99
99 DECLARATION OF ANN GOODRICH IN SUPPORT OF CITY OF STOCKTON’S REPLY TO OBJECTIONS TO STATEMENT OF QUALIFICATIONS 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 MARC A. LEVINSON (STATE BAR NO. 57613) [email protected] NORMAN C. HILE (STATE BAR NO. 57299) [email protected] JOHN W. KILLEEN (STATE BAR NO. 258395) [email protected] ORRICK, HERRINGTON & SUTCLIFFE LLP 400 Capitol Mall, Suite 3000 Sacramento, California 95814-4497 Telephone: (916) 447-9200 Facsimile: (916) 329-4900 Attorneys for Debtor City of Stockton UNITED STATES BANKRUPTCY COURT EASTERN DISTRICT OF CALIFORNIA SACRAMENTO DIVISION In re: CITY OF STOCKTON, CALIFORNIA, Debtor. Case No. 2012-32118 D.C. No. OHS-1 Chapter 9 DECLARATION OF ANN GOODRICH IN SUPPORT OF CITY OF STOCKTON’S REPLY TO OBJECTIONS TO ITS STATEMENT OF QUALIFICATIONS UNDER SECTION 109(C) OF THE UNITED STATES BANKRUPTCY CODE Date: February 26, 2013 Time: 1:30 p.m. Dept: C Judge: Hon. Christopher M. Klein Case 12-32118 Filed 02/15/13 Doc 716

753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

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Page 1: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

99

DECLARATION OF ANN GOODRICH IN SUPPORT OFCITY OF STOCKTON’S REPLY TO OBJECTIONS TO

STATEMENT OF QUALIFICATIONS

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MARC A. LEVINSON (STATE BAR NO. 57613)[email protected] C. HILE (STATE BAR NO. 57299)[email protected] W. KILLEEN (STATE BAR NO. 258395)[email protected], HERRINGTON & SUTCLIFFE LLP400 Capitol Mall, Suite 3000Sacramento, California 95814-4497Telephone: (916) 447-9200Facsimile: (916) 329-4900

Attorneys for DebtorCity of Stockton

UNITED STATES BANKRUPTCY COURT

EASTERN DISTRICT OF CALIFORNIA

SACRAMENTO DIVISION

In re:

CITY OF STOCKTON, CALIFORNIA,

Debtor.

Case No. 2012-32118

D.C. No. OHS-1

Chapter 9

DECLARATION OF ANN GOODRICHIN SUPPORT OF CITY OFSTOCKTON’S REPLY TOOBJECTIONS TO ITS STATEMENTOF QUALIFICATIONS UNDERSECTION 109(C) OF THE UNITEDSTATES BANKRUPTCY CODE

Date: February 26, 2013Time: 1:30 p.m.Dept: CJudge: Hon. Christopher M. Klein

Case 12-32118 Filed 02/15/13 Doc 716

Page 2: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

- 2 -DECLARATION OF ANN GOODRICH IN SUPPORT OF

CITY OF STOCKTON’S REPLY TO OBJECTIONS TOSTATEMENT OF QUALIFICATIONS

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I, Ann Goodrich, hereby declare:

1. I am a consultant and labor relations project manager retained by the City of

Stockton, California (“the City” or “Stockton”) since January 9, 2011. In my capacity as the

City’s labor project manager, I coordinate the City’s labor negotiations with all of its employee

groups and prepare recommendations for the City regarding its negotiations. I make this

declaration in support of the City’s Reply to Objections to Statement of Qualifications Under

Section 109(c). On June 29, 2012, I submitted a declaration in support of the Statement of

Qualifications the City filed on June 29, 2012 (the “June Declaration” or “June Decl.”). On July

20, 2012, I submitted a supplemental declaration in support of the Statement of Qualifications

(the “Supplemental Declaration” or “Supp. Decl.”).

2. In the Supplemental Declaration, I described in detail the City’s negotiations with

its nine employee groups during the AB 506 process. I reported that, as of July 20, 2012, the City

had “reached tentative agreements on new collective bargaining agreements with six of its nine

labor groups, each of which has ratified its tentative agreement. The City Council will consider

approval of the six agreements at a public session on July 24, 2012. City staff has recommended

approval.” On July 24, 2012, the City Council approved the six agreements referenced in the

Supplemental Declaration.

3. Subsequently, the City reached agreements on new collective bargaining

agreements with the remaining three labor groups: Stockton Fire Management Unit, International

Association of Firefighters, Local 456, and Stockton Police Officers Association (“SPOA”). The

last of these agreements, between the City and SPOA, was approved by the City Council on

December 11, 2012 after having been ratified by the members of SPOA.

4. I have reviewed the declaration of Robert Bobb, filed by the Capital Markets

Creditors on December 14, 2012. Mr. Bobb criticizes the City (1) for using compensation and

benefits data from cities comparable to Stockton to determine what level of compensation and

benefits Stockton need offer to recruit and retain sufficiently qualified employees; and (2) for

giving its employees “above-market” compensation and benefits packages. While in the past

these criticisms of City practices might have had some validity, they are not valid now.

Case 12-32118 Filed 02/15/13 Doc 716

Page 3: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

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CITY OF STOCKTON’S REPLY TO OBJECTIONS TOSTATEMENT OF QUALIFICATIONS

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5. With respect to the use of comparable cities, I agree with Mr. Bobb’s deposition

testimony that labor market surveys are “important information to have” and are “a standard part

of negotiations.” Bobb Dep., pp. 161:3-162:15. Based on my 29 years as a Human Resources

Director in several different California counties, it is an industry standard practice for California

cities and counties to commission surveys to determine where the wages and benefits of their

employees are relative to similarly situated employees in comparable jurisdictions. Having such

surveys enables jurisdictions to determine how much they need (or don’t need) to offer in wages

and benefits to recruit and retain sufficiently qualified employees.

6. In Stockton’s case, for the last few years, the City has retained Doug Johnson of

Ralph Anderson & Associates to prepare its compensation surveys. My team has relied on the

information provided us by Mr. Johnson during every round of negotiations with every

bargaining group, including during the AB 506 process.

7. Recently, Mr. Johnson completed a salary survey which evaluated where

Stockton’s wages and benefits were relative to other jurisdictions, following the recent adoption

of the nine labor agreements. Attached collectively as Exhibit A are true and correct copies of the

salary surveys Mr. Johnson prepared. Attached as Exhibit B is a true and correct copy of a

memorandum Mr. Johnson prepared for the City in order to explain the rationale behind his

decision to treat certain cities as “comparable” to Stockton.

8. Following years of reductions, it is no longer accurate to characterize Stockton’s

employee wages and benefits as “above-market.” During the AB 506 process, one of the City’s

goals in formulating the Labor Ask was to continue the work it had begun of bringing down its

employee wages and benefits to rates similar to those in comparable cities. The City largely

achieved this goal in the nine new agreements it signed during and after the AB 506 process.

Each of the nine agreements resembled the deals that the City sought from each group in the Ask,

the terms of which included but were not limited to: elimination of certain premium or “add” pays

and reductions in longevity pay, reductions in life insurance, reductions in Long Term Disability

Insurance, elimination of retiree medical benefits, reductions in holidays, holiday pay, sick leave

and vacation benefits, elimination or reduction of sick leave cash outs at separation, deferral of

Case 12-32118 Filed 02/15/13 Doc 716

Page 4: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

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vacation cash outs at separation, elimination of annual cash outs of unused vacation, changes in

overtime practices that reduced standby pay, the rate that overtime was paid at and the number of

hours overtime was based on.

9. The recent Doug Johnson survey has confirmed that following the adoption of the

City’s most recent labor agreements, the vast majority of City employees receive wages and

benefits at or below the median of similarly situated positions in comparable cities. Over 130

different classifications were surveyed as to their base salaries, other pays, and benefits. With

very few exceptions, the City’s employees are below the average or median of the labor market.

For example, for the City’s Police Officer class, the survey shows that in Total Cash (i.e. wages

received by the individual), the City is 5.8% below the average or 8% below the median. When

factoring in the value of benefits (health, dental, vision, life and long-term disability) which affect

an employee’s take home pay and which with cash are considered an employees’ “total

compensation,” the City is 5.3% below the average and 6.9% below the median. When adding in

the value of the agency’s retirement contribution and the cash value of time off (through holiday,

vacation, and sick pay), the City’s relative position improves slightly to 1.2% below the average

and 2.6% below the median. This is offset, though, by the City’s recent phase out of retiree

medical benefits, which in conjunction with all the other measures depressed a Police Officer’s

total compensation and benefits to 2.4% below the average and 4.7% below the median.

10. In the June Declaration, I described the City’s drastic cuts to employee

compensation and benefits since 2008, and attached as Exhibit A a chart summarizing many of

the changes negotiated or imposed over the past four years for all of the City’s labor groups.

Attached hereto as Exhibit C is a revised version of Exhibit A to the June Declaration, both in

clean and blacklined format. This revised version shows additional reductions subsequent to June

29, 2012.

11. An example demonstrates starkly the reductions experienced by Stockton

employees over the past four years. Attached hereto as Exhibit D is a document prepared under

my supervision by the City’s Human Resources and Finance departments. The exhibit contains

true and correct descriptions of the contents of actual paychecks of several individual City

Case 12-32118 Filed 02/15/13 Doc 716

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Case 12-32118 Filed 02/15/13 Doc 716

Page 6: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

EExxhhiibbiitt AA

Case 12-32118 Filed 02/15/13 Doc 716

Page 7: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

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Case 12-32118 Filed 02/15/13 Doc 716

Page 8: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

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nt

Date

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 9: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lient

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ge

Data

Effective O

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2012

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FD

Fire C

apta

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05

$485

$69

$397

$10,6

56

$1,5

87

$124

$5

$12,3

72

$2,5

29

$14,9

01

$1,0

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$600

$16,5

41

$1,5

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$18,1

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$1,5

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$18,1

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Fire C

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$88

$7,2

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$1,0

53

$112

$11

$20

$8,4

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$1,8

52

$10,3

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$553

$331

$11,1

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$11,1

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$11,1

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55

$78

$410

$153

$92

$8,3

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$788

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inc

$9,1

76

$1,9

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$11,0

79

$757

$379

$12,2

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$12,2

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$12,2

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in$9,2

71

$695

$278

$10,2

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$1,6

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$152

$22

$6

$20

$12,0

51

$3,0

86

$15,1

37

$917

$428

$16,4

82

$604

$17,0

86

$604

$17,0

86

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apta

in$7,6

74

$348

$85

$384

$8,4

91

$1,3

00

inc

inc

$2

$9,7

92

$2,1

89

$11,9

81

$949

$377

$13,3

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$112

$13,4

18

$112

$13,4

18

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Fire C

apta

in$8,0

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$150

$1,2

11

$726

$100

$425

$10,6

83

$1,3

99

$108

$19

$3

$12,2

12

$2,0

94

$14,3

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$998

$399

$15,7

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$112

$15,8

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$112

$15,8

15

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Fire C

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in$7,2

84

$17

$391

$437

$73

$8,2

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$1,2

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inc

inc

inc

$9,4

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$2,0

24

$11,4

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$560

$322

$12,3

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$530

$12,8

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$530

$12,8

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69

$654

$735

$67

$408

$10,0

33

$1,8

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$134

$19

$17

$20

$12,0

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$2,5

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$875

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$1,8

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$18,0

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$1,8

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$18,0

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$11,0

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$14,0

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$2,2

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$11,1

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$9,2

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ian

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ss

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%*

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min

ati

on

06-3

0-1

2

Pri

nt

Date

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 10: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rive

lege

Da

ta E

ffe

ctive

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r 2

01

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Cit

y o

f St

ock

ton

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Vac

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n A

ccru

al

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nu

al C

ash

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ash

Pay

men

t O

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r V

acat

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: Em

plo

yee

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ct t

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ive

cash

pay

men

t fo

r u

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o a

max

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m o

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ally

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at a

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scal

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m t

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n

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, th

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plo

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all r

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r $

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n t

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nd

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t o

f 1

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r $

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00, w

hic

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the

bal

ance

of

his

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un

use

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ccu

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late

d v

acat

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ho

urs

. (3

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n t

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iver

sary

of

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, he/

she

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l rec

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of

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use

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d v

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all h

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ar y

ear

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o h

as c

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th

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f 3

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arn

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ifts

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ire

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ree

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atio

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l bac

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dia

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93

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ed

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ash

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po

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epar

atio

n o

nly

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 11: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorney-Client Privilege Data Effective October 2012

Stockton

Labor Market Summary - Median Total Compensation

Class Title BaseBase +

Cash

Base +

Cash +

Insurance

Base +

Cash + Ins.

+ Leave

Total Comp

(Cash + Ins.

+ Lv. + Ret.)

Total

Gain/

Loss

TC w/

Ret.

Health

TC w/

Ret.

Health *

Assistant City Clerk II -1.2% -2.0% -4.7% -6.5% -7.1% -5.8% -3.2% -7.6%

Assistant City Manager -7.5% -11.7% -13.4% -14.8% -16.2% -8.8% -14.4% -16.8%

Assistant Director of Human Resources 11.3% 11.2% 9.2% 9.4% 9.9% -1.5% 11.7% 9.3%

Information Technology Officer 8.0% 0.7% -1.7% -5.6% -5.1% -13.2% -3.4% -6.2%

Asst Municipal Utilities Dir (Engineering Manager) I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Chief Financial Officer 2.6% 0.5% -3.8% -2.7% 0.8% -1.8% 2.9% 0.8%

City Attorney 7.2% 2.1% -0.5% 0.4% 0.9% -6.3% 2.5% 0.7%

City Auditor I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

City Clerk 2.1% -0.1% -2.1% -3.4% -3.6% -5.8% -2.7% -5.7%

Fire Chief 3.1% -4.4% -6.5% -7.5% -4.8% -7.9% -2.9% -4.8%

Community Development Director 1.4% -1.9% -6.4% -5.6% -5.7% -7.1% -5.3% -7.6%

Deputy City Manager II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Director of Community Services 3.5% -1.8% -4.0% -2.9% -4.6% -8.1% -2.3% -4.6%

Director of Economic Development 5.0% 2.5% -0.3% 1.8% 2.0% -3.0% 3.6% 1.4%

Director of Human Resources 5.0% -0.2% -6.0% -3.7% -1.7% -6.8% 0.2% -2.0%

Director of Municipal Utilities 3.0% -3.2% -7.7% -7.3% -7.2% -10.2% -6.3% -8.6%

Chief of Police 3.2% 2.0% -1.8% -1.9% 0.9% -2.2% -0.2% -1.8%

Public Works Director 1.1% -6.3% -8.3% -7.3% -6.9% -8.0% -5.4% -7.6%

Accountant II 0.9% -7.1% -8.7% -5.4% -4.5% -5.4% -0.9% -5.7%

Accounting Manager -8.2% -16.1% -19.6% -17.2% -14.5% -6.3% -11.4% -15.4%

Administrative Analyst II -2.7% -10.0% -15.0% -13.1% -10.7% -8.0% -5.7% -10.7%

Administrative Assistant -16.2% -20.9% -20.1% -20.1% -20.0% -3.8% -15.5% -20.5%

Animal Services Assistant II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Animal Services Officer -9.6% -13.2% -16.8% -13.6% -12.3% -2.7% -6.0% -13.1%

Arborist I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Assistant to the City Manager 13.3% 7.9% 4.7% 7.1% 5.9% -7.4% 7.3% 4.4%

Associate Civil Engineer 4.0% 0.3% -7.4% -7.4% -5.6% -9.6% -2.7% -6.5%

Associate Engineer 3.2% -1.9% -2.5% -0.3% 2.3% -0.9% 5.6% 1.8%

Associate Planner -0.1% -6.5% -6.9% -6.2% -6.2% -6.1% -2.0% -6.4%

Auditor I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Benefits Analyst -14.3% -29.4% -24.8% -23.2% -20.3% -6.0% -14.4% -20.3%

Budget Officer I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Building Permit Technician 2.5% -4.5% -8.3% -5.1% -4.6% -7.1% 0.3% -5.3%

Buyer II 7.6% 1.9% -1.7% 0.3% 2.7% -4.8% 7.7% 2.7%

Chemist I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

City Traffic Engineer 0.8% -3.1% -6.7% -5.6% -3.5% -4.3% -0.7% -3.5%

Code Enforcement Officer II -2.2% -4.4% -11.0% -7.9% -4.6% -2.4% 0.0% -5.3%

Combination Inspector II -0.6% -5.0% -11.6% -8.2% -8.8% -8.2% -3.8% -8.9%

Community Service Officer II -4.1% -8.6% -12.9% -10.1% -7.6% -3.6% -2.7% -9.2%

Deputy City Attorney 3.6% -0.6% -5.7% -3.5% -1.7% -5.2% 0.9% -1.7%

Deputy City Auditor II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Deputy City Clerk II -30.6% -33.7% -26.1% -24.9% -22.4% 8.2% -13.9% -22.4%

Deputy Community Development Director (Building) 8.5% 0.9% -3.0% -0.9% 0.1% -8.4% 2.7% 0.1%

Deputy CD Director (Engineering & Transportation) -4.2% -12.5% -12.4% -9.3% -8.2% -4.0% -5.3% -8.2%

Deputy Director of Community Services (City Librarian) I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Deputy Director of Community Services (Recreation) 1.5% -2.2% -2.6% -1.1% 1.9% 0.3% 4.7% 1.9%

Deputy Economic Development Director -2.2% -7.1% -10.9% -8.1% -9.9% -7.6% -6.7% -9.9%

Deputy Housing Director I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Deputy Municipal Utilities Dist Dir (Wtr Res Planning) I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Deputy Public Works Director (City Engineer) 4.9% -5.8% -6.8% -6.4% -8.3% -13.3% -5.9% -8.6%

Electrical Technician II -4.7% -4.5% -5.6% -4.3% -2.5% 2.2% 2.3% -2.5%

Electrician II -1.9% -7.3% -12.2% -8.5% -7.2% -5.3% -2.3% -7.7%

Engineering Services Manager I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Engineering Technician II -1.1% -5.8% -8.4% -5.8% -4.3% -3.3% 0.2% -5.0%

Environmental Control Officer -18.2% -16.9% -18.3% -16.2% -14.6% 3.6% -8.3% -14.6%

Evidence Technician II 0.5% -3.8% -9.6% -5.3% -3.3% -3.8% 2.1% -3.3%

Executive Assistant 5.2% 1.5% -1.4% 2.2% 2.3% -2.9% 7.0% 2.1%

Executive Assistant to the City Manager 13.2% 8.4% 3.2% 6.2% 8.3% -4.9% 11.3% 7.1%

Finance Officer I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Fire Prevention Inspector II 7.0% -0.7% -3.5% -0.2% -2.8% -9.7% 1.6% -3.3%

Fire Telecommunicator II -0.5% -8.0% -11.0% -7.6% -6.3% -5.8% -1.7% -7.3%

1 Print Date: 11/26/2012

Case 12-32118 Filed 02/15/13 Doc 716

Page 12: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorney-Client Privilege Data Effective October 2012

Stockton

Labor Market Summary - Median Total Compensation

Class Title BaseBase +

Cash

Base +

Cash +

Insurance

Base +

Cash + Ins.

+ Leave

Total Comp

(Cash + Ins.

+ Lv. + Ret.)

Total

Gain/

Loss

TC w/

Ret.

Health

TC w/

Ret.

Health *

Fleet Manager -5.5% -9.5% -14.0% -12.0% -12.7% -7.2% -8.9% -12.9%

Geographic Information Systems Analyst II -10.2% -14.1% -14.3% -15.7% -14.3% -4.1% -10.1% -15.2%

Geographic Information Systems Manager I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Geographic Information Systems Specialist II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Golf Manager I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Heating, Ventilation and Air Conditioning Mechanic 0.2% -3.9% -6.3% -3.3% -5.0% -5.2% -0.3% -5.7%

Housing and Rehabilitation Counselor II -8.6% -13.3% -23.3% -20.8% -18.2% -9.6% -12.5% -18.2%

Human Resources Analyst II -7.8% -20.5% -20.7% -16.4% -14.7% -6.9% -9.4% -14.7%

Human Resources Program Assistant I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Human Resources Technician -6.5% -13.2% -12.7% -11.4% -13.5% -7.0% -7.8% -14.1%

Laboratory Technician -5.4% -2.8% -11.1% -8.2% -10.9% -5.4% -5.5% -11.9%

Legal Secretary II -6.3% -15.9% -14.2% -12.6% -9.9% -3.6% -3.7% -9.9%

Liability Claims Investigator II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Librarian II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Materials Specialist -3.0% -8.7% -13.2% -10.0% -12.0% -9.0% -4.5% -12.0%

Microbiologist I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Network Support Analyst II -14.9% -19.8% -22.6% -20.1% -17.4% -2.4% -13.1% -18.6%

Occupational Health and Safety Compliance Specialist I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Office Technician -0.7% -4.8% -8.6% -5.6% -6.5% -5.8% -0.9% -6.8%

Park Facility Planner (Landscape Architect) I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Plan Check Engineer -8.2% -13.1% -15.1% -11.9% -8.6% -0.4% -7.7% -11.6%

Plan Checker II 2.7% -1.2% -1.3% 1.3% 3.0% 0.3% 7.0% 3.0%

Planning Manager 0.4% -2.4% -9.9% -7.2% -5.8% -6.2% -2.9% -6.2%

Planning Technician II -4.2% -10.0% -13.4% -9.7% -10.6% -6.4% -5.1% -11.3%

Plant Maintenance Mechanic -12.0% -12.7% -12.7% -10.9% -11.3% 0.7% -6.1% -12.0%

Plant Operator -8.2% -9.7% -13.9% -11.6% -9.6% -1.5% -4.4% -10.4%

SCADA/Comp Maint Mgmnt System Manager I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Police Telecommunicator II -5.3% -12.3% -13.9% -11.6% -7.1% -1.8% -2.8% -8.5%

Program Manager II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Project Manager II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Public Information Officer II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Public Works Inspector 7.4% 5.1% 0.0% 3.1% 2.5% -4.9% 6.2% 1.9%

Purchasing Agent -5.3% -7.5% -4.9% -3.1% -2.2% 3.1% 1.2% -2.2%

Real Property Agent II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Reprographics/Mailroom Technician II 3.2% 2.8% -1.3% 3.4% 5.7% 2.5% 11.9% 5.7%

Risk Manager -1.3% -12.6% -13.2% -12.7% -13.0% -11.7% -9.3% -13.2%

Risk/Loss Control Specialist I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Senior Deputy City Clerk I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Senior Management Analyst (Drift) 5.1% -1.0% -6.3% -2.6% -2.4% -7.5% 1.1% -2.4%

Solid Waste Manager -3.4% -4.3% -7.9% -6.2% -4.8% -1.5% -1.8% -5.3%

Systems Analyst II -5.7% -11.1% -14.6% -14.0% -11.0% -5.3% -6.6% -11.5%

Technology Support Specialist II 2.5% -0.3% -4.3% -0.5% -0.5% -3.0% 3.7% -1.4%

Traffic Signal Electrician -2.9% -9.6% -11.0% -7.7% -7.0% -4.1% -1.6% -7.0%

Tree Surgeon -7.7% -12.3% -15.9% -12.6% -13.0% -5.3% -6.3% -13.4%

Water Systems Operator -22.6% -21.8% -18.9% -17.5% -15.3% 7.3% -13.4% -20.2%

Welder/Fabricator Specialist I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Circulation Assistant II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Collection Systems Operator 3.9% 1.7% -6.5% -4.8% -3.4% -7.3% 1.9% -4.0%

Craft Maintenance Worker II 1.4% -3.1% -10.4% -6.2% -3.5% -4.9% 0.9% -4.9%

Customer Service Assistant 4.1% -4.4% -10.7% -6.9% -6.8% -10.9% -0.9% -8.1%

Facilities Maintenance Worker II 6.1% 0.8% -8.3% -4.3% -4.3% -10.3% 2.7% -4.7%

Finance Assistant II 3.9% -0.1% -14.9% -10.3% -8.2% -12.1% -1.4% -8.2%

Graffiti Abatement Technician I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Human Resources Assistant II -16.5% -28.2% -25.9% -27.9% -30.1% -13.6% -21.3% -30.1%

Library Aide II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Library Assistant II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Maintenance Repair Technician II 14.9% 8.7% 1.2% 5.6% 4.1% -10.7% 8.6% 3.5%

Mechanic II (Heavy) -3.0% -9.0% -15.9% -12.7% -12.1% -9.1% -5.8% -12.1%

Mechanic II (Light) -2.2% -9.0% -13.8% -10.5% -11.8% -9.7% -5.6% -11.8%

Office Assistant II 4.3% -3.6% -12.5% -7.7% -6.4% -10.7% 0.1% -7.2%

Parking District Supervisor I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

2 Print Date: 11/26/2012

Case 12-32118 Filed 02/15/13 Doc 716

Page 13: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorney-Client Privilege Data Effective October 2012

Stockton

Labor Market Summary - Median Total Compensation

Class Title BaseBase +

Cash

Base +

Cash +

Insurance

Base +

Cash + Ins.

+ Leave

Total Comp

(Cash + Ins.

+ Lv. + Ret.)

Total

Gain/

Loss

TC w/

Ret.

Health

TC w/

Ret.

Health *

Public Works Maintenance Worker II -10.7% -19.3% -26.1% -22.3% -21.0% -10.2% -12.7% -21.0%

Police Records Assistant II 1.7% -6.9% -10.6% -6.4% -8.7% -10.3% -2.1% -9.5%

Property Clerk -7.4% -14.1% -17.9% -14.7% -15.9% -8.5% -8.8% -15.9%

Public Works Heavy Equipment Operator 22.0% 15.0% 4.5% 8.6% 8.2% -13.7% 11.5% 6.9%

Recreation Assistant II I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Revenue Assistant II -1.2% -6.9% -12.6% -9.4% -11.8% -10.7% -5.4% -12.4%

Secretary 8.3% 5.0% -9.4% -6.3% -4.0% -12.3% 2.0% -4.0%

Senior Hydrant Worker I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Water/Sewer Equipment Operator 8.1% 5.2% -4.4% -1.0% -2.1% -10.2% 2.1% -3.5%

Youth Outreach Worker I.D. I.D. I.D. I.D. I.D. I.D. I.D. I.D.

Average -1.0% -6.0% -9.6% -7.4% -6.7% -5.7% -2.5% -7.3%

I.D. - Insufficient Data

* Not including Stockton retiree health which will be eliminated 6-30-2012

Summary by Market Group BaseBase +

Cash

Base +

Cash +

Insurance

Base +

Cash + Ins.

+ Leave

Total Comp

(Cash + Ins.

+ Lv. + Ret.)

Total

Gain/

Loss

TC w/

Ret.

Health

TC w/

Ret.

Health

Statewide 3.2% -0.8% -3.9% -3.8% -3.2% -6.4% -1.7% -4.1%

Regional -2.9% -7.9% -10.5% -8.2% -7.2% -4.2% -2.8% -7.7%

Local 2.2% -4.0% -11.4% -8.1% -8.1% -10.3% -2.0% -8.7%

3 Print Date: 11/26/2012

Case 12-32118 Filed 02/15/13 Doc 716

Page 14: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lient

Pri

vile

ge

Data

Eff

ective:

Octo

ber

2012

Cit

y o

f St

ock

ton

Fire

Ad

d P

ays

- P

rop

ose

d M

arke

t A

gen

cies

Surv

ey

Age

ncy

Edu

cati

on

al

Ince

nti

ve P

ay

Par

amed

ic

Cer

tifi

cate

-

Ass

ign

ed

Par

amed

ic

Cer

tifi

cate

-

Un

assi

gne

d

Haz

Mat

Pay

Ch

ief

Op

erat

or

Pay

Tille

r P

ayA

dm

in.

Pay

Lon

gevi

ty

Pay

**

Tota

l *

Sto

ckto

n6

%1

1%

0%

5%

5%

0%

19

.7%

8.8

%5

5%

Ala

med

a C

FD0

.56

%1

1.0

7%

0%

5.5

%0

%0

%0

%0

%1

7%

Bak

ersf

ield

10

%0

%0

%3

.3%

0%

0%

0%

0%

13

%

Fres

no

2.1

%0

%0

%3

.8%

0%

N/A

12

.5%

0%

18

%

Mo

des

to5

%1

1%

0%

5%

0%

0%

7.5

%0

%2

9%

On

tari

o0

%1

5.2

%0

%6

.1%

0%

0%

0%

15

%3

6%

Ple

asan

ton

0%

8%

0%

5%

0%

N/A

0%

0%

13

%

Sac

Met

ro F

PD

10

.5%

9.3

0%

9.3

0%

5.5

%0

%0

%1

0%

8%

43

%

Sacr

amen

to9

.5%

10

%1

0%

5%

0%

0%

9.5

%0

.3%

34

%

San

Ber

nar

din

o2

.2%

13

.20

%0

%0

.7%

0%

0%

0%

0%

16

%

Trac

y5

%1

2.5

0%

0%

4%

0%

N/A

0%

0%

22

%

% w

/ B

enef

it8

0%

80

%2

0%

10

0%

0%

0%

40

%3

0%

Ave

rage

Ben

efit

Val

ue

4.5

%9

.0%

1.9

%4

.4%

0.0

%0

.0%

4.0

%2

.3%

24

.2%

* To

tal i

ncl

ud

es E

IP +

Cer

t +

Par

amed

ic C

ert

- A

ssig

ned

+ H

azM

at +

Ch

ief

Op

+ T

iller

+ A

dm

in +

Lo

nge

vity

** L

on

gevi

ty b

enef

it w

ill b

e el

imin

ated

06

-30

-20

12

Sum

mar

y A

nal

ysis

The

follo

win

g b

en

efit

s ar

e co

nsi

sten

t w

ith

mar

ket

pra

ctic

es:

The

follo

win

g b

enef

its

are

hig

he

r th

an m

arke

t:

Par

amed

ic C

erti

fica

te -

Ass

ign

edEI

P +

Cer

t P

ay

Haz

Mat

Pay

Ch

ief

Op

erat

or

Pay

Par

amed

ic C

erti

fica

te -

Ass

ign

ed

The

follo

win

g b

en

efit

s ar

e n

ot

com

mo

n in

th

e m

arke

t:A

dm

in P

ay

Par

amed

ic C

erti

fica

te -

Un

assi

gned

Lon

gevi

ty P

ay

Ch

ief

Op

erat

or

Pay

Tille

r P

aySt

ock

ton

Fir

efig

hte

r ca

n e

arn

24

% m

ore

in a

dd

itio

nal

pay

s co

mp

ared

to

mar

ket

ave

rage

Ad

min

Pay

Lon

gevi

ty P

ay

Edu

cati

on

al In

cen

tive

Pay

- P

ay f

or

edu

cati

on

(A

A/B

A d

egre

e, c

olle

ge u

nit

s).

Int/

Ad

v C

erti

fica

te P

ay -

Cer

tifi

cate

un

iqu

e to

Sto

ckto

n a

nd

req

uir

es c

om

bin

atio

n o

f lo

nge

vity

an

d f

ire

cert

ific

ates

.

Par

amed

ic C

erti

fica

te -

Ass

ign

ed -

Pay

fo

r P

aram

edic

Cer

tifi

cate

th

at is

act

ivel

y u

sed

in t

he

cap

acit

y o

f a

Par

amed

ic.

Par

amed

ic C

erti

fica

te -

Un

assi

gned

- P

ay f

or

Par

amed

ic C

ert

wh

ere

the

emp

loye

e is

no

t an

act

ive/

full

tim

e P

aram

edic

. Eff

ecti

ve 8

/1/1

1 -

Un

assi

gned

Par

amed

ic p

ay e

limin

ated

fo

r n

ew e

mp

loye

es.

Haz

Mat

Pay

- P

ay f

or

bei

ng

par

t o

f th

e H

az/M

at t

eam

.

Ch

ief

Op

erat

or

Pay

- P

ay f

or

serv

ing

as C

hie

f O

per

ato

r (s

ched

ule

r).

Tille

r P

ay -

Pay

fo

r em

plo

yee

s q

ual

ifie

d a

s Ti

ller

Op

erat

ors

an

d a

ssig

ned

to

per

form

th

at d

uty

. Eff

ecti

ve 8

/1/1

1 -

Tille

r p

ay e

limin

ated

fo

r n

ew e

mp

loye

es.

Ad

min

. Pay

- P

ay f

or

emp

loye

es

per

form

ing

adm

inis

trat

ive

(off

-sh

ift)

du

ties

.

Lon

gevi

ty P

ay -

Max

imu

m lo

nge

vity

pay

. Eff

ecti

ve 8

/1/1

1 -

lon

gevi

ty p

ay e

limin

ated

fo

r n

ew e

mp

loye

es.

