BILL ANALYSIS                                                                                                                                                                                                    



                                                                SB 493
                                                                       

                      SENATE COMMITTEE ON ENVIRONMENTAL QUALITY
                               Byron D. Sher, Chairman
                              2003-2004 Regular Session
                                           
           BILL NO:    SB 493
           AUTHOR:     Cedillo
           AMENDED:    March 24, 2003
           FISCAL:     Yes               HEARING DATE:     April 28, 2003
           URGENCY:    No                CONSULTANT:       Kip Lipper
            
           SUBJECT  :    CONTAMINATED PROPERTIES:  IMMUNITIES FROM
                       LIABILITY

            SUMMARY  :    
           
           [NOTE: 

              a)   Portions of this analysis are taken from the April 22,  
                2003 Senate Judiciary Analysis of this measure.

              b)   At the time this analysis was prepared, the amendments  
                accepted by the author in the Senate Judiciary Committee  
                were not available to committee staff for review.   
                Therefore, the bill is analyzed in the latest amended  
                form. ]

            Existing law  under both federal and state law, establishes an  
           extensive and complex series of programs that authorize public  
           agencies to order owners of contaminated property to carry out  
           cleanup actions on those properties.  These laws and programs  
           are as follows: 

           1)The Comprehensive Environmental Cleanup, Response and  
             Liability Act [CERCLA 42 U.S.C. 9601 et. seq.]  (Commonly  
             referred to as the federal Superfund Law) which does the  
             following:

              a)   Imposes strict joint and several liability on  
                "responsible parties" (i.e. current and previous owners  
                and operators of contaminated properties, as well as  
                parties who caused or contributed to contamination on the  
                property) for the cost of clean up of hazardous materials  
                released on a site.









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              [Strict joint and several liability means that all parties  
                are potentially liable for the entire amount of the  
                cleanup without regard to fault.  If one party finds  
                itself paying more than its fair share of the total  
                liability, that party may bring a "contribution action"  
                to seek to collect against other responsible parties, but  
                may still be held liable for the total amount.]

              b)   Under the Small Business Liability Relief and  
                Brownfields Revitalization Act (Pub. L. No. 107-118,  
                enacted January 2002, which amended CERCLA) ) establishes  
                an affirmative defense from cleanup liability for  
                so-called "innocent purchasers" (IP's) of property if the  
                following conditions are met:

                i)     The release of hazardous substance was caused  
                  solely by an act or omission of a third party other  
                  than an employee or agent of the person;
                ii)         The person exercised due care with respect to  
                  the hazardous substance in light of all relevant facts  
                  and circumstances;
                iii)         The person took precautions against  
                  forseeable acts or omissions of the third party and the  
                  consequences that could forseeably result from that  
                  party's acts or omissions.  [42 USC 9607(b)(3).]

              c)   Also under that Act establishes an affirmative defense  
                against liability for cleanup costs for a "bona fide  
                prospective purchaser" (BFP) whose potential liability  
                for a release or threatened release is based solely on  
                the purchaser's ownership or operation of a site [42 USC  
                9601(40)].

              To qualify as a BFP, all of the following conditions must  
                be met:

                i)     All disposal of hazardous substances at the site  
                  must have occurred before the person acquired the  
                  facility.
                ii)         The person must have made all appropriate  
                  inquiries into the previous ownership and uses of the  
                  site in accordance with generally accepted good  









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                  commercial and customary standards and practices.
                iii)        The person must provide all legally required  
                  notices with respect to the hazardous substances at the  
                  site.
                iv)         The person must exercise appropriate care  
                  with respect to hazardous materials found at the site.
                v)     The person must comply with, and not impede, any  
                  ongoing clean-up efforts at the site;
                vi)         The person must comply with any requests for  
                  information by the government
                vii)        the person is not affiliated with any other  
                  potentially liable person. [42 U.S.C 9601 (40)].

              d)   Provides that if the federal government incurs  
                clean-up costs at a site where the owner qualifies as a  
                BFP, the federal government shall have a lien on the  
                property for the increase in the fair market value of the  
                property resulting from the clean up.  [This lien, called  
                a "windfall lien," remains in place until satisfied by  
                sale of the property or other means but not foreclosure.]  
                 [42 USC 9607(r).]

