HomeMy WebLinkAboutCalifornia, State Of PERS; 1958-03-04; PERS-Historical Info1
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1, MAX 0. EWALZS, Clark uf the city of Cnrlrrbd, te of ~~~fu~~
da bmlsy cawWjr aBe forqpafng ta km ;~lr futi, tmse, and CQFP~~~ isrsvy of
Wasa&itlGm Ho. 357 ado*d try the city C#bmCil of ahe cay af Carkr-tsa$ a*
the regpbr saw keld on trsua 44h day of March* 19 * iilr tIMI I%mU appearr
of rwwvd tti my affhx *
IIN ~~~T~~~~ ~~~~~~~~~ x havr harrskmta rat my had affkd the
saal ss! as&f& city qbf carl#~ad~ ihe ““St off&r %hiI 4th dwf @f la$wwmy, 59%
BOARD 0, lDYl”**T”lTlOW
WALTER C. KENNEDY. PRESIIXNT
STANLEY B. FOWLER. “,CE PRE~~,DLNT
ROBERT D. aRAy
PAU’. E. OWEN
JOHN M. PEIRC~
Roy C. P~oss
HAROLD H. ROBINSON
THOMAS A. STEAD
4
STATE OF CALIFORNIA
BOARD OF ADMiNISTRATION
WILLIAM E. PAYNE
EXECUWYL OFFICER i r;
LAUREN C. HAIGHT i
ACT”,.RY
1227 0 STREET
SACRAMENTO 14
December 9, 1958
PLEASF. DIRECT YOUR REPLY TO SECTION --&QASI-
REFER TO MEMBER ACCOUNT NUMBER -
Mr. Ralph Scholink Director of Finance
City of Carlsbad 2960 Pio Pica Drive Carlsbad, California
Dear Mr. Scholink: I
Th.snk you for your letter of December first regarding the position of City Attorney and the OASDI contributions due on wages covered under the City's OASDI agreement.
Since the City Attorney is not a member of the Retirement System, he is not
eligible for OASDI coverage under the City's agreement. If the individual occupying
the position of City Attorney should become a member of the Retirement System in the future, his services would be covered under the OASDI program.
The City should apply the 2$6 OASDI contributions from the first $4200 wages paid to a covered employee during a calendar year. This applies to all wages paid
through. 1958. For wages paid in 1959 the City should deduct OASDI contributions of 2$$ from the first $4800 wages paid to eligible employees.
The specific answer to your question is that you do not apply the rate to the monthly salary up to the $350 a month, but rather you apply the rate to the total monthly salary regardless of th.e amount until the City has reported the maximum
for the individual employee.
If we may be of further service to you, please do not hesitate to contact us.
Yours truly,
(I &/LQ O?lsR&J
CARL! J. BLECHIlVGER, CHIEF OASDI DIVISION
P.S. We have requested an opinion from the Federal Government regarding the reporting status of wage% paid for services performed as City Clerk and City Treasurer. We will notify you of the reply as soon as it is received.
a m*m 0, LD*I”I‘~“AT,OM -
WALTER C. KENNEDY. PR..IDE~T
STANLEY B. FOWLER. VICE PRESIDENT
ROBERT D. GRAY
PAUL E. OWEN
JOHN M. PEIRCE
ROY C. PLOSS
HAROLD H. ROBINSON ..i .
THOMAS A. STEAD j ,;b STATE OF CALIFORNIA
BOARD OF ADMINISTRATION
/
WILLIAM E. PAYNE
EXECUTIVE OFFICER
LAUREN C. HAIGHT
ACTUARY
v” - November 26, 19%
PLEASC DIRECT YOUR REPLY TO 85CTlO &oAsDI
Mr. Ralph Scholink, Mnance Director
City of Carlsbad P. o. BOX 265 Carlsbad, California
RhFeR TO MEMBER ACCOUNT NUMEER- --
Dear Mr. Scholink:
Thank you for the completed Municipality Applicant Questionnaire indicating the
positions and department of the City to be covered under OASDI.
The City did not request any of the optional exclusions on its resolution
requesting OASDI coverage. Therefore, all positions of the City are covered under OASDI. All new employees who become members of the retirement system on December 1, or any date thereafter, will be covered under the OASDI program as of the date they become members of the retirement system. Bnployees of the Citv who members become
of tJ+-2sxk&;-~xstem after the M+sion Me C!@x.. kZL&iYj@l~and~.~~~ ,T.,>.\..*.,. .-..q.%z. ~er,~_~q~-~~~~~~~~~~~t:date_2, ret- oJune1 &$Q&- will be covered under the OASDI program _II_W(..*I_.~,~j"".ijM.LI- *.I,-. _ .,...*. . ..(. r~~,~~~.,,.,~il..-" .Cc.rlh , wrw,,,,,,*L Even %%ugh these individuals were not eligib~~'i%"%di- cate their choice on the Division Date, they are automatically covered under the City's OASDI program.
In the questionnaire the City indicated that the City Manager was appointed effective November 1, 19%. His services performed as Police Chief were not covered under the OASDI program, since individuals in policeman positions are mandatorily excluded from coverage under the OASDI program. However, his services would be covered under OASDI as of the date he occupied a miscellaneous position with the City, which in this case would be that of City Manager. Since he was not in an eligible position on May 2'7, 1958, the Division Date, he does not have the option to choose whether or not he desires OASDI coverage; he automatically receives OASDI coverage,
on November 1, 1958.
&Please explain the status of the City Attorney. individual*"& on a contractual basis. The questionnaire indicates Please send us a copy of the contract. Also, please indicate whether or not the individual filling the position of City Attorney was actually appointed to the position of City Attorney and did he take the required oath of office? If the individual in the position of City Attorney is not a member of the retirement system, his services would not be covered under the CASDI
program*
The questionnaire indicated the City Clerk and the City Treasurer have not elected to be members of the retirement system. If these individuals should elect
Mr. Ralph scholink -2- November 26, 1958
to be members of the retirement system in the future, on the date they become members
they will. be covered under the OASDI program for services performed as City Clerk and
City Treasurer. In the meantime, the City is correct in deducting OASDI contributions
If you will send us the information regarding the City Attorney, we will be able to establish the proper reporting status for the position under the City's OASDI Agreement. If our letter suggests any additional questions to you, please do not hesitate to contact us. We will send youblank reporting forms for the retroactive OASDI coverage in the near future. The Gitywillbe required to submit wage reports to the OASDI Division covering each calendar quarter of a year. 'These reports will be completely separate from the reports for services covered under the State E&ployees* Retirement System. Thank you for your continued cooperation.
Very truly yours,
BJG:vh
CARLJ.F3LJZEINGER, GHIEF
OASDI DMSION
%Jkr-.z- c.AL. ,&.z.+&.,/:.&. /nff/,,: r
M -
, *o*m 0, *DYItusI”ATIo* -
WALTER C. KENNEDY. PREDIDLNT
STANLEY B. FOWLER. vlcc PRL~IDLNT
ROBERT D. GRAY
PAUL E. OWEN
JOHN M. PEIRCE
Roy C. PLOSS
HAROLD H. ROBINSON
THOMAS A. STEAD STATE OF CALIFORNIA
BOARD OF ADMINISTRATION
WILLIAM E. PAYNE
EXECUTIVE OFFICER
LAUREN C. HAIGHT
ACTUARY
1227 0 BTREET
SACRAMENTO 14
December 17, 1958
PLEASE DIRECT YOUR RPPLY TO SECTION 2-OASDI
RBFhR TO mamSsl ACCOUNT NUMBER 69-0930958
City of Carlsbad
Attn: Mph Scholink, Finance Director
P. 0. Box 265 Carlsbad, California
Dear Nr. Scholinkt
We have been informed the City's request for OASDI coverage was approved by
the Federal Government. Your coverage group was assigned the following
employer identification number:
Please use this number on all OASDI wage reports and correspondence you send to this office.
We are enclosing reporting forms for your retroactive reports, covering the quarters ended June 30, 1958, September 30, 1958, and December 31, 1958. Please prepare your reports according to the enclosed reporting instructions. A
separate report should be prepared for each quarter. The report for the quarter ended June 30, 1958, should include only wages paid in June for services per-
formed on end after June 1, 1958, the City's effective date of coverage. Sub-
sequent reports should include all wages paid during each quarter, regardless
of when such wages were earned. The City should report all wages paid to
eligible ewloyees on and after June 1, 1956 for services performed after that
date up to a maximum of $4200 for the year 1958. T@~.,~-iTlhau., u3t.o a maximum of $4800 beginning with the calendar year 1959. - A_.. L-2, .,...._, r" y1 __, _,I ___ , .,X__., _ - ."-l"x-- .‘. ,. . -.. _,". _,. . I _ ,I,.. i, -Il.... I ,..s*
The reErts should be sutxnitted to &is
tixer .--. _CII_.,__l _,_-,"* ",.""",~-""""-"-"'*'".'";;'^.- .,*-- .in duplicate, witi a remittance
contributions due. The pederal Government has not yet notified us of
the date on tiich the reports will be due; however, we will notify you as soon
as we are advised of the due date. Retroactive coverage will be extended to
City employees as outlined in our letter of November 6, 1958.
During the last month of each calendar quarter hereafter you will receive blank
reporting forms. Two copies of the report and a remittance to cover contributions
will be due in this office on or before the 20th of the month following the end
of each quarter.
City of Carlsbad
December 17, 1958
Page 2
Enclosed is Invoice No. 971 for $35.00, including the processing charge for
agencies entering the OASDI program and the advance administrative cost assess-
ment. Also enclosed is a copy of Form OASI 6ij, the assessment schedule established by our Board of Administration for the 1958-59 fiscal year. The City will be billed in the near future for all costs incurred by the State in
connection with the Division and Referendum.
If you have any questions about the preparation of your reports or any other phases of the OASDI program, please feel free to call or write us.
Very truly yours,
CARL J. BLE;CHINGER, CRIXF' QASDI DIVISION
31 EnC
Febrwry 5% 1959
Board of Adm~strprtic3n state &mployrses ' Beatfrement System 1227 0 str8d Sacramento 14, CalifQmia
Attentiuru SectSon 10
Gentlem%n t
Listed below are thd3 amplo;ybJB$ who wil.3, her @.'@U@ membera 18 of Jaxiwy 1, 19598
118057
~:“5~~
376272
3gs 197492
E$i
;:;;g
353629
~;;~~29
;gt3? d 3562 0 372107 353637
Adams, Margaret B* Atito~ron, ElBLc)T c, Anthxay Charlslls A, Dal%y, 4 ohn E* FLorsr, Wawo C, Freunuo, Jo8 6, Fr~emar.3, Binda PI, Greek, w%slsy E', u.1, G%Wg% Te Ea pel, Betrkxwt g?;, &&8S, Albwt he, Kruger, Forrest c, PalkowsU, u, Me PrPosa Jogathan IL SChQlLik R%lpb P. Sottslo, I&e J, Thornton, Cllf ford fi e Thcwnton, Fr%d L W%Str%8, Nelsun %*
Very truky yours,
$343 0
$p 343: 340 4 343* 327. +33* 483, 26% 360,
Halph Scholin-k, Finuu~a Director
nf
t WALTIR G. KCNMIOY. mm.mmm
STANLCY B. POWLIR. “ICE P”R.,DrnYI
ROBERT D. Ocur
ANNA KOLZ
BLRT w. LNlT
ROY c. PLO49 HAROLD H. RODIN~ON TWOYAR A. STLAD
.’
STATE OF CALIFORNIA BOARD OF ADMINISTRATION
WILLlAY E. PAYNE
IXmz”TI”I OF,lCI”
LAUREN C. HAIDHT
ACT”*RY
j&2&? pydqee~ jfbitremerrt ji&lll
1227 0 STREET
SACRAMENTO 14
February 25, 1959 PLIAlL DIRICT YOUR RLcLY TO SS~YION --a--
RLrU TO MCMBCR ACCOUNT NUYBLR--- -. __
City of Carlsbad
Attention; Mr. Ralph Scholink
The developlaent of State Employees ' Retirement System retirenwx& formulas that are suitable for operating in conjunction with the Social Security program is and has been of great concern to all contracting agencies and to the Board of Administration of this System. After much research and study, our Board of Administration has developed a coordinated program which modifies our two basic formulas, that is, the l/60 at 60 fornn&a and the l/70 at 65 formula--the modifica- tion consisting of a reduction of benefits and contributions on that portion of nwxthly salary which Is subject to the Social Security program. In the case of the l/60 at 60 formula, the reduction is by one-third. at 65 forwla, the reduction is by one-half. In the case of the l/70
ThislsatrriLycoordlnatedprcgrsm in that the SEW benefits are reduced on those wages vhich will be earning Social Security benefits, snd similarly the SERS contribution rates are reduced on those wages on which the Social. Security contributions are made.
Your contract with the State Employees I Retirement System provides for the
modification of your retirement benefits snd monthly contributions on the first
$350 of final compensation and monthly salary, a6, at the time your contract went
into effect, your employees were earning Social Security benefits and paying Social Security contributions on their first $k!OO of annual wages ($350, of course, is
the nronthly equivalent of the $4200 anuusl wage). As you probably know, effective
January 1, 1959, there has been a change in the Social. Security program so that your employees are nov paying Social Security contributions and earning Social Security benefits on their first $4800 of annual earnings. In order for your SERS benefits to continue to coordinate with the Social Security program, they should now be modified on the first $400 of final compensation and monthly salary. Although not specifically stated in your contract, this was the intent of the Board of Administration when the modified program was developed.
.- - -2- -L.
In the reporttothe Governor made by our Board onDecember1,19~,the
problem of coordinating with Social Security is discussed in soauz detail. The #
need for continuing coordination of the SERS and Social Security programs received attention when the Board, speaking in terms of the modification of the l/&l program
to obtainthl/~-1160 program, had the following to say:
“The l/go-l/60 coordination vith Social Security could beccase too
costly for both the employee and the employer. Precaution should be
taken to insure that costs do not autcmaticsLly exceed those presently
contemplated. This csnbe partiallyaccomplishedbyprovldingthat
the l/W modification be applied not only to the $400 monthly compensa- tion now subject to Social Security taxes, but that it be applied toward future increases in covered wsges. Failure to do this maybe inviting disastrous future costs.(l
Because of the change In the Social Security program, your SEXS contribution8 should now be modified with regard to the first $400 of monthly salary. Your pay-
roll for the month of January and in some cases for a portion of the month of
February, has already been submitted and processed using a modification on the
first $350 of monthly salary. Although the modification commencing January 1, 1959, should have been on the first $400 of monthly salary, we do not feel that it is
desirable to go back and make any adjustments. Your employees will receive credit
under the $350 modification for the periods during which their contributions wze
made! on this basis. However, with respect to your payrolls for February and later,
your employees' contributions to this System should be submitted on the basis of a emdification of the first $400 of monthly wages. Enclosed with this letter are
instructions from Hr. Robert Hecht, Chief of our Accounting Division, on what
changes will be necessary in your February payroll submission. If you have any questions with regard to these procedures, you should contact Hr. Hecht.
We are also enclosing with this letter copies of an amendrnt to revise the wording of your contract so that it will IIy3re precisely reflect the intent to have your benefits coordinateduiththe Social Securityprogrsm. This sm?ndmmtdoe8 not change the benefits of your present contract in any wsy. Your contract, as we ln- terpret it, already calls for modification of your benefits to coordinate with the social Security program. The wording of this smendment mrely restates this intent in tti light of the changes recently made in the Social Security covered wage!. At your earliest convenience would you please have this amendmnt and thb accompany@ resolution adopted by your governing body and return two copies to this System.
Yours truly,
,ii!$iir2P E. J
ASs1STmAC!cuARY
ILEJ:ep &xl.
STATE OF CALIFORNIA -. SACRAMENTO 14
j
1
i
I Interdepartmental Communication
I _--
Date: February 20, 139
i To: city of CarlsbfAd
File No.
1 i.
From: Board of Administration--State Employees’ lhireaaent System i
t I 1 Ph Reply to Section... ._____. A!? . . . . . . . ~.~~ . . . ..__ ;
x Subject: Membership Numbers--.--_-.--.---....-.--.-.... _~__-_
i i,((
rr: conjunction with the contract t?mmdm8nt which i8 bfdrhg i3eIIt
t,\:, your Agency, you till be required to compute re-Wwmeti cmkibu-
-ti.ons on a different factor on the aummptlon that this contract
amendment is signed.
I:' this contract smen&ent is caqpleted by your Agency, you wuid then remrt on your next payroll Urtlng, retirement contribu-
tion:; for muubers covered under the maIlfled benefit formula using a monthly factor of $400 in lieu of the $350 monthly factor that you i~avr used in the pas-t. If yau are an Agency reporting on a semi- monthly pay basis, you will use a @ monthly factor, and if you am an Agency reporting on a biweekly pay beds, you will use a factor of $184. The calculationprocdure uillrcarainthe 81wke as Ln the past tith the only change being in the different monthly iirzrnings factor. ~'~..._,,* ( ; I c___-- .- _ _____ .---- .i :' You are also advised that for all md~~bers being repOI%od W&k‘\
-'*- the mc&iPied benefit fonrmla, you are to report an Account Code 8 \
Instectd of the Account Code 4. This ~ccoun-t Code 8till beusedto ;
y, identify those members for whom retirement contributions are being ‘--.con~u-teci in accordance with the new earnings factor.
.lt‘ you nave any further questions COnCerning this reporting, U i t?:i,.;k, I? 3 -i : or write to us and we &all be glad to answer them for
,:vm3iA .
ROE Nt H&T, CHIEF ACCOUWTING DIVISION
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Original-Public Agency Dupliwt4usbirr and Audit File Triplicrtth’warric File
BOARD OF ADMLNISTRATION
STATE EMPLOYEES’ RETIREMENT SYSTEM
NOTICE OF ADJUSTMENT OF EMPLOYER CONTRIBUTIONS
Public Agencies
N? PA16543
PAYROLL REPORTING REFERENCE
/ 4c LzdA * ---- ____... ..--___- ----~-.--2L~
DETAIL
. - --
TO CHARGE CONTRIBUTIONS ON EARNINGS APPLICABLE TO THE
TYPE OF PAYMENT SHOWN BELOW:
Arrears Contributions paid by-~--------~~.~- --..-.---_-.~_-.----- _..... ----- _- . . . .._ for . . .._..._ --~ .-.~_.
Name Date
Military Leave Contributions
paid by . . . . . . _... ~--_-..-- _.... ~._- -~.-... ~_~--- -;;gL.-.----.-for- - .---~.~~~.~~~-~-._.
Name Date
.-~----~~----~~~~-~-~~~~ .______ --___--_..
.._-----~ _.__.. _ /4 -/3/~~~--..-------.. ..---,---~~-l-..I.-.L
Non-Member Earnings reported
as Member Earnings . . -..... ~~~~~ ._....-. . . ~~ _._.-..._. ~.. .._.......__...... _. _.__.._-....-......_ _.... Name Date
Lump Sum Vacation Payment _.... . _ . . . . . .__.-_.._.........__ . .._._....._ .~~~ . .._.. ._._._......
Name Date
Earnings Reported Prior
to Membership . . . . ._~ . ..__.._-.._--.--.._ . . . . . . . .._.. __~ . . ..__-.-_____ . ..-...... . . . . . . ..-..
Nallle Date
Earnings Chargeable to
Another Agency . . . .-~. ._. . . . ~~-~~ . . . ..-........-. ._.___-......____ _._...-- . . . ..---__--.._.. Name Date
Other: __~ . . --~.--- --..---..~----------._-.-----.------_~- ..__ -_-.--- .._.__ -_-.-_- __..__ --_----- __... ~~---_-.--...-~--------__
Charged
Total compensation to be
-
:OMPENSATION TO BE CHARGED OR CREDITED
Employer share --.- !ZZ&$?% X Compensation 46 .__ --&!?? ___________ = Amount of
Charge
$.-- -
(iG&dk
This amount should be added to - your next employer share remittance.
$-2.G,a-.-..
Please enter number of Employer Adjustment Notice and CHARGE or CREDIT amounts in the space provided
for ADJUSTMENTS on the Form 626 for the NEXT payroll, and ADJUST REMITTANCE ACCORD-
INGLY.
