BILL ANALYSIS                                                                                                                                                                                                    �






          SENATE BANKING & FINANCIAL INSTITUTIONS COMMITTEE
                             Senator Juan Vargas, Chair


          AB 1158 (Calderon)                 Hearing Date:  June 29, 2011  


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

           SUMMARY    Would increase the maximum face value of a check used 
          to obtain a payday loan from $300 to $500 (which has the effect 
          of increasing the maximum payday loan amount from $255 to $425, 
          assuming a payday lender charges the maximum allowable fee).
          
           EXISTING LAW
           
           1.  Provides for the California Deferred Deposit Transaction 
              Law (CDDTL; Payday Loan Law, Financial Code Section 23000 et 
              seq.), administered by the Department of Corporations (DOC). 
               The CDDTL:

               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 
                 $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.     Requires each payday loan agreement to be in writing 
                 in a type size of 10 point or greater, written in the 
                 same language that is used to advertise and negotiate the 
                 loan, signed by both the borrower and the lender's 
                 representative, and provided by the lender to the 
                 borrower, as specified; 

               c.     Allows payday lenders to grant borrowers an 
                 extension of time or a payment plan to repay an existing 
                 payday loan, and prohibits the lender from charging any 
                 additional fee in connection with the extension or 
                 payment plan;





                                             AB 1158 (Calderon), Page 2




               d.     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;

               e.     Provides that licensees who violate the CDDTL are 
                 subject to suspension or revocation of their licenses, 
                 and that violations of the CDDTL are subject to civil 
                 penalties of $2,500 per violation.


           COMMENTS

          1.  Background and Discussion:    The maximum value of a check 




                                             AB 1158 (Calderon), Page 3




              used to obtain a payday loan was originally set at $300, 
              when California's first version of a payday loan law was 
              enacted in 1996.  It has remained at that level since that 
              time.  Assemblyman Calderon is sponsoring AB 1158, to 
              address cost of living issues experienced by consumers who 
              seek out payday loans, and to make California's payday loan 
              amounts more competitive with those of other states.  

          In 2007, DOC issued two reports summarizing implementation of 
              the 2002 Payday Loan Law bill.  In the first of those 
              reports, DOC included 22 recommendations, which it divided 
              into those intended to improve its oversight of the industry 
              (12 recommendations) and those intended to strengthen its 
              enforcement of the CDDTL (10 recommendations).  DOC also 
              included seven "options for consideration by the 
              Legislature."  One of the seven options is similar to what 
              is being proposed in AB 1158, as follows:  "The current 
              maximum amount of the payday loan could be increased from 
              $300 to another amount such as $500 or $750. In comparison, 
              California's maximum loan amount is less than most other 
              states. For example, most states with payday loan laws have 
              limits of $500 or more. Also, the current maximum loan 
              amount in California may be too low for meeting emergency 
              cash needs since some borrowers appear to be obtaining 
              payday loans from multiple payday lenders. In addition, the 
              CDDTL could be amended to provide that the face amount of 
              the check shall not exceed that maximum amount plus the fee. 
              Current law limits the maximum amount of the payday loan to 
              $300, which includes the maximum fee of $45 (15% of the face 
              amount of the check). Thus, if the maximum fee is charged, 
              the borrower only receives $255."  

          According to available information, nineteen states do not 
              authorize payday lending or authorize it at such low annual 
              percentage rates (APRs) that payday lenders do not operate 
              in those states.  Of the states in which licensed payday 
              lending is conducted, California has the lowest loan cap.  
              States with the next highest loan caps (Louisiana and 
              Minnesota) authorize loans of up to $350.  Mississippi 
              authorizes loans of up to $400 (though this amount will 
              increase to $500 on January 1, 2012, pursuant to a law 
              enacted in February 2011).  All of the other states have 
              loan caps that are currently $500 or above, or base their 
              maximum loan amounts on the borrower's gross monthly income. 
               





