BILL ANALYSIS                                                                                                                                                                                                    






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: SB 409
          SENATOR ALAN LOWENTHAL, CHAIRMAN               AUTHOR:  ducheny
                                                         VERSION: 5/21/09
          Analysis by: Art Bauer                         FISCAL:  yes
          Hearing date: June 9, 2009







          SUBJECT:

          Department of Railroads 

          DESCRIPTION:

          This bill creates a Department of Railroads in the Business,  
          Transportation and Housing Agency.

          ANALYSIS:

          Existing law:  

             1.   Creates the Department of Transportation (Caltrans) in  
               the Business, Transportation and Housing Agency (BT&H). An  
               undersecretary of the agency is required to oversee  
               Caltrans matters. 

             2.   Requires the Governor to appoint a director of Caltrans  
               subject to confirmation by the Senate, who holds office at  
               his pleasure. 

             3.   Creates within Caltrans a division of rail, which is  
               responsible for the development of a comprehensive rail  
               passenger system and the preparation of the rail passenger  
               development plan.

             4.   Authorizes Caltrans to:

                  a.        Contract with Amtrak for passenger rail  
                    service and related feeder bus services and with  
                    railroad corporations for the use of tracks and other  
                    facilities for passenger services.





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                  b.        Provide intermodal facilities along corridors  
                    on which services is operated under contract to the  
                    state.

                  c.        Prepare marketing strategies for intercity  
                    passenger rail services and the feeder-bus services. 

                  d.        Purchase, lease, and sell passenger rail  
                    equipment, including passenger cars and locomotives.

                  e.        Acquire, lease, design, construct, and improve  
                    track lines and related facilities.
                  
                  f.        Purchase, lease, or condemn property necessary  
                    for the development and implementation of the state's  
                    rail passenger plan. 

                  g.        Prepare and submit to the Legislature every  
                    two years a State Rail Plan consisting of a passenger  
                    rail element and a freight rail element. Prior to  
                    submitting the plan to the Legislature, Caltrans must  
                    submit the plan to the California Transportation  
                    Commission for its advice and consent. The plan is  
                    required under federal law in order for California to  
                    be eligible for certain capital funds for passenger  
                    rail services. 

             5.   Assigns Caltrans responsibility for developing intercity  
               passenger rail service with speeds up to 125 miles per hour  
               (mph).

             6.    Prohibits Caltrans from operating railroads.

             7.   Requires capital expenditures for intercity rail  
               projects funded from the state's Public Transit Account  
               (PTA) to be included in the State Transportation  
               Improvement Program (STIP), which is a five-year state  
               transportation capital outlay program, adopted every  
               two-years by the California Transportation Commission  
               (CTC). 

             8.   Authorizes that the state rail program be funded from  
               the Public Transit Account for state operations and from  
               the State Highway Account for the grade separation program  
               and the grade crossing program.





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             9.   Authorizes $400 million for rail capital programs from  
               Proposition 1B, the Highway Safety, Traffic Reduction, Air  
               Quality, and Port Security Bond Act of 2006, and $190  
               million for capital programs from 2008's Proposition 1A,  
               the Safe, Reliable High-Speed Passenger Train Bond Act for  
               the 21st Century.

             10.        Authorizes the California Public Utilities  
               Commission (PUC) to allow, close, and regulate railroad  
               at-grade crossings and grade separations between railroads,  
               local streets and roads, and light rail transit systems, to  
               regulate the crossing of one railroad with another, to  
               authorize the installation and maintenance of  
               grade-crossing devices, and to apportion cost for the  
               construction and maintenance of such devices and grade  
               separations. 

             11.        Requires the PUC to establish a priority list of  
               grade separation projects based on criteria it adopts to be  
               funded by the Grade Separation Fund (Fund) in the State  
               Highway Account. 

             12.        Authorizes the CTC to fund projects from the  
               priority list prepared by the PUC with revenue from the  
               Fund, based on a recommendation made by Caltrans. 

             13.        Establishes the California High-Speed Rail  
               Authority (HSRA), which is governed by five members  
               appointed by the Governor, two members appointed by the  
               Senate Rules Committee, and two members appointed by the  
               Speaker of the Assembly. 

             14.  Authorizes the governing board of the HSRA to appoint an  
               executive director, who serves at the pleasure of the  
               board, and establish his or her salary with the consent of  
               the Department of Personnel Administration. 

             15.        Authorizes the HSRA to develop and implement an  
               intercity high-speed passenger trail service that is fully  
               integrated with the state's existing intercity rail and bus  
               network, consisting of interlinked conventional and  
               high-speed rail lines and associated feeder buses.  The  
               intercity network in turn shall be fully coordinated and  
               connected with commuter rail lines and urban rail transit  
               lines developed by local agencies, as well as other transit  
               services, through the use of common station facilities  




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               whenever possible.

             16.  Assigns the HSRA responsibility for developing intercity  
               passenger rail service with speeds above 125 mph. 
           
          This bill  :
          
             1.   Creates the Department of Railroads (DOR) in the BT&H  
               and requires an undersecretary of the agency to be assigned  
               to give attention to rail matters. 

