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HomeMy WebLinkAbout8.2 City Mgr Report on Proposition 61 S � 6 'so -50 CITY OF DUBLIN AGENDA STATEMENT CITY COUNCIL MEETING DATE: October 13, 1986 SUBJECT Report from City Manager Re Proposition 61 EXHIBITS ATTACHED Resolution; Gann Initiative ; League of California Cities Special Bulletins ; Cal-Tax Analysis RECOMMENDATION Consider Resolution FINANCIAL STATEMENT: Immediate Costs to the City $35 , 000 to pay off general leave balances of employees . Long term costs are unknown. DESCRIPTION The Gann Fair Pay Initiative (Proposition 61 ) has qualified to appear on the ballot at the -General Election of November 4, 1986 . Attached is a copy of the text of Proposition 61 for Council information. Numerous analyses of Proposition 61 by the League of California Cities , California Taxpayers Association, as well as other organizations conclude that Proposition 61 is ambiguous and unclear , and will in all likelihood be litigated in the courts for sometime if the Proposition passes , in order to clarify the meaning of the provisions of the Proposition. OVERVIEW: ' The Initiative appears to have the following objectives : Salaries to Fringe Benefits : 1 . To limit salaries paid by State and local government to their elected officials and employees . Contracts : 2 . To limit the contract duration as well as compensation paid to private contractors by State and local government . Leave Benefits : 3. To limit the ability of State and local government employees to carry over earned vacation and sick leave from one year to the next . Retirement : 4 . To reduce excessive retirement benefits to persons who have served in more than one paid public position. If passed , it appears that the Initiative would have an effective date of November 5 , 1986 . However , this would be subject to legal interpretation. IMPACTS ON THE CITY OF DUBLIN 1 . Salaries & Fringe Benefits Proposition 61 precludes any state , or local government from compensating elected or appointed employees in excess of 80% of the Governor ' s salary which is established at $80 , 000 . There is a provision of the Proposition that provides that a majority of the voters could approve an increase in salary. The problem with this portion of the initiative is defining .compensation" . Does "compensation" mean salary or salary plus fringe benefits? ---------------------------------------------------------------------------- COPIES TO : ITEM No . , 2s If the initiative refers to only salary , no Dublin employees would have their salaries reduced at this time . However , either future salary compaction between employees in the City would develop or the - salaries of all employees would be frozen in order to maintain acceptable relationships between salary and level of skill and responsibility required of positions throughout the organization. The long term impact on the City would be the inability to attract qualified individuals to the public sector . The City might be able to hire qualified employees on a part-time basis , if it permitted those employees to also work in the private• sector . However , this would result in the need to have more employees and could possibly increase the cost of providing services to the public . If the initiative refers to compensation, the City Manager ' s salary and benefits would be immediately reduced at this time and the same problems identified above would occur much sooner . 2 . Contracts The impact that the initiative has on private contract services is very unclear . Section 26(b) of the initiative limits the Cities ' ability to compensate individuals working under contract in excess of $64 , 000 per year . Section 26(h) of the initiative specifies that the Legislature can enact no laws authorizing a public official to compensate private subcontractors in excess of $751-hour , or an individual under a subcontract in excess of $64 ,000/year , or enter into a contract in excess of two years duration. The problem with these sections of the initiative is in determining what "individual" under contract refers to , as well as "private subcontractors" . If "individual" refers to only a contract between a City and an individual , the City would have to restructure its contract with the City Attorney to limit his compensation to $64,000/year. Legal work required in "excess of $64 , 000/year would probably have to be subcontracted to other attorneys on a fee for service basis since the hourly rate for subcontract services would be limited to $75. 00/hour . It is important to note that the City Attorney ' s present hourly rate includes office overhead, insurance , etc . The City would also be limited in its ability to hire other individuals under contract in the future . These might include engineers , architects , special legal counsel , etc . If "individual" refers to individual employees who work for a firm with which the City contracts , contracts with the following contractors would have to be substantially altered or restructured . TAUGHER & ASSOCIATES (Building & Safety) More contract employees would have to be hired and the hours of existing employees limited . The City may have to separate insurance costs from the hourly rate and pay those costs directly. SANTINA & THOMPSON (Engineering) The City Engineer and individual public works inspectors ' hours would have to be reduced . This would necessitate 'the use of more contract employees to perform the same amount of work at the inspector level , and would probably make it necessary for the City to hire an employee who could perform the City Engineer function on a regular basis . However , the ability of the City to find a qualified engineer who would be willing to work in the public sector under the compensation limits of Proposition 61 is questionable . TJKM (Traffic Engineering) The present hourly rates which the City is charged by TJKM for work undertaken by Senior members of their firm exceeds $75 . 00/hour limit imposed by the initiative . This may result in the City having to hire its own Traffic Engineer on a full time basis to provide traffic engineering services to the City . This would result in additional costs for traffic engineering services incurred by the City. MCE Corporation (Public Works) With respect to the Public Works function performed by MCE Corporation, the primary issue would relate to the duration of the contract . r � Presently , the City has a three year agreement with MCE Corporation for public works services . The City entered into this agreement with MCE Corporation in order to give MCE a sufficient commitment to purchase equipment required to serve the City . The initiative limits the duration of contracts to 2 years. It is uncertain whether or not this limitation on contract duration would impact the contractor ' s ability to continue to provide public works services to the City. There is also a question as to whether or not the two year contract duration would impact the City ' s ability to continue to provide services through private contracts with all the above contractors , if the continuity to the City ' s operations was disrupted every two years . Miscellaneous Contractors The City ' s ability to retain architectural firms , legal firms , planning firms , engineering firms on a project-by-project basis would also be limited in such a way that individuals working under the contract would be limited to $64 ,000/year and the hourly rate to possibly $75 . 00/hour . It is impossible to determine at this time what kind of impact that would have on the City ' s ability to do business . 3. Leave Benefits . Presently, the City of Dublin has a very conservative leave program compared to many older public agencies . City employees are currently limited to approximately two years accrued leave on the books . This maximum leave balance coincides with the City ' s long term disability program. It also gives the employee some level of protection in the event of a serious illness . If employees were limited to carrying a maximum of one year ' s accrued leave , this type of plan could not be provided . The only other alternative would be for the City to obtain State disability insurance - through the State of California with the employee bearing the cost . - If the initiative passes , it is also likely that the City would have to pay all employees for existing leave on the books as of November 5 , 1986 . If this should occur , staff has estimated that cost to the City of paying this leave balance would be approximately $35 , 000 . 4 . Retirement As indicated above , one of the primary purposes or objectives of the initiative appeared to be to reduce excessive retirement benefits to persons who have served more than one paid public position. As shown in the analysis of the Gann Iniative undertaken by the California Taxpayerer ' s Association, the retirement benefits that Gann sought to curtail are actually increased by the initiative . This particular portion of the initiative does not have any direct impact on the City at this time . 5 . Conclusion The passage of Proposition 61 on the City of Dublin will in all likelihood lower the quality of services provided by the City and at the same time increase the costs of providing those services . This will be particularly true in the case of the City of Dublin, if it is found that Proposition 61 will inhibit the City ' s ability to continue to enter into contracts for various services . It is the Staff ' s recommendation that the City Council review the above report and consider the attached resolution indicating the City ' s opposition to Proposition 61 . • RESOLUTION NO . - 86 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN ************************** OPPOSING BALLOT PROPOSITION 61 WHEREAS , Proposition 61 , the Gann Initiative , has qualified for the November 4 , 1986 ballot ; and WHEREAS , Proposition 61 was drafted using terminology and definitions not substantiated or confirmed by California ' s legal system; thereby creating many years of litigation in state courts to define the measure ; and WHEREAS , implementation of Proposition 61 on the basis of preliminary studies is believed to cost California taxpayers in excess of $7 billion; and WHEREAS , Proposition 61 would impact all pay levels of all city , county, state and public employees by setting an arbitrary limit on compensation, which would drastically decrease salaries and make it difficult to maintain salary levels based on skills required and level of responsibility thoroughout public organizations ; and WHEREAS , Proposition 61 would impact the benefits of all public employees by prohibiting the carryover of earned but unused vacation time and sick leave from one year to the next ; and WHEREAS , Propostion 61 is unworkable , unfair , counterproductive and would : ( 1 ) compromise the quality of individuals recruited for - public services ; (2) reduce the effectiveness of our court system by forcing district attorneys and judges into the private sector ; (3) reduce the effectiveness of our law enforcement and public safety agencies by reducing their ability to contract with the private sector for emergency services ; (4) make government less efficient , more costly and less productive by disrupting the services provided by private contract ; (5) have a devastating effect on medical research, care , _ teaching resources and impair recruitment and retention of medical personnel ; (6) take away local control over local issues ; (7 ) impact the private sector by regulating the business relationship between government and contracting businesses ; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin opposes Proposition 61 and urges the citizens of Dublin to vote "NO" on the measure . PASSED, APPROVED AND ADOPTED this 13th day of October , 1986 . AYES : NOES : ABSENT: Mayor ATTEST: City Clerk - it CGi-Tax News 6 Gann Fair Pay Amendment, Initiative Constitutional and Statutory Amendment O SECTION I:Sections 11550 through 11569 of the California Govern- of that jurisdiction.All other sections of the California Elec- ment Code are hereby repealed. . tions Code or a local jurisdiction's Charter shall govern the SECTION II:Section 26 is hereby added to Article XX of the Califor- process for such initiatives. nia Constitution: (h) After the date this section becomes effective,the Legislature; Section 26. Public Salary Limitations. shall enact no laws authorizing any public official covered by this section to engage the services of private subcontrac- (a) On the effective date of this Section, the salary of the tors wherein the contractual amount of compensation exceeds Governor shall be set at$80,000.00 per year and the salary seventy-five dollars per hour and no contract may exceed of all other Constitutional officers and members of the Board two years in duration,and in no event may the total compen- of Equalization shall be set at$52,000.00 per year subject to sation for an individual exceed the amount set forth in subsec- adjustment as set forth in subsection(c)of this Section 26. tion(b)of this Section 2VFurthermore,no state official or agency shall employ,hire,contract with,pay or otherwise com- b) Notwithstanding Article III,Section 4 or any other section _ _. pensate any attorney or legal firm to act on behalf of the state ti this Constitution,but subject to subsection(g)of this Sec- or any agency thereof is a plaintiff or defendant unless staff employee,y state,city,county,city and county or special district counsel for the agency in question and the California Attorney employee,elected or appointed,which shall include individuals General have formally noted a conflict in representing the working under contract,may receive compensation in excess of eighty percent of the Governor's salary.Under special cir- agency. cumstances the Legislature may appropriate funds for (i) If any provision of this section or the application thereof employee services contracted for by agencies in state govern- to any person or circumstances is held invalid,such invalidity went in excess of eighty percent of the Governor's salary if shall not affect the other provisions of this section which the contract or contracts in question do not exceed four years can be given effect without the invalid provision or its in length and are approved by both houses by a two-thirds application and to this end the provisions of this section are roll call vote.Insofar as this section may conflict with a city, severable. - county,or city and county's power to set salaries pursuant to Article XI, Sections 3 through 5, this section shall take SECTION III.Article III,Section 4(b)of the Constitution is hereby precedence. repealed. (c) No increase in the salary of any constitutional officer,member SECTION IV.Article V,Section 12 of the Constitution is amended of the Board of Equalization, member of the Legislature, to read as follows: supreme or appellate court justice or judge of a court of record ARTICLE V, Section 12 Compensation of the Governor, shall become operative unless such increase has been approved Lieutenant Governor,Attorney General,Controller,Secretary by a majority of the voters of the state voting in a statewide of State,Superintendent of Public Instruction,and Treasurer C general election. shall be prescribed by Article XX,Section 26(a)and modifced (d) Notwithstanding any city,county,or city and county charter by the voters of the State of California pursuant to Article adopted pursuant