BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 209
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          Date of Hearing:   June 21, 2011

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                     SB 209 (Corbett) - As Amended:  June 6, 2011

           SENATE VOTE :   25-14
           
          SUBJECT  :  COMMON INTEREST DEVELOPMENTS: ELECTRIC VEHICLE 
          CHARGING STATIONS

           KEY ISSUE:   SHOULD COMMON INTEREST DEVELOPMENTS BE PREVENTED 
          FROM ENFORCING RESTRICTIONS THAT EFFECTIVELY PROHIBIT OR CREATE 
          UNREASONABLE BARRIERS TO THE INSTALLATION OF ELECTRIC VEHICLE 
          CHARGING EQUIPMENT BY HOMEOWNERS IN SUCH DEVELOPMENTS?

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

                                      SYNOPSIS
          
          This bill represents a proactive approach to eliminate what the 
          author anticipates may pose a potential but significant obstacle 
          to increased ownership of plug-in electric vehicles (PEVs) in 
          California, particularly among the estimated 25% of Californians 
          who live in housing units that are located in a common interest 
          development (CID).  Ownership of a PEV is a much more difficult 
          proposition if the vehicle owner cannot, for whatever reason, 
          install charging equipment at home to recharge the vehicle's 
          battery.  This bill seeks to prohibit CIDs from enforcing 
          restrictions in their governing documents that effectively 
          prohibit or create unreasonable barriers to the installation of 
          electric vehicle charging equipment by their member homeowners.  
          The bill also specifies the duties and responsibilities that 
          fall upon homeowners as condition of installing and maintaining 
          the electric vehicle charging equipment within the CID.  The 
          bill also provides for actual damages, civil liability up to 
          $1,000, and reasonable attorney's fees to be awarded to a 
          plaintiff homeowner who can show that the homeowner association 
          of the CID willfully violated these provisions in approving or 
          denying an application to install charging equipment.  This bill 
          is supported by a broad coalition of organizations, including 
          environmental groups, regional air quality districts, electric 
          vehicle advocates and makers, and the American Lung Association. 
           This bill was approved unanimously by the Assembly Housing and 








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          Community Development Committee, and currently has no registered 
          opposition.  

           SUMMARY  :  Prohibits common interest developments (CIDs) from 
          prohibiting or enforcing unreasonable restrictions against the 
          installation of electric vehicle charging equipment by member 
          homeowners.  Specifically,  this bill  :    

          1)Provides that any covenant, restriction, or condition 
            contained in any deed, contract, or other instrument affecting 
            the transfer or sale of any interest in a CID, and any 
            provision of a governing document, that effectively prohibits 
            or restricts the installation or use of an electric vehicle 
            charging station is void and unenforceable.

          2)Permits CIDs to impose "reasonable restrictions" on electric 
            vehicle charging stations, defined as restrictions that do not 
            significantly increase the cost of the station or decrease its 
            efficiency or performance.

          3)Declares that it is the policy of the state to promote, 
            encourage, and remove obstacles to the use of electric vehicle 
            charging stations. 

          4)Requires the CID to process and approve an application to 
            install an electric charging station in the same manner as an 
            architectural modification to the property and to not 
            willfully delay or avoid approval.  Further requires the 
            approval or denial of the application to be in writing, and 
            provides that if an application is not denied within 60 days 
            of receipt, then the application will be deemed approved 
            unless the delay was the result of a reasonable request for 
            additional information. 

          5)Provides that if an electric vehicle charging station is to be 
            placed in the common area or an exclusive use common area, the 
            owner must obtain approval from the CID to install the 
            electric vehicle charging station.

          6)Provides that if an electric vehicle charging station is to be 
            placed in the common area or an exclusive use common area, the 
            CID shall approve the installation if the homeowner agrees in 
            writing to do all the following: 

             a)   Comply with the CID's architectural standards for 








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               installation;
             b)   Engage a licensed contractor to install the station;
             c)   Within 14 days of approval, provide a certification of 
               insurance that names the CID as an additional insurer under 
               the homeowner's insurance policy;
             d)   Pay for the electricity usage associated with the 
               station. 

