BILL ANALYSIS                                                                                                                                                                                                    �



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          CONCURRENCE IN SENATE AMENDMENTS
          AB 2395 (Lowenthal)
          As Amended  July 2, 2014
          Majority vote
           
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          |ASSEMBLY:  |76-0 |(May 23, 2014)  |SENATE: |36-0 |(August 7,     |
          |           |     |                |        |     |2014)          |
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           Original Committee Reference:    L. GOV.  

           SUMMARY  :  Raises, for the Oxnard Harbor District (District), the  
          amount it can borrow and incur indebtedness from $1 million to  
          $10 million.  

           The Senate amendments  :  

          1)Raise, for the District, the amount it can borrow from $1  
            million to $10 million.  

          2)Specify that the District may borrow money by issuance of  
            promissory notes or execute conditional sales contracts to  
            purchase personal property for the purposes of acquiring land  
            for and constructing or operating any work, project, or  
            facility for the making of improvements or the purchase or  
            maintenance of equipment.  

          3)Prohibit any moneys borrowed from being borrowed for a term  
            exceeding five years and from incurring a rate of interest  
            exceeding 12%.  

          4)Require the District's board to adopt a resolution by a  
            two-thirds vote to authorize indebtedness.  

          5)Require, as a condition precedent to borrowing money or the  
            execution of any conditional sales contract over $100,000, the  
            District's board to approve a resolution and have on file a  
            report on engineering and economic feasibility, as specified.   


           EXISTING LAW  :

          1)Authorizes the board of a harbor district to borrow money, up  
            to $1 million, by issuance of promissory notes, or execute a  








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            conditional sales contract to purchase personal property for  
            the purpose of acquiring land for and constructing or  
            operating any work project, or facility, as specified or for  
            making improvement or the purchase of equipment or for the  
            maintenance.  

          2)Requires the indebtedness to be authorized by a resolution  
            adopted by a two-thirds vote of the board of a harbor  
            district.  Prohibits any moneys borrowed from being borrowed  
            for a term exceeding five years and from incurring a rate of  
            interest exceeding 12%.  

           AS PASSED BY THE ASSEMBLY  , this bill:  

          1)Prohibited the District from borrowing an amount over 15% of  
            its total assets, as determined based on the estimated values  
            of the assets included in the Port of Hueneme Comprehensive  
            Annual Financial Report (CAFR).  

          2)Required the District, prior to commencing any action to  
            borrow funds, to conduct a public hearing to consider the  
            proposed borrowing.  

          3)Prohibited the District from borrowing any funds unless the  
            proposed borrowing is approved by a two-thirds vote of the  
            board.  

          4)Authorized the District to expend any funds made available by  
            borrowing pursuant to 1) above, for the acquisition of any  
            interest in lands pursuant to current law, for the  
            acquisition, construction, development, ownership, and leasing  
            of port facilities, infrastructure, and other projects,  
            including, but not limited to, harbor deepening, and for any  
            other buildings, plants, equipment, aids, facilities, and  
            improvements necessary for, or incident to, the accommodation  
            and promotion of commerce and fisheries in the District.  

          5)Authorized the District to borrow money and incur indebtedness  
            and to accept financial or other assistance from the state or  
            federal government.  

          6)Made findings and declarations regarding the District and the  
            Port of Hueneme (Port), and the District's needs to finance  
            several significant infrastructure projects the constraints  
            that the current cap places on the District, and the  








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            District's accomplishments.  

          7)Found and declared that a special statute is necessary because  
            of the unique circumstances applicable only to the District.  

           FISCAL EFFECT  :  None

           COMMENTS  :   

          1)Purpose of this bill.  This bill raises the borrowing cap for  
            the District from $1 million to $10 million.  Current law  
            allows the District to incur indebtedness with a two-thirds  
            vote of the board, and limits the term and interest rate for  
            any money borrowed.  This bill will not change those  
            requirements.  This bill is sponsored by the District.  

          2)Oxnard Harbor District.  The District was created in 1937 and  
            is a political subdivision of the state operating as an  
            independent special district.  The District owns and manages  
            the commercial Port and is governed by a five-member Board of  
            Harbor Commissioners elected at large to four-year terms from  
            the District's service area.  The District's boundaries are  
            comprised of the City of Oxnard, the City of Port Hueneme, and  
            some unincorporated areas within Ventura County.  

            The Port is empowered to acquire, construct, own, operate,  
            control, or develop any and all harbor works or facilities  
            necessary to the efficient undertaking of its mission.  The  
            Port prepares and controls its own budget, administers and  
            controls its fiscal activities, and is responsible for all  
            Port construction and operations.  The Port does not assess  
            taxes for operations or capital expansion.  Its operating  
            expenses are funded by the revenues generated by tariff  
            charges, leases and other contract revenues assessed upon Port  
            users.  

            Pursuant to current law, the District publishes an annual  
            CAFR, including audited financial statements within a  
            six-month period of the close of each fiscal year.  According  
            to the District's most recent Comprehensive Annual Financial  
            Report for the Fiscal Years Ended June 30, 2013 and 2012, "The  
            Port has a $12.9 million operating budget and $6 million in  
            available unrestricted reserves to support critical capital  
            repairs for the Port's $70 million in net capital assets.   
            Major capital investments of the Port have been historically  








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            financed throughout the use of revenue bonds issued by the  
            Port pursuant to the California Harbors and Navigation Code.   
            At the close of the fiscal year 2013, the Port holds $21.2  
            million in outstanding revenue bond debt."

          3)Author's statement.  According to the author, "This bill  
            authorizes the District to incur indebtedness beyond a $1  
            million cap set in statute 30 years ago.  This limitation does  
            not accurately or adequately account for the needs and  
            escalated project costs of a modern port competing in a global  
            market.  The Port of Hueneme is the only deep water port on  
            the Pacific between the major ports of southern and northern  
            California.  Although a deep water port, at a depth of only 35  
            feet MLLW (mean lower low water), the Port is limited in its  
            activities and applications.  At least 40 feet MLLW is  
            necessary to accommodate the Port's anticipated needs into the  
            next several decades."  

            According to the District, estimates for the following  
            infrastructure projects, exemplifies the need to raise the  
            borrowing cap.  Deepening dredge and associated wharf  
            improvements at $8 to $12 million, shore power phase two at $2  
            million, dockside/tank farm rail at $1 to $3 million, life  
            cycle repair costs to restore capability to wharfs, parking  
            areas and structures at $10 million, and high mast lighting  
            upgrades at $500,000.  
           
           4)Arguments in support.  Supporters argue that this bill will  
            adjust the 30 year old debt limitation set forth in existing  
            law and will allow the District to undertake vital and  
            necessary projects, including an anticipated harbor deepening  
            project.  

          5)Arguments in opposition.  None on file.  

           
          Analysis Prepared by  :    Misa Yokoi-Shelton / L. GOV. / (916)  
          319-3958 


                                                               FN: 0004285 












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