Florida Senate - 2014 SENATOR AMENDMENT Bill No. CS for CS for CS for SB 798 Ì707774HÎ707774 LEGISLATIVE ACTION Senate . House . . . Floor: 3/AD/2R . 04/28/2014 06:14 PM . ————————————————————————————————————————————————————————————————— ————————————————————————————————————————————————————————————————— Senator Ring moved the following: 1 Senate Amendment (with title amendment) 2 3 Delete lines 1087 - 1210 4 and insert: 5 Section 16. Paragraph (a) of subsection (2) and paragraph 6 (c) of subsection (5) of section 720.303, Florida Statutes, are 7 amended to read: 8 720.303 Association powers and duties; meetings of board; 9 official records; budgets; financial reporting; association 10 funds; recalls.— 11 (2) BOARD MEETINGS.— 12 (a) A meeting of the board of directors of an association 13 occurs whenever a quorum of the board gathers to conduct 14 association business.AllMeetings of the board must be open to 15 all members, except for meetings between the board and its 16 attorney with respect to proposed or pending litigation where 17 the contents of the discussion would otherwise be governed by 18 the attorney-client privilege. A meeting of the board must be 19 held at a location that is accessible to a physically 20 handicapped person if requested by a physically handicapped 21 person who has a right to attend the meeting. The provisions of 22 this subsection shall also apply to the meetings of any 23 committee or other similar body when a final decision will be 24 made regarding the expenditure of association funds and to 25 meetings of any body vested with the power to approve or 26 disapprove architectural decisions with respect to a specific 27 parcel of residential property owned by a member of the 28 community. 29 (5) INSPECTION AND COPYING OF RECORDS.—The official records 30 shall be maintained within the state for at least 7 years and 31 shall be made available to a parcel owner for inspection or 32 photocopying within 45 miles of the community or within the 33 county in which the association is located within 10 business 34 days after receipt by the board or its designee of a written 35 request. This subsection may be complied with by having a copy 36 of the official records available for inspection or copying in 37 the community or, at the option of the association, by making 38 the records available to a parcel owner electronically via the 39 Internet or by allowing the records to be viewed in electronic 40 format on a computer screen and printed upon request. If the 41 association has a photocopy machine available where the records 42 are maintained, it must provide parcel owners with copies on 43 request during the inspection if the entire request is limited 44 to no more than 25 pages. An association shall allow a member or 45 his or her authorized representative to use a portable device, 46 including a smartphone, tablet, portable scanner, or any other 47 technology capable of scanning or taking photographs, to make an 48 electronic copy of the official records in lieu of the 49 association’s providing the member or his or her authorized 50 representative with a copy of such records. The association may 51 not charge a fee to a member or his or her authorized 52 representative for the use of a portable device. 53 (c) The association may adopt reasonable written rules 54 governing the frequency, time, location, notice, records to be 55 inspected, and manner of inspections, but may not require a 56 parcel owner to demonstrate any proper purpose for the 57 inspection, state any reason for the inspection, or limit a 58 parcel owner’s right to inspect records to less than one 8-hour 59 business day per month. The association may impose fees to cover 60 the costs of providing copies of the official records, including 61 the costs of copying and the costs required for personnel to 62 retrieve and copy the records if the time spent retrieving and 63 copying the records exceeds one-half hour and if the personnel 64 costs do not exceed $20 per hour. Personnel costs may not be 65 charged for records requests that result in the copying of 25 or 66 fewer pages. The association may charge up to 25 cents per page 67 for copies made on the association’s photocopier. If the 68 association does not have a photocopy machine available where 69 the records are kept, or if the records requested to be copied 70 exceed 25 pages in length, the association may have copies made 71 by an outside duplicating service and may charge the actual cost 72 of copying, as supported by the vendor invoice. The association 73 shall maintain an adequate number of copies of the recorded 74 governing documents, to ensure their availability to members and 75 prospective members. Notwithstanding this paragraph, the 76 following records are not accessible to members or parcel 77 owners: 78 1. Any record protected by the lawyer-client privilege as 79 described in s. 90.502 and any record protected by the work 80 product privilege, including, but not limited to, a record 81 prepared by an association attorney or prepared at the 82 attorney’s express direction which reflects a mental impression, 83 conclusion, litigation strategy, or legal theory of the attorney 84 or the association and which was prepared exclusively for civil 85 or criminal litigation or for adversarial administrative 86 proceedings or which was prepared in anticipation of such 87 litigation or proceedings until the conclusion of the litigation 88 or proceedings. 