BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2287
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          Date of Hearing:   April 20, 2010

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                               V. Manuel Perez, Chair
                     AB 2287 (Bass) - As Amended:  April 5, 2010
           
          SUBJECT  :   California Business Investment Service

          SUMMARY  :  Establishes the Office of Economic Development (ED  
          Office) which includes the California Business Investment  
          Services Program (CalBIS), within the Governors Office.   
          Specifically,  this bill  :  

          1)Establishes the ED Office within the Governor's Office. The  
            Office is under the control of a Secretary, who is required to  
            be confirmed by the Senate.  

          2)Establishes CalBIS, which is administered through the Office,  
            for the purpose of serving employers, corporate executives,  
            business owners, and site location consultants who are  
            considering California for business investment and expansion.   


          3)Requires CalBIS to have a well-advertised telephone number, an  
            interactive website, and have the ability to convene strike  
            teams on key business development situations.  

          4)Requires CalBIS to provide the following:

             a)   Economic and demographic data.

             b)   Financial information and help link businesses with  
               state and local public and private programs.

             c)   Workforce information including labor availability, as  
               well as training and education programs.

             d)   Transportation and Infrastructure information.

             e)   Assistance in obtaining state and local permits.

             f)   Information on tax credits and other incentives.

             g)   Permitting, siting and other regulatory information  
               pertinent to business operations in California.








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          5)Requires the Secretary to work collaboratively with local,  
            regional, federal, and other state public and private  
            marketing institutions and trade organizations in attracting,  
            retaining, and helping businesses grow and be successful in  
            California.

           EXISTING LAW  

          1)Requires the Governor to prepare the Environmental Goals and  
            Policy Report every four years for the purpose of defining the  
            state's 20 year growth and economic development strategy with  
            particular attention to statewide land use policy.  

          2)Establishes the Office of the Small Business Advocate (OSBA)  
            with the Governor's Office of Planning and Research for the  
            purpose of supporting small business development within the  
            state.

           FISCAL EFFECT  :   Unknown

           COMMENTS  : 

           1)Author's intent  :  In February 2010, the Little Hoover  
            Commission released a report entitled Making up for Lost  
            Ground: Creating a Governor's Office of Economic Development.   
            The report analyzed the status and effectiveness of the  
            various pieces of the defunct Technology, Trade and Commerce  
            Agency that had been reorganized into other state entities.  
           
             The report recommended the creation of a new governmental  
            entity to fill the void left by the dismantled agency.  It  
            called for a single agency that would promote greater economic  
            development, foster job creation, and deliver specific  
            services (i.e. permitting, tax, regulatory, and other  
            information) directly to the California business community.   
            AB 2287 creates the Office of Economic Development within the  
            Governor's Office and establishes small business participation  
            goals for state agencies.

           2)California's mish-mash of economic development programs  :  One  
            of the primary ways bywhich states compete for businesses and  
            industry is through their fiscal policies, including income  
            tax- and sales and use tax-based incentives.  California's  
            economic development related incentives include tax benefit  








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            programs that address the purchase and depreciation of  
            equipment, the undertaking of research and development of new  
            products and technologies, targeting of private investments,  
            and special treatment for small businesses under the state's  
            tax laws. 

            In addition to tax incentives, the state funds and/or  
            administers a limited number of programs and services to  
            assist business and workforce development, including, but not  
            limited to, the OSBA; the California Small Business Loan  
            Guarantee Program; international trade and foreign investment  
            activities; the federal Small Cities Community Development  
            Block Grant Program; the Enterprise Zone Program; the  
            Employment Training Panel; the California Workforce Investment  
            Board; the ESP; and the small business and disabled  
            veteran-owned business enterprise procurement preference  
            programs.

            There is, however, no single location where these programs,  
            services, and activities come together into a single  
            comprehensive strategy.  Further, recent budget actions have  
            reduced tax incentives and eliminated key programs and  
            services.  California's budget problems cannot be sufficiently  
            addressed until the state addresses the needs of workers,  
            businesses, and investors.  A current economic development  
            strategy, as proposed in this bill, will allow the state to  
            best analyze how existing programs and services work together.  
             Without such actions it will be difficult to maximize public  
            investments with ongoing private sector activities, including  
            current and future federal stimulus moneys.   

            Expanded descriptions of the above referenced programs can be  
            found in the Assembly Committee on Jobs, Economic Development  
            and the Economy (JEDE) white paper, California's Economic  
            Development Programs:  Meeting the Challenges of Today's  
            Economy.

           3)Bringing direction and accountability into the state's  
            economic development activities  :  The challenges of bringing  
            together a coherent, outcome oriented economic and workforce  
            development program have been discussed by Assembly and Senate  
            policy committees since the demise of the Technology, Trade  
            and Commerce Agency (TTCA) in 2003.
           
