BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 602
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          Date of Hearing:   August 25, 2010

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                     AB 602 (Feuer) - As Amended:  August 20, 2010

                                   FOR CONCURRENCE
           
          SUBJECT  :  AFFORDABLE HOUSING: ENFORCEMENT AND PROTECTION OF  
          DEVELOPERS RIGHTS

           KEY ISSUE  :  SHOULD LOCAL GOVERNMENTS BE ACCOUNTABLE FOR  
          DEFICIENCIES IN THEIR HOUSING PLANS REGARDING AFFORDABLE HOUSING  
          OBLIGATIONS FOR A REASONABLE PERIOD DURING THE LIFE OF THOSE  
          PLANS, CONSISTENT WITH THE LONGSTANDING RULE PRIOR TO A  
          CONTROVERSIAL RECENT COURT DECISION?
                                      SYNOPSIS

          For over 25 years, affordable housing obligations have been  
          enforceable throughout the multi-year life of the housing plans  
          adopted by local governments.  A controversial recent court  
          decision slashed that time period to 90 days.  Affordable  
          housing advocates argue that this extraordinarily short time  
          period is inconsistent with the policy compromise by which the  
          law was initially adopted, and makes effective enforcement  
          efforts impossible - both because the deficiencies are  
          frequently not sufficiently clear at such an early stage, and  
          because they cannot practically assess the compliance of  
          individual housing elements adopted en masse by many cities at  
          the same time.  Under this bill, the period of time local  
          governments would be answerable for their plans is five years -  
          not the entire period of these plans (8 years) for most  
          jurisdictions, as under prior law, but a reasonable period,  
          supporters say.  As a further compromise, the bill also  
          restricts the types of challenges that can be brought in this  
          period by excluding project-specific challenges allowable under  
          existing law.  In addition, the bill clarifies the rights and  
          remedies of interested parties when a court finds that a local  
          government has violated the law.  This provision protects  
          builders who have completed certain steps in the development  
          process.

          The bill is supported by housing advocates and environmental  
          groups, the California Building Industry Association, and the  
          California Association of Realtors, and has received wide  








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          bipartisan support.  Opposition comes from local governments who  
          argue that recently-enacted obligations under SB 375 (Steinberg)  
          require them to provide additional information and take  
          additional actions for which they might be sued, which they  
          argue is unfair.  The opposition also contends that, despite the  
          language in the bill, they do not know whether the limitations  
          period in the bill is five years or six, that either period is  
          longer than other periods applicable to different types of  
          challenges, and that this issue should have been addressed by SB  
          375 if that bill did not provide appropriate requirements and  
          time periods.  Opponents also argue that some cities and  
          counties would be subject to suit for their entire planning  
          period, as they were under prior law, because they have 5-year  
          periods, not 8 like other jurisdictions have, and that the bill  
          will create uncertainty for development approvals.



           SUMMARY  :  Restores the practical ability to challenge specified  
          deficiencies in a city's or county's housing element for a  
          period after the adoption of a housing element if the city or  
          county fails to address the deficiencies within 60 days.   
          Specifically,  this bill  :

          1)Requires a specified notice to be filed with the local  
            government within five years after an action to adopt, amend,  
            or revise a housing element, actions relating to the Least  
            Cost Zoning Law, annual limits on housing permits, and the  
            adequacy of a density bonus ordinance.  

          2)Excludes from the types of challenges that may be brought  
            during this time period any action related to the Housing  
            Accountability Act, the Subdivision Map Act, or the  
            application of a Density Bonus ordinance to a particular  
            project, all of which are project-specific actions.  

          3)Requires a challenging party to first serve the city or county  
            with a notice identifying the deficiencies in the housing  
            element, and allows the city or county 60 days to correct the  
            deficiency, following which a dissatisfied party may file an  
            action in court.  No court filing can be initiated under this  
            bill more than 5 years after the underlying action by the  
            local government at issue.  

          4)Provides that a housing element from a prior planning period  








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            may not be challenged if the city or county has adopted a  
            revised housing element for the new planning period.

