HomeMy WebLinkAboutItem #01 - First Reading OrdinanceIl Iw IIII MII\YliGiri
ORDINANCE NO.
AN ORDINANCE AMENDING CERTAIN SUB -SECTIONS OF THE MIAMI
CITY EMPLOYEES RETIREMENT SYSTEM (ORDINANCE NO. 2230,
DECEMBER 6, 1939, AS AMENDED) AND THE MIAMI CITY GENERAL
EMPLOYEES' RETIREMENT PLAN (ORDINANCE NO. 5624, MAY 2,
1956, AS AMENDED), AS APPEARING IN CODIFIED FORM AS A
PART OF CHAPTER NO. 2 OF THE CODE OF THE CITY OF MIAMI,
FLORIDA 1957, AS AMENDED, MORE PARTICULARLY BY REPEAL-
ING SECTION 2-95 AND BY REPEALING SUB -SECTIONS 2-96(3)
AND 2-111(3) AND SUBSTITUTING THEREFOR NEW SUB -SECTIONS
2-95(3), (4), (5), (6) and (7) APPOINTING A SUCCESSOR
TRUSTEE FOR THE CITY EMPLOYEES' RETIREMENT SYSTEM TRUST,
DESCRIBING THE TRUST PROPERTY, PRESCRIBING THE RECORDS
TO BE MAINTAINED, THE DUTIES, RESPONSIBILITIES AND IN-
VESTMENT AUTHORITY OF THE SUCCESSOR TRUSTEE SO APPOINTED,
AND SUBSTITUTING NEW SUB -SECTIONS 2-111(3), (4), (5), (6)
AND (7), APPOINTING A SUCCESSOR TRUSTEE FOR THE MIAMI CITY
GENERAL EMPLOYEES' RETIREMENT PLAN TRUST, DESCRIBING THE
TRUST'S PROPERTY, PRESCRIBING THE RECORDS TO BE MAINTAINED,
THE DUTIES, RESPONSIBILITIES, AND INVESTMENT AUTHORITY OF
THE SUCCESSOR TRUSTEE, SO APPOINTED, CONTAINING A SEVER -
ABILITY CLAUSE.
WHEREAS, the members of the Retirement Board,
administering the Miami City Employees' Retirement
System and the Miami City General Employees' Retirement
Plan, acting jointly and in concert with the Investment
Committee supervising the investments of the Retirement
System and Plan Trusts, acting jointly and in concert,
have conducted extensive studies of the administration
of the Trusts for the Miami City Employees' Retirement
Plan and determined that a change in Trustees and In-
vestment Policy followed by the Trustees for the System
and the Plan, is in the best interest of the City of
Miami and the Members of the Retirement System and
Plan; and
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"DCCUME T INDEX
CITY
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REMM rs:
WHEREAS, the Retirement Board, administering
the Retirement System and the Retirement Plat, acting jointly
and in concert with the Investment Committee supervising
the investments of the Retirement System and Plan, have
recommended that successor Trustees be appointed to adminis-
ter The City Employees' Retirement System Trust and The
Miami City General Employees' Retirement Plan Trust, and
that the investment authority exercised by the successor
Trustee be expanded to allow for a more diversified invest-
ment policy; and
WHEREAS, neither Ordinance No. 2230, adopted
December 6, 1939, as amended, creating The Miami City
Employees' Retirement System nor Ordinance No. 5624, adopted
May 2, 1956, as amended, creating The Miami City General
Employees' Retirement Plan were included as a portion of
the new Code
September 1,
1967; and
of the City of Miami, Florida, effective
1967, as adopted by Ordinance No. 7585, July 25,
WHEREAS, said System and Plan now both exist in
accordance with the codified form as appears in Chapter 2
of the Code of the City of Miami, Florida, 1957, as amended,
in addition to basic ordinance form; and
WHEREAS, any addition or amendments to either
said System or said Plan can thus be made by reference
to the section designations as they appear in said Chapter 2
of the Code of the City of Miami, Florida, 1957, as amended;
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NOW, THEREFORE, BE IT ORDAINED BY THE COMMISSION
OF THE CITY OF MIAMI , FLORIDA:
Section 1. Section 2-95 of The Miami City Employees'
Retirement System and The Miami City General Employees' Retirement
Plan (Ordinance No. 2230, December 6, 1939 and Ordinance No.
