BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 893
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          ASSEMBLY THIRD READING
          AB 893 (V. Manuel Pérez)
          As Amended  May 31, 2011
          Majority vote 

           ECONOMIC DEVELOPMENT       4-1  APPROPRIATIONS      12-5        
           
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          |Ayes:|V. Manuel Pérez, Beall,   |Ayes:|Fuentes, Blumenfield,     |
          |     |Block, Hueso              |     |Bradford, Charles         |
          |     |                          |     |Calderon, Campos, Davis,  |
          |     |                          |     |Gatto, Hall, Hill, Lara,  |
          |     |                          |     |Mitchell, Solorio         |
          |     |                          |     |                          |
          |     |                          |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Morrell                   |Nays:|Harkey, Donnelly,         |
          |     |                          |     |Nielsen, Norby, Wagner    |
          |     |                          |     |                          |
          |     |                          |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Requires the California Infrastructure and Economic 
          Development Bank (I-Bank) to provide technical assistance to 
          small and rural communities in obtaining financing for 
          infrastructure projects.  Modifies the annual reporting 
          requirements to include a list of outreach activities; and, 
          gives details on the number of new jobs created, retained, and 
          indirectly impacted.
           
          EXISTING LAW  creates the I-Bank within the Business, 
          Transportation and Housing (BTH) Agency, to promote economic 
          revitalization, enable future development, and encourage a 
          health climate for jobs in California.  The I-Bank has the 
          authority to issue tax-exempt and taxable revenue bonds to 
          underwrite the costs of infrastructure development that meets 
          certain public purposes.

           FISCAL EFFECT  :  According to Assembly Appropriations Committee, 
          significant state costs of several hundred thousand annually to 
          carry out the technical assistance functions.  
            
          COMMENTS  :  This bill is part of a four-bill package designed to 








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          enhance the ability of the I-Bank to meet infrastructure and 
          economic development needs of the state.  AB 893 (V. Manuel 
          Pérez) focuses on providing technical assistance to small and 
          rural communities in obtaining financing for infrastructure 
          projects.   

          Background on I-Bank:  The I-Bank was established in 1994 to 
          promote economic revitalization, enable future development, and 
          encourage a healthy climate for jobs in California.  Housed 
          within BTH, it is governed by a five-member board of directors 
          comprised of the BTH Secretary (chair), State Treasurer, 
          Director of the Department of Finance, Secretary of the State 
          and Consumer Services Agency, and a Governor's appointee.  The 
          day-to-day operations of the I-Bank are directed by the 
          Executive Director who is an appointee of the Governor and is 
          subject to confirmation by the California State Senate.  
          Currently, the I-Bank has authority for 24 staff members.

          The I-Bank does not receive any ongoing General Fund support, 
          rather it is financed through fees, interest income and other 
          revenues derived from its public and private sector financing 
          activities.  According to its 2009-10 independent audit, its 
          program continues to provide sufficient revenues to support all 
          operating expenses.  

          The I-Bank administers two categories of programs:  1) the 
          Infrastructure State Revolving Fund Program which provides 
          direct low-cost financing to public agencies for a variety of 
          public infrastructure projects; and, 2) Bond Financed Programs 
          which provide financing for manufacturing companies, nonprofit 
          organizations, public agencies and other eligible entities.  
          There is no commitment of I-Bank or state funds for any of the 
          conduit revenue bonds.  Even in the case of default, the state 
          is not liable.
           
           Since its creation in 1994, the I-Bank has loaned over $400 
          million to local agencies, developing a high-level of expertise 
          in the financing of public infrastructure.  The I-Bank also 
          serves as the state's only general purpose financing authority 
          with broad statutory powers to issue revenue bonds.  Over $30 
          billion in conduit revenue bonds have been issued by the I-Bank 
          since 2000.  An example of how conduit revenue bonds can be used 
          to raise capital including the financing of the seismic upgrade 
          of the Bay Bridge, which was repaid through a $1 per vehicle 








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          surcharge collected on seven Bay Area state-owned toll bridges.  
          In addition, the I-Bank has also been involved in other unique 
          financings including Tobacco Securitization Bonds, Tribal 
          Compact Asset Securitization Bonds, and Imperial Irrigation 
          District Preliminary Loan Guarantees.

          Oversight hearing: With California workers and businesses facing 
          some of the harshest economic conditions since the Great 
          Depression, the Chairman of the Assembly Jobs, Economic 
          Development and the Economy (JEDE) Committee has focused the 
          Committee's efforts during the prior and current legislative 
          sessions on engaging the public in the recovery dialogue.  
          Through these events JEDE has found that one of California's 
          challenges in moving forward is the state's aging infrastructure 
          and its inability to support the innovation economy that is 
          fundamental to retaining the state's global competitiveness.  In 
          fact, research shows that California's historical position as a 
          leader in innovation and technology is being challenged not only 
          from abroad, but also by other states that are investing in a 
          range of infrastructure and technology supporting activities.  

          On March 30, 2011, JEDE held an oversight hearing to examine how 
          infrastructure development impacted local, state and federal 
          economic recovery efforts and California's economic position in 
          post-recession economy.  A white paper was prepared for the 
          hearing and later revised to include information learned at the 
          hearing, identification of follow-up actions and a summary of 
          key program-level recommendations.  In May 2011, key 
          recommendations were amended into four previously introduced 
          I-Bank measures including legislation to:  reorganize the I-Bank 
          as an independent agency ÝAB 700 (Blumenfield)]; enhance the 
          I-Bank's ability to develop financing methods best suited for 
          the post-recession economy ÝAB 696 (Hueso)]; and, expand the 
          membership of the I-Bank board and functions to more broadly 
          reflect its development and business creation potential ÝAB 893 
          (V. Manuel Pérez) and AB 1094 (John A. Pérez)].   

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


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