Document List

 You are legally entitled to the association’s documents before you commit to purchasing. Upon request, your real estate broker or the seller of the property must provide you with the following documents:
 
  • Declaration or CC&R;
  • Bylaws;
  • House rules and regulations;
  • Current budget;
  • Previous year’s budget;
  • Income and expense statement;
  • Balance statement;
  • Board minutes (for the most recent 12 months);
  • Reserve study and/or reserve review analysis;
  • Financial audit and/or review;
  • Insurance certificate;
  • Bank balances from both the operating and reserve accounts.

 

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How many units in your association?
 0-3 4-10 11-40 41-80 81+