89 2. Information obtained by an association in connection 90 with the approval of the lease, sale, or other transfer of a 91 parcel. 92 3. Personnel records of association or management company 93 employees, including, but not limited to, disciplinary, payroll, 94 health, and insurance records. For purposes of this 95 subparagraph, the term “personnel records” does not include 96 written employment agreements with an association or management 97 company employee or budgetary or financial records that indicate 98 the compensation paid to an association or management company 99 employee. 100 4. Medical records of parcel owners or community residents. 101 5. Social security numbers, driver license numbers, credit 102 card numbers, electronic mailing addresses, telephone numbers, 103 facsimile numbers, emergency contact information, any addresses 104 for a parcel owner other than as provided for association notice 105 requirements, and other personal identifying information of any 106 person, excluding the person’s name, parcel designation, mailing 107 address, and property address. Notwithstanding the restrictions 108 in this subparagraph, an association may print and distribute to 109 parcel owners a directory containing the name, parcel address, 110 and all telephone numbersnumberof each parcel owner. However, 111 an owner may exclude his or her telephone numbersnumberfrom 112 the directory by so requesting in writing to the association. An 113 owner may consent in writing to the disclosure of other contact 114 information described in this subparagraph. The association is 115 not liable for the disclosure of information that is protected 116 under this subparagraph if the information is included in an 117 official record of the association and is voluntarily provided 118 by an owner and not requested by the association. 119 6. Any electronic security measure that is used by the 120 association to safeguard data, including passwords. 121 7. The software and operating system used by the 122 association which allows the manipulation of data, even if the 123 owner owns a copy of the same software used by the association. 124 The data is part of the official records of the association. 125 Section 17. Paragraphs (a) and (b) of subsection (1) of 126 section 720.306, Florida Statutes, are amended to read: 127 720.306 Meetings of members; voting and election 128 procedures; amendments.— 129 (1) QUORUM; AMENDMENTS.— 130 (a) Unless a lower number is provided in the bylaws, the 131 percentage of voting interests required to constitute a quorum 132 at a meeting of the members shall be 30 percent of the total 133 voting interests. Unless otherwise provided in this chapter or 134 in the articles of incorporation or bylaws, decisions that 135 require a vote of the members must be made by the concurrence of 136 at least a majority of the voting interests present, in person 137 or by proxy, at a meeting at which a quorum has been attained. A 138 meeting of the members must be held at a location that is 139 accessible to a physically handicapped person if requested by a 140 physically handicapped person who has a right to attend the 141 meeting. 142 (b) Unless otherwise provided in the governing documents or 143 required by law, and other than those matters set forth in 144 paragraph (c), any governing document of an association may be 145 amended by the affirmative vote of two-thirds of the voting 146 interests of the association. Within 30 days after recording an 147 amendment to the governing documents, the association shall 148 provide copies of the amendment to the members. However, if a 149 copy of the proposed amendment is provided to the members before 150 they vote on the amendment and the proposed amendment is not 151 changed before the vote, the association, in lieu of providing a 152 copy of the amendment, may provide notice to the members that 153 the amendment was adopted, identifying the official book and 154 page number or instrument number of the recorded amendment and 155 that a copy of the amendment is available at no charge to the 156 member upon written request to the association. The copies and 157 notice described in this paragraph may be provided 158 electronically to those owners who previously consented to 159 receive notice electronically. 160 161 ================= T I T L E A M E N D M E N T ================ 162 And the title is amended as follows: 163 Delete lines 78 - 82 164 and insert: 165 amending s. 720.303, F.S.; requiring a board meeting 166 to be held at a location accessible to physically 167 handicapped persons upon request of certain authorized 168 persons; providing that an owner may consent in 169 writing to the disclosure of certain contact 170 information; amending s. 720.306, F.S.; requiring a 171 meeting of the members to be held at a location 172 accessible to physically handicapped persons upon 173 request of certain authorized persons; providing for 174 specified notice to members in lieu of copies of an 175 amendment; creating s. 720.316, F.S.;