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HomeMy WebLinkAboutReso 101-2004RESOLUTION NO. 101-2004 CITY COUNCIL, CITY OF SOUTH SAN FRANCISCO, STATE OF CALIFORNIA A RESOLUTION ACCEPTING AGREEMENTS WITH THE SOUTH SAN FRANCISCO CHAPTERS OF THE CONFIDENTIAl. UNIT, TEAMSTERS LOCAL 856; INTERNATIONAL UNION OF OPERATING ENGINEERS, LOCAL 39; INTERNATIONAL ASSOCIATION OF FIREFIGHTERS (IAFF), LOCAL 1507; THE SOUTH SAN FRANCISCO POLICE ASSOCIATION, THE PUBLIC SAFETY MANAGERS UNIT, THE MID-MANAGEMENT UNIT, AND THE EXECUTIVE MANAGEMENT UNIT WHEREAS, staff recommends authorizing agreements with the South San Francisco Chapters of the Confidential Unit, Teamsters Local 856; International Union of Operating Engineers, Local 39; International Association of Firefighters (IAFF), Local 1507; the South San Francisco Police Association, the Public Safety Managers Unit, the Mid-management Unit, and the Executive Management Unit for the "Fresh Start" program to reduce the short-term cost of paying for PERS rates; and WHEREAS, attached is the final document that incorporates the agreed-upon language based on the negotiations held with this bargaining unit; and WHEREAS, Locals 856, 39, and 1507 are the recognized bargaining agencies for these diverse groups of City staff. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of South San Francisco that the City Council hereby authorizes the South San Francisco Chapters of the Confidential Unit, Teamsters Local 856; International Union of Operating Engineers, Local 39; International Association of Firefighters (IAFF), Local 1507; the South San Francisco Police Association, the Public Safety Managers Unit, the Mid-management Unit, and the Executive Management Unit. BE IT FURTHER RESOLVED that the City Manager is hereby authorized to execute the agreements on behalf of the City of South San Francisco. I hereby certify that the foregoing Resolution was regularly introduced and adopted by the City Council of the City of South San Francisco at a regular meeting held on the 13th day of October 2004 by the following vote: AYES: Councilmembers Joseph A. Femekes, Richard A. Garbarino and Pedro Gonzalez, Vice Mayor Raymond L. Green and Mayor Karyl Matsumoto NOES: None. ABSTAIN: None. ABSENT: None. ATTEST: /C~y Clerk SEP-29-2004 1S:39 SSF HUMAN RESOURCES 6S0 S29 G69S P.04/06 Side Letter ! to the Current Memorandum of Understanding Between the City of South San Francisco and the Confidential Unit, Teamsters Local 8~6 WHBREAS, the City of South San Francisco (City) agreed in 2002 tn enhance the Califomia Public Employees Retirement System (PERS) retirement benefit it provides tn employees represented by the Confidential Unit, Teamsters Local 856 (Local $56) fi'om the retirement benefit commonly known as 2% at 55 to the retirement benefit commonly known as 2.7% at 55; and WHEREAS, the City's agreement to provide Local 856 employees with the enhanced 2.7% at 55 retirement benefit is set forth in Section H of the current Memorandum of Understanding between the City and Local 856 with effective dates July I, 2000 through June 30, 2003 and extended to June 30, 2006 (MOU); and subsequently extended tn June 30, 2008 as indicated in Side Letter J signed by both parties, and WHEREAS, in addition tn thc higher "normal cost" associated with the City providing Local $56 employees with this enhanced retirement benefit, tho City also has to pay an additional contribution to PERS tn pay for the "anfunded liability" associated with the cost of providing enhanoed 2.7% at 55 retirement benefits tn employees who retire relatively soon, such that the City's contffbutions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing 6nancial hardship, the opportunity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHBRBAS, the Fresh Start program would permit thc City to increase the iI~mher of years within which it would have to pay for the unfunded Iiabilitics associated with providing the Local 856 employees with the 2.7% at 55 benefit from thc usual 12 or 13 years, tn 30 ycars, with the result that the City would have a lower PERS employer ratc in the short term; and WHEREAS, the City's financial condition is such that short-term financial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and tn retain essential and valuable services; and WHBRBAS, the City has in the recent past calculated wage increases for Local 856 employees by first comparing certain categories of compensation (total compensation) with the amounts paid/provided by certain survey agencies, and then adjusting Local 856 employees' SEP-ag-2004 15:39 SSF HUMRN RESOURCES 650 8~9 G698 P.0~706 Confidential Unit, Teamsters Local 856 Side Letter Re PHRS Fresh Start Septembm' 15, 2004 App~l~x I Page 2 wages, as and if required, to keep Local 856 employees at the 60th percentile of the survey agencies; and WI-~S, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been cot, pared to the applicable survey agencies; and WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PEP~ Fresh Start program would be lost if this r~duced PEPS employer con~'ibution rate was used to determine the City's total compensation, since the reduced cmploy~ rate could result in a corresponding increase in employee wages under the previously used formula to ~nsure employees remain at the 60th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly lowered, since employees would be entitled to the same 2.7% at 55 PEPS benefit, the City already pays the employee's PEKS contribution, and participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, thc City and Local 856 have m~t and conferred rcgarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Local 856 employees, if any, during thc r~maining term of their current MOU: IT IS I-IF~I~.~Y AGREED THAT, if the City participates in the PEPS Fresh Start pmgram: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Local 856 employees than if the City had not participated in the Fresh Start program. 2. For the rew~.i~der of this contract term, any total compensation comparison used by the City or Local 856 for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's to~! compensation for Local 856 employees shall include what the City's total PERS employer rate would have bean if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and tho percentage difference between its actual rate and what the PERS employer rate would have been if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agrecm~t on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2005-06 Fiscal Year. ELK.9/I~(M SEP-29-2004 i5:39 SSF HUMRN RESOURCES ~S0 S2~ B~8 P.0B/06 Confidential UnR, Teamsters Local 856 Side Letler Re PER5 Fresh Start September 1 $, 2004 Appendix ! Page 3 Total Employer Rate in l~ 2005l If.D.,o not Participate in Fr..esh Start 15.65% Total Employer Rate in FY 2005 If Do participate in Fresh S~ 13.448% Differen~ -2.20% Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2005-2006 Fiscal Year to dote, urine whether a wage increase was appropriate or r0quired, thc City's total compensation for purposes of the comparison would include the 15.55% employer rate rather than the 13.44'8% rate the City will actually have tn contribute as its employer contribution in the 2005-06 Fiscal Year. 3. This Side Letter shall only be effective during thc term of the current MOU, and shall expire effective June 30, 2006. 4. This Side Letter shall be limited to total compensation surveys m~dated by the current MOU, or any written agreement between the City and Local 856, executed subsequent to this Side Letter and prior to June 30, 2006, that requires the City to conduct a total comp~sation survey for the purpose of analyzing wage or some other element of total compensation. ~or Lo, al 85~: Name and Title ~r~ M. Nagel,~C~-t~ M~nager Date Date A. Bower, Director'--Human Resources ~ Daie/ $:/Employ~e Rehalm~SRelati~'~7.onflConf L/gt 5id~ L~ 1 Fresh 8~zrt. DOC The "To~1 Emptoy~r Ra~s" used iu this esnm.~l~ v/era provided to ~ City by pILR5. ELI(.-g/14/04 SSF HUMRN RESOURCES P.02/06 Side Letter J to the Current Memorandum of Understanding Between the City of South San Francisco and the Confidential Unit, Teamsters Loea1856 WHEREAS, the City of South San Francisco (City) and the Confidential Unit, Teamsters Local 856 (Looal 856) previously agreed to a Memorandum of Undgrstandi~g with effective dates July 1, 2000 through Sune 30, 2003 and extended to June 30, 2006 (MOU); and WHEREAS, the City and Local 856 have mot and conferred in good faith on the subject of and conditions for extending tho current MOU by two years to be effective through June 30, 2008. IT IS HEREBY AGI~RRD THAT THE CURKENT MOU BETWE. RN THE CITY AND LOCAL 856 SHALL BE EXTENDED FOR TWO YEARS AND EFFECTIVE THROUGH ~ 30, 2008 ACCORDING TO AND SUBJECT TO THE CONDITIONS SET FORTH BELOW: 1. WageIncreases Effective the payperiod including July 1, 2006, the base rate of pay for all employees shall be increased by 3.0%. Effective the payperiod including July 1, 2007, the base rate of pay for all employees shall bc increased, if and to the extent required, to keep employees at thc 60th percentile in total compensation of the previously agreed upon survey agencies, using the same methodology as used during the cun'ent MOU. 2. VEBA Employees in this unit shall continue to be eligible to participate in the Voluntary Employee Benefit Association (VEBA) program previously provided by the City. VEBA contributions are pre-tax, pre-FICA (Social Security/Medicare) and may be used for Post~ retirement Unreimbursed Expenses only (such as medical and dental prescriptions or copays). Participants may use accrued, unused vacation payoffs to be automatically deposited into the employee's VRBA account each January, provided thc employee has utilized a minimum of 64 hours of paid vacation during the previous calendar year. Upon separation from employment, the employee may designate that the remainiug portion of any unused vacation, discrefionsry holiday, sick, and/or admhaistrative leave payoffs be deposited into his/her VEBA account SER-29-2004 iS:38 SSF HUMAN RESOURCES ~ide Letter J Between City of SSF and Coafid~tial Unit, Teamsters Looal PaE~ 2 650 829 6698 P.03/06 3. Maintenance of Benefits During the 2007-08 and 2008-09 fiscal years, both the City and Local 856 agree to maintain the current level of health a~d welfare benefits, subject to the Re-opener provision below. 