BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2579
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          Date of Hearing:  April 21, 2010

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Cameron Smyth, Chair
                    AB 2579 (Evans) - As Amended:  April 19, 2010
           
          SUBJECT  :  Master Plan for Infrastructure Financing and  
          Development Commission.

           SUMMARY  :  Creates the Master Plan for Infrastructure Financing  
          and Development Commission (Commission).  Specifically, this  
          bill  :  

          1)Makes findings and declarations regarding the projected growth  
            for California in the next 40 years.

          2)Makes findings and declarations regarding the projected costs  
            for California's infrastructure needs over the next 20 years.

          3)Declares that our state lacks information that is both  
            independent and comprehensive to assist policymakers to  
            analyze and prioritize the myriad of California's  
            infrastructure needs. 

          4)States that it is necessary to create a master plan to assess  
            infrastructure needs, establish priorities to guide future  
            decisions that relate to infrastructure projects, and assess  
            the viability of various financing mechanisms to meet the  
            state's infrastructure development needs. 

          5)Provides that it is the mission of the Commission to develop  
            and recommend a plan to be presented to the Governor and  
            Legislature that provides for financing, building, and  
            maintaining the infrastructure necessary to meet the needs of  
            Californians up until 2050. 

          6)States that the Commission shall provide long-term guidelines  
            for our state's infrastructure needs and a prioritized plan  
            that meets those needs by doing all of the following:

             a)   Project population, social, and economic trends through  
               2050;

             b)   Utilizing the projections to assess the state's capital  
               needs for transportation, education, housing, and water  








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               through 2050, including the need for private capital to  
               augment or complement public financing;

             c)   Assess the availability of private and public funds to  
               support jointly sponsored projects throughout the period  
               from the present to 2050; 

             d)   Assess the status and fiscal value of dedicating future  
               revenues to specific infrastructure construction and  
               maintenance, including transportation and schools; 

             e)   Recommend a financing plan for the capital needs through  
               2050, with a priority plan for each five-year interval,  
               including evaluation and recommendations of various  
               financing methods that are feasible and may be of benefit  
               to state and local government; and,


             f)   Incorporate the findings of ongoing state infrastructure  
               planning and or reporting requirements. 

          7)Prescribes the composition of the 11 member Commission as  
            follows:

             a)   The Treasurer or his or her designee who has a public  
               finance background;

             b)   Four members appointed by the Governor:

               i)     One private sector representative from organized  
                 labor;

               ii)    One private sector representative from a statewide  
                 organization representing California businesses;

               iii)   One member representing the public;

               iv)    One member of the administration who is a director  
                 of a state agency or department;

             c)   Three members appointed by the Speaker of the Assembly  
               who have the following qualifications:

               i)     One member with expertise in transportation;









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               ii)    One member with expertise in natural resources and  
                 conservation;

               iii)   One member with expertise and experience in the  
                 financing of large public works projects;

             d)   Three members appointed by the Senate Committee on Rules  
               who have the following qualifications:

               i)     One member with expertise in education  
                 infrastructure planning;

               ii)    One member with experience in housing, urban  
                 planning, or financing; and,

               iii)   One member who is an economist with demonstrated  
                 accomplishment in understanding and interpreting the  
                 California economy.

          8)Requires the Governor to appoint the chair of the Commission  
            and prescribes the chair's salary.  

          9)Provides that the Treasurer or his or her designee shall be  
            the vice-chair of the Commission. 

          10)Authorizes the Commission to take the necessary  
            administrative actions to do the business of the Commission. 

          11)Requires the Commission to follow the Bagley-Keene Open  
            Meeting Act and the Political Reform Act of 1974.  

          12)Requires funding for the operating costs of the Commission to  
            be appropriated by the Legislature. 

          13)Authorizes the Commission to have staff or obtained loaned  
            staff from state agencies, local governments, and private  
            non-profits.  

