BILL ANALYSIS                                                                                                                                                                                                    






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: AB 1386
          SENATOR ALAN LOWENTHAL, CHAIRMAN               AUTHOR:  Hayashi
                                                         VERSION: 6/23/09
          Analysis by: Mark Stivers                      FISCAL:  Yes
          Hearing date: June 30, 2009









          SUBJECT:

          Transportation projects using funds from the sale of surplus  
          property in the State Route (SR) 84 and 238 corridors

          DESCRIPTION:

          This bill requires Caltrans to deposit proceeds from the sale of  
          surplus properties in the SR 84 and SR 238 corridors into a  
          special fund, provides greater flexibility with respect to the  
          funding of projects that use these funds, and relinquishes  
          portions of SR 84, SR 185, and SR 238 to the City of Hayward.

          ANALYSIS:

          Current law identifies the California state highway system  
          through a description of segments of the state's regional and  
          interregional roads that are owned and operated by the  
          Department of Transportation (Caltrans).  The law also provides  
          that, in order to expand or delete any portion of the state  
          highway system, the California Transportation Commission (CTC)  
          shall make findings that the change is in the best interests of  
          the state.

          The law further provides for the relinquishment of a portion of  
          a state highway to a city or county under an agreement between  
          the local jurisdiction and Caltrans, when an act of the  
          Legislature has deleted the portion of highway from the state  
          highway system.

          Under current law, whenever Caltrans determines that any real  
          property acquired for highway purposes is no longer necessary,  




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          it may sell or exchange the property upon terms, standards, and  
          conditions established by the CTC.  Proceeds from the sale are  
          returned to the State Highway Account.  

          Beginning in the 1970s, Caltrans purchased large amounts of  
          property in southern Alameda County to construct the SR 238  
          bypass and improvements to SR 84 between SR 238 and Interstate  
          880 but never built the facilities.  Caltrans expects to declare  
          this property surplus and is now working with the county and  
          affected cities to plan for the sale and reuse of these  
          properties.  Under current law specific to the SR 84 and SR 238  
          corridors, the county or cities may join with the local  
          transportation planning agency to develop a local alternative  
          transportation improvement program (LATIP) that addresses  
          transportation problems and opportunities in the area to be  
          served by the unbuilt facilities.  This plan is subject to  
          approval by the CTC.  Proceeds from the eventual sale of the  
          parcels will be used to fund the approved LATIP.  

          SB 791 (Corbett), Chapter 705, Statutes of 2008, allowed for two  
          separate LATIPs, one for the SR 238 corridor and one for the SR  
          84 corridor.  In addition, the bill allowed for proceeds from  
          the sale of properties in the SR 84 corridor, subject to  
          approval by Caltrans, to be used for projects in the SR 84 LATIP  
          that are also in a local voter-approved transportation sales tax  
          measure, in addition to state highway projects.  

           This bill  :

           Allows proceeds from the sale of surplus property in the SR  
            238 corridor to be used for any highway purposes, as opposed  
            to just state highway purposes.

           Requires Caltrans to deposit the excess proceeds from the sale  
            of surplus properties in the SR 84 corridor into a separate  
            account in the state's Special Deposit Fund, dedicates the  
            interest earned on this account back to the account, and makes  
            these funds available for expenditure by local agencies for  
            projects designated in the SR 84 LATIP.

           Requires Caltrans to deposit the excess proceeds from the sale  
            of surplus properties in the SR 238 corridor into a separate  
            account in the state's Special Deposit Fund, dedicates the  
            interest earned on this account back to the account, and makes  
            these funds available for expenditure by local agencies for  
            projects designated in the SR 238 LATIP.




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           Allows a city or other local agency, with the concurrence of  
            the appropriate transportation planning agency (the  
            Metropolitan Transportation Commission [MTC] in this case),  
            CTC, and Caltrans, to advance a project included in SR 84 or  
            SR 238 LATIP through the use of its own funds prior to the  
            availability of sufficient funds from the special accounts.

           Allows a city or other local agency to enter into an agreement  
            with the appropriate transportation planning agency (MTC),  
            CTC, and Caltrans to use its own funds to develop, purchase  
            right-of-way for, and construct an SR 84 or SR 238 LATIP  
            project within its jurisdiction and later receive  
            reimbursement from the special accounts.  Such agreements are  
            subject to the following conditions:

             ?    Interest or other debt service costs incurred by the  
               local agency to finance right-of-way acquisition or  
               construction for the project are not reimbursable.

             ?    The reimbursement shall cover the amounts expended by  
               the local agency for right-of-way and construction  
               escalated by the increase in the actual construction cost  
               index between the time of construction award and the time  
               of reimbursement, not to exceed the escalated amount  
               programmed for expenditure for the project in the LATIP in  
               the originally scheduled year. If the project is not  
               completed, reimbursement is limited to the actual amount  
               expended by the local agency for right-of-way or partial  
               construction, with no escalation factor.

             ?    Reimbursement of project development costs shall not  
               exceed 20% of estimated construction costs.

             ?    Reimbursements for expenditures of local voter approved  
               sales tax revenues must be used for sales tax eligible  
               purposes.

           Requires CTC, at the same as it approves a LATIP and in  
            consultation with Caltrans, city, and regional transportation  
            agency representatives, to adopt guidelines to allocate LATIP  
            funds for expenditure.

           Allows CTC to relinquish to the City of Hayward those portions  
            of SR 84, SR 185, and SR 238 that are located within the city  
            limits upon making a finding that the relinquishments are in  




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            the best interest of the state.  The relinquishments shall be  
            subject to a cooperative agreement between the city and  
            Caltrans, including a requirement that city maintain signs  
            directing motorists to the continuation of these highways.   
            The relinquishment shall be effective upon the recordation of  
            CTC's resolution, at which time the relinquished portions  
            shall cease to be state highways and shall be ineligible for  
            future adoption as state highways.
          
          COMMENTS:

           1.Purpose of the bill  .  According to the author, in addition to  
            providing for the relinquishment of state highway segments,  
            this bill establishes an accounting mechanism to ensure that  
            the proceeds from the sale of surplus properties in the SR 84  
            and SR 238 corridors can be tracked.  By facilitating the  
            reuse of the properties in these corridors, this bill will  
            also help close out two obsolete state highway projects and  
            allow local housing and transportation needs to be met.  

           2.A common practice  .  The authority that this bill provides for  
            local authorities to advance projects with their own funds and  
            obtain reimbursement is an accepted and common practice under  
            existing state transportation programs.  With respect to State  
            Transportation Improvement Program (STIP), such an advance and  
            reimbursement is allowed under the so-called AB 3090 process.   
            For the Transportation Congestion Relief Program, local  
            agencies may advance funds and receive later reimbursements  
            with a "letter of no prejudice."  This bill simply applies  
            this practice specifically to LATIP funds.
           
          3.Numerous precedents for relinquishment  .  This bill is one of a  
            long line of highway relinquishments to local governments, and  
            the language conforms with the template used for all other  
            relinquishments.  In this case, the relinquishments allow  
            Hayward to increase its control over these major thoroughfares  
            while maintaining the routes as major transportation  
            corridors.  The state, in turn, is relieved of the costs of  
            maintaining the highways.  
          
          Assembly Votes:
               Floor:    55-21
               Appr: 12-4
               Trans:    11-3

          POSITIONS:  (Communicated to the Committee before noon on  




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          Wednesday, 
                     June 24, 2009)

               SUPPORT:  City of Hayward (sponsor)
                         Alameda County Transportation Improvement  
          Authority
          
               OPPOSED:  None received.