BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  AB  
          1152
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                       Senator Roderick D. Wright, Chair
                           2009-2010 Regular Session
                                 Staff Analysis



          AB 1152  Author:  Anderson
          As Amended:  April 21, 2010
          Hearing Date:  April 27, 2010
          Consultant:  Chris Lindstrom

                                     SUBJECT  

           Horse racing: advance deposit wagering: jockey retirement  
                               plan: license fee.

                                   DESCRIPTION

           AB 1152, an urgency measure, strikes "outriders" from the  
          list "racing officials" for licensure purposes and places  
          them back amongst the list of "racing personnel."  Deletes  
          the vesting requirements of the jockeys' retirement program  
          for purposes of conforming with federal tax law.

          Specifically, the bill:

          1)Requires the licensure of outriders by the California  
            Horse Racing Board pursuant to the provisions of law  
            listing the persons who participate in, or have anything  
            to do with, the racing of horses must be licensed.

          2)Provides that the CHRB may adopt regulations to require  
            outrider license applicants to pass both a written and an  
            oral examination and to authorize outriders to exercise  
            the duties and powers as prescribed by the CHRB.

          3)Deletes the provisions requiring a jockey to have ridden  
            in a minimum of 1,250 parimutuel races conducted in  
            California in order to be vested in the jockeys'  
            retirement pension program.

          4)Exempts California harness racing meetings from  




          AB 1152 (Anderson) continued                             
          Page 2
          


            participating in the jockeys' retirement pension program.

          5)Takes effect immediately as an urgency measure.

                                   EXISTING LAW

           Article IV, Section 19(b) of the Constitution of the State  
          of California provides that the Legislature may provide for  
          the regulation of horse races and horse race meetings and  
          wagering on the results.

          Existing law authorizes parimutuel wagering on horse racing  
          at or disseminated by licensed racing associations and  
          fairs. Racing was legalized through constitutional  
          amendment in 1933. The California Horse Racing Board has  
          complete jurisdiction and supervision over all racing  
          activities in the State of California.

          Existing law authorizes and defines "advance deposit  
          wagering" as a form of parimutuel wagering in which a  
          person "establishes an account with a board-approved  
          betting system or wagering hub where the account owner  
          provides 'wagering instructions' authorizing the entity  
          holding the account to place wagers on the owner's behalf."

          Under current law, a percentage of ADW wagers is used to  
          establish and administer a defined contribution retirement  
          plan for California licensed jockeys who retired from  
          racing on or after January 1, 2009.  The revenue paid into  
          this fund shall not exceed $1 million annually.

          Existing law defines "racing official" as the starter,  
          outrider, timer, paddock judge, horseshoe inspector, horse  
          identifier, official veterinarian, racing veterinarian,  
          associate judge, placing judge, patrol judge, clerk of  
          scales, clerk of the course, and any other person acting as  
          an official at any horse racing meeting.

          Existing law provides that every steward and racing  
          official shall be licensed and subject to both written and  
          oral examinations.

          Existing law requires persons who participate in a horse  
          race without proper licensure are guilty of a misdemeanor. 

                                    BACKGROUND




          AB 1152 (Anderson) continued                             
          Page 3
          


           
           Purpose of the bill  .  According to the sponsor, "B & P Code  
          section 19604(i)(1), which was enacted as part of the  
          implementation of AB 765 (Evans), creates a retirement plan  
          for California licensed jockeys paid for by funds generated  
          by advanced deposit wagering.  That plan is required to be  
          a "defined contribution plan."  The section also contains a  
          vesting provision that provides that retirement is vested  
          when a jockey has ridden 1,250 mounts in California races.   
          The plan has been presented to the Internal Revenue Service  
          to insure that it is a "qualified plan" under the Internal  
          Revenue Code and the IRS has indicated that a defined  
          contribution plan cannot have a delayed vesting requirement  
          and remain a "qualified plan."  Therefore, to insure that  
          plan is consistent with federal law, the vesting provision  
          is being removed.  The effect would be that a jockey would  
          be vested from the first dollar contributed to his or her  
          retirement account, as is the case with all other defined  
          contribution plans.

