BILL ANALYSIS                                                                                                                                                                                                    







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       |Hearing Date:April 27, 2009    |Bill No:SB                              |
       |                               |356                                     |
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                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS
                               AND  ECONOMIC DEVELOPMENT
                         Senator Gloria Negrete McLeod, Chair

                         Bill No:        SB 356Author:Wright
                    As Amended:April 16, 2009          Fiscal:Yes

       
       SUBJECT:    Regulations:  small businesses.
       
       SUMMARY:  Revises the Administrative Procedures Act (APA) to require  
       state agencies subject to the APA to make additional findings and  
       determinations regarding the impact their regulations may have on small  
       businesses, to consult with small businesses during the regulatory  
       process and provide additional information, statements and  
       justification for the adoption, amendment or repeal of regulations  
       which may have an impact on small businesses.  Also modifies the  
       definition of small business for the purposes of the APA.   

       Existing law:

       1)Establishes, through the Administrative Procedure Act (APA), the  
         requirements for the adoption, publication, review and implementation  
         of regulations promulgated by state agencies and does the following:

          a)   Authorizes an agency considering the adoption of a new  
            regulation or amending or repealing an existing one to consult  
            with interested parties before initiating the regulatory action.

          b)   Requires an agency to involve parties who would be subject to  
            the regulation before publishing a notice of proposed action, if  
            the proposed regulations involve complex proposals or a large  
            number of proposals.

          c)   Defines "small business:"

            i)     As business entity in agriculture, general construction,  
              special trade construction, retail trade, wholesale trade,  
              services, transportation and warehousing, manufacturing,  





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              generation and transmission of electric power or health care  
              facility that is independently owned and operated and is not  
              dominant in its field of operation.  

            ii)                                                               
              Excludes the following professional and business activities from  
              the small business definition:

               (1)                                                              
                  Financial institutions as defined and insurance companies.

               (2)                                                              
                  Mineral, oil or gas brokers. 


               (3)                                                              
                  Subdividers or developers.

               (4)                                                              
                  Landscape architects, architects or building designers.

               (5)                                                              
                  Nonprofit institutions.

               (6)                                                              
                  Entertainment activities or productions, including motion  
                 pictures, stage performances, television or radio stations,  
                 or production companies.

               (7)                                                              
                  Utility, water companies or power transmission companies  
                 generating and transmitting more than 4.5 million kilowatt  
                 hours.

               (8)                                                              
                  Petroleum producers, natural gas producers, refiners or  
                 pipelines.

               (9)                                                              
                  Health care facilities exceeding 150 beds or $1.5 million in  
                 annual gross receipts.

            iii)                                                              
              Excludes the following business activities from the small business  
              definition:






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               (1)                                                              
                  Agriculture with annual gross receipts exceeding $1 million.

               (2)                                                              
                  General construction with annual gross receipts exceeding  
                 $9.5 million.

               (3)                                                              
                  Special trade construction with annual gross receipts  
                 exceeding $5 million.

               (4)                                                              
                  Retail trade with annual gross receipts exceeding $2  
                 million.

               (5)                                                              
                  Wholesale trade with annual gross receipts exceeding $9.5  
                 million.

               (6)                                                              
                  Services with annual gross receipts exceeding $2 million.

               (7)                                                              
                  Transportation and warehousing with annual gross receipts  
                 exceeding $1.5 million.

          d)   Requires state agencies subject to the APA to submit with a  
            notice of the proposed regulatory action an initial statement of  
            the reasons for the proposed adoption, amendment or repeal of a  
            regulation.  The initial statement must also include a description  
            of reasonable alternatives that would mitigate any adverse impacts  
            on small business and the agency's reason for rejecting those  
            reasonable alternatives.  The APA does  not  require the agency to  
            artificially construct alternatives, describe unreasonable  
            alternatives or justify why it has not described alternatives.

          e)   Requires state agencies to assess the potential of a proposal  
            to adopt, amend or repeal a regulation to adversely affect  
            business enterprises and individuals.

          f)   In the event an agency makes an initial determination that the  
            adoption, amendment, or repeal of a regulation will not have a  
            significant statewide adverse economic impact on business,  
            requires the agency to make a declaration of that determination in  
            the notice of proposed action.






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          g)   Requires agencies to prepare and submit to the Office of  
            Administrative Law (OAL) the adopted regulation along with a final  
            statement of reasons that must include, among other things, an  
            explanation for rejecting any proposed alternatives that would  
            lessen any adverse economic impact on small businesses.

