BILL ANALYSIS                                                                                                                                                                                                    






                 Senate Committee on Labor and Industrial Relations
                               Mark DeSaulnier, Chair

          Date of Hearing: June 24, 2009               2009-2010 Regular  
          Session                              
          Consultant: Alma Perez                       Fiscal:Yes
                                                       Urgency: No
          
                                   Bill No: AB 943
                                   Author: Mendoza
                               Version: April 14, 2009
          

                                       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.   Under the existing  
          California Consumer Credit Reporting Agencies Act (CCRAA), a  
          credit report in the employment context is defined as any  
          written, oral or other communication of any information by a  
          consumer credit reporting agency (CRA) bearing on an  
          individual's credit worthiness, credit standing or credit  
          capacity.  The consumer credit report is used (or is expected to  
          be used) for the purpose of serving as a factor in establishing  
          an individual's eligibility for (1) personal, family, or  
          household purposes, or (2) employment purposes, or (3) hiring of  
          a dwelling unit, as specified, or (4) for other purposes as  
          specified. "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 places restrictions on an  
          employers' ability to use credit reports for employment purposes  
          by regulating how employers may use consumer reports.  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, that  
               a consumer report may be obtained;
                 Obtain prior written authorization from the applicant;
                 Certify to the CRA 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 existing California Consumer Credit Reporting Agencies Act  
          (CCRAA)  , the state's counterpart to the FCRA, generally  
          regulates consumer credit reporting agencies and 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 on a consumer  
          credit report and requires a consumer credit reporting agency to  
          Hearing Date:  June 24, 2009                             AB 943  
          Consultant: Alma Perez                                   Page 2

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          reinvestigate disputed information without charge. 

           The existing federal Gramm-Leach-Bliley Act (GLB)  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  
          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, except as specified, from  
          obtaining a consumer credit report for employment purposes.   
          Specifically, this bill would:

             1.   Prohibit the use of a consumer credit report for  
               employment purposes unless:
                  o         The information contained in the report is  
                    substantially job-related, meaning that the position  
                    of the person for whom the report is sought has access  
                    to money, other assets, or confidential information. 

                  o         The position of the person for whom the report  
                    is sought is a managerial position, a position in a  
                    city, county, or both city and county, that of a sworn  
                    peace officer or other law enforcement position, or a  
                    position for which the information contained in the  
                    report is required to be disclosed by law or to be  
                    obtained by the employer. 

             1.   Provide 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 24, 2009                             AB 943  
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          1.  Need for this bill?

            Currently, 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. 

          2.  Consumer Credit Reporting Legislation in Other States  :

            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. 

          3.  Staff Note :
            
          Hearing Date:  June 24, 2009                             AB 943  
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            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 in California is now at 11%,  
            while at the same time Californians' credit histories are  
            deteriorating due to the economic downturn and the foreclosure  
            crisis.  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.  Yet, proponents argue, employers routinely rely  
            on credit reports to deny employment to those who would have  
            otherwise been given a job.  

            According to the author, the Society of Human Resource  
            Management has reported that forty-three percent of US  
            employers currently conduct credit checks on job applicants.   
            Proponents believe that this is unfair, as there is no  
            evidence of any correlation between credit score and job  
            performance.  In addition, the author states that the Equal  
            Employment Opportunity Commission has expressed concern that  
            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.  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.  

            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  
          Hearing Date:  June 24, 2009                             AB 943  
          Consultant: Alma Perez                                   Page 5

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            employers. 

          5.  Opponent Arguments  :

            According to opponents of the bill, consumer credit reports  
            provide valuable information to employers in decision-making  
            processes including the hiring or promotion of an individual.   
              Opponents argue that employers work hard to create working  
            environments that are safe and secure, and believe that this  
            bill inappropriately limits the use of a consumer credit  
            report and does so at the expense of the health, safety, and  
            financial security of California businesses and their  
            customers.  

            Opponents argue the need to use information from a credit  
            report when making employment decision where the potential  
            employee would be required to perform a wide variety of duties  
            that may include access to cash, other assets, or confidential  
            information.  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 applicant's for  
            employment.  The rental housing industry argues that this bill  
            will serve to the detriment of all tenants and landlords  
            because giving employees, who have not been properly screened  
            with the use of a consumer credit report, access to  
            confidential financial information of tenants and prospective  
            tenants could put that information at risk.

            In addition, opponents argue, by restricting access to  
            consumer credit report information this bill may expose the  
            business' customers and employees to increased risks such as  
            identity, financial, and asset theft.  Opponents state that  
            employee theft is a growing problem and cite Federal Bureau of  
            Investigation (FBI) data that demonstrates that employee theft  
            is the fastest growing crime in the United States and is  
            expected to increase by 15 percent annually. While a person's  
            credit history by itself is not predictive of potential theft,  
            opponents argue that access to credit information can be used  
            to evaluate an applicant's personal responsibility and  
          Hearing Date:  June 24, 2009                             AB 943  
          Consultant: Alma Perez                                   Page 6

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            organizational skills by their ability to pay their bills on  
            time and can reveal patterns that may present an unreasonable  
            risk to businesses. 

