HomeMy WebLinkAbout19 - Charter Amendment - Public PensionsCITY OF NEWPORT BEACH
CITY COUNCIL STAFF REPORT
Agenda Item No. fQ
September 25, 2007
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Robin Clauson, City Attorney
(949) 644 -3000
rclauson(a)city. newport- beach. ca. us
SUBJECT: Program Charter Amendment Regarding Public Pensions
ISSUE:
Should the City Attorney be directed to prepare a Charter Amendment for
Council consideration that would require a public vote for any changes in public
pensions for City workers that would result in increased costs to the City?
RECOMMENDATION:
The City Council should decide whether or not to place a City Charter
Amendment regarding public pensions for City workers on a future ballot and, if it
decides to do so, refer the proposed Charter Amendment to the City Attorney
with direction for draft language.
DISCUSSION:
Background: One of the major enticements and remunerations for municipal
workers has historically been a defined benefit pension plan, typically
administered by the California Public Employees' Retirement System (CalPERS).
By Ordinance No. 533, adopted and approved on March 19, 1945, the City of
Newport Beach joined CalPERS and has offered its employees a defined benefit
pension plan since that date. The City s contract with CalPERS is authorized by
section 900 of the City Charter and may not be terminated without a vote. Over
the years, due to State legislation, plan amendments, and collective bargaining
agreements, the defined benefit plans offered to City employees have changed
many times. Also over the years, primarily due to the investment rates of returns
achieved by CalPERS on plan assets, the cost of these defined benefit plans to
the City have varied greatly — from 0.0% in the case of miscellaneous employees
to 26.702% for safety employees for the fiscal year ended June 2006.
Charter Amendment Regarding Public Pensions
September 25, 2007
Page 2
Although CalPERS has a fifteen -year average compounded return on
investments of over 9.0 %, recent actuarial investment losses have had a
significant impact on actuarially required employer contributions by the City. Until
recently, CalPERS actuaries assumed an annual investment return of 8.25 %.
The actual investment returns for the fiscal years ended June 2001, 2002, and
2003 were -7.2 %, -5.9°% and +3.9%, respectively. This produced a three -year
actuarial loss of - 15.45 %, - 14.15°%, and - 4.35° %, respectively, or a three -year
cumulative actuarial loss of - 33.95 %. Investment returns have rebounded the
past few fiscal years but, _ to protect against future rate increases CalPERS
adopted a new "rate smoothing" method which spread these asset gains and
losses over many years. The net result is that the City can expect the employer
contribution rates to the pension plans to remain within current ranges for many
years.
At the City Council Meeting of August 14, 2007, Council Member Curry raised the
idea of a future Charter Amendment that would require a public vote of the voters
of Newport Beach to approve any change in public pensions for City of Newport
Beach employees that would increase the cost of pensions to the City. This idea
was further discussed at the City Council Finance Committee meeting of August
28, 2007. Councilmember Curry presented information to the Committee
regarding his proposal and suggested something similar to provisions in the
Charters of the Cities of San Diego and San Francisco. The information provided
to the Committee is attached as an exhibit to this Staff Report.
Public Notice: This agenda item may be noticed according to the Brown Act (72
hours in advance of the public meeting at which the City Council considers the
Rem).
Funding Availability: If approved, this action would only require minimal funding if
the vote is held in conjunction with a .regularly scheduled municipal election in
2008.
Pre pa by:
Robin L. Clauson,
City Attorney
Attachments: Material Presented to the Finance Committee (August 28, 2007
Mayor -ftft
Steven Rosansky
Mayor Pro Tem
Edward D. Selich
Council Members
Keith D. Curry
Leslie J. Daigle
Nancy Gardner
Michael F. Henn
Don Webb
CITY OF NEWPORT BEACH
OFFICE OF THE CITY COUNCIL
August 28, 2007
Memorandum
To: The City Council Finance Committee
From: Keith Curry
Re: Charter Amendment to Require Public Vote to Increase
Pension Benefits
As you are aware, on August 14, I requested the Finance Committee
consider the issue of requiring voter approval for increases in the
publicly funded pension benefits of City employees.