4, Re-Openers During the 2006-07 and 2007-08 fiscal years, both the City and Local 856 will have the right to re-open for negotiations one subject that is included, specifically discussed, and governed by the curr~nt MOU. Should either the City or Local 856 wish to re-open any subject covered by the current MOU contract extension, it must notify the other party no later than May 1st, except that a party that receives notice that the other party wishes to re-open a section of the MOU shall have 30 calendar days to respond that it also wishes to re-open a section of the MOU. Thus, for example, if the City received notice from Local 856 on May 1, 2006 that Local 856 wished to re-open a section of the MOU, the City would have until May 31, 2006 to notify Local 856 that the City also wanted to re-open a section of the MOU. Any notice that a party wishes to re-open a section of the MOU pursuant to its fights under this Side Letter must be in writing, and specify the section of the MOU. While the parties are not obligated to reach agreement on any re-open~ issue, they shall meet and confer in good faith. The parties shall not be required to utilize or exhaust any impasse, impasse resolution, or arbitration procedure that, in the absence of this paragraph, they otherwise would be required to exhaust or utilize under any City policy, rule or practice, agreement, or state or federal law. This Side Letter shall not affect the parties' previously held meet and confer fights and obligsfions except as specifically set forth in this Side Letter. JtsephkLanthier, President, Teamsters, Local 856 Confidential Unit Jenni~fi~~ower, Director of Human Rosources Date Date Date Side Letter to the Current Memorandum of Understanding Between the City of South San Francisco and the International Union of Operating Engineers, Local 39 WHEREAS, the City of South San Francisco (City) agreed in 2002 to enhance the California Public Employees Retirement System (PERS) retirement benefit it provides to employees represented by the International Union of Operating Engineers, Local 39 (Local 39) from the retirement benefit commonly known as 2% at 55 to the retirement benefit commonly known as 2.7% at 55; and WHEREAS, the City's agreement to provide Local 39 employees with the enhanced 2.7% at 55 retirement benefit is set forth in Section 7.12.4 of the current Memorandum of Understanding between the City and Local 39 with effective dates January 1, 2003 through December 31, 2007 (MOU); and WHEREAS, in addition to the higher "normal cost" associated with the City providing Local 39 employees with this enhanced retirement benefit, the City also has to pay an additional contribution to PERS to pay for the "unfunded liability" associated with the cost of providing enhanced 2.7% at 55 retirement benefits to employees who retire relatively soon, such that the City's contributions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing financial hardship, the opportunity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHEREAS, the Fresh Start program would permit the City to increase the number of years within which it would have to pay for the unfunded liabilities associated with providing the Local 39 employees with the 2.7% at 55 benefit from the usual 12 or 13 years, to 30 years, with the result that the City would have a lower PERS employer rate in the short term; and WHEREAS, the City's financial condition is such that short-term financial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and to retain essential and valuable services; and WHEREAS, the City has in the recent past calculated wage increases for Local 39 employees by first comparing certain categories of compensation (total compensation) with the amounts paid/provided by certain survey agencies, and then adjusting Local 39 employees' wages, as and if required, to keep Local 39 employees at the 60th percentile of the survey agencies; and International Union of Operating Engineers, Local 39 Side Letter Re PERS Fresh Start September 15, 2004 Appendix F Page 2 WHEREAS, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been compared to the applicable survey agencies; and WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PERS Fresh Start program would be lost if this reduced PERS employer contribution rate was used to determine the City's total compensation, since the reduced employer rate could result in a corresponding increase in employee wages under the previously used formula to ensure employees remain at the 60th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly lowered, since employees would be entitled to the same 2.7% at 55 PERS benefit, the City already pays the employee's PERS contribution, and participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, the City and Local 39 have met and conferred regarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Local 39 employees, if any, during the remaining term of their current MOU: IT IS HEREBY AGREED THAT, if the City participates in the PERS Fresh Start program: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Local 39 employees than if the City had not participated in the Fresh Start program. 2. For the remainder of this contract term, any total compensation comparison used by the City or Local 39 for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's total compensation for Local 39 employees shall include what the City's total PERS employer rate would have been if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and the percentage difference between its actual rate and what the PERS employer rate would have been if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agreement on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2004-05, 2005-06, and 2006/07 Fiscal Years. ~.m-gn4/04 S:kEmployee RelationskEERelations\Op Eng\OE Side Letter F Fresh Start. DOC International Union of Operating Engineers, Local 39 Side Letter Re PERS Fresh Start September 15, 2004 Appendix F Page 3 Total Employer Rate in FY 2005~ If Do not Participate in Fresh Start ........... 16.051 Total Employer Rate in FY 2005 If Do Participate in Fresh Start ................... 13.448 Difference .......................................................................................................... 2.60 Total Employer Rate in FY 2006 If Do not Participate in Fresh Start ............ 15.65 Total Employer Rate in FY 2006 If Do Participate in Fresh Start ................... 13.448 Difference .......................................................................................................... 2.20 Total Employer Rate in FY 2007 If Do not Participate in Fresh Start ............ 15.268 Total Employer Rate in FY 2007 If Do Participate in Fresh Start ................... 13.448 Difference .......................................................................................................... 1.82 Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2004-2005 Fiscal Year to determine whether a wage increase was appropriate or required, the City's total compensation for purposes of the comparison would include the 16.051% employer rate rather than the 13.448% rate the City will actually have to contribute as its employer contribution in the 2004-05 Fiscal Year. 3. This Side Letter shall only be effective during the term of the current MOU, and shall expire effective December 31, 2007. 4. This Side Letter shall be limited to the VEBA provision listed below and total compensation surveys mandated by the current MOU, or any written agreement between the City and Local 39, executed subsequent to this Side Letter and prior to December 31, 2007, that requires the City to conduct a total compensation survey for the purpose of analyzing wage or some other element of total compensation. 5. Employees in this unit shall continue to be eligible to participate in the Voluntary Employee Benefit Association (VEBA) program previously provided by the City. VEBA contributions are pre-tax, pre-FICA (Social Security/Medicare) and may be used for Post- retirement Unreimbursed Expenses only (such as medical and dental prescriptions or copays). Participants may use accrued, unused vacation payoffs to be automatically deposited into the employee's VEBA account each January, provided the employee has utilized a minimum of 64 hours of paid vacation during the previous calendar year. Upon separation from employment, the employee may designate that the remaining portion of any unused vacation, discretionary holiday, sick, and/or administrative leave payoffs be deposited into his/her VEBA account. The "Total Employer Rates" used in this example were provided to the City by PERS. E1K-9/14/04 S:~Employee RelationsXEERelations\Op Eng\OE Side Letter F Fresh Start. DOC dW/'W~,/WUW4 UW:42 41bWblbWb4 S2P-29-200~ 1S:]~ SSF HUMAN RESOURCES IUUL LUUAL~W 850 229 689B P.BS/B5 Internat. ional Urdon of Opera. ting Engineor~, Local 39 Side Letter Re PERS Fresh Start September 15, 2004 Appencl/x F ?age 4 For 1%c~39: Lyma%ohg, ~'~ss Agent For Local 39: Jerry Kalmar Date Date ~. Bower, Director of Human Resources EIK-9I 1 ~d~$ S:~mployee RelatimasXLrl~elation~\OP Eng\OE Side Letter F Fresh Start. DOC TOTAL P,B5 Side Letter H to the Current Memorandum of Understanding Between the City of South San Francisco and the International Association of Firefighters, Local 1507 WHEREAS, the City of South San Francisco (City) agreed in 2002 to enhance the California Public Employees Retirement System (PERS) retirement benefit it provides to employees represented by the International Association of Firefighters, Local 1507 (Local 1507) from the retirement benefit commonly known as 2.5% at 50 to the retirement benefit