Opinion

Wittenburg v. Beachwalk Homeowners Ass'n

  • 217 Cal. App. 4th 654
  • 158 Cal. Rptr. 3d 508
  • 2013 Cal. App. LEXIS 512
  • 2013 WL 3210811
Court
California Court of Appeal
Filed
Jun 26, 2013
Status
Published
Author
Ikola
On the bench
Ikola
Cited by
19 cases
Authority
More cited than 80.3%

The opinion

Filed 6/26/13

CERTIFIED FOR PUBLICATION

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FOURTH APPELLATE DISTRICT

DIVISION THREE

PAUL WITTENBERG et al.,

Plaintiffs and Appellants, G046891

v. (Super. Ct. No. 30-2011-00507078)

BEACHWALK HOMEOWNERS OPINION

ASSOCIATION,

Defendant and Respondent.

Appeal from a judgment of the Superior Court of Orange County, Thierry

Patrick Colaw, Judge. Reversed.

Schiffer & Buus, Eric M. Schiffer and William L. Buus for Plaintiffs and

Appellants.

Adams Kessler, Mary E. Gram, Aide C. Ontiveros and Adrian J. Adams for

Defendant and Respondent.

* * *

Defendant Beachwalk Homeowners Association (association) held an

election to amend its bylaws. Plaintiffs Paul Wittenburg and Raymond Dukellis filed suit

to void the result of the election, claiming the association‟s board of directors (the board)

1

failed to comply with Civil Code section 1363.03, subdivisions (a)(1) and (a)(2).

Subdivision (a)(1) governs the use of “association media,” such as a newsletter or Web

site, during a campaign. If an association permits any “candidate or member” to advocate

a point of view using association media, the association must give members with

opposing viewpoints equal access to the same media. Subdivision (a)(2) requires an

association to permit free access to common areas for purposes reasonably related to an

election. After a bench trial, the court entered judgment for the association, finding it

violated neither subdivision.

Plaintiffs contend the court erred in three ways. First, they claim the court

erroneously interpreted subdivision (a)(1) as containing an exception permitting the board

of directors to advocate a point of view using association media without triggering the

equal-access requirement. Second, plaintiffs claim the court erroneously found certain

communications, from the board, were merely informational rather than advocacy under

subdivision (a)(1). Third, plaintiffs claim there is no substantial evidence supporting the

court‟s finding that the association did not violate subdivision (a)(2) during the campaign.

We agree on all three counts and reverse the judgment.

1

All statutory references are to the Civil Code. References to “subdivision

(a)(1)” and “subdivision (a)(2)” are to section 1363.03.

2

FACTS

Plaintiffs are individual homeowners and members of the association. The

association is governed by a seven-member board of directors who must be members of

the association to serve and are elected by a vote of the members of the association.

The present conflict stems from paragraph nine of the association‟s

Covenants, Conditions and Restrictions (CC&R‟s), which states, “no alterations,

additions, or improvements, in connection with the common areas of the PRD [Planned

Residential Development] shall be made at a cost of more than one thousand dollars

($1,000.00) without the approval of at least two-thirds (2/3) of the voting owners . . . .”

In October of 2010 plaintiffs sued the association, claiming the association had removed

one pool, and were threatening to remove two more, without obtaining the two-thirds

vote required by paragraph nine of the CC&R‟s. In November of 2010, the court granted

a preliminary injunction preventing the removal of any more pools without obtaining the

two-thirds vote required under paragraph nine. We refer to that lawsuit as the “pool

litigation.”

Rather than obtain a two-thirds vote to remove the pools, the board

instituted a series of elections to amend paragraph nine of the CC&R‟s to increase the

dollar threshold for requiring a vote, and to reduce the number of votes required to

approve expenditures. In November of 2010 the board sent a ballot and cover letter to

the homeowners announcing an election to be held in December 2010. The cover letter,

which was drafted by board members who supported the amendment, described

paragraph nine of the CC&Rs as “over broad, ambiguous, and open to interpretation on

many levels.” The board warned, “As long as this subsection of the CC&R‟s remains in

force, there will be disputes about what constitutes an alteration or an improvement.

