BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1235
                                                                  Page  1

          Date of Hearing:   May 15, 2013

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                AB 1235 (Gordon) - As Introduced:  February 22, 2013 

          Policy Committee:                              Local  
          GovernmentVote:7-2

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill requires, if a local agency provides any type of  
          compensation, salary or stipend to a member of a legislative  
          body or provides reimbursement for actual and necessary expenses  
          incurred by a member of a legislative body in the performance of  
          official duties, then all local agency officials to receive  
          training in financial management.  Specifically, this bill: 

          1)Requires each local agency official to receive at least four  
            hours of training in general financial management principles  
            and financial management laws relevant to his or her public  
            service once per term of office.

          2)Requires a local agency, whose local agency officials are  
            required to complete the financial management training  
            prescribed by this bill, to maintain records indicating the  
            dates that local officials satisfied the training  
            requirements, and the entity that provided the training.   
            These records must be maintained for at least five years after  
            local officials receive the training.  These records are  
            public records subject to disclosure under the California  
            Public Records Act.

           FISCAL EFFECT  

          Possible state reimbursable costs in the range of $150,000.  For  
          most local governments, those payments are a choice, not a  
          matter of legal requirement, so this bill will not be a  
          reimbursable state mandate for them.  In addition, many of the  
          special districts that would be subject to the bill's provisions  
          are not eligible for reimbursement as they do not receive  








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          property tax.  This bill is a reimbursable mandate for certain  
          local governments, however, specifically the 44 general law  
          counties and certain special districts that are required by  
          state law to pay compensation or reimburse for expenses.  

           COMMENTS  

           1)Purpose  .  According to the author's office, one of the primary  
            responsibilities of any local official is the responsible  
            management of public agency finances.  But in order to  
            properly manage public funds, an official must understand the  
            complex and often unstable world of local agency financing.   
            The author notes there are hundreds of rules and regulations  
            designed to protect the taxpayer, which the average citizen  
            may not be familiar with or fully understand, among them the  
            reliability and restricted use of various revenue streams, the  
            appropriations (Gann) limit and the bond restrictions.  The  
            author concludes even a new local official may be more  
            familiar with the service needs in their community than the  
            financial constraints of the local agency in meeting those  
            needs.

           2)Support  .  The California Special Districts Association (CSDA)  
            notes fiscal responsibility in public agencies is paramount.   
            As the task of governing these agencies has become even more  
            complex, regulated and costly, it has become increasingly  
            important to demonstrate to the public that local agencies are  
            appropriately managed, according to CSDA.

           3)Opposition  .  The League of California Cities, in opposition,  
            states the policy assumption behind the bill appears to be  
            city officials are not receiving sufficient training on  
            financial matters.  The Leagues points to a training workshop  
            they held in January where 440 newly elected council members  
            gathered in Sacramento for an annual three-day training that  
            included a 2.5 hour workshop titled:  'Financial  
            Responsibilities, City Revenues Workshop."  They also note  
            they host many conferences and educational seminars each year,  
            including financial topics.  

           4)Background  .  Current law requires two hours of ethics training  
            for local government officials and designated employees every  
            two years.  This bill establishes similar requirements for  
            training in financial management.  The author's office notes  
            that financial training courses are offered by the Institute  








                                                                  AB 1235
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            for Local Government (ILG) and the California State  
            Association of Counties (CSAC) Institute.

           5)Scope of bill  .  This bill would not appear to apply to charter  
            cities, charter counties and charter cities and counties.  The  
            bill does not contain any findings of statewide significance,  
            which is evidence the bill is meant to apply to charter local  
            governments.  



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