to Article XI,Section 3 of this Constitution, XX, Section 26(c)of this Constitution. no increase in the salary of an elected officer of a city,county, SECTION V. Article VI, Section 5 of the Constitution is amended city and county or special district which establishes the salary payable to its members shall become effective unless such in- to read as follows: crease has been approved by a majority of the voters of the ARTICLE VI,Section 5(a)Each county shall be divided into city,county,city and county,or special district voting on the municipal court and justice court districts as provided by question at an election. statute, but a city may not be divided into more than one (e) On the effective date of this section,the annual salary for those district.Each municipal and justice court shall have one or employees and officials referenced in subsections(b)and(c) more judges. above, except the Governor, Constitutional officers and There shall be a municipal court in each district of more members of the Board of Equalization,shall not exceed eighty than 40,000 residents and a justice court in each district of percent of the annual salary paid to the Governor as of that than 4 residents en less. The number of residents-shall of date.No elected or appointed official,or any employee subject ascertained as provided by statute. be to the provisions of this section shall be permitted to ac- cumulate sick leave or vacation time from one calendar year The Legislature shall provide for the organization and to another. prescribed the jurisdiction of municipal and justice courts. (f) Any public employee on the state or local level who serves It shall prescribe for each municipal court and provide for each in more than one paid public position in this state may not justice court the number,qualifications,and compensation, receive a total aggregate compensation, including pension subject to Article XX, Section 26(c), of judges,officers,and payments derived in whole or in part from public funds, in employees. excess of eighty percent of the Governor's salary. (b)Notwithstanding the provisions of subdivision(a),any city (g) The electorate of any city,county,city and county or special in San Diego County may be divided into more than one district may,by initiative,adjust the salary of any elected municipal court or justice court district if the Legislature or appointed official in that jurisdiction in excess of the limita- determines that unusual geographic conditions warrant such tion set forth in subsection(f)of this Section 26.Notwithstand- division. ing Article II, Section 11 or Article XI, Section 3, no SECTION VI:Article VI,Section 19 of the Constitution is amended legislative body shall enact laws which restrict the electorate's to read as follows: right to use the initiative process to increase or decrease the compensation or the conditions of any future accruals of ARTICLE VI, Section 19. The Legislature shall prescribe O employee benefits of their elected or appointed officials.Any compensation for judges of courts of record,subject to Article laws existing on the effective date of this measure which pur- XX, Section 26(c)of the Constitution. A judge of a court of port to limit the electorate's right to do so are null and void. record may not receive the salary for the judicial office held Notwithstanding any other provision of law,the signatures by the judge while any cause before the judge remains pending of not less than 10 percent of the voters of any jurisdiction and undetermined for 90 days after it has been submitted for shall qualify the initiative for the next general election ballot decision. *SPECIAL BULLETIN #3* August 15, 1986 PROPOSITION 61: GANN PAY LIMITATION INITIATIVE Information Package Index Page Number I. Summary of Legal Proceedings to Change Voter Pamphlet Information . . . . . . . . . . . . . . . . . 1 II . Management Issues Paper II: Effective Date . . . . . . . . . . . . . . . . . . . . . . . . 3 III. Management Issues Paper III: Impact on Collective Bargaining . . . . . . . . . . . . . . . 6 IV. Voter Registration Information . . . . . . . . . . . . . . . . 9 -� r ®v„ League of California Cities ® 1400 K STREET • SACRAMENTO,CA 95814 • (916)444-5790 ",NNW=, California Cities Work Together Sacramento, CA August 15, 1986 TO: MAYORS, CITY MANAGERS, CITY ATTORNEYS, CITY CLERKS IN NON-MANAGER CITIES, POLICE CHIEFS, FIRE CHIEFS, DIRECTORS OF PUBLIC WORKS, PERSONNEL DIRECTORS & DIRECTORS OF PARKS AND RECREATION SUBJECT: SPECIAL BULLETINS: PROPOSITION 61 This is the third in a series of Special Bulletins on Proposition 61 -- the - Gann Pay Limitation Initiative. The League is distributing these Bulletins in an effort to inform city officials and employees of the potential impacts of the measure and how to prepare for them. Since this ballot measure will affect all municipal officials and employees, there is a great deal of interest in disseminating the information to as many of them as possible. For this reason, we would appreciate it if you would copy and distribute these Bulletins to other city officials, department heads and employees. SUMMARY OF LEGAL PROCEEDINGS TO CHANGE VOTER PAMPHLET INFORMATION Court challenges to ballot arguments, rebuttals, analyses and summaries were filed last week on behalf of both the opponents and proponents of Proposition 61. The challenges to the ballot and voter pamphlet information sought to strike information which was "false and misleading" and to include additional information to assure impartial analyses. The filings by the pro-Prop. 61 forces (Gann v. Eu) and the anti-Prop. 61 coalition (Ross v. Eu) were heard in a consolidated case by Sacramento County Superior Court Judge John Sapunor. His rulings are summarized below: 1. All references to pensions were-struck from ballot arguments and rebuttals based on the understanding that this is not a pension initiative, but a salary initiative. 2. The potential one-time $7 billion cost to state and local governments to buy out sick leave and vacation accruals will remain in the Legislative Analyst's impartial analysis and will be inserted in the ballot summary and label . If not included, the voters would have had only information regarding the reduction in costs due to salary cuts of approximately $250 million, without information on the possible offsetting costs involved. 3. The assertion by Paul Gann in his rebuttal argument that civil service employees would be exempt from the initiative was struck by the court as false and misleading. 4. Phrasing of ballot arguments and rebuttals stating the initiative "would" result in a $7 billion cost to taxpayers were changed to "could" result in a $7 billion cost, reflecting the uncertainty of the interpretation of the initiative. Based on these rulings, which the Secretary of State has now incorporated the changes in the appropriate documents and they have been sent to the State Office of Printing. In a subsequent letter to the Court, Paul Gann requested his name be withdrawn_ from his ballot arguments and rebuttals because of the extent of the changes. However, no legal challenge was brought in this regard and his name will remain as the sole signature on the argument in favor of Proposition 61. He has stated that he will continue to campaign vigorously on behalf of the Proposition. An appeal from Judge Sapunor's rulings has been filed by attorneys for Paul Gann. However, no court dates have been set yet and there is considerable question as to any reversal of the rulings at this late date in the election materials printing process. —1— r MANAGEMENT ISSUES PAPERS These are the second and third in a series of management issues papers addressing the immediate impact, whether approved or not, of Gann's Public Salary Limitation Initiative (Proposition 61) on the November ballot. The first management issues paper addressed the sick leave and vacation provisions of the initiative and was included in the League Special Bulletin dated August 1, 1986. Unfortunately, the drafting of the initiative does not permit clean and concise answers to many of the questions raised. The issue papers attempt to provide a literal interpretation--a restatement of what the initiative says and a reasonable interpretation based upon what the courts may determine to be constitutional in carrying out the intent of the initiative should Proposition 61 be approved. Future issue papers will deal with salary and compensation, contracting and consultants, retirement, inflation/compaction, , and turnover and recruitment. PROPOSITION 61 - GANN INITIATIVE MANAGEMENT ISSUES PAPER II EFFECTIVE DATE While the effective date of Proposition 61 is the day following the election--November 5, 1986 (Article XVIII, Section 4) , there are two time frames to keep in mind: the period for calculating vacation and sick leave accrual and the period for determining the annual salary limit. Salary _ .. Sec. 26(e) states: "On the effective date of this section, the annual salary for those employees and officials referred in subsections (b) and (c) above, except the Governor, Constitutional Officers and members of the Board of Equalization, shall not exceed 80% of the annual salary paid to the Governor as of that date." (80% of $80,000 = $64,000) Subsection (b) includes state, city, county, and special district employees, > elected or appointed including individuals working under contract. Subsection (c) applies to state constitutional officers, judges and members of the Board of Equalization. A literal interpretation would suggest that the $64,000 annual salary limit would become effective November 5, 1986 and that an employee's annual salary would be limited to that cap on November 5 regardless of what the pay cycle may be. This literal interpretation would require an immediate roll -back in any salary over $64,000. We believe the courts would approve a more reasonable interpretation of the effective date for determining "annual salary." The issue presents several alternatives. One is the anniversary date of employment. Another is the calendar year, January 1 to December 31. Still _ another is the fiscal year, July 1 to June 30. A charter, ordinance or resolution may determine the date on which the governing body fixes salaries and, in the absence of Prop. 61, any one of these dates may be determined by a court to be the effective starting date for the annual salary which cannot exceed $64,000. If there is a set annual commencement date for salary determination, then the governing body or other salary fixing authority may reasonably determine that Prop. 61 applies as of that date and for the following 12 months, the annual salary cap would be $64,000. We assume the annual salary cap of $64,000 applies as soon after Nov. 5 as the salary fixing authority could act in the absence of Prop. 61. It is also reasonable to conclude that if a roll -back is required as of that same date that the council or board may also establish a new anniversary date for the annual salary to commence. —3— - - Another possible interpretation is that the effective date of Prop. 61 for annual salary purposes is the first day following the end of the monthly pay period that the governing body could effectively change the salary in the absence of Prop. 61 after November 5 (December 1, 1986) . If there are any contractual salary obligations on the part of the public agency with respect to salary,the effective date of Prop. 61 will be on termination of valid contractual obligations. Remembering that vested contract rights cannot be impaired even by a state constitutional amendment, each agency will have to examine its local laws, written policies, MOUs and other employment arrangements to determine where salaries in excess of $64,000 are protected from Proposition 61 and for how long they are protected. When they are no longer protected by the Federal Constitution against impairment, denial of due process or equal protection, Proposition 61 will be operative and from that date the "annual " compensation limit will commence. In other words, the—annual salary or annual rate of pay limit is $64,000 a year, broken into pay periods the total of which on an annual basis will not exceed $64,000. For example: -- A city manager is appointed to a position that pays an annual salary of $96,000. He has worked from January 1, 1986, until November 5, 1986 and will have been paid $80,000 by November 5. Obviously he will keep the $80,000. He also will have earned four days pay at the rate of $8,000 per month. by November 5. This, too, is not subject to impairment. If the manager could be fired by the governing body on November 5, whatever the city would be required to pay for immediate termination is also earned and a part of the employment agreement or implied contractual obligation. If the manager is not terminated but continues to be employed, then in the absence of a contract for a specified term that .extends beyond November 5 the governing body will have to roll -back the pay on the first day it would have adjusted annual salaries in the absence of Proposition 61. -- An employee whose annual salary adjustment date is July 1 and whose annual salary is $75,000 (and has received $25,000 through October 31) would have the annual salary adjusted to $64,000 on the first pay adjustment period following Nov. 5 in the absence of any employer contractual obligation. -- An employee's anniversary date is December 1 and is currently receiving $60,000. A 10% increase effective December 1, 1986 would be reduced by $2,000 to maintain the $64,000 cap. -- A MOU provides, among other things, that the annual salary commencing July 1 , 1986 for a specified class of employees be $60,000 with a 10% increase each year for the term of the two-year agreement. On July 1, 1988 the salary for the employees under the agreement would be reduced to the $64,000 limit. Prop. 61 limits "annual salary" initially to $64,000. It is reasonable to assume that salary will continue to be paid for pay periods in the future (after Nov. 5) as paid in the past, e.g. , monthly, bi-monthly or weekly. We recognize there is a loophole that fixes no floor as to hours or time required to earn annual salary. A reasonable assumption and interpretation is that the time worked for annual salary prior to Nov. 5 will be the same as time worked following Nov. 5 but we have no assurance that a court will so hold. We recognize that a wide variety of arrangements may be made between public employers and employees limiting the annual salary to $64,000 for 2 days a week or 4 days a month, etc. The possibilities are endless, speculative and -4- _ present major policy, administrative and legal decisions that should be weighed very carefully. Sick Leave And Vacation (See Special Bulletin dated August 1, 1986 for a more detailed discussion of the effective date for sick leave and vacation) . Section 26(e) states in part: "----no elected or appointed official ,. or any employee subject to the provisions of this section shall be permitted to accumulate sick leave or vacation time from one calendar year to another." A literal interpretation of the prohibition against carrying existing accumulated vacation and sick leave from -one calendar year to another would lead to both financial and administrative chaos. Because Proposition 61 cannot impair contractual obligations of any public agency, all earned but unused vacation is a contractual obligation and can be carried over and used or paid for as