BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                    SB 46|
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                                 THIRD READING


          Bill No:  SB 46
          Author:   Correa (D)
          Amended:  6/2/11
          Vote:     27 - Urgency

           
           SENATE GOVERNANCE & FINANCE COMMITTEE  :  7-0, 4/27/11
          AYES:  Wolk, Huff, DeSaulnier, Hancock, Hernandez, Kehoe, 
            Liu
          NO VOTE RECORDED:  Fuller, La Malfa

           SENATE APPROPRIATIONS COMMITTEE  :  9-0, 5/26/11
          AYES:  Kehoe, Walters, Alquist, Emmerson, Lieu, Pavley, 
            Price, Runner, Steinberg


           SUBJECT  :    Public officials:  compensation disclosure

           SOURCE  :     Author


           DIGEST  :    This bill requires, beginning January 1, 2013, 
          until January 1, 21019 every person who is required to file 
          a statement of economic interests and designated employees 
          who file statements under a conflict of interest code to 
          also file a compensation disclosure form, and require each 
          agency to post compensation information on its website.  
          This bill also requires the State Controller's Office (SCO) 
          to adopt emergency regulations for the implementation of 
          these requirements by March 1, 2013, including format of 
          the compensation disclosure form, as specified.  
          Furthermore, the SCO would recommend methods for compiling 
          the compensation information on publicly accessible 
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          databases to the Governor and Legislature by July 1, 2013.  


           Senate Floor Amendments  of 6/2/11 add an urgency clause.

           ANALYSIS  :    The California Constitution requires county 
          boards of supervisors to set their compensation by 
          ordinance.  The California Constitution allows charter 
          cities to determine the process for set-ting 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 the statutory amounts, but a raise can't exceed five 
          percent 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 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 limits do not apply to the reimbursement 
          of council members' actual and necessary expenses (AB 11 
          �De La Torre], Chapter 178, Statutes of 2005).

          This bill requires public officials to file annual 
          compensation disclosure forms.  This bill applies to state, 
          county, and city elected officials and key state, county, 
          and city appointed officials who must file statements of 
          economic interest under the Political Reform Act.  The bill 
          also applies to state and local officials who are 
          designated employees under their agencies' conflict of 
          interest codes.

           Compensation disclosure form  .  By March 1, 2013, the State 

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          Controller must adopt emergency regulations to implement 
          the bill's requirements.  This bill 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 received 
          from another entity if the other governing board shares 
          membership with the public agency.

           Filing methods  .  When filing the annual compensation 
          disclosure forms, state and local officials must follow the 
          Political Reform Act's procedures and dead-lines.  
          Alternatively, if a public agency has a Web site, this bill 
          allows the agency to compile and post the required 
          information for each of its public officials.  If a public 
          agency has a Web site, it must post the information from 
          its public officials' compensation disclosure forms and, if 
          applicable, the agency's written policy for reimbursing 
          expenses.

           Enforcement  .  A district attorney or any interested person 
          can file a lawsuit to compel a public official or agency to 
          comply with these requirements.  Before filing the suit, 
          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 
          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.

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          The bill deems inaction within this 30-day period as a 
          decision not to correct the alleged violation.  Within 15 
          days, the demanding party must either file the lawsuit or 
          "thereafter be barred" from filing the suit.  This bill 
          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, 2013, the State 
          Controller must recommend to the Governor and Legislature 
          methods for compiling the information from the compensation 
          disclosure forms in publicly accessible databases.

          This bill 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 may report 
          to the Governor and Legislature regarding the bill's 
          implementation and effectiveness, including the 
          compensation disclosure forms' accuracy, completeness, ease 
          of use, and timeliness.

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

          This bill 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.  

           Background
           
          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 

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          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.

           Local Executives' Contracts  .  The governing bodies of all 
          local agencies, including school districts, must ratify 
          their executive employees' contracts 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], Chapter 962, 
          Statutes of 1992).

           Local Officials' Expenses and Ethics Training  .  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], Chapter 700, Statutes of 2005).

