Documents

Contents
  1. Where boards start
  2. Keep the record with the association
  3. Short answers

The short answer: start from records that exist outside the old board's drive — bank statements, vendor invoices, county filings, and the documents residents already hold — and rebuild the door list and balances from those. It is slow, and boards do finish it. What your documents and your state give you to compel a handover is a legal question this page does not answer.

The deeper fix is after the rebuild: association-owned records, more than one admin, and a handover that is removing one person and adding another — not asking for files.

Where boards start

The bank is the floor: statements show what actually came in and went out. Vendors can re-issue agreements and invoices. Residents hold copies of notices and budgets they were sent. The door list comes from the plat and the county. Each rebuilt balance should say where it came from.

  • Bank statements: what actually came in and went out
  • Vendor invoices and agreements, re-issued by the vendor
  • Copies residents already hold: notices and budgets they were sent
  • The door list, from the plat and the county

Keep the record with the association

An association on Hoavik owns its own record. Officers change seats; the dues, documents, and vendor file stay with the association. A new treasurer opens the same books the old one closed.

Sources: Developer turnover checklist: records a board should receive at handover (NACOK, read 28 October 2026) · Handing the treasurer job to the next volunteer