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CC SR 20160216 09 - Civic Reporting Openness in Negotiations Efficiency (Croney) ActRANCHO PALOS VERDES CITY COUNCIL MEETING DATE: 02/16/2016 AGENDA REPORT AGENDA HEADING: Regular Business AGENDA DESCRIPTION: Consideration and possible action on the Civic Reporting Openness in Negotiations Efficiency ("CRONEY") Act RECOMMENDED COUNCIL ACTION: 1) Direct staff to prepare an ordinance repealing the OPEN Ordinance FISCAL IMPACT: None Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Gabriella Yap, Deputy City Manager REVIEWED BY: Same APPROVED BY: Doug Willmore, City Manager. ATTACHED SUPPORTING DOCUMENTS: A. Memo from City Attorney regarding CRONEY Act (page A-1) BACKGROUND Beginning January 1, 2016, the Civic Reporting Openness in Negotiations Efficiency ("CRONEY") Act imposed additional requirements for municipalities that have adopted a Civic Openness In Negotiations (COIN) ordinance or other similar ordinance, like the City's Open Public Employees Negotiation (OPEN) Ordinance. The City Attorney's Office has prepared the attached memo outlining the details of the CRONEY Act, which basically states the City will be required to designate an independent auditor to evaluate many new contracts valued at $250,000 or more; make the report available to the public at least 30 days before the issue can be heard before the City, and at least 60 days before the City can take any action to approve or disapprove the contract. In addition, any offers or counteroffers related to these contract negotiations must be disclosed on the City's website within 24 hours; the City Council must disclose any communications related to the negotiations; and the City's final determination on a contract may not be made until the matter has been heard at a minimum of two meetings of the governing body. Cities that do not have COIN ordinances are not required to comply with these requirements. 1 DISCUSSION From a management perspective, the CRONEY Act brings significant operational challenges because of its much more stringent requirements. By requiring the independent auditor to provide a report to all parties and make the report available to the public at least 30 days before the issue can be heard before the City, and at least 60 days before the City can take any action to approve or disapprove the contract, it essentially delays the ability to move forward on agreements for a minimum of two months. This does not include the additional steps and time involved if there is a back - and -forth negotiations process, nor does it consider that such requirements may make the negotiations process more difficult with contractors or consultants. From a fiscal perspective, on average, each review or "audit" of a proposal done in accordance with the OPEN ordinance cost approximately $2,000. During the labor negotiations, every fiscal analysis of the proposals performed by the Finance Department were verified by the independent auditor without any changes. In essence, the auditor confirmed that the Finance Department was correctly assessing the costs of each proposal. However, the likely cost of needing to send the financial proposals for every contract covered under CRONEY to an independent auditor would probably easily total in the tens of thousands per year. While the goal of the OPEN ordinance was for increased transparency, there may be other ways of achieving the same level of transparency without the constraints of the new CRONEY Act. For example, if the Council chooses to move forward with repealing the OPEN ordinance, the City Council could require that Staff continue to request that the Employee Association agree to continue the practice of placing the negotiation proposals on the website. CONCLUSION It is recommended that the Council direct Staff to prepare an ordinance repealing the OPEN Ordinance so as not to create delays or additional costs in the negotiation and execution of other agreements that would result from the requirements of the CRONEY Act. ALTERNATIVES In addition to the Staff recommendation, the following alternative actions are available for the City Council's consideration: Direct Staff to prepare a draft amendment to the OPEN Ordinance to ensure the City's labor negotiations comply with the CRONEY Act, and direct staff to prepare City contracting procedures that comply with the CRONEY Act. 2. Take other action. 2 MEMORANDUM TO: HONORABLE MAYOR & CITY COUNCIL MEMBERS FROM: DAVID J. ALESHIRE, CITY ATTORNEY DATE: FEBRUARY 16, 2016 SUBJECT: CIVIC OPENNESS IN NEGOTIATIONS EFFICIENCY ("CRONEY") ACT CC: DOUG WILLMORE, CITY MANAGER EXECUTIVE SUMMARY Beginning January 1, 2016 the City will need to comply with the Civic Reporting Openness in Negotiations Efficiency (CRONEY) Act, which imposes additional requirements for municipalities that have adopted a Civic Openness In Negotiations (COIN) ordinance or other similar ordinance. The City's Open Public Employees Negotiation (OPEN) Ordinance is a COIN ordinance, and as such the City will be required to comply with the CRONEY Act. Under the CRONEY Act, the City will be required to designate an independent auditor to evaluate many new contracts valued at $250,000 or more. In addition, any offers or counteroffers related to these contract negotiations must be disclosed on the City's website within 24 hours, the City Council must disclose any communications related to the negotiations, and the City's final determination on a contract may not be made until the matter has been heard at a minimum of two meetings of the governing body. BACKGROUND On October 9, 2015, Governor Jerry Brown signed SB 331, the Civic Reporting Openness in Negotiations Efficiency (CRONEY) Act. The CRONEY Act greatly expands the reporting requirements for cities that have adopted COIN ordinances. Namely, the CRONEY Act requires cities with COIN ordinances to follow certain additional procedures for the negotiation and approval of goods and services contracts, within an enumerated list of subject areas', that are valued at $250,000 or morel. The list of subject areas is: accounting, financing, hardware and software maintenance, health care, human resources, human services, information technology, telecommunications, janitorial maintenance, legal services, lobbying, marketing, office equipment maintenance, passenger vehicle maintenance, property leasing, public relations, public safety, social services, transportation, or waste removal. 