BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          AB 2347 (Feuer)
          As Amended May 28, 2010
          Hearing Date: June 29, 2010
          Fiscal: No
          Urgency: No
          BCP:jd
                    

                                        SUBJECT
                                           
                    Mortgage Defaults: Secondary Public Financing

                                      DESCRIPTION  

          This bill would permit a public entity to postpone a foreclosure  
          by up to 60 days if the property at issue contains five or more  
          multifamily units and the public entity is a party to a  
          regulatory agreement or a recorded deed restriction for the  
          property, as specified

          (This analysis reflects author's amendments to be offered in  
          Committee.)

                                      BACKGROUND  

          California is currently in the grip of a severe housing  
          downturn, which has been driven by historically high rates of  
          mortgage defaults and foreclosures.  In the past three years,  
          over 1.2 million California homeowners have received notices of  
          default from their lenders.  Over half a million California  
          homes have been foreclosed upon.  Housing values across the  
          state have plummeted, and areas hardest hit by foreclosure have  
          become blighted with vacant, uncared for homes.  

          Foreclosures in California are generally non-judicial, meaning  
          that they are accomplished without court involvement.  In order  
          to initiate a nonjudicial foreclosure, the foreclosing entity  
          must first file a Notice of Default (NOD).  Although there is no  
          requirement regarding the timing of an NOD, most beneficiaries  
          usually wait at least three months following a borrower's  
          delinquency before moving forward to record an NOD.  State law  
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          requires the foreclosing entity to wait at least three months  
          after filing an NOD, before it may move forward with a Notice of  
          Sale.  The law requires a notice of nonjudicial foreclosure sale  
          to be officially noticed in a newspaper of general circulation,  
          posted on the property, and recorded at least 20 days before the  
          date of sale.

          While much of the attention has been on single-family homes that  
          have been lost to foreclosure, multifamily properties also may  
          be at risk due to the economic downturn.  When those properties  
          enter into the foreclosure process, the courts typically appoint  
          a receiver to evaluate and report on various aspects of the  
          property.  Those reports typically take at least 60 days to  
          prepare.  If a public agency holds an interest in the property  
          as a result of providing prior financial assistance to ensure  
          that a portion of the property is set-aside as low income, that  
          agency may then evaluate that report to determine whether or not  
          to step in and preserve the affordable housing units.  Due to  
          staff and resource limitations, those public agencies may only  
          focus on a property (and associated report) after the Notice of  
          Sale has been file as that action demonstrates that the sale of  
          the property may be imminent and that efforts to avoid a  
          foreclosure were likely unsuccessful. 

          To allow additional time for evaluation of these properties,  
          this bill seeks to allow the public agency to postpone the sale  
          date for up to 60 days, as specified.  The proposed author's  
          amendments would create a 180-day "wall" - after that timeframe,  
          any postponement would expire.
           
                                CHANGES TO EXISTING LAW
           
           Existing law  regulates the nonjudicial foreclosure of properties  
          pursuant to the power of sale contained within a mortgage  
          contract.  To commence the process, existing law requires the  
          trustee, mortgagee, or beneficiary to record an NOD and allow  
          three months to lapse before setting a date for sale of the  
          property.  (Civ. Code Sec. 2924.)

           Existing law  requires a notice of nonjudicial foreclosure sale  
          to be officially noticed in a newspaper of general circulation,  
          posted on the property, and recorded at least 20 days before the  
          sale date.  (Civ. Code Sec. 2924f.)
          
           This bill  would provide that if a property contains five or more  
          multifamily units and a public entity is a party to a regulatory  
                                                                      



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          agreement or a recorded deed restriction on the property, a  
          public entity may, by written notice to the trustee, postpone  
          the sale date by no more than 60 days. 

           This bill  would state that such written notice must be provided  
          to the trustee at least 72 hours prior to the scheduled sale  
          date, through certified or registered mail, guaranteed or  
          overnight delivery service, or personal delivery.  That written  
          notice shall contain a certification from the public entity that  
          it has the authority to postpone the sale date pursuant to the  
          above authority, and the trustee may rely upon that  
          representation.

           This bill  would provide that if multiple public entities are  
          parties to a regulatory agreement or a recorded deed restriction  
          on a property, only one entity may postpone the sale, and state  
          that the power to postpone the sale may be exercised only once.

           This bill  would limit the above postponing of the sale date as  
          follows:
                 A public entity may not exercise the above authority if  
               more than 180 days have elapsed since filing the notice of  
               default.
                 Any period of postponement, which occurs based on a  
               public entity's exercise of their authority expires after  
               180 days have elapsed since the filing of the notice of  
               default.