BOARD OF ADMINISTRATION
STATE EMPLOYEES’ RETIREMENT SYSTEM
Ernployt?; Code No .w-. ~.&df?- RET. FORM 344. 15828 S-18 JM TRlP 0 *PO
-7
Fio STATE OF CALI RNIA
BOARD OF ADMIhSTRATION
1227 0 STREET
SACRAMENTO 14
Carlsbad City - 338
April 3, 1959 4
PLEASE DIRECT YOUR REPLY TO SECTION
PER TO MEMBER ACCOUNT NUMBER 372630
We find no record in our roster of the date of employment/re-
employment for Arthur Austin Apsey, (8-22-35) .
The employee concerned
appears on your x9,, payroll listing.
separated from your sg;ency on 19-0
separated from on .
has informed us he accepted a position with your agency.
OTHER:
We have received a completed membership form for Mr. Apsey; how- ever, we nave not recelveu an appointment. r_Lease comp.Lece LAF attached Form 183 showing the date he was appointed to your City. Un tne form you give nls er-fectlve elate 01 memDersnlp as 3 :, + -- .
An early reply will be appreciated. .
In order to clear our records, please complete and return to us‘
the enclosed Report of Appointment furnishing us with the date of his
employment.
Your prompt.reply will be appreciated.
MEMBERSHIP DIVISION
Ret. Form 947 IO Is6 400
odgilul-Public &tncy hpKcrt.adkbtrr ad Audit Pile TripliuttZVsaurlr Pi&
BOARD OF ADMINISTRATION 6.
STATE EMPLOYEES’ RETIREMENT SYSTEM
NOTICE OF ADJUSTMENT OF EMPLOYER CONTRIBUTIONS
&/&&-& Pub1ic Agencies 5 H N9 PA16915
PAYROLL REPORTING REFERENCE
L’.c- I ---------.-.---4si$kyL
DETAIL u COMPENSATION TO BE CHARGED OR CREDITED
TO CHARGE CONTRIBUTIONS ON EARNINGS APPLICABLE TO THE
TYPE OF PAYMENT SHOWN BELOW:
Arrears Contributions paid by--- ______._._.. ------_~ _..__ ---..-.- ---__.~_-.-------..--.for__..-- . .._._ ~-__--
NFdlle Date
Military Leave Contributions
paid by . . . . . . _-- ..____-..._ .---..------. .~.. .------~-_.~-.--..-.--___~ for .--..--...-.~...-.---.-.._ Name Date
Other: ____....__.__._.._._______...._____.___.__..____.. __---- ..__...__ --__-__~ _...__. -_----- ____._ ---- __________ ----- ______.._ -..
TO CONTRIBUTIONS ON:
Non-Member Earnings reported
as Member Earnings . . _--_.-~ . . . .._.~ . . .._-.----- ..~~ .__. -_-_--__-__.-_ _---_-~_-...-.-.--- __.. ~._..
Name Date
Lump Sum Vacation Payment...........~ ~-- .-.---~..~_ .- ..--. -.. .._.._____ -_._ _.... -..-_..~_-_-__--_- ____
Name Date
Earnings Reported Prior
to Membership . . . . _--_---- ..-.. -- . ..___........ .__..__~_. ..--.----- _______. __-_-_... .------~~ _._.. --.
NatTX Date
Earnings Chargeable to Another Agency . . . --.---. .-.-_ -:..-.-~-- ~-~ _._.. ..--_.-.--- ..--- ____ ~_ --_--~._~-.-_--..- .__. - ____
Other: LI~~~~..-~~-~~;‘~Ls-~~~ ____ u-‘~ ~~,-~.~~~-~-.~.-/-~-~.qo. _..._..___ .-Z:I-- ._._.. -_
,“/ .._.. !‘_ ______. !.<ep,,mmm:4f.-w--- _.____ ~_--.---~__~ d-~--~~-~-:‘o------- ____ -_---------_____-
/ Charged
Total compensation to be
-
Employer share.kZZ$!-% X Co m p ensation -SF & Charge
$--3. __ I: ___--_______-____.____ = Amount of
Gkxidii
This amount should be added to
- your next employer share remittance.
$&3 __..__ -___--_
Please enter number of Employer Adjustment Notice and CHARGE or CREDIT amounts in the space provided
for ADJUSTMENTS on the Form 626 for the NEXT payroll, and ADJUST REMITTANCE ACCORD-
INGLY.
BOARD OF ADMINISTRATION STATE EMPLOYEES' RETIREMENT SYSTEM
RET. FORM 344. ns?.e w8 %M TRIP @ SPO
Employer Code No....-.%&f.- Control No..-,&?~ _________
STATE OF CALIFORNIA
SACRAMENTO 14
I,,PO ,1-m 2IM 0 SPO
Interdepartmental Communication
r Date: September 18, 1959
To: City of Carlsbad
File No. l-l-
From: Board of Administration-State Employees’ Retirement System
Please Reply to Section _____ ----_~~ ____._.....____. __
Subject: Membership Number __________ --- _-_________.....______
In auditing your August payroll listing, we note that you listed the names of members who were deleted from the prelisting.
You ere advised that it is not necessary to list the names of members who are deleted from the prelisting. You only need to add the appropriate
entries to be added to the prelisting. The lined out entry on the prelist-
ing is all that is needed to reflect the members deleted from the payroll reporting.
If you have any questions concerning this reporting, we shall be glad
to answer them for you.
ACCOUNTING DIVISION
RNH:sj
--
8,190 12-m Pm.3 0 *PO
STATE OF CALIFORNIA
SACRAMENTO 14
Interdepartmental Communication
r
To: City of Carlsbad - 338
Date: December 31, 1959
File No.
From: Board of Administration -State Employees’ Retirement System
Please Reply to Section ______ ?!d! ___________________ Subject: Underpayment - Member Contributions - November Payroll Membership Number ____________________________ - _______
The Member contributions posted from the November payroll total $1,778.11. The total shown on the payroll and on the Form 626 is $1,778.10, and this is the amount paid.
It appears there is an error in total deletions.
The total on the payroll and the Form 626 we now have is being changed to agree with the total of the amounts posted.
In order to adjust the underpayment of one cent, the remittance for Member contributions on the next payroll, should be prepared for one cent more than the amount shown as Item (3) on the Fom 626. Please make the notation ItNov. U/P +$.Op un- der Item (k) at the time the adjustment is made in the remit- tanue.
SE
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; %i: 37:30 19.41
5 3.74 26.98 51.61
: ;% 4 4:50‘ 2 3.62 29.84 18.54 6-
480.40 480.4On
401-a (I-w (0” 0 SPO
STATE OF CALIFORNA
SACRAMENTO 14
Interdepartmental Communication
r-
To: City of! Carlabad - 338
Date: December 31, 1959
File No.
l-
From: Board of Administration-State Employees’ Retirement System
Please Reply to
S&cf: Underpayment - Mmber Contributions - Noveniber Membership
Section ____ s--c .._______________ - .__.
Number.~~.....~..... . . . .._____________ -_-__-
Payroll
E
@ II P
v
Ihe Kember contributions posted from tha Nowwber payroll total 81,778.l.l. The total shown on the payroli and or? the
Form 626 is f&778.10, and this is the mount paid.
It apy,ears there is an error in total deletions.
The total on the payroll and the Form 626 we nuw have is being changed to agree with the total af the amounts posted.
In order to adjust the underpayment czf one cent, the remittance for Member contributions on the next payroll, should be prepared for one cent more than the amount shown a~ Itern (3)
on the Form 626. Please make the notation "Nov. U/P &Cl" un- der Item (4) at the time the adjustment 3.q made in the remit- tance.
HAZEL A. TI-KW'Sa SUPJ$RVISOR, Cr;SHIER UNIT
SE
-.s+
,
h
. m
. SOIlID OF ADYINI~~I*TIoW
WALTSR C.-KENNEDY. PRIIS~LNT
8TAbLEY B. FOWLER, “ICY PREBIDENT
JOHN E. CARR
Rosmr D. GRAY
ANNA KOLZ
ROY c. PLOSS
HAROLD H. ROBINSON
-h,OMAS A. STEAD
STATE OF CALIFORNIA
BOARD OF ADMINISTRATION
WILLIAM E. PAYNE
EXECUTIVE OPFlCER
LAUREN C. HAIGHT
ACTUARY
1227 0 STREET
SACRAMENTO 14
February 19, 1960
PLLAS~ DIRECT YOUR REPLY TO SECTION 24ASDI
RWIXR TO B ACCOUNT ~~~~~~~~~~~~~~
R. Scholink, Finance City of Carl&ad P. 0. Box 265 Carlsbad, California
Dear Mr. Scholink:
Director
Thank you for the remittance of $15.55. We are returning a copy of the adjustment report for the City's permanent C&SD1 files.
The City's warrant #693 dated February 17, 1960 for $ls.$ was made pay- able to the United States Treasury Department. We have deposited the warrant since it was attached to the adjustment report and covered the contributions due. However, in the future, the City should make the warrants payable to the OASDI Division of the State Employees1 Retirement
systml.
If you have any problems relating to the OASDI program, please feel free to contact us.
Very trLiy yours,
’ ;I” : /: ,;,2
c 9 .i j/j,’ -_
I/
’ +&.o ii;.,.y
CARLJ.B&ECHINGER,CHIEF OASDI DIVISION
NAL:rl
FE6 %31353 : t p i i, ,\A ‘;q 4 ,
Form OAH-144 .-
~hP@TMEXT<OF !IEALTH. Eovcmo~. AND Wr-*B o1 ??++I Security Administration (11-58) - t . ‘-;“f STATE’S REPORT OF ADJUSTMENTS wt”.. ,cr, (Cor,&ing Wana Information Prc.iously Reported L rider the SocM Security Aen)
\ - ENTITY’S N&“E AND ADDREsS Idantificarion No. Unia No. (Type or print as on quarterly
report to be corrected.) 69-439309j8
Form-wproved. Budget Bureau No.72-R439.~.
.
Page No% @f z
COMPLETE THIS FORM IMME-
DIATELY IF wages for one or more
employees were omitted from or
erroneously reported on one or
more quarterly wage report.9 or on
an adjustment report. Each such
error should be corrected on this
form. See other aide for examples.
THIS SPACE
--
___. -
--l---
Totals for this page err 3lzw
TO BE FILLED IN ON FIRST PAGE ONLY I I
6. Difference between totals. If the total of column 4 is greater than column 5, enter the difference between the totals as a credit (CR) ; otherwise enter as a debit (DR).
7. Contributions (6% of wages paid in l9Go through 19Q; 5% in 1959;
1958; 4% in 1954 through 1956; 3% in 1951 through 1953.)
(Signed) - (Title) cRIEF# QABDI I>TBlISfL#ll (Date) &lWi& iiF m
SPACE BELOW FOR USE BY SOCIAL SECURITY ADMINISTRATION
Number of items Net earnin s Number of
processed _-__ ( --__ pages) processe f , $ informational items __
i.- USE THIS Ff TO CORRECT THESE KINDS O’- .,RORS’
Form OAR-% should he completed hnmedlatel that one or more of the fOllOWiog errOre’ Were m qu&srly wage reports or on an adjustment report:
“A” in the ,60mple form t?!?hW. ’
-(B) IF &N?INCGRREClT~ AMOUNT OF WAGES WAS -REPORTED , , or3& no wages shotid b@~e;,been reported, complete columns (1). (2). and (3) as in the case of an employee who was omitted; the entry”m COhmit (4) C~6hotfRi 6hoW the total BmOuqt that ; !wss preaku6ly IxgOFted for the employee: the entry In column (5) should 6hOW either the COrreCt total wages paid in such quarter or “None” if no wages were paid. See example “B” in the 6ample form below.
(C) EXCESSIVE WAGES REPORTED.-Bee (B) above. Bee exam- ple “C” In the sample form below.
(II)
V”)
I I
(IS) ’ 0 5 0 18 18 11
(c) 050 18 3890
(D) 050: 32’5638
050 12 1100
(E) ;, 1‘ -T---
TO BE FILLED IN ON FIRST PAGE ONLY
E?iAniPLES OF i3NTR [ES ON l?OqM OAR-r;S4
NAME OF EYPWYW~ messe tyyc,or print).
(2)
John R. Henry
QurnTsRLY REPORT To Bs w*oa?~~~RsLY
c!outocctRD PAID IN Qu*erss (6) (0 Dais quortar end&l DdPte ehltr
Mar. 31, 1957 None
June 30. 1957 None
John Smith
‘Robert W. Latchford
IVilliam Doe
‘Charles Hutchinson
1‘ ‘8 -~
James R:Jones
Thomas R. Jones
MkhfTJM REPO&E&See (B) below, an incorrect amount of gI.OBo the quarter ended Septe.mh& reported as hgving been pald $3,800.@ the first two quarters o!.t$e year; therefors. only $400 of the $1,000~ paid In tho thUd3quarter ,wa6 wblsct %v COR- tributlon deduqtlons wlthln the $4,203 lhnltatlon. (Note:. FM years before 19% the maximum a&nit of wages is 53,600, fat 1953 through 1958, “$4,200; ‘for years after f95IF, 34;800.) See example “D” in sample form below.
IF WAGE3 WERE SHW ON THE REPORT FOR THl$ WRONG QJIARTER., catpl Q&e ‘wages in (rgFordance with (B) above. Report the wages for the qirarterlh which-they were pald in accordance wlth (A) above: ‘See example :‘E” in the rample form below.
IF WAGES WERE REFQRTED FOR THE WRONG INDIVIDUAL, cancel the wages reported in accordance with (B) above and report the wage6 for the correct lndivldual In accordance with (A) above. See example “F” in the sample form below.
Dec. 31. 1957 I 816 I 00
Mar. 31. 1958 I None 1
QQ kOT USE THIf.t SPACE
6. Difference between totals. ,If the total of column 4 is greater than column 5, enter the differ- ence between the totals as a credit (CR) ; otherwise enter as a debit (DR). $200 OODR
7. Contributions (6% of wages paid in 1960 through 1962; ,5y 0 in 1959; 4%~ in I957 through -$9 30DR .,>58;4%in1954 thoq&l956;3% in J951 though 1953,)
60 NOT USE kORM OAR+554 FOR THESE CORRECTIONS
Do uoc we Form OAR-S.4 if the S&al Secmity Admiafattation bas If aa’empioyee was repotted either uadcr an account oemkt 01 name initfated as OAR-S19 to make tbis correction. different from that shorn on his accoua$ number card ot without aa Do not use Fotm OAR-S4 to cottect etroaeous page totals ot etroneons account oumber, the Social Secetity Administration will correspond with gtaod totals OP aey quanerly wsge report or ou any-adjustment report. the State agency regardiog any such items which cannot be identified Such conectioos will be made automatically by the Social Security Ad- from cbeit records. Upoo receipt of such cotrespoodeocc. the correct mloisttatioo. Tbe State agency will be notified of any adjustment ‘in identifying information should be obtained and furnished in accotdancc contributions resatting from such totrections. with the iosttactions contained OP the form cotrespondence.
HOW TO PREPARE FORM OAR-34
Where cotrqions involve years dating wbicb different cootrfbutiao . item listed. Total the eotrier in columns 4 aad 5 and eater the totals in rates are applicable, it is suggested tbac separate Forms OAR-.% be the spaces ptovided at the bottom of each of these colomos. If mote used to facilitate the computation of cotiuibetions. (See item 7 above.) thao oae page of adjustments is being submitted, tbe totals at the lf more than one previous repotting was made for ao employee, the bottom of ‘the first page should reflect the totals for all pages. Complete eotty in column 4 (Wages Previously Repotted as Paid .in- Quarter) items 6 aad 7 oo the first page only. Tbe first page of the otigiaal copy should reflect the net total repotted-for the qnatter be&g corrected. Check every eotty show0 DO tbe Fotm OARS4 to be cettain that of each completed adjustment report most. be signed and dated by the person who prepared the fotm. complete iaformatioa has bees cateted io columns 1 through 5 fat caob *., si s ‘,>,.. Ho%’ q iXJS!Wl’ Ff&lbf OAR+? 1 ‘:‘: ’ ,,, . . . !, j .
Tbe original copy. of this repott sboxld be fotwarded imme+tcly to Wader the P&al 8eaccity Actj shoald t& prepsred in .accc&nce with
the State agency together with any coottibntiohi payable. ihsuudt~oas 2 and 3:or1 r&e :ererse sid.e.of that form.
The State ageMy pboo receipt of ooe ot mote adjustment reports Forme O&&S4 should be ttaq itted .by the State agency to cbe De-
should ptspare a‘ Form OAR-S2 (Recapitnlatios of State’s Quanerly pattmest of klealtb, Rdtication, ati be&ate,’ Social Security Adiafsua- ..$ ,-
Report of Wages Paid). Tbe Fotm OAR-S2 should be completed in ac- tion, Paca-Pratt Boildiog, Baltimote 1, Md.. together with the covering
cotdancc ritb the * ecruaiqos conrained theteoo wbeo ttansmittiog ad- jwtment 1eFott6. plm. OAR-a (State’s Retam of contributions Payable P
Form OAR-S2 and a copy of the completed Form OAR-Sl.
:, 1’5, ; * 1 ,,.:I i.:,. I L .a
, e. ;
. _ -
23Y ,
- - ‘.4
M
STATE OF CALIFORNIA
BOARD OF ADMINISTRATION
I227 0 STREET
SACRAMENTO 14
PLEASE DIRzCT YOUR REPLY TO SCCTIONp
June 15, 1961 RLFCR TO MCMBER ACCOUNT NuMSER~
TO: PUBLIC AGENCIES USING TEE DELETION AND ADDITION MEX'HOD OF PAYROLL REPORTING
SUBJECT: REPORTING JULY, 1961, PAYROLLS WITH NEW CONTRIBUTION RATE
For your July payroll reporting you should use the attached modified prelist
with new contribution rates.
The listing was based on your April payroll provided it was in the System's
hands by May 31; otherwise, the last payroll received by May 31 was used. The
listing shows the new member contribution rate but does not show pay rate, pay
code, contributions, contribution code, and earnings. You should complete this
prelisting by filling in the payroll data and making the appropriate deletions and additions. On all additions be sure to use the new contribution rates as of July 1, 1961.
The regular prelisting based on your June reporting will be sent to you for
informational purposes only and should not be used for your July payroll listing.
Please file this listing or destroy it,but do not submit it for your July payroll
listing.
If you have any questions concerning this listing, please write to us.
[0$$/7;~ &L$jJj-
ROBERT N. HECHT, CHIEF
ACCOUNTING DIVISION
Attach.
500 < .
- ._.. F
. ,4 .
, 1’ .w e..- ’ STATE OF CALIFORNIA
‘_ . . 2 BOARD OF ADMINISTRATION
1920 K STREFT
SACRAMENTO 14
REPORT OF APPOINTMENTS OF EMPLOYEE5 WHO WILL QUALIFY FOR MEMBERSHIP IN THE RETIREMENT SYSTEM
(Persons employed one-half time or more)
By . . .c.;lltx...
(Name of Contracting Public Agency) (Empluyer Number)
-
LAST FIRST MtnoLe NAMIC NAMh NAME
(ENTEII ALSO ANY OTHER NAME UNDER W”,t” THL INDIVIDUAL WAS
PREVIOUSLY EMPLOYeD AS A MEMSER OR ON A QUALIFYING BASIS.) =ZZZ-=--
--
o*Te
OF Slim”
- I T
POSITION TITLE
i4ngineer Btilding Xbn,spmtor I;;e@~lanic - is*w.ti.
Disptcher Clerk - l?uLice - uept.
Laborer - streets Grouse) riobert C,
krurodds, A. &me
__-----_ - ------. --
INSTRUCTION:
5 Use to report appointments of employees whose aervlce is on a qualifying basis for mcmbcrship (one- half tins or more),
on a his wb merits.
I hereby cerftjy fhe above appoilltmenfs were effective as shown, and that the mnm of ,111 pmonr rtnplo*wl k-h zuilE qualify them for membrrsbip in tbe System brve been included in Reporfr of Afipn;~f~
iF 338 ___________-_....__.__..___ _. ----=------=gf a SALARY DATE ,X’>. p.3
RATB EMPLOYED J$i.”
