BILL ANALYSIS
Appropriations Committee Fiscal Summary
AB2700 (Lempert)
Hearing Date:8/30/2000 Amended:6/20/2000
& as proposed to be amended
Consultant: Maureen Brooks Policy Vote:P. E. & R.
5-0
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BILL SUMMARY: AB 2700 makes all compensation received by
a member of the State Teachers' Retirement System (STRS)
creditable and makes technical changes to the Defined
Benefit Supplement Program in which contributions for
service performed by a member in excess of one year of
service credit per school year shall be placed. This
provision will become effective July 1, 2002 if the revenue
limit cost-of-living adjustment computed by the
Superintendent of Public Instruction for the 2001-02 fiscal
year is equal to or greater than 3.5 percent. If it is
not, the operative date will be July 1, 2003.
In addition, AB 2700 reduces the General Fund contribution
to the Defined Benefit Plan from 3.102% to 1.975% effective
January 1, 2001. This bill also appropriates $600,000 for
the first year administrative costs resulting from
enactment of AB 1509 (Machado) earlier this year.
Fiscal Impact (in thousands)
Major Provisions 2000-01 2001-02
2002-03 Fund
Employer contribution --------------------- $175 million
annually-- Local
(for creditable service)
Increase in benefits ---------------------$11 million
annually----- STRF
(for creditable service)
GF contribution ----------------------$15 million
annually*-- General
(for creditable service)
Reduction in GF contribution --------- $200 million
annually--------- General
savings
STAFF COMMENTS: SUSPENSE FILE. Employer costs for the
creditable compensation provision begin 2002-03, and an
increase of $15 million in the contribution from the
General Fund will begin 2003-04. That increase, however,
will be more than offset from the savings resulting in the
reduction in the General Fund contribution to the Defined
Benefit Plan of $3.474 billion, or $200 million annually.
Under existing law, "creditable service" excludes service
performed in excess of the full-time equivalent and money
paid for overtime and summer school service. Under AB
2700, all compensation will be creditable and all
contributions for service in excess of one year of service
credit shall be placed into the Defined Benefit Supplement
Program. The member will be able to access the balance in
the supplemental account upon retirement or separation.
The General Fund contribution, based on the amount of
creditable service, is currently equal to 3.102% for the
Defined Benefit Plan and 2.5% for the Purchasing Power. AB
2700 reduces the DB contribution to 1.975% of payroll.