BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                        Senator Ellen M. Corbett, Chair
                           2007-2008 Regular Session


          SB 190                                                 S
          Senator Yee                                            B
          As Amended March 29, 2007
          Hearing Date: April 10, 2007                           1
          Education Code; Government Code                        9
          GMO:rm                                                 0
                                                                 

                                     SUBJECT
                                         
               University of California and the California State  
                                  University:
                    Open Meetings on Executive Compensation

                                   DESCRIPTION  

          This bill would require the Board of Trustees of the  
          California State University, including committees and  
          advisory groups, to consider and take action in open  
          session on an executive compensation proposal concerning  
          the Chancellor and other named officials of the CSU, and to  
          include a disclosure of the compensation package and  
          rationale for the action.

          This bill would similarly impose current notice and open  
          meeting requirements applicable to the University of  
          California Regents to standing and special committees and  
          to advisory groups, as defined.  The bill would require an  
          action taken by a committee of the regents, and final  
          action by the full board on a proposal for the compensation  
          package of the President of the University, and other named  
          officers, to occur in open session and include a disclosure  
          of the compensation package and rationale for the action. 

                                    BACKGROUND  

          The Bagley-Keene Open Meetings Act (Act or Bagley-Keene  
          Act) requires meetings of state bodies to be open and  
          public.  The Act requires state bodies to publish a  
          specific agenda and notice each meeting at least 10 days in  
                                                                 
          (more)



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          advance of the meeting.  Under the Act, a congregation of a  
          majority of members of a state body at the same time and  
          place to hear, discuss, or deliberate upon any item that is  
          within the subject matter jurisdiction of the body  
          constitutes a meeting that must be open and noticed.  The  
          Act requires meetings of advisory committees to be open and  
          noticed only if the committees consist of three or more  
          persons and are created by formal action of the state body  
          or any member of the body.  A member who participates in a  
          meeting in violation of the Act and a member who deprives  
          or intends to deprive the public of information to which  
          the public is entitled under the Act are guilty of a  
          misdemeanor.  The California State University is generally  
          considered a state body, thus it is subject to the  
          Bagley-Keene Act. 

          The Regents of the University of California, and standing  
          and special committees or subcommittees of the regents are  
          also subject to open meeting provisions similar to the  
          Bagley-Keene Act.  In addition, current law authorizes the  
          Regents to hold special meetings and to meet in a closed  
          session to discuss specified matters.  Current law requires  
          action by the Regents on compensation proposals of  
          principal officers of the Regents of the University to be  
          taken only in open session.

          Spurred by media reports concerning compensation paid by  
          the University of California (UC) to its executives, the  
          Senate Education Committee held informational hearings on  
          the university's policies and practices regarding executive  
          compensation in 2006.  A university-appointed task force  
          and an independent audit provided additional information  
          regarding the UC compensation policies and practices. Of  
          particular interest, the 2006 audit of the UC revealed that  
          the UC failed to get public approval from the Board of  
          Regents for some employee compensation packages.   

          On March 21, 2007 the Senate Education Committee held a  
          follow-up informational hearing on the same topic for both  
          the UC and the California State University.  The results of  
          those hearings are reflected in the provisions of this  
          bill, which creates parallel open session meeting rules for  
          the Board of Trustees of the CSU and the Board of Regents  
          of the UC and their various committees, subcommittees,  
          advisory groups, and task forces, as defined.
                                                                       




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                             CHANGES TO EXISTING LAW
           
           1.Existing law  , the Bagley-Keene Open Meetings Act,  
            requires meetings of state bodies, including the  
            California State University, to be noticed to the public  
            at least 10 days prior to the meeting and requires the  
            meeting to be open to the public. [Government Code   
            11120 et seq.]  A violation of the Act by a member of the  
            state body is a misdemeanor.

             This bill  would extend the requirements of the  
            Bagley-Keene Act to meetings of the trustees' standing  
            and special committees or subcommittees and advisory  
            groups, study groups, or task forces that include one or  
            more trustees as members and that have continuing subject  
            matter jurisdiction or have a regular meeting schedule,  
            and require that any action on an executive compensation  
            proposal concerning the Chancellor of the CSU, the  
            president of an individual campus, a vice chancellor, the  
            treasurer, the assistant treasurer, the general counsel,  
            or the trustees' secretary be taken in open session.

