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HomeMy WebLinkAbout16 Human ResourcesCITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION From: EDWARD S. RAYA Subject: Dept: HUMAN RESOURCES �" Date: JULY 19, 1999 0DIt, Synopsis of Previous Council Action: AN ORDINANCE ... AUTHORIZING AN AN AMENDMENT TO THE CONTRACT BE- TWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC EMPLOYEES RETIREMENT SYSTEM AND THE CITY OF SAN BERNARDINO On June 21, 1999, the Mayor and Common Council approved the Memorandum of Understanding between the City of San Bernardino and employees in the Fire Safety Employees' bargaining unit of the City of San Bernardino represented by the San Bernardino City Professional Firefighters' Association. On July 19, 1999, the Mayor and Common Council approved a Resolution of the Mayor and Common Council of the City of San Bernardino expressing its intention to approve an amendment to the contract between the Board of Administration of the Public Employees' Retirement System and the City of San Bernardino. Recommended Motion: That said Ordinance be laid over for final adoption Contact Person: Supporting Data Attached: FUNDING REQUIREMENTS Council Notes: Edward S. Raya Yes Amount: Source: (Acct No) (Acct Description) Finance: Signat ne: 384 -5161 Ward: Agenda Item No._ "Fk I& `' Iil CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION STAFF REPORT SUBJECT Amend -the PERS contract to provide the Fourth Level of 1959 Survivor Benefits for local fire members. BACKGROUND On June 21, 1999, the Mayor and Common Council approved the Memorandum of Understanding between the City of San Bernardino and employees in the Fire Safety Employees' bargaining unit of the City of San Bernardino represented by the San Bernardino Professional Firefighters' Association. Article III, Section 6 — Retirement Plan of the MOU states in Subsection C, "The City shall contact with PERS to provide the Fourth Level 1959 Survivor Benefits. All costs to be borne by the employee." Pursuant to PERS' regulations, the Mayor and Common Council approved the Resolution of Intention and an ordinance approving an amendment to the PERS contract.. The attached Ordinance authorizes an amendment of our contract with the Public Employees' Retirement System (Exhibit A) to provide Fourth Level of 1959 Survivor Benefits for local fire members. FINANCIAL IMPACT There will be no cost to the City for this benefit as all costs are to be borne by the employees. The employee cost is $2.00 per month (nonrefundable). RECOMMENDATION • That said Ordinance be laid over for final adoption. Attachment: Ordinance r 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Adopted: August 16, 1999 Q3[P%7 , Effective: September 16, 1999 ORDINANCE NO. MC -1055 AN ORDINANCE OF THE CITY OF SAN BERNARDINO AUTHORIZING AN AMENDMENT TO THE CONTRACT BETWEEN THE BOARD OF ADMINISTRATION OF: THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY OF SAN BERNARDINO. THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO DO ORDAIN AS FOLLOWS: SECTION 1. The Mayor is hereby authorized and directed to approve an amendment to the contract between the City of San Bernardino and the Board of Administration of the California Public Employees' Retirement System. A copy of said amendment is attached hereto as Exhibit A and by such reference made a part hereof as though herein set out in full. SECTION 2. The authorization to execute the above - referenced amendment to Contract is rescinded if the parties to the Contract fail to execute it within sixty (60) days of the passage of this Ordinance. //J 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 AN ORDINANCE OF THE CITY OF SAN BERNARDINO AUTHORIZING AN AMENDMENT TO THE CONTRACT BETWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY OF SAN BERNARDINO. I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a joint regular meeting thereof, held on the 16th day of August 1999, by the following vote to wit: COUNCILMEMBERS AYES ESTRADA x LIEN x MC GINNIS x SCHNETZ x VACANT ANDERSON x MILLER x 1999. NAYS ABSENT ABSTAIN Rachel Clark, City Clerk The foregoing resolution is hereby approved this IX4 day of August Betty /Dean Anderson Approved as to Mayor Pro Tern Form and legal content: JAMES F. PENMAN City Attorney CaIPERS California Public Employees' Retirement System AMENDMENT TO CONTRACT Between the Board of Administration California Public Employees' Retirement System and the City Council City of San Bernardino 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 Pubk Agency, having entered into a contract effective March 1, 1945, and witnessed February 6, 1945, and as amended effective November 1, 1949, September 1, 1951, January 1, 1952, July 1, 1954, February 1, 1965, February 24, 1969, March 8, 1971, October 1, 1973, October 28, 1974, March 17, 1975, April 28, 1975, November 10, 1975, July 6, 1977, January 7, 1985, May 27, 1985, September 16, 1988, August 27, 1990, August 1, 1996, July 3, 1997, January 1, 1998 and August 1, 1998 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows: A. Paragraphs 1 through 13 are hereby stricken from said contract as executed effective August 1, 1998, 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 60 for local miscellaneous members and age 50 for local safety members. 2. Public Agency shall participate in the Public Employees' Retirement System from and after March 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 CO 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. 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. CROSSING GUARDS HIRED OR OR AFTER JANUARY 1, 1952; b. LIBRARY PAGES HIRED ON OR AFTER MARCH 17,1975; C. LIFEGUARDS; d. SENIOR LIFEGUARDS; e. SUPERVISING LIFEGUARDS; f. RECREATION INTERNS; g. RECREATION AIDES h. RECREATION LEADERS; i. SENIOR RECREATION LEADERS; j. RECREATION SPECIALIST; k. LOCKER ATTENDANTS; 1. VEHICLE OPERATORS; AND M. EXTRA RELIEF HEAVY LABORERS (EXTRA BOARD). 