BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                   SB 617|
          |Office of Senate Floor Analyses   |                         |
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                                 THIRD READING


          Bill No:  SB 617
          Author:   Calderon (D)
          Amended:  5/4/11
          Vote:     21

           
           SENATE GOVERNMENTAL ORGANIZATION COMM  :  13-0, 04/12/11
          AYES:  Wright, Anderson, Berryhill, Calderon, Cannella, 
            Corbett, De Le�n, Evans, Hernandez, Padilla, Strickland, 
            Wyland, Yee

           SENATE APPROPRIATIONS COMMITTEE  :  9-0, 05/09/11
          AYES:  Kehoe, Walters, Alquist, Emmerson, Lieu, Pavley, 
            Price, Runner, Steinberg


           SUBJECT  :    State government:  financial accountability

           SOURCE  :     Author


           DIGEST  :    This bill recasts and updates various provisions 
          within the Financial Integrity and State Managers 
          Accountability (FISMA) Act of 1983 in order to incorporate 
          best practices in financial accounting.

           ANALYSIS  :    Existing law:

          1.Under the FISMA, heads of state agencies and departments 
            are responsible for establishing and maintaining a system 
            or systems of internal accounting and administrative 
            control within their organizations.

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          2.Under the FISMA, organization management is responsible 
            for documenting the system, communicating the system 
            requirements to employees, assuring that the system is 
            functioning as designed and modifying the system as 
            changes in conditions warrant.

          This bill recasts and updates various provisions within the 
          FISMA Act of 1983 in order to incorporate best practices in 
          financial accounting:  Specifically, this bill:

          1.Renames FISMA as the State Government Fraud Prevention, 
            Detection and Financial Integrity Monitoring and 
            Accountability Act of 2011.

          2.Expands upon existing legislative findings, as specified, 
            and declares that active oversight processes, including 
            regular and ongoing monitoring processes, for the 
            prevention and early detection of fraud and errors in 
            program administration are vital to the appropriate and 
            efficient use of public resources. 

          3.Adds the requirement that effective, independent, and 
            objective ongoing monitoring of the internal accounting 
            and administrative controls be included within each state 
            agency's system of internal accounting and control.

          4.Stipulates that state agency heads must implement systems 
            and processes to ensure the independence and objectivity 
            of the monitoring of internal accounting and 
            administrative control as an ongoing activity.

          5.Requires the Director of Finance to establish a framework 
            of recommended practices to guide state agencies in 
            conducting active ongoing monitoring of processes for 
            internal accounting and administrative control.

          6.Sunsets on January 1, 2014, an existing reporting 
            requirement that directs state agencies to report on the 
            adequacy of their systems of internal accounting and 
            administrative control. 
           
           7.Makes other minor, conforming and clarifying changes.

           Background

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          According to the author's office, since enactment of FISMA 
          in 1983, both state and federal law regarding corporate 
          financial accounting has evolved but the laws requiring the 
          state to practice similar internal accountability and 
          controls have not.

          The author's office notes that FISMA's stated purpose is 
          clear - to promote sound state governmental operations via 
          a mandate for strong and effective systems of internal 
          accounting and agency administrative control.  However, in 
          the 28 years since FISMA was adopted, business and 
          financial accounting has witnessed significant change.  

          The author's office contends that Californians today are 
          keenly concerned for efficiency and accountability at all 
          levels of government however current state law has not yet 
          incorporated the lessons on improving ongoing financial 
          oversight which were gained over the past decade as a 
          result of the Enron financial collapse.  The author's 
          office notes that after the Enron financial debacle, 
          Congress passed the Sarbanes-Oxley "Corporate and Auditing 
          Accountability and Responsibility Act."  Among its reforms, 
          Sarbanes-Oxley introduced the element of ongoing monitoring 
          of internal accounting and administrative controls as vital 
          to ensure they remain fully effective in large 
          organizations.

          The author's office emphasizes that SB 617 is simply 
          intended to update FISMA to include this element of ongoing 
          monitoring as vital to effective oversight and 
          accountability.  The author's office also notes that SB 617 
          does not specify the form monitoring must take. Under the 
          existing Act, it is up to the Director of Finance, with 
          input from the State Auditor, the State Controller, and the 
          Treasurer, to recommend suitable controls. SB 617 maintains 
          this pattern by deferring to these agencies to recommend a 
          suitable monitoring framework.  

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

          According to the Senate Appropriations Committee:


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           Major Provisions                   2011-12           
           2012-13   2013-14   Fund  
          Establish ongoing monitoring    Likely minor costs 
          initially and ongoing;General/
          of state accounting and   potential savings and cost 
          avoidance                Special
          administrative controls within    ongoing
          existing system


          PQ:nl  5/11/11   Senate Floor Analyses 

                       SUPPORT/OPPOSITION:  NONE RECEIVED

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