BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                            



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                                    THIRD READING


          Bill No:  AB 2582
          Author:   Bonta (D), et al.
          Amended:  6/11/14 in Senate
          Vote:     21

           
           SENATE PUBLIC EMPLOYMENT & RETIREMENT COMM  : 5-0, 6/9/14
          AYES:  Torres, Walters, Block, Evans, Gaines

           SENATE APPROPRIATIONS COMMITTEE  :  7-0, 6/23/14
          AYES:  De León, Walters, Gaines, Hill, Lara, Padilla, Steinberg

           ASSEMBLY FLOOR  :  73-0, 5/8/14 (Consent) - See last page for vote


           SUBJECT  :    Public Employees Medical and Hospital Care Act

           SOURCE  :     Bay Area Rapid Transit District


           DIGEST  :    This bill authorizes the Bay Area Rapid Transit  
          District (BART) to establish a vesting requirement for  
          post-retirement health benefits coverage that is different than  
          what is allowed under current law for contracting agencies and  
          which has been bargained with BART's employee representatives.   
          BART's health insurance employer contribution for annuitants  
          with 10 years of credited service would be 50% of that provided  
          to active employees.  The employer contribution would increase  
          incrementally by 10% for each credited year of service, reaching  
          100% if the annuitant attained 15 years of credited service.   
          Annuitants who retire for disability and have at least five  
          years of BART service would receive 100% of BART's employer  
          contribution for active employees.  Specifies that these  
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          provisions apply only to those retiring on or after this bill's  
          effective date.

           

          ANALYSIS  :    Existing law:

          1.Establishes the Public Employees' Medical and Hospital Care  
            Act (PEMHCA), administered by the California Public Employees'  
            Retirement System (CalPERS), to provide health coverage for  
            employees and annuitants of the state of California, and the  
            California State University.

          2.Allows a school or local agency employer to contract with  
            CalPERS for PEMHCA and requires the employee or annuitant  
            contribution, when added to the employer contribution, to  
            cover the total cost of the PEMHCA coverage premium.

          3.Defines an annuitant as one who, among other requirements,  
            retires from the system within 120 days of separation from  
            public employment.

          4.Does not allow contracting employers to provide PEMHCA  
            coverage to active employees without also covering retired  
            annuitants.  However, with respect to the employer  
            contribution for annuitants, provides specified options  
            available to the contracting agency, including:

             A.   An equal employer contribution amount for both active  
               employees and annuitants.  Under this option, an employee  
               who retires and meets the definition of annuitant becomes  
               100% vested and receives an employer contribution amount  
               equal to what the active employees receive; or

             B.   For a contracting agency that joins PEMHCA on or after  
               January 1, 1986, the option to pay a lesser employer  
               contribution amount for annuitants than for active  
               employees as long as the agency increases its contribution  
               for annuitants each year until it equals the agency's  
               contributions for active employees as specified; or

             C.   A pre-set "vesting schedule" based on an employee's  
               credited years of service to determine a set percentage of  
               the employer contribution amount for annuitants.  Under  

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               this option, an annuitant must have at least 10 years of  
               CalPERS credited service to qualify for 50% of the employer  
               contribution and would receive an additional 5% for each  
               additional year of credited service for a total of 100%  
               with 20 years of credited service.  At least 5 years must  
               be with the employer providing PEMHCA.

             D.   Allows under the 10-20 year vesting schedule, an  
               employer contribution of 100% if the annuitant retired for  
               disability or if the annuitant had 20 years of service,  
               regardless of the length of separation from service prior  
               to retirement.

          1.Provides specified and individual variations to the above  
            options and requirements under separate statutes specific to  
            the City of Carson, the City of San Diego, school employers,  
            Alameda County Transportation Improvement Authority, and  
            Mariposa County.  These statutes are subject to collective  
            bargaining agreements.

          This bill:

          1.Authorizes BART to make contributions for postretirement  
            health benefits for the districts' unrepresented employees,  
            including members of the district board of directors to the  
            extent that they are eligible under existing law, and for any  
            unit of employees whose terms and conditions of employment are  
            determined through collective bargaining.  The employer  
            contributions will be based on the following:

             A.   Credited years of service worked with BART;
             B.   A collectively bargained agreement with all represented  
               employees regarding post-employment health coverage; and,
             C.   For unrepresented employees, including directors if  
               eligible, criteria and schedules as provided to the  
               represented employees through a collectively bargained  
               agreement.

          1.Requires the agreement to provide an employer contribution of  
            50% after 10 years of credited service, increasing  
            incrementally to 100% after 15 years of credited service.  All  
            service must be with BART.

          2.Requires any agreement for providing an employer contribution  

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            for retiree healthcare to also provide full employer  
            contributions for those employees who retire for disability  
            with at least five years of service with BART.

          3.Specifies that these provisions only apply to BART employees  
            first hired on or after January 1, 2014, and to directors who  
            first serve as director on or after January 1, 2014.

          4.Specifies that these provisions only apply to represented  
            employees if the agreement is expressly incorporated into a  
            memorandum of understanding, as specified.

          5.Specifies that these provisions do not apply to employees who  
            retire prior to the effective date of the bargaining  
            agreement, and, in the event the bargaining agreement  
            establishes a retroactive effective date, these provisions  
            will only apply to prospective retirements occurring on or  
            after the effective date of this bill.

          6.Requires BART to provide CalPERS with notification of each  
            agreement or personnel action applying these new requirements,  
            and any additional information necessary to implement the  
            proposed change.

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

          According to the Senate Appropriations Committee:

           Minor administrative costs of CalPERS (Special Fund).

           Potentially significant future savings to BART (Local Fund).

           SUPPORT  :   (Verified  6/23/14)

          Bay Area Rapid Transit District (source) 

           ARGUMENTS IN SUPPORT  :    According to BART, this bill will  
          "authorize a new vesting schedule for retiree lifetime  
          healthcare benefits that was negotiated between BART and our  
          employee organizations last fall? The new schedule will provide  
          cost savings to BART of over $13.8 million over the next 30  
          years."


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           ASSEMBLY FLOOR  :  73-0, 5/8/14
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Bigelow, Bloom,  
            Bocanegra, Bonilla, Bonta, Bradford, Brown, Buchanan, Ian  
            Calderon, Campos, Chau, Chávez, Chesbro, Conway, Cooley,  
            Dababneh, Dahle, Daly, Dickinson, Donnelly, Fong, Fox,  
            Frazier, Beth Gaines, Garcia, Gatto, Gomez, Gonzalez, Gordon,  
            Grove, Hagman, Harkey, Roger Hernández, Holden, Jones,  
            Jones-Sawyer, Levine, Linder, Logue, Lowenthal, Maienschein,  
            Medina, Melendez, Mullin, Muratsuchi, Nazarian, Nestande,  
            Olsen, Pan, Patterson, Perea, Quirk, Quirk-Silva, Rendon,  
            Ridley-Thomas, Rodriguez, Salas, Skinner, Stone, Ting, Wagner,  
            Waldron, Weber, Wieckowski, Wilk, Williams, Yamada, John A. 




            Pérez
          NO VOTE RECORDED:  Eggman, Gorell, Gray, Hall, Mansoor, V.  
            Manuel Pérez, Vacancy


          JL:nl  6/24/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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