BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  SB 1421
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          Date of Hearing:   June 25, 2014

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Joan Buchanan, Chair
                     SB 1421 (Fuller) - As Amended:  May 27, 2014

           SENATE VOTE  :   33-1
           
          SUBJECT  :   School facilities: schoolsites on military bases

           SUMMARY  :   Authorizes the State Allocation Board (SAB), if  
          requested by an applicant, to give priority on its "Applications  
          Received Beyond Bond Authority List" to applications submitted  
          before May 1, 2014, for funding under the School Facility  
          Program (SFP) for projects on military installations that are  
          eligible for United States Department of Defense (DoD) Office of  
          Economic Adjustment school construction grants.  Specifies that  
          a school district that requests priority for an application  
          pursuant to this bill shall not apply for school facilities  
          state bond funds for the three years after the date the SAB  
          grants priority to the applicant.  

           EXISTING LAW  :

          1)Establishes the Leroy F. Greene School Facilities Act of 1998  
            (SB 50, Chapter 407, Statutes of 1998), also known as the SFP,  
            which governs the administration, allocation, and use of state  
            school facilities bond funds.  (Chapter 12.5 of the Education  
            Code (EC))

          2)Provides that a school district's ongoing eligibility for new  
            construction funding is determined by making calculations  
            related to certain factors, including, but not limited to,  
            enrollment projections by utilizing a cohort survival  
            enrollment projection system, the number of students that may  
            be adequately housed in the existing school building capacity  
            of the district, and increases or decreases in enrollment  
            resulting from receipt of funding from the Year-Round School  
            Grant Program.  

          3)Provides that a school district is eligible to receive an  
            apportionment for the modernization of a permanent school  
            building that is more than 25 years old or a portable  
            classroom that is at least 20 years old.  A school district is  
            eligible to receive an additional apportionment for  








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            modernization of a permanent school building every 25 years  
            after the date of the previous apportionment or a portable  
            classroom every 20 years after the previous apportionment.

           FISCAL EFFECT  :   According to the Senate Appropriations  
          Committee:

          1)Regulations: Likely minor costs to the Office of Public School  
            Construction (OPSC) to develop regulations to determine how to  
            prioritize military base schools.

          2)Priority funding: Prioritizing SFP bond funding for certain  
            military base school projects, could result in schools being  
            given priority for $5 million in bond funding for which they  
            would not otherwise be eligible, and which would otherwise  
            fund other schools' facilities projects. 

           COMMENTS  :  The construction and rehabilitation of public  
          kindergarten through grade 12 (K-12) facilities are funded by a  
          combination of state and local G.O. bonds, developer's fees and  
          local assessments, such as Mello Roos community facilities  
          districts.  The SAB, comprised of ten members that include  
          appointments by the Governor, the Speaker of the Assembly and  
          the Senate President pro Tem, is the body that allocates state  
          bond funds and oversees the administration of the SFP staffed by  
          the OPSC, within the Department of General Services.  The New  
          Construction program requires a 50% match from local educational  
          agencies (LEAs), unless the LEA qualifies for financial  
          hardship, which pays up to 100% of project costs.  Modernization  
          funds are awarded at 60% with a 40% match.  The last education  
          bond on the statewide ballot was Proposition 1D, which was  
          passed by voters on the November 2006 ballot.  Proposition 1D  
          provided $10.416 billion for K-12 and higher education  
          facilities.

           K-12 remaining bond authority  .  Due to the state's budget crisis  
          and poor credit ratings, the Pool Money Investment Board halted  
          the regular sale of all G.O. bonds in December 2008 and slowed  
          the disbursement of funds.  The SAB has been making "unfunded  
          approvals" since 2009 to enable districts to continue their  
          facilities planning.  The unfunded approvals are converted to  
          apportionments when bonds are sold and cash becomes available.  

          According to the OPSC, as of March 26, 2014, approximately $300  
          million remains in bond authority from the 2002, 2004, and 2006  








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          bonds.  The majority of the $300 million is set aside for  
          seismic and charter school projects.  Funds for the New  
          Construction and Modernization programs have been exhausted  
          since July and May, 2012, respectively.  

