BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 871
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          SENATE THIRD READING
          SB 871 (Hollingsworth)
          As Amended  October 7, 2010
           2/3 vote.  Urgency 

           SENATE VOTE  :Vote not relevant  
           
           SUMMARY  :  This bill makes various changes to implement the 2010  
          Pension Reform provisions agreed to as part of the 2010-11  
          budget package.  Specifically,  this bill  :

          1)"Rolls back SB 400 pension benefits" by adopting pension  
            benefit levels that existed before SB 400 of 1999 for various  
            classifications of State employees.  These reduced benefit  
            levels would only apply to new state employees as of November  
            10, 2010, in bargaining units that did not currently have a  
            Memorandum of Understanding (MOU) with the State.  This change  
            will not apply to existing employees. The chart below details  
            how the benefit levels would change for various employee  
            classifications:

           ----------------------------------------------------------- 
          |Retirement         |Current Retirement |Proposed Formulas  |
          |Category           |Formulas           |                   |
          |-------------------+-------------------+-------------------|
          |Miscellaneous;     |2% at Age 55 (up   |2% at Age 60 (up   |
          |including CSU,     |to 2.5% at 63)     |to 2.418% at age   |
          |and Judicial       |                   |63                 |
          |-------------------+-------------------+-------------------|
          |Industrial         |2% at Age 55 (up   |2% at Age 60 (up   |
          |                   |to 2.5% at 63)     |to 2.418% at age   |
          |                   |                   |63                 |
          |-------------------+-------------------+-------------------|
          |State Safety       |2.5% at Age 55     |2% at Age 55       |
          |-------------------+-------------------+-------------------|
          |Peace Officer and  |3% at Age 50       |2.5% at Age 55     |
          |Firefighters in    |                   |                   |
          |CSU, Legislative   |                   |                   |
          |and Judicial       |                   |                   |
           ----------------------------------------------------------- 

          2)"End Pension Spiking" by imposing a three-year final  
            compensation formula to calculate retirement final  benefits  
            for all new State employees, as of November 10, 2010  that are  








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            members of a bargaining unit that are not currently subject to  
            an existing MOU with the State.  This change conforms to  
            agreements made in recent MOU's and will result in all new  
            state employees being subject to this calculation method.   
            Existing employees will maintain the one-year final  
            compensation formula for calculating retirement benefits.

          3)Urgency Clause.  Declares this bill take effect immediately as  
            an urgency statute.

           EXISTING LAW  :  SB 400 of 1999 established more generous  
          retirement formulas for state employees that were subsequently  
          adopted through collective bargaining agreements and other  
          actions by the Department of Personnel Administration. 
           
          FISCAL EFFECT  :  Unknown, but potentially very large savings to  
          CalPERS, which should reduce pressure to increase future state  
          contributions to that system.  

           COMMENTS  :  This bill would impact the following bargaining  
          units, which currently do not have an MOU with the State:  


          Bargaining Unit 1: Administrative, Financial and Support Staff  
          (SEIU)
          Bargaining Unit 2:  Attorney and Administrative Law Judges  
          (CASE)
          Bargaining Unit 3:  Professional Educators and Librarians (SEIU)
          Bargaining Unit 4: Office and Allied (SEIU)
          Bargaining Unit 6:  Corrections (CCPOA)
          Bargaining Unit 7:  Protective Service and Public Safety (CSLEA)
          Bargaining Unit 9:  Professional Engineers (PECG)
          Bargaining Unit 10:  Professional Scientific (CAPS)
          Bargaining Unit 11:  Engineering and Scientific Technician  
          (SEIU)
          Bargaining Unit 13:  Stationary Engineers (IUOE)
          Bargaining Unit 14:  Printing Trades
          Bargaining Unit 15:  Allied Services (SEIU)
          Bargaining Unit 17:  Registered Nurses (SEIU)
          Bargaining Unit 20:  Medical and Social Services (SEIU)
          Bargaining Unit 21: Education Consultants and Library (SEIU)

          The following bargaining units have an MOU in effect and have  
          already adopted pension changes consistent with this bill:








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          Bargaining Unit 5:  Highway Patrol (CAHP)
          Bargaining Unit 8:  Firefighter (CDF)
          Bargaining Unit 12: Craft and Maintenance (IUOE)
          Bargaining Unit 16:  Physician, Dentist and Podiatrist (UAPD)
          Bargaining Unit 18:  Psychiatric Technician (CAPT)
          Bargaining Unit 19:  Health and Social Services/Professional  
          (AFSCME)


           Analysis Prepared by    Christian Griffith / BUDGET / (916)  
          319-2099



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