BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1764
                                                                  Page  1

          Date of Hearing:   April 21, 2010

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                 AB 1764 (Portantino) - As Amended:  March 10, 2010 

          Policy Committee:                              P.E.R. &  
          S.S.Vote:    4-1

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill prohibits certain state employees whose annual base  
          salary is over $150,000 from receiving a salary increase until  
          January 1, 2013. Specifically, this bill:  

          1)Applies to individuals employed by the executive, legislative  
            or judicial branches of government, appointees to state boards  
            and commissions, and employees of the California State  
            University system. The bill urges the University of California  
            system to adopt this policy.

          2)Exempts from these provisions (a) state employees whose  
            salaries are governed by a  memoranda of understanding  
            pursuant to a collective bargaining agreement, (b) employees  
            who occupy a classification that is deemed necessary to public  
            safety and security by the governor through an executive  
            order, (c) a person whose salary is set by the State  
            Constitution, and (d) employees of trial courts.

          3)Authorizes the controller to reject a request for a  
            disbursement of funds that violates these provisions.

           FISCAL EFFECT
           
          1)Actual savings from the bill would depend on the number of  
            employees affected and the salary increases that would be  
            granted under current law. According to the State Controller's  
            Office (SCO), about 640 state employees meet this bill's  
            criteria.

             a)   If half of these employees would, under current law,  








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               receive raises averaging 1.5% on July 1, 2011, statewide  
               savings would be about $800,000 for fiscal year 2011-12 and  
               $400,000 for 2012-13 (half year effect).

             b)   If UC were to adopt this policy for all of its employees  
               (faculty and administration) the comparable savings would  
               be $6 million for 2011-12 and $3 million in 2012-13 (half  
               year effect).

          2)Reduced savings and/or offsetting costs would occur if:

             a)   CalPERS, CalSTRs, or HCD offset the cap on base salary  
               through increased employee incentive payments.

             b)   The restrictions adversely affected the ability of  
               CALSTRs or CalPERs to recruit and retain qualified  
               investment managers. For example, CalPERs indicates that  
               continued wage freezes may force it to rely on outside  
               managers for a greater share of its investments, at an  
               annual cost of $20 million for each $10 billion in  
               investments. The current market value of the CalPERS  
               retirement fund is about $209 billion. 

             c)   If UC were to adopt this policy, it asserts that: (a)  
               the freeze could impact its ability to attract and retain  
               top professors, thereby jeopardizing  receipt of federal  
               and private research grants; and (b) the freeze could  
               hamper the ability of the system to operate  
               revenue-producing hospitals and health clinics.
           
           COMMENTS
           
           1)Background  .  Statewide there are slightly over 3,000  
            employees, exclusive of UC, that have a base salary of more  
            than $150,000 per year. Of this total, about 2,400 are covered  
            by collective bargaining agreements or are in various public  
            classifications that are likely to be excluded, leaving 641  
            that would be covered by this bill. U.C. faculty and  
            administrators account for another 5,000 employees, the great  
            majority of which are not covered by collective bargaining  
            agreements. 
           
             Current law gives the Department of Personnel administration  
            special salary setting authority for certain statutorily  
            exempt employees, primarily department and agency secretaries,  








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            commissioners, and directors. It makes such determinations on  
            a case-by-case basis after considering a number of factors,  
            including growth in the position's stature and  
            responsibilities, compensation paid in similar positions in  
            other jurisdictions, the need to avoid salary compaction, and  
            special recruitment needs.

            Current law authorizes CalSTRS and CalPERS to set the  
            compensation for specified key executive and investment  
            positions, including the chief executive officer, system  
            actuary, chief investment officer, and other investment  
            officers and portfolio managers whose positions are classified  
            managerial by state civil service standards.

            The 2009-10 budget includes furloughs and reductions in pay  
            for state employees through the end of the fiscal year. The  
            governor's 2010-11 budget proposes that the furloughs be  
            replaced with 5% pay reductions, 5% increases in employee  
            contributions to retirement, and a 5% unallocated cut to  
            departments. Both the University of California and the  
            California State University systems have established salary  
            freeze policies affecting high level non-faculty employees.
             
          2)Rationale  . The bill is intended to save money to help address  
            the state's major budget deficit. The author indicates that,  
            given the dire fiscal condition of the state, it is  
            appropriate to place a salary freeze on the highest paid state  
            employees. He further indicates that "freezing the salaries of  
            the state's highest paid employees is a fiscally responsible  
            way to preserve money for social programs and education, and  
            help ease California's budget deficit."

           3)Opponents  (CalPERS, UC, and CSU) raise a variety of objections  
            to the bill. CalPERs contends that their personnel are already  
            subject to job furloughs, and that the additional restrictions  
            imposed by the bill will negatively affect their ability to  
            hire and retain high quality investment staff. UC and CSU  
            indicate that the freeze could affect the system's ability to  
            attract and retain high quality faculty and administrators,   
            and could compromise their missions to provide high quality  
            education and research. 

           4)Other concerns.  Since the bill does not apply to workers  
            covered by MOUs, it could raise issues related to wage  
            compaction. This would occur if rank and file employees  








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            receive increases that, when combined with overtime pay,  
            reduce or eliminate the wage differentials between managers  
            and those who they are managing.

           5)Previous legislation.   This bill is similar to AB 53  
            (Portantino) of 2009, which was held under submission by this  
            committee. The author has also introduced several other  
            similar measures (AB 1 X2, ABB 2 X6, AB 80 X3, and AB 33 X8,  
            none of which have been heard by committees.

           Analysis Prepared by  :    Brad Williams / APPR. / (916) 319-2081