BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  AB 2442|
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                                 THIRD READING


          Bill No:  AB 2442
          Author:   Williams (D)
          Amended:  8/24/12 in Senate
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMM. :  7-4, 6/26/12
          AYES:  Calderon, Corbett, De Le�n, Evans, Hernandez, 
            Padilla, Yee
          NOES:  Wright, Anderson, Berryhill, Walters
          NO VOTE RECORDED:  Cannella, Wyland

           ASSEMBLY FLOOR  :  50-25, 5/30/12 - See last page for vote


           SUBJECT  :    State property:  California Hope Public Trust

           SOURCE  :     Service Employees International Union


           DIGEST  :    This bill establishes the California Hope Public 
          Trust (Trust) to support the California State University 
          (CSU), California Community Colleges (CCC), and University 
          of California (UC) systems to be governed and administered 
          by the Department of General Services (DGS) with input from 
          a nine member advisory board of the trust.

           Senate Floor Amendments  of 8/24/12 redefine the California 
          Hope Public Trust Board as an advisory body.  The Board 
          would give input to the Department of General Services, 
          which would retain control of the supervision of surplus 
          and underutilized state properties.   The amendments also 
          eliminate Senate confirmation for the members of what will 
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          now become an advisory-only Board.  

           ANALYSIS  :    Existing law:

          1.Requires each state agency to report annually to DGS any 
            proprietary state lands under the jurisdiction of that 
            agency that are in excess of the foreseeable needs of 
            that agency.

          2.Provides certain exceptions from this requirement, 
            including, among others, lands under the jurisdiction of 
            specified state entities.

          3.Authorizes the Director of General Services to require a 
            state agency to transfer to DGS jurisdiction over any 
            land declared excess by a state agency.

          4.Authorizes DGS to take specified actions with respect to 
            that property, including, among others, asking permission 
            from the Legislature to sell or dispose of the property.

          5.Authorizes DGS to give priority to any property that 
            involves the exchange of surplus lands listed in 
            specified reports.

          6.Requires DGS to maintain a complete and accurate 
            statewide inventory of all real property held by the 
            state.

          This bill:

            1.  Creates the California Hope Public Trust to be 
              administered by DGS with input from an advisory board, 
              and requires it to be funded by transfers of 
              state-owned property, and requires it to manage its 
              properties with the goal of increasing their value and 
              earning revenue for the CSU, CCC, and UC systems, as 
              specified. 

            2.  Requires the Department of General Services (DGS) to 
              annually submit an inventory to the Trust of all 
              state-owned real property and lease agreements for all 
              state-owned real estate and property, that is not 
              exempt from transfer to the trust, beginning March 31, 

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              2013, and requires the Trust to biennially review this 
              inventory beginning January 1, 2015, in consultation 
              with the advisory board, and determine which properties 
              to control, as specified.  The Trust must prepare a 
              plan for assuming responsibility of state-owned real 
              estate and property. The Trust must submit a request to 
              the Legislature by January 1, 2015, to enact 
              legislation authorizing the Trust to control these 
              properties. 

            3.  Prohibits the Trust from considering for transfer any 
              of the following: Department of Transportation property 
              that is used for existing highways or airspace or 
              acquired for highway projects; State Parks properties; 
              lands under the jurisdiction of the State Lands 
              Commission; Department of Corrections and 
              Rehabilitation (CDCR) and CDCR Division of Juvenile 
              Facilities properties that are used explicitly for 
              incarcerating inmates; the State Capitol; any land, 
              building, or property determined to be of historical or 
              cultural significance; any property subject to 
              constitutional provisions governing the Highway Users 
              Tax Account; and, lands under UC or CSU jurisdiction, 
              specifies Judicial Counsel lands and property that, if 
              transferred to the trust would result in increased 
              costs to the agency in possession of the property.

            4.  Requires the Trust to: report annually to DGS 
              regarding surplus property, as specified, and identify 
              land or property that would assist the Trust to 
              effectuate its purposes; generate a return on its real 
              estate holdings; provide innovative stewardship of real 
              property and infrastructure; provide for efficient and 
              effective utilization of state assets; ensure that all 
              projects satisfy state, regional, and local land-use 
              and environmental requirements that apply to private 
              sector projects; and, ensure that it meets smart growth 
              principles, as specified. 

