BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 1128
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          Date of Hearing:   August 16, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                   SB 1128 (Padilla) - As Amended:  August 7, 2012 

          Policy Committee:                             Revenue and 
          Taxation     Vote:                            8-0
                       JEDE                                   5-0

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

           SUMMARY  

          This bill expands the sales and use tax (SUT) exemption under 
          the California Alternative Energy and Advanced Transportation 
          Financing Authority (CAEATFA) by including advanced 
          manufacturing projects and makes technical clarifying changes to 
          other provisions related to the program.  Specifically, this 
          bill:

          1)Changes a notice requirement for awarding more than $100 
            million in SUT exemptions in a year to a limit of $100 million 
            per year.

          2)Requires CAEATFA to study and provide an interim report by 
            January 1, 2015 on the efficacy of SB 1128's provisions, 
            including recommendations on how to increase efficacy in 
            creating jobs, and whether eligibility for the program should 
            be extended to other manufacturing types. 

          3)Establishes conformity with state law and business practices 
            concerning conduit bond financing and makes other technical 
            and conforming changes to the operations of CAEATFA.

          4)Requires the Legislative Analyst's Office to report on the 
            effectiveness of this program.

           FISCAL EFFECT  

          1)One-time costs of approximately $500,000 to be paid by a loan 
            from the General Fund for the development of emergency 
            regulations and reporting costs. These costs may eventually be 








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            recovered through fees on applicants to the program, depending 
            on the level of program participation.

          2)Uncertain, but potentially tens to hundreds of thousands of 
            dollars, from the General Fund beginning in 2013-14 through 
            2015-16 due to increase loss of sales tax.  However, these 
            revenues may be offset by increased economic activity, 
            although it is unclear to the extent of revenues that will be 
            generated.

           COMMENTS  

           1)Purpose of the Bill  :  According to the author, President Obama 
            launched the Advanced Manufacturing Partnership, to invest in 
            the emerging technologies that will create high quality 
            manufacturing jobs.  The author notes the program provides 
            more than $1 billion to promoting advanced manufacturing and 
            offers new opportunities for California to draw down federal 
            dollars, attract new investment, and employ our workforce.

            The author notes, CAEATFA is an existing authority within the 
            Office of the State Treasurer with programs to attract and 
            retain manufacturers.  The author states that in the first 
            year of the SB 71 program, CAEATFA approved 26 projects that 
            generated $950 million in investments in California. These 
            investments are projected to create an estimated 6,027 jobs.  
            The author argues SB 1128 will expand the success of the 
            program by adding advanced manufacturing as one of the top 
            criteria CAEATFA will use to determine the allocation of 
            exemptions.

           2)CAEATFA  was established in 1980 for the purpose of providing 
            capital for facilities utilizing alternative sources of energy 
            and facilities needed for the development and 
            commercialization of advanced transportation technologies.  
            CAEATFA covers a range of financial products including conduit 
            bond and revenue bond financings, loan guarantees, loan loss 
            reserve accounts among other financial products that support 
            the development and commercialization of technologies that 
            conserve energy, reduce air pollution, and promote economic 
            development and jobs.
             
             Recently, the role of CAEATFA was expanded to include 
            administration of a SUT exemption for property used in the 
            design, manufacture, production, or assembly of advanced 








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            transportation technologies or alternative energy source 
            products, components, or systems.  This was accomplished 
            through the enactment of SB 71 (Padilla), Chapter 10, Statutes 
            of 2010.  The intent of the SUT exemption program is to 
            promote the creation of California-based manufacturing, 
            California-based jobs, and the reduction of greenhouse gases.  
            Interest in the program was high at the program's inception 
            but has since tapered off, as indicated by the fact that 
            approximately 60% of the projects were approved within the 
            first eight months of the program.

           1)The SB 71 Program  .  The enactment of SB 71 (Padilla), Chapter 
            10, Statutes of 2010 created a program of SUT exemption to 
            promote the creation of California-based manufacturing, 
            California-based jobs and the reduction of greenhouse gases.  
            According to the CAEATFA's 2011 annual report to the 
            Legislature, as of December 31, 2011, it had approved 39 
            projects under the SB 71 program, which include, electric 
            vehicles and solar photovoltaic manufacturing, biomass 
            processing and fuel production, and biogas capture and 
            production.  Of those 39 projects, nine are inactive.  The 30 
            active projects have been approved for $937.7 million in 
            anticipated qualified property purchases, estimated to result 
            in approximately $80.3 million in SUT exemptions ($25 million 
            was utilized by Solyndra, a manufacturer that filed for 
            bankruptcy on September 6, 2011).  
             
             The CAEATFA staff estimates the projects will produce $37.2 
            million in environmental benefits and $108.4 million in fiscal 
            benefits, resulting in approximately $65.2 million of net 
            benefits.  But, at the October 11, 2011 joint informational 
            hearing held by the Senate Committee on Governance and Finance 
            and the Committee on Energy, Utilities, and Communications, 
            the committees learned that the current SB 71 program costs 
            about $153,000 per job created, including the Solyndra 
            allocation. 

           4)There is no registered opposition to this bill.  
           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081