BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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                                 THIRD READING


          Bill No:  AB 1386
          Author:   Hayashi (D)
          Amended:  9/2/09 in Senate
          Vote:     21

           
           SENATE TRANSPORTATION & HOUSING COMMITTEE  :  6-3, 7/7/09
          AYES:  Lowenthal, DeSaulnier, Kehoe, Pavley, Simitian, Wolk
          NOES:  Huff, Harman, Hollingsworth
          NO VOTE RECORDED:  Ashburn, Oropeza

           SENATE APPROPRIATIONS COMMITTEE  :  8-5, 8/27/09
          AYES:  Kehoe, Corbett, Hancock, Leno, Oropeza, Price, Wolk,  
            Yee
          NOES:  Cox, Denham, Runner, Walters, Wyland

           ASSEMBLY FLOOR  :  55-21, 6/1/09 - See last page for vote


           SUBJECT  :    Surplus property in the State Route 84 and 238  
          corridors

           SOURCE  :     Author


           DIGEST  :    This bill requires the Department of  
          Transportation to deposit proceeds from the sale of surplus  
          properties in the State Route (SR) 84 and State Route 238  
          corridors into a special fund, provides greater flexibility  
          with respect to the funding of projects that use these  
          funds, and relinquishes portions of State Route 92, State  
          Route 185, and State Route 238 to the City of Hayward.

                                                           CONTINUED





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           Senate Floor Amendments  of 9/2/09 alter procedures for  
          disposing excess properties within the SR 238 corridor.

           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, 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 State  
          Route (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, allows for  
          two separate LATIPs, one for the SR 238 corridor and one  
          for the SR 84 corridor.  In addition, the bill allows for  
          proceeds from the sale of properties in the SR 84 corridor,  







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          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:

           1.   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.

           2.   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.

           3.   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.

           4.   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.

           5.   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:








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             A.    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.

             B.    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.

             C.    Reimbursement of project development costs shall  
                not exceed 20 percent of estimated construction  
                costs.

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

           6.   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.

           7.   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 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.








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           8.   Repeal the current housing-related requirements of  
               the SR 238 LATIP as of the effective date of a  
               court-approved settlement agreement between Caltrans,  
               the City of Hayward, and representatives for members  
               of the class of residents and instead requires that  
               the LATIP include the following:

               A.     A program to provide monetary assistance for  
                 eligible tenant households occupying a corridor  
                 property on or before December 31, 2009.  

               B.     A program to provide 237 units of affordable  
                 housing in the corridor. 

               C.     A program to provide home purchase assistance  
                 to eligible tenant households.

           9.   Subject to the court's approval of the settlement  
               agreement described above:

               A.     Maintain the prohibition on using proceeds from  
                 the sale of SR 238 surplus properties to fulfill  
                 these housing obligations but clarifies that such  
                 proceeds may be used for specified administrative  
                 costs relating to the sale of the properties.  

               B.     Provides that any person commencing initial  
                 occupancy or entering into a new rental or lease  
                 agreement for an excess property after January 1,  
                 2010 is not eligible for any relocation assistance  
                 and must be notified that the occupancy will be  
                 temporary.

               C.     Authorize Caltrans to sell those excess SR 238  
                 properties not needed to implement the LATIP in an  
                 "as is" condition at fair market value.  

               D.     Exempt the disposition of excess SR 238  
                 properties from the California Environmental Quality  
                 Act (CEQA) but clarifies that the new property owner  
                 is subject to any local governmental land use  
                 entitlement approval requirements and to CEQA.

               E.     Require Caltrans to offer each excess  







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                 single-family residence in the SR 238 corridor  
                 determined to be eligible for sale to residential  
                 tenants pursuant to the settlement agreement  
                 described above first to any tenant who is current  
                 in rent and has occupied the home for at least two  
                 years.  If the occupant tenant does not purchase his  
                 or her unit, Caltrans must offer the tenant other  
                 excess single-family residences within the corridor.  
                  CTC is required to approve such sales provided that  
                 it determines the sale to be "as is" at fair market  
                 value.

               F.     Authorize Caltrans to hire an appraiser to  
                 determine the "as is" fair market value of any  
                 single-family residence contemplated for sale to a  
                 residential tenant and to conduct an appraisal  
                 review of any such appraisal.  CTC is required to  
                 approve the appraisal or appraisal review provided  
                 that it determines that the appraisal accurately  
                 reflects the "as is" fair market value of the  
                 property.

               G.     Combine transportation-related provisions  
                 allowing local jurisdictions to advance LATIP  
                 projects under specified conditions into a single  
                 new section.

           FISCAL EFFECT  :    Appropriation:  Yes   Fiscal Com.:  Yes    
          Local:  No

          According to the Senate Appropriations Committee analysis:

                          Fiscal Impact (in thousands)

           Major Provisions                2009-10     2010-11     2011-12     
              Fund  

          Caltrans administration absorbable costs to administer  
          accounts     Special*

          CTC guidelines                $50-$100                   
          Special*

          Relinquishment      Unknown one-time costs, potentially      







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             Special*
                              Hundreds of thousands offset by long  
          term
                              Maintenance and repair savings

          *State Highway Account

           SUPPORT  :   (Verified  9/3/09)

          Alameda County Congestion Management Agency
          Alameda County Transportation Improvement Authority
          City of Hayward 

           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          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.

           ASSEMBLY FLOOR  : 
          AYES:  Adams, Ammiano, Arambula, Beall, Blumenfield,  
            Brownley, Buchanan, Caballero, Charles Calderon, Carter,  
            Chesbro, Conway, Cook, Coto, Davis, De La Torre, De Leon,  
            Emmerson, Eng, Evans, Feuer, Fong, Fuentes, Furutani,  
            Galgiani, Hall, Hayashi, Hernandez, Hill, Huber, Huffman,  
            Jones, Krekorian, Lieu, Bonnie Lowenthal, Ma, Mendoza,  
            Monning, Nava, John A. Perez, V. Manuel Perez,  
            Portantino, Price, Ruskin, Salas, Saldana, Skinner,  
            Smyth, Solorio, Swanson, Torlakson, Torres, Torrico,  
            Yamada, Bass
          NOES:  Anderson, Tom Berryhill, Blakeslee, DeVore, Duvall,  
            Fletcher, Fuller, Gaines, Garrick, Gilmore, Hagman,  
            Harkey, Jeffries, Knight, Logue, Nestande, Niello,  
            Nielsen, Silva, Audra Strickland, Villines
          NO VOTE RECORDED:  Bill Berryhill, Block, Miller, Tran


          JJA:do  9/3/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE







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