2000 - CalPers - Public Employee Retirement SystemQi
Resolution No. 2011 -57
RESOLUTION OF INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
CITY OF ROSEMEAD
WHEREAS, the Public Employees' Retirement Law permits the participation of public
agencies and their employees in the Public Employees' Retirement System
by the execution of a contract, and sets forth the procedure by which said
public agencies may elect to subject themselves and their employees to
amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption
by the governing body of the public agency of a resolution giving notice of
its intention to approve an amendment to said contract, which resolution
shall contain a summary of the change proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide for the exclusions of Lifeguard -Swim Instructor,
Lifeguard and Recreation Leader hired on or after the
effective date of this amendment to contract.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the above agency
does hereby give notice of intention to approve an amendment to the
contract between said public agency and the Board of Administration of the
Public Employees' Retirement System, a copy of said amendment being
attached hereto, as an "Exhibit" and by this reference made a part hereof.
nom- er- ZS 2611
Date adopted and approved
(Amendment)
CON -302 (Rev. 4/96)
By:
PresidKg Officer
N alor
Title
Ca1PERS
California
Public Employees' Retirement System
EXHIBIT
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8, 1992, and as amended effective April 9,
1993, July 27, 1998, November 5, 2007, April 24, 2009 and December 13, 2010 which
provides for participation of Public Agency in said System, Board and Public Agency
hereby agree as follows:
A. Paragraphs 1 through 14 are hereby stricken from said contract as executed
effective December 13, 2010, and hereby replaced by the following paragraphs
numbered 1 through 14 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age" shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
PLEAUE CO NOT `N
3. Public Agency agrees to indemnify, defend and hold harmless the
California Public Employees' Retirement System (CaIPERS) and its
trustees, agents and employees, the CaIPERS Board of Administration,
and the California Public Employees' Retirement Fund from any claims,
demands, actions, losses, liabilities, damages, judgments, expenses and
costs, including but not limited to interest, penalties and attorneys fees
that may arise as a result of any of the following:
(a) Public Agency's election to provide retirement benefits,
provisions or formulas under this Contract that are different than
the retirement benefits, provisions or formulas provided under
the Public Agency's prior non - CaIPERS retirement program.
(b) Public Agency's election to amend this Contract to provide
retirement benefits, provisions or formulas that are different than
existing retirement benefits, provisions or formulas.
(c) Public Agency's agreement with a third parry other than
CaIPERS to provide retirement benefits, provisions, or formulas
that are different than the retirement benefits, provisions or
formulas provided under this Contract and provided for under
the California Public Employees' Retirement Law.
(d) Public Agency's election to file for bankruptcy under Chapter 9
(commencing with section 901) of Title 11 of the United States
Bankruptcy Code and /or Public Agency's election to reject this
Contract with the CaIPERS Board of Administration pursuant to
section 365, of Title 11, of the United States Bankruptcy Code
or any similar provision of law.
(e) Public Agency's election to assign this Contract without the prior
written consent of the CaIPERS' Board of Administration.
(f) The termination of this Contract either voluntarily by request of
Public Agency or involuntarily pursuant to the Public Employees'
Retirement Law.
(g) Changes sponsored by Public Agency in existing retirement
benefits, provisions or formulas made as a result of
amendments, additions or deletions to California statute or to
the California Constitution.
4. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
5. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES;
b. "PLANNING AND TRAFFIC COMMISSION ";
C. ADMINISTRATIVE INTERNS HIRED ON OR AFTER APRIL 24,
2009; AND
d. LIFEGUARD -SWIM INSTRUCTOR, LIFEGUARD AND
RECREATION LEADER HIRED ON OR AFTER THE EFFECTIVE
DATE OF THIS AMENDMENT TO CONTRACT.
6. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after November 5, 2007 shall be
determined in accordance with Section 21354 of said Retirement Law (2%
at age 55 Supplemental to Federal Social Security).
8. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after November 5, 2007 and not entering membership
for the first time in the miscellaneous classification after December 13,
2010 shall be determined in accordance with Section 21354.5 of said
Retirement Law (2.7% at age 55 Supplemental to Federal Social
Security).
9. The percentage of final compensation
to be provided for each
year of
credited current service as a
local
miscellaneous member
entering
membership for the first time
in the
miscellaneous classification
after
December 13, 2010 shall be
determined
in accordance with
Section
21354 of said Retirement Law
(2% at
age 55 Supplemental to
Federal
Social Security).
I 0
LEASE V li0l VI�Id Lil: :.uil Li:i!
10. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
f. Section 20475 (Different Level of Benefits). Section 21354 (2% @
55 Supplemental formula) is applicable to local miscellaneous
members entering membership for the first time in the
miscellaneous classification after December 13, 2010.
11. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
12. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
13. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
1
14. Contributions required of.Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY
DARRYL WAT -Q'IV, HIEF
CUSTOMER ACCO�PIT�;fRVICES DIVISION
PUBLIC EMPLOYEES' RLTI XMENT SYSTEM
AMENDMENT CaIPERS ID #3461671991
PERS- CON -702A
day of
CITY COUNCIL
CITY OF ROSEMEAD
NG OFFICER
Witness Date <`
s
Attest: �t
Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.
CITY OF ROSEMEAD )
I, Gloria Molleda, City Clerk of the City of Rosemead, do hereby certify that the foregoing
Resolution No. 2011 -57 being:
A RESOLUTION OF INTENTION TO APPROVE AN AMENDEMENT TO CONTRACT BETWEEN
THE BOARD OF ADMINISTRATION CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT
SYSTEM AND THE CITY COUNCIL OF CITY OF ROSEMEAD
was duly and regularly approved and adopted by the Rosemead City Council on the 25th of
October, 2011, by the following vote to wit:
Yes: Alarcon, Armenta, Clark, Low, Ly
No: None
Abstain:None
Absent: None
Gloria Molleda
City Clerk
'• AD CITY COUNCIL
C IV I C:P R IQEi�
m, 1
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL MEMBERS
FROM: JEFF ALLRED, CITY MANAGER
DATE: OCTOBER 25, 2011
SUBJECT: ADOPTION OF CALPERS RESOLUTION OF INTENTION TO EXCLUDE
LIFEGUARD -SWIMG INSTRUCTORS, LIFEGUARDS AND
RECREATION LEADERS FROM CALPERS MEMBERSHIP
SUMMARY
The City's current contract with CaIPERS requires that all team members, except
Administrative Interns, who work 1,000 hours or more in a fiscal year to be.enrolled into
CalPERS for the remainder of their employment with the City. Staff has been working
with CalPERS and has made the determination that the positions of Lifeguard -Swim
Instructor, Lifeguard, and Recreation Leader could be categorically exempt from
CalPERS membership due to the temporary nature of their position along with other
factors. Staff has received authorization from CalPERS to move forward with this
request and is brining before the City Council a Resolution of Intention to amend the
contract with CaIPERS.
Recommendation:
Staff recommends that the City Council adopt the Resolution of Intention to amend the
contract with CaIPERS (Attachment A).
d
BACKGROUND /ANALYSIS
City staff has been evaluating ways to improve our recreation program while being
mindful of reducing costs. One obstacle that staff has faced is the limited number of
hours that recreation staff can currently work while employed by the City. Our current
contract with CalPERS requires that any team member, except for Administrative
Interns, who works more than 1,000 hours in a fiscal year to be enrolled in CalPERS for
membership. Since enrollment in CalPERS increases the City's overhead costs by
roughly 35 %, we have worked diligently to ensure this does not happen.
In discussing options with CalPERS staff, it was determined that due to the nature of the
certain part-time positions being temporary in nature; we could exempt them from
CalPERS membership. City staff sent a Request for Determination letter (Attachment
B) to CalPERS on May 19, 2011 in order to seek formal approval from CalPERS for the
exemption of the positions of Recreation Leader, Senior Recreation Leader, part-time
Recreation Coordinator, Lifeguard and Lifeguard -Swim Instructor. Subsequently,
ITEM NO. _Df�
City Council Meeting
October 25, 2011
Page 2 of 2
CaIPERS sent a letter on July 8, 2011 (Attachment C) approving the City's request to
exclude the positions of Recreation Leader, Lifeguard and Lifeguard -Swim Instructor.
CalPERS made the determination that the other positions requested did not meet the
qualifications for exemption.
In order to amend the CalPERS contract, the City is first required to adopt a Resolution
of Intention to approve an amendment to the contract. Once this Resolution of Intention
is approved the City will be required to adoptlan ordinance regarding the contract
amendment. The ordinance cannot be approved for at least twenty days following the
adoption of the Resolution of Intention; therefore staff will bring the ordinance to the City
Council in December.
Prepared by:
JfkActuarial & Employer Services Branch )
P.O. Box 942709
� Sacramento, CA 94229 -2709
Telecommunications Device for the Deaf - (916) 795 -3240
Ca1PERS (888) CalPERS (225 -7377) FAX (916) 795 -3005
January 7, 2011
Mr. Matthew E. Hawesworth
Assistant City Manager
City of Rosemead
8838 E. Valley Blvd.
Rosemead, CA 91770
Dear Mr. Hawesworth:
Employer Code #1595
Reply to Section 125
The contract amendment has been executed by CalPERS. The effective date of the
contract amendment is December 13, 2010.
If you have any questions regarding your contract, please do not hesitate to contact our
office at (888) CaIPERS (225- 7377).
inc rely
Retirement Contract Services
DB:rj
Enclosure
California Public Employees' Retirement System
www.calpers.ca.gov
A li,,
Ca1PERS
California
Public Employees' Retirement System
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8, 1992, and as amended effective April 9,
1993, July 27, 1998, November 5, 2007, and April 24, 2009 which provides for
participation of Public Agency in said System, Board and Public Agency hereby agree
as follows:
A. Paragraphs 1 through 12 are hereby stricken from said contract as executed
effective April 24, 2009, and hereby replaced by the following paragraphs
numbered 1 through 14 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless. otherwise specifically provided. "Normal retirement age" shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
3. Public Agency agrees to indemnify, defend and hold harmless the
California Public Employees' Retirement System (CaIPERS) and its
trustees, agents and employees, the CaIPERS Board of Administration,
and the California Public Employees' Retirement Fund from any claims,
demands, actions, losses, liabilities, damages, judgments, expenses and
costs, including but not limited to interest, penalties and attorneys fees
that may arise as a result of any of the following:
(a) Public Agency's election to provide retirement benefits,
provisions or formulas under this Contract that are different than
the retirement benefits, provisions or formulas provided under
the Public Agency's prior non - CaIPERS retirement program.
(b) Public Agency's election to amend this Contract to provide
retirement benefits, provisions or formulas that are different than
existing retirement benefits, provisions or formulas.
(c) Public Agency's agreement with a third party other than
CaIPERS to provide retirement benefits, provisions, or formulas
that are different than the retirement benefits, provisions or
formulas provided under this Contract and provided for under
the California Public Employees' Retirement Law.
(d) Public Agency's election to file for bankruptcy under Chapter 9
(commencing with section 901) of Title 11 of the United States
Bankruptcy Code and /or Public Agency's election to reject this
Contract with the CaIPERS Board of Administration pursuant to
section 365, of Title 11, of the United States Bankruptcy Code
or any similar provision of law.
(e) Public Agency's election to assign this Contract without the prior
written consent of the CaIPERS' Board of Administration.
(f) The termination of this Contract either voluntarily by request of
Public Agency or involuntarily pursuant to the Public Employees'
Retirement Law.
(g) Changes sponsored by Public Agency in existing retirement
benefits, provisions or formulas made as a result of
amendments, additions or deletions to California statute or to
the California Constitution.
4. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
5. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES;
b. "PLANNING AND TRAFFIC COMMISSION "; AND
C. ADMINISTRATIVE INTERNS HIRED ON OR AFTER APRIL 24,
2009
6. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after November 5, 2007 shall be
determined in accordance with Section 21354 of said Retirement Law (2%
at age 55 Supplemental to Federal Social Security).
8. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after November 5, 2007 and not entering membership
for the first time in the miscellaneous classification after the effective date
of this amendment to contract shall be determined in accordance with
Section 21354.5 of said Retirement Law (2.7% at age 55 Supplemental to
Federal Social Security).
9. The percentage of final compensation to be provided for each year of
credited current service as a local miscellaneous member entering
membership for the first time in the miscellaneous classification after the
effective date of this amendment to contract shall be determined in
accordance with Section 21354 of said Retirement Law (2% at age 55
Supplemental to Federal Social Security).
10. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
f. Section 20475 (Different Level of Benefits). Section 21354 (2% @
55 Supplemental formula) is applicable to local miscellaneous
members entering membership for the first time in the
miscellaneous classification after the effective date of this
amendment to contract.
11. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
12. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
13. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
f
14. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the 13� day of Dec�rn�,z
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF ROSEMEAD
BY BY e
LORI G RTLAND, HIEF PRESIDI OF ICE .
EMPLOYE SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AMENDMENT ER# 1595
PERS- CON -702A
Witiiess Date
Attest:
Clerk
A fk'_
CAPERS
California
Public Employees' Retirement System
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
And the
City Council
City of Rosemead
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8, 1992, and as amended effective April 9,
1993, July 27, 1998, November 5, 2007, and April 24, 2009 which provides for
participation of Public Agency in said System, Board and Public Agency hereby agree
as follows:
A. Paragraphs 1 through 12 are hereby stricken from said contract as executed
effective April 24, 2009, and hereby replaced by the following paragraphs
numbered 1 through 14 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age" shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
3. Public Agency agrees to indemnify, defend and hold harmless the
California Public Employees' Retirement System (CaIPERS) and its
trustees, agents and employees, the CaIPERS Board of Administration,
and the California Public Employees' Retirement Fund from any claims,
demands, actions, losses, liabilities, damages, judgments, expenses and
costs, including but not limited to interest, penalties and attorneys fees
that may arise as a result of any of the following:
(a) Public Agency's election to provide retirement benefits,
provisions or formulas under this Contract that are different than
the retirement benefits, provisions or formulas provided under
the Public Agency's prior non - CaIPERS retirement program.
(b) Public Agency's election to amend this Contract to provide
retirement benefits, provisions or formulas that are different than
existing retirement benefits, provisions or formulas.
(c) Public Agency's agreement with a third party other than
CaIPERS to provide retirement benefits, provisions, or formulas
that are different than the retirement benefits, provisions or
formulas provided under this Contract and provided for under
the California Public Employees' Retirement Law.
(d) Public Agency's election to file for bankruptcy under Chapter 9
(commencing with section 901) of Title 11 of the United States
Bankruptcy Code and /or Public Agency's election to reject this
Contract with the CaIPERS Board of Administration pursuant to
section 365, of Title 11, of the United States Bankruptcy Code
or any similar provision of law.
(e) Public Agency's election to assign this Contract without the prior
written consent of the CaIPERS' Board of Administration.
(f) The termination of this Contract either voluntarily by request of
Public Agency or involuntarily pursuant to the Public Employees'
Retirement Law.
(g) Changes sponsored by Public Agency in existing retirement
benefits, provisions or formulas made as a result of
amendments, additions or deletions to California statute or to
the California Constitution.
4. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
5. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES;
b. "PLANNING AND TRAFFIC COMMISSION "; AND
C. ADMINISTRATIVE INTERNS HIRED ON OR AFTER APRIL 24,
2009
6. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after November 5, 2007 shall be
determined in accordance with Section 21354 of said Retirement Law (2%
at age 55 Supplemental to Federal Social Security).
8. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after November 5, 2007 and not entering membership
for the first time in the miscellaneous classification after the effective date
of this amendment to contract shall be determined in accordance with
Section 21354.5 of said Retirement Law (2.7% at age 55 Supplemental to
Federal Social Security).
9. The percentage of final compensation to be provided for each year of
credited current service as a local miscellaneous member entering
membership for the first time in the miscellaneous classification after the
effective date of this amendment to contract shall be determined in
accordance with Section 21354 of said Retirement Law (2% at age 55
Supplemental to Federal Social Security)
10. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
f. Section 20475 (Different Level of Benefits). Section 21354 (2% @
55 Supplemental formula) is applicable to local miscellaneous
members entering membership for the first time in the
miscellaneous classification after the effective date of this
amendment to contract.
11. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
12. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law. —
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
13. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
r
14. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY
LORI MCGARTLAND, CHIEF
EMPLOYER SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AMENDMENT ER# 1595
PERS- CON -702A
day of
CITY COUNCIL
CITY OF ROSEMEAD
BY
PRESIDING FICER
rr�he� 1 CJ , 1,61
Witness Date
Attest:
Clerk
0
0
Actuarial & Employer Services Branch
P.O. Box 942709
``',�/ Sacramento, CA 94229 -2709
Telecommunications Device for the Deaf - (916) 795 -3240
CaIPERS (888) CAPERS (225 -7377) FAX (916) 795 -3005
May 29, 2009
Mr. Matthew E. Hawkesworth
Assistant City Manager
City of Rosemead
P.O. Box 399
Rosemead, CA 91770
Dear Mr. Hawkesworth:
JUN 0 1 2009
BY:_
Employer Code #1595
Reply to Section 125
The contract amendment has been executed by CalPERS. The effective date of the
contract amendment is April 24, 2009.
If you have any questions regarding your contract, please do not hesitate to contact our
office at (888) CalPERS (225- 7377).
Sincerely,
�a'�t+eQZe (.:QIYtQLr%J61
Public Agency Contract Services
DB:rc
Enclosure
California Public Employees' Retirement System
www.calpers.ca.gov
Ca1PERS
0 0
California
Public Employees' Retirement System
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8, 1992, and as amended effective April 9,
1993, July 27, 1998 and November 5, 2007 which provides for participation of Public
Agency in said System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 12 are hereby stricken from said contract as executed
effective November 5, 2007, and hereby replaced by the following paragraphs
numbered 1 through 12 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age' shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the' election of a contracting
agency.
3. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
4. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES;
b. "PLANNING AND TRAFFIC COMMISSION "; AND
C. ADMINISTRATIVE INTERNS HIRED ON OR AFTER THE
EFFECTIVE DATE OF THIS AMENDMENT TO CONTRACT.
5. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
6. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after November 5, 2007 shall be
determined in accordance with Section 21354 of said Retirement Law
(2% at age 55 supplemental to Federal Social Security).
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after November 5, 2007 shall be determined in
accordance with Section 21354.5 of said Retirement Law (2.7% at age 55
supplemental to Federal Social Security).
8. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
• •
9. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
10. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
11. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
12. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee anal the Board.
B. This amendment shall be effective on the 2.4 day of ,-J D-of) .
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF ROSEMEAD
BY BY 7L CL�.t !cam
LORI *46G RTLANb, CHIEF PRESIDIN6 OFFICER
EMPLOY SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM APRIL 14, 2009
Witness Date
Atte t:
Jerk
AMENDMENT ER# 1595
PERS- CON -702A (Rev. 10 \05)
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSEM
Actuarial and Employer Services Branch
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(888) CalPERS (225 -7377)
CERTIFICATION
OF
FINAL ACTION OF GOVERNING BODY
I hereby certify that the ROSEMEAD CITY COUNCIL
(governing body)
of the
CITY OF ROSEMEAD
(public agency)
adopted on MARCH 24 - 2009 , by an affirmative vote of a majority
(date)
of the members of said Governing Body, ORDINANCE
(Ordinance or Resolution)
No. 872 approving the attached contractual agreement between the
Governing Body of said Agency and the Board of Administration of the California Public
Employees' Retirement System, a certified copy of said
ORDINANCE
(Ordinance or Resolution)
in the form furnished by said Board of Administration being attached hereto.
Clerk/Secretary
CITY CLERK
Title
Date 4/.24/2009
PERS -CON -5 (Rev. 1/96)
Employef Services Division •
P.O. Box
Sacramento, to, CA CA 94229 -2709
Telecommunications Device for the Deaf - (916) 795 -3240
Ca1PERS 888 CalPERS (or 888 - 225 - 7377) FAX (916) 795 -3005
February 24, 2009
Mr. Matthew E. Hawkesworth
Assistant City Manager
City of Rosemead
P.O. Box 399
Rosemead. CA 91770
Dear Mr. Hawkesworth:
Employer Code #1595
Reply to Section 105
We have received the Resolution of Intention to amend your CalPERS contract to
provide an exclusion for the position of Administrative Interns hired on or after the
effective date of this amendment to contract.
Enclosed are the following documents necessary to complete the proposed
amendment:
1. Amendment to Contract.
2. Certification of Final Action of Governing Body (Form CON -5).
Your agency adopted the Resolution of Intention on February 10, 2009, therefore, the
earliest date the final Ordinance may be adopted is March 2, 2009, pursuant to
Government Code Section 20471. THERE ARE NO EXCEPTIONS TO THIS LAW.
The effective date of this amendment may be as early as the day following the
effective date of the Ordinance. Please insert the effective date on the last page of the
Amendment to Contract.
The following documents must be returned to this office. ORIGINAL SIGNATURES
ARE REQUIRED ON ALL DOCUMENTS.
1. Amendment to Contract, two original executed sets.
2. Ordinance, original or certified copy.
3. Certification of Final Action of Governing Body (CON -5), original.
California Public Employees' Retirement System
www.calpers.ca.gov
H'
1.
City of Rosemead
-2- February 24, 2009
Please do not retype the Amendment to Contract and /or agreement documents.
Only documents provided by this office will be accepted. If you have a problem
with any of the documents, please contact this office prior to presenting to your
governing body for adoption. Another contract amendment cannot be started
until this amendment is completed or cancelled.
A copy of the contract will be returned for your records after it has been executed by
CalPERS.
If you have any questions, please call (888) CalPERS (225- 7377).
Sincerely,
Z�'� �o
Danielle Brooks
Employer Representative
Public Agency Contract Services
DB:rc
Enclosures
cc: Glendale Regional Office
MAYOR:
MARGARET CLARK
MAYOR PRO TEM:
GARY TAYLOR
COUNCIL MEMBERS:
SANDRA ARMENTA
POLLY LOW
STEVEN LY
0
April 15, 2009
Attn: Irene Ho
CaIPERS
Contract Maintenance
P.O Box 942709
Sacramento, CA 94229 -2709
Dear Irene Ho,
Ll
Psesoead
8838 E. VALLEY BOULEVARD • P.O. BOX 399
ROSEMEAD, CALIFORNIA 91770
TELEPHONE (626) 569 -2100
FAX (626) 307 -9218
Enclosed is a certified copy of Ordinance 872 relating to the Amendment to Contract
between the Board of Administration California Public Employees' Retirement System
and the City Of Rosemead.
As per our conversation on May 6, 2009, the effective date of the Amended Contract is
April 14, 2009.
Also, we have enclosed our original contract which needs your signature, enclosed is a
prepaid envelope for return.
If you have any questions, please contact the office of the City Clerk at (626)569 -2171.
