Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form
Public Report Amendment-Renewal Application (Part I) Form. This is a California form and can be use in Department Of Real Estate Statewide.
Loading PDF...
Tags: Public Report Amendment-Renewal Application (Part I), RE 635, California Statewide, Department Of Real Estate
State of California
Department of Real Estate
Serving Californians Since 1917
Public Report Amendment/Renewal Application
RE 635 Part I (Rev. 12/08)
GENERAL INFORMATION
RE Forms
This is a form to request an amendment and/or renewal of a
final subdivision public report or a conditional public report.
It may also be used to apply for an interim public report.
This application may be used for all types of subdivisions except
time-shares.
Detach and retain this Part I for reference
The following real estate forms are for your reference and may be
listed by number and/or name in this Amendment/Renewal Application. Forms marked with an “*” are part of the RE 635 Packet.
Part I Index
I. When To Apply… ………………………………… 2
II. Where To File Your Application… ……………… 2
III. Use The Latest Forms… ………………………… 2
IV. All Documents Must Be Tabbed/Hole-Punched… 2
V. Single Responsible Party (SRP)…………………… 2
VI. Communications with the Department… ………… 2
VII. Filing Fees………………………………………… 2
VIII. Answer All Questions… ………………………… 2
IX. RE 635 — Amendment/Renewal Application… … 3
X. RE 635A — Expedited Amendment Application… 3
XI. RE 635B — Amendment Application (subdivider
name change/non substantive changes)…………… 3
XII. RE 635D — Expedited Amendment Application
(natural hazards status)… ………………………… 4
XIII. DRE Publications… ……………………………… 4
XIV Public Report Typing……………………………… 4
XV. Receipt for Public Report — Regulation 2795.1… 4
XVI. Regulations Regarding Use of Public Report… … 5
XVII. Documents to be Delivered
(common interest filings only)… ………………… 5
XVIII. Request for Budget Review (RE 681)… ………… 6
350
600A
600C
605
608’s
611A
611D
612
612A
613
614E
618G
623
624
624A
624C
628
629
635
635A
635B
635D
XIX. Duplicate Budget Package………………………… 6
639
XX. Association Financial Records
(common interest filings only)… ………………… 6
643
XXI. Special Circumstances
(common interest filings only)… ………………… 7
643E
Figure
Public Report Header……………………………… 8
Receipt for Public Report or Calif. Permit………… 8
Budget Review Request…………………………… 9
DBP File Layout… ……………………………… 10
…
643I
643J
643K
A
B
C
D
Publications Request*
Blanket Surety Bond [§11013.2/.4]
Purchase Money Handling (Supplemental Questionnaire)*
Subdivision Filing Fees*
Consent to Service of Process (Public Report or Outof-State Registration) [608 = individual; partnership;
corporation; 608A = Out-of-State Trustee)
Planned Construction Statement
Irrevocable Standby Letter of Credit [B&P §11018.5(a)
(2)]
Reservation Instrument
Reservation Deposit Handling Agreement
Common Area Completion Security Agreement and
Instructions to Escrow Depository [§11018.5(a)(2)]
Receipt for Public Report
Final Subdivision Public Report – Amendment*
Budget Worksheet
Notice of Intention (Common Interest)
HOA Common Facilities
Special District and Special Assessment District
Notice of Intention (Standard)
Set-Aside Letter [§11018.5(a)(2)]
Public Report Amendment/Renewal Application*
Public Report Expedited Amendment Application (term/
provision change)*
Public Report Amendment Application (non-substantive
change)
Public Report Expedited Amendment Application (natural hazards status)
Supplemental Questionnaire (Common Interest Subdivision Conversion)
Assessment Security Agreement and Instructions to
Escrow Depository [Reg. 2792.9]*
Subsidy Security Agreement and Instructions to Escrow
Depository [Reg. 2792.10]
Irrevocable Standby Letter of Credit
Surety Bond (Regulation 2792.9)
Surety Bond (Regulation 2792.10)
The Department of Real Estate does not discriminate on the basis of race, color, creed, national origin, ancestry, sex, martial
status, domestic partnership, religion, age, sexual orientation or disability in employment or the provision of services. American LegalNet, Inc.