                                             AB 1158 (Calderon), Page 4




          States also vary in the number of loans they allow to be 
              outstanding to the same borrower at any given time.  Some 
              states cap the maximum number of outstanding loans per 
              borrower at any one time to two; others, such as California, 
              do not cap the number of outstanding loans at any given time 
              (though California prohibits a borrower from obtaining more 
              than one payday loan at a time from any single lender; see 
              discussion in Number 2, immediately below).

           2.  How Many Payday Loans Can A California Borrower Have 
              Outstanding At Any One Time?   California's law is somewhat 
              vague on this point, but, as discussed below, DOC interprets 
              existing law as capping at one the number of outstanding 
              payday loans that an individual may have outstanding from a 
              single licensee at any given time.  Under DOC's 
              interpretation of the law, an individual in California may 
              obtain multiple payday loans at the same time, as long as 
              each loan is obtained from a different licensee.

          California's law on this topic (Financial Code Section 23036(c)) 
              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 interested parties interpret that wording 
              as prohibiting the issuance of a payday loan to a consumer 
              who already has an existing payday loan outstanding.  
              Others, including 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 




                                             AB 1158 (Calderon), Page 5




              representatives of DOC, who looked through old files 
              retained by the Department from the time period during which 
              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 such 
              information was available to DOC 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.   
           
           3.  Summary of Arguments in Support:   

               a.     The Community Financial Services Association (CFSA) 
                 and California Financial Service Providers' Association 
                 (CFSP), two payday lender industry trade groups, support 
                 AB 1158.  "The current payday advance limit is outdated; 
                 it was put into effect nearly 16 years ago when 
                 short-term loans were established in 
                 California...California is one of the most costly states 
                 in which to live, and yet the state has one of the lowest 
                 advance limits in the nation.  The $300 limit does not 
                 always meet the needs of families who have run out of 
                 financial resources, especially in these tough economic 
                 times...Raising the transaction limit to $500 to reflect 
                 California's high cost of living will be more responsive 
                 to the real world short-term credit needs of consumers."  


               b.     Academia Advance, a public charter school located in 
                 the Northeast Los Angeles neighborhood of Highland Park, 
                 supports the bill, because it provides an immediate and 
                 effective solution for families struggling to meet their 
                 financial obligations.  "AB 1158 expands a viable option. 




                                             AB 1158 (Calderon), Page 6




                  We know that many in our neighborhood see deferred 
                 deposit transactions as a way to obtain short-term 
                 financing that is safe, legal, and regulated."  

               Brotherhood Crusade works every day with Los Angelenos on a 
                 variety of issues, including financial literacy.  The 
                 organization strongly supports legislation that will 
                 assist families in meeting their financial needs.  "It is 
                 important to continue to provide the hard working people 
                 of Los Angeles and California with a range of 
                 state-regulated, financial products and protections in 
                 the marketplace."  

           4.  Summary of Arguments in Opposition:    

               a.     The Center for Responsible Lending (CRL) is opposed 
                 to the bill, based on the belief that larger payday loans 
                 will be more damaging to payday loan customers than the 
                 payday loan amounts allowable under current law.  CRL 
                 asserts that borrowers do not want or need larger payday 
                 loan amounts.  If borrowers wanted larger loans, the 
                 easiest solution would be to take out a second payday 
                 loan from a different payday lender.  Yet, a sampling of 
                 data from the 23 largest licensees, which was conducted 
                 by DOC, found that only 2.4 percent of payday loan 
                 customers obtained more than one loan at the same time 
                 from different licensees.  If borrower demand for larger 
                 amounts of money were a reality, far more than 2.4 
                 percent of borrowers would have multiple outstanding 
                 payday loans.

               CRL also believes that larger loan amounts will lead to 
                 more repeat borrowing.  According to CRL, most payday 
                 borrowers are forced to borrow repeatedly.  Borrowers who 
                 cannot afford to repay $300 after two weeks will most 
                 certainly be unable to pay back $500.  

               Larger loans will also lead to a proliferation of payday 
                 lending stores.  With higher profit margins, the number 
                 of payday lending stores will grow rapidly.  CRL believes 
                 that the real reason the payday lending industry is 
                 seeking a larger payday loan maximum is the opportunity 
                 to increase their profit per transaction.  The difference 
                 between a $300 loan and a $500 loan is almost total 
                 profit, because fees on the $500 loan are 67% greater, 
                 but operational costs are relatively fixed.  




