HomeMy WebLinkAbout03 - Enhanced Retirement & Cafeteria Plan BenefitsJune 13, 2000
Agenda Item 3
CITY OF NEWPORT BEACH
HUMAN RESOURCES DEPARTMENT
TO: Mayor and City Council D I .,
FROM: Sharon Wood, Assistant City Manager . f/""
SUBJECT: Implementation of Enhanced Retirement and Cafeteria Plan Benefits
for Miscellaneous Employees and Marine Safety Officers
RECOMMENDATION
Adopt the following Resolutions:
A Resolution of the City Council of the City of Newport Beach only with Respect to
Members of the Newport Beach City Employees Association, Fixing the Employer's
Contribution under the Public Employees' Medical and Hospital Care Act
2. A Resolution of the City Council of the City of Newport Beach only with Respect to
Members of the Newport Beach Employees League, Fixing the Employer's
Contribution under the Public Employees' Medical and Hospital Care Act
3. A Resolution of the City Council of the City of Newport Beach only with Respect to
Members of the Newport Beach Professional and Technical Employees Association,
Fixing the Employer's Contribution under the Public Employees' Medical and
Hospital Care Act
4. A Resolution of the City Council of the City of Newport Beach only with Respect to
Members of the Newport Beach Key and Management Employees, Fixing the
Employer's Contribution under the Public Employees' Medical and Hospital Care
Act
A Resolution of the City Council of the City of Newport Beach only with Respect to
Members of the Newport Beach Marine Safety Officers Association, Fixing the
Employer's Contribution under the Public Employees' Medical and Hospital Care
Act
6. A Resolution of the City Council of the City of Newport Beach only with Respect to
Members of the Newport Beach City Council, Fixing the Employer's Contribution
under the Public Employees' Medical and Hospital Care Act
7. A Resolution of the City Council of the City of Newport Beach Declaring its
Intention to Approve an Amendment to Contract Between the Board of
Administration, California Public Employees' Retirement System and the City
Council, City of Newport Beach
DISCUSSION
The City Council approved Supplemental Memoranda of Understanding with the three
non - safety employee associations on April 25, 2000. These Supplemental MOUs
establish a flexible benefits (cafeteria) plan, improve funding for the retiree medical
insurance plan, and provide the 2% @ 55 retirement plan. City Council adoption of the
resolutions attached to this report is required to implement the cafeteria plan and the new
retirement plan. Funding of the retiree medical plan will be accomplished through
increased payroll deductions and City contributions, concurrent with the effective date of
the new retirement plan. A new MOU with the Marine Safety Officers Association is on
this Council agenda. It includes the same agreements regarding the cafeteria plan and the
retiree medical insurance program as the miscellaneous employees' Supplemental MOUs.
The other public safety associations have requested that discussion of these items be
included in their negotiations for an enhanced retirement program.
The California Public Employees' Retirement System (PERS) HealthCare program,
which the City joined in 1993, requires local agencies to provide an equal monthly
contribution for both active and retired members. Newport Beach's contribution for
active employees has been higher than for retirees, and the City has an agreement with
PERS to equalize these contributions over time. Introduction of the cafeteria plan allows
the City to correct this situation by establishing the contribution for both active and
retired employees at $16 per month, the minimum amount required by PERS. This
contribution will be deducted from the amount available to active employees for their
cafeteria plan, as provided in the Supplemental MOUs. Separate Resolutions are required
for each employee association, as well as for the City Council and Key and Management
employees, who also will be eligible for the cafeteria plan.
An amendment to the City's contract with PERS is required to provide the 2% @ 55
retirement benefit. The first step in the amendment process is adoption of the attached
Resolution of Intention, which notifies the public that the City Council is considering this
action. No sooner than 20 days after adoption of the Resolution, the City Council may
adopt an ordinance authorizing the amendment. Staff intends to place this ordinance on
the agenda for July 11, 2000.
2
RESOLUTION NO. 2000 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH ONLY WITH RESPECT TO
MEMBERS OF THE NEWPORT BEACH CITY EMPLOYEES
LEAGUE, FIXING THE EMPLOYER'S CONTRIBUTION UNDER THE
PUBLIC EMPLOYEES' MEDICAL AND HOSPITAL CARE ACT
WHEREAS (1) Government Code Section 22825.6 provides that a local
agency contracting under the Public Employees' Medical
and Hospital Care Act shall fix the amount of the
employer's contribution at an amount not less than the
amount required under Section 22825 of the Act; and
WHEREAS, (2) City of Newport Beach, hereinafter referred to as Public
Agency is local agency contracting under the Act for
participation by members of the Newport Beach City
Employees League; and
NOW, THEREFORE, BE IT RESOLVED, AS FOLLOWS:
(a) That the employer's contribution for each employee or
annuitant shall be the amount necessary to pay the full cost
of his/her enrollment, including the enrollment of his/her
family members in a health benefits plan up to a maximum
of $16.00 per month; plus administrative fees and
contingency reserve fund assessments; and
(b) That the City Council appoint and direct, and it does hereby
appoint and direct Sharon Wood, Assistant City Manager,
to file with the Board of Administration of the Public
Employees' Retirement System a verified copy of this
Resolution, and to perform on behalf of said Public Agency
all functions required of it under the Act and Regulations of
the Board of Administration; and
(c) That coverage under the Act be effective on or after July
12, 2000.
