HOA Management Software for California
Purpose-built for communities governed by Davis-Stirling Common Interest Development Act (Civil Code §4000+). Auto-generated filings, state-statute-aware AI, and a free tier for small HOAs.
Built for California's rules
Every state's HOA statute has its own filing windows, disclosure requirements, and election rules. ForgeHOA's AI cites them inline and our workflows match them out of the box.
- Reserve study + 30-year funding plan per Civ. Code §5550, ForgeHOA's reserve-forecast module runs the visual inspection cadence (every 3 years) and refreshes the funding summary annually for §5570
- Annual Budget Report (§5300), Annual Policy Statement (§5310), and Reserve Funding Summary auto-assembled with statute citations inline and member-delivery tracking
- Civ. Code §5806 fidelity bond / crime insurance tracking (AB-2912), ForgeHOA stores carrier, limits, and the funds-under-control calc so renewals never lapse
- Civ. Code §5100–5125 election workflow with inspector-of-elections support, online secret-ballot voting, and the 30-day pre-ballot rules disclosure (§5105)
- AB-180 / Gov. Code §51182 defensible-space tracking for fire-prone areas, annual owner notice templates and inspection logging built in
- Spanish-language rendering enabled by default, required outreach for many California communities
Frequently asked questions
Is ForgeHOA compliant with California Davis-Stirling requirements?
Yes. ForgeHOA auto-generates the Annual Budget Report (Civ. Code §5300), Annual Policy Statement (§5310), and Reserve Funding Summary that California associations must distribute 30–90 days before fiscal year end. Reserve studies are tracked on the §5550 three-year visual-inspection cycle, and the platform produces the §5570 reserve summary each year. Election workflows follow §§5100–5125 with optional inspector-of-elections integration, online secret-ballot voting, and automated pre-ballot rules disclosure.
How does ForgeHOA handle Civil Code §5200 record requests?
The Documents module ships a request-tracking workflow tied to the §5200 inspection rules. When an owner requests records, the timer starts (10 business days for current-year financials, 30 days for older), redactions for §5215 protected fields (member emails, phone numbers, dispute records) are applied automatically, and a response log is generated for the board file. Members get a secure portal link; the association keeps a cost-recoupment ledger per §5205(g).
Does ForgeHOA satisfy the AB-2912 / Civ. Code §5806 fidelity bond rule?
Yes. Section 5806 requires a fidelity bond covering directors, officers, and any managing agent for the maximum amount of reserves plus three months of assessments. ForgeHOA computes that figure live from your reserves and assessment roll, stores the carrier and policy details, and alerts the board 60 days before renewal. The required bond data also surfaces on the Annual Policy Statement automatically.
Can California HOAs run online elections through ForgeHOA?
Yes. The Voting module supports electronic secret-ballot elections meeting Civ. Code §§5110–5125, including the two-envelope equivalent for online ballots, automated quorum tracking, owner-only enforcement, the 30-day pre-ballot rules notice (§5105), candidate qualification rules (§5105(b)), and exportable audit logs for the inspector of elections. AB-1101 changes around assessment increases and AB-1572 landscape conversions are reflected in the document templates.
How does ForgeHOA support fire-prone area defensible space rules?
For California associations in State Responsibility Areas or Very High Fire Hazard Severity Zones, ForgeHOA tracks defensible-space inspections under Gov. Code §51182 and Pub. Res. Code §4291. The Compliance Calendar surfaces annual owner notices, the architectural module flags landscape requests against the rules adopted under AB-1572, and inspection findings can be attached to lot records for resale disclosure.