BILL ANALYSIS                                                                                                                                                                                                    �



                                                               AB 201
                                                               Page  1

       Date of Hearing:   April 23, 2013

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                                 Jose Medina, Chair
                  AB 201 (Holden) - As Introduced:  January 29, 2013
        
       SUBJECT  :   Small Business Development Corporations 

        SUMMARY  :  Requires the names of the financial institutions and  
       financing companies that make direct loans to small businesses to be  
       posted on a prescribed agency website.   Specifically,  this bill  : 

       1)Modifies the membership of the Small Business Board by replacing the  
         Secretary of the Business, Transportation and Housing Agency (BTH)  
         and with the Secretary of the soon to be established Business and  
         Consumer Services Agency (BCS Agency).

       2)Requires the director responsible for overseeing the small business  
         financial development corporation administered programs to post the  
         names of the financial institutions and financial companies making  
         direct loans on the BCS Agency website.

        EXISTING LAW  :

       1)Authorizes the approval of 11 FDCs by BTH for the purpose of  
         administering a number of small business finance programs including  
         the Small Business Loan Guarantee Program (SBLGP), direct loans,  
         disaster assistance loans, and surety bond guarantees.

       2)Establishes the SBLGP for the purpose of assisting small businesses  
         in obtaining long-term loans or lines of credit from conventional  
         financial institutions, which small businesses would not otherwise  
         qualify for without the guarantee.  Under this program, FDCs act as  
         financial intermediaries between the state, the small business, and  
         the financial institution.  

       3)Establishes the Small Business Board for the purpose of designating  
         new FDCs, hearing appeals, and advising the Governor and Legislation  
         on issues and programs affecting the small business community.

        FISCAL EFFECT  :   Unknown 

        COMMENTS  :   

        1)Author's Purpose :  According to the author, "For the past 40 years,  








                                                               AB 201
                                                               Page  2

         SBLGP has been instrumental in working with banks to guarantee loans  
         to undercapitalized small businesses. Under the Small Business Act,  
         the Obama administration has allotted $78 million to SBLGP, and the  
         state has appropriated another $38 million.  At a time when  
         California is striving to rebound from a long recession, this  
         program can play a pivotal role in making much needed capital more  
         accessible to thousands of small businesses so they can expand,  
         create new jobs, and save the jobs of existing employees. This bill  
         would ensure that information about the SBLGP, including a list of  
         participating lenders, is posted on the Governor's Office of  
         Business and Economic Development's (GO-Biz) website for small  
         businesses to explore this resource."

        2)California Small Business  :  California's dominance in many economic  
         areas is based, in part, on the significant role small businesses  
         play in the state's $1.9 trillion economy.  Businesses with less  
         than 100 employees comprise nearly 98% of all businesses, and are  
         responsible for employing more than 37% of all workers in the state.  
          

         Among other advantages, small businesses are crucial to the state's  
         international competitiveness and are an important means for  
         dispersing the positive economic impacts of trade within the  
         California economy.  California small businesses comprised 96% of  
         the state's 60,000 exporters in 2009, which accounted for over 44%  
         of total exports in the state.  Nationally, small businesses  
         represented only 31.9% of total exports.  These numbers include the  
         export of only goods and not services.

         Historically, small businesses have functioned as economic engines,  
         especially in challenging economic times.  During the nation's  
         economic downturn from 1999 to 2003, microenterprises (businesses  
         with fewer than five employees) created 318,183 new jobs or 77% of  
         all employment growth, while larger businesses with more than 50  
         employees lost over 444,000 jobs.  From 2000 to 2001,  
         microenterprises created 62,731 jobs in the state, accounting for  
         nearly 64% of all new employment growth.  More recently, the federal  
         Small Business Administration's Small Business Economy 2011 report  
         stated that small businesses nationally outperformed large firms in  
         net job creation nearly three out of four times from 1992 through  
         2010 when private-sector employment rose.   

