SB 434 – Managing Agent: Production of Records

The Davis-Stirling Common Interest Development Act defines a “managing agent” as a person who, for compensation or in expectation of compensation, exercises control over the assets of a common interest […]

Requests for HOA Documents

California law provides owners with access to many HOA documents, including financial records. What are those documents, how quickly must they be provided, and what are the limitations?

HOA Records Security: Protecting Homeowners’ Personal Information

How prepared is your HOA or management company in today’s high technology world of information? Have you taken the time to evaluate if association data are in compliance with the […]

How Long Should We Keep HOA Records?

Your HOA may have a closet full of records, but do you have the right ones? Which records should you keep for reference and which are required by California law? […]

A Board Member’s Right to Inspect HOA Records is Not Absolute

“Every director shall have the absolute right at any reasonable time to inspect and copy all books, records and documents of every kind and to inspect the physical properties of […]

§5260 – Recordkeeping

To be effective, any of the following requests shall be delivered in writing to the association, pursuant to Section 4035: A request to change the member’s information in the association […]

§5240 – Association Records – Member Rights

As applied to an association and its members, the provisions of this article are intended to supersede the provisions of Sections 8330 and 8333 of the Corporations Code to the […]

§5235 – Association Records – Member Rights

A member may bring an action to enforce that member’s right to inspect and copy the association records. If a court finds that the association unreasonably withheld access to the […]

§5215 – Association Records Inspection – Redaction

Except as provided in subdivision (b), the association may withhold or redact information from the association records if any of the following are true: The release of the information is […]

§5210 – Association Records Inspection: Timing

Association records are subject to member inspection for the following time periods: For the current fiscal year and for each of the previous two fiscal years. Notwithstanding paragraph (1), minutes […]