Additionally, obtaining two-thirds voter approval of every project over $1000 will

gridlock our operations and drive up our costs through constant ballots and legal

3

expenses.” Accordingly, the board proposed the following revision to paragraph nine:

“The Association shall maintain the common areas and Association-owned assets, except

as otherwise provided in the CC&Rs. The spending for operational, maintenance, and

repair expenses shall be limited by Section 1366 . . . . Moreover, the Board of Directors

may not make capital improvements to the common areas in any one fiscal year in excess

of two and one-half percent (2.5%) of the Association‟s budgeted gross expenses for that

2

year without the approval of a majority of the membership.” The letter praised this

alternative as more flexible and reasonable, while still “a workable method of fiscal

restraint.” The letter concluded by warning, “If we don‟t take action now to resolve the

situation with the CC&Rs, the Association is destined to become further mired in conflict

and expensive litigation.” As one board member at trial commented, the letter “is making

a strong case” in favor of the amendment and agreed it was “encouraging them to vote

yes on Amendment 8.”

Accompanying the letter was a one-page attachment containing a section

entitled “Case for amending the CC&Rs,” and another section entitled “Case against

amending the CC&Rs.” The document was written by board members who supported the

amendment. The board did not ask any opposing members for written input for the “Case

against,” but did listen to their arguments at homeowner forums and attempted to

incorporate those arguments. The board specifically decided not to include any

opposition material.

The board‟s proposal generated significant interest in the community.

Fliers circulated throughout the community on almost a weekly basis.

Shortly after the board sent out the election materials, a homeowner

requested use of the “rental side” of the clubhouse to put on a “town hall meeting” to

support other candidates for the board of directors who had a different view than the view

2 The parties refer to this as the “8th Amendment” because it would be the

eighth amendment to the CC&R‟s. For clarity, we simply refer to it as the “amendment.”

4

expressed by the current board regarding the amendment. The association‟s clubhouse is

divided between one side available for free and another available for rental. The rentals

are handled through the community manager and generally rental requests do not come

before the board. The homeowner tendered a check to the community manager for $200

representing the cleaning deposit, believing he did not have to pay the usual $90 rental

fee under subdivision (a)(2). Two days later, however, the community manager called

the homeowner and stated the board had rejected the request to use the clubhouse for

free. Accordingly, the homeowner paid the additional $90 fee. At trial one of the board

members in support of the amendment testified the homeowner request never came

before the board because it went through the community manager, but also acknowledged

the board should have given the homeowner a refund.

In order to pass outright under the CC&R‟s, the amendment required a yes

vote from 75 percent of the members of the association. The board‟s aim, however, was

more modest: a yes vote from 50 percent of the members, which would allow the board

to file a petition to have the CC&R‟s amended under section 1356, subdivision (c)(4). To

achieve 50 percent, the board needed 227 yes votes. The December 2010 election fell

short of that, garnering 188 yes votes, which amounted to 64 percent of the votes that

were cast, but not 50 percent of the total number of association members.

The board scheduled another election for April of 2011. In February of

2011 the board sent ballots and voting materials to all of the members. Included with

those materials was a two-page letter regarding the amendment that was nearly identical

to the letter sent in connection with the prior election, as well as the same summary of the

cases for and against the amendment. The proposed amendment underwent one change:

for expenses that would require a vote under the amendment, instead of requiring a 50

percent vote as before, the revised amendment would require a 55 percent vote in favor of

the expenditure.

5

The association had a newsletter that went to all members on a monthly

basis. The board exclusively drafted all of the content of the newsletter. In the February

2011 issue of the newsletter, the board included a section entitled “Update on the

Proposed 8th Amendment to the Beachwalk CCRs,” which listed a number of arguments

in support of the amendment. For example, it asked, “Why is this so important and why

does the proposed amendment benefit the community?” It answered by claiming

paragraph nine was ambiguous, the proposed alternative was more modern and adaptable,

and the amendment would help resolve the pool litigation. It also asked, “What will

happen if the 8th amendment does not receive 227 yes votes?” It then listed several

consequences, including the lawsuit regarding the pools would “drag on, generating huge

legal bills,” any homeowner “with the will and financial resources to sue the” association

would do so on the basis of paragraph nine, the association‟s insurance rates would go

up, otherwise willing homeowners would stop volunteering their time to the association,

and operating costs would increase. As a result, the board promised to continue holding

elections until the measure passed: “Therefore, we will be asking homeowners to vote on

this issue again on the March ballot. And if we cannot get 227 yes votes in March, there

will be another ballot on the same issue shortly thereafter.” The article concluded with an

exhortation to the members to vote yes on the amendment: “Vote YES on the proposed

8th amendment to our CCRs so we can put our money to use on physically improving

Beachwalk.” One of the board members who was in favor of the amendment testified

this article was encouraging the homeowners to vote yes. Nonboard members were not

invited to provide opposing viewpoints in the newsletter.

