BILL ANALYSIS                                                                                                                                                                                                    �






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: AB 145
          SENATOR MARK DESAULNIER, CHAIRMAN              AUTHOR:  Galgiani
                                                         VERSION: 6/21/11
          Analysis by:  Art Bauer                        FISCAL:  yes
          Hearing date:  July 5, 2011



          SUBJECT:

          High-speed rail

          DESCRIPTION:

          This bill modifies the responsibilities of the High-Speed Rail 
          Authority (HSRA), creates a staff to the HSRA board, and creates 
          a Department of High-Speed Trains.

          ANALYSIS:

          In November 2008, California voters approved Proposition 1A, the 
          Safe, Reliable High-Speed Passenger Train Bond Act for the 21st 
          Century of 2008 (Proposition 1A).  The $9.95 billion bond 
          measure provides $950 million for improving conventional rail 
          services connecting to the high-speed rail line and $9 billion 
          for high-speed rail development.  Of the $9 billion, $900 
          million is for the project's planning, environmental analysis, 
          and preliminary engineering.  Proposition 1A limits the 
          expenditure of the $8.1 billion available for construction to 
          not more than 50 percent of the cost of building the systems.  
          Proposition 1A identifies the Phase I corridor for high-speed 
          rail as an alignment from the San Francisco Transbay Terminal to 
          Los Angeles Union Station and Anaheim via the San Joaquin 
          Valley.  The HSRA estimates the total cost of Phase I to be 
          between $43 and $65 billion. 

          Proposition 1A defines the capital cost for which bond revenues 
          may be used to include acquisition of property; acquisition and 
          construction of tracks, structures, power systems, and stations; 
          acquisition of train equipment; mitigation of direct and 
          indirect environmental impacts; relocation assistance; and 
          provision of other related capital facilities, including 
          financing and refinancing if authorized by a subsequent statute. 
           It also authorizes the HSRA to contract for services and 
          equipment for developing and operating the high-speed train 
          service.




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          Existing law creates the HSRA and authorizes the agency to plan, 
          develop, and implement high-speed train service in California.  
          In addition, Proposition 1A defines the characteristics of 
          high-speed rail, prescribes the Phase I project, and establishes 
          processes for funding and developing high-speed rail service in 
          the state. 

          In January 2010, the HSRA received an American Recovery and 
          Reinvestment Act (ARRA) grant of $2.25 billion to aid in the 
          development of the Phase I project.  Of that amount, $400 
          million is for constructing the basement of the new Transbay 
          Terminal in San Francisco to accommodate high-speed trains.  
          According to the Federal Railroad Administration's (FRA) 
          announcement of its ARRA award, the remaining $1.85 billion is 
          for purchasing right-of-way, constructing track, signaling 
          systems, and stations, and completing environmental reviews and 
          engineering documents for the Los Angeles/Anaheim segment, the 
          San Francisco/San Jose segment, the Fresno/Bakersfield segment, 
          and the Merced/Fresno segment.  In a second round of federal 
          funding, the HSRA received approximately $1.3 billion, and in a 
          third round of funding, the HSRA received $300 million from 
          funds declined by Florida.  The HSRA and FRA jointly selected a 
          segment from near Fresno to near Bakersfield as the first 
          construction segment.  Between federal funds and state bond 
          funds, the HSRA has committed about $5.7 billion for the Central 
          Valley project.  As a condition of the ARRA grants, the HSRA 
          must complete construction by September 30, 2017.

          ARRA prohibits the use of grant funds for a project involving 
          the construction, alteration, maintenance, or repair of a public 
          building or public facility, unless all of the iron, steel, and 
          manufactured goods used in the project are produced in the 
          United States.  In addition, it requires that this prohibition 
          be applied in a manner consistent with U.S. obligations under 
          international agreements pertaining to procurement.  Lastly, 
          ARRA establishes conditions for waivers of these requirements. 

           This bill  repeals the existing provisions establishing the HSRA 
          and its powers and duties and instead: 

          1)Reconstitutes the existing governing HSRA board with a 
            nine-member governing board, including five members appointed 
            by the governor, two members appointed by the Senate Rules 
            Committee, and two members appointed by the Speaker of the 
            Assembly.  The members shall receive $100 per meeting but not 




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            more than $500 in any month.  In addition, the members are 
            reimbursed for travel costs. 

          2)Authorizes the HSRA to appoint an executive director.

