BILL ANALYSIS                                                                                                                                                                                                    �




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  AB 1044                     HEARING:  6/29/11
          AUTHOR:  Butler                       FISCAL:  Yes
          VERSION:  5/11/11                     TAX LEVY:  No
          CONSULTANT:  Miller                   

                              REGISTERED WARRANTS
          

          Allows holders of registered warrants to remit the warrants 
                         for payment of tax liability.


                           Background and Existing Law  

          In general, the state issues warrants to satisfy 
          obligations to vendors, contractors, hospitals, workers, 
          and other entities.  Warrants are the government equivalent 
          of checks, and are issued by the State Controller.  During 
          periods of serious cash shortfalls, however, the state may 
          have to issue "registered warrants".  This occurs when, 
          after ranking all of the state's obligations and setting 
          aside all money that must be set apart for higher ranking 
          obligations, the State Controller determines that there are 
          insufficient funds to pay a warrant.  In such cases, a 
          warrant is registered, and the state promises to pay the 
          face value as soon as money is available.

          For personal income and corporates taxes, existing law 
          allows any taxpayer named as a payee on a registered 
          warrant to satisfy their liability for certain taxes by 
          issuing a check in an amount no greater than the registered 
          warrants, exclusive of any interest thereon.  In such 
          cases, the state may not present the check for payment 
          until the registered warrants is payable upon its 
          presentation to the State Treasurer.  Any taxpayer who 
          submits a check may not receive any interest on the 
          registered warrants.  Existing law provides that in the 
          event a tax liability is paid with a registered warrant 
          that is redeemable at the time the tax liability is paid, 
          specified interest shall be credited to the taxpayer's 
          account. 


                                   Proposed Law  




          AB 1044 -- 5/11/11 -- Page 2




          Assembly Bill 1044 revises the statutory provisions related 
          to registered warrants by expanding them to cover taxes, 
          fees, and surcharges required by the Board of Equalization. 
           The bill only allows the BOE to accept a registered 
          warrants if the Controller determines that acceptance will 
          not: (1) Jeopardize the state's ability to issue regular 
          warrants for education programs, debt service, state 
          payroll, pensions, In-Home Supportive Services, Medi-Cal 
          providers, or any other payment required by federal law, 
          the California Constitution, or a court order; and, (2) 
          Result in a net cost to the state, as defined.  
          AB 1044 also provides that liabilities may be satisfied by 
          submitting the original registered warrants, signed on the 
          reverse side by the payee and endorsed as payable to the 
          agency to which the liability is owed.  


                               State Revenue Impact
          
          FTB and BOE estimate that this bill will have no effect on 
          revenues or costs.


                                     Comments  

          1.   Purpose of the bill  .  According to the author's office: 
          "Current law requires the Franchise Tax Board (FTB) to 
          accept state issued registered warrants as payment for 
          personal income taxes and bank and corporation taxes.  By 
          giving the Board of Equalization (BOE) the exact same 
          authority as the FTB, California taxpayers will be able to 
          pay their tax obligations with registered warrants.  As 
          there is no law requiring the BOE to accept registered 
          warrants, the bill will provide clear statutory authority 
          for the BOE to accept them.  It's simply tax fairness."

          2.   Are all kinds of money good money  ?  This bill treats 
          registered warrants like cash for the purpose of paying tax 
          liabilities at both the BOE.  The FTB already has this 
          option for tax liabilities.  Requiring departments to 
          accept registered warrants in lieu of cash payments could 
          defeat the purpose of issuing IOUs.  The state only issues 
          registered warrants in cash flow crises and has only 
          happened twice in modern history.  To the extent that the 
          state accepts warrants in lieu of taxes, the state will 





          AB 1044 -- 5/11/11 -- Page 3



          have to issue more warrants to the substitute for that 
          cash.  The Committee may wish to consider if using 
          registered warrants in the way AB 1044 suggests will 
          exacerbate the state's cash flow problems.

          3.   Related legislation  .  SB 120 (Anderson) requires a 
          state agency, upon the Controller making a specified 
          determination, to accept a registered warrant issued by the 
          Controller for payment of any state obligation.  This bill 
          is in the Assembly.


                                 Assembly Actions  

          Assembly Revenue & Taxation Committee:  9-0
          Assembly Appropriations Committee:17-0
          Assembly Floor:                    77-0




                         Support and Opposition  (6/23/11)

           Support  :  Board of Equalization (sponsor); Controller John 
          Chaing..

           Opposition  :  Unknown.