IN THE SUPREME COURT OF THE STATE OF OREGON

EVERICE MORO; TERRI DOMENIGONI; CHARLES CUSTER; JOHN
HAWHINS; MICHAEL ARKEN; EUGENE DITTER; JOHN O'KIEF;
MICHAEL SMITH; LANE JOHNSON; GREG CLOUSER; BRANDON
SILENCE; ALISON VICKERY; and JIN VOEK,
PETITIONERS,
v .
STATE OF OREGON; STATE OF OREGON, by and through the
Department of Corrections; LINN COUNTY; CITY OF PORTLAND;
CITY OF SALEM; TUALATIN VALLEY FIRE. &RESCUE;
ESTACADA SCHOOL DISTRICT; OREGON CITY SCHOOL
DISTRICT; ONTARIO SCHOOL DISTRICT; BEAVERTON SCHOOL
DISTRICT; WEST LINN SCHOOL DISTRICT; BEND SCHOOL
DISTRICT; and PUBLIC EMPLOYEES RETIREMENT BOARD,
RESPONDENTS,
and
LEAGUE OF OREGON CITIES; OREGON SCHOOL BOARDS
ASSOCIATION; and ASSOCIATION OF OREGON COUNTIES,
INTERVENORS,
and
CENTRAL OREGON IRRIGATION DISTRICT,
INTERVENOR BELOW.
Case No. S061452
(Control)
August, 2014
August 25, 2014 11:58 AM
WAYNE STANLEY JONES,
PETITIONER,
v .
PUBLIC EMPLOYEES RETIREMENT BOARD, ELLEN ROSENBLUM,
Attorney General; and JOHN A. KITZHABER, Gov ernor,
RESPONDENTS.
Case No. S061431
MICHAEL D. REYNOLDS,
PETITIONER,
~ ~ ~
PUBLIC EMPLOYEES RETIREMENT BOARD, State of Oregon; and
JOHN A. KITZHABER, Gov ernor, State of Oregon,
RESPONDENTS.
Case No. S061454
GEORGE A. RIEMER,
PETITIONER,
v .
STATE OF OREGON; OREGON GOVERNOR JOHN KITZHABER,
OREGON ATTORNEY GENERAL ELLEN ROSENBLUM; OREGON
PUBLIC EMPLOYEES RETIREMENT BOARD; and OREGON
PUBLIC EMPLOYEES RETIREMENT SYSTEM,
RESPONDENTS.
Case No. 5061475
August, 2014
GEORGE A. RIEMER,
PETITIONER,
~ ~ ~
STATE OF OREGON, OREGON GOVERNOR JOHN KITZHABER,
OREGON ATTORNEY GENERAL ELLEN ROSENBLUM; PUBLIC
EMPLOYEES RETIREMENT BOARD; and PUBLIC EMPLOYEES
RETIREMENT SYSTEM,
RESPONDENTS.
Case No. S061860
RESPONDENT CITY OF PORTLAND'S ANSWERING BRIEF
AND EXCERPTS OF RECORD
Appeal from Ju di c i al Revi ew ( Ori g i nal Proc eedi ng )
Oreg on Laws 2013, Chapter 53 ( Senate Bi ll 822)
Oreg on Laws 2013, Chapter 2 ( Spec i al Sessi on) ( Senate Bi 11861)
HARRY AUERBACH, OSB #821830
Chi ef Depu ty Ci ty Attorney
KENNETH A. Mc GAIR, OSB #990148
Depu ty Ci ty Attorney
Offi c e of Ci ty Attorney
1221 SW Fou rth Avenu e, Room 430
Portland, OR 97204
Telephone: ( 503) 823-4047
Fac si mi le: ( 503) 823-3089
Harrv.Au erbac h( a,portlandore~on. o~v
Attorney fog Respondent
Ci ty of Portland
GEORGE A RIEMER
Ari zona CJC
1501 W. Washi ng ton Street, Su i te 229
Phoeni x, AZ 85007
Telephone: ( 623-238-5039
Pao Se Peti ti oner
GREGORY HARTMAN, OSB #741283
ARLTNA A. MASIH, OSB #973241
Bennett, Hartman, Morri s &Kaplan
210 SW Morri son Street, Su i te 500
Portland, OR 97204
Telephone: ( 503) 227-4600
Fac si mi le: ( 503) 248-6800
hartmang z( a~bennetthartman. c om
masi ha( a~bennetthartman.c o,
Attorneys fog Peti ti oners Ai ken,
Clou ser, Cu ster, Di tte~, Domeni g oni ,
Hawki ns, Johnson, Moro, O'Ki ef,
Si li enc e, Smi th, Vi c kery and Doc k
Au g u st, 2014
ANNA M. JOYCE, OSB #013112
So l i c i t o r Gener al
KEITH L. KUTLER, OSB #852626
As s i s t ant At t o r ney Gener al
NIICHAEL A. GASPER, OSB #062000
As s i s t ant At t o r ney Gener al
Depar t ment o f Ju s t i c e
1162 Co u r t St r eet NE
Sal em, OR 97301
Tel epho ne: (503) 378-4402
MATTHEW MERRITT, OSB #122206
As s i s t ant At t o r ney Gener al
Depar t ment o f Ju s t i c e
1515 SW 5th Avenu e, Su i t e 410
Po r t l and , OR 97201
Tel epho ne: (503) 378-4402
At t o r neys fo g Res po nd ent s El l en
Ko s enbl u m, Pu bl i c Empl o yees
Ret i r ement Sys t em, Jo hn A.
Ki t z haber , St at e o f Or ego n, Pu bl i c
Empl o yees Ret i r ement Bo ar d
WAYNE STANLEY JONES
18 No r t h F o x hi l l Ro ad
No r t h Sal t Lake, UT 84054
Tel epho ne: (801) 296-1552
Pr o Se Pet i t i o ner
J. MICHAEL PORTER, OSB #003560
Mi l l er Nas h LLP
111 SW 5th Avenu e, Su i t e 3400
Po r t l and , OR 97204
Tel epho ne: (503) 205-2330
At t o r ney fo g Res po nd ent Beaver t o n
Sc ho o l Di s t r i c t
EDWARD H. TRONII'KE, OSB #843653
Jo r d an Rami s PC
2 Cent er po i nt e Dr i ve, 6t h F l o o r
Lake Os wego , OR 97035
Tel epho ne: (503) 598-7070
At t o r ney fo g Res po nd ent Tu al at i n
V al l ey F i r e &Res c u e
CRAIG CRISPIN, OSB #824852
Cr i s pi n Empl o yment Lawyer s
1834 SW 58~ ' Avenu e, Su i t e 200
Po r t l and , OR 97221
Tel epho ne: (503) 293-5759
At t o r ney fo g Ami c u s Cu r i ae, AARP
LISA M. F REILEY, OSB #912763
Qr ego n Sc ho o l Bo ar d As s o c i at i o n
1201 Co u r t St r eet NE
PO Bo x 1068
Sal em, OR 97308
Tel epho ne: (503) 588-2800
WILLIAM F . GARY, OSB #770325
SHARON RUDIV ICK, OSB #830835
Har r ang Lo ng Gar y Ru d ni c k PC
360 E. 10~ ' Avenu e, Su i t e 300
Eu gene, OR 97401
Tel epho ne: (51) 485-0220
At t o r neys fo r Res po nd ent s Beaver t o n
Sc ho o l Di s t r i c t , Es t ac ad a Sc ho o l
Di s t r i c t , Or ego n Ci t y Sc ho o l Di s t r i c t ,
Ont ar i o Sc ho o l Di s t r i c t , Wes t Li nn
Sc ho o l Di s t r i c t and Bend Sc ho o l
Di s t r i c t , and fo g Int er veno r Or ego n
Sc ho o l Bo ar d s As s o c i at i o n and
As s o c i at i o n o f Or ego n Co u nt i es
Au gu s t , 2014
DAlvIEL B. ATCHISON, OSB # 0 4 0 4 2 4
KENNETH S. MONTOYA, OSB# 0 64 4 67
Ci t y At t o r n e y ' s Of f i c e
555 Li b e r t y St r e e t SE, Su i t e 2 0 5
Sale m, OR 9730 1
Te le pho n e : (50 3) 588-60 0 3
At t o r n e y f o r Re s po n de n t Ci t y o f
Sale m
EUGENE KARANDY II, OSB # 972 987
Of f i c e o f t he Li n n Co u n t y At t o r n e y
10 4 4 t h SW, Ro o m 12 3
Alb an y , OR 9732 1
Te le pho n e : (54 1) 967-384 0
ROB BOVETT, OSB # 910 2 67
As s o c i at i o n o f Or e go n Co u n t i e s
12 0 1 Co u r t St r e e t NE, Su i t e 30 0
Sale m, QR 9730 1
Te le pho n e : (50 3) 585-8351
At t o Nn e y s f o g Re s po n de n t Li n n
Co u n t y
MICHAEL D. REYNOLDS
At t o r n e y at Law
80 12 Su n n y s i de Ave n u e N.
Se at t le , WA 9810 3
Te le pho n e : (2 0 6) 910 -6568
Pr o Se Pe t i t i o n e r
SARAH K. DRESCHER, OSB # 0 4 2 762
Te de s c o Law Gr o u p
30 2 1 NE Br o adway
Po r t lan d, OR 972 32
Te le pho n e : (50 3) 697-60 15
At t o r n e y f o ~Ami c u s Cu r i ae
In t e r n at i o n al As s o c i at i o n o f Fi r e
Fi ght e r s
W. MICHAEL GILLETTE, OSB# 660 4 58
SARA KOBAK, OSB # 0 2 34 95
LEORA COLEMAN-FIRE, OSB# 113581
WILLIAM B. CROW, OSB # 610 180
Sc hwab e Wi lli ams o n &Wy at t PC
12 11 SW 5t h Ave n u e , Su i t e 190 0
Po r t lan d, OR 972 0 4
Te le pho n e : (50 3) 2 2 2 -9981
At t o r n e y s f o r In t e r ve n o r Le agu e o f
Or e go n Ci t i e s
Ho n . St e phe n K. Bu s ho n g
Spe c i al Mas t e r
Mu lt n o mah Co u n t y Ci r c u i t Co u r t
10 2 1 SW 4 th Ave n u e
Po r t lan d, OR 972 0 4
Au gu s t , 2 0 14
1
TABLE OF CONTENTS
Page
1
STATEMENTOFTHE CASE
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. NATURE OF THE PROCEEDING AND THE RELIEF
SOUGHT
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
2. QiJESTIONS PRESENTED ON APPEAL
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
3. SUMMARY OF THE ARGUMENT
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4. STATEMENT OF THE FACTS
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
ARGUIV~NT
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
A. The City Does Not Have A Statu tor y Contr act With Petitioner s. . . . . . . . 6
B. Ther e Was No Legisl ative Pr omise To Maintain The COLA. . . . . . . . . . 10
C. Petitioner s Did Not Rel y On The COLA
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
D. SB 822 and SB 861 Do Not Impair The COLA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
E. Pension Benef its Ar e Not "Wages. "
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
CONCLUSION
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
EXCERPTS OF RECORD
APPENDIX
1 1
TABLE OF AUTHORITIES
Cases Page
Al l en v . Coun ty of Jackson Coun ty,
1 91 Or App 1 85, 82 Pad 628 (2003) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6, 1 7
Al l en v . Coun ty of Jackson ,
1 69 Or App 1 1 6, 7 P3 d 739 (2001 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6, 1 7
Eckl es v . State,
306 Or 380, 760 P2d 846 (1 988) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, 1 1 , 1 3
ForN ester v . Ci ty of Hi l l sb oro,
1 56 Or 89, 66 P2d 496 (1 937) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Kan tor v . Boi se Cascade Copp. ,
75 Or App 698, 708 P2d 356 (1 985), rev den , 300 Or 506,
71 3 P2d 1 058 (1 986) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7, 1 8
LaG~an de/Astori a v . PERK,
281 Or 1 37, 576 P2d 1 204, adhered to on ~^ ehea~i n g, 284 Or 1 73,
586 P2d 765 (1 978) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
PGE v . SOLI,
31 7 Or 606, 859 P2d 1 1 43 (1 993) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7
State ex gel Rob erts v . Pub l i c Fi n an ce Co. ,
294 Or 71 3, 662 P2d 330 (1 983) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3
State v . Cochran ,
55 Or 1 57, 1 04 P 884 (1 909) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1
Stov al l v . State,
324 Or 92, 922 P2d 646 (1 996) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7, 8, 9
Stun k v . PERK,
341 Or 1 75, 1 39 Pad 956 (2006) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Stun k v . PERS,
338 Or 1 45, 1 08 Pad 1 058 (2005) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6
Tayl or v . Mul tn omah Coun ty Sheri ff' s Reti remen t Board,
265 Or 445, 51 0 P2d 339 (1 973) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7, 1 4
1 1 1
Walker v . American O p t ical C o rp . ,
265 O r 327, 509 P2d 439 (1 973) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . 1 7
Winkleb leck v . C it y o f Po rt land,
1 47 O r 226 31 P2d 637 1 934 . . . . . . . . . . . . . . . . . . . . 9
C o ns t it u t io nal Pro v is io ns
O rego n C o ns t it u t io n, Art icle I I I , s ect io n 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1
O rego n C o ns t it u t io n, Art icle XI , s ect io n 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7, 8
S t at u t es
O RS 23 8. 3 60 (201 1 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, 5, 1 5
O RS 23 8A. 21 0 (201 1 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, 6, 1 5
O RS 238A. 400 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6
O RS C hap t er 652 . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
O RS 652. 1 1 0 t o 652. 200 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
O RS 652. 1 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6
O RS 652. 1 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7, 1 8, 1 9
O RS 652. 1 90 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 8, 1 9
O RS 652. 200 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 , 1 7
O RS 652. 200(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . 1 6, 1 7, 1 8, 1 9
O RS 652. 61 0(3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7
O RS 652. 61 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6
O RS 656. 200(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2, 4, 21
O rego n Laws 1 971 , chap t er 738, s ect io n 1 1 . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2
O rego n Laws 1 973, chap t er 695, s ect io n 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 3
O rego n Laws 201 3 (S p ecial S es s io n), chap t er 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 .
1V
Oregon Laws 2013, c h ap t er 53 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
S enat e B i l l 822 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1, 2, 4, 5, 15, 16 , 21
S enat e B i l l 86 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1, 2, 4, 5, 15, 16 , 21
Ot h er A u t h ori t i es
Rest at ement of Cont ac t s § 45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . 7, 13
Rest at ement (S ec ond) of Cont rac t s § 45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7, 13
Rest at ement (S ec ond) of Cont ac t s § 71(1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Rest at ement (S ec ond) of Cont rac t s § 71(2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
P ort l and Ci t y Ch art er, S ec t i on 8-104 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
B u reau ofLabor S t at i st i c s, CP I D et ai l ed Rep ort , D at a for Febru ary 2014. . . . . . . 15
STATEMENT OF THE CASE
1 . NATURE OF THE PROCEEDING AND THE RELIEF SOUGHT
This is an o r ig inal p r o c e e d ing , au t ho r iz e d by t he 201 3 Le g isl at u r e ,
t hr o u g h Se nat e Bi1 1 822 and Se nat e Bi1 1 861 . SB 822 and SB 861 mad e c hang e s
t o t he COLA and " t ax r e me d y" p r o v isio ns o f t he Pu bl ic Emp l o ye e s Re t ir e me nt
Syst e m (PERS). The se c o nso l id at e d p e t it io ns c hal l e ng e t he c o nst it u t io nal it y o f
SB 822 and SB 861 .1
As t o t he Cit y o f Po r t l and , c l aims ar e mad e by o ne r e t ir e d e mp l o ye e
(Mic hae l Ar ke n) and o ne c u r r e nt e mp l o ye e (J in Vo e ks).2 Pe t it io ne r s Ar ke n and
Vo e ks c l aim t hat t he c hang e s t o t he COLA in SB 822 and SB 861 imp air t he
o bl ig at io ns o f c o nt r ac t in v io l at io n o f t he Or e g o n and Unit e d St at e s
c o nst it u t io ns, t ake t he ir p r o p e r t y w it ho u t c o mp e nsat io n in v io l at io n o f t he
Or e g o n Co nst it u t io n, and br e ac h t he ir PERS c o nt r ac t s. Wit h r e sp e c t t o t he ir
br e ac h o f c o nt r ac t al l e g at io ns, p e t it io ne r s st yl e t he ir c l aim as a w ag e c l aim, and
t he y asse r t an e nt it l e me nt t o an aw ar d o f at t o r ne y fe e s u nd e r ORS 652. 200, and ,
al t e r nat iv e l y, al l e g e an e nt it l e me nt t o r e c o v e r t he ir at t o r ne y fe e s u nd e r t he
" c o mmo n fu nd " d o c t r ine .
1 SB 822 and SB 861 w e r e e nac t e d , r e sp e c t iv e l y, by Or e g o n Law s 201 3,
c hap t e r 53, and by Or e g o n Law s 201 3 (Sp e c ial Se ssio n), c hap t e r 2. Tho se ac t s
ar e se t o u t , infr a, at Ap p - l —Ap p -1 2.
2 The c ap t io n o f t his c ase l ist s t his p e t it io ne r as " J in Vo e k, " bu t his affid av it
g iv e s his name as " J in Vo e ks. " PER-7 . The Cit y w il l r e fe r t o him by t he l at t e r
name .
2
N e i t h e r Ar ke n nor Voe ks, nor any ot h e r p e t i t i one r , make s any c l ai m
ag ai nst t h e C i t y of P or t l and r e sp e c t i ng t h e " t ax r e me d y" p r ov i si on of SB 822.
Th i s C our t ap p oi nt e d a Sp e c i al M ast e r , t h e Honor abl e St e p h e n Bush ong ,
C i r c ui t Jud g e , wh o h e l d a h e ar i ng and i ssue d a R e p or t , i nc l ud i ng P r op ose d
F i nd i ng s of F ac t .
2. QUESTION S P R ESEN TED ON AP P EAL
Wi t h r e sp e c t t o t h e C i t y of P or t l and , t h i s c ase p r e se nt s t h e fol l owi ng
q ue st i ons:
A. Do t h e C OLA p r ov i si ons of SB 822 and / or SB 861
unc onst i t ut i onal l y i mp ai r t h e obl i g at i on of any c ont r ac t be t we e n p e t i t i one r
Ar ke n or p e t i t i one r Voe ks and t h e C i t y of P or t l and ?
B. Di d t h e C i t y of P or t l and unc onst i t ut i onal l y t ake any p r op e r t y of
p e t i t i one r Ar ke n or p e t i t i one r Voe ks t h r oug h t h e Or e g on Le g i sl at ur e ' s
e nac t me nt of SB 822 and / or SB 861?
C . Di d t h e C i t y of P or t l and br e ac h any c ont r ac t i t h ad wi t h e i t h e r
p e t i t i one r Ar ke n or p e t i t i one r Voe ks wh e n t h e Or e g on Le g i sl at ur e e nac t e d SB
822 and l or SB 861?
D. Ar e p e t i t i one r s' c l ai ms wi t h r e sp e c t t o t h e C OLA i nc r e ase s t o t h e i r
p e nsi on be ne fi t s " wag e " c l ai ms, for wh i c h t h e C our t may awar d at t or ne y fe e s
und e r OR S 656.200(2)?
3
3. SUMMARY OF THE ARGUMENT
Except a s more s peci f i ca l l y s et out i n th i s B ri ef , th e C i ty of P ortl a n d
a ccepts a n d a d opts th e a rgumen ts i n th e B ri ef s f i l ed by th e Sta te Res pon d en ts ,
th e C oun ty /Sch ool D i s tri ct Res pon d en ts , a n d th e Lea gue of Oregon C i ti es .
To th e exten t th e P ERS s ta tutes ev i d en ce a " con tra ct, " th e obl i gor on th a t
con tra ct i s th e Sta te, a n d n ot th e C i ty . P eti ti on ers Arken a n d Voeks h a v e
s ubmi tted n o ev i d en ce th a t th e C i ty of P ortl a n d ev er promi s ed th em th a t P ERS
or a n y bod y el s e woul d a l wa y s i n crea s e th ei r reti remen t ben ef i ts by 2% per y ea r.
In a n y ev en t, th e C OLA prov i s i on s of ORS 238. 360 (2011) a n d
238A. 210 (2011) a re n ot con tra ctua l obl i ga ti on s , beca us e th ere i s " n oth i n g
i n d i ca ti v e of a l egi s l a ti v e commi tmen t n ot to repea l or a men d th e s ta tutes ] i n
th e f uture. " Eckl es v . Sta te, 306 Or 380, 391, 760 P 2d 846 (1988). To th e
con tra ry , th e Legi s l a ture a men d ed th e ori gi n a l C OLA prov i s i on i n th e v ery n ext
s es s i on a f ter i t f i rs t en a cted i t. B oth peti ti on ers Arken a n d Voeks wen t to work
f or th e C i ty a n d beca me P ERS members a f ter th e Legi s l a ture en a cted a n d
a men d ed th e C OLA prov i s i on . To th e exten t th a t ei th er peti ti on er rel i ed on th e
s ta tutory prov i s i on f or C OLA i n crea s es i n h i s ul ti ma te pen s i on ben ef i ts a t th e
ti me h e un d ertook a n d perf ormed empl oy men t f or th e C i ty , both peti ti on ers
mus t be ch a rged wi th kn owi n g th a t, a s th e Legi s l a ture h a d a men d ed th es e
prov i s i on s bef ore th ey commen ced th ei r empl oy men t, i t reta i n ed th e a uth ori ty
to a men d th em i n th e f uture.
0
But th e r e i s no e v i d e nc e th a t e i th e r p e ti ti one r wa s e v e n a wa r e of , muc h
l e s s th a t e i th e r p e ti ti one r r e l i e d on, th e "p r omi s e " of s ta tutor y COLA i nc r e a s e s
i n ul ti ma te l y e a r ne d p e ns i on b e ne f i ts a t th e ti me - h e und e r took or p e r f or me d
e mp l oy me nt on b e h a l f of th e Ci ty . In th e a b s e nc e of r e l i a nc e , th e r e i s no
b a r g a i ne d f or c ontr a c tua l e nti tl e me nt to COLA i nc r e a s e s .
SB 822 a nd SB 861 d i d not s ub s ta nti a l l y i mp a i r a ny ob l i g a ti on to p a y
COLA i nc r e a s e s . P e ti ti one r s ' a r g ume nts a nd e v i d e nc e a s s ume th a t th e c os t of
l i v i ng a l wa y s wi l l i nc r e a s e , a nd a l wa y s b y a t l e a s t 2%. But, h i s tor i c a l l y , th e r e
h a v e b e e n e x te nd e d p e r i od s of d e f l a ti on, a nd i t c e r ta i nl y i s f or e s e e a b l e th a t, a t
s ome p oi nt, th e Cons ume r P r i c e Ind e x c oul d g o d own. SB 822 a nd SB 861
e l i mi na te th e p os s i b i l i ty th a t s uc h d e c r e a s e s i n CP I c oul d c a us e p e ti ti one r s '
b e ne f i ts to b e r e d uc e d , a nd p r ov i d e c e r ta i n COLA i nc r e a s e s , i r r e s p e c ti v e of a ny
c h a ng e s i n CP I. Suc h l e g i s l a ti v e s mooth i ng of th e COLA d oe s not s ub s ta nti a l l y
i mp a i r a ny ob l i g a ti on to p a y COLA i nc r e a s e s .
P e ti ti one r s ' c l a i ms r e g a r d i ng th e i r c ur r e nt or p ote nti a l p e ns i on b e ne f i ts
a r e not "wa g e " c l a i ms , a nd p e ti ti one r s a r e not e nti tl e d to a ttor ne y f e e s und e r
ORS 65 6. 200( 2) . Th e d e c i s i ons of th e Or e g on Cour t of Ap p e a l s wh i c h h a v e
h e l d oth e r wi s e a r e e r r one ous a s a ma tte r of l a w, b e c a us e th os e d e c i s i ons h a v e
not e x a mi ne d ORS i n th e c onte x t of th e r e s t of th e wa g e c l a i m s ta tute . Re a d i n
p r op e r c onte x t, "wa g e s , " f or p ur p os e s of th a t s ta tute , i s l i mi te d to p a y me nt f or
5
s e r v i c e s r e n d e r e d , d ue d ur i n g t h e p e r i o d o f e mp lo yme n t , an d d o e s n o t i n c lud e
p e n s i o n b e n e fi t s p ayab le aft e r r e t i r e me n t .
4. STATEMENT OF THE FACTS
Th e Ci t y g e n e r ally ac c e p t s t h e St at e me n t o f t h e Fac t s i n t h e St at e '
Re s p o n d e n t s ' An s we r i n g B r i e f. As t o t h e c lai ms ag ai n s t t h e Ci t y o f P o r t lan d ,
t h e fac t s ar e :
P e t i t i o n e r Mi c h ae l Ar ke n r e t i r e d fr o m e mp lo yme n t wi t h t h e Ci t y o f
P o r t lan d e ffe c t i v e Mar c h 1 , 2002, wi t h P ERS c r e d i t ab le s e r v i c e o f 21 ye ar s , 1 0
mo n t h s . He h as a P ERS b e n e fi c i ar y, wh o i s p r o j e c t e d t o o ut li v e h i m an d t o li v e
un t i l 2043. P e t i t i o n e r Ar ke n s ub mi t t e d an ac t uar i al e s t i mat e o f t h e i mp ac t s o f
SB 822 an d SB 861 t h at as s ume s t h at e v e r y ye ar , fr o m n o w t h r o ug h 2043, h e o r
h i s b e n e fi c i ar y wo uld b e e n t i t le d t o t h e maxi mum 2% COLA p r o v i d e d un d e r
ORS 238. 360 (201 1 ). P ER-I—P ER-6:3
P e t i t i o n e r J i n Vo e ks b e c ame a me mb e r o f P ERS un d e r t h e Or e g o n P ub li c
Se r v i c e Re t i r e me n t P r o g r am (OP SRP ) i n 201 1 . He h as a b e n e fi c i ar y, wh o i s
p r o j e c t e d t o o ut li v e h i m an d t o li v e un t i 1 207 6. P e t i t i o n e r Vo e ks s ub mi t t e d an
ac t uar i al e s t i mat e o f t h e e ffe c t s o f SB 822 an d SB 861 t h at as s ume s t h at h e wi ll
c o n t i n ue t o wo r k fo r t h e Ci t y o f P o r t lan d fo r an o t h e r 22 ye ar s , t h at fo r e ac h o f
3 Th e Ci t y o f P o r t lan d ' s Exc e r p t s o f Re c o r d ar e c i t e d i n t h i s B r i e f as "P ER. "
Th e St at e als o s ub mi t t e d e s t i mat e s fo r p e t i t i o n e r s Ar ke n an d Vo e ks , wh i c h h ad
s li g h t ly d i ffe r e n t as s ump t i o n s , b ut wh i c h p r o j e c t e d b e n e fi t s p ayab le t o
p e t i t i o n e r Ar ke n an d h i s b e n e fi c i ar y t h r o ug h 2042, an d t o p e t i t i o n e r Vo e ks an d
h i s b e n e fi c i ar y t h r o ug h 207 5. P ER-1 7 —P ER-24.
t h o s e 22 y e a r s , h e w i l l r e c e i v e a 3.75% pa y i n c r e a s e , t h a t h e w i l l r e t i r e i n 2036
( a t t h e a ge o f 53) , a n d t h a t h e o r h i s s u r v i v i n g b e n e fi c i a r y w o u l d b e e n t i t l e d t o
t h e ma xi mu m 2% COLA pr o v i de d u n de r ORS 238A.210 ( 2011) , e v e r y y e a r
fr o m 2037 t h r o u gh 2076. PER-7—PER-16.
