CalPERS Contract — City Council and Authorities Concurrent, October 18, 2022

A
CalPERS
California
Public Employees' Retirement System
----•----
AMENDMENT TO CONTRJ~CT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Santa Clara
----•----
The Board of Administration, California Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of the above public agency, hi~reinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1H47, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 19133, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March ·19, 1978, January 3, 1982, August 8, 1990, May 23, 1993, January 9, 2000, June 15, 2000, October 15, 2000, May 26, 2002 and December 17, 2006 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 13 are hereby stricken from said contract as executed effective December 17, 2006, and hereby replaced by the following paragraphs numbered 1 through 13 inclusive:

1. All words and terms used herein which are defined in the Public Employees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided. "Normal retirement age" shall mean age 55 for local miscellaneous members and age 50 for local safety members.

2. Public Agency shall participate in the Public Employees' Retirem~pt System from and after September 1, 1943 making its employees as · hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on .election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisi~~s thereof, apply only on the election of a contracting agency. , , "

3. Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as ar,3 excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members); b. Local Police Officers (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as local miscellaneous members).

4. In addition to the classes of employees excluded from membership by said Retirement Law, the following classes of employees shall not become members of said Retirement System:
a. CROSSING GUARDS AND EMPLOYEES OF THIE RECREATION

DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE
EMPLOYED ON A LESS THAN HALF-TIME: BASIS NOT

WITHSTANDING THE FACT THAT THEY MAY AT TIMES BE

EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME
BASIS AND WHO ARE EMPLOYED APRIL 1, 1959 OR
THEREAFTER.

5. Removal of the exclusion of "All Hourly Rated or Hourly Basis Employees", pursuant to Section 20503, is declarative of agency's previous interpretation and does not mandate any new classes of employees into membership.

6. The percentage of final compensation to be provided for each year of credited prior and current service for local miscellaneous members in employment before and not on or after December 17, 2006 shall be determined in accordance with Section 21354 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Federal Social Security (2% at age 55 Full and Modified). q
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7. The percentage of final compensation to be provided for each yeat:rif credited prior and current service for local miscellaneous members in ,employment on or after December 17, 2006 shall be determined in accordance with Section 21354.5 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Fe~~ral Social Security (2. 7% at age 55 Full and Modified}. , , n

8. The percentage of final compensation to be provided for each year of credited prior and current service as a local safety member shall be determined in accordance with Section 21362.2 of said Retirement Law (~,% at age 50 Full and Modified).

9. Public Agency elected and elects to be subject to the -following optional provisions:
a. Section 21571 (Basic Level of 1959 Survivor 81mefits) for local miscellaneous members only.
b. Sections 21624 and 21626 (Post-Retirement Survivor Allowance) for local safety members only.
c. Section 21222.1 (One-Time 5% Increase - 1970). Legislation repealed said Section effective January 1, 1980.
d. Section 21222.2 (One-Time 5% Increase - 1971). Legislation repealea· said Section effective January 1, 1980.
e. Section 20042 (One-Year Final Compensation) for local police members and local miscellaneous members only.
f. Section 20516 (Employees Sharing Cost of Additional Benefits):

Section 20042 (One-Year Final CompensaUon) for local police members.

From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.250% of their compensation for a total contribution rate of 11.250% pursuant to Government Code Section 20516.
g. Section 21024 (Military Service Credit as Public ServiCEt}. ' ·' •. J
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h. Section 21574 (Fourth Level of 1959 Survivor Benefits) for l~al safety members only. ·"
i. Section 20503 (To Remove the Exclusion of All Hourly Rated or Hourly Basis Employees, Prospectively from June 15, 2000).
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j. Section 21548 (Pre-Retirement Optional Settlement 2 Death B~efit). k. Section 21547.7 (Alternate Death Benefit for Local Fire Members Credited with 20 or More Years of Service).

10. Public Agency shall contribute to said Retirement System the contributions determined by actuarial valuations of prior and future service liability with respect to local miscellaneous members and local safety members of said Retirement System.

11. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959 Survivor Benefits provided under Section 21574 of said Retirement Law. (Subject to annual change.) In addition, all assets and liabilities of Public Agency and its employees shall be pooled in a single a,;count, based on term insurance rates, for survivors of all local safety members. b. A reasonable amount, as fixed by the Board, payable iI1 one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law.
c. A reasonable amount, as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

12. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees' Retirement Law, and on account of the experience under the Retirement System as determined by the periodic investigation and valuation required by said Retirement Law.
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13. Contributions required of Public Agency and its employees shall ~ paid by Public Agency to the Retirement System within fifteen days after the end of the period to which said contributions refer or as may be prescribed by Board regulation. If more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances. Adjustments on account of errors in contributions reqlji{ed of any employee may be made by direct payments between the employ~~ and the Board. s--z::....., .;)..ryt\-i
B. This amendment shall be effective on the ~+< day of De< .,.,,,,, b-u'C..__, ..1 ov l,

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF SANTA CLARA BY=-=~~~~~~!#'==~--LORI MCG

EMPLOY SERVICES DIVISION

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AMENDMENT ER# 30
PERS-CON-702A (Rev. 10105)
BY~~~

PRESIDING OFFICER
Witness Date
Attest:

Clerk
.. ' \
A
CalPERS
California
Public Employees' Retirement System
----•----

AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Santa Clara
----•----
The Board of Administration, California Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of the above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978, January 3, 1982, August 8, 1990, May 23, 1993, January 9, 2000, June 15, 2000, October 15, 2000 and May 26, 2002 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 12 are hereby stricken from said contract as executed effective May 26, 2002, and hereby replaced by the following paragraphs numbered 1 through 13 inclusive:

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members of said System subject to all provisions of 7he Public Employees' Retiremenr Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.

3. Employees of Public Agency in the following classes shall become members of said Retirement System-except-sucnih each such class as are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members); b. Local Police Officers (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as local miscellaneous members).

4. In addition to the classes of employees excluded from membership by said Retirement Law, the following classes of employees shall not become --members of said Retirement System:
a. CROSSING GUARDS AND EMPLOYEES OF THE RECREATION

DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE

EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT

WITHSTANDING THE FACT THAT THEY MAY AT TIMES BE

EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME
BASIS AND WHO ARE EMPLOYED APRIL 1, 1959 OR
THEREAFTER.

6. The percentage of final compensation to be provided for each year of credited prior and current service for local miscellaneous members in employment before and not on or after the effective date of this amendment to contract shall be determined in accordance with Section 21354 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Federal Social Security (2% at age 55 Full and Modified). . '•1 •

7. The percentage of final compensation to be provided for each year of credited prior and current service for local miscellaneous members in employment on or after the effective date of this amendment to contract shall be determined in accordance with Section. 21354.5 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Federal Social Security (2.7% at age 55 Full and Modified).

8. The percentage -Of- final compensation to be provided for each year of -----c-re-a~1ted prior and current service as a local safety-member shall be determined in accordance with Section 21362.2 of said Retirement Law (3% at age 50 Full and Modified).

9. Public Agency elected and elects to be subject to the following optional provisions:
a. Section 21571 (Basic Level of 1959 Survivor Benefits) for local miscellaneous members only.
b. Sections 21624 and 21626 (Post-Retirement Survivor Allowance) for local safety members only.
c. Section 21222.1 (One-Time 5% Increase - 1970). Legislation - - -- ·· --- repealed said-Section effective.January-1, -1980 .. - - . d. Section 21222.2 (One-Time 5% Increase - 1971). Legislation repealed said Section effective January 1, 1980.
e. Section 20042 (One-Year Final Compensation) for local police members and local miscellaneous members only.
f. Section 20516 (Employees Sharing Cost of Additional Benefits):

Section 20042 (One-Year Final Compensation) for local police members.

From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.250% of their compensation for a total contribution rate of 11.250% pursuant to Government Code Section 20516.
. '•• '
g. Section 21024 (Military Service Credit as Public Service). h.- - Section 21574 (Fourth Level of 1959 Survivor Benefits) for local safety members only.
i. Section 20503 (To Remove the Exclusion of All Hourly Rated or Hourly Basis Employees, Prospectively from June 15, 2000). j. Section 21548 (Pre-Retirement Optional Settlement 2 Death Benefit).

11. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959 Survivor Benefits provided under Section 21574 of said Retirement Law. (Subject to annual change.) In addition, all assets and - .liabilities of Public Agency and its employees shall be pooled in a single-account, based on term insurance rates, for survivors of all local safety members.
b. A reasonable amount, as fixed by the Board, payable in one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law.
c. A reasonable amount, as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

8. 13. Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within fifteen days after the end of the period to which said contributions refer or as may be prescribed by Board - regulation. If· more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances. Adjustments on account of errors in contributions required of any employee may be made by direct payments between the employee and the Board.

This amendment shall be effective on the 17th day of December , 2006

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY ,,_J-.

LOR TLAND, C IEF

EMPLOY SERVICES DIVISION

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
AMENDMENT ER# 0030
PERS-CON-702A (Rev. 10\05)

CITY OF SANTA CLARA
~~~~
Witness 6ate
Attest:

A
CalPERS
• •
C2 MAY 23 A1!,IO: 32
California
Public Employees' Retirement System
----•----

AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Santa Clara
----•---~
The Board of Administration, California Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of the above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978, January 3, 1982, August 8, 1990, May 23, 1993, January 9, 2000, June 15, 2000 and October 15, 2000 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 12 are hereby stricken from said contract as executed effective October 15, 2000, and hereby replaced by the following paragraphs numbered 1 through 12 inclusive:

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.
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3. • •
Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members); b. Local Police Officers (herein referred to as local safety members); C. Employees other than local safety members (herein referred to as local miscellaneous members).

DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE EMLOYED

ON A LESS THAN HALF-TIME BASIS NOT WITHSTANDING THE FACT

THAT THEY MAY AT TIMES BE EMPLOYED TEMPORARILY ON A

GREATER THAN HALF-TIME BASIS AND WHO ARE EMPLOYED
APRIL 1, 1959 OR THEREAFTER.

5. Removal of the exclusion of "All Hourly Rated Or Hourly Basis Employees", pursuant to Section 20503, is declarative of agency's previous interpretation and does not mandate any new classes of employees into membership.

6. The percentage of final compensation to be provided for each year of credited prior and current service for local miscellaneous members shall be determined in accordance with Section 21354 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Federal Social Security (2% at age 55 Full and Modified).

7. The percentage of final compensation to be provided for each year of credited prior and current service as a local safety member shall be determined in accordance with Section 21362.2 of said Retirement Law (3% at age 50 Full and Modified).

8. Public Agency elected and elects to be subject to the following optional provisions:
a. Section 21571 (Basic Level of 1959 Survivor Benefits) for local miscellaneous members only.
b. Sections 21624 and 21626 (Post-Retirement Survivor Allowance) for local safety members only.
c. Section 21222.1 (One-Time 5% Increase - 1970). Legislation repealed said Section effective January 1, 1980.
d.
e.
f.
• •
Section 21222.2 (One-Time 5% Increase - 1971). Legislation repealed said Section effective January 1, 1980.

Section 20042 (One-Year Final Compensation) for local police members and local miscellaneous members only.

Section 20516 (Employees Sharing Cost of Additional Benefits):

Section 20042 (One-Year Final Compensation)
From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.250% of their compensation for a total contribution rate of 11.250% pursuant to Government Code Section 20516.
g. Section 21024 (Military Service Credit as Public Service), Statutes of 1976. h. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local safety members only.
i. Section 20503 (To Remove the Exclusion of All Hourly Rated or Hourly Basis Employees, Prospectively from June 15, 2000).
j. Section 21548 (Pre-Retirement Optional Settlement 2 Death Benefit).

9. Public Agency shall contribute to said Retirement System the contributions determined by actuarial valuations of prior and future service liability with respect to local miscellaneous members and local safety members of said Retirement System.

10. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959 Survivor Benefits provided under Section 21574 of said Retirement Law. (Subject to annual change.) In addition, all assets and liabilities of Public Agency and its employees shall be pooled in a single account, based on term insurance rates, for survivors of all local safety members. b. A reasonable amount, as fixed by the Board, payable in one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law.
c. A reasonable amount, as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

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11. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees' Retirement Law, and on account of the experience under the Retirement System as determined by the periodic investigation and valuation required by said Retirement Law.

Adjustments on account of errors in contributions required of any employee may be made by direct payments between the employee and the Board.

This amendment shall be effective on the 26th day of_.o.:M::.ay,.__ ___ _, 2002 .

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF SANTA CLARA BY_+.~~-:L:-:~!::!1:c~~~~t'l="=)..._-BY=-6'/LL!:::.~1--Ptc::L:.1.:!.K:::.~..=:::-KE . MARZ N, CHIEF PR

ACTUARI & EMPLOYER SERVICES DIVISION

PUBLIC MPLOYEES' RETIREMENT SYSTEM

AMENDMENT
PERS-CON-702A (Rev. 8196)
Witness Date
Attest:
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CalPERS
California
Public Employees' Retirement System
....... ---•----

AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Santa Clara
----•---~
The Board of Administration, California Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of the above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978, January 3, 1982, August 8, 1990, May 23, 1993, January 9, 2000 and June 15, 2000 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 12 are hereby stricken from said contract as executed effective June 15, 2000, and hereby replaced by the following paragraphs numbered 1 through 12 inclusive:

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.

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DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE

EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT

WITHSTANDING THE FACT THAT THEY MAY AT TIMES BE

EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME
BASIS AND WHO ARE EMPLOYED APRIL 1, 1959 OR
THEREAFTER.

6. The percentage of final compensation to be provided for local miscellaneous members for each year of credited prior and current service shall be determined in accordance with Section 21354 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Federal Social Security (2% at age 55 Full and Modified).

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• • •
C. Section 21222.1 (Special 5% lncrease-1970). Legislation repealed said Section effective January 1, 1980.
d. Section 21222.2 (Special 5% lncrease-1971). Legislation repealed said Section effective January 1, 1980.
e. Section 20042 (One-Year Final Compensation) for local police members and local miscellaneous members only.
f. Section 20516 (Employees Sharing Cost of Additional Benefits):

Section 20042 (One-Year Final Compensation
From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.250% of their compensation for a total contribution rate of 11.250% pursuant to Government Code Section 20516.
g. Section 21024 (Military Service Credit as Public Service), Statutes of 1976.
h. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local safety members only.
i. Section 20503 (To Remove the Exclusion of "All Hourly Rated or Hourly Basis Employees", Prospectively from June 15, 2000).
j. Section 21548 (Pre-Retirement Optional Settlement 2 Death Benefit) for local miscellaneous members.

10. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959 Survivor Benefits provided under Section 21574 of said Retirement Law. (Subject to annual change.) In addition, all assets and liabilities of Public Agency and its employees shall be pooled in a single account, based on term insurance rates, for survivors of all local safety members. b. A reasonable amount, as fixed by the Board, payable in one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law.
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c. A reasonable amount, as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees' Retirement Law, and on account of the experience under the Retirement System as determined by the periodic investigation and valuation required by said Retirement Law.

12. Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within fifteen days after the end of the period to which said contributions refer or as may be prescribed by Board regulation. If more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances. Adjustments on account of errors in contributions required of any employee may be made by direct payments between the employee and the Board. ",I) J
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This amendment shall be effective on the Hrft( day of (JC;p SC/2- , ~ .

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF SANTA CLARA

AMENDMENT
PERS-CON-702A (Rev. 8\96)
// /4 /4o
Witness Date
Attest:

CS!
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A
CalPERS
California
Public Employees' Retirement System
-=== ♦~===

AMENDMENT TO CONTRACT
Between the
Board of Ac!lministration
California Pulblic Employees' Retirement System
and the
City Councill
City of Santa Clara
---=--= •-======
The Board of Administration, California Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of the above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978, January 3, 1982, August 8, 1990, May 23, 1993 and January 9, 2000 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective January 9, 2000, and hereby replaced by the following paragraphs numbered 1 through 12 inclusive:

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members. of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency CS)
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3. • •
and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.

Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members); b. Local Police Officers (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as local miscellaneous members).

DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE

EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT

WITHSTANDING THE FACT THAT THEY MAY AT TIMES BE

EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME
BASIS AND WHO ARE EMPLOYED APRIL 1, 1959 OR THEREAFTER.

6. The percentage of final compensation to be provided for local miscellaneous members for each year of credited prior and current service shall be determined in accordance with Section 21354 of said Retirement Law, subject to the reduction provided therein for service prior to January 1, 1956, termination of Social Security, for members whose service has been included in Federal Social Security (2% at age 55 Full and Modified).

C.
d.
e.

Section 21222.1 (Special 5% lncrease-1970). Legislation repealed said Section effective January 1, 1980.

Section 21222.2 (Special 5% lncrease-1971). Legislation repealed said Section effective January 1, 1980.

Section 20042 (One-Year Final Compensation) for local police members only.
f. Section 20516 (Public Agency and its employees have agreed to share the cost of the following benefit):

Section 20042 (One-Year Final Compensation)
From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.250% of their compensation for a total contribution rate of 11.250% pursuant to Government Code Section 20516.
g. Section 21024 (Military Service Credit as Public Service), Statutes of 1976.
h. Section 21573 (Third Level of 1959 Survivor Benefits) for local safety members only.
i. Section 20503 (To Remove the Exclusion of "All Hourly Rated or Hourly Basis Employees", Prospectively from the effective date of this amendment to contract).

10. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959 Survivor Benefits provided under Section 21573 of said Retirement Law. (Subject to annual change.) In addition, all assets and liabilities of Public Agency and its employees shall be pooled in a single account, based on term insurance rates, for survivors of all local safety members. b. A reasonable amount, as fixed by the Board, payable in one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law.

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This amendment shall be effective on the 15th day of ~J=u=n=e~--~ 2000 .

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY_.,..,..,,_.df&._,_.L.L..::..J....f-<-"'-+--<-=CL..J<<---F":,__-- KE T W. MAR ION, CHIEF
ACTUAR :AL & EMPLOYER SERVICES DIVISION

PUBLIC EMPLOYEES' RETIREMENT SYSTEM

AMENDMENT
PERS-CON-702A (Rev. 8\96)

CITY OF SANTA CLARA
~~~~ p SIDI~ OFFICER
Witness Date
Attest:
•
•
•
A
CalPERS
California
Public Employees' Retirement System
----•----

AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees' Retirement System
and the
City Council
City of Santa Clara
----•----
The Board of Administration, California Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of the above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978, January 3, 1982, August 8, 1990 and May 23, 1993 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective May 23, 1993, and hereby replaced by the following paragraphs numbered 1 through 11 inclusive:

2. • •
Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as . hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.

3. Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members); b. Local Police Officers (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as local miscellaneous members).

DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE

EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT

WITHSTANDING THE FACT THAT THEY MAY AT TIMES BE

EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME
BASIS AND WHO ARE EMPLOYED APRIL 1, 1959 OR
THEREAFTER;AND
b. PERSONS NOT OTHERWISE EXCLUDED WHO ARE

COMPENSATED ON AN HOURLY BASIS AND WHO ARE
EMPLOYED APRIL 1, 1963 OR THEREAFTER.

5. The percentage of final compensation to be provided for local miscellaneous members for each year of credited prior and current service shall be determined in accordance with Section 21354 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage, for members whose service has been included in Federal Social Security (2% at age 55 Full and Modified).

6. The percentage of final compensation to be provided for each year of credited prior and current service as a local safety member shall be determined in accordance with Section 21362 of said Retirement Law (2% at age 50 Full).
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Public Agency elected and elects to be subject to the following optional provisions:
a. Section 21571 (Basic Level of 1959 Survivor Benefits) for local miscellaneous members only.
b. Sections 21624 and 21626 (Post-Retirement Survivor Allowance) for local safety members only.
c. Section 21222.1 (Special 5% lncrease-1970). Legislation repealed said Section effective January 1, 1980.
d. Section 21222.2 (Special 5% lncrease-1971). Legislation repealed said Section effective January 1, 1980.
e. Section 20042 (One-Year Final Compensation) for local police members only.
f. Section 20516 (Public Agency and its employees have agreed to share the cost of the following benefit):

8. Public Agency shall contribute to said Retirement System the contributions determined by actuarial valuations of prior and future service liability with respect to local miscellaneous members and local safety members of said Retirement System.

9. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959 Survivor Benefits provided under Section 21573 of said Retirement Law. (Subject to annual change.) In addition, all assets and liabilities of Public Agency and its employees shall be pooled in a single account, based on term insurance rates, for survivors of all local safety members.

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A reasonable amount, as fixed by the Board, payable in one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law.

A reasonable amount, as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

10. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees' Retirement Law, and on account of the experience under the Retirement System as determined by the periodic investigation and valuation required by said Retirement Law.

11. Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within fifteen days after the end of the period to which said contributions refer or as may be prescribed by Board regulation. If more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances. Adjustments on account of errors in contributions required of any employee may be made by direct payments between the employee and the Board.

This amendment shall be effective on the 9th day of_J~a~n=ua=r~Y---~' 2000 .

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF SANTA CLARA BY )z< ,/,, )lUJfi:J.

PR DING FFICER

A UAR L & EMPLOYER SERVIC DIVISION &

PUBLIC MPLOYEES' RETIREMENT SYSTEM

AMENDMENT
PERS-CON-702A (Rev. 8196)
Witness Date '
Attest:
• AGREEMENT

TO POOL
1959 SURVIVOR BENEFITS ASSETS AND LIABILITIES

BETWEEN THE

BOARD OF ADMINISTRATION

CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM

AND THE

CITY COUNCIL

CITY OF SANTA CLARA
WHEREAS, Government Code Section 21574 provides for a single employer rate to be established to provide benefits under said Section on account of members employed by contracting agencies electing to include the provision of said Section in their contracts; and
WHEREAS, Government Code Section 21574, requires pooling of all assets and liabilities of all contracting agencies subject to said Section; · NOW, THEREFORE BE IT AGREED, that assets and liabilities of the City of Santa Clara and its covered employees shall be pooled pursuant to the provisions of Government Code Section 21574.

BOARD OF ADMINISTRATION CITY COUNCIL

PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF SANTA CLARA BY ' BY~~
KEN TH w. MARZ! N, CHIEF pFffiSIDlN OFFICER

ACTUAR L & EMPLOYER SERVICES DIVISION IT

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Date
PERS-CON-59 (Rev. 7/96)
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AMENDMENT TO CONTRACT

BETWEEN THE

BOARD OF ADMINISTRATION
OF THE
•

PUBLIC EMPLOYEES' RETIREMENT SYSTEM

AND THE

CITY COUNCIL
OFTHE

CITY OF SANTA CLARA
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943 and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July l, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978, January 3, 1982 and August 8, 1990, which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 11 are hereby stricken from said contract as executed effective August 8, 1990, and hereby replaced by the following paragraphs numbered 1 through 11 inclusive:

1. All words and terms used herein which are defined in the Public Employees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided. "Normal retirement age" shall mean age 60 for local miscellaneous members and age 50 for local safety members.

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.

4. • •
In addition to the classes of employees excluded from membership by said Retirement Law, the following classes of employees shall not become members of said Retirement System:
a. CROSSING GUARDS AND EMPLOYEES OF TIIE RECREATION

DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE

EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT

WITIISTANDING TIIE FACT THAT TIIEY MAY AT TIMES BE

EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME
BASIS AND WHO ARE EMPLOYED APRIL 1, 19S9 OR TIIEREAFTER; AND
b. PERSONS NOT OTHERWISE EXCLUDED WHO ARE COMPENSATED
ON AN HOURLY BASIS AND WHO ARE EMPLOYED APRIL 1, 1963
OR TIIEREAFTER.

5. The percentage of final compensation to be provided for local miscellaneous members for each year of credited prior and current service shall be determined in accordance with Section 21251.13 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage for members whose service has been included in Federal Social Security (2 % at age 60 Full and Modified).

7. Public Agency elected to be subject to the following optional provisions:
a. Sections 21380-21387 (1959 Survivor Benefits) excluding Section 21382.2 (Increased 1959 Survivor Benefits) and Section 21382.4 (Third Level of 1959 Survivor Benefits) for local miscellaneous members only. b. Sections 21263/21263.1 (Post-Retirement Survivor Allowance) for local safety members only.
c. Section 21222.1 (Special 5% Increase -1970). Legislation repealed said Section effective January I , 1980.
d. Section 21222.2 (Special 5% Increase - 1971). Legislation repealed said Section effective January 1, 1980.
e. Section 20024.2 (One-Year Final Compensation) for local police members only. ,
f.
• •
Section 20500 (Public Agency and its employees have agreed to share the cost of the following benefit):

Section 20024.2 (One-Year Final Compensation).

From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.250% of their compensation - for a total contribution rate of 11.250% pursuant to Government Code Section 20500. g. Section 20930.3 (Military Service Credit as Public Service), Statutes of 1976. h. Sections 21380-21387 (1959 Survivor Benefits) including Section 21382.4 (Third Level of 1959 Survivor Benefits) for local safety members only.

9. Public Agency shall also contribute to said Retirement System as follows:
a. Public Agency shall contribute $2.50 per employee, per month on account of the liability for the 1959 Survivor Benefits provided under Section 21382.4 of said Retirement Law. (Subject to annual change.) In addition, all assets and liabilities of Public Agency and its employees shall be pooled in a single account, based on term insurance rates, for survivors of all local safety members. b. A reasonable amount, as fixed by the Board, payable in one installment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law. c. A reasonable amount, as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

11. • •
Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within fifteen days after the end of the period to which said contributions refer or as may be prescribed by Board regulation. If more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances. Adjustments on account of errors in contributions required of any employee may be made by direct payments between the employee and the Board.

This amendment shall be effective on the ;?.3" 1 day of __ ;..../>J.c..'/r:...;..,..{ _____ _,, 19 93.

BOARD OF ADMINISTRATION CITY COUNCIL

OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM
BY ~~~,~~~ON

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
PERS-CON-702 (AMENDMENT)
(Rev. 10/92)

CITY OF SANTA CLARA
Witness Date aw
Attest:

APPROVED AS TO FORM:
~1Jv.»J~ 9ou2~ Cit Attorney
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~GREEMENT -HORIZING THE RELEASE OF

BENEFITS ASSETS AND LIABILITIES INTO THE

SURVIVOR BENEFIT POOL
.9 SURVIVOR
THIRD LEVEL 1959
This Agreement is made and entered into on this J3nJ day of March, 1993, by and between the CITY OF SANTA CLARA, CALIFORNIA, a chartered municipal corporation (herein "CITY"), and THE BOARD OF ADMINISTRATION OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM (herein.

CITY and BOARD are herein referred to collectively as the "Parties."
THE PARTIES AGREE AS FOLLOWS:

WHEREAS, CITY has adopted a Resolution of Intention to include in its contract with the BOARD, pursuant to Government Code Sections 214380-21387, including Government Code Section 21382.4, the Third Level of 1959 Survivor Benefits for local safety members only; and
WHEREAS, Government Code Section 21382.4, requires all assets and liabilities of all contracting agencies subject to this section, and their employees who are covered by this section, to be pooled into a single account;
NOW THEREFORE THE PARTIES FURTHER AGREE:

Accumulated and/or future contributions required of the CITY and its covered employees are to be released, pursuant to the provisions of Government Code Section 21382.4, to a single account referred to herein as the Third Level 1959 Survivor Benefits Pool.

