HomeMy WebLinkAboutMINUTES - 11062001 - SD.5 r
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TO: BOARD OF SUPERVISORS •:;� r• s - CONTRA
•�' '` :• COSTA
r -
� _ COUNTY
FROM: Supervisor Gayle B. Uilkema z
DATE: November 6, 2001 c�vrY
SUBJECT: Constitutional Amendment Proposal
SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION
RECOMMENDATION(S):
1. CONSIDER CSAC's response to constitutional amendment proposal issues raised by the
Board of Supervisors at its September 18, 2001 meeting.
2. ACKNOWLEDGE that CSAC's constitutional amendment proposal is one of several efforts
to protect and stabilize local government finances.
3. SUPPORT the concept of constitutional protection of local generated revenues, restoration
of property taxes lost under the Educational Revenue Augmentation Fund (ERAF) and
prohibition of future unfunded state mandates.
4. AUTHORIZE Supervisor Uilkema, in her capacity as a member of the CSAC Board of
Directors, to advance this policy position as appropriate at CSAC board meetings in
consideration of CSAC's constitutional amendment proposal and related initiatives.
BACKGROUNDIREASON(S) FOR RECOMMENDATION(S):
At its September 18th meeting, the Board of Supervisors reviewed CSAC's constitutional
amendment proposal (attached). Generally, the constitutional amendment proposal is designed
to help stabilize local government funding by prohibiting unfunded mandates and state seizure of
local revenue sources by the state.
CONTINUED ON ATTACHMENT: —YES SIGNATURE:
_ RECOMMENDATION OF COUNTY ADMINISTRATOR_ ECO END ON OF BOA CO ITTEE
APPROVE OTHER
SIGNATURE(S):
ACTION OF BOARD ON APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
L I HEREBY CERTIFY THAT THIS IS A
UNANIMOUS(ABSENT a�VtU4`-C ) TRUE AND CORRECT COPY OF AN
AYES: NOES: ACTION TAKEN AND ENTERED
ABSENT: ABSTAIN: ON MINUTES OF THE BOARD OF
SUPERVISORS ON THE DATE SHOWN.
Contact:Sara Hoffman,335-109001
// '
ATTESTED 0 V CM �-( v ,"
JOHN SWEETEN,CLERK OF
THE BOARD OF SUPERVISORS
AND COUNTY ADMINISTRATOR
cc: CAO
c
Employee Organizations
BY, Q DEPUTY
BACKGROUND/REASON(S) FOR RECOMMENDATIONS (cont'd):
Board members raised numerous questions about the proposal, which were submitted to CSAC with
a request for response (see attached response). In addition, please see the attached request from
the Board of Supervisors to Contra Costa County's employee organizations for their opinion of the
constitutional amendment proposal and the response from SEIU.
GSAC Board of Directors
On September 21St, the CSAC Board of Directors considered the constitutional amendment proposal.
Board members had a spirited discussion of the advantages and disadvantages of proceeding.
Some of the more frequently expressed points included:
➢ Unions - It is very important to get the unions behind the proposal. Initial responses
from state union representatives had not been positive.
➢ Defense, not Offense - The constitutional amendment is a defensive move to protect
future raids on local resources, but does not restore ERAF losses.
Financing - It will be difficult to raise funds on a defensive measure.
➢ Ballot Process - Putting the constitutional amendment on the ballot via the initiative
route makes it more difficult to change language as necessary to garner support; the
legislative route is more flexible.
➢ Voter Attention - The events of the day (i.e., the terrorist attack) have diverted people's
attention from the amendment.
State Budget Status - The recession and state's energy debt indicate that counties will
be vulnerable to state cuts in FY 02-03, making the constitutional amendment even
more necessary.
After considerable discussion, the CSAC Board of Directors agreed to continue working on a
constitutional amendment, including:
➢ working with labor to resolve their concerns and issues;
finalizing language and submitting it to the Attorney General for title and summary;
➢ strategically determining if it is best to go the legislative route to the ballot or the
legislative and initiative route, simultaneously;
➢ request counties to adopt resolutions of support for the constitutional amendment.
