BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 125
                                                                  Page  1

          Date of Hearing:   April 17, 2013

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

               AB 125 (Wieckowski) - As Introduced:  January 14, 2013 

          Policy Committee:                              PERSSVote:7-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill adds the chief operating officer (COO) and chief  
          financial officer (CFO) to the list of positions for which the  
          Teachers' Retirement Board has the authority to set the  
          compensation and terms and conditions of employment, and  
          prohibits the salary for the COO and CFO from exceeding 110% of  
          the maximum salary payable to a CalSTRS investment director.

           FISCAL EFFECT  

          Increased special fund costs to CalSTRS of approximately  
          $200,000, if the salaries are adjusted using the flexibility in  
          this bill.  The ceiling in the bill currently allows an annual  
          salary of $264,000.  The actual costs will depend on the  
          compensation packages developed by the Teachers' Retirement  
          Board.  

          Any increase in CalSTRS costs could create commensurate General  
          Fund pressure either directly through state support or  
          indirectly through state payments to school districts.

           COMMENTS  

           1)Rationale  .  According to the author, current law subjects the  
            COO and CFO to state civil service restrictions.  The author  
            argues this limitation constrains the California State  
            Teachers' Retirement System's (CalSTRS) ability to recruit  
            highly qualified candidates that possess the specialized  
            competencies required for financial management in a large  
            public pension fund.  The author notes that the type of  
            experience needed to manage the risks associated with a large  
            pension fund is likely to be found in an applicant from other  








                                                                  AB 125
                                                                  Page  2

            pension funds or private sector financial institutions, where  
            salaries exceed what CalSTRS can currently pay.

           2)CalSTRS  .  The sponsor of the bill, CalSTRS, states the bill  
            enhances their ability to plan for the succession of  
            vulnerable top level executive positions, particularly those  
            responsible for managing the increasingly complex financial  
            and operation components of the largest teacher pension fund  
            in the nation.  This bill also improves CalSTRS' ability to  
            attract and retain employees for key executive positions that  
            require specialized expertise, and allows the board to recruit  
            from broader sources.  

            CalSTRS contends the bill will result in savings because it  
            will improve their ability to avoid future financial and  
            operational risk due to the board's increased ability to  
            recruit and retain the most highly qualified employees.
           3)Previous legislation  .  

             a)   AB 1735 (Wieckowski) of 2012 was substantially similar  
               to this bill.  The bill was held in the Senate  
               Appropriations Committee.

             b)   269 (Soto), Chapter 856, Statutes of 2003, allowed the  
               CalPERS Board of Administration and the Teachers'  
               Retirement Board to set compensation and terms and  
               conditions of employment of certain key positions.  

             c)   AB 1317 (Mullin), Chapter 333, Statutes of 2007,  
               expanded the list of key positions to include the general  
               counsel.

           4)There is no registered opposition to this bill.   


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