STATE OF CALIFORNIA DEPARTMENT OF REAL ESTATE NOTICE OF INTENTION (COMMON INTEREST) INTRODUCTION USE OF MASTER FILE DOCUMENTS INSTRUCTIONS all Note one American LegalNet, Inc. www.FormsWorkFlow.com Page 2 of 9 EXAMPLE (From Part III) 205205205205205205205205205205205 EXAMPLE (From Part II) Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Item Number Your answer from Part III Qualifying Answer Document Required (If columns #2 & #3 Match) Document Submitted Required for SCA 7 YES American LegalNet, Inc. www.FormsWorkFlow.com Page 3 of 9 STATE OF CALIFORNIA DEPARTMENT OF REAL ESTATE NOTICE OF INTENTION (COMMON INTEREST) INDEX/QUANTITATIVE DEFICIENCY NOTICE (SCA) Note: 225 Master File Item TRACT NAME/NUMBER FILE NUMBER (TO BE ENTERED BY DRE) Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Item Number Your answer from Part III Qualifying Answer Document Required (If columns #2 and #3 match) Document Submitted Required for SCA 7 area American LegalNet, Inc. www.FormsWorkFlow.com Page 4 of 9 Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Your answer Qualifying Document Required Document Required for Item Number from Part III Answer (If columns #2 and #3 match) Submitted SCA American LegalNet, Inc. www.FormsWorkFlow.com Page 5 of 9 Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Your answer Qualifying Document Required Document Required for Item Number from Part III Answer (If columns #2 and #3 match) Submitted SCA American LegalNet, Inc. www.FormsWorkFlow.com Page 6 of 9 Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Your answer Qualifying Document Required Document Required for Item Number from Part III Answer (If columns #2 and #3 match) Submitted SCA American LegalNet, Inc. www.FormsWorkFlow.com Page 7 of 9 Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Your answer Qualifying Document Required Document Required for Item Number from Part III Answer (If columns #2 and #3 match) Submitted SCA American LegalNet, Inc. www.FormsWorkFlow.com Page 8 of 9 DUPLICATE BUDGET PACKAGE INFORMATION (DBP) The documents required in the DBP will vary depending on your project222s set-up. In order to determine whether your DBP is complete, transcribe your answers from Part III to column #2 below. If your answer matches the preprinted qualifying answer in column #3, the DBP must include the documents shown in column #4. When all the required documents are collected, submit them at one time in a separate folder as described in Part I, item XIV and as shown in Figure B. All items required for DBP must be submitted at one time. If the DBP is not complete the entire folder will be returned. and if the budget for this phase was accepted within the last twenty-four months, and if there is absolutely no change in the offering, you may submit RE 684A in lieu of a DBP. See Instructions, Part I, item XIV. May be deleted from subsequent phase or subsequent map XIV. Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 Part III Item Number Your answer from Part III Qualifying Answer Document Required (If columns #2 and #3 match) Document Submitted Required for SCA NA Always Submit RE 681 NA Always Submit Address Labels - 5 for SRP and 5 for Subdivider NA Always Submit Part III Questionnaire 1M3 YES Phasing schedule NO 27A Always Submit or evidence submitted for 28 YES page 29 Always Submit Plot Plan and Landscape Plan 30 Always Submit Vicinity Map 31A Always Submit YES RE 611A 33B YES RE 639 Inspection Report, pursuant to Health and Safety Code Reserve Study* Utility Bills* Income & Expense Statements* NOTE: * Applicable to DBP and if HOA not yet formed. If HOA is formed, submit information requested under American LegalNet, Inc. www.FormsWorkFlow.com Page 9 of 9 Column #1 Column #2 Column #3 Column #4 Column #5 Column #6 33C YES Reserve Study Utility Bills* Income & Expense Statements* Note:* Applicable to DBP and if HOA not yet formed. If HOA is formed, submit information requested under 38C(3) 34 YES Subsidy/Maintenance Agreement and Supporting Documents 35 YES Contract(s) Obligating HOA 37A Always Submit RE 623 38A YES RE 623(s); Future Phases 38B NO Map of Future Phases 38C(1)(a) YES Assessment Delinquency Report 38C(2) YES Proposed HOA budgets, RE 623(s) 38C(3) Yes Financial Statements HOA's adopted budget Assessment Delinquency Report Reserve Study Assessment & Reserve Funding Disclosure Summary per CC 5570 HOA's operating and reserve bank statements RE 660C 38C(5) Submit If available, copy of the most recent RE 660C 45 YES Bylaws 47 Always Submit Proposed CC&Rs 49 YES Declaration of Annexation 51 Always Submit Duplicate budget package and copy of RE 681 or RE 684A American LegalNet, Inc. www.FormsWorkFlow.com