The CSAC Board of Directors will again consider the constitutional amendment at its annual meeting
on November 29th in Sacramento.
League of California Cities
CSAC has been working closely with the League of California Cities in developing the constitutional
amendment. The League's Board of Directors met during the week of October 15th and voted to
"stay the course" by filing the title and summary with the Attorney General by the first of November.
League staff expects that their Executive Committee will be making a final decision sometime in
November, following further consultation with mayors and cities regarding funding.
According to League staff, the League's position is that the constitutional amendment should
proceed on both the legislative and petition gathering routes, since the signature process would
provide leverage in the legislative process.
2
Other Initiatives
ACA 10 (Cogdill) would reduce, over time, current transfers of ERAF funds. The bill is in the
suspense file of the Assembly Appropriations Committee. Assemblyman Cogdill's staff has said that
he will continue to work for its passage during the next legislative session. To proceed, ACA 10
would need to get out of Appropriations by the end of January; however, given the state budget
shortfall, many believe that is unlikely.
At a recent Urban Counties Caucus meeting, there was a report that law enforcement is considering
putting a measure on the March ballot, which would add a quarter cent sales tax for anti-terrorism
and other security efforts. There was some mention of monies for public health activities as well. In
addition, apparently, there has been some discussion of adding language in the ballot measure to
protect VLF, since its loss could result in an overall reduction of law enforcement funding. The
status of this initiative is not clear at this time.
Unknown Factors
There are still many unknown factors which could affect the viability of the constitutional amendment
proposal. Rather than taking a definitive position at this time, it may be prudent to concur
conceptually on the need for ERAF restoration, protection from further state raids on revenues or
increases in unfunded mandates. Under this broad policy position the Board's representative to the
CSAC Board of Directors can then take under advisement new developments which will undoubtedly
occur between our Board of Supervisors meeting and the CSAC Board of Directors meeting on
November 291h and appropriately represent the best interests of Contra Costa County at the CSAC
annual meeting.
3
California State Association of Counties
October 24, 2001
The Honorable Gayle Uilkema
Contra Costa Board of Supervisors
651 Pine Street
1100 K Street Martinez CA 95453
Suite 101
Sacramento Dear Supervisor Uilkema:
California
95914
Thank you for attending the CSAC Board of Directors meeting on Scptcrnber 21". Your
"0- participation was valuable and the meeting was productive. At the meeting you shared
916.327.7SOO
Faawe your County Counsel's analysis of the language as well as a list of nine issues raised by
feaimle
916.441.5501 the Board of Supervisors. I will try to address each of the issues in order.
• Q: In order to place the constitutional amendment proposal on the November
2002 ballot,it will be necessary either to have a requisite number of voter
signatures or legislative action. What is the timing of the decision to move
forward based on voters' signatures?
• A: If the Board of Directors agrees to go forward with a signature gathering
effort, the decision would have to be made by the annual meeting. Although
signatures are not due until April of 2002,we would need as long a period as
possible to collect them. The Board of Directors approved the submission of
language to the Attorney General for title and summary in October. We will
receive title and summary back from the Attorney General in late November and
signature gathering can begin anytime after that.
• Q: Section 6(a)(1)(C) governs the need for state subvention for reductions,
reallocations, and redistributions among local governments or to state-created
funds. Does"local governments"transfer from one type of local government to
another; i.e., from a county to a school district, or could it be from one county to
another? Does a state-created fund include the state general fund? Does this limit
the ability of state to require local government to provide what is currently the
state match for federal funding?
• A.: Yes, all transfers among local governments would be covered, including
transfers between counties and/or to a school district. Yes, a state created fund
would include the state General fund. This Constitutional amendment does limit
the ability of the state to require local government to provide what is currently the
state match for federal funding(Section 6 (a)(1)(B)).
