BILL ANALYSIS                                                                                                                                                                                                    �




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  SB 46                       HEARING:  3/16/11
          AUTHOR:  Correa                       FISCAL:  Yes
          VERSION: 3/7/11                       TAX LEVY:  No
          CONSULTANT:  Detwiler                 

                  DISCLOSURE OF PUBLIC OFFICIALS' COMPENSATION
          

          Requires state and local officials to annually disclose 
          their compensation.


                                    Background  

          Newspaper articles report that the City of Bell's city 
          council members received salaries that total $1,800 
          annually for their council service.  Most of Bell's city 
          council members also received annually:
               $18,895 for serving on the Public Financing Authority.
               $18,895 for serving on the Surplus Property Authority.
               $18,895 for serving on the City Housing Authority.
               $18,895 for serving on the Planning Commission.
                    $720 for serving on the Community Redevelopment 
          Agency.

          Bell's contract with its former city manager paid him 
          $23,000 for each biweekly pay period.  The contract 
          provided automatic 12% raises if the City had a "positive 
          cash position" in the previous fiscal year.  Among other 
          benefits, the contract required the City to pay for the 
          employee's costs of PERS membership for retirement 
          benefits.  The City agreed to fully reimburse any expenses 
          of the employee and his dependents that were not covered by 
          the City's medical, dental, and vision insurance policies.  
          The contract also allowed the employee to borrow up to 
          $80,000 from the City, repaid with the employee's vacation 
          leave time.


                                   Existing Law  

          The California Constitution requires county boards of 
          supervisors to set their compensation by ordinance.





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          The California Constitution allows charter cities to 
          determine the process for setting the compensation of their 
          municipal officers and employees.  

          General law cities may pay salaries to their council 
          members, using a statutory schedule based on population.  
          By ordinance, a city council can increase its salaries 
          beyond these statutory amounts, but a raise can't exceed 5% 
          a year since the last increase.  State law prohibits 
          automatic salary increases.  With majority-voter approval, 
          city council members can receive higher or lower salaries 
          than the statute prescribes.  Unless specifically 
          authorized by state law, general law cities can't provide 
          higher compensation for their council members' service on 
          other commissions, committees, boards, or authorities.  
          Some state laws limit the compensation that city council 
          members can receive when they serve on other bodies.  
          However, if another statute allows compensation, but does 
          not set an amount, state law limits the maximum amount to 
          $150 a month.  These statutory limits on general law cities 
          do not apply to what a city can provide its council members 
          for retirement, health and welfare, and federal social 
          security benefits, if the city pays the same benefits for 
          its employees.  These statutory limits do not apply to the 
          reimbursement of council members' actual and necessary 
          expenses (AB 11, De La Torre, 2005).

          Most special districts pay stipends to the members of their 
          governing boards; usually a statutorily set amount for each 
          meeting or each day of service.  A few districts can pay 
          monthly salaries to their governing boards.

          State law allows the governing boards of school districts 
          and community college districts to receive monthly 
          salaries, based on the districts' average daily attendance 
          and the counties' populations.  The county boards of 
          education may receive monthly salaries based on their 
          counties' populations.

          Counties, cities, and special districts (but not school 
          districts) must adopt written policies that control their 
          reimbursements for expenses.  In addition, if a local 
          agency compensates its governing body or key staff, those 
          local officials must receive ethics training every two 
          years (AB 1234, Salinas, 2005).






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          The governing bodies of all local agencies, including 
          school districts, must ratify their executive employees' 
          contracts of employment in open session and reflect those 
          decisions in their minutes.  This requirement applies to 
          superintendents, deputy superintendents, assistant 
          superintendents, associate superintendents, community 
          college presidents, community college vice presidents, 
          community college deputy vice presidents, general managers, 
          city managers, county administrators, or similar chief 
          administrative or executive officers.  Copies of these 
          employment contracts and settlement agreements must be 
          publicly available (SB 1996, Hart, 1992).

          The Political Reform Act requires public officers and key 
          employees to file annual statements of economic interest 
          that disclose their investments, property interests, and 
          sources of income.  Local officials and key employees file 
          their annual statements with their agencies' clerks.  
          Statements of economic interest are open for public 
          inspection and copies must be available within two business 
          days of receipt.


                                   Proposed Law  

          Senate Bill 46 requires each public official to file an 
          annual compensation disclosure form.  When filing the 
          annual form, a public official must follow the Political 
          Reform Act's procedures and deadlines.  Alternatively, if a 
          public agency has a website, SB 46 allows the agency to 
          compile and post the required information for each of its 
          public officials.

          If a public agency has a website, it must post the 
          information from its public officials' compensation 
          disclosure forms and, if applicable, the agency's written 
          policy for reimbursing expenses.

