Wednesday, June 17, 2015

Grand Jury Report: Santa Cruz County, cities need to reduce unfunded pension liability


Santa Cruz >> The county of Santa Cruz, its four cities and the Soquel Creek Water District have significant unfunded retirement obligations, according to one of two grand jury reports released Thursday.
In addition to investigating homelessness, the Santa Cruz County Grand Jury analyzed the past, present and future retirement costs for the six jurisdictions, including the cities of Santa Cruz, Watsonville, Scotts Valley and Capitola, and recommends that they take further action to reduce their unfunded obligations and explain the issue plainly in their budgets for the community and governing bodies.
 “This should be known by the public and the cities, so we don’t face ballooning or surprise costs that impact the services that government can provide,” said jury forewoman Sara Cordell.
Rising pension costs are an especially important issue in Santa Cruz County, where 1 in 6 workers is employed by the government. It’s also a well-known statewide problem that emerged after the worst recession in half a century
In 2008, the California Public Employees Retirement System, which provides benefits to about 1.7 million state and local government workers, retirees and their dependents, lost a jarring 27.8 percent of the value of its portfolio.
Local government pension plans took a nosedive with it. Some have declined from more than 100 percent funded to as low as 60 percent funded in the past eight years, according to the grand jury report. As of 2014, the six jurisdictions are in the 70 percent range.
But even with legislation reform, the costs for retirement obligations continue to rise. The grand jury recognizes that the six jurisdictions have made efforts to manage retirement costs, but they still fight an uphill battle.
“I would agree that there’s more to be done,” said Michael McDougall, the county’s director of personnel. “But I don’t think the report gave the county anywhere near the credit that we and our labor unions deserve.”
In addition to a number of actions in recent years, the county made changes to its retiree health care program in 2011, which reduced unfunded liability by more than $40 million, and asked employees to contribute more, which saves $4 million annually.
Both the county and city of Santa Cruz adopted a second tier retirement program prior to the state reform in 2013 and are reviewing trust fund programs for retiree health, which the grand jury recommends.
“Some of the recommendations that they’re making are consistent with what we’re already doing or planning on doing,” said Santa Cruz City Manager Martín Bernal.
Bernal and Capitola City Manager Jamie Goldstein also intend to explain their city’s retirement obligations for the public in the adopted budget document.
Goldstein said Capitola’s Finance Advisory Committee recommended reserving $300,000 from a $934,500 fund balance for pension costs, which the City Council plans to do. The increase stemmed from a change in the way CalPERS calculated city contributions for pensions. Previously, similar cities were pooled together. Now contributions are calculated for each city.
Similarly, the Soquel Creek Water District can manage its retirement obligations individually and is proposing to pay off its $6 million of unfunded liability in 10 years rather than 30 years to save money, said Michelle Boisen, financial and business services manager.
Watsonville interim City Manager Marcela Tavantzis said she hasn’t reviewed the grand jury report yet and will prepare a response for City Council approval in August. Scotts Valley City Manager Stephen Ando did not respond to requests for comment.
June 11, 2015
Santa Cruz Sentinel
By Samantha Clark

No comments: