HomeMy WebLinkAbout07.a. Receive update on transition to CalPERS Healthcare Page 1 of 3 Item 7.a. CENTRAL SAN February 19, 2019 TO: ADMINISTRATION COMMITTEE FROM: TEJI O'MALLEY, HUMAN RESOURCES MANAGER REVIEWED BY: ANN SASAKI, DEPUTY GENERAL MANAGER SUBJECT: RECEIVE UPDATE ON TRANSITION TO CALPERS HEALTHCARE The transition to CalPERS Healthcare is continuing as planned. As noted on this agenda, an actuarial analysis for the transition to CaIPERS Healthcare must be presented at a public meeting two weeks prior to the adoption of any changes in public retirement benefits or other post-employment benefits. As a result, we plan to present the actuarial analysis at the March 7, 2019 Board meeting and have moved the date of the Board approval of the CalPERS resolution from March 7 to March 21, 2019. This will have no impact on our CaIPERS Healthcare effective date of July 1, 2019. Staff will be available at the Committee meeting to answer any questions. Strategic Plan Tie-In GOAL THREE: Be a Fiscally Sound and Effective Water Sector Utility Strategy 1 - Conduct long-range financial planning, Strategy 2- Manage costs ATTACHMENTS: 1. Gantt Chart- Transition to CalPERS Healthcare February 19, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 51 of 97 Page 2 of 3 ID Task Name Duration Start IFinish September November Janua March May Jul 1 CREATION OF HRA 199 days Mon 10/15/18 Thu 7/18/19 FOR TIER III 2 Develop Scope of Work 20 days Mon 10/15/18 Fri 11/9/18 for HRA Administrator 3 Labor Review of Scope 15 days Mon 11/12/18 Fri 11/30/18 of Work 4 Meetings with Labor on 13 days Thu 11/15/18 Mon 12/3/18 HRA 5 DRAFT Agreement with 44 days Tue 12/18/18 Fri 2/15/19 ICMA 6 Administration 0 days Tue 3/12/19 Tue 3/12/19 ♦ 3/12 Committee Approval 7 Board of Directors 0 days Thu 3/21/19 Thu 3/21/19 ♦ 3/21 Approval 8 Send information letters 0 days Mon 4/1/19 Mon 4/1/19 ♦ 4/1 to Tier III employees 9 Hold information 22 days Wed 5/1/19 Thu 5/30/19 meetings with Tier III employees 10 Go Live with HRA 0 days Mon 7/1/19 Mon 7/1/19 ♦ 7/1 11 CREATION OF 114 days Mon 10/15/18 Thu 3/21/19 PLAN DOCUMENTS FOR HRAs 12 Draft New Plan 20 days Mon 10/15/18 Fri 11/9/18 Documents for Tier III HRA 13 Staff Review of New 31 days Mon 11/12/18 Sat 12/22/18 Plan Documents 14 Administration 0 days Tue 3/12/19 Tue 3/12/19 ♦ 3/12 Committee Approval of Plan Amendments 15 Board of Directors 1 day Thu 3/21/19 Thu 3/21/19 II Approval 16 CALPERS 181 days Mon 10/22/18 Mon 7/1/19 I TRANSITION 17 Draft information letter 14 days Mon 10/22/18 Thu 11/8/18 to Actives and Retirees 18 Send Information letter 0 days Fri 11/9/18 Fri 11/9/18 ♦ 11/9 to Actives and Retirees Task Project Summary i Manual Task I I Start-only C Deadline Project: HRA_CALPERS_VISION Split Inactive Task Duration-only Finish-only 7 Progress Date:Tue 2/5/19 Milestone ♦ Inactive Milestone Manual Summary Rollup External Tasks Manual Progress Summary Inactive Summary Manual Summary I I External Milestone Page 1 February 19, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 52 of 97 Page 3 of 3 ID Task Name Duration I Start Finish September November Janua March May Jul 19 Include info article in LC 0 days Fri 11/30/18 Fri 11/30/18 ♦ 11/30 20 Informational meetings 5 days Mon 11/26/18 Fri 11/30/18 with staff 21 Staff Training in My 18 days Thu 3/7/19 Sun 3/31/19 CAPERS 22 Conduct One-on-one 10 days Mon 1/14/19 Fri 1/25/19 Meetings With Actives and Retirees 23 Complete CalPERS 0 days Thu 1/24/19 Thu 1/24/19 ♦ 1/2 Application 24 Bartell Actuarial 29 days Tue 1/1/19 Fri 2/8/19 Assessment 25 Send Updated 0 days Tue 2/19/19 Tue 2/19/19 ♦ 2/19 Information letter to Actives and Retirees 26 Administration 0 days Tue 2/19/19 Tue 2/19/19 ♦ 2/19 Committee Acceptance of Actuarial Analysis 27 Board of Directors 0 days Thu 3/7/19 Thu 3/7/19 ♦ 3/7 Acceptance of Actuarial Analysis 28 Administration 0 days Tue 3/12/19 Tue 3/12/19 ♦ 3/12 Committee Review of CAPERS Resolution and Section 125 Amendments 29 Board of Directors 0 days Thu 3/21/19 Thu 3/21/19 ♦ 3/21 Approval of CalPERS Resolution and Section 125 Amendments 30 Send retirees letter 0 days Fri 3/22/19 Fri 3/22/19 ♦ 3/22 letting them know they will be contacted by CAPERS for enrollment 31 CalPERS Health Faire 6 days Fri 3/22/19 Fri 3/29/19 32 Provide CAPERS with 0 days Mon 3/25/19 Mon 3/25/19 ♦ 3/25 census of retirees 33 Open Enrollment- 45 days Mon 4/1/19 Fri 5/31/19 1 1 Actives 34 Open Enrollment- 45 days Mon 4/1/19 Fri 5/31/19 1 1 Retirees 35 CaIPERS Go Live 0 days Mon 7/1/19 Mon 7/1/19 ♦ 7/1 Task Project Summary i Manual Task I I Start-only E Deadline Project: HRA_CALPERS_VISION Split Inactive Task Duration-only Finish-only 7 Progress Date:Tue 2/5/19 Milestone ♦ Inactive Milestone Manual Summary Rollup External Tasks Manual Progress Summary Inactive Summary Manual Summary I I External Milestone Page 2 February 19, 2019 Regular ADMIN Committee Meeting Agenda Packet- Page 53 of 97