           Statements of Economic Interest  .  When the voters passed 
          Proposition 9 (1974), a statutory initiative, they enacted 
          the Political Reform Act of 1974.  The Act requires state, 
          county, and city elected officials and key appointed 
          officials to file annual statements of economic interest 
          that disclose their investments, property interests, and 
          sources of income.

          The Act also requires state agencies and local government 
          agencies (counties, cities, special districts, school 
          districts) to adopt conflict of interest codes.  Each 
          agency's conflict of interest code must list its 
          "designated employees" who make decisions that may 
          materially affect their financial interests.  These 
          designated employees must also file annual statements of 
          economic interest.


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          Often called the "Form 700," these statements of economic 
          interest are open for public inspection and copies must be 
          available within two business days of receipt.  Conditions 
          cannot be imposed on persons who want to inspect or 
          repro-duce these forms.  Information or identification 
          cannot be required from the requester.  Copying charges 
          can't exceed ten-cent a page, but a maximum retrieval fee 
          of five dollars is allowed for copies of statements that 
          are more than five years old.

           Bell's Controversy  .  Starting last summer, newspapers 
          reported compensation controversies in the City of Bell 
          that involving city council members and executive staff.  
          While Bell's city council members received $1,800 in annual 
          salaries for their council service, most also received 
          salaries for service on the City's Public Financing 
          Authority, Surplus Property Authority, Housing Authority, 
          Planning Commission, and Community Redevelopment Agency.  
          As a result, most of Bell's city council members received 
          nearly $100,000 a year in compensation.

          Bell's contract with its former city manager paid him 
          $23,000 for each biweekly pay period, with automatic 12 
          percent 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 Public Employees' Retirement 
          System 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.

           State Controller's Reports  .  The State Controller must 
          annually collect and publish information about the 
          financial transactions of counties, cities, special 
          districts, school districts, and re-development agencies.  
          Local officials must provide their information in the time, 
          manner, and format that the Controller requests.

          Responding to the Bell controversy, State Controller John 
          Chiang asked for information about local officials' 
          compensation and reported the results on his website.  The 

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          Controller posts results from counties, cities, and special 
          districts and intends to report state employees' 
          information in May 2011.  The Controller presents each 
          agency's information by job classification, not by the 
          official's name, including:

                     Employee's salary range (minimum and maximum 
                 annual salary).

                     Employee's total wages that are subject to 
                 Medicare reporting (the so-called "Box 5" amount: 
                 wages, overtime, cash and bonus payments).

                     Employee's defined benefit pension formula.

                     Employer contribution to the employee's share 
                 of pension benefits.

                     Employer contribution to the employee's 
                 deferred compensation plan.

                     Employer contribution to the employee's health, 
                 dental, or vision benefits.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  Yes

          According to the Senate Appropriations Committee:

                          Fiscal Impact (in thousands)

           Major Provisions        2011-12     2012-13     2013-14     Fund  

          SCO: form development           $43                    
          General

          SCO: IT & recommendations       $335                   
          General

          FPPC staff review/processing              $100-$150    
          $200-$250             $150-$200           General

          State agency impact   unknown multi-million dollar costs 
          toGeneral/

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                                state agencies to compile 
          compensation          Various
                                information for affected employees 
          and
                                post it on agency Web sites

          BSA report            cost pressures in the range of 
          $200-$250             General
                                to report on effectiveness of the 
          bill in a
                                future year 

           SUPPORT  :   (Verified  6/6/11)

          American Federation of State, County and Municipal 
          Employees
          California Newspaper Publishers Association
          Secretary of State Debra Bowen

           OPPOSITION  :    (Verified  6/6/11)

          Association of California Healthcare Districts
          Association of California School Administrators
          Association of California Water Agencies
          California Association of Clerks and Election Officials
          California Special Districts Association
          California State Association of Counties
          County of Stanislaus
          Regional Council of Rural Counties


          AGB:do  6/6/11   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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