www.FormsWorkflow.com
643L
681
688
688A
699B
Irrevocable Standby Letter of Credit (Reg. 2792.10)
Budget Review Request
Sample “Set-Aside” Letter [Reg. 2792.10]
Set-Aside Letter (Regulation 2792.9)
Certification (Mutual Water Company)
II.
There are two DRE Subdivision Offices. Each office processes
applications for subdivisions being developed in certain counties
as shown below. Please submit your application to the correct
office. Note: In rare instances DRE may transfer applications
to the other District Office for processing. You will be advised
should your file be transferred.
The following counties are covered by the Southern office:
Special Note — Conditional Public Report
Under California B&P Code §11018.12(d), a person may sell or lease,
or offer for sale or lease, lots or parcels in a subdivision pursuant to a
conditional public report if, as a condition of the sale or lease, delivery
of legal title or other interest contracted for will not take place until
issuance of the final public report and other specified conditions are
satisfied. §11018.12(f) requires a subdivider or principal to provide
a prospective purchaser with a copy of the conditional public report
and a written statement with specified information.
Imperial
Orange
San Bernardino
Santa Barbara
Section 11018.12(a) provides that the term of a conditional public
report for attached residential condominium units, as defined pursuant
to Section 783 of the Civil Code, consisting of 25 units or more as
specified on the approved tentative map, shall not exceed 30 months
and may be renewed for one additional term of six months if the
commissioner determines that the requirements for issuance of a
public report are likely to be satisfied during the renewal term.
III.
(c) exemplar sales agreements and escrow instructions designed
for use in sales conducted under authority of the conditional
public report.
I.
If there are errors in the report or if there are or will be material
changes in the offering (see Regulation 2800), the existing final
subdivision public report or conditional public report must be
amended so that the information therein contained is correct
(amendment). All sales must cease until the amended report is
received, unless an interim public report has been issued.
RE 635 Part I
Use The Latest Forms
Always use the latest revised form. Use of an obsolete form
may invalidate or delay your application.
IV. All Documents Must Be Tabbed/Hole-Punched
In order to efficiently process the application, we require that
all incoming documents, including those submitted after the
original application package, be tabbed with the item numbers
shown in the application. Use heavy stock or fabric tabs, not
plastic or paper tabs. Each tab must show the document’s precise
item number.
Place the tabs on the right side of the documents. Do not place
all tabs in the same location, but stagger them up and down the
right edge of page. Do not place tabs on the upper two inches
of the documents.
The entire submittal package must be hole-punched as shown
in Figure D.
When To Apply
If the subdivision will not be sold out during the term of the
final subdivision public report, application for a renewal of the
report should be submitted approximately six months prior to
the reports expiration date.
All other counties are covered by the Northern office:
Subdivisions Office – North
2201 Broadway
P.O. Box 187005
Sacramento, CA 95818-7005
Telephone: (916) 227-0813
(a) the required fee;
(b) a statement identifying the information required for issuance of the final public report which is not to be available
when the conditional public report is issued and specifying
why that information will not be available at the time of
issuance of the conditional public report; and
Los Angeles
Riverside
San Diego
Ventura
Subdivisions Office – South
320 W. 4th Street, Suite 350
Los Angeles, CA 90013-1105
Telephone: (213) 576-6983
Section 11018.12(h) provides that the term of a conditional public
report shall not exceed 6 months, but the report may be renewed for
one additional six-month period of the Commissioner determines
that the requirements for issuance of a public report are likely to be
satisfied during the renewal term.
