BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 1359
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          Date of Hearing:  May 8, 2013

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                           K.H. "Katcho" Achadjian, Chair
                  AB 1359 (Hernandez) - As Amended:  April 29, 2013
           
          SUBJECT  :  Quimby Act: use of fees.

           SUMMARY  :  Allows Quimby Act fees to be used for the purpose of  
          developing new or rehabilitating existing neighborhood or  
          community park or recreational facilities to serve areas in the  
          city or county with the greatest need.  Specifically,  this bill  :  
           

          1)Allows Quimby Act fees to be used for the purpose of  
            developing new or rehabilitating existing neighborhood or  
            community park or recreational facilities to serve the  
            subdivision or subdivisions in the city or county with the  
            greatest need.

          2)Requires the legislative body to hold a public hearing before  
            using fees in the manner described in 1) above.

          3)Defines "subdivision or subdivision of the city or county with  
            the greatest need" to mean a subdivision with fewer than three  
            acres of park area per 1,000 members of a city, county, or  
            local public agency.

          4)Allows the city, county, or other local agency to which the  
            land or fees are conveyed or paid to enter into a joint or  
            shared use agreement with one or more public districts in the  
            jurisdiction, including, but not limited to, a school district  
            or community college district, in order to provide access to  
            park or recreational facilities to residents of subdivisions  
            with fewer than three acres of park area per 1,000 members of  
            the population.

           EXISTING LAW  :

          1)Establishes the Quimby Act as part of the Subdivision Map Act.

          2)Allows, pursuant to the Quimby Act, the legislative body of a  
            city or county to, by ordinance, require the dedication of  
            land or impose a requirement of the payment of fees in lieu,  
            or a combination of both, for park or recreational purposes as  








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            a condition to the approval of a tentative map or parcel map,  
            if all of the following requirements are met:

             a)   The ordinance has been in effect for a period of 30 days  
               prior to the filing of the tentative map of the subdivision  
               or parcel map;

             b)   The ordinance includes definite standards for  
               determining the proportion of a subdivision to be dedicated  
               and the amount of a fee to be paid in lieu thereof, and  
               provides that the amount of land dedicated or fees paid  
               shall be based upon the residential density.  The  
               dedication of land, or the payment of fees, or both, shall  
               not exceed the proportionate amount necessary to provide  
               three acres of park area per 1,000 persons residing within  
               a subdivision subject to this section, unless the amount of  
               existing neighborhood and community park area exceeds that  
               limit, in which case the legislative body may adopt the  
               calculated amount as a higher standard not to exceed five  
               acres per 1,000 persons residing within a subdivision;

               i)     The park area per 1,000 members of the population of  
                 the city, county, or local public agency shall be derived  
                 from the ratio that the amount of neighborhood and  
                 community park acreage bears to the total population of  
                 the city, county, or local public agency as shown in the  
                 most recent available federal census. The amount of  
                 neighborhood and community park acreage shall be the  
                 actual acreage of existing neighborhood and community  
                 parks of the city, county, or local public agency as  
                 shown on its records, plans, recreational element, maps,  
                 or reports as of the date of the most recent available  
                 federal census.

               ii)    For cities incorporated after the date of the most  
                 recent available federal census, the park area per 1,000  
                 members of the population of the city shall be derived  
                 from the ratio that the amount of neighborhood and  
                 community park acreage shown on the records, maps, or  
                 reports of the county in which the newly incorporated  
                 city is located bears to the total population of the new  
                 city as determined pursuant to Section 11005 of the  
                 Revenue and Taxation Code.  In making any subsequent  
                 calculations pursuant to this section, the county in  
                 which the newly incorporated city is located shall not  








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                 include the figures pertaining to the new city which were  
                 calculated pursuant to this paragraph.  Fees shall be  
                 payable at the time of the recording of the final map or  
                 parcel map or at a later time as may be prescribed by  
                 local ordinance.

