BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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                                 THIRD READING


          Bill No:  SB 53
          Author:   DeSaulnier (D)
          Amended:  As introduced
          Vote:     27 - Urgency

           
           SENATE JUDICIARY COMMITTEE  :  5-0, 3/24/09
          AYES:  Corbett, Harman, Florez, Leno, Walters

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


           SUBJECT  :    Tobacco settlement monies:  Master Settlement  
          Agreement

          SOURCE  :     Attorney Generals Office


           DIGEST  :    This bill authorizes the Attorney General to  
          negotiate amendments to the Master Settlement Agreement  
          that would not materially adversely alter, limit or impair  
          the rights to receive tobacco assets or in any way  
          materially impair the rights and remedies of bondholders or  
          the security for their bonds.

           ANALYSIS  :    Existing law authorizes the California  
          Infrastructure and Economic Development Bank to sell for,  
          and on behalf of, the state all or any portion of the  
          tobacco assets to a special purpose trust (not-for-profit  
          corporation) that in turn is authorized to issue bonds and  
          enter into agreements with public and private entities.   
          The five voting members of the State Public Works Board  
          serve ex officio as the directors of the special purpose  
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          trust.  Except as specified, the net proceeds of the sale  
          of any tobacco assets by the bank shall be deposited in the  
          General Fund.  (Government Code Section 63049.1.)

          Existing law requires, on or before the effective date of  
          the sale, the state (through the Attorney General [AG]),  
          upon the direction of the bank, to notify the California  
          escrow agent under the Master Settlement Agreement (MSA)  
          and the California escrow agreement that the sold tobacco  
          assets have been sold to the special purpose trust and to  
          irrevocably instruct the California escrow agent that, as  
          of the applicable effective date, the tobacco assets sold  
          are to be paid directly to the trustee for the applicable  
          bonds of the special purpose trust.  (Government Code  
          Section 63049.4.)

          Existing law provides that the state pledges and agrees  
          with the holders of any bonds issued by the special purpose  
          trust that it will not amend the MSA, the Memorandum of  
          Understanding (MOU), or the escrow agreement, or take any  
          action, in any way that would alter, limit, or impair the  
          rights to receive tobacco assets sold to the special  
          purpose trust, nor in any way impair the rights and  
          remedies of bondholders or the security for those bonds  
          until those bonds are fully paid and discharged.  (Id.)

          Existing law provides that the state pledges that the sale  
          of tobacco assets shall not alter, limit, or impair the  
          rights of participating jurisdiction s (57 counties and  
          several cities).  (Government Code Section 63049.5.)

          Existing law defines various relevant terms, including  
          "Master Settlement Agreement," "memorandum of  
          understanding," and "tobacco assets."

          This bill authorizes the AG to negotiate amendments to the  
          MSA, the MOU, and the California escrow agreement, provided  
          that those amendments do not materially adversely alter,  
          limit, or impair the rights to receive tobacco assets sold  
          to the special purpose trust, nor in any way materially  
          impair the rights and remedies of bondholders or the  
          security of their bond until those bonds, together with the  
          interest on the bonds and costs and expenses in connection  
          with any action or proceeding on behalf of the bondholders,  

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          are fully paid and discharged.

          This bill provides that the state pledge that the sale of  
          tobacco assets will not materially adversely alter, limit,  
          or impair the rights of the participating jurisdictions.

           Background

           In November 1998, the attorneys general of 46 states  
          (including California), the District of Columbia, and  
          certain territories ("Settling States") entered into the  
          MSA, a structured settlement agreement with various tobacco  
          manufacturers for the payment of monies ("tobacco assets")  
          to the Settling States.  In August 1998, California entered  
          into a MOU with various local governments of the state  
          ("participating jurisdictions") to coordinate pending cases  
          and to allocate certain portions of the recovery under the  
          MSA.  The San Diego County Superior court approved the MSA  
          and MOU in December 1998 ("consent decree and final  
          judgment").

          The MSA requires the participating manufacturers to pay the  
          Settling States amounts in the billions of dollars every  
          year in perpetuity.  California's allocable share of annual  
          payments is fixed by the MSA at 12.76%.  The state splits  
          its MSA payments on a 50-50 basis with the participating  
          jurisdictions pursuant to the MOU.

