BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 116
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          Date of Hearing:   June 8, 2009

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                                  Pedro Nava, Chair
                   SB 116 (Calderon) - As Amended:  April 28, 2009

           SENATE VOTE  :   36-0
           
          SUBJECT  :   State warrants.

           SUMMARY  :   Makes changes intended to improve the states ability  
          to sell registered reimbursement warrants also known as revenue  
          anticipation warrants (RAWs) the next time the states fiscal  
          situation requires a reimbursement warrant sale.   Specifically,  
           this bill  :   

          1)Adds RAWs and other warrants issued by the state to the list  
            of eligible securities for the investment of state surplus  
            moneys.

          2)Authorizes the Pool Money Investment Board (PMIB) to fix the  
            rate of interest paid on any RAW at no more than 12 percent  
            per annum, if it determines that doing so is in the best  
            interest of the state.

          3)Modifies other related interest rate ceilings, by providing  
            for a maximum interest rate of 12 percent on registered  
            warrants, including those issued on account of nonpayment of  
            principal or interest on revenue anticipation notes, and a  
            maximum interest rate of 11 percent on registered warrants  
            issued to pay obligations under any state credit enhancement  
            or liquidity agreement.

          4)Authorizes the California State Controller (Controller), with  
            the concurrence of the Department of Finance (DOF) and the  
            Office of the State Treasurer (Treasurer), to fix periodic  
            payment dates for interest on RAWs or provide that interest on  
            these warrants be paid only upon redemption, as specified.

          5)Prohibits the Controller from selling RAWs at less than face  
            value.

          6)Clarifies that any premium received in connection with the  
            sale of any RAW be deposited in the General Fund and used for  
            the payment of interest on those RAWs.








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          7)Allows the Controller to sell RAWs that may be redeemed by  
            PMIB, prior to the RAW's maturity date, at a redemption price  
            not to exceed 110 percent of the principal amount of the RAW,  
            plus accrued interest.

          8)Provides that if, at any time, it is necessary to issue  
            registered warrants on account of nonpayment of interest on a  
            RAW, the registered warrants would pay interest at the fixed  
            or variable rate specified in the RAW, but further provides  
            that in no case may the total sum of interest payments paid on  
            the RAWs and the registered warrants exceed the interest that  
            could have accrued on the RAWs, if those warrants had been  
            issued at a rate of 12 percent per annum.

          9) Makes additional, conforming changes.

          10)Contains an urgency clause.  

           EXISTING LAW  

          1)Authorizes the issuance of registered reimbursement warrants  
            and other warrants by the state [Government Code Sections  
            17200 et seq.], and authorizes the Treasurer, Controller, and  
            DOF, sitting on the PMIB, to set the rate of interest on RAWs  
            (Section 17222).

          2)Provides that, in lieu of prescribing a precise interest rate  
            on RAWs, the PMIB may fix a maximum rate of interest for the  
            RAWs (currently capped at five percent), and prescribe that  
            the interest rate is either of the following:

                  a)        Fixed, in accordance with the best bids for  
                    the warrants, if the warrants are sold at public sale.

                  b)        Fixed or variable on the terms and conditions  
                    the Controller must approve at the time the warrants  
                    are sold, if the warrants are sold in negotiated sales  
                    (Section 17244).

          3)Provides that, if the Controller requests that RAWs be issued,  
            and the Governor determines that the need for those RAWs is  
            justified, a copy of the written request from the Controller  
            must be provided to the chairperson and vice chairperson of  
            the Senate Committee on Budget and Fiscal Review and the  








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            Assembly Committee on Budget, the chairperson and vice  
            chairperson of the Joint Legislative Budget Committee, and the  
            chairperson and vice chairperson of the Senate and Assembly  
            Committee on Appropriations (Section 17240.5).

          4)Provides that, no later than 15 days following the completion  
            of a RAW issuance, the Controller shall report on the specific  
            details of the issuance to the legislative committees  
            referenced immediately above (Section 17240.5).

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   According to the Author's office this bill is  
          cleanup legislation, intended to allow the state to make use of  
          the changes enacted at the request of the State Controller  
          through AB 1533 (Assembly Committee on Banking and Finance),  
          Chapter 336, Statutes of 2007.  In 2007, in order to improve the  
          state's ability to meet its fiscal obligations during difficult  
          fiscal times, the State Controller sponsored legislation  
          allowing it to sell RAWs at variable rates, rather than only at  
          fixed rates, and through negotiated sales, rather than only  
          through public sales.  

          Unfortunately, when the Controller engaged in preliminary  
          discussions during the fall of 2008, to test the waters for a  
          possible RAW sale, the Controller learned that additional  
          statutory changes would be necessary, before the Controller's  
          office could fully utilize the authority given to it through AB  
          1533.  SB 116 contains those statutory changes, which have been  
          developed through discussions among the State Controller, State  
          Attorney General, State Treasurer, and the state's bond counsel,  
          Orrick, Herrington & Sutcliffe. 

