BILL ANALYSIS                                                                                                                                                                                                    �






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO:   SB 
          1545
          SENATOR MARK DESAULNIER, CHAIRMAN              AUTHOR:    
          Desaulnier
                                                         VERSION:   
          2/24/12
          Analysis by:  Art Bauer                        FISCAL:    Yes
          Hearing date:  March 27, 2012                  URGENCY:  YES


          SUBJECT:

          Bay Area regional agencies:  building purchase 

          DESCRIPTION:

          This bill prohibits the Bay Area Headquarters Authority (BAHA) 
          from using public funds to develop or improve a specific 
          building in San Francisco for use as the headquarters of the 
          Metropolitan Transportation Commission (MTC), Bay Area Toll 
          Authority (BATA), and possibly other regional agencies until MTC 
          responds to a State Auditor's report to be issued in June of 
          this year. 

          ANALYSIS:

          MTC, the regional transportation planning agency (RTPA) for the 
          nine-county San Francisco Bay Area, has been headquartered for 
          nearly thirty years in Oakland, directly across the street from 
          BART's Lake Merritt station.  MTC and BATA acting through the 
          BAHA, a joint powers agency that they created, acquired a 
          building for the headquarters of the two agencies at 390 Main 
          Street in San Francisco last October for $93 million. 

          The Joint Legislative Audit Committee at the request of Senator 
          DeSaulnier authorized the State Auditor to examine the analysis 
          underlying the decision to relocate MTC from Oakland to San 
          Francisco.  The State Auditor's examination will include an 
          evaluation of the trade-offs between acquiring a building in 
          Oakland as opposed to moving to San Francisco, the structure of 
          the transaction and whether it protects the public's interests, 
          and other related questions.  The State Auditor expects to 
          complete its work by June of this year. 

           This bill  :





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             1.   Prohibits MTC from spending any public funds on the 
               development or improvement of an office building at 390 
               Main Street, San Francisco, until after the State Auditor 
               has completed the audit. 

             2.   Requires MTC, upon completion of the audit, to submit a 
               report to the Legislature responding to any issues raised 
               by the State Auditor prior to expending any funds on the 
               rehabilitation of the building.  

          COMMENTS:

              1.   Purpose  .  MTC is currently located in a building jointly 
               owned by MTC, the Association of Bay Area Governments 
               (ABAG), and BART.  Beginning in 2010, MTC, ABAG and the Bay 
               Area Air Quality Management District (BAAQMD) initiated a 
               process to find an office building in which all three 
               agencies could co-locate.  The reasons for the joint effort 
               were at least three.  First, the agencies had concluded 
               that their present facilities were in need of repair and 
               various upgrades.  Second, the existing space did not allow 
               for anticipated growth in staff.  Third, because of the 
               increasing need to coordinate regional policies and 
               programs, the agencies believe that co-location will 
               facilitate staff interaction.  ABAG, because its regional 
               land use modeling supports MTC and BAAQMD planning efforts, 
               agreed to participate in the evaluation of alternative 
               office sites but has not made a commitment to relocate.  In 
               the meantime, the Bay Conservation and Development 
               Commission (BCDC), a state agency responsible for 
               regulating land uses on the shoreline of the bay, indicated 
               a willingness to locate in the new building.  BCDC's 
               enabling legislation requires the organization to be 
               located in San Francisco.  The state Department of General 
               Services is representing BCDC in the transaction. 
                
                The author believes that process of selecting a new 
               building and the structure of the transaction was not 
               transparent.  He, therefore, requested a review of the 
               transaction by the State Auditor.  The author wants MTC to 
               stop work on the new building until the report from the 
               State Auditor is published and MTC has an opportunity to 
               respond. 

