BILL ANALYSIS                                                                                                                                                                                                    



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          SENATE THIRD READING
          SB 555 (Kehoe)
          As Amended August 17, 2009
          Majority vote 

           SENATE VOTE  :22-14  
           
           JUDICIARY             7-3                           APPROPRIATIONS  
                              12-4        
           
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          |Ayes:|Feuer, Brownley, Evans,   |Ayes:|De Leon, Ammiano,         |
          |     |Jones, Krekorian, Lieu,   |     |Charles Calderon, Coto,   |
          |     |Monning                   |     |Davis, Fuentes, Hall,     |
          |     |                          |     |John A. Perez,            |
          |     |                          |     |Skinner, Solorio,         |
          |     |                          |     |Torlakson, Hill           |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Tran, Knight, Silva       |Nays:|Conway, Duvall, Miller,   |
          |     |                          |     |Audra Strickland          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  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)Defines "conservation easement" to mean any limitation in a  
            deed, will, or other instrument in the form of an easement,  
            restriction, covenant, or condition, which is or has been  
            executed by or on behalf of the owner of the land subject to  
            such easement and is binding upon successive owners of such  
            land, and the purpose of which is to retain land predominantly  
            in its natural, scenic, historical, agricultural, forested, or  
            open-space condition.

          2)Specifies that a person or public entity authorized to acquire  
            property for public use by eminent domain shall exercise the  
            power of eminent domain to acquire property that is subject to a  
            conservation easement only as provided in this bill.

          3)Provides that not later than 105 days prior to a hearing on a  
            resolution of necessity, or at the time that an offer is made to  







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            an owner or owners, whichever occurs earlier, a person seeking  
            to acquire property subject to a conservation easement shall  
            send a notice by first-class mail to the holder of the  
            conservation easement and shall state all of the following:

             a)   A general description of the property subject to a  
               conservation easement;
             b)   A description of the public use or improvement that is  
               being considered for property;
             c)   That written comments on the acquisition may be submitted  
               no later than 45 days from the date that the notice was  
               mailed to the holder of the conservation easement; and,
             d)   That the holder of the conservation easement, within 15  
               days of receipt of the notice, must send copies of the notice  
               to any public entity that provided funds or otherwise  
               contributed to the creation of the easement, as specified.

          4)Requires the holder of the conservation movement, within 15 days  
            of receipt of the notice, to send copies of the notice 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. 

          5)Requires the holder of the conservation easement or any public  
            entity that provided funds for the purchase of the easement, or  
            both, to 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.  Written  
            comments may be submitted no later than 45 days from the date  
            the person seeking to acquire the property mailed the notice to  
            the holder of the conservation easement. 

          6)Requires the person seeking to acquire the property, within 30  
            days after receipt of the written comments described in #5)  
            above, to respond in writing to the comments, as specified. 

          7)Requires that notice of a hearing on the resolution of necessity  
            shall be sent by first class mail to the holder of any  
            conservation easement and to any public entity noticed under #4)  
            above and to notify the noticed parties of their right to appear  
            and be heard on matters relating to the acquisition and planned  
            public use. 

          8)Provides that in any eminent domain proceeding to acquire  







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            property subject to a conservation easement, the holder of the  
            conservation easement shall be named as a defendant in the  
            condemnation proceeding; may appear at the proceedings; and  
            shall have the same rights and obligations as any other  
            defendant in the condemnation proceeding. 

          9)Provides that the holder of the conservation easement is an  
            owner of property entitled to compensation, as specified.   
            Provides that compensation for the acquisition of all interests  
            in property encumbered by a conservation easement shall not be  
            less than, and shall not exceed, the fair market value of the  
            fee simple interest of the property, as if it were not  
            encumbered by the conservation easement.

           EXISTING LAW  : 

          1)Provides that private property may be taken or damaged only for  
            a necessary "public use," and only with just compensation, as  
            defined, is paid to the private property owner.    
            
          2)Finds and declares that the preservation of land in its natural,  
            scenic, agricultural, historical, forested, or open-space  
            condition is one of the most important environmental assets of  
            California, and declares it to be the public policy of this  
            state to encourage the voluntary conveyance of conservation  
            easements to qualified nonprofit organizations.  

          3)Permits the following entities or organizations to acquire and  
            hold conservation easements: a) tax-exempt nonprofit 501(c)(3)  
            organizations with a primary purpose of  preserving, protecting,  
            or enhancing land in its natural, scenic, historical,  
            agricultural, forested, or open-space condition or use; b) the  
            state or any city, county,  city and county, district, or other  
            state or local government entity, as specified; and, c) a  
            California Native American tribe, as specified.  

          4)Provides that no governmental entity may condemn any wildlife  
            conservation easement, as defined, unless, prior to the  
            initiation of condemnation proceedings by a governmental   
            entity, the entity: a) gives notice to the holder of the  
            easement; b) provides an opportunity for the holder of the  
            easement to consult with the governmental agency; and, c)   
            provides a response to objections.  In the condemnation  
            proceedings, the condemning governmental entity shall be  
            required to prove by clear and convincing evidence that its  







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            proposed use satisfies specified requirements under the Eminent  
            Domain Law.  

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, likely minor annual reimbursable costs for local  
          agencies seeking to acquire property by eminent domain to make the  
          required notifications and to respond in writing to comments from  
          entities having a conservation easement interest.
           
          COMMENTS  :  This bill seeks to establish an opportunity for  
          thoughtful review whenever properties subject to conservation  
          easements are targeted for condemnation under eminent domain law.   
          A conservation easement is an agreement between the holder of the  
          easement and the property owner providing that the land will not  
          be used in certain ways, typically so that it may remain in its  
          natural, scenic, agricultural, historical, or open-space  
          condition. 

          However, according to the author, 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.  
           This not only destroys the environmental value created by the  
          easement, the author points out, it also results in wasted public  
          revenues if a government entity purchased, or helped to purchase,  
          those conservation easements.  This bill seeks to ensure that  
          whenever an entity seeks to acquire property subject to a  
          conservation easement that the easement holder, and any entities  
          that contributed to acquisition of that easement, are given ample  
          notice and opportunity to be heard.  Specifically, this bill  
          amends existing eminent domain law in the following ways:

          1)Existing law requires, as a precursor to an eminent domain  
            taking, that the entity taking the property conduct a hearing on  
            a "resolution of necessity," which sets forth the significant  
            reasons that justify taking the property for public use, and the  
            nature of that public use.  Existing law only requires, at this  
            initial stage, that the entity seeking to acquire the property  
            notify the property owner, but not necessarily the holder of an  
            easement or any other public entity that may have contributed to  
            the creation of the easement.  This bill would require that  
            notice be sent to any holder of a conservation easement at least  







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            105 day prior to hearing on the resolution of necessity, and it  
            would require the easement holder, in turn, to notify any public  
            entities that contributed to the acquisition or creation of the  
            easement.  

          2)In addition, this bill creates a process that allows the  
            easement holder and interested public entities to be heard at  
            various points in the eminent domain proceedings, in order to  
            ensure a more robust public debate about whether the public use  
            for which the property is being required is consistent with the  
            policy objectives that prompted the creation of the conservation  
            easement in the first place.  If the proposed public use is not  
            consistent with the conservation easement, then, the author  
            believes, there should be an opportunity for public discussion  
            about the merits of abandoning the conservation easement in  
            favor of the new proposed public use. 

          Opponents contend that this bill would erect new and onerous  
          barriers to the power of condemnation at a time when it is needed  
          to facilitate construction of needed infrastructure.


           Analysis Prepared by  :    Thomas Clark/ JUD. / (916) 319-2334 


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