BILL ANALYSIS                                                                                                                                                                                                    �



                                                               AB 837
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       Date of Hearing:   April 23, 2013

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                                 Jose Medina, Chair
                 AB 837 (Campos) - As Introduced:  February 21, 2013
        
       SUBJECT  :  Economic development programs: reporting 

        SUMMARY  :  Requires annual reporting to the Governor's Office of  
       Business and Economic Development (GO-Biz) on Small Business  
       Development Center (SBDC) activities in any year that the state  
       contributes funds.  Specifically,  this bill  :  

       1)Declares, among other things, that:

          a)   The California Small Business Development Center Program  
            (California Program) is part of the federal Small Business  
            Development Center Program and plays a primary role in providing  
            technical assistance with verified outcomes to the state's small  
            businesses.

          b)   The California Program is administered through six  
            administrative lead centers (Lead Centers) which are designated  
            by the federal Small Business Administration (SBA) and affiliated  
            with one of California's three systems of higher education.  

          c)   The Lead Center supports a network for over 30 small business  
            development centers, which provide assistance to existing  
            businesses in the areas of financing, government contracting,  
            business planning and management, marketing, international trade,  
            energy efficiency and sustainability, and disaster preparedness.   
            In providing assistance, the SBDCs work in collaboration with  
            public and private partners including local workforce development  
            boards and community colleges.

          d)   Lead Centers are responsible for securing required one-to-one  
            matching funds to draw down federal appropriations and are  
            required to submit regular performance reports to SBA that  
            document measurable and verifiable outcomes.

          e)   The California SBDC Leadership Council is comprised of the  
            directors of the six Lead Centers and is tasked with negotiating  
            partnerships on behalf of the California Program, leveraging  
            operational and technical assistance for best practices across  
            the six regions, and working with the state government to  








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            maximize the economic impact of the federal program within the  
            state.

       2)Requires each Lead Center to report to GO-Biz on the activities and  
         performance goals of the California Program within their region by  
         August 30 of the following fiscal year in which state funding is  
         provided.  This reporting requirement is a condition of the funding.

       3)Specifies that the report shall, at a minimum, include the number  
         of: businesses assisted, people employed at those businesses,  
         businesses served by industry sector; jobs created; jobs retained,  
         tax dollars generated by assisted businesses, and the total amount  
         of federal funds allocated in the region.

       4)Requires GO-Biz to post each Lead Center's report on its website no  
         later than 30 days following the transmittal of the report to the  
         Governor and Legislature.

        EXISTING LAW:

        1)Establishes GO-Biz within the Governor's Office for the purpose of  
         serving as the lead state entity for economic strategy and marketing  
         of California on issues relating to business development, private  
         sector investment and economic growth.  GO-Biz also serves as the  
         administrative oversight for the California Business Investment  
         Service and the Office of the Small Business Advocate (OSBA).

       2)Establishes the OSBA for the purpose of advocating on the behalf of  
         small businesses.  Among other duties, the Office responds to  
         complaints from small businesses concerning the actions of state  
         agencies and the operative effects of state laws and regulations  
         adversely affecting those businesses.

        FISCAL EFFECT  :   Unknown

        COMMENTS  :    

        1)Author's Purpose  :  According to the author, "The California Small  
         Business Development Center program (California Program) is the only  
         comprehensive statewide small business assistance infrastructure and  
         delivery system with centers in nearly every region of California  
         and, providing services to more than 50,000 small businesses  
         annually.  The California Program is part of the national SBDC  
         program operated by the US Small Business Administration. The SBDC  
         in each state is required to match its federal funding allocation.  








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         In nearly all states, the state government provides the required  
         matching funds or part of the required match.  California currently  
         does not provide matching funds to this program.  

         This bill would formally codify the California Program, providing a  
         state point of contact and a conduit for compiling data on the  
         impacts of statewide SBDC activity.  This bill introduces  
         accountability standards and reporting requirements if and when  
         state appropriations are made to support the California Program.   
         The California Program brings $12 million in federal funding to  
         California.  This bill establishes a structure whereby California  
         can provide matching funds and ensure that the maximum amount of  
         federal dollars come to California in support of our 3.5 million  
         small businesses.  This bill would require the SBDC State Chair, in  
         any year that state appropriations are made to support the program,  
         to submit a report to the director of GO-Biz, and to the  
         Legislature, with detailed information on the program's activities  
         and performance. There would be no cost to the state."

        2)Framing the Policy Issue  :  This measure establishes an  
         accountability and reporting mechanism for instances when the state  
         provides matching funds to draw down federal dollars.  Each year  
         California leaves federal moneys on the table, which could be  
         funding locally-based small business technical assistance centers.  

