BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 14
                                                                  Page  1

          Date of Hearing:   July 14, 2011

                            ASSEMBLY COMMITTEE ON BUDGET
                               Bob Blumenfield, Chair
            SB 14 (Wolk, DeSaulnier, and Huff) - As Amended:  May 19, 2011

           SENATE VOTE  :   38-0
           
          SUBJECT  :   State Budget

           SUMMARY  :  Creates a performance-based budget process and a 
          program evaluation legislative process.  Specifically,  this 
          bill:  

       1)Requires, by 2014-15, the Governor to include the following 
            information in the January budget:

             a)   The mission and goals of each agency;

             b)   The activities and programs of the agency;

             c)   Performance measures that reflect the desired outcomes 
               of the agency and a targeted performance level of the 
               following year;

             d)   Prior-year performance data; and,

             e)   A description of the impacts to current beneficiaries of 
               a program proposed for modification or elimination.

       2)Implements the new performance-based budgeting requirements 
            subject to appropriation in the budget, but requires the 
            Department of Finance to prepare a plan that expects one-third 
            of all state expenditures will use performance-based budgeting 
            in the 2012-13 budget process.  

       3)Requires the Department of Finance to develop an implementation 
            plan, guidelines for developing performance measures used in 
            performance-based budgeting, and training programs for state 
            employees.  A task force, consisting of the Director of 
            Finance, the Controller, and the chairs and vice chairs of 
            budget committees in both houses would review and comment on 
            the Department of Finance's plan, guidelines, and training 
            program.









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       4)Requires the Legislature to designate a committee to adopt a 
            process and timeline for a performance review of all state 
            programs at least once every ten years.  Stipulates that 
            one-third of all General Fund expenditures must be reviewed by 
            July 1, 2015 and two-thirds of all General Fund expenditures 
            must be reviewed by January 1, 2018.  

           EXISTING LAW  :  Article IV, Section 12 of California's 
          Constitution requires the Governor to submit a balanced budget 
          to the Legislature by January 10th of each year. Government Code 
          Section 13308 requires the submission of the budget trailer bill 
          language by February 1st of each year. 

           FISCAL EFFECT  :  Likely costs starting in the tens of millions 
          associated with additional workload on the part of the 
          Department of Finance, agencies, and departments to prepare the 
          required information in the shortened timeframes provided for in 
          the bill.  

           COMMENTS  :   

          The bill establishes a performance-based budgeting process over 
          a three-year timeframe.  Subject to appropriation in the budget, 
          one-third of the budget would be expected to be 
          performance-based in 2012-13, which would be only ten days after 
          the measure would actually take effect if enacted.  
          Additionally, these activities are subject to appropriation in 
          the budget for implementation.  Full implementation is 
          envisioned by 2014-15.  

          Significant issues are raised by this bill and are outlined 
          below: 

          1)Aggressive Timeline.  This timeline is likely too aggressive 
            for the full implementation of a statewide effort of 
            performance measures.  

             a)   In 1993, the State attempted to pilot performance-based 
               budgeting in three departments; this effort was deemed 
               unsuccessful and was discontinued in 1999.  

             b)   The aggressive timeline may also result in increased 
               costs that could be avoided if implementation could 
               leverage resources with other initiatives, in particular 
               the development and implementation of the Fi$Cal state 








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               accounting and budgeting system that will roll out over the 
               next ten years.  

          1)Task Force Duties.  This bill creates an implementation task 
            force of the Director of Finance, the Controller, and the 
            Chairs and Vice-Chairs of both budget committees to review the 
            DOF plan for implementation, guidelines for development of 
            performance measures, and training needs associated with 
            implementing this bill.  
            
             a)   Given the other time commitments of the members of this 
               task force, it is hard to see how this group could meet 
               often enough to offer substantial guidance and feedback on 
               all of these important implementation issues.  

          1)Development of Performance Measures.  This bill requires that 
            the performance measures associated with performance based 
            budget must be submitted with the main budget submission on 
            January 10th of each year.  

             a)   This provision adds workload to Department of Finance, 
               agencies, and departments during the peak work months, 
               which means increased staff are likely needed to implement 
               the measures on this timetable.  However, the author 
               believes this is needed to ensure that there is a linkage 
               between performance measures and Jan 10 budget. 

          1)Program Evaluation.  This bill mandates that the Legislature 
            designate a policy committee to conduct a program evaluation 
            review of all state programs under specific timelines and 
            using a set of criteria stipulated in the bill.  
            
             a)   If this section were to be enacted, it would create a 
               potential separation of powers issue because the 
               Legislature could not alter its own process for conducting 
               program evaluation without a governor's signature on 
               subsequent legislation.  

             b)   In addition, these components of the bill raise 
               significant process and policy questions over how policy 
               committees would review proposed legislation to change or 
               terminate programs and how these decisions would reconcile 
               and return to the budgeting process.  

           REGISTERED SUPPORT / OPPOSITION  :








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           Support 
           
          State Controller John Chiang (co-source)
          California Forward (co-source)
          AARP
          American Association of University Women
          American Council of Engineering Companies of California
          American Federation of State, County and Municipal Employees
          Bay Area Council
          Business Council of San Joaquin County
          Brocade Communications Systems, Inc.
          California Alliance of Child and Family Services
          California Association of Bed & Breakfast Inns
          California Chamber of Commerce
          California Chapter of the American Fence Association
          California Church IMPACT
          California Construction and Industrial Materials Association
          California Fence Contractors' Association
          California Grocers Association
          California Hotel & Lodging Association
          California Independent Oil Makers Association
          California Manufactures & technology Association
          California Partnership for the San Joaquin Valley
          California Retailers Association
          California Senior Advocates League
          California State Student Association
          California Taxpayers Association
          Consumer Specialty Products Association
          Contra Costa Council
          Engineering Contractors' Association
          Flasher Barricade Association
          Fresno Business Council
          Greater Fresno Area Chamber of Commerce
          Greenlining Institute
          Half Moon Bay Coastside Chamber of Commerce
          Herbalife International of America, Inc.
          Huntington Beach Chamber of Commerce
          Kern County Taxpayers Association
          Los Angeles Area Chamber of Commerce
          Marin Builders' Association
          MoSys Inc.
          Proofpoint Systems Inc.
          San Francisco Chamber of Commerce
          San Gabriel Valley Economic Partnership








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          San Mateo County Economic Development Association
          Santa Clara and San Benito Counties Building and Construction 
            Trades Council
          Santa Cruz County Medical Society
          Saving California Communities
          Service Employees International Union
          State Building and Construction Trades Council of California
          Silicon Valley Leadership Group
          TechAmerica
          USANA Health Sciences, Inc.
          Valley Industry and Commerce Association 
          WELL Network
           
            Opposition 
           
          None on file.

          Analysis Prepared by  :    Christian Griffith / BUDGET / (916) 
          319-2099