HomeMy Public PortalAbout19730523 - Agenda Packet - Board of Directors (BOD) - 73-11 _J
MIDPENINSULA REGIONAL PARK DISTRICT
Board of Directors
Agenda
Regular Meeting
May 23 , 1973 7 : 30 p.m.
Mountain View City Hall - Council Chambers
540 Castro Street
Mountain View
ROLL CALL
APPROVAL OF MINUTES OF MAY 9, 1973
SPECIAL ORDERS OF THE DAY
1. San Jose Water Works Property - Grench
2. Baylands Reports - Peters
a. Policy Plan for the Baylands (Planning Policy Committee)
- Eleanor Young (8 :00 p.m. )
b. South San Francisco Bay National Wildlife Refuge - Walter
Stieglitz (9: 00 p.m. )
c. Recess (9: 15 - 9: 30 p.m. )
d. Save Our Sloughs Committee - Nancy Holmes (9 : 30 p.m. )
e. Mountain View Shoreline Park - John O'Halloran (10:00 p.m. )
f. Discussion (10 : 30 - 11: 00 p.m. )
REPORTS
3. Open Space Planning & Zoning in California - Hanko
4. Establishment of Position of Administrative Secretary
5. Establishment of Petty Cash Fund
6. Binding of the District by the General Manager
7. Signatories for District Checking Account - Norton
8. Other Agencies ' Resolutions Concerning Beverage Containers
RESOLUTIONS AND ORDINANCES
9. Resolution 73-14 Stating Policy of Equal Opportunity Em-
ployment by the District
NEW BUSINESS
WRITTEN COMMUNCIATIONS
ORAL COMMUNICATIONS
CLAIMS
EXECUTIVE SESSION - Discussion of Legal Matters
ADJOURNMENT
MIDPENINSULA REGIONAL PARK DISTRICT May 17 , 1973
TO: BOARD OF DIRECTORS
FROM: H. A. Grench, General Manager
Re: Interim Report - San Jose Water Works Property
Assignment: At the meeting of April 25, 1973 the Board of Direc-
tors reviewed a letter from the Lexington Hills Association
which asked the MRPD to seek to purchase lands which hAve been
offered for sale by the San Jose Water Works Company to Santa
Clara County. The matter was continued without commitment to
the May 23 meeting so that the General Manger could meet with
Mr. Amyx, Director of the Santa Clara County Parks and Recrea-
tion Department, and with San Jose Water Works Company person-
nel, and so that the Directors could visit the property within
the month. At the meeting of May 9 , 1973 the General Manager
was asked to provide an interim report at the May 23 meeting.
This document is to be considered a progress report; an in-
depth report giving background information will follow.
Progress: Two meetings have been held since May 9 with Mr. Norman
Andrews, Vice President of the San Jose Water Works Company,
the second one consisting of a tour of the lands offered for
sale to the County. The San Jose Water Works Company apparently
wishes the land to be purchased for park purposes and seems
willing to work toward that end even if it takes some time to
accomplish. It should be noted that to date no formal offer
to sell has been made to the MRPD.
A meeting and other contact has taken place with Mr. Amyx.
The Santa Clara County Parks & Recreation Commission has post-
poned action on this item so that Mr. Amyx could determine what
action would be taken by the District. He is hopeful that some
decision is made by the District at an early date.
Interested persons who live in the Black Road area are pursu-
ing alternative means of public acquisition.
The enclosed map is a combination of information from a map
supplied by Mr. Amyx to the Commission and a map recently ob-
tained from the San Jose Water Works Company. There are some
details to be worked out regarding the exact parcels which are
to be sold.
Recommended Action: It is recommended that no formal action be
taken at this time pending further discussions with interested
parties, adequate field trips by the Directors, and a more com-
prehensive report by the General Manager.
GENERAL SUMMARY OF MARSHES AND CASEY SLOUGH MARSH IN PARTICULAR
we recognize the fact that marshes are not for everyone. However,
marshes with their vast flatness, persistent winds, muddy terrain, and
the plaintive cries of their wild birds do have appeal for many. It
is estimated that by the year 1980, some 522, 000 user-days will be
spent in the baylands covering such recreational activities as bird-
watching, nature photography and nature study.* This estimate is based
on the assumption that access to the bay will continue to remain as
restrictive as it presently is.*
Marshes also play a major role as an educational tool for the
countless number of children in the local school-system and as bio-
logical laboratories for the numerous colleges in the area. The Palo
Alto baylands play host to some 1200 school children per week. Even
the Casey Slough marsh has been used in this regard.
Some species of birds are almost entirely dependent upon the marshes
for their survival. other species of birds could survive the loss of
marshlands but at a high-cost to their present numbers . Some birds are
territorial; to deprive them of their habitat would force them to
compete for new territory elsewhere - again with the consequence that
the ranks of these birds would be depleted.
In the bay area very few marshes remain which constitute breeding
grounds for wildlife.* Retention of these marshlands is a public
trust charged not to just the immediate owners but to all heirs for
generations to come. If these wild birds are to survive for our
posterity to enjoy, their habitats must also survive.
There is a vast difference in wildlife habitat between the two
ends of Shoreline Park. The Stevens Creek end of the park, which
consists mainly of submerged lands, provides a feeding ground for
many species of the larger shorebirds and diving ducks. However, it
does not provide the diversity of habitat which is found in the Casey
Slough end of the park. The Casey Slough marsh supports a wider
variety of shorebirds and waterfowl; it is a major nesting site for
*San Francisco Bay Conservation and Development Commission.
San Franicsco Bay Plan Supplement; Pg. 289.
"Heath, James P. ; 1970. Estuarine Ecology. A report on Santa
Clara County wetlands. California State University, San Jose.
(1)
migratory waterfowl* and for some species of shorebirds.
We feel that the construction of a saltwater lake on top of the
Casey Slough marsh should be reconsidered. This area has value as a
nesting ground; some species of shorebirds live here all year round.'
During migration it plays an important role as a resting stop in the
Pacific Flyway.
Once this park is built as presently planned, these birds will
not be found there. Even the southern rim of the salt ponds and the
toe of Charleston Slough will be useless as bird habitat because of
the proximity of large crowds of people in these areas.
Gill, Robert, Jr. ; 1972. South San Francisco Bay Breeding Bird
Survey, 1971. California State University, San Jose; Pg. 15
(2)
BIRDS OF CASEY SLOUGH , _,SH (Shoreline Park)
(*Denotes known nesting birds)
DUCKS TERNS
*Mallard Forester 's tern
*Pintail
Green-winged teal SPARROWS
*Cinnamon Teal *Salt marsh song sparrow
American widgeon White-crowned sparrow
*Shoveler Golden-crowned sparrow
Ruddy duck Savannah sparrow
*Gadwall
SWALLOWS
HERONS White-throated swift
Great blue heron violet-green swallow
Common egret Barn swallow
Snowy egret Cliff swallow
Black-crowned night heron
American bittern BLACKBIRDS
*Red-Winged blackbird
SHOREBIRDS Tri-colored blackbird
Pied-billed grebe Brewer ' s blackbird
*American coot
Black-bellied plover LANDBIRDS
Semi-palmated plover *Western meadowlark
*Killdeer Loggerhead shrike
Long-billed curlew Robin
Willet *House finch
Dunlin Black phoebe
*Greater yellowlegs Water pipit
Lesser yellowlegs Brown-headed cowbird
Western sandpiper Ring7necked pheasant
Least sandpiper
Long-billed dowitcher OWLS
*
Marbled godwit Burrowing owl
American avocet Short-eared
*Black-necked stilt
HAWKS MAMMALS
White-tailed kite Jack rabbit
Marsh hawk Beechy ground squirrel
Red-tailed hawk
Sparrow hawk BIRDS OF GARBAGE AREA
Assorted gulls
Assorted blackbirds
Starlings
BIOGRAPHIES of BIRD SURVEYORS
BROWN, Irene. Ph.D. , Biological Science, Stanford University;
MA, Biological Science, San Jose State College;
BA, Biology, San Jose State College
Has extensively published on the physiology and
orientation of migration of birds.
HOLMES, Nancy. Educational Chairman, Santa Clara Valley Audubon
Society
TROETSCHLER, Ruth. MA, Biology, San Jose State College;
BA, Psychology, Stanford University
Thesis: "Impact of Starlings on Hole Nesting Birds
of San Francisco Bay Area. " Has reports in
manuscript-form on ground insects.
Official bird-census taker for California Depart-
ment of Fish & Game.
Old List of 4, /73
BIRDS OF CASEY SLOUGH MARSH
(*Denotes known nesting birds)
*Mallard duck Forester's tern
Pintail duck
Green-winged teal *Salt marsh song sparrow
*Cinnamon teal White-crowned sparrow
American widgeon Golden-crowned sparrow
*Shoveler Savannah sparrow
Ruddy duck
*Western meadowlark
Great blue heron *Red-winged blackbird
Common egret
Snowy egret White-throated swift
Black-crowned night heron Violet-green swallow
American bittern Barn swallow
Pled-billed grebe Ring-necked pheasant
*American coot
Black-bellied plover *Burrowing owl
Semi-palmated plover Short-eared owl
*Killdeer
Long-billed curlew Loggerhead shrike
Willet Robin
*Greater yellowlegs *House finch
Lesser yellowlegs
Western sandpiper
Least sandpiper
Dunlin
Long-billed dowitcher KNOWN MAMMALS
Marbled godwit Jack rabbit
American avocet Beechy ground squirrel
*Black-necked stilt
Water pipit
Black phoebe
White-tailed kite BIRDS OF GARBAGE DUMP AREA
Marsh hawk Assorted gulls
Red-tailed hawk Assorted blackbirds
Sparrow Hawk Starlings
May 1, 1973
CITY OF MOUNTAIN VIEW
HISTORY OF SHORE LINE PARK
In 1967 the City Of Mountain View had a dream to acquire and develop 550 acres
of open space between the Bayshore Highway and the Leslie Salt Ponds. At that time this
area was a problem to the city for numerous reasons. There were wrecking yards, a pig
farm, public dumps and other undesirable features on the proposed park lands. It was felt
that if the city could acquire 550 acres and show how properties such as this could be
developed into an open space and recreational area, it would be in example to other cities
to protect their remaining resources. The engineering firm of Wilsey and Ham and the
architectural firm of Sasaki, Walker were commissioned to prepare engineering and site
plans for the area. In January of 1968 the site plan was filed which called for sailboat
areas., a major golf course, intense recreational uses (swimming, tennis, community ser--
vices buildings, etc.) and general open space area devoted to meadows.
We filed for and received from the Department of the Interior's land and water con-
servation fund a grant of $1,200,000, and from Santa Clara County an amount of
$600,000 for land acquisition. In addition, the city put up approximately $2,000,000
additional for land acquisition. For a city the size of Mountain View this is certainly a
commendable effort. At that time numerous public hearings were held at the County Parks
and Recreation Commission, County Board of Supervisors, City Environmental Planning
Commission and City Council. Tremendous support and local interest was generated at
this time.
About the same time, we decided the most economical method of raising levels in
the area would be through the use of sanitary fill rather than an expensive dirt hauling opera-
tion. Also, the cost of providing roads, lakes, etc. in addition to land acquisition had to
be financed. The city of San Francisco which was having a sanitary fill problem at the
time was contacted and agreed to send their refuse to the fill site and pay $2 a toil for this
service. The $2 per ton is used for the actual sanitary landfill plus the construction of
roads, lakes and engineered fill under all the areas where our plan showed structures even-
tually would go. It should be emphasized that all revenue from San Francisco is committed
to the park plus additional yearly costs incurred by the city of Mountain View for many
reasons including engineering and design cost and inspection.
May 1., 1973
CITY OF MOUNTAIN VlEv.
History of Shoreline Park Page 2-
In addition to our public hearings, we met with the Bay Area Conservation District
and received their approval of our plan and their present program shows Our park very
clearly on their adopted plans. Also, we were required to apply to the Water Quality Control
Board for a permit. They held a public hearing at which time they notified every agency
they knew that had any concern, interest or control of this type of operation. State Fish
and Game, Public Health Agencies, Santa Clara County and many others reported very
favorably on our concept. We had considerable trouble in obtaining this permit becaLtEe of
the fact that the Water Quality Control Board at that time had not been involved greatly in
sanitary landfill operations. They therefore decided to use our project as a model and
involved us in many protective programs. Because of their requirements we incurred a
very substantial cost in engineering, geological and public health. Therefore, we engaged
practically every type of consultant that could be involved. In order to obtain our permit
we agreed with all conditions, even to the extent of hiring a geological firm and paying
them $60,000 a year to inspect our operation. We installed monitor wells and made
other extensive reports, all to insure ourselves and Water Quality that an outstanding
sanitary landfill operation was conducted. These substantial expenses have been a heavy
financial burden on the city for the past three years. The city of San Francisco contract
with Mountain View went into effect in October 1970 and we have been receiving refuse
since that date. Everyone so far has agreed that Mountain View has the best engineered
and designed sanitary landfill in the United States and probably therefore in the world.
We have had visitors from almost every foreign country, the most recent being from Russia
during the week of April 21, 1973.