provided by written policies or agreements. The same may be true of earned sick leave depending on the language authorizing sick leave and its accumulation. Furthermore, any continuing obligation to permit earning vacation or sick leave may not be impaired by the Initiative. An agreement (MOU) that expires in 1987 or 1988 and permits both vacation and sick leave to be earned and accumulated will not be affected by the Initiative until the agreement is terminated. In short,_ the Initiative will first apply on that date when a public agency may lawfully change current written policies and/or agreements with respect to either vacation or sick leave, but could not "take away" benefits earned/accrued before November 5, 1986. gann3.pub —5— - The MOU, like any other contract, includes the matters upon which the parties to the contract have agreed and courts will look first to the language of the contract to determine the intent of the parties. While existing valid contracts will not be impaired by approval of Prop. 61 there will be pressure to change existing agreements in order to avoid the impact of Prop. 61 if it is approved. Represented Groups For those cities with one-year Memoranda of Understanding with employee groups, it is reasonable to assume that the conditions of the contract in effect on November 5, 1986 (effective date of Prop. 61) will stand until termination of the MOU. For those with multi-year agreements, the issue becomes even less certain. If there are no openers (clauses in the agreement which could be re-negotiated under . certain conditions prior to its termination) on wages, vacation or sick leave, Prop. 61 would not become operative until termination of the agreement. If there are openers on wages, vacation or sick leave, the answer is not clear and the issue probably would be determined by a court. Each contract represents a different factual situation and the contract, conduct of the parties and other factors will determine impact and operative date of Prop. 61. Some employee groups have already approached management asking for an extension of their MOUs. This must be weighed carefully, recognizing the advantages and disadvantages of long term agreements to both labor and management, and recognizing that those contracts entered after the initiative — qualified for the ballot may very well be declared invalid because the parties— entering into the contract were aware that Prop. 61 would limit the power of local agencies to make such contracts. We cannot say with certainty that such contracts will be invalid but we believe they may be and that courts will "lean over backwards" to carry out the will of the voters. Unrepresented Persons and Groups There is danger also that one-on-one agreements now being negotiated with unrepresented persons or groups, in an effort to avoid the intent of the initiative, will be declared void. The courts will undoubtedly address the validity of such contracts if Prop. 61 passes because such contracts are being made with the understanding that no public funds will be paid until a test case determines the validity of pre-election contracts entered into after the initiative qualified. - In some cities, traditionally unrepresented groups have already filed to establish bargaining units. This will represent a major change in bargaining for most cities. Other cities are entering into individual contracts/memoranda of understanding with unrepresented employees pursuant to the MMBA. Still other cities are choosing not to enter into contracts in response to Proposition 61 because of both policy and legal uncertainties. Cities should resist making a policy decision now that would not be considered sound public policy in the absence of Prop. 61 . These issues must be carefully weighed in light of the long term employer-employee relationship. Obviously it is easier to modify or undo an individual contract than an MOU with a new bargaining unit. New contracts should be based upon a "valid business reason" without reference to Prop. 61 . -7- VOTER REGISTRATION One of the most important aspects to participatory government is the opportunity to vote for candidates for public office and on issues of statewide importance, such as Proposition 61 on the November ballot. The League of California Cities would like to insure that all city employees are registered. Please circulate the following information among your employees, encourage them to become informed about all candidates and ballot issues and to vote on November 4th: DEADLINE TO REGISTER TO VOTE IN THE NOVEMBER ELECTIONS: OCTOBER 6 WHERE TO OBTAIN REGISTRATION FORMS: CITY CLERK'S OFFICES COUNTY REGISTRARS OF VOTERS U.S. POST OFFICES OR CALL: 1-800-345-VOTE* *Secretary of State's toll free number to obtain a voter registration form. —9— Proposition 61 Date: July 22, 1986 Initiative Constitutional Amendment: and Statute proponent:. Paul Gann S K41em dezI ffl2186 lIALLOT TITLE AND 80MMAR? s Q by }Po SS ✓�w COMPENSATION OF PUBLIC. OFFICIALS, EMPLOYEES, INDIVIDUAL PUBLIC CONTRACTORS. INITIATIVE CONSTITUTIONAL AMENDMENT AND STATUTE. Sets Governor's annual salary at $86,109; other gConstitutionale officers at 852,550. Limits taximum compensation of elected or appointed state and local government employees, and individual public contractors to SBt of Governor's salary. Requires people's vote to increase salaries of constitutional officers, members of Board of Equalization, legislators, judiciary, and specified local elected officers. Prohibits public officials and employees from accruing -sick 'heave or vacation from one calendar year to another. Summary of Ijgislative Analyst's estimate of net state' and local government fiscal impact: Public official and employee salary and benefit-related reductions would amount to $125 million in the first year at the state level and roughly tha' aame amount at the local level. These reductio s ould not necessarily result in comparable �---� savings.. would be 'offset to some extent or could be Th' �necd outs g e varie�us costs de endin on unknown factors P° ;r2 tin to ow a measure pre e , ow would mp emented; 3 �,on overnmental efficiency resulting frog, m y for officers, employees and Contra Net fiscnknown_ (1) how the measure is :interpreted, _ ( w� (2) possible payment of vested sick and vacation leave at a n cost of about $7 billion, (3) how implemented, (4) its effect on governmental efficiency resulting from its limitation on pay for officers, employees and contractors. Net fiscal impact is unknown. BALLOT LABEL PUBLIC O?FIC1ALr EMPLOYEE CONTRACTOR COMPENSATION. Limits compensat n of state &nd local pubjjE'off icialFt employees and individual contractors. Fiscal Impact: Public compensation reductions would be about $125 million In the first ear at state level &nd rou hl the same at local level ut resu t ng mou e o see o sme ez a ou be outweighed depending on reted and implemented and its effect on ental effic iency. e s un These savings , however, could be offset and could even be (tiew) outweighed by the need to pay vested sick and vaca- tion leave at a one-time cost of about $7 . billion. h7 oss v Eu 1//Z/ ARGUMENT FOR PROPOSITION 61 W,y are you paying one of your former employees a Even more Calling', the politicians are trying to scare pension of 3187,830.00 a year? *you with dire predictions about losing qualified teacher@. But what they fail to tell you is that the salary limit for That's right. I said YOU. classroom teac eere is $64,000 a yearl That's how such you're going to be doln ou o just Teachers don't make that kind of money, only the one of our "retired" California politioiana, s or ng in bureauor■ a o. T-9'97. Can salaries ever be raised above these limits? Surel Waitl There's morel It just requires a two-thirds it-eall vote of the You're going to be paying former Go rnor Pat Brown Legislature. And elected officials will a mpr Fave to get $157,693.00 a year, with former Centro or Thomas Euohel voter approval when EFey voto themselves a raise. drawing $92,136.001 Is that so Dad? Supreme Court Justice Stacl Hook will be drawing $101, 723.00 a year, (on t� of hie 6 .00 salary). It is clear that what the bureaucrats and politioiana :r:,really mad about is that; from now on, salaries must be And former Controller n Cranston (who never made more discuses and voted.upon in the clear light of day. than $22,050 a year as Co o�lor) will get a yearly state , pension of $134,502.00 t add to his Senator's salary of And one thing I've learned, bureaucrats don't like the 375,100.001 light. AND THE ONLY YOU CAN STOP IT, IS TO VOTE FOR The bureaucrats and politicians have a sweet little deal PROPOSITION 61, CH REGULATES EXCESSIVE GOVERNMENT going and they don't wand you, or anybody else,_ •rocking the SALARIES. boat." How do it work? The courts have ruled that every time Well, I may "rook it" or *dock it•. We're throuffh the ea1ary of a current state official goes !a, state paying the bills. Vote YES on Proposition 61. ens ions o up. ) Cs� at sounds fair enough, except that our legislators I Paul Gann hav built in excalator olauses that raise the pensions by m e than the aa�e3l The only way to stop the from skyrocketing, is to limit the salaries, which PROPOSITION 61 does. Your elected officials don't like that and neither do the public employee union bosses. They want no llaits. They believe they have a _right to whatever pay raises they wish to vote themselves. And—you, the taxpayer, should have nothing to say about itl overnor Pat Brown actually complained that a penust" $60,000 a year would force form iZ is limove to the slums". brings tears r eyes, doesn't it? dust have to move. in with his son Jerry, w ng to some estimates, could draw a pension as i ,000.00 a yearl _ (�4Hp1 v ARGUMENT AGAINST PROPOSITION 61 DON'T BE MISLEDI Proposition 61 is NOT ABOUT PENSION REFORM and IT WOULD Under Proposition 61 workers would be mandated to use NOT SAVE TAXPAYERS DOLL�1[$I their earned siok leave and vacation time each year or lose It forever. ABSENTEEISM MOULD FLOURISH. Flexibility in It doesn't contain one word about lowering the times of emergency wou b come mpoaa ble. California outrageous pensions of former *looted offioialel 'doesn't need more regulations which are harmful to both management and employees. In fact, Proposition 61 would DRASTICALLY REDUCE the QUALITY OF GOVERNMENT SERVICES in California and would-COST / Furthermore, the contradictory and confusing language TAXPAYERS BILLIONSI Cold ` used throughout Proposition 61 would leave interpretation and 'a control in the hands of the courts, or worse, to the Proposition 61 IS unfair, arbitrary and unworkable. politicians in Saoramentol It puts a straightjacket on California's economic Proposition 61 puts unworkable limits on government's future. ability to contract with the private sector for important services, like highway construction, emergency services and'"" We no longer would be able to hire and retain the best toxic cleanup.. These services-cost aillions of dollars, '*et police chiefs, prosecutors, University presidents, Proposition 61 prohibits contracts exceeding $64,000 annually scientists, toxic experts, .sehool officials and medical without a vote of the Legislature. ' personnel. As a result, such services would have to be performed And our state and local governments would find it either by full-time civil service bureaucrats -- at great difficult, if not impossible, to contract with private coat to the state -- or, orse yet, the Legislature will ,j business, even for such vital functions as highway meddle in every large contract. THESE DECISIONS SHOULD NOT • construction, flood and fire control and toxic olean-up. BE MADE IN THE BACK ROOMS'OF SACRINEWOT-- -� An exaggeration? NOt Take • look. Mould this initiative save taxpayers money? Not ■ I chancel Government would be far loss efficient ane-• The mandatory pay limit in Proposition 61 will REDUCE effective, public management mediocre and waste would I PAYCHECKS of thousands of our best and brightest pubrr increase. AND THE IMMEDIATE COST TO TAXPAYERS COULD BE .. employees, including: BILLIONS OF�6LMs eon cause aV� oof era wou dneTrUned to • Top LAW ENFORCEMENT experts, the very people we compensate em-T yees for leave time they have already earned. _ depend on toep us�ea re. Herdworkln g 'and talented people have made California great; but Proposition 61 restricts our ability to compete • Top EDUCATORS, including the University of California for and keep the best and the brightest. president, Nobel aureate professors, and superintendents of our largest school districts. For the sake of our future, VOTE NO ON PROPOSITION 611 • Renowned DOCTORS AND RESEARCHERS who provide Californians with-EEe**seen moo s vanced medical care. (Si' Richard P. Simpson CALIFORNIA MOULD LOSE Its best public California Taxpayers Association servants to better paying fobs n 03`NE -STiW"S and private business. We'd be Linda Broder stuck with mediocre management. President, League of Women Voters of CA The UNFAIR SALARY LIMIT violates basic principles of our -Bill Honig American system:__T6aT 's=ed and talented people can earn State Superintendent of Public Instruction their way up, and that competition determines salaries,nos senseless regulation. !/ REBUTTAL TO ARGUMENT DI PROPOSITION 61 CJk�H ✓ c�u �/�z/8� Paul Gann's argument for Proposition 61, is MISLEA N and FACTUALLY INCORRECT. He claims Proposition 61 would reduce rageous pensions currently received by sixteen ired California REBUTTAL TO ARGUMENT AGAINST PROPOSITION 61 politicians. Did they dust say that Paul Cann is going to raise the That is SIMPLY NOT coat of government? Propositio would actually increase these pensions beyond thei rrent levels. In face,anot her measure (Prop. If you believe that, I've got a little swamp land in 57) wo correct these pension abuses -- but Gann opposes Florida you might be interested int h ropositionl For years, I've been sponsoring initiatives to cut Gann claims the pay limitations of Prop. 61 would wasteful government spending, and I'm not about to sVNch save taxpa dollars. now. }hat's NOT TRUEI Actually it would COST My initiatives have saved California 'taxpayers literally Vat's BILLIONS.— tens of billions of dollars, without cutting vital services. And they've all passed by huge msrgrns for two reasons: Proposition 61's COST TO STATE AND LOCAL TAXPAYERS COULD 1) Each solved a BE ABOUT 7 BILLION DOLLARS, according to the official impact problem the Legislature refused to correct. report by Legislative Analyst John L. Vickerman. Staggering tax increases and municipal bankruptcies could result. 