Is your board's record-keeping up to standard?
A 15-point self-assessment that shows HOA and condo board members exactly where their communication and record-keeping practices leave the board exposed.
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Used by condo and co-op boards across NYC
The problem: you cannot fix gaps you cannot see
Most boards assume their records are fine until the moment they need them. This checklist surfaces the gaps while they are still cheap to fix.
No one owns the record
Decisions live wherever the thread happened to land. When that member steps down, the only copy of an approval or vendor agreement often leaves with them.
Gaps you only find during a dispute
Missing minutes, untracked approvals, and half-remembered decisions stay invisible until a resident, insurer, or attorney asks for the paper trail.
Every board keeps records differently
Without a shared standard, each board term reinvents how things are documented — so continuity breaks every time membership changes.
What's in this checklist
A 5-minute self-assessment any board member can run without special tools.
15 concrete checks
Yes/no questions covering email access, decision logs, vendor records, meeting minutes, and dispute readiness.
Prioritized by risk
See which gaps expose the board to the most liability so you know what to fix first.
What "good" looks like
Each item explains the standard to aim for, not just whether you pass.
Works with your existing tools
Complements AppFolio, Buildium, and PayHOA — covers the governance layer they leave out.
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