Present Situation at Shoreline Park
Recently a group of approximately five women calling themselves the "Save Our
Sloughs" group wrote to the Corps of Engineers because they observed our sanitary landfill
road building and levee construction which has been going on for 22 years. It is unfortunate
that this group who had knowledge of our project from its inception waited so long to raise
their objections. The Corps then issued a cease and desist order until a permit was applied
for. The city obviously was quite surprised and shocked that another agency could be
i t
• May 1, 1973
CITY OF MOUNTAIN VIEVv
History of Shorel ine Park Page 3
Present Situation at Shorel ire' Park (Continued)
involved which no one thought had any jurisdiction on this property and which is behind the
Leslie Salt Ponds and completely cut off from San Francisco Bay. It was found in sub-
sequent discussions with the Corps that under an 1896 environmental law, they now have
jurisdiction of ail construction within an area that falls within a 4.7 foot elevation line,
It is our understanding that it was July 1, 1971 when they expanded their jurisdiction to
include our park. It is interesting to note that large sections of the bay area where construc-
tion is going oil every day falls within this line. The Corps' explanation of why we were
singled out was the fact that because of their shortage of manpower, all they could do was
respond to anyone who complains. As an example, it was pointed out to them that Moffett
Naval Air Station which is constructing various buildings, etc. at all times has never applied
for any permits. The Corps' reaction to this was that if we complained they would also issue
them a cease and desist order .
In any event, the city indicated it would be willing to apply for a permit, but would
reserve the right to argue the Corps' jurisdiction on the project. This was on the basis that
the project had been fully approved by every conceivable agency and gone through numerous
public hearings in addition to being under construction for two years. It could be compared
to the city issuing a building permit and when construction was halfway completed, changing
the rules and then not allowing completion of the building. The Corps' procedure on the
issuance of a permit is to notify approximately 750 organizations or individuals they have
on a list for all public hearings.
Presently, the main problem seems to be with the Federal Department of Interior and
State Resources agency, who have not yet sent their.written comments to the Corps.. The
� problem with the Department of Interior is that they have
ve two agencies
encies with conflicting view-
points. The Bureau of Sport Fisheries & Wildlife which has now looked at the site, indi-
cated that there is wildlife in a portion of the site and that they would like to see this area
kept in its present state. This area is the main focal point of our park and it is where the
city plans to build an approximate 50-acre sailboat lake. On the other hand, the Federal
Bureau of Outdoor Recreation, also a Department of Interior subdivision, has indicated that
F May 1, 1973
CITY OF MOUNTAIN VIEW
History of Shoreline Pag•k Page 4
Present Situation at Shoreline Park (Continued)
they approve and are fully in accord with our plans, and in fact if major modifications are
made, may request that the $1,200,000 grant may have to be returned. Obviously, this
is after the fact because the city has bought the land and incurred hundreds of thousands of
dollars in design expense. It is our understanding that the Department of Interior field
representative is attempting to resolve these conflicting viewpoints.and will be issuing a
letter to the Corps in the near future requesting modifications that the city would be willing
to consider.
The other agency that has not yet formally replied to the Corps is the Resource
Agency Department of State Fish and Game. it is our understanding that they too are
asking the city for modifications of our plan. This is especially disheartening because
of the fact they were involved in the public hearings with the Water Quality Control Board
back in 1969 and 1970.
One major point that must be kept in mind is that the property involved has been
completely cut off from San Francisco Bay because of the Leslie Salt Ponds for approx-
imately 75 years. The only water that sits in what they refer to as a marshy area, is
drainage from the other side of Bayshore from residential and industrial developments in
Mountain View. We have been working for many years with Flood Control for some means
of dumping this drainage water into the Stanford-Palo Alto basin or some other system to
protect a large area of the city. The property the "Save Our Sloughs" committee refers
to as the end of Charleston Slough has not been open to the bay for all these years and
the only reason any water is in there is because of the drainage. This year, because of
the heavy rains, we have had more water than any other year and it therefore gives the
appearance of a good wildlife area. The fact is that during most of the year this area is
almost completely dried up. In the city's opinion, the trade off between the small amount
of bird life that uses this area and the amount of money and effort expended for the thousands
of people who will daily be using Shoreline Park as a recreational source,in no way is a
comparable trade off. Obviously, if the city had known when this project was started that
we would be required to leave it the way it was, it never would have acquired it as our
May 1, 1973
CITY OF MOUNTAIN VIEW
History of Shoreline Park Page 5
Present Situation at Shoreline Park (Continued)
citizens tizens would not have supported that type of expenditure. The city is presently incurring
very heavy and substantial costs in labor trying to meet with all of the agencies and people
that are now receiving notices on this matter. The whole project, which is a complex engi-
neering design, etc., has to be explained over and over again. Also, we are in serious
time and probably contract difficulties with San Francisco because of the severe engineering
complexities of moving various types of earth material from one area to another to be used
under the fill on the !evee between the garbage cells, and engineered fill for structures.
If the matter is not resolved in the very near future, we will not be able to handle Sal
Francisco's and our own refuse this coming winter as these sites have to be prepared now.
In our opinion, Mountain View's very noble effort is being endangered by a few
unreasonable people, no matter how sincere. Also, it appears the wildlife agencies men-
tioned earlier are taking a very short-sighted and single-purpose approach. It is certainly
to be appreciated that their main and only concern is wildlife; however, it is obvious this
is a much bigger project than that. As a recap, the city feels that it is being very unfairly
dealt with at this particular time for a number of reasons that follow:
It has already incurred substantial expenditures for the project.
2 . It is in the middle of an on-going contract with the city of San Francisco.
3. It obtained approval of every known agency which had any concern or any control in 1969.
4. We are solving a bay area solid waste disposal problem which has also enabled San
• Francisco to construct a major recycling center.
5. The city's only interest has been the preservation of open space and development of
park and recreational facilities.
• 6. The area involved is completely cut off from San, Francisco Bay and the only water
involved is drainage water from the city, subdivisions and industrial development.
7. The city of Mountain View has always been noted as a strong conservation leader in
Santa Clara County, and an extremely small group should not be able to cost the tax-
.payer this much money and inconvenience.
J OHN T. O'HALLORAN
CITY MANAGER
i
MIDPENINSULA REGIONAL PARK DISTRICT May 15, 1973
TO: BOARD OF DIRECTORS
FROM: H. A. Grench, General Manager
i
I Re: Establishment of Position of Administrative Secretary
Background: At the May 9 meeting the Board concurred with the
concept and job description of the position of Administra-
tive Secretary. A job description revised as suggested at
that meeting is attached.
Study: Research has since been done to help determine the appro-
priate salary range for this position. The basic data were
obtained from 1) the "Wage and Salary Survey" by the Bay Area
Salary Survey Committee, March 1973, 2) the City of Palo Alto,
3) Santa Clara County, and 4) supplemental sources. The table
below summarizes ranges for similar positions from these
sources. An exception to this similarity occurs for the pri-
vate industry categories, where the salaries are for a secre-
tary-stenographer-clerk position, which is lower in level than
administrative secretary.
Employer Position Salary Range Midrange
($/yr) ($/yr)
Santa Clara County Secretary II/ 8820-10704* 9762*
Ex. Secretary-
County Executive
City of Palo Alto Secretary to 8880-11112 9996
City Manager
City of San Leandro Adm. Secretary 8196- 9948 9072
Contra Costa County Adm. Secretary 9960-12132 11046
Water District
BART Secretary III 8100-12000 10050
Average of above 5 8791-11179 9985
Private industry - Secretary-Sten- 9000-11052 10013
Transportation/ ographer-Clerk
Utilities
Private industry - Secretary-Sten- 8172- 9876 9024
Total ographer-Clerk
* Salaries from two positions averaged.
I
I
I
May 15, 1973
Establishment of Position of Administrative Secretary (Page 2)
Such information indicates that approximately $10,000/yr. is
an appropriate mid-range salary for this position in a public
agency. Based upon salary steps commonly found in both pub-
lic and private sectors, a five step system with 6% increments
would be appropriate to provide hiring flexibility, merit in-
creases, and some overlap with higher and lower level positions .
The table below lists these steps. It should be noted that the
cost to the District will be 15 to 25% higher when the cost of
benefits is included.
Step A B C D E
Salary ($/yr) 8892 9412 9984 10608 11232
This range would allow the hiring of a "highly capable, pro-
fessional staff" member as indicated in the MRPD fact sheet.
Recommendation: It is recommended that the Board of Directors
approve by motion the salary range of $8892 to $11232 per
year for the position of Administrative Secretary and autho-
rize the General Manager to recruit the person to fill the
position.
- - -- - - - - - - - --------
MIDPENINSULA REGIONAL PARK DISTRICT May 15, 1973
TO: BOARD OF DIRECTORS
FROM: H. A. Grench, General Manager
Re: Establishment of Petty Cash Fund
In order to reduce the impact of out-of-pocket expenses , for
which there is a significant time lag in reimbursement, a
petty cash fund should be established. The fund would be
routinely replenished as claims against it are approved.
It is recommended that the Board of Directors approve the
issuance of a check in the amount of $50.00 for the estab-
lishment of a petty cash fund.
MIDPENINSULA REGIONAL PARK DISTRICT May 15, 1973
TO: BOARD OF DIRECTORS
FROM: H. A. Grench, General Manager
Re: Resolution Concerning Beverage Containers
At the meeting of April 25, 1973 W. Peters requested the
General Manager to secure a copy of a City of Palo Alto
resolution conerning pop-top containers and that it be
placed on the May 23 agenda for consideration. That reso-
lution, which supports AB 594 relating to beverage con-
tainers, and a related one for 1971 are attached.
On April 23, 1973 the City Council of San Jose rejected a
motion supporting AB 594 (attached) , but passed a motion
urging local legislators to amend AB 594 to ban only non-
returnable containers.
The Sunnyvale City Clerk's office reported that no consider-
ation has been given this issue by their City Council.
FROM CITY ATTORNEY
k'AA
April 26 , 1973
THE HONORABLE CITY COUNCIL
Palo Alto, California
Re: Resolution Supporting
Assembly Bill No. 594
Dear Council Members :
Pursuant to the direction of the City Council on
April 23, 1973, we have prepared - for- your consideration-
the attached resolution supporting the enactment of
Assembly Bill Number 594 relating to beverage containers .
Relying upon the concern of the City Council with
the problems in general caused by nonrefundable beverage
containers, we have expanded the scope of the resolution
to include support in principle for any legislation or
research which would aid in solving the environmental
and solid waste disposal problems generated by such con-
tainers.
Respectfully submitted,
PETER G. STONE
City Attorney
Ao;
BY MAR1LYN D. NOREK
Assistant City Attorney
MDN : sb
Attachment
RESOLUTION OF THE COUNCIL OF THE CITY OF PALO ALTO
SUPPORTING ASSEMBLY BILL NUMBER 594 OF THE CALIFORNIA
LEG
rSLATURE FOR THE 1973-74 REGULAR SESSION AND ANY
OTHER SIMILAR LEGISLATION RELATING TO BEVERAGE
CONTAINERS
WHEREAS , it has been amply demonstrated that the disposal of
nonreturnable or throwaway beverage containers is producing a
substantial adverse effect upon the environment, particularly the
beaches, parks , and highways , which is injurious to the health,
safety, and welfare of the residents of the entire State of
California; and
WHEREAS, nonreturnable or throwaway beverage containers also
substantially add to the problem of solid waste disposal in
communities throughout the State of California; and
WHEREA�1 , it is extremely difficult to solve the problems created
by the disposal of said beverage containers either at the local
level or through existing laws banning littering; and
WHEREAS, as found in the State of Oregon in 1972 , said problems
must be dealt with on at least the state level through legislation
directed toward eliminating the sale of beverages in nonrefundable
containers and encouraging the return of said containers to the
manufacturers ; and
WHEREAS, several bills in the past years which addressed them-
selves to said problems unfortunately have been defeated in the
Legislature of the State of California; and
WHEREAS, Assembly Bill Number 594 has been introduced to the
Legislature of the State of California for the 1973-74 Regular
Session; and
WHEREAS, Assembly Bill Number 594 as of April 12 , 1973 , in
substance requires specified beverage containers sold or offered
for sale in the State of California to have specified refund
values ; reqtires dealers , distributors , and manufacturers to
accept, and pay deposit on, such specified containers; requires
container labeling or other marking to facilitate the return of
such containers; and provides for enforcement by the Department
of Alcoholic Beverage Control; and
WHEREAS , said Assembly Bill Number 594 appears to be reasonably
calculated to solve some of the major problems resulting from the
sale of nonreturnable beverage containers;
NOW, THEREFORE, the Council of the City of Palo Alto does
RESOLVE as follows :
SECTION 1 . The Senate and the Assembly of the State of
California hereby are urged to enact Assembly Bill Number 594
and any other legislation which will help to eliminate the
environmental blight created by nonreturnable beverage containers
and which will encourage the recycling of beverage containers.
SECTION 2 . The Senate and the Assembly of the State of
California hereby are urged also to promote , encourage , and support
research by the beverage and containcr industries in the field of
biodegradable containers and the recycling of containers .
SECTION 3. The City Clerk is directed to transmit a certified
copy of this resolution to the Governor of the State of California;
to the President and the President pro Tempore of the Senate of the
State of California; to the Speaker and the Speaker pro Tempore of
the Assembly of the state of California; to the Majority and Minority
Floor Leaders of the Assembly of the State of California; to Senator
Clark L. Bradley; to Assemblyman Richard Hayden; to Assemblyman
-2-
John Vasconcellos; to the League of California Cities; and to
Assemblyman Julian Dixon, who introduced Assembly Bill Number 594 .
