HomeMy WebLinkAbout04 - Police Employees Retirement 3%@50AGENDA ITEM
TO: Mayor and City Council
FROM: Sharon Wood, Assistant City Manager
SUBJECT: Implementation of 3 % @50 Retirement for Police Employees
Recommendation
Introduce the following Ordinance:
An Ordinance of the City Council of the City of Newport Beach Authorizing an
Amendment to the Contract Between the City and the Board of Administration of the
California Public Employees' Retirement System
Discussion
The City Council, on July 23, 2002, adopted a resolution of intention to approve an
amendment to the City's PERS contract that will provide the 3 % @50 retirement benefit
for the Police Employees and Police Management bargaining units. Memoranda of
Understanding with these associations provide that this benefit will be implemented no
later than December 1, 2002. Adoption of the Ordinance is the next step in the process.
The contract amendment attached to the proposed Ordinance indicates that November 30,
2002 will be the effective date of the amendment.
ORDINANCE NO.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF NEWPORT BEACH
AUTHORIZING AN AMENDMENT TO THE CONTRACT BETWEEN THE CITY AND THE
BOARD OF ADMINISTRATION OF THE CALIFORNIA PUBLIC EMPLOYEES'
RETIREMENT SYSTEM
The City Council of the City of Newport Beach does hereby ordain as follows:
Section 1. That an amendment to the contract between the City of Newport Beach and the Board
of Administration, California Public Employees' Retirement System is hereby authorized, a copy of
said amendment being attached hereto, marked Exhibit "A," and by such reference made a part hereof
as though set out in full.
Section 2. The Mayor of the City of Newport Beach is hereby authorized, empowered and directed
to execute said amendment for and on behalf of the City.
Section 3. This Ordinance shall take effect thirty (30) days after its adoption, and prior to the
expiration of fifteen (15) days from the passage thereof shall be published once in the Daily Pilot, a
newspaper of general circulation, published in Costa Mesa and circulated in the City of Newport
Beach, and thenceforth and thereafter shall be in full force and effect.
Adopted and approved this day of August 2002 by the following vote:
AYES, COUNCILMEMBERS
NAYS, COUNCILMEMBERS _
ABSTAIN, COUNCILMEMBERS
Tod W. Ridgeway, Mayor
Attest:
City Clerk
C
RN,
Ca1PERS
California
Public Employees' Retirement System
EXHIBIT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Newport Beach
44001`_.
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, June 12, 1996, July 12, 2000, August 26, 2000 and June 15, 2002 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 15, 2002, and hereby replaced by the following paragraphs numbered 1 through
13 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; age 55 for local fire members and ocean beach
lifeguards; and age 50 for local police members.
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. _
PLEASE DO NOT SIGN "EXHIBIT ONLY"
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 local fire members and ocean beach lifeguards
shall be determined in accordance with Section 21363.1 of said Retirement Law
(3% at age 55 Full).
7. The percentage of final compensation to be provided for each year of credited
prior and current service as a local police member shall be determined in
accordance with Section 21362.2 of said Retirement Law (3% at age 50 Full).
8. 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 21574 (Fourth Level of 1959 Survivor Benefits).
C. Section 21024 (Military Service Credit as Public Service), Statutes of
1976.
d. Section 21389 (Second Opportunity to Elect 1959 Survivor Benefits).
Legislation repealed said Section effective September 27, 1979.
PLEASE DO NOT SIGN "EXHIBIT ONLY"
e. Section 20965 (Credit for Unused Sick Leave) for local miscellaneous
members only.
f. Section 20042 (One -Year Final Compensation). . r .
9. 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.
10. 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.
11. 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 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 miscellaneous members
and local safety members.
b. 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.
C. 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.
12. 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.
C,
J
13. 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 effect on the 30tb day of November
BOARD OF ADMINISTRATION \ CITY COUNCIL �`O-
PUBLIC EMPLOYEES' RETIRli T SYSTEM CITY OF NEWPORT CH
BY
KENNETH W. MARZI
ACTUARIAL & EMPL
PUBLIC EMPLOYEE;
� lJJ
Q~
AMENDMENT
PERS- CON -702A (Rev. 8 \96)
o`V 11.V.
