BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                  SB 1560|
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                              UNFINISHED BUSINESS


          Bill No:  SB 1560
          Author:   Battin (R)
          Amended:  8/8/06
          Vote:     27 - Urgency

           
           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  13-0, 4/4/06
          AYES:  Lowenthal, McClintock, Ashburn, Cedillo, Ducheny,  
            Dutton, Kehoe, Machado, Margett, Runner, Simitian, Soto,  
            Torlakson

           SENATE FLOOR  :  39-0 (Consent), 5/11/06
          AYES:  Aanestad, Ackerman, Alarcon, Alquist, Ashburn,  
            Battin, Bowen, Cedillo, Chesbro, Cox, Denham, Ducheny,  
            Dunn, Dutton, Escutia, Figueroa, Florez, Hollingsworth,  
            Kehoe, Kuehl, Lowenthal, Machado, Maldonado, Margett,  
            McClintock, Migden, Morrow, Murray, Ortiz, Perata,  
            Poochigian, Romero, Runner, Scott, Simitian, Soto,  
            Speier, Torlakson, Vincent
          NO VOTE RECORDED:  Vacancy

           ASSEMBLY FLOOR  :  75-0 (Consent), 8/14/06 - See last page  
            for vote



           SUBJECT  :    Common interest developments:  governance

           SOURCE  :     Author


           DIGEST  :    This bill clarifies a number of provisions  
          enacted last year relating to elections within common  
                                                           CONTINUED





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          interest developments.

           Assembly Amendments  also provide cleanup language for the  
          improvement of accessing records in common interest  
          developments enacted last year.

           ANALYSIS  :    A common-interest development (CID) is a form  
          of real estate where each homeowner has an exclusive  
          interest in a unit or lot and a shared or undivided  
          interest in common area property.  Condominiums, planned  
          unit developments, stock cooperatives, community  
          apartments, and many resident-owned mobilehome parks all  
          fall under the umbrella of common interest developments.   
          The Davis-Stirling Common Interest Development Act provides  
          the legal framework under which homeowner associations  
          operate in common interest developments.  In addition to  
          the requirements of the Act, each CID is governed by a  
          homeowner association according to the recorded  
          declarations, bylaws, and operating rules of the  
          association.

          The Davis-Stirling Act requires a vote of the association  
          members for certain types of assessments and amendments to  
          the governing documents.  Elections are also used in the  
          selection of board members.  Legislation enacted in 2005,  
          SB 61 (Battin), requires an association to adopt election  
          rules that do all of the following:

             Provides equal access to association media, such as  
 
               newsletters.

             Ensures free and equal access to common area meeting  
 
               space.

             Specifies qualifications for candidates and procedures  
 
               for nomination.

             Specifies qualifications for voting.

             Specifies a method for selecting one or three  
 







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               independent inspectors.


          The Act requires that elections for board membership,  
          assessments, amendments to the governing documents, and the  
          granting of exclusive use common area by conducted by  
          secret ballot and supervised by one or three independent  
          inspectors.  The Act further stipulates procedures for the  
          mailing, counting, and storing of ballots and for the  
          voting of proxies, including a requirement that proxy  
          ballots be on a separate detachable page from the proxy  
          itself.  

          If an association violates these provisions, a court may  
          award injunctive relief, impose a civil penalty of up to  
          $500 for each violation, and/or void the election results.   
          The court is required to award a successful plaintiff  
          reasonable attorney fees and costs.  

          This bill clarifies procedures for secret ballot elections  
          and accessing records in common interest developments (CID)  
          enacted lat year.  Specifically this bill:

           1.Requires that rules adopted by a homeowners association  
            (HOA) for elections specify when the polls open and  
            close.

           2.Allows the inspector(s) of elections in an election to  
            appoint additional persons to verify signatures and to  
            count and tabulate votes provided that the persons are  
            independent third parties as defined.

           3.Clarifies that election to recall members of the HOA  
            board of directors must be conducted by secret ballot.

