ReserveDisclose — AI-Native Blueprint

Audience

California CAM portfolio directors and the community managers they answer for

Problem

The pattern at every California CAM company: budget season lands, the reserve-study knowledge lives in one manager’s head, and by the time each ARFDS is filled and checked, the §5300(a) distribution window is already breathing down the whole portfolio.

Offer

On ReserveDisclose, CAM teams stop assembling reserve disclosure packets and start releasing them. Studies and attested balances land at intake, every §5570 field maps to a source page, and the completeness pack releases with an analyst signature and a 7-year audit trail.

Operating process

[
  {
    "body": "Hand off the reserve study or Level III update, the manager-attested reserve balance, the assessment schedule, and the board’s funding decisions. A pack number opens, the §5300(a) window is computed from the fiscal year-end, and the intake checklist starts inside the hour.",
    "title": "Intake: the study, the attested balance, the funding plan"
  },
  {
    "body": "The engine extracts percent funded, projected balances, contributions, and interest/inflation assumptions — every field pinned to a file, page, and table you supplied. Nothing is estimated: a required number with no source becomes a named exception, never a guess.",
    "title": "Map every §5570 item and §5300(b) narrative to a source page"
  },
  {
    "body": "The ARFDS draft, the (b)(2)–(7) narratives, and the grade-8 homeowner FAQ assemble from validated fields only, each numeric cited inline. Drafts stay watermarked \"DRAFT — pending analyst release; board adoption required\" until the gate opens.",
    "title": "Draft the completeness pack"
  },
  {
    "body": "The analyst verifies extraction against the cited pages, reconciles mismatches, classifies the pack green/yellow/red, and signs the release. Any pack stating a specific special-assessment amount or date gets dual control. No anonymous output ships.",
    "title": "A named disclosure analyst reviews and releases"
  },
  {
    "body": "The full pack — intake, drafts, analyst release, checklist, and the delivered copy — is retained 7 years in an append-only log the association’s counsel can walk end-to-end.",
    "title": "Retention held to 7 years"
  },
  {
    "body": "If a required element is still missing a source — a stale study, an unattested balance, a silent (b)(5) — you get a short gap-list naming the exact document to send. A pack cannot leave yellow without an owner for every open item.",
    "title": "Open gaps have names, owners, and due dates"
  }
]

Evidence status

Domain-design coverage

Passed: 20; total: 20; coverage: 100.

Open the complete public blueprint DNA (JSON)