BILL ANALYSIS                                                                                                                                                                                                    






                        SENATE COMMITTEE ON BANKING, FINANCE,
                                    AND INSURANCE
                           Senator Ronald Calderon, Chair


          AB 1051 (Fletcher)            Hearing Date:  July 1, 2009  

          As Amended: April 28, 2009
          Fiscal:             Yes
          Urgency:       No

           SUMMARY    For purposes of the CalVet Home Loan program, would  
          authorize the California Department of Veterans Affairs (CDVA)  
          to establish apart from the fund for the Home Loan program a  
          pooled self-insurance fund in the State Treasury to enable  
          consolidation of CalVet's four currently authorized insurance  
          programs into a group of subfunds administered jointly and to  
          require CDVA to file an annual report with the Legislature about  
          the health of the fund. 
          
           DIGEST
            
          Existing law
            
             1.   Provides that admitted insurers are authorized to enter  
               into agreements with the Department of Veterans Affairs to  
               furnish insurance covering property being purchased from  
               the department under the Veterans' Farm and Home Purchase  
               Act of 1943, at such special rates and with forms of  
               coverage as are determined by the Director of Veterans  
               Affairs to be reasonable. The use of such rates and forms  
               by insurers are expressly permitted by the Insurance Code.

             2.   Establishes the Veterans' Farm and Home Purchase Act of  
               1943 and the Farm and Home Building Fund of 1943 (1943  
               Fund) to further the purposes of the 1943 Act and related  
               Acts.

             3.   Authorizes or requires various insurance coverages to be  
               purchased or provided with respect to the properties in  
               which the department maintains an interest.

             4.   Authorizes the department to operate four separate  
               insurance reserve funds to provide adequate and affordable  
               insurance programs for the properties in the program.  The  
               four funds are:




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                  a.        The Disaster Indemnity Fund, covering  
                    earthquake and flood risks;
                  b.        The Fire and Hazard Insurance Fund;
                  c.        The CalVet Legacy Self-Insurance and  
                    Disability Fund; and
                  d.        The CalVet Primary Mortgage Insurance Fund
           










































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          This bill

              1.   Requires the Department of Veterans Affairs (CDVA) to  
               establish and maintain a Pooled Self-Insurance Fund in the  
               State Treasury to consolidate, in the discretion of the  
               Secretary, the reserves of its various insurance funds.

             2.   Requires CDVA To adopt rules and regulations to  
               administer the Fund and authorizes insurance purchases from  
               monies in the Pooled Fund.

             3.   Requires an annual CDVA report to the Legislature on any  
               insurance coverage implemented or required by the CDVA.   
               The report is to include, but not be limited to, the type  
               of insurance coverage, its cost, loss-ratio information,  
               the reason for purchasing the insurance, and any changes in  
               existing insurance coverage and the reason for those  
               changes.

             4.   The annual report must show, for all subfunds, that  
               within three years of borrowing rates have adjusted to  
               balance income to expenses and any internal borrowing has  
               been repaid in full. Each subfund is required to be  
               self-sufficient within three years of the date it borrowed  
               from another subfund.

             5.   Six months after the Pooled fund is created, and  
               biennially thereafter, there shall be an audit of each  
               subfund to ensure adequate rates are being charged. Premium  
               rates of each subfund must be monitored and adjusted  
               annually to ensure self-sufficiency and reconcile internal  
               borrowing between subfunds.

             6.   The CDVA Secretary is authorized, upon declaration of  
               emergency, to permit the Pooled Self-Insurance Fund to  
               borrow from the Veterans' Farm and Home Building Fund of  
               1943, subject to the requirement that such borrowed funds  
               are to be fully repaid from the Pooled Self-Insurance Fund  
               within a period of time not to exceed three years.  Upon  
               the dissolution or termination of any subaccounts or  
               subfunds in the Pooled Fund, any excess moneys shall revert  
               to the Veterans' Farm and Home Building Fund of 1943.

             7.   The measure states it is the intent of the Legislature  
               to establish the Pooled Self-Insurance Fund in order to  
               ensure that each of the department's insurance reserve  




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               funds are self-sufficient and adequately maintained for the  
               benefit of the contract purchasers. For reasons of prudent  
               financial management, the department will pool the reserves  
               for the purpose of providing reliable, consistent, and  
               affordable home protection, and to encourage the  
               strengthening of bond ratings, thereby increasing the  
               efficacy of the Veterans' Farm and Home Purchase Act of  
               1974.

