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California Legislature · 2017-2018 Regular Session

AB 778

Enrolled

Community development investment tax credits

Author: Anna Caballero (D-AD30)
Show 4 co-authors
Ken Cooley (D-AD08) Monique Limón (D-AD37) Tony Mendoza (D-SD32) Sebastian Ridley-Thomas (D-AD54)
Latest action: Enrolled (Sep 13, 2017) Current location: Desk
View on leginfo
Also in: 2025-2026 (Introduced) · 2023-2024 (Introduced) · 2021-2022 (Chaptered) · 2019-2020 (Introduced)

Version history

4 versions — latest: Enrolled (Sep 13, 2017)

Action history

  1. Feb 15, 2017 Read first time. To print. Assembly
  2. Feb 16, 2017 From printer. May be heard in committee March 18. Assembly
  3. Mar 2, 2017 Referred to Coms. on INS. and REV. & TAX. Assembly
  4. Apr 19, 2017 From committee: Do pass and re-refer to Com. on REV. & TAX. (Ayes 13. Noes 0.) (April 19). Re-referred to Com. on REV. & TAX. Assembly
  5. May 1, 2017 From committee: Amend, and do pass as amended and re-refer to Com. on APPR. (Ayes 9. Noes 1.) (April 24). Assembly
  6. May 2, 2017 Read second time and amended. Assembly
  7. May 3, 2017 Re-referred to Com. on APPR. Assembly
  8. May 17, 2017 In committee: Set, first hearing. Referred to APPR. suspense file. Assembly
  9. May 26, 2017 Read second time. Ordered to third reading. Assembly
  10. May 26, 2017 From committee: Do pass. (Ayes 17. Noes 0.) (May 26). Assembly
  11. May 31, 2017 Read third time. Passed. Ordered to the Senate. (Ayes 76. Noes 0. Page 1896.) Assembly
  12. Jun 1, 2017 In Senate. Read first time. To Com. on RLS. for assignment. Senate
  13. Jun 14, 2017 Referred to Com. on GOV. & F. Senate
  14. Jun 29, 2017 From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on GOV. & F. Senate
  15. Jul 5, 2017 From committee: Do pass and re-refer to Com. on APPR. (Ayes 7. Noes 0.) (July 5). Re-referred to Com. on APPR. Senate
  16. Jul 17, 2017 In committee: Referred to APPR. suspense file. Senate
  17. Sep 1, 2017 From committee: Do pass. (Ayes 7. Noes 0.) (September 1). Senate
  18. Sep 5, 2017 Read second time. Ordered to third reading. Senate
  19. Sep 6, 2017 Read third time. Passed. Ordered to the Assembly. (Ayes 40. Noes 0. Page 2515.). Senate
  20. Sep 6, 2017 In Assembly. Concurrence in Senate amendments pending. May be considered on or after September 8 pursuant to Assembly Rule 77. Assembly
  21. Sep 11, 2017 Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 77. Noes 0. Page 3108.). Assembly
  22. Sep 19, 2017 Enrolled and presented to the Governor at 3 p.m. Governor
  23. Oct 6, 2017 Vetoed by Governor. Assembly
  24. Jan 3, 2018 Consideration of Governor's veto pending. Assembly
  25. Jan 12, 2018 Stricken from file. Assembly

Votes recorded

3 votes
Sep 11, 2017 · Assembly Floor
AB 778 CABALLERO Concurrence in Senate Amendments
Tally
77 · 0 · 2
PASS
Democrat
52/0/1
Republican
24/0/1
Other
1/0/0
Aye (77)