             2.   Requires the Governor to appoint a director for the DOR  
               who is subject to confirmation by the Senate, and who holds  
               office at his pleasure. The director of DOR shall be paid  
               the same salary as the director of Caltrans. 

             3.   Transfers the HSRA to the DOR and the HSRA a division  
               within DOR and authorizes the director of the DOR to  
               nominate a chief of the division of high speed rail who  
               shall be approved by the board of the HSRA and whose  
               position shall be exempt from the civil service

             4.   Designates the director of DOR to be the chair of the  
               California High-Speed Rail Authority (HSRA). 

             5.   Authorizes the Governor to appoint a deputy director for  
               DOR, upon the recommendation of the director.

             6.   Transfers from Caltrans to DOR the powers, prohibitions,  
               and responsibilities identified in items 4, 5, 6, 7, 8, and  
               9 in existing law above. 

             7.   Transfers from the PUC to DOR the powers and  
               responsibilities identified in items 10 and 11 above.

             8.   Creates a division of railroad-highway grade separation  
               and grade crossing protection for purposes of housing the  
               Caltrans and PUC functions associate the grade separation  
               and grade crossing protection programs. 

             9.   Requires that the HSRA's annual budget to be developed  
               jointly by the director of the DOR and the HSRA. 

             10.  Mandates the DOR to be the only state agency eligible to  
               apply for and receive grant and loan funds from the federal  
               government or other sources for intercity rail, high-speed  




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               rail, or freight rail purposes. 

             11.  Requires the secretary of BT&H to convene a joint task  
               force, co-chaired by the DOR director, the Caltrans  
               director, and representative of the PUC for the purpose of  
               resolving issues between the three agencies relative to  
               overlapping jurisdictions

          COMMENTS:
          
           1.Purpose  .  The purpose of this bill is to elevate to  
            departmental status Caltrans' division of rail in order to  
            bring more policy oversight by the Legislature and the  
            administration to the state's growing rail program, and to  
            ensure that the California's rail program receives the same  
            level of attention as the state's highway program. 

           2.Background  . During the 1970s, Caltrans' mission was broadened  
            to include public transportation. The clearest manifestation  
            of this policy shift is the intercity passenger rail program  
            that Amtrak has been operating since 1975 under contract with  
            Caltrans. The Division of Rail manages this contract for  
            Caltrans. The first Amtrak service was between San Diego and  
            Los Angeles, followed by service between Bakersfield and  
            Oakland, and finally from Auburn-Sacramento to Oakland-San  
            Jose. The intercity rail program is managed in consultation  
            with Amtrak, the private railroad corporations over whose  
            tracks the Caltrans service operates, and the commuter rail  
            operators in the state who often share trackage rights with  
            the state-sponsored Amtrak service. 

            The PUC was originally established in 1911 by a constitutional  
            amendment as the California Railroad Commission, for the  
            purpose of regulating the railroad industry. In 1912, the  
            Legislature expanded its regulatory authority to include  
            natural gas, electric, telephone, and water companies. Until  
            the 1970s the PUC was responsible for regulating the fares and  
            prices that railroads and other transportation companies  
            charge shippers and passengers for the services they provided  
            in California and for enforcing rail safety standards. By  
            1980, Congress had deregulated the trucking and rail  
            industries, including ending intrastate regulation by the PUC.  
            After this action, the PUC no longer regulated the intrastate  
            rates of the transportation industry. In regard to railroad  
            safety, Congress has pre-empted the PUC's authority and  
            assigned it to the Federal Railroad Administration (FRA). The  




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            FRA, however, contracts with the PUC to perform certain safety  
            inspections on its behalf. The PUC does regulate urban rail  
            mass transportation systems. In the event of an accident in  
            the transportation sector, the investigation and determination  
            of probable cause is the responsibility of the National  
            Transportation Safety Board. 

            In 1996, the California High-Speed Rail Authority was created  
            with responsibility for planning, constructing, and operating  
            a high-speed train system serving California's major  
            metropolitan areas.  With passage of Proposition 1A, the Safe,  
            Reliable High-Speed Passenger Train Bond Act for the 21st  
            Century, the HSRA is responsible for developing high-speed  
            rail service between Anaheim-Los Angeles-Bakersfield-San  
            Jose-San Francisco. This service is to be developed as a  
            public-private partnership, with private, state, and federal  
            funding. Proposition 1A specified that the service cannot rely  
            upon state, federal, or local operating subsidies. 

           3.Removing overlap between the PUC and Caltrans in the  
            management of the grade-separation program  . One of the most  
            vexing problems for local agencies, railroads, and other  
            stakeholders is the grade separation and grade crossing  
            program jointly managed by Caltrans and the PUC. The grade  
            separation program is funded from a statutorily required  
            annual appropriation of $15 million. Every two years the PUC  
            develops project evaluation criteria and then issues a call  
            for grade-separation projects. It evaluates the projects  
            against the criteria and arrays them in rank order. Caltrans  
            recommends to the CTC which projects to fund. Because of the  
            complexity in funding and the readiness of projects, projects  
            are not usually funded in order. This bill consolidates the  
            grade separation and grade crossing program under the new DOR.  
            It does not transfer the vestigial commercial railroad safety  
            responsibilities nor does it transfer the urban rail transit  
            safety responsibilities of the PUC to the new DOR. 