Pri

nt

Date

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 15: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

Fire

An

nu

al L

eav

e A

ccru

al -

Pro

po

sed

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n1

20

21

63

36

60

14

4C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: Em

plo

yee

may

ele

ct t

o r

ecei

ve c

ash

pay

men

t fo

r u

p t

o a

max

imu

m o

f 6

0 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

shal

l be

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s. V

acat

ion

cash

ou

t u

po

n s

epar

atio

n:

Wh

en a

n e

mp

loye

e is

sep

arat

ed f

rom

th

e se

rvic

e

bet

wee

n 2

/17

/12

an

d 7

/1/1

4, t

he

emp

loye

es r

emai

nin

g va

cati

on

bal

ance

, if

any,

sh

all b

e p

aid

as

follo

ws:

(1

) U

po

n s

epar

atio

n, e

mp

loye

es s

hal

l rec

eive

1/3

or

$1

0,0

00

, wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

accu

mu

late

d v

acat

ion

ho

urs

. (2

) O

n t

he

1 y

ear

ann

iver

sary

of

emp

loye

e's

sep

arat

ion

, he/

she

shal

l rec

eive

th

e se

con

d p

aym

ent

of

1/3

or

$1

0,0

00

,

wh

ich

ever

is g

reat

er, o

f th

e b

alan

ce o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n

ho

urs

. (3

) O

n t

he

2n

d a

nn

iver

sary

of

sep

arat

ion

, he/

she

shal

l rec

eive

th

e

bal

ance

pay

men

t o

f th

e u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(4)

Em

plo

yees

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d a

ccu

mu

late

d

vaca

tio

n h

ou

rs, i

f an

y, a

dd

ed t

o h

is/h

er f

inal

co

mp

ensa

tio

n.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re

accr

ual

s o

f si

ck le

ave

shal

l hav

e n

o c

ash

val

ue

up

on

sep

arat

ion

of

emp

loym

ent

and

emp

loye

es s

hal

l no

t b

e al

low

ed t

o c

ash

ou

t u

nu

sed

sic

k le

ave

exce

pt

as p

rovi

ded

bel

ow

.

(B)

Cal

PER

S Se

rvic

e C

red

it f

or

Un

use

d S

ick

Leav

e. E

mp

loye

es s

hal

l be

elig

ible

fo

r

Cal

PER

S se

rvic

e cr

edit

fo

r an

y u

nu

sed

sic

k le

ave

at r

etir

emen

t n

ot

oth

erw

ise

com

pen

sate

d f

or

in (

c) b

elo

w.

Emp

loye

es h

ired

aft

er t

he

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t b

e el

igib

le f

or

this

serv

ice

cred

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S se

rvic

e

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to

7/1

/14

, no

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es b

efo

re t

his

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 3

5%

of

its

cash

valu

e to

sep

arat

ing

emp

loye

es b

etw

een

th

ese

dat

es; a

nd

(3

) Se

par

atio

n a

fter

7/1

/15

,

pay

men

t o

f u

nu

sed

sic

k le

ave

wh

ich

th

e em

plo

yee

hel

d o

n 2

/16

/12

sh

all b

e p

aid

at

50

%

of

its

cash

val

ue

to s

epar

atin

g em

plo

yees

aft

er t

his

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sick

leav

e sh

all b

e in

acc

ord

ance

wit

h P

ERS

regu

lati

on

s.

Ala

med

a C

FD1

68

24

03

12

N/A

*1

80

Can

tak

e 2

X a

nn

ual

vac

atio

n a

ccru

al d

uri

ng

any

cale

nd

ar y

ear.

An

em

plo

yee

wh

o h

as c

om

ple

ted

th

e eq

uiv

alen

t o

f 3

65

cal

end

ar d

ays

of

emp

loym

ent

wh

o

leav

es t

he

Dep

artm

ent

serv

ice

for

any

reas

on

sh

all b

e p

aid

at

thei

r h

ou

rly

rate

fo

r u

nu

sed

vac

atio

n a

ccru

ed t

o t

he

dat

e o

f se

par

atio

n, p

rovi

ded

th

at

such

en

titl

emen

t sh

all n

ot

exce

ed v

acat

ion

ear

ned

du

rin

g th

e tw

o y

ears

of

emp

loym

ent

pre

ced

ing

such

sep

arat

ion

.

SIC

K L

EA

VE

CO

NV

ER

SIO

N F

OR

SE

RV

ICE

CR

ED

IT B

UY

-BA

CK

. Th

e to

tal n

um

ber

of

sick

leav

e h

ou

rs a

vaila

ble

fo

r se

rvic

e cr

edit

will

be

the

sum

of

ho

urs

acc

rued

an

d

un

use

d w

hile

on

a 5

6-h

ou

r w

ork

wee

k at

th

e es

tab

lish

ed 5

6-h

ou

r ac

cru

al r

ate,

plu

s th

e

tota

l nu

mb

er o

f h

ou

rs a

ccru

ed a

nd

un

use

d o

n a

40

-ho

ur

wee

k at

th

e es

tab

lish

ed 4

0-

ho

ur

accr

ual

rat

e. T

her

e is

no

cap

fo

r th

e p

urp

ose

of

serv

ice

cred

it b

uy

bac

k u

tiliz

ing

sick

leav

e.

CA

SH

PA

YM

EN

T O

N R

ET

IRE

ME

NT

. Up

on

ret

irem

ent

fro

m D

epar

tmen

t se

rvic

e, a

n

emp

loye

e sh

all b

e en

titl

ed t

o a

lum

p s

um

pay

men

t ca

lcu

late

d a

t th

e h

ou

rly

rate

in

effe

ct o

n t

he

last

day

of

Dep

artm

ent

serv

ice

for

each

cla

ssif

icat

ion

, ti

mes

20

% o

f th

e

emp

loye

e's

un

use

d a

ccru

ed s

ick

leav

e to

a m

axim

um

of

2,9

12

ho

urs

in t

he

case

of

emp

loye

es w

ho

wo

rk 5

6-h

ou

r w

eeks

or

2,0

80

ho

urs

in t

he

case

of

emp

loye

es w

ho

wo

rk

40

-ho

ur

wee

ks.

CO

NV

ER

SIO

N O

F S

ICK

LE

AV

E T

O V

AC

AT

ION

. At

the

elec

tio

n o

f th

e em

plo

yee,

wh

en t

hei

r si

ck le

ave

bal

ance

rea

ches

th

e m

axim

um

usa

ble

acc

um

ula

tio

n o

f 2

,91

2

ho

urs

fo

r em

plo

yees

wh

o w

ork

24

-ho

ur

shif

ts a

nd

2,0

80

ho

urs

fo

r em

plo

yees

wh

o w

ork

8-h

ou

r sh

ifts

, 5 s

hif

ts o

r d

ays

shal

l be

ded

uct

ed f

rom

sai

d s

ick

leav

e b

alan

ce a

nd

sh

all b

e

con

vert

ed t

o 1

sh

ift

or

day

of

vaca

tio

n.

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 16: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

Fire

An

nu

al L

eav

e A

ccru

al -

Pro

po

sed

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n1

20

21

63

36

60

14

4C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: Em

plo

yee

may

ele

ct t

o r

ecei

ve c

ash

pay

men

t fo

r u

p t

o a

max

imu

m o

f 6

0 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

shal

l be

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s. V

acat

ion

cash

ou

t u

po

n s

epar

atio

n:

Wh

en a

n e

mp

loye

e is

sep

arat

ed f

rom

th

e se

rvic

e

bet

wee

n 2

/17

/12

an

d 7

/1/1

4, t

he

emp

loye

es r

emai

nin

g va

cati

on

bal

ance

, if

any,

sh

all b

e p

aid

as

follo

ws:

(1

) U

po

n s

epar

atio

n, e

mp

loye

es s

hal

l rec

eive

1/3

or

$1

0,0

00

, wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

accu

mu

late

d v

acat

ion

ho

urs

. (2

) O

n t

he

1 y

ear

ann

iver

sary

of

emp

loye

e's

sep

arat

ion

, he/

she

shal

l rec

eive

th

e se

con

d p

aym

ent

of

1/3

or

$1

0,0

00

,

wh

ich

ever

is g

reat

er, o

f th

e b

alan

ce o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n

ho

urs

. (3

) O

n t

he

2n

d a

nn

iver

sary

of

sep

arat

ion

, he/

she

shal

l rec

eive

th

e

bal

ance

pay

men

t o

f th

e u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(4)

Em

plo

yees

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d a

ccu

mu

late

d

vaca

tio

n h

ou

rs, i

f an

y, a

dd

ed t

o h

is/h

er f

inal

co

mp

ensa

tio

n.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re

accr

ual

s o

f si

ck le

ave

shal

l hav

e n

o c

ash

val

ue

up

on

sep

arat

ion

of

emp

loym

ent

and

emp

loye

es s

hal

l no

t b

e al

low

ed t

o c

ash

ou

t u

nu

sed

sic

k le

ave

exce

pt

as p

rovi

ded

bel

ow

.

(B)

Cal

PER

S Se

rvic

e C

red

it f

or

Un

use

d S

ick

Leav

e. E

mp

loye

es s

hal

l be

elig

ible

fo

r

Cal

PER

S se

rvic

e cr

edit

fo

r an

y u

nu

sed

sic

k le

ave

at r

etir

emen

t n

ot

oth

erw

ise

com

pen

sate

d f

or

in (

c) b

elo

w.

Emp

loye

es h

ired

aft

er t

he

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t b

e el

igib

le f

or

this

serv

ice

cred

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S se

rvic

e

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to

7/1

/14

, no

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es b

efo

re t

his

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 3

5%

of

its

cash

valu

e to

sep

arat

ing

emp

loye

es b

etw

een

th

ese

dat

es; a

nd

(3

) Se

par

atio

n a

fter

7/1

/15

,

pay

men

t o

f u

nu

sed

sic

k le

ave

wh

ich

th

e em

plo

yee

hel

d o

n 2

/16

/12

sh

all b

e p

aid

at

50

%

of

its

cash

val

ue

to s

epar

atin

g em

plo

yees

aft

er t

his

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sick

leav

e sh

all b

e in

acc

ord

ance

wit

h P

ERS

regu

lati

on

s.

Bak

ersf

ield

11

2.3

21

68

.48

22

4.6

49

61

34

.4Th

e C

ity

will

bu

y b

ack

up

to

fo

ur

(4)

shif

ts o

f va

cati

on

acc

rual

at

stra

igh

t ti

me

each

yea

r.

Ind

ivid

ual

s re

tiri

ng

wit

h a

ser

vice

ret

irem

ent

shal

l be

enti

tled

to

a p

rem

ium

sic

k le

ave

pay

-ou

t. In

div

idu

als

will

rec

eive

an

ad

dit

ion

al 2

5%

of

accr

ued

sic

k le

ave

at t

he

tim

e o

f

reti

rem

ent.

Fres

no

14

41

80

28

8N

/A*

14

42

X a

nn

ual

vac

atio

n a

ccru

al.

Emp

loye

es s

hal

l acc

rue

sick

leav

e at

th

e ra

te o

f tw

elve

(1

2)

ho

urs

fo

r ea

ch c

om

ple

ted

cale

nd

ar m

on

th o

f em

plo

ymen

t, w

ith

un

limit

ed a

ccu

mu

lati

on

.

At

serv

ice

reti

rem

ent

emp

loye

es w

ork

ing

40

ho

ur

wo

rk w

eeks

wh

o h

ave

use

d o

ne

hu

nd

red

tw

elve

(1

12

) h

ou

rs o

r le

ss o

f si

ck le

ave

and

em

plo

yees

wo

rkin

g 5

6 h

ou

r w

ork

wee

ks w

ho

hav

e u

sed

on

e h

un

dre

d s

ixty

-eig

ht

(16

8)

ho

urs

or

less

of

sick

leav

e

(exc

lud

ing

ho

urs

use

d f

or

Wo

rker

s’ C

om

pen

sati

on

ben

efit

s an

d/o

r p

rote

cted

leav

es

such

as

Fam

ily &

Med

ical

Lea

ve a

nd

Fam

ily S

ick

Leav

e, a

nd

/or

Ber

eave

men

t Le

ave)

in

the

24

mo

nth

s p

rece

din

g th

eir

dat

e o

f re

tire

men

t w

ill b

e cr

edit

ed f

or

all u

nu

sed

sic

k

leav

e in

exc

ess

of

24

0 h

ou

rs m

ult

iplie

d b

y fi

fty

per

cen

t (5

0%

) o

f th

e em

plo

yee’

s th

en

curr

ent

bas

e ra

te o

f p

ay, t

o b

e u

sed

so

lely

to

pay

pre

miu

ms

for

med

ical

insu

ran

ce

(in

clu

din

g C

OB

RA

pre

miu

ms)

, pu

rsu

ant

to t

he

Cit

y’s

Hea

lth

Rei

mb

urs

emen

t

Arr

ange

men

t

FAM

ILY

SIC

K L

EAV

E: U

p t

o 7

2 h

ou

rs o

f ac

cru

ed s

ick

leav

e p

er f

isca

l yea

r

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 17: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

Fire

An

nu

al L

eav

e A

ccru

al -

Pro

po

sed

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n1

20

21

63

36

60

14

4C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: Em

plo

yee

may

ele

ct t

o r

ecei

ve c

ash

pay

men

t fo

r u

p t

o a

max

imu

m o

f 6

0 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

shal

l be

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s. V

acat

ion

cash

ou

t u

po

n s

epar

atio

n:

Wh

en a

n e

mp

loye

e is

sep

arat

ed f

rom

th

e se

rvic

e

bet

wee

n 2

/17

/12

an

d 7

/1/1

4, t

he

emp

loye

es r

emai

nin

g va

cati

on

bal

ance

, if

any,

sh

all b

e p

aid

as

follo

ws:

(1

) U

po

n s

epar

atio

n, e

mp

loye

es s

hal

l rec

eive

1/3

or

$1

0,0

00

, wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

accu

mu

late

d v

acat

ion

ho

urs

. (2

) O

n t

he

1 y

ear

ann

iver

sary

of

emp

loye

e's

sep

arat

ion

, he/

she

shal

l rec

eive

th

e se

con

d p

aym

ent

of

1/3

or

$1

0,0

00

,

wh

ich

ever

is g

reat

er, o

f th

e b

alan

ce o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n

ho

urs

. (3

) O

n t

he

2n

d a

nn

iver

sary

of

sep

arat

ion

, he/

she

shal

l rec

eive

th

e

bal

ance

pay

men

t o

f th

e u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(4)

Em

plo

yees

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d a

ccu

mu

late

d

vaca

tio

n h

ou

rs, i

f an

y, a

dd

ed t

o h

is/h

er f

inal

co

mp

ensa

tio

n.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re

accr

ual

s o

f si

ck le

ave

shal

l hav

e n

o c

ash

val

ue

up

on

sep

arat

ion

of

emp

loym

ent

and

emp

loye

es s

hal

l no

t b

e al

low

ed t

o c

ash

ou

t u

nu

sed

sic

k le

ave

exce

pt

as p

rovi

ded

bel

ow

.

(B)

Cal

PER

S Se

rvic

e C

red

it f

or

Un

use

d S

ick

Leav

e. E

mp

loye

es s

hal

l be

elig

ible

fo

r

Cal

PER

S se

rvic

e cr

edit

fo

r an

y u

nu

sed

sic

k le

ave

at r

etir

emen

t n

ot

oth

erw

ise

com

pen

sate

d f

or

in (

c) b

elo

w.

Emp

loye

es h

ired

aft

er t

he

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t b

e el

igib

le f

or

this

serv

ice

cred

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S se

rvic

e

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to

7/1

/14

, no

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es b

efo

re t

his

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 3

5%

of

its

cash

valu

e to

sep

arat

ing

emp

loye

es b

etw

een

th

ese

dat

es; a

nd

(3

) Se

par

atio

n a

fter

7/1

/15

,

pay

men

t o

f u

nu

sed

sic

k le

ave

wh

ich

th

e em

plo

yee

hel

d o

n 2

/16

/12

sh

all b

e p

aid

at

50

%

of

its

cash

val

ue

to s

epar

atin

g em

plo

yees

aft

er t

his

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sick

leav

e sh

all b

e in

acc

ord

ance

wit

h P

ERS

regu

lati

on

s.

Mo

des

to1

44

27

43

60

72

14

32

X a

nn

ual

allo

wan

ce.

All

emp

loye

es a

ssig

ned

to

fir

e su

pp

ress

ion

sh

all h

ave

the

op

tio

n t

o c

ash

ou

t u

p t

o a

max

imu

m o

f th

ree

(3)

vaca

tio

n d

ays

(max

imu

m s

even

ty-t

wo

ho

urs

) p

er c

alen

dar

yea

r at

str

aigh

t ti

me.

Emp

loye

es le

avin

g C

ITY

serv

ice

shal

l be

pai

d f

or

earn

ed b

ut

un

use

d v

acat

ion

leav

e.

Emp

loye

es w

ho

ret

ire

thro

ugh

th

e P

ub

lic E

mp

loye

es' R

etir

emen

t Sy

stem

aft

er f

ive

(5)

year

s o

f se

rvic

e in

go

od

sta

nd

ing,

sh

all h

ave

nin

ety

(90

) p

erce

nt

of

the

firs

t tw

o

tho

usa

nd

(2

,00

0)

ho

urs

of

un

use

d s

ick

leav

e p

aid

at

the

emp

loye

e's

then

cu

rren

t

regu

lar

rate

of

pay

.

In li

eu o

f th

e fo

rego

ing

par

agra

ph

, du

rin

g th

e m

on

ths

of

Feb

ruar

y an

d O

cto

ber

,

emp

loye

es w

ith

a m

inim

um

sic

k le

ave

bal

ance

of

thre

e h

un

dre

d s

ixty

(3

60

) h

ou

rs, m

ay

con

vert

an

y ex

cess

bal

ance

to

def

erre

d c

om

pen

sati

on

, ac

cord

ing

the

follo

win

g

form

ula

. Th

e C

ITY

shal

l dep

osi

t in

to t

he

emp

loye

e’s

def

erre

d c

om

pen

sati

on

acc

ou

nt

eigh

ty-f

ive

per

cen

t (8

5%

) o

f th

e th

en c

urr

ent

regu

lar

ho

url

y ra

te f

or

each

ho

ur

des

ign

ated

. In

no

eve

nt

shal

l an

em

plo

yee

con

vert

in e

xces

s o

f o

ne

tho

usa

nd

eig

ht

hu

nd

red

(1

,80

0)

ho

urs

du

rin

g th

e co

urs

e o

f h

is/h

er c

aree

r. S

ho

uld

an

em

plo

yee

reti

re

bef

ore

co

nve

rtin

g th

e m

axim

um

nu

mb

er o

f h

ou

rs h

e/sh

e co

uld

hav

e ca

shed

ou

t at

reti

rem

ent,

th

e em

plo

yee

shal

l rec

eive

th

e b

alan

ce o

f th

e h

ou

rs t

hat

wo

uld

hav

e b

een

gran

ted

un

der

th

e fo

rego

ing

par

agra

ph

less

an

y h

ou

rs c

on

vert

ed u

nd

er t

his

pro

gram

On

tari

o1

68

26

43

60

14

4M

ax c

arry

ove

r is

40

0 h

ou

rsN

o li

mit

on

th

e am

ou

nt

of

sick

leav

e th

at m

ay b

e ac

cru

ed. S

ick

leav

e sh

all

no

t b

e ta

ken

as v

acat

ion

tim

e o

r co

mp

ensa

ted

fo

r an

y m

on

ey a

t an

y ti

me

ule

ss t

aken

off

as

sick

tim

e.

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 18: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

Fire

An

nu

al L

eav

e A

ccru

al -

Pro

po

sed

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n1

20

21

63

36

60

14

4C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: Em

plo

yee

may

ele

ct t

o r

ecei

ve c

ash

pay

men

t fo

r u

p t

o a

max

imu

m o

f 6

0 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

shal

l be

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s. V

acat

ion

cash

ou

t u

po

n s

epar

atio

n:

Wh

en a

n e

mp

loye

e is

sep

arat

ed f

rom

th

e se

rvic

e

bet

wee

n 2

/17

/12

an

d 7

/1/1

4, t

he

emp

loye

es r

emai

nin

g va

cati

on

bal

ance

, if

any,

sh

all b

e p

aid

as

follo

ws:

(1

) U

po

n s

epar

atio

n, e

mp

loye

es s

hal

l rec

eive

1/3

or

$1

0,0

00

, wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

accu

mu

late

d v

acat

ion

ho

urs

. (2

) O

n t

he

1 y

ear

ann

iver

sary

of

emp

loye

e's

sep

arat

ion

, he/

she

shal

l rec

eive

th

e se

con

d p

aym

ent

of

1/3

or

$1

0,0

00

,

wh

ich

ever

is g

reat

er, o

f th

e b

alan

ce o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n

ho

urs

. (3

) O

n t

he

2n

d a

nn

iver

sary

of

sep

arat

ion

, he/

she

shal

l rec

eive

th

e

bal

ance

pay

men

t o

f th

e u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(4)

Em

plo

yees

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d a

ccu

mu

late

d

vaca

tio

n h

ou

rs, i

f an

y, a

dd

ed t

o h

is/h

er f

inal

co

mp

ensa

tio

n.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re

accr

ual

s o

f si

ck le

ave

shal

l hav

e n

o c

ash

val

ue

up

on

sep

arat

ion

of

emp

loym

ent

and

emp

loye

es s

hal

l no

t b

e al

low

ed t

o c

ash

ou

t u

nu

sed

sic

k le

ave

exce

pt

as p

rovi

ded

bel

ow

.

(B)

Cal

PER

S Se

rvic

e C

red

it f

or

Un

use

d S

ick

Leav

e. E

mp

loye

es s

hal

l be

elig

ible

fo

r

Cal

PER

S se

rvic

e cr

edit

fo

r an

y u

nu

sed

sic

k le

ave

at r

etir

emen

t n

ot

oth

erw

ise

com

pen

sate

d f

or

in (

c) b

elo

w.

Emp

loye

es h

ired

aft

er t

he

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t b

e el

igib

le f

or

this

serv

ice

cred

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S se

rvic

e

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to

7/1

/14

, no

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es b

efo

re t

his

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 3

5%

of

its

cash

valu

e to

sep

arat

ing

emp

loye

es b

etw

een

th

ese

dat

es; a

nd

(3

) Se

par

atio

n a

fter

7/1

/15

,

pay

men

t o

f u

nu

sed

sic

k le

ave

wh

ich

th

e em

plo

yee

hel

d o

n 2

/16

/12

sh

all b

e p

aid

at

50

%

of

its

cash

val

ue

to s

epar

atin

g em

plo

yees

aft

er t

his

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sick

leav

e sh

all b

e in

acc

ord

ance

wit

h P

ERS

regu

lati

on

s.

Ple

asan

ton

14

41

92

28

8N

/A*

13

4.4

1.5

X a

nn

ual

allo

wan

ce. A

ny

emp

loye

e o

f th

e D

epar

tmen

t sh

all b

e p

aid

fo

r al

l

accr

ued

vac

atio

n le

ave

earn

ed p

rio

r to

th

e ef

fect

ive

dat

e o

f te

rmin

atio

n.

The

Cit

y, a

t it

s ex

pen

se, c

on

trac

ts w

ith

PER

S fo

r th

e p

urp

ose

of

pro

vid

ing

the

“cre

dit

fo

r

un

use

d s

ick

leav

e” o

pti

on

. Th

e am

ou

nt

of

un

use

d h

ou

rs o

f si

ck le

ave

is c

on

vert

ed t

o

day

s an

d r

epo

rted

to

PER

S as

ser

vice

cre

dit

in a

cco

rdan

ce w

ith

PER

S re

qu

irem

ents

.

Sac

Met

ro F

PD

14

42

16

31

2N

/A*

26

42

0 m

on

ths

of

accr

ual

tim

e.

If e

mp

loye

e u

tiliz

es s

even

ty-t

wo

(7

2)

ho

urs

or

less

of

SL p

er c

alen

dar

yea

r, a

n a

dd

itio

nal

twen

ty-f

ou

r (2

4)

ho

urs

of

SL w

ill b

e ad

ded

to

th

e em

plo

yee’

s SL

acc

ou

nt.

Un

use

d S

ick

Leav

e b

enef

its

may

be

con

vert

ed f

or

reti

rem

ent

cred

it a

s p

rovi

ded

fo

r in

Sect

ion

20

96

5 o

f th

e P

ub

lic E

mp

loye

e’s

Ret

irem

ent

Law

.

An

nu

al S

ick

Leav

e B

uy-

Bac

k: m

ust

hav

e 1

00

0 h

ou

rs b

anke

d -

Up

to

fif

ty p

erce

nt

(50

%)

of

the

ho

urs

acc

rued

in t

he

pre

vio

us

year

(Ju

ly 1

- J

un

e 3

0)

may

be

relin

qu

ish

ed t

o t

he

Dis

tric

t at

on

e h

un

dre

d p

erce

nt

(10

0%

) o

f th

e em

plo

yee’

s b

ase

mo

nth

ly c

om

pen

sati

on

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 19: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

Fire

An

nu

al L

eav

e A

ccru

al -

Pro

po

sed

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n1

20

21

63

36

60

14

4C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: Em

plo

yee

may

ele

ct t

o r

ecei

ve c

ash

pay

men

t fo

r u

p t

o a

max

imu

m o

f 6

0 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

shal

l be

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s. V

acat

ion

cash

ou

t u

po

n s

epar

atio

n:

Wh

en a

n e

mp

loye

e is

sep

arat

ed f

rom

th

e se

rvic

e

bet

wee

n 2

/17

/12

an

d 7

/1/1

4, t

he

emp

loye

es r

emai

nin

g va

cati

on

bal

ance

, if

any,

sh

all b

e p

aid

as

follo

ws:

(1

) U

po

n s

epar

atio

n, e

mp

loye

es s

hal

l rec

eive

1/3

or

$1

0,0

00

, wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

accu

mu

late

d v

acat

ion

ho

urs

. (2

) O

n t

he

1 y

ear

ann

iver

sary

of

emp

loye

e's

sep

arat

ion

, he/

she

shal

l rec

eive

th

e se

con

d p

aym

ent

of

1/3

or

$1

0,0

00

,

wh

ich

ever

is g

reat

er, o

f th

e b

alan

ce o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n

ho

urs

. (3

) O

n t

he

2n

d a

nn

iver

sary

of

sep

arat

ion

, he/

she

shal

l rec

eive

th

e

bal

ance

pay

men

t o

f th

e u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(4)

Em

plo

yees

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d a

ccu

mu

late

d

vaca

tio

n h

ou

rs, i

f an

y, a

dd

ed t

o h

is/h

er f

inal

co

mp

ensa

tio

n.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re

accr

ual

s o

f si

ck le

ave

shal

l hav

e n

o c

ash

val

ue

up

on

sep

arat

ion

of

emp

loym

ent

and

emp

loye

es s

hal

l no

t b

e al

low

ed t

o c

ash

ou

t u

nu

sed

sic

k le

ave

exce

pt

as p

rovi

ded

bel

ow

.

(B)

Cal

PER

S Se

rvic

e C

red

it f

or

Un

use

d S

ick

Leav

e. E

mp

loye

es s

hal

l be

elig

ible

fo

r

Cal

PER

S se

rvic

e cr

edit

fo

r an

y u

nu

sed

sic

k le

ave

at r

etir

emen

t n

ot

oth

erw

ise

com

pen

sate

d f

or

in (

c) b

elo

w.

Emp

loye

es h

ired

aft

er t

he

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t b

e el

igib

le f

or

this

serv

ice

cred

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S se

rvic

e

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to

7/1

/14

, no

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es b

efo

re t

his

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 3

5%

of

its

cash

valu

e to

sep

arat

ing

emp

loye

es b

etw

een

th

ese

dat

es; a

nd

(3

) Se

par

atio

n a

fter

7/1

/15

,

pay

men

t o

f u

nu

sed

sic

k le

ave

wh

ich

th

e em

plo

yee

hel

d o

n 2

/16

/12

sh

all b

e p

aid

at

50

%

of

its

cash

val

ue

to s

epar

atin

g em

plo

yees

aft

er t

his

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sick

leav

e sh

all b

e in

acc

ord

ance

wit

h P

ERS

regu

lati

on

s.

Sacr

amen

to1

12

16

82

24

56

12

8.6

4C

an s

ell b

ack

up

to

on

e w

eek

per

yea

rJa

nu

ary

each

yea

r, e

mp

loye

es r

ecei

ve a

cas

h p

aym

ent

for

twen

ty-f

ive

per

cen

t (2

5%

) o

f

the

un

use

d p

ort

ion

of

sick

leav

e cr

edit

s ac

cum

ula

ted

du

rin

g th

e p

rece

din

g ca

len

dar

year

, pro

vid

ed t

he

emp

loye

e sh

all h

ave

to h

is/h

er c

red

it o

n D

ecem

ber

31

, im

med

iate

ly

pre

ced

ing

the

dat

e fo

r p

aym

ent,

a t

ota

l of

at le

ast

sixt

y (6

0)

sick

leav

e d

ays

accu

mu

late

d. T

he

emp

loye

e sh

all b

e p

aid

fo

r su

ch p

erce

nta

ge o

f si

ck le

ave

accu

mu

lati

on

at

the

rate

of

pay

wh

ich

th

e em

plo

yee

was

rec

eivi

ng

on

Jan

uar

y 1

of

each

Sa

n B

ern

ard

ino

12

01

80

24

01

44

2X

an

nu

al a

llow

ance

. A

fter

co

mp

leti

on

of

five

(5

) ye

ars

of

con

tin

uo

us

full-

tim

e em

plo

ymen

t w

ith

th

e

Cit

y, e

very

mem

ber

sh

all,

up

on

ret

irem

ent

or

dea

th, r

ecei

ve c

om

pen

sati

on

fo

r:

Fift

y p

erce

nt

(50

%)

of

all a

ccu

mu

late

d s

ick

leav

e.

Trac

y1

44

21

62

98

29

8

2

88

Tota

l vac

atio

n s

ell b

ack

allo

wed

on

ce e

ach

cal

end

ar y

ear

shal

l no

t ex

ceed

50

% o

f an

em

plo

yee'

s ac

cum

ula

ted

vac

atio

n le

ave.

Emp

loye

es w

ho

ret

ire

wit

h a

t le

ast

10

yea

rs o

f se

rvic

e m

ay e

lect

to

co

nve

rt a

ll ac

cru

ed

sick

leav

e at

th

e ti

me

of

reti

rem

ent

to a

med

ical

insu

ran

ce b

ank.

Me

dia

n1

44

20

42

93

84

14

4

% +

/- M

ed

ian

-20

.00

%5

.56

%1

2.8

0%

-40

.00

%0

.00

%

* C

ash

-ou

t u

po

n s

epar

atio

n o

nly

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 20: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Data

Eff

ective: O

cto

ber

2012

Cit

y o

f St

ock

ton

Fire

Lo

nge

vity

Pro

gre

ssio

n-

Pro

po

sed

Mar

ket

Age

ncy

/Ye

ar5

67

91

01

21

51

81

92

02

42

52

62

72

8

Cit

y o

f St

ock

ton

2.5

%2

.5%

2.5

%2

.5%

8.8

%8

.8%

8.8

%8

.8%

8.8

%

Ala

me

da

CFD

Cit

y o

f B

aker

sfie

ld

Cit

y o

f Fr

esn

o

Cit

y o

f M

od

esto

Cit

y o

f O

nta

rio

7.5

%7

.5%

15

.0%

15

.0%

15

.0%

15

.0%

Cit

y o

f P

leas

anto

n

Sac

Me

tro

FP

D2

.0%

2.0

%4

.0%

4.0

%4

.0%

6.0

%6

.0%

8.0

%8

.0%

8.0

%8

.0%

Cit

y o

f Sa

cram

en

to0

.15

%0

.2%

0.3

1%

0.3

%0

.3%

0.3

%

Cit

y o

f Sa

n B

ern

ard

ino

Cit

y o

f T

racy

Ave

rage

0%

0%

0%

0%

0.2

%0

.2%

0.4

%0

.4%

0.4

%1

.4%

1.4

%2

.3%

2.3

%2

.3%

2.3

%%

+/-

Ave

rage

84

%8

4%

84

%4

5%

84

%7

3%

73

%7

3%

73

%

Act

ual

per

cen

tage

may

be

hig

her

du

e to

co

mp

ou

nd

ing

Pri

nt

Dat

e: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 21: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

y-C

lien

t P

rivile

ge

Da

ta E

ffe

ctive

Octo

be

r 2

01

2

Cit

y o

f S

tock

ton

Su

mm

ary

of

Re

tire

e H

ea

lth

Be

nefi

ts &

Tie

rs

Fir

e

Ag

en

cy

Re

tire

e M

ed

ica

l B

en

efi

tsR

eti

rem

en

t F

orm

ula

Sto

ckto

nA

n e

ligib

le r

etire

e a

nd

elig

ible

de

pe

nd

en

t m

ay b

e e

nro

lled

in

a C

ityo

ffe

red

me

dic

al p

lan

eith

er

as a

su

bscri

be

r in

a C

ity o

ffe

red

me

dic

al p

lan

or,

as th

e d

ep

en

de

nt sp

ou

se

/re

gis

tere

d d

om

estic p

art

ne

r o

r a

no

the

r e

ligib

le C

ity e

mp

loye

e/r

etire

e, b

ut n

ot b

oth

. If

an

em

plo

ye

e/r

etire

e is a

lso

elig

ible

to

co

ve

r th

eir

de

pe

nd

en

t ch

ild, th

e c

hild

will

be

allo

we

d to

en

roll

as a

de

pe

nd

en

t o

n o

nly

on

e e

mp

loye

e o

r re

tire

e's

pla

n (

i.e

., a

re

tire

e

an

d h

is o

r h

er

de

pe

nd

en

t ca

nn

ot b

e c

ove

red

by m

ore

th

an

on

e C

ity-o

ffe

red

he

alth

pla

n).

