Loading...
HomeMy WebLinkAbout05/23/2022 Staff: Committee Members: Christian Clegg, City Manager Councilmember, Andrae Gonzales – Chair Mario Orosco, Budget Officer Councilmember, Kenneth Weir Councilmember, Eric Arias Regular Meeting of the Budget and Finance Committee of the City Council – City of Bakersfield Monday, May 23, 2022 12:00 p.m. City Hall North, First Floor, Conference Room A 1600 Truxtun Avenue, Bakersfield CA 93301 A G E N D A 1. ROLL CALL 2. PUBLIC STATEMENTS a. Agenda Item Public Statements b. Non-Agenda Item Public Statements 3. ADOPTION OF THE FEBRUARY 28, 2022 AGENDA SUMMARY REPORT 4. NEW BUSINESS a. Discussion and Committee Recommendations regarding Pension Section 115 Trust Update – McKeegan b. Discussion and Committee Recommendation regarding insurance Rates and Self-Insurance Fund – Covey/McKeegan c. Discussion and Committee Recommendation regarding FY20-21 Annual Audit Reports – McKeegan d. Discussion and Committee Recommendations regarding PSVS Policy Ongoing Expenditures - Clegg 5. COMMITTEE COMMENTS 6. ADJOURNMENT Staff: Christian Clegg Committee Members: City Manager Councilmember, Andrae Gonzales – Chair Councilmember, Ken Weir Councilmember, Eric Arias REGULAR MEETING OF THE BUDGET AND FINANCE COMMITTEE of the City Council - City of Bakersfield February 28, 2022 12:00 p.m. City Hall North 1600 Truxtun Avenue, Bakersfield, CA 93301 First Floor, Conference Room A AGENDA SUMMARY REPORT The meeting was called to order at 12:02 p.m. 1. ROLL CALL Committee members present: Councilmember Andrae Gonzales Councilmember Ken Weir Councilmember Eric Arias Staff present: Christian Clegg, City Manager Brianna Carrier, Assistant to the City Manager Kevin Truelson, Assistant to the City Manager Josh Rudnick, Deputy Attorney Randy McKeegan, Finance Director Paul Saldana, Economic Development Director Misty Eaton, Community Development Coord. Gregg Strakaluse, Public Works Director Caryn Claiborne, Revenue Supervisor II Stuart Patteson, Deputy Public Works Director Zachary Meyer, Assistant Public Works Director Additional Attendees: Members of the Public 2. ADOPT DECEMBER 7, 2021, AGENDA SUMMARY REPORT /s/ Christian Clegg AGENDA SUMMARY REPORT Budget and Finance Committee Meeting Monday, February 28, 2022, Agenda Page 2 The report was adopted as submitted. 3. PUBLIC STATEMENTS There were no public statements. 4. NEW BUSINESS A. Committee Discussion and Recommendations Regarding FY 2022-23 CDBG, HOME, ESG Action Plan –Saldana/McKeegan Director of Economic Development, Paul Saldana presented on the HUD Budget & Action Plan for the FY 2022-23. Director Saldana noted that the project areas are part of a larger strategic plan to move towards total revitalization over a period of years. Director Saldana clarified for the committee that the administrative costs of $792,000 covers the salary and benefits and operating expenses for staff of the CDBG unit. Further explaining that when there are remaining funds, that they are carried over to the following fiscal year. Committee Member Gonzales asked that staff consider for the future how are we serving disadvantaged children and families in the area of the McMurtrey Aquatic Center. After discussion, a motion by Committee Member Eric Arias and seconded by Committee Member Ken Weir, was made for staff recommendation to be taken to full council for consideration. Motion carried. B. Committee Discussion and Recommendations Regarding Wastewater Rate Study Results: Equity and Phased-in Rate Increase – Strakaluse Public Works Director, Gregg Strakaluse provided a summary of presentation content noting the wastewater fund is healthy and can continue to provide high level service through fiscal year 25-26 and maintain adequate reserves. Director Strakaluse introduced Rick Simonson, with consulting firm HF&H who provided presented on Wastewater Rate Study Results. Committee Member Ken Weir requested examples of where we could have different tiers for connection fees based on the limited discretion. City