BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1067
                                                                  Page  1

          Date of Hearing:   May 1, 2013

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                   AB 1067 (Medina) - As Amended:  April 18, 2013 

          Policy Committee:                              JEDE Vote:7-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill codifies the state's participation in the federal  
          investment visa program by establishing the California Foreign  
          Investment Program within the Governor's Office of Business and  
          Economic Development (GO-Biz).  Specifically, this bill: 

          1)Specifies that GO-Biz shall serve as the lead state entity for  
            overseeing the state's participation with the U.S. Citizenship  
            and Immigration Services' EB-5 Investment Program. 

          2)Provides that, among other duties, GO-Biz shall set the terms  
            and conditions for issuing a state designation letter for  
            Targeted Employment Areas (TEAs). 

           FISCAL EFFECT  

          Administrative costs to GO-Biz of approximately $100,000 to  
          implement this program.   

           COMMENTS  

        1)Purpose:   According to the author, 10,000 EB-5 investment visas  
            are authorized for issuance each year to potential immigrants  
            who make new investments in the U.S.  The author notes,  
            historically, the annual allocation of 10,000 EB-5 visas is  
            not fully utilized, although usage is growing.  According to  
            the author, in 2009 nearly 4,300 investors obtained EB-5  
            visas, compared to only hundreds in 2007.  The author argues  
            the state cannot afford to miss out on the economic benefits  
            that foreign investment provides and that implementing a  
            robust EB-5 program in the state will continue to create jobs,  
            introduce new technology and research, and contribute to  








                                                                  AB 1067
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            rising productivity.

        2)Background.   Created as a pilot program in 1990, the EB-5  
            Investment Program is designed to stimulate the U.S. economy  
            through immigrant investors.  The name EB-5 is derived from  
            the fact that it is the 5th category of an Employment-Based  
            visa.  Under the U.S. Citizenship and Immigration Service  
            (USCIS) administered program, permanent-resident status is  
            available to foreign investors who have invested - or are  
            actively in the process of investing - at least $1 million  
            into a new commercial enterprise. These enterprises may be the  
            creation of an original business, the purchase of an existing  
            business and restructuring or reorganizing the business to the  
            extent that a new commercial enterprise results, or a  
            significant expansion of an existing business.  

            An applicant seeking status as an immigrant investor must  
            demonstrate that his or her investment will benefit the U.S.  
            economy and create full-time employment for at least 10  
            qualified individuals, or maintain the number of existing  
            employees in a troubled business.  For investors who choose to  
            invest in TEAs, the required investment is decreased to  
            $500,000.  TEAs are small towns, rural areas or urban areas  
            with an unemployment rate of at least 150% of the national  
            average rate.  Investments made in a TEA require certification  
            that the area qualifies as a TEA.  GO-Biz currently issues  
            these certification letters. 

            Among other requirements, EB-5 Investment Program applicants  
            must demonstrate they meet all requirements of the program  
            prior to filing with the USCIS.  If it is determined the  
            investment criteria is met and properly documented, any  
            investor may be granted conditional permanent residence status  
            for a period of two years by USCIS.  A permanent green card  
            may be issued at the end of the conditional period.  
           
          3)There is no registered opposition to this bill.
           

           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081