This is what your owners and board would see.

Documents & records

Governing documents

• Declaration (CC&Rs)PDF
• BylawsPDF
• Articles of incorporationPDF
• AmendmentsPDF

Financials

• Annual budget reportPDF
• Reserve studyPDF
• Monthly financial statementsPDF

Annual disclosures

• Insurance summary disclosurePDF
• Assessment and reserve policy summaryPDF

Meeting minutes

• [Date] — Regular board meetingMinutes · Agenda
• [Date] — Annual meetingMinutes · Agenda
• [Date] — Budget meetingMinutes · Agenda
• [Date] — Regular board meetingMinutes · Agenda

Board review Board login only

A private area where the board sees what needs a vote, with the full packet ready to download.

• Prior minutesApproved
• Financial statementsApproved
• Vendor bids (2)Needs review
• Insurance renewal summaryReady

Rules, policies & forms

Forms

• Architectural / remodel requestFill out
• Maintenance requestFill out
• Amenity reservationFill out
• Change of owner informationFill out

Board elections

Ballots are cast through a certified voting provider and counted by an independent inspector of elections. Owners who opt in vote electronically, and everyone else keeps the paper ballot.

• Day -90 — Election rules amendedDone
• Day -60 — Call for candidatesDone
• Day -30 — Candidate statements postedIn progress
• Day -30 — Ballots issuedUpcoming
• Election day — Inspector counts the votesUpcoming
• After — Results postedUpcoming

For awareness only, not legal advice. Electronic voting under California law is opt-in, covers director elections and governing document amendments, and requires election rules to be amended at least 90 days ahead. Always confirm your election process and timeline with association counsel.

Compliance center

For awareness and general information only. Nothing on this page is legal advice or a substitute for guidance from the association’s attorney. Requirements change, so confirm specifics with counsel.

Contacts

Insurance center Provided by Erickson Insurance Agency

What the association insures, what each owner needs to insure, and fast answers for lenders and escrow. Information here is for awareness and is not legal or coverage advice. Your policy documents control.

• Insurance summary disclosure
  Summary of the association policies, delivered each year under Civil Code §5300.PDF
• Letter to unit owners
  What the association insures and what each owner should insure.PDF
• Board renewal summary
  Carrier, premium and coverage compared to expiring. Board only.PDF
• Master policy copy
  Full policy documents for property, liability and crime.PDF
• Certificate of insurance (sample)
  The standard certificate lenders and vendors receive.PDF

Reporting a claim

1. Make the area safe and call your community manager.
2. Take photos and note what happened, when and where.
3. Your manager reports it to Erickson Insurance, who works the claim with the carrier.