BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2376
                                                                  Page  1

          Date of Hearing:  May 4, 2004

                           ASSEMBLY COMMITTEE ON JUDICIARY
                               Ellen M. Corbett, Chair
                  AB 2376 (Bates) - As Introduced: February 19, 2004
                                           
                     PROPOSED CONSENT (As Proposed to be Amended)

           SUBJECT  :  COMMON INTEREST DEVELOPMENTS: APPROVAL OF PHYSICAL  
          CHANGE REQUESTS

           KEY ISSUE  :  SHOULD HOMEOWNER ASSOCIATIONS HAVE A FAIR,  
          REASONABLE AND EXPEDITIOUS PROCESS FOR MAKING DECISIONS IN THOSE  
          CIRCUMSTANCES WHEN THE ASSOCIATION'S GOVERNING DOCUMENTS REQUIRE  
          ASSOCIATION APPROVAL BEFORE AN OWNER MAY MAKE A PHYSICAL CHANGE  
          TO THE OWNER'S SEPARATE PROPERTY OR TO COMMON AREAS WITHIN THE  
          OWNER'S CONTROL?
                                      SYNOPSIS
          
          As proposed to be amended, this non-controversial bill  
          implements a recommendation of the California Law Revision  
          Commission.  It requires that homeowner associations in common  
          interest developments provide a fair, reasonable, and  
          expeditious procedure for making decisions regarding approval of  
          homeowner requests to make physical changes to the owner's  
          property in those circumstances where the governing documents of  
          the association require approval.  The bill further specifies  
          that a decision on a proposed change shall be made in good faith  
          and shall not be unreasonable, arbitrary, or capricious, and  
          requires that any procedures for reviewing and approving or  
          disapproving these requests be adopted by established rulemaking  
          procedures and included within the association's operating  
          rules.

           SUMMARY  :  Regulates common interest developments.  Specifically,  
           this bill  :  

          1)Requires that homeowner associations in common interest  
            developments provide a fair, reasonable, and expeditious  
            procedure for making decisions regarding approval of homeowner  
            requests to make physical changes to the owner's property in  
            those circumstances where the governing documents of the  
            association require approval, and specifies certain minimum  
            standards for the procedure.  









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          2)Requires that such decisions be made in good faith and not be  
            unreasonable, arbitrary, or capricious, and requires that any  
            procedures for reviewing and approving or disapproving these  
            requests be adopted by established rulemaking procedures and  
            included within the association's operating rules.

          3)Makes other technical and conforming changes to the  
            Davis-Stirling Act.

           EXISTING LAW:  

          1)Generally regulates various aspects of the creation and  
            operation of common interest developments.  (Civil Code  
            section 1351 et seq.  Further statutory references are to this  
            code unless otherwise noted.)

          2)Recognizes that homeowner associations, as quasi-governmental  
            entities that owe fiduciary duties to their members, are  
            required to adhere to due process and equal protection  
            obligations.  (See Cohen v. Kite Hill Community Assn., 142  
            Cal.App.3d 642, 650-651 (1983) and authorities there cited.  
            See also Grand Bay of Brecksville Condominium v. Markos, 1999  
            Ohio App. Lexis 1162 (Ohio App. Ct. 1999).)

          3)Requires that a decision regarding a proposed change to a  
            homeowner's separate interest property be made in good faith,  
            pursuant to a fair and reasonable procedure.  (See Ironwood  
            Owners Ass'n IX v. Solomon, 178 Cal. App. 3d 766, 772, 224  
            Cal. Rptr. 18 (1986).)

           FISCAL EFFECT  :   As currently in print, this bill is keyed  
          non-fiscal.

           COMMENTS  :  According to the author, this bill is designed to  
          provide statutory guidelines for associations to follow in  
          acting on requests for approval of physical changes to an  
          owner's property when the governing documents of the CID require  
          such approval.

          The California Law Revision explains, "The governing documents  
          of many common interest developments 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  








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          paint, or planting flowers in a front yard.  There is no  
          statutory procedure for making such a decision.  Existing case  
          law requires that a decision regarding a proposed change to a  
          homeowner's separate interest property be made in good faith,  
          pursuant to a fair and reasonable procedure.  The Commission  
          recommends that this requirement be codified. This will serve to  
          educate homeowners and association officials of their rights and  
          duties with respect to the decisionmaking process.  The proposed  
          law would also require that a disapproval decision be in  
          writing, with an explanation of the association's reason for  
          disapproving the proposed change.  A homeowner whose proposed  
          change is disapproved would have the right to seek  
          reconsideration of the disapproval decision at an open meeting  
          of the board of directors.  These requirements would improve the  
          fairness of the process, without imposing significant costs on  
          the association."

          Under the bill, the procedure must be fair, reasonable and  
          expeditious in light of all the circumstances, and shall provide  
          for prompt deadlines.  The requirement that the procedure be  
          reasonable and expeditious takes into account that a fixed  
          deadline might not be appropriate for every type of dispute.   
          What is reasonable and expeditious with respect to the timeframe  
          for decision regarding a flower pot may not be the same as a  
          decision regarding new construction where proposed financing  
          must be resolved within a specified period of time prescribed by  
          a lender.  The fundamental principle is that the dispute  
          resolution procedure should be fair, reasonable and expeditious  
          in light of all the circumstances.

           Pending Related Legislation.   AB 1836 (Harman), also before the  
          Committee today, is another CLRC-sponsored bill.  It would  
          provide for certain internal dispute resolution processes and  
          reform the mandatory ADR requirement before suit on issues  
          related to common interest developments.



           REGISTERED SUPPORT / OPPOSITION  :   

           Support (if amended)
           
          California Association of Community Managers
          Congress of California Seniors









                                                                  AB 2376
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           Opposition 
           
          None on file.
           
          Analysis Prepared by  :  Kevin G. Baker / JUD. / (916) 319-2334