BILL ANALYSIS                                                                                                                                                                                                    



                                                                 
           AB 264
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 264 (Mullin)
          As Amended September 8, 2003
          Majority vote
           
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          |ASSEMBLY:  |77-0 |(June 4, 2003)  |SENATE: |36-0 |(September 9,  |
          |           |     |                |        |     |2003)          |
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           Original Committee Reference:    ED.  

           SUMMARY  :  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, except for salaries and benefits, if  
          certain criteria are met.

           The Senate amendments  :

          1)Delete the provision allowing specified surplus property sale  
            funds to be used for the costs of temporary employees.

          2)Specify that the State Allocation Board (SAB) shall review and  
            may disapprove the determination of the governing board of a  
            school district that property is surplus property if any of  
            the proceeds from the sale of that property are used for  
            purposes other than capital outlay or maintenance costs.

           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  








                                                                 
           AB 264
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            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.

          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.

           AS PASSED BY THE ASSEMBLY  , this bill allowed 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.  

          FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, unknown, potentially multi-million dollar school  
          facility bond cost pressure.

           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  








                                                                 
           AB 264
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          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.


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


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