BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 2012
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 2012 (John A. Pérez)
          As Amended  August 24, 2012
          2/3 vote.  Urgency
           
           ----------------------------------------------------------------- 
          |ASSEMBLY:  |72-0 |(May 3, 2012 )  |SENATE: |31-3 |(August 29,    |
          |           |     |                |        |     |2012)          |
           ----------------------------------------------------------------- 
            
           Original Committee Reference:   J.E.D.&E.

          SUMMARY  :  Transfers the authority for administering the 
          International Trade and Investment Program (ITI Program) from 
          the Business, Transportation and Housing Agency (BTH) to the 
          Governor's Office of Business and Economic Development (GO-Biz). 
           The bill also makes a number of key programmatic changes.  In 
          addition, the bill transfers the administrative responsibility 
          for establishing an Internet-based permit assistance center from 
          the Secretary of the California Environmental Protection Agency 
          (CalEPA) to GO-Biz.

           The Senate amendments:
             
          1)Reset the clock for the development of the strategy to 
            implement the ITI Program from February 2013 to February 2014 
            and make key changes to the development process and content of 
            the international trade and investment strategy (ITI Strategy) 
            including, but not limited to: 

             a)   Modifying the purpose of the ITI Strategy from serving 
               as an overall framework for all state activities related to 
               international trade and investment to more narrowly serving 
               as a strategy for GO-Biz activities.  As a more limited 
               document in scope, the bill also proposes to increase the 
               level of specificity by which those activities are detailed 
               by requiring the inclusion of a business plan and strategy 
               for foreign trade offices; 

             b)   Removing the requirement that the ITI Strategy be 
               developed in consultation with, and provide guidance to, 
               other state entities that have statutory responsibilities 
               related to workforce development, infrastructure, small 
               business development, and international trade and 
               investment;








                                                                  AB 2012
                                                                  Page  2


             c)   Removing the specific requirement that the ITI Strategy 
               be based on current and emerging market conditions, the 
               needs of investors and workers to be competitive in global 
               markets, and that trade office activities related to 
               opening markets to California exports be targeted to small 
               and medium size businesses;

             d)   Removing the requirement that the state convene a 
               statewide business partnership for international trade and 
               investment to, among other duties, provide advice on the 
               ITI Strategy; and

             e)   Removing the requirement that at least one legislative 
               hearing be held for the purpose of providing comments and 
               guidance on the ITI and trade office strategies. 

          2)Authorize the Director of GO-Biz to establish and terminate 
            international trade and investment offices (foreign offices) 
            in any location outside the U.S., if: 

             a)   The Director determines that the country where the 
               foreign office would be located is among those that have 
               the greatest potential for direct foreign investment in 
               California, export growth or both; and,

             b)   The Director includes the foreign office within its 
               current annual program budget and strategy and business 
               plan for the year, as specified. 

          3)Remove, as a consequence of the new trade office authority 
            granted in 2) above, a number of pre-conditions to the 
            establishment of a foreign trade office including, but not 
            limited to:

             a)   Prior approval of the Legislature through the statutory 
               authorization of the foreign trade office; 

             b)   Hiring of a senior level trade office manager with 
               experience in management of public agencies or experience 
               in international trade, investments, or global businesses. 

          4)Require the Director of GO-Biz to prepare a budget for the ITI 
            Program, which includes a strategy and business plan with 
            measurable goals, objectives, outcomes and timelines; an 








                                                                  AB 2012
                                                                  Page  3

            annual assessment of how the ITI Program met its performance 
            standards in the prior year; a description of how the trade 
            offices will be funded and staffed; and a description of the 
            monitoring and oversight procedures used in implementing the 
            ITI Program.  In revising the ITI Program's operations, the 
            bill encapsulates a majority of the existing requirements.  
            There are, however, several specific oversight requirements 
            which are removed including, but not limited to: 

             a)   Having the Secretary of BTH annually report to the 
               fiscal committees of the Legislature on how the Governor's 
               proposed budget implements the ITI Strategy; 

             b)   Having the Secretary of BTH annually determine whether 
               there are sufficient moneys to appropriately oversee trade 
               offices outside of the U.S. and to notify the Joint 
               Legislative Budget Committee if there is not; 

             c)   Selecting the locations of foreign trade offices based 
               on a single set of objective criteria, which is outlined in 
               the trade office strategy; 

             d)   Having an independent review of each foreign office 
               following its second full year of operation; and, 

             e)   Prohibiting the State Controller from allocating state 
               funds for international trade and investment activities if 
               the ITI strategy is not updated every five years or notice 
               has failed to be provided that there are insufficient funds 
               available to appropriately oversee offices outside the U.S. 
                

