BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 941
                                                                  Page  1

          Date of Hearing:   May 15, 2013

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                    AB 941 (Rendon) - As Amended:  April 23, 2013 

          Policy Committee:                              Local  
          GovernmentVote:9-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill expands the State Controller's authority to address  
          local government financial or administrative issues through  
          audits, investigations and technical assistance.  Specifically,  
          this bill:
            
          1)Authorizes the Controller, until January 1, 2019, to conduct  
            an audit or investigation if the Controller makes specified  
            findings that a county, city or special district is not  
            complying with the financial requirements in state law, state  
            grant agreements, local charters or local ordinances, and if  
            the Controller determines that sufficient funds exist within  
            his or her budget to conduct the audit or investigation.  This  
            section becomes inoperative on January 1, 2019.

          2)Requires the Controller, before conducting an audit or  
            investigation, to consult with the local agency and make  
            written findings that explain the legal and factual basis  
            supporting the decision to conduct the audit or investigation.  
             The Controller must give the local agency a reasonable  
            opportunity to respond to these findings.

          3)Requires any costs incurred by the Controller regarding an  
            investigation into financial reports related to redevelopment  
            project areas, as specified, to be borne by the county, city,  
            special district or JPA and to be a charge against any  
            unencumbered funds of the entity.  

          4)Authorizes the Controller, at the written request of the  
            governing body, chief administrative officer, or chief  
            executive of a local agency, to convene a local agency  








                                                                  AB 941
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            financial review committee (LAFRC) to provide assistance to  
            the local agency in reviewing and assessing its financial  
            condition and related internal controls to avert or manage a  
            serious financial problem.  

          5)Increases the penalties for an officer of a local agency who  
            fails to file financial transactions report within 20 days of  
            receipt of a written notice from the Controller:

           FISCAL EFFECT  

          The bill grants the Controller considerable flexibility, so  
          costs are likely to vary, but can be expected to be in the range  
          of about $1 million.  Reimbursements from audited entities will  
          reduce the use of state resources.  The bill specifically states  
          the Controller can undertake the new activities only if there  
          are sufficient funds existing within his or her budget.  The  
          Controller has noted that since the problems of the City of Bell  
          and County of Modoc have come to light the office has been  
          flooded with complaints indicating the problems of these two  
          local governments are not isolated.  If there are more  
          widespread problems and existing resources are used, this will  
          create cost pressure to augment the Controller's budget. 

           COMMENTS  

           1)Purpose  .  According to the author, the City of Bell was just  
            one example of how the failure of some local officials to  
            conduct the public's business transparently and responsibly  
            can lead to financial consequences that ultimately burden  
            other local agencies and the state.  The author contends  
            circumstances such as those in the City of Bell are discovered  
            only when the local government entity is in danger of a major  
            financial crisis, such as defaulting on private debt.

           2)Support  .  The Controller, the bill's sponsor, states since  
            uncovering the financial problems of the City of Bell and  
            County of Modoc, his office has received a number of  
            complaints, raising concerns a growing number of local  
            governments in California are facing severe financial  
            distress.  The Controller contends AB 941 will give the  
            Controller's Office the authority to quickly respond to  
            concerns about mismanagement or violations of state law  
            affecting local, state and federal funding.









                                                                  AB 941
                                                                  Page  3

            According to the Controller, local agencies failing to comply  
            with laws requiring financial transaction reports is a  
            persistent problem.  Each year, about $250,000 in penalties  
            are assessed on local agencies for filing their financial  
            disclosures late or failing to file at all.  Since current  
            fines are low, these non-filers find it easier to pay the fine  
            than go through the trouble of complying with the law. In more  
            egregious cases, there are local government agencies that have  
            not complied for over three years.

           3)Related legislation  .  AB 1035 (Muratsuchi) increases the  
            penalties on local agencies for failing to file their  
            financial reports with the Controller's Office.  This bill is  
            on the Assembly floor.

           4)Previous legislation  .  AB 941 is similar to SB 186 (Kehoe and  
            DeSaulnier) of 2012.  SB 186 was held in the Assembly  
            Appropriations Committee.
                
            5)There is no registered opposition to this bill.  


           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081