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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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