N e i t h e r pe t i t i o n e r Ar ke n n o r pe t i t i o n e r Vo e ks s u b mi t t e d a n y e v i de n c e
de mo n s t r a t i n g: t h a t t h e Ci t y o f Po r t l a n d pr o mi s e d e i t h e r o f t h e m t h a t i t w o u l d
pa y 2% i n c r e a s e s i n t h e i r pe n s i o n b e n e fi t s fo r t h e i r l i v e s a n d/ o r t h e l i v e s o f t h e i r
b e n e fi c i a r i e s ; t h a t t h e Or e go n Le gi s l a t u r e pr o mi s e d t h e m t h a t i t w o u l d n e v e r
a me n d t h e me t h o d b y w h i c h COLAs w e r e c a l c u l a t e d o r pa i d t o PERS r e t i r e e s
o r t h e i r b e n e fi c i a r i e s ; o r t h a t e i t h e r o f t h e m kn e w a b o u t o r r e l i e d o n t h e COLA
pr o v i s i o n s w h e n ma ki n g t h e i r de c i s i o n s t o go t o w o r k fo r t h e Ci t y o f Po r t l a n d.
As fa r a s t h e r e c o r d di s c l o s e s , n o n e o f t h o s e t h i n gs h a ppe n e d.
ARGUMEN T
Th e Ci t y o f Po r t l a n d j o i n s i n a n d a do pt s t h e a r gu me n t s o f t h e St a t e
Re s po n de n t s , t h e Co u n t y / Sc h o o l D i s t r i c t Re s po n de n t s , a n d t h e Le a gu e o f
Or e go n Ci t i e s , e xc e pt a s s e t o u t b e l o w . Th e Ci t y o ffe r s t h e fo l l o w i n g a ddi t i o n a l
a r gu me n t , s pe c i fi c t o t h e c l a i ms o f pe t i t i o n e r s Ar ke n a n d Vo e ks .
A. Th e Ci t y
D o e s N o t Ha v e a St a t u t o r y Co n t r a c t w i t h Pe t i t i o n e r s .
Be fo r e t h e r e c a n b e a n y i mpa i r me n t o f a c o n t r a c t o r b r e a c h o f a c o n t r a c t ,
t h e r e fi r s t mu s t b e a c o n t r a c t . Pe t i t i o n e r s h a v e po i n t e d t o n o o r di n a n c e o r
c h a r t e r p r o v i s i o n un de r wh i c h t h e C i t y o f P o r t l a n d p r o mi s e d t o p a y t h e m 2%
C OLA a dj us t me n t s e v e r y y e a r o n t h e i r r e t i r e me n t b e n e fi t s .
To t h e e x t e n t t h a t S t o v a l l v . S t a t e , 324 Or 92, 120-25, 922 P 2d 646
(1996), h e l d t h a t t h e C i t y i s a p r o mi s o r o f P ERS b e n e fi t s o n t h e b a s i s o f i t s
s t a t ut o r y o b l i g a t i o n t o fun d t h e m, i t wa s wr o n g , fo r t h e fun da me n t a l r e a s o n t h a t
S t o v a l l fa i l e d t o i de n t i fy a n y c h a r t e r p r o v i s i o n o r o r di n a n c e b y wh i c h t h e C i t y
o b l i g a t e d i t s e l f t o a p a r t i c ul a r a mo un t o r fo r mul a fo r de t e r mi n a t i o n o r p a y me n t
o f i n di v i dua l r e t i r e me n t b e n e fi t s .
Th e un de r p i n n i n g o f p e t i t i o n e r s ' c l a i ms i s t h a t t h e r e i s a s t a t ut o r y
c o n t r a c t un de r wh i c h t h e y h a v e b e e n p r o mi s e d 2% C OLA i n c r e a s e s e v e r y y e a r
o n t h e i r P ERS b e n e fi t s . Th a t a r g ume n t , o f c o ur s e , r e q ui r e s p e t i t i o n e r s t o
i de n t i fy s o me s t a t ut e t h a t c o n s t i t ut e s s uc h a p r o mi s e . A s t a t ut o r y c o n t r a c t i s a
fo r m o f un i l a t e r a l o r o p t i o n c o n t r a c t , un de r wh i c h a l e g i s l a t i v e b o dy ma ke s a n
o ffe r t h a t i s a c c e p t e d b y p a r t i a l p e r fo r ma n c e b y t h e p r o mi s e e . S e e Re s t a t e me n t
o f C o n t r a c t s § 45; Re s t a t e me n t (S e c o n d) o f C o n t r a c t s § 45; Ta y l o r v .
Mul t n o ma h C o un t y S h e r i ff' s Re t i r e me n t B o a ~ ^ d, 265 Or 445, 452-53, 510 P 2d
339 (1973).
Wh i l e t h e P ERS s t a t ut e s ma y c r e a t e c o n t r a c t ua l o b l i g a t i o n s o n t h e p a r t o f
t h e S t a t e —a l t h o ug h , fo r - t h e r e a s o n s s e t o ut i n t h e S t a t e Re s p o n de n t s ' , t h e
C o un t y /S c h o o l D i s t r i c t Re s p o n de n t s ' , a n d LOC ' s B r i e fs a n d a s a mp l i fi e d
b e l o w, t h e y di d n o t do s o wi t h r e s p e c t t o t h e C OLA—a n d wh i l e , s ub j e c t t o t h e
home r u l e p r ov i s i on s of Or egon C on s t i t u t i on , A r t i c l e XI, s ec t i on 2,4 t hos e
s t a t u t es ma y i mp os e s t a t u t or y ob l i ga t i on s . on t he C i t y of P or t l a n d , t he
L egi s l a t u r e c a n n ot u n i l a t er a l l y c r ea t e c on t r a c t u a l ob l i ga t i on s b et ween t he C i t y
of P or t l a n d a n d a n yb od y el s e.
To t he c on t r a r y, S ec t i on 8-104 of t he C ha r t er of t he C i t y of P or t l a n d
p r ov i d es , "The C i t y of P or t l a n d s ha l l n ot b e b ou n d b y a n y c on t r a c t n or i n a n y
wa y l i a b l e t her eon , u n l es s t he s a me i s a u t hor i z ed b y a n or d i n a n c e a n d ma d e i n
wr i t i n g a n d s i gn ed b y s ome p er s on or p er s on s d u l y a u t hor i z ed b y t he C ou n c i l . "
P et i t i on er s ha v e i d en t i fi ed n o en a c t men t b y t he C i t y C ou n c i l of t he C i t y of
P or t l a n d t ha t p r omi s ed t hem a 2% a n n u a l C OL A i n c r ea s e i n t hei r P ERS -
ma n d a t ed p en s i on b en efi t s .
In S t ov a l l , 324 Or a t 124, t hi s C ou r t hel d , "Rega r d l es s of t he r ea s on t ha t
l ed l oc a l d efen d a n t s t o p a r t i c i p a t e i n P ERS , l oc a l d efen d a n t s , a s p a r t i c i p a t i n g
P ERS emp l oyer s , t hems el v es p r omi s ed p l a i n t i ffs t ha t p l a i n t i ffs wou l d r ec ei v e,
a t a mi n i mu m, t he r et i r emen t c omp en s a t i on p r ov i d ed i n t he P ERS s t a t u t es .
4 Or egon C on s t i t u t i on , A r t i c l e XI, s ec t i on 2, p r ov i d es , i n p er t i n en t p a r t , "The
l ega l v ot er s of ev er y c i t y a n d t own a r e her eb y gr a n t ed p ower t o en a c t a n d
a men d t hei r mu n i c i p a l c ha r t er , s u b j ec t t o t he C on s t i t u t i on a n d c r i mi n a l l a ws of
t he S t a t e of Or egon . " L a Gr a n d e/A s t or i a v . P ERK, 281 Or 137, 576 P 2d 1204,
a d her ed t o on r ehea r i n g, 284 Or 173, 586 P 2d 765 (1978), es t a b l i s hes t ha t ,
n ot wi t hs t a n d i n g t hi s c on s t i t u t i on a l p r ov i s i on , t he L egi s l a t u r e ma y i mp os e u p on
t he C i t y l a ws ma n d a t i n g r et i r emen t b en efi t s for i t s emp l oyees , b u t t ha t is a fa r
c r y fr om es t a b l i s hi n g t ha t t he L egi s l a t u r e ma y b i n d t he C i t y t o c on t r a c t s wi t hou t
t he C i t y' s c on s en t .
P l a i n t i f f s a c c e p t e d t h a t t e rm by worki n g f or t h e i r e mp l oye rs ." Th e Court d i d
n ot i d e n t i f y, wi t h re s p e c t t o t h e Ci t y of P ort l a n d , a n y c h a rt e r p rov i s i on ,
ord i n a n c e , or wri t t e n a gre e me n t by wh i c h t h e Ci t y p urp ort e d t o ma ke s uc h a
p romi s e . I t a p p e a rs me re l y t o h a v e i n f e rre d t h e p romi s e f rom t h e Ci t y' s
p a rt i c i p a t i on i n P ERS.
By s ome f e a t of j uri s p rud e n t i a l l e ge rd e ma i n , St ov a l l c on c l ud e d t h a t t h e
P ERS s t a t ut e s re q ui ri n g l oc a l e mp l oye rs t o f un d t h e i r e mp l oye e s ' be n e f i t s
c re a t e d a s t a t ut ory c on t ra c t un d e r wh i c h l oc a l gov e rn me n t s we re obl i ga t e d t o
p a y t h os e be n e f i t s t o t h e i r re t i re d e mp l oye e s , but t h a t t h os e s t a t ut e s d i d n ot
c re a t e a s t a t ut ory c on t ra c t be t we e n P ERS a n d t h e p a rt i c i p a t i n g e mp l oye rs ,
n ot wi t h s t a n d i n g t h a t i t i s t h e L e gi s l a t ure wh o d e f i n e s h ow be n e f i t s a re
c a l c ul a t e d , a n d t h a t i t i s P ERS wh o d e t e rmi n e s bot h t h e i n d i v i d ua l be n e f i t s
p a ya bl e t o re t i re e s a n d t h e c on t ri but i on s re q ui re d f rom p a rt i c i p a t i n g e mp l oye rs
t o f un d t h os e be n e f i t s , a n d t h a t i t i s P ERS wh o ma ke s t h e a c t ua l p a yme n t s .
But c on t ra c t s d o n ot a p p e a r i n a v a c uum. Th e re h a s t o be s ome e v i d e n c e
of a n a c t ua l a gre e me n t on t h e p a rt of t h e p urp ort e d l y c on t ra c t i n g p a rt i e s .
Ore gon l a w d oe s n ot p e rmi t i mp os i n g i mp l i e d c on t ra c t s on t h e Ci t y of P ort l a n d ,
wh os e c h a rt e r p l a i n l y p roh i bi t s t h e m. F o~ ~ e s t e ~ v . Ci t y of H i l l s boro, 156 Or 89,
66 P 2d 496 (1937). Al t h ough t h e P ort l a n d Ci t y Ch a rt e r ma y a d mi t of c on t ra c t s
f orme d t h rough "t h e i n s t rume n t a l i t y of a n of f e r ma d e by a n ord i n a n c e a n d i t s
a c c e p t a n c e by t h e p e rf orma n c e of t h e d e s i re d a c t , " Wi n kl e bl e c k v . Ci t y of
10
P o r t l a n d , 147 Or 226, 238, 31 P 2d 637 ( 19 34) , t h e r e s t i l l n e e d s t o be s o me
o r d i n a n c e t h a t ma ke s t h e s uppo s e d o f f e r .
C e r t a i n l y , pe t i t i o n e r s i n t h i s c a s e h a ve i d e n t i f i e d n o pr o vi s i o n o f t h e
P o r t l a n d C i t y C h a r t e r , n o o r d i n a n c e e n a c t e d by t h e C i t y C o un c i l , a n d n o
a gr e e me n t s i gn e d by a n y pe r s o n a ut h o r i z e d by t h e C i t y C o un c i l t o bi n d t h e C i t y
o f P o r t l a n d t o a n y a gr e e me n t , by wh i c h t h e C i t y o f f e r e d t o pa y C OLA i n c r e a s e s
o n pe t i t i o n e r s ' pe n s i o n be n e f i t s . Wh i l e t h e Le gi s l a t ur e ma y h a ve i mpo s e d
s t a t ut o r y d ut i e s o n t h e C i t y t o f un d r e t i r e me n t be n e f i t s f o r publ i c e mpl o y e e s ,
a n d ma y h a ve ma d e s t a t ut o r y pr o vi s i o n s f o r t h e ma n n e r i n wh i c h t h o s e be n e f i t s
wi l l be pa i d t o r e t i r e d publ i c e mpl o y e e s , t h e P ERS s t a t ut e s , by t h e ms e l ve s , d o
n o t a n d c a n n o t c r e a t e c o n t r a c t ua l o bl i ga t i o n s be t we e n t h e C i t y a n d i t s c ur r e n t o r
r e t i r e d e mpl o y e e s .
Th e r e t h us i s n o ba s i s upo n wh i c h t h e C i t y c a n be l i a bl e f o r i mpa i r i n g t h e
o bl i ga t i o n s o f c o n t r a c t , o r f o r br e a c h i n g a c o n t r a c t , o r o n a n y o t h e r ba s i s a r i s i n g
o ut o f t h e Le gi s l a t ur e ' s d e t e r mi n a t i o n o f h o w t o c a l c ul a t e a n d pa y C OLA
i n c r e a s e s f o r P ERS r e t i r e e s .
B. Th e r e Wa s No Le gi s l a t i ve P r o mi s e To M a i n t a i n t h e C OLA.
Due r e s pe c t f o r t h e s e pa r a t i o n o f po we r s , ma n d a t e d i n Ar t i c l e I I I o f t h e
Or e go n C o n s t i t ut i o n , r e q ui r e s t h i s C o ur t t o e x e r c i s e r e s t r a i n t i n d e c l a r i n g l a ws
un c o n s t i t ut i o n a l o r i n o t h e r wi s e f r us t r a t i n g t h e jud gme n t o f t h e Le gi s l a t ur e i n
11
e s t a b l i s h i n g p u b l i c p o l i c y .5 Th u s , t h i s Co u rt mu s t u p h o l d t h e c o n s t i t u t i o n a l i t y o f
l e g i s l a t i o n u n l e s s t h e c o n s t i t u t i o n a l i n fi rmi t y i s "ma de t o a p p e a r b e y o n d a
re a s o n a b l e do u b t ," S t a t e v . Co c h ra n , 55 Or 157, 179, 104 P 884 (1909), a n d t h e
Co u rt ma y n o t i mp l y t h e e x i s t e n c e o f a s t a t u t o ry c o n t ra c t i f t h e re i s "n o t h i n g
i n di c a t i v e o f a l e g i s l a t i v e c o mmi t me n t n o t t o re p e a l o r a me n d t h e s t a t u t e i n t h e
fu t u re . " E c k l e s v . S t a t e , 306 Or 380, 391, 760 P2d 846 (1988).
Th e n e e d fo r s u c h re s t ra i n t i s p a rt i c u l a rl y a c u t e wh e n we a re c o n s i de ri n g
t h e i mp l i c a t i o n s o f s t a t u t e s t h a t c a n a ffe c t t h e fi n a n c i a l o b l i g a t i o n s o f t h e S t a t e
a n d i t s p o l i t i c a l s u b di v i s i o n s fo r fi ft y y e a rs o r l o n g e r. Fo r e x a mp l e , p e t i t i o n e r
Vo e k s wa s h i re d b y t h e Ci t y o f Po rt l a n d i n 2011, do e s n o t a n t i c i p a t e re t i re me n t
b e fo re 2036, a n d, b y h i s o wn p ro j e c t i o n , h i s b e n e fi c i a ry i s l i k e l y t o l i v e u n t i l
2076. Be fo re t h i s Co u rt ma y de t e rmi n e t h a t t h e L e g i s l a t u re h a s b o u n d t h e
t a x p a y e rs o f t h i s S t a t e a n d o f i t s s u b di v i s i o n s fo r s o l o n g a t i me , p e t i t i o n e rs
mu s t c o n v i n c e t h e Co u rt , b e y o n d a re a s o n a b l e do u b t , t h a t t h e L e g i s l a t u re
i n t e n de d t o ma k e s u c h a l o n g- t e rm c o mmi t me n t . Th i s t h e y s i mp l y c a n n o t do .
Pe t i t i o n e rs h a v e n o t de mo n s t ra t e d, a n d t h e re c o rd do e s n o t e s t a b l i s h ,
b e y o n d a re a s o n a b l e do u b t o r o t h e rwi s e , t h a t t h e L e g i s l a t u re i n t e n de d t o
5 Ore g o n Co n s t i t u t i o n , A rt i c l e I I I , s e c t i o n 1, p ro v i de s : "Th e p o we rs o f t h e
Go v e rn me n t s h a l l b e di v i de d i n t o t h re e s e p a ra t e b ra n c h e s , t h e L e g i s l a t i v e , t h e
E x e c u t i v e , i n c l u di n g t h e a dmi n i s t ra t i v e , a n d t h e J u di c i a l ; a n d n o p e rs o n c h a rg e d
wi t h o ffi c i a l du t i e s u n de r o n e o f t h e s e b ra n c h e s , s h a l l e x e rc i s e a n y o f t h e
fu n c t i o n s o f a n o t h e r, e x c e p t a s i n t h i s Co n s t i t u t i o n e x p re s s l y p ro v i de d. "
12
commit n e v e r to r e p e a l or a me n d th e s ta tu tor y p r ov is ion s r e l a tin g to COLA
a dj u s tme n ts to p e n s ion b e n e f its . S te v e n Rode ma n , th e De p u ty Dir e ctor of
PERS , te s tif ie d th a t in a l l th e wor k h e did on th is is s u e , b oth in th e Le g is l a tu r e
a n d in h is wor k f or PERS , h e did n ot "come a cr os s a n y p ie ce of p a p e r b y wh ich
th e l e g is l a tu r e p r omis e d e mp l oy e e s . . . th a t th e y wou l d n ot ch a n g e th e me th od
of ca l cu l a tin g a n d p a y in g COLAs . " T r . 15 1 (PER- 28 ) . Ma tth e w La r r a b e e , th e
S ta te ' s a ctu a r y , te s tif ie d th a t, in a l l th e wor k h e did b e f or e th e Le g is l a tu r e a n d
in p r e p a r in g f or th is . l itig a tion , h e did n ot s e e "a n y p ie ce of . p a p e r b y wh ich th e
l e g is l a tu r e p r omis e d a n y b ody , or in p a r ticu l a r [ th e City ' s ] two p l a in tif f s Mr .
Ar ke n a n d Mr . Voe ks th a t th e y wou l d n ot ch a n g e th e me th od b y wh ich COLAs
we r e ca l cu l a te d. " T r . 105 (PER- 27 ) .
Not on l y is th e r e n o p r ov is ion in th e s ta tu te its e l f th a t con s titu te s a
commitme n t to ma in ta in a 2% COLA in p e r p e tu ity , a t th e time s p e tition e r s
Ar ke n a n d Voe ks comme n ce d th e ir e mp l oy me n t with th e City of Por tl a n d, th e
Le g is l a tu r e a l r e a dy h a d de mon s tr a te d th a t it h a d r e s e r v e d th e a u th or ity to
a me n d th e COLA p r ov is ion s .
T h e COLA or ig in a l l y wa s e n a cte d b y Or e g on La ws 197 1, ch a p te r 7 3 8 ,
s e ction 11. T h e or ig in a l COLA p r ov ide d th a t b e n e f its cou l d in cr e a s e b y a s
mu ch a s 1. 5 %p e r y e a r , or de cr e a s e b y a s mu ch a s 1. 5 %p e r y e a r , de p e n din g on
ch a n g e s in th e Con s u me r Pr ice I n de x , a l th ou g h th e b e n e f it n e v e r cou l d b e
r e du ce d b e l ow th e b a s e a mou n t a t wh ich th e e mp l oy e e r e tir e d. At its v e r y n e x t
13
s e s s i o n , t h e L e g i s l a t u r e a me n de d t h a t p r o v i s i o n s o t h a t t h e i n c r e a s e o r de c r e a s e
c o u l d be a s mu c h a s 2%. Or e g o n L a ws 1973, c h a p t e r 695, s e c t i o n 1.
By a me n di n g t h e s t a t u t e s o c l o s e l y i n t i me t o wh e n i t f i r s t e n a c t e d i t , t h e
L e g i s l a t u r e de mo n s t r a t e d t h a t i t h a d ma de n o " l e g i s l a t i v e c o mmi t me n t n o t t o
r e p e a l o r a me n d t h e s t a t u t e i n t h e f u t u r e ." E c k l e s , 306 Or a t 391. Th e 2%
COL A i s n o t a t e r m o f a n y s t a t u t o r y c o n t r a c t .
C. P e t i t i o n e r s Di d No t Re l y o n t h e COL A.
In o r de r t o p r e v a i l o n a c l a i m f o r a s t a t u t o r y c o n t r a c t , p e t i t i o n e r s a l s o
mu s t p r o v e t h a t t h e y p e r f o r me d " be c a u s e o f t h e o r i g i n a l o f f e r ." S t a t e e x r e l
Ro be r t s v . P u bl i c Fi n a n c e Co ., 294 Or 713, 718, 662 P 2d 330 ( 1983) . Th e
o r i g i n a l Re s t a t e me n t o f Co n t a c t s § 45 e xp l a i n e d ( e mp h a s i s a dde d) :
If a n o f f e r f o r a u n i l a t e r a l c o n t r a c t i s ma de , a n d p a r t o f
t h e c o n s i de r a t i o n r e q u e s t e d i n t h e o f f e r i s g i v e n o r
t e n de r e d by t h e o f f e r e e i n r e s p o n s e t h e r e t o , t h e
o f f e r o r i s bo u n d by a c o n t r a c t , t h e du t y o f i mme di a t e
p e r f o r ma n c e o f wh i c h i s c o n di t i o n a l o n t h e f u l l
c o n s i de r a t i o n be i n g g i v e n o r t e n de r e d wi t h i n t h e t i me
s t a t e d i n t h e o f f e r , o r , i f n o t i me i s s t a t e d t h e r e i n ,
wi t h i n a r e a s o n a bl e t i me .
Th e Re s t a t e me n t ( S e c o n d) o f Co n t a c t s § 45 de s c r i be s t h i s t yp e o f
c o n t r a c t a s a n o p t i o n c o n t r a c t , r a t h e r t h a n a s a u n i l a t e r a l c o n t r a c t :
( 1) Wh e r e a n o f f e r i n v i t e s a n o f f e r e e t o a c c e p t by
r e n de r i n g a p e r f o r ma n c e a n d do e s n o t i n v i t e a
p r o mi s s o r y a c c e p t a n c e , a n o p t i o n c o n t r a c t i s c r e a t e d
wh e n t h e o f f e r e e t e n de r s o r be g i n s t h e i n v i t e d
p e r f o r ma n c e o r t e n de r s a be g i n n i n g o f i t .
14
(2) The o f f er o r ' s d u t y o f p er f o r m a n c e u n d er a n y
o p t i o n c o n t r a c t s o c r ea t ed i s c o n d i t i o n a l o n
c o m p l et i o n o r t en d er o f t he i n v i t ed p er f o r m a n c e i n
a c c o r d a n c e w i t h t he t er m s o f t he o f f er .
Thi s Co u r t c i t ed b o t h s t a t em en t s o f t he l a w w i t h a p p r o v a l i n Ta y l o r , 265
Or a t 452- 53 . R es t a t em en t (Sec o n d ) o f Co n t r a c t s § 71(1) ex p l a i n s t ha t "a
p er f o r m a n c e o r r et u r n p r o m i s e m u s t b e b a r g a i n ed f o r , " a n d R es t a t em en t
(Sec o n d ) o f Co n t r a c t s § 71(2) m a kes c l ea r t ha t a "p er f o r m a n c e o r r et u r n
p r o m i s e i s b a r g a i n ed f o r i f i t i s s o u g ht b y t he p r o m i s o r i n ex c ha n g e f o r hi s
p r o m i s e a n d i s g i v en b y t he p r o m i s e i n ex c ha n g e f o r t ha t p r o m i s e. "
In o t her w o r d s , i n o r d er f o r t he COLA s t a t u t e t o ha v e f o r m ed t he b a s i s o f
a s t a t u t o r y c o n t r a c t , p et i t i o n er s m u s t p r o v e b o t h t ha t t he Ci t y o r t he St a t e s o u g ht
t o i n d u c e t hem t o w o r k f o r t he Ci t y i n r et u r n f o r a g r eei n g t o p r o v i d e t he COLA
i n c r ea s es t o t he p en s i o n b en ef i t s t hey u l t i m a t el y ea r n ed , a n d t ha t p et i t i o n er s i n
f a c t w en t t o w o r k f o r t he Ci t y i n ex c ha n g e f o r t ha t COLA p r o m i s e. Thi s , t o o ,
t hey w ho l l y ha v e f a i l ed t o d o .