5624, May 2, 1956) as said Ordinances, as amended, appear in
codified form as a part of Chapter .2 of the Code of the City
of Miami, Florida 1957, as amended, is repealed.
Section 2. Subsection 2-96(3) of The Miami City
Employees' Retirement System and The Miami City General Employees'
Retirement Plan (Ordinance No. 2230, December 6, 1939 and
Ordinance No. 5624, May 2, 1956) as said Ordinances, as amended,
appear in codified form as a part of Chapter 2 of the Code of the
City of Miami, Florida, 1957, as amended, is amended, by
repealing the said Subsection 2-96 and substituting therefore new
Subsections of 2-96 as follows:
(3) Appointment of Successor Trustee
1. The Miami City Employees Retirement System Trust is an
irrevocable trust established by Ordinance. The City
Commission of the City Of Miami, having retained that right,
does hereby appoint a successor Trustee to administer the
trust thereby created. The successor Trustee, designated
as the Board of Trustees of the Miami City Employees Retire-
ment System, shall consist of eleven (11) members, or as
otherwise provided in Paragraph 3 of this sub -section.
Two (2) members shall be qualified and acting City
Commissioners and nine (9) members shall be qualified
and acting members of the Retirement Board.
2. Members of the City Commission serving on the Board
of Trustees shall serve at the pleasure of the City
Commission and only during their incumbency in office.
The members of the Retirement Board shall serve on
the Board of Trustees only during the time they are
acting members of the Retirement Board of the Miami
City Employees' Retirement System. The first Board
of Trustees hereby appointed shall consist of those
personnel constititing the Investment Committee
appointed pursuant to the previously existing Trust
Agreement.
3. The City Commission reserves the right to increase
the number of members on the Board of Trustees by not
more than two (2) and to remove the Trustees appointed
hereunder, either individually or collectively, and
appoint a successor Trustee or Board of Trustees, as
may be appropriate.
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4. The Board of Trustees shall elect from its membership
a Chairman and a Vice -Chairman, and shall appoint an
Executive Secretary, who may, but is not required to, be
a member of the Board of Trustees. A majority of the metibers
of the Board of Trustees shall constitute a quorum for the
purpose of meeting and transacting business; providing how-
ever, that no recommendation or proposit;on submitted to the
Board of Trustees may be passed or acted upon, except upon
the affirmative vote of a majority of the entire membership.
5. Each Trustee shall take an oath of office and make a
written acknowledgment of his acceptance of the duty,
responsibility and authority of a Trustee. A Trustee
shall serve without compensation, but shall be reim-
bursed for any expense incurred as a result of a service
as a Trustee.
5. The Board of Trustees shall hold regular meetings
at least quarterly in each year and special meetings at
such times as the Chairman or a majority of the Board
may deem necessary.
7. The Board of Trustees, hereinafter referred to as
the Trustee, subject to the approval of the Commission,
may employ persons or firms, ;including, but not limited
to Attorneys, Auditors, and Investment Advisers or
Counsellors, to advise or assist the Trustee in the
performance of Trustee's duties. The Trustee may act
without independent investigation upon the advice of
the advisers so retained and may employ oweor more
Agents to perform any act of administration, which
the Trustee is authorized to perform.
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8. 7;1'2 Trustee is authorized to prosecute or defend actions,
r Lc?ims, or II"'-,,^,= di.:ys of aav nature or ;._Lac for the protec-
tion o: trust assets and of the Trustee in the per`ormance
of the duties of the Trustee.
(4) Trust Propert,;
The trust property to be administered by the successor
�.
Trustees appointed hereby Shall consist of all cash, securities,
and other property which shall have been heretofore accumulated
by the predecessor Trustee on behalf of the trust administered
for the Miami City Employees Retirement System together with
such other cash, securities, or other property, which the
Trustee may at any time hold or acquire from or on behalf of
the City or members of the Retirement System and the accruals
thereto. The trust property, hereinafter referred to as the
Fund, shall be held by the Trustee in trust hereunder and
invested and applied by it as hereinafter provided.
2. The Trustee shall be vested with full legal title to
the Fund, which shall be held as an irrevocable retirement fund
to be applied from time to time in accordance with the directions
of the Retirement Board of the Miami City Employees Retirement
System and as otherwise herein set forth. All contributions
from time to time paid to the Trustee by the City, by members
of the System and all assets whatsoever of the Fund and the
income thereof without distinction between principal and income,
shall be held and administered by the Trustee in one single
trust fund. The Trustees may, but shall not be required to,
segregate or invest separately any portion of the Fund.
