HomeMy WebLinkAbout05 - Public Safety Association MOUsAugust 8, 2000
Agenda Item No. 5
CITY OF NEWPORT BEACH
Administrative Services Department
Accounting —Revenue —Fiscal Services —Management Information Services —Resource Allocation
August 8, 2000
TO: HONORABLE MAYOR AND MEMBER THE CITY COUNCIL
From: Sharon Wood, Assistant City Man er
SUBJECT: SUPPLEMENTAL MOUs FOR PUBLIC SAFETY ASSOCIATIONS
Recommendation: Approval of the attached SMOUs.
Executive Summary: This agenda item brings a Supplemental Memorandum of Understanding
(SMOU) for each of the City's five Public Safety Associations to the City Council for approval.
Each of the SMOUs contains provisions for implementing the 3 % @55 enhanced retirement
system in conjunction with corresponding cost reduction measures in other areas.
Background: Enhanced retirement programs were authorized by the legislature and made
available by CalPERS this year. Several months ago, Newport Beach Public Safety Associations
requested participation in one of the new programs. At that time, the City Council took the
position of interposing no objection to the programs as long as they were implemented on a cost
neutral basis. Staff was directed to meet and confer with Association representatives accordingly.
This proved to be a long and complicated undertaking.
In addition to working with cost information provided by CalPERS, an outside actuary (John
Bartel of Aon) was hired by the City to provide projections on where the costs of this program
were likely to go over the coming years. In addition, a number of different cost reduction options
were developed and analyzed. Many of these were eventually presented to the Associations. The
Associations originally preferred the 3 % @50 plan, but it proved to be too costly (in terms of
corresponding reductions needed) for them to pursue at this time. However, tentative agreement
was reached on the 3 % @55 plan, which is substantially less costly (approximately 7% of pay
difference). During the closed session of July 25, the City Council was presented with
information regarding the tentative agreement and specific cost reduction measures.
This evening's agenda item is the second of three separate City Council actions needed to
implement the enhanced retirement system for Public Safety employees. On July 25, the City
Council adopted a Resolution of Intention to provide this benefit. At this meeting, the SMOUs
are being presented for approval. An ordinance will be presented for approval at the City Council
meeting on August 22.
SUPPLEMENTAL
MEMORANDUM OF UNDERSTANDING
This supplemental Memorandum of Understanding amends the Memorandum of Understanding
between the City of Newport Beach and the Newport Beach Police Management Association dated
January 1, 1999 through December 31, 2001. Except as modified by this supplemental MOU, all
the provisions of the Memorandum of Understanding between the City and the Newport Beach
Police Management Association remain unchanged.
The City and the Newport Beach Police Management Association agree as follows:
A. RETIREMENT
The City will immediately commence the process of amending its contract with the Public
Employees' Retirement System to implement the 3% at 55 Retirement Program. The
program will be implemented September 1, 2000; or as soon thereafter as possible. The
ongoing cost of this retirement change shall be home by the City.
B. RETIREE MEDICAL PROGRAM
An employee is eligible for retiree medical benefits after seven years of service if the
employee retires from the City and is a PERS annuitant.
Effective immediately, the City shall implement the $400 cap for retiree medical
insurance contributions as currently provided for in the Memorandum of
Understanding between the City and the Newport Beach Police Management
Association. In accordance with existing agreements, the City and active employees
shall be responsible for 3 14ths (1/2 City and 1/4 actives) of retiree medical insurance
cost to a maximum of $400. Retirees shall be responsible for the remaining 1/4.
The employee's share of the retirement contribution in accordance with the
formulas set forth above shall be $27.47 per month. Subsequent contribution
levels shall be set in July, annually, in accordance with the formula described above.
2. In addition to the contributions in B1 above, effective August, 2000, current
employees shall contribute $10 per month and the City shall contribute $20 per
employee per month to accumulate funds to meet unfunded retiree medical
liabilities. This contribution shall continue until the liability is fully funded.
3. The City shall maintain separate, interest bearing accounts for current and reserve
retiree medical funding. Statements of these accounts shall be available to all
affected employee organizations.
C. DIRECT DEPOSIT
Effective immediately, all unit employees shall participate in the direct deposit program
D. SMOU LOOKBACK
"Lookback" adjustments due unit employees effective July, 2000, shall reduced by .13 %.
NBPMA Supplemental
Page 2
The final lookback required under agreements between the City and the Newport Beach
Police Management Association for July, 2001, shall be eliminated.
