How to Find Official HOA Documents
This site does not host official HOA records. Owners should review official documents through the owner portal or request records from management.
Use the official owner portal
Log in to the official HOA/AppFolio portal and look for budget packets, reserve studies, minutes, contracts, addendums, change orders, progress reports, and disclosures.
Open AppFolio portal →Request missing records in writing
If a document is not available in the portal, owners can request association records from the property management company in writing.
Keep requests specific, dated, and saved for your records.
Examples of records owners may want to review
Budget and reserve records
- Annual budget packet
- Reserve study
- Reserve summary
- Reserve funding plan
Project records
- Executed contracts
- Change orders
- Approved invoices
- Progress reports
Governance records
- Board meeting minutes
- Annual disclosures
- Insurance summaries
- Election and member notices
California record-inspection basics
Association records
California Civil Code §5200 defines association records to include categories such as financial documents, executed contracts not otherwise privileged, written board approval of vendor or contractor proposals or invoices, reserve balances, payments from reserve accounts, minutes, and governing documents.
See official source: California Civil Code §5200.
Use records carefully
Association records and information from them should not be sold, used commercially, or used for a purpose unrelated to a member’s interest as a member. Avoid sharing private, privileged, personnel, litigation, or owner-identifying information.
Simple request format
When requesting records, be specific. Example:
Please provide electronic copies of the executed contract, any addendums, approved change orders, invoices paid to date, invoices approved but unpaid, and any project ledger or payment schedule related to [specific project].