‘: ;; ,:
-r-----T-=--~~
..__ .hi& Lz.?5!2~~~. . . . . . .._._.
’ trnature of authorized ol3iccr of contracting; agency)
RET. FORM IRB tIPI%.. 4.ti.a) #6 .&A
.* ’ t
._.z - _
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C
STATE OF CALIFORNIA
OASDI PROGRAM FOR CALIFORNIA PUBLIC AGENCIES 1961 ANNUAL BULLETIN
CHANGE IN CONTRIBUTION RATES FOR 1962
As reported previously, OASDI contribution rates will increase to 3-1/8$ for
employees and 3-l/8$ for employers, a total of 6$6 for 1962. The new rates are
effective with respect to wages paid on and after January 1, 1962. Maximum
covered wages continue to be the first $4,800.00 paid in a calendar year.
MJ3DICAL CARE FOR AGED BILL SHOULD BE WATCHED
From all indications, medical care for the aged under the Social Security program
will continue to have high priority on the administration's legislative program. Since the proposal contains financing provisions calling for increases in OASDI
contribution rates and maximal covered wages effective January 1, 1963, public
agency budget or fiscal officials should follow its progress in Congress which will
be reported in special bulletins next year. HR 4222 (King, California) is the
major bill containing the medical care program introduced in the House of Repre- sentatives. It is presently before the House Ways and Means Comittee.
STATE, UNIVERSITY OF CALIFORNIA EMPLOYEES TO BE COVERED BY SOCIAL SECURITY
Effective December 31, 1961, State employees and employees of the University of
California who are members of the State Employees' Retirement System will be under the OASDI program. Coverage is on the divided retirement system basis whereby current members of the Retirement System have an individual selection, with future members automatically covered by OASDI.
ADDITIONAL COVERAGE OPPORTUNITY FOR CLASSIFIED SCHOOL EMPLOYEES
In accordance with the provisions of 1961 State and Federal enabling legislation,
an additional opportunity was extended to classified school employees who elected
to remain out of the OASDI program when the Retirement System was divided with
respect to such employees to transfer to the group covered by OASDI.
Approximately 10% of those eligible to transfer took advantage of the new selection.
BOARD TO CONSIDER CHANGE OF RULES
The Board of Administration of the State hployees' Retirement System will meet in
Sacramento on December 8. Among the items on the Board's agenda will be consider- ation of amendment to Section 599 of regulations included in the California
Administrative Code. Section 599 relates to permitting public agencies (other than
the State, the University of California, and school districts) to grant their
employees a second chance to choose OA6DI coverage, where coverage was on the divided
retirement system basis.
The Board has received several requests to permit an additional opportunity for employees who have already had a second chance to transfer to the group covered by OASDI. As previously reported, the Social Security Act Amendments of 1961 extended
Ret. OASDI 20 Rev. 10 (12-61) Annual Bulletin 2800
_.. c
-. - _
-2-
the deadline for transfer of employees who elected to remain out of OASDI at the time the retirement system involved was divided to transfer to the group covered by OASDI to December 31, 1962 or two years after coverage was obtained, whichever is the later. Comments are invited from interested parties.
COVERAGE STATISTICS
On December 1, 1961 there were 2,535 public agencies in California covered by OASDI,
including 275 cities, 47 counties, 1,385 school districts, and 828 other local public
agencies. Over 130,000 public employees in this State are covered under OASDI. Of this number, over 100,000 were also in jobs covered by a retirement system.
CHANGES IN FEDERAL LAW GO INTO EFFECT, MONTHLY DEPOSITS PROPOSED
Beginning with wages paid in 1962, public agencies will be favored with the same time limitations on assessments for unreported wages applicable to private employers. The general rule is that in the absence of fraud, no assessment can be made after the expiration of a period of three years, three months and fifteen days after the year in which the wages involved were paid, or three years after the contributions relating to the wages involved were due, whichever is the latest. The same general time limitation will apply to credits and refunds of overpayments relating to wages paid from 1962 on.
23-8 Cd,
These provisions were incorporated in Section and (r) of the Social Security Act.
Other legislation sponsored by the Conference of State Social Security Administrators,
in which this State has membership, provides for a court procedure of decisions made
by the Federal Government with respect to the OASDI program for public agencies.
At its 1961 meeting in San Francisco, the Conference of State Social Security
Administrators expressed strong opposition to any proposal which would require the
States and local public agencies to make monthly deposits of OASDI contributions instead of paying contributions on the present quarterly basis. From al.1 indica- tions, the Federal Government will nevertheless continue to press for a monthly
deposit procedure, despite the additional problems and work involved for State and
local agency reporting officials. The position taken by the Conference indicates an
all-out campaign in opposition may be launched on behalf of reporting entities now
under OASDI coverage if any attempt is made to initiate the monthly deposit proced-
ures . This State is represented on the Committee on Federal-State Procedures which
represents the Conference in dealings with the Federal Government on matters affecting OASDI coverage for public employees.
IMPORTANT REPORTING INSTRUCTIONS
1. Your attention is invited to Federal requirements that adjustment reports which show a reduction in the amount of wages previously reported must be accompanied by a statement giving an explanation of the correction. Currently, many agencies are filing adjustment reports (Forms OAR-S&) without the statement, and costly and time-consuming follow-up correspondence has been necessary to obtain the reason. The cooperation of all agencies in this matter will be appreciated and will be of valuable assistance in keeping the administrative costs of the OASDI program as low as possible.
Ret. OASDI 20 Rev. 10 (12-61) Annual Bulletin 2800
-3-
2. Please do not take credit for overpayments against mounts due with regular quarterly reports without prior authorization by the OASDI Division. If the credits are disallowed or not cleared before the report must be filed with the Federal Government, interest must be assessed at the rate of 6s per annum.
3. Please do not wait until the regular quarterly report is filed to submit adjustment reports correcting wages reported in previous quarters. An adjustment report should be filed Mediately upon discovery of the error in reporting for a previous quarter. Failure to do so can lead to assessment of interest charges.
4. If you are not reporting wages on the basis of when paid, you should contact the OASDI Division imediately for advice on how to change to a correct basis.
Ret. OASDI 20 Rev. 10 (12-61) Annual Bulletin 2800
- L
._ . I-f .
STATE OF CALIFORNIA
BOARD OF ADMINISTRATION
1227 0 STRER
SACRAMENTO 14
January 4, 1962 PLEAS DIRECT YOUR REPLY TO SECTION
REFER TO MEMBER ACCOUNT NUMBER
To: ALL STATEDEP- ANDAGEavCIES
ALL PURLIC AGENCIES CONTF&CM3JGWITHTEEREX'IREMENT SYSTEM IIVTERBTEDPARTIES
Attached are amendments to the Regulations of the Board of Administration of the State Rnployees' Retirement System adopted at its meetinp; of December 8, 1961.
The amendments become effective January 15, 1962.
CER
att.
1375
. I_
AMEN-S TO BEGULATIONS OF THE BOARD OF AIMINISTEATION,
STATE EMPLOYEES' RETIREMENT SYSTEM
560. MEKBEPSHIP DATE. Persons entering employment subject to the System who
are not members of the System and who continue in such employment through the first day of the following month become members on that date, except that on the request of the Governing body of any contracting agency, the first of the payroll period, as established for the agency, next succeeding such entry shall be substituted for the first of the calendar month. The request of the governing body shall specify the
payroll period as established in the agency and shall be filed as a permanent record of the System. Upon the acceptance for filing of such request, the substitution shall
be effective for all employees of the agency thereafter entering employment.
582. BENEFICIARY DESIGNATIONS. A member may designate as beneficiary to receive
any benefit payable to a member's designated beneficiary upon death before or after retirement, any person or persons, including a corporation, individually but not as trustee; provided, however, that a beneficiary designated to receive payments under an optional settlement based on life contingency may be only a natural person. The designation must be in writing, except as otherwise provided in this section, must give the name of the person and his address, and must be filed in the office of the
Board in Sacramento, California. The right of a beneficiary to receive payment of
a benefit is contingent on his survival at the time of the member's death, and the
member may designate a beneficiary or beneficiaries on the contingency that the first beneficiary does not so qualify.
A member may, subject to the conditions set forth in this parwraph, designate as beneficiaries or contingent beneficiaries, other than a beneficiary to receive payment under an optional settlement based on life contingency of the beneficiary, his children or his grandchildren by class rather than by naming the individuals as otherwise required in this section. For purposes of such designation, "children"
shall mean natural or adopted children and "grandchildren" shall mean natural or
adopted children of the member's "children", and shall include such children or Grandchildren in being at the time of the member's death or who are conceived before
the member's death and born thereafter. Payments of a benefit by the System on the
basis of a determination in good faith of the existence and identity of the members
of a class so designated shall constitute a complete discharge and release of the System from further liability for the benefit, notwithstanding that it may not have discovered a beneficiary otherwise entitled.
1375
-
.
STATE OF CALIFORNIA
BOARD OF~ADMINISTRATION
(&&? y5q&qp?#’ y&immtt j$.g&m
1227 0 STREET
SACRAMENTO 14 4 January 30r 1962 PLKASK DIRECT YOUR RzPLY TO SKCTION
REFER TO MIMBKR ACCOUNT NUMBL 502500-5
City of Carlrbad - 338
We do not find a record in our roster of receipt of a Report of Separation for gPthryn JaxiaWmd who we understand
D has separated from
does not appear on
your agency or department.
your current payroll listing.
xx 'was employed by San Diego County Schoolr on l-10162 .
In order to clear our records and permit us to release, if necessary, a correct rate of contribution, please furnish us with the information and/or document requested in the item indicated below:
xx Last day this employee worked.
XI Please complete and return to us the enclosed Report of Separation (Ret. Form
183) showing the date of the employee's separation. If the individual has not separated, please complete and forward a Report of Appointment (Ret. Form 183) showing the per cent or fraction of full time he is now working for your agency.
MI%@ERSRIP DIKLSION
E&l.
31
Ret. Form 943 (Rev. 10/56)
-
STATE OF CALIFORNIA-BOARD OF ADMINISTRATION EDMUND 0, 8ROWN. Gownor
STATE EMPLOYEES’ RETIREMENT SYSTEM
1414 NINTH STREET, P. 0. 60% 1953
SACRAMENTO, CALIFORNIA 95809
PImm Dird Your Reply to Sutlon
Refer lo Mmbw Account Numbrr
hployer: CITY OF CARLSBAC
STATEMENT OF EMPLOYER CONTRIBUTIONS AS SHOWN IN THE ACCOUNTS OF THE STATE EMPLOYEES' RETIREMENT SYSTEM AS OF JUNE
(1) (2) (3)
0338
30, 1966
(4) (5)
Previous Balance Current Year Adjustments Net Interest Balance June 30, 1965 Contributions Earned June 30, 1966
'155509.45 21651.41 5186.52C:H 6478.01 '178452.35
(1)
(2)
(3)
(4)
(5)
EXPLANATION
Previous Balance June 30, 1965. Balance of employer contributions credited
to your account in the System as of June 30, 1965.
Current Year Contributions. All employer contributions received and credited
to your account during the fiscal year ending June 30, 1.966. Also includes survivor member contributions.
Adjustments. Includes amounts transferred to retired reserve accounts
maintained for the payment of retirement benefits and amounts disbursed as death benefits.
Net Interest Earned. Includes interest applied at the rate of 4s to the
previous balance, current year contributions, disbursements, and adjustments.
Balance June 30, 1966. Balance of employer contributions credited to your
account in the System as of June 30, 1966.
WILLIAM E. PAYNE, EXECUTIVE OFFICER
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‘STATE OF CALIFORNIA-BOARD OF ADMINISTRATION EDMUND G. BROWN, Governor
STATE EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P. 0. BOX 1953
SACRAMENTO, CALIFORNIA 95809
fhe oird rour R~P~Y f0 secfion
September 7, 1966
Refer to Member Accounf Number
TO: ALL PUBLIC AGENCIES CONTRACTING FOR RETIREMENT COVERAGE
SUBJECT: ANEUAL STATEMENT OF EMPLOYER CONTRIBUTIONS AND LISTING OF RETIRED ME3DERS
For several years the Board of Administration of the Retirement System has been interested in providing employers with annual statements along with
the individual annual statements to the members of the System. We have
finally been able to program such a report on the System's liata Processing
equipment and are pleased to provide you with the attached annual statement of employer contributions as of June 30, 1966, for your information and use. Since this is ,the first such statement, we welcome any comments on the report,
The Board and the System hope that this repe-?t will be useful and
meaningful to your agency, its governing body and staff. We propose to
continue the report on an annual basis with whatever improvements we can
make.
Please note the attached listing of members who have retired based on service rendered your agency. This listing includes monthly benefits paid during the month of June, 1966. We hope it is of interest to you and will demonstrate the value of the Retirement System to each of the employers. We note for you that information pertaining to active and retired members of
the System has confidential implications and caution your agency to restrict
the use of this information to the agency itself in order not to embarrass any of the retired members of the System* We again express our pleasure in
being able to provide you with this report and we do hope it has value to
your agency.
Attach:
600
*.
*- - 1 - c
’ ,: s
iTATE OF CALIFORNIA-BOARD OF ADMINISTRATION EDMUND G. BROWN, Governor -- -____.
STATE EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P. 0. BOX 1953
SACRAMENTO, CALIFORNIA 95809
STANLEY B. FOWLER, President
OTTO PALOMBO, Vice Presidenf Reply to Section 2-SS
DR. LESTER BRESLOW
PATRICK R. BYRNE Refer No. 6g-Og30958
GORDON B. CAMERON
HALE CHAMPION
DONALD GALLAGHER
A W “JOE” HISLOP
RiCHiRD A. LIEBES
LUCY E. RITTER
JOSEPH 1. WYATT, JR.
July 15, 1966
City of Carlsbad Mr. John J. Mamaux, City Manager 2960 Pi0 Pie0 Drive Carlsbad, California 92008
Dear Mr. Mamaux:
Thank you for your letter of June 22, inqtiying regarding Social Security coverage for the City's firemen and policemen.
Social Security coverage may be effected for persons in firemen and policemen positions should the City Council enter into an agreement to cover these positions. The Council could cover policemen positions separately, firemen positions separately, or the tG8$?&$~t~~ns could be combined in one coverage action. Coverage would be effective for all persons filling positions covered by the agreement if a majority of all eligible members of the State Bnployees' Retirement System in such positions voted in favor of OASDRI coverage. These
procedures are called an "all or none" referendum.
If the Social Security coverage is a full supplementation of the present Retirement System, there would be no change in the SERS contributions made
by the individual employees. In addition to the contributions payable to the
State Employees' Retirement System, each individual currently would pay 4.2%
of his earnings for Social Security coverage. The City would also contribute
k.2$ of reported wages as it does currently for the miscellaneous group.
The coverage discussed in the proceeding paragraph would not require an
amendment to the City's SERS agreement. The benefits provided by SERS for
this group Would not be effected by the Social Security agreement entered into
with this Division. Legislation which was effective following the last regular
session of the Legislature, does provide for a modification of the SERS safety member formula that is currently in effect with the City of Carlsbad. However, after talking with our Actuarial and Contracts Division, we understand that should the SERS benefits to the firemen and policemen be modified under these provisions of law, there could be an impairment of benefits and the City could be subject
to law suit by employees whose benefits were so knpalred. I would suggest if the
City wishes to pursue this further, that you send a letter of inquiry to our
-2-
--.
Actuarial and Contracts Division where more complete and detailed information on the subject would be available.
OASDRI coverage could be retroactive or could be effected as of a current date.
Please refer to the enclosed Forms 37PF, page 1, l.c.
For your information, two copies of our Form 37PF and Form 40PF are enclosed
for your review. The Form 37PF is a procedure for an all or none OASDRI referendum. If the City is to proceed with the referendum, these procedures must be followed.
Should you require any additional information or if we can be of any further help to you, please do not hesitate to contact us.
Very truly yours,
EL:lb Encl.
STATEOF CALIFURNIA OASDIPROGRAMFOR CALIFTXNIAPUl3LICAGFNCIES "AIL OR ROME" OASDI -AND COVERAGEPROCEIXJRR INPOLICEMANARD FIREWUV POSITIONS
The referendum procedure in Items 1 through 9 is based for the most part on Sections 223OO through 22308 of the California Government Code, Sections 590 through 598.1 of the California Administrative Code, and Section 2l8(d) of the Social Security Act, as amended.
The governing body of the public &PF for euggested format) to: agency adopts a formal resolution (See Form Ret.-OASDI
a.
b.
c.
d.
Requeet authorization from the Roard of Administration of the State Wplayeee' Retirement System to conduct a referendum.
Provide for conduct of the referendum in accordance with the requirements of Federal and State law and regulations.
Establish the beginning date of OASDI coverage (a date five years prior to the first of the year in which coverage procedures including Federal approval are completed, or any date thereafter, may be requested).
State the services performed in Policeman and/or Fireman positions covered by the retirement system (such as part-time positions, elective positions, etc.) to be excluded from OASDI coverage, if any.
State whether the referendum is to be among (1) Policemen only, (2) Hremen only, or (3) Policemen and Firemen voting together as a single group.
Name a local official to conduct the referendum on behalf of the public agency.
Acknowledge responsibility for payment of State costs incurred in connection with the referendum.
2. The governing body of the public agency determines the proposal to be submitted to the members of the retirement system in Policeman and/or Fireman positions, i.e., full supplementation of the present retirement system, a plan of coordination of the public agency retirement plan and OASDI coverage, etc. This action should be taken at the same time 86 Step No. 1.
3. Tfie resolution is submitted to the OASDI Division, State tiployees' Retirement Sy&em, P.0. Box 1953, Sacramento 9, California. The Executive Officer of the Retirement System authorizea the referendum, and appoints a State Supervisor for the referendum from a list of individuals approved and designated as Supervisors by and on behalf of the Governor. The public agency is advised of the authorization and appointment.
4. The governing body or the local referendum official establishes the date on which the referendum will be held. (Note that the referendum cannot be held less than 90 daya after notice of the referendum is given to the employees. Consideration should also be given to the time required to obtain approval of the Notice, etc. by the State Supervisor. See Step 5 below.)
Ret. GASDI 3‘7PF Rev. 1 (7-62) BAND COVERAGE PROCEDURES (P & F) 100
-2-
5. The local referendum official prepares and submits to the State Referendum Supervisor for approval:
a. A proposed Notice of Referendum to be given to Policemen and/or Firemen members of the retirement system eligible to vote.
b. A proposed explanatory statement to the employees to inform them of the rights and benefits which will accrue to them and their dependents and survivors, and the liabilities to which they will be subject, if their services are covered under the OASDI program. The statement must include a general explanation of the modification, if any, of the existing retirement system that may result from OASDI coverage.
c. A proposed plan of procedure to be followed in the conduct of the referendum.
d. A listing of all Policeman and/or Fireman positions established in the public agency, subject to the retirement system.
6. After receiving approval of the Notice, explanatory statement, and plan by the State Referendum Supervisor, the local referendum official issues the Notice and explanatory statement to members of the retirement system.
If in doubt as to an employee's eligibility, a Notice and statement should be givan to him nevertheless; his status can be resolved before the referendum takes place. Under Section 596 of the California Administrative Code, notice must be given to eligible employees by personal delivery, or by first-class mail, and must be posted on all bulletin boards maintained by the public agency to give notices to employees. Notice should be given to members of the retirement system on leaves of absence.
7. At the time notice is given, a list of members of the retirement system potentially eligible to vote in the referendum is established by the local referendum official. This list will be adjusted during the period between the Notice and the referendum for resignations, dismissals, retirements, and other separations from service.
8. On the date established for the referendum an opportunity to vote is given to eligible members of the retirement system. To be eligible to vote in the referendum, an employee must be a member of the retirement system and in a Policeman and/or Mraman position covered by the retirement system on both the Notice date and the referendum date.
There is no prescribed form for the ballot, but the question to be voted on must be in the same words as the question indicated on the Notice of Referendum.
9. After the votes are counted by or under the supervision of the local referendum official, all ballots cast are sent to the State Referendum Supervisor. Also, if the governing body of the public agency decides to request OASDI coverage, the local referendum official will make the certifications required by Section 598 of the California Administrative Code. (See Form Ret. OASDI 72 for approved format.)
