BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 140
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          Date of Hearing:   May 27, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                    AB 140 (Fuentes) - As Amended:  April 6, 2011 

          Policy Committee:                              
          AppropriationsVote:

          Urgency:     Yes                  State Mandated Local Program: 
          No     Reimbursable:               

           SUMMARY  

          This bill appropriates $232,000 (GF) to the Department of 
          Justice (DOJ) to pay settlements in Shaw v Chang ($167,000) and 
          Lord, et al. v Schwarzenegger, et al. ($65,000).  Any funds 
          appropriated in excess of the amount required for the payment of 
          these claims shall revert to the GF.

           FISCAL EFFECT 

           This bill appropriates $232,000 (GF) to pay for two settlements, 
          and specifies that any funds appropriated in excess of the 
          amount required will revert to the GF.

           COMMENT.

          1)Rationale.  This bill is one of two annual bills carried by the 
            Appropriations chairs to provide appropriation authority for 
            state judgments and settlements approved by the DOJ and the 
            Department of Finance. 

           2)Case background  . 

             a)   Shaw v Chang involves appropriations of gasoline sales 
               tax revenue known as spillover revenue.  Historically, 
               spillover was transferred from the Retail Sales Tax Fund to 
               the Public Transportation Account, a trust fund that by 
               statutory initiative is dedicated to "transportation 
               planning and mass transportation purposes."  (Pub. Util. 
               Code, � 99310.5.)  










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               Beginning in 2001, and continuing each year thereafter, 
               however, the Legislature has amended Revenue and Taxation 
               Code section 7102(a)(1) to instead transfer all or part of 
               these spillover revenues to funds other than the Public 
               Transportation Account so they could be used for other 
               purposes. The Court of Appeal concluded this practice was 
               illegal and invalidated related appropriations.  The trial 
               court found that California Transit Association was 
               entitled to $146,977, plus interest, for fees and costs. 


             b)   Lord, et al. v Schwarzenegger, et al. involves a 
               constitutional challenge to  AB 12 (a budget trailer bill 
               from July 2009) for violation of the single-subject and 
               title clauses of Article IV, Section 9 of the California 
               Constitution.  Plaintiffs prevailed, and a judgment was 
               issued declaring that Section 12 of AB 12, which amended 
               Government Code sections 22877 to eliminate the Rural 
               Healthcare Equity Program for qualifying state employees, 
               was stricken from law.  After judgment, plaintiffs moved 
               for attorney's fees, arguing that the litigation conferred 
               a significant benefit on the public, there was necessity 
               for private enforcement of the constitutional provision, 
               and the advancement of the public benefit was not 
               coincidental to the attainment of any personal goals and 
               was not self-serving.  Plaintiffs demanded approximately 
               $90,000.00.  The matter was settled for $64,583. 



           3)Related Legislation  . SB 206 (Kehoe), which also appropriates 
            funds for state settlements, is pending in the Senate. 
             
             AB 1714 (Fuentes), chaptered 2010, and SB 911 (Kehoe), 
            chaptered 2010, appropriated funds for state settlements last 
            year. 



           Analysis Prepared by  :    Geoff Long / APPR. / (916) 319-2081 












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