The

City d

oe

s n

ot p

rovid

e a

ny r

etire

e m

ed

ica

l

pro

gra

m, a

llow

an

ce

, o

r C

ity c

on

trib

utio

n f

or

em

plo

ye

es h

ire

d o

n o

r a

fte

r Ju

ly 1

, 2

01

1.

City C

on

trib

utio

n f

or

the

Pe

rio

d o

f Ju

ly 1

. 2

01

2-

Ju

ne

30

. 2

01

3:

The

City s

ha

ll p

rovid

e to

em

plo

ye

es r

etiri

ng

fro

m th

e C

ity th

e f

ollo

win

g c

on

trib

utio

n to

wa

rds th

e c

osts

of

retire

e m

ed

ica

l in

su

ran

ce

fro

m J

uly

1,

20

12

th

rou

gh

Ju

ne

30

, 2

01

3.

1. E

mp

loye

es r

etiri

ng

with

ove

r 1

0 y

ea

rs o

f fu

ll tim

e s

erv

ice

with

th

e C

ity o

f S

tockto

n a

s a

re

gu

lar

em

plo

ye

e s

ha

ll re

ce

ive

a C

ity c

on

trib

utio

n o

f

$1

50

a m

on

th to

wa

rds th

e c

ost o

f re

tire

e m

ed

ica

l in

su

ran

ce

.

2. E

mp

loye

es r

etiri

ng

with

ove

r 2

0 y

ea

rs o

f fu

ll tim

e s

erv

ice

with

th

e C

ity o

f S

tockto

n a

s a

re

gu

lar

em

plo

ye

e s

ha

ll re

ce

ive

a C

ity c

on

trib

utio

n o

f

$3

00

a m

on

th to

wa

rds th

e c

ost o

f re

tire

e m

ed

ica

l in

su

ran

ce

.

3. E

mp

loye

es r

etiri

ng

with

ove

r 3

0 y

ea

rs o

f fu

ll tim

e s

erv

ice

with

th

e C

ity o

f S

tockto

n a

s a

re

gu

lar

em

plo

ye

e s

ha

ll re

ce

ive

a C

ity c

on

trib

utio

n o

f

$4

50

a m

on

th to

wa

rds th

e c

ost o

f re

tire

e m

ed

ica

l in

su

ran

ce

4. E

mp

loye

es w

ith

le

ss th

an

1 0

ye

ars

of

se

rvic

e f

or

the

City s

ha

ll n

ot b

e e

ligib

le f

or

a c

ity c

on

trib

utio

n to

wa

rds r

etire

e m

ed

ica

l.

5. B

en

efits

fo

r p

art

tim

e e

mp

loye

es w

ho

re

tire

are

pro

rate

d b

ase

d o

n th

eir

fu

ll tim

e e

qu

iva

len

t.

6. T

he

City c

on

trib

utio

ns s

ha

ll e

nd

with

th

e d

ea

th o

f th

e r

etire

e a

nd

no

su

rviv

or

be

ne

fits

are

pro

vid

ed

.

7. R

etire

es m

ay e

nro

ll th

em

se

lve

s o

r th

eir

de

pe

nd

en

ts a

t th

eir

ow

n e

xp

en

se

in

City s

po

nso

red

me

dic

al p

lan

s o

nly

(d

en

tal a

nd

vis

ion

are

no

t

off

ere

d to

re

tire

es).

The

City r

ese

rve

s th

e r

igh

t to

se

t b

en

efit le

ve

ls in

me

dic

al p

lan

s f

or

retire

es a

nd

at it's

exclu

siv

e o

ptio

n o

nly

pro

vid

e f

ully

insu

red

pla

n c

ho

ice

s to

re

tire

es f

or

en

rollm

en

t. T

he

City r

ese

rve

s th

e r

igh

t to

dis

co

ntin

ue

in

clu

sio

n o

f re

tire

es in

City s

po

nso

red

me

dic

al p

lan

s

at a

ny tim

e.

The

City's

co

mm

itm

en

t to

pro

vid

e r

etire

e m

ed

ica

l b

en

efits

du

rin

g th

e 2

01

2-1

3 f

isca

l ye

ar

is to

th

e r

etire

e a

nd

sh

all

en

d u

po

n th

e d

ea

th o

f

the

re

tire

e. S

urv

ivin

g s

po

use

s s

ha

ll n

ot b

e e

ligib

le f

or

an

y c

ity p

aid

be

ne

fit a

fte

r th

e d

ea

th o

f th

e c

ity r

etire

e. A

ny b

en

efits

pre

vio

usly

pa

id

to s

urv

ivin

g s

po

use

s h

ave

be

en

pa

id in

err

or

an

d w

ith

ou

t th

e a

pp

rova

l o

f th

e C

ity C

ou

ncil.

c. E

limin

atio

n o

f R

etire

e M

ed

ica

l P

rog

ram

eff

ective

Ju

ne

30

. 2

01

3. E

ffe

ctive

Ju

ne

30

, 2

01

3, th

e C

ity s

ha

ll n

o lo

ng

er

pro

vid

e a

co

ntr

ibu

tio

n

tow

ard

s th

e c

ost o

f re

tire

e m

ed

ica

l in

su

ran

ce

fo

r cu

rre

nt e

mp

loye

es (

futu

re r

etire

es)

an

d c

urr

en

t re

tire

es.

Hir

ed

pri

or

to 6

/30

/11

- 3

%@

50

Hir

ed

aft

er

7/1

/11

- 3

%@

55

Ala

me

da

CF

DE

ffe

ctive

on

an

d a

fte

r M

arc

h 1

, 1

98

5, D

ep

art

me

nt e

mp

loye

es w

ho

ha

ve

alr

ea

dy r

etire

d w

ill b

e e

ntitle

d to

a D

ep

art

me

nt co

ntr

ibu

tio

n to

wa

rd th

e

pro

vid

er's c

ha

rge

fo

r h

ea

lth

ca

re p

lan

co

ve

rag

e o

f th

e r

etire

e in

th

e s

am

e a

mo

un

t, to

th

e s

am

e p

lan

s, a

nd

su

bje

ct to

th

e s

am

e s

erv

ice

req

uir

em

en

ts a

nd

elig

ibili

ty c

rite

ria

as e

sta

blis

he

d a

nd

ma

inta

ine

d f

rom

tim

e-t

o-t

ime

by th

e A

lam

ed

a C

ou

nty

Em

plo

ye

es' R

etire

me

nt

Asso

cia

tio

n f

or

he

alth

ca

re p

lan

co

ve

rag

e o

f re

tire

d C

ou

nty

em

plo

ye

es. In

no

eve

nt sh

all

the

De

pa

rtm

en

t co

ntr

ibu

tio

n e

xce

ed

eith

er

the

am

ou

nt

of

the

pro

vid

er's c

ha

rge

fo

r th

e h

ea

lth

pla

n o

r th

e le

ve

l o

f th

e c

on

trib

utio

n m

ad

e b

y th

e R

etire

me

nt A

sso

cia

tio

n o

n b

eh

alf o

f re

tire

d C

ou

nty

em

plo

ye

es, a

nd

, if th

e R

etire

me

nt A

sso

cia

tio

n c

on

trib

utio

n is d

isco

ntin

ue

d, th

e D

ep

art

me

nt co

ntr

ibu

tio

n h

ere

un

de

r sh

all

sim

ilarl

y b

e

dis

co

ntin

ue

d. T

his

pro

vis

ion

sh

all

no

t e

sta

blis

h a

ve

ste

d r

igh

t o

n th

e p

art

of

an

y e

mp

loye

e o

r re

tire

e to

a h

ea

lth

pla

n c

on

trib

utio

n a

fte

r th

e

exp

ira

tio

n o

f th

is M

em

ora

nd

um

of

Un

de

rsta

nd

ing

. F

or

cu

rre

nt re

gu

latio

ns a

nd

co

ntr

act ra

tes to

He

alth

Pla

n p

rem

ium

ra

tes c

on

tact th

e A

lam

ed

a

Co

un

ty E

mp

loye

e R

etire

me

nt A

sso

cia

tio

n. C

urr

en

tly $

11

58

7.1

4.

3%

@5

0

Pa

ge

1 o

f 4

Pri

nt D

ate

: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 22: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

y-C

lien

t P

rivile

ge

Da

ta E

ffe

ctive

Octo

be

r 2

01

2

Cit

y o

f S

tock

ton

Su

mm

ary

of

Re

tire

e H

ea

lth

Be

nefi

ts &

Tie

rs

Fir

e

Ag

en

cy

Re

tire

e M

ed

ica

l B

en

efi

tsR

eti

rem

en

t F

orm

ula

Ba

ke

rsfie

ldE

mp

loye

es h

ire

d a

fte

r 5

/5/0

6 s

ha

ll n

ot b

e e

ligib

le to

re

ce

ive

re

tire

e m

ed

ica

l in

su

ran

ce

. In

lie

u, th

e C

ity w

ill m

atc

h u

p to

1%

an

nu

al sa

lary

of

the

em

plo

ye

e's

an

nu

al n

on

-ma

nd

ato

ry c

on

trib

utio

ns to

th

eir

Re

tire

me

nt H

ea

lth

Sa

vin

gs A

cco

un

t co

mm

en

cin

g th

e b

eg

inn

ing

of

the

ir 6

th y

ea

r o

f

em

plo

ym

en

t.

Em

plo

ye

es h

ire

d a

fte

r 4

/1/9

6 w

ill b

e e

ligib

le f

or

retire

e m

ed

ica

l u

nd

er

the

fo

llow

ing

co

nd

itio

ns:

A. P

art

icip

atio

n in

th

e C

ity r

etire

e m

ed

ica

l in

su

ran

ce

pla

n w

ill b

e o

ffe

red

to

th

ose

em

plo

ye

es w

ho

re

tire

fo

llow

ing

20

ye

ars

of

reg

ula

r se

rvic

e o

r

retire

du

e to

dis

ab

ility

. S

uch

re

tire

es w

ill r

ece

ive

a p

rem

ium

su

bsid

y b

ase

d u

po

n 3

% p

er

ye

ar

of

se

rvic

e, to

th

e n

ea

rest q

ua

rte

r ye

ar,

up

to

a

ma

xim

um

of

30

ye

ars

(9

0%

), o

f th

e lo

we

r o

f th

e H

MO

or

Fee

-Fo

r-S

erv

ice

Sin

gle

ra

te. In

no

ca

se

sh

all

a r

etire

e in

th

is c

lass r

ece

ive

mo

re th

an

90

% o

f th

eir

ap

plic

ab

le r

ate

str

uctu

re in

su

bsid

ies f

rom

th

e C

ity.

B. A

ny e

mp

loye

e e

ligib

le to

re

ce

ive

re

tire

e m

ed

ica

l in

su

ran

ce

co

ve

rag

e w

ho

is e

ligib

le f

or

Me

dic

are

co

ve

rag

e (

Pa

rt A

) w

he

the

r th

rou

gh

th

e C

ity

of

Ba

ke

rsfie

ld, o

the

r e

mp

loye

rs, sp

ou

se

co

ve

rag

e, o

r fo

r a

ny o

the

r re

aso

n, sh

all

be

re

qu

ire

d to

ob

tain

an

d u

tiliz

e s

uch

co

ve

rag

e a

s a

co

nd

itio

n

for

rece

ivin

g c

ove

rag

e u

nd

er

the

City's

re

tire

e m

ed

ica

l p

lan

.

C. E

mp

loye

es h

ire

d a

fte

r A

pri

l 1

, 1

99

6 s

ha

ll n

ot b

e e

ligib

le to

re

ce

ive

th

e 4

2%

Fee

-Fo

r-S

erv

ice

pla

n s

ub

sid

y.

D. T

he

IC

MA

Va

nta

ge

Ca

re R

etire

e H

ea

lth

Sa

vin

gs A

cco

un

t p

rog

ram

(R

HS

A)

will

be

im

ple

me

nte

d f

or

all

un

it e

mp

loye

es.

The

RH

SA

will

pro

vid

e f

or

de

po

sit o

f te

rmin

atio

n p

ayo

uts

in

to th

e e

mp

loye

es a

cco

un

t a

nd

ad

ditio

na

l vo

lun

tary

em

plo

ye

e c

on

trib

utio

ns. A

pro

sp

ective

le

ve

co

ntr

ibu

tio

n in

th

e f

orm

of

de

sig

na

ted

ho

lida

y p

ay c

on

trib

utio

ns w

ill b

e in

clu

de

d. T

he

se

an

d o

the

r p

rovis

ion

s w

ill b

e a

s s

et fo

rth

in th

e a

gre

em

en

t b

etw

ee

n th

e C

ity a

nd

IC

MA

.

3%

@5

0

Pa

ge

2 o

f 4

Pri

nt D

ate

: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 23: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

y-C

lien

t P

rivile

ge

Da

ta E

ffe

ctive

Octo

be

r 2

01

2

Cit

y o

f S

tock

ton

Su

mm

ary

of

Re

tire

e H

ea

lth

Be

nefi

ts &

Tie

rs

Fir

e

Ag

en

cy

Re

tire

e M

ed

ica

l B

en

efi

tsR

eti

rem

en

t F

orm

ula

Fre

sn

oT

he

City c

urr

en

tly m

ain

tain

s a

He

alth

Re

imb

urs

em

en

t A

rra

ng

em

en

t (H

RA

) th

at q

ua

lifie

s a

s a

"h

ea

lth

re

imb

urs

em

en

t a

rra

ng

em

en

t" a

s

de

scri

be

d in

In

tern

al R

eve

nu

e S

erv

ice

(IR

S)

No

tice

20

02

-45

an

d o

the

r g

uid

an

ce

pu

blis

he

d b

y th

e IR

S r

eg

ard

ing

an

HR

A. T

he

City a

gre

es to

ma

inta

in th

e H

RA

such

th

at it w

ill c

on

tin

ue

to

qu

alif

y a

s a

he

alth

re

imb

urs

em

en

t a

rra

ng

em

en

t fo

r th

e te

rm o

f th

e M

OU

.

At se

pa

ratio

n f

rom

pe

rma

ne

nt e

mp

loym

en

t w

ith

th

e C

ity o

f F

resn

o b

y s

erv

ice

re

tire

me

nt o

r a

t d

isa

bili

ty r

etire

me

nt if th

e e

mp

loye

e is o

the

rwis

e

elig

ible

fo

r se

rvic

e r

etire

me

nt, th

e v

alu

e o

f th

e e

mp

loye

e's

accu

mu

late

d s

ick le

ave

sh

all

be

cre

dite

d to

an

acco

un

t fo

r th

e e

mp

loye

e u

nd

er

the

HR

A. S

uch

"va

lue

" sh

all

be

de

term

ine

d a

s f

ollo

ws:

• T

he

nu

mb

er

of

accu

mu

late

d s

ick le

ave

ho

urs

in

exce

ss o

f 2

40

ho

urs

at th

e tim

e o

f re

tire

me

nt, m

ultip

lied

by f

ort

y p

erc

en

t (4

0%

) o

f th

e

em

plo

ye

e's

th

en

cu

rre

nt h

ou

rly b

ase

ra

te o

f p

ay p

urs

ua

nt to

th

e e

ligib

ility

cri

teri

a a

s s

et fo

rth

in

th

e R

etire

me

nt A

tte

nd

an

ce

/He

alth

In

ce

ntive

pro

vis

ion

in

Se

ctio

n H

. S

ub

se

ctio

n 3

.

• E

ffe

ctive

im

me

dia

tely

up

on

ap

pro

va

l o

f th

is M

OU

by th

e C

ity, th

e to

tal n

um

be

r o

f a

ll a

ccu

mu

late

d s

ick le

ave

ho

urs

* *

* a

t th

e tim

e o

f

retire

me

nt, m

ultip

lied

by *

* *

fifty

pe

rce

nt (5

0%

) o

f th

e e

mp

loye

e's

th

en

cu

rre

nt h

ou

rly b

ase

ra

te o

f p

ay p

urs

ua

nt to

th

e e

ligib

ility

cri

teri

a a

s s

et

fort

h in

th

e R

etire

me

nt A

tte

nd

an

ce

/He

alth

In

ce

ntive

pro

vis

ion

in

Se

ctio

n H

. S

ub

se

ctio

n 3

.

• F

or

the

pu

rpo

se

of

this

be

ne

fit, th

e h

ou

rly b

ase

ra

te o

f p

ay f

or

56

ho

ur

wo

rk w

ee

k e

mp

loye

es s

ha

ll b

e th

e e

qu

iva

len

t o

f th

e b

ase

mo

nth

ly

sa

lary

fo

r a

n e

mp

loye

e a

s p

rovid

ed

in

th

is M

OU

, m

ultip

lied

by tw

elv

e (

12

) m

on

ths th

en

div

ide

d b

y 2

,91

2 h

ou

rs.

• F

or

the

pu

rpo

se

of

this

be

ne

fit, th

e h

ou

rly b

ase

ra

te o

f p

ay f

or

40

ho

ur

wo

rk w

ee

k e

mp

loye

es s

ha

ll b

e th

e e

qu

iva

len

t o

f th

e b

ase

mo

nth

ly

sa

lary

fo

r a

n e

mp

loye

e a

s p

rovid

ed

in

th

is M

OU

, m

ultip

lied

by tw

elv

e (

12

) m

on

ths th

en

div

ide

d b

y 2

,08

0 h

ou

rs.

The

HR

A a

cco

un

ts s

ha

ll b

e b

oo

k a

cco

un

ts o

nly

– n

o a

ctu

al tr

ust a

cco

un

t sh

all

be

esta

blis

he

d f

or

an

y e

mp

loye

e. E

ach

HR

A b

oo

k a

cco

un

t sh

all

be

cre

dite

d o

n a

mo

nth

ly b

asis

with

a r

ate

of

ea

rnin

gs e

qu

al to

th

e y

ield

on

th

e C

ity's

In

ve

stm

en

t P

ort

folio

(p

rovid

ed

th

at su

ch

yie

ld is p

ositiv

e)

bu

t n

ot to

be

be

low

ze

ro.

The

HR

A a

cco

un

ts s

ha

ll b

e u

se

d s

ole

ly to

pa

y p

rem

ium

s f

or

me

dic

al in

su

ran

ce

(in

clu

din

g C

OB

RA

pre

miu

ms)

co

ve

rin

g th

e p

art

icip

an

t, th

e

pa

rtic

ipa

nt's

sp

ou

se

(o

r su

rviv

ing

sp

ou

se

in

th

e e

ve

nt o

f th

e d

ea

th o

f th

e p

art

icip

an

t), a

nd

th

e p

art

icip

an

t's d

ep

en

de

nts

. O

nce

a p

art

icip

an

t's

acco

un

t u

nd

er

the

HR

A h

as b

ee

n r

ed

uce

d to

$0

, n

o f

urt

he

r b

en

efits

sh

all

be

pa

ya

ble

by th

e H

RA

. If

th

e p

art

icip

an

t, th

e p

art

icip

an

t's s

po

use

,

an

d th

e p

art

icip

an

t's d

ep

en

de

nts

die

be

fore

th

e p

art

icip

an

t's a

cco

un

t u

nd

er

the

HR

A h

as b

ee

n r

ed

uce

d to

$0

, n

o d

ea

th b

en

efit sh

all

be

pa

ya

ble

to a

ny p

ers

on

by th

e H

RA

.

40

%@

50

w/2

0 y

rs

Mo

de

sto

Re

tire

d e

mp

loye

es m

ay c

on

tin

ue

to

pa

rtic

ipa

te in

th

e P

ER

S H

ea

lth

Pla

ns a

t th

eir

ow

n c

ost, e

xce

pt th

at th

e C

ITY

sh

all

co

ntr

ibu

te to

wa

rd th

eir

he

alth

pre

miu

m a

n a

mo

un

t n

ot to

exce

ed

th

e m

inim

um

em

plo

ye

r co

ntr

ibu

tio

n a

s d

esig

na

ted

in

Gove

rnm

en

t C

od

e S

ectio

n 2

28

25

. D

uri

ng

ca

len

da

r ye

ar

20

12

, th

e d

esig

na

ted

min

imu

m e

mp

loye

r co

ntr

ibu

tio

n is $

11

2.

3%

@5

5

Onta

rio

CIT

Y w

ill c

on

trib

ute

th

e m

inim

um

PE

RS

em

plo

ye

r co

ntr

ibu

tio

n. D

uri

ng

ca

len

da

r ye

ar

20

12

, th

e d

esig

na

ted

min

imu

m e

mp

loye

r co

ntr

ibu

tio

n is

$1

12

. T

he

City a

lso

esta

blis

he

d a

n in

div

idu

al h

ea

lth

re

imb

urs

em

en

t a

cco

un

t fo

r e

ach

em

plo

ye

e a

nd

co

ntr

ibu

tes $

75

0/m

on

th d

uri

ng

active

em

plo

ym

en

t.

3%

@5

0

Pa

ge

3 o

f 4

Pri

nt D

ate

: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 24: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

y-C

lien

t P

rivile

ge

Da

ta E

ffe

ctive

Octo

be

r 2

01

2

Cit

y o

f S

tock

ton

Su

mm

ary

of

Re

tire

e H

ea

lth

Be

nefi

ts &

Tie

rs

Fir

e

Ag

en

cy

Re

tire

e M

ed

ica

l B

en

efi

tsR

eti

rem

en

t F

orm

ula

Ple

asa

nto

nR

etire

es H

ire

d a

fte

r 1

/1/0

8

Le

ss th

en

20

yrs

- 4

% f

or

ea

ch

ye

ar

of

se

rvic

e o

f th

e s

ing

le r

ate

fo

r lo

we

st co

st H

MO

. E

arl

y r

etire

e r

ate

20

12

/13

sin

gle

= $

60

3.9

9

20

yrs

or

mo

re-

4%

fo

r e

ach

ye

ar

of

se

rvic

e o

f th

e s

ing

le r

ate

fo

r lo

we

st co

st H

MO

. E

arl

y r

etire

e r

ate

20

12

/13

:

sin

gle

= $

60

3.9

9

For

all

em

plo

ye

es w

ho

re

tire

fro

m s

erv

ice

aft

er

Au

gu

st 3

1, 1

99

0, th

e C

ity s

ha

ll p

ay f

or

ea

ch

ye

ar

of

se

rvic

e, 4

% o

f th

e m

on

thly

pre

miu

m f

or

em

plo

ye

e a

nd

on

e d

ep

en

de

nt o

f th

e C

ity's

cu

rre

nt K

ais

er

He

alth

Pla

n c

ove

rag

e. E

ffe

ctive

Au

gu

st 3

1, 1

99

0 f

or

all

em

plo

ye

es w

ho

re

tire

fo

r

dis

ab

ility

aft

er

Au

gu

st 3

1, 1

99

0 th

e C

ity s

ha

ll p

ay a

pe

rce

nta

ge

of

the

mo

nth

ly p

rem

ium

fo

r e

mp

loye

e a

nd

on

e d

ep

en

de

nt o

f th

e C

ity's

cu

rre

nt

Ka

ise

r H

ea

lth

Pla

n c

ove

rag

e in

acco

rda

nce

with

th

e s

ch

ed

ule

se

t fo

rth

be

low

:

10

ye

ars

=2

0%

;11

ye

ars

=2

5%

;12

ye

ars

=3

0%

;13

ye

ars

=3

5%

;14

ye

ars

=4

0%

;15

ye

ars

=4

5%

;16

ye

ars

=4

8%

;17

ye

ars

=5

1%

;18

ye

ars

=5

4%

;19

ye

ars

=5

7%

;20

ye

ars

=8

0%

;21

ye

ars

=8

4%

;22

ye

ars

=8

8%

;23

ye

ars

=9

2%

;24

ye

ars

=9

6%

;25

+ y

ea

rs o

f se

rvic

e 1

00

%

3%

@5

0

Sa

c M

etr

o F

PD

Re

ce

ive

th

e s

am

e a

s a

ctive

em

plo

ye

es. C

urr

en

tly $

18

48

.86

.3

%@

50

Sa

cra

me

nto

Re

tire

es s

ha

ll b

e e

ligib

le to

re

ce

ive

th

e to

tal o

f th

e lo

we

st co

st h

ea

lth

pla

n f

or

on

e. C

urr

en

tly $

58

6.4

8.

Em

plo

ye

es R

etiri

ng

on

or

Aft

er

Ju

ly 1

, 1

99

2

For

em

plo

ye

es r

etiri

ng

on

or

aft

er

Ju

ly 1

, 1

99

2, th

e f

ollo

win

g te

rms a

pp

ly:

(1)

Exce

pt a

s p

rovid

ed

be

low

, to

be

elig

ible

fo

r th

e C

ity c

on

trib

utio

n to

he

alth

in

su

ran

ce

an

d f

or

the

City-p

aid

de

nta

l b

en

efit fo

r re

tire

e o

nly

, th

e

em

plo

ye

e m

ust re

tire

fro

m a

ctive

se

rvic

e w

ith

a m

inim

um

of

ten

(1

0)

full

ye

ars

of

City s

erv

ice

fo

r a

se

rvic

e, o

rdin

ary

dis

ab

ility

re

tire

me

nt, o

r

de

ferr

ed

re

tire

me

nt, a

nd

ag

e 5

0.

(2)

Em

plo

ye

es r

etiri

ng

with

th

irty

(3

0)

or

mo

re y

ea

rs o

f se

rvic

e s

ha

ll b

e e

ligib

le f

or

the

City's

he

alth

in

su

ran

ce

co

ntr

ibu

tio

n a

nd

de

nta

l b

en

efit

eff

ective

with

th

e d

ate

of

retire

me

nt w

ith

ou

t re

ga

rd to

ag

e.

(3)

The

City's

co

ntr

ibu

tio

n f

or

he

alth

in

su

ran

ce

sh

all

be

as f

ollo

ws:

(a)

Em

plo

ye

es w

ith

a m

inim

um

te

n (

10

) fu

ll ye

ars

of

se

rvic

e b

ut le

ss th

an

fifte

en

(1

5)

full

ye

ars

of

se

rvic

e s

ha

ll b

e e

ligib

le to

a m

axim

um

of

se

ve

nty

-fiv

e p

erc

en

t (7

5%

) o

f th

e C

ity's

ma

xim

um

he

alth

in

su

ran

ce

co

ntr

ibu

tio

n id

en

tifie

d in

su

bse

ctio

n (

b)

ab

ove

.

(b)

Em

plo

ye

es w

ith

a m

inim

um

of

twe

nty

(2

0)

full

ye

ars

of

se

rvic

e s

ha

ll b

e e

ligib

le f

or

up

to

on

e h

un

dre

d p

erc

en

t (1

00

%)

of

the

City's

ma

xim

um

he

alth

in

su

ran

ce

co

ntr

ibu

tio

n id

en

tifie

d in

(b

) a

bo

ve

.

(4)

The

re s

ha

ll b

e n

o C

ity-p

aid

he

alth

in

su

ran

ce

co

ntr

ibu

tio

n o

r d

en

tal b

en

efit fo

r re

tire

es w

ith

le

ss th

an

te

n (

10

) fu

ll ye

ars

of

City r

etire

me

nt

se

rvic

e.

3%

@5

0

Sa

n B

ern

ard

ino

For

an

y r

etire

e th

at sta

ys w

ith

Ca

lPE

RS

he

alth

aft

er

retire

me

nt, th

e C

ity p

ays th

e P

ER

S m

inim

um

fo

r th

at ye

ar.

Cu

rre

ntly -

20

12

- $

11

2.

3%

@5

5

Tra

cy

Em

plo

ye

es a

re a

llow

ed

to

ba

nk a

ny u

nu

se

d s

ick le

ave

to

a M

ed

ica

l L

ea

ve

Ba

nk w

hic

h c

an

be

use

d to

pa

y f

or

he

alth

pre

miu

ms in

re

tire

me

nt.

Ca

lcu

late

d b

y #

of

ho

urs

x h

ou

rly r

ate

of

pa

y =

$ a

mo

un

t to

be

ba

nke

d.

3%

@5

5

Pa

ge

4 o

f 4

Pri

nt D

ate

: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 25: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive:

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

PO

A A

nn

ual

Le

ave

Acc

rual

- M

OU

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n8

01

44

22

44

09

6C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: E

mp

loye

e m

ay e

lect

to

rec

eive

cas

h p

aym

ent

for

up

to

a m

axim

um

of

40 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

sh

all b

e

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s.

Vac

atio

n c

ash

ou

t

up

on

sep

arat

ion

: W

hen

an

em

plo

yee

is s

epar

ated

fro

m t

he

serv

ice

bet

wee

n

2/1

7/12

an

d 7

/1/1

4, t

he

emp

loye

es r

em

ain

ing

vaca

tio

n b

alan

ce, i

f an

y, s

hal

l be

pai

d a

s fo

llow

s:

(1)

Up

on

sep

arat

ion

, em

plo

yee

s sh

all r

ecei

ve 1

/3 o

r $1

0,00

0,

wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(2)

On

th

e 1

year

an

niv

ersa

ry o

f em

plo

yee

's s

epar

atio

n, h

e/sh

e sh

all r

ecei

ve t

he

seco

nd

pay

men

t o

f 1/

3 o

r $1

0,00

0, w

hic

hev

er is

gre

ater

, of

the

bal

ance

of

his

/her

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (3

) O

n t

he

2nd

an

niv

ersa

ry o

f se

par

atio

n,

he/

she

shal

l rec

eive

th

e b

alan

ce p

aym

ent

of

the

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (4

) E

mp

loye

es

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d

accu

mu

late

d v

acat

ion

ho

urs

, if

any,

ad

ded

to

his

/her

fin

al c

om

pen

sati

on

.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re a

ccru

als

of

sick

leav

e sh

all h

ave

no

cas

h v

alu

e u

po

n s

epar

atio

n o

f em

plo

ymen

t an

d e

mp

loye

es

shal

l no

t b

e

allo

wed

to

cas

h o

ut

un

use

d s

ick

leav

e ex

cep

t as

pro

vid

ed b

elo

w.

(

B)

Cal

PER

S Se

rvic

e C

red

it

for

Un

use

d S

ick

Leav

e. E

mp

loye

es

shal

l be

elig

ible

fo

r C

alP

ERS

serv

ice

cred

it f

or

any

un

use

d

sick

leav

e at

ret

irem

ent

no

t o

ther

wis

e co

mp

ensa

ted

fo

r in

(c)

bel

ow

. Em

plo

yee

s h

ired

aft

er

the

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t

be

elig

ible

fo

r th

is s

ervi

ce c

red

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S

serv

ice

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to 7

/1/1

4, n

o

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es

bef

ore

th

is

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 35

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

bet

wee

n t

hes

e d

ates

; an

d (

3)

Sep

arat

ion

aft

er 7

/1/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 50

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

afte

r

this

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sic

k le

ave

shal

l be

in a

cco

rdan

ce w

ith

PER

S re

gula

tio

ns.

An

ahei

m2

62

31

43

92

80

0U

po

n s

epar

atio

n f

rom

em

plo

ymen

t: p

aid

fo

r al

l ho

urs

in e

xces

s o

f 17

5. In

eve

nt

the

emp

loye

e r

etir

es o

r se

par

ates

du

e to

layo

ff, a

ll h

ou

rs a

ccru

ed b

ut

no

t u

sed

sh

all b

e

rep

ort

ed a

s u

nu

sed

sic

k le

ave

for

add

ion

al s

ervi

ce c

red

it.

Emp

loye

es

may

req

ues

t to

be

com

pen

sate

d f

or

up

to

80

accr

ued

Pai

d L

eave

Ho

urs

on

ce p

er c

alen

dar

qu

arte

r.

Beg

inn

ing

wit

h t

ax y

ear

200

4 a

nd

th

erea

fter

, em

plo

yee

s m

ay n

o lo

nge

r el

ect

to r

ecei

ve a

po

rtio

n o

f th

e Si

ck L

eave

Tru

st F

un

d a

mo

un

t an

d s

hal

l be

pai

d a

ny

rem

ain

ing

bal

ance

on

ly u

po

n

sep

arat

ion

fro

m C

ity

serv

ice.

Bak

ersf

ield

80

12

01

60

N/A

*9

6M

axim

um

acc

rual

is 5

52 h

ou

rs.

Ind

ivid

ual

s re

tiri

ng

wit

h a

ser

vice

ret

irem

ent

shal

l be

enti

tled

to

a p

rem

ium

sic

k le

ave

pay

-ou

t.

Ind

ivid

ual

s w

ill r

ecei

ve a

n a

dd

itio

nal

25

% o

f ac

cru

ed s

ick

leav

e at

th

e ti

me

of

reti

rem

ent.

Ch

ula

Vis

ta8

01

60

20

04

09

6Em

plo

yee

s ea

rnin

g 3

wee

ks o

r m

ore

vac

atio

n a

nn

ual

ly w

ill h

ave

the

op

tio

n o

f

selli

ng

40 h

ou

rs b

ack

to t

he

Cit

y.

emp

loye

es

usi

ng

32 o

r le

ss o

f si

ck le

ave

du

rin

g th

e fi

scal

yea

r sh

all h

ave

the

op

tio

n o

f

con

vert

ing

25%

of

thei

r re

mai

nin

g ye

arly

sic

k le

ave

to p

ay.

Frem

on

t9

61

36

16

86

09

62X

an

nu

al v

acat

ion

acc

rual

.

