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01-17-2013 City Council Special Meeting Packet City of Grand Island Thursday, January 17, 2013 Special Meeting Packet City Council: Linna Dee Donaldson Scott Dugan John Gericke Peg Gilbert Chuck Haase Julie Hehnke Vaughn Minton Mitchell Nickerson Bob Niemann Mike Paulick Mayor: Jay Vavricek City Administrator: Mary Lou Brown City Clerk: RaNae Edwards 7:00 PM Council Chambers - City Hall 100 East 1st Street Grand Island Special Meeting - 1/17/2013 Page 1 / 17 City of Grand Island Thursday, January 17, 2013 Call to Order This is an open meeting of the Grand Island City Council. The City of Grand Island abides by the Open Meetings Act in conducting business. A copy of the Open Meetings Act is displayed in the back of this room as required by state law. The City Council may vote to go into Closed Session on any agenda item as allowed by state law. Invocation Pledge of Allegiance Roll Call A - SUBMITTAL OF REQUESTS FOR FUTURE ITEMS Individuals who have appropriate items for City Council consideration should complete the Request for Future Agenda Items form located at the Information Booth. If the issue can be handled administratively without Council action, notification will be provided. If the item is scheduled for a meeting or study session, notification of the date will be given. B - RESERVE TIME TO SPEAK ON AGENDA ITEMS This is an opportunity for individuals wishing to provide input on any of tonight's agenda items to reserve time to speak. Please come forward, state your name and address, and the Agenda topic on which you will be speaking. Grand Island Special Meeting - 1/17/2013 Page 2 / 17 City of Grand Island Thursday, January 17, 2013 Special Meeting Item G1 Approving Appointments to the Police Pension Committee The Mayor has submitted the appointment of Jimmy Olson and the re-appointments of Michael Nelson, Danny Dubbs, and Kelly Mossman to the Police Pension Committee. These appointments would become effective immediately upon approval by the City Council and would expire on December 31, 2016. The Mayor is also recommending the appointment of Finance Director Jaye Monter and Councilmember Chuck Haase to the Police Pension Committee to become effective immediately. Staff Contact: Mayor Vavricek Grand Island Special Meeting - 1/17/2013 Page 3 / 17 City of Grand Island Thursday, January 17, 2013 Special Meeting Item G2 Approving Appointments to the Fire Pension Committee The Mayor has submitted the appointment of Phil Thomas and the re-appointments of Tom Cox, Scott Kuehl, and Todd Morgan to the Fire Pension Committee. These appointments would become effective immediately upon approval by the City Council and would expire on December 31, 2016. The Mayor is also recommending the appointments of Finance Director Jaye Monter and Councilmember Chuck Haase to the Police Pension Committee to become effective immediately. Staff Contact: Mayor Vavricek Grand Island Special Meeting - 1/17/2013 Page 4 / 17 City of Grand Island Thursday, January 17, 2013 Special Meeting Item I1 #2013-16 (A) & #2013-16 (B) – Pre-84 Police Retirees – Remedy Overpayment of Past Police Retirees Staff Contact: Robert J. Sivick, City Attorney Grand Island Special Meeting - 1/17/2013 Page 5 / 17 Council Agenda Memo From:Robert J. Sivick, City Attorney Meeting:January 17, 2013 Subject:Remedy for Past Overpayment of Police Retirement Benefits and Calculation of Police Retirement Benefits Item #’s:I-1 and I-2 Presenter(s): Robert J. Sivick, City Attorney Background In 1983 the Nebraska Legislature passed LB237 which contained the Police Officers Retirement Act (Act), codified in Article 10(a) of Chapter 16, §§16-1001 - 1019 of the Nebraska Revised Statutes. The Act and the resulting statutes addressed issues regarding pensions for police officers employed by First Class Cities. Amongst those issues were: 1. §16-1007(1) which states in part, “the retiring police officer may elect to receive at his or her retirement date a pension benefit either in the form of a straight life annuity or any optional form of annuity benefit established by the retirement committee….” 2. §16-1007(2)(b) which states in part, “[i]f the minimum pension benefit is paid in a form other than a straight life annuity, such benefit shall be the actuarial equivalent of the straight life annuity that would otherwise be paid to the officer…” 3. §16-1007(2)(c) which states in part, “[i]f the police officer chooses the lump-sum payment option, the officer can request that the actuarial equivalent be equal to the average of the cost of three annuity contracts purchased on the open market.” 