Cecilia Aguiar-Curry (D-AD04) Joaquin Arambula (D-AD31) Marc Berman (D-AD24) Richard Bloom (D-AD50) Raul Bocanegra (D-AD39) Rob Bonta (D-AD18) Autumn Burke (D-AD62) Anna Caballero (D-AD30) Ian Charles Calderon (D-AD57) Sabrina Cervantes (D-AD60) Ed Chau (D-AD49) David Chiu (D-AD17) Kansen Chu (D-AD25) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Cristina Garcia (D-AD58) Matthew Dababneh (D-AD45) Tom Daly (D-AD69) Eduardo Garcia (D-AD56) Susan Talamantes Eggman (D-AD13) Jim Frazier (D-AD11) Laura Friedman (D-AD43) Mike Gipson (D-AD64) Todd Gloria (D-AD78) Adam Gray (D-AD21) Timothy Grayson (D-AD14) Chris Holden (D-AD41) Jacqui Irwin (D-AD44) Reginald Byron Jones-Sawyer (D-AD59) Ash Kalra (D-AD27) Marc Levine (D-AD10) Monique Limón (D-AD37) Evan Low (D-AD28) Mark Stone (D-AD29) Kevin McCarty (D-AD07) Jose Medina (D-AD61) Kevin Mullin (D-AD22) Al Muratsuchi (D-AD66) Adrin Nazarian (D-AD46) Patrick O'Donnell (D-AD70) Bill Quirk (D-AD20) Sharon Quirk-Silva (D-AD65) Eloise Gómez Reyes (D-AD47) Sebastian Ridley-Thomas (D-AD54) Freddie Rodriguez (D-AD52) Blanca Rubio (D-AD48) Rudy Salas (D-AD32) Miguel Santiago (D-AD53) Tony Thurmond (D-AD15) Philip Ting (D-AD19) Shirley Weber (D-AD79) Jim Wood (D-AD02) Dante Acosta (R-AD38) Catharine Baker (R-AD16) Franklin Bigelow (R-AD05) William Brough (R-AD73) Rocky Chávez (R-AD76) Phillip Chen (R-AD55) Steven Choi (R-AD68) Jordan Cunningham (R-AD35) Brian Dahle (R-AD01) Heath Flora (R-AD12) Vince Fong (R-AD34) James Gallagher (R-AD03) Matthew Harper (R-AD74) Kevin Kiley (R-AD06) Tom Lackey (R-AD36) Brian Maienschein (R-AD77) Devon Mathis (R-AD26) Chad Mayes (R-AD42) Melissa Melendez (R-AD67) Jim Patterson (R-AD23) Marc Steinorth (R-AD40) Travis Allen (R-AD72) Randy Voepel (R-AD71) Marie Waldron (R-AD75) Gonzalez Fletcher
Abstain / Other (2)
Anthony Rendon (D-AD63) Jay Obernolte (R-AD33)
Sep 6, 2017 · Senate Floor
Assembly 3rd Reading AB778 Caballero et al. By Mendoza
Tally
40 · 0 · 0
PASS
Democrat
27/0/0
Republican
13/0/0
Other
0/0/0
Aye (40)
Benjamin Allen (D-SD26) Toni Atkins (D-SD39) Jim Beall (D-SD15) Steven Bradford (D-SD35) Kevin De León (D-SD24) Bill Dodd (D-SD03) Cathleen Galgiani (D-SD05) Steven Glazer (D-SD07) Ed Hernandez (D-SD22) Robert Hertzberg (D-SD18) Jerry Hill (D-SD13) Ben Hueso (D-SD40) Hannah-Beth Jackson (D-SD19) Ricardo Lara (D-SD33) Connie Leyva (D-SD20) Mike McGuire (D-SD02) Tony Mendoza (D-SD32) Holly Mitchell (D-SD30) Bill Monning (D-SD17) Josh Newman (D-SD29) Richard Pan (D-SD06) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Nancy Skinner (D-SD09) Henry Stern (D-SD27) Bob Wieckowski (D-SD10) Scott Wiener (D-SD11) Joel Anderson (R-SD38) Patricia Bates (R-SD36) Tom Berryhill (R-SD08) Anthony Cannella (R-SD12) Jean Fuller (R-SD16) Ted Gaines (R-SD01) John Moorlach (R-SD37) Mike Morrell (R-SD23) Janet Nguyen (R-SD34) Jim Nielsen (R-SD04) Jeff Stone (R-SD28) Andy Vidak (R-SD14) Scott Wilk (R-SD21)
May 31, 2017 · Assembly Floor
AB 778 CABALLERO Assembly Third Reading
Tally
76 · 0 · 4
PASS
Democrat
53/0/1
Republican
22/0/3
Other
1/0/0
Aye (76)
Cecilia Aguiar-Curry (D-AD04) Joaquin Arambula (D-AD31) Marc Berman (D-AD24) Richard Bloom (D-AD50) Raul Bocanegra (D-AD39) Rob Bonta (D-AD18) Autumn Burke (D-AD62) Anna Caballero (D-AD30) Ian Charles Calderon (D-AD57) Sabrina Cervantes (D-AD60) Ed Chau (D-AD49) David Chiu (D-AD17) Kansen Chu (D-AD25) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Cristina Garcia (D-AD58) Matthew Dababneh (D-AD45) Tom Daly (D-AD69) Eduardo Garcia (D-AD56) Jim Frazier (D-AD11) Laura Friedman (D-AD43) Mike Gipson (D-AD64) Todd Gloria (D-AD78) Jimmy Gomez (D-AD51) Adam Gray (D-AD21) Timothy Grayson (D-AD14) Chris Holden (D-AD41) Jacqui Irwin (D-AD44) Reginald Byron Jones-Sawyer (D-AD59) Ash Kalra (D-AD27) Marc Levine (D-AD10) Monique Limón (D-AD37) Evan Low (D-AD28) Mark Stone (D-AD29) Kevin McCarty (D-AD07) Jose Medina (D-AD61) Kevin Mullin (D-AD22) Al Muratsuchi (D-AD66) Adrin