BILL ANALYSIS                                                                                                                                                                                                    �



                                                               AB 1081
                                                               Page  1

       Date of Hearing:   April 9, 2013

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                                 Jose Medina, Chair
                    AB 1081 (Medina) - As Amended:  April 3, 2013
        
       SUBJECT  :   Economic development: goods-movement-related infrastructure

        SUMMARY  :   Requires goods movement-related infrastructure to be  
       included within the state five-year infrastructure plan and  
       international trade and foreign investment strategy.  Specifically,  
        this bill  :   

       1)Makes findings and declarations that California's:

          a)   Significance in the global marketplace is the result of many  
            factors including its strategic west coast location which  
            provides direct access to Asian markets;
          b)   Largest industry sector is trade, transportation, and  
            utilities and the state leads the nation in export-related jobs;  
            and 
          c)   Infrastructure is aging and requires maintenance, as well as  
            improvements and expansion.

       2)Require the state's five-year infrastructure plan to include  
         identification of goods movement related infrastructure including  
         the need for new, rehabilitated, modernized, improved, or  renovated  
         infrastructure that has been identified by state and federal  
         agencies and regional transportation agencies.

       3)Requires the five-year infrastructure plan to additionally include  
         recommendations for private sector financing of goods  
         movement-related infrastructure  including, but not limited to,  
         public pension funds, private sector investors, and commercial and  
         industrial users who would benefit from the enhanced logistical  
         network.

       4)Requires that the state international trade and investment strategy  
         (ITI Strategy) include the identification of trade-related  
         infrastructure enhancements to support the state's international  
         trade policies, programs, and services.

        EXISTING LAW  :  

        1)Requires the Governor to submit annually a proposed five-year  








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         infrastructure plan which includes the identification of new,  
         rehabilitated, modernized, improved, or  renovated infrastructure,  
         which is requested by state agencies including the estimated cost  
         and funding options.  Infrastructure needs include:

          a)   Those identified in the State Transportation Improvement  
            Program;
          b)   Those necessary to accommodate kindergarten through 12th grade  
            in public schools; and
          c)   Instructional and instructional support facilities for the  
            University of California, California State University, and the  
            California Community College System.

       2)Requires the Governor's Office of Business and Economic Development  
         (GO-Biz) to provide the Legislature with an ITI Strategy by February  
         2014, which contains:

          a)   Policy, goals and objectives;
          b)   Measurable outcomes and timelines for meeting the goals and  
            objectives;
          c)   Identification of key stakeholder partnerships that will be  
            used to implement the goals and objectives;
          d)   Identification of impediments for achieving the goals and  
            objectives;
          e)   Identification of options for funding recommended action; and
          f)   Identification of an international trade and investment  
            organizational structure.
        
        FISCAL EFFECT  :   Unknown

        COMMENTS  :   

        1)Author's Purpose  :  According to the author, "When transportation  
         function is efficient, manufacturing and retail firms can carry less  
         inventory because they can rely on goods being delivered when and  
         where they are needed. But if the transportation system is congested  
         and unreliable, a firm must carry more inventory to ensure  
         production processes are uninterrupted and the availability of goods  
         is maintained.

         In order to improve our current transportation system we need to  
         stop a piecemeal system and develop a plan that includes a national  
         and international approach to how we move goods.  It is crucial that  
         we develop this into our plan now because the amount of freight will  
         increase drastically in the next 20 years.  In southern California,  








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         it is expected to triple.

         In addition, the federal government wants to double the exports by  
         2014. The need to have an efficient system to export our products  
         overseas will also provide opportunities for our small businesses.   
         And we need to prepare for that increase.  According to the Federal  
         Highway Administration, the United States surface transportation  
         network, which includes rail and highway, is reaching or has reached  
         capacity in many areas. The congestion largely stems from the lack  
         of capacity to meet traffic demand and lack of infrastructure.  "

        2)Framing the Policy Issue  :  This measure requires the consideration  
         of goods movement within two key state planning documents including  
         the state infrastructure plan and international trade strategy.   
         Given the significance of global logistical networks to efficiently  
         support expanded supply chains, California is potentially at an  
         infrastructure disadvantage.

         In proposing a heightened priority for planning and funding goods  
         movement infrastructure, the author notes the changing global  
         economy and the expanding investment opportunities with public  
         pension funds, among others.  Both of these issues are discussed in  
         greater depth below.

        3)California's Trade Economy  :  California's $1.9 trillion economy  
         naturally functions as an independent nation and is highly dependent  
         on industry sectors that participate within the larger global  
         economy.  In fact, compared to other nations, California has one of  
         the 10 largest economies in the world, due to it being a top-tier  
         trade partner, a best-in-class investment location, a high quality  
         producer of goods and services, and the home and key access point  
         for a massive consumer-base.  In 2012, California exported $161  
         billion in products to over 220 foreign countries.  While California  
         has been significantly impacted by the recession, exports continued  
         to increase in almost every quarter from 2010 through 2012.  Below  
         is a chart of California's top exports in 2012.
          
