BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  SB  
          300
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                       Senator Roderick D. Wright, Chair
                           2009-2010 Regular Session
                                 Staff Analysis



          SB 300  Author:  Yee
          As Amended:  March 31, 2009
          Hearing Date:  April 28, 2009
          Consultant:  Art Terzakis


                                     SUBJECT  
              Bays of Monterey, San Francisco, San Pablo & Suisun:  
                                 pilotage rates
                                         
                                  DESCRIPTION
           
          SB 300 makes the following substantive modifications to  
          existing provisions of law (Harbors & Navigation Code)  
          relating to pilotage rates and surcharges for Monterey Bay  
          and the Bays of San Francisco, San Pablo, and Suisun.   
          Specifically, this measure:

          1.  Deletes the existing rate adjuster, which requires an  
            adjustment to pilotage rates when the number of pilots  
            falls below 60 or rises above 60.

          2.  Establishes a new surcharge to pay for:

                a. The purchase, lease, maintenance and training  
              (including on-going education) of the pilots'  
              navigation equipment purchased after November 5, 2008.

                b. The cost to conduct research (by the Board of  
              Pilot Commissioners) of potential hazards on the  
              pilotage grounds and the subsequent development of  
              navigational technology to enhance the margin of safety  
              on the pilotage grounds.

                                   EXISTING LAW





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           Existing law establishes in state government the Board of  
          Pilot Commissioners, with jurisdiction over Monterey Bay  
          and the Bays of San Francisco, San Pablo, and Suisun.   
          Existing law directs the Board to regulate pilotage and  
          provides for the licensing, regulation, and management of  
          pilots in these Bays.  The Board consists of 7 members  
          appointed by the Governor, with the consent of the Senate,  
          as follows:  (1) two members must be licensed pilots; (2)  
          two members must represent the industry and be substantial  
          users of Monterey Bay and any of the waters of the Bays of  
          San Francisco, San Pablo, or Suisun; and, (3) three must be  
          "public" members.  

          Existing law requires the Board to appoint and license the  
          number of pilots needed to carry out provisions of the  
          Harbors and Navigation Code and requires the Board to  
          consider various factors in making this determination.   
          Existing law specifies that the Board has the sole  
          authority to determine the qualifications and requirements  
          for obtaining a pilot license and it also authorizes the  
          Board to suspend or revoke licenses for misconduct and it  
          specifies procedures for such action.  Existing law  
          establishes various rights and duties of these pilots.

          Existing law prescribes pilotage rates for vessels and  
          requires vessels spoken inward or outward bound to pay a  
          specified rate of bar pilotage through the Golden Gate and  
          into or out of the Bays of San Francisco, San Pablo and  
          Suisun and vessels navigating the waters of Monterey Bay  
          are also required to pay a specified rate.

          Existing law provides that the Board shall, from time to  
          time, review pilotage expenses and establish guidelines for  
          the evaluation and application of these expenses regarding  
          its recommendations for adjustments in rates.  Currently,  
          those rates may be adjusted at the direction of the Board  
          in the event of specified changes in the number of pilots  
          or catastrophic cost increases.  Specifically, current law  
          requires an adjustment to rates when the number of pilots  
          falls below 60 or rises above 60. 

          Existing law also imposes a Board operation surcharge of  
          pilotage fees, as specified, to be deposited in the Board  
          of Pilot Commissioners' Special Fund and used to support  
          the Board, and imposes an additional charge for pension  
          benefits payable to a fiduciary agent, as specified.  The  




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          Fund is continuously appropriated for the payment of the  
          compensation and expenses of the Board, its officers and  
          employees.  Additionally, existing law provides for a pilot  
          trainee surcharge and a pilot and inland pilot training  
          program surcharge that pays for these respective training  
          programs.

                                    BACKGROUND
           
           Brief Historical Perspective:   Bar pilots have been guiding  
          ships into San Francisco Bay, one of the most treacherous  
          passages in the world, since at least 1835.  The work that  
          bar pilots performed was so important that one of the first  
          legislative enactments by the newly formed California  
          Legislature that met in San Jose in 1850 was to address the  
          regulation of bar pilots.

          California's history of piloting parallels to a large  
          extent the history of pilotage throughout the United  
          States.  Prior to the American Revolution, pilotage was  
          regulated by colonial legislatures.  They generally  
          provided for the commissioning of pilots, apprenticeship  
          requirements to become a pilot, specified the type and size  
          of pilot boats used in the service, and established fees to  
          be charged.  When the United States Constitution was  
          adopted, it recognized that pilotage fell within the domain  
          of the federal government because it involved regulation of  
          instruments of foreign commerce.  One of the first acts of  
          the newly formed Congress in 1789 was to recognize the  
          existing state laws regulating pilots and delegate to the  
          states the authority to continue to regulate pilotage  
          because of its unique character.