2 The CRONEY Act also applies to any contracts, within the enumerated subject areas, with a person or entity that are cumulatively worth $250,000 or more within the municipality's fiscal year. A-1 Specifically, the CRONEY Act creates the following requirements for cities with COIN ordinances: 1. Cities are required to designate "an unbiased independent auditor" to review the cost of any proposed contract that is covered by the CRONEY Act. The independent auditor is required to prepare a report on the cost of the contract, including a determination of the fiscal impacts of each term and condition of the contract, and to make a recommendation as to the viability of the contract. 2. The independent auditor must provide his report to all parties to the contract and make the report available to the public at least 30 days before the issue can be heard before the City, and at least 60 days before the City can take any action to approve or disapprove the contract. 3. Any offer or counteroffer must be disclosed on the City website within 24 hours. 4. City representatives must advise the governing body of all offers, counteroffers, information, or statements of position discussed by either party in the negotiations. 5. Before approving any contract, the city must release detailed information about any negotiation sessions, including: the names of all persons in attendance; the date, length, and location of the session; and any pertinent facts regarding the negotiations occurring at each session. 6. Each member of the governing body, and staff members of governing body offices, must disclose publicly all communications related to the negotiations, or pending negotiations, with official or unofficial representatives of the private person or entity within 24 hours. 7. The final determination of the governing body must not be made until the matter has been heard at a minimum of two meetings of the governing body where the public has had an opportunity to review and comment on the matter. ANALYSIS The City enacted OPEN, its COIN ordinance, in 2014. Because the City has a COIN ordinance, the CRONEY Act requires that, in addition to complying with the above -listed requirements for labor negotiations, the City must comply with the above -listed requirements for goods and services contracts (see Footnote 1) that are valued at $250,000 or more. Cities that do not have COIN ordinances are not required to comply with these requirements. 1. CRONEY-Required Changes to Labor Negotiations The City's OPEN ordinance requires the City's finance department prepare a fiscal impact analysis for any meet and confer proposal, as well as any proposed Memorandum of Understanding. This fiscal impact analysis must then be reviewed by an independent certified public accountant. The City defines a "meet and confer A-2 proposal" as any written proposal presented or received during the course of negotiations. Therefore, the City's current procedure, as it pertains to meet and confer proposals, likely complies with the CRONEY Act. However, the CRONEY Act further requires that, before a Memorandum of Understanding is proposed to the City Council, the City must have an independent auditor prepare his or her own report regarding the costs. As currently written, the OPEN ordinance does not require this additional step, and as such the City's procedures may be deficient under the CRONEY Act. Further, under the CRONEY Act the City must now post all offers and counteroffers— not just those that are rejected and no longer being considered—to the City Website within 24 hours. Finally, to comply with the CRONEY Act, the City must ensure that the independent auditor's report, when prepared for any proposed contract, be made public at least 30 days prior to the first meeting at which the contract is to be discussed, and 60 days prior to any action to approve or disapprove the contract. 2. CRONEY-Required Changes to Other Contract Negotiations The CRONEY Act also requires cities with COIN Ordinances to comply with the requirements set forth above for contracts with a person or entity valued individually or cumulatively at $250,000 or more for the following types of goods or services: ❖ Accounting ❖ Financing ❖ Hardware and software maintenance ❖ Health care ❖ Human resources ❖ Human services ❖ Information technology ❖ Telecommunications ❖ Janitorial maintenance ❖ Legal services CONCLUSION ❖ Lobbying ❖ Marketing ❖ Office equipment maintenance ❖ Passenger vehicle maintenance ❖ Property leading ❖ Public relations ❖ Public safety ❖ Social services ❖ Transportation ❖ Waste removal The CRONEY Act imposes a significant number of additional requirements on the City because the City has a COIN ordinance. These requirements will likely lengthen the time it takes the City to negotiate and approve contracts. Further, because of the additional requirements that the City hire an independent auditor to evaluate any proposed contract and that the City post any offers or counteroffers to its website, complying with the CRONEY Act will likely increase the financial burden on the City when negotiating contracts. A-3 Should the City repeal its OPEN Ordinance, it would no longer need to comply with the CRONEY Act. If, on the other hand, the City maintains its OPEN Ordinance, it should amend