This idea is patterned after the long standing practice in the City and
County of San Francisco to require voter approval for pension benefit
increases. In San Francisco, the benefit plan itself is written into the
Charter (Appendix A), and therefore requires a vote to change. Third
party research indicates that out of 131 separate elections on pension
increases, they were approved by the voters 52 times. The
San Francisco system is currently over funded at 104% and is one of
the few California jurisdictions without a serious pension funding
shortfall.
It is interesting to note that in 1996, San Francisco voters approved an
increase in benefits for existing retired employees by a margin of
50.7 %, an increase in firefighter retirement benefits by 57.7 %, and
rejected an effort to repeal the voter requirement with 72.6% voting
not to repeal.
The City of San Diego, facing a funding ratio of only 68.2% and an
unfunded liability of $1.4 billion, submitted Proposition B to the voters
in the November, 2006 election. Proposition B was enacted with a
69.95% Yes vote.
City Hall • 3300 Newport Boulevard • Post Office Box 1768
Newport Beach California 92658 -8915 • www.city.newport- beach.ca.us
Finance Committee
August 28, 2007
Page 2
Proposition B amended the San Diego City Chatter to require the following:
It requires that any increase in retirement benefits to any employee or elected official shall
not become effective without a ratifying vote of the electors. (Cost of living increases
were excluded. Because we are members of PERS, rather than a stand alone system, the
cost of living language is not relevant for us.)
2. It adopted language that required any change that affects the benefits of any employee
under the retirement system or affects the vested defined benefits of any retiree shall not
be enacted without approval of a majority vote of the affected employees or retirees. This
would appear to protect employees from having their benefits reduced unilaterally without
a vote of the plan participants.
3. The Charter amendment requires the preparation of an actuarial study to be developed and
published in the ballot pamphlet as part of any request to increase benefits.
4. It allows for the negotiation of tentative agreements with employee bargaining units;
however, such agreements remain tentative as it relates to increases in pension benefits
until ratified by the voters.
5. The Amendment includes an automatic sunset provision after 15 years unless re-approved
by the voters.
6. The Amendment was effective on January 1, 2007.
Discussion
I believe the San Diego Charter Amendment provides a good template for Newport Beach.
Conceptually, I believe our charter amendment should include the following provisions:
A. Require that all increases in pension benefits shall require voter authorization.
Specifically, this should apply to changes in the basic retirement formula, e.g., 3@50, and
changes in the amount of the percentage of City contributions for retirement costs.
B. Any increase being submitted to the voters, should include an independent actuarial cost
assessment disclosing the expected cost impact to the City for such an increase. This
should be included in the ballot pamphlet. Adjustments to pension benefits that do not
result in increased actuarial costs should not be subject to the voter requirement.
C. The City should be authorized to reach tentative agreements, but any agreement requiring
an increase in public cost for pension benefits shall remain tentative until ratified by the
voters.
Finance Committee
August 28, 2007
Page 3
D. Cost of living adjustments in benefit payments as determined by the PERS board would
not be subject to this amendment. Discretionary adjustments to the City contribution rate
based on cost of living or other automatic adjustments will require a vote.
E. Nothing in the amendment should preclude the City from advancing its payments or
accelerating the pay down of its unfunded liability at its discretion, so long as the benefits
paid to retirees are not increased.
F. This amendment shall be limited to pension benefits.
G. Language that requires the approval of bargaining units prior to any change (not resulting
in an increase in benefits), would appear consistent with current practice and is an
appropriate safeguard against bad faith bargaining.
H. A sunset provision is appropriate; however, it should be after 20 years and should coincide
with an election year.
If the Finance Committee concurs, I would recommend that this item be reported to the September 25
City Council meeting with a recommendation, and at that meeting, the full council be requested to
give direction to the City Attorney to bring back for consideration a draft Charter Amendment.
Thank you for your consideration.
Employees' Retirement Benefits . San Diego County, CA
Page I of 5
-eau• Of Woll»n VOWS of Cslifernu aduestlon fund
San Diego County, CA November 7, 2006 Election
Proposition e
City Employees' Retirement Benefits
N 1�✓�te»; City of San Diego
Charter Amendment - Majorlty Approval Required
wren
Pass: 213009169.95% Yes votes ...... 9t4961 30.05% No votes
See Also: Index of all Propositions
Results as of Nuv 21 21l Opm
Information shown below: Eiyc Irnpa ct I Impartial Analyois l ArEam�ia I i%II Te
Shall the C4arler be amended to re4itim voter approval jar any
Mereaaes 1n retdrement system be a lisforpublte employees?