Shortly thereafter, a homeowner opposed to the amendment asked to write

a response to the board‟s newsletter article to be published in the March 2011 issue of the

newsletter. The board refused the request because only board members were permitted to

publish articles in the newsletter.

6

At around the same time another homeowner opposed to the amendment

requested use of a common area called the “greenbelt” for purposes of a political rally.

The request was denied. The community manager explained by e-mail he was unable to

obtain unanimous consent from the board, which was required for an action without

meeting (which was necessary because no board meeting was scheduled between when

the application was filed and the requested date for the rally). The homeowner replied

with an angry e-mail decrying a violation of his rights under section 1363.03. The

manager‟s only response was to say he would pass the homeowner‟s concerns on to the

board, and he invited the homeowner to resubmit his request at the next regularly

scheduled board meeting where a simple majority could approve his request, which was

eight days after the date of the proposed political rally. The board members were

concerned the homeowner had requested the greenbelt for the entire day, had requested

the use of clubhouse tables and chairs, and had not specified the number of people that

would attend. But there was no evidence those concerns were expressed to the

homeowner, nor was the homeowner told he could resubmit the request with additional

details or modifications and be approved prior to the date he had requested.

The association also had a glass-enclosed community bulletin board, which

was controlled by the board. The newsletter was posted on the bulletin board, but

nonboard members were not permitted to post materials to the bulletin board.

The board also maintained an association Web site. In March of 2011, the

board added an update to the pool litigation on the Web site. The update concluded with

another exhortation to vote yes on the amendment: “Members are encouraged to vote yes

for the 8th Amendment so that the litigation can be resolved expeditiously.” That update

was present on the Web site at least through September of 2011. The board would not

have allowed nonboard members to post material on the association Web site, nor were

members invited to.

7

Subsequently, in the April 2011 issue of the newsletter, the board included

a similar insert describing the ongoing pool litigation and encouraging members to vote

in favor of the amendment: “Members are encouraged to vote yes for the 8th

Amendment so that the litigation can be resolved expeditiously.”

The April 2011 election likewise failed to receive 227 yes votes, falling

short at 219 yes votes.

Shortly thereafter the board scheduled another election regarding the

amendment for August 2011. In July the board sent out ballot materials together with a

similar cover letter encouraging members to vote yes on the amendment. This time the

letter added, “This issue has already gone before the homeowners on two occasions

(December 2010 and April 2011). In both cases, the majority of those members who cast

ballots voted to amend the CC&Rs; however, neither ballot received the necessary 227

yes votes. Although the [association] is filing a petition with the courts anyway, it is

entirely possible the petition will not succeed without the 227 yes votes. Therefore, we

must continue to conduct ballots (at a cost of approximately $5000 per ballot) until we

can obtain 227 yes votes, or the courts accept the argument that the Beachwalk

community suffers from irredeemable voter apathy.”

No opposing homeowners asked to publish articles in the newsletter after

the August 2011 election was announced, though two board members in favor of the

amendment testified they would have refused such requests. As one of the board

members stated, “I believe the policy is one of evenhandedness, no articles for the pro

side and no articles for the con side.”

The deadline for returning the ballots was August 15, 2011. On that day,

however, the board had not received the ballots of 75 percent of the membership, which

was the minimum required to pass the amendment under the CC&R‟s, so the board

extended voting one week. The amendment ultimately received 258 votes in favor, and

105 against.

8

Having crossed the 227 vote threshold, the association petitioned the court

to amend the CC&R‟s. Afterwards, plaintiffs filed the underlying complaint to invalidate

the results of the August 2011 election.

Plaintiffs alleged the association violated subdivision (a)(1) by permitting

board members to advocate their point of view using association media (thereby

triggering the equal-access clause), and then refusing to permit opposing members to

utilize the same media to express their point of view. Plaintiffs also claimed they were

denied free access to common areas as required by subdivision (a)(2).

