BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 164
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          Date of Hearing:   April 15, 2009

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Julia Brownley, Chair
                 AB 164 (Mendoza) - As Introduced:  January 27, 2009
           
          SUBJECT  :   School districts: compensation of district  
          superintendents.

           SUMMARY  :   Beginning January 1, 2010, prohibits school governing  
          boards from entering into a contract with a district  
          superintendent that would obligate the district to compensate  
          the superintendent for work he or she has not performed; and,  
          requires school governing boards to include a provision in  
          superintendent contracts that specifies they shall not receive  
          retirement, medical, dental or other benefits that would exceed  
          the benefits of a civil service employee at the district with a  
          substantially similar salary.  Specifically,  this bill  :  

          1)Prohibits, commencing January 1, 2010, school district  
            governing boards from entering into an employment contract  
            with a district superintendent that contains provisions that  
            obligate the district or school to compensate the district  
            superintendent for work that he or she has not performed.

          2)Requires, commencing January 1, 2010, school district  
            governing boards to include in any contract for the services  
            of a district superintendent a provision that the district  
            superintendent shall not receive retirement, medical, dental,  
            or other benefits that would exceed the benefits that a civil  
            service employee of that district with a substantially similar  
            salary would earn during an equivalent period of service.

           EXISTING LAW  requires that all contracts of employment between  
          an employee and a local agency include a provision that states  
          if the contract is terminated, the maximum cash settlement that  
          an employee may receive shall be equal to the monthly salary of  
          the employee multiplied by the number of months left on the  
          unexpired term of the contract, but not more than 18 months.   
          (Government Code Section 53260)

           FISCAL EFFECT  :   This bill is keyed non-fiscal.

           COMMENTS  :  This bill would ban school district superintendent  
          contract settlements or buy-outs.  Existing law authorizes local  








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          agencies (which include school districts and community college  
          districts) to pay contract settlements up to the amount of the  
          employee's monthly salary multiplied by 18.  This means that  
          school district governing boards and superintendents may enter  
          into a contract which allows for a settlement of up to 18 months  
          of salary payment or the number of months left in the contract,  
          whichever is less.  AB 164 would eliminate the authority of a  
          school district governing board to enter into a contract with a  
          superintendent that would obligate the district to pay the  
          superintendent for work he or she did not perform.  

          This bill also requires school district boards to include in any  
          district superintendent contract a provision that the district  
          superintendent shall not receive retirement, medical, dental, or  
          other benefits that would exceed the benefits that a civil  
          service employee of that district with a substantially similar  
          salary would earn during an equivalent period of service.  Do  
          districts have civil service employees?  Do any school district  
          employees receive a substantially similar salary to the district  
          superintendent?  It is unclear how this provision would be  
          implemented.  It is also unclear what the author's intent is by  
          requiring this contract provision. 

           How are Superintendent Contracts Usually Drafted  ?  Independently  
          elected school boards are authorized to enter into a contact  
          with district superintendents, including assistant  
          superintendents in some cases.  It is unclear if this bill would  
          also ban buy-outs for assistant superintendents as well.   
          Superintendent contracts typically include the following terms:  
          a contract term of between 1 and 4 years; salary; a stipend for  
          doctorate degrees; a process for evaluation; a contract  
          termination clause; an automobile and cell phone allowance;  
          vacation and sick time; and, possibly moving expenses.  If  
          districts were no longer allowed to offer a termination clause,  
          this would essentially eliminate the term of employment in the  
          contract and would question the need for a contract at all.   
          Superintendents would be at-will employees who could be  
          terminated at any time without severance.  The committee should  
          consider the implications of eliminating superintendent buy-outs  
          and how that would affect the contracting ability of local  
          school boards; and, their ability to attract top quality  
          superintendents.

           Evaluation of Superintendents  .  Superintendents are at-will  
          employees without due process rights, and the termination clause  








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          in a contract with a school board provides a level of protection  
          for superintendents should the contract be terminated.  If the  
          committee chooses to pass this bill in its current form, the  
          committee may wish to provide some other form of protection for  
          superintendents, such as an annual formal evaluation process.   
          While most superintendent contracts include an evaluation, there  
          is not a statutory requirement for such a review to take place.   
          A formal evaluation process would provide superintendents the  
          legally discoverable documentation to bring forward litigation  
          should their contract be terminated without cause.

           Local Control Issues  .  If elected school boards have the  
          authority to determine the length of time a superintendent shall  
          be paid if the contract is terminated early, up to the  
          equivalent of 18 months of salary, aren't these local school  
          board members held accountable by the voters who elected them?   
          If constituents of school board members are unhappy with the  
          actions of the school board, they have the right to work to get  
          the members unelected.  Should the Legislature intervene to  
          limit the flexibility afforded to school boards, when elected  
          school board members are held accountable by the voters that  
          elected them?

           Other State Policies  .  The California School Boards Association  
          (CSBA) surveyed other states and received 19 responses.  Florida  
          limits buyouts to one year, Kentucky and Mississippi prohibit  
          buy-outs, and Texas reduces state funding to a district if a  
          district buys out a superintendent contract and the amount of  
          the buy-out exceeds one year of salary and benefits.  All other  
          states indicated no restrictions.