           2.Existing law  requires all meetings of the Regents of the  
            University of California and its standing and special  
            committees or subcommittees generally to be subject to  
            open meeting requirements similar to the Bagley-Keene  
            Open Meetings Act.   Existing law  authorizes the regents  
            and their standing and special committees, as defined, to  
            conduct closed sessions in order to discuss employment,  
            performance, compensation, or dismissal of university  
            officers or employees.   Existing law  requires action by  
            the regents on proposals for compensation of principal  
            officers of the regents and officers of the university,  
            as defined, to be taken in open session.
           
            This bill  would expand the definition of "Regents of the  
            University of California" for purposes of these meetings  
            to include advisory groups, study groups, and task forces  
            that include one or more regents, other than ex officio  
            members of the regents, as members and that have  
            continuing subject matter jurisdiction or have a regular  
            meeting schedule.   The bill  would require action taken on  
            an executive compensation proposal concerning the  
            President of the University of California, the chancellor  
                                                                       




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            of an individual campus, a vice president, the treasurer,  
            the assistant treasurer, the general counsel, or the  
            secretary to the regents, to occur in open session.

                                     COMMENT
           
          1.   Stated need for the bill

             According to the author, the problem this bill seeks to  
            remedy is "the secret pay policies for top-level  
            officials of the University of California and the  
            California State University and give the public the  
            democratic access they deserve [sic]."

            The author further states that "[c]urrent law regarding  
            public comment, especially at the UC, is inadequate and  
            considerably less than for other public boards.  This  
            bill will require Trustees and Regents to take action on  
            all executive compensation packages in a public meeting  
            at both the subcommittee and full board levels.  It will  
            also require the UC and CSU to fully disclose the  
            compensation package and accompanying rationale.  The  
            bill will allow for public comment on the specific action  
            item versus current practice where the governing boards  
            only allow public comment on all items at the beginning  
            or end of their meetings.  Finally, this bill closes a  
            loophole that allows Regents or Trustees on advisory  
            groups to circumvent open meetings law."

            The bill, while closing the loophole that allows use of  
            advisory groups to pass on compensation packages for  
            high-level officials without public debate and input,  
            would result in costs to the two university systems for  
            additional public venues for meetings and notices.   
            However, the benefit to the public of obtaining  
            information regarding the compensation paid to executives  
            by these publicly funded universities is consistent with  
            the goals of the constitutional requirement of public  
            access to information about the government and its  
            activities.

          2.   Parallel rules on open meetings for UC and CSU; not  
            quite similar rules for closed sessions

             a.    Most meetings to be open  
                                                                       




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               This bill would synchronize the rules for the UC and  
               for the CSU to require that meetings be open to the  
               public, by expanding the definitions of "Regents" and  
               "Trustees," to committees, subcommittees, and advisory  
               groups, study groups, or task forces that include at  
               least one Regent or one Trustee as a member and have  
               continuing subject matter jurisdiction or meetings  
               that are regularly scheduled.  The bill however would  
               specifically exclude from both definitions advisory  
               groups constituted for the recruitment of executives  
               for the university (UC or CSU) and groups of three or  
               fewer trustees or regents appointed to advise and  
               assist the university administration in contract  
               negotiations.  All other congregations of trustees or  
               regents would most likely trigger the Bagley-Keene Act  
               for CSU and corresponding open meeting provisions  
               applicable to the UC.

            b.    Closed meetings  

               One difference between the rules applicable to the CSU  
               and those applicable to the UC are the matters for  
               which closed sessions may be held.  The UC, being a  
               constitutional body and not classified nor treated as  
               a state agency, is permitted by statute to conduct  
               closed sessions on specified matters (i.e., matters  
               affecting national security, conferring of honorary  
               degrees, matters involving the purchase or sale of  
               investments for endowment and pension funds, matters  
               involving litigation, the acquisition or disposition  
               of property, matters concerning the appointment,  
               employment, compensation or dismissal of university  
               officers or employees, excluding individual regents  
               other than the president of the university, and  
               matters relating to complaints or charges brought  
               against university officers or employees, unless the  
               officer or employee asks for a public hearing).  

               The CSU, on the other hand is, for all intents and  
               purposes, a state body; therefore it may have closed  
               sessions only as permitted by the Bagley-Keene Act.   
               Although all of the UC list of closed-session subject  
               matters are on the Bagley-Keene Act list of matters  
               for which the CSU may hold a closed session, the  
                                                                       




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               wording of each matter is somewhat different, and, in  
               the case of the CSU, the prerequisites to the holding  
               of such sessions, as well as what must be done after  
               closed session are spelled out under the Act.

            c.    Consideration and final action on compensation  
            policy, proposals
             
               Under SB 190, both for the UC and the CSU,  
               consideration of compensation policies and specific  
               proposals for compensation of their top executives  
               would require an open session and public comment.   
               This is true whether consideration is to be made by an  
               advisory group or final action is to be taken by the  
               respective full board.  

