BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                    AB 2556


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          (Without Reference to File)





          CONCURRENCE IN SENATE AMENDMENTS


          AB  
          2556 (Nazarian)


          As Amended  August 19, 2016


          Majority vote


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          |ASSEMBLY:  |76-0  |(May 19, 2016) |SENATE: |39-0  |(August 25,      |
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          Original Committee Reference:  H. & C.D.


          SUMMARY:  Requires, in cases where a proposed development is  
          replacing affordable housing units, a jurisdiction to apply a  
          rebuttable presumption regarding the number and type of  
          affordable housing units necessary for density bonus  
          eligibility.  Specifically, this bill:


          1)Requires, if the income of the household that occupies the  
            unit is not known, it to be rebuttably presumed that  
            lower-income renter households occupied these units in the  
            same proportion of lower-income renter households to all  
            renter households within the jurisdiction, as determined by  








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            the most recently available data from the United States (U.S.)  
            Department of Housing and Urban Development's (HUD)  
            Comprehensive Housing Affordability Strategy database.  
          2)Requires, for unoccupied units in a development with occupied  
            units, replacement units to be made available at affordable  
            rent or affordable housing cost to, and occupied by, persons  
            and families in the same or lower income category as the last  
            household in occupancy.  If the income category of the last  
            household in occupancy is not known, it shall be rebuttably  
            presumed that lower income renter households occupied these  
            units in the same proportion of lower income renter households  
            to all renter households within the jurisdiction, as  
            determined by the most recently available data from HUD's  
            Comprehensive Housing Affordability Strategy database. 


          3)Requires, in cases where all dwelling units have been vacated  
            or demolished within the five-year period preceding the  
            density bonus application and the incomes of the occupants at  
            the high point of the affordable units is not known, that it  
            be rebuttably presumed that low-income and very low-income  
            renter households occupied these units in the same proportion  
            of low-income and very low-income renter households to all  
            renter households within the jurisdiction, as determined by  
            the most recently available data from HUD's Comprehensive  
            Housing Affordability Strategy database.  


          4)Allows a city or county, in cases where a proposed development  
            is replacing existing affordable units, for any dwelling unit  
            that is or was, within the five-year period preceding the  
            density bonus application, subject to a form of rent or price  
            control through a local government's valid exercise of police  
            power and that is or was occupied by persons of families above  
            lower income, to do either of the following:


             a)   Require that the replacement units be made available at  
               affordable rent or affordable housing cost to, and occupied  
               by low-income persons or families.  If the replacement  
               units will be rental dwelling units, these units shall be  
               subject to a recorded affordability restriction for at  








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               least 55 years.  If the proposed development is for-sale  
               units, the units replaced shall be subject to existing law.


             b)   Require that units be replaced in compliance with the  
               jurisdiction's rent- or price-control ordinance, provided  
               that each affordable rental unit, including those that were  
               vacated or demolished in the five years leading to the  
               application, is replaced.  Unless otherwise required by the  
               jurisdiction's rent or price control ordinance, these units  
               shall not be subject to a recorded affordability  
               restriction.


          5)Specifies that the proposed housing development shall provide  
            at least the same number of replacement units of equivalent  
            size. 


          6)Defines "equivalent size" as the replacement units containing  
            at least the same total number of bedrooms as the units being  
            replaced.


          7)Incorporates chaptering out amendments, proposed by AB 2442  
            (Holden) and AB 2501 (Bloom) of the current legislative  
            session, that would become operative only if this bill and  
            either or both of those bills are chaptered and become  
            effective on or before January 1, 2017, and this bill is  
            chaptered last.


          8)States that no reimbursement is required because a local  
            agency has the authority to levy service charges, fees, or  
            assessments sufficient to pay for the program or level of  
            service mandated by this act.


          The Senate amendments:


          1)Require, if a unit must be replaced and the income of the  








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            occupant is not known, it to be rebuttably presumed that  
            lower-income renter households occupied these units in the  
            same proportion of lower-income renter households to all  
            renter households within the jurisdiction, as determined by  
            the most recently available data from HUD's Comprehensive  
            Housing Affordability Strategy database.  
          2)Require, for unoccupied units in a development with occupied  
            units, replacement units to be made available at affordable  
            rent or affordable housing cost to, and occupied by, persons  
            and families in the same or lower income category as the last  
            household in occupancy.  If the income category of the last  
            household in occupancy is not known, it shall be rebuttably  
            presumed that lower income renter households occupied these  
            units in the same proportion of lower income renter households  
            to all renter households within the jurisdiction, as  
            determined by the most recently available data from HUD's  
            Comprehensive Housing Affordability Strategy database. 


