Morris, Deana vs. Sundance Residential HOA

Case Summary

Case ID 15F-H1515001-BFS
Agency DFBLS
Tribunal OAH
Decision Date 2015-06-23
Administrative Law Judge M. Douglas
Outcome no
Filing Fees Refunded $0.00
Civil Penalties $0.00

Parties & Counsel

Petitioner Deanna Morris Counsel
Respondent Sundance Residential HOA Counsel Mark Sahl

Alleged Violations

CC&Rs Article VII, Sections 7.01, 7.03, 7.04; Article 1, Sections 1.64, 1.65; Article II, Section 2.08; Article X, Section 10.16
N/A

Outcome Summary

The ALJ ordered that the petition be dismissed and the Respondent be deemed the prevailing party. The HOA was found to have properly approved the architectural changes, and the billing dispute was resolved prior to the hearing.

Why this result: Petitioner failed to prove by a preponderance of the evidence that Sundance violated its governing documents regarding the architectural approval, and the billing issue was moot.

Key Issues & Findings

Violation of CC&Rs regarding neighbor's gazebo and balcony

Petitioner alleged that the HOA improperly approved a neighbor's walkout balcony and gazebo, claiming the structures blocked views, violated privacy, and were not compliant with the CC&Rs or design guidelines.

Orders: Petition dismissed.

Filing fee: $0.00, Fee refunded: No

Disposition: respondent_win

Improper invoice charge

Petitioner alleged the HOA added an unexplained invoice for $1,076.00 to her quarterly bill.

Orders: Petition dismissed (Issue resolved: HOA removed the charge as an administrative error before hearing).

Filing fee: $0.00, Fee refunded: No

Disposition: resolved_prior_to_hearing

Decision Documents

15F-H1515001-BFS Decision – 446035.pdf

Uploaded 2026-01-27T21:11:20 (111.5 KB)

15F-H1515001-BFS Decision – 464029.pdf

Uploaded 2026-01-27T21:11:20 (49.6 KB)

**Case Summary: Deanna Morris v. Sundance Residential HOA**
**Case No. 15F-H1515001-BFS**

**Proceedings and Parties**
This administrative hearing was held on June 10, 2015, before the Arizona Office of Administrative Hearings regarding a petition filed by homeowner Deanna Morris (Petitioner) against Sundance Residential HOA (Respondent),. The Petitioner represented herself, while the Respondent was represented by counsel.

**Main Issues and Key Facts**
The dispute centered on the HOA’s approval of a walkout balcony and gazebo constructed on a property neighboring the Petitioner's residence.
* **Architectural Violations:** The Petitioner alleged the structures violated the Covenants, Conditions, and Restrictions (CC&Rs) regarding "harmony and compatibility," blocked her scenic views of the sunset, and were not completed within approved timeframes,,. She further argued the Architectural Committee used incorrect rules during the approval process and that the structures included unapproved, intrusive lighting,.
* **Billing Dispute:** The Petitioner contested an unexplained invoice for $1,076.00 added to her account.

**Key Arguments and Testimony**
* **Petitioner's Position:** Ms. Morris argued that the Committee failed to protect her property value and privacy. She claimed the neighbor's project deviated from approved plans and that the Committee should have utilized rules effective April 1, 2014, rather than the 2011 rules used,.
* **Respondent's Position:** The HOA denied the allegations, asserting the project complied with all governing documents,.
* **Witness Testimony:** The neighbor, Martha Duran, testified that she obtained necessary approvals from the HOA and the City of Buckeye and completed construction within the allowed period,. Committee member Willard Brunner testified that the Committee reviews plans for harmony and view impact but noted that neighbors do not possess "veto power" over approved projects,. He confirmed the structures were within community standards.
* **Billing Resolution:** The HOA’s community manager testified that the disputed $1,076.00 fee was an administrative error and had been removed from the Petitioner’s account prior to the hearing,.

**Legal Analysis and Findings**
The Administrative Law Judge (ALJ) applied the "preponderance of the evidence" standard, placing the burden of proof on the Petitioner,.
* **Compliance:** The ALJ found credible testimony established that the Committee properly reviewed the plans and that the "as-built" structures complied with the approved specifications and community standards,.
* **Governing Documents:** The ALJ cited Article VII of the CC&Rs, which authorizes the Committee to review plans for harmony and location, and noted that the Petitioner failed to prove the HOA violated these documents,.

