BILL ANALYSIS                                                                                                                                                                                                    



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          Date of Hearing:   June 22, 2010

          ASSEMBLY COMMITTEE ON JOBS, ECONOMIC DEVELOPMENT AND THE ECONOMY
                               V. Manuel Perez, Chair
                      SB 1084 (Liu) - As Amended:  June 1, 2010

           SENATE VOTE  :   22-13
           
          SUBJECT  :   California Economic Security Task Force

           SUMMARY  :   Authorizes the establishment of the 13-member  
          California Economic Security Task Force (Task Force) for the  
          purpose of analyzing and developing a strategy to increase self  
          sufficiency and reduce poverty in California by 50% by 2020.   
          Specifically,  this bill  : 

          1)Authorizes, based on sufficient private funds becoming  
            available, the establishment of the Task Force, which shall  
            undertake the development of an interim (July 1, 2012) and  
            final report (July 1, 2013) that includes the following:

             a)   A review of current rates of economic security, as  
               defined.

             b)   An inventory and prescribed assessment of state programs  
               targeted at increasing individual and family economic  
               security and reducing poverty.

             c)   Recommendations on how to:

               i)     Maximize the effectiveness of state programs and  
                 services with the objective of reducing poverty in the  
                 state by 50% by 2020; and

               ii)    Create a self-sustaining entity to lead and  
                 coordinate the state's efforts to reduce poverty  
                 including providing detail on its structure, funding and  
                 needed statutory changes.

          2)Requires that the recommendations be politically viable,  
            fiscally responsible, and contain an implementation strategy,  
            a cost/savings estimate and a quantification of the number of  
            individuals that would benefit.

          3)Defines economic security to mean having the income necessary  








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            to cover basic needs using the California Family Economic  
            Self-Sufficiency Standard Index and the California Elder  
            Economic Security Standard Index.

          4)Specifies that the Task Force include the following members or  
            their designee:

             a)   Two State Senators appointed by the Senate Rules  
               Committee, one of whom must be a member of the minority  
               party;

             b)   Two Assembly Members appointed by the Speaker of the  
               Assembly, one of whom must be a member of the minority  
               party;

             c)   A representative from the County Welfare Directors  
               Association;

             d)   A large business representative appointed by the Senate  
               Rules Committee;

             e)   A small business representative appointed by the Speaker  
               of the Assembly;

             f)   Four individuals, appointed by the Governor,  
               representing nongovernmental entities that provide  
               benefits, services or advocacy to people living in poverty  
               including women, children, youth, seniors, working families  
               and the homeless;

             g)   A rural resident appointed by the Speaker of the  
               Assembly and an urban resident appointed by the Senate  
               Rules Committee.  Both of these individuals shall have  
               household incomes below the federal poverty threshold; and

             h)   The Secretary of the California Health and Human  
               Services Agency, who shall be a nonvoting member.

          5)Specifies that the members of the Task Force serve without  
            compensation, however, to the extent funding is available,  
            members may be reimbursed for Task Force expenses.

          6)Sunsets the Task Force on July 1, 2013.

           EXISTING LAW  :








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          1)Establishes various federal and state social service programs  
            that provide cash assistance, training and other benefits to  
            qualified low-income families and individuals, including but  
            not limited to the Supplemental Nutrition Assistance Program,  
            National Food Lunch Program, National School Breakfast  
            Program, Child and Adult Care Food Programs, Healthy Families,  
            McKinney-Vento Homeless Assistance Grants, Head Start, and  
            CalWORKS.

          2)Establishes various federal, state and local education,  
            training and related workforce development programs that  
            provide basic education, skill assessment, employment  
            training, and job placement services to qualified individuals  
            and businesses including the Employment Training Panel,  
            California Workforce Investment Board, local workforce  
            investment boards, Jobs Services Program, Community Colleges,  
            and the K-12 school system. 

          3)Establishes the biennial California Economic Strategy Panel  
            (Panel), chaired by the Labor and Workforce Development Agency  
            (L&WD) Secretary, for the purpose of developing an overall  
            state economic vision and state economic development strategic  
            plan (Plan) that can guide public policy, including the  
            examination of the state's economic regions, industry  
            clusters, and cross-regional economic issues.  

           FISCAL EFFECT  :   According to the Senate Appropriations  
          Committee analysis, implementation of this bill would have no  
          cost to the General Fund.  The bill provides that it will be  
          funded through private donations.

