BILL ANALYSIS                                                                                                                                                                                                    






                          SENATE COMMITTEE ON EDUCATION
                               Gloria Romero, Chair
                            2009-2010 Regular Session
                                         

          BILL NO:       AB 690
          AUTHOR:        Ammiano
          AMENDED:       May 12, 2009
          FISCAL COMM:   No             HEARING DATE:  July 1, 2009
          URGENCY:       No             CONSULTANT:Beth Graybill

          SUBJECT  :  California State University Trustees and University  
          of California
                              Regents:  meetings.
          
           SUMMARY:   

          This bill authorizes ex officio trustees of the California  
          State University Board of Trustees to designate individuals  
          to attend Trustee meetings in their absence and expresses the  
          intent of the Legislature that ex officio members of the  
          Regents of the University of California designate individuals  
          to attend meetings of the Regents in the member's absence.  

           BACKGROUND  

          Existing law establishes the California State University  
          (CSU) administered by a Board of Trustees comprised of:

              16 Governor appointees, each serving an eight-year term,  
               confirmed by two-thirds of the Senate.

              One (1) alumni association representative appointed by  
               the Governor serving a two-year term.  

              One (1) CSU faculty representative appointed by the  
               Governor, serving a two-year term.  

              Two (2) student members, appointed by the Governor,  
               serving staggered two-year terms.  One student Trustee  
               has full voting powers; the second, non-voting student  
               Trustee succeeds to the voting position upon the  
               expiration of the term of the first.

              Five (5) voting ex officio members, including four  
               elected state officials:  the Governor, the Lieutenant  
               Governor, the Speaker of the Assembly, and the  



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               Superintendent of Public Instruction.  The CSU  
               Chancellor is the fifth ex officio member.  

          Article IX, Section 9 of the California Constitution  
          establishes the University of California (UC) as a public  
          trust administered by the Regents of the University of  
          California (Regents).  The Constitution grants the Regents  
          full powers of organization and government, subject only to  
          such legislative control as may be necessary to insure the  
          security of its funds, compliance with the terms of  
          University endowments, other procedures as specified:  

                 18 Governor appointees, each serving a 12-year term,  
               confirmed by a majority of the Senate.  



                 One (1) student appointed by the Regents to a  
               one-year term.  



                 Seven (7) voting ex officio members -- the Governor,  
               Lieutenant Governor, Speaker of the Assembly,  
               Superintendent of Public Instruction, the president and  
               vice president of the Alumni Association of UC and the  
               UC president.  



                 Two (2) faculty members -- the chair and vice chair  
               of the Academic Council -- sit on the board as  
               non-voting members.

           ANALYSIS  

           This bill  :

          1)   Authorizes ex officio members of the CSU Board of  
               Trustees to designate an officer or member of the same  
               office or elective body of the member to attend CSU  
               Trustee meetings in the ex officio member's absence.  

          2)   Specifies who may be designated to represent ex officio  
               members of the CSU Trustees as follows:  

               a)        Governor:  A secretary of an executive agency  



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                    appointed by the Governor.  

               b)        Lieutenant Governor:  A member of the  
                    California Senate.  

               c)        Superintendent of Public Instruction (SPI):  A  
                    county superintendent of schools.  

               d)        Speaker of the Assembly:  A member of the  
                    California Assembly.  

               e)        Chancellor of the CSU:  An executive officer  
                    employed by the Office of the Chancellor.  

          3)   Prohibits a designated representative from voting on  
               behalf of an ex officio member of the CSU Trustees and  
               prohibits a designee from being counted as a member of  
               the board for purposes of establishing a quorum.  

          4)   Specifies that an ex officio member of the CSU Trustees  
               may designate only one person in a calendar year to  
               attend a meeting or meetings in the 
               ex officio's absence.  

          5)   States legislative intent that each ex officio member of  
               the Regents designate a person to attend a meeting or  
               meetings of the regents in the member's absence.  
           STAFF COMMENTS  

              1)   Need for the bill  .  According to the author's office,  
               conflicts in meeting schedules for the CSU Board of  
               Trustees and the UC Regents make it difficult for ex  
               officio members who serve on both boards to attend both  
               meetings.  The sponsor of this measure maintains that  
               the absence of the ex officio members compromises the  
               integrity of both boards and argues that allowing ex  
               officio members to appoint representatives to attend for  
               them will provide better oversight of these  
               institutions.  Given that ex officio members may already  
               send representatives to attend any and all open meetings  
               of the Trustees and Regents and speak on their behalf  
               during public comment periods, it is not clear how this  
               legislation will enhance oversight.  