2) Each did it fa- irly, treating both workers and Proposition 61 prohibits public employees from taxpayers with respect. accumulating earned sick leave and vacation.time. This would That's what PROPOSITION 61 does. encourage absenteeism. Accumulation of this time 1s good scab use amploys es could use it in the event of serious It a roxi or so of the State's illnesses. highest em Ling civil service In addition: ' e es. IL sim 1 ute n reeaonable limit on o rnment eelnries o According to California's chief legal counsel, men s Prop. 61 is so poorly and ambiguously written it would cause Zi ars of litigation in the state eourta Just to fi ure out All PROPOSITION 61 says is the what i�mean., y people have the right to set maximum salary limits for their elected and appointed Honig o State School Superintendent Bill officials --- that limit is 664,000. p g as s unreasonable y Pay limitations would DEVASTATE OUR PROGRESS That's right, I said $66400000 a year. Does that sound TOWARD EXCELLENCE IN EDUCATION. like we're turning these public officials out into the streets? o It would cause s loss of high-tech jobs In California as highly qualified and experienced University I think not. researchers in medicine, agriculture, and computers leave the state. Then, why are elected politicians so upset? DON'T BE FOOLEDI Because if PROPOSITION 61 passes and they went a salary PROPOSITION 61 WON'T CORRECT PENSION ABUSES Increase, it must be approved by the voters. And it gives the WON'T SAVE YOU ONE CENT g people the right, by initiative, to change a� of these public official's salary, up or down. BUT t(OULD COST YOU A BUNDLEI Now you can see what all the fuss is really about. VOTE NO ON PROP. 611 l This is why 1 urge you to vote "YES" ON PROPOSITION 611 py��Richard P. Simpson � 1 California Taxpayers Association Paul Cann Joe A. Duardo President, California School Boards Ac;ioclation Jack Boling President, California. Aszoolfition of Niahwav Patrn1man (CRPI ;;m; League of California Cities ■■■W Calitomia Cities Work Together *SPECIAL BULLETIN #4* September 1, 1986 PROPOSITION 61: GANN PAY LIMITATION INITIATIVE Information P4cRage Index Page Number I. Impact on Municipal Government Proposition 61 Survey Results . . . . . . . . . . . . . . . 1 II. Management Issues Paper IV: Salary and Compensation . . . . . . . . 6 III. Management Issues .Paper V: Contracting for Services . . . . . . . . . . . . . . . . . . 10 IV. Voter Registration Information . . . . . . . . . . . . . . 12 V. Copy of Letter to all State Employees . . . . . . . . . . . 13 CONFERENCE REGISTRATION OFFICE HEADQUARTERS SOUTHERN CALIFORNIA OFFICE BOX 7005,LAFAYETTE,CA 94549 1400 K STREET, SACRAMENTO, CA 95814 1052 WEST 6TH STREET,SUITE 410 = (415)283.2113 LOS ANGELES,CA 90017 (916) 444 5790., (213)482.0828 4 r AMME 1;o; League of California Cities ®M M- 1400 K STREET • SACRAMENTO,CA 95814 • (916)444-5790 California Cities Work Together Sacramento, CA September 1 , 1986 TO: MAYORS, CITY MANAGERS, CITY ATTORNEYS, CITY CLERKS IN NON-MANAGER CITIES, POLICE CHIEFS, FIRE CHIEFS, DIRECTORS OF PUBLIC WORKS, PERSONNEL DIRECTORS & DIRECTORS OF PARKS AND RECREATION SUBJECT: SPECIAL BULLETINS: PROPOSITION 61 This is the fourth in a series of Special Bulletins on Proposition 61 -- the Gann Pay Limitation Initiative. The League is distributing these Bulletins in an effort to inform city officials and employees of the potential impacts of the measure and how to prepare for them. Since this ballot measure will affect all municipal officials and employees, there is a great deal of interest in disseminating the information to as many of them as possible. For this reason, we would appreciate it if you would copy and distribute these Bulletins to other city officials, department heads and employees. PROPOSITION 61 IMPACT.ON MUNICIPAL GOVERNMENT Every employee in California's 444 cities will be affected by Proposition 61 -- the Gann Pay Limitation Initiative -- slated for the November 1986 ballot. City services will also suffer in a myriad of direct and indirect ways. Municipal government costs will. increase. Our high level of management will slide. Infrastructure construction and maintenance will suffer. Services will suffer cutbacks or.'elimination. These are just some of the results predicted based on the responses to a recent League of California Cities survey (copy attached). Survey Results Number of Cities Reporting to date: 303 Number of Affected Employees: 175,355 Employees with Salaries over $64,000: 2100 Employees with Salaries over $49,000: 7609 Safety Employees with Salaries over $46,500: 3029 Value of Accrued Vacation Time: . $341,038,210 Value of Accrued Sick Leave: $867,308,196 Management There will undoubtedly be a "flight" of the best minds in city government when salaries are no longer competitive with those in other states or in private' industry. Although there have been no formal surveys to determine the extent this would reach, numerous management employees have expressed their intentions to either retire or look outside public service employment. A second and equally important impact will be how to recruit top talent to fill these positions? The City of Rocklin reported a recruiting effort for an engineer which "failed to produce one single qualified applicant." The impact is already being felt. Other implications are suggested. Will we end up as a training ground for less qualified professionals who will gain experience managing local government, then leave for higher paying positions in private industry? Will we have to "divvy up" job responsibilities and hire additional employees to work for salaries within the limitations? Keep in mind, the above impacts are based on present salaries only. When inflation is taken into account, the problems compound as the years pass and more and more individuals reach the limits. In the City of San Anselmo, for example, it is projected that all key management people will be at or over the $49,000 limit within four years. And Sunnyvale reports: At $64,000, the first two .levels [of publ.ic .safety employees] would be paid the same; at $49,000, 4 out of 5 levels would be at the same level . -1- Rank and File One of the most obvious effects of the Gann "cloud" is in the area of morale. The inherent confusion over how Proposition 61 will affect employees and who it will effect, is already being felt throughout the public sector. Potential abrogation of sick-leave and vacation benefits may be viewed as a chipping away of these benefits these employees have come to expect. The inability to accumulate sick leave and vacation time has obvious negative ramifications when employees are faced with long-term illness or surgery. The additional financial cost of loss of wages to employees could be devastating. A side-effect of this will probably pressure by employee groups for disability benefits which will make up the difference, at an increased cost to government. Another very real impact will be the eventual salary compaction or freezing of lower level salaries to keep an adequate spread of salary levels. Further, there will be a diminishing of incentive to work toward raises or promotions, with the artificial cap imposed by Proposition 61. The initiative's passage may also lead to abuse of sick leave based upon the supposition by employees that sick leave is a right to additional time off, rather than an insurance to be used only if necessary. The first year of enforcement will undoubtedly raise special problems as those.. _ with accumulated leave benefits scramble to take their time before the year end, potentially bring some local government agencies to a screeching halt due to massive absenteeism. Even after the first year, there will be some problems with year-end attendance due to vacations which had to be postponed, elective surgeries which had to wait until maximum sick-leave could accumulate from the beginning of the year, and use of sick-days not previously taken, rather than facing losing them. Law Enforcement and Fire Protection One of the key questions to answer before determining the extent of Proposition 61's impact on safety employees is the determination of whether the $64,000 limit reflects salary or compensation. Because of the package of fringe benefits safety employees enjoy, salary may make up only 50% of their total compensation. Therefore, using compensation as. a threshold, virtually:_ all safety employees are affected. As with management, the threat of decreased retirement benefits may lead to early retirements to insure the highest benefits. One of the most extreme examples of this exists in the City of Los Angeles, where over between 400 and 500 safety employees may likely retire before the November election because their benefits are based on their salary on the day they file for retirement. Fiscal Impacts One of the most frightening potential fiscal impacts is the possibility of having to pay off accumulated sick leave and vacation benefits, if the initiative is interpreted literally and if these benefits are viewed as vested rights (and there is legal precedent for this) . City projections for pay-outs range from $1,400 (for Point Arena) to $75 million (Los Angeles) in sick leave -2- benefits predicted as of November 1, 1986 and $2,284 (Rolling Hills Estates) to $400 million (Los Angeles) in vacation time accrued. In most cases; funds of these magnitudes are not readily available and could, in the most extreme scenario, bankrupt many of the cities in California. A second, but equally alarming, impact is the potential rise in costs due to the constraints placed on contracting out. Examples of services commonly contracted by local governments are: civil engineering, accounting, auditing and data processing functions, legal defense, bond counsel , financial underwriting, insurance adjusters, planning, doctors for psychiatric testing for police officers, and bus service. The savings can be significant. For example the City of Duarte (population 19,749) estimates the contract for law enforcement services saves the City $1 million annually and their landscaping contract save another $100,000. Other fiscal impacts include the cost of litigating suits by contractors and employees if Gann passes and the additional costs for more frequent local elections necessary to authorize salary increases. Contracted Services Outside contractors often provide essential municipal services in cases where city personnel is not sufficient to perform the services or when it is more cost effective to contract out. Although Proposition 61 is extremely ambiguous in this wording (for example, the use of the term "subcontractor" may or may not apply to those who contract with government) and in its application to local government. However, if court rulings apply the liminations to outside contracts at the local level , the impacts would be devsatating in a number of areas. Examples of impacts on contracted services: * The Martinez Police Dept. reports the hourly rate for the cleanup cost associated with hazardous materials spills or for disposal of chemicals used in the illegal manufacturing of drugs is vastly in excss of the $75/hr. limit which would be placed on individuals providing this service. * Among the programs in Los Angeles which would be affected are those for minority youth & adult classes and on the job training, homeless and displaced worker training, senior citizen health care, battered .:= women's shelters, and nutrition and social services for older citizens. * The City of Montebello would have to break up its trash franchise contract because the current contract is for $700,000. This would probably have to be broken up into 12 franchises and would probably be less efficient. * If the contract for computer services in Palm Springs is eliminated due to contract limitation, the city will have to hire four new employees. -3- MANAGEMENT. ISSUES PAPERS These are the fourth and fifth in a series of management issues papers addressing the immediate impact, whether approved or not, of Gann's Public Salary Limitation Initiative (Proposition 61) on the November ballot. The first management issues paper addressed the sick leave and vacation provisions of the initiative and was included in the League Special Bulletin dated August 1, 1986. "Effective Date" and "Impact on Collective Bargaining" can be found in Special Bulletin #3, dated August 15th. (Back issues can be obtained by contacting the League's Sacramento office.) Unfortunately, the drafting of the initiative does not permit clean and concise answers to many of the questions raised. The issue papers attempt to provide a literal interpretation--a restatement of what the initiative says_ and a reasonable interpretation based upon what the courts may determine to be - constitutional in carrying out the intent of the initiative should Proposition` 61 be approved. Future issue papers will deal with retirement, inflation/compaction, and turnover and recruitment. -s- benefits predicted as of November 1, 1986 and $2,284 (Rolling Hills Estates) to $400 million (Los Angeles) in vacation time accrued. In most cases, funds of these magnitudes are not readily available and could, in the most extreme scenario, bankrupt many of the cities in California. A second, but equally alarming, impact is the potential rise in costs :due to the constraints placed on contracting out. Examples of services commonly contracted by local governments are: civil engineering, accounting, auditing and data processing functions, legal defense, bond counsel , financial underwriting, insurance adjusters, planning, doctors for psychiatric testing for police officers, and bus service. The savings can be significant. For example the City of Duarte (population 19,749) estimates the contract for law enforcement services saves the City $1 million .annually and their landscaping contract save another $100,000. Other fiscal impacts include the cost of litigating suits by contractors and employees if Gann passes and the additional costs for more frequent local elections necessary to authorize salary increases. Contracted Services Outside contractors often provide essential municipal services in cases where city personnel is not sufficient to perform the services or when it is more cost effective to contract out. Although Proposition 61 is extremely ambiguous in this wording (for example, the use of the term "subcontractor" may or may not apply to those who contract with government) and in its application to local government. However, if court rulings apply the liminations to outside contracts at the local level , the impacts would be devsatating in a number of areas. Examples of impacts on contracted services: * The Martinez Police Dept. reports the hourly rate for the cleanup cost associated with hazardous materials spills or for disposal of chemicals used in the illegal manufacturing of drugs is vastly in excss of the $75/hr. limit which would be placed on individuals providing this service. * Among the programs in Los Angeles which would be affected are those for minority youth & adult classes and on the job training, homeless and displaced worker training, senior citizen health care, battered = - women's shelters, and nutrition and social services for older citizens. * The City of Montebello would have to break up its trash franchise contract because the current contract is for $700,000. This would probably have to be broken up into 12 franchises and would probably be less efficient. * If the contract for computer services in Palm Springs is eliminated due to contract limitation, the city will have to hire four new employees. —3— City: Survey Completed By: Name: Dept: Phone: 1. Estimated total number of city employees, (budgeted positions) , including all temporary, part-time, etc: 2. Total number of employees with annual salaries in excess of $64,000: and $49,000: A. Safety Member Employees Please attach a list of all safety class titles (classes that receive safety member retirement benefits) and their respective number of positions for which annual salaries will exceed $46,500 on January 1, 1987. B. Miscellaneous Employees Please attach a list of all class titles (except safety classes) and number of budgeted positions for which annual salaries will exceed $49,000 on January 1,1987. 