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HomeMy WebLinkAbout2019-04-09 e-packet@6:00Tuesday, April 9, 2019 6:00 PM City of South San Francisco P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA City Hall, City Manager's Conference Room 400 Grand Avenue, South San Francisco, CA Special City Council Special Meeting Agenda April 9, 2019Special City Council Special Meeting Agenda NOTICE IS HEREBY GIVEN, pursuant to Section 54956 of the Government Code of the State of California, the City Council of the City of South San Francisco will hold a Special Meeting on Tuesday, April 9, 2019, at 6:00 p.m., at City Hall, City Manager's Conference Room, 400 Grand Avenue, South San Francisco, California. Purpose of the meeting: Call to Order. Roll Call. Agenda Review. Public Comments - comments are limited to items on the Special Meeting Agenda. ADMINISTRATIVE BUSINESS Report regarding Study Session on potential regulation of plastic straws. (Christina Fernandez, City Manager’s Office) 1. Study Session: Review and Analysis of Minimum Wage Increase for City of South San Francisco Employees (Leah Lockhart, Human Resources Director) 2. Report regarding a Study Session on the potential regulation of flavored tobacco, including e-cigarettes in South San Francisco. (Christina Fernandez, City Manager’s Office) 3. Study session regarding a comprehensive financial review of the City of South San Francisco, including pension costs (Christina Crosby, Interim Director of Finance) 4. Adjournment. Page 2 City of South San Francisco Printed on 6/6/2019 City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:19-205 Agenda Date:4/9/2019 Version:1 Item #:1. Report regarding Study Session on potential regulation of plastic straws.(Christina Fernandez,City Manager’s Office) RECOMMENDATION It is recommended that City Council provide guidance and direction regarding the potential regulation of plastic straws. BACKGROUND/DISCUSSION The United States uses over 500 million straws every day.Many of these straws end up in the landfill or ocean, irreparably harming marine life and making its way into our water supplies.Plastic straws do not biodegrade, rather they breakdown into small pieces known as “mircroplastics.”These microplastics never dissolve and are present in sea salt,tap drinking water,and shellfish.New studies confirm that some microplastics are smaller than dust particles or powdered sugar ingested by marine life,which threatens many species survival.Over 94% of tap water contains microplastics. Plastic straws are the focus of many of the current efforts to ban plastic food service ware due to its prevalence in the ocean.More than 8.3 billion straws pollute the world’s beaches,and if the current rate of usage continues,by the year 2050 there will be more plastic (by weight)than fish in our oceans.Straws are in the top 10 of litter picked up during coastal cleanups. Too lightweight to make it through mechanical recycling sorters,plastic straws drop through sorter screens and mix with other materials too small to separate,contaminating recycling loads or getting disposed as garbage. Many of these straws end up in the ocean due to human error or blown out of trash cans. The City of South San Francisco is committed to sustainability,environmental preservation,and reducing greenhouse gas emissions. Among the initiatives to keep South San Francisco “green” include: ·Adopted in 2008,the City’s Green Food Packaging ordinance prohibits food vendors from dispensing prepared food to customers in disposable food service ware made from polystyrene.(SSFMC Chapter 8.60) ·Effective April 22,2013,the City adopted a reusable bag ordinance that prohibits the use of single use carryout bags at retail stores.It requires retailers to charge customers for recycled paper bags and reusable bags at point of sale. (SSFMC Chapter 8.64) ·Adopted in 2014,the City’s Climate Action Plan provided guidance in meeting the City’s goals to reduce energy usage and greenhouse gas emissions communitywide. ·In 2016,the City joined Peninsula Clean Energy,which gives residents and businesses the option to purchase energy from renewable sources. City of South San Francisco Printed on 4/3/2019Page 1 of 6 powered by Legistar™ File #:19-205 Agenda Date:4/9/2019 Version:1 Item #:1. ·South San Francisco currently encourages residents and businesses to participate in various transit options including the Free South City Shuttle service and SCOOP, the commute app. Current Municipal Code The City’s Green Food Packaging ordinance defines the term “disposable food service ware”as “single or non- durable use disposable products used by food vendors in the restaurant or food serving industry for serving or transportation prepared,ready to consume food or beverages,”which “includes,but is not limited to,plates, cups,bowls,utensils,cartons,trays,and hinged or lidded containers for takeout foods and/or leftover from partially consumed meals prepared at food vendors.”(SSFMC §8.60.010)The City’s current definition of “disposable food service ware”does not specifically include plastic straws or stirrers.Therefore,plastic straws or stirrers are permitted in the City. Furthermore,the City’s Green Food Packaging ordinance prohibits food vendors from dispensing prepared food to customers in disposable food service ware made from polystyrene.(SSFMC §8.60.020)The City’s definition of “food vendor”includes full service restaurants and fast food restaurants,as well as “any sales outlet,store,shop,restaurant,grocery store,supermarket,vehicle or other places of business operating primarily to sell or convey foods or beverages directly to the ultimate consumer,which foods or beverages are predominantly contained, wrapped or held in or on packaging.” Similarly,all city facilities,city sponsored events,and city permitted events are prohibited from using disposable food service ware made from polystyrene.Instead,all food vendors must use disposable food service ware that is biodegradable,compostable,reusable,or recyclable.(SSFMC §8.60.030)Additionally,all city facilities must use biodegradable,reusable,or recyclable food service ware unless it can be shown that there is not an alternative for a specific use. However,there are several exemptions in the City’s Green Food Packaging ordinance.(SSFMC §8.60.040) Prepared foods packaged outside of the City are exempt from the provisions.There may be situations unique to a food vendor where a suitable alternative does not exist for a specific application.Food vendors may also apply for an exemption due to significant economic hardship,but they must provide documentation that factually supports their claim.All exemptions are subject to City Manager or designee approval.A food vendor granted an exemption by the City must re-apply prior to the expiration of the one-year exemption period and demonstrate continued undue hardship,the continued absence of a suitable biodegradable,compostable, reusable, or recyclable alternative, if they wish to have the exemption extended. Bioplastics Bioplastics are plant based and are growing in popularity compared to petroleum-based plastics.Bioplastics are composed of renewable resources such as corn,sugar,and soy protein and labeled as “compostable.” Bioplastics take an average of 4-6 months to degrade.The South San Francisco Scavenger Company (“Scavenber”)has the ability to compost some bioplastic materials if it is (1)received from industrial carts (metal carts from businesses)and (2)sent to an industrial composting facility,such as Z Bust.Bioplastics unable to be broken down at Z Bust are sent to a landfill.Bioplastics found in residential recycling bins are sent to a landfill as the digesters are unable to break them down. State Legislation City of South San Francisco Printed on 4/3/2019Page 2 of 6 powered by Legistar™ File #:19-205 Agenda Date:4/9/2019 Version:1 Item #:1. Effective January 1, 2019, Assembly Bill 1884 (Calderon) prohibits a full service restaurant from providing single use plastic straws to consumers unless requested by the consumer. The new law defines a “full-service restaurant” as an “establishment with the primary business purpose of serving food, where food may be consumed on the premises,” and where an employee (1) escorts or assigns a consumer to an assigned eating area, (2) takes the consumer’s food and beverage orders after being seated, (3) directly delivers the food and beverage orders to the consumer; (4) brings any requested items associated with the order to the consumer; and (5) delivers the check directly to the consumer at the assigned eating area. (Pub. Res. Code § 42270(d).) The bill specifies that the first and second violations of these provisions would result in a notice of violation and any subsequent violation would be an infraction punishable by a fine of $25 for each day the full service restaurant is in violation, but not to exceed an annual total of $300. The new law authorizes local enforcement officers to enforce the California Retail Food Code provisions. The San Mateo County Environmental Health Office is responsible for inspecting food facilities located in San Mateo County. Of note, the new bill does not prevent a city from adopting and implementing an ordinance or rule that would further restrict a full-service restaurant from providing a single-use plastic straw to a consumer. (Pub. Res. Code § 42271(c).) Model Ordinances: City of Malibu The City of Malibu passed Ordinance No.432 effective June 1,2018,which prohibits restaurants (including fast food restaurants),beverage providers,or vendors from using,providing,distributing,or selling plastic beverage straws,plastic stirrers,or plastic cutlery,including bioplastics.The use of non-plastic alternatives are encouraged including those made from paper,sugar cane,or bamboo.In addition,non-plastic alternative straws,stirrers,or cutlery will only be provided upon request by the customer (please see Attachment A).The distribution of plastic or bioplastic beverage straws,plastic stirrers,or plastic cutlery at any city facility or any city-sponsored event is prohibited. Straws compliant under the City of Malibu’s Municipal Code Chapter 9.24 include: ·Paper Straws ·Bamboo Straws ·Glass Straws ·Stainless Steel Straws ·Seaweed based straws ·Sugar based straws Cutlery compliant under the City of Malibu’s Municipal Code Chapter 9.24 include: ·Birchwood ·Aspen Wood ·Bamboo ·Wheat bran and corn starch or sugarcane ·Flours of jowar (sorghum), rice, and wheat ·Forest Stewardship Council (FSC) Certified Wood City of South San Francisco Printed on 4/3/2019Page 3 of 6 powered by Legistar™ File #:19-205 Agenda Date:4/9/2019 Version:1 Item #:1. Local Efforts - City of Pacifica The City of Pacifica held public meetings on August 13, 2018 and September 10, 2018 to discuss issues relating to liter within the City and the potential to adopt stronger standards relating to certain types of liter including plastic cutlery, plastic stirrers, and plastic beverage straws. Modeled after the City of Malibu’s ban on disposable food service ware, the City of Pacifica became the first (and only) city in San Mateo County to include the prohibition of plastic and bioplastic beverage straws, stirrers, and cutlery in its disposable food service ware ordinance adopted on November 13, 2018 (Ordinance No. 838-C.S.). In addition to the prohibition of providing prepared food to customers in foam polystyrene or solid polystyrene disposable food service ware,restaurants are also prohibited from using,distributing,or providing customers with plastic cutlery,plastic beverage straws,or plastic stirrers.A restaurant or