          1)Requires that any owner and each successive owner of the 
            parking stall on which or near where the electric vehicle 
            charging station is placed to be responsible for specified 
            costs associated with installation, maintenance, and repair, 
            as well as for the duty to                                  
            disclose to prospective buyers the existence of the charging 
            station and the related responsibilities of the homeowner.

          2)Requires the homeowner and each successive homeowner to 
            maintain an umbrella liability coverage policy for $1 million 
            that names the CID as an additional insured under the policy 
            with a right to notice of cancellation.

          3)Provides that a CID that willfully violates these provisions 
            is liable to the applicant or other party for actual damages 
            and shall pay a civil penalty to the applicant or other party 
            in an amount not to exceed $1000. 

          4)Provides in any action to enforce compliance with this section 
            the prevailing plaintiff is entitled to reasonable attorney 
            fees.  

          EXISTING LAW  :  

          1)Defines "governing documents" to mean the recorded declaration 
            and any other documents, such as bylaws, operating rules of 
            the association, articles of incorporation, or articles of 
            association, which govern the operation of the common interest 
            development or association.  (Civil Code Section 1351 (j).)

          2)Provides that any covenant, restriction, or condition 
            contained in any deed, contract, or other instrument affecting 
            the transfer or sale of real property, and any provision of a 
            governing document of a CID that effectively prohibits or 
            restricts the installation or use of a solar energy system is 
            void and unenforceable.  (Civil Code Section 714(a).)









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          3)Permits reasonable restrictions on solar energy systems that 
            do not significantly increase the cost of the system or 
            significantly decrease its efficiency or specified 
            performance.  (Civil Code Section 714(b).)

          4)Allows a CID to impose reasonable restrictions on the 
            installation of solar energy systems, including requiring an 
            owner to obtain the approval of the CID prior to installing a 
            system in a common area or in another owner's separate 
            interest.  (Civil Code Section 714.1).

          5)Establishes the Alternative and Renewable Fuel and Vehicle 
            Technology Program, administered by the State Energy Resources 
            Conservation and Development Commission, and authorizes the 
            Commission to create a program to provide funding for 
            homeowners who purchase a plug-in electric vehicle to offset 
            costs associated with modifying electrical sources to include 
            a residential plug-in electric vehicle charging station.  
            (Health and Safety Code Section 44272(d)(13).)
                                                                           
                                                                           
             
           COMMENTS  :  This bill represents a proactive approach to 
          eliminate what the author anticipates may pose a potential but 
          significant obstacle to increased ownership of plug-in electric 
          vehicles (PEVs) in California, particularly among the estimated 
          25% of Californians who live in housing units that are located 
          in a common interest development (CID).  Ownership of a PEV is a 
          much more difficult proposition if the vehicle owner cannot, for 
          whatever reason, install charging equipment at home to recharge 
          the vehicle's battery.  This bill seeks to prohibit CIDs from 
          enforcing restrictions in their governing documents that 
          effectively prohibit or create unreasonable barriers to the 
          installation of electric vehicle charging equipment by their 
          member homeowners.  The bill also specifies the duties and 
          responsibilities that fall upon homeowners as condition of 
          installing and maintaining the electric vehicle charging 
          equipment within the CID.  The bill also provides for actual 
          damages, civil liability up to $1,000, and reasonable attorney's 
          fees to be awarded to a plaintiff homeowner who can show that 
          the homeowner association of the CID willfully violated these 
          provisions in approving or denying an application to install 
          charging equipment.

           Stated need for the bill:   According to the author, this bill 








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          idea was inspired by events from the state of Hawaii, where a 
          homeowner's association prohibited one of its members who owned 
          a PEV from installing a charging station on the property.  In 
          response, Hawaii passed bipartisan legislation in 2010 that, 
          like this bill, limits the ability of CIDs to prohibit or 
          unreasonably restrict the installation of electric vehicle 
          charging equipment.

