BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 65
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           REPLACE 09/10/09-PER COMMITTEE CONSULTANT
           
          SENATE THIRD READING
          SB 65 (Ducheny)
          As Amended  September 4, 2009
          2/3 vote.  Urgency 

           SENATE VOTE  :vote not relevant  
           
           SUMMARY:   Makes changes to bonding requirements, as requested by  
          the State Treasurer's Office, and provide for additional  
          deferrals of state payments to address the cash crisis the state  
          is currently in.  Specifically, these amendments:

          1)Increases from 2% to 3%, until June 30, 2013, the amount which  
            may be appropriated for fees, costs, and other similar  
            expenses incurred in connection with a credit enhancement of  
            liquidity agreement linked to a bond sale.

             a)   Without this provision, the Treasurer will be unable to  
               extend existing debt and efficiently handle the current  
               cash situation.

          2)Defers $250 million in payments to the University of  
            California System from February to no earlier than April 20th,  
            but no later than May 31, 2010.

          3)Defers $250 million in payments to the California State  
            University System from February to no earlier than April 20th,  
            but no later than May 31, 2010.

          4)Defers $150 million in payments to the California State  
            University System from March to no earlier than May 1st, but  
            no later than May 31, 2010.

          5)Defers $100 million in payments to the California Community  
            College System from March 2009 to May 2010.

          6)Modifies the deferral of Highway User Tax Account (HUTA)  
            payments such that July and August 2009 payments shall be made  
            in September of 2009.  Additionally, payments for November  
            2009 through March 2010 shall be paid on, or within 2 working  
            days of, April 28, 2010.  









                                                                  SB 65
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             a)   Exempts counties with a population of less than 40,000  
               from the deferral; and,

             b)   Allows locals to utilize other fund reserves to meet  
               cash obligations during the deferral period.

          7)Delays state SSI/SSP payment to the federal government in  
            February and March 2010 to no earlier than April 20th, but no  
            later than May 31, 2010.

          8)Urgency Clause: Declares this bill take effect immediately as  
            an urgency statute.

           FISCAL EFFECT:
           
          1)The cash deferral provisions of this bill will reduce the cost  
            to the state by reducing the size of the Revenue Anticipation  
            Notes (RANs) that must be issued, as well as reducing the  
            interest rate for those bonds.  Near term interest costs for  
            this borrowing is likely increase by over $50 million per year  
            without these provisions.  

          2)The provisions affecting the Treasurer's ability to extend  
            existing debt will save the state billions of dollars.  If  
            these provisions are not approved, the Treasurer will be  
            required to either:

             a)   Retire that debt at a cost of approximately $2 billion.   
               These funds will likely come from planned GO bonds.  These  
               bond funds are intended to fund projects throughout the  
               state, and would have to be diverted for this purpose  
               instead; or,

             b)   Pay interest and other costs on these existing debts at  
               an increased rate with a current year cost of $150 million,  
               2010-11 costs of over $600 million, and increasing interest  
               costs each year there-after until these debts are retired.   



           Analysis Prepared by  :   Adam Dondro / BUDGET / (916) 319-2099 


                                                               FN:  0003150








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