              e)   Establishes an affirmative defense against cleanup  
                liability for responsible parties who own real property  
                that is contiguous to and is contaminated by release on a  
                site not owned by the party if the party meets all of the  
                following conditions:

                i)     It did not cause, contribute, or consent to the  
                  release. 
                ii)         At the time of purchase it conducted  
                  appropriate inquiry into the site and did not know or  
                  have reason to know the property was or could be  
                  contaminated from another site.
                iii)        It is not affiliated with any other  
                  potentially liable person.
                iv)         It takes reasonable steps to stop further  
                  releases
                v)     It complies and cooperates with clean-up efforts.
                vi)         It complies with any governmental requests  
                  for information
                vii)        It provides all legally required notices.










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              f)   Appropriates $1 billion for cleanup of contaminated  
                "Brownfields" properties.

           2)Chapter 6.8 (Commencing with Section 25300) of the Health  
             and Safety Code, the Carpenter-Presley-Tanner Hazardous  
             Substance Account Act (commonly referred to as the State  
             Superfund program) which is administered by the Department  
             of Toxic Substances Control (DTSC) and which does all of the  
             following:

              a)   Defines "responsible party" in the same manner as  
                those terms are defined under the federal CERCLA statutes  
                and authorizes the department to bring actions for the  
                cleanup of contaminated properties pursuant to the  
                federal CERCLA.

              b)   In addition to bringing actions under the CERCLA  
                scheme, authorizes DTSC to bring cleanup actions pursuant  
                to state law and establishes requirements for the  
                department to apportion liability for cleanup costs among  
                responsible parties for each party's share of cleanup  
                costs.

              c)   Authorizes DTSC to enter into prospective purchaser  
                agreements and "covenants not to sue" under which, in  
                exchange for the cleanup of a property, the department  
                agrees not to sue the purchaser or owner of the property  
                for additional cleanup and associated costs.

              d)   Establishes an affirmative defense for innocent  
                purchasers of property identical to that provided under  
                CERCLA by cross-referencing the applicable provision of  
                federal law.

              e)   Provides that a property owner is not liable for  
                releases affecting soil or groundwater if specified  
                conditions are met, and authorizes DTSC to negotiate  
                settlements with de minimus responsible parties and  
                provides protections for those parties from third party  
                actions.

           3)Division 7 (Commencing with Section 13000) of the Water Code  
             (commonly referred to as the Porter-Cologne Water Quality  









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             Control Act) which authorizes the State Water Resources  
             Control Board (SWRCB) and regional water quality control  
             boards (RWQCB's) to issue  orders to cleanup or abate   
             "waste" (i.e. pollutant) discharges from persons discharging  
             those wastes that cause, or threaten to cause, water  
             pollution, nuisance, or contamination.

           4)Article 12.5 (commencing with Section 33459) of the Health  
             and Safety Code (commonly known as the Polanco Redevelopment  
             Act) which does all of the following:

              a)   Authorizes redevelopment agencies to order the  
                investigation and cleanup of property in redevelopment  
                zones and provides that if a property owner refuses to  
                comply with such an order, the redevelopment agency, or a  
                person who has an agreement with the redevelopment agency  
                to redevelop the property, may carry out the  
                investigation and cleanup of any release of contamination  
                on the property.

              b)   Requires that a cleanup must be overseen either by  
                DTSC or a regional water board and provides that once the  
                cleanup is completed and certified by the oversight  
                agency, the redevelopment agency or the person who has an  
                agreement to redevelop the property, is not liable under  
                any state or local cleanup law for the cleaned up  
                release.

              c)   Creates an extensive set of exceptions from the  
                release of liability described in (b) for specified  
                releases of contamination, specified responsible parties,  
                and persons who engaged in fraud, negligence or  
                misrepresentation related to the property.

              d)   Provides that the release from liability does not  
                impair any cause of action against any party other than  
                the party subject to the release from liability, and  
                specifies that it does not affect third party causes of  
                action or federal superfund liability.

