BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                            



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                                 UNFINISHED BUSINESS


          Bill No:  SB 416
          Author:   Liu (D), et al.
          Amended:  9/3/13
          Vote:     27

           
           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  11-0, 4/23/13
          AYES:  DeSaulnier, Gaines, Beall, Cannella, Galgiani, Hueso,  
            Lara, Liu, Pavley, Roth, Wyland

           SENATE APPROPRIATIONS COMMITTEE  :  7-0, 5/23/13
          AYES:  De León, Walters, Gaines, Hill, Lara, Padilla, Steinberg

           SENATE FLOOR  :  39-0, 5/29/13
          AYES: Anderson, Beall, Berryhill, Block, Calderon, Cannella,  
            Corbett, Correa, De León, DeSaulnier, Emmerson, Evans, Fuller,  
            Gaines, Galgiani, Hancock, Hernandez, Hill, Hueso, Huff,  
            Jackson, Knight, Lara, Leno, Lieu, Liu, Monning, Nielsen,  
            Padilla, Pavley, Price, Roth, Steinberg, Torres, Walters,  
            Wolk, Wright, Wyland, Yee
          NO VOTE RECORDED: Vacancy

           ASSEMBLY FLOOR  :  Not available


           SUBJECT  :    Surplus residential property

           SOURCE  :     Author


           DIGEST  :    This bill makes a number of changes to the Roberti  
          Act, which governs the sale of surplus property in the SR 710  
          corridor, including authorization for the Department of  
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          Transportation (Caltrans) to sell properties in an "as-is"  
          condition to specified income-qualified persons.  The bill also  
          requires the proceeds from the sale of those properties to be  
          deposited into a newly created continuously appropriated fund,  
          rather than the State Highway Account, for purposes of providing  
          repairs to remaining properties until the last property is sold.  
           

           Assembly Amendments  (1) provide that the selling agency may  
          commence the sales of the properties that former tenants may  
          possess a right to purchase 30 days if it has provided specified  
          notices, (2) limit the total funds that can be maintained in the  
          account to $500,000, (3) specify the funds are to be used to  
          exclusively fund projects located in specified communities, and  
          (4) require that the preliminary project alternative referred to  
          as Alternative F-6 in the December 2012 Alternative Analysis  
          Report of the Los Angeles County Metropolitan Transportation  
          Authority (MTA), for purposes of the California Environmental  
          Quality Act, no longer be deemed a feasible alternative for  
          consideration in any state environmental review process for the  
          Interstate 710 North Gap Closure project, State Clearinghouse  
          number 1982092310.

           ANALYSIS  :    Existing law identifies the California state  
          highway system through a description of segments of the state's  
          regional and interregional roads that Caltrans owns and  
          operates.  Under current law, whenever Caltrans determines that  
          any real property acquired for highway purposes is no longer  
          necessary, it may sell or exchange the property upon terms,  
          standards, and conditions established by the California  
          Transportation Commission (Commission).  Proceeds from the sale  
          are returned to the State Highway Account.  

          For decades, Caltrans has proposed the SR 710 extension project  
          to close a roughly 4.5-mile unconstructed gap in the freeway  
          from just north of SR 10 in Los Angeles to SR 210 in Pasadena.   
          This gap affects the cities of Alhambra, Pasadena, South  
          Pasadena, and a portion of Los Angeles.  The project has been in  
          the planning stage since 1953 for a variety of reasons related  
          to the federal environmental review process.  Caltrans is  
          currently considering several options for moving forward,  
          including building a tunnel instead of a freeway or not building  
          anything at all.  By 2014, Caltrans plans to identify how it  
          intends to proceed.  Caltrans currently owns 460 properties with  

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          the originally proposed right-of-way, which include 330  
          single-family homes and 103 multifamily housing units.   

          Existing law, known as the Roberti Act, establishes priorities  
          and procedures for the disposition of surplus residential  
          properties in the SR 710 corridor.  Under the act, Caltrans must  
          offer surplus property in the following priority order:

           First, at market rate to a former owner who currently occupies  
            the property.  

           Second, at an affordable price to a current low- or  
            moderate-income occupant who meets minimum length of occupancy  
            thresholds.  For these income-qualified buyers, Caltrans must  
            provide repairs required by lenders and government housing  
            assistance programs or provide the occupants with a  
            replacement dwelling.  

           Third, to entities that provide affordable housing at a price  
            necessary to make the housing affordable to present tenants  
            and households of low or moderate income.  

           Fourth, at market rate to occupants and then to persons who  
            intend to be owner-occupants.  

          This bill makes a number of changes to the Roberti Act governing  
          the sale of surplus properties in the SR 710 corridor.   
          Specifically, the bill:

           1. Requires the fair market value price that Caltrans offers to  
             non-income qualified buyers to reflect the "as-is" condition  
             of the property, taking into account any repairs required to  
             make the property safe and habitable. 

