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 15, 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  




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               Governor, the Speaker of the Assembly, and the  
               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:  The  
          Regents consist of:

                 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  




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               members of the CSU Trustees as follows:  

               a)        Governor:  A secretary of an executive agency  
                    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 or  
               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 designates 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.  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.  Given that ex officio members may  




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               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 bill will improve board oversight.  

              2)   Meeting schedules  .  The UC and CSU governing boards  
               have six standing meetings per year.  The UC and CSU  
               have worked together to to coordinate meeting schedules  
               to make it easier for ex officio members to attend both  
               meetings.  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.  

              3)   By virtue of the office  :  The California Constitution  
               and state law designates specific state-elected  
               officials as ex officio members of the UC Regents and  
               CSU Trustees respectively in order to allow these  
               elected leaders to share their perspective in the  
               formulation of system policy.  By virtue of the office  
               they hold, these elected officials 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.  Staff notes  
               that this bill specifies that designees are permitted to  
               attend a meeting or meetings of the Trustees in the ex  
               officio member's absence; they do not attend these  
               meetings on behalf of the member.  As such, it is not  
               clear that the perspectives of the ex officio office  
               holders will continue to be represented should AB 690 be  
               enacted.  

              4)   Accountability  .  While the bill requires designees to  
               be from the same office or same elective body, the  
               specified designees are accountable to different  
               constituencies 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 









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               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.  Does this matter?

              5)   County Superintendents  .  The designation of a county  
               superintendent to attend meetings in the absence of the  
               SPI could be problematic.  Although a county  
               superintendent will likely have a "K-12" perspective,  
               what do they know about higher education policy?  What  
               happens if a Trustees or Regents' meeting conflicts with  
               a scheduled meeting for a county superintendent?   
               Finally, 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.  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.  

              6)   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?  Are the designees entitled to  
               participate in closed session meetings?  

              7)   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?  Staff recommends amending the bill to  
               remove the Chancellor's authority to designate a  
               Chancellor's Office staff to attend Trustee meetings.   
               Finally, given that the State Constitution supersedes  
               Section 2 of this bill, it appears that ex officio  
               Regents cannot designate someone to attend a meeting or  




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               meetings of the Regents.  Staff recommends amendments to  
               remove Section 2 from the bill.

              8)   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:  

                    "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."  




           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