commonly known as 3.0% at 50; and WHEREAS, the City's agreement to provide Local 1507 employees with the enhanced 3% at 50 retirement benefit is set forth in Section 8.10 of the current Memorandum of Understanding between the City and Local 1507 with effective dates January 1, 2001 through June 30, 2006 (MOU); and subsequently extended to June 30, 2009 as indicated in Side Letter I signed by both parties. WHEREAS, in addition to the higher "normal cost" associated with the City providing Local 1507 employees with this enhanced retirement benefit, the City also has to pay an additional contribution to PERS to pay for the "unfunded liability" associated with the cost of providing enhanced 3% at 50 retirement benefits to employees who retire relatively soon, such that the City's contributions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing financial hardship, the oppommity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHEREAS, the Fresh Start program would permit the City to increase the number of years within which it would have to pay for the unfunded liabilities associated with providing Local 1507 employees with the 3.0% at 50 benefit from the usual 12 or 13 years, to 30 years, with the result that the City would have a lower PERS employer rate in the short term; and WHEREAS, the City's financial condition is such that short-term f'mancial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and to retain essential and valuable services; and WHEREAS, the City has in the recent past calculated wage increases for Local 1507 employees by fa'st comparing certain categories of compensation (total compensation) with the amounts paid/provided by certain survey agencies, and then adjusting Local 1507 employees' wages, as and if required, to keep Local 1507 employees at the 60th percentile of the survey agencies; and Intemational Association of Firefighters, Local 1507 Side Letter Re PERS Fresh Start September 15, 2004 Appendix H Page 2 WHEREAS, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been compared to the applicable survey agencies; and WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PERS Fresh Start program would be lost if this reduced rate was used to determine the City's total compensation, since the reduced employer rate could result in a corresponding increase in employee wages under the previously used formula to ensure employees remain at the 60th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly, lowered, since employees would be entitled to the same 3% at 50 PERS benefit, the City akeady pays the employee's PERS contribution, and participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, the City and Local 1507 have met and conferred regarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Local 1507 employees, if any, during the term of their current MOU: IT IS HEREBY AGREED THAT, if the City participates in the PERS Fresh Start program: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Local 1507 employees than if the City had not participated in the Fresh Start program. 2. For any total compensation comparison used by the City or Local 1507 for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's total compensation for Local 1507 employees shall include what the City's total PERS employer rate would have been if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and the percentage difference between its actual rate and what the PERS employer rate would have been if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agreement on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2005-06, 2006-07, 2007-08, and 2008-09 Fiscal Years. Total Employer Rate in FY 2005~ If Do not Participate in Fresh Start 32.463% Total Employer Rate in FY 2005 If Do Participate in Fresh Start Difference 27.562% -4.90% The "Total Employer Rates" used in this example were provided to the City by PERS. ELK~09/15/04 lmtemational Association of Firefighters, Local 1507 Side Letter Re PERS Fresh Start September 15, 2004 Appendix H Page 3 Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2005-06 Fiscal Year to determine whether a wage increase was appropriate or required, the City's total compensation for purposes of the comparison would include the 32.463% employer rate rather than the 27.562% rate the City will actually have to contribute as its employer contribution in the 2005-06 Fiscal Year. Total Fire Employer Rate in FY 2004/05 If Do not Participate in Fresh Start ............................................ 32.463 Total Fire Employer Rate in FY 2004/05 If Do Participate in Fresh Start ................................................. 27.562 Difference .................................................................................................................................................... 4.90 Total Fire Employer Rate in FY 2005/06 If Do not Participate in Fresh Start ........................................... 31.762 Total Fire Employer Rate in FY 2005/06 If Do Participate in Fresh Start ................................................. 27.562 Difference ................................................................................................................................... ; ................ 4.20 Total Fire Employer Rate in FY 2006/07 If Do not Participate in Fresh Start ........................................... 31.10 Total Fire Employer Rate in FY 2006/07 If Do Participate in Fresh Start ................................................. 27.562 Difference .................................................................................................................................................... 3.54 Total Fire Employer Rate in FY 2007/08 If Do not Participate in Fresh Start ........................................... 30.49 Total Fire Employer Rate in FY 2007/08 If DO Participate in Fresh Start ................................................. 27.562 Difference .................................................................................................................................................... 2.92 Total Fire Employer Rate in FY 2008/09 If Do not Participate in Fresh Start ........................................... 29.91 Total Fire Employer Rate in FY 2008/09 If Do Participate in Fresh Start ................................................. 27.562 Difference .................................................................................................................................................... 2.34 3. This Side Letter shall only be effective during the term of the current MOU and its extension signed September 2004, and shall expire effective June 30, 2009. 4. This Side Letter shall be limited to total compensation surveys mandated by the current MOU, or any written agreement between the City and Local 1507, executed subsequent to this Side Letter and prior to June 30, 2006, that requires the City to conduct a total compensation survey for the p,urpose of analyzing wag~ or some other elemenX~of total compensation. l~ike I~ause, Chapter Pre~ent/ .... ,~ Date IAFF, Local 150~-- .......... [ Ba/ryM. Nagel City Manager · I~~f ~n ~ Resources SSEmployee RelationskEERelations\lAFFklAFF Side Lettex H Fr~h Start. DOC Date Date ELK-09~15~04 Side Letter I to the Current Memorandum of Understanding Between the City of South San Francisco and the International Association of Firefighters, Local 1507 WHEREAS, the City of South San Francisco (City) and Intemational Association of Firefighters, Local 1507 (IAFF) previously agreed to a Memorandum of Understanding with effective dates July 1, 2001 to June 30, 2006 (MOU); and WHEREAS, the City and IAFF have met and conferred in good faith on the subject of and conditions for extending the current MOU by three years to be effective through June 30, 2009. IT IS HEREBY AGREED THAT THE CURRENT MOU BETWEEN THE CITY AND IAFF SHALL BE EXTENDED FOR THREE YEARS AND EFFECTIVE THROUGH JUNE 30, 2009 ACCORDING TO AND SUBJECT TO THE CONDITIONS SET FORTH BELOW: 1. Wage Increases Effective the payperiod including July 1, 2006, the base rate of pay for all employees shall be increased by 3.0%. Effective the payperiod including July 1, 2007, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation of the previously agreed upon survey agencies, using the same methodology as used during the current MOU, except as modified and agreed to in the Side Letter between the City and IAFF regarding the PERS Fresh Start Program, signed by the parties. Effective the payperiod including July 1, 2008, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation for the previously agreed upon survey agencies, using the same methodology as used during the current MOU, except as modified and agreed to in the Side Letter between the City and IAFF regarding the PERS Fresh Start Program, signed by the parties. 2. Paramedic/Firefighter Promotions to Fire Apparatus Engineer During the term of this MOU and its extension and no later than November 1, 2004, a Paramedic/Firefighter who promotes to a Fire Apparatus Engineer shall be y-rated at the same base pay as the individual received as a Paramedic/Firefighter so that the promotion does not cause a decrease in the individual's base pay. The y-rated level of base pay for the new Fire Side Letter I Between City of SSF and IAFF Page 2 Apparatus Engineer shall cease once the individual's pay step in the Fire Apparatus Engineers salary range would equal or exceed the individual's y-rated amount. 3. Fitness For Duty The City and IAFF have previously met and conferred and currently intend to meet and confer further on the subject of fitness for duty. The parties agree that these fitness for duty discussions have not been part of, and will not be incorporated into, the current MOU or this MOU extension. The parties' agreement to this MOU extension does not modify their respective fights and obligations on the subject of fitness for duty or affect the parties' fights or ability to continue to discuss this subject. 