          3)Require, in cases where all dwelling units have been vacated  
            or demolished within the five-year period preceding the  
            density bonus application and the incomes of the occupants at  
            the high point of the affordable units is not known, that it  
            be rebuttably presumed that low-income and very low-income  
            renter households occupied these units in the same proportion  
            of low-income and very low-income renter households to all  
            renter households within the jurisdiction, as determined by  
            the most recently available data from HUD's Comprehensive  
            Housing Affordability Strategy database.  


          4)Specify that the proposed housing development shall provide at  
            least the same number of replacement units of equivalent size.  



          5)Define "equivalent size" as the replacement units containing  
            at least the same total number of bedrooms as the units being  
            replaced.


          6)Incorporate chaptering out amendments, proposed by AB 2442  








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            (Holden) and AB 2501 (Bloom), that would become operative only  
            if this bill and either or both of those bills are chaptered  
            and become effective on or before January 1, 2017, and this  
            bill is chaptered last.


          7)Make technical, clarifying changes.


          FISCAL EFFECT:  According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.


          COMMENTS:  To help address California's affordable housing  
          shortage, the Legislature enacted density bonus law to encourage  
          the development of more affordable units.  Under current law, a  
          city or county must grant a density bonus, concessions and  
          incentives, prescribed parking requirements, as well as waivers  
          of development standards upon a developer's request when the  
          developer includes a certain percentage of affordable housing in  
          a housing development project.  


          Density bonus law was originally enacted in 1979, but has been  
          changed numerous times since.  SB 1818 (Hollingsworth), Chapter  
          928, Statutes of 2004, made significant changes to the law,  
          including reducing the number of housing units required to be  
          provided at below market rate in order to qualify for a  density  
          bonus.  


          AB 2222 (Nazarian), Chapter 682, Statutes of 2014, encouraged  
          the preservation of existing affordable units by prohibiting an  
          applicant from receiving a density bonus, incentive, or  
          concession if a proposed housing development or condominium  
          project is located on property where dwelling units have, at any  
          time in the five-year period preceding the application, been  
          occupied by very low- or lower-income households or subject to  
          rent control.  An applicant may overcome this prohibition by at  
          least replacing all of the existing affordable units with units  
          of equivalent affordability, size and/or type. 









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          In implementing the provisions of AB 2222, cities, housing  
          advocates, and developers have discovered several places where  
          the law needs clarification.  AB 2222 did not address how to  
          determine the number of units that have to be replaced when  
          resident income information is not known.  This bill provides a  
          method for making this determination, and Senate amendments  
          require that local governments use a rebuttable presumption  
          based on the most recently available data from HUD's  
          Comprehensive Housing Affordability Strategy database.   
          According to HUD, "Each year, HUD receives custom tabulations of  
          American Community Survey (ACS) data from the U.S. Census  
          Bureau.  These data, known as the "CHAS" data, demonstrate the  
          extent of housing problems and housing needs, particularly for  
          low income households.  The CHAS data are used by local  
          governments to plan how to spend HUD funds, and may also be used  
          by HUD to distribute grant funds."


          Senate amendments specify that the proposed housing development  
          shall provide at least the same number of replacement units of  
          equivalent size, and define "equivalent size" as the replacement  
          units containing at least the same total number of bedrooms as  
          the units being replaced.  Senate amendments also make a number  
          of technical, clarifying changes, and incorporate chaptering out  
          amendments with changes proposed by AB 2442 (Holden) and AB 2501  
          (Bloom).


          Additionally, AB 2222 did not provide guidance on what the rent  
          level for the replacement unit should be in cases where the  
          current occupant of the rent-controlled unit is not  
          lower-income, for example due to wage increases.  This bill  
          allows cities to require that these units be replaced either  
          with deed-restricted units affordable to low-income families or  
          with other rent-controlled units.  Although a jurisdiction  
          cannot mandate that rent control apply to new developments, in  
          this case developers may voluntarily choose to comply and offer  
          units rent-controlled units if they are seeking a density bonus  
          for their project.  For developers, one benefit of  
          rent-controlled units relative to affordable units is that the  
          former generally include an escalator for rent increases. 








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          Purpose of the bill:  According to the author, "There is a need  
          to clarify language in AB 2222.  This bill maintains the intent  
          of AB 2222 in requiring developers to replace affordable units  
          while providing greater clarity for developers and local  
          governments in meeting replacement requirements.  AB 2556  
          recognizes that adequate affordable housing is an issue of  
          statewide concern.  This bill preserves and promotes the supply  
          of affordable units for years to come."


          Analysis Prepared by:                                             
                          Rebecca Rabovsky / H. & C.D. / (916) 319-2085     
                                                                  FN:  
          0004847