BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 288
                                                                  Page  1

          Date of Hearing:  June 15, 2011

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Cameron Smyth, Chair
                SB 288 (Negrete McLeod) - As Amended:  March 29, 2011

           SENATE VOTE  :  36-0
           
          SUBJECT  :  Local government: independent special districts.

           SUMMARY  :  Authorizes the governing board of an independent 
          special district (district) to provide, by resolution, for the 
          establishment of a revolving fund in an amount not to exceed 
          110% of one-twelfth of the district's adopted budget for that 
          fiscal year.  Specifically,  this bill  :   

          1)Authorizes the governing board of a district to provide, by 
            resolution, for the establishment of a revolving fund in an 
            amount not to exceed 110% of 1/12 of the district's adopted 
            budget for that fiscal year. 

          2)Requires the resolution establishing the fund to make 
            specified designations relating to the purposes for which the 
            fund may be expended, the district officer with authority and 
            responsibility over the fund, the necessity for the fund, and 
            the maximum amount of the fund.  

           EXISTING LAW  : 

          1)Authorizes the governing board of the district, by resolution, 
            to provide for the establishment of a revolving fund, in an 
            amount not to exceed $1,000, to be used to make change and pay 
            small bills directly.

          2)Requires the resolution establishing the fund to make 
            specified designations relating to the purposes for which the 
            fund may be expended, the district officer with authority and 
            responsibility over the fund, the necessity for the fund, and 
            the maximum amount of the fund.


          3)Authorizes the governing board of a district to at any time 
            increase, reduce or discontinue any revolving fund established 
            by its order.  If the revolving fund is ordered reduced, the 
            officer entrusted with the fund shall immediately return to 








                                                                  SB 288
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            the county treasurer the amount necessary to reduce the fund 
            as ordered by the board.  If the fund is discontinued, the 
            officer shall immediately pay over the balance of the fund on 
            hand as well as all outstanding receipts to the county 
            treasurer.

           FISCAL EFFECT  :  None

           COMMENTS  :   

          1)California's 3,294 special districts are separate local 
            governments that provide specialized services like fire, 
            water, irrigation, cemetery, and mosquito abatement and vector 
            control, in geographically defined areas.  Two-thirds are 
            independent special districts that operate under governing 
            boards that are either elected by the districts' voters or are 
            appointed for fixed terms.  The remainder of the districts 
            have a dependent board that is either a city council or county 
            board of supervisors serving in an ex officio capacity. 

          2)In 1976, the Legislature authorized independent special 
            districts to establish a $1,000 petty cash fund to pay for 
            routine expenditures, like utility bills (AB 2997, Duffy, 
            1976).  This authority applied only to districts that used the 
            county treasury as the holding place for the districts' funds. 
             In 1982, the Legislature authorized public cemetery districts 
            to establish revolving funds in an amount not to exceed 110% 
            of one-twelfth of the districts' adopted budget for the fiscal 
            year (AB 2388, Kelley, 1982).  In 1990, AB 3179 (N. Waters, 
            1990) granted the same authority to mosquito abatement and 
            vector control districts.

          3)Most independent special districts are authorized to designate 
            their own treasury.  However, some choose to utilize the 
            county treasurer of the principal county as the treasurer of 
            the district.  In the event that the county treasurer serves 
            in this role for the district, it remains critical that the 
            duly elected or appointed members of the district board 
            maintain the ability to finance the district's continuing 
            operations efficiently and effectively.  According to the 
            sponsor, the California Special Districts Association, the 
            current $1,000 revolving fund limit for many districts is 
            inadequate and inconsistent with other district principal 
            acts.  









                                                                  SB 288
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          4)SB 288 creates consistency among the enabling acts of 
            independent special districts.  The $1,000 revolving fund 
            limit has not been increased since 1976, and the authority for 
            establishing larger funds exists only for public cemetery and 
            mosquito abatement and vector control districts.  Public 
            cemetery districts and mosquito abatement and vector control 
            special districts have used larger revolving funds for more 
            than 20 years.  Authorizing all independent special districts 
            to establish larger revolving funds can help them pay their 
            routine expenditures more efficiently and expediently.  110% 
            of one-twelfth of the district's adopted budget is just over 
            one month's worth of expenditures. 

          5)Support arguments: Supporters argue that SB 288 will provide 
            the appropriate level of flexibility to locally governed 
            entities that will facilitate decisions that represent the 
            best interest of the district. 

            Opposition arguments: None at this time.  

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Special Districts Association �SPONSOR]
           
            Opposition 
           
          None on file

           Analysis Prepared by  :    Katie Kolitsos / L. GOV. / (916) 
          319-3958