1-1 By: Carona S.B. No. 1485 1-2 (In the Senate - Filed March 9, 2001; March 13, 2001, read 1-3 first time and referred to Committee on Business and Commerce; 1-4 April 26, 2001, reported adversely, with favorable Committee 1-5 Substitute by the following vote: Yeas 4, Nays 0; April 26, 2001, 1-6 sent to printer.) 1-7 COMMITTEE SUBSTITUTE FOR S.B. No. 1485 By: Carona 1-8 A BILL TO BE ENTITLED 1-9 AN ACT 1-10 relating to state financing of the development and production of 1-11 Texas biotechnological and biomedical products and small 1-12 businesses; providing for the issuance of bonds. 1-13 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: 1-14 SECTION 1. Chapter 403, Government Code, is amended by 1-15 adding Subchapter P to read as follows: 1-16 SUBCHAPTER P. PRODUCT DEVELOPMENT AND SMALL BUSINESS INCUBATORS 1-17 Sec. 403.401. DEFINITIONS. In this subchapter: 1-18 (1) "Board" means the Product Development and Small 1-19 Business Incubator Board. 1-20 (2) "Comptroller" includes the designee of the 1-21 comptroller. 1-22 (3) "Financing" means a loan, loan guarantee, or 1-23 equity investment from the product fund to a person for use in the 1-24 development and production of a product in this state, or a grant, 1-25 loan, or loan guarantee from the small business fund to a person 1-26 for use in the development of a small business in this state. 1-27 (4) "Office" means the office of the comptroller. 1-28 (5) "Product" includes an invention, device, 1-29 technique, or process, without regard to whether a patent has been 1-30 or could be granted, that has advanced beyond the theoretical stage 1-31 and has or is readily capable of having a commercial application. 1-32 The term does not include pure research. 1-33 (6) "Product fund" means the Texas product development 1-34 fund. 1-35 (7) "Program" means the product development program or 1-36 the small business incubator program. 1-37 (8) "Small business fund" means the Texas small 1-38 business incubator fund. 1-39 Sec. 403.402. PRODUCT DEVELOPMENT AND SMALL BUSINESS 1-40 INCUBATOR BOARD. (a) The Product Development and Small Business 1-41 Incubator Board is created in the office. 1-42 (b) The board shall administer the programs, the product 1-43 fund, and the small business fund. 1-44 Sec. 403.403. MEMBERS OF THE BOARD; APPOINTMENT; TERMS OF 1-45 OFFICE. (a) The board consists of the comptroller and six persons 1-46 appointed by the governor. 1-47 (b) In appointing members of the board, the governor shall 1-48 appoint: 1-49 (1) two persons having significant business leadership 1-50 experience in technology, particularly experience with the transfer 1-51 of research results into commercial applications; 1-52 (2) two persons employed by institutions of higher 1-53 education of this state who have experience in technological 1-54 research and its commercial applications; and 1-55 (3) two persons experienced and knowledgeable in 1-56 structuring and providing financing for technological products or 1-57 businesses. 1-58 (c) Appointed members of the board serve two-year staggered 1-59 terms with the terms of three members expiring February 1 of each 1-60 odd-numbered year and the terms of three members expiring February 1-61 1 of each even-numbered year. 1-62 (d) The comptroller is the presiding officer of the board. 1-63 (e) The board shall appoint a secretary of the board whose 1-64 duties may be prescribed by law and by the board. 2-1 (f) Appointed members of the board serve without pay but are 2-2 entitled to reimbursement for their actual expenses incurred in 2-3 attending meetings of the board or in performing other work of the 2-4 board if that work is approved by the comptroller. 2-5 Sec. 403.404. REMOVAL OF BOARD MEMBER. (a) It is a ground 2-6 for removal from the board if an appointed member: 2-7 (1) cannot because of illness or disability discharge 2-8 the member's duties for a substantial part of the term for which 2-9 the member is appointed; or 2-10 (2) is absent from more than half of the regularly 2-11 scheduled board meetings that the member is eligible to attend 2-12 during a calendar year unless the absence is excused by majority 2-13 vote of the board. 2-14 (b) The validity of an action of the board is not affected 2-15 by the fact that the action was taken when a ground for removal of 2-16 a board member existed. 2-17 Sec. 403.405. TRAINING OF BOARD MEMBERS. (a) Before an 2-18 appointed member of the board may assume the member's duties, the 2-19 member must complete at least one course of the training program 2-20 established under this section. 