CITY OF SANTA CLARA
AEL R. DOWNEY
y Attorney
ATTEST:
~-<:4~<½-E. BOCCIG E
City Clerk

BOARD OF ADMINISTRATION

PUBLIC EMPLOYEES RETIREMENT
SYSTEM
By: ~d-/~
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Chief, Contract Services
Division of the Public
Employees' Retirement
System
"BOARD"
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By;e?~?:z re': M )g 1:'f,A
EVERETT N. SOUZA
Mayor
Address:
1500 Warburton Avenue
Santa Clara, California 95050
Telephone: ( 408) 984-3000
"CITY"
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AMENDMENT TO CONTRACT

BETWEEN THE

BOARD OF ADMINISTRATION
OF THE
•
PUBLIC EMPLOYEES' RE'l'IREMENT SYSTEM

AND THE

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
The Board of Administration, Public Employees' Retirement System, hereinafter referred to as Board, and the governing body of above public agency, hereinafter referred to as Public Agency, having entered into a contract effective September 1, 1943, and witnessed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975, March 19, 1978 and January 3, 1982, which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 1 through 9 are hereby stricken from said contract as executed effective January 3, 1982, and hereby replaced by the following paragraphs numbered l through 11 inclusive:

1. All words and terms used herein which are defined in the Public Employees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided. "Normal retirement age" shall mean age 60 for local miscellaneous members and age 50 for local safety members.

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except those, which by express provisions thereof, apply only on the election of a contracting agency.

3. Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members); b. Local Police Officers (herein referred to as local safety members);
c. Employees other than local safety members (herein referred to as local miscellaneous members).
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In addition t'o the classes of employees excluded from membership by said Retirement Law, the following classes of employees shall not become members of said Retirement System:
a. EMPLOYEES OF 'l'HE RECREATION DEPARTMENT AND CITY LIBRARY WHO

NORMALLY ARE EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT WITHSTANDING 'l'HE FACT THAT 'l'HEY MAY AT TIMES BE EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME BASIS;
b. CROSSING GUARDS; AND
c. PERSONS NOT OTHERWISE EXCLUDED WHO ARE COMPENSATED ON AN HOURLY BASIS AND WHO ARE EMPLOYED APRIL 1, 1963, OR THEREAFrER.

5. The percentage of final compensation to be provided for local miscel laneous members for each year of credited prior and current service shall be determined in accordance with Section 21251.13 of said Retirement Law, subject to the reduction provided therein for service on and after January 1, 1956, the effective date of Social Security coverage for members whose service has been included in Federal Social Security (2% at age 60 Full and Modified).

7. Public Agency elected to be subject to the following optional provisions:
a. Sections 21380-21387 (1959 Survivor Benefits) excluding Section 21382.2 (Increased 1959 Survivor Benefits) and Section 21382.4 (Third Level of 1959 Survivor Benefits).
b. Sections 21263/21263.l (Post-Retirement Survivor Allowance) for local safety members only.
c. Section 21222.1 (Special 5% Increase - 1970). Legislation repealed said Section effective January 1, 1980.
d. Section 21222.2 (Special 5% Increase - 1971). Legislation repealed said Section effective January 1, 1980.
e. Section 20024.2 (One-Year Final Compensation) for local police members only.
f. Section 20500 (Public Agency and its employees have agreed to share the cost of the following benefit):

Section 20024.2 (One-Year Final Compensation).

From and after January 3, 1982 the local police employees of Public Agency shall be assessed an additional 2.25% of their compensation - for a total contribution rate of 11.25% pursuant to Government Code Section 20500.
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g. Section '20930.3 (Military Service Credit as Public Service), Statutes of 1976.

Public Agency shall contribute to said Retirement System the contributions determined by actuarial valuations of prior and future service liability with respect to local miscellaneous members and local safety members of said Retirement System.

Public Agency shall also contribute to said Retirement System as follows:
a. A reasonable amount, as fixed by the Board, payable in one in stallment within 60 days of date of contract to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law. b. A reasonable amount, as fixed by the Board, payable in one in stallment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

11. Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within fifteen days after the end of the period to which said contributions -refer or as may be prescribed by Board regulation. If more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances.

Adjustments on account of errors in contributions required of any employee may be made by direct payments between the employee and the Board.

This amendment shall be effective on the
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day of

BOARD OF ADMINISTRATION CITY COUNCIL

OF THE PUBLIC EMPLOYEES' RETIREMENT SYSTEM

CITY OF SANTA CLARA
BY rtP4~Ttr&~~

PUBLIC EMPLOYEES' RETIREMENT SYSTEM

APPROVED AS TO FORM
Witness Date
Attest:

PERS-CON-702 (AMENDMENT)
•
•
•
•
• •

AMENDMENT TO CONTRACT BETWEEN THE

BOARD OF ADMINISTRATION

PUBLIC EMPLOYEES' RETIREMENT SYSTEM

AND THE

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
The Board of Administration, Public Employees' Retirement System, herein after referred to as Board, and the governing body of above public agency, here inafter referred to as Public Agency, having entered into a contract under date of September 1, 1943, effective September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964, August 1, 1969, January 27, 1974, June 26, 1975 and March 19, 1978, which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A, Paragraphs 1 through 9 are hereby stricken from said contract as executed effective March 19, 1978, and hereby replaced by the following paragraphs numbered 1 through 9 inclusive:

1. All words and terms used herein which are defined in the Public Employees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided, "Normal retirement age" shall mean age 60 for local miscellaneous and age 50 for local safety members.
2, Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943 making its employees as hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except such as by express provisions thereof apply only on the election of contracting agencies .
3, Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as are excluded by law or this agreement:
a, Local Firemen (herein referred to as local safety members); b. Local Policemen (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as local miscellaneous members).

In addition to the classes of employees excluded from membership by said Retirement Law, the following·· classe·s o·f employees shall not become members of said Retirement System:·
. '
•
•
•
•
•

4. • •

EMPLOYEES OF THE RECREATION DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE EMPLOYED ON A LESS THAN HALF-TIME BASIS NOT

WITHSTANDING THE FACT THAT THEY MAY AT TIMES BE EMPLOYED

TEMPORARILY ON A GREATER THAN HALF-TIME BASIS

CROSSING GUARDS

PERSONS NOT OTHERWISE EXCLUDED WHO ARE COMPENSATED ON AN HOURLY BASIS AND WHO ARE EMPLOYED APRIL 1, 1963, OR THEREAFTER The fraction of final compensation to be provided for local miscel laneous members for each year of credited prior and current service shall be that provided in Section 21251.13 subject to the reduction provided therein for service on and after January 1, 1956 of members whose service has been included in Federal Social Security.

5. The fraction of final compensation to be provided for each year of credited prior and current service as a local safety member shall be determined in accordance with Section 21252.01 of said Retirement Law (2% at age 50 Full).

6. The following additional provisions of the Public Employees' Retire ment Law which apply only upon election of a contracting agency shall apply to the Public Agency and its employees:
a • Sections 21380-21387, (1959 Survivors Program), excluding Section 21382.2 (Increased 1959 Survivors benefits).
b. Sections 21263/21263.1 (Post-retirement survivor allowance), for local police members effective July 1, 1975, and for local fire members effective November 1, 1975.
c. Section 21222.1 (Special 5% increase - 1970).
d. Section 21222.2 (Special 5% increase - 1971).
e. Section 20024.2 (One-year final compensation), for local police members only •
f. Pursuant to Government Code Section 20500, Public Agency and its local police employees have agreed to share the cost of the following benefit:

Section 20024.2 (One-year final compensation).

From and after the effective date of this contract amendment the employees of Public Agency shall be assessed an additional 2.25% of their compensation - for a total contribution rate of 11.25% • w
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Public Agency shall contribute to said Retirement System as follows:
a. With respect to miscellaneous members, the agency shall con tribute the following percentages of monthly salaries earned as miscellaneous members of said Retirement System:
(1) 12.403 percent on account of the liability for current service benefits.
(2) 0.003 percent on account of the liability for the 1959 Survivor Program.
(3) 0.072 percent until June 30, 1985 on account of the liability for the benefits provided under Section 21222.1 of said Retirement Law.
b. With respect to local safety members, the agency shall contribute the following percentages of monthly salaries earned as local safety members of said Retirement System:
(1) 0.166 percent until June 30, 1983 on account of the liability for prior service benefits.
(2) 25.874 percent on account of the liability for current service benefits.
(3) 0.032 percent on account of the liability for the 1959 Survivor Program.
(4) 0.123 percent until June 30, 1985 on account of the liability for the benefits provided under Section 21222.1 of said Retirement Law.
c. A reasonable amount per annum, as fixed by the Board to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodic investigation and valuations required by law • d. A reasonable amount as fixed by the Board, payable in one install ment as the occasions arise, to cover the costs of special valua tions on account of employees of Public Agency, and costs of the periodic investigation and valuations required by law.

8. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees' Retirement Law, and on account of the experience under the Retirement System as determined by the periodic investigation and valuation required by said Retirement Law.

9. Contributions required of Public Agency and its employees shall be paid by Public Agency to t.he Ret:i,rement System within thirty days after the end of the period to which .said contributions refer or as may be prescribed by Board regulation. If more or less than the w
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correct amount of contributions is paid for arry period, proper adjustment shall be made in connection with subsequent remittances, or adjustments on account of errors in contributions required of any employee may be made by direct cash payments between the employee and the Board. Payments by Public Agency to Board may be made in the form of warrants, bank checks, bank drafts, certified checks, money orders or cash.

B. This amendment shall be attached to said contract and shall be effective on the 3 M>I day of ::T"A IVVAA-1' • 1 91'<,.

Witness our hands the ----~3,_,.,,f ______ day of lJe. ec -.&'-It , 1 9S-/.

BOARD OF ADMINISTRATION

PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Approved as to form:

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
Attest:
~ 4c-.C:

PERS CON-702
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THE CITY OF SANTACLARA

CALIFORNIA
May 24, 1978
:, Public Employees' Retirement System
i\. P. 0. Box 1953
Sacramento, CA 95809
Attention: Mr. Kisuk Yang, Contracts Division
Gentlemen:

PERSONNEL DEPT.

RECORDS & BENEFITS OlVISION
. 1500 WARBURTON AVE.

SANT A CLARA, CA. 95050
1408! 984-3253 994-325~
This is to inform you that on May 16, 1978, the City
Council approved changing our funding period to 1985 rather than to the year 2,000 to provide for the one time 5%
increase for pre-1971 retirees •
The new funding period will allow us to utilize retired member data as of 1977, whereas the old rate which extended the funding period to the year 2,000 was based on 1976 data, if we understand your last letter correctly.

Please send us an amended contract showing the approved changes at your earliest convenience.

Thank you for your cooperation.

Yours truly,
i_j.) ~1·"
E. Ted Myers, Director
Records Administration/Benefits
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AMENDMENT TO CONTRACT BETWEEN THE

BOARD OF ADMINISTRATION

PUBLIC EMPLOYEES' RETIREMENT SYSTEM

AND THE

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
f?'\ 7f1 pr.:~I
l::(\J"tU\0
The Board of Administration, Public Employees' Retirement System, herein after referred to as "Board", and the governing body of above public agency, hereinafter referred to as "Public Agency", having entered into a contract under date of September 1, 1943, effective September 1, 1943, and as amended effective September, 1, 1947, June l, 1950, May l, 1956, October l, 1958, Aprill, 1959, July l, 1959, Aprill, 1963, July l, 1964, October l, 1964, August l, 1969, January 27, 1974, and June 26, 1975, which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs l through 8 are hereby stricken from said contract as executed effective January 27, 1974, and hereby replaced by the following paragraphs number l through 9 inclusive:
l. All words and terms used herein which are defined in the Public Employees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided. "Normal retirement age" shall mean age 60 for miscellaneous members and age 50 for local safety memb·ers.

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 1943, making its employees as hereinafter provided, members of said System subject to all provisions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except such as by express provisions thereof apply only on the election of contracting agencies •

3. Employees of Public Agency in the following classes shall become members of said Retirement System except such in each such class as are.excluded by law or this agreement:
a, Local Firemen (herein referred to as local safety members); b. Local Policemen (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as miscellaneous members).

In addition to the classes of employees excluded from membership by said Retirement Law, the following classes of employees shall not become members of said Retirement System:

EMPLOYEES OF THE RECREATION DEPARTMENT AND CITY LIBRARY WHO NORMALLY ARE

EMPLOYED ON A LESS THAN HALF-TIME BASIS NOTWITHSTANDING THE FACT THAT THEY MAY AT TIMES BE EMPLOYED TEMPORARILY ON A GREATER THAN HALF-TIME BASIS.

CON. FORM 702-1
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CROSSING GUARDS.

PERSONS NOT OTHEBWISE EXCLUDED WHO ARE COMPENSATED ON AN HOURLY BASIS AND WHO ARE EMPLOYED APRIL 1, 1963 OR THEREAFTER.

4. The fraction of final compensation to be provided for each year of credited prior and current service as a miscellsneous member upon retirement at normal retirement age shall be that provided in Section 21251.13 of said Retirement Law with all service prior to Social Security termination January 1, 1956
subject to the reduction provided by said section.

5. The fraction of final compensation to be provided for each year of credited prior and current service as a safety member shall be determined in accordance with Section 21252.01 of said Retirement Law (2% at age 50).

6. The following additional provisions of the Public Employees' Retirement Law which apply only upon election of a contracting agency shall apply to the Public Agency and its employees:
a. Sections 21380-21388 (providing for allowances for survivors of melli>ers covered under the 1959 Survivor's Program upon the melli>er's death before retirement).
b. Sections 21263 and 21263.1 (providing upon the death of a member who retired for service or disability for continuance of'a post-retirement survivor allowance to certain survivors) for local police members effective July 1, 1975, and for local fire members effective November 1, 1975.
c. Section 21222.1 (providing a five-percent increase in allowance to which the annual cost-of-living provisions apply, payable for time c01DD1encing on 'the first day of the calendar month coinciding with or next following the effective date of the amendment to add this section to this contract, to or on account of members retired or deceased on or prior to December 31, 1970). d. Section 21222.2 (providing a five-percent increase in allowances to which the annual cost-of-living provisions apply, payable for time comnencing on the first day of the calendar month coinciding with or next following the effective date of the amendment to add this section to this contract, to or on account of members retired or deceased on or after January 1, 1971 but before July 1, 1971).

