BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 1561
                                                                  Page  1

          Date of Hearing:   May 2, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                  AB 1561 (Hernandez) - As Amended:  April 23, 2012 

          Policy Committee:                              Higher 
          EducationVote:8-0

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:               

           SUMMARY  


          This bill limits compensation increases for certain 
          executive-level positions at the University of California (UC) 
          and the California State University (CSU). Specifically, this 
          bill:


             1)   Prohibits the CSU Trustees from entering into or 
               renewing a contract that provides for any compensation 
               increase for an administrator using state funds or tuition 
               revenue, in any fiscal year where the amount of General 
               Fund monies appropriated to CSU is less than the amount 
               appropriated in the immediately preceding fiscal year or in 
               a year when mandatory systemwide tuition is increased in 
               the same fiscal year.

             2)   Prohibits the trustees from otherwise providing a 
               compensation increase for an administrator that exceeds the 
               previous compensation for that position by more than 10%, 
               and limits future annual compensation increases to the 
               percentage change in inflation, as specified.

             3)   Defines administrator, for purposes of the above, as 
               including, but not limited to: the CSU Chancellor and any 
               vice chancellor of the university; the president of each 
               campus; all assistance presidents, associate presidents, 
               and vice-president of each campus; all provosts and vice 
               provosts of each campus; and the chief counsel of each 
               campus of the university.









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             4)   Requests that the UC Regents conform to the same 
               compensation restrictions established in (1).

             5)   Defines administrator, for purposes of (3), as 
               including, but not limited to: the UC President; a 
               vice-president of the university; the regents' secretary; 
               the university treasurer and general counsel; and the 
               chancellor, assistant chancellors, associate chancellors, 
               vice chancellors, provosts, vice provosts, and chief campus 
               counsel of each campus of the university.

             6)   Defines compensation as salary, benefits, perquisites, 
               severance payments, retirement benefits, or any other form 
               of compensation.

           FISCAL EFFECT  

          The bill's restrictions on compensation will likely increase 
          turnover in the affected executive administrator positions, as 
          executives leave CSU for favorable compensation prospects. CSU 
          will incur significant additional costs associated with filling 
          these additional vacancies. CSU estimates the cost to fill each 
          vacant president position is around $500,000, including the 
          search firm, travel expenses, relocation expenses, and interim 
          president's salary. CSU has not quantified the total number of 
          positions impacted by this bill. (The bill states that its 
          provisions are not limited only to the administrative positions 
          specifically named, so it is unclear how many positions would be 
          impacted.) CSU indicates, however, that the system has about 100 
          vice presidents and provosts, with an average base salary of 
          $197,000. Using an industry standard of 160% of base salary to 
          fill an administrative position yields an average cost of about 
          $315,000 per additional vacancy.

          UC will experience similar cost impacts. UC estimates the bill 
          potentially impacts 314 senior management positions and that the 
          estimated average replacement cost for these positions is 
          $404,000. UC notes that 58% of its Senior Management Group is 
          eligible to retire, and contends the bill would induce a 
          significant number to elect to retire due the compensation 
          restrictions. About 11% of UC's budget is supported by the 
          General Fund.

          The above costs will be partially offset by savings from the 
          compensation limitations provided for in the bill.








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           COMMENTS  

           1)Purpose  . According to the author, "At a time in which both the 
            CSU and UC systems are simultaneously experiencing budget cuts 
            and student fee increases, it does not make fiscal sense to 
            have high-level executives be paid exorbitant compensation 
            increases at the expense of students. The State must remain 
            vigilant and guarantee that the limited public resources with 
            which it has provided to the CSUs and UCs are being used 
            appropriately to enhance and expand actual student services, 
            and to ensure and maintain a quality education."

             In support  , the University of California Student Association 
            argues that this bill will restore the public's trust in the 
            CSU and UC by limiting executive compensation increases when 
            students and families must face mandatory systemwide fee hikes 
            and reduced course offerings and student services.  