          The statutory changes contained in SB 116 would allow the state  
          to sell RAWs with interest rates of up to 12% (compared to the  
          existing cap of 5%), if it became necessary to do so.  The  
          state's credit rating, which is currently the lowest among all  
          fifty states, may make it difficult to sell enough fixed  
          interest rate RAWs, and impossible to sell variable interest  
          rate RAWs, with a cap of 5%, in the current market environment.   
          Other changes would authorize the state to pay periodic interest  
          on RAWs, rather than paying interest only upon RAW redemption,  
          and to issue "callable" RAWs that would allow the state to pay  
          them off prior to their maturity dates.  The bill would also  
          update existing, outdated statutes that restrict certain state  








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          entities from investing in state warrants, something they may  
          wish to do, if the warrants bear attractive interest rates.   
          RAWs and other warrants are already permitted investments for  
          local agencies; SB 116 would add these as permitted investments  
          for state agencies.  Finally, the bill addresses the ways in  
          which the state would handle certain "what if/worse case"  
          scenarios, which are unlikely to happen, but on which existing  
          law is silent.  

          Background:   California uses several types of state obligations  
          to help with its cash flow management, including revenue  
          anticipation notes and warrants.  

          Revenue anticipation notes are short-term financing tools used  
          to borrow money within a fiscal year.  Their issuance is quite  
          common, and is necessitated by the fact that the state's revenue  
          stream, which peaks in April and can fall considerably during  
          months in which tax receipts are low, does not evenly match its  
          expenses, which are more evenly spread across the fiscal year.  

          Warrants are the government equivalent of checks, and are issued  
          by the State Controller nearly every business day of the year,  
          in order to pay state obligations.   Three types of warrants may  
          be used when the state suffers a revenue shortfall, including  
          registered warrants, registered reimbursement warrants, and  
          registered refunding warrants.  The differences are as follows:

          Registered warrants are like checks written against insufficient  
          funds.  Normally, all warrants issued by the Controller are paid  
          upon presentation.  Warrants are payable from so-called  
          "unapplied money," which is the state's version of the balance  
          in its checking account after deducting all checks outstanding.   
          In order for the Controller to determine whether the state has  
          enough unapplied money to pay all warrants it is required to  
          issue on any given day, the Controller must rank the obligations  
          that are to be paid.  Some types of obligations have priority  
          over others.  For example, general obligation bond debt service  
          has priority over payments to vendors supplying goods and  
          services to state agencies.  If, after ranking all of the  
          state's obligations and setting aside all money that must be  
          earmarked, reserved, or otherwise set apart for higher ranking  
          obligations, the Controller determines that there is not enough  
          unapplied money to pay a warrant, the warrant will be  
          registered.  In issuing these registered warrants, the state is  
          promising to pay their face value as soon as sufficient  








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          unapplied money is available.  Registered warrants bear interest  
          until they are paid.

          RAWS are like marketable, post-dated checks.  They are sold by  
          the Controller to the public, to raise cash to pay state  
          obligations, in lieu of issuing individual registered warrants  
          to numerous creditors.  RAWs are not due to be paid by the state  
          until their maturity date, which is established by the  
          Controller at the time the RAWs are issued.  Like registered  
          warrants, they bear interest until they are paid.  The issuance  
          of RAWs is quite rare and has only occurred seven times since  
          they were authorized in 1936 (1936, 1982, 1992, 1993, 1994,  
          2002, and 2003). 

          Registered refunding warrants can be sold by the Controller to  
          the public to pay maturing RAWs.  Like RAWs, refunding warrants  
          are like post-dated checks.  They have a maturity date, and bear  
          interest until paid.

          Although the State Controller is the lead agency responsible for  
          issuing RAWs, the process of issuing all state obligations is  
          collaborative involving the Governor (sometimes directly and  
          sometimes through the Department of Finance), State Treasurer,  
          State Controller, Director of Finance, and Attorney General, as  
          well as several private sector financial advisors and bond  
          counsel knowledgeable about these instruments.  Thus, despite  
          the fact that the Controller is the lead agency responsible for  
          issuing RAWs, the Treasurer, Attorney General, and multiple  
          other government entities are very involved in the issuance  
          process.
           
          Approval process:   Before RAWs may be issued, the Governor must  
          approve both their issuance and the maximum amount that may be  
          issued.  Once RAW issuance is approved by the Governor, the  
          Treasurer, Controller, and Director of Finance, sitting as the  
          PMIB, set the maximum rate of interest of and approves the  
          payment procedures for RAWs.  Once the maximum amount of RAWs,  
          the maximum rate of interest, and the payment procedures are  
          approved, the Controller may issue the RAWs.  The Attorney  
          General and bond counsel must issue opinions regarding the  
          legality of RAW issuance, and the Treasurer, Controller, and  
          Department of Finance must issue certifications and other  
          documents relating to their issuance.
           
          The approval process for issuing refunding warrants is similar  








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          to that for RAWs, except that the Treasurer, rather than the  
          Governor, approves their issuance.
           
          Previous Legislation:   AB 1533 (Assembly Banking and Finance  
          Committee), Chapter 336, Statutes of 2007, authorized the state  
          to sell RAWs at variable interest rates, through negotiated  
          sales and required the Controller to formally notify the  
          Legislature about the proposed sale of any RAWs, and about the  
          details of any RAW issuances, by notifying the Chair and Vice  
          Chair of the Senate and Assembly Budget and Appropriations  
          Committees.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California State Controller (Sponsor)
          California State Attorney General
          California State Treasurer
          ORRICK
           
            Opposition 
           
          None on file.

           Analysis Prepared by  :    Kathleen O'Malley / B. & F. / (916)  
          319-3081