7. Public Agency shall contribute to said Retirement System as follows:
a. With respect to miscellaneous members, the agency shall contribute the following percentages of monthly salaries earned as miscellaneous members of said Retirement System:
(1) 9.260 percent on account of the liability for current service benefits.
(2) 0.010 percent on account of the liability for the
1959 Survivor Program.

Con. Form 702-2
~
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•
•
•
•
b.
• •
(3) 0.025 percent until .June 30, 2000 on account of the liability for the benefits provided under Section
21222.1 and/.er 21222.2 of said Retirement law.

With respect to local safety members, the agency shall
contribute the following percentages of monthly salaries earned as local safety members of said Retirement System:
(1) 0.214 percent until June 30, 1983 on account of the liability for prior service benefits.
(2) 23.422 percent on account of the liability for current service benefits.
(3) 0.017 percent on account of the liability for the
1959 Survivor Program.
(4) 0.042 percent until .June 30, 2000 on account of the liability for the benefits provided under Section
21222.l and/or 21222.2 of said 'Retirement Law.
c. A reasonable amount per annum, as fixed by the Board to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodical investigation and valuations required by law.
d. A reasonable amount as fixed by the Board, payable in one installment as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, and costs of the periodical iuvestigation and valuations required by law.

8. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees I Retirement Law, and on account of the experience under the Retirement System as determined by the periodical investigation and valuation required by said Retirement Law.

9. Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within thirty days after the end of the period to which said contributions refer or as may be prescribed by Board regulation. If more or less than the correct amount of contributions is paid for any period, proper adjustment shall be made in connection with subsequent remittances, or adjustments on account of errors in contributions required of any employee may be made by direct cash payments between the employee and the Board.

Payments by Public Agency to Board may be made in the form of warrants, bank checks, bank drafts, certified checks, money orders, or cash.

Con. Form 702-3
1:5:1
1:5:1
1:5:1 ....
•
•
•
•
•
• •
B. This amendment shall be attached to said contract and shall~ effective on the / 9 ~- day of ~ , 19 7 ?' .

Witness our bands this ).. , '.'1'.' day of t;4,. .,.. /> , 19 7.f'

BOARD OF ADMINISTRATION

PUBLIC EMPLOYEES' BETIREMENT SYSTEM
tive Officer
Approved as to form:
.... ...,
Legal Office, PERS l'2._21_17

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
BY#~._ ✓-~ B:r1~~,;;c~
City Manage
Attest:
<;rerk
Con. Form 702•4
•
•
•
• •
AMENDMENT TO OONI'RACT m:l'WEEN THE

BOARD OF AIMINISTRATION
PUBLIC EMPLOYEES• RErntmENI' SYST»!

AND THE

CITY OOUNCIL
OF THE
CITY OF SANrA CLARA
The Board of Adrni ni stration, Public Employees• Retirement System, hereinafter referred to as Board and the CITY OOUNCIL of the CITY OF SANI'A CLARA, hereinafter referred to as Public Agency having entered into a contract under date of September 11 1943, effective September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, Mey- 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959, April 1, 1963, July 1, 1964, October 1, 1964; August 1, 1969, and January 27, 1974, and as provided by Chapters 170 and 316, statutes of 1971, lllhich provide for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Sub-paragraph d. shall be added to Paragraph .5 of said Contract:

5. d. Sections 21263 and 21263.1 (effective July 1, 1975 for local policemen and November 1, 1975 for local firemen
providing for the continuation of a post-retirement
survivor allowance to certain survivors of a member
who retired for service or disability).

B. Sub-paragraphs (a) and (b) shall be stricken from paragraph 6 of :said contract and the followillg sub-paragraphs substituted therefor:

6. Public Agency shall contribute to said Retirement System as follows:
a. With respect to miscellaneous members, the public agency shall contribute the followillg percentages of monthly
salaries earned as miscellaneous members of said System:
(1) 7.18 percent on account of the liability for current. service benefits, said percent.age being fixed by
Section 20750 of the Retirement Law.
(2) 0.01 percent on account of the liability for the
1959 Survivor program.
b. With respect to local safety members, the public agency shall contribute the followillg percentages of monthly
salaries earned as local safety members of said System:
(1) 0.217 percent until June 30, 1983 on account of the liability for prior service benefits.
(2) 21.443 percent on account of the liability for
current service benefits.

Ret. Form 702-1
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•
•
•
•
•
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(3) 0.074 percent on account of the liability :for the
1959 Survivor program.
c. This amendment shall be att~ed to said contra~d shall become effective on the 2 ~ "\ day of ~••1.« J f ~ r •
Witness our hams this ;If~ day of J.• c7- l"j :>J-_
:OOARD OF ADMINISTRATION
PUBLIC EMPLOYEES• RETIREMENT SYS'l'l!M
Approved as to Form:

CITY COUNCIL
OF THE
~:r:~
Attest:~,/~
(}[erk
(S.l
(SI
(SI
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-·
•
•
•
•
·• •
AME:NDMENT TO CONTRACT BETWEEN THE
BOABD OF ADl!IBISTRATION

PUBLIC EMPLOYEES' RETIHRMEN'I' SYSDM

AND THE

CITY COUNCIL
OP THE
CITY OP SAN'.rA CLARA
!he :Board of Administration, Public Employees' Retirement System, hereinafter refe=ed to as Board and the CITY COUNCIL of the CITY OF SANTA CLARA, hereinafter refe=ed to as Public Agency hav:ing entered into a contract under date of September l, 1943, effective September l, 1943, and as amended effective September 1, 1947, July l, 1950, May l, 1956, October l, 1958, April l, 1959, July l, 1959, April l, 1963, July l, 1964, October 1, 1964, and AUg11St l, 1969, end as provided by Chapters 170 and ;il6, Statutes of 1971, which provide for participation of Public Agency in said System, Bos.rd and Public Agency hereby agree as follows:

A. Paragraphs l through 9 are hereby stricken from said contract as executed effective September l, l94;i, and are hereby replaced by the following paragraphs numbered l through 8 inclusive:
l. All words and terms used herein wbich are defined in the Public Employees• Retirement Law ah.all have the meaning as defined therein unless otherwise specifically provided. "Normal retirement age" shall mean age 60 for miscellaneous members, age 55 for local policemen until December 29, 1974, age 50 thereafter, and age 50 for local firemen effective January 27, 1974.

2. Public Agency shall participate in the Public Employees' Retirement System from and after September 1, 194:;i, rnak1ng ~ts employees as hereinafter provided, members of said System subject to all provi sions of the Public Employees' Retirement Law except such as apply only on election of a contracting agency and are not provided for herein and to all amendments to said Law hereafter enacted except such as by express provisions thereof apply only on the election of contracting agencies •
;. Employees of Public Agency in the following classes and groups shall become members of said Retirement System except such in each such class and group as are excluded by law or this agreement:
a. Local firemen (herein referred to as local safety members); b. Local policemen (herein referred to as local safety members); c. Employees other than local safety members (herein referred to as miscellaneous members) •
Ret. Form 702-1
. ,
•
·•
•
•
•
•
·• • In addi ti.on to the employees excluded from membership by said Retire ment Law, the foll.owing empl.oyees shal.1. not become members of the Retirement System:

EMPLO!EES OF !l'HE RECREATION DEPARTMENT AND CITY LIBRARY WHO NORMALLY AilE EMPLOYED ON A LESS THAN HALF TIME :BASIS NOTWITHSTANDING mE FACT THAT THEY MA.Y AT TIMIDS :BE EMPLOYED TEMPORARILY ON A GREATER THAN 'HALF-TIME BA.SIS.

CROSSING GUARDS
' PERSONS NOT OTHERWilil!l EXCLUIIED WHO ARE COMPEN'SA~ ON AN HOURLY BA.SIS AND WHO ABE EMPLOYED APllIL 1., 1.963 OR THEllEAll'TER.

4. The fraction of final. compensation to be provided for each year of credited prior and current service as a miscel.1.aneous member sball. be that provided in Section 21.251..1.3 subject to the reduction pro vided therein :for service on or after January 1, 1.956 of members whose service has been incl.uded in the :federal system.

5. The following provisions o:f the Public Employees' Retirement Law which apply on1y upon election of a contracting agency shall apply to the Public Agency and its employees:

6. a. The :fraction o:f :final compensation to be provided for each year of credited prior and current service as a 1.ocal policeman shal.l be determined in accordance with Section 21.252.1. o:f said Retirement Law until. December 29, 1974 and in accordance with Section 21.252.01. thereafter and :for 1.ocal. firemen the :fraction of final. compensation ~ shall be determined in accordance with Section 21.252.0l. b. Section 20952.5 (providing :for age 50 as the minimum voll.llltary retirement age with benefit pey:ments commencing prior to age 55 subject to actuarial discount for 1.ocal policemen).
c. Section 21380-7 (providing :for al.lowances :for survivors covered under the program upon death before retirement).

Public Agency sha:U contribute to said Retirement System as :follows:
a. With respect to miscel.1.aneous members, the public agency shall. contribute the following percentages of montbl.y salaries earned as miscellaneous members of said System:
(1.) 7. 18 percent on account of the liabil.i ty :for cu=ent service benefits, said percentage being fixed by Section 20750 of the Retirement Law.
(2) O.Ol percent on account of the liability :for the 1959 Survivor program •
Ret. Form 702-2
.. . ,·.
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•
·• • b. With respect to local. safety 1!12mbers, the public agency eha1l contribute the following percentages of monthly sal.aries earned as local safety members of said System:
(l) 0.039 percent until June 30, 1983 on account of the liability for prior service benefits,
(2) 17,094 percent on account of the liability for current service benefits.
0,140 percent on account of the liability for the 1959 Survivor program. •. ~l
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c. A reasonable amount per annum, as fixed by Board to cover the' costs o-f' adrnin1 stering sa:id System as it affects the employees of Public Agency, not including the costs of special. valuations or of the periodical investigation and valuation required by law. d. A reasonable amount as fixed by the Board, payable in one install ment as the occasions arise, to cover costs of special valuations on account of employees of Public Agency, and costs of the period ical investigation and valuation required by law.
7, Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the Public Employees• Retirement Law, and on account of experience under the Retirement System, as determined by the periodical investigation and val.uat:l.on required by said Retirement Law •
8, Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within thirty days after the end of the period to which said contributions refer. If more or less than the correct amount of contribution is paid for any period, proper adjustment shall be made in connection with subsequent remittances, or adjustments on account of errors 1n contributions required of any employee may be made by direct cash payments between the employee and Board. Payments by Public Agency to Board may be made in the form of wa=ants, bank checks, bank drafts, certified checks, money orders, or cash.
:s. This amendment shall be attached to said contract and shall become effective on the .z, 7 -,oz;_ day of & ,..~ , 7 / '7 ? 'f • ; Witness our hands this _____ ..;2:.:· :..Z<-.~---- day of I,,~ I c;? -3 llOARD OJ.i' ADMINIS!i'RATION CITY COUNCIL OF THE
PUl!LIC EMPLOYEES' BETIBEMEN'I' SYSTEM CITY OF SANTA CLARA I
:BY ~ g t Lt---.

PresiQ Officer
Attest: -
_?clerk
Ret. Form 702-3
•
• STATE OF CALIFORN1A BOARD OF ACMINISTRATION RONALD REAGAN, Governor PIA!C EMPLOYEES' RETIREMENT
U~NTH STREET, P.O. BOX 1953
SYSTEM
SACRAMENTO, CALIFORNIA 95809
Reply to Section 23
•
•
AGENCY NAlfil:Santa Clara, City of
AGENCY NUMBER: ·30
DATE: June 1, 1972 ·
SUBJECT: INCREASE. IN EMPLOYER CONTRIBUTION RATE FOR MISCELLANEOUS MEMBERS COVERED UNDER THE 1959 SURVIVOR PROGRAM
AB 207, Chapter 1617, Statutes of 1~71, increased the survivor allowances under Section 21382 payable for time commencing Aprill, 1972 as follows:
l, One eligible survivor
2, Two eligible survivors
3, Three or more eligible survivors
from $90 to $18o
from $18o to $360
from $250 to $430
Your agency's contributions to the Retirement Fund for miscellaneous members . under this provision will be increased effective July 1, 1972. This is an estimated rate which will be effective until July 1, 1973.

EMPLOYER CONTRIBUTION RATE FOR MISCELLANEOUS MEMBERS -- EFFECTIVE JULY l, 1972 •
Prior Service
1959 Survivors
Current Service
Total
,00%
,01%
7,157.
7,16%
The employees' contribution for the 1959 Survivor program will continue at $2,00 per month.

Please let us know if you have any questions.
~faA?~

CHIEF ACTUARY
300
Cl
Cl Cl .....
- PUBLIC EMPLOYEES RETI-ENT SYSTEM OUAORENNIAL •
ACTUARIAL VALUATION FOR SAFETY ~EMBERS OF
. . - . .
~ANTA CLARA CITY OF ER, 30
AS OF 7/ l/1971

PERCENT OF PAYROLL

CURRENT SERVICE
NORMAL COST $

UNFUNDED LIAB, S
~ . . . . .

