BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 1338
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          Date of Hearing:  April 13, 2011

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Cameron Smyth, Chair
               AB 1338 (Hernández) - As Introduced:  February 18, 2011
           
          SUBJECT  :  Local government: economic development: financial 
          assistance.

           SUMMARY  :  Establishes, for local governments, specified 
          requirements to be met prior to the issuance of economic 
          development loans, grants or similar financial assistance from 
          that local government.  Specifically,  this bill  :  

          1)Requires any local agency that provides economic development 
            loans, grants, or similar financial assistance, to do all of 
            the following:

             a)   Prior to providing economic development loans, grants or 
               similar financial assistance, make a written determination 
               that the subsidy is not a gift of public funds, as defined  
               in the California Constitution;

             b)   In the case of assistance involving property 
               acquisition, prior to providing any economic development 
               loans, grants, or similar financial assistance, require the 
               applicant to provide third-party appraisal of the property 
               using fair market value to determine the value of the 
               property;

             c)   In the case of assistance involving construction, 
               provide no more than 25% of the total economic development 
               loans, grants, or similar financial assistance to be 
               provided until the applicant is able to demonstrate that 
               the project is ready to enter the construction phase;

             d)   In the case of assistance involving construction, if the 
               applicant has demonstrated that the project is ready to 
               enter the construction phase and has received up to 25% of 
               the total economic development loans, grants, or similar 
               financial assistance, pursuant to c) above, provide no more 
               than 50% of the total economic development loans, grants, 
               or similar financial assistance until the applicant can 
               demonstrate that at least 50% of the project as proposed, 
               has been completed; and,








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             e)   In the case of assistance involving construction, if the 
               applicant has demonstrated that at least 50% of the project 
               has been completed and has received up to 50% of the total 
               economic development loans, grants or similar financial 
               assistance, pursuant to d) above, the local agency may 
               provide the applicant the remaining portion of the total 
               amount of the economic development loans, grants or similar 
               financial assistance.

          2)Provides, in the case of assistance involving construction, 
            if, after two years from the date 
          of approval of the project and the economic development loans, 
            grants, or similar financial assistance, the local agency 
            determines that the project is not ready to enter the 
            construction phase, pursuant to the provisions of the bill, 
            the local agency may require the applicant to return the total 
            financial subsidy that the developer has received to the local 
            agency.

          3)Defines "local agency" to mean any city, county, city and 
            county, special district, or redevelopment agency.

          4)States that the Legislature finds and declares that 
            responsible use of public funds is an issue of statewide 
            concern and not a municipal affair and states that it is the 
            intent of the Legislature that the provisions of the bill 
            apply to charter cities and charter counties.

           EXISTING LAW  :  

          1)Prohibits cities, counties and redevelopment agencies from 
            subsidizing the relocation of big box retailers and auto malls 
            within the same market area.

          2)Prohibits a local agency from entering into any form of 
            agreement that would result, directly or indirectly, in the 
            payment, transfer, diversion, or rebate of any tax revenue 
            resulting from the imposition of sales and use tax under the 
            Bradley-Burns Uniform Local Sales and Use Tax Law, in 
            specified conditions.

          3)Authorizes a local agency to require an applicant for economic 
            development loans, grants or similar financial assistance to 
            sign a statement under penalty of perjury that he or she has 








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            not been convicted of a felony.  

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   

          1)This bill places new requirements on local agencies prior to 
            the issuance of economic development funds.  Specifically, 
            this bill requires a third-party appraisal of the property 
            under consideration, and once approved, the bill requires that 
            funds from the local government are allocated in an 
            incremental fashion, based on the progress of the project.

          2)The author argues that massive land grants and subsidies are 
            being given to private developers without monitoring the 
            process of construction of the projects.  Additionally, the 
            author notes that loans and grants from local agencies for 
            economic development are issued to developers in sum, and are 
            not allocated in an incremental fashion after the developer 
            has demonstrated developmental progress.

          3)There have been previous attempts to increase accountability 
            by prescribing new requirements for local governments prior to 
            the issuance of subsidies, including SB 1103 (Cedillo, 2008) 
            and SB 103 (Cedillo, 2007).  Both of those bills would have 
            required local agencies to provide specified information to 
            the public before approving any economic development subsidy 
            over $100,000.  SB 103 was vetoed by Governor Schwarzenegger 
            and SB 1103 was used for another legislative proposal after 
            passing out of this committee.

          4)The bill states that these new requirements shall apply 
            broadly to all cities and counties and states that the use of 
            public funds is not a municipal affair.  In general terms, 
            this means that the requirements of the bill, should it be 
            signed into law, will apply to all cities, including charter 
            cities, and all counties in the state.

          5)This bill does not contain a definition for "economic 
            development loans, grants or similar financial assistance" as 
            referenced in the bill.  This lack of a definition could 
            create implementation problems for local governments because 
            of the overly broad language in the bill and could create 
            confusion for local governments.  









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            The Committee may wish to ask the author to explicitly define 
            the types of economic development activities he wants to 
            capture under the provisions of the bill.

          6)The Committee may wish to ask the author whether the 
            provisions of this bill might somehow impede the ability of 
            developers to complete their projects - does this bill account 
            for the natural problems that can sometimes occur with new 
            developments?  What if the developer is relying on other means 
            of financing beside the local government's funds to make a 
            project pencil out, and that that financer or lender backs 
            out?  Will the provisions of the bill create new barriers to 
            finishing a project on time?

          7)Support arguments:  Supporters, the Howard Jarvis Taxpayers 
            Association, argues that 
          AB 1338 "represents a fiscally prudent use of taxpayer dollars.  
            By setting construction markers at various points, the bill 
            provides transparency by ensuring that funds are only spent on 
            projects that move forward." This additional oversight will 
            help ensure that public funding is only going to viable 
            projects. 

            Opposition arguments:  Opposition could argue that the two 
            -year clock the bill creates once a project is approved could 
            be problematic.  There are a number of factors outside of a 
            builder's control that would extend the time-period between 
            project approval and construction; including, building 
            moratoriums, additional environmental permitting, 
            unanticipated litigation, etc.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Howard Jarvis Taxpayers Association

           Opposition 
           
          None on file


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









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