Manager Clegg recommended that the committee move forward with Proposition 218 due to the time frame to send out notices and bring back connection fee conversation to a later meeting for further discussion. After discussion, a motion by Committee Member Ken Weir and seconded by Committee Member Eric Arias, was made for staff recommendation to AGENDA SUMMARY REPORT Budget and Finance Committee Meeting Monday, February 28, 2022, Agenda Page 2 be taken to full council for consideration regarding the rate study in terms of wastewater treatment rates and staff to come back with additional discussion on sewer connection fee. Motion carried. C. Committee Discussion and Recommendations Regarding Solid Waste Rate Study and Phase I Rate Increase – Strakaluse Public Works Director, Greg Strakaluse introduced the Solid Waste Enterprise Fund. Noting that in contrast of Wastewater, without a rate increase, fund balance will dramatically decrease into future years. Part of the challenge comes from Senate Bill (SB) 1383 and the State’s strict standards on how to meet goals for organics reduction, adding to the increasing costs of materials. Consultant Ricky Simonson with HF&F provided a presentation on the Solid Waste Rate Study that includes solid waste, recyclable materials, and organic materials from residents and businesses as well as operating the Mt. Vernon Green Waste Recycling Facility, Materials Recycling Facility, and Composting Facility. After discussion, a motion by Committee Member Eric Arias and seconded by Committee Member Ken Weir, was made for staff recommendation on Solid Waste Rate Option 1 (13% rate increase in year 1 plus CPI increases in years 2 through 5) to be taken to full council for consideration. Motion carried. D. Committee Discussion and Recommendation Regarding Adoption of the 2022 Committee Meeting Schedule – Carrier The committee meeting schedule was adopted as submitted. 5. COMMITTEE COMMENTS There were no comments made. 6. ADJOURNMENT The meeting was adjourned. May 2022 Presented by: Conor Boughey, ARM SVP, Alliant Insurance Services, Inc. Cell: (415) 744-4889 cboughey@alliant.com City of Bakersfield Projection Insurance Costs & Market Conditions Presentation Overview 1.Liability Market Summary 2.Property Market Summary 3.Workers Compensation 4.Summary of Costs Quick History of Market Cycles Net Written Premium 3 (Percent)1975-78 1984-87 2000-03 * **Pre/Post-COVID-19 forecast from A.M. Best Review & Preview (Feb. 2020, 2021). NOTE: Shaded areas denote “hard market” periodsSources: A.M. Best (1971-2013, 2021F), ISO (2014-19); Risk & Uncertainty Management Center, Univ. of South Carolina Net Written Premiums Fell 0.7% in 2007 (First Decline Since 1943) by 2.0% in 2008, and 4.2% in 2009, the First 3-Year Decline Since 1930-33. 2020 Outlook Pre-COVID: 3.8% Actual: 1.8%** -5% 0% 5% 10% 15% 20% 25% 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 F CA Liability Pools CA Changes Legislation - Starts WC Pools Pool Membership Increases 1986 Current Market Liability Market Bakersfield is a founding Member of ACCEL, 1986 City’s Self Insured Retention (SIR) has been $1,000,000 since inception –SIR’s will be evaluated for 7/1/2023 ACCEL acts as a risk financing vehicle excess of the city’s risk management program. ACCEL manages a retained layer of risk, the City is on the Board of Directors (currently President) ACCEL markets and purchases excess insurance, structure depends on market conditions. ACCEL currently provides a $55M limit to all members. City of Bakersfield’s Liability Placement ACCEL Members –Payroll Discussion 2017-18 2018-19 2019-20 2020-21 2021-22 Anaheim $ 251,095,466 $ 254,136,300 $ 264,499,278 $ 246,774,442 $ 252,450,219 Bakersfield $ 104,724,603 $ 105,666,240 $ 111,901,464 $ 117,592,581 $ 138,338,483 Burbank $ 111,365,382 $ 109,970,272 $ 114,498,943 $ 118,791,167 $ 126,410,338 Modesto $ 84,553,083 $ 87,496,089 $ 90,094,798 $ 90,712,212 $ 95,758,960 Monterey $ 41,886,030 $ 42,715,512 $ 43,819,132 $ 37,856,726 $ 38,372,940 Mountain View $ 76,519,131 $ 81,288,206 $ 84,203,168 $ 85,395,781 $ 84,371,814 Ontario $ 99,516,325 $ 106,597,105 $ 116,164,985 $ 113,719,325 $ 113,212,045 Palo Alto $ 116,644,088 $ 122,188,044 $ 126,026,438 $ 123,125,295 $ 121,262,095 Salinas $ 65,177,145 $ 64,580,045 $ 65,090,865 $ 65,567,776 Santa Barbara $ 99,075,934 $ 99,785,113 $ 101,361,494 $ 98,754,235 $ 101,155,636 Santa Cruz $ 66,052,781 $ 67,587,185 $ 69,656,906 $ 68,390,287 $ 70,730,576 Santa Monica $ 217,662,567 $ 227,481,141 $ 230,134,246 $ 206,219,121 $ 198,558,320 Visalia $ 48,694,050 $ 50,942,502 $ 53,023,805 $ 52,163,325 $ 56,374,147 Total $ 1,317,789,439 $ 1,421,030,855 $ 1,469,964,702 $ 1,424,585,363 $ 1,462,563,349 Bakersfield is: 7.95%7.44%7.61%8.25%9.46% Costs are allocated on payroll and claims experience. California does not have tort caps, and is experiencing a rapid escalation of verdict sizes. Liability insurance carriers are: Increasing minimum retentions to $3-5M or higher for cities, moving towards $10M for JPAs. Reducing their limits to $10M of less. Increasing pricing. As a result: ACCEL retains more risk –$9M xs. $1M. ACCEL utilizes reinsurance and excess insurance. ACCEL’s rates are increasing, but shared risk layers are significantly less than insurance market pricing. Liability Market: State of the Market 7 Liability Market: Large PE Verdicts 8 Insured Insured Type State Claim Type Loss Year Total Incurred USC School -University CA SML 1987-2017 $ 1,100,000,000 University of Southern California School -University CA SML Undefined $ 852,000,000 University of California School -University CA SML 1983-2018 $ 246,300,000 Los Angeles Unified School District School K-12 CA SML 2005-2010 $ 169,200,000 SoCalGas *CA GL 2015 $ 120,000,000 County of San Bernardino County CA GL 2014 $ 113,400,000 Union School District School K-12 CA SML 2009-2014 $ 102,500,000 San Diego County County CA LEL 2015 $ 85,000,000 UC System (UCLA)School -University CA SML 1983-2019 $ 73,000,000 Town of Apple Valley Town CA GL 2016 $ 60,000,000 Los Angeles Unified School District School K-12 CA SML 2002-2012 $ 58,000,000 County of Los Angeles County CA LEL / Strip Search 2008-2015 $ 53,000,000 American Ambulance Ambulance CA MedMal 2018 $ 50,000,000 SoCalGas Utility CA AL 2017 $ 46,000,000 City of Santa Monica City CA SML 1986-1995 $ 42,600,000 Los Angeles County County CA AL 2015 $ 42,000,000 Durham School Services Transit Agency CA GL 2017 $ 36,100,000 San Bernardino County County CA LEL 2015 $ 33,500,000 City of Beverly Hills City CA GL 2014 $ 32,500,000 Torrance Unified School District School K-12 CA SML 1995-1996, 2013-2015 $ 31,000,000 Los Angeles Unified School District School K-12 CA SML 2010-2011 $ 30,000,000 Victor Elementary School District School K-12 CA GL 2017 $ 28,500,000 City of Whittier City CA GL 2016 $ 28,000,000 ACCEL Board has addressed the current claims environment by increasing funding in retained layers. As insurance premiums increase or become unavailable, ACCEL pivots to expanding the self insured program. ACCEL evaluates its attachment point to excess coverage annually. ACCEL will be evaluating Member attachment points, and may increase SIRs. Excess rates continue to climb due to the claims development trends across the state. The following budget projects include: Payroll: Actual for the current year, 8% 23/24 and 5% for 24/25 Rate: Actual for the current year, 10% 23/24 and 5% for 24/25 Liability Market: Take Away Liability Actual Budget 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 Payroll $102,338,081 $104,724,603 $105,666,240 $111,901,464 $117,592,581 $138,338,483 $149,405,562 $156,875,840 Premium $ 818,101 $ 977,452 $ 1,132,254 $ 1,900,937 $ 3,162,434 $ 4,260,000 $ 5,060,000 $ 5,580,000 Limit $ 75,000,000 $ 75,000,000 $ 75,000,000 $ 55,000,000 $ 55,000,000 $55,000,000 $55,000,000 $55,000,000 9 Property Market The City of Bakersfield participates in the PRISM Property Insurance Program. The primary insurance carrier participating is