BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                SB 841
                                                                       

                      SENATE COMMITTEE ON ENVIRONMENTAL QUALITY
                        Senator S. Joseph Simitian, Chairman
                              2011-2012 Regular Session
                                           
           BILL NO:    SB 841
           AUTHOR:     Wolk
           AMENDED:    May 2, 2011
           FISCAL:     No                HEARING DATE:     May 9, 2011
           URGENCY:    No                CONSULTANT:       Randy Pestor
            
           SUBJECT  :    SOLID WASTE ENTERPRISE CONTRACTS

            SUMMARY  :    
           
            Existing law  :

           1) Under the California Integrated Waste Management Act of 
              1989 (Public Resources Code §40000 et seq.):

              a)    Authorizes a local agency to determine:  i) aspects 
                 of solid waste handling, including but not limited to, 
                 frequency of collection, means of collection and 
                 transportation, level of services, charges and fees, and 
                 nature, location, and extent of providing solid waste 
                 handling services; and ii) whether the services are to 
                 be provided by means of nonexclusive franchise, 
                 contract, license, permit, or otherwise, either with or 
                 without competitive bidding, and under terms and 
                 conditions prescribed by the governing body of the local 
                 agency by resolution or ordinance.  (§40059).

              b)    Contains various requirements relating to integrated 
                 waste management, and requires each city or county 
                 source reduction and recycling element to include an 
                 implementation schedule that shows a city or county must 
                 divert 25% of solid waste from landfill disposal or 
                 transformation by January 1, 1995, through source 
                 reduction, recycling, and composting activities, and 
                 must divert 50% of solid waste on and after January 1, 
                 2000.  (§41780).  Administrative civil penalties may be 
                 imposed upon a local agency of up to $10,000 per day 
                 until the local agency implements its source reduction 
                 and recycling element or its household hazardous waste 









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                 element.  (§41850).

              c)    Contains requirements relating to an indemnity 
                 obligation due to a local agency's failure to establish 
                 and maintain a source reduction and recycling element, 
                 and to meet the above solid waste diversion requirements 
                 (§40059.1).

           2) Sets numerous requirements relating to indemnity (Civil 
              Code §2772 et seq.).  Indemnity is "a contract by which one 
              engages to save another from a legal consequence of the 
              conduct of one of the parties, or of some other person."

           3) Under articles XIII C and XIII D of the state Constitution, 
              set various requirements relating to assessments, fees, and 
              taxes enacted by voter approved Proposition 218 (November 
              5, 1996, election) and Proposition 26 (November 2, 2010, 
              election).

            This bill  , under the California Integrated Waste Management 
           Act of 1989:

           1) Defines "indemnity obligation" to mean an indemnity 
              obligation directly or indirectly related to a local 
              agency's failure to obtain voter or property owner approval 
              that may be required by articles XIII C or XIII D of the 
              state Constitution if that indemnity obligation is 
              expressly assumed by or imposed upon the solid waste 
              enterprise, including by "ordinance, contract, franchise, 
              license, permit, or other entitlement or right, for the 
              benefit of a local agency."

           2) Requires an indemnity obligation to be null and void, and 
              not enforceable, if it does either of the following:

              a)    Requires a solid waste enterprise to defend and hold 
                 harmless the local agency in connection with the local 
                 agency's imposition of fees, charges, levies, exactions, 
                 or assessments that are found by final judgment of a 
                 court to have been imposed in violation of articles XIII 
                 C or XIII D of the state Constitution.











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              b)    Requires a solid waste enterprise to refund fees to 
                 its customers if the fees are collected on behalf of the 
                 local agency by the solid waste enterprise and have been 
                 remitted by the solid waste enterprise to the local 
                 agency.

           3) Requires an indemnity obligation to be subject to the above 
              null and void provision if it meets either of the following 
              conditions:

              a)    The indemnity obligation is authorized or required by 
                 a provision, term, condition, or requirement contained 
                 in an ordinance, contract, franchise, license, permit, 
                 or other entitlement or right adopted, entered into, 
                 issued, or granted by a local agency for solid waste 
                 handling services, including the recycling, processing, 
                 or composting of solid waste.

              b)    The indemnity obligation is authorized or required in 
                 a request for bids or proposals in connection with a 
                 contract or franchise specified above.

           4) Provides that provisions of this bill are not subject to 
              waiver, and any attempted waiver must be null and void as 
              against public policy.

           5) Provides that this bill cannot be intended to do any of the 
              following:  a) add to or expand local agency authority to 
              determine aspects of solid waste collection and handling; 
              b) alter the authority of business entities to collect or 
              process materials that are not solid waste; or c) determine 
              whether or not a fee, levy, assessment, or exaction 
              requires voter or property owner approval by articles XIII 
              C or XIII D of the state Constitution.

           6) Requires this bill to only apply to a provision, term, 
              condition, or requirement contained in an ordinance, 
              contract, franchise, license, permit, or other entitlement 
              or right adopted, entered into, issued, or granted on or 
              after January 1, 2012.

           7) Contains related legislative intent. 










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            COMMENTS  :

            1) Purpose of Bill  .  The author is concerned that since 
              passage of Proposition 218 and Proposition 26 local 
              agencies may require that "solid waste handling firms 
              indemnify these local agencies if their franchises and 
              other fees are successfully challenged in court."

