BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 264
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          ASSEMBLY THIRD READING
          AB 264 (Mullin)
          As Amended June 2, 2003
          Majority vote 

           EDUCATION           11-0        APPROPRIATIONS      19-5        
           
           ----------------------------------------------------------------- 
          |Ayes:|Goldberg, Plescia, Cohn,  |Ayes:|Steinberg, Berg, Kehoe,   |
          |     |Diaz, Garcia, Hancock,    |     |Corbett, Diaz, Firebaugh, |
          |     |Liu, Mullin,              |     |Goldberg, Leno,           |
          |     |Laird, Reyes, Wyland      |     |Maldonado, Nation, Chan,  |
          |     |                          |     |Nunez, Pacheco, Pavley,   |
          |     |                          |     |Ridley-Thomas, Simitian,  |
          |     |                          |     |Wiggins, Yee, Laird       |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |Nays:|Bates, Daucher, Haynes,   |
          |     |                          |     |Runner, Samuelian         |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Allows a school district to deposit up to 25% of the  
          proceeds of the sale of surplus school real property into the  
          school district general fund.  Specifically,  this bill  :  

          1)Allows a school district to deposit up to 25% of the proceeds  
            of the sale of surplus school real property, excluding any  
            interest earned thereon, into the school district general fund  
            and to use those proceeds for any one-time expenditure of the  
            school district, including, but not limited to, the costs of  
            temporary employees, if all of the following criteria are met:

             a)   The school district has an enrollment of fewer than  
               11,000 pupils;

             b)   The school district has experienced declining enrollment  
               for each school year from 1999-2000 to 2002-03, inclusive;  
               and,

             c)   The proceeds are from the sale of school district real  
               property that occurred between July 1, 1997, and June 30,  
               2000, inclusive.

          2)Specifies that the deposit of proceeds in the school district  
            general fund as defined does not disqualify the school  








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            district from eligibility for state funding under the Leroy F.  
            Greene School Facilities Act.

          3)Requires the State Allocation Board (SAB) to reduce an  
            apportionment of hardship assistance awarded to a school  
            district by an amount equal to the amount of any proceeds from  
            the sale of surplus property used for a one-time expenditure  
            of the school district for five years following the  
            expenditure.

          4)Defines 'sale' for the purposes of this measure to include,  
            but is not limited to, a lease of surplus property with an  
            option to purchase.

          5)Specifies that the provisions of this measure shall remain in  
            effect only until January 1, 2005, and as of that date is  
            repealed, unless a later enacted statute that is enacted  
            before January 1, 2005, deletes or extends that date.


           EXISTING LAW  :

          1)Requires that funds from the sale of surplus school real  
            property be used for capital outlay or for costs of  
            maintenance of prescribed school district property. 

          2)Allows that proceeds from a lease of a school district  
            property with an option to purchase may be deposited into a  
            restricted fund for the routine repair of district facilities  
            for up to a five-year period.

          3)Permits a school district to deposit proceeds from a sale of  
            school district property or lease of a school district  
            property with an option to buy in its general fund for use for  
            any general fund purpose if the school district governing  
            board and SAB have determined that the district has no  
            anticipated need for additional sites or building construction  
            for the five-year period following the sale or lease; and that  
            the district has no major deferred maintenance requirements.

          4)Requires SAB, under the Leroy Green Act, to allocate to  
            applicant school districts prescribed per-unhoused-pupil state  
            funding for construction and modernization of school  
            facilities.









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          5)Allows school districts to establish a Deferred Maintenance  
            Fund (DMF) for the purpose of specified major repair or  
            replacement of school facilities.  SAB is required to  
            apportion, utilizing a specified formula, matching funds to  
            school districts for DMF.

          6)Defines major maintenance, for the purpose of certifying that  
            a school district has publicly approved an ongoing and major  
            maintenance plan as required for state school facility project  
            funding, as all actions necessary to keep roofing, siding,  
            painting, floor and window coverings, fixtures, cabinets,  
            heating and cooling systems, landscaping, fences, and other  
            items designated by the governing board of the district in  
            good repair.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, unknown school bond pressure likely in the millions.

           COMMENTS  :  The author contends that as California faces an  
          unprecedented fiscal crisis, it is necessary for the state and  
          local agencies to examine the priorities that are essential to  
          the core of each agency's function.  Public schools maintaining  
          kindergarten and grades 1 to 12, inclusive, must be given relief  
          from restrictive and costly state mandates so that school  
          districts will have the operational and fiscal flexibility to  
          manage their budgets within the context of the current budget  
          crisis.

          According to the author, the provisions in current law make the  
          assumption that if a school district utilizes funds derived from  
          the sale of school property for general fund purposes, they do  
          not have any deferred maintenance needs and therefore should not  
          receive any DMF grants the next five years.  The author believes  
          this assumption is not true, as many schools have deferred  
          maintenance needs that extend beyond that which is immediately  
          required, but nonetheless still are critical needs. This bill  
          acknowledges that schools will continue to have deferred 




          maintenance needs, but in times of extraordinary budget  
          constraints, school districts should be allowed to utilize a  
          portion of available funds to prevent cuts to programs without  
          loss of any future DMF grants.








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           Analysis Prepared by  :    Mavonne Garrity / ED. / (916) 319-2087 




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