          Applications that were submitted after bond authority ran out  
          were initially placed on the "Unfunded Approval - Lack of  
          Authority" list.  These applications, totaling 195 with a cost  
          of $390 million, are reviewed and processed by OPSC.  They may  
          be eligible for funding if funds are returned to the program as  
          a result of project rescissions or savings.  Beginning November  
          2012, the SAB established a "Received Beyond Existing Authority"  
          list.  The applications on this list are not reviewed, but are  
          simply acknowledged that the applications were received.  As of  
          April 30, 2014, there are 65 projects with an estimated $256  
          million in requests for New Construction and 127 Modernization  
          projects with an estimated $205 million requested on the  
          "Received Beyond Existing Authority" list.  There is no  
          guarantee that projects on either the "Unfunded Approval - Lack  
          of Authority" or "Received Beyond Existing Authority" list will  
          receive funding.    

           This bill  authorizes the SAB to give priority to an application  
          received before May 1, 2014 on the "Received Beyond Existing  
          Authority" list, for a project that is eligible for DoD school  
          construction grants.  The bill prohibits a school district that  
          receives priority for funding pursuant to this bill from  
          applying for state bond funds for three years after the date the  
          SAB grants priority for state bond funds.

           DoD Public Schools on Military Installations Grant Program  .   
          Congress allocated a total of $770 million - $250 million in  
          2011, $250 million in 2012, and $270 million in 2013 - for the  
          construction, renovation, repair or expansion of public schools  
          on military installations.  In 2010, the DoD conducted an  
          assessment of the almost 160 schools on military installations  
          and established a priority list based on schools with the  
          greatest need.  California has 10 schools located in six school  
          districts in the top 33 of the "Public Schools on Military  
          Installations Priority" list, eligible for a total of $242.2  
          million in federal funds.  The schools are required to provide a  
          20% match.  The match can come from local funds or state funds.   
          According to the California Department of Education, the DoD has  
          not been willing to waive the match requirement.  If the match  
          is not produced, California schools will not be able to take  








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          advantage of these federal funds.  Thus far, it appears that  
          only one project has local matching funds from local bonds.   
          Four projects have eligibility for state bond funds, but only  
          one project has enough eligibility to cover most of its match.   
          California's state bond program, however, has run out of New  
          Construction and Modernization funds.  Even if funds are  
          available, the SFP does not authorize funding for this purpose.   
          The LEA may incorporate the projects in a New Construction or  
          Modernization application if it has eligibility for those  
          programs.



           ------------------------------------------------------------------- 
          |INSTALLATION|DISTRICT   |NAME OF  |TOTAL     |FEDERAL    |LOCAL    |
          |            |           |SCHOOL   |PROJECT   |ELIGIBILITY|MATCH    |
          |            |           |         |COST      |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Naval Air   |Sierra     |Murray   |$39.5     |$31.6      |$7.9     |
          |Weapons     |Sands      |Middle   |million   |million    |million  |
          |Station     |Unified    |         |          |           |         |
          |China Lake  |           |         |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Edwards Air |Muroc      |Branch   |$27.3     |$21.8      |$5.5     |
          |Force Base  |Joint      |Elementar|million   |million    |million  |
          |            |Unified    |y        |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Naval Air   |Sierra     |Burroughs|$31.9     |$25.5      |$6.4     |
          |Weapons     |Sands      | High    |million   |million    |million  |
          |Station     |Unified    |         |          |           |         |
          |China Lake  |           |         |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Camp        |Fallbrook  |Mary     |$47       |$37.6      |$9.4     |
          |Pendleton   |Union      |Faye     |million   |million    |million  |
          |            |           |Pendleton|          |           |         |
          |            |           |         |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Camp        |Fallbrook  |San      |$43       |$34.5      |$8.6     |
          |Pendleton   |Union      |Onofre   |million   |million    |million  |
          |------------+-----------+---------+----------+-----------+---------|
          |Naval Base  |San Diego  |Miller   |$20       |$16        |$4       |
          |San Diego   |Unified    |Elementar|million   |million    |million  |
          |            |           |y        |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Travis Air  |Travis     |Scandia  |$13.6     |$10.9      |$2.7     |








