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Legislation
Ordinance
City Hall
3500 Pan American
Drive
Miami, FL 33133
www.miamigov.com
File Number: 08-01254 Final Action Date:
(4/STHS VOTE)
AN EMERGENCY ORDINANCE OF THE MIAMI CITY COMMISSION AMENDING
CHAPTER 40/ARTICLE IV OF THE CODE OF THE CITY OF MIAMI, FLORIDA, AS
AMENDED, ENTITLED "PERSONNEL/PENSION AND RETIREMENT PLAN,"
PURSUANT TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT
BETWEEN THE CITY OF MIAMI ("CITY") AND THE INTERNATIONAL
ASSOCIATION OF FIRE FIGHTERS LOCAL 587 AND BETWEEN THE CITY AND
THE FRATERNAL ORDER OF POLICE LODGE 20, BY ADDING A NEW DIVISION,
DIVISION 5, ENTITLED "PENSION STABILIZATION FUND FOR THE CITY OF
MIAMI FIREFIGHTERS' AND POLICE OFFICERS' RETIREMENT TRUST;"
CONTAINING A SEVERABILITY CLAUSE AND PROVIDING FOR AN EFFECTIVE
DATE.
WHEREAS, the City of Miami ("City") and the International Association of Fire Fighters ("I.A.F.F."),
Local 587, certified bargaining agent for sworn fire personnel, entered into a collective bargaining
agreement; and
WHEREAS, the City and the Fraternal Order of Police ("FOP") Lodge 20, certified bargaining
agent for sworn police personnel, have entered into a collective bargaining agreement; and
WHEREAS, the I.A.F.F. and the FOP bargaining agreements include a provision for the
development and implementation of a Pension Contribution Stabilization Fund; and
WHEREAS, the City Commission finds that it is appropriate to amend Chapter 40, Article IV of the
Code of the City of Miami, Florida, as amended ("City Code"), by adding a new Division, Division 5, to
the Ordinance to provide for the Pension Contribution Stabilization Fund; and
WHEREAS, the City Commission finds that it is in the best interest of the City, its employees and
its residents to amend Chapter 40 of the City Code, by including the provisions of the Pension
Contribution Stabilization Fund;
NOW, THEREFORE, BE IT ORDAINED BY THE COMMISSION OF THE CITY OF MIAMI,
FLORIDA:
Section 1. The recitals and findings contained in the Preamble to this Ordinance are adopted by
reference and incorporated as if fully set forth in this Section.
Section 2. Chapter 40/Article IV of the City Code, entitled "Personnel/Pension and Retirement
Plan," is amended in the following particulars:{1}
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File Number: 08-01254
"Chapter 40"
PERSONNEL
ARTICLE IV. PENSION AND RETIREMENT PLAN
* * *
DIVISION 5. PENSION STABILIZATION FUND FOR THE CITY OF MIAMI FIREFIGHTERS' AND
POLICE OFFICERS' RETIREMENT TRUST
Sec. 40. . Definitions.
Unless a different meaning is plainly required by the context, the following words and phrases as
used in this Trust document shall have the meanings set forth below:
City shall mean the City of Miami.
Retirement System shall mean the City of Miami Firefighters' and Police Officers'
Retirement Trust.
Trust shall mean the City of Miami Firefighters' and Police Officers' Retirement
Contribution Stabilization Fund Trust.
Board or the Board of Trustees shall mean the board discussed in Article III below.
Member or member in service shall mean an employee for whom contributions to the
Retirement System are made as required by the City of Miami Code of Ordinances,
Chapter 40, Division 2, City of Miami Firefighters' and Police Officers' Retirement
Trust.
Valuation payroll shall mean the covered payroll of members in service of the Retirement
System.
Sec. 40. . Purpose.
The purpose of the Trust is to assist in stabilizing the City's annual contributions to the City of
Miami Firefiqhters' and Police Officers' Retirement Trust. All actions and interpretations of the
Board of Trustees pursuant to this Trust shall be done for and with the purpose of assisting with
the stabilization of the City's annual contributions to the Retirement System.
Sec. 40. . Board of Trustees.
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(a) Composition.
(1) The Board of Trustees of this Trust shall be comprised of:
(a) the City Manager;
(b) the Chief Financial Officer; and
(c) the Director or Chief of Employee Relations.