The a f f i d a v i t s o f p et i t i o n er s Ar ken a n d Vo eks a r e u t t er l y d ev o i d o f a n y
t es t i m o n y t ha t t hey ev en w er e a w a r e o f , m u c h l es s t ha t t hey r el i ed o n , t he
COLA p r o v i s i o n s w hen t hey w en t t o w o r k f o r t he Ci t y o f P o r t l a n d . B ef o r e t hi s
Co u r t c a n c a b i n t he l a w f u l ex er c i s e o f t he Leg i s l a t u r e' s c o n s t i t u t i o n a l a u t ho r i t y ,
b ef o r e i t c a n m a ke t he Ci t y o f P o r t l a n d a n s w er a b l e f o r t he ex er c i s e b y t he
Leg i s l a t u r e o f t ha t a u t ho r i t y , a n d b ef o r e i t c a n i r r ev o c a b l y c o m m i t t he r es o u r c es
15
of Oregon t a x p a y ers for t h e nex t 30 t o 60 y ea rs or l onger on t h e b a s i s of a
s up p os ed s t a t ut ory c ont ra c t , t h e Court mus t i ns i s t t h a t p et i t i oners p rove t h e
forma t i on of t h a t c ont ra c t . Th i s p et i t i oners h a ve not done, a nd t h ere i s no
fa c t ua l b a s i s for t h ei r c l a i m.
D. SB 822 a nd SB 861 Do Not Imp a i r t h e COLA.
P et i t i oners ' c l a i ms , a nd t h ei r evi denc e of i mp a c t , a re b a s ed on t h e
a s s ump t i on t h a t CP I a l wa y s wi l l go up , a nd t h a t t h ey a l wa y s wi l l b e ent i t l ed t o
t h e ma x i mum 2% i nc rea s e p rovi ded under t h e p ri or s t a t ut e. Wh i l e i t i s t rue
t h a t , for mos t of t h e l a s t c ent ury , t h a t h a s b een t h e ec onomi c ex p eri enc e i n t h e
Uni t ed St a t es , i t i s not a gi ven. From 1920 t h rough 1939, t h e c ount ry s a w a
p rol onged rec es s i on. In t en of t h os e t went y y ea rs , CP I went down. In s even of
t h os e y ea rs , i t went down b y more t h a n 2%. In 1939, CP I wa s a t 65% of wh a t i t
h a d b een i n 1920. Burea u of La b or St a t i s t i c s , CP I Det a i l ed R ep ort , Da t a for
Feb rua ry 2014, h t t p : / / www. b l s . gov/ c p i / c p i d1402. p df, a t 87 (Ap p- 14) .
It i s emi nent l y fores eea b l e, h owever l i k el y i t ma y or ma y not b e, t h a t t h e
ec onomy c oul d s ee a not h er p rol onged p eri od of rec es s i on i n our l i fet i mes .
Under OR S 238. 360 (2011) a nd 238A. 210 (2011) , p ri or t o t h ei r a mendment b y
SB 822 a nd SB 861, p et i t i oners , i n t h a t event , woul d h a ve s een reduc t i ons i n
t h ei r p ens i ons . SB 822 a nd SB 861 el i mi na t ed t h a t p os s i b i l i t y , b ec a us e t h e
Legi s l a t ure unt et h ered t h e COLA from CP I, es t a b l i s h ed p erma nent i nc rea s es
16
based on t h e l ev el of benefi t s, and el i m i nat ed t h e p r ov i si on for r edu c t i ons wh en
CPI goes down.
Th e ac t u al i m p ac t , i f any, of SB 822 and SB 861 on p et i t i oner s i s wh ol l y
sp ec u l at i v e, affec t i ng onl y t h e p ot ent i al i nc r ease (and, as h as been sai d,
el i m i nat i ng any p ot ent i al for dec r ease) i n t h ei r benefi t s, dep endi ng on t h e ac t u al
p er for m anc e of t h e ec onom y ov er t h e c om i ng year s. Bu t SB 822 and SB 861
do not h av e any i m p ac t at al l on wh at t h i s Cou r t h as desc r i bed as t h e
fu ndam ent al PERS st at u t or y p r om i se. Pet i t i oner Ar ken, wh o was a PERS
m em ber p r i or t o Au gu st 29, 2003, wi l l c ont i nu e t o " r ec ei v e a ser v i c e r et i r em ent
al l owanc e c al c u l at ed u nder t h e for m u l a [wh et h er fu l l for m u l a or Money Mat c h ]
yi el di ng t h e h i gh est p ensi on am ou nt ." St r u nk v . PERS, 338 Or 145, 193, 108
Pad 1058 (2005) ; p et i t i oner Voeks, wh o was not a PERS m em ber p r i or t o
Au gu st 29, 2003, wi l l r ec ei v e wh at t h e L egi sl at u r e p r om i sed h i m , nam el y, t h e
defi ned c ont r i bu t i on benefi t est abl i sh ed u nder ORS 238A.400. SB 822 and SB
861 do not si gni fi c ant l y or su bst ant i al l y i m p ai r t h e obl i gat i ons of t h e PERS
c ont r ac t .
E. Pensi on Benefi t s Ar e Not " Wages•„
ORS 652.200(2) onl y ent i t l es a p ar t y t o at t or ney' s fees " i n any ac t i on for
t h e c ol l ec t i on of wages." An em p l oyee m ay br i ng an ac t i on for u np ai d wages
u nder ei t h er ORS 652.120 or ORS 652.615. Al l en v . Cou nt y of Jac kson Cou nt y,
191 Or Ap p 185, 201, 82 Pad 628 (2003) , c i t i ng Al l en v . Cou nt y of.Iac kson,
~ ~ l
169 Or App 116, 134, 7 Pad 739 (2001). "Wages," f o r purpo ses o f ORS
65 2.610(3), co mprises t h e t o t al pecun iary co mpen sat io n o wed t o an empl o y ee
f o r serv ices; "wages" are "`co mpen sat io n ' f o r serv ices pro v ided by an
empl o y ee t o h is empl o y er." Al l en , 191 Or App at 200; cit in g Wal ker v .
American Opt ical C o pp., 265 Or 327, 333, 5 09 P2d 439 (1973). Simil arl y , f o r
purpo ses o f ORS 65 2.200, "wages" mean s "an y co mpen sat io n f o r an
empl o y e[ e] 's serv ices." Kan t o r v . Bo ise C ascade C o pp., 75 Or App 698, 709,
708 P2d 35 6 (1985 ), rev den , 300 Or 5 06, 713 P2d 105 8 (1986). On l y wh en an
empl o y er/empl o y ee rel at io n sh ip ex ist s do es a "wage" cl aim beco me v iabl e.
In Kan t o N, t h e Orego n C o urt o f Appeal s h el d t h at pen sio n ben ef it s were
"wages" f o r purpo ses o f t h e at t o rn ey f ee pro v isio n o f t h e wage cl aim st at ut e,
ORS 65 2.200(2). Th is C o urt sh o ul d disav o w t h at h o l din g, because t h e C o urt o f
Appeal s did n o t appl y t h e co rrect met h o do l o gy f o r in t erpret at io n o f st at ut es.
Specif ical l y , t h e C o urt o f Appeal s did n o t ex amin e t h e t ex t o f ORS 65 2.200(2)
in t h e co n t ex t o f t h e rest o f t h e wage cl aim st at ut e. PGE v ..BOL I, 317 Or 606,
611, 85 9 P2d 1143 (1993) ("[ A] t t h e f irst l ev el o f an al y sis, t h e co urt co n siders
t h e co n t ex t o f t h e st at ut o ry pro v isio n at issue, wh ich in cl udes o t h er pro v isio n s
o f t h e same st at ut e an d o t h er rel at ed st at ut es.").
To t h e co n t rary , in st ead o f l o o kin g at ORS 65 2.200(2) in t h e co n t ex t o f
ORS 65 2.140 t o det ermin e wh at t h e L egisl at ure mean t by "wages" pay abl e t o
empl o y ees upo n ret iremen t , t h e C o urt dismissed t h e rel ev an ce o f ORS 65 2.140
b e c a u s e " [ p ] l a i n t i f f doe s n ot b a s e h i s c l a i m f or a t t or n e y f e e s on t h a t s t a t u t e . He
r e l i e s s ol e l y on ORS 6 5 2 . 2 0 0 ( 2 ) . " Ka n t o, 75 Or Ap p a t 711. Bu t r e a d i n
c on t e x t , n ot on l y of ORS 6 5 2 . 14 0 , b u t a l s o of ORS 6 5 2 . 19 0 , t h e m e a n i n g of
" wa ge s " u n de r ORS 6 5 2 . 2 0 0 ( 2 ) c l e a r l y i s l i m i t e d t o p a y m e n t f or s e r v i c e s
r e n de r e d, du e du r i n g t h e p e r i od of e m p l oy m e n t , a n d doe s n ot i n c l u de p e n s i on
b e n e f i t s p a y a b l e a f t e r r e t i r e m e n t .
ORS 6 5 2 . 14 0 p r ov i de s , i n p e r t i n e n t p a r t ( e m p h a s i s a dde d) :
( 1) Wh e n a n e m p l oy e r di s c h a r ge s a n e m p l oy e e or
wh e n e m p l oy m e n t i s t e r m i n a t e d b y m u t u a l a gr e e m e n t , a l l
wa ge s e a r n e d a n d u n p a i d a t t h e t i m e of t h e di s c h a r ge or
t e r m i n a t i on b e c om e du e a n d p a y a b l e n ot l a t e r t h a n t h e
e n d of t h e f i r s t b u s i n e s s da y a f t e r t h e di s c h a r ge or
t e r m i n a t i on .
( 2 ) ( a ) Wh e n a n e m p l oy e e wh o doe s n ot . h a v e a
c on t r a c t f or a de f i n i t e p e r i od q u i t s e m p l oy m e n t , a l l wa ge s
e a r n e d a n d u n p a i d a t t h e t i m e of q u i t t i n g b e c om e du e
a n d p a y a b l e i m m e di a t e l y i f t h e e m p l oy e e h a s gi v e n t o
t h e e m p l oy e r n ot l e s s t h a n 4 8 h ou r s ' n ot i c e , e x c l u di n g
Sa t u r da y s , Su n da y s a n d h ol i da y s , of i n t e n t i on t o q u i t
e m p l oy m e n t .
ORS 6 5 2 . 19 0 p r ov i de s ( e m p h a s i s a dde d) :
Al l wa ge s e a r n e d b y a n e m p l oy e e , n ot e x c e e di n g
$10 ,0 0 0 , s h a l l , u p on t h e e m p l oy e e 's de a t h , b e c om e du e
a n d p a y a b l e t o t h e e m p l oy e e 's s u r v i v i n g s p ou s e , or i f
t h e r e i s n o s u r v i v i n g s p ou s e , t h e de p e n de n t c h i l dr e n , or
t h e i r gu a r di a n s or t h e c on s e r v a t or s of t h e i r e s t a t e s , i n
e q u a l s h a r e s , t o t h e s a m e e x t e n t a s i f t h e wa ge s h a d b e e n
e a r n e d b y s u c h s u r v i v i n g s p ou s e or de p e n de n t c h i l dr e n .
As u s e d i n t h i s s e c t i on , " wa ge s " m e a n s c om p e n s a t i on of
e m p l oy e e s b a s e d on t i m e wor ke d or ou t p u t of
p r odu c t i on a n d i n c l u de s e v e r y f or m of r e m u n e r a t i on
p a y a b l e f or a gi v e n p e r i od t o a n i n di v i du a l f or p e r s on a l
19
s e r v i c e s .
ORS 652. 200(2) p r o v i d e s (e mp has i s ad d e d ):
In any ac t i o n f o r t he c o l l e c t i o n o f wage s , i f i t i s s ho wn
t hat t he wage s we r e no t p ai d f o r a p e r i o d o f 48 ho u r s ,
e x c l u d i ng Sat u r d ays , Su nd ays and ho l i d ays , af t e r t he
wage s be c ame d u e and p ayabl e , t he c o u r t s hal l , u p o n
e nt e r i ng ju d gme nt f o r t he p l ai nt i f f , i nc l u d e i n t he
ju d gme nt , i n ad d i t i o n t o t he c o s t s and d i s bu r s e me nt s
o t he r wi s e p r e s c r i be d by s t at u t e , a r e as o nabl e s u m f o r
at t o r ne y f e e s at t r i al and o n ap p e al f o r p r o s e c u t i ng t he
ac t i o n, u nl e s s i t ap p e ar s t hat t he e mp l o ye e has wi l l f u l l y
v i o l at e d t he c o nt r ac t o f e mp l o yme nt o r u nl e s s t he c o u r t
f i nd s t hat t he p l ai nt i f f s at t o r ne y u nr e as o nabl y f ai l e d t o
gi v e wr i t t e n no t i c e o f t he wage c l ai m t o t he e mp l o ye r
be f o r e f i l i ng t he ac t i o n.
A c l ai m f o r whi c h at t o r ne y f e e s ar e r e c o v e r abl e u nd e r ORS 652. 200(2),
i s a c l ai m f o r "wage s ," as t hat t e r m i s u s e d i n ORS 652. 110 t o 652. 200. ORS
652. 200(2) au t ho r i z e s at t o r ne y f e e s i n c l ai ms i n whi c h wage s we r e no t p ai d
wi t hi n 48 ho u r s af t e r t he y "be c ame d u e and p ayabl e . " Whe n "wage s " be c o me
"d u e and p ayabl e " t o e mp l o ye e s who l e av e e mp l o yme nt i s ,go v e r ne d by ORS
652. 140. By t he p l ai n l angu age o f ORS 652. 140, "wage s " p ayabl e t o an
e mp l o ye e who v o l u nt ar i l y l e av e s e mp l o yme nt ar e t ho s e s u ms whi c h t he
e mp l o ye e has e ar ne d and whi c h ar e p ayabl e i mme d i at e l y, and d o e s no t i nc l u d e
p e ns i o n be ne f i t s p ayabl e o v e r t i me , af t e r r e t i r e me nt .
As ORS 652. 140 and 652. 190 d e mo ns t r at e , "wage s " me ans r e mu ne r at i o n
f o r s e r v i c e s p r o v i d e d t o an e mp l o ye r d u r i ng a d i s c r e t e p e r i o d o f t i me , f o r whi c h
p ayme nt i s d u e o n o r be f o r e t he t e r mi nat i o n o f t he e mp l o yme nt r e l at i o n. The
20
award which t he p e t it io n e rs s e e k is t he p ayme n t o f a re t ire me n t b e n e fit p u rs u an t
t o a re t ire me n t p l an q u al ifie d u n de r I n t e rn al Re ve n u e Co de S e ct io n 4 01 ( a) , n o t
wage s fro m an e mp l o ye r. The PERS s ys t e m an d t ru s t is n o t an "e mp l o ye r" fo r
p u rp o s e s o f ORS Chap t e r 652 an d t he p ayme n t s are n o t "wage s " b e cau s e t he y
are n o t p art o f t he p e cu n iary co mp e n s at io n o we d t o an e mp l o ye e b y an
e mp l o ye r.
PERS re t ire me n t b e n e fit s , in cl u din g an y ap p l icab l e COLA in cre as e s , are
o we d t o re t ire e s , who b y de fin it io n are fo rme r e mp l o ye e s . Fo r e xamp l e ,
p e t it io n e r Arke n t e rmin at e d his e mp l o yme n t wit h t he Cit y in 2002, an d has
b e e n re ce ivin g b e n e fit p ayme n t s ( in cl u din g COLA in cre as e s ) , n o t wage s , fro m
t he PERS s ys t e m s in ce t he n . Pe t it io n e r Vo e ks , o n t he o t he r han d, wil l n o t b e
du e an y COLA in cre as e s u n l e s s he re t ire s as a q u al ifyin g PERS me mb e r, an d
t he n o n l y o n his b e n e fit s as a re t ire e , n o t o n his wage s as an e mp l o ye e .
As t his Co u rt p re vio u s l y n o t e d, PERS is a "t ru s t fu n d, s e p arat e an d
dis t in ct fro m t he Ge n e ral Fu n d." S t u n k v. PERK, 34 1 Or 1 75, 1 84 , 1 39 Pad 956
( 2006) . On ce p e t it io n e r Arke n re t ire d, t he Cit y o f Po rt l an d, as his fo rme r
e mp l o ye r, had n o co n t ro l o ve r t he is s u an ce o f re t ire me n t b e n e fit che cks co min g
o u t o f a t ru s t fu n d admin is t e re d b y PERS . S imil arl y, as l o n g as t he Cit y o f
Po rt l an d s at is fie s it s co n t rib u t io n re q u ire me n t s o n b e hal f o f it s cu rre n t
e mp l o ye e p e t it io n e r Vo e ks , t he re wil l b e n o e mp l o ye r act io n t hat in vo ke s t he
21
"wage" c l ai m s t at u t es bec au s e p et i t i o n er Vo eks wi l l have r ec ei ved al l p ec u n i ar y
c o m p en s at i o n t he C i t y o wes as hi s em p l o y er .
A c l ai m f o r p en s i o n ben ef i t s i s n o t a wage c l ai m u n d er ORS 652.110 t o
652.200, an d ORS 652.200(2) d o es n o t au t ho r i z e t he i m p o s i t i o n o f an at t o r n ey
f ee awar d i n a c as e o f t hi s n at u r e.
C ONC LUSION
Ther e i s n o s t at u t o r y c o n t r ac t bet ween t he C i t y o f P o r t l an d an d
p et i t i o n er s . Ther e i s n o s t at u t o r y c o n t r ac t u n d er whi c h an y bo d y has p r o m i s ed t o
p ay i n p er p et u i t y an n u al 2% C OLA i n c r eas es o n p et i t i o n er s ' r et i r em en t
ben ef i t s . The Legi s l at u r e n ever p r o m i s ed t hat i t wo u l d n o t am en d o r r ep eal t he
C OLA, an d , i n an y even t , p et i t i o n er s have n o t es t abl i s hed t hat t hey r el i ed o n t he
C OLA when t hey m ad e t hei r d ec i s i o n s t o wo r k f o r t he C i t y o f P o r t l an d . The
c han ges m ad e t o t he C OLA by SB 822 an d SB 861 d o n o t s u bs t an t i al l y i m p ai r
t he bas i c p r o m i s e o f P ERS.
In s ho r t , t her e i s r i o u n c o n s t i t u t i o n al i m p ai r m en t o f an y c o n t r ac t , n o r an y
o t her bas i s u p o n whi c h p et i t i o n er s ar e en t i t l ed t o an y r el i ef .
Res p ec t f u l l y s u bm i t t ed ,
s /Har ~Au e~bac h
Har r y Au er bac h, OSB #821830
C hi ef Dep u t y C i t y At t o r n ey
Ken n et h A. Mc Gai r , OSB #990148
Dep u t y C i t y At t o r n ey
At t o r n ey s f o r Res p o n d en t C i t y o f P o r t l an d
CERTIFICATE OF COMPLIANCE
Pursuant to OR.AP 5 .0 5 , I c e rti f y th at th e wo rd c o unt o f th i s b ri e f i s
5 , 10 1, and th e si z e o f th e ty pe i s no t sm al l e r th an 14 po i nt f o r b o th th e te x t o f
th e b ri e f and th e f o o tno te s.
s/ H ar~ ^ y Aue rb ac h
H ARRY AUERBACH , OSB # 821830
Ch i e f De puty Ci ty Atto rne y
Atto rne y f o r Re spo nde nt
Ci ty o f Po rtl and
INDEX OF EXCERPTS OF RECORD
A f f i d a v i t of Mi cha el A rken ( Pet i t i oners ' Ex hi b i t 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PER- 1
A f f i d a v i t of J i n Voeks ( Pet i t i oners ' Ex hi b i t 1 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PER- 7
B enef i t Proj ect i ons ( A rken) ( St a t e' s Ex hi b i t S1 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PER- 1 7
B enef i t Proj ect i ons ( Voeks ) ( St a t e' s Ex hi b i t S21 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PER- 21
Ex cerpt of Tes t i mony of Ma t t hew La ra b ee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PER- 25
Ex cerpt of Tes t i mony of St ev en Rod ema n . . . . . . . . . . . . . . . . . . ` . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PER- 28
AFFIDAVIT OF MICHAEL ARKEN
STATE ~F OREGON )
s s .
County of MuItnoi na h )
I, MICHA, E~ ARKEN, b e i ng d uty s worn, d e p os e a nd s a y:
I a m a p e ti ti one r i n th e a b ove a c ti on a nd I ma ke th i s Affi d a vi t i n s up p ort of
my p os i ti on th a t th e re c e nt l e g i s l a ti on p a s s e d b y ti ne 2013 Ore g on Le g i s l a ture (SB 822 a nd
SB 861)h a s a d ve rs e l y a ffe c te d th e va l ue of my PERS p e ns i on. I ma ke th i s Affi d a vi t b a s e d
on p e rs ona l knowl e d g e to c omp l y wi th th e re q ui re me nts for fi l i ng a d i re c t c h a l l e ng e i n th e
Ore g on Sup re me Court.
2. i re ti re d . from PERS e mp l oyme nt i n 2002. Pri or to re ti re me nt T wa s e mp Yoye d
b y th e Ci ty of Portl a nd a nd wa s a me mb e r of th e Ore g on AFSCME Counc i 175.
3. Atta c h e d a s EXI3IBIT 1 to th i s d a vi t i s a c op y of th e Noti c e of
Enti tl e me nt I re c e i ve d from PERS outl i ni ng th e re ti re rr~e nt b e ne fi ts to wh i c h I wa s e nti tl e d a t
th e ti me of re ti re me nt Th e s e b e ne fi ts i nc l ud e d a n a mount und e r SB 656 (1991)b a s e d on my
tota l ye a rs of s e rvi c e a t re ti re me nt. In a d d i ti on, Y wa s p roi mi ~s e i i . th a t e ve ry Aug us t, I woul d
re c e i ve a Cos t of Li vi ng Ad jus tme nt (COLA} c a l c ul a te d und e r th e ve rs i on of ORS 238. 360
i n e ffe c t d uri ng my e mp l oyme nt. As a p ra c ti c a l ma tte r, th i s h a s me a nt a 2. 0%a nnua l COLA.
4 . Und e r th e re c e ntl y p a s s e d l e g i s l a ti on, I wi l l not re c e i ve th e Cos t of Li vi ng
Ad jus tme nt (COLA)b e ne fi ts wh i c h we re p romi s e d to i ne a t th e ti me of my re ti re me nt.
Und e r SB 822, i i i Aug us t of 2013, I onl y re c e i ve d a 1. 5%COLA a nd i n th e ye a rs th e re a fte r,
und e r SB 822 a nd / or SB 861 my COLA wi l l b e re d uc e d e ve n furth e r.
Pa g e 1 -AFFIDAVIT OF MICHAEL ARKENc
PER-1
Pe ti ti one r Exh i b i t 5, p . 1 of 6
PER-2
• 5 . I n a d d i t i o n , un d er SB 822; i f I were t o ev en c h o o s e t o l i v e o ut s i d e t h e St a t e o f
Orego n , Y wo ul d n o l o n ger be el i gi bl e t o rec ei v e ben ef i t s un d er SB 65 6 ( 1 9 9 1 ) .
6. A t t a c h ed a s EXHI BI T 2 t o t h i s d a v i t i s a n a n a l y s i s o f my PERS ben ef i t s
un d er t h e s t a t ut es p ri o r t o a men d men t a n d my a n t i c i p a t ed en t i t l emen t a f t er t h e SB 822 a x ed
SB 861 c h a n ges p rep a red by a c t ua ry Da v i d Ma c Len n a n . A s c a n be s een f ro m t h i s a n a l y s i s ,
SB 822 a n d SB 861 p a s s ed by t t ~ e 201 3 Orego n Legi s l a t ure wi 1 1 1 a a v e a s ubs t a n t i a l
d et rri men t a l . i un p a c t o n ~ my ret i remen t ben ef i t s .
Da t ed t h i s ~ ~ h ~ ~ d a y o f ~ L~ C ~ M ~ ~ ~ ~ - _ --,
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wi t h i n 6 0 d a ys a f t e r t f i e d a t e o f yo ur f i r s t c h e c k (s ). P l e a s e r e f e r t o yo ur Sa c . Se c . No . a n d
P ERS ~ e n e f l t No . i f yo u wr i t e o r t e l e ph o n e o ur o f f i c e .
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$135. 736 . 59
Yo u h a ve t h e r i g h t t o c o n t e s t t h e i n f o r ma t i o n us e d t o c a l c ul a t e yo ur r e t i r e me n t b e n e f i t s . ~ f yo u
c h o o s e t o d o s o , yo u mus t s ub mi t a s i g n e d l e t t e r d s t a i i i n g t h e s pe c i f i c i t e ms ) yo u a r e c o n t e s t i n g .
Yo ur s i g n e d f e t t e r mus t b e r e c e i ve d b y P EA S wi t F~ i n 240 d a ys a f t e r t h e d a t e o f t h i s n o t i c e .
M RRI I }(N .
P e t i t i o n e r Exh i b i t 5, p. 3 o f 6
PER-4
Alka MacLennan, MBA
Br ad f o r d C r ev eli ng , EA
Dav i d MacLennan, ASA, eA
THE C REV EL. I N G MAC LEN N AN C OMPAN Y (Ad v i so r )
N o v ember 24, 2013
G r eg Har tman
Bennett, Har tman, Mo r r i s &Kaplan LLP
210 SW Mo r r i so n St Ste 500
Po r tland OR 97204
Re: Mi chael Ar ken —Esti mated PERS benef i t lo ss attr i bu table to Senate Bi lls 822 & 861
Dear G r eg :
At y o u r r eq u est, I hav e d eter mi ned the esti mated lo ss o f PERS pensi o n benef i ts r eti r ed Member
Mi chael Ar ken and hi s benef i ci ar i es w i ll ex per i ence d u e to the enactment o f Senate Bi lls 822 and
861.