In addition to the items required for a final public report, an applicant
for a conditional public report should submit:
Where To File Your Application
Note: • Be sure to also tab and hole-punch any documents submitted after the initial submittal of the application.
• Do not hole-punch original public reports or maps.
• Do not staple management documents together. They
may be fastened by Acco fastener.
V.
Single Responsible Party (SRP)
In order to process your application expeditiously, we request
that a single responsible party (SRP) be designated on the application. Normally, all communication from the DRE regarding your application will be through this person. Other parties
Page 2 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
•
•
Make copies of all documents submitted and to retain them for
your reference.
Always submit correspondence and deficiency corrections to
the office indicated on the deficiency notice.
If requesting an interim public report to be used to take
reservations while your amendment/renewal application is
being processed, remit the fee (see RE 605), mark the appropriate box under Part III, item 1 and submit a completed
RE 612 and 612A. Interim reports are issued for one year
and invalid once the amended or renewed public report has
been issued. Refer to Section III, item G in the SPRAG.
If requesting a conditional public report, refer to instructions in SPRAG.
When corresponding with the Department about a file or when
sending in deficiencies, always reference the DRE application
file number and the name of the Deputy assigned.
Offering that involves use of real property sales contracts,
all inclusive deeds of trust, balloon payments, subsidized
interest and loan payments, “creative financing” plans,
equity sharing plans, “affordable housing” financing, or
other similar financing provisions.
•
VI. Communications with the Department
Raw land subdivision amendments.
•
Mr. John Smith
Smith Title Company
123 Main Street
Anywhere, CA 90000
Sample:
A subdivision offering that is, or is to be, registered with
the HUD Office of Consumer and Regulatory Affairs
(HUD-OCRA) Interstate Land Sales/RESPA Division.
•
Submit ten self-adhesive address labels for the SRP of the filing
and another ten labels for the subdivider. If your filing includes a
duplicate budget package, submit five additional labels for both
parties with the DBP. Complete the labels as shown below:
Renewal applications and applications pertinent to any
public report originally issued prior to May 5, 1962.
•
having an interest in the application should contact the SRP
for status information, rather than the DRE. In addition copies
of all written communications to the SRP will be sent to the
subdivider.
VII. Filing Fees
Refer to Subdivision Filing Fees (RE 605) for appropriate fees
and payment method.
VIII. Answer All Questions
If a question is not applicable, mark it NA. If you need more
space than is available to answer a question, do not hesitate to
use attachments.
IX. RE 635 — Amendment/Renewal Application
RE 635 may be used for all amendment and renewal applications (except for time-share projects).
If any of the following applies, RE 635 must be used:
•
A public report to be issued to an entity other than the
entity to whom the original (or a previously amended)
public report was issued.
•
RE 635A may be used for change of ownership in
standard subdivisions, provided the exhibits listed in
RE 635A are submitted.
•
RE 635B may be used for both standard and common
interest subdivisions for a change only in the subdivider
name without a change in ownership.
•
A material change in homeowners association budget or
financial condition or involving a budget review.
•
Budget was last accepted more than 24 months ago.
•
Proposed amendments to the governing instruments for
common interest subdivisions for which the consent of
the Real Estate Commissioner permitting a vote of owners is required under Section 11018.7 of the Business and
Professions Code.
RE 635 Part I
X.
RE 635A — Expedited Amendment Application
If none of the categories above applies, RE 635A may be used
as follows:
• Submit a completed and signed RE 635A with copies of
all of the documents requested in the form. All documents
to be tabbed and two-hole punched at the top.
• Submit two original typewritten amended public reports
and two photocopies thereof. Also, submit a copy of the
new amended public report with the changes underlined in
red, and a copy of the most recently issued public report.
Note: Do not submit typed-over changes. The proposed amended
report must be a newly typed report, not a modification of
the old report and not a photocopy of the old report.