4. VEBA Employees in this unit shall continue to be eligible to participate in the Voluntary Employee Benefit Association (VEBA) program previously provided by the City. VEBA contributions are pre-tax, pre-FICA (Social Security/Medicare) and may be used for Post- retirement Unreimbursed Expenses only (such as medical and dental prescriptions or copays). Participants may use accrued, unused vacation payoffs to be automatically deposited into the employee's VEBA account each January, provided the employee has utilized a minimum of 64 hours of paid vacation during the previous calendar year. Upon separation from employment, thd employee may designate that the remaining portion of any unused vacation, discretionary holiday, sick, and/or administrative leave payoffs be deposited into his/her VEBA account. 5. Re-Openers During the 2006-07, 2007-08, and 2008-09 fiscal years, both the City and IAFF will have the right to re-open for negotiations one subject that is included, specifically discussed, and governed by the current MOU. Should either the City or IAFF wish to re-open any subject covered by the current MOU contract extension, it must notify the other party no later than August 1 st, except that a party that receives notice that the other party wishes to re-open a section of the MOU shall have 30 calendar days to respond that it also wishes to re-open a section of the MOU. Thus, for example, if the City received notice from IAFF on August 1, 2006 that IAFF wished to re-open a section of the MOU, the City would have until August 31, 2006 to notify IAFF that the City also wanted to re-open a section of the MOU. Any notice that a party wishes to re-open a section of the MOU pursuant to its fights under this Side Letter must be in writing, and specify the section of the MOU. While the parties are not obligated to reach agreement on any re-opener issue, they shall meet and confer in good faith. The parties shall not be required to utilize or exhaust any impasse, impasse resolution, or arbitration procedure that, in the absence of this paragraph, they otherwise would be required to exhaust or utilize under any City policy, rule or practice, agreement, or state or federal law. ELK-9/30/04 S:\Ernployee Relations~EERelations'dAFF~IAFF Side Letter I.DOC 714926-1 Side Letter I Between City of SSF and IAFF Page 3 This Side Letter shall not affect the parties' previously held meet and confer rights and obligations except as specifically set forth in this Side Letter. i~& Kralise; Chapter President IAFF, Local 1507 Date Date J wer Diro~tdr of Human Resources ' { '//D~te ELK-9/30/04 714926-1 S:kEmployee RelationskEERelations~IAFF\IAFF Side Letter I.DOC Side Letter H to the Current Memorandum of Understanding Between the City of South San Francisco and the South San Francisco Police Association WHEREAS, the City of South San Francisco (City) agreed in 2002 to enhance the California Public Employees Retirement System (PERS) retirement benefit it provides to employees represented by the Police Association from the retirement benefit for sworn police members commonly known as 2% at 50 to the retirement benefit commonly known as 3.0% at 50 and the retirement benefit for miscellaneous police members commonly known as 2% at 55 to the retirement benefit commonly known as 2.7% at 55; and WHEREAS, the City's agreement to provide Association employees with the enhanced 3% at 50 retirement benefit is set forth in Section 6.2.2.4 and G3 of the current Memorandum of Understanding and its extension between the City and the Association with effective dates January 1, 2001 through December 31, 2004 and extended from January 1, 2005 through December 31, 2006 (MOU); and WHEREAS, in addition to the higher "normal cost" associated with the City providing Association employees with this enhanced retirement benefit, the City also has to pay an additional contribution to PERS to pay for the "unfimded liability" associated with the cost of providing enhanced 3% at 50 and 2.7% at 55 retirement benefits to employees who retire relatively soon, such that the City's contributions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing financial hardship, the oppommity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHEREAS, the Fresh Start program would permit the City to increase the number of years within which it would have to pay for the unfunded liabilities associated with providing Association employees with the 3.0% at 50 and 2.7% at 55 benefit from the usual 12 or 13 years, to 30 years, with the result that the City would have a lower PERS employer rate in the short term; and WHEREAS, the City's financial condition is such that short-term financial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and to retain essential and valuable services; and WHEREAS, the City has in the recent past calculated wage increases for Association employees by first comparing certain categories of compensation (total compensation) with the South San Francisco Police Association Side Letter Re PERS Fresh Start September 30, 2004 Appendix H Page 2 amounts paid/provided by certain survey agencies, and then adjusting Association employees' wages, as and if required, to keep Association employees at the 60th percentile of the survey agencies; and WHEREAS, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been compared to the applicable survey agencies; and WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PERS Fresh Start program would be lost if this reduced rate was used to determine the City's total compensation, since the reduced employer rate could result in a corresponding increase in employee wages under the previously used formula to ensure employees remain at the 60th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly, lowered, since employees would be entitled to the same 3% at 50 and/or 2.7% at 55 PERS benefit, the City already pays the employee's PERS contribution, and participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, the City and Association have met and conferred regarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Association employees, if any, during the term of their current MOU: IT IS HEREBY AGREED THAT, if the City participates in the PERS Fresh Start program: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Association employees than if the City had not participated in the Fresh Start program. 2. For any total compensation comparison used by the City or Association for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's total compensation for Association employees shall include what the City's total PERS employer rate would have been if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and the percentage difference between its actual rate and what the PERS employer rate would have been if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agreement on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2005-06 Fiscal Year South San Francisco Police Association Side Letter Re PERS Fresh Start September 30, 2004 Appendix H Page 3 Total Police Employer Rate in FY 2005~ If Do not Participate in Fresh Start ............................................ 33.528 Total Police Employer Rate in FY 2005 If Do Participate in Fresh Start .................................................. 27.750 Difference .................................................................................................................................................. 5.78 Total Police Employer Rate in FY 2006 If Do not Participate in Fresh Start ............................................ 32.509 Total Police Employer Rate in FY 2006 If Do Participate in Fresh Start .................................................. 27.750 Difference .................................................................................................................................................. 4.76 Total Miscellaneous Employer Rate in FY 2005 If Do not Participate in Fresh Start ................................ 16.051 Total Miscellaneous Employer Rate in FY 2005 If Do Participate in Fresh Start ..................................... 13.448 Difference 2.60 Total Miscellaneous Employer Rate in FY 2006 If Do not Participate in Fresh Start ............................... 15.65 Total Miscellaneous Employer Rate in FY 2006 If Do Participate in Fresh Start ..................................... 13.448 Difference .................................................................................................................................................. .20 Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2004-05 Fiscal Year to determine whether a wage increase for sworn police members was appropriate or required, the City's total compensation for purposes of the comparison would include the 33.528% employer rate rather than the 27.750% rate the City will actually have to contribute as its employer contribution in the 2004-05 Fiscal Year. 3. This Side Letter shall only be effective during the term of the current MOU, and shall expire effective December 31, 2006. 