BILL ANALYSIS                                                                                                                                                                                                    �






                 Senate Committee on Labor and Industrial Relations
                              Senator Ben Hueso, Chair

          Date of Hearing: June 11, 2014               2013-2014 Regular  
          Session                              
          Consultant: Gideon L. Baum                   Fiscal:Yes
                                                       Urgency: No
          
                                  Bill No: AB 2362
                                    Author: Grove
                        As Introduced/Amended: April 21, 2014
          

                                       SUBJECT
          
          Unemployment insurance benefits: disqualifications: convictions.


                                      KEY ISSUE

          Should the Legislature suspend a recipient's unemployment or  
          disability insurance benefits if the recipient is charged with  
          forgery, grand theft, fraudulent insurance claim, or mail fraud?


                                      ANALYSIS
          
           Existing law  vests the Employment Development Department (EDD)  
          with the responsibility of ensuring employers remit appropriate  
          Unemployment Insurance (UI) contributions and to collect the  
          employee wage deductions to the Disability Fund.  EDD uses these  
          funds to finance the Unemployment Insurance and Disability  
          Insurance (DI) Programs.  
          (Unemployment Insurance Code �� 301, 976, 984, 1025-1037,  
          1555-1562, & 3001-3015)

           Existing law  makes it a violation of the law to willfully make a  
          false statement or representation, to knowingly fail to disclose  
          a material fact, or to use a false name, false social security  
          number, or other false identification to obtain, increase,  
          reduce, or defeat any unemployment insurance or disability  
          insurance benefit or payment, whether for the maker or for any  
          other person. (Unemployment Insurance Code �2101)

           Existing law  provides that a false statement or representation  
          to obtain, increase, reduce, or defeat any unemployment  









          insurance or disability insurance benefit or payment is  
          punishable by imprisonment in the county jail not to exceed one  
          year, or in the state prison, or by a fine of not more than  
          twenty thousand dollars ($20,000), or by both the fine and  
          imprisonment, at the discretion of the court.  (Unemployment  
          Insurance Code �2122)

           Existing law also provides that:  

             1)   Anyone convicted of making a false statement or  
               representation to obtain, increase, reduce, or defeat any  
               unemployment insurance or disability insurance benefit or  
               payment be ineligible for unemployment insurance benefits  
               for one year, including applicable federal extensions of  
               benefits; and
             2)   Upon the filing of a criminal complaint, EDD must  
               suspend the payment of benefits or payments to the charged  
               individual.  
               (Unemployment Insurance Code �1263)

           Existing law  provides that every person who, with the intent to  
          defraud, knowing that he or she has no authority to do so, signs  
          the name of another person or of a fictitious person to a  
          request for payment of money is guilty of forgery.  (Penal Code  
          �470)

           Existing law  provides that any individual who steals more than  
          $950 in money, labor, or personal property, or steals an  
          automobile or a firearm, is guilty of grand theft.  (Penal Code  
          �487)

           Existing law  provides that it is unlawful to knowingly prepare,  
          make, or subscribe any writing, with the intent to present or  
          use it, or to allow it to be presented, in support of any false  
          or fraudulent insurance claim or to aid, abet, solicit, or  
          conspire with any person to make such a false claim.  (Penal  
          Code �550)

           Existing federal law  provides that anyone who devises or intends  
          to devise any scheme or artifice to defraud, or for obtaining  
          money or property by means of false or fraudulent pretenses,  
          and, for the purpose of executing such scheme or attempting so  
          Hearing Date:  June 11, 2014                             AB 2362  
          Consultant: Gideon L. Baum                               Page 2

          Senate Committee on Labor and Industrial Relations 
          








          to do, uses the federal mail system is guilty of mail fraud.   
          (18 U.S.C. �1341) 
           
          This bill  would require that individuals convicted of forgery,  
          grand theft, fraudulent insurance claim, or mail fraud to  
           obtain, increase, reduce, or defeat any unemployment insurance  
          or disability insurance benefit or payment  would be ineligible  
          for unemployment or disability insurance benefits for one year,  
          including applicable federal extensions of benefits.

