BILL ANALYSIS                                                                                                                                                                                                    �





                                                                  AB 750

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          GOVERNOR'S VETO
          AB 750 (Hueso)
          As Amended  August 15, 2011
          2/3 vote

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          |ASSEMBLY:  |50-24|(June 1, 2011)  |SENATE: |23-15|(September 8,  |
          |           |     |                |        |     |2011)          |
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          |ASSEMBLY:  |54-25|(September 9,   |        |     |               |
          |           |     |2011)           |        |     |               |
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          Original Committee Reference:   J., E.D. & E.  

           SUMMARY  :  Establishes a 13-member Investment Trust Blue Ribbon 
          Task Force (Task Force) for the purpose of considering and 
          issuing its recommendation of the viability of establishing the 
          California Investment Trust (Trust) by December 2012.   

           The Senate amendments  :

          1)Reduce the number of appointments the Senate Rules Committee 
            and the Speaker of the Assembly make to the Task Force from 
            two to one.  In addition, the bill reduces the number of 
            appointments made by the Governor to the Task Force from five 
            to three.

          2)Add flexibility to Task Force appointment process.

          3)Require that the selection of Task Force staff to be made by 
            at least a two-thirds vote of the membership.

          4)Specify that the report shall represent the views of a 
            majority of the Task Force members, although the private 
            entity selected to staff the Task Force may include their own 
            findings in the report.

          5)Expand and change the required elements of the report 










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            including, but not limited to, considering whether the Trust 
            should be created as a new entity or as a modification to an 
            existing state entity.  

           AS PASSED BY THE ASSEMBLY  , this bill:

          1)Required the Secretary of the Business, Transportation and 
            Housing Agency (BTH) to convene a Task Force comprised of 
            appointees of the Governor, Senate Rules Committee, the 
            Speaker of the Assembly, as well as the State Controller, 
            State Treasurer, and Secretary of the Business, Transportation 
            and Housing.  

          2)Provided that the purpose of the Task Force is to consider the 
            viability of establishing the Trust, which would serve as, 
            among other things, a state bank receiving deposits of state 
            funds, and to report to the Legislature on its findings and 
            recommendations by December 2012.   

          3)Authorized the Task Force to consult with stakeholders and 
            establish an advisory committee.  Advisory committee members 
            are not entitled to expense reimbursement for their 
            participation.

           FISCAL EFFECT  :  According to the Senate Appropriations 
          Committee, implementation of this bill will result in unknown 
          costs which could be as high as several hundred thousand 
          dollars.   

           COMMENTS  :  This bill proposes to convene a Task Force to assess 
          the viability of establishing a state bank that receives 
          deposits of state moneys for the purpose of, among other things, 
          spurring greater private economic activity and to reduce the 
          cost of managing the state's funds. 

          This measure is one of several similar measures introduced this 
          year in legislatures across the nation.  Modeled after the 
          nearly 100-year old Bank of North Dakota (BND), legislators from 
          states such as Washington, Oregon, Hawaii, Maine and Maryland 
          have introduced bills to either establish state banks or study 
          the establishment of a state bank.  Common themes among the 










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          reasons stated for the establishment of the banks include the 
          need to support economic development, provide stability to the 
          local financial sectors, and to generate additional revenues for 
          the state General Fund.  Particularly attractive about the state 
          bank model is its potential to help fill key access to capital 
          gaps for entities such as small business start-ups and 
          microenterprises. 

          The two central challenges in establishing a state bank are the 
          source of its initial capitalization and the role of the state 
          bank within the context of other public and private financial 
          institutions.  Below is a chart which illustrates the range of 
          models that have been considered by other states in 2011 and 
          which would be part of the larger discussion by the Task Force.


           ---------------------------------------------------------------- 
          |      Comparison of State Bank Models in 2011 Legislation       |
           ---------------------------------------------------------------- 
          |-------------+-----------+----------+-------------+------------|
          |             | Hawaii    |  Maine   |   Oregon    | Washington |
          |-------------+-----------+----------+-------------+------------|
          |Bank Board   |Director   |5         |Governor     |Governor,   |
          |or Executive |of Finance |Governor  |(chair),     |Lt.         |
          |Committee    |(chair) &  |appointees|Treasurer,   |Governor    |
          |             |10         |          |Commissioner |and         |
          |             |appointees |          |Labor        |Treasurer   |
          |-------------+-----------+----------+-------------+------------|
          |Source of    |State      |State     |Public funds |Any Source. |
          |Deposits     |Moneys +   |Funds     |& any Source |Only State  |
          |             |Private    |          |             |funds by    |
          |             |Deposits   |          |             |2015        |
          |-------------+-----------+----------+-------------+------------|
          |Loan Types   |Based on   |Loans to  |Loans to     |Loans in    |
          |             |Adopted    |Banks &   |Banks &      |the Public  |
          |             |Rules      |Participat|Participation|Interest    |
          |             |           |ion Loans | Loans       |and Subject |
          |             |           |          |             |to          |
          |             |           |          |             |Commission  |
          |             |           |          |             |rules       |
          |-------------+-----------+----------+-------------+------------|










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          |Profits      |Not Stated |Determined|Determined   |Determined  |
          |Returned to  |           | by the   |by the Board |by the      |
          |State        |           |Board     |with Advice  |Commission  |
          |             |           |          |from         |            |
          |             |           |          |Advisory     |            |
          |             |           |          |Board        |            |
          |-------------+-----------+----------+-------------+------------|
          |Audit        |State      |Quarterly |Quarterly    |Quarterly   |
          |             |Agency     |Examinatio|audit by     |Report and  |
          |             |           |n by      |state        |Annual      |
          |             |           |state     |department   |Report to   |
          |             |           |agency    |and 2-year   |State       |
          |             |           |and       |audit by     |Commission  |
          |             |           |2-year    |Secretary of |            |
          |             |           |audit     |State        |            |
          |-------------+-----------+----------+-------------+------------|
          |Backed by    |Yes        |Not       |Yes          |Yes         |
          |Full Faith   |           |Stated    |             |            |
          |and Credit   |           |          |             |            |
          |of the State |           |          |             |            |
           --------------------------------------------------------------- 
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          |Compiled from information provided on Web site of the Center    |
          |for State Innovation 4/19/11                                    |
          |                                                                |
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          GOVERNOR'S VETO MESSAGE  :

          "This bill would mandate yet another "blue ribbon" task force: 
          in this case to examine whether California should establish a 
          state bank.  

          "This is a matter well within the jurisdiction and competence of 
          the Assembly and Senate Banking Committees.  

          "Rather than creating a new entity, let's use the resources we 
          have."
           

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










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          319-2090 


                                                                FN: 0002940