Condominium Bluebook 2018: A Complete Legal Guide to Living in a (California) HOA
A Complete Legal Guide to Living in a (California) HOA

ISBN: 9780996949347
500 pages
2018 edition
Author(s): Brandon Bickle
Product Format: Book
Item #: R9347
Members: USD $19.95
Non-Members: USD $24.99
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In its 30th year of publication, the 2018 Condominium Bluebook for California is a comprehensive guide to the Davis-Stirling Act, renumbered and revised, and all the relevant laws that govern condominiums and planned developments. This more-than-500-page resource is a road map to the legal side of common ownership and being an informed member of a homeowner association in California today.

 
Covers natural disasters, fires, power outages, hazardous materials spills, crime and terrorism, business continuity practices and much more. Includes online access to customizable emergency planning forms. 
 
CONTENTS
1 AN OVERVIEW OF CALIFORNIA CONDOMINIUM LAW
COMMON INTEREST DEVELOPMENTS
       A. Types of Common Interest Developments
       B. Differences Between Condominium Projects, Planned Developments,
and Stock Co-ops 
 
HOMEOWNERS’ ASSOCIATION STRUCTURE
       A. Legal Structure of Homeowners’ Associations
       B. Law Governing the Governing Documents
           1. Statutory Law
           2. Case Law
           3. California Department of Real Estate Regulations
           4. Binding Effect of Governing Documents
       C. Types of Governing Documents
           1. The Declaration of Covenants, Conditions and Restrictions
           2. Bylaws
           3. Articles of Incorporation
           4. Condominium Plan
           5. Operating Rules
       D. Interpretation of Governing Documents
            1. Liberal Construction of Governing Documents
            2. Physical Boundaries of Units Control
            3. Conflicts Between the Governing Documents and Statutory Law
            4. Conflicts Between Governing Documents
            5. Ambiguous or Unclear Governing Document Provisions
            6. Unreasonable or Unfair Governing Document Provisions
 
OWNERSHIP AND TRANSFER OF INTERESTS
       A. A “Unit” or “Separate Interest” in a Condominium Project
       B. A “Lot” or “Separate Interest” in a Planned Development
       C. Ownership of Common Area
       D. Exclusive Use or Restricted Common Area
       E. Use of Common Area
           1. By a Unit or Lot Owner
           2. By a Non-Resident Unit or Lot Owner
           3. By Guests and Tenant
           4. Restrictions on Fees for Use of Common Area Facilities
       F. “Percentage Interest” or “Common Interest”
       G. Party Walls
       H. Partition
       I. Individual Unit or Lot Split Off
       J. Sale or Exchange of Portions of Unit or Lot
       K. Combining Two or More Units or Lots
       L. Sale or Exchange of Exclusive Use or Restricted Common Area
       M. Access Rights
           1. Homeowners’ Association Access to Individually Owned Units or Lots
           2. Unit or Lot Owner Access to Neighboring Unit or Lot
           3. Access to Owner’s Separate Interest
       N. Rental Restrictions
       O. Transfer of Ownership
 
PROPERTY USE AND MAINTENANCE
       A. Common Use Restrictions
       B. Protected Use Restrictions
           1. Right to Display of the American Flag and Non- Commercial Signs
           2. Right to Keep a Pet
           3. Right to Fire Retardant Roof Materials
           4. Right to Video or Television Antenna System
           5. Right to Use of Law Water-Using Plants
           6. Right to Electric Vehicle Charging Stations
           7. Right to Parking Spaces
           8. Right to Solar Energy Systems
           9. Age Restrictions
           10. Non-Resident Owner Restrictions
       C. Impermissible Use Restrictions
       D. Member’s Responsibility for Tenant Compliance
       E. Responsibility for Damage Caused by Misconduct
       F. Removal of Vehicles
       G. Modification of a Unit to Lot
           1. Modification of a Condominium Unit
           2. Modification of a Lot in a Planned Development
           3. Handicap Modifications
           4. Miscellaneous Modification Rights
           5. Association Approval Procedures
           6. Standards for Association Approval
           7. Penalties for Modifications Without Required Approval
        H. Maintenance
            1. Association Maintenance Responsibilities
            2. Owner Maintenance Responsibilities
            3. Maintaining Items that Border Adjacent Lots in a Planned Development
            4. Standards for Required Maintenance
       I. Mortgages and Liens
           1. Owner Default
           2. “Mortgage Protection” Provisions in Governing Documents
           3. Mechanics’ Liens
 
