BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 485
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          Date of Hearing:   April 6, 2011

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Cameron Smyth, Chair
                   AB 485 (Ma) - As Introduced:  February 15, 2011
           
          SUBJECT  :   Local planning: transit village development 
          districts.

           SUMMARY  :   Allows local officials to divert property tax 
          increment revenues to pay for public facilities and amenities 
          within transit village development districts (TVDDs).  
          Specifically, this bill  :  

          1)Defines "transit facility," for purposes of being an eligible 
            project within an IFD as any publicly owned facility and 
            amenity necessary to implement a TVP.

          2)Specifies that an election is not required to form an IFD, 
            adopt an infrastructure financing plan, or issue bonds.

          3)Requires, if a city, county, or city and county finances a 
            transit district using tax increment financing (TIF) collected 
            through an IFD, then the city, county, or city and county 
            shall do all of the following:

             a)   Use at least 20% of all revenues derived from the TIF to 
               increase, improve, and preserve the supply of lower- and 
               moderate-income housing available in the district at 
               affordable housing costs, and occupied by persons and 
               families of low- or moderate-income, lower- income 
               households, very low-income households, and extremely 
               low-income households;

             b)   Require that the housing units listed above remain 
               available at affordable housing cost to, and occupied by, 
               persons and families of low- or moderate-income and 
               very-low income and extremely-low income households for the 
               longest feasible time, but not for less than 55 years for 
               rental units and 45 years for owner-occupied units;

             c)   Rehabilitate, develop, or construct, or cause to be 
               rehabilitated, developed, or constructed, for rental or 
               sale to persons and families of low- or moderate-income, an 
               equal number of replacement dwelling units that have an 








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               equal or greater number of bedrooms as the destroyed or 
               removed units, at affordable housing costs within the 
               district, and within four years after the destruction or 
               removal, whenever dwelling units housing persons and 
               families of low- or moderate-income are destroyed or 
               removed from the low- and moderate-income housing market as 
               part of the development of a transit district that is 
               subject to a written agreement with the city, county, or 
               city and county, or when financial assistance has been 
               provided by the city, county, or city and county;

             d)   Require that the replacement dwelling units be available 
               at affordable housing cost to and occupied by persons and 
               families in the same or a lower-income category as the 
               persons and families displaced from those destroyed or 
               removed units;

             e)   Included in the TVP, as one of the five demonstrable 
               public benefits, either an increased stock of affordable 
               housing or live-travel options for transit-needy groups; 
               and,

             f)   Included in the TVP provisions on how to implement the 
               affordable housing requirements added by this measure.

          4)Makes findings and declarations that it is the intent of the 
            Legislature that TVDDs be environmentally conscious and 
            sustainable, ant that related construction meet or exceed the 
            requirements of the California Green Building Standards Code. 

           EXISTING LAW  :

          1)Authorizes, under the Transit Village Development Planning Act 
            of 1994 (Act), a city or county to prepare a transit village 
            plan (TVP) for a TVDD that addresses the following 
            characteristics:

             a)   A neighborhood centered around a transit station that is 
               planned and designed so that residents, workers, shoppers, 
               and others find it convenient and attractive to patronize 
               transit;

             b)   Mix of housing types, including apartments, within not 
               more than one-half mile of the exterior boundary of the 
               parcel on which the transit station is located;








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             c)   Other land uses, including a retail district oriented to 
               the transit station and civic uses, including day care 
               centers and libraries;

             d)   Pedestrian and bicycle access to the transit station, 
               with attractively designed and landscaped pathways;

             e)   A transit system that should encourage and facilitate 
               intermodal service, and access by modes other than single 
               occupant vehicles;

             f)   Demonstrable public benefits beyond the increase in 
               transit usage; and,

             g)   Sites where a density bonus of at least 25% may be 
               granted pursuant to specified performance standards.

          2)Requires a TVP to include any five public benefits from a list 
            of 13 specified public benefits.

          3)Authorizes cities and counties to create infrastructure 
            financing districts (IFDs) and issue bonds to pay for 
            community scale public works:  highways, transit, water 
            systems, sewer projects, flood control, child care facilities, 
            libraries, parks, and solid waste facilities.

          4)Allows an IFD to divert property tax increment revenues from 
            other local governments, excluding school districts, for up to 
            30 years, in order to pay back bonds issued by the IFD.