           This bill  would clarify that the above limitations shall not be  
          deemed to require a mortgagee, beneficiary, trustee, or  
          authorized agent to file a notice of sale, once more than 180  
          days has elapsed since filing of the notice of default, and,  
          that the filing of a bankruptcy case shall not act to toll the  
          above 180 day limitation.

           This bill  would also define "public entity," "recorded deed  
          restriction," and "regulatory agreement."

           This bill  would sunset the above provisions on January 1, 2013.

                                        COMMENT
           
          1.   Stated need for the bill  

          According to the author,

                                                                      



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            Public agencies, typically city or county housing  
            departments, provide financial assistance to multifamily  
            properties.  Deeds of trust and/or regulatory agreements  
            secure the loans and ensure that the properties remain  
            affordable to eligible families.  The affordability  
            agreements are usually subordinated to private lenders.  If  
            the owner defaults on the private loan and a foreclosure  
            ensures, the public agency's investment and affordability  
            conditions are wiped out.

            In a multifamily foreclosure, a receiver is typically  
            appointed to evaluate and report on the property's  
            operations and financial condition.  A public agency with  
            subordinated interest in the property uses the receiver's  
            report to conduct an economic analysis.  The analysis is the  
            basis for a locality's action plan for the property. 

            Typically the local legislative body must meet in order to  
            review and approve the plan of action.  Because local  
            housing agencies are responsible for prudently managing  
            limited public finances - and are constrained by limited  
            human resources, they typically do not begin to act upon the  
            receiver's report in detail and, if warranted, begin to seek  
            legislative (council or board) approval for acquiring the  
            property until a Notice of Sale is issued for the property.

            The foreclosure process requires that a foreclosed  
            multi-family property be sold at a public auction.   
            Unfortunately, the amount of time between the Notice of Sale  
            being issued and the sale of the distressed property (such a  
            sale can happen as soon as 21 days after the Notice of Sale)  
            can make it very challenging for the agency to get a plan of  
            action approved by their governing body. . . . The bottom  
            line is that AB 2347 provides public entities a necessary  
            tool to preserve affordable housing units, while protecting  
            precious taxpayer dollars.

          2.    Compromise amendments and 180-day "wall"  

          In response to concerns of a coalition of financial  
          institutions, including the California Bankers Association,  
          California Financial Services Association, California  
          Independent Bankers, and California Mortgage Bankers  
          Association, and the California Land Title Association, the  
          author accepted amendments in the Senate Banking, Finance and  
          Insurance Committee to:  (1) create a 180 "wall" for the  
                                                                      



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          postponement; (2) clarify that a bankruptcy filing does not  
          affect the "wall;" and (3) added a sunset of January 1, 2013.   
          The amendments would also clarify the process by which the  
          trustee is notified of a request for postponement.

            a.   180-day "wall"  

            Under existing law, the foreclosure process commences with the  
            filing of a Notice of Default.  After that filing, there is a  
            statutory three-month delay before a Notice of Sale can be  
            given - that Notice of Sale must occur at least 20 days before  
            the sale date.  It should be noted that those are the  
            statutory minimum timeframes provided under existing law that,  
            in reality, the foreclosure process generally takes much  
            longer than the statutory minimum time of around 110 days.

            To provide public entities with time to determine their plan  
            of action for properties where the entity is a party to a  
            regulatory agreement or a recorded deed restriction, the bill  
            would permit those entities to postpone that sale date for a  
            period of 60 days.  As a result of that proposed delay, and  
            the unknown point in time at which a NOS may actually be  
            given, concerns arose regarding how long the foreclosure  
            process could be extended by the postponement.  The idea of a  
            "wall" (essentially a point in time at which a postponement  
            could expire) was suggested by the opposition as a way to  
            address that issue - the concept of the 180-day "wall" was  
            accepted by the author in the Senate Banking, Finance and  
            Insurance Committee.

            That 180-day "wall" would act to prevent a public entity from  
            requesting a postponement that goes more than 180 days past  
            the filing of the Notice of Default.  For example, if the  
            postponement is requested on or before the 120th day, the  
            entity would have the benefit of the full 60-day postponement  
            period.  If a postponement were requested 150 days into the  
            foreclosure process, the postponement would only last until  
            the 180th day (the wall).  The entity would not be able to  
            request a postponement after the 180-day mark because they  
            would be past the "wall."