Thank You.
Sincerely,
Gloria Molleda
City Clerk
j M
Ericka Hernandez
Assistant to the City Clerk
Enclosure: Certified Copy of Ordinance 872
•
May 14, 2009
Attn: Irene Ho
CaPERS
Contract Maintenance
P.O Box 942709
Sacramento, CA 94229 -2709
Dear Irene Ho,
•
Posc mcaa
8838 E. VALLEY BOULEVARD • P.O. BOX 399
ROSEMEAD, CALIFORNIA 91770
TELEPHONE (626) 569 -2100
FAX (626) 307 -9218
Enclosed is an original Certification of Final Action Governing Body with the corrected
information.
If you have any question, please contact me at (626) 569 -2177. Thank you
Sincerely,
Encka Hernandez
Assistant to the City Clerk
Enclosure: Original Certification of Final Action Governing Body
)5/21/2009 11:33 FAX
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TRANSMISSION OK
TX /RX NO
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DESTINATION TEL #
19167953005
DESTINATION ID
ST. TIME
05/21 11:33
TIME USE
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PAGES SENT
2
RESULT
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Facsimile transmittal
Contract Maintenance
2001
Ericka Hemandez
Assistant to the City Clerk
City of Rosemead
8838 E. Valley Blvd.
Rosemead, CA 91770
(626) 569 -2177
(626) 307 -9218 fax
From: Ericka Hernandez Date: May 21, 2009
Office of the City Clerk
Re: Affective date Pages: 2 (including cover)
CC:
?, S:
you
El For Review ❑ Please Comment ❑ Please Reply ❑ Please Recycle
Irene,
on May 21, 2009, the effective date of the Amended Contract is April
April 15, 2009
Attn: Lori Gartland, Chief
Ca1PERS
Employer Service Division
Compensation Review Unit
P.O Box 942709
Sacramento, CA 94229 -2709
Dear Lori McGartland,
Ppseme ad
8838 E. VALLEY BOULEVARD • P.O. BOX 399
ROSEMEAD, CALIFORNIA 91770
TELEPHONE (626) 569 -2100
FAX (626) 307 -9218
Enclosed are the Amendment to Contract between the Board of Administration California
Public Employees' Retirement System and Final Action Governing Body Certification
both which have been signed.
Also, we have enclosed our original contract which needs your signature, enclosed is a
prepaid envelope for return.
If there any questions, please contact the office of the City Clerk at (626)569 -2171.
Thank You.
Sincerely,
Gloria Molleda
City Clerk .
Ericka Hernandez
Assistant to the City Clerk
Enclosure: Amendment to Contmct I
.. Amendment to Contract 2
0 •
MAYOR:
JOHN TRAN
MAYOR PRO TEM:
JOHN NUNEZ
COUNCILMEMBERS:
MARGARET CLARK
POLLY LOW
GARY A. TAYLOR
0
February 11, 2009
Ms. Danielle Brooks
CalPERS
PO Box 942711
Sacramento, CA 94229 -2711
Dear Ms. Brooks:
0
Roseme ad
8838 E. VALLEY BOULEVARD • P.O. BOX 399
ROSEMEAD, CALIFORNIA 91770
TELEPHONE (626) 569 -2100
FAX (626) 307 -9218
Contract Amendment
Per the instructions received from your office, enclosed are the Resolution of Intention
and Certification of Governing Body's Action (CON -12); both of which have been signed
and adopted. The first and second readings of the subsequent ordinance will be
completed and we will be awaiting the actual contract and other final documents
necessary to complete the amendment.
Please let me know if you have any questions. I can be reached by phone at (626)569-
2107 or by email at mhawkesworth @cityofrosemead.org.
Best regards,
Matthew E. Hawkesworth
Assistant City Manager
Attachments: Resolution of Intention
Certification of Governing Body's Action (CON -12)
0 0
Resolution: 2009 -09
RESOLUTION OF INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
CITY OF ROSEMEAD
WHEREAS, the Public Employees' Retirement Law permits the participation of public
agencies and their employees in the Public Employees' Retirement System
by the execution of a contract, and sets forth the procedure by which said
public agencies may elect to subject themselves and their employees to
amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption
by the governing body of the public agency of a resolution giving notice of
its intention to approve an amendment to said contract, which resolution
shall contain a summary of the change proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide an exclusion for the position of Administrative
Interns hired on or after the effective date of this
amendment to contract.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the above agency
does hereby give notice of intention to approve an amendment to the
contract between said public agency and the Board of Administration of the
Public Employees' Retirement System, a copy of said amendment being
attached hereto, as an "Exhibit" and byAs reference made a part hereof.
Presid
"Y}c
Title
February 10, 2009
Date adopted and approved
(Amendment)
CON -302 (Rev. 4/96)
Afk�,-
CaIPERS
0 0
California
Public Employees' Retirement System
EXHIBIT
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8, 1992, and as amended effective April 9,
1993, July 27, 1998 and November 5, 2007 which provides for participation of Public
Agency in said System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 12 are hereby stricken from said contract as executed
effective. November 5, 2007, and hereby replaced by the following paragraphs
numbered 1 through 12 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age" shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
3. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
4. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES;
b. "PLANNING AND TRAFFIC COMMISSION "; AND
C. ADMINISTRATIVE INTERNS HIRED ON OR AFTER THE
EFFECTIVE DATE OF THIS AMENDMENT TO CONTRACT.
5. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
6. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after November 5, 2007 shall be
determined in accordance with Section 21354 of said Retirement Law
(2% at age 55 supplemental to Federal Social Security).
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after November 5, 2007 shall be determined in
accordance with Section 21354.5 of said Retirement Law (2.7% at age 55
supplemental to Federal Social Security).
8. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
0 0
9. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
10. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuatiors or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
11. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
12. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
:.<Q
BY
LORI MCGARTLAND, (
EMPLOYER SERVICE:
PUBLIC EMPLOYEES`.
AMENDMENT ER# 1595
PERS- CON -702A (Rev. 10 \05)
ISION
REMENT SYSTEM
day of
CITY COUNCIL
CITY OF ROSEMEAD`\'
•,J
BY
PRESIDING OFFICER
Witness: bate
Attest:
Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.
CITY OF ROSEMEAD )
•
I, Gloria Molleda, City Clerk of the City of Rosemead, do hereby certify that the
foregoing Resolution No. 2009 -09 being:
A RESOLUTION TO APPROVE AN AMENDMENT TO CONTRACT BETWEEN
THE BOARD OF ADMINISTRATION CALIFORNIA PUBLIC EMPLOYEES'
RETIREMENT SYSTEM AND THE CITY COUNCIL CITY OF ROSEMEAD,
was du and regularly approved and adopted by the Rosemead City Council on
the 101 of February 2009, by the following vote to wit:
Yes: Clark, Low, Nunez, Tran
No: None
Abstain: None
Absent: Taylor
�J,1 �,CGI �U1J�s�71
Gloria Molleda
City Clerk
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Actuarial and Employer Services Branch
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(888) CalPERS (225 -7377)
CERTIFICATION OF GOVERNING BODY'S ACTION
I hereby certify that the foregoing is a true and correct copy of a Resolution adopted by the
ROSEMEAD r-TMV COUNCIL of the
(governing body)
CITY OF ROSEMEAD
(public agency)
on FEBRUARY 10, 2009
(date)
CITY CLERK
Title
PERS- CON -12 (rev. 1/96)
MAYOR:
JOHN TRAN
MAYOR PRO TEM:
JOHN NUNEZ
COUNCILMEMSERS:
MARGARETCLARK
POLLY LOW
GARY A. TAYLOR
December 2, 2008
Attn: Lori Gartland, Chief
Ca1PERS
Employer Service Division
Compensation Review Unit
P.O Box 942709
Sacramento, CA 94229 -2709
Dear Lori McGartland,
0
Powmead
8838 E. VALLEY BOULEVARD • P.O. BOX 399
ROSEMEAD, CALIFORNIA 91770
TELEPHONE (626) 569 -2100
FAX (626) 307 -9218
Enclosed are Resolution Nos. 2008 -77 and 2008 -78 approved by the City of Rosemead
City Council on November 18, 2008.
Said resolutions authorize payment to the employee's portion of the member contribution
(EPMC) to be in compliance with the Internal Revenue Code 414(h) (2) and California
Government Code sections 20691.
If there any questions, please contact the office of the City Clerk at (626)569 -2100.
Thank You.
Sincerely,
Gloria Molleda
City Clerk
Ericka Hernandez
Assistant to the City Clerk
Enclosure: Resolution 2008 -77
Resolution 2008 -78
cc: Matt Hawkesworth
Steve Brisco
0
RESOLUTION: 2008 -78
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD,
COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, IN THE MATTER OF
AMENDING THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
PLAN TO INCLUDING EMPLOYER PAID MEMBER CONTRIBUTIONS.
WHEREAS, the governing body of the City of Rosemead has the authority to
implement Government Code Section 20691;and
WHEREAS, the governing body of the City of Rosemead has a written labor
policy or agreement which specifically provides for the normal member contributions to
be paid by the employer; and
WHEREAS, one of the steps in the procedures to implement Section 20691 is
the adoption by the governing body of the City of Rosemead of a Resolution to
commence said Employer Paid Member Contributions (EPMC); and
WHEREAS, the governing body of the City of Rosemead has identified the
following conditions for the purpose of its election to pay EPMC:
This benefit shall aply to all employees who are enrolled in CalPERS
This benefit shall consist of paying 8% of the normal member contributions
as EPMC.
The effective date of this Resolutions shall be August 1, 1992.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ROSEMEAD
HEREBY RESOLVES AS FOLLOWS: ,
The governing body of the City of Rosemead elects to pay EPMC, as set forth
above.
PASSED, APPROVED AND ADOPTED this 18th day of November 2008.
• . •
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.
CITY OF ROSEMEAD )
I, Gloria Molleda, City Clerk of the City of Rosemead, do hereby certify that the
foregoing Resolution No. 2008 -78 being:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD,
COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, IN THE MATTER OF
AMENDING THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM PLAN TO INCLUDING EMPLOYER PAID MEMBER
CONTRIBUTIONS.
was duly and regularly approved and adopted by the Rosemead City Council on the 18TH
of November 2008, by the following vote to wit:
Yes: Clark, Low, Nunez, Taylor, Tran
No: None
Abstain: None
Absent: None
`,- ho"
Gloria Molleda
City Clerk
RESOLUTION: 2008 -77
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD,
COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, IN THE MATTER OF
IMPLEMENTING PROVISIONS OF SECTION 414(h)(2) OF THE INTERNAL
REVENUE CODE.
WHEREAS, the City of Rosemead has the authority to implement the provisions
of section 414(h)(2) of the Internal Revenue Code (IRC);and
WHEREAS, the Board of Administration of the Public Employees' Retirement
System adopted its resolution regarding section 414(h)(2) IRC on September 18, 1985;
and
WHEREAS, the Internal Revenue Service has stated in December 1985, that the
implementation of the provisions of section 414(h)(2) IRC pursuant to the Resolution of
the Board of Administration would satisfy the legal requirements of section 414(h)(2)
IRC; and
WHEREAS, the City of Rosemead has determined that even though the
implementation of the provisions of section 414(h)(2) IRC is not required by law, the tax
benefit offered by section 414(h)(2) IRC should be provided to its employees who are
members of the Public Employees' Retirement System:
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ROSEMEAD
HEREBY RESOLVES AS FOLLOWS:
That the City of Rosemead will implement the provisions of section 414(h)(2) IRC
by making employee contributions pursuant to California Government Code
section 20691 to the Public Employees' Retirement System on behalf of its
employees who are members of the Public Employees' Retirement System.
"Employee contributions" shall mean those contributions to the Public
Employees' Retirement System which are deducted from salary of employees
and are credited to individual accounts pursuant to California Government Code
section 20691.
II. That the contributions made by the City of Rosemead to the Public Employees'
Retirement System, although designated as employee contributions, are being
paid by the City of Rosemead in lieu of contributions by the employees who are
Ir
members of the Public Employees' Retirement System.
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.
CITY OF ROSEMEAD )
I, Gloria Molleda, City Clerk of the City of Rosemead, do hereby certify that the
foregoing Resolution No. 2008 -77 being:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD,
COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, IN THE MATTER OF
IMPLEMENTING PROVISIONS OF SECTION 414(h)(2) OF THE INTERNAL
REVENUE CODE.
was duly and regularly approved and adopted by the Rosemead City Council on the 18TH
of November 2008, by the following vote to wit:
Yes: Clark, Low, Nunez, Taylor, Tran
No: None
Abstain: None
Absent: None
loria Moll
Clerk
0
0
ROSEMEAD CITY COUNCIL
TO: THE HONORABLE MAYOR AND CITY COUNCIL
FROM: OLIVER CHI, CITY MANAGER
DATE: NOVEMBER 18, 2008
SUBJECT: RESOLUTIONS APPROVING CITY PAYMENT OF THE EMPLOYER
PAID MEMBER CONTRIBUTION (EPMC)
Since the City first signed a contract with CaIPERS on August 1, 1992, the City has
been paying the employee's portion of the member contribution (EPMC) required by
CalPERS. CalPERS recently conducted an audit of all their member files to ensure
compliance with all Internal Revenue Code and California Government Code sections
related to retiree benefits and discovered that the City has never approved the
necessary resolutions related to the payment of the EPMC. On October 3, 2008 City
staff was notified (Attachment A) of this necessity and was informed by CaIPERS that
the required resolutions must be adopted prior to December 31, 2008 or the Internal
Revenue Service would no longer allow the City to make the EPMC payments.
Staff Recommendation
Staff recommends that the City Council adopt Resolutions 2008 -77 (Attachment B) and
2008 -78 (Attachment C) authorizing payment of EPMC under Internal Revenue Code
section 414(h)(2) and California Government Code section 20691.
LEGAL REVIEW
The City Attorney has reviewed the proposed Resolutions.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Submitted by: ..
44--��
Matthew E. Hawkesworth
Assistant City Manager— Internal Business Units
Attachment: CaIPERS Circular 200 - 049 -08
Resolution 2008 -77
Resolution 2008 -78
APPROVED FOR CrrY COUNCIL AGENDA: REM NUMBER:
P.O. Box 942709
Sacramento, CA 94229 -2709
888 CalPERS (or 888 - 225 -7377)
�Telecommunications Device for the Deaf
i No Voice (916) 795 -3240
31PB� www.calpers.ca.gov
Circular Letter
•
Date:
Reference No.:
'Circular Letter No.:
Distribution:
Special:
OctoAFF,P2S6B4ENT A
200 -049 -08
VI, XII, XVI
TO: PUBLIC AGENCIES, COUNTY SUPERINTENDENT OF SCHOOLS,
SCHOOL DISTRICTS
SUBJECT: EMPLOYER "PICK -UP" - REVENUE RULING 2006 -43
DECEMBER 31, 2008 DEADLINE FOR ACTION
ATTENTION: FINANCE DIRECTORS, HUMAN RESOURCE DIRECTORS
This Circular Letter is being sent to advise employers of Revenue Ruling 2006 -43
concerning the pick -up of employee contributions to California Public Employees
Retirement System (CaIPERS), and of actions that an employer may be required to
take before December 31, 2008 to ensure compliance with pick -up requirements.
BACKGROUND AND PURPOSE
Internal Revenue Code (IRC) Section 414(h)(2) allows public agencies and school
employers to designate required employee contributions as being "picked -up" by
the employer and treated as employer contributions for tax purposes. The effect of a
pick -up is to defer tax on employee contribution amounts until the member retires and
receives retirement benefits, or separates from employment and takes a refund of
contributions. Absent the 414(h)(2) provision applicable to governmental plans,
employee contributions to a defined benefit pension plan qualified under Section
401(a) would .automatically be after -tax contributions (e.g. taxable income to the
employee at the time the contribution was made).
Since the early 1980s, CalPERS has taken steps to ensure that contracting agency
and school employers have adopted and submitted to CalPERS appropriate written
evidence of pick -ups prior to reporting tax - deferred member contributions to CalPERS.
This Circular Letter is being sent as a reminder of the federal tax reporting
requirements, to encourage each contracting agency and school employer who reports
tax - deferred member contributions to review their documents and, if necessary, adopt
conforming documentation prior to the deadline set by Revenue Ruling 2006 -43. To
view the ruling, visit CaIPERS online.
F�
Circular Letter # 200 -049-08 -2- October 3, 2008
REVENUE RULING 2606 -43
Revenue Ruling 200. 43 provides, in general, that an employee contribution will not be
treated as "picked under IRC 414(h)(2) unless:
(1) The employer specifies that the contributions, although designated as
employee contributions, are being paid by the employer (this action must be
memorialized in writing), and
(2) The employer does not permit participating employees to opt out of the pick-
up or to receive the contributed amounts directly instead of having them paid by
the employer to the plan.
Revenue Ruling 2006 -43 allows employers who do not have written evidence of a pick-
up, but their actions show that they intended to establish and cant' out a pick -up, to be
treated as meeting the requirements of 414(h)(2) for past pre -tax contributions if the
employer takes formal action in writing prior to December 31, 2008 with respect to
future picked -up contributions. If formal action is not taken prior to December 31, 2008,
only contributions taken after the written documentation is in place may be treated as
picked -up.
WRITTEN DOCUMENTATION
Many of you offer a pick -up of employee contributions under a resolution approved by
the IRS, in a private letter ruling issued to CaIPERS on December 6, 1985, (PLR .
8609084). If your agency has adopted the approved resolution to implement 414(h)(2)
pick -ups, you may continue to rely on that ruling and need not adopt a new resolution.
This approved form, which is Sample E— Resolution for Employer Pick -up can be
Viewed at CalPERS online. If you have not previously sent a copy of the resolution to
us, or if you did not complete Sample E, but have other written documentation, please
send a copy of your document or resolution to us immediately.
After 1985, CalPERS provided additional pick -up resolutions for adoption by
contracting agencies that distinguishes whether the pick -up was to be actually paid by
the employer or by the employee. When an employer pays the employee contributions,
it is referred to as Employer Paid Member Contributions (EPMC). The employer may
also report the value of EPMC as special compensation. Contracting agencies that
adopted any of these resolutions were requested to submit the resolutions to
CalPERS. Samples of Resolutions A through D can be viewed at CaiPERS online.
You may continue to rely on these resolutions but you should review them and validate
that the resolution covers all of the employees whose contributions are reported as tax -
deferred. If you have not previously sent a copy of the resolution to us, please do so
immediately. ,
3
• •
Circular Letter # 200-049 -08 -3- October 3, 2008
CALPERS NEW BUSINESS ENVIRONMENT.
CaIPERS is in the process of building and installing a new business reporting system.
One of the design features will enhance CaIPERS ability to maintain accurate and up
to date information about contracting agency and school employer pick -ups. As a way
of ensuring that our system will accurately record your agency's pick -up provision,
CaIPERS requires all affected agencies to provide a copy of their existing or future
pick -up resolutions or other written documentation. This will ensure ongoing
compliance with federal tax reporting requirements. The new system will validate that
you have documentation on file with CalPERS before accepting tax - deferred member
contributions. If documentation is not on file, your records will be rejected and will be
held until the appropriate documentation is received.
CONCLUSION
If you are submitting tax - deferred contributions on behalf of your members, we request
that you review your files for documentary evidence authorizing such employer pick -up
of employee contributions. If you do not have evidence, please take steps to have
your governing board adopt an appropriate resolution prior to December 31, 2008.
Please send a copy of your pick -up documentation to:
CalPERS
Employer Services Division
Compensation Review Unit
P.O. Box 942709
Sacramento CA 94229 -2709
If you have any questions, please call the Employer Contact Center at 888 CaIPERS
or (888 225 - 7377).
Lori McGardand, Chief
Employer Services Division
Visit the CaIPERS website at www.calpers.ca.gov (2008 Circular Letters) for more
information on the following:
1 - Revenue Ruling 2006 -43
2 : Sample Resolution E
3 - Sample Resolutions A - D
Lf
MAYOR:
JOHN TRAN
MAYOR PRO TEM:
JOHN NUNEZ
COUNCILMEMBERS:
MARGARET CLARK
POLLY LOW
GARY A. TAYLOR
I*
December 2, 2008
Attn: Lori Gartland, Chief
CalPERS
Employer Service Division
Compensation Review Unit
P.O Box 942709
Sacramento, CA 94229 -2709
Dear Lori McGartland,
1]
Rosc tread
8838 E. VALLEY BOULEVARD • P.O. BOX 399
ROSEMEAD, CALIFORNIA 91770
TELEPHONE (626) 569 -2100
FAX (626) 307 -9218
Enclosed are Resolution Nos. 2008 -77 and 2008 -78 approved by the City of Rosemead
City Council on November 18, 2008.
Said resolutions authorize payment to the employee's portion of the member contribution
(EPMC) to be in compliance with the Internal Revenue Code 414(h) (2) and California
Government Code sections 20691.
If there any questions, please contact the office of the City Clerk at (626)569 -2100.
Thank You.
Sincerely,
Gloria Molleda
City Clerk
Ericka Hernandez
Assistant to the City Clerk
Enclosure: Resolution 2008 -77
Resolution 2008 -78
cc: Matt Hawkesworth
Steve Brisco
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Telecommunications Device for the Deaf - (916) 795 -3240
CAPERS 888 CalPERS (or 888- 225 -7377) FAX (916) 795 -3005
September 7, 2007
Mr. Oliver Chi
Interim City Manager
City of Rosemead
P.O. Box 399
Rosemead, CA 91770
Dear Mr. Chi:
Employer Code #1595
Reply to Section 105
We have received the Resolution of Intention to amend your CalPERS contract to
provide Section 21354.5 (2.7% @ 55 Supplemental formula) and Section 20042 (One -
Year Final Compensation) for local miscellaneous members.
Enclosed are the following documents necessary to complete the proposed
amendment:
1. Amendment to Contract.
2. Certification of Final Action of Governing Body (Form CON -5).
Your agency adopted the Resolution of Intention on August 14, 2007, therefore, the
earliest date the final Ordinance could have been adopted was September 3, 2007,
pursuant to Government Code Section 20471. THERE ARE NO EXCEPTIONS TO
THIS LAW.
The effective date of this amendment cannot be earlier than the first day of a payroll
period following the effective date of the Ordinance. Please inert the effective date on
the last page of the Amendment to Contract. W Oc},1ou 'E 1 200
The following documents must be returned to this office. ORIGINAL SIGNATURES
ARE REQUIRED ON ALL DOCUMENTS.
1. Amendment to Contract, two original executed sets.
2. Ordinance, original or certified copy.
3. Certification of Final Action of Governing Body (CON -5), original.
California Public Employees' Retirement System
www.calpers.ca.gov
rl
City of Rosemead
0 0
-2- September 7, 2007
Please notify your personnel /payroll staff and any others who submit payroll or
membership documents to CaIPERS on behalf of the agency, such as county courts
and port districts, of the following information as of the effective date of the amendment
to the contract:
The local miscellaneous member contribution rate will be 8% of reportable earnings.
