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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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4/9/2024 4:32:45 PM
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Agenda Packet
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Clerk of the Council
Item #
23
Date
5/18/2021
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RFP No. 21-025 <br />EXHIBIT B <br />Impact of COVID-19 <br />Due to the impact of COVID-19 on the economy and capital markets, we anticipated that CalPERS <br />will not meet its investment target of 7.0% for fiscal year 2019-20. In July 2020, CalPERS reported <br />an investment return of 4.7%. Like the prior year, actual investment performance will be <br />reported as a loss when compared to the 7% discount. We will know the exact figures when <br />CalPERS will release the June 30, 2020 actuarial report in late summer 2021. <br />UAL Payment Schedule <br />The City will be required to pay a fixed dollar UAL payment of $56.2 million in FY 21-22, in <br />addition to the annual normal costs of approximately $16.5 million. If the City elects to make the <br />UAL payment in July 2021 (as opposed to evenly spread payments over FY21-22), which reduces <br />the UAL payment to roughly $54.3 million. <br />The City's UAL payment <br />scheduled has two peak <br />$70,000,000 <br />dates: in FY 2027-28 at $72.9 <br />$60,000,000 <br />million and in FY 2030-31 at <br />$so,000.000 <br />$73 million — a 30% increase <br />sao.000,000 <br />when compared to the FY 21- <br />".000"00. <br />22 payment of $56.2 million. <br />$20,000,000 <br />$10,000,000 <br />CALPERS PENSION PLAN <br />$o <br />ADMINISTRATIVE & LEGAL <br />CONSTRAINTS <br />Plan Termination Payment <br />UAL Amortization Payment Schedules <br />Ssa.xm <br />$GI.IM Ssx.Ym55s.>m •safety •mi— - <br />>m�axm <br />=a�xM <br />Off~ e A" 01y 01b 01^ 0 A'O O+O O; O$ a Off, Oe OHO OM a OHO OHO Oa O1~ O� O� O 00 Oa^ <br />'4 'L '4 '� '� 'Y 'Y 'L 'L '4 '4 h '� '� 'L 'L 'L '4 h 'Y 'l� '� 'L 'L 'L 'L <br />With PEPRA, the California Legislature took steps to reduce <br />pension benefits for new hires and required new employees <br />to pay 50% of the annual normal costs. However, PEPRA <br />Legislation also protected the benefits for all "classic" <br />employees (hired before 2013). <br />As a result of PEPRA, the Public Employee Retirement Law <br />(PERL) now includes a provision that states that benefits for <br />"Classic" employees cannot be reduced for service/liability <br />already accrued. We understand this provision could be <br />challenged in court, however, major judicial revisions to <br />CalPERS pension benefits is very unlikely, without a major <br />reversal to or reinterpretation of the California Rule. <br />CalPERS routinely includes a termination payment amount in its actuarial valuations. Based on <br />the most recent CalPERS report, the estimated termination cost is roughly 2 billion. This is the <br />
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