             With the elimination of the TTCA, many have opinioned that the  








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            state lost focus and potentially its ability to adequately  
            support business development and job creation.  Further  
            compounding the state's ability to decisively act on economic  
            development recommendations is the ESP's failure to meet its  
            statutory obligation to update the state Economic Development  
            Strategic Plan every two years.  No economic development plan  
            has been prepared since 2002. 

            Beginning in 2005, JEDE held hearings and sponsored  
            legislation to, at a minimum, bring greater coordination of  
            existing state programs and services and call for an updated  
            economic development strategy.

            JEDE sponsored legislation in 2007 (AB 1721 [Arambula],  
            Chapter 631), designating the Business, Transportation and  
            Housing Agency as having primary responsibility for the  
            facilitation of economic development activities.  The  
            following year, the Budget Act deleted this designation, once  
            again leaving the state with no lead agency for state economic  
            development activities.

            Also in 2007, JEDE sponsored legislation (AB 1606 [Arambula  
            and Lieu]), to require the state to centralize its existing  
            economic development programs within the ESP, however, that  
            bill was vetoed by the Governor.  The Governor's veto message  
            stated that he would be coming forward with his own  
            restructuring program in the following year.   In 2008 and  
            2009, JEDE sponsored three additional bills to try to improve  
            coordination of programs and to better leverage private sector  
            dollars.  Each of these bills were either vetoed or held in  
            the Assembly or Senate Appropriations Committee.  Full  
            descriptions are described in the final comment on this bill.

            In August of 2009, JEDE sponsored a seventh bill relating to  
            realigning the state's economic and workforce development  
            resources, AB 1558 (VM Perez), pending in Senate Business  
            Professions and Economic Development Committee.   

          4)The Little Hoover Commission and Legislative Responses  :  In  
            February 2010, the Little Hoover Commission (LHC) completed an  
            extended review of the state's economic and workforce  
            development programs and services and released its report,  
             Making up for Lost Ground: Creating a Governor's Office of  
            Economic Development  .  
           








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             While the LHC heard substantial criticism about the state's  
            business climate during its review, this report focused on how  
            the state could better organize and utilize its existing  
            business focused and broader economic and workforce  
            development programs and services.  The report noted that the  
            state's current economic development activities are spread-out  
            over numerous  agencies, boards, commissions and financing  
            authorities.  "More than 10 advisory panels, boards and  
            commissions, with more than 150 combined members from the  
            public and private sectors, provide guidance on how the state  
            should spend millions of dollars on economic and workforce  
            development programs. This fragmentation helps explain why  
            state government lacks a vision or voice for California  
            economic development," states the report.

            Further, the LHC report states that this lack of a cohesive  
            vision has resulted in a leadership void that has diminished  
            the state's ability to coordinate state resources and evaluate  
            the overall effectiveness of the state's economic development  
            efforts.  Based on its hearings and research, the LHC report  
            made four core recommendations:

             a)   The state must create a high-profile office for economic  
               development within the Governor's Office, to bring together  
               critical functions of existing state economic development  
               entities. The office should serve as the visible point of  
               contact for existing and prospective businesses and  
               economic development leaders at the local, state and  
               federal levels.  Key information should be compiled and  
               made available through a well-publicized web site.  

             b)   A series of Action Teams must be created within the  
               Governor's ED Office.  CalBIS should be moved from the LWD  
               to the Governor's ED Office and serve as the foundation for  
               this more robust outreach unit. 

             c)   A policy unit must be created within the Governor's ED  
               Office to develop a statewide vision for economic growth.   
               Guided through bottom-up input from public and private  
               entities, the ED Office should take over the statutory  
               responsibilities of the ESP and develop the state economic  
               development strategy.

             d)   The Governor's ED Office must serve as an advocate for  
               big-picture prosperity and economic growth, including  








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               serving as a representative on the California Strategic  
               Growth Council and TeamCalifornia and partnering with  
               public and private entities, such as legislative policy  
               committees.

            The Speaker Emeritus of the Assembly, who served as a Member  
            of the LHC, introduced AB 2287 in anticipation of the release  
            of the economic development report.  A companion bill, AB 2734  
            (John A. Perez) was also introduced in the Assembly and will  
            be heard in JEDE on the same day.  A Senate measure was also  
            introduced, SB 1259 (DeSaulnier), for the purpose of moving  
            the LHC recommendations forward.  SB 1259 proposes a slightly  
            different structure, however, by establishing a new state  
            agency rather than an office within the Governor's Office.  

