---
title: "Index association minutes and records against the statutory list"
url: "https://ailawframework.com/practice/strata-and-community-titles/summarise-owners-corporation-minutes-and-records/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A47-B7-1-US"
practice_area: "Strata & Community Titles"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index association minutes and records against the statutory list

> List the documents in the file under the Civil Code § 5200 categories they match, and flag executive-session minutes and any contract the file marks as privileged. Do not decide privilege.

Canonical page: https://ailawframework.com/practice/strata-and-community-titles/summarise-owners-corporation-minutes-and-records/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Strata & Community Titles](https://ailawframework.com/practice/strata-and-community-titles.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List the documents in the file under the Civil Code § 5200 categories they match, and flag executive-session minutes and any contract the file marks as privileged. Do not decide privilege. |
| What the lawyer must review | California Civil Code § 5200 defines association records. The categories include financial documents required to be given to a member under the provisions the section names, interim financial statements (a balance sheet, an income and expense statement, a budget comparison, and a general ledger), executed contracts not otherwise privileged under law, written board approval of vendor or contractor proposals or invoices, state and federal tax returns, reserve-account balances and records of payments from reserve accounts, and agendas and minutes of meetings of the members, the board and committees, excluding minutes and other information from executive sessions of the board. Membership lists are also included; you read the rest of that paragraph for what a list does not include. You remove executive-session minutes and privileged contracts before anything is produced. The right to inspect, the time to produce and any fee are in later sections, which you open. Formal Opinion 512: sample-test this kind of index before you rely on a later one. Other states use their own statutes. |
| Written for | United States |
| Applies to | [Summarise owners-corporation minutes and records](https://ailawframework.com/practice/strata-and-community-titles/summarise-owners-corporation-minutes-and-records.md) |

## Checking plan

- What the AI does: List the documents in the file under the Civil Code § 5200 categories they match, and flag executive-session minutes and any contract the file marks as privileged. Do not decide privilege.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Section 5200 is the definition. It does not state how many days the association has to produce records.
- Executive-session minutes are excluded from the minutes category. The tool flags them. The lawyer decides privilege.

## Sources

- [California Civil Code § 5200 (association records)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=CIV&sectionNum=5200) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*