1. Compensation Disclosure and Public Relations 2011 Annual CALAFCO Staff Workshop Marriot Ventura Beach, Ventura Bill Chiat, Executive Director, CALAFCO SR Jones, Executive Officer, CALAFCO 1

2. Disclosure and Public Relations Why Now? Principles of Disclosure & Accountability Current Legal Requirements Practical Guidelines Public Records Requests Public Information 101 2

3. Principles of Disclosure and Accountability California Constitution: The people have the right of access to information concerning the conduct of the people’s business. California Supreme Court: Disclosure of government salary information serves a significant public interest. 3

4. Public Service, Public Trust CALAFCO Guidelines: As a matter of public trust, LAFCos should take measures to assure that commissioner and staff compensation levels, benefits and perquisites are disclosed in a manner that is protective of each individual’s privacy. 4

5. Current Requirements What’s Required – ◦ Annual Budget What’s Recommended – ◦ More is better than less ◦ Make it routine ◦ See CALAFCO Guidelines 5

6. State Controller Guidelines For Commissioners & Staff ◦ Total wages (as reported on W-2 or 1099) for each official and employee or contractor ◦ Pension formula and agency contributions ◦ Deferred compensation ◦ Health/dental/vision programs 6

7. Legislation on Compensation Issues 2010 Legislation ◦ SB 501 (Correa) annual compensation forms. Status: Died on the Senate Floor. ◦ AB 192 (Gatto) PERS liability & excessive compensation. Status: Died in Committee. ◦ AB 194 (Torrico) pension calculation methodology. Status: Vetoed. ◦ AB 827 (De La Torre) prohibited automatic raises and contract renewals. Status: Vetoed. ◦ AB 900 (de León) City of Bell property tax bills. Status: Signed; Chapter 223, Statutes of 2010. ◦ AB 1955 (De La Torre) staff contracts for local government; redevelopment activities. Status: Failed on the Senate Floor. ◦ AB 2064 (Huber) state government and local agencies must post officials and staff annual salaries on their websites. Status: Died in Committee. 7

8. Legislation (Continued) 2011 Legislation ◦ SB 46 (Correa) Local Gov. compensation disclosure forms. ◦ SB 27 (Simitian) Calculation of final compensation for retirement. ◦ AB 148 (Smyth) Ethics training to Include compensation guidelines. ◦ AB 582 (Pan) Requires disclosure of compensation increases for unrepresented public employees. 8

9. What to Disclose Reference – CALAFCO Compensation Disclosure Guidelines ◦ Current FY Adopted Budget ◦ Annual Compensation for Commissioners ◦ Annual Compensation for Staff and Contractors Compensation includes: ◦ Per Diems and Benefits Paid to Commissioners ◦ Salary and Wages Paid to Staff/Contractors ◦ Pension Formula & Employer Contributions for Pension, Deferred Compensation, Health Programs ◦ Reimbursements & Monetary and Non-Monetary Perquisites 9 Practical Guidelines

10. Direct Deposit Specifics Employee Address Tax Data – Marital Status, Allowances, Withholding Medical Insurance Specifics Deferred Compensation Specifics 10 Individual Privacy Employers have a duty to protect certain employee information

11. Website Template 11

12. Public Record Requests LAFCos are required to respond to Public Record Requests How to Respond to Requests ◦ Consult with Legal Counsel  Paystubs  Contracts  Other Items 12

13. Public Information Request Template - Paystub 13

14. Practical Tips Do ◦ Create a Website Template Disclosure  Include Annual LAFCo Budget  Include Commissioner compensation  Include Staff compensation  Include Consultant/Contractor payments ◦ Contact LAFCo Counsel When You Receive a Public Records Request Don’t ◦ Avoid Information Requests – respond promptly and completely 14