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Minutes & Records Retention

Taking Minutes

Below are some resources to assist you when taking minutes or in answering questions you may have about the process:

Taking the Angst Out of Writing Minutes
by Brittany Kojzarek, CMCA, AMS

CAI Board Member Toolkit

Roberts' Rules Online

Meeting Minutes According to Roberts' Rules


Be sure to search the Library in Exchange for templates or examples from other associations!



Records Retention

Below are links to records retention schedules for community associations and condominiums:

CAI Board Member Toolkit

Records Retention Guide for Homeowners Associations by Gary Porter, Ledger Quarterly, Apr. 1990

Document Retention for US Nonprofits: A Simple Guide

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