3. What would it cost to provide a cash payment to all employees entitled to vacation accruals approximated to exist on November 1, 1986? 4. What would it cost to provide cash payments to all employees for sick leave accruals approximated to exist on November 1, 1986? $ 5. Please attach a list describing the following: A. Individuals Working Under Contract Please list the titles and number of individuals working under contract whose annual fees currently exceed $64,000, or whose pay rate exceeds $75.00 per hour. Also include those individuals that you have informal contracts or claim service arrangements with, such as specialized attorneys, architects, or medical experts. B. Firms Working Under Contract Please provide a list and all contracts with firms that exceed $64,000. -4- MANAGEMENT ISSUES PAPERS These are the fourth and fifth in a series of management issues papers addressing the immediate . impact, whether'. a-p-proved or not, of Gann's Public Salary Limitation Initiative (Proposition 61) on the November ballot. The first management issues paper addressed the sick leave and vacation provisions of the initiative and was included in the League Special Bulletin dated August 1, 1986. "Effective Date" and "Impact on Collective Bargaining" can be found in Special Bulletin #3, dated August 15th. (Back issues can be obtained by contacting the League's Sacramento office.) Unfortunately, the drafting of the initiative does not permit clean and concise answers to many of the questions raised. The issue papers attempt to provide a literal interpretation--a restatement of what the initiative says , and a reasonable interpretation based upon what the courts may determine.-to be ' constitutional in carrying out the intent of the initiative should Proposition 61 be approved. Future issue papers will deal with retirement, inflation/compaction, and turnover and recruitment. -5- PROPOSITION 61 - GANN INITIATIVE MANAGEMENT ISSUES PAPER IV SALARY AND COMPENSATION The primary intent of Proposition 61 is to rollback or cap salaries of employees and officers to $64,000 or 80% of the Governor's salary. One of the ambiguities in the measure is the use of the terms "salary" and "compensation." In labor negotiating/personnel management parlance, "salary" means wages received and "compensation" means salary plus benefits. Although the Legislature has defined "salary" in the statutes to include only wages and salaries, there are court interpretations that these terms are interchangeable. However, the court will —Took first to the language of the Proposition and to the intent of the proponents. A literal interpretation suggests comparing the Governor's "salary" and city employees' "compensation". Assuming for the moment a literal interpretation, one can argue that the $64,000 cap applies to total compensation including all supplemental benefits and thus "salary" cap will be significantly lower, and impact many more public employees who otherwise would only have been affected by the vacation/sick leave accrual provision and compaction problem of the measure. However, given Gann's response to the Supreme Court litigation to remove the measure from the November ballot (Block v. Eu) and an analysis of how and where the terms compensation and salary are used in the text, a less literal interpretation suggests that "compensation" means "salary" or "wage" in its usual sense. While the courts will ultimately have to resolve the issue, should Proposition 61 be approved by the voters, Gann in his Answer to the petition in Block v. Eu indicates: a) The title of Sec. 26 which would be added to Art. XX is "Public Salary Limitations. " b) Sec. 26(a) uses only the term "salary" and does so twice in reference to salary of the Governor, other constitutional officers and members of the,State Board of Equalization. c) Sec. 26(b) , while using "compensation", does so because it also refers to "individuals working under contract" as well as independent contractors where there is no employer-employee relationship. The last sentence of Sec. 26(b) preempts local control of "salaries" otherwise subject to the control of local governing bodies (counties and cities under Art. XI, Secs. 3-5) . d) "Salary" is the term used in Sec. 26(c) to require a statewide vote to approve an increase in salary for state elected officers and judges. e) "Salary" is used twice in Sec. 26(d) freezing salaries of local elected officers until an increase is approved by local majority vote. -6- f) "Salary" is used twice in Sec. 26(e), a key subsection, that on the effective date of Proposition 61, November 5, 1986, provides that the annual "salary" of employees and officials referred to in (c) and (d) above shall not exceed 80% of the Governor's "salary" paid on that date (November 5, 1986) . g) Sec. 26(f) , the most ambiguous section, uses the term "total aggregate compensation, including pension payments derived in whole or in part from public funds" when placing the 80% cap on employees who serve in two or more paid public positions in California. Probably intended to stop double-dipping (and falling far short thereof) , the use of "compensation" here does include pensions and, so, in this instance, more is intended than basic salary. h) Sec. 26(g) authorizes the electorate-to adjust the "salary" of elected or appointed officials by initiative. The same section also prohibits a legislative body from restricting the right of the electorate to use the initiative process to increase or decrease the "compensation or the conditions of any future accruals of employee benefits" of such elected or appointed officials. It may be that the latter use of compensation means something more than salary. It is not clear but neither does it change our view on the overall intent to cap "salary" and not compensation including fringe benefits. i) Sec. 26(h) restricts the right of the Legislature to authorize payment... _ to subcontractors where the "compensation" of an individual exceeds $75_ per hour or the total more than 80% of the Governor's salary. - Here, as in (c) above, Proposition 61 appears to refer to private individuals, not employees, or to independent contractors where there is no employer-employee relationship and "compensation" rather than salary is the appropriate term. j) The Block v. Eu Answer, in footnote 3, p. 12, states: "Petitioners contend that this section (Sec. 26(b)) , by utilizing the term 'compensation' means not just salary, but salary plus all other benefits associated with such employment. Real Party in Interest (Gann) seriously doubts that if this were a post-election challenge to the Initiative that Petitioners would make such a contrived argument. Real Party would instead refer the Court to the title of Section 26 (Public Salary Limitations) , and the fact that the term 'salary' is referred to in subsections (c) , (d) , (e) , and (g) , and the clear thrust of the Initiative is aimed at placing a maximum on 'salaries' as a percentage of the Governor's salary." In the more recent Gann litigation, Gann v. Eu and Ross v. Eu, all references to "pensions" were struck from the ballot argument because it is a "salary" limitation Proposition. We recognize this conclusion leaves a very large "benefit in lieu of salary" loophole that the proponents may address with another initiative. -7= Elected Officials For elected city officials, the initiative Section 26(e) freezes salaries on the effective date of the measure. If such salaries exceed $64,000 they would be rolled back to that level . Any subsequent . increase in an elected official 's salary, even when it is below the 80% limit, must be approved by the voters. Gann has indicated that local electors can increase the $64,000 without reference to the Governor's salary and without a statewide election increasing the Governor's salary. This is another debatable issue for the courts to decide. FLSA It also has been pointed out that Proposition 61 may be in conflict with the Fair Labor Standards Act (FLSA) . If it. .is, then the Garcia decision makes it clear that FLSA would control and public agencies would have to conform. It is apparent that the drafters of the initiative have failed to consider this potential conflict with the FLSA. Since public employers must comply with federal overtime requirements, the result may be that public employers will be forced to hire additional employees in order to prevent high-paid non-exempt employees who earn a substantial amount of overtime from exceeding the $64,000 limit. In addition, this suggests that employers may not require overtime if a person would then exceed the $64,000 cap. On the other hand, unanticipated overtime will have to be paid according to FLSA and the fact that it would bring the salary of an individual above $64,000 would be controlled by federal law rather than Prop. 61. Overtime Pay Other Than FLSA The proposed initiative is silent regarding overtime pay. It is reasonable to assume, given the failure to specify otherwise, that the initiative's authors intend overtime to be included in the salary cap. Given the unusual demands on public safety officials and other key employees, this could create serious hardship not only for the local jurisdiction but would place employees otherwise not covered by the pay provisions under the cap. To illustrate, an FLSA exempt fire captain puts in significant overtime during the brush season. Because of the overtime pay, the captain reaches the initiative salary limit in mid-November. Is the captain then placed on unpaid leave for the remainder of the year or required to work without pay? Given the extraordinary demands on safety agencies during the holiday season, the initiative's restrictions could pose extensive conflicts between the law and responsibilities of agencies to provide public safety services. Work period Nothing in the measure ties salary to a work period. Thus, the initiative caps only the annual salary rate, allowing existing hourly, biweekly, or monthly pay rates to be maintained by reducing hours. One possible outcome of this may be a new proliferation of job sharing, which may have both positive and negative effects in provision of services and would be a subject to be negotiated with employee organizations and city management. Another possibility is shorter work periods for salaries at the $64,000 level and an increase in budgets to maintain the same service. -8- Subcontracting The Gann Answer to the Block v. Eu Petition states flatly as to Sec. 26(h), "This section does not provide a limitation on compensation for local subcontracting services." We should not rely on that statement even though public agencies do not. . generally "subcontract." They contract and the contractors subcontract. Like the loophole for fringe benefits instead of salary increases, or employment for shorter work periods for $64,000, this permits alternatives that will be explored both before and after the election and will be treated further in the discussion of contracts. Other Pay Any public employee, elected or appoi nted,__who serves in more than one paid public position (part-time teacher, state national guard, state, regional or county commission for which a stipend is received, or another position within the city) may not receive a total aggregate compensation including pension payments derived in whole or part of public funds in excess of the $64,000 cap (Section 26(f)) . The number of individuals who serve in more than one public position and receive total compensation (salary and pension payments) in excess of $64,000 is unknown, but is assumed to be relatively small . On its face, the intention of this provision would appear to -be to eliminate so-called "pension double dipping." However, the initiative does not prohibit an employee who serves in only one public position and receives a pension, from earning $64,000 on top of the pension. It is possible the proponents intended to close an initiative loophole -- the employment ' of highly- compensated individuals in more than one position -- with each position subject to a pay cap of 80% of the Governor's salary. The proposal appears to say that a public employee cannot serve two or, more jurisdictions for aggregate compensation of more than $64,000 including pension payments. This would prevent attempts to avoid the impact of Prop. 61 by two or more agencies sharing the time of a top executive and each one paying the executive $64,000. In those cities where an employee may serve in two positions (i .e. , public works director and city engineer, or finance director and treasurer, or city manager and redevelopment director) or in the instance where an employee serves in many positions, the total aggregate salary for all positions will determine the total for purposes for establishing the $64,000 cap. Additionally, unlike subsection (b) , individuals working under contract may- not include public employees. Thus, it appears that individual -.independent contractors may contract with different public agencies so long as the 80% limit is not exceeded on a "per agency" basis. Overtime, merit and cost-of-living adjustments will inevitably result in salary compaction -- the subject of a future management issue paper. Prop6l.pub -9= �I PROPOSITION 61 - GANN INITIATIVE MANAGEMENT ISSUES PAPER V CONTRACTING FOR SERVICES Section 26(h) of Proposition 61 prohibits the Legislature from enacting a law that authorizes any public official covered by the initiative to engage the services of private subcontractors if the compensation exceeds $75.00 per hour or the contract is longer than two years. Additionally, the contract cannot exceed $64,000 in compensation per year .per individual . On its face, this section provides that only the State Legislature is prohibited from enacting a law authorizing any public official to subcontract for services in excess of the above-mentioned limitations (i .e. the prohibition by its terms is not directed to local legislative bodies).. This could possibly provide a loophole for cities, counties, and districts. Gann and his lawyers have stated flatly that it does not apply to local agencies, but this is no guarantee that courts will rule in this manner. However, Section 26(b) arguably limits the local agency's right to contract with "individuals" in excess of $64,000 per year. Under a literal interpretation, this provision would have little effect,_.as a__. "subcontractor" is normally one who takes part of the contract from a principal contractor or another subcontractor and rarely contracts directly with a city. This provision would not appear to apply by its terms to an independent or prime contractor. Proponents of the initiative are likely to argue, however, that the term is applicable to anyone who contracts with a governmental agency. Other ambiguities in this section exist: whether an individual contractor is subject to the $75.00 per hour limit; and whether subcontractors are subject to the $64,000 limit per "individual ." Currently, general law cities have statutory authority to contract out for services at the rate of compensation they deem to be proper (Gov't Code Sec. 37103) . Charter cities have the broad authority implicit in their charters.. . However, it may be that proponents of the initiative or taxpayers-.will argue that the limitation is to apply to all contracts, including those between a local governmental entity and prime contractors regardless of the Legislature's enactment of any laws. If the second interpretation is in fact the one given to this