• On page 1 of RE 618G enter the number of the amendment
to be made and the date on which the report may be used,
as illustrated in Figure A:
Unless you are instructed by DRE to use an earlier or later
date, the amendment date (the date on which the report may be
used) should be no earlier than ten business days after delivery,
whether mailed or hand delivered.
The file number should include an “A01” rather than an “FOO,”
if this is the first amendment. Subsequent amendments reflect
the next consecutive “A##” from that included on the current
public report. If there are any questions regarding the file number, contact the DRE office that will process your amendment
application.
Note: Always confirm with the assigned deputy before using the
amended report.
• The amended public report may be reproduced and used,
as submitted, beginning on the tenth business day following delivery, unless instructed by DRE that the amended
Page 3 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
Note:
public report is not approved for use.
Merchant builders who wish to avail themselves of this
expedited procedure pursuant to the directions in RE
635A should add essentially the following language as
Special Note number one on page 2 of the amended public
report:
This public report covers *___ lots.
* Insert the number of the lot or lots to which the applicant
has title or which are subject of a binding contract or
recorded option agreement, e.g., lot 6 or lots 42, 65,
81.
tions regarding the file number, contact the DRE office that
will process your amendment application.
•
The amended public report may be reproduced and used, as
submitted, beginning on the tenth business day following
deliver, unless instructed by DRE that the amended public
report is not approved for use.
XIII. DRE Publications
XI. RE 635B — Amendment Application (subdivider
name change/non substantive changes)
A. Subdivision Industry Bulletin
The Department publishes a newsletter which includes the
latest subdivision procedures, regulations, form changes,
etc. The Subdivision Industry Bulletin is available on the
DRE Web site, www.dre.ca.gov, by clicking on the Publications tab.
RE 635B may only be used for a change in the name of the
subdivider or other recurring and non-substantive changes. RE
635B may not be used where there is a change in the ownership of the subdivision along with a change in the name of the
subdivider. This form applies to both standard and common
interest developments (including time-shares).
B. Real Estate Law Book
If the name change qualifies, RE 635B may be used as follows:
• Submit a completed and signed RE 635B with copies of
all of the documents requested in the form. All documents
to be tabbed and two-hole punched at the top.
• Submit the filing fee (refer to RE 605). If multiple RE
635B applications are submitted by the same subdivider
concurrently, the first application is subject to the full fee
and the remaining applications are subject to the reduced
fee.
C. Subdivision Public Report Application Guide (SPRAG)
The Guide is a compilation of detailed instructions on
how to apply for a public report plus an item-by-item
analysis of RE 624 and 628, Notices of Intention, and the
documentation which must be submitted with each. The
Guide should prove to be a valuable tool for anyone who
submits applications.
XII. RE 635D — Expedited Amendment Application
(natural hazards status)
RE 635D may only be used for changes in natural hazard status.
RE 635D may not be used where there is any other type of
change in addition to natural hazard status or if a natural hazard
designation will result in a 20% or more increase in the budget
for a common interest subdivision. Use Amendment/Renewal
Application (RE 635) instead.
RE 635D may be used as follows:
•
Submit a completed and signed RE 635D.
•
Submit the filing fee (refer to RE 605).
•
Submit an original typewritten RE 618F with a copy of the
most recently issued public report, and two photocopies
thereof. Refer to the RE 635D for language to be included
on the RE 618F. Unless you are instructed by DRE to use
an earlier or later date, the amendment date (the date on
which the report may be used) should be no earlier than
ten business days after delivery, whether mailed or hand
delivered. The file number should include an “A01” rather
than an “FOO” if this is the first amendment. Subsequent
amendments reflect the next consecutive “A##” from that
included on the current public report. If there are any ques-
RE 635 Part I
Note:
The Real Estate Law Book is available free of charge on our
Web site, www.dre.ca.gov, by clicking on the Publications
tab. Use RE 350 to order a hard copy of the Real Estate
Law Book.
