Buyer Disclosure Documents

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Disclosure Documents

The State of California mandates that a prospective buyer of a Montevalle property review the disclosure documents listed below before escrow closes.

If you have questions about any of these documents, contact the Montevalle Office.

Montevalle prospective buyer disclosure documents

Buyer Disclosure Documents

The Montevalle Homeowner’s Handbook

The Montevalle Homeowner’s Handbook contains documents each prospective buyer should review before purchasing a property at Montevalle of Scotts Valley, ideally before they finalize and submit a purchase offer. These documents must be reviewed prior to meeting with Montevalle’s Community Manager and Board Member, and before escrow closes.

Each homeowner receives The Montevalle Homeowner’s Handbook in a 3-ring binder.

  • The Handbook’s section titles are shown in blue-italic font in the table below.
  • Handbook sections 8, 9, 10 and 13, plus the “Montevalle Emergency Medical Response Plan for the Mill and Lodge,” are also included in The Montevalle Annual Policy (Disclosure) Report (i.e., Exhibits A through E, respectively) and can be viewed using the green hyperlinks in the table below.
Montevalle Facilities Activities & Traditions
(Section 1)		 Summary of Montevalle CCR & Rules
(Section 2)
Summary of Montevalle Finances
(Section 3)		 Helpful Community Information
(Section 4)
Sample Forms for Montevalle Uses
(Section 5)		 Bylaws, CC&Rs (Covenants, Conditions & Restrictions), and Rules & Regulations
(Section 6)

Click HERE to view → Annual Policy Disclosures Packet
(Section 7):

  • Section 1:  Official Communications
  • Section 2:  Specified Addresses
  • Section 3:  Posting of General Notices
  • Section 4:  Receipt of General Notices
  • Section 5:  Meeting Minutes
  • Section 6:  Assessment Collection Policies
  • Section 7:  Statement of Policies and Practices in Enforcing Lien Rights
  • Section 8:  Association Discipline Policy, (see also Exhibit A: “Montevalle Complaint & Rule Enforcement Procedure”)
  • Section 9:  Dispute Resolution Procedures, (see also Exhibit B: “ADR & IDR Dispute Resolution Policy”)
  • Section 10:  Requirements for Physical Changes to Property, (see also Exhibit C: “Montevalle Architectural Committee Guidelines”)
  • Section 11:  Address for Overnight Payment of Assessments
  • Section 12:  Other Disclosures and Notice of Any Pending Litigation
  • Section 13:  Homeowner Pricing and Fee Schedule
  • Section 14:  Fair Housing Policy
  • Section 15:  Right to Receive Annual ReportRight to Receive Annual Report
  • Exhibit A:  Association Discipline Policy (Montevalle Complaint and Rule Enforcement Procedure)
  • Exhibit B:  ADR and IDR Dispute Resolution Policy
  • Exhibit C:  Architectural Procedure for Approval of Physical Changes
  • Exhibit D:  Montevalle Homeowner Pricing and Fee Schedule
  • Exhibit E:  Montevalle Emergency Medical Response Plan

Most recent Montevalle Board Meeting Minutes
(Section 8)
(If a Board Meeting was not held, no minutes are listed here for that month.)

Oct 24 2024   Aug 22 2024   Aug 12 2024   Aug 1 2024   Mar 2024   Feb 2024   Jan 2024   Oct 2023   Jun 2023   Apr 2023   Feb 2023   Sep 2022   Jul 2022   Jun 2022   May 2022

Annual Budget Report FY 2024-2025, Rev. Jul 1, 2024 (includes Current Reserve Account Information)
(Section 9)		 Financial Statements FY2023, Rev. Jul 31, 2023 (included in the Independent Auditor’s Report, Rev. Nov 5, 2023)
(Section 10)
Articles of Incorporation, Rev. Jul 18, 1968
(Section 11)		 Living in a Common Interest Development.
David-Sterling.com
(Section 12)
OTHER
New Owner Orientation, Rev. Jul 2022 (includes Frequently Asked Questions)  

Important Note to Prospective Buyers:

  1. Look into getting a property survey to confirms the boundaries of a given property according to records and legal descriptions. It can be potentially significant to know where your property line is for legal purposes and if you’re adding structures to your property. Lot lines are not always what they appear to be.
  2. Start to look for a Homeowners Insurance policy early. Insurance is more difficult to find now after the CZU fires in 2020 and the heavy rains early in 2023.

Homeowner Governing Documents homeowner property

Also view Montevalle’s Homeowner Governing Documents.