          According to the author:
           
                Allowing CIDs to impose prohibitions on the installation 
               of electric vehicle chargers interferes with the PEV 
               market. CIDs enacting such a prohibition raise the 
               transaction cost of prospective buyers of PEVs who live 
               in CIDs. These prospective buyers may be forced to go 
               through a cumbersome and possibly expensive and litigious 
               process to obtain permission from the CID to install 
               charging equipment. This daunting process shuts out 
               Californians living in CIDs who want to drive clean 
               electric vehicles. 

               As the California Plug-In Electric Vehicle Collaborative 
               notes, "The convenience of charging at home is one of the 
               most appreciated benefit of PEV ownership. By simplifying 
               the installation process for residential charging 
               stations, stakeholders can bring down upfront costs for 
               consumers and ensure positive purchase and use 
               experiences with PEVs. Positive early consumer 
               experiences will proliferate and push the market 
               forward." 

           Background on common interest developments  .  There are nearly 
          50,000 common interest developments (CIDs) in California that 
          vary in size and structure, but generally speaking, CIDs are 
          multi-unit communities characterized by the following: (1) 
          separate ownership of individual residential units coupled with 
          an undivided interest in common property; (2) covenants, 
          conditions, and restrictions (CC&Rs) that limit the use of both 
          separate interests and common property; and (3) management of 
          common property and enforcement of restrictions by a homeowner's 
          association (HOA).  

          Under the Davis-Stirling Act (Civil Code Section 1350 et seq.), 
          which sets forth general rules governing common interest 
          developments, each individual CID is subject to rules and 








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          regulations set forth by the HOA's "governing documents."  These 
          governing documents include the recorded declaration and any 
          other documents, such as bylaws, operating rules of the 
          association, or articles of incorporation that govern the 
          operation of the association.  (Civil Code Section 1351(j).)  
          CIDs are governed by volunteer boards of directors who are 
          elected by the members of the HOA and who are responsible for 
          interpreting the governing documents and state law.  Except when 
          CIDs are first developed, no state agency provides ongoing 
          oversight to these communities.  In order to amend the governing 
          documents, an HOA must follow the procedure outlined in their 
          governing documents, or if the governing documents are silent, 
          the process provided in state law.  State law and most governing 
          documents require that a majority of members vote to approve an 
          amendment to the governing documents.   The governing documents 
          of CIDs typically contain many restrictions over aspects of use, 
          appearance, and transferability of interest of the property, and 
          it is not hard to imagine that some HOAs may elect in the future 
          to adopt restrictions regarding the installation of PEV charging 
          equipment.  
           
          This bill adopts an early problem-solving approach to an 
          imminent potential problem  .  Currently, the Committee is not 
          aware of any reports of CIDs in California that have actually 
          prohibited a member from installing such charging equipment 
          pursuant to the CID's governing documents.  However, it may be 
          just a matter of time before such a scenario arises, 
          particularly with projections of a sharp increase in the number 
          of PEVs sold in California.  For example, the California 
          Electric Transportation Coalition estimates that by the end of 
          2011 there will be between 1,000 to 3,000 plug-in electric 
          vehicles (PEVs) in California, with that number increasing to 
          125,000 to 250,000 vehicles by 2015.  For these reasons, the 
          author proposes this bill to establish guidance in this area.

