BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 303
                                                                  Page  1

          Date of Hearing:  July 3, 2007

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                             Anna Marie Caballero, Chair
                    SB 303 (Ducheny) - As Amended:  June 25, 2007

           SENATE VOTE  :  28-2
           
          SUBJECT  :  Local government:  land use planning.

           SUMMARY  :  Requires the housing element of the general plan to  
          identify land to accommodate a 10-year supply of housing,  
          requires local governments to zone for five years of housing  
          within one year of adopting the housing element, changes  
          requirements related to the conservation and open-space elements  
          of the general plan, and specifies that all other general plan  
          elements be updated every 10 years.  Specifically,  this bill  : 

          1)Requires the general plan and each of its elements, except the  
            housing element, to encompass a planning and projection period  
            of at least 20 years.

          2)Requires each general plan element to be updated as necessary  
            not less than every 10 years, except for the housing,  
            conservation, and open-space elements.

          3)Requires the conservation and open-space elements of the  
            general plan to be updated every five years.

          4)Specifies that nothing in the open-space element shall  
            preclude or constrain the locality from accommodating its  
            share of the regional housing need, including the requirements  
            to identify and make available adequate sites for housing.

          5)Requires every open-space element to include the following:

             a)   An inventory of open-space land, including any land  
               subject to a Williamson Act contract scheduled to expire in  
               the next 10-year period;

             b)   A statement of goals, policies, financial resources, and  
               scheduled programs for the acquisition, preservation, and  
               maintenance of open-space lands;

             c)   A program that sets forth actions the local government  








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               is undertaking to implement the policies and objectives of  
               the open-space element;

             d)   An analysis of the adequacy of open-space land for all  
               economic segments of the community, including those  
               traditionally underserved by open-space land and a specific  
               program for addressing inadequacies;

             e)   An analysis of the implementation and effectiveness of  
               the policies and standards for parks and recreation  
               facilities; and

             f)   An analysis of the implementation and effectiveness of  
               the schedule for developing park and recreation facilities.
          6)Specifies that for purposes of the analysis above, "open-space  
            land" means open space used for the managed production of  
            resources and open space for outdoor recreation.

          7)Requires cities and counties to make their zoning ordinances  
            consistent with the general plan by the next required update  
            of the housing element and maintain consistency thereafter.

          8)Specifies that in the case of residential land uses,  
            consistency means that the zoning allows development at the  
            density designated in the general plan without any additional  
            legislative or quasi-legislative land use approvals (e.g.  
            rezoning).

          9)Requires charter cities to comply with the zoning consistency  
            requirements.

          10)Requires each city and county to designate in the land use  
            element of the general plan sufficient land to accommodate the  
            jurisdiction's 10-year housing need.

          11)Requires each city and county to zone sites to accommodate  
            the jurisdiction's five-year housing need within one year of  
            adopting the housing element.

          12)Requires the housing element to identify actions that will be  
            taken to make sites available during the first year of the  
            planning period of the housing element to accommodate the  
            portion of the jurisdiction's share of the regional housing  
            need for each income level that can not be accommodated on  
            existing residentially zoned land.








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          13)Requires the jurisdiction to specify the date by which each  
            action will be implemented.

          14)States that if a city or county fails to take an action by  
            the specified date, a court can order the city or county to  
            perform the action within 60 days.

          15)Requires a city or county, within one year after the date of  
            revising the housing element, to submit written documentation  
            to the Department of Housing and Community Development (HCD)  
            regarding its actions to comply with the one-year zoning  
            requirement.

          16)Requires HCD to review the submittal and report its written  
            findings to the jurisdiction within 30 days. 

          17)Requires the city or county to prepare an environmental  
            impact report (EIR) in connection with the zoning of land to  
            meet the five-year housing need.

          18)Requires the EIR to address cumulative impacts, growth  
            inducing impacts, off-site impacts, and alternative sites.

          19)Specifies that local governments have two years to prepare  
            their housing elements after the council of governments (COG)  
            adopts the final regional housing needs allocation plan. 

          20)Requires local governments to submit a draft housing element  
            to HCD 60 days prior to the deadline for adopting the housing  
            element, and requires HCD to review the draft and report its  
            written findings within 60 days.