            Lastly, some opponents believe that the exemptions in this  
            bill will create a new area of confusion that puts employers  
            at risk of inadvertently violating the law and subjects them  
            to employment litigation.  Opponents also fear that this bill  
            will lead to an increase in "retaliation" claims by  
            individuals claiming that they were not hired or promoted  
            because he or she failed to authorize the ordering of a credit  
            report.  Overall, opponents believe that for any employer the  
            risk created by this bill represents a major liability that  
            discourages business growth in California.  

          6.  Prior Legislation  :

            AB 2918 (Lieber) of 2008: Vetoed by the Governor
            Similar to AB 943, this bill would have prohibited, except as  
            specified, the user of a consumer credit report 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 to be disclosed to or  
            obtained by the user of the report.  AB 2918 was vetoed by the  
            Governor, and in his veto message the Governor stated that: 

                 "This bill would significantly increase businesses'  
               exposure to civil actions over the use of credit checks.   
               Further, the bill would increase administrative costs to  
               those employers who must legitimately use credit reports as  
               a screening tool by requiring that the employer first abide  
               by its onerous requirements.  California employers and  
               businesses have inherent needs to obtain information about  
               applicants for employment.  The bill would become a new  
               employer obstacle to the use of available information  
               needed to make hiring decisions." 

            SB 986 (Escutia) of 2005: Bill Withdrawn by Author
            This bill would have revised the definition of "employment  
            purposes" to require that when a consumer credit report or  
            investigative report is used for employment purposes, the  
            information be directly related to the skills necessary to  
          Hearing Date:  June 24, 2009                             AB 943  
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            perform the job.  The bill was not pursued by the author and  
            it was never heard in policy committee. 


                                       SUPPORT
          
          All of Us or None
          American Civil Liberties Union (ACLU) 
          American Federation of State, County and Municipal Employees,  
          AFL-CIO
          California Applicants' Attorneys Association (CAAA)
          California Commission on the Status of Women
          California Conference Board of the Amalgamated Transit Union 
          California Conference of Machinists 
          California Immigrant Law Project 
          California Immigrant Policy Center  
          California Labor Federation, AFL-CIO 
          California National Organization for Women 
          California NOW 
          California Rural Legal Assistance Foundation 
          California Southern Cities
          California Teamsters Public Affairs Council 
          Coalition for Humane Immigrant Rights of Los Angeles (CHIRLA) 
          Engineers and Scientists of California 
          International Longshore & Warehouse Union 
          Legal Services for Prisoners with Children 
          National Association for the Advancement of Colored People,  
          California State Conference
          National Employment Law Project 
          National Lawyers Guild Labor & Employment Committee (L&EC) 
          Privacy Rights Clearinghouse 
          Professional & Technical Engineers, Local 21
          Service Employees International Union (SEIU)
          Strategic Committee of Public Employees, LIUNA California Labor  
          Federation, AFL-CIO 
          The Women's Foundation of California 
          UNITE HERE! 
          United Food and Commercial Workers Union, Western States Council  

          United Transportation Union 
          

          Hearing Date:  June 24, 2009                             AB 943  
          Consultant: Alma Perez                                   Page 8

          Senate Committee on Labor and Industrial Relations 
          








                                     OPPOSITION
          
          Acxiom
          Apartment Association of Greater Los Angeles
          Apartment Association of Orange County
          Apartment Association, California Southern Cities
          Associated General Contractors
          Association of California Insurance Companies
          Association of California Water Agencies (unless amended)
          California Apartment Association 
          California Association of Collectors
          California Association of Health Services at Home (CAHSAH)
          California Association of Licensed Investigators
          California Chamber of Commerce
          California Chapter of the American Fence Contractors'  
            Association
          California Employment Law Council
          California Fence Contractors' Association
          California Grocers Association
          California Hospital Association
          California Hotel & Lodging Association
          California Independent Grocers Association
          California Manufacturers & Technology Association
          California Restaurant Association
          California Retailers Association
          California Society of Association Executives
          Consumer Data Industry Association
          Department of Industrial Relations
          Engineering Contractors' Association
          Experian
          Flasher/Barricade Association
          International Franchise Association
          Life Technologies Corporation
          Marin Builders' Association
          National Federation of Independent Businesses
          Reed Elsevier
          Santa Barbara Rental Property Association
          TransUnion
                                          

                                       NEUTRAL

          Hearing Date:  June 24, 2009                             AB 943  
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          California State Association of Counties (CSAC) 
          California State Sheriffs' Association (CSSA) 
          Regional Council of Rural Counties 


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          Hearing Date:  June 24, 2009                             AB 943  
          Consultant: Alma Perez                                   Page 10

          Senate Committee on Labor and Industrial Relations