BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                            Senator Kevin de Le�n, Chair


          SB 1170 (Liu) - Surplus Nonresidential Property Sales: SR 710  
          Corridor.
          
          Amended: April 3, 2014          Policy Vote: T&H 11-0
          Urgency: No                     Mandate: No
          Hearing Date: April 28, 2014                            
          Consultant: Mark McKenzie       
          
          This bill meets the criteria for referral to the Suspense File. 

          
          Bill Summary: SB 1170 would require the Department of  
          Transportation (Caltrans) to offer surplus nonresidential  
          property in the State Route (SR) 710 corridor to nonprofit  
          tenants in good standing at a fair market value based on its  
          current use.

          Fiscal Impact: Potential revenue losses of approximately $10  
          million to $15 million (State Highway Account) by requiring  
          Caltrans to offer nonresidential properties in the SR 710  
          corridor for sale to nonprofit tenants at less than fair market  
          value.  Caltrans estimates that the current use limitation would  
          reduce the value on six nonresidential properties currently  
          legally occupied by nonprofit tenants.

          Background: Under existing law, whenever Caltrans determines  
          that real property acquired for highway purposes is no longer  
          necessary, that property may be sold or exchanged upon terms,  
          standards, and conditions established by the California  
          Transportation Commission (CTC).  Proceeds from the sale are  
          returned to the State Highway Account.  If a proposed state  
          highway route location is rescinded, existing law requires  
          Caltrans to sell any excess real property acquired for the  
          rescinded route location and use the proceeds to fund the state  
          highway project that is proposed as the alternative to the  
          rescinded route.

          Caltrans currently owns 460 properties in the SR 710 corridor,  
          including 330 homes and 103 mutifamily housing units.  These  
          properties were originally purchased in the corridor with the  
          intent to eventually remove the structures and construct an  
          extension to the existing SR 710 freeway to close 4.5 mile  








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          unconstructed gap in Pasadena, but the surface freeway project  
          was never built.  Caltrans is in the process of reviewing  
          options for addressing congestion in the area, and is expected  
          to determine an alternative to the surface SR 710 gap closure in  
          2015.  

          Existing law, the Roberti Act, establishes priorities and  
          procedures for the disposition of surplus residential properties  
          in the SR 710 corridor, giving priority to current owners at  
          fair market value, current occupants that meet certain  
          income-qualifications "at an affordable price," housing-related  
          public and private affordable housing entities at a price  
          necessary to maintain affordability, as specified, and then to  
          occupants and persons who intend to be owner occupants at fair  
          market value.  With respect to properties offered to specified  
          income-qualified buyers, Caltrans must provide repairs required  
          by lenders and government housing assistance programs prior to  
          the sale or provide the occupants with a replacement dwelling.   
          The Roberti Act also requires Caltrans to give priority to  
          purchase surplus nonresidential property at fair market value to  
          tenants in good standing who currently rent, lease, or otherwise  
          legally occupy the property.

          Proceeds from the sale of property pursuant to the Roberti Act  
          are deposited into the SR 710 Rehabilitation Account, which is  
          used to fund the rehabilitation of surplus SR 710 single-family  
          homes being sold to certain low- and moderate-income occupants.   
          Once the balance in that Account reaches $500,000, additional  
          proceeds are deposited into the State Highway Account for  
          projects in the following geographical areas: Pasadena, South  
          Pasadena, Alhambra, La Canada Flintridge, and the 90032 postal  
          ZIP Code (El Sereno).

          Proposed Law: SB 1170 would require Caltrans to offer surplus  
          nonresidential property in the SR 710 corridor to nonprofit  
          organization tenants in good standing at fair market value as  
          determined relative to the current use of the property.

          Staff Comments: Caltrans has identified six properties to date  
          that would be subject to the "current use" limitations on the  
          fair market value.  To the extent the current use of these  
          properties do not represent the highest and best use, there  
          would be a corresponding loss in revenues to the State Highway  
          Account at the time of sale equal to the difference between the  








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          value of the property at current use and the fair market value  
          at the property's highest and best use.  The properties affected  
          by the bill, as well as the estimated potential loss in revenues  
          as a result of the current-use limitation, are noted below:
                 Arlington Garden; potential loss in the range of $5  
               million to $10 million
                 Ronald McDonald House; potential loss of approximately  
               $500,000
                 Cottage Co-op Nursery; potential loss of approximately  
               $100,000
                 Sequoyah School; potential loss of approximately $3  
               million
                 Waverly Schools and Garden; potential loss of $1 million
                 Pasadena Avenue Community Garden; potential loss in the  
               range of $500,000 to $750,000