retail food vendor is not precluded from offering non-plastic disposable food service ware such as those made from paper,sugar cane,or bamboo to customers;or encouraging the non-use of plastic lids,cups,or plastic containers.Restaurants and retail food vendors are strongly encouraged to use,distribute,or provide 100%compostable paper cups.Lastly, all individuals,entities,or organizations that rent or use the City of Pacifica’s facilities are prohibited from using plastic beverage straws,plastic stirrers,or plastic cutlery,and are strongly encouraged to use 100% compostable paper cups. The County of San Mateo Over the past year, San Mateo County’s Office of Sustainability has been developing a Disposable Food Service Ware Ordinance that will affect food facilities in the unincorporated areas of San Mateo County and serve as a model for local governments. During this process, the County’s Office of Sustainability has led efforts in order to help inform and prioritize any additional next steps in addressing food service ware. The Office of Sustainability is currently drafting the Disposable Food Service Ware Ordinance and hopes to have the draft adopted by the San Mateo County Board of Supervisors in late spring 2019 or early summer 2019. Of note, the County of San Mateo currently prohibits food service providers from using disposable food service ware when preparing food on property owned or leased by the County. While the County’s definition of “disposable food service ware” includes plates, cups, bowls, trays and hinged or lidded containers, but explicitly does not include single-use disposable items such as straws, cup lids, or utensils, nor does it include single-use disposable packaging for unprepared foods. (SMCMC §§ 4.106.020(c), 4.107.020(a).) Additionally, County departments are prohibited from purchasing or otherwise acquiring bottled water. Finally, the County prohibits food vendors from using polystyrene-based disposable food service ware when providing prepared food. (SMCMC § 4.107.030) NextGen Food ware Ordinances: A Policy Lab for Local Government On December 5, 2018, about 75 local government staff from the Bay Area participated in a daylong workshop called the NextGen Foodware Ordinances: A Policy Lab for Local Government, which focused on policy options for reducing single-use foodware items. As a result, local governments were able to share best practices and experiences regarding disposable food service ware ordinances. The workshop was sponsored by the County of San Mateo’s Office of Sustainability and UPSTREAM. City of South San Francisco Printed on 4/3/2019Page 4 of 6 powered by Legistar™ File #:19-205 Agenda Date:4/9/2019 Version:1 Item #:1. Rethink Disposable Program with Clean Water Fund The County of San Mateo’s Office of Sustainability is launching a door-to-door campaign targeting different food facilities throughout the county, including businesses in South San Francisco in order to obtain a better understanding of the needs, challenges, and opportunities for food service ware, especially around reusables. The County will be working in partnership with the non-profit organization, the Clean Water Fund to reach out to specific restaurants to learn if they might be interested in participating in their Rethink Disposable program, where facilities swap out disposables with resuables. For those interested, Clean Water Fund will offer technical assistance and grants up to $500 to help food facilities with this effort Policy Alternatives A.No Alternative: Do not adopt or amend any new ordinances relating to the prohibition of disposable food service ware. The City would continue enforcing the existing Green Food Packaging ordinance which prohibits the use of polystyrene disposable food service ware and encourages the use of biodegradable, compostable, reusable, or recyclable food service ware. Plastic straws and stirrers would continue to be permitted in the City. B.San Mateo County Ordinance: Defer the drafting of an ordinance until the County completes its Disposable Food Service Ware Ordinance. The Board of Supervisors is expected to review a proposed ordinance in late spring or early summer 2019. C.Draft an Ordinance: Direct staff to proceed in drafting a Disposable Food Service Ware Ordinance with guidance on the scope, implementation, and timing. Plastic straws and stirrers could be prohibited in the City. Food Service Ware Guidance Should Council elected to move forward with drafting an ordinance, staff will need guidance regarding the scope, implementation, and timing of the draft ordinance. The City’s current Green Food Packaging ordinance requires all food vendors - including full service restaurants and fast food establishments - to adhere to the City’s ban of polystyrene food service ware and disposable food service ware, which currently includes single use utensils. If the Council desires, the City may similarly amend the Green Food Packaging ordinance and clarify that all food vendors are required to use biodegradable, compostable, reusable, or recyclable plastic straws, stirrers, or lid plugs, the most prevalent items found during coastal cleanups. Alternatively, the City could limit or exempt certain types of businesses from this requirement. An implementation framework must also include guidance regarding enforcement. The City’s Green Food Packaging ordinance adopted in 2008 is enforced by the City Manager or designee to ensure that food vendors are adhering to the ordinance. The City may also opt to adopt a complaint-based mechanism for enforcement. Pending further discussions with the County, another option may be to utilize the County’s Environmental Health Division, which is responsible for inspecting food vendors annually. For example, as of 2011, the City of South San Francisco Printed on 4/3/2019Page 5 of 6 powered by Legistar™ File #:19-205 Agenda Date:4/9/2019 Version:1 Item #:1. County allows a city to authorize the County’s Environmental Health Division by ordinance or resolution to enforce a city’s prohibition on the use of polystyrene based disposable food service ware by food vendors if a city adopts the County’s ordinance. (SMCMC § 4.107.080) Similarly, the City authorized and directed the County’s Environmental Health Division to enforce the City’s Reusable Bags ordinance in 2012 (SSFMC§ 8.64.080). As with the implementation of the polystyrene ban, the City provided food vendors with a phased-in period to adopt new food service containers. Staff recommends including time for the City to conduct outreach to the business community and other stakeholders. ENVIRONMENTAL REVIEW A proposed ordinance to regulate the use of plastic straws would be exempt from the requirements of the California Environmental Quality Act (CEQA)because it can be seen with certainty that that such ordinance would not have the potential for causing a significant effect on the environment under Section 15061(b)(3)of the State CEQA guidelines.Additionally,a proposed ordinance would be exempt from the requirements of CEQA pursuant to CEQA Guidelines Sections 15307 and 15308 as an action by a regulatory agency taken to protect the environment and natural resources. FISCAL IMPACT There is no known current Fiscal Impact to the General Fund. RELATIONSHIP TO STRATEGIC PLAN The potential ban on food service ware adheres to the City’s strategic planning goals of building and maintaining a sustainable city. CONCLUSION Staff recommends that City Council provide guidance and direction regarding the potential regulation of plastic straws. Attachments: A.Alternative Food Service Ware B.Disposable Food Service Ware Presentation City of South San Francisco Printed on 4/3/2019Page 6 of 6 powered by Legistar™ Plastic Straws South San Francisco City Council Study Session April 9, 2019 Plastic Straws City Council City of South San Francisco April 9, 2019 Agenda I.Problem & Need II.Existing Legislation III.Current Efforts IV.Next Steps Why is this a Problem? Over 500 million straws every day Microplastics are a problem for marine life Plastics are found in sea salt, U.S. tap water, and shellfish Existing Legislation – State Law Assembly Bill 1884 (Calderon) Prohibits full service restaurant from providing single use plastic straws unless requested Violations Enforcement Existing SSF Ordinance SSFMC 8.60.10 Green Food Packaging Prohibits any food vendor from packaging food in polystyrene Disposable food service ware must be biodegradable, compostable, reusable or recyclable food service ware. All city facilities will use biodegradable, compostable, reusable, or recyclable food service ware Exemptions Violations Model Ordinance – City of Malibu City of Malibu MMC 9.24.045 Effective June 1, 2018 Bans straws, plastic stirrers, plastic cutlery (including bioplastics) Alternatives encouraged Non-plastic alternatives only by request Distribution at any city facility or city sponsored event is prohibited Local Efforts – City of Pacifica Effective November 13, 2018 Only city in San Mateo County to ban disposable foodservice ware All that rent or use City of Pacifica facilities are prohibited from using plastic straws, plastic stirrers, or plastic cutlery Phased-in approach – “undue hardship” Complaint basis enforcement County-led Efforts SMC Office of Sustainability developing a Disposable Food Service Ware Ordinance Serve as model for local governments Draft to Board of Supervisors by late Spring or Summer 2019 Events NextGen Foodware Ordinance – December 2018 Rethink Disposable Program with Clean Water Fund Next Steps Status Quo Wait & See Ordinance Recommendation: Council provide direction on guidelines for a draft ordinance. Ordinance Guidance Full Service and Fast Food Only plastic straws? Enforcement Timeframe Thank you! Questions? Christina Fernandez Assistant to the City Manager [email protected] City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:19-291 Agenda Date:4/9/2019 Version:1 Item #:2. Study Session:Review and Analysis of Minimum Wage Increase for City of South San Francisco Employees (Leah Lockhart, Human Resources Director) RECOMMENDATION It is recommended that Council review information pertaining to a possible internal minimum wage increase for City employees and provide direction to staff. BACKGROUND/DISCUSSION As of January 1, 2019, the State of California’s minimum wage for employers with 26 or more employees is set at $12 per hour. Pursuant to SB 3, which was enacted in 2016, the State minimum wage is scheduled to increase by one dollar each year, reaching $15 per hour by January 1, 2022 (January 1, 2023 for employers with 25 or fewer employees). Thereafter, the minimum wage will be adjusted annually based on the National Consumer Price Index (CPI-W). The minimum wage schedule for the State of California is attached in Table 1. In addition to California state law, several California cities have passed minimum wage ordinances that set forth a more aggressive schedule to raise the minimum wage to $15 per hour. In San Mateo County, the Cities of Belmont, Daly City, Redwood City, and San Mateo have minimum wage ordinances, and an additional 15 cities in the San Francisco Bay Area have minimum wage ordinances.Tables 2 and 3 include the current and scheduled minimum wage adjustments for Cities within the Bay Area. The City of South San Francisco does not have a minimum wage ordinance, therefore minimum wage is set in accordance with State law. However, given the increase in wages in the surrounding area, Council has expressed an interest in increasing wages for City employees who are currently earning less than $15 per hour. This study session