After a three day bench trial, the court issued its judgment and statement of

decision finding in favor of the association.

First, the court held the association had adopted election rules in 2007 in

compliance with section 1363.03. This was based on uncontested evidence showing the

association adopted rules in 2007 essentially mirroring the language of section 1363.03.

Plaintiffs do not challenge that finding on appeal.

Second, the court held the equal-access requirement of subdivision (a)(1)

inapplicable: “The plain language of the statute makes a clear distinction between

„candidates or members‟ advocating a point of view and the „association.‟ The statute

provides by implication that the association, a non-profit corporation which acts through

its board [citations], can endorse a candidate or point of view, but mandates that if a

candidate or member is given access to the association‟s media then all candidates and

members advocating a point of view „including those not endorsed by the board‟ must be

given equal access. The weight of the evidence presented establishes that the board

authorized and issued the newsletter information in the „Breeze‟, the pre-election Website

information, and the cover letter and other attachments to the ballot materials for the

August 22, 2011 election. The court finds that Association, acting through its legally

9

constituted board, used its own media to provide information related to the election and

3

this did not trigger the provisions of [subdivision ](a)(1).”

Third, the court held there was no violation of subdivision (a)(2): “There

was no persuasive evidence produced to prove that there was any violation of

[subdivision ](a)(2) regarding free access to common areas. The weight of the evidence

presented establishes that Association allowed access to common area meeting space in

Clubhouse #1, in the greenbelt area, and in other open common area space during the

campaign for the August 2011 election, at no cost, to all members advocating a point of

view, including those not endorsed by the board, for purposes reasonably related to the

August 22, 2011 election.” Plaintiffs timely appealed.

DISCUSSION

The Davis-Stirling Common Interest Development Act (the Act)

(§ 1350 et seq.) governs homeowner associations. The Act “consolidated the statutory

law governing condominiums and other common interest developments . . . . [Citation.]

Common interest developments are required to be managed by a homeowners association

[citation], defined as „a nonprofit corporation or unincorporated association created for

the purpose of managing a common interest development‟ [citation], which homeowners

are generally mandated to join [citation].” (Villa De Las Palmas Homeowners Assn. v.

Terifaj (2004) 33 Cal.4th 73, 81, fn. omitted; see also That v. Alders Maintenance Assn.

(2012) 206 Cal.App.4th 1419, 1425-1426.)

3

The court also stated, “There was no credible evidence that any member of

the Association changed his/her vote because of any information contained in any of the

Association‟s media or ballot materials.” Both parties agree, however, that this is not a

relevant consideration. Thus we do not address it.

10

Section 1363.03 governs certain election procedures. The two subdivisions

relevant to this appeal are subdivisions (a)(1) and (a)(2). Those subdivisions provide,

“(a) An association shall adopt rules . . . that do all of the following: [¶] (1) Ensure that

if any candidate or member advocating a point of view is provided access to association

media, newsletters, or Internet Web sites during a campaign, for purposes that are

reasonably related to that election, equal access shall be provided to all candidates and

members advocating a point of view, including those not endorsed by the board, for

purposes that are reasonably related to the election. . . . [¶] (2) Ensure access to the

common area meeting space, if any exists, during a campaign, at no cost, to all

candidates, including those who are not incumbents, and to all members advocating a

point of view, including those not endorsed by the board, for purposes reasonably related

to the election.”

Section 1363.09, subdivision (a) creates a right of action for a violation of

subdivisions (a)(1) and (a)(2). If a court finds they were violated, it may void the election

results or impose civil penalties.

The Court Erred in its Interpretation of Subdivision (a)(1)

Plaintiffs first contend the court erred in interpreting subdivision (a)(1). In

particular, plaintiffs contend the court‟s board-member exception to the equal-access

provision violates both the text and policy of subdivision (a)(1). We review the court‟s

statutory interpretation de novo (Corrales v. Corrales (2011) 198 Cal.App.4th 221, 226),

and we agree the court erred.

The court concluded the board is immune from the equal-access provision.

The court reasoned that subdivision (a)(1) does not apply to an association‟s use of its

own media to endorse a candidate or viewpoint. But the text of subdivision (a)(1) does

not support the court‟s interpretation. The equal-access provision of subdivision (a)(1) is

triggered any time a “member” advocates a point of view using association media. It is

11

undisputed the board members in this case were — indeed had to be — members of the

association. Thus, to the extent board members advocated their point of view in

association media, whether expressing a personal viewpoint, or the collective viewpoint

shared by a majority of the board members, the text of the equal-access provision

straightforwardly applies.

