BILL ANALYSIS                                                                                                                                                                                                    �




                                                                  AB 1399
                                                                  Page A
          CONCURRENCE IN SENATE AMENDMENTS
          AB 1399 (Medina and V. Manuel P�rez)
          As Amended  August 22, 2014
          Majority vote
           
           ----------------------------------------------------------------- 
          |ASSEMBLY:  |     |(May 16, 2013)  |SENATE: |35-0 |(August 27,    |
          |           |     |                |        |     |2014)          |
           ----------------------------------------------------------------- 
               (vote not relevant)

          Original Committee Reference:   J., E.D. & E.  

           SUMMARY  :  Establishes the California New Markets Tax Credit  
          (NMTC) Program (Program), with the stated purpose of stimulating  
          private sector investment in lower income communities, as  
          specified. 

           The Senate amendments  delete the Assembly version of this bill,  
          and instead:

          1)Contain the following legislative findings:

             a)   While many areas of California have recovered from the  
               economic and community development impacts of the 2006  
               Financial Crisis and the 2010 global recession,  
               Californians in a number of communities and neighborhoods  
               are still experiencing their lingering effects.  In some  
               cases, this has resulted in small and medium businesses in  
               low-income areas lacking sufficient access to capital and  
               technical assistance.  Given that California has many needs  
               and limited resources, moneys from the private sector are  
               necessary to fill this capital and investment gap.  

             b)   Initially enacted in 2000, the Federal Government  
               established the NMTC Program, which uses a market-based  
               approach for expanding capital and technical assistance to  
               businesses in lower income communities.  The federal  
               program is jointly administered by the Community  
               Development Financial Institutions Fund (CDFI Fund) and the  
               Internal Revenue Service.  The Program allocates federal  
               tax incentives to community development entities (CDEs),  
               which they then use to attract private investors who  
               contribute funds that can be used to finance and invest in  
               businesses and develop real estate in low-income  









                                                                  AB 1399
                                                                  Page B
               communities.  

             c)   Through the 2013-14 funding round, the CDFI Fund had  
               awarded approximately $40 billion in NMTC in 836 awards  
               including $3 billion in American Recovery and Investment  
               Act of 2009 awards and $1 billion of special allocation  
               authority to be used for the recovery and redevelopment of  
               the Gulf Opportunity Zone.    

             d)   The federal NMTC totals 39% of the original investment  
               amount in the CDE and is claimed over a period of seven  
               years (5% for each of the first three years, and 6% for  
               each of the remaining four years).  Any investment by any  
               taxpayer in the CDE redeemed before the end of the  
               seven-year period will be recaptured.  

             e)   Fourteen states in the United States (U.S.) have adopted  
               state programs using the NMTC model including Alabama,  
               Florida, Illinois, Nevada, and Oregon.  While some of the  
               programs substantially mirror the federal program, others  
               vary in both the percentage of the credit and some of the  
               policies that form the foundation of the credit.  One of  
               the reasons cited for establishing state-level programs is  
               to make a state more attractive to CDEs, which results in  
               increasing the amount of federal NMTCs being utilized in  
               the state.  Further, several studies, including a January  
               1, 2011, case study by Pacific Community Ventures, showed  
               that for every dollar of foregone tax revenue, the federal  
               NMTC leverages $12 to $14 of private investment.

          2)Require the California Alternative Energy and Advanced  
            Transportation Financing Authority (CAEATFA) to determine the  
            amount of the $100 million in exclusions not granted in the  
            assigned calendar year under Public Resources Code (PRC)  
            Section 26011.8.  An amount equal to that amount shall be  
            granted in the subsequent calendar year through the Program.  

          3)Require the California Competes Tax Credit Committee  
            (Committee) and the Governor's Office of Business and Economic  
            Development (GO-Biz) to administer the Program.

          4)Allow, for taxable years beginning on or after January 1,  
            2015, and before January 1, 2027, a credit in an amount  
            determined in accordance with Internal Revenue Code (IRC)  
            Section 45D, as modified.  For a taxpayer holding a "qualified  









                                                                  AB 1399
                                                                  Page C
            equity investment" on that investment's "credit allowance  
            date," the credit shall equal a percentage of the amount paid  
            to a "qualified CDE" for such investment at its original  
            issue.  The applicable percentage shall be:

             a)   Zero percent with respect to the first two "credit  
               allowance dates";

             b)   Seven percent with respect to the third "credit  
               allowance date"; and, 

             c)   Eight percent with respect to the remainder of the  
               "credit allowance dates".   

