BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                            



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                                    THIRD READING


          Bill No:  SB 1
          Author:   Steinberg (D), et al.
          Amended:  5/2/13
          Vote:     21

           
           SENATE GOVERNANCE & FINANCE COMMITTEE  :  4-2, 3/13/13
          AYES:  Wolk, Beall, DeSaulnier, Liu
          NOES:  Knight, Emmerson
          NO VOTE RECORDED:  Hernandez

           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  8-3, 4/23/13
          AYES:  DeSaulnier, Beall, Galgiani, Hueso, Lara, Liu, Pavley,  
            Roth
          NOES:  Gaines, Cannella, Wyland

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 5/23/13
          AYES:  De León, Hill, Lara, Padilla, Steinberg
          NOES:  Walters, Gaines


           SUBJECT  :    Sustainable Communities Investment Authority

           SOURCE  :     Author


           DIGEST  :    This bill allows a local government to establish a  
          Sustainable Communities Investment Authority (Authority) and  
          direct tax increment revenues to that Authority in order to  
          address blight by supporting development in transit priority  
          project areas, small walkable communities, and clean energy  
          manufacturing sites.

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           ANALYSIS  :    The Community Redevelopment Law allowed a local  
          government to establish a redevelopment area and capture all of  
          the increase in property taxes generated within the area  
          (referred to as "tax increment") over a period of decades.  

          In 2011, the Legislature enacted AB 26X1 (Blumenfield, Chapter  
          5) which eliminated redevelopment agencies and established  
          procedures for winding down the agencies, paying off enforceable  
          obligations, and disposing of agency assets.  AB 26X1  
          established successor agencies, typically the city that  
          established the agency, to take control of all redevelopment  
          agency assets, properties, and other items of value.  Successor  
          agencies are to dispose of an agency's assets as directed by an  
          oversight board, made up of representatives of local taxing  
          entities, with the proceeds transferred to the county  
          auditor-controller for distribution to taxing agencies within  
          each county.

          AB 26X1 also included provisions allowing the host city or  
          county of a dissolving redevelopment agency to retain the  
          housing assets and functions previously performed by the agency,  
          except for funds on deposit in the agency's Low and Moderate  
          Income Housing Fund (L&M fund), and thus become a successor  
          housing agency.  If the host city or county chooses not to  
          become the housing successor agency, a local housing authority  
          or the Department of Housing and Community Development (HCD)  
          takes on that responsibility.

          SB 375 (Steinberg, Chapter 728, Statutes of 2008) required the  
          Air Resources Board (ARB), by September 30, 2010, to provide  
          each region that has a metropolitan planning organization (MPO)  
          with a greenhouse gas emission reduction target for the  
          automobile and light truck sector for 2020 and 2035,  
          respectively.  Each MPO, in turn, is required to include within  
          its regional transportation plan (RTP) a sustainable communities  
          strategy (SCS) designed to achieve the ARB targets for  
          greenhouse gas emission reduction.  Each MPO must submit its SCS  
          to ARB for review.  ARB must accept or reject the MPO's  
          determination that the SCS submitted would, if implemented,  
          achieve the greenhouse gas emission reduction targets.

          SB 375 also created and defines a "transit priority project" as  
          one that:


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             Is located within one-half mile of an existing or planned  
             major transit stop or high-quality transit corridor included  
             in the RTP.

             Is consistent with the general plan use designation,  
             density, building intensity, and applicable policies  
             specified for the project area in its SCS, for which ARB has  
             accepted an MPO's determination that the SCS would, if  
             implemented, achieve the greenhouse gas emission reduction  
             targets;

             Contains at least 50% residential use, based on total  
             building square footage and, if the project contains between  
             26% and 50% nonresidential uses, a floor area ratio of not  
             less than 0.75;

             Provides a minimum net density of at least 20 dwelling units  
             per acre; and

             Existing law also defines a "small walkable community  
             project" as a project in an incorporated city, which is not  
             within the boundary of an MPO, and that:

             Is approximately one-quarter mile diameter of contiguous  
             land completely within the existing incorporated boundaries  
             of the city;

             Is a project area that includes a residential area adjacent  
             to a retail downtown area; and

             Has a density of at least eight dwelling units per acre or a  
             floor area ratio for retail or commercial use of not less  
             than 0.50.

