BILL ANALYSIS                                                                                                                                                                                                    �






          SENATE PUBLIC EMPLOYMENT & RETIREMENT   BILL NO:  SB 1141
          Gloria Negrete McLeod, ChairHearing date:  April 18, 2012
          SB 1141 (Walters)    as introduced  2/21/12  FISCAL:  YES

           PUBLIC EMPLOYEES:  MEMORANDA OF UNDERSTANDING REGARDING 
          RETIREE HEALTH CARE
           

           HISTORY  :

              Sponsor:  Author

            Prior legislation:  SB 519 (Ashburn)
                         Chapter 519, Statutes of 2009 
                        SB 1142 (Walters), 2012
                         also before this committee
                        SB 1143 (Walters), 2012
                         also before this committee

           
          SUMMARY  :

          SB 1141 would prohibit a memorandum of understanding (MOU) 
          between a public employer and an employee group from agreeing 
          to provide a retiree health care benefit unless each employee 
          hired after January 1, 2013 pays at least 50% of the 
          actuarially required contributions to fund the health care 
          benefits.

          This requirement would apply to all public employers and 
          their employees, including the University of California and 
          charter cities.


           BACKGROUND AND ANALYSIS  :
          
          1)   Existing law  :

            a)  requires that public employers and official employee 
              representatives collectively bargain over issues relative 
              to wages and working conditions.

            b)  establishes the Public Employees Medical and Hospital 
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          Date: 4/12/12                                          Page 1 










              Care Act (PEMHCA), administered by the Public Employees' 
              Retirement System (CalPERS), which creates a statutory 
              framework for state employee and retiree health care 
              benefits and allows local public agencies to voluntarily 
              contract with CalPERS for health care coverage for their 
              employees and retirees.

            c)  requires an employer who contracts for PEMHCA coverage 
              for active employees to also provide PEMHCA coverage for 
              retirees.

            d)  for state employees covered by PEMHCA, establishes the 
              minimum and maximum vesting requirements and the employer 
              and employee contributions for active and retiree health 
              care.

            e)  for local employers who contract for PEMHCA, 
              establishes varying vesting requirements and employer 
              contribution rates according to the individual contract.

            f)  under PEMHCA, requires that the premium payments for 
              active and retiree health care be paid in full on a 
              pay-as-you-go basis by the employer, and that the 
              employee or retiree shall pay the portion of the premium 
              not covered by the employer.

            g)  allows an employer to  voluntarily  prefund the 
              actuarially determined liability for providing retiree 
              health care benefits for its retirees by depositing money 
              into the Annuitant's Health Care Coverage Fund, 
              administered by CalPERS, or into some other investment 
              fund.

            h)  does  not  provide a statutory or administrative 
              framework, either in state or federal law, to allow 
              employees to directly contribute to prefund retiree 
              health care costs.

            i)  specifies that contributions to the Annuitant's Health 
              Care Coverage Fund by an employer are the property of the 
              employer and that contributing to prefund retiree health 
              care costs does not, in and of itself, create, change, or 
              vest the obligations of the employer to provide benefits 
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              for employees or annuitants.

            j)  requires, specific to a collective bargaining agreement 
              between the state and state bargaining unit 5 (Highway 
              Patrol officers), that specified annual salary increases 
              for patrol officers would instead be redirected to 
              prefund retiree health care obligations for patrol 
              officers, and also requires that those contributions may 
              not be refundable under any circumstances.

            k)  in general, requires that the employer from which the 
              employee retires will be the employer that is the sole 
              provider of that employee's retiree health care benefits. 
              In other words, an employee who works for multiple 
              employers may be subject to various retiree health care 
              coverage plans, but the only employer that actually 
              provides retiree health care coverage for an employee is 
              the last employer prior to retirement, and the only if 
              the employee qualifies under that employer's plan.

            l)  in general, provides a vested right to a retirement 
              benefit for which an employee has paid contributions, as 
              long as those contributions remain credited to the 
              employee in the applicable benefit plan. Therefore, an 
              employee may work for multiple public employers, and upon 
              retirement, receive either multiple monthly retirement 
              benefit checks from different retirement systems, or if 
              the employers are all participants in one retirement 
              system (such as CalPERS) a single monthly retirement 
              check funded by multiple employers on a pro rata basis.