4. This Side Letter shall be limited to total compensation surveys mandated by the current MOU, or any written agreement between the City and Association, executed subsequent to this Side Letter and prior to December 31, 2006, that requires the City to conduct a total compensation survey for the purpose of analyzing wage or some other element of total compensation. Name, Title Date Police Association pNoa~icee' AT~?o ciation~,)~ The "Total Employer Rates" used in this example were provided to the City by PERS. South San Francisco Police Association Side Letter Re PERS Fresh Start September 30, 2004 Appendix H Page 4 Bavr~ M. Nagel City Manager Date Je ' ~o~ Human Resources ELK S:~Employee RelationshEERelations~Police~A Side Letter H Fresh Start. DOC Side Letter I to the Current Memorandum of Understanding Between the City of South San Francisco and the South San Francisco Police Association WHEREAS, the City of South San Francisco (City) and the South San Francisco Police Association (Association) previously agreed to a Memorandum of Understanding with effective dates January 1, 2001 to December 31, 2004 and extended from January 1, 2005 through December 31, 2006 (MOU); and WHEREAS, the City and Association have met and conferred in good faith on the subject of and conditions for extending the current MOU by two years to be effective through December 31, 2008. IT IS HEREBY AGREED THAT THE CURRENT MOU BETWEEN THE CITY AND ASSOCIATION SHALL BE EXTENDED FOR TWO YEARS AND EFFECTIVE THROUGH DECEMBER 31, 2008 ACCORDING TO AND SUBJECT TO THE CONDITIONS SET FORTH BELOW: 1. Wage Effective the payperiod including January 1, 2006, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation of the previously agreed-upon survey agencies, using the same methodology as used during the current MOU, except as modified and agreed to in the Side Letter between the City and the Association regarding the PERS Fresh Start Program, signed by the parties in October 2004, and as set forth in the remainder of this paragraph. For the payperiod including January 1, 2005, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation of the previously agreed-upon survey agencies using the same methodology as agreed to during the current MOU, except the PERS rates will be those rates established on 7/1/04 by PERS for survey agencies. For the 2006 adjustment only, the modified Fresh Start survey methodology agreed to in the October 2004 Side Letter shall be further modified for any survey agency that also contracts for PERS' Fresh Start Program. Specifically, that agency's PERS employer contribution rate used to determine that agency's total compensation in the survey shall be the agency's employer contribution rate (not adjusted due to the Fresh Start Program), unless the parties are able to confirm, and thus utilize, what would have been that agency's actual higher PERS employer contribution rate had the agency not contracted for the Fresh Start Program. If the prior Fresh Start contribution rate cannot be established, the City will use the South San Francisco Fresh Start percentage modifier. Side Letter I Between City of SSF and PA Page 2 Effective the pay period including January 1, 2007, the base rate of pay for all employees shall be increased by the same percentage as any increase in the CPI (U) for the San Francisco, Oakland, San Jose area during the 2006 calendar year (i.e. the percentage increase for the 12- month period from January 1, 2006 to December 31, 2006). Effective the pay period including January 1, 2008, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation of the previously agreed-upon survey agencies, using the same methodology as used during the current MOU, except as modified and agreed to in the Side Letter between the City and the Association regarding the PERS Fresh Start Program, signed by the parties in September 2004. 2. VEBA Employees in this unit shall continue to be eligible to participate in the Voluntary Employee Benefit Association (VEBA) program previously provided by the City. VEBA contributions are pre-tax, pre-FICA (Social Security/Medicare) and may be used for Post- retirement Unreimbursed Expenses only (such as medical and dental prescriptions or copays). Participants may use accrued, unused vacation payoffs to be automatically deposited into the employee's VEBA account each January, provided the employee has utilized a minimum of 64 hours of paid vacation during the previous calendar year. Upon separation from employment, the employee may designate that the remaining portion of any unused vacation, discretionary holiday, sick, and/or administrative leave payoffs be deposited into his/her VEBA account. 3. Benefits In September 2004, the City has also been negotiating MOU and Compensation Plan extensions with its other employee groups, including IAFF Local 1507, AFSCME Local 1569, Teamsters Local 856, IUOESEL Local 39, the Public Safety Managers Unit, the Mid- Management Unit, and the Executive Management Unit (hereafter, "the 2004 Negotiations"). The City agrees that the Association shall be entitled to receive any increase in health and welfare benefits, including any enhancement to health, retirement, or leave benefits, granted to any of the above-referenced other employee groups during the 2004 Negotiations, if the cost of the increase if applied to the Association would be valued at 0.5% or more of the Association's base salary. This fight shall not extend, however, to any wage increase negotiated by or granted to any other employee group. This provision also shall not apply to any increase that another employee group may have negotiated or will receive as a result of a re-opener provision in their MOU or Compensation Plan. 4. Re-Opener Both the City and Association shall have the right to re-open for negotiations any aspect of the salary survey referenced in Section 2 of this Side Letter, that would otherwise be used to calculate the wage increase, if any, for Association employees in 2008. Should either the City or ELK-9/30/IM 714926-1 C:kDocuments and Settings\jazzopar. POLICELLocal Settings\Temporary Internet Files\OLKFSX2004 MOU Extenfion. doc Side Letter I Between City of SSF and PA Page 3 Association wish to re-open on the subject of the salary survey, it must notify the other party, in writing, between January 1, 2007 and June 1, 2007. While the parties are not obligated to reach agreement on any change in the salary survey methodology, they shall meet and confer in good faith. Any change must be "mutually agreed" to without utilizing or exhausting any impasse, impasse resolution, arbitration procedure, or imposition of the change that, in the absence of this paragraph, they otherwise would be required to exhaust or utilize under any City policy, rule or practice, agreement, or state or federal law. Name, Title Police Association Date Date ELK-9/30/04 C:XDocuments and Settings\jazzopar. POLICE~Local Settings\Temporary Internet Files\OLKFSX2004 MOU Extentiomdoc 714926-1 Side Letter G to the Current Compensation Plan Between the City of South San Francisco and the Mid-management Unit WHEREAS, the City of South San Francisco (City) agreed in 2002 to enhance the California Public Employees Retirement System (PERS) retirement benefit it provides to unrepresented Mid-management unit employees from the retirement benefit commonly known as 2% at 55 to the retirement benefit commonly known as 2.7% at 55; and WHEREAS, the City's agreement to provide the Mid-management employees with the enhanced 2.7% at 55 retirement benefit is set forth in Section 7.12.4 of the current Compensation Plan between the City and the Mid-management Unit with effective dates July 1, 2000 to June 30, 2003 extended from July 1, 2003 through September 30, 2007 (CP); and WHEREAS, in addition to the higher "normal cost" associated with the City providing Mid-management Unit employees with this enhanced retirement benefit, the City also has to pay an additional contribution to PERS to pay for the "unfunded liability" associated with the cost of providing enhanced 2.7% at 55 retirement benefits to employees who retire relatively soon, such that the City's contributions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing financial hardship, the opportunity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHEREAS, the Fresh Start program would permit the City to increase the number of years within which it would have to pay for the unfunded liabilities associated with providing the Mid-management Unit employees with the 2.7% at 55 benefit from the usual 12 or 13 years, to 30 years, with the result that the City would have a lower PERS employer rate in the short term; and WHEREAS, the City's financial condition is such that short-term financial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and to retain essential and valuable services; and WHEREAS, the City has in the recent past calculated wage increases for Mid- management Unit employees by first comparing certain categories of compensation (total compensation) with the amounts paid/provided by certain survey agencies, and then adjusting Mid-management Unit employees' wages, as and if required, to keep Mid-management Unit employees at the 60th percentile of the survey agencies; and Mid-management Unit Side Letter Re PERS Fresh Start September 15, 2004 Appendix G Page 2 WHEREAS, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been compared to the applicable survey agencies; and WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PERS Fresh Start program would be lost if this reduced PERS employer contribution rate was used to determine the City's total compensation, since the reduced employer rate could result in a corresponding increase in employee wages under the previously used formula to ensure employees remain at the 60th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly lowered, since employees would be entitled to the same 2.7 at 55 PERS benefit, the City akeady pays the employee's PERS contribution, and' participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, the City and Mid-management Unit have met and conferred regarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Mid-management Unit employees, if any, during the remaining term of their current CP: IT IS HEREBY AGREED THAT, if the City participates in the PERS Fresh Start program: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Mid-management Unit employees than if the City had not participated in the Fresh Start program. 2. For the remainder of this contract term, any total compensation comparison used by the City or Mid-management Unit for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's total compensation for Mid-management Unit employees shall include what the City's total PERS employer rate would have been if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and the percentage difference between its actual rate and what the PERS employer rate would have been if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agreement on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2004- 05, 2005-06, and 2006-07 Fiscal Years. ELK-9/14/04C:kDo¢llmellts and Settings\jbower~Local Settings\Temporary Internet Files\OLK94hMM_Side_Letter G Fresh_Startl.dc Mid-management Unit Side Letter Re PERS Fresh Start September 15, 2004 Appendix G Page 3 Total Employer Rate in FY 2005~ If Do not Participate in Fresh Start ........... 