468.4334 Professional practice standards; liability; community association manager requirements : (3) A community association manager or community association management firm that is authorized by contract to provide community association management services to a homeowners’ community association shall do all of the following: (a) Attend in person at least one member meeting or board meeting of the homeowners’ community association annually. (b) Provide to the members of the homeowners’ community association the name and contact information for each community association manager or representative of a community association management firm assigned to the homeowners’ community association, the manager’s or representative’s hours of availability, and a summary of the duties for which the manager or representative is responsible. The homeowners’ community association shall also post this information on the association’s website or application, if the association is required to maintain official records on a website or application required under Florida statute 720.303(4)(b). The community association manager or community association management firm shall update the homeowners’ community association and its members within 14 business days after any change to such information. (c) Provide to any member upon request a copy of the contract between the community association manager or community association management firm and the homeowners’ community association and include such contract with association’s official records. Key: Deletion; Addition Other amendments to F.S. 468 that impact CAMs and management firms, is discussed in the Legal Update portion of the 2026 CE correspondence book. DISCLOSURE SUMMARY FOR (NAME OF COMMUNITY) 1. As a purchaser of property in this community, you will be obligated to be a member of a homeowners’ association. 2. There have been or will be recorded restrictive covenants governing the use and occupancy of properties in this community. 3. You will be obligated to pay assessments to the association. Assessments may be subject to periodic change. If applicable, the current amount is $ per _____. You will also be obligated to pay any special assessments imposed by the association. Such special assessments may be subject to change. If applicable, the current amount is $ per _____. 4. You may be obligated to pay special assessments to the respective municipality, county or special district. All assessments are subject to periodic change. 5. Your failure to pay special assessments or assessments levied by a mandatory homeowners’ association could result in a lien on your property. EXAMPLE: F.S. 720.401(1) 6. There may be an obligation to pay rent or land use fees for recreational or other commonly used facilities as an obligation of membership in the homeowners’ association. If applicable, the current amount is $ per ______. 7. The developer may have the right to amend the restrictive covenants without the approval of the association membership or the approval of the parcel owners. 8. The statements contained in this disclosure form are only summary in nature, and, as a prospective purchaser, you should refer to the covenants and the association’s governing documents before purchasing property. 9. These documents are either matters of public record and can be obtained from the record office in the county where the property is located or are not recorded and can be obtained from the developer. Conclusion
Regardless of the manner in which the records are kept, the responsibilities remain the same. A CAM and a management firm must use the best practices as determined by statute, contract, and professional practice standards to assist an HOA to comply with its responsibilities. This course combined with the course titled, “A Mindful CAM,” will provide CAMs who service HOAs the state required five CE hours pertaining specifically to HOAs. The particular CE categories they fulfil for an HOA manager are EH-1 (Record keeping), and EH-2 (HOA). Remember, a CAM who serves an HOA must register and complete the Homeowners’ Association Services Disclosure Statement on the DBPR portal. All CAMs must have an account on the DBPR Online Services portal.
Thank you for joining us to examine the relevance of the records of an HOA, and the responsibilities of the association, directors, officers, and its authorized agents, such as a CAM or a community association management firm. Often as part of a contract for services between an HOA and a management firm, there is an agreement that the association will compensate the management firm for the physical retention and maintenance of the association’s records. Sometimes these records are maintained in digital format, sometimes entirely in printed format and kept in storage containers, and sometimes the records are maintained in a combination of digital and printed materials.
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Book Code: CAMFL1526
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