Annual Policy Statements
Required
Contents
Civil Code
Section 5310 requires an association to distribute an annual policy
statement that provides members with information about the association’s
policies. The annual policy statement must include all of the following
information:
1.
Person
Receiving Communications to the Association – The name and address of the
person designated by the association to receive official communications to the
association pursuant to Civil Code
Section 4035. (Civ. Code §
5310(a)(1).)
For California Pines, this is:
Dave Lake, Administrator
CAL
PINES POA
HC
4 Box 45010
750
Shasta View Drive
Alturas,
CA 96101
2. Right to Request an
Alternative Mailing Address – A statement explaining that a member may submit a request
to have association documents and notices sent to up to two (2) different
specified addresses, pursuant to Civil Code
Section 4040(b). (Civ. Code §
5310(a)(2).)
Any California Pines Association Member that
would like association documents and notices sent to a second address may
submit that request in writing to the address shown in Section 1 (above).
Please include all assessor parcel numbers that the address applies to. Your Assessor Parcel numbers may be found on your
property tax bill.
Fiscal Impact: If a significant number of members choose this
option, it may require the Association to
increase its annual membership fees.
General notices of the Association are posted
on the California Pines Property Owners Association Online LOG as well as in
the lobby of the California Pines Lodge.
As stated above, if any Association Member would like to
receive General Notices by individual delivery, they may by submitting the
request in writing to the address shown in Section 1 (above). Please
include all assessor parcel numbers that the request applies to. Your
Assessor Parcel numbers may be found on your property tax bill.
Fiscal Impact: If a
significant number of members choose this option, it may require the
Association to increase its annual membership fees. As an
alternative, members may receive general notices automatically by email simply
by entering their email address on the Online LOG.
As stated above, Association Members may view
the meeting minutes for both Member and Board Meetings by accessing the Online
LOG at www.californiapinespoa.org.
6.
Statement
of Assessment Collection Procedures – The statement of assessment collection policies and
procedures required under Civil Code
Section 5730. (Civ. Code §
5310(a)(6).) This statement includes a notice that members
who are delinquent in the payment of assessments may request to meet with the
board to discuss a payment plan. (Civ. Code §§ 5730(a))
7.
Assessment
Collection Policy
– A statement describing the association’s policies and practices in enforcing
lien rights or other remedies for delinquent assessments. (Civ. Code §
5310(a)(7))
9.
Dispute
Resolution Procedures
– A summary of the dispute resolution procedures, pursuant to Civil Code
Sections 5920
and 5965.
(Civ. Code §
5310(a)(9))
See Section 3 and 4 of the Declaration of
Restrictions for your Lake or Hill Unit.
Same as the mailing address indicated in Section 1
(above).
12. Additional Required
Information
– Any other information that is required by law or the governing documents, or
information which “the board determines to be appropriate for inclusion” in the
annual policy statement. (Civ. Code §
5310(a)(12).)
When
Distributed
The
annual policy statement must be distributed to the members within thirty (30)
to ninety (90) days before the end of the association’s fiscal year. (Civ. Code §
5310(a).) In addition to making this information available
via this Internet LOG (as noted above), the POA also distributes this
information in the printed version of the LOG, typically in the FALL.
How
Distributed
The
annual policy statement must be distributed to all members by individual
delivery. (Civ. Code §§ 5310(b),
5320(a).)
An association is permitted to distribute the annual policy statement in one of
the following forms: (Civ. Code §
5320(a)(1)-(2).)
- The full annual policy
statement; or
- A summary of the annual
policy statement. The summary must include a general description of the
content of the annual policy statement, as well as instructions on how the
member may request a complete copy of the annual policy statement at no
cost to the member. Those instructions must be printed in at least
10-point boldface type on the first page of the summary.
Notwithstanding the above, if a member has requested to
receive association reports in full, the association must deliver the full
annual policy statement to that member, rather than the summary referenced
above. (Civ. Code §
5320(b).)