will focus on the options and potential impacts of increasing the starting wage for City of South San Francisco employees to $15 per hour. Current City Wage Schedule The City’s current wage schedule includes six job classifications with a starting step below $15 per hour, including two positions with a maximum step that is below $15 per hour. These include both unrepresented hourly positions and regular full-time or part-time positions represented by AFSCME Local 57. The full wage schedule for these classifications is included in the attached table 4. These classifications include: Recreation Instructors ($12.00 - $38.00 per hour) Recreation Instructors teach a variety of City recreation classes and programs. The wage scale is a wide range due to the varied nature of the class and skill levels required of instructions. Recreation Instructors typically work less than 10 hours per week and only for specific classes or programs. Recreation Leader I-III ($12.00 - $17.71 per hour) Recreation Leaders work in a variety of recreation, education, and community service programs including before and after school programs, preschool, summer camps, and adult day care, sports and aquatics. Under supervision, Recreation Leaders are responsible for planning or assisting with a variety of appropriate program activities, as well as supervising City of South San Francisco Printed on 4/4/2019Page 1 of 3 powered by Legistar™ File #:19-291 Agenda Date:4/9/2019 Version:1 Item #:2. and providing guidance to participants. The three levels are distinguished by level of experience or education required for the specific program and level of responsibility. Level I Recreation Leaders are frequently hired as high school students with limited work experience. A high school diploma is required at the level II and III level. Recreation Leaders III assigned to licensed childcare and pre-school programs are also required to have specific experience and education requirements (12 college semester units in specified areas of study). Library Page ($12.00 - $14.59 per hour) Regular duties of a Library Page include: shelving library materials; check-in of library materials using automated circulation system; maintaining shelf order; retrieving patron reserves and requests from the book or AV shelves; performing minor repairs to damaged materials; assisting with the preparation of displays and exhibits; performing setup and takedown of library program rooms and spaces; assisting with afterschool homework programs and summer reading registration. No prior work experience is required. Library Clerk ($14.62 - $17.77 per hour) In addition to duties performed by Library Pages, Library Clerks perform a variety of clerical and customer service duties in support of Library operations and programs. Regular duties of a Library Clerk include: typical service desk duties including patron library card registration and account management; assisting patrons with fines and fees payments and placing reserves; answering patron questions and requests; receiving and processing new library materials; supporting library programs by working in a team environment to plan or lead programs; serving as a lead homework assistant in the Community Learning Center. A high school diploma and one year of clerical or volunteer experience involving public contact is required. Estimated Cost Impacts The estimated cost is based on the difference between the annual cost of the State’s Minimum Wage increase each year, and the annual cost if the City were to raise its minimum wage to $15 per hour as of July, 2019. If the City were to raise the internal minimum wage to $15.00 per hour, the increase would affect positions currently below the $15 threshold. However, the impact on the relative wages of related positions within the same job series or chain of command should also be considered. These positions may also need to be adjusted in order to avoid wage compression among the various levels and supervisory relationships. For example, the classifications of Recreation Leader IV, Recreation and Community Services Coordinator, Child Care Assistant Supervisor and Recreation Supervisor, work within the same chain of command. Related positions such as Pre-School Teacher I/II, are considered to be within the same job series and potential equity issues should also be considered. These positions are also represented by the City’s labor groups, therefore any salary adjustments considered are subject to negotiation. The cost impacts were calculated by applying an increase to current full-time equivalent positions over three years, adjusted for the increases scheduled by State law in future years.Table 5 illustrates the cost impact if all positions within the same job series or chain of command were adjusted by the same dollar amount in order to maintain the current pay differentials among levels and among related positions.Table 6 shows the cost of adjusting only those classifications with wages below $15 per hour. If Council directs staff to propose a wage adjustment resolution, Council may consider additional options that would provide a more limited extent of equity adjustments at a cost greater than option B, but less than option A. FISCAL IMPACT All positions considered in this discussion are general fund positions.A limited number of positions or hours are subsidized by grant funding (Little Steps pre-school,adult day care,and ASES programs).No adjustments are City of South San Francisco Printed on 4/4/2019Page 2 of 3 powered by Legistar™ File #:19-291 Agenda Date:4/9/2019 Version:1 Item #:2. subsidized by grant funding (Little Steps pre-school,adult day care,and ASES programs).No adjustments are recommended for the current fiscal year.Estimated costs for future years are illustrated in Tables 5-6 and are contingent upon Council direction and negotiations with labor groups where applicable. RELATIONSHIP TO STRATEGIC PLAN Consideration of appropriate wages for City employees supports City Council’s strategic goal of Workforce Development -- Attract, train, Support and Retain a High Performance City Staff Team. City of South San Francisco Printed on 4/4/2019Page 3 of 3 powered by Legistar™ Attachment 1 Study Session: Review and Analysis of Minimum Wage Increase for City of South San Francisco Employees Table 1 California State Minimum Wage Schedule Date Minimum Wage for Employers with 25 Employees or Less Minimum Wage for Employers with 26 Employees or More January 1, 2017 $10.00/hour $10.50/hour January 1, 2018 $10.50/hour $11.00/hour January 1, 2019 $11.00/hour $12.00/hour January 1, 2020 $12.00/hour $13.00/hour January 1, 2021 $13.00/hour $14.00/hour January 1, 2022 $14.00/hour $15.00/hour January 1, 2023 $15.00/hour CPI Adjustment Table 2 San Mateo County Cities With Minimum Wage Ordinances San Mateo County 2019 2020 2021 Belmont $13.50 $15.00 CPI Adj. Daly City $12.00 $13.75 $15.00 Redwood City $13.50 $15.00 CPI Adj. San Mateo*$15.00 CPI Adj.CPI Adj. *San Mateo – Minimum wage for non-profit organizations is $13.50 in 2019, and equal to other employers in 2020 and beyond. Attachment 1 Study Session: Review and Analysis of Minimum Wage Increase for City of South San Francisco Employees Table 3 Other San Francisco Bay Area Cities with Minimum Wage Ordinances City 2019 2020 2021 Alameda $15.00 $15.00 $15.00 Berkeley $15.00 CPI Adj.CPI Adj. Cupertino $15.00 CPI Adj.CPI Adj. El Cerrito $15.00 CPI Adj.CPI Adj. Emeryville*$15.69 CPI Adj.CPI Adj. Fremont**$14.25 $15.00 CPI Adj. Los Altos $15.00 CPI Adj.CPI Adj. Milpitas $13.50 $15.00 (7/1/19)CPI Adj. Mountain View $15.65 CPI Adj.CPI Adj. Oakland $13.80 CPI Adj.CPI Adj. Palo Alto $15.00 CPI Adj.CPI Adj. Richmond $15.00 CPI Adj.CPI Adj. San Francisco $15.00 CPI Adj.CPI Adj. San Jose $15.00 CPI Adj.CPI Adj. San Leandro $14.00 $15.00 CPI Adj. *Emeryville - Minimum wage is $15.69 for 56 employees or more, $15 for 55 or fewer employees. ** Fremont - Employers with 25 or fewer increase to $15 by 2021. Employees under age 21 employed by non- profit organization are exempted. Table 4 City of South San Francisco Classifications with Steps below $15 per hour Effective December 28, 2018 Pay Steps (Hourly) Classification 1 2 3 4 5 Recreation Instructor - Hourly 12.00 38.00 Recreation Leader I – Hourly 12.00 12.60 13.23 13.90 14.59 Recreation Leader II – Hourly and Regular (AFSCME)13.20 13.86 14.55 15.28 16.04 Recreation Leader III – Hourly and Regular (AFSCME)14.57 15.29 16.06 16.86 17.71 Library Page - Hourly 12.00 12.60 13.23 13.90 14.59 Library Clerk - Hourly 14.62 15.35 16.12 16.92 17.77 Attachment 1 Study Session: Review and Analysis of Minimum Wage Increase for City of South San Francisco Employees Table 5 Estimated Cost to Increase City Employee Minimum Wage to $15 (With Equity Adjustments for entire job series) Calendar Year CA Minimum Wage (26+ Employers) Proposed internal Minimum Wage Additional cost Of Wages Additional Cost of Wages & Benefits (CalPERS) 2019*$12.00 $15.00 $328,776 $366,911 2020 $13.00 $15.00 $494,083 $556,364 2021 $14.00 $15.00 $247,042 $279,892 2022 $15.00 $15.00 ---- *2019 costs are based on a July 1 effective date (6 months) Table 6 Estimated Cost to Increase City Employee Minimum Wage to $15 with no equity adjustments. Calendar Year CA Minimum Wage (26+ Employers) Proposed internal Minimum Wage Additional cost Of Wages Additional Cost of Wages & Benefits (CalPERS) 2019*$12.00 $15.00 $82,331 $83,432 2020 $13.00 $15.00 $120,682 $122,481 2021 $14.00 $15.00 $60,341 $61,290 2022 $15.00 $15.00 ---- *2019 costs are based on a July 1 effective date (6 months) 1CITY OF SOUTH SAN FRANCISCO| Human Resources Study Session: Review and Analysis of Minimum Wage Increase for City Employees City Council Special Meeting April 9, 2019 Leah Lockhart Human Resources Director 2CITY OF SOUTH SAN FRANCISCO| Human Resources California Minimum Wage (26+ Employees) Date Minimum Wage January 1, 2019 $12.00 / hour January 1, 2020 $13.00 / hour January 1, 2021 $14.00 / hour January 1, 2022 $15.00 /hour 3CITY OF SOUTH SAN FRANCISCO| Human Resources Minimum Wage Ordinances San Mateo County Cities City 2019 2020 2021 Belmont $13.50 $15.00 CPI Adj. Daly City $12.00 $13.75 $15.00 Redwood City $13.50 $15.00 CPI Adj. San Mateo $15.00 CPI Adj.CPI Adj. 4CITY OF SOUTH SAN FRANCISCO| Human Resources Minimum Wage Ordinances Other Bay Area Alameda Berkeley Cupertino El Cerrito Emeryville Fremont Lost Altos Milpitas Mountain View Oakland Palo Alto Richmond San Francisco San Jose San Leandro 5CITY OF SOUTH SAN FRANCISCO| Human Resources City of South San Francisco Wages Below $15/hour Classification Step I (Min)Step 5 (Max) Recreation Instructor $12.00 $38.00 Recreation Leader I $12.00 $14.59 Recreation Leader II $13.20 $16.04 Recreation Leader III $14.57 $17.71 Library Page $12.00 $14.59 Library Clerk $14.62 $17.77 6CITY OF SOUTH SAN FRANCISCO| Human Resources Library Job Series Library Program Manager Librarian II Librarian I Supervising Library Specialist Library Assistant II Library Assistant I Library Clerk Library Page 7CITY OF SOUTH SAN FRANCISCO| Human Resources Recreation Job Series Recreation Program Manager Recreation Supervisor Assistant Childcare Supervisor Recreation & Community Services Program Coordinator Preschool Teacher II Recreation Leader IV Preschool Teacher I Recreation Leader III Recreation Leader II Recreation Leader I 8CITY OF SOUTH SAN FRANCISCO| Human Resources Considerations for Increasing Wages Recruitment and Retention Fiscal Impact Internal Alignment / Wage Compression Other Equity Concerns All adjustments for represented positions subject to bargaining 9CITY OF SOUTH SAN FRANCISCO| Human Resources Financial Impact Increase to $15 minimum With Equity Adjustments for Entire Job Series Calendar Year Estimated Net Cost (Accounting for State Minimum Wage Increase) 2019 (July 1 –December 31) $366,911 2020 $556,364 2021 $279,892 2022 -- 10CITY OF SOUTH SAN FRANCISCO| Human Resources Financial Impact Increase to $15 minimum Only Job Classes with Steps Below $15/hour Calendar Year Estimated Net Cost (Accounting for State Minimum Wage Increase) 2019 (July 1 –December 31) $83,432 2020 $122,481 2021 $61,290 2022 -- 11CITY OF SOUTH SAN FRANCISCO| Human Resources Wage Compression Change in internal alignment if increase applied to only those below $15/hour (top step to top step Classification Comparison Current Differential New Differential Recreation Leader IV vs. Recreation Leader III 30%10% Library Assistant I vs. Library Clerk 20%41% Preschool Teacher I vs. Recreation Leader III 43%22% 12CITY OF SOUTH SAN FRANCISCO| Human Resources Council Direction Option 1 Maintain status quo (comply with State Minimum Wage) Option 2 Pursue increase to classifications with steps below $15 only Could explore smaller increase or smaller increments Option 3 Pursue increase with equity adjustments Could explore alternatives for limited equity adjustments at a lower net cost. Changes subject to bargaining 13CITY OF SOUTH SAN FRANCISCO| Human Resources Study Session: Review and Analysis of Minimum Wage Increase for City Employees City Council Special Meeting April 9, 2019 Leah Lockhart Human Resources Director City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:19-208 Agenda Date:4/9/2019 Version:1 Item #:3. Report regarding a Study Session on the potential regulation of flavored tobacco,including e-cigarettes in South San Francisco.