          21)Specifies that if HCD finds that the draft element does not  
            substantially comply with the law, the legislative body shall  
            take one of the following actions:

             a)   Change the draft element to substantially comply with  
               the requirements of the law in accordance with the findings  
               of HCD; or

             b)   Adopt the draft element without changes, provided that  
               the legislative body shall include in its resolution of  
               adoption written findings supported by substantial evidence  
               that explain the reasons the legislative body believes that  








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               the draft element substantially complies with the law  
               despite the findings of HCD.

          22)Requires each local government to adopt a final revised  
            housing element no later than one year after the deadline for  
            submitting the draft element to HCD.

          23)Requires a city or county to include in its housing element  
            quantified objectives (i.e. production estimates) for the  
            development, preservation, and rehabilitation of housing for  
            extremely low-, very low-, low-, and moderate-income  
            households and for special housing needs, as opposed to  
            housing in general as current law requires.

          24)Requires the quantified objectives to "establish," rather  
            than "estimate," the maximum number of housing units to be  
            constructed and rehabilitated for the listed income categories  
            over a five-year period.

          25)Provides that any permit or subdivision approval sought in  
            connection with a project that is consistent with the  
            designation and zoning on a site designated in the housing  
            element is subject to the Permit Streamlining Act.

          26)Prohibits a city or county from denying or reducing the  
            density on a project that is consistent with the designation  
            and zoning on a site designated in the housing element unless  
            it makes written findings that the project has a specific,  
            adverse impact upon the public health or safety and there is  
            no feasible method to satisfactorily mitigate or avoid the  
            adverse impact.

          27)Prohibits a city or county, except with the written findings  
            described above, from changing the zoning on a property  
            without the consent of the project applicant after a complete  
            application has been submitted that is consistent with the  
            designation and zoning on a site designated in the housing  
            element.

          28)Provides that if a court finds that a city or county has  
            failed to identify adequate sites or has failed to make the  
            findings related to the ability of each site to realistically  
            accommodate the allowed density, the court shall retain  
            jurisdiction and issue an order requiring compliance within  
            120 days or a lesser period if the court determines that a  








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            lesser period is appropriate.

          29)Requires jurisdictions, in identifying sites for housing, to  
            maximize opportunities for infill, redevelopment, and  
            brownfield sites for housing for all income levels.

          30)Requires sites identified to accommodate the need for  
            extremely low-, very low-, and low-income housing to allow  
            development at the Mullin densities.

          31)Requires that any sites rezoned after the housing element due  
            date to accommodate the need for extremely low-, very low- or  
            low-income housing permit the development of multifamily  
            housing by right.

          32)States that all deadlines within housing element law are  
            mandatory, not directory.

          33)Provides that nothing in the housing element requirements can  
            be interpreted to affect current law with respect to the  
            planning, use, or development of areas outside designated and  
            zoned housing sites, or to establish any presumption regarding  
            the appropriate designation or use of those sites.  

          34)Authorizes a property owner to bring an action requiring that  
            the zoning on the property be made consistent with the general  
            plan within 90 days after a decision by the legislative body  
            to deny a zoning application filed by the property owner to  
            bring the zoning ordinance into consistency with the general  
            plan.

          35)Specifies that if HCD finds that the jurisdiction failed to  
            substantially comply with the one-year zoning requirement, it  
            must notify the jurisdiction that its housing element does not  
            comply with the requirements of housing element law.  

          36)States legislative intent that HCD's findings and guidelines  
            be given substantial deference and weight by courts regarding  
            noncompliance with housing element requirements.

          37)Specifies that in the preparation of its housing element,  
            each city and county shall utilize, rather than consider,  
            HCD's housing element guidelines, as well as any interpretive  
            memorandum issued by HCD.









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          38)Specifies that a court's review of a housing element for  
            compliance with the law shall afford HCD's findings,  
            guidelines, and interpretive memoranda due deference.  

          39)Deletes a statement in existing law establishing that HCD's  
            housing element guidelines are advisory in nature.

          40)Defines "planning period" as the five-year period that begins  
            on that date that is two years after the date that the COG  
            adopts the final regional housing needs allocation plan.

          41)Defines "regional housing need" and "existing and projected  
            housing need" as the minimum amount of housing needed over the  
            next 10-year period.