          Bar pilots are responsible for steering an arriving vessel  
          through the Golden Gate of San Francisco Bay, the Bay  
          waters and adjoining navigable waters, which include San  
          Pablo Bay, Suisun Bay, the Sacramento River and its  
          tributaries.  When a vessel approaches the "SF" buoy 12  
          miles west of the Golden Gate Bridge, a bar pilot boards  
          the ship and takes navigational control.  It becomes the  
          pilot's responsibility to guide the ship to its berth.  The  
          bar pilots provide service to all types of vessels, from  
          100-foot tugs to 1000-foot supertankers.

           Purpose of SB 300:   On November 7, 2007 the cargo vessel  
          Cosco Busan collided with the San Francisco-Oakland Bay  




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          Bridge and discharged approximately 53,000 gallons of fuel  
          into San Francisco Bay.  In March of 2009, the U.S. Coast  
          Guard released an investigative report of the incident  
          which outlined the causal and contributing factors that led  
          to the accident.  Specifically, the report indicated the  
          main causes of the accident were:


                 Navigational error by the pilot of the Cosco Busan,  
               who navigated the vessel at a high, unsafe speed in  
               near-zero visibility, failed to properly monitor the  
               vessel's position and progress, and lost situational  
               awareness; 


                 Failure of the master of the Cosco Busan to  
               adequately monitor the navigational actions of the  
               pilot and to maintain sufficient situational awareness  
               to question or correct navigational errors made by the  
               pilot; 


                 Failure of the pilot and master to effectively  
               communicate relevant navigational information with  
               each other during the course of the voyage leading up  
               to the casualty; 


                 Failure of the pilot and master to conduct a proper  
               pilot-master exchange prior to getting underway; 


                 Failure of the master to adhere to  
               restricted-visibility procedures in the vessel's  
               safety management system; and 


                 Failure of the pilot and Cosco Busan's crew to  
               employ proper bridge management team principles. 

          The author's office notes that, in the wake of Cosco Busan,  
          it became evident that the use of navigation software and  
          hardware, such as laptop computers with independent GPS  
          devices, would assist in improving the safety of  
          navigation.  The author's office states that such  
          technology and equipment would provide the pilot with a  




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          familiar tool that supplements the pilot vessel's existing  
          equipment.  Additionally, the author's office points out  
          that Cosco Busan reinforced the need to conduct additional  
          research on navigational hazards and to develop  
          technologies that would widen the margin of navigational  
          safety in order to protect California's marine environment.  
           

          Thus, the author's office indicates that this measure  
          proposes to impose a "navigation technology surcharge" to  
          be used for the purchase or lease of navigational software,  
          hardware and ancillary equipment, along with maintenance  
          and training on such technology.  Additionally, this  
          measure allows the new surcharge to be used by the Board to  
          conduct research of potential navigational hazards on the  
          pilotage grounds and determining how future technology  
          should be developed to enhance pilotage.
           
          The author's office states that this measure would also  
          make a technical correction by eliminating an antiquated  
          rate adjuster provision in existing law.  The author's  
          office contends that historically, the rate adjuster had  
          been sunsetted with each pilotage rate bill; however when  
          the decision was made by the San Francisco Bar Pilots to  
          not pursue a rate bill in 2006, the rate adjuster  
          inadvertently came back into effect on January 1, 2007. 

          Writing in support of this measure, California Coastkeeper  
          Alliance notes that "given increasing ship traffic in the  
          state's bays and estuaries and along its sensitive  
          coastline, SB 300 is a prudent and timely measure to ensure  
          the health and safety of our world-renowned environment and  
          the public who benefits from it."

          Also writing in support, San Francisco Baykeeper states  
          that "SB 300 is a critical step to protecting the resources  
          of San Francisco Bay from another oil spill and sustaining  
          the human and ecological communities that depend on the  
          Bay."

           Arguments in Opposition:   The Pacific Merchant Shipping  
          Association (PMSA) has expressed opposition to SB 300 for a  
          variety of reasons.  PMSA notes that the maritime industry,  
          along with every other sector of the trade economy, is  
          suffering severe economic strain at the present time, and  
          does not warrant an increase in industry costs.  PMSA  




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          believes that this measure will not help the shipping  
          industry grow out of the current trade slump - cargo  
          volumes are in decline and longshore labor force and  
          container cranes stand idle - it simply adds additional  
          burdens on the intermodal supply chain.  Moreover, PMSA  
          claims that the rate and surcharges imposed for pilotage in  
          the San Francisco Bay and River system are already higher  
          than in Southern California and among the highest on the  
          West Coast.

