Skip to Content
Top
Information required to be provided Owners - Annual Disclosures

DISCLOSURE DOCUMENT INDEX

The California State Legislature reorganized and codified the California Civil Codes pertaining to Community Associations, which became effective January 1, 2014.

In compliance with California Civil Codes the following is an index of the yearly notices which are required to be distributed to the community:

DISPUTE RESOLUTION: Civil Code §

1. Alternative Dispute Resolution Disclosure (ADR) (Civil Code §5925-5965)

2. Internal Dispute Resolution Procedure (IDR) (Civil Code §5310(a) (9), 5920, 5965)

3. Request for Resolution (FORM)

ASSESSMENTS(DUES)/DELINQUENCIES/PAYMENTS:

4. Assessments and Foreclosures (Civil Code §5600)

5. Notice / Assessments & Foreclosure (Civil Code §5675)

6. Delinquent Assessment Collection Policy (Civil Code §5310(a) (6), 5650, (Civil Code 5730)

7. Minutes Disclosure (Civil Code §4920)

8. Financial Report (Civil Code §5305)

 

OTHER DISCLOSURES:

9. Insurance Disclosure (Civil Code §5300(b) (9))

10. Architectural Approval Requirements (Civil Code §5310(a) (10), 4765)

11. Election Rules (Civil Code §5100 - 5135)

FINANCIALS:

12. Reserve Fund Plan (summary) (Civil Code §5500 - 5550)

13. Reserve Fund Plan (update) (Civil Code §5560 - 5570)

14. Pro Forma Operating Budget (Civil Code §5300(b) (1))

15. Audit - Review of Financial Statement (Civil Code §5305)

SAMPLE ANNUAL DISCLOSURE FORMS

1. ADR Disclosure 
2. Internal Dispute 
3. Request for Resolution 
4. Assessment & Foreclosure 
5. Payments & Payments Standards 
6. Deliquent Assessment Collection Policy 
7. Minutes Disclosure 
8. Financial Reports 
9. Insurance Disclosure 
10. Architectural Approval Requirements 
11. Election Rules

  • Contact Us

    Ready to resolve your HOA legal matters? Contact us today for expert advice and personalized solutions. Click here to get in touch with our experienced HOA lawyers.

  • Membership Program

    Elevate your HOA experience with our exclusive membership services. Unlock access to legal expertise, resources, and guidance tailored to your association's needs. Join now to safeguard your community's interests.

  • Election Services

    Ensure fair and lawful elections for your HOA board. Explore our specialized election services designed to streamline the process and uphold the integrity of your community's leadership. Secure your next election with our expertise.

  • Newsletter

    Stay informed and empowered! Subscribe to our HOA legal newsletters for the latest updates, case studies, and insights. Knowledge is key - sign up now to receive valuable information directly to your inbox.