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DavidL44 (California)
Posts: 6
Posted:
Anyone ever dealt in California with an HOA Board constantly calling for "Executive Sessions" to discuss matters away from the homeowner membership? CA law allows for Executive Session Board Meetings for Member Discipline which is generally considered to be a discipline matter against a specific homeowner which is private in CA. Now the Board wants to have talks about whether to enforce or not enforce Parking and Architectural Guideline Rules and CC & Rs. Thus hiding that discussion from the Community via a Board Special Session- Member Discipline. Any thoughts? And yes 1 Board Member is in clear violation of the rules (parking) and under CA law should be conflicted out of the discussion and vote but the Board President and Management Company are getting around this 'conflict' by refusing to ever issue that Board Member a parking violation notice.
AugustinD
Posts: 3,698
Posted:
This site explains what a California HOA Board can and cannot discuss in executive session:

https://www.davis-stirling.com/HOME/E/Executive-Session-Meetings

If the Board is not complying with statutes, its covenants, or its bylaws, you can ask for Internal Dispute Resolution (bearing in mind the enemies you may make):

https://www.davis-stirling.com/HOME/I/Internal-Dispute-Resolution
DavidL44 (California)
Posts: 6
Posted:
AugustinD- thank you for taking the time to answer. The issue is that I am very well versed with Davis-sterling. The Statute simple lists ā€œmember disciplineā€. Most commentary indicates that would concern an actual member being disciplined for a rule infraction which is not the case here. The issue is the Board trying to get out of enforcing Operating Rules/CC&Rs by holding a rule enforcement discussion under the caption of ā€œmember discipline ā€œ. I do not have access to Lexis-Nexus and was curious if anyone had direct knowledge of California case law defining just what ā€˜member discipline’ included.
AugustinD
Posts: 3,698
Posted:
DavidL44,

-- I doubt there's any case law that defines "member discipline" in the context of California Civil Code 4935, https://www.davis-stirling.com/HOME/Statutes/Civil-Code-4935.

-- I agree that section 4935 is clear that "member discipline" refers to disciplining a particular member. Just keep in mind that attorneys are paid all the time to argue the ridiculous.

-- As I noted, the appropriate first response by you to this apparent violation of Civil Code 4935 is IDR. In any IDR request you make, simply cite section 4935's specific words and make your argument using logic. If the Board digs in on its position, then from your command of Davis-Stirling.com I think you know the next step to take.
KerryL1 (California)
Posts: 14,550
Posted:
Say, David, you wrote the Board will hold a "Board Special Session- Member Discipline." This title doesn't say it's an executive session. So I'm curious to know why you think it is. Now, if is IS an executive session that must be stated on the agenda which must be posted 2 days ahead of an executive session for Owners to see.

See your Bylaws for "special meetings of the Board." These are held now & then when a board wants a thorough discussion of a particular topic. They ARE open meetings. Visit Davis-stirling.com and look up board meetings to understand the differences among different kinds of meetings.

If this really IS an executive session, you are correct. This apparent discussion is of policy and not any individual disciplinary matter and must be discussed in an open meeting of the Board.

Btw, the director whom you say is in violation wouldn't recuse themself from an open discussion about the rules, ARC requirements or CC&Rs. Since you're familiar with Davis-StIrling, you know that the board cannot change any CC&R without owners voting to approve he amendment.

also not that alleged violators must be invited inter to a hearing in excessive session too pled their case. And it's the Board that decides whether to fine the alleged violator or not. The Board prez & PM do not have that authority in CA.

DavidL44 (California)
Posts: 6
Posted:
Kerry- it is on the Executive Session Agenda. I am on the Board. I am a retired litigator. It has been properly distributed as a single "Member Discipline" issue on an otherwise empty agenda for a special Executive Session of the Board put together by the President and Management Company. I'm trying to put an end to the refusal of the Board to stop hiding everything from the membership. The developer hired management company (developer just left the development) is working overtime to hide and excuse their lack of enforcement for 3 years during the build and the Board President tries to classify every topic possible under an Executive Session Meeting thus General Board meetings last 20 minutes while Executive Sessions last 2-3 hours. The HOA attorney is tied to the management company and loves to stretch the definition of "Executive Session" and his interest lies in protecting the Management Company. Just looking for a definition of "Member Discipline" in CA (case law). Figured it would be a long shot if someone knew of one but took the shot. The local law libraries around here still have limited access du to covid so not an easy find for me (normally a 2 second endeavor with Lexus-Nexus or even doing it by hand via Shepards).

