BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                        SB 936


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       Date of Hearing:  June 21, 2016


          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT, AND THE ECONOMY


                                Eduardo Garcia, Chair


       SB  
       936 (Hertzberg) - As Amended June 2, 2016


       SENATE VOTE:  39-0


       SUBJECT:  California Small Business Expansion Fund:  corporate  
       guarantees


       SUMMARY:  Provides for the increased leverage of moneys assigned to  
       secure loan guarantees under the Small Business Loan Guarantee Program  
       (SBLGP).


       1)Increases the maximum amount of guarantee liability outstanding at  
         any one time in the California Small Business Expansion Fund  
         (Expansion Fund) from five to 10 times the amount of funds on  
         deposit, plus any receivables due from funds loaned from the  
         expansion fund to another fund in state government.  


       2)Lowers the minimum reserves from 20% to 10% of the value of  
         outstanding loan guarantees attributed to an individual account of a  
         small business financial development corporation (FDC).  Existing  
         law authorizes the program manager to set a higher leverage ratio,  
         as necessary.










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       3)Removes the January 1, 2018, sunset on the minimum reserve amount,  
         thereby making the provisions in this bill permanent.      


       EXISTING LAW:   


       1)Establishes the IBank within the Governor's Office of Business and  
         Economic Development (GO-Biz) and authorizes it to undertake a  
         variety of financial activities including, but not limited to, the  
         administration of a revolving loan fund, oversight of the Small  
         Business Finance Center and the issuance of tax-exempt and taxable  
         revenue bonds.



       2)Establishes the Small Business Finance Center within the IBank for  
         the purpose of assisting businesses seeking capital resources not  
         otherwise available in the private markets including:

          a)   Loan guarantees and other credit enhancements;

          b)   Direct loans and other debt instruments;

          c)   Disaster loan guarantees; and 

          d)   Surety bond guarantees.

       1)Establishes the SBLGP for the purpose of assisting small businesses  
         obtain long term loans or lines of credit from conventional and  
         non-traditional financial institutions, which the 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.










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       2)Establishes the Expansion Fund for the purpose of retaining the  
         moneys which capitalize the SBLGP The state has no guarantee  
         obligation beyond the amount of moneys deposited within the  
         Expansion Fund.  Until January 1, 2018, a reserve of at least 20% of  
         the value of the guaranteed amount is required to be on deposit in  
         the Expansion Fund.  After January 1, 2018, the minimum reserve is  
         increased to 25%.

       3)Authorizes the program manager to establish one or more accounts in  
         the Expansion Fund for FDCs participating in one or more programs  
         Small Business Finance Center programs.

       4)Specifies that each account in the Expansion fund is a legally  
         separate account.  Funds in one account are prohibited from being  
         used to satisfy loan guarantees or other financial product  
         obligations of another FDC, as specified.

       FISCAL EFFECT:  Unknown


       POLICY ISSUE FRAME:


       California offers a range of financial assistance to small businesses.  
        One of the largest programs is the SBLGP, which is administered  
       through the Small Business Finance Center at the IBank.  Moneys to  
       capitalize the program are deposited in the Expansion Fund and are  
       available to make payouts on defaulted loans.  The state has no legal  
       obligation to make payouts beyond the moneys within the Expansion  
       Fund.  Until January 1, 2018, a reserves of at least 20% of the value  
       of the guaranteed amount is required to be on deposit in the Expansion  
       Fund.  After January 1, 2018, the reserve amount is scheduled to be  
       increased to 25%.


       This bill permanently lowers the minimum reserve amount to 10%.  In  
       considering the appropriateness of this change, it is important to  
       recognize that the statutory limits are not necessarily the  








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       operational limits of the program.  Within the statutory limits, the  
       program manager is responsible for setting the reserve ratio for the  
       overall program, as well as for the individual accounts of the FDCs.   
       The advantage in lowering the minimum reserve is that additional  
       guarantees may be issued for small business loans throughout the  
       state.  The analysis includes additional information on the IBank, the  
       SBLGP, and related legislation.  An amendment is suggested in Comment  
       6.