         During the recent economic downturn, however, small business owners  
         were been especially hard hit.  Equifax has reported that  
         bankruptcies in California rose by 81% in 2009, as compared to 44%  








                                                               AB 201
                                                               Page  3

         nationally.  This trend continued in 2010 where the Equifax report  
         stated that while, general, bankruptcies were down across the nation  
         including some regions in the west, small business bankruptcies in  
         California accounted for almost 20% of all small business  
         bankruptcies in the nation. 

        3)Small Business Loan Guarantee Program  :  The SBLGP enables a small  
         business to obtain a term loan or line of credit when it cannot  
         otherwise qualify for a loan on its own.  The state, working through  
         11 FDCs, offers direct loans or loan guarantees that a qualifying  
         small business borrower could not otherwise obtain.  

         Applicants must meet the definition of a small business (100 or  
         fewer employees) with the specific market rate loan terms and  
         interest rates being negotiated between the borrower and the lender.  
          Proceeds of the loan must be used primarily in California for any  
         standard business purpose applicable to the applicant's business.   
         The guarantee program provides guarantees covering up to 90% of the  
         loan, but not exceeding $500,000.  The guarantee program allows a  
         business to not only obtain a loan but to also establish credit with  
         a lender.  The business is then more likely to obtain additional  
         future financing on its own.  

         In 2011-12, approximately $5.7 million was made available for loan  
         guarantees under the state SBLGP, which leveraged $9.9 million in  
         small business loans from financial institutions.  During this  
         period 178 guarantees were provided, creating and/or retaining over  
         1,200 jobs.  There are currently 1,046 loans being guaranteed under  
         the state program. 

        4)Small Business Jobs Act and Federal Guarantee Program  :  In October  
         2010, Congress passed and the President signed the Small Business  
         Jobs Act (Act).  Among other things, the Act created the State Small  
         Business Credit Initiative (SSBIC), which is authorized to expend up  
         to $1.5 billion for state sponsored small business finance programs.  
          Over the life of the program, every federal dollar must be matched  
         by $10 private sector dollars.  September 2017 is the deadline for  
         using the funds.  Funding for the administration, outreach, and  
         oversight of the program is primarily the responsibility of the  
         state, given that no more than 5% of federal funds can go toward  
         these activities.  

         Under the funding formula, California is eligible to receive up to  
         $167.7 million, which is the largest amount of any state.  The next  
         highest award is $97 million for Florida, with every state that  








                                                               AB 201
                                                               Page  4

         applies receiving a minimum of $13.1 million.  California uses its  
         moneys to capitalize the SBLGP administered through BTH and a loss  
         reserve program and collateral support program administered through  
         the California Pollution Control Financing Authority at the state  
         Treasurer's Office.    

         Funding is awarded to states in three tranches with participating  
         jurisdictions allowed to apply for the next round of funding when  
         80% of their current funds are expended.  Nine of the 57  
         participating jurisdictions have received second round funding and  
         three states are into their third and final round. 

         Of the $68 million California received in the first round,  
         California has encumbered $16.6 million, with approximately $13.4  
         million set aside to cover loan guarantees under the federal portion  
         of the SBLG Program.   Over 18, 600 jobs have been created or  
         retained by the close of 2012.

         In 2011-12, approximately $36.2 million in guarantees were made  
         under the federal SBLGP, which leveraged $58.2 million in small  
         business loans from financial institutions.  During this period, 203  
         guarantees were provided, creating or retaining 6,000 jobs through  
         guarantee activities.  There are currently 297 loans being  
         guaranteed under the federal program, 85% have been to businesses in  
         low- and moderate-income areas. 
         
         According to the FDCs, one impediment to getting the SBLGP portion  
         out is the lack of state administrative support.  Repeated budget  
         actions have severally limited ongoing management funds and crippled  
         the state portion of the program, which allowed greater programmatic  
         flexibility in serving the needs of small businesses.  

         JEDE will hear three measures which are designed to enhance the  
         program and help to facilitate the drawdown of additional federal  
         dollars.  AB 201 encourages greater private financial institution  
         participation; AB 1247 (Medina) makes programmatic changes that  
         streamline the program; and, AB 780 (Bocanegra) appropriates $2  
         million for FDC administrative costs.

