BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AJR 45
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          Date of Hearing:   August 11, 2010

                     ASSEMBLY COMMITTEE ON LABOR AND EMPLOYMENT
                                Sandre Swanson, Chair
                    AJR 45 (Fong) - As Introduced:  June 29, 2010
           
          SUBJECT  :   Lifelong Learning Accounts.

           SUMMARY  :   Urges the federal government to create and fund  
          programs that encourage learning such as Lifelong Learning  
          Accounts (LiLAs), in California.  Specifically, this resolution  
          makes the following legislative statements:  

          1)California has a lower percentage of young adults, ages 25 to  
            34, who have completed high school or who have earned a  
            college degree than the national average.  Sixty-six percent  
            of California's working adults, ages 18 to 64, over 15 million  
            adults, are without an associate's degree, college degree or a  
            higher degree.

          2)Working-age adults in California are twenty-seven percent more  
            likely to participate in the workforce than those with only a  
            high school diploma.

          3)The lifetime earnings of Californians with a college education  
            are more than double those of Californians without this  
            education.  Persons with a college education also have fewer  
            health problems, are less likely to commit crimes, are more  
            likely to participate in civic activities, and are able to  
            create more resources for the state.

          4)The federal government encourages the citizens of the United  
            States to gain more education so as to enable the country to  
            compete more effectively in the global economy.

          5)All levels of government could encourage savings to pay for  
            higher education opportunities for working adults to allow  
            those adults to acquire new skills, raise their standard of  
            living, and prepare them to be part of the workforce in our  
            changing economy.

          6)LiLAs have been shown to be an effective method to encourage  
            employers and employees to set aside money to pay for tuition,  
            fees, supplies, materials and books necessary for further  
            education and training.








                                                                  AJR 45
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          7)The Legislature supports the creation of innovative programs  
            that encourage lifelong learning, including LiLAs that might  
            be available through funding from the federal government  
            because those programs will lead to a more skilled workforce  
            which will, in turn, help California maintain its role as an  
            economic leader in today's changing economy.

           COMMENTS  :  LiLAs are worker-owned, employer-matched portable  
          accounts that can be used throughout the workers' lifetime.   
          These accounts encourage employees to save for their own  
          education and training as well as encouraging them to save for  
          the future educational needs of their children. 

          According to the author, California is one of a handful of  
          states that has a pilot project to demonstrate the effectiveness  
          of LiLAs.  California's LiLA project is operated by San  
          Francisco Jewish Vocational Service in partnership with Council  
          for Adult and Experiential Learning (CAEL).  Currently, four  
          employers are sponsoring LiLAs for their workers, three of which  
          are in the health care sector and one in the public sector.   
          Participants have used their LiLAs for vocational training and  
          academic classes.  The career advising component assists older  
          workers in contemplating a career change or advancement with  
          their current employer.  The results have been positive and form  
          the basis for this resolution which would seek to replicate  
          these programs in other areas of the state and throughout the  
          nation. 

          In addition, policy leaders in Washington D.C. have recognized  
          the importance of LiLAs.  House Resolution 5715 (Larson) was  
          introduced on July 13, 2010 to create and fund LiLAs.  The  
          author states this resolution is a joint effort by the Senate  
          and the Assembly of the state of California to encourage the  
          federal government to establish Lifelong Learning Accounts to  
          help employees save for additional training and education.  The  
          state of California is sending a clear message to the federal  
          government: we want innovative policy capable of meeting  
          evolving workforce needs and contributing to the overall  
          prosperity of our nation.

          The author summarizes by stating, LiLAs are similar in concept  
          to 401(k) accounts, but the funds can be used for education and  
          training throughout one's lifetime.  The ultimate vision is that  
          LiLAs will become a standard offering in employee compensation  








                                                                  AJR 45
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          packages, putting money for education and training within reach  
          of every American worker.  The Lifelong Learning Accounts  
          program will give millions of Americans an opportunity to  
          develop the skills necessary to compete in an increasingly  
          knowledge-based economy.  Creating savings accounts to finance  
          education and training for career development will enable  
          millions of hard working men and women to advance their careers  
          and earnings.

          The Council for Adult and Experiential Learning (CAEL) states  
          this resolution grew out of a successful LiLA project in the Bay  
          Area, which was overseen by the Jewish Vocational Service (JVS).  
           Private sector employees working for healthcare providers as  
          well as a public sector participating agency, a local community  
          college in close partnership with their union were involved in  
          this project.  LiLAs allow these employees to set aside funds  
          for their educational needs.  The JVS project is one of several  
          demonstration projects funded by private foundations and state  
          or local governments that are taking place in Illinois, Maine,  
          Kansas, Missouri, New York and Washington.

          CAEL argues that this resolution helps put California in line  
          for funds that may be made available by the federal government  
          and other sources to assist in the development and  
          implementation of the program with the introduction of HR 5715  
          (Larson) which would, among other things, provide employer and  
          refundable employee tax credits for LiLA contributions.

           RELATED LEGISLATION  :

          AB 1320 (Fong) of 2009 would, beginning January 1, 2012, create  
          a Lifelong Learning Accounts Initiative Program for the purpose  
          of providing grants to employers and employees to be used to  
          establish individual lifelong learning accounts (LiLAs) for the  
          deposit  to be used by those employees and employers for the  
          purposes related to lifelong education and training. AB 1320  
          shall only be implemented if the Director of Finance makes a  
          written determination that there are sufficient funds from non  
          General Fund sources available for the purposes of the bill.   
          The bill is currently on the Senate Appropriations suspense  
          file.


           REGISTERED SUPPORT / OPPOSITION  :   









                                                                  AJR 45
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           Support 
           
          Council for Adult and Experiential Learning (CAEL)

           Opposition 
           
          None on file.
           
          Analysis Prepared by  :    Lorie Erickson / L. & E. / (916)  
          319-2091