BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  ACA 1 X2
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          Date of Hearing:   May 14, 2014

                           ASSEMBLY COMMITTEE ON BUDGET X2
                                Nancy Skinner, Chair
                 ACA 1 X2 (John A. P�rez) - As Amended:  May 12, 2014
           
          SUBJECT  :   State Budget Reserve

           SUMMARY  :   Makes changes to the State's budget reserve policy.   
          Specifically,  this measure  :   

             1)   Removes Assembly Constitutional Amendment 4 (Gatto),  
               Resolution Chapter 174 of the Statutes of 2010, from the  
               2014 General Election ballot.


             2)   Doubles the size of the Budget Stabilization Account  
               (BSA) from five percent of the General Fund (or $8 billion,  
               whichever is greater) to 10 percent of the General Fund.


             3)   Eliminates the current three percent of General Fund  
               revenues contribution to the BSA.


             4)   For fiscal years 2015-16 through 2029-30, requires half  
               of the amounts listed below to be deposited into the BSA  
               and the other half to be appropriated for specified debt  
               obligations.  Beginning in 2030-31 up to 50 percent of the  
               amounts may be used for specified debt obligations, with  
               the balance deposited into the BSA.


                  a.        1.5 percent of General Fund revenues.
                  b.        Revenues not required for Prop 98 that are  
                    derived from taxes on Capital Gains that make up more  
                    than eight percent of total General Fund revenues.   
                    Calculations regarding capital gains calculations will  
                    be "trued-up" over the following two fiscal years.

                  c.        Specifies that the transfer of revenue to the  
                    BSA would take place on October 1st.

                  d.        Defines eligible debt obligations as current  
                    Proposition 98 settle up, existing General Fund loans  








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                    that had balances on January 1, 2014, prior year  
                    mandated costs, and unfunded retirement liabilities.



             5)   Limits suspensions of transfers into the BSA and  
               withdrawals from the BSA to the following circumstances:
                  a.        A disaster, as currently defined in Article  
                    XII B of the State Constitution.
                  b.        Insufficient revenues to fund the budget at  
                    the level of the highest previous three years,  
                    adjusted for populations and inflation. The  
                    suspension/withdrawal is limited to the amount needed  
                    to reach that level.

                  c.        Restricts the amount of funding that can be  
                    transferred from the Budget Stabilization Account to  
                    the General Fund to 50 percent of the BSA's balance,  
                    unless a transfer was made in the prior year.



             6)   Once the BSA reaches 10 percent, restricts the use of  
               any funds that otherwise would be deposited into the BSA  
               infrastructure appropriations, including deferred  
               maintenance.
                  

              7)   Creates a Proposition 98 Reserve, called the Public  
               School System Stabilization Account,  which would capture  
               certain revenues derived from taxes Capital Gains and  
               attributed to Proposition 98 purposes in very specific  
               circumstances:   
                  a.        The State must have repaid and allocated the  
                    entire Proposition 98 Maintenance Factor amount before  
                    a transfer could be made.
                  b.        The State must be in a Test 1 level of  
                    Proposition 98 and the transfer can be no more than  
                    the difference between the Test 1 and Test 2 levels of  
                    Proposition 98.

                  c.        The State cannot be accruing Proposition 98  
                    Maintenance Factor or have suspended Proposition 98 in  
                    a year when the transfer is made.









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                  d.        If these conditions are met, Proposition 98's  
                    share of revenues derived from capital gains that are  
                    above 8percent of total General Fund are transferred  
                    into the Proposition 98 reserve.

                  e.        These funds would be used to fund Proposition  
                    98 Growth and Cost of Living Adjustments in years when  
                    there is a decline in Proposition 98.

                  f.        Transferred funds would be considered part of  
                    the Proposition 98 calculation.



             8)   Requires the Department of Finance to submit five-year  
               General Fund revenue and expenditure projections as part  
               the budget submission.  This places a current statutory  
               requirement into the State Constitution.


             9)   Requires the display of the calculations for this  
               measure and the overall balance of the Budget Stabilization  
               Account in the Budget Act.

