BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1887
                                                                  Page 1

          Date of Hearing:  April 26, 2012

                             ASSEMBLY COMMITTEE ON RULES
                                Nancy Skinner, Chair
               AB 1887 (Portantino) - As Introduced:  February 22, 2012
           
          SUBJECT  :  Legislative funds.

           SUMMARY  :  Imposes new limits on the Legislature's discretion in 
          using its operating funds and adds new requirements to audits of 
          legislative funds.  Specifically,  this bill  :  

          1)Makes appropriations for contingent expenses of the Senate and 
            Assembly available for expenditure for one year after the date 
            upon which the appropriations become available.

          2)Transfers any unexpended balance of the appropriations to the 
            General Fund following the last day of the period of 
            availability.

          3)States the intent that the transferred funds, upon 
            appropriation, shall be appropriated to the Student Aid 
            Commission for expenditure in administering the Cal Grant 
            program.

          4)Requires moneys in the legislative operating funds to be 
            expended for a legislative purpose of the house and prohibits 
            transfer to a state agency unless expressly authorized by 
            statute.

          5)Requires the Controller to conduct audits of legislative funds 
            for the 2012-13 and 2013-14 fiscal years and, thereafter, 
            requires the Joint Rules Committee to contract for independent 
            audits to be conducted in accordance with guidelines 
            established by the Controller and generally accepted auditing 
            standards established by the American Institute of Certified 
            Public Accountants (AICPA).

          EXISTING LAW  :

          1)Requires all appropriations for contingent expenses of the 
            Senate and Assembly to be deposited into the Senate Operating 
            Fund and the Assembly Operating Fund, respectively.

          2)Makes appropriations deposited in those operating funds 








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            continuously available without regard to fiscal years, except 
            for appropriations made at extraordinary sessions for the 
            expense of those sessions, which shall be available for 
            expenditure for one year after the appropriation becomes 
            available for expenditure.

          3)Requires the Joint Rules Committee to annually contract for an 
            independent audit of funds of the Legislature to be conducted 
            in accordance with generally accepted auditing standards 
            established by the AICPA and requires reports on the audits to 
            be made public by November 30 of each year for the previous 
            fiscal year ending June 30. 

           FISCAL EFFECT  :  Unknown

           


          COMMENTS  :   

           1)Author's Statement of Purpose:   According to the author's 
            office, the bill is designed to accomplish two goals.  First, 
            the author believes that AB 1887 "will provide for openness 
            and complete accountability by requiring that an outside 
            agency, the State Controller, to conduct �sic] a complete 
            review of the legislature's fiscal matters."  Second, the 
            author believes that it undercuts the budget process to allow 
            the two branches of the Legislature to make their own 
            decisions to cut their budgets and transfer funds to assist 
            other agencies. To solve this perceived problem, the author 
            wants (a) to require the Legislature to return unexpended 
            funds at the end of each year and (b) to permit transfers to 
            other agencies only when a statute is passed and signed to 
            authorize the transfer.  

           2)Background:  For over sixty years, legislative funds generally 
            have been continuously available without regard to fiscal year 
            in part to reflect that the Legislature is a separate branch 
            of government, which is also the case for various judicial 
            branch funds.  Thus, the Legislature must secure funding 
            through the same process of appropriation that other state 
            agencies follow, but thereafter manages its own resources.  AB 
            1887 seeks to alter that mechanism and subject the Legislature 
            to greater control by the executive branch.  









                                                                 AB 1887
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           3)Comparison with Other State Agencies:  Most state 
            appropriations are subject to statutory provisions which allow 
            funds to remain available for two years after the year of 
            appropriation to allow for payment of encumbrances, in essence 
            making the funds available for three years. This reflects the 
            reality that while a cost may be incurred during a fiscal 
            year, the final payment may not be due until after the fiscal 
            year is over. This bill would appear to intend that the State 
            Controller assess the cash balance in legislative operating 
            funds on July 1 of a new fiscal year and transfer to the 
            General Fund any funds remaining in those operating funds.  
            This raises two questions: Why would the Legislature be 
            subject to a standard more stringent than other state 
            agencies?  Is this standard even workable, as it would leave 
            the Legislature without funds to cover bills incurred in May 
            or June of one fiscal year, but only billed or due in July or 
            August of the succeeding fiscal year, or even later?  

           4)Budgetary Flexibility: During the current budget crisis which 
            has now extended over several years, the Assembly and, to a 
            lesser extent, the Senate have imposed strict budgetary limits 
            on staff salaries, travel, equipment purchases, and various 
            other costs.  The goal has been to keep legislative operating 
            costs down and provide some relief to other important state 
            programs. This has allowed the Assembly to provide almost $84 
            million in support to programs such as California State 
            University (CSU), University of California (UC), Cal-FIRE, 
            Employment Development Department (EDD), Department of 
            Education, Department of Veterans Affairs, and others.  
            Similarly, the Senate provided $4.8 million to Cal-FIRE in 
            2009-10.  Current law has allowed the Legislature to target 
            these funds where they are most needed.  For example, when the 
            unemployment insurance claims backlog became of grave concern 
            to families suddenly out of work, EDD received more than $13 
            million over a two-year period.  The Assembly has also been 
            able to provide $8 million in support to UC and CSU during the 
            last five extremely challenging budget cycles, as well as $14 
            million to support child care programs subject to substantial 
            cuts.  Cal-FIRE alone has received almost $35 million in 
            support between the two houses during years of particular 
            challenge.  

             Without the flexibility allowed under current law, these funds 
            could not have been moved to areas of greatest need.  AB 1887 
            would require the full legislative process to enact a statute 








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            before a transfer could be made.  This could hinder efforts to 
            meet an urgent need, such as at Cal-FIRE or during the job 
            crisis to assist EDD.  And, while AB 1887 states its intent 
            that the unused funds go to the Cal Grant program, this 
            provision is only a statement of intent since funds would be 
            available to the program only upon appropriation from the 
            General Fund.
             
           5)Independent Audits:  Current law requires the Legislature to 
            contract for independent audits of specified legislative 
            funds.  Audits are to be conducted in accordance with 
            generally accepted auditing standards established by the 
            AICPA.  AB 1887 would instead have the Controller conduct the 
            audits for the next two fiscal years.  Thereafter, the audits 
            would again be done through legislative contracts with 
            independent auditors, but would also require that the audits 
            be done in accordance with guidelines established by the 
            Controller.  The State Controller is not considered to be an 
            independent auditor of the Legislature under the AICPA 
            standards used in AB 1887.  Since the Legislature determines 
            the Controller's budget, the AICPA standards would not permit 
            the Controller to be the auditor of legislative funds.  The 
            same can be said of the provision requiring the Controller to 
            adopt new standards to be followed by outside auditors.  In 
            addition, the bill gives no specifics regarding what those 
            guidelines are to address.  

          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file.

           Opposition 
           
          None on file.
           

          Analysis Prepared by  : Diane Griffiths/ RLS. / (916) 319-2800