BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 22
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 22 (Mendoza)
          As Amended September 1, 2011
          Majority vote 
           
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          |ASSEMBLY:  |45-29|(May 19, 2011)  |SENATE: |21-17|(September 8,  |
          |           |     |                |        |     |2011)          |
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           Original Committee Reference:    JUD.  

           SUMMARY  :  Prohibits, except as specified, an employer or 
          prospective employer from using a consumer credit report for 
          employment purposes.  Specifically,  this bill  :   

          1)Prohibits an employer or prospective employer from using a 
            consumer credit report for employment purposes, unless the 
            position of the person for whom the report is sought is any of 
            the following:

             a)   A managerial position.

             b)   A position in the state Department of Justice.

             c)   A sworn peace officer or other law enforcement position.

             d)   A position for which the information contained in the 
               report is required by law to be disclosed or obtained.

             e)   A position that involves regular access, for any purpose 
               other than the routine solicitation and processing credit 
               card applications in a retail establishment, to the bank or 
               credit card information, social security number, and date 
               of birth of any one person.

             f)   A position in which the person is, or would be, a named 
               signatory on the bank or credit card account of the 
               employer.

             g)   A position in which the person is or would be 
               authorized, on behalf of the employer, to transfer money or 
               enter into financial contracts.

             h)   A position that involves access to confidential or 








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               proprietary information, including trade secrets, as 
               defined.

             i)   A position that involves regular access to cash totaling 
               $10,000 or more of the employer, a customer, or client, 
               during the workday.

          2)Expands existing written notification requirements for any 
            person using a credit report for employment purposes to also 
            include identification of the specific basis for use of the 
            report pursuant to these provisions.

          3)Provides that these provisions do not apply to a person or 
            business subject to the federal Gramm-Leach-Bliley Act (GLB) 
            (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.

          4)Defines, for purposes of this act, the term "consumer credit 
            report" to have the same meaning as defined in Civil Code 
            Section 1785.3(c), but does not include a report that a) 
            verifies income or employment; and, b) does not include 
            credit-related information, such as credit history, credit 
            score, or credit record.

          5)Defines, for purposes of this act, the term "managerial 
            position" to mean an employee covered by the executive 
            exemption set forth in Wage Order 4 of the Industrial Welfare 
            Commission, as specified (8 California Code Regulations 
            11040).

           The Senate amendments  clarify that a consumer credit report may 
          not be used for employment purposes unless the position for whom 
          the report is sought falls into one of several categories, 
          including newly established categories for positions involving 
          regular access to certain personal information, cash totaling 
          $10,000, proprietary information (i.e., trade secrets), or 
          involving the authority to conduct certain financial 
          transactions on behalf of the employer.  In addition, the 
          amendments expand a required written notice and clarify two key 
          definitions for the purpose of this act.

           AS PASSED BY THE ASSEMBLY , this bill was substantially similar 
          to the version approved by the Senate.








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          FISCAL EFFECT  :  According to the Assembly Appropriations 
          Committee, minor annual costs (less than $50,000) to the 
          Division of Labor Standards Enforcement within the Department of 
          Industrial Relations to investigate complaints regarding 
          potential violations of these provisions.
           
          COMMENTS  :  This bill seeks to prohibit the use of consumer 
          credit reports for employment purposes unless the position 
          sought falls into at least one of several categories specified 
          by the bill, including 1) a managerial position (as defined 
          under Wage Order 4 of the Industrial Welfare Commission), 2) a 
          peace officer, 3) a position in the Department of Justice, or 4) 
          a position where the information in the report is required by 
          law to be disclosed or obtained.  Additional categories of 
          positions, as established by recent amendments, include 5) a 
          position that involves regular access to specified personal 
          information for any purpose other than the routine solicitation 
          and processing of credit card applications in a retail 
          establishment, 6) a position in which the person is or would be 
          a named signatory on the employer's bank or credit card account, 
          or authorized to transfer money or enter into financial 
          contracts on the employer's behalf, 7) a position that involves 
          access to confidential or proprietary information, as specified, 
          or 8) a position that involves regular access to cash of $10,000 
          or more of an employer, customer or client, during the workday.  
          In addition, this bill requires any person using a credit report 
          for employment purposes to identify the specific basis for use 
          of the report within the existing written notification that is 
          currently sent to the subject of the credit report alerting him 
          or her to the fact that a credit report will be used.  Finally, 
          this bill exempts from these provisions banking and financial 
          institutions already subject to privacy requirements under 
          federal law.

          For many years, mainly banks and financial service companies ran 
          routine credit checks on potential employees, but data indicates 
          that 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%.  









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          Supporters of the bill, including many labor unions, worker 
          rights advocates, consumer advocates and the American Civil 
          Liberties Union (ACLU), make several arguments for the policy of 
          prohibiting the use of credit reports for employment purposes.  
          First, supporters contend that a person's credit score says 
          nothing about his or her character or ability to do a job 
          effectively and responsibly.  Second, they warn that credit 
          reports often contain errors that may seriously impact innocent 
          subjects of those reports.  Third, supporters contend that the 
          use of credit reports for employment purposes disproportionately 
          impacts female and minority workers typically concentrated in 
          low-wage jobs.  Finally, considering these factors, several 
          proponents assert that it is "particularly unfair" to allow 
          employers to perform credit checks on job applicants "in the 
          midst of such a severe economic downturn."

          Supporters point research that bolsters their contention that 
          credit reports should not be used for employment purposes 
          because they are too often inaccurate.  For example, a 2007 
          Zogby survey reporting that 37% of people surveyed had found an 
          error in their credit report and half of these respondents 
          indicated that they could not easily fix the mistakes.  
          Proponents also contend that many events outside an individual's 
          control, such as identify theft, data breaches, negligence by 
          credit reporting agencies, and the improper sale of credit 
          information can also result in damaging misinformation appearing 
          on an individual's credit report through no fault of their own.

          Supporters contend that the use of credit reports for employment 
          purposes disproportionately impacts female and minority workers 
          typically concentrated in low-wage jobs.  For example, a Texas 
          Department of Insurance study in 2004 found that the average 
          credit score of African Americans is roughly 10 to 35% lower 
          than whites, while the average score for Latinos is roughly 5 to 
          25% lower than whites.  According to supporters, this evidence 
          suggests that employer policies that potentially exclude workers 
          based on credit reports have a disparate impact on African 
          Americans and Latinos even though these credit reports are 
          rarely job-related.  Supporters also note that, for this reason, 
          the Equal Employment Opportunity Commission (EEOC) has expressed 
          concern about the potential racial disparate impact of the use 
          of credit reports for employment purposes.

          A coalition of credit reporting agencies, business associations, 
          and manufacturing groups strongly oppose this measure.  These 








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          opponents argue that an employee's credit report can provide 
          valuable information regarding an applicant's overall 
          responsibility, reliability, and integrity, which can help 
          employers reduce future litigation and loss.  The coalition 
          contends that these desired employee characteristics are not 
          unique to financial institutions or police officers, but are 
          values that all employers seek when determining whether to hire 
          an applicant. 


           Analysis Prepared by  :    Anthony Lew / JUD. / (916) 319-2334 


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