BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1039
                                                                  Page  1

          Date of Hearing:  June 30, 2010

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Cameron Smyth, Chair
                    SB 1039 (Ducheny) - As Amended:  June 22, 2010

           SENATE VOTE  :  31-0
           
          SUBJECT  :  Harbors and ports:  San Diego Unified Port District.

           SUMMARY  :  Requires the San Diego Unified Port District Board  
          (Board), as part of implementing its master plan, to include  
          funding for cooperative infrastructure and capital projects on  
          and off tidelands and submerged lands, consistent with the  
          public trust doctrine, that directly address maritime industrial  
          impacts by the port in cities that host maritime terminals.
          Specifically,  this bill  :   

          1)States that in order to protect and enhance the economic  
            benefits of import and export activities for the San Diego  
            region and the state, it is necessary to provide incentives to  
            communities that experience the adverse environmental,  
            economic, quality of life, and other impacts that result from  
            hosting a working waterfront.

          2)Defines "maritime industrial impacts" generally as a decrease  
            in recreation opportunities, the loss of municipal revenue  
            opportunities, increased noise and traffic, and negative  
            effects upon air quality. 

          3)Requires the Board, as part of implementing its master plan,  
            to include funding for cooperative infrastructure and capital  
            projects on and off tidelands and submerged lands, consistent  
            with the public trust doctrine, that directly address maritime  
            industrial impacts by the port in cities that host maritime  
            terminals.

          4)Establishes the following criteria for cities to be eligible  
            to receive maritime industrial impacts funding from the Board  
            for cooperative infrastructure and capital projects:

             a)   The city must host at least one maritime terminal;

             b)   The city must  have census tracts near maritime  
               terminals that exceed state standards for average annual  








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               particulate matter exposure and have been designated as an  
               environmental justice community, as determined by the San  
               Diego County Air Pollution Control District;

             c)   The city must have census tracts near maritime terminals  
               that are less than or equal to 
             80% of regional median income; and,

             d)   The city must have a planning area near the maritime  
               terminal, with residential zones that have restricted  
               public access to the tidelands and submerged lands and  
               waterfront that are within close proximity to the planning  
               area.


          5)Requires the Board to make a good faith effort to fund, on an  
            annual basis, projects that address maritime industrial  
            impacts that are proposed by eligible cities. 

          6)Requires the Board to dedicate revenues, on an annual basis,  
            for those projects that meet the established criteria .

          7)Provides that for purposes of this measure, there is a  
            presumption of good faith if a Board decision to approve a  
            project is made within 180 days from a request for funding.

          8)Requires the State Lands Commission (Commission) to be the  
            final arbiter of any disputes with regard to eligibility and  
            approval of projects, consistent with the Commission's  
            authority over projects on and off tidelands and submerged  
            lands.

          9)Requires the Commission, to the extent feasible, to rely on  
            both of the following:

             a)   Existing local, state, and federal agency studies; and,

             b)   Port studies conducted on port impacts.

          10)States that the provisions of this measure may be subject to  
            reimbursement from the Commission on State Mandates.  

           EXISTING LAW  :

          1)Requires the Board to draft a master plan for harbor and port  








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            improvement and for the use 
          of all of the tidelands and submerged lands which shall be  
            conveyed to the Port pursuant to the provisions of its Act. 

          2)Requires a two-thirds vote of the Board to adopt or modify the  
            master plan. 

          3)Authorizes the San Diego Unified Port District (Port) to do  
            the following activities on non-trust lands if: 1) the  
            activities are adjacent to trust lands, 2) the Board finds  
            that adequate areas for these activities do not presently  
            exist within the trust lands, and 3) the activities are  
            necessary or incidental to carrying out Port purposes as  
            prescribed:

             a)   Acquire, purchase, develop, construct, maintain, repair,  
               operate, and regulate highways, streets, roadways, bridges,  
               railroads, trolleys, buses, and similar transportation  
               facilities, parking facilities, power, communication  
               facilities, water and gas pipelines, and all other  
               transportation and utility facilities or betterments  
               incidental, necessary, or convenient to the development and  
               operation of air terminal and rail facilities, and the  
               other purposes for which the Port was established.

