BILL ANALYSIS                                                                                                                                                                                                    Ó






                 Senate Committee on Labor and Industrial Relations
                                 Ted W. Lieu, Chair

          Date of Hearing: June 22, 2011               20011-2012 Regular 
          Session                              
          Consultant: Alma Perez                       Fiscal:Yes
                                                       Urgency: No
          
                                   Bill No: AB 22
                                   Author: Mendoza
                          Version: As amended May 12, 2011
          

                                       SUBJECT
          
                             Employment: credit reports 


                                      KEY ISSUE

          Should employers be banned from using information found in 
          consumer credit reports to help make employment decisions? 
          

                                       PURPOSE
          
          To prohibit the use of consumer credit reports for employment 
          purposes, except as specified. 


                                      ANALYSIS
          
           Existing federal and state law  limits the use of credit 
          information for employment purposes.   "Employment purposes," 
          when used in connection with a consumer credit report, means a 
          report used for the purpose of evaluating a consumer for 
          employment, promotion, reassignment, or retention as an 
          employee.  (Civil Code §1785.3)  
              
          The existing federal Fair Credit Reporting Act (FCRA)  was 
          enacted to promote accuracy, fairness, and privacy of personal 
          information assembled by consumer credit reporting agencies. (15 
          U.S.C. §1681 et seq.)  The FCRA regulates how employers may use 
          consumer reports, which are defined as reports containing 
          information pertaining to a person's credit worthiness, credit 
          standing, credit capacity, character, general reputation, 









          personal characteristics, or mode of living. 

          The FCRA does not exempt employers from complying with state law 
          governing background checks.  If information from a credit 
          report is used for employment purposes, the FCRA requires that 
          the employer:

             §    Make a clear and conspicuous written disclosure to the 
               applicant before the report is obtained, as specified;
             §    Obtain prior written authorization from the applicant;
             §    Certify to the Consumer Reporting Agency that the 
               employer disclosed and obtained authorization to review the 
               credit report and disclosed to the applicant that the 
               information will not be used in violation of any federal or 
               state equal-opportunity law or regulation, as specified. 
             §    Before taking an adverse action based on the credit 
               report, provide the person with notice of the adverse 
               decision and the name, address, and telephone number of the 
               consumer reporting agency making the report.  In addition, 
               the employer is also required to give the employee a copy 
               of the credit report, a summary of FCRA rights with 
               information on how to dispute the contents of the report, 
               and other documents as specified. (15 U.S.C. §1681 et seq.) 
                

           The California Consumer Credit Reporting Agencies Act (CCRAA)  , 
          which is the state's counterpart to the FCRA, generally 
          regulates consumer credit reporting agencies.  Among other 
          things, the CCRAA requires every consumer credit reporting 
          agency to allow a consumer, upon request and with proper 
          identification, to visually inspect all the files pertaining to 
          him or her that the agency maintains at the time of the request. 
          (Civil Code §1785.1 et seq.)  The CCRAA allows consumers to 
          dispute inaccurate information and requires a consumer credit 
          reporting agency to reinvestigate disputed information without 
          charge. 

           The existing federal Gramm-Leach-Bliley Act  prohibits financial 
          institutions from disclosing a consumer's nonpublic personal 
          information to a nonaffiliated third party unless the financial 
          institution (1) provides the consumer with a clear and 
          conspicuous disclosure of the financial institutions' specified 
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 2

          Senate Committee on Labor and Industrial Relations 
          








          privacy policies and practices, (2) gives the consumer the 
          opportunity to stop the disclosure before the information is 
          initially disclosed (opt-out), and (3) provides the consumer 
          with an explanation of how to exercise his or her right to 
          opt-out. (15 U.S.C. §6801 et seq.) 
           

          This Bill  would prohibit an employer from obtaining a consumer 
          credit report for employment purposes, except as specified.  
          Specifically, this bill would:

             1.   Prohibit the use of a consumer credit report for 
               employment purposes unless:

                  a)        The information contained in the report is 
                    substantially job-related, meaning that the position 
                    has access to money, other assets, or confidential 
                    information;  and 
                  
                  b)        The position is any of the following:

                       i.             A managerial position
                       ii.            A position in the state Department 
                         of Justice
                       iii.           A sworn peace officer or other law 
                         enforcement position
                       iv.            A position for which the information 
                         contained in the report is required to be 
                         disclosed by law or to be obtained by the 
                         employer 

             2.   Specify that these provisions do not apply to a person 
               or business subject to the federal Gramm-Leach-Bliley Act 
               (governing financial institutions) and implementing 
               regulations, if the person or business is subject to 
               compliance oversight by a state or federal regulatory 
               agency with respect to those laws.