ADOPTED at the regular meeting of the City Council at
Newport Beach, California on this day of
June 2000
Signed:
ATTEST:
CITY CLERK
Mayor
RESOLUTION NO. 2000 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH ONLY WITH RESPECT TO MEMBERS OF
THE NEWPORT BEACH CITY EMPLOYEES ASSOCIATION,
FIXING THE EMPLOYER'S CONTRIBUTION UNDER THE
PUBLIC EMPLOYEES' MEDICAL AND HOSPITAL CARE ACT
WHEREAS (1) Government Code Section 22825.6 provides that a local
agency contracting under the Public Employees' Medical
and Hospital Care Act shall fix the amount of the
employer's contribution at an amount not less than the
amount required under Section 22825 of the Act; and
WHEREAS, (2) City of Newport Beach, hereinafter referred to as Public
Agency is local agency contracting under the Act for
participation by members of the Newport Beach Employees
League; and
NOW, THEREFORE, BE IT RESOLVED, AS FOLLOWS:
(a) That the employer's contribution for each employee or
annuitant shall be the amount necessary to pay the full cost
of his/her enrollment, including the enrollment of his/her
family members in a health benefits plan up to a maximum
of $16.00 per month; plus administrative fees and
contingency reserve fund assessments; and
(b) That the City Council appoint and direct, and it does hereby
appoint and direct Sharon Wood, Assistant City Manager,
to file with the Board of Administration of the Public
Employees' Retirement System a verified copy of this
Resolution, and to perform on behalf of said Public Agency
all functions required of it under the Act and Regulations of
the Board of Administration; and
(c) That coverage under the Act be effective on or after July
12, 2000.
ADOPTED at the regular meeting of the City Council at
Newport Beach, California on this day of
June 2000
Signed:
ATTEST:
CITY CLERK
Mayor
RESOLUTION NO. 2000 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH ONLY WITH RESPECT TO MEMBERS OF
THE NEWPORT BEACH PROFESSIONAL AND TECHNICAL
ASSOCIATION, FIXING THE EMPLOYER'S CONTRIBUTION UNDER
THE PUBLIC EMPLOYEES' MEDICAL AND HOSPITAL CARE ACT
WHEREAS (1) Government Code Section 22825.6 provides that a local
agency contracting under the Public Employees' Medical
and Hospital Care Act shall fix the amount of the
employer's contribution at an amount not less than the
amount required under Section 22825 of the Act; and
WHEREAS, (2) City of Newport Beach, hereinafter referred to as Public
Agency is local agency contracting under the Act for
participation by members of the Professional and Technical
Association; and
NOW, THEREFORE, BE IT RESOLVED, AS FOLLOWS:
(a) That the employer's contribution for each employee or
annuitant shall be the amount necessary to pay the full cost
of his/her enrollment, including the enrollment of his/her
family members in a health benefits plan up to a maximum
of $16.00 per month; plus administrative fees and
contingency reserve fund assessments; and
(b) That the City Council appoint and direct, and it does hereby
appoint and direct Sharon Wood, Assistant City Manager,
to file with the Board of Administration of the Public
Employees' Retirement System a verified copy of this
Resolution, and to perform on behalf of said Public Agency
all functions required of it under the Act and Regulations of
the Board of Administration; and
(c) That coverage under the Act be effective on or after July
12, 2000.
