BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 151
                                                                  Page  1

          Date of Hearing:   May 9, 2011

            ASSEMBLY COMMITTEE ON PUBLIC EMPLOYEES, RETIREMENT AND SOCIAL 
                                      SECURITY
                              Warren T. Furutani, Chair
                    SB 151 (Correa) - As Amended:  April 14, 2011

           SENATE VOTE  :  27-13 
           
          SUBJECT  :   State employees: memoranda of understanding.

           SUMMARY  :   Provides legislative ratification for the memoranda 
          of understanding (MOU) agreed to by the state and the following 
          state bargaining units (BUs):

          1)BU 2 (Attorneys and Hearing Officers), represented exclusively 
            by the California Attorneys, Administrative Law Judges, and 
            Hearing Officers in State Employment (CASE);

          2)BU 6 (Corrections), represented exclusively by the California 
            Correctional Peace Officers Association (CCPOA);

          3)BU 7 (Protective Services and Public Safety), represented 
            exclusively by the California Statewide Law Enforcement 
            Association;

          BU 9 (Professional Engineers), represented exclusively by the 
            Professional Engineers in California Government;

          4)BU 10 (Professional Scientific), represented exclusively by 
            the California Association of Professional Scientists and 13 
            (Stationary Engineers); and,

          5)BU 13 (Stationary Engineers), represented exclusively by the 
            International Union of Operating Engineers (IUOE).

          In addition, this bill ratifies 13 addenda to MOUs ratified in 
          2010 in order to make provisions of those MOUs consistent with 
          the agreements reached in the six MOUs ratified in this bill.  

           EXISTING LAW  :

          1)Establishes the Ralph C. Dills Act, which requires the state 
            to collectively bargain with official representatives of 
            employee groups (i.e., bargaining units) regarding wages and 








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            working conditions, and to define negotiated agreements in 
            MOUs.

          2)Establishes the Department of Personnel Administration (DPA) 
            as the official representative of the Governor in all matters 
            related to collective bargaining.

          3)Requires that any MOU between the state and an official 
            representative must be ratified by the Legislature.

          4)Requires that an addendum to a ratified MOU must be submitted 
            to the Joint Legislative Budget Committee (JLBC) for analysis, 
            and, if so required by the JLBC, must also be approved by the 
            Legislature.

          5)Establishes the Public Employees Retirement Law, which 
            provides health and retirement benefits for state employees.

          6)Specifies that if the provisions of certain statutes are in 
            conflict with an MOU, the terms of the MOU will be prevailing 
            in those cases.

          7)Specifies that if a state MOU expires, the provisions of the 
            MOU continue in effect until a new MOU is ratified, as long as 
            the parties continue to bargain in good faith.

          8)Requires the Legislative Analyst's Office (LAO) to analyze all 
            state MOUs and to provide analyses of the MOUs and their 
            fiscal impact to the Legislature within 10 days of receipt of 
            the MOUs from the DPA.

          9)Creates the State Peace Officers' and Firefighters' Defined 
            Contribution Plan (PO/FF II), a defined contribution plan 
            exclusively for correctional peace officers. Since 1998, the 
            state has contributed 2% of correctional officer pay to this 
            plan for all officers in the plan.

           FISCAL EFFECT  :   

          1)According to DPA the savings (in millions) created by the MOUs 
            are as follows:


             -------------------------------------------------------------- 
            |  BU  |       FY 2010/2011       | Total Savings over Life of |








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            |      |                          |          Contract          |
            |------+--------------------------+----------------------------|
            |  2   |$34.4 (GF=$9.4; OF=$25.0) | $29.5 (GF=$8.7; OF=$20.8)  |
            |------+--------------------------+----------------------------|
            |  6   |    $291.2 (GF=$290.9;    |$233.2 (GF=$233.0; OF=$.24) |
            |      |         OF=$.29)         |                            |
            |------+--------------------------+----------------------------|
            |  7   |$37.8 (GF=$11.2; OF=26.4) | $24.5 (GF=$7.8; OF=$16.6)  |
            |------+--------------------------+----------------------------|
            |  9   | $134 (GF=$3.10; OF=$131  |  $231 (GF=$5.3; OF=$226)   |
            |------+--------------------------+----------------------------|
            |  10  |$22.9 (GF=$3.2; OF=$19.6) | $38.2 (GF=$5.4; OF=$32.7)  |
            |------+--------------------------+----------------------------|
            |  13  | $7.5 (GF=$5.1; OF=$2.3)  |  $6.7 (GF=$4.4; OF=$2.2)   |
            |------+--------------------------+----------------------------|
            |Total |          $527.8          |$563.1                      |
             -------------------------------------------------------------- 

               Costs related to the addenda for the personal professional 
               days are minimal and absorbable by the departments 
               according to DPA.

