BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 39
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          Date of Hearing:   May 15, 2013

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                     AB 39 (Skinner) - As Amended:  May 8, 2013 

          Policy Committee:                              Natural  
          ResourcesVote:15-0
                        Utilities and Commerce                  9-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY

           This bill requires the California Energy Commission (CEC) to  
          develop a program to award funding for the purposes of the Clean  
          Energy Jobs Act (Prop 39).  Specifically, this bill: 

          1)Requires the CEC to develop a program to distribute grants,  
            loans or other financial assistance to K-14 public schools for  
            eligible clean energy or other energy system improvements.   
            For each fiscal year that Prop 39 revenue is deposited in the  
            Clean Energy Job Creation Fund (i.e., the next five years),  
            this bill requires:

             a)   75% for grants to K-14 recipients for eligible projects.
             b)   25% for low- or no-interest revolving loans to K-14,  
               public universities or public buildings for eligible  
               projects and technical assistance.

          1)Requires the CEC to ensure that each region of the state  
            receives a share reasonably equivalent to its proportion of  
            statewide average daily attendance (ADA).

          2)Requires the Fund to be available, upon appropriation by the  
            Legislature, to support: 

             a)   Energy-related job training and workforce development by  
               the California Conservation Corps or other specified  
               workforce development programs.
             b)   PACE or similar programs.

          1)Requires all recipients to submit a specified report to the  








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            Citizen's Oversight Board (COB) and within one year, and  
            requires the COB to report this information to the Legislature  
            and the public annually.

           FISCAL EFFECT  

          1)Cost pressures in the hundreds of millions of dollars from  
            Prop 39 proceeds for this program.

          2)CEC would require additional resources, potentially in the  
            $16.5 million range, to administer a new program.

            Prop 39 prohibits overhead costs in excess of 4 percent of the  
            total funding.  Previous grant programs administered by the  
            CEC have cost between 1% and 3% of the amount appropriation.

           
          COMMENTS
           
           1)Rationale.   According to the author, 70% of K-12 public school  
            classrooms are over 25 years old. Combined, schools account  
            for approximately 10% of all commercial energy consumption,  
            which costs taxpayers $700 million a year.  This is more than  
            what is annually  spent on books or supplies. 

            The savings from more efficient buildings will give schools  
            flexibility to pay for student learning, rather than utility  
            bills. Retrofits at Oakland Unified School District, Murrieta  
            Valley Unified School District and Antelope Valley High School  
            District, saw annual savings of $100,000, $420,000, and  
            $303,000 respectively.

            This bill is intended to ensure schools receive and prioritize  
            high-quality facility retrofits and installations that lead to  
            persistent energy savings.

           2)Prop 39.   In November 2012, California voters approved Prop 39  
            to repeal the law allowing multi-state businesses to choose a  
            formula for calculating their California income tax liability.  
             Prior to Prop 39, businesses were able to calculate their tax  
            liability by using the formula that resulted in lower taxes  
            owed.  Beginning in 2013, multi-state businesses are required  
            to use the single-sales factor method of determining taxable  
            income.  This change is estimated to increase the state's  
            annual corporate tax revenues by as much as $1.1.








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            This voter-approved measure dedicates $550 million, or 50  
            percent of the annual increase in revenues, whichever is less,  
            for fiscal years 2013-14 through 2017-18 to the (Fund) for  
            projects that create energy efficiency and clean energy jobs  
            in California.  Funds are available upon appropriation by the  
            Legislature and may include:

               a)     Energy efficiency and clean energy installations at  
                 public schools, universities and colleges, and other  
                 public buildings. 

               b)     Job training and workforce development on clean  
                 energy and energy efficiency programs.

               c)     Financing and technical assistance to fund Property  
                 Assessed Clean Energy (PACE) programs.

            Prop 39 establishes a Citizens Oversight Board (COB), composed  
            of nine members appointed by the State Treasurer, the State  
            Controller and the Attorney General intended to ensure funds  
            are used appropriately, and to evaluate the cost effectiveness  
            of projects.

           3)Prop 98.    Approved by the voters in 1988, Prop 98 assures  
            local school districts and community colleges will receive  
            minimum guaranteed funding from the state (roughly equivalent  
            to 40 percent of GF revenues).  The increase in corporate tax  
            revenues resulting from Prop 39 will increase overall GF  
            revenues, thus increasing the minimum guarantee for schools.  
           
            In his proposed January budget, Governor Brown proposes to  
            count all Prop 39 revenue, including funds allocated to energy  
            projects, toward Prop 98, effectively raising the minimum  
            guarantee.

           4)LAO Concerns.   The Legislative Analyst's Office (LAO) has  
            raised a number of concerns with Governor Brown's Prop 39  
            proposal.  Specifically, LAO argues that:  a) voter-approved  
            limitations prohibit the use of all Prop 39 funds for Prop 98  
            purposes; b) the Governor's proposed treatment of funds, which  
            is based on the accounts the funds are deposited into, is  
            prone to manipulation; and c) the proposed allocation of funds  
            is inefficient and does not maximize potential benefits.  









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            Instead, LAO suggests that Prop 39 revenue required for  
            transfer to the Fund should be excluded from the Prop 98  
            minimum guarantee.  The LAO also suggests designating the CEC  
            as the lead agency for administering Prop 39's energy funds  
            and directing the CEC to promulgate a competitive grant  
            process for fund distribution

           5)Related Legislation.  The following 2013 bills propose various  
            approaches to distributing Prop 39 energy funds. 

            AB 29 (Williams) appropriates $152 million per year to public  
            higher education clean energy projects from Prop 39 clean  
            energy funds, with 50 percent to be awarded as grants and 50  
            percent to fund loans.  AB 29 is a two-year bill.

            AB 114 (Salas) establishes the Clean Energy Jobs and Workforce  
            Development Program within the Labor Agency and continuously  
            appropriates an unspecified amount from Prop 39 clean energy  
            funds.  This bill will be heard by the Appropriations  
            Committee today.

            AB 239 (Hagman) transfers 50 percent of Prop 39 clean energy  
            funds to the Clean Energy School Fund to be expended by the  
            Office of Public School Construction (OPSC) to fund energy  
            efficiency retrofit or clean energy installation projects at  
            public schools, with 60 percent reserved for grants and 40  
            percent for loans.  AB 239 is a two-year bill.

            AB 293 (Allen) requires the CEC to develop a program to award  
            funding on a competitive bases for the purposes of Prop 39.   
            This bill will be heard in the Appropriations Committee today.

            SB 39 (De Leon), pending in the Senate Appropriations,  
            requires OPSC to distribute Prop 39 clean energy funds to K-12  
            public schools through competitive grants for energy  
            efficiency upgrade projects, with priority given to  
            disadvantaged school communities.

            SB 64 (Corbett), pending in the Senate Appropriations  
            Committee, requires the CEC to provide financial assistance to  
            K-12 public schools or municipal facilities.
               











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           Analysis Prepared by  :    Jennifer Galehouse / APPR. / (916)  
          319-2081