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加州 · 2026年法规第506章

AB 739 — 储备金研究和管理代理人的收费成为可查阅的记录

会员可以要求查阅的清单中增加了两份文件，另有一项会计要求被移到了它应在的位置。

法案 AB 739（Jackson） 章 506（2026年法规） 签署成法 2026-09-27 生效日期 2027-01-01 修订条文 § 5200 · § 5500

An act to amend Sections 5200 and 5500 of the Civil Code

尚未生效。本法案于2026年9月27日签署，将于2027年1月1日生效。在此之前，适用的是各条文页面上的条文；下方的修改对照也显示在那些页面的条文下方。

《加州民法典》第5200条界定什么算作协会记录，而第5205条随后要求协会提供这些记录。查阅权完全通过这份清单运作：清单以外的文件，协会可以不说明理由而不予提供。

本法案在储备金账户一项中加入第5550条规定的储备金研究，并新增一项，列入第5500条(g)规定的管理代理人收费明细。本法案还把这些记录必须采用权责发生制或修正权责发生制的要求，从该项的最后一行移入总分类账簿的定义本身，使其只能有一种解读。

逐条列出的修改内容

读取自本法案签署成法的文本，并与现行条文逐个分项比较——删除的文字加删除线，新增的文字加下划线，重新编号与实质修改分开列出。

§ 5200

在该期间内，只有本法案修订了本条。

  1. (a)(3)(D)修订… account over a specified period of time. The records described in this paragraph shall be prepared in accordance with an accrual or modified accrual basis of accounting.
  2. (a)(3) [concluding text]删除The records described in this paragraph shall be prepared in accordance with an accrual or modified accrual basis of accounting.
  3. (a)(7)修订Reserve study pursuant to Section 5550, reserve account balances balances, and records of payments made from reserve accounts.
  4. (a)(16)增订Statements of fees charged by the managing agent pursuant to subdivision (g) of Section 5500.

§ 5500

在该期间内，只有本法案修订了本条。

  1. (g)增订Review, on an annual basis, a statement of fees charged by the managing agent, which shall include the following:
  2. (g)(1)增订The time period covered by the statement of fees.
  3. (g)(2)增订The total number of separate interests in the association during the time period covered by the statement of fees.
  4. (g)(3)增订The total amount billed and paid by the association to the managing agent during the time period covered by the statement of fees.
  5. (g)(4)增订The breakdown of the total amount described in paragraph (3) into the following categories:
  6. (g)(4)(A)增订Base management fees, which include amounts paid pursuant to fixed or recurring compensation specified in the management agreement.
  7. (g)(4)(B)增订Fee schedule charges, which include amounts paid for additional or optional services provided by the managing agent pursuant to a fee schedule adopted by the board of directors as part of the management agreement.
  8. (g)(4)(C)增订Reimbursable expenses, which include amounts paid to reimburse the managing agent for third-party costs or expenses incurred on behalf of the association.
  9. (h)增订For the purposes of this section, “managing agent” does not include an employee of the association.

比较的对象是本站公布的条文，即上述日期之前的现行条文。

法案记录和签署成法的文本取自加州立法顾问办公室（Legislative Counsel）批量发布的资料。签署成法的法案文本 · /data/pending.json

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