          "Last year, the Legislature passed an omnibus Committee  
          bill, AB 1575, which defined "outriders" (the guys who ride  
          the horses that escort the racehorses to the gate) as  
          "racing officials."  This gave the CHRB the authority to  
          require the outriders to exercise greater responsibility in  
          the conduct of the race.  Unfortunately, the bill had an  
          unexpected effect on the collective bargaining contracts in  
          the industry.  These amendments (agreed to by the CHRB)  
          will allow the CHRB to give "outriders" greater  
          responsibility over the conduct of the race without calling  
          them "racing officials," which will accomplish the CHRB's  
          goals in AB 1575 without upsetting the collective  
          bargaining contracts."

           Background  .  This bill is intended to address two problems  
          in the Horse Racing Law that relate to jockeys retirement  
          plans and a specific classification of racetrack personnel,  
          respectively.

          Jockey retirement plans.  In 2007, the Legislature passed  
          AB 765 (Evans), Chapter 613, Statutes of 2007, which  
          extended the authorization for advanced deposit wagering  
          (ADW) in horse racing.  A portion of that bill directed  
          some of the proceeds to fund a "defined contribution"  
          retirement plan for California licensed jockeys.  At the  
          time, the bill included a vesting requirement of 1,250  




          AB 1152 (Anderson) continued                             
          Page 4
          


          races run in California.

          Upon implementing that legislation, the law firm hired by  
          the California Horse Racing Board has been informed by the  
          Internal Revenue Service (IRS) that the vesting requirement  
          is inconsistent with federal law.  A defined contribution  
          plan (e.g., IRA, 401K, etc.) cannot have a vesting  
          requirement.  It must vest with the first dollar  
          contributed, otherwise, it loses its tax-deferred status.

          AB 1152 corrects this problem by removing the vesting  
          provisions to ensure that the plan is consistent with  
          federal law and qualifies as a "defined contribution plan".

          Classification of racetrack personnel.  Additionally, in  
          2009, the Legislature passed AB 1575 (Governmental  
          Organization), Chapter 650, Statutes of 2009, which changed  
          the licensure classification for outriders from "barn  
          personnel" to "racing officials".  This change was intended  
          to recognize the significant amount of responsibility that  
          outriders exercise on-track, working in close  
          communications with the race steward, and thereby requiring  
          outriders to demonstrate a higher level of qualification.   
          Unfortunately, the bill had an unexpected effect of placing  
          outriders in a different collective bargaining unit.  

          The change proposed by AB 1152 corrects the problem without  
          undoing the intent of AB 1575 of last year.  The change  
          reclassifies outriders as "general racing personnel" who  
          must be licensed.  The bill also specifies that the CHRB  
          may administer written and oral examinations of outriders  
          to certify that they are qualified.  

                            PRIOR/RELATED LEGISLATION
           
           AB 1575 (Governmental Organization) Chapter 650, Statutes  
          of 2009  .  Requires "outriders" to be licensed as "racing  
          officials" rather than just as "barn personnel".

           SB 317 (Denham), Chapter 77, Statutes of 2007  .  Requires  
          applicants for license as an official veterinarian to pass  
          both a written and oral exam, and would establish  
          qualifications for persons to be admitted to the official  
          veterinarian exam. 

           AB 765 (Evans), Chapter 613, Statutes of 2007  .  Extended,  




          AB 1152 (Anderson) continued                             
          Page 5
          


          expanded and revised state authorization for ADW, and  
          established the jockeys' retirement pension program

           AB 471 (Hertzberg), Chapter 198, Statutes of 2001  .   
          Authorized ADW. 

           SUPPORT:   As of April 23, 2010:

          Jockeys' Guild
          California Exposition and State Fair

           OPPOSE:   None on file as of April 23, 2010.

           FISCAL COMMITTEE:   Senate Appropriations Committee



                                   **********