Bonner v. County of San Diego

44 Cal. Rptr. 3d 116, 139 Cal. App. 4th 1336, 2006 Daily Journal DAR 6587, 2006 Cal. Daily Op. Serv. 4485, 2006 Cal. App. LEXIS 804
California Court of Appeal·Decided May 26, 2006·No. D045238·Published·Cited by 14 cases

Opinion

Opinion

BENKE, Acting P. J.

INTRODUCTION

The County Employees Retirement Law of 1937 (the CERL) (Gov. Code, 1 § 31450) establishes retirement allowances for persons classified as “general members” (see § 31670 et seq.) and more generous retirement allowances for persons classified as “safety members” (see § 31662 et seq.). Although safety members receive more generous benefits, they must contribute to their county retirement systems at a higher rate than general members. (Compare § 31620 et seq. with § 31639 et seq.)

Section 31469.4 defines safety members to include “persons employed as probation officers,” but provides, “The provisions of this section shall not be applicable in any county until the board of supervisors by resolution make the provisions applicable.” When a county adopts the provisions of section 31469.4, the employees affected must elect, within one year, to be treated as safety officers. (§ 31558.6.) When by amendment to the CERL the definition *1341 of safety members is expanded, affected employees may also elect to have their previous service treated as service of a safety member. (§ 31639.7.) However, the employees must make this election at the time they elect to be treated as safety members and arrange to contribute the difference between their prior contributions and the higher contributions required of safety members plus interest. (§ 31639.7.)

Following a collective bargaining agreement with its probation officers, defendant and respondent County of San Diego (the County) made section 31469.4 applicable in San Diego as of January 1, 1999, and by virtue of the collecting bargaining agreement, then-current probation officers elected to become safety members of defendant and respondent San Diego County Employees’ Retirement Association (the Association).

Plaintiffs and appellants Gary Bonner, Jeffrey Flynn and Merrie L. Birkenbach (collectively, appellants) are former probation officers, each of whom ceased being a County employee prior to January 1, 1999. At the time they left County employment, each of the appellants was eligible to leave their “accumulated contributions in the [County’s] retirement fund and be granted a deferred retirement allowance,” which they could begin to collect at the time they could have retired if they had remained in county service. (§ 31700.) Each of the appellants elected deferred retirement when they left the County’s employ prior to January 1, 1999.

Each of the appellants applied to the Association for a retirement allowance after January 1, 1999. Although they had not elected to have their earlier service treated as safety member service or contributed the difference between their general member contributions and the amount required of safety members, they asserted that they were entitled to the benefit of the County’s adoption of section 31469.4. They relied on section 31705 which provides that persons on deferred retirement are entitled to have their “retirement allowance . . . calculated according to the provisions of [the CERE] as they exist at the time of the commencement of the retirement allowance.” (§ 31705.) The Association declined to provide the appellants with safety member allowances.

Appellants filed this action against the County and the Association (collectively, respondents). In their complaint, appellants claimed the Association improperly failed to calculate their retirement benefits in accordance with section 31705.

Respondents filed a motion for summary judgment in which they claimed the Association did not violate section 31705 in calculating appellants’ retirement allowances because appellants were not entitled to be reclassified *1342 from general to safety members, since they were not County employees at the time section 31469.4 became applicable in the County. The trial court granted respondents’ motion for summary judgment and subsequently entered judgment in favor of respondents.

We affirm. Although the CERL allows certain employees who are leaving County service to elect deferred retirement, the CERL does not give them the right to make any further elections which may thereafter be afforded County employees.

FACTUAL AND PROCEDURAL BACKGROUND

Appellants are former probation officers in the County who left County employment prior to January 1, 1999. Upon leaving County service, each appellant elected deferred retirement from the County and became employed with another public agency within the CERL system. 2 In December 1998 the San Diego County Board of Supervisors passed a resolution that provides in pertinent part: “IT IS RESOLVED that the Board of Supervisors of the County of San Diego hereby determines that effective January 1, 1999, the provisions of Government Code section 31469.4 [defining safety members to include ‘persons employed as probation officers’] are applicable in the County of San Diego.” As the County notes, this resolution was adopted as a part of a collective bargaining process between the County and the San Diego County Probation Officers Association (the Union). The County and the Union had agreed that probation officers would have safety member status prospectively and could purchase, on a revenue neutral basis, credit for past safety service. 3

In March 2002 Bonner and Flynn each retired and began receiving retirement benefits from the Association. 4 In March 2003 appellants brought an action against respondents, 5 seeking declaratory and injunctive relief. Appellants sought, among other forms of relief: (1) a judicial determination that respondents had violated section 31705 by calculating appellants’ retirement benefits under provisions of the CERL that were in effect at the time *1343 they went on deferred status, rather than according to the provisions of the CERL as they existed at the time payment of appellants’ retirement allowances commenced; and (2) an injunction prohibiting respondents from making such incorrect calculations in the future.

In November 2003 respondents filed a joint motion for summary judgment on the ground that section 31469.4 did not apply to appellants because they were not employed as safety members on the date section 31469.4 became applicable in the County. Appellants opposed the motion. After oral argument, the trial court granted respondents’ motion for summary judgment and entered judgment in their favor. Appellants filed a timely notice of appeal.

DISCUSSION

Appellants claim that although they were not County employees as of the date section 31469.4 6 became applicable in the County, they are entitled to receive safety member allowances from the Association when they retired. In particular, appellants claim that section 31639.7 7

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Bonner v. County of San Diego, 44 Cal. Rptr. 3d 116, 139 Cal. App. 4th 1336, 2006 Daily Journal DAR 6587, 2006 Cal. Daily Op. Serv. 4485, 2006 Cal. App. LEXIS 804 (Cal. Ct. App. 2006).

44 Cal. Rptr. 3d 116 (Bonner v. County of San Diego) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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