Ret. OASDI 37PF Rev. 1 (7-62)
&l,
3.2.
3.3*
14.
15.
If a majority of the eligible members of a retirement system vote in favor of OASDI coverage, the governing body of the public agency may request OASDI coverage for its ecngloyees in Policeman and/or Fireman positions covered by the retirement system.
IZ a msjority do not vote in favor of OASDI coverage, one year must elapse before another referendtan can be held on the "all-or-none" basis. This one-year wsSt$w peried also applies if the public agency decides to submit a plan of canbination with OASDI other than the plan presented on the first referendum to the members for a formal vote.
Coverage is requested by adopting a resolution to do so (Form Ret. OASDI 33R) and executing an agreement with the State (Form Ret. OASDI 32R). Two copies of the resolution and the agreement are sent to the State.
After the State executes the agreement with the public agency, an executed copy wU.l be returned to the agency, The State will request inclusion of the Pollceswm allrd/or Fireman positions in the master OASDI agreement the State has with the Febwml Gvwne ment. Accompanying the State's request will be the State's certification of ths referendum results.
The agency's Policemen and/or Firemen will be officially in the OASDI program as of the date the application is approved by the Federal Government. The agency will be notified by the State of the Federal approval date. Arrangements can be made for a specific apprevsl date for convenienoe in payroll recordkeeping -on request of the public agency.
Wage reports for the Policemen and/or Firemen must be submitted to the State, with contributions due thereon, within 80 days of the Federal approval date. Special .. reporting forms are used where retroactive coverage is requested; such forms will be supplied by the State. Thereafter, the agency will report Policemen ad/or Firemen on the regular OASDI reports each calendar quarter.
Al.1 questions on OMDI benefits will be answered by your local Social Security office. All questions relating to referendums and coverage should be sent to:
OASDI DIVISION State Rnployees' Retirement System P. 0. Box 1953 Sacramento 9, California
Ret. QASDI 373?F Rev. 1 (7-62)
STATEOFCALIIQRNIA OASDIPROGRAMFVR CALIFWNIAPUBLICAGENCIES "ALL OR NONE" OASDI REFERFNMJMANDCOVEBAGEPROCEZXJRE INPOLIcFHANAND FIRFMAN POSITIONS
The referendum procedure in Items 1 through 9 is based for the most part on Sections 22300 through 22308 of the California Government Code, Sections 590 through 598.1 of the California Administrative Code, and Section 218(d) of the Social Security Act, as amended.
The governing body of the public kPF for suggested format) to: agency adopts a formal resolution (See Form Ret.-OASDI
2.
3*
4.
a. Request authorization from the Board of Administration of the State Eknplayees' Retirement System to conduct a referendtrm.
b. Provide for conduct of the referendum in accordance with the requirements of Federal and State laws and regulations.
c. Establish the beginning date of OASDI coverage (a date five years prior to the first of the year in which coverage procedures including Federal approval are completed, or any date thereafter, may be requested).
d. State the cervices performed in Policeman and/or Fireman positions covered the retirement system (such as part-time positions, elective positions, etc. "5 to be excluded from OASDI coverage, if any.
e. State whether the referendum is to be among (1) Policemen only, (2) Firemen
only, or (3) Policemen and Firemen voting together as a single group.
9. Name a local official to conduct the referendum on behalf of the public agency.
g* Acknowledge responsibility for payment of State coats incurred in connection with the referendum.
The governing body of the public agency determines the proposal to be sumtted to the members of the retirement system in Policeman and/or Fireman positions, i.e., full supplementation of the present retirement system, a plan of coordination of the public agency retirement plan and OASDI coverage, etc. This action should be taken at the same time as Step No. 1.
The resolution is submitted to the OASDI Division, State Bnployees' Retirement System, P.O. Box 1953, Sacramento 9, California. The Executive Officer of the Retirement System authorises the referendum, and appoints a State Supervisor for the referendum from a list of individuals approved and designated as Supervisors by and on behalf of the Governor. The public agency is advised of the authorisation and appointment.
The governing body or the local referendum official establishes the date on which the referendum will be held. (Note that the referendum cannot be held less than 90 -8 after notice of the referendum is given to the employees. Consideration should also be given to the time required to obtain approval of the Notice, etc. by the State Supervisor. See Step 5 below.)
Ret. OASDI 37PF Rev. 1 (7-62) B AND CQVRRAGE P- (P & F)
:
$0.
Il.
3.2.
13.
14.
15.
-3-
If a majority of the eligible members of a retirement system vote in favor of OASDI coverage, the governing body of the public agency may request OASDI coverage for its amployees in Policeman and/or Fireman positions covered by the retirement system.
If a majority do not vote in favor of OASDI coverage, one year must elapse before another referendum can be held on the "all-or-none" basis. This one-year wsitipg period also applies if the public agency decides to submit a plan of combination with OASDI other than the plan presented on the first referendum to the members for a formal vote.
Coverage is requested by adopting a resolution to do so (Form Ret. OASDI 33R) and executing an agreement with the State (Form Ret. OASDI 32R). Two copies of the resolution and the agreement are sent to the State.
After the State executes the agreement with the public agency, an executed copy will be returned to the agency. The State will request inclusion of the Policeman and/or Fireman positions in the master OASDI agreement the State has with the Federal oOvarn= ment. Accompanying the State's request will be the State's certification of the referendum results.
The agency's Policemen and/or Firemen will be officially in the OASDI program as of the date the application is approved by the Federal Government. The agency will be notified by the State of the Federal approval date. Arrangements can be made for a specific approval date for convenience in payroll recordkeeping upon request of the public agency.
Wage reports for the Policemen and/or Firemen must be submitted to the State, with contributions due thereon, within 80 days of the Federal approval date. Special *. reporting forms are used where retroactive coverage is requested; such forms will be supplied by the State. Thereafter, the agency will report Policemen an&/or Firemen on the regular OASDI reports each calendar quarter.
All questions on OASDI benefits will be answered by your local Social Security office. All questions relating to referendums and coverage should be sent to:
OASDI DIVISION State Employees' Retirement System P. 0. Box 1953 Sacramento 9, California
Ret. QASDI 37PF Rev. 1 (7-62)
4, .- &turn to: OASDI Division
State Bnployees' Retirement System
P. 0. Box 1953
Sacramento 9, California
- zJ2q
RESOLUTION
WHEREAS,
(Official Name of Public Agency)
hereinafter designated as "Public Agency", desires to include services performed by its
employees in Policeman and/or Fireman positions covered by
(Retirement System)
in the California State Social Security Agreement of March 9, 1951, providing for the
coverage of public employees under the insurance system established by Title II of the
Federal Social Security Act, as,amended; and
WHEREAS, State and Federal laws require, as a condition of such coverage, that a
referendum first be authorized by the Board of Administration, State Eknployees' Retirement
System, and conducted among the "eligible employees" (as defined in Section 218(d)(3) of
the Social Security Act) of the Public Agency; and
WIiERFM, it is necessary that the "Public Agency" now designate any classes of
positions covered by said retirement system which it desires to exclude from coverage
under said insurance system;
NOW, THEREFORE, BE IT RESOLVED, that the Board of Administration, State Fknployees'
Retirement System be, and it hereby is requested to authorize the foregoing referendum;
and
BE IT FURTHER RESOLVED, that upon receipt of authorization from the Board of
Administration, a referendum shall be conducted in accordance with the requirements of
Section 218(d) of the Social Security Act, and applicable State and Federal laws and
regulations; that such referendum shall be held on the question of whether service in
positions covered by said retirement system occupied by Policemen and/or Firemen should
be excluded from or included under an agreement under the Old-Age, Survivors' and
Disability Insurance Program under Title II of the Social Security Act, as hereinbefore
provided, with such coverage effective as to services performed on and after
, 19 ,; and
Ret. OASDI 40 PF Rev. 1 (i-62) RETIE sYS= REFERENDUM RESoL~IoN (P & F)
. , I.
-. : Cq
: -2-
BE IT FURTHER RESOLVED, that the following classes of positions covered by said
retirement system of the "Public Agency" occupied by Policemen and/or Firemen shall be
excluded from coverage under said agreement A/
BE IT FURTHER RESOLVED, that not less than ninety days' notice of such
referendum be given to all "eligible employees" as hereinabove provided; and that
(Name and Title of Local Official)
is hereby designated and
appointed to conduct such referendum on behalf of the "Public Agency" in accordance
with law, regulations, and this resolution, including the giving of proper notice
thereof to all such "eligible employees"; and
BE IT FURTHER RESOLVED, that with respect to eligible members thereof, the
benefits and contributions of the said retirement system shall (not be modified in any
way) (be modified pursuant to provisions of Article 13, County I%nployees' Retirement
Law of 1937) (bc modified pursuant to Resolution No. of this
body adopted on ); and
BE IT FURTHER RESOLVED, that the Public Agency will pay and reimburse the
State at such time and in such amounts as may be determined by the State the approxi-
mate cost of any and all work and services relating to such referendum.
1 f If no exclusions, write in the words "No Exclusions". Permissible exclusions are: a) Any service of an emergency nature; (b) All service in certain classes or in all classes of elective positions; (c) All service in certain classes or in all classes
of part-time positions; (d) All service in certain classes or in all classes of positions the compensation for which is on a fee basis; (e) Any agric$t;alilabcpr,
if such work would be excluded if performed for a private employer; erv ce er-
formed by a student, if such work would be excluded if performed for a private employer.
Ret. OASDI 40 PF RW. 1 (i-62) RETIREMENT SYSTEM REFERENDUM RESOLUTION (P & F)
-I -,
I
h
I, , Clerk/Secretary of the
, State of California, do hereby certify
the foregoing to be a full, true, and correct copy of Resolution No. adopted by
the of the
at the regular/special meeting held on
the
office.
day of , 19 -2 as the same appears of record in my
IN.WITNESS WHEREOF, I have hereunto set my hand (and affixed the Seal of said
4 at my office this day of
Clerk/Secretary
SUBMIT IN DUPLICATE
Ret. OASI 33~ Rev. 2 (g/61) 200 Certification
. .-
.c
. -- A %eturn to: QASDJ Division /. State Eknployees' Retirement System
P. 0. Box 1953 Sacramento 9, California
RESOLUTION
WHEREAS,
(Official Name of Public Agency)
hereinafter designated as "Public Agency", desires to include services performed by its
employees in Policeman and/or Fireman positions covered by (Retirement System)
in the California State Social Security Agreement of March 9, 1951, providing for the
coverage of public employees under the insurance system established by Title II of the
Federal Social Security Act, as amended; and
WHEREAS, State and Federal laws require, as a condition of such coverage, that a
referendum first be authorized by the Board of Administration, State fiployees' Retirement
System, and conducted among the "eligible employees" (as defined in Section 218(d)(3) of
the Social Security Act) of the Public Agency; and
WHEREAS, it is necessary that the "Public Agency" now designate any classes of
positions covered by said retirement system which it desires to exclude from coverage
under said insurance system;
NOW, THEREFORE, BE IT RESOLVEL), that the Board of Administration, State Employees'
Retirement System be, and it hereby is requested to authorize the foregoing referendum;
and
BE IT FURTRER RESOLVED, that upon receipt of authorization from the Board of
Administration, a referendum shall be conducted in accordance with the requirements of
Section 218(d) of the Social Security Act, and applicable State and Federal laws and
regulations; that such referendum shall be held on the question of whether service in
positions covered by said retirement system occupied by Policemen and/or Firemen should
be excluded from or included under an agreement under the Old-Age, Survivors' and
Disability Insurance Program under Title II of the Social Security Act, as hereinbefore
provided, with such coverage effective as to services performed on and after
, 19 ,; and
Ret. OASDI 40 PF Rev. 1 (1-62) RETIRESIENT SYSTEM REFERENDUM RESOLUTION (P & F)
-, c- * - h
.
i- -2-
BE IT FURTHER RESOLVED, that the following classes of positions covered by said
retirement system of the "Public Agency" occupied by Policemen and/or Firemen shall be
excluded from coverage under said agreement A/
BE IT FURTHER RESOLVED, that not less than ninety days' notice of such
referendum be given to all "eligible employees" as hereinabove provided; and that
(Name and Title of Local Official) is hereby designated and
appointed to conduct such referendum on behalf of the "Public Agency" in accordance
with law, regulations, and this resolution, including the giving of proper notice
thereof to all such "eligible employees"; and
BE IT FURTHER RESOLVED, that with respect to eligible members thereof, the
benefits and contributions of the said retirement system shall (not be modified in any
way) (be modified pursuant to provisions of Article 13, County Employees' Retirement
Law of 1937) (b ;: modified pursuant to Resolution No. of this
body adopted on 1; and
BE IT FURTHER RESOLVED, that the Public Agency will pay and reimburse the
State at such time and in such amounts as may be determined by the State the approxi-
mate cost of any and all work and services relating to such referendum.
-------w-
1
i
If no exclusions, write in the words "No Exclusions". Permissible exclusions are: a) Any service of an emergency nature; (b) All service in certain classes or in all classes of elective positions; (c) All service in certain classes or in all classes of part-time positions; (d) All service in certain classes or in all classes of positions the compensation for which is on a fee basis; (e) Any agricultural labor, if such work would be excluded if performed for a private employer; (f) Service per- formed by a student, if such work would be excluded if performed for a private employer.
Ret. OASDI 40 PF Rev. 1 (l-62) REX'lXKEXT SYSTEM REFERENDUM RESOLUTION (P & F)
t. ’ d’ - . . .’
I, , Clerk/Secretary of the
, State of California, do hereby certify
the foregoing to be a full, true, and correct copy of Resolution No. adopted by
the
the
office.
day of
of the
at the reslsr/special meeting held on
Y 19 ,-J as the some appears of record in my
IN WITNESS WHEREOF, I have hereunto set my hand (and affixed the Seal of said
4 at my office this day of
Clerk/Secretary -.
SUBMIT IN DUPLICATE
Ret. OASI 33C Rev. 2 (g/61) 200 Certification
C’ ,-- j ‘-‘j
.* ..& $f
d
July 25, 1966
Actuarial and Contracts Division
State Employees' Retirement System v/‘* 1416 Ninth Street, P. 0. Box 1953 Sacramento, California 95809
Gentlemen:
Legislation which was effective following the last regular session of the Legislature provides for modification of the SERS safety formula, which is currently in effect in the City of Carlsbad.
Would you provide complete and detailed information on this subject, which would enable the City of Carlsbad to determine what, if any, changes in our contract would be desirable.
Yours very truly,
JOHN 3. MAMAUX
City Manager
JJM:ma
I - A
,
STATE OF CALIFORNIA-BOARD OF ADMINISTRATION EDMUND G. BROWN, Governor
STATE EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P. 0. BOX 1953
SACRAMENTO, CALIFORNIA 95809
STANLEY B. FOWLER, President
OTTO PALOMBO, Vice President
DR. LESTER BRESLOW
PATRICK R. BYRNE
GORDON B. CAMERON
HALE CHAMPION
DONALD GALLAGHER
A W “JOE” HISLOP . .
RICHARD A. LIEBES
LUCY E. RITTER
JOSEPH 1. WYATT, JR.
Reply to Section 23
August 1, 1966
Mr. John J. Matnaux City Manager City of Carlsbad 2960 Pi0 Pica Drive
Carlsbad, California
Dear Mr. Mamaux:
The safety formula modification to which you refer to in your letter of
July 25 was developed to replace the 1% at 60 safety formula. The modified half-pay at 55 formula is designed for use in agencies with Social Security coverage, the idea being to provide a level of benefits approximately the same as is provided by the half-pay at 55 formula
without Social Security. It is not designed to be a modification to
the half-pay at 55 formula, the safety formula in your contract.
Donald W. Parkyn Assistant Actuary
DWP:pc
,- 4
August 8, 1966
.
State Employees' Retirement Systetn
1416 Ninth Street, P. 0. Box 1953 Sacramento, California 95809
Dear Sirs:
Relative to recent legislation perlslttlng Safety Members to retlre at age 50 with 20 years servke, we are re-
questing an Actuarial Study to determine what the
addltlonal costs will be both to the Cfty and the Safety
Members of the Police Department only.
We are not interested in the Social Security Coverage,
only retirement of Polke Officers at Age 50.
Yours very truly,
JOHW 3. HAMAUX City Manager
JJM:aa cc: Chief of Police
. I
I -’ . .
‘.
STATE OF CALIFORNIA-BOARD OF ADMINISTRATION EDMUND G. BROWN, Gciwnor
STATE EMPLOYEES’ RETIREMENT SYSTJM- 1/
1416 NINTH STREET, P. 0. BOX 1953 ,--
SACRAMENTO, CALIFORNIA 95809
STANLEY B. FOWLER, President
OTTO PALOMBO, Vice President
DR. LESTER BRESLOW PATRICK R. BYRNE GORDON 8. CAMERON
HALE CHAMPION
DONALD GALLAGHER August 18, 1966
Reply to Section 23
A W “JOE” HISLOP . .
RICHARD A. LIEBES
LUCY E. RITTER
JOSEPH L. WYATT, JR.
Mr. John J. Mamaux City Manager City of Carlsbad 2960 Pio Pica Drive
Car&bad, California
Dear Mr. Mamaux:
This letter is in response to your inquiry regarding the one-half pay at 50 benefit formula for local safety members.
The only information which can be furnished regarding costs pertains to the
member contribution rates. A copy of these contribution rates computed at
example ages is enclosed.
The agency contributions will increase by an amount at least equal to the increase in members contributions and in most cases by a somewhat greater
amount due to the fact that the adjustment in member contributions can only
be made on a prospective basis, whereas, the agency contributions must make up the deficiency in previous member contributions as well as bearing its
share of the cost for benefit formula improvement.
Before the System can make any calculations to determine the agency contri- bution rate, it will be necessary to develop the valuation factors required for such calculations. For this reason, the System will not be in a position to effect amendments or contracts to the one-half pay at 50 formula until sometime after the middle of next year.
Yours truly,
Donald W. Parkyn
Assistant Actuary
DWP:er
enc.
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Ret. Form 1541-4 (11/67) 500
16.6& 17.24 17.86, 18.52 19.24 20.00 20.84 21.74 22.72 23.80
25.00 20.00 15.00 10.00 5.00
. STATE aF CALIFORNIA-BOARD OF ADMINISTRATION .* RONALD REAGAN, Governor
STATE EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P.O. BOX 1953
SACRAMENTO, CALIFORNIA 95809
Please Direct Your Reply to Section
*Y 25, 1967. Refer to Member Account Number
TO: HEADS OF STATE DEPARTMENTS PUBLIC AGENCIES UNDER CONTRACT FOR -NT COVERAGE DISTRICT AGRICULTURAL ASSOCIATIONS EMPLOYEE ORGANIZATIONS CI'RER INTERESTED PARTIES
SUBJECT: MEZTING OF BOARD OF ADMINISTRATION, STATE EMF'LCYEES' RETIREMEN!r SYSTEM
The next regular meeting of the Board of Administration of the State Employees t Retirement System will be held at 9:00 a.m. on Friday, June 9, 1967, in the First Floor Auditorium of the Resources Building, 1416 Ninth Street, Sacramento, California. The Board will be pleased to have representatives of your agency at the meeting.
Agenda items which may be of interest to you include:
1. Review of 1967 Legislation;
2. Consideration of Regulation on Termination Procedures under OASDI (Social Security) for Local Public Agencies;
Attachment
1000
SUMMARY OF ACTIONS, BOARD OF ADMINISTRATION STATE EMPLOYEES' RETIREMENT SYSTEM MEETING HELD
APRIL 7, 1967
1. Adopted uniform contribution rate for all employers of school members as 6.814s of School Member Payroll, effective July 1, 1967.
2. Adopted the following administrative costs to public agencies contracting for retirement coverage, for the Fiscal Year 1967-68:
$1.00 per member for employers who have been under contract with the System two years or more, and for University members under Federal contract;
$5 .OO per member for employers in the first or second year of contract irrespective of the date of entry during the fiscal year or level of benefits contracted for;
$2.00 additional per member, as a one-time charge, for all employers who divide their retirement systems for the purpose of obtaining Social Security coverage retroactively.