The metho d u sed to co mpu te the esti mated lo ss i s based u po n Mi chael Ar ken' s li f e ex pectancy
co mbi ned w i th hi s su r v i v o r benef i ci ar y ' s li f e ex pectancy . The r especti v e to tals o f the ex pected
f u tu r e benef i t pay ments u nd er SB 822,- SB 861, and o ld law w er e d eter mi ned assu mi ng the d ates o f
d eath co r r espo nd w i th thei r li f e ex pectanci es. The d i f f er ence betw een the o ld-law to tal and the
Senate Bi ll to tal i s the esti mated av er ag e benef i t lo ss attr i bu table to that Senate Bi ll f o r PERS
Member s w i th si mi lar ag es and benef i t lev els. N o te that actu ar i al pr esent v alu es ar e no t u sed —o nly
ex pected benef i t pay ment to tals ar e emplo y ed . Also , the lo ss f o r SB 861 sho w n belo w i nclu d es the
lo ss ar i r i bu table to the 1. 5%C OLA u nd er SB 822 f o r the o ne y ear per i o d beg i nni ng Au g u st 1, 2013.
The mo r tali ty assu mpti o ns u sed i n co mpu ti ng li f e ex pectancy ar e i d enti cal to tho se u sed to co mpu te
PERS sy stem co sts i n the December 31, 2011 actu ar i al r epo r t (the mo st r ecent r epo r t av ai lable).
Old-law C OLA Bank and C OLA assu mpti o n. I f the Po r tland-Salem C PI u sed to d eter nu ne the o ld
law C OLA. ex ceed s 2%, the ex cess f o r each y ear f o r a g i v en r eti r ee i s accu mu lated i n a "C OLA
Bank" that can be u sed w hen the C PI i s less than 2%. I n the 40 y ear s si nce the C OLA w as
establi shed i n 1972, ther e hav e o nly been sev en y eaz s w her e the Po r tland-Salem . C PI w as belo w the
2% C OLA . cap (1983, 1986, 1998, 2002, 2009, and 2010). Becau se o f thi s, i t leas hi sto r i cally been
the case that r eti r ees, af ter the f i r st y ear o r tw o o f r eti r ement, hav e a lar g e eno u g h - C OLA bank to
v i r tu ally ensu r e that they hav e a 2%C OLA ev er y y ear . Fo r thi s r easo n the Old-Law C OLA w as
assu med to be 2%. Thi s i s i d enti cal to the assu mpti o n u sed to co mpu te PERS sy stem co sts i n the
December 31, 2Q11 actu ar i al r epo r t. Mi chael Ar ken' s C OLA Bank "balance" i s cu r r ently 3. 64%.
A su mmar y o f the y ear by y ear lo ss i s pr o v i d ed i n the attached r epo r t. The r esu lts o f my calcu lati o ns
ar e su mmar i z ed i n the table belo w :
Do llar Per centag e
Mi chael Ar ken' s Esti mated Benef i t Lo ss Lo ss Lo ss
Attr i bu table to SB 822:
Attr i bu table to SB 861:
$59,767 4. 48%
$147,540 11. 06%
Tel &Fax : (503) 246-1654 1752 5E 25th Av e Po r tland OR 97214-4905 w w w . pen-v al. co m
Ex hi bi t 2, Pag e 1 o f 3
Peti ti o ner Ex hi bi t 5, p. 4 o f 6
Greg Hartman
November 24, 2013
Page 2 of 2
Re: Michael Arken —Estimated PERS benefit loss attribu table to Senate B ills 822 & 861
C alcu lation Data
Michael Arken:
B irth Date:
Retirement Date:
B enefit Amou nt:
B enefit Form:
Employment C lassification:
Oregon Residency
Penny Arken:
Janu ary 28, 1946.
March 1, 2002.
$2,778.01 per month as of Au gu st 1, 2012.
PERS Option 2 — 100% Joint &Su rvivor Annu ity.
Genera! Service.
In- state.
PER- 5
B irth Date: May 18, 1954.
Su rvivorship B enefit: 100% of Michae(Arken's benefit.
Sou rce of Information: Office of Greg Hartrnan,.PERS Notice of Entitlement dated April 11, 2002.
PERS retiree Internet database.
Actu arial Assu mptions
V alu ation Date: Au gu st 1, 2013.
Mortality: RP- 2000 (generational mortality proj ection u sing scale AA).
Michael Arken: 25%blu e collar (male) with l.2- month setback.
Penny Arken: white collar (female), no set- back.
Interest: ~ Not applicable.
Old- law C OLA:
(C ost- of- Living Adj u stment) 2%per year.
Statement of Q u alifications: I am a consu lting actu ary who has been employed in pension- z elated
actu arial work since 1984. I am an Associate of the Society of Actu aries, a Fellow o£the C onference
of C onsu lting Actu aries, a Member of the ASPPA C ollege of Pension Actu aries, and an Enrolled
Actu ary. I satisfy the Q u alification Standards of the American Academy of Actu aries to render the
actu arial opinion contained in this Letter. Yam not aware of any actu al or potential conflict of interest
that wou ld impair my obj ectivity.
Please contact me if you have any q u estions.
Sincerely,
C ! Y r~ /~ d ~ ~ ~ ~ l ~ t~ t~
David MacLennan, ASA, MSPA, FC A, EA
C onsu lting Actu ary
david(~ ~ en- val.com
THE C REV ELING MPiC LENNAN C OMPANY
Exhibit 2, Page 2 of 3
Petitioner Exhibit S, p. 5 of 6
PER-6
Member: Michael Arken
c e c
nay . - --- -
S u rv iv o r' s expected pay ment perio d: 10. 72 y ears
T o tal expected pay ment perio d: 29. 25 y ears
S B 822 S B 861 S B 861 Y early S u pplemental
Y ear ending Lo s s Lo s s . Lo s s Percentage Pay ment
7/31/2014 $167 $167 ~ 0. 5% $0
7/31/2015 $239 $339 1. 0% $85
7131/2016 $316 $603 1. 7% $86
7/31/2017 $398 $876 2. 4% $87
7/31 /2018 $484 $1,158 3. 1 % $88
7/31 /2019 $576 $1,448 3. 9% $89
7/31/2020 $672 $1,748 4. 6% $30
7/31/2021 $773 $2,149 5. 5% $0
7/31 /2022 $880 $2. 469 6. 2% $0
7/31%2023 $993 $2,798 6. 9% $0
7/31/2024 $9,111 $3,1' 38 7. 6° /a $0
7/31/2025 $1,236 $3,488 8. 3% $0
7/31/2026 $1,372 $3,849 8. 9% $0
7/31/2027 $1,516 $4,220 9. 6% $0
7/31/2028 $1,671 $4,603 10. 3% $0
7/31/2029 $1,837 $4,997 10. 9% $0
7/31/2030 $2,013 $5,403 11. 6° /a $0
7/31/2031 $2,200 $5,820 12. 2% $0
7/31/2032 $2,398 $6,250 12. 9% $0
7/31/2033 ~ $2,608 $6,692 13. 5% $0
7/31/2034 $2,829 $7,148. 14. 1% $0
7/31/2035 $3,063 $7,616 14. 8% $0
7/31/2036 $3,348 $8,098 ~ 15. 4% $0
7/31/2037 $3,567 $8,593 16. 0% $0
7/31/2038 $3,839 $9,103 16. 6% $0
7/31/2039 $4,124 $9,626 17. 3% $0
7/31/2040 $4,424 $10,165 17. 9% $0
7/31/2041 $4,737 $10,719 18. 5% $0
7/31/2042 $5,065 $11,288 19. 1% $0
7/31/2043 $1,352 $2,968 79. 7% $0
T OT AL . $59,767 $147,540 $465
T HE CREVELING MACLENNAN COMPANY ~ ~
Exhibit 2, Page 3 o f 3
Petitio ner Exhibit 5, p. 6 o f 6
AFFIDAVIT O I' J IN VO EKS
STATE O F O REGO N )
s s .
C o u n t y o f Mn ikn o mah )
I, J IN VO EKS, b e in g d u l y s wo rn , d e p o s e an d s ay :
I . I am a p e t it io n e r in t he ab o ve ac t io n an d Y make t his Affid avit in s u p p o rt o f
my p o s it io n t hat t he re c e n t l e g is l at io n b y t he 2013 O re g o n L e g is l at u re (SB 822 an d SB 861)
has ad ve rs e l y affe c t e d t he val u e o f my PERS p e n s io n . Y make t his Affid avit b as e d o n
p e rs o n al kn o wl e d g e t o c o mp l y wit h t he re q u ire me n t s fo r f l in g a d ire c t c hal l e n g e in t he
O re g o n Su p re me C o u rt .
2: I am c u rre n t l y e mp l o y e d b y t he C it y o f Po rt l an d as a fire fig ht e r, an d I am a
me mb e r o ~t he In t e rn at io n al As s o c iat io n o f Fire Fig ht e rs (IAFF)_
3. I b e c ame a me mb e z o f PERS-O PSRP in 2011. At t ac he d as C XHISIT 1 is a
c o p y o f t he p rin t -o u t g f. t t ~e PAS b e n e fit . e s t imat e c al c u l at o r o f t he b e n e fit s t o whic h I wo u l d
b e e n t it l e d at my in t e n d e d re t ire me n t d at e o f Marc h 1, 2041. In ad d it io n , p rio r t o ' t he p as s ag e
o f SB 822 an d SB 861, e ve ry Au g u s t aft e r my re t ire me n t d at e , I wo u l d have b e e n e n t it l e d t o
re c e ive a C o s t o f L ivin g Ad ju s t me n t (C O L A) c al c u l at e d u n d e r t he ve rs io n o f O RS 238A_210
in e ffe c t whe n X ac c e p t e d my PERS c o ve re d e mp l o y me n t .
4. Un d e r t he re c e n t l y p as s e d l e g is l at io n , Y wil l n o t re c e ive t he C o s t o f L ivin g
Ad ju s t me n t (C O L A) b e n e fit s whic h we re p ro mis e d t o me at t he t ime X ac c e p t e d PERS
c o ve re d -e mp l o y me n t . Un d e r SB 822; if Y we re t o re t ire in 2013, I wil l o n l y ze c e ive a 1. 5%
C O L A an d in t l ~e y e ars t i~e re aft e r: u n d e r SB 822 an d / o r SB 861 my C O L A wo u l d b e re d u c e d
e ve n fu rt he r.
Pag e 1 = AFFIDAVIT O F J IZ V VO EKS_
~ . J
PER-7
Pe t it io n e r Ex hib it I3, p . l o f 10
PER-8
5 . A t t a c h e d a s EXA IBTT 2 t o t h i s A f f i d a v i t i s a n a na l y s i s o f my PERS b e ne f i t s
u nd e r t h e s t a t u t e s p r i o r t o a me ~ a d me nt a nd my a nt i c i p a t e d e nt i t l e me nt a f t e r t h e SB 822 a nd
SB 861 c h a ng e s p r e p a r e d b y a c t u a r y Da v i d M a c ~ . e nna n. A s c a n b e s e e n f r o m t h i s a na l y s i s ,
SB 322 a nd SB 861 p a s s e d b y t h e 2013 Oze g o n L e g i s l a t u r e w i l l h a v e a s u b s t a nt i a l
d e t ~ • i me nt a l i mp a c t o n my r e t i r e me nt b e ne f i t s .
Da t e d t h i s 3 ~ =~
d a y o f
SUBSCRIBBD A ND SWORN TO b e f o r e me t h i s 3~ ' d a y o f ~ De c ~ , d o ~ , ~
Pa g e 2 - A PFTDA VIT OF J Ii 1 VOEKS
~ `ma y . . d ~ a ~ w . ~ . / . ~ 'd a . , na ~
No t a r y Pu b l i c f o r Or e g o n
M y Co mmi s s i o n Ex p i r e s :
~ { -. t b -~ '~
+~ ~ OFFICIA L SEA L
KA REN L YNN RDA M S
c ' `NOTA RY PUBL IC• OREGON
COM M ISSION NO. 476814
M Y COM M ISSION EXPIRES A PRIL 16, 2 : ' i : ~
Pe t i t i o ne r Ex h i b i t 13, p . 2 o f 10
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PER-14
Alka MacLennan, MBA
THE CREVELING MACL~NNAN COMPANY
Br ad f o r d Gr av eli ng , EA
Dav i d MacLennan,.ASA, EA
( Ad v i s o r )
No v ember 24, 2013
Gr eg Har tman
Bennett, Har tman, Mo r r i s &Kaplan LLP
210 SW Mo r r i s o n St Ste 500
Po r tland OR 97204
Re: J i n Vo eks —Es ti mated PERS benef i t lo s s attr i bu table to Senate Bi lls 822 & 861
Dear Gr eg :
At yo u r r eq u es t, I hav e d eter mi ned the es ti mated lo s s o f OPSRP pens i o n benef i ts J i n Vo eks w i ll
ex per i ence d u e to the enactment o f Senate Bi lls 822 and 861.
J i n Vo eks 's benef i t at r eti r ement w as es ti mated as s u mi ng a 3.75% s alar y i ncr eas e as s u mpti o n, the
s ame as s u mpti o n u s ed to co mpu te PERS s ys temco s ts i n the December 31, 2011 actu ar i al r epo r t ( the
mo s t r ecent r epo r t av ai lable) . It w as als o as s u med that he w i ll s u r v i v e to , and r eti r e, w hen he has 25
year s o f s er v i ce at the ag e o f 53, and that he w i ll elect that hi s benef i ts be pai d u nd er Opti o n 2, a j o i nt
and 100% s u r v i v o r annu i ty.
The metho d u s ed to co mpu te the es ti mated lo s s i s bas ed u po n .i i n Vo eks 's li f e ex pectancy co mbi ned
w i th hi s s u r v i v o r benef i ci ar y's li f e ex pectancy. The r es pecti v e to tals o f the ex pected f u tu r e benef i t
payments u nd er SB 822, SB 861, and o ld law w er e d eter mi ned as s u mi ng the d ates o f d eath
co r r es po nd w i th thei r li f e ex pectanci es . The d i f f er ence betw een the o ld-law to tal and the Senate Bi ll
to tal i s the es ti mated av er ag e benef i t lo s s attr i bu table to that Senate Bi ll f o r PERS Member s w i th
s i mi lar ag es and benef i t lev els . No te that actu ar i al pr es ent v alu es ar e no t u s ed —o nly ex pected
benef i t payment to tals ar e emplo yed .
The mo r tali ty as s u mpti o ns u s ed i n co mpu ti ng li f e ex pectancy ar e i d enti cal to tho s e u s ed to co mpu te
PERS s ys tem co s ts i n the December 31, 2011 actu ar i al r epo r t ( the mo s t r ecent r epo r t av ai lable) .
The o ld-law COLA w as as s u med to be 2% i n f u tu r e year s . Thi s i s i d enti cal to the as s u mpti o n u s ed to
co mpu te PERS s ys tem co s ts i n the December 31, 20I 1 actu ar i al r epo r t.
J i n Vo eks `s es ti mated pr o j ected benef i t at r eti r ement ( ag e 53) i s $4,334/mo nth. A s u mmar y o f the
year by year lo s s i s pr o v i d ed i n the attached r epo r t. The r es u lts o f my calcu lati o ns ar e s u mmar i zed i n
the table belo w : '
Do llar Per centag e
J i n Vo eks 's Es ti mated Benef i t Lo s s ~ Lo s s Lo s s
Attr i bu table to SB 822:
$366,416 11.8%
Attr i bu table to SB 861:
$497,419 16.0%
Tel &Fax : ( 503) 246-1654
1752 SE 25th Av e Po r tland OR 97214-4905
w w w .pen-v al.co m
Ex hi bi t 2, Pag e I o f 3
Peti ti o ner Ex hi bi t 13, p. 8 o f 10
PER-15
Greg Hartman
I ~ I o v emb er 24, 2013
' Page 2 o f 2
Calculatio n Data
J in Vo eks:
B irth Date: May 20, 1983.
PERS Memb ersh ip Date: J anuary 1, 2011.
Cred ited Serv ice: 2 years as o £Decemb er 31, 2012.
2012 Salary: $51,568.40.
PERS Classificatio n: Po lice and F ire.
Orego n Resid ency: I n-state.
So urce o f I nfo rmatio n: Office o f Greg Hartman, PERS Online Memb er Serv ices screen sh o ts,
2011 PERS Memb er Annual Statement.
Actuarial Assumptio ns and Meth o d s
Valuatio n Date: August 1, 2U 1~ 3.
Mo rtality: Pre-retirement mo rtality: No ne.
Po st-retirement mo rtality:
RP-2000 ( generatio nal mo rtality pro j ectio n using scale AA).
J in Vo eks: 33%b lue co llar ( male) with no setb ack.
B eneficiary: wh ite co llar ( female), no set-b ack.
I nterest: No t Applicab le.
Retirement Age: 53.
Old-law COLA:
1 ( Co st-o f-Liv ing Ad j ustment)
i
2% per year.
Retirement Payment Optio n: Optio n 2.
B eneficiary Age: Same as Memb er.
Statement o f Ouali# icatio ns: I am a co ~ isulti~ g actuary wh o h as b een emplo yed in pensio n-related
actuarial wo rk since 1984. I am an Asso ciate o f th e So ciety o f Actuaries, a F ello w o f th e Co nference
o f Co nsulting Actuaries, a Memb er o f th e ASPPA Co llege o f Pensio n Actuaries, and an Enro lled
Actuary. I satisfy th e Q ualificatio n Stand ard s o f th e American Acad emy o f Actuaries to rend er th e
actuarial o pinio n co ntained in th is letter. I am no t aware o f any actual o r po tential co nflict o f interest
th at wo uld impair my o b j ectiv ity.
Please co ntact me if yo u h av e any q uestio ns.
Sincerely,
t~ r~ ~ / ~ d ~ L~ ~ lv ~ ~ j
Dav id MacLennan, ASA, MSPA, F CA, EA
' Co nsulting Actuary
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~co m
THE CREVELI NG MACLENNAN COMPANY
Ex h ib it 2, Page 2 o f 3
Petitio ner Ex h ib it 13, p. 9 o f l0
Member: J i n Voeks
J i n Voeks's L i f e Expectan cy: 33.94 years
S u rv i v or's expected paymen t peri od: 6.14 years
T otal expected paymen t peri od: 40.08 years
S B 822 S B 861 S B 861 Y earl y S u ppl emen tal
Y ear en di n g L oss L oss L oss Percen ta4e Paymen t
7/31/2036 $0 $0 0.0% $0
7/31/2037 $220 $390 0.7% $0
7/31/2038 $453 $793 1.5% $0
7/31/2039 $698 $1,208 2.2% $0
7/31/2040 $957 $1,637 2.9% $0
7/31/2041 $1,230 $2,080 3.6% $0
7/31/2042 $1,516 $2,537 4.3% $0
7/31/2043 1,817 $3,008 5.0% $0
7/31/2044 $2,133 $3,493 5.7% ~ $0
7/31/2045 $2,463 $3,994 6.4% $0
7/31/2Q46 $2,810 $4,510' 7.1% $0
7/31/2047 $3,176 $5,042 7.8% $0
7/31/2048 ~ $3,566 $5,590 8.5% $0
7/31/2049 $3,979 $6,158 9.2% $0
7/31/2050 $4,416 $8,752 9.8% $0
7/31/2051 $4,878 $x,372 70.5% $0
7/31/2Q52 $5,365 $8,018 11.2% $0
7/31/2053 $5,878 $8,691 71.9% $0
7/31/2054 $6,417 $9,391 12.6% $0
7/31/2055 ' $6,983 $10,119 13.4% ~ $0
7/31/2056 $7,577 $70,876 14.1% $0
7/31/2057 $8,198 $11,662 14.8% $0
7/31/2058 $8,848 $12,478 15.5% $0
7/31/2059 $9,527 $13,324 16.2% $0
7/31/2060 $10,236 $14,201 17.0%. $0
7/31/2061 $10,976 $15,110 77.7% $0
7!31/2062 $11,746 $16,051 18.4% $0
7/31/2063 $12,549 $17,025 19.2° /a $0
7/37/2064 $13,383 $18,033 19.9% $0
7!37/2065 $14,251 $99,075 20.7% $0
7/31 /2066 $15,153 $20,153 21.4%
$0
7/31!2067 $16,090 $21,266 22.1%
$0
7/31/2068 $17,062 $22,415 22.9% . $0
7/31/2069 $18,069 $23,602 23.6% $0
7/3i /2070 $19,114 $24,827 24.3% $0
7/31/2071 $20,196 $26,091 25.1%
$0
7/31/2072 $21,317 $27,394 25.8% $0
7/31/2073 $22,477 $28,738 26.6%
$0
7/31/2074 $23,677 $30,123 27.3%
$0
7/31/2075 • $24,918 $31,550 28.0° /a $Q
7/31/2076 $2,096 $2,642 28.8%
$0
T OT AL $366,416 $497• ,419
$0
T HE CREVEL ING MACL ENNAN COMPANY
PER-16
Exh i bi t 2, Page 3 of 3
Peti ti on er Exh i bi t 13, p. 10 of 10
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25
Matthew Larrabee - X (by Auerbach)
PER-25
i o s
MR. KUTLER: That's all I have. Thank yo u.
THE COURT: Mr. Auerbach i s o n hi s feet, i t
lo o ks li ke he has s o methi ng he'd li ke to as k thi s wi tnes s .
MR. AUERBACH: May I as k a few ques ti o ns ?
THE COURT: Go ahead.
MR. AUERBACH: Thank yo u.
CROSS-EXAMI NATI ON
(Ci ty o f Po rtland)
BY MR. AUERBACH:
Q I 'm Harry Auerbach, I repres ent the Ci ty o f
Po rtland.
A Okay.
Q We have two plai nti ffs , Mr. Arken and Mr. Vo eks .
I jus t want to as k yo u: When yo u and Mr.
Hartman were havi ng yo ur co nvers ati o n, he was as ki ng yo u
ques ti o ns abo ut lo s s es and benefi t cuts .. I n fact, the
COLA changes do n't reduce anybo dy's benefi ts , do they?
A Yo u kno w, I thi nk i t's a matter o f pers pecti ve,
yo u kno w, they're les s er i ncreas es whi ch --
Q That's co rrect.
A -- dependi ng o n yo ur pers pecti ve, yo u can vi ew
as a les s er i ncreas e o r a cut.
Q But peo ple wi ll make mo re mo ney next year,
///
Qr~ darann. Qan+ ekance (503) 618-9958
1
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25
Matthew Larrabee - X (by Auerbach)
PER-26
i o 9
peo ple -- reti rees wi ll get mo re mo ney next year than they
go t thi s year even under the changes by these --
A That's co rrect, i n o ur mo deli ng, there were no
ci rcumstances where the effects o f 822 o r 861 caused
benefi ts already bei ng pai d to decrease.
Q Other than the fo lks who li ve o ut o f state who
do n't get the tax --
A Other than the fo lks who li ve o ut o f state.
Q -- benefi t anymo re?
A Yeah. Thank yo u.
Q And were yo u i nvo lved i n the enactment -- i n the
pro cess that resulted i n the enactment o f ei ther o f these
two statutes, 822 o r 861 ?
A ~ I was i nvo lved i n terms o f pro vi di ng the
analysi s that are i ncluded i n the exhi bi ts, si r.
Q And what have . yo u revi ewed i n preparati o n o f
yo ur repo rt fo r thi s case o r i n preparati o n fo r yo ur
testi mo ny here to day?
A Revi ewed o ur relevant wo rk pro ducts, publi c
presentati o ns that we've made to the PERS bo ard, and then
as no ted, di d so me revi ew o f so me o f the o ther exhi bi ts
that were submi tted by bo th the plai nti ffs and the
defendant, the respo ndents here.
///
///
~ ndeaean. ~ ~ naa. C a~ uc (503) 61 8-988
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Matthew Larrabee - X (by Rudnick)
PER-27
io s
Q And in any o f the do cuments that yo u reviewed,
either in the pro ces s o f yo ur wo rk when thes e bills were
befo re the legis lature o r getting ready ~o be befo re the
legis lature o r in preparing fo r yo ur participatio n in this
litigatio n, do yo u recall s eeing anything that wo uld --
any piece o f paper by which the legis lature pro mis ed
anybo dy o r in particular, my two plaintiffs Mr. Arken and
Mr. Vo eks that they wo uld no t change the metho d by which
COLAs were calculated?
A T have no t s een anything to that effect.
MR. AUERBACH: T hank yo u, that' s all the
ques tio ns I have.
T HE COURT : Ms . Rudnick.
MS. RUDNICK: .T hank yo u, Yo ur Ho no r. I have
jus t a co uple o f ques tio ns .
CROSS-EXAMINAT ION
(Linn Co unty, Es tacada Scho o l Dis trict et al)
BY MS. RUDNICK:
Q Mr. Larrabee, Mr. Hartman made the po int that
the increas e in emplo yer rates that res ulted fro m the
changes in metho do lo gy and the reductio n in the as s umed
earnings rate in 201 3, bas ically o ffs et the reductio n in
emplo yer rates res ulting fro m this legis latio n; do yo u
remember that?
Qnd4nao ~, Qaain.~z (503) 61 8-9958
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Steven Rodeman - X (by Auerbach)
CROSS-EXAMI NATI ON
(City of Portland)
PER-~~
BY MR. AUERBACH:
Q Mr. Rodeman, I 'm harry Auerbach. I represent
the City of Portland, and we are proceeding by Mr. Voeks
and Mr. Arken, who is.an employee and a retiree.,
I n all the work that you've done on this issue,
both in the legislature and in your job for PERS and
preparing for this litigation, have you come across any
piece of paper by which the legislature or PERS has
promised the employees, retirees in general, or my two
plaintiffs in particular, that they would not change the
method of calculating and paying COLAS?
A. No.
MR. AUERBACH: Thank you. That's all I have.
THE COURT: All right. That covers everyone who
had questions for Mr. Rodeman. You may step down.
Further witnesses for the State respondents?
MR. KUTLER: No further witnesses, Your Honor.
THE COURT: Ms. Rudnick, do you have witnesses?
MS. RUDNI CK: I do, Your Honor. I have two.
THE COURT: Okay.
MS. RUDNI CK: The first is John Tapogna.
THE COURT: Okay.
I I %
~rnu,~; QondoRanee (503) 61 8-9938
INDEX OF APPENDICES
Oregon Laws 2013, Chapter 53 (SB 822) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . APP- 1
Oregon Laws 2013 (Spec i al Sessi on), Chapter 2 (SB 861) . . . . . . . . . . . . . . . . . . . . . . . . A. PP- 9
Bureau of Labor Stati sti c s, CPI Detai l ed R eport, Data for Feb. 2014 . . . . . APP- 13
APP-1
OREGON LAWS 2013 Chap. 53
CHAPTER 53
.AN ACT ss sz ~
Relating to public employee retirement; creating
-new prov isions; amending ORS 237.635, 237.637,
238.360, 238.372, 238.374, 238.376, 238.378, 238.575,
238A.210 and 314.840; limiting expenditures; and
declaring an emergency.