• The employer contribution rate on the contract amendment effective date will be
25.768% of reportable earnings for local miscellaneous members. Due to the
timing of your amendment and the processing of your annual valuation to be mailed
on October 31, 2007, the impact of this amendment to your July 1, 2008 rate will be
included in your June 30, 2006 annual valuation or in a supplement to your annual
valuation.
• -Coverage group 70002 should be used to identify those members affected by this
contract amendment.
Please do not retype the Amendment to Contract and /or agreement documents.
Only documents provided by this office will be accepted. If you have a problem
with any of the documents, please contact this office prior to presenting to your
governing body for adoption. Another contract amendment cannot be started
until this amendment is completed or cancelled.
A copy of the contract will be returned for your records after it has been executed by
CalPERS.
If you have any questions, please call (888) CalPERS (225- 7377).
Sincerely,
Danielle Brooks
Employer Representative
Public Agency Contract Services
1QQW
Enclosures
cc: Glendale Regional Office
ORDINANCE NO. 856
0
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
ROSEMEAD, CALIFORNIA, AUTHORIZING AN AMNDMENT TO
THE CONTRACT BETWEEN THE CITY COUNCIL OF THE CITY OF
ROSEMEAD AND THE BOARD OF ADMINISTRATION OF THE
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM.
WHEREAS, the Public Employees' Retirement Law permits the participation of public
agencies and their employees in the Public Employees' Retirement System by
the execution of a contract, and sets forth the procedure by which said public
agencies may elect to subject themselves and their employees to amendments
to said Law; and
WHEREAS, one of the steps in the procedure to amend this contract is the adoption by the
governing board of the public agency of an ordinance which formalizes its
intention to approve an amendment to said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide Section 21354.5 (2.7 % @55 Supplemental formula) and
Section 20042 (One -Year Final Compensation) for local miscellaneous
members.
NOW, THE CITY COUNCIL OF THE CITY OF ROSEMEAD DOES ORDAIN AS
FOLLOWS:
SECTION 1.
That an amendment to the contract between the City Council of the City of Rosemead and the
Board of Administration of the California Public Employees' Retirement System is hereby
authorized.
SECTION 2.
That a copy of the amendment to the contract between the City Council of the City of Rosemead
and the Board of Administration of the California Public Employees' Retirement System is
attached as an Exhibit.
PASSED AND ADOPTED this 25`h day of September, 2007.
�V
ATTEST:
Nina Castruita
City Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS.
CITY OF ROSEMEAD )
I, Nina Castruita, City Clerk of the City of Rosemead, do hereby certify that
Ordinance No. 856 was duly and regularly approved and adopted by the Rosemead City
Council on the 25th of September, 2007, by the.following vote to wit:
Yes: LOW, NUNEZ, TRAM'
No: CLARK, TAYLOR
Absent: NONE
Abstain: NONE
Nina Castruita
City Clerk
CaIPERS
0
California
Public Employees' Retirement System
EXHIBIT
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body.of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8,1992, and as amended effective April 91
1993 and July 27, 1998 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed
effective July 27, 1998, and hereby replaced by the following paragraphs
numbered 1 through 12 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law ,shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age ". shall
mean age 55 for local miscellaneous members:
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all .
amendments to said Lave hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
3. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
4. In addition to the classes of employees excluded.from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a, SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
5. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
6. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after the effective date of this
amendment to contract shall be determined in accordance with Section
21354 of said Retirement Lave (2% at age 55 supplemental to Federal
Social Security).
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after the effective date of this amendment to contract
shall be determined in accordance with Section 21354.5 of said
Retirement Law (2.7% at age 55 supplemental to Federal Social Security).
8. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit in in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
0
0
g. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
10. Public Agency shall also contribute to said Retirement System 2s follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs o
administering said Svstem as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
11. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
12. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the day of
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY
LORI MCGARTLAND, CHIEF
EMPLOYER SERVICES.DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AWENDIViENT ER= 1595
PER5- SON -702A (Rev. 10105)
CITY COUNCIL
CITY OF ROSEMEAD
BY
PRESIDING OF''FICER
Witness "Date
Attest
Clerk
CaIPERS
California
Public Employees' Retirement System
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead -
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, . and witnessed September 8, 1992, and as amended effective April 9,
1993 and July 27, 1998 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed
effective July 27, 1998, and hereby replaced by the following paragraphs
numbered 1 through 12 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law ;shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age' shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
• •
3. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
4. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
5. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
6. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after the effective date of this
amendment to contract shall be determined in accordance with Section
21354 of said Retirement Law (2% at age 55 supplemental to Federal
Social Security).
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after the effective date of this amendment to contract
shall be determined in accordance with Section 21354.5 of said
Retirement Law (2.7% at age 55 supplemental to Federal Social Security).
8. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
9. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
10. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
11. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law.
12. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board. ,r�
B. This amendment shall be effective on the `t�" ' day of a c� a
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY
LORI MCGARTLAND, CHIEF
EMPLOYER SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AMENDMENT ER# 1595
PERS- CON -702A (Rev. 10 \05)
CITY COUNCIL
CITY OF ROSEMEAD
BY 'y �
PRESI 1. G OFFICER
Witness Date
Attest:l
Clerk �l
& •
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Actuarial and Employer Services Branch
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(888) CalPERS (225 -7377)
CERTIFICATION
OF
FINAL ACTION OF GOVERNING BODY
hereby certify that the City Council of the
(governing body)
City of Rosemead
(public agency)
adopted on October 8, 2007 by an affirmative vote of a majority
(date)
of the members of said Governing Body, Ordinance
(Ordinance or Resolution)
No. 856 approving the attached contractual agreement between the
Governing Body of said Agency and the Board of Administration of the California Public
Employees' Retirement System, a certified copy of said o
in the form furnished by said Board of Administration being attached hereto.
Clerk/Secretary
0 l L
Title
Date a0 '7
PERS -CON -5 (Rev. 1/96)
•
11
RESOLUTION OF INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
CITY OF ROSEMEAD
WHEREAS, the Public Employees' Retirement Law permits the participation of public
agencies and their employees in the Public Employees' Retirement System
by the execution of a contract, and sets forth the procedure by which said
public agencies may elect to subject themselves and their employees .to
amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption
by the governing body of the public agency of a resolution giving notice of
its intention to approve an amendment to said contract, which resolution
shall contain a summary of the change proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide Section 21354.5 (2.7% @ 55 Supplemental
formula) and Section 20042 (One -Year Final
Compensation) for local miscellaneous members.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the above agency
does hereby give notice of intention to approve an amendment to the
contract between said public agency and the Board of Administration of the
Public Employees' Retirement System, a copy of said amendment being
attached hereto, as an "Exhibit" and by this reference made a part hereof.
By: / ` "
�
Presi { g Officer
Title
1pe -lf4 - 0-�-
Date adopted and approved
(Amendment)
CON -302 (Rev. 4196)
0
All l%, _
CaIPERS
0
EXHIBIT
California
Public Employees' Retirement System
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Rosemead
^®
The Board of Administration, California. Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective
October 12, 1992, and witnessed September 8, 1992, and as amended effective April 9,
1993 and July 27, 1998 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed
effective July 27, 1998, and hereby replaced by the following paragraphs
numbered 1 through 12 inclusive:
1. All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age ". shall
mean age 55 for local miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement
System from and after October 12, 1992 making its employees as
hereinafter provided, members of said System subject to all provisions of
the Public Employees' Retirement Law except such as apply only on
election of a contracting agency and are not provided for herein and to all
amendments to said Law hereafter enacted except those, which by
express provisions thereof, apply only on the election of a contracting
agency.
0 0
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L.:.re 7i•..4. L,i1.
3. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Employees other than local safety members (herein referred to as
local miscellaneous members).
4. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
5. Assets heretofore accumulated with respect to members in the local
retirement system have been transferred to the Public Employees'
Retirement System and applied against the liability for prior service
incurred thereunder.
6. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment before and not on or after the effective date of this
amendment to contract shall be determined in accordance with Section
21354 of said Retirement Law (2% at age 55 supplemental to Federal
Social Security).
7. The percentage of final compensation to be provided for each year of
credited prior and current service as a local miscellaneous member in
employment on or after the effective date of this amendment to contract
shall be 'determined in accordance with Section 21354.5 of said
Retirement Law (2.7% at age 55 supplemental to Federal Social Security):
8. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on
Contract Date).
b. Section 21536 (Local System Service Credit Included in Basic
Death Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service).
e. Section 20042 (One -Year Final Compensation).
9. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with
respect to local miscellaneous members of said Retirement System.
10. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the periodic investigation and valuations required by law.
11. Contributions required of Public Agency and its employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuation required by said Retirement Law. .
12. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remittances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the day of
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF ROSEMEAD ,%"
BY
Y
B Y ,,
LORI MCGARTLAND' CHIEF PRESIDING OFFICER
EMPLOYER SERVICE'S.,DIVISION
PUBLIC EMPLOYEE,,-RETIREMENT SYSTEM
W itne— A'Date
Attest:
Clerk
AMENDMENT ER# 1595
PE RS-CON-702A (Rev. 1 0 \05)
0 0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Actuarial and Employer Services Branch
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(888) CalPERS (225 -7377)
CERTIFICATION OF GOVERNING BODY'S ACTION
I hereby certify that the foregoing is a true and correct copy of a Resolution adopted by the
Rosemead City Council
(governing body)
City of Rosemead, California
(public agency)
on August 14, 2007
(date)
M(l�L,1 b
Clerk/Secretary
Title
PERS - CON -12 (rev. 1/96)
of the
0 0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Actuarial and Employer Services Branch
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(888) CalPERS (225 - 7377)
CERTIFICATION OF COMPLIANCE WITH
GOVERNMENT CODE SECTION 7507
I hereby certify that in accordance with Section 7507 of the Government Code
the future annual costs as determined by the System Actuary for the increase
in retirement benefit(s) have been made public at a public meeting of the
City of Ro
(governing body)
(public agency)
of the
on August 8, 2007 which is at least two weeks prior to the adoption of the
(date)
- f2esatatiDlr/ Ordina
Ida Lrm&
Clerk/Secretary
Title
Date August 20, 2007
P E RS- CON -12A (rev, 1/96)
•
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Actuarial and Employer Services Branch
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(888) CalPERS (225 -7377)
CERTIFICATION OF EMPLOYEE ELECTION
I hereby certify that the following employees of the City of Rosemead have expressed
their approval or disapproval of said agency's intention to amend its contract to provide
Section 21354.5 (2.7% @ 55 Supplemental formula) on the basis described in the
Resolution of Intention adopted by said agency's governing body on
, in such manner as to permit each employee
to separately and secretly express his choice and that the outcome of such election was
as follows:
Local Miscellaneous
Members as defined in
Govt. Code Section
20383
(Amendment)
PERS- CON -15 (Rev. 9/03)
Number of
employees
eligible to vote
Number of votes
approving said
participation
- .
Clerk or "Secretary
Date
Number of votes
disapproving said
participation
E
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide, NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended.to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES QCf
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [X]
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [+�
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
E
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES %
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as cutlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES x
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ J
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
9
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ j
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
11
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES%
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula? r
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES P(j
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [�]S
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
rI
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES]
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES#
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [�]
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
f:7lwsill
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of.said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
r�
L
11
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
•
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [�
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
•
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [y{�
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
Ll
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [iQ
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract. -
(2- 20 -02)
Ll
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES]
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
•
11
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [
employees of the Public Agency named above be / V
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES ( 7?4
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
F-1
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES .
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will.be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES]
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
0 0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
9 0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES []
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE
(2- 20 -02)
The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES [ ]/
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES I J�
employees of the Public Agency named above be / �.
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
0
9
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
GOVERNMENT CODE SECTION 21354.5
2.7% @ 55 FORMULA
BALLOT
For use by local miscellaneous members of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to amend its
contract with the Board of Administration of the California Public Employees' Retirement
System to provide the 2.7% @ 55 Supplemental formula, as outlined in the attached
Summary of Major Provisions.
Government Code Section 20474 requires a secret ballot election by the employees
affected whenever the contract is amended to provide a benefit that changes the
employees' rate of contribution.
Shall the contribution rate of the designated YES PC
employees of the Public Agency named above be
changed to 8% of reportable earnings to provide NO [ ]
the 2.7% @ 55 formula?
NOTE: The change in the member contribution rate will be effective as of the
effective date of the amendment to contract.
(2- 20 -02)
Circular Letter Special:
TO: BOARD MEMBERS, CANDIDATES, INTERESTED PARTIES
SUBJECT: 2005 MEMBER -AT -LARGE BOARD ELECTION ORDER OF CANDIDATE
NAMES TO APPEAR ON THE BALLOT
The 2005 Member -At -Large Board Election — Order Of Candidate Names To Appear On The
Ballot is attached for your information. The order of the names resulted from the random
drawing conducted at the California Public Employees' Retirement System (CaIPERS) on
May 2, 2005.
On August 22, 2005, ballot material will be mailed directly to each eligible active and retired
member. Ballot material undeliverable through CaIPERS direct mailing process and returned
by the post office will be mailed to agencies for distribution to identified eligible active
members.'
If you have questions regarding this information, contact the Board Elections Office at
795 -3952, local, or (800) 794 -2297, toll free.
Gloria Moore Andrews
Deputy Executive Officer, Operations
Attachment
W
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
•
P.O. 13042709
Date: May 3, 2005
Sacramento, CA 94229 -2709
Reference No.:
(888) CalPERS (225 -7377)
Telecommunications Device for the Deaf
Circular Letter No.: 340- 224 -05
No Voice (916) 795 -3240
Distribution: I & Special
Ca1PERS www.calpers.ca.gov
Circular Letter Special:
TO: BOARD MEMBERS, CANDIDATES, INTERESTED PARTIES
SUBJECT: 2005 MEMBER -AT -LARGE BOARD ELECTION ORDER OF CANDIDATE
NAMES TO APPEAR ON THE BALLOT
The 2005 Member -At -Large Board Election — Order Of Candidate Names To Appear On The
Ballot is attached for your information. The order of the names resulted from the random
drawing conducted at the California Public Employees' Retirement System (CaIPERS) on
May 2, 2005.
On August 22, 2005, ballot material will be mailed directly to each eligible active and retired
member. Ballot material undeliverable through CaIPERS direct mailing process and returned
by the post office will be mailed to agencies for distribution to identified eligible active
members.'
If you have questions regarding this information, contact the Board Elections Office at
795 -3952, local, or (800) 794 -2297, toll free.
Gloria Moore Andrews
Deputy Executive Officer, Operations
Attachment
W
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
0 0
Attachment 1
2005 MEMBER -AT -LARGE BOARD ELECTION
ORDER OF CANDIDATE NAMES TO APPEAR ON THE BALLOT
The random drawing for the order of names on the Member -At -Large Board Election ballots
took place on May 2, 2005 at CaIPERS Headquarters in Sacramento, 400 P Street, Room
1170, 9:00 AM. The order of names is as follows:
POSITION A
CANDIDA3 E'S NAME N
EMPL'OYER/EMPLOYER AT RETIREMENT ;} !
„�
BALLOT= DESIGNATION.., a -,
a 'r
._,
�� ...___�K �.Ws�.
Robert D. Walton
California Public Employees' Retirement System
Assistant Executive Officer
S. Issa
California Department of Transportation
State Transportation Engineer
Mark Matthew Henderson
State Compensation Insurance Fund
Staff Counsel — Specialist
Gary G. Fowler
California Highway Patrol
Refired — California Highway Patrol
Charles P. "Chuck" Valdes
California Department of Transportation
Incumbent
Paul L. Rouzer
California Department of Corrections
State Correctional Officer
POSITION B
CANDIDATE'S NAME
" EMPL 'OYER/EMPL'OYERAT'RETIREMENT
..
7 E
a 'r
;.BALLOTiFDESIGNAT[ON ,f
�..._= r, �.r.,. ... r.. kk: �, .S� :_�. ,
Stephen L. Lichtenberger
Department of Mental Health
State Employee
Katie M. Greene
County of Riverside
Retired Registered Nurse Practitioner
Kurato Shimada
Oak Grove School District
Incumbent
Circular Letter,
• Date:
Reference No.:
Circular Letter No.
Distribution
Special:
April 11, 2005
340 - 217 -05
I, IIA, 11B 8 Special
TO: BOARD MEMBERS, CANDIDATES, SENIOR MANAGEMENT, DIVISION
CHIEFS, OFFICE MANAGERS, SECTION MANAGERS, PUBLIC AGENCIES,
STATE DEPARTMENTS, COUNTY SUPERINTENDENT OF SCHOOLS, AND
OTHER INTERESTED ORGANIZATIONS AND PERSONS
SUBJECT: RANDOM DRAWING FOR THE:ORDER OF NAMES TO APPEAR ON THE
BALLOT FOR THE 2005, MEMBER -AT -LARGE BOARD ELECTION
On May 2, 2005, a public random drawing for the order of names on the ballot for Position A
and Position B for the 2005 Member -At -Large Board Election, will take place at the California
Public Employees' Retirement System's (CaIPERS) Headquarters Office, 400 P Street,
Sacramento, Room 1170, at 9:00 a.m. Following the random drawing, candidates for each
position will be notified of the order of candidate names and designations to be printed on the
ballot.
The final results of the random drawing will be available through the Board Elections Office at
the CaIPERS Headquarters Office, Lincoln Plaza, 400 P Street, Sacramento, Room 1120 and
mailed to candidates in May 2005. The results will also be available on the CaIPERS On -Line
Web site at www.calpers.ca.gov.
Any questions regarding this information should be directed to the CaIPERS Board Elections
Office at (916) 795 -3952, local or (800) 794 -2297, toll -free.
RED BUENROSTRO
Chief Executive Officer
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
P.O. Box92709
Sacramento, CA 94229 -2709
fko
(888) CaIPERS (225 -7377)
Telecommunications Device for the Deaf
,J�
No Voice (916) 795 -3240
CaIPERS
www.calpers.ca.gov
Circular Letter,
• Date:
Reference No.:
Circular Letter No.
Distribution
Special:
April 11, 2005
340 - 217 -05
I, IIA, 11B 8 Special
TO: BOARD MEMBERS, CANDIDATES, SENIOR MANAGEMENT, DIVISION
CHIEFS, OFFICE MANAGERS, SECTION MANAGERS, PUBLIC AGENCIES,
STATE DEPARTMENTS, COUNTY SUPERINTENDENT OF SCHOOLS, AND
OTHER INTERESTED ORGANIZATIONS AND PERSONS
SUBJECT: RANDOM DRAWING FOR THE:ORDER OF NAMES TO APPEAR ON THE
BALLOT FOR THE 2005, MEMBER -AT -LARGE BOARD ELECTION
On May 2, 2005, a public random drawing for the order of names on the ballot for Position A
and Position B for the 2005 Member -At -Large Board Election, will take place at the California
Public Employees' Retirement System's (CaIPERS) Headquarters Office, 400 P Street,
Sacramento, Room 1170, at 9:00 a.m. Following the random drawing, candidates for each
position will be notified of the order of candidate names and designations to be printed on the
ballot.
The final results of the random drawing will be available through the Board Elections Office at
the CaIPERS Headquarters Office, Lincoln Plaza, 400 P Street, Sacramento, Room 1120 and
mailed to candidates in May 2005. The results will also be available on the CaIPERS On -Line
Web site at www.calpers.ca.gov.
Any questions regarding this information should be directed to the CaIPERS Board Elections
Office at (916) 795 -3952, local or (800) 794 -2297, toll -free.
RED BUENROSTRO
Chief Executive Officer
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
0 • 0 •
Operations Support Services Division •
P.O. Box 942702
Sacramento, CA 94229 -2702
Telecommunications Device for the Deaf - (916) 326 -3240
CaIPERS (916) 326 -3240, FAX (916) 326 -3379
March 20, 2002
ATTENTION: AGENCY EXECUTIVE OR AGENCY ELECTION OFFICER
SUBJECT: PUBLIC AGENCY ELECTION FOLLOW -UP
On January 30, 2002, we mailed you election materials to be utilized during the Public
Agency Election to fill the Public Agency representative position on the California Public
Employees' Retirement System's (CaIPERS) Board of Administration. Your agency was
asked to complete and return the Election Officer Designation & Certification form to
CaIPERS by March 13, 2002. To date, we have not received this form. We have enclosed
duplicate materials in the event the original material did not reach you or was misplaced.
The enclosed duplicate materials include
• A Circular Letter, dated January 30, 2002, outlining the upcoming election;
• Information For The Agency Election Officer Outline of Responsibilities;
• A Public Service Announcement;
• An Election Officer Designation & Certification form;
• A supply of the Notice of Election (Notice).
Post and circulate the Notice to CaIPERS members in your agency. It is also important that
you complete and return the Election Officer Designation & Certification form by
April 5, 2002, either by fax at (916) 326 -3379, or by mail to the:
CaIPERS Board Election Office
California Public Employees' Retirement System
P.O. Box 942702
Sacramento, CA 94229 -2702
If you have already received the election materials, posted the Notice and have returned the
form to CaIPERS, then please disregard this follow -up letter.
Contact the CaIPERS Board Election Office at (916) 326 -3952, local, or 1 -(800) 794 -2297,
toles n questions regarding this information.
ick Nelsofi, Chief
Operations Support Services Division
Enclosures
CaIPERS -BRD -184 (3/02)
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
0 0
P.O. Box 942709
Date:
Sacramento, CA 94229 -2709
Reference No.:
(916) 326 -3420
Telecommunications Device for the Deaf Circular Letter No.:
No Voice (916) 326 -3240
Distribution:
CaIPERS www.calpers.ca.gov
Circular
Letter
Special:
January 30, 2002
340- 001 -02
vi
TO: PUBLIC AGENCIES - AGENCY EXECUTIVES OR AGENCY ELECTION
OFFICERS
SUBJECT: UPCOMING PUBLIC AGENCY ELECTION FOR A PUBLIC AGENCY MEMBER
REPRESENTATIVE ON THE CaIPERS BOARD OF ADMINISTRATION
We are requesting your assistance in conducting the upcoming Public Agency Election to fill
the Public Agency member representative position on the California Public Employees'
Retirement System's (CaIPERS) Board of Administration. The term of office of the
incumbent, Michael Flaherman, will expire on January 15, 2003. The new term of office for
the newly elected Board member will begin January 16, 2003, and end January 15, 2007.
CaIPERS Public Agency members who are active on July 1, 2002, are eligible to vote in this
election.
