HomeMy WebLinkAboutID-3034
City of Palo Alto (ID # 3034)
City Council Staff Report
Report Type: Action ItemsMeeting Date: 7/23/2012
Summary Title: Implementation of Terms for Police Managers' Association
Title: Adoption of A Resolution Implementing Terms for Police Managers’
Association Pursuant to Government Code Section 3505
From: City Manager
Lead Department: Human Resources
Recommendation
Staff recommends that the Council hold a public hearing and adopt the attached resolution
implementing the changes described in this report to certain terms and conditions of
employment for employees in the Police Managers’ Association.
Background
The Police Managers’ Association (PMA) petitioned to form a bargaining unit in September
2009, which was accepted by the City on October 29, 2009. Previously they had been members
of the unrepresented Management/Professional Unit. This group consists of two (2) Police
Captains and five (5) Police Lieutenants, all sworn officers. The current average salary for PMA
members is $165,000.
The City and PMA began negotiations over two years ago, in January 2010, The parties have
held 28 formal meetings and numerous informal discussions and exchanges, including a 6-
month period in FY 11 during which the City had in-depth discussions with all labor groups
about retiree medical benefits and the PMA president took the lead on the labor side of those
discussions.
The Meyers Milias Brown Act (“MMBA”) requires the City to bargain in good faith, and prohibits
it from changing terms and conditions of employment for represented employees without
completing good faith negotiations and legally mandated impasse procedures. Thus, when the
Police Managers formed a union in 2009 the City was generally required to maintain the status
quo on benefits until changes could be negotiated through collective bargaining.
After negotiating in good faith to impasse, California Government Code Section 3505.7 allows
the City to implement the terms of its last, best, and final offer after completing applicable
impasse procedures and holding a public hearing. Although implementation does not establish
a Memorandum of Agreement, the implemented terms will change the status quo on items
implemented until the parties can reach agreement. Following implementation, the City is still
required to negotiate matters within the scope of representation and, at a minimum, must
meet and confer prior to adoption of the budget for the next fiscal year.
On May 23, 2012 the City declared impasse in the PMA negotiations. A new state law effective
January 1, 2012 allows a union to request fact-finding as an impasse procedure within 30 days
of the declaration of impasse. If fact-finding is requested, the City must complete that process
prior to implementing terms. However, the PMA did not submit a request for fact-finding.
Therefore, section 3505.7 allows the City to implement terms after holding a public hearing.
Given the extensive period of time the parties have been bargaining, the detailed discussions
and exchange of ideas without final agreement, and that the PMA’s proposals on retiree
medical have not met the City’s fundamental objectives of cost and risk sharing, staff believes
that continued discussions would be futile. Further, the lack of overall agreement has
prevented the City from establishing a second pension tier for police officers and police
managers which is a high priority structural change for the City and one that has already been
completed for miscellaneous employees and fire fighters and fire managers.
Discussion
The parties have been bargaining for an initial MOA for more than two years. During these
PMA negotiations the City also negotiated and reached significant concessionary agreements
with the fire union and fire chiefs, as well as the police union.
The City has focused on negotiating three key concessions consistent with those established
with the Management/Professional unit and Fire Chiefs’ Association: (1) an employee cost
share for medical premiums of 10% for active employees, (2) a contribution toward medical by
future retirees and (3) creation of a reduced second pension tier. SEIU and IAFF have also
agreed to contracts with these three concessions.
The PMA and the City have drafted and signed tentative agreements on all subjects except a
contribution to medical premiums for future retirees, an issue on which the parties remain
fundamentally at odds and substantially protracted the negotiations.
The City proposed the same language for PMA that SEIU, IAFF, FCA, and Management now
have, which provides that the City will pay the same amount for future retirees that it pays for
active employees. The result of this language is that since active employees pay a portion of
the medical premium costs, future retirees will also share in that cost.
Although the PMA proposed several alternatives to the City’s proposal, the City rejected those
alternatives because none involved contributions from employees in retirement. Although the
PMA argued that some alternatives could save the City more money than the City proposal, the
City does not believe that it is appropriate to exchange potential short term monetary savings
for a long term structural change that requires employees to share in the cost and the risk of
this benefit. The City strongly believes all employees should share in the sacrifices made to find
solutions to our problems of escalating pension and medical costs, and has been negotiating
similar language to establish modest employee cost sharing for pension and medical benefits
across all units. Sharing the risk of future increases invests everyone in focusing to keep future
costs down.
The City not only faces economic pressures in the current budget, but also has concerns about
projections for the next 10 years that indicate steep increases in medical and pension costs will
continue. The structural change of employee and future retiree contributions to medical
premiums recently established for miscellaneous employees and managers as well as all fire
employees has had a positive impact, reducing the City’s OPEB liability by approximately $15
million.
Alternatives put forth by the PMA such as requiring current employees to contribute more as
active employees in lieu of medical contributions as retirees or substantially reducing the
benefit for new hires in lieu of not requiring a retiree medical contribution, would mean that a
group of current employees would not have to share in the costs and the risks. The City does
not believe it is fair or in the best interest of the City’s long term financial health to exempt
PMA from having to make contributions as future retirees.