          5)Provides that in any action or proceeding brought pursuant to  
            the foregoing provision no remedy, and no injunction pursuant  
            to Section 65754.5, shall abrogate, impair, or otherwise  
            interfere with the full exercise of the rights and protections  
            granted to (1) an applicant for a tentative map pursuant to  
            Section 66474.2, or (2) a developer pursuant to Sections 65866  
            and 66498.1.

          6)Provides that if a third-party challenges the adequacy of a  
            housing element in court and the court finds that the housing  
            element substantially complies with all of the requirements of  
            the housing element law, the element shall be deemed to be in  
            compliance for purposes of state housing grant programs.
           
          EXISTING LAW  , under the Planning and Zoning Law, requires an  
          action or proceeding against local zoning and planning decisions  
          of a legislative body to be commenced and the legislative body  
          to be served within a year of accrual of the cause of action if  
          it meets certain requirements.  Where the action or proceeding  
          is brought in support of or to encourage or facilitate the  
          development of housing that would increase the community's  
          supply of affordable housing, a cause of action accrues 60 days  
          after notice is filed or the legislative body takes a final  
          action in response to the notice, whichever occurs first.   
          (Government Code section 65009(d).)
           
          FISCAL EFFECT  :  None

           COMMENTS  :  The author explains that this bill partially restores  
          the law to its longstanding interpretation prior to a recent  
          court decision so that residents can hold local governments  
          accountable to follow existing law requiring local governments  
          to adopt housing elements that plan for a community's share of  
          the regional need for housing.  Because these housing plans are  
          in place for 5 to 8 year periods, this bill allows deficient  
          plans to be challenged for five years - that is, for the  
          majority of jurisdictions, most but not all of the period during  
          which the plan continues to allegedly violate the law.  This  
          five-year period is consistent with the time in which local  
          governments have traditionally been required to defend their  
          planning actions, and it is less than the 8-year lifespan of  
          housing elements, which would be the allowable period in the  








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          absence of the surprising recent court case.  This reasonable  
          compromise period provides a fair opportunity for low income  
          persons and affordable housing advocates to bring a case, while  
          giving local governments needed assurance that their plans  
          cannot be challenged indefinitely. 

          In addition, the author notes that this bill is more limited  
          than existing law by substantially limiting the types of legal  
          challenges that can be brought.  Under the bill, no  
          project-specific actions can be challenged under the Housing  
          Accountability Act, the Subdivision Map Act, or the application  
          of a Density Bonus ordinance - all of which are now subject to  
          legal attack under the statute.

          The ability to seek judicial enforcement of local government's  
          existing obligation to plan for housing is absolutely critical  
          to the implementation of SB 375 (Steinberg), California's  
          landmark legislation aimed at reducing green house gas emissions  
          through changes in land use and transportation planning,  
          supporters argue.  Allocation of the housing needs must be  
          consistent with the region's Sustainable Communities Strategy,  
          which under SB 375 must shrink the footprint of future  
          development.  SB 375 cannot be effectuated if local governments  
          cannot be held to comply with SB 375's planning obligations.

          Supporters argue that AB 602 also creates more certainty for all  
          home developers by ensuring that any court-ordered remedies will  
          not affect the rights granted to developers under other  
          statutes.  According to supporters, this bill will facilitate  
          construction, create jobs, and help ensure a regulatory  
          environment for housing that encourages the recovery all  
          Californians so badly need.

          The bill's sponsors, Housing California and CRLA Foundation,  
          state:  

               AB 602 helps ensure that every city and county does its  
               part to plan for housing to meet the needs of our  
               workforce, seniors, and other community members.  The bill  
               fixes the recent decision in Urban Habitat v. City of  
               Pleasanton, which upended a 25-year old law and reduced the  
               time to enforce housing planning laws to a mere 90 days  
               from enactment.  While most project-specific land use  
               decisions are subject to a 90-day statute of limitations,  
               certain plans relating to affordable homes have long been  








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               subject to an extended period in which a challenge can be  
               made.  Some stakeholders, particularly low-income  
               residents, are not at the table when the housing element  
               plan is crafted.  Therefore, its deficiencies may only come  
               to light when the time comes to implement the plan, e.g. an  
               affordable development is proposed or a shelter looks to  
               open its doors.  The old law - part of legislation  
               sponsored by the League of CA Cities in 1983 - recognized  
               this.  It allowed citizens to send a deficiency notice to  
               the local government at any point during the planning  
               period and then bring suit if the locality did not fix its  
               housing element.  Only 11 suits were brought in 25 years.   
               AB 602 partially restores this long-standing provision.

