BILL ANALYSIS                                                                                                                                                                                                    



          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 821
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 821 (Public Employees)
          As Amended August 31, 2000
          Majority vote
           
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          |ASSEMBLY:  |68-8 |(June 1, 1999)  |SENATE: |30-2 |(August 31,    |
          |           |     |                |        |     |2000)          |
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           Original Committee Reference:    P.E.,R. & S.S.  

           SUMMARY  :   Changes the period to be used for computing "final  
          compensation" for retirement benefits for members of the State  
          Teachers' Retirement System (CalSTRS), with 25 or more years of  
          service, from the average of the three highest years'  
          compensation to the highest compensation earnable by a member  
          during a 12-month period. 

           The Senate amendments  :

          1)Delete classified school employee members of the Public  
            Employees' Retirement System (CalPERS) from the provisions of  
            the bill.

          2)Limit the application of this bill to only those CalSTRS  
            members with 25 or more years of service credit.  

           EXISTING LAW  :
           
           1)Defines "final compensation" for members of CalSTRS as the  
            highest average annual compensation earnable by a member  
            during any period of three consecutive years of paid  
            employment covered by CalSTRS.  Additionally, for CalSTRS  
            members whose salary has been reduced because of a reduction  
            in school funds, final compensation may be defined as the  
            highest average annual compensation earnable during any three  
            non-consecutive 12-month periods.

          2)Provides that one-year final compensation is also available  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 821
                                                                  Page  2

            for CalSTRS members if it has been included in a written  
            collective bargaining agreement.  The written agreement must  
            also include a mechanism to pay CalSTRS the actuarial  
            difference between the one-year final compensation and the  
            three-year final compensation plus CalSTRS's administrative  
            costs.

          3)Defines "final compensation" for classified school employees  
            who are members of CalPERS as the highest average annual  
            compensation earnable during any three consecutive years of a  
            member's CalPERS employment.

           AS PASSED BY THE ASSEMBLY  , this bill: 

          1)Changed the definition of final compensation from a three-year  
            average to one year for all CalSTRS members.

          2)Changed the definition of final compensation from a three-year  
            average to one year for all classified school employees who  
            are members CalPERS.

          3)Specified that the costs of this bill will be paid for from  
            funds in the Teachers' Retirement Fund.

           FISCAL EFFECT  :   According to CalSTRS, this bill would result in  
          a total present value cost of $4 billion and would be paid for  
          out of surplus CalSTRS funds.

           COMMENTS  :   Under CalSTRS, benefit payments are computed based  
          upon various factors, including the employee's final  
          compensation.  For example, the retirement allowance for a  
          CalSTRS member is calculated using the following formula: years  
          of service credit multiplied by the age factor (generally 2% at  
          age 60) multiplied by final compensation equals the persons  
          unmodified retirement allowance.

          Supporters state that this bill would create a basis of  
          determining final compensation comparable to that used for  
          CalPERS state and school employees.  Additionally, proponents  
          contend that this bill would help improve the adequacy of school  








          Subject matter was not heard in Assembly policy committee this  
          legislative
          Session, should be noted in the last paragraph of the background  
          section of the 
          CSA analysis.  Language will vary depending on the circumstance.
           AB 821
                                                                  Page  3

          employee retirement benefits that have traditionally lagged  
          behind those of other public employees.


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


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