HomeMy WebLinkAbout2018-313Resolution No. 2018-313
RESOLUTION NO. 2018-313
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPOINTING RITA CONRAD AS INTERIM DIRECTOR
OF FINANCE (U) UNDER GOVERNMENT CODE
SECTION 21221(h)
WHEREAS, Government Code Section 21221(h) permits the City Council to appoint a
California Public Employees' Retirement System ("Ca1PERS") retiree to a vacant position
requiring specialized skills during recruitment for a permanent appointment, and provides that
such appointment will not subject the retired person to reinstatement from retirement or loss of
benefits so long as it is a single appointment that does not exceed 960 hours in a fiscal year; and
WHEREAS, the City of San Bernardino will have a vacancy for the position of Director
of Finance (U);
WHEREAS, Rita Conrad retired from the City of La Quinta in the position of Director
of Finance on or about June of 2016;
WHEREAS, Rita Conrad has specialized skills and knowledge required for the
continued successful operation of the public business of the City of San Bernardino;
WHEREAS, the City of San Bernardino is the process of actively recruiting a qualified
permanent employee to serve as Director of Finance (U);
WHEREAS, the City of San Bernardino would like to retain Rita Conrad's services as
Director of Finance (U) to allow the City of San Bernardino sufficient time to obtain a qualified
replacement;
WHEREAS, Rita Conrad possesses necessary and specialized skills to perform the
functions of Director of Finance (U) during recruitment, and to prevent stoppage of that vital
public service;
WHEREAS, the City Council of the City of San Bernardino hereby appoints Rita
Conrad to the position of Interim Director of Finance (U) under Government Code section
21221(h), an appointment deemed to be for interim purposes and requiring specialized skills,
effective January 1, 2019 and for a period not to exceed twelve (12) months or when the City
hires a permanent replacement, whichever is earlier, and subject to a limit of 960 hours for all
CalPERS employers in a fiscal year;
WHEREAS, the appointment of Rita Conrad under Government Code section 21221(h)
shall only be made once;
WHEREAS, the compensation of Rita Conrad shall not be less than the minimum nor
exceed the maximum published pay schedule for the vacant position of Director of Finance (U),
Resolution No. 2018-313
divided by 173.333 to equal an hourly rate. Rita Conrad shall not receive any benefits,
incentives, or compensation other than the hourly rate.
BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF
SAN BERNARDINO AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated herein by this
reference.
SECTION 2. Rita Conrad is appointed Interim Director of Finance (U), effective
January 1, 2019, based on the terms described in the "Retired Annuitant Employment
Agreement" attached to this Resolution as Exhibit A.
SECTION 3. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 4. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 5. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the City Clerk this 5tb day of December 2018. a�
R. Carey Das, Mayor
City of SarVBernardino
Attest:
Georgeann Hadia, MMC, it Clerk
Approved as to form:
Gary D. Saenz, City Attorney
Resolution No. 2018-313
CERTIFICATION
STATE OF CALIFORNIA)
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Georgeann Hanna, MMC, City Clerk, hereby certify that the attached is a true copy of
Resolution No. 2018-313 adopted at a regular meeting held at the 5`h day of December 2018 by
the following vote:
Council Members:
MARQUEZ
BARRIOS
VALDIVIA
SHORETT
NICKEL
RICHARD
MULVIHILL
AYES NAYS
X
X
X
x
it
ABSTAIN ABSENT
WITNESS my hand and official seal of the City of San Bernardino this 5t' day of December
2018.
Georgeannanna, MM ity Clerk
EXHIBIT A
RETIRED ANNUITANT EMPLOYMENT AGREEMENT
INTERIM DIRECTOR OF FINANCE (U)
Between the City of San Bernardino and Rita Conrad
THIS AGREEMENT is made and entered into this December 5, 2018, by and
between the CITY OF SAN BERNARDINO, a Charter City ("City"), and Rita Conrad, an
individual ("Conrad").
WHEREAS, the City has a critical need for a temporary employee to oversee and
continue to manage the City's projects relating to the Finance Department and Conrad
has the specialized .skill and knowledge necessary to maintain the continuity of the
projects and operations underway such that her appointment is necessary to fill this
critically needed assignment; and
WHEREAS, under general direction of the City Manager, job functions shall
include: daily oversight and direction of the Finance Department; help manage four (4)
major divisions which make up the Department: Accounting, Budget, Purchasing and
Business Registration; assist other City departments to navigate the fiscal tasks
associated with performing their functions; and documenting various financial policies of
the Finance Department.
