BILL ANALYSIS                                                                                                                                                                                                    




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                           88 (Hernandez)
          
          Hearing Date:  8/27/2009        Amended: 8/20/2009
          Consultant:  Maureen Ortiz      Policy Vote: PE&R 5-2
          _________________________________________________________________ 
          ____
          BILL SUMMARY:   AB 88, an urgency measure, ratifies the  
          Memoranda of Understanding between the State and Bargaining  
          Units 1, 3, 4, 11, 14, 15, 17, 20, and 21 (Service Employees  
          International Union, Local 1000).  The bill appropriates $9.474  
          million in augmentation of the 2009 Budget Act for state  
          compensation.
          _________________________________________________________________ 
          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2008-09      2009-10       2010-11     Fund
           
          Health benefits                   $4,357                $20,500*  
                                            General
                                                            $5,117          
                                 $21,900                              
          Specials

          Quality Institute                              $0        $1,000   
                                            General

          Elimination of 2 holidays          $0          ($1,467)**         
                                 General
                                                                            
                                   ($15)**

          Salary inc: seasonal                           $86                
                                  $260                             General
                                                                   $27      
                                   $81                                 
          Specials

          Sick leave/over time               ($1,085)**            
          ($3.755)**                             General
                                                          $0          
          ($2,504)**                            Specials          











          * $9.474 million appropriated in bill.

          **Staff notes that these two provisions have been enacted  
          pursuant to SBX3 8, Chapter 4, Statutes of 2009, Third  
          Extraordinary Session
          _________________________________________________________________ 
          ____

          STAFF COMMENTS:  This bill meets the criteria for referral to  
          the Suspense file.
          
          AB 88 appropriates approximately $9.5 million ($4.4 million  
          General Fund, and $5.1 million other funds) in augmentation of  
          the 2009 Budget Act to cover the costs of the health care  
          contribution that is discussed below.  However, staff notes that  
          while $9.5 million may have been sufficient to fund those costs  
          for the 2008 budget year, if the appropriation is meant to cover  
          the increases in health benefits for 2009, the appropriation  
          should be closer to the above noted costs.  An additional  
          appropriation would then be necessary to reimburse employees for  
          health costs incurred in 2008 budget year.


          Page 2
          AB 88 (Hernandez)


           Costs of Reducing the Furlough
           
          The Memoranda of Understanding provides that employees in Local  
          1000 will be subject to a one day furlough beginning February  
          2009 and continuing through the 
          terms of the contract which ends June 30, 2010.  Since the  
          Governor's Executive Order had proclaimed a furlough of two days  
          from February through June 2009, reducing the furlough to one  
          day for each of the five months remaining in the 2008-09 FY  
          would result in additional costs of approximately $62 million of  
          which about $27.9 million would be derived from the General Fund  
          and $34.1 million would come from various other funds for  
          2008-09.

          The Governor's Executive Order S-13-09 then subjected all state  
          employees, including those in Local 1000, to a  three day per  
          month furlough  effective July 1, 2009 which resulted in a total  
          salary reduction of approximately 13.86%.   The savings realized  
          from the three day furlough were considered as part of the  










          finalization of the 2009-10 Budget Act.  Ratifying this MOU, and  
          consequently reducing the mandatory furlough for Local 1000  
          employees to one day per month will result in additional costs  
          for FY 2009-10 of approximately $624 million of which  
          approximately $281 million would be a General Fund cost.   
          However, staff notes that is it unlikely that ratification of  
          this MOU will result in a reduction in the furlough days since  
          the issue is expected to ultimately be decided by the courts.  

           Contract Vs. Contract
           
          According to information provided by the Department of Personnel  
          Administration earlier this year, this MOU will result in net  
          savings of approximately $337 million  ($156 General Fund) for  
          the implementation of one furlough day when compared to the  
          prior SEIU Local 1000 contract that expired June 2008 and which  
          did not contain any furloughs or reductions in salaries.


           The Memoranda of Understanding
           
          There are approximately 86,783 full-time equivalents in SEIU  
          Local 1000.  The major provisions of the MOU are as follows:

          1)   Mandatory Personal Furlough Leave Program  :  

          Effective February 2009 through June 30, 2010, all employees  
          will be furloughed one day per month resulting in a reduction in  
          salary of 4.62%.  Leave credits accrued will not have cash value  
          and must be used by July 1, 2012.  Further, the leave program  
          will not negatively impact an employee's retirement or other  
          employer paid benefits, or service credit for the purpose of  
          computing benefits or leave credits.

          This program will be in lieu of the Governor's 3 day per month  
          furlough program, two days of which were established by  
          executive order beginning February 1, 2009, and the 
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          AB 88 (Hernandez)

          third day was established beginning July 1, 2009.  Since some  
          employees have already realized as many as15 furlough days since  
          February 2009, it is assumed that DPA and SEIU will coordinate  
          to equitably spread out the remaining furlough pay reductions  
          over the remaining months of the contract.











