BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1084
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 1084 (Adams)
          As Amended  September 1, 2009
          Majority vote
           
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          |ASSEMBLY:  |77-0 |(May 21, 2009)  |SENATE: |36-0 |(September 3,  |
          |           |     |                |        |     |2009)          |
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           Original Committee Reference:   L. GOV.  

           SUMMARY  :  Provides a time frame for notice relating to an  
          increase or change in fees levied under the Mitigation Fee Act  
          and establishes procedures for requesting an audit of those  
          fees.

           The Senate amendments  :

          1)Specify that a local agency is not required to conduct a  
            requested audit on a fee if an audit has been performed for  
            the same fee within the previous 12 months.

          2)State that to the extent the audit determines that the amount  
            of any fee or charge does not meet the requirements, the local  
            agency shall adjust the fee accordingly.

          3)Specify that the local agency shall retain an independent  
            auditor to conduct an audit only if the person who request the  
            audit deposits with the local agency the amount of the local  
            agency's reasonable estimated costs of the independent audit.

          4)Require, at the conclusion of the audit, the local agency to  
            reimburse unused sums, if any, or the requesting person pay  
            the local agency the excess of the actual cost of the audit  
            over the deposited amount. 

          5)Authorize a local agency to use electronic mail as a medium  
            for providing notice of a fee change.

          6)Reduce the time limits that a city, county, or city and county  
            cannot add additional requirements on a building permit after  
            a final map is recorded, from five years to three years after  
            the recordation, if the map is extended under using the new  
            subdivision map extension created in Government Code Section  








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            66452.22.  (This is declaratory of existing law.)

          7)Specify that maps extended under the new extension are not  
            prohibited from having a city, county, or city and county  
            impose a condition that requires the payment of a fee upon the  
            issuance of a building permit or after the issuance, including  
            fees related to the Mitigation Fee Act.  (This is declaratory  
            of existing law.)

          8)Make other technical changes.
           
          EXISTING LAW  :

          1)Authorizes a local agency to charge a variety of fees,  
            dedications, reservations, or other exactions in connection  
            with the approval of a development project, as defined.

          2)Provides, under the Mitigation Fee Act, that in any action  
            establishing, increasing, or imposing a fee as a condition of  
            approval of a development project by a local agency, the local  
            agency is required to determine how there is reasonable  
            relationship between the amount of the fee and the cost of  
            public facility or portion of the public facility attributable  
            to the development project on which the fee is imposed.

          3)States that prior to adopting an ordinance, resolution, or  
            other legislative enactment adopting a new fee or approving an  
            increase in an existing fee under the mitigation fee act, a  
            local agency shall hold a public hearing, at which oral or  
            written presentations can be made, as part of a regularly  
            scheduled meeting.

          4)Requires notice of the time and place of the meeting,  
            including a general explanation of the matter to be  
            considered, and shall be published in accordance with  
            established procedures.

          5)Authorizes any party to file a protest to attack, review, set  
            aside, void, or annul the imposition of any fees, dedications,  
            reservations, or other exactions on a development project by a  
            local agency pursuant to specified procedures within 180 days  
            after the delivery of a written notice by the local agency.

          6)Reduces the time limits that a city, county, or city and  
            county cannot add additional requirements on a building permit  








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            after a final map is recorded, from five years to three years  
            after the recordation, if the map is extended under using the  
            new subdivision map extension created in Government Code  
            Section 66452.22.  

          7)Specifies that maps extended under the new extension are not  
            prohibited from having a city, county, or city and county  
            impose a condition that requires the payment of a fee upon the  
            issuance of a building permit or after the issuance, including  
            fees related to the Mitigation Fee Act.  

           AS PASSED BY THE ASSEMBLY  , this bill:

          1)Required a local agency that is a city, county, or city and  
            county to mail notice of the time and place of the meeting  
            that will be held regarding adoption of a new fee or  
            increasing an existing fee under the mitigation fee act.

          2)Required that the mailing, which must be sent 14 days prior to  
            the hearing, include a general explanation of the matter to be  
            considered and a statement of the proposed costs.

          3)Provided that any written request for mailed notice is valid  
            for one year and the legislative body of the city, county, or  
            city and county may establish a reasonable annual charge for  
            sending these notices.