INTRODUCED kND PASSED:
AYES :
NOES :
ABSENT:
ATTEST: APPROVED:
City Clerk Mayor
APPROVED AS TO FORM:
Assistant City Attorney
APPROVED:
City Manager
-3-
MIDPENINSULA REGIONAL PARK DISTRICT May 23, 1973
TO: BOARD OF DIRECTORS
FROM: H. A. Grench, General Manager
RE: Services Which Might be Obtained from Santa Clara County
Employee Benefits, Equipment and Supplies
Background
There are several functions and services which will be necessary
to the proper operation of the MRPD. After exploratory discus-
sions on services Santa Clara County might be able to provide, a
meeting was held on May 17 with Howard Campen, County Executive,
and members of his staff. The attached letter to the Chairman
of the Board of Supervisors resulted from that meeting and sum-
marizes those items which the County could feasibly provide the
District. It should be noted that the County is already providing
such services to other agencies.
Because of the urgency of item 1 in the letter, "Handling of
payroll and employee benefits" , it was necessary to submit a
letter to the Board of Supervisors by May 22 so that the matter
could be considered by the Supervisors at their May 29 meeting.
This timing allows the Board of Directors of the District to
adopt policies as it wishes before May 29.
Benefits program
The County offers a good employee benefits program at reasonable
cost. The accompanying table summarizes the benefits offered by
the County and those recommended for the, District. Booklets are
also provided to describe benefits in some detail.
The County sick leave plan, by which one day sick leave per
month of service can be accumulated, is also recommended. A
recommended vacation plan has not been finally formulated, ex-
cept that it will be at least as beneficial to the employee as
the plan of the County.
Other costs to the District will include Social Security (5.85%) ,
Workmen's Compensation, and unemployment insurance. Any fee
which the County may charge for handling the payroll and bene-
fits for the District has not yet been established but is expected
to be nominal.
Equipment and supplies
Item 6 in the letter to Chairman Mehrkens, "Purchase of equip-
ment and supplies" , was included as a priority item since it is
easy to implement and can result in considerable cost savings to
the District.
Recommendations
It is recommended that the Board approve by motion the concept
of entering into agreements with the County so that the County
will handle payroll and employee benefits for the District and
Page 2
RE: Services Which MIght be Obtained from Santa Clara County -- Em-
ployee Benefits, Equipment and Supplies
Recommendations (continued)
so that the District can purchase equipment and supplies from
the County as appropriate.
It is further recommended that the Board direct the General
Manager to draft a resolution to that effect for consideration
at the June 13 meeting.
Finally, it is recommended that the Board adopt by motion the
benefits plan discussed ab6ve.
Discussion of the other items contained in the letter to Mr.
Mehrkens can be continued.
County Plan Recommended District Plan
Benefit Monthly Cost Monthly Cost Monthly Cost Monthly Cost
to Employee to County to Employee to District
Blue Cross $36. 45* $25. 31 -- $ 61. 76
Health Plan
Kaiser Foundation 25. 05* 19.67 -- 44.72
Dental Plan -- 9. 80 -- 9 . 80
$5000 Life Insurance -- 1.40 -- 1. 40
Additional Life Insurance
a) Salary of $10,000/yr. 6. 00 -- -- 6 .00
b) Salary of $26,000/yr. 18. 00 -- -- 18 .00
Income Protection Plan
a) Salary of $10,000/yr. 10.17 -- 10 . 17 --
b) Salary of $26 ,000/yr. 11.90 -- 11.90 --
Accidental Death or Dismemberment Plan
a) $10,000 principal 0. 63 -- 0. 63 --
b) $100,000 principal 6. 24 -- 6.24 --
Retirement
a) Salary of $10,000/yr. 49. 00 -- -- 49 .00
b) Salary of $26,000/yr. 142. 33 -- -- 142. 33
* Dependents ' coverage
i
'S
� IAL � 1 iJ S Major Medical$1000ut-of-Pocket Expense: The Blue Cross plan has broad benefits but SANTA
Each member need meet this deductible only once does not provide for...
in a calendar year to be eligible. However, only Conditions caused by war or aggression.refractions,gasses an examinations.three deductibles are necessary for a family in Eyeglasses CLARA The Blue Cross/Foundation Program
each calendar year. If your yearly expenses are Conditions covered by Workmen's ensa-k '
less than the deductible,you may apply expenses Com p COUNTY
for the last three months to the next year's tion laws.
deductible. Care in a nursing or rest home; convalescent
facility except as provided by the contract. EMPLOYEES By working together,Blue Cross and the Foundation
Major Medical Accident Provision: If more Routine physical examinations. can offer you paid-in-full protection for hospital
than one member of your family suffers a bodily Services or supplies for which no charge is made. and medical care.
+. 1. FULL, PAYMENT FEATURES—
injury in the same accident and your out-of- Services provided by Federal or State Govern- Sq /\�
ment agencies. Blue Cross bases benefit payment on medical infor-
pocket expenses exceed $100, all injured family O •�/ • Physician members of the Foundation will
�► oration received direct from the hospital. This
members are then eligible for benefits for that Benefits received or payable under the "Medi- '9 for covered services,
accept the fee of the Plan as payment in full means that you do not have to file a claim form in
�accident. care" section of the Social Security Act. order to receive Basic Hospital Benefits.
Major Medical Payments: Payments are based Services prior to and at member's basis for contract benefits.• Hospitals provide care on a
d h "no dollar limit" And, if you are hospitalized in any of the nearly
on the usual, customary and reasonable charges effective date or after protection has termi- � 7,100 Blue Cross member hospitals anywhere in
of the area in which the member receives services. nated, except as provided by the contract. A the United States, a local Blue Cross Plan serving
2. CONVENIENCE— the area will pay your claim.
Treatment for pregnancies, mental disorders, The Blue Cross Identification Card is recognized
pulmonary tuberculosis and to the teeth except "� by most hospitals and physicians. Member hos- Participating physicians of the Foundation for
Renewal Features as described in this summary and the contract. I{/ pitals and physicians bill the Plan direct,thereby Medical Care will accept as payment in full the
Basic Plan:Hospital benefits renew 28 days after 0 116 A removing the employer and employee from fees paid for professional services provided by this
discharge (or when you, the employee, return to Hospitalization primarily for diagnostic tests claims processing and excess paperwork. program. Your physician will file his claim directly,
work,whichever occurs first.) However, hospital with the Foundation, meaning that you, the sub-
work, medical observation,physiotherapy and hydro- scriber,are not bothered with a lot of paperwork.
benefits are renewed immediately in accident therapy except as a Major Medical benefit. q 3. LOCAL SERVICE—
cases. Claims are processed and expedited locally by a
O highly competent Foundation Staff in conjunc-
tionMajor Medical Benefits: Your plan provides
iaiJi j .$ with Blue Cross.
a Maximum of $20,000 in a lifetime. Each Jan- When a member has more than one group 4. CONTROLLED COSTS— Major Protection extends and broadens your health
uary 1, benefits will �ultomztically be restored up health plan, combined payments for both group • Each year Foundation physician members re- protection benefits. It includes a wide range of
to $2,000. programs will be provided up to but not to exceed view fees and predetermine schedules they covered services for hospital,physician and medical
100% of charges for actual covered services. will accept as full payment. care.
• Claims are reviewed by a panel of Foundation
This folder is a brief summary of the program physician members to assure delivery of the You must initiate all action taken on Major Pro-
FAMILY ,IGjj . vk w and is not a contract. highest quality of medical and hospital care— tection claims. When your eligible expenses for
the way medicine is practiced in your own covered services exceed your deductible attach the
FOUNDATION FOR MEDICAL CARE communit itemized bills to a Major Protection Extended Bene-
fits Report form and submit them to the foundation.
under age 65, and all unmarried children from OF
birth and under 19 years of age. Application to 5. SPONSORED BY YOUR COUNTY MEDI- Keep Blue Cross informed of all future Major Pro-
enroll family members must be made within 60 SANTA CLARA COUNTY CAL SOCIETY—This is your guarantee that tection expenses. Itemized hills for out-of-pocket
days of birth or marriage. 700 Empey Way, San Jose 95128 286-5050 your health care protection satisfies the stand- expenses for covered services should be attached
ards of the Foundation for Medical Care. to a Major Protection Extended Benefits Report
At age 19, unmarried children may be included form. You may get the form from the Foundation,
to age 23,provided they are more than 50 percent 6. APPROVED BY THE AMERICAN HOS- Blue Cross,or the Personnel Office.
dependent upon you for support. An unmarried PITAL ASSOCIATION—This assures proper Major bills need not he aid before being sub-
enrolled child who is incapable of self-support p p I p g
1 pp !, ,•`li
conformity of the program with the full pay- mitted. After you have met your deductible, Blue
because of mental retardation or physical Nandi- ment-service concept of quality hospital care in Cross will pay 80 percent of the remaining charges
cap that existed before age 23 may continue as a Znearly 7,100 Blue Cross member hospitals. for covered services.
family member as long as so disabled. OAKLAND 94659 SAN FRANCISCO 94104
1919 Webster•645-3000 350 Sansome St.•398-3600
NOTE:A subscriber ib family member who does not enroll SACRAMENTO 95811 SAN JOSlame 95126
275 HEALTH PLAN
when first eligible,will be required atthe subcriber's 455 Capitol Mall •444-7150 1625 The Alameda•275-8500
expense to give satisfactory evidence of insurability FRESNO 93721
when application is made for enrollment. 2135 Fresno St. •233-0513
12M 10/72 7922 GIG W 49
BASIC PLAN Hospital Room and Paid in full Hospital Services—including general nursing care, meals,
X-ray examinations,drugs and other necessary services.
Physicians' services paid in full when provided by Foundation member physicians. If your
physician is not a member of the Medical Foundation, you will receive Physicians and
Medical benefits based on the California Medical Association's 1964 Relative Value Studies
at$8 per unit for covered services.
PLUS... MAJOR MEDICAL PROTECTION—An additional$20,000 in lifetime health protection for you
and each family member.A family member is eligible whenever his out-of-pocket expenses
for the listed benefits exceed $100 in a calendar year(however, only three deductibles are
necessary for a family.)
PAYMENT IN FULL—Physician members of the Santa Clara County Foundation for
Medical Care will accept your plan's schedule as payment in full.
�, �,� .: x P ,xf, 5., 4- •+, £ .. ;S t "y xawi` ^yv^ 4 -
HOSPITAL ROOM Pays in full for three-bed room up to 100 days. Pays 80% of charges in excess of the days
provided by the Basic Plan plus any difference
in room rates (up to the minimum semi-
private room charges for private accommoda-
tions or if certified as medically necessary by
physician,pays up to private room charges).
HOSPITAL SERVICES Pays in full up to 100 days for all services neces- Pays 80% of charges in excess of the days
sary for your treatment. provided by the Basic Plan.
HOSPITAL EMERGENCY Hospital: Pays in full for illness if surgery is Pays 80% of charges in excess of the Basic
ROOM TREATMENT (as performed,or if for first treatment of shock,acute Plan benefit.
out-patient hospital admission) poisoning or hemorrhaging;for accidents if with-
in 72 hours of the accident. Professional: Pays
up to $15 for non-surgical professional care.
SPECIAL HOSPITAL UNITS Pays in full for up to loo days when used in lieu Pays 80% of charges in excess of the days
(Such as Intensive or Cardiac of Hospital Room benefit accommodations, provided by the Basic Plan.
Care Units)
CONVALESCENT CARE Pays in full in contracting facility for a three- Basic Plan pays in full as shown. Not subject
FACILITY bed room or up to$20 a day in non-contracting to a deductible.
facility.Each day of care is the equivalent of one-
half day when transferring to a facility after at
least five days of hospital care.
LOCAL OR AIR Local: Pays up to $50 for services to or from Pays 80% of local ambulance charges in
AMBULANCE to or from the the hospital or convalescent care facility when excess of the Basic Plan benefit.
Hospital or Convalescent entitled to Hospital Benefits for each accident or
Care Facility illness.
Air: Pays up to $100 for air transportation Not Provided by Major Medical.
from where first disabled to nearest hospital
qualified to provide treatment when necessary to
safeguard the members' life or health.
MENTAL DISORDER CARE Provided by Maior Medical. Pays 80%of charges while hospitalized.
PULMONARY Provided by Major Medical. Pays 80% of charges.
TUBERCULOSIS CARE
SURGEON Pays in full services provided by Foundation Physicians.
ASSISTANT SURGEON Pays in full services provided by Foundation Physicians.
PHYSICIAN Pays in full services provided by Foundation Physicians
ANESTHETIST when you are entitled to Surgical Benefits.
CONSULTING PHYSICIAN Pays in full services provided by Foundation Physicians
including one psychiatric consultation for the purpose of
medical evaluation.
DETENTION FOR Pays in full services provided by Foundation Physicians
CONSTANT CARE when you are in critical condition.
PHYSICIAN'S HOME Employee: Pays in full services provided by Pays 80% of charges in excess of Basic Plan
AND OFFICE VISITS Foundation Physicians up to $480. Payment when provided by Foundation Physicians.
begins with the first visit for an accident and after
the first$16 for an illness. Pays 80% of charges when provided by
Family member: Provided by Major Medical. Foundation Physicians.
PHYSICIAN'S HOSPITAL Pays in full services provided by Foundation Physicians,
VISITS except when hospitalized for surgical or maternity care.
X-RAY RADIUM, RADIO- Pays in full services provided by Foundation Physicians.
