BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 74
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          SENATE THIRD READING
          SB 74 (Budget and Fiscal Review Committee)
          As Amended  June 25, 2009
          2/3 vote.  Urgency

           SENATE VOTE  :Vote not relevant  
           
           SUMMARY  :  Enacts statutory changes necessary to implement  
          various cash payment deferrals, cash management provisions, and  
          improvements to collection of accounts receivable that have been  
          adopted as part of the 2009-10 Conference Budget package.   
          Specifically,  this bill  :

          1)Revises the K-12 School Payment Schedule.  Changes the  
            scheduled flow of all state payments to K-12 local educational  
            agencies (LEAs) to five percent in July, 5% in August, and 9%  
            in each month thereafter (September through June).

          2)Enacts K-12 Inter-Year Payment Deferrals  .   Authorizes a $1.7  
            billion deferral of K-12 principal apportionment payments to  
            (LEAs) from 2009-10 to 2010-11.  Commencing in 2009-10, this  
            includes $678.6 million in April payments and $1.0 billion in  
            June payments that will be shifted to August of the next  
            fiscal year. 

          3)Enacts K-12/Community College Payment Deferrals for the  
            Quality Education Improvement Act (QEIA).  Requires that $450  
            million in K-12 payments and $48 million in Community Colleges  
            payments pursuant to the QEIA will be released no sooner than  
            October 8 of each year.  According to current practice, 80% of  
            QEIA payments are made in July and 20% are made in January of  
            each year.   

          4)Provides for K-12 Intra-Year Payment Deferrals.  Shifts $1  
            billion in K-12 revenue limit apportionment payments to LEAs  
            from October to December of 2009 and shifts an additional $1  
            billion in apportionment payments from November 2009 to  
            January 2010.  Hardship exceptions are provided for school  
            districts, county offices of education and charter schools  
            that are unable to meet expenditure obligations for the period  
            that payments are deferred. 

          5)Defers up to $750 million in General Fund (GF) payments to the  
            University of California (UC) that otherwise would have been  








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            dispersed from the State Treasury for the months of July, 2009  
            through September, 2009.  Of this amount, $250 million will be  
            repaid to the UC in October 2009; the remaining payments will  
            be repaid no earlier than April 2010 and no later than June  
            30, 2010 (as determined by the Director of Finance).  This  
            amount is in additional to the $500 million cash deferral  
            enacted by the Legislature in 2008, thus shifting  
            approximately $1.25 billion in payments throughout the fiscal  
            year.  

          6)Defers $290 million in GF payments to the California State  
            University (CSU) that otherwise would have been dispersed from  
            the State Treasury for the month of July, and instead makes  
            this payment in October, 2009. 

          7)Increases, by $115 million the amount of Community College  
            General Apportionment payments that are deferred from April,  
            May, and June 2009 to July 2010.  With this additional  
            deferral, the state will be deferring a total of $655 million  
            in Community College payments from one fiscal year to the  
            next.  

          8)Defers Proposition 42 transportation payments.  Defers the  
            October 2009 and January 2010 Proposition 42 allocations to  
            cities and counties, with full repayment on May 31, 2010.  The  
            amount of each quarter's deferral is approximately $144  
            million.  The Proposition 42 funding is for improvements to  
            local streets and roads.

          9)Continues the authority to borrow lottery funds for cash-flow  
            purposes.  Current law allows cash-flow borrowing from certain  
            lottery funds.  However, this authority has a sunset date of  
            September 30, 2009.  The sunset date is associated with a  
            proposal to securitize future lottery revenues, which was  
            rejected by voters in the May 2009 election.  Since future  
            lottery funds are not available for securitization, the  
            current sunset on cash-flow borrowing is no longer necessary.   
            The Administration estimates up to $360 million in lottery  
            funds may be available for cash-flow borrowing in 2009-10.   
            Internal borrowing of this type saves GF interest costs by  
            reducing the amount of more-expensive external borrowing.

          10)Authorizes state agencies to impose a reasonable fee for the  
            actual cost of its collections of past due accounts.  Increase  








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            the amount of debt which state agencies can discharge from  
            collections activity from $250 to $500.  The Administration  
            believes this will increase revenue collection by focusing  
            staff resources on larger receivables.  The Administration  
            estimates these changes will increase GF revenues by $4.4  
            million.

          11)Revises the Prompt Payment Act.  Requires that late payment  
            penalties be paid to the claimant if payment in not issued  
            within 45 calendar days from the state agency receipt of an  
            undisputed invoice.  Under currently law, late payment  
            penalties are triggered by the same 45 day period but also if  
            a state agency fails to submit a correct claim schedule to the  
            Controller by the required payment approval date, or if the  
            Controller fails to make a payment with 15 calendar days of  
            receipt of the claim schedule from the state agency.  This  
            bill would only apply the late payment penalties if the 45 day  
            period has passed.  Also clarifies that payments made with  
            registered warrants (state IOUs) qualify as payments under the  
            Prompt Payment Act.  However, registered warrants will pay  
            interest as provided by law.

          12)Urgency Clause:  Declares this bill take effect immediately  
            as an urgency statute.



           Analysis Prepared by  :    Daniel Rabovsky / BUDGET / (916)  
          319-2099

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