Fiscal Impact:
As recent as June 30, 2000, the valuation of the plan assets was
$2.46 billion and the projected Plan liabilities were $2.53 billion,
M represented s Rwdiag ratio (Plan assets to Plan liabilities) of
97.3 %. Ag June 30, 2005, the most recent data available, the Plan
assets were 53:48 hitlion, while the projected Plan liabilities have
Uruwn to $4.38 billion. 'Phis roprosonts a funding ratio of 60.2%
and an unfunded liability of $1.4 billion. In addition, the
unfunded liability as a poroentage of payroll went from 1$,4% in
fiscal year 2000 to 216.9% in fiscal year 2003.
While a portion of the increase to the Itnfltnded liability was the
result of poor investment perfonnenco, the significant cause of
the City's Current dilemma resulted fium the City's decision to
grant increased employee retirement benefits while at the same
time not maldng the necessary contributions to fund these
benefits. During this same time period, the City's annual required
contributiun to the System grew $oast $47.5 million in fiscal year
2000 to S 162 million in fiscal year 2007, taking valuable
resources away from critical sorvioos and capltal heeds.
Proposition B roquires that City elnplvyee benefit in4reases
approved by the City 06moil be subject to approval by San
a Diego voters. It also requires public disclosure of the fill cost
and impact of the proposed. benefit increases on the financial
stability of the Cityhem
's retem system, along with a clear
etrplaWOn of the proposed source of funding for these benefits.
Costs associated with public votes on proposed benefit increases
would be limited, with the expectation If Proposition B is
approved that City employee contracts would be synchronized
Official Information
News and Analysis
-.I-1 s- �.. s.., .
• FUblic'eafety net' or's
'7.9118/06
Suggest a link related o
gronositi9ll B
Links to 10V W a outside of Smart
Motor ero provided far informatiop
oniy and e0 not imply endeneaent.
Proposition B: City Employees' Retirement Benefits . San Diego County, CA
with regularly scheduled elections, and such votes would be
consolidated with regular primary or general elactions.
Impartial Analysis from City Attorney WRehaei J.
Agulm
The City Council has authorized the placement of a proposition
on the ballot seeking voter approval to amend Article IX, section
143.1 of the San Diego City Charter. The amendment would
require that voters approve certain increases in retirement system
benefits for pubilc employees. In particular, the proposition
provides that any ordinance that amends the City's retirement
system by increasing the benefits of any employee, legislative
officer or elected official shall not be adopted without approval
of a majority of the qualified electors voting on the nuttter.
The ballot question states that voter approval Is required fur "any
increases." The text of the measure states that increases in
benefits due to cost of living 4ustments would not require a
vote of the electorate.
This measure oleo, provides that, prior to placement on the ballot
of 41, roposed Increase in retirement benefits, the retirement
system will prepare an actuarial study of costs due to the benefit
ebanges. A summary of the actuarial study will be published in
the ballot pamphlet issued to voters.
This measure further provides that City officials and employee
organizations may negotiate tentative agreements that would
increase retirement benefits. Howevet the agreements will not
become final or binding unless a majority of San Diego's
quallfied voters approve of the Increases.
If this measure ig approved, it will become operative on January
1, 2007 for all proposed increases in retirement system benefits
tentatively agreed upon by the City on or after that date.
This measure provides that the requirement of voter approval for
retirement benefit inmo*es will ruin in effect far 15 years
from that date, at which time the requiremcnt will automatically
be repealod and removed from the Charter.
This ballot measure wilt take effect if passed by a majority of the
City's voters.
Agents For Proposition B
TAXPAYERS HAVE BEEN LEFT
HOLDING THE BAG
Page 2 of 5
Arguments Against Proposition H
Proted Your Family's Safety. Vote NO on
Proposition BI
Proposition B: City Employees' Retirement Benefits • San Diego County, CA
The City of San Diego's employee pension
system is under - funded by over S 1.4 billion. This
shortfall represents a potential obligation owed by
every taxpayer in the city.