These charges exclude costs of administering the Social Security and Health Benefits programs.
HEAL!PHBENEFITSPROGR.AM
3. Confirmed the Executive Officer's action of reducing the State's contri- bution to the State Employees' Contingency Reserve Fund under the Meyers- Geddes State Employees' Medical and Hospital Care program, from 3% to 2% for the months of April, May and June of 1967, and authorized the Executive Officer to re-establish the contribution to 3yh of premiums paid under the Meyers-Geddes health benefits program, commencing July 1, 1967.
4. Established the rate of contribution to the Contingency Reserve Fund for administrative expenses under the Meyers-Geddes State Employees' Medical and Hospital Care Act as 0.774 of the total contributions made by the employee or annuitant, and the State on behalf of the employee or annuitant, for the 1967-68 Fiscal Year.
-l-
5. Adopted the Medical Advisory Council's Survey of Consumer Experience Under the State Employees' Medical and Hospital Care Act as presented in its final draft form and instructed the System Staff to prepare the report for printing and distribution to interested parties and organi- zations.
6. Approved a special enrollment period of May 15 through June 9, 1967, for those employees and annuitants in the San Diego area who may be interested in enrolling in the Kaiser-South Health Plan with an effective coverage date of July 1, 1967.
*****
-2-
1000
S=Ti OF CALIFORNIA-BOARD OF ADMINISTRATION EDMUND G. BROWN, Governor
STATE EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P. 0. BOX 1953
SACRAMENTO, CALIFORNIA 95809
STANLEY 8. FOWLER, President
OllO PALOMBO, Vice President
DR. LESTER BRESLOW PATRICK R. BYRNE GORDON B. CAMERON HALE CHAMPION DONALD GALLAGHER
A W “JOE” HISLOP RiCHiRD A. LIEBES LUCY E. RlllER
JOSEPH L. WYATT, JR.
Au@;ust 30, 1967
Reply to Section 2 - ss Refer to 6g-Og30958
City of Carl&ad Mrs. Thelma L. Sowell, Finance Department 2960 Pio Pica Drive Carlsbad, California 92008
Dear &s. sowell:
Thank you for your letter of August 16, 1967 pertatiing to the reporting of
the City Councilmen for Social Security purposes.
Under the provisions of the Social Security Act, Section 2.18 (d)(6)(E), an individual who is in a position covered by a retirement system, and who is not a member of such system, but is eligible to becoane a member thereof, is regarded as a member of such system providing the State so desires. Under the Government Code, Section 22015, (excerpts enclosed) the State of California provided for such coverage; therefore, the elective officers in the City would be covered under Social Security even though they didn't elect to become members in the State Rnployees' Retirement System. Section 20361 of the California Government Code contains provisions for elective officials, such as the councilmen, to choose to be members of SERB. The date the councilmen started to receive compensation for services as members of the City Council the members became 'kktionals" i,e. eligible to choose membership in SEX@ as provided in Section 20361 of the Code.
Under the provisions of the California Government Code, Section 20814 (excerpt enclosed), a person serv5ng as an electfve officer is deemed to be serving in a full time position and fs credtiedoae year of service for each year of tenure in stih office, providing he is receivin@ any compensation for his services in his official capacfty, and if he elects to became a member of the Retirement system.
Page 26 of the State Buployees * Retirement System Manual that you mentioned in your letter, pertaining to qualification of membership does not refer to elective officials. Item 5 on page 2'j' of the Manual pertains to elective officials.
In your letter you question whether part-tipae employees can be excluded fkom coverage in the Retirement System and the Social Security program. The
-
City of Carl&ad Mrs.!L%elma L.Sowell,FiuanceDirector JUust 30, 1967
Actuarial Division in the State Employees l Retirement System will contact you concerning the exclusion of part-time employees in that System; however, the part-time exclusion would not effect the City Councilmen as they are considered to be full-time employees. Under present provisions of the Social Security Act, the City cannot amend its agreement to exclude part-time employees.
Since the City Councilmen are covered under the Ciy's Social Security agreement, a wage adjustment report, Form OAR-S&, should be submitted for any compensation paid the City Councilmen for services rendered in their official capacity, retroactive to January 1, 1964. Wages prior to January 1, 1964 can not be adjusted due to the Statute of Limitations. Public law 86-778 fixed a time limit beyond which a public agency would not be liable for amounts due with respect to wages paid individuals under the Social Security agreement. This law also provides that the Secretary of the Department of Health, Education, and Welfare will not be liable for refund or credit of overpayment made by an agency under its agreement.
If you have any further questions, please do not hesitate to contact us.
Very truly yours,
E&.&jILM
SOCIALeSECIBUTY DI6ISIOlV
EG:kaa Enclosure
EXCERPTS OF THE CALmm GOVERNMENT CODE
SECTION 22015
" Wemberk'j with re ect to any retirement system, for the purposes provided in Section ~8 (d)(6zE) of the Social Security Act, shall include in addition to a member of the system any non-member in a position in which he may elect membership."
SEClYIOlV 20814
"In computing the amount of service to be credited to a member who is entitled to credit under this part for service as an elective officer, a year of service shall be credited for each year of tenure in such office, A person serving in such office shall be deemed to be serving on a f'ull- time rather than a part-time basis for all purposes of this part."
EG:kaa
e/30/67
STATE OF CALIFORNIA-BOARD OF ADMINISTRATION
“. STATE EMPLOYEES’ RETIREMENT SYSTEA.. AA
1416 N!NTH STREET, P. 0. BOX 1953
SACRAMENTO, CALIFORNIA 95809
. STANLEY B. FOWLER; President
OTTO PALOMBO. Vice President
DR. LESTER BRESLOW
PATRICK R. BYRNE GORDON B. CAMERON HALE CHAMPION DONALD GALLAGHER A W. “JOE” HISLOP
RkHARD A. LIEBES
LUCY E. RllTER
JOSEPH L. WYATT, JR.
Ronald Reaga - -_ - tn m, Governor
Reply to Section 23
September 1, 1967
Mrs. Thelma L. Sowell Finance Department City of Carlsbad 2960 Pio Pica Drive Carlsbad, California 92008
Dear Mrs.Sowell:
Your letter of August 16 to Hr. Carl Blechinger of the Social Security Division has been referred to me in order that I may answer that portion pertaining to excluding "part-time help from Retirement".
The wording which you have suggested is so broad and can have so many different meanings to different employers that we hesitate to draft
an exclusion with such language. If an agency is interested in ex-
cluding certain employees, we recommend the exclusion refer to compen-
sation on some distinctive pay basis such as "hourly" or "per diem".
Or you could qualify the employment by excluding "hourly" or "daily"
paid employees in particular departments.
Please let us know if we can be of further service.
Yours truly,
KY:er
June 18, 1968
State of California Public Employees Retirement System
P. 0. Box 1953 Sacramento, California 95809
Gentlemen: ,
Would you kindly provide an estimate of cost for an actuarial study to determine the cost to this city
for providing optional retirement for safety employ- ;ees at age 501
Thank you,
C. E. MARTIN
City Manager
CEM:ma
l
STATE OF CALIFORNIA RONALD REAGAN, Governor
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P.O. BOX 1953
SACRAMENTO, CALIFORNIA 95809
STANLEY B. FOWLER, President
OTTO PALOMBO, Vice Preridenf Reply to Sec. 23
DR. LESTER BRESLOW
DONALD GALLAGHER A. W “JOE” HISLOP
RICHiRD A. LIEBES June 28, 1968
WILLIAM 0. MAAS
JOHN D. PORTER
LUCY E. RITTER
GORDON P. SMITH
JOSEPH 1. WYATT, JR.
Mr. C. E. Martin City Manager Gity of Carlsbad
2960 Pio Pica Drive Carlsbad, California
Dear Mr. Martin:
Thank you for your recent inquiry regarding the "one-half pay at age 50" benefit formula for local safety members and the effect which this program might have on member and agency costs for retirement system benefits.
1966 legislative enactment of AB 128 (Chapter 43) adds Sections 20607.8, 20952.8, and 2125’2.8 to the Retirement Law. These sections offer local policemen provisions which have been in the law since 1953 for local fire- men. The only definitive information which we can furnish on costs pertains to member contributions. Member contributions required under this formula will be from 30% to 50% greater, in most cases, than those required under the "one-half pay at 55" formula. Copies of the rate chart and printed comparison charts are enclosed for this formula.
We anticipate that agency contribution rates for the safety category will
increase approximately 50% to 75'% depending upon the characteristics of your membership. This sizeable increase in the employer rate is due to the fact that adjustment in member contributions can only be made on a pros- pective basis. The agency must make up the deficiency in previous member contributions as well as bear its share of the cost for the benefit formula improvement.
The fee for such a valuation is inactive firemen and policemen. two months.
$50.00 flat plus $0.50 per each active and The valuation will require approximately
Ytirs truly, zrf22dJw
KISUK YANG ACTUARY
KY:mc encl.
! i. ;a’ I . . , ,- ’
,;i’ ;s’
.,-’ I’
August 19, 1968
Mr. Kisuk Yank, Actuary
Publfc Employees' Retirement S stem 1416 Ninth Street, r-%X" + 9j-3 Sacramento, California 95809
Dear Mr. Yang:
A formal request is hereby made for an actuarial study to determine the feasibflity of placing our safety members under the “one-half pay at age 50"
benefit formula, as outlined in your letter of June 28, 1968.
Yours very truly,
C. E. MARTIN
City Manager
CEM:ma
I
CAMSBAD, CALIFORNIA 92008
.Tlllie 20, 1969
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.5!!R.'TT: c?“ : "RX ?ate - * q i- t i r c T! e n t Syster
yea..r r’hicli: :
i’R)‘?lE? C2TrOll. i"3.S 2Sked PC t.0 PiVe YOll i! Ff'rO rC:arditln
c e c t i. 0 13 43068 of the Covcrr:n-e1:t rode re,onrtliny r;iaxirwv t2x rates since :,:c arc ral,il:g a c!e;:artr~re fror- 0~;” ~revic~lds yrr.3c~dliyes t:;j.s ve,7r in 1J?V\7iiTr~ cost of the ;;et;s:c,n jdan, a seyarztc: rate to pal’ t.jlc
C;ection 43008 licits tire ;;rfzj-:erty tnx TV ‘:l.U!) p?r :!rIrldreci l:ut t’i1 i s dnc-s lint include any ta>: \?I1 i cl1 “nnv’ ‘i?C?
ueces.sxry to ;:ay t;lc costs of a~? ;ensiofi plan for ciT.1~
cl:]:lct~et?S ndOyt&tI ;:i!rSV3ilt to ?rtiCle 2, Chapter 2, Oi“
Di1ri Shi 5, . , , .”
,Accordir,p t n Va~nc we have contracted b~i.th tllc Rozrci of :ltl~~jnistr~.tors of’ the Ctate F,~plo~:ec.r; “etireTe;:t CySter to et:ti:r OUT cr-;:lo;~cec, u:~Lcr tliat syste- 2nd tlizrclrore are
IlilC'pI" t?;i.s firticle 2 rlentior;r:tl PliOJ;C:, * 7315 .?rti.cle 1; c ;“, i F s
at 7.ectl.o~1 45.341 of the ?overzr~cnt Code,
Tj!ereipre i.t is 1”‘/ opi.?3ioTi tll at ve nay levy what ever
tax is !;eces5R.rt’ to :?2j’ the costs of this :,7cnsinn pla:? 2 r.d
?lnt 1.!fI? 1 i r’ i- f :? cl i-, y t 1 i e 9 1 . i) 0 ;icr !;uil(!rec! rzte,
!!~r)r truly yours ,
7(-y : (11,
‘?U3L?C EMPLOYEES’ RETIREi‘- JT SYSTEM
P. 0. 00x 1953 11416 - 9th Street)
Saxsmento. CA 95809
TO:
FUEKJCAGEZWES CONTFUC'X'IIVGFORRETIREMEl'4T COVERAGBand
ALL AGENCIES UNM!IR RECIPROCAL J?EI’IW AG-S kiITH
THE FVHLXC mPLoYmS’ RETmw SYm
- i i-
i)ara; Xovembtr 14, 1974'
CIRCULAR
LETTER 031 - 128
NUMBER:
Dhtribution: Special
sub+:
CITY OF SA-0 - F?EcxPRom
Please be advised that on November 4, 1974, the
my OF SAW 0 entered into a reciprocity agreement with the public EZnploye+s* Retirement system pursuant to Section 20042 of the Gowxmmxt Code, effective November 4, 1974.
cct staff, Pms
,
.-.
1200 ELM AVENUE
CARLSBAD, CALIFORNIA 92008
TELEPHONE:
(714) 729-l 181
December 9, 1974
PUBLIC EMPLOYEES' RETIREMENT SYSTEM P. 0. Box 1953 Sacramento, CA 95809
ATTENTION: Mr. KISUK YANG
The proposed amendment to the contract between the Board of Administration of the Public Employees' Retirement System and the City of Carlsbad references several previous amendments. The City of Carlsbad does not hold copies of all of these previous amendments. It is requested we be furnished copies of the amendments listed below.
1. July 1, 1957 Amendment
2. March 5, 1959 Amendment
JJJQMdkPA. JFROME N. PIETI, Personnel Director 4 P/vs
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‘;’ [f &y c r ‘7 ‘- ._ i; i c ‘q R L s s ---3, (I A L T j- Q ;:’ ;‘; 7 - A . .
, . P. L i: *5 R c7 -1 Si.Z1 L-10 _ a?.+.+7 . -- Date: January 21, 1975
R -2 1-e r -7 c .-I To :
e-P--____
S~~J-.~ct:
AMENDkIENT OF P.E.R.S. CONTRACT FOR SAFETY MEMBERS
-- -
SLzbrnit~~~ 57: Jerry Pieti Personnel Director
stz tc-72.1 t of -_ t '1 3 ;I<? t ter
Xc a part of the Memoranda of Understanding between the City of Carlsbad Police Officers Association and the Carlsbad Firefighters Association, the provisions of Section 21263.1 (one-half continuous benefits) of the California Government Code are to be included by amendment in the contract with P.E.R.S. The City has received the required actuarial report from P.E.R.S. On November 6, 1974 the Council adopted Resolution No. 3542 which was a required Statement of Intent to amend the contract.
Two further. steps are required to complete the amendment process. Ordinance No. and P.E.R.S. L~~e~:~~~~ed~o~~~~i~~ g?;ted Form 702, must action will be a second reading of the ordinance and 30 days thereafter, the existing contract will be amended as agreed. .
Exhibit
Ordinance No authorizing an amendment to contract.
Retirement Form 702 (Amendment to Contract).
.Sta ff Rec~or.t.nerzda ti 0.2s to the City Manager
Recommend introduction of Ordinance No .//7j 9
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’ ,IIB No.
City Manager's Recomxecdation
Concur with staff recommendation.
Council'Action
.P
Date:. January 21, 1975
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c D ’ m.m,zJ‘-f TO COj;T34CT .E'i'$',-&i 'j"
IlZiXiRD OF XDXlXISTR~4TIO~~ pTjB=c ~j-J-J--s' m'ilmp.f SYSI%;J
AND !ciE
CITY COUKIL
OP !ixz
CITY 07 CARLSEAD
The Board of Administration, ?ubliC Employees * Retirement System, hereinafter referred to as Board znd tie CITY C2XJ~JCi.L of the CITY OP CAEGSW, hereinafter re-
ferred to as Public Assncy, haxLn.g entered into a cozltract under date of December 23, 1955, effective J=uq 1, 1956, as amended effective July 1, 1957, Jazuaxg 1,
1959, azd itich 5, 1959, z?d as n,ro-&ded by C hapters 170 aid 316, Statutes of 1971, which pro-&k for participakion of pu'olic Agency in said System, Board and Public
Agency hereby agree as follov~s: .
A. Paragraphs 1 through 9 are hereby stricken from said contract as executed
effective January 1, 1956, and are hereby replaced by the follow para-
,gra$hs nTumbered 1 through 8 inclusive: --. ~__~. ..-~ ~. --.-- _-
1. All words &d tern used herein which are defined in the Public Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Xormal retirement age‘*
shall mean age 60. for miscellaneous members and age 55 for local..
safety members.
2. Public Agency shall participate in the Public Bmployees' Retirement
System from and after January 1, 1956, making its employees as here-
inafter provided, members of said System subject to all provisions of
the Public Employees ' Retirement Law except such as apply only on election of a contracti.~ agency and are not provided for herein and
to all amendments to said Law hereafter enacted except such as by
express provision thereof apply only on the election of contracting
agencies.
3. Employees of Public Agency in the following classes and groups shall become members of said Retirement System except such in each such
class and group as are excluded by law or this agreement:
8. Local firemen (herein referred to as local safeti members);
b. Local policemen (herein referred to as local safe* members);
c. Employees other than local. safety members (herein referred to
as miscellaneous members).
In addition to the employees excluded from nembership by said Retire-
ment Law, the following employees shall not become members of the
Betirement System:
NO ADDITIOHAL EXCLUSIONS
Ret. Form 702-l
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ORDINANCE NO. 1174
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARLSBAD AUTHORIZING AN AMENDMENT TO THE CONTRACT BETWEEN THE CITY OF CARLSBAD AND THE BOARD OF ADMINISTRATION OF THE CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT , SYSTEM.
The City Council of the City of Carlsbad does ordain as
follows:
SECTION 1: That an amendment to the contract between the
City Council of the City of Carlsbad and the Board of Administra-
tion, California Public Employees' Retirement System, is hereby
authorized, a copy of said amendment being attached hereto,
marked Exhibit A, and by such reference made a part hereof as
though herein set out in full.
SECTION 2: The Mayor of the.City of Carlsbad is hereby
authorized, empowered, and directed to execute said amendment for
and on behalf of the City of Carlsbad.
' EFFECTIVE DATE: This ordinance shall be effective thirty
days after its adoption, and the City Clerk shall certify tq the
adoption of this ordinance and cause it to be published at least
once in the Carlsbad Journal within fifteen days after its adop-
tion.
INTRODUCED AND FIRST READ at a regular meeting of the
Carlsbad City Council held on the . day of , 1975,
and thereafter
PASSED AND ADOPTED at a regular meeting of said Council
held on the day of I 1975, by the following vote,
to wit:
AYES: .
NOES: ABSENT: ' .
ATTEST: ROBERT C. FRAZEE, Mayor
MARGARET E. ADAMS, City Clerk (SEAL)
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1.1 7(' . .- c- . THE C.I T Y OF CARLSBAU, C A L.I F-0 R 1V I A
Agenda Bill No. $arSI - &=I Date: March 18, 1975 .-
deferred To:
Subject: Submitted By:
AMENDMENT TO PUBLIC EMPLOYEES' Jerome Pieti RETIREMENT SYSTEM CONTRACT Personnel Director
I
Statement of the Matter
The City Council by Resolution No. -_?&&a has expressed its intent to include employees hired to perform identification and communication duties in the Police Department and who were in this employment on August 4, 1972, as Safety Members in the Public Employees Retirement System.
To implement the Council's intent it is now necessary to adopt an ordinance authorizing an amendment to the City's contract with the Public Employees. Retirement System.
Exhibit
Ordinance No. /I 7'7
Exhibit 'A'
Staff Recommendations to the City Manager
If the Council wishes to proceed they should adopt
Ordinance. ,No-]!77 -
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AB No.
City Manager's Recommendation -
Concur
Date: March 18, 1975
Council'Action
3-10-75 Resolution No. 3608 expressing intention of Council to approve
amendme!t to contract between PERS and the Ci.ty was adopted.
3-l 8.- 75 Ordinance #1177 was introduced as an urgency prdinance and
adopted'. , /
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3 ORDINANCE NO. 1177
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AN EMERGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA AS AN URGENCY MEASURE AUTHORIZING AN AMENDMENT TO THE CONTRACT BETWEEN THE CITY COUNCIL ,AND THE BOARD OF ADMINISTRATION OF THE' CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM TO ALLOW CERTAIN POLICE COMMUNI- CATORS TO ELECT.TO BE SAFETY MEMBERS OF SAID SYSTEM.
