BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                  AB 2567|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 651-1520         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                                 THIRD READING


          Bill No:  AB 2567
          Author:   Carter (D)
          Amended:  6/18/12 in Senate
          Vote:     21

           
           SENATE GOVERNANCE & FINANCE COMMITTEE  :  8-0, 6/13/12
          AYES:  Wolk, Dutton, DeSaulnier, Fuller, Hernandez, Kehoe, 
            La Malfa, Liu
           
          ASSEMBLY FLOOR  :  74-1, 5/21/12 - See last page for vote


           SUBJECT  :    Sewer collection agency:  schedule of fees

           SOURCE  :     Ross Valley Sanitary District


           DIGEST  :    This bill allows an agency providing wastewater 
          service to adopt a schedule of fees or charges authorizing 
          automatic adjustments that pass through increases in 
          wholesale charges for water, sewage treatment, or 
          wastewater treatment or adjustments for inflation, as 
          specified.

           ANALYSIS  :    

          Existing law:

          1. Requires, generally, pursuant to Articles XIIIC and 
             XIIID of the California Constitution (Cal. Const.), that 
             assessments, fees, and charges be submitted to property 
             owners for approval or rejection after the provision of 
                                                           CONTINUED





                                                               AB 2567
                                                                Page 
          2

             written notice and the holding of a public hearing. 

          2. Prescribes specific procedures and parameters for local 
             jurisdictions to comply with Cal. Const. Articles XIIIC 
             and XIIID.

          3. Establishes notice, protest, and hearing procedures for 
             the levying of new or increased fees and charges by 
             local government agencies pursuant to Cal. Const. 
             Articles XIII C and XIIID. 

          4. Allows an agency providing water, sewer, or refuse 
             collection service to adopt a schedule of fees or 
             charges authorizing automatic adjustments that pass 
             through increases in wholesale charges for water or 
             adjustments for inflation, if it complies with all of 
             the following: 

             A.    It adopts the schedule of fees or charges for a 
                property-related service for a period not to exceed 
                five years pursuant to existing law; 

             B.    The schedule of fees or charges may include a 
                schedule of adjustments, including a clearly defined 
                formula for adjusting for inflation.  Any inflation 
                adjustment to a fee or charge for a property-related 
                service shall not exceed the cost of providing that 
                service; 

             C.    The schedule of fees or charges for an agency that 
                purchases wholesale water from a public agency may 
                provide for automatic adjustments that pass through 
                the adopted increases or decreases in the wholesale 
                charges for water established by the other agency; 
                and, 

             D.    Notice of any adjustment pursuant to the schedule 
                shall be given pursuant to existing law, not less 
                than 30 days before the effective date of the 
                adjustment.

          This bill allows an agency providing wastewater service to 
          adopt a schedule of fees or charges authorizing automatic 
          adjustments that pass through increases in wholesale 







                                                               AB 2567
                                                                Page 
          3

          charges for water, sewage treatment, or wastewater 
          treatment or adjustments for inflation, if it complies with 
          all of the following: 

          1. It adopts the schedule of fees or charges for a 
             property-related service for a period not to exceed five 
             years pursuant to the Proposition 218 Omnibus 
             Implementation Act.

          2. The schedule of fees or charges may include a schedule 
             of adjustments, including a clearly defined formula for 
             adjustment for inflation.

          3. The schedule of fees or charges for an agency that 
             purchases wholesale water, sewage treatment, or 
             wastewater treatment from a public agency may provide 
             for automatic adjustments that pass through the adopted 
             increases or decreases in the wholesale charges for 
             water, sewage treatment, or wastewater treatment 
             established by the other agency. 

          4. Notice of any adjustment pursuant to the schedule shall 
             be given pursuant to the Proposition 218 Omnibus 
             Implementation Act not less than 30 days before the 
             effective date of the adjustment.

           Comments
           
          In a unanimous decision, the California Supreme Court held 
          in Bighorn-Desert View Water Agency v. Verjil (2006) 39 
          Cal. 4th 205 that charges for on-going water delivery are 
          subject to Proposition 218 restrictions.  Given this 
          decision public agencies are now required to provide notice 
          to customers and property owners regarding a proposed 
          increase of an existing fee or charge for a 
          property-related service being provided to a parcel.  
          Customers and property owners are then given an opportunity 
          to protest the proposed increase.  AB 1260 (Caballero), 
          Chapter 280, Statutes of 2007, clarified the noticing and 
          protest requirements for property-related services.  
          However, some local agencies questioned whether or not it 
          was legal for them to create a schedule of fees or charges 
          for a property-related service since customers or property 
          owners would only be able to protest at the initial 







                                                               AB 2567
                                                                Page 
          4

          adoption of the schedule and not at any of the scheduled 
          increases. 

          AB 3030 (Brownley), Chapter 611, Statutes of 2008, 
          authorized an agency providing water, sewer, or refuse 
          collection service to adopt a schedule of fees or charges 
          for a property-related service for a period of up to five 
          years.  That bill provided public agencies the opportunity 
          to plan long term and to save money by not requiring the 
          costly noticing requirement every time the cost of service 
          rises.  This was especially true for those public agencies 
          that receive water from a water wholesaler.  Wholesale 
          water providers are able to increase the cost of water at 
          any point without noticing requirements because all of 
          their customers are public agencies.  However, if a public 
          agency had to raise its rates due to the increased cost of 
          water from the wholesaler, the public agency had to provide 
          notice to each of its customers and hold a protest hearing 
          before it could increase rates.

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

           SUPPORT  :   (Verified  6/19/12)

          Ross Valley Sanitary District (source)
          Association of California Water Agencies


           ASSEMBLY FLOOR  :  74-1, 5/21/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Conway, Cook, Davis, Dickinson, Eng, 
            Feuer, Fong, Fuentes, Furutani, Beth Gaines, Galgiani, 
            Garrick, Gatto, Gordon, Gorell, Grove, Hagman, Halderman, 
            Hall, Harkey, Hayashi, Hill, Huber, Hueso, Jeffries, 
            Jones, Knight, Lara, Logue, Bonnie Lowenthal, Ma, 
            Mansoor, Mendoza, Miller, Mitchell, Monning, Morrell, 
            Nestande, Nielsen, Norby, Olsen, Pan, V. Manuel P�rez, 
            Portantino, Silva, Skinner, Smyth, Solorio, Swanson, 
            Torres, Valadao, Wagner, Wieckowski, Williams, Yamada, 
            John A. P�rez
          NOES:  Huffman







                                                               AB 2567
                                                                Page 
          5

          NO VOTE RECORDED:  Chesbro, Donnelly, Fletcher, Roger 
            Hern�ndez, Perea


          AGB:k  6/19/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****