BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2702
                                                                  Page  1

          Date of Hearing:   April 14, 2004

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Simon Salinas, Chair
                  AB 2702 (Steinberg) - As Amended:  March 26, 2004
           
          SUBJECT  :   Housing: second units.

           SUMMARY  : Creates an alternative production-based certification  
          process for the housing elements of cities and counties.   
          Specifically,  this bill  :

          1)Changes the definition of "by right" in the context of  
            provision of sufficient sites for owner-occupied and rental  
            residential use and farmworker housing to state that such use  
            does not require a planned unit development or other  
            discretionary permit.

          2)Authorizes a local government to provide for the creation of  
            second units in single-family and multifamily residential  
            zones by an ordinance that may do any of the following:

             a)   Designate areas within the jurisdiction of the local  
               agency where second units may be permitted that may be  
               based on criteria that may include, but are not limited to,  
               the adequacy of water and sewer services and the impact of  
               second units on traffic flow.

             b)   Impose reasonable standards on second units that  
               include, but are not limited to, parking, height, setback,  
               lot coverage, architectural review, maximum size of a unit,  
               and standards that prevent adverse impacts on any real  
               property that is listed in the California Register of  
               Historic Places.

             c)   Provide that second units do not exceed the allowable  
               density for the lot upon which the second unit is located,  
               and that second units are a residential use that is  
               consistent with the existing general plan and zoning  
               designation for the lot.

          3)Prohibits a second-unit ordinance from being considered in the  
            application of any local ordinance, policy, or program to  
            limit residential growth.









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          4)Requires a local government, when it receives its first  
            application for a permit pursuant to this bill's provisions on  
            or after July 1, 2003, to approve or disapprove the  
            application ministerially without discretionary review or a  
            hearing.  

          5)Specifies that no provision of this bill may be construed to  
            require a local government to adopt or amend an ordinance for  
            the creation of second units, and authorizes a local  
            government to charge a fee to reimburse it for the costs of  
            adopting or amending any ordinance that provides for the  
            creation of second units.

          6)Requires a local government that has not adopted an ordinance  
            governing second units in accordance with this bill, when it  
            receives its first application for a permit for a second unit,  
              to accept the application and approve or disapprove the  
            application ministerially without discretionary review, unless  
            it adopts an ordinance within 120 days after receiving the  
            application.

          7)Prohibits a local government from requiring a variance or  
            discretionary permit for the creation of a second unit and  
            requires it to approve an application for a second unit that  
            complies with all of the following:

             a)   The unit is not intended for sale and may be rented;

             b)   The lot is zoned for single-family or multifamily use;

             c)   The lot contains an existing single-family dwelling;

             d)   The second unit is either attached to the existing  
               dwelling or detached from the existing dwelling and located  
               on the same lot as the existing dwelling;

             e)   Requirements relating to height, setback, lot coverage,  
               architectural review, site plan review, fees, charges, and  
               other zoning requirements generally applicable to the  
               primary dwelling in which the property is located;

             f)   Local building code requirements which apply to detached  
               dwellings, as appropriate;

             g)   Approval by the local health officer where a private  








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               sewage disposal system is being used, if required.

          8)Prohibits any other local ordinance, policy, or regulation  
            from being the basis for the denial of a building permit or a  
            use permit for a second unit.

          9)Specifies that this bill establishes the maximum standards  
            that local agencies may use to evaluate proposed second units  
            on lots zoned for residential use that contain an existing  
            single-family dwelling, and prohibits any additional  
            standards, with specified exceptions, from being utilized or  
            imposed.

          10)States that no changes in zoning ordinances or other  
            ordinances or any changes in the general plan shall be  
            required to implement this bill, but authorizes a local  
            government to amend its zoning ordinance or general plan to  
            incorporate the policies, procedures, or other provisions  
            applicable to the creation of second units if these provisions  
            are consistent with the limitations of this bill.

          11)Prohibits a second unit that conforms to the requirements of  
            this bill from being considered to exceed the allowable  
            density for the lot upon which it is located, and requires  
            that such a second unit shall be deemed to be a residential  
            use that is consistent with the existing general plan and  
            zoning designations for the lot.  

          12)Prohibits the second units from being considered in the  
            application of any local ordinance, policy, or program to  
            limit residential growth. 

          13)Requires local governments to allow second units in all  
            residential zones but permits them to impose greater  
            restrictions in one zone than in another.

          14)Prohibits local governments from enacting any ordinance  
            precluding or effectively precluding second units in any  
            residential zone unless it finds, based on substantial  
            evidence that the ordinance may limit housing opportunities in  
            the region and that a specific adverse impact on public health  
            and safety, as defined, would result from allowing second  
            units in residential zones.