          This bill would also  suspend the payment of unemployment  
          insurance or disability insurance benefits upon  being charged  
          with  forgery, grand theft, fraudulent insurance claim, or mail  
          fraud, irrespective of if the crimes were committed in the  
          collection of unemployment insurance benefits.

           This bill  would require court of this state to report any  
          forgery, grand theft, fraudulent insurance claim, or mail fraud  
          convictions willfully making a false statement or knowingly  
          failing to disclose a material fact to obtain or increase any  
          benefit or payment under this division to the department.

                                      COMMENTS

          
          1.  Need for this bill?

            Unemployment Insurance Code Section 2101 specifies that  
            utilizing deception to receive unemployment insurance or  
            disability insurance benefits is illegal.  With a penalty of a  
            year in prison or jail, as well as a possible a $20,000 fine,  
            such a violation comes with serious penalties.  However, some  
            District Attorneys are pursuing more stringent penalties found  
            in Penal Code: for example, grand theft penalties can run as  
            high as 3 years in prison. 

            Since Penal Code sections are not included in the relevant  
            Unemployment Insurance Code sections, EDD cannot suspend  
            disputed unemployment insurance or disability insurance  
            benefits.  Nor, in the event of a conviction, can EDD bar an  
            individual so convicted of receiving benefits for a year, as  
            can be done with a violation of Unemployment Insurance Code  
          Hearing Date:  June 11, 2014                             AB 2362  
          Consultant: Gideon L. Baum                               Page 3

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            Section 2101.  AB 2362 addresses this discrepancy by requiring  
            individuals convicted of the above-discussed Penal Code  
            sections would also be ineligible for unemployment or  
            disability insurance benefits.

          2.  Areas of Concern with AB 2362:

            AB 2362, however, goes beyond addressing a discrepancy between  
            Unemployment Insurance Code and Penal Code.  In both scope and  
            implementation, AB 2362 poses significant challenges for EDD  
            and the California courts which the Committee may wish to  
            consider.  These will be discussed below.

            Suspension of Benefits Upon the Filing of Criminal Charges

            Under existing law, benefits can be suspended prior to  
            conviction, but only in cases where someone has been  
            specifically charged with unemployment or disability insurance  
            fraud.   Under AB 2362, someone charged with a crime unrelated  
            to unemployment insurance fraud can have his or her benefits  
            suspended  .  Such a suspension could be triggered through being  
             charged and not convicted  of crimes, including auto theft,  
            theft of agricultural goods, or being viewed by the police or  
            a prosecutor as aiding in a fraudulent activity.  

            While, in the long run, the suspended benefits would  
            eventually be paid if the charges were dropped, the severe  
            economic impacts of losing benefits for struggling working  
            class Californians would be visited on the recipient in the  
            short-term: loss of a home, families being split up, and  
            significant stress and turmoil.  As these consequences would  
            be visited on unemployment and disability insurance recipients  
            for being charged for crimes unrelated to their benefits, and  
            for crimes the recipient may or may not have committed, it is  
            further unclear what public policy goal is being achieved.   
            The Committee may wish to consider the purpose and efficacy of  
            such a policy.

            California Court Reporting on Fraud Convictions

            AB 2362 requires the California Court system to report any  
            forgery, grand theft, or fraudulent insurance claim  
          Hearing Date:  June 11, 2014                             AB 2362  
          Consultant: Gideon L. Baum                               Page 4

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            convictions to the EDD related to benefit fraud.  However, it  
            is unclear how and in what form the California Court system  
            would make such a report.  What safeguards would be in place  
            to ensure that benefits would not be accidentally halted?   
            What appeals process would be in place to ensure, should a  
            recipient's benefits be inappropriately halted, that the  
            mistake could be corrected?  The Committee may wish to  
            consider if such a rule should be created in statue prior to  
            the creation of internal reporting processes between EDD and  
            the California Court system.