PRIOR SERVICE
.• UNFUNDED i.iAB, $

DEATH BENEFITS
NORMAL COST s

UNFUNDED LIAB, S
SURVIVOR BENo
NORt-lAL COST s
UNFUNDED LIAB, $
·2433
\3416
·2i93
48719
TOTAL
"TOTAL
TOTAL
'TOTAL
TOTAL Et-lPLOYER RATE ~F'FECTIVE ii i/1971

PRESENT EMPLOYER RATE
7i2961!
,039~
,0961!
,005111
,087SS
,072»
-, l oli
9,42~-1
.UAL' PAYROLL AS OP VALUATION $
l0o596'll
'2523805
MEMBERSHiP DATA AS OF VALUATION
ACTIVE

INACTIVE

RETIRED
193 ANNUAL COST
10 16
S 237793
NOTE
•· '•

ADJUSTED AGENCY CONTRIDUTION RATES HAVE BEEN ESTABLISHED TO AMORTISE PS UNFUNDED LIABILITIES BY JULY lt i983,
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"" STATE OF CALIFORNIA-BOARD <'F ADMINISTRATION RONALD REAGAN, Governor -.J GJ.~,l~H ~~~~?;~!;:9:ETIREMENT
SACRAMENTO, CALIFORNIA 95809
SYSTEM
Pleose DirKf Your Reply fo SKfio,._ _____ _
Reier to Member A.rcount Numl::utr ______ _
AGENCY NAME ~ ~ ~
AGENCY NUMBER 30
! DATE: JUNE .977330000000ex 05, 1971
In the event
rate for the

7.15%
that Senate Bill 249 (Grunsky) passes, the .employer .contribution current service liabilities for miscellaneous members will be of member payroll effective July 1,' 1971. •
Prior service contribution rate will be in addition to the current service rate quoted above. Your a~ency will have a choice of funding its prior service liabilities to 1980, 1990, 2000 or any other year which does not exceed 2000. ' The present values of prior service liabilities are as follows:
c. ACTIVE :

RETIRED:

TOTAL:

EMPLOYER ASSETS: (-)
$ 3489
98612
102101
·97733
UNFUNDED LIABILITY: $ 4368
• PRIOR SERVICE RATE

TOTAL EMPLOYER RATE
1980
.01%

7.16%

PRIOR SERVICE FUWDED TO
.!2.2Q. 2000
.01%

7.16%
· .00%
0 Other: 19
Please indicate the funding period you desire by circling the year and return one completed copy of this form to PERS.

Authorized -------
Title ________ _
Date
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KISUK /$- -0

ACTUARY
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• AMENDMENT TO CONTRACT :BETWEEN THE

BOARD OF ADMINISTRATION
•
PUBLIC EMPLOYEES' RErIREMENT SYSTEM

AND THE
cm COUNCIL
OF THE
cm OF SANrA CLARA
The Board o:f Administration,, Public Employees I Retirement System, hereina.i'ter referred to as Board, and the CITY COUNCIL o:f the CITY OF SAMA CLARA, hereina.i'ter referred to as Public Agency, having entered into a contra.ct under date o:f September l, l943, e:f:fective September l, l943, and as amended e:f:fective September l, l947, July l, l950, May l, l956, October l, l958, Aprill, l959, July l, l959, April l, l963, July l, l964, and October l, l964, which provides :for the participa tion o:f Public Agency in said System, Boa.rd and Public Agency hereby agree as fol lows:

A. The :following subparagraphs shall be added to said contra.ct:
5(c)(l4)
and
6(h)(9)
Section 21251.75 of the Government Code (providing :for increases in allowances payable :for time commencing on the first day o:f the calendar month coinciding with or next following the ef:fec ti ve date o:f this amendment to persons retired prior to January l, l967).

B. Para.graphs 7 (a) and 7 {b) shall be stricken :from said contra.ct and the following para.graphs substituted therefor:
7 (a)
7 (b)
With respect to miscellaneous members, the public agency shall contribute the following percentages o:f monthly salaries earned as miscellaneous members of said System:
(l) 0.215 percent until 8-31-83 on account of the liability for prior service benefits.
(2) 5.859 percent on account o:f the liability for current service benefits.

With respect to local safety members, the public agency shall contribute the following percentages o:f monthly salaries earned as local. safety members of said System:
(l) 0.219 percent until August 3l, 1983 on account of the liability for prior service benefits.
(2) 10.377 percent on account of the liability for current service benefits •
Ret. Form 702-l
- y:41
• • •
•
•
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•
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C, This amendment shall be attached to said contract and shall become effective on the / M- day of fr~ /<JiC 9 ,
"'-
/ 4 Tt:- ; ✓-: ./ = Witness our bands this ___ ..,_ _ __,_L ___ , ___ day of --,:...C'-----'--_;,_;7:;.....;"'~7 __ u '

BOARD OF ADMINISTRATION

PUBLIC EMPLOYEES ' RETIREMENT SYSTEM

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
Attest:

Ret. Form 702-2
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STATE OF CALIFORNIA-BOARD OF ADMINISTRATION RONALD REAGAN, Governor "-' -
!:.TATE EMPLOYEES' RETIREMENT SYSTEM
Nlt-(TH STREET, P.O. BOX 1953
AMENTO, CALIFORNIA 95809
•
•
•
t
PleoH Oired Your Reply fo Sedio-~------
Refer to Member A.ccounl Number·-------
City of Santa Clara #0030
As a result of the quadrennial valuation conducted as of June 30, 1966, the contributions for tc,e above agency are changed as follows:

D0:!th ~m,.efi t • . ~
• • • •
159 Survivor benefits
Other current service • . •
Current service total
For prior service • • •
Total
Misc.
• • 0.262%
• , 0.009
• • 5.558

5.829%
• • 0.215

6.04L%
Safety

0.088%

0.053

10.087

10.228%

0.219 -

10.447%
y h. fl/ fr1A/
l.t~ftNa/ V - /

ACTUARY
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•
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•
•
•
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•

AMENDMENT TO CONTRACT BETWEEN THE

BOARD OF ADMINISTRATION
STATE EMPLOYEES' RETIREME:NT SYSTEM

AND THE

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
•
The Board of Administration, State Employees• Retirement System, hereinafter referred to as Board, and the CITY COUNCIL of the CITY OF SANTA CLARA, herein after referred to as Public Agency, having entered into a contract under date of September l, 1943 effective September l, 1943, and as amended effective September l, 1947, July l, 1950, May l, 1956, October l, i958, Aprill, 1959, July l, 1959, Aprill, 1963, and July 1, 1964, which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. The following subparagraphs shall be added to Paragraphs·5 and 6 of said Contract:
5(c}(l3)
and
6(h)(8)
Section 21251.6 of the Government Code (providing for increases in allowances payable for time commencing on the effective date of this amendment to persons retired prior to January l, 1962} B. Paragraph 7 shall be amended to read as follows:
7 (a)
7 (b)

0.992 percent of total salaries paid monthly to members until August 31, 1983 on account of the liability for prior service benefits.

5.294 percent of total salaries paid by Public Agency each month to its employees who are and hereafter become members of said Retirement System, provided that only salary earned as members of said System shall be included in said total salaries. c. This amendment shall be attached to said Contract and shall become effective on the /,,a-::r- day of Gt;:.Zo=~ 1964.
'
Witness our hands this ____ _,/'-'/'--Z:.(----- day of ,~ 1964 •

BOARD OF ADMINISTRATION CITY COUNCIL OF THE
STATE :EMPLOYEES• RETIREMENT SYSTEM CITY OF SANTA CLARA BY ✓~-e~+ Presid:ingOfficer .

Attest:
dierk
Ret. Form 702
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•
•
•
•
• •

AMENDMENT TO CONTRACT BETWEEN THE

BOARD OF AOONISTRATION

STATE EMPLOYEES' RETIREMENT SYSTEM

AND THE
CITY COUNCll.

OF THE

CITY OF SANTA CLARA
The Board of Administration, State Employees' Retirement System, hereinafter referred to as Board, and the City Council of the City of Santa Clara, hereinafter referred to as Public Agency, having entered into a contract under date of September l, 1943, effective September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, May 1, 1956, October 1, 1958, April 1, 1959, July 1, 1959 and April 1, 1963 which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. The following paragraphs shall be added to said contract:
5(c)(ll) and 6(h)(7). Section 21365.5 (providing a monthly allowance in lieu of the basic death benefit for certain survivors of a member who dies in employment after qualifying for voluntary service retirement). ·,
5(c)(l2) Article 6, Chapter 9, Section 21380-7 (providing for allowances for survivors of members upon death before retirement).

B. Paragraph 7(a) shall be amended to read 0.956% of total member salaries paid monthly to members until August 31, 1983. c. Paragraph 7(b) shall be amended to read 5,248% of total member salaries, D, Sub-paragraph (e) shall be added to Paragraph 7 of said contract to read as follows: $5,00 per month for each employee covered under the provisions of Section 21380-7 (SERS Survivor program),
E, This amendment shall be attached to said cont shall become effective on the /6': day of _;~~c.__/!2_9:!C.::-1":::...._, Witness our hands this _____ .J:.____.Y:__7:( ____ day of /z c:::. ?.'