                                      COMMENTS

          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 3

          Senate Committee on Labor and Industrial Relations 
          








          
          1. Need for this bill?

            Employers frequently use credit reports to evaluate job 
            applicants for employment opportunities.  There are three 
            national reporting agencies, TransUnion, Equifax, and 
            Experian, which often provide credit information to employers 
            through intermediary companies.  In the past, generally only 
            banks and financial service companies routinely ran credit 
            checks on potential employees, but today employers in other 
            sectors are increasingly including credit reports in the 
            screening process to verify identity, employment history and 
            presumably to assess applicants' honesty, integrity, and 
            responsibility, among other traits.

            According to the United States Equal Employment Opportunity 
            Commission (EEOC), as employer credit checks have become more 
            common over the past several years the EEOC has reiterated its 
            concerns that credit check policies can have an unlawful 
            disparate impact in violation of Title VII's prohibitions 
            against race and national origin discrimination.   According 
            to the EEOC, as early as the 1970s, the Commission issued 
            decisions finding that employers could violate Title VII by 
            basing employment decisions on a worker's financial status.  
            (EEOC Testimony, March 19, 2009)  This bill would prohibit an 
            employer, with the exception of certain financial 
            institutions, from obtaining a consumer credit report for 
            employment purposes, except as specified.

            This bill is substantially similar to bills approved by this 
            Committee in each of the past three years that were ultimately 
            vetoed by Governor Schwarzenegger. This bill would ban the use 
            of consumer credit reports in employment unless two criteria 
            are met.  First, the information in the credit report must be 
            substantially job-related, where the applicant or promotion 
            candidate would have access to money, other assets, or 
            confidential information.  Second, the position sought is 
            either managerial, a sworn peace officer, or the information 
            is already required to be disclosed by law or to be obtained 
            by the employer.  This bill would also exempt financial 
            institutions already subject to existing privacy requirements 
            under federal law.  
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 4

          Senate Committee on Labor and Industrial Relations 
          









          2.  Consumer Credit Reporting Legislation in Other States and at 
            the Federal Level  :

            In 2007, Washington State enacted a law (Chapter 93, Laws of 
            2007) that prohibits a person from procuring a consumer report 
            for employment purposes where any information contained in the 
            report bears on the consumer's credit worthiness, credit 
            standing, or credit capacity, unless the information is either 
            substantially job-related and the employer's reasons for the 
            use of such information are disclosed to the consumer in 
            writing, or is required by law.  

            In July 2009, Hawaii became the second state behind Washington 
            to limit the use of employment credit history or credit 
            reports unless it is directly related to a bona fide 
            occupations qualification or falls under another exception.   

            On May 29, 2010, Oregon's Governor signed legislation (SB 
            1045) that prohibits employers from using credit history in 
            making hiring, discharge, promotion, and compensation 
            decisions unless the applicant or employee is given advanced 
            written notice and the credit history is substantially related 
            to the position sought.  

            Also in 2010, Illinois passed HB 4658, which prohibits 
            consumer reports for employment purposes unless credit history 
            is an established bona fide occupational requirement, as 
            defined.  
            
            On April 12, 2011, Maryland's Governor signed into law the 
            Maryland Job Applicant Fairness Act (Chapter #29), which 
            prohibits employers from using an applicant's or employee's 
            credit report in determining whether to deny employment, 
            discharge the employee, or determine compensation or the 
            terms, conditions, or privileges of employment. 

            Finally, on June 8th, 2011, Connecticut approved SB 361 which 
            bans the use of credit reports in hiring and promotions in 
            certain situations by certain employers.  The bill now goes to 
            the Governor for a signature. 
               
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 5

          Senate Committee on Labor and Industrial Relations 
          








            At the federal level, Representative Steve Cohen and Senator 
            Diane Feinstein have both introduced legislation over the past 
            couple of years in efforts to limit the use of consumer credit 
            reports for employment purposes. This year, H.R. 321: Equal 
            Employment for All Act, introduced by Representative Cohen, 
            would amend the Fair Credit Reporting Act to prohibit the use 
            of consumer credit checks against prospective and current 
            employees for the purpose of making adverse employment 
            decisions. H.R. 321 is currently pending consideration in the 
            House Subcommittee on Insurance, Housing and Community 
            Opportunity.  