           COMMENTS  :  

           1)Author's purpose  :  Poverty threatens the state's economic  
            health by reducing the tax base, impeding the growth of an  
            educated workforce, and increasing costs for health care,  
            criminal justice, and social services programs. Currently, the  
            state dedicates significant resources to many programs aimed  
            at reducing poverty and increasing economic security among  
            residents. Yet, these programs are spread across many state  
            and county agencies, limiting coordination and overall  
            efficiency.  SB 1084 would establish a task force with the  
            purpose of compiling an inventory of statewide antipoverty  
            programs and creating a comprehensive statewide plan to reduce  








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            poverty and increase economic security. 

            Any effort to improve the economic status of Californians  
            cannot just be focused on government programs alone.  
            Therefore, overcoming poverty requires the collaboration of  
            multiple sectors and stakeholders, including legislators,  
            public agencies, businesses, and nonprofit organizations all  
            of which will participate in the Task Force. 

            In addition, this bill does not require the state to fund the  
            Task Force or any of its operations. Instead, the Task Force  
            will be funded and will receive in-kind contributions from  
            philanthropic and private donors. 

           2)The California economy and the working poor  :  California is  
            one of the largest and most diversified economies in the world  
            with a state gross domestic product of over $1.8 trillion in  
            2008.  The efforts of its 38 million people resulted in having  
            the eighth largest economy in the world, ahead of such  
            countries as Spain ($1.4  trillion), Canada ($1.3 trillion),  
            and Brazil ($1.3 trillion).   

            Historically, the state's businesses and workers have played  
            significant roles in the global marketplace.  Some of  
            California's strongest economic qualities include its  
            strategic west coast location; its economically diverse  
            regional economies; its access to a wide variety of venture  
            and other private capital; its broad base of small- and  
            medium-sized businesses; its culture of innovation and  
            entrepreneurship; and its large, ethnically diverse  
            population, representing both a ready workforce and  
            significant consumer base.   

            The chart to the left, prepared by the California Employment  
            Development Department, provides detail on California's  
            largest industry sectors in 2008 including the total number of  
            jobs and percentage of state employment.    

            Businesses in this century face increasing challenges to  
            maintaining global and domestic competitiveness, including  
            providing a skilled workforce to support the changing needs of  
            business and maintaining cost-effective productivity in the  
            face of lower safety and wage standards in emerging foreign  
            markets.  
            Workers and communities are being affected from both the  








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            direct and indirect impact of loss of jobs and, in some  
            instances, the total shift of an industry sector out of  
            California, as in the 18,800 jobs at-risk with the closure of  
            NUMMI automotive assembly plant in May 2010.  

            In 2008, 14.6% of the population lived in a household with an  
            income below the federal poverty line of $22,000 a year.  This  
            reflects a statistically significant increase from 2007 when  
            12.7% of Californians were reported to be living in poverty.   
            The chart to the left further illustrates the change in job  
            growth between certain industry sectors and the relevance of  
            those shifts to worker wage rates since the beginning of the  
            century. 
             
            Significant drops in consumer spending during the recession  
            have also led to greater workforce reductions and business  
            bankruptcies across the state.  For much of 2009, the number  
            of unemployed workers rose 40,000 to 60,000 per month, and the  
            year ended with 2.25 million people officially identified as  
            unemployed (excludes those that have stopped looking for work,  
            among others).  In May 2010 the seasonally adjusted state  
            unemployment rate was 12.4%, a slight improvement over April's  
            unemployment rate of 12.5%, but still representing 2.27  
            million unemployed California workers. 

            While some economists believe California may have emerged from  
            the recession, there is little disagreement among economic  
            forecasters that unemployment in the state is expected to  
            remain above double digits throughout 2010, 2011 and into the  
            first quarter of 2012.  Jobs are expected to recover to their  
            pre-recession peak in the first half of 2013; however,  
            unemployment rates are likely to remain above 8% in the state  
            through much of 2014.  

            The recession has impacted and will likely continue to impact  
            most Californians for the next few years as unemployment and  
            related consumer spending result in a slow flat recovery.   
            Individuals and families living on combined household incomes  
            below $22,000, the federal poverty threshold, will have been  
            and will be especially hard hit in the coming years.  

            For perspective, consider that a person working full time at a  
            minimum wage job makes an annual gross income of less than  
            $17,000 a year.  In 2008, of the 5.3 million Californians  
            living on incomes below the federal poverty line, over 80% of  








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            the family households had at least one member working a  
            portion of the year.  This is why individuals living on  
            poverty level incomes are increasingly called the working  
            poor.  

