BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 720
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 720 (Caballero)
          As Amended  July 14, 2009
          Majority vote
           
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          |ASSEMBLY:  |78-0 |(May 26, 2009)  |SENATE: |36-0 |(July 16,      |
          |           |     |                |        |     |2009)          |
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           Original Committee Reference:   L. GOV.  

           SUMMARY  :  Expands the timeline for a local government to provide  
          committed assistance for the rehabilitation of affordable  
          housing units.

           The Senate amendments  :  

          1)Extend the time limitation, from two years to the period from  
            the beginning of the projection period until the end of the  
            second year of the planning period, for when a city or county  
            would have to enter into a legally enforceable contract in  
            order to provide assistance.

          2)Allow a jurisdiction, in their annual report, to claim credit  
            in their annual report for any units rehabbed, preserved, or  
            acquired that meet the statutory requirements, regardless of  
            whether their housing element included a program to address  
            the alternative adequate sites requirement.

          3)Add double-jointing language to avoid chaptering out issues  
            with SB 575 (Steinberg).

           EXISTING LAW  :

          1)Provides that the housing element shall consist of an  
            identification and analysis of existing and projected housing  
            needs and a statement of goals, policies, quantified  
            objectives, financial resources, and scheduled programs for  
            the preservation, improvement and development of housing.  

          2)Allows local jurisdictions to fulfill up to 25% of the  
            regional housing need through substantial rehabilitation of  
            units, pursuant to specified conditions, and those units will  
            be made available through the provision of committed  








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            assistance during the planning period covered by the housing  
            element.

          3)Provides that those rehabilitated units shall have long-term  
            affordability covenants and restriction that require the unit  
            to be available to, and occupied by a person of low- or very  
            low-income at affordable housing costs for at least 20 years.

          4)Defines "committed assistance" as legally enforceable  
            agreements entered into by the city or county during the first  
            two years of the housing element planning period that  
            obligates sufficient available funds to provide the assistance  
            necessary to make the identified units affordable and that  
            requires that the units be made available for occupancy within  
            two years of execution of the agreement.

          5)Specifies that "committed assistance" does not include  
            tenant-based rental assistance.

          6)Provides that a written report is due to the legislative body  
            and the Department of Housing and Community Development on  
            July 1 of the third year of the housing element planning  
            period.

          7)Specifies that the report must identify the specific units to  
            which committed assistance has been provided.

          8)Provides, if by the third year of the planning period that the  
            local government has not provided committed assistance to all  
            units identified in its housing element program, that the  
            local government must adopt an amended housing element by July  
            1 of the fourth year of the planning period.

           AS PASSED BY THE ASSEMBLY  , this bill:  

          1)Provided that a city, county, or city and county may include  
            weatherization and energy efficiency improvements as part of  
            its efforts to substantially rehabilitate a unit.

          2)Specified that weatherization and energy efficiency  
            improvements may include measures that encompass the building  
            envelope, its heating and cooling systems, and its electrical  
            system.

          3)Revised timing requirements for local governments to provide  








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            "committed assistance," which would allow for the city or  
            county to enter into a legally enforceable agreement during  
            the first five years of the housing element planning period in  
            order to provide the assistance necessary to make the  
            identified units affordable, and aligns reporting requirements  
            to this five-year window.

           FISCAL EFFECT :  None

           COMMENTS  :  This bill expands the timeline for a local government  
          to provide committed assistance for the rehabilitation of  
          affordable housing units.  Current law gives a two-year window  
          in which the city or county can enter into a legally enforceable  
          contract in order to provide committed assistance. This bill  
          extends the time limitation, from two years to the period from  
          the beginning of the projection period until the end of the  
          second year of the planning period (about four years total), for  
          when a city or county would have to enter into a legally  
          enforceable contract in order to provide assistance.  The bill  
          also will allow a jurisdiction,  in their annual report, to  
          claim credit in their annual report pursuant to Government Code  
          Section 65400 (up to 25%) for any units rehabbed, preserved, or  
          acquired that meet the statutory requirements, regardless of  
          whether their housing element included a program to address the  
          alternative adequate sites requirement. This would allow  
          jurisdictions to claim credit for actual units made affordable  
          that meet the alternative sites requirements even where the  
          adopted element didn't include a program or the program  
          projected lower numbers.  In addition, units reported in this  
          manner would reduce a city's zoning obligation for the purposes  
          of no net loss.  

          Additionally, this bill contains provisions that authorize a  
          city or county to include weatherization and energy efficiency  
          improvements as part of the local government's efforts to  
          substantially rehabilitate a unit.  The bill encourages active  
          rehabilitation and preservation of housing units, which is  
          extremely important in many jurisdictions that have little to no  
          capacity to grow.

          AB 438 (Torlakson), Chapter 796, Statutes of 1998, added to the  
          Government Code provisions that allow local jurisdictions to  
          fulfill a portion of their region's affordable housing needs by  
          providing substantially rehabilitated units whose long-term  
          affordability is assured through covenants and restrictions,  








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          through the provision of "committed assistance" as provided by  
          the city or county.  This bill builds on these provisions of law  
          by amending the definition of "committed assistance" to ensure  
          that local agencies have an adequate amount of time to secure  
          public funding for these rehabilitation projects.

          Current law allows jurisdictions, under certain conditions, to  
          meet up to 25% of their land obligation for each income category  
          with preserved, substantially rehabilitated or converted  
          multi-family units.  One of the requirements for counting units  
          within this 25% cap is that the units have received "committed  
          assistance" from the local jurisdiction.  The definition for  
          "committed assistance" requires that a city or county enter into  
          a legally enforceable agreement during the first two years of  
          the housing element planning period that obligates sufficient  
          available funds to provide the assistance necessary to make the  
          identified units affordable.  The author notes that the issue  
          with localities being limited in timeframe on top of the 25%  
          threshold is that it essentially disincentivizes rehabilitation  
          and preservation projects.

          Last year, SB 375 (Steinberg), Chapter 728, Statutes of 2998,  
          extended the Regional Housing Needs Assessment (RHNA) planning  
          period from five to eight years.  Given this change, the author  
          believes that cities and counties should be provided with more  
          of an opportunity to offer financial assistance to  
          rehabilitation projects.  

          The League of California Cities, in their support letter,  
          writes:  "Local agencies that do not create a new unit within  
          the constrained two-year window do not get credit for the unit -  
          in the current planning or in the next planning period.  Under  
          SB 375, most local agencies will have two years to count  
          rehabilitated units, and six years when they don't count.  That  
          does not make sense.  The system should allow local agencies to  
          count every new livable unit they create.  Moreover, this bill  
          is timely.  California's building industry is at historic lows.   
          According to the California Building Industry Association,  
          approximately 65,000 building permits were issued in 2008,  
          almost a 70 percent reduction from the number issued in 2005.   
          And if current trends hold, the number of permits in 2009 will  
          be less than 50,000.  Accordingly, California should take every  
          opportunity to encourage local agencies to rehabilitate units to  
          create more livable units - an outcome that is more likely when  
          local agencies know they will get full credit for their  








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          efforts."

           
          Analysis Prepared by  :    Debbie Michel / L. GOV. / (916)  
          319-3958 

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