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RobertG12 (Arizona)
Posts: 160
Posted:
These two different sections are from the CC&Rs. Notice the parts that have to do with landscape issues.

First Section
“The Design Review Committee may adopt, amend and repeal architectural guidelines, standards and procedures to be used in rendering its decisions. Such guidelines, standards and procedures may include, without limitation, provisions regarding: (a) the size and height of Residences: (b) architectural design, with particular regard to the harmony of the design with the surrounding structures and typography; (c) placement of Residences and other buildings; (d) landscaping design, content and conformance with the character of the Property and permitted and prohibited plants; (e) requirements concerning exterior color schemes, exterior finishes and materials; (f) signage; (g) perimeter and screen wall design and appearance; (h) time periods for commencement and completion of any approved construction or modification; and (i) rules and regulations governing construction activities. Any adoption, amendment or repeal of the Design Guidelines after the Declarant no longer has the right to appoint the Design Review Committee must be approved by the Board.”

Second Section
“Each Lot Owner shall be responsible for maintaining, repairing and replacing the irrigation system and for the cost of irrigating the trees within the Tree-Line Area adjacent to the Owner’s Lot in accordance with standards established from time to time by the Association. If a tree dies, the Owner of the Lot must promptly replace the tree with a tree of the same specie and the replacement tree must be at least a 36” box tree.”

When I read the first section, I believe it says the Design Review Committee can make standards about how the landscape design is to be completed. However, when I read the second section I believe it says that for one particular area (called the Tree-Line Area) that if a tree dies it has to be replace with same type of tree and a certain size.

The question is can the Design Review Committee make a rule that changes the type of tree if there is reason to believe that tree type is poorly suited for the area (a mistake in landscape the first time around? Since both are from the CC&Rs wouldn’t an amendment to CC&Rs be required to allow someone to plant a different type of tree, even it was a much better choice?
EvaM1 (Florida)
Posts: 190
Posted:
The question is can the Design Review Committee make a rule that changes the type of tree if there is reason to believe that tree type is poorly suited for the area (a mistake in landscape the first time around? Since both are from the CC&Rs wouldn’t an amendment to CC&Rs be required to allow someone to plant a different type of tree, even it was a much better choice?
____

Good question. A tree is a living thing and probably died for a reason. We have palms dying here because of a fungus and no way can they be replaced with the same species. The fungus stays in the soil for years. Some trees – such as orange jasmines – are actually now prohibited because they hosting insect killing citrus trees. You could not replace them even if you wanted to. And, they are beautiful trees.

You need to determine why the tree died (lab test) or ask the Agriculture extension office if that tree is a good choice. If it is not a good choice, ask the committee the make an exception. Can they? Not sure. The provision, that the tree must be replaced with the same species is too restrictive and in my opinion quite narrow minded. An amendment may not be required if there is some ‘scientific’ evidence the tree cannot live there.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By RobertG12 on 06/02/2009 2:16 PM

The question is can the Design Review Committee make a rule that changes the type of tree if there is reason to believe that tree type is poorly suited for the area (a mistake in landscape the first time around? Since both are from the CC&Rs wouldn’t an amendment to CC&Rs be required to allow someone to plant a different type of tree, even it was a much better choice?

I would say, no.

Why?

Because the DRC can make rules that change architectural guidelines, which are different from CC&R specifications. So it doesn't appear to me that they are given the ability to alter CC&R specs, which the tree thing appears to be.

To me.

The easiest thing to do would be to create an amendment that gives them the authority to specify type and/or size of replacement trees in the Tree-Line Area (whatever that is).
KirkW1 (Texas)
Posts: 1,665
Posted:
My guess is that if someone were really fighting the situation then perhaps a court would indeed rule that the committee does not have authority to make such a change.

That being said, I would look to the following:
1) The Board agrees
2) There is a consensus among those who are active in the HOA (annual meeting perhaps)

If both of the groups agrees that the committee should take this on, then they ought to do it. Sometimes you just have to take the practical approach over the legalistic approach. One thing to keep in mind is that it is not likely that someone will actually file a suit against the HOA over this. At least not if the replacement is a good choice for the location.

