john herrera - csmfomedia.csmfo.org/wp-content/uploads/2014/08/img008.pdf · 2014. 8. 5. ·...

John Herrera

From: Sent: To: Subject:

Eric Erickson <[email protected]> Wednesday, July 23, 2014 3:26 PM John Herrera RE: SDI and SUI

John, See below Eric

Eric R Erickson Finance & Human Resources Director City of Mill Valley 415-388-4033 ext. 4035 eericksonOcityofmillvalley.org

From: Members rmailto:members-bounces(gicsmfo.orq1 On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: members(5icsmfo.orq Subject: [Members] SDI and SUI

Colleagues:

We need your feedback on State Disability Insurance (SDI) and State Unemployment Insurance (SUI) costs.

Please help us with these questions if applicable to your organization:

1. Does your City meet the SDI requirements through a payment to EDD?

a. Answer: NA-we do not participate in SDI 2. If yes, does the employee pay it?

a. Answer: 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: WE have LTD but rely on sick leave for short-term disability 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: City-paid 5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: we budget an estimated fixed cost on pay-go 6. Other feedback on meeting SDI and Ul costs in the budget? Ul is not a significant cost for us

I will post results by Friday or Monday.

Thank you.

John Herrera, CPA Finance Director (Interim) CITY OF GOLETA (805) 961-7527 Office

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John Herrera


Sandra Ryan <[email protected]> Wednesday, July 23, 2014 3:21 PM John Herrera RE: SDI and SUI

Sandy Ryan Finance Director Ci ty of Red Bluff (530) 527-2605 ext. 3050 (530) 529-6878 fax

[email protected]

From: Members rmailto:members-bounces(aicsmfo.orq1 On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: members(5)csmfo.orq Subject: [Members] SDI and SUI

Colleagues:




a. Answer: YES 2. If yes, does the employee pay it?

a. Answer: YES 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: 5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: Pay actual amount paid out by the state on a quarterly basis. 6. Other feedback on meeting SDI and Ul costs in the budget? Ours is working really well, Ul costs are low, and SDI

is paid by employees.


Thank you.

John Herrera, CPA Finance Director (Interim) CITY OF GOLETA (805) 961-7527 Office (619) 200-8415 Cell

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John Herrera


Shelly Gunby <[email protected]> Wednesday, July 23, 2014 3:36 PM John Herrera RE: SDI and SUI

Shelly Gunby Director of Financial Management City of Winters [email protected] 530-794-6704

Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.

From: Members [mailto:[email protected]] On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: [email protected] Subject: [Members] SDI and SUI




a. Answer: NO 2. If yes, does the employee pay it?


a. Answer: YES 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: The City of Winters offers long term disability (over 180 days) that the City pays and offers an Aflac type provider for short term disability that the employee may select and pay for themselves

5. On Ul, do you pay as you go or budget a % of salary? a. Answer: % of salary

6. Other feedback on meeting SDI and Ul costs in the budget?


Thank you.

WINTERS fa//-/ / M / a

Colleagues:

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John Herrera


May Tan <[email protected]> Wednesday, July 23, 2014 3:31 PM John Herrera RE: SDI and SUI

John,

Please see below

May Tan, Accounting/Auditing Supervisor City of Lynwood 11330 Bullis Road Lynwood, CA 90262

From: Members rmailto:members-bounces(5icsmfo.orq1 On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: [email protected] Subject: [Members] SDI and SUI

Colleagues:




a. Answer: yes 2. If yes, does the employee pay it?

a. Answer: no. Employer pays 3. If no, do you offer LTD or some other benefit in lieu of SDI?



a. Answer: pay as you go 6. Other feedback on meeting SDI and Ul costs in the budget?


Thank you.


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John Herrera


Mary Saenz < [email protected] > Wednesday, July 23, 2014 3:32 PM John Herrera RE: SDI and SUI

See my responses below.

Thanks, Mary

Mary H. Saenz, CPA Director of Finance San Gabriel Basin Water Quality Authority 1720 W. Cameron Ave., Suite 100 West Covina, CA 91790 (626) 338-5555 Phone (626) 338-5775 Fax marvPwga.com www.waa.com

From: Members rmailto:[email protected]] On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: [email protected] Subject: [Members] SDI and SUI

Colleagues:




a. Answer: YES 2. If yes, does the employee pay it?

a. Answer: YES (through payroll withholding) 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: we also offer LTD in additional to SDI. The employer pays the LTD 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: LTD 5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: It is budgeted, but we do pay as we go. 6. Other feedback on meeting SDI and Ul costs in the budget?