       This bill:

       1)Makes a number of legislative findings regarding the importance of  
         small business to California's economy, the regulatory challenges  
         they face and the ways in which regulations affecting small business  
         should be developed.

       2)For the purposes of the APA, defines "small business" as an entity,  
         including its affiliates that is owned and operated by a person, as  
         defined by Revenue and Taxation Code  17007, and meets one the  
         following conditions:

          a)   Employs fewer than 100 full-time employees.

          b)   Has average annual gross receipts of less than $10 million over  
            the previous three years.  

       3)Requires state agencies to consult with interested parties before  
         initiating regulatory action, whether the action be the adoption,  
         amendment or repeal of a regulation. 

       4)Requires the initial statement of reasons for seeking the regulatory  
         action to include a small business economic impact statement that  
         includes the following:

          a)   An identification and estimate of the number of small  
            businesses affected by the proposed regulation.

          b)   The estimated average cost of compliance by a small business  
            affected by the regulation, including the projected reporting,  
            recordkeeping and other administrative costs required for  
            compliance with the proposed regulation.

       5)Requires the reasonable alternatives in the initial statement of  
         reasons for the seeking the regulatory action to include:

          a)   Less burdensome compliance or reporting requirements for small  
            businesses.

          b)   Less burdensome schedules or deadlines for compliance or  





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            reporting requirements for small businesses.

          c)   The consolidation or simplification of compliance or reporting  
            requirements for small businesses.

          d)   The use of performance standards for small businesses instead  
            of design or prescriptive standards.

          e)   The exemption of some or all small businesses, if appropriate  
            to the imposed cost burden from any or part of the requirements in  
            the proposed regulation.

       6)Specifies that if an agency rejects a reasonable alternative for  
         small business, it must state its reasons for rejecting the  
         alternative.

       7)Requires state agencies, before submitting a proposal to take  
         regulatory action to the Office of Administrative Law (OAL), to  
         consider the proposed regulation's impact by preparing a small  
         business economic impact statement on the affected industries,  
         including the ability of the state's small businesses to compete with  
         other small businesses in other states, and permits the agencies to  
         consider information supplied by interested parties.  

       8)Requires the small business economic impact study to include:

          a)   An identification and estimate of the number of small  
            businesses affected by the proposed regulation.

          b)   The estimated average cost of compliance by a small business  
            affected by the regulation, including the projected reporting,  
            recordkeeping and other administrative costs required for  
            compliance with the proposed regulation.

          c)   A description of reasonable alternatives to the regulation that  
            would mitigate the impact on small business, including but not  
            limited to:

            i)     Less burdensome compliance or reporting requirements for  
              small businesses.

            ii)    Less burdensome schedules or deadlines for compliance or  
              reporting requirements for small business.

            iii)   The consolidation or simplification of compliance or  
              reporting requirements for small business.





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            iv)    The use of performance standards for small businesses  
              instead of design or prescriptive standards.

       9)Requires the OAL to ensure compliance with the provisions of this  
         bill and requires it to return any rulemaking package to an agency,  
         along with a statement identifying any incomplete provisions, if the  
         OAL determines the economic impact statement does not meet the  
         criteria established by this bill.

       10)Requires agencies to involve parties who would be subject to the  
         regulation before publishing a notice of proposed action.

       11)Requires, in the event an agency makes an initial determination that  
         the regulatory action may have a direct adverse impact on small  
         business, including the ability to compete with small business in  
         other states, the agency to include the following information in the  
         notice of proposed action:

          a)   An identification and estimate of the number of small  
            businesses affected by the proposed regulation.

          b)   The estimated average cost of compliance by a small business  
            affected by the regulation, including the projected reporting,  
            recordkeeping and other administrative costs required for  
            compliance with the proposed regulation.

          c)   The following statement:  "The (name of agency) has made an  
            initial determination that the (adoption/amendment/repeal) of this  
            regulation may have a significant, statewide adverse economic  
            impact directly affecting small business, including the ability of  
            California businesses to compete with small businesses in other  
            states.  The (name of agency) (has/has not) considered proposed  
            alternatives that would lessen any adverse economic impact on  
            small business and invites you to submit proposals." 

          d)   Permits submissions to the agency to include suggestions on:

            i)     Alternative compliance, reporting requirements or  
              timetables that consider the resources available to small  
              business.

            ii)    Consolidation or simplification of compliance and reporting  
              requirements for small business.

            iii)   The use of performance standards for small business,  





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              instead of prescriptive or design standards.

            iv)    The exemption of small business, if appropriate to the  
              imposed cost burden from any or part of the requirements in the  
              proposed regulation.

