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Tuesday, November 13, 2018
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Subject: Records retention for HOPA compliance
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Author Messages
BarbaraB10
(California)

Posts:105


06/27/2018 10:35 AM  
I live in a self managed, 55+ age restricted community of stick built homes in Riverside County.

We comply with the H.O.P.A. age certification requirements. https://www.hud.gov/sites/documents/DOC_7770.PDF

My question is how long are supplemental age certification forms (aka bi-annual surveys ) to be retained?

Thank you in advance.
RichardP13
(California)

Posts:3107


06/27/2018 11:32 AM  
Question:

How long should a housing community/facility retain its records of survey
information that show it meets the 80 percent requirement?

Answer:

The records referred to in Answer 9 above need to be kept as long as the
housing community/facility intends to proffer its exempt status.
BarbaraB10
(California)

Posts:105


06/27/2018 1:35 PM  
Hi Richard

Thank you! That is a terrific response.

Will you please post a link to your answer? I need to provide it for our HOA.
BarbaraB10
(California)

Posts:105


06/27/2018 1:44 PM  
Richard,

I performed my wn due diligence and found the answer @ the HUD FAQ Q & A's.

Thanks again!

RichardP13
(California)

Posts:3107


06/27/2018 2:06 PM  
Posted By BarbaraB10 on 06/27/2018 1:35 PM
Hi Richard

Thank you! That is a terrific response.

Will you please post a link to your answer? I need to provide it for our HOA.



Link is: https://www.davis-stirling.com/Portals/1/HOPA%20Q%26A.PDF

Question and Answer #12
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Forums > Homeowner Association > HOA Discussions > Records retention for HOPA compliance



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