Nazarian (D-AD46) Patrick O'Donnell (D-AD70) Bill Quirk (D-AD20) Sharon Quirk-Silva (D-AD65) Anthony Rendon (D-AD63) Eloise Gómez Reyes (D-AD47) Sebastian Ridley-Thomas (D-AD54) Freddie Rodriguez (D-AD52) Blanca Rubio (D-AD48) Rudy Salas (D-AD32) Miguel Santiago (D-AD53) Tony Thurmond (D-AD15) Philip Ting (D-AD19) Shirley Weber (D-AD79) Jim Wood (D-AD02) Dante Acosta (R-AD38) Catharine Baker (R-AD16) Franklin Bigelow (R-AD05) William Brough (R-AD73) Rocky Chávez (R-AD76) Phillip Chen (R-AD55) Jordan Cunningham (R-AD35) Brian Dahle (R-AD01) Heath Flora (R-AD12) Vince Fong (R-AD34) James Gallagher (R-AD03) Matthew Harper (R-AD74) Kevin Kiley (R-AD06) Tom Lackey (R-AD36) Brian Maienschein (R-AD77) Devon Mathis (R-AD26) Chad Mayes (R-AD42) Jim Patterson (R-AD23) Marc Steinorth (R-AD40) Travis Allen (R-AD72) Randy Voepel (R-AD71) Marie Waldron (R-AD75) Gonzalez Fletcher
Abstain / Other (4)
Susan Talamantes Eggman (D-AD13) Steven Choi (R-AD68) Melissa Melendez (R-AD67) Jay Obernolte (R-AD33)

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention AB 778, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

Standalone search →
Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
04/01/2018–06/30/2018 Employer Report CALIFORNIA SMALL BUSINESS ASSOCIATION/CALIFORNIA SMALL BUSINESS ROUNDTABLE — AB 61, AB 206, AB 442, AB 12, SB 77, AB 150, AB 657, AB 5, AB 1008, SB 524, AB 831, AB 1432, SB 640, AB 111, AB 1369, AB 778, SB 1715, AB 1230, AB 21, AB 445, SB 562, SB 989, SB 1140, AB 1186, AB 496, AB 1635 #2273190
04/01/2018–06/30/2018 Employer Report UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) AND AFFILIATED ENTITIES UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) AB 87, 206, 342, 399, 566, 601, 623, 778, 889, 1772, 1797, 1799, 1800, 1857, 1875, 1919, 1923, 2229, 2380, 2392, 2594, 2611, 2638, 2681, 2977, 2927, 3106, 3132, 3173; SB 251, 325, 353, 369, 425, 444, 562, 824, 897, 901, 917, 993, 1012, 1088, 1342 #2270977
01/01/2018–03/31/2018 Employer Report CALIFORNIA SMALL BUSINESS ASSOCIATION/CALIFORNIA SMALL BUSINESS ROUNDTABLE — AB 61, AB 206, AB 442, AB 12, SB 77, AB 150, AB 657, AB 5, AB 1008, SB 524, AB 831, AB 1432, SB 640, AB 111, AB 1369, AB 778, SB 1715, AB 1230, AB 21, AB 445, SB 562, SB 989, SB 1140, AB 1186, AB 496, AB 1635 #2241298
10/01/2017–12/31/2017 Employer Report CALIFORNIA SMALL BUSINESS ASSOCIATION/CALIFORNIA SMALL BUSINESS ROUNDTABLE — AB 61, AB 206, AB 442, AB 12, SB 77, AB 150, AB 657, AB 5, AB 1008, SB 524, AB 831, AB 1432, SB 640, AB 111, AB 1369, AB 778, SB 1715, AB 1230, AB 21, AB 445, SB 562, SB 989, SB 1140, AB 1186, AB 496, AB 1635 #2209777
10/01/2017–12/31/2017 Employer Report CAPITAL IMPACT PARTNERS — Department of Insurance, Department of Finance, Office of Governor Brown, California State Assembly and California Senate - AB 778 to extend the California Organized Investment Network (COIN) Community Development Financial Institutions (CDFI) Tax Credit Program #2208483
10/01/2017–12/31/2017 Employer Report SENTRY INSURANCE A MUTUAL COMPANY — AB 0044 AB 0063 AB 0206 AB 0570 AB 0778 AB 0970 AB 0996 AB 1027 AB 1028 AB 1056 AB 1077 AB 1295 AB 1373 AB 1422 AB 1696 AB 1697 AB 1698 AB 1699 SB 0145 SB 0189 SB 0251 SB 0425 SB 0430 SB 0569 SB 0617 SB 0788 SB 0802 #2199317
