BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 344
                                                                  Page  1

          Date of Hearing:   May 18, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   AB 344 (Furutani) - As Amended:  April 25, 2011 

          Policy Committee:                              PERS Vote:6-0

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

           SUMMARY  

          This bill prohibits the California Public Employees' Retirement 
          System (CalPERS) from granting exceptions for members not in a 
          group or class of similar employees, from the prohibition that 
          limits increases in compensation that can be earned for the 
          purposes of calculating retirement.  This bill also eliminates 
          the ability of a CalPERS employer to request that a retired 
          annuitant be extended beyond the 960 hour limit in any fiscal 
          year.  

           FISCAL EFFECT  

          Small savings to CalPERS from not processing the requests for 
          extending retired annuitants.

          Local agencies are likely to incur some additional costs, 
          non-reimbursable, for hiring consultants or full time employees 
          because of the possible limitations to retired annuitants.  
          CalPERS approves very few exceptions to the 960 hour rule, so 
          the costs would be minor.

           COMMENTS  

           1)Purpose  .  According to the author, the recent City of Bell 
            scandal brought to light an area of the Public Employees' 
            Retirement Law that needs to be changed.  Under current law, 
            increases in compensation that is earned by an employee who is 
            not in a group or class of similar employees, is limited to 
            the average increase in compensation earnable for all 
            employees who are in the same membership classification, i.e., 
            the same employer.  This prohibition was added to the law to 
            eliminate the ability of high level managers to 








                                                                  AB 344
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            inappropriately increase their retirement allowances during 
            their final years of employment.  Unfortunately, existing law 
            allowed CalPERS to grant exceptions to this rule, which they 
            did in the case of the City of Bell.  

           2)Background  .  Current law allows CalPERS employers to hire 
            retired annuitants under specified conditions.  For example, a 
            retired annuitant must possess specialized skills needed for a 
            limited time or during an emergency to prevent a stoppage of 
            public services.  These appointments may not exceed 960 hours 
            per fiscal year and the total compensation for these 
            appointments may not exceed the maximum pay scale for the 
            vacant position.  Existing law permits the governing body of a 
            public agency to request an extension to the 960 hour limit by 
            submitting a resolution to CalPERS for approval.  This bill 
            would also eliminate CalPERS' ability to extend employment of 
            retired annuitants beyond the current 960 hour limit.
                
            3)Opposition  .  Opponents, including the League of California 
            Cities, California State Association of Counties and the 
            California Special District Association, raise concerns with 
            the provisions of the bill that eliminate the ability of a 
            retired annuitant to continue providing services to a public 
            agency beyond the 960 hour limit.  Opponents state that local 
            agencies utilize retired annuitants to lower the costs of the 
            service (retirement and health care expenses are not paid) and 
            ensure the service is fulfilled while a replacement candidate 
            is being selected.  Opponents argue that while it may seem 
            difficult to justify the on-going employment of a retired 
            annuitant, in many ways it is beneficial to the state or local 
            agency, the employee and the taxpayer, and by eliminating this 
            option it impedes local agencies' ability to immediately fill 
            highly technical positions - expertise that may be in short 
            supply, especially in rural agencies.

            State government also uses retired annuitants and could be 
            affected by the provisions in the bill.


           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081