BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                  AB 1736|
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                                 THIRD READING
                                        

          Bill No:  AB 1736
          Author:   Ducheny (D)
          Amended:  5/1/00 in Assembly
          Vote:     21

            
           SENATE PUBLIC EMP. & RET. COMMITTEE  :  5-0, 6/26/00
          AYES:  Ortiz, Haynes, Karnette, Lewis, Soto

           SENATE APPROPRIATIONS COMMITTEE  :  7-0, 8/7/00
          AYES:  Alpert, Bowen, Karnette, Kelley, McPherson, Perata,  
            Vasconcellos

           ASSEMBLY FLOOR  :  67-0, 5/4/00 - See last page for vote
           

           SUBJECT  :    State teachers' retirement:  postretirement  
          compensation

           SOURCE  :     Author

           
           DIGEST  :    This bill permanently eliminates the existing  
          earnings limitation for teachers who retire on or before  
          July 1, 2000, and return to the classroom to provide  
          remedial instruction in grades 2 to 12, inclusive.

           ANALYSIS  :    Existing law allows retired members of the  
          State Teachers' Retirement System (STRS) to earn up to  
          $19,050 in 1999-2000 for public school employment.  The  
          earnings limitation is adjusted annually to reflect changes  
          in the Consumer Price Index.  Any creditable earning in  
          excess of this amount result in a dollar-for-dollar  
          reduction in the member's retirement allowance.
                                                           CONTINUED





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          Existing law also provides an exemption from this limit if  
          the member retired prior to July 1, 1998, and is employed  
          by a school district to provide direct classroom  
          instruction in any statutorily authorized class size  
          reduction program or to temporarily fill a position vacated  
          by a teacher who transferred to a classroom in the same  
          district because of the Class Size Reduction program.  This  
          exemption sunsets on July 1, 2002.

          An additional exemptions exists for a STRS member who  
          retired from service and who is appointed as a trustee or  
          administrator or who is employed on an emergency basis to  
          fill an administrative position.  This exemption sunsets on  
          July 1, 2003.

          This bill permanently eliminates the existing earnings  
          limitation for teachers who retire on or before July 1,  
          2000, and return to the classroom to provide remedial  
          instruction in grades 2 to 12, inclusive.

          STRS points out that the Education Code does not currently  
          define remedial instruction, although it is generally  
          understood to mean supplemental instruction intended to  
          bring students up to grade level achievements.  In order to  
          maintain consistency in how this exemption is applied, STRS  
          is recommending that the bill be amended to specify what  
          constitutes remedial instruction.

          There are three other bills this year that would impact the  
          STRS earnings limitation.  The first is AB 1733 (Wildman),  
          which would eliminate the current earnings limitation  
          entirely.  The second bill, AB 141 (Knox), would expand the  
          current earnings limitation exemption for members filling  
          administrative positions on an emergency basis.  The third  
          bill, SB 1505 (Alarcon), would exempt STRS members who  
          retired prior to 2000 and who return to provide direct  
          classroom instruction to pupils in grades K-12 or to  
          provide support to new teachers, as specified, from the  
          current earnings limitation.

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








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          According to STRS, this bill would result in no material  
          costs to the system due to the anticipated small number of  
          retired teachers that would exceed the earnings limitation  
          under the provisions of this bill.

           SUPPORT  :   (Verified  8/9/00)

          California School Boards Association
          California Teachers Association
          Delta Kappa Gamma Sorority International
          Fresno Unified School District
          State Teachers' Retirement System

           OPPOSITION  :    (Verified  8/10/00)

          Department of Finance

           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          this bill will help alleviate the problem of a shortage of  
          credentialed teachers to teach remedial classes by  
          expanding the pool of available teachers.  The author's  
          office states, "The demand to teachers in general, and  
          specifically for remedial education, has increased in  
          recent years due to many factors, including policies  
          introduced by the Legislature and approved by the Governor.  
           For example, class size reduction has increased the demand  
          for teachers for the early grades and lead to a shortage of  
          credentialed teachers in a number of low-income and rural  
          and isolated areas."  The author's office also points out  
          that bills ending the practice of social promotion and  
          requiring high school exit exams have increased the need  
          for qualified and experienced teachers to help raise the  
          academic performance of under-achieving students.

           ARGUMENTS IN OPPOSITION  :    The Department of Finance  
          believes that this bill "is unnecessary since Chapter 70,  
          Statutes of 2000 (SB 1666) provides teachers who retired on  
          or before January 1, 2000, and return to the classroom,  
          full STRS retirement benefits during the period in which  
          they are employed."

           ASSEMBLY FLOOR  : 
          AYES:  Aanestad, Ackerman, Alquist, Aroner, Ashburn,  
            Baldwin, Baugh, Bock, Briggs, Cardenas, Cedillo, Corbett,  







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            Correa, Cox, Cunneen, Davis, Dickerson, Ducheny, Dutra,  
            Firebaugh, Floyd, Gallegos, Granlund, Havice, Honda,  
            House, Jackson, Kaloogian, Keeley, Knox, Kuehl, Leach,  
            Lempert, Leonard, Longville, Machado, Maddox, Maldonado,  
            Margett, Mazzoni, McClintock, Migden, Nakano, Oller,  
            Robert Pacheco, Rod Pacheco, Papan, Pescetti, Reyes,  
            Romero, Scott, Shelley, Steinberg, Strickland,  
            Strom-Martin, Thompson, Thomson, Torlakson, Villaraigosa,  
            Vincent, Wayne, Wesson, Wiggins, Wildman, Wright, Zettel,  
            Hertzberg


          DLW:cm  8/10/00   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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