            Governor Schwarzenegger has also begun to implement the  
            recommendations in the LHC report and on April 8 issued  
            Executive Order S-05-10, which created the Governor's Office  
            of Economic Development.   In general, policy makers can  
            consider the Governor's actions, as well as all of the  
            legislation discussed in this and the former comment, as  
            having similar essential concepts and clearly underlining the  
            importance and timeliness of moving forward on the state's  
            economic and workforce development activities in a more  
            connected and strategic fashion.

           5)The California economy  :  California is the one of the largest  
            and has one of the most diversified economies in the world  
            with a state gross domestic product (GDP) of over $1.8  
            trillion in 2008.  If California were an independent nation it  
            would rank as the eighth largest economy in the world.

            The state's significance in the global marketplace results  
            from a variety of historical factors, including its:  

                 Strategic west coast location that provides direct  
               access to the growing markets in Asia, Mexico and South  
               America; 

                 Economically diverse regional economies; 

                 Large, ethnically diverse population, representing both  
               a ready workforce and significant consumer base;

                 Access to a wide variety of venture and other private  








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               capital; 

                 Broad base of small- and medium-sized businesses; and  
               its culture of innovation and entrepreneurship,  
               particularly in the area of high technology.

            Economic growth in California has also historically outpaced  
            the growth rate of the nation as a whole.  The chart to the  
            left illustrates the industry make-up of California's economy  
            based on employment.  Among other economic distinctions, the  
            state has historically led the nation in export-related jobs,  
            small business development, and business start-ups.

            California's economy and business profile, however, have been  
            shifting.  As the chart below illustrates, between 2001 and  
            2009, there has been a significant shift from high wage jobs  
            with benefits to lower wage jobs, which often pay no benefits.  
             This shift is particularly acute in the manufacturing sector  
            where it is estimated that over 473,000 jobs were lost during  
            that time period.    

            In this recession, significant drops in consumer spending have  
            led to workforce reductions and business bankruptcies across  
            the state.  For much of 2009, the number of unemployed workers  
            rose 40 to 60,000 per month, and the year ended with a  
            seasonally adjusted unemployment rate of 12.4%, representing  
            2.25 million people who are officially identified as  
            unemployed (excludes those that have stopped looking for work,  
            among others).  The number of persons unemployed 27 weeks or  
            more increased by 443,000 (156.2%) since December of 2008.  

            While some economists believe California may have emerged from  
            the recession, there is little disagreement among forecasters  
            that unemployment is expected to remain above double digits  
            throughout 2010 and 2011.  Jobs will recover to their  
            pre-recession peak in the first half of 2013, however,  
            unemployment rates are likely to remain above 8% through much  
            of 2014.  

           1)Forecast of the next economy  :   In defining the post-recession  
            economy, think tanks, such as the Brookings Metropolitan  
            Policy Program, suggest policy makers look to four key trends.  
             First, the next economy is expected to be more export  
            oriented.  Second, it will be driven by new, lower-carbon  
            energy sources.  Third, the next economy will be based on a  








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            high level of global innovation, which will require "a  
            relentless pace of innovation, adaptation, and embracement of  
            new markets and processes-by no means a return to the past."   
            The fourth key trend is that the next economy will be led by  
            metropolitan areas - not nations and not states.  Metropolitan  
            areas will have to have the ability to compete with a network  
            of more sophisticated, hyperlinked and globally-connected  
            metropolitan economies.  

            To the extent these trends come to fruition, California should  
            be competitive among other states and nations to move forward  
            aggressively.  AB 2287 codifies the CalBIS program and in  
            doing so provides greater intention toward a more strategic  
            approach to attracting, retaining, and growing businesses in  
            the state.

           2)California's challenge and opportunity as a global competitor  :  
             For decades, California has been known as a place where  
            innovation and creativity flourishes.  As one of the largest  
            export states, exporting $120 billion in 2009, the state has  
            strong global connections.  These advantages, however, are  
            eroding.  

            Findings in a 2007 study prepared for the Business,  
            Transportation and Housing Agency stated that while California  
            was uniquely positioned to be a preferred global partner of  
            certain regions of the world, particularly those interested in  
            innovation, science, and technology, the state also faced  
            significant challenges from the global redistribution of  
            manufacturing and services and the growing talent pools in  
            other countries.   

            While the global recession may have slowed down growth  
            worldwide, the newly emerging economies of China, India, and  
            Singapore have already made significant investments in  
            research and development.  Emerging economies around the world  
            are striving to become leaders in innovation and not merely  
            "copycat" economies of the United States.  As one  
            Massachusetts Institute of Technology report states, "It is  
            not out of the question that they may soon be able to  
            'leapfrog' developed centers of innovation with new  
            innovations of their own."

            While these dynamics pose challenges to current leading  
            technology centers, they also offer California new  








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            opportunities for collaboration and cooperation.  The state is  
            already engaged in academic and research partnerships with  
            Canada and Iceland on renewable energy and other technologies.  
             The University of California at San Diego has a multi-year  
            manufacturing initiative with Mexico, supporting economic  
            growth on both sides of the border.  