          2)The LAO analyses show an erosion of savings based on the 
            current year fiscal budget, which includes a full year of 
            furlough for employees in these bargaining units (i.e., 3 days 
            per month/approximately 15% salary reduction).  The agreements 
            result in the furlough program ending as of March 31, thus 
            resulting in a reduction in the anticipated savings for the 
            final three months of the fiscal year.

          DPA does not include the savings erosion due to ending the 
            furlough program in its cost analyses.

           COMMENTS  :   The following information regarding this bill was 
          provided by DPA:

          1)Provides legislative ratification for the MOUs agreed to 
            between the state and state BUs 2 (CASE), 6 (CCPOA), 7 
            (CSLEA), 9 (PECG), 10 (CAPS), and 13 (IUOE).

          2)Increases the normal employee contribution rate to fund 
            retirement benefits, effective on the first day of the pay 
            period following legislative ratification, as follows:

             -------------------------------------------------------------- 








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            |Retirement Classification         |Current      |New          |
            |                                  |Contribution |Contribution |
            |                                  |Rate         |Rate         |
            |                                  |             |(SB 151)     |
            |----------------------------------+-------------+-------------|
            |BU 2: Miscellaneous & Industrial  |6%           |9%           |
            |w/Social Security                 |             |             |
            |----------------------------------+-------------+-------------|
            |BU 2: Miscellaneous & Industrial  |7%           |10%          |
            |wo/Social Security                |             |             |
            |----------------------------------+-------------+-------------|
            |BU 2: Safety                      |7%           |10%          |
            |----------------------------------+-------------+-------------|
            |BUs 6, 7, 9, 10: Miscellaneous &  |5%           |8%           |
            |Industrial w/Social Security      |             |             |
            |----------------------------------+-------------+-------------|
            |BUs 6, 7, 9, 10: Miscellaneous &  |6%           |9%           |
            |Industrial wo/Social Security     |             |             |
            |----------------------------------+-------------+-------------|
            |BUs 7, 9, 10: Safety              |6%           |9%           |
            |----------------------------------+-------------+-------------|
            |BU 6: Peace Officers              |8%           |11%          |
            |----------------------------------+-------------+-------------|
            |BU 7: Peace Officers              |8%           |10%          |
            |----------------------------------+-------------+-------------|
            |BU 13: Miscellaneous & Industrial |5%           |10%          |
            |w/Social Security                 |             |             |
            |----------------------------------+-------------+-------------|
            |BU 13: Miscellaneous & Industrial |6%           |11%          |
            |wo/Social Security                |             |             |
            |----------------------------------+-------------+-------------|
            |BU 13: Safety                     |6%           |11%          |
            |                                  |             |             |
             -------------------------------------------------------------- 


          3)Requires that compensation for employees covered by these 
            agreements shall be continuously appropriated in the event of 
            a late budget for fiscal years 2012/2013 and 2013/2014.

          4)Makes three technical clarifications to previous legislation 
            enacted in 2010 as follows:

             a)   AB 1625 (Perez), Chapter 728, Statutes of 2010: Reduces 
               by 1% the contribution rate for excluded and exempt 








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               employees connected to BU 2.  DPA states that the current 
               rates in statute are incorrect with regard to these 
               employees, who have always paid the lower amount, as 
               corrected by this bill.

             b)   SB 846 (Correa), Chapter 162, Statutes of 2010:  This 
               bill ratified the 2010 MOU agreement between the state and 
               BU 5 (Highway Patrol), which allows the member 
               contribution, for a limited time as specified, to be 
               redirected to the members' retirement contribution.  The 
               amendment included in this bill will allow DPA to apply 
               that provision to excluded and exempt patrol members of 
               CalPERS as well.

             c)   Changes a section number for a continuous appropriation 
               section added in 2010 so that it is consistent with other 
               such sections.

