BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 106
                                                                  Page  1

          Date of Hearing:   July 15, 2009

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Kevin De Leon, Chair

            SB 106 (Committee on Local Government) - As Amended:  June 25,  
                                        2009 

          Policy Committee:                             Education  
          Vote:10-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              No

           SUMMARY  

          This bill requires a local agency official of a community  
          college (CC) district, county board of education, or school  
          district, who is serving as of January 1, 2010, to receive  
          ethics training before January 1, 2011 and at least once every  
          two years.  Specifically, this bill:  

          1)Specifies that training is required  if a local agency  
            provides any type of compensation, salary, or stipend to a  
            member of a legislative body, or provides reimbursement for  
            actual and necessary expenses incurred by a member of a  
            legislative body in the performance of official duties, as  
            specified.  

          2)Specifies that this measure does not apply to local agency  
            officials whose term ends before January 1, 2011.  

           FISCAL EFFECT  

          Unknown potential reimbursable GF/98 mandated costs, likely  
          between $115,000 and $280,000, to require school district, CC  
          district, and county board members to complete ethics training.   
          This assumes approximately 280 and 565 educational entities file  
          a mandate reimbursement claim related to notification of  
          training, cost of providing the training, and enforcement of the  
          requirement.  There are 1,050 school district governing boards;  
          58 county boards of education; and 22 CC districts.  

           COMMENTS  









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           1)Purpose  .  AB 1234 (Salinas), Chapter 700, Statutes of 2005,  
            required a local agency (i.e., city, county, special district,  
            charter city, and city and county) that provided any type of  
            compensation to a member of a legislative body to provide  
            ethics training to these members.  

            A 2007 survey conducted by the Bakersfield Californian  
            reported that school board members in Kern County failed to  
            disclose their financial interests, as required by law.   
            According to the Senate Local Government Committee, author of  
            this bill, "The public values honest government. And good  
            government relies on the support of the governed.  Government  
            leaders earn their constituents' trust by acting in the public  
            interest and behaving with integrity.  But the public's trust  
            in our representative democracy is fragile; even small ethical  
            lapses can swiftly undermine confidence in public  
            institutions."  

            This bill adds CC district, county board of education, and  
            school district governing board members to the list of  
            individuals required to complete ethics training.  

           2)Existing law  .  For the most part, statue is permissive in  
            terms of educational governing boards providing compensation  
            to their members.  However, statute requires CC governing  
            boards to provide for the payment of travel expenses for any  
            representatives of the board, as specified.  

           3)Do local governing boards require ethics training for their  
            members  ?  According to the California School Boards  
            Association (CSBA), the organization does not make ethics  
            training available to its members.  However, it is unclear  
            whether or not individual governing boards make this available  
            to their board members.    

            The Attorney General's Office (AG), in conjunction with the  
            Fair Political Practice Commission (FPPC), has developed  
            guidelines to articulate the ethics course content for state  
            and local governments.  The AG's website indicates that ethics  
            training for local governments may be offered by commercial  
            enterprises, non-profit organizations, and a local agency's  
            own legal counsel.  The AG does state that any outside  
            entities should review the guidelines it has developed for  
            this training.  









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            The FPPC, in conjunction with the Institute For Local  
            Government, has developed an online ethics training course  
            available at the FPPC's website for local governments. The  
            course has been approved by the AG and the FPPC.    

           4)Non-fiscal bill and potential reimbursable mandate  .  This bill  
            is keyed non-fiscal, however, the committee requested this  
            measure because of the potential reimbursable state-mandated  
            costs associated with requiring educational board members to  
            complete ethics training.  

            Chapter 700 requires local agencies to provide ethics training  
            to their members, if they provide compensation to a member of  
            legislative body.  As mentioned earlier, with the exception of  
            CC districts, statute is permissive as to whether or not  
            educational governing boards provide their members with  
            compensation (travel or otherwise).  According to CSBA,  
            approximately 548 (52%) of the 1,054 school districts provide  
            compensation via a monthly payment or stipend to their school  
            board members.  Since a majority of school districts provide  
            compensation to their members and CC districts are required to  
            provide reimbursement for travel, it is possible that school  
            districts and CC districts may submit a reimbursement claim to  
            the Commission on State Mandates (CSM) for providing ethics  
            training.  The claim may request costs associated with staff  
            time regarding notification of training to its members,  
            enforcement procedures, and actual costs of the training.  

           5)City of Newport Beach test claim on Chapter 700  .  In October  
            2007, the City of Newport Beach filed a test claim with the  
            CSM.  They argue that because the state required the city to  
            offer ethics training per Chapter 700, it is entitled to the  
            reimbursement for new duties performed as a result of this  
            law.  Specifically, the new duties identified by the City of  
            Newport Beach include developing forms, disseminating  
            information on available training, and maintaining training  
            records.  

            In December 2007, the Department of Finance (DOF) reviewed  
            this test claim and argues that Chapter 700 does not create a  
            new state mandate because the local agencies' have the  
            discretion as to whether or not they provide their board  
            members with compensation.  Specifically, DOF argues that  
            "portions of the test claim are not reimbursable state  
            mandates because the local agencies' decision to compensate  








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            and/or reimburse their members is optional."  Also, DOF cites  
            a 2003 court decision that resulted in the court affirming  
            that "where participation is the underlying program is  
            voluntary, the resulting new attached requirements do not  
            constitute a reimbursable state mandate."      

            The determination of whether or not a test claim is as a state  
            reimbursable mandated costs lies solely with the CSM.  As of  
            May 2009, this test claim has not been heard by the CSM and  
            therefore, no decision has been made on this claim.    

           6)Previous legislation  .  SB 76 (Florez), which was very similar  
            to this measure, was held on this committee's suspense file in  
            August 2007.  





            

           Analysis Prepared by  :    Kimberly Rodriguez / APPR. / (916)  
          319-2081