BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 575
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          Date of Hearing:  July 8, 2009

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                             Anna Marie Caballero, Chair
                    SB 575 (Steinberg) - As Amended:  July 1, 2009

           SENATE VOTE  :  23-15
           
          SUBJECT  :  Local planning: housing element.

           SUMMARY  :  Revises timelines for the adoption of the fifth  
          revision of the housing element by specified local governments,  
          provides for timelines for subsequent housing element revisions,  
          and makes other changes related to the clean-up of SB 375  
          (Steinberg), Chapter 728, Statutes 
          of 2008.  Specifically,  this bill  :   

          1)Clarifies, for informational meetings required to be held by a  
            metropolitan planning organization (MPO) in each county within  
            the region for members of the board of supervisors and city  
            councils on the sustainable communities strategy (SCS) and  
            alternative planning strategy (APS), that the purpose of the  
            meetings is to present a draft of the SCS and APS, including  
            the key land use and planning assumptions.

          2)Clarifies that the deadline for completing required rezoning  
            shall be extended by one year 
          if the local government has completed the rezoning at densities  
            sufficient to accommodate at least 75% of the units for low-  
            and very-low income households (current law references "sites"  
            instead of "units").

          3)Requires all local governments within the regional  
            jurisdiction of the San Diego Association of Governments  
            (SANDAG) to adopt the fifth revision of the housing element 18  
            months after adoption of the first regional transportation  
            plan (RTP) is adopted after September 30, 2010.

          4)Provides that all local governments within the SANDAG region  
            shall be subject to all of the following:

             a)   If the local government has failed to adopt a housing  
               element for the fourth revision by March 31, 2010, which is  
               in substantial compliance, or has failed to complete any  
               rezoning contained in the housing element program for the  








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               fourth revision by June 30, 2010, the local government  
               shall revise its housing element not less than every four  
               years.

             b)   For the fifth revision, the local government shall,  
               prior to or concurrent with adoption of the housing  
               element, identify adequate sites in its inventory or rezone  
               adequate sites to accommodate a pro-rated portion of its  
               share of the regional housing need for the projection  
               period representing the period from July 1, 2010, to the  
               deadline for the adoption of the housing element.

          5)Provides for deadlines for subsequent revisions of the housing  
            element beyond the fifth revision.

          6)Provides, for subsequent revisions, that if a local government  
            does not adopt a housing element within 120 days of the  
            applicable deadlines, the local government shall be subject to  
            a housing element revision cycle of not less than every four  
            years until the local government has adopted two consecutive  
            revisions by the statutory deadline.

          7)Requires that the MPO or regional transportation planning  
            agency for a region that has an eight-year revision interval  
            notify the Department of Housing and Community Development  
            (HCD) and the Department of Transportation (DOT) in writing of  
            the estimated adoption date for its next RTP at least 12  
            months prior to the estimated adoption date.  

          8)Requires DOT to maintain and publish on its Internet Web site  
            a current schedule of the estimated RTP adoption dates.

          9)Requires HCD to maintain and publish on its Internet Web site  
            a current schedule of the estimated and actual housing element  
            due dates.  

          10)Requires each council of governments (COG) to publish on its  
            Internet Web site the estimated and actual housing element due  
            dates for the jurisdictions within its region and requires  
            COGs to send notice of these dates to interested parties.

          11)Provides, for purposes of determining the existing and  
            projected housing with a region, that the date of the next  
            scheduled revision of the housing element shall be deemed to  
            be the estimated adoption date of the RTP described in the  








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            notice, plus 18 months.

          12)Defines "projection period" to be the time period for which  
            the regional housing need is calculated.

          13)Requires that the regional housing need for the new  
            projection period begins on the date of December 31 or June 30  
            that most closely precedes the end of the previous projection  
            period.

          14)Provides that meetings related to the development of grant  
            guidelines and policies and the approval of grants held by the  
            Strategic Growth Council (SGC) shall be subject to the  
            Bagley-Keene Open Meeting Act.

          15)Exempts from the provisions of the Bagley-Keene Open Meeting  
            Act a meeting at which SGC members are meeting as members of  
            the Governor's cabinet.

          16)Provides that Chapter 728 of the Statutes of 2008 (SB 375,  
            Steinberg), shall be known and may be cited as the Sustainable  
            Communities and Climate Protection Act.

           EXISTING LAW  :

          1)Requires MPOs to prepare RTPs directed at achieving a  
            coordinated and balanced regional transportation system,  
            including, but not limited to, mass transportation, highway,  
            railroad, maritime, bicycle, pedestrian, goods movement, and  
            aviation facilities and services.  