          PMSA contends that it is inappropriate for the Legislature  
          to step outside the traditional rate-setting structure and  
          delete the existing rate adjuster provision.   PMSA states  
          that the rate adjuster is an important tool for maintaining  
          rate balance within the current terms of the statute  
          without parties needing to petition for a rate change from  
          the Board when traffic volumes increase or decrease.  PMSA  
          points out that historically, this provision was always  
          designed to sunrise at the conclusion of a period of rate  
          recommendations.  The current rate adjuster became  
          effective in 2007, after being included in legislation that  
          codified the Board's recommendations to raise pilot rates  
          by 20%, and no reason for eliminating the adjuster has been  
          forwarded since its establishment by the Legislature in  
          2002.  PMSA believes that the adjuster should only be  
          sunset or deleted at a time when the number of pilot  
          licensees is neutral, and not at a time or in a manner in  
          which either the pilots or consumers of pilot services pay  
          disproportionately.
           
          PMSA has also expressed concern with the proposed new  
          surcharge to pay for the pilots' navigation technology  
          equipment, maintenance and training and views it as an  
          additional amount of money over and above what shippers  
          already pay for the services of pilots.  

          PMSA points out that the Board is currently considering a  
          regulation to require all pilots to carry and be trained in  
          the operation of navigation technology equipment (e.g.,  
          laptops equipped to assist pilots in navigation), and PMSA  
          supports the adoption of this regulation, so long as some  
          recordkeeping associated with its proposed exemptions are  
          included.  PMSA acknowledges that the San Francisco Bar  
          Pilots Association has been a good steward in this regard  
          as they have proactively purchased and begun the process of  
          training and equipping its members with navigation  




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          technology equipment that would satisfy the terms of the  
          proposed regulation that's currently before the Board.   
          However, given the above, PMSA does not view SB 300 as  
          enhancing safety or improving navigation because the  
          provision of navigation technology equipment has already  
          occurred by the pilots and with regulation by the Board  
          dealing with whether or not it is required to be carried or  
          used or whether pilots will be trained in its proper use  
          pending.

          PMSA has also expressed concern with the provisions of SB  
          300 relating to the Board conducting research of potential  
          navigational hazards on the pilotage grounds and  
          determining how future technology should be developed and  
          used to enhance pilotage.
          According to PMSA, the Board has never expressed an  
          interest in conducting research nor does it possess the  
          resources, expertise or wherewithal to conduct this  
          research which is duplicative of the charting and  
          navigational safety missions of several federal agencies.  

           Staff Comments and Suggested Amendments:   The fact of the  
          matter is it was imperative that the pilot's purchase  
          navigational technology equipment (hardware and software)  
          after the Cosco Busan collision with the Bay Bridge.   
          However, an on-going surcharge may not be necessary.  

          Option #1:  The author may wish to consider language that  
          simply authorizes the Board to set a one-time "surcharge"  
          or "offset" to cover costs incurred by the pilots for the  
          purchase or lease of navigation software and hardware.  The  
          pilots should also be responsible for providing some sort  
          of documentation of their costs.

          Additionally, instead of adding a new provision of law that  
          addresses any training costs associated with this new  
          navigational equipment, the author may wish to consider  
          adding language to existing law, pertaining to a training  
          surcharge that clarifies the training surcharge encompasses  
          navigational equipment training.

          Option #2:  The author may wish to consider deleting lines  
          16-37 on page 3 that relate to the new surcharge and simply  
          permit the parties to go through the existing petition  
          process established in statute involving a rate change that  
          allows for input from the pilots, shippers and the Board. 




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                            PRIOR/RELATED LEGISLATION
           
           SB 1627 (Wiggins) Chapter 567, Statutes of 2008.   Made  
          numerous substantive, clarifying and technical changes to  
          the body of law relating to the Board of Pilot  
          Commissioners.  Specifically, injected ongoing and  
          continuous legislative oversight and administrative  
          responsibility within the existing pilot licensing  
          framework, without altering the Board, its charge, or  
          composition and without changing current pilotage rates,  
          pilot pension benefits, or duties and responsibilities of  
          current, past or future licensed pilots.