16.051 Total Employer Rate in FY 2005 If Do Participate in Fresh Start ..................13.448 Difference .......................................................................................................... 2.60 Total Employer Rate in FY 2006 If Do not Participate in Fresh Start ............ 15.65 Total Employer Rate in FY 2006 If Do Participate in Fresh Start ..................13.448 Difference .......................................................................................................... 2.20 Total Employer Rate in FY 2007 If Do not Participate in Fresh Start ............ 15.268 Total Employer Rate in FY 2007 If Do Participate in Fresh Start ..................13.448 Difference .......................................................................................................... 1.82 Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2004-2005 Fiscal Year to determine whether a wage increase was appropriate or required, the City's total compensation for purposes of the comparison would include the 16.051% employer rate rather than the 13.448% rate the City will actually have to contribute as its employer contribution in the 2004-05 Fiscal Year. 3. This Side Letter shall only be effective during the term of the current CP, and shall expire effective September 30, 2007. 4. This Side Letter shall be limited to total compensation surveys mandated by the current CP, or any written agreement between the City and Mid-management Unit, executed subsequent to this Side Letter and prior to September 30, 2007, that requires the City to conduct a total compensation survey for the purpose of analyzing wage or some other element of total Financial Services Supervisor 9/30/04 For Mid-management Unit: Name and Title Date Ba ~rt~y~!~-Nagel City 19lanager Date The "Total Employer Rates" used in this example were provided to the City by PERS. ELK-9/~4/04C:kDocuments and Settings\jbowerkLocal Settings\Temporary Interact FilesXOLK94X:MM_Side_Letter G Fresh_Startl.dc Mid-management Unit Side Letter Re PERS Fresh Start September 15, 2004 Appendix G Page 4 Je r, Director of Human Resources //Date ELK-9/14/04C:kDo¢lllIlents and Settings\jbowerXLoeal Settings\Temporary Intemet Files\OLK94WIM_Side_Letter G Fresh_Startl.dc Side Letter H to the Current Compensation Plan Between the City of South San Francisco and the Mid-management Unit WHEREAS, the City of South San Francisco (City) and the Mid-management employees previously agreed to a Compensation Plan with effective dates July 1, 2000 through June 30, 2003 and extended to September 30, 2007 (CP); and WHEREAS, the City and Mid-management representatives have met and conferred in good faith on the subject of and conditions for again extending the current Compensation Plan by two years to be effective through September 30, 2009. IT IS HEREBY AGREED THAT THE CURRENT COMPENSATION PLAN BETWEEN THE CITY AND THE MID-MANAGEMENT UNIT SHALL BE EXTENDED FOR TWO YEARS AND EFFECTIVE THROUGH JUNE 30, 2009 ACCORDING TO AND SUBJECT TO THE CONDITIONS SET FORTH BELOW: 1. Wage Increases Effective the payperiod including July 1, 2006, the base rate of pay for all employees shall be increased by the same percentage as any increase in the CPI(U) for the San Francisco, Oakland, San Jose area for the previous 12-month period. Effective the payperiod including July 1, 2007, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation of the previously agreed upon survey agencies, using the same methodology as used during the current CP. Effective the payperiod including July 1, 2008, the base rate of pay for all employees shall be increased, if and to the extent required, to keep employees at the 60th percentile in total compensation of the previously agreed upon survey agencies, using the same methodology as used during the current CP. 2. Me Too Salary Clause Effective the payperiod including July 1, 2006, the base rate of pay for all employees shall be increased by the CPI as indicated in the Wage Increase section above. However, if the CPI is .5% of salary or more below the fixed rate increase as granted IAFF on that same date, this unit shall receive the fixed rate of 3%. For example, if the increase is CPI(U) 2.51% or greater, this will be the increase given the Mid-management unit. If this CPI(U) increase is 2.50% or less, employees shall receive an increase of 3.0%. Side Letter H Between City of SSF and Mid-management Unit Page 2 3. Maintenance of Benefits During the 2007-08 and 2008-09 fiscal years, both the City and the Mid-management Unit agree to maintain the current level of health and welfare benefits, subject to the Re-opener provision below. 4. Re-Openers During the 2007-08 and 2008-09 fiscal years, both the City and the Mid-management Unit representations will have the fight to re-open for negotiations one subject that is included, specifically discussed, and governed by the current CP. Should either the City or the Mid-management Unit wish to re-open any subject covered by the current CP contract extension, it must notify the other party no later than September 1st, except that a party that receives notice that the other party wishes to re-open a section of the CP shall have 30 calendar days to respond that it also wishes to re-open a section of the CP. Thus, for example, if the City received notice from the Mid-management Unit on September 1, 2007 that it wished to re-open a section of the CP, the City would have until October 1, 2007 to notify the Mid-management Unit that the City also wanted to re-open a section of the CP. Any notice that a party wishes to re-open a section of the MOU pursuant to its fights under this Side Letter must be in writing, and specify the section of the CP. While the parties are not obligated to reach agreement on any re-opener issue, they shall meet and confer in good faith. The parties shall not be required to utilize or exhaust any impasse, impasse resolution, or arbitration procedure that, in the absence of this paragraph, they otherwise would be required to exhaust or utilize under any City policy, rule or practice, agreement, or state or federal law. This Side Letter shall not affect the parties' previously held meet and confer fights and obligations except as specifically set forth in this Side Letter. f/l(a~nan, MidC-mana~ment Unit 09/30/04 Date Date ELK-9/30/04 714926-1 C:kDocumems and Settings\jbowerXLocal Settings\Temporary Internet Files\OLK94WIM_Side_Letter_Hl.doe Side Letter H Between City of SSF and Mid-management Unit Page 3 Jennif~A(. l~wer, Director of Human Resources Date ELK-9/30/04 C:XDocumants and Settings\jbowerXLocal Settings\Temporary Imternet Files\OLK94WIM Side Lettex_H 1.doe 714926-1 Side Letter J to the Current Compensation Plan Between the City of South San Francisco and the Public Safety Managers Unit Employees WHEREAS, the City of South San Francisco (City) and the Public Safety Managers Unit (PSM) previously agreed to a Compensation Plan with effective dates January 1, 2002 to December 31, 2004 (CP); and WHEREAS, the City and PSM have met and conferred in good faith on the subject of and conditions for extending the current CP by 18 months years to be effective through June 30, 2006. IT IS HEREBY AGREED THAT THE CURRENT CP BETWEEN THE CITY AND PSM SHALL BE EXTENDED FOR EIGHTEEN MONTHS AND EFFECTWE THROUGH JUNE 30, 2006 ACCORDING TO AND SUBJECT TO THE CONDITIONS SET FORTH BELOW: 1. "Me Too" Compensation and Benefits During this CP extension, the City will continue to provide wage increases to Fire Service Public Safety Managers and Police Service Public Safety Managers according to the same "me too" practice as it previously has under the current CP (See CP, Section 2.1). The City also will continue during the term of the CP extension its current practices of providing those benefits previously provided to Fire Service Public Safety Managers as provided for employees represented by IAFF and providing those benefits as previously provided to Police Service Public Safety Managers as provided for employees represented by the Police Association. 2. VEBA Employees in this unit shall continue to be eligible to participate in the Voluntary Employee Benefit Association (VEBA) program previously provided by the City. VEBA contributions are pre-tax, pre-FICA (Social Security/Medicare) and may be used for Post- retirement Unreimbursed Expenses only (such as medical and dental prescriptions or copays). Participants may use accrued, unused vacation payoffs to be automatically deposited into the employee's VEBA account each January, provided the employee has utilized a minimum of 64 hours of paid vacation during the previous calendar year. Upon separation ~om employment, the employee may designate that the remaining portion of any unused vacation, discretionary holiday, sick, and/or administrative leave payoffs be deposited into his/her VEBA account. Side Letter J Between City of SSF and Public Safety Managers Unit Page 2 3. Dental Benefits Study Section C. 1. of Appendix C to the current CP concerns the possibility of employees covered by the CP exploring the feasibility of increasing dental benefits and sets a deadline for a possible modification of January 1, 2003. The parties agree that this deadline shall be extended to December 31, 2005. 