Be It Enacted by the People of the State of Or-
egon:
COST-OF-LIVING ADJUSTMENT
SECTION 1. ORS 238.360 is amended to read:
238.360. (1) As soon as practicable after January
1 each year, the Public Employees Retirement Board
shall determine the percentage increase or decrease
in the cost-of-liv ing for the prev ious calendar year,
based on the Consumer Price Index (Portland
area-all items) as published by the Bureau of Labor
Statistics of the U.S. Department of Labor for the
Portland, Oregon, area. Prior to July 1 each year the
allowance which the member or the member's bene-
ficiary is receiv ing or is entitled to receiv e on Au-
gust 1 for the month of July shall be multiplied by
the percentage figure deternuned, and the allowance
for the nest 12 months beginning July 1 adjusted to
the resultant amount.
(2) Such increase or decrease shall not exceed
[two] 1.5 percent of any monthly retirement allow-
ance in any year and no allowance shall be ad'usted
to an amount less than the amount to which t~ e re-
cipient would be entitled if no cost-of-liv ing adjust-
ment were authoriz ed.
(3) The amount of any cost-of-liv ing increase or
decrease in any year in excess of the maximum an-
nual retirement allowance ad,~ ustment of [two] 1.5
percent shall be accumulated from year to year and
included in the computation of increases or de-
creases in succeeding yeaz s.
(4) Any increase in the allowance shall be paid
from contributions of the public employer under
ORS 23$.225. Any decrease in the allowance shall be
returned to the employer in the form of a credit
against contributions of the employer under ORS
238.225.
SECTION 2. The amendments to ORS 238.360
by section 1 of this 2013 Act apply to all adjust-
ments to allowances made under ORS 238.360 on
and after July 1, 2018, and before July Y, 2014.
SECTION 3. ORS 238.360, as amended by sec-
tion 1 of this 2013 Act, is amended to read:
238.360. (1) ~ 9s soon as practicable after January
1 each year, the Public Employees Retirement Board
shall determine the percentage increase or decrease in
the cost-af-liv ing for the prev ious calendar year, based
on the Consumer Price Index . (Portland area-all
items) as published by the Bureau of Labor Statistics
of the U.S. Department of Labor for the Portland,
Oregon, area. Prior to July 1 e¢ch year the allow¢nce
which the member or the member's beneficiary is re-
ceiuing or is entitled to receiv e on 'August 1 for the
month of July shall be multiplied by the ercentage
figure determined, dnd tlae allowance for t~ e next 12
months beginning Jr~ ly 1 adjusted to the resultant
¢mount.] On July Y of esc1~ year, the Public Em-
ployees Retirement Board shall increase the
yearly allowance that a member or member's
beneSciary receiv es or is entitled to receiv e, as
prov ided in subsections (2) and (3) of this sec-
tion. The increase is 5rst payable with the al-
lowance that the member or the member's
beneficiary receiv es or is entitled to receiv e on
August 1.
[(2) Such increase or decrease shall not exceed 1.5
percent of any monthly retirement allowance in any
year and no allowance shall be adjusted to ¢n amount
less than the amount to which tjie recipient would be
entitled if no cost-of-liv ing adjustment were author-
iz ed.]
[(3) The ¢mount of any cost-of-liv ing increase or
decrease in any year in excess of thz maximum an-
nual retirement allowance adjustment of 1.5 percent
shall be accumulated from year to year and included
in the computation of increases or decreases in suc-
ceeding years.]
(2)(a)' If the member's or member's
beneficiary's early allowance for the prev ious
year totaled20,000 or less, the allowance shall
be increased by two percent.
(b) If the member's or member's
beneficiary's yearly allowance for the prev ious
year totaled more than $20,000 but not more
than $40,000,- the allowance shall be increased by
$400 plus l.b percent of the amount of the yearly
allowance exceeding $20,000.
(c) If the member's or member's
beneficiary's yearly allowance for the prev ious
year totaled morethan $40,000 but not more
than $60,000, the allowance stall be increased by
$700 plus one percent of the amount of the
yearly allowance exceeding $40,000.
(d) If the member's or member's
beneficiary's yearly allowance for the prev ious
year totaled more than $60,000, ~ the allowance
shall be increased by $900 plus .25 percent of the
amount of the yearly allowance exceeding
$60,000.
(3) If a member or member's beneficiary has
been receiv ing an allowance for less than 12
months on July 1 of any year, the board shall
calculate the iacrease under subsection (2) of
this section on the basis of the yearly allowance
the member or member's beneficiary would hav e
receiv ed if the member or member's beneficiary
had receiv ed the monthly allowance for 12
months.
(4) Any increase in the allowance shall be paid
from contributions of the public employer under
ORS 238225. [Any decrease in the allowance shall be
returned to tjie employer in the form of a credit
Chap. 53 OREGON LAWS 2013
¢ g ai n s t c o n t r i b u t i o n s o f t he e mplo ye r u n de r ORS
238 .225.]
SECTION 4. The ame n dme n t s t o ORS 238 .360
b y s e c t i o n 3 o f t hi s 2013 Ac t apply t o all i n -
c r e as e s t o allo wan c e s made u n de r ORS 238 .38 0
o n an d aft e r Ju ly 1, 2014.
SECTION b . ORS 238 A.210 i s ame n de d t o r e ad:
238 A.210. (1) As s o o n as pr ac t i c ab le aft e r Jan u -
ar y 1 e ac h ye ar , t he P u b li c Emplo ye e s Re t i r e me n t
Bo ar d s hall de t e r mi n e t he pe r c e n t ag e i n c r e as e o r
de c r e as e i n t he c o s t o f li v i n g fo r t he pr e v i o u s c ale n -
dar ye ar , b as e d o n t he P o r t lan d- Sale m, OR- WA,
Co n s u me r P r i c e In de x fo r All Ur b an Co n s u me r s fo r
All It e ms , as pu b li s he d b y t he Bu r e au o f Lab o r St a-
t i s t i c s o f t he Un i t e d St at e s De par t me n t o f Lab o r .
Be fo r e Ju ly 1 e ac h ye ar , t he b o ar d s hall adj u s t e v e r y
pe n s i o n payab le u n de r ORS 238 A.18 0, 238 A.18 5 an d
238 A.190, e v e r y di s ab i li t y b e n e fi t u n de r ORS
238 A.235 an d e v e r y de at h b e n e fi t payab le u n de r ORS
238 A.230 b y mu lt i plyi n g t he mo n t hly payme n t b y t he
pe r c e n t ag e fi g u r e de t e r mi n e d b y t he b o ar d. If a
pe r s o n has b e e n r e c e i v i xg a pe n s i o n o r b e n e fi t fo r
le s s t han 12 mo n t hs o n Ju ly 1 o f a c ale n dar ye ar , t he
b o ar d s hall male a pr o r at a r e du c t i o n o f t he adj u s t -
me n t b as e d o n t he n u mb e r o f mo n t hs t hat t he pe n -
s i o n o r b e n e fi t was r e c e i v e d b e fo r e Ju ly 1 o f t he
ye ar . The adj u s t me n t s hall b e made fo r t he payme n t s
payab le o n Au g u s t 1 an d t he r e aft e r :
(2) An i n c r e as e o r de c r e as e i n t he b e n e fi t pay-
me n t s u n de r t hi s s e c t i o n may n o t e xc e e d [ t wo ] 1.5
pe r c e n t i n an y ye ar . A pe n s i o n o r de at h b e n e fi t may
n o t b e adj u s t e d t o an amo u n t t hat i s le s s t han t he
amo u n t t hat wo u ld hav e b e e n payab le i f n o c o s t- o f-
li v i n g adj u s t me n t had b e e n made s i n c e t he pe n s i o n
o r de at h b e n e fi t fi r s t b e c ame payab le .
SECTION 6. The ame n dme n t s t o ORS
238 A210 b y s e c t i o n 5 o f t hi s 2018 Ac t apply t o
all adj u s t me n t s t o pe n s i o n s o r b e n e fi t s made
u n de r ORS 238 A.210 o n an d aft e r Ju ly 1, 2018 ,
an d b e fo r e Ju ly 1, 2014.
SECTION 7. ORS 23SA.210, as ame n de d b y s e c -
t i o n 5 o f t hi s 2013 Ac t , i s ame n de d t o r e ad:
238 A.210. [ (1) As s o o n as pr dc t i c ¢ b le aft e r Jdn u -
ar y 1 e ac h ye ar , t he P u b li c Emplo ye e s Re t i r e me n t
Bo ar d s hall de t e r mi n e t he pe r c e n t ag e i n c r e as e o r de -
c r e ds e i n t he c o s t o f li ai n g fo r t he pr e v i o u s c ale n dar
ye ar , b as e d o n t he P o r t lan d- Sale m, OR- WA, Co n -
s u me r P r i c e In de x fo r All Ur b an Co n s u me r s fo r All
It e ms , as ~ v u b li s he d b y t he Bu r e au o f Lab o r St adi s t i c s
o f t he Un i t e d St at e s De p¢ r t me n t o f Lab o r . Be fo r e Ju ly
I e ac h ye ar , t Tz e b o ar d s hall ac dj u s t e v e r y pe n s i o n
payab le u n de r ORS 238 A 18 0, 238 A.18 5 an d
238 A.190, e ae r y di s ab i li t y b e n e fi t u n de r ORS
238 A.235 an d e ae r y de at h b e n e fi t payab le u n de r ORS
238 A.230 b y mu lt i plyi n g t he mo n t hly payme n t b y t he
pe r c e n t ag e fi g u r e de t e r mi n e d b y t he b o ar d. I f a pe r -
s o n has b e e n r e c e i ai n g a pe n s i o n o r b e n e fat fo r le s s
t han 12 mo n t hs o n Ju ly 1 o f a c ale n dar ye ar , t )z e
b o ar d s hall make a pr o mt ¢ r e du c t i o n o f t )i e adj u s t -
AP P- 2
me n t b as e d o n t he n u mb e r o f mo n t hs t hat t he pe n s i o n
o r b e n e fi t was r e c e i v e d b e fo r e Ju ly 1 o f t he ye ar . The
adj u s t me n t s hall b e made fo r t he payme n t s p¢ ydb le
o n Au g u s t Y an d t he r e aft e r .]
[ (2) An i n c r e ¢ s e o r de c r e ¢ s e i n t he b e n e fi t pay-
r n e n t s u n ale r t hi s s e c t i o n may n o t e xc e e d 1.5 pe r c e n t
i n an y ye ar . A pe n s i o n o r de at h b e n e fc t may n o t b e
adj u s t e d t o an amo u n t t hat i s le s s t han t he amo u n t
t h¢ t wo u ld hav e b e e n payab le i f n o c o s t- o f- li v i n g ad-
j u s t me n t had b e e n made s i n c e t he pe n s i o n o r de at h
b e n e fi t fi r s E b e c ame payab le .]
(1) On Ju ly 1 o f e ac h ye ar t he b o ar d s hall
i n c r e as e e v e r y pe n s i o n payab le u n de r ORS
238 A.18 0, 238 A.18 5 an d 238 A.190, e v e r y di s ab i li t y
b e n e fi t u n de r ORS 238 A.235 an d e v e r y de at h
b e n e fi t payab le u n de r ORS 28 8 A28 0 as pr o v i de d
i n s u b s e c t i o n s (2) an d (S) o f t hi s s e c t i o n . The
i n c r e as e s hall b e made fo r t he payme n t s payab le
o n Au g u e t 1 an d t he r e aft e r .
(2)(a) If a pe r s o n 's ye ar ly e n s i o n o r b e n e fi t
fo r t he pr e v i o u s ye ar t o t ale d20,000 o r le as , t he
pe n s i o n o r b e n e St s hall b e i n c r e as e d b y t wo
pe r c e n t .
(b ) If a pe r s o n 's ye ar ly pe n s i o n o r b e n e fi t fo r
t he pr e v i o u s ,ye ar t o t ale d mo r e t han $20,000 b u t
n o t mo r e t han $40,000, t he pe n s i o n o r b e n e fi t
s hall b e i n c r e as e d b y $400 plu s 1.b pe r c e n t o f t he
amo u n t o f t he ye ar ly pe n s i o n o r b e n e fi t e g c e e d-
i n g $20,000.
(c ) If a pe r s o n 's ye ar ly pe n s i o n o r b e n e fi t fo r
t he pr e v i o u s ye ar t o t ale d mo r e .t han $40,000 b u t
n o t mo r e t han $60000 t he pe n s i o n o r b e n e fi t
s hall b e i n c r e as e d ~ y 700 plu s o n e pe r c e n t o f
t he amo u n t o f t he ye ar ly pe n s i o n o r b e n e fi t e z -
~ ~ ° '000.
(d) a pe r s o n 's ye ar ly pe n s i o n o r b e n e fi t fo r
t he pr e v i o u s ye ar t o t ale d mo r e t han $60,000, t he
pe n s i o n o r b e n e fi t s hall b e i n c r e as e d b y $900 plu s
.25 pe r c e n t o f t he amo u n t o f t he ye ar ly pe n s i o n
o r b e n e 5t e s c e e di n g $60,000.
(3) If a pe r s o n has b e e n r e c e i v i n g a pe n s i o n
o r b e n e fi t fo r le s s t han 12 mo n t hs o n Ju ly 1 o f
an y ye ar , t he b o ar d s hall c alc u lat e t he i n c r e as e
u n de r s u b s e c t i o n (2) o f t hi s s e c t i o n o n t he b as i s
o f t he ye ar ly allo wan c e t he pe r s o n wo u ld hav e
r e c e i v e d i f t he pe r s o n b ad r e c e i v e d t he pe n s i o n
o r b e n e fi t fo r 12 mo n t hs .
SECTION 8 . The ame n dme n t s t o ORS
238 A210 b y s e c t i o n 7 o f t hi s 2018 Ac t apply t o
all i n c r e as e s t o pe n s i o n s o r b e n e fi t s made u n de r
ORS 2SSA.210 o n an d aft e r Ju ly 1, 2014.
SECTION 9. (1) The ame n dme n t s t o ORS
238 .360 an d 28 8 A.210 b y s e c t i o n s 3 an d 7 o f t hi s
2013 Ac t b e c o me o pe r at i v e o n Ju ly 1, 2014.
(2) The P u b li c Emplo ye e s Re t i r e me n t Bo ar d
may t ake an y ac t i o n b e fo r e t he o pe r at i v e dat e
s pe c i fi e d i n s u b s e c t i o n (1) o f t hi s s e c t i o n t o e n -
ab le t he b o ar d, o n an d aft e r t he o pe r at i v e dat e
s pe c i Se d i n s u b s e c t i o n (1) o f t hi s s e c t i o n , t o e g -
e r c i s e all t he du t i e s , fu n c t i o n s an d po we r s c o n -
fe r r e d o n t he b o ar d b y t he ame n dme n t s t o ORS
APP-3
OREGON LAWS 2013 Chap. 53
238 .36 0 and 238 A.210 by sections 3 and 7 of this
2018 Act.
SECTION Y0. ORS 238 .575 is amended to r ead:
238 .575. (1) Ever y monthly r etir ement allowance
or pension payable to a 'udge member or sur viving
spouse of a udge mem~er under ORS 238 .500 to
238 .58 5 shall ~e adj usted annually [ to r eflect the per -
cer etageincr ease or decr ease in the cost of living] as
pr ovided in ORS 238 .36 0.
(2) ORS 238 .36 8 applies to j udge member s, and
for that pur pose the monthly r etir ement allowance
r efer r ed to in ORS 238 .36 8 shall be the monthly r e-
tir ement allowance payable to a j udge member or
the monthly pension payable to the sur viving spouse
of a j udge member under ORS 238 .56 5 (3)(a).
TAXATION OF OUT-OF-STATE RETIREES
SECTION Y1. ORS 238 .372 is amended to r ead:
238 .372. (1) Except as pr ovided in ORS 238 .372 to
238 .38 4 , the Public Employees Retir ement Boar d may
not pay the incr eased Lbenefct] benefits pr ovided by
chapter 796 , Or egon Laws 1991, or chapter 56 9,
Or egon Laws 1995, if the boar d r eceives notice under
ORS 238 .372 to 238 .38 4 that the payments made to
the per son under this chapter ar e not subj ect to Or -
egon per sonal income tax under ORS 316 .127 (9).
[ (2) The pr o~isions of ORS 238 .372 to 238 .38 4 do
not apply to: J
[ (a) A r etir ed member of the system who is r e-
ceiuing payments under this c)z apter dnd whose effec-
tiue d¢ te of r etir ement is befor e J anuar y 1, 2012; ]
[ (b) A per son who is r eceiving payments under
this chapter by r eason of the r etir ement of a member
whose effectiae date of r etir ement is befor e J anuar y
1, 2012; andj
[ (c) Any other per son who r eceives payments un-
der this chapter that began befor e J ¢ nuar y 1, 2012.]
[ (3)] (2) The boar d shall give wr itten notification
of the pr ovisions of ORS 238 .372 to 238 .38 4 to all
per sons applying for or r eceiving payments under
this chapter .
[ (4 )] (3) A per son r eceiving payments under this
chapter that ar e not incr eased under chapter 796 ,
Or egon Laws 18 8 1, or chapter 56 9, Or egon Laws
1995, by r eason of ORS 238 .372 to 238 .38 4 has no
r ight or claim to the incr eased benefit pr ovided by
chapter 796 , Or egon Laws 1991, or chapter 56 9,
Or egon Laws 1995, except as pr ovided in ORS
238 .372 to 238 .38 4 .
SECTION 12. ORS. 238 .374 is amended to r ead:
238 .374 . (1) A per son applying for payments un-
der this chapter shall give a wr itten statement to
the Public Employees Retir ement Boar d that indi-
cates whether the payments will be subj ect to Or e-
gon per sonal income tax under ORS 316 .127 (9). If
the per son fails to pr ovide the statement r eq uir ed by
this subsection, or the statement indicates that the
payments will not be subj ect to Or egon per sonal in-
come tax under ORS 316 .127 (9), the boar d may not
pay the per son the incr eased [ benefit] benefits pr o-
vided, by chapter 796 , Or egon Laws 1991, or chap-
ter b6 9, Or egon Laws 1995.
(2) If a per son is r eceiving payments under this
chapter that have not been incr eased under chapter
796 , Or egon Laws 1991, or chapter 56 9, Or egon
Laws 1995, by r eason of the pr ovisions of subsection
(1) of this section, and ther eafter the payments be-
come subj ect to Or egon per sonal income tax under
ORS 316 .127 (9), the per son shall pr omptly notify
the Public Employees Retir ement Boar d by wr itten
statement that the payments ar e subj ect to Or egon
per sonal income tax under ORS'316 .127 (9).
(3) If a per son is r eceiving payments under this
chapter that have not been incr eased under chapter
796 , Or egon Laws 1991, or chapter 56 9, Or egon
Laws 1995, by r eason of the pr ovisions of subsection
(1) of this section, and the boar d r eceives notice un-
der subsection (2) of this section that payments to
the per son under this chapter ar e subj ect to Or egon
per sonal income tax under ORS 316 .127 (9), or de-
ter mines under ORS 238 .378 that payments to the
per son under this chapter ar e subj ect to Or egon
per sonal income tax under ORS 8 16 .127 (9), the
boar d shall initiate payment of the incr eased
(benefit] benefits pr ovided by chapter 796 , Or egon
Laws 18 8 1, or chapter 6 6 9, Or egon Laws 1995. The
incr ease in benefits becomes effective on the fir st
day of the calendar year following r eceipt of notice
by the boar d.
SECTION 1S. ORS 238 .376 is amended to r ead:
238 .376 . (1) If a per son is r eceiving payments
under this chapter , and after the payments com-
mence the payments cease to be subj ect to Or egon
per sonal income tag under ORS 316 .127 (9), the per -
son shall pr omptly notify the Public Employees Re-
tir ement Boar d by wr itten statement that the
payments ar e no longer subj ect to Or egon per sonal
income tax under ORS 316 .127 (9). The boar d shall
r educe any benefits payable to the per son by the
amount by which the benefits wer e incr eased undez
chapter 796 , Or egon Laws 1991, or chapter 56 9,
Or egon Laws 1995: The r eduction in benefits be-
comes effective on the fir st day of the calendar year
following r eceipt of notice by the boar d.
(2) If a per son is r eceiving payments under this
chapter that have been r educed [ under the pr ovisions
of subsection (1) of this section] because the pay-
ments ar e not subj ect to Or egon per sonal in-
come tas under ORS 316 .17 (9), and ther eafter
the payments become subj ect to Or egon per sonal in-
come taa under ORS 516 .127 (9), the per son shall
pr omptly notify the boar d by wr itten statement that
the payments ar e once again subj ect to Or egon per -
sonal income tax under ORS 516 .129 (9).
(3) If a per son is r eceiving payments under this
chapter that have been r educed [ under the pr ovisions
of subsection (1) of this section] because the pay-
ments ar e not subj ect to Or egon per sonal in-
come tas under ORS 8 16 .127 (9), and the boar d
r eceives notice under subsection (2) of this section
that payments to the per son under this chapter ar e
Chap. 53 OREGON LAWS 2013
once again s u b j ect t o Oregon pers onal income t ax
u nder ORS 816.127 ( 9 ) , or det ermines u nder ORS
238.378 t hat payment s t o t he pers on u nder t au s
chapt er are once again s u b j ect t o Oregon pers onal
income t ax u nder ORS 816.127 ( 8) , t he b oard s hall
res u me payment of t he increas ed [ b enefit ] b enefit s
prov ided b y chapt er 79 6, Oregon Laws 19 9 1, or
chapt er 669 , Oregon Laws 19 9 5. The increas e in
b enefit s b ecomes effect iv e on t he firs t day of t he
calendar year following receipt of not ice b y t he
b oard.
SECTION 14. ORS 238.378 is azmended t o read:
238.378. ( 1) Not les s t han once each calendar
year, t he P u b lic Employees Ret irement Board s hall
prov ide t o t he Depart ment of Rev enu e informat ion
ident ifying pers ons t o whom payment s hav e b een
made u nder t his chapt er. The Depart ment of Re-
v enu e s hall prov ide t o t he b oard s u ch informat ion
on Oregon pers onal income. t ax ret u rns as t he b oard
deems neces s ary t o det ermine whet her t he payment s
made t o t ie pers on u nder t his cha~ pt er are s u b j ect
t o Oregon pers onal income t ag u nder ORS 316.127
( 9 ) .
( 2) Tf t he b oard det ermines t hat t he payment s
made t o a pers on u nder t his chapt er are not s u b j ect
t o Oregon pers onal income t ax u nder ORS 316.127
( 9 ) b as ed on informat ion prov ided b y t he Depart ment
of Rev enu e u nder t his s ect ion, and t he pers on is re-
ceiv ing t he increas ed b enefit prov ided b y chapt er
79 6, Oregon Laws 19 9 1, or chapt er 569 , Oregon
Laws 19 9 5, t he b oard s hall redu ce t he b enefit s pay-
ab le t o t he pers on as prov ided in ORS 238.376 ( 1) .
( 3) If t he b oard det ermines t hat t he payment s
made t o a pers on u nder t his chapt er are s u b j ect t o
Oregon pers onal income t ax u nder ORS 816.127 ( 9 )
b as ed on informat ion prov ided b y t he Depart ment of
Rev enu e u ndex t his s ect ion, and t he pers on is not
receiv ing t he increas ed b enefit prov ided b y chapt er
79 6, Oregon Laws 19 9 1, or chapt er 569 , Oregon
Laws J .9 9 5, t he b oard s hall increas e t he b enefit s
payab le t o t he pers on as prov ided in ORS 238.374 ( 3)
or 238.376 ( 3) .
SECTION 16. ORS 237.635 is amended t o read:
237.635. ( 1) And pu b lic employer t hat prov ides
ret irement b enefit s t o it s police officers and fire-
fight ers ot her t han b y part icipat ion in t he P u b lic
Employees Ret irement Sys t em pu rs u ant t o t he pro-
v is ions of ORS 237.620 s hall prov ide increas es t o t he
police officers and firefight ers of t he pu b lic em-
ployer, b ot h act iv e and ret ired, t hat are equ al t o t he
increas es in ret irement b enefit s t hat are prov ided for
in t his 19 9 1 Act for act iv e and ret ired police officers
or firefight ers who are memb ers of t he P u b lic Em-
ployees Ret irement Sys t em, or s hall prov ide t o t hos e
police officers and firefight ers increas es in ret ire-
ment b enefit s t hat are t he act u arial equ iv alent of
t he increas es in ret irement b enefit s t hat are pro-
v ided for in t his 19 9 1 Act for police officers or fire-
fight ers who are memb ers of t he P u b lic Employees
Ret irement Sys t em. No ot her ret irement b enefit or
ot her b enefit prov ided b y t hos e pu b lic employers
AP P-4
s hall b e decreas ed b y t he employer b y reas on o£ t he
increas es mandat ed b y t his s ect ion. '
( 2) The increas ed b enefit s prov ided for in t his
s ect ion apply only t o police officers or firefight ers
who es t ab lis h memb ers hip b efore J u ly 14, 19 9 5, in a
ret irement plan or s ys t em offered b y a pu b lic em-
ployer in lieu of memb ers hip in t he P u b lic Employ-
ees Ret irement Sys t em pu rs u ant t o t he prov is ions of
ORS 237.620.
( 3) A pu b lic employer t hat is s u b j ect t o t he
requ irement s of t his s ect ion s hall ceas e paying
increas ed ret irement b enefit s u nder t his s ect ion
if t he payment s made t o .t he pers on are not
s u b j ect t o Oregon pers onal income t ag u nder
ORS 816.127 ( 9 ) . A pu b lic employer t hat is s u b -
j ect t o t he requ irement s of t his s ect ion s hall
adopt procedu res s imilar t o t hos e des crib ed in
ORS 238372 t o 236.384 for t he pu rpos e of imple-
ment ing t his s u b s ect ion. The Depart ment of
Rev enu e s hall prov ide t o 'a pu b lic employer t hat
is s u b j ect t o t he requ irement s of t his s ect ion t he
informat ion regarding Oregon pers onal imcome
t aac ret u rns t hat t he pu b lic emplov er deems
neces s ary t o det ermine whet her t he ret irement
b enefit s paid t o t he pers on b y t he pu b lic em-
ployer are s u b j ect t o Oregon pers onal income
t ag u nder ORS 816.127 ( 8) .