            From a policy standpoint, that compromise would appear to  
            permit public entities with valuable time to make a decision  
            regarding the property at issue, while providing some  
            assurances of some finality in the foreclosure process.  The  
            amendments expressly provide that nothing in the language  
                                                                      



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            implementing the "wall" shall be deemed to require the filing  
            of a Notice of Sale - that clarification is important to  
            ensure that lenders are not inadvertently forced to notice a  
            property for sale just because they are 180 days into the  
            foreclosure process.  

            b.    Notice to trustee  

            Since the bill's provisions permit the delaying of a sale date  
            for up to 60 days - the question arises about how that delay  
            should be implemented.  If a Notice of Sale has already been  
            given (meaning that the sale date is set for some time in the  
            near future),  it is important to provide the trustee with  
            notice that the entity is exercising their rights under this  
            bill.  To address that issue, the amendments would require the  
            public entity to provide written notice to the trustee at  
            least 72 hours prior to the scheduled sale date, through  
            certified or registered mail, guaranteed or overnight delivery  
            service, or personal delivery.

            The amendments would also provide that the public entity must  
            certify in the written notice that it has the ability to  
            postpone the sale date, and would permit the trustee to rely  
            upon that representation.  That language ensures that the  
            trustee has the authority to postpone the date upon receipt -  
            absent their ability to rely upon that notice, the trustee  
            could be left in limbo about whether the entity truly has the  
            ability to postpone the sale.  It should be noted that  
            trustee's duties are generally ministerial, and that the  
            proposed language allows them to implement the postponement in  
            a manner consistent with the traditional ministerial nature of  
            their duties.

            c.   Sunset  

            The amendments would also add a sunset of January 1, 2013.   
            That date is consistent with other foreclosure measures, such  
            as SB 1137 (Perata, Corbett, Machado, Chapter 572, Statutes of  
            2008), which provided an end-point to the legislation.

          3.   Definitions of "recorded deed restriction" and "regulatory  
          agreement"  

          The above proposed 60-day postponement applies when a public  
          entity is a party to a regulatory agreement or a recorded deed  
          restriction on the property.  This bill would define "recorded  
                                                                      



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          deed restriction" as a deed which specifies that all or a  
          portion of the property's usage is restricted to rental and  
          lower income households and identifies the number of units  
          restricted to use as low-income housing, and would define  
          "regulatory agreement" as an enforceable and verifiable  
          agreement with a public entity that has provided financing for  
          the acquisition, rehabilitation, construction, development, or  
          operation of low-income housing property that restricts all or a  
          portion of the property's usage for rental to lower income  
          households, as specified.

          Western Center on Law & Poverty (WCLP) and the California Rural  
          Legal Assistance Foundation (CRLA), in support, note that these  
          agreements and deed restrictions ensure that the property  
          remains affordable to, and occupied by, lower-income or other  
          income-eligible households.  Since the public agency will  
          usually subordinate its interest (becoming a junior lienholder),  
          WCLP and CRLA note that "trouble occurs when the owner is unable  
          to make the loan payments secured by the first trust deed.  The  
          holder of the first forecloses, and under law, all subordinate  
          interests are wiped out.  Hence, public dollars that were used  
          for the public purpose of providing affordable rental housing  
          assistance are lost, and the low-income tenants are displaced."

          4.   Author's amendment in mockup  

          Committee staff notes that the author's proposed mockup would:  
          (1) clarify the process for notifying the trustee of a request  
          for postponement; (2) add the 180-day wall discussed above; (3)  
          clarify that the filing of a bankruptcy action does not act to  
          toll the 180 day timeframe; and (4) add a sunset.

          Committee staff further notes the proposed amendments are  
          intended to remove concerns of the opposition (a coalition of  
          trade associations).  As of the writing of this analysis, staff  
          has not received any opposition to the proposed compromise  
          amendments.


           Support  :  California Rural Legal Assistance Foundation; League  
          of California Cities; Western Center on Law & Poverty

           Opposition  :  None Known

                                        HISTORY
           
                                                                      



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           Source  :  City of Los Angeles

           Related Pending Legislation  :  None Known

          Prior Legislation  :  None Known

           Prior Vote  :

          Assembly Judiciary Committee (Ayes 7, Noes 2)
          Assembly Banking and Finance Committee (Ayes 8, Noes 1)
          Assembly Floor (Ayes 50, Noes 25)
          Senate Banking, Finance and Insurance Committee (Ayes 7, Noes 0)

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