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Agents & Brokers
are those items that every HOA should be able to provide if the organization is being operated in a responsible manner.
Board Meeting Minutes
Current or Most Recent Reserve Study
Rules & Regulations
Current Insurance Certificate
Approved Operating Budget
Balance Sheet & Income Statement (YTD & Year End)
Purchase & Sale Agreement
Supplemental Documents include the following items. It is possible that there are other types of documents aside from those listed below.
Independent Accountant's Review Report
Independent Auditor's Report
Borrowing & Special Assessment Resolution
Condition Assessment & Inspection Report
Amended or Restated CC&Rs & Bylaws
Any additional relevant documents
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