HomeMy WebLinkAboutResolution 2011-53 and 2011-54 - Palm Desert Employees Organization Memorandum of Understanding and Related ActionsCITY OF PALM DESERT
HUMAN RESOURCES DEPARTMENT
STAFF REPORT
REQUEST: Approve the successor Memorandum of Understanding between
the City of Palm Desert and the Palm Desert Employees
Organization (PDEO)
SUBMITTED BY: Lori Carney, Human Resources Manager
DATE: June 23, 2011
CONTENTS: PDEO Memorandum of Understanding — June 2011 to June 30,
2014
Resolution No?o11-53, Notice of Intent to amend the City's contract
with CaIPERS to create a second tier of benefits
Resolution No 011-54modifying the amount employees contribute
to CalPERS
Recommendation:
By Minute Motion: Approve the Memorandum of Understanding between the City
of Palm Desert and the Palm Desert Employees Organization dated
June 23, 2011, and apply the terms and conditions therein to all employees.
Waive further reading and adopt Resolution No.2011-53 , Notice of Intent to
Amend the City's contract with CalPERS to create a second tier of benefits.
Waive further reading and adopt Resolution No. 2011-54 , modifying the amount
employees contribute to CalPERS.
Executive Summary:
The last M.O.U. between the City and the PDEO was adopted in 2008 and
expired May 31, 2011. In accordance with the Myers Millias Brown Act the City
Manager and his team have been in negotiations with the PDEO on the terms
and conditions of a successor M.O.U. since April 2011. The M.O.U. presented
Staff Report
Approve PDEO MOU June 2011 to June 2014
June 23, 2011
Page 2 of 4
herein represents the culmination of those negotiations and has been ratified by
the general membership of the employee's organization.
Background:
The City has faced significant budget constraints due to the general economic
slowdown and subsequent decline in revenue. In response, over the last three
years the City has undertaken aggressive measures to reduce expenditures
associated with employees, including:
• Instituting a hiring freezing in January 2009;
Reducing staff by 25% through early retirement, layoff and attrition; and
• Deferring a Cost of Living Adjustment contracted for July 1, 2010.
These measures have allowed the City to reduce overall employee salary and
benefits costs by nearly $4,000,000 annually, despite market increases in health
care and pension costs. Savings in Employee costs combined with other cost
cutting measures have helped the City continue to pass balanced budgets and
build reserves each year despite the national economic downturn.
The City Manager identified employee pensions as an additional area where
significant savings could be realized and focused on this in negotiations with the
PDEO. The management team met with the PDEO Board numerous times to
explain the City's budget constraints, discuss employee concerns and meet and
confer in good faith in accordance with the Myers Millias Brown Act.
The result of negotiations is an agreement under which the City realizes two
important goals:
• Increased employee contributions to CalPERS, with employees paying the
full employee portion in 2012; and
• A reduced pension formula of 2% @ 55 for new employees.
These changes will result in immediate savings of approximately $360,000 in the
first year of the M.O.U. and increasingly significant savings, forecast as at least
$800,000 annually in future years. The reduced pension formula will result in
increasing savings each year, potentially saving the City millions of dollars in
pension costs.
Staff Report
Approve PDEO MOU June 2011 to June 2014
June 23, 2011
Page 3 of 4
The major changes in the terms of the agreement are as follows:
• Creation of a second tier of pension benefits for employees hired after
September 1, 2011. These employees will be hired under a pension
formula of 2% @ 55, with three-year final compensation and excluding
part-time employees;
• Employees will increase their contribution to CalPERS pension costs by
3% of salary which will result in an employee payroll deduction of 4% for
FY 2011 /2012;
• On July 1, 2012, employees will begin contributing the balance of the
employee share of CalPERS, resulting in an 8% payroll deduction for
employees hired before September 1, 2011, and a 7% deduction for those
in the 2"d Tier;
• On July 1, 2011, employees will receive the Cost of Living Adjustment
agreed to in Amendment 1 of the 2008 — 2011 MOU;
• On July 1, 2012, salaries will be adjusted by 4%, which will be coupled
with an increase in employee contributions to CalPERS and therefore will
not result in increased salary costs;
• On July 1, 2013, salaries will be adjusted by the change in the Consumer
Price Index for the prior year, with a maximum of 4% (a 1 % decrease in
the maximum possible COLA); and
• In the fall of 2013 City Management and the PDEO will begin to meet and
confer over the impacts of the 2014 health care premiums and discuss
potential cost sharing or other changes.
These terms have been incorporated into the attached Memorandum of
Understanding, which has been ratified the by the PDEO general membership.
The vote was overwhelmingly in favor, with 49 voting in favor and 13 voting
against.
Staff Report
Approve PDEO MOU June 2011 to June 2014
June 23, 2011
Page 4 of 4
If approved, this Memorandum of Understanding will remain in place through
June 30, 2014.
Resolutions
CalPERS requires that the following resolutions be adopted in order to amend
the City's contract and carry out the terms of the MOU.
• Adopt Resolution of Intent to Amend CalPERS Contract. This resolution is
necessary to begin the process of amending the City's contract with
CalPERS to create a 2"d tier of benefits for new employees.
• Resolution for Paying and Reporting Employer Paid Member
Contributions. This resolution is necessary to change the amount paid by
employees and the City for pension costs.
Submi
Lori Carne/,,/Human Resources Manager
Paul S. Gibson, Director of Finance
Approval:
John r,. ohlmuth, City Manager
CITY COVNCILACTION
APPROVED DENIED
RECEIVED OTHER
MEETING DATE
AYES:
NOES: -L4e
ABSENT: -&012 C
ABSTAIN: ILP -
VERIFIED BY: L 0k11-
Original on File with City Clerk's Ot'iice
MEMORANDUM OF UNDERSTANDING
Pursuant to the Myers-Milias Brown Act (MMBA), Chapter 10 (Section 3504 et.
seq.) of the Government Code, the California Law governing collective
bargaining, and the Employer -Employee Relations Ordinance (EERO) of the City
of Palm Desert, the matters within the scope of representation that are set forth
in this Memorandum of Understanding (MOU) have been discussed by the
representatives of the Palm Desert Employees Organization (PDEO) and
representatives of the City of Palm Desert (City).