             c)   Requires the land, fees, or combination thereof to be  
               used only for the purpose of developing new or  
               rehabilitating existing neighborhood or community park or  
               recreational facilities to serve the subdivision;

             d)   The legislative body has adopted a general plan or  
               specific plan containing policies and standards for parks  
               and recreation facilities, and the park and recreational  
               facilities are in accordance with definite principles and  
               standards;

             e)   The amount and location of land to be dedicated or the  
               fees to be paid shall bear a reasonable relationship to the  
               use of the park and recreational facilities by the future  
               inhabitants of the subdivision;

             f)   The city, county or other local public agency to which  
               the land or fees are conveyed or paid shall develop a  
               schedule specifying how, when, and where it will use the  
               land or fees, or both, to develop park or recreational  
               facilities to serve the residents of the subdivision.  Fees  
               collected under the ordinance shall be committed within  
               five years after the payment of the fees of the issuance of  
               building permits on one-half of the lots created by the  
               subdivision, whichever occurs later;

             g)   Only the payment of fees may be required in subdivisions  
               containing 50 parcels or less, except that when a  
               condominium project, stock cooperative, or community  
               apartment project, exceeds 50 dwelling units, dedication of  
               land may be required notwithstanding that the number of  
               parcels may be less than 50;


             h)   Subdivisions containing less than five parcels and not  
               used for residential purposes shall be exempted from the  
               requirements of this section.  However, in that event, a  
               condition may be placed on the approval of a parcel map  
               that if a building permit is requested for construction of  








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               a residential structure or structures on one or more of the  
               parcels within four years, the fee may be required to be  
               paid by the owner of each parcel as a condition of the  
               issuance of the permit; and,

             i)   If the subdivider provides park and recreational  
               improvements to the dedicated land, the value of the  
               improvements together with any equipment located thereon  
               shall be a credit against the payment of fees or dedication  
               of land required by the ordinance.

          3)Requires land or fees pursuant to the Quimby Act to be  
            conveyed or paid directly to the local public agency which  
            provides park and recreational services on a communitywide  
            level and to the area within which the proposed development  
            will be located, if that agency elects to accept the land or  
            fee.

          4)If park and recreational services and facilities are provided  
            by a public agency other than a city or county, the amount and  
            location of land to be dedicated or fees to be paid shall,  
            subject to 2b) above, be jointly determined by the city or  
            county having jurisdiction and that other public agency.

          5)Authorizes cities and counties to create infrastructure  
            financing districts (IFDs) and issue bonds to pay for  
            community scale public works:  highways, transit, water  
            systems, sewer projects, flood control, child care facilities,  
            libraries, parks, and solid waste facilities.

          6)Allows an IFD to divert property tax increment revenues from  
            other local governments, excluding school districts, for up to  
            30 years, in order to pay back bonds issued by the IFD.

          7)Requires that in order to form an IFD a city or county must  
            develop an infrastructure plan, send copies to every  
            landowner, consult with other local governments, and hold a  
            public hearing.

          8)Requires that when forming an IFD, local officials must find  
            that its public facilities are of communitywide significance  
            and provide significant benefits to an area larger than the  
            IFD.

          9)Requires that every local agency, who will contribute its  








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            property tax increment revenue to the IFD, approve the plan.

          10)Requires a two-thirds voter approval of the formation of the  
            IFD and the issuance of bonds.

           FISCAL EFFECT  :  None

           COMMENTS  :   

          1)This bill allows Quimby Act fees to be used for the purpose of  
            developing new or rehabilitating existing neighborhood or  
            community park or recreational facilities to serve areas in  
            the city or county with the greatest need.  The bill also  
            allows for funds to be used to create joint use agreements  
            between school districts, universities, counties and cities.   
            In order for Quimby Act fees to be used for subdivisions with  
            the greatest need, the legislative body of the city or county  
            would need to first hold a public hearing.  The bill defines  
            "subdivision or subdivision of the city or county with the  
            greatest need" to mean a subdivision with fewer than three  
            acres of park area per 1,000 members of a city, county, or  
            local public agency.