           5)Chapter 6.10 (commencing with Section 25401), the California  
             Land Environmental Restoration and Reuse Act (commonly  
             referred to as the Escutia Law) which does the following:









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              a)   Defines "property" subject to the act to be  land and  
                associated structures of less than five acres and that  
                meets an extensive set of other criteria.

              b)   Establishes a process by which local government  
                agencies may determine whether properties that are within  
                their jurisdictions are impaired by hazardous material  
                contamination and, if they are contaminated, procedures  
                that must be followed to address that contamination. The  
                program allows local agencies to compel property owners  
                to assess and cleanup the conditions of their property,  
                or to assess and cleanup the property themselves.

              c)   Similar to the Polanco Redevelopment Act, requires all  
                assessments and  cleanup activities to be done under the  
                oversight of the DTSC, a Regional Water Board, or, under  
                limited circumstances, a local regulatory agency and  
                provides that once the cleanup is completed and certified  
                by the oversight agency, the local agency, a person who  
                has an agreement with the agency to cleanup or develop  
                the property, and other specified persons are not liable  
                under any state or local cleanup law for the cleaned up  
                release.

              d)   Also similar to the Polanco Act, creates an extensive  
                set of exceptions from the release of liability described  
                in (c) for specified releases of contamination, specified  
                responsible parties, and persons who engaged in fraud,  
                negligence or misrepresentation related to the property.

              e)   Also similar to the Polanco Act, provides that the  
                release from liability does not impair any cause of  
                action against any party other than the party subject to  
                the release from liability, and specifies that it does  
                not affect third party causes of action or federal  
                superfund liability.

           6)Chapter 6.65 (commencing with Section 25260) of the Health  
             and Safety Code which establishes the Unified Agency Review  
             of Hazardous Substance Release Sites law (commonly referred  
             to as the "AB 2061" process) which does all of the  
             following:









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              a)   Authorizes a responsible party to request a single  
                state oversight agency for a hazardous substances  
                cleanup, and authorizes a committee within CAL-EPA to  
                determine who that lead agency for a cleanup should be -  
                DTSC, the regional board, a local agency, or the  
                Department of Fish and Game - using a set of statutory  
                guidelines.

              b)    Requires the designated agency to oversees the  
                cleanup and to enforce all applicable state and local  
                laws associated with the cleanup.

              c)   Upon completion of the cleanup, provides that no  
                agency other than the designated agency may take any  
                further action for cleanup of the release that was the  
                subject of the cleanup action unless one or more  
                specified conditions occur that compel the "reopening" of  
                the cleanup action (e.g. The responsible party  
                discontinues a groundwater cleanup program, a failure to  
                adequately fund an operations and maintenance  
                requirement, violation of a deed restriction, new facts  
                coming to light that show further cleanup is needed to  
                prevent a significant risk to human health or the  
                environment.).

           7)Article 8.5 (commencing with Section 25395.10) of Chapter  
             6.8 of the Health and Safety Code, the Cleanup Loans and  
             Environmental Assistance to Neighborhoods (CLEAN) Program,  
             which does both of the following:

              a)   Provides low-interest loans of up to $100,000 to  
                conduct preliminary endangerment assessments for eligible  
                contaminated properties and provides that if  
                redevelopment of property is determined not to be  
                economically feasible up to 75 percent of the loan amount  
                can be waived.
              
              b)   Provides low-interest loans of up to $2.5 million for  
                the cleanup or removal of hazardous materials where  
                redevelopment is likely to have a beneficial impact on  
                the property values, economic viability and quality of  
                life of a community









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           8)Article 8.7 (commencing with Section 25395.40) of Chapter  
             6.8 of the Health and Safety Code, the Financial Assurance  
             and Insurance for Redevelopment (FAIR) Program, which is  
             designed to lower property cleanup, sale, and redevelopment  
             costs through the provision of pre-negotiated and  
             standardized environmental insurance policies to stimulate  
             the cleanup and redevelopment of brownfields and other  
             environmentally impaired properties throughout the state.   
             The law also does the following:

              a)   Requires the Secretary of Cal/EPA to use a competitive  
                bidding process to select the insurance company or  
                companies that will provide the insurance products for a  
                three-year period.

