BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1339
                                                                  Page  1

          Date of Hearing:   April 29, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

            AB 1339 (V. Manuel Perez) - As Introduced:  February 27, 2009 

          Policy Committee:                              Local  
          GovernmentVote:7-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill addresses past misallocations of property taxes to the  
          Imperial County Free Library by deeming apportionments made from  
          2001-02 to 2006-07 to be correct and requiring that  
          apportionments made in 2007-08 to be made based on corrected  
          factors.

           FISCAL EFFECT

           The bill would forgive about $950,000 of past ERAF contributions  
          owed from the Imperial County free library to school districts.  
          Under Proposition 98, local property tax contributions offset GF  
          expenditures for schools on a dollar-for-dollar basis. Thus, the  
          impact of this bill is a loss of resources available to the GF  
          of $950,000. 

           COMMENTS    
           
          1)Background - ERAF . In 1992-93 and 1993-94, in response to  
            serious budgetary shortfalls, the Legislature and  
            administration permanently redirected over $3 billion of  
            property taxes from cities, counties, and special districts to  
            schools and community college districts. Under Proposition 98,  
            these redirected funds reduce the state's funding obligation  
            for K-14 school districts by a commensurate amount.

            The property tax shift is accomplished through contributions  
            that cities, counties, and special districts (such as library  
            districts) deposit into the Education Revenue Augmentation  
            Fund (ERAF), the proceeds of which then are transferred to  
            school districts within the county. These contributions grow  








                                                                  AB 1339
                                                                  Page  2

            over time in line with the property tax growth rate in each  
            local jurisdiction. Property tax allocations and annual  
            contributions to ERAF are made by the county auditor.

           2)Rationale  . AB 1339 is sponsored by the County of Imperial to  
            rectify a local taxation problem. An audit by the State  
            Controller's Office determined that the county auditor  
            inadvertently left the library out of the ERAF contributions  
            made by local entities within the county.  The county  
            indicates that the ERAF contribution is now being made and the  
            library is moving forward with a substantially smaller revenue  
            stream.  The county asserts that relief for past  
            misallocations is needed because the library is a valuable  
            resource, and the relief will enable it to continue providing  
            literacy services to the area's residents. 

           3)Key fiscal question  . Since this misallocation by the county  
            auditor is related to ERAF contributions, the full fiscal  
            impact of this bill will be borne by schools, and ultimately  
            the GF.  The question that this bill poses is, given its dire  
            fiscal situation, should the state bear 100% of the cost  
            resulting from past misallocations by the county, or should  
            some or all of the cost be shared by the county and/or  
            library.

           Analysis Prepared by  :    Brad Williams / APPR. / (916) 319-2081