Terms of service

Last updated October 2026. These terms govern your use of HOAMilestones, a service of BassTech Consulting Group, LLC.

1. What HOAMilestones is — and is not

HOAMilestones is a records and scheduling tool. It stores, organises and tracks the findings of licensed professionals engaged by an association, and it calculates inspection and reserve-study deadlines from a table of jurisdiction rules.

HOAMilestones is not an engineering or architecture firm. It does not perform inspections, does not assess or certify structural soundness, does not prepare reserve studies, and is not a substitute for the judgment of a licensed engineer, architect or reserve specialist. Nothing in the service is engineering advice.

HOAMilestones does not provide legal advice. Deadlines it calculates are a convenience based on the jurisdiction rules on file and the information you enter. The association remains responsible for confirming its obligations with its local building department and its own counsel. Every calculated date is editable on the building record for exactly that reason, and every date is displayed with the statute or ordinance it was derived from so you can check it.

2. Accuracy of the information you enter

Deadlines are computed from the certificate-of-occupancy date, storey count and coastal distance you supply. A wrong value in any of those produces a confidently wrong date. HOAMilestones cannot verify these against county records and does not attempt to.

3. AI-drafted communications

Where your plan includes them, draft communications are generated by an AI model from figures already in your own records, and are always marked as AI-generated. HOAMilestones does not send them. A notice issued to unit owners over your board's name is your board's statement, and you are responsible for reviewing every figure and every sentence before it goes out.

4. Records retention

While your subscription is active, documents you upload are retained for at least the statutory fifteen-year window, measured from the date the document itself carries. Nothing is deleted automatically while the account is open.

When an account closes — you cancel, or a trial ends without a subscription — we keep your data for 30 days and then permanently delete it, including the uploaded documents. On the day the account closes we build a complete records archive (a spreadsheet of every building, inspection, reserve study and component figure, plus the original files) and email you a link to download it. We send a reminder seven days before the deletion date. After that date we cannot recover anything; we do not keep a copy.

The fifteen-year retention obligation under Florida law belongs to the association, not to its billing relationship with us. The 30-day window exists so you can take custody of those records — it is not us holding them on your behalf. Download the archive and store it somewhere your board controls.

5. Reminders

Deadline reminders are a convenience and are sent on a best-effort basis. Email delivery is not guaranteed, and a reminder that does not arrive does not extend a statutory deadline. Do not rely on reminders as your only control.

6. Data separation

Records belonging to one association are isolated from every other account at the data layer, and that isolation is covered by an automated test suite that runs against a real database before each release.

7. Limitation of liability

To the fullest extent permitted by Florida law, BassTech Consulting Group, LLC is not liable for any missed deadline, regulatory penalty, assessment, repair cost or other loss arising from your use of the service. The service is provided as-is.

8. Contact

BassTech Consulting Group, LLC · PO Box 5252, Sarasota, FL 34277.

HOAMilestones is a records and scheduling tool. It is not an engineering or architecture firm, does not perform inspections, and does not certify structural findings.