           COMMENTS

              1.   Purpose of the bill Current law does not allow the  
               commingling of moneys among the four insurance reserve  
               funds.  With the exception of the Disaster Indemnity Fund,  
               premiums for the other three insurance reserve funds are  
               paid directly into the CalVet Program's operating fund, and  
               shortfalls experienced by these funds result in use of the  
               Program Fund to reconcile any insurance-related deficit.
             2.   This bill, sponsored by the CDVA, is intended to remove  
               the insurance reserve funds from the CalVet Program Fund,  
               and then combine the four insurance reserve funds into one  
               Pooled Self-Insurance Fund with segregated sub-accounts,  
               and authorize the insurance reserve funds to subsidize each  
               other, as needed.  According to the department, this will  
               stabilize CalVet insurance program reserves, and by  
               reducing the potential for the insurance programs to seek  
               financial assistance from the 1943 Fund, support a  
               strengthening of CalVet bond ratings, thus helping to  
               reduce borrowing costs in the home loan program.
           
             3.   Background  Since 1922, the CDVA has administered the  
               CalVet Home Loan Program, which finances the purchase of  
               homes and farm properties to eligible veterans as a  
               self-supporting bond enterprise fund with no impact on the  
               State's general Fund. It is funded primarily by  
               self-liquidating general obligation bonds approved by the  
               voters, the most recent being in November 2008.  The  
               program sells properties to veterans using contracts of  
               purchase whereby the Program retains the title to the  
               properties until the veteran has paid in full, after which  
               the legal title is transferred from the CDVA to the  
               veteran. 

             4.   The CalVet Program has four insurance reserve funds: the  
               Disaster Indemnity Fund (covers earthquakes and floods),  
               the Fire & Hazard Insurance Fund, the CalVet Legacy  




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               Self-Insurance & Disability Fund, and the CalVet Primary  
               Mortgage Insurance Fund.  All of these insurance programs  
               are either mandated or authorized by state law and are  
               intended to provide additional security for the CalVet  
               Program's interest in the properties.

               From a regulatory standpoint, both the Disaster Indemnity  
               Fund and the CalVet Primary Mortgage Insurance Fund are  
               types of insurance that are subject to the risk of periodic  
               "catastrophe" losses.  To avoid an excessive aggregating of  
               risk of loss, these lines are established in the ordinary  
               residential insurance market as monolines and subjected to  
               other rules to avoid an excessive aggregation of risk.  For  
               the CalVet program, a key element of its success has  
               traditionally been the nature of its program availability  
               inevitably leads to a wide distribution geographically of  
               the properties it owns which its veterans are paying off  
               over time. 

               To illustrate how their portfolio addresses the risk  
               exposure from its Mortgage Guaranty Insurer operations, 42%  
               of its loans are pre-2000. 28% are 2000-2004 and 30% are  
               2005 and later and none of the loans they insure are  
               variable rate loans, 40 year loans, or interest-only loans.  
                CalVet reports that its delinquency and foreclosure rates  
               are lower than those for the mortgage guaranty programs of  
               the US Department of Veterans Affairs and the Federal  
               Housing Administration:
                                 FY 2008/09 delinquency rates
                         CalVet 4.87%        USDVA 5.19%    FHA 7.28%

                                 FY 2008/09 foreclosure rates
                    CalVet 0.64%                       USDVA 0.83%FHA  
               1.04%

               Finally, CalVet has provided documentation that their loan  
               delinquencies are spread across all counties in California,  
               which is an appropriate risk mitigation strategy to avoid  
               excessive geographic concentrations of risk in the mortgage  
               guaranty line of insurance.

             5.   With the exception of the Disaster Indemnity Fund,  
               premiums for the other three insurance reserve funds are  
               paid directly into the CalVet Program's operating fund-the  
               Farm and Home Building Fund of 1943.  Shortfalls  
               experienced by the three non-segregated funds currently  




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               result in use of the 1943 Fund to reconcile a deficit.