subsection, the results could be severe. Even if the $75 per hour was limited to wages and did not include costs such as equipment rental or reimbursable expenses, there are numerous services for which a city contracts which run in excess. of $75 an hour. Architects, engineers, doctors and attorneys all generally charge more than this rate for their services. Limiting a local entity to this amount could lead to the hiring of persons who are not able to provide quality services, if anyone could be hired at all . Additionally, if the $75 is to include overhead as well , it would be impossible to have such things as —10— construction work done because heavy equipment rental costs in excess of $75 per hour; emergency services would similarly be impaired. The limitation in 26(b) refers to "employee services" whereas 26(h) refers to "services of private subcontractors". It is not clear that the limit applies only to personal services or services that include very expensive equipment, e.g. airplanes to drop fire retardants or bulldozers to clear away mud slides. There are also serious practical ramifications to this provision. First, it limits a public agency's prerogative to contract for services where such contracts would be cost-effective even though they might exceed the $64,000 limitation. Second, if a public entity has an emergency and needs to contract out for services or equipment which exceed the limits, it is prohibited from doing so. In addition, the section does not provide for cost of living increases of the $75.00 per hour or $64,0.00 limits. Third, this provision most likely limits a public entity's right to contract for legal , actuarial , medical , technical and other specialized services costing more than $75.00 per hour or $64,000 per year per individual . Contracting out for such services is frequently a cost-effective way for the entity to handle special service needs. gann4.pub —11— VOTER REGISTRATION One of the most important aspects to participatory government is the opportunity to vote for candidates for public office and on issues of statewide importance, such as Proposition 61 on the November ballot. The League of California Cities would like to insure that all city employees are registered. Please circulate the following information among your employees, encourage them to become informed about all candidates and ballot issues and to vote on November 4th: DEADLINE TO REGISTER TO VOTE IN THE NOVEMBER ELECTIONS: OCTOBER 6 WHERE TO OBTAIN REGISTRATION FORMS: CITY CLERK'S OFFICES COUNTY REGISTRARS OF VOTERS` U.S. POST OFFICES OR CALL: 1-800-345-VOTE* *Secretary of State's toll free number to obtain a voter registration form. -12- - T- KENNETH CORY AUG - I 198b C11trntrallPr of t4P �Statp . of Calif or SACRAMENTO. CA 53805 August 1, 1986 TO: All State Employees FROM: Kenneth Cory, State Controller RE: Proposition 61 Paul Gann has qualified an Initiative Measure for the November 4th, General Election which could significantly effect your salary, your vacation rights , and your sick leave benefits. As State Controller , I administer the State Personnel and . Payroll System which records your work attendance and generates your paycheck. If Proposition 61 passes , I will be compelled to implement its provisions. Proposition 61 provides for a salary ceiling which will require the immediate reduction of the salaries of about 18 ,000 state employees and will place limits on promotions and salary increases for most other state employees. In addition, sick leave and vacation benefits earned in one year will have to be used in that same year or be lost. They Can not be carried over to be used in succeeding years . I urge you to learn about Proposition 61 and consider its effect on your employment with the State of California. -13- MANAGEMENT ISSUES PAPERS This is the sixth in a series of management issues papers addressing the ` immediate impact, whether approved or not, of Gann's Public Salary Limitation Initiative (Proposition 61) on the November ballot. The first management issues paper addressed the sick leave and vacation provisions of the initiative and was included in the League Special Bulletin dated August 1, 1986; "Effective Date" and "Impact on Collective Bargaining" can be found in Special Bulletin #3, dated August 15th; and "Salary and Compensation" and "Contracting for Services" were in Bulletin #4, dated September 1. (Back issues can be obtained by contacting the League's Sacramento office.) Unfortunately, the drafting of the initiative does not permit clean and - concise answers to many of the questions raised. The issue papers attempt to provide a literal interpretation--a restatement of what the initiative says and a reasonable interpretation based upon what the courts may determ.ine to be . , constitutional in carrying out the intent of the initiative should .Proposition._ 61 be approved. Future issue papers will deal with inflation/compaction, turnover and recruitment. -1- PROPOSITION 61 - GANN INITIATIVE MANAGEMENT ISSUE PAPER VI RETIREMENT The campaign literature used in the signature gathering effort sighted "obscene retirement benefits" paid to 16 retired state officials. It is ironic, however, that Proposition 61 does not address the basic problem - i .e. , the linking of constitutional officer pensions to incumbent salaries. Proposition 57 on the November ballot does directly address this issue and is being supported by the League and most other organizations. However, Proposition 61 certainly has many near retirement giving serious consideration to early retirement based upon the adverse impact the $64,000 cap and the loss of sick leave credit will have on future retirement benefits. The initiative affects pension in two ways--first, by limiting salaries and sick leave credit thus limiting the final compensation used to calculate retirement benefits. Second, section .26 (f) restricting the total amount paid including pension. benefits for those persons holding more than one paid public position. . Section 26 (f) Section 26 (f) reads as follows: "Any public employee on the state or local level who serves in more than one paid public position in this state may not receive a total aggregate compensation, including pension payments derived in whole or in part from public funds, in excess of eighty percent of the Governor's salary." . Few employees who serve in more than one paid public position, pension payments derived in whole or part from public funds (i .e. , military retirement pension or other public service pension) are likely to be considered part of the total aggregate compensation for that employee in determining the $64,000 cap. Some are concerned that including pension payments in determining the $64,000 limit could be interpreted to apply to all personnel , although the literal interpretation suggests this provision applies only to employees and officers serving in more than one paid public position. Salary Restriction Of the 380 cities in PERS, 165 cities have purchased the option of determining the pension benefit based upon the last year's salary for one or more classes of employees rather than the average of the last 3 years. For those whose retirement benefit is determined by the last year's salary, early retirement may look particularly enticing and, of course, timing is also a consideration. It is likely that your personnel office will receive many requests for copies of the PERS Application for Retirement (PERS-BEN 369) . These employees are likely to submit this form with the members' effective retirement date just _ 2 _ prior toy the 'November. 4 election. . However, many of these same employees will likely wait -until, immediately following the election before submitting the Election. oU.-.0ptional 'Settlement and Beneficiary Designation (PERS-BEN 898) . which must..be .notarized and returned to PERS before the retirement process is complete and the employee receives payments. While a literal interpretation means loss of sick leave benefit credit and, . for those immediately affected by the $64,000 pay cap, a reduction in "final" salary and thus .conceivably lower retirement benefits in future years, a more reasonable interpretation would suggest. DON'T PANIC. Employees. should be reminded that a decision as important as retirement need not be irrevocably made before November 4--Election Day. Employees considering -retirement because of Proposition 61 should be given copies of this paper and Management Issues -Rapers III - Effective Date and IV - Salary-and Compensation. In addition, those employees in PERS should contact their PERS Area Office for counseling assistance and receive an estimate of retirement benefits under alternative options depending upon all the factors that affect their final retirement benefit, (i .e. , years of service, birthdate,. and final pay) . Final Compensation Generally, .the final compensation period (1 or 3 years) is the continuous period of employment immediately prior to retirement or any other period of 1 or 3 years. as designated by the member on his/her application for retirement. Since the final .compensation (also, see Government Code Sec. 20022 for definition of'final compensation) period .can. be specified by the member at retirement, a member whose payrate was reduced because .of Gann would be negatively impacted only to the extent that any post-Gann payrates in excess of the .salary cap which would have been included in the final compensation period, ;could..riot now be included. Effective Date of- Retirement Generally, .the. effective date of retirement cannot be earlier than the first of the month in-which PERS receives the application and cannot be earlier than the day following the last day on the payroll . In other words, although the employee has until the end of the month to apply for a November 1 effective retirement date, he/she must be separated from employment at the close of business on November 4. A member whose application is received in November can retire on any date in November. Since the final compensation period can be specified, there would be no negative impacts to November retirements other than that identified under final compensation. Another consideration for these employees will be the PERS provision permitting unused sick leave to be credited to years of service in determining the retirement allowance. Since this is a vested retirement benefit, it is assumed that all sick leave accumulated as. of December 31, 1986 would continue to be credited toward retirement. Because many employees are likely to seriously consider the option of retirement, it is important that both the personnel office andithe employee have a clear understanding of the procedures for retirement under PERS. For . this reason we encourage each personnel office to acquire from your PERS Area Office ample copies of PERS informational brochures (PERS-TPS-DO-2 and PERS-TPS-DO-7) and the Application for Retirement (PERS-BEN-369) . Employee considerations - at least age 50 and five years of PERS - credited service - if under 63, the benefit factor goes up for each completed quarter from the time of the birthday of the employee. (This factor is important_ in the determination of final compensation).. - an employee can receive from the PERS-Area Office estimates of his/her retirement benefit under different time frames (this can be done by telephone) - for employees with the sick leave benefit, unused sick leave is calculated at .004 per year for every 1 day of unused sick leave when determining years of service. - an employee may submit PERS-BEN-369 form after November 5 (but before November 30, 1986) with an effective date of retirement of November 4 if the employee is off payroll by the close of business on November 4 (the Personnel office could hold the separation papers until after the election and the employee could take a day unpaid leave .and then reassess the situation after the election) . In summary, a more reasonable approach based upon the court decisions mentioned in previous issues papers and the impairment of contracts and vested right doctrines is for an employee to consider retirement after November 4 but before December 31 without putting in jeopardy his/her unused sick leave or salary in determining final compensation. Depending upon when °salary adjustments are normally made, this may not be terribly reassuring to a long term dedicated employee who sees the Gann initiative jab away at his/her hard earned retirement benefits. Finally, cities with private retirement systems are encouraged to review their retirement plans with their carriers to clarify both provisions for and timing of early and regular retirements as they might be effected by Proposition 61. cg715p5.pub Ilefin Research" BO 0 Cal-Tax 4- March 1986 The Gann Public Pa Limit: v. An Analysis Introduction increase from$47,480 to$52,500 per year. Code Sections 11550 through 11569,relating Government is a labor-intensive business. • The salaries of members of the State to salaries of various state officials. If costs of government are to be controlled, Board of Equalization would decrease from Section II adds Section 26 to the Califor- salaries and benefits must be controlled $78,207 to$52,500 per year. nia Constitution,which sets"Public Salary Paul Gann, no stranger to initiative of The salaries of at least 6,000 state,city, Limitations."It could limit more than salary. forts,is currently circulating a petition titled county,city and county,and special district Depending on interpretation, it could also the "California Fair Pay Amendment"We employees, elected, appointed or employed limit some,and possibly all,fringe benefits. have given this proposal a careful reading, under contract, would decrease from what- It would limit state and local government and we have concerns serious enough to be ever their current salaries are to no more than ability to contract for services. made a matter ofpublic discussion at this ear- 80% of the Governor's salary,or$64,000. New Constitutional ly stage. We believe the amendment could do serious, lasting damage to the management Thereafter,there would be no increase in Salary Limits of California state and local government salaries of constitutional officers,Board of Equalization members,legislators,or judges Section 26(a)provides that on the effective Campaign literature used in the signature- without approval by a statewide majority date of the amendment the salary Sf the gathering effort cites examples of 16 vote. Also, there would be no increase in Governor shall be$80,000 per year,and the outrageously excessive former constitutional salaries of local elected officials without ap- salaries of all other constitutional officers and O officer retirement benefits,and as a solution proval by a majority of voters in affected members of the State Board of Equalization would roll back the present salaries of all local jurisdictions. shall be set at$52,500 per year, subject to public employees receiving more than 80%of Any increases in state or local elected of- adjustment as set forth in Section 26(c). a new amount proposed for the Governor. ficial salaries would have to be within the Section 26(b)states that no elected or ap- This would require a salary cut on Novem- limit of$64,000.The$64,000 limit presum- pointed state or local employee, including ber 5,1986,for at least 5,000 management and ably would apply to all income from public contract employees,may receive"compensa- . technical