            This bill is author-sponsored.

          2)According to the author, "Local governments in California  
            provide a critical role in the effort to set aside parkland  
            and open space for recreational purposes.  Since the passage  
            of the Quimby Act in 1975, cities and counties have been  
            authorized to require developers to set aside land, donate  
            conservation easements, or pay fees for park improvements.   
            Per the Quimby Act, these funds are to 'serve the subdivision'  
            being developed.  Thus, the resources stay in the area  
            undergoing development.  Areas with little to no development  
            do not receive these resources, many of which are park poor.

            "Low-income communities and communities of color suffer the  
            most from disparities in access to green space and from health  
            and social problems that stem from such inequalities.  The  
            fact is that low-income people of color disproportionately  
            lack equal access to parks, school fields, beaches, trails,  
            and forests, which has been in part a result of unequal land  
            use policy.  In a 2011 study, The City Project found that many  
            areas in California and in particular Los Angeles County can  
            be considered park poor.  "Park poor" defined in California  








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            law refers to any geographic area that provides less than 3  
            acres of green space per 1,000 residents.  

            "Investing in California's parks and creating equitable access  
            to green space throughout the state would create healthier  
            communities and decrease childhood obesity.  Parks also  
            provide an important sense of community pride and are low or  
            no-cost places to exercise and celebrate community events,  
            family events, heritage and art."

          3)Cities and counties have been authorized since the passage of  
            the 1975 Quimby Act to pass ordinances requiring that  
            developers set aside land, donate conservation easements, or  
            pay fees for park improvements.  The Quimby Act was  
            substantially amended in 1982 to further define acceptable  
            uses of or restrictions on Quimby funds, and provide  
            acreage/population standards and formulas for determining the  
            exaction.  One other major change was to specify that the  
            exactions must be closely tied to a project's impacts as  
            identified through traffic studies required by CEQA, meaning  
            that there has to be a "nexus."

            To impose Quimby Act fees, the city or county must have a  
            general plan or specific plan that contains policies and  
            standards for park facilities.  Under the Quimby Act, fees  
            must bear a reasonable relationship to the proposed  
            subdivision.  Those fees can only be used for developing new  
            parks or rehabilitating parks that  serve  that subdivision.  As  
            well, the Quimby Act requires that the amount and location of  
            land to be dedicated or the fees to be paid shall bear a  
            "reasonable relationship to the use of the park and  
            recreational facilities by the future inhabitants of the  
            subdivision."

            This bill broadens how and where the Quimby Act fees can be  
            used.  The Committee may wish to consider the implications of  
            undoing 30-plus years of long-held policy that requires the  
            local government to establish a reasonable nexus in order to  
            exact the fee.

          4)This bill also requires, if Quimby Act fees are to be used for  
            "park poor" areas rather than to "serve" the subdivision for  
            which the developer has paid the Quimby fee, that before fees  
            are used in such a manner, the legislative body must hold a  
            public hearing.








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            Under current law, implementation of a Quimby ordinance begins  
            once a developer files an application for a development  
            project with a tentative subdivision parcel map.  The map goes  
            to a review committee that makes recommendations on the map,  
            which are then sent to the planning department.  The city  
            council or board of supervisors would then act on the final  
            map during a public hearing and if approved, the fees would be  
            paid.

            The Committee may wish to consider the implications of  
            requiring the legislative body to hold a hearing before fees  
            can be used for the broader purposes pursuant to this bill's  
            provisions.

