Homeowner/Tenant Forms - Heritage Ranch Owners Association

Homeowner/Tenant Forms

Automatic Assessment Payments

The Heritage Ranch Owners Association (HROA) offers members a convenient way to pay assessments. Simply complete this form, sign and date it, and return it to us. Contact our Accounting Department for information on credit card payments through our portal accountsreceivable@hroa.us or 805-238-9641.

Effective 07/01/25, the assessment amount for all tracts is $540.00 per quarter ($180.00 per month). In addition, Tract 447 only pays a trash assessment of $63.00 per quarter ($21.00 per month), making the amount due to HROA $603.00 per quarter ($201.00 per month). All other tracts pay San Miguel Garbage directly for curbside trash service.

It is understood that if the assessment amount increases, the charge to your account will be increased to the new amount. The amount will be deducted quarterly unless specified as monthly.
Payment Frequency (select one)

Payment Method

Checking Account (Please attach a voided check) OR Savings Account
By signing below, I authorize HROA to charge my account indicated above for Quarterly Assessments after the first day (usually around the 10th) of each month or quarter (July, October, January, and April). I agree to allow 15 days’ notice when cancelling this service. Cancelled or insufficient funds accounts will be charged $35.00 per item returned or denied.
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Member Contact & Communication Preferences

Annual Preferred Delivery Method

Civil Code §4041 requires each owner of a separate interest to provide written notice to the Association of all the following information annually. If you do not provide a valid delivery method pursuant to Civil Code §4041, the last mailing address provided in writing by the member or, if none, the property address shall be deemed to be the address to which notices are to be delivered. (Civil Code §4041(c).)
Member’s Preferred Delivery Method (Select one):

Membership List Opt-In / Opt-Out

California Civil Code Section 5220 currently allows homeowners association members to request names and US Postal Service (USPS) mailing addresses of other members, provided the association receives assurance of appropriate usage. With the passage of Senate Bill SB323 effective January 1, 2020, the statute now allows members to request member email addresses as well. Members may opt out of sharing thisinformation so long asthe Association provides an alternative processin accordance with California Corporations Code 8330.
*If neither of the above options were chosen* I understand that if I take no action, I will remain on the HROA email list, and my email and USPS mailing address may be made available to other HROA members upon receipt of a written request which has been verified to be appropriate for Association use.
Heritage Ranch Property Address
Primary Mailing Address (If Different than HR Property Address)
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Untitled

Heritage Ranch Owners Association Membership Information

H.R. Property Address
Mailing Address (if different)
Primary Member #1’s Employer’s Name and Address
Mailing Address (if different)
Primary Member #2’s Employer’s Name and Address

FULL TIME RANCH RESIDENTS ONLY - Children living with you at Heritage Ranch

Sticker Vehicle?
Sticker Vehicle?
Sticker Vehicle?
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HROA Permanent Guest List

The Permanent Guest List eliminates the need for OWNERS/TENANTS to call in trusted guests every time they visit. The Association allows each PROPERTY OWNER or TENANT up to six (6) households on a Permanent Guest List (PGL).

PGLs must be kept current. Written authorization by the OWNER/TENANT is required to make changes. PGLs should be reviewed and updated annually.

The Association maintains the right to refuse entry to anyone who is deemed to be a nuisance to the community, who adversely affects the health and welfare of the community, and/or who provides inaccurate information when identifying themselves to Association staff.

Reference Membership Handbook – Rules and Regulations, Section 2.04 for additional information on Guest Access.

HROA Property Address
Mailing address if different from above

Permanent Guest List

One line per household or couple. First and Last Name of all guests/family members must be listed.

Calling in Visitor(S) Who are not on the Permanent Guest List

ONLY PROPERTY OWNERS OR TENANTS may authorize guests onto HROA property. RESIDENTS with an HROA ID Card may also call guests in. Authorization may be done verbally by calling the MAIN GATE or by sending an email to gate@hroa.us. Visitor/guest access requests must include the PROPERTY OWNER/TENANT/ RESIDENT name and Member/Identification number (located on HROA ID Card) following information:

  • Lot and Tract number
  • Full names of ALL guest(s)
  • Date and time of arrival as well as length of stay

Authorization for guest entry into Heritage Ranch by PROPERTY OWNERS, TENANTS OR DESIGNATED RESIDENTS, no matter the method used, shall apply to named guest(s) only. Guests who are not specifically named will not be allowed entry to Heritage Ranch property. I understand by signing this form that the permanent guests I have listed have my permission to gain entry to my residence, whether I am on the Ranch or not. I further understand that I am totally responsible for the conduct of my guest(s), whether permanent or called in. I also acknowledge responsibility for any damage or liability that my guests may incur while they are on Heritage Ranch property.

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