(Christina Fernandez, City Manager’s Office) RECOMMENDATION Recommend City Council provide guidance and direction on the potential regulation of flavored tobacco, including e-cigarettes in South San Francisco. BACKGROUND/DISCUSSION According to the California Department of Public Health,80%of young people who used tobacco started with a flavored tobacco product.A majority of youth report flavoring as a leading reason for using tobacco products. This includes 82%of e-cigarette users,79%of hookah users,74%of cigar users,and 69%of smokeless users. Flavors such as watermelon,cherry,chocolate,mint,and gummy bear appeal to kids and teens.Flavorings mask the taste of tobacco making it more palatable for youth to begin tobacco use.Flavored tobacco products also use the same flavoring chemicals as Jolly Rancher,Kool-Aid,and Life Savers.Certain minority groups also disproportionately use flavored tobacco products,including menthol cigarettes.In one survey,82.6%of African American cigarette smokers reported smoking menthol cigarettes in the month prior. Federal Guidance and Regulations The U.S.Surgeon General warns that flavored tobacco products help new users establish habits that lead to long-term addiction.Flavors like menthol in tobacco products make it more difficult for users to quit.All nicotine products are addictive and increase the risk of developing serious health problems including cancer, heart disease, and emphysema. In 2009,the Federal Government passed the Family Smoking Prevention and Tobacco Control Act that banned the manufacture of flavored cigarettes.Menthol cigarettes were exempted from this ban.The ban also does not restrict non-cigarette tobacco products such as smokeless tobacco. More recently,the Food and Drug Administration announced a new plan to protect youth by preventing access to flavored tobacco and banning menthol in cigarettes.The proposed plan would ban menthol cigarettes finding that menthol cigarettes are easier to smoke and harder to quit.It is also the choice combustible cigarette for youth and underserved communities. Flavored E-Cigarettes Most commonly used among youth,e-cigarettes deliver flavorings,nicotine and other additives via an inhaled aerosol.E-cigarettes entered the marketplace in 2007,and since 2014 have been the most commonly used tobacco product among youth.E-cigarette use among U.S.middle and high school students have increased 900%between 2011-2015.During the past year,e-cigarette use has increased 78%among high school students. City of South San Francisco Printed on 4/4/2019Page 1 of 5 powered by Legistar™ File #:19-208 Agenda Date:4/9/2019 Version:1 Item #:3. 900%between 2011-2015.During the past year,e-cigarette use has increased 78%among high school students. In 2018,more than 3.6 million U.S.youth,including 1 in 5 high school students and 1 in 20 middle school students currently use e-cigarettes.The chemical Diacetyl is found in 75%of flavored e-liquids and is linked to “popcorn lung” which causes irreversible lung damage. South San Francisco Tobacco-Related Ordinances In 2008, the City enacted South San Francisco Municipal Code (SSFMC) Section 6.46.010 “Authorization of enforcement by San Mateo County personnel” which adopts by reference San Mateo County Ordinance Code Chapter 4.98 “Tobacco Retailer Permit.” San Mateo County Ordinance Chapter 4.98 requires all retailers to obtain and maintain a valid tobacco retailer’s permit from San Mateo County for each location where tobacco products are sold. Further, Chapter 4.98 authorizes the County’s Environmental Health Division to hold hearings, suspend permits, and issue administrative fines in enforcing the governing of tobacco retailer permits. The adoption of SSFMC Section 6.46.010 is significant as it serves as the mechanism for enforcement should the City Council decide to adopt a Flavored Tobacco Ban. In 2012, the City enacted SSFMC Chapter 20.420 “Prohibition on new significant tobacco retailers,” which regulates a business whose principal or core is selling tobacco products and/or paraphernalia. Significant tobacco retailers are defined as any tobacco retailer with 20 percent or more of floor area and display area devoted to the sale or exchange of tobacco products, tobacco paraphernalia, or both; or 50 percent or more of completed sales transactions include tobacco products or paraphernalia. Locally Led Efforts County of San Mateo In June 2018, the County prohibited the sale of any flavored tobacco product, including flavored e-cigarettes. (See San Mateo County Ordinance Code Chapter 4.99 “Sales of flavored tobacco products and pharmacy sales of tobacco products.”) In addition, the County prohibits the sale of any tobacco products by a pharmacy. The County prohibited menthol as a characterizing flavor and included electronic devices (i.e. e-cigarettes) in their definition of “tobacco,” but duty-free retail stores at the San Francisco International Airport (SFO) are exempt. The County authorizes its Health System Chief for enforcement pursuant to the administrative procedures set forth in the Chapter 4.98 of the County’s Code. In the fall of 2018, the Town of Portola Valley and City of Half Moon Bay have adopted flavored tobacco ordinances, which also prohibit flavored e-cigarettes. Like tobacco retailers operating in unincorporated areas, tobacco retailers in Portola Valley and Half Moon Bay will be prohibited from selling any flavored tobacco products in their retail stores. On March 25, 2019, the City of San Carlos also introduced an ordinance to prohibit the sale of flavored tobacco products and sale of tobacco products in pharmacies. County of Santa Clara In 2015, Santa Clara County became the first municipality in the west to ban the sale of flavored tobacco City of South San Francisco Printed on 4/4/2019Page 2 of 5 powered by Legistar™ File #:19-208 Agenda Date:4/9/2019 Version:1 Item #:3. products. However, businesses that sell tobacco to adults only are exempted from the county’s ban. Such adult- only tobacco businesses are defined as those generating more than 60% of their gross revenue from tobacco and tobacco paraphernalia and do not allow minors enter the premises without a parent. In 2010, the County of Santa Clara adopted its Tobacco Retailer Permit Ordinance that requires all retail outlets selling tobacco in unincorporated areas to obtain an annual county permit to sell tobacco. The 2010 law banned artificial or natural flavoring aside from menthol, but the county delayed its implementation until it could develop an enforcement plan with the U.S. Food and Drug Administration. The County of Santa Clara provided retailers with a 90-day implementation plan to sell their remaining flavored tobacco products. The county’s Department of Environmental Health conducts annual inspections to ensure that flavored products are no longer being sold except in adult-only tobacco businesses. City and County of San Francisco In June 2017, the City and County of San Francisco passed a citywide ban on the sale of flavored tobacco products such as menthol cigarettes, fruit flavored vape liquids, and any other tobacco products with flavoring. Local merchants gathered signatures for a referendum petition and launched a repeal campaign. The campaign was supported by $700,000 from tobacco company R.J. Reynolds. The petition required the Board of Supervisors to reconsider the ordinance in September 2017. The Board of Supervisors unanimously supported upholding the ban. Per San Francisco law, the referendum was automatically placed on the June 2018 ballot as Proposition E. Proposition E prohibited local tobacco retailers from selling flavored tobacco products and was passed by San Francisco voters by 68.39%. On March 19, 2019, the City and County of San Francisco in conjunction with the cities of Chicago and New York sent a joint letter demanding that the U.S. Food and Drug Administration (FDA) evaluate the effect of e- cigarettes on public health in a FDA review. Simultaneously, San Francisco County Supervisor Shamann Walton introduced legislation banning the sale of e-cigarettes in San Francisco unless the FDA provides San Francisco with an FDA review. Supervisor Walton also introduced legislation that prohibits making, selling, or distributing tobacco on city property, namely aimed at the e-cigarette company Juul Labs located at Pier 70. Challenges Enforcement Cities and counties nationwide are exploring legislation to curb youth access to e-cigarettes and flavored tobacco. However, challenges around enforcement remain. The County of San Mateo enforces its ordinance by relying on the Health System Chief to enforce Chapter 4.99 by suspending a tobacco retailer’s permit and/or imposing administrative fines following enumerated procedures and amounts. Administrative fines range from $100 for the first violation and range up to $500 for a third and subsequent violations. Each day that tobacco products are offered for sale without a permit constitutes a separate violation. Staff requests guidance on the appropriate penalties and whether enforcement should be complaint based. Policy Alternatives City of South San Francisco Printed on 4/4/2019Page 3 of 5 powered by Legistar™ File #:19-208 Agenda Date:4/9/2019 Version:1 Item #:3. A.Maintain and Enforce Existing Municipal Code SSFMC Chapter 20.420 prohibits the establishment of new significant tobacco retailers in all zones throughout the City.No permit or any other license will be approved or issued for the establishment of new significant tobacco retailers. Because the City adopted by reference the San Mateo County Ordinance prohibiting the sale of any tobacco products without obtaining a permit,the San Mateo County’s Department of Environmental Health is authorized to enforce current regulations regarding tobacco sale in the county. (SSFMC § 6.46.010) Of note,the use of e-cigarettes is generally prohibited in City buildings,City-owned parking structures,City vehicles,the City’s parks and recreations areas,within twenty feet of City buildings,all City-owned parking lots,the City’s downtown core,any open-air public places on City-owned property,multi-unit residences,and common areas of multi-unit residences.