          3.  Double Referral to the Senate Judiciary Committee:  
            
            If approved by the Senate Labor and Industrial Relations 
            Committee, this bill will go to the Senate Judiciary 
            Committee, per Senate Rules.

          4.  Proponent Arguments  :
            
            Proponents of the measure argue that working families in 
            California are facing the worst economic crisis since the 
            Great Depression.  Unemployment is at a twenty-five year high, 
            and those who have jobs are facing furloughs and wage cuts.  
            According to proponents, in this economic climate 
            particularly, a person's credit history says nothing about his 
            or her character or ability to do a job effectively and 
            responsibly. The author believes this bill is needed to ensure 
            that job opportunities will not be unfairly denied to those 
            hit hardest by the current economic crisis.   

            According to proponents, in the past, generally only banks and 
            financial service companies routinely ran credit checks on 
            potential employees.  But employers in other sectors 
            increasingly are including credit checks in the screening 
            process presumably to assess applicants' honesty and 
            integrity, among other traits.  According to the sponsor, the 
            California Labor Federation, data shows that in 1998 only 25% 
            of employers researched the credit history of job applicants, 
            but by 2006 that figure had reached 43% and currently stands 
            at 60%.  In addition, the author states that the Equal 
            Employment Opportunity Commission has expressed concern that 
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 6

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            the use of credit reports in employment may have a disparate 
            impact against people of color and women workers who are 
            concentrated in low-wage jobs. Proponents argue that this is 
            unfair, as there is no evidence of any correlation between 
            credit score and job performance.

            Proponents are also concerned that conducting credit checks is 
            flawed by the high rate of errors in credit reports as well as 
            the over reliance on out-dated information about an 
            individual.  In addition, proponents argue that the rise in 
            identity theft, data breaches, and the improper sale of credit 
            information, as well as negligence by credit reporting 
            agencies can all result in damaging information appearing on 
            an individual's credit report through no fault of their own.  
            The author believes this bill would provide an important 
            worker protection without placing unreasonable restrictions on 
            employers. 

          5.  Opponent Arguments  :

            According to opponents of the bill, employers strive to 
            recruit and retain the best employees who they trust and will 
            help grow their businesses.  To this end, opponents argue, 
            consumer credit reports provide important insight into one 
            aspect of a potential employee's ability to handle 
            responsibility for cash, other assets, and personal 
            information while at the same time allowing employers to 
            verify an applicant's employment history. 

            Opponents argue that while an individual's credit history by 
            itself is not predictive of potential theft, access to credit 
            information can reveal patterns that may present an 
            unreasonable risk to businesses.  Furthermore, opponents argue 
            that employee theft is a growing problem.  Opponents contend 
            that the National Retail Security Survey in 2009 confirmed 
            that employee theft was responsible for over 40% of retail 
            employer loss nationwide, amounting to approximately $15.9 
            billion. Opponents believe that an employee with high consumer 
            debt who handles cash or assets may be more likely to steal.  

            According to opponents, this bill prohibits employers from 
            performing their due diligence in screening applicants, thus 
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 7

          Senate Committee on Labor and Industrial Relations 
          








            subjecting employers to a greater risk of inadvertently 
            violating the law or being subject to frivolous employment 
            litigation.  In addition, opponents believe that by 
            restricting access to important information found in consumer 
            credit reports; this bill may expose the business' customers 
            and employees to increased risks such as identity, financial, 
            and asset theft.  This issue is of particular concern to the 
            rental housing industry which argues that many of their 
            employees have significant financial responsibilities, 
            including the collection of rents and maintenance of on-site 
            cash flow, yet this bill would prohibit them from using 
            consumer credit reports when considering applicants for 
            employment.  

            Several associations representing local government oppose this 
            bill unless amended to restore an exemption for city and 
            county positions from the general prohibition against use of 
            credit reports-a provision that was amended out of the bill on 
            March 8, 2011. According to this group of opponents, counties 
            and cities use credit reports in pre-employment screening for 
            employees that work in police, sheriffs' and various personnel 
            and fiscal offices and have access to confidential 
            information.  They believe that the targeted use of credit 
            reports is critical to hiring a dependable public workforce 
            with the responsibility to handle taxpayer information and 
            money.

            Overall, opponents of the measure argue that this bill unduly 
            restricts the ability of businesses to use all legally 
            available information in employment decisions.  With regard to 
            similar legislation in other states, opponents argue that such 
            legislation is not nearly as restrictive as this bill.  

