BILL ANALYSIS                                                                                                                                                                                                    �



                                                               AJR 37
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       Date of Hearing:   March 18, 2014 

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                                 Jose Medina, Chair
               AJR 37 (Muratsuchi) - As Introduced:  February 19, 2014 
        
       SUBJECT  :   Export-Import Bank of the United States 

        SUMMARY  :   Memorializes the Legislature's desire for the U.S. Congress  
       to support legislation reauthorizing the Export-Import Bank of the  
       United States (Ex-Im Bank). Specifically,  this resolution  :   

       1)Makes findings and declarations that, among other things, state:

          a)   The Ex-Im Bank is the official export credit agency of the  
            U.S. and exists for the purposes of financing and insuring  
            foreign purchases of U.S. goods for customers unable or unwilling  
            to accept the credit risk;  

          b)   The Ex-Im Bank has supported more than $400 billion in U.S.  
            exports in the past 70 years and helps to cover critical trade  
            finance gaps by providing loan guarantees, export credit  
            insurance, and direct loans for U.S. exports in developing  
            markets where commercial bank financing is unavailable or  
            insufficient.  In Fiscal Year 2012, Ex-Im financing of U.S.  
            exports exceeded $35 billion, assisting more than 3,400 U.S.  
            companies and supporting approximately 255,000 export-related  
            American jobs; 

          c)   The Ex-Im Bank is a self-sustaining agency, which operates at  
            no cost to the taxpayer and, between the 2008-09 to 2011-12  
            fiscal years, inclusive, the Ex-Im Bank has generated $1.6  
            billion in excess revenue for U.S. taxpayers; and 

          d)   Exports are particularly important to the California economy  
            as California is currently ranked second in exports among all  
            states.  If California's manufacturing base is to grow, we must  
            continue to expand our ability to export goods from California  
            facilities.  Given the key role the Ex-Im Bank plays in  
            facilitating export sales, failure to reauthorize it would be  
            devastating to existing industry and to those that we hope to  
            create in the future.  

       2)Resolves that the California Legislature desires the U.S. Congress  
         to support the reauthorizing of the Ex-Im Bank.








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       3)Directs the Chief Clerk to transmit copies of this resolution to the  
         President and Vice President of the U.S., to the Speaker of the U.S.  
         House of Representatives, to the Majority Leader of the U.S. Senate,  
         and to each Senator and Representative from California in the  
         Congress of the United States. 

        EXISTING FEDERAL LAW  establishes the Ex-Im Bank for the purpose of  
       financing and insuring foreign purchases of U.S. goods and services to  
       international markets.

        FISCAL EFFECT  :   None 

        COMMENTS  :   

        1)Author's Purpose  :  According to the author, "The Export-Import Bank  
         is the official export credit agency of the United States that  
         exists for the purposes of financing and insuring foreign purchases  
         of United States goods for customers unable or unwilling to accept  
         credit risk. The Bank has supported more than $500 billion in U.S.  
         exports in the past eighty years and helps to cover critical trade  
         finance gaps by providing loan guarantees, export credit insurance,  
         and direct loans for U.S. exports in developing markets where  
         commercial bank financing is unavailable or insufficient. It should  
         be noted that the Export-Import Bank has maintained a very low  
         default rate of less than 2%. The Bank is currently up for  
         reauthorization in the U.S. Congress. Given the key role the Bank  
         plays in facilitating export sales, failure to reauthorize it could  
         be devastating to a number of industries. This resolution would urge  
         Congress to reauthorize the Export-Import Bank when it comes up for  
         consideration this year."

        2)Framing the Policy Issue  :  This resolution seeks state legislative  
         support for federal advocacy to support the reauthorization of the  
         Ex-Im Bank.   With California businesses being one of the largest  
         users of Ex-Im Bank programs and the state being one of the hardest  
         hit in the recession, California's opinion on reauthorization has  
         particular merit in the national debate.   

         In deliberating the appropriateness of this resolution, Members may  
         wish to consider the importance of trade within the California  
         economy, the continuing need for programs to assist businesses in  
         accessing capital and new markets, and the ability of the federal  
         government to operate the Ex-Im Bank without ongoing costs to the  
         public.  Each of these issues is discussed in greater detail below.