          15)Requires local governments to apply appropriate standards,  








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            defined as "densities and requirements with respect to minimum  
            floor areas, building setbacks, rear and side yards, parking,  
            the percentage of a lot that may be occupied by a structure,  
            amenities, and other requirements imposed on residential lots  
            pursuant to the zoning authority which contribute  
            significantly to the economic feasibility of producing housing  
            at the lowest possible cost given economic and environmental  
            factors, the public health and safety and the need to develop  
            affordable housing," in making determinations pertaining to  
            the location and restrictions for second units, and requires  
            those standards to be objective, in writing, and formally  
            adopted by the local governing body. 

          16)Prohibits requirements relating to height, setback, lot  
            coverage, architectural review, site plan review, fees,  
            charges, and other zoning requirements generally applicable to  
            the primary dwelling in which the property is located from  
            unreasonably restricting an owner's right to construct and  
            maintain a second unit on his or her property.

          17)Prohibits a local government from requiring an owner's  
            dependent or caregiver to be the occupant of a second unit.

          18)Authorizes a local government to require that an applicant  
            for a permit to create a second unit be an owner-occupant of  
            either the primary or the second unit.

          19)Prohibits a local government from imposing a deed restriction  
            or other limitation that requires that a property with a  
            second unit be sold to an owner-occupant or restricts  
            occupancy of either the primary or secondary unit if the  
            applicant determines that he or she will not occupy either  
            unit.

          20)Authorizes a local government to require its zoning director  
            to report annually on the number and distribution of second  
            units established during the year, and, if 20% of the  
            single-family dwellings within any block or census tract have  
            second units, restrict the number, percentage, or spacing of  
            second units in those blocks or tracts.

          21)Prohibits a local agency from adopting an ordinance that  
            restricts the occupancy of a second unit based on familial  
            status, age, or other specified criteria.









                                                                  AB 2702
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          22)Requires the total floor space of a second unit to be at  
            least 600 square feet unless requested by the owner.

          23)Prohibits a local government from requiring more than one  
            parking space per unit or bedroom, or from requiring covered  
            parking. 

          24)States that nothing in this section shall be construed to  
            supersede or in any way alter or lessen the effect or  
            application of the California Coastal Act except that a local  
            government shall not be required to hold public hearings for  
            coastal development permit applications for second units.

          25)Mandates that, when a school district agrees to allow  
            multifamily or a single-family residential use on the school  
            district's property, the residential density permitted on the  
            parcel is the highest multifamily residential density  
            permitted on any parcel within 300 feet plus any density bonus  
            mandated by statute, or, if there is no multifamily  
            residential use permitted within 300 feet, the highest  
            multifamily residential density allowable in the community  
            plan area.

           EXISTING LAW  : 

          1)Requires cities and counties to allow the development of  
            second housing units in single-family and multifamily  
            residential zones.

          2)Authorizes local governments to adopt a second-unit ordinance  
            that designates allowable areas and imposes development  
            standards related to things such as parking, height, setback,   
            lot coverage, architectural review, and maximum size of a  
            unit.

          3)Requires a local government that has not adopted a local  
            ordinance to approve requests for second units that meet the  
            following criteria:

             a)   The unit is not intended for sale and may be rented;

             b)   The lot is zoned for single-family or multifamily use;

             c)   The lot contains an existing single-family dwelling;









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             d)   The second unit is either attached to the existing  
               dwelling and located within the living area of the existing  
               dwelling or detached from the existing dwelling and located  
               on the same lot as the existing dwelling;

             e)   The increased floor area of an attached second unit  
               shall not exceed 30% of the existing living area;

             f)   The total area of floor space for a detached second unit  
               shall not exceed 1,200 square feet;

             g)   Requirements relating to height, setback, lot coverage,  
               architectural review, site plan review, fees, charges, and  
               other zoning requirements generally applicable to  
               residential construction in the zone in which the property  
               is located;

             h)   Local building code requirements which apply to detached  
               dwellings, as appropriate.

          4)Requires the approval of the local health officer where a  
            private sewage disposal system is being used, if required.

          5)Requires local second unit ordinances, after July 1, 2003, to  
            include ministerial approval without discretionary review of  
            applications for second units that meet the requirements 
          of the ordinance.

          6)Requires local governments without second unit ordinances to  
            ministerially approve second units that meet all of the  
            requirements of the current statute. 

