BILL ANALYSIS                                                                                                                                                                                                    �



                                                                SB 620
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        SENATE THIRD READING
        SB 620 (Wright)
        As Amended  September 11, 2013
        Majority vote 

         SENATE VOTE  :31-4  
         
         LOCAL GOVERNMENT    9-0                                         
         
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        |Ayes:|Achadjian, Levine, Alejo, |     |                          |
        |     |Bradford, Gordon,         |     |                          |
        |     |Melendez, Mullin, Rendon, |     |                          |
        |     |Waldron                   |     |                          |
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         SUMMARY  :  Amends state laws governing water replenishment districts'  
        annual budget reserves and the penalties a district can impose on  
        water-producing facility operators. Specifically,  this bill  :   

        1)Eliminates, until the 2019-20 fiscal year, the requirement in  
          existing law that a minimum of 80% of a water replenishment  
          district's annual reserve fund shall be expended for water  
          purchases.

        2)States the intent of the Legislature to provide the Water  
          Replenishment District of Southern California (District) with the  
          ability to determine the appropriate use of moneys held in its  
          annual reserve fund, and that public records that are kept by the  
          district of expenditures from the annual reserve fund shall help  
          the Legislature determine whether the flexibility provided should  
          be permanently extended beyond the 2019-20 fiscal year.

        3)Requires a water replenishment district to establish a budget  
          advisory committee for purposes of reviewing a replenishment  
          assessment, if any is proposed, and a district's annual operating  
          budget, including reserve funds maintained by the district.

        4)Specifies, for the budget advisory committee, the following:

           a)   The committee shall consist of seven members who shall serve  
             a two-year term and who shall be elected from among  
             representatives of producers who are owners or operators of  
             groundwater producing facilities who are subject to the  








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             replenishment assessment, as specified;

           b)   Two members shall be elected by vote of entities with an  
             annual pumping allocation of less than 5,000 acre-feet;

           c)   Two members shall be elected by vote of entities with an  
             annual pumping allocation of at least 5,000 acre-feet but less  
             than 10,000 acre-feet; and,

           d)   Three members shall be elected by vote of entities with an  
             annual pumping allocation of 10,000 acre-feet or greater;

        5)Requires, on or before the first Tuesday in January on a biennial  
          basis, the district to provide by first-class mail to each  
          producer notice that includes information regarding the purpose of  
          the committee, the categories that determine membership on the  
          committee, as specified, the schedule for the election of members,  
          and any additional information the district determines necessary.   
          Requires the deadline for each producer to inform the district  
          that it would like to serve on the committee and the category for  
          which it is eligible to serve, and requires an eligible producer  
          that would like to serve on the committee and informs the district  
          to be included on the election ballot.

        6)Requires the election of committee members to be conducted by mail  
          ballot not later than 90 days before the second Tuesday in May,  
          and specifies vote counting procedures.
                       
        7)Requires the committee to hold its first meeting within 30 days of  
          the date the results of the election are announced by the  
          district, and requires the committee to develop rules for its  
          operation.  Requires the committee to take action by majority vote  
          of its members, and prohibits members from receiving compensation  
          for serving on the committee.

        8)Requires, no later than the second Tuesday of April of each year,  
          the district to consult with the budget advisory committee, and  
          requires the committee to make recommendations to the board, as  
          specified.

        9)Requires the district to maintain records regarding the  
          recommendations of the budget advisory committee and the final  
          decisions made by the board with regard to those recommendations.









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        10)Sunsets all provisions related to the budget advisory committee  
          as of June 30, 2019, and as of January 1, 2020, repeals those  
          provisions, as specified.

        11)Increases the penalty from $150 to $1,000 for any operator of a  
          water-producing facility who knowingly fails to register his or  
          her water-producing facility or knowingly fails to file the  
          groundwater production statement, or knowingly fails to file and  
          furnish any other reports or statements required by resolution of  
          the board, as specified, and in addition to interest.

        12)Provides that the increase in penalty shall not apply to any  
          operator of a water-producing facility that is a party to  
          litigation involving a water replenishment district filed before  
          July 1, 2013, until after the litigation is settled or all legal  
          remedies have been exhausted.

        13)Requires, for existing law that allows the water replenishment  
          district to proceed for injunctive relief, that the court direct  
          that the District or operator of a water-producing facility be  
          awarded the reasonable attorney's fees and costs relating to a  
          motion seeking injunctive relief whenever the District or operator  
          of a water-producing facility prevails on a petition or complaint.

        14)Provides that the provisions specifying the awarding of  
          attorney's fees in the bill shall not apply to any operator of a  
          water-producing facility that is a party to litigation involving a  
          water replenishment district filed before July 1, 2013, until  
          after the litigation is settled or all legal remedies have been  
          exhausted.