          5)Recast current law relative to acceptance of private sector 
            moneys for the purposes of promoting foreign trade offices and 
            international trade and investment events as follows:

             a)   Authorizes a foreign trade office to be funded in whole 
               or in part from nonstate funds.  Existing law requires that 
               the state pay all administrative and oversight costs for 
               the operation of foreign trade offices and some portion of 
               the costs for each office, not to exceed $100,000.  This 
               existing requirement triggers legislative approval through 
               the budget process. 

             b)   Authorizes GO-Biz to contract with a nonprofit entity to 








                                                                  AB 2012
                                                                  Page  4

               operate a foreign trade office, which could include having 
               the nonprofit entity soliciting donations on behalf of the 
               state for the cost of operations.  All donations are 
               required to be disclosed, as specified. Existing law does 
               not currently provide specific authority for GO-Biz to 
               contract for services.  

             c)   Authorizes GO-Biz to accept donations from nonstate 
               sources including federal and private sectors funds for the 
               purpose of operating the foreign trade offices.  The bill 
               prohibits a donor from donating more than 25% of the annual 
               budget of a foreign trade office in any calendar year, 
               including trade offices operated under contract with a 
               nonprofit entity.  Donations to promote a trade event are 
               also allowed, but have no limitation on the amount.  
               Existing law prohibits donations in excess of $10,000 per 
               quarter per donor for promoting either trade related 
               foreign offices or events.

             d)   Requires that GO-Biz post specified information on the 
               source of each trade related donation on its Internet Web 
               site within 30 days of receiving the donation, as 
               specified. 

          6)Make other technical and conforming changes.

          7)Add an urgency clause.

           EXISTING LAW  :

          1)Establishes GO-Biz within the Governor's Office for the 
            purpose of serving as the lead state entity for economic 
            strategy and marketing of California on issues relating to 
            business development, private sector investment and economic 
            growth.  GO-Biz also serves as the administrative oversight 
            for the California Business Investment Service and the Office 
            of the Small Business Advocate. 

          2)Establishes BTH for the purpose, among other things, of 
            overseeing and coordinating the activities of various 
            government entities and programs with responsibility for 
            maintaining the strength and efficiency of California's 
            infrastructure and financial markets.  BTH is specifically 
            designated as the state lead agency in issues of international 
            trade, excluding agriculture.  A recent reorganization plan, 








                                                                  AB 2012
                                                                  Page  5

            GRP 2, eliminates BTH on July 1, 2013.  A number of the 
            economic development programs were transferred to GO-Biz as 
            part of GRP 2 including the California Infrastructure and 
            Economic Development Bank (I-Bank).

          3)Requires the Secretary of CalEPA to establish an electronic 
            online permit assistance center for businesses.  The center, 
            also known as CALGOLD, is required to have "hyperlinks" and 
            other online resources and tools that could be used by a 
            business to streamline and expedite compliance with specified 
            environmental laws and regulations.  

           AS PASSED BY THE ASSEMBLY,  this bill transferred the authority 
          for undertaking international trade and foreign investment 
          activities from BTH to GO-Biz.  While the measure passed without 
          changes to the ITI Program, it was anticipated that 
          modifications would be included as Senate amendments.  In 
          addition, the bill transferred the responsibility for 
          establishing an Internet-based permit assistance center from the 
          CalEPA Secretary to GO-Biz. 

           FISCAL EFFECT  :   According to the Senate Committee on 
          Appropriations, implementation of this bill would result in 
          $100,000 to $200,000 in 2012-13 and 2013-14 to the General Fund 
          for workload and contracts to update the trade and investment 
          studies.  An estimated $250,000 to $1 million from private funds 
          would be required annually depending on the location of the 
          trade office.

           COMMENTS  :  In February 2010, the Little Hoover Commission (LHC) 
          undertook a review of the state's economic and workforce 
          development programs.  In its final report, Making up for Lost 
          Ground:  Creating a Governor's Office of Economic Development, 
          it analyzed the status and effectiveness of current programs 
          since the 2003 demise of the Technology, Trade and Commerce 
          Agency (TTCA) and recommended the creation of a new governmental 
          entity to fill the void left by the dismantled agency.