          2)Requires each MPO to include, within its RTP, a SCS designed  
            to achieve specified targets for GHG emission reduction; if  
            the SCS does not achieve the reduction target, the MPO must  
            prepare an APS.
          3)Requires each city, county, or city and county to prepare and  
            adopt a general plan for its jurisdiction that contains  
            certain mandatory elements, including a housing element.

          4)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.









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          5)Requires HCD, for the fourth and subsequent revisions of the  
            housing element, to determine the existing and projected need  
            for housing for each region through the regional housing needs  
            assessment (RHNA) process.

          6)Requires, within the first year of the planning period of the  
            new housing element, the city or county to zone or rezone  
            adequate sites to accommodate the unaccommodated portion of  
            RHNA from the prior planning period, if a city or county in  
            the prior planning period failed to identify or make available  
            adequate sites to accommodate their RHNA.

          7)Requires local governments within an MPO that has elected to  
            move from a five-year to a four-year RTP cycle to adopt an  
            eight-year RHNA cycle and to adopt their next housing elements  
            18 months after the adoption of the first RTP after the  
            election.

          8)Requires all local governments within an MPO in a  
            non-attainment region, other than those within the  
            jurisdiction of SANDAG, to adopt the fifth revision of their  
            housing elements no later than 18 months after the adoption of  
            the first RTP to be adopted after September 30, 2010. 

          9)Requires local governments within SANDAG's jurisdiction to  
            adopt their fifth revision no later than five years from the  
            fourth revision, and their sixth revision no later than 18  
            months after the adoption of the first RTP to be adopted after  
            the fifth revision due date. 

          10)Requires the MPO to conduct at least two informational  
            meetings in each county within the region for members of the  
            board of supervisors and city councils on the SCS and APS.  

          11)Provides that the purpose of the informational meetings held  
            by MPOs is to present a draft of the SCS to the members of the  
            board of supervisors and the city council members in that  
            county and to solicit and consider their input and  
            recommendations.

          12)Provides for the creation of SGC, and provides that SGC  
            shall:

             a)   Identify and review activities and funding programs of  
               member state agencies that may be coordinated to improve  








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               air and water quality, improve natural resource protection,  
               increase the availability of affordable housing, improve  
               transportation, meet the goals of the California Global  
               Warming Solutions Act of 2006, encourage sustainable land  
               use planning, and revitalize urban and community centers in  
               a sustainable manner;

             b)   Recommend policies and investment strategies and  
               priorities to the Governor, the Legislature, and to  
               appropriate state agencies to encourage the development of  
               sustainable communities;
             c)   Provide, fund, and distribute data and information to  
               local governments and regional agencies that will assist in  
               developing and planning sustainable communities;

             d)   Manage and award grants and loans to support the  
               planning and development of sustainable communities; and,

             e)   Develop guidelines for awarding financial assistance and  
               eligibility, and develop criteria for determining the  
               amount of financial assistance.

          13)Provides that SGC's meetings shall be open to the public and  
            shall be subject to the Bagley-Keene Open Meeting Act.

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   

          1)SB 575 is a clean-up measure to SB 375 (Steinberg), and  
            specifically focuses on the housing provisions contained in SB  
            375, and provides for fixes to other sections of SB 375.  

          2)The provisions of SB 375 link housing policy, land use and  
            transportation planning, and environmental review with climate  
            policy, with the intent of reducing greenhouse gas emissions  
            through the development of an SCS, thus setting up a process  
            to help achieve the goals of the Global Warming Solutions Act  
            of 2006 (AB 32, Nunez, Chapter 488).  

          3)Governor Schwarzenegger signed SB 375 into law on September  
            30, 2008.  In his signing message, the Governor outlined four  
            areas in SB 375 that would require future clean-up and  
            committed that his administration would work with Senator  
            Steinberg to ensure that legislation is drafted to address  








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            these issues in the next legislative session.  The four areas  
            to be addressed are:

             a)   Provide exemptions for voter-approved Proposition 1B  
               Transportation Projects;

             b)   Expand CEQA streamlining to other projects that are  
               consistent with a SCS;

             c)   Eliminate schedule conflicts with housing element  
               updates and RTPs; and,

             d)   Mitigation for impacts to the State Highway System.

            SB 575 makes some technical corrections to clean-up SB 375,  
            but the majority of the provisions contained in SB 575 deal  
            with housing element and the housing element revision adoption  
            schedule.  The Committee may wish to ask the author why he is  
            only addressing one of the Governor's concerns outlined in his  
            signing message.