               Also, in both cases members of the public would be  
               afforded the opportunity to address the committee or  
               advisory group and then the full board on the proposal  
               during or before consideration of the action item. One  
               of the concerns mentioned by the author is the  
               practice of limiting public comment either at the  
               beginning of a meeting or at the end, but not during  
               the discussions or consideration of the compensation  
               package.  SB 190 would require that the public be  
               heard during the consideration of the compensation  
               package agenda item.

               Legislation by the same author in 2006 (AB 775) was  
               limited in its scope to the UC, and would have  
               required the same open meeting discussions of  
               executive compensation packages as envisioned by this  
               bill.  That bill died in the Senate Appropriations  
               Committee.

          3.    Executives' compensation package subject to open  
          debate
           
            SB 190 would require that consideration by a committee of  
            the regents or trustees of an executive compensation  
            program or policy, and any final action taken by the  
            Regents of the UC or the Board of Trustees of the CSU  
            occur in an open session.  Additionally, action taken by  
            a committee and final action by the regents or the  
            trustees on a proposed compensation package for the  
                                                                       




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            following executives of the UC or CSU must be made in  
            open session:

               For the University of California: 
                           The President of the University of  
                    California;
                           The chancellor of an individual campus;
                           A vice president;
                           The treasurer or assistant treasurer;
                           The general counsel; and
                           The regents' secretary.
               
               For the California State University:
                           The Chancellor of the California State  
                    University;
                           The president of an individual campus;
                           A vice chancellor;
                           The treasurer;
                           The general counsel; and
                           The trustees' secretary.

            SB 190 would also require that the meeting include a  
            disclosure of the compensation package and rationale for  
            the action taken. While this requirement may have value  
            in the public's being informed of how much executives at  
            these two public university systems are being compensated  
            and why, it may have more value if the public had an idea  
            of what other universities pay their executives.  Both  
            the UC and CSU compete with other universities and  
            institutions for top academic executives, and competitive  
            compensation packages are almost a necessity to attract  
            and retain talented faculty and administrators.  Thus,  
            while a compensation package, in and of itself, may seem  
            excessive to the general public, it may be quite ordinary  
            in the context of the world of competitive bids for  
            topnotch academic executives.  The Senate Education  
            Committee staff had suggested that the bill be amended to  
            also direct the Legislative Analyst's Office (LAO) to  
            conduct a comprehensive comparison study of academic  
            executive salaries and total compensation packages.

            SHOULD THIS COMPARATIVE STUDY BE REQUIRED BY THIS BILL?

            The media coverage of the informational hearings held by  
            the Senate Committee on Education, raised questions and  
                                                                       




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            invited comment regarding the size of compensation  
            packages given to some retired CSU presidents or  
            chancellors.  A more thorough study by the LAO could be  
            instructive.  However, such a study should not be a  
            prerequisite to the open meeting provisions of the bill  
            becoming effective. 

          4.    Advisory groups, study groups, task forces to be  
            covered by open meeting provisions; exclusions for groups  
            that assist in contract negotiations or to recruit  
            executives
           
            This bill would make a significant expansion of groups  
            that the open meeting laws would cover.  It would not  
            only make committees or subcommittees of the trustees of  
            the CSU subject to the Bagley-Keene Act (or their  
            equivalent in the case of the UC), it also would cover  
            advisory groups, study groups, and task forces that  
            advise the Board of Regents (or the Office of the  
            President of the UC) or Board of Trustees (or the Office  
            of the Chancellor of the CSU).  

            To be covered by the open meetings requirement, the  
            advisory group, study group, or task force must include  
            one or more regents or trustees, other than ex officio  
            members of the regents or trustees, as members, and must  
            have continuing subject matter jurisdiction or have a  
            regular meeting schedule.  Thus, an ad hoc group formed  
            for a one-time or short-term project probably would not  
            be covered by the open meeting requirement of the  
            Bagley-Keene Act.