Please review this material thoroughly, appoint an Agency Election Officer, and complete and
return the Election Officer Designation & Certification form no later than March 13, 2002.
NEW ELECTION PROCEDI
The Board of Administration
2002 elections:
S FOR THE 2002 ELECTIONS
the following new
procedures effective for the
• The optional candidate statement has been increased from an allowed 150 words to 200
words.
• After all candidates for an election have read the candidate statements of their
competitors, each candidate may add a 100 -word addendum to their original candidate
statement.
• The content of a candidate's statement may only be changed through a candidate
statement arbitration process paid for equally by the candidates participating in the
arbitration.
• A candidate must win an election by a majority vote (50% of votes cast plus one vote) in
order to be elected. If the first election does not produce a majority vote winner, then a
runoff election for the top two vote getters in the particular election will be held.
• In order to accommodate two elections, a first election and a potential runoff election,
within the statutory deadline of an elected Board Member being seated by
CURRENT MEMBER ADDRESS INFORMATION
It is important for the Agency to notify CaIPERS members who have recently moved, to
update their address information to CaIPERS by completing and mailing the CaIPERS
Change -of- Address card, PERS -AESD -239 (8/2000). Members should update their address
information before May 2002, to help ensure that each eligible member may receive a ballot
package at their home address in August 2002. Also, members should inform their current
employer of any change of address for their employer's records. Agencies may obtain a
supply of the postage paid Change -of- Address card through the normal CaIPERS form
ordering process, or by accessing and printing the CaIPERS Member Change of Address
form at CaIPERS website at www.calpers.ca.gov. The website CalPERS Member Change of
Address form can be completed by the member and mailed or faxed to CalPERS as indicated
by the instructions on the form.
We appreciate your cooperation in this important election. If you have any questions, please
contact the CaIPERS Board Elections Office at (916) 326 -3952, local, or 1 -(800) 794 -2297,
toll free.
MES E. BURTO
Chief Executive Of
Enclosures
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
0
INFORMATION FOR THE AGENCY ELECTION OFFICER
OUTLINE OF RESPONSIBILITIES
As the designated Agency Election Officer for your Agency, you are acting in a limited
capacity as an agent of the California Public Employees' Retirement System
(CaIPERS). Please follow CaIPERS' instructions carefully and ensure all your actions
are compatible with ethical election practices.
It is of critical importance to the election process that the Notice of Election (Notice)
be seen by eligible active CalPERS members. Circulation of this Notice can be
done by: 1) using your normal information routing system; 2) posting on employee
bulletin boards; and 3) distributing to employee organizations.
In addition, a Public Service Announcement (Announcement) is included in this
package to be used in disseminating information about the election. Please make
copies of this Announcement and display it on bulletin boards throughout your
agency and /or include this information in your newsletter.
• Review the Notice of Election carefully, particularly the Election Schedule on the
reverse side of the Notice.
• The Election Officer and Agency Executive are required to sign the Election Officer
Designation & Certification form and return the form to CalPERS by March 13, 2002,
or sooner. You may fax the form to the CalPERS Election Coordinator at fax
number (916) 326 -3379.
BALLOT DISTRIBUTION INFORMATION
• On August 19, 2002, CaIPERS will mail a ballot directly to each eligible active
member's home address. CaIPERS will also mail to the Election Officer, ballot
instructions and ballots that were undeliverable, for distribution to identified
members. On September 9, 2002, ballots returned by the post office will be mailed
to the Election Officer for distribution to identified members.
• CalPERS voter address list was developed from the address information supplied by
your Agency, or by the member directly to CaIPERS.
Only CalPERS Public Agency members, who are active on July 1, 2002, are eligible
to vote in this election.
• Any eligible member who does not receive a ballot by September 13, 2002, should'
contact the Board Elections Office at (916) 326 -3952 local, or 1 -(800) 794 -2297, toll
free if he /she desires a ballot.
• In the event of a runoff election for your agency another BALLOT DISTRIBUTION
INFORMATION directive will be sent to you after October 9, 2002 specific to that
election.
PLEASE COMPLETE AND RETURN THIS FORM BY MAIL OR FAX TO CalPERS
NO LATER THAN MARCH 13, 2002, AT THE ADDRESS OR FAX NUMBER BELOW
CaIPERS Election Coordinator
California Public Employees' Retirement System _
P.O. Box 942702
Sacramento, CA 94229 -2702
Fax Number: (916) 326 -3379
ELECTION OFFICER DESIGNATION & CERTIFICATION
DESIGNATION
The person named below has been designated to serve as the Agency Election Officer for the upcoming'
Public Agency Election for the CalPERS Board of Administration:
City of Rosemead CalPERS Em to er Code No.': 1595
Agency Name: p Y
Agency Election Officer: Nancy Valderrama, City Clerk
(Print or Type)
Phone No.: ( 626 ) .569 -2171
Ext.:
(Title)
(' It is the four digit number located in the upper left hand comer of the mailing label on the envelope or box in which
you received this information.)
F August 2002, and in November 2002 in the event of a runoff election, ballots that are undeliverable or
urned by the post office will be.mailed to the attention of the Election Officer for prompt distribution to
ntified eligible active members if applicable.
Street Address: 8838 E. Valley Boulevard
(Must be provided)
Rosemead,. CA 91770
Mailing Address: Same as above
CERTIFICATION
I, Nancy Valderrama , the designated Agency Election Officer for
the CIty of Rosemead , do hereby certify that I have read and
understand the attached Information for Election Officers Outline of Responsibilities, and will comply with
those instructions throughout the election process and will ensure that all my actions are compatible with
ethical election practices. This includes the prohibition against distributing campaign material endorsing
any of the candidates, which I understand is against CaIPERS' election policies. (Government Code section
20096). 1--) , 1
Signed
' Date:
March 26, 2002
Signature of Agency Executive Title Date
PERS -BRD -192 (2/98)
0
Date: June 8, 2001
Reference No.:
Circular Letter No.: 310 - 054 -01
Distribution: I, IX, & Special
Circular Letter Special:
TO: BOARD MEMBERS, CANDIDATES, ALL SYSTEM EMPLOYEES, PUBLIC
AGENCIES, STATE DEPARTMENTS, COUNTY SUPERINTENDENT OF
SCHOOLS, AND OTHER INTERESTED ORGANIZATIONS AND PERSONS
SUBJECT: RANDO :I DRAWING FOR THE ORDER OF NAMES TO APPEAR ON THE
BALLOT FOR THE 2001 MEMBER -AT -LARGE BOARD ELECTION
On June 27, 2001, a public random drawing for the order of names on the ballot for the
2001 Member -At -Large Board Election, will take place at the California Public Employees'
Retirement System's (CaIPERS) Headquarters Office, 400 P Street, Sacramento,
Room 1180, at 9:00 a.m.
The final results of the random drawing will be available through the Board Elections Office
at the CaIPERS Headquarters Office, Lincoln Plaza, 400 P Street, Sacramento, Room 1120
and mailed to candidates in July 2001. The results will also be available on the CaIPERS
web site at www.calpers.ca.gov.
Any questions regarding this information should be directed to the CaIPERS Board Elections
Office at (916) 326 -3952, local or 1 -(800) 794 -2297, toll free.
AMPS E. BURTON
Chief Executive Officer
California Public Employees' Retirement System
1\ Lincoln Plaza - 400 P Street - Sacramento, CA 95814
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
Telecommunications Device for the Deaf
Ca1PER
No Voice (916) 326 -3240
5
www.calpers.ca.gov
0
Date: June 8, 2001
Reference No.:
Circular Letter No.: 310 - 054 -01
Distribution: I, IX, & Special
Circular Letter Special:
TO: BOARD MEMBERS, CANDIDATES, ALL SYSTEM EMPLOYEES, PUBLIC
AGENCIES, STATE DEPARTMENTS, COUNTY SUPERINTENDENT OF
SCHOOLS, AND OTHER INTERESTED ORGANIZATIONS AND PERSONS
SUBJECT: RANDO :I DRAWING FOR THE ORDER OF NAMES TO APPEAR ON THE
BALLOT FOR THE 2001 MEMBER -AT -LARGE BOARD ELECTION
On June 27, 2001, a public random drawing for the order of names on the ballot for the
2001 Member -At -Large Board Election, will take place at the California Public Employees'
Retirement System's (CaIPERS) Headquarters Office, 400 P Street, Sacramento,
Room 1180, at 9:00 a.m.
The final results of the random drawing will be available through the Board Elections Office
at the CaIPERS Headquarters Office, Lincoln Plaza, 400 P Street, Sacramento, Room 1120
and mailed to candidates in July 2001. The results will also be available on the CaIPERS
web site at www.calpers.ca.gov.
Any questions regarding this information should be directed to the CaIPERS Board Elections
Office at (916) 326 -3952, local or 1 -(800) 794 -2297, toll free.
AMPS E. BURTON
Chief Executive Officer
California Public Employees' Retirement System
1\ Lincoln Plaza - 400 P Street - Sacramento, CA 95814
NO LATER THAN MAY 16, 2001, AT THE ADDRESS OR FAX NUMBER BELOW
California Public Employees' Retirement System
ATTN: CalPERS Election Coordinator
P.O. Box 942702
Sacramento, CA 94229 -2702
FAX Number. (916) 326 -3379
ELECTION OFFICER DESIGNATION & CERTIFICATION
DESIGNATION
The person named below has been designated to serve as the Election Officer for the upcoming Member -
At -Large Election for the Ca^l�ERS Board of Administration:
Election Officer: yA`L�t V`A "A
(Print or Type)
Agency Name: 01-1 y CalPERS Employer Code No':
Phone No.:( &2(f ) S Ext:
('This is the four digit number shown in the upper left corner of the mailing label on the envelope or box in
which this information was mailed to your Agency, Department or County School.)
Ballots undeliverable or returned by the post office, if any, will be mailed to the
attention of the Election Officer for prompt distribution to identified members.
Street Address: g E V P<L t' 5LVD
Mailing Address:
Gp, 9177 0
I'z�oscP-4 oNo CA 917 70
CERTIFICATION
I, NPV_1C-y NL-OC?t2�0L-N , the designated Election Officer for
oSe"tffF 7 i do hereby certify that I have read and understand
the attached "Information For The Agency Election Officer Outline of Responsibilities ", and will
comply with those instructions throughout the election process and will ensure that all my actions
are compatible with ethical election practices. This includes the prohibition against distributing
campaign material endorsing any of the candidates, which I understand is against CalPERS'
election policies. (Government Code section 20096)
Signature of Election Officer: % l�/U"^� J Date: %� °Z9 `�
(!('TY F 1��,�t - I s�_q
re
CalPERS -BRD -192 (3/01)
CaIPERS
Circular Letter Date: April 2, 2001
Callfomia Public Employees' Retirement System Circular Letter No.: 340 -044
P.O. Box 942709 Distribution:
Sacramento, CA 94229 -2709
(916) 326 -3420
Telecommunications Device for the Deaf Special:
No Voice (916) 326 -3240
TO: PUBLIC AGENCIES, STATE DEPARTMENTS AND COUNTY SCHOOLS -
AGENCY EXECUTIVES OR AGENCY ELECTION OFFICERS
SUBJECT: UPCOMING MEMBER -AT -LARGE ELECTION FOR TWO REPRESENTATIVE
POSITIONS ON THE CaIPERS BOARD OF ADMINISTRATION
We are requesting your assistance in conducting the upcoming Member -At -Large Board Election
to fill two representative positions on the California Public Employees' Retirement System's
(CaIPERS) Board of Administration (Board). The term of office of the incumbents, Charles P.
Valdes and William B. Rosenberg, will expire on January 15, 2002. The new term of office for
the newly elected Board members will begin January 16, 2002 and end January 15, 2006.
CaIPERS members active on August 1, 2001 are eligible to vote in this Board election. Retired
members (excluding survivors and beneficiaries) whose names appear on the CaIPERS
retirement rolls for the month of July 2001 are also eligible to vote in this Board election.
Please review this material thoroughly, appoint an Agency Election Officer, and complete and
return the Election Officer Designation & Certification form to CaIPERS no later than May 16,
2001.
NOTICE OF ELECTION FOR POSTING AND CIRCULATION
Enclosed is a supply of Notice of Election forms (Notice). The Notice outlines the election
procedures for becoming a candidate and the election schedule. As you can see, time is
important to those who are interested in becoming a candidate and might wish to submit a
nomination petition, so please post and circulate this Notice to CaIPERS members in your
Agency, State Department or County School. Circulation of this Notice can best be
accomplished by the following methods: 1) using your normal information routing system,
2) posting on employee bulletin boards, and 3) distributing to employee organizations. If
additional copies of this Notice are needed, please feel free to make copies or contact the Board
Elections Office at (916) 326 -3952, local, or 1 -(800) 794 -2297, toll free.
OFFICER'S ROLE AND RESPONSIB
CaIPERS' regulations, Title 2, California Administrative Code section 554.1, prescribe the
procedures required of agencies and Agency Election Officers in active member CaIPERS'
Board elections.
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INFORMATION FOR THE AGENCY ELECTION OFFICER
OUTLINE OF RESPONSIBILITIES
CalPERS 2001 Member -At -Large Board Election
As the designated Election Officer for your Agency, Department, or County School, you
are acting in a limited capacity as an agent of the California Public Employees'
Retirement System (CaIPERS). Please follow CaIPERS' instructions carefully and
ensure all your actions are compatible with ethical election practices.
It is of critical importance to the election process that the Notice of Election (Notice)
be seen by CalPERS members. Circulate this Notice by: 1) using your normal
information routing system; 2) posting on employee bulletin boards; and 3)
distributing to employee organizations.
2. A Public Service Announcement (Announcement) is included in this package to be
used in disseminating information about the election. Please make copies of this
Announcement and display it on bulletin boards throughout your agency and /or
include this information in your newsletter.
3. Review the Notice of Election carefully, particularly the Election Schedule on the
reverse side of the Notice.
4. The Election Officer and Agency Executive are required to sign the Election Officer
Designation and Certification form and return the form to CalPERS by May 16, 2001,
or sooner. You may fax the form to the CalPERS Election Coordinator at fax
number (916) 326 -3379.
On October 1, 2001, CalPERS will mail ballots directly to each eligible active
member's home address. CaIPERS will also mail to the Election Officer, ballot
instructions and ballots that were undeliverable, for distribution to identified
members. On October 31, 2001, ballots returned by the post office will be mailed to
the Election Officer for distribution to identified members.
CaIPERS' voter address list was developed from the address information supplied
by your Agency, Department, or County School, or by the member directly to
CaIPERS.
• CaIPERS members active on August 1, 2001 are eligible to vote in this election.
If an eligible member does not receive a ballot by November 7, 2001, the eligible
member should contact the Board Elections Office at (916) 326 -3952, local, or
1 -(800) 794 -2297, toll free if he /she desires a ballot.
5. Distribute to active members only the information and material provided by
CalPERS. Enclosure of any campaign material unauthorized by the CalPERS Board
of Administration is contrary to the duty of the Agency Election Officer in conducting
a fair and impartial election.
PUBLIC SERVICE ANNOUNCEMENT
TO: INTERESTED CaIPERS MEMBERS AND EMPLOYER ASSOCIATIONS
SUBJECT: UPCOMING MEMBER -AT -LARGE ELECTION FOR TWO
REPRESENTATIVES ON THE CaIPERS' BOARD OF ADMINISTRATION
During 2001, the California Public Employees' Retirement System (CaIPERS) will be conducting
an election for two At -Large representatives for the CaIPERS Board of Administration (Board).
The term of office for the current representatives, Charles P.Valdes and William B. Rosenberg,
will expire January 15, 2002. The new term of office will begin January 16, 2002 and end
January 15, 2006. Eligible active and retired members of CaIPERS, excluding survivors and
beneficiaries, will have an opportunity to elect two At -Large representatives to the Board.
NOTICE OF ELECTION
In April 2001, the Notice of Election (Notice) will be mailed to Public Agencies, State
Departments and County Schools for posting and routing to active members. The Notice will
also be mailed directly to retired members' home address. The Notice outlines the procedures
for becoming a candidate and gives the election schedule of dates and activities.
BALLOTS
In October 2001, ballots will be mailed directly to eligible active and retired members. Voted
ballots must be postmarked or received by CaIPERS in the postage paid envelope or another
comparable envelope signed by the voter by November 30, 2001, otherwise the ballot will not
be counted.
CaIPERS members who have recently moved, should update their address information to
CaIPERS by completing and mailing the CaIPERS Change -of- Address card, PERS -AESD -239
(8/2000), before July 2001, to ensure that each eligible member may receive a ballot at their
home address in October 2001. The CaIPERS Change -of- Address card is available through the
member's personnel office. CaIPERS members can also access the CaIPERS Member Change
of Address form at www.calpers.ca.gov, print out and complete the form, and mail or fax the form
to CaIPERS as indicated by the instructions on the form.
RESPONSIBILITIES OF THE CaIPERS BOARD OF ADMINISTRATION
The Board of Administration (Board) has the management and control of CaIPERS, including
the exclusive control of the administration and investment of the Public Employees' Retirement
Fund. Administration and investment responsibility of the Board also includes the Legislators'
Retirement System, the Judges' Retirement System, the Judges' Retirement System Il, the
Volunteer Firefighters' Length of Service Award System, the Deferred Compensation Program
and the CaIPERS' Long -Term Care Program. In addition, the Board administers the Public
Employees' Medical and Hospital Care Program, the Member Home Loan Program and the
State's contract with the Federal government for Social Security.
In addition to their regular duties, Board members also serve on permanent ad hoc committees
to review specific programs, projects or issues and make recommendation to the Board. The
decisions made by the Board affect all active and retired members which total nearly 1.2 million
people.
(3/01)
Operafins Support Services Division
P.O. Box 942702
Ao��, Sacramento, CA 94229 -2702
Telecommunications Device for the Deaf - (916) 326 -3240
CaIPERS (916) 326 -3240, FAX (916) 326 -3379
May 18, 2001
ATTENTION: AGENCY EXECUTIVE OR AGENCY ELECTION OFFICER
SUBJECT: MEMBER -AT -LARGE ELECTION FOLLOW -UP
On April 2, 2001, we mailed you election materials to be utilized during the Member -At-
Large Election to fill two representative positions on the California Public Employees'
Retirement System's (CaIPERS) Board of Administration. Your agency was asked to
complete and return the Election Officer Designation & Certification form to CaIPERS by
May 16, 2001. To date, we have not received this form. We have enclosed duplicate
materials in the event the original material did not reach you or was misplaced.
The enclosed duplicate materials include:
• A Circular Letter, dated April 2, 2001, outlining the upcoming election;
• Information For The Agency Election Officer Outline of Responsibilities;
• A Public Service Announcement,
• An Election Officer Designation & Certification form;
• A supply of the Notice of Election (Notice).
Post and circulate the Notice to CaIPERS members in your agency. It is also important that
you complete and return the Election Officer Designation & Certification form by May 31,
2001, either by fax at (916) 326 -3379, or by mail to the:
CaIPERS Board Election Office
California Public Employees' Retirement System
P.O. Box 942702
Sacramento, CA 94229 -2702
If you have already received the election materials, posted the Notice and have returned the
form to CaIPERS, then please disregard this follow -up letter.
Contact the CaIPERS Board Election Office at (916) 326 -3952, local, or 1 -(800) 794 -2297,
toll free, for any questions regarding this information.
Michel W. oester, �hief
Operations Support Services Division
Enclosures
CaIPERS -BRD -184 (4101)
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
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UNITED STATES DISTRICT COURT
NORTHERN DISTRICT OF CALIFORNIA
RONALD ARNETT, et al.,
Plaintiffs,
vs.. , .,
CALIFORNIA PUBLIC EMPLOYEES'
RETIREMENT SYSTEM (PERS); et al.,
Defendants.
Case No. C 95 3022 CRB
NOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
PUBLIC GOVERNMENTAL ENTITIES THAT CONTRACT
WITH THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM ( "CALPERS ") TO PROVIDE RETIREMENT BENEFITS
vOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
'UBLIC GO \'ERNMENTAL EN 1111175 THAT CONTRACT
WITH THE CALIFORNIA I'UB LIC E.MPLON EES RETIREMENT
;FSTEiM (' *C AI.PERS "1 TO PROVIDE. RETIREMENT BENEFITS
Case No C 95 3022 CRB
anw�evs aua.,
1 1. INTRODUCTION
2 A case entitled Ronald Arnett et al. v. California Public Employees Retiretnent System, et
3 al., No. C -95 -3022 CRB is pending in the United States District Court for the Northern District of
4 California. The case is brought under the Age Discrimination in Employment Act (AREA). The
5 case has been litigated since 1995 in both the district court and the Ninth Circuit. See Ronald
6 Arnett, et al. v. CaIPERS, et al., 179 F.3d 690 (9th Cir. 1999).
7 AS EXPLAINED BELOW, YOU ARE A MEMBER OF THE DEFENDANT CLASS
WHICH HAS BEEN CERTIFIED IN THIS CASE. PLEASE READ THIS NOTICE
8 CAREFULLY BECAUSE THE CASE MAY RESULT IN AN INCREASE IN YOUR
CONTRIBUTION RATES TO CALPERS FOR CERTAIN INDUSTRIAL DISABILITY
9 RETIREMENT BENEFITS.
10 II. DESCRIPTION OF THE CASE
11 The plaintiffs are the Equal Employment Opportunity Commission ( "EEOC ") and a
12 number of former public safety officers who were employees of the State or of local public entities
13 and who currently receive industrial disability retirement ( "IDR ") benefits from CaIPERS. The
14 defendants are CaIPERS, various departments of the State of California, and four local public
15 entities which contract with CalPERS on behalf of their employees. The plaintiffs contend that
16 California Government Code section 21417, which governs the calculation of IDR benefits for
17 public safety officers injured on the job. Violates the AREA. Plaintiffs assert that section 21417
18 violates the ADEA because, under section 21417, a person hired at age 40 or above receives less
19 in IDR benefits than a person hired at age 39 or below, regardless of the actual number of years
20 the person worked before becoming disabled.
21 The plaintiffs and CalPERS have agreed to a partial settlement of the case entitled
22 "Consent Decree in Partial Resolution of Lawsuit" ( "Consent Decree "). The court has approved
23 the Consent Decree. As explained more full' in Section I1I. below, under the Consent Decree,
24 CalPERS is obligated to determine future IDR benefits for disabled public safety officers without
25 regard to section 21417, and ma} become liable to pay retroactive benefits to such officers.
26 CalPERS'S obligation in this regard is conditioned on the District Court finding that CalPERS
27 may legally (1) enter into a Consent Decree which affects local public entities, and (2) adjust the
28 contribution rates or the reserves of local public entities that employ safety members to
NOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
PUBLIC GOVERNMENTAL ENTITIES THAT CONTRACT
WITH THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM ( "CALPERS" ) TO PROVIDE RETIREMENT BENEFITS -1- Case No C 95 3022 CRB
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compensate for increased benefit costs which Ca1PERS will incur under the Consent Decree.