          California Association of Realtors states that the bill "will  
          help ensure a healthy business environment for the construction  
          of new housing in California.  For 25 years ? housing for low  
          and moderate income households [has been] treated as a special  
          case and deserved the exception that was created to recognize  
          that cities and counties have an ongoing obligation to ensure  
          that such housing can be built."

          Also in support of the bill, Public Advocates, Inc., adds "AB  
          602 will provide critical accountability to ensure that no  
          California city or county is immune from state affordable  
          housing laws.  Those laws, designed to help meet California's  
          need for new workforce housing, only work if each local  
          jurisdiction does its part to accommodate its fair share of the  
          region's housing need at all income levels.  The requirements of  
          the state Housing Element Law are effective in helping to meet  
          California's critical need for new affordable housing only to  
          the extent they can be enforced throughout the entire planning  
          period covered by a housing element.  AB 602 ensures that a  
          mechanism exists to hold cities and counties accountable for  
          their fair share of this need."

           Partially Reinstates Longstanding Time Period For Local  
          Governments To Be Answerable For Housing Element Violations.    
          Prior to an unusual recent court decision, it was understood for  
          over 25 years that a party could challenge the adequacy of a  
          city's or county's housing element at any time during a planning  
          period (generally five to eight years) when the action is  
          brought "in support of or to encourage or facilitate the  
          development of housing that would increase the community's  
          supply of [affordable] housing."  During this time, affordable  








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          housing advocates have successively, and selectively, used the  
          law to enforce compliance with affordable housing obligations.   
          Because the law required prior notice to local governments, and  
          limited suits to those attacking a narrow set of violations  
          filed within one year of the notice, the law struck a workable  
          balance between the need for meaningful access to judicial  
          enforcement and local government's need for certainty when  
          making land use decisions.

          Supporters argue that this long history of success has been  
          undermined by an aberrant court decision slashing the period to  
          90 days - one of the shortest periods under any law for bringing  
          a legal challenge, and one that is not specified in the statute.  
           Urban Habitat Program brought suit to challenge the City of  
          Pleasanton's housing policies, including the city's annual cap  
          on housing permits and the city's cap on the aggregate number of  
          permissible housing units, both of which Urban Habitat claimed  
          were insufficient to allow the city to meet its affordable  
          housing obligation.  In 2008, the appellate court threw out the  
          challenge, allowing the city to avoid answering the allegation  
          on the facts.  The court opined:

               Although the statute does not specify the time within which  
               [a deficiency] notice must be given, it is our conclusion  
               that the statute must be interpreted as containing a time  
               limit within which this requirement must be met? In sum, a  
               party bringing a challenge governed by section 65009,  
               subdivision (d), has 90 days from the date a legislative  
               action is taken or approval is given to notify the local  
               land use authority of any claimed deficiencies in such an  
               action or approval. Its claim then accrues 60 days after it  
               gives this notice.

          (Urban Habitat Program v. City of Pleasanton, 116 Cal. App. 4th  
          1561 (2008).)  In other words, instead of being able to initiate  
          a challenge to a deficient housing element at all relevant times  
          during the planning period, housing advocates and other  
          interested parties may only initiate such a challenge by  
          submitting a deficiency notice within 90 days of the housing  
          element's adoption.