          Specifically, this bill provides that any covenant, restriction, 
          or condition contained in any deed, contract, or other 
          instrument affecting the transfer or sale of any interest in a 
          CID, and any provision of a governing document, that effectively 
          prohibits or restricts the installation or use of an electric 
          vehicle charging station is void and unenforceable.  The bill 
          does not prohibit a CID from regulating charging station 
          equipment at all, but establishes that CIDs may only impose 
          "reasonable restrictions" on electric vehicle charging stations, 
          which are defined as restrictions that do not significantly 








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          increase the cost of the station or decrease its efficiency or 
          performance.  For example, among the restrictions that are 
          expressly allowed by this bill, homeowners must agree in 
          writing, as a condition of obtaining HOA approval of an 
          application to install a charging station, that they shall 
          comply with the CID's architectural standards for installation, 
          hire a licensed contractor to perform the work, and name the CID 
          as an additional insured under their homeowner insurance policy.

           Civil liability provisions.   The bill provides that a homeowner 
          association shall be liable to the homeowner for actual damages 
          and civil liability up to $1,000 for willfully violating these 
          provisions with respect to handling the homeowner's application 
          to install charging equipment.  In addition, the bill requires 
          reasonable attorney's fees to be awarded to the prevailing 
          plaintiff in an action against the CID to enforce compliance 
          with this section.  Prevailing plaintiff attorney's fee 
          statutes, such as this one, are intended to encourage persons to 
          pursue litigation which advances a specific public policy, or to 
          enhance the ability of aggrieved parties to enforce their rights 
          when the legal costs may otherwise be prohibitive.  In this 
          case, the bill advances public policy "to promote, encourage, 
          and remove obstacles to the use of electric vehicle charging 
          stations" and would also allow a homeowner to enforce his or her 
          right to install charging equipment if he or she believed the 
          CID was willfully creating unreasonable restrictions to prevent 
          installation of the charging equipment.

           ECHO cites Support if Amended position:   The Executive Council 
          of Homeowners (ECHO), representing more than 1,550 community 
          associations that comprise its membership, submitted a letter to 
          the Committee stating a "Support If Amended" position.  ECHO 
          reports it "has been working with the author's office on 
          amendments, including ones relative to encroachment on common 
          areas, insurance coverage and responsibility for costs."  At the 
          time of this analysis, neither ECHO nor any other group had 
          registered official opposition to this bill.

           ARGUMENTS IN SUPPORT  :  The bill is supported by electric vehicle 
          advocates and automobile manufacturers, who generally support 
          efforts to build up electric vehicle recharging infrastructure.  
          Plug In America, an organization "representing millions of 
          potential future customers of plug-in hybrids and electric 
          vehicles" writes in support:









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               SB 209 will accelerate the market deployment of 
               electric vehicles by promoting the implementation of 
               plug-in charging infrastructure in apartments, 
               condominium, and other multifamily dwellings.  SB 209 
               will significantly reduce the barriers for installation 
               of electric vehicle charging equipment in these kinds 
               of residences . . . and will support consumers who will 
               drive demand for the next generation of clean efficient 
               vehicles that run on domestic electricity.

          The bill is also supported by air quality management districts 
          and environmental advocates, including the Natural Resources 
          Defense Council, which states:

               California state policy is helping the nascent plug-in 
               electric vehicle industry grow in a manner consistent 
               with state goals to clean the air, create jobs, reduce 
               oil dependency, and develop an alternative fuels 
               market.  Over thirty different plug-in electric vehicle 
               models are expected to be launched over the next 
               several years, based on recent industry forecasts.  
               Particularly at a time of rising oil prices, California 
               should ensure that barriers to adoption of 
               alternatively-fueled vehicles are removed.  SB 209 
               takes a proactive step to ensure that plug-in electric 
               vehicles and charging infrastructure are supported in 
               homes across California.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Alliance of Automobile Manufacturers
          American Lung Association
          Bay Area Air Quality Management District (BAAQMD)
          California Electric Transportation Coalition
          National Resources Defense Council (NRDC)
          Plug In America
          South Coast Air Quality Management District
          Tesla Motors, Inc.
          Union of Concerned Scientists
           
            Support (If Amended)

           Executive Council of Homeowners (ECHO)








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           Opposition 
           
          None on file


           Analysis Prepared by  :    Anthony Lew / JUD. / (916) 319-2334