          42)Appropriates $45,000,000 of the $90,000,000 in Proposition 84  
            for planning to establish a revolving loan fund to assist  
            cities and counties in funding the enhanced planning  
            environmental obligations established by the bill.

          43)Specifies that the Office of Planning and Research shall  
            administer the revolving loan fund.

          44)Specifies that cites and counties shall repay loans through  
            local building permit fees.

           

          EXISTING LAW  :

          1)Requires cities and counties to adopt a general plan that  
            contains seven mandatory elements:  land use, circulation,  
            housing, conservation, open space, noise, and safety.

          2)Requires the housing element of the general plan to identify  
            and analyze current and projected housing needs, make  
            demographic projections, assess housing inventories, identify  
            housing constraints, and establish community goals related to  
            housing for all income levels.

          3)Requires the housing element to include an inventory of land  
            suitable for residential development.

          4)Requires the housing element to include a program that sets  
            forth a five-year schedule of actions the local government is  








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            undertaking or intends to undertake to achieve the goals and  
            objectives of the housing element, including actions that will  
            be taken to make sites available during the planning period of  
            the general plan with appropriate zoning and development  
            standards and with services and facilities to accommodate the  
            share of the regional housing need for each income level that  
            could not be accommodated on sites identified in the inventory  
            of existing residentially zoned land. 

          5)Specifies that where the inventory of existing residentially  
            zoned sites is not adequate to accommodate the housing need at  
            all income levels, the program must identify sites that can be  
            developed for housing within the planning period.

          6)Specifies that where the inventory of existing residentially  
            zoned sites is not adequate to accommodate the need for  
            lower-income housing and farmworker housing, sites must be  
            made available to meet the unaccommodated need that are zoned  
            to allow multifamily housing and farmworker housing by right.

          7)Requires the housing element to be updated every five years,  
            but does not require a particular timeframe for any other  
            portion of the general plan.

          8)Requires, prior to each housing element revision, that each  
            COG, in conjunction with HCD, prepare a regional housing needs  
            assessment and allocate to each jurisdiction in the region its  
            fair share of the housing need for all income categories.   
            Where a COG does not exist, HCD determines the local share of  
            the region's housing need.

          9)Requires a city or county, to the extent that it does not have  
            adequate sites for affordable housing within its existing  
            inventory of residentially zoned land, to adopt a program to  
            rezone land to accommodate the need on sites that allow for  
            the development of housing as a use by right, meaning that the  
            local government may not require a conditional use permit,  
            planned unit development permit, or other discretionary review  
            or approval.

          10)Requires the housing element to provide for the following  
            income categories:

             a)   Extremely low-income (30% or lower of area median  
               income);








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             b)   Very low-income (50% or lower of area median income);

             c)   Lower-income (80% or lower of area median income);

             d)   Moderate-income (between 80% and 120% of area median  
               income); and

             e)   Above moderate-income (exceeding 120% area median  
               income).

          11)Requires cities and counties to adopt zoning ordinances  
            regulating, for example, the use of buildings, structures, and  
            land.

          12)Under the California Environmental Quality Act (CEQA),  
            requires lead agencies with the principal responsibility for  
            carrying out or approving a proposed discretionary project to  
            prepare a negative declaration, mitigated declaration, or  
            environmental impact report (EIR) for this action, unless the  
            project is exempt from CEQA.

          13)Under the Permit Streamlining Act (PSA), requires a lead  
            agency for a development project to approve or disapprove a  
            project within specified time periods (for example, 180 days  
            from the date the lead agency certifies an EIR (except 90 days  
            for a very low- or low-income housing project under certain  
            conditions), 60 days from the date of adopting a negative  
            declaration or determining that a project is exempt from  
            CEQA).

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, the increased demands on HCD relative to the new  
          housing element requirements will result in costs of up to  
          $400,000 and require three positions, including updates to  
          regulations and any necessary workshops and technical assistance  
          provided to local entities.  Additionally, SB 303 would have  
          unknown, potentially reimbursable costs to local governments. 