         In making the case for this measure, the author cites the importance  
         of small businesses to the California economy and key reporting  
         standards set in this measure to track the use and results of state  
         funds.  The analysis includes information on California small  
         businesses, the SBDC program, review key transparency and  
         accountability standards, and related legislation.  Comment 7  
         includes amendment recommendations. 

        3)The Role of Small Business within the California Economy  :   
         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.  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.









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         Business owners, with no employees make up the single largest  
         component of businesses in California, 2.8 million out of an  
         estimated 3.5 million firms in 2010.  As these businesses grow, they  
         continue to serve as an important component of California's dynamic  
         $1.9 trillion economy.  Microenterprises, meaning businesses with  
         less than five employees represent approximately 93% of all  
         businesses in the state, or approximately 3.2 million of all  
         businesses.  Businesses with 99 or less employees comprise nearly  
         98% of all businesses and employee approximately 38% of all workers.  
          These non-employer and small employer firms create jobs, generate  
         taxes, and revitalize communities. 

         In hard economic times, smaller size businesses often function as  
         economic engines.  In this most recent recession the trend  
         continued, with the number of nonemployer firms increasing from 2.6  
         million firms ($137 billion in revenues) for 2008 to 2.8 million  
         firms ($138 billion in revenues) for 2010.  In the post-recession  
         economy, small businesses are expected to become increasingly  
         important due to their ability to be more flexible and better suited  
         to meet niche market needs.  

         Their small size, however, also results in certain challenges in  
         meeting regulatory requirements, accessing capital, and marketing  
         their goods and services.  California's network of SBDCs provide  
         small size businesses, including business start-ups, with access to  
         quality education, one-on-one counseling, and other business  
         development resources.

        4)Small Business Development Center Program  :  The SBDC program is  
         sponsored by the federal SBA and functions as a cooperative effort  
         of the private sector, the educational community, and federal,  
         state, and local governments.  In California, SBDCs are administered  
         through a partnership between the California State Universities at  
         Chico, Humboldt, and Fullerton; the University of California at  
         Merced; Long Beach City College; and Southwestern Community College.  
          

         Formal management of the partnership is provided through a Lead  
         Center that is designated by, and responsible to, the SBA.  Each  
         Lead Center serves a specific geographic area compromised of several  
         SBDCs. Networked, the six centers oversee the 30+ individual SBDCs  
         in the state.  

         The SBDCs facilitate the creation, expansion, and retention of  
         businesses.  Each SBDC provides one-on-one counseling, workshops,  








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         advice, and referrals to prospective and existing business owners.   
         The SBDCs assist with financing, government contracting, business  
         planning and management, marketing, international trade, energy  
         efficiency and sustainability, disaster preparedness and other  
         business issues.  Each Lead Center has its own resources, as well as  
         maintaining links with other public and private small business  
         service providers, such as financial institutions, local workforce  
         investment boards, economic development corporations, and federal,  
         state and local government entities.  

         There are also SBDCs which specialize in assisting technology based  
         companies with advice and training on angel and venture capital  
         presentation preparation, funding strategies, product positioning,  
         market launch strategies, applications for federal grants,  
         technology transfers with research universities, intellectual  
         property issues, and strategic partnerships.

         Funding for the program is provided through a federal SBA  
         population-based grant.  In order to draw down these funds, each  
         Lead Center must provide a dollar-for-dollar match.  Since the  
         demise of the Technology, Trade, and Commerce Agency in 2003,  
         California has only received the full amount of eligible federal  
         funds once.  In 2010, the Speaker John A. P�rez negotiated $6  
         million for the SBDCs as part of the final budget negotiations with  
         the Governor.  

        5)Accountability and Transparency :  Public accountability of state  
         expenditures is very important, as is having clear strategic  
         objectives and measurable outcomes.  In 2001, the Joint Legislative  
         Audit Committee requested the California Bureau of State Audits to  
         conduct a performance review of the now defunct Technology, Trade  
         and Commerce Agency (TTCA).  At the time, the state served as the  
         Lead Center for the SBDC program under a cooperative agreement with  
         the SBA.

         The state audit reported that many of the TTCA programs, including  
         the SBDC program, lacked key components of sound strategic planning.  
          Recommended improvements included setting more significant  
         performance goals that would challenge programs and selecting goals  
         that emphasized real outcomes rather than process inputs.  Unlike  
         the issues raised with TTCA's performance, the reporting  
         requirements in AB 837 represent best practices and ensure GO-Biz  
         will receive key information on the impact of state funding  
         including data on the number of businesses assisted, jobs  
         created/retained, and state tax dollars generated from assisted  








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         businesses.

