BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1726
                                                                  Page  1

          Date of Hearing:   May 5, 2010

               ASSEMBLY COMMITTEE ON HOUSING AND COMMUNITY DEVELOPMENT
                                 Norma Torres, Chair
                     AB 1726 (Swanson) - As Amended:  May 3, 2010
           
          SUBJECT  :   Common interest developments: ballots: quorums 

           SUMMARY  :   Provides that for elections of the board of directors  
          in common interest developments (CID) if a homeowners  
          association (HOA) can not achieve a quorum, the quorum required  
          in the subsequent meeting is 33% of the HOA membership entitled  
          to vote.   Specifically,  this bill  :  

          1)Requires the HOA to disclose to the membership in the election  
            materials, that is if the quorum required is not achieved to  
            qualify the election, in the subsequent election the quorum  
            will be thirty-three percent. 

          2)Provides this provision does not apply to HOA's whose  
            governing documents require a quorum of less than 33% for a  
            subsequent election. 

          3)Makes technical changes. 

           EXISTING LAW  :

          1)Requires elections in CIDs to be conducted by secret, mailed  
            ballot.  Requires two envelopes to be mailed to each owner who  
            fills out the ballot, and inserts it into an envelope that is  
            then inserted into another envelope and mailed back to the  
            HOA. 

          2)Provides if the governing documents of an HOA do not set a  
            quorum requirement, the quorum is automatically one-third for  
            incorporated HOAs. 

          3)Provides if a quorum is required in a CID election each  
            returned mailed ballot is treated as a member of the HOA  
            present at a meeting for the purposes of establishing a  
            quorum. 

           FISCAL EFFECT  :   None. 

           COMMENTS  :  There are over 41,000 CIDs in the state that range in  








                                                                  AB 1726
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          size from three to 27,000 units. CIDs make up over four million  
          total housing units, which represents approximately one quarter  
          of the state's housing stock. In the 1990s, over 60% of all  
          residential construction starts in the state were CIDs.  CIDs  
          include condominiums, community apartment projects, housing  
          cooperatives, and planned unit developments.  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 association.   
          CIDs are governed by the Davis-Stirling Act (Civil Code Section  
          1350 et al.), as well as the governing documents of the  
          association including the bylaws, declaration, and operating  
          rules. Except when CIDs are first developed, no state agency  
          provides ongoing oversight to these communities.  
          HOAs are run by volunteer board who are elected by the owners  
          within the CID.  In some cases, CIDs have community managers  
          that run the day-to-day operations required to maintain the  
          community. 
           
          The governing documents in a CID generally include a quorum or  
          the minimum amount of voting power required for an election.  If  
          the governing documents fail to set a quorum requirement, state  
          law requires, for incorporated CIDs, the quorum to be at least  
          one-third of the members. 

          SB 61 (Dutton) Chaptered 450, Statute of 2005, established  
          extensive standards for conducting elections in CIDs.  Elections  
          are required to be conducted by secret mailed ballot.  The  
          ballots must be counted by an inspector of election who cannot  
          be a HOA member or manager of the HOA. 

           Purpose of the bill  :  According to the sponsor, "garnering more  
          than half of all members' vote has proven to be extremely  
          difficult largely due to member apathy or inconvenience,  
          particularly in large vacation communities.  In additional,  
          certain terminology and definitions in the law have lead to  
          confusion, invalid ballots, and inconclusive elections.  HOAs  
          must then repeat the entire process unit the quorum of all  
          members is met, this includes mailing notices and ballots again,  
          attempting to convene a meeting with a majority of members  
          represented and also incurs extra cots to the zero based  
          budgets.  This bill allows for a reduced quorum percentage in  
          order to conduct business, here the reduced quorum would only  








                                                                  AB 1726
                                                                  Page  3

          take effect when the initial meeting or vote failed to achieve a  
          majority quorum and would apply to the second attempts to  
          convene the election. 
           
           Arguments in support:  According to the California Association  
          of Community Managers (CACM), "Homeowners in a CIDs have  
          numerous obligations that make it difficult for them to vote on  
          every issue. Because of this, an association is often crippled  
          by the inability to obtain a quorum to take care of necessary  
          association business. AB 1726 would alleviate this problem by  
          providing a safety net in the event the 51% vote requirement is  
          not met."
           
          Arguments in opposition  : The California Alliance for Retired  
          Americans (CARA) is opposed to this measure because they feel it  
          does not allow the members of the HOA to vote to reduce the  
          quorum if the required quorum cannot be met in an election.  
           
           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Community Associations Institute (CAI)
          California Association of Community Managers (CACM)
          Executive Council of Homeowners (ECHO) (support, if amended) 

           Opposition 
           
          California Alliance for Retired Americans (CARA)
           
          Analysis Prepared by  :    Lisa Engel / H. & C.D. / (916) 319-2085