       COMMENTS:  


       1)The Role of Small Businesses 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 $2.4  
         trillion economy.  Two separate studies, one by the U.S. Census  
         Bureau and another by the Kaufman Foundation, found that net job  
         growth was strongest among businesses with less than 20 employees.   
         Among other advantages, small businesses are crucial in the state's  
         international competitiveness and are an important means for  
         dispersing the positive economic impacts of trade and development  
         within the California economy.  

         Nonemployer firms make up the single largest component of businesses  
         in California, 2.9 million out of an estimated 3.8 million firms in  
         2013, with the highest number of businesses (515,814) in the  
         professional, scientific, and technical services industry sector.   
         As these non-employer businesses grow, they continue to serve as an  
         important component of California's dynamic economy.  Excluding  
         nonemployer firms, businesses with less than 20 employees comprise  
         nearly 90% of all businesses and employ over 18% 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 3.1 million  








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         firms ($162.4 billion in revenues) for 2014.  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, results in  
         certain challenges in meeting regulatory requirements, accessing  
         capital, competing for large-size contracts and marketing their  
         goods and services.  



       2)Background on the I-Bank:  The IBank was established in 1994 to  
         promote economic revitalization, enable future development, and  
         encourage a healthy climate for jobs in California.  Housed within  
         GO-Biz, it is governed by a five-member board of directors comprised  
         of the Director of GO-Biz (chair), the State Treasurer, the Director  
         Department of Finance, the Transportation Agency, and a Governor's  
         appointee.  The day-to-day operations of the IBank are directed by  
         the Executive Director who is an appointee of the Governor and is  
         subject to confirmation by the California State Senate.  Currently,  
         the IBank has authority for 25 staff members.
         The IBank does not receive any ongoing General Fund support, rather  
         it is financed through fees, interest income and other revenues  
         derived from its public and private sector financing activities.   
         According to its most recent Comprehensive Annual Financial Report,  
         its programs continue to provide revenues sufficient to cover  
         operating expenses.  


         The IBank administers four primary programs: (1) the Infrastructure  
         State Revolving Fund which provides direct low-cost financing to  
         public agencies for a variety of public infrastructure projects; (2)  
         the Conduit Bond Program which provides financing for manufacturing  
         companies, public benefit nonprofit organizations, public agencies  
         and other eligible entities; (3) the California Lending for Energy  
         and Environmental Needs (CLEEN) Center; and (4) the Small Business  
         Finance Center which helps small businesses access private financing  
         through loan guarantees, direct loans, and performance bond  
         guarantees.  There is no commitment of I-Bank or state funds for any  
         of the conduit revenue bonds.  Even in the case of default, the  








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         state is not liable.


         Since its creation in 1994, the IBank has loaned, financed, or  
         participated in over $34 billion in infrastructure and economic  
         expansion projects.  This includes over $400 million to local and  
         state agencies, developing a high-level of expertise in the  
         financing of public infrastructure.  The IBank also serves as the  
         state's only general purpose financing authority with broad  
         statutory powers to issue revenue bonds, make loans, and provide  
         guarantees.  Over $33 billion in conduit revenue bonds have been  
         issued by the IBank since 2000.  


       3)The Small Business Finance Center:  The Small Business Finance  
         Center was established pursuant to AB 1247 (Medina and Bocanegra),  
         Chapter 537, Statutes of 2013.  In addition, to transferring the  
         SBLGP from the soon to be defunct Business, Transportation and  
         Housing Agency, the bill modernized the state's delivery of small  
         business finance, which included providing greater program  
         flexibility and authority to the IBank Board.  Development of AB  
         1247 was a collaborative effort between the JEDE Committee, GO-Biz,  
         and the IBank.   
         The SBLGP is locally administered through nine FDCs, which review  
         and approve state-backed guarantees on loans made through private  
         lending institutions.  In order to qualify for financial assistance  
         under the SBLGP, a business must be able to demonstrate that they  
         are not able to access private financing without the use of the  
         guarantee.


         In 2011, California received significant federal funding through the  
         State Small Business Credit Initiative (SSBIC), a program  
         established under the federal Small Business Jobs Act.  Under the  
         federal funding formula, California received $168 million, which is  
         the largest amount of any state.  The next highest award was $97  
         million for Florida, with every state that applies receiving a  
         minimum of $13.1 million. One-half of California's moneys are being  
         used to capitalize a second and slightly modified SBLGP that  








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         reflects the nuisances of the federal requirements.


