BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 667
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          ASSEMBLY THIRD READING
          AB 667 (Roger Hernández)
          As Amended  May 20, 2013
          Majority vote 

           LOCAL GOVERNMENT    5-4         APPROPRIATIONS      11-5        
           
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          |Ayes:|Alejo, Bradford, Gordon,  |Ayes:|Gatto, Bocanegra,         |
          |     |Mullin, Frazier           |     |Bradford,                 |
          |     |                          |     |Ian Calderon, Campos,     |
          |     |                          |     |Eggman, Gomez, Ammiano,   |
          |     |                          |     |Pan, Quirk, Weber         |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Achadjian, Levine,        |Nays:|Harkey, Bigelow,          |
          |     |Melendez, Waldron         |     |Donnelly, Linder, Wagner  |
           ----------------------------------------------------------------- 

           SUMMARY  :  Requires a local agency to do an economic impact  
          report prior to permitting the construction or alteration of a  
          superstore in an economic assistance area, as defined, and  
          requires the local agency to make a finding that the superstore  
          will not adversely affect the economic welfare of the impact  
          area, based on that report.  Specifically,  this bill  :  

          1)Defines the following terms:

             a)   "Economic assistance areas" means existing economic  
               development areas, that may be amended from time to time by  
               the Legislature, including an enterprise zone, a local  
               agency military base recovery area, a manufacturing  
               incentive area, a targeted tax area, or a redevelopment  
               area identified by any successor agency to a former  
               redevelopment agency, as specified;

             b)   "Financial assistance" includes, but is not limited to,  
               any of the following in the amount of $100,000 or greater:

               i)     Any appropriation of public funds, including, but  
                 not limited to, loans, grants or subsidies, or the  
                 payment for or construction of parking improvements;

               ii)    Any tax incentive, including, but not limited to,  








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                 tax exemptions, rebates, reductions, or moratoria of a  
                 tax, including any rebate or payment based upon the  
                 amount of sales tax generated from the superstore;

               iii)   The sale or lease of real property at a cost that is  
                 less than fair market value; or,

               iv)    Payment for, forgiveness of, or reduction of fees.

             c)   "Impact area" means a five-mile radius surrounding the  
               proposed location of a superstore; and,

             d)   "Superstore" means a business establishment that exceeds  
               90,000 square feet of gross floor area, sells a wide range  
               of consumer goods, and devotes 10,000 square feet or more  
               of the sales floor area, as specified.  "Superstore" shall  
               include a retail establishment with multiple tenants, and  
               the cumulative sum of related or successive permits that  
               may be part of a larger project, including piecemeal  
               additions to a building, where consumer goods and  
               nontaxable items are sold under the same roof with shared  
               checkout stands, entrances, and exits.  "Superstore" does  
               not include a discount warehouse or retail store where more  
               than one-half of the items carried by the discount  
               warehouse or retail store are sold in large quantities or  
               in bulk, and the discount warehouse or retail store  
               requires shoppers to pay a membership or assessment fee.

          2)Requires, prior to the permitting of the construction of, the  
            addition to, or the alteration of, any buildings or structures  
            that would create a superstore in an economic assistance area,  
            or where a superstore would be the recipient of over $100,000  
            in financial assistance, the legislative body of the city or  
            county to make a finding that, based on the consideration 
          of all economic benefits and costs, the superstore will not  
            materially adversely affect the economic welfare of the impact  
            area, in addition to the findings otherwise required by any  
            ordinance or regulation by the city or county.

          3)Requires the finding to be based upon information contained in  
            an economic impact report, any other information received or  
            obtained by the designated agency of the city or county, and  
            any other information received before or at a public hearing  
            conducted, as specified.








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          4)Allows the city or county to prepare the economic impact  
            report or contract with a private entity, other than the  
            permit applicant, or with another public agency for the  
            preparation of the report.  Any private entity or other public  
            agency contracted to prepare the economic impact report shall  
            be qualified by education, training, and experience to conduct  
            economic and fiscal impact analyses.