5. Prior to January 1, 1975, those members who were hired by Public Agency on a temporary and /or seasonal basis not to exceed 6 months were excluded from CalPERS membership by contract. Government Code Section 20336 superseded this contract provision by providing that any such temporary and /or seasonal employees are excluded from CaIPERS membership subsequent to January 1, 1975. Legislation repealed and replaced said Section with Government Code Section 20305 effective July 1, 1994. 6. 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 21353 of said Retirement Law (2% at age 60 Full). 7. 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 (26/o at age 50 Full). PLEASE 00 NOT SIGN "EXHIBIT ONLY' 8. Public Agency elected and elects to be subject to the following optional provisions: a. Sections 21624, 21626 and 21628 (Post- Retirement Survivor Allowance). b. Section 21222.1 (Special 5% Increase- 1970). Legislation repealed said Section effective January 1, 1980. C. Section 20042 (One -Year Final Compensation). d. Section 21024 (Military Service Credit as Public Service), Statutes of 1974. e. Section 21222.2 (Special 5% Increase- 1971). Legislation repealed said Section effective January 1, 1980. f. Section 21319 (Special 15% Increase for Local Miscellaneous Members). g. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members and local miscellaneous members only. h. Section 20903 (Two Years Additional Service Credit), Statutes of 1979. Legislation repealed said Section effective January 1, 1999 for local miscellaneous members only. i. Section 21635 (Post- Retirement Survivor Allowance to Continue After Remarriage) for local fire members only. 9. Public Agency, in accordance with Government Code Section 20790, ceased to be an "employer' for purposes of Section 20834 effective on April 28, 1975. 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 miscellane6us members and local fire 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 valuation_ s 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. 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 PUBLIC EMPLOYEES' RETIREMENT SYM BY KENNETH W'. MARZION, CHIEF ACTUARIAL & EMPLOYER SERV S DIVISION PUBLIC EMPLOYEES' RETIRE SYSTEM O� �O Qom. AMENDMENT PERS- CON -702A (Rev. 8196) 19 CITY COUNCIL CITY OF SAN BERNARDINO p BY .� PRESIDING OFFICER �O Witness Date �Q Qom. Attest: Clerk r- CAPERS Actuarial & Employer Services Division PO Box 942709 Sacramento, CA 94229 -2709 Telecommunications Device for the Deaf - (916) 326 -3240 (916) 326 -3420 FAX (916) 326 -3005 October 14, 1999 Mr. Edward Raya Director of Human Resources City of San Bernardino 300 North D Street San Bernardino, CA 92418 Dear Mr. Raya: C. 99 ocl Pi 1� L CITY Or S�Rd3RhA. Employer Code #0061 Reply to Section 105 The 1959 Survivor Agreement has been executed by CaIPERS. The effective date of the contract amendment is November 1, 1999. This document was inadvertently omitted when we mailed the executed copy of the contract amendment on September 27, 1999. If you have any questions regarding your contract, please do not hesitate to contact, Jean Krum at (916) 326 -3009. Sincerely, Public Agency Contract Servic s JM:jm Enclosure C0308 (Rev. 9/99) California Public Employees' Retirement System Lincoln Plaza - 400 P Street - Sacramento, CA 95814 1999 -177 AGREEMENT TO POOL 1959 SURVIVOR BENEFITS ASSETS AND LIABILITIES BETWEEN THE BOARD OF ADMINISTRATION CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL CITY OF SAN BERNARDINO WHEREAS, Government Code Section 21574 provides for a single employer rate to be established to provide benefits under said Section on account of members employed by contracting agencies electing to include the provision of said Section in their contracts; and WHEREAS, Government Code Section 21574, requires pooling of all assets and liabilities of all contracting agencies subject to said Section; NOW, THEREFORE BE IT AGREED, that assets and liabilities of the City of San Bernardino and its covered employees shall be pooled pursuant to the provisions of Government Code Section 21574. BOARD OF ADMINISTRATION CITY COUNCIL PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE CITY OF SAN BERNARDINO BY BY K TH W. MAR ION, CHIEF PR ACTUARI L & EMPLOYER SERV CES DIVISION PUBLIC EMPLOYEES' RETIREMENT SYSTEM PERS- CON -59 (Rev. 7/96) O 7�/ Date AA\f#,e"- CAPERS Actuarial & Employer Services Division PO Box 942709 Sacramento, CA 94229 -2709 Telecommunications Device for the Deaf - (916) 326 -3240 (916) 326 -3420 FAX (916) 326 -3005 September 27, 1999 Mr. Edward Raya Director of Human Resources City of San Bernardino 300 North D Street San Bernardino, CA 92418 Dear Mr'. Raya: Employer Code #0061 Reply to Section 105 The contract amendment has been executed by CalPERS. The effective date of the contract amendment is November 1, 1999. If you have any questions regarding your contract, please do not hesitate to contact, Jean Krum at (916) 326 -3009. Sincerely, Public Agency Contract Services C0308 (Rev. 9/99) California Public Employees' Retirement System Lincoln Plaza - 400 P Street - Sacramento, CA 95814 DB :db Enclosure c� C0308 (Rev. 9/99) California Public Employees' Retirement System Lincoln Plaza - 400 P Street - Sacramento, CA 95814 Ca1PERS California Public Employees' Retirement System 111 10 W215�ml Between the Board of Administration California Public Employees' Retirement System and the City Council City of San Bernardino 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 March 1, 1945, and witnessed February 6, 1945, and as amended effective November 1, 1949, September 1, 1951, January 1, 1952, July 1, 1954, February 1, 1965, February 24, 1969, March 8, 1971, October 1, 1973, October 28, 1974, March 17, 1975, April 28, 1975, November 10, 1975, July 6, 1977, January 7, 1985, May 27, 1985, September 16, 1988, August 27, 1990, August 1, 1996, July 3, 1997, January 1, 1998 and August 1, 1998 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows: A. Paragraphs 1 through 13 are hereby stricken from said contract as executed effective August 1, 1998, 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 60 for local miscellaneous members and age 50 for local safety members. 