Articles
Below are several resources for you to download giving more in-depth information on various subjects. Select a subject to view the options in the dropdown menu.
Best Practices in Management
Older Condos Part 2
THE FOUR C'S OF AN EFFECTIVE HOA BOARD Q&A The collapse of Champlain Towers South, a 12-story...
Older Condos Part 1
THE FOUR C'S OF AN EFFECTIVE HOA BOARD Q&A The collapse of Champlain Towers South, a 12-story...
DBPR
DBPR Education Guide
Investing Association Funds While the Condominium Act does not restrict the types of investments that associations may use to generate a return on it funds, there are a few things that board members should keep in mind about investing association funds. First, board...
DBPR Budgets & Reserve Schedules
Department of Business and Professional Regulation DIVISION OF FLORIDA CONDOMINIUMS, TIMESHARES, AND MOBILE HOMES Our Goals To describe the budgeting process, and highlight the statutory requirements for preparing the association budget and reserve schedules. This...
Forms
Sample Investment Policy
PURPOSE: The purpose of this Investment Directive is to provide a clear statement of the Organization’s investment objective, as defined in the organization’s Bylaws and establish a Finance Committee that is involved in preparing recommendations to the Board relating...
Investing & Reserve Funds
Invest Like Other Institutions
Invest like other long-term institution Actual association reserve study values: nominal vs. invested in similar fashion to the Florida Retirement System (FRS) data commencing 2007. Download Now
Best Practices
Reserve Studies & Reserve Management What are best practices? A best practice is a technique or method that has proven reliably to lead to a desired result or outcome. Business best practices are proven, repeatable, documented techniques that deliver measurable...