BILL ANALYSIS                                                                                                                                                                                                    �



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          ASSEMBLY THIRD READING
          AB 1360 (Torres)
          As Amended  May 2, 2013
          Majority vote 

           HOUSING             7-0                                         
           
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          |Ayes:|Torres, Beth Gaines,      |     |                          |
          |     |Atkins, Brown, Chau,      |     |                          |
          |     |Maienschein, Mullin       |     |                          |
          |     |                          |     |                          |
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           SUMMARY  :  Allows a homeowners' association (HOA) in a common  
          interest development (CID) to conduct an election via electronic  
          voting.  Specifically,  this bill  :  

          1)Makes legislative findings. 

          2)Requires an HOA to give a member an opportunity to indicate if  
            he or she wishes to vote electronically. 

          3)Requires an HOA to provide a ballot and any related material  
            to a member voting electronically at least 30 days prior to  
            the voting deadline by electronic transmission. 

          4)Requires the inspector of elections to receive the voting  
            results from an electronic balloting services provider and to  
            count and tabulate the electronic votes. 

          5)Requires an HOA to provide members who indicated that they  
            will not be voting electronically a paper ballot pursuant to  
            Civil Code Section 5115.  

          6)Defines an "electronic balloting service provider" as a  
            business that:

             a)   Is not affiliated with the HOA management or members;

             b)   Is insured for liability;

             c)   Protects the secrecy of the ballots;

             d)   Protects the anonymity of the voter by insuring that  








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               when the votes are tallied and submitted to the HOA the  
               members names are not listed;

             e)   Produces a record verifying the dates and times that the  
               votes were cast; and

             f)   Provides members a secure confirmation of their  
               electronically cast vote. 

           FISCAL EFFECT  :  None

           COMMENTS  :  There are over 49,000 CIDs in the state that comprise  
          over 4.9 million housing units, or approximately one-quarter of  
          the state's housing stock.  CIDs include condominiums, community  
          apartment projects, housing cooperatives, and planned unit  
          developments.  CIDs range in size from three to 27,000  
          individual units.  They are characterized by a separate  
          ownership of dwelling space coupled with an undivided interest  
          in a common property, restricted by covenants and conditions  
          that limit the use of common area and the separate ownership  
          interests, and the management of common property and enforcement  
          of restrictions by an HOA. CIDs are governed by the Davis  
          Stirling Act (Act) as well as the governing documents of the  
          association, including bylaws, declaration, and operating rules.  
           CIDs are run by volunteer boards of directors, the members of  
          which may have little or no experience managing real property or  
          governing a nonprofit association and who must interpret the  
          complex laws regulating CIDs.  Boards must not only interpret  
          the law, but enforce the restrictions and rules imposed by the  
          governing documents and state law. 

          In addition to interpreting an HOA's individual governing  
          documents, boards and homeowners must also follow the state law  
          governing CIDs.  The governing law has two main sources, the  
          Corporations Code and the Act.  If an HOA is incorporated it is  
          typically governed by the Nonprofit Mutual Benefit Corporation  
          Law.  An unincorporated HOA is subject to both the general law  
          on unincorporated associations and specific provisions of the  
          Nonprofit Mutual Benefit Corporations Code.  Although the  
          Department of Real Estate oversees the early stages of the  
          development of a CID, once a majority of the units are sold  
          there is no entity that oversees HOA governance.  To enforce  
          state law governing CIDs and the governing documents, members  
          must pursue remedies in the courts.








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          Election procedures in CIDs:  The existing CID election  
          procedure is intended to provide secrecy to members and involves  
          an extensive process, including the provision of double stuffed  
          ballots.  HOAs are required to secure an inspector of elections  
          to open and tally all ballots received in an election.  A  
          problem reported by CIDs, regardless of size, is the challenge  
          of getting enough members of the HOA to participate in an  
          election to achieve a quorum.  For an election to be valid, the  
          governing documents of an HOA generally require that a quorum of  
          the members vote.  In some cases HOAs are not able to achieve a  
          quorum in the first election and must conduct subsequent  
          elections, which they report is a costly endeavor.  Ultimately  
          this cost, like all costs to operate the CID, is borne by the  
          members through their assessments. 

          Purpose of this bill:  This bill would allow members of an HOA  
          to opt in to electronic voting as an alternative to voting by  
          paper ballot.  According to the author, this bill seeks to  
          increase voter participation in HOA elections while contributing  
          to reductions in the use of paper and providing cost-saving  
          opportunities for HOAs in the administration of elections.   
          Members would be given the option to vote electronically.  If  
          they decided not to, they would receive a paper ballot and would  
          vote according to the existing procedure outlined in law. 

          Secrecy of ballots:  One of the main goals of the existing  
          election procedure for CIDs is to maintain secrecy.  The double  
          stuffed ballots and independent third party inspector of  
          elections are intended to insure that members are confident that  
          they can freely vote without reprisal.  At the same time, some  
          HOAs contend that the existing process is cumbersome and costly  
          and that apathetic members do not vote in elections, both of  
          which mean HOAs incur extra costs for multiple elections.  The  
          challenge to allowing electronic balloting is balancing the  
          desire for secrecy with the goal of greater voter participation.  
           

          Role of inspector of elections:  This bill still maintains a  
          role for the inspector of elections to receive, count, and  
          tabulate the voting results from the electronic balloting  
          service provider.  In the case of paper ballot voting the role  
          of the inspector is clear.  With electronic voting, it is not  
          entirely clear what type of record the electronic voting service  








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          provider would provide of the votes or how the inspector of  
          elections would count and certify them. 

          Arguments in support:  The board of directors of Laguna Woods  
          Village supports this bill. Laguna Woods Village is made up of  
          18,000 senior citizens residing in 12,736 homes in three housing  
          non-profit mutual benefit corporations, two condominium  
          associations, and one cooperative housing corporation.  The  
          board of directors of Laguna Woods Village writes, "This bill  
          would provide an option for an association such as ours to offer  
          an opt-in electronic voting option that would afford an  
          opportunity for increased convenience thereby increasing voter  
          participation as well as reducing the cost of conducting  
          elections which cost approximately $15,000 annually."

          Arguments in opposition:  The Center for California Homeowner  
          Association Law (CCHAL) opposes this bill and raises concerns  
          that the bill could jeopardize the secrecy of the ballots.   
          CCHAL contends the bill does not address several key questions,  
          including how secrecy of the ballots will be maintained, how  
          electronic ballots can be audited, and what the chain of custody  
          is for ballots in electronic balloting.  CCHAL maintains that  
          the rationale for the bill is that electronic balloting  
          increases voter participation, but that no research from a  
          neutral third party establishes that this outcome will be  
          achieved. 

           
          Analysis Prepared by  :    Lisa Engel / H. & C.D. / (916) 319-2085  



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