HomeMy WebLinkAboutRESO 5006, ' •• • ORIGINAL
RESOLUTION NO.
RESOLUTION OF THE COUNCIL OF TiiW0eITY OF PALO ALTO
OF INTENTION TO APPROVE AN.AMENDMENT TO CONTRACT
BETWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC
EMPLOYEES• RETIREMENT SYSTEM AND THE CITY OF
PALO ALTO
WHEREAS, the Public Employees' Retirement Law permits the
participation of public agencies ·and "their e1'1ployees in the
Public Employees' Retirement System by the execution 0£ a
contract, and sets fc,rth the procedure by which gaid public
agencies may elect to subject themselves and their employees
to amendments to said law1 and
WHEREAS, one of the steps required in the procedure to
amend this contract is the adoption by the legislative 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 changes proposed in said contract; and
WHEREAS, a summary of the major provisions of the proposed
changes is set forth in EXHIBIT B, which described the amendments
which will take effect upon the approval of the text of the
amendments as set forth in EXHIBIT A. Both EXHIBIT A and EXHIBIT
B are attached hereto and made a part hereof for all purposes.
NOW, THEREFORE, the Council of the City of Palo Alto does
RESOLVE that notice of its intention to· .approve the .attached .....
amendment to the contract between the City Council and.the Board
of Administration of the Public Employees·•. Retirement System,
as set forth in EXHIBIT. A is hereby. given.
INTRODUCED AND PASSED: September 18, 1974
AYES: Beahrs, Berwald, Clay, Comstock, Henderson, P~arson, Rosenbaum, Sher
NOES: None
ABSENT: Norton
~ YMifuiqer
· Mayor .
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~... AJIBIDME2i'l' TO CON'l'RACT BE1.'WEEN THE
,, ' ~ABD O!' ADMINISTRATION ~?.£,, me EMPLOYEES. RETIREMENT SYSTEM
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· ~~ ·'"'~ Cift COUNCIL ~"-•• ~~ ~ • OP' mg ~ ~. ,,~£7-~ . Clft OP PALO ALTO ~ ~,t;l~ l!oard of Admini.stration, Public Emp1oyees1 Retirement System, hereinarter
referred to as Boa.rd and tbe CITY COUNCIL of the CITY OE' PALO ALTO, hereinafter
~erred to as Public Agency having entered into a contract under date of March q,
1942, effective January l, 1942, as amended e:t'fective January l, 1948, April l,
1949, January l, 1952, July l, 1954, l'ebrua.ry 1, 1956, November 1, 1964, September
2', 1968, December 14, 1970, February l, 1.974, and Jul.y a, 1974, and as provided
'b7 Chapters 170 and ·316, Statutea of 1971, "Nhich proviC.·? for participation of
Public Agenc7 in said System, l3oard and Public Agency hereby agree as follows:
A. Paragraphs l tbroiigh 9 are hereby st:ricken fr<>m said contract as executed
effective January 1, 1942, and are hereby replaced. by the following para-
graphs muabered l through 9 inclusiv~;
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·l. .lll words and texms used herein wh:1ch are defined lD ·:.he Pq.blic Employ-
ee.-' Retirement Law shall have the meaning as defined therein unless
otherwise specii'.icall;r prori.ded. 1'.N'ormal retirement age" shall mean
a,ge 60 for misGellE...neou& members and age 50 for local. f'iremen and
locel polieemie!l.~
2. Public Agency shall participate 1n the Public Employees' Retirement
--· S7stem from and after January lt 1942, making its employees as here-
inafter provid£·l, members of said System subject to all provisions ot
the Public Employees 1 Retirement Law except such as apply only on
election of a contracting agency and are not ;.•rovided r...,r herein and
to ell amendments to said Law hereafter enacted except such as b7
ezpreso provisions thereof' appl.7 only on the election of contracting
agencies.
3. Employees of Public J.gency in the following classes sbal.l. become mem-
bers of said Retirement Systeia excep'\ su~ in each such class as are
excluded by law or this agreemen~:
a. Local. :tiremen (herein referred. to as local safety JReJl\.bers);
b. Lo~ policemen (herein re~erred to as local saf'ev members);
c. B:mployeea other than local safety members (Hrein rderred to
as miscellaneous members).
D.e following employees shall be excluded t'roa 11e11bership in said
Retirement System:
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PBBOONS COJIPniSA~ Olf .1B HOURLY BASIS
HI.RED ON OR AFTER NOVEllBER l, 1964 •
.. • • ~-4. ~~on of :tin.al. compensation to be provided for sach year or
~<Ii·~ prior and current service as a miscellaneous memb ... r shall
· ~'~provided in Section 21251.l} of said Retirement Law.
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. ~k~e :traction of final coq>ensation to be proVided for each year ot
~<lo ... ,-r:edi.ted prior and current service as a local safety member sbal.l
~'-~~·be 1ibat provided in S
0
ection 21252.0l of the :Retirement Law. . ..