              b)   Requires the products to be provided to be Pollution  
                Legal Liability Insurance to address unforeseen  
                conditions and third party liability for property damage  
                and personal injury, Cost Overrun Insurance to cover  
                costs of cleanups that are over and above cleanup cost  
                estimates, and Secured Creditor Insurance to cover loan  
                default or foreclosure that occurs due to pollution  
                conditions.

              c)   To the extent that funds are available, requires the  
                provision of subsidies to persons conducting response  
                actions at eligible properties who purchase the  
                pre-negotiated environmental insurance products of up to  
                50% of the cost of environmental insurance policy  
                premiums and up to 80% of the self-insured retention  
                amount of the cost overrun insurance policies  
                (essentially, the policy's "deductible," or the amount  
                that the person is obligated to pay before the insurance  
                policy pays), up to a maximum of $500,000. 

            This bill  , notwithstanding any other provision of state law:

           1)Provides that an innocent purchaser (IP), or a bona fide  
             prospective purchaser (BFP) of real property as defined in  
             specified sections of CERCLA is not liable under any state  
             or local law for any costs of response associated with a  
             release or threatened release of hazardous material at a  









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             site if the IP or BFP's liability is based solely on the  
             person's ownership or operation of the site.

           2)Provides that a person who owns property contiguous to a  
             contaminated site who meets certain conditions specified  
             under CERCLA is not liable for clean-up costs associated  
             with hazardous material from a site not owned by that  
             person.

           3)Provides that the immunity from liability for an IP, BFP, or  
             contiguous landowner described above does not apply if the  
             party impedes the performance of any clean-up or restoration  
             effort, nor does it exempt those parties from liability for  
             bodily injury or wrongful death.

           4)Defines various terms used in the bill's provisions.

            COMMENTS  :

            1)Purpose of Bill  . This bill is sponsored by the California  
             Center for Land Recycling (CCLR), which writes that:

           "At the heart of the problem with contaminated properties in  
             California are state laws that attach liability to any  
             current property owner, regardless of who was responsible  
             for the contamination.  Under the "joint and several"  
             liability scheme, a new owner may be required to pay the  
             entire cost of the clean up, even if they did not actively  
             cause or contribute to the pollution in the soil or  
             groundwater.  This reality has caused a widespread dampening  
             effect on real estate transactions involving properties that  
             raise any concern about potential environmental  
             contamination[.]"

           The Home Ownership Advancement Foundation (HOAF) explains  
             that:

           "The main fear of purchasers of contaminated property is that  
             despite their best efforts to identify property  
             contamination and make the site suitable for development,  
             costly ground water clean ups are a trap with no easy way  
             out . . . Under current law, an innocent purchaser faces  
             unknown liability in perpetuity for groundwater problems  









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             that are complex and costly."

           The Job-Center Housing Coalition, an economic development  
             coalition formed by numerous business organizations  
             (including the Chamber of Commerce, the California Building  
             Industry Association (CBIA), and the California  
             Manufacturing and Technology Association (CMTA)), writes  
             that:

           "SB 493 would help solve these challenges by encouraging  
             private investors to take dormant tracts of land and put  
             them back into productive use for new businesses, housing,  
             parks and other job-generating and community-enhancing  
             projects.  The bill is modeled after a recently enacted  
             federal bill, which provided liability relief to small  
             business owners operating on, and potential investors of,  
             previously contaminated tracts of land[.]"

           To achieve these goals, the bill would grant innocent  
             purchasers, prospective purchasers, and innocent contiguous  
             property owners with immunity from clean-up liability under  
             any state law for contamination for which they had no  
             responsibility.  Immunity would also be conditioned on  
             various measures of due diligence and compliance with  
             environmental authorities before and after purchase.  The  
             bill also explicitly specifies that its immunities do not  
             extend to personal injury or wrongful death claims.
            