           FISCAL EFFECT  :  Unknown 

           COMMENTS  :   

          1)The Port of San Diego was created by the state Legislature to  
            manage San Diego Bay and surrounding waterfront land on  
            December 18, 1962.  According to the Port, it has operated  
            without tax dollars since 1970 and has been responsible for  
            $1.5 billion in public improvements on waterfront properties  
            of its five-member cities:  Imperial Beach, National City,  
            Chula Vista, San Diego and Coronado.

             a)   The Port oversees two maritime cargo terminals, a cruise  
               ship terminal, 17 public parks, various wildlife reserves  
               and environmental initiatives, a Harbor Police department  
               and the leases of more than 600 tenant and sub-tenant  
               businesses around San Diego Bay.

             b)   The Port is governed by a seven-member Board of Port  
               Commissioners (Board); one commissioner each is appointed  








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               by the city councils of Chula Vista, Coronado, Imperial  
               Beach and National City, and three commissioners are  
               appointed by the San Diego City Council.

             c)   In June 1995, the Board approved a Memorandum of  
               Understanding for each of the Port's South Bay cities of  
               Coronado, Chula Vista, National City, and Imperial Beach  
               (collectively the "South Bay MOU").  The South Bay MOU  
               provides that the Port shall annually set aside as  
               restricted reserves $9.0 million for each of the seven  
               years beginning July 1, 1994, to be expended for certain  
               District projects, as shown in the Tidelands Capital  
               Development Program (the "CDP") adopted by the Board on  
               April 26, 1994.  The total unawarded contract cost is  
               periodically adjusted for inflation using the Building Cost  
               Index (BCI).  As of June 30, 2009, the District had set  
               aside, expended, or committed to expend a total amount of  
               $95.7 million under the MOU.  This includes the initial set  
               aside of $63.3 million, BCI escalation of $13.3 million and  
               $19.1 million of additional funding from the CDP.  As of  
               June 30, 2009, $9.7 million remains unexpended.

          2)According to the Author's office, as the Port has developed,  
            the maritime activities have been concentrated in two of the  
            member cities, National City and San Diego, specifically the  
            community of Barrio Logan.  The impacts resulting from the  
            concentration of these maritime activities include increased  
            traffic and infrastructure impacts to local streets and roads  
            associated with goods movement, negative air impacts from  
            industrial activities, and the loss of recreational and public  
            access to the bayfront.  As a result, inequities between  
            cities and their infrastructure needs have developed at the  
            Port, and their planning process, to date, has been  
            insufficient to deal with these impacts.  The author states  
            that SB 1039 looks to address these inequities by directing  
            the Port to consider cooperative infrastructure and capital  
            projects that address these maritime activities.

          3)SB 1039 requires the Board, as part of implementing its master  
            plan, to include funding for cooperative infrastructure and  
            capital projects on and off tidelands and submerged lands,  
            consistent with the public trust doctrine, that directly  
            address maritime industrial impacts by the port in cities that  
            host maritime terminals.  SB 1039 also establishes criteria  
            for cities to meet in order to be eligible to receive maritime  








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            industrial impacts funding from the Board for these  
            cooperative infrastructure and capital projects.  The  
            Committee may wish to consider asking the author to clarify  
            that the maritime industrial impacts in this case are only  
            those caused by Port activities and not those that may be  
            caused by other maritime users, such as the Navy or Coast  
            Guard.  Moreover, the Committee may wish to consider  
            specifying that the funding paid to the City of San Diego  
            under the provisions of this measure are only spent within the  
            neighborhood boundaries of Barrio Logan; since Barrio Logan is  
            the only community within the City of San Diego that would  
            meet the criteria threshold established under this measure.  
           4)Public Trust Doctrine  :  Lands under the ocean and under  
            navigable streams are owned by the public and held in trust  
            for the people by government.  These are referred to as public  
            trust lands, and include filled lands formerly under water.   
            Public trust lands cannot be bought and sold like other  
            state-owned lands.  Only in rare cases may the public trust be  
            terminated, and only where consistent with the purposes and  
            needs of the trust.

             a)   Uses of trust lands, whether granted to a local agency  
               or administered by the state directly, are generally  
               limited to those that are water dependent or related, and  
               include commerce, fisheries, and navigation, environmental  
               preservation and recreation.  Public trust uses include,  
               among others, ports, marinas, docks and wharves, buoys,  
               hunting, commercial and sport fishing, bathing, swimming,  
               and boating.  Public trust lands may also be kept in their  
               natural state for habitat, wildlife refuges, scientific  
               study, or open space.  Ancillary or incidental uses, that  
               is, uses that directly promote trust uses, are directly  
               supportive and necessary for trust uses, or that  
               accommodate the public's enjoyment of trust lands, are also  
               permitted.  Examples include facilities to serve visitors,  
               such as hotels and restaurants, shops, parking lots, and  
               restrooms.  Other examples are commercial facilities that  
               must be located on or directly adjacent to the water, such  
               as warehouses, container cargo storage, and facilities for  
               the development and production 
             of oil and gas.  Uses that are generally not permitted on  
               public trust lands are those that are not trust use  
               related, do not serve a public purpose, and can be located  
               on non-waterfront property, such as residential and  
               non-maritime related commercial and office uses.  