BOARD OF ADMINISTRATION
STATE EMPLOYEES• RETIREMENT SYSTEM CITY COUNCIL
OF THE

CITY OF SANTA CLARA
~~~d/ Presiding Officer
Attest:
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DO
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Form 702 ~~4(; Clerk .?
•
•
•
•
•
• •
July 1963
Santa Clara, City of
As a result of the quadrennial valuation as of June 30, 1962, the contributions beginning July l, 1963 are changed to the following:

For Current Service:

Ordinary death benefits
1$9 survivor benefits
other current service
For Prior Service
Total
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0.194 %
%

5.002 %

0.950

6.146
Ret. Form 861
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AMENiffi:NT TO CONTRACT BETWEEN THE

BOARD OF ADMINISTRATION

STATE EMPLOYEES I RETIREMENT SYSTEM
-AND THE

CITY COUNCIL
-OF THE

CITY OF SANTA CLARA
The Board of Administration, State Employees' Retirement System, hereinafter referred to as Board, and the CITY COUNCIL of the CITY OF SANTA CLARA, hereinafter referred to as Public Agency, having entered into a contract under date of September 1, 1943, effective September l, 1943, and as amended effective September l, 1947, July l, 1950, May l, 1956, October 1, 1958, April 1, 1959, and July l, 1959, which provides for participation..of Public Agency-in said System, Board and Public Agency hereby agree as follows:

A. The words "Exclude persons not otherwise excluded who are compensated on an hourly basis and who are employed April 1, 1963 or thereafter" shall be added to the exclusion now appearing in Paragraph 3 of the contract.

The exclusions shall now read as follows:

Exclude employees of the Recreation Department and City Library who normally are employed on a less than half t:ilne basis notwithstanding the fact that they may at t:ilnes be employed temporarily on a greater • than half-t:ilne basis.
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Exclude Crossing Guards.

Exclude persons not otherwise excluded who are compensated on an hourly basis and who are employed April 1, 1963 or thereafter.

B. This amendment shall be attached to said contract and shall become effective on the First day of April, 1963 •
Witness our hand this ~'J~ day of ~/,~C _;, •

BOARD OF ADMINISTRATION

STATE EMPLOYEES' RETIREMENT SYSTEM CITY COUNCIL
OF THE

CITY OF SANTA CLARA
BY~~ ~E.Payne, Exec~',
; Clerk
Ret. Form 702
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• STATE OF CALIFORNIA

BOARD OF ADMINISTRATION
1227 0 STREET
SACRAMENT014
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PLu.■• Dlllll:CT You11 RIEPLY TO 91:CTION- ___ 2-'3'-
June 16, 1961 RKnR TO MEMH• ACCOUNT NUNH C:, "'--~--- . = Cli'7 of Sante. Clara
Your agency's rate effective July 1, 1961 is as follows:

Prior Service
Current Service
TOTAL
This change is being made because of action taken by the Board of Administration, State Employees' Retirement System, at its meeting of June 9, 1961, and is the result of
previous Board action increasing the System's declared
rate of interest from 3¾'% to 3~1,. This is a reflection of increased investment income.

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Wi1!iam E. Payne, Execu~ive Officer
This notice is to be attached to your Contract with this System. 1500
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.AMENDMENT TO CONTRACT BETWEEN THE
BO.ARD OF .ADMINISTRATION
•

STATE EMPLOYEES I RETIREMENT SYSTEM

AND TEE

CITY COUNCIL
OF THE
CITY OF SAl'lTA CLARA
• The Board of .Administration, State Employees I Retirement System, hereinafter •
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referred to as Board, and the CITY COUNCIL of the CITY OF SANTA Clara, hereinafter referred to as Public Agency, having entered into a contract under date of September l, 1943, effective September l, 1943, and as amended effective September l, 1947, July l, 1950, and May l, 1956, October l, 1958, and April l, 1959, which provides for participation of Public Agency in said System, Board and Public Agency hereby agree as follows:

A. Paragraphs 3, 4, 5, 6, 7, 8, 9, 10, ll, 12, 13, 14, ~, 16, and J;J are hereby stricken from said contract asexecutea September 1, 1943, and ·as amended effective September l, 1947, July l, 1950, May l, 1956, October l, 1958, and Aprill, 1959, and are hereby replaced by the following paragraphs numbered 3 through 9 inclusive:

3. Employees of Public Agency in the following classes and groups shall become members of said Retirement System except such in each such class and group as are excluded by law or this agreement:
a. Local Firemen (herein referred to as local safety members); b. Local Policemen (herein referred to as local safety members); c. Employees (other than local safety members) whose positions are not subject to FederaJ. SociaJ. Security coverage (herein referred to as miscellaneous Group A members);
d. Employees ( other than locaJ. safety members) whose positions are subject to FederaJ. SociaJ. Security coverage (herein referred to as Group B members).

In addition to the employees excluded from membership by said Retirement Law, the following employees shaJ.l not become members of the Retirement System:

Exclude employees of the Recreation Department and City Library who normaJ.ly are employed on a less than half time basis notwithstanding the fact that they may at times be employed temporarily on a greater than half-time basis • Exclude Crossing Guards.

Form 990-1
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4. All words and terms used herein which are defined in the State Employees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided. "Normal retire ment age" shall mean age 60 for miscellaneous members in Group A, age 60 for miscellaneous members in Group Band age 55 for local safety members. "OASDI" shall mean Old-Age, Survivors and Disability Insurance provisions of the Social Security Act.

5. The following provisions shall apply to local safety and Miscellaneous Group A members only:
a. 1/60 shall be the fraction of final compensation to be provided for each year of credited current service as a miscellaneous Group A member upon retirement at normal retirement age.
b. Benefits on account of each year of prior service shall be 100 per cent of the fraction of final compensation provided under the Law and this contract for each year of current service upon retirement for service.
c. The following provisions of the State Employees' Retirement Law which apply only upon election of a contracting agency shall apply:

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(1) Section 21251.l (providing for a guaranteed percentage of final compensation for each year of current service as a miscellaneous Group A member).
(2) Section 21252.4 (providing for a guaranteed percentage of final compensation for each year of current service as a local safety member).
(3) Section 20024.0l (defining "final com:oensation" on the basis of a period of three consecutiv~ years).
( 4) Section 21258(b) (providing a minimum retirement allowance of $720.00 per year subject to certain conditions).
(5) Section 21367.51 (providing a $400.00 death benefit upon death after retirement).
1 (6) Section 20025 (providing for inclusion of compensation without limit in computations of benefits).
/(7) Section 20804.5 (providing for an election by members to ·contribute and receive current service credit for the
service rendered prior to membership) •
Form 990-2
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(8) Section 20952.5 (providing for age 50 as the minimum voluntary retirement age for local firemen and local policemen.
(9) Section 21251.3 (providing for the recalculation of allowances to retired persons for time commencing on July 1, 1950, in accorda-rice with this contract as amended on July 1, 1950, provided that no allowances are to be decreased by such recalculation. "Final compensation" for such recal.culation shal.l be determined in accordance with Section 20024 instead of Section 20024.01).
(10) Section 2125l.5 (providing for increases in al.l.owances payable for time commencing on July 1, l958, to persons retired on and prior to July l, 1956).

6. The following provisions shal.l apply to miscellaneous Group B members only:
a. 1/60 shall be the fraction of final compensation to be provided upon retirement at normal retirement age for each credited year of current service subject to the modification set forth in subparagraph c. below.
b. Benefits on account of each year of prior service shal.l be 100 per cent of the fraction of final compensation provided under the Law and this contract for current service benefits earned by service at the date of membership.
c. The fraction of final compensation specified in subparagraph a. above shall. be reduced as to service in any period after January l, 1956, which was al.so covered under OASDI to 1/90 for application to that part of final. compensation which does not exceed the monthly equivalent of the maximum annual amount in cluded in "wages" under Section 209, Social Security Act during such period, it being recognized that such maximum may be changed from time to time by amendments to said Social Security Act and intended that any such change shall. not ·affect the amount of the retirement al.l.owance based on service during any period prior to the date of such change.
d. Any member who, upon retirement for service before age 65, is fully insured under Federal Old-Age, Survivors and Disability Insurance may elect to receive the actuarial. equival.ent of his unmodified service retirement al.lowance in the form of an in creased monthly income until he reaches age 65, and a reduced income thereafter in accordance With Government Code, Section 21703 •
Form 990-3
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e. The retirement benefits payable upon retirement for ordinary disability shall not be affected by paragraph 6.c, of this contract as amended and for the purposes of the limit on any such allowance im_oosed under Section 21297, Government Code, allowances for retirement for service shall be computed according to the formula set out in paragraph 6.a. of the contract as amended both as to service before and after the effectivity of membership in the Group B classification. All other provisions of this amendment shall be fully applicable to the computation of allowances upon retirement for disability.
f. Contributions to be made by miscellaneous Group B member with respect to service rendered after January 1, 1959, shail be at two-thirds the rate nrovided in said Retirement Law for the 11 1/60" formula as that rate applies to the monthly equivaient of that part of' the annual compensation which is subject to contributions under Section 218 of the Social Security Act at the time such compensation is paid and at 100 per cent of such rate as it applies to the remainder of compensation. (Contribu tions of miscellaneous Group B members accumulated as of said date shall be applied to retroactive payment of contributions for 0ASDI coverage as provided in Section 217o6, Government Code). g. The effectivity of' membership in the Group B classification for purposes of this paragraph shail be January 1, 1956, or later entry into employment as a miscellaneous member •
h. The following provisions of the State Employees' Retirement Law which apply only upon election of a contracting agency shall apply:
(1)
(2)
Section 21251.1 (providing for a guaranteed percentage of finai compensation for each year of current service as a miscellaneous member).

Section 20024.01 (defining "finai compensation" on the basis of a period of three consecutive years).
(3) Section 21258 (b) (providing a minimum retirement ailowance of $720.00 per year).
(4) Section 21367.51 (providing a $400.00 death benefit upon death after retirement).
(5) Section 20025 (providing for inclusion of compensation without limit in computations of benefits).
( 6) Section 208o4. 5 (providing for an election by members to contribute and receive current service credit for the
service rendered prior to membership) •
) Form 990-4
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7. Public Agency shaJ.l contribute to said Retirement System as follows:
a. 3.103 per cent of total salaries each month beginning July 1 next following the effective date of this amendment for 40 years, less the years elapsed between the effective date of the contract and the effective date of this amendment, on account of the liability for prior service.
b •. 5.915 per cent of total salaries paid by Public Agency each month to its employees who are and hereaf'ter become members of said Retirement System, provided that only salary earned as members of said System shall be included in said total salaries. c. A reasonable amount per annum, as fixed by Board to cover the costs of administering said System as it af'fects the employees of Public Agency, not including the costs of special valuations or of the periodical investigation and valuation required by law, provided that said amount shall be determined on the basis of the number of employees of Public Agency who are members on July l of the respective fiscal years, or with respect to the first year of participation, on the effective date of said participation. d. A reasonable amount as fixed by the Board, pa;yable in one install ment as the occasions arise, to cover costs of special valuations on account of employees of Public Agency, and costs of the periodical investigation and vaJ.uation required by law.

8. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the State Employees' Retirement Law, and on account of experience under the Retirement System, as .determined by the periodical investigation and valuation required by said Retirement Law.

9. Contributions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within thirty da;ys af'ter the end of the period to which said contributions refer. If more or less than the correct amount of contribution is paid for any period, proper adjustment shall be made in connection with sub sequent remittances, or adjustments on account of errors in contri butions required of any employee ma;y be made by direct cash payments between the employee and Board. Payments by Public Agency to Board ma;y be made in the form of warrants, bank checks, bank drafts, certified checks, money orders, or cash.

B. This amendment shaJ.l be attached to said contract and shall become effective on the First ' · da;y of Jul;y 1959 •
Form 990-5
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Witness our hands this ____ 9.,_t,,.,h~------ day of __ _..A4p,.,_,:,,..i..,J _____ • 1959

BOARD OF ADMINISTRATION
STATE EMPLOYEES' RErIREMENT SYSTEM
CITY COUNCIL of the

CITY OF SANTA CLARA
Attest:

Form 990-6
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• • AMEND}!ENT TO CONTRACT BETWEEN THE

BOARD OF ADMDITSTRATION
STATE EMPL<Yi"EES I RETIREMENT SYSTEM

AND THE

CITY COUNCIL
OF THE

CITY OF SANTA CLARA
The Board of Administration, State Employees' Retirement System, hereinafter referred to as Board, and the CITY COUNCIL of the CITY OF SANTA CLARA, hereinafter referred to as Public Agency, having entered into a contract under date of September 1, l943, effective September l, l943, and as amended effective September l, l947, July l, l95O, May l, l956, and October l, l958, which provides for participa tion of Public Agency in said System, Board and Public Agency hereby agree as foll•ws:

A. Paragraph 3 is hereby stricken from said contract and is hereby replaced by the follo,ring paragraph numbered 3.

3. Employees of Public Agency in the follo,ring classes and groups shall become members of said Retirement System except such in each such class and group as are excluded by law or this agreement:
a. Local Firemen (herein referred to as local safety members); b. Local Policemen (herein referred to as local safety members); c. Employees other than local firemen and local policemen (herein referred to as miscellaneous members).

In addition to the employees excluded from membership by said Retirement Law, the follo,ring empl~yees shall not become members of the Retirement System:
.Ex:clude employees of the Recreation Department and City Library who normally are employed on a less than half
time basis not withstanding the fact that they ma-J at
times·he employed temporarily on a greater than half
time basis.

Ex:clude Crossing Guards.

B. This amendment shall be attached to said contract a.--id shall be effective as of Aprill, l959.

Witness our hands this / 7 '&(-- day of '/'l'~ /?,J7'
BOARD OF ADMINISTRATION CIT'"f COUNCIL of the
STATE EMPLOYEES I RETIREMENT SYSTEJ.I
Clerk
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.AMEtmMENT TO CONTRACT BETWEEN THE

BOARD OF ADMINISTRATION

STATE EMPLOYEES I RETIREMENT SYSTEM

AND THE

CITY COUNCIL
OF THE
CITY OF SANT.A CL.ARA
The Board of .Administration, State El:np1oyees1 Retirement System, hereinafter referred to as Board, and the CITY COUNCIL of the CITY OF SANT.A CLARA, hereinafter referred to as Public Agency, having entered into a contract under date of September 1, 1943, effective September 1, 1943, and as amended effective September 1:, 1947, July 1, 1950, and May 1, 1956, which provides for participation of Public .Agency in said System, Board and Public Agency hereby agree as follows:

A. Wherever in said agreement the word 11 City 11 appears, the term "Public Agency" is hereby substituted.

B.
c.

The following phrase is added to the sentence .mich constitutes Paragraph Number l of said agreement:
"except such as apply only on election of a contracting agency and are not provided :for herein and to all amendments to said Law hereafter enacted except such as by express provision thereof apply only on the election o:f contracting agencies." Paragraphs 4, 5, 6, 7, 8, 9, 10, ll, 12, 13, 14, 15, 16, and 17 are hereby stricken :from said contract as executed September 1, 1943, and as amended effective September 1, 1947, July 1, 1950, and May 1, 1956, and are hereby replaced by the following paragraphs numbered 4 through 10 inclusive:

