BILL ANALYSIS                                                                                                                                                                                                    






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: AB 1867
          SENATOR ALAN LOWENTHAL, CHAIRMAN               AUTHOR:  Harkey
                                                         VERSION: 4/26/10
          Analysis by: Mark Stivers                      FISCAL:  no
          Hearing date: June 29, 2010






          SUBJECT:

          Housing elements: credit for conversion

          DESCRIPTION:

          This bill allows a city or county to count against its housing  
          need the conversion of existing homeownership units in complexes  
          of three or more units to affordable rental housing.

          ANALYSIS:

          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.  Cities and counties  
          located within the territory of a metropolitan planning  
          organization (MPO) must revise their housing elements every  
          eight years following the adoption of every other regional  
          transportation plan.  Cities and counties in rural non-MPO  
          regions must revise their housing elements every five years.   
          Before each revision, each community is assigned its fair share  
          of housing for each income category through the regional housing  
          needs assessment (RHNA) process.  

          A housing element 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.  

          In general, in order for a city or county to show that it can  
          accommodate its RHNA allocation, it must identify sites on which  




          AB 1867 (HARKEY)                                          Page 2

                                                                       


          new housing may be built.  Current law also allows a city or  
          county, however, to meet up to 25% of its RHNA allocation  
          through the conversion (converting non-affordable units to  
          affordable units through purchase of affordability covenants or  
          the units themselves), preservation (extending the term of  
          affordability on existing affordable housing units), or  
          substantial rehabilitation of affordable housing units under  
          specified conditions, including among others:

           The city or county must have met (i.e., housing units were  
            built) at least some portion of its RHNA allocation for very  
            low- and low-income housing in the previous planning period.
           The city or county must identify the specific, existing  
            sources of available funding in the housing element and commit  
            assistance to individual developments (i.e., enter into a  
            legally binding agreement to provide the necessary financial  
            assistance) within the first two years of the housing element  
            planning period.
           The converted, preserved, or rehabilitated units must be made  
            available for occupancy within two years of the execution of  
            the agreement committing assistance.
           For purposes of counting units against the city's or county's  
            RHNA allocation, the converted, preserved, or rehabilitated  
            units must be counted in the appropriate income category.
           The city or county must include in its annual housing element  
            progress report it submits to HCD for the third year of the  
            planning period an update on its progress in providing the  
            units counted.

          With respect to units converted from non-affordable to  
          affordable in particular, the following conditions also apply:

           The units must be located in multifamily rental housing  
            complexes of four or more units.   
            The units must not be acquired by eminent domain.  
            The units must be unoccupied by low-income households or, if  
            occupied, the city or county must provide relocation  
            assistance to occupants displaced by the conversion.    
            The units must constitute a net increase in the city's or  
            county's stock of assisted affordable housing units.  
            The units must be subject to an affordability covenant and  
            remain affordable for a period of at least 55 years.  

          This bill  , for purposes of utilizing the authority to meet up to  
          25% of its RHNA allocation through the conversion of  
          non-affordable units to affordable units, allows a city or  




          AB 1867 (HARKEY)                                          Page 3

                                                                       


          county to count the conversion of existing homeownership units  
          in complexes of three or more units to affordable rental  
          housing.

          COMMENTS:

           1.Purpose of the bill  . According to the author, local  
            governments must have more tools to provide housing for all  
            segments of their populations. This measure will allow for  
            greater flexibility for local governments, will result in  
            additional affordable housing opportunities in appropriate  
            sites, and will allow municipalities to help the low-income  
            residents of existing substandard dwelling units. 

           2.The opportunity cost  .  Housing element law requires cities and  
            counties to identify adequate sites that are appropriately  
            zoned to accommodate their share of the regional housing need.  
             While the presence of adequately zoned sites does not  
            guarantee that housing will be produced, it is also true that  
            housing cannot be built without adequately zoned sites.  While  
            this bill may contribute to making some market-rate units  
            affordable through conversion, it will also contribute to the  
            shortage of properly zoned land that is a primary contributor  
            to California's long-standing housing shortage and  
            unaffordability.