ACTIVE ISOTOPE THERAPY
'+,�.»;F°'F:'✓''.v.. xym't4'✓tmt:_,.., m.lhs �.,w��..;,.+,.wn e "w'm.M."%.a%¢rvyv.,�°wp"fr .z..-.Yk� ,,«,ero.w_ a..o-, F>sJ!nn,?.
DIAGNOSTIC OUTPATIENT Pays up to $240 for each accident; up to$240 Pays 80% of charges in excess of the Basic
X-RAY AND LABORATORY in each calendar year for illness. Plan benefit.
EXAMINATIONS
SPECIAL DUTY Provided by Major Medical. Pays 80% of charges.
REGISTERED NURSE
REGISTERED PHYSICAL Pays in full during hospitalization when entitled Pays 80% of charges in excess of the days
THERAPIST to Hospital Benefits. provided by the Basic Plan or when adminis-
tered out of the hospital.
OUTPATIENT Provided by Major Medical. Pays 80% of charges.
PRESCRIPTION DRUGS
AND MEDICINES
BLOOD TRANSFUSIONS Provided by Major Medical. Pays 80% of charges.
INCLUDING UNREPLACED
BLOOD, BLOOD PLASMA
ARTIFICIAL LIMBS AND Provided by Major Medical. Pays 80% of charges if illness or accident
RENTAL OF MECHANICAL occurred while a member of this plan.
EQUIPMENT (wheel chairs,
braces, etc.) I
DENTAL CARE Pays in full for Basic Plan Hospital Services and Pays 80% of charges for treatment of a frac-
Room benefits for up to three days if surgery or tured jaw or accidental injury to natural teeth.
extraction under general anesthetic is required.
OUTPATIENT Provided by Major Medical. Pays 50% of charges up to$10 for each visit
PSYCHIATRIC CARE with a maximum of up to 50 visits each cal-
endar year.
COSMETIC SURGERY Pays as a Basic Plan Hospital and Physician Pays 80% of charges in excess of the Basic
Benefit. Plan benefit if as a result of an accident or
functional disorder occurring while a member
of this plan.
ADDITIONAL ACCIDENT Pays up to $500 each accident for expenses Pays 80% of charges in excess of the Basic
BENEFIT incurred within 90 days of the accident and in Plan benefits. For physician care, pays 8007c
excess of other Basic Plan benefits, including of charges in excess of Basic Plan benefits for
those for physicians, hospital services, registered services provided by Foundation Physicians.
nurses,and X-ray and laboratory examinations.
Foundation Physicians will accept plan's schedule.
Non-foundation physicians' payments are based
on the RVS at$8 a unit.
MATERNITY CARE for the Hospital: Pays up to $50 for each pregnancy. Pays 80% of hospital charges in excess of
employee or wife of the employee Full hospital service benefits up to 100 days will Basic Plan benefits for severe medical or sur-
when she has been enrolled be provided for ectopic pregnancy, dilation and gical complications.
continuously from date of curettage and cesarean section.
conception until hospitalization. Surgical:For other than normal delivery pays
in full for services provided by Foundation
Physicians.
Code:7922
'TERMINATION Or LLIGIBILITY PAYMENT — BASIC x PROSTHODONTIC
SERVICES
Upon termination of employment, including re-
ELIGIBILITY tirement and lay-off, all benefits under the CDS will pay 50% of the lesser of the CDS
Effective October 1, 1972, all present Manage- Dental Care Program will end at midnight on participating member dentist's usual, customary
meet, Supervisory and Confidential personnel the day following the last day of actual employ- and reasonable fees or the fees actually charged
and all employees covered by negotiated agree- ment. for Basic and Prostliodontic Services. If the
trient, who have signed Lip for County sponsored services are performed by a participating dentist
Health Plan Coverage, are eligible for CDS Den- HOW TO USE YOUR PROGRAM who is not a CDS member, or by a non-
tal Care Program benefits as described here-in. participating dentist, CDS will pay the applica-
New employees who do not quality on October Visit your own dentist. If you do not have a ble percentage of the amounts shown for
1, 1972 will became eligible on the same day dentist, there is a directory available at your corresponding services in the CDS Table of
77here is little doubt that, because of steadily their Health Plan Coverage takes effect. Personnel office. Allowances.
increasing ncreasing health care costs, a significant portion Dependents of eligible employees are also cligi- During your first appointment, tell your dentist The maximum amount payable for Basic & Pros-
of your jamily's budget is allocated for dental ble for this Dental Care Program, at the same that you are a member of Santa Clara County's thodontic Services provided an eligible patient in
bills. The Santa Clara County Dental Care Pro- time as the employee. Dependents are defined as Dental Program, CDS Group No. 1766, and give any calendar year or portion thereof is
grain, described on the following pages, will help the employee's lawful spouse and unmarried him your Social Security Number. Your dcpcii- $1,000.00.
pay a large part of these bills. The employee dependent children to age 19 (or to age 23 if dents must use YOUR Social Security number.
does not make any contribution for the Dental full time students). PAYMENT — ORTHODONTIC SERVICES
Care Program for himself or for his eligible Your dentist will perform an examination and
dependents. Payment for the Program is made Children include stepchildren, adopted children submit a Treatment Planning Form to CDS in CDS will pay or otherwise discharge 50% of the
entirely by Santa Clara County. In order to and foster children, provided such children are order to verify your eligibility and to determine lesser of the usual, customary and reasonable
promote continuing dental health for you, the dependent solely upon the employee for support how much of the dentist's bill you will have to fees or the fees actually charged for Orthodontic
Program provides not only for necessary treat- and maintenance. pay. Services, provided, the amount payable to a
meat but also for regular checkups and pre- dentist who is not a participating dentist shall
ventive care. lt'e recommend that you retain this Unmarried children over 19 years of age may Most dentists in California are familiar with the not exceed 50% of the amounts for the corrcs-
brochure for easy reference covering your continue to be eligible as dependents if they are CDS Dental Care Programs and have the neces- poriding services set forth in the Orthodontic
Dental Care Program. incapable of self-support because of physical or sary CDS Treatment Planning Forms in their 'Table of Allowances.
mental incapacity that commenced prior to offices. If your dentist does not have the CDS
reaching age 19, provided a physician's certifi- forms or has any questions, he may contact: The maximum amount payable by CDS for
cate is submitted within six months following CALIFORNIA DENTAL SERVICE Orthodontic Services rendered to an eligible
their 19th birthdays or the effective date of the P.O. Box 7736 patient is $500.00 per patient.
Program. San Francisco, California 94120 SCHEDULE OF SERVICES
Dependents in military service are not eligible Before treatment is started, be sure you discuss
for benefits. with your dentist the total amount of his fee 1. BASIC BENEFITS
and the portion you will be required to pay.
No one may be a dependent if eligible its an Diagnostic c — procedures to assist the dentist
This brochure contains a general description of employee and no one may be a dependent of There is no form for you to complete. The in evaluating the existing conditions to de-
your Dental Care Program for your use as a more than one eligible employee. Treatment Planning Form your dentist submits tcrminc the required dental treatment.
convenient reference. However, all benefits are is all that is necessary. Simply sign the form to
governed by the provisions of the Santa Clara An employee who is granted it Leave of Absence indicate that you are in agreement with the Preventive
County's Agreement with California Dental because of illness, will have coverage continued treatment your dentist has decided upon. The Prophylaxis once every six months
Service, a copy of which is available at your for himself and his eligible family members for a standard CDS Treatment Planning Form must be Topical application of fluoride solutions
Personnel office. maximum of 13 pay periods. submitted by your dentist. Space maintainers
Oral Surgery — procedures for extractions (b) CDS will not maK, any payment for SERVICES NOT C6 . .:,RED
and other oral surgery including pre- and repair or replacement of an Orthodontic
post-operative care. appliance furnished under this Program. Services for injuries or conditions which are
compensable under Workmen's Compensation or
General Anesthesia — when administered for (c) CDS's obligation to make monthly or Employer's Liability Laws; services which are
a covered oral surgery procedure performed other periodic payments for Ortho- provided the eligible patient by any Federal or
dontics shall terminate on the tcrmina- State Government Agency or are provided with- S.4*V
by a dentist. Of
tion date of this Dental Care Program. out cost to the eligible patient by any munici-
Restorative — provides amalgam, synthetic pality, county or other political subdivision, ex-
porcelain and plastic restorations for treat- cept as provided in Section 12532.5 of the A. 0
merit of carious lesions. Gold restorations, LIMITATIONS — The benefits as outlined are California Government Code. z
crowns and jackets will be provided when subject to the following limitations: Services with respect to congenital or develop- 0
teeth cannot be restored with the above >
material. (it) X-rays. Complete mouth x-rays are provided mental malformations or cosmetic surgery or 0
only once in a three (3) year period, unless dentistry for purely cosmetic reasons; including
Endodontic — procedures for pulpal therapy special need is shown. Supplementary bite- but not limited to: cleft palate, maxillary and
and root canal filling (treatment of non-vital wing x-rays arc provided upon request but mandibular malformations, enamel hypoplasia,
teeth). not more than once every six (6) months. fluorosis, and anodontia.
Periodontic — procedures for treatment of (b) Prosthodontics. Replacement will be made Prosthodontic Services or Devices (including 0
of an existing prosthodontic appliance only
the tissues supporting the teeth. if it is unsatisfactory and cannot be made crowns, and bridges) or any single procedure
satisfactory. Prosthodontic appliances (in- started prior to the date the patient became
r
11. PROSTI-IODONTIC BENEFITS eluding partial and complete dentures, eligible for such services under this Agreement.
Procedures for construction of bridges, crowns, and bridges) will be replaced only Prescribed drugs.
after five (5) years have elapsed following DENTAL CARE PROGRAM
partial and complete dentures. any prior provision of such appliances under
111. ORTHODONTIC BENEFITS any CDS program. DUAL COVERAGE CDS Group No. 1766
Orthodontics are defined as the necessary (c) Optional. In all cases in which the patient
procedures of treatment by a licensed selects a more expensive plan of treatment If a patient is eligible for dental coverage under
dentist for correction of malposed teeth of than is customarily provided, CDS will pay two or more CDS Dental Care Programs and
the applicable percentage of the lesser fee. more than one of said programs provides
an eligible dependent child up to age 17, The patient is responsible for the remainder coverage for a particular service,, CDS will pay
limited to payment of monthly or other of the dentist's fee. the maximum allowable under whichever pro-
periodic charges through completion of gram provides the greatest benefits and will pro-
treatment or to age 19, whichever occurs rate the cost thereof equally between the
first. CO-ORDINATION OF BENEFITS applicable programs, provided that no program
The following exclusions shall apply to In order to avoid duplication of payment for shall be charged with a greater amount than the
Orthodontics: the same services, the benefits of the Dental amount for which it would be liable if such dual
Program are co-ordinated with other plans which Coverage did not exist.
(a) The obligation of CDS to make monthly are not purchased by the employee and which
or other periodic payments for an Ortho- provide dental benefits. Generally, if you are
dontic treatment plan will cease upon covered by more than one plan, your expenses Provided by:
termination of treatment for any reason will be shared between the plans, up to the full
prior to completion of the case. amount of the actual cost. 15M B-72 CALIFORNIA DENTAL SERVICE
Z GLARq m
IL W
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Z Q � tj Qv o
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county of santa clara
of SAN.,
TO: ALL NEW EMPLOYEES
New employees should be aware that the County does not participate
in the State disability insurance program. Your only protection is in
the form of accumulated sick leave in the event of a lengthy illness.
We feel that our current sick leave program,coupled with the
availability of this Long-Tenn Disability program, on a low cost
group basis, should fulfill your needs for continued salary in the event
of an accident or sickness. We, therefore, urge you to give this plan
your most serious consideration and take advantage of the
protection which it offers.
The provisions of this long-term disability plan are outlined in detail
in this booklet. We strongly advise that you read this booklet.
Santa Clara County
Personnel Dept.
Introducing An Opportunity to
PROTECT YOUR MOST VITAL ASSET
YOUR ABILITY TO EARN
This program of long term income protection affords you an opportunity to
guarantee your family a stable income should you suffer a long term disability
resulting from an accident or an illness.
The possible loss of a horne, the reversal of plans for education and leisure,
perhaps most of all the loss of dignity for ourselves and opportunity for our
children—these strike at the very structure of the family. The prospect of any
family being deprived of its income due to the inability of the breadwinner
to work because of injury or sickness is grim indeed.
It is the purpose of this program to protect you, the income earner, against
financial disaster should you become disabled and unable to earn a living
because of accident or illness.
Seldom do we realize exactly how much would be lost in total
income should we suffer a long term disability. Here are typical
examples of what your lost income would amount to in dollars
and cents if you were disabled. . . . . . . . . . . . . . . . . . . . . . .
Example 1: If you were disabled by a sickness for 2 years,
and you earn $650.00 a month ($7,800 a year),
you would lose. . . . . . . . . . . . . . . . . . . . . . . . . . . . $15,600.00
Example 11: If you were disabled by an accident for 4 years,
and you earn $500.00 a month ($6,000 a year),
this loss would amount to. . . . . . . . . . . . . . . . . $24,000.00
These are examples taken at random. The best example is your
own. Why not work out what your total loss would be if you
were disabled?
Five Years of Disability
Present Yearly Salary X Due to an Accident = Total Income Lost
WHO IS ELIGIBLE?
All full-time, salaried employees between the ages of 18 and 68.
