BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE JUDICIARY COMMITTEE
                             Senator Noreen Evans, Chair
                              2011-2012 Regular Session


          SB 903 (Anderson)
          As Introduced
          Hearing Date: May 3, 2011
          Fiscal: Yes
          Urgency: No
          TW
                    

                                        SUBJECT
                                           
                   Public Retirement Systems:  Investments:  Iran

                                      DESCRIPTION  

          Existing law, the California Public Divest from Iran Act 
          (CPDIA), prohibits the Public Employees' Retirement System 
          (CalPERS) and the State Teacher's Retirement System (CalSTRS) 
          from investing public employee retirement funds in a company 
          with business operations in Iran.  This bill would provide that 
          any determination by the Board of Administration of CalPERS or 
          the Teachers' Retirement Board of CalSTRS that an action taken 
          pursuant to the CPDIA would be a breach of fiduciary duty shall 
          be made in a properly noticed public hearing with an opportunity 
          for public comment.

                                      BACKGROUND  

          According to the U.S. Department of State, Iran remains the most 
          active state sponsor of terrorism. The U.S. Government, by 
          Executive Orders issued by the President as well as by 
          Congressional legislation, prohibits most trade with Iran.  Some 
          sanctions were imposed on Iran because the government is a state 
          sponsor of terrorism, others because of the nuclear 
          proliferation issues, and still more for human rights 
          violations, including infringement of religious freedom.  The 
          commercial relations that do exist between the two countries 
          consist mainly of Iranian purchases of food and medical products 
          and U.S. imports of carpets and food. 

          Congress passed the "Iran Freedom Support Act of 2006" (P.L. 
          109-293) to hold the current Iranian regime accountable for its 
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          threatening behavior and to support a transition to democracy.  
          On March 24, 2007, the United Nations Security Council imposed 
          new, more stringent sanctions in an effort to stop Iran's 
          uranium enrichment program and to try to force it to rejoin 
          negotiations to halt its efforts at developing weapons of mass 
          destruction.  Since 2007, the United Nations Security Council 
          has issued additional sanctions against Iran, and the European 
          Union and Canada have imposed restrictions on investments in 
          Iran's energy sector.  On July 1, 2010, the Comprehensive Iran 
          Sanctions, Accountability and Divestment Act of 2010 (P.L. 
          111-195) was enacted which, among other things, provides a legal 
          framework for U.S. states and local governments to divest their 
          portfolios of foreign companies involved in Iran's energy 
          sector.  

          While most American companies are barred by law from working 
          with or in countries listed as sponsors of terrorism, most 
          foreign companies are legally allowed to operate in such nations 
          unless their own governments prohibit such activity.  

          In California, the Legislature enacted the California Public 
          Divest from Iran Act (CPDIA), which prohibits CalPERS and 
          CalSTRS from investing public employee retirement funds in a 
          company with business operations in Iran that is invested in or 
          engaged in business operations with entities in the defense or 
          nuclear sectors of Iran, or the company is invested or engaged 
          in business operations with entities involved in the development 
          of petroleum or natural gas resources of Iran.  (AB 221 
          (Anderson) Ch. 671, Stats. 2007.) 

          CalPERS and CalSTRS filed reports on December 31, 2009 as 
          required under CPDIA.  
          After reviewing these reports, the California Attorney General 
          notified both CalPERS and CalSTRS of their failure to provide 
          enough detail to enable the public to know whether CalPERS and 
          CalSTRS were complying with CPDIA.  Further, the reports failed 
          to explain why CalPERS and CalSTRS continue to invest in 
          companies that do business in Iran.  (See Attorney General 
          Edmund G. Brown Jr., letters to CalPERS Chief Executive Officer 
          Anne Stausboll and CalSTRS Chief Executive Officer Jack Ehnes, 
          Feb. 8, 2010.)  Further, the 2010 annual report submitted by 
          CalPERS showed that CalPERS continues to maintain investments in 
          companies with business operations in Iran because divesting 
          investments in these companies "would be inconsistent with the 
          Board's constitutional fiduciary duties."  (CalPERS, California 
          Public Divest from Iran Act, Annual Legislative Report (Dec. 31, 
                                                                      



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          2010), pg. 9.)

