Effective: January 1, 2012.

Resolution 2011-4 is a new policy with regard to records retention.  A few highlights:

  • Governing and organizational documents, including bylaws, amendments, minutes, etc. shall be retained permanently, at the Managing Agent, the Site Office, and Legal Council.
  • Most financial records shall be maintained for 7 years; audit reports shall be maintained permanently.
  • Contractual records shall be retained for 7 years past the expiration of the contract.
  • Unit files superseded by a change in ownership shall be retained for 3 years, except records associated with a waiver of rules for modifications shall be retained as long as the modification exists.
  • Etc., etc. There are many types of records and this document contains a detailed document retention schedule.
  • Unit Owners may make written requests for information and may make copies, in accordance with rules described in the policy.
  • Read the resolution for complete information.

These rules will allow Talltree South to judiciously destroy ancient documents and free up space. We don't need 1982 pool passes any more!

Open or Download Resolution 2011-4, Records Retention. [.pdf, 667.1K]

Things You Should Know

Keys

The Bylaws require that each owner supply the Association with a working set of keys for emergency access and to perform other necessary duties. The keys are not a lock-out service, however, if you have provided the office with a key, the on-site manager can give you access to your unit during office hours. If your front and rear doors are keyed differently, you may want to provide both keys to the office in case an emergency blocks one door.

Mailbox keys are solely the responsibility of the Unit Owner. Neither the Association nor the Postal Service has a key for your individual mailbox. If your key is lost, the safest recourse is to replace the mailbox lock using the services of a locksmith.

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