BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 1225
                                                                  Page  1

          Date of Hearing:   August 8, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   SB 1225 (Padilla) - As Amended:  August 6, 2012 

          Policy Committee:                              
          TransportationVote:13-0
                        Local Government                        8-0

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:               

           SUMMARY  

          This bill authorizes Caltrans to enter into an interagency 
          transfer agreement (ITA) with the Los Angeles-San Diego-San Luis 
          Obispo (LOSSAN) Agency for that agency to administer intercity 
          rail service in this corridor. Specifically, this bill:

          1)Provides that if the Secretary of Business, Transportation, 
            and Housing, pursuant to current law, determines that 
            transferring responsibility for intercity rail service to the 
            LOSSAN would yield cost reductions, Caltrans is authorized to 
            enter into a three-year ITA with LOSSAN, which is to be 
            accomplished by June 30, 2014.

          2)Stipulates that the level of service funded by the state shall 
            be determined in the ITA and that state funding for the LOSSAN 
            corridor shall in no case be less than the state funding level 
            provided for the corridor in the 2012-13 operating contract 
            between Caltrans and Amtrak, and shall include the same 
            funding level for feeder bus service provided as of January 1, 
            2013.

          3)Stipulates that funding from local resources shall not be 
            available to offset any redirection, elimination, reduction, 
            or reclassification by the state of state resources for 
            operating intercity rail service in the LOSSAN corridor.

          4)States legislative intent that state funding, for an intercity 
            rail corridor for which administrative responsibility has been 
            transferred to a JPA, should be maintained at least at the 
            current funding level for at least five years.








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           FISCAL EFFECT  

          One-time special fund cost to Caltrans in the range of $200,000 
          to implement a transfer agreement with the JPA, including 
          supporting the transition of Caltrans' equipment and facilities. 
          Caltrans also indicates a one-time payment of $300,000 to 
          $400,000 would be made to the JPA associated with the transfer 
          of operational and capital projects. Caltrans would thereafter 
          realize ongoing administrative savings of about $300,000 �State 
          Highway Account].

          The LOSSAN farebox recovery ratio (ratio of revenues to 
          expenses) in 2010-11 was 54%. Currently, for the Pacific 
          Surfliner services, Amtrak pays 30% of the operating deficit 
          (about $20 million per year) and Caltrans pays the remaining 70% 
          operating deficit over fare revenues. The federal Passenger Rail 
          Investment and Improvement Act of 2008 (Section 209) requires 
          states, starting October 1, 2013, to pay 100% of the costs of 
          short-distance intercity Amtrak services and capital costs. SB 
          1225 establishes 2012-13 as the time period upon which the state 
          funding level amount is to be maintained for a three-year 
          period, which pre-dates the time when the state will lose the 
          current $20 million Amtrak subsidy, thus the bill does not 
          create a mandated state backfill of this amount.

          Notwithstanding the above, however, the bill also creates cost 
          pressure by expressing legislative intent to maintain funding 
          for three years at a level at least equal to the "current level 
          of service" in the corridor. Fulfilling this intent would 
          require a state backfill for the $20 million Amtrak subsidy. 
          This inconsistency should be addressed by changing this language 
          to "current level of funding".

           COMMENTS  

           1)Background . Intercity passenger rail service is a component of 
            the state's overall transportation system and operates between 
            several regions of the state. Intercity services include three 
            state-supported corridor routes and four Amtrak long-distance 
            routes. The three in-state intercity routes were funded, 
            planned and administered by Caltrans until July 1998, when the 
            Capitol Corridor JPA assumed administration of the 
            Auburn-Sacramento-Oakland-San Jose corridor. (The CCJPA was 
            established through SB 457 (Kelley)/Chapter 263 of 1996.) The 








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            other two intercity rail passenger services, the Pacific 
            Surfliner and the San Joaquin continue to be administered by 
            Caltrans. 

            The 351-mile-long LOSSAN rail corridor (San Diego to Los 
            Angeles to San Luis Obispo) is the second busiest passenger 
            rail corridor in the nation, second only to the 
            Boston-to-Washington D.C. Northeast Corridor.  More than nine 
            million passenger riders make trips on LOSSAN corridor 
            commuter and intercity trains annually.  The corridor runs 
            through a six-county area, connecting major metropolitan areas 
            of Southern California and the Central Coast.

            There are three passenger rail carriers along this route: 
            Amtrak's intercity service and the Metrolink and Coaster 
            commuter lines. Amtrak operates both the long distance 
            intercity Coast Starlight (Los Angeles to Seattle) and the 
            Pacific Surfliner passenger trains.  The Pacific Surfliner 
            route (essentially comprising the LOSSAN rail corridor) is 
            under the administration of Caltrans.

           2)LOSSAN Corridor Agency  . To coordinate the interconnected rail 
            passenger intercity and commuter services within the Pacific 
            Surfliner corridor, the LOSSAN corridor agency was formed as 
            JPA in 1989.  The Los Angeles County Metropolitan 
            Transportation Authority, Orange County Transportation 
            Authority, North County Transportation District, San Diego 
            Association of Governments, San Diego Metropolitan Transit 
            System, San Luis Obispo Council of Governments, Santa Barbara 
            County Association of Governments, Ventura County 
            Transportation Commission, and Caltrans are voting members of 
            the JPA. The Southern California Association of Governments, 
            Amtrak, and the California High-Speed Rail Authority are 
            non-voting, ex-officio members of the JPA.  There are four 
            additional non-voting technical advisory committee members 
            representing the Burlington Northern Sante Fe Railroad, the 
            California Public Utilities Commission, the Southern 
            California Regional Rail Agency, and Union Pacific Railroad.  

            The LOSSAN corridor agency advises Caltrans, as administrator 
            of the corridor, on Amtrak services and facility improvements 
            within the corridor.  Legislation enacted in 1996 provided an 
            opportunity for the LOSSAN corridor agency to create a JPA to 
            assume responsibility for the LOSSAN intercity passenger 
            service by December 31, 1996.  An agreement with Caltrans 








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            could not be reached because the local agencies were unable to 
            reach a timely consensus on the structure of the corridor 
            agency.  Accordingly, the responsibility for the service 
            remains with Caltrans.  This bill is the second attempt for 
            the separate agencies to reach consensus on an interagency 
            transfer agreement. 

           3)Purpose  . The member agencies argue that placing passenger rail 
            service in the LOSSAN corridor under local management will 
            result in a more efficient and effective allocation of 
            resources and decision-making related to service expansion, 
            frequencies, extensions, connectivity, and schedules. They 
            further contend that a unified voice will be more effective at 
            the state and federal level when advocating on passenger rail 
            issues, including funding for capital improvements.   
           
           4)Related Legislation  . AB 1779 (Galgiani), pending in Senate 
            Appropriations, provides for the establishment of a joint 
            powers agency (JPA) to administer intercity rail service in 
            the San Joaquin Valley.

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081