staff in state and local government, sources(including pensions)received by an tion" in excess of 80% of the Governor's for judges, and some elected officials. There- employee who holds more than one paid salary. Under "special circumstances" the after, it could have some impact on salaries public position. Legislature "may appropriate funds for of all public employees. Ironically, Gann's employee services"contracted by state agen- The initiative also limits contracts for ser- initiative would actually increase the already cies that are in excess of 80%of the Gover- excessive retirement benefits ices. In one section of the initiative, the nor's h ts p aid the 16 Legislature would be prohibited from enact- salary,Provided the contracts do not retired officials and their survivors.But that exceed four years in length and are approved of . is only one small problem with the proposal laws authorizing contracts for"services by a two-thirds legislative vote of private subcontractors"that exceed$75 ` The"California Fair Pay Amendment"is per hour, and that exceed two years. In Comment decidedly not what its title suggests.It is un- another section, the Legislature, by two- Is it sound public policy to establish the = workable,poorly drafted,counterproductive thirds vote,could appropriate funds for state salary of the Governor as the top public salary to good public management,and could poten- employee services contracts in excess of in tially cost California taxpayers much more $64,000,so long as the contracts do not ex- the state?Should all other public salaries than it ever might save in cutting and freez- ceed four years. be in some direct or indirect relationship to the ing salaries. Governor's salary? Unless a constitutional State agencies would be prohibited from salary of the Governor is set initially at a very Description hiring outside counsel without a formal high level—one that is unnecessarily high for declaration of conflict by the agency and the the office in itself— very serious problems If a constitutional initiative sponsored by Attorney General's office. The initiative could occur with respect to many other public Paul Gann qualifies for the November 4,1986 would also prohibit employees from ac- positions in direct and indirect relationship to ballot,and if the voters approve it,the follow- cumulating sick leave and vacation time ac- it.A top salary of$64,000(the 80%of$80,000 ing would happen on Wednesday,November cruals from one calendar year to the next. limit applicable to most state and local 5: employees,in Section 26(b))would immediate- • The Governor's salary would increase Section by ,. ly put California out of market competition for O from $49,100 to$80,000 per year. Section Analysis top medical and legal professionals,for tox- ics experts,for a variety of other top technical • The salaries of state constitutional officers Repeal.of Specified skills,and for the major public managers and would increase from$42,500(except the At- administrators for which California is in na- torney General) to$52,500 per year. State Salaries':­,:. " _ tional competition. • The salary of the Attorney General would Section I repeals California Government California is a world-class state.If Califor- Cal-Tax News 2 nia were an independent nation,it would have compensation limits for all other state and under which contract work may be per- the eighth largest economy in the world.One local public employees,and sets these limits formed,and on whether the limit applies to of the factors that fosters and sustains at 80%of the Governor's salary.In ordinary individual or group contracts,this could be California's economic,scientific and cultural usage,the two words can have distinctly dif- an area for substantial litigation. position in the nation and the world is its ferent meanings."Salary"usually refers to public employee unions are typically the system of higher education.Three of the top the paycheck dollars received by the incum- strongest opponents of contracting out public five graduate schools in the United States are bent of a position."Compensation"is usually services.It is therefore ironic to find such a in California. Two of those three graduate a more inclusive term,embracing a position's schools are public: U.C. Berkeley and salary,employer contributions to retirement, contracting out limitation is a measure osten- U.C.L.A.The salary of the current President health and disability benefits, sick leave, amendment,intended to cut public costs.Under this of the University of California is more than vacations,holidays and any other employee amendment,if the state found it could save money by contracting for certain state $80,000 proposed for the Governor in the benefits. If the intent is to limit compensa- Gann initiative. tion,then the limit on salaries is less than vices, rather than stand the higher cost of 80% of the Governor's salary. The salary permanent civil service employees, atwo- Is it sound public policy to expect Califor thirds vote of the Legislature would be re- limit for each public employee could depend nia to run aworld-class university with a on the amount of compensation that is quired if the cost of the contract exceeds the President who earns less than many college represented by their non-salary fringe constitutional limit. This provides a very football coaches? Proponents of the Gann useful tool to those who oppose contracting initiative might counter with the response benefits. out in general, or may happen to oppose a that the state is now being run with a$49,000 If,on the other hand,the drafters intend specific contract proposal. Governor.While that is true,there has not that "compensation" and "salary" are the In extending its$64,000 salary limitation been a dearth of candidates for a $49,000 same thing, then all off-salary employer to contract employees,would the initiative governorship. California does not recruit abrogate existing contracts?It does not ap- nationally for its governors. It does for its to validate contracts existing at the time university presidents,and thousands of other Is it sound public policy g public managers and technicians. to expect California to run of adoption of the amendment.This could lead to immediate litigation and possibly to dis- Also, Section 26(a and b) would create a world-class university ruption of some important contract services. havoc with respect to maintaining rational with a President who earns Presumably,the Legislature could act on salary relationships among the hundreds of less than many college "special circumstance"contracts as a first job classes in existing state and local civil ser f OOtbal I coaches? order of business in January 1987. vice and merit systems. The immediate rollback of top salaries would produce a clustering of top management and technical benefits are outside the limits of this amend- Statewide Votes on public salaries around the $64,000 level, ment—except for"sick leave"and"vacation Salary Increases regardless of relative skills and respon- time"carryovers,limited under Section 26(e). sibilities.Salary compaction problems would This exclusion from the limit could become a Section 26(c)provides that no salary in- extend far below the $64,000 level as massive loophole, generating employee crease for any constitutional officer,member legitimate pressures for salary increases grow of the State Board of Equalization,member pressure for substantially increased fringe over time. benefits.Public sector fringe benefit costs now of the Legislature, Supreme Court Justice, "Salary">> generally constitute from 40% to 60% of Appellate Court Judge,or judge of a court A Limit on Salary of record"shall become operative"unless ap- payroll.Some of these benefits,like retirement, "Compensation?"7 proved by a majority of voters at a statewide or Compensation . represent huge cost obligations for future Is this proposed amendment a"salary" generations of taxpayers. general election. Comment limit, or a "compensation" limit? Is it a salary limit as far as constitutional officers State Contract The voters at any time could adjust the and Board of Equalization members are con- Service Limits Governor's salary by passing another amend- cemed and a compensation limit with respect ment,regardless of the intent of this amend- to all other state and local public employees? Under what"special circumstances"may ment.Meanwhile,for future years,specified No definitions are provided within the the Legislature "appropriate funds for state officers and judges are locked in at amendment. employee services that are contracted"that designated constitutional salary levels until Section 26(a) sets salary limits for the exceed 80% of the Governor's salary? The there is a statewide vote on the matter. amendment does not specify,nor does it of- Unless the Governor's salary limit is Governor,constitutional officers and Board fer,any guidelines as to such circumstances. simultaneously lifted,any increases must be of Equalization members.Section 26(b)sets What is the actual limit on state contract within the$64,000 required by the Constitu- services proposed by Section 26(b)?Employee tion. If the Governor's salary cannot be in- services contracts with state agencies are creased during a current term of office,then Cal-Tax Research limited to 80% of the Governor's salary, any increase above$64,000 for a position or unless the Legislature by two-thirds vote per- group of positions in a salary relationship to Cal-Tax is a nonpartisan, nonprofit corporation mits that limit to be exceeded.Such contracts the Governor must await expiration of the founded in 1926 to advance economy and efficiency are limited to four years. When must the current Governor's term of office. in government through research, advocacy and Legislature act?When the cost of services It should be noted that while the proposed public communications. Cal-Tax is supported by membership contributions from business and in- from a group of employees under a single con- amendment mandates specific increases from dividual taxpayers, 921 11th Street, Suite 800, tract exceeds$64,000,or when an individual current salary levels for the Governor and Sacramento, California 95814. (916)441-0490. employee contract exceeds an annual cost of constitutional officers and would require C.S.Reenders .....................President $64,000?The distinction is important, and decreases in salaries of hundreds of other of- Richard P.Simpson ..Executive Vice President the amendment is unclear. Because of the ficials to new maximums of$52,500(in the Larry McCarthy............Research Director lack of clarity on the"special circumstances" case of the Board of Equalization)or$64,000, 3 the salaries of all other state positions and could not be added to or used in conjunction whole or in part from public funds,in excess judges listed in Section 26(c) are frozen at with the next calendar year's accumulated of 80% of the Governor's salary. their current level until there is a statewide credit.This has been verified in a call to the Comment vote.These positions primarily include state proponents. legislators and some judges. The effect of this provision appears to be It is difficult to discover the intent of this that on January 1 of each calendar year,each Provision unless,in some obscure way,it is Local Votes on meant to eliminate pension double-dipping. California public employee regardless of years Salary Increases of service will have zero sick leave and vaca- On its face,it could not apply to very many tion credit.The time to have an extended ill- individuals. How many people have more Section 26(d)requires that no increase in than one paid public position? Clearly, it the salary of "an elected officer of a city, ness,sustain serious injury,or seek elective would not apply to an individual in only one county, city and county, or special district surgery would appear to be December, and public position who happened to also receive which establishes the salary payable to its not January. one or more pensions from other public members"shall be effective unless approval Vacations,in private and public sectors, systems which brought him or her a"total of the increase has been secured by majority are taken at management's convenience,or aggregate compensation" (?) in excess of vote of the voters of the jurisdiction. are at least related in some way to the re- $64,000. Should the drafters have used the Comment quirements of the job setting. For a great past rather than present tense in referring to variety of reasons,it is not always possible the public employee (i.e., "any public This requirement for local popular majori- for employees to use all of their vacation employee...who has served in more that one ty votes on salary increases of local elected paid public position ...")? officials is the counterpart of the statewide The effect of this Section 26(g)allows the electorate of any vote requirement on salaries of state officials. Any such increases,however,would have to provision appears to be local government to override the limitation in Section government It also prohibits the enact- be within the$64,000 limitation. that on January 1 of each ment of any law restricting use of the in- Rollback of Salaries calendar year, each itiative to change future accruals of employee California public employee benefits of elected or appointed officials. Section 261e) effectively states that on Comment November 5, 1986,the annual salary for all regardless of years of 1 elected and appointed state and local public service will have zero sick An override of the limit in Section 26(g) employee in California shall be no more than leave and vacation credit. as it relates to those scant few individuals to 80%of the annual salary paid to the Gover- which it would ever apply under 26(f)simply nor as of that date.Thus,all salaries that ex- produces more constitutional clutter. The ceed $64,000 on November 5, 1986, would credit.Staff may be short,seasonal demands provisions with respect to use of the initiative have to be reduced to that level. may be present, emergencies or heavy to adjust future accruals of employee benefits workload may prevent the use of all of an are the germ of an important concept. It is Prohibition of Vacation employee's vacation credit. Is it fair to unfortunate that it is contained in this other- and Sick Leave withdraw vacation from employees who have wise seriously flawed proposal. been prevented from taking a vacation due Accumulation to requirements of the job? Added Contract Limits Section 26(e) states: No elected or ap- Sick leave accumulations from year to Section 26(h) prohibits the Legislature pointed official or any employee subject to year have been allowed as insurance against gr the provisions of this section shall be permit- long-term illness incurred by long-time from enacting laws authorizing any public of- ted to accumulate sick leave or vacation time employees.The employees who abuse the sick ficial to engage the services of private sub- from one calendar year to another. leave privilege never have sick leave to ac- contractors wherein the contractual amount Comment cumulate from year to year. It is the Geed two 5 an hour In r event could the con- employees with large sick leave accumula- Perhaps the first key question is: What tions who rarely abuse it and, if they are tract exceed$64,000 per year. is the disposition of all accumulations of vaca- lucky,leave public