ADOPTED at the regular meeting of the City Council at
Newport Beach, California on this day of
June 2000
Signed:
ATTEST:
CITY CLERK
Mayor
RESOLUTION NO. 2000 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH ONLY WITH RESPECT TO MEMBERS OF
THE NEWPORT BEACH KEY AND MANAGEMENT EMPLOYEES,
FIXING THE EMPLOYER'S CONTRIBUTION UNDER THE
PUBLIC EMPLOYEES' MEDICAL AND HOSPITAL CARE ACT
WHEREAS (1) Government Code Section 22825.6 provides that a local
agency contracting under the Public Employees' Medical
and Hospital Care Act shall fix the amount of the
employer's contribution at an amount not less than the
amount required under Section 22825 of the Act; and
WHEREAS, (2) City of Newport Beach, hereinafter referred to as Public
Agency is local agency contracting under the Act for
participation by members of the Key and Management
Employees; and
NOW, THEREFORE, BE IT RESOLVED, AS FOLLOWS:
(a) That the employer's contribution for each employee or
annuitant shall be the amount necessary to pay the full cost
of his/her enrollment, including the enrollment of his/her
family members in a health benefits plan up to a maximum
of $16.00 per month; Plus administrative fees and
Contingency Reserve Fund Assessments; and
(b) That the City Council appoint and direct, and it does hereby
appoint and direct Sharon Wood, Assistant City Manager,
to file with the Board of Administration of the Public
Employees' Retirement System a verified copy of this
Resolution, and to perform on behalf of said Public Agency
all functions required of it under the Act and Regulations of
the Board of Administration; and
(c) That coverage under the Act be effective on or after July
12, 2000.
ADOPTED at the regular meeting of the City Council at
Newport Beach, California on this day of
June 2000
Signed:
ATTEST:
CITY CLERK
Mayor
RESOLUTION NO. 2000 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH ONLY WITH RESPECT TO
MEMBERS OF THE NEWPORT BEACH MARINE SAFETY OFFICERS
ASSOCIATION, FIXING THE EMPLOYER'S CONTRIBUTION UNDER THE
PUBLIC EMPLOYEES' MEDICAL AND HOSPITAL CARE ACT
WHEREAS (1) Government Code Section 22825.6 provides that a local
agency contracting under the Public Employees' Medical
and Hospital Care Act shall fix the amount of the
employer's contribution at an amount not less than the
amount required under Section 22825 of the Act; and
WHEREAS, (2) City of Newport Beach, hereinafter referred to as Public
Agency is local agency contracting under the Act for
participation by members of the Newport Beach Marine
Safety Officers Association; and
NOW, THEREFORE, BE IT RESOLVED, AS FOLLOWS:
(a) That the employer's contribution for each employee or
annuitant shall be the amount necessary to pay the full cost
of his/her enrollment, including the enrollment of his/her
family members in a health benefits plan up to a maximum
of $16.00 per month; plus administrative fees and
contingency reserve fund assessments; and
(b) That the City Council appoint and direct, and it does hereby
appoint and direct Sharon Wood, Assistant City Manager,
to file with the Board of Administration of the Public
Employees' Retirement System a verified copy of this
Resolution, and to perform on behalf of said Public Agency
all functions required of it under the Act and Regulations of
the Board of Administration; and
(c) That coverage under the Act be effective on or after July
12, 2000.
ADOPTED at the regular meeting of the City Council at
Newport Beach, California on this day of
June 2000
Signed:
ATTEST:
CITY CLERK
Mayor
RESOLUTION NO. 2000 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH ONLY WITH RESPECT TO
MEMBERS OF THE NEWPORT BEACH CITY COUNCIL,
FIXING THE EMPLOYER'S CONTRIBUTION UNDER THE
PUBLIC EMPLOYEES' MEDICAL AND HOSPITAL CARE ACT
WHEREAS (1) Government Code Section 22825.6 provides that a local
agency contracting under the Public Employees' Medical
and Hospital Care Act shall fix the amount of the
employer's contribution at an amount not less than the
amount required under Section 22825 of the Act; and
WHEREAS, (2) City of Newport Beach, hereinafter referred to as Public
Agency is local agency contracting under the Act for
participation by members of the Newport Beach City
Council; and
NOW, THEREFORE, BE IT RESOLVED, AS FOLLOWS:
(a) That the employer's contribution for each employee or
annuitant shall be the amount necessary to pay the full cost
of his/her enrollment, including the enrollment of his/her
family members in a health benefits plan up to a maximum
of $16.00 per month; plus administrative fees and
contingency reserve fund assessments; and
(b) That the City Council appoint and direct, and it does hereby
appoint and direct Sharon Wood, Assistant City Manager,
to file with the Board of Administration of the Public
Employees' Retirement System a verified copy of this
Resolution, and to perform on behalf of said Public Agency
all functions required of it under the Act and Regulations of
the Board of Administration; and
(c) That coverage under the Act be effective on or after July
12, 2000.
ADOPTED at the regular meeting of the City Council at
Newport Beach, California on this day of
June 2000
Signed:
ATTEST:
CITY CLERK
Mayor
RESOLUTION NO. 2000-
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF NEWPORT BEACH
DECLARING ITS INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE BOARD OF ADMINISTRATION
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE CITY COUNCIL CITY OF NEWPORT BEACH
WHEREAS, the Public Employees' Retirement Law permits the participation of public
agencies and their employees in the Public Employees' Retirement System
by the execution of a contract, and sets forth the procedure by which said
public agencies may elect to subject themselves and their employees to
amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption
by the governing body of the public agency of a resolution giving notice of
its intention to approve an amendment to said contract, which resolution
shall contain a summary of the change proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide Section 21354 (2% @ 55 Full formula) for local
miscellaneous members.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Newport
Beach does hereby give notice of intention to approve an amendment to the
contract between the City and the Board of Administration of the Public
Employees Retirement System, a copy of said amendment being attached
hereto as an "Exhibit" and by this reference made a part hereof.