• Q: Section 6(a)(2)(A) states that the legislature may, but need not, provide
subvention of funds for legislative mandates requested by local governments.
What does the word "request"mean? Ts it a formal vote? By what mechanism
does local government indicate a request? If a local government supports a bill,
does this supply grounds for being considered a request?
• A: This is current law and was included in Proposition 4 in 1979.
• Q: Section 6 (a)(2)(B) states that subvention is not necessary for legislation
defining a new crime or changing the definition of a crime. What is the reasoning
behind this section?
• A: This is also currently in the Constitution and was part of Proposition 4.
• Q: Section 6 (a)(2)(C) states that subvention is also not necessary for legislative
mandates enacted prior to January 1, 1975. What is the reason the 1975 date?
• A: This is also current law and was part of Proposition 4,when It passed in 1979.
• Q: Is the constitutional amendment proposal the most effective mechanism.to
prevent new state mandates?
• A: The Constitutional amendment process is the most effective way protect local
government revenues. Statutes can be changed by the Legislature at any time,
and the Courts are not a reliable or appropriate venue for local government
revenue protection.
• Q: Is the amendment proposal"do-able"?
• A: If,by"do-able"the question is, "can it pass?",then the answer is a definite
yes. A large part of the exploratory phase we've been in has been conducting
voter research, which has clearly shown.that it is possible to win. A niu ber of
factors need to be in place for this to happen. 1) The language must be carefully
crafted, 2) it must generate no funded opposition, 3).adequate funds must be
raised to communicate our basic message to voters and 4) a strong grassroots
support system must be developed.
• Q: Past state rules for funding mandates have been ineffective, for emi mple, trial
court fwiding. What would make this effort any different?
• A: Although I'm not sure exactly what you mean in the reference to trial court
funding, at least part of the reason for the ineffectiveness of prior mandate
legislation has been vague and unclear language that has been subject to
interpretation. Our proposal clarifies the Constitution and should make pursuit of
future mandate reimbursements easier. Perhaps the most important change in our
proposal is the shifting of proof from local government to the state, e.g for new
mandates, the state would have to prove that something wasn't a mandate, rather
than our having to prove that it was.
• Q: The current mechanism for enforcement would be the courts,which means
that one level of government would be suing another level of government. Are
other mechanisms available for enforcement?
• Ultimately, it is always up to the Courts to make a final determination of disputed
issues. In California, there is no other mecharxism which would be more effective
or more definitive.
I hope that this information fully addresses your questions. Please contact me, or Pat
Leary if you need any additional information.
incerely,
Steven C. Szalay
The attached letter was sent to:
Karen Moore, President, D.A. Investigators Association
Al Schaal, President, Western Council of Engineers
Jim Hicks, Business Agent, AFSCME Local 512/2700
Francisco Ugarte, Labor Representative, California Nurses Association
Chuck Egbert, General Manager, CCC Employees' Assn., Local #1
Richard Jensen, President, Deputy Sheriffs' Association
Mike Impastato, Labor Representative, East Diablo Firefighters, IAFF, Local 1230
Lou Paulson, President, United Professional Firefighters, IAFF, Local 1230
Paul Cutino, President, Oakley/Knightsen Firefighters Assn.
Stephen Daniels, MD, President, Physicians' & Dentists' Organization of Contra Costa
County
Dana Simon, Assistant Director, Home Care Division, SEIU Local 250
Ian Arnold, President, SEIU Local 535
Henry Warren, President, United Chief Officers Association
I ne tsoara of 5upervlsors contra CIe,kotlheBo;
and
County Administration Building Costa
la County Administ
651 Pine Street, Room 106 (925)335-190
Martinez,California 94553-1293 County
John Glola, 1st District County
Gayle B.Uilkema,2nd District a,E-s
Donna Gertner,3rd District
Mark DeSaulnier,4th District
Federal D.Glover,5th District p1 '
�o: •cJ'
.sT�.coiiir�
September 27, 2001
Henry Warren
President
United Chief Officers Association
P. O. Box 5666
Walnut Creek, CA 94596
Dear Mr. Warren:
On September 21, 2001, the CSAC Board of Directors reviewed draft language of a
constitutional amendment designed to stabilize local revenues by prohibiting new state
program mandates or increases in sharing ratios without new state subventions. As
proposed, the constitutional amendment would be put on the November 2002 ballot by
the legislature.