           FISCAL EFFECT  :   Unknown

           COMMENTS  :

          1)California continues to find itself facing a severe shortage  
            of affordable housing.  Among the causes for this crisis, some  
            interest groups and legislators have identified the  
            difficulties that can be encountered when a property owner  
            attempts to build a second housing unit on his or her  
            property.  According to the author of AB 2702, "Second units  
            can be a valuable addition to a locality's housing stock and  
            assist older homeowners in maintaining independence.  They are  
            also a 'smart growth' way to add to the housing stock without  








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            using additional land or infrastructure.  Second unit law was  
            enacted two decades ago but has not lived up to its potential  
            due, in part, to unreasonable obstacles imposed by local  
            governments."

          2)AB 1866 (Wright), Chapter 1062, Statutes of 2002, attempted to  
            stimulate the creation of second unit housing by making the  
            second unit approval process ministerial.  AB 1866 did not  
            address the development standards (parking, etc.) that local  
            governments may apply to second units.  Under existing law,  
            development standards for second units are set by state law if  
            localities do not adopt a second unit ordinance, but  
            localities have considerable leeway to set their own standards  
            governing second units if they adopt a second unit ordinance.

          3)According to the sponsors of AB 2702 (the California  
            Association of Realtors, the California Rural Legal Assistance  
            Foundation, and the Western Center on Law and Poverty), while  
            many local governments have adopted ordinances that are  
            clearly good-faith efforts to implement the provisions of AB  
            1866, others have found "creative" ways to narrowly conform to  
            the letter of the law while effectively precluding second  
            units, in direct opposition to the Legislature's intent in  
            enacting AB 1866.  According to information supplied by the  
            co-sponsors of AB 2702, some cities permit second units only  
            on lots of at least one acre, and one city requires the lot  
            size to be at least five acres for a detached second unit.   
            Many cities restrict the size of second units, and several  
            restrict second units to no more than 10% of the square  
            footage of the principal residence.  Other cities restrict who  
            can rent a second unit or prohibit rentals altogether, limit  
            the number of permits that can be issued annually, or impose  
            other conditions that the co-sponsors maintain effectively  
            preclude the construction of second units.  According to the  
            author and co-sponsors, AB 2702 limits and clarifies the  
            development standards that local governments may apply to  
            second units in order to fulfill the intention of the  
            Legislature when it enacted AB 1866.

          4)The opponents of AB 2702 object to the fact that AB 2702 comes  
            so closely on the heels of AB 1866.  Many cities have only  
            recently completed the changes to their ordinances mandated by  
            AB 1866, and are now faced with the prospect of having to go  
            back and expend the time and money to do them yet again.  That  
            aside, they point out some serious questions about the bill's  








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            provisions.  They maintain that the requirement that second  
            units be allowed in all residential zones completely  
            circumvents the existing process which authorizes local  
            governments to decide which zones to allow them in, and very  
            likely pre-empts local CC&Rs.  AB 2702 significantly limits  
            the findings about public health and safety a local 


          government may use to justify a denial of a permit for a second  
            unit by omitting reference to the "public welfare."  This  
            phrase, which is commonly included with public health and  
            safety, is the source within the local police power of most  
            environmental, inclusionary housing, and other policies.  The  
            League of California Cities points out that the entire basis  
            for local open space elements rests in the concept of  
            protecting the public welfare.

          5)A provision of the bill of particular concern is found on page  
            11, lines 4 through 9 of the March 26, 2004 version.  In their  
            fact sheet, the co-sponsors state that, under AB 2702, "locals  
            will continue to set zoning requirements e.g. set back  
            standards and height requirements, architectural standards,  
            building code mandates?They will not be able to set any  
            standard that has the practical effect of discouraging  
            property owners from ever building and owning a second unit  
            however."  The cited provision of the bill states that "local  
            agency requirements relating to height, setback, lot coverage,  
            architectural review, site plan review, lot size, fees,  
            charges, and other requirements generally applicable to  
            single-family construction in the zone in which the property  
            is located may not unreasonably restrict an owner's right to  
            construct and maintain a second unit on his or her property"  
            (emphases added).  "Unreasonably" restricting an owner's  
            "right" to build and maintain a second unit is considerably  
            broader (and also less defined) than discouraging him or her  
            from ever building or owning such a unit.  When taken  
            together, these two statements seem to say that, while local  
            governments may set zoning requirements for second units, they  
            are meaningless if a potential second unit owner-applicant can  
            ignore them when they "unreasonably restrict" the proposal.   
            The use of the word "right" is also troubling.  A property  
            owner does not currently have a "right" to build additional  
            structures on his or her property.  What is the nature of this  
            new property "right"?    









