BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 981
                                                                  Page  1

          Date of Hearing:   April 25, 2011

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                                   Mike Eng, Chair
                  AB 981 (Hueso) - As Introduced:  February 18, 2011
           
          SUBJECT  :   California Pollution Control Financing Authority: 
          Capital Access Loan Program.

           SUMMARY  :   Provides additional incentives within the California 
          Capital Access Program (CalCAP) to encourage lenders to lend to 
          small businesses.  Specifically,  this bill  :  

          1)Expands the financial institution definition to include 
            insured depository institutions, insured credit unions, and 
            community development financial institutions.  

          2)Authorizes the California Pollution Control Financing 
            Authority (CPCFA) to withdraw a portion of the interest or 
            other income that has been credited to the loss reserve 
            account. 

          3)Requires the CPCFA to contribute an amount not less than 150% 
            of the amount of the fees paid by the participating financial 
            institution if the business is located within a severely 
            affected community.  

           EXISTING FEDERAL LAW  enacted the Small Business Jobs Act (H.R. 
          5297) on Sept. 27, 2010 which creates the Small Business Lending 
          Fund Program to direct the Secretary of the Treasury to make 
          capital investment in eligible institutions in order to increase 
          the availability of credit for small business and to amend the 
          Internal Revenue Code of 1986 to provide tax incentives for 
          small business job creation.  (15 U.S.C. Sec. 631 et seq.)  

          EXISTING STATE LAW  

          1)Defines "California Capital Access Fund" as a fund created 
            within the (CPCFA) to be used for the purposes of the program. 
             (Health and Safety Code, Section 44559.1)

          2)Defines a "community development financial institution" as 
            person (other than an individual) that has:

             a)   a primary mission of promoting community development; 








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             b)   serves an investment area or targeted population; 

             c)   provides development services in conjunction with equity 
               investments or loans, directly or through a subsidiary or 
               affiliate; 

             d)   maintains, through representation on its governing board 
               or otherwise, accountability to residents of its investment 
               area or targeted population; and,

             e)   is not an agency or instrumentality of the United 
               States, or of any State or political subdivision of a 
               State.  (Section 4701 of Title 12 of the United States 
               Code)

          1)Defines an "insured depository institution" as any bank or 
            savings association with deposits of which are insured. 
            (Section 1813 of Title 12 of the United States Code)

          2)Defines an "insured credit union" as any credit union member 
            accounts of which are insured. (Section 1752 of Title 12 of 
            the United States Code)

          3)Defines "severely affected community" as any area classified 
            as an enterprise zone pursuant to the Enterprise Zone Act, any 
            area, designated by the executive director, and any other 
            comparable economically distressed geographic area so 
            designated by the executive director from time to time. 
            (Health and Safety Code, Section 44559.1)

          4)Requires the CPCFA to transfer to the loss reserve account an 
            amount equal to 150% of the amount of the fees paid by the 
            participating financial institution if the business is located 
            within a severely affected community.  (Healthy and Safe Code, 
            Section 44559.4)

           FISCAL EFFECT :   Unknown

           COMMENTS  :   

          Why is this bill necessary?  Unlike other small business loan 
          assistance programs, CalCAP, enacted in 1994, provides a form of 
          portfolio insurance for participating lenders.  CalCAP will 
          contribute funds to a loan loss reserve account associated with 








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          a lender.  The lender and borrower also contribute funds.  These 
          funds are pooled and can then be used to cover losses associated 
          with any enrolled loan that is charged off.

          CalCAP has traditionally been funded using fee revenues charged 
          by the CPCFA to private companies that receive the benefit of 
          tax-exempt bonds.  These revenues were adequate to sustain the 
          CalCAP program through 2006.  However, increased use of the 
          program in combination with declining revenues led to necessary 
          statutory and regulatory changes to constrain the program.  The 
          changes allowed CalCAP to continue at a reduced level as 
          compared to prior years. 