The SPRAG is also available free of charge on our Web
site, www.dre.ca.gov, by clicking on the Publications tab.
Use RE 350 to order a hard copy of the SPRAG.
The Guide is NOT copyrighted. You may reproduce it if
you wish.
SPRAG is item-number-coordinated with RE 624 and 628. It
is not item-number-coordinated with this Amendment/Renewal
Application package, RE 635, thus the following cross reference
guide is provided for your convenience:
Subject (in order of RE 635)
SPRAG Item Number
Title Report
Escrow Instructions
CC&Rs
Bylaws
Articles of Incorporation
Condominium Plan
Deposit Receipt/Agreement to Purchase
Grant Deed
Lease
Annexation
Utilities/Schools
Streets and Roads
Assessment District
Permit to Issue Shares (or RE 699B)
§ 11018.5 B&P Compliance
Budget
6.0
39.0
46.0 and 47.0
45.0
44.0
28.0
23.0
25.0
26.0
38.0 and 49.0
15.0
19.0
18.0
14.0
32.0
38.0 and 51.0
Page 4 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
Subsidy
Financing Documents
RE 608 – Certificate of Qualification
Authorization
subdivider or agent at any time, upon oral or written request,
to any member of the public. A copy of the public report
and a statement advising that a copy of the public report
may be obtained from the owner, subdivider or agent at
any time, upon oral or written request, shall be posted in
a conspicuous place at any office where sales or leases
or offers to sell or lease lots within the subdivision are
regularly made.
34.0
24.0
2.0
52.0
D. Operating Cost Manual
The Manual is a guide of detailed instructions for completing
Budget Worksheet (RE 623) (included in manual) as well as
budget filing requirements for existing associations.
The Operating Cost Manual is available on our DRE Web site,
www.dre.ca.gov, by clicking on the Publications tab. Use RE
350 to order a hard copy of the Operating Cost Manual.
XVI. Regulations Regarding Use of Public Report
Interests in a subdivision shall not be offered for sale or lease until
the Real Estate Commissioner’s final or conditional (amended
or renewed) public report thereon has been issued, nor shall
a deposit be accepted on, or an agreement of sale or lease be
executed for, any interest in the subdivision until a copy of the
final or conditional public report thereon has been given to the
prospective purchaser and a receipt taken therefor.
Each purchaser’s signed receipt for a copy of the final public
report shall be kept on file in the possession of the owner/
subdivider (or agent) of the subdivision for three (3) years
subject to inspection at any reasonable time by the Real Estate
Commissioner or his representatives.
The final public report shall not be used for advertising purposes
unless the report is used in its entirety, nor shall any person
advertise or represent that the Department of Real Estate or the
Commissioner approves or recommends the subdivision project
or sale thereof. No portion of the report shall be underscored,
italicized or printed in larger or heavier type than the balance
of the report unless the report issued by the Commissioner is
so emphasized.
Sale of a subdivision interest by the owner, agent or subdivider
after its repossession shall be considered an original sale, and
a copy of the public report shall be given to the purchaser as
in the case of the original sale.
The owner, subdivider or agent shall immediately furnish
data in writing to the Commissioner on any new condition or
development in the subdivision being offered for sale. (See
Commissioner’s Regulation 2800 for an enumeration of material changes that may require amended subdivision public
reports.)
If the owner of the subdivision options or sells five or more
interests to another, such option or sale shall constitute a
material change within the meaning of Section 11012 of the
California Business and Professions Code, and such owner shall
immediately notify the Real Estate Commissioner in writing
of such option or sale. A purchaser/optionee of five or more
interests is under obligation to obtain an amended public report
before reselling. (See Regulation 2801.5 for further definition
of “Subdivider.”)
When the interest conveyed to purchasers consists of a sublease or lease assignment, the owner, subdivider, or agent of
the subdivider, shall deliver to each purchaser a copy of the
original lease and all subsequent modifications, extensions and
assignments upon which the interest to be conveyed is based.
