BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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                                 THIRD READING


          Bill No:  AB 2680
          Author:   Negrete McLeod (D), et al
          Amended:  4/22/04 in Assembly
          Vote:     21

           
           SENATE PUBLIC EMP. & RET. COMMITTEE  :  5-0, 6/14/04
          AYES:  Soto, Ashburn, Escutia, Karnette, Oller

           ASSEMBLY FLOOR  :  77-1, 5/20/04 - See last page for vote


           SUBJECT  :    State Teachers Retirement System:  headquarters  
          building

           SOURCE  :     State Teachers Retirement System


           DIGEST  :    This bill authorizes the State Teachers  
          Retirement System Board to conduct real estate activities  
          relating to the location of their headquarters building.

           ANALYSIS  :    

          Existing State Teachers Retirement System (STRS) law:

          1. Authorizes the STRS Board to remodel, equip, or  
             construct a headquarters building in Sacramento County  
             for STRS.

          2. Authorizes the Board of Administration of the State  
             Public Employees' Retirement System (PERS Board) to  
             acquire property for the use of STRS and other state  
             retirement systems.
                                                           CONTINUED





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          This bill:

          1. Authorizes the STRS Board to remodel, equip, or  
             construct an office building in the greater metropolitan  
             Sacramento area including the City of Sacramento, the  
             County of Sacramento, and the eastern part of Yolo  
             County, for the purposes of establishing a headquarters  
             for the system.

          2. Removes STRS from the systems for which the PERS Board  
             has the authority to acquire property.

           Comments  

          This bill expands the geographic area in which STRS may  
          locate its headquarters within metropolitan Sacramento to  
          include eastern Yolo County, and eliminates an unused  
          provision in existing law that authorizes the PERS Board to  
          lease, purchase, or construct offices for STRS' use.

          Under the provisions of the Property Acquisition Law (Part  
          11 of Division 3, Title 2 of the Government Code), the  
          Director of the State Department of General Services (DGS)  
          is generally authorized to hire, lease, lease-purchase, or  
          lease with the option to purchase any real or personal  
          property for the use of any state agency if the director  
          deems the hiring or leasing is in the state's best  
          interest.

          Section 22375 of the Education Code specifically exempts  
          STRS from these provisions and allows the STRS Board to  
          lease, purchase or build an office building within  
          Sacramento County to serve as a headquarters facility for  
          STRS.

          In 1984, the STRS Board purchased STRS' existing  
          headquarters building in East Sacramento, which has housed  
          STRS staff for the last twenty years.  
          The STRS headquarters facility has been held in the real  
          estate investment portfolio of the STRS Fund since its  
          acquisition.  At various times in the past, STRS has leased  
          space in its East Sacramento headquarters to both  
          governmental and private entities to generate additional  







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          revenue for the STRS Fund.  As with all STRS investments in  
          real property in California, the STRS Fund pays no property  
          taxes that would otherwise be imposed on private holdings,  
          and instead, all non-governmental tenants in these  
          investment properties are required to pay in-lieu taxes.

          As a result of legislation enacted in recent years, STRS  
          has expanded its programs and operations to a point where  
          it is now occupying parts of three buildings in East  
          Sacramento.  Consequently, the STRS Board directed STRS  
          staff to evaluate the System's long-term facility needs  
          that will allow the System to consolidate its operations to  
          provide a more efficient administration of STRS.  After  
          narrowing the number of possible locations for a new  
          headquarters facility, STRS staff is nearing a point in the  
          planning process where a recommendation will be made to the  
          Board.

          While existing law allows the STRS Board to lease, purchase  
          or build office space within Sacramento County to serve as  
          a headquarters facility for STRS, there may be properties  
          outside of Sacramento County, but within metropolitan  
          Sacramento, that best meet the administrative needs of STRS  
          and the service needs of its members, and also present  
          attractive commercial investment and/or development  
          opportunities.  Without legislative authorization to  
          consider locations in eastern Yolo County, the STRS Board  
          may be unable to choose an alternative that provides the  
          best combination of improvements to member service and  
          returns to the STRS Fund. 

          The Legislature has previously recognized eastern Yolo  
          County as an appropriate location for state agency  
          headquarters.  For example, the headquarters of DGS is  
          located in leased office space in an existing building  
          along the West Sacramento waterfront and the State  
          Department of the California Highway Patrol houses its  
          training facility and administrative operations near the  
          northern edge of the city.  In addition, SB 1934  
          (Johnston), Chapter 782, Statutes of 1998, allows DGS to  
          construct a state-owned office building in West Sacramento  
          for the State Department of Corrections and other specified  
          state agencies.








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          This bill also eliminates an unused provision in existing  
          law that allows the PERS Board to lease, purchase, or build  
          offices for STRS' use.  This provision, enacted in 1977,  
          anticipated PERS would include STRS in its new headquarters  
          building which became Lincoln Plaza in downtown Sacramento,  
          however, with the passage of Chapter 1429 and STRS'  
          purchase of a headquarters building in 1984, the need for  
          this authorization has long passed.  PERS staff has  
          indicated that they have no concerns with the proposal and  
          that the change is consistent with their efforts to  
          eliminate unnecessary provisions of the Government Code  
          that apply to their agency.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No    
          Local:  No

           SUPPORT  :   (Verified  6/17/04)

          State Teachers' Retirement System (source)
          Chief Probation Officers of California
          Yolo County Board of Supervisors

           ASSEMBLY FLOOR  :
          AYES:  Aghazarian, Bates, Benoit, Berg, Bermudez, Bogh,  
            Calderon, Campbell, Canciamilla, Chan, Chavez, Chu,  
            Cogdill, Cohn, Corbett, Correa, Cox, Daucher, Diaz,  
            Dutra, Dutton, Dymally, Firebaugh, Frommer, Garcia,  
            Goldberg, Hancock, Harman, Haynes, Jerome Horton, Shirley  
            Horton, Houston, Jackson, Keene, Kehoe, Koretz, La Malfa,  
            La Suer, Laird, Leno, Leslie, Levine, Lieber, Liu,  
            Longville, Lowenthal, Maddox, Maldonado, Matthews,  
            McCarthy, Montanez, Mountjoy, Mullin, Nakanishi, Nakano,  
            Nation, Negrete McLeod, Pacheco, Parra, Pavley, Plescia,  
            Reyes, Richman, Ridley-Thomas, Runner, Salinas,  
            Samuelian, Simitian, Spitzer, Strickland, Vargas, Wesson,  
            Wiggins, Wolk, Wyland, Yee, Nunez
          NOES:  Steinberg
          NO VOTE RECORDED:  Maze, Oropeza


          TSM:mel  6/18/04   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE








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