          In late 2010, the legislature allocated funds to CalCAP through 
          AB 1632.  These funds allowed CalCAP to increase the 
          contribution to loan loss reserve accounts.  Prior to AB 1632, 
          CalCAP was contributing an amount equal to the lender 
          contribution (between 2% and 3.5%).  After the funds became 
          available, CalCAP increased the CalCAP contribution to 3% to 
          5.25%.  AB 1632 also contained language to expand the definition 
          of severely affected communities to include high unemployment 
          areas.  When CalCAP raised the contribution for all enrolled 
          loans, it became restricted in severely affected communities to 
          150% of the lender contribution.  Thus, when CalCAP increased 
          the contribution to a minimum of 3%, it could not provide any 
          further added incentive in severely affected communities.  AB 
          981 would fix this anomaly in the statute and allow CalCAP to 
          provide an increased incentive to encourage lending in high 
          unemployment and other severely affected areas.

          The U.S. Department of the Treasury certifies Community 
          Development Financial Institutions (CDFIs) and does not make a 
          distinction between for-profit and non-profit CDFIs.  There are 
          for-profit CDFIs in California that would like to participate in 
          CalCAP and make more loans to small businesses.  AB 981 would 
          remove the requirement that a CDFI be a non-profit CDFI to 
          participate in CalCAP.  Other for-profit entities such as banks 
          participate in CalCAP.

          Current statutory language implies that if CalCAP sweeps 
          interest from a loan loss reserve account, all interest must be 
          swept.  When this provision was placed in statute, it was not 
          envisioned that CalCAP would have a noticeably growing amount of 
          funds in loan loss reserve accounts.  CalCAP is the recipient of 
          over $84 million from U.S. Treasury to expand the program.  It 








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          is possible that these funds will result in more interest in 
          loan loss reserve accounts than CalCAP needs.  CalCAP would like 
          the flexibility to reduce the amount of interest collected from 
          accounts to an amount less than 100% of the interest earned.

          Background:  CalCAP encourages banks and other financial 
          institutions to make loans to small businesses that fall just 
          outside of their conventional underwriting standards.
          
          CalCAP is a form of loan portfolio insurance which may provide 
          up to 100% coverage on certain loan defaults. By participating 
          in CalCAP, lenders have available to them a proven financing 
          mechanism to meet the financing needs of California's small 
          businesses.  CalCAP insures loans made to small businesses to 
          assist them in growing their business.  Loans can be used to 
          finance the acquisition of land, construction or renovation of 
          buildings, the purchase of equipment, other capital projects and 
          working capital. There are limitations on real estate loans and 
          loan refinancing.  CalCAP prohibits financing certain projects. 
          Examples of ineligible uses of loan proceeds include gambling 
          facilities, bars and adult entertainment businesses.

          The maximum loan amount is $5 million and the maximum enrolled 
          amount is $2.5 million. The maximum premium the Authority will 
          pay is $100,000 (per loan).  Lenders set all the terms and 
          conditions of the loans and decide which loans to enroll into 
          CalCAP. Lenders determine the premium levels to be paid by the 
          borrower and lender.  Loans can be short or long-term, have 
          fixed or variable rates, be secured or unsecured, and bear any 
          type of amortization schedule.

          Under CalCAP almost any business loan is eligible with a few 
          exceptions.  CalCAP provides insurance on a lender's portfolio 
          of loans.  Funds are placed in the loss reserve account as each 
          CalCAP loan is enrolled.  A Lender can enroll all or a portion 
          of a loan.  CalCAP allows a lender to cover loans beyond its 
          conventional risk threshold whether it is for all of a loan or 
          only a portion.  Lenders can restructure loans by extending the 
          terms of CalCAP loans, amending covenants or releasing 
          collateral.  Loans up to $5 million ($2.5 million enrollment 
          max) can be included in the CalCAP portfolio. 

          Any federal or state-chartered bank, savings association or 
          credit union is eligible to participate in CalCAP. A lender must 
          certify that it is in good standing with its regulatory body 








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          (Federal Reserve, Federal Deposit Insurance Corporation (FDIC), 
          Comptroller of Currency, Thrift Supervision, National Credit 
          Union Administration (NCUA), or state banking authority).  As of 
          March 25, 2011, 46 financial institutions participate in CalCAP. 
           