PROPOSITION B PROTECTS TAXPAYERS
Proposition B gives voters the final say over
future pension increases for elected officials and
city ompioyees. It eliminates the baektoom deals
that created the city's current pension fund crisis.
IT WORKS EFFECTIVELY IN SAN
FRANCISCO
Public employee unions in Salt Francisco have
even more political clout than they do in San
Diego. Over a decade ago, facing a pension crisis,
voters in San Francisco approved a requirement
similar to Proposition B. Since then, San
Francisco has avoided the pension under- funding
problems that afilict San Diego and other public
agencies in California and across the nation.
WON'T IMPACT LEGITIMATE PENSION
INCREASES
If it can be shown that pension benefits paid San
Diego workers aren't adequate to attract or retain
workers in highly- competitive fields like public
safety, voters will approve reasonable benefit
increases. But voters should and will require
elected officials to demonstrate in advance how
they intend to pay for enhanced benefits.
IMPLEMENTATION COST WILL BE
SMALL
In Proposition B is approved, employee labor
contracts can be synchronized to coincide with
regularly scheduled state and federal elections, so
that If and when pension increases are
recommended, the cost of placing them before
voters will be minimal.
INSURANCE POLICY FOR OUR FUTURE
Some say the city's pension problems are so
widely known that theta`s little chance the same
Page 3 of S
&Wgitlen R will make is harder to hlr
San Diego's own Independent budget analyst
expects our city to lose more than 100 police
officers this fiscal year alone. We tan not attract
new officers because of the low wages and
benefits the city pays than. Proposition B will
only make this problem worse.
Pmonaltion B w 111 COST no mnney, not move it.
Proposition B will mean more and more police
officers and firefighters continue to leave San
Diego for other cities with better pay and
benefits —AFTER we have spent hundreds of
thousands of our tax dollars to train them! That's
a really bad deal fbr San Diego!
Proposition B will guarantee we get what we
pay forl Low pay and benefits fbr police atld
firefighters mean low standards for our public
safety. When we call 411, we want to env= the
best trained-and most experienced emergency
medical personnel work in our city- -not another
one with better pay and benefits.
PMposttion B Kh the bar for our aafety even
lower. San Diego already has one of the lowest
ratios of police officers and firefighters per
population in the state. Proposition B will only
make that problem worse.
Pxen-- rnait1o� will take aveav our flaxibllty to
malgghAdlly needed public sdaW
� If Proposition B passes, it won't
matter how badly we need to change public safety
compensation. We will have to wait years to put
It to a vote.
Join the police officers, firefighters, EMTs and
paramedics who serve San Diego and VOTE
NO ON PROPOSITION Ill
Frank DeCleoq
Vice - President
San Diego Firefighters
Bill Nemee
President
SDPOA
Proposition B: City Employees' Retirement Benefits - San Diego County, CA Page 4 of 5
mistake will be repeated In the future. But
memories are short, and the pressure to increase
benefits never lets up. Proposition B provides
insurance that once the current crisis fades,
safeguards will still be in place.
jam: /Iwww.Yw0nBapd ..eom
Jerry Sanders
Mayor of San Diego
Jon Coupal
President
Howard Jarvis Taxpayers Assn,
Michael J. Aguirre
San Diego City Attorney
Carl De Maio
Chairman
San Diego Citizens for
Accountable Government
Donna Frye
City Councilmember
Full Text of Proposition B
ORDINANCE ##0 -19473 (Date of Final Passage 3/27106)
CHARTER SECTION LANGUAGE
143.1 Approval of Retirement System Benefits
(a) No ordinance amending the retirement system which affects the benefits of any employee under
such retirement system shall be adopted without the approval of a tngjority vote of the members of sold
system. No ordinance amending the retirement system which increases the benefits of any employee,
legislative ofiioar or elected official under such retirement system, with the exception of Cost of Living
Adjustments, shall be adopted without the approval of a majority of those qualified electors voting on
the matter. No ordinance amending the retirement system which affects the vcsted defined benefits of
any retiree of such retirement system shall be adopted without the approval of a m4lority vote of the
affected retirees of said retirement system.
