Board Synergy Club
Board leadership • Documents and authority

Updating
Governing Documents

Turn outdated language and recurring questions into a clear, organized improvement project. Begin with the adopted documents and work with association counsel.

Plan your reviewOrganize the issues

Clear documents support better decisions

Governing documents help define an association’s authority, responsibilities, procedures, and owners’ obligations. A thoughtful review helps directors understand those provisions and explain them consistently.

Changes in law, operating needs, technology, and unclear or conflicting provisions are useful reasons to consider a review. The goal is a practical set of documents suited to the association, with an adoption process that owners can understand.

A review does not always require a rewrite. A change in law may affect how an association operates without requiring every document to be amended. Ask counsel which provisions need revision, which legal requirements already apply, and which issues can be addressed through an authorized procedure or rule.

Know which document needs attention

Declaration

Review provisions affecting the condominium property, unit and common-element interests, use restrictions, and other rights and obligations.

Articles & bylaws

Review the association’s corporate structure and provisions governing directors, officers, meetings, elections, and administration.

Rules & policies

Review day-to-day requirements and procedures. Confirm the board’s authority before adopting them; a policy cannot substitute for a required document amendment.

These are general descriptions. Counsel should determine where a proposed change belongs and resolve conflicts among documents and applicable law.

When should a board consider a review?

Recurring problems

  • Owners and directors interpret the same provision differently.
  • Procedures are unclear or difficult to administer.
  • Different copies contain different language or missing amendments.

Changing needs

  • The association receives advice about a relevant legal change.
  • Existing provisions do not clearly address current operations.
  • The board wants to evaluate updated communication or meeting practices.

Keep an issue log with the provision, the question, a concrete example, and the desired outcome. This gives counsel useful context and helps the board avoid an unnecessarily broad project.

Board Synergy recommended practice

A practical path from review to adoption

  1. Assemble the current record. Collect the declaration, articles, bylaws, amendments, rules, and relevant agreements. Identify recording references and check for missing documents. Use the recorded-document search workflow and version controls.
  2. Define the problems. Separate urgent compliance questions from optional improvements. Decide what each proposed change should accomplish.
  3. Set the scope with counsel. Ask whether targeted amendments or a broader revision makes sense. Establish a budget, responsibilities, and an achievable schedule. Prepare a focused packet using the counsel referral guide.
  4. Prepare the proposal. Have counsel draft the appropriate instrument and required amendment format. Prepare a plain-language explanation of the proposed changes.
  5. Inform owners. Share what would change, why it matters, and how owners can ask questions. Use the formal notice and meeting procedures that apply.
  6. Obtain the required approvals. Confirm voting thresholds, consent requirements, and any special restrictions before proceeding. Keep a reliable record of the vote and approvals.
  7. Complete adoption and recording. Follow the required execution, certification, and recording steps. Confirm the effective date before implementing the change.
  8. Distribute and maintain the record. Provide accurate adopted materials, update operating procedures, and preserve prior versions and adoption records.

Florida Statutes § 718.110 addresses declaration amendments, including proposal wording, approvals, and recording. A declaration amendment becomes effective when properly recorded. Requirements vary with the provision and proposed change; do not assume a single voting threshold applies to every project. [2] Section 718.112(1)(b) separately requires articles and bylaws amendments to be recorded with the specified declaration references. [3] Have counsel identify every applicable filing and recording step; a vote or corporate filing alone may not complete the process.

Give everyone a clear role

ParticipantPractical contribution
BoardDefine priorities, authorize the work, explain the purpose, and oversee the process.
Association counselEvaluate legal requirements, draft proposed language, and advise on approvals and adoption.
Manager or administratorOrganize records, coordinate logistics, and maintain documentation under the board’s direction.
OwnersReview proposals, raise questions, and participate in votes or consents when required.
Board Synergy recommended practice

Give counsel an issue register

List each concern separately so optional changes do not obscure urgent questions. Record the exact document version and provision rather than paraphrasing from memory.

Suggested issue-register fields
FieldWhat to capture
Source and problemDocument, article/section, amendment reference, existing wording, and a concrete example of the difficulty.
Desired outcomeWhat the association wants to improve and which owners, rights, costs, or operations may be affected.
Legal reviewAuthority, mandatory versus optional change, special consents, approval method, and effective-date questions for counsel.
Project controlPriority, responsible person, budget, draft version, next decision, and follow-up date.

Label the underlying instruction: Florida law, governing-document requirement, UCO procedure, contractual duty, or Board Synergy recommended practice. A local form or another association’s rule does not establish your amendment requirement.

Before sending the proposal to owners

Board Synergy recommended review, alongside all applicable legal requirements.

Explain substantive changes openly.

A project described as “cleanup” may also change rights, restrictions, costs, or authority. Identify those changes plainly rather than treating them as formatting edits.

After approval, finish implementation

Board Synergy recommended practice; counsel confirms the required execution, recording, filing, and effective date.

  1. Verify completion. Obtain the executed and recorded instruments and any required filing confirmation. Retain notices, voting records, certificates, and consent evidence.
  2. Update the document index. Record the effective date, instrument or book/page reference, affected provisions, and relationship to earlier amendments.
  3. Distribute the operative version. Update owner materials and the website or portal as applicable. Clearly distinguish an adopted restatement from an informal consolidated reading copy.
  4. Align daily operations. Review policies, procedures, and forms, management instructions, application materials, and owner communications for consistency.
  5. Orient the board and manager. Explain changed responsibilities and keep unresolved interpretation questions visible in the action register.

Do not enforce proposed wording as though it is already effective. Ask counsel how any new restriction applies to existing owners, approvals, leases, or pending transactions.

Common questions

Can the board amend the documents by itself?

It depends on the document, the provision, and applicable authority. Some changes require owner approval or additional consents. Confirm the process with counsel before promising that a board vote will be sufficient.

What percentage of owners must approve?

Do not use a percentage borrowed from another association. Counsel should check your documents, applicable statutes, and any special requirements for the proposed change.

Should we simply adopt a model package?

A model can help organize discussion, but it needs review for your association’s circumstances and current requirements. Historical materials do not become binding merely because someone downloads them.

Explore the 1999 UCO Model Documents →

Is a clean, combined copy enough?

A consolidated copy can make reading easier. Retain the adopted and recorded instruments and amendment history so the association can verify the source and effective status of each provision.

Related guides for the review project

Sources & further reading

  1. Board Synergy Club: Updating Governing Documents — background and reasons for review.
  2. Florida Statutes § 718.110 — declaration amendments.
  3. Florida Statutes §718.112(1)(b) — recording articles and bylaws amendments.

Updated October 16, 2026. Statutory amendment and recording references reviewed against official Florida text. Issue registers and project checklists are Board Synergy recommended practices. General education for Florida condominium associations. Requirements depend on the association’s documents and applicable law; obtain association counsel’s advice before drafting, adopting, or implementing amendments.