Know where to look.

Core governing documents

• Declaration of Covenants, Conditions & Restrictions (CC&Rs), including recorded amendments.
• Bylaws and amendments.
• Current election rules.
• Current rules and regulations.

Policies and annual information

• Annual budget report and annual policy statement.
• Assessment collection policy and current payment instructions.
• Internal dispute resolution procedure.
• Meeting notices, agendas, and available minutes.
• Current insurance disclosures and other applicable Association policies.

Obtain the current version

Ask management for the latest document and any amendments or superseding policies. Confirm the title, adoption or recording date, and whether a newer version applies.