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        3)Background on the Bank  :  The Ex-Im Bank is an independent federal  
         agency that provides a variety of financial and insurance products  
         that are designed to fill gaps in private export financing.  Last  
         authorized in 2012, the Ex-Im Bank needs to be reauthorized by  
         September 30, 2014.  The Ex-Im Bank operates at no cost to American  
         taxpayers and, in 2013, the Ex-Im Bank generated more than $1  
         billion in revenues above the actual amount necessary to operate its  
         programs and maintain prudent loss reserves.

         In the federal fiscal year (FFY) 2013, the Ex-Im Bank approved more  
         than $27 billion in financial authorizations, which supported an  
         estimated $37.4 billion in export sales and approximately 205,000  
         U.S. jobs.  Since 2009, the Ex-Im Bank has supported nearly 2.1  
         million private sector jobs. 

         Of the total transactions in 2013, approximately 89% (3,413) of the  
         financial transactions were with small business for a total of $6  
         billion.  Of that $6 billion in small business transactions, $5.2  
         billion were for direct support of small businesses and $800 million  
         was attributed to small business inputs within the supply chain of  
         larger U.S. exporting companies.  FFY 2013 was also a historically  
         high year for women and minority-owned firms, with the Ex-Im Bank  
         completing 761 transactions for a total of $815.5 million.  This  
         represents one in five businesses assisted in FFY 2013 were a woman-  
         or minority-owned business.

         Between 2012 and 2014, $91billion in financial authorizations went  
         to 530 California exporters, which supported $10 billion in sales.   
         Of those exporters, 412 were small businesses, 67 were  
         minority-owned businesses, and 41 were women-owned businesses.  The  
         three top export destinations for California products were Mexico,  
         Singapore, and Germany.   More businesses in California use the  
         Ex-Im Bank than from any other state except Texas, 530 vs. 661.   
         However, of those businesses, California has a significantly higher  
         number of small businesses, 412 vs. 366.

         Other accomplishments in the past several years include an enhanced  
         risk management approach which materially reduced defaults since the  
         financial crisis.  The default rate for the final quarter of 2013  
         was 0.267%.  Fred Hochberg, the Chair and President of the Ex-Im  
         Bank attributes the low default rate to the Bank's continued prudent  
         oversight and due diligence standards.  Key changes identified in  
         Congressional testimony include modernizing the Bank's credit  
         monitoring techniques, creating a special assets unit to address  








                                                               AJR 37
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         emerging credit issues; improving underwriting, and enhancing credit  
         loss modeling with qualitative factors.  In preparation for  
         reauthorization, the Ex-Im Bank has met all its reporting  
         requirements including the preparation of a current business plan,  
         publication of a small business report, and submittal of quarterly  
         default reports.   

         *Information for this comment came from a variety of sources  
         including, but not limited to, written testimony before the U.S.  
         Senate Committee on Banking, Housing, and Urban Affairs (January 28,  
         2014), and the Ex-Im Bank website.

        4)California's Trade-Based Economy  :  International trade and foreign  
         investment serve as critical components of California's $2.0  
         trillion economy.  If California were a country, it would be the  
         17th largest exporter and the 14th largest importer in the world.   
         Merchandise exports from California ($168 billion) accounted for  
         over 10.6% of total U.S. exports in goods, shipping to over 220  
         foreign destinations in 2013.   
          
         California's land, sea, and air ports of entry served as key  
         international commercial gateways for the $538 billion in products  
         entering and exiting the U.S. in 2012.  Statewide, 4.4 million  
         California jobs are dependent on foreign trade.  Over 562,700  
         California workers benefit from jobs with foreign-owned firms, which  
         accounts for 5.1% of all private sector jobs in the state.   
        
         The importance of trade to the California economy is increasing as a  
         percentage of California jobs tied to trade more than doubled from  
         1992 to 2011, 10.6% v. 22.0%.  Most recently, the value of  
         trade-related work, as a component of the broader economy was the  
         subject of a study by the Brookings Institute and JP Morgan Chase,  
         Export Nation 2013.  The report found that between 2003 to 2012  
         exports drove post-recession growth in the 100 largest metro areas  
         including Los Angeles, San Diego, and the Inland Empire.  The study  
         is unique in that it collects data by origin or production rather  
         than origin of export movement, as is the case with the U.S.  
         Department of Commerce export data.  