          5)Modify the federal definition of a "qualified CDE" to include  
            only those qualified CDEs (and their subsidiaries) that have  
            entered into an allocation agreement with the CDFI Fund of the  
            U.S. Treasury Department, with respect to credits authorized  
            by IRC Section 45D, that includes California within the  
            service area and is dated on or after January 1, 2012.  

          6)Modify the federal definition of a "qualified active  
            low-income community business" as follows:

             a)   Allows the services of employees of a service-based  
               qualified active low-income community business to be  
               performed outside the low-income community.  "A  
               service-based qualified active low-income community  
               business" is defined as a business that primarily earns  
               revenue through providing intangible products and services  
               and leases or owns real property in the low-income  
               community that is used for the operation of the business;

             b)   A qualified active low-income community business shall  
               not include any business that derives, or projects to  
               derive, 15% or more of its annual revenue from the rental  
               or sale of real estate, subject to certain exceptions;

             c)   A qualified active low-income community business shall  
               only include a business that, at the time the initial  
               investment is made, has 250 or fewer employees and is  
               located in one or more California low-income communities;

             d)   A qualified active low-income community business shall  
               only include a business located in specified census tracts  









                                                                  AB 1399
                                                                  Page D
               based on poverty and unemployment rates;

             e)   A qualified active low-income community business shall  
               not include any business that operates or derives revenues  
               from the operation of a country club, gaming establishment,  
               massage parlor, liquor store, or golf course;

             f)   A qualified active low-income community business shall  
               not include a sexually oriented business, as defined; and, 

             g)   A qualified active low-income community business shall  
               not include a charter school.    

          7)Provide that the aggregate amount of qualified equity  
            investments that may be allocated in any calendar year under  
            the Program shall be an amount based upon any unused portion  
            of the $100 million in exclusions, authorized under Revenue  
            and Taxation Code Section 6010.8, as determined by CAEATFA and  
            reported to the Committee, not to exceed an amount based upon  
            a credit of $40 million.  

          8)Require the Committee to limit the allocation of investments  
            that may be designated to a cumulative total amount based on  
            credits of no more than $200 million.  

          9)Require GO-Biz to establish a process for the recapture of  
            credits.  Specifically modifies federal law to add the  
            following events triggering a credit recapture: 

             a)   The qualified CDE fails to invest at least 15% of the  
               qualified equity investment in a qualified low-income  
               community business in consultation or partnership with  
               either of the following:

               i)     A qualified CDE that has not received a federal NMTC  
                 allocation on or after January 1, 2012, as specified; or,  


               ii)    A nonprofit organization certified by GO-Biz, as  
                 specified.  

             b)   The qualified CDE made an investment without performing  
               a revenue impact assessment that satisfies this bill's  
               requirements.  










                                                                  AB 1399
                                                                  Page E
          10)Provide that enforcement of each of the recapture provisions  
            shall be subject to a six-month cure period.  Specifically,  
            recapture shall not occur until the qualified CDE gives notice  
            of potential noncompliance to GO-Biz and is afforded six  
            months to cure the noncompliance.

          11)Provide that in cases where a qualified CDE fails to send the  
            required notice of potential noncompliance or GO-Biz has  
            information from the annual report or other sources indicating  
            that the entity is in potential noncompliance, GO-Biz shall  
            send the notice, and the date GO-Biz sends the notice shall  
            begin the six-month cure period.  

          12)Provide that if a qualified CDE makes a capital or equity  
            investment or a loan with respect to a qualified low-income  
            building under the state Low-Income Housing Tax Credit  
            Program, the investment or loan is not a qualified low-income  
            community investment under the Program.        

          13)Require GO-Biz to adopt guidelines necessary or appropriate  
            to carry out its responsibilities with respect to the  
            allocation of the qualified equity investments and recapture  
            of credit.  The adoption of these guidelines shall not be  
            subject to the rulemaking provisions of the Administrative  
            Procedure Act (Government Code Section 11340 et seq.).  

          14)Require GO-Biz to establish and impose reasonable fees upon  
            entities that apply for an allocation that, in the aggregate,  
            defray the cost of reviewing applications.  

