BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                    AJR 3|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 651-1520         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                                 THIRD READING


          Bill No:  AJR 3
          Author:   Dickinson (D), et al
          Amended:  7/6/11 in Senate
          Vote:     21

           
           SENATE GOVERNANCE & FINANCE COMMITTEE  :  9-0, 6/29/11
          AYES:  Wolk, Huff, DeSaulnier, Fuller, Hancock, Hernandez, 
            Kehoe, La Malfa, Liu

           ASSEMBLY FLOOR  :  60-0, 4/14/11 - See last page for vote


           SUBJECT  :    Federal taxation

           SOURCE  :     Author


           DIGEST  :    This resolution urges the United States Congress 
          to extend the alternative minimum tax holiday for airport 
          private activity bonds.

           ANALYSIS  :    

          Existing law states:

          1. The federal Revenue and Expenditure Control Act of 1968 
             (Act) classified debt issued by publicly owned airports 
             as tax-exempt private activity bonds.

          2. The Act requires taxpayers to include interest income 
             from private activity bonds for purposes of the 
             alternative minimum tax.
                                                           CONTINUED





                                                                 AJR 3
                                                                Page 
          2


          3. The application of the alternative minimum tax (AMT) 
             within the bond marketplace results in investors 
             requiring higher interest rate premiums when airports 
             bring debt issues to market.

          4. Airport bonds typically carry interest rates 1.5 percent 
             higher than nontaxable bonds, costing a $250 million 
             project $20 million in increased financing costs;.

          5. Congress enacted an AMT holiday for private activity 
             bonds resulting in increased levels of capital projects 
             at airports nationwide.

          6. Many airport capital construction projects address a 
             combination of safety, security, and capacity 
             requirements and will improve the efficiency of airport 
             operations.

          7. California airports are currently investing 
             approximately $2 billion in capital construction 
             projects.

          8. Capital investments at California airports are 
             generating hundreds of construction and permanent 
             employment opportunities.

          This resolution respectfully urges the United States 
          Congress to extend the alternative minimum tax holiday for 
          private activity bonds for airports.  The Joint Resolution 
          makes several findings regarding interest rate premiums, 
          airport bond interest rates, the American Recovery and 
          Reinvestment Act, the merits of airport capital 
          construction projects, as well as airport investments and 
          its resultant employment.

           FISCAL EFFECT  :    Fiscal Com.:  No

           SUPPORT  :   (Verified  7/6/11)

          California Airports Council
          Long Beach Airport
          Sacramento International Airport
          San Diego International Airport







                                                                 AJR 3
                                                                Page 
          3


           ARGUMENTS IN SUPPORT  :    According to the author, "AJR 3 
          urges Congress to extend the AMT holiday for private 
          activity bonds to maintain strong capital investments at 
          California airports.  California airports have greatly 
          benefited from the 2-year AMT holiday as they have enticed 
          investors to fund airport infrastructure projects.  For 
          example, Sacramento International Airport's Central 
          Terminal B is currently under capital construction projects 
          with great thanks to the AMT holiday-$480 million.  The tax 
          relief was a major beneficial factor in the financing of 
          the new terminal - without the AMT holiday, bond investors 
          would have demanded higher interest rates to compensate for 
          the tax liability of the interest.  This has continued to 
          bring tremendous job growth to the Sacramento region, thus 
          boosting economic activity.  In addition to Sacramento, 
          there are currently six other California airports that have 
          on-airport capital projects underway, all of which would 
          have been much smaller in scope or higher in costs absent 
          the AMT holiday.  San Francisco International Airport will 
          be opening Terminal 2 on April 9, 2011 - funding for which 
          was aided by the AMT holiday."


           ASSEMBLY FLOOR  : 
          AYES: Achadjian, Allen, Ammiano, Atkins, Beall, Bill 
            Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Campos, Carter, Cedillo, Chesbro, 
            Cook, Davis, Dickinson, Donnelly, Eng, Fletcher, Fong, 
            Fuentes, Furutani, Gatto, Gordon, Hagman, Hall, Hayashi, 
            Roger Hern�ndez, Hill, Huber, Hueso, Huffman, Jeffries, 
            Lara, Bonnie Lowenthal, Ma, Mansoor, Miller, Mitchell, 
            Monning, Nestande, Nielsen, Norby, Pan, Perea, V. Manuel 
            P�rez, Portantino, Silva, Skinner, Smyth, Solorio, 
            Swanson, Torres, Valadao, Wieckowski, Yamada, John A. 
            P�rez
          NO VOTE RECORDED: Alejo, Butler, Charles Calderon, Conway, 
            Feuer, Galgiani, Garrick, Gorell, Grove, Halderman, 
            Harkey, Jones, Knight, Logue, Mendoza, Morrell, Olsen, 
            Wagner, Williams, Vacancy


          AGB:do  7/6/11   Senate Floor Analyses 








                                                                 AJR 3
                                                                Page 
          4

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****