BILL ANALYSIS
SB 826
Page 1
Date of Hearing: July 8, 2009
ASSEMBLY COMMITTEE ON APPROPRIATIONS
Kevin De Leon, Chair
SB 826 (Committee on Governmental Organization) - As Amended:
May 13, 2009
Policy Committee: Banking and
Finance Vote: 11-0
Urgency: No State Mandated Local Program:
No Reimbursable:
SUMMARY
This bill makes a number of technical changes to the State
General Obligation Bond Law. Key provisions of the bill:
1)Clarify circumstances under which variable rate bonds with
hedging contracts may be considered fixed rate bonds for
purposes of determining the share of bonds outstanding that
have fixed versus variable rates. (This is relevant because
current law limits the percentage of bonds outstanding that
may have variable interest rates to 20%.)
2)Clarify that contractual obligations related to variable rate
bonds are backed by the full faith and credit of the state if
the bond act was approved by the voters after January 1, 2002.
3)Delete existing law provisions that require reports of bonds
outstanding to include commercial paper that has been
authorized by a bond committee, but not yet issued.
4)Clarify circumstances where existing provisions apply to
competitive versus negotiated sales, ensuring that certain
provisions will not be interpreted as placing unnecessary
requirements on negotiated sales.
5)Increase the maximum maturity period for short-term bond
anticipation notes from two to five years, and makes other
changes that give the state treasurer greater flexibility to
structure the terms of a bond anticipation note.
SB 826
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FISCAL EFFECT
No significant impact on state administrative costs. Potential
significant GF debt-service related savings to the extent the
changes provide the treasurer with greater flexibility to
structure bond sales in ways that minimize interest costs.
COMMENTS
Rationale . This bill is sponsored by the state treasurer for the
purpose of updating general obligation bond law to reflect
changes that have taken place in the municipal bond markets in
recent years. It also incorporates changes suggested by the
Attorney General's Office and bond counsel to clarify existing
law and provide the treasurer with greater flexibility in
administering sales of general obligation bonds.
Analysis Prepared by : Brad Williams / APPR. / (916) 319-2081