BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1580
                                                                  Page  1

          Date of Hearing:   May 7, 2014

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                   AB 1580 (Yamada) - As Amended:  March 19, 2014 

          Policy Committee:                              Veterans  
          AffairsVote: 7-2

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill imposes review measures and controls on the  
          expenditure of California Veterans Home Morale, Welfare, and  
          Recreation (MWR) funds by requiring that for proposed MWR  
          expenditures of more than $5,000, proposed contracts of more  
          than $25,000 per year, or proposed contracts of more than  
          $100,000, all of the following shall apply:

          1)The administrator of the Veterans Home proposing the  
            expenditure shall submit the proposed expenditure or contract  
            to the secretary of the Department of Veterans Affairs (DVA)  
            for approval. The secretary shall consider the advisory  
            opinion of the department's legal counsel, or another reviewer  
            designated by the department, and any other relevant  
            information to determine whether an expenditure or contract  
            will be approved.

          2)Prior to and upon execution of a proposed expenditure or  
            contract, DVA shall provide written notification, as  
            specified,  in the form of a draft expenditure proposal to the  
            Veterans' Home Allied Council or to another body representing  
            the residents of the affected home or homes.  

           FISCAL EFFECT  

          Ongoing GF costs in the range of $150,000 for the equivalent of  
          1.5 personnel years to DVA to review MWR fund expenditures. 

           COMMENTS  

           1)Rationale  . The author's intent is to implement the  








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            recommendations of a 2013 State Auditor's report that was  
            highly critical of MWR fund use and abuse at the Yountville  
            Home. 

           2)The MWR fund  was established in 1999 by SB 281 (Chesbro) to  
            provide veteran home administrators additional funding to  
            provide for the general welfare of residents beyond medical  
            and housing needs. Each home maintains an individual MWR fund.  
            Monies are deposited into individual funds through a variety  
            of means including proceeds generated from the Veterans' Home  
            Exchange, revenue from prisoner-of-war special license plates,  
            funds from golf course green fees and range ball fees, accrued  
            interest in the account, the recovered cost of care collected  
            from residents' estates, and public donations. The amount of  
            money in each account varies from home to home, ranging from  
            about $4 million at the largest home at Yountville, to $7,000  
            at the recently established West Los Angeles home.  

           3)An October 2013 California State Auditor's investigation   
            report entitled, Wastefulness, Failure to Comply With State  
            Contracting Requirements, and Inexcusable Neglect of Duty  
            revealed that over a two-year period from January 2010 to  
            December 2011, the Yountville Veterans Home administrator  
            executed two contracts using MWR funds without consulting  
            CalVet executive officials, legal counsel, or residents of the  
            Home. The report found both contracts violated state  
            contracting practices and that little or no information had  
            been shared between the administrator of the home and DVA  
            headquarters.  Further, the Department of General Services was  
            not consulted in its role as the agency overseeing state  
            leasing requirements.  

           4)Specifically, according to the auditor's report  :


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          |  "The administrator wasted over $652,000 by executing two                |
          |  contracts-one to build an adventure park on the grounds of the          |
          |  home and the other to operate a caf� and tavern at the home.            |
          |                                                                          |
          |  "The administrator entered into the contract with a vendor to           |
          |  build an adventure park on grounds leased from the home                 |
          |  without making any effort to find out how the residents felt            |
          |  about an adventure park being built on the grounds and without          |
          |  consulting with anyone at Veteran Affairs headquarters or               |








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          |  anyone at the California Department of General Services                 |
          |  (General Services), which has sole authority to lease veterans          |
          |  home property.                                                          |
          |                                                                          |
          |  "Veterans Affairs spent over $228,000 in state funds to halt            |
          |  construction of the adventure park when Veterans Affairs'               |
          |  executives learned of it two months after construction had              |
          |  commenced.                                                              |
          |                                                                          |
          |  "The administrator executed a contract with a vendor to                 |
          |  operate a caf� and tavern without conducting any research into          |
          |  the advisability of accepting the vendor's terms and without            |
          |  soliciting proposals from any other vendors.                            |
          |                                                                          |
          |  "The contract to operate the caf� and tavern charged the                |
          |  vendor rent of only $1 per year to occupy space at the home.            |
          |  Further, the home agreed to pay the vendor a $75,000 annual             |
          |  management fee and to subsidize the cost of operating the two           |
          |  businesses.                                                             |
          |                                                                          |
          |  "Even though General Services advised Veterans Affairs to               |
          |  terminate the contract to operate the caf� and tavern,                  |
          |  Veterans Affairs allowed the contract to continue until the             |
          |  vendor ultimately relinquished operation of the two                     |
          |  businesses, over a year later and after paying over $424,000            |
          |  to the vendor.                                                          |
          |                                                                          |
          |  "The administrator's former supervisor neglected his duty to            |
          |  oversee the administrator's activities and, therefore, did not          |
          |  prevent the unwise, unlawful, and wasteful contracting from             |
          |  occurring."                                                             |
          |                                                                          |
          |5)Auditor's Recommendation.  "We recommended that Veterans Affairs        |
          |  implement specific contracting policies consistent with state           |
          |  requirements and that its recreation fund contracts be reviewed and     |
          |  approved by Veterans Affairs attorneys and the secretary of Veterans    |
          |  Affairs prior to execution. Further, to ensure greater oversight of the |
          |  recreation fund maintained by each of the veterans homes,               |
          |                                                                          |
          |                                                                          |
          |  we recommended that Veterans Affairs require a separate list            |
          |  of certain expenditures from the recreation fund. Also, we              |
          |  recommended that appropriate disciplinary action be taken               |
          |  against the administrator. Finally, we recommended that the             |
          |  Legislature consider increasing statutory controls over the             |








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          |  management of the recreation fund."                                     |
          |                                                                          |
          |6)Does the MWR fund merit additional review and reorganization?           |
          |  Though perhaps beyond the scope of this bill, current issues            |
          |  with the fund raise questions as to whether the fund's sources          |
          |  and structure are appropriate and efficient. The Assembly               |
          |  Veterans Affairs Committee analysis raised a series of                  |
          |  fundamental questions:                                                  |
          |                                                                          |
          |  Should funds recovered as unreimbursed costs of care, paid by           |
          |  the state and recovered at state expense, be deposited into             |
          |  the MWR accounts?                                                       |
          |                                                                          |
          |  MWR accounts have traditionally been maintained in banks local          |
          |  to each Home and managed locally, often with a single local             |
          |  authorized signatory at each Home. This presents security and           |
          |  fraud concerns. Perhaps funds should be held in state                   |
          |  accounts.                                                               |
          |                                                                          |
          |  Should the eight homes have disparate MWR fund amounts?                 |
          |  Perhaps the funds should be managed systemwide, pooled and              |
          |  apportioned according to population, rather than by each home.          |
          |                                                                          |
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           Analysis Prepared by  :    Geoff Long / APPR. / (916) 319-2081