           COMMENTS  :   

          1)The Planning and Zoning Law requires cities and counties to  
            prepare and adopt a general plan to guide the future growth of  
            the community.  Every general plan must contain seven  
            elements: land use, circulation, housing, conservation,  








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            open-space, noise, and safety.  While the law requires cities  
            and counties to "prepare, periodically review, and revise, as  
            necessary" their general plans, there is no established  
            timeframe for doing so, except for the housing element.  The  
            lack of a mandatory timeframe recognizes the fact that cities  
            and counties have vastly differing local circumstances and  
            that local planning should be done on a schedule that meets  
            local needs.  

          2)Cities and counties must revise their housing elements every  
            five years, following a staggered statutory schedule.  Due to  
            various statutory extensions, housing element planning periods  
            have historically covered anywhere from five to eight years.   
            Before each revision, each community is assigned its fair  
            share of housing for each income category through the regional  
            housing needs assessment (RHNA) process.  A housing element  
            must identify and analyze existing and projected housing  
            needs, identify adequate sites with appropriate zoning to meet  
            its share of the RHNA, and ensure that regulatory systems  
            provide opportunities for, and do not unduly constrain,  
            housing development.  

          3)Under current law, cities and counties are required to  
            demonstrate that sites are adequate to accommodate housing for  
            each income group based on the zoning after taking into  
            consideration individual site factors such as property size,  
            existing uses, environmental constraints, and economic  
            constraints.  With respect to the zoning, density is used as a  
            proxy for affordability.  Jurisdictions may establish the  
            adequacy of a site for very low- or low-income housing by  
            demonstrating that the site realistically allows the densities  
            established in statute (commonly referred to as the "Mullin  
            densities") or by providing an analysis of how a lower density  
            can accommodate the need for affordable housing.  The  
            safe-harbor Mullin densities are 30 units per acre for  
            jurisdictions in metropolitan counties, 20 units per acre in  
            "suburban" jurisdictions, 15 units per acre in cities in  
            non-metropolitan counties, and 10 units per acre in  
            unincorporated areas in non-metropolitan counties.  

          4)To the extent that a community does not have adequate sites  
            within its existing inventory 
          of residentially zoned land, then the community must adopt a  
            program to rezone land at appropriate densities to accommodate  
            the community's housing need for all income groups during the  








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            planning period  With respect to sites rezoned to accommodate  
            its need for very low- and low-income housing, the new zoning  
            must allow multifamily residential use by right (i.e. without  
            discretionary review of individual projects other than design  
            review).   

          5)HCD reviews both draft and adopted housing elements to  
            determine whether or not they are in substantial compliance  
            with the law.  The rezonings that a city or county commits to  
            in its program generally occur throughout the planning period,  
            after the housing element is adopted and reviewed by HCD,

          6)SB 303 proposes major changes to housing element law.  The  
            bill still requires COGs to distribute the RHNA every five  
            years, but the allocation each city and county receives would  
            cover a 10-year period.  The local government would have to  
            identify sites in its land use element to accommodate the  
            10-year housing need, and would have to zone enough land  
            within the first year of the planning period to accommodate a  
            five-year housing need.  The intent is to make available a  
            greater supply of land for housing and to ensure that sites  
            are available at the beginning of each five-year housing  
            element cycle.  The RHNA process, however, is often very  
            contentious.  Because accommodating new housing, especially  
            affordable housing, is such a politically sensitive topic in  
            many communities and the allocation of housing need is a  
            zero-sum game, the pressure on the COGs is intense to allocate  
            the need to someone else.  It is unclear how increasing the  
            total number of housing units to be allocated will impact the  
            RHNA process.  It may make the process even more politically  
            contentious.

          7)The sponsors of SB 303, the California Major Builders Council,  
            state that the bill "has one goal:  achieve more housing at an  
            affordable price." They further state that "Current law  
            includes a big loophole-allowing cities and counties to defer  
            zoning sites until later in the planning period-sometimes  
            after the planning period ends.  This creates lack of  
            certainty and the inability to get sites designated for  
            housing zoned in a timely manner, thus creating an  
            unintentional transfer of housing obligations to other  
            communities.  It also creates poorer planning decisions and  
            less ability to protect natural resources.  Often, because no  
            EIR is done for the housing element adoption, there is lack of  
            adequate information about the natural conditions on the sites  








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            selected for housing.  This leads to poor housing site  
            designation and unnecessary conflict between housing and  
            environmental goals.  Better analysis up front will lead to  
            better planning, better site selection, and better  
            environmental protection."

