BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                   AB 304|
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                                 THIRD READING


          Bill No:  AB 304
          Author:   Mullin (D)
          Amended:  9/4/03 in Senate
          Vote:     21

           
           SENATE HOUSING & COMM. DEV. COMMITTEE  :  6-2, 6/16/03
          AYES:  Ducheny, Alarcon, Cedillo, Dunn, Florez, Torlakson
          NOES:  Hollingsworth, Ackerman


           SENATE APPROPRIATIONS COMMITTEE  :  7-4, 8/18/03
          AYES:  Alpert, Bowen, Escutia, Karnette, Machado, Murray,  
            Speier
          NOES:  Battin, Aanestad, Ashburn, Poochigian
          NO VOTE RECORDED:  Burton, Johnson

           ASSEMBLY FLOOR  : 46-27, 5/8/03 - See last page for vote


           SUBJECT  :    Housing:  downpayment assistance and guaranty  
          insurance

           SOURCE  :     The California Neighborworks Network


           DIGEST  :    This bill raises the limits on downpayment  
          assistance available to home buyers through the Housing in  
          Revitalization Areas Program and the Extra Credit Teachers  
          Program both administered by the California Housing Finance  
          Agency.  The bill also makes changes to the California  
          Housing Loan Insurance Fund.

           Senate Floor Amendments  of 9/4/03 remove the reference to  
                                                           CONTINUED





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          using Proposition 46 funds for insuring mortgages on  
          multifamily housing, thereby limiting the use of these  
          funds to insurance for single family homes.

           Senate Floor Amendments  of 8/27/03 (1) allow the California  
          Housing Finance Agency to provide mortgage insurance to  
          homebuyers making more than 120 percent of the area median  
          income if necessary to meet the requirements for  
          participation in an affordable housing program or product  
          offered by Fannie Mae or Freddie Mac, and (2) make other  
          clean-up amendments to the codes relating to the agency's  
          mortgage insurance program.

           ANALYSIS  :    Created in 1975, the California Housing  
          Finance Agency (CHFA) serves as the state's mortgage bank  
          to provide below market rate mortgage financing to meet the  
          housing needs of low to moderate income families.

          In addition to providing below market rate mortgage loans,  
          CHFA also provides deferred "silent second" loans for up to  
          three percent of the home purchase price to income-eligible  
          first-time homebuyers under the California Homebuyer  
          Downpayment Assistance Program (CHDAP).  

          Proposition 96, the Housing and Emergency Shelter Trust  
          Fund  Act of 2002, provided $130 million for this program.   
          The Act allocated $25  million for downpayment assistance  
          to fund part of the Extra Credit Teacher Home Purchase  
          Program.  The bond's proceeds are available to assist  
          teachers and other school personnel who are first-time low-  
          and moderate-income homebuyers by utilizing existing  
          mortgage financing.  Under existing law, assistance is  
          limited to $7,500 or three percent of the home sales price.  
           The Act reserved $12.5 million of these funds for  
          low-income first-time homebuyers who have received  
          homeownership counseling from a nonprofit organization that  
          is funded and certified by a federally-funded national  
          non-profit (generally a Neighborworks organization) and are  
          purchasing a residence in a community revitalization area  
          targeted by the nonprofit.  This setaside is available for  
          30 months and is marketed by the agency through the  
          Homeownership in Revitalizaiton Areas Program (HIRAP).  Any  
          money left over after 30 months reverts to the standard  
          CHDAP program.







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          The bill authorizes CHFA to establish higher assistance  
          limits for that downpayment assistance to teachers and  
          school personnel in high-cost housing areas.

          This bill allows CHFA to make downpayment assistance loans  
          of up to six percent of the home sale price, as opposed to  
          three percent, to low-income first-time homebuyers in  
          identified neighborhood revitalization areas under the  
          HIRAP Program.

          This bill confines the increase in percent of assistance to  
          six percent from the HIRAP to half of the bond funds  
          available for that program ($6.25 million of $12.50  
          million) and only for the period of calendar year 2004.

          The bill limits the downpayment assistance only to  
          community revitalization areas identified by qualified  
          nonprofit organizations.

           California Housing Loan Insurance Fund

           CalHFA administers the California Housing Loan Insurance  
          Fund which provides mortgage insurance to low and moderate  
          income homebuyes.  In general, the agency assists  
          homebuyers not well served by the private market.  Under  
          current law, the agency is limited to serving households  
          that make no more than 120 percent of the area median  
          income.

          Over time, private mortgage insurers have moved more and  
          more into the  market niche historically served by CalHFA.   
          Along with Fannie Mae and Freddie Mac, CalHFA has  
          identified new markets that remain underserved by private  
          insurers.  CalHFA would now like to partner with Fannie Mae  
          and Freddie Mac on their respective emerging market  
          programs.  However, in order to meet Fannie and Freddie's  
          program criteria, CalHFA needs to be able to serve families  
          making up to 140 percent of the area median income.
           