          


           ------------------------------------------------------------------ 
          |         2012 Exports From California to the World                |
           ------------------------------------------------------------------ 
          |-----------------------+-----------------+------------------------|
          |        Product        |    Value ($     |     Percent            |








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          |                       |    billions)    |                        |
          |-----------------------+-----------------+------------------------|
          |334 Computers &        |            44.5 |           27.6 %       |
          |Electronic Prod.       |                 |                        |
          |-----------------------+-----------------+------------------------|
          |333 Machinery (except  |             14.8|            9.2 %       |
          |electrical)            |                 |                        |
          |-----------------------+-----------------+------------------------|
          |336  Transportation    |             16.1|             10 %       |
          |Equipment              |                 |                        |
          |-----------------------+-----------------+------------------------|
          |325 Chemical           |            12.7 |            7.9 %       |
          |Manufactures           |                 |                        |
          |-----------------------+-----------------+------------------------|
          |339 Misc. Manufacture  |            13.8 |            8.6 %       |
          |Commodities            |                 |                        |
          |-----------------------+-----------------+------------------------|
          |111 Agricultural       |           11.9  |            7.4 %       |
          |Products               |                 |                        |
          |-----------------------+-----------------+------------------------|
          |All Others             |           47.2  |           29.3 %       |
          |-----------------------+-----------------+------------------------|
          |Total                  |            $161 |                        |
          |                       |                 |               100 %    |
           ------------------------------------------------------------------ 
           ------------------------------------------------------------------ 
          |Source:                                                           |
          |Tradestates.com                                                   |
           ------------------------------------------------------------------ 

         It is estimated that one in five manufacturing jobs in California is  
         related to trade. Goods movement supports employment, business  
         profit, and state and local tax revenue.  The logistics industry is  
         responsible for hiring 73,000 workers.  California businesses rely  
         heavily on the state's ports and their related transportation  
         systems to move manufactured goods.  Firms rely on fast, flexible,  
         and reliable shipping to link national and global supply chains and  
         bring products to the retail market.  Transportation breakdowns and  
         congestion can idle entire global production networks.   

         Changes in U.S. and global trade patterns since the enactment of  
         NAFTA and the continuing development of foreign markets place  
         challenges on California's goods movement network.  These challenges  
         are only expected to become greater as the rate of innovation within  
         manufacturing, transportation, the communication technologies gets  








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         faster and the ability of multiple geographic locations to  
         successfully use these technologies expands.  California's historic  
         and singular dominance in high technology is diminishing as new and  
         more collaborative business models are emerging.  California could  
         be competitive within this new global marketplace, but policies and  
         planning will need to change in order to embrace the new economy.

        4)Infrastructure:  A major challenge to California's competitiveness   
         World class infrastructure plays a key role in business attraction,  
         as multinational companies consistently rank the quality of  
         infrastructure among their top four criteria in making investment  
         decisions.  Research shows that as U.S. infrastructure has been in  
         decline, infrastructure in other countries is rapidly increasing.   
         The 2010-11 Global Competitiveness Report by the World Economic  
         Forum places U.S. infrastructure 23rd in the world, a drop from its  
         rank of 7th in 2000.   

         California's infrastructure is in a similar state, according to the  
         American Society of Civil Engineers, California Infrastructure  
         Report Card 2012, with an estimated $65 billion a year investment  
         gap.  The impact of this lack of investment is compounded by the  
         substantial new investments made in other states and nations,  
         including the expansion of the Panama Canal.  

         Institutional investors have responded to the U.S.'s infrastructure  
         shortfall and the lack of sufficient public finance opportunities by  
         adopting new investment mandates to privately finance public  
         infrastructure.  Kearsarge Global Advisors reported that as of 2010  
         over $190 billion of global equity capital had been committed for  
         infrastructure investment - up from $60 billion in 2007.  As an  
         example, CalPERS currently has over $525 million invested in a  
         combination of physical infrastructure investments,  
         infrastructure-targeted private equity funds, and credit enhancement  
         for infrastructure bonds.  This is addition to the $800 million  
         available for project finance including transportation, energy,  
         natural resources, utilities, water, communications and other social  
         support services.

         Successfully attracting private capital for priority public  
         infrastructure projects can, however, be challenging.  AB 1081 would  
         provide greater certainty and strategic direction to the deployment  
         of state infrastructure expenditures within the broader context of  
         public and private sector infrastructure investments.

        5)State Planning and Funding  :  California's community and economic  








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         development policy has historically been driven by a number of  
         statutory mandates including the Environmental Goals and Policy  
         Report (EGPR,)  Five-Year Infrastructure Plan (Infrastructure Plan),  
         the International Trade and Investment Strategy (ITI Strategy), and  
         the Economic Development Strategic Plan. 