J
BY
FIEF PRESIDING t3F ICER
SERVICES DIVISION:'
IREMENT SYSTEM ;J
•l
Witrjess Date
Attest:
Clerk
I
AGENDA ITEM 6
TO: Mayor and City Council H
FROM: Sharon Wood, Assistant City Manager
t.5-GZ3-
SUBJECT: Implementation of Enhanced Retirement for Police Employees
RECOMMENDATION
Adopt the following resolution:
• 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's memoranda of understanding (MOUs) with the Police Employees and Police
Management Associations provide that the City will amend its contract with PERS to
implement the 3% @ 50 retirement program no later than December 1, 2002.
The attached Resolution of Intention is the first step in implementing the enhanced
retirement plan. Its purpose is to notify the public that the City Council intends to amend
the PERS contract and what the cost of the amendment will be. The Council does not
approve the amendment until adoption of an ordinance, which may not occur until twenty
days after the Resolution of Intention. The ordinance approving the PERS contract
amendment will be on the City Council agendas for August 13 and 27, with the effective
date of the amendment shown as November 30, 2002.
According to the actuarial valuation provided by PERS, this contract amendment will
increase the employer rate for police employees by 6.672 %. The dollar cost will be
$490,977 for December 2002 through June 2003. For future years, the cost will be
approximately $850,000, with increases proportionate to future salary increases. This
• cost should be balanced against the salary provisions of the MOUS. Sworn employees,
who are eligible for the enhanced retirement program, will receive a salary increase of
2% in January 2003, whereas non -sworn employees will receive a 4% increase.
RESOLUTION NO.
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 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 21362.2 (3% @ 50 Full formula) for local police
members only.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
Newport Beach does hereby give notice of its intention to approve an amendment to the
contract between said public agency 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 23rd day of July 2002.
Tod W. Ridgeway, Mayor
ATTEST:
LaVonne M. Harkless, City Clerk
P,
L�
is
Ca1PERS
California
Public Employees' Retirement System
EXHIBIT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Newport Beach
NZ73
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, June 12, 1996, July 12, 2000, August 26, 2000 and June 15, 2002 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 15, 2002, and hereby replaced by the following paragraphs numbered 1 through
13 inclusive:
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; age 55 for local fire members and ocean beach
lifeguards; and age 50 for local police members.
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.
PLEASE DO NOT SIGN "EXHIBIT ONLY"
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 local fire members and ocean beach lifeguards
shall be determined in accordance with Section 21363.1 of said Retirement Law
(3% at age 55 Full).
7. The percentage of final compensation to be provided for each year of credited
prior and current service as a local police member shall be determined in
accordance with Section 21362.2 of said Retirement Law (3% at age 50 Full).
8. 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 21574 (Fourth Level of 1959 Survivor Benefits).
C. Section 21024 (Military Service Credit as Public Service), Statutes of
1976.
d. Section 21389 (Second Opportunity to Elect 1959 Survivor Benefits).
Legislation repealed said Section effective September 27, 1979.
PLEASE DO NOT SIGN "EXHIBIT ONLY"
e. Section 20965 (Credit for Unused Sick Leave) for local miscellaneous
members only.
f. Section 20042 (One -Year Final Compensation).
9. 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.
10. 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.
11. 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 21574 of said Retirement Law.
is (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
and local safety members.
b. 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.
C. 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.
12. 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.
•
1
13. 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' RETa\�EN T SYSTEM CITY OF NEWPORT BEACH
BY I ,V
KENNETH W. MFRI CHIEF
ACTUARIAL & E R SERVICES DI VISION
PUBLIC EMP LETIREMENT SYSTEM
VO
AMENDMENT
PERS- CON -702A (Rev. 8196)
BY r
PRESIDING OFFICE"
�r,}
�e
Witness Date
Attest:
Clerk
LIJ
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