In order to resolve these issues affecting local public entities (like you), the affected
entities have been joined as defendants. To accomplish this joinder, the District Court has
I certified a defendant class defined as follows:
Local public government entities that contract with CaIPERS to
provide retirement benefits.
The District Court has designated current defendants City of Fremont and the City of West
Covina as the representatives of the defendant class.
III. SUMMARY OF THE CONSENT DECREE IN PARTIAL RESOLUTION OF
LAWSUIT
are:
The primary substantive terms of the Consent Decree between the plaintiffs and CalPERS
A. Ca1PERS will not enforce section 21417 in the future with respect to public safety
officers who become eligible for IDR benefits. As a general matter, this means that IDR benefits
for all safety members will be 50% of final compensation.
B. Ca1PERS will adjust the future IDR benefits of all public safety officers whose
benefits are currently affected by section 21417. Benefits will be adjusted as of July 1, 2001.
C. This matter will be tried without a jury in the United States District Court in San
Francisco before Judge Charles R. Breyer. The trial will be based on the depositions taken and
documentary evidence produced in this matter. The issue to be decided in that trial is whether
retroactive IDR benefits are due public safety officers who started receiving such benefits on or
after October 16, 1992 (the effective date of the Older Workers Benefit Protection Act which
amended the ADEA). All relevant issues may be litigated in this trial, including (1) whether
section 21417 violated the ADEA between October 16, 1992 and June 1, 2001 for purposes of an
award of retroactive monetary benefits, (2) whether the defendants can establish any defense
available under the ADEA with respect to retroactive damages, and (3) whether the State
defendants (but not the local public entity defendants) have a defense under the Eleventh
Amendment as to the private plaintiffs (but not the EEOC) with respect to retroactive damages.
NOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
anw�ers aua.I PUBLIC GOVERNMENTAL ENTITIES THAT CONTRACT
WITH THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM ( "CALPERS') TO PROVIDE RETIREMENT BENEFITS -2-
Case No. C 95 3022 CRB
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With the court's permission, the defendant class of local public entities may participate in these
proceedings.
D. Prior to the trial discussed above, CalPERS will bring a motion seeking ajudicial
declaration that CalPERS may legally.enter into the Consent Decree and may adjust the
contribution rates and/or the reserves of local public entities that employ safety members to reflect
the increased benefit costs resulting from implementation of the Consent Decree.
IV. YOUR OPTIONS
A. DO NOTHING.
If you do nothing in response to this Notice, you will be:
a member of the defendant class, represented by the class representatives.
• bound by the District Court's determination relating to CalPERS'S right to
enter into the Consent Decree and to adjust the contribution rates or the
reserves of local public entities that employ safety members to compensate
for increased future benefits or retroactive benefits which CaIPERS may be
obligated to pay based on the Consent Decree and/or ajudicial finding that
section 21417 violates the AREA.
B. OPT -OUT OF THE CLASS.
You may file a written statement that you wish to opt -out of the defendant class with the
Clerk of the United States District Court for the Northern District of California.' The opt -out
statement must be filed with the clerk not later than'January 17, 2002. if you do not file an
opt -out statement by that date, you will automatically be a member of the defendant class, and will
be bound by all court orders related to the right of CalPERS to adjust your contribution rates
and/or reserves. The opt -out statement must contain the name and case number of the action, i.e.,
Ronald Arnett, et al. v. CalPERS, et al, No. C -95 -03022 CRB.
In addition to filing the opt -out statement with the clerk of the court, you must serve a copy
of the opt -out statement on:
Clerk, United States District Court, 450 Golden Gate Avenue, 16`h Floor, San Francisco, CA
MOT&
NOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
PUBLIC GOVERNMENTAL ENTITIES THAT CONTRACT
WITH THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM F'CALPERS') TO PROVIDE RETIREMENT BENEFITS -3- Case No. C 95 3022 CRB
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Jeffrey Wertheimer, Esq.
Rutan & Tucker; LLP
Attorney for Defendant Class and Class Representative City of West Covina
611 Anton Boulevard, Fourteenth Floor
Costa Mesa, CA 92926
NOTE ALSO: If you opt -out of the class and the court joins you as an individual
defendant, you will be responsible for your own attorneys' fees and costs of litigation. If you are a
member of the defendant class, you and all other class members may be liable for a pro rata share
of attorneys' fees and costs associated with the representation of the class by the class
representatives. Assuming there are few or no opt -outs, the size of the class is estimated to be
between 1500 -1600 local public entities.
V. COUNSEL FOR THE PARTIES
Peter A. Janiak, Senior Trial Attorney
U.S. Equal Employment Opportunity Commission
901 Market Street, Suite 500
San Francisco, CA 94103
Attorney for Plaintiff Equal Employment Opportunity Commission
Thomas E. Frankovich, Esq.
2806 Van Ness Avenue, Ste. 391C
San Francisco, CA 94109 -5460
Attorney for the Individual Plaintiffs
Steven R. Ping-el, Esq.
Lemaire, Faunce, Pingel & Singer
17785 Center Court Drive, Suite 250
Cerritos, CA 90703
Attorney for the Individual Plaintiffs
Mark D. Johnson, Esq.
California Department of Justice
Attorney General's Office
1515 Clay Street, 20th Floor
Oakland, CA 94612 '
Attorney for Defendant CalPERS and the State Defendants
Henry S. Hewitt, Esq.
Erickson, Beasley, Hewitt & Wilson
483 Ninth Street, Suite 200
Oakland, CA 94607
Attorney for Defendant Class and Class Representative City of Fremont
- NOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
PUBLIC GOVERNMENTAL ENTITIES THAT CONTRACT
\PITH THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM ("CALPERS')'FO PROVIDE RETIREMENT BENEFITS -4-
Case No. C 95 3022 CRB
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Jeffrey Wertheimer, Esq.
Rutan & Tucker, LLP
611 Anton Boulevard, Fourteenth Floor
Costa Mesa, CA 92926
Attorney for Defendant Class and Class Representative City of West Covina
VI. QUESTIONS
To obtain more information regarding this case, the Consent Decree, or the defendant
class, you may contact:
Jeffrey Wertheimer, Esq.
Rutan & Tucker, LLP
611 Anton Boulevard, Fourteenth Floor
Costa Mesa, CA 92926
(800) 787 -1887
Attorney for Defendant Class and Class Representative City of West Covina
DO NOT ADDRESS QUESTIONS TO THE COURT OR THE COURT CLERK
NOTICE OF A DEFENDANT CLASS CONSISTING OF LOCAL
PUBLIC GOVERNMENTAL ENTITIES THAT CONTRACT
WITH THE CALIFORNIA PUBLIC EMPLOYEES RETIREMENT
SYSTEM (`CALPERS ") TO PROVIDE RETIREMENT BENEFITS -5-
Case No. C 95 3022 CRB
0
MP
Actuarial Employer Services Division
P.O. Box 942709
Sacramento, CA 94229 -2709
Telecommunications Device for
the Deaf - (916) 326 -3420 07/17/2000
(916) 326 -3635; FAX (916) 326 -3005
TO: ALL PUBLIC AGENCIES
SUBJECT: EMPLOYER CONTRIBUTION RATE CHANGE EFFECTIVE 7 -1 -2000
The annual review and adjustment of your employer contribution rate
has been completed. Attached is your agency's revised Coverage Key
which reflects the 2000/2001 employer contribution rate. Please
insert a copy of the Coverage Key in the Contract Coverage section
of your Procedures Manual. If more than one Coverage Key is required,
you will need to reproduce additional copies to distribute to all
Manual holders.
The new employer contribution rate is effective July 1, 2000 and must
be applied to the first service period which ends on or after July 1,
2000. If any rate adjustment is required to a previous payroll, your
agency will be sent a "Notice of Adjustment" form (PERS- ACC -1520) by
the Fiscal Services Division.
In addition to providing an updated Coverage Key, this letter also
serves as a method to update the name of your agency's Manual
Coordinator and the number of Ca1PERS Procedures Manuals currently
provided to your agency. Please review the information below.
If any information is incorrect, make the correction and return the
bottom portion of this letter to the Actuarial and Employer Services
Division (AESD) at the address provided above.
If you have any questions concerning your Coverage Key, please contact
your Employer Representative as indicated by county:
Tammy Sanchez - (916) 658 -1461 - Alameda, Amador, Calaveras, Colusa,
Contra Costa, Del Norte, E1 Dorado, Glenn, Humboldt, Imperial, Kings,
Lake, Madera, Mariposa, Mendocino, Merced, Nevada, Riverside,
San Bernardino, San Diego, San Francisco, San Mateo, Santa Barbara,
Santa Clara, Santa Cruz, Shasta, Siskiyou, Solano, Tehama,
Trinity, Tulare, Ventura
Karl Klun - (916) 326 -3156 - Alpine, Butte, Fresno, Inyo, Kern, Lassen,
Los Angeles, Marin, Modoc, Mono, Monterey, Napa, Orange, Placer,
Plumas, Sacramento, San Benito, San Joaquin, San Luis Obispo,
Sierra, Sonoma, Stanislaus, Sutter, Tuolumne, Yo.lo, Yuba
Our Employer records contain the following information:
DATE: 07/17/2000
EMPLOYER CODE : 1595
COUNTY CODE /NAME : 19 /LOS ANGELES
MANUAL COORDINATOR: JESSICA C WILKINSON # OF MANUALS: 4
TITLE : ADMINISTRATIVE AIDE
AGENCY NAME : CITY OF ROSEMEAD
AGENCY ADDRESS : 8838 EAST VALLEY BOULEVARD
ROSEMEAD CA
91770
r
zffF
Actuarial Employer Services Division
P.O. Box 942709
Sacramento, CA 94229 -2709
Telecommunications Device for
the Deaf - (916) 326 -3420
(916) 326 -3635; FAX (916) 326 -3005
COVERAGE KEY
1.0 EMPLOYER CODE 1595 ROSEMEAD
CITY
OF
MISC
3.0 COVERAGE GROUP CODE 70001
4.0 COVERAGE SINCE 10 -12 -1992
5.0 SOC SEC COVERAGE: YES
5.1 EFFECTIVE DATE 07 -01 -1968
6.0 RETIREMENT COVERAGE:
6.1 FORMULA 2% @ 55 S
6.2 MEMBER CONT RATE 7% ALL
EARNINGS
7.0 EMPLOYER CONT RATE: 5.670
7.1 EFFECTIVE DATE 07 -01 -2000
8.0 OPTIONAL BENEFITS /EFFECTI'
8.6 MILITARY SR CREDIT 76
8.23 PRIOR SER LIMIT CUR EE
8.29 PUBLIC SER CRD
8.42 DEATH BEN /REMARRIAGE
8.44 2% @ 55
JE DATE:
07 -27 -1998
10 -12 -1992
04 -09 -1993
01 -01 -2000
07 -27 -1998
PAGE 1
DATE 06/30/2000
COUNTY OF : LOS ANGELES
10.0 POSITIONS EXCLUDED FROM PERS MEMBERSHIP
ALL LOCAL SAFETY EMPLOYEES
SPECIAL EXCLUSION - SEE REMARKS
11.0 PERS EXCLUSIONS REMARKS
EFF 10 -12 -92 EXCLUDE PLANNING AND TRAFFIC
COMMISSION EMPLOYEES.
EFFECTIVE DATE
10 -12 -1992
10 -12 -1992
.=EPERS
�� Actuarial & Employer Services Division
q0 PO Box 942709
Sacramento, CA 94229 -2709
Telecommunications Device for the Deaf - (916) 326 -3240
(916) 326 -3420 FAX (916) 658 -1586
July 13, 1998
Mr. Donald Wagner
Assistant to the City Manager
City of Rosemead
8838 E. Valley Blvd.
Rosemead. CA 91770'
Dear Mr. Wagner:
Employer Code #1595
Reply to Section 230
The contract amendment has been executed by CalPERS. The effective date of the
contract amendment is July 27, 1998.
If you have any questions regarding your contract,' please do not hesitate to contact,
Cheryl Salvador, Employer Representative, at (916) 341 -2073.
Sincerely, C7�
Darlene Eredia, BPSII
Public Agency Contract Services
9]:LTi
Enclosure
C0308 (Rev. 12/97)
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
j/
�"� y RESOLUTION No. 54
AUTI-*IZING AN AMENDMENT TO CORIMUT AN ERROR
IN THE CONTRACT BETWEEN THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
AND THE
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
WHEREAS, the City Council of the City of Rosemead hereinafter referred to as Public Agency, and
the Board of Administration of the Public Employees' Retirement System entered into a
contract effective October 12, 1992 providing for the participation of Public Agency in
the Public Employees' Retirement System; and
WHEREAS, Due to an inadvertent omission, said contract did not exclude the "Planning and Traffic
Commission "; and
WHEREAS, Section 20461 of the Government Code provides that errors in a contract may be
corrected through contract error amendments executed by the adoption of suitable
resolutions by the contracting parties;
NOW, THEREFORE, BE IT RESOLVED that said governing body of Public Agency authorizes; and
it does hereby authorize, a contract error amendment to said contract effective October
12, 1992 as follows:'
A. Paragraph 4 of said contract shall be changed as follows:
4. In addition to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not
become members of said Retirement System:
a. SAFETY EMPLOYEES; AND
b. PLANNING AND TRAFFIC COMMISSION.
BE IT FURTHER RESOLVED, that.the presiding officer of the governing body of Public Agency be
and is hereby authorized, empowered, and directed to execute said amendment for and
on behalf of Public Agency.
Adopted this
24th
day of November
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY
HIEF, CONTRACT SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
RECEIVED
CITY OF ROSEMEAD
C0311 (Rev 4/92)
JAN 1 c 1993
CITY CLERK'S OFFICE
19 92 .
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
BY 22Z 4d&e,,f,. L�l is
Presiding OfWcer
C Attest'
o
Cl rk
0 0
ATTEST:
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF ROSEMEAD )
I, Janice Warner, City Clerk for the City
certify that the foregoing Resolution No.
regularly adopted by the City Council of the
regular meeting thereof held on the 24th day
the following vote:
Yes: Bruesch, Clark, Vasquez, McDonald
No: None
Absent:, Taylor
Abstain: None
/ ^dTY CLERK
E.41:4
State of California
of Rosemead, do hereby
92 -54 was duly and
City of Rosemead at a
of November, 1992, by
County of Los Angeles ) $S
City of Rosemcid )
I hereby certify the foregoing instrument is
a fall, true and c. ^.;r >;ct copy of the original
on file in this Ofice. ' . ,
In eritness roi -,eaf, I have hereunto set my
hand arid .af;�ed the zl of_, t e_ city J�f,,
Rose ead, this_55day of U : 19.7rfi
�
CiiPerk
RESOLUTION NO. 98 -17
RESOLUTION OF INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
WHEREAS, the Public Employees' Retirement Law permits the participation of public agencies
and their employees in the Public Employees' Retirement System by the execution
of a contract, and sets forth the procedure by which said public agencies may elect
to subject themselves and their employees to amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption by the
governing body of the public agency of a resolution giving notice of its intention to
approve an amendment to said contract, which resolution shall contain a summary
of the change proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide 2% @ 55 Full formula, and Section 21024
(Military Service Credit as Public Service) for local
miscellaneous members.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the above agency does
hereby give notice of intention to approve an amendment to the contract between
said public agency and the Board of Administration of the Public Employees'
Retirement System, a copy of said amendment being attached hereto, as an
"Exhibit" and by this reference made a p e eof.
t �
By_
Presiding Officer
Mayor
Title
Mav 26, 1998
Date adopted and approved
(Amendment)
CON -302 (Rev. 4/96)
�I
1
•
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF ROSEMEAD
11
I, Nancy Valderrama, City Clerk of the City of Rosemead, do hereby certify that the
foregoing Resolution No. 98 -17 being:
A RESOLUTION OF INTENTION TO APPROVE AN AMENDMENT TO
CONTRACT BETWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC
EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL OF THE CITY
OF ROSEMEAD
was duly adopted at a regular meeting of the City Council on the 26th of May, 1998, by the
following vote to wit:
AYES:
COUNCILMEMBERS:
VASQUEZ, BRUESCH, CLARK, IMPERIAL,
NOES:
COUNCILME MBERS:
TAYLOR
ABSTAIN:
COUNCILMEMBERS:
NONE
ABSENT:
COUNCILMEMBERS:
NONE
AGENDAXERTIFY
NANCY V .DERRAMA, CITY CLERK
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Actuarial and Employer Services Division
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
CERTIFICATION OF GOVERNING BODY'S ACTION
I hereby certify that the foregoing is a true and correct copy of a Resolution adopted by the
Rosemead City Council
(governing body)
City of Rosemead
(public agency)
on May 26, 1998
(date)
Clerk/Secre
City Clerk
Title
PERS- CON -12 (rev. 1/96)
of the
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SY�TEM
Actuarial and Employer Services Division
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
CERTIFICATION OF COMPLIANCE WITH
GOVERNMENT CODE SECTION 7507
I hereby certify that in accordance with Section 7507 of the Government Code the future annual
costs as determined by the System Actuary and/or the increase in retirement benefit(s) have been
made public at a public meeting of the
of the
Rosemead City Council
(public agency)
(governing body)
on May 26, 1998 which is at least two weeks prior to the adoption of the
(date)
Resolution/Ordinance.
Clerk/ ecre
City Clerk
Title
Date May 27, 1998
PERS- CON -12A (rev. 1/96)
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AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as
Board, and the governing body of above public agency, hereinafter referred to as Public Agency,
having entered into a contract effective October 12, 1992, and witnessed September 8, 1992, and
as amended effective April 9, 1993 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective
April 9, 1993, and hereby replaced by the following paragraphs numbered 1 through 1.1
inclusive:
1. All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 55 for local
miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement System from
and after October 12, 1992 making, its employees as hereinafter provided,
members of said System subject to all provisions of the Public Employees'
Retirement Law except such as apply only on election of a contracting agency and
are not provided for herein and to all amendments to, said Law hereafter enacted
except those, which by express provisions thereof, apply only on the election of a
contracting agency.
3. Employees of Public Agency in the following classes shall become members of
said Retirement System except such in each such class as are excluded by law or
this agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
0 0
4. In addition to the classes of employees excluded from membership by said
Retirement Law, the following classes of employees shall not become members of
said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION".
5. Assets heretofore accumulated with respect to members in the local retirement
system have been transferred to the Public Employees' Retirement System and
applied against the liability for prior service incurred thereunder.
6. The percentage of final compensation to be provided for each year of credited
prior and current service as a local miscellaneous member shall be determined in
accordance with Section 21354 of said Retirement Law (2% at age 55),
supplemental to Federal Social Security.
7. Public Agency elected and elects to be subject to the following optional .
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21536 (Local System Service Credit Included in Basic Death
Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service' Credit as Public Service), Statutes of
1976.
8. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with respect
to local miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment
within 60 days of date of contract to cover the costs of administering said
System as it affects the employees of Public Agency, not including the
costs of special valuations or of the periodic investigation and valuations
required by law.
.s
b. A.reasonable amount, as fixed by the Board, payable in one installment as
the occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees'
Retirement Law, and on account of the experience under the Retirement System
as determined by the periodic investigation and valuation required by said
Retirement Law.
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for any
period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on the d2-Zt day of OUJ. , 191—Ir .
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE
CITY OF ROSEMEAD
BY �GG�^ `U /�9v� i By, o
KENNETH W. MARZION, CHIEF PRVSSM CER
ACTUARIAL & EMPLOYER SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AMENDMENT
PERS - CON -702A (Rev. 8 \96)
Wittiess Date
Attest:
Clerk
0 •
=PERS
Office of Long -Tenn Care
P.O. Box 942719
Sacramento, CA 94229 -2719
(916) 326-3925; FAX (916) 326 -3905
August 5, 1998
Dear Personnel Manager:
One of the most cost effective benefits you can offer to your employees is coverage from the
CalPERS Long -Term Care Program. By offering the CalPERS Long -Term Care coverage, you
will enhance your ability to attract and keep top talent to your agency at no additional employer
cost. All of California's public employees are eligible to apply -- including members of STRS,
1937 Act Counties, UCRS and-other-retirement systems. Long -term care coverage is a great,
financial planning tool for employees of any age.
Ca1PERS Long -Term Care coverage is also available for your employees' spouses, parents, and
parents -in -law. If your employees' parents have long -term care coverage, your employees will be
much less burdened by elder care. Elder care costs employers $40 billion each year due to lost
work time. The fastest growing segment of our society is that group age 85 and older. You can
be proactive and avoid the full budgetary impact of elder care in the coming years. The concept of
long -term care is new to most employees and it needs to be explained.
During the 1998 Application Period, more than a thousand public employers just like you
introduced our not - for - profit, self-funded program to their employees and retirees. More than
100,000 public employees, retirees, and their families enrolled since the program began in
1995. It is a win -win situation for you and your employees: enhanced benefits at no additional
cost for you and access to an outstanding long -term care program for your employees.
Enclosed are two of our pamphlets about the last application period. We distributed thousands of
them to employers who requested them. We also provided worksite posters and program videos
to interested employers. All of our materials are provided at no cost to employers but they have to
reauest them.._
To learn more about a valuable program and to work with us to inform your employees of their
eligibility to apply for the CalPERS Long -Term Care Program during the next application period,
please complete the short form on the back of this letter and fax it to us today.
Enclosures
Sincerely,
>red +�e
Office of Long -Term Care
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
• 0
CALIFORNIA PUBLIIPEMPLOYEES' RETIREMENT SY &M
Actuarial and Employer Services Division
Public Agency Contract Services
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
CERTIFICATION
OF
FINAL ACTION OF GOVERNING BODY
I hereby certify that the Rosemead City Council of the
(governing body)
City of Rosemead
(public agency)
adopted on June 23, 1998 by an affirmative vote of a majority of the members of said
(date)
Governing Body, Ordinance No. 786 approving the
(Ordinance or Resolution)
attached contractual agreement between the Governing Body of said Agency and the Board of
Administration of the California Public Employees' Retirement System, a certified copy of said
Ordinance in the form furnished by said Board of Administration
(Ordinance or Resolution)
being attached hereto.
Clerk/Secretary
City Clerk
Title
Date June 24, 1998
PERS -CON -5 (Rev. 1/96)
9 0
ORDINANCE NO. 786
AN ORDINANCE OF THE CITY COUNCILOF THE
CITY OF ROSEMEAD AUTHORIZING AN
AMENDMENT TO THE CONTRACT BETWEEN
THE CITY COUNCIL OF THE CITY OF ROSEMEAD
AND THE BOARD OF ADMINISTRATION OF THE
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT
SYSTEM
THE CITY COUNCIL OF THE CITY OF ROSEMEAD DOES ORDAIN AS
FOLLOWS:
Section 1. That an amendment to the contract between the City Council of the City of
Rosemead and the Board of Administration, 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 set herein set out in full.