Except as provided herein, the Memorandum of Understanding between the City and the Newport
Beach Police Management Association remains in full force and effect. This supplemental
Memorandum of Understanding shall be incorporated into the Memorandum of Understanding
between the City and Association for the contract period beginning January 1, 2002.
FOR THE CITY OF NEWPORT BEACH FOR THE NEWPORT BEACH
POLICE MANAGEMENT ASSOCIATION
SUPPLEMENTAL
MEMORANDUM OF UNDERSTANDING
This supplemental Memorandum of Understanding amends the Memorandum of Understanding
between the City of Newport Beach and the Newport Beach Police Employees Association dated
January 1, 1999 through December 31, 2000. Except as modified by this supplemental MOU, all
the provisions of the Memorandum of Understanding between the City and the Newport Beach
Police Employees Association remain unchanged.
The City and the Newport Beach Police Employees Association agree as follows:
A. RETIREMENT
Non -Swom -
The City has amended its contract with the Public Employees' Retirement System to
implement the 2% at 55 Retirement Program. The program was implemented July
12, 2000. The ongoing cost of this retirement change shall be borne by the City.
2. Sworn -
The City will immediately commence the process of amending its contract with the
Public Employees' Retirement System to implement the 3% at 55 Retirement
Program. The program will be implemented September 1, 2000; or as soon
thereafter as possible. The ongoing cost of this retirement change shall be borne by
the City.
B. CAFETERIA PLAN
Effective October, 2000, or as soon as possible thereafter, the City shall implement an IRS
qualified Cafeteria Plan. The City contribution toward the Cafeteria Plan shall be $384. In
addition, the City shall contribute a total of $16 towards medical insurance. Employees
shall have the option of allocating Cafeteria Plan contributions towards the City's existing
medical,dental and vision insurances /programs. The City and the Newport Beach Police
Employees Association will cooperate in pursuing additional optional benefits to be
available through the Cafeteria Plan.
Any unused funds shall be payable to the employee as taxable cash back. Employees shall
be allowed to change coverages in accordance with plan rules during regular open
enrollment periods.
C. DIRECT DEPOSIT
Effective immediately, all unit employees shall participate in the direct deposit program.
D. RETIREE MEDICAL PROGRAM
An employee is eligible for retiree medical benefits under this program after seven years of
service to the City of Newport Beach if the employee retires from the City and is a PERS
annuitant. This program is inclusive of an employee's right to medical insurance
NBPEA Supplemental
Page 2
coverage under the Ca1PERS medical insurance plan and the mandatory minimum of $16
per month employer contribution to said plan on behalf of the annuitant.
Effective immediately, the City shall implement the $400 per month cap for retiree
medical insurance premium contributions as provided for in Section 3, A (5) of the
Memorandum of Understanding between the City and the Newport Beach Police
Employees Association. The City and active employees shall be responsible for
3 /4ths (1/2 City and 1/4 actives) of retiree medical insurance premium under this
program to a maximum of $400. Retirees shall be responsible for any remaining
medical insurance premiums Concurrent with implementation of the 2% at 55
PERS upgrade and the Cafeteria Plan, for NBPEA unit employees, the current
$15.12 per month employee deduction for retiree medical insurance shall be
increased to $27.47 per month.
Subsequent contribution levels shall be set as needed in the month of July per the
formula described above. Prior to increasing the deductions for the employee's
contribution share, the City shall provide NBPEA with documentation supporting
the need for said increase at least 90 days in advance of the effective date of the
increase. Upon request, City representatives will meet and consult with NBPEA
prior to any increases in employee deduction levels.
2. In order to accumulate funds to meet the potential unfunded liability in retiree
medical insurance premium payments as projected by the City's actuary and in
addition to the contribution in Dl above; effective August, 2000, each NBPEA unit
employee will contribute $10 per month and the City shall contribute $20 per
employee per month into an interest bearing trust account. These contributions will
be continued until the projected liability is satisfactorily funded (approximately 30
years), or until such time as the City and NBPEA mutually agree to end the funding
on behalf of NBPEA members.
Accumulated funds from the employee and employer contributions described above
shall be held separate from the City's general fund. These funds shall be kept in an
interest bearing account and may only be used to pay for unfunded retiree medical
insurance premiums not covered by the funds collected under C 1 above.