(SSFMC §8.50.090).However,the sale of flavored and unflavored e- cigarettes is permitted within the City. B.Ban Flavored Tobacco Products, Including Flavored E-Cigarettes but Not Unflavored E- Cigarettes Many cities have banned the sale of flavored tobacco products due to its prevalence among youth. The City may choose to ban all flavored tobacco products including flavored vape liquids and flavored e-cigarettes, but exempt unflavored e-cigarettes in order to make it available to adults who rely on unflavored e-cigarettes as an alternative to smoking traditional cigarettes. The FDA has proposed the ban on the sale of all e-cigarettes (with an exception of mint and menthol flavors) in stores that do not have areas prohibiting kids under the age of 18. However, a 2018 Truth Initiative survey of more than 1,000 people between the ages of 12-17 years old and more than 500 people between the ages of 18- 24 years old found that mint is a top three flavor among JUUL users only behind fruit and mango. Similarly, on December 3, 2018, Senate Bill 38 (SB 38) was introduced in the California State Legislature to prohibit the sale of flavored tobacco products, which includes e-cigarettes. A hearing on SB 38 is set for March 27, 2019. C.Ban Flavored Tobacco Products and All E-Cigarettes There has yet to be a city to ban the sale of all e-cigarettes. Recently, the County and City of San Francisco introduced legislation to ban both flavored tobacco and all e-cigarettes if the FDA fails to provide them with a review of its effects on public health. The City may choose to ban the use of flavored tobacco and all e- cigarettes as the two products are frequently used together. FISCAL IMPACT There is no known fiscal impact, as enforcement will remain with the County of San Mateo. RELATIONSHIP TO STRATEGIC PLAN Prohibiting the sale of e-cigarettes and flavored tobacco meet the City’s strategic goals of providing a high City of South San Francisco Printed on 4/4/2019Page 4 of 5 powered by Legistar™ File #:19-208 Agenda Date:4/9/2019 Version:1 Item #:3. Prohibiting the sale of e-cigarettes and flavored tobacco meet the City’s strategic goals of providing a high quality of life for its residents and employees by building and maintaining a sustainable city. CONCLUSION There are opportunities to limit youth access to flavored tobacco and e-cigarettes by ordinance;however, questions regarding scope, enforcement, and timing must be addressed. Staff recommends City Council provide guidance and direction on the potential regulation of sale of e- cigarettes and flavored tobacco in South San Francisco. Attachment: A.Matrix of Local Ordinances Restricting the Sale of Flavored Tobacco Products B.Flavored Tobacco PowerPoint Presentation City of South San Francisco Printed on 4/4/2019Page 5 of 5 powered by Legistar™ Flavored Tobacco and E-Cigarettes Attachment 1 Page 1 Flavored Tobacco and E-Cigarettes Attachment 1 Page 2 E-Cigarettes &FlavoredTobacco City of South San Francisco City Council April 9, 2019 WHY? 80% Youth started with Flavored Tobacco E-Cigarettes deliver flavorings, nicotine, and other additives E-Cigarette among middle school & high schoolers increase Health problems associated include cancer, heart disease, and Emphysema What do we have on the books? SSFMC 6.46.010 Allows SMC Enforcement SMC Ordinance Chapter 4.98 Tobacco Retailer Permit SSFMC 20.420 Prohibits new significant tobacco retailers What are others doing? Federal Government County of San Mateo County of Santa Clara City and County of San Francisco Challenges Implementation Enforcement Scope Policy Alternatives Maintain and Enforce Existing Municipal Code Ban Flavored Tobacco, not E-Cigarettes Ban Flavored Tobacco and E-Cigarettes Next Steps Staff Recommends City Council provide guidance and direction on the potential regulation of sale of e- cigarettes and flavored tobacco in South San Francisco. Thank You! Christina Fernandez City Manager’s Office [email protected] City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. Study session regarding a comprehensive financial review of the City of South San Francisco,including pension costs (Christina Crosby, Interim Director of Finance) RECOMMENDATION Staff recommends that the City Council receive this report.This is an information only item.No action is requested at this time. BACKGROUND/DISCUSSION The purpose of this agenda item is to provide the City of South San Francisco City Council and the community in general with financial context to better understand the issue of escalating pension costs. Like other general law cities of its kind,the City of South San Francisco (City)obtains the majority of its funding through taxes to provide services to the community.The City’s primary taxes are property tax,sales tax,and transient occupancy tax (TOT),all of which are accounted for in the City’s General Fund.The General Fund serves as the City’s primary operating fund, and as such, is the primary focus of the study session. Major Revenues Property Tax Since 1978,the property tax framework has been guided by Proposition 13,which includes the following principal tenets: 1.Annual property tax assessment is limited to one percent (1%)of the assessed value (AV)of land and improvements. 2.Annual increase in assessed value is limited to no more than two percent (2%). 3.Allocation of the 1%property tax between public entities is largely static.In San Mateo County,on average,school districts receive 43 percent,the County receives 26 percent,and local municipalities receive 18 percent. In other words, for every dollar paid in property tax, local cities receive $0.18. 4.Property is reappraised to current full value immediately upon a change in ownership. At 30 percent of total General Fund revenues,property tax is the City’s top revenue source.In Fiscal Year (FY) 2017-18,the City received $34.1 million in property tax,the majority of which came from current year secured property tax ($17.4 million). Sales Tax The State of California began imposing sales tax on retailers for the privilege of selling tangible personal property in 1933.In 1935,the state added “use tax”to protect retailers from then tax-free,out-of-state competitors.Over the course of a decade,324 local cities established their own sales taxes.In an effort to promote administrative efficiency and uniformity,the Legislature passed the Bradley-Burns Local Sales and Use Tax Law in 1955 (Bradley-Burns).Of the current 9.25 percent sales tax rate in South San Francisco,the City receives 1.0 percent,pursuant to Bradley-Burns,and 0.5 percent,pursuant to Measure W,which was approved by South San Francisco voters in November 2015. In FY 2017-18,the City received $17.6 million in sales tax revenues,which represented 15 percent of totalCity of South San Francisco Printed on 4/4/2019Page 1 of 7 powered by Legistar™ File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. In FY 2017-18,the City received $17.6 million in sales tax revenues,which represented 15 percent of total General Fund revenues.Measure W revenues totaled $11 million.Since inception,the City has received $21.5 million in Measure W revenues. Transient Occupancy Tax (TOT) TOT is a general tax imposed on occupants for the privilege of occupying a room in a hotel,motel,inn,etc.The City’s current TOT rate is 10 percent per transaction,plus the South San Francisco Conference Center tax of $2.50 per night/room.FY 2017-18 TOT revenues were $14.0 million,or 12 percent of total General Fund revenues. On November 6,2018,South San Francisco voters approved Measure FF,which will increase the TOT rate from 10 to 12 percent as of January 1,2019,13 percent as of January 1,2020,and finally,14 percent as of January 1, 2021. As illustrated in Attachment 1,tax revenues,including all of the aforementioned taxes,business license taxes, and property transfer taxes,totaled $71.6 million,or 64 percent of total General Fund revenues in FY 2017-18. Due to the reliance upon tax revenues for operational funding,local government entities,such as the City of South San Francisco,are susceptible to the ebb and flow of the local,state,and national economy.Reliance upon tax revenues poses a challenge to service delivery during periods of economic contractions,as employee salaries and benefits comprise 77 percent of the City’s General Fund operating costs. Major Expenditures As indicated in Attachment 2,in FY 2017-18,excluding transfers,from a department perspective,the City’s Fire and Police departments comprised 55 percent of total General Fund expenditures,which is common for full service city government operations.Attachment 3 analyzes General Fund expenditures by type,where employee salaries and benefits cost $74.7 million,or 77 percent of total General Fund expenditures in FY 2017- 18.Within that expenditure category,$46.3 million was spent on employee salaries,and the remaining $28.4 million was for employee benefits.Of the $28.4 million in employee benefits in FY 2017-18,$15.3 million,or 20 percent of total employee costs,reflected the City’s payment to CalPERS.Attachment 4 provides historical and projected CalPERS pension contributions and the percentage of total General Fund expenditures.As manifest in the data,pensions will continue to take on a greater proportional share of General Fund expenditures each year, which warrants the discussion below to provide a clear understanding of pensions: 1.CalPERS background; 2.Key pension terms; 3.Pension liability primer; and 4.Options to address pension liabilities. CalPERS Background In 1932,the State Employees’Retirement System (SERS)was established.In 1939,the State Legislature passed a bill that allowed counties,cities,and school districts to participate in SERS.The City of South San Francisco joined SERS in 1945 to provide pension benefits to its employees.In 1992,SERS changed its name to the California Public Employees’Retirement System (CalPERS).CalPERS is the largest pension trust in the country, with $357 billion in assets and 1.9 million members. Over the past two decades,CalPERS has endured significant investment return volatility,including the boom and bust of the dot com era and the Great Recession.CalPERS’strategic actions to reduce its exposure to economic fluctuation included changes in actuarial assumptions (discount rate,mortality rate),and changes in City of South San Francisco Printed on 4/4/2019Page 2 of 7 powered by Legistar™ File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. how gains and losses were amortized. CalPERS’ Investment Earnings For every dollar of pension benefits paid to retired annuitants over the past twenty years,59 cents is funded by CalPERS investment earnings,while 28 cents comes from contributions from CalPERS employers,and the remaining 13 cents comes from contributions from CalPERS members.CalPERS’dependence on its investment earnings to pay pension benefits,when in contrast against the investment volatility it has experienced, has played a major role in escalating pension costs. The chart in Attachment 5 illustrates CalPERS’historical return on investment (ROI)in comparison to the discount rate,which is the expected rate of return over a long period of time.In CalPERS’s case,the time horizon for measuring long term investment returns is 30 years.Over the past 24 years,CalPERS’annual rate of return has