Florida Condo & HOA Board Toolkit — SIRS Reserve, Budget & Compliance
Running a Florida condo board after Surfside means living with milestone inspections, SIRS reserve studies, and budgets that can no longer waive structural reserves. This toolkit turns those obligations into one working Excel system, built specifically around the 2025 Florida Statutes (including HB 913).The workbook (6 linked sheets):- Reserve Funding Tracker — the seven mandatory SIRS component categories (roof, structure, fireproofing & fire protection, plumbing, electrical, waterproofing & exterior paint, windows & doors) plus over-threshold items, with useful life, remaining life, replacement cost, fully-funded-balance and funded-ratio formulas, and the straight-line annual funding each component needs — rolled up to a per-unit monthly figure.- Annual Budget Model — income vs. 21 realistic Florida operating lines (insurance first) with prior-year / budget / actual variance columns and a built-in budget red-flags checklist.- Special Assessment Calculator — total need after reserves and insurance, per-unit allocation by ownership share, and lump-sum / 12-month / 24-month payment plans with optional loan interest.- Meeting Minutes Log + agenda template — with the 48-hour and 14-day Florida notice rules where you'll actually see them.- Compliance Calendar — 26 recurring Florida deadlines (budget notice, financial reporting, elections, milestone/SIRS cycles, county recertification) as a status-tracked checklist.- Instructions sheet plus a 3-page Quick-Start PDF: a new treasurer's first 30 days, step by step.Formulas are live and documented — change your numbers and everything recalculates. All example data is fictional and clearly marked.Created with AI assistance; every formula and figure verified before release.Disclaimer: This toolkit is an educational template — not legal, financial, tax, engineering, or insurance advice. Statutory references reflect the 2025 Florida Statutes as generally in effect in 2026; laws change. Verify every deadline and requirement with your association attorney, CPA, and licensed reserve-study professional before acting.
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