(b) Term of office.
The term of office for each Trustee shall be as long as each individual is employed in
his or her respective position with the City.
(c) Fiduciary responsibility.
The Board of Trustees shall exercise its fiduciary responsibility in accordance with the
law.
(d) Conduct of Business.
(1) The City Manager shall act as chair of the Board of Trustees.
(2) The affirmative. votes of two Trustees shall be necessary for any action taken by the
Board.
(3) The Board of Trustees shall meet at least quarterly.
(4) The City Manager shall ensure that a record of all of proceedings of the Board of
Trustees is maintained, which shall be open to public inspection in accordance with F.S.
Ch. 119. Such records shall reflect a complete account of the actions taken by the
Board.
(5) Subject to any limitation contained in this Trust, the Ordinance establishing this
Trust, and applicable trust law, the Board may from time to time establish such rules
and regulations as are necessary for efficient administration and management of the
Trust.
f6) The Board of Trustees or the City may purchase fiduciary insurance in order to
provide protection to the Trust against loss by reason of error or omission of the
Trustees.
(7) All expenses of administering this Trust shall be paid by the City of Miami, not this
Trust.
Sec. 40. . Trust Fund; Investments.
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(a) Nature of the Trust; Fiduciary Duties of Trustees.
(1) The Board of Trustees shall hold the Trust to be applied in accordance with the
provisions contained herein. All contributions made to the Trust by the City and all
assets whatsoever of the Trust and any income derived therefrom, without distinction
between principal and income, shall be held in a single fund. The Board of Trustees
may, however, segregate or invest separately any portion of the Trust.
(2) The Board of Trustees shall be the named fiduciary of the Trust. As named
fiduciary, the Board shall hold, manage, control and safeguard the Trust solely in the
interest of assisting with the stabilization of the City's required contribution to the
Retirement System, as follows:
a. For the exclusive purpose of assisting with the stabilization of the City of
Miami's required annual contributions to the Retirement System;
b. With the care, skill, prudence, and diligence under the circumstances then
prevailing that a prudent person acting in a like capacity and familiar with such
matters would use in the conduct of an enterprise of a like character and with
like aims;
c. By diversifying the investments of the Trust so as to minimize the risk of
losses, unless under the circumstances it is clearly prudent not to do so;
d. In accordance with ordinances and other applicable law, documents and
other instruments governing the Trust.
e. The attorney for the Board of Trustees shall be the City Attorney.
(b) Trust property.
(1) Trust property shall consist of all cash, securities and other property, together with
such other cash, securities and other property as the Board may at any time hold or
acquire from the City as herein provided, and any income or interest derived therefrom.
(2) The Board may buy, sell, convert, redeem, exchange, or otherwise dispose of Trust
property at any public or private sale without notice or advertisement, for cash or upon
credit with or without security, without obligation on the part of any person dealing with
the Board to see the application of the process of or inquire into the validity, expedience
or propriety of any such disposition, and may make, execute, acknowledge and deliver
contracts, assignments, waivers, or other instruments.
(3) The Board shall have the authority to vote upon any stocks, bonds, or securities of
any corporation, association, or trust and to give general or specific proxies and powers
of attorney with or without power of substitution: to participate in mergers,
reorganizations, recapitalizations, consolidations, and similar transactions with respect
to such securities; to deposit such stock or other securities in any voting trust or any
protective or like committee or with depositories designated by the Board; to amortize or
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fail to amortize any part or all of the premium or discount resulting from the acquisition
or disposition of assets; and generally, to exercise any of the powers of an owner with
respect to stocks, bonds, or other investments comprising the Trust which the Board
may deem to be in the best interest of the Trust to exercise.
(c) Investments. The Board shall have the power to invest the assets of the Trust in real or
Personal property, wherever situated. The Board shall invest and manage investment
assets in accordance with an investment policy adopted and periodically revised by the
Board. The investment policy shall comply with Section 112.661, Fla. Stat., including
providing for a custodian, investment managers, and independent investment consultant.
Sec. 40. . Contributions to the Trust.
(a) Beginning October 1, 2008, any time the City's contributions to normal costs fall below
thirty seven percent (37%), the difference between the contributions to normal costs and
thirty seven percent (37%) will be deposited into this Trust, forthwith.