The City Council of the City of Carlsbad, California, c
lees ordain as follows: _
SECTION 1: That an amendment to the Contract between
:he City Council of the City of Carlsbad and the Board of
\dministration', California Public Employees' Retirement System
1s hereby authorized, a copy of said amendment being attached
lereto, marked "Exhibit A", and by such reference made a part
lereof as though herein set out in full.
SECTION 2: The Mayor of the City of Carlsbad is hereby
luthorized, empowered, and directed to execute said amendment for
lnd on behalf of said Agency.
SECTION 3: This ordinance is adopted pursuant to the‘
authority vested in the City of Carlsbad pursuant to California
iovernment Code Sections 36934 and 36937 and is hereby declared
:o be an urgency ordinance. The facts constituting the urgency
Lre as follows: c
"The police communicators of the City of Carlsbad have an opportunity to be designated .local police safety employees of the Public Employees Retire- ment System. Such a designation constitutes a significant economic benefit to such employees. It is alSO morale factor which will directly affect the efficiency of the Police Department. Such oppor- tunity will be lost if the contract with the ' Retirement System is not amended by April 1, 1975. There is not sufficient time to accomplish the amendment unless it is immediately approved, which requires an urgency ordinance,"
SECTION 4: This,ordinance shall be read once and shall
Lake effect immediately.
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SECTION 5: Prior to the expiration of fifteen days
'ram the passage thereof, the City'Clerk shall publish it at
.east one time in the Carlsbad Journal, a newspaper of general
Grculation, published and circulated in the City of Carlsbad.
PASSED AND APPROVED at a regular meeting of the Carlsb.ad
lity Council held on the 18th day of March , 1975, .
by the following vote, to wit:
AYES: Councilman Frazee, Chase, Lewis,Skotnicki and
Councilwoman Casler
NOES: None
j&&WC ldcil,-
ROBERT C. FR?iZEE,JMayor
,TTEST:
SEAL)
2.
.‘I
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k” .A.
EXHIBIT A
AMENDMENT TO‘CONTRACT BETWEEN THE BOARD OF ADMINISTRATION PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE CITY OF CARLSBAD
The Board of Administration, Public Employees* Retirement System, hereinafter referred to.as Board and the CITY COUNCIL of the CITY OF CARLSBAD, hereinafter referred to as Public Agency, having entered into a contract under date of Decemberc 23, 1955, effective January 1, 1956, as amended effective July 1, 1957, January 1, 1959, March 5, 1959 and March 4, 1975, and as provided by Chapters 170 and 316, Statutes of 1971p which provide for participation of Public Agency in said System, ., Board and PUblic Agency hereby agree as follows:
The following said paragraph shall be added to paragraph 5 of said contract: '.
'."Local .policemen shall include persons who are employed to .perform identification and communication duties in the Police Department who are not now local safety members and who were in such employment on August 4, 1972 and who elect safety.membership within 60 days of the effective date of this amendment.c8
This amendment shall be attached to said contract and shall become effective oli the eighteenth day of March, 1975,
Witness our hands this JL/_&, day bfu/fjc.. .'
BOARD OF ADMItiISTRATION PUBLIC EMPLOYEES' 'RETIREMENT SYSTEM CITY COUNGIL .-. OF THE CITY,J)F CARLSBAD
Executive Officer
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RESOLUTION NO. '3608'
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, EXPRESSING THE INTENTION OF THE CITY COUNCIL TO APPROVE AN AMENDMENT TO CONTRACT BETWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY OF CARLSBAD. ,
WHEREAS, the Public Employees' Retirement Law permits ,
the participation of public agencies and their employees in the
?ublic Employees' Retirement System 'by the execution of a contract,
znd sets forth the procedure by which said public agencies may
elect to subject themselves and their employees to amendments to
said law; and
WHEREAS, the City Council did on September 18, 1973,
indicate its intent to amend the then existing contract with the
?ublic Employees' Retirement System to include the below change;
ind . .
WHEREAS, it remains the intent of the City Council to
imend the existing contract with the Public Employees' Retirement
system to include the below change; and
WHEREAS, one of the steps required in the procedure to
unend this contract is the adoption by the legislative body of
:he public agency of a resolution giving notice of its intention
:o approve an amendment to said contract, which resolution shall
:ontain a summary of the changes proposed in said contract; and
WHEREAS, the following is a summary of the proposed
:hange:
"Provides that under the authority of Section 20020 of the Government Code.those police communicators who were so employed on August 4, 19'72 shall hereafter be considered designated and classified as-local safety members of the Public Employees' Retirement System." .
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NOW, THEREFORE, BE IT RESOLVED by the City Council
of the City of Carlsbad as follows:
1. That the above recitations.are true and correct.
2, That it does hereby give notice of intention to
approve an amendment to contract between said City of Carlsbad
and the Board of Administration,of the Public Employees' Retire- L
ment System. A copy of said amendment is attached as Exhibit A
and incorporated herein by reference. adjourned
PASSED, APPROVED AND ADOPTED at an/t-eguldr meeting of
the Carlsbad City Council held on the TOth day of March I
1975, by the following vote, to wit:
AYES: Cmn. Frazee, Chase, Skotnjcki,and Casler : ..-_
NOES: None:
ABSENT: Cmn. Lewjs.
ATTEST:
(SEAL) :
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.ARLSBAiI POLICE DEPARTMEN"
MEMORANDUM
TO: Paul D. BUSSEY, City-Manager DATE: 16 April 1975
FR@l: Mildred L. MOORE, Sr. Communicator
SUBJECT: SAFETY MEMBERS
The following Communicators hereby elect covera-ge as
safety members under the Public Employees' Retirement
System:
Mildred L. MOORE
-Sheila B. TARVIN
“ORIGINALS ~ .I
Mildred L. MOORE, Sr. Corm.
. - - .
STATE OF CAlIFORNIA-BOARD OF ADMINISTRATION EDMUND G. BROWN JR.,‘Govcrnor -- ---
PUBLiC EMPLOYEES’ RETIREMENT SYSTEM .
1416 NINTH STREET, P.O. BOX 195? .
SACRAMENTO, CAiIFORNIA 95809
.Tefephone (916) 445-4147 April 19, 1976 Reply to Sec. 020
Agency Name: City of Carlsbad
Agency No.: 338 l .
SUBJECT: IM'LOYER CONTRIBUTION RATE FOR PiISCELLAI~EOUS HE.FIBERS EFFECTIVE JULY 1, 1976
Effective July 1, 1976, the employer contribution rate for your miscellaneous member
group will be as follows: .
Present Rate (current & prior service) 7.46%
New l&e Effective JAly 1, 1976
Valuation Fee
In the past the policy of the System.has been to bill the agencies for the costs involved in the periodic valuations. lIo;ctever, for this particular valcacion the
System will waive the fee. The System will continue to bill the agencies for any future additional valuations which you may request based on the current fee schedule
of $100 flat plus $1.00 per each active and inactive employee for each report.
8.46%
.
Information and Gackgrotmd
The Board of Administration of the.Public Employees' Retirement System at its April.
1975 meeting in San Diego adopted new actuarial assumptions to be used in connection
with the actuarial valuations conducted by the System. The actuarial i+terest rate
was changed to 6% (from 5-3/4%). New salary scales assuming a 9% increase in salaries
per year for the first S years of employment and a 4% per year incrcese thereafter
were adopted. Other changes were made in assumptions affecting retirement costs,
such as withdrawal rates, rates of retirement at various ages for both service and disability, death rates, etc.
You will recall that our Kay 12, 1975 letter advised you that in order to maintain
the integrity of the Public Employees' Retircmznt Fund, the Botr-d of Administration approved the Staff's recommendation that employer rate increases resulting from the
June 30, 1975 vaiuation should be implemented in steps at the rate of 1% per year
for miscellaneous member groups for three years commencing July 1, 1976 subject to future valuations. We anticipate conducting a valuation as of June 30, 1976 to
review the rates. Under the Public Employees' Retirement Law, member contribution
rates do not change because of the changes in assumptions and experiences.
.
.
*
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SiATE OF CALIFORNIA-BOARD OF ADMINI.. ATION
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM
. EDMUND G. BROWN JR., Governor
1416 NINTH STREET, P.O. BOX 1953
SACRAMENTO, CALIFORNIA 95809
Y&phone (916) 445-5147 Reply to Section 020
April 19, 1976
To: .CONTRACTING PUBLIC AGENCIES
SUBJECT: EMPIDYER CONTRIBUTION RATE FOR SAFETY HEMBEZS EFFECTIti JULY I, 1976
Employer Contribution Rate
Effective July 1, 1976 the employer contribution rate' for your safety member6 will' be that underlined on the attached report. That rate is the result of the recent
periodic actuarial valuation conducted as of June 30, 1975 and based on the benefit6 currently being provided by your contract with thi.6 System.
Valuation Fee
In the past the policy of the System has been to bill the agencies for the COSt6
involved in the periodic valuations. However, for this particular valuation the -
System will waive the fee. The System will continue to bill the agencies for any future additional valuations which you may request based on the currentafee schedule
.of #lo0 flat plus tl.00 per each active and inactive employee for each report.
Information and Background
The Board of Administration of the Public Employeee' Retirement System at its
April 1975 meeting in San Diego adopted new actuarial assumptions to be used in 0
connection with the actuarial valuations conducted-by the System. The actuarial
interest rate was changed to 6% (from 5 3/4%). New salary scales assuming a.%
increase in salaries per year for the first 5 year6 of employment and a 4% per year
increase thereaf,ter were adopted. Other changes were made in assumpkions affecting
retirement costs, such as withdrawal rates, rates of retirement at various ages of both service and disability, death rates, etc,
You will recall that our Bay 12, 1975 letter advised you that in order to maintain the integrity of the Public Employees * Retirement Fund, the Board of Administration approved the Staff's recommendation that employer rate increases resulting from the
June 30, 1975 valuation should be implemented in steps at the rate of 1W per year
for safety member6 for three years commencing July 1, 1976, subject to future
valuations, We anticipate conducting a valuation a6 of June 30, 1976 to review the
ratee. Under the Public Employee6 ( Retirement Law member contribution rates do not change because of the changes in assumptions and experiences.
The result Of the attached valuation indicate6 that the total increase in your agency'6 safety contribution rate requires more than 1%. l&i.6 means that there will be an additional adjustment in 1977. However, if your agency wishes to pay the ultimate rate on July 1, 1976 so that there will be no further adjustment because of the Change in aCtUarid assumptions, plearre u6e the rate directly above the underlined rate on the report. In the event we do not hear from you, we. will a66ume that the effective rate on JuSy 1, 1976 will be the underlined rate. .
CHIEF ACTUARY
Attchment: .
‘- . PUBL’I -3PLDYIXS R’-TJRE#‘NI SYST-.
ACTUARlAL VALUAlION Ff’R SAFETY MEr.3~f?S OF
CARLSCAD CIfY ER. 33R
AS Of 7/ l/1.975
CURREYT SERVICE
NORMAL COST 9
UNFUNDED LTAB d
PRfbR. SERVICE
USFL’NXD LTAB $
DEATH. BENEFITS
EjcJFiMkL CCST 2
UIJFUNDED LIkB 5
1959 SURVIVOR SENo
NffRMqL COST Q
USFWDED LIAB 3
127826a
94rj&t?Ge
22040
826a ._
-2522*
OI
.OO
.
s
TOTAL
TOTAL
:
TOTAL
TOTAL
. !
12*710%
3,77&Z 16a4Y5Z
OCOOC;~
0,009%
OeG824
0.0 %
.o,op . ,
0090 %
oq+o x
0.0 9:
TOTAL EHPLC‘JYER RATE EFFECTIVE 7/ l/.1976 'l&c5eh%
EWPLOYEK b!ATf EFFECIXVE 7/ f/1976 lYlINIMUn 14a990g
PRESEIJT EMPLf’YER RATE
AtJNUAL PAYRC!LL AS OF VALUATION
MEH6ERStiTP DATE AS OF Vb.LL&TION
*. 13c4"G'S .
s 1004978*
_. 4
ACTIVE 680 ANNUAL CCIST- $ 166685e
INAC TX VE 00
RETIhED 5
.
NOTE ADJUSTED AGENCY CONTQIBUTICN RATES HAVE OEEN ESTARLISHZD
TU AIWKTIZE PS UNF\.‘NLJEO L,I/;BIiIT1ES BY JULY 1, 20GOe
/
4) -
FOR ACTION AS INDlCATf!’ I .FFI”-Y” CI#%U.III.C II I CtnuAniDR “.. “.“m.‘^.yz , ..-.-. 1 L-‘-..-.-..m INOTE AND FORWARD
- 1 REWY-COPY 10 ME II IAPPROVAL 11 1 NOTE AND FILE -
F$RASE WMMARILE ACflON
i PLEASE INVESllGAlE i i COMMENTS
NOTE AND RETURN
PLEWE PHONE ME
.- . . . . . . --- .-.- _____. PLEASE SEE ME
1200 ELM AVEhLIE
CARLSBAD, CALfFORNlA 92008
A FE-r:
__.. ._--__._e
TELEPHONE: (7:4)729-1181
March 25, 1977
yJ Mr. THOMAS FRENCH Public Employees' Retirement System P. 0. Eox 1953 Sacramento, CA 95809
LEai- Mr . FZXCH:
The City of Cawlsbad requested informzticn -leces sary to amend its ~~~esent contract with the Public i;.:,~~Joy.zee' Rctirzment ~ysterr irl a Letter dated 3uly 28, 1976. A cozy is atsached. TO date ye harre not received the z:eveszalry inforxa-kio? _I or f.~oc:l,x~I:Ll?~i- s ,
I &;r:,,:4,u[\. p>.- *.2 ia EROMVr;F;: N Y CIETI erEonne1 Director
JNP/vs cc: CMEA
1200 iZLh4 AVENUE
CARLSBAD, CALIFORNIA 92OOt3
.
‘ July 28, 1976
TELCPHONE:
(714) 729-1181
.
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Mr. KISUK YANG .
Chief Actuary. .
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
?. 0. Box 1953
Sacramento, CA 95809
.
Dear Mr. YANG: *
The City of Carlsbad would like to amend its present
contract k!iti; the Public Employees' R:zt raze It System. The
amendment would be to include the pro.4-i: ion LO add rI;ccrlled,
uncempenszted s'ck leave to a Mi?cc il :n' CI~; :cii ier ' s
service crcd-it upon retirement.
k
l
ROME N. PIETI
rsonnel Director
JNP/vs
cc: CCEA President
4456570 xeply to fiection 020
Mr. Jcrow N. Picti
Pcrt3omel Mroctor
city of Carl&ad 1200 I?l.:r, A.vmua
CarlsS:d, (24. 92008
f)\ tj ,i\ G hu~ust 24, 1975 ;’ <+ qq +- 1 Y 2’ \
Dear Xr. Pitt-i:
Wc rir'e trm38mitthg w~Ltil this fetter our actwx2al. report cm tile valuation5
rc!c~tmated by your qi-slcy ti' &:rctrTnFr~~ r?K? cc'-,tr.+~bll?iom rsquired f.f ttra
COJati: c:Ct :iS ~Eil&jlC;& ix k%CCO~da.riCe wit!1 tlzc a ~tacheri report,
The. y:.j uc..tfc 21. grc*,~j.dsy.? :<-,r CT” dir a’ I-. Cl? cili;: itt EC - ‘.EIussr;?d sic’p Ii-AV,?; !h.- 3:’ .?m c?q,loyer pr(‘~Psl.-5:4 fnz c: Rh ?‘ld’ ?lc?: c -t :l~2t’-I:f?rxxli;, :-Any ~zti3k, k%l~,~c . . ” f0: !i’ CC!‘. s:.c’n pq 3xii.t 5s 13r?:: of 0s T-IL!- a.. w..t.a:. d - ?YY.do,:x3 f:?.x?.Ot %cjc coDs3l;‘c;rt~.d mused anf.i my Fat be inc.-l\D 3fl in r:hr c~.rt;;.fice,tim of uwsed ai& PC?w.'r- v~:l3A::L will. bc rc.qul.rzrJ '31 33 7~: :Lc+: c2. n rcf5remat.
Secticc1 L37M of t:3e F:ztirerznt Law prurites tb3.t m agency al~rill ceslse to be. 8 yi:!f?t: of tl1e fu.nd3.nE; posi for lni.scc~lliinec;us wI!kers upon a!? Efml3mx-r.t to CG~.trsct 20 ~mri& a bcn%iit *;%*I+ i.9 .-._.C.. . 3.na+.~x&le to a ccmlxxcria~
EagC?1lC~ Ui,ES3- the ;Ppr.Cy d.?.Ct? tC bF. S?h-j<,Gt t.0 it. After rhe effectim d3te of r;lIC! a;wkx?n(;, the: X,D,:?n'icy YFlZ. pXZki.~acic. 00 i;r,e GaiE fiilXdXi1 baSiS cX3
W%G Ui.LllZf?d li?lGP: to t,;?E "~~0013.ll~" of ascets and liabi1iti.e~~ in 1371.
I'1~a.a~ let ijs know if yeu vish tc; ?roceld :cit!~ an xxendmnt adding tile
above cl?. -2ngu tc your c.ori';rtict c If !.'O, &A, you please. com~lets md return one i:c py 0 f ';hrt enclosed Frrr:a /?c:T-6 ,r.lt.rtin~ the C?l.qy desixed $?I -Part "Ai'
alxl &x2 mtkcipated riatt;s MI vhicil )-xmx ay;n,x.g will. t&e tk nccesszmy act3.on ia Part "P. Vher you cm~letc the ar,ticipsted sc&edule of agency actions uader Part "6" of Form ALI’-E, please allow at Le.azt two ~,re&s from
tihe dnte your Form MT-8 reaches the Ketixenent System to t!x date set for
your ~;overnin~ izgdy's first; step. tlm adoption of their ?.cs~lution of
Intention. l’hai resdutfon mst wet certain specific requirements urtder
City of Carlsbad -2- fiuguat 24, 1976
* the Fetltemnt Y,:m and mst aLso carry with it as an attachment 8 coax of
the prn?osed aamdmnt~ Thomfcwij r it is nncemary that this docment be
drmn hy thr? P~.zirernent Syscm crff”,cc, After an executed copy of the
Resol.usion of L!afention is received kcre, we will fomard the ordinance . 3 t?Tld o~ilcx Exlias. :lCi+’ ..um~KZi;Y Lc, I22 aut?catcd by your govez-niag body-.
You will.. be bil.ls.d in the ne3t future %n the simunt of $283.
Yours trcrl-j,
Thomas I?, French
Staff Services halyst
TW:Uh
encls.
IiTJBLIc! EHPLOYEES' REgxEH?
PER&ACT-l4 (X2/75) SYSTEM ACTWXLAL VALIJATIOX RF--- .P
AGENCY NAXf3: cm OF CARLmAD EMPLOYER NO. 0338
M~scel1zm-x~~'~ Members
PROPOSED FORMULA -,
A. Valuation specifications:
1.
2.
3.
4.
5.
6.
7.
. (Fxled)
Valuation "aa of" date
(Unpooled)
7-l-75
Forz&a Ditided l/50
#orma Retirement Age 60
Final Compensation (years)
1959 Survivors
Post-retirement Survivor Al.lowance
Additional.: Sick leatra NO YCS
B. Agency contri?butkon rate ?or c*tiTcrit scvf~e (an 5 of member: p;:zyroll:.
a, For retissment :ierwfii;s
b. For death ben.ef..ls
c. For unused &xl; ler.se
d. For 1959 r=mxiv0r8 a+cEIQ --
e. For SB 135 and/or SB X.13 -C mI(u
f, Total current service rate F! , Ifit$ 6.457'$
C. Agency contribution for prior service
D.
a, Contribution rate 88 $ of member
payroll. until 6-30-80 .P
Total Agency COntrikJutioni3:
/ _Presant Ra&
Divided l/50
60
Years 3
No
VQ
3 Ycmra
No
No
a. Total Agency Contribution Rate:
b. Fee
l!U$uE;t 16* 1976
Date _yI_
fnb
c! * 2m% . --I -..&. w ,- O,lM$ -II
.-m.mw __I-* .- 0,?5C$
c*230$ 0.251$
0.460$ 6.708%
$283.00
KISUK YANG CHIEF ACTUARY
Board of Administration
Pub1 ic Employees r Retirement System
Sacramento, California
The. CIT!? CT cPJ?~“5:!,ii~ hereby requests the documents necessary
(Name of Agency)
to amend its contract with the Public Employees r Retirement System as shown in “A” below.