In the event the retiree medical insurance program described herein is discontinued,
NBPEA members will receive an accounting on any remaining funds and the City
will immediately meet and confer with NBPEA on the distribution of said funds
back to active (not retired/full -time) City employees in the NBPEA unit.
The City will provide NBPEA with an annual report certified by the City Finance
Director describing the balance, interest earnings, and any expenditures of the trust
account described herein.
NBPEA Supplemental
Page 3
3. The City agrees to meet and confer with NBPEA upon request with regards to
alternative programs and/or funding methods for retiree medical insurance
premiums for NBPEA members. This will include but not be limited to IRS 401 -A
plans and/or NBPEA sponsored variable and universal annuity type plans for
individual members.
E. SMOU LOOKBACK - SWORN EMPLOYEES
"Lookback" adjustments due Swom unit employees effective July, 2000, shall reduced by
.13 %. The final lookback required under agreements between the City and the Newport
Beach Police Employees Association for July, 2001, shall be eliminated. The lookback for
non -swom employees shall not be affected by this section.
F. CONTINUING DISCUSSIONS
The City and the Newport Beach Police Employees Association agree to continue
discussions, in conjunction with other affected employee organizations, on possible
implementation of other supplemental and/or individual retiree medical insurance accounts.
Except as provided herein, the Memorandum of Understanding between the City and the Newport
Beach Police Employees Association remains in full force and effect. This supplemental
Memorandum of Understanding shall be incorporated into the Memorandum of Understanding
between the City and Association for the contract period beginning January 1, 2001.
FOR THE CITY OF NEWPORT BEACH FOR THE NEWPORT BEACH POLICE
EMPLOYEES ASSOCIATION
SUPPLEMENTAL
MEMORANDUM OF UNDERSTANDING
This supplemental Memorandum of Understanding amends the Memorandum of Understanding
between the City of Newport Beach and the Newport Beach Fire Management Association dated
January 1, 1999 through December 31, 2001. Except as modified by this supplemental MOU, all
the provisions of the Memorandum of Understanding between the City and the Newport Beach
Fire Management Association remain unchanged.
The City and the Newport Beach Fire Management Association agree as follows:
A. RETIREMENT
The City will immediately commence the process of amending its contract with the Public
Employees' Retirement System to implement the 3% at 55 Retirement Program.The
program will be implemented September 1, 2000; or as soon thereafter as possible. The
ongoing cost of this retirement change shall be borne by the City.
B. RETIREE MEDICAL PROGRAM
An employee is eligible for retiree medical benefits after seven years of service if the
employee retires from the City and is a PERS annuitant.
Effective immediately, the City shall implement the $400 cap for retiree medical
insurance contributions as currently provided for in the Memorandum of
Understanding between the City and the Newport Beach Fire Management
Association. In accordance with existing agreements, the City and active employees
shall be responsible for 3 /4ths (1/2 City and 1/4 actives) of retiree medical insurance
cost to a maximum of $400. Retirees shall be responsible for the remaining 1/4.
The employee's share of the retirement contribution in accordance with the
formulas set forth above shall be $27.47 per month. Subsequent contribution
levels shall be set in July, annually, in accordance with the formula described above.
2. In addition to the contributions in B 1 above, effective August, 2000, current
employees shall contribute $10 per month and the City shall contribute $20 per
employee per month to accumulate funds to meet unfunded retiree medical
liabilities. This contribution shall continue until the liability is fully funded.
3. The City shall maintain separate, interest bearing accounts for current and reserve
retiree medical funding. Statements of these accounts shall be available to all
affected employee organizations.
C. DIRECT DEPOSIT
Effective immediately, all unit employees shall participate in the direct deposit program.
D. SALARY ADJUSTMENTS
1. SMOU "LookbacV. The final lookback required under the SMOU agreement
NBFMA Supplemental
Page 2
between the City and NBFA in July, 2001, shall be eliminated.
Except as provided herein, the Memorandum of Understanding between the City and the Newport
Beach Fire Management Association remains in full force and effect. This supplemental
Memorandum of Understanding shall be incorporated into the Memorandum of Understanding
between the City and Association for the contract period beginning January 1, 1999 through
December 31, 2001.
FOR THE CITY OF NEWPORT BEACH FOR THE NEWPORT BEACH
FIRE MANAGEMENT ASSOCIATION
SUPPLEMENTAL
MEMORANDUM OF UNDERSTANDING
This supplemental Memorandum of Understanding amends the Memorandum of Understanding
between the City of Newport Beach and the Newport Beach Firefighters Association dated January
1, 1999 through December 31, 2001. Except as modified by this supplemental MOU, all the
provisions of the Memorandum of Understanding between the City and the Newport Beach
Firefighters Association remain unchanged.