           The Legislature Has Previously Reiterated That Affordable  
          Housing Actions Should Be Allowed During The Life of the Housing  
          Element, Regardless Of The Time Period For Other Types of  
          Challenges.   The statutory language interpreted by the Urban  








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          Habitat court at issue in this bill was added to statute by AB  
          998 (Waters), Chapter 1138, Statutes of 1983, a bill jointly  
          sponsored by the League of California Cities and the California  
          Building Industry Association.  AB 998 created a short statute  
          of limitations period for land use decisions generally, but  
          provided a specific exception to protect the ability to  
          challenge deficient housing elements.  The Senate Housing and  
          Land Use Committee and the Senate Third Reading analysis of the  
          bill stated that the bill:

               Specifies that for challenges in support of low- and  
               moderate-income housing requirements, the petitioner shall  
               notice local government 60 days prior to filing action.   
               The [one-year] statute of limitations then begins on the  
               first day the legislative body fails to act.

          In the intervening 25 years prior to the Urban Habitat ruling,  
          housing advocates filed and successfully settled at least ten  
          cases in which the 60-day deficiency notice was sent more than  
          90 days after adoption of the city's or county's housing  
          element.  In none of these cases was the timeliness on the  
          advocates' suit contested.  Likewise, the Senate Transportation  
          and Housing Committee reports, six bills amended other portions  
          of this statute during those intervening years, and there was  
          never any controversy surrounding the lack of a deadline for  
          housing advocates to serve a deficiency notice nor any attempt  
          to change the statute in this regard. 

           Background Regarding Housing Element Obligations.   The Planning  
          and Zoning Law requires cities and counties to prepare and adopt  
          a general plan, including a housing element, to guide the future  
          growth of a community.  Following a staggered statutory  
          schedule, cities and counties located within the territory of a  
          metropolitan planning organization (MPO) must revise their  
          housing elements every eight years, and cities and counties in  
          rural non-MPO regions must revise their housing elements every  
          five years.  These five- and eight-year periods are known as the  
          housing element planning period.

          Before each revision, each community is assigned its fair share  
          of housing for each income category through the regional housing  
          needs allocation (RHNA) process.  This allocation is a linchpin  
          of SB 375, California's seminal green house gas reduction  
          legislation mandating changes in land use and transportation  
          planning to reduce vehicle emissions.  Allocation of the housing  








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          needs must be consistent with the region Sustainable Communities  
          Strategy required by SB 375.  A housing element, accordingly,  
          must identify and analyze existing and projected housing needs,  
          identify adequate sites with appropriate zoning to meet its  
          share of the RHNA, and ensure that regulatory systems provide  
          opportunities for, and do not unduly constrain, housing  
          development.  The Department of Housing and Community  
          Development (HCD) reviews both draft and adopted housing  
          elements to determine whether or not they are in substantial  
          compliance with the law.  

          The Planning and Zoning Law and the Subdivision Map Act also  
          includes a number of sections governing zoning and entitlements  
          specifically related to housing, including:

          ? The Housing Accountability Act, which requires a city or  
            county to make one or more specified findings in order to  
            disapprove a particular housing development.

          ? A provision requiring cities and counties, when adopting an  
            ordinance which limits the number of housing units which may  
            be constructed on an annual basis, to make findings as to the  
            public health, safety, and welfare benefits that justify  
            reducing the housing opportunities of the region. 

          ? Density bonus law, which requires cities and counties to grant  
            a developer a density bonus, incentives, and concessions when  
            the developer proposes to include specified percentages of  
            affordable housing within a development. 

          ? The Least Cost Zoning Law, which requires cities and counties  
            to designate and zone sufficient vacant land for residential  
            use with appropriate standards to meet housing needs for all  
            income categories and to contribute to producing housing at  
            the lowest possible cost.

          ? A requirement that, when determining whether to approve a  
            tentative subdivision map, a city or county shall apply only  
            those ordinances, policies, and standards in effect as of the  
            date the developer's application is deemed complete.
           