A. Amendments des i red:
Section of Retirement Law Description of Benefit
8. An’cii-*ted schedule of ---f ao ency act i anti-
1.
2.
Adoption of Resolution of intention to amend contxc;
with the Public Employees’ Retirement System.
w!@@g$fgmm
3,
4.
5.
Fi rst reading of ordinance to adopt amendment to
PERS cant ract.
Final reading of ordinanc.e, (Must be at least 21 days
after Resolution of Intention.)
Effective date of ordinance.
6. Effective date of PER5 amendment. (Must be the fi rst
day of a payroll period subsequent to the effective
date of the ordinance.)
TITLE
Date
PERS-ACT-;? (Ordinance) (g/71)
STATE OF CALIFORNIA EDMUND G. BROWN JR., Governor
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM
1416 NINTH STREET, P.O. BOX 1953
SACRAMENTO, CALIFORNIA 95809
Telephone (9’6,/+&-65 70 Reply to Section 020
April 21, 1977
b
.
Mr. Jerome N. Pieti Personnel Director City of Carlsbad 1200 Elm Avenue Carlsbad, CA. 92008
Dear Mr. Pieti:
We are enclosing two copies of Resolution of Intention (Form 122) to amend
your agency's contract to provide Section 20862.8 (sick leave credit) for
miscellaneous members. Form ACT-12, Certification of Governing Body's Action
is also enclosed.
As soon as we receive one executed copy of the Resolution of Intention (with attached exhibits) and Certification of Governing Body's Action (Form ACT-12), we will forward additional copies of the amendment and the documents required to complete your governing body's final action. That final action will require an affirmative vote of the majority of your governing body and must be deferred for at least twenty days after adoption of the Resolution of Intention.
Effective date of the amendment cannot be earlier than the beginning of a payroll period following the effectivity of the final action of your
governing body.
Yours truly,
Thomas R. French
Staff Services Analyst
TRF:er
encls.
. -9
-9
-9
_ jOLUTION OF INTEYl'ION TO APPROL.-tiJ APIEXDPBNT TO CONTRACT EZIWEZX THE BOARD OF ADKI3lISTRATION OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL OF THE CITY OF CARLSBAD
the Public Employees t Retirement Law permits the participation of public agencies and their employees in the Public Employees' Retirement System by the execution of a contract, and sets forth the procedure by which said public agencies may elect to subject them- selves and their employees to amendments to said law; and
one of the steps in the procedure to amend this contract is the adoption by the legislative body of the public agency of a resolu- tion giving notice of its intention to approve an amendment to said contract, which resolution shall contain a summary of the change proposed in said contract; and
the following is a statement of the proposed changes:
5.d. Section 20862.8 (providing service credit at retirement for unused sick leave).
NW, THEREFORE, BE IT RESOLVED, that the governing body of the above agency gives, and it does hereby give notice of intention to approve an amendment to the contract between the said governing body and the Board of Administration of the Public Employees' Retirement System, a copy of said amendment being attached hereto, as an l%xhibitlt and by this reference made a part hereof.
CITY COUNCIL
OF THE
CITYOF CARLSBAD
(Date adopted and approved) Ret. Form I.22
BY (Name)
(Title)
L , .
- .1
Tyj+&+M. THE (
ADHINISTRATION PUBLICEMPLOYE.ES' RETIREKENT SYSTEM. :
ANDTBE
cm COUNCIL OFTHE c.ITY OF CARLSBAD
The Board of Administration, Public Employees r Retirement System, hereinafter referred to as Board and the CITY COUNCIL of the CITY OF CARLSBAD, hereinafter re- ferred to as Public Agency, having entered into a contract under date of December 23, 1955, effective January 1, 1956, as amended effective July 1, 1957, January 1, 1959, March 5, 1959, March 18, 1975, and April 1, 1975, which provide for partici- pation of Public Agency in said System, Boa&d and Public Agency hereby agree as follows:
A. The following subparagraph shall be added to Paragraph 5 of said contract:
,5. d. Section 20862.8 (providing service credit at retirement for unused- sick lea-b-e) for miscellaneous members.
B. Paragraph ~1.5 sh,ll be a&ec to said contract:
5.5 ?Ub!.iC & ?TiC: “, 3 act 3tixc.3 ~-it! Section 20740, Cove:nment Cede, sha,1 ,sez93 3 ,? 3.n .'eL ;lc ye?" :or purposes of Ch.,pt+r 4 cf the ?ubTic Em; Iq~ec: 1 :.;et %rr -,er ; Law effective as oi' tile t3f.f~xtivs date of t::is ac:rle,enr, to t& contract. Accumula';ed contribu-
tiOi;S ..il" he pui;lic Agency as of the date of such amendment shall be fix*:d ‘nd de-derxi.l.3d as provided in Section 20749, Government Co&~, and such xcc:Amulated contributions--and contributions here- after made shaK b .: ?3 ld by the Board as provided in Section 20759, Cover:;me it 'Yod.3. - . ..I
c. Paragraph 6 (a) &a,1 'x %rlcken from said contract and the following 6 (a) shall 3e substituted therefor:
6. Public Agency shall contribute to said Retiremint System as follows:
a. With respect to miscellaneous members, the public agency shall contribute the folio-fin: percentages of monthly salaries earned as&ziscel'Lancous members of said System:
(1) 0.278 percent until June 30, 2000 on account of the liability for prior service benefits. .
(2) 8.103 percen+ cI on account of the liability for current service benefits.
Ret. Form 702-l
- :- .
. I -. ni -
D. This amendment shall be attached to said contract and shall become effec- tive on the day of .
Witness our hands this
*
day of , / .
BOARD OF AD!4lXISY.'RATIOTJ CITY cour?cIL
PUBUC EXPLOYEES' RETIEGENT SYSTEX OF THE CITY OF CmBAD
By Carl J. Blechinger, Executive Officer
Approved as to form:
Legal Office, ,?X.ES
BY Presiding Officer
Attest:
._
Clerk
.* --
Bet. Porn 702-2
-
.
CERTIFICATION OF GOVERNING BODY’S ACTION
I hereby certify that the foregoing is a true and correct copy
of a Resolution adopted by the
(Governing Body)
,
of the
(Name of Public Agency)
,
on
(Date)
t appearing at Page ,
Vo 1 ume of the (Minutes) (Official Records) of the
(Governing Body)
.
CITY CLERK or
Secretary of the Board
PERS-ACT-12 (1 l/71)
AMX- TO CONTRACT BEXWEZQI THE ; BOARD OF ADMINISTRATION PUBLICEXF'LO-YEXS' RETJREMENT SYSTEX4 ; ANDTIE
cm couNcIL OFTHE c.ITY OF CARLSBAD
The Board of Administration, Public Employees f Retirement System, hereinafter
referred to as Board and the CITY COUNCIL of the CITY OF CARLSDAD, hereinafter re- ferred to as Public Agency, having entered into a contract under date of December 23, 1955, effective January 1, 1956, as amended effective July 1, 1957, January 1, 1959, March 5, 1959, March 18, 1975, and April 1, 1975, which provide for partici- pation of Public Agency in said System, Board and Public Agency hereby agree as follows:
A. The following subparagraph shall be added to Paragraph 5 of said contract:
5. d. Section 20862.8 (providing service credit at retirement for unused sick leave) for miscellaneous members.
-.
A 1. Paragt.+aph-5.5 shall be added to said contract:
c '- /. P.lbI. -.c igency, in accordance with Section 2071-0, Goxrer?ment Co&,- c'-.al- _ cease to ?.a 8.2 If YF;blic Zmployees f:emylo:,-~r for purposes of Chqter 6 of thz r Retirement Law effective as of the effective date of this amendment to this contract. Accumulated con.tribu- tions of the Public Agency as of the date of such amendment shall be ftied and determined as provided In Section 20759, Government Code, and such accumulated contributions and contributions here- after made shall be held by the Board as provided in Section 20759, Government Code.
C. Paragraph 6 (a) shall be stricken from said contract and the following 6 (a) shall be substituted therefor:
6. Public Agency shall contribute to said Retiremint System as follows:
a. With respect to miscellaneous members, the p~~blic agency shall contribute the following percentages of monthly sal;aries earned astiscellaneous members of said System:
(1) 0.278 percent until June 30, 2000 on account of the liability for prior service benefits. s
(2) 8,103 percent on account of the liability for current service benefits.
Ret. Form 702-l
‘I ’ .’
c ,
“, -
.
I
D. This amendment shall be attached to said contract and shall become effec- tive on the day of .
i
Witness our hands this dayof I
, .
BOARD OF ADKtNISTRATION CITY COUNCIL PUBLIC EMPLOYEJZS R.EmREzm sYsm1 OF THE CITYOFCARISBAD
BY Carl J. Blechinger, Executive Officer
Approved as to form:
Legal Office, P3.S Clerk
By hesiding Officer
At test :
. .
. t I-)
4 .
Ret. Form 702-2
CERTIFICATION OF GOVERNING BODY’S ACTION
I hereby certify that the foregoing is a true and correct copy
of a Resolution adopted by the
(Governing Body)
,
of the
(Name of Public Agency)
on
(Date) , appearing at Page ,
Vo 1 ume of the (Minutes) (Official Records) of the
.
(Gove rn i ng Body)
CITY CLERK or
Secretary of the Board
PERS-ACT-12 (1 l/71)
June 2, 1977
PUbli6 Employee's Retfrement System P. 0. Rax l"153
Sacramento, Californfa 95809
Attention: Kfsuk Yang
Enclosed glrrlee find the originat Amendment to Contract between the Cttv of Carlsbad and the Board of Admfnistra- ttan, Publilc Errrployee's Retirement System, which was authar- tzed by Cfty of Cartshad Resolution NQ. b;QflrJ and whfch has been signed by the! :*3 rsr and Cfty Clerk nf the Cfty of Carlsbad. Also enclosed is a ccrtifl"e4 copy of Resolution No. 5094.
FoItnwtn9 the excc:;tfon of thfs document by Mr. Blechinger, please forward an executed copy of the Agreement to the City Clerk's Offfce for our ffles.
thank you very much for your coaw?ratfon.
NORA K. GARDINER Deputy City Clerk
Enclosures (2)
1200 ELM AVENUE :
GAHLSEIAD, CALIFORNIA 92009 v
TELEPHONE:
‘Citp of QLar~~bal3
March 17, 1978
Mr. THOMAS FRENCH Contract Division Public Employees * Retirement System P. 0. Box 1953 Sacramento, CA 95809‘
.
Dear Mr. FRENCH: _
. In accordance with the provisions of the California Government Code, Section 7507, an actuanial evaluation for Local Safety, police employees of the City of Carlsbad is requested for the following possible optional amendment to the present contra.&.
1. Adoption of the 2% at age 50 formula for computing pensc2on benefits for sworn personnel, in accordance with,.. the provisions of Section 21252.01 of the- California z Government Code.
2. The pension benefits available to surviving spouts of retired personnel, commonly known as the "widow's one-half continuance," as currently set forth in Sections 21263 and 21263.1 of the California Government Code (assum- ing> of course, that such benefits are not already provided . to employees represented by the Association). '.
3. Provision of the 1959 survivor's benefits,
4. Alteration of the manner in which benefits for retired employees can be adjusted in accordance with the cost of living, as provided by Section 21230 of the CaXfornia Government Code.
5. Substitution of a one-year period instead of a three consecutive year period for computing "final compen-
sat icn ” as provided by Section 20024.2 of the California c,zverntnent Code.
6. Provision of the military buy back benefits set forth in Section 20930.3 of the California Government Code,
4
I, _ I , _- .
. i
l March 17, 1970 - Page 2 JEROME N. PIETI
to in
7. Provision for unused and uncompensated sick leave be applied as a service credit upon retirement as set forth Section 20862.8 of the California Government Code.
The City of Carlsbad understands there is a cost for actuanial evaluations and requests that the City be billed for this service.
JNP/jm
3
.
:. i -‘.. ..;
Sincerely,
JEROME N. PIETI Personnel Director
-..... ------ ----- -.--- ~~-
.- --y -
t-
:,lAll OF tAlltORNlA - - -- .- ----- ,, _. ___ - _..__.____ - --.-- ----. .- _. --;-__. L __
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM
1416 NtNlbi SlRCEl. P.O. BOX 1953
!,ACRAMENlO, CAlllORNlA 95809
rr~v~,~ronc (916) ~$?2-&%9
March 23, 1978
i
Mr, Jerome N. Pieti Personnel Director City of Carl&ad 1200 Elm Avenue : Car&bad CA 92008 -.
.v!&losed are three copies of a Contract for the actuarial valuation(s) requested by your agency. This Contract authorizes the System to deirelop the actuarial valua- tion report(s) as we interpret your recent request, and to bill your agency the ' total fee shown in paragraph B of the Contract. The vertical columns of Exhibit: A list the optional benefit(s) included in each valuation requested, and below each column is shown the fee for developing new rates for that combination of pro- spective additional benefits.
If your agency agrees that it wishes the actuarial. valuation report(s) listed vertically on Exhibit A and agrees to pay the total valuation fee when billed after receipt of the study, please have an authorised individual sign the Contracts and return two signed copies to this office. We will then begin the study, and for most ag=y valuations you should expect four to six weeks until receiving the completed actuarial study. Please note that the pro~~~t;o -amend your agency's PERS contract to add any of the optional benefits is an additional two to-three months.
Please direct questions relating to your agency's proposed actuarial valuation(s) to Ms. Aleta Files of our staff at (916) 322-6689,
Yours truly,
ILNYFORTfi~: Due to the System's preparation of updated employee data (as of 6-30-771, we will n&t be able to complete any actuarial amendment valuations prior to April 1, 1418. The schedule of work on valuation requests will be based on
Thomas R. French Contracts Division
TRF/aef
.y/ date of receipt of the executed Contracts for Valuations.
Enclosures
.
S,...^ #.A.. -. ,. . I,..- \
IA+16 Ninth Street, PO Box l%, *Sacramento CA 95809 PERS-ACT-6 (Revised 7-77)
WIJ'HTHE FORMKING
CONTRACT OF
ClTYOF CARLSBAD m-
PUBLIC EXPLOYEES' REM?EI~ SYSTEX AN ACTUARIAL VALUATION AS STATED HEEEXN
By this AGREEMEXC made this day of ,19-,in accordance with and subject to the provisions of the Public Employees' Retirement Law by and between the Governing Body of the above Public Agency, hereinafter referred to as Agency, and the Public Employees I Retirement System, hereinafter referred to as System, Agency and System agree as follows:
A.
,,...b> . .-
FL
c.
Agency herewith retains the services of System to perform-the valuation(s) required by Section 20461.1 of the Public Employees ) Retirement Law for the purpose of deter- mination by the Board of Administration of the Public Employees' Retirement System of the contributions to be made by Agency under Agencyls contract with said Doard if the benefits under said contract are supplemented by a combination of benefits shown as one of the vertical columns on attached "E&&bit A. The fee for each combination of new benefits is shown atthe bottom of the respective column.
Agency will pay $676.00 to System upon completion of the actuarial valuation, such fee being based on the number of employees (both active and those leaving contributions on deposit) included in the valuation and the membership categories and.different combinations of new benefits involved.
Any and all data and information requested by System from Agency for use in compi- lation of this valuation shall be furnished to System by Agency upon request by System. The actuarial tables and procedures to be used in the valuation shall be in accordance with the tables approved by said Board of Administration. System shall have sole control of the valuation and its judgment in the determination thereof shall be final and conclusive. All work sheets and final results and reports, the product of the valuation, shall be and remain the property of the System. .
Qitness our hands the day and year first above written.
.PUBLIC 33P~YEW FEI'IREXEXI' SYSTEM CITYOF CARLSBAD
BY ..-- ,.... By Carl J. Blechinger, Fxecutive Officer
TITLE .
d~snAman+ llnl *ta+ 4 Am
,- mRS-&f-25 (7-77) Agency:- -, Citv of Carl&bad
Date: March23.198 ExHTBrr A Police Safety Member&*
PROFOSEIl OFTIONAL BENEFIT(S)
1. One year final. corn ensation (Section 20024.2 P
- 2: 'Unused sick'leave credit (0.250% increase .in miscellaneous and/or safety rate) (Section 20862.8)
3. Military service credit (l.OOO$ increase in miscellaneous rate and 2.000% increase in safety rate) (Section 20930.3).
4. Industrial disability retirement for miscel- laneous (1,03C$~ increase in misc. rate) (Section 2lO22.1)
5. Post-retirement survivor benefit (Sections 21263 & 21263.1)
6. Non-industrial disability retirement allow- antes, up to 505 of final compensation (Section 2l298)
7. 1959 Survivor benefit (l,OOO?% increase in miscellaneous rate and 0.500% increase in safety rate) '(Sections 21380 through 21388)‘
8. 25% increase in 1959 Survivor benefit (Section 2l32.2 pursuant to 21390)
PROPOSED E!EXEFIT FORHULA
1. 2%@55 Owl) (Section 21252.6)
2. 2% Q 55 (Modified) (Section 21252.6)
3. 2%@5O(Full) x ,(Section 2X52.01)
4. 2% @I 50 (Modified) (Sections 21252.01 8c 21252.45 >
5. Moiscellaneous: 2% 62 60 (Section 2X$L.?:?j
9.. Other(s)‘:
*Please note that the total rate developed will apply to the entire safety payroll.
FEE (per column) . e-d ^A
X
X
X
$ 176
-+-
X
X I X.
-4-L
I ’ X
I
-L-L-
"‘PERS-iCT-25 (7-77) Agency:,- City of Carlsbad
Date: March 23, 1978 ExHrE?IT A Police Safety Members+
1.
2.
3.
4.
5.
1,
. 2.
3.
4.
5.
6.
7.
8,
9.
PROFOSTCD l3ENEFTp FORi'iWLA .
2%@55(Full) (Section 21252.6)
z-q@ 55 (Modified) (Section 21252.6)
2%@5O(Nl) (Section 2l252.01)
2% 8 50 (Modified) (Sections 21252.01 & 21252.45)
Miscellaneous: 2% Q 60 (Section 2l25L3.?)
PROPOSED OPi'IONAL DENEFIT(S)
One year final corn ensation (Section 2C024.2 P
Unused sick-leave credit (0.250% increase in miscellaneous and/or safety rate) (Section 20862.8)
Military service credit (l.ooO% increase in miscellaneous rate and 2.OOC% increase in safety rate)
(Section 20930.3) .
Industrial disability retirement for miscel- laneous (l,COC% increase in misc. rate) (Section 2lO22.1)
Post-retirement surtivor benefit (Sections 21263 & 21263.1)
Non-industrial disability retirement allow- ances. up to 50% of final compensation (Section 21298)
1959 Survivor benefit (1.000% increase in miscellaneous rate and 0.500% increase in safety rate) '(Sections 21380 through 21388j.'
25% increase in 1959 Survivor benefit (Section 21382.2 pursuant to 21390)
Other(s): Section 21230 - Annual 5% automatic cost-of-living increase in X retirement allowances Wlease note that the total rate developed will apply to the entire safety payroll.
tner column) * loo I !blOO
j&Lb Ninth Street, PO IJox -53
Sacramento CA 95009 PEE-ACT-6 (Rsvised 7-77)
CONTRACT OF
CITY OF CAXSRAD --
WITH THE PUBLIC EH%0YgES' REXREXENT SYSTEM FOR NAKING AN ACTUARIAL VALUATION AS STATED HZXXIN
By this AGREXENT made this day of ?19-,in accordance with and subject to the provisions of the Public Employees' ibtirement Law by and between the Governing nody of the above Public Agency, hereinafter referred to as Agency, and the Public Employees 1 Retirement System, hereinafter referred to as System, Agency and System agree as follows:
A.
EL
c.