           EXISTING LAW  Article XVI of the State Constitution includes  
          language related to Proposition 58 which established the Budget  
          Stabilization Act and includes and optional transfer of 3  
          percent of overall General Fund revenues, which can be suspended  
          by the Governor.  This language caps the size of the Budget  
          Stabilization Account at five percent of the General Fund (or $8  
          billion, whichever is greater).






















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           FISCAL EFFECT  :   Compared with current Constitutional  
          requirements, this measure will result in bigger BSA  
          contributions and debt payment obligations during "boom" years  
          and smaller contributions during ordinary years.  In the 2014-15  
          May Revision, the Department of Finance provided the following  
          estimates of the transfers and debt repayments for the first  
          three fiscal years that this new measure would be in effect:


           ---------------------------------------------------------- 
          | Calculation of Rainy Day Amounts at 2014-15 May Revision |
           ---------------------------------------------------------- 
          |---------------------------------+--------+------+-------|
          |                                 |2015-16 |2016-1|2017-18|
          |                                 |        |7     |       |
          |---------------------------------+--------+------+-------|
          |Annual 1.5 percent General Fund  | $      | $    | $     |
          |Revenue Transfer                 | 1,698  |1,773 |1,854  |
          |                                 |        |      |       |
          |---------------------------------+--------+------+-------|
          |Capital Gains Tax Revenue above  | $      | $    | $     |
          |8 percent of Total General Fund  |    174 |      |  341  |
          |Revenues                         |        |233   |       |
          |---------------------------------+--------+------+-------|
          |Total Rainy Day Fund Amount      | $      | $    | $     |
          |                                 | 1,872  |2,005 |2,195  |
          |                                 |        |      |       |
          |---------------------------------+--------+------+-------|
          |                                 |        |      |       |
          |---------------------------------+--------+------+-------|
          |Debt Repayment                   | $      | $    | $     |
          |                                 |    936 |1,003 |1,097  |
          |                                 |        |      |       |
          |---------------------------------+--------+------+-------|
          |Deposit to Budget Stabilization  | $      | $    | $     |
          |Account                          |    936 |1,003 |1,097  |
          |                                 |        |      |       |
           --------------------------------------------------------- 
           
           COMMENTS  :   Assembly Constitutional Amendment 1 X2 responds to  
          two critical problems that have plagued California's budget for  
          decades:

             1.   Revenue Volatility. California's revenue system is  








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               notoriously volatile.  This results in large part from  
               reliance on income tax.  While income tax rates are not  
               dramatically progressive, the incomes of wealthy  
               Californians do fluctuate and therefore their income taxes  
               they pay also fluctuate.  


             2.   Inadequate Reserves.  Long term forecasts are always  
               difficult.  At times forecasts show balanced budgets as far  
               as the eye can see, but reality often proves different.   
               Without strong reserves, unpredicted economic down turns  
               have ravished the state budget and caused draconian cuts to  
               programs and painful middle class tax increases.
          ACA 1 X2 addresses these problems with the following:

             1.   Stabilizes Spending.  ACA 1 X2 separates state spending  
               from the rollercoaster of revenue volatility.  This measure  
               takes capital gains revenues that make up more than eight  
               percent of the General Fund - the average for the last 10  
               years - off the table rather than being used for  
               unsustainable permanent tax cuts or ongoing programs.  The  
               spiking revenues (along with 1.5 percent of overall General  
               Fund revenues) will be used for debt payments and deposited  
               into the BSA, to be withdrawn during economic downturns to  
               avoid program cuts and middle class tax increases.


             2.   Increases the Reserve.  ACA 1 X2 doubles the size of the  
               Constitutional Reserve to 10 percent, which will provide  
               increased protection against draconian cuts to programs and  
               painful middle class tax increases during economic down  
               turns.


           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Governor Jerry Brown
          Kern County Superintendent of Schools
          California Forward 


           Opposition 
           








                                                                  ACA 1 X2
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          Riverside County Superintendent of Schools
           
          Analysis Prepared by  :    Christian Griffith / BUDGET X2 / (916)  
          319-2099