            5.  Authorizes the Trust, among other things, to: acquire 
              and dispose of any property, and construct and maintain 
              buildings, subject to specified legislative 
              notification; lease any Trust property to any person or 
              entity; enter into joint ventures with other entities 

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              to construct or develop buildings and land for 
              joint-use purposes, contract with DGS to manage and 
              maintain Trust properties.

            6.  Requires the Trust to notify the chair of the fiscal 
              committee of each house before approving the 
              acquisition or disposition of real property; prohibits 
              the Trust from selling or disposing of any state excess 
              land or surplus property, as specified; and, requires 
              the Trust to annually report to the Legislature 
              beginning July 1, 2016, on the Trust's activities, as 
              specified. 

            7.  Creates the California Hope Public Trust Fund (Trust 
              Fund), requires all net proceeds of Trust activities to 
              be paid to the Trust Fund, and requires the Trust, upon 
              appropriation by the Legislature in the annual Budget 
              Act, to use the moneys in the fund to support 
              instruction and direct student services at the CSU, the 
              CCC, and UC systems. The Legislature must appropriate 
              funds according to the following schedule: 50% to the 
              CSU, 25% to the UC and 25% to the CCCs. 

            8.  States legislative intent that moneys in the Trust 
              Fund not be used to enter into or renew a contract that 
              provides for an increase in compensation for a UC or 
              CSU administrator, as defined, and to establish an 
              administrative cap on the Trust once it is fully 
              operational. 

            9.  Sunsets this bill on January 1, 2019, unless 
              legislation is enacted beforehand to transfer 
              properties to the Trust as outlined above, and requires 
              the Trust to assume responsibility for providing real 
              estate services for transferred properties, including 
              planning of future projects. 

            10. Exempts the Department of Parks and Recreation, the 
              Department of Fish and Game, the Wildlife Conservation 
              Board and other state conservancies from current law 
              requiring all state agencies to annually report surplus 
              property to DGS, and authorizes DGS to give priority to 
              proposals for disposing of surplus lands to further the 
              purposes of the Trust. 

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            11. Specifies that the following shall only become 
              operative to the extent legislation is adopted pursuant 
              to #2, above: provisions governing the Trust board's 
              authority to hire an executive director, chief 
              executive officer and other specified staff; provisions 
              governing the executive director's employment status 
              and responsibilities, as specified; and, provisions 
              outlined in #4 through #9, above. 

           Comments
           
          According to the author, "Public higher education in 
          California has sustained considerable reductions in state 
          funding in recent years.  Although all state budget areas 
          have undergone significant cuts over the past several 
          budget cycles, higher education does not enjoy the same 
          funding mandates and legal protections as other state 
          services such as K-12 education.  Improving the opportunity 
          for college attendance and graduation in California are not 
          only needed to meet the demands of tomorrow, but ensure the 
          economic prosperity of the State.  "According to a 2009 
          California State Auditor follow-up review of the State's 
          management of surplus property, the State still lacks 
          assurance that underused or unused properties are sold to 
          generate revenue or are put to better use.  AB 2442 creates 
          the California Hope Public Trust which will be able to 
          evaluate and better utilize state property with the 
          proceeds benefitting the UC, CCC and CSU systems.  The 
          Trust is funded by transfers of state-owned properties that 
          are determined by the Trust to be suitable for development 
          and have been approved by the Legislature.  Those 
          properties would be managed with the goal of increasing the 
          value of its holdings and earning revenue for the UC, CCC 
          and CSU systems. 

          "The California Hope Public Trust is aimed at renewing our 
          commitment to our higher education systems and our students 
          by supplementing, not replacing, our General Fund 
          investment to the UC and CSU systems." 

