Thinking about selling in Audie Murphy Ranch and wondering what you need to disclose? You’re not alone. Buyers in Menifee often ask for HOA documents, Mello‑Roos/CFD details, and recent utility bills to understand true monthly costs. In this guide, you’ll see exactly what to provide, where to get it, and when to request it so your sale moves forward without surprises. Let’s dive in.
What buyers expect in AMR resales
In California planned communities, your HOA and community disclosures follow the framework in the Davis‑Stirling Common Interest Development Act. These are separate from your state‑required Transfer Disclosure Statement under Civil Code 1102, but buyers commonly review both. In Audie Murphy Ranch, most buyers will ask for three buckets of information:
- A complete HOA resale packet with governing docs, budget, reserves, rules, insurance, assessment info, and any notices.
- Clear Community Facilities District (CFD/Mello‑Roos) details, including the current levy and how it’s calculated.
- Recent utility bills, usually the last 12 months for electricity, gas, water/sewer, and trash, to estimate operating costs.
Providing these early helps buyers, lenders, and escrow stay aligned and keeps your timeline on track.
HOA resale packet: what to order
Audie Murphy Ranch most often includes a master association and, for some homes, a sub‑association. Confirm which association(s) apply to your parcel so you order the correct resale materials. The resale packet is usually ordered from the HOA’s management company or the association’s records custodian.
A complete resale package typically includes:
- Current CC&Rs and recorded amendments
- Bylaws and rules and regulations
- Current operating budget and most recent financials
- Reserve study or reserve funding disclosure and current reserve balance
- Regular assessment amount and recent increase history
- Statement of unpaid assessments for your property and the collection policy
- Insurance summary for the master policy and deductible limits
- Minutes of board meetings, often the last 12 months
- Notices of pending special assessments or capital projects
- Disclosure of any litigation affecting the association
- Architectural guidelines, amenity rules, rental policies, and contact info for management
Order early. Associations often need several days to a couple of weeks to prepare packets and will charge processing and payoff‑statement fees. Ask for digital copies so you can share them with your buyer, lender, and escrow.
CFD/Mello‑Roos: how to verify and share
Many Menifee neighborhoods, including parts of AMR, are subject to Mello‑Roos special taxes through a Community Facilities District. Your disclosure should clearly state:
- The CFD name and zone/district number
- The current annual special tax for your parcel and how it’s calculated
- Whether the tax supports bonded debt and the remaining term
- Whether prepayment options exist and who to contact
- Where the tax appears on the county secured property tax bill
You can confirm and share details by:
- Pulling your latest property tax bill from the Riverside County Treasurer‑Tax Collector. CFD/Mello‑Roos items typically show as separate line items.
- Checking recorded formation documents or maps through the Riverside County Assessor‑County Clerk‑Recorder.
- Contacting the City of Menifee finance or public works departments for local CFD zone summaries or maps.
Include a copy or clear summary of the current tax bill in your disclosure packet. If the levy varies by formula or schedule, provide the calculation method or a recent tax table so buyers can forecast future amounts.
Utilities: bills and histories buyers want
Buyers want to understand monthly operating costs. The quickest way is to share the last 12 months of bills for electricity, gas, water/sewer, and trash. In Menifee, the typical providers are:
- Electricity: Southern California Edison (SCE)
- Gas: Southern California Gas Company (SoCalGas)
- Water and sewer: Eastern Municipal Water District (EMWD)
- Trash/solid waste: The City of Menifee publishes contracted haulers and service areas
Service territories can vary by address, so confirm your parcel’s providers. If you do not have all bills on hand, you can request a written account history from each utility with owner authorization. For properties with solar, wells, septic, or private trash arrangements, include service contracts, inspection records, and any lease or PPA documents.
Where to get each item and when
- HOA resale packet and payoff statement: Order from your HOA’s management company as soon as you list or immediately upon contract. Ask for CC&Rs, rules, budget, financials, reserve study, minutes, insurance, and any notices.
- Recorded CC&Rs and amendments: Retrieve from the Riverside County Assessor‑County Clerk‑Recorder or your HOA.
