BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2194
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          ASSEMBLY THIRD READING
          AB 2194 (Mullin)
          As Introduced  February 20, 2014
          Majority vote 

           LOCAL GOVERNMENT    9-0                                         
           
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          |Ayes:|Achadjian, Levine, Alejo, |     |                          |
          |     |Bradford, Gordon, Wagner, |     |                          |
          |     |Mullin, Rendon, Waldron   |     |                          |
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          SUMMARY  :  Expands the services that may be financed with  
          Mello-Roos special taxes to include stormwater management,  
          including, but not limited to, compliance with state and federal  
          stormwater permit requirements.  

           EXISTING LAW  :

          1)Authorizes, under the Mello-Roos Community Facilities Act of  
            1982, a local agency to establish a Community Facilities  
            District (CFD) to finance public facilities and certain public  
            services through the imposition of special taxes and the  
            issuance of bonds.

          2)Authorizes a CFD to finance the following types of services:

             a)   Flood and storm protection services, including, but not  
               limited to, the operation and maintenance of storm drainage  
               systems, plowing and removal of snow, and sandstorm  
               protection system; 

             b)   Removal or remedial action for the cleanup of any  
               hazardous substances released or threatened to be released  
               into the environment;

             c)   Police protection services, fire protection and  
               suppression services, ambulance and paramedic services;

             d)   Recreation program services, library services,  
               maintenance services for elementary and secondary school  
               sites and structures; and,









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             e)   Maintenance and lighting of parks, streets, roads, and  
               open space. 

          3)Authorizes a CFD to finance the purchase, construction,  
            expansion, improvement, or rehabilitation of facilities,  
            including:

             a)   Facilities, publicly or privately owned, for flood and  
               storm protection purposes, including storm drainage systems  
               and sandstorm protection systems;

             b)   Facilities to transmit and distribute water, natural gas  
               pipeline facilities, and telephone lines;

             c)   Child care facilities and libraries;

             d)   Local park, recreation, parkway, and open space  
               facilities; and,

             e)   Elementary and secondary school sites and structures.  
           
          FISCAL EFFECT  :  None

           COMMENTS  :   

          1)Purpose of this bill.  This bill expands the list of services  
            that may be financed with Mello-Roos special taxes to include  
            stormwater management, including, but not limited to,  
            compliance with state and federal stormwater permit  
            requirements.  This bill is author-sponsored.  

          2)Author's statement.  According to the author, "Numerous local  
            governments throughout California are facing increasingly high  
            costs associated with funding projects and mitigation efforts  
            associated with meeting the requirement of federal and state  
            storm water permits.  This bill seeks to provide an additional  
            funding mechanism that is consistent with existing authority  
            already provided for Mello Roos Financing Districts.  

            "Municipal wastewater treatment has made significant progress  
            in reducing pollution discharges. For cities to now comply  
            with the Clean Water Act they will need to develop  
            comprehensive solutions to urban runoff.  In order to comply  
            with municipal storm water permits, cities are looking at  








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            projects across their cities that will cost millions and in  
            some cases billions of dollars over the next ten years."  

          3)Mello-Roos.  The Mello-Roos Community Facilities Act allows  
            counties, cities, special districts, and school districts to  
            form a CFD and levy special taxes (parcel taxes) to finance a  
            wide variety of facilities and services, including parks,  
            recreation centers, schools, libraries, child care facilities,  
            and utility infrastructure.  Current law establishes the  
            process for the formation of a CFD, and requires two-thirds  
            voter approval for the Mello-Roos special tax.  If there are  
            fewer than 12 registered voters, the affected landowners vote.  
             A CFD issues bonds secured by these special taxes to finance  
            the facilities and services.  

            In addition to financing public works such as park, school,  
            and library facilities, CFDs can pay for improvements on  
            privately owned buildings or real property.  For example, CFDs  
            may pay for facilities, whether privately or publicly owned,  
            for flood and storm protection.  

            Mello-Roos is an important feature of the local fiscal  
            landscape, providing local officials with a key tool for  
            accumulating the public capital needed to pay for the public  
            works projects that make new residential development possible.  
             Mello-Roos is an attractive financial tool because it  
            provides more flexibility and can be used to finance  
            facilities that are not located in the district, and there is  
            no requirement that the special tax is apportioned on the  
            basis of benefit to the property.  

          4)Stormwater Permits.  There has been a shift in the stated  
            goals of stormwater management in California from earlier  
            efforts to control pollutants and implement good management  
            practices to a more holistic strategy.  For example, the State  
            Water Board states that stormwater is an important resource  
            and that capturing water that runs off concrete and  
            non-permeable surfaces and using it to encourage the  
            replenishment of groundwater supplies leads to less pollutants  
            that flow into our waterways.  