       12)Requires, if an agency makes an initial determination that the  
         regulatory action will not have a significant statewide adverse  
         economic impact on small business, the agency to make a declaration  
         to that effect in the notice of proposed action and requires the  
         agency to provide facts, evidence, documents, testimony or other  
         evidence used to make that determination for the record.

       13)Specifies that an agency's initial determination on proposed  
         regulatory action, whether it adversely impacts small business or  
         not, is not grounds for the OAL to deny permission for the agency to  
         publish the notice of proposed action, unless OAL determines that the  
         small business economic impact statement is incomplete pursuant to  
         item #9) above.

       14) If an agency determines the regulation would have a significant,  
         statewide adverse impact on small businesses, the agency must submit  
         to the OAL a final analysis that includes:

          a)   A summary of the small business community's significant issues,  
            a summary of the agency's assessment of those issues and a  
            statement of changes made in the proposed regulation as a result  
            of those comments.

          b)   An identification and estimate of the number of small  
            businesses affected by the proposed regulation.

          c)   The estimated average cost of compliance by a small business  
            affected by the regulation, including the projected reporting,  
            recordkeeping and other administrative costs required for  
            compliance with the proposed regulation.

          d)   A description of the agency's steps to minimize the significant  
            economic impact on small businesses, including a statement of the  
            factual, policy and legal reasons for selecting the alternative  
            adopted in the final regulation and an explanation for the  
            rejection of other alternatives.

       15) Permits any person, including but not limited to, a small business  
         or organization or trade association whose members are affected by  
         the regulation, to obtain a judicial declaration as to the validity  





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         of any regulation or order of repeal by bringing action for  
         declaratory relief in Superior Court.  

       16)Requires the Department of Finance (DOF) to adopt and update as  
         necessary instructions in the State Administrative Manual that  
         prescribe how state agencies should make the determinations and  
         estimates that, according to this bill, must be included in the  
         notice of proposed action and requires the instructions to include  
         criteria to be used to determine whether a regulation will have a  
         significant adverse economic impact.

       17)Makes a number of clarifying and conforming changes.
       
       FISCAL EFFECT:  Unknown.  This bill is keyed "fiscal" by  
       Legislative Counsel.
       
       COMMENTS:
       
       1.Purpose.  According to the Sponsors, the  California Small Business  
         Association (CSBA)  and the  National Federation of Independent  
         Business  (NFIB), this measure brings more accountability to the  
         regulatory process and stimulates small businesses by requiring  
         agencies to involve these job creators early in the regulatory  
         process.  Existing law only requires that agencies consult with  
         "interested parties," not necessarily including small businesses, and  
         this process may result in agencies consulting with large  
         corporations to develop regulations without the input of small  
         businesses.  They argue that including small businesses during the  
         drafting process will generate more goodwill and potentially save  
         valuable state funds by reducing the need for repetitive amendments  
         and public comment periods.  
       
         Additionally, the Sponsors make the following assertions about this  
         bill and believe it will:

              Strengthen existing economic impact analysis provisions by  
            closing loopholes that allow agencies to declare that a proposed  
            regulation has no significant economic impact without providing an  
            explanation.  By allowing agencies to explain their reasoning  
            behind such a conclusion, small businesses and the public are  
            better served and able to check the work of the agencies  
            responsible to regulating them.  

              Stimulate small business growth by building on existing  
            provisions that encourage agencies to consider "reasonable"  
            alternatives that are less burdensome to California small  





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            businesses.  This bill closes a loophole that allows agencies to  
            state there is no "reasonable" alternative without providing any  
            justification for not pursuing an alternative.

              Recognize fiscal resources are limited and the regulations  
            place more burden on private entities, including businesses, trade  
            associations and labor groups for the enforcement of these  
            requirements.  This bill also simplifies the definition of "small  
            business" that agencies will use in analyzing the economic impact  
            of proposed regulations saving the state valuable state funds.

         Finally, the Sponsors state, "This bill does not stop or delay needed  
         protections for California's employees and the environment.  It  
         simply requires a fair assessment of the impact of government  
         regulations on California small businesses.  In fact neighboring  
         states, such as Arizona and Nevada, have even more extensive  
         processes in place that have significantly benefited the economy of  
         those states to our detriment."

       1.Small Businesses in California.  Small businesses form the core of  
         California's $1.7 trillion economy, comprising more than 98% of all  
         businesses and are responsible for employing more than 50% of all  
         workers in the state.  In 2006, the state had an estimated 3.6  
         million small businesses.  