            AB 2362 and EDD Resources

            AB 2362 comes to the Committee at a time of serious evolution  
            at EDD.  After a long vacancy, EDD has a director who has been  
            charged by the Governor with the tasking of leading EDD  
            forward.  Additionally, additional resources have been  
            directed to EDD in order to speed up the processes of  
            unemployment insurance claims and increasing the phone  
            response rates.  At a time when EDD's greatest challenges are  
            due to Californians not receiving benefits, rather than  
            inappropriately receiving benefits, the Committee may wish to  
            consider if AB 2362 is the most suitable use of EDD's  
            resources.

          3.  Estimates of Impacted Recipients by AB 2362:
           
            As was discussed above, AB 2362 has the potential to impact a  
            large number of Californians.  Committee staff was unable to  
            ascertain the population of unemployment or disability  
            insurance recipients who are charged with Penal Code  
            violations unrelated to unemployment or disability insurance  
            fraud.  Noting that theft is a commonly charged crime, the  
            impacted population could be significant.

            EDD was able to provide numbers to the Committee on the number  
            of individuals who are currently charged with unemployment  
            insurance fraud but not prosecuted under Unemployment  
            Insurance Code Section 2101.  From January 1, 2009 to December  
            31, 2013, 277 complaints were filed, leading to the conviction  
            of 228 individuals of unemployment insurance fraud.  During  
            this period, 49 individuals were convicted of unemployment  
          Hearing Date:  June 11, 2014                             AB 2362  
          Consultant: Gideon L. Baum                               Page 5

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            insurance fraud but were not required to forfeit benefits due  
            to the use of Penal Code, rather than Unemployment Insurance  
            Code Section 2101.

            However, unrelated to the cases listed above, there were  
            several significant fraud cases that are being prosecuted by  
            the United States Attorney under federal criminal statutes.   
            These cases involve fraud in excess of $3 million.  There are  
            506 individuals in this category.

            Assuming these numbers are representative of long term trends,  
            AB 2362's conviction requirements will impact  approximately  
            550-600 individuals  over a four year period.

          4.  Proponent Arguments  :
            
            Proponents argue AB 2362 will bring greater consistency to the  
            Unemployment Insurance system, as well as take a strong stand  
            against UI fraud.  Specifically, proponents note that, under  
            existing law, applicants who engage in UI fraud and are  
            charged and convicted under Unemployment Insurance Code  
            statutes will forfeit their benefits.  However, for the same  
            fraud, applicants charged under Penal Code do not have their  
            benefit suspended or forfeited.  Proponents believe that AB  
            2362 would address this by allowing benefits to be suspended  
            or forfeited if an applicant is charged under Penal Code.

          5.  Opponent Arguments  :

            None on file.

          6.  Prior Legislation  :

            AB 908 (Bonilla), Statutes of 2013, Chapter 553, allows EDD to  
            share specified information with the Department of Motor  
            Vehicles (DMV) in order to assist identity theft  
            investigations.

          7.  Double Referral to Senate Committee on Public Safety:  

            If AB 2362 is passed by this Committee, this bill will then be  
            referred to the Senate Committee on Public Safety.
          Hearing Date:  June 11, 2014                             AB 2362  
          Consultant: Gideon L. Baum                               Page 6

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                                       SUPPORT
          
          Associated Builders and Contractors of California
          California Chamber of Commerce
          California Farm Bureau Federation
          California Manufacturers and Technology Association
          California Retail Association
          California Taxpayers Association
          National Federation of Independent Business
          

                                     OPPOSITION
          
          None on file.

























          Hearing Date:  June 11, 2014                             AB 2362  
          Consultant: Gideon L. Baum                               Page 7

          Senate Committee on Labor and Industrial Relations