2. Public Agency shall participate in the Public Employees' Retirement System from and after March 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. 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. CROSSING GUARDS HIRED OR OR AFTER JANUARY 1, 1952; lb. LIBRARY PAGES HIRED ON OR AFTER MARCH 17,1975; Ill. LIFEGUARDS; 13. SENIOR LIFEGUARDS; 19. SUPERVISING LIFEGUARDS; if. RECREATION INTERNS; g. RECREATION AIDES Ih. RECREATION LEADERS; ii. SENIOR RECREATION LEADERS; j. RECREATION SPECIALIST; Ik. LOCKER ATTENDANTS; II. VEHICLE OPERATORS; AND im. EXTRA RELIEF HEAVY LABORERS (EXTRA BOARD). 5. Prior to January 1, 1975, those members who were hired by Public Agency on a temporary and /or seasonal basis not to exceed 6 months were excluded from CalPERS membership by contract. Government Code Section 20336 superseded this contract provision by providing that any such temporary and /or seasonal employees are excluded from CalPERS membership subsequent to January 1, 1975. Legislation repealed and replaced said Section with Government Code Section 20305 effective July 1, 1994. 6. 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 21353 of said Retirement Law (2% at age 60 Full). 7. '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). i 8. Public Agency elected and elects to be subject to the following optional provisions: a. Sections 21624, 21626 and 21628 (Post- Retirement Survivor Allowance). b. Section 21222.1 (Special 5% Increase - 1970). Legislation repealed said Section effective January 1, 1980. C. Section 20042 (One -Year Final Compensation). d. Section 21024 (Military Service Credit as Public Service), Statutes of 1974. e. Section 21222.2 (Special 5% Increase - 1971). Legislation repealed said Section effective January 1, 1980. f. Section 21319 (Special 15% Increase for Local Miscellaneous Members). g. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members and local miscellaneous members only. h. Section 20903 (Two Years Additional Service Credit), Statutes of 1979. Legislation repealed said Section effective January 1, 1999 for local miscellaneous members only. Section 21635 (Post- Retirement Survivor Allowance to Continue After Remarriage) for local fire members only. 9. Public Agency, in accordance with Government Code Section 20790, ceased to be an "employer" for purposes of Section 20834 effective on April 28, 1975. 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 fire 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. 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 ist day of November , 19 99 BOARD OF ADMINISTRATION CITY COUNCIL PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OnAN BERNARDINO BY BY PRE I OFFICER KEN ET W. M ZI , CHIEF ACTUARIAL & E PLOYER SERVICES DIVISION PUBLIC EMPLO EES' RETIREMENT SYSTEM Witn ss Date Attest: Clerk AMENDMENT PERS- CON -702A (Rev. 8 \96) d N d N d d d c 0 v m a� CL E 0 0 to W cc -o a z a¢ D IM- 0 0 N SLNULH: • Complete items 1 and/or 2 for additional services. ■Complete items 3, 4a, and 4b. • Print your name and address on the reverse of this form so that we card to you. ■Attach this form to the front of the mailpiece, or on the back if spat e permit. ■ Write "Return Receipt Requested' on the mailpiece below the article ■The Return Receipt will show to whom the article was delivered an delivered. 3. Article JEAN KRUM, EMPLOYER REP CALPERS ACTUARIAL & EMPLOYER SVC DIV PO BOX 942709 SACRAMENTO CA 94229 -2709 5. Received By: 6 PS Form 3811, December 1994 u7 rn rn `o a C O CO M E LL (n a d the date Consult postmaster for fee. a 0 4a. Article Number w P 077 552 839 4b. Service Type d ❑ Registered X1 Certified ❑ Express Mail ❑ Insured c N ❑ Return Receipt for Merchandise ❑ COD 3 7. Date of Delivery 0 8. Addressee's Address ( if requested c and fee is paid) P 077 552 829 US Postal Service Receipt for Certified Mail No Insurance Coverage Provided. nn not nca fnr Intprnntinnal Mail /.qpp rpvpmp) Sent to Jean Krum - CAL_P_ERS Street & Number o box 942709 Post Office, State, & ZIP Code Sacramento CA 94229 -2709 Postage $ Ce' ified Fee Sp Taal Delivery Fee Restricted Delivery Fee Return Receipt Showing to Whom & Date Delivered Return Receipt Showing to Whom, Date, & Addressee's Address TOTAL Postage & Fees $ Postmark or Date 9/%1999 Return Rece I also wish to receive the following services (for an can return this e extra fee): does not 1 d number. 2 2. El Restricted Delivery cnn 4a. Article Number w P 077 552 839 4b. Service Type d ❑ Registered X1 Certified ❑ Express Mail ❑ Insured c N ❑ Return Receipt for Merchandise ❑ COD 3 7. Date of Delivery 0 8. Addressee's Address ( if requested c and fee is paid) P 077 552 829 US Postal Service Receipt for Certified Mail No Insurance Coverage Provided. nn not nca fnr Intprnntinnal Mail /.qpp rpvpmp) Sent to Jean Krum - CAL_P_ERS Street & Number o box 942709 Post Office, State, & ZIP Code Sacramento CA 94229 -2709 Postage $ Ce' ified Fee Sp Taal Delivery Fee Restricted Delivery Fee Return Receipt Showing to Whom & Date Delivered Return Receipt Showing to Whom, Date, & Addressee's Address TOTAL Postage & Fees $ Postmark or Date 9/%1999 Return Rece P 077 552 829 US Postal Service Receipt for Certified Mail No Insurance Coverage Provided. nn not nca fnr Intprnntinnal Mail /.qpp rpvpmp) Sent to Jean Krum - CAL_P_ERS Street & Number o box 942709 Post Office, State, & ZIP Code Sacramento CA 94229 -2709 Postage $ Ce' ified Fee Sp Taal Delivery Fee Restricted Delivery Fee Return Receipt Showing to Whom & Date Delivered Return Receipt Showing to Whom, Date, & Addressee's Address TOTAL Postage & Fees $ Postmark or Date 9/%1999 Return Rece Return Rece UNITED STATES POSTAL SERVICE First -Class Mail Postage & Fees Paid USPS Permit No. G -10 • Print you�r name, address, and ZIP Code in this box • r` CITY CLERK'S OFFICE CL ATTW: LINDA 300 NORTH D STREET SAN BERNARDINO CA 92418 -0001 Or w g`, �D Cn o ti!Jtrlue 948 , OA 11 If luosald pup ld!aoai siyl GAPS •9 I l96 wo j 10 l wall u! s400lq algeogdde e414DE qu 'Paisenbai si ld!eoai wnlaj 11 7dfaoal W s!4110 lual 843 u0 seoeds 9leudaadde a 41 w palsanbai sao!njas ay! 