BILL ANALYSIS                                                                                                                                                                                                    �






          SENATE PUBLIC EMPLOYMENT & RETIREMENT   BILL NO:  AB 2053
          Gloria Negrete McLeod, Chair Hearing date:  June 11, 2012
          AB 2053 (Allen)    as introduced  2/23/12    FISCAL:  YES

           BAY AREA RAPID TRANSIT DISTRICT:  RETIREE HEALTH CARE VESTING
           

           HISTORY  :

              Sponsor:  California Conference Board of the Amalgamated 
          Transit Union

              Other legislation:  SB 1294 (Berryhill) 2012
                          Currently in Assembly PER&SS Committee
                        AB 2510 (Fletcher),
                          Chapter 600, Statutes of 2010
                        
           ASSEMBLY VOTES  :

              PER & SS             6-0  4/26/12
              Appropriations       17-0 5/09/12
              Assembly Floor       75-0 5/17/12
           
          SUMMARY :

          Authorizes the San Francisco Bay Area Rapid Transit District 
          (BART) to make contributions for postretirement health 
          benefits through the Public Employees' Medical and Hospital 
          Care Act (PEMHCA) subject to a vesting requirement, as 
          specified, which is different than that allowed under current 
          law for CalPERS contracting agencies.  Any new vesting 
          schedule under this bill would be negotiated with employee 
          representatives.  Furthermore, no schedule would be valid if 
          it provides a benefit to employees with less than 10 years of 
          service.  Nor would it be valid if it fails to provide a 100 
          percent contribution to employees with 15 or more years of 
          service.

           BACKGROUND AND ANALYSIS  :
          
           1)Current law  :  
           
             a)   permits CalPERS contracting agencies to provide 
          Glenn A. Miles
          Date:  6/01/12                                         Page 1 










               health insurance coverage to their employees and 
               annuitants under PEMHCA.

             b)   requires contracting agencies who desire to 
               participate in PEMHCA to authorize their participation 
               by resolution of their governing boards.  The resolution 
               must also set forth the employer contribution for the 
               PEMHCA health benefits.

             c)   requires contracting agencies to cover their retirees 
               under the same terms and conditions as their active 
               employees, as specified.

             d)   establishes vesting schedules that set forth the 
               employer contribution available to the employee for 
               postretirement health benefits based on the employee's 
               years of service.

             e)   provides postretirement health benefits, depending on 
               the type of PEMHCA contract, to employees who retire 
               from service from the local public employer with whom 
               they have five or more years of service.

           1)This bill  :

             a)   allows BART to make contributions for postretirement 
               health benefits for its board of directors, its 
               unrepresented employees, and for any unit of employees 
               whose terms and conditions of employment are determined 
               through collective bargaining, subject to three 
               conditions:

                i.     Contributions will be based on credited years of 
                 service with BART;
                ii.    For represented employees, contributions will be 
                 set through collective bargaining agreements;
                iii.   For unrepresented employees, contributions will 
                 be in accordance with the same eligibility criteria 
                 and schedule provided for in the agreement applicable 
                 to represented employees.

             b)   invalidates any postretirement healthcare employer 
               contribution agreement that:
          Glenn A. Miles
          Date:  6/01/12                                         Page 2 











                iv.    Provides an employer contribution to employees 
                 with less than 10 years of service with BART;
                v.     Fails to provide a full employer contribution 
                 for employees with 15 or more years of service with 
                 BART;
                vi.    Clarifies that the employer may provide partial 
                 or full coverage without regard to years of service in 
                 cases of disability retirement.

             c)   specifies that these provisions apply:

                vii.   To BART employees first hired on or after July 
                 1, 2013, or on the date specified in the bargaining 
                 agreement;
                viii.  To represented employees only if the agreement 
                 is incorporated into a memorandum of understanding;
                ix.    To no one who retires prior to the effective 
                 date of the applicable memorandum of understanding.

           COMMENTS  :

           1)Arguments in Support  

            According to the sponsor, this bill "would save the San 
            Francisco Bay Area Rapid Transit District (BART) millions 
            of dollars in retiree health care costs by extending the 
            time employees would be required to work in order to 
            qualify for retiree health benefits from CalPERS."  The new 
            vesting schedule would require new employees to "serve 10 
            years to qualify for a reduced retiree medical benefit, and 
            15 years to qualify for full retiree medical benefits.  
            This would enable BART and its unions to incorporate the 
            new eligibility schedule into their collective bargaining 
            agreements."

            According to the California Labor Federation, this bill 
            will reduce BART's retiree health care costs by enabling 
            BART and its unions to incorporate a new eligibility 
            schedule into their collective bargaining agreements.

            In addition, the sponsor has provided the committee with a 
            copy of the agreement, reached in 2009, to increase the 
          Glenn A. Miles
          Date:  6/01/12                                         Page 3 










            retiree health vesting schedule to the 15-year vesting 
            addressed in the bill and to seek legislation necessary to 
            implement the change.  The agreement, incorporated into the 
            current memorandum of understanding, which expires on June 
            30, 2013, states the intent to implement the new vesting 
            schedule in fiscal year 2012 or 2013.

           2)Information from BART  

            BART has not taken a position on AB 2053.  In a letter to 
            the author, BART notes that 
            its current collective bargaining agreement (CBA) with its 
            represented employees does not expire until June 30, 2013, 
            and that it considers this bill to be a placeholder in 
            nature subject to a new CBA currently under negotiation.

           3)SUPPORT  :

            California Conference of the Amalgamated Transit Union, 
            Sponsor
            California Labor Federation (CLF)

           4)OPPOSITION  :

            None to date




                                      #####
          










          Glenn A. Miles
          Date:  6/01/12                                         Page 4