          15)Require GO-Biz to adopt an allocation process that does all  
            of the following:

             a)   Creates an equitable distribution process that ensures  
               that low-income community populations across the state are  
               engaged and have an opportunity to benefit from the  
               Program;

             b)   Sets minimum organizational capacity standards that  
               applicants must meet to receive an allocation, as  
               specified;

             c)   Considers the qualified CDE's prior qualified low-income  
               community investments under IRC Section 45D;










                                                                  AB 1399
                                                                  Page F
             d)   Considers the qualified CDE's prior qualified low-income  
               community investments under the Program; 

             e)   Does not require the qualified CDE to identify the  
               qualified active low-income community businesses in which  
               the qualified CDE will invest in an application for  
               qualified equity investment allocation; and, 

             f)   Does not disqualify a low-income community investment  
               for the single reason that public or private incentives,  
               loans, equity investments, technical assistance, or other  
               forms of support have been or continue to be provided.    

          16)Provide that GO-Biz shall begin accepting applications on or  
            before May 15, 2015, and shall award authority to designate  
            qualified equity investments annually through 2019, to the  
            extent that allocations are available under PRC Section  
            26011.9.

          17)Provide that, in the 2015 awards cycle, the Committee shall  
            award authority to designate qualified equity investments to  
            qualified CDEs in the order applications are received by the  
            Committee.  

          18)Provide that, in the 2016 to 2019 award cycles, at least 60%  
            of the authority shall be awarded in the order applications  
            are received by the Committee. 

          19)Require the Committee to award up to 40% of the authority in  
            the 2016 to 2019 award cycles to qualified CDEs on a  
            competitive basis using blind scoring and a review committee  
            comprised of community development finance practitioners.  

          20)Authorize an approved applicant to transfer all or a portion  
            of its certified qualified equity investment authority to its  
            controlling entity or any subsidiary qualified CDE of the  
            controlling entity, provided the applicant and the transferee  
            notify the Committee within 30 calendar days of such transfer.  
             The transferee shall be subject to the same rules,  
            requirements, and limitations applicable to the transferor.  

          21)Provide that a qualified CDE shall only make a qualified  
            low-income community investment that demonstrates a positive  
            revenue impact on the state over a 10-year period against the  
            aggregate tax credit utilization over the same 10-year period,  









                                                                  AB 1399
                                                                  Page G
            as specified.  

          22)Require a qualified CDE that issues qualified equity  
            investments to submit a report to GO-Biz within the first five  
            business days after the first anniversary of the initial  
            credit allowance date that provides documentation as to the  
            investment of at least 85% of the purchase price in qualified  
            low-income community investments in qualified active  
            low-income community businesses in California.  

          23)Include additional reporting requirements.    

          24)Provide that a taxpayer allowed a credit under the Program  
            for a qualified equity investment shall not be eligible for  
            any other state credit with respect to that investment.  

          25)Provide that GO-Biz and the Committee shall only make  
            authority awards in a calendar year in which the Legislature  
            appropriates funds in the California New Markets Tax Credit  
            Fund, which this bill creates.  

          26)Provide that this bill shall take immediate effect as a tax  
            levy.  

          27)Sunset the credit provisions on December 1, 2028. 

          28)Declare that the provisions of this bill are severable.     

           EXISTING LAW  :

          1)Allows various tax credits under both the Personal Income Tax  
            Law and the Corporation Tax Law.  These credits are generally  
            designed to encourage socially beneficial behavior or to  
            provide relief to taxpayers who incur specified expenses.     

          2)Establishes the Committee, which has specified duties in  
            regard to tax credits for economic development.  

          3)Imposes an annual tax on the gross premiums of an insurer, as  
            defined, doing business in this state at specified rates.  

          4)Allows a credit equal to 20% of each qualified investment into  
            a community development financial institution that is  
            certified by the California Organized Investment Network  
            (COIN).  The aggregate amount of qualified investments is  









                                                                  AB 1399
                                                                  Page H
            generally capped at $50 million for each calendar year.  Thus,  
            the statewide total for all credits allowed under the program  
            is capped at $10 million per year (i.e., 20% of $50 million).
            
          AS PASSED BY THE ASSEMBLY  , this bill authorized GO-Biz, and its  
          director, to expend specified economic development funds  
          previously administered by the Business, Transportation and  
          Housing Agency.  

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, the Franchise Tax Board indicates that this bill will  
          result in a General Fund (GF) revenue loss of $1.6 million in  
          fiscal year (FY) 2016-17, $5.7 million in FY 2017-18, and $10  
          million in FY 2018-19.

           COMMENTS  :  

          What is a "tax expenditure"?  Existing law provides various  
          credits, deductions, exclusions, and exemptions for particular  
          taxpayer groups.  In the late 1960s, U.S. Treasury officials  
          began arguing that these features of the tax law should be  
          referred to as "expenditures" since they are generally enacted  
          to accomplish some governmental purpose and there is a  
          determinable cost associated with each (in the form of foregone  
          revenues).  