          This bill would provide that any determination by the Board of 
          Administration of CalPERS or the Teachers' Retirement Board of 
          CalSTRS that an action taken pursuant to the CPDIA would be a 
          breach of fiduciary duty shall be made in a properly noticed 
          public hearing with an opportunity for public comment.

                                CHANGES TO EXISTING LAW
           
           Existing law  , the California Public Divest from Iran Act, 
          generally prohibits the Public Employees' Retirement System and 
          the Teachers' Retirement System from investing public employee 
          retirement funds in a company which has business operations in 
          Iran.  (Gov. Code Sec. 7513.7.)

           Existing law  defines the "board" to mean the Board of 
          Administration of the Public Employees' Retirement System or the 
          Teachers' Retirement Board of the
          State Teachers' Retirement System, as applicable.  (Gov. Code 
          Sec. 7513.7(a)(1).)
           Existing law  defines "substantial action" to mean a boycott of 
          the government of Iran, curtailing business in Iran, as 
          specified, or selling company assets, equipment, or real and 
          personal property located in Iran.  (Gov. Code Sec. 
          7513.7(a)(9).)

           Existing law  prohibits the board from making additional or new 
          investments or
          renewing existing investments in a company which has business 
          operations in Iran that has failed to take substantial action 
          and the board is required to liquidate the investments of the 
          board in that company, as specified, in a manner consistent with 
          the board's fiduciary responsibilities under the California 
          Constitution, Article XVI, Section 17.  (Gov. Code Sec. 
          7513.7(h).)  

           Existing law  , the California Constitution, provides that the 
          board has the sole and exclusive responsibility to administer 
          the retirement system in a manner that will assure prompt 
          delivery of benefits and related services to the participants 
          and their beneficiaries.  The assets of a public pension or 
          retirement system are trust funds and shall be held for the 
          exclusive purposes of providing benefits to participants in the 
          pension or retirement system and their beneficiaries and 
          defraying reasonable expenses of administering the system.  
                                                                      



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          (Cal. Const., art. XVI, sec. 17.)

           Existing law  , the California Constitution, provides that the 
          people have the right of access to information concerning the 
          people's business and requires meetings of public bodies and the 
          writings of public officials and agencies to be open to public 
          scrutiny.  (Cal. Const., art. I, sec. 3(b)(1).)

           Existing law  , the Bagley-Keene Open Meeting Act, provides 
          statutory requirements of state public bodies to keep the public 
          informed.  (Gov. Code Sec. 11120 et seq.)  Existing law requires 
          state public bodies to post notices and agendas of state public 
          body meetings.  (Gov. Code Secs. 11123, 11125, 11125.4, 11125.5, 
          11125.9, and 11126.)  

           This bill  would require the board, when making a determination 
          that an action taken pursuant to the CPDIA would be a breach of 
          fiduciary duty, to make such determination in a properly noticed 
          public hearing with an opportunity for public comment.
             
                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:
          
            In recent legislative oversight hearings in 2010, and in the 
            annual reports issued by CalPERS �California Public Employees' 
            Retirement System] and CalSTRS �California State Teachers' 
            Retirement System], the divestment process required by law 
            lacks adequate accountability and transparency in the 
            decision-making process to - contrary to the clear and 
            undeniable intent of the law, and expressed will of the 
            Legislature - still remain invested in the Islamic Republic of 
            Iran.

            In a recent letter from Attorney General Jerry Brown to 
            CalPERS, Brown wrote:  "Unfortunately, in violation of state 
            law, the report fails to explain why CalPERS continues to 
            invest in companies that do business in Iran."

            This transparency bill would simply allow that "(A)ny 
            determination that an action would be a breach of fiduciary 
            duty shall be made in a public hearing of the full board after 
            proper public notice and an opportunity for public comment."
          
