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Meeting Minutes Checklist: What Florida Association Minutes Must Record and What to Leave Out

What Florida association minutes must record and what to leave out, with the vote-recording rule, closed-session notations and retention periods by chapter.

Minutes are the association's evidence that a decision was validly made. They are not a transcript and they are not a newsletter. The statutes say very little about what minutes must contain, and the little they say is the part boards most often omit: each director's vote. Everything else on this list is either a record-keeping rule or a practice that keeps the minutes from being used against the association.

Download the PDFThe PDF is a designed, printable copy for the board packet, the bulletin board or your meeting portfolio. On screen, you can tick the boxes below; nothing you tick is saved or sent anywhere.

Use this with the board meeting checklist, which covers the notice and agenda side of the same meeting, and with your association's minutes practice. The secretary should be able to work down this list with the draft in front of them.

The opening: who, when and how

  • "Board meeting" is not enough where the association also holds committee and members' meetings. Say which.
  • Chapters 718 and 719 both provide that a board or committee member participating by telephone or real-time videoconferencing counts toward a quorum and may vote as if physically present. The minutes should show the method so the quorum can be reconstructed later.§ 718.112(2)(b); § 719.106(1)(b)5.
  • This single line is what answers a challenge two years later. Without it the association has to prove notice from memory.
  • § 718.112(2)(c)1.

Every motion, every vote

  • Paraphrase is where disputes start. If the motion approves a contract, name the contractor, the scope and the dollar figure.
  • This is the one content requirement the statutes actually impose on condominium and HOA minutes. "Motion carried" alone does not satisfy it.§ 718.111(1)(b); § 720.303(3)
  • A primary-source read of § 719.106 found no express vote-recording sentence. Record it anyway. The evidentiary value does not depend on the statute.
  • A board that only minutes its successes cannot later show it considered and rejected an alternative.
  • § 718.112(2)(b)4.
  • Condominiums and cooperatives only. Chapter 720 has no such mechanism.§ 718.112(2)(c)1.; § 719.106(1)(c)

Conflicts, recusals and closed sessions

  • § 718.3027; § 720.3033(2); § 617.0832
  • The two grounds are a meeting with the association's attorney regarding proposed or pending litigation held to seek or render legal advice, and a meeting to discuss personnel matters.§ 718.112(2)(c); § 719.106(1)(c); § 720.303(2)(b)
  • Minutes summarizing counsel's advice are discoverable in the same way any other record is, and a summary in the minutes can waive privilege over the advice itself.
  • Employee personnel records are outside what owners may inspect under all three chapters. Putting the content in the minutes puts it into a record owners can inspect.§ 718.111(12)(c)5.; § 719.104(2)(c); § 720.303(5)(g)1.-9.

What to leave out

  • A director who insists their objection appear is entitled to have their vote recorded against the motion. That is the mechanism the statute gives them.
  • Refer to "the owner of Unit 214" or "a parcel in the Live Oak section." The minutes are an inspectable record, and naming an owner alongside an alleged violation creates exposure the board gains nothing from.
  • Report aggregate numbers in the minutes and keep the itemized delinquency report in the packet.
  • § 718.111(12)(c)5.; § 719.104(2)(c); § 720.303(5)(g)1.-9.
  • These records sit outside owner inspection. The minutes should reflect that a request was considered and the outcome, without the underlying facts.

Approval, corrections and signatures

  • Approval is board action. It belongs on the agenda like any other item.
  • Do not silently edit an approved set. The audit trail is the point.
  • No chapter requires a signature. It is what makes the document usable as evidence.

Retention and posting by chapter

Condominium (Ch. 718)HOA (Ch. 720)Cooperative (Ch. 719)
Vote or abstention recordedRequired, § 718.111(1)(b)Required, § 720.303(3)No express provision found
Minutes retentionPermanent from inceptionAt least 7 yearsAt least 7 years
Authority§ 718.111(12)(a)6.; (12)(b)§ 720.303(4)(a)§ 719.104(2)
Video conference recordingOfficial record; at least 1 year after postingNo statutory provisionNo statutory provision
Website or app posting25 or more units, within 30 days100 or more parcelsNone
Records request response10 working days10 business days10 working days
  • Minutes of all meetings of the association, the board, any committee and the unit owners sit within the group of records that must be permanently maintained from the inception of the association. They are not on the 7-year clock.§ 718.111(12)(a)6.; § 718.111(12)(b)
  • § 720.303(4)(a); § 719.104(2)
  • § 718.111(12)(a)6.
  • Condominiums with 25 or more units and no timeshare units, and HOAs with 100 or more parcels. Cooperatives have no posting obligation at all.§ 718.111(12)(g); § 720.303(4)(b)
  • Condominium and cooperative: 10 working days. HOA: 10 business days, and the HOA rebuttable presumption arises only where the request came by certified mail, return receipt requested.§ 718.111(12)(c); § 719.104(2); § 720.303(5)
  • Chapter 719 sets 15 years for structural integrity reserve studies and for inspection reports. Chapter 718 does the same at § 718.111(12)(a)11.d. and (12)(a)15.§ 719.104(2); § 718.111(12)(a)11.d.; § 718.111(12)(a)15.

Statutes and authorities referenced

Contact Hamilton Mikes

Hamilton Mikes reviews minute books for Southwest Florida boards and managers, drafts minute templates that satisfy the vote-recording rule, and advises on what belongs in an inspectable record and what does not. Call 239-594-7227 or visit our Official Records page.

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