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COMMUNITY NEWS | SUN LAKES LIFESTYLES | APRIL 2015 | 51 PROPOSED RULE CHANGE NOTIFICATION 15-001: The Board reviewed the following proposed amendment, to the Sun Lakes Country Club Homeowners Association General Statement of Rules and Regulations (revised Feb. 2, 2015 edition), that appear on the Association's website (sunlakescc.com) and are available in the administration office, at its Feb. 19, 2015 Open Session Meeting. The Board will vote upon the proposed amendment at its May 21, 2015 Open Session Meeting, following publication in the April, 2015 edition of Lifestyles. If the Board votes in favor of the proposed rule change it would go into effect May 31, 2015. Notice informing the members of the approval would be posted in the main, north and south clubhouses, in agreement with Civil Code § 4045. Purpose: The purpose of the rule is to encourage resident to complete the age verification survey as requested by HUD and the HOPA Act. Effect: The effect of the rule change could potentially make the federally required age survey an easier process and allow the Association to expedite the verification requirement. Members are REQUIRED to participate. The proposed rules pertaining to Age Certification are listed below in bold, italic and underlined text. Sun Lakes Country Club Homeowners Association is classified as a "Senior Adult Residential Community". That means that each residence must be occupied by at least one (1) resident fifty-five (55) years of age or older. Sun Lakes Country Club Homeowners Association is allowed to have this designation by the federal government under the "Housing for Older Persons Act of 1995" (HOPA), which is overseen by the Department of Housing and Urban Development (HUD). To maintain the right to exclude people on the basis of their age, HUD requires that "Senior Adult Residential Communities" meet the following criteria: 1. At least 80% of the occupied units must be occupied by at least one person 55 years of age or older; 2. The association must publish and follow policies that demonstrate an intent by the association to provide housing for persons 55 years of age or older; and 3. The association must comply with age verification procedures designed to ensure compliance with 55+ requirements. To meet age verification requirements, the following documents are deemed "reliable" by HUD: birth certificate, driver's license, passport, immigration card, military ID, and any other local, state, federal or international documentation so long as the document contains information regarding the age of the person. HUD also considers self-certification through an affidavit as a reliable form of verification. An affidavit is a sworn statement under penalty of perjury by an adult member of the household that at least one occupant is 55 years of age or older. To meet HOPA and HUD requirements, Sun Lakes Country Club Homeowners Association mails an age verification form to homeowners in the community every two (2) years. Homeowners are required to completely fill out the age verification form and return it within the designated timeframe. Due to the importance of Sun Lakes Country Club Homeowners Association retaining this "senior" designation, failure to complete and return the age verification form could result in the duly administered sanctions including, but not limited to, suspension of amenity/voting privileges and/or monetary fines. PROPOSED RULE CHANGE NOTIFICATION 15-002 The Board reviewed the following proposed amendment, to the Sun Lakes Country Club Homeowners Association General Statement of Rules and Regulations (revised Feb. 2, 2015 edition), that appear on the Association's website (sunlakescc.com) and are available in the administration office, at its Feb. 19 Open Session Meeting. The Board will vote upon the proposed amendment at its May 21 Open Session Meeting, following publication in the April, 2015 edition of Lifestyles. If the Board votes in favor of the proposed rule change it would go into effect May 31. Notice informing the members of the approval would be posted in the main, north and south clubhouses, in agreement with Civil Code § 4045. Purpose and Effect of Proposed Rule Changes: The purpose of the proposed rule changes are to improve the Association's enforcement of the senior citizen residency restriction at Sun Lakes and improve the Association's ability to determine whether residents under 55 years of age are eligible to reside in Sun Lakes in accordance with the provisions of California Civil Code Section 51.11. The effect of the rule change will be the inclusion of the language set forth below in the Association's rules; the required submission of additional forms, as referenced therein, for persons who seek to reside in Sun Lakes as Permitted Healthcare Residents or Qualified Permanent Residents; and requiring reporting by homeowners and lessees within 10 days of their Permitted Healthcare Residents or Qualified Permanent Residents moving out. (A copy of the forms used by the Association is available upon request at the Association's administrative office.) Revise Article II - "Age Limitation and Guest Policy" (set forth in the General Statement of the Rules and Regulations, last revised Feb. 2, 2015 – see pg. 6) to add the following: (The proposed rules pertaining to Age Certification are listed below in bold, italic and underlined text.) SENIOR, PERMITTED HEALTHCARE RESIDENT/QUALIFIED PERMANENT RESIDENT VERIFICATION REQUIRED Every occupant of a residential property in the Sun Lakes Country Club Homeowners Association must complete an Age Verification Form to certify his or her eligibility to reside in this senior community. All residents must attach a proof of age (copy of driver's license, birth certificate, passport, etc.) Occupancy must be re-verified at least every two years in accordance with HUD regulations. In addition to completing the Age Verification Form, every occupant who is or seeks the status of a Permitted Healthcare Resident or Qualified Permanent Resident, as defined in Civil Code Section 51.11, must complete the Qualified Permanent Resident Verification Form and/or the appropriate Physician's Certificate, as applicable. Because of turnover among Permitted Healthcare Residents and Qualified Permanent Residents and their movement from/to residences outside the Association or from one Sun Lakes Country Club residence to another, accurate recordkeeping requires updated information more frequently than once every two years. Accurately identifying persons eligible for exemption from the senior residency restriction, for gate entry and access via the Association's private streets and identifying the homeowners responsible for the conduct of these residents within the community require at least annual updating. A new Qualified Permanent Resident Verification Form and/or Physician's Certificate must be submitted annually, including when the biennial (every other year) HUD census is conducted. Homeowners and lessees must notify the Association in writing within 10 days of a Permitted Healthcare Resident or Qualified Permanent Resident moving out of their home. Rule Change Re. HUD/HOPA Age Certification Rule Change to Age Verification Policy

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