The statutory text further undermines the court‟s interpretation by stating

equal access must be granted to members advocating a point of view “including those not

endorsed by the board.” (subd. (a)(1).) This provision demonstrates the Legislature‟s

particular concern that viewpoints opposing the board be heard. The court‟s

interpretation turns that concern on its head and ensures the board can utilize association

media to the exclusion of viewpoints “not endorsed by the board.” As plaintiffs state in

their brief, “If the Court created [a board-member exception], it would allow those in

power the advantage of using Association media to advocate a point of view to the

exclusion of any opposing view. Such a construction would only further empower those

individuals already in power, and would weaken those individuals not in power. Not

only would such a construction be fundamentally unfair, but it would facilitate rather than

cure the evils intended to be remedied by the statute.” We agree and hold board members

are treated as any other member for purposes of subdivision (a)(1).4

The association argues, “Common sense dictates that a part of effectively

fulfilling the duties owed by the Association includes providing recommendations to

members about managing the property, protecting the Association‟s financial well-being,

4 Plaintiffs filed a motion for judicial notice of the Senate bill analysis of

Senate Bill 61, which was the bill that introduced subdivisions (a)(1) and (a)(2). (Sen.

Bill No. 61 (2005-2006 Reg. Sess.).) A motion for judicial notice of published legislative

history, such as the Senate Analysis here, is unnecessary. (Quelimane Co. v. Stewart

Title Guaranty Co. (1998) 19 Cal.4th 26, 45-46, fn. 9.) “Citation to the material is

sufficient. [Citation.] We therefore consider the request for judicial notice as a citation

to those materials that are published.” (Id. at p. 46, fn. 9.)

12

and explaining the basis of Board recommendations.” We have no doubt this is so, and

nothing about our holding precludes a board from fulfilling that duty. We hold only, that

under subdivision (a)(1), while in the midst of an election, the board must either give

equal access to opposing viewpoints, or forego the use of association media to advocate

its viewpoint.

The Board Engaged in Advocacy

The court further concluded the board‟s various communications were

merely informational, and not advocacy: “The weight of the evidence presented

establishes that the board authorized and issued the newsletter information in the

„Breeze‟, the pre-election Website information, and the cover letter and other attachments

to the ballot materials for the August 22, 2011 election. The court finds that [the]

Association, acting through its legally constituted board, used its own media to provide

information related to the election and this did not trigger the provisions of” subdivision

(a)(1). (Italics added.) The court erred.

We are not aware of any cases, nor have the parties cited any, interpreting

the term “advocating” as used in subdivision (a)(1). “We begin with the language of the

statute. If the text is sufficiently clear to offer conclusive evidence of the statute‟s

meaning, we need look no further. [Citation.] If it is susceptible of multiple

interpretations, however, we will divine the statute‟s meaning by turning to a variety of

extrinsic sources, including the legislative history [citation], the nature of the overall

statutory scheme [citation], and consideration of the sorts of problems the Legislature

was attempting to solve when it enacted the statute [citation].” (Clayworth v. Pfizer, Inc.

(2010) 49 Cal.4th 758, 770.)

Black‟s Law Dictionary defines “advocacy” as “[t]he act of pleading for or

actively supporting a cause or proposal.” (Black‟s Law Dict. (7th ed. 1999) p. 55, col. 2.)

13

And the verb “advocate” is commonly defined to mean “to plead in favor of.” (Merriam-

Webster‟s Collegiate Dict. (10th ed. 2001) p. 18, col. 1.)

This plain English definition, which we adopt, is consistent with the overall

nature and purposes of section 1363.03. Subdivision (a)(1) was part of a bill that sought

to “provide substantial new voting protections” to members of homeowner associations

designed to “guarantee that basic democratic principles are in place during elections,”

which had previously been “contaminated by manipulation, oppression and intimidation

of members, as well as outright fraud.” (Assem. Com. on Judiciary, Analysis of Sen. Bill

No. 61 (2005-2006 Reg. Sess.) as amended Apr. 12, 2005.) It is thus remedial in nature.