            These types of partnership efforts, however, have not yet been  
            brought forward into a broader economic development framework  
            and are too often treated as one-off initiatives.  AB 2287  
            will direct the Secretary to work cooperatively with local,  
            regional, federal, and other state public and private  
            marketing institutions and trade organizations in attracting,  
            retaining, and helping businesses grow and be successful in  
            California.  Enormous potential exists in research,  
            development, and product manufacturing by capitalizing on  
            cross-border initiatives if California can successfully  
            transition to the new and more highly connected economic world  
            of the 21st Century.

           3)Amendments  :  Staff understands that the author will be  
            offering an amendment to codify the EO that mandates that each  
            agency and department expend 25% of their procurement funds  
            through certified small businesses. 

           4)Related legislation  :  Below is a list of related legislation.

              a)   AB 699 (Portantino and V Manuel Perez) - Demand and  
               Update State Economic Strategy 3  :  Updates the requirements  
               for the development of a State Economic Development  
               Strategy, especially in the areas of technology and  
               innovation, and requires it be submitted to the Legislature  
               by May 1, 2010.  Status:  Held in Assembly Appropriations  
               Committee in May 2009.

              b)   AB 1558 (V Manuel Perez) - EDD Reorganization Model  :   
               This bill realigns the state's economic and workforce  
               development programs within the Employment Development  
               Department to renamed the Economic and Employment  
               Development Department.  Status:  Pending in the Senate  
               Business, Professions and Economic Development Committee.
           
             c)   AB 1606 (Arambula and Lieu) - ESP Reorganization Model  :  
               This bill required the development of a strategy to  
               increase private investment in California's historically  








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               underserved communities, also known as emerging domestic  
               markets.  The bill also centralizes the state's existing  
               economic development programs with the Economic Strategy  
               Panel, in order to improve their coordination and impact on  
               California communities.  Status:  Vetoed by the Governor in  
               2007.  

              d)   AB 1721 (Arambula) - Designates BTH as Lead on Economic  
               Development  :  This bill designates the Business,  
               Transportation, and Housing Agency as the state's primary  
               agency responsible for the facilitation of economic  
               development activities.  The bill also establishes a fund  
               for receiving federal, state, local, and private economic  
               development moneys that can be used to further state  
               economic development activities.  No moneys may be used  
               from this fund without a specific appropriation by the  
               Legislature.  The bill also adds economic  
               development-related definitions and authorizes the  
               Business, Transportation, and Housing Agency to administer  
               specified federal Economic Development Administration  
               disaster recovery moneys.  Status:  Signed by the Governor,  
               Chapter 631, Statutes of 2007.

              e)   AB 1916 (Portantino, Arambula, Price, Salas, and  
               Caballero) - Demand and Update Economic Strategy 2:   This  
               bill updated the membership and requirements of the ESP,  
               especially in the areas of technology and innovation, and  
               required that the next State Economic Development Strategy  
               be submitted to the Legislature by January 1, 2010.   
                                                   Status:  Vetoed by the Governor in 2008.   
           
             f)   AB 2595 (Arambula) - State Manufacturing and Logistics  
               Strategy  :  This bill required the Secretary of Labor and  
               Workforce Development and the California Workforce  
               Investment Board to establish a Logistics Worker Training  
               Initiative for the purpose of increasing California  
               workers' competitiveness within the global manufacturing  
               value chain.  The outcome of this initiative is a state  
               strategy to support regionally based workforce  
               intermediaries that provide training in advanced logistical  
               systems, especially in the transportation and goods  
               movement sectors.  Status:  Vetoed by the Governor in 2007.

             g)   AB 2711 (Portantino, Arambula, Price and Salas) - State  
               Technology and Innovation Strategy:  This bill required the  








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               Secretary of the Business, Transportation and Housing  
               Agency to develop a comprehensive state technology and  
               innovation strategy to guide future state expenditures and  
               activities.  Status:  Held under submission in the Assembly  
               Committee on Appropriations in May of 2008.

              h)   AB 2734 (John A. Perez) - Office of Economic  
               Development  :  This bill implements the LHC report by  
               establishing the Office of Economic Development within the  
               Governors Office.  Status:  Pending in JEDE.

              i)   SB 1259 (DeSaulnier) - Economic Development and Job  
               Creation Agency:   This bill creates the Economic  
               Development and Job Creation Agency and requires the new  
               agency to perform duties relating to economic development  
               and job creation.  It requires the secretary to develop a  
               reorganization plan and propose a structure for the agency.  
                Status:  Pending in Senate Appropriations Committee.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
          
          None received

           Opposition 
           
          None received

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