BILL ANALYSIS                                                                                                                                                                                                    



                                                                AB 1129
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        CONCURRENCE IN SENATE AMENDMENTS
        AB 1129 (Arambula)
        As Amended July 1, 2008
        Majority vote
         
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        |ASSEMBLY:  |     |(January 24,    |SENATE: |36-3 |(August 7,     |
        |           |     |2008)           |        |     |2008)          |
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                  (vote not relevant)


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        |COMMITTEE VOTE:  |4-1  |(August 13, 2008)   |RECOMMENDATION: |concur    |
        |                 |     |                    |                |          |
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        Original Committee Reference:    H. & C.D.  

         SUMMARY  :  Reduces the minimum grant a newly established housing  
        trust fund representing a county with a population of less than  
        425,000 people can receive from $1 million to $500,000. 

         The Senate amendments  delete the Assembly version of the bill, and  
        instead: 

        1)Reduce the minimum grant amount a newly established housing trust  
          fund that represents a county with a population of less than  
          425,000 can receive from the Local Housing Trust Fund Matching  
          Grant Program (Program), administered by the Department of  
          Housing & Community Development (HCD), from $1 million to  
          $500,000. 

        2)Require newly established trust funds to provide adequate  
          documentation as determined by HCD that the trust will provide  
          matching funds on approval of its application. 

        3)Provide that in determining whether or not a county has a  
          population of less than 425,000, HCD must use the United States  
          Census for 2000.  

         EXISTING LAW  allocates $35 million of the $100 million Affordable  
        Housing Innovation Fund from Proposition 1C to the Program.   
        Requires that half of the funds are to be made available for newly  
        established housing trusts.  Requires HCD to grant preference to  
        trust funds that agree to expend more than 65% of the state funds  







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        for downpayment assistance to first time homebuyers, and requires  
        HCD, when making grants to newly established trust funds, to set  
        aside funding for 36 months from the date the funds are first made  
        available for newly established trust funds in counties of less  
        than 425,000 persons.
         
        AS PASSED BY THE ASSEMBLY  , this bill allowed for the creation of  
        the San Joaquin Valley Regional Affordable Housing Trust (Trust).   
        Specifically,  this bill  :  

        1)Provided findings and declarations with regard to the projected  
          substantial population growth and the need for affordable housing  
          in the San Joaquin Valley.

        2)Provided that it is the intent of the Legislature to establish  
          the Trust to assist communities in securing and distributing  
          affordable housing funds.

        3)Established the Trust for the purposes of administering federal,  
          state, local and private resources for the development of  
          affordable housing.  Additionally, the Trust seeks to foster  
          regional collaboration among local governments, developers,  
          financial and community organizations to meet area affordable  
          housing needs.

        4)Required the Trust do all of the following:

           a)   Establish a governing board which may include, but is not  
             limited to one member from each participating council of  
             government in the San Joaquin Valley (the San Joaquin Valley  
             include the Counties of Kern, Kings, Tulare, Fresno, Madera,  
             Merced, Stanislaus, and San Joaquin), three from the  
             California Partnership for the San Joaquin Valley, one  
             affordable housing advocacy organization, one nonprofit  
             affordable housing developer, and one housing industry  
             representative;

           b)   Develop a region-wide strategy consistent with the San  
             Joaquin Regional Blueprint (Regional Blueprint);

           c)   Raise funds from federal, state, local and private  
             organizations;

           d)   Establish a revolving loan account for funding affordable  
             housing in the jurisdictions of the trust members.  Make loans  
             to entities seeking to build affordable housing.  Require  







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             loans to be contingent on showing that the project is  
             consistent with:  housing element; Regional Blueprint; all  
             environmental approvals; development permits; and, local  
             financial commitment;

           e)   Develop criteria for project selection to include:   
             increased density; mixed income; infill; fair share  
             allocation; transit oriented development; and, proximity to  
             employment;

           f)   Require local public contributions;

           g)   Establish loan repayment terms;

           h)   Develop performance standards;

           i)   Provide technical assistance to members;

           j)   Assist in forming partnerships for affordable housing  
             demonstration projects;

           aa)  Prepare any required reports or other documentation;

           bb)  Develop a regional education campaign that promotes higher  
             density, mixed use, transit oriented development;

           cc)  Make recommendations to the Legislature and Governor to  
             eliminate obstacles to affordable housing; and,

           dd)  Report to the Business, Transportation and Housing Agency  
             as well as HCD on the activities of the Trust.

        5)Required the governing board to adopt a set of bylaws.

        6)Allowed up to 5% of trust assets to be used for administrative  
          costs.

        7)Provided the governing board with authority to approve grant  
          applications as well as loan conditions.  

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

         COMMENTS  :  In 2002, California voters approved Proposition 46, the  
        $2.1 billion Housing and Emergency Shelter Trust Fund Act.   
        Proposition 46 provided funding for the following programs:  







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        Multifamily Housing Program; Emergency Housing Assistance Program;  
        Supportive Housing; Farmworker Housing Grant Program; CalHome  
        Program; Local Housing Trusts; Code Enforcement Program; California  
        Homebuyer Downpayment Assistance Program; and, Jobs Housing  
        Improvement Account.  Funds provided under Proposition 46 were  
        mostly exhausted by the end of 2006.  

        In November 2006, California voters approved Proposition 1C, the  
        Housing and Emergency Trust Fund Act of 2006.  Proposition 1C  
        maintains funding provided under Proposition 46 for most, but not  
        all, of the programs noted above.  One of the programs not included  
        in Proposition 1C was funding for local housing trusts.   
        Proposition 1C did include however, $100 million for the Affordable  
        Housing Innovation Fund to be used for "competitive grants or loans  
        to sponsoring entities that develop, own, lend, or invest in  
        affordable housing and used to create pilot programs to demonstrate  
        innovative, cost-saving approaches to creating or preserving  
        affordable housing."  

        In 2007, the case was successfully made that local housing trusts  
        are inherently innovative, that is local housing leaders can design  
        individualized local programs to address affordable housing needs  
        in their communities.  Therefore, $35 million was made available  
        for local housing trusts to apply for grants.  One-half of the $35  
        million is to be made available strictly for new trusts.   
        Additionally, when awarding grants to new trusts, HCD is required  
        to set aside funding for a period of 36 months for trusts in  
        counties with a population of less than 425,000.

        This bill seeks to allow smaller, rural county housing trusts to  
        better compete for state housings trust fund grants by lowering the  
        minimum grant amount for newly established small county trusts.  

        Need for the bill:  According to the author, in order to take  
        advantage of the funding for housing trusts funds authorized in  
        Proposition IC, the San Joaquin Valley Housing Trust (SJV Housing  
        Trust) was established in 2008, with membership from counties and  
        cities throughout the eight county regions.  A number of those  
        counties are small, rural areas with fewer local resources for  
        planning and developing affordable housing.  Several of those  
        counties plan to establish their own housing trusts.  According to  
        the author, housing trusts that may be established in smaller rural  
        counties such as those that are members of the SJV Housing Trust  
        face disadvantages in winning state grants.  Those disadvantages  
        include difficulties in raising local funding to match grants,  
        dollar for dollar, and obtaining those local funds prior to the  







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        award of a state grant. 

        As passed by the Senate, this bill lowers the minimum grant amount  
        for newly established small county trusts in counties with less  
        than 425,000 people and changes the way those trusts identify the  
        commitment of local matching funds.  The bill also specifies the  
        population benchmark for defining a small county trust at less than  
        425,000 people.  


         Analysis Prepared by  :   Lisa Engel / H. & C.D. / (916) 319-2085   
        FN: 0006895