WHEREAS, the parties desire to enter into this Agreement to outline the terms
and conditions of employment, and the duties and responsibilities of the parties.
NOW THEREFORE, THE PARTIES HERETO AGREE AS FOLLOWS:
1. APPOINTMENT. Conrad is hereby appointed, and does hereby accept
such appointment, to the position of Interim Director of Finance (U) of the City of San
Bernardino effective January 1, 2019. The appointment under this Agreement
incorporates all of the requirements under Government Code sections 21221(h) and
7522.56.
2. DUTIES. Conrad shall perform those duties and have those
responsibilities that are commonly assigned to a Director of Finance (U) of a charter city
in California, and as set forth in the job description for the Director of Finance (U)
position. Conrad shall perform such other legally permissible and proper duties and
functions consistent with the Director of Finance (U) position.
[*XI1IkW1
3. TERM AND MAXIMUM HOURS. The term of this Agreement shall
commence January 1, 2019, and shall continue until January 1, 2020 or upon
appointment of a permanent employee to the vacant Director of Finance (U) position. As
a California Public Employees' Retirement System ("CaIPERS") retired annuitant,
Conrad may not work more than 960 hours for all CaIPERS employers combined in the
fiscal year and is responsible for monitoring compliance with this work limit. The
specific days and hours of work will be agreed upon by Conrad and the City Manager.
The parties understand and agree that this appointment is made only during the time
the City is recruiting to fill the Director of Finance (U) position on a permanent basis and
that this Agreement will not be renewed or extended.
4. TERMINATION. Under the terms of this appointment, Conrad serves as
an "at -will" temporary employee and may be terminated at any time, with or without
cause, pursuant to the provisions of this Agreement. Nothing in this Agreement, the San
Bernardino City Charter, any statute, ordinance, or rule shall be construed as creating
any vested right in such appointment or in employment with the City.
a. The City may terminate this Agreement without cause, or Conrad may
voluntary resign her position, by providing the other party written notice of termination or
resignation at least thirty (30) days prior to the effective date of such termination or
resignation, unless the parties mutually agree to waive or alter the time required for
such notice.
b. The Agreement shall automatically terminate upon the occurrence of
any of the following events: (i) mutual agreement of the parties; (ii) the death or
incapacity of Conrad; (iii) the City hires a permanent Director of Finance(U); (iv)
Conrad's work exceeds a combined total of 960 hours in a fiscal year (July 1 -June 30)
for all CaIPERS employers; or (v) the City stops actively recruiting for a permanent
replacement.
5. COMPENSATION. Conrad shall be compensated at a rate not to exceed
the maximum, nor less than the minimum, monthly base salary paid to other employees
performing comparable duties. Conrad's hourly rate is therefore set at $96.25. This
hourly rate is consistent with the rate required under Government Code sections
z
21221(h) and 7522.56. Conrad shall be paid bi-monthly at the same time as other City
employees.
6. FRINGE BENEFITS. Conrad is not eligible to receive any benefit,
incentive, compensation in lieu of benefits, or other form of compensation other than the
hourly pay rate.
7. ENTIRE AGREEMENT. This Agreement contains the entire agreement
between the parties. Any correspondence, letters, documents, or discussions leading up
to this Agreement which deal with the terms contained herein are superseded by this
Agreement.
8. ACKNOWLEDGEMENT OF POST-RETIREMENT EMPLOYMENT
OBLIGATIONS AND LIMITATIONS. By accepting this employment and signing below,
Conrad attests that: (1) she retired (or will retire) from a CalPERS agency more than
180 days prior to her employment with the City; and (2) she has not received
unemployment insurance benefits in the last 12 months arising out of any other post-
retirement employment with a CalPERS agency.
By accepting this employment, Conrad acknowledges that the law strictly limits
the employment of a CalPERS retired annuitant by a CalPERS employer. Such
employment is governed by Government Code sections 7522.56, 21221 and 21224,
among other laws and regulations. A violation of these laws may result in Conrad's
retroactive reinstatement to active membership from the first date of unlawful
employment, a repayment to CalPERS of her retirement allowances received during the
unlawful employment, retroactive member contributions, and administrative fees.