**Outcome and Final Decision**
* **Hearing Decision:** The ALJ recommended that the petition be dismissed, ruling that Sundance Residential HOA was the prevailing party. The Petitioner failed to meet the burden of proof required to establish a violation of the CC&Rs.
* **Subsequent Action:** A rehearing was initially granted and scheduled for November 2, 2015. However, on October 29, 2015, the Department of Fire, Building and Life Safety rescinded the Order Granting Rehearing Request. Consequently, the Office of Administrative Hearings issued an order vacating the hearing and mooting all pending motions.

Case Participants

Petitioner Side

  • Deanna Morris (Petitioner)
    Sundance Residential HOA member
    Appeared on her own behalf; owner of residence in Sundance
  • Rod Fleishman (Witness)
    Co-owner of Petitioner's residence
    Testified regarding scenic view blockage

Respondent Side

  • Mark Sahl (Respondent Attorney)
    Carpenter, Hazlewood, Delgado & Bolen, PLC
    Represented Sundance Residential HOA
  • Martha Duran (Witness)
    Neighbor/Homeowner
    Testified regarding her construction of the gazebo/balcony at issue
  • Willard Brunner (Witness)
    Sundance Architectural Committee
    Member of the Committee; testified regarding approval process
  • Tom Campanella (Witness)
    Sundance Residential HOA
    Community Manager

Neutral Parties

  • M. Douglas (ALJ)
    Office of Administrative Hearings
    Presided over the hearing and issued the decision
  • Debra Blake (Agency Director)
    Department of Fire, Building and Life Safety
    Interim Director
  • Tammy L. Eigenheer (ALJ)
    Office of Administrative Hearings
    Signed Order Vacating Hearing in related docket 15F-H1515001-BFS-rhg
  • Joni Cage (Agency Staff)
    Department of Fire, Building and Life Safety
    CC'd on Order Vacating Hearing
  • Dawn Vandeberg (Administrative Staff)
    Office of Administrative Hearings
    Signed/Processed Order Vacating Hearing

Deanna Morris v. Sundance Residential HOA

Case Summary

Case ID 15F-H1515001-BFS
Agency DFBLS
Tribunal OAH
Decision Date 2015-06-23
Administrative Law Judge M. Douglas
Outcome no
Filing Fees Refunded $0.00
Civil Penalties $0.00

Parties & Counsel

Petitioner Deanna Morris Counsel
Respondent Sundance Residential HOA Counsel Mark Sahl

Alleged Violations

CC&Rs Article VII, Sections 7.01, 7.03, 7.04; Article 1, Sections 1.64, 1.65; Article II, Section 2.08; Article X, Section 10.16
N/A

Outcome Summary

The ALJ ordered that the petition be dismissed and the Respondent be deemed the prevailing party. The HOA was found to have properly approved the architectural changes, and the billing dispute was resolved prior to the hearing.

Why this result: Petitioner failed to prove by a preponderance of the evidence that Sundance violated its governing documents regarding the architectural approval, and the billing issue was moot.

Key Issues & Findings

Violation of CC&Rs regarding neighbor's gazebo and balcony

Petitioner alleged that the HOA improperly approved a neighbor's walkout balcony and gazebo, claiming the structures blocked views, violated privacy, and were not compliant with the CC&Rs or design guidelines.

Orders: Petition dismissed.

Filing fee: $0.00, Fee refunded: No

Disposition: respondent_win

Improper invoice charge

Petitioner alleged the HOA added an unexplained invoice for $1,076.00 to her quarterly bill.

Orders: Petition dismissed (Issue resolved: HOA removed the charge as an administrative error before hearing).

Filing fee: $0.00, Fee refunded: No

Disposition: resolved_prior_to_hearing

Winter, Alexander vs. Cortina Homeowners Association

Case Summary

Case ID 13F-H1314005-BFS
Agency DFBLS
Tribunal OAH
Decision Date 2014-04-17
Administrative Law Judge M. Douglas
Outcome no
Filing Fees Refunded $500.00
Civil Penalties $0.00

Parties & Counsel

Petitioner Alexander Winter Counsel
Respondent Cortina Homeowners Association Counsel Mark Sahl

Alleged Violations

A.R.S. § 33-1804(D); A.R.S. § 33-1248(D)

Outcome Summary

The ALJ dismissed the petition because the Petitioner provided insufficient evidence that the Board authorized payments in an executive session within the statutory timeframe (one year). Furthermore, the ALJ concluded that even if such a meeting occurred, matters relating to contractor compensation are permitted in closed executive sessions under A.R.S. § 33-1804(A)(4).