4. Re-Openers From January 1, 2005 through June 30, 2006, both the City and PSM will have the right to re-open for negotiations one subject that is included, specifically discussed, and governed by the current CP. Should either the City or PSM wish to re-open any subject covered by the current CP contract extension, it must notify the other party no sooner than August 1, 2005 and no later than October 1, 2005, except that a party that receives notice that the other party wishes to re-open a section of the CP shall have 30 calendar days to respond that it also wishes to re-open a section of the CP. Thus, for example, if the City received notice from PSM on August 1, 2005 that PSM wished to re-open a section of the CP, the City would have until August 31, 2005 to notify PSM that the City also wanted to re-open a section of the CP. Any notice that a party wishes to re- open a section of the CP pursuant to its rights under this Side Letter must be in writing, and specify the section of the CP. While the parties are not obligated to reach agreement on any re-opener issue, they shall meet and confer in good faith. The parties shall not be required to utilize or exhaust any impasse, impasse resolution, or arbitration procedure that, in the absence of this paragraph, they otherwise would be required to exhaust or utilize under any City policy, rule or practice, agreement, or state or federal law. This Side Letter shall not affect the parties' previously held meet and confer fights and obligafi.~e?ept ~/specifically set forth in this Side Letter. Public S~[ty Manager Representative, Bob ~tta;ion Chief Public Safety Manager Representative Mike/l~snan, Police~L4euten.ant BarrfM. Nagel Ci~~er Jenniferf~. Bower, Director of Human Resources ELK-9/30/04 S:kEmploy~e Rel~tio~kEERelationskPSIVl~Side Lett~ J PSM,DOC Date Date 714926-1 Side Letter I to the Current Compensation Plan Between the City of South San Francisco and the Public Safety Managers Unit Employees WHEREAS, the City of South San Francisco (City) agreed in 2002 to enhance the California Public Employees Retirement System (PERS) retirement benefit it provides to Public Safety Managers Unit employees from the retirement benefit for both of its public safety sworn members commonly known as 2.5% at 55 to the retirement benefit commonly known as 3% at 50; and WHEREAS, the City's agreement to provide Public Safety Managers Unit employees with the enhanced 3% at 50 retirement benefit is set forth in Section 5.9.1.5 of the current Compensation Plan between the City and Public Safety Managers Unit (CP) with effective dates January 1, 2002 through December 31, 2004; and extended to June 30, 2006 (see Side Letter J). WHEREAS, in addition to the higher "normal cost" associated with the City providing Public Safety Managers Unit employees with this enhanced retirement benefit, the City also has to pay an additional contribution to PERS to pay for the "unfunded liability" associated with the cost of providing enhanced 3% at 50 retirement benefits to employees who retire relatively soon, such that the City's contributions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing financial hardship, the opportunity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHEREAS, the Fresh Start program would permit the City to increase the number of years within which it would have to pay for the unfunded liabilities associated with providing the Public Safety Managers Unit employees with the 3% at 50 benefit from the usual 12 or 13 years, to 30 years, with the result that the City would have a lower PERS employer rate in the short term; and WHEREAS, the City's financial condition is such that short-term financial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and to retain essential and valuable services; and WHEREAS, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been compared to the applicable survey agencies; and Public Safety Managers Unit Employees Side Letter Re PERS Fresh Start September 28, 2004 Appendix I Page 2 WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PERS Fresh Start program would be lost if this reduced PERS employer contribution rate was used to determine the City's total compensation, since the reduced employer rate could result in a corresponding increase in employee wages under the previously used formula to ensure employees remain at the 60th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly lowered, since employees would be entitled to the same 3% at 50 PERS benefit, the City already pays the employee's PERS contribution, and participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, the City and Public Safety Managers Unit have met and conferred regarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Public Safety Managers Unit employees, if any, during the remaining term of their current CP: IT IS HEREBY AGREED THAT, if the City participates in the PERS Fresh Start program: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Public Safety Managers Unit employees than if the City had not participated in the Fresh Start program. 2. For the remainder of this contract term, any total compensation comparison used by the City or Public Safety Managers Unit for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's total compensation for Public Safety Managers Unit employees shall include what the City's total PERS employer rate would have been if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and the percentage difference between its actual rate and what the PERS employer rate would have been if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agreement on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2004-05, 2005-06, and 2006-07 Fiscal Years. ELK-9/14/04 S:kEmployee RelationsLEERelationskPSMkPSM Side Letter I Fresh Start. DOC Public Safety Managers Unit Employees Side Letter Re PERS Fresh Start September 28, 2004 Appendix I Page 3 Total Police Employer Rate in FY 2005 If Do Participate in Fresh Start ................................................... Difference .................................................................................................................................................... Total Police Employer Rate in FY 2006 If Do not Participate in Fresh Start ............................................. Total Police Employer Rate in FY 2006 If Do Participate in Fresh Start ................................................... Total Police Employer Rate in FY 2005 If Do not Participate in Fresh Start .............................................. 33.528 27.750 5.78 32.509 Difference 27.750 .................................................................................................................................................... .76 Total Police Employer Rate in FY 2007 If Do not Participate in Fresh Start ............................................. 31.55 Total Police Employer Rate in FY 2007 If Do Participate in Fresh Start ...................................................27.750 Difference .................................................................................................................................................... 3.80 Total Fire Employer Rate in FY 2005 If Do not Participate in Fresh Start ................................................. 32.463 Total Fire Employer Rate in FY 2005 If Do Participate in Fresh Start ......................................................27.562 Difference .................................................................................................................................................... 4.90 Total Fire Employer Rate in FY 2006 If Do not Participate in Fresh Start ................................................ 31.762 Total Fire Employer Rate in FY 2006 If Do Participate in Fresh Start ......................................................27.562 Difference .................................................................................................................................................... 3.54 Total Fire Employer Rate in FY 2007 If Do not Participate in Fresh Start ................................................ 30.49 Total Fire Employer Rate in FY 2007 If Do Participate in Fresh Start ......................................................27.562 Difference .................................................................................................................................................... .92 Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2004-2005 Fiscal Year to determine whether a wage increase was appropriate or required for police employees, the City's total compensation for purposes of the comparison would include the 33.528% employer rate rather than the 27.750% rate the City will actually have to contribute as its employer contribution in the 2004-05 Fiscal Year. 3. This Side Letter shall only be effective during the term of the current Compensation Plan, and shall expire effective June 30, 2006. 4. This Side Letter shall be limited to total compensation surveys mandated by the current Compensation Plan, or any written agreement between the City and Public Safety Managers Unit, executed subsequent to this Side Letter and prior to December 31, 2004, that requires the City to conduct a total compensation survey for the purpose of analyzing wage or some other element of total compensation. ELK-9/14/04 S:XEmployee Relations~EERelations~PSM~PSM Side Letter I Fresh Start. DOC Public Safety Managers Unit Employees Side Letter Re PERS Fresh Start September 28, 2004 Appendix I Page 4 For Public Safety Managers Unit: Bob~ma~ lion Chief For Public Safety Managers Unit: Mike Brosnan, Police Lieutenant B~ M. Nagel ~ty-'l~"~'-ager e~t(r A. BcJwer, D~ of l-luma~Resources Date Date Date E~.K-9/~4/04 S:kEmployee RelationskEERelationskPSIvlkPSM Side Letter I Fresh Start. DOC Side Letter to the Current Compensation Plan Between the City of South San Francisco and the Executive Management Employees WHEREAS, the City of South San Francisco (City) agreed in 2002 to enhance the California Public Employees Retirement System (PERS) retirement benefit it provides to Executive Management employees from the retirement benefit for its miscellaneous members commonly known as 2% at 55 to the retirement benefit commonly known as 2.7% at 55; and for public safety executive management employees fi:om the retirement benefit for its public safety sworn members commonly known as 2.5% at 55 to the retirement benefit commonly known as 3% at 50; and WHEREAS, the