BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 555
                                                                  Page  1

          Date of Hearing:   August 19, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                    SB 555 (Kehoe) - As Amended:  August 17, 2009 

          Policy Committee:                              JudiciaryVote:7-3

          Urgency:     No                   State Mandated Local Program:  
          Yes    Reimbursable:  Yes

           SUMMARY  

          This bill requires a person seeking to acquire, by eminent  
          domain, a property subject to a conservation easement to give  
          the holder of the conservation easement a notice containing  
          specified information and an opportunity to comment on the  
          acquisition.  Specifically, this bill:

          1)Requires that, not later than 105 days prior to the earlier of  
            a hearing on a resolution of necessity or the time that an  
            offer is made to an owner, a person or entity seeking to  
            acquire property subject to a conservation easement shall send  
            a notice, containing specified information, to the holder of  
            the conservation easement.

          2)Requires the holder of the conservation easement, within 15  
            days of receiving the notice, to send copies to any public  
            entity that (a) provided funds for the acquisition of the  
            property or (b) imposed conditions on approval of a project  
            satisfied in whole or in part by the conservation easement.

          3)Requires the holder of the conservation easement or any public  
            entity that provided funds for the purchase of the easement,  
            or both, to within 45 days provide the person seeking to  
            acquire the property with written comments on the proposed  
            acquisition, including identifying any potential conflict  
            between the proposed public use and the terms of the  
            conservation easement.

          4)Requires the person seeking to acquire the property, within 30  
            days after receipt of the written comments per (3) to respond  
            in writing to the comments, as specified.









                                                                  SB 555
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          5)Clarifies that the holder of a conservation easement is an  
            owner of property entitled to compensation pursuant to current  
            law.

          6)Specifies that total compensation for the acquisition of all  
            interests in property encumbered by a conservation easement  
            shall be at the fair market value of the property as if it  
            were not encumbered by the easement.

          7)Applies all of the above only to conservation easements in  
            which any of the following apply:

             a)   The conservation easement is held by a public entity.
             b)   A public entity provided funds to acquire the easement.
             c)   A public entity imposed conditions on approving or  
               permitting a project that were satisfied, in whole or in  
               part, by the easement. 
           
          FISCAL EFFECT  

          Likely minor annual reimbursable costs for local agencies  
          seeking to acquire property meeting one of the criteria  
          specified in #7 above by eminent domain to make the required  
          notifications and to respond in writing to comments from  
          entities having a conservation easement interest.

           COMMENTS  

           1)Background  .  In 1979, California statutorily created a  
            "conservation easement" to permit various government entities  
            and non-profit organizations to acquire and hold such  
            easements. While governmental and non-profit entities could  
            always acquire absolute title to land to ensure it remained in  
            a natural and relatively undisturbed state, a "conservation  
            easement" allows entities to acquire "one stick in the bundle  
            of property rights" while the original owner continues to use,  
            possess, and hold transferable title to the land.  In this  
            way, the conservationist land trust does not own the land, but  
            simply monitors the easement.  The conservation easement is  
            essentially an agreement between the holder of the easement  
            and the property owner to the effect that the land will not be  
            used in certain ways, so that it may remain, for example, in  
            its natural, scenic, agricultural, historical, or open-space  
            condition. The easement is generally perpetual and runs with  
            the land, so that if the property is sold, the new owner takes  








                                                                  SB 555
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            it subject to the conservation easement.

           2)Purpose  .  Competing development, transportation, or  
            infrastructure needs have sometimes led public and private  
            utilities authorized to exercise the power of eminent domain  
            to use that power to acquire property subject to a  
            conservation easement.  If the public use for which the  
            property is required is not consistent with the uses permitted  
            by the conservation easement, then the easement is effectively  
            destroyed.  Although conservation easements generally run with  
            the land and bind subsequent owners, this is usually not the  
            case when land is acquired by eminent domain.  Although an  
            acquiring entity may elect to maintain the easement, it does  
            not have to, since the "condemnation" in theory terminates the  
            existing title and, with it, the conservation easement.

            According to the author and supporters, the use of eminent  
            domain in these instances not only threatens to destroy the  
            environmental value created by the conservation easement, it  
            also represents a considerable waste of public and private  
            investment on the part of government entities, as well as  
            non-profit agencies, which purchased those easements.   
            According to the author, this bill is intended simply to  
            ensure that whenever an entity seeks to acquire property  
            subject to a conservation easement that the easement holder,  
            and any other entities that contributed to acquisition of that  
            easement, are given ample notice and opportunity to be heard  
            in any condemnation proceedings.

           3)Opposition  .  Several business and professional associations  
            claimed that the bill has an anti-developmental bias that will  
            impose new obstacles in the way of needed infrastructure  
            projects and lead to increased litigation between local  
            governments, developers, and easement holders.  The author's  
            most recent amendments have attempted to address opponents'  
            concerns by limiting the bill's provisions to conservation  
            easements held by public entities, acquired with public funds,  
            or created to mitigate a previously-approved project.
           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081