BENEFITS
If you are disabled and unable to work because of an accident or illness, you
will receive:
661'% of your monthly salary*, to a maximum payment of $650.00 per month
(Less any benefits paid or payable under the disability or retirement pro-
visions of the Social Security Act, including any payments for eligible de-
pendents, any Workman's Compensation, Occupational Disease Act or Law,
State Compulsory Disability Law, disability or retirement provisions of the
County retirement plan and any disability, retirement or other income bene-
fits provided by or through the employer. There is no integration with the
sick leave plan.)
Payments commence at the end of the first month following a 60 day elimi-
nation period and continue for five years or to age 69, whichever first occurs,
if disability results from an accident, and two years or to age 69, whichever
first occurs, if disability results from sickness.
COST
The monthly cost of this plan to you will be .0122 of your monthly salary.
Examples of Benefit and Monthly Cost
If Your Your Your
Monthly Monthly Bi-Weekly
Salary Is Benefit Will Be Contribution Will Be
$500.00 $334.00 $2.82
600.00 400.00 3.38
700.00 467.00 3.94
800.00 534.00 4.50
900.00 600.00 5.07
975.00 650.00 5.49
The maximum insured salary in the plan is $975.00 monthly; the rate will
not be applied against any salary in excess of $975.00 per month.
*The term "salary" shall mean the monthly wage or salary (exclusive of
bonuses, commissions and overtime earnings) the insured employee re-
ceived from the employer immediately prior to the date of the accident or
commencement of disability from sickness.
WHAT IS DISABILITY?
When, as the result of injury and commencing within 30 days of the acci-
dent, or due to sickness, you are totally disabled and unable to perform each
and every duty of your occupation and are under the care of a qualified
physician, you will receive your monthly benefit, commencing after the
elimination period, for up to 24 months. If after this period and as a result
of injury, you are still under the doctor's care and unable to perform the
duties of any occupation for which you are reasonably qualified by virtue of
5
training, education or experience, you will continue to receive benefits so
long as you remain totally disabled up to another 36 months.
AIR TRAVEL COVERAGE
The plan includes coverage while riding as a passenger (not as a pilot or
crew member) in any aircraft having a current and valid (Standard) Air-
worthiness Certificate issued by the Civil Aeronautics Administration of the
U.S. or its n foreig equivalent.
uivalent.
The air travel coverage does not include loss caused by or resulting from
(A) participation in any aviation speed contest or (I3) injuries sustained in
consequence of riding in any rotocraft or jet propelled aircraft other than an
aircraft operated by a scheduled airlines licensed for the transportation of
passengers.
EXCLUSIONS
The only exclusions in this broad program are defined as losses caused by
or resulting from declared or undeclared war, or any act thereof, service in
the armed forces, suicide or any attempt thereat while sane or self destruc-
tion or any attempt thereat while insane, pregnancy, childbirth or miscar-
riage, or which results from flying except as a passenger in an aircraft as
`, stated above.
RECURRENT DISABILITY
If benefits have become payable for a disability and the disability recess
while coverage is in force as the result of the same or related cause or causes,
it shall be deemed a continuation of the prior period of disability unless an
intervening period of six months has elapsed, in which event the subsequent
period shall be deemed the result of a new sickness and subject to a new
Elimination Period and Maximum Period Payable---Sickness.
INDIVIDUAL TERMINATION
Once enrolled, your coverage cannot be terminated so long as you remain
an eligible member of the group, remain within the eligible age limit of 68,
pay the premium, and the plan remains in force.
INDIVIDUAL EFFECTIVE DATE
Insurance for employees enrolling prior to the date they become eligible
shall take effect on the first day of the pay period next following the date
they become eligible.
Insurance of employees enrolling within 30 days after they become eligible
will take effect on the first day of the pay period next following the date of
such enrollment.
Insurance for employees enrolling after 30 days from the date they become
eligible will take effect on the first day of the pay period next following the
date of written approval by the insurance company. Employees not enrolling
within 30 days after they become eligible may be required to submit evi-
dence of insurability before coverage will become effective.
If an employee is absent from active work, on account of injury or sickness,
when his insurance would otherwise take effect, it shall take effect on the
date he returns to active work.
i
HOW DO I ENROLL?
Follow these 2 simple steps:
I—Complete the front side of the enclosed enrollment-payroll deduc-
tion authorization card.
11—Return it to your Personnel Clerk as soon as possible, but in no
event later than thirty days after the date you become eligible.
Outstanding Features
SANTA CLARA COUNTY PROGRAM
Tax Aspects of the Program
The current general interpretation by the IRS indicates your benefits tinder
this program are Federal Income Tax free.
Pre-Existing Sickness Conditions
Any loss of time commencing after the policy takes effect is fully covered
even though a sickness condition causing the loss existed prior to the effective
date of your coverage.
No House or Hospital Confinement
House or hospital confinement is never required in order to collect full
benefits.
No Individual Underwriting
You do not apply for this coverage; you simply enroll in the program. No
health questions are asked if you enroll within 30 days after becoming
eligible.
Guaranteed Issue
As long as you meet the eligibility and enrollment requirements, you cannot
be refused this protection.
Guaranteed Accident and Sickness Coverage
Even though accident and sickness benefits in this program ten-ninate at age
69, benefits will be paid up to 12 months if the disability occurs after the
68th birthday and before age 69.
Payroll Deduction
After you enroll, premium will automatically be deducted from your salary.
PROCEDURES AND INSTRUCTIONS
RELATING TO FILING A
DISABILITY CLAIM
If you should become disabled, to make certain that your claim is handled
in the quickest and best way possible, there are steps which must be taken
at the beginning of the claim and as the claim continues:
1. It is your responsibility to contact the administrators office (as shown
below) when first disabled so that they can file the Initial Report for
Salary Continuance with the insurance company.
2. The insurance company will then send you a medical form which must
be completed by yourself and then by your attending physician. You will
be responsible for having your doctor complete his portion of the claim
forms, so be certain that he receives the forms promptly from you
together with your request for speedy action.
3. Unless you are notified to the contrary, this form to be partially com-
pleted by you and partially by your doctor, will be necessary each month
of your disability. In the event your claim check is delayed, it may well
be that your doctor has not filled out and sent in to the insurance com-
pany his portion of the claim form.
4. Please be certain that all requested forms are filled out promptly and
completely and returned to the insurance company Claims Department
by the requested date to avoid any unnecessary delays in your payments.
To file your initial disability claim and for any questions you may have
thereafter regarding your claim please call the administrators office:
Stephen Chelbay Company
1112 So. Bascom Avenue
P.O. Box 5057
San Jose, California 95150
Telephone: 297-1800—Extension 38
Elaine Rutkowski-Controlling Desk
Our Program is Administered By
STEPHEN CHELBAY COMPANY
1112 South Bascom, San Jose, California
Underwritten By
CONTINENTAL CASUALTY COMPANY
General Office: Chicago, Illinois
San Francisco Branch Office
433 California Street
San Francisco, California
Claims Office
2975 Wilshire Boulevard
Los Angeles, California
On Form Numbers
SRP 13038 YA (Mo.), SRZ 13042 (Mo.), SC 3-3 (Mo.),
SC 5 (Mo.), SC 10, SC 12-A, SC 18, SC 27.
Rev. 10/72
i
R E T I R E M E N T
and
i
RELATED BENEFITS
fi d�Y P'i y fX,�'�'S'"'��s' ��� �����3;�4�`fi', .�,Z1✓;a�fs�';.«£ �r ut�?�y �a v r l' S°s�':C
FOR
i
MISCELLANEOUS MEMBERS
i
1/50th at age 60 formula
January, 1973
i
Public
Employees'
Retirement
System
E
j PERS-DO-ADM-2 (1/73)
I
1
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BOARD OF ADMINISTRATION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Stanley B. Fowler,President
Melvin W. Mal Aust William J. Hammon
d
Robert F.Carlson Verne Orr
*W.James Dawson, D.D.S Samuel R.Trozzo
Jesse E. Goodwin * Neville W.Turner M.D.
Bartlett T.Grimes Frank M. Woods
'Health Benefits Member
I I
William E. Payne
Executive Officer
Edward K.Coombs Carl Blechinger
Assistant Executive Officer Assistant Executive Officer
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HEADQUARTERS
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
1416 9th Street
Sacramento,California 95814
Mailing Address
P.O. Box 1953
Sacramento,California 95809
LOS ANGELES AREA OFFICE SAN FRANCISCO AREA OFFICE
Room 204-B,State Building Room 3033,State Building
217 West First Street 350 McAllister Street
Las Angeles, California 90012 San Francisco,California 94102
Telephone 620-4430 Telephone 557-0582
2
INTRODUCTION
Employees of the State of California have enjoyed a system of retire-
ment, disability, and death benefits since 1931. In 1939 the System was
extended to public agencies in California on a contractual basis. Each
year the legislature makes many changes in the laws pertaining to the
System. One of the most important changes was enacted in 1971, when
the long-standing "1/60th formula" for miscellaneous employees was
changed to a "1/S 0th" (or 2%) formula.
This booklet is intended to provide a general discussion of the benefits
available as of January 1, 1973. Since the explanation must be general,
i this booklet is informative only.
The statements in this booklet are general and simplified as
much as possible, consistent with accuracy. The law is both
i
specific and detailed. Regardless of any inferences any reader
may draw, the law must be obeyed. If there is any conflict, the
law takes precedence.
All numerical values have also been generalized and, where possible,
simplified so as to enable the typical employee to make a close estimate
of the factors that affect him. However, only a review of your record
can determine the exact facts in any individual case.
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3
CONTRIBUTIONS
(How Much Does It Cost?)
PERS is a funded system;in other words, the money
MEMBERSHIP is on deposit to meet obligations when they come due.
PERS members fall into two classes—"miscellaneous The funds derive from three sources—your contri-
members" and "safety members." A safety member, butions, employer contributions, and earnings from
very generally, is an employee engaged in the main- investments.
tenance of law, fire suppression, or activities in which The money you contribute is yours. It is earmarked
disorder may be an important factor. All other mem- in an individual account that draws interest at a rate
bers, the majority, are "miscellaneous members," for established periodically by the PERS Board of Ad-
whom this booklet is primarily intended. ministration. If you leave before retirement age and
Virtually all employees become members of PERS do not take a job with an agency that is covered by
when they are hired (In official language an employee the PERS system, you can have your money refunded,
is "appointed" to his job). Most of the exceptions are with interest. The contributions of your employer,
those who work less than half time. There are excep- however, will not be refunded.
tions, however, even to the exceptions. Under many Your contribution will be 7% of your gross pay.
conditions, membership in the System continues even If you are covered by Social Security the 7% will
though employment is not continuous or with the apply to only a part of your pay. The law states that
same employer. only Y3 of the normal contribution rate will apply to
If there is any doubt, ask your supervisor or ap- the first $400 of your monthly pay. Since Y3 of $400
pointing official. is $266.67, the net effect is the same as if your gross
In addition to becoming a member of PERS on the pay, minus $133.33 was multiplied by 7%.
date of your appointment, you will probably be Refund of Contributions
covered under the Federal Social Security System. If
you are not certain, ask your employer. If you leave State or other covered agency service
Excepting for a minor adjustment to your retire- before reaching retirement age, either to take a job
nient benefits, described later in this booklet, the two with an employer who is not covered by the System
systems are independent. PERS is an entity of the or to remain at home, your contributions may be
State of California. Social Security (more accurately refunded with earned interest. If you have a total of
known by, its initials OASDHI) is an instrumentality five years of credited service with one or more em-
of the federal government. In accordance with the ployers covered by PERS you have the right to leave
master agreement between the State of California and your contributions on deposit in return for a retire-
the Federal government, Social Security taxes will be merit allowance when you reach retirement age.
deducted from your pay check along with your con- If you have worked for less than five years, your
tributions to PERS. contributions, with earned interest, must be refunded
The benefits of the two systems, however, are calcu- to you in a lump sum.
lated independently. PERS does not calculate Social Interest is paid to the last day of the preceding fiscal
there-
Security benefits nor does Social Security calculate the year. Contributions withdrawn as of July I will,benefits provided by the State of California. fore, receive all accumulated interest. Those with-
While a member of PERS you will receive a yearly drawn as of June 29 would, in effect, lose a year's
statement of retirement contributions, interest earned, interest. As of July 1, 1972 the interest rate credited
and years of service credited to your account. Once to employee accounts was 5.001,.
again, we stress that this accounting does not include Social Security taxes are retained by the Federal
information pertinent to your Social Security account. government. For a full explanation of Social Security
Such information can be obtained only through appli- benefits, a Federal Social Security Office should be
cation to the Social Security Administration. contacted.