          14)Provides a per diem allowance of $50 per meeting, not to  
            exceed $300 per month, for Commission members and  
            reimbursement for all necessary travel expenses.  

          15)Requires that the Commission submit its final report to the  
            Governor and Legislature no later than December 1, 2012, and  
            to wind up 30 days after the issuance of the report.  








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          16)States that to the extent necessary the Commission shall  
            recommend a methodology to track the state's infrastructure  
            progress and to reassess the master plan periodically.  

          17)Requires the Commission, when developing its recommendations,  
            to utilize existing state and local infrastructure reports  
            that reflect current or future infrastructure needs, including  
            but not limited to the following:

             a)   The Governor's five-year infrastructure plan;

             b)   The State Environmental Goals and Policies Report;

             c)   The California Transportation Plan;

             d)   Sustainable communities strategies;

             e)   Greenhouse gas emissions reduction planning; and,

             f)   The California Water Plan.

          18)Requires the Commission to establish working task force  
            committees to assess, inventory, and report on the state's  
            long-term needs and financing alternative.

          19)Requires the Commission, at a minimum, to establish task  
            force committees on the following topics:

             a)   Planning and financing;

             b)   Transportation;

             c)   Housing;

             d)   Natural resources and conservation; and, 

             e)   Education.



          20)Requires that the chair of each task force committee have  
            expertise in the task force's study area and be a member of  
            the Commission. 









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          21)Requires each task force committee to include members who  
            have expertise in the study area and background in the areas  
            of public finance, local government, and state government.

          22)Requires each task force committee to include representatives  
            from labor, business, environmental, building industry,  
            consumer organizations, taxpayer organizations, and any  
            additional expertise as needed.  

          23)Authorizes each task force committee to establish procedures  
            and develop work plans.

          24)States that the chair of each task force committee shall  
            present the committee's final recommendations to the  
            Commission. 

           EXISTING LAW  :

          1)Defines "infrastructure" as real property, including land and  
            improvements to the land, structures and equipment integral to  
            the operation of structures, easements, rights-of-way and  
            other forms of interest in property, roadways, and water  
            conveyances.

          2)Requires, beginning in 2002, that the Governor annually submit  
            a five-year infrastructure plan to the Legislature.  The plan  
            must contain:

             a)   Identification of infrastructure requested by agencies;

             b)   Aggregate funding for transportation;

             c)   Infrastructure needs for K-12;

             d)   Instructional facility needs for UC, CSU, and the  
               Community Colleges; and,

             e)   The cost of providing the infrastructure, sources of  
               funding, and impact on the state's debt position.

          3)Contains three state planning priorities, which are intended  
            to promote equity, strengthen the economy, protect the  
            environment, and promote public health and safety in the  
            state, including in urban, suburban, and rural communities,









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          4)Requires state agencies to ensure that their functional plans  
            are consistent with the state planning priorities by January  
            1, 2005, and to annually demonstrate how their requests 
          for infrastructure projects are consistent with these  
            priorities.

          5)Requires the Governor to maintain and regularly review and  
            revise a State Environmental Goals and Policy Report (EGPR).

          6)Requires that EGPR give priority to the development of  
            statewide land use policy.

          7)Requires that EGPR provide a 20- to 30-year overview of state  
            growth and development, 
          a statement of approved state environmental goals and  
            objectives, including those directed 
          to land use, population growth and distribution, development,  
            the conservation of natural resources, air quality and water  
            quality.

          8)Requires that EGPR be consistent with the state planning  
            priorities.

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   

          1)According to the Governor's 2008 Five-Year Infrastructure Plan  
            (plan), "an investment in infrastructure is an investment in  
            California's future. The state's schools, universities,  
            transportation systems, water systems, public safety  
            facilities, and natural resources are the framework for the  
            individual and collective quality of life enjoyed by  
            Californians.  Without a strong framework, both the private  
            and public sectors of the economy will falter, and our quality  
            of life will be at risk."