SECTION 16. ORS 237.637 is amended t o read:
237.637. ( 1) Any pu b lic employer t hat prov ides
ret irement b enefit s t o it s police officers and fire-
fight ers ot her t han b y part icipat ion in t he P u b lic
Employees Ret irement Sys t em pu rs u ant t o t he pro-
v is ions of ORS 237.620 s hall prov ide increas es t o t he
police officers and firefight ers of t he pu b lic em-
ployer, b ot h act iv e and ret ired, t hat are equ al t o t he
increas es in ret irement b enefit s t hat are prov ided for
in chapt er 569 , Oregon Laws 19 9 5, for act iv e and
ret ired police officers or firefight ers who are mem-
b ers of t he P u b lic Employees Ret irement Sys t em, or
t he pu b lic employer s hall prov ide t o t hos e police of-
ficers and firefight ers increas es in ret irement b ene-
fit s t hat are t he act u arial equ iv alent of t he increas es
in ret irement b enefit s t hat are prov ided for in chap-
t er 569 , Oregon Laws 19 9 5, for police officers or
firefight ers who are memb ers of t he P u b lic Employ-
ees Ret irement Sys t em. Increas es prov ided u nder
t his s ect ion Shall b e redu ced b y t he amou nt of any
b enefit increas e prov ided b y ORS 237.635 in t he
s ame manner t hat increas es in ret irement b enefit s
t hat are prov ided for in chapt er 569 , Oregon Laws
19 9 5, for act iv e and ret ired police officers or fire-
fight ers who are memb ers of t he P u b lic Employees
Ret irement Sys t em are redu ced t o reflect amou nt s
paid t o t hos e memb ers u nder t he prov is ions of chap-
t er 79 6, Oregon Laws 19 9 1. No ot her ret irement
b enefit or ot her b enefit prov ided b y t hos e pu b lic
employers s hall b e decreas ed b y t he employer b y
reas on of t he increas es mandat ed b y t his s ect ion.
( 2) A pu b lic employer t hat is s u b j ect t o t he re-
qu irement s of t his s ect ion s hall ceas e paying in-
creas ed ret irement b enefit s u nder t his s ect ion .if t he
payment s made t o t he pers on are not s u b j ect t o Or-
APP-5
OREGON LAWS 2013 Chap. 53
egon per s onal income tax under ORS 316.127 ( 9 ) . A
pub l ic empl oyex that is s ub j ect to the r equir ements
of this s ection s hal l adopt pr ocedur es s imil ar to
thos e des cr ib ed in ORS 238.372 to 238.384 for the
pur pos e of impl ementing this s ub s ection. The De-
par tment of Revenue s hal l pr ovide to a pub l ic em-
pl oyer that is s ub j ect to the r equir ements of this
s ection [ s uch] the infor mation r egar ding Or egon
per s onal income tax r etur ns [ as ] that the pub l ic
empl oyer deems neces s ar y to deter mine whether the
r etir ement b enefits paid to the per s on b y the pub l ic
empl oyer ar e s ub j ect to Or egon per s onal income tax
under ORS 316.127 ( 9 ) .
[ ( 3) The pr ovis ions of s ub s ection ( 2) of this s ection
do not appl y to: ]
[ ( a) A r etir ed pol ice officer or fir efighter who is
r eceiving pdyr r aents under the pub l ic emp er ' s pl an
and whos e efj ' ective date of r etir ement is b e} ~ or e Janu-
ar y 1, 2012; ]
[ ( b ) A per s on who is r eceiving payments under tl ae
pub l ic empl oyer ' s pl an b y r eas on of the r etir ement of
a pol ice officer or fir efighter whos e effective date of
r etir ement is b efor e Januar y 1, 2012; and]
[ ( c) An other per s on who r eceives pay ments un-
der thz pu~ l ic empl oyer ' s pl an that b egan b efor e Jan-
udr y 1, 2012.]
SECTION 17. ORS 314.840, as amended b y s ec-
tion 11, chapter 107, Or egon Lawa 2012, is amended
to r ead:
314.840. ( 1) The Depar tment of Revenue may:
( a) Fur nis h any taxpayer , r epr es entative author -
iz ed to r epr es ent the taxpayer under ORS 305.230 or
per s on des ignated b y the taxpayer under ORS
305.19 3, upon r eques t of the taxpayer , r epr es entative
or des ignee, with a copy of the taxpayer ' s income tax
r etur n fil ed with the depar tment for any year , or
with a copy of any r epor t fil ed b y the taxpayer in
connection with the r etur n, or with any other infor -
mation the depar tment cons ider s neces s ar y.
( b ) Pub l is h l is ts of taxpayer s who az e entitl ed to
uncl aimed tax r efunds .
( c) Pub l is h s tatis tics s o cl as s ified as to pr event
the identification of income or any par ticul ar s con-
tained in any r epor t or r etur n.
( d) Dis cl os e a taxpayer ' s name, addr es s , tel e-
phone numb er , r efund amount, amount due, Social
Secur ity numb er , empl oyer identification numb er or
other taxpayer icienti~ fication numb er to the extent
neces s ar y in connection with col l ection activities or
the pr oces s ing and mail ing of cor r es pondence or of
for ms for any r epor t, r etur n or cl aim r equir ed in the
adminis tr ation of ORS 310.630 to 310.706, any l ocal
tax under ORS 305.620, or any l aw impos ing a tag
upon or meas ur ed b y net, income.
( 2) The depar tment al s o may dis cl os e and give
acces s to infor mation des cr ib ed in ORS 314.835 to:
( a) The Gover nor of the State of Or egon or the
author iz ed r epr es entative of the Govexnor :
( A) With r es pect to an individual who is des ig-
nated as b eing under cons ider ation for appointment
or r eappointment to an office or for empl oyment 9 n
the office of the Gover nor . The infor mation dis cl os ed
s hal l b e confined to whether the individual :
( i) Has fil ed r etur ns with r es pect to the taxes
impos ed b y ORS chapter 316 for thos e of not mor e
than the thr ee immediatel y pr eceding year s for
which the individual was r equir ed to fil e an Or egon
individual income tax r etur n.
( ii) Has fail ed to pay any tax within 30 days fr om
the date of mail ing of a deficiency notice or other -
wis e r es pond to a deficiency notice within 30 days
of its mail ing.
( iii) Has b een as s es s ed any penal ty under the
Or egon per s onal income tax l aws and the natur e of
the penal ty.
( iv) Has b een or is under inves tigation for pos s i-
b l e cr iminal offens es under the Or egon per s onal in-
come tax l aws . Infor mation dis cl os ed pur s uant to
this par s gr aph s hal l b e us ed onl y for the pur pos e of
making the appointment, r eap pointment or decis ion
to empl oy or not to empl oy the individual in the of-
fice of the Gover nor .
( B) For us e b y an officer or empl oyee of the Or -
egon Depar tment of Adminis tr ative Ser vices dul y
author iz ed or empl oyed to pr epar e r evenue es ta-
mates , or a per s on contr acting with the Or egon De-
par tment ~ of Adminis tr ative Ser vices to pr epar e
r evenue es timates , in the pr epar ation of r evenue es -
timates r equir ed for the Gover nor ' s b udget under
ORS 29 1.201 to 29 1.226, or r equir ed for s ub mis s ion
to the Eme~ r g ency Boar d or the Joint Inter im Com-
mittee ~ on Ways and Means , or if the Legis l ative
As s emb l y is in s es s ion, to the Joint Committee on
Ways and Means , and to the Legis l ative Revenue
Officer or Legis l ative Fis cal Officer under ' ORS
29 1.342, 29 1.348 and 29 1.445. The Depar tment of Re-
venue s hal l dis cl os e and give acces s to the infor ma-
tion des cr ib ed in ORS 314.835 for the pur pos es of
this s ub par agr aph onl y if
( i) The r eques t for infor mation is made in wr it-
ing, s pecifies the pur pos es for which the r eques t is
made and is s igned b y an author iz ed r epr es entative
of the Or egon Depar tment of Adminis tr ative Ser -
vices . The for m for r eques t for infor mation s hal l b e
pr es cr ib ed b y the Or egon Depar tment of Adminis -
tr ative Ser vices and appr oved b y the Dir ector of the
Depar tment of Revenue.
( ii) The officer , empl oyee or per s on r eceiving tkz e
infor mation does not r emove fr om the pr emis es of
the Depar tment of Revenue any mater ial s that woul d
r eveal the identity of a per s onal or cor por ate tax-
payer .
( b ) The Commis s ioner of Inter nal Revenue or
author iz ed r epr es entative, for tax adminis tr ation and
com fiance pur pos es onl y.
~ c) For tax adminis tr ation and compl iance pur -
pos es , the pr oper officer or author iz ed r epr es entative
of any of the fol l owing entities that has oz is gov-
er ned b y a pr ovis ion of l aw that meets the r equir e-
ments of any appl icab l e pr ovis ion of the Inter nal
Revenue Code as to confidential ity:
( A) A s tate;
( B) A city, county or other pol itical s ub divis ion
of a s tate;
Chap. 53 OREGON LAWS 2013
(C) The D i s t r i c t of Columbi a; or
(D ) An as s oc i at i on es t abli s hed ex c lus i v ely t o
pr ov i d e s er v i c es t o fed er al, s t at e or loc al t ax i ng au-
t hor i t i es .
(d ) The M ult i s t at e Tag Commi s s i on or i t s au-
t hor i z ed r epr es ent at i v es , for t as ad mi ni s t r at i on and
c ompli anc e pur pos es only . The M ult i s t at e Tax Com-
mi s s i on may make t he i nfor mat i on av ai lable t o t he
Commi s s i oner of Int er nal Rev enue or t he pr oper of-
fi c er or aut hor i z ed r epr es ent at i v e of any gov er n-
ment al ent i t y d es c r i bed i n and meet i ng t he
q uali fi c at i ons of par agr aph (c ) of t hi s s ubs ec t i on.
(e) The At t or ney Gener al, as s i s t ant s and em-
ploy ees i n t he D epar t ment of J us t i c e, or ot her legal
r epr es ent at i v e of t he St at e of Or egon, t o t he ex t ent
t he d epar t ment d eems d i s c los ur e or ac c es s nec es s ar y
for t he per for manc e of t he d ut i es of ad v i s i ng or r e-
pr es ent i ng t he d epar t ment pur s uant t o ORS 180.010
t o 180240 and t he t ax laws of t hi s s t at e.
(fl Employ ees of t he St at e of Or egon, ot her t han
of t he D epar t ment of Rev enue or D epar t ment of
J us t i c e, t o t he ex t ent t he d epar t ment d eems d i s c lo-
s ur e or ac c es s nec es s ar y for s uc h employ ees t o per -
for m t hei r d ut i es und er c ont r ac t s or agr eement s
bet ween t he d epar t ment and any ot her d epar t ment ,
agenc y or s ubd i v i s i on of t he St at e of Or egon, i n t he
d epar t ment 's ad mi ni s t r at i on of t he t ax laws .
(g) Ot her per s ons , par t ner s hi ps , c or por at i ons and
ot her legal ent i t i es , and t hei r employ ees , t o t he ex -
t ent t he d epar t ment d eems d i s c los ur e or ac c es s nec -
es s ar y for t he per for manc e of s uc h ot her s ' d ut i es
und er c ont r ac t s or agr eement s bet ween t he d epar t -
ment and s uc h legal ent i t i es , i n t he d epar t ment 's
ad mi ni s t r at i on of t he t ax laws .
(h) The Legi s lat i v e Rev enue Of~ i .c er or aut hor -
i z ed r epr es ent at i v es upon c ompli anc e wi t h ORS
173.850. Suc h offi c er or r epr es ent at i v e s hall not r e-
mov e fr om t he pr emi s es of t he d epar t ment any ma-
t er i als t hat would r ev eal t he i d ent i t y of any t ax pay er
or any ot her per s on.
(i ) The D epar t ment of Cons umer and Bus i nes s
Ser v i c es , t o t he ex t ent t he d epar t ment r eq ui r es s uc h
i nfor mat i on t o d et er mi ne whet her i t i s appr opr i at e
t o ad jus t t hos e wor ker s ' c ompens at i on benefi t s t he
amount of whi c h i s bas ed pur s uant t o ORS c hapt er
656 on t he amount of wages or ear ned i nc ome r e-
c ei v ed by an i nd i v i d ual.
(j) Any agenc y of t he St at e of Or egon, or any
per s on, or any offi c er or employ ee of s uc h agenc y or
per s on t o whom d i s c los ur e or ac c es s i s gi v en by
s t at e law and not ot her wi s e r efer r ed t o i n t hi s s ec -
t i on, i nc lud i ng but not li mi t ed t o t he Sec r et ar y of
St at e as Aud i t or of Publi c Ac c ount s und er s ec t i on
2, Ar t i c le VI of t he Or egon Cons t i t ut i on; t he D e-
par t ment of Human Ser v i c es pur s uant t o ORS
314.860 and 412.094; t he D i v i s i on of Chi ld Suppor t
of t he D epar t ment of J us t i c e and d i s t r i c t at t or ney
r egaz d i ng c as es for whi c h t hey ar e pr ov i d i ng s uppor t
enfor c ement s er v i c es und er ORS 25.080; t he St at e
Boar d of Tag Pr ac t i t i oner s , pur s uant t o ORS 673.710;
and t he Or egon Boar d of Ac c ount anc y , pur s uant t o
ORS 673.415.
APP-6
(k) The D i r ec t or of t he D epar t ment of Cons umer
and Bus i nes s Ser v i c es t o d et er mi ne t hat a per s on
c ompli es wi t h ORS c hapt er 656 and t he D i r ec t or of
t he Employ ment D epar t ment t o d et er mi ne t hat a
per s on c ompli es wi t h ORS c hapt er 657, t he followi ng
employ er i nfor mat i on:
(A) Id ent i fi c at i on number s .
(B) Names and ad d r es s es .
(C) Inc ept i on d at e as employ er .
(D ) Nat ur e of bus i nes s .
(E) Ent i t y c hanges .
(F) D at e of las t pay r oll.
(L) The D i r ec t or of Human Ser v i c es t o d et er mi ne
t hat a per s on has t he abi li t y t o pay for c ar e t hat
i nc lud es s er v i c es pr ov i d ed by 't he Eas t er n Or egon
Tz ~ ai ni ng Cent er or t he D epar t ment of Human Ser -
v i c es t o c ollec t any unpai d c os t of c ar e as pr ov i d ed
by ORS c hapt er 179.
(m) The D i r ec t or of t he Or egon Healt h Aut hor i t y
t o d et er mi ne t hat a per s on has t he abi li t y t o pay for
c ar e t hat i nc lud es s er v i c es pr ov i d ed by t he Blue
M ount ai n Rec ov er y Cent er or t he Or egon St at e
Hos pi t al or t he Or egon Healt h Aut hor i t y t o c ollec t
any unpai d c os t of c ar e as pr ov i d ed by ORS c hapt er
179.
(n) Employ ees of t he Employ ment D epar t ment t o
t he ex t ent t he D epar t ment of Rev enue d eems d i s c lo-
s ur e or ac c es s t o i nfor mat i on on a c ombi ned t ax r e-
por t fi led und er ORS 316.168 i s nec es s ar y t o
per for manc e of t hei r d ut i es i n ad mi ni s t er i ng t he t ax
unpos ed by ORS c hapt er 657.
(o) The St at e Fi r e M ar s hal t o as s i s t t he St at e
Fi r e M az s hal i n c ar r y i ng out d ut i es , func t i ons and
power s und er ORS 453.307 t o 453.41, t he employ er
or agent name, ad d r es s , t elephone number and
s t and ar d i nd us t r i al c las s i fi c at i on, i f av ai lable.
(p) Employ ees of t he D epar t ment of St at e Land s
for t he pur pos es of i d ent i f~ i ng, loc at i ng and publi s h-
i ng li s t s of t ax pay er s ent i t led t o unc lai med r efund s
as r eq ui r ed b_ y t he pr ov i s i ons of c hapt er 694, Or egon
Laws 1993. The i nfor mat i on s hall be li mi t ed t o t he
t ax pay er 's name, ad d r es s and t he r efund amount .
(q ) In ad d i t i on t o t he d i s c los ur e allowed und er
ORS 305.225, s t at e or loc al law enfor c ement agenc i es
t o as s i s t i n t he i nv es t i gat i on or pr os ec ut i on of t he
followi ng c r i mi nal ac t i v i t i es :
(A) M ai l t heft of a c hec k, i n whi c h c as e t he i n-
for mat i on t hat may be d i s c los ed s hall be li mi t ed t o
t he s t olen d oc ument , t he name, ad d r es s and t aai pay er
i d ent i fi c at i on number of t he pay ee, t he amount of
t he. c hec k and t he d at e pr i nt ed on t he c hec k.
(B) The c ount er fei t i ng, for gi ng or alt er i ng of a
c hec k s ubmi t t ed by a t ax pay er t o t he D epar t ment of
Rev enue or i s s ued by t he D epar t ment of Rev enue t o
a t ax pay er , i n whi c h c as e t he i nfor mat i on t hat may
be d i s c los ed s hall be li mi t ed t o t he c ount er fei t ,
for ged or alt er ed d oc ument , t he name, ad d r es s and
t ax pay er i d ent i fi c at i on number of t he pay ee, t he
amount of t he c hec k, t he d at e pr i nt ed on t he c hec k
and t he alt er ed name and ad d r es s .
(r ) The Uni t ed St at es Pos t al Ins pec t i on Ser v i c e
or a fed er al law enfor c ement agenc y , i nc lud i ng but
not li mi t ed t o t he Uni t ed St at es D epar t ment of J us -
APP-7
OREGON LAWS 2013 Chap. 53
t i c e , t o as s i s t i n t he i nv e s t i g at i o n o f t he f o l l o w i ng
c r i m i nal ac t i v i t i e s :
(A) Mai l t he f t o f a c he c k , i n w hi c h c as e t he i n-
f o r m at i o n t hat m ay be d i s c l o s e d s hal l be l i m i t e d t o
t he s t o l e n d o c um e nt , t he nam e , ad d r e s s and t az paye r
i d e nt i f i c at i o n num be r o f t he paye e , t he am o unt o f
t he c he c k and t he d at e pr i nt e d o n t he c he c k .
(B) The c o unt e r f e i t i ng , f o r g i ng o r al t e r i ng o f a
c he c k s ubm i t t e d by a t axpaye r t o t he De par t m e nt o f
Re v e nue o r i s s ue d by t he De par t m e nt o f Re v e nue t o
a t axpaye r , i n w hi c h c as e t he i nf o r m at i o n t hat m ay
be d i s c l o s e d s hal l be l i m i t e d t o t he c o unt e r f e i t ,
f o r g e d o r al t e r e d d o c um e nt , t he nam e , ad d r e s s and
t axpaye r i d e nt i f i c at i o n num be r o f t he paye e , t he
am o unt o f t he c he c k , t he d at e pr i nt e d o n t he c he c k
and t he al t e r e d nam e and ad d r e s s .
(s ) The Uni t e d St at e s F i nanc i al Manag e m e nt
Se r v i c e , f o r pur po s e s o f f ac i l i t at i ng t he o f f s e t s d e -
s c r i be d i n ORS 305.6 12.
(t ) A m uni c i pal c o r po r at i o n o f t hi s s t at e f o r pur -
po s e s o f as s i s t i ng t he m uni c i pal c o r po r at i o n i n t he
ad m i ni s t r at i o n o f a t ax o f t he m uni c i pal c o r po r at i o n
t hat i s i m po s e d o n o r m e as ur e d by i nc o m e , w ag e s o r
ne t e ar ni ng s f r o m s e l f -e m pl o yxne nt . Any d i s c l o s ur e
und e r t hi s par ag r aph m ay be m ad e o nl y pur s uant t o
a w r i t t e n ag r e e m e nt be t w e e n t he De par t m e nt o f Re -
v e nue and t he m uni c i pal c o r po r at i o n t hat e ns ur e s
t he c o nf i d e nt i al i t y o f t he i nf o r m at i o n d i s c l o s e d .
(u) A c o ns um e r r e po r t i ng ag e nc y, t o t he e xt e nt
ne c e s s ar y t o c ar r y o ut t he pur po s e s o f ORS 314 .8 4 3.
(v ) The Publ i c Em pl o ye e s Re t i r e m e nt Bo ar d , t o
t he e xt e nt ne c e s s ar y t o c ar r y o ut t he pur po s e s o f
ORS 238 .372 t o 238 .38 4 , and t o any publ i c e m pl o ye r ,
t o t he e xt e nt ne c e s s ar y t o c ar r y o ut t he pur po s e s o f
Of t S 237.6 35 (8 ) and 237.6 37 (2).
(3)(a) Eac h o f ~ ' i c e r o r e m pl o ye e o f t he d e par t m e nt
and e ac h pe r s o n d e s c r i be d o r r e f e r r e d t o i n s ubs e c -
t i o n (2)(a), (e ) t o (k ) o r (n) t o (q) o f t hi s s e c t i o n t o
w ho m d i s c l o s ur e o r ac c e s s t o t he t ax i nf o r m at i o n i s
g i v e n und e r ' s ubs e c t i o n (2) o f t hi s s e c t i o n o r any
o t he r pr o v i s i o n o f s t at e l aw , pr i o r t o be g i nni ng e m -
pl o ym e nt o r t he pe r f o r m anc e o f d ut i e s i nv o l v i ng
s uc h d i s c l o s ur e o r ac c e s s , s hal l be ad v i s e d i n w r i t i ng
o f t he pr o v i s i o ns o f ORS 314 .8 35 and 314 .9 9 1, r e l at -
i ng t o pe nal t i e s f o r t he v i o l at i o n o f ORS 314 .8 35, and
s hal l as a c o nd i t i o n o f e m pl o ym e nt o r pe r f o r m anc e
o f d ut i e s e z e c ut e a c e r t i f i c at e f o r t he d e par t m e nt , i n
a f o r m pr e s c r i be d by t he d e par t m e nt , s t at i ng i n s ub-
s t anc e t hat t he pe r s o n has r e ad t he s e pr o v i s i o ns o f
l aw , t hat t he pe r s o n has had t he m e xpl ai ne d and
t hat t he pe r s o n i s aw ar e o f t he pe nal t i e s f o r t he v i -
o l at i o n o f ORS 314 .8 35.
(b) The d i s c l o s ur e aut ho r i z e d i n s ubs e c t i o n (2)(r )
o f t hi s s e c t i o n s hal l be m ad e o nl y af t e r a w r i t t e n
ag r e e m e nt has be e n e nt e r e d i nt o be t w e e n t he De -
paxt m e nt o f Re v e nue and t he pe r s o n d e s c r i be d i n
s ubs e c t i o n (2)(r ) o f t hi s s e c t i o n t o w ho m d i s c l o s ur e
o r ac c e s s t o t he t ax i nf o r m at i o n i s g i v e n, pr o v i d i ng
t hat :
(A) Any i nf o r m at i o n d e s c r i be d i n ORS 314 .8 35
t hat i s r e c e i v e d by t he pe r s o n pur s uant t o s ubs e c t i o n
(2)(r ) o f t hi s s e c t i o n i s c o nf i d e nt i al i nf o r m at i o n t hat
7
m ay no t be d i s c l o s e d , e xc e pt t o t he e xt e nt ne c e s s ar y
t o i nv e s t i g at e o r pr o s e c ut e t he c r i m i nal ac t i v i t i e s
d e s c r i be d i n s ubs e c t i o n (2)(r ) o f t hi s s e c t i o n;
(B) The i nf o r m at i o n s hal l be pr o t e c t e d as c o nf i -
d e nt i al und e r appl i c abl e f e d e r al and s t at e l aw s ; and
(C) The Uni t e d St at e s Po s t al I ns pe c t i o n Se r v i c e
o r t he f e d e r al l aw e nf o r c e m e nt ag e nc y s hal l g i v e
no t i c e t o t he De par t m e nt o f Re v e nue o f any r e que s t
r e c e i v e d und e r t he f e d e r al F r e e d o m o f I nf o r m at i o n
Ac t , 5 U.S.C. 552, o r o t he r f e d e r al l aw r e l at i ng t o
t he d i s c l o s ur e o f i nf o r m at i o n.
(4 ) The De par t m e nt o f Re v e nue m ay r e c o v e r t he
c o s t s o f f ur ni s hi ng t he i nf o r m at i o n d e s c r i be d i n s ub-
s e c t i o n (2)(k ) t o (m ) and (o ) t o . (q) o f t hi s s e c t i o n
f r o m .t he r e s pe c t i v e ag e nc i e s .
EMPLOYER CONTRI BUTI ON RATES
SECTI d N 18 . (1) As s o o n as po s s i bl e af t e r
t he e f f e c t i v e d at e o f t hi s 201H Ac t , t he Publ i c
Em pl o ye e s Re t i r e m e nt So ar d s hal l r e c al c ul at e
t he c o nt r i but i o n r at e s o f al l e m pl o ye r s , pur s u-
ant t o ORS 238 .22b, t o r e f l e c t t he pr o v i s i o ns o f
t hi s 2013 Ac t .
(2) The bo ar d s hal l i s s ue c o r r e c t e d c o m t r i bu-
t i o n r at e o r d e r s t o e m pl o ye r s ai ~ e c t e d by r e c al =
c ul at e d r at e s und e r t hi s s e c t i o n w i t hi n 9 0 d ays
af t e r t he e f f e c t i v e d at e o f t hi s 2013 Ac t . The
c o r r e c t e d r at e s ar e e f f e c t i v e Jul y 1, 2013.
JUDI CI AL REVI EW
SECTI O1~ L19 . (1) Jur i s d i c t i o n i s c o nf e r r e d o n
t he Supr e m e Co ur t t o d e t e r m i ne i n t he m anne r
pr o v i d e d by t hi s s e c t i o n w he t he r t hi s 2013 Ac t
br e ac he s any c o nt r ac t be t w e e n m e m be r s o f t he
Publ i c Em pl o ye e s Re t i r e m e nt Sys t e m and t he i r
e m pl o ye r s , v i o l at e s any c o ns t i t ut i o nal pr o v i s i o n,
i ne t ud i ng but no t l i m i t e d t o i m pai r m e nt o f c o n-
t r ac t r i g ht s o f m e m be r s o f t he Publ i c Em pl o ye e s
Re t i r e m e nt Sys t e m und e r Ar t i c l e I , s e c t i o n. 21,
o f t he Or e g o n Co ns t i t ut i o n, o r Ar t i c l e I , s e c t i o n
10, c l aus e 1, o f t he Uni t e d St at e s Co ns t i t ut i o n,
o r i s i nv al i d f o r any o t he r r e as o n.
