BILL ANALYSIS                                                                                                                                                                                                    �



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          SENATE THIRD READING
          SB 827 (Liu)
          As Amended  April 8, 2014
          Majority vote 

           SENATE VOTE  :25-10  
           
           LOCAL GOVERNMENT    7-1         JUDICIARY           8-1         
           
           ----------------------------------------------------------------- 
          |Ayes:|Achadjian, Levine, Alejo, |Ayes:|Wieckowski, Alejo, Chau,  |
          |     |Bradford, Gordon, Mullin, |     |Dickinson, Garcia,        |
          |     |Rendon                    |     |Gorell, Muratsuchi, Stone |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Melendez                  |Nays:|Wagner                    |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 

           SUMMARY  :  Extends the sunset date on Los Angeles County's (L.A.  
          County) authority to notify specified parties when a notice of  
          default or a notice of sale is recorded, and to collect  
          associated fees.  Specifically,  this bill  :   

          1)Extends, from January 1, 2015, to January 1, 2020, the sunset  
            date on L.A. County's authority to allow the L.A. County  
            Recorder (Recorder) to notify by mail the party or parties  
            subject to a notice of default or a notice of sale, including  
            the occupants of that property, as specified.

          2)Reduces, from 20 days to 14 days of recordation, the time by  
            which the Recorder is to notify the party or parties subject  
            to a notice of default or a notice of sale.

          3)Changes, from January 1, 2014, to January 1, 2019, the date by  
            which L.A. County must submit a report to the Senate Judiciary  
            Committee and the Assembly Local Government Committee  
            regarding the notifications authorized pursuant to 1) above,  
            and requires the following additional information to be  
            included in the report:

             a)   Documented examples showing how L.A. County's homeowner  
               notification program led to successful investigations of  
               real estate fraud activity, referrals to prosecuting  








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               agencies, avoided foreclosures, or helped property owners  
               and residents to avoid falling victim to real estate fraud;

             b)   An evaluation of whether L.A. County's homeowner  
               notification program, in comparison to other available  
               policy tools in L.A. County is a cost-effective approach to  
               combating real estate fraud and reducing foreclosures;

             c)   An evaluation of whether L.A. County's homeowner  
               notification program is an effective way to inform tenants  
               of an impending foreclosure and to combat abusive  
               post-foreclosure practices by property owners; and,

             d)   An assessment of how L.A. County's homeowner  
               notification program compares to real estate fraud and  
               foreclosure prevention programs being implemented in at  
               least three other large, urban California counties.

          4)Extends, from January 1, 2015, to January 1, 2020, the sunset  
            date on the Recorder's authority to collect a fee of up to $7  
            from the party filing a notice of default or notice of sale,  
            as specified.

          5)Finds and declares that a special law is necessary and that a  
            general law cannot be made applicable within the meaning of  
            the California Constitution Article IV Section 16 because L.A.  
            County is experiencing a unique and prolonged recovery from  
            the financial and real estate fraud crisis.

           EXISTING LAW  :

          1)Allows the Recorder, upon the adoption of an authorizing  
            resolution by the L.A. County Board of Supervisors, to mail a  
            notice to the party or parties executing a deed, quitclaim  
            deed, or deed of trust, within 30 days of recordation.

          2)Allows the Recorder to collect an additional fee from the  
            party filing a deed, quitclaim deed, or deed of trust, to  
            implement the above provision.  This fee shall not exceed the  
            mailing cost of the above notice, not to exceed $7.

          3)Allows the Recorder, upon adoption of an authorizing  
            resolution by the L.A. County Board of Supervisors, to notify  
            the party or parties subject to a notice of default or notice  








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            of sale, including the occupants of that property.  The  
            Recorder may notify those individuals by mail within five  
            days, but in any event no more than 20 days, of the recording  
            of those documents.

          4)Allows the Recorder to collect an additional fee from a party  
            filing a notice of default or notice of sale.  This fee shall  
            not exceed the mailing cost of the notice and the actual cost,  

          if any, to provide information, counseling, or assistance to a  
            person who receives the notice, not to exceed $7.  This fee  
            may include specified administrative costs to carry out the  
            notification program, but such administrative costs shall not  
            exceed 10% of the total fee collected.

          5)Sunsets the Recorder's authority to notify parties of the  
            recording of a notice of default or 
          a notice of sale, and to collect an additional fee from the  
            party recording the notice, on 
          January 1, 2015.

          6)Requires a trustee or authorized agent that represents a  
            foreclosing financial institution to post and mail a notice  
            informing the residents of a property about a pending  
            foreclosure sale.  This notice informs residents that the  
            property may be sold at a foreclosure sale, the requirements  
            of an eviction notice, and that they may wish to contact a  
            lawyer or a local legal aid or housing counseling agency to  
            discuss any rights they may have.