The matters within the scope of representation that are set forth in this MOU
have been discussed in good faith and agreed to by the City and the PDEO as
constituting an equitable adjustment to present wages, hours and other terms
and conditions of employment as evidenced by the signatures of the duly
authorized representatives of the City and the PDEO.
This MOU shall not be binding upon the parties, in whole or in part, unless and
until said City Council formally approves this MOU.
The City's Personnel Ordinance and Standard Operating Procedures shall
govern during the term of this Memorandum of Understanding, unless otherwise
indicated herein.
PDEO Board
City
Date
Deborah LeBlanc
Date
John Wohlmuth
PDEO Board Member
City Manager
Date
Heather Buck
Date
Paul Gibson
PDEO Board Member
Dir of Finance
Date
Ron Tucker
Date
Lori Carney
PDEO Board Member
HR Manager
Date
Jesse Padilla
Date
Dave Erwin
PDEO Board Member
City Attorney
ATTEST:
Date
Cyril Snake
PDEO Board Member
Date
City Clerk
City of Palm Desert
TABLE OF CONTENTS
ARTICLE 1 — TERMS OF AGREEMENT............................................................ 3
ARTICLE 2 — AMENDMENTS AND MODIFICATIONS ....................................... 3
2.1 MODIFICATION..........................................................................................3
2.2 SEVERANCE CLAUSE................................................................................ 3
ARTICLE 3 - REPRESENTATION....................................................................... 4
ARTICLE 4 - COMPENSATION.......................................................................... 4
4.1 WAGES....................................................................................................4
4.2 COST OF LIVING ADJUSTMENT (COLA) ...................................................... 4
4.2 NIGHT DIFFERENTIAL PAY......................................................................... 5
4.3 WORKING ON HOLIDAYS............................................................................ 5
ARTICLE5 — BENEFITS..................................................................................... 6
5.1 EMPLOYEE FLEXIBLE BENEFITS................................................................. 6
5.2 HEALTH INSURANCE BENEFITS.................................................................. 6
5.3 DENTAL BENEFITS.................................................................................... 7
5.4 VISION BENEFITS...................................................................................... 7
5.5 RETIREE HEALTH STIPEND PROGRAM........................................................ 7
5.6 FUNDING FOR THE RETIREE HEALTH STIPEND PROGRAM ............................ 7
5.7 SHORT TERM DISABILITY INSURANCE......................................................... 8
5.8 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM (CALPERS)
CONTRACT......................................................................................................... 8
5.9 CELLULAR PHONE STIPEND..................................................................... 10
City/PDEO Memorandum of Understanding Page 2 of 10
Adopted June 23, 2011
ARTICLE 1 — TERMS OF AGREEMENT
This Memorandum of Understanding (MOU) shall be binding on the City and the
PDEO when approved by the PDEO general membership and the City Council.
Except as otherwise provided herein, this MOU shall be in full force and effect fer
from the date of signing of this MOU, for three (3) years expiring June 30, 2014.
Any employment policies, practices and/or benefits that were in effect as of the
date of signing of this MOU shall be deemed incorporated into this MOU, unless
otherwise stated herein.
The parties agree that the disciplinary and grievance procedures set forth in the
City's Personnel Ordinance shall govern during the term of this Memorandum of
Understanding.
In the event of a conflict between the MOU and an existing policy and/or practice,
this MOU provision shall govern.
The City and the PDEO agree that this MOU contains all of the covenants,
stipulations, and agreements of the parties.
The City shall meet and confer in good faith with the PDEO on all matters related
to the salaries, benefits and other terms and conditions of employment, in
accordance with the Myers-Milias-Brown Act.
ARTICLE 2 — AMENDMENTS AND MODIFICATIONS
2.1 Modification
The City and the PDEO agree, understand and reserve the right, to meet and
confer in good faith, at any time, with respect to any subject or matter covered in
this MOU in order to amend or make modifications to this MOU. Any changes to
this MOU must be approved by the PDEO general membership and City Council.
2.2 Severance Clause
In the event that a court finds any provision(s) of this MOU to be invalid,
unenforceable, or contrary to law, such provision shall be severed from this MOU
and will not be applicable, performed, or enforced, except to the extent permitted
by law. The parties agree that all the other provisions of this MOU shall remain in
effect.
The parties further agree to meet and confer in good faith for purposes of
negotiating an alternative to any severed provision.
City/PDEO Memorandum of Understanding Page 3 of 10
Adopted June 23, 2011
ARTICLE 3 - REPRESENTATION
In accordance with the MMBA and the EERO, the City of Palm Desert recognizes
the PDEO as the exclusive representative of all employees in the full-time non-
management employees unit as listed in Appendix A of this agreement.
The PDEO recognizes the City Manager as the exclusive representative for the
City for purposes of entering into this MOU.
ARTICLE 4 - COMPENSATION
4.1 Wages
The Grade Step and Wage Rates Schedule for employees covered by this
Agreement are set forth in the Annual Salary Resolution adopted by the City
Council annually during the budget process and incorporated in this MOU by
reference.
4.2 Cost of Living Adjustment (COLA)
A Cost of Living Adjustment (COLA) is an adjustment to all salaries on the salary
schedule adopted by the City Council. The basis for such adjustments shall be
the change in the Consumer Price Index (CPI), published, by the U.S.
Department of Labor, Bureau of Labor Statistics, for the Los Angeles -Anaheim -
Riverside area, for all urban consumers. Said change in CPI shall be computed
as the percentage difference between the March Index of the current year and
the March Index of the previous year.
July 1, 2011:
On July 1, 2011, a COLA shall be granted in accordance with Amendment #1 of
the 2008 MOU between the City and the PDEO. Said COLA shall be equal to the
percentage change in the Consumer Price Index (CPI), published by the U.S.