been as high as 20 percent in FY 1996-97 to as low as negative 23 percent in FY 2008-09.In order to address the investment volatility while ensuring long term sustainability,CalPERS has implemented a number of significant changes to its policies and actuarial assumptions. Notable Changes to Policy and Actuarial Assumptions In 2013,CalPERS shifted from a 30-year open amortization of its pension liabilities to a 30-year closed amortization.In the former,the Unfunded Accrued Liability (UAL)was refinanced each year for another 30- year period. In the latter, the UAL will be fully paid by the end of the amortization period. Within the 30-year amortization,CalPERS implemented a ramping method to mitigate the impact of investment gains/losses and changes in actuarial assumptions.Within the 30-year period,the amortized cost of the first five years is gradually ramped up,20 percent each year.If the annual cost of a particular amortization base is $100,000 per year,the then the cost in Year 1 would be $20,000.In Year 2,the cost would increase to $40,000, and so on.While this methodology is favorable in the short term,it is more costly to the employer in the long term,as there is less principal being paid than would be under normal amortization,and the total principal balance to pay off ends up being higher than the actual UAL due to the cost of interest.This phenomenon is known as negative amortization.At the tail end of the 30-year amortization period,the annual payment would go through a “ramp down” process, which is a reverse of the 5-year ramp up process. In 2015,CalPERS adopted a funding risk mitigation policy,which established investment-related events that would be triggered if certain criteria were met.For example,if actual investment returns exceeded the discount rate by 4.0 percent,the discount rate would be reduced by 5 basis points (0.05 percent).While higher investment returns may be welcome by some,from CalPERS perspective,the deviation from expected outcome is an indication that the investment portfolio’s risk profile (i.e.the proportion of CalPERS assets invested in higher risk investment vehicles) is too high. In December 2016,the CalPERS Board of Administration approved a reduction of the discount rate from 7.5 to 7.0 percent.The reduction reflects the impact of a relatively low interest rate market on CalPERS long-term investment projections.While Governor Brown preferred to implement the accompanying increase in employer contribution rate immediately,the sharp contribution increase would have put several CalPERS member agencies into fiscal duress.As a compromise,CalPERS agreed to phase in the discount rate reduction over a three year period.Factoring in the five-year ramp up method,the full impact of the discount rate reduction will be not felt until seven years after implementation of the first amortization base.The CalPERS Board also temporarily suspended the funding risk mitigation policy discussed above until further notice. In February 2018,CalPERS reduced the period to amortize gains and losses from 30 to 20 years.While the City of South San Francisco Printed on 4/4/2019Page 3 of 7 powered by Legistar™ File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. In February 2018,CalPERS reduced the period to amortize gains and losses from 30 to 20 years.While the long-term cost to member agencies will be lower,the contribution rates will be higher in the short term.A similar analogy would be paying off a mortgage over 20 years rather than the traditional 30 years.The long- term cost is lower due to higher principal payments, shorter amortization period, and reduced interest expense. Key Pension Terms and Concepts Defined Benefit Public pensions,such as those available through CalPERS,are defined benefit plans,where an employee’s pension earnings are calculated based on the length of service and the highest salary,which typically is at the end of their career.As a general example,the annual pension benefit for a “Classic”member of CalPERS that worked their entire career for the City of South San Francisco for 30 years as a Parks Maintenance Worker and retired at the end of 2018 at the age of 55 would be calculated as follows: Highest 12-month average salary: $66,414 Number of service years: 30 Pension plan: 2.7% @ 55 Benefit factor: (30 x 0.027) = 0.81 Annual pension benefit = $66,414 x 0.81 = $53,795 Member types CalPERS members are identified as either “Classic”or “PEPRA”.Classic members were a member of CalPERS before January 1,2013.Any new members hired on or after January 1,2013 are subject to a less rich pension benefit pursuant to the Public Employees’Pension Reform Act (PEPRA).Prior to PEPRA,the City Council adopted a second Classic tier for both the miscellaneous and safety pension plans to address the City’s pension liabilities.As such,pension benefit tiers are as follows in the City of South San Francisco,where the member earns a percent for every year of service,with the latter portion of the formula reflects the retirement age. Pension Plan Tier 1 Classic Tier 2 Classic PEPRA Miscellaneous 2.7% @ 55 2.0% @ 60 2.0% @ 62 Safety 3.0% @ 50 3.0% @ 55 2.7% @ 57 Pension Liability Primer A net pension liability exists when pension plan liabilities exceed pension plan assets.Pension plan assets include investment earnings,employer pension contributions,and employee pension contributions.Pension plan liabilities reflect investment losses and changes in actuarial assumptions.To avoid extreme volatility,the above liabilities are amortized or spread over a long period of time,similar to a mortgage.Each year,any investment deviation from the discount rate,whether a gain or loss,is recognized as an amortization base.Each subsequent year over the 20-year amortization period,CalPERS assesses the annual amortized annual payment for each of the existing amortization bases.Attachment 6 provides the amortization bases as reflected in CalPERS’ annual actuarial valuation for the miscellaneous and safety pension plans. San Mateo County Grand Jury Report On July 17,2018 County of San Mateo Civil Grand Jury released a report entitled “Soaring City Pension Costs -Time for Hard Choices.”There were multiple recommendations,including scheduling public hearings, posting detailed pension obligations on the City website and have City staff prepare and post a plan to address City of South San Francisco Printed on 4/4/2019Page 4 of 7 powered by Legistar™ File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. posting detailed pension obligations on the City website and have City staff prepare and post a plan to address pension costs by June 30,2019.The City has addressed the first two recommendations but has not adopted a formal plan as of yet. Options to Address Pension Liabilities The City Council already implemented a number of options to address pension liabilities: ·In 2010,the City Council established a second pension tier for classic CalPERS members.Any employee hired on or after April 25,2010 falls under the second pension tier.For any miscellaneous members (non-public safety),the pension formula is 2.0%@ 60,as opposed to 2.7%@ 55 for tier 1 members. Any safety members earn 3.0% @ 55, as opposed to 3.0% @ 50. ·In FY 2015-16,the City established the CalPERS Stabilization Reserve to address pension contribution volatility. ·In July 2017,the Council approved agreements with public safety employees,which include International Association of Firefighters Local 1507 (IAFF),Police Officers Association (POA),Public Safety Managers (PSM),and Executive Management.These agreements outlined provisions for employee cost-sharing of City contributions to CalPERS as part of a long-term strategy to reduce the City’s pension costs.The plan includes an increase in employee contributions to pension by 3%of salary,for a total employee contribution of 12%of salary.This will,in turn,reduce the City’s costs by the same amount.The increases are scheduled to occur in 1%increments in each fiscal year from 2017 to 2019. ·In FY 19-20 City Council moved forward with two ballot measures to increase the City’s tax base, Measure FF and Measure LL.Measure FF increases hotel Transient Occupancy Tax (TOT)by 2%in 2019.The ballot measure also authorized an additional 1%each year to a maximum TOT rate of 14%. Measure FF first increased the City's TOT rate to 12%effective January 1,2019.Subsequently,it will then increase the City's TOT rate to 13%effective January 1,2020.Finally,Measure FF would increase the City's TOT rate to a maximum of 14%effective January 1,2021.This is estimated to generate approximately $5.9 million of additional revenue annually for the General Fund.In addition to Measure FF,Measure LL set the business license tax for all types of commercial cannabis operations permitted within the City at a minimum rate of 1%for gross receipts.Additionally,it established maximum rates for permitted cannabis uses:a maximum of 2.5%of gross receipts for Testing,a maximum of 4%of gross receipts for Cultivation;a maximum of 3%of gross receipts for Distribution,a maximum of 5% of gross receipts for Manufacturing, and a maximum of 5% of gross receipts for Delivery Only. There are additional options that the City Council can consider to address pension liabilities, including: Contribute additional funds to CalPERS The City could consider paying funds in addition to the required annual contribution to pay down existing amortization bases.The additional funds would reduce the principal balance on the amortization base;shorten the period of time that the amortization base is paid,thus reducing the accompanying interest expense.The City’s 10-year financial forecast,included as Attachment 7,depicts the projected outcome with no additional contributions to CalPERS.City staff projects operating outcomes that range from a deficit of $0.5M in FY 2028 -29 to a surplus of $3.5M in FY 2021-22.Page 2 of Attachment 7 projects the City’s reserves,including General Fund Reserve,Infrastructure Reserve,and the CalPERS Stabilization Reserve,which is projected to end FY 2028-29 with a balance of $13.3 million, and a projected pension liability of $130.0 million. Attachment 8 provides a similar financial forecast where the City contributes $1.0 million additional funds per year to CalPERS beginning in FY 2022-23.In this scenario,staff projects operating outcomes ranging from a City of South San Francisco Printed on 4/4/2019Page 5 of 7 powered by Legistar™ File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. year to CalPERS beginning in FY 2022-23.In this scenario,staff projects operating outcomes ranging from a deficit of $0.7 million in FY 2028-29 to a surplus of $3.7 million in FY 2021-22.Page 2 of Attachment 8 notes that the additional contributions to CalPERS reduce the pension liability by $6.8 million,from $130.0 million to $123.2 million in FY 2028-29. Contribute to a Section 115 Pension Trust Fund In February 2014,the City Council authorized investment of $13.5 million in funds with the California Employers’Retiree Benefit Trust (CERBT)that had accumulated over a number of years in an internal service fund,intended to address the City’s Other Post-Employment Benefits (OPEB)liability.The trust fund assets included in CERBT can be directly netted against the City’s OPEB liability on the City’s Comprehensive Annual Financial Statement (CAFR).This figure is noted as the Net OPEB liability.Since that time,the City’s operating budget has included budget appropriations to ensure ongoing contributions to CERBT.As of September 30, 2018, the City’s CERBT balance is $22,526,702. Similar to the above concept,as one