BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 346
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          ASSEMBLY THIRD READING
          AB 346 (Torlakson)
          As Amended  June 1, 2009
          Majority vote 

           EDUCATION           11-0        APPROPRIATIONS      13-3        
           
           ------------------------------------------------------------------- 
          |Ayes:|Brownley, Nestande,       |Ayes:|De Leon, Ammiano, Charles   |
          |     |Ammiano,                  |     |Calderon, Davis, Fuentes,   |
          |     |Arambula, Buchanan,       |     |Hall, John A. Perez, Price, |
          |     |Carter, Eng,              |     |Skinner, Solorio, Audra     |
          |     |Garrick, Miller, Solorio, |     |Strickland, Torlakson,      |
          |     |Torlakson                 |     |Krekorian                   |
          |     |                          |     |                            |
          |-----+--------------------------+-----+----------------------------|
          |     |                          |Nays:|Nielsen, Duvall, Harkey     |
          |     |                          |     |                            |
           ------------------------------------------------------------------- 
           SUMMARY  :  Expands the type of projects and local contribution  
          that are allowed by the Joint-Use Facilities program.   
          Specifically,  this bill  :   

          1)Authorizes the joint-use funds to construct facilities  
            adjacent to a kindergarten and grades 1-12 (K-12) schoolsite  
            that is owned by a state or local governmental entity.

          2)Requires the joint-use agreement to construct facilities on  
            land owned by a state or local governmental agency to provide  
            that the land be leased to the school district for a time  
            period that reflects the useful life of the facility  
            constructed.

          3)Expands the types of joint-use projects authorized for funding  
            to include a child health and wellness clinic, career  
            technical building or shop, science and technology laboratory,  
            science center with exhibits or educational program that meet  
            current state content standards, historical or cultural  
            education center with exhibits or educational programs that  
            meet current state content standards, performing arts center,  
            physical education and outdoor recreation site development,  
            and parking facility.

          4)Specifies that the district has entered into a joint-use  








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            agreement with one or a combination of the following:

             a)   A governmental agency;

             b)   A public community college, a public college, or a  
               public university; or,

             c)   A nonprofit organization approved by the State  
               Allocation Board (SAB).

          5)Authorizes the inclusion of the value of land or real property  
            as part of the local contribution for a joint-use project if  
            the land or real property is district property not paid or  
            acquired with state funds, or if the district does not own the  
            land or real property but will be given the land free of  
            charge.

          6)Clarifies that a school district can provide the full 50%  
            local match from a local bond that specifies that the proceeds  
            of the sale are to be used for joint use projects in general,  
            rather than for specified projects.

          7)Authorizes a portion of the joint-use partner's contribution,  
            up to 10% of eligible project costs, to include equipment with  
            an average useful life expectancy of at least 10 years if the  
            contribution is part of a career technical education joint-use  
            project.  

          8)Specifies that a facility created by the joint-use agreement  
            shall be a public facility with access to the facility  
            guaranteed for public use and requires the joint-use agreement  
            to ensure that the school district maintains priority for use  
            of the facilities.

          9)Specifies that a Joint-Use Facilities project grant shall not  
            exceed $1.25 million per project per elementary schoolsite,  
            $1.875 million per project per middle schoolsite, or $2.5  
            million per project per high schoolsite.  

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, state school facilities bond cost pressure, likely in  
          the tens of millions of dollars.  Actual costs depend on the  
          number of projects that meet the criteria of the bill.









                                                                  AB 346
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           COMMENTS  :  AB 16 (Hertzberg), Chapter 33, Statutes of 2002,  
          established the Joint-Use Facilities program and allocated $50  
          million each from Proposition 47, passed by voters in 2002, and  
          Proposition 55, passed by voters in 2004.  AB 16, developed by a  
          Senate and Assembly conference committee, limited the use of  
          joint-use funds to a multipurpose room, gymnasium, child care  
          facility, library, or teacher education facility.  The bill also  
          required the projects to be part of the schoolsite, and limited  
          joint-use partners to governmental agencies, public community  
          colleges, public colleges or universities, or nonprofit  
          organizations approved by the SAB.  All the funds from  
          Proposition 47 and Proposition 55 have been apportioned.  

