BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   AB 570|
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                                 THIRD READING


          Bill No:  AB 570
          Author:   Arambula (I)
          Amended:  6/15/09 in Senate
          Vote:     21

           
           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  8-3, 6/9/09
          AYES:  Lowenthal, DeSaulnier, Hollingsworth, Kehoe,  
            Oropeza, Pavley, Simitian, Wolk
          NOES:  Huff, Ashburn, Harman
           
          SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           ASSEMBLY FLOOR  :  55-21, 5/11/09 - See last page for vote


           SUBJECT  :    Local Housing Trust Fund Matching Grant Program

           SOURCE  :     San Joaquin Valley Housing Trust


           DIGEST  :    This bill makes various changes to the Local  
          Housing Trust Fund Matching Grant Program to facilitate  
          access to program funds for newly established housing  
          trusts in smaller counties.  

           ANALYSIS  :    In November 2006, California voters approved  
          Proposition 1C, the $2.85 billion Housing and Emergency  
          Shelter Trust Fund Act of 2006.  The bond act included $100  
          million for the Affordable Housing Innovation Fund and  
          required that the Legislature program the specific uses and  
          eligibility requirements for these funds.  SB 586 (Dutton),  
          Chapter 652, Statutes of 2007, allocated these funds to  
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          four separate programs, including $35 million for the Local  
          Housing Trust Fund Matching Grant (LHTF) program,  
          administered by the Department of Housing and Community  
          Development (HCD).  

          Under existing law, the LHTF program matches contributions  
          to local housing trust funds.  To be eligible for matching  
          funding, a local housing trust fund must receive  
          contributions from private or governmental sources that are  
          not otherwise restricted for housing programs.  The grantee  
          must also have an HCD-approved housing element, or if a  
          nonprofit, fund projects located in jurisdictions with  
          approved elements.  The grant from HCD matches the local  
          contributions on a dollar-for-dollar basis at a minimum of  
          $1 million and up to a maximum of $2 million.  HCD must  
          receive adequate documentation that the local matching  
          funds have been deposited in the fund and of the source of  
          these funds.  The local housing trusts may in turn use LHTF  
          program funds to support emergency shelters, rental  
          housing, and for-sale housing affordable to households  
          ranging from extremely low-income to moderate-income.  If  
          an awardee fails to continue funding and operating the  
          local housing trust fund for at least five years, then the  
          trust must repay HCD's award to the extent the funds have  
          not yet been legally encumbered to specific projects.

          Under SB 586 (Dutton), Chapter 652, Statutes of 2007, half  
          of the $35 million allocated to this program by Proposition  
          1C is reserved for newly established housing trust funds,  
          as defined by HCD.  Within this setaside for newly  
          established housing trust funds is an additional 36-month  
          setaside of an amount to be determined by HCD for trust  
          funds in counties with a population of less than 425,000  
          persons.

          This bill makes a number of changes to the LHTF program.   
          Specifically, the bill:

          1. Provides that the 425,000 population threshold for the  
             setaside reserved for newly established housing trust  
             funds in smaller counties shall be based on the 2000  
             census, as opposed to the most recent population  
             estimates of the Department of Finance.








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          2. Lowers the minimum matching grant for a newly establish  
             housing trust fund in a county with a population of less  
             than 425,000 persons from $1 million to $500,000.

          3. Provides that newly established housing trust funds need  
             not have the matching funds on deposit at the time of  
             application to HCD but must instead provide adequate  
             documentation, as determined by HCD, that an ordinance  
             imposing or dedicating a tax or fee to be deposited into  
             the new trust has been enacted or the applicant has  
             adopted a legally binding commitment to deposit matching  
             funds into the new trust. 

          4. Provides that HCD shall not disburse funds to any trust  
             until all matching funds are on deposit and that  
             disbursements shall be in the minimum amounts necessary  
             to meet a trust's commitments to specific projects.

          5. Requires a local government to submit their latest  
             housing element annual report prior to receiving LHTF  
             funds.

           Prior legislation  .  In 2008, the author carried a similar  
          bill, AB 1129.  That bill was vetoed.  The Governor's  
          signing message stated:  "I am supportive of providing  
          additional flexibility for small rural jurisdictions to  
          participate in the Local Housing Trust 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."

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  6/30/09)

          San Joaquin Valley Housing Trust (source)
          Affordable Homes Collaborative
          Aging Services of California







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          California Rural Legal Assistance Foundation
          Housing California
          Non-Profit Housing Association of Northern California 
          San Luis Obispo County Housing Trust Fund
          Western Center on Law and Poverty


           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          this bill allows smaller, rural county housing trusts to  
          better capture state matching grants.  The author's office  
          is particularly interested in facilitating the development  
          of the eight-county San Joaquin Valley Regional Housing  
          Trust (SJV Trust).  The SJV Trust will not be one trust but  
          rather a coordinated association of several trusts, some of  
          which will serve single counties.  The matching resources  
          available under the LHTF program are critical to generating  
          funding commitments from participants.  Due to their small  
          size, many of the jurisdictions in the SJV Trust are  
          unlikely to be able to meet the current $1 million minimum  
          match requirement.  This bill lowers the minimum grant for  
          small counties to $500,000.  Due to their limited budgets,  
          it is also difficult for smaller counties to hold precious  
          matching funds idly on deposit while HCD considers a  
          jurisdiction's application.  This bill allows new housing  
          trusts to show that they have funding sources in place or  
          pledged rather than on deposit at the time of application.   
          Lastly, one of the counties in the San Joaquin Valley just  
          recently surpassed the 425,000 population threshold to  
          qualify for the small county setaside.  This bill allows  
          this county and others that have surpassed the threshold  
          since the 2000 census to remain eligible for the small  
          county setaside.   


           ASSEMBLY FLOOR  : 
          AYES:  Adams, Ammiano, Arambula, Beall, Bill Berryhill, Tom  
            Berryhill, Block, Blumenfield, Brownley, Buchanan,  
            Caballero, Charles Calderon, Carter, Chesbro, Conway,  
            Coto, Davis, De La Torre, De Leon, Eng, Evans, Feuer,  
            Fong, Fuentes, Furutani, Galgiani, Hall, Hayashi,  
            Hernandez, Hill, Huber, Huffman, Jones, Krekorian, Lieu,  
            Bonnie Lowenthal, Ma, Mendoza, Monning, Nava, John A.  
            Perez, V. Manuel Perez, Portantino, Price, Ruskin, Salas,  
            Saldana, Skinner, Solorio, Swanson, Torlakson, Torres,  







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            Torrico, Yamada, Bass
          NOES:  Anderson, Blakeslee, DeVore, Emmerson, Fuller,  
            Gaines, Garrick, Gilmore, Hagman, Jeffries, Knight,  
            Logue, Miller, Nestande, Niello, Nielsen, Silva, Smyth,  
            Audra Strickland, Tran, Villines
          NO VOTE RECORDED:  Cook, Duvall, Fletcher, Harkey


          JJA:mw  6/30/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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