          This bill authorizes local governments to create Authorities to  
          function in a manner similar to former redevelopment agencies  
          and under the Community Redevelopment Law with certain  
          modifications.  Specifically, this bill:

          1. Permits any combination of a city, county, city and county,  
             or special district, but not a school district, to create a  
             Authority in one of several ways as follows:

                   A city, county, or special district may create an  

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                Authority through a joint powers agreement that  
                establishes a governing board and designates a Sustainable  
                Communities Investment Area (Area).

                   A city alone may create an Authority, appoint the  
                Authority's governing board, designate an Area within the  
                city, and establish the parameters of the proposed  
                economic development within a proposed area with county  
                approval of the economic development parameters and the  
                Sustainable Communities Investment Plan (Plan).

                   Alternatively, a city alone may create an Authority,  
                which constitutes a legally distinct entity from that  
                city, and appoint the Authority's governing board, which  
                may designate an Area only within the incorporated limits  
                of that city.

                   A city and a county together may create an Authority  
                and appoint the governing board with the city council  
                appointing two members and the county appointing two  
                members, and those four members appointing the fifth.  The  
                governing board then designates the Area in an  
                incorporated area or in both an incorporated area and an  
                unincorporated area.  The city and county must both  
                approve the Plan.  

                   A county board of supervisors alone can create an  
                Authority for an area within an unincorporated area.

          2. Prescribes that an Authority shall have five members of  
             four-year terms and shall be subject to the Brown Act for  
             open meetings, the Public Records Act, the  
             Meyers-Milias-Brown Act governing employer-employee  
             relations, and the Political Reform Act. 

          3. Prohibits a city or county that created a redevelopment  
             agency dissolved pursuant to AB 26X1 of 2011 from forming an  
             Authority unless Department of Finance (DOF) has issued its  
             successor agency a finding of completion indicating that the  
             local government has complied with AB 26X1's requirements to  
             distribute the former agency's assets to the taxing entities.

          4. Deems an Authority to be an "agency," as defined in the  
             Community Redevelopment Law; assigns an Authority all of the  

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             rights, responsibilities, and obligations of a redevelopment  
             agency; and requires an Authority to comply with most  
             provisions of the Community Redevelopment Law, excluding  
             specified statutes that suspend redevelopment agencies'  
             activities, prohibit redevelopment agencies' issuance of  
             debt, and govern redevelopment agencies' dissolution.  

          5. Limits the areas that local governments can include in a plan  
             area to:

                   Transit priority project areas, including high-speed  
                rail stations.  The transit stop or corridor must be  
                scheduled to be completed within the planning horizon  
                established by specified federal regulations governing the  
                metropolitan transportation planning process.  This bill  
                specifies that if the transit priority project area  
                includes a high-speed rail station, then the radius of the  
                area may be up to one mile from the station.  If such a  
                project area consists of a radius greater than half a  
                mile, then at least 50% of the tax increment revenue from  
                that area shall be used to support construction of the  
                high-speed rail station and related infrastructure.  

                   Small walkable communities, as defined, which the bill  
                also permits to be in a city that is within the  
                jurisdiction of an MPO.  An Authority may designate only  
                one small walkable community area per city. 

                   Clean energy manufacturing sites.  This bill defines  
                clean energy manufacturing sites to be those that have  
                land use approvals or other effective controls restricting  
                the sites to clean energy manufacturing and that are  
                consistent with the SCS, if within the jurisdiction of an  
                MPO.  This bill defines clean energy manufacturing as:

                 o        Components, parts, or materials for the  
                   generation of renewable energy; 

                 o        Equipment designed to make buildings more energy  
                   efficient;

                 o        Public transit vehicles or their components; or 

                 o        Alternative fuel vehicles or their component  

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                   parts.

          6. Authorizes only local agencies participating in, approving  
             the formation of, or appointing board members to an Authority  
             to allocate all or part of their tax increment revenues, plus  
             specified additional revenues, to the Authority.  Before any  
             assignment of tax increment revenues, the local government  
             with land use jurisdiction over the area must have adopted a  
             sustainable parking standards ordinance to encourage transit  
             use to the greatest extent feasible and a jobs plan ordinance  
             to ensure projects further construction careers that pay  
             prevailing wage.

          7. Adds to the numerous elements that must be included in a  
             redevelopment plan for a project area so that a Plan will  
             also include:

                   A fiscal analysis of projected tax increment revenue  
                and other revenue and projected expenses over five-year  
                planning horizons for the life of the Authority.