XIV Public Report Typing
Amended/renewed subdivision public reports are typed at
both the Northern and Southern Subdivision Offices. Public
reports will automatically be mailed to the entity designated
as the single responsible party in this application, unless DRE
is notified otherwise.
XV. Receipt for Public Report — Regulation 2795.1
Each prospective purchaser must be given a copy of the public
report for which a receipt must be completed and retained for
three years. A Receipt for Public Report (RE 614E) shall be
used by the owner/subdivider (or agent). (Refer to Figure B.)
A copy of RE 614E will be provided when the public report is
issued.
The receipt is to be kept on file by the subdivider (or the agent)
for three (3) years.
Note:
Regulation 2795.1(a) states: “A receipt on the form specified herein shall be taken by or on behalf of the subdivider
from each person executing a reservation agreement under
authority of a preliminary or an interim public report and
from each person who has made a written offer to purchase
or lease a subdivision interest under authority of a final
subdivision public report.”
Subdivision (b) of Regulation 2795.1 provides that the
receipt shall be retained for a period of three years from
the date of the receipt and shall be available for inspection
by DRE during regular business hours.
Section 11018.1 of the Business and Professions Code stipulates
when, and to whom, the subdivider or the subdivider’s agents
or salespersons must give copies of the public report:
Prospective Purchaser to Receive Report
§11018.1.
(a) A copy of the public report of the commissioner, when
issued, shall be given to the prospective purchaser by the
owner, subdivider or agent prior to the execution of a binding contract or agreement for the sale or lease of any lot
or parcel in a subdivision. The requirement of this section
extends to lots or parcels offered by the subdivider after
repossession. A receipt shall be taken from the prospective
purchaser in a form and manner as set forth in the regulations of the Real Estate Commissioner.
(b) A copy of the public report shall be given by the owner,
RE 635 Part I
Page 5 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
The proposed further division of any interest in the subdivision
must be reported to the Real Estate Commissioner pursuant to
Section 11012 and/or 11018.7 of the Business and Professions
Code. (Also, see Regulation 2800.)
A division of any interest in the subdivision into five or more
interests may constitute a new subdivision as defined by Section 11000 et seq. of the Business and Professions Code and a
separate final public report may be required for that offering.
Note:
All sections of the Business and Professions Code and the
Commissioner’s Regulations (California Code of Regulations) mentioned herein can be found in the Real Estate
Law Book.
Review of Sections 11288 through Section 11200 of the
Business and Professions Code and Regulations 2790
through 2817 may be of benefit to you.
XVII. Documents to be Delivered (common interest filings only)
Pursuant to Section 11018.6 of the Business and Professions
Code, the subdivider of a common interest subdivision must
make certain documents available to prospective purchasers
prior to entering into a purchase contract:
§11018.6. Any person offering to sell or lease any interest subject to the requirements of subdivision (a) of Section 11018.1
(B&P Code) in a subdivision described in Section 11004.5
shall make a copy of each of the following documents available
for examination by a prospective purchaser or lessee before
the execution of an offer to purchase or lease and shall give a
copy thereof to each purchaser or lessee as soon as practicable
before transfer of the interest being acquired by the purchaser
or lessee:
(a) The declaration of covenants, conditions and restrictions
for the subdivision.
(b) Articles of incorporation or association for the subdivision
owners association.
(c) Bylaws for the subdivision owners association.
(d) Any other instrument which establishes or defines the
common, mutual, and reciprocal rights, and responsibilities of the owners or lessees of interests in the subdivision
as shareholders or members of the subdivision owners
association or otherwise.
(e) To the extent available, the current financial statement and
related statements specified in Section 1365 of the Civil
Code, for subdivisions subject to those provisions.
(f) A statement prepared by the governing body of the association setting forth the outstanding delinquent assessments
and related charges levied by the association against the
subdivision interests in question under authority of the
governing instruments for the subdivision and association.