Lexington/AIG. The Program has many insurance carrier participants. Carrier participation is marketed every year. The Program is a joint purchase on behalf of many counties and cities. The coverage and cost provided by this program structure provides significant benefit to participant agencies, especially in a hard market. PRISM retains risk to allow members to have very low deductibles. City’s Property Coverage 11 Property Coverage Structure Premiums are determined by: Total Insured Values * rate = Premium Current economic pressures bring existing values into focus: Cost of Labor Cost of Materials Inflation California cities continue to invest in new locations, increasing insured values. Values of existing locations historically increase at Marshall Swift trend rates, which are now hovering at about 20% year over year. PRISM negotiated with the markets to increase values 7.5% for structures and 5% for contents Property Market 13 The City’s property insurance is in a very large well placed program. The city maintains high limits and low retention. The following budget assumes: Values continue to increase due to new additions and trending, this year is 8%, and 5% for the following two years. The rate is budgeted to increase 13% this year, and then 10% and 7% for the following years. Property Market: Take Away 14 Property Actual Budget 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 TIV $ 504,920,380 $ 527,738,688 $ 589,924,855 $ 616,235,607 $ 628,227,018 $680,637,176 $714,669,035 $750,402,487 Premium $ 332,606 $ 361,239 $ 398,910 $ 530,603 $ 681,713 $ 834,495 $ 963,842 $ 1,082,876 Rate $ 0.066 $ 0.069 $ 0.068 $ 0.086 $ 0.109 $ 0.123 $ 0.135 $ 0.144 Deductible $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ 5,000 Workers Compensation The City of Bakersfield participates in PRISM for Workers Compensation Coverage. PRISM is one of the largest JPA in the county, providing excess workers compensation to most public entities in the state. Over 78% of cities purchase WC through this program. Workers Compensation coverage has been relatively stable for several years, with moderate rate increases occurring. Substantial area of cost, but mostly within retention. Excess workers compensation coverage is relatively low cost and provides statutory limits. Workers Compensation Market 16 Workers Compensation Coverage Structure 17 Workers Compensation remains stable and the largest impact to pricing is the city’s ex-mod. The city could consider a higher retention to lower premium costs, self-insured program will require additional funding. The following budget projects include: Payroll: Trending at 4% increase per year, will be audited to actual. Rate: 10% for 22/23, 5% 23/24 and 3% for 24/25 Workers Compensation Market: Take Away 18 WorkersComp Actual Budget 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 Payroll $109,262,913 $117,225,990 $119,373,854 $142,445,967 $149,054,774 $155,016,965 $161,217,644 $167,666,349 Premium $ 825,739 $ 907,331 $ 893,312 $ 1,147,435 $ 1,325,647 $ 1,516,540 $ 1,656,062 $ 1,773,973 SIR $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 $ 500,000 Ex Mod 121%132%111%112%119%??? Total Budget Projections Each line item is conservatively budgeted. These estimates should represent the high range of expectations. Insurance Budget Projections 20 Liability 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 Payroll 102,338,081$ 104,724,603$ 105,666,240$ 111,901,464$ 117,592,581$ 138,338,483$ 149,405,562$ 156,875,840$ Premium 818,101$ 977,452$ 1,132,254$ 1,900,937$ 3,162,434$ 4,260,000$ 5,060,000$ 5,580,000$ Limit 75,000,000$ 75,000,000$ 75,000,000$ 55,000,000$ 55,000,000$ 55,000,000$ 55,000,000$ 55,000,000$ Property 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 TIV 504,920,380$ 527,738,688$ 589,924,855$ 616,235,607$ 628,227,018$ 680,637,176$ 714,669,035$ 750,402,487$ Premium 332,606$ 361,239$ 398,910$ 530,603$ 681,713$ 834,495$ 963,842$ 1,082,876$ Rate 0.066$ 0.069$ 0.068$ 0.086$ 0.109$ 0.123$ 0.135$ 0.144$ Deductible 