BILL ANALYSIS                                                                                                                                                                                                    



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          ASSEMBLY THIRD READING
          AB 1506 (Anderson)
          As Amended  August 31, 2009
          2/3 vote.  Urgency 

           BUSINESS & PROFESSIONS   11-0   APPROPRIATIONS      17-0        
           
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          |Ayes:|Hayashi, Emmerson,        |Ayes:|De Leon, Conway, Ammiano, |
          |     |Conway, Eng,              |     |                          |
          |     |Hernandez, Nava, Niello,  |     |Charles Calderon, Coto,   |
          |     |John A. Perez, Ruskin,    |     |Davis, Fuentes, Hall,     |
          |     |Smyth, Monning            |     |Harkey, Miller, Nielsen,  |
          |     |                          |     |John A. Perez, Skinner,   |
          |     |                          |     |Solorio, Audra            |
          |     |                          |     |Strickland, Torlakson,    |
          |     |                          |     |Hill                      |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Requires, as an urgency measure, a state agency to  
          accept from any person or entity a registered warrant (RW) or  
          other similar evidence of indebtedness issued by the State  
          Controller that is endorsed by that payee, at full face value,  
          for the payment of any obligations owed by that payee to that  
          state agency, as specified, until July 1, 2012.  Specifically,  
           this bill  :

          1)Requires a state agency to accept from any person or entity a  
            registered warrant or other similar evidence of indebtedness  
            issued by the State Controller (Controller) that is endorsed  
            by that payee, at full face value, for the payment of any  
            obligation owed by that payee to that state agency, if the  
            Controller determines that the following conditions are  
            satisfied:

             a)   Acceptance of RWs will not jeopardize the ability of the  
               state to issue regular warrants for education, debt  
               service, state payroll, pensions, In-Home Supportive  
               Services, Medi-Cal providers, or any other payment required  
               by federal law, the State Constitution, or court orders;  
               and,

             b)   The acceptance of RWs will not result in a net cost to  








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               the state. The calculation of "net cost" shall include, but  
               not be limited to, the following factors:

               i)     Interest savings related to redemption of the  
                 registered warrant or other form of indebtedness;

               ii)    Interest costs related to any new registered  
                 warrants or other forms of indebtedness issued to replace  
                 the registered warrant or other form of indebtedness  
                 accepted for payment of an obligation to the state;

               iii)   Costs related to any other internal or external  
                 borrowing required to offset the loss of resources due to  
                 acceptance of the registered warrants or other forms of  
                 indebtedness for payment of an obligation to the state;

               iv)    Foregone interest earnings related to loss of  
                 payments due to acceptance of the registered warrants or  
                 other forms of indebtedness for payment of an obligation  
                 to the state; and,

               v)     Significant administrative costs to state agencies  
                 related to acceptance of the registered warrants or other  
                 forms of indebtedness for payment of an obligation to the  
                 state. 

          2)Prohibits a state agency from accepting a RW for obligations  
            owed by a payee for payments subject to immediate deposit  
            standards, as specified.   

          3)Requires the Controller to report to the Joint Legislative  
            Budget Committee the following information by September 1  
            following the conclusion of a fiscal year in which state  
            agencies accept RWs or similar evidence of indebtedness:

             a)   The amount of warrants received or other forms of  
               indebtedness received by state agencies; and,

             b)   The effect of the acceptance of these warrants on the  
               state's cash flow and financial well being, including any  
               net costs or savings, and any impacts on state payments  
               required by federal law, the State Constitution, or court  
               orders.









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          4)Sunsets on July 1, 2012.

           FISCAL EFFECT  :  According to Assembly Appropriations Committee:

          Following are examples of effects that could occur if the bill's  
          provisions were to become operative.  As amended, the bill will  
          only become operative if the controller determines that its  
          provisions will result in no net costs to the state and will not  
          jeopardize priority payments.

           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.

             c)   The Franchise Tax Board and the Board of Equalization  
               are currently accepting state registered warrants in lieu  
               of cash payments. However, numerous other state agencies,  
               including the Employment Development Department) (EDD)  
               (which administers over $40 billion in collections  
               programs) and the Department of Motor Vehicles, are not  
               currently accepting registered warrants and would be  
               affected.

           2)Administrative costs  .  The bill will result in significant  








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            administrative costs. EDD indicates that it would incur about  
            $1.2 million in costs to revise its system to accommodate the  
            IOUs, and for outreach and communication with taxpayers.

           COMMENTS  :  Warrants are the government equivalent of checks, and  
          are issued by the Controller to pay the state's obligations.    
          There are three types of warrants:  RWs, registered  
          reimbursement warrants (RAWs), and registered refunding  
          warrants.  

          The State Constitution mandates that education and debt service  
          have priority status for regular warrants. The state  
          Constitution, federal law and a court order require that state  
          payroll, the California Public Employees Retirement System, the  
          California State Teachers Retirement System, In-Home Supportive  
          Services and Medi-Cal providers also be paid with regular  
          warrants.  The State may issue RWs for all other payments,  
          including those to private businesses, local governments,  
          taxpayers receiving income tax refunds and owners of unclaimed  
          property. 
            
          RWs are presently considered legal investments for all trust  
          funds, insurance funds, savings and loans funds, and funds of  
          all counties, municipal corporations, districts, public  
          corporations, political subdivisions, or state agencies.   
          Further, state law expressly permits a taxpayer to pay a tax  
          liability, as specified, in whole or in part, by a check in an  
          amount not to exceed the amount of a RW, and government code  
          declares "all warrants are payable in such coin or currency of  
          the United States as at the time of payment is legal tender for  
          the payment of public and private debts."       
           

          Analysis Prepared by  :    Sarah Huchel / B. & P. / (916) 319-3301  



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