BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 499
                                                                  Page 1

          Date of Hearing:  April 21, 2009

                           ASSEMBLY COMMITTEE ON JUDICIARY
                                  Mike Feuer, Chair
                    AB 499 (Hill) - As Amended:  February 24, 2009

           SUBJECT  :  CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA): REAL  
          PARTIES IN INTEREST

           KEY ISSUE  :  SHOULD THE "REAL PARTY IN INTEREST" NAMED IN A CEQA  
          LAWSUIT BE DEFINED AS THOSE PARTIES ACTUALLY IDENTIFIED IN THE  
          LEAD AGENCY'S CEQA APPROVAL?

           FISCAL EFFECT  :  As currently in print this bill is keyed fiscal.  


                                      SYNOPSIS
          
          This non-controversial bill would revise CEQA judicial review  
          procedures to clarify that only the recipients of a project  
          approval identified by the lead agency are the real parties in  
          interest.  Under the bill, a plaintiff is required to name these  
          real parties in interest when appealing the lead agency's  
          decision.  This requirement seeks to resolve clearly who must be  
          named as a real party in interest at the commencement of a CEQA  
          case.  
           
           SUMMARY  :  Requires that a petitioner or plaintiff name a  
          recipient of an approval as a "real party in interest."   
          Specifically,  this bill  :  

          1)Requires the lead agency to identify the recipient of the  
            agency's approval in its notice of determination or exemption.

          2)Provides that the recipient of project approval identified by  
            the lead agency is the real party in interest that a  
            petitioner or plaintiff must name in, and serve, its petition  
            or complaint.

          3)Provides that the petition or complaint is subject to  
            dismissal if the petitioner or plaintiff fails to serve any  
            recipient of approval within the statute of limitations  
            period.

          4)Provides that the bill's revisions apply prospectively only,  








                                                                  AB 499
                                                                  Page 2

            i.e., they do not apply to CEQA lawsuits pending, or to public  
            agency decisions for which a notice was filed, on or before  
            December 31, 2009.

           EXISTING LAW  :  
           
          1)Requires lead agencies with the principal responsibility for  
            carrying out or approving a proposed project to prepare a  
            negative declaration, mitigated negative declaration, or  
            environmental impact report for this action, unless the  
            project is exempt from CEQA.  (Public Resources Code section  
            21000 et seq.)

          2)Requires a state agency to file a notice of its CEQA decision  
            with the Office of Planning and Research and requires a local  
            agency to file a notice of its decision with the appropriate  
            county clerk(s).  (Public Resources Code section 21108 and  
            21152.)

          3)Provides appeal procedures to challenge lead agency decisions,  
            including requiring the petitioner or plaintiff to name, and  
            serve, a real party in interest; provides that failure to name  
            potential parties, other than specified real parties in  
            interest, is not grounds for dismissal of the appeal.  (Public  
            Resources Code section 21167.6.5.)

           COMMENTS  :  This bill requires lead agencies to list "recipients  
          of approval" for a particular project in their notice of  
          determination or exemption.  Additionally, this measure  
          clarifies the parties that must be "indispensable parties" in a  
          CEQA lawsuit.  As the sponsor of this bill, the Planning and  
          Conservation League, explains:

               To prevent important cases from being dismissed,  
               petitioners in CEQA lawsuits are forced to over-name and  
               serve parties who might or might not be considered  
               indispensable to ensure they have not missed anyone. This  
               is extremely burdensome not only to the petitioners, but  
               also to those who have been named as real parties in  
               interest by the petitioners simply out of an abundance of  
               caution in light of the result in the County of Imperial  
               case.  [See case description below.]

          A "real party in interest" is a person affected by litigation  
          other than the plaintiff or the defendant.  The "indispensable  








                                                                  AB 499
                                                                  Page 3

          party rule" requires adequate notification to a person actually  
          affected by litigation.  CEQA's judicial review procedures  
          specify which persons are indispensable parties and must be  
          named and served in litigation.