          4)Stated that at least 10 days prior to the meeting, a local  
            agency that is a city, county, or city and county shall make  
            available to the public the data indicating the amount of cost  
            or estimated cost, required to provide the public facilities  
            and the revenue sources anticipated to fund those public  
            facilities.

          5)Prohibited any new or increased fee adopted by a local agency  
            that is a city, county, or city and county from going in to  
            effect until 60 days after the final adoption, unless  
            otherwise provided in law.

          6)Stated that any person can request an audit in order to  
            determine whether any fee or charge levied by a local agency  
            that is a city, county, or city and county exceeds the amount  
            reasonably necessary to cover the cost of any product, public  
            facility, or service provided.









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          7)Specified that any costs incurred by a city, county, or city  
            and county by having an independent audit conducted may be  
            recovered from the person who requests the audit.

          8)Specified that the oversight of local agency fees is of  
            statewide concern, and therefore, this measure shall apply to  
            charter cities.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.

           COMMENTS  :  Fees and dedications are one-time exactions collected  
          from a developer as a condition of an approval being granted by  
          a local government.  Impact fees are used to finance the  
          construction or incremental cost of improvements to those public  
          facilities and services that the new development requires or  
          burdens.  Local agencies exact fees and dedications pursuant to  
          their police power to protect the health, safety, and welfare of  
          the public.  The police power allows cities and counties to act  
          in the interest of their unique community.  Under the police  
          power, local agencies may enforce all local police, sanitary,  
          and other ordinances and regulations not in conflict with  
          general laws of the state.  A land use regulation lies within  
          the police power if the purpose of the act reasonably relates to  
          the public welfare.

          Since the passage of Proposition 13 and other measures limiting  
          local agencies' general revenue sources, local agencies have  
          increasingly required development projects to bear their own  
          costs within the community, on the principle that development  
          should pay its full share of the additional burden it places on  
          public services and facilities.  The major issue involving  
          exactions is the reasonableness of the exaction in kind and  
          amount.

          In 1987, the California Legislature enacted the Mitigation Fee  
          Act.  The legislation was enacted in response to developer  
          concerns that local public agencies were requiring developers to  
          pay for infrastructure improvement costs that developers  
          contended should have been borne by the public as a whole.  The  
          Mitigation Fee Act closely regulates the adoption, levy,  
          collection of, and challenge to development fees imposed by  
          local public agencies.  It applies to both fees imposed on a  
          broad class of projects by legislation of general applicability  
          and fees imposed on a project-specific basis.  The Mitigation  








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          Fee Act applies to development impact fees imposed by local  
          agencies to finance all or part of the cost of public facilities  
          (e.g., streets, traffic signals, bridges and major  
          thoroughfares, drainage and flood control facilities, water and  
          sewer, and government buildings).

          Whenever establishing, imposing, or increasing a fee as a  
          condition of development, the local public agency must identify  
          the purpose of the fee and the use to which the fee will be put.  
           The public agency must also explain why there is a reasonable  
          relationship, or nexus, between the fee and the development on  
          which it is imposed.  Moreover, fees must not exceed the  
          estimated reasonable cost of providing the service for which the  
          fee was collected.
          According to the sponsor, the California Building Industry  
          Association, "many cities and counties have set their fees based  
          upon costs that existed at the height of the market for both  
          land and construction.  Over the last several years, land and  
          construction costs have declined substantially.  Since that  
          time, many local governments have not revisited those fee  
          calculations, possibly due to the costs associated with a  
          revision to their fee structure.

          This bill provides a time frame for notice relating to an  
          increase or change in fee levied under the Mitigation Fee Act  
          and establishes procedures for requesting an audit of those  
          fees.  According to the author the intent of this measure is to  
          ensure that development impact fees reflect the current cost to  
          cities and counties to construct those public facilities.

          This bill also makes technical changes to the provisions of law  
          added by AB 333 (Fuentes) [Chapter 18, Statutes of 2009]  
          regarding subdivision map act extensions. 

           
          Analysis Prepared by  :    Katie Kolitsos / L. GOV. / (916)  
          319-3958 


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