          5)Requires the applicant for the proposed superstore to pay the  
            city or county for the costs of preparing the economic impact  
            report.

          6)Requires the report to include, but not be limited to, all of  
            the following:

             a)   An assessment of whether the proposed superstore will  
               meet the purposes of any designated economic assistance  
               area in which the superstore is proposed to be located.

             b)   An assessment of whether the proposed superstore will  
               negatively impact any retailer that is the beneficiary of  
               any benefits from any program adopted in connection with  
               any economic assistance area in which the superstore is  
               proposed to be located;

             c)   An assessment of the extent to which the construction  
               and operation of the proposed superstore will affect  
               employment in the impact area, including all of the  
               following:

               i)     The number of person employed in existing retail  
                 stores in the impact area;

               ii)    An estimate of the number of people who will likely  
                 be employed by the proposed superstore;

               iii)   An analysis of whether the proposed superstore will  
                 result in a net increase or decrease in employment in the  
                 impact area; and,

               iv)    The effect on wages and benefits of employees of  
                 other retail businesses, and community income levels in  
                 the impact area.








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             d)   A projection of the costs of public services and public  
               facilities resulting from the construction and operation of  
               the proposed superstore and the incidence of those costs,  
               including the cost to the state, city, or county of any  
               public assistance that employees of the proposed superstore  
               will be eligible for based on the wages and benefits to be  
               paid by the proposed superstore;

             e)   A projection of the public revenues resulting from the  
               construction and operation of the proposed superstore  
               retailer and the incidence of those revenues;

             f)   An assessment of the effect that the construction and  
               operation of the proposed superstore will have on retail  
               operations, including grocery stores or retail shopping  
               centers, in the impact area, including the potential for  
               blight resulting from retail business closures and the  
               nature of any businesses displaced;

             g)   An assessment of the potential for long-term vacancy of  
               the property on which the superstore is proposed if the  
               business vacates the premises.

             h)   As assessment of whether the superstore would require  
               the demolition of housing or any other action or change  
               that would result in a decrease or negative impact on the  
               creation of extremely-low-, very low-, low-, or  
               moderate-income housing;

             i)   An assessment of whether the superstore would result in  
               any other adverse or positive economic impacts or blight in  
               the impact area; and,

             j)   An assessment of whether any measures identified by the  
               superstore are available that may mitigate any materially  
               adverse economic impacts of the superstore.

          7)Requires a city or county, at any regularly scheduled meeting  
            or meetings of the legislative body of the city or county, to  
            provide the opportunity for public comment on the economic  
            impact report and its findings, following the completion and  
            approval of the economic impact report as required and 30 days  
            prior to the issuance of any entitlement, including, but not  








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            limited to, a building permit.  

          8)Finds and declares that the review and regulation of  
            superstores is a matter of statewide concern and not merely a  
            municipal affair, thereby applying the bill's provisions to  
            charter cities and to charter cities and counties.

          9)States that no reimbursement is required pursuant to the  
            bill's provisions because a local agency or school district  
            has the authority to levy service charges, fees, or  
            assessments.

          10)States the intent of the Legislature to promote economic  
            development in all communities of the state.

           EXISTING LAW  :

          1)Requires, under the Permit Streamlining Act, each state agency  
            and local agency to compile one or more lists that specify in  
            detail the information that will be required from any  
            applicant for a development project, and requires a public  
            agency that is the lead agency for a development project, or a  
            public agency which is a responsible agency for a development  
            project that has been approved by the lead agency, to approve  
            or disapprove the project within applicable periods of time.

          2)Prohibits a local agency from providing any form of financial  
            assistance to a vehicle dealer or big box retailer, or a  
            business entity that sells or leases land to a vehicle dealer  
            or big box retailer, that is relocating from the territorial  
            jurisdiction of one local agency to the territorial  
            jurisdiction of another local agency but within the same  
            market area.

