BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                   AB 232|
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                                 THIRD READING


          Bill No:  AB 232
          Author:   Hill (D) & Fletcher (R), et al
          Amended:  4/16/09 in Assembly
          Vote:     21

           
           SENATE PUBLIC EMP. & RET. COMMITTEE  :  7-0, 6/8/09
          AYES:  Correa, Ashburn, Benoit, Ducheny, Liu, Padilla,  
            Wiggins

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           ASSEMBLY FLOOR  :  79-0, 5/4/09 - See last page for vote


           SUBJECT  :    Teachers retirement

           SOURCE  :     California Teachers Retirement Board


           DIGEST  :    This bill allows the California State Teachers  
          Retirement System to (1) prescribe the form of accepting  
          electronically signed applications and documents, and (2)  
          not mail a copy of benefit payment information when  
          payments are made by electronic funds transfer, unless  
          there is a change in the net amount paid.

           ANALYSIS  :    

          Existing California State Teachers' Retirement System  
          (STRS) law:

          1.Requires that, when STRS makes a payment to a benefit  
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            recipient using direct deposit, a copy of the payment  
            information must be mailed to the recipients, unless the  
            recipient informs STRS that they do not want to receive  
            the payment information.

          2.Does not currently allow electronic signatures on any of  
            STRS's forms.

          This bill:

          1.Authorizes to develop and implement a process for  
            accepting electronic signatures from members, while  
            maintaining the same level of security as required by  
            existing STRS law.

          2.Allows STRS to discontinue mailing payment information  
            for direct deposit payments, as specified.

          3.Requires STRS to make the payment information available  
            to members electronically.

          4.Requires STRS to mail payment information when there is  
            an adjustment in the allowance or a change in any amount  
            deducted from the allowance.

          5.Requires STRS to notify the member that they have the  
            right to request, in writing, that a paper copy of this  
            information be mailed monthly.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

          According to the Assembly Appropriations Committee  
          analysis, "Administrative savings of about $1 million to  
          CalSTRS, including:  $300,000 savings from the provision  
          allowing acceptance of electronic signatures, and $700,000  
          from the provision allowing CalSTRS to no longer mail  
          copies of benefit payment information to individuals  
          electing direct deposit."

           SUPPORT  :   (Verified  6/22/09)

          California State Teachers' Retirement System Board (source)
          California Teachers Association







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           ARGUMENTS IN SUPPORT  :    According to the sponsor,  
          "Currently, CalSTRS uses technology to provide efficient  
          member service, but its ability to do so is limited by  
          current law,  Under existing law, CalSTRS may send payments  
          to retired members, disabled members or other beneficiaries  
          through direct deposit.  However, CalSTRS still sends a  
          written copy of the payment information to the benefit  
          recipients, unless those recipients notify CalSTRS that  
          they do not want to receive the payment information.  Also,  
          CalSTRS uses its Website to allow members to access their  
          account information.  However, if members want to submit  
          signed forms, they have to print them off the website or  
          have CalSTRS mail them a copy and then they return the  
          signed forms by mail."


           ASSEMBLY FLOOR  : 
          AYES:  Adams, Ammiano, Anderson, Arambula, Beall, Bill  
            Berryhill, Tom Berryhill, Blakeslee, Block, Blumenfield,  
            Brownley, Buchanan, Caballero, Charles Calderon, Carter,  
            Chesbro, Conway, Cook, Coto, Davis, De La Torre, De Leon,  
            DeVore, Duvall, Emmerson, Eng, Evans, Feuer, Fletcher,  
            Fong, Fuentes, Fuller, Furutani, Gaines, Galgiani,  
            Garrick, Gilmore, Hagman, Hall, Harkey, Hayashi,  
            Hernandez, Hill, Huber, Jeffries, Jones, Knight,  
            Krekorian, Lieu, Logue, Bonnie Lowenthal, Ma, Mendoza,  
            Miller, Monning, Nava, Nestande, Niello, Nielsen, John A.  
            Perez, V. Manuel Perez, Portantino, Price, Ruskin, Salas,  
            Saldana, Silva, Skinner, Smyth, Solorio, Audra  
            Strickland, Swanson, Torlakson, Torres, Torrico, Tran,  
            Villines, Yamada, Bass
          NO VOTE RECORDED:  Huffman


          DLW:cm  6/30/09   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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