         Since receiving the federal funds, the priority of the SBLG Program  
         has been to use the federal funds, rather than the state guarantee  
         funds.  In 2014-15, the state guarantee was exclusively used for  
         renewals within the portfolio and for guarantees that were not  
         eligible under the federal requirements.  In FY 2014-15, 124 loans  
         ($37.4 million) were guaranteed using $21.1 million in state funds.   
         Borrowers reported that 2,813 jobs were created or retained under  
         the state-side of the SBLGP.  


         In fiscal year 2014-15, 252 guarantees were made for a total of $130  
         million in loans using $92.8 million of federal State Small Business  
         Credit Initiative funds.  Borrowers reported that 11,781 jobs were  
         created or retained.  


       4)Default Rates:  The SBLGP is over 30 years old and has been overseen  
         by a range of state entities.  Its historically low default rate is  
         a testament to the diligence and skill of the FDCs who provide both  
         technical and financial assistance to the small businesses they  
         serve. 
         In 2007, legislation was enacted to lower the reserve amount from  
         25% to 20%. [AB 610 (Price), Chapter 601, Statues of 2007]  In the  
         years prior to change, the SBLGP had a default rate at or below  
         traditional lenders: 0.25% in 2005-06 and 0.10% in 2004-05. The  
         five-year default rate in 2005-06 was 0.79%. The default rate for  
         the comparable portfolio of the Small Business Administration is  
         3.5% to 5%.


         Even in the challenging economic times of the great recession, the  
         SBLGP had very limited defaults, as shown in the chart below.












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          ------------------------------------------------------------------- 
         |Defaults in the Small Business Loan Guarantee Programs (2011-2015) |
         |                                                                   |
         |                                                                   |
          ------------------------------------------------------------------- 
         |----------+-------------------------+------------------------------|
         |          |      Federal Funds      |         State Funds          |
         |          |                         |                              |
         |          |                         |                              |
         |----------+-------------------------+------------------------------|
         |   2011   |         0.000%          |            0.632%            |
         |          |                         |                              |
         |          |                         |                              |
         |----------+-------------------------+------------------------------|
         |   2012   |         0.000%          |            0.488%            |
         |          |                         |                              |
         |          |                         |                              |
         |----------+-------------------------+------------------------------|
         |   2013   |         0.008%          |            0.401%            |
         |          |                         |                              |
         |          |                         |                              |
         |----------+-------------------------+------------------------------|
         |   2014   |         0.073%          |            0.150%            |
         |          |                         |                              |
         |          |                         |                              |
         |----------+-------------------------+------------------------------|
         |   2015   |         0.030%          |            0.178%            |
         |          |                         |                              |
         |          |                         |                              |
          ------------------------------------------------------------------- 
          ------------------------------------------------------------------- 
         |                                           Source:  GO-Biz 6/7/2016|
         |                                                                   |
         |                                                                   |
          ------------------------------------------------------------------- 











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       5)The Need for Active Management of Underserved Areas and Supporting  
         Underserved Population Groups:  California has benefited greatly  
         from the additional federal funding for SBLGP activities.  Prior to  
         receiving these funds, the state program was struggling to scale up  
         after being effectively shut down in 2009 and 2010.  The federal  
         funding not only provided new capital, but more importantly ensured  
         that the FDCs had an ongoing source of capital on which to build  
         programs and hire financial professionals to meet the needs of small  
         businesses within their regions.
         Given California's growing income inequality, resources such as the  
         SBLGP offer the state a rare opportunity to counter this disturbing  
         econmic trend.  Research shows that net new job growth is actually  
         strongest among businesses with less than 20 employees and that  
         entrepreneurial activity often serves as a catalyst for building  
         economic stability within communities, neighborhoods, and individual  
         households.  





