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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From:
Linn Livingston
Subject: Resolution of the City of San
Bernardino Approving a Side Letter
Amending Resolution No. 2001-94,
Implementing the Compensation &
Benefits Plan Between the City of
San Bernardino and the San
Bernardino Confidential/Management
and Unclassified Employees for
Police Safety Management
M/CC Meeting Date: October 6, 2003
Dept:
Human Resources
Date:
September 18, 2003
OR\G\NAL
Synopsis of Previous Council Action:
April 4, 2002 - The Mayor and Common Council adopted Resolution 2002-104,
Resolution establishing Management/Confidential & Unclassified Compensation and
Benefits Plan, amending Sections H-Uniform Allowance and J-Education Incentive Pay,
and adding new sections to Sections I-PERS, Q-Vacation Leave, and X-Holidays, for
Police Safety Management Employees.
Recommended Motion:
1. Adopt resolution.
2. Authorize the Director of Finance to amend the FY 2003-04 Adopted Budget and
transfer $54,944 from the General Government budget (001-092-5011) to the
Police Department budget (various personnel line items).
(}fh/M dA~
Signature
Contact person:
Linn Livinaston
Phone:
384-5161
Supporting data attached:
Yes
Ward:
FUNDING REQUIREMENTS: Amount:
$549.442 (Total) $109.888 (Annual)
Source: (Acct. No.)
(Acct. Description)
General Fund
Finance:
Council Notes:
1Cc:-soiJ 2C()3-c.tl
Agenda Item No. :J1
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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Staff Report
Subiect:
Resolution of the City of San Bernardino approving a side letter amending Resolution No. 2001-
94, implementing the compensation and benefits plan between the City of San Bernardino and
the San Bernardino Confidential/Management and Unclassified Employees for Police
Management.
Back!!round:
Per Resolution No. 2002-104, approved by the Mayor and Common Council adopting a side
letter to Resolution No. 2001-94, for Police Safety Management employees, amending Section I,
PERS, adding language which states: "If the City enters into nel!otiations with the POA
pertaininl! to the 3% @ 50 PERS retirement benefit. or anv other PERS retirement issues. the
Citv al!rees to discuss similar issues with the Police Safety Maoal!ement members."
On September 2, 2003, the Mayor and Common Council approved a new Memorandum of
Understanding between the City of San Bernardino and employees in the Police Safety
Employees' bargaining unit represented by the San Bernardino Police Officers' Association
(SBPOA), which provided for the establishment of a tax-qualified defined benefit plan to provide
supplemental retirement benefits based on the difference between CalPERS' 3% @ 55 Plan and
3% @ 50 Plan.
In accordance with the side letter, the City entered into discussions with the Police Safety
Management representatives and subsequently reached agreement to provide them the same
supplemental retirement benefit. This is a "me, too" benefit.
Financial Impact:
PARS has estimated the cost for the benefit at this time is $549,442. This figure is based on
costing this supplemental retirement benefit for three (3) Police management employees who
will be eligible to retire in the next three years. The City will be required to make five annual
contribution payments to fund the benefit, which is estimated to be $109,888 for five years. Only
one-half of the annual payment ($54,944) will be payable in FY 2003/2004.
As additional employees retire, the City's costs for this plan will increase.
Recommendation:
1. Adopt resolution.
2. Authorize the Director of Finance to amend the FY 2003-04 Adopted Budget and transfer
$54,944 from the General Government budget (001-092-5011) to the Police Department
budget (various personnel line items).
HRI Agenda Items:SR.Mgmt-Conf.Amend
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SIDE LEITER TO RESOLUTION NO. 2001-94
FOR POLICE SAFETY MANAGEMENT EMPLOYEES
The following sets forth the side letter to Resolution No. 2001-94, for full-time, regular active
Management and Confidential and Unclassified Employees. This side letter amends language
to Section I, PERS, Safety Employees, Subsection 5, of the Management and Confidential
Employee Compensation and Benefits Plan.
I. PERS
Safetv Emplovees:
(Amend) 5. Effective as soon as possible following adoption of this side letter, the
City will establish a tax-qualified defined benefit plan to provide supplemental retirement
benefits based on the difference between CaIPERS' 3% @ 55 Plan and 3% @ 50 Plan for Police
Safety Management employees with 20 or more years of service effective January I, 2004. This
side letter shall be in effect until December 31, 2005. Until that time, the costs associated with
this plan will be paid by the City. Police Safety Management employees' share of ongoing costs
after December 31, 2005, will be subject to future discussions.
