BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  SB 245
                                                                  Page  1

          Date of Hearing:   July 3, 2012

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                               V. Manuel Pérez, Chair
                     SB 245 (Rubio) - As Amended:  June 22, 2011

           SENATE VOTE  :   28-8
           
          SUBJECT  :   Military installations: plan for retention and 
          sustainability 

           SUMMARY  :  Re-establishes the Office of Military Support (OMS) 
          within the Business, Transportation and Housing Agency (BTH) for 
          the purpose of serving as a clearinghouse for state activities 
          related to the military including base closures. Specifically, 
           this bill  :  

          1)Expresses legislative intent that, among other things, 
            California has experienced five rounds of base closures 
            resulting in the closure of 29 bases since 1988 and additional 
            bases may be considered in the future.  Further, it expresses 
            that California lost more federal payroll jobs in its 29 base 
            closures under rounds one to four than all the rest of the 
            states put together.

          2)Establishes the OMS, within BTH, for the purpose of providing 
            a central clearinghouse for all defense retention, conversion, 
            base reuse, and sustainability activities in the state and to 
            interact and communicate with U.S. military installations.

          3)Requires the Governor to appoint a Governor's Advisor on 
            Military Affairs (AMA), who will be responsible for the 
            operations of OMS.  The AMA's compensation is set by the 
            Secretary of BTH with the approval of the Department of 
            Personnel Administration.

          4)Authorizes OMS to establish a Military Advisory Committee 
            (MAC) to advise the OMS on military-related matters including, 
            but not limited to, active U.S. Department of Defense (DOD) 
            installations and defense conversion issues.  Meetings of the 
            MAC may be called on an as needed basis.  No reimbursement for 
            expenses or payment of per diem is authorized for members of 
            the MAC.  Membership is unlimited and may include policy level 
            representatives from state agencies and departments, higher 
            education systems, and Members of the Legislature.








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          5)Requires OMS to, among other responsibilities:

             a)   Utilize and update the plan prepared by a prior Military 
               Advisors Council for the 1985 Base Realignment and Closure 
               (BRAC) proceeding.  The updated plan is required to include 
               basic information about California's current military 
               instillations, outline a retention strategy, and coordinate 
               related activities between potentially impacted 
               communities, the Legislature, the Governor, and California 
               Congressional delegation.  The plan is also required to 
               identify military installations or missions in other states 
               that could be recruited to California.  An updated plan is 
               due to the Legislature by January 1, 2015.

             b)   Develop a strategic plan for state and local defense 
               sustainability, retention and conversion efforts, which 
               addresses the state's role in assisting communities with 
               potential base closures and those impacted by previous 
               closures. OMS may coordinate with interested state and 
               local entities on the strategic plan to retain current DOD 
               instillations, facilities, bases and related civilian 
               activities in California.

             c)   Conduct outreach and provide a network to facilitate 
               assistance and coordination of all defense retention and 
               conversion activities within the state.

             d)   Support the development and coordination of state 
               retention advocacy efforts at the federal level.

             e)   Conduct an evaluation of existing state retention and 
               conversion programs and provide the Legislature with 
               recommendations on the continuation, elimination or 
               modification of those programs including an assessment of 
               the adequacy of funding levels.

             f)   Serve as the primary state liaison with the DOD and its 
               installations in the state including resolving any disputes 
               or issues between the DOD and state entities.

             g)   Review and make recommendations regarding state actions 
               or programs that may affect or impact DOD installations or 
               the state's military base retention and reuse activities.









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             h)   Authorize, to the extent that moneys are available, that 
               OMS:

               i)     Act as a central clearinghouse for base retention or 
                 conversion assistance activities, information, funding, 
                 regulations, stakeholder input, and application 
                 procedures for federal and state grants;

               ii)    Provide technical assistance to communities with 
                 potential or existing base closure activities; 

               iii)   Identify available state and federal resources to 
                 assist workers, businesses, communities and educational 
                 institutions;

               iv)    Standardize state endorsement procedures and develop 
                 fast-track review procedures for proposals seeking state 
                 funds to match federal defense conversion funding; and

               v)     Establish and maintain electronic access to 
                 databases in such fields as defense-related companies, 
                 industry organization proposals for the state and federal 
                 defense industry, community assistance, training and base 
                 retention.

