BILL ANALYSIS                                                                                                                                                                                                    �






                                                       Bill No:  SB 
          1185
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                       Senator Roderick D. Wright, Chair
                           2011-2012 Regular Session
                                 Staff Analysis


          SB 1185  Author:  Price
          As Amended:  April 9, 2012
          Hearing Date:  April 24, 2012
          Consultant:  Art Terzakis


                                     SUBJECT  
                    Centralized Intelligence Partnership Act

                                   DESCRIPTION
           
          SB 1185 creates the "Centralized Intelligence Partnership" 
          as a clearinghouse for various agencies to come together to 
          exchange information necessary to prosecute violators 
          engaged in illegal activity as part of the underground 
          economy.  Specifically, this measure: 

          1.Makes numerous legislative findings relative to the size 
            of the underground economy in California (estimated to be 
            between $60 billion and $140 billion) and its threat to 
            the health of the state's economy, business community, 
            workers and the stability and fairness of the tax base.  
            Also, declares legislative intent to enhance existing 
            efforts to combat the underground economy by 
            collaboration among state entities through the 
            Partnership.

          2.Establishes the Partnership consisting of the following 
            state entities: the California Health and Human Services 
            Agency (HHS), the Department of Consumer Affairs (DCA), 
            the Department of Industrial Relations (DIR), the 
            Department of Insurance (DOI), the Department of Justice 
            (DOJ), the Department of Motor Vehicles (DMV), the 
            Employment Development Department (EDD), the Franchise 
            Tax Board (FTB), and the State Board of Equalization 
            (BOE).  Also, grants the Partnership authority to hire an 
            administrator and staff.




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          3.Empowers the Partnership to do all of the following to 
            combat illegal underground operations: (a) provide a 
            central intake process and organizational structure to 
            document, review, and evaluate data and complaints; (b) 
            establish a processing center to receive and analyze 
            data, share complaints, and research leads from the input 
            of each impacted agency; (c) provide participating and 
            nonparticipating agencies with value-added investigative 
            leads where collaboration opportunities exist for 
            felony-level criminal and civil investigations; (d) 
            provide that each participating and nonparticipating 
            agency retain jurisdictional authority over whether to 
            pursue partnership strategies or collaborative 
            investigative leads; and, (e) document and provide data 
            analysis, analytic data findings, referrals, 
            collaborative opportunities, outcomes, emerging evasion 
            trends, lessons learned, as well as additional 
            enforcement, administrative, and legislative 
            opportunities.

          4.Establishes an advisory committee comprised of one 
            representative from each of the above-listed 
            participating entities, appointed by and serving at the 
            pleasure of the entity's head.  The advisory committee 
            will provide guidance to, and advice on, the activities 
            and operations of the Partnership.  The committee is also 
            tasked with deciding which agency shall house the 
            Partnership's processing center.   

          5.Allows duly authorized representatives of members of the 
            Partnership to exchange intelligence, data, documents, 
            information, complaints, or lead referrals for the 
            purpose of investigating illegal, underground operations. 
             Any member or ex-member of the Partnership, or any agent 
            employed by the Partnership, or any person who has 
            obtained such knowledge from any of the above, shall not 
            divulge or make known any information in a manner not 
            allowed by law.  Information shall retain its 
            confidential status and shall remain subject to 
            specifically enumerated confidentiality statutes guiding 
            each agency.

          6.Requires the Partnership to report on or before July 1, 
            2014, and annually thereafter, to the Legislature and 
            each participating member entity on its activities and 




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            accomplishments. 

          7.Also, requires the Partnership to report to the 
            Legislature on or before December 1, 2018 specifying: (a) 
            the number of leads or complaints received, (b) the 
            number of cases investigated and prosecuted through 
            criminal or civil action, and (c) recommendations for 
            modifying, eliminating, or continuing the operation of 
            the Partnership.

          8.Sunsets the Partnership and this Act on January 1, 2020.

                                   EXISTING LAW

           Under existing law various joint agency enforcement efforts 
          have been undertaken to combat the underground economy, 
          including the creation of the Joint Enforcement Strike 
          Force in 1993 (codified in Section 329 of the Unemployment 
          Insurance Code) and the Economic and Employment Enforcement 
          Coalition (EEEC) in 2005.  Effective January 2, 2012, the 
          EEEC was consolidated into the Department of Industrial 
          Relations as the newly formed Labor Enforcement Task Force. 
           Also, various individual agency efforts such as the BOE's 
          Statewide Compliance and Outreach Program and the 
          Contractor State License Board's Statewide Investigative 
          Fraud Team have been instituted.  Additionally, EDD 
          operates the Questionable Employment Tax Practices Program, 
          initiated in 2007, which is a collaborative effort between 
          EDD and the Internal Revenue Service (IRS).  A memorandum 
          of understanding between IRS and EDD provides for 
          information exchange.  

          Existing law generally prohibits unlawful disclosure or 
          inspection of any income tax return information except as 
          specified in law.  Criminal sanctions, including possible 
          imprisonment for violation of income tax confidentiality, 
          apply to BOE personnel convicted of unlawful disclosure or 
          inspection of tax records.   Other state agencies also have 
          statutes restricting use of information for administrative 
          purposes, and apply criminal misdemeanor or felony for 
          unauthorized uses.