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3. The `rust
shall cause any 'grocer=-r 1.n v?stmentS . se-
curities, or accounts acquired or ._.:.in a_ art by it to be
registered, titled, or listed to reflect ownership by the
Board of Trustees and the books and records of the `1'= ust
shall at all times show that all investments are part o= the
Fund.
(5) Records to be maintained
1. The Trustee shall require that anv Agent retained or
employed and having .custody or control of any Trust Property
shall keep accurate and detailed accounts of all investments,
receipts, disbursements, and other transactions hereunder
and all accounts, books, and records relating thereto shall
be open to inspection and audit at all reasonable tires by
the City, the Trustee, the Retirement Board or their designee.
2. The Trustee shall also keep accurate and detailed accounts
of all investments, receipts, disbursements, and other trans-
actions hereunder, and all accounts, books, and records relating
thereto shall be open to inspection and audit at all reasonable
-times by the City, the Retirement Board Members of the System,
or their designee..
(6) Duties and Responsibilities of Trustee
1. The Trustee shall take possession of, hold, manage, control
and safeguard the trust property.
2. The Trustee shall disburse monies from the Fund to the
Director of Finance of the City of 1.liami for Retirement System
purposes, upon written request drawn uoon ::he Trustee by the
City Finance Director. Payments by the Trustee to the Director
of Finance may be made out of principal or income or out of
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11611110166i,
oth pr =n'cial and income. '.%e 'i`;13tee :s.^:31i p av out monies
from the trust upon such written recuisitions and shall not be
concerned with the application of such monies by tha Director
of Finance. His receipt thereof sh 7n11 cor'_3t: _ut3 a full
acquittance to the Trustee.
3. The Trustee shall cause all assets of the Fund to be kant
productive of income, having regard for the disbursement
requirements of the trust.
4. The Trustee may buy, sell, convert, redeem, exchange,
or otherwise dispose of any property held by it at any public
or private sale without notice or advertisement for cash or
upon credit with or without security, without obligations on
the part of any person dealing with the Trustee to see the
application of the process of or in ::ire into the validity,
expediency or propriety of any such disposition and nay make,
execute, acknowledge and deliver any and all contracts, as-
signments, waivers, or other instruments. In the event that
any of the acts listed above are performed on behalf of the
trust by agents appointed by the Trustee, the Trustee may
delegate the authority granted by this Subsection to such agents.
5. The Trustee is impowered, but is not required, to vote upon
any stocks, bonds, or securities of any corporation, association,
or trust, and to give general or specific proxies or 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 Trustee, subject to the approval of the Commission; to
amortize or fail to amortize _:r part or all of th p_emiva
or discount resulting from the acquisition of disposition of
assets; and generally, to exercise any of the powers of an
owner :with respect to socks, bonds, or other investments,
comprising the Trust Fund Jhich it may deed to be to the
best interest of the Trust Fund to exercise.
6. The Trustee shall not be required to make any inventory
or appraisals or report to any court, nor to secure any
order of court for the exercise of any powRr. herein contained.
7. The Trustees, individually and collectively, shall not be
liable for the making, retention or sale of any investment or
reinvestment made by it as herein p_otrided, nor for any loss
to or diminishment of the Fund, except. that due_ to said Trustees
own negligence, wilful misconduct or lack of good faith. The
Trustee shall not be liable for any loss incurred in connection
with the selection or performance of Fund investments made
by or at the direction of Investment Counsel. However, the
Trustee shall have a continuing duty to observe and evaluate
the performance of any Investment Counsel retained. If, in the
sole discretion of. the Trustee, it is determined that the
Investment Counsel is not performing in a manner satisfactory
to the Trustee, then the Trustee shall do whatever may be
necessary to improve the performance of the Investment Counsel
or to terminate the employment of such In_vestrtent Counsel,
subject to the approval of The City Commission of The City of
Mi ami .
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(7) Investment Authority
The Trustee shall have the following oo'.Jers and authority in
the investment and administration of fund assets:
1. Trust Funds shall be invested and reinvested in Such security
O in such property, real or personal or ri :.:ed wherever situated
as the Trustee shall deem advisable.
