<section number="57-8a-227"><effdate>5/6/2026</effdate><histories><history>Amended by Chapter <modchap sess="2026GS">62</modchap>, 2026 General Session</history><modyear>2026</modyear></histories><catchline>Records -- Availability for examination.</catchline><subsection number="57-8a-227(1)"><subsection number="57-8a-227(1)(a)">Subject to Subsection <xref depth="4" refnumber="57-8a-227(1)(b)" start="0">(1)(b)</xref> and regardless of whether the association is incorporated under <xref depth="1" refnumber="16-6a" start="0">Title 16, Chapter 6a, Utah Revised Nonprofit Corporation Act</xref>, an association shall keep and make available to lot owners:<subsection number="57-8a-227(1)(a)(i)">each record identified in Subsections <xref depth="4" refnumber="16-6a-1601(1)" start="0">16-6a-1601(1)</xref> through <xref depth="4" refnumber="16-6a-1601(5)" start="0">(5)</xref>, in the manner described in Sections <xref depth="3" refnumber="16-6a-1601" start="0">16-6a-1601</xref>, <xref depth="3" refnumber="16-6a-1602" start="0">16-6a-1602</xref>, <xref depth="3" refnumber="16-6a-1603" start="0">16-6a-1603</xref>, <xref depth="3" refnumber="16-6a-1605" start="0">16-6a-1605</xref>, <xref depth="3" refnumber="16-6a-1606" start="0">16-6a-1606</xref>, and <xref depth="3" refnumber="16-6a-1610" start="0">16-6a-1610</xref>; and</subsection><subsection number="57-8a-227(1)(a)(ii)">a copy of the association's:<subsection number="57-8a-227(1)(a)(ii)(A)">governing documents;</subsection><subsection number="57-8a-227(1)(a)(ii)(B)">most recent approved minutes;</subsection><subsection number="57-8a-227(1)(a)(ii)(C)">most recent annual budget and financial statement;</subsection><subsection number="57-8a-227(1)(a)(ii)(D)">most recent reserve analysis;</subsection><subsection number="57-8a-227(1)(a)(ii)(E)">certificate of insurance for each insurance policy the association holds;</subsection><subsection number="57-8a-227(1)(a)(ii)(F)">board meeting minutes from the previous three calendar years;</subsection><subsection number="57-8a-227(1)(a)(ii)(G)">profit and loss statement for the previous three fiscal years; and</subsection><subsection number="57-8a-227(1)(a)(ii)(H)">balance sheet for the previous three fiscal years.</subsection></subsection></subsection><subsection number="57-8a-227(1)(b)">An association may redact the following information from any document the association produces for inspection or copying:<subsection number="57-8a-227(1)(b)(i)">a Social Security number;</subsection><subsection number="57-8a-227(1)(b)(ii)">a bank account number; or</subsection><subsection number="57-8a-227(1)(b)(iii)">any communication subject to attorney-client privilege.</subsection></subsection><subsection number="57-8a-227(1)(c)">The following are considered property of the association:<subsection number="57-8a-227(1)(c)(i)">a record or document described in Subsection <xref depth="4" refnumber="57-8a-227(1)(a)(i)">(1)(a)(i)</xref> or <xref depth="4" refnumber="57-8a-227(ii)">(ii)</xref>; and</subsection><subsection number="57-8a-227(1)(c)(ii)">the funds contained in an account described in Section <xref depth="3" refnumber="57-8a-230">57-8a-230</xref>.</subsection></subsection><subsection number="57-8a-227(1)(d)">If a person other than the association has control over or possession of a record described in Subsection <xref depth="4" refnumber="57-8a-227(1)(a)(i)">(1)(a)(i)</xref> or <xref depth="4" refnumber="57-8a-227(ii)">(ii)</xref>, the person shall, upon the association's request, provide the record to the association without charge.</subsection></subsection><subsection number="57-8a-227(2)"><subsection number="57-8a-227(2)(a)">In addition to the requirements described in Subsection <xref depth="4" refnumber="57-8a-227(1)" start="0">(1)</xref>, an association shall:<subsection number="57-8a-227(2)(a)(i)">make documents available to lot owners in accordance with the association's governing documents; and</subsection><subsection number="57-8a-227(2)(a)(ii)"><subsection number="57-8a-227(2)(a)(ii)(A)">if the association has an active website, make the documents described in Subsections <xref depth="4" refnumber="57-8a-227(1)(a)(ii)(a)">(1)(a)(ii)(A)</xref> through <xref depth="4" refnumber="57-8a-227(c)">(C)</xref> available to lot owners, free of charge, through the website; or</subsection><subsection number="57-8a-227(2)(a)(ii)(B)">if the association does not have an active website, make physical copies of the documents described in Subsections <xref depth="4" refnumber="57-8a-227(1)(a)(ii)(a)">(1)(a)(ii)(A)</xref> through <xref depth="4" refnumber="57-8a-227(c)">(C)</xref> available to lot owners during regular business hours at the association's address registered with the Department of Commerce under Section <xref depth="3" refnumber="57-8a-105" start="0">57-8a-105</xref>.