2-21 (b) A training program established under this section shall 2-22 provide information to the member regarding: 2-23 (1) the enabling legislation that created the board; 2-24 (2) the programs operated by the board; 2-25 (3) the role and functions of the board; 2-26 (4) the rules of the board, with an emphasis on the 2-27 rules that relate to disciplinary and investigatory authority; 2-28 (5) the current budget for the board; 2-29 (6) the results of the most recent formal audit of the 2-30 board; 2-31 (7) the requirements of the: 2-32 (A) open meetings law, Chapter 551; 2-33 (B) open records law, Chapter 552; and 2-34 (C) administrative procedure law, Chapter 2001; 2-35 (8) the requirements of the conflict of interest laws 2-36 and other laws relating to public officials; and 2-37 (9) any applicable ethics policies adopted by the 2-38 board or the Texas Ethics Commission. 2-39 Sec. 403.406. MEETINGS. (a) The board shall hold regular 2-40 meetings in Austin and other meetings at places and times scheduled 2-41 by the board in formal sessions and called by the comptroller. 2-42 (b) The board shall develop and implement policies that 2-43 provide the public with a reasonable opportunity to appear before 2-44 the board and to speak on any issue under the jurisdiction of the 2-45 board. 2-46 (c) The board shall make minutes of all meetings available 2-47 in the board's office for public inspection. 2-48 Sec. 403.407. APPLICABILITY OF OPEN MEETINGS LAW AND 2-49 ADMINISTRATIVE PROCEDURE LAW. The board is subject to the open 2-50 meetings law, Chapter 551, and the administrative procedure law, 2-51 Chapter 2001. 2-52 Sec. 403.408. STAFF. (a) The employees of the comptroller 2-53 selected by the comptroller for that purpose serve as the staff of 2-54 the board. 2-55 (b) The comptroller shall select and supervise the staff of 2-56 the board and perform other duties delegated to the comptroller by 2-57 the board. 2-58 (c) The comptroller shall provide to members of the board 2-59 and to board staff, as often as necessary, information regarding 2-60 their qualifications for office or employment under this subchapter 2-61 and their responsibilities under applicable laws relating to 2-62 standards of conduct for state officers or employees. 2-63 (d) The board shall develop and implement policies that 2-64 clearly separate the policy-making responsibilities of the board 2-65 and the management responsibilities of the comptroller and the 2-66 office. 2-67 Sec. 403.409. PROGRAM AND FACILITY ACCESSIBILITY. (a) The 2-68 board shall comply with federal and state laws related to program 2-69 and facility accessibility. 3-1 (b) The board shall prepare and maintain a written plan that 3-2 describes how a person who does not speak English can be provided 3-3 reasonable access to the board's programs and services. 3-4 Sec. 403.410. POWERS OF THE BOARD; BONDS. (a) The board 3-5 has the powers necessary and reasonable to carry out this 3-6 subchapter and may adopt rules, policies, and procedures necessary 3-7 or reasonable to implement this subchapter. 3-8 (b) The board may issue general obligation bonds, up to the 3-9 amounts authorized and as provided by Section 71, Article XVI, 3-10 Texas Constitution, to fund the program. 3-11 (c) Not more than an amount equal to five percent of the 3-12 total amount of bonds issued may be used to pay administrative fees 3-13 involved in selling the bonds. 3-14 Sec. 403.411. TEXAS PRODUCT DEVELOPMENT FUND. (a) The 3-15 Texas product development fund is a revolving fund in the state 3-16 treasury. 3-17 (b) The product fund is composed of proceeds of bonds issued 3-18 under this subchapter, financing application fees, loan repayments, 3-19 guarantee fees, royalty receipts, dividend income, money 3-20 appropriated by the legislature for authorized purposes of the 3-21 product fund, amounts received by the state from loans, loan 3-22 guarantees, and equity investments made under this subchapter, 3-23 amounts received by the state from federal grants or other sources, 3-24 and any other amounts received under this subchapter and required 3-25 by resolution of the board to be deposited in the product fund. 3-26 The product fund contains a program account, an interest and 3-27 sinking account, and other accounts that the board authorizes to be 3-28 created and maintained. Money in the product fund is available for 3-29 use by the board under this subchapter. Notwithstanding any other 3-30 provision of this subchapter, any money in the product fund may be 3-31 used for debt service. 