         Using the Export Nation methodology, total California exports for  
         goods and services in 2012 was $252 billion, as compared to the U.S.  
         Census Bureau's 2012 number of $162 billion for goods only, as  
         measured by origin of movement.  In 2012, exports represented 8.8%  
         of California GDP, based on the Export Nation methodology.  The top  
         five metro areas in California include:  (1) Los Angeles (37.1%);  








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         (2) San Francisco (15%); (3) San Jose (13.7%); (4) San Diego  
         (11.5%), and (5) the Inland Empire (9.2%).  Chart 1 includes more  
         specific data on selected California exports of goods and services,  
         as expressed in 2012 dollars (adjusted for inflation) and based on  
         the Export Nation methodology.


          ----------------------------------------------------------------- 
         |         Chart 1 - Southern California Largest Metro Areas       |
         |     Exports (2007-2012)(in millions, adjusted for inflation)    |
          ----------------------------------------------------------------- 
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |  Metropolitan| 2003 Exports | 2012 Exports | Export Share |  Export in   |  Export in   |  Annualized  |
         |              |  (millions)  |  (millions)  |    of GDP    |  Goods 2012  |Services 2012 |  2009-2012   |
         |  Statistical |              |              |              |              |              |  Growth in   |
         |      Area    |              |              |              |              |              |Manufacturing |
         |              |              |              |              |              |              |(Post-Recessio|
         |              |              |              |              |              |              |      n)      |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |El Centro, CA |   432.7954   |   586.8708   |     9.3%     |   456.5946   |   130.2762   |     8.9%     |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |
         |Area          |              |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |Los           |   62850.51   |   93871.65   |    12.0%     |   56462.39   |   37409.26   |     4.0%     |
         |Angeles-Long  |              |              |              |              |              |              |
         |Beach-Santa   |              |              |              |              |              |              |
         |Ana, CA       |              |              |              |              |              |              |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |
         |Area          |              |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |Oxnard-Thousan|   3997.99    |   6462.674   |    15.2%     |   4822.016   |   1640.658   |     3.8%     |
         |d             |              |              |              |              |              |              |
         |Oaks-Ventura, |              |              |              |              |              |              |
         |CA            |              |              |              |              |              |              |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |
         |Area          |              |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |Riverside-San |   7999.825   |   13128.07   |     9.2%     |   8407.373   |   4720.697   |     5.9%     |
         |Bernardino-Ont|              |              |              |              |              |              |
         |ario, CA      |              |              |              |              |              |              |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |








                                                               AJR 37
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         |Area          |              |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |San           |   11996.96   |   21613.47   |    11.5%     |   13702.52   |   7910.954   |     7.2%     |
         |Diego-Carlsbad|              |              |              |              |              |              |
         |-San Marcos,  |              |              |              |              |              |              |
         |CA            |              |              |              |              |              |              |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |
         |Area          |              |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |San           |   15417.44   |   38046.75   |    12.5%     |   23306.12   |   14740.64   |    -0.7%     |
         |Francisco-Oakl|              |              |              |              |              |              |
         |and-Fremont,  |              |              |              |              |              |              |
         |CA            |              |              |              |              |              |              |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |
         |Area          |              |              |              |              |              |              |
         |--------------+--------------+--------------+--------------+--------------+--------------+--------------|
         |San           |   21384.90   |   34641.22   |    23.8%     |   26418.39   |   8222.831   |    10.9%     |
         |Jose-Sunnyvale|              |              |              |              |              |              |
         |-Santa Clara, |              |              |              |              |              |              |
         |CA            |              |              |              |              |              |              |
         |Metropolitan  |              |              |              |              |              |              |
         |Statistical   |              |              |              |              |              |              |
         |Area          |              |              |              |              |              |              |
          -------------------------------------------------------------------------------------------------------- 
          ----------------------------------------------------------------- 
         |  Source:  Export Nation 2013, Global Cities Initiative, a joint |
         |project of Brookings Institute and JP Morgan Chase               |
          ----------------------------------------------------------------- 

         Trade and foreign investment support new job creation, bring new  
         technologies and skills to California workers, generate local and  
         state revenues, and generally strengthen the state's economic base.   
         In the future, California's economy will become increasingly reliant  
         on accessing foreign markets where a majority of global economic  
         growth is expected to occur.  