          Creating Opportunities For The Private Housing Market  .  The  
          purpose of housing element law is to create opportunities for  
          the private housing market to function.  Builders cannot build  
          without access to appropriately zoned land, and current land use  








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          plans in many cities and counties in California fail to provide  
          sufficient opportunities to accommodate projected population  
          growth.  The San Diego Association of Governments' Regional  
          Comprehensive Plan describes this typical California paradox in  
          the following way:

               Under current plans and policies, more than 90 percent of  
               [the San Diego region's] remaining vacant land designated  
               for housing is planned for densities of less than one home  
               per acre, and most is in the rural back country areas  
               dependent upon scarce groundwater supplies. And of the  
               remaining vacant land planned for housing in the 18  
               incorporated cities, only about seven percent is planned  
               for multifamily housing. When taken together, the current  
               land use plans of the 19 local jurisdictions do not  
               accommodate the amount of growth anticipated in our region.  
               SANDAG's population forecast, which reflects the current  
               adopted local land use plans in the region, projects that  
               while population will increase by 37 percent by 2030,  
               housing will grow by just 30 percent. The forecast shows  
               that if local plans are not changed, demand for housing  
               will continue to outpace the supply, just as it does today.

          Housing element law addresses this problem directly by requiring  
          cities and counties to zone land at appropriate densities to  
          accommodate the projected housing needs of all income groups and  
          to remove constraints that prevent such sites from being  
          developed at the allowed densities.  Cities and counties,  
          however, are not required to build housing because that is the  
          role of private developers.  The law holds cities and counties  
          accountable only for that which they control: zoning and land  
          use entitlements.  Without the ability to enforce housing  
          element law, the market's ability to meet housing demand may  
          well remain locked up.  

          Ongoing Problems With Housing Element Compliance  .  According to  
          HCD's website as of June 7, 2010, only 46 percent of cities and  
          counties have adopted an HCD-approved housing element for the  
          current planning period that began in 2005 for the San Diego  
          region, 2008 for the Southern California, Fresno, Kern, and  
          Sacramento regions, and the summer of 2009 for the remaining  
          areas of the state.    

           Clarification of Remedies  .  Current law requires a court, if it  
          finds any portion of a general plan, including a housing  








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          element, out of compliance with the law, to include within its  
          order or judgment one or more of the following remedies for any  
          or all types of developments or any or all geographic segments  
          of the city or county until the city or county has complied with  
          the law:

             ?    Suspend the authority of the city or county to issue  
               building permits.
             ?    Suspend the authority of the city or county to grant  
               zoning changes and/or variances.
             ?    Suspend the authority of the city or county to grant  
               subdivision map approvals.
             ?    Mandate the approval of building permits for residential  
               housing that meet specified criteria.  
             ?    Mandate the approval of final subdivision maps for  
               housing projects that meet specified criteria.
             ?    Mandate the approval of tentative subdivision maps for  
               residential housing projects that meet specified criteria.

          This bill clarifies that in any action or proceeding brought  
          pursuant to the notice and accrual provisions of Government Code  
          Section 65009 described above, neither the court remedies  
          described above nor any injunction against the development of a  
          housing project shall abrogate, impair, or otherwise interfere  
          with the full exercise of the rights and protections granted to  
          an applicant for a tentative map or a vesting tentative map  
          under specified provisions of the Subdivision Map Act or to a  
          developer under a specified provision relating to development  
          agreements.

          The California Building Industry Association (CBIA) comments in  
          support: 

               The goal of the state's housing element law is to plan for  
               and encourage communities to meet their housing needs for  
               all types of housing.  Challenges to a community's housing  
               element can often result in a judicially-imposed moratorium  
               on all housing production in the area (see California  
               Government Code section 65755).  AB 602 will remove some of  
               the dysfunctional results of the current statutory scheme  
               that punishes builders by shutting down projects when a  
               city or county fails to comply with the law.  At a time  
               when California's unemployment levels are unusually high, a  
               moratorium will not help the job picture.  Housing  
               construction is a prolific job generator.  Indeed, three  








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               permanent new jobs are created every time a home is built.  
               Recovery in the residential market has led the nation out  
               of recession in nearly every economic recovery of the past  
               40 years.  AB 602, with its protections for development  
               projects through build out will facilitate construction  
               jobs.

