BILL ANALYSIS                                                                                                                                                                                                    �






                 Senate Committee on Labor and Industrial Relations
                                 Ted W. Lieu, Chair

          Date of Hearing: July 3, 2012                2011-2012 Regular 
          Session                              
          Consultant: Gideon L. Baum                   Fiscal:Yes
                                                       Urgency: No
          
                                   Bill No: AB 975
                                     Author: Ma
                      As Introduced/Amended: February 18, 2011
          

                                       SUBJECT
          
                        Professional employer organizations.


                                      KEY ISSUE

          Should the Legislature specifically recognize and regulate 
          Professional Employer Organizations (PEOs)?
          

                                       PURPOSE
          
          To allow for a vehicle for further discussions on how to 
          recognize and regulate Professional Employer Organizations for 
          the purposes of the remittance of payroll taxes, workers' 
          compensation coverage requirements, and compliance with 
          California Labor Law, including wage and hour issues and safety 
          and health requirements at the worksite.


                                      ANALYSIS
          
           Existing law  defines "leasing employers", also known as 
          Professional Employer Organizations (PEOs), as employing units 
          that supply workers to perform services for the client, as well 
          as to perform the following functions: 
             
             a)   Negotiate with clients or customers for such matters as 
               time, place, type of work, working conditions, quality, and 
               price of the services;
             b)   Determine assignments or reassignments of workers, even 
               though workers retain the right to refuse specific 









               assignments;
             c)   Retain the authority to assign or reassign a worker to 
               other clients or customers when a worker is determined 
               unacceptable by a specific client or customer;
             d)   Assign or reassign the worker to perform services for a 
               client or customer;
             e)   Set the rate of pay of the worker, whether or not 
               through negotiation;
             f)   Pay the worker from their own account or accounts;
             g)   Retain the right to hire and terminate workers.

          (Labor Code �201.3/Unemployment Insurance Code �606.5)

           Existing law  requires that when questions arise on if a PEO is 
          an employer or not, those questions must be determined under 
          common law rules applicable in determining the employer-employee 
          relationship  unless the entity performs all of the above 
          functions.   If the PEO  does not  perform all of the above 
          functions,  the client is the employer  .
           
          This bill  would provide a vehicle for future discussions on how 
          to recognize and regulate Professional Employer Organizations.


                                      COMMENTS

          
          1.  What are Professional Employer Organizations?

             The concept of the leasing employer, or Professional Employer 
            Organization (PEO), first developed in the 1970s.  As 
            originally developed, the PEO business model involved a client 
            terminating its entire workforce, a leasing company employing 
            that workforce, and then the leasing company providing that 
            same workforce back to the client as leased employees.  With 
            AB 975, the goal would be to provide a vehicle for discussions 
            on the possibility of creating a regulatory framework that 
            recognizes PEOs would regulate the bifurcation of employer 
            responsibilities between the business employer and the PEO.  

            The idea behind the PEO model is that the client is freed from 
            the day-today responsibilities of running a business, while 
          Hearing Date:  July 3, 2012                              AB 975  
          Consultant: Gideon L. Baum                               Page 2

          Senate Committee on Labor and Industrial Relations 
          








            the PEO is able to provide services to the client and the 
            covered employee through economies of scale.  Unlike 
            traditional temporary service employers, the use of a PEO and 
            covered employees was not temporary or seasonal, but rather 
            the PEO would be a permanent third party in the operation of 
            the business.

            This model has historically been problematic.  As the 2002 
            National Association of Insurance Administrators (NAIA) - 
            International Association of Industrial Accident Boards and 
            Commissions (IAIABC) report stated:

                There are many reasons for entering into employment 
                services outsourcing agreements.  Many businesses become 
                employment services outsourcing clients because they find 
                it to be an efficient way to obtain high quality 
                administrative services?.  However, other employment 
                services outsourcing arrangements have been  motivated by 
                factors ranging from exploitation of loopholes in rating 
                rules to outright fraud.
             
            According to the Employment Development Department (EDD), 
            there are currently 1,200 to 1,800 PEOs operating in 
            California.





          2.  How Does California Currently Define the Employer-Employee 
            Relationship?  

            Generally, California utilizes a common law definition for 
            enforcement issues surrounding employer-employee 
            relationships, which defines someone as an employer if he or 
            she can control what will be done and how it will be done.  
            This includes wages, hours, and working conditions.  The 
            individual who is under the employer's control is the 
            employee.  While for the purposes of leasing employer 
            enforcement common law was explicitly applied in 1986, the use 
            of common law in employment in American goes back to the 
            colonial era.  Both federally and in California, the common 
          Hearing Date:  July 3, 2012                              AB 975  
          Consultant: Gideon L. Baum                               Page 3

          Senate Committee on Labor and Industrial Relations 
          








            law employer-employee relationship is the norm.

          3.  AB 975 and Professional Employer Organizations:  

            In 2010, AB 2570 (Ma) sought to regulate Professional Employer 
            Organizations by recognizing, for the purposes of the 
            remittance of payroll taxes, a 'co-employment' contractual 
            relationship between a Professional Employer Organization and 
            a business employer.  Due to fiscal concerns on enforcing and 
            regulating the provisions of the bill, AB 2570 was held in the 
            Senate Appropriations Committee.  

            AB 975 serves as a vehicle to address the issues that arose in 
            AB 2570, but still provide a regulatory framework for 
            recognizing Professional Employer Organizations and ensuring 
            that they comply with all relevant California Labor Law.  At 
            this time, the sponsor and author's office continue to work 
            with stakeholders on codifying the specifics, but will be 
            unable to do so prior to the July 6 fiscal deadline.

            In conversations with staff, the author's office has committed 
            to working with the Committee to ensure that, should a final 
            agreement be reached, AB 975 will be re-heard and the 
            components of the final agreement discussed before the 
            Committee.

          4.  Proponent Arguments  :
            
            The author's office argues that this bill provides a vehicle 
            to create a necessary regulatory framework for PEOs operating 
            in California by providing clear and transparent guidelines 
            for both operators, and importantly, for those small 
            businesses that partner with PEOs for payroll, human resource 
            and benefit purposes. The author also notes that PEOs 
            specialize in managing benefits, payroll and human resources, 
            allowing their small business clients to focus on their real 
            business priorities to grow their bottom line and succeed. 

            The author's office states that she has worked with the 
            Employment Development Department and other interested parties 
            for several years to craft legislation that provides 
            appropriate protections for small businesses and employees as 
          Hearing Date:  July 3, 2012                              AB 975  
          Consultant: Gideon L. Baum                               Page 4

          Senate Committee on Labor and Industrial Relations 
          








            well as the state while also bolstering the statutory 
            guidelines for PEOs.  The author believes this legislation 
            will greatly improve transparency with the state in addition 
            to providing one set of standards by which all PEOs must abide 
            by in the state of California. The author concludes that with 
            the enactment of this bill, California will join more than 37 
            states that have specific statutory provisions addressing the 
            statutory requirements of the PEO-small business relationship. 
              


          5.  Prior Legislation  :

            AB 2570 (Ma) would have created a unique co-employment 
            statutory structure to allow Professional Employer 
            Organizations to contract with employers and provide specific 
            employment services.



                                       SUPPORT
          
          None on file.
          

                                     OPPOSITION
          
          None on file.













          Hearing Date:  July 3, 2012                              AB 975  
          Consultant: Gideon L. Baum                               Page 5

          Senate Committee on Labor and Industrial Relations