         Collectively, these four policy mandates form the foundation for the  
         state's short-, middle-, and long-term economic success.  The EGPR  
         sets the overall long-term framework in which individual departments  
         and agencies develop more detailed plans, including elements of the  
         state transportation and state housing plans.  The Infrastructure  
         Plan allows the state to keep track of its infrastructure needs and  
         set a rational infrastructure development agenda that supports the  
         long-term economic and population growth assessments outlined in the  
         EGPR.  The ITI Strategy sets measureable economic objectives  
         relative to the state's position within the global economy.   
         Finally, the development of the state Economic Development Strategic  
         Plan is built on the information and policies provided in the EGPR,  
         the Infrastructure Plan, and the  ITI Strategy. 

         Currently the EGPR and Infrastructure Plan are out of date.  The  
         requirement for an Economic Development Strategic Plan was removed  
         in a 2010 budget action.  Governor Brown has, however, committed to  
         preparing a Strategic Growth Plan in 2013, which could serve as a  
         partial Infrastructure Plan.  Speaker John A. P�rez introduced AB  
         53, which would reinstate the Economic Development Strategy.

         AB 1081 builds upon these existing policy and funding documents by  
         ensuring that goods movement needs are considered and that  
         appropriate funding options are explored.   

       6)Related Legislation:  Below is a list of related legislation

           a)   AB 311 (V. Manuel Perez) Bi-National Infrastructure and  
            Economic Development Bank  : This bill expands the role of the  
            I-Bank to include facilitating infrastructure and economic  
            development financing activities within the California and Mexico  
            border region.  Status:  Scheduled to be heard in the Assembly  
            Committee on Jobs, Economic Development and the Economy on April  
            9, 2013.
        
          b)   AB 886 (Allen) Export and Import Credit  :  This bill  
            establishes a capped and allocated tax credit for importers and  
            exporters that increase cargo through California air and sea  
            ports, hire additional staff, or incur capital costs at a  








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            California cargo facility.  Status:  Scheduled to be heard in the  
            Assembly Committee on Jobs, Economic Development and the Economy  
            on April 9, 2013.

           c)   AB 1137 (V. Manuel P�rez) Small Business Assistance and  
            Attracting Private Investment:   This bill would have facilitated  
            local economic development and job creation by assisting small  
            businesses to access new export markets for their goods and  
            services, updating the law relating to free trade zones, and  
            authorizing the use of new federal funds under the Small Business  
            Jobs Act of 2010.  Status:  Held in Senate Committee on  
            Appropriations in 2012.   
   
          d)   AB 1272 (Medina) Infrastructure Consortiums  :  This bill  
            authorizes the California Infrastructure and Economic Development  
            Bank (I-Bank) to formally participate in regional, national and  
            international organizations related to infrastructure financing.   
            Status:  Scheduled to be heard in the Assembly Committee on Jobs,  
            Economic Development and the Economy on April 9, 2013.

           e)   AB 1409 (Jobs, Economic Development and the Economy Committee)  
            International Trade and Investment Strategy  :  This bill, as it  
            passed JEDE, would have required that the next update by  
            Business, Transportation and Housing Agency, of the international  
            trade and investment strategy to include policy goals, objectives  
            and recommendations from the state Goods Movement Action Plan.   
            The measure was amended in the Senate related another subject  
            matter.  Status:  Held in Senate Rules Committee in 2012.   

           f)   SB 822 (Evans) Five-Year Infrastructure Plan  :  Existing law  
            would have required the Governor, in conjunction with the  
            Governor's Budget, to submit annually to the Legislature a  
            proposed 5-year infrastructure plan containing specified  
            information concerning infrastructure needed by state agencies,  
            public schools, and public postsecondary educational institutions  
            and a proposal for funding the needed infrastructure. This bill  
            makes technical, nonsubstantive changes to this provision.   
            Status:  Held in the Assembly Committee on Budget in 2012.
        
          g)   SB 907 (Evans) 20-Year Infrastructure Master Plan  :  This bill  
            would have established an 11-member Master Plan for  
            Infrastructure Financing and Development Commission.  The  
            Commission is required to submit to the Governor and Legislature,  
            by December 1, 2013, a long-term plan and strategy for the  
            state's infrastructure needs and a prioritized plan to meet those  








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            needs.  The Commission would have been required to submit  
            periodic progress reports.  Status:  Held in the Assembly  
            Committee on Jobs, Economic Development and the Economy in 2012.   


        7)Double Referral  :  This measure has been assigned to two policy  
         committees for review by the Assembly Rules Committee.  Should AB  
         1081 pass the JEDE Committee, it will be referred to the Assembly  
         Committee on Transportation for further consideration.

        REGISTERED SUPPORT / OPPOSITION  :   

        Support 
        
       None received 

        Opposition 
        
       None received 
        

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