The catch is that you may find some people then want a choice of what tree to replace the dead one with. Now if your like me, you would leave some choice with perhaps some guideline to ensure a variety because all the same is just not me.
RobertG12 (Arizona)
Posts: 160
Posted:
One minor thing that makes this messy, the name of the area is based upon the tree. For example, one section is called Maple Grove. If the maple tree is to be replaced by an Elm (with a very relaxed interpretation of the rules) then there is now a section called Maple Grove that really is a grove of Elms.

However, we may just have to live with what works.
DonnaS (Tennessee)
Posts: 5,671
Posted:

Robert,

Quoted from section 1--"Any adoption, amendment or repeal of the Design Guidelines after the Declarant no longer has the right to appoint the Design Review Committee must be approved by the Board.” ( APPROVED BY THE BOARD) is the key here.

Landscape is one of those issues that cannot have hard, cemented rules. Many initial landscape plans were done imperfectly and as the plants and trees mature, we find that they need to be altered and replaced. Diseases come into play and storms or droughts affect them. There has to be allowances for nature to tell us what works and what does not. (p.s. you won't be or should not be replacing elms for the maple. Totally different size and health problems.)
RobertG12 (Arizona)
Posts: 160
Posted:
Quote:
Posted By DonnaS on 06/03/2009 5:32 AM

Robert,

Quoted from section 1--"Any adoption, amendment or repeal of the Design Guidelines after the Declarant no longer has the right to appoint the Design Review Committee must be approved by the Board.” ( APPROVED BY THE BOARD) is the key here.


I would agree that any guideline must now be approved by the board. However, the type of tree is not a guideline, it is statement in the CC&Rs. To me, guidelines are all those details that clarify how the landscaping is done and what should be done when the CC&Rs don't specify, like what color of rock is required.

Had there not been the second section in the CC&Rs then this would not even be a question as the board could just change the guidelines.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Robert,

IMO, although the BOD may have the authority to "adopt, amend or repeal" the design guidelines, their action cannot be in conflict with the CCRs. With regard to your question asking whether the type of tree can be changed, IMO, the answer is "yes". The CCRs specificly state the Design Review Committee shall have the authority to determine which plants are permitted and prohibited and the CCRs say nothing about the specific type of plant only that the specified tree, or one of the same species, may be planted. Therefore, if the Design Review Committee felt maple trees would be better suited than Oak trees, they may amend the design guidelines to specify maple trees. Contrary to what you say, the type of tree would be considered a guideline (same as color of rock) and is NOT specified in the CCRs -- at least I didn't see it specified in the provisions you posted.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Mary, except that there exists a CC&R that covers a landscaped are (Tree-Line Area) over which any discretion or guideline is not allowed.

If these indeed are specific tree areas, so named, Maple Tree Grove, and Elm Tree City, and the CC&Rs state that only the same type of tree can be replaced in those specific areas, then that is not a "guideline" on plants, that is a specific CC&R designating what can and can't go there.

There is no discretion and the type of replanted tree cannot change, until an amendment is made to that section of the CC&Rs.

IMO.
RobertG12 (Arizona)
Posts: 160
Posted:
Quote:
Posted By MaryA1 on 06/03/2009 7:11 AM
Robert,

IMO, although the BOD may have the authority to "adopt, amend or repeal" the design guidelines, their action cannot be in conflict with the CCRs. With regard to your question asking whether the type of tree can be changed, IMO, the answer is "yes". The CCRs specificly state the Design Review Committee shall have the authority to determine which plants are permitted and prohibited and the CCRs say nothing about the specific type of plant only that the specified tree, or one of the same species, may be planted. Therefore, if the Design Review Committee felt maple trees would be better suited than Oak trees, they may amend the design guidelines to specify maple trees. Contrary to what you say, the type of tree would be considered a guideline (same as color of rock) and is NOT specified in the CCRs -- at least I didn't see it specified in the provisions you posted.