          The process of the program works like this: when a lender's 
          first loan is enrolled, CalCAP establishes a loss reserve 
          account for that lender. Each time a loan is enrolled under 
          CalCAP, premiums are paid into the portfolio loss reserve 
          account and CalCAP matches the premiums. For instance, if the 
          lender and borrower each pay a 2% premium, CalCAP will typically 
          pay 4%. For this one loan a total of 8% is added to the lender's 
          loss reserve account for its entire CalCAP portfolio.  The more 
          loans a lender makes, the more dollars are deposited into the 
          loss reserve account for its CalCAP portfolio.


          Over time, as more loans are enrolled, a lender's loss reserve 
          account grows, providing 8% to 14% loss coverage on a portfolio 
          of loans that will likely only experience a lower rate of loss. 
          For example, if a lender makes 10 loans totaling $500,000, the 
          lender may have as much as $60,000 in its loss reserve account 
          (using an average premium of 3% each from the lender and 
          borrower, 6% from the Authority). If one loan of $50,000 
          defaults, the lender has immediate coverage of 100% of the loss. 
          The lender must return recoveries from the borrower, less 
          expenses, to the portfolio loss reserve account.


          SUPPORT:  According to the Sponsor, the California State 
          Treasurer, "AB 981 would do three things:  would allow CalCAP to 
          provide added incentives for loans to businesses in high 
          unemployment areas and other distressed communities, would allow 
          CalCAP to make more lenders eligible to provide 
          assistance-specifically, for-profit community development 
          financial institutions, and would allow CalCAP to reduce the 
          amount of interest it takes from loan loss reserve accounts to 
          cover program costs." 


          In addition, the Treasurer states, "Over the next few years, 
          CalCAP is projected to create over $1.3 billion in small 
          business lending.  AB 981 makes changes that will allow CalCAP 








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          to attract new lenders and better assist small businesses in our 
          most distressed communities."


          FEDERAL ACTION:

          Federal Small Business Jobs Act of 2010 (HR 5297) On Sept. 27, 
          2010, President Obama signed into law the Small Business Jobs 
          Act, the most significant piece of small business legislation in 
          over a decade. The new law provides critical resources to help 
          small businesses continue to drive economic recovery and create 
          jobs. The new law extended the successful small business 
          enhanced loan provisions while offering billions more in lending 
          support, tax cuts, and other opportunities for entrepreneurs and 
          small business owners.  It established State Small Business 
          Credit Initiative that provides up to $15 billion to support 
          state-run small business lending programs.  It is estimated that 
          the incentives included in the act could provide up to $300 
          billion in new small business credit in the coming years and 
          create 500,000 new jobs.

          California, so far, has received $56 million from the Small 
          Business Jobs Act.  If California makes use of the money, 
          California could end up receiving $168 million to go to small 
          business loan programs such as CalCAP and the Small Business 
          Loan Guarantee Program (SBLGP). 

          RELATED LEGISLATION: 

          AB 901 (V.Manuel Perez) expands the definition of financial 
          institutions in CalCAP and increases CalCAP reporting 
          requirements.  To be heard in Assembly Banking and Finance 
          Committee on April 25, 2011.  

          PREVIOUS LEGISLATION: 

          AB 1632 (Blumenfield) (Chapter 731, Statutes of 2010) 
          transferred $32.4 million from the General Fund to support four 
          small-business and jobs programs that exist in current law.  

          SB 832 (Comm. Env. Quality) (Chapter 643, Statutes of 2009) 
          allowed CalCAP to include Finance Lenders for programs that are 
          funded by other agencies.

          SB 1311 (Simitian) (Chapter 401, Statues of 2008) permitted 








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          CalCAP to contribute an equal amount to an enrolled loan's loss 
          reverse account as the lender, and to withdraw all accrued 
          interest from enrolled loss reserve accounts to assist with 
          administrative cost.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California State Treasurer (Sponsor)

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Kathleen O'Malley / B. & F. / (916) 
          319-3081