Agency herewith retains the services of System to perform the valuation(s) required by Section 2O46l.l of the Public Employees ' Retirement Law for the purpose of deter- mination by the Board of Administration of the Public Employees1 Retirement System of the contributions to be made by Agency under Agency's contract with said 3oard if the benefits under said contract are supplemented by a combination of benefits shown as one of the vertical columns on attached Fxhibit A. The fee for each combination of new benefits is shown at the bottom of the respective colt.
Agency will pay $676.00 to System upon completion of the actuarial valuation, such fee being based on the number of employees (both active and those leaving contributions on deposit) included in the valuation and the membership categories and different combinations of new benefits involved.
Any and all data and information requested by System from Agenc:r for use in compi- lation of this valuation shall be furnished to System by Agency upon request b;r System. The actuarial tables and procedures to be used in the valuation shall be in accordance with the tables approved by said Board of Administration. System shall have sole control of the valuation and its judgment in the determination thereof shall be final and conclusive. All work sheets and final results and reports, the product, of the valuation, shall be and remain the property of the System.
Witness our hands the day and year first above written.
PURLIC F%PIX)YE!ZS' FETIRE3!EZIT SYSTI'M - CITY OF CARUn.rin
BY Carl J. Blechinger, Fxecutive Officer l3Y
TITLE
Amendment Valuation
; PErts-AcT-25 (7-77)
Date: March 23, 1978
AgencyA CI.tv of Carlsbad
mIDIT 9 Police Safety Mernbers~t
1.
2.
3.
5.
1.
2.
3.
d.
5.
6.
7.
8,
9.
PROFOSED OFTIOEJAL F3ENlFIT(S~
One year final corn ensation (SectLon 20024.2 P
IJnused sick-leave credit (0.250% increase in misceUaneous and/or safety rate) (Section 20862.8)
Military service credit (1.000~ increase in miscellaneous rate and 2.000$ increase in safety rate) (Section 20930.3)
Industrial disability retirement for miscel- laneous (1.000~ increase in misc. rate) (Section 2J.022.1)
Post-retirement survivor benefit (Sections 21263 & 21263.1)
Non-industrial disability retirewnt how- ances up to 50% of final compensation (Section 21298)
1959 Survivor benefit (1,000~ increase W miscellaneous rate and 0.500% increase in safety rate) (Sections 21380 through 2l388)
25% increase in 1959 Survivor benefit (Section 21382.2 pursuant to 21390)
Other(s):
t:Please note that the total rate developed will apply to the entire safety payroll.
*PRoPosm EENEFIT Fol?NuIA
z-55 mu (Section 21252.6)
2$@ 55 (Nxiified) (Section 21252.6)
2%@5ro(ha X (Section 21252.01)
25 Q 50 (Pfoci5fied) (Sections 21252.01 Rc 21252.45)
Miscellaneous: 2% Q 60 (Section 212!;L.:!.?j
X
X
FEE (per column)
X
I
X
I
x
X X
X
i
. JE~ACT-25 (7-77) -
Date: March 23, 19'78
PRoPoSrn EIlmTIT FoFLl4JIA
1.
2.
3.
4.
5.
1.
2.
3.
4.
5.
6.
7.
8.
9.
2%055(=) (section 21252.6)
Aeencsc City of Carlsbad _
ExHIBrr h . Police Safety Members-
SO55 (Hodified) '(Section 21252.6)
2% Q 50 (=I (Section 21252.01)
2% 0 50 (Modified) (Sections 2X52.01 G 2l252,45)
Miscellan8ous: 2% Q 60 (Section ~XL~:-.?.~? 'd
PROPOSED OPTIO1!AL BENEFTT(S~
One year final corn ensation (Section 20024.2 P
Unused sick'leave credit (0.250% increase in miscellaneous and/or safety rate) (Section 20862.8)
Military service credit (1.000~ increase in miscellaneous rate and 2.m increase in safety rate) (Section 20930.3)
Industrial disability retirement for miscel- laneous (1,000~ increase in misc. rate) (Section 21022.1)
Post-retirement survivor benefit (Sections 21263 84 21263.1)
Non-industrial disability retirement &ow- antes up to 50% of final compensation (Section 21298)
1959 Survivor benefit (LOOO$ increase i.rI miscellaneous rate and 0.500% Increase in' safety rate) (Sections 21380 through 21388)
. 1 I
X 1
I I
I*.-- -
X
I
X
I I
X X
25% increase in 1959 Survivor benefit (Section 21382.2 pursuant to 21390)
Other(s): Section 21230 - Annual 5;: automatic cost-of-living, increase in retirement allowances I:Please note that the total rate developed will apgily to.the entire safety payroll. I .
FEE (per collw-)-_ $2EL I $ loo I $ xx
rt tpiJJ$,‘zIr, r’3:I’JJ)f7;;&‘; ,;li3’I.r!:Z~~:~ !;Y:;T.F:JS
l&l6 Ninth :&rest, i'0 ilox 53
Sacramento CA 95009 PERS-ACT-6 (Revised 7-77)
CITY OF CARLsRrn --
WITH THE PUBLIC EXBLOYEES' RETIREMENT SYSTEM FORZ4AKING ANACTUARIALVALUATIONAS STATED HEREIN
l$y this AGREEMENT made this day of ,19-,b accordance with and subject to the provisions of the Public Employees' Retirement &w by and between the Governing B&jr of the above Public Agency, hereinafter referred to as Agency, and the Public Employees' Retirement System, hereinafter referred to as System, Agency and System agree as follows:
A.
R.
c.
Agency herewith retains the services of System to perform the valuation(s) required by Section 20461.1 of the Public Employees 1 Retirement Law for the purpose of deter- mination by the Board of Administration of the Public Employees' Retirement System of the contributions to be made by Agency under Agent,, 7'1s contract with said Board if the benefits under said contract are supplemented by a combination of benefits shown as one of the vertical columns on attached Exhibit A. The fee for each combination of new benefits is shown at the bottom of the respective column.
Agency will pay $676.00 to System upon completion of the actuarial valuation, such fee being based on the number of employees (both active and those leaving contributions on deposit) included in the valuation and the membership categories and different combinations of new henefits involved.
Any and all data and information requested by System from Agency: for use in compi- lation of this valuation shall be furnished to System by Agency upn request b:l System. The actuarial tables and procedures to be used in the valuation shall be in accordance with the tables approved by said Board of Administration. System shall have sole control of the valuation and its judgment in the determination thereof’ shall be final and conclusive. All work sheets and final results and reports, the product of the valuation, shall be and remain the property of the System.
. Witness our hands the day and year first above written.
PUBLIC ~lI'I.PYlZ!? FEI’IR?C?EXT SYSTEM - CITY OF cNLm7n
BY Y-T.- RY Carl J. Blechinger, Fxecutive Officer
TITLE
Amendment Valuation
PERS-ACT-25 (7-77) * . ” I -
Date: Narch 23, 1978 FXHTBITA
Agency: Cftv of Carlsbad
Police Safety ITembers::
1.
2.
3.
5.
1,
2.
3.
5.
6.
7.
8.
9.
, PRoKxxDExI?EFITFoJIII
2!%@55(Nl) (Section 21252.6)
2$ 0 55 (Modified)
(Section U252.6)
2055ob33) X (Section 21252.01)
2s 8 50 (Modified) (Sections 2X252.01 & 21252.45)
Mi.aceUaneous: 2% 8 60 (Section 2125 T.. 3.?)
?ROFWSlTtl 0FiTOP:AL Rl?IRFlT(S)~
One year final con ensation
(Section 20021,. 2 P
IJnused aick'leave credit (0.250% increase in miscellaneous and/or safety rate) (Section 20862.8)
Military service credit (l.OOO$ increase
in mi3callaneous rate and 2.000% increase
in safety rate) (Section 20930.3)
Industrial disability retirement for miscel- laneous (l.OGO$ increase in misc, rate) (Section 21022.1)
Po3t-retirement survivor benefit (Sections 22.263 & 21263.1)
Non-industrial disability retirement allow- ancea up to 50% of final compensation (Section 21298)
1959 Survf.vor benefit (1.000% increase in niscel.&neoxs rate and 0.500$ increase in . safety rate) (Sections 21380 through 2l3E8)
25% increase in 1959 Survivor benefit (Section 21382.2 pursuant to 2l390)
Other(s):
-please note that the total rate developed will apply to the entire safety payro~.
FE?3 (per column) Cl-.7 FrtTv7 fh 9n/. ICI
X
X
x
J-
I--
l I-
x
X
$,a $ 100
X
X
if', 100
- 1
; +TX.~.ACT-25 (7-77)
Date: March 23, 19%
1.
2.
3.
a.
5.
6.
7.
8.
9.
.
-
2055ma (Section 21252.6)
ti.0 55 wdified) (Section -52.6)
Agency< Cit,of Carlsbad
. Police Safety I'lembers::.
205omu (Section 2l252.01)
2% @ 50 (h'sdified) (Sections 21252.01 &Z 21252.45)
Mi3cell3neous: 2% @ 60 (Sect ion 2125 t, ?.?i
PROPOSED OTTIOMAL RFXIFIT(S)
One year final con ensation (Section 2OOa.2 P
Unused sick'leave credit (0.250% increase in miscellaneous and/or safety rate) (Section 20862.8)
Military service credit (l.OOO$ increase in miscellaneous rate and 2.000$ increase
in safety rate) (Section 20930.3)
Industrial disability retirement for miscel-
laneous (1.000% increase in misc. rate) (Section 21022,l)
Post-retirement survivor benefit (Sections 21263 & ~l.263.1)
Non-industrial disability retirement allow- ances up to 50% of final compensation (Section V298)
1959 Surviwr benefit (l.OOC$ increase in miscellaneous rate and 0.500% increase in
safety rate) (Sections 21380 through 21388)
25% increase in 1959 Survivor benefit (Section 21382.2 pursuant to 2l390)
Other(s): Section 21230 - AI-uwJ. 5S automatic cost-of-litin,? increase in retirencnt allowances ::Please note that the total rate developed will am7 to the entire safety payroll..
X
X
FEJ3 (wr coll=d _ _ $ loo.
X
X
X
-
I?; 100
i
I -f I t 1
I I L -f-
i I I ,
I-
X
X
$ 100
t * .
.liintM rclonne nunbor Q-35 Ammdad: - 7-l-57 1-1-;gn- 3w~Jg,3-&i
f-?l t+m,-75;Q ~- [ -;
1.0 Govern=:
1.01 PUS since. . . . . . . . . . i
1.02 OASDI since (IMkiv., A4l.l) . . 1.03 rctro to. . . . . . . . . . 1.04 Forner Group A re-employ a~ . .
1.05 Refund retro OASDI sdj. contr .
2*0*Locnl Systcn. . . l . .-. . . . * 2.01 Use age for conk. rates. . . .
2.02 Enployce contr. transferred . . 2.03 Retired lives transferred . . . 3.0 Retirenent FomLa:
3.01 3hsic Fomula . . . . . . . . .
3.02 Percent for P/S . . . . . . 1 .
3.03 Benefit riqr=oved to . . . . . .
3.04 Minimum Retirement Ago. . . . . . . . -
3.06 Mod 1st 8400 for OPSDI from .
.‘. .
‘. -
3.10 Ordinary disability formula . . .
Cl1 Disability limit (acction), . . -3 *ensntion AveraRe:
4.01 For P/S Bonefits, . . . . . . . . 4.02 For‘@ Benefits. .......
_. -4.03 Gr. Sinco.(date). ...... 4.04 Include overtime. ......
3.0 Post-retirencnt Death Benefito:
5.01 t=TP su-a. . . . . . . l . . . . 5.02 I./Z-continuance (21~63) . . . .
6.0 Pre-retirenent Death Benefits:
6.01 Local System Contr, credi.t. . . 6.02 Local System serv. credit . . . 6.03 ‘57 Survivor (2136fi.s) since. . 6.04 '59 Survivor (21380-U) since. .
i
i’/‘p ; 7 ,‘L i_-‘ Alpha 0510 UNPOOLED -4
If
IO ?b)
l%xxtllazlcrouc~
(c) (d) (0)
Local Ssfcty
*It’*
--- -I- --- I
--c --- m-e
/h?odificd I I I
v50 [l/50 l/2.6 55 11/2 @ 55 I
LO@ lOO$ iOC$ lOo$ I
2,ye 63 .Qe 63 xxxx XXXX
20 50 I.50 disc. ,'50 disc. 1
I 1. .-
1 l-l-59 No ~rcl
! I
8500 5500 $500
!lO No ,4-l-75
I m-v B-w M-B -- I -
NO J rro No {No '1
Yes 1 Yes 1 Yes (Yes . 1 -
HO 1 xxxx iN0 INo. -i L I. ! 1 cci below ng-$Ly to nil ~reups
7.0 Special Service: 14&c. members: t for unused sick leave(ZO862.8)
Exclusions & Remarks:
*Fed Iera Approval date 71-30-58.
I I
**Exclusion of miscellaneous employees removed 7-l-57= '
***Eff&tive 3-18-79 local policemen shall include persons assigned to identification
and communicat$on duties in accordance with AB 3093,.Ch. 470, Statutes of 1974.
. .
/- :
PERS-ACT-556 (2/72) ,. 1 I - ---- --. _i -_-. --... r ---. '----ST .-.-.------;_---' :
- Robert F. Carleoo, President
Roy M. Bell
Bill D. Ellis
Bartlett T. Grimes
J. K. “Ken” MacDonald
MAILING ADDRESS:
P.O. Box 1953
Sacramanto, California 95609
_ .
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES’
Malvern W. Aust, Vice President
Prescott R. Reed
Karl E. Verhoye
RETIREMENT SYSTEM Arthur J. Wiedel
Frank M. Woods
Lieda Tsao Yang
(9161 445-6601
OFFICE ADDRESS:
1416 Ninth Street
Sacramento, California 95614
May 15, 1978
NOTICE OF ELECTION
All active public agency members of the Public Employees’ Retirement System will have the opportunity this year
to elect a representative on the System’s Board of Administration. The term of the incumbent, Malvern W. Aust,
expires on January15, 1979. The new term of office will begin January 16, 1979 and run through January 15,1983.
Because Malvern W, Aust is retired, he is not a candidate for reelection to the position of active public agency
member on the PERS Board of Administration.
ANY ACTIVE PUBLIC AGENCY MEMBER MAY BE NOMINATED
Nomination petitions may be by informal letter, but MUST include:
1. Information about the candidate including:
a. First name, middle initial, last name of the nominee;
b. Social Security number (to verify PERS membership] ;
c. Agency where employed:
d. Telephone number where he/she can be reached.
2. Endorsements by at least one hundred (100) public agency members of PERS including:
a. The signature of each member endorsing the petition:
b. The printed or typewritten name beneath each signature;
c. The Social Security number of each member (to verify PERS membership).
ALL NOMINATION PETITIONS MUST BE RECEIVED IN THE SACRAMENTO OFFICE OF THE BOARD NOT
LATER THAN JUNE 30,1978.
Each nominee will be asked to certify on a form supplied by the Retirement System that he,/she accepts the
nomination, consents to serve if elected and agrees to abide by a drawing of lots by the Secretary of State in
case of a tied vote. Nominees must return this form by July 14, 1978 in order to have their name placed on the
ballot.
ALL ACTIVE PUBLIC AGENCY MEMBERS MAY VOTE
The timetable for the election is as follows:
DEADLINE
June 15, 1978
June 30,1978
October 2, 1978
October 31, 1978
November 6,1978
November lo,1978
NOVEMBER 30, 1978
December 4.1978
ACTION
Each agency shall appoint an Election Officer to aid in the distribution of ballots.
Deadline for receipt of nomination petitions.
PERS will begin mailing ballots and postpaid return envelopes to agency Election
Officers.
Election Officers must distribute all ballots and return envelopes to voters by this date,
Election Officers are to certify to the delivery of ballots on a form to be provided by
the System,
Any member not receiving a ballot should contact PERSin writing at the above address
by this date.
Marked ballots must be received by the Secretary of State in the postpaid envelope on or
before this date to be counted. The reverse side of the envelope MUST BE SIGNED
by the voter: otherwise the ballot will not be counted.
Beginning at 8:30 a.m., in the Sacramento Office of PERS, the sealed envelopes
containing the ballots will be opened and canvassed publicly by the Secretary of State.
The candidate having the highest number of votes, or the winning lot as drawn by the
Secretary of State in case of a tied vote, will be certified by the Secretary of State to
the Governor and the Board of Administration as having been elected.
Anyone having questions concerning this election may contact the PERS Election Coordinator at the above
address or telephone number.
PEWS-ADM-DO-294 (3/78)
1200 ELM AVENUE
CAWLSBAD, CAL!FOHNIA 02008
i
,/>‘-) -
g-2,/’
..>
TELEPHONE:
(714) 438-5581
PERSONNEL DEPARTMENT
December 2, 1980
PUBLIC EMPLOYEES' RETIREEiENT SYSTEM P. 0. Box 1953 Sacramento, CA 95809
Attention ELLEN H. BALTEZORE, Chief, Contracts Division
Continuing in compliance to execute an amendment to the city's P.E.R.S. contract we are enclosing:
1. Certification of Employee Election (Form CON-18). 2. 1959 Survivor Benefit ballot (Form CON-24). 6. Summary Listing of Employees voting affirmative and/or negative to participate in the 1959 Survivors Program.
c-l
#g$yfJ ,,&I h!Lk A . ersonnel Director
JNP/vs
1959 suRvTvoRs ?i?czG%!M
-&!iVIFICATION OF EX'LOYEE: ELW!?I@N .
PERS-CON-~~ (Rev. 3/7hj t
f December 2, 1980 .Y , . Date
EQ4RD OF AD?lI:$-iSTRATION PUBLIC I!x%xEB' RzrIR!xExT SYSTEM
P. 0. BOX 1953 SACRAl~E:l~TO, CAJ,Ir"SP,NU 95304' 5
I hereby certify:
1.
2.
4.
i
2
That all employees in the employ of the CITY OF CARLSBAD -- as of December 1, 1980 w--w who, as of that date, ;;ere members of t'r:e Public Eqicyees' E;,etiremer:G System, ‘r,aTre bee& given the 0p;ortunity of
electing to be cover& srnder Sec'iions 21380-8 of the Goverrxzent Code (1959 snxvivors I??o,gram) ) in accordance with the per?dirq contractual aqeement
providitq this right of election to said employees.
Thak there were 179 -a.tployees eligible to make such electicn ar.d that of.these, 99 elected to be covered under Sections 2l36O-6,
and 80 elzed not to be @o covered. -en---
That the rimes of those employees electing to be ccvered and the cmes of
those empplcyces electir;g 1~07, to be covered erc set forth sepezately in a list. prepe~ed by this age=, attached hereto and includir,q al.1 employees eligible as System members to elect coverqe.
That any ezpfoyee hired prior to the date-that S&ions 2l38O-5 becoxc
effective in the agency's contract k-ill be given a bailot to elect coverage, if the employee is el1gibl.e to be 3 me$oer of this System. Any such tzallots will also be forwarded to this office immediately in order to establish 1')$9 Survivor coverage for said enployees as of the same effective date as those
employees ii,cltidcd in original eicction.
. City of Carlsbad
A total of 97 local safety members of the City of Carlsbad
participated in an election to determine the approval or
disapproval of amending the contract with the Board of
Administration of the Public Employee's Retirement System
to provide 2% at 50 benefits for all local safety members
of the City of Carlsbad.
The City Clerk of the City of Carlsbad, on March 18, 1982,
tabulated those 97 votes cast and does hereby certify the
results as follows:
YES - 96
NO - 1
Therefore, the majority of the votes cast approved the
amendment to the contract as stated above.
TELEPHONE:
QCitp of Garls’bab
December 23, 1982
.
Public Employees Retirement System Post Office Box 1953 Sacramento, CA 95809
Attention: Administrative Division
. The Carlsbad City Council, at its meeting of December 21, 1982, adopted Resolution No. 7102, delegating to the Office of the City Manager the authority on behalf of the City of Carlsbad. to determine the nature of disabilities and to certify such disabilities to the Public Employees Retirement System (Section 21025, Government Code).
(714) 438-5535
The resolution supersedes Resolution No. 3402 of the Carlsbad City Council.
For your records and information, enclosed is a certified copy of Resolution No. 7120.
If you have any questions; please do not hesitate to contact this office.
Enc.
.