(b) Prior to any proposed amendment of the retirement system which increases benefits of any
employee, legislative officer or elected official under sueh:retiremolt system being placed on the ballot,
the retirement system shall prepare an actuariai study of the cost due to die benefit changes proposed
based upon the amortization schedules established by Charter Section 143. A summary of the actuarial
study shall be published in the ballot pamphlet.
Proposition B: City Employees' Retirement Benefits - San Diego County, CA Page 5 of 5
(c) Nothing in subsection (a) of this section shall prevent City ofiieials from negotiating tentative
agreements with employee organizations incorporating benefit changes to the extent permitted by state
law. provided, however that no amendment of the retirement system which increases benefits, with the
exception of Cost of Living Adjustments, of any employee, legislative officer or elected official under
such retirement system, shall become binding or effective until approved by a majority of those
qualified electors voting on the matter, and shall not have any force or effect if rejected by said voters.
The City Council "have no authority to enter into final or binding agreements regarding retirement
system benefits increases until and unless those increases to retirement system benefits are approved by
a majority of those qualified electors voting on the matter.
(d) The requirement for voter approval of retirement system benefit increases shall become operative
on January 1, 2007, for all proposed increases in retirement system benefits tentatively agreed upon by
the City on or after that date.
This requirement shall remain in effect for a period of fifteen (15) years from that date, at which time
this requirement shall be automatically repealed and removed from the Charter.
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The League of Women Voters neither supports nor opp dt candidate for pvbltc gBSoe ar poUdeal jwdes.
David Bile
From: Jack Dean [ 41stdbut1onQpena1ontsurAm1.coml
sent: Monday, $eptember 12, 2005 8:22 AM
To: PensionWateh Subsodber
Subject: (FACT] San Francisco voters make pension decisions
httpl / /www.aignonsandiego.com /news /metro /20050911- 9999- lnllpeneions.htmi
The San Diego Union - Tribune
September 11, 2005
San Francisco voters make pension decisions
By Steve Schmidt
While fiscally conservative San Diego stews over its pension problems, Some unlikely news
has come from the north: San Francisco, by many accounts, is operating one of the beat
municipal pension systems in the state.
That's right. The city of leftists and over - the -hill hippies is proving far more fiscally
savvy than the land of moderates and Dick Murphy straight arrows.
San Francisco's retirement system is 104 percent funded, meaning it has slightly more than
it needs to cover estimated future retirement benefits.
San Diego is 65 percent funded, the lowest among eight of the state's largest pension
Systems. The Orange County pension system is 69 percent funded.
Pension experts consider the yawning gap Striking.
"Rather painful to hear, isn't it ?" said John Moorlaeh, Orange County's treasurer and tax
collector.
"It's a curious.thing," said April Holing, the certified public accountant who led San
Diego's Pension Reform Committee last year.
San Francisco's success is largely attributed to an unusual law that goes back more than a
century: The city requires voter approval for any pension plan change, including benefit
increases.
In other major pension systems across California, including San Diego, elected officials
make the final decisions on benefits.
Clare Murphy, executive director of the San Francisoo Employees'
Retirement System, believes the ballot hurdle has helped keep a lid on pension coats,
while other systems have sweetened benefits in recent years.
Retired San Francisco employees receive pension checks averaging
82,195 a month, compared with $2,350 for public retirees in San Diego.
San Frarcisco voters. have considered 131 pension proposals over the past century,
• approving 40 percent of them.
In 1996, voters there rejected a proposal by than -mayor Willie Brown that would have
shifted the pension - decision burden to elected officials,
Some community leaders in San Diego, including City Attorney Michael Aguirre, think the
city should follow San Francisco's lead and require voters to approve any benefit
increases,
Aguirre and others say that more public scrutiny is needed to help fix the financial mess
in the city's pension system,
i
Assemblyman Keith Richman, a leading backer of public pension reform, agrees.
Involving voters ensures "that decisions are made out in the open,"
Said RiCWAn, R- Chstsworth. "It absolutely brings checks and balances."
