BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 53
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          Date of Hearing:   April 29, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

                  AB 53 (Portantino) - As Amended:  April 14, 2009 

          Policy Committee:                              P.E.R. &  
          S.S.Vote:    6-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill prohibits certain state employees whose annual base  
          salary is over $150,000 from receiving a salary increase or  
          overtime pay until January 1, 2012. Specifically, this bill:  

          1) Applies to individuals employed by the executive, legislative  
            or judicial branches of government, appointees to state boards  
            and commissions, and employees of the California State  
            University system. The bill urges the University of California  
            system to adopt this policy.

          2)Exempts from these provisions (a) state employees whose  
            salaries are governed by a  memoranda of understanding  
            pursuant to a collective bargaining agreement, (b) employees  
            who occupy a classification that is deemed necessary to public  
            safety and security by the governor through an executive  
            order, or (c) a person whose salary is set by the State  
            Constitution.

          3) Does not preclude an employer from providing pay increases to  
            workers taking a different position or classification, nor  
            does it restrict bonuses or incentive payments to employees,  
            to the extent that such compensation is authorized under  
            existing law.

          4)Authorizes the controller to reject a request for a  
            disbursement of funds that violates these provisions.

           FISCAL EFFECT
           
          1)About 820 state employees meet this bill's criteria. Assuming  








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            that 50% of these employees would, under current law, receive  
            raises averaging 3% between January 1, 2010 and January 1,  
            2012, the statewide savings would be about $2.5 million during  
            this period. 

          2)If UC were to adopt this policy for all of its employees  
            (faculty and administration) the comparable savings would be  
            much larger - $17 million.

          3)Reduced savings and/or offsetting costs would occur if:

             a)   A significant number of employees are exempted by the  
               governor (under the public safety exemption) or federal  
               court actions.

             b)   CalPERS, CalSTRs, or HCD offset the cap on base salary  
               through increased employee incentive payments.

             c)   The restrictions on base pay hamper the retirement  
               systems' ability to recruit and retain qualified investment  
               managers, which may either impact the funds' overall  
               rate-of-return or require the funds to increase reliance on  
               higher-cost outside investment management services. CalPERs  
               estimates that outside management costs are about $20  
               million for each $10 billion in investments. The current  
               market value of the CalPERS retirement fund is about $175  
               billion. 

             d)   If UC adopts this policy, the freeze could impacts the  
               ability of the system to attract and retain top professors,  
               which could in turn jeopardize receipt of millions of  
               dollars in federal and private research grants, and hamper  
               the ability of the system to operate revenue-producing  
               hospitals and health clinics.
           
           COMMENTS
           
           1)Background  .  Statewide there are about 3,200 employees,  
            exclusive of UC, that have a base salary of more than $150,000  
            per year. Of this total, about 2,400 are covered by collective  
            bargaining agreements, leaving about 820 that would be covered  
            by this bill. U.C. faculty and administrators account for  
            another 5,000 employees, the great majority of which are not  
            covered by collective bargaining agreements. 
           








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             Current law gives the Department of Personnel administration  
            special salary setting authority for certain statutorily  
            exempt employees, primarily department and agency secretaries,  
            commissioners, and directors allowing DPA to make salary  
            determinations on a case-by-case basis after considering a  
            number of factors, including growth in the position's stature  
            and responsibilities, compensation paid in similar positions  
            in other jurisdictions, the need to avoid salary compaction,  
            and special recruitment needs.

            Current law authorizes CalSTRS and CalPERS to set the  
            compensation for specified key executive and investment  
            positions, including the chief executive officer, system  
            actuary, chief investment officer, and other investment  
            officers and portfolio managers whose positions are classified  
            managerial by state civil service standards.

            The 2009-10 budget assumes furloughs and reductions in pay for  
            state employees through 2009-10. Both the University of  
            California and the California State University systems have  
            established salary freeze policies affecting high level  
            non-faculty employees.

           2)Rationale  . The author asserts that "over the past few years,  
            various state agencies have given inappropriate and excessive  
            compensation increases while California is grappling with a  
            budget crisis.  Particularly at the University of California  
            and the California State University, the governing bodies of  
            those systems have approved numerous compensation increases  
            and personnel moves for executives and staff who already make  
            six figure salaries.  In order to solve this budget crisis,  
            everyone will need to help shoulder the burden, including the  
            state's highest paid employees."

           3)Opponents  (CalSTRS, CalPERS, UC, and CSU) raise a variety of  
            objections to the bill. CalSTRS and CalPERS contend that, even  
            in the current weak job market, the funds face severe  
            competition for top-flight investment personnel. They also  
            indicate their personnel are already subject to job furloughs,  
            and that the additional restrictions imposed by the bill will  
            negatively affect their ability to hire and retain high  
            quality investment staff. UC states that the freeze would have  
            a long-lasting negative impact on its ability to carry out its  
            educational mission. The CSU states that the proposal would  
            affect the system's ability to attract and retain the best  








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            available executives. 

           4)Other issues and concerns.  Since the bill does not apply to  
            workers covered by MOUs, it could raise issues related to wage  
            compaction. This would occur if, in 2010-11 and/or 2011-12,  
            rank and file employees receive increases that, when combined  
            with overtime pay, significantly reduce the wage differentials  
            between managers and those who they are managing.

            Also, a main criticism raised by the author and cited in  
            recent articles have been the pay practices with respect to  
            newly hired top administrators at UC and CSU. These practices  
            would not be affected by the bill, as it does not place  
            restrictions on compensation levels for new hires.    

           Analysis Prepared by  :    Brad Williams / APPR. / (916) 319-2081