the OPEN Ordinance to ensure the City and its unions are on notice of the additional requirements imposed by the CRONEY Act on labor negotiations. Further, the City should adopt a set of procedures for contract negotiations for the goods and services contracts impacted by the CRONEY Act so that contractors and the City are aware of the additional requirements imposed by the CRONEY Act. Attachment(s): SB 331 MA Senate Bill No. 331 CHAPTER 714 An act to add Chapter 4.5 (commencing with Section 22175) to Part 3 of Division 2 of the Public Contract Code, relating to public contracts. [Approved by Governor October 9, 2015. Filed with Secretary of State October 9, 2015.] LEGISLATIVE COUNSEL'S DIGEST SB 331, Mendoza. Public contracts: local agencies: negotiations. Existing law relating to public contracts requires local agencies, including cities and counties, to comply with specified procedures for public contracting for public construction. The Meyers-Milias-Brown Act requires the governing body of a local public agency to meet and confer in good faith regarding wages, hours, and other terms and conditions of employment with representatives of a recognized employee organization. This bill would enact the Civic Reporting Openness in Negotiations Efficiency Act to establish specific procedures for the negotiation and approval of certain contracts valued at $250,000 or more for goods or services by cities, counties, cities and counties, or special districts that have adopted a civic openness in negotiations ordinance, or COIN ordinance, defined as an ordinance imposing specified requirements as part of any collective bargaining process undertaken pursuant to the Meyers-Milias-Brown Act. The act would require the designation of an independent auditor to review and report on the cost of any proposed contract. The act would require a city, county, city and county, or special district to disclose prescribed information relating to the contract and contract negotiations on its Internet Web site. The act would prohibit a final determination by the governing body regarding approval of any contract until the matter has been heard at a minimum of 2 public meetings of the governing body. The act would exempt from its provisions contracts required to respond to, recover from, or mitigate the effects of a temporary public safety emergency declared by the chief law enforcement officer of a city, county, city and county, or special district, or a state of war emergency, state of emergency, or local emergency, as those terms are defined in the California Emergency Services Act. The act would also exempt from its provisions a renewal of a contract if the employees performing the services are covered by a collective bargaining agreement that is governed by the National Labor Relations Act. By imposing new requirements on cities, counties, cities and counties, and special districts, this bill would impose a state -mandated local program. 92 A-5 Ch. 714 —2 The California Constitution requires local agencies, for the purpose of ensuring public access to the meetings of public bodies and the writings of public officials and agencies, to comply with a statutory enactment that amends or enacts laws relating to public records or open meetings and contains findings demonstrating that the enactment furthers the constitutional requirements relating to this purpose. This bill would make legislative findings to that effect. The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason. The people of the State of California do enact as follows: SECTION 1. Chapter 4.5 (commencing with Section 22175) is added to Part 3 of Division 2 of the Public Contract Code, to read: CHAPTER 4.5. CIVIC OPENNESS IN NEGOTIATIONS 22175. This chapter shall be known, and may be cited, as the Civic Reporting Openness in Negotiations Efficiency Act, or CRONEY. 22176. As used in this chapter, "civic openness in negotiations ordinance" or "COIN ordinance" means an ordinance adopted by a city, county, city and county, or special district that requires any of the following as a part of any collective bargaining process undertaken pursuant to the Meyers-Milias-Brown Act (Chapter 10 (commencing with Section 3500) of Division 4 of Title 1 of the Government Code): (a) The preparation of an independent economic analysis describing the fiscal costs of benefit and pay components currently provided to members of a recognized employee organization, as defined in Section 3501 of the Government Code. (b) The completion of the independent economic analysis prior to the presentation of an opening proposal by the public employer. (c) Availability for review by the public of the independent economic analysis before presentation of an opening proposal by the public employer. (d) Updating of the independent economic analysis to reflect the annual or cumulative costs of each proposal made by the public employer or recognized employee organization. (e) Updating of the independent economic analysis to reflect any absolute amount or change from the current actuarially computed unfunded liability associated with the pension or postretirement health benefits. (f) The report from a closed session of a meeting of the public employer's governing body of offers, counteroffers, or supposals made by the public employer or the recognized employee organization and communicated during that closed session. 92 Wo Ch. 714 (g) The report from a closed session of a meeting of the public employer's governing body of any list of names of persons in attendance during any negotiations session, the date of the session, the length of the session, the location of the session, or pertinent facts regarding the negotiations that occurred during a session. 