BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1780
                                                                  Page  1

          Date of Hearing:   April 23, 2012

                        ASSEMBLY COMMITTEE ON TRANSPORTATION
                               Bonnie Lowenthal, Chair
                   AB 1780 (Bonilla) - As Amended:  March 29, 2012
           
          SUBJECT  :  California Department of Transportation:  project 
          study reports

           SUMMARY  :  Assigns responsibilities, including cost-sharing 
          responsibilities, for completion of project study reports (PSRs) 
          or equivalent planning documents.  Specifically,  this bill  :  

          1)Recasts existing provisions explicitly to state that the 
            California Department of Transportation (Caltrans) may prepare 
            PSRs or equivalent planning documents for projects on the 
            State Highway System (regardless of whether the project is in 
            an adopted State Transportation Improvement Program (STIP)).  

          2)Modifies the elements to be included in a PSR or equivalent 
            planning document to include cost estimate, schedule, and 
            other information deemed necessary to form a sound basis for 
            committing future state funding and project delivery.  

          3)Directs Caltrans to review and approve PSRs or equivalent 
            planning documents that are prepared by other entities for 
            projects on the State Highway System.  

          4)Mandates that, for state highway projects that are in an 
            adopted regional transportation plan, a voter-approved county 
            sales tax measure expenditure plan, or other voter-approved 
            transportation program, Caltrans is to review and approve the 
            PSR or equivalent planning document at its own expense; for 
            other projects, Caltrans's costs for review and approval of 
            the PSRs or equivalent planning documents are to be paid by 
            the entity performing the work.  

          5)Requires that, during development of PSRs for state highway 
            projects, there is to be open and continuous communication 
            between Caltrans, the agency requesting the PSR, and the 
            regional transportation planning agency or county 
            transportation commission.  

          6)Makes other, minor changes to provisions related to project 
            study reports.  








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           EXISTING LAW:  

          1)Authorizes Caltrans to prepare PSRs for capacity-increasing 
            projects that are not included in the STIP provided the doing 
            so does not jeopardize delivery of STIP projects.  

          2)Provides that preparation of PSRs is to be limited to 
            Caltrans' available resources, supplemented as appropriate by 
            regional or local resources.  

          3)Sets forth required elements of PSRs including: project 
            limits, description, scope, costs, and schedule estimates.  

          4)Requires Caltrans to review and approve PSRs performed by 
            another agency.  

          5)Provides that Caltrans may be requested to prepare a PSR for a 
            capacity-increasing state highway project that is proposed for 
            inclusion in a future STIP.  Caltrans has 30 days to determine 
            if it can complete the PSR in a timely manner.  If it 
            determines that it cannot, the requesting entity may prepare 
            the report.  

          6)Sets forth timeframes to ensure timely reviews by Caltrans of 
            PSRs prepared by other entities.  

          7)Requires a PSR to be completed before a project may be 
            included in the STIP.  

           FISCAL EFFECT  :  Unknown 

           COMMENTS:   PSRs and equivalent planning documents (referred to 
          collectively as project initiation documents, or PIDS) are used 
          to document the initial stages of a project's development.  They 
          contain specific information related to a project idea such as 
          the identification of the transportation problem that is to be 
          addressed, an evaluation of potential alternatives to address 
          the problem, and the justification and description of the 
          preferred solution.  Each PSR also includes the estimated cost, 
          scope, and schedule of the project-information needed to decide 
          if, how, and when to fund the project.  Existing law requires 
          PSRs to be completed before a project can be included in an 
          adopted STIP and the California Transportation Commission (CTC) 
          administratively requires PSRs for projects to be included in 








                                                                  AB 1780
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          the State Highway Operation and Protection Program.  


          Caltrans' efforts related to preparing and providing oversight 
          for PIDS, including development of PSRs, have come under 
          scrutiny in the last couple of years, focused largely on a 
          significant over-production of PIDs and resultant wasteful 
          costs.  Much of the scrutiny was as a result of the Legislative 
          Analyst's Office (LAO) budget analyses that identified 
          deficiencies in the program, including (in addition to the 
          over-production issue) a lack of any cost-sharing arrangements 
          with other agencies for the development of PIDs.  As a result, 
          the Legislature requested Caltrans to collaborate with external 
          stakeholders to identify ways to improve the project initiation 
          process, including consideration of potential cost-sharing 
          arrangements and a streamlined PID process.  

          Caltrans responded to LAO's concerns and recommendations by 
          working with local agencies and the CTC to streamline PIDs.  
          These efforts sought to ensure that PSRs did not include more 
          information than was prudent to collect at the beginning stages 
          of a project's development and that PSRs were not being done for 
          more projects than could reasonably be expected to be developed. 
           

          Budget discussions are continuing this year and continue to 
          focus on: 1) identifying the appropriate source of funding for 
          PSRs and other planning documents; and 2) resolving the 
          appropriate content and scope of these documents.  Previous 
          attempts by the Legislature to ensure that Caltrans be 
          responsible for costs for locally-sponsored state highway 
          projects have been twice vetoed by the Governor, who directed, 
          instead, that Caltrans' costs for the work be reimbursed by 
          local agencies.  

           Committee concerns:   This bill may be premature given that the 
          issue addressed in the bill is currently under discussion as a 
          part of the budget process.  

           REGISTERED SUPPORT / OPPOSITION  :  

          Support 
           
          Self-Help Counties Coalition  (sponsor)
          Santa Clara Valley Transportation Authority 








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           Opposition 
           
          None on file
           

          Analysis Prepared by  :    Janet Dawson / TRANS. / (916) 319-2093