3-32 (c) Money in the program account of the product fund, minus 3-33 the costs of issuance of bonds under this subchapter and necessary 3-34 costs of administering the product fund, may be used only to 3-35 provide financing to aid in the development and production, 3-36 including the commercialization, of new or improved products in 3-37 this state. The board shall provide financing from the product 3-38 fund on the terms and conditions that the board determines to be 3-39 reasonable, appropriate, and consistent with the purposes and 3-40 objectives of the product fund and this subchapter, for the purpose 3-41 of aiding in the development and production of new or improved 3-42 products in this state. 3-43 Sec. 403.412. SMALL BUSINESS INCUBATOR FUND. (a) The Texas 3-44 small business incubator fund is a revolving fund in the state 3-45 treasury. 3-46 (b) The small business fund is composed of proceeds of bonds 3-47 issued under this subchapter, financing application fees, loan 3-48 repayments, guarantee fees, royalty receipts, dividend income, 3-49 money appropriated by the legislature for authorized purposes of 3-50 the small business fund, amounts received by the state from loans, 3-51 loan guarantees, and equity investments made under this subchapter, 3-52 amounts received by the state from federal grants or other sources, 3-53 and any other amounts received under this subchapter and required 3-54 by resolution of the board to be deposited in the small business 3-55 fund. The small business fund contains a project account, an 3-56 interest and sinking account, and other accounts that the board 3-57 authorizes to be created and maintained. Money in the small 3-58 business fund is available for use by the board under this 3-59 subchapter. Notwithstanding any other provision of this 3-60 subchapter, any money in the small business fund may be used for 3-61 debt service. 3-62 (c) Money in the project account of the small business fund, 3-63 minus the costs of issuance of bonds under this subchapter and 3-64 necessary costs of administering the small business fund, may be 3-65 used only to provide financing to foster and stimulate the 3-66 development of small businesses in this state. The board shall 3-67 provide financing from the small business fund on the terms and 3-68 conditions that the board determines to be reasonable, appropriate, 3-69 and consistent with the purposes and objectives of the small 4-1 business fund and this subchapter, for the purpose of fostering and 4-2 stimulating the development of new or existing small businesses in 4-3 this state. 4-4 Sec. 403.413. ELIGIBLE PRODUCTS AND BUSINESSES; FINANCING. 4-5 (a) Financing may be made under this subchapter only for a product 4-6 or small business approved by the board. 4-7 (b) In determining eligible products and small businesses, 4-8 the board shall give special preference to products or businesses 4-9 in the areas of biotechnology and biomedicine that have the 4-10 greatest likelihood of commercial success, job creation, and job 4-11 retention in this state. The board shall give further preference 4-12 to providing financing to projects or businesses that are: 4-13 (1) grantees under the small business innovation 4-14 research program established under 15 U.S.C. Section 638, as 4-15 amended; 4-16 (2) companies formed in this state to commercialize 4-17 research funded at least in part with state funds; 4-18 (3) applicants that have acquired other sources of 4-19 financing; 4-20 (4) companies formed in this state and receiving 4-21 assistance from designated state small business development 4-22 centers; or 4-23 (5) applicants who are residents of this state doing 4-24 business in this state and performing financed activities 4-25 predominantly in this state. 4-26 (c) The board shall adopt rules governing the terms and 4-27 conditions of the financing, specifically including requirements 4-28 for appropriate security or collateral, equity interest, and the 4-29 rights and remedies of the board and office in the event of a 4-30 default on the loan. The rules must include a requirement that 4-31 applicants report to the board on the use of money distributed 4-32 through either fund. 4-33 (d) Before approving the provision of financing to a person, 4-34 the board shall enter into an agreement with the person under which 4-35 the board will obtain an appropriate portion of royalties, patent 4-36 rights, equitable interests, or a combination of those royalties, 4-37 rights, and interests from or in the product or proceeds of the 4-38 product for which financing is requested. Contracts executed under 4-39 this subchapter must include agreements to ensure proper use of 4-40 funds and the receipt of royalties, patent rights, or equity 4-41 interest, as appropriate. 4-42 (e) The board may appoint an advisory committee of experts 4-43 in the areas of biotechnology and biomedicine to review projects 4-44 and businesses seeking financing from the board. 