To help provide perspective on the magnitude of the problem, an April 2010 CalPERS study
found lifetime expectancy to be slightly higher than age 80 for both men and women, including
those in public safety. Recent history shows 3 of the 7 members of PMA recently retired on
their 50th birthday. There could be in excess of 30 years of medical coverage after retirement
for each of these former employees. Right now the City carries the full burden to fund medical
coverage for retirees and their families and carries all of the risk for all future premium
increases. In just the past two years the City's accrued unfunded actuarial liability for retiree
medical benefits has grown from $105 million to over $130 million. With this year's average
PERS medical premium increase of nearly ten percent, there is little reason to feel optimistic
that this number will stop growing, making the need for everyone to contribute even more
critical.
Therefore staff recommends implementing the following terms for this unit, all of which were
tentatively agreed to by both parties prior to the City’s declaration of impasse, except the
provision on addressing retiree medical:
1. Second pension tier with the formula of 3%@55 and final salary calculation based on an
average of the 3 highest years rather than the single highest year.
The parties reached a tentative agreement to modify the City’s contract with CalPERS to
establish a new tier of pension with a reduced formula of 3%@55 and to change the way final
salary is calculated for purposes of determining the monthly pension amount. Current
employees use the single highest year of salary, future new employees will use an average of
the highest 3 years instead. These changes to pension may only be applied to future new hires
pursuant to CalPERS rules and will apply to future new hires in the Police Officers’ Association
(POA) and members of PMA. The POA agreed to this change in their new contract adopted
5/14/12, but the City has not been able to move forward to establish the second tier until it is
approved for PMA due to PERS rules.
2. Medical cost share of 10% for active employees.
Until 2009, the City paid the entire cost of an employee medical plan up to the family level.
Since that time the City has bargained for employee contributions to medical premiums of 10%
across all bargaining units and the unrepresented Management/Professional employees. The
City believes that employees should share in the cost of this benefit, the risk of future premium
increases, and that employees are better consumers of medical services when they are
responsible for some of the cost. The parties reached a tentative agreement on this issue but
have not been able to put it in place without approval of the package agreement by PMA.
3. Medical cost share by future retirees
The City has bargained for and put in place pattern language across all bargaining units plus the
unrepresented Management/Professional group providing that the City will make the same
contribution toward medical premiums for future retirees that it makes for active employees.
The exception is the Police Officer’s Association and Police Managers’ Association. The Police
Officers’ Association and the City are at Impasse on this issue and are in the process of
completing Fact-finding procedures on this issue. The City proposed the same pattern language
for PMA and PAPOA.
The City and PMA exchanged numerous proposals on this topic. All of the PMA proposals were
designed to exempt current employees from making a contribution as future retirees. The City
rejected those proposals on the basis that the City seeks a consistent and equitable approach to
structural change in the retiree medical benefit and exempting one unit of highly paid
managers from modest cost share does not meet the City’s philosophical or economic goals.
Given that the parties were not able to agree after significant discussion and exchange of ideas
and proposals, staff recommends the Council implement the City proposal The City’s
contribution to retiree medical for future retirees will be the same City contribution as it makes
for active City employees. By implementing the active employee contribution discussed above,
the level of contributions will be 90% (City) and 10% (employee) unless and until the parties
negotiate something different.
4. Establish a Retirement Health Savings Plan
The City and PMA reached a tentative agreement to establish a Retirement Health Savings Plan
to provide for a pre-tax mechanism for employees to set aside their own money in an account
to be used post retirement for healthcare costs subject to IRS rules and Plan guidelines. The
City supports this as a proactive approach to assist and encourage employees to plan for their
future.
5. Modify Vacation Cash Out Procedure to Comply with IRS Guidelines
The parties reached tentative agreement on this issue. The City met with all bargaining units
last fall to update the City’s process for cashing out accrued vacation to ensure compliance with
IRS requirements.
6. Management Annual Leave Accrual Timing
This provision changes the Management Annual Leave accrual from a fiscal year basis to a
calendar year basis to coordinate better with the cash out procedure described above. The
parties also reached tentative agreement on this issue.
The City believes that implementing these terms at this time is reasonable given the
extensive period of negotiations, the fact that all (or in the case of the retiree medical
provision, nearly all) employees are already subject to the same provisions, and that the
parties have reached tentative agreements on all but one of these issues. Staff regrets that
a negotiated deal could not be reached, but given the PMA’s continuing refusal to respond
to the City’s key goals for retiree medical, believes that further discussion of that topic at
this time will be futile and only serve to further delay the other important changes
proposed for implementation.
Resource Impact
Implementation of the above terms with PMA will have expense savings and cost avoidances.
Annual Savings
10% contribution toward medical costs for
Active employees $11,000
Savings or cost avoidance from the second tier pension formula of 3%@55 and 3 year average
will not be realized for approximately two years after the second tier is implemented.
Policy Implications
This recommendation is consistent with City Council direction to achieve structural changes in
employee compensation for short-term and long-term savings.
Environmental Review
Implementation of terms is not a project subject to review under the California Environmental
Quality Act (CEQA).
Attachments:
Reso Imposing Terms of Last Best Final Offer PMA (PDF)
Prepared By: Elizabeth Egli, Administrative Assistant
Department Head: Kathryn Shen, Director, Human Resources
City Manager Approval: ____________________________________
James Keene, City Manager