            2)Opponents State Bill Weakens Public Health and Environmental  
             Protections; Current Law Already Provides Mechanisms To  
             Address Cleanup Cost Concerns; Bill Shifts Cleanup Costs to  
             Government.  Opponents, which include the Sierra Club and  
             the Planning and Conservation League (PCL) argue that it is  
             the threat of cleanup liability that allows agencies to  
             order clean ups and negotiate "prospective purchaser  
             agreements" (PPAs) and covenants not to sue (CNSs).  [ PPAs  
             and CNS's are agreements between a prospective purchaser and  
             an environmental enforcement agency where the purchaser  
             agrees to clean the site to a standard set by the agency,  
             and in return the agency agrees not to sue the purchaser for  
             response costs.].

           Opponents are concerned that without the threat of joint and  









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             several liability, state agencies will be unable to order  
             clean ups by current and prospective owners.  Opponents of  
             the bill also argue that PPAs, particularly when combined  
             with other state programs encouraging clean up (such as  
             environmental loans and insurance), are an effective  
             clean-up tool.

           Opponents also state that the bill "would immunize property  
             owners from liability by shifting costs on to the public  
             sector . . . in cases where contamination by the previous  
             owner causes imminent danger to public health and safety,  
             the state will have to step in to conduct a clean up with  
             public funds[.]

           Finally, opponents contend that the bill does not, in fact,  
                                                        conform to the federal law and definitions of IP and BFP.

           (Several opponents (California League of Conservation Voters  
             and Consumer Attorneys of California) state that if the bill  
             were narrowed to reflect accurately the federal provisions,  
             they would remove their opposition and possibly support the  
             bill.)
            
           3)Do Immunities From Cleanup Liability Result in Brownfields  
             Cleanup, Urban Revitalization?  "Notwithstanding any other  
             provision of state law", this bill creates an immunity from  
             liability for cleanup costs for "innocent purchasers",   
             "bona fide prospective purchasers" and contiguous landowners  
             of property.

          The Judiciary Committee Analysis makes the following cogent  
             point:

          "While existing law generally makes past and current owners of  
             property jointly and severally liable for response costs,  
             the reality is that it is very rare for an innocent  
             purchaser to be held totally responsible for response costs.  
              Instead, agencies use the threat of liability to encourage  
             clean ups by existing owners and to force clean ups by  
             prospective purchasers.   The fundamental point of dispute  
             between supporters and opponents of the bill is whether this  
             threatened liability is encouraging or discouraging the  
             clean up of contaminated sites."  [emphasis added.]  









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             There is little empirical data or information that makes the  
             case for or against  immunizing land owners from cleaning up  
             sites.  The 2002 law passed by Congress is still being  
             interpreted by the US EPA in regulation and apparently has  
             not been widely used to date.
           
           4)US EPA Recently Promulgated Interim Guidance on CERCLA  
             Affirmative Defenses  .  On March 6, 2003, the US EPA  
             issued a memorandum entitled "Interim Guidance  
             Regarding Criteria Landowners Must Meet for Bona Fide  
             Prospective Purchaser, Contiguous Property Owner, or  
             Innocent Landowner Limitations on CERCLA Liability."   
             The guidance document is intended for use by agency  
             personnel in implementing the law specifies obligations  
             parties must meet to become an IP, BFP, or contiguous  
             property owner under the statute.  It states that the  
             guidance is interim in nature and that the agency may  
             revise it as it and the courts develop implementation  
             actions more fully.

          An issue that arises with respect to this measure is that  
             the precise conditions a party must meet to obtain IP,  
             BFP, or contiguous landowner immunity are still in  
             flux, which may create  implementation problems and  
             litigation over this measure.    

           5)Who Will Pay the Cost of Cleaning Up Sites if Purchasers  
             of Land are Immunized From Cleanup Liability? What  
             Cleanup Standards Will Be Used?   This bill appears to  
             be premised on the notion that immunizing buyers and  
             contiguous property owners of contaminated property  
             from cleanup liability will result in abandoned and  
             under-utilized properties being purchased, cleaned up,  
             and re-used in a manner economically beneficial to the  
             surrounding community.  

          However, if the purchaser or owner of the property is  
             immune from liability and a polluted condition exists  
             in the first place, it's unclear who will clean up the  
             site, what incentive exists to clean it up, who will  
             pay the cleanup costs, and what standards would be used  
             to ensure the site is "clean" so it can be reused.