            The PUC adopts the evaluation criteria used to rank grade  
            separation project applications and to resolve cost sharing  
            disputes among parties involved with the installation and  
            maintenance of grade crossing devices and grade separation. 

            The grade-crossing protection program is a federally funded  
            program. The PUC identifies the safety project to be funded  
            and Caltrans allocates the funds and manages the construction  
            of the projects. 




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           4.Incorporation of the HSRA authority into the DOR creates  
            opportunities for an integrated passenger rail system  . The  
            Senate Transportation and Housing Committee has held four  
            oversight hearing on the HSRA. One conclusion from the  
            hearings is that the HSRA has operated as a promotion and  
            planning entity. Its efforts have been focused on developing a  
            vision of high-speed rail that the voters would endorse, which  
            they did with the passage of Proposition 1A. The HSRA is now  
            on the cusp of being a project development and construction  
            agency. The HSRA is unique however, in its degree of  
            separation from typical forms of accountability in that the  
            governing board is not subject to Senate confirmation. The  
            board, not the Governor, appoints the executive director, and  
            the appointment is not subject to Senate confirmation. While  
            Proposition 1A provides strong oversight and accountability  
            before bond revenues can be appropriated for construction  
            purposes, the requirements for an integrated rail system  
            development plan on a statewide basis is limited. 

            Although the HSRA has entered into memorandums of  
            understanding with local agencies, including, Caltrain, the  
            commuter operator on the San Francisco Peninsula, and the  
            Orange County Transportation Authority, which is developing  
            half-hourly commuter service in the high-speed rail corridor  
            between Anaheim and Los Angeles, it has not defined how a  
            statewide feeder network of Amtrak services and regional  
            services commuter services would function. The DOR could  
            provide an environment where the probability of integration  
            would be enhanced as both conventional intercity and  
            high-speed service would be located in the purposed  
            department. 

           5.Reorganization implications  . The creation of a Department of  
            Railroads serves to consolidate state railroad functions and  
            ensures an integrated passenger rail development program by  
            placing the high-speed rail program and the conventional  
            intercity programs into the same agency. The high-speed rail  
            program is predicated on the development of a high quality  
            passenger rail feeder service. By placing the two programs in  
            the same agency the parallel development of the state's  
            passenger rail system will occur in tandem. 

            In addition, the consolidation of the grade separation and the  
            grade separation programs, currently operated by Caltrans and  
            the PUC will reduce the organizational friction and the cost  




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            it creates between the two agencies that currently occurs. The  
            entire process of developing guidelines, prioritizing  
            projects, and recommending project funding to CTC would be  
            housed in one organization. The grade crossing program, which  
            is frequently referred to by its federal code designation as  
            the "section 130" program is also shared between Caltrans and  
            the PUC. An unusual feature of this program, according to PUC  
            staff, is that there is no authorization for this program in  
            state statute. It essentially operates on an informal  
            agreement between Caltrans and the PUC. The PUC staff  
            indicates that there is a joint effort underway between the  
            two agencies to craft a more detailed agreement between the  
            two agencies. The PUC's concern with the merger of the section  
            130 program is the safety aspect of the grade crossing program  
            may be lost because the DOR will be an operations-oriented  
            agency. This bill takes a step in this direction by protecting  
            the integrity of the safety program by creating a division for  
            the grade crossing and grade protection programs. Further,  
            steps could ensure the integrity of the safety recommendation  
            of the division. 

            All the programs are currently funded and the cost of the  
            department should not exceed current funding. In addition, the  
            organization cost due to inter-agency frictions should be  
            reduced. This does not reduce the state's ability to regulate  
            crossing safety.
           
          6.SB 53 study  . SB 53(Ducheny), Chapter 612, Statues of 2008,  
            requires the California Research Bureau (CRB) to conduct as  
            analysis of the state's rail functions, including examining  
            the practices of other states, and report to the Legislature  
            by May 1, 2009. This bill was originally scheduled to be heard  
            on April 14, 2009, but was put over pending the CRB report.  
            The CRB report, which involved consultation with stakeholders  
            in the public and private sector in the state as well as  
            managers of rail programs in other states, was issued on May  
            8, 2009, and the May 21 amendments to this bill reflect the  
            information it provided.

          Related legislation

          SB 455 (Lowenthal) requires the Governor's appointees to the  
          HSRA to be subject to Senate confirmation, establishes criteria  
          for selecting high-speed rail projects, and provides the HSRA  
          with eminent domain authority similar to the authority assigned  
          to Caltrans and the Department of Water Resources.




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          AB 1375 (Galgiani) creates a Department of High-Speed Rail to  
          manage and implement the high-speed rail program described in  
          Proposition 1A and other statutes. The management of this  
          department is overseen by the governing board of the HSRA. 
          
          POSITIONS:  (Communicated to the Committee before noon on  
          Wednesday,  
                     June 3, 2009)

               SUPPORT:  None received.

               OPPOSED:  California Public Utilities Commission