BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 949
                                                                  Page  1

          Date of Hearing:   April 27, 2009

                        ASSEMBLY COMMITTEE ON TRANSPORTATION
                                   Mike Eng, Chair
                  AB 949 (Logue) - As Introduced:  February 26, 2009
           
          SUBJECT  :  State-Local partnership:  eligible matching funds 

           SUMMARY  :  This bill expands the definition of eligible local  
          matching funds for purposes of participating in the State-Local  
          Partnership Program (SLPP).  Specifically,  this bill  :  

          1)Adds mineral or resource extraction fees or taxes to the list  
            of local matching fund sources eligible for the 95%-portion of  
            the SLPP that is to be distributed by formula to self-help  
            counties.

          2)Strikes the requirement that developer fees must be uniform to  
            be eligible as local matching funds for the 5%-portion of the  
            SLPP that is to be competitively distributed.  

          3)Provides that, in addition to developer fees and mineral or  
            resource extraction fees, eligible local matching funds can  
            include a local or regional tax or fee, including a fee or tax  
            imposed within a county or any part thereof, by voter approval  
            or by action of the board of supervisors.  

           EXISTING LAW  :  In November 2006, voters passed the Highway  
          Safety, Traffic Reduction, Air Quality, and Port Security Bond  
          Act of 2006 (bond act) that provides $19.925 billion in bonds,  
          including $1 billion in the SLPP Account.  The bond act provides  
          that funds in the account are to be appropriated by the  
          Legislature and subject to conditions prescribed by the  
          Legislature in statute.  Funds are to be allocated by the  
          California Transportation Commission (CTC) over a five-year  
          period and must be matched on a one-to-one basis with local  
          funds.  

          Subsequent legislation AB 268 (Committee on Budget), Chapter  
          756, Statutes of 2008 set forth criteria and conditions  
          governing the use of SLPP funds.  That legislation:  

          4)Declares that the purpose of the SLPP is to:

             a)   Reward "self-help" counties (those in which voters have  








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               approved fees or taxes solely dedicated to transportation  
               improvements); and, 

             b)   Provide funds for a wide variety of capital projects.  

          5)Defines an eligible applicant under the program to be a local  
            or regional transportation agency that has responsibility for  
            funding, procuring, or constructing transportation  
            improvements within its jurisdiction and that has sought and  
            received voter approval for transportation fees or taxes or  
            has imposed uniform developer fees.  

          6)Specifies that eligible local matching funds required to  
            obtain SLPP funding must come from one of the following  
            sources:

             a)   Any voter-approved local or regional tax or fee (defined  
               as a countywide or citywide sales tax, property or parcel  
               tax, voter-approved bridge tolls, or voter-approved fees  
               dedicated solely to transportation improvements); or,

             b)   Uniform developer fees.  

          7)Specifies that eligible projects include all of the following:  
             

             a)   State highway system improvements;

             b)   Transit facility improvements;

             c)   Acquisition, retrofit, or rehabilitation of rolling  
               stock, buses, or other transit equipment;

             d)   Improvements to the local road system;

             e)   Improvements to bicycle or pedestrian safety or  
               mobility; and,

             f)   Environmental mitigation.  

          8)Prescribes the distribution of the $1 billion in SLPP bond  
            funds, per the following:

             a)   95% of the funds for use in "self-help" areas,  
               distributed by formula; and,








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             b)   5% of the funds for use in areas with uniform developer  
               fees, distributed by competitive grants.  

           FISCAL EFFECT  :  Unknown

           COMMENTS  :  According to the author, criteria established by the  
          CTC and the Legislature for implementation of the SLPP failed to  
          recognize contributions from unique revenue sources in either  
          Yuba or Nevada Counties.  This bill is intended to remedy that  
          situation and allow these alternative sources of funds to be  
          eligible as matching dollars for the SLPP.  

          In Yuba County, voters approved Measure D, a resource depletion  
          tax dedicated solely to transportation.  The measure imposes a  
          15-cent per ton surcharge on businesses engaged in sand and  
          gravel mining and concrete manufacturing within the county.  The  
          author asserts that as a result of the measure, Yuba County  
          should qualify for its rightful share of SLPP dollars just as  
          any other "self-help" county.  

          In Nevada County, voters approved Measure F in 1996, which  
          requires that 50% of the county's total annual allocation of VLF  
          revenue be allocated for "maintenance, repair, circulation  
          enhancement, general road safety and fire access."  According to  
          the author, "Nevada County uses these funds exactly like  
          self-help counties use their sales tax funds? [These] funds are  
          the second largest source of "transportation dedicated" revenues  
          and the County would like to be able to leverage those funds in  
          the same way other self-help counties will."  
           