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Pal 1080 9yl alum 'ld!eo9j wnjej a lueM nog{ e ap!0e 841 I!ew pue 'id!aoai 841 u!e1a� pup 'yoelep 'alpp 'alo!0p ayl }o ssaIPPP wn1aj 41 10 146!J 841 01 gnls pawwn6 a m 41 )lolls 'pa>fjewlsod ld!aoaj si41 Wpm 10u o y P no.(p .Z aowas ao!110 lsod a Yadiey0 ejlxa ou) �awp0 lean mo { 01 a Puey �o Mopwm 1P aIo!0P ayi luaseid Pup 'P9y0el1e 1d!eoaj 941 6u!Aeel ssa�ppP wn1a� 941 10 1460 041 01 gnls p9wwn6 ayi )fags 'pa>1!Pwlsod 1d!aoaj s!yl l' n sai '1 pup 'aa tew (luo'j Gag) saaw8s leuo!ldo Paloalas hue jol 986je4a l f• Pa!l!3Jao 'a6elsod sselD -lsaj Janoo 01 81310e of sdwels 96elsod )lolls .� C I T Y O F } 1 a� an bernardino R A C H E L C L A R K C I T Y C L E R K September 13, 1999 CERTIFIED Jean Krum, Employer Representative Public Agency Contract Services Ca1PERS Actuarial and Employer Services Division P.O. Box 942709 Sacramento, CA 94229 -2709 Re: Employer Code #0061 Reply to Section 105 Dear Ms. Krum: Pursuant to your letter dated August 20, 1999, to Edward Raya, Director of Human Resources, enclosed you will find the following documents: 1. Amendment to Contract, two original executed sets. 2. A certified copy of City Ordinance No. MC -1055. 3. An original Certification of Final Action Governing Body (CON -5). If you have any questions, please do not hesitate to contact me at (909) 384 -5002. Sincerely, Rachel G. Clark, CMC City Clerk Enclosures P. O. B O X 1 3 1 8, S A N B E R N A R D I N 0, C A 9 2 4 0 2 3 0 0 N O R T H 0 S T R E C T S A N B E R N A R 0 1 N 0. C A l I F O R N 1 A 9 2 4 1 8 - 0 0 0 1 ( 9 0 9) 3 8 4- S 0 0 2 ( 9 0 9) 3 8 4 - 5 1 0 2 F A X -( 9 0 9) 3 8 4- 5 1 5 8 T D D i T T Y -( 9 0 9) 3 8 4 . 5 5 4 0 tv: CaIPERS California Public Employees' Retirement System U WI :\ IW) \UI -W ON, MOMD ,LA I W .� \� Between the Board of Administration California Pudic Employees' Retirement System and the City Council City of San Bernardino 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 March 1, 1945, and witnessed February 6, 1945, and as amended effective November 1, 1949, September 1, 1951, January 1, 1952, July 1, 1954, February 1, 1965, February 24, 1969, March 8, 1971, October 1, 1973, October 28, 1974, March 17, 1975, April 28, 1975, November 10, 1975, July 6, 1977, January 7, 1985, May 27, 1985, September 16, 1988, August 27, 1990, August 1, 1996, July 3, 1997, January 1, 1998 and August 1, 1998 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows: A. Paragraphs 1 through 13 are hereby stricken from said contract as executed effective August 1, 1998, 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 60 for local miscellaneous members and age 50 for local safety members. 2. Public Agency shall participate in the Public Employees' Retirement System from and after March 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. 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. CROSSING GUARDS HIRED OR OR AFTER JANUARY 1, 1952; b. LIBRARY PAGES HIRED ON OR AFTER MARCH 17,1975; C. LIFEGUARDS; d. SENIOR LIFEGUARDS; e. SUPERVISING LIFEGUARDS; f. RECREATION INTERNS; g. RECREATION AIDES h. RECREATION LEADERS; i. SENIOR RECREATION LEADERS; j. RECREATION SPECIALIST; k. LOCKER ATTENDANTS; I. VEHICLE OPERATORS; AND M. EXTRA RELIEF HEAVY LABORERS (EXTRA BOARD). 5. Prior to January 1, 1975, those members who were hired by Public Agency on a temporary and /or seasonal basis not to exceed 6 months were excluded from CaIPERS membership by contract. Government Code Section 20336 superseded this contract provision by providing that any such temporary and /or seasonal employees are excluded from CalPERS membership subsequent to January 1, 1975. Legislation repealed and replaced said Section with Government Code Section 20305 effective July 1, 1994. 6. 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 21353 of said Retirement Law (2% at age 60 Full). 7. 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). AL 8. Public Agency elected and elects to be subject to the following optional provisions: a. Sections 21624, 21626 and 21628 (Post- Retirement Survivor Allowance). b. Section 21222.1 (Special 5% Increase- 1970). Legislation repealed said Section effective January 1, 1980. C. Section 20042 (One -Year Final Compensation). d. . Section 21024 (Military Service Credit as Public Service), Statutes of 1974. e. Section 21222.2 (Special 5% Increase- 1971). Legislation repealed said Section effective January 1, 1980. f. Section 21319 (Special 15% Increase for Local Miscellaneous Members). cl. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members and local miscellaneous members only. h. Section 20903 (Two Years Additional Service Credit), Statutes of 1979. Legislation repealed said Section effective January 1, 1999 for local miscellaneous members only. Section 21635 (Post- Retirement Survivor Allowance to Continue After Remarriage) for local fire members only. 9. Public Agency, in accordance with Government Code Section 20790, ceased to be an "employer' for purposes of Section 20834 effective on April 28, 1975. 