           4.Specifies that if the governing documents require a  
            quorum for an election the ballots received are to be  
            counted as members for the purpose of establishing a  
            quorum.

           5.Allows for cumulative voting in an election if it is  
            provided for in the governing documents.

           6.Defines a "proxy" as a written authorization signed by a  







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            member or the member's authorized representative giving  
            another member power to vote on behalf of the member.

           7.Clarifies that proxies are not ballots and that an HOA  
            my, but is not required, to use proxies.

           8.Allows the inspector of election or his/her designated  
            representative to verify the validity of member's  
            signature and address on the ballot envelope prior to the  
            meeting at which the ballots are tabulated.

           9.Requires in the case of a challenge to an election  
            requiring a recount that the inspector of elections  
            rather than the HOA will make the ballots available to  
            the member or their authorized representative for review  
            and inspection.

          10.Allows for the nomination of candidates in a membership  
            metting or by any other manner.

          11.Allows for write-in candidates in elections.

          12.Exempts from the secret ballot procedure votes cast in  
            elections by delegates or other representatives.

          13.Specifies that an HOA is allowed to adopt rules  
            requiring owners to show architectural plans only to  
            impacted neighbors as part of the process for applying  
            for architectural changes to their unit.

          14.Allows an HOA to provide specified records that are  
            requested by a member in electronic or machine readable  
            storage media as long as the records can be redacted and  
            are not alterable.

          15.Requires and HOA when granting a variance from the  
            association's architectural standards to include reasons  
            for following the granting of the variance.

          16.Requires financial documents that the HOA is required to  
            provide to a member as part of a specified list of  
            documents is prepared with an accrual or modified accrual  
            basis of accounting.








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          17.Prohibits a third party from being liable for damages  
            for failing to withhold or redact information unless the  
            failure to withhold or redact information was intentional  
            or negligent.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No    
          Local:  No

           SUPPORT  :   (Verified  8/23/06)

          California Alliance for Consumer Protection
          California Alliance for Retired Americans
          California Association of Community Managers, Inc.

           ARGUMENTS IN SUPPORT  :    In a democracy, great value is  
          placed on each individual vote.  Because CIDs play such a  
          pivotal role as quasi-governments, and since the outcome of  
          elections held within their precincts can have such a  
          profound effect on the residents' financial, physical, and  
          emotional well-being, it stands to reason that such  
          elections should be protected from potential manipulation  
          and intimidation.

          With the unanimous passage of SB 61, (Battin), Chapter 450,  
          Statutes of 2005, the sanctity of the electoral process in  
          CIDs guarantees in future election.  However, some minor  
          clarifications are needed in order to clear up some  
          confusion that certain associations have expressed  
          regarding the implementation of the new law.  They have  
          been agreed upon by the various factions involved with CID  
          issues and the bill has been proposed for consent.


           ASSEMBLY FLOOR  : 
          AYES:  Aghazarian, Arambula, Baca, Bass, Benoit, Berg,  
            Bermudez, Blakeslee, Bogh, Calderon, Canciamilla, Chan,  
            Chavez, Chu, Cogdill, Cohn, Coto, Daucher, De La Torre,  
            DeVore, Dymally, Emmerson, Evans, Frommer, Garcia,  
            Goldberg, Hancock, Haynes, Jerome Horton, Shirley Horton,  
            Houston, Huff, Jones, Keene, Klehs, Koretz, La Malfa, La  
            Suer, Laird, Leno, Leslie, Levine, Lieber, Lieu,  
            Matthews, Maze, McCarthy, Montanez, Mountjoy, Mullin,  
            Nakanishi, Nation, Nava, Negrete McLeod, Niello, Parra,  
            Pavley, Plescia, Richman, Ridley-Thomas, Sharon Runner,  







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            Ruskin, Saldana, Salinas, Spitzer, Strickland, Torrico,  
            Tran, Umberg, Vargas, Villines, Walters, Wyland, Yee,  
            Nunez
          NO VOTE RECORDED:  Karnette, Liu, Oropeza, Wolk, Vacancy


          JJA:do  8/23/06   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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