See links to previous days' newsclips at http: / /www.PenuionTounami.com
FACT is the Fullerton Association of Concerned Taxpayers. FACT's primary focus is on
Califorria's public employee pension crisis, but we are also attempting to monitor
developments.in all three pension spheres -- public employees, corporations and social
security -- since it is taxpayers who will ultimately be responsible for making up
deficits incurred by any of them. We also try to monitor international trends. New
subscribers are welcome) simply send a request to JackDean@PensionTsunami.com . To
unsubacribs, send a blank message to PensionWatch- Unsubacribe @PensionTsuaami.com .
------------------------- --- ---- ------ ---------- ------- --- ----- - - - ---
"The state is that great fiction by which everyone tries to live at the expense of
everyone else." -- Frederic eastiat
(0- 7007 -58)
ORDINANCE NUMBER O- I (NEW SERIES)
DATE OF FINAL PASSAGE
AN ORDINANCE AMENDING CHAPTER 2, ARTICLE 4, OF
THE SAN DIEGO MUNICIPAL CODE BY ADDING DIVISION
19, TITLED "VOTER APPROVAL OF RETIREMENT SYSTEM
BENEFIT INCREASES" RELATING TO THE
IMPLEMENTATION OF CHARTER SECTION 143.1
WHEREAS, a ballot proposition was approved by the qualified voters of the City of
San Diego on November 7, 2006, that amended City Charter section 143. 1, regarding approval of
increases to Retirement System Benefits; and
WHEREAS, this ballot proposition requires that no ordinance amending the retirement
system which increases the benefits of any employee, legislative officer or elected official under
the retirement system, with the exception of Cost of Living Adjustments, shall be adopted
without the approval of a majority of those qualified electors voting on the matter;
WHEREAS, the City of San Diego and its labor organizations have met and conferred in
good faith regarding this ordinance, in order to implement the amendment to Charter section
143.1; NOW, THEREFORE,
BE IT ORDAINED, by the Council of the City of San Diego, as follows:
Section 1. That Chapter 2, Article 4, of the San Diego Municipal Code be and is
hereby amended by adding Division 19, sections 24.1901 through 24.1906, titled "Voter
Approval of Retirement System Benefit Increases ", to read as follows:
-PAGE 1 OF 7-
(0- 2007 -58)
§ 24.1901 Purpose
The purpose of this ordinance is it to implement an amendment to San Diego City
Charter section 143. 1, regarding voter approval of Retirement System Benefit
increases.
§ 24.1902 Definition of an "Increase" in Retirement System Benefits
An "increase" in Retirement System Benefits that is subject to voter approval
pursuant to City of San Diego Charter section 143. 1, shall mean any increase in
the Retirement System Benefits to be provided to any employee, legislative
officer or elected official under such retirement system, with the exception of
Cost of Living Adjustments as currently provided under the language in the
San Diego Municipal Code, Chapter 2, Article 4, Division 15, Section 24.1505,
due to:
(a) a change in the retirement formula of percentage credit per year of service;
(b) a change in the 2 percent maximum annual change cap in the Cost of
Living Adjustment as provided in the San Diego Municipal Code, Chapter
2, Article 4, Division 15, Section 24.1505;
(c) a change in retiree health benefits;
(d) a change in the formula for retiree death benefits;
(e) a change in the formula for those retiring due to disability;
(f) a new Retirement System Benefit; or
(g) a change in any other Retirement System Benefit, unless specifically
excluded below.
-PAGE 2 OF 7-
(0- 2007 -58)
§ 24.1903 Changes that are Not Considered an "Increase" in Retirement System
Benefits
The following changes shall not be considered to be an increase in Retirement
System Benefits,.and thus are not subject to voter approval under Charter
section 143.1:
(a) salary increases, special salary increases, special salary adjustments, salary
step increases, pay for performance payments, or gain sharing payouts;
(b) "negotiated specialty add -ons ", such as those set forth in the City's annual
listing of earnings codes included in retirement base earnings;
(c) the City's "pick up" of employee contributions to the Retirement System;
(d) the establishment of a defined contribution plan for retiree medical
expenses for employees hired on or after July 1, 2005, as previously
agreed to between the City and certain labor unions (Memorandum of
Understanding between the City of San Diego and San Diego Municipal
Employees' Association of July 1, 2005 through June 30, 2008,
Article 22(D)(1); Memorandum of Understanding between the City of
San Diego and Local 145, International Association of Fire Fighters,
AFL -CIO of July 1, 2005 through June 30, 2006, Article 23(2)(E)(1);
Memorandum of Understanding between the City of San Diego and
Local 127, American Federation of State, County and Municipal
Employees, District Council 36, AFL -CIO of July 1, 2005 through
June 30, 2008, Article 43(1)(E)(1); Memorandum of Understanding
-PAGE 3 OF 7-
(0- 2007 -58)
between City of San Diego and Deputy City Attorney Association of
July 1, 2005 through June 30, 2006, Article 7), or
(e) enhanced services provided by the Retirement System.