        5)Program Transparency and Outreach  :  While the FDCs and the SBLGP  
         have been operating for more than 30 years, very little public  
         information is available to help small businesses understand the  
         value of the program and to alert lenders to the state's largest  
         credit enhancement program for small businesses.  AB 201 requires  
         that lenders be listed on the program website.  The author may want  








                                                               AB 201
                                                               Page  5

         to expand this information to include an explanation of the SBLGP,  
         how it operates through the regional network of FDCs, and other  
         financial programs offered through the FDCs including direct  
         lending, surety bond guarantees, and disaster loans. 

        6)Governor's Office of Business and Economic Development  :  In April  
         2010, the Governor's Office of Economic Development was established  
         to provide a One-Stop-Shop for serving the needs of businesses and  
         economic developers.  While initially established through Executive  
         Order S-01-10, the office was later codified and renamed as GO-Biz,  
         in AB 29, Chapter 475, Statues of 2010.  In 2012, GO-Biz directly  
         assisted 5,308 companies, resulting in the creation and/or retention  
         of 9,050 jobs and $1.45 billion in investments.  

         Among other programs, GO-Biz provides permit and other business  
         assistance for new and expanding businesses, as well as  
         administering the California Innovation Hub Program under an initial  
         partnership with the statewide network of SBDCs.  GO-Biz also  
         oversees the Office of the Small Business Advocate.

         In March 2012, the Governor initiated a reorganization process (GRP  
         2) to realign the state's administrative structure.  Key changes  
         were proposed and agreed to by the Legislature including the  
         dismantling of BTH and the shifting of a number of key programs and  
         services to GO-Biz including:

              The Small Business Loan Guarantee Program;
              The California Travel and Tourism Commission;
              The California Film Commission; 
              The Film California First Program; and
              The Infrastructure and Economic Development Bank (I-Bank).

         In addition, the Governor called for the placement of the California  
         SBDC Program within GO-Biz.  Programmatic approval of the  
         reorganization was granted in July 2012 and will become effective  
         July 2013.  However, legislation is also necessary to statutorily  
         reflect the reorganization changes. 

        1)Technical Amendments  :  The measure includes several drafting errors  
         relative to the placement of state programs and entities under the  
         GRP #2.  Staff recommends deleting sections one and two of the bill  
         to address this technical concern.

        2)Related Legislation  :  Below is a list of related legislation.









                                                               AB 201
                                                               Page  6

           a)   AB 29 (John A. P�rez) Codification of GO-Biz:   This bill  
            establishes GO-Biz within the Governor's Office for the purpose  
            of serving as the lead entity for economic strategy and marketing  
            of California on issues relating to business development, private  
            sector investment and economic growth.  The bill also transfers  
            the Office of the Small Business Advocate from BTH to GO-Biz.   
            Status:  Signed by the Governor, Chapter 475, Statutes of 2011.

           b)   AB 1247(Medina) Restructure of the FDC Programs:  This bill  
            repeals and recasts the provisions of the FDC small business  
            financing programs from BTH to GO-Biz.  Status:  Pending in the  
            Assembly Committee on Jobs, Economic Development and the Economy.

           c)   AB 780 (Bocanegra) FDC Administrative Funds:   This bill  
            appropriates $2 million from the General Fund for the purpose of  
            providing administrative funding to the FDCs.  Each FDC is  
            eligible to receive $150,000.  The bill also states that it is  
            the Legislature's intent that the FDCs are to be under the  
            jurisdiction of GO-Biz.  Status:  Pending in the Assembly  
            Committee on Jobs, Economic Development and the Economy.
        
        REGISTERED SUPPORT / OPPOSITION  :   

        Support 
        
       None received 

        Opposition 
        
       None received 

        
       Analysis Prepared by  :    Toni Symonds / J., E.D. & E. / (916) 319-2090