Passed and adopted by the City Council of the City of Newport Beach at a
regular meeting held on the 13`h day of June 2000.
MAYOR
ATTEST:
CITY CLERK
A6Re,--
Ca1PERS
California
Public Employees' Retirement System
EXHIBIT
\ \II:A103311 Egli 61 � V I0I" D - I
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Newport Beach
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective July 1,
1945, and witnessed April 27, 1945, and as amended effective March 1, 1948,
November 1, 1951, April 1, 1956, October 31, 1970, September 18, 1971, December
11, 1971, September 24, 1977, December 18, 1977, June 17, 1978, March 24, 1979,
June 30, 1979, January 12, 1989, December 2, 1989 and June 12, 1996 which provides
for participation of Public Agency in said System, Board and Public Agency hereby
agree as follows:
A. Paragraphs 1 through 12 are hereby stricken from said contract as executed
effective June 12, 1996, and hereby replaced by the following paragraphs
numbered 1 through 12 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age" shall
mean age 55 for local miscellaneous members and age 50 for local safety
members.
!..EASE DO NOT SIGN "EXHIBIT ONLY'
2. Public Agency shall participate in the Public Employees' Retirement
System from and after July 1, 1945 making its employees as hereinafter
provided, members of said System subject to all provisions of the Public
Employees' Retirement Law except such as apply only on election of a
contracting agency and are not provided for herein and to all amendments
to said Law hereafter enacted except those, which by express provisions
thereof, apply only on the election of a contracting agency.
3. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members);
b. Local Police Officers (herein referred to as local safety members);
C. Ocean Beach Lifeguards (included as local safety members);
d. Employees other than local safety members (herein referred to as
local miscellaneous members).
4. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. CADETS; AND
b. RESERVE OFFICERS.
5. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member shall
be determined in accordance with Section 21354 of said Retirement Law
(2% at age 55 Full).
6. The percentage of final compensation to be provided for each year of
credited prior and current service as a local safety member shall be
determined in accordance with Section 21362 of said Retirement Law (2%
at age 50 Full).
7. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20421 ( "Local Safety Member" shall include ocean beach
lifeguards of a city as described in Government Code Section
20421).
b. Section 21573 (Third Level of 1959 Survivor Benefits) for local
miscellaneous members.
%.
PLEASE DO NOT SIGN "EXHIBIT ONI_
C. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local
safety members.
d. Section 21024 (Military Service Credit as Public Service), Statutes
of 1976.
e. Section 21389 (Second Opportunity to Elect 1959 Survivor
Benefits) for local miscellaneous members. Legislation repealed
said Section effective September 27, 1979.
Section 20965 (Credit for Unused Sick Leave) for local
miscellaneous members.
g. Section 20042 (One -Year Final Compensation).
8. Public Agency, in accordance with Government Code Section 20790,
ceased to be an "employer" for purposes of Section 20834 effective on
September 24, 1977. Accumulated contributions of Public Agency shall
be fixed and determined as provided in Government Code Section 20834,
and accumulated contributions thereafter shall be held by the Board as
provided in Government Code Section 20834.
9. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members and local safety members of said
Retirement System.
10. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959
Survivor Benefits provided under Section 21573 of said Retirement
Law. (Subject to annual change.) In addition, all assets and
liabilities of Public Agency and its employees shall be pooled in a
single account, based on term insurance rates, for survivors of all
local miscellaneous members.
b. Contributions required per covered member on account of the 1959
Survivor Benefits provided under Section 21574 of said Retirement
Law. (Subject to annual change.) In addition, all assets and
liabilities of Public Agency and its employees shall be pooled in a
single account, based on term insurance rates, for survivors of all
local safety members.
C. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
d. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
11. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
12. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the day of
BOARD OF ADMINISTRATION \\`� CITY COUNCIL
PUBLIC EMPLOYEES' RETIRE T SYSTEM CITY OF NEWPORT BEACH
BY
KENNETH W
ACTUARIAL
PUBLIC EMP
AMENDMENT
PERS- CON -702A (Rev. 8 \96)
BY
N, CHIEF PRESIDING OFFIC
:DYER SERVICES DIVISION
S' RETIREMENT SYSTEM
ss Date
Attest:
Clerk