City's agreement to provide Executive Management employees with the enhanced 2.7% at 55 and 3% at 50 retirement benefit is set forth in Section H of the current Compensation Plan (CP) between the City and Executive Management with effective dates July 1, 2000 through September 30, 2003 and extended from July 1, 2003 through September 30, 2006; and WHEREAS, in addition to the higher "normal cost" associated with the City providing Executive Management employees with this enhanced retirement benefit, the City also has to pay an additional contribution to PERS to pay for the "unfunded liability" associated with the cost of providing enhanced 2.7% at 55 and the 3% at 50 retirement benefits to employees who retire relatively soon, such that the City's contributions to PERS during these employees' employment are not sufficient to cover the costs of these employees' retirements; and WHEREAS, PERS is offering certain public agencies, who are facing financial hardship, the opportunity to participate in their "Fresh Start" program to reduce the short-term cost of paying for these unfunded liabilities; and WHEREAS, the Fresh Start program would permit the City to increase the number of years within which it would have to pay for the unfunded liabilities associated with providing the Executive Management employees with the 2.7% at 55 and 3% at 50 benefit fi:om the usual 12 or 13 years, to 30 years, with the result that the City would have a lower PERS employer rate in the short term; and WHEREAS, the City's financial condition is such that short-term financial savings offered by the Fresh Start program would help the City in its efforts to minimize or avoid layoffs, and to retain essential and valuable services; and Executive Management Employees Side Letter Re PERS Fresh Start September 30, 2004 Appendix I Page 2 WHEREAS, the City has in the recent past calculated wage increases for Executive Management employees by first comparing certain categories of compensation (total compensation) with the amounts paid/provided by certain survey agencies, and then adjusting Executive Management employees' wages, as and if required, to keep Executive Management employees at the 75th percentile of the survey agencies; and WHEREAS, the City has, in the past, included the City's PERS employer contribution in the City's total compensation that has been compared to the applicable survey agencies; and WHEREAS, the City savings which otherwise would occur due to a decrease in the employer rate under the PERS Fresh Start program would be lost if this reduced PERS employer contribution rate was used to determine the City's total compensation, since the reduced employer rate could result in a corresponding increase in employee wages under the previously used formula to ensure employees remain at the 75th percentile in total compensation among the survey agencies; and WHEREAS, employees would not suffer any adverse affect if the City participated in the Fresh Start Program and the City's employer rate was, accordingly lowered, since employees would be entitled to the same 2.7% at 55 PERS benefit and/or the 3% at 50 PERS benefit, the City already pays the employee's PERS contribution, and participation in the Fresh Start program would not adversely affect employee's wages or other benefits; and WHEREAS, the City and Executive Management have met and conferred regarding the benefits of the Fresh Start program, and have agreed as set forth below to modify how the City will conduct total compensation comparisons affecting Executive Management employees, if any, during the remaining term of their current CP: IT IS HEREBY AGREED THAT, if the City participates in the PERS Fresh Start program: 1. The decrease in the City's PERS employer rate that results from the City's participation in the Fresh Start program shall not cause the City to pay more in wage or other compensation or benefits to Executive Management employees than if the City had not participated in the Fresh Start program. 2. For the remainder of this contract term, any total compensation comparison used by the City or Executive Management for the purpose of determining whether any or a particular wage increase is required or appropriate, the City's total compensation for Executive Management employees shall include what the City's total PERS employer rate would have been if the City had not participated in the Fresh Start program. Put differently, the City will include in its total compensation for survey comparison purposes the sum of its actual employer rate and the percentage difference between its actual rate and what the PERS employer rate would have been ELK-9/14/04 S:kEmployee RelationskEERelationskXmgmtkXmgmt Side Letter I Fresh Start. DOC Executive Management Employees Side Letter Re PERS Fresh Start September 30, 2004 Appendix I Page 3 if the City had not participated in the Fresh Start program. The following example demonstrates the parties' agreement on how they will use the City's PERS employer rate in any total compensation comparison that the parties decided to do, or are required to do, during the 2004- 05, 2005-06, and 2006-07 Fiscal Years. Total Miscellaneous Employer Rate in FY 2005~ If Do not Participate in Fresh Start ............................... 16.051 Total Miscellaneous Employer Rate in FY 2005 If Do Participate in Fresh Start ...................................... 13.448 Difference .................................................................................................................................................... 2.60 Total Miscellaneous Employer Rate in FY 2006 If Do not Participate in Fresh Start ............................... 15.65 Total Miscellaneous Employer Rate in FY 2006 If Do Participate in Fresh Start ...................................... 13.448 Difference .................................................................................................................................................... 2.20 Total Miscellaneous Employer Rate in FY 2007 If Do not Participate in Fresh Start ............................... 15.268 Total Miscellaneous Employer Rate in FY 2007 If Do Participate in Fresh Start ...................................... 13.448 Difference .................................................................................................................................................... .82 Total Police Employer Rate in FY 2005 If Do not Participate in Fresh Start .............................................. 33.528 Total Police Employer Rate in FY 2005 If Do Participate in Fresh Start ................................................... 27.750 Difference .................................................................................................................................................... 5.78 Total Police Employer Rate in FY 2006 If Do not Participate in Fresh Start ............................................. 32.509 Total Police Employer Rate in FY 2006 If Do Participate in Fresh Start ................................................... 27.750 Difference 4.76 Total Police Employer Rate in FY 2007 If Do not Participate in Fresh Start ............................................. 31.55 Total Police Employer Rate in FY 2007 If Do Participate in Fresh Start ................................................... 27.750 Difference Total Fire Employer Rate in FY 2005 If Do not Participate in Fresh Start ................................................. 32.463 Total Fire Employer Rate in FY 2005 If Do Participate in Fresh Start ......................................................27.562 Difference .................................................................................................................................................... 4.90 Total Fire Employer Rate in FY 2006 If Do not Participate in Fresh Start ................................................ 31.762 Total Fire Employer Rate in FY 2006 If Do Participate in Fresh Start ......................................................27.562 Difference .................................................................................................................................................... 3.54 Total Fire Employer Rate in FY 2007 If Do not Participate in Fresh Start ................................................ 30.49 Total Fire Employer Rate in FY 2007 If Do Participate in Fresh Start ......................................................27.562 Difference .................................................................................................................................................... .92 Under this example, if the parties chose to or are required to conduct a total compensation comparison to survey agencies in the 2004-2005 Fiscal Year to determine whether a wage increase was appropriate or required for miscellaneous employees, the City's total compensation for purposes of the comparison would include the 16.051% employer rate rather than the 13.448% rate the City will actually have to contribute as its employer contribution in the 2004-05 Fiscal Year. 3. This Side Letter shall only be effective during the term of the current Compensation Plan, and shall expire effective September 30, 2006. The "Total Employer Rates" used in this example were provided to the City by PERS. ELK-9/14/04 S:~mployee Relations\EERelationsXXmgmtD~magmt Side Letter I Fresh Start. DOC Executive Management Employees Side Letter Re PERS Fresh Start September 30, 2004 Appendix I Page 4 4. This Side Letter shall be limited to total compensation surveys mandated by the current Compensation Plan, or any written agreement between the City and Executive Management, executed subsequent to this Side Letter and prior to September 30, 2006, that requires the City to conduct a total compensation survey for the purpose of analyzing wage or some other element of total compensation. For ~xecutive Management: Name and Title Date Ban~y~ Nagel :City Manager Date ELK-9/14/04 SSEmployee Relations~EERelationsXXmgmtXXmgmt Side Letter I Fresh Start. DOC