           SB 1217 (Yee) Chapter 568, Statutes of 2008.   Required the  
          Board of Pilot Commissioners to appoint a physician or  
          physicians who are qualified to determine the suitability  
          of a person to perform his or her duties as a pilot, an  
          inland pilot, or a pilot trainee in accordance with  
          specified requirements.  Also, required the Board to  
          terminate a pilot trainee or suspend or revoke the license  
          of a pilot or an inland pilot who fails to submit the  
          prescribed medication information required by these  
          provisions.  

           AB 852 (Leno) Chapter 129, Statutes of 2005.   Among other  
          things, authorized revenue generated by the pilot boat  
          surcharge to be used to pay for pilot boat design and  
          engineering modifications intended to extend the service  
          life of existing boats, in addition to the existing purpose  
          of purchasing new pilot boats.
           
          SB 1303 (Torlakson) Chapter 560, Statutes of 2004.   Made a  
          minor change to an existing provision of law relative to  
          representation on the Board of Pilot Commissioners by  
          clarifying that the Board's two industry members must be  
          substantial users of any of the waters of the Bays of San  
          Francisco, San Pablo, Suisun, or Monterey.

           SB 1353 (Perata) Chapter 765, Statutes of 2002.    
          Established a schedule of incremental changes (through  
          January 1, 2006) to the rates and special surcharges that  
          bar pilots may impose on vessels that move in and out of  
          the Bays of San Francisco, San Pablo and Suisun.   

          SB 637 (McPherson) Chapter 177, Statutes of 2001.   Allowed  




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          San Francisco bar pilots to pilot commercial vessels  
          calling on ports in "Monterey Bay" by including Monterey  
          Bay within the system of state regulated pilotage for the  
          Bays of San Francisco, San Pablo and Suisun.  

          SB 2177 (McPherson) 1999-2000 Session.   Would have applied  
          existing provisions of law relative to the regulation,  
          licensing, and management of pilots for the Bays of San  
          Francisco, San Pablo and Suisun to persons who pilot  
          vessels into or out of the waters of Monterey Bay.  (Held  
          in Assembly policy committee at author's request) 
           
          SB 2144 (Perata) Chapter 394, Statutes of 2000.   Made  
          various modifications to provisions of law governing the  
          licensing of bar pilots.  
          
           SB 1109 (Burton) Chapter 786, Statutes of 2000.   Among  
          other things, required a vessel owner and its operators to  
          defend, indemnify, and hold harmless, a bar pilot from any  
          liability and expenses in connection with any civil claim  
          suit as action arising out of the pilot's performance of  
          the pilotage services, except for acts of willful  
          misconduct.  
           
          AB 951 (Wiggins) Chapter 261, Statutes of 1999.   Codified  
          the agreement on bar pilot rate increases reached between  
          the San Francisco Bar Pilots and the Pacific Merchant  
          Shipping Association.
           
          SB 1741 (Johnston) Chapter 1115, Statutes of 1996.   Among  
          other things, established a schedule of bar pilotage rate  
          increases that were phased in over a three-year period  
          (1997-99).

           SB 496 (M. Thompson) Chapter 711, Statutes of 1995.    
          Revised the formula the fiduciary uses to calculate the  
          quarterly adjustment for pilotage rates.  Also, changed the  
          schedule of pilotage fees for ship movements and internal  
          operations, as specified.

           SB 2068 (Johnston) Chapter 385, Statutes of 1994.    
          Increased the pilotage rate from 60.70 mills to 64.88 mills  
          and required the board to temporarily reduce the additional  
          charge, as specified, if maintenance and repair costs of  
          two pilot boats are less than $200,000.
           SB 238 (Lockyer) Chapter 1192, Statutes of 1993.   Increased  




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          the rate of the additional pilotage charge from 60.56 mills  
          per high gross registered ton to 60.70 mills.  Also,  
          included inland pilots, as defined, in the pension benefit  
          program. 

           AB 1768 (Papan) Chapter 1653, Statutes of 1984.   Among  
          other things, established a unified system of state  
          regulated pilotage whereby inland pilots became members of  
          the San Francisco Bar Pilots Association and the combined  
          group assumed joint responsibility for all pilotage moves  
          on the pilotage grounds (e.g., San Francisco, San Pablo,  
          and Suisun Bays and all other ports included therein.)  

          SUPPORT:   As of April 24, 2009:

          San Francisco Bar Pilots (sponsor)
          AMNAV Maritime Services
          California Coastkeeper Alliance
          San Francisco Baykeeper

           OPPOSE:   As of April 24, 2009:

          Pacific Merchant Shipping Association

           FISCAL COMMITTEE:   Senate Appropriations Committee

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