SB 799

  • California Senate Bill
  • 2015-2016 Regular Session
  • Introduced in Senate Mar 18, 2015
  • Passed Senate May 18, 2015
  • Assembly
  • Governor

School finance: school districts: annual budgets: reserve balance.

Abstract

Existing law requires the governing board of a school district, on or before July 1 of each year, to hold a hearing on, and adopt a budget for, the subsequent fiscal year. Existing law requires the governing board of a school district that proposes to adopt a budget that includes a combined assigned and unassigned ending fund balance in excess of the minimum recommended reserve for economic uncertainties adopted by the State Board of Education to provide specified information for public review and discussion. This bill would instead require the governing board of a school district that proposes to adopt a budget that includes unassigned ending balances in the school district's general fund and special reserve fund for other than capital outlay projects in excess of the minimum recommended reserve for economic uncertainties to provide specified information for public review and discussion. The bill would also require the governing board of a school district to adopt a policy establishing procedures for reporting the fund balances as reflected in the school district's governmental fund financial statements, as specified. By imposing additional duties on school districts, the bill would impose a state-mandated local program. Existing law limits the amount of the combined assigned or unassigned ending fund balance contained in a school district's annual budget in any fiscal year immediately after a fiscal year in which a transfer is made into the Public School System Stabilization Account. Existing law establishes formulas for calculating the maximum amount allowable for school districts with less than 400,000 units of average daily attendance and for school districts with more than 400,000 units of average daily attendance, as specified. Existing law authorizes the county superintendent of schools to grant an exemption from those requirements if the school district provides documentation indicating extraordinary fiscal circumstances substantiate the need for a combined assigned or unassigned ending fund balance that is in excess of the minimum recommended reserve for economic uncertainties, as specified. This bill would instead provide that the school district's budget shall not contain unassigned ending balances in the school district's general fund and special reserve fund for other than capital outlay projects in excess of 15% of those funds, and would require a county superintendent of schools to grant a school district an exemption if the school district provides documentation indicating extraordinary fiscal circumstances substantiate the need for those fund balances, as specified. The bill would require the governing board of a school district to report in a public meeting its assigned and unassigned fund balances in the school district's general fund and special reserve fund for other than capital outlay projects, as specified. Because the bill would impose additional duties on school districts and county superintendents of schools, the bill would impose a state-mandated local program. 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, if the Commission on State Mandates determines that the bill contains costs mandated by the state, reimbursement for those costs shall be made pursuant to these statutory provisions.

Bill Sponsors (17)

Votes


Actions


Aug 30, 2016

Assembly

From committee with author's amendments. Read second time and amended. Re-referred to Com. on ED.

  • Referral-Committee
  • Reading-2
  • Amendment-Passage
  • Committee-Passage
  • Reading-1
Com. on ED.

Jun 22, 2016

Assembly

June 22 set for first hearing canceled at the request of author.

Jun 16, 2016

Assembly

From committee: Be re-referred to Com. on ED. (Ayes 10. Noes 0.) (June 16). Re-referred to Com. on ED.

  • Referral-Committee
  • Committee-Passage
Com. on ED. (Ayes 10. Noes 0.) (June 16). Re-referred to Com. on ED.

Aug 20, 2015

Assembly

Read third time and amended.

Assembly

Re-referred to Com. on RLS. pursuant to Assembly Rule 97.

  • Referral-Committee
Com. on RLS. pursuant to Assembly Rule 97.

Assembly

Ordered to third reading.

Aug 17, 2015

Assembly

From consent calendar on motion of Assembly Member Holden.

Assembly

Ordered to third reading.

Jul 16, 2015

Assembly

Read second time. Ordered to consent calendar.

Jul 15, 2015

Assembly

From committee: Do pass. Ordered to consent calendar. (Ayes 16. Noes 0.) (July 15).

Jul 07, 2015

Assembly

From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 14. Noes 0.) (July 7). Re-referred to Com. on APPR.

  • Referral-Committee
  • Committee-Passage-Favorable
  • Committee-Passage
Com. on APPR.

Jun 25, 2015

Assembly

From committee with author's amendments. Read second time and amended. Re-referred to Com. on B. & P.

  • Referral-Committee
  • Reading-2
  • Amendment-Passage
  • Committee-Passage
  • Reading-1
Com. on B. & P.

Jun 04, 2015

Assembly

Referred to Com. on B. & P.

  • Referral-Committee
Com. on B. & P.

May 18, 2015

Assembly

In Assembly. Read first time. Held at Desk.

Senate

Read third time. Passed. (Ayes 36. Noes 0. Page 1028.) Ordered to the Assembly.

May 12, 2015

Senate

Read second time. Ordered to consent calendar.

May 11, 2015

Senate

From committee: Be ordered to second reading pursuant to Senate Rule 28.8 and ordered to consent calendar.

May 01, 2015

Senate

Set for hearing May 11.

Apr 28, 2015

Senate

From committee: Do pass and re-refer to Com. on APPR. with recommendation: To consent calendar. (Ayes 9. Noes 0. Page 794.) (April 27). Re-referred to Com. on APPR.

  • Referral-Committee
  • Committee-Passage-Favorable
  • Committee-Passage
Com. on APPR.

Apr 20, 2015

Senate

From committee with author's amendments. Read second time and amended. Re-referred to Com. on B., P. & E.D.

  • Referral-Committee
  • Reading-2
  • Amendment-Passage
  • Committee-Passage
  • Reading-1
Com. on B., P. & E.D.

Mar 27, 2015

Senate

Set for hearing April 27.

Mar 25, 2015

Senate

Referred to Com. on B., P. & E.D.

  • Referral-Committee
Com. on B., P. & E.D.

Mar 19, 2015

Senate

From printer. May be acted upon on or after April 18.

Mar 18, 2015

Senate

Introduced. Read first time. To Com. on RLS. for assignment. To print.

Bill Text

Bill Text Versions Format
SB799 HTML
03/18/15 - Introduced PDF
04/20/15 - Amended Senate PDF
06/25/15 - Amended Assembly PDF
08/20/15 - Amended Assembly PDF
08/30/16 - Amended Assembly PDF

Related Documents

Document Format
No related documents.

Sources

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