BILL ANALYSIS                                                                                                                                                                                                    






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: SB 853
          SENATOR TOM TORLAKSON, CHAIRMAN                AUTHOR:  Kehoe
                                                         VERSION:  
          3/29/2005
          Analysis by: Mark Stivers                      FISCAL:  No




          SUBJECT:

          Architectural review in common interest developments

          DESCRIPTION:

          This bill would clarify that any decision of an architectural  
          review entity within a common interest development shall be  
          consistent with all state laws, including building codes or  
          other applicable laws governing land use or public safety.

          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, and  
          community apartments 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.
          
          In general, homeowner associations have wide discretion to  
          regulate the appearance of individual interests and the conduct  
          of its members.  Under current law, the declarations of an  
          association are enforceable as equitable servitudes "unless  
          unreasonable."  In   Nahrstedt v. Lakeside Village Condominium  
          Assoc., Inc  ., 8 Cal. 4th 361 (1994), the California Supreme  
          Court opined that the "unless unreasonable" standard means that  
          "restrictions should be enforced unless they are wholly  
          arbitrary, violate a public policy, or impose a burden on the  
          use of affected land that far outweighs any benefit."  

          When reviewing architectural review matters, a homeowners  




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          association must provide a fair, reasonable and expeditious  
          procedure and make decisions in good faith.  In addition,  
          decisions must be consistent with "any governing provision of  
          law," including the accessibility requirements of fair housing  
          laws.   
          
           This bill would  clarify that the architectural review decisions  
          of a CID must be consistent with all provisions of law,  
          notwithstanding contrary provisions of the CID's own governing  
          documents.  The bill would further clarify that such decisions  
          must be consistent with laws governing building codes, land use,  
          or public safety.  The bill also would update references to  
          obsolete code sections.

          
          COMMENTS:

           1.Purpose of the bill  .  The California Law Revision Commission  
            has sponsored SB 853 in order to avoid disputes and  
            uncertainty that can result when an association's  
            architectural restrictions conflict with land use or public  
            safety law.   For example, fire safety law may require that  
            vegetation be cleared within a certain distance of structures  
            in fire-prone areas.  This requirement might conflict with an  
            association landscaping restriction.  In such a case, the  
            association may be unsure whether its restriction is preempted  
            and may feel duty-bound to enforce its restriction until a  
            court rules on the enforceability of the restriction. This  
            uncertainty can lead to unnecessary litigation and expense and  
            may result in perpetuation of an unlawful and unsafe  
            condition.   According to the commission, an association  
            architectural restriction should be preempted by governing  
            land use and public safety law as a matter of policy. 

           2.Overriding governing documents  .  The  Nahrstedt  decision  
            clearly establishes that CID restrictions are unenforceable if  
            they violate public policy.  Because public policies are  
            expressed through laws and regulations, CID restrictions, or  
            in this case decisions of an architectural review commission,  
            may not violate federal, state, or local laws or regulations.   


            CID board members are volunteers who generally don't have much  
            experience with the statutes and related court decisions.   
            Clarity in the statutes helps avoid illegal decisions by a  
            board and potential litigation.  In listing specific types of  




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            laws that may not be violated and clarifying that laws and  
            regulations trump an association's governing documents, this  
            bill does not substantively change current law but does  
            provided more explicit direction to laypersons charged with  
            implementing the statutes.  

           3.Updating cross-references  .  Former Code of Civil Procedure  
            Section 383 provided that a CID homeowners' association can  
            sue on behalf of its members in certain specified actions.  It  
            also provided special rules relating to comparative fault in  
            such a suit.  In 2004, Section 383 was repealed and the  
            substance moved to the Davis-Stirling Act.  This bill updates  
            statutory cross-references to reflect the relocation.   

           4.Author's amendments  .  The author intends to offer a technical  
            amendment in committee to replace the phrase "shall be  
            consistent" with "may not violate" as it relates to  
            architectural review decisions complying with land use or  
            public safety laws.

           5.Referral back to Rules  .  The Senate Rules Committee referred  
            this bill to the Transportation and Housing Committee and then  
            back to Rules for further review.  If the committee is  
            inclined to approve the bill, the proper motion would be do  
            pass and re-refer to Rules.  
          
          POSITIONS:  (Communicated to the Committee before noon on  
          Wednesday,
                        March 30, 2005.)

               SUPPORT:  California Law Revision Commission (sponsor)
          
               OPPOSED:  None received.