Section 2. The Mayor of the City of Rosemead is hereby authorized, empowered, and
directed to execute said amendment for and on behalf of said City.
Section 3. This Ordinance shall take effect thirty (30) days after the date of its
adoption.
Section 4. The City Clerk shall certify to the adoption of this Ordinance and shall cause
the same to be published in accordance with state law.
PASSED, APPROVED and ADOPTED this 23rd day of June, 1998.
ATTEST:
Q ate=
CITY CLEfK
I hereby certify that the foregoing Ordinance
No. 786 was duly adopted by the Rosemead
City Council at a regular meeting held on
the 23rd day of June, 1998, by the following
vote:
Yes: Vasquez, Bruesch, Clark, Imperial
No: Taylor; Absent: None; Abstain: None
City Cle
EXHIBIT
AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as
Board, and the governing body of above public agency, hereinafter referred to as Public Agency,
having entered into a contract effective October 12, 1992, and witnessed September 8, 1992, and
as amended effective April 9, 1993 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective
April 9, 1993, and hereby replaced by the following paragraphs numbered 1 through 11
inclusive:
All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 55 for local
miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement System from
and after October 12, 1992 making its employees as hereinafter provided,
members of said System subject to all provisions of the Public Employees'
Retirement Law except such as apply only on election of a contracting agency and
are not provided for herein and to all amendments to said Law hereafter enacted
except those, which by express provisions thereof, apply only on the election of a
contracting agency.
3. Employees of Public Agency in the following classes shall become members of
said Retirement System except such in each such class as are excluded by law or
this agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
PLEASE DO NOT SIGN "EXHIBIT ONLY"
4. In addition to the classes of employees excluded from membership by said
Retirement Law, the following classes of employees shall not become members of
said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
5. Assets heretofore accumulated with respect to members in the local retirement
system have been transferred to the Public Employees' Retirement System and
applied against the liability for prior service incurred thereunder.
6. The percentage of final compensation to be provided for each year of credited
prior and current service as a local miscellaneous member shall be determined in
accordance with Section 21354 of said Retirement Law (2% at age 55),
supplemental to Federal Social Security.
7. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21536 (Local System Service Credit Included in Basic Death
Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service), Statutes of
1976.
8. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with respect
to local miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment
within 60 days of date of contract to cover the costs of administering said
System as it affects the employees of Public Agency, not including the
costs of special valuations or of the periodic investigation and valuations
required by law.
0
0
b. A reasonable amount, as fixed by the Board, payable in one installment as
the occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees'
Retirement Law, and on account of the experience under the Retirement System
as determined by the periodic investigation and valuation required by said
Retirement Law.
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for any
period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on the _
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMEN STEM
BY
KENNETH W. MARZION,
ACTUARIAL & EMPLOY]
PUBLIC EMPLOYEES' RT
Q
AMENDMENT
PERSLON -702A (Rev. 8 \96)
VICES DIVISION
ENT SYSTEM
day of 1 19_
CITY COUNCIL
OF THE
CITY OF ROSEMEAD G
BY
PRESIDING OFFICER
r'-r-
l
Witness Date
r.,
Attest: =
4;
Clerk
AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as
Board, and the governing body of above public agency, hereinafter referred to as Public Agency,
having entered into a contract effective October 12, 1992, and witnessed September 8, 1992, and
as amended effective April 9, 1993 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective
April 9, 1993, and hereby replaced by the following paragraphs numbered 1 through I 1
inclusive:
1. All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 55 for local
miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement System from
and after October 12, 1992 making its employees as hereinafter provided,
members of said System subject to all provisions of the Public Employees'
Retirement Law except such as apply only on election of a contracting agency and
are not provided for herein and to all amendments to said Law hereafter enacted
except those, which by express provisions thereof, apply only on the election of a
contracting agency.
3. Employees of Public Agency in the following classes shall become members of
said Retirement System except such in each such class as are excluded by law or
this agreement:
a.' Employees other than local safety members (herein referred to as local
miscellaneous members).
Cj
4. In addition to the classes of employees excluded from membership by said
Retirement Law, the following classes of employees shall not become members of
said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
5. Assets heretofore accumulated with respect to members in the local retirement
system have been transferred to the Public Employees' Retirement System and
applied against the liability for prior service incurred thereunder.
6. The percentage of final compensation to be provided for each year of credited
prior and current service as a local miscellaneous member shall be determined in
accordance with Section 21354 of said Retirement Law (2% at age 55),
supplemental to Federal Social Security.
7. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21536 (Local System Service Credit Included in Basic Death
Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service), Statutes of
1976.
8. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with respect
to local miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment
within 60 days of date of contract to cover the costs of administering said
System as it affects the employees of Public Agency, not including the
costs of special valuations or of the periodic investigation and valuations
required by law.
b. A reasonable amount, as fixed by the Board, payable in one installment as
the occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees'
Retirement Law, and on account of the experience under the Retirement System
as determined by the periodic investigation and valuation required by said
Retirement Law.
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for any,
period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on the o? %,Lt day of 191—f.
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE
CITY OF ROSEMEAD
BY B
KENNETH W. MARZION, CHIEF PR1KSfD—N0bRE10ER
ACTUARIAL & EMPLOYER SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
0, , A `f/ /59 r
Wityfess Date
Attest:
Clerk
AMENDMENT
PERS- CON -702A (Rev. 896)
1]
AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as
Board, and the governing body of above public agency, hereinafter referred to as Public Agency,
having entered into a contract effective October 12, 1992, and witnessed September 8, 1992, and
as amended effective April 9, 1993 which provides for participation of Public Agency in said
System, Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective
April 9, 1993, and hereby replaced by the following paragraphs numbered 1 through 11
inclusive:
1. All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 55 for local
miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement System from
and after October 12, 1992 making its employees as hereinafter provided,
members of said System subject to all provisions of the Public Employees'
Retirement Law except such as apply only on election of a contracting agency and
are not provided for herein and to all amendments to said Law hereafter enacted
except those, which by express provisions thereof, apply only on the election of a
contracting agency.
3. Employees of Public Agency in the following classes shall become members of
said Retirement System except such in each such class as are excluded by law or
this agreement:
a.` Employees other than local safety members (herein referred to as local
miscellaneous members).
4. In addition to the classes of employees excluded from membership by said
Retirement Law, the following classes of employees shall not become members of
said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
5. Assets heretofore accumulated with respect to members in the local retirement
system have been transferred to the Public Employees' Retirement System and
applied against the liability for prior service incurred thereunder.
6. The percentage of final compensation to be provided for each year of credited
prior and current service as a local miscellaneous member shall be determined in
accordance with Section 21354 of said Retirement Law (2% at age 55),
supplemental to Federal Social Security.
7. Public Agency elected and elects to be subject to the following optional
provisions:
a. Section 20938 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21536 (Local System Service Credit Included in Basic Death
Benefit).
C. Section 21031 (Public Service Credit for Limited Prior Service).
d. Section 21024 (Military Service Credit as Public Service), Statutes of
1976.
8. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with respect
to local miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment
within 60 days of date of contract to cover the costs of administering said
System as it affects the employees of Public Agency, not including the
costs of special valuations or of the periodic investigation and valuations
required by law.
b. A seasonable amount, as fixed by the Board, payable in one installment as
the occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees'
Retirement Law, and on account of the experience under the Retirement System
as determined by the periodic investigation and valuation required by said
Retirement Law.
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for any
period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on the o? %,Zt day of Q" , , 19y—f.
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE
CITY Of ROSEMEAD
BY B I r—,, L-- �/ bl--
KENNETH W. MARZION, CHIEF PRIKSfDI CER
ACTUARIAL & EMPLOYER SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
l� �/J�i �.,� , A `/, /i 9 P
WitWess Date
Attest:
Clerk
AMENDMENT
PERS- CON -702A (Rev. 8 \96)
0 0
JUN 23 '97 14:31 FR N/R PASADENA 818 793 28a8j 3379218 P.US
e
Amendment
RETIREMENT PLAN FOR EMPLOYEES OF
CITY OF ROSEMEAD
(the Plan)
The Plan is hereby amended as of January 1, 1997, as follows:
On page 14, in the article "Payment of Benefits', the fifth paragraph is amended
by changing the first sentence to read as follows:
°The monthly benefit payable to any participant or beneficiary may be paid in a
single lump sum payment, provided that, if such payment exceeds $3,500, then
payment shall only be made at the written election of the participant (or
beneficiary), which written election must be made on or before September
300 1997, and further provided that, if, required by federal law, the spouse of
such participant (or beneficiary) consents in writing to such payment."
This amendment only applies to those vested terminated participants who terminated
prior to January 1, 1992 and for whom no annuities were purchased with the Equitable
Life Assurance Society.
In Witness Whereof, the duly authorized representative of the employer has caused
this Amendment to be executed as of the date set forth beneath his signature.
CITY OF ROSEMEAD
0
Date:
Title:
THIS DOCUMENT IS AN IMPORTANT LEGAL INSTRUMENT WITH LEGAL AND TAX
IMPLICATIONS AND SHOULD BE REVIEWED BY THE PLAN SPONSOR'S LEGAL
COUNSEL.
JUN 23 '97 14:711 FR M/R PASADENA 818 793 2808 3079218 P.OS
O
PAYMSNT.OP BENEFITS
Any election of a benefit by a participant or beneficiary must be
in writing on a form provided by the administrator which specific-
ally effects such election. Benefit payments shall commence no
earlier than the first day of the month coinciding with or next
following the date valid election of the benefit is made, and no
later than the sixtieth (60th) day after the close of the plan year
in which the latest of the following events occurs: (1) the par-
ticipant's normal benefit qualification date, (1) the participant's
termination of service date, or (3) in the case of a death benefit,
the participant's date of death= provided, however, the participant
(or beneficiary in the case of a death benefit) has supplied all
necessary information requited to process the claim for benefits.
If a claim for benefits is not supplied within the time prescribed
Above, benefit payments shall commence within a reasonable time
after all necessary information has been supplied and the claim
approved. Payments shall be retroactive to the date they would
have commenced had all necessary information been submitted at the
earliest possible time.
Any denial of a claim for benefits shall be explained to the parti-
cipant or beneficiary in writing and such explanation shall include
(a) the specific reason or reasons for the denial, (b) specific re-
ference to the pertinent plan provisions upon which the denial is
based, (c) a description of any additional information which the
participant or beneficiary might provide in order to perfect his
claim and an explanation of why such information is necessary, and
(d) an explanation of the plan's claim review procedure.
A'ny denial of a claim for benefits may be appealed by the partici-
pant,or beneficiary, -or by his duly authorized representative, by
his filing.of a written request for a fair hearing before the ad-
ministrator. In connection with such request, the participant or
beneficiary (or his representative), may review pertinent documents
applicable to the administration of the plan, and he may submit
written comments outlining the basis of his appeal.
A request for fair hearing must be filed within sixty (60) days
after receipt of the written notice of denial of a claim. The
fair hearing shall be held and a decision rendered not later than
one hundred twenty (120) days after receipt of the request for fair
hearing.
The monthly benefit payable to any participant or beneficiary may
be paid-in a single lump sum payment, provided such payment does
not exceed thirty -five hundred dollars ($3,500). such lump
sum payment shall be calculated in accordance with the lump sum
conversion factors contained in Schedule A. Should the participant
return io service with the employer after such distribution, his
accrued benefit shall be restored upon his repayment to the fund
Page 14
me Tn T( I ❑nrf ETC i.
0
Michael L. DeMattei, F.C.A.S.
Dennis L. Graves, F.S.A.
Roger M. Hayne, F.C.A.S.
Richard B. Lord, A.C.A.S.
Michael A. McMurray, F.C.A.S.
S. Kai Petersen, F.S.A.
Donald K_ Rainey, F.C.A.S.
Craig P. Taylor, A.C.A.S.
0
MILLIMAN & ROBERTSON, INC.
Actuaries & Consultants
Internationally WOODROW MILLIMAN
11th Floor, 70 South Lake Avenue, Pasadena, California 91101 -2601
Telephone; 8181577 -1144
Faz:818/793 -2808
Mr. Donald Wagner
Assistant City Manager
City of Rosemead
8838 East Valley Boulevard
Rosemead, CA 91770
Dear Mr. Wagner:
June 17, 1997
Retirement Plan: Vested Terminations
1947 19 97 5R0 1F
I:SCI:I.t.FNCC
Wendell Milliman, F.S.A. 0976)
Stuart A. Robertson, F.S.A.
Chairman Emeritus
As requested, we have reviewed the two bids, one by Mr. Philip Kelly representing the
Hartford ($207,828) and one by Mr. Paul Kluge representing USG Annuity and Life
($216,303).
The Hartford's bid includes $10,000 for administration, which we feel is high.
Nonetheless, we would choose the Hartford, because (1) the overall bid is about
$8,000 lower than USG, (2) Hartford asked for a copy of the plan document in order to
tailor their annuity quote to the actual plan requirements, while USG did not request
any plan details, and (3) Hartford seems well experienced in providing this type of
service, as evidenced by their rapid delivery of the proposed contract. (I believe that
USG's bid does not actually meet the specifications, in that they appear to be providing
P variable annuity, and what is required is a fixed annuity.)
Department of Labor Interpretive Bulletin 95 -1 outlines some of the criteria a plan
inistrator or other fiduciary must consider in determining the "Safest Available
'lity" for retirement plan participants. Technically, this bulletin does not apply to a
\plan sponsor, such as the City of Rosemead, but it does establish a standard of
Ilich is difficult to meet for very small annuity purchases such as this transaction.
Chicago, Dallas, Denver, Hartford, Houston, Indianapolis, Irvine, Los Angeles, Milwaukee, Minneapolis, New York, Omaha,
land, ME, Portland, OR, St. Louis, Salt Lake City, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., Bermuda, Tokyo
WOODROW MILLIMAN Member Firms in Principal Cities Worldwide
Mr. Donald Wagner•
June 17, 1997
Page 2
C,
J
Milliman & Robertson does not offer any opinion about the Hartford proposal relative to
the standard of DOL Bulletin 95 -1. As a practical matter, the Hartford is a reputable
company willing to provide the annuities required. However, the selection of the
Hartford is the sole responsibility of the City of Rosemead. A full report by Milliman &
Robertson sufficient for us to offer an opinion under DOL Bulletin 95 -1 is outside the
scope of our assignment, and would add significantly to the cost of the annuities.
Please call me if you have any questions.
Sincerely,
d�.ka 4'4'�
Dennis Graves
DG/
wAword\dlg \cor\insco.doc MILLIMAN & ROBERTSON, INc
0
Michael L. DeMattei, F.C.A.S.
Dennis L. Craves, F.S.A.
Roger M. Bayne, F.C.A.S.
Richard B. Lord, A.C.A.S.
Michael A. McMurray, F.C.A.S.
S. Kai Petersen, F.S.A.
Donald K. Rainey, F.C.A.S.
Craig P. Taylor, A.C.A.S.
0
MILLIMAN & ROBERTSON, INC.
Actuaries & Consultants
Internationally WOODROW MILLIMAN
11th Floor, 70 South Lake Avenue, Pasadena, California 91101 -2601
Telephone: 818/577 -1144
Fax:818/793 -2808
Mr. Donald Wagner
Assistant City Manager
City of Rosemead
8838 East Valley Boulevard
Rosemead, CA 91770
Dear Mr. Wagner:
June 18, 1997
Retirement Plan
19.17 1997
50 5 1'
I SC Ii I. I.IiN CL
Wendell Milliman, F.S.A. (1976)
Stuart A. Robertson, F.S.A.
Chairman Emeritus
Attached is an updated tabulation of responses in connection with the 72
(was 75) vested terminations (five pages).
The first three pages list the 72 vested terminations, listing the non - annuity
terminations first, followed by the three who will definitely have annuities
purchased. The lump sums have been calculated assuming a payment date
of August 1, 1997. (The previous lump sum calculation was as of May 1,
1997.)
The fourth page reconciles the count, monthly benefit, and lump sum total
from the original 75 to the current 72.
Finally, the fifth page lists the 12 terminations from whom there has been no
response (actually, 10 with no response and two for whom the City has no
address). The City may have to purchase annuities for these individuals,
which is unfortunately more expensive than the cost of paying them their
lump sums. The purpose of column U on the fifth page is to identify the
individuals whose lump sum will not reach $3,500 even by age 65 and who,
therefore, are theoretically only entitled to a lump sum, not an annuity.
Albany, Atlanta, Boston, Chicago, Dallas, Denver, Hartford, Houston, Indianapolis, Irvine, Los Angeles, Milwaukee, Minneapolis, New York, Omaha,
Philadelphia, Phoenix, Portland, ME, Portland, OR, St. Louis, Salt Lake City, San Diego, San Francisco, Seattle, Tampa, Washington, D.C., Bermuda, Tokyo
WOODROW MILLIMAN Member Firms in Principal Cities Worldwide
Mr. Donald Wper •
June 18, 1997
Page 2
Please call me after you have reviewed the foregoing.
Sincerely,
Dennis Graves
DG/
cc: Robert Kress (w/ atts.)
MILLIMAN & ROBERTSON, INC
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w: \projects \dlg \cor\
File: VT92DG4.XLS, Sheet: Recon
3/28/97
1 of 1
A
B
C
D
E
4
5
S M A S
6
Lump Sum as of ugust 1, 99
.
7
8
o en
Lump
9
Name
Count
S (cD65
Sum
10
11
12
Total
75
,028.69
151,743
13
Salazar
1
12.98 )
(1,870
14
Net
74
,015-7
49,8 3
15
Koopman
0.26
(12,038)
16
Net
73
965.W-
3 ,8
17
Kiefer
9.
32
18
Net
72
,945.
33,303
19
Lump sum date c ange rom
20
97 to 8/1/97 (per a ow)
22283
21
Net
72
135,586
22
23
24
25
Ont
Ump SUm
26
o Birt
8/1/97
5/1/97
i erence
27
28
Chambers, H
12
592
542
0
29
Fleischman, R
12
2,672
2424
248
30
Fountaine, P
1
1,399
12 9
1 0
31
Grilalva, M
12
1,576
1444
132
3z
Hannah,
11
18
16
2
33
Hutton, S
1
1,051
-96-5-
86
34
King, G
12
302
278
24
35
au ens ayer,
,40
268
3
36
Leonard, D
11
12
11
37
Lewis L
2,6
24
2 3
38
Lopez, D
1
448
412
36
39
Malvaez, R
11
347
318
29
40
Montan, E
836
76
69
41
Phelps,
12
,006
92
82
42
Storrs, T
12
13
12
43
Street, S
1
0
402
138
44
Urquidez,
351
321
30
45
46
Subtotal
-6,-22-5
82
398
-4T
Christianson, L
10,7 3
9,828
88
4H
A
26,938
24,b
2,283
w: \projects \dlg \cor\
File: VT92DG4.XLS, Sheet: Recon
3/28/97
1 of 1
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40'1 =PERS
Contract Services Division
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (Telecommunications
Device for the Deaf)
January 27, 1993
Mr. James Troyer
Administrative Aide
City of Rosemead
8838 East Valley Road
Rosemead, CA 91770
Dear Mr. Troyer:
•
Reply to Section 220
Public Agency Contract Services
Contract Services Division
Employer Code #1595
Enclosed are two copies of the Resolution of Intention to amend the agency's contract to provide Section
20930.90 (Public Service Credit for Excluded or Limited Prior Service) for local miscellaneous members.
Also enclosed are the following required forms:
Form CON -12, Certification of Governing Body's Action.
Form CON -12A, Certification of Compliance With Government Code
Section 7507.
Form CON -11A, Sample Ordinance.
The sample Ordinance is a guide only and is included to allow sufficient time to prepare the Ordinance
for a first and final reading. The Resolution of Intention and accompanying documents should not be held
pending final reading of the Ordinance.
Government Code Section 7507 requires that the change in benefits of the proposed contract amendment
be made public at a public meeting at least two weeks prior to the adoption of the final Ordinance. The
agency is to certify compliance on the enclosed Certification of Compliance with Government Code
Section 7507.
In summary, the following documents must be returned to this office before we can forward the actual
contracts and other final documents necessary for the agency's governing body's final action. DO NOT
HOLD THESE DOCUMENTS PENDING FINAL READING OF THE ORDINANCE.
ORIGINAL SIGNATURES ARE REQUIRED
Resolution of Intention, original or certified copy.
Certification of Governing Body's Action (CON -12), original or certified copy.
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
0
0
3. Certification of Compliance with Government Code Section 7507 (CON -12A), original or certified
copy.
According to the "Anticipated Schedule of Agency Actions ", your agency plans to adopt the Resolution
of Intention on February 9, 1993. If this date is met, the earlies date the final reading of the Ordinance
may be held is February 29, 1993. Government Code Section 20460 requires a 20 day period between
the adoption of the Resolution of Intention and the final action. THERE ARE NO EXCEPTIONS TO
THIS LAW.
The effective date of this amendment may be as early as the day following the effective date of the final
action of the governing body.
If you have any questions regarding this letter or the enclosed material, please do not hesitate to contact
me at (916) 326 -3616.
Sincerely,
I
Barbara Patterson
Retirement Specialist I
Public Agency Contract Services
BP:de
Enclosures
cc: Los Angeles Area Office
CSD- CON -32 (AMENDMENT)
C0402A (Rev. 12/92)
PLEASE DO NOT SIGN %EXHfBrr O�VI1"
COPY
AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as
Board, and the governing body of above public agency, hereinafter referred to as Public Agency,
having entered into a contract effective October 12, 1992, and witnessed September 8, 1992,
which provides for participation of Public Agency in said System, Board and Public Agency
hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective
October 12, 1992, and hereby replaced by the following paragraphs numbered 1 through
11 inclusive:
1. All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 60 for local
miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement System from
and after October 12, 1992 making its employees as hereinafter provided,
members of said System subject to all provisions of the Public Employees'
Retirement Law except such as apply only on election of a contracting agency and
are not provided for herein and to all amendments to said Law hereafter enacted
except those, which by express provisions thereof, apply only on the election of
a contracting agency.
3. Employees of Public Agency in the following classes shall become members of
said Retirement System except such in each such class as are excluded by law or
this agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
4. In addition to the classes of employees excluded from membership by said
Retirement Law, the following classes of employees shall not become members
of said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
r •
PLEASE DO NOT SIGN "EXHIBIT OR&
5. Assets heretofore accumulated with respect to members in the local retirement
system have been transferred to the Public Employees' Retirement System and
applied against the liability for prior service incurred thereunder.