Mary, notice this part towards the end "must promptly replace the tree with a tree of the same specie and the replacement tree must be at least a 36” box tree."
MaryA1 (Arizona)
Posts: 7,043
Posted:
Michele,

I disagree. The provision of the CCRs states the Design Review Committee shall have the authority to adopt, amend or repeal guidelines for: " landscaping design, content and conformance with the character of the Property and permitted and prohibited plants;" The CCRs do not specify the type of tree only that the tree must be of the same species. Only the Design Review Guideline specify the type of tree and those guidelines can be "adopted, amended or repealed" by the BOD. IMO, only the design guidelines would have to amended to state a different specie of tree.
MicheleD (Kentucky)
Posts: 4,491
Posted:
But it does specify in the section dealing with Tree-Line Areas.

To me that's treating that "landscaping" as an entirely separate article.

So, here is another example of where two people can come to two differing interpretations of the same content.

And, since the board is also probably entitled to make a distinction for ambiguous areas on the CC&Rs, they can make a resolution declaring their interpretation to either coincide with your reading or mine.

RobertG12 (Arizona)
Posts: 160
Posted:
Quote:
Posted By MaryA1 on 06/03/2009 7:28 AM
Michele,

I disagree. The provision of the CCRs states the Design Review Committee shall have the authority to adopt, amend or repeal guidelines for: " landscaping design, content and conformance with the character of the Property and permitted and prohibited plants;" The CCRs do not specify the type of tree only that the tree must be of the same species. Only the Design Review Guideline specify the type of tree and those guidelines can be "adopted, amended or repealed" by the BOD. IMO, only the design guidelines would have to amended to state a different specie of tree.

Mary, help me understand your logic since others may have the same thoughts. Why wouldn't the second section of the CC&Rs be a clear definition of what is to be done specifically with the tree in a very specific area? Then anything else to do with landscaping would come under the guidelines.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Robert,

The second section of the CCRs only states that a replacement tree must be of the same species but it doesn't state what that species is. That info is contained in the design review guidelines. The CCRs set forth the topics that must be included in the design review doc (i.e., landscaping design) and the design review doc provides the specifics for each topic. Regarding the trees it states what type of tree can be planted. Frankly I believe this is the best way to do it because any changes to the design review doc can be made by the BOD, whereas any changes to the CCRs require a vote of the membership.
MicheleD (Kentucky)
Posts: 4,491
Posted:
No, Mary, it's not the same as the landscaping covenant. So it's not contained in the design review guidelines, it's contained in the CC&R by specifying the Tree-Line Area, and apparently, from the OP, Tree Line Areas have specific tree species in each one, Maple in one, etc etc.

The Tree-Line Area is a specific area with a specific function, and is specifically addressed is a separate covenant from the general one addressing the Design Review Committee. The "same" tree replacement requirement addresses a species of the Tree Line Area within which the tree died or was removed.

The Tree Line Area is not covered by the Design Review Committee and apparently it was "special" enough to deserve its own "section" in their CC&Rs.

It does not fall under the venue of the Design Review Committee, except as far as certain "standards" go from the Association. Notice not "guidelines," but standards specific to the Tree Line Areas.

So in effect homeowners have general landscaping that may or may not be controlled by Architectural guidelines, and separate "Tree Line Areas" that have specific replacement requirements.

Covered in two separate sections of their CC&Rs.

It would certainly be easier to handle it under the DRC, but it would be wrong. And were I a member of the association, if they tried to do that without an amendment, I would challenge it.

MaryA1 (Arizona)
Posts: 7,043
Posted:
Michele,

Agreed the "Tree-Line Area" is a specific area and, IMO, it comes under "landscaping" as outlined in Section 1. Section 2 refers to this area but it does not state what type trees shall be planted there. That would be specified in the "standards established from time to time by the Assn", or the Design Guidelines specified in Section 1. Now if the CCRs do not state what type tree shall be planted, but the design guidelines do, exactly what would you challenge if the BOD amended the guidelines to change the type of tree? The type of tree that is to be planted must be mentioned somewhere and it's not in the CCRs, so where else would (or should) it be?

BTW, from Websters: "guideline: a standard or principle by which to make a judgment or determine a policy or course of action" Note "standard".