          3)Creates the Department of High-Speed Trains (DHST) in the 
            Business, Transportation and Housing (BT&H) Agency and 
            authorizes the governor to appoint the director of DHST, who 
            shall be subject to Senate confirmation.

          4)Restates several of the provisions in existing law relative to 
            management and development of a high-speed rail project, 
            including the preparation of a business plan, the continuation 
            of the independent peer review group, and the authorization to 
            accept grants, acquire right-of-way through purchase or 
            eminent domain, enter into transactions to acquire equipment, 
            select a franchisee, and other activities necessary to 
            construct and operate a high-speed train system. 

          5)Prohibits the HSRA from being involved with the day-to-day 
            operation of the DHST.

          COMMENTS:

           1)Purpose  .  According to the author, as the high-speed train 
            project proceeds, there is a need to re-organize the 
            governance structure of the HSRA and strengthen the 
            operational and administrative capabilities of the state's 
            high-speed train project management.  The author believes that 
            this can best be achieved by creating a new DHST as part of 
            the state government, distinct from the existing HSRA, and 
            revising the role of the HSRA.  The governance structure set 
            forth in this bill mirrors the existing organizational 
            relationship between the California Transportation Commission 
            (CTC) and the Department of Transportation (Caltrans).  Under 
            this bill, DHST will carry out the day-to-day activities of 
            constructing and implementing the high-speed rail project, 
            while the HSRA will continue as the policy-making body.

            Incorporating the HSRA into the structure of state government 
            will engage the governor in the high-speed rail development 
            process.  To this end, this bill creates a new DHST within the 
            Business, Transportation and Housing (BT&H) Agency.  This 
            ensures the administration shares accountability with the 
            Legislature for the HSRA's performance of its duties.  





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            A final goal, according to the author, is to reform the HSRA 
            board to facilitate informed engagement with the public and 
            the DHST's management regarding the policies for the 
            development of the high-speed rail project. 

           2)Background  .  The independent Peer Review Group, the 
            Legislative Analyst Office, the State Bureau of Audits, and 
            the Institute of Transportation Studies at the University of 
            California Berkeley have all raised serious issues with 
            management of the high-speed rail program.  This bill 
            endeavors to address these issues by creating a DHST and 
            converting the HSRA board to an independent entity that 
            establishes polices for the new department.  In large part, 
            this bill is an effort to respond to the LAO's critique of the 
            HSRA.  In a May 2010 report, the LAO concluded: 
             
                  ".  .  . our analysis suggests that an autonomous 
                 state operation does not seem to be a very good fit 
                 with the critical set of tasks now required to move 
                 forward with the high speed rail project.  First, 
                 the current governance structure for HSRA grants its 
                 commission more independence and autonomous 
                 decision-making than we believe is appropriate for 
                 this phase of the project's development." 

            The LAO goes on to argue that high-speed rail projects should 
            be "integrated into the state's current transportation 
            planning structure."  The LAO recommends that best way to 
            address these concerns is to incorporate the HSRA into 
            Caltrans. 

            This bill does not move as far as the LAO recommends in 
            restructuring the HSRA, but it does establish the DHST in 
            BT&H, the same agency in which Caltrans is housed.

           3)Is the CTC-Caltrans organizational model appropriate  ?  The 
            underlying premise of this bill is that the CTC-Caltrans 
            relationship is the appropriate model for re-organizing the 
            HSRA.  The relationship between a reorganized HSRA and DHST 
            may not be parallel.  The CTC is akin to a referee.  It 
            manages the competing interest of the state's forty regional 
            transportation agencies, Caltrans, and local governments 
            through the STIP process and the allocation of bond funds.  It 
            advocates for transportation funding and improvements.  
            Finally, it carries out certain ministerial functions, such as 
            adopting resolutions of necessity, the certification of 




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            environmental documents, and voting for the allocation of 
            funds to initiate the construction of transportation projects. 
             The only managerial area that has been of concern to the CTC 
            is the timely delivery of projects.  The state's highway 
            network is defined in statute, not by the CTC.  It adopts a 
            fund estimate as part of the STIP process, and it may develop 
            and adopt financing plans for some bond funded projects. 
             
             The LAO suggests that the Legislature may consider housing the 
            HSRA in Caltrans, where many of the skills for developing 
            large scale engineering projects, including property 
            acquisition, engineering management services and the like, 
            reside.  There may be other organizational options that the 
            committee may wish to consider. 