Liq

uid

atio

n o

f U

nu

sed

Vac

atio

n H

ou

rs:

emp

loye

es

wh

o h

ave

a va

cati

on

bal

ance

of

at le

ast

75%

of

thei

r m

axim

um

acc

ruab

le m

ay li

qu

idat

e a

po

rtio

n o

f th

eir

accr

ued

vaca

tio

n, p

aid

to

th

e em

plo

yee

at

the

bas

e h

ou

rly

rate

, up

to

a f

isca

l yea

r m

ax a

s

follo

ws:

1-5

yrs

- 4

0 h

ou

rs

6-10

yrs

- 4

0 h

ou

rs

11-1

4 yr

s -

60

ho

urs

15+

yrs

- 6

0 h

ou

rs

at t

he

end

of

each

fis

cal y

ear,

em

plo

yee

s sh

all r

ecei

ve p

aym

ent

for

som

e o

f th

eir

accu

mu

late

d

bu

ut

un

use

d s

ick

leav

e d

uri

ng

the

pre

ced

ing

year

at

a st

raig

ht-

tim

e h

ou

rly

rate

, co

nss

itin

g o

nly

of

the

bas

e sa

lary

rat

e, a

nd

an

y ap

plic

able

ed

uca

tio

nal

ince

nti

ve p

ay a

nd

sp

ecai

list

pay

. Th

e

on

ly d

ays

qu

alif

yin

g fo

r si

ck p

aym

ent

shal

l be

day

s #3

, 4, 5

,6, 7

, an

d 8

of

the

12

day

s ac

cru

ed

sick

leav

e fo

r th

at f

isca

l yea

r.

Gle

nd

ale

80

12

01

60

N/A

*9

63X

an

nu

al a

llow

ance

Vac

atio

n c

ash

ou

t at

Ter

min

atio

n/R

etir

emen

t -

pai

d o

ut

at t

he

bas

e h

ou

rly

rate

bei

ng

rece

ived

by

emp

loye

e.

Ret

irin

g u

nit

em

plo

yee

s m

ay

hav

e ea

ch e

ligib

le h

ou

r o

f ac

cru

ed u

nu

sed

sic

k le

ave

ho

urs

con

vert

ed a

t th

e ra

te o

f tw

enty

-eig

ht

do

llars

($

28

.00

) p

er h

ou

r

wh

ich

will

be

pai

d t

o e

ach

em

plo

yee

’s in

div

idu

al R

etir

ee H

ealt

h

Savi

ngs

Pla

n (

RH

SP)

effe

ctiv

e u

po

n t

he

emp

loye

e’s

off

icia

l dat

e o

f

reti

rem

ent.

Irvi

ne

80

12

01

60

40

10

6Sh

all n

ot

accr

ue

mo

re t

han

80

ho

urs

of

accu

mu

late

d v

acat

ion

bey

on

d a

nn

ual

accr

ual

. Wh

en a

n e

mp

loye

e e

arn

s va

cati

on

in e

xces

s o

f th

e ca

p o

n a

ccru

al, t

he

emp

loye

e s

hal

l be

pai

d f

or

the

vaca

tio

n d

uri

ng

the

pay

per

iod

ear

ned

.

Vac

atio

n B

uy

Bac

k: O

nce

a y

ear

an e

mp

loye

e m

ay e

lect

to

hav

e th

e C

ity

bu

y-b

ack

up

to

40

ho

urs

of

accr

ued

vac

atio

n.

Sick

leav

e co

nve

rsio

n u

po

n r

etir

emen

t:

0-5

yrs

- 0

%

5-1

0 y

rs -

33

%

10

-20

yrs

- 5

0%

20

-25

yrs

- 8

0%

25

+ -

90%

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 26: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive:

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

PO

A A

nn

ual

Le

ave

Acc

rual

- M

OU

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n8

01

44

22

44

09

6C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: E

mp

loye

e m

ay e

lect

to

rec

eive

cas

h p

aym

ent

for

up

to

a m

axim

um

of

40 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

sh

all b

e

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s.

Vac

atio

n c

ash

ou

t

up

on

sep

arat

ion

: W

hen

an

em

plo

yee

is s

epar

ated

fro

m t

he

serv

ice

bet

wee

n

2/1

7/12

an

d 7

/1/1

4, t

he

emp

loye

es r

em

ain

ing

vaca

tio

n b

alan

ce, i

f an

y, s

hal

l be

pai

d a

s fo

llow

s:

(1)

Up

on

sep

arat

ion

, em

plo

yee

s sh

all r

ecei

ve 1

/3 o

r $1

0,00

0,

wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(2)

On

th

e 1

year

an

niv

ersa

ry o

f em

plo

yee

's s

epar

atio

n, h

e/sh

e sh

all r

ecei

ve t

he

seco

nd

pay

men

t o

f 1/

3 o

r $1

0,00

0, w

hic

hev

er is

gre

ater

, of

the

bal

ance

of

his

/her

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (3

) O

n t

he

2nd

an

niv

ersa

ry o

f se

par

atio

n,

he/

she

shal

l rec

eive

th

e b

alan

ce p

aym

ent

of

the

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (4

) E

mp

loye

es

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d

accu

mu

late

d v

acat

ion

ho

urs

, if

any,

ad

ded

to

his

/her

fin

al c

om

pen

sati

on

.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re a

ccru

als

of

sick

leav

e sh

all h

ave

no

cas

h v

alu

e u

po

n s

epar

atio

n o

f em

plo

ymen

t an

d e

mp

loye

es

shal

l no

t b

e

allo

wed

to

cas

h o

ut

un

use

d s

ick

leav

e ex

cep

t as

pro

vid

ed b

elo

w.

(

B)

Cal

PER

S Se

rvic

e C

red

it

for

Un

use

d S

ick

Leav

e. E

mp

loye

es

shal

l be

elig

ible

fo

r C

alP

ERS

serv

ice

cred

it f

or

any

un

use

d

sick

leav

e at

ret

irem

ent

no

t o

ther

wis

e co

mp

ensa

ted

fo

r in

(c)

bel

ow

. Em

plo

yee

s h

ired

aft

er

the

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t

be

elig

ible

fo

r th

is s

ervi

ce c

red

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S

serv

ice

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to 7

/1/1

4, n

o

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es

bef

ore

th

is

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 35

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

bet

wee

n t

hes

e d

ates

; an

d (

3)

Sep

arat

ion

aft

er 7

/1/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 50

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

afte

r

this

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sic

k le

ave

shal

l be

in a

cco

rdan

ce w

ith

PER

S re

gula

tio

ns.

Mo

des

to8

01

52

20

0N

/A*

96

2X a

nn

ual

vac

atio

n a

ccru

al.

An

em

plo

yee

ab

ou

t to

ret

ire,

or

wh

o is

to

be

laid

off

, may

uti

lize

his

/her

accr

ual

pri

or

to t

he

effe

ctiv

e d

ate

of

any

such

ret

irem

ent

or

layo

ff. I

n li

eu

of

such

vac

atio

n, t

he

emp

loye

e m

ay e

lect

a lu

mp

su

m p

aym

ent

for

accr

ued

vac

atio

n t

ime.

All

oth

er e

mp

loye

es

shal

l be

pai

d a

t th

eir

regu

lar

rate

of

pay

fo

r al

l ho

urs

acc

rued

at

tim

e o

f se

par

atio

n f

rom

th

e C

ITY.

Sick

leav

e p

ayo

ut/

con

vers

ion

up

on

Res

ign

atio

n o

r R

etir

emen

t

Res

ign

atio

n:

25

% o

f fi

rst

100

0 h

ou

rs a

fter

5 y

rs o

f se

rvic

e, 2

0%

of

nex

t 12

00

Ret

irem

ent:

90

% a

pp

lied

to

ret

irem

ent

hea

lth

insu

ran

ce

8 h

ou

rs =

1 m

on

th C

ity

con

trib

uti

on

Oak

lan

d1

20

14

42

00

80

96

Emp

loye

es

may

sel

l bac

k u

p t

o 8

0 h

ou

rs o

f ac

cru

ed v

acat

ion

eac

h c

alen

dar

yea

r

pro

vid

ed t

hat

th

e em

plo

yee

has

tak

en a

t le

ast

80 h

ou

rs o

f va

cati

on

an

d t

he

emp

loye

e's

rem

ain

ing

bal

ance

, aft

er b

uy

bac

k, is

at

leas

t 1

year

s ac

cru

al a

t th

e

accr

ual

rat

e ap

plic

able

.

Effe

ctiv

e Ju

ly 1

, 20

11

fif

ty p

erce

nt

(50

%)

of

all a

ccru

ed s

ick

leav

e ti

me

in

mem

ber

s’ s

eco

nd

ary/

”vir

tual

” si

ck t

ime

ban

ks s

hal

l be

con

vert

ed t

o v

acat

ion

tim

e. O

nce

this

co

nve

rsio

n o

ccu

rs, t

he

seco

nd

ary/

”vir

tual

” si

ck t

ime

ban

ks s

hal

l be

elim

inat

ed.

Ther

eaft

er, m

emb

ers’

sic

k le

ave

ban

k ac

cru

als

in e

xces

s o

f fo

ur-

hu

nd

red

an

d e

igh

ty

(48

0)

ho

urs

sh

all b

e co

nve

rted

an

nu

ally

in J

anu

ary

of

each

cal

end

ar y

ear.

Fif

ty p

erce

nt

(50

%)

of

the

exce

ss s

ick

leav

e h

ou

rs s

hal

l be

con

vert

ed t

o v

acat

ion

tim

e. U

po

n f

inal

sep

arat

ion

fro

m s

ervi

ce, m

emb

ers’

sic

k le

ave

ban

k ac

cru

ed b

alan

ces

shal

l be

cash

ed

ou

t o

n a

fif

ty p

erce

nt

(50

%)

bas

is.

Riv

ersi

de

80

12

01

60

N/A

*9

62X

an

nu

al v

acat

ion

acc

rual

5-1

0 y

rs -

pai

d o

ut

at 2

5%

of

un

use

d s

ick

leav

e ac

cum

ula

ted

10

+ yr

s -

50

%Sa

cram

ento

80

12

01

60

N/A

*9

62X

an

nu

al v

acat

ion

acc

rual

In J

anu

ary

each

yea

r, a

n e

mp

loye

e w

ith

at

leas

t 60

sic

k le

ave

day

s ac

cum

ula

ted

may

ele

ct t

o

rece

ive

a ca

sh p

aym

ent

for

25%

of

the

un

use

d p

ort

ion

of

sick

leav

e cr

edit

s ac

cum

ula

ted

du

rin

g

the

pre

ced

ing

cale

nd

ay y

ear.

Emp

loye

es

hir

ed o

n o

r af

ter

July

1, 2

00

5 s

hal

l no

t b

e el

igib

le f

or

sick

leav

e ca

sh o

ut,

reg

ard

less

of

year

s o

f se

rvic

e.

San

Ber

nar

din

o8

01

20

20

05

04

8O

nce

per

yea

r, m

emb

ers

of

the

bar

gain

ing

un

it w

ill b

e gr

ante

d t

he

op

tio

n

of

selli

ng

up

to

on

e-q

uar

ter

(1/4

) o

f th

eir

vaca

tio

n a

nd

ho

liday

s to

th

e C

ity.

Th

e

Ch

ief

will

ap

pro

ve o

r d

isap

pro

ve a

mem

ber

's r

equ

est

for

sellb

ack.

An

elig

ible

emp

loye

e s

hal

l no

tify

th

e C

ity

by

Au

gust

1 o

f h

is/h

er r

equ

est

for

sellb

ack

for

the

pri

or

fisc

al y

ear

end

ing

Jun

e 30

. Th

e C

ity

shal

l co

mp

ensa

te e

ligib

le e

mp

loye

es

on

the

firs

t p

ayd

ay in

Sep

tem

ber

.

Emp

loye

es

or

the

esta

te o

f an

y su

ch d

ecea

sed

em

plo

yee

wh

o d

ies

du

rin

g

emp

loym

ent,

aft

er t

he

com

ple

tio

n o

f fi

ve (

5)

year

s o

f co

nti

nu

ou

s fu

ll-ti

me

emp

loym

ent

wit

h t

he

Cit

y, u

po

n r

etir

emen

t, d

eath

or

term

inat

ion

of

emp

loym

ent,

exc

ept

thro

ugh

dis

mis

sal o

r re

sign

atio

n w

ith

pre

jud

ice,

sh

all r

ecei

ve c

om

pen

sati

on

of

50 p

erce

nt

of

accu

mu

late

d, u

nu

sed

sic

k le

ave,

pro

vid

ed t

hat

in n

o e

ven

t sh

all s

uch

co

mp

ensa

tio

n

exce

ed

48

0 h

ou

rs o

f su

ch le

ave.

Aft

er 2

0 y

ears

of

con

tin

uo

us

serv

ice

wit

h t

he

Cit

y o

f

San

Ber

nar

din

o, c

om

pen

sati

on

will

be

50

per

cen

t (5

0%

) o

f al

l acc

um

ula

ted

, un

use

d s

ick

leav

e.

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 27: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive:

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

PO

A A

nn

ual

Le

ave

Acc

rual

- M

OU

Mar

ket

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n8

01

44

22

44

09

6C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: E

mp

loye

e m

ay e

lect

to

rec

eive

cas

h p

aym

ent

for

up

to

a m

axim

um

of

40 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

sh

all b

e

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s.

Vac

atio

n c

ash

ou

t

up

on

sep

arat

ion

: W

hen

an

em

plo

yee

is s

epar

ated

fro

m t

he

serv

ice

bet

wee

n

2/1

7/12

an

d 7

/1/1

4, t

he

emp

loye

es r

em

ain

ing

vaca

tio

n b

alan

ce, i

f an

y, s

hal

l be

pai

d a

s fo

llow

s:

(1)

Up

on

sep

arat

ion

, em

plo

yee

s sh

all r

ecei

ve 1

/3 o

r $1

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wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(2)

On

th

e 1

year

an

niv

ersa

ry o

f em

plo

yee

's s

epar

atio

n, h

e/sh

e sh

all r

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ve t

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nd

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men

t o

f 1/

3 o

r $1

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hic

hev

er is

gre

ater

, of

the

bal

ance

of

his

/her

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (3

) O

n t

he

2nd

an

niv

ersa

ry o

f se

par

atio

n,

he/

she

shal

l rec

eive

th

e b

alan

ce p

aym

ent

of

the

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (4

) E

mp

loye

es

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d

accu

mu

late

d v

acat

ion

ho

urs

, if

any,

ad

ded

to

his

/her

fin

al c

om

pen

sati

on

.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re a

ccru

als

of

sick

leav

e sh

all h

ave

no

cas

h v

alu

e u

po

n s

epar

atio

n o

f em

plo

ymen

t an

d e

mp

loye

es

shal

l no

t b

e

allo

wed

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cas

h o

ut

un

use

d s

ick

leav

e ex

cep

t as

pro

vid

ed b

elo

w.

(

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Cal

PER

S Se

rvic

e C

red

it

for

Un

use

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ick

Leav

e. E

mp

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elig

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r C

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ERS

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it f

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e at

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mp

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plo

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ired

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Cit

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end

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alP

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trac

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elim

inat

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edit

fo

r u

nu

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sic

k le

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l no

t

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elig

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fo

r th

is s

ervi

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red

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S

serv

ice

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to 7

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4, n

o

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

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loye

es

bef

ore

th

is

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 35

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

bet

wee

n t

hes

e d

ates

; an

d (

3)

Sep

arat

ion

aft

er 7

/1/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 50

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

afte

r

this

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sic

k le

ave

shal

l be

in a

cco

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ce w

ith

PER

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gula

tio

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San

ta A

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hei

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eed

10

66

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.

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pay

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efit

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eed

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Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 28: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

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a Ef

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up

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scal

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m t

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bet

wee

n

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em

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ing

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ce, i

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Up

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arat

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, em

plo

yee

s sh

all r

ecei

ve 1

/3 o

r $1

0,00

0,

wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(2)

On

th

e 1

year

an

niv

ersa

ry o

f em

plo

yee

's s

epar

atio

n, h

e/sh

e sh

all r

ecei

ve t

he

seco

nd

pay

men

t o

f 1/

3 o

r $1

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0, w

hic

hev

er is

gre

ater

, of

the

bal

ance

of

his

/her

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (3

) O

n t

he

2nd

an

niv

ersa

ry o

f se

par

atio

n,

he/

she

shal

l rec

eive

th

e b

alan

ce p

aym

ent

of

the

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (4

) E

mp

loye

es

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d

accu

mu

late

d v

acat

ion

ho

urs

, if

any,

ad

ded

to

his

/her

fin

al c

om

pen

sati

on

.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re a

ccru

als

of

sick

leav

e sh

all h

ave

no

cas

h v

alu

e u

po

n s

epar

atio

n o

f em

plo

ymen

t an

d e

mp

loye

es

shal

l no

t b

e

allo

wed

to

cas

h o

ut

un

use

d s

ick

leav

e ex

cep

t as

pro

vid

ed b

elo

w.

(

B)

Cal

PER

S Se

rvic

e C

red

it

for

Un

use

d S

ick

Leav

e. E

mp

loye

es

shal

l be

elig

ible

fo

r C

alP

ERS

serv

ice

cred

it f

or

any

un

use

d

sick

leav

e at

ret

irem

ent

no

t o

ther

wis

e co

mp

ensa

ted

fo

r in

(c)

bel

ow

. Em

plo

yee

s h

ired

aft

er

the

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t

be

elig

ible

fo

r th

is s

ervi

ce c

red

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S

serv

ice

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to 7

/1/1

4, n

o

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es

bef

ore

th

is

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 35

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

bet

wee

n t

hes

e d

ates

; an

d (

3)

Sep

arat

ion

aft

er 7

/1/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 50

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

afte

r

this

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sic

k le

ave

shal

l be

in a

cco

rdan

ce w

ith

PER

S re

gula

tio

ns.

Bak

ersf

ield

80

12

01

60

N/A

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6M

axim

um

acc

rual

is 5

52 h

ou

rs.

Ind

ivid

ual

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tiri

ng

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h a

ser

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ret

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ent

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l be

enti

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to

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ium

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k le

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pay

-ou

t.

Ind

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ual

s w

ill r

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ve a

n a

dd

itio

nal

25

% o

f ac

cru

ed s

ick

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e at

th

e ti

me

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reti

rem

ent.

Fres

no

10

21

26

20

6N

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96

Mem

ber

s w

ith

less

th

an 1

5 ye

ars

of

con

tin

uo

us

emp

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ent

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allo

wed

to

acc

rue

28

0 h

ou

rs o

f va

cati

on

leav

e, a

nd

mem

ber

s w

ith

15

year

s o

r m

ore

of

con

tin

uo

us

emp

loym

ent

are

allo

wed

to

acc

rue

360

ho

urs

of

vaca

tio

n le

ave.

Effe

ctiv

e Ju

ly 1

, 20

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, all

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late

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ick

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e h

ou

rs

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ltip

lied

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en c

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ent

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te o

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t th

e ti

me

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ept

that

an

emp

loye

e w

ho

ret

ires

wit

hin

six

ty (

60

) ca

len

dar

day

s o

f

rece

ipt

by

the

Cit

y o

f Fr

esn

o F

ire

& P

olic

e R

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emen

t

Syst

em o

f a

reti

rem

ent

app

licat

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on

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alf

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l acc

um

ula

ted

sic

k le

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ho

urs

up

on

ret

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ent

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lied

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eigh

ty (

80

%)

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the

emp

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th

en h

ou

rly

rate

of

pay

.

Live

rmo

re1

03

13

72

06

40

96

On

ce a

yea

r an

em

plo

yee

may

cas

h o

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40 h

ou

rs p

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th

e em

plo

yee

has

use

d a

min

imu

m o

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urs

an

d r

etai

ns

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inim

um

bal

ance

of

40 h

ou

rs.

No

cas

h p

aym

ent

is m

ade

for

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mu

late

d s

ick

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e at

th

e ti

me

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inat

ion

or

reti

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ent.

Cal

PER

S si

ck le

ave

con

vers

ion

fo

r u

nu

sed

sic

k le

ave

at r

etir

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t.

Mo

des

to8

01

52

20

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96

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ual

vac

atio

n a

ccru

al.

An

em

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yee

ab

ou

t to

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ire,

or

wh

o is

to

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off

, may

uti

lize

his

/her

accr

ual

pri

or

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he

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ctiv

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ate

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any

such

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irem

ent

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ff. I

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eu

of

such

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atio

n, t

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e m

ay e

lect

a lu

mp

su

m p

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ent

for

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ued

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All

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l be

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d a

t th

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regu

lar

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of

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r al

l ho

urs

acc

rued

at

tim

e o

f se

par

atio

n f

rom

th

e C

ITY.

Sick

leav

e p

ayo

ut/

con

vers

ion

up

on

Res

ign

atio

n o

r R

etir

emen

t

Res

ign

atio

n:

25

% o

f fi

rst

100

0 h

ou

rs a

fter

5 y

rs o

f se

rvic

e, 2

0%

of

nex

t 12

00

Ret

irem

ent:

90

% a

pp

lied

to

ret

irem

ent

hea

lth

insu

ran

ce

8 h

ou

rs =

1 m

on

th C

ity

con

trib

uti

on

On

tari

o9

61

36

16

88

09

62X

an

nu

al v

acat

ion

acc

rual

.

Can

sel

l bac

k u

p t

o 8

0 h

ou

rs e

ach

fis

cal y

ear.

No

lim

it o

n a

mo

un

t o

f si

ck le

ave

that

may

be

accr

ued

by

an e

mp

loye

e. S

ick

leav

e sh

all n

ot

be

take

n a

s va

cati

on

tim

e o

r co

mp

ensa

ted

fo

r in

mo

ney

at

any

tim

e.

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 29: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive:

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

PO

A A

nn

ual

Le

ave

Acc

rual

- P

rop

ose

d M

arke

t

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n8

01

44

22

44

09

6C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: E

mp

loye

e m

ay e

lect

to

rec

eive

cas

h p

aym

ent

for

up

to

a m

axim

um

of

40 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

sh

all b

e

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s.

Vac

atio

n c

ash

ou

t

up

on

sep

arat

ion

: W

hen

an

em

plo

yee

is s

epar

ated

fro

m t

he

serv

ice

bet

wee

n

2/1

7/12

an

d 7

/1/1

4, t

he

emp

loye

es r

em

ain

ing

vaca

tio

n b

alan

ce, i

f an

y, s

hal

l be

pai

d a

s fo

llow

s:

(1)

Up

on

sep

arat

ion

, em

plo

yee

s sh

all r

ecei

ve 1

/3 o

r $1

0,00

0,

wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(2)

On

th

e 1

year

an

niv

ersa

ry o

f em

plo

yee

's s

epar

atio

n, h

e/sh

e sh

all r

ecei

ve t

he

seco

nd

pay

men

t o

f 1/

3 o

r $1

0,00

0, w

hic

hev

er is

gre

ater

, of

the

bal

ance

of

his

/her

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (3

) O

n t

he

2nd

an

niv

ersa

ry o

f se

par

atio

n,

he/

she

shal

l rec

eive

th

e b

alan

ce p

aym

ent

of

the

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (4

) E

mp

loye

es

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d

accu

mu

late

d v

acat

ion

ho

urs

, if

any,

ad

ded

to

his

/her

fin

al c

om

pen

sati

on

.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re a

ccru

als

of

sick

leav

e sh

all h

ave

no

cas

h v

alu

e u

po

n s

epar

atio

n o

f em

plo

ymen

t an

d e

mp

loye

es

shal

l no

t b

e

allo

wed

to

cas

h o

ut

un

use

d s

ick

leav

e ex

cep

t as

pro

vid

ed b

elo

w.

(

B)

Cal

PER

S Se

rvic

e C

red

it

for

Un

use

d S

ick

Leav

e. E

mp

loye

es

shal

l be

elig

ible

fo

r C

alP

ERS

serv

ice

cred

it f

or

any

un

use

d

sick

leav

e at

ret

irem

ent

no

t o

ther

wis

e co

mp

ensa

ted

fo

r in

(c)

bel

ow

. Em

plo

yee

s h

ired

aft

er

the

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t

be

elig

ible

fo

r th

is s

ervi

ce c

red

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S

serv

ice

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to 7

/1/1

4, n

o

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es

bef

ore

th

is

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 35

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

bet

wee

n t

hes

e d

ates

; an

d (

3)

Sep

arat

ion

aft

er 7

/1/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 50

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

afte

r

this

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sic

k le

ave

shal

l be

in a

cco

rdan

ce w

ith

PER

S re

gula

tio

ns.

Po

mo

na

80

20

02

30

N/A

*9

6A

ccru

ed v

acat

ion

sh

all n

ot

exce

ed

540

ho

urs

.

CO

MP

ENSA

TIO

N F

OR

AC

CR

UED

VA

CA

TIO

N L

EAV

E. U

po

n

sep

arat

ion

fro

m C

ity

serv

ice,

an

em

plo

yee

sh

all r

ecei

ve

com

pen

sati

on

fo

r 50

0 h

ou

rs o

f va

cati

on

leav

e. S

uch

com

pen

sati

on

sh

all b

e p

aid

at

the

emp

loye

e’s

reg

ula

r ra

te o

f p

ay a

t

the

tim

e o

f se

par

atio

n.

Emp

loye

es

may

acc

rue

sick

leav

e to

a m

ax o

f 1,

50

0 h

ou

rs.

SIC

K L

EAV

E C

ON

VER

SIO

N P

RO

GR

AM

. An

y em

plo

yee

hav

ing

a si

ck le

ave

bal

ance

of

480

ho

urs

or

mo

re o

n t

he

pay

per

iod

en

din

g cl

ose

st t

o N

ove

mb

er 1

of

each

yea

r sh

all b

e el

igib

le t

o c

on

vert

accr

ued

sic

k le

ave

to v

acat

ion

on

th

e fo

llow

ing

bas

is:

a. T

his

co

nve

rsio

n p

rogr

am a

pp

lies

to s

ick

leav

e h

ou

rs e

arn

ed b

ut

no

t u

sed

in t

he

pre

vio

us

12

mo

nth

s.

b. S

uch

sic

k le

ave

shal

l be

con

vert

ed a

t th

e ra

te o

f tw

o (

2)

sick

leav

e h

ou

rs f

or

on

e (1

) va

cati

on

ho

ur

no

t to

exc

eed

48

ho

urs

of

add

itio

nal

vac

atio

n.

REI

MB

UR

SEM

ENT

FOR

AC

CR

UED

SIC

K L

EAV

E. E

mp

loye

es

hir

ed o

n o

r af

ter

Jan

uar

y 1,

19

77

, wh

o

hav

e at

leas

t te

n (

10

) ye

ars

of

serv

ice

wit

h t

he

Cit

y, s

hal

l be

com

pen

sate

d a

t th

e re

gula

r ra

te o

f

pay

fo

r 50

% o

f ac

cru

ed s

ick

leav

e u

po

n r

etir

emen

t (s

ervi

ce, d

isab

ility

or

ind

ust

rial

dis

abili

ty

reti

rem

ent)

. Em

plo

yee

s m

ust

hav

e at

leas

t 50

0 h

ou

rs o

f u

nu

sed

acc

rued

sic

k le

ave,

an

d c

an b

e

com

pen

sate

d f

or

a m

axim

um

of

1,5

00

ho

urs

of

un

use

d a

ccru

ed s

ick

leav

e.

Riv

ersi

de

80

12

01

60

N/A

*9

62X

an

nu

al v

acat

ion

acc

rual

5-1

0 y

rs -

pai

d o

ut

at 2

5%

of

un

use

d s

ick

leav

e ac

cum

ula

ted

10

+ yr

s -

50

%Sa

cram

ento

80

12

01

60

N/A

*9

62X

an

nu

al v

acat

ion

acc

rual

In J

anu

ary

each

yea

r, a

n e

mp

loye

e w

ith

at

leas

t 60

sic

k le

ave

day

s ac

cum

ula

ted

may

ele

ct t

o

rece

ive

a ca

sh p

aym

ent

for

25%

of

the

un

use

d p

ort

ion

of

sick

leav

e cr

edit

s ac

cum

ula

ted

du

rin

g

the

pre

ced

ing

cale

nd

ay y

ear.

Emp

loye

es

hir

ed o

n o

r af

ter

July

1, 2

00

5 s

hal

l no

t b

e el

igib

le f

or

sick

leav

e ca

sh o

ut,

reg

ard

less

of

year

s o

f se

rvic

e.

San

Ber

nar

din

o8

01

20

20

05

04

8O

nce

per

yea

r, m

emb

ers

of

the

bar

gain

ing

un

it w

ill b

e gr

ante

d t

he

op

tio

n

of

selli

ng

up

to

on

e-q

uar

ter

(1/4

) o

f th

eir

vaca

tio

n a

nd

ho

liday

s to

th

e C

ity.

Th

e

Ch

ief

will

ap

pro

ve o

r d

isap

pro

ve a

mem

ber

's r

equ

est

for

sellb

ack.

An

elig

ible

emp

loye

e s

hal

l no

tify

th

e C

ity

by

Au

gust

1 o

f h

is/h

er r

equ

est

for

sellb

ack

for

the

pri

or

fisc

al y

ear

end

ing

Jun

e 30

. Th

e C

ity

shal

l co

mp

ensa

te e

ligib

le e

mp

loye

es

on

the

firs

t p

ayd

ay in

Sep

tem

ber

.

Emp

loye

es

or

the

esta

te o

f an

y su

ch d

ecea

sed

em

plo

yee

wh

o d

ies

du

rin

g

emp

loym

ent,

aft

er t

he

com

ple

tio

n o

f fi

ve (

5)

year

s o

f co

nti

nu

ou

s fu

ll-ti

me

emp

loym

ent

wit

h t

he

Cit

y, u

po

n r

etir

emen

t, d

eath

or

term

inat

ion

of

emp

loym

ent,

exc

ept

thro

ugh

dis

mis

sal o

r re

sign

atio

n w

ith

pre

jud

ice,

sh

all r

ecei

ve c

om

pen

sati

on

of

50 p

erce

nt

of

accu

mu

late

d, u

nu

sed

sic

k le

ave,

pro

vid

ed t

hat

in n

o e

ven

t sh

all s

uch

co

mp

ensa

tio

n

exce

ed

48

0 h

ou

rs o

f su

ch le

ave.

Aft

er 2

0 y

ears

of

con

tin

uo

us

serv

ice

wit

h t

he

Cit

y o

f

San

Ber

nar

din

o, c

om

pen

sati

on

will

be

50

per

cen

t (5

0%

) o

f al

l acc

um

ula

ted

, un

use

d s

ick

leav

e.

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 30: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Dat

a Ef

fect

ive:

Oct

ob

er 2

01

2

Cit

y o

f St

ock

ton

PO

A A

nn

ual

Le

ave

Acc

rual

- P

rop

ose

d M

arke

t

Age

ncy

Vac

atio

n

1 y

ear

s

Vac

atio

n

10

ye

ars

Vac

atio

n

Max

An

nu

al

Vac

Cas

h-

Ou

t

Sick

Le

ave

Vac

atio

n C

ash

-Ou

t M

OU

Lan

guag

eSi

ck L

eav

e C

ash

-Ou

t M

OU

Lan

guag

e

Sto

ckto

n8

01

44

22

44

09

6C

ash

Pay

men

t O

pti

on

fo

r V

acat

ion

: E

mp

loye

e m

ay e

lect

to

rec

eive

cas

h p

aym

ent

for

up

to

a m

axim

um

of

40 h

ou

rs a

nn

ual

ly e

xcep

t th

at a

ll ca

sh o

uts

sh

all b

e

susp

end

ed d

uri

ng

furl

ou

gh o

r fi

scal

em

erge

ncy

per

iod

s.

Vac

atio

n c

ash

ou

t

up

on

sep

arat

ion

: W

hen

an

em

plo

yee

is s

epar

ated

fro

m t

he

serv

ice

bet

wee

n

2/1

7/12

an

d 7

/1/1

4, t

he

emp

loye

es r

em

ain

ing

vaca

tio

n b

alan

ce, i

f an

y, s

hal

l be

pai

d a

s fo

llow

s:

(1)

Up

on

sep

arat

ion

, em

plo

yee

s sh

all r

ecei

ve 1

/3 o

r $1

0,00

0,

wh

ich

ever

is g

reat

er, o

f th

e to

tal o

f h

is/h

er u

nu

sed

acc

um

ula

ted

vac

atio

n h

ou

rs.

(2)

On

th

e 1

year

an

niv

ersa

ry o

f em

plo

yee

's s

epar

atio

n, h

e/sh

e sh

all r

ecei

ve t

he

seco

nd

pay

men

t o

f 1/

3 o

r $1

0,00

0, w

hic

hev

er is

gre

ater

, of

the

bal

ance

of

his

/her

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (3

) O

n t

he

2nd

an

niv

ersa

ry o

f se

par

atio

n,

he/

she

shal

l rec

eive

th

e b

alan

ce p

aym

ent

of

the

un

use

d a

ccu

mu

late

d v

acat

ion

ho

urs

. (4

) E

mp

loye

es

wh

o a

re in

volu

nta

rily

sep

arat

ed s

hal

l hav

e th

eir

un

use

d

accu

mu

late

d v

acat

ion

ho

urs

, if

any,

ad

ded

to

his

/her

fin

al c

om

pen

sati

on

.

Pay

men

t fo

r U

nu

sed

Sic

k Le

ave:

(A

) E

ffec

tive

2/1

7/1

2, a

ll ac

cum

ula

ted

or

futu

re a

ccru

als

of

sick

leav

e sh

all h

ave

no

cas

h v

alu

e u

po

n s

epar

atio

n o

f em

plo

ymen

t an

d e

mp

loye

es

shal

l no

t b

e

allo

wed

to

cas

h o

ut

un

use

d s

ick

leav

e ex

cep

t as

pro

vid

ed b

elo

w.

