HomeMy WebLinkAboutLegislation 1-14-10��-
City of Miami
Legislation
Ordinance
File Number: 08-00687
City Halt
3500 Pan American
Drive
Miami, FL 33133
www.miamigov.com
Final Action Date:
AN ORDINANCE OF THE MIAMI CITY COMMISSION AMENDING CHAPTER
40/ARTICLE IV/DIVISION 3, OF THE CODE OF THE CITY OF MIAMI, FLORIDA,
AS AMENDED, ENTITLED "PERSON NEUPENSION AND RETIREMENT
PLAN/CITY OF MIAMI GENERAL EMPLOYEES' AND SANITATION EMPLOYEES'
RETIREMENT TRUST," TO AMEND AND UPDATE THE ORDINANCE; MORE
PARTICULARLY BY AMENDING SECTIONS 40-245,40-254, 40-255 AND 40-266;
CONTAINING A SEVERABILITY CLAUSE, AND PROVIDING FOR AN
EFFECTIVE DATE.
BE IT ORDAINED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA:
Section 1. Chapter 40/Article IV/Division 3 of the Code of the City of Miami, Florida, as amended,
is amended in the following particulars:{1}
"CHAPTER 40
PERSONNEL
ARTICLE IV. PENSION AND
RETIREMENT PLAN
DIVISION 3. CITY OF MIAMI GENERAL EMPLOYEES'
AND SANITATION EMPLOYEES' RETIREMENT TRUST
Sec. 40-245. Asset Management and Investments.
(d) Permissible investments.
(2) No more than fwe seven percent of the fund at b3 x* market value may be
invested in any one entity of the categories listed below:
e. Common stock and preferred stock of foreign corporations; provided that the
overall investment under this paragraph shall not exceed tee fifteen
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percent of the market value of the total trust fund.
(e) Limitations on investment.
(1) Trust funds may not specifically be invested in private placements, E61redGlIar
see iri4ie6 fGF8igR Gpedits or debt to equity exchanges.
Sec. 40-254. Paybacks for membership credit.
(2) Credit for continuous service as a nonmember.
a. Any person who is now a member of the Plan who had prior service with the City as a
probationary, full-time temporary, or permanent employee, classified or unclassified,
but who at the time of the service was not a member of the Plan, may purchase up
to four years of that prior non -membership service. The pFeyisieRG of this 68GtiGR
shall net apply tG the positien of standby labeFeF in the DepaFtmeRt Gf Solid Waste
regaFd'ess of the pay h Contributions will be based on the member's current
rate of earnable compensation and the current contribution rate. Interest shall be
charged at a uniform rate as determined by the board.
Sec. 40-255. Benefits.
(e) SeWiGe lRGW Accidental disability retirement - Job Injury.
(3) A member shall be eligible for an accidental disability retirement
from the date of entry into the Plan. Application for disability retirement shall be made on a form
prescribed by the board of trustees. The member shall execute such medical releases as are
necessary to permit the board to review the medical records needed to determine the question of
disability and to discuss said records at a public meeting. Upon receipt of an application for a disability,
the board shall refer the application to its physician for review. The applicant for a disability shall be
required to submit to such medical examinations as the board appointed physician shall deem
necessary. The board appointed physician, and any referring specialists, shall report their findings to
the board. The report shall include a determination, to the extent reasonably possible, of the origin of
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the disability, whether the disability is permanent and whether the disability is total. In making those
determinations, the physician(s) shall be bound by the definition of disability set forth in this Plan.
(6) No applicant for a sePi^e ire^urred accidental disability retirement may receive benefits
under this section if the accident, injury or illness is shown to have occurred due to the gross
negligence on the part of the member. The term "gross negligence" shall be defined as willful, wanton
or malicious conduct on the part of the member demonstrating a total disregard for human life, safety
and property.