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 fire 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: 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 1st day of November '19 99 BOARD OF ADMINISTRATION CITY COUNCIL PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF /SAN BERNARDINO BY BY 1% KENNETH W. MARZION, CHIEF PRE IDI ACTUARIAL 8, EMPLOYER SERVICES DIVISION PUBLIC EMPLOYEES' RETIREMENT SYSTEM AMENDMENT PERS- CON -702A (Rev. 8 \96) �FFICER Witness Date Attest: Clerk - I'd /1cy AR ,, Ca1PERS Actuarial & Employer Services Division P.O. Box 942709 Sacramento, CA 94229 -2709 Telecommunications Device for the Deaf - (916) 326 -3240 (916) 326 -3420 FAX (916) 326 -3005 June 15, 1999 Mr. Edward Raya Director of Human Resources City of San Bernardino 300 North D Street San Bernardino, CA 92418 Dear Mr. Raya: 0 L -A Employer Code 4al Reply to Section 105 Enclosed are two copies of the Resolution of Intention to amend the agency's contract to provide Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members. Also enclosed are the following documents: Form CON -12, Certification of Governing Body's Action. 2. Form CON -12A, Certification of Compliance With Government Code Section 7507. 3. Agreement to Pool 1959 Survivor Benefits Assets and Liabilities. 4. Form CON -11A, Sample Ordinance. The sample Ordinance is a guide only and is included to allow sufficient time to prepare the Ordinance for a first and final reading. The Resolution of Intention and accompanying documents should not be held pending final reading of the Ordinance. Government Code Section 7507 requires that the change in benefits of the proposed contract amendment be made public at a public meeting at least two weeks prior to the adoption of the final Ordinance. The agency is to certify compliance on the enclosed Certification of Compliance with Government Code Section 7507. California Public Employees' Retirement System Lincoln Plaza - 400 P Street - Sacramento, CA 95814 City of San Bernardino -2- June 15, 1999 The employer cost for the Fourth Level of 1959 Survivor Benefits is $0.00 per month, per covered member. (Subject to annual change.) Members covered by the 1959 Survivor Benefits contribute $2.00 per month. Two copies of the Agreement to Pool 1959 Survivor Benefits Assets and Liabilities are enclosed for signature. The agreement will acknowledge that public agencies subject to Section 21574 will have all assets and liabilities pooled into a single account based on term insurance rates, for local fire members. In summary, the following documents must be returned to this office before we can forward the actual contracts and other final documents necessary to complete the proposed contract. DO NOT HOLD THESE DOCUMENTS PENDING ADOPTION OF THE FINAL ORDINANCE. ORIGINAL SIGNATURES ARE REQUIRED 1. Resolution of Intention, original or certified copy. 2. Certification of Governing Body's Action (CON -12), original. 3. Certification of Compliance with Government Code Section 7507, (CON -12A), original or certified copy. 4. Agreement to Pool 1959 Survivor Benefits Assets and Liabilities, two original or certified copies. If your agency adopts the Resolution of Intention on July 19, 1999, the earliest date the final Ordinance may be adopted is August 8, 1999. There must be a 20 day period between the adoption of the Resolution of Intention and the adoption of the final Ordinance, pursuant to Government Code Section 20471. THERE ARE NO EXCEPTIONS TO THIS LAW. The effective date of this amendment may be as early as the day following the effective date of the final Ordinance. Section 21574, which requires an adjustment of monthly benefit payments, shall become operative the first of the month following a period of 30 days after receipt of the final documents in the CalPERS Sacramento office. N City of San Bernardino -3- June 15, 1999 Please do not retype the Amendment to Contract and /or agreement documents. Only documents provided by this office will be accepted. If you have a problem with any of the documents, please contact this office prior to presenting to your governing body for adoption. If you have any questions regarding this letter or the enclosed material, please do not hesitate to contact me at (916) 326 -3009. Sincerely, Jean Krum Employer Representative Public; Agency Contract Services JK:jm Enclosures cc: San Bernardino Regional Office C I T Y O F Y an bernardino E 1'r R A C: H E L C L A R K C I T Y C L E R K July 22, 1999 Jean Krum, Employer Representatives Public .Agency Contract Services Ca1PERS Actuarial and Employer Services Division P. O. Box 942709 Sacramento, CA 94229 -2709 RE: Employer Code 0061 — Reply to Section 105 Dear M:s. Krum: Pursuant to your letter of June 15, 1999 to Edward Raya, Director of Human Resources, enclosed please find the following signed documents: 1. Certified copy of Resolution 1999 -177 — Resolution of Intention. 2. Original — Certification of Governing Body's Action (CON -12). 3. Original — Certification of Compliance with Government Code Section 7507 (CON -12A). 4. Two Originals — Agreement to Pool 1959 Survivor Benefits Assets and Liabilities. If you have any questions, please do not hesitate to contact me at (909) 384 -5002. Sincerely, CG ; OCE Rachel Clark City Clerk RC :male Enclosures P. O. 8 0 X 1 3 1 8, S A N 8 E R N A R D 1 3 0 0 N O R T H 0- S T R E E T S A N C A t I iF O R N I A 9 2 3 1 8. 0 0 0 1 ( 9 0 9) ( 9 0 9) 3 8 4 - 5 1 0 2 F A X -( 9 0 9) 3 8 4- S 1 S 8 T D D / T T Y -( 9 0 9) 3 8• -S 5 4 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO 1999 -177 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNAR.DINO EXPRESSING ITS INTENTION TO APPROVE AN AMENDMENT TO THE CONTRACT BETWEEN THE BOARD OF A13MINISTRATION OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY OF SAN BERNARDINO. 