                   A statement of the principal goals and objectives of  
                the plan together with findings of the public purposes and  
                uses that it will achieve.

                   A statement of how the Plan will relieve blight,  
                including how it will implement the goals of the SCS,  
                reduce energy consumption, ensure compliance with this  
                bill's affordable housing provisions, and contribute to  
                more efficient transportation infrastructure, to reducing  
                the combined costs of housing and transportation for  
                residents, to improving public heath, to promoting  
                efficient water consumption, to preserving prime farm  
                land, and to reducing vehicle miles traveled.

                   Statements of how the Plan will implement the local  
                government's sustainable parking standards and its jobs  
                plan. 

          8. Permits a Plan additionally to include:

                   Farmworker housing.

                   Transitional and supportive housing, including former  

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                foster youth, persons with mental health treatment needs,  
                persons with substance use disorder treatment needs, and  
                various offender populations.

                   Health and safety related infrastructure investments  
                for disadvantaged and rural communities.

                   Infrastructure investments to support countywide  
                services, including health clinics, hospitals, medical  
                provider offices, child care facilities, day reporting  
                centers, and grocery stores in food desert areas.

          9. Increases from 20% to 25% the amount of money an Authority  
             must dedicate from tax increment revenues it receives to the  
             provision of low- and moderate-income housing (i.e., the  
             Authority's L&M fund).

          10.Provides that a local government with land use authority that  
             participates in or approves an Authority must enact an  
             ordinance that: 

                   Prohibits the number of housing units occupied by  
                extremely low-, very low-, and low-income households,  
                including the number of bedrooms in those units, from  
                being reduced within the area during the effective period  
                of the Plan; and 

                   Requires the replacement of dwelling units that house  
                extremely low-, very low-, or low-income households when  
                removed from an area within two years, rather than the  
                four years under existing provisions of the Community  
                Redevelopment Law.

          11.Requires an Authority to contract every five years for an  
             independent financial and performance audit pursuant to  
             guidelines that the State Controller shall establish.  These  
             must include guidelines for ensuring that an Authority is  
             meeting the housing requirements of this bill (#10  
             immediately above).  If an Authority is failing to comply  
             with these housing requirements, then it shall submit to the  
             Controller with its audit, a plan to achieve compliance in  
             not less than two years.  The plan must include one of the  
             following means of achieving compliance:


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                   Expenditure of an additional 10% of the Authority's  
                tax increment revenues on providing low-income housing;

                   A 10% increase in the production of housing for very  
                low-income households, as required under the Community  
                Redevelopment Law's housing production requirements; or 

                   The targeting of expenditures from its L&M fund  
                exclusively to rental housing affordable to, and occupied  
                by, persons of very low and extremely low income.

          12.Permits a state or local public pension fund to invest in  
             public infrastructure projects and private commercial and  
             residential development that an Authority undertakes.

          13.Authorizes an Authority to implement a local transactions and  
             use tax, above the state's base 7.25% sales and use tax, and  
             the resolution authorizing the tax may designate the use of  
             the proceeds of the tax.

          14.Authorizes an Authority to issue bonds paid for with  
             Authority proceeds in order to carry out the provisions of  
             this bill.

          15.Authorizes an Authority to exercise the powers of an  
             infrastructure financing district to divert property tax  
             increment revenues and issue bonds to pay for public works.

          16.Allows an Authority to finance infrastructure by issuing  
             bonds and lending the proceeds for public works, working  
             capital, and insurance programs as provided in the Marks-Roos  
             Local Bond Pooling Act.

          17.Requires that all entities that will receive more than  
             $1,000,000 from an Authority, including private developers,  
             must comply with specified prequalification requirements for  
             all construction contracts or subcontracts and allows an  
             Authority to establish additional prequalification  
             requirements.

           Prior legislation  .  This bill is very similar to the final  
          version of last year's SB 1156 (Steinberg, 2012), which Governor  
          Brown vetoed.  The Governor's veto message read in part, "I  
          prefer to take a constructive look at implementing this type of  

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          program once the winding down of redevelopment is complete and  
          General Fund (GF) savings are achieved.  At that time, we will  
          be in a much better position to consider new investment  
          authority.  I am committed to working with the Legislature and  
          interested parties on the important task of revitalizing our  
          communities."