Department of Labor, Bureau of Labor Statistics, for the Los Angeles -Anaheim -
Riverside area, for all urban consumers. Said change in CPI shall be computed
as the percentage difference between the March Index of 2011 and the March
Index 2009. This adjustment shall not be less than two (2) percent nor greater
than five (5) percent.
July 1, 2012:
On July 1, 2012, a COLA of 4% shall be granted to employees hired prior to
September 1, 2011, which will be offset by a 4% increased contribution to the
City/PDEO Memorandum of Understanding Page 4 of 10
Adopted June 23, 2011
employee portion of CalPERS as detailed in Section 5.8 below. Employees hired
after September 1, 2011 will receive a 3% COLA, offset by a 3% increased
contribution to CalPERS.
July 1, 2013:
On July 1, 2013, a COLA shall be granted equal to the percentage change in the
Consumer Price Index (CPI), published by the U.S. Department of Labor, Bureau
of Labor Statistics, for the Los Angeles -Anaheim -Riverside area, for all urban
consumers. Said change in CPI shall be computed as the percentage difference
between the March Index of 2012 and the March Index 2011. This adjustment
shall not be less than two (2) percent nor greater than four (4) percent.
4.2 Night Differential Pay
Employees who are assigned to perform their duties between the hours of 6:00
p.m. and 6:00 a.m. for a special project (and for whom the majority of hours fall
after 6:00 p.m.) are eligible for night differential pay at the rate of $2.50 per hour.
This does not apply to employees assigned to standby duty and receiving
standby pay.
Night differential pay will be subject to the following regulations:
• Night Differential schedules must be pre -approved by the Department
Head;
• Night Differential amount paid will be $2.50 per hour;
• Employees on "stand-by" and receiving stand-by pay who are called
back to work are not eligible for Night Differential, because they have
already been compensated through the `stand-by' and `call-back'
provisions;
• In order to qualify, the majority (greater than fifty percent) of the work
must be performed between the hours of 6:00 p.m. and 6:00 a.m.
4.3 Working on Holidays
Non-exempt employees may be paid at the overtime rate when required to work
on a scheduled holiday. In order to receive the overtime rate for holiday work the
following conditions must be met:
• The employee must work at least forty hours in the same workweek
the holiday falls in, (Holiday hours count as hours worked when
computing the total for the workweek);
City/PDEO Memorandum of Understanding Page 5 of 10
Adopted June 23, 2011
• The employee cannot have been scheduled an alternate day off in the
same workweek;
If the employee takes sick or vacation time off during the same
workweek such time shall not be counted as hours worked for the
computation of overtime.
ARTICLE 5 — BENEFITS
The City's Personnel Ordinance shall govern the extent to which benefits are
given and maintained. The City agrees to meet and confer with the PDEO prior
to any final decision by the City to change any current benefits during the term of
this MOU over the effects of such change.
5.1 Employee Flexible Benefits
The City shall provide its employees with health plan benefits through an IRS
Section 125 Flexible Benefits Plan. This plan is referred to as the "Cafeteria Plan"
because it offers a "menu" of benefits choices. The City will provide a flat $50.00
/ month as a flex plan credit component to the cafeteria plan which can be used
toward the purchase of benefits, placed in a Flexible Spending Account or
received as taxable cash via payroll. Those employees who 'opt out' of the City
provided health plans shall receive a flat $150.00 / month additional flex plan
credit in lieu of coverage.
5.2 Health Insurance Benefits
The plan will provide premium coverage (with no employee contribution) for
employees and their dependents that choose a plan other than PersCare (the
most expensive PPO). Employees who chose the PersCare PPO will be
responsible for paying the difference in premium through a pre-tax payroll
deduction. If CalPERS changes the names of the plans, this provision will still
apply to the highest cost plan.
Example (2011 family rate):
Plan Name
Premium
Citv Paid
Employee Pays
Kaiser
$1,242.67
$1,242.67
$0.00
Blue Shield
$1,135.74
$1,137.74
$0.00
PersChoice PPO
$1,342.33
$1,342.33
$0.00
PersCare PPO
$2,129.87
$1,342.33
$787.54
Eligible dependants for Health Care Coverage include, spouse, domestic partner,
and children (including, foster, step and economically dependent) up to age 26.
City/PDEO Memorandum of Understanding Page 6 of 10
Adopted June 23, 2011
The City and PDEO agree to meet and confer in the fall of 2013, within 30 days
of 2014 health premiums being announced by CalPERS. The purpose of this
meet and confer will be to discuss the impacts of potential rate increases and/or
decreases and City contributions for 2014. Any agreed upon changes to the
amounts paid by the City for health benefits will take effect July 1, 2014.
5.3 Dental Benefits
The City shall provide its employees and eligible dependants with Dental
Benefits. Eligible dependants for Dental coverage are Spouse, Domestic Partner
and children (including foster, step and economically dependent) up to age 19.
Full-time students are eligible for coverage up to age 23.
The basic Dental benefit shall provide a maximum dollar limit of $2,000 per year
along with additional orthodontia and implant coverage ($1,000 lifetime benefit at
a 50% co -pay).
5.4 Vision Benefits
The City shall provide its employees and eligible dependants with Vision benefits.
The plan will provide basic exams and single vision lenses annually. It will also
provide frames, up to $120.00, every 24 months. The benefit will include an
option for contact lenses. Eligible dependants for Vision coverage are Spouse,
Domestic Partner and children (including foster, step and economically
dependent) up to age 19. Full-time students are eligible for coverage up to age
23.
5.5 Retiree Health Stipend Program
The City offers a Retiree Health Stipend Program to assist long-term employees
in obtaining adequate health insurance in retirement. The program's provisions
are dependent on hire date and are set forth in a Resolution adopted by City
Council and included here as Appendix B.
5.6 Funding For The Retiree Health Stipend Program
The City maintains an independent trust fund for the purpose of providing retiree
health stipend payments. An actuarial report is used to determine the funded
status of the plan which is reported in accordance with Governmental Accounting
Standards Board (GASB) Statement 45. Future contributions to the fund will be
subject to actuarial reporting and Council approval during the yearly budget
process.