4
RETIREMEAENEFITS If Your Bite is in You Must Retire on
The retirement benefit structure administered by Oct 1906--------------------------------------------Nov 1973
Nov 1906--------------------------------------------Dec 1973
PERS is very simple, but the exceptions, modifications, Dec 1906...-------------------------------------------Jan 1974
i
and options to the basic formula can be complex. Re- and so on . . .
member, therefore, that this pamphlet can be used for The basic formula of "1/50th at age 60" makes for
estimating your retirement benefits, but only an analy- easy estimation of retirement benefits. Since 1/50th is
sis of your records by a qualified Retirement Officer 2%, multiplication of the number of years of credited
can establish the exact amount of your benefits. service times 2% times monthly pay gives the amount
The "normal" retirement age is 60. Minimum retire- you will receive as an unmodified allowance if you
ment age is 55. Recent legislation revoked the former retire at age 60.
mandatory retirement age and substituted a step pro- The monthly pay used in this calculation will be
cedure, which lowers the mandatory retirement age at the average pay earnable during the last 3 years of
certain dates. At the time this booklet went to press, service, unless the member notifies the System of a
the mandatory retirement age was 68. On October 1, consecutive three year period during which his pay
1973, this will drop to age 67, where it will remain. was higher. This figure is referred to as "final compen-
Eligibility for retirement before the compulsory re- sation."
tirement age is reached, requires at least five years of The retirant at age 60 who has 10 years of credited
service credit. service will have an unmodified allowance of 20% of
Retirement at the mandatory age must take effect his final compensation. For 20 years he will have 40%;
on the first of the month following the date at which for thirty years he will have 60%.
a member reaches such age. The tabulation below At ages other than 60, there are reductions and aug-
shows the relationship between your birthday and mentations. If you retire before age 60 your unmodi-
when you will reach the mandatory retirement age. fied allowance will be reduced; if you retire after age
60 it will be augmented. The augmentation increases
1 Your Birthdate is in You Must Retire on
f with each year of age up to age 63. After that age the
Dec 1904---------------------------------------------Jan 1973 augmentation factor remains constant.
Jan 1905------------------------------------------Feb 1973
Feb 1905 ___________________ __________-Mar 1973 The percentages of final compensation payable as an
Mar 1905--------------------------------------------Apr 1973 unmodified allowance at selected ages and number of
Apr 1905--------------------------------------------May 1973 years of service are shown in Tables 1 and 2. Note
May 1905----__---------------------------------------Jun 1973 that the percentages differ slightly for males and fe-
Jun 1905----------------------------------------------Jul 1973
Jul 1905__________________._ ___________________Aug 1973 males; use the appropriate table in finding the value
Aug 1905---------------------------------------------Sep 1973 that applies to you. (See Table 3 for the effect of
Sep 1905 through Sep 1906----------Oct 1973 Social Security modification.)
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TABLE 1 I
ESTIMATED SERVICE RETIREMENT ALLOWANCE AS
A PERCENTAGE OF FINAL COMPENSATION
2% AT 60 FORMULA BENEFITS
MALE MEMBERS
Age at Retirement
Years' 63&
Service 55 56 57 58 � 60 61 s Older
For each year ___ 1.412% 1.510% 1.616% 1.734% 2.000% 2.134% 2.418%
10---______-_ ______ 14.1 15.1 16.2 17.3 20.0 21.3 1 24.2
11 15.5 16.6 17.8 19.1 22.0 23.5 a t` 26.6
113 2 - ---- 18.4 19.6 21.0 22.5 �� 26.0 27.7 r ' 311.4
14 - -- 19.8 21.1 22.6 24.3 28.0 29 9 ;� �� � 33.9
15------------------------ 21.2 22.7 24.2 26.0 30.0 32.0 36.3
16----------- ----------- 22.6 24.2 25.9 27.7 32.0 34.1 38.7
17------- --------------- 24.0 25.7 27.5 29.5 34.0 36.3 � ys 41.1
18------------------------ 25.4 27.2 29.1 31.2 36.0 38.4 "`
Sys � 43.5
20_________ _________ 28.2 30.2 32.3 34.77 40.0 40 7 �lz 48.4 I,
21 _ 29.7 31.7 33.9 36.4 �Y 42.0 44.8 50.8
22 -- 31.1 33.2 35.6 38.1 44.0 469 53.2
23------------------------ 32.5 34.7 37.2 39 9 46 0 491,- 55.6 58.0
1
25------------------------ 35.3 37.8 40.4 43.4 46.6 50.0 53.4 56.8 60.5
26------------------------ 36.7 39.3 42.0 45.1 48.4 52.0 55.5 59.1 62.9
27------------------------ 38.1 40.8 43.6 46.8 50.3 54.0 57.6 613 65.3
28-------_------_------- 39.5 42.3 45.2 48.6 52.1 56.0 59.8 63.6 67.7
29------------------------ 40.9 43.8 46.9 50.3 54.0 58.0 61.9 65.9 70.1
30------------------------ 42.4 45.3 48.5 52.0 55.9 60.0 64.0 68.2 72.5
31---__- --------------- 43.8 46.8 50.1 53.8 57.7 62.0 66.2 70.4 75.0
32-------------------__ 45.2 48.3 51.7 55.5 59.6 64.0 68.3 72.7 77.4
33-----------_----------- 46.6 49.8 53.3 57.2 61.4 66.0 70.4 75.0 79.8
34--------------- 48.0 51.3 54.9 59.0 63.3 68.0 72.6 77.2 82.2
35---------------_------- 49.4 52.9 56.6 60.7 65.2 70.0 74.7 79.5 84.6
Highest average monthly compensation earnable by a member during any period of three consecutive years during his member-
ship in the System.
Examples-Male Employee Your Case
1. Age at retirement.-------------------------------------------------------------------- 59 62
2. Total service to retirement---------------------_- --------------------------------- 24 yrs. 24 yrs. yrs.
3. Final compensation-------------------------------------------------------- --- $600.00 $800.00 $
4. 2% at 60 benefit as percent of compensation----_ _.-.-_- 44.7% 54.5% %
5. Amount of 2% at 60 benefit (line 3 times line 4)------------------- $268.20 $436.00 $
6
THE NUMBER "90,000" OUTLINE OF BENEFITS 2) declared or undeclared war or any act thereof;
The number "90,000" doesn't mean much by When injury results in any of the following losses 3) service in the Armed Forces of any country;
itself - but if you were to be "I" of the 90,000 to an Insured Person within 365 days of the date 4) suicide or any attempt thereat by the Insured
people killed next year in an accident, it would of accident the Company will pay in one sum Person while sane or self-destruction or any
be a different story. the following indicated percentage of the Principal attempt thereat by the Insured Person while
Sum for: insane.
An accidental death is especially tragic because it Loss of Lie I 00�ro
comes suddenly - leaving loved ones unprepared - Loss of Both Hands or Both Feet I 0ox WHEN IS COVERAGE EFFECTIVE?
quite possibly short of money - at a time of great Loss oJ'Entire Sight n/'Both Eyes 100,-, Coverage is effective as of the first day of the pay
distress. Right now would your family be provided Loss ol'One Hand or One Foot 50,-, period following receipt of your application by the
for in the event of your accidental death? Loss oI_Entire Sag&ol'tine Eye .50J Personnel Department.
We introduce a plan of accidental death and dis- Indemnity provided under this indemnity provision
memberment coverage that will guarantee protection will pay for the greatest loss sustained by any one CAN MY INSURANCE BE TERMINATED?
o for your family's future. Ease your mind of worries Insured Person as the result of any one accident.
The Company will not pay for more than one loss Your insurance cannot be terminated by the
such as these. Read over the economical plan under any circumstances. insurance company as long as:
explained in the following pages. I) the Master Policy remains in force;
"Loss" as above used with reference to hand or
2) the premium is paid;
This plan provides coverage 24 hours a day - 365 foot means complete severance through or abovehours
3) you remain associated with the County of
days a year and covers loss resulting from accident the wrist or ankle joint, as used with reference Santa Clara in a capacity making you eligible
on or vf.1'Mclob- anywhere in the world. to eye means the irrecoverable loss of the entire for this insurance;
sight thereof. 4) you remain within the eligible age limits.
WHAT ARE THE EXCLUSIONS?
INSURANCE CERTIFICATE
WHO IS ELIGIBLE? This policy includes riding as a passenger (not as While this booklet describes the features of this
All present, active, salaried employees holding a pilot or crew member) in any aircraft being
regular coded positions (V2 time or more)between used for the transportation of passengers. Coverage accidental death and dismemberment plan in general
the ages of 18 and 69 inclusive. is also available to any employee riding as a terms, is is not to be considered the contract of
passenger while on the business of the County insurance.
in a chartered aircraft, provided prior to flight Formal insurance certificates describing the benefits
time this trip is reported to and coverage verified and conditions of this plan will be issued to each
by Santa Clara County. The policy does not cover: employee after enrollment.
1) injury sustained while riding as a passenger
or otherwise in an aircraft owned, operated
or leased by or on behalf of Santa Clara
County;
ACCIDENTAL DEATH
COST AND
Depending on the selection of the plan, and the
desired Principal Sum - your bi-weekly premium DISMEMBERMENT
will vary. PROGRAM
Principal Bi-Weekly
Policy Sum Premium FOR
SRD825036 $ 10,000 $ .29
SRD825037 $ 20,000 $ .58
SRD825038 $ 4o,000 $1.15 of SA
SRD825039 $ 60,000 $1.73
,$ 80000 $2 SRD825040 .30
SRD825041 $100,000 $2.88
Our program is administered by
0 Z
STEPHEN CHELBAY COMPANY
HOW DO I ENROLL? 1112 SO. BASCOM AVENUE 0 14,Fovko NIP,*SAN JOSE, CALIFORNIA 95150
Complete the enclosed enrollment- pay roll deduc-
tion authorization card. No physical examination
is required and no one is excluded regardless EMPLOYEES
of physical condition. OF
Eligible employees not actively at work at the
time of the enrollment period are eligible upon Underwritten by COUNTY
their return to active employment.
Return your completed and signed card to the CONTINENTAL CASUALTY COMPANY OF
Personnel Department. HOME OFFICE, CHICAGO, ILLINOIS SANTA CLARA
Policy Form SRP 19111 Y,
Form SRP 19113 Y, and Form MX-2Y
-- ---------------
SANTFCLARA COUNTY
$5,000.00 underwritten by
West Coast
GROUP LIFE Life Insurance Company
INSURANCE for eligible employees
Paid in full by the County
THE BENEFITS
The Life Insurance is payable in event of your death
from any cause at any time or place while you are
insured.
No medical examination is required for this insurance
if you apply when first eligible.
TOTAL AND PERMANENT DISABILITY
If you become totally and permanently disabled while
insured and before age 60, your Life Insurance will
remain in force as long as you remain so disabled and
the master policy remains in force, provided proofs of
disability are furnished as required.
CONVERSION PRIVILEGE
Upon termination of employment, you may convert
your Group Life Insurance to an individual Life In-
surance policy except term insurance without medical
examination. Application to West Coast Life and pay-
ment of the first premium must be made within thirty-
one days of termination of employment.
$510-40.40 A D & D
The Accidental Death and Dismemberment Insurance
provides benefits for the accidental loss of life, limbs,
and sight, resulting from occupational and nonoccupa-
tional accidents. Losses from suicide, war and disease
and certain other losses specified in the Master Con-
tract are not covered. Losses must occur within ninety
days from the date of the accident.
-----------------
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TABLE 2
ESTIMATED SERVICE RETIREMENT ALLOWANCE AS
A PERCENTAGE OF FINAL COMPENSATION
2% AT 60 FORMULA BENEFITS
FEMALE MEMBERS
Age at Retirement
i Years' 63&
Service 55 56 57 58 60 61 Older
For each year______1.460% 1.552% 1.650% 1.758% 2.000% 2.128% 2.400%
10 14.6 15.5 16.5 17.6 20.0 21.3 24.0
I1------_ ___________ 16.1 17.1 18.2 19.3 �z 22.0 23.4 26.4
12_____ 17.5 18.6 19.8 21.1 24.0 25.5 28.8
13 __._ ______-_. 19.0 20.2 21.5 22.9 26.0 27.7 31.2
� a
14_-----------------____ 20.4 21.7 23.1 24.6 28.0 29.8 33.6
15 ------------------------ 21.9 23.3 24.8 26.4a, 30.0 31.9 36.0
16-------. -----
23.4 24.8 26.4 28.1 32.0 34.0 38.4
-----
17__ 24.8 26.4 28.1 29.9 � 34.0 36.2 40.8
18_____ - 26.3 27.9 29.7 31.6 � � 36.0 38.3 43.2
--
19---------- 27.7 29.5 31.4 33.4 38.0 40.4 45.6
20 29.2 31.0 33.0 35.2 " �1 40.0 42.6 48.0
21___-_ ________ 30.7 32.6 34.7 36.9 42.0 44.7 50.4
22 ------------------ 32.1 34.1 36.3 38.7 44.0 46.8 52.8
2 336 357 380 40.4 3 55.2
57.6
25 __ 36.5 38.8 41.3 44.0 46.9 50.0 53.2 56.6 60.0
26 - 38.0 40.4 42.9 45.7 48.7 52.0 55.3 58.8 62.4
27 ____ 39.4 41.9 44.6 47.5 50.6 54.0 57.5 61.1 64.8
28___-------------------- 40.9 43.5 46.2 49.2 52.5 56.0 59.6 63.3 67.2
29 42.3 45.0 47.9 51.0 54.3 58.0 61.7 65.6 69.6
30 --------------------- 43.8 46.6 49.5 52.7 56.2 60.0 63.8 67.9 72.0
31--------- __---_______ 45.3 48.1 51.2 54.5 58.1 62.0 66.0 70.1 74.4
32----------------------- 46.7 49.7 52.8 56.3 60.0 64.0 68.1 72.4 76.8
33-__-------------------- 48.2 51.2 54.5 58.0 61.8 66.0 70.2 74.6 79.2
34___---_-------------- 49.6 52.8 56.1 59.8 63.7 68.0 72.4 76.9 81.6
35 51.1 54.3 57.8 61.5 65.6 70.0 74.5 79.2 84.0
•Highest average monthly compensation earnable by a member during any period of three consecutive years during her mem-
bership in the System.
