Keep HOA records available when officers change.
Store minutes, financial records, contracts, and governing documents with the association. New board members can find what they need and continue unfinished work.
Give your board a shared place for records
Authorized board members can find association records in one account. Important documents remain available when an officer leaves, instead of staying in a personal inbox.
See who approved an important decision
Keep meeting records, supporting documents, and recorded approvals together. Review the available activity history to understand who took an action and when.
Prepare for the next board
Update access when officers change. Export the records your association needs and use a handover checklist to explain outstanding bills, contracts, and open decisions.
Questions boards ask
Have another question? jesse@commonparcel.com.
What should we keep for a board handover?
Start with governing documents, minutes, financial records, vendor agreements, insurance policies, and a list of open matters. Review access as officers change.
Can the association export its records?
Yes. Association exports include records such as financial ledgers, governing documents, meeting minutes, and available activity records.
Does every record belong in a resident response?
No. Review each records request and the applicable requirements before sharing. Some records may contain confidential or personal information.