          6)Requires OMS to solicit and accept funds from industry, 
            foundations or other sources to support its operations.  
            Private funds are required to be deposited into a Military 
            Support Account, which is created by this bill, within the 
            existing Special Deposit Fund in the State Treasury.

          7)Requires OMS to prepare a study considering strategies for the 
            long-term protection of lands adjacent to military bases from 
            development that would be incompatible with the continuing 
            missions of those bases.

          8)Authorizes BTH, with input from OMS, to establish a military 
            support grant program to provide moneys to communities with 
            military bases to assist them with the development of a 
            retention strategy.

          EXISTING LAW  :

          1)Establishes BTH for the purpose, among other things, of 
            overseeing and coordinating the activities of various 








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            government entities and programs with responsibility for 
            maintaining the strength and efficiency of California's 
            infrastructure and financial markets.  BTH is specifically 
            designated as the state lead agency in issues of international 
            trade, excluding agriculture.

          2)Establishes the Governor's Office of Planning and Research 
            (OPR) for the purpose, among other things, of developing 
            guidelines for the preparation and content of city and county 
            general plans, including providing advice on civilian 
            development and its relationship to military instillations.

          3)Establishes the Governor's Office of Business and Economic 
            Development (GO-Biz) within the Governor's Office for the 
            purpose of serving as the lead state entity for economic 
            strategy and marketing of California on issues relating to 
            business development, private sector investment and economic 
            growth.  GO-Biz also serves as the administrative oversight 
            for the California Business Investment Service and the Office 
            of the Small Business Advocate. 

           FISCAL EFFECT  :   The measure was referred from the Senate 
          Committee on Appropriations to the Senate Floor pursuant to 
          Senate Rule 28.8.

           COMMENTS  :    

           1)Author's Purpose  :  According to the author, "Over 230,000 
            active duty and civilian personnel are currently employed by 
            the Department of Defense and California receives close to $60 
            billion of the Department's direct expenditures.  While the 
            military has always been an important participant in 
            California's economy, in today's current economic downturn the 
            military's role is even more crucial and the Legislature must 
            take a leadership role in preserving the state's relationship 
            with the military."
           
          2)Governor's Reorganization Plan (GRP 2) and SB 245  :  On May 3, 
            2012 Governor Jerry Brown submitted GRP 2 to the Legislature 
            for its review.  Among other changes, the GRP 2 proposes to 
            eliminate BTH and redistribute its economic development 
            programs to GO-Biz.

            The reorganization plan will go into effect on July 3, 2012 
            unless a resolution of disapproval is passed by a majority 








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            vote in one of the houses.  As SB 245 proposes to establish 
            OMS within BTH, the Committee may want to consider relocating 
            OMS to GO-Biz. 

           3)Selecting the Best Strategy  :  DOD has requested two new BRAC 
            rounds, one in 2013 and another in 2015.  While it is still 
            unclear whether a new commission will be constituted to 
            develop a list of base closures and realignments, two measures 
            ŬSB 245 and AB 342 (Atkins)] are currently before the 
            Legislature proposing conflicting views of how the state's 
            relationship with DOD and base closures should be carried out. 
             

            Staff has prepared the chart below to help Members select a 
            potential strategy for moving forward.  For the purpose of 
            this exercise, the role of BTH in SB 245 is replaced by 
            GO-Biz, as suggested in the prior comment.


             -------------------------------------------------------------- 
            |       Comparison of Key Elements of SB 245 and AB 342        |
             -------------------------------------------------------------- 
            |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
            |              | Lead Agency  |  Advisor on  | Stakeholder  | Strategy for |  Coordinate  |  Addresses   |
            |              |              |   Military   |   Council    |  Base Reuse  |  with Local  |Retention and |
            |              |              |   Affairs    |              |              | Communi-ties |  Conversion  |
            |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
            |              |              |              |              |              |              |              |
            |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
            |SB 245        |  BTH/GO-Biz  |     Yes      |     Yes      |     Yes      |     Yes      |     Yes      |
            |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
            |AB 342        |     OPR      |      No      |      No      |     Yes      |     Yes      |Yes           |
             -------------------------------------------------------------------------------------------------------- 

            While the measures have many areas in common, the capacity of 
            OPR and GO-Biz differ significantly.  OPR, as an example, has 
            expertise in land use planning including the California 
            Environmental Quality Act and has existing relationships with 
            local planners, and therefore, local governments across the 
            states. GO-Biz, to its credit, has an existing network of 
            regional and local economic developers, as well as community 
            development financing entities.