          5)Ratifies other terms and conditions of the MOUs, including 
            changes to the previous contracts, which are summarized as 
            follows:

             --------------------------------------------------------------- 
            |Contract Provision  |BU   |Amount/Time Frame/Other Information |
            |--------------------+-----+------------------------------------|
            |Increase to Maximum |All  |BU 2: Misc/Sfty: 4%                 |
            |Salary Step (linked |     |BU 6: Misc/Ind: 3%                  |
            |to amount of        |     |BU 6: PO: 4%                        |
            |increased member    |     |BU 7: Misc/Ind/Sfty: 3%             |
            |contributions and   |     |BU 7: PO: 2%                        |
            |other concessions); |     |BU 9 & 10: 3%                       |
            |Effective 7/1/13    |     |BU 13: Misc/Sfty: 5%                |
            |--------------------+-----+------------------------------------|
            |Personal Leave      |All  |Effective for 12 months. Days have  |
            |Program (PLP):      |     |no cash value. BUs 2, 10, 13:       |
            |Approximately 5%    |     |Employees at State Compensation     |
            |pay reduction in    |     |Insurance Fund exempt from PLP.     |
            |exchange for 1 day  |     |BU 10: Employees may choose to have |
            |of leave per month. |     |proportional pay reduction in       |
            |                    |     |exchange for 2 or 3 PLP days per    |
            |                    |     |month over successive months until  |
            |                    |     |12 PLP days are taken.              |
            |--------------------+-----+------------------------------------|
            |Personal/Professiona|All  |BU 2: 2 days                        |
            |l Days: To be used  |     |BUs 7, 9, 10, 13: 2 days            |








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            |for personal or     |     |BU 6: 4 days in 2012 and 2 days in  |
            |professional        |     |2013                                |
            |development. No     |     |                                    |
            |cash value and must |     |                                    |
            |be used in a fiscal |     |                                    |
            |year (BU 6 must use |     |                                    |
            |the days in a       |     |                                    |
            |calendar year).     |     |                                    |
            |--------------------+-----+------------------------------------|
            |Other Leave         |BU 2 |1.73 hours/month through 6/2013     |
            |                    |     |(may be saved and cashed out)       |
            |--------------------+-----+------------------------------------|
            |Health Benefits:    |All  |BUs 2, 7, 10, 13: 80/80 Formula     |
            |80/80 Formula:      |     |1/1/12 & 1/1/13                     |
            |$482/Employee only  |     |                                    |
            |$946/Employee and 1 |     |BU 9: 85/80 Formula 1/1/12 & 1/1/13 |
            |dependent           |     |                                    |
            |$1,241/Employee and |     |BU 6: Partial increase upon         |
            |2 or more           |     |ratification with full increase to  |
            |dependents          |     |80/80 Formula paid 1/1/12 and       |
            |                    |     |1/1/13                              |
            |85/80 Formula:      |     |                                    |
            |$460Employee only   |     |(Note: BUs 9 and 10 have the 80/80  |
            |$893/Employee and 1 |     |Formula provided in statute which   |
            |dependent           |     |can be modified via MOU)            |
            |$1,156/Employee and |     |                                    |
            |2 or more           |     |                                    |
            |dependents          |     |                                    |
            |--------------------+-----+------------------------------------|
            |Length of Contract  |All  |BUs 2, 7, 9, 10, 13: 4/1/2011 to    |
            |                    |     |7/1/2013                            |
            |                    |     |BU 6: 4/1/2011 to 7/2/2013          |
            |--------------------+-----+------------------------------------|
            |Furlough Protection |All  |No furloughs during the 12 months   |
            |                    |     |that the Personal Leave Program is  |
            |                    |     |in effect.                          |
            |--------------------+-----+------------------------------------|
            |Number of Employees |     |BU 2: 3,300                         |
            |Covered (in         |     |BU 6: 28,124                        |
            |full-time           |     |BU 7: 6,185                         |
            |equivalents)        |     |BU 9: 10,112                        |
            |                    |     |BU 10: 2,440                        |
            |                    |     |BU 13: 912                          |
            |--------------------+-----+------------------------------------|
            |Other Provisions    |All  |Acknowledge legislation reducing    |