(7) Except for disabilities arising from the causes outlined in s, lbSe^+i^^ ( `, ^ section
below, A member who is granted a GeNiG8 ORG i ffed, accidental disability retirement shall receive a
benefit equal to 66 2/3 percent of the member's average final compensation or 66 2/3 of the member's
compensation in the year immediately preceding the member's disability, whichever is greater. The
benefit shall be paid yearly, in monthly installments, for life of the member. Members receiving a
benefit under this section shall not be eligible for a return of contribution nor for optional allowances
provided in this Plan under subsections (h) and (i).
(8) Upon the death of a member i^ re^vi„+ of hcnefits under this +io-R who has received an
accidental disability the spouse of the member who was designated by the member on the date of
retirement as said member's spouse shall receive payment of an amount equal to 40 percent of the
member's monthly retirement allowance during the lifetime of the spouse.
04) -(fl Service -Incurred disability retirement - Heart Disease, Hypertension, Tuberculosis.
M Any member who becomes totally and permanently incapacitated for duty as a result of
heart disease, hypertension or tuberculosis, shall be presumed to have a service -incurred disability
heenu in the line of duty, unless a physical examination upon entering the plan revealed that
such condition existed at that time or competent substantial evidence determines that the injury is not
the result of a workplace injury. Such person may be eligible for a service -incurred disability provided
that a physician retained by the board, after a medical examination of such member, certifies that such
member is totally incapacitated for duty. Such person shall receive benefits equal to those paid for an
ordinary disability, with a minimum benefit of 40 percent of average final compensation. Upon the
death of a member who has received a service -incurred disability retirement no future pension benefits
will be due to any beneficiary.
{2) LQ A DROP participant shall not be entitled to receive a service incurred disability
retirement.
kf) (g) Ordinary death benefits; post-retirement death benefits.
(g) (h) Service -incurred death benefit.
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{h) (i) Return of contributions.
{4 M Optional allowances.
4 (K Change in beneficiary. Any member who elects a survivorship option for a spouse
pursuant to subsection (1) may designate a new spousal beneficiary in accordance with procedures
established by the board; provided, that an actuarial valuation will be made following such election,
and the benefit for the retiree will be recalculated so that it is the actuarial equivalent of the benefit
payable to the original spouse. It is intended that the Plan will pay only one survivor benefit for any
member of the Plan and will not incur an increase in benefit costs by reason of a change in designated
beneficiary.
kk-)-M Deferred retirement option program. Effective upon ratification of the A.F.S.C.M.E.,
Local 1907, labor agreement for October 1, 2001 through September 30, 2004, the DROP of the
retirement plan shall be available for general employees and shall consist of a FORWARD DROP and
a BACKDROP. Any general employee who has reached age 55 with ten years of creditable service, or
who has attained a combination of age plus years of creditable service equal to 70, shall be eligible to
participate in the DROP.
(1) Election to participate. Upon election of participation in the DROP, by using forms and
procedures as prescribed by the board of trustees, a member's creditable service, accrued benefits,
and compensation calculation shall be frozen and shall be based on the member's average final
compensation as the basis of calculating the DROP payment. Upon commencement of participation in
the DROP, the member's contribution and the city contribution to the retirement plan for that member
shall cease as the member will be earning no further service credit. The member shall not acquire
additional pension credit for the purposes of the pension plan but may continue city employment for up
to a maximum of 36 48 months.
(2) Maximum participation. The maximum period of participation in the DROP, is 36 48 months.
Once the maximum participation has been achieved, the participant must terminate employment.
(3) Creation of individual account. For each general employee electing participation in the DROP, an
individual account shall be created.
(4) Earnings on DROP account. The board of trustees of the retirement plan shall establish, by
administrative rule, a series of investment vehicles which may be chosen by participants in the DROP.
Any losses incurred on account of the option selected by the participant shall not be made up by the
city or the GESE trust fund, but any such loss shall be borne by the participant only. Upon participation
in the DROP, the member shall make a selection of the earnings program on forms provided by the
board. All interest shall be credited to the member's DROP account.