          5)A previous bill, AB 2936 (Aroner, 2002), would have allowed  
            counties and cities to spend their Quimby Act fees to prepare  
            master plans for park and recreation facilities.  The Senate  
            Local Government Committee analysis on the bill notes that "AB  
            2936 violates [the] nexus test in two ways.  First, the bill  
            allows local officials to divert Quimby Act fees away from  
            capital spending and use the money for master plans.  Second,  
            the bill allows officials to divert fees raised from a  
            specific subdivision and use the money to benefit the wider  
            community.  Mitigation fees must be used to mitigate the  
            project's effects, not to compensate for other unmet needs."   
            AB 2936 was subsequently amended to address an unrelated  
            topic.  

            In light of the previous legislative attempt to broaden the  
            usage of Quimby fees, the Committee may wish to consider  
            whether the Legislature should depart from the established  
            nexus requirements.   

          6)The League of California Cities, in their "Notice of Concerns"  
            letter, writes that "There is a question of whether there is a  
            sufficient nexus between the fees paid and the benefit,  
            including the recipients of that benefit.  There is abundant  
            case law upholding the principle that development fees are not  
            taxes, if they are imposed in accordance with the procedure  
            found in Government Code 66000 and those following.  These  
            statutes (which constitute the Mitigation Fee Act) essentially  
            codify the required nexus that courts have repeatedly said is  
            necessary to justify a fee."









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            "In the case of  Kings County v. City of Lemoore (2010 185  
            Cal.App. 4th 554  ), the California Appellate Court rejected the  
            idea that the Quimby Act was the exclusive statutory authority  
            for funding parks and recreational facilities.  The court held  
            that a separate municipal park fee (outside the scope of the  
            Quimby Act) to fund city-wide recreational facilities was  
            valid.  This raises the question of whether amending the  
            Quimby Act is the proper funding mechanism, given the nexus  
            analysis that must occur."

            Given these legal concerns by cities, the Committee may wish  
            to consider whether the threat of litigation would act as a  
            deterrent for cities and counties to actually use Quimby Act  
            fees for the broader purposes pursuant to the bill's  
            provisions.

          7)According to the California Building Industry Association  
            (CBIA), in opposition, "AB 1359 does very little to actually  
            solve the problem at hand.  It's extremely likely that this  
            bill could only further exacerbate the problem.  The Quimby  
            Act is intended to fulfill the needs of new or growing  
            development by adding additional park capacity.  Diverting  
            funds to modernize and renovate an older park across town does  
            not increase park capacity and only further reduces the ration  
            of people per park."

            CBIA also writes that "A number of existing tools already  
            exist and are at the disposal of local governments.   
            Development fees are collected on each and every permit in the  
            state of California, and these fees include those levied for  
            improvement and maintenance of parks.  Additionally,  
            Mello-Roos Districts, and Infrastructure Financing Districts  
            (IFD) provide opportunities and tools which can revitalize  
            existing parks.  In the Legislature right now 
            are a host of redevelopment-type tools, one of which is  
            authored by Assemblyman Alejo 
            (AB 1080) that seeks to provide a tool to revitalize  
            disadvantaged communities, including park funding - CBIA is in  
            strong support of [AB 1080]."

            The Committee may wish to consider whether the author's stated  
            purpose of increasing funds to be used in "park poor" areas  
            could be better accomplished through an IFD or other financing  
            tool.









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           8)Support arguments  :  Supporters argue that this bill will  
            invest in California's parks and create more equitable access  
            to green space throughout the state and would create healthier  
            communities, decrease childhood obesity, and help alleviate  
            mental illness caused by lack of activity and stress.

             Opposition arguments  :  Opponents argue that the existing  
            requirement to "serve the subdivision" provides the nexus  
            between the fee being collected and the impact from the  
            subdivision, and that circumventing that requirement would  
            open the door to constitutional challenges to the  
            implementation of the Quimby Act.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Amigos de los Rios
          Baldwin Park City Council
          California Pan-Ethnic Health Network
          The City Project
          UFCW Local 1428

           Concerns
           
          League of California Cities

           Opposition 
           
          California Building Industry Association 
           
          Analysis Prepared by  :    Debbie Michel / L. GOV. / (916)  
          319-3958