“A statute which „is remedial in nature and in the public interest is to be liberally

construed to the end of fostering its objectives . . . . „The rule of law in the construction of

remedial statutes requires great liberality, and wherever the meaning is doubtful, it must

be so construed as to extend the remedy.‟‟” (People ex rel. Dept. of Transportation v.

Muller (1984) 36 Cal.3d 263, 269.) The definition above is sufficiently broad to ensure

one side of a debate cannot monopolize the use of association media.5

5

The parties debate whether we should interpret “advocating” as

synonymous with “campaigning” as that term is used in the line of cases holding a public

entity may not use public funds for “campaigning.” (See, e.g., Stanson v. Mott (1976) 17

Cal.3d 206; Vargas v. City of Salinas (2009) 46 Cal.4th 1.) The Stanson line of cases

make a distinction between “campaigning” and “informational” activity. The analogous

issue in homeowner association election, i.e. the use of association funds, is governed by

section 1363.04, which prohibits the use of association funds “for campaign purposes in

connection with any association board election [or] for campaign purposes in connection

with any other association election except to the extent necessary to comply with duties

of the association imposed by law.” (Id., subd. (a).) But this case is not about the

prohibited use of association funds. It is only about the equal access rules found in

subdivisions (a)(1) and (a)(2) — rules triggered by “advocacy,” not “campaigning.”

Thus there is no need to distinguish (or not) between “campaigning” and “informational”

activity. It is enough for our purposes to interpret the word “advocacy” and determine

under that definition whether the board engaged in “advocacy.”

14

With the proper definition of advocacy in mind, we reject the court‟s

conclusion that the board‟s communications were purely informational and thus not

advocacy. Both the association Web site and newsletter contained the statement,

“Members are encouraged to vote yes for the 8th Amendment so that the litigation can be

resolved expeditiously.” This plainly amounts to advocacy within the meaning of

subdivision (a)(1). The cover letter that was sent with each of the election ballot

materials, described in detail in the facts section above, likewise advocated for the

amendment‟s passage. One board member at trial described those letters as “making a

strong case” in favor of the amendment and “encouraging them to vote yes on

Amendment 8.” Our review of those materials confirms that description.

Having engaged in advocacy, under subdivision (a)(1) the association was

bound to permit other members equal access to association media. The undisputed

evidence shows the association failed its duty. On at least one occasion the board

outright refused to publish an article in the newsletter opposing an advocacy article the

board had published. And though the association nominally enacted rules parroting the

language of section 1363.03, it was undisputed at trial that the board‟s policy was to not

permit homeowners to publish advocacy pieces in the newsletter or the association

website, nor to permit homeowners access to the association bulletin board.

Accordingly, the association violated subdivision (a)(1).

For the guidance of the court, we note, contrary to the apparent assumption

of the parties and the court during trial, a violation of subdivision (a)(1) does not

automatically void the election results. Section 1363.09, subdivision (a), provides,

“Upon a finding that the election procedures of this article . . . were not followed, a court

may void any results of the election.” (Italics added.) “Ordinarily, the word „may‟

connotes a discretionary or permissive act; the word „shall‟ connotes a mandatory or

directory duty.” (Woodbury v. Brown-Dempsey (2003) 108 Cal.App.4th 421, 433.) The

legislative history confirms that usage here. An earlier version of the Assembly bill that

15

ultimately added subdivison (a)(1) read, “Upon a finding that the election procedures of

this section . . . were not followed, a court shall void the results of the election.” (Assem.

Bill No. 1098 (2005-2006 Reg. Sess.) as amended Apr. 11, 2005 § 1, italics added.) We

conclude the change from “shall” to “may” was intended to grant the court discretion.

The Association Violated Subdivision (a)(2)

Subdivision (a)(2) requires the association to give members free access to

common areas “during a campaign” for purposes reasonably related to the election. The

court held “[t]here was no persuasive evidence produced to prove that there was any

violation of [subdivision ](a)(2) regarding free access to common areas” and that the

association “allowed access to common area[s] for the August 2011 election, at no cost,

to all members advocating a point of view, including those not endorsed by the board, for

purposes reasonably related to the August 22, 2011 election.” Under the unique

circumstances of this case, the court erred by too narrowly defining the “campaign” as

related solely to the association activities immediately preceding the August 22, 2011

election.

Plaintiffs presented evidence of two instances in which the association

allegedly violated this subdivision.

