Contract Consultancy

							City of Calgary
Staying connected with The City
Post Retirement




                      APTEA Presentation   1
Presenters
• Deb Mayberry
  – Business Partner, Human Resources


• Lisa Ludwig
  – Purchasing Agent, Supply Management,
    Finance & Supply




                 APTEA Presentation        2
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




                   APTEA Presentation       3
Baby boomers will reshape
‘retirement’




            APTEA Presentation   4
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‟


                                       APTEA Presentation                        5
City of Calgary Core Workforce Age Distribution                           2000
                January 01 2007
25%
            Average Age
                                                                          2001
            2000: 43.9
20%         2001: 44.1
            2002: 44.1
            2003: 44.4                                                    2002
15%         2004: 44.6
            2005: 44.7
            2006: 44.9
                                                                          2003
10%         2007: 45.0

                                 Freedom 55
                                 In 2007: 16% of core w orkforce
 5%                              55 or older.                             2004
                                 In 2000: 10% w here in that
                                 age range.
 0%                                                                       2005
      <20    20-   25-    30-   35-   40-   45-   50-   55-   60-   65+
             24    29     34    39    44    49    54    59    64

                                                                          2006



                                                                          2007


                                APTEA Presentation                               6
Eligible to Retire Next 5 years
  25%


  20%
              Average Age
              2007: 45.0

  15%


  10%


  5%                                                                   37%



  0%
        <20    20-24   25-29   30-34   35-39   40-44   45-49   50-54   55-59   60-64   65+



                                  APTEA Presentation                                         7
Why the City is different
Retirement 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


                    APTEA Presentation              8
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!”



                   APTEA Presentation                9
Why retirees are valuable
• Knowledge and experience
• Corporate networks and knowledge
• Understanding of organizational dynamics
  and culture
• Commitment and loyalty - vested




                 APTEA Presentation      10
Staying connected after
‘Retirement’ -Options
1. Retiree Pool (REEP)
2. Rehire Contract – employment contract
3. Consultancy – must meet specific Supply &
   Procurement criteria
4. Normal Hire –      coming back thru competitive
   process
5. Volunteer


                      APTEA Presentation             11
Retired Employee’s 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

                        APTEA Presentation                     12
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 applicant‟s resumes to
  hiring manager
• Manager contacts suitable candidates for an
  interview or immediately hire

                   APTEA Presentation              13
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

                       APTEA Presentation   14
 Rehirement Contract
• Purpose: Address critical succession issues with limited
  application
• Not an entitlement
• Limited application (1 year @ 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 individual‟s value not to
  exceed total compensation before retirement
• Formal employment contract developed.


                       APTEA Presentation                    15
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

                   APTEA Presentation          16
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
                      APTEA Presentation               17
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
                  APTEA Presentation            18
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

                  APTEA Presentation         19
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 province‟s
  people, investments and goods

                  APTEA Presentation        20
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

                       APTEA Presentation                  21
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
                   APTEA Presentation            22
         Supply Management
Consulting Services

Phone:     403-268-5540 (Reception)

Location: Manchester City Complex
          677 25th Ave SE, #8140
          2nd Floor, Bldg “U”
          Calgary, AB T2G 4K8
          Attention: Consulting Services
                   APTEA Presentation      23
Grass isn‟t 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

                   APTEA Presentation           24
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


                     APTEA Presentation           25
Part-time and Seasonal options
• Parks and Recreation
  – Fitness instructors
  – Seniors Advisors
  – Playground
    supervision
  – Golf courses
• Transit
  – Drivers
  – Stampede fare
    collectors
                     APTEA Presentation   26
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




                APTEA Presentation       27
Volunteer Opportunities

    Pathway                  Adopt –a park




     Tours                Union Cemetery
                          Tours


              APTEA Presentation             28
Success in Retirement
• Financial is one piece of puzzle
  – Know what you get
  – Know what you need
• Social
• Health
  – Physical
  – Mental

                APTEA Presentation   29
Success in Retirement
Resources
• Local Authorities Pension Plan
  – Lapp.ca
• Supplementary Pension Plan               (F and
 above)
  – AON Consulting
• Retiree Benefits –           to age 65
  – Calgary.ca/benefits



                      APTEA Presentation            30