           3.Rewarding bad behavior  .  While this bill is no longer  
            sponsored or supported by the City of San Juan Capistrano, it  
            stems from a situation in that city.  In a section of the city  
            near downtown and the train station, there are a number of  
            3-plex condominiums.  These units are individually owned,  
            either by owner-occupants or landlords, and many are occupied  
            by more than one family.  The city was interested in  
            purchasing as many of these units as possible, converting them  
            to affordable rental housing units, and getting credit to help  
            the city achieve housing element compliance.  

            San Juan Capistrano, however, does not have a particularly  
            good track record when it comes to zoning sites for affordable  
            housing and approving rental housing projects.  The city does  
            not yet have an HCD-approved housing element for the planning  
            period that began in June, 2006.  According to HCD's reviews  
            of the city's two draft housing elements to date, the city  
            currently needs to identify or rezone additional sites to  
            accommodate its housing need for lower-income households.  One  
            site under consideration is even owned by the city, yet the  




          AB 1867 (HARKEY)                                          Page 4

                                                                       


            city has not been interested in making this site available for  
            affordable housing.  The city may have other sites that could  
            be rezoned for affordable housing, but the city has not yet  
            committed to such a rezoning.  As a result, this bill may help  
            divert the city away from rezoning possible sites for  
            affordable housing, which could actually result in the new  
            construction and net increase in affordable housing units.  

            It should also be noted that the city has maintained a number  
            of exclusionary housing development standards, including a  
            maximum 35% lot-coverage ratio, a 35-foot height limit, a  
            maximum second floor to first floor ratio of 80%, and a  
            requirement that all residential development projects over 50  
            cubic yards go through a discretionary review process.  HCD  
            has cited the need for the city to analyze and address these  
            constraints, and to date the city has failed to revise its  
            land use controls.  In addition, the city has so far failed to  
            identify a zone that can accommodate emergency shelters  
            without a conditional use permit, as required by SB 2  
            (Cedillo), Chapter 633, Statutes of 2007.  

            Moreover, the bill may encourage the city to direct its  
            housing resources away from the new construction of affordable  
            housing.  Under the bill, a city may only get credits towards  
            25% of its RHNA obligation but can spend 100% of its housing  
            resources on conversion.  This follows a situation in 2003 and  
            2004 in which the city contracted with a non-profit affordable  
            housing developer to assess potential sites for development,  
            entered into an exclusive negotiating agreement with the  
            developer for the most promising and only available site, and  
            then, after strong opposition from neighboring homeowners to  
            the proposed 60-unit project, voted not to pursue a  
            development agreement with the developer for affordable rental  
            housing.  Ultimately, the site was developed with 20-30  
            Habitat for Humanity homes, less than half of the number of  
            units originally proposed.  

            Lastly, if the city were to employ the conversion strategy  
            this bill encourages, the converted affordable housing units  
            would only be occupied by one family.  While reducing  
            overcrowding is positive and current law requires the local  
            government to provide relocation assistance to displaced  
            occupants, the city's lack of rental housing will almost  
            surely require displaced families to move out of the city.  

            It can be argued that this bill runs contrary to state policy  




          AB 1867 (HARKEY)                                          Page 5

                                                                       


            and encourages a city's or county's aversion to rezoning and  
            making available sites for the new construction of affordable  
            housing.  The committee may wish to consider requiring that a  
            city or county that seeks to get RHNA credit for conversion of  
            ownership units to commit at least an equal amount of  
            financial assistance to the new construction of affordable  
            rental housing for lower-income households.
          
          
          Assembly Votes:
               Floor:                            74-0
               HCD:        9-0
               Local Gov:                          6-2

          POSITIONS:  (Communicated to the Committee before noon on  
          Wednesday, 
                     June 23, 2010)

               SUPPORT:  California State Association of Counties
                         City of Buena Park
                         City of Dana Point
                         City of Laguna Hills
                         City of Mission Viejo
                         City of Oakland
                         City of Palm Desert
                         City of San Clemente
                         City of Torrance

               OPPOSED:  None received.