(

B)

Cal

PER

S Se

rvic

e C

red

it

for

Un

use

d S

ick

Leav

e. E

mp

loye

es

shal

l be

elig

ible

fo

r C

alP

ERS

serv

ice

cred

it f

or

any

un

use

d

sick

leav

e at

ret

irem

ent

no

t o

ther

wis

e co

mp

ensa

ted

fo

r in

(c)

bel

ow

. Em

plo

yee

s h

ired

aft

er

the

Cit

y am

end

s it

s C

alP

ERS

con

trac

t to

elim

inat

e se

rvic

e cr

edit

fo

r u

nu

sed

sic

k le

ave

shal

l no

t

be

elig

ible

fo

r th

is s

ervi

ce c

red

it.

(

C)

Sic

k Le

ave

Ret

enti

on

Ben

efit

s: I

f, a

fter

su

btr

acti

ng

the

equ

ival

ent

of

on

e fu

ll ye

ar o

f se

rvic

e cr

edit

(2

08

0 h

ou

rs),

wh

ich

may

be

app

lied

to

Cal

PER

S

serv

ice

cred

it, a

ny

bal

ance

rem

ain

ing

up

on

sep

arat

ion

sh

all b

e p

aid

as

follo

ws

to e

mp

loye

es

wh

o h

ave

rem

ain

ed in

Cit

y se

rvic

e u

nti

l th

e d

ates

sp

ecif

ied

: (

1)

Sep

rati

on

pri

or

to 7

/1/1

4, n

o

pay

men

t o

f u

nu

sed

sic

k le

ave

at s

epar

atio

n s

hal

l occ

ur

for

sep

arat

ing

emp

loye

es

bef

ore

th

is

dat

e. (

2)

Sep

arat

ion

bet

wee

n 7

/1/1

4 a

nd

6/3

0/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 35

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

bet

wee

n t

hes

e d

ates

; an

d (

3)

Sep

arat

ion

aft

er 7

/1/1

5, p

aym

ent

of

un

use

d s

ick

leav

e w

hic

h t

he

emp

loye

e h

eld

on

2/1

6/1

2 s

hal

l be

pai

d a

t 50

% o

f it

s ca

sh v

alu

e to

sep

arat

ing

emp

loye

es

afte

r

this

dat

e. (

4)

Ser

vice

cre

dit

fo

r u

nu

sed

sic

k le

ave

shal

l be

in a

cco

rdan

ce w

ith

PER

S re

gula

tio

ns.

San

Jo

aqu

in C

ou

nty

80

16

01

84

N/A

*9

6W

hen

ever

an

em

plo

yee

's a

ccu

mu

lati

on

of

vaca

tio

n r

each

es it

s m

axim

um

as

pro

vid

ed a

bo

ve, a

ny

furt

her

vac

atio

n a

ccru

al s

hal

l be

cred

ited

to

su

ch e

mp

loye

e's

sick

leav

e ac

cum

ula

tio

n u

nti

l su

ch t

ime

as t

he

emp

loye

e's

vac

atio

n a

ccu

mu

lati

on

falls

bel

ow

th

e m

axim

um

allo

wed

.

An

em

plo

yee

on

pay

roll

the

pri

or

full

cale

nd

ar y

ear

is e

ligib

le t

o r

ecei

ve e

igh

t h

ou

rs

adm

inis

trat

ive

leav

e if

sic

k le

ave

bal

ance

eq

ual

s at

leas

t o

ne

hal

f o

f cu

mu

lati

ve a

mo

un

t th

at t

he

emp

loye

e is

elig

ible

to

acc

rue

bas

ed o

n y

ears

of

serv

ice.

Me

dia

n8

01

31

19

25

09

6

% +

/- M

ed

ian

0.0

0%

9.0

3%

14

.29

%-2

5.0

0%

0.0

0%

* C

ash

-ou

t u

po

n s

epar

atio

n o

nly

Pri

nt

Dat

e: 1

1/2

1/2

01

2Case 12-32118 Filed 02/15/13 Doc 716

Page 31: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Data

Eff

ective: O

cto

ber

2012

Cit

y o

f St

ock

ton

PO

A L

on

gevi

ty P

rogr

ess

ion

- M

OU

Mar

ket

Age

ncy

/Ye

ar5

67

91

01

21

51

81

92

02

42

52

62

72

8

Cit

y o

f St

ock

ton

1.0

%1

.0%

6.0

%6

.0%

8.0

%8

.0%

8.0

%1

3.0

%1

3.0

%1

3.0

%1

3.0

%1

3.0

%

An

ahei

m

Bak

ersf

ield

Ch

ula

Vis

ta3

.0%

3.0

%3

.0%

3.0

%3

.0%

3.0

%3

.0%

3.0

%3

.0%

Fre

mo

nt

2.5

%2

.5%

4.8

%4

.8%

9.4

%1

1.7

%1

2.9

%

Gle

nd

ale

Irvi

ne

Mo

des

to1

.0%

1.0

%2

.0%

2.0

%2

.0%

2.0

%2

.0%

2.0

%2

.0%

2.0

%2

.0%

Oak

lan

d1

.3%

1.3

%1

.5%

1.5

%1

.7%

1.7

%1

.7%

1.9

%1

.9%

1.9

%1

.9%

1.9

%1

.9%

Riv

ers

ide

Sacr

ame

nto

0.1

4%

5.0

%5

.27

7%

5.3

%5

.3%

5.3

%

San

Be

rnar

din

o

San

ta A

na

Ave

rage

0%

0%

0.1

%0

.1%

0.2

%0

.2%

0.6

%0

.6%

0.8

%0

.8%

1.4

%1

.4%

1.8

%2

.0%

2.1

%%

+/-

Ave

rage

89

%7

9%

97

%9

1%

93

%9

0%

90

%8

9%

89

%8

6%

85

%8

4%

Act

ual

per

cen

tage

may

be

hig

her

du

e to

co

mp

ou

nd

ing

Pri

nt

Dat

e: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 32: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

lien

t P

rivi

lege

Data

Eff

ective: O

cto

ber

2012

Cit

y o

f St

ock

ton

PO

A L

on

gevi

ty P

rogr

ess

ion

- P

rop

ose

d M

arke

t

Age

ncy

/Ye

ar5

67

91

01

21

51

81

92

02

42

52

62

72

8

Cit

y o

f St

ock

ton

1.0

%1

.0%

6.0

%6

.0%

8.0

%8

.0%

8.0

%1

3.0

%1

3.0

%1

3.0

%1

3.0

%1

3.0

%

Bak

ersf

ield

Fre

sno

Live

rmo

re3

.0%

3.0

%3

.0%

3.0

%3

.0%

6.0

%6

.0%

6.0

%6

.0%

6.0

%6

.0%

6.0

%6

.0%

6.0

%6

.0%

Mo

des

to1

.0%

1.0

%2

.0%

2.0

%2

.0%

2.0

%2

.0%

2.0

%2

.0%

2.0

%2

.0%

On

tari

o

Po

mo

na

10

.0%

10

.0%

10

.0%

10

.0%

10

.0%

10

.0%

Riv

ers

ide

Sacr

ame

nto

0.1

4%

5.0

%5

.27

7%

5.3

%5

.3%

5.3

%

San

Be

rnar

din

o

San

Jo

aqu

in C

ou

nty Ave

rage

0.3

%0

.3%

0.3

%0

.3%

0.4

%0

.7%

0.8

%0

.8%

0.8

%1

.8%

2.3

%2

.3%

2.3

%2

.3%

2.3

%%

+/-

Ave

rage

70

%6

0%

88

%8

7%

90

%9

0%

77

%8

2%

82

%8

2%

82

%8

2%

Act

ual

per

cen

tage

may

be

hig

her

du

e to

co

mp

ou

nd

ing

Pri

nt

Dat

e: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 33: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorn

ey-

Clie

nt P

rivile

ge

Data

Effective O

cto

ber

2012

Cit

y o

f S

tockto

n

Su

mm

ary

of

Reti

ree H

ealt

h B

en

efi

ts &

Tie

rs

Po

lice A

gen

cy

Reti

ree M

ed

ical B

en

efi

tsR

eti

rem

en

t F

orm

ula

Sto

ckto

nA

n e

ligib

le r

etire

e a

nd e

ligib

le d

ependent m

ay

be e

nro

lled in a

Cityo

ffere

d m

edic

al pla

n e

ither

as a

subscriber

in a

City

offere

d m

edic

al pla

n o

r, a

s the d

ependent

spouse/r

egis

tere

d d

om

estic p

art

ner

or

anoth

er

elig

ible

City

em

plo

yee/r

etire

e, but not both

. If a

n e

mplo

yee/r

etire

e is a

lso e

ligib

le to c

over

their d

ependent child

, th

e c

hild

will

be a

llow

ed to e

nro

ll as a

dependent on o

nly

one e

mplo

yee o

r re

tire

e's

pla

n (

i.e., a

retire

e a

nd h

is o

r her

dependent cannot be c

overe

d b

y m

ore

than o

ne C

ity-

offere

d h

ealth

pla

n).

The C

ity

does n

ot pro

vid

e a

ny

retire

e m

edic

al pro

gra

m, allo

wance, or

City

contr

ibution for

em

plo

yees h

ired o

n o

r after

July

1, 2011.

City

Contr

ibution for

the P

eriod o

f July

1. 2012-

June 3

0. 2013:

The C

ity

shall

pro

vid

e to e

mplo

yees r

etiring fro

m the C

ity

the follo

win

g c

ontr

ibution tow

ard

s the c

osts

of re

tire

e m

edic

al in

sura

nce fro

m J

uly

1, 2012 thro

ugh J

une 3

0, 2013.

1. E

mplo

yees r

etiring w

ith o

ver

1 0

years

of fu

ll tim

e s

erv

ice w

ith the C

ity

of S

tockto

n a

s a

regula

r em

plo

yee s

hall

receiv

e a

City

contr

ibution o

f $150 a

month

tow

ard

s the c

ost

of re

tire

e m

edic

al in

sura

nce.

2. E

mplo

yees r

etiring w

ith o

ver

20 y

ears

of fu

ll tim

e s

erv

ice w

ith the C

ity

of S

tockto

n a

s a

regula

r em

plo

yee s

hall

receiv

e a

City

contr

ibution o

f $300 a

month

tow

ard

s the c

ost

of re

tire

e m

edic

al in

sura

nce.

3. E

mplo

yees r

etiring w

ith o

ver

30 y

ears

of fu

ll tim

e s

erv

ice w

ith the C

ity

of S

tockto

n a

s a

regula

r em

plo

yee s

hall

receiv

e a

City

contr

ibution o

f $450 a

month

tow

ard

s the c

ost

of re

tire

e m

edic

al in

sura

nce

4. E

mplo

yees w

ith less than 1

0 y

ears

of serv

ice for

the C

ity

shall

not be e

ligib

le for

a c

ity

contr

ibution tow

ard

s r

etire

e m

edic

al.

5. B

enefits

for

part

tim

e e

mplo

yees w

ho r

etire

are

pro

rate

d b

ased o

n their full

tim

e e

quiv

ale

nt.

6. T

he C

ity

contr

ibutions s

hall

end w

ith the d

eath

of th

e r

etire

e a

nd n

o s

urv

ivor

benefits

are

pro

vid

ed.

7. R

etire

es m

ay

enro

ll th

em

selv

es o

r th

eir d

ependents

at th

eir o

wn e

xpense in C

ity

sponsore

d m

edic

al pla

ns o

nly

(denta

l and v

isio

n a

re n

ot offere

d to r

etire

es).

The C

ity

reserv

es the r

ight to

set benefit le

vels

in m

edic

al pla

ns for

retire

es a

nd a

t it's

exclu

siv

e o

ption o

nly

pro

vid

e fully

insure

d p

lan c

hoic

es to r

etire

es for

enro

llment. T

he C

ity

reserv

es the r

ight to

dis

continue inclu

sio

n o

f re

tire

es in C

ity

sponsore

d m

edic

al pla

ns a

t any

tim

e.

The C

ity'

s c

om

mitm

ent to

pro

vid

e r

etire

e m

edic

al benefits

during the 2

012-1

3 fis

cal ye

ar

is to the r

etire

e a

nd s

hall

end u

pon the d

eath

of

the r

etire

e. S

urv

ivin

g s

pouses s

hall

not be e

ligib

le for

any

city

paid

benefit after

the d

eath

of th

e c

ity

retire

e. A

ny

benefits

pre

vio

usly

paid

to s

urv

ivin

g s

pouses h

ave b

een p

aid

in e

rror

and w

ithout th

e a

ppro

val of th

e C

ity

Council.

c. E

limin

ation o

f R

etire

e M

edic

al P

rogra

m e

ffective J

une 3

0. 2013. E

ffective J

une 3

0, 2013, th

e C

ity

shall

no longer

pro

vid

e a

contr

ibution

tow

ard

s the c

ost of re

tire

e m

edic

al in

sura

nce for

curr

ent em

plo

yees (

futu

re r

etire

es)

and c

urr

ent re

tire

es.

Hired p

rior

to 6

/30/1

2 -

3%

@50

Hired a

fter

7/1

/12 -

3%

@55

Anaheim

Em

plo

yees h

ired o

n o

r after

July

6, 2001 s

hall

not be e

ligib

le for

any

post-

retire

ment m

edic

al benefits

under

this

AR

TIC

LE

. A

NA

HE

IM a

nd 4

9 A

PA

agre

e that em

plo

yees

hired o

n o

r after

July

6, 2001 s

hall

inste

ad b

e p

rovid

ed a

Retire

e H

ealth S

avin

g P

lan.

Regula

r, full-

tim

e e

mplo

yees h

ired p

rior

to J

uly

6, 2001 w

ho a

re e

nro

lled a

s a

subscriber

in a

n A

NA

HE

IM s

ponsore

d h

ealth p

lan a

t th

e tim

e o

f separa

tion fro

m A

NA

HE

IM

serv

ice, shall

be e

ligib

le to p

art

icip

ate

in a

ny

AN

AH

EIM

sponsore

d h

ealth p

lan a

s a

retire

e.

Em

plo

yees w

ho r

etire

d p

rior

to J

uly

1, 1985, w

ho w

ere

elig

ible

for

post re

tire

ment m

edic

al benefits

at th

e tim

e o

f th

eir s

epara

tion fro

m A

NA

HE

IM s

erv

ice a

nd w

ho m

ain

tain

continuous m

em

bers

hip

in g

ood s

tandin

g s

hall

be e

ligib

le to p

art

icip

ate

in a

ny

AN

AH

EIM

sponsore

d m

edic

al pla

n a

nd s

hall

pay

month

ly p

rem

ium

s in a

ccord

ance w

ith the

follo

win

g s

chedule

:

Sin

gle

covera

ge

$15.0

0 m

onth

ly

Tw

o P

art

y covera

ge

$15.0

0 m

onth

ly

Fam

ily c

overa

ge

$45.0

0 m

onth

ly

3%

@50

Page 1

of 5

Print D

ate

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 34: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorn

ey-

Clie

nt P

rivile

ge

Data

Effective O

cto

ber

2012

Cit

y o

f S

tockto

n

Su

mm

ary

of

Reti

ree H

ealt

h B

en

efi

ts &

Tie

rs

Po

lice A

gen

cy

Reti

ree M

ed

ical B

en

efi

tsR

eti

rem

en

t F

orm

ula

Bakers

field

Em

plo

yees h

ired a

fter

5/2

4/0

6 s

hall

not be e

ligib

le to r

eceiv

e r

etire

e m

edic

al in

sura

nce. In

lie

u, th

e C

ity

will

matc

h u

p to 1

% o

f th

e e

mplo

yee's

non-m

andato

ry c

ontr

ibutions to

their R

etire

ment H

ealth S

avin

gs a

ccount com

mencin

g the b

egin

nin

g o

f th

eir 6

th y

ear

of em

plo

yment.

Em

plo

yees h

ired a

fter

4/1

/98 w

ill b

e e

ligib

le for

retire

e m

edic

al under

the follo

win

g c

onditio

ns:

A. P

art

icip

ation in the C

ity

retire

e m

edic

al in

sura

nce p

lan w

ill b

e o

ffere

d to those e

mplo

yees w

ho r

etire

follo

win

g 2

0 y

ears

of re

gula

r serv

ice o

r re

tire

due to d

isabili

ty. S

uch

retire

es w

ill r

eceiv

e a

pre

miu

m s

ubsid

y based u

pon 3

% p

er

year

of serv

ice, to

the n

eare

st quart

er

year,

up to a

maxim

um

of 30 y

ears

(90%

), o

f th

e low

er

of th

e H

MO

or

Fee-

For-

Serv

ice S

ingle

rate

. In

no c

ase s

hall

a r

etire

e in this

cla

ss r

eceiv

e m

ore

than 9

0%

of th

eir a

pplic

able

rate

str

uctu

re in s

ubsid

ies fro

m the C

ity.

B. A

ny

em

plo

yee e

ligib

le to r

eceiv

e r

etire

e m

edic

al in

sura

nce c

overa

ge w

ho is e

ligib

le for

Medic

are

covera

ge (

Part

A)

wheth

er

thro

ugh the C

ity

of B

akers

field

, oth

er

em

plo

yers

, spouse c

overa

ge, or

for

any

oth

er

reason, shall

be r

equired to o

bta

in a

nd u

tiliz

e s

uch c

overa

ge a

s a

conditio

n for

receiv

ing c

overa

ge u

nder

the C

ity'

s r

etire

e

medic

al pla

n.

C. E

mplo

yees h

ired a

fter

April 1, 1998 s

hall

not be e

ligib

le to r

eceiv

e the 4

2%

Fee-F

or-

Serv

ice p

lan s

ubsid

y.

Em

plo

yees h

ired b

efo

re 4

/1/9

8:

A. O

nly

em

plo

yees w

ith a

min

imum

of 15 y

ears

accum

ula

ted p

erm

anent serv

ice s

hall

be e

ligib

le for

part

icip

ation in the r

etire

e m

edic

al in

sura

nce p

rogra

m. T

he 1

5 y

ear

min

imum

shall

be w

aiv

ed for

em

plo

yees r

etiring b

ecause o

f a job r

ela

ted d

isabili

ty. E

mplo

yees r

etiring b

ecause o

f a job r

ela

ted d

isabili

ty s

hall

be c

redited w

ith e

ither

8 y

ears

of th

eir a

ctu

al accum

ula

ted s

erv

ice tim

e, w

hic

hever

is g

reate

r fo

r th

e p

urp

ose o

f calc

ula

ting the r

etire

e m

edic

al allo

wance u

nder

the C

ity'

s a

dopte

d form

ula

.

B. A

ny

em

plo

yee e

ligib

le to r

eceiv

e r

etire

e m

edic

al in

sura

nce c

overa

ge w

ho is e

ligib

le for

Medic

are

covera

ge (

Part

A)

wheth

er

thro

ugh the C

ity

of B

akers

field

, oth

er

em

plo

yers

, spouse c

overa

ge, or

for

any

oth

er

reason, shall

be r

equired to o

bta

in a

nd u

tiliz

e s

uch c

overa

ge a

s a

conditio

n for

receiv

ing c

overa

ge u

nder

the C

ity'

s r

etire

e

medic

al pla

n.

C.T

he C

ity'

s c

ontr

ibution to r

etire

e p

rem

ium

s s

hall

be b

ased o

n the low

er

of th

e H

ealth M

ain

tenance O

rganiz

ation o

r F

ee for

Serv

ice, sin

gle

part

y ra

te. T

he C

ity'

s c

ontr

ibution

to r

etire

es w

ill b

e 3

% p

er

year

to a

max c

ontr

ibution o

f 90%

of th

e p

rem

ium

for

30 y

ears

of serv

ice.

D. 42%

of th

e a

ctu

al pre

miu

m for

the "

Fee-f

or-

Serv

ice R

etire

e H

ealth P

lan s

hall

be p

aid

by

the C

ity

in a

dditio

n to the a

mount paid

under

the C

ity

Contr

ibution F

orm

ula

.

2%

@50

Chula

Vis

taA

retire

ment m

edic

al tr

ust is

a h

ealth b

enefit savin

gs v

ehic

le that w

ill a

llow

PO

A e

mplo

yees to a

ccum

ula

te funds to p

ay

for

qualif

ied m

edic

al pre

miu

ms a

nd e

xpenses o

n a

tax-

free b

asis

. T

his

tru

st w

as s

et up thro

ugh the P

eace O

ffic

ers

Researc

h A

ssocia

tion o

f C

alif

orn

ia (

PO

RA

C).

The C

ity

will

contr

ibute

$100 p

er

month

to this

Pla

n, fo

r all

curr

ent

PO

A e

mplo

yees o

n a

pre

tax b

asis

. U

pon r

etire

ment, P

OA

em

plo

yees s

hall

transfe

r an a

mount equal to

100%

of th

e c

ash v

alu

e o

f th

e e

mplo

yee’s

vacation a

nd flo

ating

holid

ay

leave b

ala

nce for

whic

h they

would

receiv

e p

aym

ent, into

RM

T o

n a

pre

-tax b

asis

.

3%

@55

Fre

mont

0-1

4 y

rs =

$0

15 y

rs =

$97.5

0/m

o

16 y

rs =

$104.0

0/m

o

17 y

rs =

$110.5

0/m

o

18 y

rs =

$117.0

0/m

o

19 y

rs =

$123.5

0/m

o

20-2

4 y

rs =

Kais

er

sin

gle

pre

miu

m r

ate

on d

ate

of re

tire

ment

25+

yrs

= K

ais

er

two p

art

y pre

miu

m r

ate

on d

ate

of re

tire

ment. C

urr

ently

$1220.8

8.

3%

@55

Page 2

of 5

Print D

ate

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1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 35: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorn

ey-

Clie

nt P

rivile

ge

Data

Effective O

cto

ber

2012

Cit

y o

f S

tockto

n

Su

mm

ary

of

Reti

ree H

ealt

h B

en

efi

ts &

Tie

rs

Po

lice A

gen

cy

Reti

ree M

ed

ical B

en

efi

tsR

eti

rem

en

t F

orm

ula

Fre

sno

The C

ity

curr

ently

main

tain

s a

Health R

eim

burs

em

ent A

rrangem

ent (H

RA

) th

at qualif

ies a

s a

"health r

eim

burs

em

ent arr

angem

ent"

as d

escribed in Inte

rnal R

evenue S

erv

ice

(IR

S)

Notice 2

002-4

5 a

nd o

ther

guid

ance p

ublis

hed b

y th

e IR

S r

egard

ing H

RA

s. T

he C

ity

agre

es to m

ain

tain

the H

RA

such that it w

ill c

ontinue to q

ualif

y as a

“health

reim

burs

em

ent arr

angem

ent”

for

the term

of th

e M

OU

. A

t separa

tion fro

m p

erm

anent em

plo

yment w

ith the C

ity

of F

resno b

y serv

ice r

etire

ment or

at dis

abili

ty r

etire

ment if the

* *

* m

em

ber

is o

therw

ise e

ligib

le for

serv

ice r

etire

ment, the v

alu

e o

f th

e m

em

ber's a

ccum

ula

ted s

ick leave s

hall

be c

redited to a

n a

ccount fo

r th

e e

mplo

yee u

nder

the H

RA

such "

valu

e"

shall

be d

ete

rmin

ed a

s follo

ws:

• *

* *

The n

um

ber

of accum

ula

ted s

ick leave h

ours

in e

xcess o

f 120 h

ours

at th

e tim

e o

f re

tire

ment m

ultip

lied b

y 50%

of th

e m

em

ber's then c

urr

ent hourly

base r

ate

of

pay.

Incorp

ora

ted fro

m S

ide L

etter

Agre

em

ent date

d N

ovem

ber

4,2

008):

• *

* *

The n

um

ber

of accum

ula

ted s

ick leave h

ours

at th

e tim

e o

f re

tire

ment in

excess o

f 120 h

ours

multip

lied b

y 50%

of th

e e

mplo

yee’s

then c

urr

ent hourly

base r

ate

of pay,

except th

at an e

mplo

yee w

ho r

etire

s w

ithin

six

ty (

60)

cale

ndar

days

of re

ceip

t by

the C

ity

of F

resno F

ire a

nd P

olic

e R

etire

ment S

yste

m o

f a r

etire

ment applic

ation b

y, o

r on

behalf o

f th

e e

mplo

yee, shall

have a

ccum

ula

ted s

ick leave h

ours

in e

xcess o

f 120 h

ours

upon r

etire

ment m

ultip

lied b

y 80%

of th

e e

mplo

yee’s

then h

ourly

rate

of pay.

• E

ffective J

uly

1, 2009, all

accum

ula

ted s

ick leave h

ours

multip

lied b

y 50%

of th

e e

mplo

yee’s

then c

urr

ent hourly

base r

ate

of pay

at th

e tim

e o

f re

tire

ment, e

xcept th

at an

em

plo

yee w

ho r

etire

s w

ithin

six

ty (

60)

cale

ndar

days

of re

ceip

t by

the C

ity

of F

resno F

ire &

Polic

e R

etire

ment S

yste

m o

f a r

etire

ment applic

ation b

y, o

r on b

ehalf o

f th

e

em

plo

yee, shall

have a

ll accum

ula

ted s

ick leave h

ours

upon r

etire

ment m

ultip

lied b

y eig

hty

(80%

) of th

e e

mplo

yee’s

then h

ourly

rate

of pay.

• E

ffective J

uly

1, 2009, th

e tota

l num

ber

of all

accum

ula

ted h

olid

ay

leave h

ours

at th

e tim

e o

f separa

tion for

retire

ment purp

oses s

hall

be p

aid

at th

e m

em

ber’s then c

urr

ent

hourly

base r

ate

of pay.

• T

he h

ourly

base r

ate

of pay

shall

be the e

quiv

ale

nt of th

e m

onth

ly s

ala

ry for

a m

em

ber

as r

eflecte

d in E

xhib

it I, m

ultip

lied b

y tw

elv

e (

12)

month

s then d

ivid

ed b

y 2,0

80 h

ours

.

The H

RA

accounts

shall

be b

ook a

ccounts

only

– n

o a

ctu

al tr

ust account shall

be e

sta

blis

hed for

any

mem

ber.

Each H

RA

book a

ccount shall

be c

redited o

n a

month

ly b

asis

with a

rate

of earn

ings e

qual to

the y

ield

on the C

ity'

s Investm

ent P

ort

folio

(pro

vid

ed that such y

ield

is p

ositiv

e).

The H

RA

accounts

shall

be u

sed s

ole

ly to p

ay

pre

miu

ms for

medic

al in

sura

nce (

inclu

din

g C

OB

RA

pre

miu

ms)

covering the p

art

icip

ant, the p

art

icip

ant's

spouse (

or

surv

ivin

g

spouse in the e

vent of th

e d

eath

of th

e p

art

icip

ant)

, and the p

art

icip

ant's

dependents

. O

nce a

part

icip

ant's

account under

the H

RA

has b

een r

educed to $

0, no furt

her

benefits

shall

be p

aya

ble

by

the H

RA

. If the p

art

icip

ant, the p

art

icip

ant's

spouse, and the p

art

icip

ant's

dependents

die

befo

re the p

art

icip

ant's

account under

the H

RA

has b

een

reduced to $

0, no d

eath

benefit shall

be p

aya

ble

to a

ny

pers

on b

y th

e H

RA

. W

hile

this

pro

vis

ion is in e

ffect m

em

bers

shall

not be a

llow

ed to c

ash o

ut any

accum

ula

ted o

r

accru

ed s

ick leave a

t re

tire

ment. U

pon e

ach a

nniv

ers

ary

date

of th

e M

OU

, th

e A

ssocia

tion m

ay

am

end the H

RA

pro

vis

ions o

f th

is M

OU

to inclu

de a

pro

vis

ion r

equirin

g a

ll

mem

bers

of th

e A

ssocia

tion to c

onvert

an a

gre

ed u

pon a

mount of accru

ed v

acation leave to the H

RA

.

40%

@50 w

/20 y

rs

Gle

ndale

Retire

e H

ealth S

avin

gs P

lan (

RH

SP

):

the C

ity

shall

contr

ibute

the e

quiv

ale

nt of tw

o p

erc

ent (2

%)

of th

e u

nit e

mplo

yee’s

base s

ala

ry to their r

espective R

HS

P a

ccount.

3%

@55

Irvin

eN

o C

ity

contr

ibution. E

ach e

mplo

yee s

hall

contr

ibute

thre

e p

erc

ent (3

%)

of his

/her

base p

ay

tow

ard

s a

Volu

nta

ry E

mplo

yees’ B

eneficia

ry A

ssocia

tion (

VE

BA

) T

rust, w

hic

h

shall

be e

ntire

ly e

sta

blis

hed a

nd a

dm

inis

tere

d b

y th

e Irv

ine P

olic

e A

ssocia

tion.

3%

@50

Liv

erm

ore

Retire

ment H

ealth S

avin

gs (

RH

S)

Em

plo

yees r

eceiv

e c

ity

contr

ibution o

f 5%

base p

ay

into

account.

3%

@55

Page 3

of 5

Print D

ate

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 36: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorn

ey-

Clie

nt P

rivile

ge

Data

Effective O

cto

ber

2012

Cit

y o

f S

tockto

n

Su

mm

ary

of

Reti

ree H

ealt

h B

en

efi

ts &

Tie

rs

Po

lice A

gen

cy

Reti

ree M

ed

ical B

en

efi

tsR

eti

rem

en

t F

orm

ula

Modesto

For

em

plo

yees h

ired o

n o

r after

January

1, 2011, th

e C

ity

shall

contr

ibute

to a

Defined C

ontr

ibution r

etire

e m

edic

al benefit pla

n for

each e

ligib

le

em

plo

yee in the form

of a d

eposit into

a H

ealth R

eim

burs

em

ent A

rrangem

ent (H

RA

) account.

Initia

l C

ontr

ibution: O

n the first pay

period follo

win

g c

om

ple

tion o

f tw

o (

2)

·full

years

of continuous C

ity

serv

ice, re

gula

r fu

ll tim

e e

mplo

yees s

hall

receiv

e a

lum

p s

um

contr

ibution o

f $2,4

00 d

eposited into

an H

RA

account esta

blis

hed in their n

am

e. E

mplo

yees in r

egula

r positio

ns b

udgete

d less than e

ighty

(80)

hours

per

pay

period o

r jo

b-

share

d p

ositio

ns, shall

receiv

e a

pro

rate

d lum

p s

um

contr

ibution b

ased o

n their h

ours

work

ed.

Regula

r C

ity

Contr

ibution: A

fter

the initia

l contr

ibution (

defined a

bove)

is m

ade, th

e C

ity

shall

contr

ibute

$0.5

769 p

er

pay

sta

tus h

our

(no m

ore

than 8

0 h

ours

biw

eekly

), n

ot

inclu

din

g o

vert

ime, fo

r each e

ligib

le full

tim

e e

mplo

yee u

p to a

maxim

um

of $100.0

0 p

er

month

($46.1

5 p

er

pay

period)

for

full

tim

e e

mplo

yees. F

or

a full

tim

e e

mplo

yee, th

is

equate

s to a

maxim

um

of $1 ,200 p

er

year

after

the initia

l elig

ibili

ty p

eriod is m

et E

mplo

yees h

ired o

n o

r after

January

1, 2011 a

nd s

ubje

ct to

this

defined c

ontr

ibution p

lan

shall

not be e

ligib

le for

any

sic

k leave c

onvers

ion tow

ard

s r

etire

e m

edic

al pre

miu

ms o

f any

sort

The C

ity'

s c

ontr

ibution u

nder

this

section r

epre

sents

the e

ntire

contr

ibution

tow

ard

s e

mplo

yee r

etire

e m

edic

al.

3%

@50

Oakla

nd

No C

ity

contr

ibution.

3%

@55

Onta

rio

CIT

Y w

ill c

ontr

ibute

the m

inim

um

PE

RS

em

plo

yer

contr

ibution. D

uring c

ale

ndar

year

2012, th

e d

esig

nate

d m

inim

um

em

plo

yer

contr

ibution is $

112. T

he C

ity

als

o e

sta

blis

hed

an indiv

idual health r

eim

burs

em

ent account fo

r each e

mplo

yee a

nd c

ontr

ibute

s $

750/m

onth

during a

ctive e

mplo

yment.

3%

@55

Pom

ona

City

contr

ibute

s $

100 p

er

month

tow

ard

s r

etire

e m

edic

al.

3%

@55

Riv

ers

ide

Retire

e H

ealth Insura

nce F

und: C

ity

contr

ibute

s $

100 p

er

month

to this

fund.

3%

@50

Page 4

of 5

Print D

ate

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 37: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Attorn

ey-

Clie

nt P

rivile

ge

Data

Effective O

cto

ber

2012

Cit

y o

f S

tockto

n

Su

mm

ary

of

Reti

ree H

ealt

h B

en

efi

ts &

Tie

rs

Po

lice A

gen

cy

Reti

ree M

ed

ical B

en

efi

tsR

eti

rem

en

t F

orm

ula

Sacra

mento

Effective J

anuary

1, 2006, th

e m

axim

um

month

ly C

ity-

paid

health insura

nce c

ontr

ibution for

elig

ible

retire

es s

hall

be $

300 p

er

month

for

the r

etire

e o

nly

and $

365 p

er

month

for

the r

etire

e w

ith d

ependents

.