          Previous legislation  :  AB 268 (Committee on Budget) Chapter 756,  
          Statutes of 2008, set forth criteria and conditions governing  
          the use of SLPP funds.  

          AB 1351 (Levine) of 2007 would have set forth provisions to  
          govern the SLPP.  That bill stated legislative intent that $200  
          million be allocated each year for five years, beginning the  
          2010-2011 fiscal year.  The delayed start date was intended to  
          provide an incentive for counties to pass self-help measures.   
          That bill died in Senate Appropriations Committee.  

          SB 748 (Corbett) of 2007 would have set forth provisions to  
          govern the SLPP.  That bill stated the intent of the Legislature  
          to appropriate $200 million for the program from bond funds in  








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          each of five fiscal years beginning in the 2007-08 fiscal year.   
          That bill died in Assembly Appropriations Committee.   
           
          Other significant differences between AB 1351 and SB 748 are  
          notable and relevant to discussions of AB 949.  SB 748 included  
          uniform developer fees within the types of eligible local  
          matching funds.  AB 1351, on the other hand, limited eligible  
          matching funds to locally imposed sales tax revenues. This point  
          was perhaps the most contentious regarding implementation of  
          SLPP.  

          According to the State Controller's report entitled, "Counties  
          Annual Report" published May 2007, in 2004 there were 19  
          self-help counties that would be eligible to participate in the  
          SLPP to be established under either SB 748 or AB 1351.  These  
          counties impose sales taxes dedicated to transportation, which  
          raised $2.563 billion in sales tax revenue.  An additional six  
          agencies would be allowed to participate in the SLPP under SB  
          748 on the basis of having imposed uniform developer fees for  
          transportation.  (Uniform developer fees brought in $139 million  
          in 2004.)  These agencies would not be eligible to participate  
          under AB 1351.  

          Supporters of the ability to use developer fees noted that SB  
          748 recognized that different communities have different  
          transportation needs by providing that funds can be used for a  
          variety of capital projects that are typically funded in local  
          or regional voter-approved expenditure plans and that result in  
          mobility, accessibility, system connectivity, safety, or air  
          quality benefits.  

          Opponents of this approach objected to the expansion of  
          "self-help counties."  For example, in reference to last year's  
          SB 748, Imperial County wrote, "Sometime in the very near  
          future, Imperial County will be asking voters of the county to  
          renew its commitment to local support of transportation funding.  
           How will this affect the ability of Imperial, or any other  
          county, to ask the voters to approve such a measure when the  
          Legislature moves to diminish the very special commitment to  
          transportation that these self-help counties have demonstrated  
          in the past?"  

           Committee concerns  :  The main purpose of the SLPP, according to  
          last year's AB 268, is to reward counties that have imposed a  
          sales tax on themselves to fund transportation.  This bill would  








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          make Yuba County, and any other county with mineral extraction  
          fees and taxes, eligible for the largest portion of the SLPP,  
          the 95% dedicated to self-help counties.  Arguably, this is  
          inconsistent with the intent of the agreement struck last year  
          and represented in AB 268.  

           Author's amendments  :  The author intends to take the following  
          clarifying amendments in committee and to strike provisions in  
          the bill intended to accommodate Nevada County's request that  
          VLF revenue be eligible as local matching funds, with respect to  
          the SLPP.  (These amendments do not address the committee's  
          concerns):

          On page 2, beginning with line 3, replace lines 3 through 13  
            with the following:

            8879.69. (a) Eligible local matching funds required to obtain  
            funding under the program shall be obtained from revenues from  
            any  voter-approved   a  local or regional tax or fee solely  
            dedicated to transportation improvements, or from developer  
            fees, or  from mineral or resource extraction fees or taxes.  
            Tax or fee, for purposes of this section, means a countywide  
            or citywide sales tax, a property or parcel tax in a county or  
            counties or district,  any voter-approved mineral or resource  
            extraction fees or taxes  and voter-approved bridge tolls or  
            voter-approved fees dedicated to specific transportation  
            improvements.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Nevada County Board of Supervisors (sponsor)
          Yuba County Board of Supervisors (sponsor)

           Opposition 
           
          None on file
           

          Analysis Prepared by  :   Janet Dawson / TRANS. / (916) 319-2093