In the acquisition, in-
vestment, reinvestment, exchange, retention, sale and management
of property for the benefit of the fund, the Trustee shall
exercise and require that'persons or firms retained to act as
Investment Counsel, Investment Advisors or money managers,
exercise all judgment and care under the circumstances then pre-
vailing which men of prudence, discretion and intelligence
exercise in the management of their own affairs not in regard to
speculation, but in regard to the permanent disposition of their
funds, considering the probable income as well as the probable
safety of their capital.
Trust funds may be invested as follows:
(1) Without limitation in:
(a) Bonds, notes or other obligations of the
United States or those guaranteed by the United
States or those guaranteed by the United States
or for which the credit of the United States is
pledged for the payment of the principal and
interest or dividends thereof.
(b) Certificates of deposit of any bank incorporated
under the laws of this State or any national bank
organized under the laws of the United States to
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PP RTR IE
do 'business and situated in this State to the
extent that such savings accounts are insured
with the Federal Government or an agency
thereof and if the Certificates of Deposit are
secured by the deposit of securities of the
United States Government.
(2) Not more than ten percent (1O%) of the fund may be in-
vested in any one entity of the categories listed below:
(a) Common stock, preferred stock, and interest
bearing obligations of corporations having
an option to convert into common stock, issued
by a corporation organized under the laws of
the .Tnited States, any state ororganized
territory -of the United States -and the District
of Columbia, provided the aggregate investment
of the fund in any one issuing corporation shall
not exceed three percent (3%) of the outstanding
capital stock of that corporation.
(b) Notes secured by first mortgages on real property,
insured or guaranteed by the Federal Housing
Administration or the Veterans' Administration.
(c) Interest bearing obligations with -a fixed maturity
of any corporation within the United States,
provided such obligations are rated by at least
two nationally recognized rating services in any
one of the four highest classifications approved
by the Comptroller of the currency for the invest-
ment of funds of national banks or if only one
nationally recognized rating service shall rate
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such obli,gations, then.
hey= ._ ?t.'r(' ��_.. J..' _ -i ;has _ f arto
(34 hh.z
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heretofore m-_1`__ o: -
-.-Tithin the 1; .it .ti ons of L.h3 _ .:==^._. 3�?;_G; rC.,
s authorized to acquire and retain .17er_ - o0 o=O_ tv,
personal or mixed, and every kind o,_ _.'!3St-e = specifically
included, but not by Way of limitations, bonds, de''bentur es and
ogler corporation obligations and stocks, preferred or common,
which men of prudence, discretion and intelligence acquire and
•retainfor their own account and ithin the limitations of
�Or'e o±n standard may y` taro _ =opfl_t_r �r c erL J' ?C , •:'_rad :;it1'.a t
S
li lltatiorL as to time and without regard. to its su! tabi i i tv for
original purchase.
Section 3. Subsection 2-111(3) of the Miami City
Employees' Retirement System and the :Miami City General
Employees' Retirement Plan (Ordinance ro. 2230, December 6,
1939, and Ordinance No. 5624, May 2, 1956) as said Ordin,aces,
as amended, appear in codified fcrra as a par _ of Chapter 2
of
the Code of the City of Miami, Florida, 1937, as '=endad is
amended, by repealing the said Subsection 2- i 11 ( 3) and s':.^-
sti toting therefore new Subsections 2 --1.11 as follows:
1 9_.
1.
(3) Appointment of Successor Trustee
The Miami City Employees Retirement S7stem Trust is an
irrevocable trust established by Ordinance. The City
Commission of the City of Miami, raving retained that right,
does hereby appoint a successor Trustee to administer the
trust thereby created. The successor Trustee, designated
as the Board of Trustees of the Miami City Employees Retire-
ment System, shall consist of eleven (11) members, or as
otherwise provided in Paragraph 3 of this sub -section.
Two (2) members shall be qualified and acting City
Commissioners and nine (9) members shall be qualified
and acting members of the Retirement Board.
2. Members of the City Commission serving on the Board
of Trustees shall serve at the pleasure of the City
Commission and only during their incumbency in office.
The members of the Retirement Board shall serve on
the Board of Trustees only during the time they are
acting members of the Retirement Board of the Miami
City Employees' Retirement System. The first Board
of Trustees hereby appointed shall consist of those
personnel constittt.ng the Invest►:,ent Committee
appointed pursuant to the previously existing Trust
Agreement.
