BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair


          SB 1309 (Negrete McLeod) - Department of Human Resources
          
          Amended: As Introduced          Policy Vote: PE&R 4-0
          Urgency: No                     Mandate: No
          Hearing Date: April 30, 2012                           
          Consultant: Maureen Ortiz       
          
          This bill does not meet the criteria for referral to the 
          Suspense File.


          Bill Summary: SB 1309 makes statutory changes necessary to 
          implement the Governor's Reorganization Plan 1 (GRP 1) with 
          respect to the consolidation of the Department of Personnel 
          Administration (DPA) and the State Personnel Board (SPB) into a 
          single agency to be known as the California Department of Human 
          Resources (CalHR). Additionally, SB 1309 implements an auditing 
          program within CalHR to ensure compliance by departments with 
          the state's Merit Principle.

          Fiscal Impact: Redirection of an existing 14 PYs to support the 
          new audit function as follows:
              4 PYs in the Policy Unit in the amount of $442,000 
              (General)
              10 PYs in the Audit Unit in the amount of $1.266 million 
              (Gen/Special, reimbursed from departments that are audited).

          The Department of Finance has identified total savings of $8.6 
          million ($3.7 million General Fund) as a result of the 
          reorganization, mostly due to a 15% reduction in positions equal 
          to 60.5 PYs when the consolidation is complete.  Most reductions 
          are expected to be achieved through vacancies and attrition over 
          the next few years.  Additionally, fourteen existing positions 
          will be maintained to support the new audit function created in 
          this bill.

          Background: GRP 1, effective July 1, 2012, merges the day-to-day 
          staff operations of the DPA and SPB organizations into a new, 
          consolidated agency, CalHR.  The intent is to relocate the two 
          former departments into a single location by July 1, 2013.  GRP 
          1 retains the independence and autonomy of the State Personnel 
          Board with regard to hearing matters related to the merit 








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          principle for state civil service employees, as required in the 
          Constitution.

          The California Government Reorganization Process provides the 
          Governor with the authority to develop a reorganization of state 
          departments using executive order.  After the language is 
          drafted by the Legislative Counsel Bureau it is submitted to the 
          Little Hoover Commission for review and recommendations.  Thirty 
          days thereafter, the plan is submitted to the Legislature and 
          becomes effective 61 calendar days later unless the Legislature 
          passes a resolution disapproving the plan.  Actual statutory 
          language to enact the reorganization is implemented the 
          following year, however the reorganization is effective even 
          without code language updates.

          Merging the DPA and the SPB is not a new idea. In 1995, in its 
          report "Too Many Agencies, Too Many Rules:  Reforming 
          California's Civil Service", the Little Hoover Commission made 
          recommendations to streamline and improve the state's personnel 
          functions.  Also in 1995, in its "Analysis of the 1995-96 Budget 
          Bill:  Reinventing the State Civil Service", the Legislative 
          Analyst's Office recommended that the Legislature begin the 
          reinvention of the state civil service system.  And, in 1997 the 
          California Research Bureau stated "the Department of Personnel 
          Administration and the State Personnel Board have overlapping 
          responsibilities".  All of these reports have recommended the 
          consolidation of the two entities.

          The Department of Personnel Administration was created in 1981 
          and is responsible for all matters concerning state 
          employer-employee relations related to salaries, benefits, and 
          position classification.  The DPA represents the Governor in 
          collective bargaining with unions representing rank and file 
          state employees.

          The State Personnel Board with five members appointed by the 
          Governor for ten-year terms was established in the California 
          Constitution in 1934.  The SPB is responsible for administering 
          the state's civil service system and ensures that employment 
          decisions are based on merit.  SPB provides a variety of 
          recruitment, selection, classification, appellate, goal setting, 
          training, and consultation services to state departments and 
          local agencies.








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          The Governor's Reorganization Plan 1 proposes to improve the 
          human resources program by establishing a more formal delegation 
          system for personnel offices of line agencies by setting 
          standards for implementing "best practices", ensuring proper 
          position allocations to classifications, ensuring the proper 
          administration of salary, pay rules, overtime, and other working 
          condition issues; as well as establishing auditing and reporting 
          requirements.

          Proposed Law: Aside from updating numerous Government Code 
          sections to properly reflect the name of the newly created 
          department, establishing the Department of Human Resources in 
          Government Code Section 18502, and making other conforming 
          statutory changes for implementation of GRP 1, SB 1309 will 
          establish a new auditing program at CalHR to ensure compliance 
          with the state civil service laws and board regulations.
           
          Specifically, SB 1309 does the following:

             a)    Requires the board to establish rules implementing and 
               enforcing the merit principle in the state civil service 
               system.
             b)   Allows the board to conduct an audit of any appointing 
               authority's personnel practices including selection and 
               examination procedures, appointments, promotions, the 
               management of probationary periods, personal service 
               contracts, discipline and adverse actions, and any other 
               component of the merit principle.
             c)   Authorizes the board to inspect documents, policies, 
               practices, and procedures of the appointing authority when 
               conducting an audit, and to interview staff and witnesses.
             d)   Authorizes the board to provide a report to the 
               department upon completion of the audit identifying any 
               deficiencies it finds.

          SB 1309 authorizes the board to use any of the following 
          remedies when determining an appointment authority is subject to 
          corrective action:

             a)   Revocation or modification of the terms of the 
               delegation agreement between the appointing authority and 
               the department.








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             b)   Require the appointing authority to compensate the 
               department for the actual and necessary costs of any and 
               all personnel functions the department performs, as 
               specified.
             c)   Void examinations, abolish eligibility lists and void 
               appointments.
             d)   Seek approval from the Department of Finance for 
               redirection of positions from the appointing authority to 
               the department to perform all personnel related functions 
               formerly performed by the appointing authority.

          SB 1309 authorizes the board to recover from an audited 
          department the entire cost of any audit or investigation it 
          conducts.

          Related Legislation: A companion measure, SB 1308 (Negrete 
          McLeod) 2012, makes numerous statutory changes necessary to 
          implement the GRP 1.  That measure is currently pending in the 
          Assembly.

          Staff Comments: Through the GRP 1, line agencies will be given 
          more control over all aspects of Human Resources at their 
          respective departments, however, in order to ensure the 
          Constitutional mandate to preserve the merit principle in state 
          government, a fair and robust audit program is necessary.  

          The audit function will not require any new funding or PYs since 
          an existing 14 positions that now are used for constructing, 
          validating, and administering civil service exams; conducting 
          psychological and medical screenings; authorizing and voiding 
          appointments; and preparing the bilingual services and annual 
          census reports will instead be responsible for developing policy 
          guidance for departments on test validation and construction, 
          and performing audits to ensure that they are in compliance with 
          board policy.

          As in past practice, General Fund positions are used to staff 
          policy functions, whereas reimbursable positions are used for 
          audit activities.  In essence, all 14 positions are existing 
          positions that are being redirected to perform merit-related 
          functions in a different way.










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