             6.   In fiscal year 2007/2008, the Fire & Hazard insurance  
               program experienced a $1.2 million loss, while the  
               Indemnity program had a $1.3 million gain.  Because the  
               premiums for Fire & Hazard coverage are paid directly into  
               the 1943 Fund, all claims and operating expenses are paid  
               directly from the 1943 Fund. Therefore, the shortfall  
               experienced by the Fire & Hazard reserve fund resulted in  
               the use of the 1943 Fund in order to reconcile the deficit.

             7.   In the 2006/2007 fiscal year, both reserve funds showed  
               an increase at year end; however for several years prior,  
               the Indemnity fund operated at a loss. Under a worst case  
               scenario, multiple major disasters could have a major  
               effect on the solvency of the 1943 Fund and cause the  
               Program to default on bond payments.  If this were to  
               occur, taxpayers would have to make the debt service  
               payments.

               This outcome, however unlikely, has nonetheless been fully  
               disclosed to California voters and taxpayers.  The analysis  
               of Proposition 12 on the November 2008 ballot, which  
               authorized the state to sell an additional $900 million in  
               general obligation bonds to support the Cal-Vet program and  
               was approved (63.6% "Yes") , stated as follows:


                    "Throughout its history, the Cal-Vet program has been  
                    totally supported by the participating veterans, at no  
                    direct cost to the taxpayer. However, because general  
                    obligation bonds are backed by the state, if the  
                    payments made by those veterans participating in the  
                    program do not fully cover the amount owed on the  
                    bonds, the state's taxpayers would pay the  
                    difference."


              8.   Conclusion  Based upon the CalVet program  
               characteristics, experience, and structure of operations,  
               and based also upon the fact that, in effect, all veterans  
               are simultaneously insured by all programs, AB 1051's  
               approach to pooling the varied insurance risks should not  
               produce an identifiable disparate impact on any veteran in  
               any fund and for the program as a whole, will not  
               materially alter the risks, financially speaking, from  




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               those that exist today.  This latter point follows from the  
               fact the existing program is now backstopped by the  
               Veterans' Farm and Home Building Fund of 1943 and  
               ultimately the General Fund, based on the G.O. bonds that  
               provide funding for the CalVet enterprise fund.
              
              9.   The author states  , "a change is needed to increase the  
               solvency of the CalVet Home Loan insurance programs  
               overall.  Current legislation does not allow for this  
               co-mingling of reserves, as only the Indemnity Fund is  
               statutorily mandated as separate from the Program's  
               Operating Fund.  This bill will allow the other three  
               insurance funds to operate outside of the 1943 Fund similar  
               to the Disaster Indemnity Fund." 

             10.   By allowing all four insurance funds to operate in  
               manner such as the Disaster Indemnity fund, the 1943 Fund  
               will remain solvent, with a better bond rating and with  
               more funds available to loan program. This would enable the  
               1943 fund the flexibility to meet the growing needs of the  
               CalVet Farm and Home Loan Program brought about by the  
               change in federal law that opened up the program to all  
               post-1977 military veterans.
           
             11.   Support  In support of the bill, the Department of  
               Veterans Affairs , which is the sponsor has advised the  
               committee that a key feature of the CalVet insurance  
               programs is that they are all mandatory insurance programs  
               for each veteran who participates in the program. This  
               means that while AB 1051 will consolidate CalVet insurance  
               program subfunds in the Pooled fund created by this bill  
               (authorizing borrowing between funds as needed) since  
               essentially all veteran loan holders participate in all  
               insurance programs, no veteran will lose money as a result  
               of any borrowing and loss of interest earnings in any  
               subfund whereas all interest earned on any reserve in the  
               fund would benefit all program Veterans.

             12.   CalVet has advised the committee it retains numerous  
               consultants to assist in the operation of its insurance  
               programs and maintains contact with the Department of  
               Insurance for assistance as needed, particularly on matters  
               regarding the financial security of insurers.
           
              13.   Opposition  None
           




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              14.   Questions  None

             15.   Suggested Amendments None
           
             16.   Prior Legislation  None 

           POSITIONS
          
          Support
           
          American Legion, Department of California
          California Association of Veterans Service Officers (CVSO)
           
          Oppose
               
          None

          Principal Consultant:   Kenneth Cooley (916) 651-4102