BILL ANALYSIS                                                                                                                                                                                                    �




                                                                  SB 761
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          Date of Hearing:  June 25, 2014

                     ASSEMBLY COMMITTEE ON REVENUE AND TAXATION
                                Raul Bocanegra, Chair

                   SB 761 (DeSaulnier) - As Amended:  June 10, 2014

          Majority vote.  Fiscal committee.  

           SENATE VOTE  :  30-1
           
          SUBJECT  :  Personal Income Tax Law:  voluntary contributions:   
          School Supplies for Homeless Children Fund

           SUMMARY  :  Modifies, in several respects, the statutory  
          provisions governing the allocation of moneys from the School  
          Supplies for Homeless Children Fund (Fund).  Specifically,  this  
          bill  :   

          1)Transfers administrative responsibility for the Fund from the  
            State Department of Education (CDE) to the State Department of  
            Social Services (CDSS).  

          2)Provides that all money transferred to the Fund, upon  
            appropriation by the Legislature, shall first be allocated to  
            the Franchise Tax Board (FTB) and the State Controller for  
            reimbursement of all costs incurred by the FTB, the State  
            Controller, and the CDSS in connection with their duties  
            administering the Fund. 

          3)Provides that Fund moneys shall thereafter be allocated to the  
            CDSS for distribution to a nonprofit organization exempt from  
            federal income tax under Internal Revenue Code Section  
            501(c)(3) for the sole purpose of assisting California pupils  
            under the federal McKinney-Vento Homeless Assistance Act by  
            providing school supplies and health-related products to  
            partnering local education agencies for distribution to  
            homeless children, as defined.  

          4)Requires the nonprofit organization to provide a minimum 100%  
            match for all funds received from the Fund.  

          5)Requires the CDSS to enter into a subvention services  











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            agreement<1> with the nonprofit organization.  

          6)Provides that the CDSS' first designation of a nonprofit  
            organization shall be valid until January 1, 2017.  On that  
            date, and every three calendar years thereafter, the CDSS  
            shall designate the same or a different nonprofit  
            organization.  

          7)Authorizes the CDSS to revoke the designation should the  
            nonprofit organization fail to comply with this bill's  
            provisions.  If a designation is revoked, the CDSS shall  
            designate a new nonprofit organization within three calendar  
            months.  

          8)Provides that funds shall be distributed by the CDSS only  
            after evidence is presented to the CDSS demonstrating that the  
            local education agencies or domestic violence shelters have  
            received the materials.  

          9)Provides that Fund moneys shall be used to reimburse all costs  
            the CDSS incurs in verifying that the designated nonprofit  
            organization procured school supplies and health-related  
            products and provided matching funds or in-kind materials, as  
            specified.  

          10)Provides that funds distributed to the nonprofit organization  
            shall only be used for costs incurred to procure, assemble,  
            and ship school supplies and health-related products.  

          11)Provides that funds shall not be used:

             a)   For administrative purposes;

             b)   To reimburse costs associated with administering grants  
               of school supplies and health-related products to local  
               education agencies or domestic violence shelters; or, 

             c)   For any purpose relating to the operation of the  
               nonprofit organization.  

          12)Authorizes the nonprofit organization to provide school  
            supplies and health-related products to children living in  
            domestic violence shelters.  


          ---------------------------
          <1> Committee staff is informed that this is the term used by  
          the CDSS to describe a contract.  








                                                                  SB 761
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           EXISTING LAW  :

          1)Allows taxpayers to contribute to one or more of 20 voluntary  
            contribution funds (VCFs) on the 2013 personal income tax  
            (PIT) return.

          2)Authorizes the Fund as a VCF on the PIT return.  

          3)Provides that all money transferred to the Fund, upon  
            appropriation by the Legislature, shall be allocated to the:

             a)   FTB, the State Controller, and the CDE for reimbursement  
               of all costs incurred in administering the VCF; and, 

             b)   CDE for the sole purpose of assisting pupils in  
               California under the federal McKinney-Vento Homeless  
               Assistance Act by providing school supplies and  
               health-related products to homeless children through a  
               competitive grant program developed and awarded by the  
               Superintendent of Public Instruction (Superintendent).  

          4)Requires the Superintendent to develop the competitive grant  
            program, including application forms and deadlines, while  
            considering the most effective, efficient, and widest  
            distribution of school supplies and health-related products to  
            homeless children.  

           FISCAL EFFECT  :  Unknown.  The FTB has not provided a revenue  
          estimate for this bill.  

           COMMENTS  :   

          1)The author has provided the following statement in support of  
            this bill:

               SB 761 relocates the School Supplies for Homeless Children  
               Fund from the California Department of Education to the  
               Department of Social Services to avoid their costly budget  
               process, and allow a timely and efficient distribution  
               process that will ensure all awarded funds go directly to  
               the benefit of homeless children.  

               SB 761 allocates funding from the Department of Social  
               Services to a qualified nonprofit organization that will  









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               distribute materials to homeless children in California  
               through partnering learning education agencies.  The  
               nonprofit must spend all funds on supplies, assembly of  
               materials, and shipping, in addition to providing a 100%  
               in-kind match.  

          2)This bill is sponsored by K to College, which notes the  
            following:

               K to College is a nonprofit public benefit corporation that  
               operates the largest chartable school and dental supply  
               program in California.  Our mission is to ensure that every  
               child attends school with the basic materials they need to  
               achieve.  From 2010-2013, we have donated $14,500,000 of  
               materials to more than 230,000 low-income children  
               throughout California.  Our organization's success stems  
               from our innovative business model, centered on market  
               power for the public benefit and collaboration at every  
               step of our process, resulting in an ability to provide a  
               grade-appropriate school supply kit at approximately  
               one-third of the regular cost.  

