BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1576
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          ASSEMBLY THIRD READING
          AB 1576 (Huber)
          As Amended  May 25, 2012
          Majority vote 

           EDUCATION           7-2         APPROPRIATIONS      17-0        
           
           ----------------------------------------------------------------- 
          |Ayes:|Brownley, Norby, Butler,  |Ayes:|Fuentes, Harkey,          |
          |     |Carter, Halderman,        |     |Blumenfield, Bradford,    |
          |     |Wagner, Williams          |     |Charles Calderon, Campos, |
          |     |                          |     |Davis, Donnelly, Gatto,   |
          |     |                          |     |Ammiano, Hill, Lara,      |
          |     |                          |     |Mitchell, Nielsen, Norby, |
          |     |                          |     |Solorio, Wagner           |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Ammiano, Buchanan         |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :   Authorizes county boards of education to extend short 
          term loans to charter schools.  Specifically,  this bill  :

          1)Authorizes, subject to specified conditions, county boards of 
            education to loan moneys to charter schools to meet cash 
            shortfalls caused by apportionment deferrals.

          2)Requires, as a condition of making a loan to charter schools, 
            the county board of education to report to the California 
            Department of Education (CDE) by September 15 each year 
            specified information regarding loans made to charter schools 
            in the prior year.

          3)States that this authorization shall sunset on July 1, 2017.

          4)Authorizes county boards of education to do the following:

             a)   Adopt rules and regulations governing the administration 
               of the office of the county superintendent of schools;

             b)   Review the county superintendent of schools' annual 
               estimate of anticipated revenue and expenditures and make 
               revisions, reductions, or additions it deems advisable and 
               proper;








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             c)   Acquire, lease, lease-purchase, hold, and convey real 
               property to house the offices of the county superintendent 
               of schools, subject to specified conditions;

             d)   Contract with and employ persons to provide services and 
               advice in financial, economic, accounting, engineering, 
               legal or administrative matters; and, 

             e)   Fill by appointment any vacancy that occurs during the 
               term of office of the county superintendent of schools.

          5)Provides that the authority specified in 4) shall become 
            operative on July 1, 2017.




           FISCAL EFFECT  :   According to the Assembly Appropriations 
          Committee:

          1)To the extent this measure leads to short-term loans issued to 
            charter schools by county boards of education, there is a 
            potential for charter schools to default on these loans.  This 
            default could lead to General Fund (Proposition 98) cost 
            pressure, potentially in excess of $150,000.

          2)Potential General Fund (Proposition 98) cash savings, likely 
            in excess of $150,000, to the state due to investment earnings 
            and/or savings from not exempting charter schools from 
            deferral payments.

           COMMENTS  :   This bill authorizes a board of education, with the 
          concurrence of the county superintendent of schools, to extend a 
          loan to any charter school in the state.  Loans can be made only 
          to address cash shortfalls caused by the deferral of 
          apportionments.  Prior to making the loan, the county 
          superintendent of schools must notify and allow input from the 
          charter school's authorizer and the county offices of education 
          (COE) in which the charter school is located regarding the 
          advisability of the loan.  He or she must also solicit a 
          recommendation from any bond counsel regarding the advisability 
          of the loan.  As a condition of making loans to charter schools, 
          the county board of education must provide to the CDE specified 








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          information on loans made in the prior year.

          According to the sponsor, Dr. Vicki Barber, El Dorado County 
          Superintendent of Schools, this bill is needed to level the 
          playing field for charter schools by giving them an alternative 
          to the private market for their borrowing needs.  The sponsor 
          argues that counties need the authority to extend loans to 
          charter schools not within their jurisdiction, because other 
          counties may be unable or unwilling to do so.

           Background  .  With the increased use of inter- and intra-year 
          deferrals, charter schools-like school districts and COEs-have a 
          heightened need to borrow funds on a short term basis to manage 
          their cash flow.  School districts can use internal borrowing, 
          borrowing from the county treasury, or Tax and Revenue 
          Anticipation Notes (TRANs) to meet their cash needs.  Charter 
          schools typically have smaller cash reserves and cannot issue 
          TRANs on their own.  This causes many of them to go to the 
          higher cost private market for their loans.
           
          Related legislation.   The Governor has proposed budget trailer 
          bill language to help charter schools meet their cash flow 
          needs.  Specifically, the proposed language:

          1)Authorizes charter schools to apply directly for a waiver from 
            deferrals, instead of applying through the chartering 
            authority.

          2)Authorizes county boards of supervisors to order county 
            treasurers to make temporary transfers to charter schools that 
            do not have sufficient funds to meet current expenses.  
            (Current law requires such transfers to school districts.)

          3)Authorizes county superintendents of schools, with the 
            approval of the county board of education, to make temporary 
            transfers to charter schools that do not have sufficient funds 
            to meet current expenses.  (Current law authorizes such 
            transfers to school districts.)
           
          Analysis Prepared by  :    Rick Pratt / ED. / (916) 319-2087  FN: 
          0003948











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