Examples-Female Employee Your Case
1. Age at retirement 59 62
2. Total service to retirement_-__________________ _____________________ .____..__ 24 yrs. 24 yrs. yrs.
i 3. Final compensation ...------------------------------------------------ ------------- $600.00 $800.00 $
4. 20% at 60 benefit as percent of compensation__.._ 45.0% 54.3% %
5. Amount of 2% at 60 benefit (line 3 times line 4)___-__-_ -------- $270.00 $434.40 $
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MODIFIED BASIC FORMULA
who ar Most employees v v e PERS members are now
covered under Social Security. The formula for cal-
culating retirement benefits for members under coor-
dinated coverage must, therefore, be modified to take
account of this fact. Under the formula, the full,
C' unmodified allowance, is reduced for the period of
service covered by Social Security.
Table 3 shows the dollar reduction in the unmodi-
fied allowance (which you've just figured from Table
1 or 2) for coordinated coverage with Social Security.
Notice that Table 3 is in terms of dollars, whereas
Tables 1 and 2 are in percentages.
The amount per year is set in bold face type at the
top of each column and multiplied out for selected
years as a convenience.
The table shows products which differ slightly from
those obtained by multiplying the top row numbers
by numbers of years because of rounding off. The
actual calculations are carried out to more than two
decimal places, but the differences between the prod-
ucts shown and their more exact values is very slight.
e
TABLE 3
APPROXIMATE DOLLAR REDUCTION IN UNMODIFIED ALLOWANCE
FOR MEMBERS COORDINATED WITH SOCIAL SECURITY
(based on$400 monthly minimum earning)
MALE AND FEMALE
Age at Retirement
63 &
55 56 57 58 59 60 61 62 Older
Each
. ro $3.22
10 _____--- - ------------ 18.$ 20.13 21.55 3.12 24.8 d 32.24
11______________________________. 20.71 22.15 23.70 25.43 27.31 29.33 31.30 33.32 35.46
12------------------.------------- 22.59 24.16 25.86 27.74 29.79 32.00 34.14 36.35 38.69
13_______________________________ 24.48 26.17 28.01 30.06 32.27 34.67 36.99 39.38 41.91
14--------------------------..---- 26.36 28.19 30.17 32.37 34.76 37.33 39.83 42.41 45.14
j 15 _____________________ 28.24 30.20 32.32 34.68 37.24 40.00 42.68 45.44 48.36
1} 16------------------------------- 30.12 32.21 34.47 36.99 39.72 42.67 45.53 48.47 51.58
17-------------------------------- 32.01 34.23 36.63 39.30 42.21 45.33 48.37 5150 54.81
18-------------------------------- 33.89 36.24 38.78 41.62 44.69 48.00 51.22 54.53 58.03
19------------------ 35.77 38.25 40.94 43.93 47.17 50.67 54.06 57.56 61.26
20 _____________ 37.65 40.27 43.09 46.24 49.65 53.33 56.91 60.59 64.48
21------------_----------------- 39.54 42.28 45.25 48.55 52.14 56.00 59.75 63.62 67.70
22------------------------------- 41.42 44.29 47.40 50.86 54.62 58.67 62.60 66.65 70.93
23_____________________________ 43.30 46.31 49.56 53.18 57.10 61.33 65.44 69.67 74.15
a 24------------------------------ 45.18 48.32 51.71 55.49 59.58 64.00 68.29 72.70 77.38
25-------------------------------- 47.07 50.33 53.87 57.80 62.07 66.67 71.13 75.73 80.60
26------------------------------- 48.95 52.35 56.02 60.11 64.55 69.33 73.98 78.76 83.82
27______________________________ 50.83 54.36 58.18 62.42 67.03 72.00 76.82 81.79 87.05
28-------------------------------- 52.72 56.37 60.33 64.74 69.51 74.67 79.67 84.82 90.27
'I 29-------------------------------- 54.60 58.39 62.49 67.05 72.00 77.33 82.51 87.85 93.50
30------------------------------- 56.48 60.40 64.64 69.36 74.48 80.00 85.36 90.88 96.72
31-------------------------------- 58.36 62.41 66.79 71.67 76.96 82.67 88.21 93.91 99.94
32 60.25 64.43 68.95 73.98 79.45 85.33 91.05 96.94 103.17
33-------------------------._-__- 62.13 66.44 71.10 76.30 81.93 88.00 93.90 99.97 106.39
I 34------------------------------- 64.01 68.45 73.26 78.61 84.41 90.67 96.74 103.00 109.62
35_________ 65.89 70.47 75.41 80.92 86.89 93.33 99.59 106.03 112.84
I
Example: Male employee-Suppose your "final compensation' is $800. You plan to retire at age 62 and will
have 24 years of credited service at that age. Your retirement is coordinated with Social Security and you will
have a total of 11 years service under Social Security by the time you retire.
Example Your Case
1. Age at retirement---------------------------------------.._- ------------------------------------------------- 62
2. Total service at retirement____________________ ------------------------------- 24 years
3. Final compensation-_.----------------------------------------------------------------------------------------- $800 per month
4. Benefit per Table 1 (54.5% X $800)------------------------------------------------------------- $436.00
5. Reduction per Table 3 (11 years of Social Security)___________________________________ -33.32
6. Unmodified monthly allowance------------------------------------------------------------------------ $402.68
1
9
Cost of Living Adjustment tern will continue to h ou only the reduced fife
Provision for an annual "cost of living" adjustment allowance. The plan, in effect, provides you with a
to retirement allowances was incorporated into the higher income than you would otherwise have re-
retirement law in 1968. ceived at the time of retirement before age 62, thus
On April 1st of each year, each account is adjusted encouraging early retirement for those who could
to reflect the change, if any, in the California Con- not otherwise afford to do so.
sumer Price Index. In practice, this is taken as the Table 4,and the example, illustrate this plan.
average of the Los Angeles-Long Beach and San Fran-
cisco-Oakland area cost of living indices, published TABLE 4
by the Bureau of Labor Statistics of the United States
Department of Labor. The adjustment is subject to the TEMPORARY ANNUITY TO AGE 62 OR 65
following limitations: Reduction in Monthly Life Income From the
1. No adjustment will be made in years for which Retirement System for Each $10.00 of the
the adjustment to the member's base allowance Temporary Monthly Annuity Payments
would be less than 1%. "Base allowance" is the Temporary Annuity to:
member's monthly allowance minus accumulated Age 62 Age 65
cost of living increases already granted. Male Female Male Female
2. Allowances may not be reduced below the base
allowance. 55----------------- -,-- $4.81 $4.11 $6.40 $5.47
56---------- ------------- 4.30 3.67 6.01 5.12
3. Increases will commence in the second calendar 57----- ----------------- 3.75 3.18 5.58 4.73
year following the year of retirement and may 58 ------- ----- --- -- 3.14 2.65 5.11 4.31
not exceed 2% per year, compounded from the
1 59-------_---------- - 2.47 2.07 4.58 3.85 r
base year. The "base year" is the year of retire- 60 ----------- - ---- - 1.72 1.44 4.00 3.35
ment. 61------------------------ 0.90 0.75 3.36 2.80
4. The increase applies to nearly all members and Applies only to members whose employment was covered
beneficiaries receiving a monthly allowance from tinder Social Security.
the Svstem. The temporary annuity is not available if the member on the
date of retirement is entitled to receive Social Security
It DOES NOT apply to benefits payable under Program benefits.
the 1959 Survivor Allowance or to the basic Example: A male employee who is covered under
death benefit. Social Security retires at age 60 with an unmodified
The member does not have to apply for these in- life allowance of $250 from the Retirement System.
creases. They are calculated and granted automatically, He is "fully insured" under Social Security and his
and appear when applicable, in the N4ay 1st allow- estimated primary Social Security benefit will provide
ance payment. an additional monthly income of $100.00 if he waits
until 65 to begin receiving it. He elects to take the
Temporary Annuity Payment temporary annuity payments to age 65. At age 60, his
Should you elect to retire before Social Security monthly life income will be reduced by $4.00 for each
payments can begin, you may elect to take a tem- $10.00 of temporary annuity payments to age 65. His
porary annuity payment. Under this plan, your allow- $250 allowance will be reduced by a total of $40.00
ance will be converted into a reduced life allowance, ($4.00 times 10) to $210.00. The Retirement System
which is somewhat less than the unmodified allow- would then pay a total of $310.00 ($210.00 plus $100)
ance. To this life allowance, will be added the csti- until he reaches age 65, at which time his System
mated monthly sum you will receive from Social Se- allowance would be reduced to $210.00 for the re-
curity when you reach age 62 or 65. At that age, when mainder of his life. He can then, however, begin re-
Social Security payments begin, the Retirement Sys- ceiving his Social Security benefit.
10
OP...MS Option
The unmodified allowance ceases at the death of the A member, at retirement, may elect, with the ap-
retired member. Four options, the chief purpose of proval of the Board of Administration, to receive such
which is to protect survivors, are available. The first other joint life benefits as are the actuarial equivalent
three are exercised by a great many, the fourth being of his retirement allowance. This option is exercised
used only in special cases. Each option reduces the very seldom. It is provided for those few special cases
amount of the unmodified allowance, in return for not satisfied by any of the three standard options.
benefits after the retired member's death.
TABLE 5
Option No. 1: OPTION NO. I SERVICE RETIREMENT
Option No. I guarantees that the retired member's Reduction in Unmodified Allowance for Each $1,000
contributions and interest will be returned to his ben- of Employee's Accumulated Contributions
eficiary, if the retired member dies before they are
disbursed. Since a portion of the monthly allowance is Age at
purchased by employer contributions, the member's Retirement Male Female
account diminishes by considerably less than the 55 - -- ----------- --------------------- --- $0.53 $0.20
monthly benefit paid him. The remainder of the mem- 56 -- ----- ------------- -------------- .57 .22
ber's account, if there is any, will be paid to the sur- 57 -- ------ .61 .24
vivor either in a lump sum or monthly payments. 58 .65 .27
In return for this "insurance", there is a slight reduc- 59 -- ------ --- ----------- .70 .29
tion in monthly benefits. Table 5 shows the amount of 60 - ------- -- -------- --- ------- .75 .32
reduction (the premium) for this option at various 61 -------- --- .80 .35
ages at retirement. The example will show you how 62 .86 .39
to figure your premium. 63 .93 .42
64 ---- --------- 1.00 .46
Option No.2: 65 -------- 1.08 .51
This option provides for a reduced income during 66 ----- -- ----- -- -- ----- 1.16 .56
the life of the retired member, with the same amount 67 -------- 1.26 .61
continuing for the life of the beneficiary named at 68 - ---- -- 1.37 .68
the time of retirement. For a table of reductions, see
Table 6. Example:
Male Your
Option No.3: Employee Case
This option provides for a reduced income during 1. Age at retirement 62
II the life of the retired member, with the beneficiary 2. 2% unmodified allowance
named at the time of retirement receiving one-half the (from Table 1) $436.00 $
amount of the annuitant's allowance after the death 3. Estimated contributions at
of the retired member. Because the survivor will re- retirement $4,000.00 $
ceive a smaller allowance, the allowance paid to the 4. Option I reduction factor- -------- $.86 $
retired member during his life is larger than under 5. Reduction - , - $.86X4- $3.44 $
Option No. 2. Table 7 shows the effect of this option. 6. Option 1 monthly allowance____ $432.56 $
TABLE 6
OPTION NO. 2
Percentage of Unmodified Allowance Payable to MALE Member With
Same Amount to Continue to Female Beneficiary
Ae of
Vegrno,e Age of Retiring Male Member
Bene-
ficiary 55 56 57 58 59 60 61 63 64 65 66 67 68
46 74.3% 73.0% 71.7% 70.3% 69.0% 67.5% 66.1% 63.1% 61.5% 59.9'//0 58.2% 56.5% 54.8%
47 74.8 73.5 72.2 70.9 69.5 68.1 66.6 62.0 60.4 58.7 57.0 55.3 53.5
48 75.3 74.1 72.7 71.4 70.0 68.6 67.1 62.5 60.9 59.2 57.5 55.8 54.0
49 75.9 74.6 73.3 72.0 70.6 69.2 67.7 63.1 61.5 59.8 58.1 56.3 54.6
50 76.4 75.2 73.9 72.5 71.2 69.7 68.3 63.7 62.0 60.4 58.6 56.9 55.1
51 77.0 75.8 74.5 73.1 71.8 70.3 68.9 64.3 62.6 60.9 59.2 57.5 55.7
52 77.6 76.4 75.1 73.7 72.4 71.0 69.5 64.9 63.3 61.6 59.8 58.1 56.3
53 78.2 77.0 75.7 74.4 73.0 71.6 70.2 65.6 63.9 62.2 60.5 58.7 56.9
54 78.8 77.6 76.3 75.0 73.7 72.3 70.8 66.2 64.6 62.9 61.1 59.4 57.5
55 79.5 78.3 77.0 75.7 74.4 73.0 71.6 66.9 65.3 63.6 61.9 60.1 58.2
56 80.1 78.9 77.7 76.4 75.1 73.7 72.3 67.7 66.0 64.3 62.6 60.8 58.9
57 80.8 79.6 78.4 77.1 75.8 74.4 73.0 68.4 66.9 65.1 63.3 61.5 59.7
58 81.4 80.3 79.1 77.8 76.5 75.2 73.8 69.2 67.6 65.9 64.1 62.3 60.5
59 82.1 81.0 79.8 78.6 77.3 75.9 74.6 70.0 68.4 66.7 65.0 63.1 61.3
60 82.8 81.7 80.5 79.3 78.0 76.7 75.4 70.9 69.3 67.6 65.8 64.0 62.1 I.