(2) A pe r s o n w ho i s ad v e r s e l y af f e c t e d by t hi s
2013 Ac t o r w ho w i l l be ad v e r s e l y af f e c t e d by
t hi s 2015 Ac t m ay i ns t i t ut e a pr o c e e d i ng ' f o r r e -
v i e w by f i l i ng w i t h t he Supr e m e .Co ur t a pe t i t i o n
t hat m e e t s t he f o l l o w i ng r e qui r e m e nt s :
(a) The pe t i t i o n m us t be f i l e d w i t hi n 6 0 d ays
af t e r t he e f f e c t i v e d at e o f t hi s 2018 Ac t
(b) The pe t i t i o n m us t i nc l ud e t he f o l l o w i ng .
(A) A s t at e m e nt o f t he bas i s o f t he c hal -
l e ng e ; and
(B) A s t at e m e nt and s uppo r t i ng af f i d av i t
s ho w i ng ho w t he pe t i t i o ne ar i s ad v e r s e l y af f e c t e d .
(3) The pe t i t i o ne r s hal l s e r v e a c o py o f t he
pe t i t i o n by r e g i s t e r e d o r c e r t i f i e d m ai l upo n t he
Publ i c Em pl o ye e s Re t i r e m e nt So ar d , t he At t o r -
ne y Ge ne r al and t he Go v e r no r .
Chgp. 53 OREGON LAWS 2013
(4) Proceedings for review under this section
shall be given .priority over all other matters
before the Supreme Court.
(b) The Supreme Court shall allow public
employers participating in the Public Employees
Retirement System to intervene in any proceed-
ing under this section.
(6) In the event the Supreme Court deter
mines that there are factual issues in the peti-
tion, the Supreme Court may appoint a special
master to hear evidence and to prepare recom-
mended findings of fact.
EXPENDITURE LIMITATION
SECTION 20. Notwithstanding any other law
limiting expenditures, the amount of $ 1,008 ,161
is established for the biennium beginning July
1, 2013, as the ma~mum limit for payment of
expenses from fees, moneys or other revenues,
including Miscellaneous Receipts, but egeluding
lottery funds and federal funds, collected or re-
ceived.by the Public Employees Retirement Sys-
APP-8
tem for administrative and operating expenses
incurred in implementing the provisions of this
2013 Act.
CAPTIONS
SECTION 21. The unit captions used in this
2013 Act are provided only for the convenience
of the reader and do not become part of the
statutory law of this state or express any legis-
lative intent in the enactment of this 2013 Act.
EMERGENCY CLAUSE
SECTION 22. This 2013 Act being necessary
for the immediate preservation of the public
peace, health and safety, an emsrgency is de-
clared to east, and this 2013 Act takes effect on
its passa~e.
Approve by the Governor May 6, 2013
F 51ed in the office of Secretary of State May 6, 2013
Effective date May 6, 2013
APP-9
OREGON LAWS 2013 SPECIAL SESSION Chap. 2
CHAP'T'ER 2
AN ACT SB s s i
[ 2013 Spe c i al Se s s i o n ]
Re l ati n g to c o s t-o f-l i v i n g adjus tme n ts un de r the
Publ i c Empl o ye e s Re ti re me n t Sys te m; c re ati n g
n e w pro v i s i o n s ; ame n di n g ORS 238 .36 0, 238 .46 5
an d 238 A210; an d de c l ari n g an e me rge n c y.
Be It En ac te d by the Pe o pl e o f the State o f Or-
e go n :
COST-OF-LIVING ADJUSTMENTS
SECTION 1. ORS 238 .36 0, as ame n de d by
s e c ti o n s 1 an 3, c hapte r 53, Ore go n Laws 2013, i s
ame n de d to re ad:
238 .36 0. (1) On Jul y 1 o f e ac h ye ar, the Publ i c
Empl o ye e s Re ti re me n t Bo ard s hal l i n c re as e the
ye arl y al l o wan c e that a me mbe r o r me mbe r's be n e f i -
c i ary re c e i v e s o r i s e n ti tl e d to re c e i v e , as pro v i de d
i n Ls ubs e c ti o n s (2) an d (3)] s ubs e c ti o n (2) o f thi s
s e c ti o n . The i n c re as e i s f i rs t payabl e wi th the al -
l o wan c e that the me mbe r o r the me mbe r's be n e f i c i -
ary re c e i v e s o r i s e n ti tl e d to re c e i v e .o n Augus t 1.
(2)(a) f f the me mbe r's o r me mbe r's be n e f i c i ar~s
ye arl y al l o wan c e [ f o r the pre v i o us ye ar to tal e d
$ 20, 000] i s $ 6 0, 000 o r l e s s , .the al l o wan c e s hal l be
i n c re as e d by Ltwo ] 1.25 pe rc e n t.
[ (b) If the me mbe rs o r me mbe r's be n e f i c i ary's
ye arl y al l o wan c e f o r the pre v i o us , ye ¢r to t¢l e d mo re
than $ 20, 000 but n o t mo re than $ 40, 000, the al l o wan c e
s hal l be i n c re as e d by $ 400 pl us 1.5 pe rc e n t o f the
amo un t o f the ye arl y al l o wan c e e xc e e di n g $ 20, 000.)
[ (c ) 1` f
.the me mbe r's o r me mbe r's be n e f i c aary's
ye arl y al l o wan c e f o r the pre c i o us ye ar to tal e d mo re
than $ 40, 000 but n o t mo re than $ 6 0, 000, the al l o wan c e
s hal l be i n c re ¢s e d by $ 700 pl us o n e pe rc e n t o f the
amo un t o f the ye arl y al l o wan c e e xc e e di n g $ 40, 000.]
((d)] (b) If the me mbe r's o r me mbe r's
be n e f i c i ary~s ye arl y al l o wan c e o r the pre v i o us ye ar
to tal e d] i s mo re than $ 6 0, 000, t e al l o wan c e s hal l be
i n c re as e d by [ $ 900 pl us .257
$ 750 pl tus O.l b pe rc e n t
o f the amo un t o f the ye arl y al l o wan c e e xc e e di n g
$ 6 0, 000.
[ (3) If a me mbe r o r me mbe r's be n e f i c i ary h¢s be e n
re c e i v i n g an al l o wan c e f o r Z e s s than 12 mo n ths o n
Jul y 1 o f an y ye ar, the bo ard s hal l c al c ul ate the i n -
c re as e un de r s ubs e c ti o n (2) o f thi s s e c ti o n o n the bas i s
o f the ye arl y al l o wan c e the me mbe r o r me mbe r's be n -
e f i c i ary wo ul d hav e re c e i v e d i f the me mbe r o r
me mbe r's be n e f i c i ary had re c e i v e d the . mo n thl y dl l o w-
an c e f o r 12 mo n ths .]
[ (4)] (8 ) An y i n c re as e i n the al l o wan c e s hal l be
.pai d f ro m c o n tri buti o n s o f the publ i c e mpl o ye r un de r
ORS 238 .225.
(4) As us e d i n thi s s e c ti o n , "ye arl y
al l o wan c e " me an s the mo n thl y al l o wan c e that a
me mbe r o r me mbe r's be n e Se i ary i s e n ti tl e d to
o n Jul y 1 o f the ye ar i n whi c h the bo ard i s c al -
c ul aEi n g the i n c re as e un de r s ubs e c ti o n (1) o f thi s
s e c ti o n , mul ti pl i e d by 12.
SECTION 2. The ame n dme n ts to ORS 238 .36 0
by s e c ti o n 1 o f thi s 2013 s pe c i al s e s s i o n Ac t ap-
pl y to al l i n c re as e s to al l o wan c e s made un de r
ORS 238 .36 0 o n an d af te r Jul y 1, 2014.
ECS TION 3. ORS 238 A.210, as ame n de d by
s e c ti o n s 5 an d 7, c hapte r 53, Ore go n Laws 2013, i s
ame n de d to re ad:
238 A.210. (1) On Jul y 1 o f e ac h ye ar, the bo ard
s hal l i n c re as e e v e ry pe n s i o n payabl e un de r ORS
238 A18 0, 238 A.18 5 an d 238 A.190, e v e ry di s abi l i ty
be n e f i t un de r ORS 238 A.235 an d e v e ry de ath be n e f i t
payabl e un de r ORS 238 A.230 as pro v i de d i n [ s ubs e c -
tao n s (2) an d (3)] s ubs e c ti o n (2) o f thi s s e c ti o n . The
i n c re as e s hal l be made f o r the payme n ts payabl e o n
Augus t 1 an d the re af te r.
(2)(a) If a pe rs o n 's ye arl y pe n s i o n o r be n e f i t ~} o r
the pre v i o us ye ar to tal e d $ 20, 000] i s $ 8 0, 000 o r l e s s ,
the pe n s i o n o r be n e f i t s hal l be i n c re as e d by [ two ]
126 e rc e n t.
[ ~) If a pe rs o n 's ye arl y pe n s i o n o r be n e f i t f o r the
pre v i o us ye ar to tal e d mo re tl z dn $ 20, 000 but n o t mo re
than $ 40, 000, the pe n s i o n o r be n e f i t s hal l be i n c re ¢s e d
by $ 400 pl us 1.6 pe rc e n t o f the amo un t o f the ye arl y
pe n s i o n o r be n e f i t e xc e e di n g $ 20, 000.]
[ (c ) If a pe rs o n 's ye arl y pe n s i o n o r be n e f i t f o r the
pre v i o us ye ar to tal e d mo re tl z an $ 40, 000 bud n o t mo re
than $ 6 0, 000, the pe n s i o n o r be n e f i t s hal l be i n c re as e d
by $ 700 pl us o n e pe rc e n t o f the amo un t o f the ye arl y
pe n s i o n o r be n e f i t e xc e e di n g $ 40, 000.]
[ (d)] (b) If a pe rs o n 's ye arl y pe n s i o n o r be n e f i t
f o r the pre v i o us ye ar to tal e d] i s mo re than $ 6 0;000,
the pe n s i o n o r be n e f i t s hal l be i n c re as e d by [ $ 900
pl us .25] $ 750 pl us 0.15 pe rc e n t o f the amo un t o f the
ye arl y pe n s i o n o r be n e f i t e xc e e di n g $ 6 0, 000.
[ (3) If d pe rs o n has be e n re c e i v i n g a pe n s i o n o r
be n e f i t f o r l e s s than 12 mo n ths o n Jul y 1 o f an y ye ar,
the bo ard s hal l c al c ul ate the i n c re as e un de r s ubs e t-
ti o n (2) o f thi s s e c ti o n o n the b¢s i s o f the ye arl y al -
l o wdn c e the pe rs o n wo ul d hav e re c e i v e d i f the pe rs o n
had re c e i v e d the pe n s i o n o r be n e f i t f o r 12 mo n ths .]
(S) As us e d i n thi s s e c ti o n , "ye arl y pe n s i o n
o r be n e f i t" me an s the mo n thl y pe n s i o n o r be n e -
f i t that a pe rs o n i s e n ti tl e d to o n Jul y 1 o f the
ye ar i n whi c h the bo ard i s c al c ul ati n g the i n -
c re as e un de r- s ubs e c ti o n (1) o f thi s s e c ti o n ,
mul ti pl i e d by 12.
SECTION 4.. The , ame n dme n ts to ORS
238 A210 by s e c ti o n S o f thi s 2013 s pe c i al s e s s i o n
Ac t appl y to al l i n c re as e s to pe n s i o n s o r be n e f i ts
made un de r ORS 238 A.210 o n an d af te r Jul y 1,
2014.
SECTION 5. (1) The ame n dme n ts to ORS
238 .36 0 an d 238 A.210 by s e c ti o n s 1 an al S o f thi s
2013 s pe c i al s e s s i o n Ac t be c o me o pe rati v e o n
Jul y 1, 2014.
(2) The Publ i c Empl o ye e s Re ti re me n t Bo ard
may take an y ac ti o n be f o re the o pe rati v e date
s pe c i f i e d i n s ubs e c ti o n (1) o f thi s s e c ti o n to e n -
abl e the bo ard, o n an d af te r the o pe rati v e date
Chap. 2 OREGON LAWS 2013 SPECIAL SESSION
specified in subsection (1) of this section, to es-
ercise al l the duties, functions and powers con-
ferred on the board by the amendments to ORS
238.360 and 238A.210 by sections 1 and 3 of this
2013 special session Act.
SECTION 6. ORS 238.465 is amended to read:
238.465. (1) Notwithstanding ORS 238.445 or any
other prov ision of l aw, payments under this chapter
or ORS chaptex 238A of any pension, annuity, re-
tirement al l owance, disabil ity benefit, death benefit,
refund benefit or other benefit that woul d otherwise
be made to a person entitl ed thereto under this
chapter or ORS chapter 238A shal l be paid, in whol e
or in part, 'by the Publ ic Empl oyees Retirement
Board to an al ternate payee if and to the ex tent ex -
pressl y prov ided for in the terms of any judgment of
annul ment or dissol ution of marriage or of sepa-
ration, or the terms of any court order or court-
approv ed property settl ement agreement incident to
any judgment of annul ment or dissol ution of mar-
riage or of separation. [ Notwithstanding any other
prov isions of this section] Ex cept as prov ided in
subsection (5) of this section, the total v al ue of
benefits payabl e to a member and to an al ternate
payee under this section may not be greater than the
v al ue of the benefits the member woul d otherwise
be el igibl e to receiv e. Any payment under this sub-
section to an al ternate. payee bars recov ery by any
other person.
(2) A judgment, order or settl ement prov iding for
payment to an al ternate payee under subsection (1)
of this section may al so prov ide:
(a) That paym ents to the al ternate payee may
commence, at the el ection of the al ternate payee, at
any time after the earl ier of
(A) The earl iest date the member woul d be el igi-
bl e to receiv e retirement benefits if the member
separates from serv ice; or
(B) The date the member actual l y separates from
serv ice due to death, disabil ity, retirement or termi-
nation of empl oyment.
(b) That the al ternate payee may el ect to receiv e
payment- in any form of pension, annuity, retirement
al l owance, disabil ity benefit, death benefit, refund
benefit or other benefit, ex cept a benefit in the form
of a joint and surv iv or annuity, that woul d be av ail -
abl e to the member under this chapter or ORS
chapter 238A; or that woul d be av ail abl e to the
member if the member retired or separated from
serv ice at the time of el ection by the al ternate
payee, without regard to the form of benefit el ected
by the member.
(c) That the al ternate payee's l ife is the measur-
ing l ife for the purpose of measuring payments to
the al ternate. payee under the form of benefit se-
l ected by the al ternate payee and for the purpose of
determining necessary empToyer reserv es.
(d) Ex cept as prov ided in ORS 238.305 (10) and
238.325 (7 ), that any person designated by' the mem-
ber as a beneficiary under ORS 238.300, 238.305,
238.325, 238A.190 or 238A4Q0 be changed, ev en
though the member has retired and has begun re-
APP-10
ceiv ing a retirement al l owance or pension. If a
change of beneficiary is ordered under this para-
graph, the board shal l adjust the anticipated benefits
that woul d be payabl e to the member and the bene-
ficiary to ensure that the cost to the system of pro-
v iding benefits to the member and the new
beneficiary does not ex ceed the cost that the system
woul d hav e 'incurred to prov ide benefits to the
member and the original beneficiary. The judgment,
order or settl ement may not prov ide for any change
to the option sel ected by the retired member under
ORS 238.300, 238.305, 238.320, 238.325, 238A190 or
238A.400 as to the form 'of the retirement benefit.
(3) The board shal l adopt rul es that prov ide for:
(a) The creation of a separate account in the
name of the al ternate payee refl ecting the
judgment's, order's or agreement's distribution of the
member's benefits under this chapter or OR8 chap-
ter 238A;
(b) The establ ishing of criteria to determine
whether domestic rel ations judgments, orders and
agreements compl y with this section; and
(c) The definitions and procedures for the ad-
ministration of this section.
(4) An al ternate payee may designate a benefici-
ary for the purposes of death benefits payabl e under
ORS 238.390 and 238.395. Subject to ORS 238A.410
(2), an al ternate payee may del ignate a beneficiary
for the purposes of death benefits payabl e under
ORS 238A410. If the al ternate payee fail s to desig-
nate abeneficiary for the purposes of death benefits
payabl e under ORS 238.390 and 238.395, the benefits
shal l be paid as prov ided by ORS 238.390 (2). If the
al ternate payee fail s to designate a beneficiary for
the purposes of death benefits payabl e under ORS
238A410, the benefits shal l be paid as prov ided by
ORS 238A.410 (3). If a judgment, order or agreement
awards an interest to an al ternate payee, and if the
al ternate payee predeceases the member before the
al ternate payee has commenced receiv ing benefits,
the al ternate payee shal l be considered a member of
the system who died before retiring for the purposes
of the death benefits prov ided in ORS 238.390,
238.395, 238A230 and 238A.410, but for purposes of
the death benefits prov ided in ORS 238.395, the al -
temate payee shal l be considered a member of the
system who died before retiring onl y if the member
woul d hav e been el igibl e for death benefits under
ORS 238.395 had the member died at the same time
as the al ternate payee. Payment of the death bene-
fits to the beneficiaries, estate or other persons en-
titl ed to receiv e the benefits under ORS 238.390,
238.395, 238A.230 and 238A.410, shal l constitute pay-
ment in ful l of the al ternate payee's interest under
the judgment, order or agreement.
(5) Any increase in the retirement al l owance
prov ided to the member shal l increase the amounts
paid to the [ spouse or former spouse of the member]
al ternate payee in the same proportion, ex cept
that:
(a) An al ternate payee is not entitl ed to receiv e
cost-of-l iv ing adjustments under ORS 238.360 or any
other retirement- al l owance increase until benefits
APP-11
OREGON LAWS 2013 SPECIAL SESSION Chap. 2
are f i rs t pai d f rom t he s ys t em on behalf of t he
member[.]; and
(b) Coat-of-li v i ng ad jus t ment s und er ORS
238.360 or 238A.210 t o t he ret i rement allowance
pai d t o an alt ernat e payee s hall be calculat ed on
t he bas i s of t he amount of t he alt ernat e payee's
yearly allowance or yearly pens i on or benef i t ,
as t hos e t erms are d ef i ned i n ORS 238.360 and
238A.210.
(6) An alt ernat e payee und er t hi s s ect i on i s not
eli g i ble t o recei v e t he benef i t s prov i d ed und er ORS
238.4 10, 238.4 15 , 238.4 20 and 238.4 4 0 by reas on of t he
prov i s i ons of t hi s s ect i on.
(7) An alt ernat e payee who elect s t o beg i n re-
cei v i ng payment s und er s ubs ect i on (1) of t hi s s ect i on
bef ore t he member's ef f ect i v e d at e of ret i rement i s
not eli g i ble t o recei v e any ad d i t i onal payment by
reas on of cred i t i n t he s ys t em acqui red by t he mem-
ber af t er t he alt ernat e 'payee beg i ns t o recei v e pay-
ment s .
(8) Subs ect i on (1) of t hi s s ect i on appli es only t o
payment s mad e by t he board af t er t he d at e of recei pt
by t he board of wri t t en not i ce of t he jud g ment , ord er
or ag reement and s uch ad d i t i onal i nf ormat i on and
d ocument at i on as t he board may pres cri be.
(9) Whenev er t he board i s requi red t o make pay-
ment t o an alt ernat e payee und er t he prov i s i ons of
t hi s s ect i on, t he board s hall charg e and collect out
of t he benef i t s payable t o t he member and t he alt er-
nat e payee act ual and reas onable ad mi ni s t rat i v e ex -
pens es and relat ed cos t s i ncurred by t he board i n
obt ai ni ng d at a and maki ng calculat i ons t hat are
neces s ary by reas on of t he prov i s i ons of t hi s s ect i on.
The board may not charg e more t han $300 f or t ot al
ad mi ni s t rat i v e ex pens es and relat ed cos t s i ncurred
i n obt ai ni ng d at a or maki ng calculat i ons t hat are
neces s ary by reas on of t he prov i s i ons ' of t hi s s ect i on.
The board s hall allocat e ex pens es and cos t s charg ed
und er t he' prov i s i ons of t hi s s ubs ect i on bet ween t he
member and t he alt ernat e payee bas ed on t he f rac-
t i on of t he benef i t recei v ed by t he member or alt er-
nat e payee.
(10) Unles s ot herwi s e prov i d ed by t he jud g ment ,
ord er or ag reement , a member has no i nt eres t i n t he
benef i t payable t o an alt ernat e payee und er t hi s
s ect i on. Upon t he d eat h of an alt ernat e payee, t he
board s hall make s uch payment t o t he benef i ci ary
d es i g nat ed by t he alt ernat e payee as may be requi red
und er t he f orm of benef i t elect ed by t he alt ernat e
payee. If a .d eat h benef i t i s payable und er ORS
238.390 or 238.395 by reas on of t he d eat h of an al-
t ernat e payee, payment of t he d eat h benef i t s hall be
mad e t o t he benef i ci ary d es i g nat ed by t he alt ernat e
payee und er ORS 238.390 (1), or as ot herwi s e pro-
v i d ed by ORS 238.390 and 238.395 .
(11) As us ed i n t hi s s ect i on, "court " means any
court of appropri at e juri s d i ct i on of t hi s or any ot her
s t at e or of t he D i s t ri ct of Columbi a.
3
SUPPLEMENTARY PAYMENTS
SECTION 7. Sect i on 8 of t hi s 2013 s peci al
s es s i on Act i s ad d ed t o and mad e a part of ORS
chapt er 238.
SECTION 8. (1) As us ed i n t hi s s ect i on:
(a) "Yearly allowance" has t he meani ng
g i v en t hat t erm i n ORS 238.360.
(b) "Yearly pens i on or benef i t " has t he
meani ng g rav en t hat t erm i n ORS 2SSA210.
(2) Each year, t he Publi c Employees Ret i re-
ment Board s hall make a s upplement ary ~ay-
ment t o each member or member's benef i ci ary.
The s upplement ary payment s hall be equal t o
0.2b percent of t he member's or member's
benef i ci ary's yearly allowance or yearly pens i on
or benef i t , but i n no ev ent may t he s upplemen-
~(
paym ent ex ceed $1b0.
3) In ad d i t i on t o t he s upplement ary pay-
ment und er s ubs ect i on (2) of t i es s ect i on, t he
board s hall make an ad d i t i onal s upplement ary
payment each year t o each member or
member's benef i ci ary wi t h a yearly allowance
or yearly pens i on or benef i t of $20,000 or les s . A
s upplement ary payment mad e und er t hi s s ub-
s ect i on s hall be equal t o 0.26 percent of t he
member's or member's benef i ci ary's yearly al-
lowance or yearly pens i on or.benef i t .
(4 ) The board s hall make t he f i rs t s upple-
ment ary payment s und er s ubs ect i ons (2) and (3)
of t hi s s ect i on i n 2014 .
(5 ) A s upplement ary payment mad e und er
t hi s s ect i on may not be i nclud ed i n a member's
or member's benef i ci ary's yearly allowance or
yearly pens i on or benef i t f or purpos es of calcu-
lat i ng cos t-of-li v i ng ad jus t ment s und er ORS
236.360, 238.5 75 or 238A.210.
(6) The board s hall pay s upplement ary pay-
ment s und er t hi s s ect i on out of t he res erv e ac-
count es t abli s hed und er ORS 238.870 (1).
REPORT TO LEGISLATURE
SECTION 9. On or bef ore Sept ember 30, 2018,
t he Publi c Employees Ret i rement Board s hall
report t o t he Gov ernor, t he Pres i d ent of t he
Senat e and t he Speaker of t he Hous e of R.epre-
s ent at i v es on:
(1) Recommend at i ons relat i ng t o t he cos t-of-
li v i ng ad jus t ment und er t he Publi c Employees
Ret i rement Sys t em;
(2) Recomumend at i ons relat i ng t o t he cont i n-
uat i on of s upplement ary payment s t o members
and members ' benef i ci ari es und er s ect i on S of
t hi s 2015 s peci al s es s i on Act ; and
(3) Recommend at i ons on approaches t o es l-
culat i ng cos t-o£ li v i ng ad jus t ment s und er t he
s ys t em t hat t ake i nt o cons i d erat i on a ret i red
member's years of cred i t able s erv i ce.
Chap. 2 OREGON LAWS 2013 SPECIAL SESSION
SUNSET
SECTION Y o . Sectio ns 8 and 9 o f this 2o 1S
special sessio n Act are repealed o n December Hl,
2019.
JUDICIAL REVIEW
SECTION 11. (1) Jurisdictio n is co nferred o n
the Supreme Co urt to determine in the manner
pro vided by this sectio n whether this 2013 spe-
cial sessio n Act breaches any. co ntract between
members o f the Public Emplo yees Retirement
System and their emplo yers, vio lates any co n-
stitutio nal pro visio n, including but no t limited
to impairment o f co ntract rights o f members o f
the Public Emplo yees Retirement System under
Article. I, sectio n 21, o f the Orego n Co nstitutio n,
o r Article I, sectio n 10, clause 1, o f the United
States Co nstitutio n, o r is invalid fo r any o ther
reaso n.
(2) A perso n who is adversely affected by this
2018 special sessio n Act o r who will be adversely
affected by this 2013 special sessio n Act may in-
stitute apro ceeding fo r review by filling with the
Supreme Co urt a petitio n, that meets the fo l-
lo wing requirements:
(a) The petitio n must be filed within 60 days
after the effective date o f this 2013 special ses-
sio n Act.
(b) The petitio n must include the fallo wing:
(A) A statement o f the basis o f the chal-
lenge; and
(B) A statement and suppo rting affidavit
sho wing ho w the petitio ner is adversely affected.
APP-12
(3) The petitio ner shall serve a co py o f the
petitio n by registered o r certified mail upo n the
Public Emplo yees Retirement Bo ard, the Atto r-
ney General and the Go verno r.
(4) Pro ceedings fo r review under this sectio n
shall be given prio rity o ver all o ther matters
befo re the Supreme Co urt.
(5) The ,Supreme Co urt shall allo w public
emplo yers participating in the Public Emplo yees
Retirement System to intervene in any pro ceed-
ing under this sectio n.