employment with large ac- Section 26(h)also prohibits state agencies tion and sick leave for California public cumulations on the records. It is precisely from hiring outside counsel without a formal employees as of the end of calendar year these employees whom this initiative would declaration of conflict by the agency and the 1986? Are they completely eliminated? If punish. Ironically,it would have no impact Attorney General's Office. salaries that exceed$64,000 are rolled back upon excessive absenteeism and those who Comment on November 5, why wouldn't all existing abuse the privilege and never have any sick vacation and sick leave credit be removed leave in reserve. Review of these additional contract limits from the books on December 31?If so,literal with the proponents does not disclose their ly hundreds of law suits will be filed con- In another irony,limitation of sick leave .intent The in the way proposed in this initiative could Y appear ppe to conflict with the earlier testing validity of cutting of sick leave and limits in Section 26(b)which limit contracts leave allowances, making vacation rights. also lead to pressures k ing still more leave increase annual sick to four years.While Section 26(h)limits may "...From one calendar year to another," available to those who abuse it. be designed to apply to all governments,they are worded in such a way as to not state a to gather, means just that; i.e., from would specific limit.The Legislature is simply pro- be 1987,anatedf from to 1988.o December A Dropped Double-Dip? hibited from enacting a law that permits be accumulated from January to December in one year could not be carried over to the Section 26(f)states any public employee private subcontracting above$75 an hour or next calendar year.As we read tho.provision, on the state or local level who serves in more for two years. any sick leave or vacation time credited to than one paid public position in this state Read one way,Section 26(h)as it applies an employee on December 31 would be ex- may not receive a total aggregate compensa- to contracts does not appear to repeal any ex- punged from the employee's records and tion,including pension payments derived in isting laws or charter authority.Further,it Cal-Tax News 14 applies to subcontractors,rather than prime indirect impact on thousands more.Are all of tional officer.(Maximum 60%with 24 years) contractors,which could open new areas of these employees examples of excessive public * To this is added cost-of-living(COLA)in- litigation as to what and who is"sub" and pay? Not even the proponents say that. creases back to 1954. In 1985 this so-called "prime."Viewed in this context,it could be In the literature used in their campaign super-escalator provision increased the basic said that,at most,this provision does not ex- to promote petition signatures, the pro- retirement benefit by 286.5%. pand the ability for cost-effective contracting ponents cite obviously outrageous pension out and it could cut back on local government The individual most identified with the consequences which exclusively relate to a windfall retirement benefits is Bert Betts, flexibility to choose the most cost-effective group of 16 former constitutional officers and way to provide services. their survivors.In the literature,they speak who served as state treasurer from 1959 to 1967.His identification with this issue stems If, on the other hand, Section 26(h) is of future pension payments to certain of these from his successful law suit,initiated in 1974, found by the courts to be a legally effective individuals that will amount to as much as to force the state to base his benefit on the limit on state and local contracting,it could $150,000 to $180,000. Such public pension incumbent's salary. pose serious problems for the conduct of payments are,indeed,an outrage,and are in necessary contract work.For one thing,the the process of being curbed, by another Betts' highest salary as treasurer was contract limit in Section 26(h)does not ap- $21,499.Winning the lawsuit meant his bene- pear to be limited just to salary of the private fit would be based on the incumbent's salary, contractor.It speaks of limiting"the contrac Does a levee district tell which in 1985 was$42,500.The formula is: tual amount of compensation"of private sub- flood victims it cannot base pension: contractors to$75 an hour.This could apply contract with heavy 8 X 5% = 40% X$42,500 = $17,000 to compensation for the rental of equipment equipment operators to super-escalator adjustment: used in heavy construction of major public $17,000 X 286.5% _ $48,705 projects or in emergencies.$75 an hour does close a levee break that is total: not rent much heavy equipment in today's flooding them out of their $17,000 + $48.705 = $65,705 market. Does a levee district tell flood vic- homes because the cost is tims it cannot contract with heavy equipment This is the maximum retirement benefit operators to close a levee break that is over $75 an hour? Betts qualified for in 1985.The actual retire- flooding them out of their homes because the ment payment was less because of optional j cost is over$75 an hour?Does the State Divi survivor benefits the former treasurer had sion of Forestry refuse to call for a borate constitutional amendment under considers- selected. tion for the November 1986 election. It is drop in a forest fire because the airplane costs perhaps the supreme irony of this total salary Legislator's Retirement more than $75 an hour? limitation effort that the Gann proposal Assuming that the$75 applies only to per- would actually increase these constitutional The A provision that set up the lied to services,what does$75 an hour purchase officer pensions, beyond what would be tot COLA provision originally applied to s. In in the way of some of the more specialized received under another proposal to be laid lators as well as constitutional officers. In medical skills such as heart surgeons and before the voters next November.To describe 1966,the COLA adjustment back to 1954 was neurologists who are routinely needed to how this would happen requires a brief repealed.However,lawmakers who served be- operate on accident victims who may be a historical excursion. tween 1964 and 1967 are eligible for the special public charge?Does the emergency room at inflation adjustment,which results in a 24.9% the public hospital,to which most accident vic- Windfall Benefits — 1963 increase in retirement benefits. tims come,simply tell the victim's family that Retirement Amendments the price of treating the patient exceeds aeon- In 1963,over objections of the chief execu- he ionl contract price limit? tive officer of the Public Employees' Retire- In 1974 the formula for determining went System, Governor Edmund G. (Pat) retirement benefits for constitutional officers The failure of the drafters to specify clearly Brown signed legislation that provides certain was changed.All new constitutional officers whether the 26(h)contract limit applies to sala- California constitutional officers — now in- elected for the term beginning January,1975 ry or total compensation of private contractors clung Pat Brown—retirement benefits that have retirement benefits based on their own could be a serious flaw.The failure of drafters far exceed salaries the officials received. salaries,and cost-of-living adjustments based to make provision for contract payment of on the CPI. emergency services is an oversight that could The bill,consisting of seven paragraphs, lead to multiple tragic consequences,depend- went through the Legislature without hear- The repeal of the super-escalator beginning ing on interpretation of this section. ings in the waning days of the 1963 session. 1968 and the 1974 change in retirement base It provided a new cost-of-living adjustment means that any new constitutional officer The Section 26(h)prohibition against hiring dating back to 1954, without replacing the elected in the sole statewide election during of outside counsel by state agencies unless existing inflation mechanism,which had been this period—1970—has benefits calculated there is a formal declaration of conflict by the tied to an incumbent's pay raise. on the incumbent's salary,but is ineligible for agency and the Attorney General would not the COLA adjustment back to 1954. normally be considered a matter serious Constitutional enough for constitutional treatment.We have Former governor Jerry Brown is in this been advised that it relates, in part, to ex- Officer Formula category.His retirement benefits will thus be periences of proponents in court matters stem- As a result of the two-pronged formula, less than those of his father,Edmund G.(Pat) ming from past initiative propositions. Brown,for whom the 1954 COLA adjustment benefits for the affected group of state con- increases the basic benefit almost threefold. What is the Problem? following officers are calculated in the All constitutional officers elected before 1970 following way: continue to be eligible for the windfall cost- The Gann salary limit initiative is clearly a years of service,to a maximum of eight of-living adjustments and receive benefits major public policy proposal with serious,ex- years, are credited at 5% per year. calculated on the incumbent's salary. tensive consequences.It will have a direct im- pact on at least 5,000 elected and appointed • This amount(maximum 40%) times the According to the Public Employees'Retire- California public employees,and it will have current salary of the incumbent constitu- meat System(PERS),which administers these 5 retirement benefits,12 former constitutional Gann s Fair 4) The initiative destroys rational salary officers and four survivors of former constitu- setting due to the arbitrary limits it tional officers receive retirement benefits Pay Amendment establishes and the compaction problems it figured in the same way as Betts'benefits. creates with respect to salary structures. The Gann initiative would impact on AB 2187 retirement benefits for Betts and the other 5) The management of California's public 15 former constitutional officers and sur- business could suffer serious, perhaps ir- Legislation approved in 1983 (AB 2187 vivors because it sets pay for constitutional reparable damage as a result of the im- Papan)increased salaries of 300 elected and positions at$52,500. mediate "brain drain" the initiative would appointed state officials,including constitu If enacted,the Gann initiative would in - such ffi cause. u officers.For the latter,it was the first crease Betts'benefits in 1987,not nearly so 6) Existing contracts with public such increase in 16 years. employees and private contractors may be in The bill provided the following increases Gann COUId have validated by the initiative. for constitutional officers,beginning with the 7) Over time,the limits proposed in the new term of office in January 1987: achieved the result he initiative will not work;they will be difficult suggests he is seeking in to change,and will have to await state and Salary his campaign literature local elections.A$64,000 limit today sounds simply by unlinking generous.If the next 10 years sees inflation 1985 1987 like the last 10 years,$64,000 will be worth constitutional officer $30,000 in 1995.To lift the$64,000 limit will Governor $49,100 $85,000 pensions from incumbent require an increase in the Governor's salary. Attorney General 47,500 77,500 salaries. How many times are the voters likely to in- Controller 42,500 72,500 crease the Governor's salary over the next Treasurer 42,500 72,500 decade? Board of Equalization 73,780 81,000' much as scheduled in AB 2187,but more than is possible under SCA 32. The formula: 8) The initiative could increase, rather 'Board of Equalization members receive annual cost- p than reduce government costs. of-living adjustments. Salary for all other constitu- tional officer positions may be changed only with the a) It would increase costs by severely , beginning of a new term. 8 X 5% = 40% X$52,500 = $21,000 limiting the ability to.contract out state super-escalator adjustment: The 16 recipients of special Betts benefits $21,000 X 296.5%1 = $62,265 government services by requiring two-thirds total: votes on service contracts that exceed are slated for big jumps in their retirement checks because their benefits will be $21,000 + $62,265 = $83,265 2 specified limits.Higher-cost,permanent civil servants would have to be used rather than recalculated,based on the new salary for in- lower-cost contract services; cumbents.Betts'benefit will increase by 75% as a result of AB 2187. The formula: Recap: Potential b) It would lead to a breakup of technical, 1987 Constitutional management, and supervisory jobs into base pension: smaller-paying jobs in order to evade the new 8 X 5% = 40% X$72,500 = $29,000 Officer Pensions limits. This would simply mean more $29,0 escalator adjustment: employees with salaries below the limits and $29,000 X 296.5%1= $85,985 Example: Betts fringe benefits outside the limits; total: AB 2187 $114,985 $29,000 + $85,985 = $114,9852 Gann 83,265 c) It would require frequent state and SCA 32 SCA 32 76,405 local elections to consult voters on overrides of the limit; Citing outrage at such potential windfall Gann could have achieved the result he d) By reducing the quality of pub- retirement benefits,Senator Wadie Deddeh suggests he is seeking in his campaign lic management it would reduce the quality introduced SCA 32 to preclude Betts-class literature simply by unlinking constitutional of public management functions. Cali- recipients from benefitting from salary in- officer pensions from incumbent salaries.The fornia would get, literally, what it pays creases authorized by AB 2187. critical flaw in his initiative is that he failed for. The constitutional amendment unties the to do this. 9) The initiative is poorly drafted. It is link between constitutional officer retirement unclear, contradictory, and occasionally benefits and salary increases for incumbents. Problems With the Gann obscure in its intent.The potential for litiga- If adopted by the Legislature,it will appear Fair Pay Amendment: tion,particularly with respect to existing and on the ballot next November. future contracts,is considerable. If approved b voters, SCA 32 would 1) The concept of establishing the Gover pp y 10) The limits on contract services could nor's salary as a single salary standard and mean a$39,000 cut in benefits Betts would lead to tragic consequences due to the failure top public salary in the state is inappropriate otherwise receive.The formula: and unworkable. of proponents to consider their impact on base pension: 2) The arbitrary limits set by the �_ emergency services. 8 X 5% = 40% X $42,500 = $17,000 itiative are in conflict with the marketplace 11) The initiative represents overkill super-escalator adjustment: in which California must compete for m terms of the problem it purports to re $17,000 X 296.5%1 = $50,405 technical and managerial skills. solve.Outrageous pensions for 16 retired con- total: stitutional officers and their survivors can $17,000 + $50,405 = $76,4052 3) The initiative severely damages and will be controlled without the massive, California's competitive position in retaining counter-productive and ill-advised con- assumes 5% per annum inflation and attracting top talent to public service stitutional changes that the proponents zunmodified by survivor options positions. present.