           Prior Legislation

           AB 2578 (Frommer) in 2006, and AB 593 (Frommer) from 2005 

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          were substantially similar to this bill.  Both were vetoed 
          by Governor Schwarzenegger.  The veto message stated:

               "This bill would delegate important decisions 
               regarding the allocation of State resources to a new 
               entity, unaccountable to the people, and outside the 
               annual budget process.  In doing so, it would hamper 
               the ability of the Legislature and the Governor to 
               make such resource decisions that take into account 
               all of the State's needs."

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  No

          According to the Senate Appropriations Committee,  $500,000 
          to $1 million annually from the General Fund to the trust 
          to manage the state's real estate through December 31, 
          2018.

           Unknown, major asset and revenue shift through December 
            31, 2018.  To the extent the Legislature transfers 
            property to the trust, and the trust manages state 
            property for revenue generating purposes than the 
            Department of General Services is otherwise permitted to 
            do, this bill could reduce net state costs to the General 
            Fund.  To the extent it generates enterprise revenue, the 
            trust could increase General Fund revenue.   

           Potential state property management workload decrease to 
            the department.

           SUPPORT  :   (Verified  8/24/12)

          Service Employees International Union (source) 
          California Faculty Association
          California State University
          Community College League of California
          Faculty Association of California Community Colleges
          University of California

           OPPOSITION  :    (Verified  8/24/12)

          CalTax


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           ARGUMENTS IN SUPPORT  :    The author states that, according 
          to a 2009 California State Auditor follow-up review of the 
          State's management of surplus property, the State still 
          lacks assurance that underused or unused properties are 
          sold to generate revenue or are put to better use.  
          According to the author, the California Hope Public Trust 
          created by this bill will be able to evaluate and better 
          utilize state property, and the proceeds of the trust will 
          benefit the UC, CSU and CCC systems.  The trust is funded 
          by transfers of state-owned properties that are determined 
          by the trust to be suitable for development and have been 
          approved by the Legislature.  The trust would manage the 
          properties with a goal of increasing the value of its 
          holdings and earning revenue for the CCC, UC and CSU 
          systems. 

          Among other things, the supporters point out that the trust 
          will fill a gap that was identified by the State Auditor, 
          who expressed concern that no state entity has broad 
          oversight to review property-retention decisions by 
          individual agencies.  This bill would enable the trust to 
          evaluate state property in order to determine whether there 
          are properties that are currently underutilized. 

           ARGUMENTS IN OPPOSITION  :    CalTax states in opposition 
          that, "California's General Fund is in a state of 
          dysfunction, and earmarking revenues will lead to further 
          budgetary inflexibility, issues of manipulation, 
          substitution of revenues, implications on tax policy, and 
          higher tax administration and compliance costs.

          The core disadvantage of earmarking is the inflexibility or 
          rigidity that it introduces into the state budget process.  
          Earmarking makes it more difficult for the governor and the 
          legislature to determine which of competing spending 
          priorities proved the most public benefits for the budget 
          dollar spent."  
           

           ASSEMBLY FLOOR  :  50-25, 5/30/12
          AYES:  Alejo, Allen, Ammiano, Atkins, Beall, Block, 
            Blumenfield, Bonilla, Bradford, Brownley, Buchanan, 
            Butler, Charles Calderon, Campos, Carter, Cedillo, 
            Chesbro, Dickinson, Eng, Fong, Fuentes, Furutani, 

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            Galgiani, Gatto, Hall, Hayashi, Roger Hern�ndez, Hill, 
            Huber, Hueso, Huffman, Lara, Bonnie Lowenthal, Ma, 
            Mendoza, Mitchell, Monning, Pan, Perea, V. Manuel P�rez, 
            Portantino, Skinner, Smyth, Solorio, Swanson, Torres, 
            Wieckowski, Williams, Yamada, John A. P�rez
          NOES:  Achadjian, Bill Berryhill, Conway, Cook, Donnelly, 
            Beth Gaines, Garrick, Gorell, Grove, Hagman, Halderman, 
            Harkey, Jeffries, Jones, Knight, Logue, Mansoor, Miller, 
            Morrell, Nestande, Nielsen, Norby, Olsen, Silva, Wagner
          NO VOTE RECORDED:  Davis, Feuer, Fletcher, Gordon, Valadao


          DLW:n   8/27/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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