          8)Writing in opposition to the bill, the Association of Monterey  
            Bay Area Governments states that "The effect of this bill will  
                                         be to undercut local and regional efforts to steer housing  
            development to infill areas.  We believe this proposal will  
            trigger significant sprawl, because-unlike the existing  
            housing element process-no time is provided to phase in the  
            availability of housing sites.  Furthermore, no time is  
            provided to address issues related to infill development, to  
            work with LAFCOs on annexation and sphere of influence  
            requirements, infrastructure, and other service issues closely  
            related to that development.  While this bill may be  
            well-intended, it applies a flawed approach that fails to  
            appreciate the spectrum of issues that affect land  
            availability.  Local governments do not need more state  
            mandates; they need more funding tools to assist with the  
            development of infrastructure in infill areas and the  
            production of affordable units."

          9)SB 303 asks local governments to zone land within the first  
            year of the housing element planning period to accommodate the  
            need for housing for the entire planning period.  Currently  
            these rezonings tend to take place throughout the planning  
            period.  While supporters call this a "loophole," there are  
            legitimate reasons why communities need to phase in their  
            zoning for housing.  Rezoning land can be a very  
            time-consuming and labor-intensive process, especially in  
            infill areas, where it is extremely difficult to predict which  
            parcels will become available during the planning period.   
            Asking local governments to complete rezonings for five years  
            worth of housing within one year may be asking them to do the  
            impossible, placing the state's record-high housing element  
            compliance rates in jeopardy and placing local governments at  
            risk of lawsuits.

          10)While SB 303 pays lip service to the importance of infill  
            development, the net effect of the one-year zoning requirement  
            may be to push more housing out into greenfield areas that are  
            easier to zone.  Knowing that more built-out cities will have  
            difficulty in complying with the zoning requirement, COGs will  








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            likely face tremendous pressure to allocate higher housing  
            numbers to communities with large tracts of undeveloped land.   


          11)SB 303's supporters place the blame for California's  
            continuing housing crisis squarely on a broken system of local  
            planning without acknowledging that market forces and other  
            factors may also play a role.  Many cities around the state  
            report that housing projects that have been approved are not  
            being built due to the recent downturn in the housing market.   
            This seems to fly in the face of the builders' argument that  
            if cities simply make land available, the housing will come  
            and speaks to the complexity of the issue.  It is unclear  
            whether making changes to only one piece of the housing  
            equation will result in a dramatic increase in housing  
            production.

          12)SB 303 additionally proposes changes to open-space element  
            law that drastically narrow the scope of that element.  In  
            current law, open space for purposes of the open-space element  
            is defined as including six categories of land:  open space  
            for the preservation of natural resources, open space used for  
            the managed production of resources, open space for outdoor  
            recreation, open space for public health and safety, open  
            space in support of the mission of military installations, and  
            open space for the protection of Native American historic,  
            cultural, and sacred sights.  SB 103 requires the open-space  
            element to include, among other things, an inventory of  
            open-space land; a statement of goals, policies, financials  
            resources, and programs for the preservation of open-space  
            lands; and a program that sets forth actions the local  
            government is undertaking to implement the policies and  
            objectives of the open-space element.  However, the bill  
            limits the definition of open space for these purposes only to  
            open space used for the managed production of resources (such  
            as agricultural land) and open space for outdoor recreation.   
            Thus, the open-space element would not have to consider  
            natural resource lands such as wildlife habitat, rivers,  
            streams, beaches, watershed lands, and more; open space for  
            public health and safety, such as earthquake fault zones,  
            flood plains, areas of high fire risk, and more; open space in  
            support of military installations such as buffer zones to  
            military activities and areas underlying restricted airspace;  
            and open space for the protection of Native American historic,  
            cultural, and sacred resources.








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          13)The cost to local governments of complying with the  
            provisions of SB 303 will likely be significant.  Currently,  
            most rezones are developer-driven and thus the developer pays  
            the cost of the CEQA analysis.  By requiring cities and  
            counties to do the rezonings up front, the cost of CEQA  
            compliance shifts to local governments.  Additional costs  
            include updating both the open-space and conservation elements  
            every five years; complying with additional new requirements  
            for the open-space element; and updating the land use, noise,  
            safety and circulation elements every 10 years.  Local  
            governments can charge fees to recover the costs of their  
            planning activities, but these fees rarely end up covering the  
            full amount.  

