8/31/2008

In this Alert:

LEGISLATIVE SESSION ENDS WITHOUT A BUDGET

BILLS SIGNED BY THE GOVERNOR INTO LAW

BILLS SENT TO THE GOVERNOR

BILLS THAT HAVE RECENTLY DIED

LEGISLATIVE CALENDAR


LEGISLATIVE SESSION ENDS WITHOUT A BUDGET

The California State Legislature finished their session Sunday, August 31, but for the first time ever did not pass a budget.
State law allows the Legislature to work past Sunday's constitutional deadline for passing bills but only until Nov. 15 and only on urgency measures – such as a budget – that require a two-thirds vote. Sen. President Pro Tem Don Perata, D-Oakland and Assembly Speaker Karen Bass, D-Los Angeles have ordered their houses to meet this week to put pressure on budget negotiations.
Following a failed Assembly budget vote, at a special press conference on Wednesday, Aug. 20, Governor Schwarzenegger announced an “August Revise” of his budget proposal. The state is now in month two of its new fiscal year operating without a budget. The Governor has stated that the new budget compromise includes additional cuts, new revenues in the form of a temporary sales tax increase, budget reform, and expansion of the rainy day fund as well as economic stimulus mechanisms. The Governor continued to reiterate his belief that it would be irresponsible to balance the budget by borrowing local government or transportation revenues although the proposal includes a plan to divert redevelopment tax revenues for three years to fund schools.

At the beginning of August, the Governor also signed an executive order cutting nearly 200,000 employees’ pay to the federal minimum wage of $6.55 an hour, with full salary reimbursed once a budget is signed. More than 10,000 were slated to lose their jobs before union protests and lawsuits between the Governor’s Office and the Controller’s office followed. Schwarzenegger also limited overtime and imposed a hiring freeze.

In the meantime, California’s prison medical receiver has asked a Federal judge to force the State to pay $8 billion to fix the state's correctional healthcare crisis. The request would add an additional $3.1 billion to the $15.2 billion budget deficit in this fiscal year.

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…UPDATE ON RETIREMENT-RELATED BILLS

BILLS SIGNED BY THE GOVERNOR INTO LAW

AB 1963 (Carter) Same Service Credit for 2 Retirement Systems

This bill would broaden the exception to the prohibition on receiving credit for the same service in two retirement systems to permit concurrent participation and credit for service in a defined benefit plan supported by public funds provided by systems other than PERS and a supplemental defined benefit plan offered by the employer. This bill was enacted into law on August 4th as Chapter 219, Statutes of 2008.

AB 2202 (Caballero) PERS Part-time, Seasonal, Temporary Employee Information

AB 2202 would mandate that every state agency, school employer, or contracting agency of PERS provide information and data regarding its employees who are not members of PERS. Currently, PERS can only require data on PERS members. There are no details in the bill about what data PERS will require or the regulatory procedures it will put in place, so costs and administrative burdens to local government are difficult to gauge. This bill was enacted into law on August 4th as Chapter 261, Statutes of 2008.

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BILLS SENT TO THE GOVERNOR

The following key bills were sent to the Governor to sign before the Legislature ended its session. The Governor has until September 30 to sign these bills into law.  We will provide a final disposition of the bills in the September and October Alerts.

AB 1480 (Mendoza) STRS Roth IRA    

This bill would permit STRS to administer a Roth IRA to accept a rollover from an annuity contract or custodial account offered by the system.  This bill has passed both houses and has been sent to the Governor.

AB 1844 (Hernandez) Commission Bill on Fraud and OPEB Reporting

This Governor’s Commission bill establishes penalties for fraud related to STRS, PERS, and County retirement system benefits and requires public agencies to report information on post-retirement healthcare to the State Controller every year.  This bill has passed both houses and has been sent to the Governor.

AB 2390 (Karnette) STRS Post-Retirement Earnings

This bill extends the post-retirement earnings limit exemption of STRS members for one year until June 30, 2009. There were several issues being considered by the CalSTRS Post-Retirement Earnings Limitations Working Group as possible amendments to this bill but the issues being considered did not make it into the bill this year. The bill has now passed both houses and has been sent to the Governor.

AB 3041 (Comm. on Public Employees, Ret. and Soc. Sec.) PERS Housekeeping Bill

This bill would provide that a PERS employee serving less than full-time for 6 months be required to join PERS at the time the person completes 125 days or 1,000 hours of work, instead of the current language that vaguely states that the person must join some time “after” exceeding the threshold. A recent amendment also revises the threshold to include in PERS any employee working 20 hours or more a week for a period of more than 1 year. PERS believes that these changes will close up “loopholes” and clarify exactly when an employee is mandated into PERS. This bill has passed both houses and has been sent to the Governor.

SB 1123 (Wiggins) Retiree Health Benefits and California Actuarial Advisory Panel

This Governor’s Commission bill requires local entities to prepare an actuarial study and make it public at least two weeks before changes to post-employment benefits (and not on consent calendar). It also creates the California Actuarial Advisory plan to provide expert and independent information to encourage greater transparency and understanding of actuarial methodologies and assumptions.  This bill has passed both houses and has been sent to the Governor.

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BILLS THAT HAVE RECENTLY DIED

The following bills have died since the July Legislative Alert was sent out:

AB 789 (Mullin) STRS Purchase Power Payments

This bill requires that 2.5% of creditable compensation be credited to the Supplemental Benefit Maintenance Account (SBMA) each year for 4 years commencing July 1, 2008 to fund “purchase power protection” payments to STRS retirees as an inflation protection.

This bill was introduced to protect the state contribution to the SBMA.  The Governor’s budget proposal attempts to make an “unconditional guarantee” of the 80%-of-purchasing-power benefit in exchange for lowering the current state contribution to SBMA from 2.5% to 2.2% as a budgetary savings device.  Fearing a situation similar to the state’s withholding of the contribution in 2003-2004, this bill counters the Governor’s proposal and guarantee that the account will be funded at its current rate.

AB 2716 (Ma) Mandated Sick Leave

This bill mandated that all California employers – including public employers – provide paid sick leave for any employee who works seven or more days in a calendar year. The days are set to accrue at a rate of at least one hour for every 30 hours worked. Sick time would carry over from year to year but medium-to-large employers could limit annual paid sick days to nine, small employers to five. This bill was killed due to strong opposition from private industry.

AB 2940 (de Leon) PERS IRAs for Private Sector

This bill would create the California Employee Savings Program, allowing PERS to offer individual retirement accounts (IRAs) to employees of private sector companies. This bill died due to concerns raised by PERS and others about this major expansion in the purpose and services of PERS.

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LEGISLATIVE CALENDAR

Following are important dates/deadlines for the rest of the 2008 legislative year:

August 31 – Last day for the Legislature to pass bills and send to the Governor

September 30 – Last day for the Governor to sign or veto legislation

November 4 – Statewide General Election

December 1 – New Legislature reconvenes for the 2009-2010 session.


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Feel free to contact PARS with any question or requests for further information. Additional news, and an archive of past Legislative Alerts, is available on the PARS website at www.pars.org.

 

Thank you,

Maureen Toal
Vice President, Public Affairs
Public Agency Retirement Services (PARS)
mtoal@pars.org
(800) 540-6369 ext. 135

 

The contents of this publication reflect PARS’ understanding of the facts. Before taking any action based on this information, consult professional advisors regarding your agency’s specific objectives and circumstances. For further information, contact PARS.

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