          How is a tax expenditure different from a direct expenditure?   
          As the Department of Finance notes in its annual Tax Expenditure  
          Report, there are several key differences between tax  
          expenditures and direct expenditures.  First, tax expenditures  
          are reviewed less frequently than direct expenditures once they  
          are put in place.  This can offer taxpayers greater certainty,  
          but it can also result in tax expenditures remaining a part of  
          the tax code without demonstrating any public benefit.  Second,  
          there is generally no control over the amount of revenue losses  
          associated with any given tax expenditure.  Finally, it should  
          also be noted that, once enacted, it takes a two-thirds vote to  
          rescind an existing tax expenditure absent a sunset date.  This  
          effectively results in a "one-way ratchet" whereby tax  
          expenditures can be conferred by majority vote, but cannot be  
          rescinded, irrespective of their efficacy, without a  
          supermajority vote.

          This bill:  This bill would enact a new tax expenditure program  
          modeled after the federal NMTC, with the stated purpose of  









                                                                  AB 1399
                                                                  Page I
          stimulating private sector investment in lower income  
          communities.

          The federal NMTC:  Congress established the federal NMTC program  
          as part of the Community Renewal Tax Relief Act of 2000 to  
          encourage investment in low-income communities that have  
          traditionally lacked access to capital.  The federal NMTC  
          program provides taxpayers (e.g., individual investors,  
          financial institutions, corporations, etc.) a credit for  
          investing in economically distressed communities.  Specifically,  
          the credit is allowed for a taxpayer's qualified equity  
          investment in a CDE, which must be a corporation or partnership.  
           The CDE's primary mission must be serving, or providing  
          investment capital for, low-income communities or low-income  
          persons, as certified by the Secretary of the Treasury.  The  
          taxpayer's federal NMTC totals 39% of the qualified equity  
          investment made in the CDE, but is spread over a seven-year  
          period as follows:

          1)A 5% credit for the year the qualified equity investment is  
            purchased and for the first two years thereafter (i.e., 15%  
            for the first three years); and, 

          2)A 6% credit for years four through seven (i.e., 24% for the  
            subsequent four years).

          In recent years, private investors have claimed more than $1  
          billion in NMTCs annually.      

          The federal NMTC program is administered by the CDFI Fund within  
          the U.S. Treasury.  The CDFI Fund allocates tax credit authority  
          to CDEs that apply for and obtain allocations.<1>  These CDEs,  
          in turn, enable private investors to obtain credits in exchange  
          for equity investments with the CDEs.  The CDEs then invest the  
          raised capital in qualified low-income community investments,  
          which include investments in operating businesses and  
          residential, commercial, and industrial projects.  While the  
          range of projects financed by CDEs varies, roughly 50% of NMTC  
          investments have been used for commercial real estate projects.   


          The federal NMTC program expired in 2013, but legislation has  
          been introduced to extend it, and the President requested a  


          ---------------------------
          <1> In the 11 allocation rounds since 2003, the CDFI Fund has  
          made allocations to CDEs totaling $40 billion.  








                                                                  AB 1399
                                                                  Page J
          permanent extension in his FY 2015 budget proposal.  
           
          How would the Program differ from the federal NMTC?  The Program  
          would differ from the federal NMTC in numerous respects,  
          including the following:

          1)Different credit percentages over the seven-year period:   
            While the proposed state credit, like the federal credit,  
            totals 39% of the taxpayer's investment in a qualified CDE,  
            the state credit would be spread out over the seven-year  
            period as follows:

             a)   Zero percent for the year the investment is purchased  
               and the following year (i.e., 0% for the first two years); 

             b)   A 7% credit for the third year; and, 

             c)   An 8% credit for years four through seven (i.e., 32% for  
               the subsequent four years).

            It is Committee understanding that this "back-loading" of the  
            credit percentages is designed to reduce the Program's upfront  
            cost to the GF.  
             
          2)Modified definition of a qualified active low-income community  
            business:  This bill modifies the definition of a "qualified  
            active low-income community business" in several respects.   
            For example, under federal law, a substantial portion of the  
            services performed for such a business by its employees must  
            be performed in a low-income community.  This bill arguably  
            dilutes that requirement for "service-based" qualified active  
            low-income community businesses.  Specifically, this bill  
            allows the services of employees of a service-based business  
            to be performed outside the low-income community.  The  
            business would, however, be required to lease or own real  
            property in the low-income community for the operation of its  
            business.