Em

plo

yees R

etiring O

n o

r A

fter

July

1, 1992

(1)

Except as p

rovid

ed b

elo

w, to

be e

ligib

le for

the C

ity

contr

ibution to

health insura

nce a

nd for

the C

ity-

paid

denta

l benefit fo

r re

tire

e o

nly

,

the e

mplo

yee m

ust re

tire

fro

m a

ctive s

erv

ice w

ith a

min

imum

of te

n

(10)

full

years

of C

ity

serv

ice for

a s

erv

ice o

r ord

inary

dis

abili

ty

retire

ment, a

nd a

ge 5

0.

(2)

Em

plo

yees r

etiring w

ith thirty

(30)

or

more

years

of serv

ice s

hall

be

elig

ible

for

the C

ity'

s h

ealth insura

nce c

ontr

ibution a

nd d

enta

l benefit

effective w

ith the d

ate

of re

tire

ment w

ithout re

gard

to a

ge.

(3)

The C

ity'

s c

ontr

ibution for

health insura

nce s

hall

be a

s follo

ws:

(a)

Em

plo

yees w

ith a

min

imum

ten (

10)

full

years

of serv

ice b

ut

less than fifte

en (

15)

full

years

of serv

ice s

hall

be e

ligib

le to a

maxim

um

of fifty

perc

ent (5

0%

) of th

e C

ity'

s m

axim

um

health

insura

nce c

ontr

ibution identified in s

ubsection (

a)

above.

(b)

Em

plo

yees w

ith a

min

imum

fifte

en (

15)

full

years

of serv

ice b

ut

less than tw

enty

(20)

full

years

of serv

ice s

hall

be e

ligib

le to a

maxim

um

of seventy

-fiv

e p

erc

ent (7

5%

) of th

e C

ity'

s m

axim

um

health insura

nce c

ontr

ibution identified in s

ubsection (

a)

above.

(c)

Em

plo

yees w

ith a

min

imum

of tw

enty

(20)

full

years

of serv

ice

shall

be e

ligib

le for

up to o

ne h

undre

d p

erc

ent (1

00%

) of th

e

City'

s m

axim

um

health insura

nce c

ontr

ibution identified in (

a)

above.

(4)

There

shall

be n

o e

ligib

ility

for

the C

ity'

s h

ealth insura

nce c

ontr

ibution

or

denta

l benefit if the e

mplo

yee e

lects

to take a

defe

rred r

etire

ment.

(5)

There

shall

be n

o C

ity-

paid

health insura

nce c

ontr

ibution o

r denta

l

benefit fo

r re

tire

es w

ith less than ten (

10)

full

years

of C

ity

retire

ment

serv

ice.

3%

@50

San B

ern

ard

ino

City

contr

ibute

s $

200/m

onth

to a

City

of S

an B

ern

ard

ino s

ponsore

d q

ualif

ied h

ealth p

lan.

3%

@55

San J

oaquin

County

Retire

d C

ounty

em

plo

yees c

an p

art

icip

ate

in the C

ounty

health p

lan a

t th

eir o

wn e

xpense. E

mplo

yees m

ay

ele

ct to

esta

blis

h a

sic

k leave c

onvers

ion c

redit a

ccount to

be

used for

the p

urc

hase o

f health c

overa

ge u

pon r

etire

ment. C

onvers

ion r

ate

is c

apped a

t $221.2

4/8

hrs

of sic

k leave. E

mplo

yees h

ired a

fter

8/2

7/0

1 d

o n

ot re

ceiv

e the s

ick

leave s

erv

ice c

redit.

3%

@50

Santa

Ana

City

of S

anta

Ana c

ontr

ibute

s 0

.75%

to R

etire

e M

edic

al S

ubsid

y.3%

@50

Page 5

of 5

Print D

ate

: 11/2

1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 38: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

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6-3

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Prin

t D

ate

: 1

1/2

1/2

01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 39: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

y-C

lient P

rivile

ge

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2012

Sto

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lic

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1/2

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01

2

Case 12-32118 Filed 02/15/13 Doc 716

Page 40: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

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Data

Effective O

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$12,0

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$19

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$2,0

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$10,5

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$345

$517

$296

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$112

$11,8

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$10,8

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$12,0

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Pri

nt

Date

: 11/2

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Case 12-32118 Filed 02/15/13 Doc 716

Page 41: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Att

orn

ey-C

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$12,0

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$2,1

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$9,1

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$10,7

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nt

Date

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1/2

012

Case 12-32118 Filed 02/15/13 Doc 716

Page 42: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Adm

inis

trat

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& S

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012

1P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 43: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Adm

inis

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Kais

er P

lan

A –

2012

.52

Kaise

r Pla

n B

– 14

51.5

4 HN

HM

O P

lan

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2202

.40

HN H

MO

Pla

n B

– 15

84.8

2 HN

PO

S –

2773

.42

HN C

A PP

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279

8.82

Com

posit

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te: 9

9.34

VS

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24.7

9

Lodi

Pa

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0% fo

r th

e lo

wes

t cos

t PE

RS H

MO

(K

aise

r)

Kais

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610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

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87.3

9 PE

RS C

are

– 10

29.2

3

Kais

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122

0.88

BS

Acc

ess –

142

2.20

BS

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Valu

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1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8 PE

RS C

are

– 20

58.4

6

Kais

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158

7.14

BS

Acc

ess –

184

8.86

BS

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Valu

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1590

.13

PERS

Cho

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– 14

92.7

9 PE

RS S

elec

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267.

21

PERS

Car

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2676

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Stan

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3.39

VS

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5

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: EE

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95.0

0 EE

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120

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EE

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– 15

61.0

4

BS A

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0 BS

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Valu

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611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Dent

al P

rem

ier –

122

.14

VSP

– 21

.56

Atto

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-Clie

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rivile

geD

ata

Effe

ctiv

e O

ctob

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012

2P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 44: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Adm

inis

trat

ive

& S

uppo

rt

Mod

esto

(C

afet

eria

Pla

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$62

1 fo

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$1

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Pr

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to

(Caf

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lan

of $

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850

for

ee+1

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$1

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fam

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, den

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617

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– 5

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– 6

27.6

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25 –

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– 1

310.

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78

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164

2.42

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156

0.06

HN

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– 1

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HN $

25 –

166

2.08

HN

PPO

$15

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307.

06

Delta

Den

tal D

PO–

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46

Delta

Den

tal P

MI–

62.

46

VSP

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.00

San

Joaq

uin

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ty

Sele

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– 95

3.85

Pr

emie

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953.

85

Kaise

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Sele

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32.0

2 Pr

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1432

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Kaise

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46

Sele

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lan

– 20

43.0

2 Pr

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2043

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Kaise

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Delta

Ort

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51.

70

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HC D

enta

l – 2

3.38

Vi

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– 5.

89

Trac

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afet

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Pla

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$99

6 or

11

23.5

1 fo

r Si

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, 179

4.45

, or

$11

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189

6.84

fo

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alth

, den

tal,

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HN P

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850

.51

HN H

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0 HN

HM

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HN P

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6.61

Ka

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532

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HN P

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170

1.03

HN

HM

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192

7.87

HN

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i) –

2025

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HN P

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– 13

68.7

4 Ka

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106

5.26

HN P

PO –

221

1.35

HN

HM

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250

6.21

HN

HM

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i) –

2633

.11

HN P

PO-H

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78.0

1 Ka

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138

4.80

Delta

Den

tal –

91.

59

Brig

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72

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Atto

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Effe

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3P

rint D

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11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 45: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Adm

inis

trat

ive

& S

uppo

rt

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

4P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 46: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Blue

Col

lar

Agen

cy/B

enef

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alth

Ins.

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$)

Heal

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Heal

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Anth

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350

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Anth

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C HM

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291

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Kaise

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253

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Anth

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C PP

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700

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Anth

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C HM

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582

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Kaise

r HM

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507

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1052

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Kais

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HM

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HN

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HN

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f hea

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of $

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r em

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d $2

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Valu

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611.

59

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r – 6

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4 PE

RS C

hoic

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574.

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974

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848.

86

BS N

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– 15

90.1

3 Ka

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158

7.14

PE

RS C

hoic

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1492

.79

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Sel

ect –

126

7.21

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Delta

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5P

rint D

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11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 47: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Blue

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lar

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1223

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0 PE

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8 PE

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6

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7.14

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BS N

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Effe

ctiv

e O

ctob

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012

6P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 48: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Blue

Col

lar

Mod

esto

(C

afet

eria

Pla

n of

$62

1 fo

r Si

ngle

and

$1

100

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er H

MO

– 5

97.9

0 Ka

iser H

DHP

– 43

3.76

An

them

BC

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8 An

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BC

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7.64

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522.

64

Kaise

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P –

1107

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Anth

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C HM

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58

Anth

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18

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MO

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64

Kaise

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of $

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Delta

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89

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y (C

ompo

site

Rate

of

$138

6.25

for

heal

th, d

enta

l &

visio

n)

Tota

l Mon

thly

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e:

1630

.00

Tota

l Mon

thly

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e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

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rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

7P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 49: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

DEPA

RTM

ENT

HEAD

S Ag

ency

/Ben

efit

Heal

th In

s. E

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alth

Ins.

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alth

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kton

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and

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and

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in H

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Bake

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Anth

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C PP

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350

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C HM

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291

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253

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700

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582

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507

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r HM

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eter

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lan

of $

1236

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for

heal

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l, an

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MO

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48

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925

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1309

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Kais

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MO

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6.55

Ka

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MO

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MO

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8

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223

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of $

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11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 50: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

DEPA

RTM

ENT

HEAD

S Fr

esno

(C

ompo

site

Rate

of $

788.

00

for h

ealth

, de

ntal

, and

vi

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15

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487

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98

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97

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rivile

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ata

Effe

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e O

ctob

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012

9P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 51: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

DEPA

RTM

ENT

HEAD

S M

ante

ca

City

pai

d Hl

th:

EE O

nly:

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86

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86

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Effe

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e O

ctob

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012

10P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 52: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

DEPA

RTM

ENT

HEAD

S Sa

linas

(P

ERS

Plan

s –

Pay

up to

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lan

of $

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l, an

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Sele

ct P

lan

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2 Pr

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afet

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n of

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11

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1 fo

r Si

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, 178

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, 16

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r he

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– 63

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170

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192

7.87

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i) –

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– 13

68.7

4 Ka

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106

5.26

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PO –

221

1.35

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HM

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250

6.21

HN

HM

O (H

i) –

2633

.11

HN P

PO-H

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– 18

78.0

1 Ka

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138

4.80

Delta

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tal –

91.

59

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ht N

ow –

71.

72

VSP

– 19

.21

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

11P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 53: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

DEPA

RTM

ENT

HEAD

S

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

12P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 54: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Fire

Ag

ency

/Ben

efit

Heal

th In

s. E

E($)

He

alth

Ins.

EE+

1($)

He

alth

Ins.

EE+

2($)

De

ntal

Ins.

EE+

2 ($

) Vi

sion

Ins.

EE+

2 ($

)

Stoc

kton

To

tal C

ontr

ibut

ion

for

Heal

th, D

enta

l, an

d Vi

sion:

481

.00

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 8

75.0

0

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 1

165.

00

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Alam

eda

CFD

(p

ay u

p to

Ka

iser R

ate)

Kais

er –

610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

elec

t – 4

87.3

9

Kais

er –

122

0.88

BS

Acc

ess –

142

2.20

BS

Net

Valu

e –

1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8

Kais

er –

158

7.14

BS

Acc

ess –

184

8.86

BS

Net

Valu

e –

1590

.13

PERS

Cho

ice

– 14

92.7

9 PE

RS S

elec

t – 1

267.

21

Delta

Den

tal P

PO +

Pr

emie

r – 1

23.8

8 De

lta D

enta

l PPO

+

Prem

ier S

upp

Plan

– 55

.84

Dela

tCar

e U

SA –

70.

92

Incl

uded

as p

art o

f hea

lth

Bake

rsfie

ld

Anth

em B

C PP

O –

350

.61

Anth

em B

C HM

O –

291

.20

Kaise

r HM

O –

253

.98

Anth

em B

C PP

O –

700

.18

Anth

em B

C HM

O –

582

.92

Kaise

r HM

O –

507

.91

Anth

em B

C PP

O –

1052

.76

Anth

em B

C HM

O –

853

.28

Kaise

r HM

O –

718

.68

MET

Life

PPO

– 1

11.9

1 Pa

cific

Uni

on N

P –

49.2

7 Pa

cific

Uni

on IP

– 5

5.06

For P

PO P

lans

– 1

1.01

Fo

r HM

O P

lans

– 7

.80

Fres

no

(Com

posit

e Ra

te o

f $78

8.00

fo

r hea

lth,

dent

al, a

nd

visio

n)

Heal

thN

et H

MO

– 9

85.0

0 He

alth

Net

HM

O –

985

.00

Heal

thN

et H

MO

– 9

85.0

0 In

clud

ed in

Com

posit

e Ra

te

Incl

uded

in C

ompo

site

Rate

Mod

esto

(C

afet

eria

Pla

n of

$67

5 fo

r ee

only

, $10

20 fo

r ee

+1an

d $1

300

for f

amily

for

heal

th, d

enta

l, an

d vi

sion)

BS A

cces

s – 7

04.6

9 Ka

iser –

616

.14

PERS

Cho

ice

– 55

9.25

PE

RS S

elec

t – 4

74.7

4 PE

RSCa

re –

100

2.53

BS A

cces

s – 1

409.

38

Kaise

r – 1

232.

28

PERS

Cho

ice

– 11

18.5

0 PE

RS S

elec

t – 9

49.4

8 PE

RSCa

re –

200

5.06

BS A

cces

s – 1

832.

19

Kaise

r – 1

601.

96

PERS

Cho

ice

– 14

54.0

5 PE

RS S

elec

t – 1

234.

32

PERS

Care

– 2

606.

58

Dent

al -

$112

.00

Visio

n –

$27.

00

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

13P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 55: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Fire

O

ntar

io

(City

pay

s $5

44.6

9 fo

r ee,

$1

079.

24 fo

r ee

+1, a

nd

$139

8.68

for

fam

ily fo

r he

alth

)

BS A

cces

s – 5

10.7

2 BS

Net

Valu

e –

439.

25

Kaise

r – 4

65.6

3 PE

RS C

hoic

e –

505.

63

PERS

Sel

ect –

429

.22

PERS

Care

– 9

06.3

9

BS A

cces

s – 1

021.

44

BS N

etVa

lue

– 87

8.50

Ka

iser –

931

.26

PERS

Cho

ice

– 10

11.2

6 PE

RS S

elec

t – 8

58.4

4 PE

RSCa

re –

181

2.78

BS A

cces

s – 1

327.

87

BS N

etVa

lue

– 11

42.0

5 Ka

iser –

121

0.64

PE

RS C

hoic

e –

1314

.64

PERS

Sel

ect –

111

5.97

PE

RSCa

re –

235

6.61

Delta

PM

I & D

PO -

$108

.34

Delta

DPO

Buy

Up

– $1

15.7

5

VSP

– $1

8.59

VS

P Bu

y U

p - $

32.8

1

Plea

sant

on

(City

pay

s $1

606.

62 fo

r fa

mily

for

heal

th)

N/A

N

/A

N/A

De

lta D

enta

l - $

151.

94

VSP

- $21

.99

Sac

Met

ro F

PD

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Dent

al -

$133

.64

Visi

on -

$18.

75

Sacr

amen

to

(Caf

eter

ia P

lan

of $

612

for

Sing

le, $

850

for

ee+1

, and

$1

200

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er $

15 –

617

.44

Kaise

r $25

– 5

86.4

8 HN

$15

– 6

54.0

8 HN

$25

– 6

27.6

4 HN

PPO

$15

– 8

64.3

8

Kais

er $

15 –

123

4.88

Ka

iser $

25 –

117

2.96

HN

$15

– 1

310.

32

HN $

25 –

125

7.32

HN

PPO

$15

– 1

728.

78

Kais

er $

15 –

164

2.42

Ka

iser $

25 –

156

0.06

HN

$15

– 1

732.

24

HN $

25 –

166

2.08

HN

PPO

$15

– 2

307.

06

Delta

Den

tal D

PO–

134.

46

Delta

Den

tal P

MI–

62.

46

VSP

– 20

.00

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

14P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 56: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Fire

Sa

n Be

rnar

dino

(C

afet

eria

Pla

n of

571

.66

for

Sing

le a

nd

$992

.56

for E

E +

Fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er –

468

.32

HN H

MO

– 4

79.2

7 HN

Low

Opt

PPO

– 7

20.3

9 HN

Hig

h O

pt P

PO -

1074

.25

Kais

er –

857

.03

HN H

MO

– 9

58.5

6 HN

Low

Op

PPO

– 1

440.

75

HN H

igh

Op

PPO

–21

48.3

7

Kais

er –

121

7.64

HN

HM

O –

124

6.11

HN

Low

Op

PPO

– 1

873.

90

HN H

igh

Op

PPO

–27

93.4

3

Delta

Den

tal –

117

.95

Delta

Care

– 3

8.95

Eye

Med

– 1

6.96

Trac

y (C

afet

eria

Pla

n of

$91

7.47

or

1137

.01

for

Sing

le, 1

790.

09,

1677

.58,

11

89.5

6, o

r 11

70.3

5 fo

r ee

+1, a

nd

$188

0.09

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

HN P

PO –

850

.51

HN H

MO

(Lo)

– 9

63.9

0 HN

HM

O (H

i) –

1012

.71

HN P

PO-H

DHP

– 63

6.61

Ka

iser –

532

.63

HN P

PO –

170

1.03

HN

HM

O (L

o) –

192

7.87

HN

HM

O (H

i) –

2025

.50

HN P

PO-H

DHP

– 13

68.7

4 Ka

iser –

106

5.26

HN P

PO –

221

1.35

HN

HM

O (L

o) –

250

6.21

HN

HM

O (H

i) –

2633

.11

HN P

PO-H

DHP

– 18

78.0

1 Ka

iser –

138

4.80

Delta

Den

tal –

91.

59

Brig

ht N

ow –

71.

72

VSP

– 19

.21

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

15P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 57: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Mid

-Man

agem

ent

Agen

cy/B

enef

it He

alth

Ins.

EE(

$)

Heal

th In

s. E

E+1(

$)

Heal

th In

s. E

E+2(

$)

Dent

al In

s. E

E+2

($)

Visi

on In

s. E

E+2

($)

Stoc

kton

To

tal C

ontr

ibut

ion

for

Heal

th, D

enta

l, an

d Vi

sion:

481

.00

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 8

75.0

0

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 1

165.

00

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Bake

rsfie

ld

Anth

em B

C PP

O –

350

.61

Anth

em B

C HM

O –

291

.20

Kaise

r HM

O –

253

.98

Anth

em B

C PP

O –

700

.18

Anth

em B

C HM

O –

582

.92

Kaise

r HM

O –

507

.91

Anth

em B

C PP

O –

1052

.76

Anth

em B

C HM

O –

853

.28

Kaise

r HM

O –

718

.68

MET

Life

PPO

– 1

11.9

1 Pa

cific

Uni

on N

P –

49.2

7 Pa

cific

Uni

on IP

– 5

5.06

For P

PO P

lans

– 1

1.01

Fo

r HM

O P

lans

– 7

.80

Chul

a Vi

sta

(Caf

eter

ia P

lan

of $

1119

.67

for

heal

th, d

enta

l, an

d vi

sion)

Aetn

a Fu

ll H

MO

– 5

48

Aetn

a O

AMC

- 856

Ae

tna

Valu

e HM

O –

506

Ka

iser H

MO

- 44

6

Aetn

a Fu

ll H

MO

– 1

097

Aetn

a O

AMC

- 171

0 Ae

tna

Valu

e HM

O –

101

1 Ka

iser H

MO

- 89

2

Aetn

a Fu

ll H

MO

– 1

371

Aetn

a O

AMC

- 213

7 Ae

tna

Valu

e HM

O –

126

5 Ka

iser H

MO

- 11

19

Aetn

a DM

O –

41

Aetn

a PP

O -

121

MES

Visi

on –

23

Fairf

ield

Ci

ty p

aid

Hlth

: EE

Onl

y: 4

62.6

8 EE

+1 –

925

.35

EE +

2 –

1309

.38

Kais

er H

MO

$10

– 60

6.55

Ka

iser H

MO

$15

– 5

07.5

3 HN

HM

O $

10 –

788

.93

HN H

MO

$15

– 6

96.3

7 HN

HM

O P

OS

– 12

48.2

8

Kais

er H

MO

$10

– 12

13.0

9 Ka

iser H

MO

$15

– 10

15.0

5 HN

HM

O $

10 –

157

7.86

HN

HM

O $

15 –

139

2.74

HN

HM

O P

OS

– 24

96.5

6

Kais

er H

MO

$10

– 17

16.5

2 Ka

iser H

MO

$15

– 14

36.3

0 HN

HM

O $

10 –

223

2.67

HN

HM

O $

15 –

197

0.73

HN

HM

O P

OS

– 35

32.6

3

Delta

Dnt

l Pre

mie

r- 5

5.39

De

lta C

are

– 55

.39

Incl

uded

as p

art o

f hea

lth

Frem

ont

(Caf

eter

ia P

lan

of $

1670

.13

for

heal

th, d

enta

l, an

d vi

sion)

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Delta

Den

tal –

160

.44

VSP

– 30

.20

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

16P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 58: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Mid

-Man

agem

ent

Fres

no

(Com

posit

e Ra

te o

f $78

8.00

fo

r hea

lth,

dent

al, a

nd

visio

n)

Heal

thN

et H

MO

– 9

85.0

0 He

alth

Net

HM

O –

985

.00

Heal

thN

et H

MO

– 9

85.0

0 In

clud

ed in

Com

posit

e Ra

te

Incl

uded

in C

ompo

site

Rate

Hayw

ard

(pay

up

to 2

nd

high

est P

ERS

Plan

– B

lue

Shie

ld)

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Delta

Den

tal –

168

.86

Uni

ted

Conc

ordi

a –6

0.95

VSP

– 22

.56

Live

rmor

e (C

afet

eria

Pla

n of

$16

88 fo

r he

alth

, den

tal,

and

visio

n)

Kais

er P

lan

A –

745.

38

Kaise

r Pla

n B

– 53

7.60

HN

HM

O P

lan

A –

814.

30

HN H

MO

Pla

n B

– 58

7.10

HN

PO

S –

956.

52

HN C

A PP

O –

948

.66

Kais

er P

lan

A –

1490

.76

Kaise

r Pla

n B

– 10

75.2

0 HN

HM

O P

lan

A –

1630

.10

HN H

MO

Pla

n B

– 11

75.6

2 HN

PO

S –

1912

.76

HN C

A PP

O –

203

9.76

Kais

er P

lan

A –

2012

.52

Kaise

r Pla

n B

– 14

51.5

4 HN

HM

O P

lan

A –

2202

.40

HN H

MO

Pla

n B

– 15

84.8

2 HN

PO

S –

2773

.42

HN C

A PP

O –

279

8.82

Com

posit

e Ra

te: 9

9.34

VS

P –

24.7

9

Lodi

Pa

y 10

0% fo

r th

e lo

wes

t cos

t PE

RS H

MO

(K

aise

r)

Kais

er –

610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

elec

t – 4

87.3

9 PE

RS C

are

– 10

29.2

3

Kais

er –

122

0.88

BS

Acc

ess –

142

2.20

BS

Net

Valu

e –

1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8 PE

RS C

are

– 20

58.4

6

Kais

er –

158

7.14

BS

Acc

ess –

184

8.86

BS

Net

Valu

e –

1590

.13

PERS

Cho

ice

– 14

92.7

9 PE

RS S

elec

t – 1

267.

21

PERS

Car

e –

2676

.00

Stan

isla

us D

enta

l – 8

3.39

VS

P –

14.3

5

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

17P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 59: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Mid

-Man

agem

ent

Man

teca

Ci

ty p

aid

Hlth

: EE

Onl

y: 6

82.9

3 EE

+1 –

132

0.86

EE

+2

– 17

60.6

2

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Dent

al P

rem

ier –

122

.14

VSP

– 21

.56

Mod

esto

(C

afet

eria

Pla

n of

$62

1 fo

r Si

ngle

and

$1

100

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

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MO

– 5

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0 Ka

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DHP

– 43

3.76

An

them

BC

HMO

– 8

60.8

8 An

them

BC

HDHP

– 53

7.64

Kais

er H

MO

– 1

522.

64

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r HDH

P –

1107

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Anth

em B

C HM

O–2

188.

58

Anth

em B

C HD

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18

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er H

MO

– 1

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64

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r HDH

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18

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uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Rive

rsid

e Ci

ty p

aid

Hlth

: EE

Onl

y: 7

06

EE+1

– 8

06

EE +

2 –

1006

BC H

MO

Pre

frd

– 70

6.00

BC

PPO

– 7

06.0

0 BC

HM

O S

td –

706

.00

Kaise

r Pre

frd

– 70

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Ka

iser S

td –

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Kaise

r Val

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0 Ka

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alue

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BC H

MO

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frd

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0 BC

PPO

– 1

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22

BC H

MO

Std

– 1

339.

32

Kaise

r Pre

frd

– 12

70.3

0 Ka

iser S

td –

113

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Ka

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– 1

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e H

MO

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00

Delta

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dvan

tage

– 4

5.00

Incl

uded

as p

art o

f hea

lth

Sacr

amen

to

(Caf

eter

ia P

lan

of $

612

for

Sing

le, $

850

for

ee+1

, and

$1

200

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er $

15 –

617

.44

Kaise

r $25

– 5

86.4

8 HN

$15

– 6

54.0

8 HN

$25

– 6

27.6

4 HN

PPO

$15

– 8

64.3

8

Kais

er $

15 –

123

4.88

Ka

iser $

25 –

117

2.96

HN

$15

– 1

310.

32

HN $

25 –

125

7.32

HN

PPO

$15

– 1

728.

78

Kais

er $

15 –

164

2.42

Ka

iser $

25 –

156

0.06

HN

$15

– 1

732.

24

HN $

25 –

166

2.08

HN

PPO

$15

– 2

307.

06

Delta

Den

tal D

PO–

134.

46

Delta

Den

tal P

MI–

62.

46

VSP

– 20

.00

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

18P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 60: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Mid

-Man

agem

ent

Salin

as

(PER

S Pl

ans –

Pa

y up

to P

ERS

Choi

ce)

PERS

Cho

ice

– 55

9.25

PE

RS C

are

– 10

02.5

3 PE

RS S

elec

t – 4

74.7

4 Ka

iser –

616

.14

Blue

Shi

eld

– 70

4.69

PERS

Cho

ice

– 11

18.5

0 PE

RS C

are

– 20

05.0

6 PE

RS S

elec

t – 9

49.4

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iser –

123

2.28

Bl

ue S

hiel

d –

1409

.38

PERS

Cho

ice

– 14

54.0

5 PE

RS C

are

– 26

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8 PE

RS S

elec

t – 1

234.

32

Kaise

r – 1

601.

96

Blue

Shi

eld

– 18

32.1

9

Delta

Den

tal –

150

.94

MES

– 1

6.50

San

Bern

ardi

no

(Caf

eter

ia P

lan

of 4

69.2

5 fo

r Si

ngle

and

$7

92.1

5 fo

r EE

+ Fa

mily

for

heal

th, d

enta

l, an

d vi

sion)

Kais

er –

468

.32

HN H

MO

– 4

79.2

7 HN

Low

Opt

PPO

– 7

20.3

9 HN

Hig

h O

pt P

PO -

1074

.25

Kais

er –

857

.03

HN H

MO

– 9

58.5

6 HN

Low

Op

PPO

– 1

440.

75

HN H

igh

Op

PPO

–21

48.3

7

Kais

er –

121

7.64

HN

HM

O –

124

6.11

HN

Low

Op

PPO

– 1

873.

90

HN H

igh

Op

PPO

–27

93.4

3

Delta

Den

tal –

117

.95

Delta

Care

– 3

8.95

Eye

Med

– 1

6.96

San

Joaq

uin

Coun

ty

(Caf

eter

ia P

lan

of $

2100

.61

for

heal

th, d

enta

l, an

d vi

sion)

Sele

ct P

lan

– 11

92.3

2 Pr

emie

r Pla

n –

1291

.98

Kaise

r – 6

36.5

2

Sele

ct P

lan

– 17

90.0

4 Pr

emie

r Pla

n –

1940

.32

Kaise

r – 1

273.

07

Sele

ct P

lan

– 25

53.7

9 Pr

emie

r Pla

n –

2768

.20

Kaise

r – 1

801.

39

Delta

Ort

ho –

51.

70

Paci

fic D

enta

l – 2

3.38

Vi

sion

– 5.

89

Trac

y (C

afet

eria

Pla

n of

$99

6,

1074

.70,

or

1123

.51

for

Sing

le, 1

787.

70,

1611

.28,

11

76.0

6, o

r 11

56.8

5 fo

r ee

+1, a

nd

HN P

PO –

850

.51

HN H

MO

(Lo)

– 9

63.9

0 HN

HM

O (H

i) –

1012

.71

HN P

PO-H

DHP

– 63

6.61

Ka

iser –

532

.63

HN P

PO –

170

1.03

HN

HM

O (L

o) –

192

7.87

HN

HM

O (H

i) –

2025

.50

HN P

PO-H

DHP

– 13

68.7

4 Ka

iser –

106

5.26

HN P

PO –

221

1.35

HN

HM

O (L

o) –

250

6.21

HN

HM

O (H

i) –

2633

.11

HN P

PO-H

DHP

– 18

78.0

1 Ka

iser –

138

4.80

Delta

Den

tal –

91.

59

Brig

ht N

ow –

71.

72

VSP

– 19

.21

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

19P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 61: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Mid

-Man

agem

ent

$165

5.03

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

20P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 62: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Polic

e Ag

ency

/Ben

efit

Heal

th In

s. E

E($)

He

alth

Ins.

EE+

1($)

He

alth

Ins.

EE+

2($)

De

ntal

Ins.

EE+

2 ($

) Vi

sion

Ins.

EE+

2 ($

)

Stoc

kton

To

tal C

ontr

ibut

ion

for

Heal

th, D

enta

l, an

d Vi

sion:

481

.00

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 8

75.0

0

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 1

165.

00

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Anah

eim

(C

ity p

ays

$495

.56

for e

e,

$997

.63

for

ee+1

, and

$1

402.

79 fo

r fa

mily

for

heal

th &

visi

on)

Aetn

a HM

O –

551

.94

Kaise

r – 4

08.9

3

Aetn

a HM

O –

110

6.15

Ka

iser –

817

.85

Aetn

a HM

O –

156

4.53

Ka

iser –

115

7.25

Delta

Care

USA

– 3

7.53

De

lta D

enta

l Pla

n (P

PO)

148.

07

Incl

uded

as p

art o

f hea

lth

Bake

rsfie

ld

Anth

em B

C PP

O –

350

.61

Anth

em B

C HM

O –

291

.20

Kaise

r HM

O –

253

.98

Anth

em B

C PP

O –

700

.18

Anth

em B

C HM

O –

582

.92

Kaise

r HM

O –

507

.91

Anth

em B

C PP

O –

1052

.76

Anth

em B

C HM

O –

853

.28

Kaise

r HM

O –

718

.68

MET

Life

PPO

– 1

11.9

1 Pa

cific

Uni

on N

P –

49.2

7 Pa

cific

Uni

on IP

– 5

5.06

For P

PO P

lans

– 1

1.01

Fo

r HM

O P

lans

– 7

.80

Chul

a Vi

sta

City

pay

s $4

98.0

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ee,

$1

047

for e

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an

d $1

321

for

fam

ily fo

r he

alth

Aetn

a Fu

ll H

MO

– 5

48

Aetn

a O

AMC

- 856

Ae

tna

Valu

e HM

O –

506

Ka

iser H

MO

- 44

6

Aetn

a Fu

ll H

MO

– 1

097

Aetn

a O

AMC

- 171

0 Ae

tna

Valu

e HM

O –

101

1 Ka

iser H

MO

- 89

2

Aetn

a Fu

ll H

MO

– 1

371

Aetn

a O

AMC

- 213

7 Ae

tna

Valu

e HM

O –

126

5 Ka

iser H

MO

- 11

19

Aetn

a DM

O –

41

Aetn

a PP

O -

121

MES

Visi

on –

23

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

21P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 63: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Polic

e Fr

emon

t (C

afet

eria

Pla

n of

$15

80.0

0 fo

r he

alth

, den

tal,

and

visio

n)

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Delta

Den

tal –

131

.76

Prov

ided

thro

ugh

Asso

ciat

ion

Fres

no

(Com

posit

e Ra

te o

f $78

8.00

fo

r hea

lth,

dent

al, a

nd

visio

n)

Heal

thN

et H

MO

– 9

85.0

0 He

alth

Net

HM

O –

985

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thN

et H

MO

– 9

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clud

ed in

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posit

e Ra

te

Incl

uded

in C

ompo

site

Rate

Gle

ndal

e PB

PPO

– 3

33.5

3 CA

Car

e HM

O –

293

.10

Kaise

r HM

O –

294

.56

PB P

PO –

852

.57

CA C

are

HMO

– 6

11.1

9 Ka

iser H

MO

– 5

87.5

9

PB P

PO –

120

6.51

CA

Car

e HM

O –

875

.24

Kaise

r HM

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832

.60

PPO

–DB

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2 PP

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In

clud

ed a

s par

t of h

ealth

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e (C

afet

eria

Pla

n of

$69

4.04

for

Sing

le, $

754.