           FISCAL EFFECT  :  None

           COMMENTS  :   

          1)Purpose of this bill.  This bill extends, until January 1,  
            2020, the sunset date on L.A. County's authority to authorize  
            its Recorder to notify by mail the party or parties subject to  
            a notice of default or a notice of sale, including the  
            occupants of that property, and to collect fees for this  
            purpose from those recording such documents.  The existing  
            sunset date is January 1, 2015.  This bill also adds several  
            elements to a report that L.A. County must submit to specified  
            legislative committees.  This bill is sponsored by the L.A.  
            County Board of Supervisors.








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          2)Author's statement.  According to the author, "The home  
            foreclosure crisis has created opportunities for more  
            fraudulent transactions, as well as displacing renters who had  
            no idea that the home they occupy was in the process of  
            foreclosure.  A Los Angeles County Real Estate Fraud/Predatory  
            Lending Task Force in 2009 made a series of recommendations,  
            including adding notices about default and sale to the  
            existing state law for the County, due to the severity of the  
            home foreclosure crisis in Los Angeles County. 

            "SB 827 extends the authority of the Los Angeles County  
            Registrar Recorder to notify parties of the recording of a  
            notice of default or notice of sale, and to collect a fee not  
            to exceed $7, from the party recording the notice, through  
            January 1, 2020.  This bill extends the reporting requirements  
            and fraud-alert program authorized by SB 62 [Chapter 141],  
            which Senator Liu authored in 2011.

            "The County has established the initial framework to implement  
            the SB 62 notice program, but the original bill expires on  
            January 1, 2015.  The County needs more time to implement the  
            notice program, given the size of Los Angeles County and the  
            large number of foreclosures.

            "This bill will help prevent property sale fraud and protect  
            homeowners in Los Angeles County.  When the County records a  
            notice of default or notice of sale for a home, the occupants  
            will receive a notice in the mail.  Residents will know that a  
            home is being sold, foreclosed on, or is possibly involved in  
            a fraudulent transaction."

          3)Background.  State law generally provides that any instrument  
            or judgment affecting the title to or possession of real  
            property may be recorded at a county recorder's office.   
            Recordable instruments include: 

             a)   Various types of deeds, which are used to transfer or  
               convey title to real property;

             b)   Notices of default, which must be recorded to initiate  
               foreclosure proceedings; and,

             c)   Notices of sale, which must be recorded before real  








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               property can be sold through the foreclosure process.

          4)Los Angeles County Homeowner Notification Program.  The Los  
            Angeles County Homeowner Notification Program was authorized  
            by SB 1842 (Watson), Chapter 815, Statutes of 1992, which  
            allowed L.A. County to establish a three-year real estate  
            anti-fraud pilot program to address a significant crisis in  
            the county with foreclosures related to falsified real estate  
            loan documents.  Under the program, L.A. County notifies  
            homeowners by mail when a deed, quitclaim deed, or deed of  
            trust is recorded against their property.  The mailing  
            instructs homeowners to contact the County Department of  
            Consumer Affairs (DCA) if they suspect forgery or fraud, or if  
            they need additional assistance.  Initially, the Recorder was  
            allowed to charge an additional fee for filing these documents  
            to cover the cost of the notifications, not to exceed $10.   
            The program was re-authorized in 1996 without a sunset date  
            and with the authority for the Recorder to collect an  
            additional fee of up to $7 from the party filing a deed,  
            quitclaim deed, or deed of trust, to cover the cost of mailing  
            the notice.
            SB 62 expanded the program by allowing the Recorder to notify  
            property owners and tenants when a notice of default or a  
            notice of sale is recorded.  The fee authority was expanded to  
            cover the mailing cost and the actual cost to provide  
            information, counseling, or assistance to a person who  
            receives the notice, not to exceed $7.  SB 62 also required  
            the Board of Supervisors to submit a report by January 1,  
            2014, to the Senate Judiciary Committee and the Assembly Local  
            Government Committee that includes, but is not limited to, a  
            copy of the type of notices mailed, the number of recorded  
            notices of default and sale for which a fee was collected, the  
            amount of fees collected, and the amount of fees spent to  
            provide housing information, counseling, and assistance.   
            These statutes sunset on January 1, 2015.

            While this extended authority was enacted in 2011, L.A. County  
            didn't begin implementing these provisions until December  
            2013.  Because L.A. County did not begin implementing SB 62's  
            provisions until late last year, L.A. County had no data to  
            include in the report it submitted to the Legislature by  
            January 1, 2014.  However, the L.A. County DCA "has performed  
            1657 counseling calls and opened 121 cases of Real Estate  
            fraud and 86 cases of foreclosure protection," according to  








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            the Consumer Federation of California.

            According to the L.A. County Board of Supervisors, sponsor of  
            this bill, "DCA currently receives approximately 10,000 calls  
            annually from homeowners on the existing program for deeds,  
            and conducts more than 500 fraud investigations.  DCA projects  
            that more than 700,000 notifications were mailed in 2013, and  
            notes that a recent survey showed that more than 96% of  
            homeowners support the notification program."