4. §16-1014 which states in part, “A retirement committee shall be established to supervise the general operation of the retirement system established pursuant to the Police Officers Retirement Act. The governing body of the city shall continue to be responsible for the general administration of such retirement system unless specific functions or all functions with regard to the administration of the retirement system are delegated, by ordinance, to the retirement committee.” The City of Grand Island (City) has a committee known as the Police Pension Committee (Committee) in accordance with §16-1014. Prior to 2005 the Committee calculated Grand Island Special Meeting - 1/17/2013 Page 6 / 17 police retirement benefits on a straight life annuity basis. Beginning in 2005 the Committee began calculating benefits on a joint life annuity basis which resulted in a greater monetary contribution from the City to fund such benefits. A search of City records indicates the Grand Island City Council (Council) as the governing body of the City never delegated any authority pursuant to §16-1014 to the Police Pension Committee regarding the calculation of benefits or took official action changing the straight life annuity calculation practice existing prior to 2005. Accordingly, between 2005 and the present, any calculation of police retirement benefits on a joint life annuity basis were incorrect and illegal as they were done without the knowledge and consent of the Council, the authority to set or change this policy was not delegated to the Committee by ordinance as required by §16-1014, and the Act required the calculation of police retirement benefits be conducted on a straight life annuity basis. Because Nebraska law generally limits suits to not more than four years after the event that gave rise to the cause of action, the City is barred from pursuing reimbursement of excess pension benefits resulting from an incorrect calculation of those benefits more than four years ago. Presently, the City may pursue legal action against four Police retirees, Rick Ressel, Dennis Osterman, Roger Philbeck, and Kerry Cole. These issues were previously the subject of thorough discussion at Study Session, regular, and Special meetings of the Council held on December 11 and 18, 2012 and January 15, 2013. Discussion Tonight there are two action items on the agenda for Council consideration. Item I-1 affords the Council two options for addressing the overpayment of pension benefits to Messrs. Ressel, Osterman, Philbeck, and Cole. Resolution 2013-16(A) makes the finding the above listed retirees received an overpayment of their pension benefits, directs those benefits be recalculated, directs City staff demand reimbursement from the retirees for the overpayment, and directs the City Legal Department to use all available methods to insure the City receives reimbursement. Resolution 2013-16(B) makes the finding the above listed retirees received an overpayment of their pension benefits but unlike Resolution 2013-16(A), forgives that overpayment. Resolution 2013-16(B) affords the Council the opportunity to avoid the expense and uncertainty inherent in all litigation while not conceding the City’s policy was ever to calculate police retirement benefits on a joint life annuity basis. It also allows the City to resolve this issue immediately instead of engaging in litigation for years. Item I-2 addresses the calculation of police retirement benefits. Resolution 2013-17(A) makes the finding the Council never authorized changing the calculation of police retirement benefits from a straight to joint life annuity basis, any such benefits calculated Grand Island Special Meeting - 1/17/2013 Page 7 / 17 on a joint life annuity basis were incorrect and illegal, and all pending and future police retirement benefits shall be calculated on a straight life annuity basis. Resolution 2013-17(B) allows the Council to direct all pending and future police retirement benefits be calculated on a joint life annuity basis. Alternatives It appears the Council has the following alternatives concerning the issue at hand. The Council may: 1.Move to approve 2.Refer the issue to a Committee 3.Postpone the issue to future date 4.Take no action on the issue Recommendation The City Administration has no recommendation regarding Resolutions 2013-16(A), 2013-16(B), and 2013-17(A), and 2013-17(B). Grand Island Special Meeting - 1/17/2013 Page 8 / 17 Approved as to Form ¤ ___________ January 17, 2013 ¤ City Attorney R E S O L U T I O N 2013-16(A) WHEREAS, Article 10 of Chapter 16 of the Nebraska Revised Statutes sets forth the laws governing the pensions of police officers of First Class Cities; and WHEREAS, Section 16-1007(1) of the Nebraska Revised Statutes requires the City of Grand Island to provide pension benefits to retired police officers “in the form of a straight life annuity or any optional form of annuity benefit established by the retirement committee”; and WHEREAS, Section 16-1007(2)(b) of the Nebraska Revised Statutes states in reference to police pension benefits, “[i]f the minimum pension benefit is paid in a form other than a straight life annuity, such benefit shall be the actuarial equivalent of the straight life annuity that would otherwise be paid to the officer…” WHEREAS, beginning in 2005 the Police Pension Committee stopped calculating police pension benefits based on a straight life annuity and began calculating said benefits based on a joint life annuity; and WHEREAS, Section 16-1014 of the Nebraska Revised Statutes states in reference to police pension benefits, “[t]he governing body of the city shall continue to be responsible for the general administration of such retirement system unless specific functions or all functions with regard to the administration of the retirement system are delegated, by ordinance, to the retirement committee.”; and WHEREAS, the Grand Island City Council as the governing body of