City/PDEO Memorandum of Understanding Page 7 of 10
Adopted June 23, 2011
5.7 Short Term Disability Insurance
The City agrees to offer a voluntary program of Short Term Disability Insurance
which interested employees may purchase through payroll deduction. This plan
is not intended to take the place of accrued sick leave. It is provided as a "safety
net" for those employees who choose to purchase it.
5.8 California Public Employees Retirement System (CaIPERS) Contract
Employees hired BEFORE September 1, 2011:
Regular employees hired prior to September 1, 2011 will be enrolled in CaIPERS
under the retirement formula of 2.7% at age 55.
Effective July 2, 2011, the City shall pay four (4) percent of employee's salary
towards the employee's portion of the pension contribution, which is set by
CaIPERS at eight (8) percent of salary and employees shall contribute four (4)
percent of salary via a pre-tax payroll deduction.
The City agrees to report the value of Employer Paid Member Contributions
(EPMC). For all local miscellaneous members, the four (4) percent EPMC paid
by the City will be reported to CaIPERS in the required compensation reports.
Effective July 1, 2012, or earlier if changes are made to the California Public
Employment Law, employees shall pay the full 8% of salary to CaIPERS. The
City will cease paying any part of the "employees" portion and therefore will no
longer report EPMC.
Along with the 2.7% @ 55 formula the following benefits are included in the
CaIPERS contract for employees hired prior to September 1, 2011:
(a) Post -Retirement Survivor Allowance (PRSA) 50%. Upon the death
of a retiree, the PRSA, 50% of the unmodified allowance, will
continue to an eligible survivor. — Section 21624/21626
(b) Increased Level of 1959 Survivor Benefits (level 2) (Benefit payable
to eligible survivors if the member's death occurs during
employment.) — Section 21572
(c) Credit of Unused Sick Leave. Any unused sick leave days will be
converted to service credit at the rate of 0.004 years of service for
each day of sick leave provided there is less than 120 days
between the member's separation date and retirement date. —
Section 20965
City/PDEO Memorandum of Understanding Page 8 of 10
Adopted June 23, 2011
(d) Industrial Disability Retirement. A miscellaneous member may
qualify for an Industrial Disability Retirement (IDR) if they are
unable to perform the duties of their job because of a job -related
injury or illness. — Section 21151
(e) Improved Non -Industrial Disability Allowance. If a member retires
on a non -industrial disability, the allowance would be equal to 30%
of final compensation for five (5) years of service credit and 1 % for
each additional year of service credit to a maximum of 50% of final
compensation. — Section 21427
(f) One-year Final Compensation (Final compensation calculated
using the last (or highest) twelve (12) consecutive monthly pay
rates.) — Section 20042
(g) COLA 2% - Beginning the 2"d calendar year after the year of
retirement, retirement and survivor allowances will be annually
adjusted on a compound basis of 2% maximum. However, the
adjustment may not be greater than the change in the Consumer
Price Index. — Section 21329
(h) Retired Death Benefit $500 — Upon the death of a retiree, a one-
time lump sum payment of $500 will be made to the retiree's
designated survivor(s), or to the retiree's estate. — Section 21620
Employees hired AFTER September 1, 2011:
Regular, full-time employees and regular part-time employees who exceed 1,000
hours per fiscal year, hired after September 1, 2011will be enrolled in CalPERS
under the retirement formula of 2% at age 55. The City shall pay three (3)
percent of employee's salary towards the employee's portion of the pension
contribution, which is set by CalPERS at seven (7) percent of salary and
employees shall contribute four (4) percent of salary via a pre-tax payroll
deduction.
The City agrees to report the value of Employer Paid Member Contributions
(EPMC). For all local miscellaneous members, the four (4) percent EPMC paid
by the City will be reported to CalPERS in the required compensation reports.
Effective July 1, 2012, or earlier if changes are made to the California Public
Employment Law, employees shall pay the full 7% of salary to CalPERS. The
City will cease paying any part of the "employees" portion and therefore will no
longer report EPMC.
Along with the 2% @ 55 formula the following benefits are included in the
CalPERS contract for employees hired after September 1, 2011:
City/PDEO Memorandum of Understanding Page 9 of 10
Adopted June 23, 2011
(a) Post -Retirement Survivor Allowance (PRSA) 50%. Upon the death
of a retiree, the PRSA, 50% of the unmodified allowance, will
continue to an eligible survivor. — Section 21624/21626
(b) Increased Level of 1959 Survivor Benefits (level 2) (Benefit payable
to eligible survivors if the member's death occurs during
employment.) — Section 21572
(c) Credit of Unused Sick Leave. Any unused sick leave days will be
converted to service credit at the rate of 0.004 years of service for
each day of sick leave provided there is less than 120 days
between the member's separation date and retirement date. —
Section 20965
(d) Industrial Disability Retirement. A miscellaneous member may
qualify for an Industrial Disability Retirement (IDR) if they are
unable to perform the duties of their job because of a job -related
injury or illness. — Section 21151
(e) Improved Non -Industrial Disability Allowance. If a member retires
on a non -industrial disability, the allowance would be equal to 30%
of final compensation for five (5) years of service credit and 1 % for
each additional year of service credit to a maximum of 50% of final
compensation. — Section 21427
(f) COLA 2% - Beginning the 2Id calendar year after the year of
retirement, retirement and survivor allowances will be annually
adjusted on a compound basis of 2% maximum. However, the
adjustment may not be greater than the change in the Consumer
Price Index. — Section 21329
(g) Retired Death Benefit $500 — Upon the death of a retiree, a one-
time lump sum payment of $500 will be made to the retiree's
designated survivor(s), or to the retiree's estate. — Section 21620
5.9 Cellular Phone Stipend
Designated employees will receive a stipend for business use of their personal
cellular phone. Employees are designated by their Department Director and
must be approved by the City Manager prior to the granting of the Cell Phone
Stipend. The terms and conditions of the stipend program are adopted by City
Council Resolution and employees must sign an acknowledgement prior to
receiving the stipend. The stipend is paid through payroll, is considered taxable
income and is subject to withholding.