(6) In the event the Supreme Co urt deter-
mines that tLere are factual issues in the peti•
tio n, the Supreme Co urt ma appo int a special
master to hear evidence an~to prepare reco m•
mended findings o f fact.
CAPTIONS
SECTION 12. The unit captio ns used in this
2013 special sessio n Act are pro vided o nly fo r
the co nvenience o f the reader and do no t be-
co me part o f the statuto ry law o f this state o r
express any legislative intent in the enactment
o f this 2018 special sessio n Act.
EMERGENCY CLAUSE
SECTION 13. This 2013 special sessio n Act
being necessary fo r the immediate preservatio n
o f the public peace, health and safety, an. emer-
gency is declared to east, amd this 2013 special
sessio n Act takes effect o n its passage.
_Appro ved by the Go verno r Octo ber S, 2013
F iled in the o ffice o f Secretary o f State Octo ber 8, 2013
Effective date Octo ber 8, 2013
Table 2d. H i s t o r i c al Co ns umer P r i c e Index f o r A ll Ur ban Co ns umer s ( CP I- U~ : U. S. c i t y aver age, all i t ems
A P P ~ 7 3
( 19824='100, unles s at h envi s e no t ed)
Year Jan. Feb. Mar . A pr . May June Jui y A ug. Sep. O c t . No v, O ec .
1913 9.8 8.8 8.8 9.8 9.7 B.8 8.8 9.9 10.0 10.0 10.1 10.0
1914 10.0 9.9 9.9 9.8 9.9 9.9 10.0 10.2 1D.2 10.1 10.2 1~ .1
1915 70.1 10.0 9.9 10.0 10.1 70.1 10.1 10.1 10.1 10.2 10.3 10.3
1918 10.4 10.4 10.5 i 0.6 10.7 10.8 10.8 10.9 11.1 11.3 11.5 17.6
7917 11.T 12.0 12.0 12.6 12.8 13.0 12.8 13.0 13.3 13.5 13.5 13.7
1818 14.0 74.7 14.0 14.2 14.5 14.7 15.1 15.4 15.7 16.0 t 6.3 16.5
1979 16.5 16.2 16.4 18.7 16.9 1f i .9 17.4 17.7 17.8 18.1 18.5 18.9
1920 19.3 19.5 79.7 20.3 20.6 20.8 20.8 20.3 20.0 19.9 79.8 19- 4
1921 79.0 18.4 18.3 18.1 17.7 17.6 17.7 77.7 i 7.5 17.5 77.4 17.3
1922 16.9 16.8 16.7 16.7 16.7 16.7 7B.8 76.6 16.6 16.7 16.8 16.9
7923 16.8 16.8 16.8 16.9 16.9 17.0 17.2 77.1 17.2 17.3 17.3 17.3
1924 17.3 77.2 17.1 17.0 1T.0 17.0 17.1 17_D 17.1 17.2 17.2 17.3
1925 17.3 1T.2 17.3 17.2 17.3 17.5 17.7 17.7 17.7 17.7 18.0 17.9
1926 17.9 1 T.9 17.8 17.9 17.8 7 7.7 17.5 17.4 17.5 17.6 17.7 17.7
1927 17.5 17.4 17.3 17.3 17.4 17.6 17.3 17.2 77.3 17.4 17.3 17.3
1928 17.3 1T.1 77.1 17.1 17.2 77.1 17.1 17.1 17.3 17.2 17.2 17.1
1929 17.1 17.1 17.0 16.9 17.0 17.7 17.3 17.3 17.3 .17.3 17.3 772
1930 17.1 17.0 16.9 17.Q 16.9 16.8 16.6 16.5 16.6 16.5 16.4 76.1
1931 15.9 15.7 15.6 15.5 15.3 15.1 15.1 15.1 15.0 14.9 14.7' 14.6
1932 14.3 74.1 14.0 13.9 13.7 13.6 13.6 13.5 73.4 13.3 13.2 13.1
1933 12.9 12.7 12.6 12.6 12.6 72.7 13.1 13.2 13.2 13.2 13.2 13.2
1934 13.2 13.3 13.3 13.3 13.3 13.4 13.4 13.A 13.6 13.5 13.5 13.4
1935 13.6 13.7 13.7 13.8 13.8 73.7 13.7 73.7 73.7 13.7 13.8 13.8
1836 13.8 13.5 13.7 73.7 13.7 73.8 13.9 14.0 14.0 14.4 14.0 14,0
1937 14.1 14.1 74.2 74.3 14.4 14.4 14.5 14.5 14.6 14.6 14.5 14.4
1938 14.2 14.7 14.1 14.2 14.1 14.1 14.1 14.t 74.7 14.0 1A .0 14.0
1839 74.0 13.9 13.9 13.8 13.8 13.B 13.8 13.8 14.1 14.0 14.D 14.0
1940 13.9 14.0 14.0 14.0 14.0 i 4.1 14.0 74,0 14.0 14.0 14.0 14.1
1941 14.1 14.7 14.2 14.3 74.4 14.7 14.7 14.9 15.1 15.3 15.4 15.5
1942 15.7 15.8 16.0 76.1 16.3 16.3 1f i .4 16.5 76.5 16.7 16.8 16.9
1943 16.9 16.8 17,2 17.4 17.5 17.5 17.4 17.3 17.4 17.4 17.4 17.4
1944 17.4 1T.4 17.4 17.5 17.5 17.6 17.7 77.7 17.7 77.7 77.7 77.8
1845 77.8 17.8 17.8 77.8 77.9 18.1 1,8.1 78.1 78.1 18.1 18.1 18.2
1946 182 18.1 78.3 18.4 18.5 1g.7 19.8 20.2 20.4 20.8 27.3 21.5
1947 21.5 21.5 21.9 21.8 21.8 22.0 22.2 22.5 23.0 23.0 23.1 23.4
1948 23.7 23.5 23.4 23.6 23.9 24.1 24.4 24.5 24.5 24.4 24.2 24.1
1949 24.0 23.8 25.8 23.9 23.8 23.9 23.7 23.8 23.8 23.7 23.8 29.6
1950 23.5 23.5 23.6 23.6 23.7 23.8 24.1 24.3 24.4 24.8 24.7 25.0
1951 25.4 25.7 25.8 25.8 25.9 25.9 25.8 25.9 26.1 26.2 26.4 28.5
1952 28.5 26.3 2f i .3 26.4 26.4 2f i .5 26.7 26.7 26.7 26.7 2B.7 26.7
1953 28.6 26.5 26.6 26.6 26.7 26.8 26.8 26.9 26.9. 27.0 26.8 26.9
1959 26.9 2&.9 26.9 2f i .8 26.9 ~ 28.9 26.9 26.9 2f i .8 26.8 26.8 26.7
1955 26.7 26.7 26.7 26.7 26.7 26.7 26.8 26.8 26.9 26.9 26.9 26.8
1956 2f i .8 28.H 2f i .8 2f i .9 27.0 27.2 27.4 27.3 27.4 27.5 27.5 27.6
1957 27.f i 27.7 27.6 27.9 28.0 28.7 28.3 28.3 26.3 28.3 26.4 28.4
1958 28.6 26.6 28.8 28.9 28.9 28.8 28.0 28.9 28.9 28.9 2B.0 28.8
1859 29.0 28.9 28.9 29.0 29.0 29.1 28.2 29.2 29.3 29.4 28.4 28.4
1980 29.3 28.4 29.4 29.5 29.5 29.6 28.6 29.6 29.8 29.6 29.8 29.8
1987 29.6 29.8 29.8 29.8 29.8 29.8 30.0 29.9 30.E 30.0 30.0
~
30.0
19f i 2 3D.0 30.1 30.1 30.2 30.2 30.2 30.3 39.3 30.4 30.4 30.4 30.4
1983 30.4 30.4 30.5 30.5 30.5 30.6 30.7 30.7 30.7 3D.6 3U.8 30.9
1984 30.9 30.9 30.9 30.9 30.9 31.0 31.1 31.0 31.1 31.1 31.2- 31.2
1965 31.2 31.2 31.3 31.4 31.4 31.6 31.6 31.6 31.6 31.7 31.7 31.8
1956 31.8 32.0 32.1 32.3 32.3 32.4 32.5 32.7 32.7 32.9 32.8 32.9
1967 32.9 32.8 33.0 33.1 33.2 33.3 33.4 33.5 33.6 33.7 33.8 33.9
1968 34.1 34.2 34.3 34.4 34.5 34.7 34.8 35.0 35.1 35.3 35.4 35.5
1969 35.6 35.8 36.1 36.3 36.4 36.6 36.8 37.0 37.1 37.3 37.5 37.7
See f ao lno t es at er d o f li able.
86 CP I Det ai led Repo r t- Febr uar y 2014
Table 24. Historical Consumer Price Index for All Urban
APP~7 4
Consumers (CPI•U~: U. S. eity average, ail
items-Continued
(1982-84=100, unless oth erw ise noted)
Year
Semianrnlal
averages
Annual
B~&
Percen[ch ange
~1O m ~eviois
1st 2nd
Dec.
Annual
h alt h all avg.
1973 9.9
1914 10.0 1.0 1.0
1915 10.1 2.0 7.0
7916 10.9 12.6 7.9
1917 12.8 18.1 17.4
1918 15.1 20.4 18.0
1914 17.3 14.5 146
1920 20.0 2.6 15.6
1921 1T.9 -1D.8 -10.5
19?2 16.8 -2.3 -6.1
1923 17.1 2.4 1.8
197A 17.1 .D .0
1925 17.5 3.5 2.3
192fi 17.7 •1.1 1.1
7927 _ 17.4 -2.3 -1.7
1928 17.1 -12 -1.7
1929 _ _ 17.1 .& .0
79~ 76.7 -6.4 -2.3
1931 15.2 -9.3 -B.0
f932 t3.7 -10.3 -9.9
1833 13.0 .8 -5.1
1934 13.4 1.5 3.1
1835 _ _ 13.7 3.d 22
1938 _ _ 13.9 1.4 1 S
1937 _ 14.4 2.9 3.6
1938 _ 14.1 -2.8 -2.1
1939 13.9 .0 -1.4
1940 14.0 .7 .7
1941 14.7 9.9 5.0
1942 16.3 9.0 10.9
1843 _ _ 17.3 3,0 6.1
1944 _ _ 17.6 2.3 1.7
IB45 _ 18.0 22 2.3
1846 18.5 18.1 8.3
1947 22.3 8.8 14.4
1948 24.1 3.0 8.1
1949 23.8 -2.1 -12
1950 _ 24.1 5.9 1.3
1951 _ _ 26.0 8.0 79
1952 26.5 .8 1.9
1853 _ _ 26.7 .7 .8
1954 26.8 -.7 .7
IB55 2fi.8 .4 -.4
1956 27.2 3.0 1' .5
1857 26.1 2.9 3.3
1858 28.8 7.8 2.8
1959 29.1 17 .7
l9fi0 29.6 1.4 1.7
196' 1 _ 29.9 .7 1.0
1962 30.2 1.3 1.0
1963 _ 30.6 1.6 1.3
1964 3t~ 1.0 1.3
IB65 31.5 1.8~ 1.6
i 8fifi 32.4 3.5 2.9
967 33.4 3A 3J
968 34.8 4.7 4.2
9B9 36.7 62 5.5
See footnotes at end of table.
87 CPI Detailed Report-February 2014
Table 24. Historical Consumer Price index for All Urban Consumers (CPI-U): U. S. city average, all items-Contin~ P~75
(198254=100, unless oth erw ise noted)
Year Jan. Feb. Mar. Apr. May June July Aug. Sep. Oct Nov, Dec.
1970 37.8 38.0 38.2 38.5 ' 38.6 38.8 38.0 39.0 392 39.4 38.6 39.8
1971 39.8 39.9 4D.D 40.1 40.3 40.6 40.7 40.8 44.8 9U.9 40.9 41.7
1972 41.1 41.3 41.4 41.5 41.6 41.7 47.8 42.0 42.1 42.3 42.4 42.5
1973 42.fi 42.9 43.3 43.6 43.9 44.2 44.3 45.1 452 45.6 45.8 4&2
1974 46.6 47.2 47.8 48.0 48.6 49.0 49.4 50.a 50.6 51.1 51.5 61.9
7975 52.7 52.5 52.7 52.9 53.2 53.8 54.2 54.3 54.6 54.9 55.3 55.5
1978 55.6 55.8 55.9 58.1 56.5 56.8 57.1 57.4 57.6 57.9 58.0 fi8.2
7977 56.5 ~ 58.7 59.5 60.0 60.3 60.7 61.0 61.2 61.4 61.6 61.9 82.7
1978 62.5 62.9 63.4 fi3.9 84.5 65.2 65.7 6fi.0 56.5 67.1 67.4 67.7
1979 68.3 69.1 69.8 70.6 71.5 72.3 73.1 73.8 74.6 75.2 75.8 76.7
19~ 77.8 T8.9 80.1 81.0 61.8 82.7 82.7 83.3 84.0 84.8 85.5 86.3
1981 87.0 87.8 88.5 89.1 89.8 90.6 91.6 92.3 93.2 B3.4 83.7 94.0
t B82 94.3 94.6 04.5 84.9 85.8 97.0 87.5 97.7 97.9 98.2 98.0 97.6
1983 97.8 87.9 87.8 98.6 98.2 98.5 89.9 100.2 100.7 101.0 107.2 101.3
1984 i01.9 192.4 102.8 103.1 703.4 103.7 104.1 104.5 105.0 105.3 105.3 105.3
1985 105.5 108.0. 108.4 10fi.9 107.3 107.fi 17.8 108.0 108.3 108.7 709.0 109.3
1988 109.fi 189.3 108.8 108.6 1D8.9 109.5 109.5 109.7 110.2 110.3 110.4 110.5
1967 111.2 117.8 112.7 112.7 113.7 713.5 113.8 114.4 115.0 115.3 175.4 115.4
1988 115.7 116.0 116.5 117.1 117.5 118.0 118.5 119.0 119.8 120.2 12D.3 120.5
1989 121.1 121.6 122.3 123.1 123.8 124.1 124.4 124.fi 125.0 125.fi 125.9 126.1
1990 127.4 128.0 128.7 728.9 129.2 129.9 130.4 131.6 132.7 733.5 133.8 133.8
1994 134.6 134.8 t35.D 135.2 135.8 136.0 136.2 136.6 137.2 137.4 737.8 137.9
IB92 138.1 138.6 138.3 738.5 738.7 140.2 140.5 740.8 141.3 741.8 142.0 141.9
1993 142.6 143.1 143.8 144.0 144.2 144.4 144.4 144.6 145.1 145.7 745.8 145.8
994 146.2 146.7 147.2 147.4 147.5 148.0 148.4 149.0 148.4 749.5 149.7 149.7
995 150.3 150.9 151.4 151.9 152.2 152.5 152.5 152.9 953.2 153.7 753.6 163.5
998 154.4 154.9 155.7 156.3 156.6 156.7 157.0 167.3 157.8 158.3 158.8 768.8
997 159.1 159.6 160.0 T60.2 160.1 160.3 160.5 160.$ 161.2 161.6 761.5 161.3
996 161.6 161.9 762.2 162.5 162.8 183.0 183.2 783.4 163.8 184.0 184.0 163.9
999 164.3 164.5 165.0 166.2 166.2 166.2 166.7 167.1 167.9 788.2 168.3 168.3
1000 168.8 169.8 771.2 171.3 171.5 172.4 172.8 172.8 173.7 774.0 174.1 174.0
',001 175.1 775.8 176.2 176.8 177.7 178.0 177.5 177.5 178.3 177.7 177.4 17fiJ
'002 177.1 177.8 178.8 179.8 178.8 779.9 780.1 180.7 18T.0 181.3 181.3 180,9
003 181.7 183.7 184.2 183.6 183.5 183.7 183.9 184.6 185.2 i85.0 184.5 784.3
004 185.2 186.2 187.4 788.0 188.1 189.7 189.4 189.5 188.8 190.9 191.0 190.3
905 190.7 191.8 183.3 194.6 194.4 194.5 185.4 186.4 198.8 198.2 197.6 786.8
006 198.3 198.7 189.8 201.5 202.5 202.9 203.5 203.9 202.9 201.8 201.5 201.8
007 202.416 203.499 206.3fi2 206.686 2U7.949 208.353 208.298 207.917 208.490 208.938 210.177 270.U36
006 21t.4~ 211.693 213.528 214.823 216.832 278.815 219.989 279.086 218.783 278.573 212.425 210.228
009 211.~g3 212.193 212.7UB Zi3.240 213.858 275,893 215.351 215.634 275.969 216.177 216.33U 21b.949
010 218.887 216.741 217.631 218.009 278.178 217.965 218.017 218.312 218.439 218.711 218.803 279.179
071 220.223 221.308 223.467 224.908 225.964 225.722 ~5.9T2 226.545 226.889 226.A21 226.2 225.672
072 228.685 227.663 229.392 230.085 228.815 229.478 X9.104 230.378 231.407 231.317 230.221 229.801
013 230.280 232.186 232.773 232.531 232.945 233.504 733.596 233.877 234.149 233.546 233.069 233.049
074 733.91& 234.781 _
See footnotes at end of fable.
88 CPI Detailed Report-February 2014
Table 24. Historical Consumer Price Index for All Urban
APP-16
Consumers CPI-U): U. S. cky averege, all
items-Continued
(7982 4=1a0, unless oth erw ise noted)
Year
Semiannual
averages
Annual
a~ e~
Percent ch arge
<fOm p revious
1st 2nd
Dec.
A^"ual
h alf h alf a~ + g.
7970 38.8 5 .6 5 .7
7971 _ A0.5 3.3 4.4
1972 41.8 3.4 32
1973 44.4 8.7 &2
1974 49.3 723 11.0
4975 5 3.8 6.9 B .7
1976 5 6.9 4.9 5 .6
1977 60.6 6.7 6,5
1978 65 .2 9.0 7.6
1979 72.B 13.3 71.3
1980 82.4 12.5 73.5
1981 90.9 8.9 10.3
1982 96.5 3.8 62
1983
~
99.6 3.8 32
1984 102.9 104.9 103.9 3.9 4.3
1985 106.8 708.5 107.6 3.8 3.6
1986 109.1 170.1 1D9.6 7.7 1.9
1987 112.4 714.9 113.6 4.4 3.6
1988 116.8 718.7 118.3 4.4 4.7
1999 122.7 .125 .3 124.0 4.6 4.8
1980 128.7 132.6 130.7 8.1 6.4
1981 135 2 137.2 136.2 3.1 42
1992 139.2 141.4 140.3 2.B 3.0
1993 143.7 145 .3 144.6 , 2.7 3A
1994 147.2 149.3 148.2 2.7 2.8
1995 15 1.5 15 3.2 15 2.4 2.5 2.8
1998 15 5 .8 15 7.9 15 8.9 3.3 3.0
1997 15 9.9 161.2 160.5 1.7 2.3
1998 162.3 163.7 763.0 1.6 1.6
1999 ' 165 .4 167.8 166.6 2.7 22
200 170.8 773.6 172.2 3.4 3A
2001 176.6 777.5 177.1 1.6 2.8
2002 778.9 18D.9 178.8 2.4 1.8
2003 183.3 184.6 184.0 1.9 2.3
2004 187.6 190.2 188.9 3.3 2.7
2U05 ' 193.2 197.4 195 .3 3.4 3.4
2Q06 200.8 202.8 201.8 2.5 32
2007 205 .709 206.978 207.342 4.1 29
2008 214.429 216.1 T7 215 .303 .1 3.6
2U09 213.139 215 .935 274.5 37 2.7 -.4
2010 217.5 35 218.5 7fi 216.05 6 1.5 7.6
2D11 ?23.5 98 226.28D 224.939 3.0 3?
2012 228.85 0 230.338 228.5 94 1J 2.7
2013 232.386 233.648 232.85 7 1.5 7.5
2014
- Data not available.
NOTE Index ap p lies to a month as a w h ole, not to arty sp eck date.
89 CPI Detailed Rep ort-February 2014
CERTIFICATE OF FILING AND SERVICE
I hereby c ert i f y t ha t I el ec t ro n i c a l l y f i l ed t he f o rego i n g RESPONDENT
CITY OF PORTLAND' S ANS WERING BRIEF AND SUPPLEMENTAL
EXCERPT OF RECORD wi t h t he St a t e Co urt Ad m i n i s t ra t o r, Ap p el l a t e Co urt
Rec o rd s Sec t i o n , 1163 St a t e St reet , Sa l em , OR 97301, o n Augus t 25, 2014.
I f urt her c ert i f y t ha t t he f o rego i n g RESPONDENT CITY OF
PORTLAND'S ANSWERING BRIEF AND SUPPLEMENTAL EXCERPT
OF RECORD wi l l be s erved el ec t ro n i c a l l y a n d / o r by Fi rs t Cl a s s Ma i l o n
Augus t 25, 2014, o n t he f o l l o wi n g i n d i vi d ua l s :
ANNA M. JOYCE
So l i c i t o r Gen era l
KEITH L. KUTLER
As s i s t a n t At t o rn ey Gen era l
MICHAEL A. GASPER, OSB #062000
As s i s t a n t At t o rn ey Gen era l
Dep a rt m en t o f Jus t i c e
1162 Co urt St reet NE
Sa l em , OR 97301
MATTHEW MERRITT
As s i s t a n t At t o rn ey Gen era l
Dep a rt m en t o f Jus t i c e
1515 SW 5th Aven ue, Sui t e 410
Po rt l a n d , OR 97201
At t o rn eys f o g Res p o n d en t s El l en
Ro s en bl um , Publ i c Em p l o yees
Ret i rem en t Sys t em , Jo hn A.
Ki t z ha be~ , St a t e o f Orego n , Publ i c
Em p l o yees Ret i rem en t Bo a rd
GREGORY HARTMAN
ARUNA A. MASIH
Ben n et t , Ha rt m a n , Mo rri s &Ka p l a n
210 SW Mo rri s o n St reet , Sui t e 500
Po rt l a n d , OR 97204
At t o rn eys f o r Pet i t i o n ers Ai ken ,
Cl o us e, Cus t er, Di t t e~ , Do m en i go n i ,
Ha wki n s , Jo hn s o n , Mo ro , O'Ki ef ,
Si l i en c e, Sm i t h, Vi c kery a n d Vo c k
MICHAEL D. REYNOLDS
At t o rn ey a t La w
8012 Sun n ys i d e Aven ue N.
Sea t t l e, WA 98103
Pa o Se Pet i t i o n er
GEORGE A RIEMER
Ari z o n a CJC
1501 W. Wa s hi n gt o n St reet , Sui t e 229
Pho en i x, AZ 85007
Pro Se Pet i t i o n er
2
J . MICHAEL PORTER
Mi l l e r Nash LLP
111 SW 5 ~ ' Ave nue , Sui t e 3400
Po r t l and , OR 97204
At t o r ne y fo g Re spo nd e nt Be ave r t o n
Scho o l D i st r i ct
WAYNE STANLEY J ONES
18 No r t h F o x hi l l Ro ad
No r t h Sal t Lake , UT 8405 4
Pr o Se Pe t i t i o ne r
D ANIEL B. ATCHISON
Ci t y At t o r ne y' s Offi ce
5 5 5 Li b e r t y St r e e t SE, Sui t e 205
Sal e m, OR 97301
At t o r ne y fo g Re spo nd e nt Ci t y o f
Sal e m
EUGENE KARAND Y II
Offi ce o f t he Li nn Co unt y At t o r ne y
104 4t h SW, Ro o m 123
Al b any, OR 97321
ROB BOVETT
Asso ci at i o n o f Or e go n Co unt i e s
1201 Co ur t St r e e t NE, Sui t e 300
Sal e m, OR 97301
At t o r ne ys fo g Re spo nd e nt Li nn
Co unt y
W. MICHAEL GILLETTE
SARA KOBAK
LEORA COLEMAN-F IRE, OSB#1135 81
WILLIAM B. CROW, OSB #6 10180
Schwab e Wi l l i amso n &Wyat t PC
1211 SW 5 ~ ` Ave nue , Sui t e 1900
Po r t l and , OR 97204
At t o r ne ys fo r Int e ~ ve no ~ Le ague o f
Or e go n Ci t i e s
ED WARD H. TROMPKE
J o r d an Rami s PC
2 Ce nt e r po i nt e D r i ve , 6t h F l o o r
Lake Oswe go , OR 97035
At t o Nne y fo g Re spo nd e nt Tual at i n
Val l e y F i r e &Re scue
CRAIG CRISPIN
Cr i spi n Empl o yme nt Lawye r s
1834 SW 5 8th Ave nue , Sui t e 200
Po r t l and , OR 97221
At t o r ne y fo Y Ami cus Cur i ae , AARP
LISA M. F REILEY
Or e go n Scho o l Bo ar d Asso ci at i o n
1201 Co ur t St r e e t NE
PO Bo x 106 8
Sal e m, OR 97308
WILLIAM F . GARY
SHARON RUD r ]ICK
Har r ang Lo ng Gar y Rud ni ck PC
36 0 E. 10th Ave nue , Sui t e 300
Euge ne , OR 97401
At t o r ne ys fo r Re spo nd e nt s Be ave r t o n
Scho o l D i st r i ct , Est acad a Scho o l
D i st r i ct , Or e go n Ci t y Scho o l
D i st r i ct , Ont ar i o Scho o l D i st r i ct ,
We st Li nn Scho o l D i st r i ct and Be nd
Scho o l D i st r i ct , and fo r Int e r ve no r
Or e go n Scho o l Bo ar d s Asso ci at i o n
and Asso ci at i o n o f Or e go n Co unt i e s
SARAH K. D RESCHER
Te d e sco Law Gr o up
3021 NE Br o ad way
Po r t l and , OR 97232
At t o r ne y fo r Ami cus Cur i ae
Int e r nat i o nal Asso ci at i o n o f F i r e
F i ght e r s
~ j
Hon. Stephen K. Bushong
Spec i a l Ma ster
Mul tnoma h County Ci rc ui t Court
1021 S W 4th Avenue
P ortl a nd , OR 97204
s/Ha rpy AueNba c h
HARRY AUERBACH, OSB #821830
Chi ef Deputy Ci ty Attorney
KENNETH A. Mc GAIR, OSB #990148
Deputy Ci ty Attorney
Attorneys for Respond ent
Ci ty of P ortl a nd

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