BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1506
                                                                  Page  1

          Date of Hearing:   August 19, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                   AB 1506 (Anderson) - As Amended:  July 1, 2009 

          Policy Committee:                              Business and  
          Professions  Vote:                            11-0

          Urgency:     Yes                  State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill requires state agencies to accept registered warrants  
          or similar evidence of indebtedness issued by the state for the  
          payment of obligations owed to them.  

           FISCAL EFFECT

          1)Cash Flow Effects  . The bill will not have an immediate impact  
            on the state since, with the recent enactment of budget  
            savings measures, the controller is planning to redeem  
            registered warrants that are currently outstanding. Future  
            effects would depend on the magnitude of cash shortfalls that  
            emerge in the future.              

             a)   As an illustration, recent budget and cash imbalances  
               required the Controller to issue $1.9 billion in registered  
               warrants between July 2 and August 11. If similar amounts  
               were issued at some point in the future and this bill  
               enabled an additional 1% of registered warrants to be used  
               in satisfaction of obligations owed to the state, the  
               reduction in state cash receipts would be about $19  
               million.

             b)   Any loss in cash payments resulting from acceptance of  
               IOUs will require the state to issue additional IOUs to  
               make up for the additional cash shortfalls that result. In  
               extreme circumstances (involving much larger issuances of  
               IOUs than in the past), the loss of cash could affect the  
               ability of the state to make priority payments for debt  
               service or other purposes.









                                                                  AB 1506
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             c)   FTB and BOE are currently accepting state registered  
               warrants in lieu of cash payments. However, numerous other  
               state agencies - including EDD (which administers over $40  
               billion in collections programs) and DMV- are not currently  
               accepting registered warrants and would be affected.

           2)Administrative costs  . The bill would result in substantial  
            administrative costs. EDD indicates that it would require  
            about $1.2 million for programming and outreach efforts for  
            programs it administers. The department also indicates that  
            the bill, if applied to UI deposits, would place California  
            out of conformity with provisions of the U.S. Unemployment  
            Insurance Tax Act, potentially resulting in sanctions against  
            California. 

           


          COMMENTS  :   

           1)Rationale  .   According to the author's office, the bill is a  
            taxpayers' rights measure that addresses an inequity in  
            current law, whereby the state may issue IOUs in lieu of  
            warrants, but is not required to accept these IOUs for  
            obligations owed to the state.

           2)Background  .  In normal times, the state issues warrants to  
            satisfy its obligations to vendors, contractors, hospitals,  
            workers, and other entities. Warrants are the government  
            equivalent of checks, and are issued by the Controller.

            During periods of serious cash shortfalls, the state may have  
            to issue of registered warrants. This occurs when, after  
            ranking all of the state's obligations and setting aside all  
            money that must be set apart for higher ranking obligations,  
            the controller determines that there are insufficient funds to  
            pay a warrant. In this case, the warrant is registered, and  
            the state promises to pay the face value as soon as money is  
            available.  Under the California Government Code, registered  
            warrants are legal investments for funds of all banks and are  
            negotiable instruments. Registered warrants bear interest at a  
            rate fixed by California law from the date of registration to  
            the date of maturity, or the date upon which the California  
            Treasurer advertises that they are payable upon presentation  
            if they bear no date of maturity.








                                                                  AB 1506
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            Under current law, the Franchise Tax Board is required to  
            accept state-issued registered warrants in satisfaction of  
            taxpayer obligations to the state. In July, 2009, the Board of  
            Equalization voted to accept registered warrants in  
            satisfaction of obligations associated with tax programs it  
            administers. DMV and most other agencies, however, do not  
            accept registered warrants in lieu of cash.

           3)Trade-off  . While perhaps addressing potential inequities  
            related to individuals that have received registered warrants  
            and owe money to the state, from a broader perspective, the  
            main effect of the bill is simply to shift IOUs from one  
            entity to another. Given the circumstances leading to IOU  
            issuance by the state, any reduction in cash payments by one  
            taxpayer will have to be made up through additional state  
            payments of registered warrants to other entities. Given that  
            the controller ranks payments according to priorities, the  
            additional warrants will, by definition, go for higher  
            priority payments. In extreme circumstances, mandatory  
            acceptance of IOUs by all state agencies could affect the  
            state's ability to make timely payments for debt service or  
            obligations required by federal law or the state Constitution.  


           4)Related legislation  . SB 23 (Ashburn) of 2009 prohibits the  
            issuance of a registered warrant to make any payment for a  
            personal income tax refund. This bill is currently pending in  
            the Senate Committee on Rules.

          Analysis Prepared by  :    Brad Williams / APPR. / (916) 319-2081