Description

The DRE Process does not always seem clear. So many reports and so many protocols This presentation will help clear up some of the confusion. The target audience is engineers, planners, project managers, new home sales agents, lenders, and escrow officers. Presenters will be Alice Ford and Scott Ford with California Builder Services.

$45 BIA Members - attend in person, watch via Zoom, register to receive recording
All registrants will receive the recording.

• Recap/Overview of The DRE Process
• Types of Developments that are subject to DRE Jurisdiction (and how/when you can avoid it!)
• Considerations for Subdivision Layout, Design Standards & Marketing Plan
  • How Mapping impacts your Marketing
  • Phasing Condominiums – It can be easier than you think
  • “Non-CID” Projects – When you can!
  • Assessments / HOA Dues / Deferments  – How it all works
  • Ancillary Agreements – When & Why (Subsidy/Use Agreement/Shared Facilities/Delayed Conveyances)
  • Completion Schedule / Bonding Requirements / Carrying Costs
  • Phasing / Flexible Phasing - Tools to determine the optimum number of Marketing Phases 
• Validity of the Public Report  
  • Term vs Expiration
  • Public Report Expirations vs Budget Approval Expirations
  • Material Changes
• AFTER The Public Report
  • Sales/Handling the Public Report
  • Posting Requirements
  • Document Retention
  • Brokers Trust Accounts
  • Transitioning Between Phases
  • Working with HOA Management
  • Deferred Assessments
  • “Actual” Budgets/Phasing in Flexible Phase Communities