           The author is responding to this concern by requiring an 
              indemnity obligation to be null and void, and not 
              enforceable, if it either:  a) requires a solid waste 
              enterprise to defend and hold harmless the local agency in 
              connection with the local agency's imposition of fees, 
              charges, levies, exactions, or assessments that are found 
              by a court to have been imposed in violation of articles 
              XIII C or XIII D of the state Constitution; or b) requires 
              a solid waste enterprise to refund fees to its customers if 
              the fees are collected on behalf of the local agency by the 
              solid waste enterprise and have been remitted by the solid 
              waste enterprise to the local agency.

           No information has been provided to the committee confirming 
              that any local agencies have required a solid waste 
              enterprise to indemnify local agencies on matters relating 
              to articles XIII C or XIII D of the state Constitution.

            2) Background on indemnification.   The Civil Code 
              indemnification procedures have been largely unchanged 
              since 1872, and indemnification is quite common for a 
              number of activities.  One simply does not generally want 
              to be liable if another party is responsible for carrying 
              out a responsibility for them and fails to carry out that 
              obligation.  This does not mean that in all cases the party 
              being "indemnified" (in the above case this would be the 
              local agency, or the "indemnitee") by the other party that 
              is "indemnifying" the local agency (in the above case this 
              would be the solid waste enterprise, or the "indemnitor") 
              is not responsible for all of its actions.  Under a general 
              indemnity provision, for example, only passive negligence, 
              not active negligence, will be covered.  A determination of 
              the negligence as being active or passive centers around 










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              the facts and circumstances of the case.

              By specifying the conditions of indemnification, SB 841 is 
              inconsistent with current indemnification procedures.  For 
              example, under current law the "person indemnifying is 
              bound, on request of the person indemnified, to defend 
              actions or proceedings brought against the latter in 
              respect to the matters embraced by the indemnity . . ."  
              Yet, SB 841 specifically sets several restrictions relating 
              to imposition of an indemnification obligation.

              Are new indemnification restrictions relating solely to 
              articles XIII C and XIII D of the state Constitution 
              necessary when there are already existing procedures 
              relating to indemnification?

            3) Previous attempts by solid waste interests to seek 
              indemnification restrictions  .  SB 1179 (Polanco) of 1997 
              set restrictions on the enforceability of an indemnity 
              obligation for solid waste collection.  Governor Wilson 
              vetoed SB 1179, noting that "To assert that solid waste 
              management enterprises cannot indemnify losses based upon 
              their own breach without the state's intervention to 
              negotiate the terms of the agreement is ludicrous on its 
              face."  According to this veto message, "When government 
              ventures into the arena of contractual negotiations it is 
              generally to protect an obviously disadvantaged party.  In 
              this instance it appears that the state is being asked to 
              protect the industry from itself.  Indeed there is 
              significant evidence that the industry is responsible for 
              the proliferation of waste diversion indemnification 
              agreements.  Various solid waste management providers have 
              offered to indemnify prospective clients to gain an 
              advantage in a competitive marketplace."

           SB 1340 (Polanco) Chapter 987, Statutes of 1998, set 
              requirements relating to an indemnity obligation due to a 
              local agency's failure to establish and maintain a source 
              reduction and recycling element, and meet solid waste 
              diversion requirements.  SB 1340 prohibited an indemnity 
              obligation from being enforceable against a solid waste 
              enterprise until the local agency has affirmative sought in 










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              good faith, all administrative relief or demonstrates good 
              cause for not pursuing that administrative relief.  
              However, any penalty must be apportioned in accordance with 
              the percentage of fault of the local agency and the solid 
              waste enterprise.

           SB 1340 addressed court interpreter compensation issues when 
              approved by the Senate, and these provisions were stricken 
              in the Assembly where the indemnification issues were 
              added.  The Senate Environmental Quality Committee 
              concurred in Assembly amendments at a Senate Rule 29.10 
              concurrence hearing (5-2) (with 9 members on the 
              Committee).  At that time, the Committee analysis raised 
              the following policy question:  "Will this bill set a 
              precedent for other special local agency indemnification 
              procedures?"

           Although the precedent was set with SB 1340, one may question 
              whether it is appropriate for the Legislature to continue 
              protecting solid waste interests from themselves by 
              declaring particular indemnification provisions null and 
              void.  
            
            4) Existing contracts  .  SB 841 does not apply to "a provision, 
              term, condition, or requirement contained in an ordinance, 
              contract, franchise license, permit, or other entitlement 
              or right adopted, entered into, issued, or granted on or 
              after January 1, 2012."

           To avoid affecting any existing requests for proposals or 
              contracts subject to negotiation, any indemnification 
              restrictions should establish an operative date that gives 
              parties time to be aware of the restrictions (  i.e.  , six to 
              nine months following the effective date of this bill). 

            5) Clarification needed  .  If the Committee believes this bill 
              is necessary, clarification is needed to ensure that the 
              fee refunding provisions of §40059.2(d)(2) (page 3, lines 
              31 to 34) apply when the fees are found to have been 
              collected in violation of articles XIII C and XIII D of the 
              state Constitution.











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            SOURCE  :        California Refuse Removal Council, Republic 
                          Services, Waste Management  

           SUPPORT  :       Inland Empire Disposal Association, Los Angeles 
                          County Waste Management Association, Solid 
                          Waste Association of Orange County  

           OPPOSITION  :    Central Contra Costa Solid Waste Authority