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John Herrera


Linda Scholink <[email protected]> Wednesday, July 23, 2014 3:41 PM John Herrera RE: [Members] SDI and SUI

Linda K. Scholink Director of Administrative Services/City Cierk City of Sand City it 1 Sylvan Park Sand City, CA 93955 831-394-3054 (phone) 831-394-2472 (fax)

From: Members rmailto:members-bounces(g)csmfo.orq] On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: [email protected] Subject: [Members] SDI and SUI

Colleagues:




a. Answer: No 2. If yes, does the employee pay it?


a. Answer: Yes 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: LTD policy- has a 90 waiting policy 5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: We budget 6. Other feedback on meeting SDI and Ul costs in the budget?


Thank you.

John Herrera, CPA Finance Director (Interim) CITY OF GOLETA

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John Herrera

Subject:

Sent: To: Cc:

From: Tina Reza <[email protected]> Wednesday, July 23, 2014 3:42 PM John Herrera Kevin Riper RE: [Members] SDI and SUI

Hello,

We do not use state disability through EDD. We have a separate policy for short term and long term disability, with Standard Insurance. The employer pays the premium. We do not pay as we go with unemployment insurance, but have a reimbursement arrangement. We reimburse the State for any unemployment claims during the quarter that are attributed to Morgan Hill employment. We use an internal service fund charge to collect funds in order to pay the quarterly statement.

Hope this helps!

Tina Reza City of Morgan Hill

From: Members [mailto:[email protected] On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: [email protected] Subject: [Members] SDI and SUI




a. Answer: 2. If yes, does the employee pay it?




a. Answer:



Thank you.

John Herrera, CPA Finance Director (Interim)

Colleagues:

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John Herrera

From: Greene, Kevin <[email protected]> Sent: Wednesday, July 23, 2014 3:56 PM To: John Herrera Subject: RE: SDI and SUI

We offer LTD in lieu of SDI

Kevin Greene Accounting Manager Orange County Water District 18700 Ward Street, Fountain Vailey, CA 92708 tel: (714) 378-3283 emaii: [email protected]

W R S Twitter

Follow OCWD on

arCE I93.i

www.ocwd.com www.gwrsvstem.com

From: Members [mailto:members-bounces(g)csmfo.orq1 On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: [email protected] Subject: [Members] SDI and SUI

Colleagues:



1. Does your City meet the SDI requirements through a payment to EDD? a. Answer:

2. If yes, does the employee pay it? a. Answer:

3. If no, do you offer LTD or some other benefit in lieu of SDI? a. Answer:

4. If yes, what other benefit do you provide in lieu of SDI and who pays it? a. Answer:

5. On Ul, do you pay as you go or budget a % of salary? a. Answer:



Thank you.

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John Herrera


Darlene Thompson <[email protected]> Wednesday, July 23, 2014 4:50 PM John Herrera RE: SDI and SUI

Hi John,

Here's my comments. Call if you want more detail information.

Darlene Thompson, CPA Finance Director City of Tulare 411 East Kern Avenue Tulare, CA 93274 559.684.4255 559.685.5691 fax


Colleagues:



1. Does your City meet the SDI requirements through a payment to EDD? a. Answer: \Ne have only one unit subject to SDI. It was their election to be subject to SDI.

2. If yes, does the employee pay it? a. Answer. SDI is paid by the employee. If the city pays on behalf of the employee, it is considered

additional compensation 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: For employees not covered by SDI (misc management) the city's provides a LTD and the premium that the city pays is taxable to the employee. The employees elected to make the premium taxable to them so if they receive benefits, the benefits would be non-taxable. If the employees did not pay taxes on the premium and they receive benefits, the benefits would be taxable. Our police and fire union provide the LTD for their members, not the city.

4. If yes, what other benefit do you provide in lieu of SDI and who pays it? 1

John Herrera


Jerry Merritt <[email protected]> Wednesday, July 23, 2014 5:49 PM John Herrera RE: SDI and SUI

John,

See below.


Colleagues:




a. Answer: NO 2. If yes, does the employee pay it?

a. Answer: YES, employee pays SDI each payroll 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: NO 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: NO 5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: Pay as you go/based on claims filed with EDD 6. Other feedback on meeting SDI and Ul costs in the budget? SDI is an employee tax - we do not budget; Ul is

budgeted as a %age but paid only when EDD invoices


Thank you.