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          |Force Base  |Unified    |Elementar|million   |million    |million  |
          |            |School     |y        |          |           |         |
          |            |District   |         |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Naval Air   |Central    |Akers    |$21       |$16.9      |$4.2     |
          |Station     |Union      |         |million   |million    |million  |
          |Lemoore     |           |         |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Naval Base  |San Diego  |Hancock  |$24       |$19.2      |$4.8     |
          |San Diego   |Unified    |Elementar|million   |million    |million  |
          |            |           |y        |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Edwards Air |Muroc      |Desert   |$35.2     |$28.2      |$7       |
          |Force Base  |Joint      |Junior-Se|million   |million    |million  |
          |            |Unified    |nior     |          |           |         |
          |            |           |High     |          |           |         |
          |------------+-----------+---------+----------+-----------+---------|
          |Total       |           |         |$302.5    |$242.2     |$60.5    |
          |            |           |         |million   |million    |million  |
           ------------------------------------------------------------------- 


           This bill  does not create a new program for these 10 schools.   
          The bill allows an application on the "Received Beyond Existing  
          Authority" list to be given priority for funding.  Of the 10  
          projects, one project, from Burroughs High School, in Sierra  
          Sands Unified School District in Kern county, has submitted an  
          application for $5 million under the "Unfunded Approval - Lack  
          of Authority" list.  The application is based on eligibility the  
          district currently has and is not provided for the purpose of  
          providing a match for the federal funds.  Since the bill is  
          intended to expedite the funding of this project, staff  
          recommends correcting the citation of the list.    

          The application is currently 14th on the list, with projects  
          totaling $31.6 million ahead of this application.  The effect of  
          this bill is to enable this project to be funded ahead of other  
          projects.  It is unclear whether the SAB is authorized to fund  
          this project ahead of other projects on the regular "Unfunded  
          Approvals" list, which are approved projects waiting for cash,  
          or simply ahead of the other projects on the "Unfunded Approval  
          - Lack of Authority" list.  Staff recommends clarifying that the  
          priority is within the "Unfunded Approval - Lack of Authority"  
          list with the exception of Facility Hardship applications  
          addressing health and safety problems.  The Committee may wish  








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          to consider whether the ability to leverage $25.5 million in  
          federal funds is worthy of funding this project ahead of others  
          should funds become available.  Funds may become available  
          through the transfer of funds from the High Performance or  
          Career Technical Education programs pursuant to action taken in  
          the fiscal year 2014-15 Budget.  AB 1473 (Committee on Budget)  
          and SB 869 (Committee on Budget), both budget trailer bills,  
          require any funds remaining after January 1, 2015 in those two  
          programs to be transferred to the New Construction and  
          Modernization programs.  There is currently approximately $37  
          million in bond authority remaining in those programs.        

          The bill specifies that the SAB may grant priority for funding  
          even if the district does not hold title to the property or if  
          the property is not leased from another governmental property,  
          as specified.  Staff recommends striking this provision as these  
          conditions are not applicable to this project.   

           Arguments in support  .  The author states, "This bill aims at  
          providing matching funding for those schools located on military  
          bases that have been approved for the Department of Defense  
          Office of Economic Assessment School Construction Grant.   
          Currently California has 10 schools districts that the DOD has  
          determined as having the most serious condition and or capacity  
          deficiencies in the entire country.  Due to the fiscal  
          challenges of being in remote, small communities, these schools  
          need assistance with the 20% match requirement before they may  
          begin their construction needs. The bases these schools are  
          located on do not generate property tax revenue for the local  
          school district -- a district that serves a highly transient  
          population of children with significant stresses."

           Arguments in opposition  .  The Coalition for Adequate School  
          Housing opposes the bill and states, "The SFP is built upon the  
          tenet of first-come, first serve, and there are very limited  
          state bond dollar resources available to fund applications that  
          have already been approved by the SAB.  We are concerned that  
          this bill would give military base school projects precedence  
          over other projects that are already in line for funding,  
          thereby displacing some projects that are currently slated to  
          receive state bond dollars."    

           REGISTERED SUPPORT / OPPOSITION  :

           Support 








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          California Teachers Association
          Commanding Officer, Naval Air Station Lemoore, CA, Captain Monty  
          Ashliman
          Mayor of Ridgecrest, Daniel Clark
           
            Opposition 
           
          Coalition for Adequate School Housing

           Analysis Prepared by  :    Sophia Kwong Kim / ED. / (916) 319-2087