BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  AB 554
          Author:   Mullin (D)
          Amended:  4/9/13 in Assembly
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMMITTEE  :  11-0, 6/25/13
          AYES:  Wright, Nielsen, Berryhill, Calderon, Cannella, Correa,  
            De Le�n, Galgiani, Hernandez, Lieu, Padilla

           SENATE APPROPRIATIONS COMMITTEE :  5-0, 8/12/13
          AYES:  De Le�n, Gaines, Hill, Lara, Steinberg
          NO VOTE RECORDED:  Walters, Padilla

           ASSEMBLY FLOOR  :  75-0, 5/9/13 (Consent) - See last page for vote


           SUBJECT  :    State government:  Secretary of State:  fees

           SOURCE  :     Author


           DIGEST  :    This bill changes accounting procedures for the  
          Business Fees Fund at the Secretary of State (SOS), and  
          establishes a new account for deposit of a portion of funds from  
          the existing corporate disclosure fee.

           ANALYSIS  :    

          Existing law:

          1. Authorizes the SOS to collect business filing fees, and  
             directs the SOS to utilize the Business Fees Fund to perform  
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             business-related functions for the state. 

          2. Specifies maximum fees that may be charged for expedited  
             filings, the filing of articles of incorporation, and for  
             mergers of corporations.  Some fees charged, including those  
             for expedited filings, cannot exceed the maximum specified in  
             statute.

          This bill changes accounting procedures for the Business Fees  
          Fund at the SOS, and establishes a new account for deposit of a  
          portion of funds from the existing corporate disclosure fee.   
          Specifically, this bill:

          1. Authorizes the SOS to adopt regulations establishing fees to  
             be charged and collected for copying and special handling in  
             connection with filing documents, issuing of certificates,  
             and other services performed by the SOS, but that such fees  
             shall approximate the estimated cost of copying and special  
             handling.

          2. Specifies that fees charged for preclearance of documents and  
             expedited filings may be in different amounts, not to exceed  
             $1,000.  

          3. Deposits revenues from expedited business fees filings into  
             the Business Fees Fund rather than accounting for these  
             revenues as reimbursements to the SOS.

          4. Deposits one-half of the existing $5 disclosure fee into the  
             newly created Business Programs Modernization Fund.

           Background
           
           Business entity filings generally  .  The SOS is responsible for  
          the management of over 150 different types of filings of  
          business entities and receives over one million filings  
          annually.  The majority of the filings submitted to the SOS are  
          recorded on index cards.  The Business Programs Division, which  
          is responsible for the management of the filings, is comprised  
          of three sections:  the Business Entities Section, Notary  
          Public/Special Filings Section, and the Uniform Commercial  
          Code/Statement of Information section.

          The SOS's Business Programs Division processes business filings  

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          and is authorized to collect fees, including those for expedited  
          filings.  Businesses have the option of paying expedited filing  
          fees (ranging from $350 to $750) so their documents are  
          processed more quickly.  According to the SOS, budget cuts  
          resulted in the processing time for business filings increasing  
          from less than 15 days in May 2009 to more than 120 days in  
          January 2012.  The SOS indicates that its business filing system  
          is largely paper based and needs to be modernized.  Business  
          filing fees generate more than $70 million per year and plans to  
          use a portion of these revenues to implement its California  
          Business Connect project, which will automate the paper-based  
          filing process and allow for more extensive online filings and  
          records requests. 

           Accounting change  .  Business filing fees that undergo standard  
          processing are currently accounted for differently than the  
          filing fees for expedited filings.  Standard process fees are  
          paid to SOS's Business Fees Fund, while expedited filing fees  
          are classified as reimbursements to the SOS, which the SOS  
          contends obscures the presentation of the total amount of  
          business fees collected.  Depositing all business fees to the  
          same fund will more accurately show how much businesses are  
          paying for filings.

           New fund created  .  Existing law imposes a $5 annual disclosure  
          fee on corporations for filing their articles of incorporation.  
          Half of this fee is deposited in the Victims of Corporate Fraud  
          Compensation Fund and half is used for the SOS's administrative  
          costs, including maintaining an online business database. This  
          rather limited online database contains a search function  
          allowing users to view basic business information like the name,  
          address, and status of entities.  Under this bill, this half of  
          the fee will instead be deposited to the Business Programs  
          Modernization Fund, and, upon appropriation by the Legislature,  
          could be used for modernizing the filing system, including the  
          further development of the online database.  According to SOS,  
          the approximate $1.6 million per year that will be deposited in  
          the new fund will create a dependable stream of funding to  
          assist with the California Business Connect modernization  
          project and to prevent the business filing systems from again  
          becoming antiquated.

           Recent legislation approved to reduce backlog  .  Earlier this  
          year, the Legislature approved AB 113 (Assembly Budget  

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          Committee, Chapter 3, Statutes of 2013), which appropriates $1.6  
          million to the SOS to end a two-month backlog in processing  
          business filings in California.  According to the SOS, state  
          budget cuts were largely responsible for creating the conditions  
          that caused backlog of 122,000 applications.  The SOS must  
          process the forms before businesses can hire employees.  The  
          $1.6 million granted to the SOS by AB 113 will let the office  
          hire temporary employees and pay for overtime to process  
          thousands of business applications. 
           
           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

          According to the Senate Appropriations Committee, minor,  
          absorbable administrative costs to the SOS (General).

          SUPPORT  :   (Verified  8/14/13)

          Secretary of State

           ARGUMENTS IN SUPPORT  :    According to the SOS, "due to a quirk  
          of statute, two businesses filing identical documents have the  
          fees they pay go into separate funds, depending on whether they  
          filed the document using the standard process or paid an  
          expedite fee to have it filed more quickly.  While immaterial to  
          the businesses filing the documents, the end result is those  
          expedite fees?are counted as reimbursements.  As a result, the  
          money does not show up in the Business Fees Fund, which obscures  
          how much money is being collected from businesses and how that  
          money is spent?  AB 554 directs these expedite fees into the  
          existing Business Fees Fund where other fees are deposited...it  
          will give the Legislature and the public a more complete and  
          accurate picture of the money being paid by businesses to file  
          their documents."

           ASSEMBLY FLOOR  :  75-0, 5/9/13
          AYES: Achadjian, Alejo, Allen, Ammiano, Atkins, Bigelow, Bloom,  
            Blumenfield, Bocanegra, Bonilla, Bonta, Bradford, Brown,  
            Buchanan, Ian Calderon, Campos, Chau, Ch�vez, Chesbro, Conway,  
            Cooley, Dahle, Daly, Dickinson, Eggman, Fong, Fox, Frazier,  
            Beth Gaines, Garcia, Gatto, Gomez, Gordon, Gorell, Gray,  
            Grove, Hagman, Hall, Harkey, Roger Hern�ndez, Jones,  
            Jones-Sawyer, Levine, Linder, Lowenthal, Maienschein, Mansoor,  
            Medina, Melendez, Mitchell, Morrell, Mullin, Muratsuchi,  

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            Nazarian, Nestande, Olsen, Pan, Patterson, Perea, V. Manuel  
            P�rez, Quirk, Quirk-Silva, Rendon, Salas, Skinner, Stone,  
            Ting, Torres, Wagner, Weber, Wieckowski, Wilk, Williams,  
            Yamada, John A. P�rez
          NO VOTE RECORDED: Donnelly, Holden, Logue, Waldron, Vacancy


          MW:d  8/14/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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