BILL ANALYSIS                                                                                                                                                                                                    






          SENATE PUBLIC EMPLOYMENT & RETIREMENT     BILL NO: AB 649
          Deborah V. Ortiz, Chair             Hearing date: 5/30/00
          AB 649 (Machado), as amended 5/24/00        FISCAL:   YES

           State employees:  Memoranda of Understanding Clean Up
           
           HISTORY  :            

              Sponsor:  Department of Personnel Administration 

              Prior legislation:  see below

           ASSEMBLY VOTES  :

               Not Applicable; New Bill
          
           SUMMARY  : 

          Would make various changes in the state negotiated Memoranda  
          of Understanding contracts (MOUs) for 1999-2001.  These MOUs  
          need technical clean-up (#1-5 below).  Also included are two  
          provisions reflecting other negotiated agreements (#6-7  
          below).  This URGENCY bill contains these key provisions:

            1)  Conform drug testing policy with the Unit 11 collective  
            bargaining agreement.
            2)  Safety retirement.
            3)  Public Contract Code.
            4)  Rural Health Subsidy.
            5)  Employee Health Benefit Eligibility for Bargaining Unit  
            19.
            6)  Allow STRS members who become State employees to stay in  
            STRS, instead of joining PERS 
            7)  Permit Security Officers Employed By the State  
            Department of Justice to have PERS State Peace  
            Officer/Firefighter (POFF) Retirement Benefits. 

           ANALYSIS  : 
          
          1)   Drug Testing Policy  
          
          PROBLEM:

          State Bargaining Unit 11 (Engineering and Scientific  
          Technician, represented by CSEA) MOU, which took effect July  
          David Felderstein                                     AB 649
          Date:  5/30/00                                         Page 1 








          1, 1999, provides for an election of remedies/forums when  
          employees are disciplined or rejected on probation for  
          positive drug test results.

           Existing law  does not allow the employee to choose between a  
          neutral third party grievance procedure or an appeal to the  
          State Personnel Board (SPB).  In addition, statutory language  
          is needed to make it clear that when an employee elects a  
          third party, his/her access to court review is under the law  
          governing the arbitration process, and not under the law  
          governing State Personnel Board appeals.

           This bill  would amend the Government Code and the Code of  
          Civil Procedure to conform with the Unit 11 collective  
          bargaining agreement.

          FISCAL IMPACT:

          The Department of Personnel Administration (DPA) anticipates  
          savings.  

          State agencies are required to reimburse the SPB for all costs  
          incurred to conduct appeal hearings.  State agencies are also  
          obligated to employ, or pay for, individuals to represent the  
          agency at appeal hearings.  Employees do not pay any of the  
          SPB costs.  Employees generally receive no-cost representation  
          from their unions.  Consequently, there is no reason for  
          employees not to appeal to the SPB; the State must bear a  
          disproportionate amount of the costs. 

          Under the terms of the Bargaining Unit 11 MOU, only the union  
          can invoke arbitration and the union must pay one-half of the  
          arbitrator's costs and fees.  Consequently, fewer hearings are  
          anticipated and the cost will be borne equally.   

          2)   Safety Membership for Excluded Employees  
          
          PROBLEM: 

           Existing law  provides that DPA administers safety retirement  
          benefits for State employees through the collective bargaining  
          process, when this provision was added to law, the inclusion  
          of managers and supervisors in the safety requirement was  
          inadvertently omitted.  In addition, not all bargaining units  
          agreed to the DPA process of inclusion of managers and  
          David Felderstein                                     AB 649
          Date:  5/30/00                                         Page 2 








          supervisors in safety retirement. 

           This bill  would amend the Government Code (Section 19816.20  
          and Section 19816. 20 (d)) to include excluded employees in  
          the definition of "state employees" who are not members of  
          civil service and amend Section 20405.1 ( c ) to cover only  
          those units that agreed to the provision in collective  
          bargaining.

          FISCAL IMPACT:

          None

          3)   Public Contract Code  
          
          PROBLEM: 

           Existing Public Contract Code  was previously amended to  
          exclude DPA from Department of General Services (DGS) review  
          of contracts for benefits, health and safety, and training  
          services for those items bargained in an MOU.  Contracts  
          covering "excluded employees" (managers and supervisors),  
          however, are not exempt from DGS review.

           This bill  would amend  the Public Contract Code (Section  
          10295.4) to extend the exclusion to cover the benefit  
          contracts covering "excluded employees."