~~if.~i}. fhe following additional provisions of~ the Public Employees 1 Retire-( · <t.,. :ment Le.w which apply upon election of a contracting agenc,-shall ~~ apply to the Public Agency and 1 ts employees:
a. Section 20952.5 (proVidi.ng fl)r age 55 as the mininm voluntarT
re1i1.rem.ent age for local policemen with benefit payments com-
aenc:ing prior to age 55 subject to actuarial di.acount).
'b. Section 21380-7 (providing for allowan(~es for surrlTors of mem-.
bera covered under the program upon death before retirement).
c. Seo'tlon 21222.l (providing :ro:-increases 1n allowances to which
1ibe annual cost-of-livJ.ng provisions apply, payabl.e for tim·.? com-
aencing on ·the first dS3 of the calendar month coinciding with or
next following the effective date of' this amendment to or on
account ot persons ret:ired or members deceased. on >r prior to
l>eceaber 31, 1970).
7. Public Agency s!Jal.l. contribute to said Retirement s,-stem es follows:
a.. \Tith respect to miscellaneous 111eJJ1bers, the public a.ge."l~Y shall
co11tribute the :following percentages of mnthl.7 sa.l.aries earnecl
as lliscellaneous members of said System:
(l) 0.33 percent witil June 30, 2000 on account ot the liability'
for pr:Lor service benefi~ ••
(2) 7.67 percent on account o! the JiaMlitJ-:tor current service
benefits.
(3) l.00 percent on account of the. lia'bili'Q' for the l959 Sur'l'i.vors
program.
(4) 0. 76 percent U?ltil Januaey' 31, 1977 w prov-tde tor benefits
under Section 21222.l of the Government Code.
b. With resp~ct to local. saf'etJ" members, the public agenc;r shall con-
tribute the :tol·lowing perceI!tages ot montbJ.7 salaries earned as
local safety :members of said System:
· (1) 0.5,1 percent un-Ul June 30, 1981 on account ot the liab111."tJ"
for prior service benefits. ·
(2) 20.152 percent on account ot the llabi.lit.f tor current senice
bener+ta. · ·
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Bet. Pora 7C2-2 ....
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. (3) 0.041 percent on account of the liabili v for the 1959 Survivora
program..
(4.) l.270 percent until January 31, 1977 to pron.de ror beneti.ta
linder Section 21222.1 of the Government Code •
• c. J. reasonable amunt per annum, ss fixed by Board to cover the costs
of administering said System as it affects the employees of Public
A&enc7, not includir.g the costs o:t special valus.tions or the period-
ical inveatiga ti.on and valuation required b7 law.
d. A. rea&')nable &110unt as .fixed b7 the Board, payable in one install.-
ment as the occasions arise, to cover costs of special valuations
on account ot emplo1ees of Public Agenc1, end costs of the period-
ical 1nves1dgation. and valuation required by law. -
8. Contributions required by PUblic Agency and its employees shall be sub-
~ect to adjustment by Board on account of amendments to the Public
Bmplo7ees' Rett.rem.ent Law, and on 9.Ccount of tbe experience under the
Retirement System, as.determined by the periodical i.nvestigatiob and
'Y&luation required by said Betirement Law.
9. Contributions required of Public Agency ar-l its employ.:.es shall be paid
·by l'a.blic Agency to the Retirement System within thirty days after the
end of the period to whi.ch said contributions refer. If more or· iess ·.
~ the correci. amc"mt of co:ntrib.itiona is paid !or any period, p:t'Oper
edjustment shall be made in co?mection with e'J.bsequent remittances,
or adjustments on account of errors in contributions reqUireli ot any
employee 1D8Y' be made by direct ca.sh p~nts between the employee and
Board. P~ts by Pu.blic Agenc1 to »oard may be made in the f("rm of
warrants, bank cilecks, bank drafts, certified ch.eeks, money orders,
or cash.. ..
D. !his amendment sball be attached to said contract and shall be ettective
on the day' of •
Wi tnes·s our hands tb1 '"l ----------dq of-------------·
l10ABD OP AD.MINISTB.l!ION
PUBLIC EMPLOYEES' RETIBDEft smm11
BY.._·-~----------------William E. P831le, Executive Ott:l.cer
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Cifi COO»CIL
01 mE
~fi OP PAJJJ AL:O
Attest:
Clerk • .
Jlet. Pora 702-3 ....
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MEMBERSHIP
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EXEIBIT B
SUMMA..llY OF MAJOR PRO\'J'SIONS
Local Safety Members -2% at 50
!Cetirement Program
Me.iabership is compulsory for all employees t other than elective officials; wt . .J
are employed one-half time or m0re • . ..
. SERVICE RETIREMENT
The c~rliest :etircr:ent age is 50; the normal retiTernent age is 50: and the
C<Dpulsory retirement age is 60. A local safety member may retire any tii:r.a after
age 50 provided he has at le·as t 5 years of service.