(5) Distribution of DROP benefits. Upon conclusion of a period of participation in the DROP not to
exceed the maximum set forth in subsection 2, the participant shall terminate employment. Upon
termination of employment, a participant may receive payment from the DROP account in the following
manner:
a. Lump sum distribution; or
b. Periodic payments; or
c. Rollover of the balance to another qualified Retirement Plan, IRA, or an Internal Revenue Code
Section 457 Plan; or
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d. An annuity.
A participant may defer payment until the latest date authorized by Section 401(a)(9) of the Internal
Revenue Code.
(6) Drop participation shall not affect any other death or disability benefit provided to a member under
federal law, state law, city ordinance, or any rights or benefits under any applicable collective
bargaining agreement.
(7) If a DROP participant dies before the DROP account balances are paid out in full, the person(s)
designated by such DROP participant shall receive such DROP account balances in accordance with
the DROP participant election in effect at the time of death.
(8) Any employee who enters into a DROP agreement shall be bound by the terms and conditions of
that agreement.
(9) Forward DROP. The date of entry into the FORWARD DROP shall be the beginning of a pay
period. Payment shall be made by the retirement plan into the participant's DROP account in an
amount equal to the regular monthly retirement benefit which the participant would have received had
the participant separated from service and commenced the receipt of benefits from the plan. The
amount of the monthly benefit shall be determined based on the creditable service, average final
compensation, and retirement option selected in accordance with section 40-255 of this Code. Upon
conclusion of a period of participation in the DROP not to exceed the maximum set forth in subsection
2, the participant shall terminate employment with the city.
Election of a FORWARD Drop Program precludes participation in a BACDROP program.
(10) BACDROP. A general employee may elect to BACDROP to a date no further back than the
date of the member's retirement eligibility date. The BACDROP period must be in 12 -month
increments, beginning at the start of a pay period, not to exceed 36 12 months. Participation in the
BACDROP does not preclude participation in the FORWARD Drop program.
The benefits for purpose of the BACDROP will then be actuarially calculated to be the equivalent to
the benefit earned at the date of retirement. Said calculation will consist of the present value of
benefits being equal to the actuarially reduced benefit, plus a lump sum with interest, as determined by
the retirement plan's actuary. Participant contributions will not be returned for the period of time
covered by the BACDROP program.
The lump sum as calculated by the retirement plan's actuary will be based on the assumed investment
return of the fund without discount for mortality and deposited into the newly created DROP account.
ti} ) Reemployment of retirees.
Sec. 40-266. Transfer of accumulated leave.
(a) Members eligible to receive accumulated sick leave, accumulated vacation leave or any other
accumulated leave payable upon retirement/separation (including DROP) may elect, not later than the
year prior to retirement to have the leave transferred to the Plan in accordance with the respective
collective -bargaining -agreement, if applicable. Members on whose behalf leave has been transferred
may elect one of the following options within 30 days of retirement/separation. Members failing to elect
a distribution option within 30 days of retirement/separation will be deemed to have elected Option 1
below:
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File Number.' 08-00687
(1) Receive a lump sum equal to the transferred leave balance, or
(2) Transfer the entire amount of the transferred leave balance directly to any eligible
retirement plan, or
(3) Purchase additional service credit as may permitted by the Code (including Section 40-
254(6) - Purchase of additional service upon retirement). If the leave balance exceeds the cost of the
service credit purchased, the balance shall be paid to the member in a lump sum.
*11
Section 2. If any section, part of section, paragraph, clause, phrase or word of this Ordinance is
declared invalid, the remaining provisions of this Ordinance shall not be affected.
Section 3. This Ordinance shall become effective immediately upon its adoption and signature of
the Mayor.{2}
APPROVED AS TO FORM AND CORRECTNESS
JULIE O. BRU
CITY ATTORNEY
Footnotes:
{1} Words and/or figures stricken through shall be deleted. Underscored words and/or figures shall be
added. The remaining provisions are now in effect and remain unchanged. Asterisks indicate omitted
and unchanged material.
{2} If the Mayor does not sign this Ordinance, it shall become effective at the end of ten calendar days
from the date it was passed and adopted. If the Mayor vetoes this Ordinance, it shall become effective
immediately upon override of the veto by the City Commission.
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