        ---------------------------- 
       |  Chart 1 - Comparison of   |
       |  Business Growth by Race,  |
       |  Ethnicity, and Veterans   |
        ---------------------------- 
       |-----------------+---------|
       |    Business     | Percent |
       |    Ownership    | Change  |
       |                 | 2007 to |
       |                 |  2012   |
       |                 | Number  |
       |                 | of all  |
       |                 |  Firms  |
       |-----------------+---------|
       |Asian American   |  44.3%  |
       |Women            |         |
       |-----------------+---------|
       |Asian American   |  25.7%  |








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       |Men              |         |
       |-----------------+---------|
       |Black Women      |  67.5%  |
       |-----------------+---------|
       |Black Men        |  18.8%  |
       |-----------------+---------|
       |Hispanic Women   |  87.3%  |
       |-----------------+---------|
       |Hispanic Men     |  39.3%  |
       |-----------------+---------|
       |White Women      |  10.1%  |
       |-----------------+---------|
       |Veteran Women    |  29.6%  |
       |-----------------+---------|
       |Veteran Men      |  7.7%   |
        --------------------------- 
        ---------------------------- 
       |     Source: 2012 Survey of |
       |Business Owners             |
       |                            |
       |                            |
       |                            |
        ---------------------------- 
         The 2012 Survey of Business Owners, published by U.S. Census Bureau,  
         offers additional data as to the important role that businesses can  
         play in dispersing economic benefits among underrepresented groups.   
         Among other findings, the data shows a 27.5% increase in women-owned  
         businesses between 2007 and 2012, as compared to a 7.9% increase in  
         businesses owned by men.  Women-owned businesses also experienced  
         the greatest increase in the number of people they employed and  
         wages paid.  Chart 1 displays data on the growth of business  
         ownership during the report period for selected groups.  


         The SBLGP annually reports on a number of financial elements,  
         including defaults, as well as the race/ethnicity, and gender of  
         borrowers.  Beginning in 2017, the annual report will also include  
         data on geographic location of businesses served. [AB 1537 (JEDE),  
         Chapter 191, Statutes of 2015]  








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        ------------------------ 
       |  Chart 2 - California  |
       |      Businesses        |
       |                        |
       |                        |
        ------------------------ 
       |----------+-----+-------|
       |All firms |100% |3,548,4|
       |          |     |  49   |
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       | Male     |52.2%|       |
       |          |     |  1,852,580|
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |Female    |37.2%|1,320,0|
       |          |     |  85   |
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |Co-Owned  |     |       |
       |M/F       |8.8% |315,782|
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |White     |     |2,343,4|
       |          |66%  |39     |
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |Black     |4.90%|177,302|
       |          |     |       |








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       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |American  |1.10%|41,254 |
       |Indian    |     |       |
       |and       |     |       |
       |Alaska    |     |       |
       |Native    |     |       |
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |Asian     | 17% |604,870|
       |          |     |       |
       |          |     |       |
       |          |     |       |
       |----------+-----+-------|
       |Hispanic  | 23% |815,304|
       |          |     |       |
       |          |     |       |
       |          |     |       |
        ------------------------ 
        ------------------------ 
       | Source: 2012 Survey of |
       |         Business Owners|
       |                        |
       |                        |
       |                        |
       |                        |
       |                        |
        ------------------------ 
         Of the 376 loans guaranteed in 2014-15 using the federal and state  
         funds, 64.63% were male, 17.02% were women, and 18.35% were co-owned  
         by men and women. The race/ethnicity of the owners of the small  
         businesses assisted:  Caucasian 62.77%; Asian/Pacific Islander  
         8.51%; Hispanic 9.31%; African American 3.19%; Asian Indian 4.52%;  
         and Native American 0.80%.   


         Comparing the 2014-15 loan guarantees to the overall make-up of  








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         California businesses (Chart 2), shows that, overall, the ownership  
         of businesses accessing the SBLGP during the report period was more  
         heavily comprised of businesses owned by white males.  The  
         percentage of businesses equally co-owned, whoever, was twice the  
         state average, 18.35% v. 8.8%.  


         While there are many factors that contribute to making a program  
         accessible to small businesses, these comparative reviews do suggest  
         that the IBank specifically engage with FDCs on what actions they  
         have taken and will take in the future to serve a more  
         representative group of businesses.