                                                                      



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          2.  Public access to determinations regarding the California 
            Public Divest from Iran Act (CPDIA)  

          This bill would require the Board of Administration of CalPERS 
          or the Teachers' Retirement Board of CalSTRS, when making a 
          determination that an action taken pursuant to the CPDIA would 
          be a breach of fiduciary duty, to make such determination in a 
          properly noticed public hearing with an opportunity for public 
          comment.  Existing law provides a public right of access to 
          information concerning the people's business and requires 
          meetings of public bodies and the writings of public officials 
          and agencies to be open to public scrutiny.  (Cal. Const., art. 
          I, sec. 3(b)(1).)  In furtherance of this constitutional right, 
          the Legislature enacted the Bagley-Keene Open Meeting Act 
          (Bagley-Keene), which provides statutory requirements of state 
          public bodies to keep the public informed.  (Gov. Code Sec. 
          11120 et seq.)  Bagley-Keene also requires state public bodies 
          to post notices and agendas of state public body meetings.  
          (Gov. Code Secs. 11123, 11125, 11125.4, 11125.5, 11125.9, and 
          11126.)  

          In support of this bill, the author points to the February 8, 
          2010 letters submitted by the Attorney General to CalPERS and 
          CalSTRS, which notified each agency of its failure to provide 
          adequate information to enable the public to know whether 
          CalPERS and CalSTRS were complying with CPDIA.  The Attorney 
          General also notified them that the reports submitted by these 
          agencies as required by the CPDIA had failed to explain why 
          CalPERS and CalSTRS continue to invest in companies that do 
          business in Iran.  (See Attorney General Edmund G. Brown Jr., 
          letters to CalPERS Chief Executive Officer Anne Stausboll and 
          CalSTRS Chief Executive Officer Jack Ehnes, Feb. 8, 2010.)  

          A review of the CalPERS annual report submitted to the 
          Legislature on December 31, 2010 revealed that CalPERS continues 
          to maintain investments contrary to the requirements of CPDIA.  
          In support of CalPERS inaction to divest from Iran businesses 
          required under CPDIA, CalPERS stated in the annual report that 
          "�t]he CalPERS Board, with advice from external fiduciary legal 
          counsel and contemplation of staff and Wilshire cost analysis, 
          concluded that it would be inconsistent with the Board's 
          constitutional fiduciary duties to implement a divestment of 
          companies with Iran business operations solely to comply with 
          the Iran Act."  (CalPERS, California Public Divest from Iran 
          Act, Annual Legislative Report (Dec. 31, 2010), pg. 9.)
          The Committee has not received a letter from CalSTRS, but an 
                                                                      



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          analysis posted on the CalSTRS website expressed concern that 
          this bill would be in conflict with Government Code Section 
          11126, which authorizes a state agency to hold closed sessions 
          when considering investment decisions.  CalSTRS argues that if 
          the public knows that CalSTRS is about to sell the stock in 
          companies doing business with Iran, there could be a negative 
          market impact on the investment, and the shares would lose value 
          by the time CalSTRS sold the shares, resulting in a loss of 
          pension funds.

          The author argues that, given the Attorney General's findings 
          that CalPERS and CalSTRS have failed to divest their investments 
          as required under the CPDIA and subsequent annual reports by 
          CalPERS and CalSTRS showing the failure to comply with CPDIA, 
          the public has a right of access under the Constitution to 
          oversee these agencies and their decisions for failing to 
          conform to the divestment requirements.  The Jewish Public 
          Affairs Committee, a supporter of this bill, argues that "�i]t 
          is clear from both legislative oversight hearings and the 
          reports issued by these agencies, particularly CalPERS, that 
          they are avoiding the intent of the Legislature and have not 
          divested.  These decisions are based on a questionable 
          interpretation of fiduciary duty. . . . �SB 903] would . . . 
          clarify the burden of making such a finding by shifting the 
          findings burden to a specific determination of inconsistency 
          which is more in line with Legislative intent."  The author 
          argues that if these agencies believe they have fiduciary duties 
          that will be breached by divesting the investments, then the 
          public has a right to know why.  Accordingly, this bill would 
          provide that determinations by CalPERS and CalSTRS regarding 
          their fiduciary duties with respect to investments in Iran would 
          be made at a properly noticed public hearing with an opportunity 
          for the public to comment on the determinations.   


           Support  :  Jewish Public Affairs Committee

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation  :  AB 1151 (Feuer), among other 
          things, would require determinations under the California Public 
          Divest from Iran Act to be disclosed in properly noticed, public 
                                                                      



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          hearings.  This bill is in the Assembly Judiciary Committee.

           Prior Legislation  :  See Background.

           Prior Vote  :  Senate Committee on Public Employment and 
          Retirement to be heard May 2, 2011

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