BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1320
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          ASSEMBLY THIRD READING
          AB 1320 (Fong)
          As Amended  June 1, 2009
          Majority vote 

           LABOR AND EMPLOYMENT      6-1   APPROPRIATIONS      12-5        
           
           ------------------------------------------------------------------ 
          |Ayes:|Monning, Bill Berryhill,  |Ayes:|De Leon, Ammiano, Charles  |
          |     |Eng, Furutani, Ma,        |     |Calderon, Davis, Fuentes,  |
          |     |Portantino                |     |Hall, John A. Perez,       |
          |     |                          |     |Price, Skinner, Solorio,   |
          |     |                          |     |Torlakson, Krekorian       |
          |     |                          |     |                           |
          |-----+--------------------------+-----+---------------------------|
          |Nays:|Gaines                    |Nays:|Nielsen, Duvall, Harkey,   |
          |     |                          |     |Miller,                    |
          |     |                          |     |Audra Strickland           |
           ------------------------------------------------------------------ 
           
          SUMMARY  :  Establishes the Lifelong Learning Accounts Pilot  
          Program (Program) for the purpose of providing grants to  
          employers and employees to be used to establish individual  
          lifelong learning accounts for the deposit of funds to be used  
          by the employees and employers for lifelong training and  
          education.  Specifically,  this bill  :  

          1)Establishes the Program for the purpose of providing grants to  
            employers and employees for purposes related to lifelong  
            education and training by January 1, 2012.

          2)Requires the California Workforce Investment Board (Board) to  
            establish a grant program to provide grants to employers and  
            employers, thereby encouraging them to save for lifelong  
            education and training, as specified.

          3)States that the Board may contract with an individual,  
            nonprofit organization or other business to administer and  
            implement the grant program.

          4)Specifies the Board shall make education, career advising and  
            other support services available to employees under the  
            Program and shall provide technical assistance to employers to  
            help implement the grant program.  The Board may use grant  








                                                                  AB 1320
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            funds to offset the costs of support services, technical  
            assistance and program administration.

          5)Establishes within the State Treasury, a Lifelong Learning  
            Program Fund to receive contributions in the form of matching  
            grant funds from individuals, foundations, nonprofit  
            organizations, businesses and the federal government to be  
            used for the program.

          6)Requires the Board to prepare and submit a report to specified  
            Legislative committees at least 20 days prior to the date the  
            Legislature reconvenes in 2012.

          7)Requires the Board, after consultation with the Treasurer and  
            Scholarshare Investment Board, to adopt rules and regulations  
            necessary to ensure the implementation and administration of  
            the Program.

          8)States that the Program shall only be implemented if the  
            Director of Finance determines in writing that there are  
            sufficient funds available from sources other than the General  
            Fund for the Program.
           EXISTING FEDERAL LAW  : 

          1)Establishes the federal Workforce Investment Act of 1998,  
            which provides for workforce investment activities that states  
            may participate in.

          2)Amends the Internal Revenue Code of 1986 to establish LiLA  
            accounts providing tax incentives to employees and employers  
            that participate in the accounts.
           
          EXISTING STATE LAW  establishes the California Workforce  
          Investment Act, requiring the Board to assist the Governor in  
          performing specified duties relating to the development,  
          implementation, and promotion of various workforce development  
          activities, job training, and employment investment and work  
          incentive programs, as specified.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, unknown but potentially significant costs - from  
          either private, federal or state non-GF sources - to establish  
          grant program.









                                                                  AB 1320
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           COMMENTS  :  According to the author's office background  
          information this bill establishes a pilot project that would  
          establish Lifelong Learning Accounts (LiLA's) to help employees  
          save for additional training and education.  The funds would be  
          employer matched and eligible for third party contributions.   
          Eligible expenses would include tuition, fees, books, and  
          supplies.  Educational and career advising services would be  
          made available to the participants.  The accounts would be held  
          under the state Treasurers Office and the Scholarshare program  
          in an effort to encourage employees to save for their own  
          training and to encourage them to save for the future  
          educational needs of their children.

          California has a lower rate of those completing high school  
          (80.2%) than the national average (85.9%) and even lower than  
          other educated countries (93.5%).  Approximately, 15.2 million  
          or 66% of California's working age adults do not have an  
          Associate's degree or higher, 4.3 million have not completed  
          high school, and 2.6 million speak little or no English.  While  
          the percentage of college graduates was on the rise for several  
          decades, the trend has started to slow at a time when a higher  
          skill set is being required for many jobs.

          Many low-income workers are being left behind as tuition costs  
          increase and there are limited resources available to help with  
          these costs.  The LiLA is an innovative way to address this  
          problem.

          Over the past five years there have been a variety of  
          demonstration projects in California, Iowa, Illinois, Kansas,  
          Missouri, Maine, and Washington.

          The California LiLA project is operated by San Francisco Jewish  
          Vocational Service in partnership with the Council for Adult and  
          Experiential Learning (CAEL).  Four employers are sponsoring  
          LiLAs for their workers, three of which are in the health care  
          sector and in the public sector.  Participants have used their  
          LiLAs for a range of training from intensive language skills for  
          health personnel to nursing school.  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 bill which would seek  
          to replicate these pilots in other areas of the state.









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          This bill differs from others that might be available in that it  
          will cover a broader array of costs, and requires the employee  
          and employer to participate in the savings account.  The  
          services provided include the crucial component of advising  
          employees of their choices so that employees can make informed  
          decisions about possible career paths.  Further, the tie to  
          Scholarshare would provide a safe place for the funds to grow so  
          they could be used for upgrading skills for the workforce.
           

          Analysis Prepared by  :    Lorie Erickson / L. & E. / (916)  
          319-2091 


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