Owners of interests in common interest subdivisions must
RE 635 Part I
provide essentially the same documents to potential purchasers
(resales) pursuant to Section 1368 of the Civil Code.
XVIII. Request for Budget Review (RE 681)
•
Fill out the RE 681 as shown in Figure C and attach it to the
front of the duplicate budget package folder.
•
Items – pertain to the subdivision itself, not to the subdivider’s address particulars.
XIX. Duplicate Budget Package
(common interest filings only)
If you are submitting a renewal application it is unlikely that
DRE’s Budget Review Section has a separate budget package
on file pertinent to your project.
To enable simultaneous processing of your renewal application
by DRE’s Deputies and Appraisers, submit a duplicate budget
package (DBP) with your renewal application.
The DBP is to be set up as follows:
Attach a completed RE 681 to the outside front of a side-tabbed,
legal-sized, manila folder. Attach all the DBP documents inside
as shown in Figure D; attach the two-hole punched documents
with an Acco fastener. Do not obscure any writing/drawing on
the documents when attaching them to the folder.
The items to be included in the duplicate budget package are:
• Completed RE 681 (Do not tab. Fasten to outside of
folder)
• Five address labels for both the SRP and subdivider
• Vicinity map
• Tract/parcel map
• Condominium plan (Condominium projects only)
• Plot plan/site plan
• Conditions of approval (local agency)
• A copy of the Part III of RE 635
• RE 611A, if applicable
• RE 623
• Other phases information (phased projects only)
• RE 624A(s)
• RE 639 including all documents required by the 639 (conversions only)
• Subsidy/maintenance agreement and accounting procedure
, if any
• Contracts obligating HOA, if any
• Use/easement agreements (miscellaneous documents)
• Bylaws
• CC&Rs
• Declaration(s) of annexation (phased projects only)
XX. Association Financial Records (common interest
filings only)
A. If an association has been formed, the following information
should be submitted with renewal and/or amendment filings,
if there has been a change in budget information previously
accepted by the Department. (See Operating Cost Manual for
Page 6 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
more information.
1. The association’s most recently audited financial statements
for the past year or from start-up, whichever is less, and a
year-to-date statement. (If the reserve study, item 4 below,
is not available, submit financial statements for the past
two years, or from start-up, whichever is less.)
2. A copy of the association’s current budget. If the association has approved the budget for the next fiscal year, also
include next year’s budget and indicate the commencement
date for the fiscal year.
3. A statement from the association showing the dollar amount
of past due assessments for the entire subdivision. The
statement should indicate what assessments are due from
the subdivider or should indicate that the subdivider is
current in assessment payments.
4. A copy of the following information which is required to
be distributed to the membership per Civil Code Section
1365, commonly referred to as a reserve study:
a. Estimated revenue and expense on an accrual basis.
b. The amount of the total cash reserves of the association
currently available for replacement or major repair of
common facilities and for contingencies.
c. An itemized estimate of remaining life of, and the
methods of funding to defray the costs to repair, replace
or add to, major components of the common areas and
facilities for which the asso ation is responsible.
ci
d. A general statement setting forth the procedures used
by the association’s governing body in the calculation
and establishment of reserves to defray the costs to
repair, replace, or add to, major com onents of the
p
common areas and facilities for which the Association
is responsible.
B. If an association has not been formed, submit a copy of the
proposed budget on RE 623 including the project inventory
and all worksheets.
XXI. Special Circumstances (common interest filings
only)
If the project has been used as a rental project or the public report was issued over five years ago, or if there are other special
circumstances the Department may require documentation in
addition to documentation requested in Part III of this application; e.g. the duplicate budget package.