the City of Grand Island never approved the calculation of police retirement benefits based on a joint life annuity nor has delegated that authority or function to the Police Pension Committee; and WHEREAS, Nebraska law generally limits the filing of a suit to four years from the event that gave rise to the cause of action; WHEREAS, within the last four years the City has paid police pension benefits to Rick Ressel, Dennis Osterman, Roger Philbeck, and Kerry Cole based on a joint life annuity; and WHEREAS, the issue of police and fire pension benefits was the subject of a Study Session meeting of the Council on December 11, 2012, a regular meeting of the Council on December 18, 2012, and Study Session and Special meetings of the Council on January 15, 2013 ; and WHEREAS, the Council has determined Messrs. Ressel, Osterman, Philbeck, and Cole were overpaid for their respective police pension benefits and such overpayments should be corrected, NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL Grand Island Special Meeting - 1/17/2013 Page 9 / 17 - 2 - OF THE CITY OF GRAND ISLAND, NEBRASKA, That by January 31, 2013, City staff, the Police Pension Committee, and Messrs. Ressel, Osterman, Philbeck, and Cole are directed to recalculate the lump sum pension benefits of said retirees using a straight life annuity pursuant to the procedure set forth in Section 16-1007(2)(c) of the Nebraska Revised Statutes. That once said recalculations for the individual retirees listed above are completed, City staff is to make formal written demands upon the above listed retirees for reimbursement of the difference between each retiree’s pension benefits determined by a joint life annuity and benefits determined by a straight life annuity. That the City Legal Department is to use all available methods to insure the City receive reimbursement from each of the above listed retirees for the overpayment of their pension benefits. Adopted by the City Council of the City of Grand Island, Nebraska, January 17, 2013. _______________________________________ Jay Vavricek, Mayor Attest: _______________________________________ RaNae Edwards, City Clerk Grand Island Special Meeting - 1/17/2013 Page 10 / 17 Approved as to Form ¤ ___________ January 17, 2013 ¤ City Attorney R E S O L U T I O N 2013-16(B) WHEREAS, Article 10 of Chapter 16 of the Nebraska Revised Statutes sets forth the laws governing the pensions of police officers of First Class Cities; and WHEREAS, Section 16-1007(1) of the Nebraska Revised Statutes requires the City of Grand Island to provide pension benefits to retired police officers “in the form of a straight life annuity or any optional form of annuity benefit established by the retirement committee”; and WHEREAS, Section 16-1007(2)(b) of the Nebraska Revised Statutes states in reference to police pension benefits, “[i]f the minimum pension benefit is paid in a form other than a straight life annuity, such benefit shall be the actuarial equivalent of the straight life annuity that would otherwise be paid to the officer…” WHEREAS, beginning in 2005 the Police Pension Committee stopped calculating police pension benefits based on a straight life annuity and began calculating said benefits based on a joint life annuity; and WHEREAS, Section 16-1014 of the Nebraska Revised Statutes states in reference to police pension benefits, “[t]he governing body of the city shall continue to be responsible for the general administration of such retirement system unless specific functions or all functions with regard to the administration of the retirement system are delegated, by ordinance, to the retirement committee.”; and WHEREAS, the Grand Island City Council as the governing body of the City of Grand Island never approved the calculation of police retirement benefits based on a joint life annuity nor has delegated that authority or function to the Police Pension Committee; and WHEREAS, Nebraska law generally limits the filing of a suit to four years from the event that gave rise to the cause of action; WHEREAS, within the last four years the City has paid police pension benefits to Rick Ressel, Dennis Osterman, Roger Philbeck, and Kerry Cole based on a joint life annuity; and WHEREAS, the issue of police and fire pension benefits was the subject of a Study Session meeting of the Council on December 11, 2012, a regular meeting of the Council on December 18, 2012, and Study Session and Special meetings of the Council on January 15, 2013 ; and WHEREAS, the Council has determined Messrs. Ressel, Osterman, Philbeck, and Cole were overpaid for their respective police pension benefits and such overpayments should be addressed, NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL Grand Island Special Meeting - 1/17/2013 Page 11 / 17 - 2 - OF THE CITY OF GRAND ISLAND, NEBRASKA, That the City Legal Department is directed to send individual letters to Messrs. Ressel, Osterman, Philbeck, and Cole informing them their pension benefits were calculated incorrectly which resulted in an overpayment of those benefits. The letters are to also state the City is within its legal rights to seek reimbursement for the overpayment but will not and instead forgive the overpayment due to the expense and uncertainty of litigation and the City’s desire to resolve this