                                                                  AB 2702
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          6)A larger question is raised by the opponents of AB 2702.   
            Should housing policy in the state be made through a seemingly  
            endless series of bills that replace local sovereignty in the  
            area of land use with one-size-fits-all mandates from  
            Sacramento?  These bills all seem to be based on an assumption  
            that local government obstructionism is the primary cause for  
            California's housing shortage, an assumption that ignores the  
            complexity of the issue. California's housing shortage is the  
            result of a distorted fiscal relationship between the state  
            and local governments that militates against residential  
            development, restrictions on potentially developable land by  
            environmental and other statutorily-mandated requirements, a  
            serious disconnection between where the jobs are and where the  
            housing is, and many other factors.  While there is no doubt  
            that some local governments have indeed acted in an  
            obstructionist and NIMBYish manner to block second units and  
            other forms of housing, it is also true that many times what  
            is perceived by the proponents of AB 2702 as obstructionism or  
            caving in to NIMBYs is simply the elected officials of a city  
            or county responding to the wishes of their constituents,  
            which they are obliged to do in a representative democracy.
           
          7)This bill has been double-referred to the Committees on Local  
            Government and Housing and Community Development.

           





          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
          
          CA Association of Realtors  [CO-SPONSOR]
          CA Rural Legal Assistance Foundation  [CO-SPONSOR]
          Western Center on Law and Poverty  [CO-SPONSOR]
          The Agora Group
          Barbara Sanders and Associates 
          Cabrillo Economic Development Corp. 
          CA Affordable Housing Law Project 
          CA Labor Federation, AFL-CIO 
          CA Legislative Council of Older Americans 
          CA Partnership 








                                                                  AB 2702
                                                                  Page  10

          CA Reinvestment Coalition 
          Center for Community Advocacy 
          Central City SRO Collaborative 
          Chapter 24, GSMOL 
          Chicano Consortium 
          Civic Center Barrio Housing Corp. 
          Coalition for Economic Survival 
          Community Housing Improvement 
          Congregations Building Community 
          Council of Churches of Santa Clara County 
          East Palo Alto Council of Tenants 
          Emergency Housing Consortium 
          Enterprise Foundation 
          Esperanza Community Housing Inc. 
          Fair Housing Council of Riverside County 
          Father Joe's Villages 
          First Community Housing Inc. 
          Fisher Sehgal Yanez Architects Inc. 
          Fresno Interdenominational Refugee Ministries 
          Gray Panthers California 
          Greenlining Institute 
          Hillview Mental Health Center Inc. 
          Housing Leadership Council of San Mateo County 
          Housing Rights Committee of San Francisco 
          Human Rights/Fair Housing Committee 
          Inclusive Homes 
          Inquilinos Unidos 
          Jericho 
          La Raza Centro Legal Inc. 
          Loaves and Fishes. 
          Los Angeles Housing Law Project 
          Los Angeles Housing Partnership Inc. 
          Mental Health Advocacy Services. 
          Mid-Peninsula Housing Coalition 
           
          Support (continued)
           
          Neighborhood Housing Services of Orange County 
          New Directions Inc. 
          O.N.E. Company 
          Orange Co Community Housing Corp. 
          Partners in Housing Inc. 
          People of Progress 
          Planning for Elders 
          Protection and Advocacy 








                                                                  AB 2702
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          Public Advocates 
          Public Law Center 
          Rubicon Programs, Inc. 
          Rural Communities Housing Development Corp. 
          Renee Franken and Associates 
          Sacramento Neighborhood Housing Services 
          San Francisco Homeless Senior Task Force 
          Santa Cruz Affordable Housing Advocates 
          Senior Action Network 
          Shelter Inc. of Contra Costa County 
          Shelter Partnership Inc. 
          Southern CA Association of Non-Profit Housing 
          Southern CA Housing Development Corp. 
          Strategic Actions for/Just Economy 
          Tenderloin Housing Clinic 
          Valley Housing Foundation 
          Vietnam Veterans of CA - Sacramento Veterans Resource Center 
          W.O.R.K.S. 
          West Hollywood Community Housing Corp. 
          WRJ Group Inc. 

           Opposition 
           
          American Planning Association, CA Chapter
                                                                                      CA State Association of Counties
          Cities of Brea, Concord, Coronado, Elk Grove, Fremont, Lakewood,  
          Roseville, San Luis Obispo, Selma, Signal Hill, and Torrance
          County of San Diego
          League of California Cities
          Sierra Club CA
          South Bay Cities Council of Governments

           
          Analysis Prepared by  :    J. Stacey Sullivan / L. GOV. / (916)  
          319-3958