            One possible solution would be to use both OPR and GO-Biz  in 
            moving forward on a proactive and comprehensive strategy to 








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            (a) leverage economic opportunities of existing bases; (b) 
            protect current bases from closure; and (c) support sound 
            conversion practices, should a base be selected for the BRAC 
            closure list. 

            If OPR were to maintain the lead agency status for U.S. 
            military engagement and focus its efforts on resolving land 
            use conflicts with DOD, GO-Biz could take the lead in 
            facilitating the development of an economic development 
            strategy that highlights the value of California and its 
            regions in delivering the military mission.  Other areas where 
            GO-Biz would have expertise is in the economic development 
            conveyance (EDC) authority under Base Closure and Realignment 
            Law, as well as other economic and community development 
            related rules and considerations.   

            Subsequent comments describe the state's historical base 
            closure structure, the current activities of OPR related to 
            DOD and local planning, and related legislation from the 
            current and previous sessions.

           4)Military Base Closures and the Impact on California  :  Due to 
            its strategic west coast location, good weather, wide open 
            spaces and varied terrain, California has historically served 
            as valuable location for military bases, installations and 
            military-related manufacturing facilities.  Following World 
            War II, California's private sector economy leveraged war-time 
            public investments into an almost unparalleled California 
            technology boom driven by the deepening Cold War with the 
            Soviet Union and renewed interest in the commercialization of 
            military initiated research and development.  Companies such 
            as Lockheed Martin and McDonald Douglas which played key 
            manufacturing roles during the war, began to expand production 
            lines to meet the needs of new civilian customers, while still 
            retaining their position within the U.S. military industrial 
            complex.


            In 1988, as the Cold War was drawing to a close, President 
            Ronald Reagan and the U.S. Congress looked to downsizing 
            military facilities.  Recognizing the challenges Congress 
            would face by directly selecting bases for closure, the BRAC 
            process was established to have an independent commission 
            periodically review DOD facility needs and submit a list of 
            recommendations for Congressional consideration.  Once the 








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            BRAC list is submitted, Congress has the limited options of 
            approving or disapproving the list - no amendments are 
            allowed.  Since 1988, five successive BRAC Commissions have 
            been convened (1989, 1991, 1993, 1995 and 2005) and have 
            recommended the closure of 350 military installations and the 
            related realignment in operations and functions across the 
            world.   


            Given the significance of the state's economic gains in 
            post-war America, as high as $66 billion in defense spending 
            in 1988, it is not necessarily surprising that federal 
            policies to reduce and realign the U.S. military presence 
            would substantially impact California.  Even recognizing that, 
            data suggests that California facilities were 
            disproportionately affected.  In the first four BRAC rounds, 
            California lost more federal payroll from its 29 base closures 
            than all of the rest of the states combined.   The military 
            payroll in California dropped by over 100,000 civilian and 
            military workers and an additional 300,000 private sector 
            defense industry jobs were lost due to base closures and 
            reduction of federal military spending.  These losses are in 
            stark contrast to the post-Vietnam closures where California 
            lost only 7 of the 100 bases closed nationwide.

            According the terms of the bill, California currently has over 
            30 active bases, with 237,000 active duty and civilian defense 
            personnel.  Direct DOD expenditures in California are over $59 
            billion including employees, contracts and capital 
            investments.  The DOD pays $3 million annually in fees, 
            permits, and licenses with the state.  

           5)The State's Engagement on Base Closure and Reuse  :  Research 
            undertaken in preparing this analysis suggests that in the 
            early BRAC rounds, there was very little state-level activity. 
             Base retention advocacy was organized at the local level, San 
            Diego being one notable example.  As an example, Governor Pete 
            Wilson issued Executive Order W-21-91 which formally 
            designated the Governor's Office of Planning and Research 
            (OPR) as the state's central point of contact and liaison for 
            closure and reuse of military bases; established an internal 
            working group led by OPR to address economic, employment and 
            planning issues; and established the California Base Closure 
            Environmental Committee to expedite environmental remediation 
            of closing bases.  








