BILL ANALYSIS                                                                                                                                                                                                    






                 Senate Committee on Labor and Industrial Relations
                               Mark DeSaulnier, Chair

          Date of Hearing: April 14, 2010              2009-2010 Regular  
          Session                              
          Consultant: Alma Perez                       Fiscal:Yes
                                                       Urgency: No
          
                                  Bill No: SB 1211
                              Author: Romero and Dutton
                          Version: As amended April 8, 2010
          

                                       SUBJECT
          
            Unemployment insurance: benefits: eligibility: overpayments:  
                                 elected officials. 


                                      KEY ISSUE

          Should the Legislature prevent elected officials from collecting  
          unemployment insurance (UI) benefits after they lose or leave  
          their public seats? 

          Should the Legislature create a policy for the recovery of  
          unemployment compensation benefits if these were received by an  
          elected official who by law is prohibited from receiving UI  
          benefits based on his or her work as an elected official?
          

                                       PURPOSE
          
          To authorize the director of the Employment Development  
          Department to recover overpayments of unemployment compensation  
          benefits, unlawfully received by an elected official.  


                                      ANALYSIS
          
           Existing law  establishes the Unemployment Insurance (UI) program  
          administered by the Employment Development Department (EDD).   
          The UI program is a federal-state program that provides weekly  
          unemployment insurance payments to eligible workers who lose  
          their jobs through no fault of their own. The UI program is  
          financed by employers who pay unemployment taxes on the first  









          $7,000 in wages paid to each employee in a calendar year.   

          To be eligible for unemployment insurance benefits an applicant  
          must meet specific eligibility requirements that include:
                 Having received enough wages during the base period to  
               establish a claim;
                 Being totally or partially unemployed;
                 Being unemployed through no fault of his/her own;
                 Being physically able to work, be seeking work, and be  
               immediately available to accept work;
                 Meeting eligibility requirements for each week benefits  
               are claimed; and
                 Being approved for training before training benefits are  
               paid. 
           
          Under existing law,  "employment" is defined for purposes of  
          funding and establishing eligibility under the Unemployment  
          Insurance program. With respect to certain public entities, the  
          definition of "employment" exempts service performed by an  
          individual in the exercise of his or her duties as:
                 An elected official;
                 An election official or election worker, if not expected  
               to earn at least $1,000 in a calendar year;
                 A member of a legislative body or the judiciary of a  
               state; 
                 A member of the State National Guard or Air National  
               Guard;
                 An employee hired on a temporary basis in case of fire,  
               storm, snow, earthquake, flood, or other similar emergency;
                 An official in a major nontenured policymaking or  
               advisory position;
                 A policymaker or in an advisory position whose duties do  
               not require more than eight hours per week, as specified;  
               among others. 

           Under existing law,  any person who receives an overpayment of  
          unemployment compensation benefits is liable for the amount  
          overpaid, unless a specified criterion applies.  Existing law  
          also allows the director of EDD to take specified steps to  
          recover overpayment of unemployment compensation benefits,  
          including a civil action against the liable person within one  
          year after certain actions have been taken.  EDD is required to  
          Hearing Date:  April 14, 2010                            SB 1211  
          Consultant: Alma Perez                                   Page 2

          Senate Committee on Labor and Industrial Relations 
          








          send out a notice of overpayment to a UI claimant who received  
          benefits that he or she was not eligible to receive.  The notice  
          of overpayments shows the amount of the overpayment and  
          penalties, if any, explains why the claimant was overpaid and  
          provides information on appeal rights.  EDD classifies  
          overpayments into the following two categories:

                 Non-Fraud: When a claimant receives benefits to which he  
               or she was not entitled but he or she was not at fault.  In  
               some cases, EDD can consider a waiver of the overpayment if  
               it was a result of a non-fraudulent action, and the  
               claimant would not be liable for the overpaid amount.  

                 Fraud: Knowingly giving false information or withholding  
               information in order to receive benefits that the claimant  
               would not otherwise be eligible for.  With a fraud  
               overpayment, the claimant is assessed a penalty in the  
               amount of 30 percent of the amount of the overpayment and a  
               false statement disqualification of 5 to 23 weeks.  Fraud  
               overpayments and penalties must be repaid.   