          2)   Layoff  :

          Through the duration of the contract, layoffs will be limited  
          only to departmental closures or programs, facilities or  
          offices.  Employees may be required to accept jobs in other  
          departments that are within 50 miles of current their employment  
          and within10 percent of their current pay.

          3)   Compensation:  Seasonal Clerks  

          There will be no general salary increases during the duration of  
          the new contract, except that effective April 1, 2009, the  
          hourly pay rate for the Seasonal Clerk Classification will  
          increase $0.50 per hour.  This increase affects approximately  
          1,300 seasonal clerks employed by the Franchise Tax Board and  
          the State Compensation Insurance Fund which currently have a  
          base salary of between $1,418 to $1,620 per month.

          4)   Health Benefits:  Employer Contribution  

          The MOU makes two key changes with respect to health benefit  
          contributions:
           
                a)   Employees in BU 3 (professional educators and  
          librarians) will receive health benefits under the State's  
          "80-80" formula beginning the February 2009 pay period.  This  
          benefit is currently provided to the other eight bargaining  
          units represented by SEIU. Under the "80-80" formula, the  
          employer contribution for single-party              coverage is  
          80% of that year's weighted average premium of the four plans  
          with the highest employee enrollment, and 80% of the weighted  
          average cost for dependent coverage.

                b)   For the purpose of mitigating the fiscal effects of  
          the furlough, the state will raise its contribution to cover  
          100% of the 2009 increase in premiums charged by Blue Shield  
          Access, Blue Shield Net Value, and Kaiser HMO (other insurers  
          did not raise premiums in 2009).  Amounts are $13.78 (single),  
          $29.96 (2-party), and $43.72 (family).  A similar increase will  
          be provided in 2010 for employees enrolled in plans that have  
          premium increases in that year.

          5)   Business and Travel Expenses  :

          The per diem rate for employees on travel for the state will  
          increase to the current federal rate of $55 per day (from the  










          existing rate of $40 per day).  The last increase in meal  
          reimbursement rates was in 1999.  Increases will be absorbed by  
          departments in their current budgets, and if funds are not  
          available, travel will be reduced accordingly.

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          AB 88 (Hernandez)


          6)   Holiday Reduction  :

          Effective March 1, 2009, the February 12 and Columbus Day  
          holidays will be eliminated (this provision has been codified in  
          SBX3 8, Chapter 4, Statutes of 2009). In lieu of the holiday  
          reduction, employees will be provided two personal holidays.

          7)    Overtime  

          The contract provides that, effective March 1, 2009, sick leave  
          will not be counted in the computation for overtime.  For  
          example, if an employee is required to work for 40 hours in a  
          week before earning overtime, he or she must actually work 40  
          hours on the job before earning premium pay for overtime.  Time  
          spent on leave for sick leave, vacation, or any other type of  
          leave may not be counted in the 40 hours of work needed to begin  
          accruing overtime.  (This provision has been enacted for all  
          state employees pursuant to SBX3 8, Chapter 4, Statutes of 2009,  
          Third Extraordinary Session.)

          8)   Related Excluded and Exempt  :

          Related excluded and exempt employees will be subject to the one  
          day furlough and corresponding reduction in salary.   This  
          includes employees in the Legislative Counsel Bureau (LBC) and  
          Bureau of State Audits (BSA) who are civil service and work in  
          classifications identical or similar to those represented by  
          SEIU.  These employees traditionally receive compensation  
          increases when bargained for SEIU employees.  For example, they  
          received pay increases in 2006 (3.5%) and 2007 (3.4%) as well as  
          other increases in prior years.

          9)   Institute for Quality Public Services  

          The State shall set aside $1 million for the establishment of a  
          continuing education and professional development institute.   
          The money will be available after July 1, 2009, and after the  










          development of trust documents meeting all state and federal  
          requirements.

           10)  Contract Protection
           
          If the Legislature does not approve or fully fund any provision  
          of the MOU that requires the expenditure of funds, either party  
          may reopen negotiations on all or part of the MOU.

          11)   Duration  :

          SEIU's prior contract expired on June 30, 2008.  This new  
          agreement is effective from July 1, 2008 through June 30, 2010.   

          



          Page 5
          AB 88 (Hernandez)

          
          The Ralph C. Dills Act requires that collective bargaining  
          agreements that are negotiated between the state and bargaining  
          units must be ratified by the Legislature.  Staff notes that  
          this agreement was reached on February 13, 2009 and presented to  
          the Legislature at that time.  Pursuant to Chapter 499, Statutes  
          of 2005 (SB 621, Speier), the Legislative Analyst's Office  
          prepared and distributed an analysis of this MOU on March 6,  
          2009.  Senate Rules 29.4 requires the final version of an MOU to  
          be available to the Legislature for 7 legislative days before  
          the Senate may act on the MOU.  This MOU between the state and  
          Bargaining Units 1, 3, 4, 11, 14, 15, 17, 20, and 21 has been  
          delivered in sufficient time to be acted upon by the Senate.