City of Calgary

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City of Calgary
Staying connected with The City Post Retirement
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Presenters

• Deb Mayberry
• Business Partner, Human Resources
• Lisa Ludwig
• Purchasing Agent, Supply Management, Finance
  Supply

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Retiree Defined

• Retiree the right term?
• For our purposes has terminated employment
  from the City of Calgary for purposes of
  accessing a pension
• Local Authority Pension or
• Special Forces Pension

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Baby boomers will reshape retirement
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Closing the Tap on Brain Drain

• Canadians plan to retire at age 60
• 1 in 5 retirees would consider returning to work
• Workplaces that support older workers
• - technology
• - flexible work arrangements
• - valued by organization
• - sense of identity
• Desjardin-Financial Security Perfect Garden
  The Psychology of Retirement

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Eligible to Retire Next 5 years
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Why the City is differentRetirement Incentive

• Defined benefit not defined contribution
• LAPP provides an unreduced pension with 85 pts
  and as early as age 55
• Best predictor of retirement is age 55
• Generous early retirement provisions in pension
• Early retirement at age 55,
• Our employees are maximizing their pension as
  soon as possible

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Internal Pulse Measured

• Focus groups (04) tested long service employees
  willingness to work after retirement
• 80 indicated interest (75 with The City)
• A significant majority indicated a requirement
  for flexibility to return to work
• Clear message We know our value!

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Why retirees are valuable

• Knowledge and experience
• Corporate networks and knowledge
• Understanding of organizational dynamics and
  culture
• Commitment and loyalty - vested

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Staying connected after Retirement -Options

• Retiree Pool (REEP)
• Rehire Contract employment contract
• Consultancy must meet specific Supply
  Procurement criteria
• Normal Hire coming back thru competitive
  process
• Volunteer

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Retired Employees Employment Pool (REEP)

• Connects retirees interested in working with
  managers hiring for short term, non-union
  assignments (work overload, vacation, project
  assignments)
• Retired at least 90 days before first assignment
• Compensation based on the pay established for the
  work (i.e. position rating)
• No obligation to accept assignment and no
  obligation for managers to extend an offer of
  assignment
• Retiree can join at retirement or a later date

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How REEP Works

• Leverage our existing internal temporary
  placement service
• Hiring manager can select to search REEP for a
  suitable candidate for non-union work prior to
  formal posting
• REEP Coordinator sends postings to REEP members
  who apply simply by replying
• REEP Coordinator sends applicants resumes to
  hiring manager
• Manager contacts suitable candidates for an
  interview or immediately hire

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Benefits

• REEP members have City work experience (i.e.
  Contacts, processes, structure)
• Opportunity for retirees to supplement income
• Costs are no greater than normal hire training
  period short
• Provides a flexible, trained workforce capable of
  filling contingency roles

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Rehirement Contract

• Purpose Address critical succession issues with
  limited application
• Not an entitlement
• Limited application (1 year _at_ no additional cost)
• Retire Friday Start Monday
• Target - non-union individual because of
  knowledge, role in a project or to facilitate
  succession/knowledge transfer
• Compensation reflective of individuals value not
  to exceed total compensation before retirement
• Formal employment contract developed.

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Balancing Risks Rewards

• Application it has successfully bridged
  succession gaps in several key areas
• Employees feel they have left The City on good
  terms
• Provides time to find and transition suitable
  candidate without service impacts
• Cost no more than had the employee postponed
  retirement by one year
• Employee has a year of full salary PLUS pension

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Consultancy

• Set-up registered business
• Incorporated, limited, sole proprietorship or
  partnership
• CRA RC4110 - Employee or Self Employed?
• www.cra-arc.gc.ca
• Get GST number (CRA)
• Must be in company name
• Submit
• Blank invoice with company letterhead, including
  name, address, phone, fax, e-mail and GST number

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Master Consultants Agreement (MCA)

• Issued by Supply
• Must be signed and returned to Supply (MC 8140)
• All documents submitted must be in company name
• Insurance
• Commercial General Liability (CGL) of 2M
• Professional Liability (PL) if required

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Trade, Investment, and Labour Mobility Agreement
(TILMA)

• Signed agreement between the provinces of BC and
  Alberta to ensure Trade, Investment, and Labour
  Mobility are liberalized, fair, open and
  transparent.
• Effective to M.A.S.H. Sector April 1st 2009
• Further information www.tilma.ca

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Goals of TILMA

• No obstacles government measures will not
  restrict or impair trade, investment or labour
  mobility between the two provinces
• Non-discrimination there will be no preferential
  treatment of a provinces people, investments and
  goods

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TILMA Tender Requirements

• Thresholds
• 75,000 Goods Services
• 200,000 Construction
• Tenders
• must be posted for procurement of Goods,
  Services, and Construction whenever the
  requirements exceed the stated thresholds
• notices must be posted through electronic means
  Alberta Purchasing Connection (APC) MERX
• Length of Contract cannot be open ended, must
  have a completion / end date

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Obtaining a Purchase Order

• To be considered for hire
• Determine type of work you will provide
• Determine the cost of your services
• Submit a quote or proposal for the work to the
  interested Business Unit representative
• Projects over 25,000 require a business case to
  justify the appointment
• Over 75,000 require tender process

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Supply Management

• Consulting Services
• Phone [phone] (Reception)
• Location Manchester City Complex
• 677 25th Ave SE, 8140
• 2nd Floor, Bldg U
• Calgary, AB T2G 4K8
• Attention Consulting Services

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Grass isnt green

• The City is an attractive employer for mid-career
  hires
• Offers
• Competitive wages
• Good benefit and pensions
• Flexible work arrangements
• Challenging, interesting work
• An opportunity to contribute to community

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Return via competitive process

• Retirees wishing to return to work are well
  positioned for a competitive process
• Many opportunities to take part in on-call,
  seasonal, or regular work
• Normal employment recruitment processes followed.
• Summit application to open competitions
• Treated as external candidate

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Part-time and Seasonal options

• Parks and Recreation
• Fitness instructors
• Seniors Advisors
• Playground supervision
• Golf courses
• Transit
• Drivers
• Stampede fare collectors

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Volunteer Opportunities

• Share your knowledge and interest in Calgary's
  government and history
• Meet new people who share your interests
• Stay involved in your community
• Limited time commitment

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Volunteer Opportunities
Pathway
Adopt a park
Tours
Union Cemetery Tours
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Success in Retirement

• Financial is one piece of puzzle
• Know what you get
• Know what you need
• Social
• Health
• Physical
• Mental

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Success in RetirementResources

• Local Authorities Pension Plan
• Lapp.ca
• Supplementary Pension Plan (F and above)
• AON Consulting
• Retiree Benefits to age 65
• Calgary.ca/benefits