22177. (a) This chapter applies only to a city, county, city and county, or special district that has adopted a COIN ordinance, which is effective and operative. This chapter shall not apply if the city, county, city and county, or special district suspends, repeals, or revokes its COIN ordinance. (b) This chapter shall not apply to a contract if the contract is required to respond to, recover from, or mitigate the effects of any of the following: (1) A temporary public safety emergency declared by the chief law enforcement officer of a city, county, city and county, or special district. (2) A state of war emergency, state of emergency, or local emergency, as those terms are defined in Section 8558 of the Government Code. (c) This chapter shall not apply to a renewal of a contract if the employees performing the services are covered by a collective bargaining agreement that is governed by the National Labor Relations Act (29 U.S.C. Sec. 151 et seq.). 22178. (a) This chapter shall apply to any contracts with a value of at least two hundred fifty thousand dollars ($250,000), and to any contracts with a person or entity, or related person or entity, with a cumulative value of at least two hundred fifty thousand dollars ($250,000) within the fiscal year of the city, county, city and county, or special district, being negotiated between the city, county, city and county, or special district, and any person or entity that seeks to provide services or goods to the city, county, city and county, or special district, in the following areas: accounting, financing, hardware and software maintenance, health care, human resources, human services, information technology, telecommunications, janitorial maintenance, legal services, lobbying, marketing, office equipment maintenance, passenger vehicle maintenance, property leasing, public relations, public safety, social services, transportation, or waste removal. (b) The city, county, city and county, or special district shall designate an unbiased independent auditor to review the cost of any proposed contract. The independent auditor shall prepare a report on the cost of the contract and provide the report to all parties and make it available to the public before the governing body takes any action to approve or disapprove the contract. The report shall comply with the following: (1) The report shall include a recommendation regarding the viability of the contract, including any supplemental data upon which the report is based, and shall determine the fiscal impacts attributable to each term and condition of the contract. (2) The report shall be made available to the public at least 30 days before the issue can be heard before the governing body and at least 60 days before any action to approve or disapprove the contract by the governing body. (3) Any proposed changes to the contract after it has been approved by the governing body shall adhere to the same approval requirements as the 92 A-7 Ch. 714 —4 original contract. The changes shall not go into effect until all of the requirements of this subdivision are met. (c) The city, county, city and county, or special district shall disclose all offers and counteroffers to the public within 24 hours on its Internet Web site. (d) Before approving any contract, the city, county, city and county, or special district shall release a list of names of all persons in attendance, whether in person or by electronic means, during any negotiation session regarding the contract, the date of the session, the length of the session, the location where the session took place, and any pertinent facts regarding the negotiations that occurred in that session. (e) Representatives of the governing body shall advise the governing body of all offers, counteroffers, information, or statements of position discussed by the contracting person or entity and city, county, city and county, or special district representatives participating in negotiations regarding any contract. (f) Each governing body member and staff members of governing body offices shall disclose publicly all verbal, written, electronic, or other communications regarding a subject matter related to the negotiations or pending negotiations they have had with any official or unofficial representative of the private entity within 24 hours after the communication occurs. (g) A final governing body determination regarding approval of any contract shall be undertaken only after the matter has been heard at a minimum of two meetings of the governing body wherein the public has had the opportunity to review and comment on the matter. SEC. 2. The Legislature finds and declares that Section 1 of this act, which adds Chapter 4.5 (commencing with Section 22175) to Part 3 of Division 2 of the Public Contract Code, furthers, within the meaning of paragraph (7) of subdivision (b) of Section 3 of Article I of the California Constitution, the purposes of that constitutional section as it relates to the right of public access to the meetings of local public bodies or the writings of local public officials and local agencies. Pursuant to paragraph (7) of subdivision (b) of Section 3 of Article I of the California Constitution, the Legislature makes the following findings: This act ensures that members of the public have the opportunity to be informed of, and meaningfully participate in, the negotiation and approval of contracts for goods and services by a city, county, city and county, or special district that has adopted a civic openness in negotiations (COIN) ordinance, thereby furthering the purposes of Section 3 of Article I of the California Constitution. SEC. 3. No reimbursement is required by this act pursuant to Section 6 of Article XIII B of the California Constitution because the only costs that may be incurred by a local agency or school district under this act would 92 1 • • Ch. 714 result from a legislative mandate that is within the scope of paragraph (7) of subdivision (b) of Section 3 of Article I of the California Constitution. Ic MLO