          SB 1831 (Peace), Chapter 414, Statutes of 2002, Tobacco  
          Settlement State Securitization, authorizes the state to  
          sell its right to receive future payments under the MSA, in  
          order to provide General Fund revenue to the state.  The  
          authorizing legislation, Government Code Section 63049 et  
          seq., provides that the state will sell its right to  
          receive future MSA payments, the tobacco assets, to a  
          special purpose trust, also established by SB 1831.  The  
          special purpose trust is authorized to issue bonds,  
          pledging the tobacco assets as security.  Beginning in  
          2003, the Golden State Tobacco Securitization Corporation  
          has issued and reissued tobacco settlement bonds at several  
          times. The AG states that more than $5 billion has been  
          raised for the state.  The authorizing legislation  
          prohibits the state from amending the MSA or MOU in any way  
          that would impact MSA payments.  Any MSA amendment that  

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          would change how participating manufacturers' payments are  
          calculated or the amount of such payments to the Settling  
          States cannot become effective unless all MSA Settling  
          States agree to the amendment.  This bill is intended to  
          give the AG the flexibility to agree to amendments to the  
          MSA or MOU is such amendments do not materially adversely  
          affect the right to receive tobacco assets or materially  
          impair bondholders' rights and remedies.

           Prior Legislation

           SB 1831 (Peace), chapter 414, Statutes of 2002.  (See  
          Background Section for details.)

          AB 1752 (Assembly Budget Committee), Chapter 225, Statutes  
          of 2003, provided that the General Fund may be a guarantor  
          for the sale of tobacco securitization bonds; increased the  
          potential sale of tobacco securitization bonds to $5  
          billion, and placed a $150 million cap on appeal bonds for  
          appealing of court judgments against tobacco companies who  
          are parties to the MSA.

           Reasons Asserted for Urgency Clause  .  This bill is an  
          urgency statute.  The reasons given for the urgency are:

          1.All 46 Settling States, including California, must agree  
            to any amendment to the MSA.

          2.One amendment is ready for approval, but it cannot go  
            into effect until California agrees.

          3.Other amendments are in negotiations, and if resolved,  
            would require California's approval.

          4.The AG needs the flexibility to agree to MSA amendments  
            in a timely manner provided they inure to the benefit of  
            Settling States and do not materially adversely affect  
            tobacco payments or impair bondholder rights and  
            remedies.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  4/13/09)

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          Attorney General's Office (source)
          American Federation of State, County and Municipal  
          Employees, AFL-CIO
          State of Washington

           ARGUMENTS IN SUPPORT  :    The author's office and the  
          sponsor, the AG, write:

          "The principal problem presented by the authorizing  
          legislation (SB 1831) is that the state has promised not to  
          agree to any amendment to the MSA, the MOU or the Escrow  
          Agreement, even if - it could be argued - the proposed  
          amendment would likely increase tobacco company payments to  
          the state or reduce the risk that the payments will be  
          adversely affected by one of the many potential  
          "adjustments" to the payments that are laid out in the MSA.  
           Among states that have securitized all or part of their  
          future MSA payments, only California is required to promise  
          the bondholders that the state will not agree to amend the  
          MSA in any way that would alter the rights to receive MSA  
          payments pledged as security for the bonds.  Any MSA  
          amendment that would change how participating  
          manufacturers' payments are calculated or the amount of  
          such payments to the states cannot become effective unless  
          all MSA Settling States agree to the amendment.

          "California's legal inability to agree to amendments to the  
          MSA hampers or could even thwart efforts by the Settling  
          States as a whole to increase MSA revenues through  
          admitting additional tobacco companies to the MSA and to  
          lower the risk of negative Non-Participating Manufacturer  
          (NPM) Adjustments to payments in future years by  
          restructuring the adjustment.  Without California as a  
          signatory and its corresponding 12.76% allocable share of  
          MSA payments, most such salutary amendments would fail for  
          lack of 'critical mass.'"


          RJG:cm  4/14/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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