          6.  Prior Legislation  :

            AB 482 (Mendoza) of 2010: Vetoed by the Governor 
            This bill is similar to AB 482 from 2010, which would have 
            prohibited employers from using a consumer credit report for 
            employment purposes, with certain exceptions. In his veto 
            message the Governor stated, "This bill is similar to 
            legislation I have vetoed for the last two years on the basis 
            that California's employers and businesses have inherent needs 
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 8

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            to obtain information about applicants for employment and 
            existing law already provides protections for employees from 
            improper use of credit reports.  As with the last two bills, 
            this measure would also significantly increase the exposure 
            for potential litigation over the use of credit checks." 

            AB 943 (Mendoza) of 2009: Vetoed by the Governor 
            This bill is also similar to AB 943 from 2009, which would 
            have prohibited the use of consumer credit reports for 
            employment purposes, as specified. AB 943 was also vetoed by 
            the Governor. 

            AB 2918 (Lieber) of 2008: Vetoed by the Governor
            AB 2918 would have prohibited, except as specified, a user 
            from procuring a consumer credit report for employment 
            purposes unless the information in the report was either 
            substantially job related, as defined, or required by law.   

            SB 986 (Escutia) of 2005: Bill Withdrawn by Author
            SB 986 would have required that when a consumer credit report 
            or investigative report is used for employment purposes, the 
            information be directly related to the skills necessary to 
            perform the job.  The bill was never heard in policy 
            committee. 



                                       SUPPORT
          
          American Civil Liberties Union
          American Federation of State, County and Municipal Employees, 
          AFL-CIO
          California Coalition for Women Prisoners
          California Commission on the Status of Women
          California Conference Board of the Amalgamated Transit Union
          California Conference of Machinists
          California Employment Lawyers Association
          California Labor Federation
          California Nurses Association
          California Reinvestment Coalition
          California Teamsters Public Affairs Council
          Communications Workers of America
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 9

          Senate Committee on Labor and Industrial Relations 
          








          Consumer Action
          Consumer Attorneys of California
          Consumer Federation of California
          Demos
          East Bay Community Law Center
          Engineers and Scientists of California
          International Alliance of Theatrical Stage Employees
          International Longshore & Warehouse Union
          Legal Services for Prisoners with Children
          National Consumer Law Center
          National Employment Law Project
          National Organization for Women (CA NOW)
          Organization of SMUD Employees
          Privacy Rights Clearinghouse
          Professional & Technical Engineers, Local 21
          San Bernardino Public Employees Association
          San Luis Obispo County Employees Association
          Santa Rosa City Employees Association
          Service Employees International InionLos Angeles County 
          Democratic Party
          The Glendale City Employees Association
          UNITE HERE!
          United Food and Commercial Workers Union, Western States Council
          
                                     OPPOSITION
          
          Apartment Association of Greater Los Angeles
          Apartment Association of Orange County
          Apartment Association, California Southern Cities, Inc.
          Associated General Contractors
          Association of California Healthcare Districts
          Association of California Water Agencies
          California Apartment Association
          California Association of Health Services at Home
          California Association of Joint Powers Authorities (CAJPA)
          California Association of Licensed Investigators
          California Association of Realtors
          California Automotive Wholesalers Association
          California Chamber of Commerce
          California Chamber of the American Fence Association
          California Employment Law Council
          California Framing Contractors Association
          Hearing Date:  June 22, 2011                              AB 22  
          Consultant: Alma Perez                                   Page 10

          Senate Committee on Labor and Industrial Relations 
          








          California Grocers Association
          California Hospital Association
          California Independent Grocers Association
          California Manufacturers & Technology Association
          California New Car Dealers Association
          California Restaurant Association
          California Retailers Association
          California Special Districts Association
          California State Association of Counties
          CoreLogic
          County Welfare Directors Association of California
          Engineering Contractors' Association
          Experian
          Flasher Barricade Association
          Garden Grove Chamber of Commerce
          League of California Cities
          Marin Builders' Association
          Nation Federation of Independent Business
          Regional Council of Rural Counties
          San Diego County Apartment Association
          Santa Barbara Rental Property Association
          Southwest California Legislative Council
          TechAmerica
          The Greater Corona Valley Chamber of Commerce
          Trans Union
















          Hearing Date:  June 22, 2011                              AB 22  
                                                                                Consultant: Alma Perez                                   Page 11

          Senate Committee on Labor and Industrial Relations