          The California Constitution establishes the BOE as a 
          five-member board composed of four members elected by each 
          district plus the State Controller.  Currently, BOE 
          administers sales and use taxes, excise taxes, special 




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          taxes, and the state's fee programs.  Retailers collect 
          sales taxes from customers when they purchase tangible 
          personal property, and remit those taxes quarterly to BOE.  
           

          Existing law provides for the Franchise Tax Board (FTB), a 
          three-person board comprised of the State Controller, 
          Director of the Department of Finance, and Chair of the 
          BOE, to primarily administer the Revenue and Taxation Code.

          Existing law provides for the California Employment 
          Development Department (EDD) to administer the Unemployment 
          Insurance Fund, the Disability Insurance Fund, and the 
          Employment Training Fund, and to collect deposits from 
          employers for these funds as well as personal income tax 
          withholding.  

          Existing law provides for the Department of Insurance (DOI) 
          to administer and collect the Gross Premiums Tax, assessed 
          on insurance companies. 

          Existing law establishes the Department of Motor Vehicles 
          (DMV) to administer and collect vehicle license and 
          registration fees, regulate the sale of vehicles, and 
          protect consumers purchasing vehicles.  

          Existing law establishes the Department of Industrial 
          Relations (DIR) to regulate workforce safety, administer 
          the worker's compensation program, and enforce most labor 
          laws.

          Existing law provides for the Department of Justice (DOJ) 
          to adequately and uniformly enforce the state's laws, and 
          represent the people of the State of California in legal 
          matters.

          Existing law establishes the Department of Consumer Affairs 
          (DCA) and its member bureaus, boards, and commissions 
          generally serve to protect California consumers, regulating 
          business and professional categories, including barbers and 
          cosmetologists, dentists, and contractors, among others.

          Existing law provides for the Health and Human Services 
          Agency (HHS) which oversees departments that provide 
          Medi-Cal and In-Home Supportive Services, among others.





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                                    BACKGROUND
           
           Purpose of SB 1185:   The author's office states that this 
          measure, sponsored by the BOE, is intended to create a 
          multi-agency collaboration, known as the Centralized 
          Intelligence Partnership, to combat the illegal underground 
          economy by creating a centralized intake center for the 
          collection, review and analysis of information related to 
          complaints, prosecutions, and arrests pertaining to illegal 
          underground operations.  The measure would require that the 
          participating state entities share pertinent information 
          and data with each other.

          The author's office emphasizes that the underground economy 
          is a threat to the health of California's economy, its 
          business community, its workers, consumers and the 
          stability and fairness of the tax base.  The author's 
          office notes that while there are several different 
          entities and task forces currently working on various 
          aspects of the underground economy,  no one entity is 
          responsible for coordinating those efforts.   As a result, 
          there is a lack of synergy in the collection and analysis 
          of data and in the development of strategic and focused 
          investigation and prosecution efforts.

          The author's office points out that the "underground 
          economy" refers to those individuals and businesses that 
          deal in cash and/or use other schemes to conceal their 
          activities, identities, and true tax liabilities from 
          government licensing, regulatory, and taxing agencies.  The 
          author's office states that activities that occur in the 
          underground economy include the sale or transfer of illegal 
          goods, such as pirated music or movies, counterfeit 
          pharmaceutical drugs, vitamins, wine, clothing, 
          accessories, weapons, tax evasion or fraud, and untaxed 
          tobacco products or alcohol.

          The author's office states that the underground economy 
          hurts legitimate businesses, creates an enormous tax gap 
          and harms all Californians due to the loss of revenue. The 
          BOE estimates that the State of California losses about $8 
          billion dollars annually in tax revenue due to the 
          underground economy - this revenue is needed to fund 
          critical programs such as education, public safety, 
          infrastructure and social services.





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           Staff Comments:   According to the BOE, revenue increases of 
          $15 million will be associated with cooperative enforcement 
          activities that allow BOE to expand its capabilities to 
          larger cases that provide higher cost recovery per 
          investigative hour.  However, BOE estimates between 
          $250,000 and $1 million in costs to provide its pro-rata 
          share of the staff for the central intake center and 
          investigators assigned to the Partnership.

           SUPPORT:   As of April 20, 2012:

          Board of Equalization (sponsor)
          California Association for Health Services at Home
          California Building Industry Association
          California Chamber of Commerce
          California Grocers Association
          California Healthcare Institute
          California Manufacturing and Technology Association
          California Spa & Pool Industry Educational Council
          California Statewide Law Enforcement Association
          California Taxpayers Association
          City of Carson 
          City of Gardena 
          City of Hawthorne 
          City of South Gate 
           
























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          (Support - continued)
          
          Construction Industry Legislative Council 
          Culver City Chamber of Commerce
          Fullerton Chamber of Commerce 
          Los Angeles Area Chamber of Commerce
          Southwest California Legislative Council

           OPPOSE:   None on file as of April 20, 2012.

           FISCAL COMMITTEE:   Senate Appropriations Committee

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