          4)One of the major sections of SB 375 coordinates the RHNA  
            process with the regional transportation planning process.   
            Prior to SB 375, local governments were required to revise  
            their housing elements every five years.  The RHNA process was  
            also on a five-year schedule.  However, most MPOs adopt an RTP  
            every four years pursuant to federal law, 
          meaning that the planning for housing and transportation rarely  
            occurs at the same.  SB 375 aligns these processes by creating  
            an eight-year housing element cycle, meaning that one RHNA  
            planning period will equal two RTP planning periods.  

          5)The alignment provisions contained in SB 375 take effect for  
            the fifth revision of the housing element for local  
            governments.  Under the provisions of SB 375, once the local  
            government receives its RHNA allocation (and adopts an RTP at  
            the same time), it then has 18 months to prepare its housing  
            element and submit it to HCD - beginning with the first RTP to  
            be adopted after September 30, 2010.  Those local governments  
            that fail to submit a housing element to HCD within the  
            18-month timeline will then fall out of the eight-year housing  
            element cycle and will then be required to submit their  
            housing element every four years to HCD.

          6)The timelines specified in SB 375 for RTP and housing element  








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            adoption, however, are problematic for SANDAG and local  
            governments in SANDAG's regional jurisdiction. Under the  
            provisions of SB 375, the fifth housing element revision for  
            local governments in SANDAG's region would be due the summer  
            of 2010, and the sixth housing element revision would be due  
            in December of 2012 (thus creating a 2  year "interim"  
            housing element).  Given that SANDAG will be the first MPO to  
            implement the provisions of SB 375, SANDAG is seeking to  
            eliminate the "interim" housing element cycle, which would  
            allow the region to focus its resources on developing the next  
            RHNA, SCS, and RTP in accordance with the goals of SB 375.  

            SANDAG does not yet have a formal position on the July 1,  
            2009, version of SB 575.  SANDAG notes that their Executive  
            Committee has supported amendments to align their next RHNA  
            and housing elements for all 19 jurisdictions (fifth revision)  
            with the schedule for preparation of SANDAG's 2011 RTP.  The  
            Executive Committee has also supported provisions in SB 575  
            that would require local jurisdictions without adopted  
            2005-2010 housing elements (fourth revision) to complete these  
            housing elements and any necessary rezoning programs within a  
            reasonable and expeditious timeframe.  SANDAG's Executive  
            Committee does not yet have a position on the requirement  
            contained in SB 575 for the 19 local jurisdictions in the San  
            Diego region to have completed any necessary rezoning to  
            accommodate the pro-rated share of RHNA for the June  
            2010-December 2012 period.

            Additionally, SB 575 sets up a process to penalize those local  
            governments in SANDAG's jurisdiction that have failed to adopt  
            a housing element for the fourth revision by March 31, 2010.   
            Those that fail to adopt their fourth revision will  
            automatically start their fifth housing element cycle on a  
            four-year schedule, rather than an eight-year cycle that other  
            local governments will follow.  The provisions of this bill  
            seem to take one region of California (San Diego) and give  
            that region a higher threshold to meet.  There are other local  
            governments that have failed to adopt their fourth housing  
            element revisions located in the jurisdiction of other MPOs  
            besides SANDAG, yet they will have the option of starting on  
            an eight-year housing cycle for their fifth revision.

          7)There is a possibility that an MPO on an eight-year RHNA cycle  
            will have cities within its jurisdiction that are on a  
            four-year housing element cycle.  SB 375 and SB 575 are silent  








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            on how the RHNA allocation process would work for those local  
            governments that are on a four-year cycle - would the local  
            government split the RHNA number in half and plan for half the  
            number in its housing element?  Or, would the MPO assign a  
            number halfway through the planning period to provide those  
            local governments on a four-year schedule with their RHNA  
            number?  The Committee may wish to ask the author to address  
            this in SB 575, since this question may create confusion for  
            local governments as they implement SB 375.

          8)SB 575 may have additional timing problems to address.  The  
            bill provides that "a local government that does not adopt a  
            housing element within 120 days of the applicable deadline  
            shall revise its housing element not less than every four  
            years until the local government has adopted two consecutive  
            revisions by the statutory deadline" - beginning in the fifth  
            housing element cycle.  This sets up the potential that a  
            local government on an eight-year cycle could fail to adopt  
            their housing element within 120 days - it is unclear at what  
            point they would begin the next four-year cycle.  Would it  
            begin half way through the eight-year process for the fifth  
            housing element, or at the beginning of the sixth revision  
            cycle?  The Committee may wish to ask the author to clarify  
            how the "two consecutive revisions" provision in the bill will  
            work under different scenarios.

           9)COMMITTEE AMENDMENTS  :  The committee amendments will correct  
            omissions in Section 3 of the bill, provide clarification on  
            what "substantial compliance" means in Section 3 of the bill,  
            and provide for other technical fixes.  

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          None on file
           
            Opposition 
           
          None on file

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