BS The Board Secretary Board paperwork, handled.

Compliance & security

The part that has to be right.

This service exists because the paperwork carries legal consequences. So here is exactly what the law asks for, and exactly how we handle it — the deadlines, the records, the recordings and the boundaries.

A worked example

What Arizona requires, in full

Every state has an open meeting law and a records retention schedule, and no two are identical. Arizona is set out below in full detail, because it is where we started and where we are deepest — and because it shows the level we work at. We build the same thing to your state’s statute and your state’s retention schedule.

Arizona’s open meeting law sets out what has to be posted, when, and what a set of minutes has to contain. None of it is complicated. All of it is dated.

Arizona open meeting and records requirements, and how we work to them
The requirementIn law, and in practice
Notice and agenda Notice and agenda posted at least 24 hours before a meeting (A.R.S. § 38-431.02). We work to 72 hours as the practical standard, because that is the window where a member of the public may need an accommodation.
Minutes posted Minutes or a recording open for public inspection no later than three working days after the meeting (A.R.S. § 38-431.01).
What minutes contain Date, time and place; members recorded present or absent; a general description of the matters considered; and an accurate description of every legal action proposed, discussed or taken, including how each member voted, and the names of members who proposed and seconded.
Executive sessions Cited to the exact numbered paragraph of A.R.S. § 38-431.03(A) that authorizes them — not to the section in general.
Retention Records retained to the Arizona State Library (ASLAPR) general retention schedule — minutes permanent, meeting recordings three months.

Why it matters

Action taken at a meeting that was not properly noticed can be declared null and void, and civil penalties for knowing violations are assessed against board members personally and may not be reimbursed by the district (A.R.S. §§ 38-431.05, 38-431.07). That is the reason for the deadline discipline: the exposure sits with the people who volunteered for the board.

Your state

Same shape everywhere. Different numbers.

There are 39,555 special district governments in the United States, and all fifty states and the District of Columbia have an open meeting or sunshine law — every state had adopted one by 1976. There is no national standard, so the requirements vary state to state. What does hold almost everywhere is the shape of the obligation.

Notice and agenda

Posted some minimum time ahead of the meeting.

Minutes available

Open to the public within some window afterwards.

Executive sessions

Justified by a specific statutory exemption.

Records retained

Kept on a published retention schedule.

The numbers behind each of those — how many hours of notice, how many days to the minutes, which paragraph authorizes a closed session, how long a recording is kept — differ by state. We do not guess at them and we do not carry them over from somewhere else.

What we establish before your first meeting

Your state’s open meeting law, read

The notice period, the minutes deadline, the content the minutes must carry, and the exemptions that authorize a closed session — taken from your state’s own statute.

Your state’s retention schedule, read

How long each record has to be kept, and what happens to a meeting recording, taken from the schedule your state publishes.

Your own bylaws and district rules, read

Where a board’s own rules are stricter than the statute, the stricter rule governs the calendar.

A dated calendar, in writing

Meeting dates, post-by dates and filing dates for the year, confirmed with your officer of record before we work on a single meeting.

District count: U.S. Census Bureau, 2022 Census of Governments. We set out specific deadlines, citations and retention periods only for a state we have read for a district we are working with; anything contested still goes to the district’s attorney.

The question every board asks

Is a recording really enough?

It is a fair question, and it is worth answering properly, because the worry behind it is usually about accuracy rather than about the law.

The minutes do not need to be a verbatim transcript of the meeting.

Arizona Ombudsman-Citizens’ Aide, Open Meeting Law handbook

Arizona does not ask for a transcript. The handbook goes on to say that minutes must summarize the discussion, including the topics addressed, and identify all speakers who participated. Your own state will have its own language on what a set of minutes must contain, and we read it — but the standard is not catching every word. It is getting the motions, the seconds and the votes exactly right — and those are the parts a recording captures best, because they are said slowly, on purpose, and usually repeated back by the chair.

Three ways to capture a meeting

A phone on the table

For a small board meeting in one room, a phone set down in the middle of the table is genuinely enough. Nothing to buy, nothing to set up.

A conference recorder we supply

If the room is difficult — a long table, hard floors, a public that speaks from the back — we supply a conference recorder and set it up, at no charge.

The platform recording

For a virtual or hybrid meeting, the platform recording and automatic transcript from Google Meet or Zoom come across exactly as they are.

How accuracy is assured

  1. A person writes the minutes

    Someone listens to the meeting and drafts the record. Software never drafts a record on its own.

  2. Speakers are identified, not guessed

    Speakers are identified from the roll call and from the chair naming who moved and who seconded.

  3. Anything unclear is flagged

    Anything unclear is flagged in the draft with a timestamp for the district’s officer to confirm — never guessed at, and never filled in.

  4. The signature makes it the record

    The officer’s signature is what makes it the record. Nothing posts before that.

Records & data

How your records and data are handled

The district’s record is the district’s property. Everything below follows from that one point.

The district owns everything

Records live in a Google Workspace folder in the district’s name. If the relationship ends, the district keeps the folder, the files and the website content. There is no export fee.

Named-person access only

Access is granted by name, to whoever the board designates, with two-factor authentication on every account. No shared logins.

Executive session material stays separate

Executive session material is handled separately from the public record, and it is never posted.

Recordings are deleted on schedule

Meeting recordings are deleted at the end of the state’s three-month retention window. The minutes are what lasts.

Never used for anything else

A district’s material is used for that district and nothing else — not for another client, not for a sample, not for anything we publish.

Accessibility

Accessibility is a compliance issue, not a design preference

District sites carry public notices. A notice a resident cannot read is not notice, which is why accessibility belongs with the statute rather than with the styling.

Every site we build and manage is built this way from the start, and it sits inside the monthly fee rather than arriving later as a separate line item.

What that means in the build

  • Semantic structure — headings, lists and landmarks that describe the page rather than decorate it
  • Correct heading order, so the page can be navigated by keyboard and screen reader
  • Labelled form fields, every one of them
  • Visible focus states on every link, button and field
  • Text contrast meeting WCAG AA

Where we stop

Where our responsibility ends

The boundaries do not move, and they are the same on every engagement.

Never a statutory officer

The district’s officer of record adopts, signs, posts and files. We prepare the documents behind them.

Never custody of funds

We never hold public funds. Documents, never dollars.

Never legal advice

Administrative document preparation, not legal advice. Contested matters go to the district’s attorney.

Never election administration

District elections run through the county. They are never ours.

The Board Secretary provides administrative document preparation and board-secretary support. It does not provide legal advice, hold public funds, or serve as a statutory officer; contested matters are referred to the district’s attorney.

Start here

A call first. Then a free month.

Thirty minutes with both of us, free — bring any question the board is carrying. Nothing is sold on the call, and anything contested still goes to your district’s attorney. The free first month can be set up on the same call.