        15)Specifies that reimbursement to local agencies shall be made, if  
          the Commission on State Mandates determines that this act contains  
          costs mandated by the state.
         
        EXISTING LAW  :

        1)Provides, under the Water Replenishment District Act, for the  
          formation of a water replenishment district and grants authority  
          to a water replenishment district relating to the replenishment,  
          protection, and preservation of groundwater supplies within that  
          district.

        2)Allows a water replenishment district to establish an annual  








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          reserve fund in an amount not to exceed $10 million commencing  
          with the 2000-01 fiscal year, and allows the maximum allowable  
          reserve fund to be adjusted annually commencing with the 2001-02  
          fiscal year to reflect percentage increases or decreases in the  
          blended cost of water from district supply sources.

        3)Requires a minimum of 80% of the annual reserve fund to be used  
          for water purchases.

        4)Requires, should any operator of a water-producing facility  
          knowingly fail to register his water-producing facility or  
          knowingly fail to file the groundwater production statement, or  
          knowingly fail to file and furnish any other reports or statements  
          required by resolution of the board, as specified, the operator  
          to, in addition to interest due, be liable to the district for a  
          penalty of $150.

        5)Authorizes the superior court of the county in which the major  
          portion of the water replenishment district lies to issue a  
          temporary restraining order upon the filing by the district with  
          the court of a verified petition or complaint setting forth that  
          the defendant is the operator of a water-producing facility that  
          has not been registered with the district or that the defendant is  
          delinquent in the payment of a replenishment assessment, as  
          specified.

         FISCAL EFFECT  :  According to the Assembly Appropriations Committee,  
        this bill is a state mandated program.  However, no reimbursement is  
        required because the sponsor of the legislation is the entity  
        subject to the mandate.

         COMMENTS  :  This bill repeals a limitation on the expenditure of the  
        Water Replenishment District of Southern California's (District)  
        annual reserve fund for a five-year period and requires the District  
        to establish a budget advisory committee for purposes of reviewing a  
        replenishment assessment and the District's annual operating budget.  
         The District would then be required to consult with that advisory  
        committee and would be required to maintain records regarding the  
        recommendations of the budget advisory committee and the final  
        decisions made by the board of the District.  Provisions related the  
        budget advisory committee become inoperative on June 30, 2019, and  
        are repealed as of January 1, 2020.

        Provisions in the bill also increase the penalty that may be imposed  








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        for the failure of the owner of a water-producing facility to file  
        certain reports.  Additionally, the bill provides that the court  
        shall direct that the District or operator of a water-producing  
        facility be awarded the reasonable attorney's fees and costs  
        relating to a motion seeking injunctive relief whenever the District  
        or operator of a water-producing facility prevails on a petition or  
        complaint.  
        The bill exempts specified pending litigation from the provisions of  
        the bill that increase the penalty and award attorney's fees.  This  
        bill is sponsored by the Water Replenishment District of Southern  
        California.

        The Water Replenishment District of Southern California, which was  
        established by voters in Los Angeles County in 1959, is the state's  
        only water replenishment district. The District was established  
        while the Los Angeles County court proceeded through adjudication of  
        groundwater rights in the Central Basin and West Coast Basin  
        aquifers.  The main function of the District is to recharge water  
        into groundwater basins for later withdrawal by water purveyors, and  
        the District has certain legal authorities to accomplish this  
        purpose.  The District earns revenue by charging water replenishment  
        assessments to the agencies, utilities, and companies that pump  
        groundwater.  The District also gets property tax revenues from its  
        share of the 1% property tax rate.  Funds are used to buy surface  
        water that then percolates into the groundwater basin.

        In December of 1999, the Bureau of State Audits (BSA) issued a  
        report that discussed the weak policies and poor planning by the  
        District which BSA noted had led to excessive water rates and  
        questionable expenses.  

        According to the BSA Summary document contained in the report,  
        "Every year the district overestimates the amount it needs to  
        collect to pay for the water it buys to replenish the groundwater in  
        these two basins.  Over the past 10 years, the district has  
        purchased considerably less water than it has estimated it would  
        need.  Also, the district has not sufficiently taken into  
        consideration its unused cash balance when estimating how much money  
        it will need to collect through the assessment in a given year.  As  
        a result, by June 30, 1998, the district had accumulated $67 million  
        in its unreserved fund balances.  Thus, not only have the annual  
        assessments been too high, but the district also is maintaining more  
        than it needs in its cash reserves."









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        The 1999 BSA report also concluded that the District had failed to  
        maintain sufficient controls over its administrative functions and  
        spending, and made a number of recommendations.