          The author sites the following examples of recent superintendent  
          buy-outs: Alum Rock Union School District negotiated a $300,000  
          severance package for a superintendent in 2008 even though the  
          terms of the contract only obligated the school district to pay  
          $200,000.  Alum Rock Union School District also negotiated  
          superintendent buyouts in 2001 and again in 2004.  In December  
          2008, Los Angeles Unified School District negotiated a severance  
          package with its superintendent worth over $500,000.  The  
          severance package included payment for salary, housing expenses,  
          and an annual expense account.

          According to the author, AB 164 is needed in order to stop the  
          wasteful spending associated with superintendent buy-outs.  It  
          is unacceptable for school districts to divert funds away from  








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          the needs of students in order to provide a golden parachute for  
          an administrator.  Buy-outs amounting to hundreds of thousands  
          of dollars represent lost opportunities for our children.  This  
          is money that could have been used to pay for teachers,  
          textbooks, tutoring, or a large variety of other vital needs.   
          Superintendent buy-outs represent an irresponsible use of  
          taxpayer funds.  It has been argued that buy-outs are needed to  
          provide stability for superintendents and that these buy-outs  
          help attract talent to these positions.  AB 164 does nothing to  
          impede this candidate recruitment process.  AB 164 simply states  
          that School Boards should no longer have the ability to pay a  
          Superintendent for work that is not performed.  

          The California Taxpayers' Association supports the bill and  
          argues, "It is important to limit pay for work performed, to  
          avoid waste of scarce taxpayer dollars.  In addition to ensuring  
          that compensation levels are appropriate, this bill would  
          eliminate other fringe benefits that exceed what a comparable  
          job in civil service would provide.  AB 164 furthers the goal of  
          government efficiency and merits strong support."

           Arguments in Opposition  .  According to the California School  
          Boards Association, "Existing law already limits buy-outs.  This  
          limits the use of public monies for buy-out purposes, and  
          affords school districts the flexibility to compete in the  
          market for superintendent and recruit the best person to fit  
          local circumstances.  AB 164 would put California school  
          districts at a disadvantage in the recruitment of top  
          superintendents.  AB 164 could force California school districts  
          to pay higher salaries and offer more in benefits to compensate  
          for a lack of job security.  Also, top superintendents may be  
          reluctant to work in California." 

          According to the Association of California School  
          Administrators, "Unlike teachers, a superintendent can be  
          released without cause.  School superintendents are at-will  
          employees without any due process rights.  Under AB 164, a  
          school board could unilaterally, and without cause, terminate a  
          multi-year superintendent contract without compensation to the  
          superintendent.  Current law allows for up to 18 months of a  
          superintendent's contract to be paid upon dismissal by the  
          board.  Early termination clauses in a superintendent's contract  
          are often negotiated far below the 18 months.  It is all too  
          common for a superintendent to be dismissed after a school board  
          election for the simple excuse that they just don't seem to fit  








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          any longer.  Early termination clauses are not considered extra  
          pay nor are they a gift of public funds.  They are damages paid  
          to an employee who is released at will with a breach of  
          contract.  Without an early termination clause, the dismissed  
          superintendent would be forced to go to court and file a  
          wrongful discharge resulting in much higher costs to a school  
          district.  In the past two years, ACSA's Professional Standards  
          Department has assisted 34 superintendents whose boards have  
          unilaterally and without cause terminated their contracts.  We  
          can't expect superintendents to take positions of leadership  
          under the direction of an elected school board without a  
          contract that ensures an individual some protection.  AB 164  
          eliminates that protection.  ACSA believes [the] bill will have  
          a detrimental impact to attracting and retaining dynamic school  
          leaders whose role is a key factor in improving student  
          achievement."

           Committee Amendments  .  If the committee chooses to pass this  
          bill, staff recommends a number of amendments.  However, these  
          amendments do not address all the concerns raised in this  
          analysis.  Staff recommends the bill be amended to require  
          school governing boards to perform a formal evaluation of  
          superintendents on an annual basis.  Staff recommends the bill  
          be amended to clarify that this measure will not prevent school  
          governing boards from compensating superintendents, upon  
          termination of the contract, for vacation or sick leave that has  
          been earned.  Staff recommends the bill also be amended to  
          delete the term "civil service" from the bill, as these types of  
          employees do not exist in school districts.  

           REGISTERED SUPPORT / OPPOSITION  :   

          Support 
           
          American Federation of State, County and Municipal Employees  
          (AFSCME)
          California Taxpayers' Association
          United Teachers Los Angeles

           Opposition 
           
          Association of California School Administrators
          California Association of School Business Officials
          California School Boards Association
          El Dorado Union High School District








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          Los Angeles Unified School District
          Riverside County Schools Advocacy Association
          San Francisco Unified School District
          Small School Districts' Association
           
          Analysis Prepared by  :    Chelsea Kelley / ED. / (916) 319-2087