Section 2, CCRs:“Each Lot Owner shall be responsible for maintaining, repairing and replacing the irrigation system and for the cost of irrigating the trees within the Tree-Line Area adjacent to the Owner’s Lot in accordance with standards established from time to time by the Association. If a tree dies, the Owner of the Lot must promptly replace the tree with a tree of the same specie and the replacement tree must be at least a 36” box tree.”
RobertG12 (Arizona)
Posts: 160
Posted:
Mary, however the trees came before or at least the same time as the CC&Rs. So if the original tree was a Maple, then the tree to be replaced must be the same (per second section). I would agree, that if the tree wasn't there in the first place, then the guidelines could say what it is. However, the original tree (and the original guideline) was a Maple. IMHO if you change the tree midstream, then it is not of the same specie.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Again, I detest splitting hairs on things like "guidelines" and "standards."

The point is that it's very clear (at least to me) that the intention of the CC&Rs was to separate the Tree Line Area under its own covenant.

That also means they specifically want the trees from the Tree Line Area to be replaced with the same species.

Any other trees NOT in the Tree Line Area can and will fall under the DRC guidelines, but not, repeat, not the trees in the Tree Line Area.

Coming to any other conclusion, in my opinion, is purposely circumventing the intent and specific language of the section.
AnnJ2 (Colorado)
Posts: 120
Posted:
We are all just interpreting what was provided so here is mine.

first Section states "Any adoption, amendment or repeal of the Design Guidelines after the Declarant no longer has the right to appoint the Design Review Committee must be approved by the Board". Has the Declarant turned over? If so the Design Guideline which includes the developers landscape plan presented to your city or county for approval at the intial construction can now be changed if the board so chooses in any way it so chooses.

second section states "If a tree dies, the Owner of the Lot must promptly replace the tree with a tree of the same specie and the replacement tree must be at least a 36” box tree.” To my mind and dealing with this regularly with bad landscape design as mentioned by others does not preclude the first statement. Second statement does not in any way state what the trees must be ie. Maple, Elm, Oak, Ash, only that if a tree in that "Tree-Line Area" dies it must be replaced with like kind and the standard for that replacement and maintenance shall be set by the board.

IMHO and how I would interpret this would be that the intent of the original design was to have tree lines of same specie tree or alternating trees or some other design based on specie height lets say. It was the vision of the original developer and landscape architect only and the second section is their attempt to retain their personal vision and stamp on and for the community and preference in trees. If there has been shown that say ash trees do not do well in a tree line for "any" reason and that tree-line consisted of 12 trees, the board could conceivably change that tree-line to be oaks and any replacement would neeed to be an oak. that is if the board wanted to maintain the same look and style of landscape as was originally invisioned by the developer and landscape architect.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Robert,

Are you saying that the species of tree is not stated in the Design guidelines either? Lets say the development is now 20 yrs old and the new board members have no idea what type tree was originally planted. Just because Maples are planted doesn't mean that was the original specie. IMO, the type of tree should be stated in either the CCRs (and we know that it's not there!) or the design guidelines. It needs to be written down somewhere, otherwise there would be no legal challenge to the species of tree and the design committee could allow whatever species of tree they so chose and wouldn't have to amend the guidelines. Are the design (architectural) guidelines a part of the CCRs or were they written later by the first design review committee?
MaryA1 (Arizona)
Posts: 7,043
Posted:
Michele,

I agree that it's clear that the CCRs specifically state the tree line trees can only be replaced by the same species tree. That doesn't mean those trees cannot fall under "landscaping" guidelines contained in the design (architectural) guidelines. However, the only thing concerning the tree line trees that would be outlined is the type tree that must be planted. IMO, the type of tree should be stated somewhere and since it's not stated in the CCR, then it should be in the design (architectural) guidelines. And, because the CCRs do not state what type of tree must be planted, the Design Review Committee has the auhority to amend that provision.

I don't like splitting hairs either, but it was you who said guidelines and standards are two different things.