          "  Public official  ."  SB 46 defines a "public official" as 
          anyone who must file a statement of economic interests 
          under the Political Reform Act, except candidates for 
          office.  The bill affects state agencies, including state 
          offices, departments, bureaus, boards, commissions, and the 
          Legislature.  SB 46 also affects local agencies, including 
          counties, cities, special districts, school districts, 
          community college districts, county boards of education, 





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          county superintendents of schools, joint powers agencies, 
          and other political subdivisions of the state.

           Compensation disclosure form  .  By October 1, 2011, the 
          State Controller must adopt regulations to implement the 
          bill's requirements.  SB 46 requires the State Controller's 
          regulations to include the format of the compensation 
          disclosure form, including:
                 The public agency's cost of the public official's 
               annual salary or stipend.
                 The public agency's cost to provide benefits to the 
               public official.
                 The public agency's reimbursements for the public 
               official's expenses.
                 The public agency's cost of the public official's 
               perquisites.
                 When the public official completed ethics training, 
               if applicable.

          A public official must also disclose any amounts that the 
          official received from another public agency if the other 
          agency's governing board includes a quorum or majority of 
          the first public agency.

          The compensation disclosure forms must be open for public 
          inspection and for reproduction within two days of their 
          receipt.  Conditions cannot be imposed on persons who want 
          to inspect or reproduce these forms.  Information or 
          identification cannot be required from the requester.  
          Copying charges can't exceed 10� a page, but a maximum 
          retrieval fee of $5 is allowed for copies of statements 
          that are more than five years old.  A request for more than 
          one compensation disclosure form at the same time must be 
          treated as a single request.

           Enforcement  .  A district attorney or any interested person 
          can file a lawsuit that asks a court to compel a public 
          official or public agency to comply with these 
          requirements.  Before filing the suit, however, the 
          district attorney or interested person must make a written 
          demand that clearly describes the nature of the alleged 
          violation.  Within 30 days, the public official or public 
          agency must  either  correct the alleged violation and notify 
          the demanding party,  or  inform the demanding party of its 
          decision not to correct the alleged violation.  The bill 
          deems inaction within this 30-day period as a decision not 





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          to correct the alleged violation.  Within 15 days, the 
          demanding party must  either  file the lawsuit  or  "thereafter 
          be barred" from filing the suit.  SB 46 requires the court 
          to dismiss a lawsuit with prejudice if the court determines 
          that the alleged violation has been corrected.

           Oversight and sunset  .  By July 1, 2012, the State 
          Controller must recommend to the Governor and Legislature 
          methods for compiling the information from the compensation 
          disclosure forms in publicly accessible databases.  SB 46 
          requires the State Controller's recommendations to include 
          proposals for the establishment, operation, oversight, and 
          funding for these databases.

          By January 1, 2018, the Bureau of State Audits must report 
          to the Governor and Legislature regarding the bill's 
          implementation and effectiveness.

          The requirements created by SB 46 automatically terminate 
          on January 1, 2019, unless the Legislature extends that 
          date or makes the requirements permanent.

           Legislative declarations  .  SB 46 contains legislative 
          findings and declarations relating to the constitutional 
          rights of access to information.  The bill also contains 
          findings and declarations that the disclosure of 
          compensation is a statewide issue and not a municipal 
          affair; these requirements apply to charter cities.  SB 46 
          is an urgency bill that takes effect when signed and 
          chaptered.


                               State Revenue Impact
           
          No estimate.


                                     Comments  

          1.   Purpose of the bill  .  The California Constitution 
          declares that The people have the right of access to 
          information concerning the conduct of the people's 
          business, and therefore, the meetings of public bodies and 
          the writings of public officials and agencies shall be open 
          to public scrutiny.  Exposing government decisions and 
          documents to public review is an important ingredient of an 





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          informed democracy because scrutiny can prevent mischief 
          and even corruption.  As the late U.S. Supreme Court 
          Justice Brandeis wrote in 1913, Sunlight is said to be the 
          best of disinfectants.  SB 46 advances public participation 
          by opening to scrutiny state and local decisions about 
          public officials' compensation.