            Current law regulates discharges of pollutants in stormwater  
            and urban runoff by regulating, through the National Pollutant  
            Discharge Elimination System (NPDES) Permit system, industrial  








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            discharges, discharges through the municipal storm drain  
            systems and from industrial activity.  According to the State  
            Water Resources Board, "The Water Boards draw authority for  
            storm water regulation from the federal Water Pollution  
            Control Act (Clean Water Act) and from direction within the  
            Clean Water Act which puts the framework for regulating storm  
            water discharges under the NPDES Permit system.  Cities and  
            other jurisdictions that operate large and medium and small  
            storm water systems as well as specific industrial activity  
            sites, including construction sites that disturb more than an  
            acre of land, must apply for storm water permits.  The State  
            Water Board provides policy and regulatory oversight, on  
            behalf of the federal government."

          5)Existing financial tools and Proposition 218.  Current law  
            authorizes counties and cities to impose special taxes,  
            benefit assessments, and property-related fees in order to  
            fund water pollution prevention and stormwater services.  The  
            California Constitution distinguishes among taxes, assessments  
            and fees for property-related revenues, and requires certain  
            actions before such revenues may be collected.  A special tax  
            requires two-thirds voter approval and a benefit assessment  
            requires weighted majority property owner approval.  For a  
            property- related fee, Proposition 218 of 1996 requires local  
            officials to identify the parcels, calculate the fee for each  
            parcel, and conduct a majority protest proceeding 45 days  
            after mailing notice of a new fee to all fee payers.   
            Additionally, Article XIII D, Section 6, subdivision (c) of  
            the California Constitution provides that "Except for fees or  
            charges for sewer, water, and refuse collection services, no  
            property related fee or charge shall be imposed or increased  
            unless and until that fee or charge is submitted and approved  
            by a majority vote of the property owners of the property  
            subject to the fee or charge or, at the option of the agency,  
            by a two-thirds vote of the electorate residing in the  
            affected area."  

          6)Previous legislation.  Several bills have expanded the list of  
            facilities and services that can be financed by Mello-Roos  
            taxes.  Most recently, SB 555 (Hancock), Chapter 493, Statutes  
            of 2011, authorized the use of Mello-Roos taxes to help  
            finance renewable energy, water conservation, and energy  
            efficiency improvements on private property.  









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            Additionally, a number of bills have addressed the broader  
            issue of financing for stormwater management.  AB 2403  
            (Rendon) of the current legislative session, pending in the  
            Assembly, expands the definition of "water" in the Proposition  
            218 Implementation Act to water, including, but not limited  
            to, recycled water and reclaimed stormwater for the provision  
            of water service.  AB 2403 seeks to codify the recent court  
            decision in Griffith v. Pajaro Valley Water Management Agency,  
            220 Cal. App. 586, which found that a groundwater augmentation  
            charge is a fee for "water service" and is therefore included  
            in Proposition 218's exemption from election requirements for  
            "water service."  

            AB 418 (Mullin) of the current legislative session, pending on  
            the Assembly Floor for concurrence in Senate amendments, would  
            authorize the City/County Association of Governments (C/CAG)  
            of San Mateo County to impose a special tax or a property-  
            related fee, in compliance with the California Constitution,  
            to implement stormwater management programs consistent with  
            the joint powers agreement of C/CAG's member agencies.  
            SB 790 (Pavley), Chapter 620, Statutes of 2009, authorized  
            grants for projects designed to implement or promote  
            low-impact development that will contribute to the improvement  
            of water quality or reduce stormwater runoff and for projects  
            designed to implement specified stormwater management plans.   
            SB 790 also authorized a city, county, or special district to  
            develop stormwater management plans that meet certain  
            requirements.  

            SCA 18 (Liu) of 2009, which failed passage on the Senate  
            Floor, would have exempted new or increased stormwater and  
            urban runoff management fees or charges from the California  
            Constitution's voter approval requirements for  
            property-related fees and charges.  

            SB 2058 (Morrow) of 2002 was never heard in a policy  
            committee, but would have required each regional water quality  
            board to allocate 25% of the industrial and construction storm  
            water permit fee revenues they receive each year to cities and  
            counties to carry out storm water management activities in the  
            region.  

          7)Policy considerations.  The Legislature may wish to consider  
            in light of the long list of services that may be associated  








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            with stormwater management and compliance with federal and  
            state permit requirements, if this bill should be narrowed to  
            more accurately specify the types of projects, facilities,  
            materials, and services the author intends to include.  For  
            example, this bill would authorize the financing for  
            educational requirements that must be complied with in order  
            to obtain a stormwater permit, but does not explicitly add  
            facilities for the purposes of stormwater management to the  
            list of facilities and services that can be financed by  
            Mello-Roos.  

            Additionally, the Legislature may wish to ask the author in  
            moving forward to further clarify his intent and specify that  
            Mello-Roos special taxes should only be used for compliance  
            with state and federal municipal stormwater requirements.  
                
           8)Arguments in support.  Supporters argue that local governments  
            across the state continue to struggle to comply with state and  
            federal storm water permits, and that this bill will provide  
            them with an additional, modest tool to help them fund the  
            projects necessary to comply.  

          9)Arguments in opposition.  None on file.  
           

          Analysis Prepared by  :    Misa Yokoi-Shelton / L. GOV. / (916)  
          319-3958 


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