04

for e

e+1

and

$106

4.31

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er –

402

.05

Blue

Shi

eld

HMO

– 4

30.7

5 Bl

ue S

hiel

d PP

O –

623

.15

Kais

er –

763

.89

Blue

Shi

eld

HMO

– 9

04.5

8 Bl

ue S

hiel

d PP

O –

130

8.65

Kais

er –

116

5.95

Bl

ue S

hiel

d HM

O–1

291.

82

Blue

Shi

eld

PPO

– 1

869.

45

Dent

al C

are–

36.

31

Dent

al G

uard

– 1

91.7

3 VS

P –

23.5

4

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

22P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 64: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Polic

e Li

verm

ore

(Caf

eter

ia P

lan

of $

1524

for

heal

th, d

enta

l, an

d vi

sion)

Kais

er P

lan

A –

745.

38

Kaise

r Pla

n B

– 53

7.60

HN

HM

O P

lan

A –

814.

30

HN H

MO

Pla

n B

– 58

7.10

HN

PO

S –

956.

52

HN C

A PP

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948

.66

Kais

er P

lan

A –

1490

.76

Kaise

r Pla

n B

– 10

75.2

0 HN

HM

O P

lan

A –

1630

.10

HN H

MO

Pla

n B

– 11

75.6

2 HN

PO

S –

1912

.76

HN C

A PP

O –

203

9.76

Kais

er P

lan

A –

2012

.52

Kaise

r Pla

n B

– 14

51.5

4 HN

HM

O P

lan

A –

2202

.40

HN H

MO

Pla

n B

– 15

84.8

2 HN

PO

S –

2773

.42

HN C

A PP

O –

279

8.82

Com

posit

e Ra

te: 9

9.34

VS

P –

24.7

9

Mod

esto

(C

afet

eria

Pla

n of

$62

1 fo

r Si

ngle

and

$1

100

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er H

MO

– 5

97.9

0 Ka

iser H

DHP

– 43

3.76

An

them

BC

HMO

– 8

60.8

8 An

them

BC

HDHP

– 53

7.64

Kais

er H

MO

– 1

522.

64

Kaise

r HDH

P –

1107

.36

Anth

em B

C HM

O–2

188.

58

Anth

em B

C HD

HP-1

370.

18

Kais

er H

MO

– 1

522.

64

Kaise

r HDH

P –

1107

.36

Anth

em B

C HM

O–2

188.

58

Anth

em B

C HD

HP-1

370.

18

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Oak

land

(p

ay 1

00%

of

Kaise

r PER

S Pl

an

Kais

er –

610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

elec

t – 4

87.3

9

Kais

er –

122

0.88

BS

Acc

ess –

142

2.20

BS

Net

Valu

e –

1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8

Kais

er –

158

7.14

BS

Acc

ess –

184

8.86

BS

Net

Valu

e –

1590

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PERS

Cho

ice

– 14

92.7

9 PE

RS S

elec

t – 1

267.

21

Dent

al –

136

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Ont

ario

(C

ity p

ays

$465

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for e

e,

$931

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r fa

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for

heal

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BS A

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2 BS

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e –

439.

25

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r – 4

65.6

3 PE

RS C

hoic

e –

505.

63

PERS

Sel

ect –

429

.22

PERS

Care

– 9

06.3

9

BS A

cces

s – 1

021.

44

BS N

etVa

lue

– 87

8.50

Ka

iser –

931

.26

PERS

Cho

ice

– 10

11.2

6 PE

RS S

elec

t – 8

58.4

4 PE

RSCa

re –

181

2.78

BS A

cces

s – 1

327.

87

BS N

etVa

lue

– 11

42.0

5 Ka

iser –

121

0.64

PE

RS C

hoic

e –

1314

.64

PERS

Sel

ect –

111

5.97

PE

RSCa

re –

235

6.61

Delta

PM

I & D

PO -

$108

.34

Delta

DPO

Buy

Up

– $1

15.7

5

VSP

– $1

8.59

VS

P Bu

y U

p - $

32.8

1

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

23P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 65: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Polic

e Po

mon

a (C

afet

eria

Pla

n of

$70

0 fo

r he

alth

, den

tal,

and

visio

n)

BS N

et V

al H

MO

–439

.25

BS A

cces

s HM

O –

510

.72

Kaise

r – 4

65.6

3 PE

RS S

elec

t PPO

– 4

29.2

2 PE

RS C

hoic

e PP

O –

505

.63

PERS

Care

PPO

– 9

06.3

9 PO

RAC

– 57

2.08

BS N

et V

al H

MO

– 8

78.5

0 BS

Acc

ess H

MO

– 1

021.

44

Kaise

r – 9

31.2

6 PE

RS S

elec

t PPO

- 8

58.4

4 PE

RS C

hoic

e PP

O 1

011.

26

PERS

Care

PPO

– 1

812.

78

PORA

C –

986.

63

BS N

et V

al H

MO

–11

42.0

5 BS

Acc

ess H

MO

– 1

327.

87

Kaise

r – 1

210.

64

PERS

Sel

ect P

PO -1

115.

97

PERS

Cho

ice

PPO

-131

4.64

PE

RSCa

re P

PO –

235

6.61

PO

RAC

– 12

53.4

4

Dent

al –

75.

00

Rive

rsid

e (C

afet

eria

Pla

n of

$48

0 fo

r Si

ngle

, $85

0 fo

r ee

+1 a

nd $

1122

fo

r fam

ily fo

r he

alth

and

de

ntal

)

BC H

MO

Pre

frd

– 50

0.84

BC

PPO

– 7

03.5

8 BC

HM

O S

td –

479

.64

BC H

MO

Val

ue –

419

.98

Kaise

r Pre

frd

– 50

3.15

Ka

iser S

td –

457

.40

Kaise

r Val

ue –

413

.91

BC H

MO

Pre

frd

– 10

09.8

2 BC

PPO

– 1

403.

38

BC H

MO

Std

– 9

66.8

8 BC

HM

O V

alue

– 8

45.7

8 Ka

iser P

refr

d –

947.

01

Kaise

r Std

– 8

83.9

9 Ka

iser V

alue

– 7

99.6

0

BC H

MO

Pre

frd

– 13

98.6

0 BC

PPO

– 1

794.

22

BC H

MO

Std

– 1

339.

32

BC H

MO

Val

ue –

117

1.58

Ka

iser P

refr

d –

1270

.29

Kaise

r Std

– 1

131.

79

Kaise

r Val

ue –

108

4.04

Delta

Car

e HM

O- 4

1.92

De

lta D

PO –

168

.18

Loca

l Adv

anta

ge –

168

.18

Incl

uded

as p

art o

f hea

lth

Sacr

amen

to

(Caf

eter

ia P

lan

of $

612

for

Sing

le, $

850

for

ee+1

, and

$1

200

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er $

15 –

617

.44

Kaise

r $25

– 5

86.4

8 HN

$15

– 6

54.0

8 HN

$25

– 6

27.6

4 HN

PPO

$15

– 8

64.3

8

Kais

er $

15 –

123

4.88

Ka

iser $

25 –

117

2.96

HN

$15

– 1

310.

32

HN $

25 –

125

7.32

HN

PPO

$15

– 1

728.

78

Kais

er $

15 –

164

2.42

Ka

iser $

25 –

156

0.06

HN

$15

– 1

732.

24

HN $

25 –

166

2.08

HN

PPO

$15

– 2

307.

06

Delta

Den

tal D

PO–

134.

46

Delta

Den

tal P

MI–

62.

46

VSP

– 20

.00

San

Bern

ardi

no

(Caf

eter

ia P

lan

of 5

84.1

5 fo

r Si

ngle

and

$9

83.1

9 fo

r EE

+ Fa

mily

for

heal

th, d

enta

l,

Kais

er –

468

.32

HN H

MO

– 4

79.2

7 HN

Low

Opt

PPO

– 7

20.3

9 HN

Hig

h O

pt P

PO -

1074

.25

Kais

er –

857

.03

HN H

MO

– 9

58.5

6 HN

Low

Op

PPO

– 1

440.

75

HN H

igh

Op

PPO

–21

48.3

7

Kais

er –

121

7.64

HN

HM

O –

124

6.11

HN

Low

Op

PPO

– 1

873.

90

HN H

igh

Op

PPO

–27

93.4

3

Delta

Den

tal –

117

.95

Delta

Care

– 3

8.95

Eye

Med

– 1

6.96

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

24P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 66: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Polic

e an

d vi

sion)

Sa

n Jo

aqui

n Co

unty

Sele

ct P

lan

– 95

3.85

Pr

emie

r Pla

n –

953.

85

Kaise

r – 5

09.2

1

Sele

ct P

lan

– 14

32.0

2 Pr

emie

r Pla

n –

1432

.02

Kaise

r – 1

018.

46

Sele

ct P

lan

– 20

43.0

2 Pr

emie

r Pla

n –

2043

.02

Kaise

r – 1

441.

12

Delta

Ort

ho –

51.

70

Uni

ted

HC D

enta

l – 2

3.38

Vi

sion

– 5.

89

Sant

a An

a (C

afet

eria

Pla

n of

$10

87.2

4 fo

r he

alth

, den

tal,

and

visio

n)

BS A

cces

s HM

O –

583

.60

BS N

et V

alue

–501

.93

Kaise

r – 5

12.7

6 PE

RS C

hoic

e PP

O –

526

.19

PERS

Sel

ect P

PO –

446

.68

PERS

Care

PPO

– 9

43.2

6

BS A

cces

s HM

O –

116

7.20

BS

Net

Val

ue–1

003.

86

Kaise

r – 1

025.

52

PERS

Cho

ice

PPO

–105

2.38

PE

RS S

elec

t – 8

93.3

6 PE

RSCa

re P

PO –

188

6.52

BS A

cces

s HM

O –

151

7.36

BS

Net

Val

ue–1

305.

02

Kaise

r – 1

333.

18

PERS

Cho

ice

PPO

–136

8.09

PE

RS S

elec

t PPO

–11

61.3

7 PE

RSCa

re P

PO –

245

2.48

Dent

al –

90.

00

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

25P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 67: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Prof

essi

onal

Ag

ency

/Ben

efit

Heal

th In

s. E

E($)

He

alth

Ins.

EE+

1($)

He

alth

Ins.

EE+

2($)

De

ntal

Ins.

EE+

2 ($

) Vi

sion

Ins.

EE+

2 ($

)

Stoc

kton

To

tal C

ontr

ibut

ion

for

Heal

th, D

enta

l, an

d Vi

sion:

481

.00

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 8

75.0

0

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 1

165.

00

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Bake

rsfie

ld

Anth

em B

C PP

O –

350

.61

Anth

em B

C HM

O –

291

.20

Kaise

r HM

O –

253

.98

Anth

em B

C PP

O –

700

.18

Anth

em B

C HM

O –

582

.92

Kaise

r HM

O –

507

.91

Anth

em B

C PP

O –

1052

.76

Anth

em B

C HM

O –

853

.28

Kaise

r HM

O –

718

.68

MET

Life

PPO

– 1

11.9

1 Pa

cific

Uni

on N

P –

49.2

7 Pa

cific

Uni

on IP

– 5

5.06

For P

PO P

lans

– 1

1.01

Fo

r HM

O P

lans

– 7

.80

Fairf

ield

Ci

ty p

aid

Hlth

: EE

Onl

y: 4

62.6

8 EE

+1 –

925

.35

EE +

2 –

1309

.38

Kais

er H

MO

$10

– 60

6.55

Ka

iser H

MO

$15

– 5

07.5

3 HN

HM

O $

10 –

788

.93

HN H

MO

$15

– 6

96.3

7 HN

HM

O P

OS

– 12

48.2

8

Kais

er H

MO

$10

– 12

13.0

9 Ka

iser H

MO

$15

– 10

15.0

5 HN

HM

O $

10 –

157

7.86

HN

HM

O $

15 –

139

2.74

HN

HM

O P

OS

– 24

96.5

6

Kais

er H

MO

$10

– 17

16.5

2 Ka

iser H

MO

$15

– 14

36.3

0 HN

HM

O $

10 –

223

2.67

HN

HM

O $

15 –

197

0.73

HN

HM

O P

OS

– 35

32.6

3

Delta

Dnt

l Pre

mie

r- 5

5.39

De

lta C

are

– 55

.39

Incl

uded

as p

art o

f hea

lth

Frem

ont

(Caf

eter

ia P

lan

of

$167

0.13

for

heal

th, d

enta

l, an

d vi

sion)

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Delta

Den

tal –

160

.44

VSP

– 30

.20

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

26P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 68: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Prof

essi

onal

Fr

esno

(C

ompo

site

Rate

of

$78

8.00

for

heal

th, d

enta

l, an

d vi

sion)

Heal

thN

et H

MO

– 9

85.0

0 He

alth

Net

HM

O –

985

.00

Heal

thN

et H

MO

– 9

85.0

0 In

clud

ed in

Com

posit

e Ra

te

Incl

uded

in C

ompo

site

Rate

Hayw

ard

(pay

up

to 2

nd

high

est P

ERS

Plan

– B

lue

Shie

ld)

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Delta

Den

tal –

168

.86

Uni

ted

Conc

ordi

a –6

0.95

VSP

– 22

.56

Live

rmor

e (C

afet

eria

Pla

n of

$1

688

for h

ealth

, de

ntal

, and

vi

sion)

Kais

er P

lan

A –

745.

38

Kaise

r Pla

n B

– 53

7.60

HN

HM

O P

lan

A –

814.

30

HN H

MO

Pla

n B

– 58

7.10

HN

PO

S –

956.

52

HN C

A PP

O –

948

.66

Kais

er P

lan

A –

1490

.76

Kaise

r Pla

n B

– 10

75.2

0 HN

HM

O P

lan

A –

1630

.10

HN H

MO

Pla

n B

– 11

75.6

2 HN

PO

S –

1912

.76

HN C

A PP

O –

203

9.76

Kais

er P

lan

A –

2012

.52

Kaise

r Pla

n B

– 14

51.5

4 HN

HM

O P

lan

A –

2202

.40

HN H

MO

Pla

n B

– 15

84.8

2 HN

PO

S –

2773

.42

HN C

A PP

O –

279

8.82

Com

posit

e Ra

te: 9

9.34

VS

P –

24.7

9

Lodi

Pa

y 10

0% fo

r the

lo

wes

t cos

t PER

S HM

O (K

aise

r)

Kais

er –

610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

elec

t – 4

87.3

9 PE

RS C

are

– 10

29.2

3

Kais

er –

122

0.88

BS

Acc

ess –

142

2.20

BS

Net

Valu

e –

1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8 PE

RS C

are

– 20

58.4

6

Kais

er –

158

7.14

BS

Acc

ess –

184

8.86

BS

Net

Valu

e –

1590

.13

PERS

Cho

ice

– 14

92.7

9 PE

RS S

elec

t – 1

267.

21

PERS

Car

e –

2676

.00

Stan

isla

us D

enta

l – 8

3.39

VS

P –

14.3

5

Man

teca

Ci

ty p

aid

Hlth

: EE

Onl

y: 6

95.0

0 EE

+1 –

120

2.34

EE

+2

– 15

61.0

4

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

Dent

al P

rem

ier –

122

.14

VSP

– 21

.56

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

27P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 69: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Prof

essi

onal

PE

RS C

are

– 20

58.4

6 PE

RS C

are

– 26

76.0

0

Mod

esto

(C

afet

eria

Pla

n of

$6

21 fo

r Sin

gle

and

$110

0 fo

r fa

mily

for h

ealth

, de

ntal

, and

vi

sion)

Kais

er H

MO

– 5

97.9

0 Ka

iser H

DHP

– 43

3.76

An

them

BC

HMO

– 8

60.8

8 An

them

BC

HDHP

– 53

7.64

Kais

er H

MO

– 1

522.

64

Kaise

r HDH

P –

1107

.36

Anth

em B

C HM

O–

2188

.58

Anth

em B

C HD

HP-

1370

.18

Kais

er H

MO

– 1

522.

64

Kaise

r HDH

P –

1107

.36

Anth

em B

C HM

O–

2188

.58

Anth

em B

C HD

HP-

1370

.18

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Sacr

amen

to

(Caf

eter

ia P

lan

of

$612

for S

ingl

e,

$850

for e

e+1,

an

d $1

200

for

fam

ily fo

r hea

lth,

dent

al, a

nd

visio

n)

Kais

er $

15 –

617

.44

Kaise

r $25

– 5

86.4

8 HN

$15

– 6

54.0

8 HN

$25

– 6

27.6

4 HN

PPO

$15

– 8

64.3

8

Kais

er $

15 –

123

4.88

Ka

iser $

25 –

117

2.96

HN

$15

– 1

310.

32

HN $

25 –

125

7.32

HN

PPO

$15

– 1

728.

78

Kais

er $

15 –

164

2.42

Ka

iser $

25 –

156

0.06

HN

$15

– 1

732.

24

HN $

25 –

166

2.08

HN

PPO

$15

– 2

307.

06

Delta

Den

tal D

PO–

134.

46

Delta

Den

tal P

MI–

62.

46

VSP

– 20

.00

San

Joaq

uin

Coun

ty

Sele

ct P

lan

– 95

3.85

Pr

emie

r Pla

n –

953.

85

Kaise

r – 5

09.2

1

Sele

ct P

lan

– 14

32.0

2 Pr

emie

r Pla

n –

1432

.02

Kaise

r – 1

018.

46

Sele

ct P

lan

– 20

43.0

2 Pr

emie

r Pla

n –

2043

.02

Kaise

r – 1

441.

12

Delta

Ort

ho –

51.

70

Uni

ted

HC D

enta

l – 2

3.38

Vi

sion

– 5.

89

Trac

y (C

afet

eria

Pla

n of

99

6, 1

074.

70, o

r 11

23.5

1 - S

ingl

e,

1787

.70,

1611

.28,

11

76.0

6,

1156

.85,

or

1065

.26

for e

e+1

& 1

896.

84 fo

r fa

mily

for h

ealth

,

HN P

PO –

850

.51

HN H

MO

(Lo)

– 9

63.9

0 HN

HM

O (H

i) –

1012

.71

HN P

PO-H

DHP

– 63

6.61

Ka

iser –

532

.63

HN P

PO –

170

1.03

HN

HM

O (L

o) –

192

7.87

HN

HM

O (H

i) –

2025

.50

HN P

PO-H

DHP

– 13

68.7

4 Ka

iser –

106

5.26

HN P

PO –

221

1.35

HN

HM

O (L

o) –

250

6.21

HN

HM

O (H

i) –

2633

.11

HN P

PO-H

DHP

– 18

78.0

1 Ka

iser –

138

4.80

Delta

Den

tal –

91.

59

Brig

ht N

ow –

71.

72

VSP

– 19

.21

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

28P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 70: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Prof

essi

onal

de

ntal

, & v

ision

)

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

29P

rint D

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 71: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Tech

nica

l Ag

ency

/Ben

efit

Heal

th In

s. E

E($)

He

alth

Ins.

EE+

1($)

He

alth

Ins.

EE+

2($)

De

ntal

Ins.

EE+

2 ($

) Vi

sion

Ins.

EE+

2 ($

)

Stoc

kton

To

tal C

ontr

ibut

ion

for

Heal

th, D

enta

l, an

d Vi

sion:

481

.00

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 8

75.0

0

Tota

l Con

trib

utio

n fo

r He

alth

, Den

tal,

and

Visio

n: 1

165.

00

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Bake

rsfie

ld

Anth

em B

C PP

O –

350

.61

Anth

em B

C HM

O –

291

.20

Kaise

r HM

O –

253

.98

Anth

em B

C PP

O –

700

.18

Anth

em B

C HM

O –

582

.92

Kaise

r HM

O –

507

.91

Anth

em B

C PP

O –

1052

.76

Anth

em B

C HM

O –

853

.28

Kaise

r HM

O –

718

.68

MET

Life

PPO

– 1

11.9

1 Pa

cific

Uni

on N

P –

49.2

7 Pa

cific

Uni

on IP

– 5

5.06

For P

PO P

lans

– 1

1.01

Fo

r HM

O P

lans

– 7

.80

Fairf

ield

Ci

ty p

aid

Hlth

: EE

Onl

y: 4

62.6

8 EE

+1 –

925

.35

EE +

2 –

1309

.38

Kais

er H

MO

$10

– 60

6.55

Ka

iser H

MO

$15

– 5

07.5

3 HN

HM

O $

10 –

788

.93

HN H

MO

$15

– 6

96.3

7 HN

HM

O P

OS

– 12

48.2

8

Kais

er H

MO

$10

– 12

13.0

9 Ka

iser H

MO

$15

– 10

15.0

5 HN

HM

O $

10 –

157

7.86

HN

HM

O $

15 –

139

2.74

HN

HM

O P

OS

– 24

96.5

6

Kais

er H

MO

$10

– 17

16.5

2 Ka

iser H

MO

$15

– 14

36.3

0 HN

HM

O $

10 –

223

2.67

HN

HM

O $

15 –

197

0.73

HN

HM

O P

OS

– 35

32.6

3

Delta

Dnt

l Pre

mie

r- 5

5.39

De

lta C

are

– 55

.39

Incl

uded

as p

art o

f hea

lth

Frem

ont

(Caf

eter

ia P

lan

of $

1638

for

heal

th, d

enta

l, an

d vi

sion)

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Delta

Den

tal –

152

.48

VSP

– 30

.20

Fres

no

(Com

posit

e Ra

te o

f $78

8.00

fo

r hea

lth,

dent

al, a

nd

visio

n)

Heal

thN

et H

MO

– 9

85.0

0 He

alth

Net

HM

O –

985

.00

Heal

thN

et H

MO

– 9

85.0

0 In

clud

ed in

Com

posit

e Ra

te

Incl

uded

in C

ompo

site

Rate

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

30P

rint D

ate:

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21

Case 12-32118 Filed 02/15/13 Doc 716

Page 72: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Tech

nica

l Ha

ywar

d (p

ay u

p to

Ka

iser R

ate)

Kais

er –

610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

elec

t – 4

87.3

9 PE

RS C

are

– 10

29.2

3

Kais

er –

122

0.88

BS

Acc

ess –

142

2.20

BS

Net

Valu

e –

1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8 PE

RS C

are

– 20

58.4

6

Kais

er –

158

7.14

BS

Acc

ess –

184

8.86

BS

Net

Valu

e –

1590

.13

PERS

Cho

ice

– 14

92.7

9 PE

RS S

elec

t – 1

267.

21

PERS

Car

e –

2676

.00

Delta

Den

tal –

193

.62

Uni

ted

Conc

ordi

a –6

0.95

VSP

– 22

.56

Live

rmor

e (C

afet

eria

Pla

n of

$14

63 fo

r he

alth

, den

tal,

and

visio

n)

Kais

er P

lan

A –

745.

38

Kaise

r Pla

n B

– 53

7.60

HN

HM

O P

lan

A –

814.

30

HN H

MO

Pla

n B

– 58

7.10

HN

PO

S –

956.

52

HN C

A PP

O –

948

.66

Kais

er P

lan

A –

1490

.76

Kaise

r Pla

n B

– 10

75.2

0 HN

HM

O P

lan

A –

1630

.10

HN H

MO

Pla

n B

– 11

75.6

2 HN

PO

S –

1912

.76

HN C

A PP

O –

203

9.76

Kais

er P

lan

A –

2012

.52

Kaise

r Pla

n B

– 14

51.5

4 HN

HM

O P

lan

A –

2202

.40

HN H

MO

Pla

n B

– 15

84.8

2 HN

PO

S –

2773

.42

HN C

A PP

O –

279

8.82

Com

posit

e Ra

te: 9

9.34

VS

P –

24.7

9

Lodi

Pa

y 10

0% fo

r th

e lo

wes

t cos

t PE

RS H

MO

(K

aise

r)

Kais

er –

610

.44

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

PERS

Cho

ice

– 57

4.15

PE

RS S

elec

t – 4

87.3

9 PE

RS C

are

– 10

29.2

3

Kais

er –

122

0.88

BS

Acc

ess –

142

2.20

BS

Net

Valu

e –

1223

.18

PERS

Cho

ice

– 11

48.3

0 PE

RS S

elec

t – 9

74.7

8 PE

RS C

are

– 20

58.4

6

Kais

er –

158

7.14

BS

Acc

ess –

184

8.86

BS

Net

Valu

e –

1590

.13

PERS

Cho

ice

– 14

92.7

9 PE

RS S

elec

t – 1

267.

21

PERS

Car

e –

2676

.00

Stan

isla

us D

enta

l – 8

3.39

VS

P –

14.3

5

Man

teca

Ci

ty p

aid

Hlth

: EE

Onl

y: 6

95.0

0 EE

+1 –

120

2.34

EE

+2

– 15

61.0

4

BS A

cces

s – 7

11.1

0 BS

Net

Valu

e –

611.

59

Kaise

r – 6

10.4

4 PE

RS C

hoic

e –

574.

15

PERS

Sel

ect –

487

.39

PERS

Car

e –

1029

.23

BS A

cces

s – 1

422.

20

BS N

etVa

lue

– 12

23.1

8 Ka

iser –

122

0.88

PE

RS C

hoic

e –

1148

.30

PERS

Sel

ect –

974

.78

PERS

Car

e –

2058

.46

BS A

cces

s – 1

848.

86

BS N

etVa

lue

– 15

90.1

3 Ka

iser –

158

7.14

PE

RS C

hoic

e –

1492

.79

PERS

Sel

ect –

126

7.21

PE

RS C

are

– 26

76.0

0

Dent

al P

rem

ier –

122

.14

VSP

– 21

.56

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

31P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 73: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Tech

nica

l M

odes

to

(Caf

eter

ia P

lan

of $

621

for

Sing

le a

nd

$110

0 fo

r fa

mily

for

heal

th, d

enta

l, an

d vi

sion)

Kais

er H

MO

– 5

97.9

0 Ka

iser H

DHP

– 43

3.76

An

them

BC

HMO

– 8

60.8

8 An

them

BC

HDHP

– 53

7.64

Kais

er H

MO

– 1

522.

64

Kaise

r HDH

P –

1107

.36

Anth

em B

C HM

O–2

188.

58

Anth

em B

C HD

HP-1

370.

18

Kais

er H

MO

– 1

522.

64

Kaise

r HDH

P –

1107

.36

Anth

em B

C HM

O–2

188.

58

Anth

em B

C HD

HP-1

370.

18

Incl

uded

in H

ealth

Pr

emiu

ms

Incl

uded

in H

ealth

Pr

emiu

ms

Sacr

amen

to

(Caf

eter

ia P

lan

of $

612

for

Sing

le, $

850

for

ee+1

, and

$1

200

for

fam

ily fo

r he

alth

, den

tal,

and

visio

n)

Kais

er $

15 –

617

.44

Kaise

r $25

– 5

86.4

8 HN

$15

– 6

54.0

8 HN

$25

– 6

27.6

4 HN

PPO

$15

– 8

64.3

8

Kais

er $

15 –

123

4.88

Ka

iser $

25 –

117

2.96

HN

$15

– 1

310.

32

HN $

25 –

125

7.32

HN

PPO

$15

– 1

728.

78

Kais

er $

15 –

164

2.42

Ka

iser $

25 –

156

0.06

HN

$15

– 1

732.

24

HN $

25 –

166

2.08

HN

PPO

$15

– 2

307.

06

Delta

Den

tal D

PO–

134.

46

Delta

Den

tal P

MI–

62.

46

VSP

– 20

.00

San

Joaq

uin

Coun

ty

Sele

ct P

lan

– 95

3.85

Pr

emie

r Pla

n –

953.

85

Kaise

r – 5

09.2

1

Sele

ct P

lan

– 14

32.0

2 Pr

emie

r Pla

n –

1432

.02

Kaise

r – 1

018.

46

Sele

ct P

lan

– 20

43.0

2 Pr

emie

r Pla

n –

2043

.02

Kaise

r – 1

441.

12

Delta

Ort

ho –

51.

70

Uni

ted

HC D

enta

l – 2

3.38

Vi

sion

– 5.

89

Trac

y (C

ompo

site

Rate

of

$138

6.25

for

heal

th, d

enta

l &

visio

n)

Tota

l Mon

thly

Rat

e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

.00

Tota

l Mon

thly

Rat

e:

1630

.00

Atto

rney

-Clie

nt P

rivile

geD

ata

Effe

ctiv

e O

ctob

er 2

012

32P

rint D

ate:

11/

21

Case 12-32118 Filed 02/15/13 Doc 716

Page 74: 753139631 1...agreements with the remaining three labor groups: Stockton Fire Management Unit, International Association of Firefighters, Local 456, and Stockton Police Officers Association

Atto

rne

y-C

lien

t P

rivile

ge

Data

Eff

ective: O

cto

ber

201

2

Cit

y o

f St

ock

ton

Po

lice

Ad

d P

ays

- M

OU

Age

nci

es

Surv

ey

Age

ncy

Inte

rme

dia

te

PO

ST

Ad

van

ced

PO

ST

Edu

cati

on

Ince

nti

ve

Can

ine

Han

dle

rM

oto

rcyc

leEO

DSW

AT

FTO

Equ

est

rian

Mas

ter

Off

ice

r

Max

Lon

gevi

ty

**

Tota

l *

Sto

ckto

n3

%6

%0

%8

.7%

3.0

%4

.3%

3.0

%5

%0

.0%

0%

10

%4

0%

An

ahei

m1

0%

12

.5%

0%

2.5

%5

.0%

N/A

5%

5%

2.5

%0

%0

%3

3%

Bak

ersf

ield

5%

10

%0

%5

.0%

2.7

%2

.7%

2.7

%7

.2%

N/A

0%

0%

30

%

Ch

ula

Vis

ta0

%5

.3%

0%

14

.1%

8%

N/A

0.0

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1%

N/A

0%

0%

38

%

Frem

on

t2

.5%

5%

0%

5.0

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%0

%0

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%N

/A0

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3%

28

%

Gle

nd

ale

7.9

%8

.5%

0%

5.0

%5

%N

/A2

.3%

5%

N/A

0%

0%

26

%

Irvi

ne

5%

15

%0

%8

.7%

3.0

%1

.6%

1.6

%6

%N

/A0

%0

%3

6%

Mo

des

to2

.5%

5%

0%

10

.2%

2.3

1%

N/A

0%

5.8

%6

.4%

0%

0%

30

%

Oak

lan

d1

.5%

4.5

%5

.5%

15

.4%

5.0

%N

/A0

%7

.5%

N/A

5%

1.9

%4

5%

Riv

ersi

de

7.5

%1

2.5

%0

%1

3.0

%3

%1

0%

3%

3%

N/A

0%

0%

44

%

Sacr

amen

to5

.0%

10

%5

%4

.5%

0%

3.0

%3

.0%

8.5

%0

%0

%5

%3

9%

San

Ber

nar

din

o2

.8%

3.5

%0

%0

%0

%N

/A0

%0

%N

/A0

%0

%4

%

San

ta A

na

0%

0%

15

%5

.0%

2.5

0%

N/A

0%

2.5

%0

%0

%0

%2

5%

% w

/ B

en

efi

t6

7%

75

%2

5%

75

%5

8%

25

%3

3%

75

%8

%8

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5%

Ave

rage

Be

ne

fit

Val

ue

4.1

%7

.7%

2.1

%7

.4%

3.1

%3

.5%

1.5

%5

.5%

2.2

%0

.4%

1.7

%3

1.4

%

* To

tal i

ncl

ud

es a

ll co

lum

ns

exce

pt

Int

PO

ST (

Ad

v P

OST

su

per

sed

es

Int

PO

ST, n

ot

cum

ula

tive

)

** L

on

gevi

ty b

en

efi

t w

ill b

e e

limin

ated

06

-30

-20

12

Sum

mar

y A

nal

ysis

The

fo

llow

ing

be

ne

fits

are

co

nsi

ste

nt

wit

h m

arke

t p

ract

ice

s:Th

e f

ollo

win

g b

en

efi

ts a

re h

igh

er

than

mar

ket:

Inte

rmed

iate

PO

STC

anin

e H

and

ler

Ad

van

ced

PO

STEO

D

Can

ine

Han

dle

rSW

AT

FTO

Max

Lo

nge

vity

The

fo

llow

ing

be

ne

fits

are

no

t co

mm

on

in t

he

mar

ket:

Sto

ckto

n a

ssig

nm

en

ts a

nd

ad

dit

ion

al p

ays

tota

l 8.6

% m

ore

th

an m

arke

t av

era

ge

Edu

cati

on

Ince

nti

ve

EOD

Int/

Ad

v P

OST

- P

ay f

or

CA

PO

ST c

erti

fica

te

SWA

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uca

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EExxhhiibbiitt BB

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A T r a d i t i o n o f E x c e l l e n c e S i n c e 1 9 7 2

5800 Stanford Ranch Road, Suite 410, Rocklin, California 95765 Phone: 916/630-4900 Fax: 916/630-4911 Website: www.ralphandersen.com

January 9, 2013

To: Teresia Haase, Human Resources Director City of Stockton

From: Doug Johnson, Vice President Ralph Andersen & Associates

Subject: Survey Design and Labor Market Selection

The purpose of this memo is to document the approach to conducting a market survey for the City of Stockton including how the survey employers were selected. Our recommendations are based on the established methods of compensation professionals, a review of historical practices, and an understanding of the City’s policy objectives.