       2.Small Business and Entrepreneurship Conference. In November 2008,  
         Governor Schwarzenegger invited leaders of small business  
         organizations and entrepreneurs representing the spectrum of the  
         state's economy to this two-day conference in Los Angeles, to discuss  
         ideas on improving the partnership between the private sector and  
         state government to stimulate the economy.  Since May 2008,  
         individuals from the small business community groups prepared over  
         100 draft proposals for discussion by conference participants on  
         topics ranging from access to capital to regulatory reform. At the  
         conclusion of the conference, participants made a number of policy  
         recommendations to help bolster state support for small business  
         which include the following:

                  Ask the Legislature to restore investment in programs that  
              support small businesses.

                  Work with the California Air Resources Board (CARB) to  
              perform a comprehensive assessment of the interim costs for AB  
              32 implementation that affects small businesses and identify  
              financing programs that could help alleviate those costs.






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                  Regulatory reform.

         This measure seeks to implement the small business regulatory reform  
         discussed at the conference.

       1.U.S. Small Business Administration Study.  A 2005 study conducted by  
         the U.S. Small Business Administration found that federal regulatory  
         compliance cost small businesses (20 or fewer employees) 45 percent  
         more than it did for large businesses (500 or more employees).  A  
         California specific study mandated by  AB 2330  (Arambula, Chapter 232,  
         Statutes of 2006) is currently 18 months overdue, but is expected to  
         be released this Spring. 

            ------------------------------------------------------------------ 
           |2005 Federal Study       |Cost per employee for firms with:       |
           |Results                  |                                        |
            ------------------------------------------------------------------ 
           |----------------+--------+-----------+--------------+------------|
           |Type of         |All     |<20        |20-499        |500+        |
           |Regulation      |Firms   |employees  |employees     |employees   |
           |----------------+--------+-----------+--------------+------------|
           |Federal         |$ 5,633 |$ 7,647    |$ 5,411       |$ 5,282     |
           |Regulations     |        |           |              |            |
           |----------------+--------+-----------+--------------+------------|
           |Economic        |$ 2,567 |$ 2,127    |$ 2,372       |$ 2,952     |
           |----------------+--------+-----------+--------------+------------|
           |Workplace       |$ 922   |$ 920      |$ 1,051       |$ 841       |
           |----------------+--------+-----------+--------------+------------|
           |Environmental   |$ 1,249 |$ 3,296    |$ 1,040       |$ 710       |
           |----------------+--------+-----------+--------------+------------|
           |Tax Compliance  |$ 894   |$ 1,304    |$ 948         |$ 780       |
           |                |        |           |              |            |
            ----------------------------------------------------------------- 
           Source: September 2005 "The Impact of Regulatory Costs on Small Firms"  
       SBA Office of Advocacy,  http://www.sba.gov/advo/research/rs264.pdf  . 

       2.Policy Concerns. This bill would require state agencies, prior to  
         seeking regulatory action, to make a number of specified findings and  
         determinations on the impact of the proposed regulations on small  
         business.  However, it is not clear if state agencies have the  
         resources or expertise to make some of the findings and  
         determinations required by this bill.  While it may be fairly simple  
         to identify and estimate the number of small businesses affected by a  
         proposed regulation, agencies may not have the expertise or access to  
         information to determine small business' estimated average cost of  
         compliance for the proposed action.  Similarly, the bill requires the  





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         economic impact statement to include "less burdensome" compliance,  
         reporting requirements, compliance schedules, or deadlines for small  
         business, but does not provide any guidance as to what that means, or  
         how the agency or small business community can determine what is  
         "less burdensome."   

         Additionally, the bill does permit state agencies to use information  
         gathered from small businesses to make the findings and  
         determinations required by the bill, but if agencies do not have the  
         expertise to evaluate the provided information, there is no way for  
         them to determine whether small business is providing them accurate  
         and truthful information on the impact of the proposed regulatory  
         action.   This may lead to agencies receiving false and misleading  
         information and using that incorrect information develop statewide  
         regulations.

         To address these policy concerns, the Author may wish to consider  
         amendments to scale down some of the findings and declarations  
         required by this bill and/or further clarify how, in practice, the  
         provisions of this bill will work.

       3.Related Legislation.   AB 2854  (Mendoza, 2008) would have required,  
         upon available funding, the Office of the Small Business Advocate  
         (Advocate) to create a one-stop website for small business-related  
         announcements and funding opportunities offered by state agencies.   
         The measure was vetoed by the Governor.
         