          Proposition 1D, the Kindergarten-University Public Education  
          Facilities Bond Act of 2006, passed by voters in November, 2006,  
          provided $29 million for this purpose and authorized the  
          transfer of $21 million from unused Leased Purchase Program  
          funds for joint-use projects.  AB 127 also authorized the  
          transfer of any remaining funds derived from the sale of bonds  
          issued or before January 1, 2006 to be transferred to any School  
          Facilities Program line item.  The SAB has increased the  
          Joint-Use program by a total of $23 million through this  
          authorization.  As of March 25, 2009, a total of $8.5 million  
          remain for joint-use projects.

          This bill expands joint-use projects to sites  adjacent  to a  
          schoolsite if the land is owned by a  state or local  
          governmental agency and expands the type of projects allowable  
          to include career technical building or shop, science and  
          technology laboratory, science center with exhibits or  
          educational program that meet current state content standards,  
          historical or cultural center with exhibits or educational  
          program that meet current state content standards, performing  
          arts center, physical education and outdoor recreation site  
          development, and parking facility.  

          This bill also provides more flexibility in negotiations with a  
          joint-use partner by expanding the type of contribution a  
          joint-use partner can provide to include, up to 10% of eligible  
          project costs, equipment with an average useful life expectancy  
          of at least 10 years if the project is a career technical  
          education facility.  

          AB 346 is substantially similar to SB 35 (Torlakson), which was  








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          vetoed by the Governor in 2007, but varies from SB 35 in the  
          following ways:

          1)AB 346 authorizes construction of joint-use facilities on  
            property owned by a  state  governmental entity adjacent to a  
            K-12 schoolsite.  SB 36 limited the authority to  local   
            governmental entities.

          2)AB 346 does not authorize a joint-use partner to contribute  
            less than 25% while SB 35 did.

          3)AB 346 limits the 10% of contribution of equipment only to  
            career technical education projects while SB 35 provided the  
            authorization for all projects.

          Current law requires the joint-use partner to provide 25% of the  
          50% local match, but allows the districts to pay the full 50%  
          through local bond funds if the bond specifies that proceeds  
          shall be used for the joint-use project.  This bill changes the  
          requirement that the local bond specify the project and instead  
          authorizes the bond language to indicate that proceeds from the  
          sale of bond funds shall be used for joint-use projects  
          generally.  

           Funding caps for projects serving elementary ($1 million),  
          middle ($1.5 million), and high ($2 million) pupils are  
          established by the SAB through regulations.  According to the  
          author, "since these regulatory caps were established, they have  
          not been adjusted for increased construction costs.  OPSC  
          [Office of Public School Construction] found that the base  
          per-pupil grants, as well as the square-footage allowances for  
          Joint-Use Projects, have been increased by approximately 33  
          percent (2003-2008) in accordance with the Class B Construction  
          Cost Index [CCI].  AB 346 provides a 25% increase to the current  
          funding caps with the requirement to adjust them annually per  
          the CCI."  This bill proposes to increase the grants to $1.25  
          million for elementary school projects, $1.875 million for  
          middle school projects and $2.5 million for high school  
          projects.  Current law requires the SAB to adjust per pupil  
          grants annually using a Class B Construction Cost Index.  Prior  
          versions of this bill provided the same annual adjustment to  
          this program, but this provision was deleted by the Assembly  
          Appropriations Committee.









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          The author states, "The traditional education model in  
          California is evolving where the core instructional spaces and  
          traditional facilities may no longer be adequate or appropriate  
          to meet the educational needs of a given community.  Allowing  
          for joint enterprises to build the aforementioned facilities, in  
          partnership with the State, seeks to maximize the use of limited  
          local and state resources."

          In addition to SB 35, SB 1677 (Torlakson) was a similar bill  
          that was vetoed by the Governor in 2006.

          Earlier versions of AB 2446 (Montanez), introduced in 2004,  
          added cultural arts center, recreational center, technology  
          center, health clinic, park, preschool facilities, or athletic  
          field as eligible joint-use facilities.  The version vetoed by  
          the Governor removed teacher education facilities as an eligible  
          joint-use facility project and allowed park and preschool  
          facilities as eligible joint-use facilities.  The Governor  
          vetoed the bill stating that there are higher priority needs for  
          school bond funds, including relieving overcrowding.

           
          Analysis Prepared by  :    Sophia Kwong Kim / ED. / (916) 319-2087  


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