At the CSAC meeting, I raised questions and concerns regarding the proposed
constitutional amendment (attached). Also, I brought up the difficulty of raising funds
during elections with local campaigns as well as the need for offensive measures, such
as the return of ERAF. In addition, success of such effort would require broad support,
particularly that of the employee organizations.
The County's ability to provide competitive salary and benefits, indeed employment, to
your members depends upon our fiscal health. As you know, the loss of 50% of our
property tax revenues due to the ERAF shift in 1992-93 was a blow that resulted in
considerable disruption to our organization. Each year, the transfer has grown and is
now over $100 million a year. This year, we are told that the governor may put the
vehicle license fee backfill on the table, which provides approximately $35 million of
local discretionary revenue to Contra Costa County.
I would appreciate your review of the proposed constitutional amendment. Js it a viable
mechanism for stabilizing County finances? Are there any-issues that you feel need to
be addressed? What are your concerns?
The County Board of Supervisors has been asked to take a position on the
constitutional amendment proposal, most likely on October 23`d or November 6th. Your
comments and thoughts would be appreciated by that time.,
Please contact Sara Hoffman, Assistant County Administrator at 335-1090, if you would
like further explanation on the constitutional amendment or the process for its review. In
addition, Pat Leary of CSAC is available to answer technical questions. Her number is
916/327-7500.
Sincerely,
Gayle B. Uilkema
Chair, Board of Supervisors
Member, CSAC Board of Directors
cc: Board Members !
John Sweeten, County Administrator
Sara Hoffman, Assistant County Administrator
Pat Leary, CSAC
LOCAL 535
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low. 0
SE1U
October 16, 2001 =SUP'EERVISOT?
-
Hon Gayle B. Uilkema
SOCIAL SERVICES UNION 651 Pine Street AMERICAN FEDERATION Supervisor, Contra Costa County
OF NURSES Martinez, CA 94553-1293
Dear Supervisor Uilkema:
Thank you for the opportunity to comment on the proposed constitutional
amendment to prevent new state mandates without corresponding new state
661 -27TH STREET subventions. We share many of your concerns over this proposed amendment and,
OAxUNID, CA 94612 in addition the initiative raises a number of questions and concerns of our own.
510-893-8766 The initiative limits the legislature's ability to address future budget
FAX 510-893-0934 deficits. In fact, the only solution for future budget deficits under this
initiative would be to cut services to needy Californians just when those
services are most needed.
It fails to acknowledge the interrelated nature of most state and local
services. This raises concerns about future costs of trial court funding,
homecare,and many other services currently under realignment. It appears
to us that future augmentations to county services would be at risk under
this concept.
OfMER OFFICES IN Any changes to retirement law that increase costs could, under this
SAMWENrO proposal, be defined as a reimbursable mandate,jeopardizing the passage
SAN JOSE of any such enhancements.
FRESNO
SHWA BM AFA This.proposal would limit the state's ability to fund education above the
Los ANGELES Proposition 98 level. Education funding would be in competition for a
smaller portion of the budget, effectively ensuring Proposition 98 would
SAN DIEGO become a ceiling, rather than a floor, for school funding.
We share the California State Association of Counties' concern over imposition
of state mandates without the appropriate accompanying funding. We believe this
is an unfair burden on local governments and should be addressed; however, the
proposed constitutional amendment fails to resolve the overall issue while
creating a number of new problems.
I
SFRVICF FMPI_QYFFS
INTFRNATIONAi. UNION
AFL-CIO, CL.0
QLa�3
In it's current form we, and the SEN California State Council, are opposed to
this initiative.
