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 ----------------------------------------------------------------- |Ayes:|Salinas, Emmerson, De La |Ayes:|Jones, Harman, Evans, | | |Torre, Mountjoy, Lieber, | |Haynes, Laird, Levine, | | |Nation, Wolk | |Lieber, Montanez | ----------------------------------------------------------------- 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 SB 274 Page 2 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. SB 274 Page 3 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 FN: 0011602