            According to the American Federation of State, County, and 
            Municipal Employees, Local 3299, "Increasing executive 
            salaries while simultaneously increasing tuition costs for 
            students who are already struggling with fewer available 
            classes, larger classroom sizes and higher fees is 
            unconscionable and should not be tolerated."

           2)CSU Compensation Policy  . In January, the CSU Trustees adopted 
            an executive compensation policy that: (a) establishes a cap 
            of no more than 10% above the predecessor's salary from state 
            funds for incoming presidents; (b) establishes a new set of 
            comparison institutions, divided into tiers to recognize the 
            differences in the sizes and mission of the 23 campuses; and 
            (c) increases opportunities for CSU campus and system leaders 
            to develop the experience and skills necessary to be a 
            successful president.

           3)In comparing CSU's policy to this bill  :

             a)   CSU's policy applies only to campus presidents, while AB 
               1561 applies to many more administrative classifications.

             b)   CSU's policy applies regardless of changes in General 
               Fund support or tuition levels. Under AB 1561, 
               administrator compensation could only be increased in years 
               when CSU's state funds increase and tuition does not 








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               increase.

             c)   CSU's policy includes a 10% cap above the predecessor 
               president's salary from state funds. (An amendment to this 
               policy, which is pending before the CSU Board of Trustees 
               at its May 9 meeting, would limit an incoming president's 
               base salary, using state funds, to the prior president's 
               salary level.) AB 1561 applies the cap to total 
               administrator compensation, including auxiliary funding and 
               other forms of compensation.

             d)   CSU's policy does not address subsequent salary 
               increases, while this bill limits those increases to the 
               annual rate of inflation.

           4)UC Compensation  . UC currently has no policy limiting executive 
            compensation. However, pursuant to a request from the Chair 
            and Vice Chair of the Regents' Committee on Compensation, the 
            UC Office of the President intends to undertake a review of 
            the compensation paid to chancellors at other universities and 
            report its findings at a Regents' meeting in 2012.

           5)Comparison to Other Institutions  . CSU estimates an 18% base 
            salary lag in administrative salaries compared to systems in 
            other states.  A UC study found that cash compensation for 
            senior managers, on average, was 22% lower than their 
            counterparts at similar institutions. Total compensation for 
            top administrators, including university chancellors, was 14% 
            below their respective counterparts.


           6)Opposition  .  CSU argues the bill will jeopardize its ability 
            to attract new leaders and retain existing ones, and that "it 
            penalizes the system and its leadership for state budget 
            decisions." CSU argues that compensation decisions are best 
            made by the trustees and that recent policy changes have 
            responded to current concerns and criticisms in a thoughtful 
            way.



            UC similarly indicates that AB 1561 would impair its ability 
            to compete for and retain administrators at a time of "major 
            budget reductions, restructuring and realignment that require 
            the skills and abilities of highly qualified personnel?" UC 








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            argues further that "there is a tenuous relationship at best 
            between state General Fund support (now less than 12% of total 
            University funding) and the need of the University to provide 
            reasonable increases periodically to key employees who are 
            serving the University well." 



            UC further contends there is no relationship between 
            compensation packages for administrators and student fee 
            increases, with the latter being the result of the significant 
            drop in the state's support to UC.


           7)Related Legislation  . Several bills have been introduced on 
            this subject, including:

             a)   SB 952 (Alquist), pending in Senate Appropriations, 
               limits salary increases using state funds to 10% above the 
               predecessor's salary for positions paying over $200,000.

             b)   SB 967 (Yee), which failed passage in the Senate 
               Education Committee, was substantially similar to this 
               bill, capping compensation at 5% instead of 10% of the 
               predecessor's total compensation.  

             c)   SB 1368 (Anderson), which failed in Senate Governmental 
               Organization, limits the annual salary of a state officer 
               or employee to the annual salary authorized to be received 
               by the governor.  


             d)   ABx1 39 (Hernández, 2011), which was not heard by the 
               Legislature, was substantially similar to this bill.

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081