DATE:
ATTEST:
FOR THE CITY:
PMA REPRESENTATIVES:
HR/Agenda Items:Side.Ltr.3%@50.PMA
EXHIBIT A
e CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
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From:
Subject: Resolution of the City of San
Bernardino Approving a Side Letter
Amending Resolution No. 2001-94,
Implementing the Compensation &
Benefits Plan Between the City of
San Bernardino and the San
Bernardino Confidential/Management
and Unclassified Employees for
Pollee Safety Management
MICC Meeting Date: Sepl15, 2003
Linn Livingston
Dept:
Human Resources
Date:
September 4, 2003
Synopsis of Previous Council Action:
April 4, 2002 - The Mayor and Common Council adopted Resolution 2002-104,
Resolution establishing Management/Confidential & Unclassified Compensation and
Benefrts Plan, amending Sections H-Uniform Allowance and J-Education Incentive Pay,
and adding new sections to Sections I-PERS, Q-Vacation Leave, and X-Holidays, for
Police Safety Management Employees.
Recommended Motion:
Adopt resolution.
~/~ ~~
Signature
Contact person:
Phone:
Linn Livinaston
384-5161
Supporting data attached:
Ward:
VAS
FUNDING REQUIREMENTS: Amount:~549.442 (Total) $30,824 (Annual)
Source: (Acct. No.)
(Acct. Description)
General Fund
Finance:
Council Notes:
~a,~
9 /IS/O'3
I I /
#' If
Agenda Item No.
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/0/0/03
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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Staff Report
Subiect:
Resolution of the City of San Bernardino approving a side letter amending Resolution No. 2001-
94, implementing the compensation and benefits plan between the City of San Bernardino and
the San Bernardino Confidentia1/Management and Unclassified Employees for Police
Management.
Backf!round:
Per Resolution No. 2002-104, approved by the Mayor and Common Council adopting a side
letter to Resolution No. 2001-94, for Police Safety Management employees, amending Section I,
PERS, adding language which states: "If the City enters into nelZotiations with the POA
DertaininlZ to the 3% Ui! 50 PERS retirement benefit. or anv other PERS retirement issues. the
Citv alZrees to discuss similar issues with the Police Safety ManalZement members."
On September 2, 2003, the Mayor and Common Council approved a new Memorandum of
Understanding between the City of San Bernardino and employees in the Police Safety
Employees' bargaining unit represented by the San Bernardino Police Officers' Association
(SBPOA), which provided for the establishment of a tax-qualified defined benefit plan to provide
supplemental retirement benefits based on the difference between CalPERS' 3% @ 55 Plan and
3% @ 50 Plan.
In accordance with the side letter, the City entered into discussions with the Police Safety
Management representatives and subsequently reached agreement to provide them the same
supplemental retirement benefit. This is a "me, too" benefit.
Financial ImDact:
It is estimated that three (3) Police management employees eligible for this benefit will use it.
The total estimated cost for the benefit for the three employees is $549,442. The City will be
required to make annual contribution payments to fund the benefit equal to 8.99% of the
employee's payroll, which is estimated to be $30,824. As the employee payroll costs increase, so
will the City's annual contribution amount.
Recommendation:
Adopt Resolution.
HR/Agenda Items:SR.Mgmt-Conf.Amend
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Resolutio~ (0) f1r
RESOLUTION OF THE CITY OF SAN BERNARDINO APPROVING A SIDE
LETTER TO RESOLUTION NO. 2001-94, ESTABLISHING A COMPENSATION AND
BENEFITS PLAN FOR THE MANAGEMENT/CONFIDENTIAL AND UNCLASSIFIED
EMPLOYEES, AMENDING SECTION I, PERS, SAFETY EMPLOYEES, SUBSECTION 5,
FOR POLICE SAFETY MANAGEMENT.
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY 0
SAN BERNARDINO AS FOLLOWS:
SECTION I: The Mayor of the City of San Bernardino and the Director of Hum
Resources are hereby authorized and directed to execute on behalf of said City a Side Letter t
Resolution No. 2001-94, amending Section I, PERS, Safety Employees, Subsection 5, a copy 0
which amendment is attached hereto and incorporated herein marked Exhibit A.
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RESOLUTION OF THE CITY OF SAN BERNARDINO APPROVING A SIDE
LETTER TO RESOLUTION NO. 2001-94, ESTABLISHING A COMPENSATION AND
BENEFITS PLAN FOR THE MANAGEMENT/CONFIDENTIAL AND UNCLASSIFIED
EMPLOYEES, AMENDING SECTION I, PERS, SAFETY EMPLOYEES, SUBSECTION 5,
FOR POLICE SAFETY MANAGEMENT.
