Checklists for Associations and Association Managers

Provided by the law firm of Epsten Grinnell & Howell  Attorneys 

serving community Associations  858-527-0111


         We have attempted to put the most significant statutory duties imposed on community association boards and managers into these checklists. Each includes a citation to the statutes from which these duties are derived. We do not guarantee that these checklists encompass all statutory obligations imposed on associations or managers. They certainly cannot address all contractual obligations or governing document duties which can and do vary widely. These checklists are also significantly condensed, so the reader must consult the statutes for important details.
          While duties from the California Corporations Code affect just incorporated associations, they might be used as guidance by a court in determining whether an unincorporated association has acted reasonably. (NOTE: The entire Nonprofit Mutual Benefit Corporations Law applies to associations incorporated before January 1, 1980, except it does not apply to the mandatory contents of the articles of incorporation, unless the corporation amends them later and elects to be governed under the new law. [Corp. Code §§9912 & 9913])

 

If the Association Board is Sued

Annual or Periodic Board Duties

Board Fiscal Duty Checklist

Membership Meeting Checklist

Board Meeting Checklist

Construction Defect Issues

Membership Rights

Membership/Owner Duties

Management Company Duties

Senior Housing Duties and Rights