          3)Requires, under the California Environmental Quality Act  
            (CEQA),  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 (CEQA includes various statutory  
            exemptions, as well as categorical exemptions in the CEQA  
            guidelines).

          4)Requires each planning agency to prepare and the legislative  








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            body of each county and city to adopt a comprehensive,  
            long-term general plan for the physical development of the  
            county or city, and of any land outside its boundaries which  
            in the planning agency's judgment bears relation to its  
            planning.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, by requiring cities and counties to prepare economic  
          impact reports on superstore projects, this bill creates a new  
          state mandate.  The bill disclaims the state's responsibility  
          for reimbursing local government, citing local officials'  
          ability to charge processing fees that will offset their costs.   
          If the local charges for the new economic impact reports don't  
          exceed the reasonable costs of preparing and using those  
          reports, those charges will be permissible local fees that can  
          be adopted without a vote of the electorate.

           COMMENTS  :  This bill requires a local agency (in this case, all  
          cities including charter cities, and counties) to do an economic  
          impact report prior to permitting the construction or alteration  
          of a superstore in an economic assistance area, and requires the  
          local agency to make a finding that the superstore will not  
          adversely affect the economic welfare of the impact area, based  
          on that report.  The report would need to include a number of  
          different assessments relating to the impact of the superstore  
          on the community.

          The bill defines a superstore to mean "a business establishment  
          that exceeds 90,000 square feet of gross floor area, sells a  
          wide range of consumer goods, and devotes 10,000 square feet or  
          more of the sales floor area to the sale of [food products for  
          human consumption]."  The definition of superstore does not  
          include a discount warehouse or retail store where more than  
          one-half of the items carried by the discount warehouse or  
          retail store are sold in large quantities or in bulk, and the  
          discount warehouse or retail store requires shoppers to pay a  
          membership or assessment fee.  The bill also defines other terms  
          including "economic assistance areas," "financial assistance,"  
          and "impact area."

          The bill's provisions specify that the economic impact report  
          would be paid for by the project applicant. A local agency could  
          prepare the report or contract with a private entity that is  
          qualified to conduct economic and fiscal impact analyses to  








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          prepare the report.

          This bill is sponsored by the United Food and Commercial  
          Workers, Western States Council.

          According to the author, "In recent years, much concern has been  
          expressed about the economic impacts caused by large 'big box'  
          or 'superstore' developments.  Among others, concerns have been  
          expressed by local small businesses, community groups, other  
          retail grocery stores, workers and labor organizations.  At the  
          same time, millions of dollars in state and local tax credits  
          and other incentives are being offered to include these  
          developments in local jurisdictions throughout the State of  
          California. 

          "The goal of such 'economic assistance areas' is to promote  
          economic development with the goal of creating good jobs,  
          economically self-sustaining communities, and promoting a  
          vibrant small business sector.  The purpose of the benefits  
          granted by 'economic assistance areas' is to stimulate business  
          investment and job creation for qualified disadvantaged  
          individuals in state-designated economically-distressed areas."

          The author sites an April 2011 study entitled Living Wage  
          Policies and Big-Box Retail:  How a Higher Wage Standard Would  
          Impact Walmart Workers and Shoppers, completed by the U.C.  
          Berkeley Center for Labor Research and Education, which found  
          the following:

          "The growth of big box retail is a mixed blessing to local  
          communities.  There is strong evidence that jobs created by  
          Walmart in metropolitan areas pay less and are less likely to  
          offer benefits than those they replace.  Controlling for  
          differences in geographic location, Walmart workers earn an  
          estimated 12.4 percent less than retail workers as a whole, and  
          14.5 percent less than workers in large retail in general.   
          Several recent studies have found that the entry of Walmart into  
          a county reduced both average and aggregate earnings of retail  
          workers and reduces the share of retail workers with health  
          coverage on the job.  The impact is not only one of substitution  
          of higher wage for lower wage retail jobs, but also a reduction  
          in wages among competitors.  As a result of lower compensation,  
          Walmart workers make greater use of public health and welfare  
          programs compared to retail workers as a whole, transferring  








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          costs to taxpayers."