           2. Allows Caltrans, at the request of an income-qualified  
             person, to offer a residence or property for sale in an  
             "as-is" condition. 

           3. With respect to market-rate residential sales, gives first  
             priority only to tenants in good standing with all rent  
             current and paid in full, rather than any tenant, and second  
             priority to former occupants who were in good standing at the  
             time they left the home, with priority given to the most  
             recent tenants first, before the home can be offered to  

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             purchasers who intend to be owner-occupants. 

           4. Specifies that the selling agency may commence the sales of  
             properties that former tenants may possess a right to  
             purchase 30 days after the selling agency has done both of  
             the following: 

           5. Posted information regarding the sales on the selling  
             agency's Web site and; 

           6. Made a good faith effort to provide written notice, by  
             first-class mail, to the last known address of each former  
             tenant. 

           7. With respect to non-residential properties, gives tenants in  
             good standing priority to purchase the property at fair  
             market value. 

           8. Creates the SR 710 Rehabilitation Account and requires  
             Caltrans to deposit proceeds from sales of SR 710 properties  
             into the account. 

           9. Limits the total funds that can be maintained in the account  
             to $500,000, and specifies that funds exceeding that amount,  
             less any reimbursements due to the federal government, shall  
             be transferred to the State Highway Account to be used for  
             allocation by the Commission exclusively to fund projects  
             located in Pasadena, South Pasadena, Alhambra, La Canada  
             Flintridge, and the 90032 postal ZIP Code. 

           10.Specifies that projects shall be selected and prioritized by  
             the affected communities in consultation with the MTA  
             pursuant to guidelines developed by the Commission. 

           11.Requires MTA to submit a proposed program of projects and  
             gives the Commission final authority to approve the projects.  


           12.Specifies that eligible projects include, but are not  
             limited to, sound walls; transit; rail capital improvements;  
             bikeways; pedestrian improvements; signal synchronization;  
             left turn signals; and major street resurfacing,  
             rehabilitation, and reconstruction. 


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           13.Appropriates, continuously, funds in the SR 710  
             Rehabilitation Account for the purpose of making required  
             repairs to homes being purchased by income-qualified  
             residents, and requires any funds exceeding the amount needed  
             for repairs to be transferred to the State Highway Account. 

           14.Prohibits funds from the sale of surplus properties in the  
             SR 10 corridor from being used to advance or construct any  
             proposed North State Route 710 tunnel. 

           15.Requires that any funds remaining in the SR 710  
             Rehabilitation Account after the last property is repaired,  
             less any reimbursements due to the federal government, be  
             transferred to the State Highway Account to be used  
             exclusively for eligible projects in the specified  
             communities. 

           16.Requires that the preliminary project alternative referred  
             to as Alternative F-6 in the December 2012 Alternative  
             Analysis Report of the MTA, for purposes of the California  
             Environmental Quality Act, no longer be deemed a feasible  
             alternative for consideration in any state environmental  
             review process for the Interstate 710 North Gap Closure  
             project, State Clearinghouse number 1982092310. 

           Comments
           
          According to the author, the Bureau of State Audits has cited  
          Caltrans a number of times over the years for poor performance  
          as a real estate manager and landlord.  The author believes this  
          is a role outside of the Caltrans' primary mission and one that  
          Caltrans is not anxious to continue.  Given that a surface route  
          is no longer under consideration, the most expeditious means of  
          taking Caltrans out of the real estate management business is to  
          sell the properties.  This will restore community integrity and  
          have the added advantage of returning the properties to private  
          ownership and to the local tax rolls.

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

          According to the Senate Appropriations Committee:

           Diversion of over $200 million in SR 710 home sales proceeds  

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            from the State Highway Account to the SR 710 Rehabilitation  
            Account, likely beginning in 2014-15 and ending when all  
            surplus residential properties in the corridor are sold.  The  
            total magnitude of the diversion depends upon how much is  
            needed annually for home repairs.  Senate Appropriations  
            Committee staff assumes that approximately $500,000 annually  
            could be dedicated for repairs, and the remainder would be  
            used to fund unspecified "eligible projects" in cities of the  
            SR 710 corridor.  Absent the bill, all proceeds from the sale  
            of surplus properties are deposited in the State Highway  
            Account for use on other state highway system projects.

           Indeterminable fiscal impact related to the authorization to  
            sell properties to income-qualified persons in an "as-is"  
            condition.  Caltrans indicates that each home sold "as-is"  
            would result in up-front cost avoidance of approximately  
            $68,000 related to avoided repairs, but also result in a lower  
            property value and sale price.  Since the number of homes that  
            will be sold in an "as-is" condition and the resulting  
            decrease in property value at the time of sale is unknown, the  
            overall fiscal impact is indeterminable.




          JA:nl  9/6/13   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  NONE RECEIVED

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