matter immediately. Adopted by the City Council of the City of Grand Island, Nebraska, January 17, 2013. _______________________________________ Jay Vavricek, Mayor Attest: _______________________________________ RaNae Edwards, City Clerk Grand Island Special Meeting - 1/17/2013 Page 12 / 17 City of Grand Island Thursday, January 17, 2013 Special Meeting Item I2 #2013-17(A) & #2013-17(B) – Pre-84 Police Retirees – Calculation of Police Retiree Benefits Staff Contact: Robert J. Sivick, City Attorney Grand Island Special Meeting - 1/17/2013 Page 13 / 17 Approved as to Form ¤ ___________ January 17, 2013 ¤ City Attorney R E S O L U T I O N 2013-17(A) WHEREAS, Article 10 of Chapter 16 of the Nebraska Revised Statutes sets forth the laws governing the pensions of police officers of First Class Cities; and WHEREAS, Section 16-1007(1) of the Nebraska Revised Statutes requires the City of Grand Island to provide pension benefits to retired police officers “in the form of a straight life annuity or any optional form of annuity benefit established by the retirement committee”; and WHEREAS, Section 16-1007(2)(b) of the Nebraska Revised Statutes states in reference to police pension benefits, “[i]f the minimum pension benefit is paid in a form other than a straight life annuity, such benefit shall be the actuarial equivalent of the straight life annuity that would otherwise be paid to the officer…” WHEREAS, beginning in 2005 the Police Pension Committee stopped calculating police pension benefits based on a straight life annuity and began calculating said benefits based on a joint life annuity; and WHEREAS, Section 16-1014 of the Nebraska Revised Statutes states in reference to police pension benefits, “[t]he governing body of the city shall continue to be responsible for the general administration of such retirement system unless specific functions or all functions with regard to the administration of the retirement system are delegated, by ordinance, to the retirement committee.”; and WHEREAS, the Grand Island City Council as the governing body of the City of Grand Island never approved the calculation of police retirement benefits based on a joint life annuity nor has delegated that authority or function to the Police Pension Committee; and WHEREAS, absent any official action on the part of the Council changing the method of calculating police retirement benefits, those benefits were and are to be calculated on a straight life annuity basis and any deviation from that standard was incorrect and illegal, NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE CITY OF GRAND ISLAND, NEBRASKA, That the Police Pension Committee and City staff are to calculate all pending and future police retirement benefits on a straight life annuity basis unless directed otherwise by an official action of the Grand Island City Council. Adopted by the City Council of the City of Grand Island, Nebraska, January 17, 2013. _______________________________________ Jay Vavricek, Mayor Grand Island Special Meeting - 1/17/2013 Page 14 / 17 - 2 - Attest: _______________________________________ RaNae Edwards, City Clerk Grand Island Special Meeting - 1/17/2013 Page 15 / 17 Approved as to Form ¤ ___________ January 17, 2013 ¤ City Attorney R E S O L U T I O N 2013-17(B) WHEREAS, Article 10 of Chapter 16 of the Nebraska Revised Statutes sets forth the laws governing the pensions of police officers of First Class Cities; and WHEREAS, Section 16-1007(1) of the Nebraska Revised Statutes requires the City of Grand Island to provide pension benefits to retired police officers “in the form of a straight life annuity or any optional form of annuity benefit established by the retirement committee”; and WHEREAS, beginning in 2005 the Police Pension Committee stopped calculating police pension benefits based on a straight life annuity and began calculating said benefits based on a joint life annuity; and NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE CITY OF GRAND ISLAND, NEBRASKA, That the Police Pension Committee and City staff are to calculate all pending and future police retirement benefits on a joint life annuity basis. Adopted by the City Council of the City of Grand Island, Nebraska, January 17, 2013. _______________________________________ Jay Vavricek, Mayor Attest: _______________________________________ RaNae Edwards, City Clerk Grand Island Special Meeting - 1/17/2013 Page 16 / 17 City of Grand Island Thursday, January 17, 2013 Special Meeting Item X1 Strategy Session with Respect to Possible Litigation The City Council may hold a closed or Executive Session as permitted by Neb. Rev. Stat. Sec. 84-1410. Closed sessions may be held for, but shall not be limited to such reasons as: 1. Protection of the public interest. 2. Needless injury to the reputation of an individual. 3. Strategy sessions with respect to a. collective bargaining, b. real estate purchases, c. pending litigation, or d. imminent or threatened litigation. 4. Discussion regarding deployment of security personnel or devices. 5. For the Community Trust created under Sec. 81-1801.02, discussion regarding the amounts to be paid to individuals who have suffered from a tragedy of violence or natural disaster. Staff Contact: Robert Sivick Grand Island Special Meeting - 1/17/2013 Page 17 / 17