           This bill allows CalHFA to serve households earning more  
          than 120 percent of the area median income and makes a  
          number of other cleanup amendments to the statutes relating  
          to CalHFA's mortgage insurance program.  Specifically, this  







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          bill:

           1.Allows CalHFA's mortgage insurance fund, until January  
             1, 2011, to serve families making more than 120 percent  
             of the area median income if necessary to meet the  
             requirements for participation in an affordable housing  
             program or product offered by Fannie Mae and Freddie  
             Mac.

           2.Requires CalHFA to report to the Legislature by January  
             1, 2009 the types of programs offered with this new  
             authority and the incomes of households served.

          3. Provides that funds allocated to the mortgage insurance  
             program from Proposition 46 may only be used to insure  
             households earning less than 120 percent of the area  
             median income.

           4.Clarifies that the Administrative Procedures Act does  
             not apply the CalHFA's development of mortgage insurance  
             products.

           5.Clarifies that CalHFA may pledge funds from its general  
             reserves to support the Loan Insurance Fund without  
             having to make an actual loan.

           6.Clarifies that CalHFA is not subject to the Insurance  
             Code.

           7.Repeals the prohibition on providing mortgage insurance  
             in areas where there exists widespread damage from  
             natural disasters.

           8.Allows CalHFA to insure bonds related to affordable  
             housing development issued by entities other than the  
             state or local governments.

           9.Limits, with respect to CalHFA's School Facilities Fee  
             Program, the maximum home sale price to 100 percent of  
             the area median sales price in counties whose average  
             sales price over the previous five years exceeds Fannie  
             Mae and Freddie Mac's conforming loan limit.

          10.Makes other technical amendments.







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          11.Is double-joined to AB 1475 (Steinberg).

           Comments

          Purpose of the Bill  .  According to the author's office and  
          the sponsor, this bill makes the HIRAP program more  
          responsive to today's housing prices.  In many high-cost  
          areas, low-income families require up to 420,000 in  
          deferred financing just to purchase the most affordable  
          homes in the community.  With the current assistance  
          limits, it often requires combining four or more subsidy  
          sources, not all of which are available at the same time.   
          By increasing the amount of assistance available under the  
          HIRAP program, it will be much easier to assembly the  
          necessary financing to make a low-income household into  
          homeowners.

           More Assistance vs. More Families  .  Given that the  
          resources of the HIRAP program are capped at $12.5 million  
          under the housing bond, the fundamental question posed by  
          this bill is whether it is better to provide more  
          assistance to fewer families or less assistance to more  
          families.  By doubling the amount of assistance that can be  
          provided to each family, the bill could potentially cut the  
          number of assisted families in half.  That said, the  
          parameters of the current program may make it difficult to  
          use the full $12.5 million within the allocated 30 months.   
          Only homebuyers who have worked with certified nonprofits  
          can access the HIRAP program, and to date, no nonprofit has  
          been certified for the program and only four applications  
          are pending.  While more nonprofits will surely become  
          certified over time, it may be difficult for the small  
          number of organizations to generate enough business to use  
          the full allocation.  In addition, in many areas of the  
          state three percent down payment assistance loans are  
          simply insufficient to cover the gap between home prices  
          and what a low-income family can afford to pay for a new  
          home.  Increasing the amount of downpayment assistance will  
          allow lower-income families to make the jump to  
          homeownership.

          Altering the Use of Bond Funds  .  The housing bond  
          specifically allows the Legislature, from time to time, to  







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          amend bond programs "for the purpose of improving the  
          efficiency and effectiveness of the program, or for the  
          purpose of furthering the goals of the program."  The goal  
          of the HIRAP program is to facilitate homeownership by  
          lower-income families in neighborhood revitalization areas.  
           Increasing assistance levels will make it easier for  
          low-income families to qualify and achieve homeownership,  
          thereby meeting the criteria to amend the bond program.  
           
           FISCAL EFFECT  :    Appropriation:  Yes   Fiscal Com.:  Yes    
          Local:  No

          No change in total state funding.  Reduction in total  
          number of loans available.

           SUPPORT  :   (Verified  8/27/03)

          The California Neighborworks Network (source)
          Neighborhood Housing Services of Orange County


           ASSEMBLY FLOOR  : 
          AYES:  Berg, Bermudez, Calderon, Chan, Chavez, Chu,  
            Corbett, Correa, Diaz, Dutra, Dymally, Firebaugh,  
            Frommer, Goldberg, Hancock, Jerome Horton, Jackson,  
            Kehoe, Koretz, Laird, Leno, Levine, Lieber, Liu,  
            Longville, Lowenthal, Matthews, Montanez, Mullin, Nakano,  
            Nation, Negrete McLeod, Nunez, Oropeza, Parra, Pavley,  
            Reyes, Ridley-Thomas, Salinas, Simitian, Steinberg,  
            Vargas, Wiggins, Wolk, Yee, Wesson
          NOES:  Aghazarian, Bates, Benoit, Bogh, Cogdill, Cox,  
            Daucher, Dutton, Garcia, Harman, Haynes, Shirley Horton,  
            Keene, La Malfa, La Suer, Maldonado, Maze, McCarthy,  
            Mountjoy, Nakanishi, Pacheco, Plescia, Richman, Runner,  
            Samuelian, Spitzer, Wyland


          NC:cm  9/5/03   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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