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I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Commo
Judith Valles, Mayor
City of San Bernardino
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2t Approved as to form and
Legal content:
22
JAMES F. PENMAN,
23 City Attorney
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SIDE LETTER TO RESOLUTION NO. 2001-24
FOR POLICE SAFETY MANAGEMENT EMPLOYEES
The following sets forth the side letter to Resolution No. 2001-94, for full-time, regular active
Management and Confidential and Unclassified Employees. This side letter amends language
to Section I, PERS, Safety Employees, Subsection 5, of the Management and Confidential
Employee Compensation and Benefits Plan.
I. PERS
Safety Emplovees:
(Amend) 5. Effective as soon as possible following adoption of this side letter, the
City will establish a tax-qualified defined benefit plan to provide supplemental retirement
benefits based on the difference between CaIPERS' 3% @ 55 Plan and 3% @ 50 Plan for Police
Safety Management employees with 20 or more years of service effective January I, 2004. This
side letter shall be in effect until December 31, 2005. Until that time, the costs associated with
this plan will be paid by the City. Police Safety Management employees' share of ongoing costs
after December 31, 2005, will be subject to future discussions.
DATE:
ATTEST:
FOR THE CITY:
PMA REPRESENTATIVES:
HR/Agenda Ilems:Side.Ltr.3%@50.PMA
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CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
October 9, 2003
mCl~Clowr;~
OCT 13 2003
TO:
Dena Peters, Senior Secretary
RE:
Michelle Taylor, Senior Secretary "!UMAN RESOURCES
City of San Bernardino
Transmitting Documents for Signature - Resolution 2003-277
FROM:
At the Mayor and Common Council meeting of October 6, 2003, the City of San Bernardino
adopted Resolution 2003-277 - Resolution approving a side letter to Resolution No. 2001-94,
establishing a compensation and benefits plan for the Management/Confidential and
Unclassified Employees. amending Section 1, PERS, Safety Employees, Subsection 5, for Police
Safety Management.
Attached is one (I) original agreement. Please obtain signatures in the appropriate location and
return the original agreement to the City Clerk's Office as soon as possible, to my attention.
If you have any questions, please do not hesitate to contact me at ext. 3206. Thank you.
Michelle Taylor
Senior Secretary
I hereby acknowledge r eipt of the above mentioned documents.
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Signed: It' ; ~
Date: ';0/1 L(I(;6
Please sign and return
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
October 24, 2003
TO:
Veronica Martinez, Senior Secretary
FROM:
Michelle Taylor, Senior Secretary
RE:
Resolution 2003-277 - Side Letter to Resolution No. 2001-94
CC:
Attached is a fully executed copy of the side letter to Resolution No. 2001-94,
Management/Confidential and Unclassified Employees, amending Section I, PERS, Safety
Employees, Subsection 5, for Police Safety Management. The original agreement is on file in
the City Clerk's Office.
If you have any questions, please call me at ext. 3206.
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** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): I()-<O-o:s Item #
Vote: Ayes l-rr Nays -e-
Change to motion to amend original documents: ~
22 Resolution # 'ZCo<.. -;} f)1
Abstain -(7- Absent -B-
Reso. # On Attachments: =-- Contract term:
Note on Resolution of Attachment stored separately: --='---
Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY By:
NulVVoid After:
Date Sent to Mayor: to -, -() 2,
Date of Mayor's Signature: 1'-'.. <<-03
Date of Clerk/CDC Signature: ( (::>"-'<(--03,
Reso. Log Updated:
Seal Impressed:
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Date Memo/Letter Sent for Signature:
60 Day Reminder Letter Sent on 30th day:
90 Day Reminder Letter Sent on 45th day:
10 --'1-03
See Attached: ~ate Returned:
See Attached:
See Attached:
Request for Council Action & Staff Report Attached:
Updated Prior Resolutions (Other Than Below):
Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634):
Updated CDC Personnel Folders (5557):
Updated Traffic Folders (3985, 8234, 655, 92-389):
YesL No By
Yes No ../. By
Yes No ,/ By
Yes No 7 By
Yes No ,/ By
Copies Distributed to:
City Attorney /
Parks & Rec.
Code Compliance
Dev. Services
EDA
Finance
;/
MIS
Police
Public Services
Water
Others:
1+'2.
Notes:
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BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.l
Ready to File: _
Date:
Revised 01/12/01