          AB 2330  (Arambula, Chapter 232, Statutes of 2006) required the Office  
         of the Small Business Advocate to examine, October 1, 2007, the costs  
         of state regulations on small businesses, as specified.  

          AB 3058  (Assembly Committee on Jobs, Economic Development, and the  
         Economy, Chapter 233, Statutes of 2006) required the Office of the  
         Small Business Advocate, in cooperation with the Office of Emergency  
         Services and the Department of Industrial Relations, to develop a  
         web-based handbook for small businesses on emergency preparedness,  
         emergency response, and recovery strategies. 

          SB 1436  (Figueroa, Chapter 234, Statutes of 2006) enhanced the  
         state's technical assistance to small businesses by improving the  
         state's Internet information for small businesses and requiring the  
         designation of agency-level small business liaisons.  

       4.Arguments in Support.  A number of organizations are in support of  
         this bill (see Support listed below) because it will require state  
         agencies to solicit the input of small business before pursuing  





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         regulations; regulations which may be costly and burdensome and  
         adversely impact a small business' ability to thrive and compete, and  
         require agencies to submit a detailed economic impact statement that  
         includes less stringent alternatives for small businesses.  They  
         believe that by requiring agencies to work in closer coordination  
         with small business owners, they will be able to help mitigate the  
         disparate regulatory costs on small businesses.

       5.Arguments in Opposition.  The  California Labor Federation  opposes  
         this measure  as they believe it would "slant the regulatory process  
         even more in favor of employers and business interests, at the  
         expense of workers" and that there is no evidence that regulations  
         have a disproportionate impact on small businesses or that the  
         existing regulatory process marginalizes small businesses.  They  
         state there is no equivalent requirement for reviewing a regulation's  
         impact on workers or explaining why a regulation that would have  
         afforded workers greater protection was rejected.  The California  
         Labor Federation acknowledges that businesses are hurting in this  
         economy, but the solution is not to water down workplace protections  
         in regulatory process that favors business and ignores the interests  
         of workers. 

         The  Consumer Federation of California (CFC)  and the  Sierra Club  
         California  also oppose 
         this measure as they believe it would pile a host of expensive and  
         time consuming new requirements on any agency considering adopting,  
         amending or repealing a regulation.  They assert agencies would be  
         required to consider, and to justify not adopting wholesale  
         exemptions and loopholes for small business and that many of the  
         bill's provisions offer multiple litigation opportunities for parties  
         wishing to delay or negate the regulatory process.

       
       SUPPORT AND OPPOSITION:
       
        Support:  

       California Small Business Association (Co-Sponsor) 
       National Federation of Independent Business (Co-Sponsor)
       Acclamation Insurance Management Services
       American Council of Engineering Companies- California
       Apex Envirotech, Inc.
       California Chamber of Commerce
       California Black Chambers of Commerce
       California Hispanic Chambers of Commerce
       California Association of Competitive Telecommunications Companies  





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       (CALTEL) 
       California Association of Health Facilities
       California Automotive Business Coalition (CalABC)
       California Chapter of the American Fence Contractors' Association
       California Construction Industry Materials Association
       California Council American Society of Landscape Architects
       California Dump Truck Owners Association
       California Farm Bureau Federation
       California Fence Contractors' Association
       California Hospital Association
       California Hotel & Lodging Association
       California Metals Coalition
       California Independent Grocers Association
       California Independent Oil Marketers Association
       California Manufacturers' & Technology Association
       California Restaurant Association
       California Service Station and Automotive Repair Association
       Engineering Contractors' Association
       Flasher/Barricade Association
       Greater San Fernando Valley Chamber of Commerce
       Independent Waste Oil Collectors
       Marin Builders' Association
       Metal Finishing Association of Southern California
       National Association of Women Business Owners- California
       Small Business Action Committee
       Small Business California
       TechAmerica
       Western Growers Association
       Valley Industry Commerce Association (VICA)

         Opposition:  


       Amalgamated Transit Union
       California Conference of Machinists
        California Labor Federation
       California Teamsters Public Affairs Council
       Consumer Federation of California
       Engineers and Scientists of California
       IFPTE Local 21
       International Longshore and Warehouse Union
       Sierra Club California
       Strateic Committee of Public Employees, Laborers' International  
       Union of North America
       UNITE HERE!
       United Food and Commercial Workers Union, Western States Council





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       Consultant:Sieglinde Johnson