City/PDEO Memorandum of Understanding Page 10 of 10
Adopted June 23, 2011
PALM DESERT EMPLOYEES ORGANIZATION PDEO MOU
REPRESENTED EMPLOYEES Exhibit "A"
BUILDING AND SAFETY
CICCHINI
SUZANNE
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
CRAWFORD
DANIEL
BUILDING INSPECTOR II
Non -Exempt
Yes
DOYLE
KAREN
BUILDING PERMIT SPECIALIST II
Non -Exempt
Yes
FINLEY
JASON
BUILDING INSPECTOR II
Non -Exempt
Yes
GRANCE
RUSSELL
DIRECTOR OF BUILDING & SAFETY
Exempt
No
LEBLANC
DEBORAH
BUILDING & SAFETY TECHNICIAN
Non -Exempt
Yes
LOPEZ
MARISOL
OFFICE ASSISTANT II
Non -Exempt
Yes
ORTIZ
WENDELL
BUILDING INSPECTOR II
Non -Exempt
Yes
STARLING
LESLEE
BUILDING PERMIT SPECIALIST II
Non -Exempt
No
SZYMANSKI
BETTY
PLAN CHECK MANAGER
Exempt
No
WILCOX
DARIN
BUILDING INSPECTOR II
Non -Exempt
No
CITY MANAGER
ARYAN
STEPHEN
ASSISTANT TO THE CITY MANAGER
Exempt
No
PRUSINOWSKI
KAREN
SECRETARY TO THE CITY MANAGER
Exempt
No
ROSENBLUM
GARY
RISK MANAGER
Exempt
No
WOHLMUTH
JOHN
CITY MANAGER/EXEC DIR., RDA
Exempt
No
DATA PROCESSING
KULAS
TROY
INFORMATION SYSTEMS TECHNICIAN
Non -Exempt
Yes
SANTOS
RAYMUND
INFORMATION SYSTEMS TECHNICIAN
Non -Exempt
Yes
URKOV
JOHN
GIS TECHNICIAN
Non -Exempt
Yes
VON HELF
CLAYTON
INFORMATION SYSTEMS MANAGER
Exempt
No
WILLIAMS
CHERIE
OFFICE ASSISTANT I
Non -Exempt
Yes
FINANCE
BARNES
CHIN-YU
MANAGEMENT ANALYST II
Exempt
No
BISHOP
ROBERT
BUSINESS LICENSE TECHNICIAN II
Non -Exempt
Yes
BOUNDS
JAMES
ACCOUNTING TECHNICIAN II
Non -Exempt
Yes
CELAYA
HORACIO
ACCOUNTING TECHNICIAN II
Non -Exempt
No
CHRISTIANSEN
SHARON
ACCOUNTING TECHNICIAN II
Non -Exempt
Yes
ESPINOZA
JOSE LUIS
ASSISTANT FINANCE DIRECTOR
Exempt
No
GIBSON
PAUL
DIRECTOR OF FINANCE/CITY TREAS
Exempt
No
HERNANDEZ
ANTHONY
SR FINANCIAL ANALYST
Exempt
No
JAIME
CLAUDIA
SENIOR OFFICE ASSISTANT
Non -Exempt
Yes
JEFFREY
THOMAS
DEPUTY CITY TREASURER
Exempt
No
LEAL
DIANA
ACCOUNTING TECHNICIAN II
Non -Exempt
Yes
ORTEGA
NIAMH
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
CITY CLERK
GRIFFIN
ROSALVA
OFFICE ASSISTANT II
Non -Exempt
Yes
KEATING
BERNICE
RECEPTIONIST
Non -Exempt
Yes
KLASSEN
RACHELLE
CITY CLERK
Exempt
No
LACROSS
MARY
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
MARTINEZ
GLORIA
RECORDS TECHNICIAN
Non -Exempt
Yes
MENDOZA
GRACE
DEPUTY CITY CLERK
Non -Exempt
Yes
MICHELSON
WILMA
SECRETARY TO THE CITY COUNCIL
Exempt
No
SPECIAL PROJECTS/
LAWRENCE
AMY
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
GENERAL SERVICES
MILLER
MIRIAM
OFFICE ASSISTANT II
Non -Exempt
Yes
RIDDLE
FRANKIE
DIRECTOR OF SPECIAL PROGRAMS
Exempt
No
REAM
LISA
RECYCLING TECHNICIAN
Non -Exempt
Yes
PERSONNEL
BRANTLEY
CAROL
HUMAN RESOURCES TECHNICIAN
Non -Exempt
Yes
CARNEY
LORI
HUMAN RESOURCES MANAGER
Exempt
No
WALKER
DEL
HUMAN RESOURCES TECHNICIAN
Non -Exempt
Yes
COMMUNITY DEVELOPMENT
AYLAIAN
LAURI
DIRECTOR COMMUNITY DEVELOPMENT
Exempt
No
—PLANNING
BAGATO
ANTHONY
PRINCIPAL PLANNER
Exempt
No
BECKER
ANTHONY
ADMINISTRATIVE SECRETARY
Non -Exempt
No
GRISA
MELISSA
ASSISTANT PLANNER
Exempt
Yes
JUDY
JANINE
SENIOR OFFICE ASSISTANT
Non -Exempt
Yes
SWARTZ
KEVIN
ASSISTANT PLANNER
Exempt
Yes
"CODE COMPLIANCE
ADKINS
MICHAEL
CODE COMPLIANCE OFFICER II
Non -Exempt
Yes
ARMENTA
LORENA
CODE COMPLIANCE TECHNICIAN
Non -Exempt
Yes
KILPATRICK
SHAWN
CODE COMPLIANCE OFFICER II
Non -Exempt
Yes
RODRIGUEZ
PEDRO
SR. CODE COMPLIANCE OFFICER
Non -Exempt
Yes
TERFEHR
JOHNNY
CODE COMPLIANCE OFFICER II
Non -Exempt
Yes
"PUBLIC ART
SCHWARTZ
DEBORAH
PUBLIC ARTS COORDINATOR
Exempt
No
THOMPSON
DEBBIE
PUBLIC ARTS TECHNICIAN
Non -Exempt
Yes
PUBLIC WORKS - ADMIN
BROWN
MICHAEL
I PUBLIC WORKS INSPECTOR II
Non -Exempt
Yes
ICANALES
CHRISTINA
JASSISTANT ENGINEER
Exempt
Yes
Page 1
PALM DESERT EMPLOYEES ORGANIZATION PDEO MOU
REPRESENTED EMPLOYEES Exhibit "A"
CECHIN
TERRY
PUBLIC WORKS INSPECTOR II
Non -Exempt
Yes
CHAVEZ
RANDY
SR. LANDSCAPE INSPECTOR
Non -Exempt
Yes
CHEN
BO
CITY ENGINEER
Exempt
No
CHUCK
BRAD
LANDSCAPE INSPECTOR II
Non -Exempt
Yes
DIERCKS
MARK
TRANSPORTATION ENGINEER
Exempt
No
GALLARDO
EDWARD
PUBLIC WORKS INSPECTOR II
Non -Exempt
Yes
GARCIA
MIGUEL
LANDSCAPE INSPECTOR II
Non -Exempt
Yes
GARNER
PAGE
SR ENGINEER/CITY SURVEYOR
Exempt
No
GAUGUSH
CORA
CAPITAL IMPROVEMENT PROJECTS TECH.