                                             AB 1158 (Calderon), Page 7





               CRL is seeking three amendments to the bill, and would 
                 remove its opposition, if those amendments are accepted 
                 by the author.  These amendments include:  1) Impose a 
                 household cap of six payday loans per year; 2) Give 
                 families more time to repay payday loans without having 
                 to borrow again, by extending the minimum loan term to 31 
                 days; and 3) Adopt an ability to repay standard.
                
                b.     A coalition of consumer groups, organized labor 
                 organizations, faith-based organizations, and 
                 organizations representing minorities signed onto a joint 
                 letter in which they request the same three amendments as 
                 CRL.  These groups write, "We understand that families 
                 living paycheck to paycheck have cash shortfalls and 
                 financial emergencies.  But we do not think it is fair 
                 that payday lenders are allowed to gouge families...It 
                 costs a typical borrower $570 to pay back a single $255 
                 loan; with a larger loan, the same borrower would 
                 typically pay at least $950 for a $425 loan."
                
          5.  Prior and Related Legislation:    

               a.     SB 365 (Lowenthal), 2011-12 Legislative Session:  
                 Would cap the number of outstanding payday loans 
                 obtainable by a California consumer at one, and would 
                 state the intent of the Legislature to authorize a payday 
                 loan database.  Pending in the Senate Banking and 
                 Financial Institutions Committee.  

               b.     AB 377 (Mendoza), 2009-10 Legislative Session:  
                 Contained several provisions to amend the CDDTL, 
                 including a proposal to increase the face value of a 
                 check used to obtain a payday loan from $300 to $500.  
                 That increase was added to the bill after it passed the 
                 Assembly.  The bill passed the Senate Banking, Finance 
                 and Insurance Committee with that provision, but failed 
                 to pass the Senate Judiciary Committee.

               c.     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.  

               d.     SB 898 (Perata), Chapter 777, Statutes of 2002:  
                 Enacted the Deferred Deposit Transaction Law and shifted 




                                             AB 1158 (Calderon), Page 8




                 the responsibility for administering the law to DOC.

               e.     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. 
           
          LIST OF REGISTERED SUPPORT/OPPOSITION
          
          Support
           
          Academia Advance
          Brotherhood Crusade
          Community Financial Services Association
          California Financial Service Providers' Association
           
          Opposition
               
          AARP California
          African American Network of Kern County
          Alliance of Californians for Community Empowerment
          Black Economic Council
          BAME Renaissance Community Development Corporation
          California Association for Micro Enterprise Opportunity
          California Budget Project
          California Labor Federation - AFL/CIO
          California Reinvestment Coalition
          California Rural Legal Assistance Foundation
          California Teamsters Public Affairs Council
          Catholic Charities of California United
          Center for Responsible Lending
          Center on Policy Initiatives 
          City Heights Community Development Corporation
          City and County of San Francisco
          Coalition for Quality Credit Counseling
          Community HousingWorks
          Community Legal Services, East Palo Alto
          Consumers Union
          Council of Mexican Federations
          Dolores Huerta Foundation
          East Los Angeles Community Corporation
          Greenlining Institute
          Housing Opportunities Collaborative
          Insight Center
          JERICHO
          Jose Cisneros, Treasurer, City and County of San Francisco




                                             AB 1158 (Calderon), Page 9




          Korean Churches for Community Development
          Latino Congreso
          Los Angeles Metropolitan Churches
          LULAC - CA Council 3120
          Maximizing Access to Advance our Communities
          National American Indican Veterans Inc.
          National Asian American Coalition
          National Council of La Raza - CA
          New America Foundation
          Opportunity Fund Northern California
          Public Interest Law Firm
          San Diego City-County Reinvestment Task Force
          Santa Clara County Board of Supervisors
          Silicon Valley Community Foundation
          The Americas Group
          Ubuntu Green
          United Way of California
          Western Center on Law and Poverty


          Consultant: Eileen Newhall  (916) 651-4102