BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 7
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          Date of Hearing:   April 13, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                AB 7 (Portantino) - As Introduced:  December 6, 2010 

          Policy Committee:                              PERS Vote:4-1

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

           SUMMARY  

          Prohibits certain state employees whose annual base salary is 
          over $150,000 from receiving a salary increase or a bonus until 
          January 1, 2014.  Specifically, this bill:

          1)Applies to person employed in the same position or 
            classification. 

          2)Applies to persons employed by the executive, legislative or 
            judicial branches of government, appointees to state boards 
            and commissions and employees of the California State 
            University system, but not local trial court employees. 

          3)Exempts from these provisions state employees whose salaries 
            are governed by a Memoranda of Understanding, a person who 
            occupies a classification that is deemed necessary to public 
            safety and security by the governor through an executive order 
            or a person whose salary is set by the State Constitution. 

          4)Authorizes the Controller to reject a request for payments 
            that violate these provisions.

          5)Urges the University of California system to adopt this policy

           FISCAL EFFECT  

          1)Approximately 3,300 state employees could be subject to the 
            provisions of the bill, according to information provided by 
            the State Controller.  The California State University system 
            has another 350 employees. The majority of state employees 
            that earn in excess of $150,000 would not be affected because 
            they are covered under collective bargaining agreements or are 








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            not scheduled to receive salary increases because of the 
            budget crisis.   If 10 % were prevented from receiving an 
            increase, the savings from the bill would be approximately $3 
            million annually.  If UC were to adopt this policy, the 
            potential savings would be substantially greater.

          2)Reduced savings and/or offsetting costs would occur if: 
             a)   A significant number of employees are exempted by the 
               governor (under the public safety exemption). 

             b)   Selected agencies, such as CalPERS, CalSTRs, or HCD 
               offset the cap on base salary through increased employee 
               incentive payments. 

             c)   Outside investment managers are retained by either 
               CalPERS or CalSTRS.  The restrictions on base pay hamper 
               the retirement systems' ability to recruit and retain 
               qualified investment managers, which may either impact the 
               funds' overall rate-of-return or require the funds to 
               increase reliance on higher-cost outside investment 
               management services.  CalPERs estimates that outside 
               management costs are about $20 million for each $10 billion 
               in investments. The current market value of the CalPERS 
               retirement fund is about $225 billion. 

             d)   If UC adopts this policy.  This could impact the ability 
               of the system to attract and retain top professors and 
               administrators, which could in turn jeopardize receipt of 
               millions of dollars in federal and private research grants, 
               and hamper the ability of the system to operate 
               revenue-producing hospitals and health clinics.

           COMMENTS  

           1)Rationale.   According to the author, California is continuing 
            to face an economic crisis that could soon leave the state 
            without cash to pay its expenses. Given the state fiscal 
            crisis and with unemployment rates in California hovering 
            around 12%, it is not unreasonable to place a salary freeze 
            upon the highest paid state employees." 

           2)Background.   There are select groups of state employees that 
            make in excess of $150,000 annually.  These include CHP 
            officers, investment officers, judges, top management at state 
            agencies and departments and medical professionals, who 








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            principally are at the prisons, mental hospitals and veteran's 
            homes.

           3)Concerns.   CalSTRS and CalPERS have raised a variety of 
            objections to the bill.  CalSTRS is concerned that the agency 
            could face increased difficulty recruiting and retaining 
            experienced and highly qualified staff which could result in 
            higher investment staff vacancy rates and higher recruitment 
            costs.  The specified key executive and investment positions 
            include 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. They note that an 
            alternative could be increased costs resulting from externally 
            managed investment programs.  They also cite the possibility 
            of potential loss of hundreds of millions in investment 
            earnings.

            UC has expressed concerns that this bill could directly affect 
            the University's ability to carry out its core educational 
            mission and that based on salary surveys, UC faculty salaries 
            and those for top management already lag the market.  They 
            also expressed concern about the five academic medical 
            centers, noting that the quality of clinical service may be 
            compromised as well as medical training.  UC argues that the 
            provisions of AB 7 are unworkable as applied to physician 
            practice plans.

            Agencies have also raised the issues that since the bill does 
            not apply to workers covered by MOUs, it could raise issues 
            related to wage compaction.  This would occur if, in 2010-11 
            and/or 2011-12, rank and file employees receive increases 
            that, when combined with overtime pay, significantly reduce 
            the wage differentials between managers and those who they are 
            managing. 

           4)Previous legislation.   This bill is similar to AB 53 
            (Portantino) from 2009 which was held on suspense in the 
            Assembly Appropriations Committee.  It is also similar to the 
            following special session bills from 2009-2010: ABX2 1 
            (Portantino); ABX3 80 (Portantino); and, ABX8 33 (Portantino). 
             None of the three special session bills were heard in 
            committee.

           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081 








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