         California's prior administration of the SBDC program was also the  
         subject of a 2001 audit by the federal SBA.  This audit found that  
         the state did not have adequate service center monitoring procedures  
         and was out of compliance with a range of federal fiscal  
         requirements.  The state failed to respond to the SBA regarding the  
         audit findings and was eventually required to return $800,000 to the  
         SBA, according to research by committee staff.  When TTCA was  
         dissolved, the SBA regionalized the administration of the SBDC  
         program in California and entered into cooperative agreements with  
         six Lead Centers - one for each of the SBA regions in California.   
         While top level oversight remains in Washington D.C., the six SBA  
         district directors actively participate with the Lead Centers on  
         both program and administrative issues.  The SBDCs are also  
         independently reviewed to ensure management and accounting methods  
         are accurate.   

         Funding provided by AB 837 does not trigger any administrative  
         oversight responsibilities on the part of the state.  Funding  
         provided will be conditioned on receiving clear and accurate  
         reporting on program outcomes.  The committee may want to also  
         consider giving GO-Biz access to a non-confidential version of the  
         SBDC database in order to give GO-Biz the option of monitoring  the  
         operations during the funding year.

        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 (John A. P�rez), 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, who advocates  
         for and provides key information to small businesses.  Up until  
         January 1, 2013, the California SBDC Program was co-located at  
         GO-Biz.  

         In March 2012, the Governor initiated a reorganization process to  








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         realign the state's administrative structure.  Key changes include  
         dismantling of the Business, Transportation and Housing Agency (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.  Legislation is, however, also necessary to statutorily  
         reflect the reorganization changes.  AB 837 would implement one of  
         these changes.

        1)Technical Amendments  :  The Committee may wish to consider the  
         following technical amendments:

           a)   What Performance Goals  ?  The bill contains a requirement to  
            report on performance goals, but does not specify how those goals  
            are to be set or by what government entity.

           b)   Clarify Deadlines  :  The bill requires each Lead Center report  
            to be posted on the GO-Biz website no later than 30 days of  
            report being transmitted to the Governor and the Legislature.   
            The Governor, however, is never required to receive a copy of the  
            report and it is unclear how GO-Biz would know if the Lead Center  
            transmitted a copy to the Legislature.  Perhaps it would be  
            helpful to have the Lead Center just report to GO-Biz and have  
            GO-Biz transmit the report to the Legislature.  Posting of the  
            report could then be 30 days following report submittal to  
            GO-Biz.

           c)   Deeper Data  :  The bill requires specific reporting of  
            aggregate level outcomes.  As SBDCs already maintain extensive  
            individual business tracking, it may be appropriate to provide  
            GO-Biz with review authority in any year that the state provides  
            funding.

           d)   Trigger Report to Receiving Money  :  The bill requires  
            reporting if the state appropriates money to the California SBDC  
            Program, but does not necessarily require that the Lead Centers  








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            receive funds.  It is not inconceivable that the state would  
            appropriate money so GO-Biz could be a better partner on SBDC  
            activities, such as supporting technical assistance to innovation  
            based businesses or hosting a small business summit.  Perhaps,  
            the Lead Center reporting trigger should be limited to those  
            times when the Lead Center specifically receives money.

           e)   Consolidate Reporting  :  The bill has each Lead Center  
            reporting separately to GO-Biz.  As a statewide network, it may  
            be more appropriate for the Lead Centers to consolidate their  
            information into a single report.

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

           a)   AB 29 (John A. P�rez) Codification of GO-Biz  :  This bill  
            established 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.  Status:  Signed by the  
            Governor, Chapter 475, Statutes of 2011.

          b)   AB 2206 (Price) Small Business Development Centers  :  This bill  
            would have re-established the California Small Business  
            Development Center Program through the auspices of the Business,  
            Transportation, and Housing Agency.  Status:  Held in Assembly  
            Committee on Appropriations in 2008.

           c)   SB 1436 (Figueroa) Small Business Liaisons  :  This bill  
            enhanced the state's technical assistance to small businesses by  
            improving the state's Internet information for small businesses  
            and requiring the designation of agency-level small business  
            liaisons.  Status:  Signed by the Governor, Chapter 234, Statutes  
            of 2006.