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ Workers Comp 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 Payroll 109,262,913$ 117,225,990$ 119,373,854$ 142,445,967$ 149,054,774$ 155,016,965$ 161,217,644$ 167,666,349$ Premium 825,739$ 907,331$ 893,312$ 1,147,435$ 1,325,647$ 1,516,540$ 1,656,062$ 1,773,973$ SIR 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ 500,000$ Ex Mod 121%132%111%112%119%??? TOTAL 1,976,446$ 2,246,022$ 2,424,476$ 3,578,975$ 5,169,794$ 6,611,035$ 7,679,904$ 8,436,850$ BudgetActual Actual Budget Actual Budget Questions? Thank You Pe n s i o n  Fu n d i n g Ci t y  of  Ba k e r s f i e l d ,  CA 1 Bu i l d i n g  Bl o c k s  of  Pe n s i o n  Fu n d i n g Ed u c a t e Un d e r s t a n d i n g   th e  is s u e s An a l y z e Qu a n t i f y   im p a c t  of  20 2 1   re s u l t s  an d    ne w  ac t u a r i a l   as s u m p t i o n s Pr e s e n t Co n s i d e r   st r a t e g i e s  an d   fu n d i n g  po l i c y Ad o p t Au t h o r i z e  st a f f   to  ex e c u t e    st r a t e g i e s  an d   re v i s e  fu n d i n g   po l i c i e s  if   ap p r o p r i a t e Ad m i n i s t e r Mo n i t o r   fu n d i n g  po l i c y   to  en s u r e  fi s c a l   st a b i l i t y  an d   gr o w t h Evaluate Revisit  funding  policy 2 Un d e r s t a n d i n g  Pe n s i o n  Fu n d i n g 3 Pe n s i o n  Ba s i c s Hu r d l e s  an d  Other   Co n s i d e r a t i o n s St r a t e g y  & Stress  Test Ho w  is  yo u r  ag e n c y   do i n g  re l a t i v e  to  yo u r   fu n d i n g  ta r g e t s ? Pe n s i o n  Ba s i c s 4 Re t i r e m e n t  Be n e f i t s 5 Pr o v i d e d  th r o u g h  Ca l i f o r n i a  Pu b l i c  Em p l o y e e s  Re t i r e m e n t  System   (C a l P E R S ) ,  a  mu l t i ‐em p l o y e r  pe n s i o n  & he a l t h  ca r e  ad m i n i s t r a t o r Pr o m i s e d  be n e f i t  is  ma d e  by  th e  co n t r a c t i n g  ag e n c y  an d  thus  the  local   ag e n c y ’ s  ob l i g a t i o n  no t  Ca l P E R S On c e  th e  pr o m i s e d  be n e f i t  is  ma d e ,  th e  be n e f i t  ca n  on l y  be  changed   pr o s p e c t i v e l y  pe r  th e  Ca l i f o r n i a  Co n s t i t u t i o n  “C a l i f o r n i a  Rule” Ex i t i n g  Ca l P E R S  is  no t  a  pr a c t i c a l  op t i o n ,  th e  te r m i n a t i o n  liability  is  cost   pr o h i b i t i v e .   Re v i s e d  be n e f i t  st r u c t u r e  fo r  em p l o y e e s  hi r e d  on  or  af t e r  January  1, 2013   du e  to  Pu b l i c  Em p l o y e e s  Pe n s i o n  Re f o r m  Ac t  (P E P R A ) ha s  2  Ca l P E R S  pl a n s :  Mi s c e l l a n e o u s ,  Sa f e t y  Fi r e . Pr o j e c t e d  Cl a s s i c  vs  PE P R A  Pa y r o l l 6 38 . 2 % 57 . 3 % 72 . 6 % 85 . 8 % 94 . 8 % 98 . 3 % 99.8%0%20%40%60%80%100%120%  $‐  $5 0 , 0 0 0 , 0 0 0  $1 0 0 , 0 0 0 , 0 0 0  $1 5 0 , 0 0 0 , 0 0 0  $2 0 0 , 0 0 0 , 0 0 0  $2 5 0 , 0 0 0 , 0 0 0  $3 0 0 , 0 0 0 , 0 0 0  $3 5 0 , 0 0 0 , 0 0 0  $4 0 0 , 0 0 0 , 0 0 0  $4 5 0 , 0 0 0 , 0 0 0 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 2 0 2 6 2 0 2 7 2 0 2 8 2 0 2 9 2 0 3 0 2 0 3 1 2 0 3 2 2 0 3 3 2 0 3 4 2 0 3 5 2 0 3 6 2 0 3 7 2 0 3 8 2 0 3 9 2 0 4 0 2 0 4 1 2 0 4 2 2 0 4 3 2 0 4 4 2 0 4 5 2046 2047 2048 Cl a s s i c PE P R A % PE P R A As s u m p t i o n s  Se t  Fu t u r e  Co s t  & Fu n d i n g  Ex p e c t a t i o n s 7 Ec o n o m i c • In f l a t i o n • In v e s t m e n t  Re t u r n • Sa l a r y  Gr o w t h De m o g r a p h i c • Re t i r e m e n t • Di s a b i l i t y • De a t h • Te r m i n a t i o n Ma j o r  Driver  of   Pl a n  Cost  and  Affordability Hu r d l e s  & Co n s i d e r a t i o n s  8 Bo a r d  De c i s i o n s 9 ht t p s : / / w w w . c a l p e r s . c a . g o v / p a g e / a b o u t / o r g a n i z a t i o n / f a c t s ‐at ‐a ‐gl a n c e / a s s e t ‐li a b i l i t y ‐ma n a g e m e n t Re d u c e d  Di s c o u n t  Ra t e  As s u m p t i o n  fr o m  7%  to  6. 8 % Re d u c e d  In f l a t i o n  Ra t e  As s u m p t i o n  fr o m  2. 