         Encouraging the active management of the SBLGP is an important duty  
         of the program manager and existing law provides him or her with key  
         tools by which to accomplish this responsibility.  First, each FDC  
         has a statutory duty to undertake program activities that provide  
         outreach to low-resource small businesses and microbusineses and to  
         partner with other financial and community partners to accomplish  
         this duty, GC§ 63088.6.  Second, existing law also requires each FDC  
         to submit an annual written plan of operation to the program  
         manager, which should encompass all of its contractual duties, GC  
         §63089.1.  Third, the program manager has the authority to  
         distribute and even withhold Expansion Fund moneys to ensure FDCs  
         meet program responsibilities, as outlined in their annual contract,  
         GC §63089.1.  Collectively, these duties and responsibilities  
                                                          underscore the fundamental mandate of the program to serve a wide  
         range of small businesses from across the state that have a  
         representative ownership that reflects the diversity of the state.


       6)Amendment for the Committee's Consideration:  By removing the sunset  
         provisions, the bill eliminates one method by which the public and  
         the Legislature periodically focus on leverage ratios and default  
         rates of the SBLGP.  On a going forward basis, it may be appropriate  
         to codify the specific role of the IBank Executive Director in  
         reviewing the setting of loan guarantee reserve ratios with the  
         program manager. 








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       7)Related Legislation:  Below is a list of the related bills.


          a)   AB 610 (Price): Leverage of the Small Business Expansion Fund:  
             This bill enhances the Small Business Loan Guarantee Program's  
            ability to leverage existing program dollars resulting in the  
            ability to serve more small businesses financial needs per year.   
            More specifically, the bill authorizes a 20% reserve to  
            outstanding loan guarantees rather than a 25% reserve.  Status:   
            Signed by the Governor, Chapter 601, Statutes of 2007. 


          b)   AB 1247 (Medina and Bocanegra) Small Business Finance Center:   
            This bill establishes the California Small Business Finance  
            Center at the IBank, within the Governor's Office and Economic  
            Development, and transfers the authority to administer the small  
            business loan guarantee program, direct disaster loans, surety  
            bond guarantees, and other related programs to the I-Bank.   
            Status:  Signed by the Governor, Chapter 537, Statutes of 2013.    






          c)   AB 1537 (Assembly Committee on Jobs, Economic Development, and  
            the Economy) Small Business Finance Center:  This bill expands  
            reporting requirements for programs financed through the  
            California Small Business Finance Center by including annual  
            reporting on the general geographic location of assisted  
            businesses.  This information is essential to monitoring that  
            small businesses throughout the state have access to these  
            programs.  Status:  Signed by the Governor, Chapter 191, Statutes  
            of 2015.



          d)   AB 2671 (Assembly Committee on Jobs, Economic Development and  
            the Economy) Small Business Access to Capital:  This bill  








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            extends, until January 1, 2018, the sunset date on the maximum  
            allowable leverage of reserve funds necessary under Small  
            Business Loan Guarantee Program.  On January 1, 2013, the maximum  
            leverage rate was scheduled to return to 25% or four dollars for  
            every one dollar of loan guaranteed.  This bill allows the  
            program to continue to operate at the 20% reserve limit. The  
            Director of the SBLGP has the discretion to set a lesser leverage  
            amount for the overall program and for any individual small  
            business financial development corporation.  Status:  Signed by  
            the Governor, Chapter 648, Statutes of 2012.   
       REGISTERED SUPPORT / OPPOSITION:





       Support


       California Infrastructure Development Bank (sponsor)


       Association of Financial Development Corporations


       California Asian Pacific Chamber of Commerce 


       California Association for Local Economic Development 


       California Association for Micro Enterprise Opportunity 


       California Association of Independent Businesses


       California Bankers Association









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       California Black Chamber of Commerce


       California Capital Financial Development Corporation


       California Chamber of Commerce


       California City Economic Development Corporation


       California Coastal Rural Development Corporation


       California Community Banking Network


       California Small Business Association


       California Southern Small Business Development Corporation


       City of Dublin


       City of Fountain Valley


       City of Long Beach


       City of Sacramento


       Northern California Financial Development Corporation









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       Orange County Business Council


       Pacific Coast Regional Development Corporation


       San Gabriel Valley Economic Partnership 


       Silicon Valley Economic Partnership


       Small Business California 


       Small Business Development Corporation of Orange County


       Small Business Majority


       Solano Economic Development Corporation


       Southwest California Legislative Council


       Stanislaus Business Development Center


       Sun Village park Association


       Superior California Economic Development


       Tuolumne County Economic Development Corporation









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       Valley Small Business Development Corporation





       Opposition


       None Received







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