               We are excited by the prospect of contributing towards this  
               effort to provide our state's most vulnerable school  
               children with the materials for success and offer our  
               assistance towards this goal whenever possible.  

          3)Proponents of this bill note the following:

               We are particularly pleased the language is being amended  
               to enable distributions to children living in domestic  
               violence shelters.  Every day, thousands of children are  
               living in domestic violence shelters in California.  In  
               just one day in 2013, 1,734 children were living in a  
               domestic violence shelter or transitional housing unit.   
               These children are included as homeless under the  
               McKinney-Vento definition, but it is often challenging for  
               school district homeless liaisons to identify them because  
               shelters are obligated to maintain the confidentiality of  
               all shelter residents.  

               We know that providing basic materials to these children  
               and youth will provide a tremendous boost to their  
               confidence and sense of belonging in school.  Providing  
               these materials will also be greatly appreciated by  









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               domestic violence shelter staff, who work hard each year to  
               try to provide basic materials to child victims of domestic  
               violence residing in their shelters.  

          4)Committee Staff Comments

              a)   California's homeless children  :  According to the  
               author, California has the nation's largest population of  
               homeless children.  As of 2012, more than 250,000 children  
               and youth were identified as homeless under the federal  
               definition.  Additionally, thousands more children and  
               youth living in domestic violence shelters meet the federal  
               definition of homelessness, but are not identified for  
               safety reasons.  
                
                In addition to the many other challenges they face,  
               homeless children often lack basic school supplies such as  
               backpacks, binders, and pens and pencils.  These children  
               also often lack basic toiletries and supplies essential to  
               good oral health.   
                
              b)   The Fund  :  The Fund was originally authorized by SB 1571  
               (DeSaulnier), Chapter 459, Statutes of 2012, to help  
               provide essential school supplies to homeless children.  To  
               date, the Fund has established a successful record of  
               generating taxpayer contributions.  In 2013, the Fund  
               received $367,868 in valid contributions, and the Fund has  
               already received $276,891 in contributions this year.  
                
                As currently structured, Fund moneys are to be allocated to  
               the CDE for the sole purpose of assisting California pupils  
               by providing school supplies and health-related products to  
               homeless children through a competitive grant program.   
               Specifically, current law instructs the Superintendent to  
               develop this grant program while considering the most  
               effective and efficient distribution of supplies and  
               products.  

               According to the author, however, the Fund's current  
               statutory provisions require the CDE to follow a two-year  
               budget process that will cost $150,000 for first-year  
               administrative costs and several tens of thousands of  
               dollars more in each subsequent year.  The author also  
               notes that, as currently structured, the Fund is not  
               expected to provide any material assistance to homeless  









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               children for an extended period of time.  

               The author argues that this bill simplifies the Fund  
               allocation process by avoiding the CDE's budget process and  
               moving the Fund to the CDSS.  The author contends this will  
               allow a timely and efficient distribution process that will  
               ensure that funds go directly to the benefit of homeless  
               children.   
                
              c)   What would this bill do  ?  As noted above, this bill  
               would transfer administrative responsibility for the Fund  
               from the CDE to the CDSS.  The CDSS, in turn, would  
               distribute Fund moneys to a nonprofit organization (likely  
               "K to College", which is sponsoring this bill).  The  
               designated nonprofit would then use these funds to provide  
               school supplies and health-related products to partnering  
               "local education agencies" for distribution to homeless  
               children.  The designated nonprofit organization would also  
               be required to provide a minimum 100% match for all funds  
               received from the Fund.         
              
              d)   Trust, but verify  :  The Legislature has different models  
               to choose from when designing the administration of a new  
               VCF.  In some cases, moneys are distributed directly to a  
               private organization with a well-documented history of  
               advancing the VCF's purposes.  In other cases, state  
               agencies establish competitive grant programs to direct  
               fund moneys to several entities supporting the VCF's  
               underlying cause.   
              
              e)   K to College  :  K to College notes that it is a  
               nonprofit, public benefit corporation that operates the  
               largest charitable school and dental supply program in  
               California.  K to College's mission is to ensure that every  
               child attends school with the basic materials required to  
               succeed.  K to College's business model begins with raising  
               funds from government agencies, corporations, foundations,  
               and individuals.  By purchasing bulk materials factory  
               direct, K to College is then able to drive down costs.   
               Pursuant to legislation K to College successfully  
               sponsored, inmates within the California prison system are  
               engaged, as part of their rehabilitation, to assemble  
               purchased supplies into kits.  Finally, K to College  
               partners directly with school districts to ensure that  
               materials reach students in need.  To this end, each  









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               district is required to verify its distribution process in  
               writing.  

              f)   Reimbursements and technicalities  :  This bill provides  
               that all money transferred to the Fund, upon appropriation  
               by the Legislature, shall first be allocated to the FTB and  
               the State Controller for reimbursement of all costs  
               incurred by the FTB, the State Controller, and the CDSS in  
               connection with their duties administering the Fund.  It is  
               not clear to Committee staff how reimbursing the FTB and  
               the State Controller would cover the CDSS' administrative  
               costs.  The author may wish to take amendments clarifying  
               this issue.   
                
              g)   Suggested technical amendment  :  On page 2, in line 25,  
               strike "a" and insert "the".      
              
          REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          K to College (Sponsor)
          California Partnership to End Domestic Violence
           
            Opposition 
           
          None on file

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