5 %  to  2. 3 % In c r e a s e d  Wa g e  Gr o w t h  As s u m p t i o n  fr o m  2. 7 5 %  to  2. 8 %  (C O L A s  + St e p  Increases) Ot h e r  De m o g r a p h i c  As s u m p t i o n s  Ch a n g e s Ca l P E R S  Bo a r d  Se l e c t s  Ne w  As s e t  Al l o c a t i o n  fo r  In v e s t m e n t  Po r t f o l i o ,  Ke e p s  Di s c o u n t  Ra t e  at  6.8% ‐CalPERS Ca l P E R S  In v e s t m e n t  Re t u r n :   21 . 3 %   St r o n g  In v e s t m e n t  Re t u r n  Tr i g g e r s  Lo w e r  Di s c o u n t  Rate   Ri s k  Mi t i g a t i o n  Po l i c y    ht t p s : / / w w w . c a l p e r s . c a . g o v / d o c s / f u n d i n g ‐ri s k ‐mi t i g a t i o n ‐po l i c y . p d f 10 Ho w  is  Ba k e r s f i e l d   Im p a c t e d ? 11 Fu n d e d  St a t u s  Co m p a r i s o n 12 Fu n d e d  St a t u s 13 To t a l  Re q u i r e d  Em p l o y e r  Co n t r i b u t i o n s 14 St r a t e g y   15 $0 . 0 0 $5 0 0 , 0 0 0 , 0 0 0 . 0 0 $1 , 0 0 0 , 0 0 0 , 0 0 0 . 0 0 $1 , 5 0 0 , 0 0 0 , 0 0 0 . 0 0 $2 , 0 0 0 , 0 0 0 , 0 0 0 . 0 0 $2 , 5 0 0 , 0 0 0 , 0 0 0 . 0 0 $3 , 0 0 0 , 0 0 0 , 0 0 0 . 0 0 $3 , 5 0 0 , 0 0 0 , 0 0 0 . 0 0 2 0 2 0 2 0 2 1 2 0 2 2 2 0 2 3 2 0 2 4 2 0 2 5 2 0 2 6 2 0 2 7 2 0 2 8 2 0 2 9 2 0 3 0 2 0 3 1 2 0 3 2 2 0 3 3 2 0 3 4 2 0 3 5 2 0 3 6 2037 2038 2039 As s e t s  wi t h  Ca l P E R S As s e t s  in  11 5  Tr u s t Ac c r u e d  Pe n s i o n  Li a b i l i t y Ac t u a l  & Pr o j e c t e d  Fu n d e d  St a t u s 16 Ac t u a l Ac t u a r i a l  Va l u a t i o n  Ye a r Ci t y  ac c e l e r a t e d  payment   st r a t e g y  pa y s  of f  UAL  balance   si x  ye a r s  ah e a d  of  CalPERS   de f a u l t  pa y m e n t  schedule 66 % 75 % 77 % 79 % 81 % 83 % 86 % 88 % 90 % 92 % 94 % 96 % 98 % 10 0 % 10 2 % 10 4 % 10 6 % 108%109%111% St r e s s  Te s t 17 Fu n d e d  St a t u s  Co m p a r i s o n 18 Un f u n d e d  Li a b i l i t y  Co n t r i b u t i o n  Co m p a r i s o n 19 Fu n d e d  St a t u s  Co m p a r i s o n 20 Un f u n d e d  Li a b i l i t y  Co n t r i b u t i o n  Co m p a r i s o n 21 Bu i l d i n g  Bl o c k s  of  Pe n s i o n  Fu n d i n g Ed u c a t e Un d e r s t a n d i n g   th e  is s u e s An a l y z e Qu a n t i f y   im p a c t  of  20 2 1   re s u l t s  an d    ne w  ac t u a r i a l   as s u m p t i o n s Pr e s e n t Co n s i d e r   st r a t e g i e s  an d   fu n d i n g  po l i c y Ad o p t Au t h o r i z e  st a f f   to  ex e c u t e    st r a t e g i e s Ad m i n i s t e r Mo n i t o r   fu n d i n g  po l i c y   to  en s u r e  fi s c a l   st a b i l i t y  an d   gr o w t h Evaluate Revisit  funding  policy 22 Qu e s t i o n s 23 City of Bakersfield PARS 115 Trust –OPEB Prefunding Program and Pension Rate Stabilization Program Client Review May 23, 2022 City of Bakersfield ▎2 Contacts Mitch Barker Executive Vice President (800) 540-6369 x116 mbarker@pars.org Jennifer Meza, CEBS Manager, Consulting (800) 540-6369 x141 jmeza@pars.org Andrew Brown, CFA Director, Senior Portfolio Manager (415) 705-7605 andrew.brown@highmarkcapital.com City of Bakersfield ▎3 Pars 115 Trust Team Trust Administrator & Consultant 38 Years of Experience (1984-2022) 2,000+ Plans under Administration 1,000+ Public Agency Clients $6.4 B Assets under Administration 500 K+ Plan Participants Investment Manager •Investment sub-advisor to trustee U.S. Bank •Investment policy assistance •Uses open architecture •Active and passive platform options •Customized portfolios (with minimum asset level) 103 Years of Experience(1919-2022) $20.2 B Assets under Management & Advisement Trustee •5th largest commercial bank and one of the nation’s largest trustees for Section 115 trusts •Safeguard plan assets •Oversight protection as plan fiduciary •Custodian of assets 159 Years of Experience(1863-2022) $9.0 T Assets under Trust Custody 490+ 115 Trust Clients •Serves as record-keeper, consultant, and central point of contact •Sub-trust accounting •Coordinates all agency services •Monitors plan compliance (IRS/GASB/State Government