1

John Herrera


Dave Warren <[email protected]> Thursday, July 24, 2014 7:58 AM John Herrera Fwd: [Members] SDI and SUI

Hi John,

Please see my response below. Thank you, and best of luck with your survey.

Dave

Dave Warren Director of Finance City of Placerville 3101 Center Street Placerville, CA 95667 P. 530.642.5556 F. 530.642.5255

Mondav through Thursday: 7:30 AM to 5:00 PM Fridays: 8:00 AM to 3:00 PM

Forwarded message From: John Herrera <[email protected]> Date: Wed, Jul 23, 2014 at 3:20 PM Subject: [Members] SDI and SUI To: "members(Sicsmfo.org" <members(S)esmfo.org>

Colleagues:


Please help us with these questions i f applicable to your organization:

Please note the City's new office hours are asfolloM's:

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John Herrera


DeAnn Hailey <[email protected]> Thursday, July 24, 2014 9:10 AM John Herrera RE: SDI and SUI

John,

See my answers below.

DeAnn Hailey Controller Fresno Irrigation District 2907 S, Maple Avenue Fresno, CA 93725 Phone: (559) 233-7161 x7201 Fax: (559) 233-7708 email: dhailev(5).fresnoirrigation.com

From: Members rmailto:members-bounces(@c$mfo.orq1 On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: members(S)csmfo.orq Subject: [Members] SDI and SUI

Colleagues:





a. Answer: N/A 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: Yes 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: Short-Term and Long-Term Disability, District pays 5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: We accrue the liability monthly and pay the liability quarterly 6. Other feedback on meeting SDI and Ul costs in the budget?

We calculate the budget for SUI by employee. The budget is heavy in the first 3 months of the year (Jan-Mar).


Thank you.

John Herrera, CPA

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John Herrera


Hannah Chung <[email protected]> Thursday, July 24, 2014 10:59 AM John Herrera RE: SDI and SUI

Hccywiah/Chivng-, Finance Director City of Tehachapl 115 South Robinson Street Tehachapl, CA 93561 Phone: (661) 822-2200 Ext. 112 Fax: (661) 822-2249

www.liveuptehachapi.com


Colleagues:




a. Answer: Yes. 2. If yes, does the employee pay it?

a. Answer: Yes. 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: N/A 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

5. On Ul, do you pay as you go or budget a % of salary? a. Answer: The City pays after each payroll.



Thank you.

HEHACHAPI Live Up.

Answer: none.

John Herrera, CPA Finance Director (Interim)

John Herrera


Teresa McBroome <[email protected]> Thursday, July 24, 2014 12:48 PM John Herrera RE: SDI and SUI

HiJohn,

Please see my responses below.

I hope that you're doing well!

Teresa

From: Members rmailto:[email protected]] On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: members(S)csmfo.orq Subject: [Members] SDI and SUI

Colleagues:





a. Answer: Yes, through a separate company except the City is paying for the management, professional and confidential employees, which was just recently negotiated.

3. If no, do you offer LTD or some other benefit in lieu of SDI? a. Answer: The employees also pay for this except for the management, professional and confidential

employees. 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: -5. On Ul, do you pay as you go or budget a % of salary?

a. Answer: We do not budget for this, but may in the future as we are seeing an increase in unemployment claims.



Thank you.


1

John Herrera

From: Jody Kershberg <[email protected]> Sent: Friday, July 25, 2014 9:36 AM To: John Herrera Subject: RE: SDI and SUI

Jody Kershberg Deputy Director/Fiscal Services 805 583-6725 805 583-6341 (fax)

From: Members rmailto:[email protected]] On Behalf Of John Herrera Sent: Wednesday, July 23, 2014 3:21 PM To: members(g)csmfo.orq Subject: [Members] SDI and SUI

Colleagues:




a. Answer: Yes; it is applicable to General Unit employees only 2. If yes, does the employee pay it?

a. Answer: General Unit employees pay 3. If no, do you offer LTD or some other benefit in lieu of SDI?

a. Answer: Yes, it is applicable to Management and Sworn employees only 4. If yes, what other benefit do you provide in lieu of SDI and who pays it?

a. Answer: The City pays the premiums for Long-term and Short-term Disability plans which cover Management and Sworn employees

5. On Ul, do you pay as you go or budget a % of salary? a. Answer: Unemployment costs are paid based on actual experience / billings from the State; no

contribution to SUI are computed based on salary. 6. Other feedback on meeting SDI and Ul costs in the budget?


Thank you.


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john herrera - csmfomedia.csmfo.org/wp-content/uploads/2014/08/img008.pdf · 2014. 8. 5. ·...

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