        On the heels of that report came two bills, SB 1979 (Escutia),  
        Chapter 894, Statutes of 2000, and AB 1834 (Havice), Chapter 888,  
        Statutes of 2000.  SB 1979 contained a number of changes including  
        the following - the bill required the District to enter into  
        contracts for construction work materials, supplies, and equipment  
        for professional services; required the District to prepare and  
        review a cost-benefit analysis prior to constructing, leasing,  
        purchasing, or contracting for a capital improvement project;  
        prohibited the District from establishing a reserve of more than $10  
        million, starting with the 2000-01 fiscal year, 80% of which is to  
        be used to purchase water; required the District to order, review,  
        and have in possession an independent audited financial statement;  
        required the audit to contain certain things including the balances  
        in all accounts for the District's funds; required the District to  
        submit the audit to the Governor and the Legislature; and, required  
        the District to apply the estimated fiscal year-end balance of the  
        reserve in excess of the $10 million limit to a reduction in the  
        water assessment or to the purchase of water in the following fiscal  
        year.  The other bill, AB 1834, found and declared that reforms to  
        the District needed to be enacted to implement the recommendations  
        set forth in the 1998 BSA report, and stated the Legislature's  
        intent to review and reform the District's governance structure.

        BSA followed up in June of 2004 and found that the District had not  
        yet fully addressed all of BSA's concerns.  According to the BSA  
        Summary highlights from June 2004, the review revealed that the  
        District "adopted a reserve-funds policy that calls for increasing  
        its reserve funds, but since adopting the policy, the District  
        allowed its reserve funds to further deplete, and likely overstated  
        its reserve-funds targets by using some faulting assumptions in  
        calculating them," among other issues.

        In the years that followed, several cities and the Central Basin  
        Municipal Water District challenged the District on its legal  
        authority and finances.  One key dispute was control of the storage  
        space in the aquifers, which led to the Court of Appeals, in January  
        2012, confirming the Superior Court's authority to determine which  
        agency controlled the storage while noting that the Legislature has  
        not specifically assigned that authority.  Last year, SB 1386  
        (Lowenthal), Chapter 215, Statutes of 2012, eliminated the authority  








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        of the Central Basin Municipal Water District to manage groundwater,  
        in favor of the District.   While this dispute proceeded, litigation  
        over the District's authority to increase replenishment assessments  
        also continued.

        According to the sponsor, "no other local agency has a statutory  
        limitation on its annual reserve fund, let alone a restriction as to  
        the manner in which such funds can be expended. [The District] seeks  
        the repeal of the 80% requirement for several reasons.  First, the  
        restriction unnecessarily limits the ability of the District to rely  
        on the annual reserve fund?to meet unexpected costs not included in  
        the annual budget.  Second, [the District] today is vastly different  
        from fifteen years ago.  Less is spent today on purchasing  
        replenishment water and more is spent on operations unrelated to  
        water purchases.  Finally, while one cannot predict the future,  
        should the present refusal by at least six groundwater producers to  
        pay their replenishment assessments continue, [the District] would  
        be forced to dip into its annual reserve fund to pay for  
        operations."

        The District notes that "the 80% restriction would impede the  
        District's ability to maintain the groundwater monitoring program,  
        water quality testing, debt service payments, capital projects and  
        litigation costs, among others."  This bill would remove the 80%  
        requirement for five fiscal years.  The bill also states the intent  
        of the Legislature that the removal of the 80% requirement will  
        provide the District with the ability to determine the appropriate  
        use of moneys held in its annual reserve fund, and that public  
        records that are kept by the District of expenditures from the  
        annual reserve fund shall help the Legislature determine whether the  
        flexibility should be permanently extended beyond the 2019-20 fiscal  
        year.

        According to the sponsor, "the 1955 Water Replenishment District Act  
        authorized the imposition of a penalty for the failure of a  
        groundwater producer to submit certain reports.  Under the original  
        Act, [the District] could impose a penalty of up to 10% of the  
        assessment for failure to file reports in a timely manner.  The  
        penalty was last increased in 1961 - to $150 for failure to file  
        reports."  

        This bill would increase the penalty for failure to file reports to  
        $1,000, which the sponsor argues is "less than the rate of inflation  
        as applied to the 1961 statutory amount?.it is clear, more than 50  








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        years later, that the penalty is not sufficient to provide the  
        proper incentive for a groundwater producer to timely file specified  
        reports and statements."  This bill also would delay the application  
        of the increase in the amount of that penalty to an operator of a  
        water-producing facility that is a party to certain litigation cases  
        filed before July 1, 2013, until after the litigation is settled or  
        all legal remedies are exhausted.


        Support arguments:  Supporters argue that this bill will help  
        protect the stability of the District's groundwater supply in order  
        to ensure that the residents of south Los Angeles County have  
        reliable, affordable water.
           
         Opposition arguments:  None on file.


         Analysis Prepared by  :    Debbie Michel / L. GOV. / (916) 319-3958 


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