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          Presumably, prior landowners or parties who caused the  
             pollution would have  cleaned it up (or been ordered to  
             clean it up) if there was an economic or public benefit  
             to doing so.  In theory, government agencies using  
             public funds could step in to clean these properties  
             up; but agencies generally do not have the funds to do  
             so, and its unclear if they should use public funds for  
             this purpose.

          (It should be noted that there exists an "Orphan Share"  
             Trust Fund under current law which  was established for  
             the express purpose of cleaning up sites like those  
             cited by the supporters of this measure.  However, it  
             has never been funded adequately, and the business  
             community has strongly opposed funding it through  
             business fees or "polluter" fees.)

          Should it choose to pass this measure, the committee may  
             wish to consider a sunset review of the bill's  
             provisions to determine whether or not it is widely  
             used, whether or not it results in the cleanup of  
             contaminated properties (particularly in urban  
             disadvantaged communities), and who ends up paying the  
             costs of cleanup to the extent it is done.

           6)Several Supporters State Bill is  "Urban Revitalization"  
             and Low and Moderate Income Housing Measure; Yet, It  
             Applies to Any  Piece of  Property, of Any Size, Used  
             For Any Purpose, Anywhere in State.   Some of the  
             supporters of this bill state that the measure is  
             particularly important in efforts to clean up and  
             revitalize brownfields and other abandoned properties  
             in disadvantaged communities.  Yet the immunity in the  
             bill applies to any property, anywhere, of any size.

          In theory, this could mean that sophisticated buyers and  
             sellers could get together to exchange lands to take  
             advantage of the immunity in the bill for lands located  
             in wealthy communities to build facilities that have  
             little or no public benefit.  It could also be used to  
             avoid liability at sites that are highly contaminated  
             and where the owner should be responsible for at least  









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             a portion of the cleanup costs. 

          [In contrast, current state "brownfield" laws generally  
             target efforts in urban, disadvantaged areas. For  
             example, Health and Safety Code Section 25395.20  
             defines "brownfield" as an abandoned urban site that is  
             not a superfund site and meets a long list of other  
             conditions.  SB 32 (Escutia), which was sponsored by  
             the some of  the same parties as this measure to clean  
             up brownfields, further limits the definition to sites  
             of 5 acres or less.]

           7)Bill is Represented as State Version of CERCLA "Innocent  
             Purchaser Statutes," but Appears to Differ  
             Significantly from Federal Statute  ;   Inter-weaving of  
             State and Federal Law Creates Confusion, Ambiguity.    
             Some of the supporters of the bill have stated that it  
             is intended to enact into state law the federal  
             innocent purchaser and bona fide prospective purchaser  
             defenses.  However, the bill differs from the federal  
             law in several significant ways, and in one case  (see  
             (b) below) creates potential confusion by using the  
             federal definition:

               a)   Definition of "Applicable Statutes" (Page 2,  
                lines 10-18).   CERCLA grants a defense to innocent  
                purchasers and bona fide prospective purchasers from  
                federal superfund cleanup liability.  It was not  
                drafted to include other federal cleanup statutes  
                such as the federal Clean Water Act (33 U.S.C.  
                Section 1251 et. seq.), the Resource Conservation  
                and Recovery Act (42 U.S.C. Section 6901 et. seq.),  
                the federal Toxic Substances Control Act (15 U.S.C.  
                Section 2601 et. seq.)

              In contrast, this measure appears to create an  
                immunity from liability for a broad category of  
                state and local environmental laws including the  
                Porter-Cologne Water Quality Control Act, the  
                State's version of the federal Resource Conservation  
                and Recovery Act (Chapter 6.5 (commencing with  
                Section 25300) of the Health and Safety Code), state  
                and local underground tank cleanup laws, local  









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                nuisance abatement ordinances and others.   

               b)   Bona Fide Prospective Purchaser (BFP) (Page 2,  
                line 19-21)  : CERCLA establishes an affirmative  
                defense against cleanup liability for BFP's on and  
                after January 11, 2002.  This measure appears to  
                mirror that provision, thereby potentially  
                conferring retroactive immunity on parties who may  
                already be under cleanup orders, and creating  
                confusion about the provision's effective date.