           BACKDROP  :  Adopted in 1970 and incorporated in the Public  
          Resources Code 21000-21177, the California Environmental  
          Quality Act (CEQA) applies to projects undertaken, funded or  
          requiring an issuance of a permit by a public agency.  CEQA  
          requires a lead agency, the principal public agency ensuring  
          CEQA compliance, to prepare an analysis of a project that may  
          have a significant effect on the environment.  The analysis of a  
          project usually takes the form of an Environmental Impact  
          Report, Environmental Impact Statement, Negative Declaration, or  
          Environmental Assessment.  

          CEQA also requires the lead agency to file a notice of approval  
          or a notice of determination containing specified information  
          with the Office of Planning Research or the county clerk of each  
          county in which the project is located.  CEQA provides the  
          procedure by which a party may file a lawsuit against the  
          continuance of a project thought to harm environment.  In order  
          to file a lawsuit, however, the party must name all the  
          individuals involved in the project for the suit to withstand  
          dismissal.

          As recently declared by the Court of Appeal in County of  
          Imperial v. Superior Court (2007) 152 Cal. App. 4th 13, any  
          person who, years after project approval, claims to be a  
          recipient of approval can be considered an "indispensable party"  
          and therefore required to be named in a CEQA lawsuit.  However,  
          a CEQA lawsuit must brought within 30 days of project approval,  
          and failure to name all indispensable parties within that 30-day  
          period results in categorical dismissal of the lawsuit.  The  
          court upheld the dismissal of this lawsuit even though the party  
          not named had asserted in both the administrative proceeding and  
          in court that it did not need the approval in question and did  
          not claim to be "indispensable."

           ARGUMENTS IN SUPPORT  :  This bill intends to resolve the  
          situation of CEQA appellants either over-naming and over-serving  
          parties, or facing the risk their appeal may be dismissed for  
          technical errors.  The bill requires lead agencies to name the  
          recipients of approval.  It also specifies that only those  
          parties actually identified by the lead agency as a recipient of  








                                                                  AB 499
                                                                  Page 4

          that approval must be named and served.  Other parties may  
          intervene on their own initiative.  As the Planning and  
          Conservation League states:

               This clarity is especially important in CEQA cases since  
               they have extremely short statutes of limitation.  Cases  
               must be filed, with all recipients of approval included in  
               the filing, within 30 days of project approval.  That is  
               often not enough time for the lead agency to hand over the  
               entire Administrative Record in the case, which at least  
               contains information to suggest which entities might need  
               to be included in the lawsuit. 
            
          According to its supporters, the bill will thus improve the  
          efficiency of CEQA judicial review by addressing a burdensome  
          procedural complication without affecting the statute's intent  
          regarding notice and participation in CEQA litigation.  The bill  
          has no known opposition.  
            
          Prior/Pending Related Legislation.   A similar bill, SB 68  
          (Kuehl), was later vetoed by the Governor, who objected to  
          making lead agencies responsible for determining who the "real  
          parties in interest" are.  AB 499 is intended to address the  
          ambiguity the Governor objected to by clearly indicating that  
          lead agencies simply must name the recipients of their approval,  
          who petitioners must then name as real parties in interest.

          SB 1393 (Kuehl) Chapter 1121, Statutes of 2002, made various  
          revisions to CEQA, including requirements for naming a real  
          party in interest, serving the petition or complaint, and  
          providing certain agencies with notice of the action or  
          proceeding.  This provision also provides that failure to name  
          potential parties, other than those specified (  i.e.  , recipient  
          of approval, certain agencies) is not grounds for dismissal.

          AB 2814 (Simitian) Chapter 522, Statutes of 2004, provided that  
          failure to name potential parties, other than the recipient of  
          an approval, is not grounds for dismissal.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 

           American Federation of State, County and Municipal Employees,  
          AFL-CIO








                                                                  AB 499
                                                                  Page 5

          California Council for Environmental and Economic Balance
          California League of Conservation Voters
          California Native Plant Society
          California State Parks Foundation
          Clean Water Action
          Environmental Defense Fund
          Imperial County Board of Supervisors
          Natural Resources Defense Council
          Planning and Conservation League
          Sierra Club California

           Opposition 

           None on file
           
          Analysis Prepared by  :  Drew Liebert and Edward Ahn / JUD. /  
          (916) 319-2334