Cal. Civ. Code §5310
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Annual Policy Statement — Required Disclosures
Requires the board to distribute an annual policy statement 30 to 90 days before the end of its fiscal year. Subsection (a)(1)-(a)(12) enumerates the required contents: official communications address, notice elections, general notice posting location, member's right to individual notice, right to meeting minutes, assessment collection policy (§5730), lien enforcement policy, discipline policy and penalty schedule (§5850), dispute resolution summary (§§5920, 5965), architectural review requirements (§4765), overnight payment address (§5655), and any other required information.
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Statutory Text
Verified Oct 19, 2026 · CA_PUBLIC_LAW
Civil Code section 5310 (a) Within 30 to 90 days before the end of its fiscal year, the board shall distribute an annual policy statement that provides the members with information about association policies. The annual policy statement shall include all of the following information: (1) The name and address of the person designated to receive official communications to the association, pursuant to Section 4035 . (2) A statement explaining that a member may submit a request to have notices sent to up to two different specified addresses, pursuant to Section 4040 . (3) The location, if any, designated for posting of a general notice, pursuant to subdivision (a) of Section 4045 . (4) Notice of a member’s option to receive general notices by individual delivery, pursuant to subdivision (b) of Section 4045 . (5) Notice of a member’s right to receive copies of meeting minutes, pursuant to subdivision (b) of Section 4950 . (6) The statement of assessment collection policies required by Section 5730 . (7) A statement describing the association’s policies and practices in enforcing lien rights or other legal remedies for default in the payment of assessments. (8) A statement describing the association’s discipline policy, if any, including any schedule of penalties for violations of the governing documents pursuant to Section 5850 . (9) A summary of dispute resolution procedures, pursuant to Section 5920 and 5965 . (10) A summary of any requirements for association approval of a physical change to property, pursuant to Section 4765 . (11) The mailing address for overnight payment of assessments, pursuant to Section 5655 . (12) Any other information that is required by law or the governing documents or that the board determines to be appropriate for inclusion. (b) The annual policy statement shall be made available to the members pursuant to Section 5320 . Source: Section 5310 , (updated Jan. 1, 2022; accessed Oct. 12, 2026).
Enforcement
| Ref | Requirement |
|---|---|
| (a)(6) | The annual policy statement must include the §5730 statement of assessment collection policies — covering how the association collects past-due assessments and what charges may be imposed for delinquency. |
| (a)(7) | The annual policy statement must describe the association's policies and practices in enforcing lien rights and other legal remedies for assessment defaults. This is the resale-disclosure ASSESSMENT_ENFORCEMENT_POLICY item — buyers and lenders rely on it to understand enforcement risk. |
| (a)(8) | If the association has a discipline policy, it must be described — including any schedule of monetary penalties for governing-document violations under §5850. Skipping the disclosure means the association cannot enforce the schedule. |
Governance
| Ref | Requirement |
|---|---|
| (a) | The annual policy statement — distinct from the annual budget report — must be distributed in the same 30-to-90-day window before fiscal year end. It informs members about the association's operational policies, separately from financial information. |
| (a)(9) | The annual policy statement must summarize the association's dispute resolution procedures under §5920 (alternative dispute resolution) and §5965 (internal dispute resolution). Both ADR and IDR mechanisms must be disclosed to members annually. |
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Legal references last verified July 4, 2026.
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