4. All words and terms used herein which are defined in the State El:nployees' Retirement Law shall have the meaning as defined therein unless otherwise specifically provided. "Normal retire ment age" shall mean age 60 £or miscellaneous members and age 55 :for local firemen and local policemen.

5. 1/60 shall be the f'raction of i'inal compensation to be provided :for each year o:f credited current service as a miscellaneous member upon retirement at normal retirement age.

6. Benefits on account o:f each year o:f prior service shall be 100 percent of the :fraction o:f :final compensation provided under the Law and this contract :for each year o:f current service upon retirement :for service •
Ret. Form 702-1
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7. The :foJ.J.owing provisions o:r the State EmpJ.oyees • Retirement Law which appJ.y onl.y upon eJ.ection o:f a contracting agency shaJ.J. appJ.y to the PubJ.ic Agency and its empJ.oyees:
a, Section 21251.1 (providing for a guaranteed percentage of final compensation for each year of cuITent service as a miscellaneous · I member).
-b. Section 21252,4 (providing for a guaranteed percentage of final compensation for each year of current service as a local sa:fety member).
c. Section 20024,0J. (de:fining ":final. compensation" on the basis o:f a period o:r three consecutive years) •
d. Section 2J.258(b) (providing a minimum retirement allowance o:r $720,00 per year subject to certain conditions) •
. e, Section 21365,51 (providing a $400,00 death benefit upon death after retirement) •
f, Section 20025 (providing for inclusion of compensation without limit in computations of benefits).
g. Section 20804,5 (providing for an eJ.ection by members to contrib ute and receive current service credit for the service rendered prior to membership) •
h. Section 20952,5 (providing for age 50 as the minimum voJ.untary retiremmt age for local. firemen and local. policemen). i. Section 21251.3 (providing for the recaJ.culation of allowances to retired persons for tine commencing on July 1, 1950 in accord ance with this contract as amerxled on July 1, 1950, provided that no allowances are to be decreased by such recaJ.culation. "Final. compensation" for such recalculation shall be detexmined in accord ance with Section 20024 instea~ of Section 20024.01),
j. Section 21251,5 (providing for increases in allowances plyabJ.e for time commencing on July 1, 1958 to persons retired on and prior to July 1, 1956).

S. Public Agency shall contribute to said Retirement System as follows:
a. 3,103 percent of total salaries each month beginning July 1 next. following the effective date of this amendmmt for 40 years, less the years elapsed between the effective date of the contract and the effective date of this amendment, on account of the liability for prior service. In addition, a prorata portion of the annual amount of $767.28 will be paid upon the effective date of this amendment to cover the period from such effective date to the July 1 next. following •
1 Ret. Form 702-2
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b. 6.225 percent of tota1 salaries paid by Public Agency each month to its employees who are and hereafter become members of said Retirement System, provided that on1y sa1ary earned as members of said System shall be included in said total salaries. c. A reasonable amount per annum, as fixed by Board to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodical investigation and valuation required by law, provided that said amount shall be detennined on the basis of the number of employees of Public Agency who are members on July 1 of the ·respective fiscal years, or with respect to the first year of participation, on the effective date of said participation.
d. A reasonable amount as fixed by the Board, payable in one stallment as the occasions arise, to cover costs of special val~ations on account of employees of Public Agency, and costs of the periodical investigation and valuation required by law.

9. Contributions required of Public Agency and its employees shall be subject to adjustment by Board on account of amendments to the state Employees• Retirement Law, and on. account of experience under the Retirement System, as determined by the periodical investigation and valuation required by said Retirement Lawo

10. Contriblltions required of Public Agency and its employees shall be paid by Public Agency to the Retirement System within thirty days after the end of the period to which said contributions refer. If more or less than the correct amount of contriblltion is paid for any period, proper adjustment shall be made in connection with subsequent remittances, or adjustments on account of errors in contributions required of any employee may be made by direct cash payments between the employee and Board. Payments by Public Agency to Board may be made in the form of warrants, bank checks, bank drafts, certified checks, money orders, or cash.

This amendment shall be attached to said contract and shall become effective on the /~ day of ~¼.., /9$?1'. •
Witness our hands this ___ ..;~::;.'_,,._,_( ____ day of/0if,-:z.:,; /;,:S-j'.

BOARD OF ADMINISTRATION CITY COUNCIL OF THE
STATE EMPL :ES' RETIREMENT SYSTEM CITY OF .... SANTA CL.ARA ~7 . . m{pv~dr; "e sN1 §. office
Attestt
.eierk
Ret. Form 702-.3
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.AMENDMENT TO CONTRACT BETWEm THE
BOARD OF .ATl'lINISTRATION
STATE EMPLOYEES• RETilID!ENT SYSTm

AND THE BOARD OF TRUSTEES OF

THE CITY OF SANTA CLARA
The Board of Adro1ni stration 1 State :Employees' Retirement System, and the Board of Trustees of the City of Santa Clara, hereinafter referred to as Public Agency, having entered into a contract under date of September 11 19431 ef.fective September l, 1943, which provides .for the participation o.r said Public Agency in said Retire ment System, and said contract being based on the Retirement Law, exc1usive o.f amendments thereto which changed benefits o:r retirement, said Board of Administration and said Board o:r Trustees hereby agree as follows:
l. Paragraph 10 shaJJ. be and is hereby stricken :from said Contract:

2. The .following paragraphs shall be added to said Contract.

10. The provisions o.r Section 21367 .51 o.r the State :Elnployees' /-Retirement Law, providing a $400 death benefit after·retirement SHALL APPLY to persons who are members because of em:plo;yment by Public Agency.

JS. The provisions o.r Section 20024.0l o.r the State :Employees' Retirement Law, which provide that ".fina1 compensation" shaJJ. mean the highest average annual. compensation earnable by a member dur:ll:lg any period o:r three consecutive years during his membership in the System, SHALL APPLY to employees o:r Public Agency who become members o.r said Retirement System.

J.6. The provisions of Section 20952.5 o.f the State :Elnployees' Retirement Law which provide age 50 as the minilllwn voluntary retirement age for Local. Firemen and Local Policemen SHALL APPLY TO employees of Public Agency who become members of the Retirement System as Local Firemen or Local Policemen.

17. The provisions o.r Section 20804.5 of the state Employees• Retirement Law, providing .for an election by members to con- ./ tribute and to receive crecli t .for the current service render ed prior to membership, SHALL APPLY to employees of Public Agency who are members on the effective date o.r this amendment or who thereafter become members of said Retirement System.

J. The cost of such application, except paragraphs 10 and 171 not lending itsel.f to ready determination in advance, shall be determined by the Board of Administration at the proper time and in the same manner as other contributions thereafter required o.r Agency Ullder said Contract, and any adjus'bltent determined by the Board as necessary shall be in cluded in the contributions therea.rter required of Agency under said Contract.
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• 4. The amount shown in paragraph 13a shall read $141 938.37. ~. The percent stated in paragraph 13b shall be amended to read 6.lo6.

6. This amendment shall be attached to said Contract and shall be effective as of May 1, 1956 •
Witness our hand this. __ _.:::2""5.:::tc:,h.__ __ day of __ .:;A:...n;.;.r.;;;i.;;;l'-2.....;;:l.a..9""'56""-___ • :OOARD OF ADMINISTRATION
STATE :EMPLOYEES• RETIREMENT SYSffl>!

BOARD OF TRUSTEES OF THE

CITY OF SANTA CLARA
Vice- ~~~~----,~ ~{l~ Presiding a ·cei-Mayor
A~ -~
Attest:

CityOlerk
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JUN 15 1956
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City of Santa Clara #30
As a result of' the quadrennial valuation as of' June 30, 1954, the contributions beginning July l, 1955, were changed to those shown in items 6 and 7 of' the actuarial report mailed to each agency during June and July, 1955, w.ith Retirement System form letter 849 or 850.

The rates effective July l, 1955, are as follows:
l. Contribution on account of current service,
(Percentage of members' compensation)
2, Contribution on account of prior service •

5. 779 "/o
$ 14,938.37
Ret. Form 861 11/55 350
EAFIL W. CHAPMAN
EXECUTIVE OFF'ICE:R
EDWARD K. COOMBS
41tTANT EXECUT,VE OFF>CER
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STATE OF CALIFORNIA

BOARD OF ADMINISTRATION
1320 K STREET
SACRAMENTO 14
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RALPH R. NELSON

ACTUAFIV
LAURE:N C, HAIGHT

ASSISTANT ACTUAFIV
PLEASE DIRECT YOUFI REPLY TO SECTIO•~----
RE:f'E:R TO ME:MBER ACCOUNT NUMBE~-----
Santa Clara, City of
In accordance with the actuarial revaluation report, Form 322, your contributions beginning July 1, 1951, will be as £allows:

1. Contribution on account of current service, (Item 33) / • • • • • • • • • • • • • • • • • 0 • • • • 6.427 %
of members' compensation.

2. Contribution on account of prior service, (Item 34)
• • • • • • • • • 0 • • • • • • • • • • • • $12,050.00
The percentage in Item 1- and the amount in Item 2 take the place of the percentage and installment applying through June 30, 1951 •
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Ret, Form 8611/54 350
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.AMENDMENT TO CONTRACT BETWEEN TEE
BOARD OF ADMmISTRATION
•
STATE EMPLOYEES I RETIB]lM:ENT SYSTEM

AND BOARD OF TRUSTEES OF TEE
CITY OF SA..1'TA CLARA
The Board of Ad.ministration, State Employees' Retirement System, and the Board ~ Trustees of the City of Santa Clara, hereinafter referred to as Public Agency, .. ving entered into a contract under date of September 1, 1943, effective September 1, 1943, which provides for the participation of said Public Agency in said Retirement System, and said contract being based on the Retirement Law as that Law existed prior to amendments adopted in 1947 and 1949, increasing benefits, said Board of Administration and said Board of Trustees hereby agree as follows:
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1. Paragraphs 3a, 4, 6, 7, 8, 9 and 10 shall be and are hereby stricken from said contract.

2. The following paragraphs shall be and are hereby added to said contract:

4. Age 60 shall be the normal minimum age for retirement for service, of Miscellaneous members employed by Public Agency, that is other than " Local Safety members, and one-sixtieth shall be the fraction of final compensation as defined in said Retirement Law, to be provided on the average, for each year of service as a member, by the members' and Public Agency's normal contributions, upon retirement at said minimum age.

5. Benefits on account of prior service, that is, service credited here under as rendered to Public Agency prior to the effective date of participation, to respective persons who ire members because of employ ment by Public Agency as Local Safety ·members shall be allowed only as a percentage of the average salary specified in said Retirement Law, for each year of such service, and said percentage shall be 100 per cent of the fraction of·final compensation, as defined in the State Employees' Retirement Law, for each year of service rendered after said date, as determined for said respective members under said law, for retirement for service at age 55, or upon qualification for service retirement at a higher age. If a member retires for service before attaining age 55, his prior service pension shall be reduced to that amount which the value of the pension as deferred to age 55 will pur chase at the actual age of retirement.

6. Prior service benefits to Miscellaneous members employed by Public Agency, that is, other than Local Safety members, upon retirement for service at age 60, shall be allowed only as a percentage of the average salary snecified in Section 21253 of said Retirement Law, for each year of such service, and said percentage shall be 10◊% of the percentage determined under said section.
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7. The provisions of Section 21251.1 of the State Employees' Retirement Law, providing for a guaranteed percentage of final compensation for v _each year of current service as a member, shall apply to persons who are Miscellaneous members because of employment by Public Agency,

8. The provisions of Section 21252.4 of the State Employees• Retirement Law, providing for a guaranteed percentage of final compensation for each year of current service as a member, shall apply to persons who are Local Safety members because of employment by Public Agency".

9. The provisions of Section 21258b of the State Employees' Retirement , Law, guaranteeing a minimum retirement allowance under certain condi tions shall apply to persons who are members because of employment by Public Agency.

10. The provisions of Section 21367.5 of the State Employees' Retirement J, Law, providing a $300 death benefit after retirement shall apply to r· persons who are members because of employment by Public Agency.

11. The provisions of Section 20025 of the State Employees• Retirement Law, providing for the portion of compensation to be included in ✓
computations under said Law, shall apply to persons who are members because of employment by Public Agency •

12. The retirement allowances of persons who were members because of employment by Public Agency and who were retired prior to July l, 1950, shall be recalculated on the basis of this contract, and said .j allowances shall be paid for time beginning with July 1, 1950, in the recalculated amounts. Paragrauh 10 of this contract shall apply to persons retired prior to July 1: 1950, and who are entitled to receive a retirement allowance based on time after said date because of employment by Public Agency.

13. P~blic Agency shall contribute to said Retirement System as follows:
a. The sum of$ 11,318.64 per annum, or less freouent installments as Board shall require, for the period of 40 years less the time elapsed from the date of participation to the effective date hereof. b. 8.939 per cent of total salaries paid by Public Agency each month to its employees who are members of said Retirement System, pro vided that only salary earned as members of said System shall be included in said total salaries, and the employees who are members of said System shall include employees who become members upon the effective date hereof and employees who become members thereafter. c. A reasonable amount per annum, as fixed by Board, to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the periodical investigation and valuation required by law, - 2 -
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provided that said amount shall be determined on the basis of the number of employees of Public Agency who are members on July 1st of the respective fiscal years, or with respect to the first year of participation, on the effective date of said participation. d. A reasonable amount as fixed by the Board, payable in one install ment from time to time as the occasions arise; to cover the costs of special valuations on account of employees of Public Agency, and the costs of the periodical investigation into the experience under said Retirement System, as it affects said employees, and the valuation of the assets and liabilities of said System on ac count of said employees •
Contributions required of Public Agency and its employees shall be subject to adjustment by the Board of Administration on account of amendments to the State Employees• Retirement Law, and on account of experience under the Retirement System, as determined by the period ical investigation, valuation and determination provided for by said Retirement Law.

14. Contributions required of Public Agency under Paragraph 13 immediately preceding, and contributions required of Public Agency's employees who are members of said System, shall be paid by Public Agency to the State Employees• Retirement System within thirty days after the end of the month or longer period to which said contributions refer. If more or less than the correct amount of contribution required of Public Agency or its employees is paid for e:ny period, proper adjustment shall be made in connection with subsequent remittances of Public Agency to the Board, to rectify the errors; or such adjustments on account of errors made in contributions required of employees, may be made by direct cash payments between the employee in connection with whom the error was made, and Board. Payments of Public Agency to Board ma;y- be made in the form of warrants, bank checks, bank drafts, certified checks, money orders, or cash.

3. Benefits, including retirement allowances, payable prior to the effective date of this emendment, shall not be affected by this amendment.

This emendment shall be attached to said contract and shall be effective as of July 1, 1950. ()~
Witness our hand this 4-da;v of --,/,~.:::=.:..•=«:S.:,,._ _____ , 1950. ? BOARD OF TRUSTEES of the
ATTEST:
7 -lc=.'"1!,, . Clerk ~~
Officer
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CITY OF SANTA CLARA
·~·
~~fficer

BOARD OF ADMINISTRATION

STATE EMPLOYEES' RETIREMENT SYSTEM
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AMENDMENT TO CONTRACT .t:SE'tWEEN THE / . • ,'~ --.

BOARD OF ADMINISTRATION, .· ·;_ l'iPp 1 J
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STATE EMPLOYEES• RETIR.EME:NT SYSTEl!:.c:,';_;c>··· lv49 // / :~\1!e C~OF o~~J~ 'Ci 1,//,,(/:',:i,}::~, ?;,,;··"''