Before entering into employment with the City, Conrad is advised to consult with her
own legal counsel and/or CalPERS to ensure her employment will be in compliance with
the law.
The City does not make any guarantees, warranties or promises, express or
implied, on the impact, if any, this Agreement may have on Conrad's CalPERS
retirement benefits, status, duties, or obligations. Conrad acknowledges that in entering
into this Agreement, she has not relied upon any representations by the City regarding
the impact of this Agreement on her retirement benefits.
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EXHIBIT A
In order to understand the circumstances, restrictions and consequences of non-
compliance with the laws governing retired annuitant positions, Conrad may review the
CalPERS publication entitled "A Guide to CalPERS Employment After Retirement'
available on the CalPERS website: http:/twww.calpers.ca.gov. Conrad may also review
the Public Employees' Retirement Law (Government Code section 20000 et seq.), the
Public Employees' Pension Reform Act of 2013 (Government Code section 7522, et
seq.) and other applicable law. If Conrad requires further clarification, she may contact
CalPERS and other applicable sources.
9. HOLD HARMLESS AGREEMENT. By signing below, Conrad waives,
releases and holds harmless the City, its City Council, employees, officers, elected
officials, agents, attorneys or representatives ("Releasees") against any claim,
complaint, cause of action, lawsuit, grievance, or damages arising out of any adverse
consequences, fines, restitution, or damages assessed against Conrad by CalPERS, a
court of competent jurisdiction, or other regulatory or administrative agency because of
her post-retirement employment with the City. Conrad acknowledges that the City has
not induced her to believe that her employment is legally compliant with the law.
Each party to this Agreement expressly acknowledges that no representations,
inducements, promises or agreements, orally or otherwise, have been made by any
party, or any person acting on behalf of any party, which are not embodied herein, and
that no other agreement, statement, representation or promise not contained in this
Agreement shall be of any force or effect.
10. SEVERABILITY. If any part of this Agreement is in conflict or inconsistent
with the applicable provisions of federal, state, or city statutes, or it is otherwise held to
be invalid or unenforceable by any court of competent jurisdiction, such part or provision
shall be suspended and superseded by such applicable law or regulations, and the
remainder of this Agreement shall not be affected thereby.
11. AMENDMENT. This Agreement may only be amended by a written
agreement executed by the parties, and may not be amended by oral agreement. The
City reserves the right to modify or terminate this Agreement to comply with necessary
changes to the applicable law or CalPERS requirements for employing retired
annuitants.
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EXHIBIT A
12. NEGOTIATED AGREEMENT. The Parties acknowledge and agree that
the terms and provisions of this Agreement have been negotiated and discussed
between the Parties, and this Agreement reflects their mutual agreement regarding the
subject matter of this Agreement. Because of the nature of such negotiations and
discussions, it would be inappropriate to deem any Party to be the drafter of this
Agreement and, therefore, no presumption for or against validity or as to any
interpretation hereof, based upon the identity of the drafter shall be applicable in
interpreting or enforcing this Agreement.
13. NOTICES. Any notices to be given under this Agreement by either party to
the other in writing may be effected either by personal delivery or by mail. Mailed
notices shall be addressed to the parties as set forth below, but each party may change
its address by written notice given in accordance with this paragraph. Notices delivered
personally will be deemed communicated as of actual receipt. Mailed notices will be
deemed communicated and received as of five (5) calendar days following the date of
mailing:
CITY: City of San Bernardino
Attention: City Manager
290 North D Street
San Bernardino, CA 92401
CONRAD: Rita Conrad
37285 View Drive
Yucaipa, Ca 92399
14. GOVERNING LAW. This Agreement shall be governed and construed in
accordance with the laws of the State of California in full force and effect as of the date
of execution.
15. ASSISTANCE OF COUNSEL. Each party to this Agreement warrants to
the other party that it has either had the assistance of counsel in negotiation for, and
preparation of, this Agreement or could have had such assistance and voluntarily
declined to obtain it.
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Rita Conrad
Andrea M. Miller
City Manager
8703604.1 SA030-001
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Andrea M. Miller
City Manager
8703604.1 SA030-001
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