              2)   By virtue of the office  :  The California Constitution  
               designates specific state-elected officials as ex  
               officio members of the UC Regents in order to allow  



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               elected leaders to share their perspective in the  
               formulation of system policy.  Similarly, the  
               Legislature has established the importance of certain  
               state-elected officers serving as members of the CSU  
               Trustees.  By virtue of the office they hold, ex-officio  
               members bring their unique perspective and experience to  
               the policy and governance discussions of these boards  
               and provide a means for the executive and legislative  
               branches of government to monitor and, through public  
               deliberation, participate in the actions of the these  
               governing boards.  It is not clear whether the  
               perspectives of these specific offices will continue to  
               be represented should AB 690 be enacted.  Will designees  
               be guided by their own viewpoints or those of the  
               constituent groups they serve?  Would the Secretary of  
               Business, Transportation, and Housing have the same  
               perspective as the Governor on matters relating to  
               higher education policy?

              3)   Accountability  .  While the bill requires designees to  
               be from the same office or same elective body, it is not  
               clear that these provisions will ensure greater  
               accountability because the specified designees are  
               accountable to different groups of people than the ex  
               officio members.  Agency secretaries and directors serve  
               at the pleasure of the Governor and are not directly  
               accountable to the voters; a member of the Senate is  
               accountable to voters in his or her district, but not  
               voters statewide as is the Lieutenant Governor; and a  
               member of the Assembly will represent a different  
               district than the Speaker of the Assembly.  In addition,  
               while most county superintendents are accountable to  
               voters in their county, at least five county  
               superintendents are appointed by the county school board  
               of education rather than directly elected by residents  
               of the county.  What happens if a Trustees or Regents'  
               meeting conflicts with a scheduled meeting for a county  
               superintendent?  Is it appropriate for a county  
               superintendent to allocate a portion of his or her time  
               to prepare for and attend meetings for the Trustees,  
               which could be construed as using local assistance  
               resources for a statewide benefit?  Staff recommends  
               amending the bill to clarify that only elected county  
               superintendents may be designated to attend Trustee  
               meetings on behalf of the Superintendent of Public  
               Instruction.  




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              4)   Board integrity  .  Although AB 690 could result in  
               more public dialog at board meetings and may enable CSU  
               to more reliably predict who attends its Trustee  
               meetings, other impacts of the measure are less clear.   
               Since it is possible that ex officio members may attend  
               some meetings and their designees attend others, could  
               this bill lead to greater inconsistency in board  
               actions?  Will designees be held to the same  
               confidentiality and fiduciary requirements as the ex  
               officio members they represent?  Are the designees  
               entitled to participate in closed session meetings?  

              5)   How will this work  ?  The bill authorizes the  
               Chancellor of the CSU to designate an officer employed  
               by the Office of the Chancellor to attend Trustee  
               meetings.  Aside from whether it would be wise for a  
               Chancellor to do this, could this provision signal that  
               it is acceptable for the Chancellor to miss meetings of  
               the Trustees?  Further, by authorizing ex-officio  
               members to send a designee to participate in meetings on  
               their behalf, this bill grants ex officio members a  
               privilege regular members do not have.  Is this  
               appropriate?  Finally, given that the State Constitution  
               specifies the ex officio members of the UC Regents, it  
               appears that ex officio Regents cannot designate someone  
               to attend a meeting or meetings of the Regents.  Staff  
               recommends amending the bill to delete the provision  
               concerning the Chancellor's authority to designate an  
               Chancellor's Office staff to attend Trustee meetings. 

              6)   Meeting schedules  .  The UC and CSU governing boards  
               have six standing meetings per year.  The UC and CSU  
               have worked together in recent years to coordinate  
               meeting schedules to ensure that regular meetings are  
               not held on the same day.  In 2009, only the November  
               meetings of both governing boards conflict, and in 2010,  
               only the first day of the July Regents' meeting  
               conflicts with meeting of the Trustees.  

              7)   Previous legislation  .  AB 1413 (Portantino, 2007)  
               would have allowed 
               ex officio members to designate a staff person to attend  
               Trustee meetings in his or her absence.  AB 1413 passed  
               out of this Committee on a 5-1 vote and was vetoed by  
               Governor Schwarzenegger.  In his veto message, the  
               Governor addressed the provision by noting:  




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               "CSU Board of Trustees meetings are already open to the  
               public and therefore it is unnecessary to statutorily  
               authorize a staff person to attend in a member's  
               absence."  

              8)   Related legislation  .  SCA 21 (Yee) repeals the  
               constitutional provisions relating to the University of  
               California and the Regents and would require the  
               University and the Regents to be subject to legislative  
               control.  This measure is scheduled to be heard by this  
               Committee on July 8, 2009.

           SUPPORT
           
          AFSCME, Local 3299
          American Federation of State, County and Municipal Employees,  
          AFL-CIO
          California Faculty Association
          California State Employees Association
          Lieutenant Governor John Garamendi

           OPPOSITION
           
          California State University
          University of California