HomeMy WebLinkAbout05 - Pension Reform IniativeCITY OF
NEWPORT BEACH
City Council Staff Report Agenda Item No. 5
February 11, 2014
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: City Manager's Office
Dave Kiff, City Manager
949 - 644 -3001, dkiff @newportbeachca.gov
PREPARED BY: Dave Kiff, City Manager
APPROVED:
TITLE: Resolution No. 2014- 9 Expressing Support for "The Pension
Reform Act of 2014"
ABSTRACT:
A bipartisan coalition of California mayors drafted and is circulating a statewide ballot
initiative, "The Pension Reform Act of 2014" ( "Pension Reform Act "), to provide state
and local governments options to manage and rein in public employee retirement plans.
The City Council of the City of Newport Beach ( "City ") has an established history and
practice of fiscal responsibility and supports the Pension Reform Act because it helps
ensure there are adequate resources available to fund essential and beneficial City
services today, tomorrow and in the future.
Adopt Resolution No. 2014- 9 Expressing Support for "The Pension Reform Act of
2014."
FUNDING REQUIREMENTS:
There is no fiscal impact associated with the adoption of this resolution
DISCUSSION:
The Little Hoover Commission on California State Government Organization and
Economy ( "Little Hoover Commission ") issued a 2011 report entitled Public Pensions for
Retirement Security, which found, in part, "California's pension plans are dangerously
underfunded, the result of overly generous benefit promises, wishful thinking and an
unwillingness to plan prudently." The Little Hoover Commission concluded, "[u]nless
aggressive reforms are implemented now, the problem will get far worse, forcing
Resolution No. 2014- 9 Expressing Support for "The Pension Reform Act of 2014"
February 11, 2014
Page 2
counties and cities to severely reduce services and lay off employees to meet pension
obligations."
In response to the findings of the Little Hoover Commission, a bipartisan coalition of
California mayors came together to craft common -sense solutions to the impending
pension crisis. The Pension Reform Act amends the California Constitution to give
state and local governments an opportunity to negotiate changes to existing employees'
pension or retiree healthcare benefits on a going - forward basis. Currently, the courts
have ruled that the California Constitution permits changes to retirement plans for new
public employees, but prevents changes to retirement plans for existing public
employees.
The City Council values and appreciates the dedicated and hardworking men and
women who work for the City and provide unparalleled service day -in and day -out to
City residents, visitors and businesses. It remains challenging to balance the benefits
provided to employees and the money that is available to provide essential and
beneficial City services and infrastructure to residents, visitors and businesses.
Newport Beach has led local pension reform efforts. The City has worked to reduce
staffing and pension costs in a variety of ways, including negotiating agreements with
employee associations that increase employees' contributions to their pensions and
adopting two new retirement tiers with reduced benefits for new hires. The Council has
expressed that they greatly appreciate the willingness of our current employees to
participate in addressing pension costs.
In recognition of the pension reforms and conservative fiscal policies, the City received
a Rose Award from the Orange County Taxpayers Association.
If qualified for the ballot and passed by the voters (and if it survives legal challenges),
the Pension Reform Act of 2014 does these key things, among others:
• Authorizes governments to negotiate lower benefit formulas for existing employees
for years not yet worked, while not affecting formulas for years worked. For
example, a non - Safety employee who has worked 20 years under a 2.5% at 55 plan
might, through negotiations, have the final 5 or 10 years of his or her career worked
under a 2% at 60 plan. The Act does not dictate benefit levels and doesn't require
any change in them — it allows such changes to be negotiated.
• Requires governments to review the funded status of their retirement plans
(determining to what extent actuarial liabilities exceed assets) on an annual basis. If
the funded status slips below 80% (i.e. the market value of assets is less than 80%
of actuarially- estimated liabilities), then the local government would have to develop
and publish a report showing what actions would allow the plans to achieve 100%
funding.
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Resolution No. 2014- 9 Expressing Support for "The Pension Reform Act of 2014"
February 11, 2014
Page 3
If adopted by the Council, the attached resolution states that the City Council supports
the Pension Reform Act of 2014 because it gives state and local governments an
additional tool to responsibly manage the public's finances and ensure a stable work
force and the continuation of existing and new essential infrastructure and services.
We note that as we prepare this Resolution, news articles point to a challenge by the
initiative's proponents to the language prepared by the California Attorney General that
summarizes what this initiative might do. As a result of this challenge, proponents may
not have enough time to secure signatures for the November 2014 ballot and may
instead seek signatures for a 2016 statewide ballot.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find the adoption of this resolution is not subject to
the California Environmental Quality Act ( "CEQA ") pursuant to Sections 15060(c)(2) (the
activity will not result in a direct or reasonably foreseeable indirect physical change in
the environment) and 15060(c)(3) (the activity is not a project as defined in Section
15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3,
because it has no potential for resulting in physical change to the environment, directly
or indirectly.
This agenda item has been noticed according to the Brown Act (72 hours in advance of
the meeting at which the City Council considers this item).
Submitted by:
Dave K —�` iff
City Manager
Attachment: Resolution No. 2014- 9
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RESOLUTION NO. 2014- 9
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF NEWPORT BEACH, CALIFORNIA EXPRESSING
SUPPORT FOR "THE PENSION REFORM ACT OF 2014"
WHEREAS, in 2011 the Little Hoover Commission on California State
Government Organization and Economy ( "Little Hoover Commission ") issued a report
entitled Public Pensions for Retirement Security, which found, in part, "California's
pension plans are dangerously underfunded, the result of overly generous benefit
promises, wishful thinking and an unwillingness to plan prudently ";
WHEREAS, the Little Hoover Commission concluded, "[u]nless aggressive
reforms are implemented now, the problem will get far worse, forcing counties and cities
to severely reduce services and layoff employees to meet pension obligations ";
WHEREAS, the City Council values and appreciates the dedicated and
hardworking men and women who work for the City of Newport Beach ( "City ") and
provide unparalleled service day -in and day -out to City residents, visitors and
businesses;
WHEREAS, the City Council's highest priority and duty is to ensure the City's
residents, visitors and businesses receive the best services and infrastructure available;
WHEREAS, the City Council has an established history and practice of
championing fiscal responsibility to ensure resources are available to fund essential and
beneficial City services today, tomorrow and in the future;
WHEREAS, the City Council desires to balance the needs of its employees and
the duty it owes to City residents, visitors and businesses by providing retirement
benefit plans that are sustainable, responsible and fiscally sound;
WHEREAS, a bipartisan coalition of California mayors has sought to place
pension reforms before the voters either in 2014 or 2016; and
WHEREAS, these pension reforms would not change existing employees'
benefits for years already worked, but would allow the negotiations process to be used
to change benefits for existing employees' years not yet worked to a different benefit
level.
NOW, THEREFORE, the City Council of the City of Newport Beach resolves as
follows:
Section 1: The City Council of the City of Newport Beach supports "The
Pension Reform Act of 2014" (or its successor measure on a 2016 ballot) as advocated
by a bipartisan coalition of California mayors. "The Pension Reform Act of 2014" would,
a
among other things, allow local agencies to negotiate a reduction in future pension
obligations for current employees to provide stable employment opportunities and
ensure that local governments are able to continue to fund governmental services and
infrastructure.
Section 2: The recitals provided in this resolution are true and correct and are
hereby incorporated into the substantive portion of this resolution.
Section 3: This resolution shall take effect immediately upon its adoption by
the City Council, and the City Clerk shall certify the vote adopting this resolution.
ADOPTED this 11 day of February, 2014.
ATTEST:
Leilani I. Brown
City Clerk
Rush N. Hill, II
Mayor
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