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            The state role in conversion was sequentially heightened in 
            1993 when Governor Wilson transferred lead entity status from 
            OPR to the Trade and Commerce Agency (TCA) with the issuance 
            of a second and third executive order.  EO W-50-93 established 
            the intra-governmental California Military Base Reuse Task 
            Force and the latter order, EO W-44-93, established the 
            intergovernmental California Council on Defense Industry 
            Conversion and Technology Assessment (Defense Conversion 
            Council).  The Governor committed $61.7 million to the Defense 
            Conversion Council in order to "boost defense conversion 
            efforts and help California compete for additional federal 
            funds."  The State Senate and Assembly also chose a higher 
            profile strategy to address base closure issues with each 
            house convening special committees:  the Senate Select 
            Committee on Defense Closures and the Assembly Task Force on 
            Defense Conversion.  Legislation passed later that year 
            codified the key points of the EO including designating TCA as 
            the lead coordinating agency, as well as requiring the state's 
            network of nonprofit regional technology alliances to provide 
            technical assistance to small and medium size businesses on 
            defense conversion programs ŬSB 458 (Hart), Chapter 445, 
            Statues of 1993].

            In 1994, state activities expanded to more aggressively 
            protect California bases from closure.  EO W-87-94 established 
            the Office of Military Base Retention and Reuse (OMBRR) within 
            the TCA.  By most measurement, California fared better, 
            comparatively, to other areas of the nation in the following 
            BRAC round.  OMBRR was retained subsequent to the 1995 round 
            of base closures in order to provide ongoing assistance to 
            communities with closed bases, as well as communities with 
            active installations in an effort to ensure continued 
            viability and retention.  The OMBRR was codified through the 
            enactment of SB 1099 (Knight et al), Chapter 425, Statues of 
            1999.  

            In 2003, the Legislature and Governor decided to eliminate the 
            TCA, which resulted in the transfer of the Defense Conversion 
            Council and OMBRR to BTH.  The Governor established a new 
            position of Governor's Advisor on Military Affairs and 
            expanded the role of the OMBRR to include issues related to 
            the aerospace industry, resulting in a name change of Office 
            of Military and Aerospace Support (OMAS)ŬSB 926 (Knight and 
            Ashburn), Chapter 907, Statutes of 2004.]  The bill also 








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            authorized local governments to access funds at the California 
            Infrastructure and Economic Development Bank in order to 
            develop projects on or near a military base that would enhance 
            the base's mission of making California more competitive in 
            future BRAC rounds.  The authority for OMAS sunset on January 
            1, 2007.  

            SB 245 essentially codifies the 1999 and 2003 legislation, 
            excluding the aerospace industry provisions.   Additional 
            bills related to the state's military base closure and 
            conversion activities are described in the comment, "Related 
            Legislation."

           6)OPR's Relationship with the Military  :  In response to nearly a 
            decade of conflicts between U.S. military and state and local 
            land use activities, Governor Arnold Schwarzenegger issued 
            Executive Order EO S-16-06, to re-establish the position of 
            the Governor's AMA.  

            Under this executive order, OPR is designated as the lead 
            coordinator for state policies that affect the military, 
            including but not limited to, land use planning, development 
            of legislation that strengthens the California-DOD 
            relationship, and work on regulatory issues that affect the 
            sustainability of defense operations in California.  In 2011, 
            AB 342 (Atkins) was introduced to substantially codify the EO, 
            excluding the appointment of an AMA.  Amendments taken in 
            January 2012 expand OPR's duties, as outlined in the executive 
            order, to additionally include base realignment and closure 
            issues, thereby creating a conflict with SB 245.  Below are 
            some examples of the types of activities OPR has undertaken in 
            its role as liaison with the U.S. military.

             a)   OPR prepared "The California Advisory Handbook for 
               Community and Military Compatibility Planning" to provide 
               guidance to local governments, the military and developers 
               on how to address land use activities near military 
               installations and activities.

             b)   OPR created a mapping tool that local governments and 
               developers can use to identify whether proposed planning 
               projects are located in the vicinity of military bases and 
               military airspace.  

             c)   OPR prepared a supplemental General Plan guidance on 








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               addressing military compatibility issues when developing, 
               updating or significantly amending general plans. 