§ 24.1904 Timing and Process for Voter Approval of Negotiated Retirement System
Benefit Increases
(a) The process for voter approval of Retirement System Benefit increases
agreed to by one or more labor organizations representing employees of
the City of San Diego and the City shall be as follows. Once the City and
a labor organization reach a tentative agreement on a Memorandum of
Understanding, the tentative agreement shall be reduced to writing and
shall be adopted or rejected by the City Council of the City of San Diego
and by the membership of the labor organization.
(b) If the City Council and the labor organization ratify the tentative
agreement (the "Ratified Tentative Agreement "), the terms and conditions
contained in the Ratified Tentative Agreement shall be incorporated into a
Memorandum of Understanding, along with a statement that the
Retirement System Benefit increase is subject to approval by the qualified
electors and the San Diego City Employees Retirement System
membership. If the Ratified Tentative Agreement contains an increase to
Retirement System Benefits as defined in this ordinance, then the City
Attorney shall cause a measure to be prepared and'submitted to the Mayor
and City Council for approval, and then to the qualified voters of the City
of San Diego at the next special, general or primary City -wide election,
-PAGE 4 OF 7-
(0- 2007 -58)
provided that no election shall be called for the sole purpose of approval
of a Retirement System Benefit increase. The measure shall provide that
the Retirement System Benefit increase shall not be implemented by the
City unless approved by the San Diego City Employees Retirement
System membership, as appropriate, and a majority of those qualified
electors voting on the matter approve the measure. If approved as set forth
above, the Retirement System Benefit increase shall take effect at such
time as was agreed to in the Memorandum of Understanding.
(c) In the event a measure pertaining to Retirement System Benefit increases
will appear on a ballot, the Mayor agrees to support the measure in
writing, by so stating in the appropriate ballot materials and in any other
appropriate forum, as allowed by applicable laws, regulations and City
policies.
(d) In the event that the qualified electors voting on the measure reject the
Retirement System Benefit increase, the Retirement System Benefit
increase shall not take effect. Should the term of the Memorandum of
Understanding which contains the rejected Retirement System Benefit .
increase be three years or longer, then the Memorandum of Understanding
will reopen on economic terms only 24 months after the effective date of
the Memorandum of Understanding.
§ 24.1905 Costs of Placing the Measure on the Ballot
All costs related to any measure placed on the ballot for voter approval of
Retirement System Benefit increases shall be borne by the City of San Diego.
-PAGE 5 OF 7-
(0- 2007 -58)
The City shall not consider the cost of such ballot measures in determining
whether to make concessions of Retirement System Benefit increases in collective
bargaining.
Section 2. That a full reading of this ordinance is dispensed with prior to passage,
since a written copy was made available to the City Council and the public prior to the day of
passage.
Section 3. This ordinance shall take effect and be in force on the thirtieth day from
and after its final passage.
APPROVED: MICHAEL J. AGUIRRE, City Attorney
LM
William Gersten
Deputy City Attorney
WG:jb
11/22/2006
Or.Dept:Mayor
0- 2007 -58
I hereby certify that the foregoing Ordinance was passed by the Council of the City of
San Diego, at this meeting of
ELIZABETH S. MALAND
City Clerk
By
Deputy City Clerk
-PAGE 6 OF 7-
Approved:
Vetoed:
(date) JERRY SANDERS, Mayor
(date) . JERRY SANDERS, Mayor
-PAGE 7 OF 7-
(0- 2007 -58)