          5)Requires that in order to form an IFD a city or county must 
            develop an infrastructure plan, send copies to every 
            landowner, consult with other local governments, and hold a 
            public hearing.


          6)Requires that when forming an IFD, local officials must find 
            that its public facilities are of communitywide significance 
            and provide significant benefits to an area larger than the 
            IFD.

          7)Requires that every local agency who will contribute its 
            property tax increment revenue to the IFD approve the plan.









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          8)Requires a two-thirds voter approval of the formation of the 
            IFD and the issuance of bonds.

          9)Requires majority voter approval for setting the IFD's 
            appropriations limits.

          10)Specifies that public agencies that own land in a proposed 
            IFD may not vote on issues regarding the district.

          11)Authorizes IFDs to issue a variety of debt instruments, 
            including bonds, certificates of participation, leases, and 
            loans.

           FISCAL EFFECT  :   None

           COMMENTS  :   

          1)Many local governments and transit agencies understand the 
            benefits of using transit-oriented development (TOD) as an 
            urban planning tool to help communities deal with the possible 
            negative impact of unrestricted growth and sprawl.  Some of 
            these impacts include growing traffic gridlock and commuting 
            times, the loss of open space, and increased air and water 
            pollution.  Working with local transit agencies, local 
            communities are creating strong centralized mixed-use 
            communities by developing TOD projects that are clustered 
            around train stations and bus centers.  The environment and 
            local economies are enhanced by TOD, and the publicly 
            supported transit systems benefit from nearby residents and 
            businesses.

            However, there are roadblocks to TOD development in the state, 
            including the long planning process and spiraling construction 
            costs.  The Act provides no funding mechanism to help deliver 
            the improvements outlined in the legislation.  The reality is 
            that TOD projects must compete with other local priorities and 
            a scarcity of transportation funding.

          2)According to the author, this bill helps resolve this dilemma 
            of transit village funding scarcity by making available a new 
            funding tool to communities and transit districts that choose 
            to pursue TOD.  This bill allows local communities to use TIF 
            so they can finance current improvements that will create 
            future gains in property tax revenues.  The author points out 
            that when a TOD project is completed there is an increase in 








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            the value of the surrounding areas that often spurs new 
            investment.  This increased site value and investment creates 
            additional taxable property that can increase incoming tax 
            revenues to local communities.  The increase in TIF would be 
            used to finance the debt issued to pay for the project.  This 
            bill also requires that 20% of the collected TIF go towards 
            funding affordable housing in the transit district.




          3)AB 338 (Ma) was an identical measure passed by the Legislature 
            last year; however, Governor Schwarzenegger vetoed the measure 
            stating that "This bill would eliminate voter approval 
            requirements for the creation of an IFD and the issuance of 
            tax allocation bonds by an IFD.  In doing so, this measure 
            would undermine the rights of voters to approve or reject 
            proposals to redirect their tax dollars and incur public debt. 
             Unlike the creation of a redevelopment plan, the creation of 
            an IFD is not conditioned upon a finding of blight, or upon 
            any other statutory or constitutional restraints other than 
            strict voter approval requirements.  As such, elections are 
            the sole basis of public input and fiscal discipline in the 
            creation of an IFD, and it is necessary to require voter 
            approval."

            AB 1221 (Ma) was an identical measure passed by the 
            Legislature in 2008; however, Governor Schwarzenegger vetoed 
            the measure using the blanket veto message regarding the 
            delayed Budget. 

          4)Support arguments:  TOD encourages local residents to live 
            near and use mass transit and helps communities deal with the 
            potential negative impacts of unrestricted growth and sprawl, 
            growing traffic gridlock and commuting times.  Supporters 
            argue that allowing TVDDs to use TIF to pay for infrastructure 
            costs will provide a cost effective tool for pursuing 
            transit-oriented development projects.   

            Opposition arguments:  Opposition could say that by removing 
            the voter approval requirements for the creation of an IFD and 
            the issuance of tax allocation bonds will remove any input or 
            direct voter oversight.  Moreover, with the removal of the 
            voting requirement the measure is creating more of a 
            redevelopment type agency without the requirement of making a 








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            finding of blight.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          San Francisco Bay Area Rapid Transit District (BART)

           Opposition 
           
          CA Taxpayers Association (CalTax) 
           
          Analysis Prepared by  :    Katie Kolitsos / L. GOV. / (916) 
          319-3958