07/01/2017–09/30/2017 Employer Report AMERICAN INSURANCE ASSOCIATION — Discussions with Department of Insurance on community investments. Lobbied the Legislature regarding AB 44, SB 33, SB 347, AB 1209, AB 163, AB 814, SB 488, SB 788, AB 778, AB 849, SB 49, SB 189, AB 1008, SB 244, AB 1660, SB 632, AB 849, AB 1641, AB 425. Lobbied Governor's office on AB 849, SB 632, AB 1209 and AB 778. #2194459
07/01/2017–09/30/2017 Employer Report ASSOCIATION OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANIES — ABs 156, 265, 315, 778, 1048, 1398; SBs 17, 33, 133, 223, 244, 488 538, 562, 636, 788; CA Organized Investment Network (COIN) Tax Credits (AB 778); AB 72 implementation; SB 1052 regulations; Reinsurance regulations (Legislature, Governor's Office, Dept. of Managed Health Care, Dept. of Insurance) #2193550
07/01/2017–09/30/2017 Employer Report ASSOCIATION OF FINANCIAL DEVELOPMENT CORPORATIONS (FDCS), THE CALIFORNIA ASIAN PACIFIC CHAMBER OF COMMERCE AB 778; SB 551 #2194164
07/01/2017–09/30/2017 Employer Report CALIFORNIA SMALL BUSINESS ASSOCIATION/CALIFORNIA SMALL BUSINESS ROUNDTABLE — AB 61, AB 206, AB 442, AB 12, SB 77, AB 150, AB 657, AB 5, AB 1008, SB 524, AB 831, AB 1432, SB 640, AB 111, AB 1369, AB 778, SB 1715, AB 1230, AB 21, AB 445, SB 562, SB 989, SB 1140, AB 1186, AB 496, AB 1635 #2191061
07/01/2017–09/30/2017 Employer Report CAPITAL IMPACT PARTNERS — Department of Insurance, Department of Finance, Office of Governor Brown, California State Assembly and California Senate - AB 778 to extend the California Organized Investment Network (COIN) Community Development Financial Institutions (CDFI) Tax Credit Program #2188891
07/01/2017–09/30/2017 Employer Report CHUBB-NORTH AMERICA ACE GROUP-NORTH AMERICA AB 44, AB 206, AB 601, AB 778; SB 189, SB 488, SB 569 #2190075
07/01/2017–09/30/2017 Employer Report CSAA INSURANCE EXCHANGE AND AFFILIATES — AB 206, AB 566, AB 601, AB 778, AB 1679, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys and anti-steering regulations and data calls #2190374
07/01/2017–09/30/2017 Employer Report HARTFORD FINANCIAL SERVICES GROUP — AB 44, AB 206, AB 221, AB 566, AB 601, AB 778, AB 1056, SB 33, SB 189, SB 325, SB 488, SB 632, SB 569 #2192033
07/01/2017–09/30/2017 Employer Report Pacific Association of Domestic Insurance Companies Pacific Association of Domestic Insurance Companies AB 206, 566, 601, 778; SB 33, 325, 488, 569 - State Legislature and Administration. CA Dept of Insurance regarding labor rate surveys, anti-steering and issues affecting domestic insurance companies. #2190964
07/01/2017–09/30/2017 Employer Report Personal Insurance Federation of California Personal Insurance Federation of California AB: 5, 63, 87, 206, 211, 241, 342, 374, 399, 425, 566, 601, 623, 634, 669, 778, 814, 1027, 1103, 1160, 1209, 1297, 1398, 1450, 1584, 1614, 1631, 1660, 1679, 1696, 1699, 1715; SB: 33, 74, 145, 179, 244, 261, 325, 347, 369, 484, 488, 569, 788, 802; California Department of Insurance: Prop 103-Intervenor Reform, Multi-State Diversity Data Call, Homeowners-Nonrenewal Notices #2193655
07/01/2017–09/30/2017 Employer Report PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA DBA ASSOCIATION OF CALIFORNIA INSURANCE COMPANIES — CALIFORNIA STATE LEGISLATURE REGARDING: AB 6, AB 44, AB 63, AB 206, AB 342, AB 425, AB 570, AB 623, AB 634, AB 702, AB 778, AB 814, AB 1222, AB 1295, AB 1422, AB 1565, AB 1679, AB 1715, SB 33, SB 65, SB 189, SB 347, SB 488, SB 489, SB 562, SB 569, SB 617, SB 632, SB 788, SB 802. #2192473
07/01/2017–09/30/2017 Employer Report SELF-HELP ENTERPRISES — Legislature & Water Resources Control Board re: SB 5, SB 623, SB 210, AB 97, AB 778 #2188105