           7)Future BRAC Rounds  :  The White House has called for two new 
            BRAC rounds as a mechanism for reducing the DOD budget.  Both 
            the House and Senate Armed Services Committees have produced 
            2013 spending bills, however, that deny DOD's request to 
            establish a BRAC in 2013.  The Conference Committee charged 
            with reconciling the two bills contains no pro-BRAC members, 
            which would likely result in delaying the base closure process 
            another year, according to a Washington Post article 6/20/12.

            DOD intends to use the potential savings from the closures to 
            offset Congress' 10-year DOD cut target of $487 billion.   
             Without authority for additional BRAC rounds, DOD will be 
            required to make deeper cuts in other areas of military 
            spending, which would likely impact California with its 
            significant annual military spending.

           8)Technical Issues  :  SB 245 proposes a variety of studies, 
            strategies and advocacy responsibilities, some of which appear 
            redundant.  Staff recommends that the requirements of the bill 
            be streamlined to allow flexibility in program delivery.

           9)Related Legislation  :  Below is a list of related legislation 
            from the current and prior session.

              a)   AB 342(Atkins) Office of Planning and Research as DOD 
               Liaison  :  This bill directs OPR to serve as the state's 
               liaison to the U.S. Department of Defense in order to 
               facilitate coordination regarding issues that are of 
               significant interest to the state and the department, 
               particularly with regard to any proposed federal Base 
               Realignment and Closure actions. Status:  The bill is 
               pending on the Senate Floor.

              b)   SB 268 (Roberti) Defense Conversion Matching Grant 
               Program  :  The bill created the Defense Conversion Matching 
               Grant Program, administered by the Office of Strategic 
               Technology within the TCA, and overseen by the Defense 
               Conversion Council.  Also appropriated $5.5 million from 
               the Petroleum Violation Escrow Account to fund defense 
               conversion efforts.  Status:  The bill was signed by the 
               Governor, Chapter 441, Statutes of 1993. (The program was 
               repealed on 1/1/99.)  








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              c)   SB 458 (Hart) California Defense Conversion Act of 1993  : 
                This bill enacted the  
               California Defense Conversion Act of 1993 to enable the 
               state to assume a leadership role in converting to a 
               peacetime economy.  Also, the bill created a 15-member 
               Defense Conversion Council in the TCA with prescribed 
               powers and duties, including the establishment of criteria 
               for designation of regional technology alliances.  Status:  
               The bill was signed by the Governor, Chapter 445, Statutes 
               of 1993. (The Act was repealed on 1/1/99.) 

              d)   SB 926 (Knight and Ashburn) Consolidation of Defense 
               Retention and Conversion Programs  :   The bill changed the 
               name of OMBRR to OMAS, transferred its functions to BTH, 
               and set forth its duties and authority with respect to 
               state and local defense retention and conversion, 
               consolidating all such programs under a single office 
               within state government. The bill also provided for the use 
               of state Infrastructure and Economic Development Bank funds 
               by local governments to develop projects on or near a 
               military base that enhance the base's mission. Status:  The 
               bill was signed by the Governor, Chapter 907, Statutes of 
               2004.

              e)   SB 1462 (Kuehl)Local Government Coordination with U.S. 
               Military  :  This bill required cities and counties to 
               forward to branches of the United States Armed Forces 
               copies of significant proposed amendments to their general 
               plans in instances where the proposed action lies within 
               military special use airspace or low-level flight paths.  
               Status:  The bill was signed by the Governor, Chapter 906, 
               Statutes of 2004.

              f)   SB 1468 (Knight) Local Planning and Military 
               Instillations  :  This bill required cities and counties to 
               include military installations, aviation routes, airspace, 
               and readiness activities in their state-mandated general 
               plans, and requires OPR to provide guidance to local 
               officials as part of its advisory General Plan Guidelines.  
               Status:  The bill was signed by the Governor, Chapter 971, 
               Statutes of 2002.

              g)   SB 1698 (Ashburn) Extension of OMAS  :  The bill extended 
               the authority for the Office of Military and Aerospace 








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               Support (OMAS) for two years, until January 1, 2009, and 
               expanded the duties of the OMAS to include outreach to the 
               aerospace industry for the purpose of fostering aerospace 
               enterprises in California.  Status:  The bill was signed by 
               the Governor, Chapter 681, Statutes of 2006.

           REGISTERED SUPPORT / OPPOSITION  :

           Support  - None received             Opposition  - None received


           Analysis Prepared by  :    Toni Symonds  / J., E.D. & E. / (916) 
          319-2090