Non -Exempt
Yes
GAYLER
RYAN
PROJECTS ADMINISTRATOR
Exempt
No
GONZALEZ
BERTHA
SENIOR OFFICE ASSISTANT
Non -Exempt
Yes
GREENWOOD
MARK
DIRECTOR OF PUBLIC WORKS
Exempt
No
HOLLINGER
DIANE
LANDSCAPE SPECIALIST
Non -Exempt
Yes
KNIGHT
H. SPENCER
LANDSCAPE MANAGER
Exempt
No
KULP
AARON
ASSOCIATE ENGINEER
Exempt
No
LEE
DEBRA
MANAGEMENT ANALYST I
Exempt
Yes
LONGMAN
ELIZABETH
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
MCGREW
SHEILA
LANDSCAPE INSPECTOR I
Non -Exempt
Yes
NIEMCZAK
JAY
PARKS FACILITIES MANAGER
Exempt
No
OWENS
ERNEST
PARKS INSPECTOR
Non -Exempt
Yes
ORTON
JODI
OFFICE ASSISTANT I
Non -Exempt
Yes
STENDELL
RYAN
SENIOR MANAGEMENT ANALYST
Exempt
Yes
TOWNSEND
ALANA
SENIOR MANAGEMENT ANALYST
Exempt
No
TUCKER
RONALD
LANDSCAPE INSPECTOR II
Non -Exempt
Yes
PUBLIC WORKS - BLDG
ARZAGA
MARIA
CUSTODIAN II
Non -Exempt
Yes
FLINT
DAVID
BUILDING MAINT. SUPERVISOR
Exempt
No
RAMOS
JOSE
MAINTENANCE WORKER I
Non -Exempt
Yes
SNAKE
CYRIL
MAINTENANCE WORKER II
Non -Exempt
Yes
PUBLIC WORKS - STREETS
BECERRA
ROBERTO
TRAFFIC SIGNAL SPECIALIST
Non -Exempt
Yes
CONTRERAS
ALFREDO
TRAFFIC SIGNAL TECHNICIAN II
Non -Exempt
Yes
ESPINOZA
EFREN
MAINTENANCE WORKER II
Non -Exempt
Yes
HENDERSON
RHONDA
SENIOR OFFICE ASSISTANT
Non -Exempt
Yes
HERNANDEZ
CARLOS
MAINTENANCE SERVICES MANAGER
Exempt
No
LOPEZ
DANIEL
MAINTENANCE WORKER II
Non -Exempt
Yes
NAVARRETE
ERNESTO
EQUIPMENT OPERATOR I
Non -Exempt
Yes
PADILLA
JESUS
MAINTENANCE WORKER I
Non -Exempt
Yes
RAMOS
MALAQUTAS
MECHANIC II
Non -Exempt
Yes
RIOS
FREDDY
MAINTENANCE WORKER I
Non -Exempt
Yes
ROJAS
JOSE
MAINTENANCE WORKER I
Non -Exempt
Yes
ROSAS
JOSE
EQUIPMENT OPERATOR I
Non -Exempt
Yes
ROSAS
SERGIO
ENGINEERING TECHNICIAN I
Non -Exempt
Yes
SAMANIEGO
SERGIO
MAINTENANCE WORKER I
Non -Exempt
Yes
TORRES
FRANCISCO
EQUIPMENT OPERATOR I
Non -Exempt
Yes
ZAMARRIPA
AARON
SENIOR MAINTENANCE WORKER
Non -Exempt
Yes
ZAMUDIO
MARCO
SENIOR MAINTENANCE WORKER
Non -Exempt
Yes
ZATARAIN
ABEL
MAINTENANCE WORKER II
Non -Exempt
Yes
ZATARAIN
GERARDO
MAINTENANCE WORKER II
Non -Exempt
Yes
REDEVELOPMENT AGENCY
ALVAREZ
MARTIN
REDEVELOPMENT MANAGER
Exempt
No
AVERY
ANN
OFFICE ASSISTANT II
Non -Exempt
Yes
BLOCH
JENNIFER
OFFICE ASSISTANT I
Non -Exempt
Yes
BLYTHE
BARBARA
SENIOR OFFICE ASSISTANT
Non -Exempt
Yes
BUCK
HEATHER
PROJECT COORDINATOR
Non -Exempt
Yes
CARRASCO
SYLVIA
OFFICE ASSISTANT II
Non -Exempt
Yes
DRUYON
BENJAMIN
ENERGY PROJECT TECHNICIAN
Non -Exempt
Yes
GOMEZ
DONNA
VISITORS INFO. CENTER MANAGER
Exempt
No
HERMANN
DAVID
MANAGEMENT ANALYST I
Exempt
No
KNUTSON
LAUREL
RDA FINANCIAL TECHNICIAN
Non -Exempt
Yes
LOREDO
MONICA
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
MCCARTHY
WILLIAM
ACM/RDA, HOUSING & ECON DEV
Exempt
No
MCCORMICK
ROBIN
ECONOMIC DEVELOPMENT TECH I
Non -Exempt
Yes
MOORE
RUTH ANN
ECONOMIC DEVELOPMENT MANAGER
Exempt
No
STANLEY
JANE
ADMINISTRATIVE SECRETARY
Non -Exempt
Yes
Page 2
PALM DESERT EMPLOYEES ORGANIZATION
REPRESENTED EMPLOYEES
PDEO MOU
Exhibit "A"
HOUSING
APIA
BRADLEY
ICA (ACCOUNTANT II
ERINE (SENIOR MANAGEMENT ANALYST
E PROJECTS ADMINISTRATOR
DEBRA HOUSING PROGRAMS TECHNICIAN
JAMES PROJECT COORDINATOR
JESSICA MANAGEMENT ANALYST II
PATRICIA HOUSING PROGRAMS TECHNICIAN
Non -Exempt
Exempt
Exempt
Non -Exempt
Yes
Yes
No
Yes
No
Page 3
PDEO MOU
Exhibit "B"
RESOLUTION NO. 08- 02
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF PALM DESERT, CALIFORNIA, RESCINDING
RESOLUTION NO. 99-65 AND ADOPTING REVISED
GUIDELINES FOR THE RETIREE SERVICE STIPEND
PROGRAM FOR EMPLOYEES AND MEMBERS OF THE
CITY COUNCIL.