              c)     "Innocent Purchaser" (IP) Page 2, lines 22-25):    
                The bill's definition only partly cross-references  
                the analogous CERCLA provision.  It does not  pick  
                up the so-called "contractual relationship" and "all  
                appropriate inquiries" provisions of Section 101(35)  
                of the federal law.  As a result, the bill's  
                definition may relieve a buyer of any duty to  
                investigate whether hazardous materials are present  
                on the site and to take actions to prevent such  
                contamination.

              d)   "  Hazardous Material" (Page 3, lines 1 and 2):    
                CERCLA's affirmative defenses apply only to  
                contamination from "hazardous substances" which is a  
                more limited universe than the "hazardous materials"  
                definition in this bill, and which does not include  
                materials such as petroleum products, MTBE,  
                Perchlorate, asbestos, and sewage sludge.    

               e)   "Response" (Page 3, lines 3-5):   CERCLA's  
                affirmative defenses are limited to superfund  
                cleanup costs only, whereas the definition of  
                "response" under this measure appears to confer its  
                immunity on a much broader universe of  response   
                and corrective actions, including RCRA corrective  
                actions on operating facilities, corrective actions  
                or closure orders at hazardous waste disposal  
                facilities, leaking underground tank cleanup orders  
                issued by local governments, and numerous others.

              In addition, this definition may need clarification to  
                ensure that it does not inadvertently immunize a  









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                property owner for releases that occur after  
                purchasing the property.  
               
               f)   Affirmative Defense v. Statutory Immunity :    
                CERCLA establishes an affirmative defense against  
                cleanup liability for IP's, BFP's, and contiguous  
                property owners, thereby placing the burden of  
                demonstrating that they have met the tests under  
                federal law on the parties.  This measure appears to  
                create a statutory immunity, which would shift the  
                burden to public agencies to prove that the parties  
                do not meet the tests. [NOTE: The author agreed to  
                amend the bill to address this concern in the Senate  
                Judiciary Committee as the bill moved to this  
                committee; however, those amendments were not  
                received by the committee by the time this analysis  
                was published.] 

               g)   Windfall Tax Lien  :  CERCLA provides public  
                agencies with the authority to impose a windfall tax  
                lien on properties that are cleaned up using public  
                funds or private funds other than those of the owner  
                of the property in order to protect against unjust  
                enrichment of the owner.   This measure provides no  
                such lien. (NOTE: The author agreed to address this  
                issue, but the Committee has not seen language as of  
                the publication date of this analysis.)

               h)   Obligations for Due Diligence By Property Owner  .   
                CERCLA, as well as state superfund law (Health and  
                Safety Code Section 25323.5 (b)) requires an  
                innocent purchaser to perform due diligence and  
                other duties on property in order to be designated  
                as an innocent purchaser and benefit from its  
                status.  This measure is vague as to whether those  
                duties are imposed on parties subject to its  
                provisions.

              In light of these concerns, the author and committee  
                may wish to consider codifying the federal law into  
                state law in order to create a clear and complete  
                state law scheme and adding those provisions needed  
                to ensure that the provision operates as an accurate  









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                analogue to the CERCLA provision.

           8)Lender Liability Statutes Cited As Model For Bill; Yet,  
             Lender Liability Statute Differs in Several Significant  
             Aspects.   The supporters of this measure cite the  
             so-called "lender liability" statutes (Chapter 6.96  
             (commencing with Section 25548) of the Health and  
             Safety Code) enacted by the Legislature in the  
             mid-1990's as a model for the immunities contained in  
             this bill.  However, the lender liability statutes  
             differ in several respects from this proposal.

                  First, in contrast to this measure, the  lender  
                liability statutes are a fully-contained body of  
                state law with it's own definitions and operative  
                provisions, and not a combination of  
                cross-references and new enactments.

                  Second, the lender liability statutes do not  
                enact immunities "notwithstanding any other  
                provision of law" as this measure would do.

                  Third, the statutes provide that the immunity  
                granted to lenders under its provisions are  
                effective only if the lender involvement is limited  
                to a security interest in the property and he or she  
                does not actively participate in the management of  
                the property.  In contrast, an innocent purchaser or  
                owner of the property under this measure would  
                include a property owner who is actively involved in  
                the management of a contaminated property.