- CFD/Mello‑Roos details: Pull your current secured tax bill through the Riverside County Treasurer‑Tax Collector. Recorded district formation documents are with the County Recorder. The City of Menifee may have local CFD zone maps.
- Utilities: Download 12 months of statements from SCE, SoCalGas, and EMWD; request account histories if needed. For trash, reference city service info.
- Title report: Your title company will often list special assessments and can confirm CFD inclusion; order early in escrow.
Timing tip: Gather utility bills before you go live. Order HOA docs at listing to avoid underwriting delays. Verify CFD details before buyer contingencies begin.
One‑page seller checklist for AMR
Use this as your quick prep list. Provide copies to your buyer, escrow, and lender as requested.
- HOA / Resale packet
- CC&Rs, bylaws, rules and regulations
- Current operating budget and most recent financials
- Reserve study or reserve funding statement and current reserve balance
- Regular assessment amount and history of recent increases
- Statement of unpaid assessments and payoff demand for your property
- Board meeting minutes for the last 12 months and special notices
- Notices of pending special assessments or capital projects
- Insurance declarations/summary
- Disclosure of any association litigation
- CFD / Mello‑Roos
- Copy of latest secured property tax bill showing CFD line item
- CFD name/zone and parcel confirmation
- Summary of levy method and any bond term affecting your parcel
- Utilities
- Electricity: last 12 months of SCE bills
- Gas: last 12 months of SoCalGas bills
- Water/sewer: last 12 months of EMWD bills
- Trash/solid waste: last 12 months of bills or service info
- Any well/septic inspection or maintenance records, if applicable
- Title and tax
- Latest secured property tax bill and proof of payment
- Preliminary title report or confirmation that title is ordered
- Other helpful items
- Transfer Disclosure Statement and Natural Hazard Disclosure, if applicable
- Warranties or service contracts (solar PPA, pool equipment, home warranty)
- Contact info for HOA management and escrow officer
- Logistics
- Order HOA packet immediately and request digital copies
- Share documents with buyer, lender, and escrow as soon as received
Pro tips for a smoother escrow
- Lead with clarity. Include a one‑page summary that lists your HOA dues, any known special assessments, your current CFD amount, and 12‑month utility averages.
- Show your math. Note high and low utility months and explain seasonal drivers such as AC use, lawn irrigation, or a pool pump.
- Keep it digital. Save PDFs of all documents and label them clearly for easy review by buyers and underwriters.
- Update promptly. If your HOA issues a new budget or notice during escrow, provide it right away to keep everyone aligned.
Ready to sell in Audie Murphy Ranch?
If you want a white‑glove listing experience that keeps disclosures organized and your timeline tight, our team is here to help. We’ll coordinate your HOA resale packet, verify CFD details, compile utility histories, and package everything for buyers and lenders so you can focus on your move. Get your free home valuation and a customized disclosure plan with The Hertz Group.
FAQs
What HOA documents do Audie Murphy Ranch buyers expect on resale?
- Buyers typically request the HOA resale packet with CC&Rs, bylaws, rules, current budget, reserve study and balance, insurance summary, assessment amounts, payoff statement, board minutes, and any notices of special assessments or litigation.
How do I find the Mello‑Roos/CFD amount for my Menifee home?
- Check your latest secured property tax bill through the Riverside County Treasurer‑Tax Collector; CFD/Mello‑Roos usually appears as a separate line item, and you can confirm district details with the County Recorder.
Are HOA and CFD documents the same as the California TDS?
- No. HOA and CFD materials are association and tax disclosures commonly shared in planned communities, while the Transfer Disclosure Statement is a separate statewide seller disclosure under Civil Code 1102.
Which utilities serve Audie Murphy Ranch homes?
- Service varies by address, but many Menifee homes use SCE for electricity, SoCalGas for gas, and EMWD for water/sewer; trash service information is published by the City of Menifee.
When should I order the HOA resale packet for my AMR home?
- Ideally at listing. Associations may take several days to a couple of weeks to produce resale packets, and lenders often require them during underwriting.
Can I prepay a CFD/Mello‑Roos special tax?
- Some CFDs allow prepayment or partial prepayment under set conditions. Review your parcel’s CFD documents and contact the county or city finance team listed on your tax bill to confirm options and procedures.
