BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1726
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 1726 (Swanson)
          As Amended  August 4, 2010
          Majority vote
           
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          |ASSEMBLY:  |62-3 |(May 10, 2010)  |SENATE: |28-2 |(August 11,    |
          |           |     |                |        |     |2010)          |
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           Original Committee Reference:    H. & C.D.  
           
          SUMMARY  :  Allow for a reduction in the quorum requirement needed  
          to approve an election for the board of directors in a common  
          interest development (CID), subject to referendum by the members  
          of a CID.    

           The Senate amendments  :  

           1)Provide that for elections of the board of directors in CID if  
            a homeowners association (HOA) cannot achieve a quorum, the  
            quorum required in the first subsequent election is 40% of the  
            HOA membership entitled to vote.

          2)Provide that for elections of the board of directors in a CID,  
            if quorum of 40% of the members entitled to vote cannot be  
            reached, then the quorum requirement drops to 33% for  
            subsequent elections. 

          3)Allow a CID to continue using the quorum requirements of the  
            governing documents through either of the following actions:

          a)Provide that if 5% of the membership petitions to maintain the  
            quorum requirements in the governing documents, the board of  
            directors must place a referendum on the ballot to that  
            effect. If a majority of the membership approves the  
            referendum, then the quorum requirements will remain at the  
            level required by the governing documents, until the governing  
            documents are amended to change the quorum requirement.  

          b)Provide that the board of directors can vote to maintain the  
            quorum requirements in the governing documents. 

        4)Add a sunset date of January 1, 2014. 
           








                                                                 AB 1726
                                                                  Page  2

          AS PASSED BY THE ASSEMBLY  , this bill provided that for elections  
          of the board of directors in CIDs if a HOA cannot achieve a  
          quorum, the quorum required in the subsequent meeting is 33% of  
          the HOA membership entitled to vote.   Specifically,  this bill  :   


          1)Required the HOA to disclose to the membership in the election  
            materials, that if the quorum required is not achieved to  
            qualify the election, in the subsequent election the quorum  
            will be 33%. 

          2)Provided this provision does not apply to HOAs whose governing  
            documents require a quorum of less than 33% for a subsequent  
            election. 

          3)Made technical changes to the election procedures required in  
            a CID. 
           
          FISCAL EFFECT  :   None

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








                                                                  AB 1726
                                                                  Page  3

          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 until 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 incurring extra cots to their zero based  
          budgets.  This bill allows for a reduced quorum percentage in  
          order to conduct business.  The reduced quorum would only take  
          effect when the initial meeting or vote failed to achieve a  
          majority quorum and would only apply to the second attempt to  
          convene the election. 
           
           The Senate amendments make the quorum requirement for an  
          election of the board of directors in a CID 40% of the members  
          entitled to vote, following the first election attempt of the  
          CID.  If the CID cannot reach a 40% quorum on the second  
          election then the quorum is reduced to 33% for subsequent  
          elections.  The Assembly version of the bill required all  
          subsequent elections following the first failed attempt to reach  
          the quorum required by the governing documents to reduce the  
          quorum requirement to 33%.  The Senate amendments also the  
          membership of the HOA or the board of directors to vote to  
          maintain the quorum requirement provided for in the governing  
          documents and add a four year sunset to the bill. 
           
           Analysis Prepared by  :    Lisa Engel / H. & C.D. / (916) 319-2085  
                                                       FN: 0005706