RE 635 Part I
Page 7 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
Figure “A”
Final Subdivision Public Report
In the matter of the application of Amendment
File No:
Joe D. Subdivider
Mary L. Subdivider Issued:
019299SA - A02
Amendment No:
2nd
Amendment Date:
December 21, 1987
for a final subdivision public report on
October 6, 1992
Happy Acres
Sacramento County, California
Expires:
October 7, 1987
Figure “B”
Receipt for Public Report
The Laws and Regulations of the California Real Estate Commissioner require that you as a prospective purchaser
or lessee be afforded an opportunity to read the public report for this subdivision before you make any written
offer to purchase or lease a subdivision interest or before any money or other consideration toward purchase or
lease of a subdivision interest is accepted from you.
In the case of a preliminary or interim public report you must be afforded an opportunity to read the public report
before a written reservation or any deposit in connection therewith is accepted from you.
In the case of a conditional public report, delivery of legal title or other interest contracted for will not take place
until issuance of a final public report. Provision is made in the sales agreement and escrow instructions for the
return to you of the entire sum of money paid or advanced by you if you are dissatisfied with the final public report
because of a material change. (See California Business and Professions Code §11012.)
DO NOT SIGN THIS RECEIPT UNTIL YOU HAVE RECEIVED A COPY OF THE PUBLIC REPORT AND
HAVE READ IT.
I read the Commissioner’s Public Report on ____________________________________________________
[File Number]
________________________________________________________________________________________.
[Tract Number or Name]
I understand the public report is not a recommendation or endorsement of the subdivision, but is for infor ation
m
only.
The issue date of the public report which I received and read is: ______________________.
Signature
Date
Address
RE 635 Part I
Page 8 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
Figure “C”
State of California
Department of Real Estate
Subdivisions
Budget Review Request
File Number
RE 681 (Rev. 9/99)
To Be Completed By DRE
TO:
From: (Deputy)
LA
Date Sent
SAC
LA
Due Date
SAC
pl
e
Comments
To Be Completed By Applicant
m
Subdivider
Master Planned Development Number (if applicable) Master File Number (if applicable)
Subdivision Name Advertising Name
Sa
Tract Number
Subdivision Street Address
Cross Streets
Type of Project (check one)
City (or nearest city)
County
Condominium
Time Share Use
Community Apartment
Condominium Conversion
Time Share Estates
Undivided Interest
Planned Development
Stock Cooperative
Planned Development Mobile Home
Stock Cooperative Conversion
Other: ________________________
Limited Equity Housing Cooperative
Number of Units/Lots Number of Phases (i.e., Phase 2 of 3 Phases) If conversion, age
Is RE 611A on file?
Date of most recent DRE budget review file number of most recent DRE budget review
NO YES NA
If the application is for a subsequent phase of a multi-phase project, does the subdivider
have sufficient votes to control the association?… …………………………………………… YES NO
How many budgets enclosed? Most recent budget reviewed by
Project Narrative/Comments
RE 635 Part I
Page 9 of 10
American LegalNet, Inc.
www.FormsWorkflow.com
FIGURE “D”
DUPLICATE BUDGET PACKAGE FILE LAYOUT
Note: • Attach completed RE 681 to the outside front of the folder.
• Documents are not drawn to scale.
• *Vicinity Map, Proposed or Recorded Condo Plan and Plot Plan must be large scale and legible.
RE 624
Part III Questionnaire
(copy on top)
RE 611A, if applicable
RE 623
Future Phases Information
RE 624A
RE 639
(Including all documents
required by RE 639)
Address Labels
Vicinity Map *
Subsidy/Maintenance
Agreement and Accounting Procedure
Existing and Proposed Contracts
Conditions of Approval
Use/Easement Agreements
(Miscellaneous documents)
Tract/Parcel Map
Proposed Bylaws
Proposed or Recorded
Condo Plan *
Proposed CC&Rs
Plot Plan *
RE 635 Part I
Proposed Declaration
of Annexation
Page 10 of 10
American LegalNet, Inc.
www.FormsWorkflow.com