BILL ANALYSIS                                                                                                                                                                                                    �






                  SENATE BANKING & FINANCIAL INSTITUTIONS COMMITTEE
                             Senator Juan Vargas, Chair


          SB 365 (Lowenthal)                 Hearing Date:  April 27, 2011 
           

          As Amended: April 13, 2011
          Fiscal:             No
          Urgency:       No
          

           SUMMARY    Would state the intent of the Legislature to enact 
          legislation authorizing the Commissioner of Corporations to 
          contract with a third party to implement a deferred deposit 
          transaction database (payday loan database), as specified, and 
          would make it a violation of the California Deferred Deposit 
          Transaction Law (Payday Loan Law) for a licensee to extend a 
          payday loan to a borrower who already has a payday loan 
          outstanding. 
          
           DESCRIPTION
           
            1.  Would state the intent of the Legislature to enact 
              legislation authorizing the Commissioner of Corporations 
              (commissioner) to contract with a third party to implement a 
              common database with real-time access through an Internet 
              connection for Payday Loan Law licensees, to aid in the 
              enforcement of the Payday Loan Law.  

           2.  Would revise the Payday Loan Law to provide that a licensee 
              may not enter into an agreement for a deferred deposit 
              transaction with a customer during the period of time that 
              an earlier written agreement for a deferred deposit 
              transaction for the same customer is in effect with any 
              licensee (language in bold type would be added by the bill).

           EXISTING LAW
           
           3.  Provides for the Payday Loan Law (Financial Code Section 
              23000 et seq.), administered by the Department of 
              Corporations (DOC).  The Payday Loan Law:

               a.     Allows lenders licensed under its provisions to 
                 defer the deposit of a customer's personal check for up 
                 to 31 days; limits the maximum value of the check to 




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                 $300; limits the maximum fee to 15% of the face amount of 
                 the check; and requires payday lenders to distribute a 
                 notice to customers prior to entering into any payday 
                 loan transaction that includes information about the loan 
                 and loan charges and a listing of the borrower's rights;

               b.     Prohibits payday lenders from entering into a payday 
                 loan with a customer who already has a payday loan 
                 outstanding, and from doing any of the following:

                     i.          Accepting or using the same check for a 
                      subsequent transaction;

                     ii.         Permitting a customer to pay off all or a 
                      portion of one payday loan with the proceeds of 
                      another;

                     iii.        Entering into a deferred deposit 
                      transaction with a person lacking the capacity to 
                      contract;

                     iv.         Accepting any collateral or making any 
                      payday loan contingent on the purchase of insurance 
                      or any other goods or services;

                     v.          Altering the date or any other 
                      information on a check, accepting more than one 
                      check for a single payday loan, or taking any check 
                      on which blanks are left to be filled in after 
                      execution;

                     vi.         Engaging in any unfair, unlawful, or 
                      deceptive conduct or making any statement that is 
                      likely to mislead in connection with the business of 
                      deferred deposit transactions;

                     vii.        Offering, arranging, acting as an agent 
                      for, or assisting a deferred deposit originator in 
                      any way in the making of a deferred deposit 
                      transaction unless the deferred deposit originator 
                      complies with all applicable federal and state laws 
                      and regulations.

               c.     Provides that licensees who violate the Payday Loan 
                 Law are subject to suspension or revocation of their 
                 licenses, and that violations of the Payday Loan Law are 




                                             SB 365 (Lowenthal), Page 3




                 subject to civil penalties of $2,500 per violation.

           COMMENTS

            1.  Background and Discussion:   Before recent amendments, this 
              bill would have authorized the creation of a database, such 
              as the one referenced in the intent section of the current 
              version of the bill.  As the earlier version of the bill was 
              being debated, a question arose regarding the provision of 
              the Payday Loan Law that prohibits simultaneous outstanding 
              payday loans.  

            This bill's author and former sponsor introduced SB 365, based 
              on a belief that the Payday Loan Law prohibits a licensee 
              from making a payday loan to a borrower who has another 
              payday loan outstanding from any licensee.  This 
              interpretation is based on a reading of Financial Code 
              Section 23036(c), which reads as follows:  "A licensee shall 
              not enter into an agreement for a deferred deposit 
              transaction with a customer during the period of time that 
              an earlier written agreement for a deferred deposit 
              transaction for the same customer is in effect."  Some 
              consumer groups shared the view held by the author and 
              former sponsor.  