              2.   Budget for the relocation  .  MTC is using toll revenues 
               collected by BATA to acquire the building.  MTC established 




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               the budget for the acquisition and improvements to a 
               building at $179,776,515.  Since the acquisition of the 
               building, the budget has decreased to $167,026,515.  The 
               components of the budget area as follows:

                       ---------------------------------- 
                      |Building            |$            |
                      |                    |93,000,000     |
                      |--------------------+-------------|
                      |Building            |             |
                      |Improvements        |25,160,723   |
                      |--------------------+-------------|
                      |Tennant             |             |
                      |Improvements        |23,865,792   |
                      |--------------------+-------------|
                      |Building Total      |$142,026,515 |
                      |--------------------+-------------|
                      |                    |             |
                      |--------------------+-------------|
                      |Project contingency |$            |
                      |                    |15,000,000   |
                      |--------------------+-------------|
                      |Optional exterior   |             |
                      |enhancements        |8,300,000    |
                      |--------------------+-------------|
                      |Staff cost          |             |
                      |                    |1,700,000    |
                      |--------------------+-------------|
                      |Total project costs |             |
                      |                    |$167,026,515 |
                      |--------------------+-------------|
                      |Source: MTC         |             |
                       ---------------------------------- 

               MTC set goals to relocate into the new facility twenty-four 
               months after the close of escrow and to have at least 
               350,000 square feet in the new building.  In addition, MTC 
               preferred to own a new building rather than lease space. 

              3.   Search for an office building .  The search for office 
               buildings resulted in four candidates, three in Oakland and 
               one in San Francisco, including the building ultimately 
               selected, a former Post Office building.  Two of the 
               buildings exceeded the amount budgeted for improvements.  
               One of the buildings in downtown Oakland was located at the 
               City Center, which is a BART station, but was available 




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               only for lease. 

               MTC selected the former postal facility at 390 Main Street 
               in San Francisco.  The eight story building has nearly 
               500,000 square feet.  The asking price was $108.3 million.  
               MTC acquired it for $93 million.  Escrow on the acquisition 
               closed last October. 

               In December, MTC awarded a million dollar contract to begin 
               the design work necessary for rehabilitation, seismic and 
               air conditioning upgrades, and providing for disabled 
               access.  In addition, MTC awarded a $240,000 contract for 
               property management services. 

               An additional relocation cost will be an increase in the 
               transit subsidy benefit that MTC offers its employees.  
               Seventy percent of its staff commutes by public transit.  
               For 60 percent of MTC's employees, the move to San 
               Francisco will increase the length of the commute.  MTC 
               intends to increase its transit subsidy benefit from $119 
               to $161 per month, a 35 percent increase.

              4.   Community issues  .  Led by Oakland, East Bay communities 
               have been strongly opposed to the relocation.  They argue 
               that it takes jobs out of Oakland and that the San 
               Francisco site lacks easy accessibility, because it is a 
               half-mile from the nearest BART station.  Oakland officials 
               also believe that MTC did not fully vet the Oakland sites.  
               The new site has also been a concern to the disabled 
               community because of its poor accessibility.  MTC intends 
               to mitigate the accessibility issue by operating a shuttle 
               service to the new building from the BART station. 

              5.   Who's in charge  ?  In addressing the relocation issue it 
               is difficult to determine who is in charge.  Although MTC 
               and BATA are independent public agencies, they have the 
               same governing board and many of MTC's staff work both for 
               BATA and MTC.  The joint powers agreement establishing the 
               legal entity that actually acquired and manages the 
               building is BAHA.  Neither party to the formation of BAHA 
               and the actual purchase of the building is operating 
               independently or at arms-length.  This organizational 
               structure may have prevented different points of view from 
               being fairly considered. 
                
                In addition, BATA is the financial "partner" for the 




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               acquisition.  It is funding the acquisition of the 
               building, is providing financing to BAAQMD for its share of 
               the building, and has proposed a financing strategy to 
               allow ABAG to move into the building. 

               BATA has broad authority to acquire facilities with its 
               toll revenue.  Because tolls are a user fee, the purposes 
               for which they are used must benefit the toll payers.  To 
               this end, it is unclear if toll payers benefit from BATA's 
               use of toll revenues to acquire a building that exceeds its 
               space requirements so that other regional agencies may 
               co-locate.  The audit will address this issue. 

              6.   ABAG has not committed to relocating  .  Although ABAG 
               participated in the vetting of office buildings, its board 
               for the time being has decided not to relocate to San 
               Francisco.  Because ABAG has limited resources, BATA has 
               proposed that ABAG transfer its rights to the commercial 
               space in the building to BAHA and the revenues generated 
               from the space be used to pay down ABAG's share of the 
               buildings cost.
          




























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          POSITIONS:  (Communicated to the committee before noon on 
          Wednesday,
                     March 21, 2012)                        

               SUPPORT:  Mayor Jean Quan, City of Oakland

          
               OPPOSED:  None received.