THE IMPORTANT OF MARKET DATA

Labor market data is used by both public and private sector employers to ensure their salary and benefit levels are sufficiently competitive to recruit and retain qualified employees. Labor resources are subject to the same market forces as any other product or service and it is common practice for employers to collect or purchase data from compensation consultants in order to track market trends and align their pay plans with competitive market rates.

Cities are service providing organization and like any service employer, labor resources are the most valuable asset. A City cannot effectively provide police, fire, road/utility maintenance, and other services without having a skilled and competent workforce. Maintaining a competitive position at or near the middle of the measured labor market will typically ensure these objectives are met and that employee turnover is not excessive. Employee turnover can not only be costly but has a direct impact on the level of services provided by the City.

While there is a tremendous amount of resources, as well as federal law, that addresses the use of market survey in establishing and maintaining a pay plan, cities operate in a more unique environment:

Cities are geographically based which means that broader geographic regions are required to identify comparable jobs.

City salary and benefit data is public information and can be readily obtained.

The similarity of jobs usually minimizes the need for large survey samples. While private sector surveys may utilize 50, 100, or more employers, public sector surveys can usually rely on 6-12 employers, assuming sufficient job matches exist in at least three employers.

One of the most important market survey considerations that applies equally to public and private employers is having a sufficient number of comparables to base salary decisions on. At a minimum, market data should have at least three different sources. For a private sector survey,

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Survey Design and Labor Market Selection City of Stockton Page 2 of 6

that means utilizing three different published surveys or sources. For public sector surveys, it means having at least three matches from three different survey employers. It is never appropriate (and can be considered an illegal practice) to establish salaries and benefits on the basis of a single agency.

Since the City of Stockton does not operate in a labor market vacuum, market data from comparable employers is an important tool for maintaining an effective compensation plan. The factors used to select the list of survey employers is described in the following section.

LABOR MARKET SELECTION PARAMETERS

Establishing a defined group of survey employers is a fundamental policy component of any compensation plan. The use of specific survey employers will typically evolve as a stated policy by elected officials/managers and may also be the result of bargaining with labor groups. The selection of market agencies involves the careful evaluation of several criteria:

Historical Practices — Over time, an employer will develop some level of continuity regarding labor market comparables for the purposes of conducting compensation surveys. There may be a strong history of surveying a specific set of employers either by agreement or by practice. In some instances, survey agencies can be more formally defined by policy documents or memorandums of understanding. Survey agencies can be specifically identified or they can be defined by characteristics such as size or proximity. Historical practices are an important consideration if for no other reason than deviating from historical practices typically requires a defensible rationale.

Nature of Services Provided — In order to ensure comparable jobs are found when conducting a market survey, it is important to utilize employers that provide similar services to the City of Stockton. Employers who provide similar services are most likely to compete with one another for employees and may have similar organizational and operational characteristics. This factor typically eliminates the use of private sector employers since few comparable jobs exist within these types of organizations.

Geographic Proximity — Geographic proximity of potential employers can be one of the most important factors utilized in identifying an organization’s labor market. This factor is particularly useful because it identifies those employers that directly compete with the City to recruit and retain personnel. If a sufficient number of comparable agencies exist within close proximity to the City, the defined geographic area may be confined to an area among surrounding counties. Reasonable commuting distance can also be a consideration.

Employer Size — As a rule, the more similar employers are in size and complexity, the greater the likelihood that comparable positions exist within both organizations. For cities, the size of the survey agencies can most easily be measured using population statistics.

Economic Similarity — While there are a number of economic factors that can be compared among cities, the most important factor related to compensation is composite cost of living. In some regions or states, living costs can vary significantly and have an important impact on how potential candidates evaluate compensation. This factor is important if labor market agencies are used beyond the local market.

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Survey Design and Labor Market Selection City of Stockton Page 3 of 6

Since there is often no perfect group of agencies that meet all of these criteria, establishing a universe of comparable employers involves a careful balancing of these factors. Thus, an ideal market will include both larger and smaller employers, agencies located in higher and lower cost of living areas, and both local and regional employers. The precise definition of “local” and “regional” requires further analysis of the remaining parameters since it may be possible to find similar employers in close geographic proximity.

HISTORICAL PRACTICES

The City of Stockton has market survey practices that have typically been the outcome of labor negotiations. This practice can create inconsistencies in how different types of jobs are treated. Ideally, the labor market agencies should be somewhat uniform, and to the degree there are differences, these should reflect the relative recruiting region as well as the comparability of jobs. For some bargaining units, the City’s historical practices placed all emphasis on agency’s size without regard for geographic location and economic differences. Ralph Andersen & Associates recommendd using a more balanced approach using the factors described above. The application of these factors is provided below.

APPLICATION OF FACTORS

Using the criteria outlined previously, Ralph Andersen & Associates has analyzed labor market agencies using the following specific criteria:

Nature of Services –Since the City provides common municipal services, the recommended list of survey agencies concentrates on other cities. Additional agencies are selected based on either their close geographic proximity or their ability to provide job matches for specialized city jobs. To the degree that supplemental agencies are used, they should be tied to the cities used for other jobs, recognizing that comparable services for that city may be provided by a special district or county.

Geographic Area – As a starting point, the consultants analyzed cities in surrounding counties and along the typical traffic corridors. For most jobs, cities and other public agencies within a 45 mile commuting distance are sufficient in defining local labor market practices. For professional, management, executive, and specialty jobs, a broader California market is appropriate using cities of a more comparable size.

Employer Size – While employer size is important for some jobs, employer size needs to be balanced against geographic area and economic similarity.

Economic Similarity – The selection of survey agencies should have a balance of similar agencies, equally among similar, lower, and higher cost of living areas. For economic similarity, Ralph Andersen & Associates relies on indexes published by the Economic Research Institute (ERI). This index is one of the most robust composite cost of living indexes and allows for direct comparisons of each survey agency. Agencies with an index above 100 have a higher relative cost of living while agencies below 100 have a lower relative cost of living.

The application of these factors creates five different market groups, all based on a common core market area. The recommended agencies for each group are provided in the following tables.

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Survey Design and Labor Market Selection City of Stockton Page 4 of 6

City of Stockton Recommended Survey Agencies – Citywide

City Pop 1 COL 2 Distance

Stockton 289,927 100.0 0

Local

Manteca 66,451 93.6 15

Lodi 63,362 94.8 16

Tracy 81,548 105.3 22

San Joaquin County 174,268 100.0 0

Livermore 83,604 115.1 40

Fairfield 106,753 103.6 53

Modesto 209,936 95.9 31

Regional (in addition to local)

Sacramento 475,743 104.0 49

Bakersfield 328,692 97.3 234

Fresno 486,171 98.6 127

Hayward 149,205 110.2 58

Fremont 213,512 117.2 67

Statewide (in addition to local and regional)

Salinas 150,898 111.4 134

Riverside 296,842 104.9 396

San Bernardino 205,493 99.0 391

Chula Vista 231,305 111.3 466

Local Avg 112,275 101.2 25

Local + Reg Avg 203,270 103.0 59

Local + Reg + State Avg 207,736 103.9 131

Local Median 83,604 100.0 22

Local + Reg Median 161,737 101.8 45

Local + Reg + State Median 189,881 103.8 56 1 Population Source: CA Dept of Finance

2 COL Source: Economic Research Institute

The table above provides the list of survey employers for all of the City’s non police and fire jobs. The recommended market includes six local cities and the local county, five regional cities, and four statewide cities. These market tiers reflect the recruiting practices of the city

For the City’s police jobs, the City has had a long practice of comparing salary and benefits to employers based on agency size. While this factor is important, Ralph Andersen & Associates recommends that the City utilize a more balanced market that includes local and central valley cities.

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Survey Design and Labor Market Selection City of Stockton Page 5 of 6

City of Stockton Recommended Survey Agencies – Police

City Population 1 ERI COL 2 Local 3

Stockton 289,927 100.0 Yes

San Joaquin County 694,293 100.0 Yes

Fresno 502,303 95.9

Sacramento 486,189 103.4 Yes

Bakersfield 338,952 96.7

Riverside 304,051 101.9

Modesto 211,536 92.6 Yes

San Bernardino 204,800 94.9

Ontario 174,536 105.7

Pomona 163,683 105.0

Livermore 85,312 113.5 Yes

Average 316,566 101.0

Median 257,794 101.0 1 CA Dept of Finance

2 Economic Research Institute Cost of Living Index

3 Within surrounding counties or 45 minutes driving

The ten agencies above provide a balance of local, regional, and statewide employers and recognizes the importance of comparing similar sized police operations. For Fire, a similar market is used, including special districts.

City of Stockton Proposed Survey Agencies - Fire City Population 1 ERI COL 2 Local 3

Stockton 292,133 100.0 Yes

Alameda CFD 384,000 107.5 Yes

Bakersfield 338,952 96.7

Fresno 502,303 95.9 Yes

Pleasanton 70,711 120.0 Yes

Modesto 211,536 92.6 Yes

Ontario 174,536 105.7

Sacramento 486,189 103.4 Yes

Sac Metro FPD 825,124 103.4 Yes

San Bernardino 204,800 94.9

Tracy 82,107 100.4 Yes

Average 328,026 102.1

Median 275,244 101.9 1 CA Dept of Finance

2 Economic Research Institute Cost of Living Index

3 Within surrounding counties or 45 minutes driving

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Survey Design and Labor Market Selection City of Stockton Page 6 of 6

The number of survey agencies in each of the five recommended markets will ensure that sufficient job matches are found and will reflect the diverse market within which the City of Stockton competes. While a minimum sample size of three comparable jobs is required to sufficiently analyze the data, sample sizes should ideally be at least 6-8, depending on the variability of the data.

It should also be emphasized that during the course of conducting the survey, job matches will be established based on the nature of duties, qualification requirements, and resource responsibilities. This may result in “no comparable match” in those agencies where equivalent jobs are not found.

SUMMARY

Ralph Andersen & Associates recommends that the City of Stockton utilize five labor markets to reflect the market and recruiting requirements of the City’s workforce. These markets will provide a sufficient market analysis for which to establish reasonable salary and benefit levels. It is further recommended that the City adopt a policy which aligns total compensation with the market median. This represents the middle of the market (50th percentile) with half the agencies paying above this point and half below. The market median is widely considered to be the optimal market position by compensation professionals and is an accepted practice among the majority of California public agencies.

Should you have any questions or need any additional information, please let me know.

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DECLARATION OF ANN GOODRICH IN SUPPORT OF CITY OF STOCKTON’S REPLY INSUPPORT OF STATEMENT OF QUALIFICATIONS UNDER SECTION 109(C)

EXHIBIT A

The following highlights some of the changes either negotiated or imposed over the past fourfiscal years for the City of Stockton’s employee groups:

Stockton City Employees Association: 2011 changes imposed via temporary imposed actionsand subject to litigation challenges

Furlough starting at 80 hours in FY08-09, increased to 96 hours in FY09-10, FY10-11 andFY11-12

Forfeited COLAs of 2.5% at 7/1/10 and 2.5% at 7/1/11

Employees pay Employee Share of CalPERS contribution, or 7% starting 8/1/11

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount in 2011.

Temporary elimination of longevity 2.5% Add pay and 3% education incentive pay(2011). Made permantent in 2012

Forfeited COLA’s of 2.5% in 7/1/12, 2.5% in 7/1/13.

Forfeited City contribution to deferred compensation of 1.5% in 7/1/12 and 1.5% in7/1/13

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)

Elimination of retiree medical benefits

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Reduction in sick leave benefit, restrictions on sick leave use and reduction in use forfamily illness

Reduction in vacation leave benefits, reduction in amount of vacation that can beaccured, elimination of annual vacation cash out, deferral of payment of unusedvacation at separation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 1% , then elimination of balance in 6/30/13

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay, reduced overtime pay for holidays

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February 14, 2013

(Page 2)

Reduced life insurance benefits

Reduced long term disability benefits

Agreed to waive all damages and back pay from 2011 imposition of fiscal emergencyconcessions

No increase in compensation in FY 12/13,

Employees pick up increase in health insurance costs 7/1/12

Firefighters Union and Fire Management

Elimination of COLAs: 3.68% for 7/1/08, 8.5% for 7/1/09, no COLAs through 6/30/12(4.5-8.5%)

Creation of second PERS tier for new hires (3%@55 in 2011)

Employees pay PERS share of 9% starting 8/1/11

Limits on numbers of staff qualifying for paramedic pay if not operationally required toact in that capacity (FY09-10)

Eliminated minimum staffing requirements (FY11-12)

Uniform allowance suspended in 2009, 50% reduction for 2010

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount

Reduction of sick days from 15 to 12, reduction in vacation leave accruals, change in sickleave cash out at retirement, change in leave practice to reduce overtime in 2011

Eliminate longevity vacation benefits 2011

Eliminate tiller pay and unassigned paramedic pay for future employees 2011

Eliminated longevity pay and grandfathered in current incumbents with a 2.5%reduction in longevity pay in 2011

Eliminated educational incentive benefit of 3% effective August 2011

Agreed to waive all back pay damages from 2010 emergency actions

Elimination of retiree medical benefits

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Imposed restrictions on sick leave use and reduction in use for family illness

elimination of annual vacation cash out, deferral of payment of unused vacation atseparation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 4% , then elimination of balance in 6/30/13 for currentemployees

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay,reduced overtime pay for holidays

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(Page 3)

Reduced life insurance benefits

Reduced long term disability benefits

Reduced , and/or then eliminated certain Add Pays (Tiller Pay , Paramedic Pay,Unassigned Paramedic Pay for current employees)

No increase in compensation in FY 12/13,

Employees pick up increase in health insurance costs 7/1/12

Stockton Police Officers Association: 2010 and 2011 changes imposed via Emergencytemporary imposed actions and subject to litigation challenge

6.5% total furlough deduction for FY09-10, reduced to 3% starting FY10-11, FY11-12

Waive 2.5% COLA for 7/1/09,suspended 3% COLA in 2010

Reduce uniform allowance by 50% (FY09-10); COLA’s in 2010 and 2011 temporarilysuspended. Made Permanent in 2012

Suspension of 2% City deferred comp contribution and 2% City retiree medical savingsplan contribution (FY10-11 and FY11-12)

Temporary suspension of master officer 5% pay and 3% education incentive pay 2011,Made permanent in 2012

Temporary suspension of longevity pay for new hires, temporary 5% reduction inLongevity Pay for incumbent employees 2011 . Made Permanent in 2012

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount

Employees pay PERS share of 9% starting 8/1/11

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)

Elimination of retiree medical benefits and elimination of Retiree medical Trustpayments

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Reduction in sick leave benefit, restrictions on sick leave use and reduction in use forfamily illness

Reduction in vacation leave benefits, reduction in amount of vacation that can beaccured, elimination of annual vacation cash out, deferral of payment of unusedvacation at separation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 4% for current employees.

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay,reduced overtime pay for holidays, reduced court callback minimums

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February 14, 2013

(Page 4)

Reduced life insurance benefits

Changed payment for long term disability benefits that reduced officer pay

Reduced certain premium or Add Pays

Agreed to waive all damages and back pay from 2010 and 2011 imposition of fiscalemergency concessions

Agreed to resolve various lawsuits between the parties

No increase in compensation in FY 12/13,

Employees pick up increase in health insurance costs 7/1/12

Operating Engineers Local 3 (Water Supervisors, Trades unit and Operations and Maintanceunits:

4.62% total furlough deduction for FY09-10, FY11-12

Elimination of Retiree medical for new hires and new pension tier for new hires at 2@60formula with 3 year final salary average

Reduction in sick leave accruals, reduction in sick leave cash outs, reduction in vacationaccruals, suspended vacation sell back

Elimination of 3% education incentive pay 8/1/2011

Longevity Pay eliminated for employees as of 7/2011 and existing employeesgrandfathered in at current levels

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount

Elimination of extra compensation for employees on Workers Compensation

Employees pay PERS share of 7% starting 8/1/11(Trades 5.5% in 2010, 1.5% in 2011)

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)

Elimination of retiree medical benefits

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Reduction in sick leave benefit, restrictions on sick leave use and reduction in use forfamily illness

Reduction in vacation leave benefits, reduction in amount of vacation that can beaccured, elimination of annual vacation cash out, deferral of payment of unusedvacation at separation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 1% , then elimination of balance in 6/30/13

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February 14, 2013

(Page 5)

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay, reduced overtime pay for holidays

Reduced life insurance benefits

Reduced long term disability benefits

No increase in compensation in FY 12/13,

Employees pick up increase in health insurance costs 7/1/12

Unrepresented Employees:

3.85% furlough in FY 08/09,4.62% furlough for FY09-10, FY 10/11 and FY11-12

Elimination of 2.5% COLAs in 2010 and 2011

Elimination of Retiree medical for new hires and new pension tier for new hires at 2@60formula with 3 year final salary average

Reduction in sick leave accruals, reduction in sick leave cash outs, reduction in vacationaccruals, suspended vacation sell back

Elimination of 3% education incentive pay 8/1/2011

2.5% Longevity Pay eliminated for employees as of 7/2011 and existing employeesgrandfathered in at current levels

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount

Elimination of extra compensation for employees on Workers Compensation

Employees pay PERS share of 7% starting 8/1/11

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)

Elimination of retiree medical benefits

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Imposed restrictions on sick leave use and reduction in use for family illness

Reduction in amount of vacation that can be accrued, elimination of annual vacationcash out, deferral of payment of unused vacation at separation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 1% , then elimination of balance in 6/30/13

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay, reduced overtime pay for holidays

Reduced life insurance benefits

Reduced long term disability benefits

No increase in compensation in FY 12/13,

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February 14, 2013

(Page 6)

Employees pick up increase in health insurance costs 7/1/12

Stockton Mid level Managers and Supervisory Level Employees (B and C):

3.85% furlough in FY 08/09,4.62% furlough for FY09-10, FY 10/11 and FY11-12

Elimination of COLAs in FY 10/11,FY 11/12

Elimination of Retiree medical for new hires and new pension tier for new hires at 2@60formula with 3 year final salary average

Elimination of 3% education incentive pay 8/1/2011

2.5% Longevity Pay eliminated for employees as of 7/2011 and existing employeesgrandfathered in at current levels

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount

Employees pay PERS share of 7% starting 8/1/11

Forfeited COLA’s of 2.5% in 7/1/12, 2.5% in 7/1/13.

Forefeited City contribution to deferred compensation of 1.5% in 7/1/12 and 1.5% in7/1/13

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)

Elimination of retiree medical benefits

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Reduction in sick leave benefit, restrictions on sick leave use and reduction in use forfamily illness

Reduction in vacation leave benefits, reduction in amount of vacation that can beaccured, elimination of annual vacation cash out, deferral of payment of unusedvacation at separation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 1% , then elimination of balance in 6/30/13

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay,reduced overtime pay for holidays

Reduced life insurance benefits

Reduced long term disability benefits

No increase in compensation in FY 12/13,

Employees pick up increase in health insurance costs 7/1/12

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February 14, 2013

(Page 7)

Stockton Police Managers Association:

5.5% furlough in FY 08/09, FY09-10, 4.62% FY 10/11 and FY11-12

Elimination of 2.5% COLAs in FY 09/10 and 2.5% FY 10/11

Elimination of Retiree medical for new hires and new pension tier for new hires at 2@60formula with 3 year final salary average

Elimination of 3% education incentive pay 8/1/2011

Longevity Pay eliminated for employees as of 7/2011 and existing employeesgrandfathered in at with a 2.5% reduction in current Longevity pay levels

Modifications to medical plan over past two years, including higher deductibles, medicaldesign changes from 100% to 80%, and City share of premium capped at fixed dollaramount

Employees pay PERS share of 9% starting (4.5% in FY 10/11, 4.5% effective 8/1/11)

Elimination of 2% city payment to Retiree Medical Trust 8/2011

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)

Elimination of retiree medical benefits

Elimination or reduction of cash out of unused sick leave at separation

Reductions in holidays and holiday pay,

Reduction in sick leave benefit, restrictions on sick leave use and reduction in use forfamily illness

Reduction in vacation leave benefits, reduction in amount of vacation that can beaccured, elimination of annual vacation cash out, deferral of payment of unusedvacation at separation

New retirement tier that had lower formula, and eliminated retirement credit for sickleave, eliminated all optional benefits

Reduction of Longevity pay by 1% , then elimination of balance in 6/30/13

Changes in overtime practices that reduce amount of pay for overtime, eliminateddouble time, reduced standby pay,reduced overtime pay for holidays

Reduced life insurance benefits

Reduced long term disability benefits

No increase in compensation in FY 12/13,

Employees pick up increase in health insurance costs 7/1/12

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DECLARATION OF ANN GOODRICH IN SUPPORT OF CITY OF STOCKTON’S REPLYIN SUPPORT OF STATEMENT OF QUALIFICATIONS UNDER SECTION 109(C)

EXHIBIT A

The following highlights some of the changes either negotiated or imposed over the past fourfiscal years for three of the largestCity of Stockton’s employee groups:

Stockton City Employees Association: 2011 changes imposed via temporary imposed actionsand subject to litigation challenges

Furlough starting at 80 hours in FY08-09, increased to 96 hours in FY09-10, FY10-11 and

FY11-12

Forfeited COLAs of 2.5% at 7/1/10 and 2.5% at 7/1/11

Employees pay Employee Share of CalPERS contribution, or 7% starting 8/1/11

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount in 2011.

Temporary elimination of longevity 2.5% Add pay and 3% education incentive pay

(2011). Made permantent in 2012

Forfeited COLA’s of 2.5% in 7/1/12, 2.5% in 7/1/13.

Forfeited City contribution to deferred compensation of 1.5% in 7/1/12 and 1.5% in 7/1/13

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)Elimination of retiree medical benefitsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Reduction in sick leave benefit, restrictions on sick leave use and reduction in use for family illnessReduction in vacation leave benefits, reduction in amount of vacation that can be accured, elimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefitsReduction of Longevity pay by 1% , then elimination of balance in 6/30/13

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June 5, 2012February 14, 2013AB 506 CONTINGENCY OPTION

(Page 2)

Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay, reduced overtime pay for holidaysReduced life insurance benefitsReduced long term disability benefitsAgreed to waive all damages and back pay from 2011 imposition of fiscal emergency concessionsNo increase in compensation in FY 12/13,Employees pick up increase in health insurance costs 7/1/12

Firefighters Union and Fire Management

Elimination of COLAs: 3.68% for 7/1/08, 8.5% for 7/1/09, no COLAs through 6/30/12

(4.5-8.5%)

Creation of second PERS tier for new hires (3%@55 in 2011)

Employees pay PERS share of 9% starting 8/1/11

Limits on numbers of staff qualifying for paramedic pay if not operationally required to

act in that capacity (FY09-10)

Eliminated minimum staffing requirements (FY11-12)

Uniform allowance suspended in 2009, 50% reduction for 2010

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount

Reduction of sick days from 15 to 12, reduction in vacation leave accruals, change in sick

leave cash out at retirement, change in leave practice to reduce overtime in 2011

Eliminate longevity vacation benefits 2011

Eliminate tiller pay and unassigned paramedic pay for future employees 2011

Eliminated longevity pay and grandfathered in current incumbents with a 2.5%

reduction in longevity pay in 2011

Eliminated educational incentive benefit of 3% effective August 2011

Agreed to waive all back pay damages from 2010 emergency actions

Elimination of retiree medical benefitsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Imposed restrictions on sick leave use and reduction in use for family illnesselimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefitsReduction of Longevity pay by 4% , then elimination of balance in 6/30/13 for current employees

2 Workshare Compare comparison of June Exhibit A.doc and Goodrich_Exhibit A updated2012.doc. Performed on 2/16/2013.

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June 5, 2012February 14, 2013AB 506 CONTINGENCY OPTION

(Page 3)

Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay,reduced overtime pay for holidaysReduced life insurance benefitsReduced long term disability benefitsReduced , and/or then eliminated certain Add Pays (Tiller Pay , Paramedic Pay, Unassigned Paramedic Pay for current employees)No increase in compensation in FY 12/13,Employees pick up increase in health insurance costs 7/1/12

Stockton Police Officers Association: 2010 and 2011 changes imposed via Emergencytemporary imposed actions and subject to litigation challenge

6.5% total furlough deduction for FY09-10, reduced to 3% starting FY10-11, FY11-12

Waive 2.5% COLA for 7/1/09,suspended 3% COLA in 2010

Reduce uniform allowance by 50% (FY09-10); COLA’s in 2010 and 2011 temporarily

suspended. Made Permanent in 2012

Suspension of 2% City deferred comp contribution and 2% City retiree medical savings

plan contribution (FY10-11 and FY11-12)

Temporary suspension of master officer 5% pay and 3% education incentive pay

20112011, Made permanent in 2012

Temporary suspension of longevity pay for new hires, temporary 5% reduction in

Longevity Pay for incumbent employees 2011 . Made Permanent in 2012

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount

Employees pay PERS share of 9% starting 8/1/11

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)Elimination of retiree medical benefits and elimination of Retiree medical Trust paymentsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Reduction in sick leave benefit, restrictions on sick leave use and reduction in use for family illnessReduction in vacation leave benefits, reduction in amount of vacation that can be accured, elimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefitsReduction of Longevity pay by 4% for current employees.

3 Workshare Compare comparison of June Exhibit A.doc and Goodrich_Exhibit A updated2012.doc. Performed on 2/16/2013.

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June 5, 2012February 14, 2013AB 506 CONTINGENCY OPTION

(Page 4)

Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay,reduced overtime pay for holidays, reduced court call back minimumsReduced life insurance benefitsChanged payment for long term disability benefits that reduced officer payReduced certain premium or Add PaysAgreed to waive all damages and back pay from 2010 and 2011 imposition of fiscal emergency concessionsAgreed to resolve various lawsuits between the partiesNo increase in compensation in FY 12/13,Employees pick up increase in health insurance costs 7/1/12

Operating Engineers Local 3 (Water Supervisors, Trades unit and Operations and Maintanceunits:

4.62% total furlough deduction for FY09-10, FY11-12

Elimination of Retiree medical for new hires and new pension tier for new hires at

2@60 formula with 3 year final salary average

Reduction in sick leave accruals, reduction in sick leave cash outs, reduction in vacation

accruals, suspended vacation sell back

Elimination of 3% education incentive pay 8/1/2011

Longevity Pay eliminated for employees as of 7/2011 and existing employees

grandfathered in at current levels

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount

Elimination of extra compensation for employees on Workers Compensation

Employees pay PERS share of 7% starting 8/1/11(Trades 5.5% in 2010, 1.5% in 2011)

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)Elimination of retiree medical benefitsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Reduction in sick leave benefit, restrictions on sick leave use and reduction in use for family illnessReduction in vacation leave benefits, reduction in amount of vacation that can be accured, elimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefits

4 Workshare Compare comparison of June Exhibit A.doc and Goodrich_Exhibit A updated2012.doc. Performed on 2/16/2013.

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June 5, 2012February 14, 2013AB 506 CONTINGENCY OPTION

(Page 5)

Reduction of Longevity pay by 1% , then elimination of balance in 6/30/13Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay, reduced overtime pay for holidaysReduced life insurance benefitsReduced long term disability benefitsNo increase in compensation in FY 12/13,Employees pick up increase in health insurance costs 7/1/12

Unrepresented Employees:

3.85% furlough in FY 08/09,4.62% furlough for FY09-10, FY 10/11 and FY11-12

Elimination of 2.5% COLAs in 2010 and 2011

Elimination of Retiree medical for new hires and new pension tier for new hires at

2@60 formula with 3 year final salary average

Reduction in sick leave accruals, reduction in sick leave cash outs, reduction in vacation

accruals, suspended vacation sell back

Elimination of 3% education incentive pay 8/1/2011

2.5% Longevity Pay eliminated for employees as of 7/2011 and existing employees

grandfathered in at current levels

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount

Elimination of extra compensation for employees on Workers Compensation

Employees pay PERS share of 7% starting 8/1/11

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)Elimination of retiree medical benefitsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Imposed restrictions on sick leave use and reduction in use for family illnessReduction in amount of vacation that can be accrued, elimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefitsReduction of Longevity pay by 1% , then elimination of balance in 6/30/13Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay, reduced overtime pay for holidaysReduced life insurance benefitsReduced long term disability benefitsNo increase in compensation in FY 12/13,

5 Workshare Compare comparison of June Exhibit A.doc and Goodrich_Exhibit A updated2012.doc. Performed on 2/16/2013.

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June 5, 2012February 14, 2013AB 506 CONTINGENCY OPTION

(Page 6)

Employees pick up increase in health insurance costs 7/1/12

Stockton Mid level Managers and Supervisory Level Employees (B and C):

3.85% furlough in FY 08/09,4.62% furlough for FY09-10, FY 10/11 and FY11-12

Elimination of COLAs in FY 10/11,FY 11/12

Elimination of Retiree medical for new hires and new pension tier for new hires at

2@60 formula with 3 year final salary average

Elimination of 3% education incentive pay 8/1/2011

2.5% Longevity Pay eliminated for employees as of 7/2011 and existing employees

grandfathered in at current levels

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount

Employees pay PERS share of 7% starting 8/1/11

Forfeited COLA’s of 2.5% in 7/1/12, 2.5% in 7/1/13.Forefeited City contribution to deferred compensation of 1.5% in 7/1/12 and 1.5% in 7/1/13Furlough of 62 hours in FY 12/13 ( 3% salary reduction)Elimination of retiree medical benefitsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Reduction in sick leave benefit, restrictions on sick leave use and reduction in use for family illnessReduction in vacation leave benefits, reduction in amount of vacation that can be accured, elimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefitsReduction of Longevity pay by 1% , then elimination of balance in 6/30/13Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay,reduced overtime pay for holidaysReduced life insurance benefitsReduced long term disability benefitsNo increase in compensation in FY 12/13,Employees pick up increase in health insurance costs 7/1/12

6 Workshare Compare comparison of June Exhibit A.doc and Goodrich_Exhibit A updated2012.doc. Performed on 2/16/2013.

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June 5, 2012February 14, 2013AB 506 CONTINGENCY OPTION

(Page 7)

Stockton Police Managers Association:

5.5% furlough in FY 08/09, FY09-10, 4.62% FY 10/11 and FY11-12

Elimination of 2.5% COLAs in FY 09/10 and 2.5% FY 10/11

Elimination of Retiree medical for new hires and new pension tier for new hires at

2@60 formula with 3 year final salary average

Elimination of 3% education incentive pay 8/1/2011

Longevity Pay eliminated for employees as of 7/2011 and existing employees

grandfathered in at with a 2.5% reduction in current Longevity pay levels

Modifications to medical plan over past two years, including higher deductibles,

medical design changes from 100% to 80%, and City share of premium capped at fixeddollar amount

Employees pay PERS share of 9% starting (4.5% in FY 10/11, 4.5% effective 8/1/11)

Elimination of 2% city payment to Retiree Medical Trust 8/2011

Furlough of 62 hours in FY 12/13 ( 3% salary reduction)Elimination of retiree medical benefitsElimination or reduction of cash out of unused sick leave at separationReductions in holidays and holiday pay, Reduction in sick leave benefit, restrictions on sick leave use and reduction in use for family illnessReduction in vacation leave benefits, reduction in amount of vacation that can be accured, elimination of annual vacation cash out, deferral of payment of unused vacation at separationNew retirement tier that had lower formula, and eliminated retirement credit for sick leave, eliminated all optional benefitsReduction of Longevity pay by 1% , then elimination of balance in 6/30/13Changes in overtime practices that reduce amount of pay for overtime, eliminated double time, reduced standby pay,reduced overtime pay for holidaysReduced life insurance benefitsReduced long term disability benefitsNo increase in compensation in FY 12/13,Employees pick up increase in health insurance costs 7/1/12

7 Workshare Compare comparison of June Exhibit A.doc and Goodrich_Exhibit A updated2012.doc. Performed on 2/16/2013.

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EExxhhiibbiitt DD

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City of Stockton 2/14/2013

Employee Pay Impact

Bargaining Unit: STOCKTON POLICE OFFICERS ASSOCIATION

Title: POLICE SERGEANT Title: POLICE OFFICER A

Years of Service: 21 Years of Service: 22

10/7/2008 

Pay Check

10/5/2012 

Pay Check

10/7/2008 

Pay Check

10/5/2012 

Pay Check

Salary 4,395.42      4,305.14      Salary 4,146.62    3,798.40     

Furlough ‐                (112.53)        Furlough ‐              (95.18)         

Deferred Comp 87.53           ‐                Deferred Comp 65.37         ‐               

Retiree Med. Trust 56.62           ‐                Retiree Med. Trust 56.62         ‐               

Deductions (47.31)          (597.12)        Deductions (47.31)        (489.68)       

4,492.26      3,595.49      4,221.30    3,213.54     

Reduction in Pay (896.77)        Reduction in Pay (1,007.76)   

% Reduction in Pay ‐20% % Reduction in Pay ‐24%

Title: POLICE OFFICER B

Years of Service: 21

10/7/2008 

Pay Check

10/5/2012 

Pay Check

Salary 3,913.51      3,679.51     

Furlough ‐                (95.18)         

Deferred Comp 65.37           ‐               

Retiree Med. Trust 56.62           ‐               

Deductions (47.31)          (542.38)       

3,988.19      3,041.95     

Reduction in Pay (946.24)       

% Reduction in Pay ‐24%

G:\FIN\priv\Budget\Labor Negotiations\Pay Check comparison at 02‐06‐13 Page 1 of 1

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