BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1649
                                                                  Page  1

          Date of Hearing:   April 26, 2012

            ASSEMBLY COMMITTEE ON PUBLIC EMPLOYEES, RETIREMENT AND SOCIAL 
                                      SECURITY
                              Warren T. Furutani, Chair
                    AB 1649 (Smyth) - As Amended:  March 29, 2012
           
          SUBJECT  :   Public employees' retirement: felony forfeiture.

           SUMMARY  :   Requires a public employee who is convicted of any 
          violent felony, serious felony, or a sex offense arising out of 
          his or her official duties to forfeit retirement benefits 
          attributable to service performed on and after the earliest date 
          of the commission of the felony.  Specifically,  this bill  :  

          1)Applies these provisions to all public employers and employees 
            who are members of a public retirement system, regardless of 
            the date hired.

          2)Requires a public employee who is convicted of any violent 
            felony, serious felony, or a sex offense for conduct arising 
            out of, or in the performance of, his or her official duties 
            to forfeit retirement benefits attributable to service from 
            the earliest date of commission of the felony to the date of 
            conviction.

          3)Requires any contributions to the public retirement system 
            made by the employee on or after the earliest date of 
            commission of the felony to be returned, without interest, to 
            the employee unless otherwise ordered by the court or 
            determined by the pension administrator.

          4)Requires both the employer and the employee to notify the 
            public retirement system within 60 days of the conviction by 
            the trial court, as specified.

          5)Authorizes the public retirement system to assess an employer 
            a reasonable amount to cover the cost of audit, adjustment, or 
            correction if it is determined that the employer failed to 
            notify the public retirement system within 60 days of the 
            felony conviction.

          6)Allows an employee whose conviction is reversed to recover the 
            forfeited retirement benefits upon redeposit of the 
            contributions received as a result of the initial conviction.








                                                                  AB 1649
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           EXISTING LAW  :

          1)Requires a public officer who takes public office or is 
            re-elected after January 1, 2006, and is convicted of a felony 
            involving a bribe, embezzlement, extortion or theft of public 
            money, perjury, or conspiracy to commit any of these crimes, 
            to forfeit all rights and benefits under any public retirement 
            system earned during the period in which he or she was in 
            elective office, unless the governing body of the public 
            officer's employer authorize the benefits.

          2)Provides that any employee contributions made by the elected 
            public officer during his or her term of office shall be 
            returned without interest.

          3)Requires the public officer's employer to notify the 
            retirement system of the officer's conviction, as specified. 
            Applies to any person appointed to service for the period of 
            an elected public officers' unexpired term of office.

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   According to the author, "Current law requires 
          elected officials to forfeit their pension should they be 
          convicted of corruption type charges.  However, current law does 
          not require forfeiture of retirement benefits from public school 
          employees who commit violent, serious or Megan's Law felonies 
          while doing their job.  The unspeakable acts perpetrated against 
          children in LAUSD demonstrate the need to expand this forfeiture 
          requirement to public school teachers, in addition to elected 
          officials.  When a teacher is hired, he or she signs a contract 
          agreeing to uphold the standards required by their position.  A 
          violent, serious, or Megan's law felony conviction, in 
          connection to one's role and job duties as teacher, expressly 
          violates the standards set forth by their employment contract.  
          As such, the public should no longer be held financially liable 
          for the retirement benefits awarded by the violated contract. 

          "In addition, the public should not be held dually responsible 
          for the incarceration and the retirement benefits of the teacher 
          convicted of a serious, violent, or Megan's Law felony.  During 
          incarceration, healthcare and basic needs are provided at the 
          expense of Californians, and it is unjust that the public is 
          simultaneously required to pay the public retirement benefits. 








                                                                  AB 1649
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          "This bill removes the state's liability for retirement benefits 
          awarded from the point of commission of the first felony offense 
          for which the public school employee is convicted.  The employee 
          will retain the funds they contributed to their public 
          retirement account."

          In 2011, the Legislature established the Conference Committee on 
          Public Employee Pensions under the provisions of AB 340 
          (Furutani) and SB 827 (Simitian).  The Conference Committee is 
          tasked with crafting "?responsible, comprehensive legislation to 
          reform state and local pension systems in a manner that reflects 
          both the legitimate needs of public employees and the fiscal 
          circumstances of state and local governments."  Since that time, 
          the Conference Committee has met five times and anticipates 
          releasing its report in the next several months.  The 
          Legislature will then have the opportunity to vote on the 
          Conference Committee report in both houses.

          The subject matter of this bill is under the purview of the 
          Conference Committee.  It is, therefore, the recommendation of 
          this Committee that this bill be referred to interim study.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file

           Opposition 
           
          California Association of Professional Scientists
          Professional Engineers in California Government
           
          Analysis Prepared by  :    Karon Green / P.E., R. & S.S. / (916) 
          319-3957