BILL ANALYSIS                                                                                                                                                                                                    





                                                                  AB 1129

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          GOVERNOR'S VETO
          AB 1129 (Arambula)
          As Amended July 1, 2008
          2/3  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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          |ASSEMBLY:  |47-28|(August 14,     |        |     |               |
          |           |     |2008)           |        |     |               |
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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. 










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          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 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  










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               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 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;










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             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:  
          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  










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          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 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.  

           GOVERNOR'S VETO MESSAGE  :

          "I am supportive of providing additional flexibility for small  
          rural jurisdictions to participate in the Local Housing Trust  










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          Fund program by reducing the minimum participation level and  
          allowing flexibility for local governments to provide dedicated  
          fee revenue in lieu of a one-time match.  However, the bill is  
          silent on when local governments may expend state funds that are  
          on deposit awaiting local matching funds.  Allowing local  
          governments to expend state funds without the accompanying local  
          matching funds undermines the purpose of a matching grant  
          program."


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