WHEREAS, The City's Labor Negotiator has met and conferred with the Palm
Desert Employees Organization on the terms of a Memorandum of Understanding;
WHEREAS, the parties reached agreement in the matter of revising the retiree
health stipend program established in Resolution 99-65; and
WHEREAS, this agreement changes the terms of the program adopted by
Resolution 99-65 for employees and Members of the City Council who begin their
service after January 1, 2008,
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm
Desert, California, as follows:
SECTION I: Statement of Purpose
The purpose of the City offering a retiree service stipend is to reimburse eligible
retired Palm Desert City employees a portion of their benefit premiums. This stipend is
not meant to fully cover the cost of benefits. This program rewards long term
employees, via the reimbursement stipend, who have given diligent employment service
to the City of Palm Desert.
In response to concerns over the rising costs of post retirement health benefits
and the implementation of accounting standard GASB 45 the City has set up a two-tier
program with different benefit levels based upon employment start date.
RESOLUTION NO. 08- 02
4. The employee and/or retiree must conform to the rules, regulations and
requirements of the CalPERS Health Benefits Service Division to receive the
retiree service stipend;
5. Retirees of the City of Palm Desert may be eligible for CalPERS Health Benefits
but may not be eligible for the Retiree Service Stipend Program;
6. The retiree service stipend shall cover all retirees previously qualified under
Resolution No. 92-96 (rescinded by Resolution 99-65); and
7. Retirees must be covered by CalPERS Health Benefit Services at the time of
retirement and must elect to participate in the retiree service stipend within thirty
(30) days of their retirement date.
Employees and Members of the City Council who began their service after
January 1. 2008:
1. The employee or Councilmember must have at least fifteen (15) continuous
years of service with the City of Palm Desert; `""
2. The employee must retire from the City of Palm Desert and from the California
Public Employees Retirement System, simultaneously;
3. The employee must be at least 50 years of age at the time of retirement;
4. The employee and/or retiree must conform to the rules, regulations and
requirements of the CalPERS Health Benefits Service Division to receive the
retiree service stipend;
5. Retirees of the City of Palm Desert may be eligible for CalPERS Health Benefits
but may not be eligible for the Retiree Service Stipend Program;
6. Retirees must be covered by CalPERS Health Benefit Services at the time of
retirement and must elect to participate in the retiree service stipend within thirty
(30) days of their retirement date.
Page 2of6
RESOLUTION NO. 08- 02
SECTION III: General Provisions
The following provisions apply to all employees and Members of City Council,
regardless of the date on which they began City service:
1. The City's Retiree Service Stipend Program will reimburse the employee for the
premium contribution outlined in Section IV of this Resolution. CaIPERS will
reduce the retirement contribution of the retired employee by the amount of the
premium minus the amount set by CalPERS in accordance with Government
Code Section 22825 as the minimum employer contribution. The City will send
the retiree a service stipend based upon the provisions of Section IV of this
Resolution once per month. The service stipend will only be paid by the City to
the City's retirees; however, CalPERS Health Benefits may be available to the
retiree's survivors without a service stipend reimbursement.
2. All retirees are required by CalPERS and the City to enroll in Medicare when they
become eligible.
3. If, for any reason, the City elects to change from CalPERS Health Benefits to
another form of health coverage in the future, retirees will also be placed under
the new health plan. This will insure that there is no disparity in coverage
between active and retired employees; and
4. Should a State of national health care program be established, the City and the
Palm Desert Employee's Organization will, at that time, meet and confer as to the
impacts on the retiree service stipend and make recommendations for
amendments or adjustments as deemed necessary. The City reserves the right
to change the benefits under the program and the payments of the benefits if this
was to occur.
SECTION IV: City Service Stipend Contributions
The City has a two-tier system of calculating Service Stipend contributions based upon
the date which an employee or Member of City Council begins their service with the
City.
Employees and Members of the City Council who began their service prior to
December 31, 2007:
Page 3 of 6
RESOLUTION NO. 08- 02
1. If the eligibility criteria outlined in Section II are met, an employee is eligible to `
receive a stipend as reimbursement for benefit premiums based on the following
table:
Years Served: I Percentage of Premium
10
50%
11
55%
12
60%
13
65%
14
70%
15
75%
a. All service must be continuous. Retired employees qualifying for the
service stipend program are able to receive a maximum of Seventy-five
(75%) percent of the benefit premium reimbursed by the City, regardless
of the number of years of continuous service over fifteen (15) years.