</subsection></subsection></subsection><subsection number="57-8a-227(2)(b)">Subsection <xref depth="4" refnumber="57-8a-227(2)(a)(ii)" start="0">(2)(a)(ii)</xref> does not apply to an association as defined in Section <xref depth="3" refnumber="57-19-2" start="0">57-19-2</xref>.</subsection><subsection number="57-8a-227(2)(c)">If a provision of an association's governing documents conflicts with a provision of this section, the provision of this section governs.</subsection></subsection><subsection number="57-8a-227(3)">In a written request to inspect or copy documents:<subsection number="57-8a-227(3)(a)">a lot owner shall include:<subsection number="57-8a-227(3)(a)(i)">the association's name;</subsection><subsection number="57-8a-227(3)(a)(ii)">the lot owner's name;</subsection><subsection number="57-8a-227(3)(a)(iii)">the lot owner's property address;</subsection><subsection number="57-8a-227(3)(a)(iv)">the lot owner's email address;</subsection><subsection number="57-8a-227(3)(a)(v)">a description of the documents requested; and</subsection><subsection number="57-8a-227(3)(a)(vi)">any election or request described in Subsection <xref depth="4" refnumber="57-8a-227(3)(b)" start="0">(3)(b)</xref>; and</subsection></subsection><subsection number="57-8a-227(3)(b)">a lot owner may:<subsection number="57-8a-227(3)(b)(i)">elect whether to inspect or copy the documents;</subsection><subsection number="57-8a-227(3)(b)(ii)">if the lot owner elects to copy the documents, request hard copies or electronic scans of the documents; or</subsection><subsection number="57-8a-227(3)(b)(iii)">subject to Subsection <xref depth="4" refnumber="57-8a-227(4)" start="0">(4)</xref>, request that:<subsection number="57-8a-227(3)(b)(iii)(A)">the association make the copies or electronic scans of the requested documents;</subsection><subsection number="57-8a-227(3)(b)(iii)(B)">a recognized third party duplicating service make the copies or electronic scans of the requested documents;</subsection><subsection number="57-8a-227(3)(b)(iii)(C)">the lot owner be allowed to bring any necessary imaging equipment to the place of inspection and make copies or electronic scans of the documents while inspecting the documents; or</subsection><subsection number="57-8a-227(3)(b)(iii)(D)">the association email the requested documents to an email address provided in the request.</subsection></subsection></subsection></subsection><subsection number="57-8a-227(4)"><subsection number="57-8a-227(4)(a)">An association shall comply with a request described in Subsection <xref depth="4" refnumber="57-8a-227(3)" start="0">(3)</xref> within 10 business days after the day on which the association receives the request.</subsection><subsection number="57-8a-227(4)(b)">If an association produces the copies or electronic scans:<subsection number="57-8a-227(4)(b)(i)">the copies or electronic scans shall be legible and accurate;</subsection><subsection number="57-8a-227(4)(b)(ii)">the lot owner shall pay the association the reasonable cost of the copies and for time spent meeting with the lot owner, which may not exceed:<subsection number="57-8a-227(4)(b)(ii)(A)">the actual cost that the association paid to a recognized third party duplicating service to make the copies or electronic scans; or</subsection><subsection number="57-8a-227(4)(b)(ii)(B)">10 cents per page and $20 per hour for the employee's, manager's, or other agent's time; and</subsection></subsection><subsection number="57-8a-227(4)(b)(iii)">the association may not charge the lot owner for any costs associated with fulfilling a request for electronic transmission of the documents described in Subsection <xref depth="4" refnumber="57-8a-227(3)">(3)</xref>.</subsection></subsection><subsection number="57-8a-227(4)(c)">If a lot owner requests a recognized third party duplicating service make the copies or electronic scans:<subsection number="57-8a-227(4)(c)(i)">the association shall arrange for the delivery and pick up of the original documents; and</subsection><subsection number="57-8a-227(4)(c)(ii)">the lot owner shall pay the duplicating service directly.</subsection></subsection><subsection number="57-8a-227(4)(d)">If a lot owner requests to bring imaging equipment to the inspection, the association shall provide the necessary space, light, and power for the imaging equipment.</subsection><subsection number="57-8a-227(4)(e)">An association may fulfill the request described in Subsection <xref refnumber="57-8a-227(3)" depth="4">(3)</xref> by posting the documents described in Subsection <xref refnumber="57-8a-227(3)" depth="4">(3)</xref> to the association's website or online owner portal.