BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 274
                                                                  Page  1


          SENATE THIRD READING
          SB 274 (Romero)
          As Amended July 12, 2005
          Majority vote 

           SENATE VOTE  :  30-3  
           
           LOCAL GOVERNMENT    7-0         JUDICIARY           8-0         
           
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          |Ayes:|Salinas, Emmerson, De La  |Ayes:|Jones, Harman, Evans,     |
          |     |Torre, Mountjoy, Lieber,  |     |Haynes, Laird, Levine,    |
          |     |Nation, Wolk              |     |Lieber, Montanez          |
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          SUMMARY  :  Codifies common law regarding the prohibition of  
          public officers holding incompatible offices.  Specifically,  
           this bill  :   

          1)Prohibits a public officer, including, but not limited to, an  
            appointed or elected member 
          of a governmental board, commission, committee, or other body,  
            from simultaneously holding two public offices that are  
            incompatible.

          2)Specifies that offices are incompatible when any of the  
            following circumstances are present: 

             a)   Either of the offices may audit, overrule, remove  
               members of, dismiss employees of, or exercise supervisory  
               powers over the other office or body;

             b)   Based on the powers and jurisdiction of the offices,  
               there is a possibility of a significant clash of duties or  
               loyalties between the offices; and,

             c)   Public policy considerations make it improper for one  
               person to hold both offices.  

          3)States that if compelled or expressly authorized by law, a  
            public officer may simultaneously hold two public offices that  
            are incompatible.

          4)Specifies that when two public offices are incompatible, a  








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            public officer will be deemed 
          to have forfeited the first office upon acceding to the second. 

          5)Prohibits the provisions of this bill from applying to a  
            governmental body that has only advisory powers.    

          6)Specifies that nothing in this act is intended to expand or  
            contract the common law rule prohibiting an individual from  
            holding incompatible public offices.  It is intended that  
            courts interpreting this act shall be guided by judicial and  
            administrative precedent concerning incompatible public  
            offices developed under the common law. 

          7)Clarifies that for the purposes of a common law incompatible  
            offices analysis, the provisions of this bill do not apply to  
            a position of employment, including a civil service position.

           EXISTING LAW  prohibits, under common law, public officers from  
          holding incompatible offices.

           FISCAL EFFECT  :  None

           COMMENTS  :  In 1850, the Legislature adopted the English common  
          law to guide the California courts, to the extent that the  
          common law is not inconsistent with the United States  
          Constitution, the California Constitution, or state statutory  
          laws.  The common law prohibits holding incompatible offices.   
          Many court decisions and Attorney Generals' opinions have  
          interpreted and applied the prohibition against incompatible  
          offices.  The Attorney General restated this doctrine in a 1999  
          opinion:  "Offices are incompatible, in the absence of statutes  
          suggesting a contrary result, if there is any significant clash  
          of duties or loyalties between the offices, if the dual office  
          holding would be improper for reasons of public policy, or if  
          either officer exercises supervisory, auditory, or removal power  
          over the other."

          A November 2004 Attorney General's opinion determined that the  
          offices of unified school district trustee and county water  
          district director are incompatible.  The Attorney General gave  
          permission for a private citizen to file a quo warranto action  
          (a lawsuit challenging a person's right to hold an office).  A  
          request for summary judgment is pending in the Los Angeles  
          County Superior Court.








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          Several state laws require or allow local officials to serve on  
          other public agencies.  The Cortese-Knox-Hertzberg Local  
          Reorganization Act of 2000, for example, requires two county  
          supervisors and two city council members (or mayors) to serve as  
          local agency formation commission (LAFCO) members.  About half  
          of the LAFCOs have special district representatives who are also  
          members of districts' governing boards.  Also, under the Joint  
          Exercise of Powers Act,  local officials serve on the governing  
          boards of joint  powers agencies.

          Because the prohibition against holding incompatible offices is  
          a common law doctrine and not a statutory ban, some observers  
          say that local officials fail to understand the concept.  They  
          want the Legislature to codify this doctrine.

          The common law doctrine is perfectly clear: one person cannot  
          hold two incompatible  offices.  Decades of court decisions and  
          Attorney Generals' opinions have spelled out the three tests for  
          incompatibility.  Nevertheless, a few local officials still try  
          to hang onto positions that have inherent conflicts.  Some even  
          refuse to leave office, even when their errors are known.  

          Among the Legislature's earliest decisions was to embrace the  
          English common law.  
          For 155 years public officials have understood the common law's  
          prohibition against holding incompatible offices.  The remedies  
          for violating that prohibition are equally well known and  
          successive Attorneys General have not been shy about allowing  
          quo warranto suits when the facts justified them.  Codifying the  
          rules won't make them stronger or easier to enforce.  The  
          Legislature may wish to consider whether it is even necessary to  
          take the actions to codify common law. 


           Analysis Prepared by  :    Katie Kolitsos / L. GOV. / (916)  
          319-3958 


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