            Even with the importance of infrastructure funding, budgetary  
            resources are never unlimited and documented infrastructure  
            needs are too large to be addressed in total over a short  
            timeframe. Therefore, decisions must be made to determine  
            which infrastructure projects will be funded from available  
            resources. That decision-making process, and its result of  
            establishing priorities for infrastructure funding, must be  
            multifaceted.








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            California and most other states have continuously used debt  
            financing as a tool for infrastructure investment.  Bond  
            markets recognize it as a legitimate and appropriate funding  
            technique, as long as it is employed prudently.  However, what  
            constitutes a "prudent" or "reasonable" debt position is  
            relative. Both the bond market and the bond rating agencies  
            consider a number of factors when reaching a conclusion about  
            the reasonableness of a state's debt position.  The same level  
            of debt may be considered either reasonable or imprudent  
            depending upon the state's performance over a range of  
            factors.

          2)The author states that "after confronting budget deficits  
            totaling some $60 billion in recent years, it is clear that  
            the state budget cannot support the direct funding or  
            borrowing that would be required to meet the estimated $500  
            billion California needs to build new and replace worn-out  
            infrastructure.  The Legislative Analyst Office projects that  
            debt service 
          on general obligation (GO) infrastructure bonds is the fastest  
            growing part of our budget.  Currently at nearly 7% of our  
            General Fund budget, debt service will approach and hover near  
            10% of our budget for years to come.  The legacy of this debt  
            and the prospect of more debts to compete with other budget  
            priorities will exacerbate the gravity of already difficult  
            budget decisions.  Therefore, we must look for alternate  
            methods to finance the infrastructure that we need.  And, we  
            must make the best use of the GO bonds that we plan to use."

            The author argues that "California needs to emerge from the  
            current recession more competitive than ever.  While the  
            issuance of GO debt can provide an economic stimulus in the  
            short-term, we need a strategic infrastructure plan that  
            prioritizes investments while identifying new mechanisms to  
            finance construction over the long term.  While a lot of  
            government-wide planning currently exists, it is typically  
            segmented by department or by the 

            type of infrastructure investment.  It does not often account  
            for overarching goals like 
            AB 32 (Nunez/Pavley), Chapter 488, Statues of 2006, or SB 375  
            (Steinberg), Chapter 728, Statues of 2008, or rank projects by  
            need.  This is precisely the kind of information needed to  
            efficiently and effectively appropriate or leverage the  








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            resources necessary to meet California's significant  
            infrastructure needs.  This is the role to be played by  
            creating a commission of experts to craft a Master Plan for  
            Infrastructure Financing and Development as prescribed in AB  
            2579." 

           3)Support Arguments  :  The sponsor, State Treasurer Bill Lockyer,  
            deems that the Commission will help recommend a new and better  
            process for periodically adjusting and adapting the  
            infrastructure financing and development plan in future years  
            to meet changing circumstances.  The sponsor believes that the  
            combination of short-and long-term estimates would provide  
            greater clarity on which projects to prioritizes, and finding  
            alternative financing options would alleviate financial strain  
            of the state's overstressed General Fund. 
           
            Opposition Arguments  :  It could be argued that the report  
            generated by the Commission via this measure will be very  
            similar to the many other infrastructure reports the state is  
            already statutorily required to do.  The Committee may wish to  
            consider if it is economically feasible for the state to  
            create yet another commission and another report to basically  
            do the same thing that has been done many times over.  The  
            Committee may wish to consider how the work prescribed to be  
            done in AB 2579 is any different than what is in the  
            California Strategic Growth Plan.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Honorable Bill Lockyer, California State Treasurer [SPONSOR]
          Associated General Contractors of CA (AGC)
          Housing CA

           Opposition 
           
          None on file 
           
          Analysis Prepared by :    Katie Kolitsos / L. GOV. / (916)  
          319-3958