What Florida asks of your association

Hold the annual members’ meeting at the time and place set under the bylaws, following section 720.306 and the applicable notice rules. Budget preparation is a separate duty under section 720.303(6); an annual meeting alone does not satisfy it.

• Annual membership meetings
• Budgets and association duties

Generally provide access to inspect or copy official records within 10 business days after receipt of a written owner request. Check retention, location, copying, and electronic-access provisions, together with exceptions for protected records. Not every association record may be disclosed.

• Official records and access exceptions

Reporting depends on revenue, parcel count, and permitted member votes—not revenue alone. The statute includes an audit requirement for associations with at least 1,000 parcels. Check section 720.303(7) for report levels, preparation and delivery deadlines, and restrictions on consecutive-year reductions.

• Financial reporting requirements

Newly elected or appointed directors must complete approved education and submit the completion certificate within 90 days. Reading the documents is not an alternative. Repeat the introductory education at least every four years, plus annual continuing education: at least four hours below 2,500 parcels or eight hours at 2,500 or more. Check certificate retention and suspension provisions; this is not a one-time task.

• Director education and certificates

For a corporation governed by Chapter 617, file its annual report between January 1 and May 1, beginning the year after incorporation. Keep the filed information current. This corporate filing is separate from the financial report for association members; check the correct corporate statute and filing record for your entity.

• Chapter 617 annual report requirements