          4)Is staff necessary for the new high-speed rail board  ?  This 
            bill authorizes the reconstituted HSRA to appoint an executive 
            director, who is a pleasure appointee, and related support 
            staff.  This is again modeled on the CTC.  It's unclear what 
            the role of this staff would be, because the only function of 
            the new HSRA is to oversee the development of a single 
            project. 

           5)Can the state afford a DHST  ?  The high-speed rail project is a 
            bond funded project.  Of the $9 billion available for 
            high-speed rail development, $8.1 billion is for construction 
            and $900 million is set aside for planning, engineering, and 
            administration.  According to the LAO, $522.8 million remains 
            available for these three functions.  In three years since the 
            enactment of Proposition 1A, $377.2 million has been spent on 
            management and project development activities.  With five 
            years required for the completion of the first construction 
            project in the San Joaquin Valley, as well as planning and 
            engineering continuing on the remaining segments of Phase I, a 
            $100 million per year "burn rate" would nearly consume the all 
            the funds set aside in the bond act for project development 
            and overhead.  Then what?  State agencies do not operate 
            entirely on bond funds, unless there is an accompanying 
            dedicated revenue stream to service the debt.  Most state 
            agencies either operate on general funds or special funds.  
            Caltrans and the CTC are funded from the State Highway 
            Account, a special fund in which gas tax revenues are 
            deposited.  If the bond funds run out, there is no apparent 
            source of funding for the ongoing operations of the proposed 
            DHST. 





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           6)Lack of a business model  .  The Peer Review Group leveled a 
            major criticism at the HSRA's lack of a defined a business 
            model for developing and operating a high-speed rail service.  
            This bill does not explicitly address that question, but it 
            appears that the model underlying this bill would be a 
            government enterprise, similar to an urban transit project.  
            If that is the case, it is inconsistent with Proposition 1A's 
            prohibition on operating subsidies.  Creating a new department 
            without clarifying this issue may, in the future, create 
            confusion and misunderstandings. 

           7)Is this the time to create DHST  ?  The HSRA is in the process 
            of embarking upon a $5 billion construction project that has a 
            hard federal deadline for completion in 2017.  A basic policy 
            question is whether the Legislature wants to add the burden of 
            creating a new department at the very moment the HSRA is 
            completing the environmental process on the two San Joaquin 
            Valley segments, finalizing agreements with the federal 
            government, formulating bid documents for procuring 
            design-build teams to construct the project, initiating 
            property acquisition and engaging other project initiation 
            activities. 

           8)Organizational options  .  Given the issues around creating a 
            DHST, the author and the committee may wish to chart a middle 
            course between the existing organizational arrangement, the 
            efficacy of which has been questioned by many oversight 
            entities, and the creation of a DHST, with a separate 
            independent governing board having its own staff. Although the 
            LAO recommended that the Legislature locate the HSRA in 
            Caltrans, the LAO also acknowledged that Caltrans has 
            organizational inadequacies of its own that might give the 
            Legislature pause to shift the entire HSRA into Caltrans.  The 
            LAO does point out, however, that Caltrans has very 
            specialized work groups that could support the HSRA's efforts 
            to develop the project, essentially on a contract basis. Among 
            the tasks identified by the LAO that could be delegated to 
            Caltrans are the following:

                  Negotiating and managing large contracts  .  Caltrans 
               regularly contracts with large construction firms for the 
               construction of major projects.  These contracts are both 
               design-bid-build and design-build contracts, which is the 
               HSRA's preferred construction method for the San Joaquin 
               Valley project.  





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                  Acquisition and management of property  .  Caltrans has a 
               statewide staff of right-of-way personnel, including 
               right-of-way agents, appraisers, and attorneys, who 
               understand local property markets, the legal requirements 
               for initiating and consummating acquisitions, and related 
               skills.  According to Caltrans, it may be necessary to 
               employ additional right-of-way staff.  That may be, but the 
               important point is that Caltrans has an organizational 
               infrastructure in place, ready-to-go that the HSRA would 
               otherwise have to replicate from scratch. 

                  Managing outreach and project communications  .  According 
               to the LAO, Caltrans maintains a public information office 
               with over 60 staff as well as its large planning staff 
               housed in Caltrans' district offices throughout the state 
               that is experienced with conducting project outreach.  Both 
               the HSRA's communications program and its public outreach 
               programs have been the subject of controversy in various 
               segments of the Phase I Corridor.