In the first alleged violation, a homeowner attempted to reserve the rental

side of the clubhouse at no cost to hold a town hall meeting in connection with the

December 2010 election, but the community manager told him the board had rejected the

request to use the clubhouse for free. Accordingly, the homeowner paid a $90 fee. At

trial one board member testified the homeowner request never came before the board

because it went through the manager, but also acknowledged she eventually became

aware of it and admitted the board should have given the homeowner a refund. The only

disputed aspect of this evidence is whether the board explicitly rejected the homeowner‟s

request or whether the community manager did so independently.

16

In our view, that dispute makes no difference. The community manager

was hired by the association to handle clubhouse reservations on behalf of the

association. Regardless of whether this request came before the board, the fact remains

that the homeowner requested the free use of a common area for purposes reasonably

related to the election, but was denied and told to pay a fee instead. Assuming this event

is properly considered a part of the “campaign,” the court‟s comment that there was no

“persuasive” evidence is unavailing in this context because the evidence is, in relevant

part, undisputed.

The second alleged violation occurred when, before the April 2011

election, a homeowner requested the use of a common area known as the “greenbelt” for

purposes of a political rally. The request was denied in writing without explanation,

other than to invite him to resubmit the request at the next regularly scheduled board

meeting, which was eight days after the requested date of the political rally. The board

members had concerns that the homeowner had requested the greenbelt for the entire day,

rather than a specific time period, and had not specified the number of people that would

attend. There was no substantial evidence, however, that such concerns had been

expressed to the homeowner, nor was the homeowner told he could resubmit the request

with additional details or modifications and be approved prior to the date he had

requested. His request was simply denied. Again, assuming this event occurred as part

of the “campaign,” the association‟s legal obligation under subdivision (a)(2) was to

“[e]nsure access to the common area meeting space . . . to all members advocating a point

of view . . . for purposes reasonably related to the election.” The board did not fulfill its

obligation.

The association does not contest that these events occurred. Instead, it

argues they are irrelevant because they occurred in connection with the December 2010

and April 2011 elections, not the August 2011 election, which is the election plaintiffs

challenge. The premise underlying the association‟s argument is that a violation is only

17

relevant to a single election, after which the association is absolved of any wrongdoing

for purposes of future elections.

Subdivision (a)(2) does not explicitly address whether a particular violation

may apply to multiple elections in circumstances such as those present here. It simply

states access must be granted to common areas “during a campaign . . . for purposes

reasonably related to the election.” The issue, therefore, is whether the “campaign” in

this case encompassed all three elections or restarted after each election.

As a practical matter, most campaigns will correspond to a single election.

In the unique circumstances of this case, however, we hold the campaign to pass the

amendment did encompass the December 2010, April 2011, and August 2011 elections.

This case is unique because the board threatened to, and did, hold multiple elections in

short succession until the amendment passed. Shortly after the December 2010 election

failed, the board sent a message to the homeowners in the newsletter articulating

arguments in favor of the amendment and stating, “Therefore, we will be asking

homeowners to vote on this issue again on the March ballot. And if we cannot get 227

yes votes in March, there will be another ballot on the same issue shortly thereafter.”

They did not receive the required votes in the next election, so, true to their word, the

board held another election and issued a similar warning: “This issue has already gone

before the homeowners on two occasions (December 2010 and April 2011). . . .

Although the [association] is filing a petition with the courts anyway, it is entirely

possible the petition will not succeed without the 227 yes votes. Therefore, we must

continue to conduct ballots (at a cost of approximately $5000 per ballot) until we can

obtain 227 yes votes, or the courts accept the argument that the Beachwalk community

suffers from irredeemable voter apathy.” (Italics added.) The board itself, therefore, tied

the two prior elections to the August 2011 election and threatened to continue holding

elections until the Amendment garnered sufficient votes. Under these circumstances, we

hold the “campaign” encompassed all three elections.

18

As noted above, however, we do not hold the court must void the August

2011 results, only that the violations of subdivision (a)(2) described above are relevant

and should be considered in deciding whether to void the results of the August 2011

election.

DISPOSITION

The judgment is reversed. Plaintiffs shall recover their costs incurred on

appeal.

IKOLA, J.

WE CONCUR:

O‟LEARY, P. J.

RYLAARSDAM, J.

19

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.