BILL ANALYSIS                                                                                                                                                                                                    �






                        SENATE COMMITTEE ON VETERANS AFFAIRS
                              Senator Ben Hueso, Chair
                                               


          BILL NO:  SB 296                   HEARING DATE: 4/9/13
          AUTHOR:   Correa
          VERSION:  As Amended 4/1/13
          FISCAL:   Yes
          VOTE:     27 (Appropriation)




                                        SUBJECT  
          
          County Veterans Service Officers.
           
           
                                      DESCRIPTION  
           
          Existing law:  finds and declares that 50 percent of the amount  
          annually budgeted for county veterans service officers (CVSOs)  
          is approximately $11 million; and it is an efficient and  
          reasonable use of state funds to increase the annual budget for  
          CVSOs in an amount not to exceed $5 million.  
           
           Existing law  :

                 Requires the California Department of Veterans Affairs  
               (CalVet):

                  o         To determine annually the amount of new or  
                    increased monetary benefits paid to eligible veterans  
                    by the federal government attributable to the  
                    assistance of CVSOs.

                  o         On or before October 1 of each year, to  
                    prepare and transmit its determination for the  
                    preceding fiscal year to the Department of Finance and  
                    the Legislature.

                 Requires the Department of Finance to review the above  












               annual determination in time to use the information in the  
               annual Budget Act for CalVet's budget for the next fiscal  
               year.

                 States the Legislature's intent that, after reviewing  
               the above determination, to consider an increase in the  
               annual budget for CVSOs in an amount not to exceed five  
               million dollars, if the monetary benefits to the state's  
               veterans attributable to the assistance of county veteran  
               service officers justify that increase in the budget.

           This bill  increases the annual General Fund contribution to  
          CVSOs to $7.6 million (from the current $2.6 million).

           

          Existing law  finds and declares:

                 That services provided by veterans service organizations  
               (VSOs) play an important role in CalVet's responsibilities  
               to assist veterans and their dependents and survivors in  
               presenting and pursuing claims against the United States,  
               and that it is an efficient and reasonable use of state  
               funds to provide compensation to VSOs for these services.  

                 That compensation for VSOs shall not be implemented by  
               using the General Fund until the annual state appropriation  
               for CVSOs reaches a minimum of five million dollars.


           This bill  authorizes $1.4 million in grant funding to veterans  
          service organizations (VSOs) for claims assistance work.


           
           >
                                           
                                     BACKGROUND  
          
           County Veterans Service Officers
           CVSOs are trained, accredited professionals who help veterans  
          and their families navigate the complex federal VA benefit  
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          application processes. The CVSOs assist in claims initiation and  
          development and draw down significant federal dollars annually.

          CVSO funding is derived from a combination of local and state  
          resources - with an understanding that it would be split 50/50  
          between the state and local governments. However, during the  
          past decade the state has funded less than half of the program.  
          As a result, a key veterans' resource is weakened and the state  
          loses an opportunity to draw down more federal dollars - perhaps  
          as much as $400 million more than it has been.

          Currently, the counties provide about 85% of the money to fund  
          the CVSOs.  The other 15% ($2.6 million) is provided by the  
          state. This "Local Assistance" allocation has remained roughly  
          the same for 18 years and is inadequate to properly fund the  
          CVSOs.

           Veterans Service Organizations
           VSOs are non-profit organizations dedicated to supporting  
          veterans and their families. Among the better known are the  
          American Legion, Disabled American Veterans, Veterans of Foreign  
          Wars, AMVETS, and Vietnam Veterans of America. Most are  
          national, but usually have state or regional affiliates.

          Some VSOs are congressionally chartered and have legal federal  
          recognition or approval for the purposes of preparing,  
          presenting, and prosecuting claims under laws administered by  
          the United States Department of Veterans Affairs (USVA), as  
          provided in Section 5902, Title 38 of the U.S. Code and in  
          Subsections 14.628(a) and (c) of 38 Code of Federal Regulations.

          [Non-chartered (and some chartered) VSOs also offer aid to  
          veterans, but may not offer the same level of accredited claims  
          assistance. The USVA advises individuals seeking to rely only on  
          information found in the USVA's Office of General Counsel (OGC)  
          web-based search for accredited attorneys, claims agents, or VSO  
          representatives.]

          Like CVSOs, accredited VSO service officers are specially  
          trained to provide expert assistance with federal VA claims,  
          free of charge, to veterans and their families. VSO service  
          officers often coordinate with the CVSOs in veteran's claims and  
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          outreach. State funding for VSOs is authorized under previous  
          legislation, but has never been appropriated because existing  
          state law blocks VSO funding until the annual state  
          appropriation for CVSOs reaches a minimum of five million  
          dollars.


                                           
                                       COMMENT  
          

              1.   Author comments : CalVet reports that, since 1995, the  
               state's CVSOs have obtained $3.65 billion in federal  
               veterans' benefits for California veterans and their  
               dependents. At a cost of only $38 million from the State  
               General Fund, that constitutes an approximately 90-fold  
               increase on investment for the state and pours into local  
               economies.

               During Fiscal Year 2011-2012, California CVSOs set a  
               new-veterans benefits record by garnering $346,727,459 in  
               one-year benefit payments, which are paid directly to  
               qualifying veterans. That accomplishment bests the previous  
               fiscal year's total by nearly 6%. In addition to improving  
               the lives of families, the dollars veterans benefits bring  
               into the state also help improve local economies. These  
               payments continue annually for the lifetime of the veteran  
               or other qualified, veteran-related recipients.