        5)Related Legislation  :  Below is a list of legislation from the  
         current and prior legislative sessions.

          a)   AB 29 (John A. P�rez, Feuer and V. Manuel P�rez) Governor's  
            Office of Business and Economic Development:  This bill  
            establishes the Governor's Office of Business and Economic  
            Development for the purpose of serving as the lead entity for  








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            economic strategy and marketing of California on issues relating  
            to business development, private sector investment and economic  
            growth.  Status:  Singed by the Governor, Chapter 475, Statutes  
            of 2011.

          b)   AB 311 (V. Manuel P�rez) Bi-National Infrastructure and  
            Economic Development Bank:  This bill would have expanded the  
            role of the I-Bank to include facilitating infrastructure and  
            economic development financing activities within the California  
            and Mexico border region.  Status:  Held in the Assembly  
            Committee on Appropriations, 2013.

          c)   AB 690 (Campos and Medina) Office of California and Mexico  
            Affairs:  This bill repeals and recasts statutory provisions  
            within the Government Code relating to California and Mexico  
            relations including adding the Director of the Governor's Office  
            of Business and Economic Development to the membership of the  
            California-Mexico Border Relations Council and designating him or  
            her as Chair.  Status:  Pending in the Senate Committee on  
            Business, Professions, and Economic Development. 

          d)   AB 886 (Allen) Export and Import Credit:  This bill would have  
            established a capped and allocated tax credit for importers and  
            exporters that increase cargo through California air and sea  
            ports, hire additional staff, or incur capital costs at a  
            California cargo facility.  Status:  Held in the Assembly  
            Committee on Appropriations, 2013.

          e)   AB 1247 (Medina and Bocanegra) Small Business Finance Center:   
            This bill establishes the Small Business Finance Center within  
            the California Infrastructure and Economic Development Bank for  
            the purpose of establishing a one-stop-shop for small businesses  
            interested in utilizing state loan and credit program including  
            export finance guarantees.  Status:  Signed by the Governor,  
            Chapter 537, Statutes of 2013. 

          f)   AB 1399 (Medina and V. Manuel P�rez) New Markets Tax Credits:   
            This bill creates a $200 million state New Markets Tax Credit  
            Program for the purpose of stimulating economic development and  
            hasten California's economic recovery, generally paralleling the  
            federal New Markets Tax Credit.  Tax expenditure authority for  
            this measure is provided through the reallocation of previously  
            authorized expenditures from the California State Sales and Use  
            Tax Exclusion Program.  Status:  Pending in the Senate Committee  
            on Governance and Finance.  








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          g)   AB 1400 (Assembly Committee on Jobs, Economic Development, and  
            the Economy) Export Document Certificates:  This bill modifies  
            the state's Export Document Program to accept requests  
            electronically, expedite approval of existing labels, and extend  
            the term of the export labels from 180 days to 365 days, in order  
            to alleviate backlog of exports of food, drug, and medical  
            devices.  Status:  Signed by the Governor, Chapter 539, Statues  
            of 2013.     

          h)   AB 2012 (John A. P�rez) Economic Development Reorganization:   
            This bill transferred the authority for undertaking international  
            trade and foreign investment activities from the Business,  
            Transportation and Housing Agency to GO-Biz.  In addition, the  
            bill transfers the responsibility for establishing an  
            Internet-based permit assistance center from the Secretary of the  
            California Environmental Protection Agency to GO-Biz.  Status:   
            Signed by the Governor, Chapter 294, Statutes of 2012. 

        REGISTERED SUPPORT / OPPOSITION  :   

        Support 
        
       California Manufacturers & Technology Association 
       Orange County Business Council
       California Chamber of Commerce

        Opposition 
        
       None received 
        

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