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 I 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 ;aid contract; and WHEREAS, the following is a statement of the proposed change: To provide Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members. NOW, THEREFORE, BE IT RESOLVED, that the governing body of the above agency does hereby give notice of 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 Exhibit "A" and by this reference made apart hereof. � lei 2 1999 -177 1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF 2 SAN BERNARDINO EXPRESSING ITS INTENTION TO APPROVE AN AMENDMENT TO CONTRACT BETWEEN THE BOARD OF ADMINISTRATION OF 3 THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY OF SAN BE:RNARDINO. 4 5 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and joint regular 6 Common Council of the City of San Bernardino at a meeting thereof held on the l9th day of July y 1999, by the following vote, to wit: 7 8 9 - U'UNCIL MEMBERS: AYES NAYS ABSTAIN ABSENT ESTRADA x 10 11 LIEN x 12 MC, GINNIS x 13 SCFINETZ x lei 5TH WARD - OFFICE VACANT i 15 ANDERSON x 16 MII:,LER x 17 18 19 RACHEL G. CLARK, City Clerk 20 - 21 The foregoing Resolution is hereby approved this /,S day of July , 1999. 22 23 ALLES, Mayor ity o San Bernardino 24 ApFiroved as to from and legal content: 25 James F. Penman, 26 City Attorney 27 L B Y 28 i 1999 -177 CaIPFlv California E DIT A Public Employees' Retirement System 4W AMENDMENT TO CONTRACT Between the Board of Administration California Public Employees' Retirement System and the City Council City of San Bernardino 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 March 1, 1945, and witnessed February 6, 1945, and as amended effective November 1, 1949, September 1, 1951, January 1, 1952, July 1, 1954, February 1, 1965, February 24, 1969, March 8, 1971, October 1, 1973, October 28, 1974, March 17, 1975, April 28, 1975, November 10, 1975, July 6, 1977, January 7, 1985, May 27, 1985, September 16, 1988, August 27, 1990, August 1, 1996, July 3, 1997, January 1, 1998 and August 1, 1998 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows: A. Paragraphs 1 through -13 are hereby stricken from said contract as executed effective August 1, 1998, 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 60 for local miscellaneous members and age 50 for local safety members. 2. Public Agency shall participate in the Public Employees' Retirement System from and after March 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. 1999 -17'7 PLEASE 00 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. 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. CROSSING GUARDS HIRED OR OR AFTER JANUARY 1, 1952; b. LIBRARY PAGES HIRED ON OR AFTER MARCH 17,1975; C. LIFEGUARDS; d. SENIOR LIFEGUARDS; e. SUPERVISING LIFEGUARDS; f. RECREATION INTERNS; g. RECREATION AIDES h. RECREATION LEADERS; L SENIOR RECREATION LEADERS; J. RECREATION SPECIALIST; k. LOCKER ATTENDANTS; I. VEHICLE OPERATORS; AND M. EXTRA RELIEF HEAVY LABORERS (EXTRA BOARD). 5. Prior to January 1, 1975, those members who were hired by Public Agency on a temporary and /or seasonal basis not to exceed 6 months were excluded from CaIPERS membership by contract. Government Code Section 20336 superseded this contract provision by providing that any such temporary and /or seasonal employees are excluded from CalPERS membership subsequent to January 1, 1975. Legislation repealed and replaced said Section with Government Code Section ;20305 effective July 1, 1994. 6. 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 21353 of said Retirement Law (2% at age 60 Full). 7. "fhe 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). 1999 -177 nO NOT SIGH'; "EXHIBIT ONLY° 8. Public Agency elected and elects to be subject to the following optional provisions: a. Sections 21624, 21626 and 21628 (Post- Retirement Survivor Allowance). b. Section 21222.1 (Special 5% Increase- 1970). Legislation repealed said Section effective January 1, 1980. C. Section 20042 (One -Year Final Compensation). d. Section 21024 (Military Service Credit as Public Service), Statutes of 1974. e. Section 21222.2 (Special 5% Increase- 1971). Legislation repealed said Section effective January 1, 1980. f. Section 21319 (Special 15% Increase for Local Miscellaneous Members). g. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members and local miscellaneous members only. h. Section 20903 (Two Years Additional Service Credit), Statutes of 1979. Legislation repealed said Section effective January 1, 1999 for local miscellaneous members only. i. Section 21635 (Post- Retirement Survivor Allowance to Continue After Remarriage) for local fire members only. 9. Public Agency, in accordance with Government Code Section 20790, ceased to be an "employer' for purposes of Section 20834 effective on April 28, 1975. ,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 byactuarial 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 fire 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. 1999 -177 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. 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 y BOARD OF ADMINISTRATION Z PUBLIC EMPLOYEES' RETIREM T SYSTEM �O O BY KENNETH W. MARZION, C ACTUARIAL & EMPLOYE RVICES DIVISION PUBLIC EMPLOYEES' R&!