viable option to address pension liabilities,the City Council could invest funds into a Section 115 pension trust fund.However,there is one distinct accounting nuance with pension trust funds.Any assets from a pension trust fund are not directly netted against pension liabilities.Instead,they are reported as a restricted asset on the entity-wide financial statement in the CAFR.While the net position (the bottom line)is still the same,for some agencies,this nuance is a deterrent.If the City invested the current balance of $5.5 million in the CalPERS Stabilization Reserve,then beginning in FY 2022-23,$1.0 million on an annual basis into a Section 115 pension trust fund with a discount rate of 5.0 percent,as illustrated in Attachment 9,the City’s net pension liability would be reduced by $19.0 million,from $130.0 million to $111.0 million. Continue to Use a Multi-Pronged Approach As stated above the City Council has been proactive in the steps that have already been implemented.Most consultants recommend using a combination of different approaches to address outstanding CalPERS obligations. Below are some of the most recommended: ·Continue to explore ways to raise revenue and increase the tax base.In addition to the above ballot measures the City is currently proactive in cost recovery and analyzes our Master Fee Schedule to ensure that we are charging adequately for service delivery. ·Continue to explore potentially contributing a percentage of General Fund surplus at the end of the fiscal year to the existing CalPERS Stabilization Reserve. ·Continue to work toward employee cost-sharing for the City’s contribution to CalPERS with additional labor groups to lower the City’s contribution to CalPERS. ·Continue to explore the possibility of creating a 115 pension trust fund with the existing $5.5 million in the CalPERS Stabilization Reserve. FISCAL IMPACT The City’s pension contributions are projected to increase by $10.2 million,or 59 percent over the next decade. At this time there is no fiscal impact since staff is only seeking direction from City Council for future action. RELATIONSHIP TO STRATEGIC PLAN Developing a plan to fund the City’s CalPERS pension obligations is part of the Financial Stability priority area of the strategic plan. City of South San Francisco Printed on 4/4/2019Page 6 of 7 powered by Legistar™ File #:19-209 Agenda Date:4/9/2019 Version:1 Item #:4. CONCLUSION Staff recommends continuing a multi-pronged approach to address the challenge of escalating pension contributions and liabilities.This includes,continuing to explore increases in the tax base and charges for service,funding the existing CalPERS Stabilization Reserve with potential surpluses in the General Fund at fiscal year-end,and continuing to pursue cost sharing for the City’s pension obligation with additional labor groups, and explore the potential of 115 pension trust. Attachments 1.General Fund Revenues - Taxes 2.General Fund Expenditures by Department 3.General Fund Expenditures by Type 4.Historical and Projected Pension Contributions 5.CalPERS ROI 1994-95 to 2017-18 6.Schedule of Amortization Bases 7.General Fund 10-year Forecast - No Additional Contributions 8.General Fund 10-year Forecast - $1.0M Contribution to CalPERS 9.General Fund 10-year Forecast - $5.5M + $1.0M Contribution to Section 115 Pension Trust Fund 10.PowerPoint Presentation City of South San Francisco Printed on 4/4/2019Page 7 of 7 powered by Legistar™ Tax revenues, 71,559,444, 64% All other revenues, 40,141,358, 36% FY 2017-18 General Fund Revenues $111M ATTACHMENT 1 PENSION STUDY SESSION City of South San Francisco City Council Meeting April 9, 2019 1 ATTACHMENT 10 GENERAL FINANCIAL OVERVIEW 2 Tax revenues, 71,559,444, 64% All other revenues, 40,141,358, 36% FY 2017-18 General Fund Revenues $111M EXPENDITURES BY DEPARTMENT 3 Police & Fire $52,698,073 55% All other Departments $43,956,571 45% General Fund Expenditures $96M FY 2017-18 EXPENDITURES BY TYPE $46M employee salaries $28M employee benefits $15M CalPERS (20%) 4 Employee Salaries & Benefits 77% Supplies & Services 16% Interdepartmental Charges 7% CALPERS BACKGROUND Established in 1932 as SERS SSF joined SERS in 1945 1992 SERS becomes CalPERS Largest public pension system in the US $357B in assets 1.9M members 5 THE CALPERS BUCK 6 CALPERS ROI 7 (30.00) (25.00) (20.00) (15.00) (10.00) (5.00) 0.00 5.00 10.00 15.00 20.00 25.00 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Discount Rate Actual ROI POLICY & ACTUARIAL CHANGES 2013 –Open to closed amortization Ramp up/down 2015 –Funding Risk Mitigation Policy If ROI > Discount Rate, then… 2016 –Discount Rate 7.5 to 7.0% 2018 –Amortization Period from 30 to 20 years 8 CALPERS FUNDED STATUS 9 IMPACT OF DISCOUNT RATE REDUCTION TO SSF PENSION LIABILITY & FUNDED STATUS AS OF JUNE 30, 2019 (IN MILLIONS) Type Before After Change % Change Pension Liability $154.41 $189.20 $34.79 22.5% Funded Status 72%68%(4%)5.6% 10 11 SSF CONTRIBUTIONS TO CALPERS Fiscal Year Contributions (in millions) % of Payroll %of GF 2018-19 $17.2 33.6 16.4 2019-20 $19.6 34.7 18.8 2020-21 $21.4 36.1 19.5 2021-22 $22.8 37.3 19.9 2022-23 $24.1 38.2 20.3 2023-24 $24.9 38.5 20.4 2024-25 $26.0 38.9 20.5 2025-26 $26.5 38.5 20.2 2026-27 $26.9 38.0 19.9 2027-28 $27.4 37.6 19.6 OPTIONS TO ADDRESS PENSION LIABILITIES Already implemented: Second classic pension tier in 2010 2.0@60 for Miscellaneous 3.0@55 for Safety CalPERS Stabilization Reserve -$5.5M CalPERS Cost-Sharing with Employees by 3% Increases in Revenue and Tax Base TOT Rate Cannabis Business License Tax 12 OPTIONS TO ADDRESS PENSION LIABILITIES 1. Contribute additional funds to CalPERS Reduce amortization bases Shorten amortization period Reduce interest expense 13 Scenario 2018-19 Pension Liability 2027-28 Pension Liability Net Change from Status Quo Status Quo $189.20 $130.00 N/A $1M add’l to PERS $189.20 $123.33 $6.67 OPTIONS TO ADDRESS PENSION LIABILITIES 2. Contribute funds to Section 115 Pension Trust Feb 2014 $13.4M with CERBT (OPEB) 14 Scenario 2018-19 Pension Liability 2027-28 Pension Liability Net Change from Status Quo Status Quo $189.20 $130.00 N/A $5.5M + $1M to Section 115 $189.20 $111.01 $18.99 OPTIONS TO ADDRESS PENSION LIABILITIES 3. Continue Expand on Current Multi-Pronged Approach Expand current revenue and tax base Potential surplus of General Fund to CalPERS Stabilization Reserve Lower City’s CalPERS contribution through continued and expanded cost-sharing with labor groups Continue to explore the possibility of a 155 pension trust fund 15 STAFF RECOMMENDATION – OPTION 3 1.Continue Expand on Current Multi-Pronged Approach Expand current revenue and tax base Potential surplus of General Fund to CalPERS Stabilization Reserve Lower City’s CalPERS contribution through continued and expanded cost-sharing with labor groups Continue to explore the possibility of a 155 pension trust fund 16 DISCUSSION 17 PROPERTY TAX -PROPOSITION 13 Property tax limited to 1% of AV Annual increase in AV limited to 2% 1% Property Tax levy allocation is in a solid state Property AV reset upon sale 19 PROPERTY TAX FY 2017-18 $34M 30% of General Fund operating revenue 20 $- $5 $10 $15 $20 $25 $30 $35 $40 Sum of 2008- 09 Sum of 2009- 10 Sum of 2010- 11 Sum of 2011- 12 Sum of 2012- 13 Sum of 2014- 15 Sum of 2013- 14 Sum of 2015- 16 Sum of 2016- 17 Sum of 2017- 18Millions SALES TAX 9.25% sales tax rate 1.0% Bradley Burns 0.5% Measure W $17M in FY 2017-18 15% of General Fund operating revenues 21 TRANSIENT OCCUPANCY TAX (TOT) Current rate: 10% Plus $2.50 per night/room SSFCC tax Measure FF Increase to 12% as of 1/1/19 13% as of 1/1/20 14% as of 1/1/21 $14M in FY 2017-18 12% of General Fund operating revenues 22 Police & Fire, $52,698,073 , 55% All other Departments, $43,956,571 , 45% General Fund Expenditures $96M FY 2017-18 ATTACHMENT 2 General Fund Expenditures $96M FY 2017-18 By Type Employee Salaries & Benefits 77% Supplies & Services 16% Interdepartmental Charges 7% ATTACHMENT 3 City of South San Francisco Pension Costs Actual & Projected Status Year Number Fiscal Year Miscellaneous Safety Total Total Covered Payroll Pension Cost as a % of Covered Payroll General Fund Expenditures* Pension Cost as a % of GF Exp Miscellaneous Safety Total Total Covered Payroll Pension Cost as a % of Covered Payroll General Fund Expenditures Pension Cost as a % of GF Exp Additional Annual Cost at 6.0% Actual 1 2015-16 5,726,981 8,535,737 14,262,718$ 40,396,088$ 35.31%86,795,020$ 16.43%5,726,981 8,535,737 14,262,718$ 40,396,088$ 35.31%86,795,020$ 16.43% Actual 2 2016-17 6,300,000 8,570,000 14,870,000$ 48,953,919$ 30.38%92,367,213$ 16.10%6,300,000 8,570,000 14,870,000$ 48,953,919$ 30.38%92,367,213$ 16.10% Unaudited 3 2017-18 5,960,000 8,990,000 14,950,000$ 46,289,694$ 32.30%101,286,947$ 14.76%5,960,000 8,990,000 14,950,000$ 46,289,694$ 32.30%101,286,947$ 14.76% Projected 1 2018-19 6,840,000 10,370,000 17,210,000$ 51,271,335$ 33.57%105,114,037$ 16.37%6,840,000 10,370,000 17,210,000$ 51,271,335$ 33.57%105,114,037$ 16.37% Projected 2 2019-20 7,700,000 11,870,000 19,570,000$ 56,334,034$ 34.74%104,306,737$ 18.76%7,700,000 11,870,000 19,570,000$ 56,334,034$ 34.74%104,306,737$ 18.76% Projected 3 2020-21 8,420,000 12,960,000 21,380,000$ 59,296,625$ 36.06%109,921,035$ 19.45%9,610,000 15,310,000 24,920,000$ 59,296,625$ 42.03%109,921,035$ 22.67%3,540,000$ Projected 4 2021-22 9,040,000 13,720,000 22,760,000$ 61,071,994$ 37.27%114,227,565$ 19.93%10,950,000 16,970,000 27,920,000$ 61,071,994$ 45.72%114,227,565$ 24.44%5,160,000$ Projected 5 2022-23 9,570,000 14,480,000 24,050,000$ 62,901,910$ 38.23%118,307,473$ 20.33%12,240,000 18,690,000 30,930,000$ 62,901,910$ 49.17%118,307,473$ 26.14%6,880,000$ Projected 6 2023-24 9,900,000 15,010,000 24,910,000$ 64,786,723$ 38.45%122,263,512$ 20.37%13,410,000 20,240,000 33,650,000$ 64,786,723$ 51.94%122,263,512$ 27.52%8,740,000$ Projected 7 2024-25 10,260,000 15,710,000 25,970,000$ 66,728,080$ 38.92%126,747,698$ 20.49%14,640,000 22,020,000 36,660,000$ 66,728,080$ 54.94%126,747,698$ 28.92%10,690,000$ Projected 8 2025-26 10,490,000 15,960,000 26,450,000$ 68,727,678$ 38.49%131,022,254$ 20.19%14,990,000 22,380,000 37,370,000$ 68,727,678$ 54.37%131,022,254$ 28.52%10,920,000$ Projected 9 2026-27 10,730,000 16,190,000 26,920,000$ 70,787,264$ 38.03%135,438,008$ 19.88%15,340,000 22,720,000 38,060,000$ 70,787,264$ 53.77%135,438,008$ 28.10%11,140,000$ Projected 10 2027-28 10,970,000 16,450,000 27,420,000$ 72,938,608$ 37.59%140,112,978$ 19.57%15,700,000 23,100,000 38,800,000$ 72,938,608$ 53.20%140,112,978$ 27.69%11,380,000$ *Note: Excludes transfers in, as they are reported as other financing sources on the income statement.68,450,000$ Discount Rate & ROI at 7.0%Discount Rate and ROI at 6.0% ATTACHMENT 4 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Discount Rate 8.25 8.25 8.00 8.00 8.00 8.00 8.00 8.00 8.00 8.00 7.75 7.75 7.75 7.75 7.75 7.75 7.75 7.50 7.50 7.50 7.50 7.50 7.50 7.38 Actual ROI 16.30 15.30 20.10 19.50 12.50 10.50 (7.20)(6.10)3.70 16.60 12.20 11.90 18.80 (2.90)(23.60)11.10 20.70 1.00 12.50 18.40 2.40 0.61 11.20 8.60 (30.00) (25.00) (20.00) (15.00) (10.00) (5.00) 0.00 5.00 10.00 15.00 20.00 25.00 CalPERS ROI vs. Discount Rate 1995 - 2018 ATTACHMENT 5 CalPERS Actuarial Valuation - June 30, 2017 Miscellaneous Plan of the City of South San Francisco CalPERS ID: 7147827092 Page 16 Schedule of Amortization Bases There is a two-year lag between the valuation date and the start of the contribution fiscal year. •The assets, liabilities, and funded status of the plan are measured as of the valuation date: June 30, 2017. •The required employer contributions determined by the valuation are for the