            While not opposing SB 190, UC has expressed concern that  
            SB 190 broadens the definition of "advisory group" beyond  
            the intent of the Bagley-Keene Act, such that advisory  
            committees appointed by the President of the UC would now  
            be required to meet in public.  This could chill frank  
            discussions of whatever the subject matter is that the  
            advisory group is tasked to address, according to the UC.  


            Current law requires open meetings of "an advisory board,  
            advisory commission, advisory committee, advisory  
            subcommittee, or similar multimember advisory body, if  
            created by formal action of the state body or of any  
                                                                       




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            member of the state body, and if the advisory body so  
            created consists of three or more persons." [Gov. C.   
            11121(c).]  AB 775 (Yee, 2006) would have simply made all  
            advisory boards to the Regents or to the President of the  
            UC subject to the open meeting laws.  SB 190 limits the  
            open meeting requirement only to those advisory groups  
            with one or more non ex-officio members of the Board of  
            Regents who are formed or appointed by the Board or by  
            one of its members.  

            Since the President of the UC is only an ex officio  
            member of the Board, the UC argues that advisory groups  
            appointed by the President should be excluded from the  
            open meetings requirement. Proponents, however, point out  
            that current advisory groups appointed by the President  
            of the UC have at least one member of the Board of  
            Regents or were appointed by a standing committee of the  
            Board and have continuing subject matter jurisdiction.  A  
            cursory review of reports made by these advisory groups  
            show that indeed they seem to have continuing subject  
            matter jurisdiction of import and that they in fact have  
            standing committee members among their members.

            Specifically excluded from advisory groups that would be  
            covered by the open meetings requirement under this bill  
            are advisory groups whose purpose is to recruit  
            executives for the university and advisory groups of  
            three or fewer regents appointed to advise and assist the  
            university administration in its contract negotiations.


          5.    No opposition to the bill
           
            There is no known opposition to this bill.  Instead,  
            there are many supporters who look forward to the light  
            this bill would shine on executive compensation packages  
            handed out by the two largest public university systems  
            in the world.  For example, the American Federation of  
            State, County and Municipal Employees (AFSCME), a  
            co-sponsor of this bill, writes:

               Audits have found that the compensation packages of  
               hundreds of executives, in both the UC and CSU  
               systems, were not approved by the full Board of  
               Regents or Trustees.  Over the past year, for  
                                                                       




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               instance, 143 exceptions were made to compensation  
               policies to give extra pay or benefits to 113  
               senior managers.  Additional exceptions to a  
               different group of executives were made 91 times.   
               All of these pay hikes took place secretly, with no  
               oversight whatsoever, and frequently included  
               overly lavish salaries for top executives at a time  
               when tuition and student fees are rising?"

            The changes SB 190 would make to the way compensation  
            packages and policy are discussed and approved by the  
            Board of Trustees for the CSU and the Board of Regents  
            for the UC "would return public confidence - severely  
            shaken by recent revelations - in the UC and CSU.   
            Without belaboring the point, the executive  
            compensation practices of the Regents and Trustees  
            have been subjected to intense scrutiny by CNPA member  
            newspapers.  The San Francisco Chronicle in particular  
            has published over 80 stories uncovering a  
            compensation system that is simply out of control?Many  
            of these payments were unauthorized, against the  
            rules, or inappropriate?SB 190 will directly insure  
            that the UC Regents and CSU Trustee practices align  
            with settled principles of open and transparent  
            government?" [Letter from California Newspaper  
            Publishers Assn. (CNPA) dated February 28, 2007.]  
           


          Support:  CSU Employees Union/SEIU 2579; the UC Student  
                 Association; the Associated Students of UC Davis;  
                 Council of UC Faculty Associations;  The California  
                 Labor Federation AFL-CIO;  SEIU; California Faculty  
                 Association; California Nurses Association; Karl  
                 Olson, Attorney at Law; California Federation of  
                 Teachers; Californians Aware (CalAware); State  
                 Employee's Trade Council (SETC-United); California  
                 Family Council; California State Employees  
                 Association; California Teachers Association;  
                 University Professional and Technical Employees

          Opposition: None Known

                                     HISTORY
           
                                                                       




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          Source:  California Newspaper Publishers Association  
                (CNPA), AFSCME International and AFSCME 3299  
                (co-sponsors) 

          Related Pending Legislation: None Known

          Prior Legislation:  AB 775 (Yee, 2006) was almost identical  
                        to this bill.  Died in Senate Appropriations  
                        Committee

          Prior Vote:  Sen. Cmte. on Education: Ayes 8, Noes 0.

          
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