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加州 · 2026年法規第506章

AB 739 — 儲備金研究和管理代理人的收費成為可查閱的記錄

會員可以要求查閱的清單中增加了兩份文件，另有一項會計要求被移到了它應在的位置。

法案 AB 739（Jackson） 章 506（2026年法規） 簽署成法 2026-09-27 生效日期 2027-01-01 修訂條文 § 5200 · § 5500

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

尚未生效。本法案於2026年9月27日簽署，將於2027年1月1日生效。在此之前，適用的是各條文頁面上的條文；下方的修改對照也顯示在那些頁面的條文下方。

《加州民法典》第5200條界定什麼算作協會記錄，而第5205條隨後要求協會提供這些記錄。查閱權完全通過這份清單運作：清單以外的文件，協會可以不說明理由而不予提供。

本法案在儲備金帳戶一項中加入第5550條規定的儲備金研究，並新增一項，列入第5500條(g)規定的管理代理人收費明細。本法案還把這些記錄必須採用權責發生制或修正權責發生制的要求，從該項的最後一行移入總分類帳簿的定義本身，使其只能有一種解讀。

逐條列出的修改內容

讀取自本法案簽署成法的文本，並與現行條文逐個分項比較——刪除的文字加刪除線，新增的文字加下劃線，重新編號與實質修改分開列出。

§ 5200

在該期間內，只有本法案修訂了本條。

  1. (a)(3)(D)修訂… 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]刪除The records described in this paragraph shall be prepared in accordance with an accrual or modified accrual basis of accounting.
  3. (a)(7)修訂Reserve study pursuant to Section 5550, reserve account balances balances, and records of payments made from reserve accounts.
  4. (a)(16)增訂Statements of fees charged by the managing agent pursuant to subdivision (g) of Section 5500.

§ 5500

在該期間內，只有本法案修訂了本條。

  1. (g)增訂Review, on an annual basis, a statement of fees charged by the managing agent, which shall include the following:
  2. (g)(1)增訂The time period covered by the statement of fees.
  3. (g)(2)增訂The total number of separate interests in the association during the time period covered by the statement of fees.
  4. (g)(3)增訂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)增訂The breakdown of the total amount described in paragraph (3) into the following categories:
  6. (g)(4)(A)增訂Base management fees, which include amounts paid pursuant to fixed or recurring compensation specified in the management agreement.
  7. (g)(4)(B)增訂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)增訂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)增訂For the purposes of this section, “managing agent” does not include an employee of the association.

比較的對象是本站公佈的條文，即上述日期之前的現行條文。

法案記錄和簽署成法的文本取自加州立法顧問辦公室（Legislative Counsel）批量發佈的資料。簽署成法的法案文本 · /data/pending.json

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