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            |                    |     |retirement formulas for employees   |
            |                    |     |hired after 1/15/2011, 3-year final |
            |                    |     |compensation if applicable, and     |
            |                    |     |elimination of 2 state holidays.    |
            |                    |     |SBX3 8, Ducheny, Chapter 4,         |
            |                    |     |Statutes of 2009-10, Third          |
            |                    |     |Extraordinary Session; SBX6 22,     |
            |                    |     |Hollingsworth, Chapter 3, Statutes  |
            |                    |     |of 2009-10, Sixth Extraordinary     |
            |                    |     |Session)                            |
            |--------------------+-----+------------------------------------|
            |Other Provisions    |BU 6 |Terminates employer contribution of |
            |                    |     |2% of pay to PO/FF II. Employees    |
            |                    |     |will fund union release time bank   |
            |                    |     |by contributing 1 hour per year.    |
            |                    |     |Acknowledges legislation            |
            |                    |     |prohibiting leave from being        |
            |                    |     |counted as time worked for the      |
            |                    |     |purpose of calculating overtime.    |
            |                    |     |Employees who work on holidays earn |
            |                    |     |2 times normal hourly rate.         |
            |                    |     |$200 month differential for working |
            |                    |     |at Pelican Bay State Prison, High   |
            |                    |     |Desert State Prison, or California  |
            |                    |     |Correctional Center.                |
            |--------------------+-----+------------------------------------|
            |Other Provisions    |BU 7 |Employees will fund union release   |
            |                    |     |time bank by contributing 1.5 hours |
            |                    |     |per year.                           |
            |                    |     |Time and a half plus holiday credit |
            |                    |     |for working on specified holidays.  |
            |                    |     |Employees in state-owned housing    |
            |                    |     |will pay fair market value.         |
            |--------------------+-----+------------------------------------|
            |Other Provisions    |BUs  |Time and a half for working on      |
            |                    |9,   |specified holidays.                 |
            |                    |10   |Salary survey for informational     |
            |                    |     |purposes.                           |
            |                    |     |Joint Labor/Management Committee to |
            |                    |     |assist with HR Mondernization       |
            |                    |     |                                    |
             --------------------------------------------------------------- 


          6)Provides legislative ratification for addenda to MOUs ratified 








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            in 2010 between the State and state BUs 12 (Craft and 
            Maintenance), 16 (Physicians, Dentists and Podiatrists), 18 
            (Psychiatric Technicians), and 19 (Health and Social 
            Services/Professional).

          Specifically, these addenda provide 2 personal/professional days 
            for employees in these units, consistent with the 2 days 
            provided to SEIU in its 2010 contract and the contracts 
            covered by this legislation.

          7)Provides legislative ratification for addenda to MOUs ratified 
            in 2010 between the state and state BUs 1 (Professional, 
            Administrative, Financial, and Staff Services), 3 
            (Professional Educators and Librarians), 4 (Office and 
            Allied), 11 (Engineering and Scientific Technicians), 14 
            (Printing and Allied Trades), 15 (Allied Services), 17 
            (Registered Nurses), 20 (Medical and Social Services), 21 
            (Educational Consultant and Library) represented exclusively 
            by the Service Employees International Union (SEIU), Local 
            1000.

          Specifically, these addenda exempt employees in these bargaining 
            units who work at the State Compensation Insurance Fund from 
            the Personal Leave Program.

          Arguments in support:

          Citing concessions in the MOU and the fact that many CASE 
          members will not have had a salary increase in over seven years, 
          while seeing salary cuts during that time, CASE states: "While 
          these concessions were difficult for our members, CASE 
          recognizes the fiscal realities facing the State of California, 
          and understands the need to contribute to solving the current 
          deficit."

          From CCPOA: "A collective bargaining agreement is the foundation 
          of a harmonious relationship between the state employer and its 
          workforce."  "Mindful of the fiscal challenges facing the state, 
          we are pleased to have reached an agreement with the current 
          Administration that helps resolve the current budget shortfall 
          while re-establishing a solid framework for the relationship 
          between our members and the state."

          From CSLEA:  "In recent years, state employees have experienced 
          significant reductions in compensation in order to help the 








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          state deal with its budget challenges.  This agreement continues 
          to help the state cope with the current budget problem while 
          providing needed stability to our members."

          From PECG:  "This bill generates hundreds of millions of dollars 
          in budget savings for the State at the same time it provides 
          state engineers and other state employees definitive terms of 
          employment."

          From CAPS:  "SB 151 provides significant savings to the state 
          during difficult times while ensuring stable working conditions 
          for state scientists and other state employees."

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          American Federation of State, County and Municipal Employees 
          (Sponsor)
          California Association of Professional Scientists (Sponsor)
          California Association of Psychiatric Technicians (Sponsor)
          California Attorneys, Administrative Law Judges, and Hearing 
          Officers in State Employment (Sponsor)
          California Correctional Peace Officers Association (Sponsor)
          California Statewide Law Enforcement Association (Sponsor)
          Department of Personnel Administration (Sponsor)
          International Union of Operating Engineers (Sponsor)
          Professional Engineers in California Government (Sponsor)
          Union of American Physicians and Dentists (Sponsor)
           
            Opposition 
           
          None on file

           Analysis Prepared by  :    Karon Green / P.E., R. & S.S. / (916) 
          319-3957