'l'be JDOntbly income is det·.?rmined by age at retirement, years o~ credited service.
amd "final compensation". The latter term means the average monthly salary (excluding
overtime) earned during the final 36 consecutive mon.ths tmlos member ~pecifically
requests another 36 consecutive ~cnth period.
'1'he· unmodified life. allowance will be "2% of final compensation" for each year of
safety service upon re~irement at age 50 with increasing percentages to a maximum. of·
2.7% at retirement at age 5S. Service retirement benefit is subject to a limitation
of 75% of final compensation •
. A minimum service retirement allr.•.11ance of $10v per month is g;1aranteed upon
compulsory retirement with credit for prior service.
DISABILITY RETIREMENT
An employee becoming disabled to the extent that he is incapable of performing
his duties shall be retired for disability. His disability will be either employment
connected (industrial disability) or otherwise {nonindustrial disability).
An employf·e who b~comes dJs:ibled vhile a member of this System for reasons
arising out of his employment, will be eligible for a life income of "fifty (50%) per-
cent of his final compensation. If his disability is such that he is also en.titled
to a disability inco~e fron Social Security, the State System benefit will be reduced
by the mnount of bis Soci'1l Security benefit •
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An employee becoming disabled for reasons not connected with his employaient shall
be eligible for disability retirement provided he has at least 5 years of service;
such dis~bility allowance is equal to 1.8% of final compensation for each year of
service, with a guarantee of 1/3 of such final compensation for most employees who have
rendered at least 10 years of service. The "ordinary" disability retirement allowance
shall under no circumstances exceed the service retirement a!lowance which would
become p?vable at age 60 if employment could be continued to that age.
~Am BENEFITS
P@ath Before Retirement
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Basic Death Benefit This benefit is a refund of the meinber's accumulated
contributions plus six months' salary provided he bas been a •ember
for six-years or more. For those who die before completing six years
of :membership, the benefi: is one month's salaTY for each year of
membership plus refund of contributions. The salary referred to is
that earned during the year preceding death. Prior service do•.:s not
count toward this benefit.
~dustrial Death If death is service-connecte-t in the jud.:.1Dent of the
llld·?Strial Accident Commission, a monthly income is paid to" the widow
for life (or until remarriage) instead of the .clJove basic death
benefit. However, i.f she is also eligible for sunivor benefits from
Social Security becal.ise of the member's death, the State system
benefit will be reduced by the amount of siJc.'l Si,citil ::>ecu&:"ity so lo-ug
as Social Secnrity benefits are payable (usually until the youngest
child reaches 18 and after the widow reaches age 62). The total,
including Socia~. Security, would be 50Z of "final compensation". If
death was caused by external violence or physical force, the total
benefit (including Social Security) would be ".ncr~ased ;o the follow-
1J1g percentages of "final compensation" so long as the widow lives
and does not remarry:
Widow with 3 or more children under 18
Widow vi th 2 children under 18 .
Widow with l child wder 18
1957 Survivor Benefit Emplo~ees with·5 c~ more years of service who have
reached the minimum age for service retirement have further death
protection under this item. Here the surviving widow can elect to
receive either the basic death benefit or a monthly income equal to
one-aalf the unmodified retirement allowance the employee was eligible
for on the date of his death. 'nle monthly income lasts until the
widow's death or remarriage with. a guarantee that the System ~ill pay
as much as under the basic death benefit.
1959 ~urvivor Benefit A monthly allowance shall be paid to certain sur-
vivors of a member who dies before retirement.
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-Death After Retirement
1.be death benefit is $500. lbis is in addition to any payments which
might be ·ID.3de under an . .optional ret1rement benefit chosen by the
member at retireDJent. '
URMINATION or EMPLOYMENT
Upon termination of employment, an employee with at least S years of service may
either leave his contributions with the System and rec~ive, upon attaining retirement
age. the retirement benefit he has earned, or he cay withdraw his contributions (plus
iD~erest), thus terminating his membership in the System and receiving no retirement
benefits. Except, (1) a member with less t:llan 5 years of· service shall not have the
privilege of leaving his contributions vi th the System, but shall automatically have
his contributions, plus interest, refunded upon termination uf employment, and (2) a
aP.JDber who is transf~rring to employment with another agency which is covered under
the System shall not have the right of withdrawing his accumul~ted contributions.
EMPLOYEE cONtRI:SUTIONS
"Each member·mak~s monthly contributions to the System -hich are dea~ct.ec from his
s&lary. The rate of contribution (percentage of pay) is 9% of .salary earned,
exclusi~e of overtime, on the date this formula becomes effective.
'l'he employer also contributes to-..rard the ccst of the benefit~. The c::ount con-
tributed by ~he employer for current service retirement benefits will, on the average
exceed the cost to the employee. In addition, the employer be3rs the entire cost of
pri,1r service benefits, the industrial death and disability benefits.
All contribution rates are t ·.abject to revision b7 the noard of Administration.
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