                  Fourth, the immunity under the lender liability  
                statutes expressly excludes cleanup liability if the  
                lender is a responsible party under CERCLA, the  
                lender operates or maintains an operation on the  
                property, the lender has any liability under Chapter  
                6.5 (commencing with Section 25100) of the Health  
                and Safety Code (State RCRA Program), there is an  
                imminent or substantial endangement on the property,  
                and several other circumstances.

                  Fifth, the lender liability statute contains a  









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                "severability" provision that renders it inoperative  
                if it is found to be inconsistent with federal law  
                or results in the loss of federal authorization for  
                a state program (such as the state RCRA program).

                  And sixth, the definition of "Hazardous  
                Materials" used in the lender liability statutes  
                cross-references a different section of law than  
                this measure.

           1)Effect on Tools Used By State Cleanup Agencies to  
             Condition Future Use of Property Unclear  .  As noted in  
             the digest, current law allows agencies such as DTSC  
             and the state and regional water boards to "condition"  
             present and future land uses of contaminated properties  
             in a manner that allows certain uses to proceed while  
             ensuring other future uses would compel additional  
             cleanup.  These tools (e.g. land use covenants,  
             operating maintenance agreements) are negotiated with  
             the owners of property and binding on those owners.  It  
             is unclear how pre-existing covenants or agreements of  
             this sort would be enforceable against a party  
             immunized under the bill's provisions and what effect  
             that would have on the protection of public health and  
             the environment.

           2)Effect on Local Nuisance Abatement Laws Unclear  .   
             Several reviewers of this measure have expressed the  
             concern that the bill's provisions are so sweeping that  
             that they would affect a local government's ability to  
             abate a public nuisance from materials disposed on  
             property.  The concern stems from the definitions of  
             "response" cited in comment (6)(e), and whether the  
             phrase "or a response action subject to other  
             applicable statute" would include an action by a local  
             agency to abate a nuisance.

           3)Impact on Redevelopment Agency Cleanups Unclear.   
              Several laws, including the Polanco Redevelopment Act  
             and the California Land Environmental Restoration and  
             Reuse Act referenced in the digest above, authorize  
             local redevelopment agencies to take a variety of steps  
             to assess and clean a contaminated site and then seek  









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             those costs from previous and current owners, while  
             giving the prospective purchaser liability protections.  
              This bill's innocent purchaser provisions might impact  
             those efforts insofar as agencies seek costs from a  
             current owner who might otherwise qualify as innocent  
             purchasers under the bill. 

            SOURCE  :        California Center For Land Recycling  
           SUPPORT  :       American Farmland Trust, Anschutz Entertainment  
                          Group, Bridge Housing, Burbank Housing  
                          Development Corporation, California Bankers  
                          Association, California Building Industry,  
                          California Center for Land Recycling,  
                          California Chamber of Commerce, California  
                          Rural Legal Assistance Foundation, Californians  
                          for Justice, City of East Palo Alto, City of  
                          West Hollywood, Civil Justice Association of  
                          California, East Palo Alto Community Alliance   
                          and Neighborhood Development Organization,  
                          Endangered Habitats League, FannieMae,  
                          Job-Center Housing Coalition, Greenlining  
                          Institute, Greenlining Coaliton, Home Ownership  
                          Advancement Foundation, LTSC Community  
                          Development Corporation, Latino Issues Forum,  
                          Lenders for Community Development, Little  
                          Hoover Commission, League of California Cities,  
                          Livable Places, Mexican American Community  
                          Services Agency, Inc. Mid-Peninsula Housing  
                          Coalition, Olive Branches, Peninsula Habitat  
                          for Humanity, Ralphs/Food4Less, Rural  
                          Communities Housing Development Corporation,  
                          Southern California Association of Non-Profit  
                          Housing, The Spanish Speaking Unity Council  

           OPPOSITION  :    California Communities Against Toxics,  
                          California League of California Voters,  
                          Consumer Attorneys of California, Planning and  
                          Conservation League, Sierra Club California