</subsection></subsection><subsection number="57-8a-227(5)">Subject to Subsection <xref depth="4" refnumber="57-8a-227(9)" start="0">(9)</xref>, if, in response to a lot owner's request to inspect or copy documents, an association fails to comply with a provision of this section, the association shall pay:<subsection number="57-8a-227(5)(a)">the reasonable costs of inspecting and copying the requested documents;</subsection><subsection number="57-8a-227(5)(b)">for items described in Subsections <xref depth="4" refnumber="57-8a-227(1)(a)(ii)(a)">(1)(a)(ii)(A)</xref> through <xref depth="4" refnumber="57-8a-227(c)">(C)</xref>, $25 to the lot owner who made the request for each day the request continues unfulfilled, beginning the eleventh business day after the day on which the lot owner made the request; and</subsection><subsection number="57-8a-227(5)(c)">reasonable attorney fees and costs incurred by the lot owner in obtaining the inspection and copies of the requested documents.</subsection></subsection><subsection number="57-8a-227(6)"><subsection number="57-8a-227(6)(a)">In addition to any remedy in the association's governing documents or otherwise provided by law, a lot owner may file an action in court against the association under this section if:<subsection number="57-8a-227(6)(a)(i)">subject to Subsection <xref depth="4" refnumber="57-8a-227(9)" start="0">(9)</xref>, an association fails to make documents available to the lot owner in accordance with this section, the association's governing documents, or as otherwise provided by law; and</subsection><subsection number="57-8a-227(6)(a)(ii)">the association fails to timely comply with a notice described in Subsection <xref depth="4" refnumber="57-8a-227(6)(d)" start="0">(6)(d)</xref>.</subsection></subsection><subsection number="57-8a-227(6)(b)">In an action described in Subsection <xref depth="4" refnumber="57-8a-227(6)(a)" start="0">(6)(a)</xref>:<subsection number="57-8a-227(6)(b)(i)">the lot owner may request:<subsection number="57-8a-227(6)(b)(i)(A)">injunctive relief requiring the association to comply with the provisions of this section;</subsection><subsection number="57-8a-227(6)(b)(i)(B)">$1,000 or actual damages, whichever is greater; or</subsection><subsection number="57-8a-227(6)(b)(i)(C)">any other relief provided by law; and</subsection></subsection><subsection number="57-8a-227(6)(b)(ii)">the court may award costs and reasonable attorney fees to the prevailing party, including any reasonable attorney fees incurred before the action was filed that relate to the request that is the subject of the action.</subsection></subsection><subsection number="57-8a-227(6)(c)"><subsection number="57-8a-227(6)(c)(i)">In an action described in Subsection <xref depth="4" refnumber="57-8a-227(6)(a)" start="0">(6)(a)</xref>, upon motion by the lot owner made in accordance with Subsection <xref refnumber="57-8a-227(6)(b)" depth="4">(6)(b)</xref>, notice to the association, and a hearing in which the court finds a likelihood that the association failed to comply with a provision of this section, the court shall order the association to immediately comply with the provision.</subsection><subsection number="57-8a-227(6)(c)(ii)">The court shall hold a hearing described in Subsection <xref depth="4" refnumber="57-8a-227(6)(c)(i)" start="0">(6)(c)(i)</xref> within 30 days after the day on which the lot owner files the motion.</subsection></subsection><subsection number="57-8a-227(6)(d)">At least 10 days before the day on which a lot owner files an action described in Subsection <xref depth="4" refnumber="57-8a-227(6)(a)" start="0">(6)(a)</xref>, the lot owner shall deliver a written notice to the association that states:<subsection number="57-8a-227(6)(d)(i)">the lot owner's name, address, telephone number, and email address;</subsection><subsection number="57-8a-227(6)(d)(ii)">each requirement of this section with which the association has failed to comply;</subsection><subsection number="57-8a-227(6)(d)(iii)">a demand that the association comply with each requirement with which the association has failed to comply; and</subsection><subsection number="57-8a-227(6)(d)(iv)">a date by which the association shall remedy the association's noncompliance that is at least 10 days after the day on which the lot owner delivers the notice to the association.</subsection></subsection></subsection><subsection number="57-8a-227(7)"><subsection number="57-8a-227(7)(a)">The provisions of Section <xref depth="3" refnumber="16-6a-1604" start="0">16-6a-1604</xref> do not apply to an association.</subsection><subsection number="57-8a-227(7)(b)">The provisions of this section apply regardless of any conflicting provision in <xref depth="1" refnumber="16-6a" start="0">Title 16, Chapter 6a, Utah Revised Nonprofit Corporation Act</xref>.</subsection></subsection><subsection number="57-8a-227(8)">A lot owner's agent may, on the lot owner's behalf, exercise or assert any right that the lot owner has under this section.</subsection><subsection number="57-8a-227(9)">An association is not liable for identifying or providing a document in error, if the association identified or provided the erroneous document in good faith.</subsection></section>