          2.   Five months later  .  "Transparency and Accountability: 
          Pursuing the Public's Right to Know" was the topic of the 
          October 20, 2010 hearing held in Santa Ana by the former 
          Senate Local Government Committee.  Legislators learned 
          from more than 20 speakers.  After the hearing, the 
          Committee's staff found:
                 Unanimous support for statutory changes that will 
               require more public disclosure of public officials' 
               compensation.
                 General support that public officials should 
               disclose all forms of their compensation.  However, 
               there was no consensus on whether public officials 
               should disclose their reimbursement payments, and 
               there were cautionary notes about privacy concerns 
               regarding medical benefits and worksites.
                 General support for requiring all public officials 
               to disclose their compensation.  However, K-12 
               schools, community colleges, and the University of 
               California contended that the current laws are 
               adequate.
                 General support for public disclosure methods that 
               produce public disclosure reports which are precise, 
               reliable, accessible, and inexpensive.
                 Mixed advice on how to collect, store, and 
               distribute reports.  Should the Legislature use the 
               "Form 700" approach in SB 501 (Correa, 2010) or build 
               on the State Controller's recent work?
                 After the hearing, State Controller John Chiang 
               posted an online database of the salaries, pensions, 
               and other compensation for nearly 600,000 county and 
               city employees.
          SB 46 builds on those findings and last year's SB 501 by 
          requiring disclosure by state as well as local officials, 
          expanding the types of compensation that officials must 
          disclose, avoiding disclosure of information that 
          compromise medical privacy and personal safety, and 
          producing disclosure documents that voters and public 
          officials can compare.





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          3.   Home rule and local control  .  The California 
          Constitution requires county supervisors to set their own 
          compensation by adopting referendable ordinances.  Cities 
          that adopt charters have the constitutional authority to 
          control their own "municipal affairs."  State law already 
          regulates the amounts of compensation that general law 
          cities, special districts, and school districts can pay 
          their governing bodies.  Some say that Sacramento is in no 
          position to tell communities how to run their local 
          governments.  Because local governments are closer to the 
          people than the Legislature and the Governor, compensation 
          and personnel decisions belong at the local level.  Instead 
          of poking into local politics, legislators should let a 
          community's voters control their elected officials.  That's 
          why the constitutional home rule provision exists.

          4.   A clear distinction  .  While the California Constitution 
          appears to give counties and charter cities control over 
          their employment practices, a series of court opinions 
          explains "that there is a clear distinction between the 
          substance of a public employee labor issue and the 
          procedure by which it is resolved."  The 2009 Sonoma County 
          decision repeated the rule that "procedural statutes do not 
          conflict with the constitutional powers of local 
          governments."  SB 46's requirement for local officials and 
          employees to file annual compensation disclosure statements 
          appears to be a procedural statute that's within the 
          Legislature's power.  The bill doesn't affect what local 
          governments can pay their governing bodies or their key 
          executive staff.

          5.   Too much or too little  ?  Most of the information that 
          SB 46 requires in a compensation disclosure form is already 
          in the public domain.  The Ralph M. Brown Act, the Public 
          Records Act, and the Political Reform Act already give 
          access to information about how much money local elected 
          officials and key executive staff make.   Some say that 
          requiring the compilation of these facts into a new 
          government form may be an expensive, but not very 
          revealing, bureaucratic exercise.  Conversely, others say 
          that the bill doesn't go far enough.  Local governing 
          boards and executive staff ought to report their 
          compensation to a state-run, searchable data base.  It 
          appears that the bill may satisfy neither those who claim 
          that it is redundant nor those who claim that it fails to 





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          achieve full disclosure.

          6.   Be careful what you ask for  .  To avoid creating a 
          permanent program that might not work, SB 46 sunsets its 
          new requirements on January 1, 2019.  To give future 
          legislators the basis for reviewing these requirements, SB 
          46 requires the Bureau of State Audits to evaluate their 
          "implementation and effectiveness."  Unless the Legislature 
          asks specific questions, it will abdicate responsibility 
          for picking the evaluation criteria to the State Auditor.  
          Vague standards may result in vague recommendations.  The 
          Committee may wish to consider amending SB 46 to spell out 
          the criteria that the State Auditor should use when 
          evaluating the bill's requirements.

          7.   Looks familiar  .  Several of SB 46's features are 
          similar to existing laws.  The bill's reference to written 
          policies for reimbursement payments relies on the 2005 
          Salinas bill.  The timing and procedures for filing the new 
          compensation disclosure forms rely on the existing 
          provisions of the Political Reform Act, as do the 
          requirements for inspecting and copying those forms.  The 
          enforcement provisions track the Ralph M. Brown Act's civil 
          enforcement procedures.  By putting these new requirements 
          within the context of existing statutes instead of creating 
          new procedures, SB 46 makes compliance easier for public 
          officials and public agencies.  Many of SB 46's features 
          appeared in SB 501 (Correa, 2010) which died on the Senate 
          Floor when the Senate failed to take up the bill for 
          concurrence in the Assembly amendments.


                         Support and Opposition  (3/10/11)

           Support  :  American Federation of State, County and 
          Municipal Employees, California Newspaper Publishers 
          Association.

           Opposition  :  Unknown.