            In contrast, members of the payday lending industry assert 
              that the Payday Loan Law prohibits a licensee from lending 
              to a borrower when that borrower has a payday loan 
              outstanding with that licensee, but does not prohibit a 
              borrower from obtaining a payday loan from lender B while 
              having an outstanding payday loan from lender A.  In support 
              of their position, industry representatives state that they 
              were involved in the negotiations which led to the 2002 bill 
              that created the existing Payday Loan Law, and that the 
              concept of "one loan at a time per licensee" was agreed to 
              at that time.  They state that no licensee has ever been 
              disciplined by DOC for extending a payday loan to a borrower 
              that had an outstanding payday loan from another lender at 
              the same time.  Finally, they point to the language of a DOC 
              publication, which states in part, "A payday lender cannot 
              make you a new loan while an existing loan with the same 
              lender is outstanding."  

            In an effort to resolve the debate, staff consulted with 
              representatives of DOC, who looked through old files 
              retained by the Department from the time period during which 




                                             SB 365 (Lowenthal), Page 4




              the 2002 Payday Loan Law bill was negotiated.  According to 
              DOC staff, the record is clear that that both parties agreed 
              licensees would not be required to ask potential customers 
              whether they had payday loans outstanding from different 
              licensees, before extending loans to those individuals.  DOC 
              staff also indicate that the Department would not have 
              consciously agreed to a provision it could not enforce, and 
              that it could not enforce a "one loan at a time, regardless 
              of licensee" provision, because it would not have access to 
              the information needed to enforce such a provision.  The 
              concept of how the law might be interpreted if a payday loan 
              database ever became available was reportedly not discussed 
              by the group that negotiated the 2002 law.

            Because the only interpretation of the law that can reasonably 
              be enforced by DOC at the present time is the interpretation 
              favored by industry, DOC would look to the Legislature to 
              change the Payday Loan Law, if the Legislature wanted DOC to 
              enforce a broader "one loan at a time, regardless of 
              licensee" rule.  The current version of SB 365 makes that 
              change, and states legislative intent to authorize the 
              creation of a database, which will allow DOC to enforce this 
              broader interpretation.
             
            2.  The Concept of a Database is Not New:   Financial Code 
              Section 23057 required the commissioner to submit a report 
              on December 1, 2007 regarding implementation of the Payday 
              Loan Law.  On March 10, 2008, the DOC released two reports 
              to fulfill its requirements under Section 23057.  In the 
              first of those reports, DOC included 22 recommendations, 
              which it divided into those intended to improve its 
              oversight of the industry (twelve recommendations) and those 
              intended to strengthen its enforcement of the Payday Loan 
              Law (ten recommendations).  DOC also included seven "options 
              for consideration by the Legislature."  

            Among the seven options for legislative consideration that 
              were included in DOC's first report, DOC suggested the 
              creation of a payday loan database, as follows:  "Consider 
              as an option requiring all licensees to use a uniform 
              database to record all transactions in real time.  Allow for 
              the cost of the system to be paid directly from the licensee 
              to the third party operator.  The single database to record 
              payday loan transactions would benefit consumers by 
              providing for immediate enforcement of restrictions 
              regarding the number of loans, multiple loans, terms of 




                                             SB 365 (Lowenthal), Page 5




              loans, rollovers, and charges.  Although a database has been 
              implemented in seven other states, its benefit would need to 
              be weighed against any additional cost to licensees that, in 
              turn, could be passed along to consumers."  
             
            3.  Is a database bill likely benefit only a single company?   
              Although the current version of SB 365 does not propose to 
              create a payday loan database, the author's desire to pursue 
              such a database (as indicated by the bill's intent language) 
              does prompt the question, "Is a database bill likely to 
              benefit only a single company?"  

            A single company (Veritec; the former sponsor of this bill) 
              operates databases in all thirteen states that have payday 
              loan databases.  Twelve of those states have single 
              databases (Florida, Oklahoma, Washington, New Mexico, 
              Illinois, Wisconsin, Michigan, Indiana, South Carolina, 
              Kentucky, North Dakota, and Virginia), all of which are run 
              by Veritec.  Alabama has multiple databases, one of which is 
              run by Veritec.  Veritec indicates that it has competed for 
              these database contracts with over half a dozen companies, 
              including Teletrack and Qfunds.  It believes that at least 
              six other firms would be eligible to bid on a California 
              database, including Teletrack, Qfunds, Microbilt, ODI, Tom 
              Sawer, and Gentry Systems.
             
            4.  Summary of Arguments in Support:   In carrying SB 365, the 
              author is seeking to clarify the intent of existing law by 
              limiting borrowers to one deferred deposit transaction at a 
              time, rather than to one transaction per licensee at a time, 
              and to allow this interpretation to be enforced by DOC.  
              "Under the one loan per licensee interpretation, a borrower 
              could technically have one payday loan outstanding from each 
              of the 2,187 licensees in California.  I am convinced this 
              is not the intent of existing law. I also believe it is 
              important to give the Department of Corporations the tools 
              they need to enforce the law, by implementing a statewide 
              database that will provide accurate information in 
              real-time."