6. The percentage of final compensation to be provided for each year of credited
prior and current service as a local miscellaneous member shall be determined in
accordance with Section 21251.13 of said Retirement Law (2% at age 60),
supplemental to Federal Social Security.
7. Public Agency elected to be subject to the following optional provisions:
a. Section 20835.1 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21361.5 (Local System Service Credit Included in Basic Death
Benefit).
C. Section 20930.90 (Public Service Credit for Excluded or Limited Prior
Service).
8. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with respect
to local miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment
within 60 days of date of contract to cover the costs of administering said
System as it affects the employees of Public Agency, not including the
costs of special valuations or of the periodic investigation and valuations
required by law.
b. A reasonable amount, as fixed by the Board, payable in one installment
as the occasions arise, to cover the costs of special valuations on account
of employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees'
Retirement Law, and on account of the experience under the Retirement System
as determined by the periodic investigation and valuation required by said
Retirement Law.
L7
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for
any period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on . the day of
19
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENTTEM
e
BY .,30§
CHIEF, CONTRACT SERVfM DIVISION
PUBLIC EMPLOYEESTIREMENT SYSTEM
\
PERS- CON -702 (AMENDMENT)
(Rev. 10/92)
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
BY
Presiding Officer a�
Witness Date
�c� \
Attest: J ^lp
N-
;F
PLEASE DO NOT S1GN "EXHf61T 6'ki '
COPY
AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as
Board, and the governing body of above public agency, hereinafter referred to as Public Agency,
having entered into a contract effective October 12, 1992, and witnessed September 8, 1992,
which provides for participation of Public Agency in said System, Board and Public Agency
hereby agree as follows:
A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective
October 12, 1992, and hereby replaced by the following paragraphs numbered 1 through
11 inclusive:
1. All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 60 for local
miscellaneous members.
2. Public Agency shall participate in the Public Employees' Retirement System from
and after October 12, 1992 making its employees as hereinafter provided,
members of said System subject to all provisions of the Public Employees'
Retirement Law except such as apply only on election of a contracting agency and
are not provided for herein and to all amendments to said Law hereafter enacted
except those, which by express provisions thereof, apply only on the election of
a contracting agency.
3. Employees of Public Agency in the following classes shall become members of
said Retirement System except such in each such class as are excluded by law or
this agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
4. In addition to the classes of employees excluded from membership by said
Retirement Law, the following classes of employees shall not become members
of said Retirement System:
a. SAFETY EMPLOYEES; AND
b. "PLANNING AND TRAFFIC COMMISSION ".
PLEASE Db NOT SIGN 1XHIBIt -OKY'
5. Assets heretofore accumulated with respect to members in the local retirement
system have been transferred to the Public Employees' Retirement System and
applied against the liability for prior service incurred thereunder.
6. The percentage of final compensation to be provided for each year of credited
prior and current service as a local miscellaneous member shall be determined in
accordance with Section 21251.13 of said Retirement Law (2% at age 60),
supplemental to Federal Social Security.
7. Public Agency elected to be subject to the following optional provisions:
a. Section 20835.1 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21361.5 (Local System Service Credit Included in Basic Death
Benefit).
C. Section 20930.90 (Public Service Credit for Excluded or Limited Prior
Service).
8. Public Agency shall contribute to said Retirement System the contributions
determined by actuarial valuations of prior and future service liability with respect
to local miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment
within 60 days of date of contract to cover the costs of administering said
System as it affects the employees of Public Agency, not including the
costs of special valuations or of the periodic investigation and valuations
required by law.
b. A reasonable amount, as fixed by the Board, payable in one installment
as the occasions arise, to cover the costs of special valuations on account
of employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees'
Retirement Law, and on account of the experience under the Retirement System
as determined by the periodic investigation and valuation required by said
Retirement Law.
Ll
•
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for
any period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on the day of
19
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENTTEM
�t o
BY J�011
CHIEF, CONTRACT SERBS DIVISION
PUBLIC EMPLOYEESTIREMENT SYSTEM
Q
0
PERS- CON -702 (AMENDMENT)
(Rev. 10/92)
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
BY
Presiding Officer
Ay
Witness Date y
Attest:p�
Cle
THIS IS A SAMPLE J&DINANCE AND IS INTENDED TO J&USED AS A GUIDE ONLY. IT
IS INCLUDED TO AWOW YOU SUFFICIENT TIME TO PMWARE YOUR ORDINANCE
FOR A FIRST AND FINAL READING. THE RESOLUTION OF INTENTION AND
ACCOMPANYING DOCUMENTS SHOULD NOT BE HELD PENDING FINAL READING OF
THE ORDINANCE
the
ORDINANCE NO.
An Ordinance of the
City of Rosemead
City Council
of
(Name of Governing Body)
authorizing an amendment to
(Name of Public Agency)
the contract between the City Council
the City of Rosemead (Name of Governing Body)
(Name of Public Agency)
Administration of the California Public Employees' Retirement System.
The
City Council
of
and the Board of
(Name of Governing Body)
does ordain as follows:
(Name of Public Agency)
Section 1.
That an amendment to the contract between the
City Council of the City of Rosemead
(Name of Governing Body) (Name of Public Agency)
and the Board of Administration, California Public Employees' Retirement System is hereby
authorized, a copy of said amendment being attached hereto, marked Exhibit, and by such
reference made a part hereof as though herein set out in full.
the
Section 2. Mayor
The of the
City Council (Title of Presiding Officer)
is hereby authorized, empowered,
(Name of Governing Body)
and directed to execute said amendment for and on behalf of said Agency.
Section 3.
This Ordinance shall take effect 30 days after the date of its adoption,
and prior to the expiration of days from the passage thereof shall be published
at least in the
a newspaper of general circulation,
(Name of Newspaper)
published and circulated in the and
(Name of City or County)
thenceforth and thereafter the same shall be in full force and effect.
Adopted and approved this day of , 19_
Attest:
(Presiding Officer)
Clerk
PERS- CON -I IA (Amendment)
C0777 (Rev. 4/91)
•
r
RESOLUTION OF INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
OF THE
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
WHEREAS, the Public Employees' Retirement Law permits the participation of public agencies and
their employees in the Public Employees' Retirement System by the execution of a contract,
and sets forth the procedure by which said public agencies may elect to subject themselves
and their employees to amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption by the
governing body of the public agency of a resolution giving notice of its intention to approve
an amendment to said contract, which resolution shall contain a summary of the change
proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide Section 20930.90 (Public Service Credit for Excluded
or Limited Prior Service) for local miscellaneous members.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the above agency does hereby
give notice of intention to approve an amendment to the contract between 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 "Exhibit" and by this reference made a part
hereof.
m
(Date adopted and approved)
C0302 (AMENDMENT) (Rev. 6/91)
(NAME)
(TITLE)
Ret. Form 122
PUBLIC EMPLOYEEAEI'IREMENT SYSTEM •
Contract Services Division
Public Agency Contract Services
P. O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (TDD)
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)
:ity ofl Rosemead
(public agency)
on February 9, 1993
(date)
of the
rk/Secretary
City Clerk
Title
PERS- CON -12 >
C0600 (Rev. 12/92)
•S
PUBLIC EMPLOYERPLEI'IREMENT SYSTEM •
Contract Services Division
Public Agency Contract Services
P. O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (TDD)
CERTIFICATION OF COMPLIANCE WITH
GOVERNMENT CODE SECTION 7507
I hereby certify that in accordance with Section 7507 of the Government Code the future annual
costs as determined by the System Actuary and /or the increase in retirement benefit(s) have been
made public at a public meeting of the City Council
(governing body)
of the City of Rosemead
(public agency)
on February 9, 1993 which. is at least two weeks prior to the adoption of the
(date)
Resolution / Ordinance.
Date February 10, 1993
PERS- CON -12A
C0601 (Rev. 12/92)
Qt"
E'Verk/Secretary -
City Clerk
Title
0
RESOLUTION NO. 93 -07
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD.
STATING ITS INTENTION TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC
EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL OF THE
CITY OF ROSEMEAD
WHEREAS, -the Public Employees' Retirement Law permits the
participation of public agencies and their employees in the Public
Employees' Retirement System by the execution of a contract, and
sets forth the procedure by which said public agencies may elect to
subject themselves and their employees to- amendments to said Law;
and
WHEREAS, one of the steps in.the procedures to amend this
contract is the adoption by the governing body of the public agency
of a_- resolution giving notice of its intention to approve an
amendment to said contract, which resolution -shall contain a summary
of the change proposed in said contract; and
WHEREAS, the _.following is a statement of the proposed change:
To provide Section 20930.90 (Public Service Credit for
Excluded or Limited Prior Service) for local miscellaneous
members.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the
above agency does hereby give notice of intention to approve an
amendment to the contract between 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 "Exhibit" and
by this reference made a part hereof.
PASSED, APPROVED and ADOPTED this 9th
day of February, 1993.
—1�/
ATP EST: _ .- MAYOR
�! C- Lei
�,C C-P !/L'I- -cam✓
ty Clerk
I hereby certify that the foregoing Resolution No.
93 -07 was duly and regularly
adopted by the City Council of the City of Rosemead at a regular meeting thereof
held on the 9th day of February, 1993, by the following
vote:
Yes: Bruesch, Clark, Vasquez, McDonald
No: Taylor
Absent: None
- Abstain: None.
TY CLERK
Stab of California )
County of Los Angeles ) SS
k
City of Rosemead )
hereby certify the foregoing instrument is
a Pell, true and c-orrect copy of the
.. r.
original
_ - -
on file.in this office. �
..•.`r�;;`r ,
In witness whereof, I have hereunto
set- rn
hand _and affixed the al of ,the city.
mead thisk a'y`af
s
Clerk
• 0
'J
.I
RESOLUTION NO. 93 -07
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD
STATING ITS INTENTION TO APPROVE AN AMENDMENT TO CONTRACT
BETWEEN THE BOARD OF ADMINISTRATION OF THE PUBLIC
EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL OF THE
CITY OF ROSEMEAD
WHEREAS, the Public Employees' Retirement Law permits the
participation of public agencies and their employees in the Public
Employees' Retirement System by the execution of a contract, and
sets forth the procedure by which said public agencies may elect to
subject themselves and their employees to amendments to said Law;
and
WHEREAS, one of the steps in the procedures to amend this
contract is the adoption by the governing body of the public agency
of a resolution giving notice of its intention to approve an
amendment to said contract, which resolution shall contain a summary
of the change proposed in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide Section 20930.90 (Public Service Credit for
Excluded or Limited Prior Service) for local miscellaneous
members.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the
above agency does hereby give notice of intention to approve an
amendment to the contract between 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 "Exhibit" and
by this reference made a part hereof.
PASSED, APPROVED and ADOPTED this 9th day of February, 1993.
ATTEST:
MAYOR 1:7r
C'ty Clerk
I hereby certify that the foregoing Resolution No. 93 -07 was duly and regularly
adopted by the City Council of the City of Rosemead at a regular meeting thereof
held on the 9th day of February, 1993, by the following vote:
Yes: Bruesch, Clark, Vasquez, McDonald
No: Taylor
Absent: None
Abstain: None
-1
CATY CLERK
E.35:1
�
a
PUBLIC EMPLOYEES.=- "IREMENT SYSTEM
t, Contract Services Division
Public Agency Contract Services
P. O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (TDD)
CERTIFICATION
OF
FINAL ACTION OF GOVERNING BODY
I hereby certify that the City Council of the
(governing body)
City of Rosemead adopted on
(public agency)
March 9, 1993 by an affirmative vote of a majority of the members of said Governing Body,
(date)
Ordinance No. 727 approving the attached contractual agreement between
(Ordinance /Resolution)
the Governing Body of said Agency and the Board of Administration of the Public Employees' Retirement
System, a certified copy of said Ordinance No. 727 in the form furnished by said
(Ordinance or Resolution)
Board of Administration being attached hereto.
Date March 10, 1993
PERS - CON -5
C0614 (Rev. 12/92)
rk/Secretary -�
✓// City Clerk
Title
11. Contributions required of Public Agency and its employees shall be paid by
Public Agency to the Retirement System within fifteen days after the end of the
period to which said contributions refer or as may be prescribed by Board
regulation. If more or less than the correct amount of contributions is paid for
any period, proper adjustment shall be made in connection with subsequent
remittances. Adjustments on account of errors in contributions required of any
employee may be made by direct payments between the employee and the Board.
B. This amendment shall be effective on the
19
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES'. 7RETIREMENT SYSTEM
BY
CHIEF, CONTRACT SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
PERS- CON -702 (AMENDMENT)
(Rev. 10/92)
E. 34:1
day of
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
BYtict2r2.7
Presiding- icer
2 -1c -YJ
Witness Date
Attu .
� 2�
Cl
state of California )
County of Los Angeles ) SS
City of Rosemc3d ) �'
I hereby certify the foregoing oinstruumeentis
a hAl, true and cr
_'_ct copy B in
on file in this office.
In witness whereof, I have hereunto set my
hand and `affixed ih seae,_ i. of the .city o3f
Ro eadi this�day of
Ci lerk
0 •
pLEASEDO NOT SIGN "EXHIBIT ONLY"
CONTRACT COPY
Y
BETWEEN THE
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
In consideration of the covenants and agreement hereafter contained and on the part of both parties to
be kept and performed, the governing body of above public agency, hereafter referred to as "Public
Agency ", and the Board of Administration, Public Employees' Retirement System, hereafter referred
to as "Board ", hereby agree as follows:
1. All words and terms used herein which are defined in the Public Employees
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 60 for local
miscellaneous members..
2. Public Agency shall participate in the Public Employees' Retirement System from and
after making its
employees as hereinafter provided, ,members of said System subject to all provisions
of the Public Employees' Retirement Law except such as apply only on election of a t
contracting agency and are not provided for herein and to all amendments to said Law
hereafter enacted except those, which by express provisions thereof, apply only on the
election of a contracting agency.
3. Employees of Public Agency in the following classes shall become members of said
Retirement System except such in each such class as are excluded by law or this
agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
4. In addition to the classes of employees excluded from membership by said Retirement
Law, the following classes of employees shall not become members of said
Retirement System:
a. SAFETY EMPLOYEES.
5. Assets heretofore accumulated with respect to members in the local retirement system
shall be transferred to the Public Employees', Retirement System upon the effective
date of this contract and applied against the liability for prior service incurred
hereunder.
6. The percentage of final compensation to be provided for each year of credited prior
and current service as a local miscellaneous member shall be determined in
accordance with Section 21251.13 of said Retirement Law (2% at age 60),
supplemental to Federal Social Security.
Public A#ncy elected to be subject to the following optional provisions:
a. Section 20835.1 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21361.5 (Local System Service Credit Included in Basic Death
Benefit).
8. Public Agency shall contribute to said Retirement System the contributions determined
by actuarial valuations of prior and future service liability with respect to local
miscellaneous members of said Retirement System.
Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment within
60 days of date of contract to cover the costs of administering said System as
it affects the employees of Public Agency, not including the costs of special
valuations or of the periodic investigation and valuations required by law.
A reasonable amount, as fixed by the Board, payable in one installment as the
occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees' Retirement
Law, and on account of the experience under the Retirement System as determined by
the periodic investigation and valuation required by said Retirement Law.
11. Contributions required of Public Agency and its employees shall be paid by Public
Agency to the Retirement System within fifteen days after the end of the period to
which said contributions refer or as may be prescribed by Board regulation. If more
or less than the correct amount of contributions is paid for any period, proper
adjustment shall be made in connection with subsequent remittances. Adjustments on
account of errors in contributions required of any employee may be made by direct
payments between the employe*%nd the Board.
`
BOARD OF ADMINISTRATION OffCITY COUNCIL
PUBLIC EMPLOYEES' RETIREMEYSTEM OF THE
r CITY OF ROSEMEAD
BY ..U+
CHIEF, CONTRACT R'VICES DIVISION
PUBLIC EMPLOY1iRETIREMENT SYSTEM
111P
PERS- CON -702 (NEW AGENCY)
(Rev. 6/90)
`7i
Presiding Officer"
Witness Date
Attest: �4&
Clerk
�S
Public Employees' Retirem t System •
Public Agency Contract S*es
Contract Service Division
P.O. Box 94229 -2709
Sacramento, CA 94229 -2709
326 -3420
326 -3240 (Telecommunications
Device for the Deaf)
SUMMARY OF MAJOR PROVISIONS
2% ® 60 (Section 21251.13)
Local Miscellaneous Members
To be eligible for service retirement, a member must be at least age 50 and have five years of PERS-
credited service. There is no compulsory retirement age.
The monthly retirement allowance is determined by age at retirement, years of service credit, and final
compensation. The basic benefit is 2% of final compensation for each year of credited service upon
retirement at age 60. If retirement is earlier than age 60, the percentage of final compensation
decreases for each quarter year of attained age. If retirement is deferred beyond age 60, the
percentage of final compensation increases for each quarter year to age 63.
Final compensation is the average monthly rate (full -time rate excluding overtime) during the last
consecutive 36 months of employment, or 12 months if provided by the employer's contract, unless the
member designates a different period of 36 or 12 consecutive months when the average pay rate was
higher.
DISABILI'T'Y RETIREMENT
Members permanently incapacitated from performing their duties are eligible for disability retirement
provided they have at least five years service credit. The monthly retirement allowance is 1.8% of
final compensation for each year of service. The maximum percentage for members who have between
10.000 and 18.518 years of service credit is one -third of their final compensation. The disability
retirement allowance for members under age 60 cannot be more than what the service retirement would
be at age 60. If the member is eligible for service retirement and age 60 or older, the dollar amount is
the same for disability retirement as payable for a service retirement. If provided by the employer's
contract, the benefit would be a minimum of 30% of final compensation for five years of service credit
plus I% for each additional year of service to a maximum benefit of 50% of final compensation.
iWillklm • . rr -4
If provided by the employer's contract, members permanently incapacitated from performing their
duties as a result of a job - related injury or illness may receive 50% of their final compensation (or
more by additional contract provisions). The industrial disability retirement allowance for members
who entered membership in a miscellaneous category after January 1, 1980, cannot exceed the amount
that would be payable for service retirement if employment had continued to age 63. This limit may
not apply if the member was disabled because of a direct violent act upon their person or as a result of
hazardous and dangerous duty retired for the position. If the member is eligible for service retirement,
the service retirement allowance is payable if greater than the industrial disability retirement allowance.
CSD -CON - 4
C10027 (Rev. 6/92)
0
: 11c_ 31_ • : r.
•
Basic Death Benefit This benefit is a refund of the member's contributions plus interest and
up to six month's pay (one month's salary rate for each year of current service to a
maximum of six months).
1957 Survivor Benefit An eligible beneficiary may elect to receive either the Basic Death
Benefit or the 1957 Survivor Benefit. The 1957 Survivor Benefit provides a monthly
allowance equal to one half of the highest service retirement allowance the member would
have received had he /she retired on the date of death. The 1957 Survivor Benefit is
payable to the surviving spouse until death or remarriage or to eligible unmarried children
until age 18.
1959 Survivor Benefits (If provided by the employer's contract and the member is not covered
under social security). A surviving spouse and eligible children may receive a monthly
allowance as determined by the level of coverage. This benefit is payable in addition to the
Basic Death Benefit of 1957 Survivor Benefit. Children are eligible if under age 22 and
unmarried.
The lump sum death benefit is $500 (or 5600 if provided by employer's contract) regardless of
the retirement plan chosen by the member at the time of retirement.
IM_'��1►: y• • ul' • u
Members who have separated from employment may elect to leave their contributions on deposit with
the System or request a refund of contributions and interest. Those who leave their contribution on
deposit may apply at a later date for a monthly retirement allowance if the minimum service and age
requirements are met. Members who request a refund of their contributions, terminate their
membership and are not eligible for any future benefits unless they return to PERS membership.
Miscellaneous members contribute 7% of the gross monthly earnings, exclusive of overtime. Those
covered under a Modified formula (coordinated with Social Security) do not contribute on the first
$133.33 earned.
The employer also contributes toward the cost of the benefits. The amount contributed by the
employer for current service retirement benefits generally exceeds the cost to the employee. In
addition, the employer bears the entire cost of prior service benefits (service prior to contract date).
All employer contribution rates are subject to adjustment by the Board of Administration.
CSD -CON - 4
C10027 (Rev. 6/92)
=PERS
Contract Services Division
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (Telecommunications
Device for the Deaf)
August 4, 1992
Mr. James Troyer
Administrative Aide
City of Rosemead
8838 E. Valley Boulevard
Rosemead, CA 91770
Dear Mr. Troyer:
0
Reply to Section 220
Public Agency Contract Services
Contract Services Division
Enclosed are two copies of the Resolution of Intention for adoption by the governing body declaring
your agency's intent to enter into a contract to provide 2% @ 60 Supplemental formula; Section
20835. 1 (Limit Prior Service to Members Employed on Contract Date); and Section 21361.5 (Local
System Service Credit Included in Basic Death Benefit) for local miscellaneous members.
Also enclosed are the following required forms:
1. Form CON -12, Certification of Governing Body's Action.
2. Form CON -12A, Certification of Compliance With Government Code
Section 7507.
3. New Member Ballot.
4. Summary of Major Provisions (2% ® 60 Formula).
5. Local System Ballot.
6. Form CON -15LS, Certification of Employee Election.
Form CON -11, Sample Ordinance.
The sample Ordinance is a guide only and is included to allow you sufficient time to prepare your
Ordinance for a first and final reading.
After the governing body has adopted the enclosed Resolution declaring its intention to enter into a
contract, an election is required to permit the employees proposed to be included in this system to
express by secret ballot their approval or disapproval of the retirement proposal, pursuant to
Government Code section 20457. A ballot for the employees' election is enclosed. The results of the
election are to be certified on the enclosed Form CON -15LS, Certification of Employee Election.
The contract shall not be approved if a majority of the affected members vote to disapprove the
proposed plan.
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
• •
A second election must be conducted 2 y among the employees who are members of your local
retirement plan. The enclosed Local System Ballot is to be distributed to all employees who are
members of the local plan to complete and sign. The results of this election are also certified on the
enclosed Form CON- 15LS, Certification of Employee Election. Two - thirds of the employees must
vote to approve the proposed contract.
The employer rate for local miscellaneous members will be 13.730%, (6.969%. until June 30, 2011
on account of the liability for prior service benefits; 6.761 % until June 30, 2022 on account of the
liability for current service benefits).
Estimate the miscellaneous payroll for the next twelve months and multiply by 13.730% to compute
the total annual cost. As your contract reads, the employer rate is subject to change with future
amendments and /or experience and other factors.
Government Code Section 7507 requires that the cost implications of the proposed contract be made
public at a public meeting at least two weeks prior to the adoption of the final Ordinance. The
agency is to certify compliance on the enclosed Form CON -12A, Certification of Compliance with
Government Code Section 7507.