          The report called for a single entity that would promote greater 
          economic development, foster job creation, serve as a policy 
          advisor and deliver specific services (i.e., permitting, tax, 
          regulatory, and other information) directly to the California 
          business community.  In April 2010, Governor Schwarzenegger 
          issued Executive Order S-05-10 as a means to operationalize the 
          report and several legislative proposals were also introduced to 








                                                                  AB 2012
                                                                  Page  6

          codify LHC recommendations.  This bill is a continuation of 
          these 2010 legislative efforts by Mr. Speaker to create a 
          permanent single-point-of-contact for business and economic 
          development activities within state government.  

          Reorganization and the expansion of GO-Biz:  Effective July 3, 
          2012, the Governor's Reorganization Plan, GRP 2, dismantled BTH 
          and transferred programs to other existing and new government 
          entities.  GO-Biz is now the umbrella administrative structure 
          for the I-Bank, the Small Business Loan Guarantee Program, the 
          California Travel and Tourism Commission, and The California 
          Film Commission.  

          Although GRP 2 was quite expansive, it did not address which 
          government entity would inherit BTH's role as the state's lead 
          entity for trade and foreign investment.  This bill makes the 
          statutory changes to implement this transfer.  Funding and 
          staffing authority for GO-Biz trade activities was outlined in a 
          Budget Change Proposal and approved as part of the Budget Act of 
          2012.

          Background on California's foreign trade offices:  As noted 
          above, the TTCA was dissolved as part of the 2003-04 Budget Act 
          with a majority of the former agency's programs abandoned.  Five 
          foreign trade programs, and all 12 of California's foreign trade 
          and investment offices were eliminated, due in part, to 
          long-standing concerns regarding the efficacy and operation of 
          these offices.  Five of these offices operated under contract 
          (Argentina; Shanghai, China; Singapore; South Korea; and Israel) 
          and seven were operated by California state employees (Mexico; 
          Hong Kong, China; Japan; United Kingdom; Germany; Taiwan; and 
          South Africa).  One privately funded foreign trade office 
          (Yerevan, Republic of Armenia) remained in operation following 
          the elimination of the TTCA pursuant to SB 1657 (Scott), Chapter 
          863, Statutes of 2002.  Ultimately, the authority for this 
          privately funded office was not renewed following a very poor 
          performance review by TTCA in 2006.

          Documentation, as early as a 1987 LHC report, called into 
          question the administration, configuration, accountability, and 
          purpose of the international trade programs.  These criticisms 
          were echoed in academic studies, state audit reports, and the 
          Legislative Analyst's Office budget analyses.  A 1999 California 
          Research Bureau report stated that "a historical review suggests 
          that most trade offices have been established based on a varying 








                                                                  AB 2012
                                                                  Page  7

          mix of quantitative and qualitative factors related to political 
          issues and constituency requests, rather than being guided by a 
          comprehensive state trade policy."

          In reauthorizing foreign trade offices in 2006, a number of 
          pre-conditions and operating requirements were established 
          pursuant to SB 1513 (Romero), Chapter 663, Statutes of 2006.  
          These requirements include, but are not limited to, the 
          following: 

          1)A specific strategy and business plan must be provided to the 
            Legislature that outlines how the offices will operate 
            including how they will be financed, managed and monitored.

          2)The Legislature is required to provide statutory authority.

          3)A qualified manager to oversee foreign offices must in place 
            before any can open.

          4)An independent review of the effectiveness of the foreign 
            trade office must be conducted based on specific performance 
            measures.   

          California does not currently operate any foreign trade offices. 
           Earlier in 2012, Governor Jerry Brown committed to opening a 
          foreign trade office in China.  This bill facilitates the 
          process for opening offices by removing some of the more 
          specific statutory requirements that may have delayed or 
          otherwise inhibited the process. 

          Background on California Trade and Foreign Investment:  
          International trade is a very important component of 
          California's $1.9 trillion economy.  If California were a 
          country, it would be the 11th largest exporter in the world.  
          California's land, sea, and air ports of entry serve as key 
          international commercial gateways for products entering the 
          country.  

          California exported $159 billion in goods in 2011 (up from $143 
          billion in 2010), ranking only second to Texas with $163 billion 
          in export goods.  The state's largest export markets include 
          Mexico ($26 billion), Canada ($17.1billion), China ($14.1 
          billion), Japan ($13 billion), and South Korea ($8.4 billion.)  
          Computers and electronic products were California's top exports 
          in 2011.  California was also the leading state for foreign 








                                                                  AB 2012
                                                                  Page  8

          direct investment (FDI) in North America, attracting 229 
          projects (12%) of FDI projects in 2011.


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


                                                               FN: 0005745