The City and the Newport Beach Firefighters Association agree as follows:
A. RETIREMENT
The City will immediately commence the process of amending its contract with the Public
Employees' Retirement System to implement the 3% at 55 Retirement Programs. The
program will be implemented September 1, 2000; or as soon thereafter a possible. The
ongoing cost of this retirement change shall be bome by the City.
B. RETIREE MEDICAL PROGRAM
An employee is eligible for retiree medical benefits after seven years of service if the
employee retires from the City and is a PERS annuitant.
Effective immediately, the City shall implement the $400 cap for retiree medical
insurance contributions as currently provided for in the Memorandum of
Understanding between the City and the Newport Beach Firefighters Employees
Association. In accordance with existing agreements, the City and active employees
shall be responsible for 3 /4ths (1/2 City and 1/4 actives) of retiree medical insurance
cost to a maximum of $400. Retirees shall be responsible for the remaining 1/4.
The employee's share of the retirement contribution in accordance with the
formulas set forth above shall be $27.47 per month. Subsequent contribution levels
shall be set in July, annually, in accordance with the formula described above.
2. In addition to the contributions in B 1 above, effective August, 2000, current
employees shall contribute $10 per month and the City shall contribute $20 per
employee per month to accumulate funds to meet unfunded retiree medical
liabilities. This contribution shall continue until the liability is fully funded.
3. The City shall maintain separate, interest bearing accounts for current and reserve
retiree medical funding. Statements of these accounts shall be available to all
affected employee organizations.
C. DIRECT DEPOSIT
Effective immediately, all unit employees shall participate in the direct deposit program.
D. SALARY ADJUSTMENTS
The salary adjustment due unit employees the first payroll period in January , 2001
shall be reduced by .13% to 2.87 %.
NBFA Supplemental
Page 2
2. SMOU "LookbacV. The final lookback required under the SMOU agreement
between the City and NBFA in July, 2001, shall be eliminated.
Except as provided herein, the Memorandum of Understanding between the City and the Newport
Beach Firefighters Association remains in full force and effect. This supplemental Memorandum
of Understanding shall be incorporated into the Memorandum of Understanding between the City
and Association for the contract period beginning January 1, 1999 through December 31, 2001.
FOR THE CITY OF NEWPORT BEACH FOR THE NEWPORT BEACH
FIREFIGHTERS ASSOCIATION
SUPPLEMENTAL
MEMORANDUM OF UNDERSTANDING
This supplemental Memorandum of Understanding amends the Memorandum of Understanding
between the City of Newport Beach and the Newport Beach Marine Safety Officers Association
dated July 1, 1999 through June 30, 2002. Except as modified by this supplemental MOU, all the
provisions of the Memorandum of Understanding between the City and the Newport Beach Marine
Safety Officers Association remain unchanged.
The City and the Newport Beach Marine Safety Officers Association agree as follows:
A. RETIREMENT
The City will immediately commence the process of amending its contract with the Public
Employees' Retirement System to implement the 3% at 55 Retirement Program.The
program will be implemented September 1, 2000; or as soon thereafter as possible. The
ongoing cost of this retirement change shall be borne by the City.
B. DIRECT DEPOSIT
Effective immediately, all unit employees shall participate in the direct deposit program.
C. SALARY
Salaries for unit classfications are set in a specified relationship to Firefighter
classifications (Section 2.B.1) The City and NBMSOA acknowledge that Fire
classifications have had salaries reduced as follows as a part of the agreement to implement
the 3 % @55 retirement program as follows:
The salary adjustment due unit employees the first payroll period in January
2001 shall be reduced by. 13% to 2.87 %.
2. SMOU "Lookback". The final lookback required under the SMOU
agreement between the City and NBFA in July, 2001, shall be eliminated.
Except as provided herein, the Memorandum of Understanding between the City and the Newport
Beach Marine Safety Officers Association remains in full force and effect. This supplemental
Memorandum of Understanding shall be incorporated into the Memorandum of Understanding
between the City and Association for the contract period beginning July 1, 1999 through June 30,
2002.
FOR THE CITY OF NEWPORT BEACH FOR THE NEWPORT BEACH
MARINE SAFETY OFFICERS
ASSOCIATION