BILL ANALYSIS                                                                                                                                                                                                    Ó




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                          AB 1137 (V Perez)
          
          Hearing Date: 7/11/2011         Amended: 6/22/2011
          Consultant: Bob Franzoia        Policy Vote: B,P&ED 8-1
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          ____
          BILL SUMMARY: AB 1137 would do the following:
          - Establish the California Foreign Investment Program and 
          require the Business, Transportation and Housing Agency (agency) 
          to serve as the lead state entity under specified federal 
          provisions.
          - Establish the California Export Promotion and Gap Financing 
          Program, and authorize the agency to apply for and receive 
          federal funding for the implementation of a state and federal 
          export financing program.  The agency would be authorized to 
          adopt regulations and to report on the program.
          - Require California's trade and investment policy to be 
          implemented pursuant to the strategy developed by the agency and 
          require the agency to consult with local and regional 
          governmental entities and associations.
          - Authorize the agency, as a part of the consultation process, 
          to create an advisory board comprised of representatives from 
          certain entities to provide the secretary on advice on the 
          content of the study, and of the strategy that the agency is 
          developing.
          - Require the agency, as a part of the consultation process, to 
          discuss certain issues related to trade and investment. This 
          bill would provide that this consultation may be conducted 
          within the existing business partnership framework or 
          separately, or both.
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          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2011-12      2012-13       2013-14     Fund
           California Foreign     $355       $430        $430      General
          Investment Program

          California Export Promotion       $357        $614      
          $614General/
          and Gap Financing Program                               Federal

            - Grants             Unknown major costs annually     Federal








          AB 1137 (V Perez)
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          STAFF COMMENTS: This bill meets the criteria for referral to the 
          Suspense File. 

          As noted in the policy committee analysis, the EB-5 visa 
          category, which was created by Congress in 1990, is available to 
          immigrants seeking to enter the United States in order to invest 
          in a business or company that will benefit the economy.  This 
          program is administered by the US Citizenship and Immigration 
          Service.  The name "EB-5" is derived from the fact that it is 
          the 5th category of an Employment-Based visa.  
          Permanent-resident status through an EB-5 visa is available to 
          foreign investors who have invested - or are actively in the 
          process of investing - at least $1million into a new commercial 
          enterprise, which can entail the creation of an original 
          business, the purchase of an existing business and restructuring 
          or reorganizing the business to the extent that a new commercial 
          enterprise results or, a significant expansion of an existing 
          business.

          This bill proposes the establishment of the California Foreign 
          Investment Program and requires the agency to serve as the lead 
          state entity for the administration of the EB-5 program.  It 
          appear this program would run parallel to, or duplicate, the 
          federal EB-5 program, though it is unclear if the state needs to 
          duplicate the federal designation (or what state designation as 
          a regional center provides).  To administer the program, the 
          agency would be required to determine the legal status of an 
          applicant, establish reporting and monitoring requirements and 
          oversee the program.  This analysis estimates three associate 
          governmental program analysts ($92,767 total compensation each) 
          and operations ($100,000) would be needed to administer the 
          program.
           
          This bill also proposes the establishment the California Export 
          Promotion and Gap Financing Program within the agency which 
          would implement a federally funded export assistance program. 
          This analysis estimates five analysts would be needed to 
          administer a grants program.  Both programs would likely share 
          one staff services manager position ($109,279).  It is unknown 
          when the state may receive federal funds to award grants.









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          Staff notes that in general agencies do not have the 
          infrastructure available at the department level to administer 
          or support state programs.