If you would like further clarification on these issues, I can be contacted at
706-4515.
Sincerely,
Ian Arnold
_ President
Contra Costa Workers
TOTAL P.03
09/12/01 12: 55 PM
40386 RN0122207 PAGE 1
Senate Constitutional Amendment No.
A resolution to propose to the people of the State
of California an amendment . to the Constitution of
the State, by amending Section 6 of Article XIII B
thereof, and by adding Section 20 to Article XVI
thereof, relating to local government finance.
09/12/01 12 : 55 PM
40386 RN0122207 PAGE 2
Resolved by the Senate, the Assembly
concurring, That the Legislature of the State of
California at its 2001 -02 Regular Session commencing on
the fourth day of December 2000, two-thirds of the
membership of each house concurring, hereby proposes to
the people of the State of California that the
Constitution of the State be amended as follows:
First--That the people of the State of
California find and declare all of the following:
(a) In 1979, the voters amended .the California
Constitution to require the State to reimburse local
governments whenever the State mandated that local
governments carry out a new or higher level of service .
- 11 La-i s
(b) T allow the State to avoid
its reimbursement obligations at the expense of local
programs such as libraries, fire and police protection,
public health and welfare, and parks .
(c) The voters. are enacting this measure to
ensure that the original intent of the 1979 amendment is
respected.
(d) It is the intent of the people of the State
of California that this measure be applied in a manner
that does not have a net fiscal impact upon the amounts of
revenue otherwise required to be applied by the State for
he support of school district s a:�(1J cc-:.::::.1;'1. :V college
09/112/01 12 : 55 PM
40386 RN0122207 PAGE 3
districts pursuant to Section 8 of Article XVI of the
California Constitution.
(e) This measure may not be construed to
provide independent authority to the Legislature or any
entity of state government to reallocate revenues derived
from locally adopted taxes, fees, assessments, or charges .
( f) This measure shall be known and may be
cited as the Government Accountability Act of 2001 .
Second--That Section 6 of Article XIII B
thereof is amended to read:
SEC. 6 . Whenever (a) ( 1Z Except as otherwise
provided in paragraph ( 2) , the State shall provide a
subvention of funds to reimburse each local government for
the costs, reduction in revenue, or the amount paid by or
charged to that local government, whenever the Legislature
or any state agency mandates agency, whether by statute or
by regulation, does any of the following:
(,A Mandates a new program or higher level of
service on any local government; the State shall provide a
subvention of funds to reimburse such local government for
the casts of such the program or increased level of
sernree; exeept that the government .
( B) Increases a local government ' s
proportionate share of funding of a program funded jointly
by the local_ government and the Sta=te .
09/12/01 12 : 55 PM
40386 RN0122207 PAGE 4
(C) Reduces, or reallocates or redistributes
from one local government to another or to a state-created
fund for any purpose, revenues derived from the ad valorem
property tax or any local tax, fee, or assessment .
(D) Reduces or eliminates that amount of
vehicle license fee revenues required to be allocated by
the statutory allocation formula _set forth in the Vehicle
License Fee Law (Part 5 (commencing with Section 10701 ) of
Division 2 of the Revenue and Taxation Code) , as it read
on January 1 , 2001 .
(E) Changes the requirements to distribute
revenues to local governments as set forth in Sections
1463 to 1465. 6, inclusive, of the Penal Code and Article 3
(commencing with Section 40200) of Chapter 1 of Division
17 of the Vehicle Code, as those statutes read on January
1 , 2001 .
(F) Modifies the allocation formulas prescribed
by Chapter 6 (commencing with Section 17600) of Part 5 of
Division 9 of the Welfare and Institutions Code, as that
chapter read on January 1 , 2001 .
( 2 ) The Legislature may, but need not , provide
sueh a subvention of funds for the following mandates:
fat
(A) Legislative mandates requested by the local
agency effeetee;
09/12/01 12 : 55 PM
40386 RN0122207 PAGE 5
fb} affected.