Code) •Processes contributions/disbursements •Hands-on, dedicated support teams City of Bakersfield ▎4 Subaccounts OPEB and pension assets are individually sub-accounted, and can be divided by dept., bargaining group, or cost center. Assets in the PARS Section 115 Combination Trust can be used to address unfunded liabilities. Financial Stability Allows separate investment strategies for OPEB and pension subaccounts. Flexible Investing OPEB and pension assets aggregate and reach lower fees on tiered schedule sooner – saving money! Economies-of-ScaleAnytime Access Trust funds are available anytime; OPEB for OPEB and pension for pension. No set-up costs, no minimum annual contribution amounts, and no fees until assets are added. No Set Up Cost or Minimums Retiree Medical Benefits Prefund OPEB GASB 75 OPEB $86.2M Reimburse agency; or Pay benefits provider Pension Rate Stabilization Program Prefund Pension (PRSP)GASB 68 Pension $4M Reimburse agency; or Pay retirement system Assets can be used to:Assets can be used to: prefundeither or both General Fund PARS IRS-Approved Section 115 Trust City of Bakersfield ▎5 PARS OPEB TRUST Program for prefunding Other Post-Employment Benefits The City of Bakersfield ▎6 Plan Type:IRC Section 115 Irrevocable Exclusive Benefit Trust Trustee Approach:Discretionary Plan Effective Date:January 17, 2007 Plan Administrator:City Manager Current Investment Strategy:Custom Strategy; Individual Account *Prior to July 2019: Moderately Conservative Index Plus Summary of Agency’s opeb Plan AS OF APRIL 30, 2022: Initial Contribution:February 2007: $2,400,000 Additional Contributions:$55,260,986 Total Contributions:$57,660,986 Disbursements:$0 Total Investment Earnings:$30,788,557 Account Balance:$86,243,181 City of Bakersfield ▎7 Summary of Agency’s opeb Plan *Plan Year Ending June 2007 is based on 5 months of activity.**Plan Year Ending June 2022 is based on 10 months of activity. HISTORY OF CONTRIBUTIONS, DISBURSEMENTS, AND TOTAL ASSETS AS OF APRIL 30, 2022: Year Contributions Disbursements Total Assets Jun-07 $4,800,000 $0 $4,853,695 Jun-08 $5,560,000 $0 $10,228,616 Jun-09 $2,565,600 $0 $12,179,117 Jun-10 $3,043,300 $0 $16,400,695 Jun-11 $1,641,300 $0 $20,101,236 Jun-12 $13,092,600 $0 $34,383,140 Jun-13 $10,292,900 $0 $46,532,951 Jun-14 $0 $0 $50,722,418 Jun-15 $4,076,300 $0 $55,667,283 Jun-16 $1,295,500 $0 $58,775,463 Jun-17 $0 $0 $61,606,436 Jun-18 $3,019,586 $0 $66,455,251 Jun-19 $1,336,050 $0 $72,477,718 Jun-20 $2,780,850 $0 $79,590,814 Jun-21 $2,589,250 $0 $92,259,963 Jun-22 $1,567,750 $0 $86,243,181 $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 $100,000,000 Plan Year Ending Contributions Disbursements Total Assets City of Bakersfield ▎8 •We have received the actuarial report by Segal Consulting dated November 7, 2019, with a measurement date as of June 30, 2019. In the table below, we have summarized the results. OPEB Actuarial Results Demographic Study Measurement Date: June 30, 2017 Measurement Date: June 30, 2019 Actives 594 513 Retirees 754 757 Total 1,348 1,270 City of Bakersfield ▎9 OPEB Actuarial Results Valuation Date: June 30, 2017 5.00% Discount Rate Measurement Date: June 30, 2019 5.00% Discount Rate Total OPEB Liability (TOL)$140,014,779 $129,471,089 Plan Fiduciary Net Position $61,606,436 $72,477,717* Net OPEB Liability (NOL)$78,408,343 $56,993,372 Funded Ratio (%)44.00%55.98% Actuarially Determined Contribution (ADC)$7,530,031 $6,973,711 Annual Benefit Payments (Pay-as-you-Go) $5,050,000 $6,604,007 **As of April 30, 2022, assets at $86,243,181 (approx. ~66.61% funded).Rule of thumb:For every one percent increase in the discount rate, the unfunded liability is lowered by 10-12%. City of Bakersfield ▎10 PARS Pension Rate Stabilization Program for prefunding pension obligations The City of Bakersfield ▎11 Plan Type:IRC Section 115 Irrevocable Exclusive Benefit Trust Trustee Approach:Discretionary Plan Effective Date:March 2, 2022 Plan Administrator:City Manager Current Investment Strategy:Moderately