              2.   Sponsor comments  : For every dollar spent by the state on  
               CVSOs, $100 is brought into the state in few federal  
               monies. Many veterans and their dependents, by virtue of  
               their military service, are entitled to pension,  
               disability, health care, educational, and burial benefits.  
               The USVA eligibility requirements are very complicated and  
               a veteran's own efforts to qualify for them often are  
               unsuccessful. For over 60 years, CVSOs have been helping  
               veterans obtain their benefits, bringing, on average, over  
               $200 million in federal funds into the state's local  
               economies annually. In addition, providing earned federal  
               benefits to veterans allows these veterans to be diverted  
               from state- and local-funded programs, which helps protect  
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               state taxpayers.

                Committee staff comments  : Because of the lack of support  
               and help the state has given veterans in attaining  
               benefits, there have not been enough CVSOs hired to help  
               all the veterans in California file their claims.  Not  
               surprisingly other groups, particularly the VSOs, have  
               sought to fill the gap in assisting veterans. Over time,  
               the VSOs have also asked the state for money to fund their  
               efforts. The end result was that both CVSOs and VSOs were  
               competing for the same modest pot of state money.

               Eventually an agreement was reached that - once the CVSOs  
               received their full five million dollar funding - a joint  
               effort would be launched to help all organizations provided  
               accredited VA claims assistance receive funding to help  
               relieve the backlog of veterans' claims in California. The  
               agreement resulted in Section 699.5 of the Military and  
               Veterans Code, which references Section 972.1 of the code.

               Note: Neither CVSOs nor VSOs receive any federal funding to  
               compensate for the claims assistance they provide to  
               veterans at no charge to the veteran.

              3.   Related Legislation  :

                SB 419 (Senate Veterans Affairs Comm, Ch. 48, Stats. 2009)
                Revises findings and declarations in existing law by  
               declaring that 50 percent of the amount annually budgeted  
               for CVSOs is (should be) approximately $11 million (rather  
               than the existing $5 million). Sunsets after January 1,  
               2016. Only becomes operative if SB 418 (Senate Veterans  
               Affairs, 2009) is chaptered. This majority-vote bill  
               contained no appropriation, and was not keyed fiscal.  
               Senate 36-0; Assembly 76-0.

                SB 418 (Senate Veterans Affairs Comm, Ch. 48, Stats. 2009)  
               Revises legislative findings and declarations in existing  
               law with regard to the use of General Fund monies for  
               services provided by veterans service organizations by  
               clarifying that the General Fund monies shall not be  
               allocated until the annual budget for CVSOs reaches $5  
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               million. This majority-vote bill contained no  
               appropriation, and was not keyed fiscal. Senate 37-0;  
               Assembly 74-0.

                SB 1778 (Senate Veterans Affairs Comm, vetoed, 2008)
               Changes findings and declarations by increasing the amount  
               budgeted for CVSOs from $5 million to $11 million. This  
               bill was not an appropriation. Senate 37-0; Assembly 75-0.  
               Governor's veto message: "The historic delay in passing the  
               2008-2009 State Budget has forced me to prioritize the  
               bills sent to my desk at the end of the year's legislative  
               session. Given the delay, I am only signing bills that are  
               the highest priority for California. This bill does not  
               meet that standard and I cannot sign it at this time." 

                SB 1222 (Cedillo, held Senate Approps, 2008)  
               This bill would have (1) Increased funding for veterans  
               outreach by appropriating three dollars for every  
               California veteran. (2) Required that each three-dollar  
               appropriation be disbursed as follows: CVSOs - $2.35;  
               veteran service organizations - $0.50; and the Veteran  
               Services Division/CalVet - $0.15. Senate Veterans Affairs  
               5-0.

                AB 1814 (DeVore, held Senate Veterans Affairs, 2008)  
               The Veterans Benefit Recovery Augmentation Plan facilitates  
               CalVet in contracting with VSOs in order to augment the  
               veterans outreach services provided by the Department's  
               Veterans Service Division. Assembly 75-0.

                AB 2577 (Salas, 2008, held Assembly Rules, 2008)  
               Supports reinstating funding cut by the Governor for the  
               CVSOs as well as the State Veteran Service Officers. No  
               votes taken. 

                AB 389 (Salas, held Assembly Approps, 2007)
               Would have appropriated $5,000,000 from the General Fund to  
               CalVet for disbursement to the counties. Assembly Veterans  
               Affairs 9-0.

                AB 2268 (Samuelian, Ch. 804, Stats. 2004)  
               Authorized CalVet to contract out services to VSOs and,  
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               with the approval from the Department of Finance, to  
               reimburse those organizations for services rendered on a  
               formula/performance basis starting in fiscal year 2006-07.  
               Senate 31-1; Assembly 76-0.

                SB 608 (Johannessen, Ch. 318, Stats. 1997)  
               Approved a CVSO funding level of up to $5,000,000 of which  
               only approximately $2,500,000 has traditionally been  
               funded. Senate 38-0; Assembly 77-0.



                                      POSTITIONS  
          
          Sponsor:  California Association of County Veterans Service  
          Officers (CACVSO).

           Support: American GI Forum
                    American Legion - Department of California
                    AMVETS - Department of California
                    California State Association of Counties (CSAC)
                    California State Commanders Veterans Council
                    San Joaquin County, Board of Supervisors
                    San Luis Obispo County, Board of Supervisors
                    Shasta County, Board of Supervisors
                    Solano County, Board of Supervisors
                    Veterans of Foreign Wars (VFW) - Department of  
                   California
                    Vietnam Veterans of America - California State Council


          Oppose:   None received
          
          Analysis by: Wade Cooper Teasdale








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          SB 296 (Correa)                                                   
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