            This bill extends the sunset date on the program's authority  
            to notify property owners and tenants when a notice of default  
            or a notice of sale is recorded, including the $7 fee  
            authority, and requires the report to the Senate Judiciary  
            Committee and the Assembly Local Government Committee to  
            include the following additional components:

             a)   Documented examples showing how L.A. County's homeowner  
               notification program led to successful investigations of  
               real estate fraud activity, referrals to prosecuting  
               agencies, avoided foreclosures, or helped property owners  
               and residents avoid falling victim to real estate fraud;

             b)   An evaluation of whether L.A. County's homeowner  
               notification program, in comparison to other available  
               policy tools in L.A. County, is a cost-effective approach  
               to combating real estate fraud and reducing foreclosures;

             c)   An evaluation of whether L.A. County's homeowner  
               notification program is an effective way to inform tenants  
               of an impending foreclosure and to combat abusive  
               post-foreclosure practices by property owners; and,

             d)   An assessment of how L.A. County's homeowner  
               notification program compares to real estate fraud and  
               foreclosure prevention programs being implemented in at  
               least three other large, urban California counties.

          5)Proposition 26 of 2010.  In the November 2010 election,  
            California voters approved Proposition 26, which amended the  
            California Constitution to expand the definitions of local  
            taxes and tax increases that require voter approval.  Under  
            Proposition 26, any levy, charge, or exaction of any kind  
            imposed by a local government is a tax, requiring voter  








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            approval, with the following exceptions:

             a)   A charge for a benefit or privilege conveyed directly to  
               the payor and not conveyed to those not charged;

             b)   A charge for a service or product provided directly to  
               the payor and not provided to those not charged;

             c)   A fee to cover certain costs of regulation;

             d)   Entrance fees for state or local property;

             e)   Fines imposed by a court or a local government;

             f)   A charge imposed as a condition of property development;  
               and,

             g)   Assessments and property related fees governed by  
               Proposition 218 of 1996.

            It is unclear whether L.A. County's fees on recorded real  
            estate documents to fund the homeowner notification program  
            qualify under any of these exceptions.   

          6)Previous legislation.  SB 62 (Liu), Chapter 141, Statutes of  
            2011, allowed L.A. County, until January 1, 2015, to authorize  
            its recorder to notify by mail the party or parties subject to  
            a notice of default or a notice of sale, including the  
            occupants of that property, and to collect fees for this  
            purpose from those recording such documents.

            SB 878 (Liu) of 2010, would have authorized a notification  
            program identical to that in 
            SB 62.  SB 878 was vetoed with the following message:

               While the goals of SB 878 are laudable, the bill is  
               unnecessary as foreclosure statutes require that  
               notices of default and notices of sale be mailed to  
               the owner of the property. Moreover, notices of sale,  
               in addition to being mailed to the property owner,  
               must also be posted on the property, providing notice  
               to both the occupant and owner of a pending  
               foreclosure action, effectively making SB 878  
               redundant.








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            AB 2618 (Nestande), Chapter 44, Statutes of 2010, authorized  
            the board of supervisors of every county in the state to adopt  
            a resolution to authorize the county recorder to notify the  
            party or parties executing a deed, quitclaim deed, or deed of  
            trust of the recordation of the deed.

            SB 1631 (Watson), Chapter 177, Statutes of 1996, reauthorized  
            L.A. County to notify property owners whenever a deed,  
            quitclaim deed, or deed of trust is recorded on their title.   
            This bill permitted the L.A. County Recorder to collect a fee  
            not to exceed $7 from a party recording such deeds in order to  
            fund the notification program. 

            SB 1842 (Watson), Chapter 815, Statutes of 1992, permitted the  
            L.A. County Recorder, within 30 days of recordation of a deed,  
            quitclaim deed, or deed of trust, to notify by mail the party  
            executing the document.  This bill permitted the L.A. County  
            Recorder to collect a fee not to exceed $10 from a party  
            recording such deeds in order to fund the notification  
            program, and included a repeal provision to sunset the bill on  
            January 1, 1996.

          7)Arguments in support.  The L.A. County Board of Supervisors,  
            sponsor of this bill, states, "Despite an improving Los  
            Angeles County housing market, foreclosure remains a  
            significant problem for homeowners.  Real estate scammers  
            often locate and contact their victims from County records of  
            foreclosures.  As the real estate market improves, DCA also  
            expects to see an increase in real estate fraud complaints as  
            scammers try to exploit increasing property values.  SB 827  
            will allow the County to continue to provide needed assistance  
            to property owners and to occupants who are subject to real  
            estate and foreclosure fraud."

          8)Arguments in opposition.  None on file.

           
          Analysis Prepared by  :    Angela Mapp / L. GOV. / (916) 319-3958 


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