BILL ANALYSIS                                                                                                                                                                                                    




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                           2770 (Monning)
          
          Hearing Date:  8/2/2010         Amended: 4/13/2010
          Consultant:  Bob Franzoia       Policy Vote: L&IR 4-1
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          ____
          BILL SUMMARY: AB 2770 would require the Labor Commissioner, in  
          consultation with the Franchise Tax Board and the Economic and  
          Employment Enforcement Coalition (EEEC), to develop and  
          implement standards that, if met by an employer, would trigger a  
          recommendation for an audit or investigation by appropriate  
          state tax authorities of employers in violation of statutes  
          relating to employee wages, hours, and working conditions.   
          After July 1, 2011, this bill would require the Labor  
          Commissioner or the EEEC to take actions to facilitate audits  
          and investigations of employers who meet the standards required  
          by this bill.  
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          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2010-11      2011-12       2012-13     Fund
           Develop and implement  Up to $100                       Special*
          referral standards

          Implementation
            - audits or investigations                  Up to $590Up to  
          $440                   Special*
            - violations (revenue)                      Unknown,  
          potentially sig-       General
                                            nificant increase in revenue

          * Special funds within the Labor and Workforce Development  
          Agency, the Department of Consumer Affairs, and federal funds
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          ___

          STAFF COMMENTS: This bill meets the criteria for referral to the  
          Suspense File.
          
          The EEEC Web site notes the EEEC was created as a multi-agency  
          enforcement program consisting of investigators from the  
          Division of Labor Standards Enforcement, Division of  










          Occupational Safety and Health, Employment Development  
          Department, Contractors State License Board and US Department of  
          Labor.  The Web site also notes the primary emphasis of the EEEC  
          is to combine the enforcement efforts of the agencies and deploy  
          as many investigators into the field as possible.

          The Board of Equalization and the Franchise Tax Board estimate  
          that an average of $8.5 billion in owed corporate, personal, and  
          sales and use taxes go uncollected in California annually, with  
          unreported and underreported economic activity responsible for  
          the vast majority of that total.  The Controller's office  
          estimates that 11 percent of taxes owed in California go  
          uncollected, and another 3 percent are collected only through  
          state enforcement.

          The Department of Industrial Relations indicates this bill would  
          result in costs to (1) add the referral standards to its  
          investigation protocols, (2) include referrals in investigation 
          Page 2
          AB 2770 (Monning)

          reports, (3) track referrals, and (4) train its investigators.   
          These estimates assume that about one half of its 9,000  
          inspections will result in referrals.  Preliminary information  
          on the number of investigations the EEEC has referred to the BOE  
          or the FTB is unclear.  EDD's Underground Economy Group, which  
          is included in the EEEC, will occasionally partner with the FTB,  
          and on a more frequent basis with the BOE, on sweeps of interest  
          to both agencies.

          These costs would be offset in part, or in whole, by increased  
          penalty revenues depending on the focus of the audit activities,  
          which would be directed, presumably, at the cases that have the  
          potential for the greatest return of tax revenues.

          The EEEC reports that, since 2005-06 there have been 1,096 lead  
          referrals and 1060 audits or investigations completed.  The  
          total liability assessed is approximately $56 million with an  
          average of $286,000.  The total of unreported wages is  
          approximately $345 million and the number of misclassified  
          workers identified is approximately 16,900.  

          This bill is similar to AB 875 (Koretz) 2005 which was vetoed by  
          the Governor with the following message:

          This bill calls for the development of an unnecessary set of  










          standards.  The Labor and Workforce Development Agency already  
          has the authority to coordinate enforcement efforts related to  
          the underground economy.  Additionally, this bill is duplicative  
          of efforts currently underway by the Economic and Employment  
          Enforcement Coalition, an inter-agency task force focused on  
          enforcement activities.  This year's budget includes $6.5  
          million and 62 personnel years for coordinated enforcement of  
          the underground economy by these entities.

          This bill is also similar to AB 2879 (Leno) 2008 which was held  
          on the Suspense File.