The Board o1' Administration, State Employees• Retirement System, and the Board of Trustees of the CITY OF SANTA CLARA, hereinafter referred to as Agency, having entered into a contract under date o1' September 1, 1943, effective Sep tember 1, 1943, which provides for the participation .a~ said Agency in said Retirement System, and the provisions of Sections 212'85(b) and 21367.5 o1' the State Employees• Retirement Law having been applied in error only to persons who are miscellaneous members because of employment by public agency, said Board o1' Administration and said Board of Trustees hereby agree as follows:
le The word "miscellaneous 11 appearing in line 3 of
each of paragraphs 7 and 8 o1' said contract shall
be and they are hereby stricken from said paragraphs.

2. Paragraph 5 of said contract shall be and is hereby
stricken from said contract.

3. This amendment shall.be attached to said contract
and shall be effective as of September 1, 1947.

Witness our hand 'this 7th day of April I949, J.94_.
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,lttest: BOARD OF TRUSTEES of the CITY OF SANTA C:l,AM
•~

BOARD OF ADMINISTRATION

STATE EMPLOYEES I RETIREMENT SYSTEM
By . ~0:#;;~'
--"esident, Board of Id.ministration --
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AME!~DMENT TO COrlTRACT BETViEEN
BOARD OF -~DMINISTRATION,
STATE EMPLOYEES I RET IREI1IBNT SYSTEM
AND BO.ilRD U.1!' '.l.'.iiUSTEl!S -~;=;(;::;G:;...o_v"'er:;...n~i=n;;;g~B.:cod~y--)"'---- OF THE CI TY OF S1ll\~ CLilBn _ _;::c....,.,(N~a-m_e_o_f_Pu~b~li~-c-A~g_e_n_c_y~)---- The Board of Administration, State Employees• Retirement System, and the Board of Trustees ✓ of the City of Santa Clara ✓
(lioverning Body) (Name oi' Public Agency) y
hereinafter referred to as Agency, having entered into a contract under date of ~- J~Y Septenber lst ,1943 ;"'effective Ssptembe:r 1st , 19 ~ ~ ~\{ which provides for the participation of said Agency in said Retirement System, &nci:"7{ ~'- ':
said contract being ba.sed on the Retirement Lew as that Law existed prior to amend- ,- f\, ments adopted in 1945, increasing ber.efits and reducing ages of retirement, said 2 r ~· \_ Board of Administration and said Board of Trustees :,/ hereby agree af,.)\,? t follows: 3 ,1 '. ( Governing Body) y " . 't
✓ ~ 1 °? 1. ~~~:g::r~s contr~~t~, and 6 "'shall be snd &re hereby stricken j 'Z._,) J ~1-;:i' 2. The following paragraphs shall be ana are hereby added to s&id contract: ,., ~)-;.

4. Age 60 she.11 be the normal minimum age for retirement for ~ \, ~·::
, service, of persons who a.re miscellaneous members because of employ- ~: , _f ~\.,- •• b bl F . ,~ '- --ment y pu ic ageqcy, that is, members other than Local iremen " , ,/. and Local Policemen, and one-sixtieth shall be the fraction of i £ ., J final compensation, e.s defined in said Retirement Law, to be provided } ~ t~ on the average, for each year of service as a member, by the members• 1 ~ and Public Agency• s normal contributions, upon retirement at said '\ ~ {·,. minimum age. ~ · f ~
~ '\ \ "i 5 •. Benefits on account of prior service, that is, service credited \ . ",.,J ,le hereunder as rendered to Public Agency prior to the effective date\ \ "'· '-..\' f '
( \ o participation, to respective persons who are members because of ,, :- '\.o,. employment by Public Agency as Local Firemen or Local Policemen, \. '!?.' ' <::-_§ shall be allowed only as a percentage of the average salary ~ 1t j ~- \ J ~~ 1§ specified in sa.id Retirement Lav-", for euch year of such service, ,,_ , ~- -.i , ........ ~ '\-.,
and said percentage shall be 100 per cent of the fraction \ · .. · "'-. • '< \. ..._, {.. of final compensation, as defined in the State Employees• Retire- '~ 'S f ment Law, for each year of service rendered after said date, as ·. ,. e ✓ determined for said respective members under said law, for retire- "/-: ment for service at age 55, or upon qualification for service retire ment at a higher age. If a member retires for service before attain ing age 55, his prior service pension shall be reduced to that amount which the value of the pension.as deferred to age 55 will purchase / at the actual age of retirement. /

6. Prior service ·benefits to persons who are miscellaneous members because of employment by Public Agency, that is, members other than Local Fire:nen and Local Policemen, upon retirement for service at the normal minimum age entered in paragraph 4 hereof, shall be allo,'jed only as a percentage of the e.verage salary specified in said Retirement Law, for each yee:r of such service, and said F 328 -1 (1/60 amend.) 7 -4 7
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If a member retires for service before attaining the normal minimum age in item 4, his prior service pension shull be reduced to that amount which the value of the pension as deferred to said minimum age will purchase at the actual age of retirement.

7. The provisions of Section 21258b of the State Employees• Retirement Law, guaranteeing a minimum retirement allow~nce under certain conditions shall apply to persons who are miscellaneous members because of employment by Public Agency.

8. The provisions of Section 21367~5 of the State Employees• Retirement Law, providing a $300 death benefit after retirement shall apply to persons who are miscellaneous members because of employment by Public Agency •

9. Public Agency shall contribute to said Retirement System as foll·ows:
a.
b.
v The sum of $ 6,250.02 per annum, payable in equ(ll
monthly or less frequent installments as Board shall
require, for the period of years stated in said contract, less the time elapsed from the date of participation to tho effective date hereof.

9.256 __,,.per cent of total salaries p(lid by Public Agency each month to its employees who are members of said Retire ment.System, provided that only salary earned as members of said System shall be included in said total salaries, and the employees who are members of said System shall include employees who become members upon the effective date hereof and employees who become members thereafter.
c. A reasonable amount per annum, as fixed by Board, payable in equal monthly or less frequent installments, as Board shall require, to cover the costs of administering said System as it affects the employees of Public Agency, not including the costs of special valuations or of the
periodical investigation and valuation required by law, provided that said amount shell be determined on the basis of the number of employees of Public Agency who are members on July 1st of the respective fiscal yeurs, or with respect to the first year of participation, on the effective date of said particip&tion.
d. A reasonable amount as fixed by the Board, payable in one in stallment from time to time as the occasions arise, to cover the costs of special valuations on account of employees of Public Agency, &nd the costs of the periodical investigation into the experience under said Retirement System, as it affects said employees, and the v~luation of the assets and liabilities of said System on account of said employees.

Contributions required of Public Agency and its employees shall be subject to adjustment by the Board of Administration on account of amendments to the State Employees• Retirement Law, and on account of F 328-2 (1/60 Amend.) 7-47
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Attest,
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• • experience under the Retirement System, as determined by the periodical investigation, valuation and determination provided for by said Retirement Law,
10, Contributions required of Public Agency under paragraph 9 immediately preceding, and contributions required of Public Agency's employees who are members of said System, shall be paid by Public Ag0ncy to the State Employees' Retirement System within thirty days after the end of the month or longer period to which said contributions refer. If more or less than the correct amount of contribution required of Public Agency or its employees is paid for any period, proper adjustment shall be made in connection with subsequent remittances of Public Agency to the Board, to rectify the errors; or such adjustments on account of errors made in contributions required of employees, may be made by direct cash payments between the employee in connection with whom the error was made, and Board, Payments of Public Agency to Board may be made in the form of warrants, bank checks, bank drafts, certified checks, money orders, or cash.

3. Benefits, including retirement allowances, p_rior to the effective date of this amendment, shall not be affected by this amendment. 4, This amendment shall be attached to said contract and shall be effective as of September 1, , 19~. V
Witness our hand this 4th day of Au~ust ___ .;._;=---
erk
BOARD OF TRUST i!:FS
Name of Legislative Body
City: af Sao+ a CJ are Name of Public Agency

BOARD OF ADMINISTRATION
STLTE EMPLOYEES' RETIFiEMENT SYSTEM
of
By -=--"""'-~-;;...,,_-E-,-~---.-,-w.~;'i~•;[;;,--,---'-,·~-=·PreSident, Board of Administration F 328-3 (1/60 Amend.) 7-47
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A.J. Cronin
STATE OF CALirORNIA
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State Employees' Retirement System
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102 STATE omcE BUILDING NO.l
I \ Ten~ and L Streets
f SACRAMENTO 14
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o!IL 17 13.~
City of Santa Clara
999 Franklin Street, City Clerk's Office
Santa Clara, California
Dear Sir:

You have received the actuarial report on our Fonn 322, transmitted with Form 326, giving the results of an actuarial revaluation as of July 1, 1946. Fonn 326 told you that the percentage in Item 33 of the report, and the amount in Item 34, are to be used effective July 1, 1947, in determining your con tributions to the Retirement System,
In accordance with that report, your contributions
beginning July 1, 19117, will be as f"ollows:

1. Contribution on accou.~t of
current service, (Item 33) ••.•• 7.223 % of
member1s compen
sation

2. Contribution on account of
prior service (Item 34) ••••••• $5,616.69
The percentage in Item 1 and the amount ·in Item 2 take the place of the percentage and installr.:tent applying through June 30, 1947,
Further explanation will be made upon request.

Yours truly,
BOARD OF ADl-!TIUSTRA.TION
STATE EHPLOYEES1 RETIREMENT SYSTEM
BY -~==..-:,-.=-=~-==--RALPH R. NELSON, ACTUA.RY
F 332 7-47 250
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STATE &LOYEES' RETIREMEN.STE~

SACRAMENTO, CALIFORNIA
<rontract

BETWEEN
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----~B=G.!}.ID __ Qf-'I'.Rt.Ifil'.EES ______ _
NAME OF LECJSLAnvE BODY
oF the
------"'Q1'.!'.Y_lle_S~NTA G..LAnR~A _____ _
NAMI! OF MUNICIPAL CokPOR.ATION

AND THE

BOARD OF ADMINISTRATION
OF THE
CALIFORNIA STATE EMPLOYEES' RETIREMENT SYSTEM \
\
'l'.his 2lgrccmcnt made this ____ ist. ____ day of-,Se~e-.F~--~ 194--Z, by and between the crmu- u·:w SJi.,-,,,,, C • ,,n" the Legislative Body o,r_f_=·=--"-"'-'-'-"-"-.L-"=-~---"="'-=""'"'---"'-'.,__,..,"'-'"'="-'----,---------------~ N~me of Munieip;i.l Corpontion
hereafter referred to as uCity,"' and the Board of Administration, California State Employees' Retirement System, hereafter referred to as uBoard."
WITNESSETH:

In consideration of the covenants and agreements hereinafter contained and on the part of both parties to be kept and performed, City and Board bereby agree as follows:
t. City is to participate in the State Employees' Retirement System, subject tO the provisions of the State Employees' Retirement Act. 5 1i1] BI Ii ii 1111 111 A; I is .I I II l;; J 111 11 I 11 1 , if E s1.if 1i1 "A., Ii 111 J.9 Sill Ji ii F1 ii 111 1 is Jo ii l,p 111 oh ,; (Id I I of

2. City sha.ll participate in said Retirement System, making its employees members of said System, from and af terS_ial)t_sllll.be_r _ __lst __ , 194_3_.

3. Employees of City in the following classes shall become members of said Retirement System in accordance with the provisions of said Retirement Act, governing membership in said Retirement System, and subject to the further exclusions from membership in the next following sentence:

CLASSES OF EMPLOYEES

NUMBER OF EMPLOYEES

ELIGIBLE FOR MEMBERSHIP
oN1:i.a;:t emhe-,. J , u,-3
a. City Firemen, :cs defined in Section 8c of the Q .,,, State Employees' Retirement Act • • • •---=---------
b. Cicy Policemen, :is defined in Section Sb of
thC State Employees' R1::circment Act • • 10
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c. Employees other than City Firemen :end City 33
Policemen , • • • , , • • • • ---"--'--------

MINIMUM AGE

FOR VOLUNTARY

SERVICE RETIREMENT
As provided in the Retirement Act
In addition to the employees excluded from membership by said Retiremei:it Act, the following employees shall not become members of the Retirement System: ·
F. 126. 00242 ti-40 :ioo
:ITATt PRHITINC OFFICE
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shall apply to
The provi&s of Se~tion 84 of the State --oyeeis' Retirement Act, employees of· City.! who become members of said Retirement System .•

3. Continued from page 1

THERE ARE NO FIREMEN EMPLOYED AT TEE PRESENT TIME
3 Con- Board and City agree that, :except as provided in paragraph 5, no adjustment shall be made in the amount of contributions· •. provided in paragraph 5a, on account of prior service, or in the percentage provided in paragraph 5b, because of variations tinuedin the numbers of employees who become members-of said Retirement System on the effective date hereof, from the numbers listed above, due to termination of service by such causes as death, resignation or discharge, or the employment of individuals not includCd in said numbers. .
'la;,, S.ee above f .· . h . . d' d h d d d c· . h ff . 4'. .oenelits on account o pnor service, t at 1s, service ere 1te ereun er as ren ere to 1.ty pnor to t e e ect1vc date hereof, shall be allowed to city :firemen and city policemen and to other employees, only as percentages of the respective averagy salaries specified in said Retirement Act, ~or each year _9.f .such service, and said percentages shall be equal to • i_Q_Q ___ per cent of the analogous percentages now used under said Retirement System in calculating-benefits on account of prior service, allowed to members of the California State Highy,ay Patrol and to other employees of the State of California, respectively.

5. City shall contribute.to·said·Re!}rement System as·follows: . a. The sum of $_4.,.19.'.l .•. Q_q;er annum, payable in equal monthly or less frequent installments as Board shall require, for a period of ____ 4.Q~_years, on __ ~-~~ount of the liability for benefits based on service rendered to City prio9to the effective date hereof. ' ,
b. -9...:.,._.Qfj_'?_per .. cent of total salaries paid by City each month to its employees who are members of said R.etireme"nt System, pr.ovided "that only salary earned as members of. said System shall be included in said total salaries, and that employees who are members of said System shall include employees who become members upon the effective date hereof and employees who become members thereafter. c. A reasonable amount as fixed by Boar~, _payable in equal monthly or less frequent•in.stallments, as Board shall-require, to cover the costs of administering said System as it affects the employees of City, not including the costs of special valuations or of the periodical investigation and valuation I'equired by law, provided that said amount shall not exceed $1.50 per fiscal year: _per member, on the basis of the number ()f .employees of City who are members on July !St of ·the respective fiscal years, or with respect to the first "fear of ·. particip"ation, on the effectiv.e date of said participa'tion. · d. A reasonable amount as fixed by the Board, payable in one installment from time t6 ·time· as ·the :·occasions arise, to cover the costs of special valuations on account of employees of City and the costs of the periodical investigation into the experience under said Retiremfut System, as it affects said .employees, and the valua tiqn o( the assets ~nd liab_ilities of said. Sys~em on a~ount of said employees.

Contributions required of City and its employees shall be subjecqo adjustment by the Board of Administration on account of amendments to.the State Employees' Retirement Act, and on ,acCount of ex_,Perience _under the Retirement SYstem, ·as determined by th€!:pe·rioclical invCstigatioll~,valuatioil and-determination provided··for by said.Retirement ACt .. · 6. Cont'l:ibu~ions re4Wr~d-'0{City u!lder paragraph·-s immediate!}'· preceding, ·and co~_'l:ributions reCJ.uire~ of C~tY's employees who are members of said System, shall be paid by City to the State Employees' Retirement ·System within thirty days after the e~d of the month or longe.r pe;riod. to .V?"hich said contributions refer. If more.or less than the correct amount • of contribution required of City"or its employees is paid for any period, proper adjustment shall be made in c·onnection with subsequent remittances of the City to the Board, to rectify the errors; or such adj_ustmcnts on account of errors made in contributions required of employees, may be made by direct cash payments bctWeen the employee in connection with wholtl the error was made, and Board. Payments Of City .to Board may be made in the form of warrants, bank checks, bank drafts, certified checks, money Orders, or cash.

WITNESS OUR HANDS the day and year first above written.

Secretary
ATTEST:
----~,""----'-------~----Ck,k

BOARD OF ADMINISTRATION

STATE EMPLOYEES' RETIREMENT SYSTEM
BY----~lt~-ON __ P_m_M-,n-t -
··- BOAlD .. OF TR!JS'.L'.l!:'E:S of
Name of Legi$btivc Body .-i.i
the CITY-UF SilNTll CLARA . .,..,.,
--'g==-=--.-==-=~=-=·:__,.:• =-=. -=N..::,=-m,:.::,,:.::c;::..iy-==------. -- · c-c:,. ~ . ·.·. . !
it ~~'oTty -~.--·---~ ·!'=:iii,~~iii>"r&' vlara ,- -- CJ / ,. .
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St:itc Employees' Retirement Act
to be attached here
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City Council and Authorities ConcurrentOctober 18, 2022

City Council and Authorities Concurrent
October 18, 2022