The Board Member in violation hasn't recused because they are not in violation. Well they are. But the Management Company refuses to serve the violation notice.

.
AugustinD
Posts: 3,698
Posted:
Quote:
Posted By DavidL44 on 02/19/2022 1:42 PM
The local law libraries around here still have limited access du to covid so not an easy find for me (normally a 2 second endeavor with Lexus-Nexus or even doing it by hand via Shepards).
Ten seconds on casetext.com. About seven appeals court decisions nationwide use the phrase "member discipline" and "executive session". Some of these are in California. None look like they have anything useful.

Search
https://law.justia.com/cases/california/supreme-court/
and
https://law.justia.com/cases/california/court-of-appeal/

as well. I am coming up empty handed.

The better search is probably for civil code section 4935. I still come up empty-handed.

Mostly though:

The experience at this forum is that, as long as the other side is using an attorney who will argue whatever he wants (or is commanded to argue) right up until you file suit, then an owner's or director's appeal to the law and reason will often fail. It's a mistake to think any precedent you pull up will be the magic words or psychology to undo the will of the herd.

Best approach if one does not want to move: Get like-minded people to win a majority of seats on the board. It's labor-intensive. Often this only remedies things for awhile.

AugustinD
Posts: 3,698
Posted:
Quote:
Posted By DavidL44 on 02/18/2022 6:20 PM
The Statute simple lists ā€œmember disciplineā€.
No it does not. This section of Civil Code 4935 would persuade a reasonable person that "member discipline" pertains to an actual incident where a specific person has been accused:

(b) The board shall adjourn to, or meet solely in, executive session to discuss member discipline, if requested by the member who is the subject of the discussion. That member shall be entitled to attend the executive session.

But again, you are not dealing with reasonable people. Worse, the majority is using a prostitute for an attorney and not a real attorney.

DavidL44 (California)
Posts: 6
Posted:
AugustinD- Thank you. Now, the bigger question is what and hell was I reading (and misreading)? Going back to the CA Code . Thank you!
DavidL44 (California)
Posts: 6
Posted:
Ok, I think the conflict is 4935 (a) which lists all the elements of Executive sessions...and it states (a)...... contracts with third parties, member discipline, personnel matters, or to meet with a member, upon the members request, regarding the member's payment.....

section (b) deals with adjourning to, or meet solely in, executive session to discuss member discipline, if requested by the member....

Not yet sure how comfortable I feel in arguing (b) controls (a). I wouldn't want discuss Member Discipline in an Open Meeting when the member had remained silent on the issue and had not demanded a closed executive session. Obviously if the Member wanted it discussed in an Open session he/she would have the right....

The HOA attorney clearly feels the 2 sections are not related. I'm not so sure but looking for a nice case on point, which I'm probably not going find.
KerryL1 (California)
Posts: 14,550
Posted:
David, see the Davis-stirling.com discussion on member discipline in executive session, this attorney write that most HOA do hold hearing in executive session for a variety of reason.

But member discipline clearly means of individual members of the association. It does NOT mean a discussion about what rules, etc. to enforce and how.

back in '06 our membership voted out a highly secretive board that managed to put so many items in executive session that it was disgusting. Some others & I were elected and for the next 10 years, we held meetings properly and openly. THEN, 2 attorneys got on the Board and many agenda items were transformed into "Contracts in Formation." Or "personnel maters," even though committee, members, e.g., are NOT personnel. I became outnumbered. I urged the board to stop the secrecy. And they made a couple of harmful decisions. I didn't seek re-election for '19 and gathered likeminded owners so that we could, with honest, careful campaigning, and did defeat 3 (of 7) of the secretive directors to start in '20. A 4th, outnumbered, resigned.

This also is what Augustin advises above: "Best approach if one does not want to move: Get like-minded people to win a majority of seats on the board. It's labor-intensive..."

Do not waste your time trying to find case law to support your contention that a discussion & possible vote about member discipline POLICY is NOT appropriate for executive session in CA, and in most states.

What size is your HOA & Board, David? Do you have any allies on the Board?

Btw, why is this Board so secretive? How is the HOA attorney "tied to" the MC?

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