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             b)   While trust lands cannot generally be alienated from  
               public ownership, uses of trust lands can be carried out by  
               public or private entities by lease from the State Lands  
               Commission or a local agency grantee.  In some cases, such  
               as some industrial leases, the public may be excluded from  
               public trust lands in order to accomplish a proper trust  
               use.  Because public trust lands are held in trust for all  
               citizens of California, they must be used to serve  
               statewide, as opposed to purely local, public purposes.  

          5)In the long-held 1955 Mallon v. City of Long Beach 44 Cal. 2d  
            199 case, the California Supreme Court found that the City of  
            Long Beach's interest in the tidelands was acquired not as a  
            "municipal affair," but subject to a public trust to develop  
            its harbor and navigation facilities for the benefit of the  
            entire state and was therefore subject to the control of the  
            legislature.  The Court concluded that the expenditures by the  
            City of Long Beach for storm drains, a city incinerator, a  
            public library, public hospitals, public parks, a fire alarm  
            system, and many other items were purely "municipal affairs"  
            within the meaning of California Constitution Article XI,  6.  
             Moreover, they were normal expenditures for a municipal  
            corporation to make.  Thus, the City of Long Beach was unable  
            to use public monies for general municipal purposes because  
            the monies were to be used to benefit the entire state and  
            would therefore violate the prohibition against using public  
            monies as a gift.  

            SB 1039 would specifically require the Port to provide  
            financial incentives to the Cities 
            of National City and San Diego to help address maritime  
            industrial impacts, including the loss of municipal revenue  
            opportunities.  Given the decision in Mallon and many others  
            since, the Committee may wish to consider whether the  
            provisions of SB 1039 are in violation of the Public Trust  
            Doctrine and the gift of public funds provisions in the  
            California Constitution, which forbids the making of gifts of  
            public monies to municipal corporations [Article IV.  31].  
           6)Support Arguments  :  National City states that "SB 1039  
            provides a "no tax" solution, which offers a simple  
            clarification of the Port's authority.  In order to protect  
            the communities surrounding the Port, the clarification will  
            permit the Port to include new capital projects in  
            off-tidelands areas to offset the impacts of maritime  








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            activities, which will be consistent with the San Diego Port  
            Act and the common law Public Trust Doctrine.  In turn, the  
            communities will be able to assist maritime-related businesses  
            to prosper and create jobs." 
           
             The City of San Diego states that "the goals of SB 1039 are to  
            protect the 10th Avenue Marine Terminal by providing an  
            incentive to the City to support a maritime bayfront, and to  
            provide resources to the City to support and enhance the  
            Terminal and maritime uses; to maintain consistency with the  
            Port's strategic objectives to promote maritime industries to  
            stimulate regional economic vitality". 

             Opposition Arguments  : Opposition, including the Harbor Tug &  
            Barge, argues that this measure weakens the Port's ability to  
            manage its own affairs and could cause significant unintended  
            consequences for members of the Working Waterfront Group,  
            including adjustment in lease rates and other costs of doing  
            business that threaten existing jobs.  Beyond these direct  
            effects, funds would be pulled away from other job-creating  
            projects and priorities of the Port that benefit the entire  
            region.  

            In opposition, the Port states that SB 1039 would "have  
            long-term financial impacts on the Port's ability to fund  
            infrastructure projects along State tidelands, it would  
            compartmentalize the Port's funding streams which would make  
            it more difficult to address ongoing budget deficits, and the  
            measure would be in conflict with State law/State Constitution  
            as it relates to the use and purpose of revenues derived from  
            State tidelands."  

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Cities of National City and San Diego
           
            Opposition 
           
          CA Teamsters
          Cities of Coronado and Imperial Beach 
          Fisherman's Landing Corporation 
          General Dynamics NASSCO
          H& M Landing 








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          Harbor Tug & Barge 
          Hornblower Cruises & Events 
          Pacific Merchant Shipping Association
          Port of San Diego Ship Repair Association 
          R.E. Staite Engineering, Inc.
          San Diego Unified Port District (unless amended)
          Individual letter (1)
           

          Analysis Prepared by  :    Katie Kolitsos / L. GOV. / (916)  
          319-3958