71.7 70.1 68.4 66.7 64.9 63.0
77.0 75.6 72.6 71.0 69.3 67.6 65.8 63.9
63 84.8 83.8 82.7 81.6 80.4 79.2 77.9 76.5 73.5 71.9 70.3 68.5 66.7 64.9
64 85.5 84.5 83.5 82.4 81.2 80.0 78.7 77.4 74.4 72.9 71.2 69.5 67.7 65.9
65 86.2 85.2 84.2 83.2 82.0 80.8 79.6 78.1 75.4 73.8 72.2 70.5 68.7 66.9
66 86.9 86.0 85.0 83.9 82.8 81.7 80.4 79.1 76.3 74.8 73.2 71.5 69.7 67.9
67 87.6 86.7 85.7 84.7 83.6 82.5 81.3 80.1' 77.3 75.8 74.2 72.5 70.8 69.0
68 88.2 87.4 86.4 85.5 84.5 83.4 82.2 81.0 78.3 76.8 75.3 73.6 71.9 70.1
69 88.9 88.1 87.2 86.2 85.3 84.2 83.1 81.9 79.3 77.8 76.3 74.7 73.0 71.2
70 89.5 88.7 87.9 87.0 86.1 85.0 84.0 82.8 80.3 78.9 77.4 75.8 74.1 72.3
Example: Male employee--Suppose you are retiring at age 62 with an unmodified monthly retirement allow-
ance of $436. Your wife, who is your beneficiary, is age 61. You elect to take Option No. 2. A male employee
retiring at age 62 with a female beneficiary, age 61, would receive 74.8% of his unmodified I retirement allow-
ance under this option.
74.8% of $436.00 = $326.13, your Option No. 2 monthly allowance. If you should die before your wife,
this same amount would be paid to her for the rest of her life.
12
TABLE 7
OPTION NO. 3
Percentage of Ummodified Allowance Payable to MALE Member With
One-Haff (%) the, Amount to Continue to Female Beneficiary
Age of
Female Age of Retiring Male Member
Bene-
ficiary
55 56 57 58 59 60 61 63 64 65 66 67 68
46 85.2% 84.4% 83.5% 82.6% 81.6% 80.6% 79.6% 77.3% 76.2% 74.9% 73.6% 72.2% 70.8%
47 85.6 84.7 83.9 82.9 82.0 81.0 80.0 77.7 76.5 75.3 74.0 72.6 71.2
48 85.9 85.1 84.2 83.3 82.4 81.4 80.3 78.1 76.9 75.7 74.4 73.0 71.6
49 86.3 85.5 84.6 83.7 82.8 81.8 80.7 78.5 77.4 76.1 74.8 73.5 72.1
50 86.6 85.8 85.0 84.1 83.1 82.2 81.2 79.0 77.8 76.6 75.3 73.9 72.5
51 87.0 86.2 85.4 84.5 83.6 82.6 81.6 79.4 78.2 77.0 75.7 74.4 73.0
52 87.4 86.6 85.8 84.9 84.0 83.0 82.0 79.9 78.7 77.5 76.2 74.9 73.5
53 87.8 87.0 86.2 85.3 84.4 83.5 82.5 80.3 79.2 78.0 76.7 75.4 74.0
54 88.2 87.4 86.6 85.7 84.9 83.9 82.9 80.8 79.7 78.5 77.2 75.9 74.5
55 88.6 87.8 87.0 86.2 85.3 84.4 83.4 81.3 80.2 79.0 77.8 76.4 75.0
56 89.0 88.2 87.4 86.6 85.8 84.9 83.9 81.8 80.7 79.5 78.3 77.0 75.6
57 89.4 88.6 87.9 87.1 86.2 85.3 84.4 82.4 81.3 80.1 78.9 77.6 76.2
58 89.8 89.1 88.3 87.5 86.7 85.8 84.9 82.9 81.8 80.7 79.4 78.1 76.8
59 90.2 89.5 88.8 88.0 87.2 86.3 85.4 83.5 82.4 81.2 80.0 78.8 77.4
60 90.6 89.9 89.2 88.5 87.7 86.8 85.9 84.0 83.0 81.8 80.6 79.4 78.0
84.6 83.5 82.4 81.3 80.0 78.7
62 91.4 90.8 90.1 89.4 88.7 87.9 87.0 86.1 85.2 84.1 83.1 81.9 80.7 79.4
63 91.8 91.2 90.6 89.9 89.1 88.4 87.5 86.7 85.7 84.7 83.7 82.5 81.3 80.0
64 92.2 91.6 91.0 90.3 89.6 88.9 88.1 87.2 86.3 85.4 84.3 83.2 82.0 80.7
65 92.6 92.0 91.4 90.8 90.1 89.4 88.6 87.8 86.9 86.0 84.9 83.9 82.7 81.5
66 93.0 92.4 91.9 91.3 90.6 89.9 89.2 88.4 87.5 86.6 85.6 84.5 83.4 82.2
67 93.4 92.9 92.3 91.7 91.1 90.4 89.7 88.9 88.1 87.2 86.2 85.2 84.1 82.9
68 93.7 93.3 92.7 92.2 91.6 90.9 90.2 89.5 88.7 87.8 86.9 85.9 84.8 83.6
69 94.1 93.6 93.1 92.6 92.0 91.4 90.8 90.0 89.3 88.4 87.5 86.6 85.5 84.4
70 94.5 94.0 93.6 93.0 92.5 91.9 91.3 90.6 89.9 89.1 88.2 87.2 86.2 85.1
Example: Male employee--Suppose you are retiring at age 62, with an unmodified monthly retirement allow-
ance of $436. Your wife, who is your beneficiary, is age 61. You elect to take Option No. 3. A male employee
retiring at age 62 with a female beneficiary,,age 61, would receive 85.6% of his unmodified retirement allow-
ance under this option.
85.6% of $436 = $373.22, your Option No. 3 monthly allowance. If you should die before your wife,
one-half (Y2) of this amount, or $186.6 1, would be paid to her for the rest of her life.
13
OTHER BENEFITS or more years of service, your widow may elect to
In addition to service retirement benefits, your retire- take the 1957 Survivor's Benefit in lieu of the basic
ment system provides other benefits. Among these are death benefit. The 1957 benefit is payable as a monthly
disability benefits, death benefits, and survivor bene- allowance to the surviving widow (or dependent
fits. widower) or to children until they reach 18. The
Disability Benefits amount of the 1957 benefit is one-half of the unmodi-
If, through injury or illness, you cannot perform fied allowance, computed as if you had retired on the
date of your death.
the duties of your position and if you have five or
more years of credited service you ?nay be eligible 1959 Survivor's Benefit—This benefit is optional for
for a monthly disability allowance. The factors used each employer. Employees working as of the effective
in computing disability allowances are final compen- date of the exercise of the option by the employer
sation and years of service. will be given the choice of being covered under this
Unlike the service retirement, however, there are benefit or not; those hired after that date are covered
provisions in the law for the granting of extra years by the 1959 Survivor's Benefit. The benefit is available
of credited service, minimum allowances, and limita- only to those NOT covered by Social Security. Mem-
tions on the percentage of final compensation that bets covered by Social Security have similar survivor-
may be paid for disability retirements. ship protection through the federal program. Each
In brief, every application for a disability retire- member contributes, by payroll deduction, $2.00 per
ment is handled as an individual case, on its own month for this benefit. Benefits payable under the 1959
merits, in accordance with law. Survivor's Benefits are payable only for death while
in an employment status before retiring. Current bene-
Death Benefits fits are:
Basic death benefit—The law provides for statutory To an eligible surviving widow (or
beneficiaries for the Basic Death Benefit, unless other- dependent widower) until remar-
wise designated. These beneficiaries are in the follow- riage, with two or more eligi-
ing order of priority: ble children, or three eligible
1. Your spouse (wife or husband). children only ------------------------------- ---- $430 monthly
2. Your children (share and share alike). To an eligible surviving widow (or
3. Your parents (share and share alike). dependent widower) with one eli-
4. Your estate. gible child;or two eligible children
If you wish to name different beneficiaries, or list only - --- ------ ------- - --------------------------- $360 monthly
To a surviving widow at age 62 (or
them in a different order of priority, you must fill out dependent widower at age 65), un-
a State Form 241, which your employer has. If you
file such a form, and your personal circumstances til remarriage; or one eligible child
change (through marriage, remarriage, the birth or
only -- -- ------------------- ------------------------ $180 monthly
death of children, divorce, or other personal event) Dependent parents may also be eligible.
you should fill out a new State Form 241. This benefit is payable in addition to the 1957 Sur-
The basic death benefit is payable to the bene- vivor Benefit or the basic death benefit, as the case
ficiary of active members who die before retiring. may be.
The benefit consists of the member's contributions Retired death benefit—At the death of a retired
and interest, plus an employer furnished benefit equal member, a $500 death benefit is paid in a lump sum to
to one months salary for each year of service credited, his statutory or designated beneficiary. The lump sum i
to a maximum of six years of service. payment is in addition to any benefit under any op-
1957 Survivor's Benefit—If, at the time of your tional settlement the member may have selected at
death, you had reached 55 years of age, and had five retirement.
14
Service Credit When you again retire, your allowance will include
Prior to 1961 employees were required to serve six credit for both your earlier service and your service
months before becoming members of the System. You after reinstatement.
I have the right to receive credit for this "pre-member-
ship" service by making the necessary contributions APPLYING FOR BENEFITS
to the System. Other types of service or absences Retirement Allowance
which you may receive credit for are: Submit your Application for Retirement to the
Absence on military service. Public Employees' Retirement System about 90 days
Time during which you were absent from service in advance of your intended retirement. This is done
without salary, because of injury or illness arising on Retirement Form 369 which your employer will
out of and in the course of your employment and have. Remember that normally your retirement cannot
during which time temporary disability payments be effective earlier than the first of the month in
were received. which your application is received by the System. If
Time spent in "public service" includes a wide you leant computations of optional settlements 2 and
variety of situations such as service in a California 3, the name, birth date, and sex of your intended bene-
judicial system, war relocation leave, service in the ficiary must be shown on the application.
University of California prior to October 1, 1961, The System will advise you of the allowance pay-
federal service if the functions of a state position or able and will furnish the necessary forms and instruc-
department were transferred to the Federal Govern- tions for your retirement.
ment during an emergency and later returned to Death Benefit
state control, state relief administration, and others. Notice of the death of an active member is usually
Detailed information may be obtained from PERS sent to the Retirement System by the employer, or of
i Retirement Officers or the headquarters of the a retired member by letter from relatives, friends, or
System. other person concerned.
II Reinstatement After Retirement The Retirement System will send an affidavit to the
After you have retired and are receiving an allow- beneficiary for signature with a request for a certi-
ance from the System, you may not be employed by fied copy of the death certificate. In certain cases,
the State of California the University, or any public birth or marriage certificates may be required to es-
agency under contract with the Public Employees' tablish eligibility for survivor benefits.
Retirement System unless you are first reinstated from Refund(Withdrawal)of Contributions
retirement. There are, however, limited exceptions to As explained on page 4, if you have five or more
this rule. Your employer can advise you regarding years of credited service at the time you separate from
these exceptions. employment, you have the right to elect to leave the
You may return to a contracting public agency (or accumulated contributions on deposit and apply for
State) employment if you have been on a voluntary an allowance when you reach retirement age. If you
service retirement for at least a year. You must first elect to have your contributions refunded, you must
make application to the Retirement System for rein- fill out a form that authorizes the PERS to release
statement from retirement. If you meet health, age, the money and submit the completed document
and other requirements for reinstatement and return through your employer. The proper form is available
to employment, your retirement allowance will cease. at your employer's office.
A84260-801 1-73 200M
Printed in CALIFORNIA OFFICE OF STATE PRINTING
MIDPENINSULA REGIONAL PARK DISTRICT
C L A I M' S
May 23, 1973
# Amount Name Description
ill $ 40.17 Congdon & Crome Office Supplies
112 53. 25 City of Saratoga Copying
113 16 .10 Katherine Duffy Telephone, postage
114 26. 55 Norma Grench Postage, supplies
and copying
115 3. 75 State of California Copy of Open Space
Zoning Handbook
116 180. 40 Lawrence A. Klein Legal Services
MIDPENINSULA REGIONAL PARK DISTRICT May 15, 1973
TO: BOARD OF DIRECTORS
FROM: H. A. Grench, General Manager
Re: Binding of the District by the General Manager
The last paragraph of Section 5549 (as amended) , of the enabling
legislation of the MRPD states
"With the approval of the board, the general
manager may bind the district, without advertising
and without written contract, for the payment for
supplies, labor, or other valuable consideration
furnished to the district, in amounts not exceed-
ing three thousand five hundred dollars ($3,500) .
All purchases shall be reported to the board of
directors at its next regular meeting. "
It is recommehded that the Board of Directors approve a motion
that "the general manager m'ay bind the district, without adver-
tising and without written contract, for the payment for supplies,
labor, or other valuable consideration furnished to the district,
in amounts not exceeding one thousand dollars ($1,000) . " This
amount, which is considerably lower than the maximum amount allowed
by law, can be increased as needed when the District obtains fur-
ther funds. In the interim, this lesser amount seems reasonable
and adequate considering the small cash reserves of the District
at present.