            A Duke University study released in January 2010 projected  
            that 2.7 million children, or 27% of California's youth  
            population, are living in poverty.  For children in Los  
            Angeles, the estimate is 35% of all children.  Similar to the  
            estimates on the state's macro economy, the study estimates  
            that childhood poverty rates will peak in the next 12 months  
            and then slowly start to recede by 2012 (but remaining higher  
            than they were pre-recession).  

           3)Defining a framework for increasing self sufficiency in the  
            next economy  :   In defining the post-recession economy, think  
            tanks, such as the Brookings Metropolitan Policy Program,  
            encourage policy makers to recognize that coming out of the  
            recession does not mean a return to the past economic  
            structures.  The post-recession economy, they say, will be  
            fundamentally different in four key ways.  First, the next  
            economy will be led by metropolitan areas - not nations and  
            not states.  The economy is expected to be more export  
            oriented and driven by new, lower-carbon energy sources.   
            Lastly, the post-recession economy will be based on a high  
            level of global innovation, which will require "a relentless  
            pace of innovation, adaptation, and embracement of new markets  
            and processes."  California metropolitan areas must have the  
            ability to compete within a network of more sophisticated,  
            digitally linked, and globally-connected metropolitan  
            economies.  

            In designing the ways in which government can help to support  
            the post-recession economy, it may be important that the  
            framework include a process whereby those that currently live  
            in poverty have a clearer path toward self sufficiency.   
            Failing to address the growing number of individuals living  
            below federal poverty thresholds, especially children who will  
            be the leaders and workers of the future, could impair the  
            global competitiveness of the state's metropolitan areas as  
            resources continued to be diverted to the secondary impacts of  
            poverty, such as poor health outcomes, increased crime rates,  
            and an inadequately prepared workforce.  Further, given the  
            greater importance of metropolitan areas and regions in the  
            state's overall global competitiveness, policy makers may need  








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            to develop strategies and provide resources to strengthen the  
            local capacity. 

            This bill, as proposed to be amended, would be the first to  
            comprehensively link poverty alleviation with workforce  
            development and entrepreneurship.  [A similar public policy,  
            although more limited in scope, was pursued in AB 2004 (Beall)  
            as it applies to the use of Department of Social Services  
            moneys and workforce training.]  SB 1084 calls for a Task  
            Force to develop a specific set of recommendations to move  
            individuals and families out of poverty and toward self  
            sufficiency.  

            In moving forward in the new community development-based self  
            sufficiency paradigm, the state would be working in tandem  
            with changes in the private sector.  As an example, the  
            financial sector has already begun to shift some of its  
            investments toward products and companies that provide triple  
            bottom line benefits (economic, social, and environmental).   
            This move among investors is not because they have become  
            philanthropic organizations; rather new research has  
            empirically demonstrated that fundamental interconnections  
            between people, business, and the environment can lead to  
            wealth creation.   The nation's two largest public pension  
            funds, the California Public Employees Retirement System and  
            the California State Teachers Retirement System, both have  
            targeted investment policies for historically financially  
            underserved areas, representing hundreds of millions of  
            dollars in annual new investments.  The state can play an  
            important role in setting policies and supporting programs  
            that lead to greater private sector investment in poor  
            communities and increasing access to education and training  
            that can lead to greater individual self sufficiency.

            The persistent poverty in many metropolitan regions and the  
            growing number of working poor challenge traditional models of  
            community development.  SB 1084 proposes a new path guided by  
            the goal of self sufficiency and designed to provide lasting  
            benefits for all Californians.

           4)Moving toward self sufficiency  :   Sometimes definitions can  
            stand in the way of good public policy.  In this case, the  
            federal definition of poverty, used by a broad variety of  
            public programs, routinely underestimates the number of  
            individuals and families who live on incomes that are clearly  








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            insufficient to cover minimal costs of survival.  The federal  
            formula is based on a 1963 methodology used by the U.S. Census  
            to determine the cost of a "minimal food diet" multiplied by  
            three.  This methodology grew out of a 1950's notion that a  
            typical household spends approximately one-third of the  
            household income on food.  
           
             Moving forward to our modern day, it is likely that many  
            families spend more than one-third of their monthly income on  
            food, especially in the case of lower income households.   
            Underestimations of what constitutes "poverty" hinder policy  
            makers' ability to grasp the depth and breadth of the income  
            gap in California, which then limits the ability of policy  
            makers to propose realistic steps to alleviate poverty and  
            maximize human resources.

