BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2376
                                                                  Page  1

          Date of Hearing:   March 24, 2004

               ASSEMBLY COMMITTEE ON HOUSING AND COMMUNITY DEVELOPMENT
                                Alan Lowenthal, Chair
                 AB 2376 (Bates) - As Introduced:  February 19, 2004
           
          SUBJECT  :   Common interest developments: architectural review.

           SUMMARY  :   Requires a homeowner association to provide a fair  
          and reasonable process for reviewing a request by a homeowner  
          for a physical alteration to their unit or the common area.   
          Specifically,  this bill  :  

          1)Requires that a homeowner association provide within their  
            governing documents a fair, reasonable and expeditious process  
            for reviewing proposed physical design alterations by a  
            member.

          2)Requires that a decision on the proposal be made in a good  
            faith manner.

          3)Requires a decision to be made in writing and if denying a  
            request to include a description of why the proposal was  
            disapproved and the process for seeking reconsideration by the  
            board.

          4)Provides for the right of appeal at an open meeting of the  
            board of directors unless the denial was by the board during  
            an open meeting.

           EXISTING LAW  

          1)Requires meetings of the association to be conducted in a  
            recognized parliamentary procedure and notice to members of an  
            action that will be presented for action by the membership.  
            (Civil Code Section 1363)

          2)Requires all meetings to be open to the membership unless the  
            board meets in executive session to consider litigation,  
            member discipline, personnel matters, or matters relating to  
            the formation of contracts with third parties. (Civil Code  
            Section 1363.05)

          3)Requires the minutes, draft minutes, or summary of the minutes  
            of a board meeting to be distributed within 30 days of the  








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            meeting.  (Civil Code Section 1363.05)

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   The governing documents of many homeowner  
          association require approval of the community association before  
          a homeowner can make a physical change to the homeowner's  
          separate interest property.  For example, a homeowner might be  
          required to obtain association approval before adding a room,  
          choosing a color of exterior paint, or planting flowers in a  
          front yard.

          This bill addresses the impression by many homeowners that the  
          process for approval may be capricious or arbitrary.    
          Minimally, associations should be required to provide their  
          decision in writing and allow reconsideration of denials at an  
          open meeting of the association.

           Appeal rights
           The California Association of Community Managers (CACM) has  
          submitted a letter of support if amended requesting that the  
          procedure for appeal be clarified.  According to CACM some  
          boards will adjourn and immediately meet in name only as the  
          architectural committee but with the exact same members of the  
          board comprising that committee. They have asked that in the  
          case where the board of directors meets in name only as the  
          architectural review body, but there is no difference in the  
          membership of that committee, that the right of appeal be  
          excluded.  

          The point of CACM's request seems to provide the most  
          expeditious and efficient means for hearing proposals but it may  
          also prevent a homeowner from obtaining an open hearing on their  
          appeal.  The provisions of the Davis-Stirling Act regarding open  
          meetings apply to the board but not to special committees.   
          Therefore, an association could use this loophole to circumvent  
          the intent of the law.  Again, this does not appear to be the  
          intent of CACM but the committee may wish to consider how much  
          of a burden it really is for a board to possibly hear an issue  
          twice.

           Opposition
           The Congress of California Seniors raises various concerns  
          including the general lack of enforcement options regarding the  
          laws governing common interest developments and that nothing in  








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          this bill will change associations that choose to act in an  
          unfair manner.  As it stands if an association is actively  
          violating the laws or merely acting out of ignorance the  
          homeowner has no remedy except judicial action or requesting  
          alternative dispute resolution.  The Congress also objects to  
          the fact that the board, which makes the rules, is deciding if a  
          homeowner has violated the rules.  

          The commission has responded that the lack of practical  
          enforcement is a general problem with the laws governing common  
          interest developments.  This bill does not change that but it at  
          least provides some structure and guidelines that can be used by  
          associations looking to act in a fair manner or by homeowners  
          that want to argue that their association is violating the law.   
          Homeowners always have the right of taking their dispute to the  
          courts.  The creation of an enforcement agency or another level  
          of governance would not change the fact that homeowner's  
          sometimes have to go to court.  

          Lastly, the Congress has raised concerns regarding the lack of  
          specified timelines or requirements for timely responses by the  
          association.  Last year Assembly Member Bates carried AB 512  
          (Chapter 557, Statutes of 2003) establishing fairness in  
          rulemaking, which originally included very specific timelines  
          for architectural review.  The Congress has pointed to this as  
          valuable and necessary to protect homeowners from associations  
          that may attempt to wait out a request for alteration.

          The problem with requiring specific days and timeframes is that  
          associations come in all shapes and sizes and meet on varying  
          schedules.  One possibility is to require that associations  
          specify in their rules a timeframe for review thereby allowing  
          homeowners to know the rules up front but not dictating a one  
          size fits all approach.  In addition, the committee may wish to  
          consider requiring that any processes be adopted through and  
          subject to the formal rulemaking procedures provided for last  
          year in AB 512.  This would ensure homeowners of notification,  
          participation and the right to hold a referendum.
           

           Double referred  :  The Assembly Committee on Rules referred AB  
          2376 to Housing and Community Development Committee and  
          Judiciary Committee.  If AB 2376 passes this committee, the bill  
          must be referred to the Assembly Committee on Judiciary.
           








                                                                 AB 2376
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          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Association of Community Managers (if amended)

           Opposition 
           
          Congress of California Seniors (unless amended)
           
          Analysis Prepared by  :    Jay Barkman / H. & C.D. / (916)  
          319-2085