fiscal year beginning two years after the valuation date: Fiscal Year 2019-20. This two-year lag is necessary due to the amount of time needed to extract and test the membership and financial data, and the need to provide public agencies with their required employer contribution well in advance of the start of the fiscal year. The Unfunded Accrued Liability (UAL) is used to determine the employer contribution and therefore must be rolled forward two years from the valuation date to the first day of the fiscal year for which the contribution is being determined. The UAL is r olled forward each year by subtracting the expected payment on the UAL for the fiscal year and adjusting for interest. The expected payment on the UAL for a fiscal year is equal to the Expected Employer C ontribution for the fiscal year minus the Expected Normal Cost for the year. The Employer Contribution for the first fiscal year is determined by the actuarial valuation two yea rs ago and the contribution for the second year is from the actuarial valuation one year ago. Additional discretionary payments are reflected in the Expected Payments column in the fiscal year they were made by the agency. Reason for Base Date Established Ramp Up/Down 2019-20 Amorti- zation Period Balance 6/30/17 Expected Payment 2017-18 Balance 6/30/18 Expected Payment 2018-19 Balance 6/30/19 Scheduled Payment for 2019-20 FRESH START 06/30/04 No Ramp 17 $21,860,350 $1,707,760 $21,676,642 $1,738,565 $21,447,713 $1,785,781 ASSUMPTION CHANGE 06/30/09 No Ramp 12 $6,677,208 $644,141 $6,494,223 $657,227 $6,284,419 $674,970 SPECIAL (GAIN)/LOSS 06/30/09 No Ramp 22 $2,057,695 $139,349 $2,062,565 $141,570 $2,065,489 $145,433 SPECIAL (GAIN)/LOSS 06/30/10 No Ramp 23 $(627,444) $(41,520) $(629,935) $(42,166) $(631,937) $(43,317) ASSUMPTION CHANGE 06/30/11 No Ramp 14 $3,645,762 $319,727 $3,578,966 $325,925 $3,500,908 $334,747 SPECIAL (GAIN)/LOSS 06/30/11 No Ramp 24 $(120,274) $(7,789) $(120,928) $(7,907) $(121,506) $(8,123) PAYMENT (GAIN)/LOSS 06/30/12 No Ramp 25 $643,047 $40,804 $647,411 $41,407 $651,466 $42,539 (GAIN)/LOSS 06/30/12 No Ramp 25 $2,808,168 $178,191 $2,827,222 $180,822 $2,844,934 $185,767 (GAIN)/LOSS 06/30/13 100% 26 $21,402,499 $864,224 $22,059,176 $1,169,655 $22,447,153 $1,502,083 ASSUMPTION CHANGE 06/30/14 80% 17 $11,743,833 $437,193 $12,142,496 $668,012 $12,331,024 $914,913 (GAIN)/LOSS 06/30/14 80% 27 $(15,672,369) $(428,721) $(16,364,626) $(652,351) $(16,875,476) $(893,656) (GAIN)/LOSS 06/30/15 60% 28 $7,516,537 $105,845 $7,951,871 $214,571 $8,306,169 $330,703 ASSUMPTION CHANGE 06/30/16 40% 19 $3,414,109 $(104,254) $3,769,599 $71,134 $3,969,227 $146,163 (GAIN)/LOSS 06/30/16 40% 29 $10,935,399 $0 $11,728,215 $162,749 $12,409,966 $334,466 ASSUMPTION CHANGE 06/30/17 20% 20 $2,678,180 $(169,450) $3,047,833 $(174,322) $3,449,332 $65,005 (GAIN)/LOSS 06/30/17 20% 30 $(4,354,362) $0 $(4,670,053) $0 $(5,008,632) $(69,423) TOTAL $74,608,336 $3,685,500 $76,200,679 $4,494,891 $77,070,249 $5,448,051 ATTACHMENT 6 CalPERS Actuarial Valuation - June 30, 2017 Safety Plan of the City of South San Francisco CalPERS ID: 7147827092 Page 16 Schedule of Amortization Bases There is a two-year lag between the valuation date and the start of the contribution fiscal year. • The assets, liabilities, and funded status of the plan are measured as of the valuation date: June 30, 2017. • The required employer contributions determined by the valuation are for the fiscal year beginning two years after the valuation date: Fiscal Year 2019-20. This two-year lag is necessary due to the amount of time needed to extract and test the membership and financial data, and the need to provide public agencies with their required employer contribution well in advance of the start of the fiscal year. The Unfunded Accrued Liability (UAL) is used to determine the employer contribution and therefore must be rolled forward two years from the valuation date to the first day of the fiscal year for which the contribution is being determined. The UAL is r olled forward each year by subtracting the expected payment on the UAL for the fiscal year and adjusting for interest. The expected payment on the UAL for a fiscal year is equal to the Expected Employer C ontribution for the fiscal year minus the Expected Normal Cost for the year. The Employer Contribution for the first fiscal year is determined by the actuarial valuation two yea rs ago and the contribution for the second year is from the actuarial valuation one year ago. Additional discretionary payments are reflected in the Expected Payments column in the fiscal year they were made by the agency. Reason for Base Date Established Ramp Up/Down 2019-20 Amorti- zation Period Balance 6/30/17 Expected Payment 2017-18 Balance 6/30/18 Expected Payment 2018-19 Balance 6/30/19 Scheduled Payment for 2019-20 FRESH START 06/30/04 No Ramp 17 $36,363,954 $2,840,802 $36,058,362 $2,892,045 $35,677,546 $2,970,587 ASSUMPTION CHANGE 06/30/09 No Ramp 12 $3,936,351 $379,734 $3,828,478 $387,449 $3,704,794 $397,909 SPECIAL (GAIN)/LOSS 06/30/09 No Ramp 22 $2,541,792 $172,133 $2,547,808 $174,876 $2,551,420 $179,647 SPECIAL (GAIN)/LOSS 06/30/10 No Ramp 23 $898,734 $59,473 $902,301 $60,397 $905,170 $62,046 ASSUMPTION CHANGE 06/30/11 No Ramp 14 $4,804,885 $421,380 $4,716,851 $429,548 $4,613,976 $441,175 SPECIAL (GAIN)/LOSS 06/30/11 No Ramp 24 $85,984 $5,568 $86,451 $5,652 $86,866 $5,807 PAYMENT (GAIN)/LOSS 06/30/12 No Ramp 25 $288,556 $18,310 $290,514 $18,581 $292,333 $19,089 (GAIN)/LOSS 06/30/12 No Ramp 25 $1,400,493 $88,867 $1,409,997 $90,180 $1,418,829 $92,646 (GAIN)/LOSS 06/30/13 100% 26 $30,298,399 $1,223,437 $31,228,022 $1,655,819 $31,777,262 $2,126,420 ASSUMPTION CHANGE 06/30/14 80% 17 $14,799,498 $550,948 $15,301,891 $841,824 $15,539,472 $1,152,968 (GAIN)/LOSS 06/30/14 80% 27 $(25,338,304) $(693,135) $(26,457,509) $(1,054,689) $(27,283,426) $(1,444,819) (GAIN)/LOSS 06/30/15 60% 28 $10,281,385 $144,778 $10,876,851 $293,498 $11,361,471 $452,347 ASSUMPTION CHANGE 06/30/16 40% 19 $4,971,646 $(174,030) $5,512,319 $104,019 $5,804,238 $213,735 (GAIN)/LOSS 06/30/16 40% 29 $18,580,025 $0 $19,927,077 $276,522 $21,085,419 $568,282 ASSUMPTION CHANGE 06/30/17 20% 20 $5,621,487 $(231,610) $6,268,904 $(238,269) $6,970,155 $131,357 (GAIN)/LOSS 06/30/17 20% 30 $(6,587,158) $0 $(7,064,727) $0 $(7,576,920) $(105,022) TOTAL $102,947,726 $4,806,655 $105,433,589 $5,937,452 $106,928,605 $7,264,174 2018-19 Adopted 2019-20 Projected 2020-21 Projected 2021-22 Projected 2022-23 Projected 2023-24 Projected 2024-25 Projected 2025-26 Projected 2026-27 Projected 2027-28 Projected 2028-29 Projected Total Revenues 109,053,694 109,407,496 114,666,959 119,493,014 123,279,163 127,382,753 130,056,084 135,192,077 138,350,310 141,677,970 145,014,487 Total Expenditures 107,997,038 106,106,737 111,721,035 116,027,565 120,107,473 124,063,512 128,547,698 132,822,254 137,238,008 141,912,978 145,524,038 $100 $105 $110 $115 $120 $125 $130 $135 $140 $145 $150 Axis Title Millions City of South San Francisco General Fund 10 Year Forecast Most Likely Scenario No additional contributions to CalPERS Total Revenues and Expenditures Page 1 of 2 ATTACHMENT 7 2018-19 Adopted 2019-20 Projected 2020-21 Projected 2021-22 Projected 2022-23 Projected 2023-24 Projected 2024-25 Projected 2025-26 Projected 2026-27 Projected 2027-28 Projected 2028-29 Projected General Reserves 21,213,318 21,521,578 22,573,471 23,538,682 24,295,912 25,116,630 25,651,296 26,678,494 27,310,141 27,975,673 28,642,976 Infrastructure Reserve 12,396,850 15,389,348 17,283,379 19,783,618 3,646,722 3,646,722 3,646,722 3,646,722 3,646,722 2,746,181 1,569,326 CalPERS Stabilization Reserve 5,545,104 5,545,104 5,545,104 5,545,104 7,959,564 10,458,087 11,431,807 12,774,430 13,255,086 13,255,086 13,255,086 Net Pension Liability 189,200,000 188,540,000 188,350,000 188,570,000 183,750,000 177,790,000 170,370,000 161,970,000 152,510,000 141,880,000 129,980,000 $- $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 $- $5 $10 $15 $20 $25 $30 $35 Millions Millions City of South San Francisco Most Likely Scenario No Additional Contributions to CalPERS Reserves & Net Pension Liability Page 2 of 2 2018-19 Adopted 2019-20 Projected 2020-21 Projected 2021-22 Projected 2022-23 Projected 2023-24 Projected 2024-25 Projected 2025-26 Projected 2026-27 Projected 2027-28 Projected 2028-29 Projected Total Revenues $109,053,694 $109,407,496 $114,666,959 $119,493,014 $123,279,163 $127,382,753 $130,056,084 $135,192,077 $138,350,310 $141,677,970 $145,014,487 Total Expenditures $107,997,038 $106,201,508 $111,568,995 $115,837,289 $120,828,127 $124,594,297 $128,919,404 $133,143,000 $137,515,980 $142,149,782 $145,710,225 $100 $110 $120 $130 $140 $150 $160 Millions City of South San Francisco General Fund 10-Year Forecast Revenues and Expenditures Most Likely Scenario With $1M in Additional Annual Contributions to CalPERS ATTACHMENT 8 Page 1 of 2 2018-19 Adopted 2019-20 Projected 2020-21 Projected 2021-22 Projected 2022-23 Projected 2023-24 Projected 2024-25 Projected 2025-26 Projected 2026-27 Projected 2027-28 Projected 2028-29 Projected General Reserves 21,213,318 21,521,578 22,573,471 23,538,682 24,295,912 25,116,630 25,651,296 26,678,494 27,310,141 27,975,673 28,642,976 Infrastructure Reserve 12,396,850 15,294,577 17,340,649 20,031,163 5,588,074 7,555,812 8,157,825 9,179,703 9,382,386 8,245,042 6,882,000 CalPERS Stabilization Reserve 5,545,104 ---------- Net Pension Liability 189,200,000 188,540,000 188,350,000 181,330,000 176,000,000 169,600,000 162,410,000 154,280,000 145,120,000 134,840,000 123,330,000 $- $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 $- $5 $10 $15 $20 $25 $30 $35 Millions Millions City of South San Francisco 10-Year Forecast Reserves & Net Pension Liability Most Likely Scenario With $1M in Additional Annual Contributions to CalPERS Page 2 of 2 2018-19 Adopted 2019-20 Projected 2020-21 Projected 2021-22 Projected 2022-23 Projected 2023-24 Projected 2024-25 Projected 2025-26 Projected 2026-27 Projected 2027-28 Projected 2028-29 Projected Total Revenues 109,053,694 109,407,496 114,666,959 119,493,014 123,279,163 127,382,753 130,056,084 135,192,077 138,350,310 141,677,970 145,014,487 Total Expenditures 107,997,038 106,106,737 111,721,035 116,027,565 121,107,473 125,063,512 129,547,698 133,822,254 138,238,008 142,912,978 146,524,038 $100 $105 $110 $115 $120 $125 $130 $135 $140 $145 $150 Axis Title Millions City of South San Francisco General Fund 10 Year Forecast Most Likely Scenario $1M to Section 115 Pension Trust Fund Total Revenues and Expenditures Page 1 of 2 ATTACHMENT 9 2018-19 Adopted 2019-20 Projected 2020-21 Projected 2021-22 Projected 2022-23 Projected 2023-24 Projected 2024-25 Projected 2025-26 Projected 2026-27 Projected 2027-28 Projected 2028-29 Projected General Reserves 21,213,318 21,521,578 22,573,471 23,538,682 24,295,912 25,116,630 25,651,296 26,678,494 27,310,141 27,975,673 28,642,976 Infrastructure Reserve 12,396,850 15,389,348 17,283,379 19,783,618 5,061,182 6,559,704 6,533,424 6,876,048 6,356,703 4,456,162 2,279,307 CalPERS Stabilization Reserve 5,545,104 ---------- Net Pension Liability 183,570,000 182,620,000 182,140,000 181,020,000 174,800,000 167,360,000 158,400,000 148,380,000 137,210,000 124,790,000 111,010,000 $- $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 $- $5 $10 $15 $20 $25 $30 $35 Millions Millions City of South San Francisco Most Likely Scenario $1M to Section 115 Pension Trust Fund Reserves & Net Pension Liability Page 2 of 2 Speaker comments are limited to three (3) minutes Please indicate which item N-ou'd like to speak oil: 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