            SB 1084, as proposed to be amended, addresses this issue by  
            setting a target that moves beyond the issue of poverty and  
            looks towards a goal of self sufficiency.  A key tool  
            identified in the bill is the California Family Economic  
            Self-Sufficiency Standard Index and the California Elder  
            Economic Security Standard Index.  These indices measure how  
            much income is actually needed, on a per-county level, for an  
            individual and family to adequately meet its minimal basic  
            needs.  The index builds on a more comprehensive, locally  
            relevant, set of costs including the cost of housing, food,  
            child care, out-of-pocket medical expenses, and  
            transportation, among others.

            As a comparison, the federal poverty limits exclusively use  
            food costs as a determinant of whether household income is  
            sufficient and does not include the other elements contained  
            in the California indices described above.  Federal poverty  
            limits are also nationally based; only Hawaii and Alaska have  
            their own poverty limits.  Clearly, it does not cost the same  
            to live in California as Iowa, nor are the minimal living  
            costs the same in San Francisco as in Calexico.  SB 1084  
            proposes the state use the more refined set of data from the  
            California indices in addressing the needs of people living in  
            lower income households and developing a set of  
            recommendations to move them out of poverty, including actions  
            related to employment development and entrepreneurship.

           5)Potential impact of the Task Force  :  When new task forces  
            and/or commissions are recommended, there is sometimes a  








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            concern that the expected outcomes are unclear and the  
            measurement of success has not been defined.  This is not a  
            concern with SB 1084.  
           
             SB 1084 sets a clear goal of reducing poverty in California by  
            50% by 2020 and requires the recommendations put forward be  
            politically viable, fiscally responsible, contain an  
            implementation strategy, a cost/savings estimate, and a  
            quantification of the number of individuals that would  
            benefit.

            Practical examples of what could be an outcome from the bill  
            would be a recommendation on how the state can better assist  
            currently qualified individuals to access $3.7 million in food  
            stamps, schools to receive $600 million to provide hot lunches  
            and breakfasts to currently eligible students, or $500 million  
            to currently eligible low-income families from the federal  
            Earned Income Tax Credits.   Another recommendation could  
            address barriers faced by youth from lower income households  
            to prepare for and attend institutions of higher education and  
            workplace training programs, as well as gaining the skills  
            necessary to start and be successful in their own business.

           6)Potential amendments  :  Staff understands the author will be  
            offering a number of amendments to clarify the purpose of the  
            measure.  Among other items, the amendments:

             a)   Add legislative intent relating to state poverty and  
               goal to reduce current poverty rates by 50%.

             b)   Clarify that only the Legislative members may send  
               designees.

             c)   Revises the process for establishing the chairperson of  
               the Task Force.  

             d)   Adds the Secretary of Labor and Workforce Development  
               Agency as an advisor to the Task Force.

             e)   Expands the types of materials to be considered while  
               developing the recommendations including materials related  
               to workforce development and entrepreneurship.

             f)   Requires state departments to provide information to the  
               Task Force in electronic form, to the extent it is  








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               available.

             g)   Expands the mandatory elements of the reports to include  
               each recommendation's impact on regional economies.

             h)   Expands the types of information to be included in the  
               inventory of programs by requiring information on how the  
               poverty alleviation and self sufficiency programs link to  
               create a cost effective and comprehensive network and how  
               each of the programs measures success.

             i)   Limits Task Force member reimbursements to actual travel  
               expenses.

             j)   Makes other related and conforming changes.

           7)Related legislation and other legislative actions  : The  
            following is a list of bills that passed in a prior session or  
            were introduced in this session.

              a)   AB 56 (Ma) - Secretary to End Poverty  :  This bill would  
               have created a cabinet-level Secretary to End Poverty who  
               had the responsibility to review all anti-poverty programs  
               within the state and determine whether or not they were  
               operating in an efficient and effective manner.  Status:   
               The bill was held in Assembly Appropriations Committee in  
               2007-08 Legislative Session.

              b)   AB 690 (Jones) - 2007 Child Poverty Reduction Goal :   
               This bill would have declared that it is the goal of the  
               Legislature to reduce childhood poverty by one half by  
               January 1, 2018 and to eliminate it entirely by January 1,  
               2028.  The bill would have required the Department of  
               Finance to report, as part of the annual budget process, on  
               how the Governor's Budget proposal would impact the state's  
                                           goal of reducing childhood poverty and required the  
               Legislative Analyst to analyze the report.  Status:  The  
               bill was held in Senate Appropriations Committee in 2007-08  
               Legislative Session.

              c)   AB 1118  (Jones) - California Child Poverty Council  :   
               This bill would have created the California Child Poverty  
               Council for the purpose of developing a comprehensive plan  
               for reducing child poverty in California by 50% by January  
               1, 2017 and eliminate it completely by January 1, 2027.   