          FISCAL IMPACT:

          None

          4)   Rural Health Subsidy Appropriation and Appropriation For  
          Other Employee Compensation
           
          PROBLEM:

           Existing law  , pursuant to SB 514 (Chesbro), Chapter 743 of  
          1999,  authorized a rural health subsidy for state employees  
          and retirees who live in areas of the State where there is no  
          health maintenance organization (HMO) available.

          Monies were not appropriated to the Work and Family Program  
          and the Rural Health Subsidy Program pursuant to Chapter 743  
          of 1999.
          David Felderstein                                     AB 649
          Date:  5/30/00                                         Page 3 









           This bill  appropriates money to fully fund the Employee  
          Compensation Package, fulfilling the State's obligations made  
          in the MOUs negotiated with the 21 bargaining units.

          This is a technical change that appropriates the monies that  
          were agreed to in bargaining.

          FISCAL IMPACT:

          According to DPA, the $9.1 million current year cost did not  
          include unforeseen costs resulting from arbitration that  
          required additional funding for certain bargaining units.   
          This combined with revised data from CalPERS reflecting  
          additional enrollments necessitated the current $12.6 million  
          appropriation request.

          5)   Employee Eligibility for Bargaining Unit 19
          
          PROBLEM:

           As the result of an MOU agreed to in 1999  , the employee  
          eligibility for representation in Bargaining Unit 19 (Health  
          and Social Services Professionals, represented by AFSCME) was  
          changed to be consistent with all other State employees.  When  
          the legislation was passed that ratified the MOU for Unit 19,  
          the change in employee eligibility was inadvertently omitted.

           This bill would amend Government Code section 22754.2 to  
          remove Subsection 4, which defines employee eligibility for  
          Unit 19.

          FISCAL IMPACT:

          None.  This employee eligibility change was never fully  
          implemented.









          David Felderstein                                     AB 649
          Date:  5/30/00                                         Page 4 








          6)   Allow STRS Members to Stay in STRS When Becoming State  
          Employees
           
          PROBLEM:

           Existing STRS law provides  , pursuant to 1997 legislation, that  
          a STRS member who subsequently was employed by the state  
          Community Colleges in a position requiring PERS membership may  
          elect to remain in STRS. 
           
          This bill  would:

            a)  allow any certificated teacher member of STRS who  
            becomes employed by the state to stay in STRS instead of  
            joining PERS, 

            b)  allow current State employees, who were vested members  
            of STRS and became mandatory members of the PERS Second Tier  
            plan, to elect to return to STRS membership,

            c)  apply only to employees who were hired after June 30,  
            1991 and before the date the First Tier plan became  
            effective for new employees represented by this Union, and 

            d)  provide that employees hired on and after January 1,  
            2000 will have the option of membership under the Second  
            Tier or the First Tier plan.

          FISCAL IMPACT:

          None

          7)   Permit Security Officers Employed By the State Department  
          of Justice to have PERS State Peace Officer/Firefighter (POFF)  
          Retirement Benefits
           
          PROBLEM:

           Existing PERS law  specifically provides  that security  
          officers of the State Department of Justice shall be "state  
          miscellaneous" members of PERS.  "State miscellaneous" members  
          of PERS receive a retirement benefit based on the "2% @ age  
          55" formula, and are covered by "Ordinary Disability  
          Retirement" benefits.

          David Felderstein                                     AB 649
          Date:  5/30/00                                         Page 5 








           This bill  would provide that security officers of the  
          Department of Justice shall be "state Peace  
          Officer/Firefighter" members of PERS, receiving a retirement  
          benefit based on the "3% @ age 50" formula, and are covered by  
          "Industrial Disability Retirement" benefits.

          According to DPA:  

            "Initially the Security Officer, DOJ was not included in  
            POFF because, when the class was established, the existing  
            Attorney General did not want them included.  However, over  
            the past 10 to 12 years, their duties have significantly  
            been expanded, necessitating recruitment of a more highly  
            trained Officer .  The DOJ  supports the inclusion of the  
            Security Officer into the POFF and we (DPA) agreed to  
            including them in bargaining."

          FISCAL IMPACT:

          Possible savings because state "POFF" members of PERS do not  
          participate in the federal Social Security program, while  
          "state miscellaneous members" of PERS are in Social Security.


           COMMENTS  :

                 OPPOSITION  :
               none to date

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          David Felderstein                                     AB 649
          Date:  5/30/00                                         Page 6