(B) Legislation defining a new crime or
changing an existing definition of a errme, er
fe} crime.
(C) Legislative mandates enacted prior to
January 1 , 1975, or executive orders or regulations
initially implementing legislation enacted prior to
January 1 , 1975.
(b) ( 1 ) The subvention requirement of
subdivision (a) may be suspended for one year by the
enactment of an urgency statute, other than the annual
Budget Act, as described in subdivision (d) of Section 8
of Article IV.
If, under paragraph ( 1 ) , the subvention
requirement of subdivision (a) is suspended for two or
more consecutiveey ars, any statute or regulation that
imposes the conditions that otherwise would require a
subvention of funds pursuant to subdivision (a) shall be
inoperative for that portion of the suspensionep riod that
exceeds oneey ar .
(c) The amount of any subvention to a local
government required by subdivision (a) as a result of a
reallocation or redistribution of revenues shall be equal
to the actual amount reallocated or redistributed , not to
exceed the a1[lount of revenue received , in the fiscai year
09/12/01 12 : 55 PM
40386 RN0122207 PAGE 6
immediately preceding the first year the statute or
regulation requiring the subvention took effect, by the
local government from which the revenues are reallocated
or redistributed, adjusted annually to the current fiscal
year by the change in the cost of living, as defined in
paragraph (2) of subdivision (e) of Section 8, and the
change in population as defined in Section 7901 of the
Government Code, as that section read on January 1 , 2001 .
(d) Except in the case of a suspension pursuant
to subdivision (b) , for any claim filed by a local
government to enforce this section for a mandate imposed
after January 1 , 2002, the State bears the burden of proof
that a subvention of funds is not required by this
section.
Third--That Section 20 is added to Article XVI
thereof, to read:
SEC. 20 . (a) In conjunction with each adoption
of a budget, each local government, as defined in
subdivision ( e) , shall do all of the following:
( 1 ) Design and conduct a process that provides
the public with the opportunity to provide input into the
development of public service goals and spending
priorities for the period during which that budget
applies , and results in a written report identifying those
public sr-�--: ].cr goals and snendina priorities .
09/12/01 12: 55 PM
40386 RN0122207 PAGE 7
( 2) After the close of each budget period,
issue to the public a written report that describes both
of the following:
(A) How its provision of services achieved the
public service goals during that period, noting any
deviations and the reasons therefor .
(B) How its expenditures during that period
conformed to its spending priorities for that period,
noting any deviations therefrom and the reasons therefor .
( 3 ) Undergo a locally designed financial audit
upon the conclusion of each budget period, and present the
written findings of that audit at a public meeting.
(b) This section does not supersede, preempt,
or otherwise modify the budget or fiscal provisions of a
county or city charter adopted under the authority of this
Constitution.
(c) This section applies to a local government
in the absence of statutory provisions that impose a
mandatory process for the adoption of the budget of that
local government .
(d) It is the intent of this section to allow
local government taxpayers to hold their locally elected
officials accountable for the expenditure of local
revenues .
( e ) As used in this section :
. 09/12/01 12 : 55 PM
40386 RN0122207 PAGE 8
( 1 ) "Local government" means a county, charter
county, city and county, city, charter city, or special
district.
( 2) "Special district" means an agency of the
State, formed pursuant to a general law or special
statute, for the performance of governmental or
proprietary functions within limited geographic
boundaries, but does not include a school district, a
county superintendent of schools, or a community college
district.
Fourth--That this measure be liberally
construed to effectuate its purpose of requiring the State
to reimburse local governments whenever the State
increases the responsibilities of local governments or
reduces the existing funding of local governments.
Fifth--That if any part of this measure or the
application to any person or circumstance is held invalid,
the invalidity shall not affect other provisions or
applications that reasonably can be given effect without
the invalid provision or application.
0 -
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