Serving California's Community Associations September 18, 2011
55+ COMMUNITY

QUESTION: My dad passed and left me a mobile in a 55+ park. He owned it and the lot for at least 15 years and recently died from a stroke. I'm 52 and the board won't make an exception. I have nowhere else to live but there. Is there anything I could do?

ANSWER: There are federal and state laws against housing discrimination based on age. However, both carved out exceptions so seniors could form their own communities. "Housing for Older Persons Act of 1995" (HOPA) allows private communities to qualify as a senior community if it meets the following requirements:
  • at least 80% of all units are occupied by at least one person 55 years of age and older;

  • the association publishes and follows policies demonstrating an intent by the association to provide housing for persons 55 years of age or older; and

  • the association uses age verification procedures to ensure that occupancy percentages comply with the 55 and over requirement.

Even if less than 20% of the park is occupied by those under 55, the association can (and should) refuse to allow underage persons from moving into the park. They need a buffer to accommodate changes in the percentage when older residents die and leave underage spouses in their mobile homes.

RECOMMENDATION: A possible solution is to put a senior renter in your home for the next three years until you turn 55 and move in yourself. Another possibility is to get a senior roommate by renting out one of the bedrooms and moving into the other. Perhaps readers will have other suggestions.

NEW LAW RE
BOARD MEETINGS


Senate Bill 563 was signed into law on September 6. Following is a summary of the relevant provisions.


Notice of Executive Sessions. The bill requires that "Except for an emergency meeting, members shall be given notice of the time and place of a meeting that will be held solely in executive session at least two days prior to the meeting. Notice shall be given by posting the notice in a prominent place or places within the common area and by mail to any owner who had requested notification of board meetings by mail, at the address requested by the owner. Notice may also be given by mail, by delivery of the notice to each unit in the development, by newsletter or similar means of communication, or, with the consent of the member, by electronic means. The notice shall contain the agenda for the meeting."

Board Decisions Via Email. Except for emergencies, boards are no longer allowed to make decisions by email. Emergency meetings may be held by email if all members of the board, individually or collectively, consent in writing to the action, and if the written consent or consents are filed with the minutes of the meeting of the board.

Teleconference Meetings. SB 563 also defines a "teleconference" meeting to be one in which a majority of the members of the board, in different locations, are connected by electronic means, through audio or video or both. The bill requires that a teleconference meeting (other than executive sessions) be conducted in a manner that protects the rights of members of the association. It requires that notice of the teleconference meeting identify at least one physical location so that members of the association may attend and at least one member of the board of directors be present at that location. All board members and homeowners must be able to hear one another.

NOTE: I will provide more detail and include links once I post the revised statutes on the Davis-Stirling.com website. SB 563 takes effect January 1, 2012.

NEW LAW RE
ESCROW DOCUMENTS


Existing law requires associations to provide specified documents upon request by escrow officers when a unit is sold. The statute failed to include minutes in its list of documents. Assembly Bill 771 corrects that oversight.

12 Months of Minutes. AB 771 bill requires that sellers also provide "If requested by the prospective purchaser, a copy of the minutes of the meetings, excluding meetings held in executive session, of the association's board of directors, conducted over the previous 12 months, that were approved by the association's board of directors."

Fees for Records. The bill also requires an association to provide an estimate of the fees that will be assessed to provide the documents. It allows associations to collect a reasonable fee based on their actual costs but prohibits charging additional fees for electronic delivery of documents. Delivery of the documents may not be withheld for any reason nor subject to any condition except the payment of the fee. Associations are allowed to contract with any person or entity to provide the documents on behalf of the association.

NOTE: AB 771 takes effect January 1, 2012 and includes a revised form for billing disclosures, all of which will be posted on the Davis-Stirling.com website.


FEEDBACK

LA Times #1. Thank you for your thoughtful response to whether managers should attend board meetings and take minutes. Sorry to say, the Los Angeles Times places little value on providing balanced information. The writers of the column have a clear bias against boards, attorneys and managers. If they could, they would abolish all HOAs. Why would you abolish a form of ownership that has made affordable housing possible to millions of people? I think it's important to make it very clear that these people give bad advice and boards should not rely on their column for any guidance. -Judy C.

LA Times #2. Thank you for your rebuttal to the L.A. Times article!!! -Jan H.


LA Times #3. It is clear that the author has a bias against management companies. The manager's job is to provide advice to the board that keeps them on the straight and narrow. Can the board assign some of its duties to its manager? You bet! Should it? This is a matter of contract, but in most cases it is a resounding “yes.” It has been my experience that the larger the association, the more complex it becomes, and with this comes the need for a manager with greater and more diverse skill sets. -Jim S.

LA Times #4. Managers at meetings???? Of course. We pay them to help manage and advise us even though all final decisions come from the BOD. They advise us when we might need an attorney's advice and many other issues a board member might not be privy to. Come on guys wake up and smell the roses! -Gloria F.


LA Times #5
. Regarding "Managers at Meetings" I agree that "yes" we do need the community manager at the meeting. I agree with the LA Times, though, that the manager should not be taking the minutes. That might be okay in a small association which doesn't want to hire a minute taker but in a larger association like mine we want an objective recording of what happened at the meeting. -Bob W.


 Adrian J. Adams, Esq.


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