          The sponsor argues that "it is crucial that local governments  
          making land use economic subsidy decisions have the information  
          they need to make an informed choice.  We have seen superstore  
          after superstore come into communities with promises of economic  
          benefit only to have the opposite effect.  In fact, studies  
          indicate that superstores have an adverse impact on workers and  
          the communities they are sited in?.we need AB 667 to ensure that  
          there is a procedure and a forum for decision makers to weigh  
          all of the economic information available when considering a  
          superstore development."

          A coalition including the California Retailers Association,  
          Associated General Contractors, California Building Industry  
          Association, California Business Properties Association,  
          California Chamber of Commerce, California Grocers Association,  
          Commercial Real Estate Development Association, International  
          Council of Shopping Centers, Retail Industry Leaders  
          Association, and the Western Electrical Contractors Association,  
          in opposition, raise the following concerns:

          1)AB 667 has the potential to create significant delays in the  
            local planning process, tying up local government resources  
            and delaying job creation.

          2)The bill specifically targets economic development areas such  
            as enterprise and manufacturing zones, in California's hardest  
            hit communities that are already struggling.

          3)Although the stated intent of the bill is to 'promote economic  
            development,' the real purpose of the bill appears to be  
            economic protectionism?

          4)AB 667 also creates new opportunities for litigation of  
            projects in an already overly-litigious area.

          5)Local consumers, through their elected officials, should make  
            the decisions about which stores they want in their  
            communities?AB 667 infringes upon local planning authority.

          SB 1056 (Alarcón), which was vetoed by Governor Schwarzenegger  
          in 2004, would have required a city, county, or city and county  
          to prepare an economic impact report prior to approving or  








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          disapproving a proposed development project that would permit  
          the construction of a superstore retailer, defined as a store  
          greater than 130,000 square feet of gross buildable area that  
          generates sales or use tax pursuant to the Bradley-Burns Uniform  
          Local Sales and Use Tax that contains more than 20,000 stock  
          keeping units, and derives 10% of its total sales from the sale  
          of non-taxable merchandise.

          SB 1523 (Alarcon) of 2006 similarly required an economic impact  
          report to be prepared prior to a city's or county's approval or  
          disapproval of a superstore retailer with greater than 100,000  
          square feet of , and was again vetoed by Governor  
          Schwarzenegger.  

          SB 469 (Vargas) of 2012 would have required a city or county to  
          prepare economic impact reports before it approves or  
          disapproves the construction or conversion of superstore  
          retailers.  SB 469 was vetoed by Governor Brown, with the  
          following message:

                 While I recognize that the merits of large-scale  
                 projects need to be carefully considered, plenty of  
                 laws are already on the books that enable and in  
                 some cases require cities and counties to carefully  
                 assess whether these projects are in a community's  
                 best interests.  This bill would add yet another  
                 layer of review to an already cumbersome process.

          Support arguments:  Supporters argue that it is crucial that  
          local governments making land use and economic subsidy decisions  
          have the information they need to make an informed choice, that  
          workers at the superstores have lower wages and little, if any,  
          benefits such as healthcare and retirement, and that local  
          business often have a difficult time competing with superstores  
          and often go under.  

          Opposition arguments:  The League of California Cities argues  
          that "each of the state's 482 diverse cities must maintain the  
          ability to make decisions which best fit their community.  Each  
          individual city, or the voters within local communities, may  
          reach different conclusions on the extent to which specific  
          enterprises add to or extract value...AB 667 fundamentally  
          undermines local land use discretion and authority."









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          Analysis Prepared by  :    Debbie Michel / L. GOV. / (916)  
          319-3958                                          FN: 0000736