07/01/2017–09/30/2017 Employer Report SENTRY INSURANCE A MUTUAL COMPANY — AB 0044 AB 0063 AB 0206 AB 0570 AB 0778 AB 0970 AB 0996 AB 1027 AB 1028 AB 1056 AB 1077 AB 1295 AB 1373 AB 1422 AB 1696 AB 1697 AB 1698 AB 1699 SB 0145 SB 0189 SB 0251 SB 0425 SB 0430 SB 0569 SB 0617 SB 0788 SB 0802 #2193306
07/01/2017–09/30/2017 Employer Report STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY AB 5, 20, 34, 63, 206, 450, 569, 611, 623, 634, 778, 814, 858, 1008, 1209, 1398,1660, 1679, 1699; SB 17, 33, 63, 145, 179, 244, 261, 347, 488, 569, 788 #2193936
07/01/2017–09/30/2017 Employer Report WESTERN CENTER ON LAW & POVERTY, INC. — AB:5,9,10,17,21,34,42,43,60,62,71,72,73,74,75,85,90,97,120,156,160,164,167,180,204,205,210,214,222,225,227,236,273,291,323,340,344,345,346,391,412,415,435,447,470,480,503,557,563,569,571,572,607,620,625,651,663,678,686,727,749,778,784,796,818+ SB:2,3,6,10,16,17,31,35,54,97,133,138,152,164,166,167,171,185,190,218,219,223,232,237,239,241,244,250,277,278,282,298,310,316,360,377,380,469,491,540,557+ #2194088
04/01/2017–06/30/2017 Employer Report AMERICAN INSURANCE ASSOCIATION — Discussions with Department of Insurance on data calls marijuana legaliztion. Lobbied the Legislature regarding AB 44, SB 33, SB 347, AB 1209, AB 163, AB 814, SB 488, SB 788, AB 778, AB 849, SB 49, SB 189, AB 1008, SB 244, AB 1660, AB 425 #2177487
04/01/2017–06/30/2017 Employer Report ASSOCIATION OF CALIFORNIA LIFE & HEALTH INSURANCE COMPANIES — Implementation of SB 137 and AB 72; ABs 29, 265, 315, 538, 566, 595, 601, 778, 938, 1048, 1074, 11071110, 1316, 1373, 1398, 1534, 1548, 1584, 1601, 1696; SBs 17, 33, 172, 191, 199, 221, 223, 244, 325, 333, 374, 399, 425, 488, 538, 562, 571, 636, 788, CA Organized Investment Network (COIN) Tax Credits (AB 778) (Legislature, Dept. of Managed Health Care, Dept. of Insurance, Governor's Office) #2177405
04/01/2017–06/30/2017 Employer Report ASSOCIATION OF FINANCIAL DEVELOPMENT CORPORATIONS (FDCS), THE CALIFORNIA ASIAN PACIFIC CHAMBER OF COMMERCE AB 121, 778, 1230 #2176737
04/01/2017–06/30/2017 Employer Report CALIFORNIA SMALL BUSINESS ASSOCIATION/CALIFORNIA SMALL BUSINESS ROUNDTABLE — AB 61, AB 206, AB 442, AB 12, SB 77, AB 150, AB 657, AB 5, AB 1008, SB 524, AB 831, AB 1432, SB 640, AB 111, AB 1369, AB 778, SB 1715, AB 1230, AB 21, AB 445, SB 562, SB 989, SB 1140, AB 1186, AB 496, AB 1635 #2176147
04/01/2017–06/30/2017 Employer Report CAPITAL IMPACT PARTNERS — Department of Insurance, Department of Finance, Office of Governor Brown, California State Assembly and California Senate - AB 778 to extend the California Organized Investment Network (COIN) Community Development Financial Institutions (CDFI) Tax Credit Program #2166723
04/01/2017–06/30/2017 Employer Report CERES, INC. — Legislature and/or Governor?s Office: AB 378, AB 566. AB 601, AB 778, AB 1000, AB 1667, AB 1668, AB 1669, SB 100, SB 252, SB 488, Cap & Trade Program, and California Department of Insurance Data Calls and Surveys Authority. #2177429
04/01/2017–06/30/2017 Employer Report CHUBB-NORTH AMERICA ACE GROUP-NORTH AMERICA AB 44, AB 206, AB 601, AB 778; SB 189, SB 488, SB 569 #2172617
04/01/2017–06/30/2017 Employer Report CSAA INSURANCE EXCHANGE AND AFFILIATES — AB 206, AB 566, AB 601, AB 778, AB 1679, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys and anti-steering regulations and data calls #2173493