ASSOCIATION GOVERNANCE
       A. Association Existence and Powers
           1. Distribution of Powers and Authority
           2. Differences Between Directors and Officers
           3. Signing Authority
           4. Committees
           5. Compensation of Directors and Officers
           6. The Board’s Decision-Making Process and Limits of Power
           7. Members Authority to Override Board Decisions
       B. Notice and Delivery
            1. Delivery of Documents to the Association
            2. Delivery of Documents to Members
            3. Time of Delivery
            4. Electronic Delivery
       C. Board Meetings
           1. Authority to Convene and Frequency of Board Meetings
           2. Definition of Board Meetings
           3. Board Meetings By Audio or Video Teleconferencing
           4. Notice Requirements for Regular Board Meetings
           5. Notice Requirements for Executive Session Board Meetings
           6. Notice Required for Emergency Board Meetings
           7. Quorum Requirements
           8. Member Attendance and Participation at Board Meetings
           9. Procedures for Board Meetings
         10. Standards for Board Decisions: Business Judgment Rule
         11. Executive Session Board Meetings
         12. Board Meeting Minutes
         13. Delegated Action Without Meeting
       D. Member Meetings
          1. Regular and Special Member Meetings
          2. Notice Requirements for Member Meetings
          3. Quorum Requirement for Member Meetings
          4. Procedures for Member Meetings
          5. Member Approvals
          6. Proxy Voting
          7. Decision-Making Without a Member Meeting
          8. Member’s Voting Power
          9. Member Meeting Minutes
        10. Super-Majority Voting Requirements
       E. Member Elections
          1. Secret Ballot Elections
          2. Election Rules
          3. Inspector of Elections
          4. Ballot Instructions
          5. Tabulation of Ballots
          6. Proxies
          7. Prohibition Against Using Association Funds for Campaign Purposes
          8. Violation of Election Rules
       F. Election and Removal of Directors
          1. Director Requirements and Qualifications
          2. Director Nomination and Election
          3. Length of Director Terms/Staggered or Concurrent Terms
          4. Removal of Directors Prior to Expiration of Term
          5. Director Vacancies
          6. Cumulative Voting
       G. Record Inspection
          1. Association Records
          2. Enhanced Association Records
          3. Inspection Rights
          4. Time Periods for Record Production
          5. Withholding or Redacting Information
          6. Right to “Opt-Out” of Sharing Information
          7. Access to Membership Lists
          8. Action to Enforce Inspection Rights
       H. Recordkeeping
       I. Annual Reports
          1. Annual Budget Report
          2. Review of Annual Budget Report by CPA
          3. Annual Policy Statement Requirements
       J. Exemptions form Reporting Requirements
       K. Conflict of Interest
       L. Managing Agent
          1. Definition
          2. Requirements for Professional Manager
          3. Services Typically Provided by Professional Managers
          4. Selection of Professional Manager and Management Contract
          5. Disclosure Requirements
          6. Restrictions on Manager’s Handling of Funds
       M. Government Assistance
       N. Information Statement Filed with Secretary of State
 
FINANCES
       A. Accounting - Periodic Board Review
       B. Reserve Funds
          1. Definition of Reserve Funds
          2. Handling and Withdrawal of Reserve Funds
       C. Use of Reserve Funds
           1. Use of Reserve Funds for Reserve Expenses
           2. Use of Reserve Funds for Operating Expenses
           3. Use of Reserve Funds for Litigation Purposes
       D. Reserve Planning
           1. Preparation of Reserve Study
           2. Reserve Funding Plan
           3. Summary of Association Reserves
           4. Assessment and Reserve Funding Disclosure
 
ASSESSMENTS AND ASSESSMENT COLLECTION
       A. Establishment and Imposition of Assessments
           1. Power to Levy Assessments
           2. Definition of Operating Funds and Reserve Funds
           3. Budgeting: Definition, Creation and Review
           4. Determination of Each Owner’s Share of Assessments
           5. Regular and Special Assessments - Limitations
           6. Emergency Assessments
           7. Personal Reimbursement Assessments
           8. Notice of Assessment Increases
           9. Exemption of Assessments from Creditors
       B. Assessment Payment and Delinquency
           1. Delinquent Assessments
           2. Disputed Charges
           3. Notice of Intent to Lien
           4. Pre-Lien Payment Plan Option
           5. Pre-Lien Dispute Resolution Option
           6. Decision to Record an Assessment Lien
           7. Content of Notice of Delinquent Assessment
           8. Release of Lien
           9. Failure to Follow Lien Procedures
       C. Collection Procedures
           1. Restrictions on Foreclosure
           2. Pre-Foreclosure Dispute Resolution
           3. Decision to Record Initiate Foreclosure
           4. Right of Redemption
           5. Assignment of Delinquent Assessments
 