            In some respects, however, this bill's definition of a  
            "qualified active low-income community business" is more  
            restrictive than the federal definition.  For example, under  
            this bill, any business that derives 15% or more of its annual  
            revenue from the rental or sale of real estate would generally  
            be excluded from the definition.  In addition, the state  
            definition is limited to businesses that, at the time the  









                                                                  AB 1399
                                                                  Page K
            initial investment is made, have 250 or fewer employees.   
             
          Does California have any similar tax credit programs?  While  
          California does not conform to the federal NMTC, state law does  
                                                                  allow a 20% credit for each "qualified investment" in a CDFI  
          certified by COIN.  The aggregate amount of qualified  
          investments is generally capped at $50 million for each calendar  
          year.<2>  Thus, the statewide total for all credits allowed  
          under the program is capped at $10 million per year (i.e., 20%  
          of $50 million).  Unlike the federal NMTC, the "qualified  
          investment" in the CDFI must be at least $50,000, be for a  
          minimum duration of 60 months, and may consist of either an  
          equity investment or a deposit or loan that does not earn  
          interest.

          Existing law defines a "CDFI," in turn, as a private financial  
          institution located in California that has community development  
          as its primary mission, and that lends in urban, rural, or  
          reservation-based communities in this state.  Specifically, a  
          "CDFI" may be a community development bank, a community  
          development loan fund, a community development credit union, a  
          microenterprise fund, a community development corporation-based  
          lender, or a community development venture fund. 

          The existence of California's stand-alone CDFI tax credit raises  
          some interesting issues.  Namely, California already has a tax  
          credit program specifically designed to encourage private  
          investment in underserved markets.  Given this fact, does it  
          makes sense to establish a second tax credit program with the  
          same goal?  If this bill were enacted in its present form,  
          California would have two similar tax credit programs,  
          administered by two separate entities, with an unclear level of  
          coordination between the two.  

          Government Accountability Office report:  A recent report issued  
          by the U.S. Government Accountability Office (GAO) found that  
          better controls and data are needed to ensure the effectiveness  
          of the federal NMTC program.  Specifically, the report noted  
          that the financial structures of NMTC investments have become  
          increasingly complex and less transparent over time.  This  
          ---------------------------
          <2> State law provides that if the aggregate amount of qualified  
          investments made in a calendar year is less than $50 million,  
          the difference may be carried over to the next year, and any  
          succeeding year during which the credit remains in effect, and  
          added to the aggregate amount authorized for those years.  








                                                                  AB 1399
                                                                  Page L
          increased complexity, in turn, was attributed to the combining  
          of the NMTC with other federal, state, and local government  
          funds.  The GAO's survey of CDEs determined that approximately  
          62% of NMTC projects received other federal, state, or local  
          government support from 2010 to 2012.  The report acknowledged  
          that combining public financing from multiple sources can fund  
          projects that would otherwise not be economically viable.  At  
          the same time, however, this combination raises questions about  
          whether the subsidies are unnecessarily duplicative.  In  
          addition, the report found that, "in some cases the complexity  
          of the structures may be masking rates of return for NMTC  
          investors that are above market rates."  The GAO specifically  
          pointed to a U.S. Treasury report that found an investor  
          apparently earning a 24% rate of return, which is significantly  
          above market rates.  In that case, the investor leveraged the  
          NMTC by using other public funds to increase the base for  
          claiming the credit.  The report found that the U.S. Treasury  
          does not currently have controls to limit the risk of  
          unnecessary duplication in government subsidies or above market  
          rates of return.  The report found that, "[w]ithout such  
          guidance and controls the impact of the NMTC program on  
          low-income communities could be diluted."  The GAO also found  
          that the data on equity remaining in low-income community  
          businesses after the seven-year credit period were unreliable  
          because, in part, reporting instructions are unclear.   
          Similarly, data on NMTC project failure rates were unavailable.

          Thus, the GAO recommended that the U.S. Treasury issue further  
          guidance on how other government programs can be combined with  
          NMTCs.  The GAO also recommended the implementation of adequate  
          controls to limit the risks of unnecessary duplication and  
          above-market rates of return.  Finally, the GAO also recommended  
          the collection of more complete and accurate data on, among  
          other things, the equity remaining in businesses after seven  
          years, along with loan performance.        

          This bill was substantially amended in the Senate and the  
          Assembly-approved provisions of this bill were deleted.  This  
          bill, as amended in the Senate is inconsistent with Assembly  
          actions.  


           Analysis Prepared by  :    M. David Ruff / REV. & TAX. / (916)  
          319-2098 










                                                                  AB 1399
                                                                  Page M

                                                               FN: 0005448