4-45 (f) The amount of financing provided to a single recipient 4-46 may not exceed 10 percent of the total amount of bonds issued. 4-47 (g) A claim of the state for a payment owed to the state 4-48 under this subchapter by a person who has been provided financing 4-49 has priority over all other claims against the person. 4-50 Sec. 403.414. APPLICATION PROCESS. (a) To apply for 4-51 financing from the board, an applicant shall submit to the board: 4-52 (1) an application for financing on a form prescribed 4-53 by the board; and 4-54 (2) a reasonable application fee set by the board. 4-55 (b) The application must include a business plan, containing 4-56 the information required by the board, including at a minimum: 4-57 (1) information regarding: 4-58 (A) the history and financial condition of the 4-59 applicant, including the applicant's income statement; 4-60 (B) the applicant's present markets and market 4-61 prospects; and 4-62 (C) the integrity of the applicant's management; 4-63 (2) a statement of the feasibility of the product for 4-64 which financing is requested, including the state of development of 4-65 any product to be developed and the proposed schedule of its 4-66 commercialization; and 4-67 (3) if applicable, documentation of attempts to obtain 4-68 private financing. 4-69 (c) The board shall determine, with respect to each 5-1 application for financing, whether: 5-2 (1) the product or business for which financing is 5-3 requested is economically sound; 5-4 (2) there is a reasonable expectation that the product 5-5 or business will be successful; 5-6 (3) the product or business will create or preserve 5-7 jobs and otherwise benefit the economy of the state; 5-8 (4) the applicant has the management resources and 5-9 other funding to complete the project; 5-10 (5) financing is necessary because full financing is 5-11 unavailable in traditional capital markets or credit has been 5-12 offered on terms that would preclude the success of the project; 5-13 and 5-14 (6) there is reasonable assurance that the potential 5-15 revenues to be derived from the sale of the product will be 5-16 sufficient to repay any financing approved by the board. 5-17 (d) After considering the application and all other 5-18 information it considers relevant, the board shall approve or deny 5-19 the application and promptly notify the applicant of its decision. 5-20 Sec. 403.415. INFORMATION CONFIDENTIAL. (a) Information 5-21 described by Subsection (b) collected, assembled, or maintained by 5-22 or for the board is confidential and may not be disclosed by the 5-23 board, the comptroller, or the office. 5-24 (b) This section applies to information in any form provided 5-25 by or on behalf of an applicant for financing or a recipient of 5-26 financing under this subchapter, including information contained 5-27 in, accompanying, or derived from any application or report, that 5-28 relates to a product, to the development, application, manufacture, 5-29 or use of a product, or to the markets, market prospects, or 5-30 marketing of a product, and that is proprietary information of 5-31 actual or potential commercial value to the applicant or recipient 5-32 that has not been disclosed to the public. Confidential 5-33 information includes scientific and technological information, 5-34 including computer programs and software, and marketing and 5-35 business operation information, regardless of whether the product 5-36 to which the information relates is patentable or capable of being 5-37 registered under copyright or trademark laws or has a potential for 5-38 being sold, traded, or licensed for a fee. This section does not 5-39 make confidential information in an account, voucher, or contract 5-40 relating to the receipt or expenditure of public funds by the board 5-41 or the comptroller under this subchapter. 5-42 (c) Any application for financing that is withdrawn by the 5-43 applicant before approval or funding or that is denied by the board 5-44 shall be returned to the applicant promptly on request, together 5-45 with all materials submitted by or on behalf of the applicant that 5-46 relate to the application, except that the board may retain a 5-47 record of the submission and disposition of the application that 5-48 does not include any information described by Subsection (b). 5-49 Sec. 403.416. PROGRAM COORDINATION. The board and office 5-50 shall coordinate the administration and funding of the programs. 5-51 SECTION 2. This Act takes effect immediately if it receives 5-52 a vote of two-thirds of all the members elected to each house, as 5-53 provided by Section 39, Article III, Texas Constitution. If this 5-54 Act does not receive the vote necessary for immediate effect, this 5-55 Act takes effect September 1, 2001. 5-56 * * * * *