But, I don't want to appear that I'm arguing with you Michele. Frankly, I enjoy hearing other opinions; I find it interesting to note how others think. And because of it, I've been known to change my opinion a time or two. However. on this one, I think we'll just have to agree to disagree. OK? :-
RobertG12 (Arizona)
Posts: 160
Posted:
Quote:
Posted By MaryA1 on 06/04/2009 6:16 AM
Robert,

Are you saying that the species of tree is not stated in the Design guidelines either? Lets say the development is now 20 yrs old and the new board members have no idea what type tree was originally planted. Just because Maples are planted doesn't mean that was the original specie. IMO, the type of tree should be stated in either the CCRs (and we know that it's not there!) or the design guidelines. It needs to be written down somewhere, otherwise there would be no legal challenge to the species of tree and the design committee could allow whatever species of tree they so chose and wouldn't have to amend the guidelines. Are the design (architectural) guidelines a part of the CCRs or were they written later by the first design review committee?

Some answers. The development is only about 5 years old. In the original landscape design guidelines created by the developer, there is a list trees for each section. As I stated, the reason each section has a specific tree is that it is the name of the section. Thus Maple was in the original guidelines specifically for the Maple Grove section. Did I miss anything?
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By MaryA1 on 06/04/2009 6:24 AM
Michele,

I don't like splitting hairs either, but it was you who said guidelines and standards are two different things.

I know! I did that, it was a toss away, so was meant just as much as a nudge to me, too. I didn't want to sidetrack on quibbling over semantics on that, so I should never have even brought it up.

Quote:
But, I don't want to appear that I'm arguing with you Michele. Frankly, I enjoy hearing other opinions; I find it interesting to note how others think. And because of it, I've been known to change my opinion a time or two. However. on this one, I think we'll just have to agree to disagree. OK? :-

I complete agree, we're not arguing, we're simply disagreeing.

Sometimes people can have only marginal disagreements. But in this case the disagreement is 180-degrees apart. (Trust me, my husband and I have more than a handful of those type!)

I believe that the Tree Line Areas trees are specific in that there are different Tree Line Areas throughout the development, and they have specific trees within their areas (Maple Tree Tree Line Area, Oak Tree Tree Line Area, et al). As a result then the CC&Rs are perfectly okay saying that they must be replaced with the same species that exist in that Tree Line Area, without having to enumerate each and every one that exists. It would be redundant to list each variety or species when all that's really needed is to say that they must be replaced by the same type.

To me it's very clear that the two sections address landscaping as general landscaping and the Tree Line Area as a separate special area. The DRC, in my opinion, cannot override the requirement in the CC&R that specifies what the replacement must be. To make that change, in my opinion, would require a CC&R amendment.

It would seem to me that the board and the DRC might be able to make a very persuasive argument to the residents as to why the change/amendment should be made, and I cannot imagine, that being the case, that the community would not vote for the amendment. But I would really put up a huge fight if the board tried to dismiss or work around the CC&R with just a board vote. To me, the CC&R section on Tree Line Area requirements is not in the least bit ambiguous and making changes to it without a legitimate amendment would be over-reaching.

MaryA1 (Arizona)
Posts: 7,043
Posted:
Michele,

They say, "there's proof in the pudding" and Robert has just provided proof to justify my position. He wrote: "In the original landscape design guidelines created by the developer, there is a list trees for each section." So now we know the type of trees that must be planted is stated in the landscape design guidelines meaning the design review comm can amend them as they so desire. IMO, the CCRs would not need to be amended to change the species of tree for a particular section because the species is not stated in the CCRs. An amendment to the CCRs would only be needed if the requirements stated in the CCRs were being changed, i.e., the size of the tree (24" box instead of 36"box), who is resp for irrigation of area, etc.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By MaryA1 on 06/04/2009 7:21 AM
Michele,

They say, "there's proof in the pudding" and Robert has just provided proof to justify my position. He wrote: "In the original landscape design guidelines created by the developer, there is a list trees for each section." So now we know the type of trees that must be planted is stated in the landscape design guidelines meaning the design review comm can amend them as they so desire. IMO, the CCRs would not need to be amended to change the species of tree for a particular section because the species is not stated in the CCRs. An amendment to the CCRs would only be needed if the requirements stated in the CCRs were being changed, i.e., the size of the tree (24" box instead of 36"box), who is resp for irrigation of area, etc.

No, I still respectfully disagree.

I still firmly contend that the CC&R on that section would need to be amended to allow the DRC to change the species of the tree.

The section was very clear.

Guess this is where we leave it!

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