Conservative (Active) Strategy; Individual Account Initial Contribution May 5, 2022:$4,000,000 Summary of Agency’s Pension Plan City of Bakersfield ▎12 HighMark Capital Management Investment Review City of Bakersfield April 30, 2022 Presented by: Andrew Brown, CFA 13 Economic and Market Forecast May 2022 2022 Assumptions GDP 2.1% -2.6% S&P 500 Earnings $215 -$220 Unemployment 3.6% -4.1% Core PCE Inflation 3.7% -4.2% Fed Funds Target 1.75% -2.5% Source: HighMark Asset Allocation Committee 14 Inception Date: 03/01/2007FromMarch1,2007 to February 28,2013,the Plan’s assets were managed under the PARS/PRHCP Moderately Conservative Index Pooled strategy, under account 6746019204.On March 1,2013 the Plan’s assets were transferred,in-kind, out of this account and into a separately managed account.This account is 6746045900 and is still invested under the Moderately Conservative IndexObjective.For the investment performance periods before March 1,2013,the portfolio’s performance will be linked to the performance record of the PARS/PRHCP Moderately Conservative Indexstrategy, account number 6746019204.Returns are gross of account level investment advisory fees and net of any fees, including fees to manage mutual fund or exchange traded fund holdings. Returns for periods over one year are annualized.The information presented has been obtained from sources believed to be accurate and reliable.Past performance is not indicative of futurereturns.Securities are not FDIC insured, have no bank guarantee, and may lose value. PARS/City of Bakersfield 15 3 Months Year to Date (4 Months)1 Year 3 Years 5 Years 10 Years Inception to Date 03/01/2007 Cash Equivalents .02 .02 .04 .57 .95 .53 .85 Lipper Money Market Funds Index .03 .03 .03 .55 .91 .48 .75 Fixed Income ex Funds -6.94 -8.73 -7.47 Total Fixed Income -6.73 -8.53 -7.26 .99 1.48 1.75 3.00 Bloomberg US Aggregate Bd Index -7.51 -9.50 -8.51 .38 1.20 1.73 3.26 Total Equities -7.77 -13.12 -5.17 9.86 9.95 10.51 7.33 Large Cap Funds -7.94 -12.65 .20 13.57 13.34 13.34 9.39 S&P 500 Composite Index -8.17 -12.92 .21 13.85 13.66 13.67 9.57 Mid Cap Funds -6.10 -13.02 -6.30 10.21 10.47 11.79 Russell Midcap Index -6.02 -12.94 -6.10 10.48 10.66 11.99 8.85 Small Cap Funds -8.20 -17.05 -17.22 6.05 6.73 10.17 7.84 Russell 2000 Index -7.82 -16.69 -16.87 6.73 7.24 10.06 7.23 International Equities -10.13 -12.48 -12.07 3.49 4.37 4.27 1.85 MSCI EAFE Index -7.53 -12.00 -8.15 4.44 4.77 5.77 2.59 MSCI EM Free Index -10.45 -12.15 -18.33 2.24 4.32 2.89 3.63 RR: REITS -1.65 -9.93 7.68 9.33 8.36 Wilshire REIT Index -1.40 -8.24 14.11 10.29 9.03 9.07 5.68 Total Managed Portfolio -6.81 -9.78 -6.35 3.90 4.25 4.48 4.28 Selected Period Performance Bakersfield OPEB Period Ending: 4/30/2022 Pe n s i o n  Tr u s t  Fu n d i n g  Strategy • Th e  Ci t y  co n t r i b u t e s  10 0 %  of  the  actuarial   de t e r m i n e d  co n t r i b u t i o n  (A D C )  each  year • In  ad d i t i o n  to  th e  AD C ,  th e  Ci t y  Finance  Department   is  re v i e w i n g  op t i o n s  to  in c r e a s e  contributions  into  the   §1 1 5  pe n s i o n  tr u s t  wi t h  th e  in t e n t  to  improve  the   fu n d e d  st a t u s  of  th e  pl a n  an d  ac c e l e r a t e  the  paydown   of  th e  un f u n d e d  ac c r u e d  li a b i l i t y  (UAL). • An n u a l  co n t r i b u t i o n s  ba s e d  on  savings  from   ad v a n c e d  UA L  pa y m e n t .   • Fi x e d  pe r c e n t a g e    of  su r p l u s  fund  balance   ca l c u l a t e d  at  ye a r  en d .    • An n u a l c o n t r i b u t i o n s  fr o m  $4  million  (in  2021 ‐22)  to  $1 0  mi l l i o n  pe r  ye a r .   • Al l    pr o p o s e d  co n t r i b u t i o n s  would  be  dependent   on  th e  op e r a t i o n a l  ne e d s  of  the  City. • Ci t y  ad m i n i s t r a t o r s  wi l l  re v i e w  significant  events   im p a c t i n g  fu n d i n g  pr o g r e s s  ea c h  year  recommending   co u r s e  co r r e c t i o n s  to  th e  Ci t y  Co u n c i l  as n e c e s s a r y