BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  AB 1783
          Author:   Jones-Sawyer (D)
          Amended:  8/25/14 in Senate
          Vote:     27 - Urgency


          PRIOR VOTES NOT RELEVANT

           SENATE PUBLIC EMPLOY. & RETIRE. COMM.  :  3-0, 8/22/14
          AYES:  Torres, De Le�n, Steinberg
          NO VOTE RECORDED:  Walters, Gaines

           SENATE APPROPRIATIONS COMMITTEE  :  6-0, 8/28/14
          AYES:  De Le�n, Gaines, Hill, Lara, Padilla, Steinberg
          NO VOTE RECORDED:  Walters


           SUBJECT  :    Public employees' retirement

           SOURCE  :     Author


           DIGEST  :    This bill continues to exempt certain public transit  
          workers from the requirements of the Public Employees' Pension  
          Reform Act of 2013 (PEPRA) until January 1, 2016, pending a  
          ruling from the federal district court with regard to whether or  
          not the implementation of PEPRA, with regard to the impacted  
          transit workers, justified the federal Secretary of Labor's  
          determination in 2013 that the implementation of PEPRA precluded  
          certification of certain transit projects and related federal  
          funding.

           ANALYSIS  :    
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          Existing federal law:

          1.Protects the collective bargaining rights of specified transit  
            workers employed in certain transit agencies and districts  
            that were, mostly in the 1960's through the 1970's, converted  
            from private to public agencies.  (Many such agencies are now  
            included in CalPERS, 1937 Act, or other public retirement  
            systems and plans.)

          2.Requires, under Section 13(c) of the Federal Transit Law, that  
            these employee protections, commonly referred to as  
            "protective arrangements" or "Section 13(c) arrangements" must  
            be certified by the United States Department of Labor (US DOL)  
            and in place before federal transit funds can be released to a  
            mass transit employer subject to the Federal Transit Law.

            Section 13(c) requires, among other things, the continuation  
            of collective bargaining rights, and protection of transit  
            employees' wages, working conditions, pension benefits,  
            seniority, vacation, sick and personal leave, travel passes,  
            and other conditions of employment.

          3.Allows the US DOL to determine if the collective bargaining  
            rights of an employee group protected under a Section 13(c)  
            arrangement have been impaired, and if so determined, to stop  
            the flow of federal transportation funding until such time as  
            the those rights have been restored.

          Existing state law:

          1.Creates comprehensive public employee pension reform through  
            enactment of PEPRA (and related statutory changes) that apply  
            to all public employers (including public transit agencies)  
            and public pension plans on and after January 1, 2013,  
            excluding the University of California and charter cities and  
            counties that do not participate in a retirement system  
            governed by state statute.

          2.Changed, under PEPRA, the retirement benefit plans that may be  
            offered to new public employees, including:

             A.   Establishing uniform retirement formulas, including a 2%  
               at age 62 formula for non-safety workers;

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             B.   Requiring a three-year final compensation period for  
               determining a pension;

             C.   Requiring employee member contributions equal to 50% of  
               the normal cost of the employee's benefit plan;

             D.   Capping the amount of compensation that can count toward  
               a pension (currently approximately $113,000); and

             E.   Restricting the pay items that may be included in  
               pensionable compensation.

          1.Protects the vested benefits of workers employed prior to the  
            implementation of PEPRA and allows public workers to  
            collectively bargain over wages, working conditions, and the  
            impact of changes to their wages and working conditions.

          2.Specifies, with some exceptions, that the PEPRA requirements  
            (including those listed above) are applicable to new  
            retirement plan members who first become members on and after  
            January 1, 2013.

          3.Makes an exemption to PEPRA for employees who are covered by 
          Section 13(c) arrangements until either:

             A.   a federal district court rules that the United States  
               Secretary of Labor (or his/her designee) erred in  
               determining that application of PEPRA precludes  
               certification of federal transit funding; or 

             B.   January 1, 2015, whichever is sooner.

          This bill:

          1.Extends the sunset date until January 1, 2016.

          2.Includes an urgency clause to take effect immediately in order  
            to remain eligible for federal transportation funds that would  
            be forfeited if transit employees are not exempt from PEPRA.

          3.Contains double-jointing language with SB 1251 (Huff).

           Background

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          In 2012, the state adopted PEPRA, which became effective on  
          January 1, 2013.  In 2013, labor unions representing public  
          transit employees began asserting to the US DOL that PEPRA  
          impairs pension benefits contained in existing collective  
          bargaining agreements and restricts collective bargaining  
          rights, in violation of the protections in Section 13(c).

          In response, in 2013 the US DOL withheld certification of a  
          federal grant to the Sacramento Regional Transit District, which  
          in turn brought an action in federal court to challenge the US  
          DOL determination.  That case is still pending and is unlikely  
          to be resolved in 2014.

          While the case is ongoing, transit workers have been exempted  
          from PEPRA and federal transit monies have been allowed to flow.

          According to the press release on August 4, 2013, by Governor  
          Jerry Brown in regard to AB 1222:

               "Federal transit money creates jobs and this legislation  
               keeps those funds flowing while allowing the state to  
               defend in court our landmark pension reforms."

               This morning, the US DOL notified the Sacramento Regional  
               Transit District that it is refusing to certify millions of  
               dollars in transit grants to the district because it  
               asserts that the provisions of the PEPRA are incompatible  
               with federal labor law.

               The proposed legislation will temporarily exempt local  
               agencies' transit workers from PEPRA, but preserves the  
               state's ability to fight for the pension reform law in  
               court."

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

          According to the Senate Appropriations Committee:

           Annual administrative costs of $90,000 to CalPERS (Special  
            Fund).

           Unknown loss of savings to local employers (Local Fund).

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          Administrative costs to CalPERS could be higher depending on the  
          number of exempt transit workers who continue to be hired after  
          January 1, 2013, and if the exemptions to the PEPRA are  
          determined to include the Additional Retirement Service Credit  
          (airtime) or other benefits reduced by the enactment of PEPRA.

          Any loss of savings to employers will be dependent on the number  
          of affected transit workers as well as the difference between  
          the existing retirement benefits provided and the savings that  
          would result from the enactment of PEPRA retirement benefits.

           SUPPORT  :   (Verified  8/28/14)

          California Transit Association
          Golden Gate Bridge, Highway and Transport District
          Los Angeles Metropolitan Transportation Authority 
          Riverside County Transportation Commission 
          Sacramento Regional Transit
          San Francisco Bay Area Rapid Transit District 
          Santa Clara Valley Transportation Authority 
          Orange County Transportation Authority
          Alameda-Contra Costa Transit District
          Monterey-Salinas Transit



          JL:e  8/29/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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