BILL ANALYSIS                                                                                                                                                                                                    




            SENATE REVENUE & TAXATION COMMITTEE

            Senator Lois Wolk, Chair

                                                     AB 394 - Torrico

                                               Amended: August 24, 2009

                                                                       

            Hearing: August 26, 2009   Tax Levy         Fiscal: Yes




            SUMMARY:  Enacts a Sales and Use Tax Exemption for Tangible  
                      Personal Property Used in the Process of  
                      Manufacturing an Automobile in Fremont.


                      

                 EXISTING LAW requires entities engaged in  
            manufacturing that purchase, lease, or rent equipment and  
            other supplies to pay sales or use tax on their purchases  
            of tangible personal property. However, purchases of  
            tangible personal property that become ingredients of an  
            item to be resold are exempt from tax. 

                 THIS BILL exempts from the state, local, and district  
            share of the sales and use tax:

                             Purchases of tangible personal property  
                      used by an auto manufacturer in Fremont,  
                      California.  To be eligible, the property must be  
                      used in any stage of the process of  
                      manufacturing, processing, refining, fabricating,  
                      or assembling automobiles at any point of the  
                      supply chain.  Property includes, but is not  
                      limited to, machinery and equipment, including  
                      component parts and contrivances, and all  
                      equipment or devices used or required to operate,  
                      control, regulate, or maintain the machinery, as  
                      defined.








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                             Purchases of tangible personal property  
                      used by contractors purchasing the property for  
                      use in the performance of the contract.   
                      Contractors include research and storage  
                      facilities used during the process of  
                      manufacturing an automobile in Fremont that use  
                      the special purpose buildings or foundations as  
                      an integral part of the manufacturing process,  
                      excluding buildings used solely as warehouses.

                 THIS BILL requires taxpayers to furnish the retailer  
            with an exemption certificate to realize the exemption.   
            The exemption does not apply to any tangible personal  
            property removed from the state within one year of purchase  
            or converted from the exempt use to another use, in which  
            case the taxpayer shall be liable for the tax.  The measure  
            also defines its terms.


            FISCAL EFFECT: 

                 The Board of Equalization (BOE) estimates that AB 394  
            results in a state revenue loss of $9.2 million annually,  
            $385,000 to the state fiscal recovery fund, and $4.2  
            million to local agencies.


            COMMENTS:

            A.   Purpose of the Bill

                 According to the Author, "For the past 25 years, the  
            New United Motor Manufacturing Incorporated (NUMMI) plant  
            has produced high quality vehicles under a 50-50 joint  
            venture between Toyota and General Motors.  Located in  
            Fremont, CA, the NUMMI partnership directly produced over  
            5,000 jobs in the Bay Area and another 20,000 jobs  
            statewide through its purchasing of supplies.  Now, with  
            the General Motor's bankruptcy, the plant - and all the  
            jobs related to it - is in jeopardy of going away.  If  
            California loses these valuable jobs, not only will the  
            workers' families undergo tremendous hardships but the  








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            state will take another serious blow to its already  
            struggling economy.  While hope remains that Toyota will  
            continue its operations either through expanding its  
            production line or entering into a new partnership with  
            another auto manufacturer, the State cannot idly sit by and  
            wait.  It needs to do whatever it can to convince the auto  
            manufacturer that we want them to stay in California.  AB  
            394 exempts automobile manufacturing equipment used by the  
            one auto manufacturing plant in California from the state  
            share of the sales and use tax.  The exemption authorized  
            by this bill would only apply to equipment that remains  
            within the state of California for one year after  
            purchase."



            B.   Caravanning It

                 AB 394 is one of three bills intended to maintain the  
            New United Motor Manufacturing Inc. (NUMMI) in Fremont,  
            which operated as a joint venture between General Motors  
            and Toyota.  GM has since withdrawn from the facility when  
            it discontinued the Pontiac Vibe, the only GM car NUMMI  
            manufactures.  News reports indicate that Toyota intends to  
            close the facility in March, 2010.  

                 The Legislature is currently considering two other  
            measures that seek to persuade Toyota to instead maintain  
            the factory:

                   SB 483 (Corbett) requires enacts an automobile  
                 manufacturing tax credit.  The measure is currently in  
                 the Assembly Rules Committee.  
                   SB 830 (Wright) allows the Governor to designate  
                 the facility an enterprise zone, provide a preference  
                 for state purchases of automobiles manufactured at  
                 NUMMI, requires the California Public Utilities  
                 Commission to direct Pacific Gas and Electric Company  
                 to reduce NUMMI's public goods benefit charges by 70%  
                 for two years, provides a priority for grants awarded  
                 under the federal Workforce Investment Act, and enacts  
                 a sales and use tax exemption similar to this bill.   








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                 The measure is currently in the Assembly Rules  
                 Committee.  






            Support and Opposition

                 Support:None.



                 Oppose:None



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            Consultant: Colin Grinnell
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