Please note the miscellaneous member contribution rate will be 7% of member earnings exclusive of
overtime.
In summary, the following documents must be returned to this office before we can forward the actual
contracts and other final documents necessary for the agency's governing body's final action. DO
NOT HOLD THESE DOCUMENTS PENDING FINAL READING OF THE ORDINANCE.
ORIGINAL SIGNATURES ARE REQUIRED
1. Resolution of Intention (with attached Exhibit), original or certified copy.
2. Certification of Governing Body's Action (CON -12), original or
certified copy.
3. Certification of Compliance With Government Code Section 7507
(CON -12A), original or certified copy.
4. Certification of Employee Election (Form CON- 15LS).
0
0
According to the "Anticipated Schedule of Agency Actions ", your agency plans to adopt the
Resolution of Intention on August 11, 1992. If this date is met, the earliest date the final reading of
the Ordinance may be held is August 31, 1992. Government Code section 20460 requires a 20 day
period between the adoption of the Resolution of Intention and the final action. THERE ARE NO
EXCEPTIONS TO THIS LAW.
The effective date of the contract cannot be earlier than the first day of a payroll period following the
effective date of the final action of the governing body.
The enclosed executed copy of the valuation contract is returned for your files.
If you have any questions regarding this letter or the enclosed material, please do not hesitate to
contact me at (916) 326 -3615 or Marlene Johnson at (916) 326 -3618.
Sincerely,
Cynthia L. Wiegman, Retirement Specialist
Public Agency Contract Services
Contract Services Division
CLW /MJ:de
Enclosures
cc: Los Angeles Area Office
CSD- CON -33 (NEW AGENCY)
C0402N (Rev. 3/91)
THIS IS A SAMPLE AINANCE AND IS INTENDED TO B *SED AS A GUIDE ONLY.
IT IS INCLUDED TO ALLOW YOU SUFFICIENT TIME TO PREPARE YOUR ORDINANCE
FOR A FIRST AND FINAL READING. THE RESOLUTION OF INTENTION AND
ACCOMPANYING DOCUMENTS SHOULD NOT BE HELD PENDING FINAL READING OF
THE ORDINANCE
ORDINANCE NO.
An Ordinance of the
the
(Name of Governing Body)
(Name of Public Agency)
contract between the of
(Name of Governing Body)
the and the Board of Administration
of
(Name of Public Agency)
of the California Public Employees' Retirement System.
The of the
(Name of Governing Body) (Name of Public Agency)
does ordain as follows:
Section 1. That a Contract between the
(Name of Governing Body)
of the and the Board of Administration,
(Name of Public Agency)
California Public Employees' Retirement System is hereby authorized, a copy of said contract being
attached hereto, marked Exhibit, and by such reference made a part hereof as though herein set out in
full.
Section 2 The
(Title of Presiding Officer)
the is hereby authorized, empowered,
(Name of Governing Body)
directed to execute said contract for and on behalf of said Agency.
Section 3.
and
of
This Ordinance shall take effect days after the date of its
adoption, and prior to the expiration of days from the passage thereof shall be published at
least in the
a newspaper of general circulation,
(Name of Newspaper)
published and circulated in the and
(Name of City or County)
thenceforth and thereafter the same shall be in full force and effect. .
Adopted and approved this day of , 19
Attest:
(Presiding Officer)
Clerk
PERS - CON -11 (Contract)
C0778 (Rev. 4/91)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Yes
Local Retirement Plan to No
the Public Employees'
Retirement
C10021
(Rev. 6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
9
ORDINANCE NO. 709
0
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD
AUTHORIZING A CONTRACT BETWEEN THE CITY COUNCIL OF THE CITY
OF ROSEMEAD AND THE BOARD OF ADMINISTRATION OF THE
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
The City Council of the City of Rosemead does ordain as follows:
Section 1. That a contract between the City Council of the City
of Rosemead and the Board of Administration, California Public
Employees' Retirement System is hereby authorized, a copy of said
contract 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 Rosemead is hereby
authorized, empowered, and directed to execute said contract for and
on behalf of said Agency.
Section 3. This Ordinance shall take effect 30 days after the
date of its adoption, and prior to the expiration of 15 days from
the passage thereof shall be published at least once in the Rosemead
Progress, a newspaper of general circulation published in the City
of South Gate and circulated in the City of Rosemead and thenceforth
and thereafter the same shall be in full force and effect.
PASSED, APPROVED and ADOPTED this 8th day of
1992.
ATTEST:
C
City Clerk
MAYOR
September
I hereby certify that the foregoing Ordinance No. 709 was introduced at a regular
meeting of the City Council of the City of Rosemead held on the 25th day of August,
1992, and was duly adopted by said City Council at their regular meeting held on
the 8th day of September, 1992, by the following vote;
Yes: Bruesch, Taylor, Clark, Vasquez, McDonald
No: None
Absent: None
Abstain: None
,CITY CLERK
1
PLEASE DO NOT SIGN "EXHIBIT ONL• Y'
CONTRACT
BETWEEN THE
BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL
OF THE
CITY OF ROSEMEAD
COPY
In consideration of the covenants and agreement hereafter contained and on the part of both parties to
be kept and performed, the governing body of above public agency, hereafter referred to as "Public
Agency ", and the Board of Administration, Public Employees' Retirement System, hereafter referred
to as "Board ", hereby agree as follows:
All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 60 for local
miscellaneous members.
Public Agency shall participate in the Public Employees' Retirement System from and
after making its
employees as hereinafter provided, members of said System subject to all provisions
of the Public Employees' Retirement Law except such as apply only on election of a
contracting agency and are not provided for herein and to all amendments to said Law
hereafter enacted except those, which by express provisions thereof, apply only on the
election of a contracting agency.
Employees of Public Agency in the following classes shall become members of said
Retirement System except such in each such class as are excluded by law or this
agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
4. In addition to the classes of employees excluded from membership by said Retirement
Law, the following classes of employees shall not become members of said
Retirement System:
a. SAFETY EMPLOYEES.
5. Assets heretofore accumulated with respect to members in the local retirement system
shall be transferred to the Public Employees' Retirement System upon the effective
date of this contract and applied against the liability for prior service incurred
hereunder.
6. The percentage of final compensation to be provided for each year of credited prior
and current service as a local miscellaneous member shall be determined in
accordance with Section 21251.13 of said Retirement Law (2% at age 60),
supplemental to Federal Social Security.
EXHIBIT "A"
7. Public Alicy elected to be subject to the following•ional provisions:
Section 20835.1 (Limit Prior Service to Members Employed on Contract
Date).
Section 21361.5 (Local System Service Credit Included in Basic Death
Benefit).
8. Public Agency shall contribute to said Retirement System the contributions determined
by actuarial valuations of prior and future service liability with respect to local
miscellaneous members of said Retirement System.
Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment within
60 days of date of contract to cover the costs of administering said System as
it affects the employees of Public Agency, not including the costs of special
valuations or of the periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one installment as the
occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees' Retirement
Law, and on account of the experience under the Retirement System as determined by
the periodic investigation and valuation required by said Retirement Law.
H. Contributions required of Public Agency and its employees shall be paid by Public
Agency to the Retirement System within fifteen days after the end of the period to
which said contributions refer or as may be prescribed by Board regulation. If more
or less than the correct amount of contributions is paid for any period, proper
adjustment shall be made in connection with subsequent remittances. Adjustments on
account of errors in contributions required of any employee may be made by direct
payments between the employe fend the Board.
BOARD OF ADMINISTRATION Off` CITY COUNCIL
PUBLIC EMPLOYEES' RETIRErYSTEM
BY G�
CHIEF, CONTRACT RVICES DIVISION
PUBLIC EMPLOY RETIREMENT SYSTEM
PERS- CON -702 (NEW AGENCY)
(Rev. 6/90)
OF THE
CITY OF ROSEMEAD
Presiding Officer Cr
Witness Date
Attest:
_4P
Clerk �4
�S
CONTRACT RECEIVED
BETWEEN THE CITY OF ROSEMEAD
BOARD OF ADMINISTRATION ULU 10 1992
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AND THE
CITY COUNCIL CITY CLERK'S OFFICE
OF THE
CITY OF ROSEMEAD
In consideration of the covenants and agreement hereafter contained and on the part of both parties to
be kept and performed, the governing body of above public agency, hereafter referred to as "Public
Agency ", and the Board of Administration, Public Employees' Retirement System, hereafter referred
to as "Board ", hereby agree as follows:
All words and terms used herein which are defined in the Public Employees'
Retirement Law shall have the meaning as defined therein unless otherwise
specifically provided. "Normal retirement age" shall mean age 60 for local
miscellaneous members.
Public Agency shall participate in the Public Employees' Retirement System from and
after or t" /,-;:?, /l/y'a making its
employees as hereinafter provided, members of said System subject to all provisions
of the Public Employees' Retirement Law except such as apply only on election of a
contracting agency and are not provided for herein and to all amendments to said Law
hereafter enacted except those, which by express provisions thereof, apply only on the
election of a contracting agency.
Employees of Public Agency in the following classes shall become members of said
Retirement System except such in each such class as are excluded by law or this
agreement:
a. Employees other than local safety members (herein referred to as local
miscellaneous members).
4. In addition to the classes of employees excluded from membership by said Retirement
Law, the following classes of employees shall not become members of said
Retirement System:
a. SAFETY EMPLOYEES.
Assets heretofore accumulated with respect to members in the local retirement system
shall be transferred to the Public Employees' Retirement System upon the effective
date of this contract and applied against the liability for prior service incurred
hereunder.
6. The percentage of final compensation to be provided for each year of credited prior
and current service as a local miscellaneous member shall be determined in
accordance with Section 21251.13 of said Retirement Law (2% at age 60),
supplemental to Federal Social Security.
7. Publicf ency elected to be subject to the following optional provisions:
a. Section 20835.1 (Limit Prior Service to Members Employed on Contract
Date).
b. Section 21361.5 (Local System Service Credit Included in Basic Death
Benefit).
8. Public Agency shall contribute to said Retirement System the contributions determined
by actuarial valuations of prior and future service liability with respect to local
miscellaneous members of said Retirement System.
9. Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one installment within
60 days of date of contract to cover the costs of administering said System as
it affects the employees of Public Agency, not including the costs of special
valuations or of the periodic investigation and valuations required by law.
b. A reasonable amount, as fixed by the Board, payable in one installment as the
occasions arise, to cover the costs of special valuations on account of
employees of Public Agency, and costs of the periodic investigation and
valuations required by law.
10. Contributions required of Public Agency and its employees shall be subject to
adjustment by Board on account of amendments to the Public Employees' Retirement
Law, and on account of the experience under the Retirement System as determined by
the periodic investigation and valuation required by said Retirement Law.
11. Contributions required of Public Agency and its employees shall be paid by Public
Agency to the Retirement System within fifteen days after the end of the period to
which said contributions refer or as may be prescribed by Board regulation. If more
or less than the correct amount of contributions is paid for any period, proper
adjustment shall be made in connection with subsequent remittances. Adjustments on
account of errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF THE
CITY °OFFyROSEMEAD
BY BY
CHIEF, CONTRACT SERVICES DIVISION Presiding Q fficer
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Witness Date
Attest:
Cl
PERS- CON -702 (NEW AGENCY)
(Rev. 6/90)
0 9
Cl
TALLY SHEET
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above
become members of the Public
Fmnlnvees' Retirement SvstPm7
C10025 (New Agency)
(Rev. (6/89)
No
l
n
u
1-1
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public J No
Emnlovees' Retirement Svstem? �°%C:5
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Ye:
become members of the Public No
C10025 (New Agency)
(Rev. (6/89)
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
• 0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
LJ
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Ye
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above
become members of the Public
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
Yes
No
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees x
of the Public Agency named above Yes /
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6189)
11
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees v
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6189)
•
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
E
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees /
of the Public Agency named above Yes (/
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
•
r]
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes I/
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
i
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes V
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
•
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above
become members of the Public
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
Yes
No
9
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees /
of the Public Agency named above Yes y
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Ye
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees /
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
E
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes V
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
11
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Ye
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees /
of the Public Agency named above Yes t/
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
F
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above
become members of the Public
C10025 (New Agency)
(Rev. (6/89)
Ll
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Ye
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above Ye
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
0
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees /
of the Public Agency named above Yes
become members of the Public No
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
0
•
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
NEW MEMBER BALLOT
For use by the local miscellaneous employees of the City of Rosemead to determine their approval
or disapproval of the proposal of said agency's governing body to enter into contract with the Board of
Administration of the Public Employees' Retirement System to include all eligible miscellaneous employees
in the Public Employees' Retirement System as outlined in the attached Summary of Major Provisions.
Shall the designated employees
of the Public Agency named above
become members of the Public
Employees' Retirement System?
C10025 (New Agency)
(Rev. (6/89)
.Yes V
No
• 0
0
0
TALLY SHEET
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C 10021
(Rev. 6/89)
Yes
No
75 0
•
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye.
Local Retirement Plan to No
the Public Employees'
Retirement
System ?_
C10021
(Rev. 6/89)
•
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency /
named above transfer the Yes V
Local Retirement Plan to No
the Public Employees'
Retirement
C10021
(Rev. 6/89)
0 1 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
matt ate puottc agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes x
No
•
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes
No
•
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes
No
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency /
named above transfer the Yes (/
Local Retirement Plan to No
the Public Employees'
Retirement
C10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes
No
0. •
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes
No
• 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye:
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Yes
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
C10021
(Rev. 6/89)
Yes
No
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes
No
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye!
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C 10021
(Rev. 6/89)
Yes x
No
i
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C 10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes �z
J
No
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
C10021
(Rev. 6/89)
Yes
No
A 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Yes
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C 10021
(Rev. 6/89)
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System ?_
C10021
(Rev. 6/89)
Yes L/
No
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency /
named above transfer the Yes V
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye!
Local Retirement Plan to No
the Public Employees'
Retirement
System ?_
C10021
(Rev. 6/89)
• •
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Yes
Local Retirement Plan to No
the Public Employees'
Retirement
C10021
(Rev. 6/89)
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
C 10021
(Rev. 6/89)
( Y�
No
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Yes Xi
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
9
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the Ye:
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
c� ry of jzoSEM C'p
Yes X,
No
0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C 10021
(Rev. 6/89)
No
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
C10021
(Rev. 6/89)
Yes
No
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520. .
Shall the public agency /
named above transfer the Yes
Local Retirement Plan to No
the Public Employees'
Retirement
C10021
(Rev. 6/89)
0 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the
Local Retirement Plan to
the Public Employees'
Retirement
System?
C10021
(Rev. 6/89)
Yes t/
No
9 0
LOCAL SYSTEM BALLOT
For use by employees in the Local Retirement Plan of the City of Rosemead to determine their
approval or disapproval of the proposal of said agency's governing body to transfer the Local
Retirement Plan to the Public Employees' Retirement System pursuant to Government Code Sections
20458 and 20520.
Shall the public agency
named above transfer the (Yes/{/
Local Retirement Plan to No
the Public Employees'
Retirement
System?
C 10021
(Rev. 6/89)
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
PUBLIC AGENCY CONTRACT SERVICES
CONTRACT OFFICE, SECTION 220
POST OFFICE BOX 942709
SACRAMENTO, CA 94229 -2709
(916) 326 -3420
326 -3240 (Telecommunication Device
for the Deaf - Interpreter)
CERTIFICATION OF EMPLOYEE ELECTIONS
I hereby certify:
That the following employees of the City of Rosemead have expressed their approval or disapproval of
the Agency's participation in the Public Employees' Retirement System on the basis described in the
Resolution of Intention passed by said Agency's Governing Body on August 11, 1992 in
such manner as to permit each employee to separately and secretly express his choice and that the
outcome of such election was as follows:
Number of
Number of votes
Number of votes
employees eligible
approving said
disaproving said
to -vote
participation
participation
Local Miscellaneous
Members as defined
in Gov't Code
Section 20018 35 33 0
With respect to all employees of the Local Retirement Plan.
a. All Miscellaneous 35
Employees
PERS- CON -I5LS
C10016 (Rev. 8/91)
33
J
i
(Clerk or Secretary)
August 19, 1992
(Date)
.=EPERS
Contract Services Division
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (Telecommunications
Device for the Deaf)
I hereby certify:
the
•
Reply to Section 220
Public Agency Contract Services
Contract Services Division.
CERTIFICATION
OF
FINAL ACTION OF GOVERNING BODY
DATE: 9 -9 -92
That the City Council of
(Governing Body)
City of Rosemead
(Public Agency)
on September 8. 1992 by an affirmative vote of a majority of the
(Date)
members of said' Governing Body,
Ordinance
(Ordinance or Resolution)
No. 709
approving the attached contractual agreement between the Governing Body of said Agency
and the Board of Administration of the Public Employees' Retirement System, a certified
copy of said Ordinance No. 709 in the form furnished by
(Ordinance or Resolution)
said Board of Administration being attached hereto.
PERS -CON -5
C0614 (Rev. 12/91)
(Clerk or -&may)
City of Rosemead
(Public Agency)
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
.=ffPERS 4
Contract Services Division
P.O. Box 942709
Sacramento, CA 94229 -2709
(916) 326 -3420
(916) 326 -3240 (Telecommunications
Device for the Deaf)
August 26, 1992
Mr. James Troyer
Administrative Aide
City of Rosemead
8838 East Valley Boulevard
Rosemead, CA 91770
Dear Mr. Troyer:
Reply to Section 220
Public Agency Contract Services
Contract Services Division
We have received the Resolution of Intention adopted by the governing body for participation in the
Public Employees' Retirement System. Enclosed are the following documents necessary to complete
the proposed contract.
1. Contract.
2. Certification of Final Action of Governing Body, (Form CON -5).
3. Personnel employed on contract date (Employee Data, Form CON - 10/20).
Your agency adopted the Resolution of Intention on August 11, 1992. Therefore, the earliest date the
final reading of the Ordinance may be held is August 31, 1992, pursuant to Government Code Section
20460. THERE ARE NO EXCEPTIONS TO THIS LAW.
We direct your attention to the fact that:
1. Paragraph 2 of the contract requires the insertion of the effective date. This date
cannot be earlier than the first day of a payroll period following the effective date of
the Ordinance.
All full -time and qualifying part -time employees (except those excluded by the
contract) must become members on the effective date of the contract.
The transfer of your retirement plan assets should be directed to PERS, Fiscal Services Division,
P.O. Box 942703, Sacramento CA 94229 -2703. Please identify it as a local system transfer of
employer contributions towards prior service liability.
It has been noted that your agency uses a bi- weekly pay period. If this information is not accurate,
please notify this office. Accuracy and promptness in reporting payroll is necessary to avoid potential
penalties.
California Public Employees' Retirement System
Lincoln Plaza - 400 P Street - Sacramento, CA 95814
j
E
Please be sure to notify your accounting office that as of the effective date of the contract, the local
miscellaneous member contribution rate will be 7% of gross salary exclusive of overtime; the
employer contribution rate will be 13.7300 for local miscellaneous members. NOTE: The employer
contribution rate will be reduced by 0.548% for every $100,000 transferred to the employer account.
The following documents must be returned to this office. ORIGINAL SIGNATURES ARE
REQUIRED ON ALL DOCUMENTS.
1. Contract, two original executed sets.
2. Ordinance, original or certified copy.
3. Certification of Final Action of Governing Body (Form CON -5), original or certified
COPY.
4. Employee Data (CON- 10/20).
5. The name and title to whom the payroll reporting and membership
material should be directed.
6. Certification of Governing Body's Action (CON -12), original or certified copy.
7. Certification of Compliance with Government Code Section 7507 CON -12A), original
or certified copy.
8. Certification of Employee Election (Form CON- 151-S).
A copy of the contract will be returned for your records after it has been executed by PERS.
If you have any questions, please do not hesitate to contact me at (916) 326 -3615 or Marlene Johnson
at (916) 326 -3618.
Sincerely,
Cy is L. Wiegman, Retirement Specialist
Public Agency Contract Services
Contract Services Division
CLW /MJ:de
Enclosures
cc: Los Angeles Area Office
Employer Services
Field Services Division
CSD- CON-47 (NEW AGENCY)
C0405 (Rev. 10/90)
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PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Public Agency Contract Services
Contract Services Division - Section 220
Post Office Box 942709
Sacramento, CA 94229 -2709
Telephone (916) 326 -3420
326 -3240 (Telecommunications
Device for the Deaf)
0
CERTIFICATION OF COMPLIANCE WITH
GOVERNMENT CODE SECTION 7507
I hereby certify that in accordance with Section 7507 of the Government Code the future annual costs
as determined by the System Actuary and /or the increase in retirement benefit(s) have been made
publ ic at a publ ic meeting of th e City Council
(governing body)
of
the City of Rosemead
(public agency)
at least two weeks prior to the adoption of the final Ordinance /Resolution.
Date
9 -9 -92
original signature
City Clerk
official title
CSD- CON -12A (Rev. 4/92)
C0601
J
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
PUBLIC AGENCY CONTRACT SERVICES
CONTRACT OFFICE, SECTION 220
POST OFFICE BOX 942709
SACRAMENTO, CA 94229 -2709
(916) 326 -3420
326 -3240 (Telecommunication Device
for the Deaf - Interpreter)
I hereby certify:
CERTIFICATION OF EMPLOYEE ELECTIONS
That the following employees of the City of Rosemead have expressed their approval or disapproval of
the Agency's participation in the Public Employees' Retirement System on the basis described in the
Resolution of Intention passed by said Agency's Governing Body on August 11, 1992 in
such manner as to permit each employee to separately and secretly express his choice and that the
outcome of such election was as follows:
Number of Number of votes Number of votes
employees eligible approving said disaproving said
to vote participation participation
Local Miscellaneous
Members as defined
in Gov't Code
Section 20018 35 33 0
With respect to all employees of the Local Retirement Plan.
a. All Miscellaneous 35 33 0
Employees
Note: Two employees
did not return
absentee ballots
PERS - CON -I5LS
C10016 (Rev. 8/91)
/J (Clerk or Secretary)
i
August 19, 1992
(Date)
I
E
TO: JANICEiWARNER, CITY CLERK
FROM: JAMES TROYER, ADMINISTRATIVE AIDE
DATE: SEPTEMBER 2, 1992
RE: PERS DOCUMENTATION
I have spoken with Marlene Johnson in the Sacramento office of PERS.
The following documents are required to be sent back to PERS to allow
the City to become certified in the retirement plan.
1. Final Ordinance llilZG�h e;
2. Two original copies of the contract
3. Certification
4. Certification
5. Certification
If you do not have
arrangements to ob
of final action (form Con -5) / .
of governing body (form Con- 12,and form Con -12A4--'�
of Employee Election (form 15LS).
these documents, please notify me so I can make
:ain them.