(b) Payments to this Trust are not required for any fiscal year in which the funding levels of this
Trust are equal to ten percent (10%) of the actuarial value of assets of the Retirement
System.
Sec. 40. . Distributions from the Trust.
Distribution shall be made from the Trust only to the Retirement System and solely as provided in this
subsection. Trust property shall be distributed to the Retirement System whenever the City's annual
contributions to the Retirement System exceed thirty-seven percent (37%) of valuation payroll, unless
the City chooses to pay the annual contributions above thirty-seven percent (37%), or any portion
thereof, in any particular fiscal year. Distributions from the Trust shall be made solely to supplement
the City's contributions to the Retirement System, and the amount of such distributions in any fiscal
year shall not exceed the difference between thirty-seven percent (37%) of valuation of payroll (or any
amended amount as provided herein,) and the actual annual required City contribution to the
Retirement System in excess of thirty-seven percent (37%) of valuation of payroll, (or any amended
amount as provided herein.) (For example, if in a particular fiscal year the City is required to pay forty
percent (40%) of valuation payroll to the Retirement System, the City shall pay a minimum of
thirty-seven percent (37%) of valuation payroll, and a distribution in the amount of three percent (3%)
of valuation payroll shall be made from the Trust to the Retirement System. If in that year the City
chooses to pay thirty-nine percent (39%) of valuation payroll, then a distribution in the amount of one
percent (1%) of valuation payroll shall be made from the Trust to the Retirement System. If, however,
in a particular fiscal year the City is required to pay thirty-seven percent (37%) or less of valuation
payroll, then no distribution shall be made from the Trust to the Retirement System, and the City shall
pay that entire amount). In no event may the City receive a distribution from the Trust except as
provided herein. No Trust property, or income or interest derived therefrom, may be used for any
purpose except to satisfy the City's obligation to make contributions to the Retirement System as
described above.
Sec. 40. . Spendthrift/Non-Assignment.
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No interest in the principal or income of this Trust shall be anticipated, assigned or encumbered,
or be subject to any creditor's claim or to legal process prior to its actual distribution by the
Trustees. No person shall have the power to sell, assign, transfer, encumber, or in any other
manner anticipate or dispose of any interest or potential interest in the Trust or the income
produced thereby, prior to its actual distribution by the Trustees as provided herein. No party or
person shall have any assignable interest in the Trust or in the income therefrom. Neither the
Trust principal nor income shall be liable for the debts of any party or person.
Sec. 40. . Irrevocable Trust.
This Trust shall be irrevocable, provided however, it may be amended by mutual agreement through
collective bargaining pursuant to Chapter 447, Part II, Fla. Stat. between the City of Miami and the
Fraternal Order of Police (FOP), Lodge 20, for and as applicable to its bargaining unit members, or
between the City of Miami and the International Association of Firefighters (IAFF), Local 587 for and
as applicable to its bargaining unit members.
Sec. 40. . Termination.
This Trust shall terminate upon termination of the Retirement System, and all the Retirement
System's liabilities have been paid in full, if ever. If for any reason this Trust cannot remain in
existence until the Retirement System terminates, this Trust shall remain in existence for 360
years.
Section 3. If any section, part of a section, paragraph, clause, phrase or word of this Ordinance
is declared invalid, the remaining provisions of this Ordinance shall not be affected.
Section 4. This Ordinance is declared to be an emergency measure on the grounds of urgent
and public need for the preservation of peace, health, safety, and property of the City of Miami, and
upon the further grounds of the necessity to make the required and necessary payments to its
employees and officers, payment of its debts, necessary and required purchases of goods and
supplies, and to generally carry on the functions and duties of municipal affairs.
Section 5. The requirements of reading this Ordinance on two separate days is dispensed with
an affirmative vote of not less than four -fifths (4/5ths) of the members of the Commission.
Section 6. This Ordinance shall become effective immediately upon its adoption and signature
of the Mayor. {2}
City of Miami
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APPROVED AS TO FORM AND CORRECTNESS:
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 if effect and remain unchanged. Asterisks indicate
omitted and unchanged material.
{2} This Ordinance shall become effective as specified herein unless vetoed by the Mayor within ten
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 or upon the effective date
stated herein, whichever is later.
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