Why this result: Insufficient evidence of timing; subject matter (compensation) is exempt from open meeting laws.

Key Issues & Findings

Open Meeting Violation (Vendor Compensation)

Petitioner alleged the Board authorized a $50/hour fee for a management vendor in executive session, violating open meeting statutes.

Orders: Petition dismissed; Respondent deemed prevailing party.

Filing fee: $500.00, Fee refunded: No

Disposition: respondent_win

Cited:

  • A.R.S. § 33-1804(D)
  • A.R.S. § 33-1248(D)
  • A.R.S. § 33-1804(A)(4)
  • A.R.S. § 12-541

Decision Documents

13F-H1314005-BFS Decision – 385229.pdf

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13F-H1314005-BFS Decision – 391125.pdf

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13F-H1314005-BFS Decision – 395982.pdf

Uploaded 2026-01-25T15:29:31 (60.8 KB)

**Case Overview**
In the matter of *Alexander Winter v. Cortina Homeowners Association* (Case No. 13F-H1314005-BFS), the Arizona Office of Administrative Hearings adjudicated a dispute regarding compliance with open meeting laws. The hearing was conducted on March 6, 2014, before Administrative Law Judge (ALJ) M. Douglas.

**Key Facts and Allegations**
Petitioner Alexander Winter, a homeowner, filed a petition alleging that the Cortina Homeowners Association (Cortina) Board of Directors violated A.R.S. §§ 33-1804(D) and 33-1248(D). The core allegation was that the Board improperly authorized financial compensation increases for a vendor, Renaissance Community Partners (RCP), during a closed executive session rather than an open public meeting.

Specifically, Winter testified that the community manager informed him that the Board had authorized hourly fees—$50.00 for staff and $75.00 for the manager—to handle homeowner information requests. Winter claimed this authorization occurred during a June 2013 executive session. However, Winter admitted he was not present at the meeting, did not know if a quorum was present, and possessed no written evidence or minutes confirming the authorization occurred during the relevant timeframe.

**Legal Issues and Analysis**
The primary legal question was whether the Board was required to approve the vendor's fee increase in an open session. The ALJ analyzed the case based on the burden of proof and statutory exemptions for executive sessions.

* **Statutory Exemptions:** A.R.S. § 33-1804(A) generally requires HOA meetings to be open to members. However, A.R.S. § 33-1804(A)(4) specifically exempts matters relating to the "job performance of, compensation of… an individual employee of a contractor of the association".
* **Burden of Proof:** The Petitioner bore the burden of proving the violation by a preponderance of the evidence.

**Decision and Rationale**
The ALJ ruled in favor of the Respondent, dismissing the petition. The decision relied on two main conclusions:
1. **Lack of Evidence:** The Petitioner failed to provide sufficient evidence that the alleged executive meeting actually occurred within the one-year statute of limitations (September 2012 to September 2013). The ALJ noted that Winter relied on hearsay and lacked first-hand knowledge or documentation of the Board's actions.
2. **Legal Exemption:** The ALJ determined that even if the meeting had occurred as alleged, the subject matter—compensation for a contractor's employee—is expressly permitted to be discussed in a closed executive session under A.R.S. § 33-1804(A)(4). Therefore, the Petitioner failed to prove a violation of the open meeting statutes.

Case Participants

Petitioner Side

  • Alexander Winter (Petitioner)
    Cortina Homeowners Association (Member)
    Appeared on his own behalf

Respondent Side

  • Mark Sahl (attorney)
    Carpenter, Hazlewood, Delgado & Bolen, PLC; Shaw & Lines, LLC
    Represented Cortina Homeowners Association
  • Kevin Bishop (property manager)
    Renaissance Community Partners
    Manager mentioned in testimony regarding compensation
  • Mr. Shaw (attorney)
    Previous legal counsel for Cortina

Neutral Parties

  • M. Douglas (ALJ)
    Office of Administrative Hearings
  • Gene Palma (Agency Director)
    Department of Fire, Building and Life Safety
  • Joni Cage (Agency Staff)
    Department of Fire, Building and Life Safety
    c/o for Gene Palma
  • Cliff J. Vanell (Director)
    Office of Administrative Hearings
    Certified the decision
  • Rosella J. Rodriguez (Agency Staff)
    Office of Administrative Hearings
    Signed certification mailing