Managing agent disclosure
- Statute:
- California §5375 · Chapter CIV-6 (Davis-Stirling Act Ch. 6 — Association Governance)
- Topic:
- Contracts & Vendors · Manager disclosure
- Applies to:
- HOA associations
Before entering a management contract, a prospective managing agent must disclose in writing to the board any relationships or interests this section lists (referral fees, common ownership with vendors, and similar).
📄 Read the official text at leginfo.legislature.ca.gov →
How SoShiny helps with Managing agent disclosure
SoShiny tracks vendor contracts, certificates of insurance, and W-9s with renewal warnings color-coded by urgency. The contracts and COIs the statute requires you to make available to members are never more than two clicks away.
See the feature → Start freeFrequently asked
- What does California §5375 require?
- Before entering a management contract, a prospective managing agent must disclose in writing to the board any relationships or interests this section lists (referral fees, common ownership with vendors, and similar).
- Who does California §5375 apply to?
- California §5375 applies to HOA associations in California.
- What happens if our CID doesn't comply with §5375?
- Non-compliance can expose the association and individual directors to disputes in the governing forum for California community associations. SoShiny's audit trail and documented workflows are designed to demonstrate good-faith compliance.
- Where can I read the official text of California §5375?
- The official text is published by the California Legislature at leginfo.legislature.ca.gov. The summary on this page is for plain-English reference only and is not legal advice.
- How does SoShiny help with Managing agent disclosure?
- SoShiny tracks vendor contracts, certificates of insurance, and W-9s with renewal warnings color-coded by urgency. The contracts and COIs the statute requires you to make available to members are never more than two clicks away. Learn more →
Not legal advice. This page is a plain-English summary of California §5375 prepared by SoShiny for board members and managers. For binding legal advice or interpretation, consult a California-licensed attorney. For the official statutory text, see the link above.
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