             5.  Summary of Arguments in Opposition:    
             
                   a.        Two trade associations representing the payday 
                    lending industry, including the Community Financial 
                    Services Association of America (CFSA) and the 
                    California Financial Service Providers Association 




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                    (CFSP) oppose the bill on several grounds.  First, 
                    they believe that the provision of the bill which 
                    limits consumers to one outstanding payday loan at a 
                    time will artificially limit access to short-term 
                    loans that help consumers avoid more costly and 
                    credit-damaging alternatives like bounced checks, 
                    non-sufficient funds fees, and late payment penalties. 
                     At a time when consumers are already struggling to 
                    obtain access to credit, the industry trade groups 
                    believe that it would be ill-advised to restrict the 
                    use of a legitimate product, which is highly regulated 
                    in California.  If someone can't get the money they 
                    need from a licensed payday lender, their need for 
                    money doesn't simply disappear.  They will turn to 
                    other sources, which may be unlicensed or unsafe.

                  Second, the bill does nothing to address unregulated 
                    Internet lending, which the industry groups believe to 
                    be one of the most pernicious problems facing 
                    consumers in need of short-term credit at the present 
                    time.  Unlicensed Internet lenders routinely violate 
                    consumer protection laws and leave consumers with no 
                    meaningful remedies, because California has no 
                    authority to regulate unlicensed entities that reside 
                    outside the United States.

                  Third, CFSA and CFSP question the need to incur the 
                    costs associated with a database, the additional 
                    administrative layer to the loan process that a 
                    database would represent, and their customers' 
                    dissatisfaction with a system for which there is no 
                    demonstrated need in California.  Customers of trade 
                    association members have reportedly told their lenders 
                    that they would overwhelmingly oppose having their 
                    payday loan transactions monitored by a government-run 
                    database.  The customers are concerned about privacy, 
                    government intervention in their finances, use of 
                    their personal data, and potential security issues.  

                  Finally, in its current form, Section 2 of the bill 
                    imposes a potentially impossible duty upon licensees, 
                    because there is no practical mechanism by which a 
                    licensee can determine whether a prospective client 
                    has outstanding transactions with other licensees.  

                  The California Hispanic Chamber of Commerce and the 




                                             SB 365 (Lowenthal), Page 7




                    California Asian Pacific Chamber of Commerce believe 
                    that the bill creates a duplicative and unnecessary 
                    infrastructure for the payday lending industry and are 
                    concerned about the privacy issues the bill would pose 
                    through establishment of a payday loan database.  As 
                    concerned as these organizations are about business, 
                    they are also concerned with community safety.  If a 
                    database is established, millions of customer records 
                    and personal information could be at risk.  
                   
                   b.        The Center for Responsible Lending (CRL) and 
                    the California Reinvestment Coalition (CRC) oppose the 
                    bill, unless it is amended to adopt an annual six loan 
                    limit per borrower household.  If amended in this 
                    manner, CRL and CRC would support the bill.  CRL and 
                    CRC also observe that implementing a costly new 
                    database to enforce the one-loan-at-a-time limit is 
                    not warranted, given the extremely limited incidence 
                    of borrowers taking out more than one loan at a time.  
                    DOC data indicate that only 2.4 percent of payday 
                    borrowers took out more than one loan simultaneously 
                    from multiple lenders.
                   
            6.  Prior and Related Legislation:   

                  a.        AB 1158 (Calderon), 2011-12 Legislative 
                    Session:  Would increase the maximum amount of a check 
                    used to obtain a deferred deposit transaction from 
                    $300 to $500.  Pending in the Assembly Banking & 
                    Finance Committee.

                  b.        SB 1959 (Calderon, Chapter 682, Statutes of 
                    1996):  Enacted the earliest version of a payday 
                    lending law in California.  Gave regulatory authority 
                    to the California Department of Justice. 

                  c.        SB 898 (Perata, Chapter 777, Statutes of 
                    2002).  Enacted the Deferred Deposit Transaction Law 
                    and shifted the responsibility for administering the 
                    law to DOC.

                  d.        AB 7 (Lieu, Chapter 358, Statutes of 2007):  
                    Gave DOC the authority to enforce specified federal 
                    protections granted to members of the military and 
                    their dependents under the Payday Lending Law.  





                                             SB 365 (Lowenthal), Page 8




           
          LIST OF REGISTERED SUPPORT/OPPOSITION
          
          Support
           
          None received
           
          Opposition
               
          California Asian Pacific Chamber of Commerce
          California Financial Service Providers' Association
          California Hispanic Chamber of Commerce
          Community Financial Services Association of America
          Latin Net
          Los Angeles Metro Hispanic Chamber of Commerce

          Consultant: Eileen Newhall  (916) 651-4102