BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                  AB 1044|
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                                 THIRD READING


          Bill No:  AB 1044
          Author:   Butler (D)
          Amended:  5/11/11 in Assembly
          Vote:     21

           
           SENATE GOVERNANCE & FINANCE COMMITTEE :  9-0, 6/29/11
          AYES:  Wolk, Huff, DeSaulnier, Fuller, Hancock, Hernandez, 
            Kehoe, La Malfa, Liu
           
          SENATE APPROPRIATIONS COMMITTEE  :  8-0, 8/15/11
          AYES:  Kehoe, Walters, Alquist, Emmerson, Lieu, Pavley, 
            Price, Steinberg
          NO VOTE RECORDED:  Runner

           ASSEMBLY FLOOR  :  77-1, 6/1/11 - See last page for vote


           SUBJECT  :    Registered warrants:  taxation

           SOURCE  :     Board of Equalization


           DIGEST  :    This bill requires the Board of Equalization to 
          accept registered warrants (RWs) as payment for any tax, 
          surcharge, or fee liability if the State Controller 
          determines that acceptance of RWs will not jeopardize the 
          ability of the state to make certain payments or result in 
          a new cost to the state.

           ANALYSIS  :    

          Existing law: 
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          1. Allows any taxpayer named as a payee on a RW to satisfy 
             their liability for certain taxes by issuing a check in 
             an amount no greater than the RW, exclusive of any 
             interest thereon.  In such cases, the state may not 
             present the check for payment until the RW is payable 
             upon its presentation to the State Treasurer.  These 
             provisions currently apply only to liabilities for 
             personal income taxes and bank and corporation taxes. 

          2. Precludes any taxpayer who submits a check pursuant to 
             the above provisions from receiving interest on the RW 
             from the date the check is submitted. 

          3. Provides that, in the event a tax liability is paid with 
             a RW that is redeemable at the time the tax liability is 
             paid, specified interest shall be credited to the 
             taxpayer's account. 

          This bill revises the statutory provisions related to RWs 
          by expanding them to cover taxes, fees, and surcharges 
          required by the Board of Equalization (BOE).  This bill 
          only allows the BOE to accept a RW if the State 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.  

          This bill also provides that liabilities may be satisfied 
          by submitting the original RWs, signed on the reverse side 
          by the payee and endorsed as payable to the agency to which 
          the liability is owed.  

           Comments  

          This bill treats RWs 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 RWs in lieu of cash payments could defeat the 
          purpose of issuing IOUs.  The state only issues RWs in cash 
          flow crises and has only happened twice in modern history.  

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          To the extent that the state accepts warrants in lieu of 
          taxes, the state will have to issue more warrants to the 
          substitute for that cash.  
           
          Related legislation  .  SB 120 (Anderson) requires a state 
          agency, upon the State Controller making a specified 
          determination, to accept a RW issued by the State 
          Controller for payment of any state obligation.  

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  No

          According to the Senate Appropriations Committee:

                           Fiscal Impact (in thousands)

             Major Provisions                2011-12     2012-13      
             2013-14               Fund  

            Revenue impacts               unknown delay in cash 
            receipts            General/
                                                                
            Special

            SCO determinations            likely minor costs in a 
            future fiscal year            General

            BOE administrative            no new costs, registered 
            warrants            General
            cost                currently accepted as payment of 
            liabilities
           
           SUPPORT  :   (Verified  8/17/11)

          Board of Equalization (source)
          State Controller John Chiang


           ASSEMBLY FLOOR  :  77-1, 6/1/11
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Chesbro, Conway, Cook, Davis, Dickinson, 
            Donnelly, Eng, Feuer, Fletcher, Fong, Fuentes, Furutani, 

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            Beth Gaines, Galgiani, Garrick, Gatto, Gordon, Grove, 
            Hagman, Halderman, Hall, Harkey, Hayashi, Roger 
            Hern�ndez, Hill, Huber, Hueso, Huffman, Jeffries, Jones, 
            Knight, Lara, Logue, Bonnie Lowenthal, Ma, Mansoor, 
            Mendoza, Miller, Mitchell, Monning, Morrell, Nestande, 
            Nielsen, Olsen, Pan, Perea, Portantino, Silva, Skinner, 
            Smyth, Solorio, Swanson, Torres, Valadao, Wagner, 
            Wieckowski, Williams, Yamada, John A. P�rez
          NOES:  Norby
          NO VOTE RECORDED:  Gorell, V. Manuel P�rez


          AGB:mw  8/17/11   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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