BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 555
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          SENATE THIRD READING
          SB 555 (Kehoe)
          As Amended  September 3, 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  








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            to 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  








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            acquisition and planned public use. 

          8)Provides that in any eminent domain proceeding to acquire  
            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

           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  








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            easement.  This bill would require that notice be sent to any  
            holder of a conservation easement at least 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.  



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


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