          2)   This bill  :

            a)  establishes a prohibition in the collective bargaining 
              process:  a public employer and represented employees may 
              not enter into an agreement to provide retiree health 
              care unless all employees hired after January 1, 2013 pay 
              at least 50% of the actuarially required contributions to 
              fund the health care benefits.

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            b)  states that if the provisions of an existing MOU are in 
              conflict with this requirement, the existing MOU will be 
              controlling until it expires, and that this requirement 
              shall be controlling thereafter.

            c)  defines public employer to include the three branches 
              of state government, the California State University 
              (CSU), the University of California (UC), and any 
              political subdivision of the state, including a charter 
              city.

            d)  states that employer and employee contributions to pay 
              for benefits under PEMHCA are subject to prefunding 
              requirements, but states that those requirements are 
              contained in the prohibition to enter into an MOU to 
              provide retiree health care unless employees hired after 
              January 1, 2013 pay at least 50% of the actuarially 
              required contributions to fund the health care benefits.


           COMMENTS  :

          1)   Argument in Support  :

          According to the author:

          "Rising health care premiums and an increasing number of 
          retirees has contributed to greater state costs in providing 
          Other Post-Employment Benefits such as retiree health 
          benefits.  Requiring public employees to contribute to their 
          retiree benefits during their working years would 
          significantly reduce the state's costs for future health 
          benefits and make the funding system more sustainable."

          2)   Arguments in Opposition  :

          Organizations representing employees universally object to 
          placing prohibitions or requirements on the collective 
          bargaining process.  According to American Federation of 
          State, County, and Municipal Employees, SB 1141 violates 
          collective bargaining rights.  AFSCME opposes restricting the 
          rights of employees to enter into collective bargaining 
          agreements to provide post-employment health benefits.  SEIU, 
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          Date: 4/12/12                                          Page 4 










          Local 1000 states, "This bill violates the Ralph C. Dills Act 
          and would result in major pay deductions for many public 
          employees."

          Health Access California, calls attention to federal health 
          reform requirements that allow an employee who is offered 
          unaffordable health care coverage to receive subsidized 
          coverage through the California Health Benefits Exchange.  
          "For every full-time, full-year employee offered unaffordable 
          coverage, and employer faces a penalty of $2,000 per 
          employee."  "Requiring employees to pay half the value of the 
          health benefit is a bad idea for low and moderate income 
          workers:  it makes the cost of coverage unaffordable and 
          often involves cost sharing in the form of copays and 
          deductibles that discourage use of appropriate and necessary 
          care, such as doctor visits, prescription drugs, and lab 
          tests."

          3)   OPPOSITION  :

            American Federation of State, County and Municipal 
            Employees (AFSCME)
            Association for Los Angeles Deputy Sheriffs (ALADS)
            California Association of Professional Scientists (CAPS)
            California Public Defenders Association
            California School Employees Association (CSEA), AFL-CIO
            Glendale City Employees Association (GCEA)
            Health Access California
            Laborers' Locals 777 & 792
            Los Angeles Probation Officers' Union, AFSCME, Local 685
            Organization of SMUD Employees (OSE)
            Peace Officers Research Association of California (PORAC)
            Professional Engineers in California Government (PECG)
            Riverside Sheriffs' Association
            San Bernardino Public Employees Association (SBPEA)
            San Diego County Court Employees Association
            San Luis Obispo County Employees Association (SLOCEA)
            Santa Rosa City Employees Association (SRCEA)
            Service Employees International Union, Local 1000 (SEIU 
            Local 1000)



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          Date: 4/12/12                                          Page 5 











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          Pamela Schneider
          Date: 4/12/12                                          Page 6