BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1538
                                                                  Page  1

          Date of Hearing:   May 9, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                    AB 1538 (Cook) - As Amended:  April 19, 2012 

          Policy Committee:                              Business and 
          Professions  Vote:                            9 - 0 

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

           SUMMARY  

          This bill authorizes the State Controller's Office (SCO) to 
          conduct recovery audits twice a year for state agencies with 
          expenditures exceeding $50 million in a fiscal year. 
          Specifically, this bill: 

          1)Authorizes the SCO to contract with one or more consultants to 
            conduct semiannual recovery audits of payments made by state 
            agencies to vendors, in order to detect and recover 
            overpayments to vendors and to recommend improved state agency 
            accounting operations.

          2)Authorizes the SCO to require semiannual recovery audits be 
            performed on payments to vendors made by each state agency 
            that has total expenditures during a fiscal year exceeding $50 
            million. 

          3)Requires state agencies to provide the recovery audit 
            consultant with all information necessary for the audit. 

          4)Requires state agencies to pay, from recovered moneys 
            appropriated for the purpose, the recovery audit consultant 
            responsible for obtaining a reimbursement from a vendor. 

          5)Requires the SCO to provide copies of any report received from 
            a consultant contracted under this bill to the Director of 
            Finance (DOF) and the Bureau of State Audits (BSA) no later 
            than one week after the date the SCO receives the consultant's 
            report. 
             
          6)Requires the SCO, before January 2 of each year, to issue a 








                                                                  AB 1538
                                                                  Page  2

            report to the Legislature summarizing the contents of all 
            reports received pursuant to this bill during the immediately 
            preceding fiscal year, until January 1, 2017, at which time 
            this requirement is deemed inoperative.

           FISCAL EFFECT  

          Unknown costs, potentially in excess of several hundred thousand 
          dollars per year, for the workload associated with the SCO 
          manually gathering hundreds of claims, reviewing invoices and 
          summarizing the information for the contractors to review during 
          their audits.

           COMMENTS  

           1)Purpose  . The author believes that state agencies are making 
            significant overpayments to private contractors and that those 
            overpayments are not being adequately detected under the 
            current review system. The author contends the proposed audits 
            will allow the state to recoup overpayments that are not 
            currently being recouped.

           2)Background  .  Recovery auditing is a method used to identify 
            and correct erroneous payments.  Erroneous payments are either 
            disbursement errors or contract compliance errors.  
            Disbursement errors are easier to identify and are commonly 
            due to human error.  During a recovery audit, electronic 
            information is mined and compared based on a variety of data 
            entry fields.  Matches or duplicates between fields are noted 
            as possible errors and are researched.  Upon documenting a 
            valid erroneous payment, the vendor is contacted and requested 
            to correct the error by either reimbursing the funds or 
            crediting the payor's account.

            Under existing law, there are several governmental entities 
            tasked with conducting expenditure audits including DOF, the 
            Controller, and at the request of the Legislature, the BSA.  
            This bill requires the Controller to contract with private 
            sector consultants to conduct semiannual recovery audit 
            services.  

           3)Previous legislation  .  AB 461 (Cook) of 2008, a substantially 
            similar bill was held in the Assembly Business and Professions 
            Committee.









                                                                  AB 1538
                                                                  Page  3



           Analysis Prepared by  :    Julie Salley-Gray / APPR. / (916) 
          319-2081