04/01/2017–06/30/2017 Employer Report HARTFORD FINANCIAL SERVICES GROUP — AB 44, AB 206, AB 221, AB 566, AB 601, AB 778, AB 1056, SB 33, SB 189, SB 325, SB 488, SB 632, SB 569 #2173225
04/01/2017–06/30/2017 Employer Report Pacific Association of Domestic Insurance Companies Pacific Association of Domestic Insurance Companies AB 206, 566, 601, 778; SB 33, 325, 488, 569. CA Dept of Insurance regarding labor rate surveys, anti-steering, issues affecting domestic insurance companies. #2173152
04/01/2017–06/30/2017 Employer Report PERSONAL INSURANCE FEDERATION OF CALIFORNIA PERSONAL INSURANCE FEDERATION OF CALIFORNIA AB 5, 63, 87, 206, 211, 241, 342, 374, 399, 425, 566, 601, 623, 669, 778, 814, 1027, 1103, 1160, 1209, 1297, 1398, 1450, 1584, 1614, 1631, 1660, 1679, 1696, 1699, 1715; SB 33, 74, 145, 179, 261, 325, 347, 369, 484, 488, 569, 788, 802; CALIFORNIA DEPARTMENT OF INSURANCE RE: PROP 103 - INTERVENOR REFORM, MULTI-STATE DIVERSITY DATA CALL #2173650
04/01/2017–06/30/2017 Employer Report SELF-HELP ENTERPRISES — Legislature & Water Resources Control Board re: SB 5, SB 623, SB 210, AB 97, AB 778 #2177329
04/01/2017–06/30/2017 Employer Report TRANSPORTATION AGENCY FOR MONTEREY COUNTY (TAMC) — AB 1, AB17, AB 18,AB 28, AB65, AB278, AB351, AB 496, AB 577, AB 694, AB 696, AB 778, AB 863, AB1063, AB 1103, AB 1113, AB1180, AB 1218, AB 1223, AB 1233, AB 1282, AB 1363, AB 1395, AB1421, AB 1436, AB 1630, AB 1640, ACA 4, ACA 5, SB 1, SB2, SB 3, SB 4, SB5, SB132, SB 150, SB 158, SB 224, SB 231, SB 389, SB 477, SB 496, SB 589, SB 595, SB 760, SB 768, SB 771, SB 775, SCA 2, SCA 6 #2166596
01/01/2017–03/31/2017 Employer Report CALIFORNIA SMALL BUSINESS ASSOCIATION/CALIFORNIA SMALL BUSINESS ROUNDTABLE — AB 61, AB 206, AB 442, AB 12, SB 77, AB 150, AB 657, AB 5, AB 1008, SB 524, AB 831, AB 1432, SB 640, AB 111, AB 1369, AB 778, SB 1715, AB 1230, AB 21, AB 445, SB 562, SB 989, SB 1140, AB 1186, AB 496, AB 1635 #2156599
01/01/2017–03/31/2017 Employer Report CAPITAL IMPACT PARTNERS — Department of Insurance, Department of Finance, Office of Governor Brown, California State Assembly and California Senate - AB 778 to extend the California Organized Investment Network (COIN) Community Development Financial Institutions (CDFI) Tax Credit Program #2154257
01/01/2017–03/31/2017 Employer Report CHUBB-NORTH AMERICA ACE GROUP-NORTH AMERICA AB 44, AB 206, AB 601, AB 778; SB 189, SB 488, SB 569 #2154843
01/01/2017–03/31/2017 Employer Report CSAA INSURANCE EXCHANGE AND AFFILIATES — AB 206, AB 566, AB 601, AB 778, AB 1679, SB 33, SB 325, SB 488, SB 569, the Department of Insurance regarding labor rate surveys and anti-steering regulations and data calls. #2152989
01/01/2017–03/31/2017 Employer Report HARTFORD FINANCIAL SERVICES GROUP — AB 44, AB 206, AB 221, AB 566, AB 601, AB 778, AB 1056, SB 33, SB 189, SB 325, SB 488, SB 569 #2154348
01/01/2017–03/31/2017 Employer Report LIBERTY MUTUAL INSURANCE — California Legislature; Department of Insurance: AB 44, 63, 87, 206, 221, 374, 566, 601, 778, 1027, 1295, 1679; SB 33, 189, 325, 488, 569 #2156992
01/01/2017–03/31/2017 Employer Report Pacific Association of Domestic Insurance Companies Pacific Association of Domestic Insurance Companies AB 206, 566, 601, 778; SB 33, 325, 488, 569. CA Dept of Insurance regarding labor rate surveys, anti-steering, issues affecting domestic insurance companies. #2155004
