BILL ANALYSIS                                                                                                                                                                                                    






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: ab 2293
          SENATOR ALAN LOWENTHAL, CHAIRMAN               AUTHOR:  torres
                                                         VERSION: 6/22/10
          Analysis by: Mark Stivers                      FISCAL:  yes
          Hearing date: June 29, 2010                    URGENCY:  YES







          SUBJECT:

          Construction loans for housing-bond funded projects

          DESCRIPTION:

          This bill requires the Department of Housing and Community  
          Development, until June 30, 2013, to offer construction  
          financing alternatives to specified bond-fund awardees that are  
          unable to secure a construction loan from a private lender.

          ANALYSIS:

          In November 2006, California voters approved Proposition 1C, the  
          $2.85 billion Housing and Emergency Shelter Trust Fund Act of  
          2006.  Among other things, Proposition 1C included funds for the  
          following programs administered by the Department of Housing and  
          Community Development (HCD):

           $490 million for the Multifamily Housing Program (MHP), which  
            funds the new construction, rehabilitation, and preservation  
            of permanent and transitional rental homes for lower income  
            households through loans to local governments and developers.   
            This amount also includes the allocations for the two MHP  
            subprograms, the Supportive Housing Program and the Homeless  
            Youth Program.
           $300 million for the Transit-Oriented Development (TOD)  
            Housing Program, which provides grants to cities, counties,  
            and transit agencies for the provision of infrastructure  
            necessary to support mixed-income housing developments within  
            close proximity to a transit station and loans to housing  
            developers for the development of the TOD housing units.  
           $135 million for the Joe Serna, Jr. Farmworker Housing Grant  
            (FWHG) Program, which funds the development of ownership or  




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            rental homes for agricultural workers through grants to local  
            governments and non-profit organizations.

          The housing loans that HCD makes under these three programs are  
          known as permanent loans.  They provide the long-term financing  
          for the project.  In order for construction to occur, however, a  
          developer must obtain a short-term construction loan from a  
          private lender, which the developer later pays off with the  
          permanent loan once construction is complete.  

          Prior to the fall of 2008, private lenders made construction  
          loans based on a developer having received an award of HCD  
          funds.  Although HCD did not have the cash in hand at the time  
          it made the award, the private lenders were comfortable that HCD  
          would have access to the cash when necessary.  When construction  
          was complete, HCD borrowed from the state's Pooled Money  
          Investment Account (PMIA) to fund the permanent loan.  HCD's  
          borrowing from the PMIA is known as a "warehouse loan", and at a  
          later time the State of California sold the voter-authorized  
          general obligation housing bonds to repay the PMIA.  

          In the fall of 2008, the PMIA ran extremely low on cash, and the  
          board overseeing the fund decided to quit making warehouse  
          loans.  At the same time, the bond market crashed, and the State  
          of California was temporarily unable to sell new bonds.  Because  
          it was no longer clear how HCD would fund the awards it had made  
          from bond-funded programs, private lenders quit making  
          construction loans.  Projects that had received HCD awards now  
          could not move forward.

          Since the fall of 2008, the state and HCD have developed a new  
          model for funding bond awards.  Instead of selling bonds after  
          loans are funded as was done in the past, the state now projects  
          the amount and timing of funding needs, sells bonds in  
          anticipation of these needs, and holds the money until needed.   
          Since the fall of 2008, HCD has received $1.8 billion from the  
          state's sale of general obligation bonds and currently has  
          almost $1.2 billion on account.  While this amount on account  
          does not yet cover all awards made to date (and those yet to be  
          made), it is more than enough to fund all claims projected over  
          the next twelve months.  Given that the state since fall 2008  
          has sold more than $26 billion worth of general obligations  
          bonds in a time of great economic uncertainty and massive budget  
          deficits, it is also extremely likely that the state will be  
          able to sell additional bonds as needed.  Nonetheless, some  
          private lenders remain concerned that funds may not be available  




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          when it comes time to close a permanent loan on a bond funded  
          project and continue refusing to make construction loans for  
          such projects.  

           This bill  requires HCD until June 30, 2013, with respect to each  
          awardee under the MHP, FWHG, and TOD Programs who is unable to  
          secure a construction loan from a private lender, to offer, upon  
          request of the developer, one of the following alternatives:

           Make permanent loan funds available during the construction  
            period.  This shall take the form of a contract with a private  
            construction lender to oversee construction and disburse funds  
            on behalf of HCD.  HCD shall utilize the reports of the  
            lender's construction inspector or jointly engage a  
            construction inspector with the lender.
           Escrow, reserve, or set aside permanent loan funds for the  
            project as of the date of closing of the construction loan.

          The bill further:

           Requires HCD, within three months of the bill taking effect,  
            to establish and publish standards, requirements, and  
            procedures for, and begin offering, one or both of the  
            options. 
           Requires HCD to set an initial application deadline and, for  
            awardees that submit an application prior to the deadline and  
            meet the HCD's threshold requirements, give priority to  
            awardees in the order in which they received their awards.   
            Thereafter, the department shall accept applications on an  
            over-the-counter basis.    
           Prohibits HCD from exercising this authority for any project  
            that received an award after December 18, 2008, until HCD has  
            obtained access to bond funds sufficient to fund all projects  
            within the same class of projects that received an award prior  
            to December 18, 2008.
          