        REGISTERED SUPPORT / OPPOSITION  :   

        Support 
        
       101MFG-California's Next Great Manufacturing Center
       Advanced Beauty College 
       Alameda County Small Business Development Center (Oakland Metropolitan  
       Chamber of Commerce)
       Alameda County Small Business Development Center, Bay Area Development  
       Company 
       Alameda County Small Development Center 








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       Alliance Small Business Development Center 
       Ambryx Biotechnology 
       Associated Builders and Contractors of California 
       Bixel Exchange Small Business Development Center 
       Blueray Concepts 
       Bouchard Business Services 
       Brand Source Pacific Rim 
       California Asian Pacific Chamber of Commerce 
       California Association of Competitive Telecommunications Companies 
       California Association of Microenterprise Opportunity 
       California Chapter of American Fence Association 
       California Employers Association
       California Hispanic Chamber of Commerce 
       California Metals Association Coalition 
       California State University Monterey Bay Small Business Development  
       Center
       California State University, Fullerton's Mihaylo College of Business  
       and Economics (Orange County/Inland Empire Small Business Development  
       Center)
       Central Coast Small Business Development Center 
       Central Coast Small Business Development Center at Cabrillo College 
       Central Valley Business Incubator Small Business Development Center  
       Tulare Kings
       Coalition of Small and Disabled Veteran Businesses 
       Contra Costa Small Business Development Center
       Economic Development Collabroative-Ventura County
       El Camino College Small Business Development Center, El Camino 
       Engineering Contractors' Association 
       Flasher Barricade Association
       Fresno Regional Workforce Investment Board 
       Fresno State Office of Community and Economic Development 
       Golden Gate Restaurant Association 
       Greater Sacramento/Sierra Small Business Development Center at Los  
       Rios Community College District
       Henry Buder's Landscape Restoration 
       Inland Empire Small Business Development Center 
       Inland Valley Business Alliance-Rancho Cucamonga
       J Style at Home Inc. 
       Jamber 
       Jim Hilliard State Farm Insurance 
       King Knish Inc. 
       LaunchPad Small Business Development Center, OCTANE
       Law Office of Blanca E. Zaraz�a
       Los Angles Regional Small Business Development Center Network
       Los Angles Regional Small Business Development Center Network, Long  








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       Beach Community College District 
       Main Street Chamber-Rancho Cucamonga
       Main Street Chamber-Upland
       Marin Builders Association 
       Marysville Van & Storage Co. 
       Masako's Music Studio 
       Mendocino Small Business Development Center 
       Mendocino Small Business Development Center, West Company
       MiraCosta College-North San Diego Small Business Development Center  
       Monterey County Business Council 
       National Association of Women Business Owners 
       National Federation of Independent Business 
       Newport Home Care Inc. 
       Northern California Independent Booksellers Association 
       North Coast SBDC
       North Coast Small Business Development Center
       North Coast Small Business Development Center, Arcata Economic  
       Development Corporation 
       North Coast Small Business Development Center, The County of Humboldt  
       Headwaters Fund
       North Coast Small Business Development Corporation
       North San Diego Small Business Development Center
       Northeastern California Small Business Development Center, San Joaquin  
       Delta College 
       Northern CA Small Business Development Center San Joaquin Delta  
       College
       Northern California Small Business Development Center 
       Oakland Metropolitan Chamber of Commerce 
       Optimum Zendejas Home Loans 
       Orange County Small Business Development Center 
       Pacific Coast Regional Small Business Development Center 
       Plumbing-Heating-Cooling Contractors Association of California 
                                       Real Property Management
       Redwood Region Economic Development Commission 
       Saafara West African Herbal Teas 
       San Francisco Chamber of Commerce 
       San Francisco Council of District Merchants Associations 
       San Francisco Locally Owned Merchants Alliance 
       San Francisco Small Business Development Center
       San Francisco Small Business Development Center 
       San Francisco Small Business Development Center, City College of San  
       Francisco
       Santa Monica College Small Business Development Center 
       Small Business California 
       Small Business Development Center 








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       Small Business Majority 
       Small Manufactures Association of California 
       SOBERLINK
       Solano College Small Business Development Center
       Sonoma and Napa Small Business Development Centers
       Stanislaus Economic Development and Workforce Alliance-Alliance Small  
       Business Development Center
       The California State University, Los Angeles Small Business  
       Development Center 
       The CPR Lady 
       The Dutch Gardener
       The East Bay Green Corridor 
       Tim Wright Transportation Inc. 
       Times-Delta Media Group
       TMC Development Working Solution 
       TriTech Small Business Development 
       UC Merced Small Business Development Center Regional Network 
       Ventura and Santa Barbara Counties Small Business Development Center 
       Vivas Banners & Signs

        Opposition 
        
       None received 
        

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