01/01/2017–03/31/2017 Employer Report PERSONAL INSURANCE FEDERATION OF CALIFORNIA PERSONAL INSURANCE FEDERATION OF CALIFORNIA AB 5, 63, 87, 206, 211, 241, 374, 399, 425, 566, 601, 623, 778, 814, 1027, 1297, 1398, 1450, 1584, 1614, 1626, 1631, 1660, 1679, 1696, 1699, 1715; SB 33, 74, 145, 261, 325, 347, 369, 484, 488, 569; CALIFORNIA DEPARTMENT OF INSURANCE RE: LABOR RATES AND STEERING, PROP. 103 RE: INVENTOR REFORM, JUSTIFIED COMPLAINTS, MULTI STATE DIVERSITY DATA CALL #2154404
01/01/2017–03/31/2017 Employer Report STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY AB 63, 206, 778, 889, 1679, 1769; SB 33, 247, 325, 347, 488; AMENDMENTS TO AUTONOMOUS VEHICLE REGISTRATION - LEGISLATURE AND DEPARTMENT OF MOTOR VEHICLES; AUTO RATE FILING AND AUTO CLASS PLAN FILING - LEGISLATURE AND DEPARTMENT OF INSURANCE #2156463
01/01/2017–03/31/2017 Employer Report TRANSPORTATION AGENCY FOR MONTEREY COUNTY (TAMC) — AB 1, AB 17, AB 18, AB 28, AB 65, AB 278, AB 351,SB 496, AB 577, AB 694, AB 696, AB 778 AB,863, AB 1103, AB 1063, AB 1113, AB 1218, AB 1223, AB 1233, AB 1282, AB 1363, AB 1395, AB 1418, AB 1421, AB 1436, AB 1441, AB 1519, AB 1523, AB1630, AB1640, AB1652 SB1, SB2, SB3, SB4, SB5,SB150, SB158, SB224, SB 389, SB 423, SB 594,SB 595, SB 711, SB 732, SB760, SB768, SB 771,SCA 2, SCA 6 #2149675
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
07/01/2017–09/30/2017 Firm Activity (payments) ASSOCIATION OF FINANCIAL DEVELOPMENT CORPORATIONS (FDCS), THE GOVERNMENT STRATEGIES, INC. $7,500 $0 $7,500 $22,500 AB 778; SB 551 #2194152
07/01/2017–09/30/2017 Firm Activity (payments) CALIFORNIA APARTMENT ASSOCIATION DUNN CONSULTING $17,000 $0 $17,000 $51,000 AB 45, AB 71, AB 73, AB 346, AB 352, AB 678, AB 778, AB 943, AB 1397, AB 1505, AB 1515, SB 2, SB 3, SB 62, SB 229, SB 277, SB 564; GOVERNOR'S OFFICE RE: BUDGET AND TRANSPORTATION ISSUES #2192790
07/01/2017–09/30/2017 Firm Activity (payments) Capital Impact Partners HOUSING ADVOCATES $6,825 $0 $6,825 $20,015 AB 778; Department of Insurance: CDFI Tax Credit and COIN Program; Office of Governor Brown: CDFI Tax Credit and COIN Program. #2188067
07/01/2017–09/30/2017 Firm Activity (payments) CSAA INSURANCE EXCHANGE AND AFFILIATES McHUGH, KOEPKE & ASSOCIATES $12,000 $0 $12,000 $40,000 AB 206, AB 566, AB 601, AB 778, AB 1679, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys and anti-steering regulations and data calls #2191332
07/01/2017–09/30/2017 Firm Activity (payments) HARTFORD FINANCIAL SERVICES GROUP McHUGH, KOEPKE & ASSOCIATES $28,875 $0 $28,875 $86,625 AB 44, AB 206, AB 221, AB 566, AB 601, AB 778, AB 1056, SB 33, SB 189, SB 325, SB 488, SB 632, SB 569 #2191332
07/01/2017–09/30/2017 Firm Activity (payments) PACIFIC ASSOCIATION OF DOMESTIC INSURANCE COMPANIES McHUGH, KOEPKE & ASSOCIATES $15,875 $0 $15,875 $47,804 AB 206, AB 566, AB 601, AB 778, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys, anti-steering and issues affecting domestic insurance companies #2191332
07/01/2017–09/30/2017 Firm Activity (payments) Self-Help Enterprises HOUSING ADVOCATES $6,000 $0 $6,000 $18,000 Legislature and State Water Resources Control Board re: SB 5, SB 210, SB 623, AB 97, AB 778 #2188067
04/01/2017–06/30/2017 Firm Activity (payments) ASSOCIATION OF FINANCIAL DEVELOPMENT CORPORATIONS (FDCS), THE GOVERNMENT STRATEGIES, INC. $7,500 $0 $7,500 $15,000 AB 121, 778, 1230 #2176735