          14)SB 103 includes an appropriation of $45,000,000 from the  
            $90,000,000 made available in Proposition 84 for planning  
            grants and planning incentives to set up a revolving loan fund  
            to help local agencies to comply with the requirements of the  
            bill.  Cities and counties would repay the fund through the  
            fees they are authorized to charge.  Because these fees  
            generally do not cover the full costs, this loan fund would  
            eventually be depleted, assuming that cities and counties  
            would not have to pay back any amounts not collected through  
            fees.  The question of a longer-term funding strategy has yet  
            to be answered.  Additionally, it appears that the use of the  
            Proposition 84 funds for this purpose may not be consistent  
            with language in the bond, which states that money is for  
            planning that "is designed to promote water conservation,  
            reduce automobile use and fuel consumption, encourage greater  
            infill and compact development, protect natural resources and  
            agricultural lands, and revitalize urban and community  
            centers."

          15)Given the scope of changes proposed by SB 303 and the widely  
            differing viewpoints on what affect the bill will have, the  
            Committee may wish to strongly consider making this a two-year  
            bill.  While there may be some ability to reach a compromise  
            on some of the major policy issues, this will take time.  A  
            two-year solution buys time to continue negotiations on the  
            language while still ensuring that the bill remains within the  
            Committee's jurisdiction.  There is no rush to finish this  
            bill this year.  Most communities in the state are still  
            working on the fourth revision of their housing elements.  The  
            provisions of this bill would not come into play until the  








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            fifth revision cycle.  Why rush significant policy changes  
            when more time could result in better outcomes for the state?
           
          16)PROPOSED COMMITTEE AMENDMENTS  :

             a)   Require housing elements to be updated every seven years  
               rather than every five years.

             b)   Give local governments until the end of the third year  
               of the planning period to amend their zoning ordinances to  
               accommodate their seven-year housing need.  This will  
               ensures that sites are made available during the planning  
               period while still giving local governments adequate time  
               to complete all of the necessary rezonings.

             c)   Specify that in infill areas, local governments can  
               either rezone land for housing or impose an overlay zone  
               that allows housing.

             d)   Narrow the zoning requirement to apply only to cities  
               and counties that do not have a good track record of zoning  
               land for housing during the previous planning period.

             e)   Delete any changes to current law regarding the Mullin  
               densities.  

             f)   Delete all provisions of the bill dealing with the  
               open-space element.

             g)   Delete the requirement that the conservation element be  
               prepared every five years.

             h)   Delete the requirement that all other elements of the  
               general plan be updated every 10 years.

          17)This bill has been double-referred to the Housing and  
            Community Development Committee.  

           














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          REGISTERED SUPPORT / OPPOSITION :

           Support 
           
          CA Major Builders Council [SPONSOR]
          Access to Independence
          Alvarado and Associates, LLC
          Asian Law Alliance
          Bay Area Council
          Brehm Communities
          CA Association of Realtors
          CA Federation of Teachers
          CA Housing Consortium
          Delco Builders and Developers, Inc.
          Rancho de Los Encinos
          San Mateo County Hispanic Chamber of Commerce
          San Diego Regional Chamber of Commerce
          West Bay Housing Corp.

           Opposition 








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          Association of Bay Area Governments
          Association of Monterey Bay Area Governments
          CA League of Conservation Voters
          CA State Association of Counties
          Cities of Bakersfield, Bellflower, Burbank, Calistoga,  
          Camarillo, Cerrittos, Chino, Concord, Culver City, Diamond Bar,  
          Fairfield, Fontana, Laguna Hills, Lakewood, La Mirada, La  
          Quinta, Mill Valley, Moreno Valley, Napa, Novato, Pomona, Rancho  
          Cucamonga, Roseville, San Rafael, Sausalito, Soledad, Thousand  
          Oaks, Tiburon, Tustin, West Covina
          League of CA Cities
          Monterey County Mayors' Association
          Natural Resources Defense Council
          Planning and Conservation League
          Regional Council of Rural Counties
          Sierra Club
          Town of Windsor


           Analysis Prepared by  :    Anya Lawler / L. GOV. / (916) 319-3958