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               Status:  The bill was held in Assembly Appropriations  
               Committee in 2007-08 Legislative Session.

              d)   AB 2004 (Beall) - Social Services Funds to Support  
               Workforce Training  :  The bill would have instructed the  
               Department of Social Services to provide guidelines to the  
               counties on how they may spend the $1.2 billion in federal  
               relief that had not yet gone out to the counties.   
               Requirements for the funds were limited to reductions in  
               CalWorks caseload.  The bill proposed training joint powers  
               agencies for small counties, providing technical  
               assistance, and supporting youth programs with the funds  
               which were not counted against the parents CalWorks grant.   
               Status:  The bill was held in Assembly Appropriations  
               Committee in 2009-10 Legislative Session.
           
             e)   AB 2556 (Jones) - 2006 Child Poverty Reduction Goal  :   
               This bill would have declared that there is a legislative  
               goal to eliminate child poverty by January 1, 2026 and  
               required the Department of Finance and the Legislative  
               Analysts to report on the impact of the Governor's proposed  
               budget on the goal of reducing child poverty.  Status:  The  
               bill was vetoed by the Governor in the 2005-06 Legislative  
               Session.

              f)   SJR 15 (Alarc?n) - Revise Calculation of Federal Poverty  
               Levels  :  This resolution memorialized the President and  
               Congress to establish a better calculation for determining  
               the federal poverty level.  The new model was required to  
               be built upon existing models           which better  
               reflect geographic costs of housing, child care, health  
               care and transportation.  Status:  The resolution was  
               adopted in the 2009-10 Legislative Session.
           
           8)Double Referral  :  The Assembly Committee on Rules has referred  
            this measure to both the Assembly Committee on Jobs, Economic  
            Development and the Economy and the Assembly Human Services  
            Committee (HS).  Should this measure pass JEDE, it will be  
            referred to HS for further policy consideration.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Welfare Directors Association (joint sponsor)








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          Insight Center for Community Economic Development  (joint  
          sponsor)
          Western Center on Law and Poverty (joint sponsor)
          The Women's Foundation of California (joint sponsor)
          American Academy of Pediatrics-California
          Asset Building Strategies  
           Aging Services of California
          Board of Supervisors - County of Sacramento
          Board of Supervisors - County of San Luis Obispo
          Board of Supervisors- County of Yolo
          Butte County Department of Social Services
          California Alliance for Retired Americans
          California Church IMPACT
          California Partnership
          California Small Business Association
          California State Association of Counties 
          California/Nevada Community Action Partnership
          Catholic Charities of California United
          Center on Policy Initiatives
          Central California Area Social Service Consortium 
          Children's Defense Fund - California
          City Council of San Luis Obispo
          Community Coalition
          Congress of California Seniors
          Chair of Contra County Board of Supervisors, John Gioia
          First 5 San Luis Obispo County
          Food Bank Coalition of San Luis Obispo County
          Fremont Family Resource Center
          Grassroots Leadership Network of Marin 
          Jericho
          Jewish Family Service
          La Hermandad Hank Lacayo Youth & Family Center
          Long Beach Community Action Partnership
          Lutheran Office of Public Policy - California
          MomsRising
          National Association of Social Workers-California
          National Senior Citizens Law Center
          Parent Voices
          Riverside County Department of Public Social Services
          San Luis Obispo County Department of Social Services
          Santa Barbara County Department of Social Services
          Santa Barbara Women's Political Committee
          Senior Community Centers
          Stanislaus County Community Services Agency
          St. Mary's Center 








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          United Way of California
          United Way of the Bay Area
          Wider Opportunities for Women
          Women at Work
          Women's Initiative - East Bay
          Women's Initiative - North Bay
          Women's Initiative - Silicon Valley
           
            Opposition 
           
          None received


           Analysis Prepared by  :    Toni Symonds / J., E.D. & E. / (916)  
          319-2090