           Court Approval To Be Deemed Compliance For Grant Purposes.    
          Under current law, HCD operates a number of grant programs to  
          which cities and counties may apply.  In many cases, the law  
          requires a city or county to have an HCD-approved housing  
          element in order to be eligible for funding.  At the request of  
          local government associations, the author reports, this bill  
          provides that if a third-party challenges the adequacy of a  
          housing element in court and the court finds that the housing  
          element substantially complies with all of the requirements of  
          housing element law, the element shall be deemed to be in  
          compliance for purposes of state housing grant programs.

           ARGUMENTS IN OPPOSITION:   The League of Cities and Association  
          of Counties argue that the bill allows "any party to sue a city  
          or county for claims arising out of a number of housing statutes  
          that could encourage or facilitate loosely-defined affordable  
          housing goals - a very broad array of potential lawsuits that  
          does not differentiate between major noncompliance with state  
          law or a small difference in interpretation.  This will leave  
          cities and counties, businesses and developers unfairly open to  
          uncertainty and challenges long after decisions have been made."  
           The local government opponents go on to argue, "The SB 375 deal  
          provided a number of fast and effective challenge options that  
          addresses the sponsors concerns. A deal was cut in SB 375 to  
          provide for new remedies for housing advocates, including a  
          special remedy to ensure that zoning is done on time with a 60  
          day resolution, a three-year statute of limitations to target  
          specific actions that are inconsistent with state law, and a  
          process to challenge local agencies if they do not meet  
          deadlines for implementation contained in their housing  
          elements.  Housing element law has been substantially changed  
          creating more opportunities for litigation.  The law now  
          provides for an 8-year housing element with a ten-year RHNA,  
          rigorous proof to identify available sites, and much more  
          detail. Most jurisdictions have not yet gone through this new  
          housing element process yet, but given the hundreds of pages  
          that the newer housing elements are turning out to be, and the  
          fact that most housing elements cost in the six figures to  








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          complete, the new laws appear to provide an incredible amount of  
          information, programs and implementation on which to sue that  
          was not in the law even three years ago.  Jeopardizing this  
          investment years after adoption, in a time of budgetary crisis,  
          is unfair." 
           
          The American Planning Association, California Northern chapter  
          opposes AB 602, arguing that the bill "would permit those who  
          have a particular perspective to single out actions (and be  
          awarded attorney's fees) years after a particular decision has  
          been made, creating uncertainty precisely at the time when local  
          governments are doing everything they can to encourage projects  
          and economic development.  AB 602 is also troubling because the  
          expansion of the housing element law and other laws (such as the  
          density bonus law) over the past two decades provide a great  
          deal of legal fodder for litigious plaintiffs and special  
          interests.  In essence, the scope of what can be challenged  
          under housing element law has greatly expanded.  The extremely  
          broad language in this expansion of housing element law and the  
          imprecise language with which it was drafted make local agencies  
          especially vulnerable.  Finally, the current economic downturn  
          must be taken into account.  Put simply, cities are being asked  
          to do more planning with less staff and other resources.  AB 602  
          ensures that cities will continue to face legal liability due to  
          this lack of resources well into the future (through  
          liabilities, costs of defense in all cases, and attorney's fees  
          in cases lost)."

           REGISTERED SUPPORT / OPPOSITION  :   
           
          Support:  

          California Rural Legal Assistance Foundation (co-sponsor) 
          Housing California (co-sponsor) 
          Advocates for Affordable Homes in Fremont
          California Association of Realtors
          California Building Industry Association
          California Coalition for Rural Housing
          City of Oakland
          Community Housing Improvement Program
          Community Housing Works
          Eden Housing
          Fair Housing of Marin
          Grassroots Leadership Network of Marin
          Kennedy Commission








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          Mercy Housing California
          Planning and Conservation League
          Public Advocates, Inc
          Sacramento Housing Alliance
          San Diego Housing Federation
          Self-Help Enterprises
          Sierra Club of California
          Silicon Valley Leadership Group
          Transform
          Urban Habitat
          Western Center on Law and Poverty

           Opposition  :    

          American Planning Association, California Chapter
          California State Association of Counties
          Civil Justice Association of California
          League of California Cities
          A number of individual cities
           
          Analysis Prepared by  :    Kevin Baker / JUD. / (916) 319-2334