04/01/2017–06/30/2017 Firm Activity (payments) CALIFORNIA APARTMENT ASSOCIATION DUNN CONSULTING $17,000 $0 $17,000 $34,000 AB 45, AB 71, AB 73, AB 346, AB 352, AB 678, AB 778, AB 943, AB 1397, AB 1505, AB 1515, SB 2, SB 3, SB 62, SB 229, SB 277, SB 564; GOVERNOR'S OFFICE RE: BUDGET AND TRANSPORTATION ISSUES #2174777
04/01/2017–06/30/2017 Firm Activity (payments) Capital Impact Partners HOUSING ADVOCATES $6,825 $0 $6,825 $13,190 AB 778; Department of Insurance: CDFI Tax Credit and COIN Program; Department of Finance: CDFI Tax Credit and COIN Program; Office of Governor Brown: CDFI Tax Credit and COIN Program #2177344
04/01/2017–06/30/2017 Firm Activity (payments) CERES, INC. ECOCONSULT $1,320 $481 $1,801 $1,801 Legislature and/or Governor?s Office: AB378, AB566. AB601, AB778, AB1000, AB1667, AB1668, AB1669, SB100, SB252, SB488, Cap & Trade Program, and CA Dept of Insurance Data Calls and Surveys Authority. #2182776
04/01/2017–06/30/2017 Firm Activity (payments) CSAA INSURANCE EXCHANGE AND AFFILIATES McHUGH, KOEPKE & ASSOCIATES $16,000 $0 $16,000 $28,000 AB 206, AB 566, AB 601, AB 778, AB 1679, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys and anti-steering regulations and data calls #2175835
04/01/2017–06/30/2017 Firm Activity (payments) HARTFORD FINANCIAL SERVICES GROUP McHUGH, KOEPKE & ASSOCIATES $28,875 $0 $28,875 $57,750 AB 44, AB 206, AB 221, AB 566, AB 601, AB 778, AB 1056, SB 33, SB 189, SB 325, SB 488, SB 632, SB 569 #2175835
04/01/2017–06/30/2017 Firm Activity (payments) PACIFIC ASSOCIATION OF DOMESTIC INSURANCE COMPANIES McHUGH, KOEPKE & ASSOCIATES $10,583 $0 $10,583 $31,929 AB 206, AB 566, AB 601, AB 778, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys, anti-steering and issues affecting domestic insurance companies #2175835
04/01/2017–06/30/2017 Firm Activity (payments) Self-Help Enterprises HOUSING ADVOCATES $6,000 $0 $6,000 $12,000 Legislature and State Water Resources Control Board re: SB 5, SB 210, SB 623, AB 97, AB 778 #2177344
01/01/2017–03/31/2017 Firm Activity (payments) CALIFORNIA APARTMENT ASSOCIATION DUNN CONSULTING $17,000 $0 $17,000 $17,000 AB 45, AB 71, AB 73, AB 346, AB 352, AB 423, AB 678, AB 778, AB 943, AB 982, AB 1397, AB 1505, AB 1506, SB 2, SB 3, SB 277, SB 564; GOVERNOR'S OFFICE RE: BUDGET AND TRANSPORTATION ISSUES #2156750
01/01/2017–03/31/2017 Firm Activity (payments) Capital Impact Partners HOUSING ADVOCATES $6,365 $0 $6,365 $6,365 AB 778; Department of Insurance: CDFI Tax Credit and COIN Program; Department of Finance: CDFI Tax Credit and COIN Program; Office of Governor Brown: CDFI Tax Credit and COIN Program #2157837
01/01/2017–03/31/2017 Firm Activity (payments) CSAA INSURANCE EXCHANGE AND AFFILIATES McHUGH, KOEPKE & ASSOCIATES $12,000 $0 $12,000 $12,000 AB 206, AB 566, AB 601, AB 778, AB 1679, SB 33, SB 325, SB 488, SB 569, the Department of Insurance regarding labor rate surveys and anti-steering regulations and data calls #2157732
01/01/2017–03/31/2017 Firm Activity (payments) HARTFORD FINANCIAL SERVICES GROUP McHUGH, KOEPKE & ASSOCIATES $28,875 $0 $28,875 $28,875 AB 44, AB 206, AB 221, AB 566, AB 601, AB 778, AB 1056, SB 33, SB 189, SB 325, SB 488, SB 569 #2157732
01/01/2017–03/31/2017 Firm Activity (payments) PACIFIC ASSOCIATION OF DOMESTIC INSURANCE COMPANIES McHUGH, KOEPKE & ASSOCIATES $21,167 $180 $21,346 $21,346 AB 206, AB 566, AB 601, AB 778, SB 33, SB 325, SB 488, SB 569 The Department of Insurance regarding labor rate surveys, anti-steering and issues affecting domestic insurance companies. #2157732