          COMMENTS:

           1.Purpose of the bill  .  According to the author, private lenders  
            are no longer willing to make construction loans to affordable  
            housing projects which rely upon Proposition 46 or Proposition  
            1C bond funds as permanent financing.  Lenders are concerned  
            that the state will not have sufficient bond funds at the time  
            the construction is completed.   As a result, shovel-ready  
            rental housing, farmworker housing, and transit-oriented  
            housing projects that have received state funding awards are  




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            unable to move forward.  This bill requires HCD to offer  
            developers funding alternatives while giving HCD options for  
            how to do so.  

           2.A temporary fix  .  Construction lending is a relatively  
            labor-intensive and costly business.  The lender must oversee  
            construction and approve draws on the loan based upon the  
            developer's completion of certain construction milestones and  
            expenditures.  There is much more day-to-day involvement than  
            with permanent lending, and it helps for the construction  
            lender to have a local presence.  For these reasons, HCD  
            generally has preferred to rely on private lenders to fulfill  
            the construction lending role, though HCD already does limited  
            construction lending under the FHWG Program and the Emergency  
            Housing Assistance Program.  In general, it may be preferable  
            to maintain this role for the private sector, but in the  
            current circumstances where private lenders are unwilling to  
            make construction loans, it may be necessary for HCD to take a  
            more active role temporarily in order to fulfill its mission.   
            This bill seeks to strike a balance by leveraging HCD's money  
            during construction to entice private lenders back into the  
            construction lending and oversight business without making HCD  
            the construction lender per se.  In addition, the bill sunsets  
            HCD's authority on June 30, 2013, by which time the current  
            economic and state budget uncertainties will hopefully be  
            resolved.

           3.Completing the fix  .  In March 2010, the State Treasurer's  
            Office, in conjunction with HCD, invited private lenders to  
            participate in a new program designed to resolve the lack of  
            construction lending in part.  Known as the Option Program,  
            the program offers construction lenders the ability, with  
            respect to a specific multifamily rental housing project, to  
            purchase directly from the state a general obligation bond in  
            the amount of the HCD loan committed to the project.  At the  
            time of closing for the permanent loan if HCD has insufficient  
            funds on hand to fund its loan, the lender may then exercise  
            the option.  The state then uses the proceeds from the private  
            placement bond issuance to fund HCD's permanent loan.  In  
            essence, the construction lender buys state bonds specifically  
            to repay its own construction loan.  To the extent that HCD is  
            likely to have sufficient funds to fund all of its bond awards  
            when needed, lenders will probably never exercise these  
            options but nonetheless will enjoy greater certainty that  
            construction loans will be repaid on time. 





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            To date, Citibank, Wells Fargo, and Bank of America have  
            chosen to participate in the Option Program.  Some other  
            lenders, however, are unable to participate because they have  
            reached their internal limit on purchasing municipal bonds or  
            because they do not invest in such bonds, in some cases due to  
            their smaller size.  As a result, projects relying on these  
            non-participating lenders are unable to move forward.  The  
            sponsor, Housing California, is aware of four projects that  
            received HCD awards, have not yet been served by the Option  
            Program, and remain unable to obtain construction loans.   
            These four projects represent a total of 345 affordable rental  
            homes, and the HCD awards leverage a total of $81 million in  
            non-state funds.  These developments are intended to serve  
            various special need populations, including  
            extremely-low-income youth transitioning from foster care who  
            are homeless or at-risk of homelessness, homeless  
            transition-aged youth with severe mental illnesses, and very  
            low-income families.  In addition, HCD is currently accepting  
            applications for a new round of MHP awards, and some of the  
            new awardees may run into a similar problem.

            To the extent that some construction lenders are unable to  
            participate in the Option Program, it is possible that the  
            remaining developers still needing construction loans could  
            take their business to lenders who do participate.  It is not  
            exactly clear, however, whether the participating lenders are  
            able or willing to do business with all of these additional  
            projects.  This bill seeks to provide concrete options for  
            those affordable housing developers whose lenders cannot or do  
            not participate in the Option Program.  

           4.Urgency clause  .  In order to get the shovel-ready affordable  
            housing construction projects that need construction financing  
            back on track as quickly as possible, this bill contains an  
            urgency clause.  

          Assembly Votes:
               Floor:    75-0
               Appr: 17-0
               HCD:    8-0

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

               SUPPORT:  Housing California (sponsor)




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                         Affordable Housing Associates
                         Cabrillo Economic Development Corporation
                         Century Housing
                         Community Economics, Inc.
                         Community Housing Improvement Systems and  
          Planning Association
                         San Luis Obispo County Housing Trust Fund
                         South County Housing
                         Southern California Association of Non-Profit  
          Housing
                         Union Bank
          
               OPPOSED:  None received.