                  Legal support  .  Caltrans, according to the LAO, has a 
               staff of 280 attorneys many of whom are experts in 
               addressing the legal issues associated with the 
               environmental process, acquisition of property, 
               construction contract law, construction claims, rail 
               equipment procurement for Caltrans rail division, and 
               related project development and implementation issues.  The 
               HSRA has previously indicated that it desires to retain 
               outside legal services.  Given the HSRA's timeframe, it 
               would be convenient to contract with Caltrans for legal 
               services.  In addition, if it is found that specialized 
               services are necessary for certain aspects of the project, 
               Caltrans is already authorized to retain outside legal 
               assistance, which it could do  in collaboration with the 
               HSRA.  

                  Federal grant administration services  .  Caltrans has 
               extensive experience in dealing with the various grant 
               management procedures of the relevant U.S. Department of 
               Transportation agencies:  the Federal Railroad 
               Administration (FRA) and the Federal Highway 
               Administration. Caltrans's Division of Rail has had several 
               years of experience in dealing with the FRA on railroad 
               safety, equipment procurement, grant management, and 
               related issues.  To be sure, the HSRA will need technical 
               expertise in safety, rolling-stock, and electrical and 




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               systems control technologies.  These are specialties 
               Caltrans does not possess but is in a position to procure 
               collaboratively with the HSRA.

          The committee may wish to amend this bill to delete creation of 
          the DHST and instead 
          delegate the above activities to Caltrans.
            
           1)Possible confusion between this bill and Proposition 1A  .  
            There are some provisions of this bill that conflict with 
            Proposition 1A.  The following are important examples:

              a.   Conflict in the definitions of "high-speed train"  .  
               Proposition 1A defines the maximum speed of a high-speed 
               train as being capable of sustaining a revenue service 
               operating speed of "at least 200 miles per hour" where 
               conditions permit.  This bill defines a "high-speed train" 
               to mean intercity passenger train service that is capable 
               of sustained speeds of 125 miles per hour.  In this case 
               Proposition 1A would have to be amended to conform to this 
               bill.  That would require a two-thirds vote of the Senate 
               and the Assembly.  In addition, existing state law 
               authorizes Caltrans to operate passenger rail service up to 
               125 miles per hour.  To this end, the passenger cars that 
               Caltrans purchases for the state's Amtrak service are 
               design to operate at that maximum speed.  The committee may 
               wish to amend this bill to conform to Proposition 1A and 
               existing law.

              b.   Conflict in the selection of routes  .  This bill 
               authorizes the new HSRA to adopt criteria for the selection 
               of routes for high-speed train service.  Proposition 1A 
               identifies the corridor and prioritizes Anaheim/Los Angeles 
               to the San Francisco Transbay Terminal via the Central 
               Valley as the first corridor for development.  The only 
               decision is the actual alignment of the corridor, which is 
               determined primarily by the environmental review process.  
               The committee may wish to amend this bill to remove the 
               requirement for route selection criteria to conform to 
               Proposition 1A.

          2)  Related legislation  .  Earlier this year this committee and 
            the Senate passed SB 517 (Lowenthal).  That bill incorporates 
            the HSRA into the structure of state government by situating 
            the agency in BT&H and places the BT&H secretary on the HSRA 
            board as a non-voting member.  In addition, SB 517 requires 




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            the governor's appointees to have specific expertise related 
            to large infrastructure projects, including environmental 
            science, transportation engineering, legal, and financial 
            expertise in order to provide informed policy direction to the 
            staff.  It subjects the appointees to Senate confirmation.  
            Lastly, to reduce the likelihood of conflicts of interest, 
            this bill prohibits board members from having been employed by 
            a HSRA contractor in the two years prior to being appointed 
            and prohibits board members from taking employment for two 
            years after their term expires with HSRA contractors.  This 
            bill passed the Assembly Transportation Committee on June 27, 
            2010.  In light of this committee's action on SB 517, the 
            committee may wish to delete from this bill the provisions 
            related to the governing board of the HSRA. 
          
          Assembly Votes:
               Floor:    51-18
               Appr: 12-5
               Trans:    12-0

          POSITIONS:  (Communicated to the Committee before noon on 
          Wednesday,
                     June 29, 2011)

               SUPPORT:  None received. 

          
               OPPOSED:  None received.