           Existing law  also permits the director of EDD to initiate  
          summary judgment proceedings against a liable person to recover  
          overpayment of unemployment compensation benefits due to fraud,  
          misrepresentation, or willful nondisclosure on the part of the  
          recipient.  EDD is authorized to deduct the money owed from  
          future weekly unemployment or state insurance benefits, reduce  
          or totally withhold state income tax refunds, lottery winnings,  
          or any other money owed by the state.  And lastly, existing law  
          also permits the director of EDD to file a claim against the  
          claimant in court, charge court costs and interest, and record a  
          lien on the claimant's property. 


           This Bill  would require the director of EDD to find that an  
          individual has been overpaid unemployment insurance benefits if  
          the individual was an elected official and his or her UI claim  
          was based solely on income solely derived from his or her  
          employment as an elected official.  Specifically, this bill  
          would: 

                 Deem a UI claimant, who is found to have been overpaid  
          Hearing Date:  April 14, 2010                            SB 1211  
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               UI benefits based on his or her income as an elected  
               official, liable for the overpaid amount and ineligible for  
               any waiver of the amount due.

                 Authorize the director of EDD to initiate a civil action  
               against the claimant for the recovery of the overpayment,  
               within a specified time, and would authorize the director  
               to initiate summary judgment proceedings against such a  
               person to recover the overpayment amount due, including any  
               penalties assessed on the claimant's overdue amount.

                 Require that EDD, not later than July 1, 2011, adopt  
               regulations to clarify that the Unemployment Insurance Code  
               excludes elected officials from coverage under the  
               unemployment compensation system for purposes of benefit  
               eligibility.

                 Require that EDD revise current language in the  
               California Employment Guide to state that an elected  
               official is not eligible to collect UI benefits based on  
               income earned from his or her service as an elected  
               official. 


                                      COMMENTS
          
          1.  Need for this bill?

            In 2009, a former city of Rosemead councilmember who did not  
            win re-election in the March 2009 election applied for, and  
            received, unemployment insurance benefits in direct violation  
            of the law which excludes elected officials from receiving  
            this benefit.  There appears to be some confusion as to  
            whether this exclusion applies to elected city officials as  
            well as state officials.  This bill would ensure that similar  
            misunderstandings are prevented in the future by authorizing  
            the director of EDD to find that an individual was overpaid UI  
            benefits if these were provided as a result of his or her work  
            as an elected official, and if so, allow EDD to begin actions  
            to recover the overpaid benefits.  In addition, this bill  
            would require EDD to update its regulations and California's  
            Employment Guide in order to clearly specify that elected  
          Hearing Date:  April 14, 2010                            SB 1211  
          Consultant: Alma Perez                                   Page 4

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            officials are not eligible to receive UI benefits based on  
            income earned from his or her service as an elected official. 

          2. Proponent Arguments  :
            
            According to the authors, the duties of an elected official  
            are to serve the public and prudently manage the public's  
            resources.  The authors believe this bill is necessary to  
            ensure that elected officials at all levels of government in  
            California are not eligible to receive unemployment benefits  
            in relation to their service in public office.  Furthermore,  
            proponents argue that elected officials have been placed in  
            office through the will of the voters and should not be  
            entitled to any unemployment related benefits should they be  
            removed from office either by voters or due to term limits.  

            In addition, proponents argue that as California struggles  
            toward economic recovery and millions remain unemployed, we  
            need to be certain that the limited resources of unemployment  
            insurance benefits will be held in reserve for the displaced  
            workers who truly need them.  The authors believe this measure  
            empowers EDD to automatically take action to recover future  
            unemployment payments if they were incorrectly paid to elected  
            official.  Lastly, the authors believe this bill is entirely  
            consistent with the spirit and the letter of the law, and is  
            geared toward preventing both inadvertent mistakes and  
            deliberate abuse of the system set up solely for the  
            protection of California's workers.

          3.  Opponent Arguments  :

            None received to date.


                                       SUPPORT
          
          California Special Districts Association (CSDA) 
          City of Rosemead 
          

                                     OPPOSITION
          
          Hearing Date:  April 14, 2010                            SB 1211 
          Consultant: Alma Perez                                   Page 5

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          None received to date. 


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          Hearing Date:  April 14, 2010                            SB 1211  
          Consultant: Alma Perez                                   Page 6

          Senate Committee on Labor and Industrial Relations