@ EM ENT SYSTEM 00 VQ- Q AMENDMENT PERS - CON -702A (Rev. 8 \96) day of , 1 g CITY COUNCIL CITY OF SAN BERNARDINO ti BY PRESIDING OFFICE R 9� c Witness Date �C. Attest: Clerk 1999 -177 CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM Actuarial and Employer Services Division Public Agency Contract Services P.O. Box 942709 Sacramento, CA 94229 -2709 (916) 326 -3420 CERTIFICATION OF GOVERNING BODY'S ACTION I hereby certify that the foregoing is a true and correct copy of a Resolution adopted by the Mayor and Common Council (governing body) City of San Bernardino (public agency) on July 19, 1999. (date) Cle retary Rachel Clark, CMC, City Clerk Title PERS- CON -12 (rev. 1/96) of the 1999 -177 CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM Actuarial and Employer Services Division Public Agency Contract Services P.O. Box 942709 Sacramento, CA 94229 -2709 (916) :326 -3420 CERTIFICATION OF COMPLIANCE NTH GOVERNMENT CODE SECTION 7507 I hereby certify that in_ accordance with Section 7507 of the Government Code the future annual costs as determined by the System Actuary and /or the increase in retirement benefit(s) have been made public at a public meeting of the Mayor and Common Council of the (governing body) City of San Bernardino (public agency) on July 19, 1999 which is at least two weeks prior to the adoption of the (date) Resolution / Ordinance � /5 • r Cle cretary Rachel Clark, CMC, City Clerk Title Date _ 0-7/.2/ !�f PERS- CON -12A (rev. 1/96) 1999 —.177 AGREEMENT TO POOL 1959 SURVIVOR BENEFITS ASSETS AND LIABILITIES BETWEEN THE BOARD OF ADMINISTRATION CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL CITY OF SAN BERNARDINO WHEREAS, Government Code Section 21574 provides for a single employer rate to be established to provide benefits under said Section on account of members employed by contracting agencies electing to. include the provision of said Section in their contracts; and WHEREAS, Government Code Section 21574, requires pooling of all assets and liabilities of all contracting agencies subject to said Section; NOW, THEREFORE BE IT AGREED, that assets and liabilities of the City of San Bernardino and its covered employees shall be pooled pursuant to the provisions of Government Code Section 21574. BOARD OF ADMINISTRATION CITY COUNCIL PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE CITY OF SAN BE:RNARDINO BY BY KENNETH W. MARZION, CHIEF P SI N OFFICER ACTUARIAL & EMPLOYER SERVICES DIVISION PUBLIC EMPLOYEES' RETIREMENT SYSTEM U 671-7,Z Date PERS- CON-59 (Rev. 7/96) 1999 -177 AGREEMENT TO POOL 1959 SURVIVOR BENEFITS ASSETS AND LIABILITIES BETWEEN THE BOARD OF ADMINISTRATION CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL CITY OF SAN BERNARDINO WHEREAS, Government Code Section 21574 provides for a single employer rate to be established to provide benefits under said Section on account of members employed by contracting agencies electing to include the provision of said Section in their contracts; and WHEREAS, Government Code Section 21574, requires pooling of all assets and liabilities of all contracting agencies subject to said Section; NOW, THEREFORE BE IT AGREED, that assets and liabilities of the City of San Bernardino and its covered employees shall be pooled pursuant to the provisions of Government Code Section 21574. BOARD OF ADMINISTRATION CITY COUNCIL PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE CITY OF SAN BER BY BY z5z KENNETH W. MARZION, CHIEF PR-E--SI11FFICER ACTUARIAL & EMPLOYER SERVICES DIVISION PUBLIC EMPLOYEES' RETIREMENT SYSTEM 0 7�/ Date PERS- CON-59 (Rev. 7/96) C I T Y O F �an Bernardino R A C H E L C L A R K C I T Y C L E R K August 19, 1999 Jean Krum, Employer Representative Public Agency Contract Services Ca1PERS Actuarial and Employer Services Division P.O. Box 942709 Sacramento, CA 94229 -2709 Dear Ms. Krum: Pursuant to your letter dated June 15, 1999 to Edward Raya, Director of Human Resources, enclosed please find a certified copy of San Bernardino Municipal Code Ordinance No. MC -1055. If you have any questions, please do not hesitate to contact me at (909) 384 -5002. Sincerely, � &rzz � Rachel Clark City Clerk RC:ecg Enclosures P. O. B O X 1 3 1 8, S A N B E R N A R D 1 N O, C A 8 2 4 0 2 3 0 0 N O R T H D S T R E E T S A N 8 E R N A R D I N 0 C A t I F O R N I A 9 2 4 1 8 - 0 0 0 1 ( 9 0 9) 3 8 4 - 5 0 0 2 ( 9 0 9) 3 8 4 - 5 1 0 2 F A X -( 9 0 9) 3 8 4- 5 1 5 8 T D 0 I T T Y( 9 0 9) 3 8 4 - 5 5 4 0 a.1:F0RNIA PUBLIC EMPLOY3EES' RETIREMENT SYSTEM Actuarial and Employer Services Division Public Agency Contract Services P.O. Box 942709 Sacramento, CA 94229 -2709 (916) 326 -3420 FAX (916) 658 -1586 ANTICIPATED SCHEDULE OF AGENCY ACTIONS The City of San Bernardino, #0061, hereby requests the documents necessary to amend its contract to include the benefit as shown below. X Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members. Enter dates• 1. 6/25199 THE DATE YOUR AGENCY NEEDS THE RESOLUTION OF INTENTION FROM THIS OFFICE TO INCLUDE IN AGENDA FOR YOUR GOVERNING BODY. This date must be at least four weeks from the date this form is received in the Public A enc Contract Services office 2. 7/19/99 ADOPTION OF RESOLUTION OF INTENTION. The lust reading of the Ordinance may be held on the same day the Resolution of Intention is adopted. 3 7/2'0/99 EMPLOYEE ELECTION. (Necessary for options which affect the employees rate of contribution.) 4. 8/16/99 ADOPTION OF FINAL ORDINANCE. This date cannot be earlier than 20 days after adoption of the Resolution of Intention (date #2). 5. 9/16/99 EFFECTIVE DATE OF ORDINANCE. Usually 30 days following the date of adoption (date #4), unless an Urgency Ordinance is adopted waiving the 30-day period. 6 10/1/99 EFFECTIVE DATE OF CaIPERS AMENDMENT TO CONTRACT. No change in employee or employer contribution rates - the effective date can be the day following the effective date of the Ordinance (date #5). Change in employee or employer contribution rates - the effective date cannot be earlier than the first day of a payroll period following the effective date of the Ordinance (date #5). Date 5/20/99 BY ED RAYA TITLE DIRECTOR OF HUMAN RESOURCES TELEPHONE— ( 909) 384-5161 THIS OFFICE WILL PREPARE ALL DOCUMENTS NECESSARY TO AMEND YOUR CONTRACT. IF YOUR AGENCY ATTEMPTS TO EXPEDITE THE AMENDMENT PROCESS BY PROCEEDING WITHOUT THE DOCUMENTS PROVIDED BY THIS OFFICE, LEGAL REVIEW MAY BE REQUIRED WHICH COULD DELAY THE ANTICIPATED EFFECTIVE DATE OF THE AMENDMENT. (Ordinance) PERS -CON -8 (Rev. 3/98) CAPERS 9 9 Actuarial & Employer Services Division , r- P.O. Box 942709 Sacramento, CA 94229 -2709 Telecommunications Device for the Deaf - (916) 326 -3240 (916) 326 -3420 FAX (916) 326 -3005 August 20, 1999 Mr. Edward Raya Director of Human Resources City of San Bernardino 300 North D Street San Bernardino, CA 92418 Dear Mr. Raya: Employer Code #0061 Reply to Section 105 We have received the Resolution of Intention to amend your CaIPERS contract to provide Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members. Enclosed are the following documents necessary to complete the proposed amendment: 1. Amendment to Contract. 