2. The City may elect to add benefits for its retirees. If the City were to add benefits,
over and above the currently contracted health benefits, the reimbursement
percentage may not follow the aforementioned schedule. (10-15 plus years of
service has a reimbursement between 50% and 75% of the premium.) A
separate reimbursement schedule may be developed; and
3. The retiree service stipend may be modified in an amount proportionate to any
change in the amount of benefit contributions to its active employees. Current
retirees are subject to any and all modifications of the retiree service stipend and
related benefits.
Employees and Members of the City Council who began their service after
January 1, 2008:
Employees who retire from City service and who meet the eligibility criteria outlined in
Section II are eligible for a reimbursement of retiree health premiums of up to fifty
percent (50%) of the cost of the lowest cost plan available through the City's health
benefits contract. Percentages available at specific age/years of service combinations
are outlined in the following table:
Page 4 of 6
RESOLUTION NO. 08- 02
Age:
15
16
17
Years of Service at Retirement
18 19 20 21 22 23 24 25+
50
0%
5%
10%
15%
20%
25%
30%
35% 40% 45% 50%
51
10%
15%
20%
25%
30%
35%
40%
45% 50% 50%
52
20%
25%
30%
35%
40%
45%
50%
50%
53
30%
35%
40%
45%
50%
50%
54
40%
45%
50%
50%
55+
50%
50%
The following terms and conditions also apply to calculation of the service stipend:
a) The employee must retire from City service and be receiving a CalPERS
pension.
b) Reimbursements will be based on premiums for Retiree only or Retiree +
spouse or domestic partner, not family coverage.
c) Reimbursements will be calculated based on premiums for the lowest cost
plan offered by CaIPERS (currently Kaiser HMO). If a retiree obtains
another plan outside of the CaIPERS system, and provides documentation
of that plan and its costs, they may be reimbursed for a percentage of that
premium provided it is not greater than the lowest cost plan offered by
CaIPERS.
d) Retirees, who voluntarily drop their insurance coverage, and therefore the
Stipend, will not be allowed to re -enroll in the stipend program.
e) The Stipend will be discontinued when the retiree reaches Medicare age
(typically 65 years of age) or is enrolled in Medicare, (whichever comes
first).
SECTION V: Annual Recertification Update
1. All retirees who avail themselves of this benefit may be required to provide the
City with annual recertification information in December of each year. CalPERS
will provide the City with a list of retirees enrolled in CaIPERS Health Benefits
and the type of coverage, the premium amount and the minimum required
employer contribution. This information will be compared to the City's records.
The City will have the following authority:
Page 5 of 6
RESOLUTION NO. 08- 02
2. The City will have the sole authority to determine the relevant information needed
to administer this program. Such information shall include, but not be limited to:
a. Retired employee's current mailing address and phone number;
b. Current dependant coverage status and their relation to the insured;
c. Type of health insurance selected by retire from CalPERS options; and
d. Medicare application and status of Medicare enrollment.
3. At the time of retirement, the retired employee must sign a statement that failure
to supply this information or providing false information will result in the
termination of the service stipend.
SECTION VI: Effective Date
The retire service stipend program contained in this resolution is effective January 1,
2008, for all employees and Members of the City Council.
PASSED, APPROVED, AND ADOPTED this 14'h day of February, 2008, by the
City Council of the City of Palm Desert, California, by the following vote, to wit:
AYES: FERGUSON, FINERTY, KELLY, SPIEGEL, and BENSON
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
J M. BENSO , AYOR
ATTEST:
Y
RACH LLE D. KLASSEN, CITY CL RK
CITY OF PALM DESERT, CALIFORNIA
Page 6 of 6
RESOLUTION NO. 2011-53
A RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE CITY
OF PALM DESERT, CALIFORNIA, TO APPROVE AN AMENDMENT TO
CONTRACT BETWEEN THE BOARD OF ADMINISTRATION CALIFORNIA
PUBLIC EMPLOYEES' RETIREMENT SYSTEM AND THE CITY COUNCIL
CITY OF PALM DESERT
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 body of the public agency of a resolution giving notice of its intention to
approve an amendment to said contact, 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 20475 (different Level of Benefits). Section 21343 (2% @
55 Full formula) and Section20037 (Three -Year Final Compensation) without
Section 30325 (Optional Membership for Part -Time Employees) are
applicable to local miscellaneous members entering membership for the first
time in the miscellaneous classification after the effective date of this
amendment to contract.
Resolution No. , 2011-53
NOW, THEREFORE BE IT RESOLVED, that the governing body of the City of Palm
Desert 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.
This resolution is to be effective July 2, 2011.
PASSED, APPROVED AND ADOPTED by the Palm Desert City Council on this 23rd
day of June, 2011 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT
RESOLUTION NO. 2011-54
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, FOR PAYING AND REPORTING THE VALUE
OF EMPLOYER PAID MEMBER CONTRIBUTIONS
WHEREAS, the governing body of the City of Palm Desert has the authority to
implement Government Code Section 20636(C) (4) pursuant to Section 20691;
WHEREAS, the governing body of the City of Palm Desert has a written labor
policy or agreement which specifically provides for the normal member contributions to
be paid by the employer, and reported as additional compensation;
WHEREAS, one of the steps in the procedures to implement Section 20691 is
the adoption by the governing body of the City of Palm Desert of a Resolution to
commence paying and reporting the value of said Employer Paid Member Contributions
(EPMC);
• This benefit shall apply to all employees
• This benefit shall consist of paying 4% of the normal contributions as EPMC,
and reporting the same percent of compensation earnable** {excluding
Government Code Section 20636(c) (4)} as additional compensation.
• The effective date of this Resolution shall be 7/2/2011.
Resolution No. 2011-54
NOW, THEREFORE BE IT RESOLVED, that the governing body of the City of
Palm Desert elects to pay and report the value of EPMC, as set forth above.
PASSED, APPROVED AND ADOPTED by the Palm Desert City Council on this
23rd day of June, 2011 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT