BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 151
                                                                  Page  1

          Date of Hearing:   January 21, 2010

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                   AB 151 (Jones) - As Amended:  September 10, 2009

          Policy Committee:                              Business and  
          Professions  Vote:                            11-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:               

           SUMMARY  

          This bill:

          1)Authorizes the Department of General Services (DGS) to  
            investigate and negotiate the terms of a sale, lease, or  
            exchange of the Board of Equalization's (BOE's) headquarters  
            building in downtown Sacramento and to use the net proceeds of  
            the sale to acquire replacement facilities for the BOE.

          2)Stipulates the DGS is not authorized to dispose of the  
            existing state building or to acquire replacement facilities. 

           FISCAL EFFECT  

          One-time costs of at least $250,000 if DGS were to conduct the  
          investigation and negotiations leading to a proposal for  
          legislative consideration to (1) sell the current state building  
          and (2) acquire replacement facilities for the BOE.  (The bill  
          declares legislative intent that this work be funded out of the  
          BOE's operating budget for 2010-11.)

           COMMENTS  

           1)History  .  In 1993, the DGS entered into a lease-purchase  
            agreement with CalPERS for the BOE's headquarters building,  
            located at 450 N Street in Sacramento.  The BOE has  
            experienced ongoing problems with the building over several  
            years including water intrusion and, beginning in 1999,  
            failure of the curtain wall window system, where seven windows  
            fell onto the street or an adjacent apartment building over a  
            six-year period.  Moreover, due to the water intrusion, in  








                                                                  AB 151
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            2007 mold was discovered on the top three floors, which were  
            subsequently vacated, thus requiring the relocation of over  
            200 employees to another building.  Subsequent inspections led  
            to the discovery of mold on every floor, and remediation of  
            this situation is ongoing.

            In 2006, the state exercised a purchase option on the  
            building.  A loan of $81 million was approved from the Pooled  
            Money Investment Account in 2007.  The outstanding balance on  
            the loan is currently about $91 million.  According to the  
            governor's 2010-11 budget proposal, lease-revenue bonds to pay  
            back the PMIA loan will be sold prior to June 30th of this  
            year.  The budget indicates that debt service of about $8.2  
            million annually will commence on these bonds in 2010-11.

           2)Purpose  .  Given the ongoing problems with its headquarters,  
            the BOE, which is sponsoring AB 151, believes "it is time for  
            the State to take a step back and have a thorough independent  
            economic analysis performed to determine the most cost  
            beneficial manner for the State to address the 450 N Street  
            building."  
           
             The BOE sites the continuing costs for the repairs described  
            above, the loss of productivity (with associated cost and loss  
            of revenue generation) from having to continually move staff  
            around the building to accommodate the mold remediation, and  
            pending building infrastructure repairs as identified by DGS.   
            Past and ongoing repairs are estimated to cost about $55  
            million and lost productivity and revenue will be $30 million,  
            for a total of $85 million.  

            The board further indicates that, while their staff has grown  
            to 2,900 employees, the building was designed to accommodate  
            only 2,200 personnel.  The board is in the process of housing  
            the overflow staff in separate, leased facilities.

            The BOE argues that "As a tenant with no ownership interest,  
            the BOE should not be responsible for paying the extensive  
            repairs needed for the State's 450 N Street building.   
            However, since 2005, BOE has been responsible for requesting  
            additional funding for the DOF or redirecting funds away from  
            both its operating budget and BOE's mission critical work to  
            fund the building repairs.  Moreover, BOE has continued to pay  
            full rent for the space, including space unavailable due to  
            water intrusion and other infrastructure problems?The ideal  








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            resolution for both BOE employees and the California taxpayers  
            is to permit BOE to move out of the 450 N Street building and  
            relocate to other premises without incurring the continuing  
            cost of rent on the vacated space."

           3)Most Cited Costs are Sunk Costs  .  Most of the repairs cited by  
            the board represent a sunk cost, and thus should have no  
            bearing on any cost analysis looking forward.  According to  
            DGS, the curtain wall repairs ($15.5 million) are complete,  
            the mold remediation will be completed in 2010 at a total  
            estimated cost of about $27 million, and a $2.3 million  
            elevator modernization project that just commenced and will be  
            completed over the next two years.  Additionally, the BOE's  
            estimated $8.3 million cost from productivity losses and $22  
            million in revenue generation losses should be mostly incurred  
            by the end of this year.  Finally, the $10 million estimate  
            for future infrastructure repairs largely represents costs  
            that would normally be incurred on a building of this age, and  
            will likely be accomplished over several years.

           4)Bill Appears to Go Beyond Mere Analysis  . With respect to this  
            building, it seems that the most pertinent questions to be  
            answered are:

             a)   Should the state continue ownership of the 450 N Street  
               building or sell the building?

             b)   Given its current and projected staffing levels and  
               space needs, should the BOE remain at 450 N Street  
               (assuming continued state ownership) or should the board be  
               consolidated in facilities elsewhere within the Sacramento  
               region?  (For example, would the board's operations be more  
               efficient in a campus-like facility, similar to that of the  
               Franchise Tax Board, rather than in a downtown highrise?)

             c)   If the BOE were to be relocated, what state entity or  
               entities should be relocated to 450 N Street?

            Rather than seeking answers to the above questions, AB 151  
            authorizes DGS to not only investigate but also to negotiate  
            for sale or lease of the headquarters building and for  
            replacement facilities.  This would appear to allow the  
            department to proceed all the way up to a point of signing  
            contracts, prior to obtaining subsequent statutory  
            authorization for an actual sale and new procurement.  Such a  








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            process could leave the Legislature with, in essence, a fait  
            accompli role in what could be a decision involving up to  
            hundreds of millions of dollars of state funds.

           5)Recommendation  .  The BOE's frustration with having to operate  
            in a problem-plagued building, and its desire to vacate that  
            building as soon as possible, is certainly understandable.   
            Decisions regarding state-owned office facilities have  
            long-term consequences and involve significant fiscal impacts,  
            however, and thus should be made in accordance with sound  
            analysis.  This bill should be amended to instead require DGS  
            to address the questions outlined in (4) above and to report  
            back to the Legislature at a date certain.  This analysis  
            could be funded through the Property Acquisition Law Account.

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081