BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                   AB 512|
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                                    CONSENT


          Bill No:  AB 512
          Author:   Bates (R)
          Amended:  8/25/03 in Senate
          Vote:     21

           
           SENATE HOUSING & COMM. DEV. COMMITTEE  :  8-0, 7/7/03
          AYES:  Ducheny, Hollingsworth, Ackerman, Alarcon, Cedillo,  
            Dunn, Florez, Torlakson

           SENATE JUDICIARY COMMITTEE  :  7-0, 8/19/03
          AYES:  Escutia, Morrow, Ackerman, Cedillo, Ducheny, Kuehl,  
            Sher

           ASSEMBLY FLOOR  :  77-0, 5/19/03 - See last page for vote


           SUBJECT  :    Common interest developments

           SOURCE  :     California Law Revision Commission


           DIGEST  :    This bill sets forth a process by which common  
          interest development associations may adopt and change  
          their operating rules, while giving notice and an  
          opportunity to comment to association members.

          ANALYSIS  :    Existing law, the Davis-Stirling Act, allows  
          common interest development (CID) associations to be  
          managed in accordance with "governing documents,"  
          consisting of the articles of incorporation, initial  
          declaration of covenants and restrictions, and any bylaws  
          or operating rules adopted by an association.

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          Existing law requires association meetings to be conducted  
          in accordance with a recognized parliamentary procedure,  
          and requires members to be given notice of the time and  
          place of the meeting, and of matters to be presented for  
          action at the meeting.

          Existing law further requires association meetings to be  
          open to the membership, except when the board meets in  
          executive session to consider litigation, member  
          discipline, personnel matters, or matters relating to the  
          formation of contracts with third parties.

          Existing law further requires the minutes, draft minutes or  
          summary of the minutes of a board meeting to be distributed  
          within 30 days of the meeting.

          This bill adds chapter and title headings to the  
          Davis-Stirling Act, and declares that the headings do not  
          affect the scope, meaning, or intent of its provisions.

          This bill defines "operating rule," explains what makes an  
          operating rule enforceable, and provides procedures for  
          adopting, amending, or repealing operating rules.

          This bill provides that its provisions shall apply to rule  
          changes commenced on or after January 1, 2004, and shall  
          not affect the validity of prior rule changes.

          Existing law provides that association members shall have  
          access to association records in accordance with Article 3  
          of the Corporations Code (which allows corporate  
          shareholders to inspect and copy the record of members'  
          names, addresses, and voting rights, and specifies that the  
          corporation's accounting books and records and shall be  
          open to inspection by members).

          This bil  l  specifies that association members shall have  
          access to association records, "including accounting books  
          and records and membership lists," and that members shall  
          have the same access to operating rules as they do to  
          accounting books and records.

          This bill provides that a copy of the operating rules,  
          along with copies of other governing documents, shall be  







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          provided by the seller of any separate interest to the  
          prospective purchaser.

           Comments

          Stated Need for Legislation  .  At the request of the  
          Legislature, the California Law Revision Commission is  
          examining ways in which to minimize reliance on the courts  
          to resolve disputes between a CID association and its  
          members.  The Commission now sponsors AB 512 as its initial  
          effort to reform various aspects of CID law.

          A CID is a form of real estate in which each homeowner has  
          an exclusive interest in a unit or lot and a shared or  
          undivided interest in common areas.  Condominiums, planned  
          unit developments, stock cooperatives, and community  
          apartments all fall under the umbrella of CIDs.  Currently,  
          there are an estimated six million residents living in  
          approximately 30,000 CIDs in California.

          The Davis-Stirling Common Interest Development Act provides  
          the legal framework for the establishment and operation of  
          CIDs.  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.

          In general, CID homeowner associations have wide discretion  
          to regulate the maintenance, operation, and general  
          appearance of the property, and the conduct of association  
          members.  However, current law does not provide a process  
          for the adoption of association operating rules, nor does  
          it provide guidance on the proper scope of such rules.

          This bill provides procedural guidelines for the adoption  
          and revision of CID association operating rules, including  
          provisions for notice and an opportunity to comment to  
          association members, as specified below.

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

           SUPPORT  :   (Verified  8/19/03)








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          California Law Revision Commission (source)


           ASSEMBLY FLOOR : 
          AYES:  Aghazarian, Bates, Benoit, Berg, Bermudez, Bogh,  
            Campbell, Canciamilla, Chan, Chavez, Chu, Cogdill, Cohn,  
            Corbett, Correa, Cox, Diaz, Dutra, Dutton, Dymally,  
            Firebaugh, Frommer, Goldberg, Hancock, Harman, Haynes,  
            Jerome Horton, Shirley Horton, Houston, Jackson, Keene,  
            Kehoe, Koretz, La Malfa, La Suer, Laird, Leno, Leslie,  
            Levine, Lieber, Liu, Longville, Lowenthal, Maddox,  
            Maldonado, Matthews, Maze, McCarthy, Montanez, Mountjoy,  
            Mullin, Nakanishi, Nakano, Nation, Negrete McLeod, Nunez,  
            Oropeza, Pacheco, Parra, Pavley, Plescia, Reyes, Richman,  
            Ridley-Thomas, Runner, Salinas, Samuelian, Simitian,  
            Spitzer, Steinberg, Strickland, Vargas, Wiggins, Wolk,  
            Wyland, Yee, Wesson


          NC:cm  8/25/03   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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