2. Certification of Final Action of Governing Body (Form CON -5). Your agency adopted the Resolution of Intention on July 19, 1999, therefore, the earliest date the final Ordinance could have been adopted was August 8, 1999, pursuant to Government Code Section 20471. THERE ARE NO EXCEPTIONS TO THIS LAW. The effective date of this amendment may be as early as the day following the effective date of the Ordinance. Please insert the effective date on the last page of the Amendment to Contract. The following documents must be returned to this office. ORIGINAL SIGNATURES ARE RE= QUIRED ON ALL DOCUMENTS. 1. Amendment to Contract, two original executed sets. 2. Ordinance, original or certified copy. 3. Certification of Final Action Governing Body (CON -5), original. California Public Employees' Retirement System Lincoln Plaza - 400 P Street - Sacramento, CA 95814 City of San Bernardino -2- August 20, 1999 This amendment requires an adjustment in the amount of monthly benefit payments and shall become operative the first of the month following a period of 30 days after receipt of the final documents in the CalPERS Sacramento office. Please notify your personnel /payroll staff, as of the effective date of the amendment to the contract: (For assistance in payroll reporting, contact our Training and Assistance Unit at (916) 326- 3420.) The employer cost for the Fourth Level of 1959 Survivor Benefits is $3.20 per month, per covered member. (Subject to annual change.) Agencies will be billed annually and payments may vary depending on the funding reserve level of the pool. Please do not retype the Amendment to Contract and /or agreement documents. Only documents provided by this office will be accepted. If you have a problem with any of the documents, please contact this office prior to presenting to your governing body for adoption. A copy of the contract will be returned for your records after it has been executed by CalPERS. Please contact me at (916) 326 -3009 if you have any questions. Sincerely, ��, W��t ' Jean Krum Employer Representative Public Agency Contract Services JK:db Enclosures cc: "---)an Bernardino Regional Office C I T Y O F ra3{ 5an bernardino 99 auc 24 F` 2. - '.1 s� � tJ ��J ice(i%ta , \vJ CITY Oi seta BER1d,�l. R A C H E L C L A R K C I T Y C L E R K August 19, 1999 Jean Krum, Employer Representative Public: Agency Contract Services Ca1PERS Actuarial and Employer Services Division P.O. Box 942709 Sacramento, CA 94229 -2709 Dear Ms. Krum: Pursuant to your letter dated June 15, 1999 to Edward Raya, Director of Human Resources, enclosed please find a certified copy of San Bernardino Municipal Code Ordinance No. MC -1055. If you have any questions, please do not hesitate to contact me at (909) 384 -5002. Sincerely, i Rachel Clark City Clerk RC:ec:g Enclosures P. 0. 8 0 X 1 3 1 8, S A N 8 E R N A R D I N 0, C A 9 2 4 0 2 3 0 0 N 0 R P H 0 S T R E E T S A N B E R N A R 0 1 N 0 C A L I F O R N I A 9? 4 1 8 - 0 0 0 1 ( 9 0 9) 3 8 4- S 0 0 2 ( 9 0 9) 3 8 4- S 1 0 2 F A X -( 9 0 9) 3 8{- S 1 5 8 T 0 0 / T T Y -( 9 0 9) 3 8 4- S 5 4 0 CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM Actuarial and Employer Services Division Public Agency Contract Services P.O. Box 942709 Sacramento, CA 94229 -2709 (916) 326 -3420 FAX (916) 658 -1586 AMENDED ANTICIPATED SCHEDULE OF AGENCY ACTIONS The City of San Bernardino, #0061, hereby requests the documents necessary to amend its contract: to include the benefit as shown below. X Section 21574 (Fourth Level of 1959 Survivor Benefits) for local fire members. . _W low Enter d 1. 6125t9 DATE YOUR AGENCY NEEDS THE RESOLUTION OF INTENTIQN FROM j -)o THIS OFFICE TO INCLUDE IN AGENDA FOR YOUR GOVERNING BODY. 'Phis date must be at least four weeks from the date this form is received in the Public Auency Contract Services office. 2. 7/19/99 ADOPTION OF RESOLUTION OF INTENTION. The first reading of the Ordinance 2a. 8/2/99 FI h S�ffu RDTKANCE�Iu�o� nan enti�a isdaover. U� Ur finance ai 3. N/A EMPLOYEE ELECTION. (Necessary for options which affect the employees' rate of contribution.) $= l6_u/c/ 4. -9i'�99 ADOPTION OF FINAL ORDINANCE. This date cannot be earlier than 20 days after adoption of the Resolution of Intention (date #2). S. EFFECTIVE DATE OF ORDINANCE. Usually 30 days following the date of adoption (date #4), unless an Urgency Ordinance is adopted waiving the 30-day period. 6. 11/'1/99 EFFECTIVE DATE OF CalPERS AMENDMENT TO CONTRACT. No change in employee or employer contribution rates - the effective date can be the day following the effective date of the Ordinance (date #5). Change in employee or employer contribution rates - the effective date cannot be earlier than the first day of a payroll period following the effective date of the Ordinance (date #5). lo' BY ED RAYA TITLE DIRECTOR OF HUMAN RESOURCES Date 7/7/99 TELEPHONE (909) 384 -5161 THIS OFFICE WILL PREPARE ALL DOCUMENTS NECESSARY TO AMEND YOUR CONTRACT. IF YOUR AGENCY ATTEMPTS TO EXPEDITE THE AMENDMENT PROCESS BY PROCEEDING WITHOUT THE DOCUMENTS PROVIDED BY THIS OFFICE, LEGAL REVIEW MAY BE REQUIRED WHICH COULD DELAY THE ANTICIPATED EFFECTIVE DATE OF THE AMENDMENT. (Ordinance:) PERS -CON -8 (Rev. 3/98)