           FISCAL EFFECT  :    Appropriation:  Yes   Fiscal Com.:  Yes    
          Local:  No

          According to the Senate Appropriations Committee:

             Potentially major redirection of local property tax revenues  
             from participating local agencies, excluding schools, to an  
             Authority over a period of decades.  Since this bill  
             prohibits schools from participating, there is no state  
             fiscal impact related to the redirection of local property  
             tax revenues.

             Estimated one-time costs to the Controller's Office in the  
             range of $100,000 to $200,000 (GF) to establish guidelines  
             for periodic financial and performance audits that include  
             provisions for determining compliance with affordable housing  
             requirements as well as secondary review and compliance  
             measures for failure to achieve initial compliance on the  
             regular audit schedule.  (Staff assumes 1.5 to 2 personnel  
             year (PY) of regulatory staff to establish guidelines)

             Estimated ongoing Controller's Office costs in the range of  
             $150,000 (GF) on a periodic basis for accepting audits and  
             reviewing and approving secondary compliance plans submitted  
             by Authorities who fail to comply with initial audit  
             requirements.  (Staff assumes approximately one PY of audit  
             work on a periodic basis)

             Estimated ongoing costs in the range of $150,000 to $200,000  
             (GF) to the DOF to review and approve completed audits on a  
             periodic basis.  This bill requires audits to be submitted to  
             the Controller's Office, DOF, and Joint Legislative Budget  
             Committee, and specifies that the Controller's Office is not  
             required to review and approve completed audits.  (Staff  
             assumes 1.5 to 2 PY of DOF staff would be required to handle  
             this workload to determine compliance with guidelines)


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             Unknown costs to the Department of Industrial Relations  
             (State Public Works Enforcement Fund) to monitor and enforce  
             prevailing wage requirements for Authority projects.  These  
             costs would be reimbursed in arrears by charges on an  
             awarding body or developer for each project.

           SUPPORT  :   (Verified  5/23/13)

          Alameda-Contra Costa Transit District
          American Lung Association in California
          Bridge Housing
          California Association of Realtors
          California Building and Construction Trades, AFL-CIO
          California Coastal Protection Network
          California Federation of Labor, AFL-CIO
          California League of Conservation Voters
          California Special Districts Association
          California State Association of Counties
          California Transit Association
          Cities of West Sacramento and Emeryville
          County of Lassen
          DMB Pacific Ventures
          Emeryville Chamber of Commerce
          Environment California
          Housing California 
          Los Angeles Alliance for a New Economy
          Los Angeles County Federation of Labor, AFL-CIO
          Los Angeles/Orange Counties Building and Construction Trades  
          Council
          Metropolitan Transportation Commission
          Natural Resources Defense Council
          Sacramento Area Council of Governments
          United Food and Commercial Workers, Local 770
          UNITE-HERE, Local 11
          Western Center on Law and Poverty

           OPPOSITION  :    (Verified  5/23/13)

          Air Conditioning Trade Association
          California Federation of Republican Women
          California Taxpayers Association
          Howard Jarvis Taxpayers Association
          Plumbing-Heating-Cooling Contractors Association of California
          Western Electrical Contractors Association

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           ARGUMENTS IN SUPPORT  :    Eliminating redevelopment agencies did  
          not eliminate the need for California communities to build more  
          affordable housing, eliminate blight, foster business activity,  
          clean up contaminated brownfields, and create jobs.  This bill  
          establishes a new approach to local economic development and  
          housing policy that is focused on building sustainable  
          communities and creating high skill, high wage jobs.  This bill  
          fosters collaboration between cities and counties on local  
          economic development efforts and mitigates the zero-sum  
          competition for scarce property tax revenues among cities,  
          counties, and school districts.  This bill offers local  
          governments flexibility by allowing an authority to use a  
          variety of tools, including tax increment financing, Community  
          Redevelopment Law powers, local sales taxes, infrastructure  
                                              financing districts, and the ability to leverage public pension  
          fund investments.

           ARGUMENTS IN OPPOSITION  :    Opponents object to the taxation,  
          bonding, and eminent domain powers that this bill confers to the  
          Authorities.  They are concerned about how high sales tax rates  
          could go up in the project areas and about how Authorities would  
          structure the public votes for such sales tax increases as well  
          as for bonds.  The opponents are also concerned that the  
          imposition of sales taxes of varying levels in many small areas  
          throughout the state could result in significant administrative  
          challenges and compliance problems for small businesses.   
          Finally, they are opposed to assigning eminent domain power to  
          the Authorities.  
           

          AB:k  5/23/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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