INSURANCE AND LIABILITY
       A. Directors’ and Officers’ Liability Insurance
       B. Association Liability Insurance
       C. Association Property/Casualty Insurance
           1. Property/Casualty Insurance
           2. Earthquake Insurance
           3. When Repairs Exceed Insurance Coverage
       D. Managing Agent Insurance
       E. Disclosure of Insurance Coverage to Owners
       F. Member Required Insurance
       G. Member Liability and Association Debts
 
DISPUTE RESOLUTION AND ENFORCEMENT
       A. Types of Discipline that May Be Imposed
       B. Discipline and Cost Reimbursement
           1. Schedule of Monetary Penalties
           2. Enforcement of Monetary Penalties
           3. Disciplinary Hearings
           4. Confidentiality
       C. Internal Dispute Resolution
           1. Association Established Internal Dispute Resolution
           2. Statutory Internal Dispute Resolution
       D. Alternative Dispute Resolution
       E. Enforcement of Governing Documents
           1. HOA’s Obligation to Enforce Governing Documents
           2. Member’s Right to Enforce Governing Documents
           3. Award of Attorney Fees to Prevailing Litigant
           4. HOA Appearance in Court
           5. Settlement
 
CONSTRUCTION DEFECT LITIGATION
       A. Construction Defects
       B. HOA Responsibilities for Construction Defects
       C. Disclosures to Prospective Purchasers
 
INCOME TAX
 
DAVIS-STIRLING COMMON INTEREST DEVELOPMENT ACT &
OTHER RESTRICTIONS (Civil Code §§ 4000-6150 and 711-714.1, Government Code §
434.5, Health & Safety § 13132.7 and Welfare & Institutions Code §§
5116, 1597.40 and 1597.531
 
ORGANIZATION AND MANAGEMENT OF NONPROFIT MUTUAL BENEFIT
CORPORATIONS (Corporations Code §§ 7110-7160 and 7210-7238)
MEMBERSHIP IN NONPROFIT MUTUAL BENEFIT CORPORATIONS &
ELECTRONIC TRANSMISSION (Corporations Code §§ 20, 21, 310, 5009, 5012, 5016,
5032-5034, 5069, 7312, 7341, 7510-7527, and 7610-7616)
 
NONPROFIT MUTUAL BENEFIT CORPORATION GOVERNING DOCUMENTS
(Corporations Code §§ 7810-7820, 8210-8338 and Government Code § 66469-66472.1)

TAXATION OF COMMON INTEREST DEVELOPMENTS (United States
Internal Revenue Code § 528 and IRS Revenue Ruling 70-604) (California Revenue
& Taxation Code §§ 2188.3, 2188.5, 2188.6, 23701 and 23701t)
 
FILING CIVIL ACTIONS (Code of Civil Procedure §§ 336-339.5, 415.10, 415.20, 415.21, 425.15 and 425.16) 
 
CONSTRUCTION DEFECT LITIGATION (Civil Code §§ 895-945.5, 43.99 and 1134) 
 
CIVIL RIGHTS & DISCRIMINATION (Reasonable Accommodations Under The Fair Housing Act, Civil Code §§ 51-53, Government Code §§ 12955-12956.2 and Welfare & Institutions Code § 5115)
 
VEHICLE CODE REGULATIONS (Vehicle Code §§ 22658, 22658.1 and 22853)
MANAGER CERTIFICATION (Business and Professions Code §§ 11500-11506)
 
SIGNIFICANT JUDICIAL DECISIONS AFFECTING COMMON INTEREST
DEVELOPMENTS CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS, INC. (CACM)
 
SAMPLE MANAGEMENT RETAINER AGREEMENT
 
 
PARLIAMENTARY PROCEDURE
 
FORMS AND CHECKLISTS
 
MODEL ELECTION RULES
 
RESOURCE LIST
       Appendix
       Conversion
       Table
       Table of Statutes
       Index

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