3. The City Commission reserves the right to increase
the number of members on the Board of Trustees by not
more than two (2) and to remove the Trustees appointed
hereunder, either individually or collectively, and
appoint a successor Trustee or Board of Trustees, as
may be appropriate
•
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4. The Board of Trustees shall elect from its membership
a Chairman and a Vice -Chairman, and shall appoint an
Executive Secretary, who May, but is not required to, be
a member of the Board of Trustees. A majority of the members
of the Board of Trustees shall constitute a quorum for the
purpose of meeting and transacting business; providing how-
ever, that no recommendation or proposit;on submitted to the
Board of Trustees may be passed or acted upon, except upon
the affirmative vote of a majority of the entire membership.
5. Each Trustee shall take an oath of office and make a
written acknowledgment of his acceptance of the duty,
responsibility and authority of a Trustee. A Trustee
shall serve without compensation, but shall be reim-
bursed for any expense incurred as a result of a service
as a Trustee.
6. The Board of Trustees shall hold regular meetings
at least quarterly in each year and special meetings at
such times as the Chairman or a majority of the Board
may deem necessary.
7. The Board of Trustees, hereinafter referred to as
the Trustee, subject to the approval of the Commission,
may employ persons or firms, including, but not limited
to Attorneys, Auditors, and Investment Advisers or
Counsellors, to advise or assist the Trustee in the
performance of Trustee's duties. The Trustee may act
without independent investigation upon the advice of
the advisers so retained and may employ one or more
Agents to perform any act of administration, which
the Trustee is authorized to perform.
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8. The Trustee is authorized to prosecute or defend actions,
claims, or proceedings of any nature or kind for the protec-
tion of trust assets and of the Trustee in the performance
of the duties of the Trustee.
(4) Trust Property
1. The trust property to be administered by the successor
Trustees appointed hereby shall consist of all cash,
securities, and other property which shall have been here-
tofore accumulated by the predecessor Trustee on behalf of
the trust administered for the Miami City General Employees
Retirement Plan together with such other cash, securities,
or other property, which the Trustee may at any time hold
or acquire from or on behalf of the City or members of the
Retirement Plan and the accruals thereto. The trust property,
hereinafter referred to as the Fund, shall be held by the
Trustee in trust hereunder and invested and applied by it
as hereinafter provided.
2. The Trustee shall be vested with full legal title to
the Fund, which shall be held as an irrevocable retirement
fund to be applied from time to time in accordance with
the directions of the Retirement Board of the Miami City
General E.ployees Retirement Plan and as otherwise herein
set forth. All constrmbutions from time to time paid to
the Trustee by the City, by members of the System and all
assets whatsoever of the Fund and the income thereof
without distinction between principal and income, shall
be held and administered by the Trustee in one single
trust fund. The Trustees may, but shall not be required
to, segregate or invest separately any portion of the
Fund.
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3. The Trustee shall cause any property, investments, se-
curities, or accounts acquired or maintained by it to be
registered, titled, or listed to reflect ownership by the
Board of Trustees and the books and records of the Trust
shall at all times show that all investments are part of the
Fund.
(5) Records to be maintained
1. The Trustee shall require that any Agent retained or
employed and having custody or control of any Trust Property
shall keep accurate and detailed accounts of all investments,
receipts, disbursements, and other transactions hereunder
and all accounts, books, and records relating thereto shall
be open to inspection and audit at all reasonable times by
the City, the Trustee, the Retirement Board or their designee.
2. The Trustee shall also keep accurate and detailed accounts
of all investments, receipts, disbursements, and other trans-
actions hereunder, and all accounts, books, and records relating
thereto shall be open to inspection and audit at all reasonable
times by the City, the Retirement Board Members of the
or their designee.
(6) Duties and Responsibilities of Trustee
1. The Trustee shall take possession of, hold, manage, control
and safeguard the trust property.
2. The Trustee shall disburse monies from the Fund to the
Director of Finance of the City of Miami for Retirement plan
purposes, upon written request drawn upon the Trustee by the
City Finance Director. Payments by the Trustee to the Director
of Finance may be made out of principal or income or out of
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s
both principal and intone. The Trustee shall pay out monies
from the trust upon sttch wri.+.-t9r_ requisitions and shall not be
concerned with the application of such monies by the Director
of Finance. His receipt thereof shall constitute a full
acquittance to the Trustee.
3. The Trustee shall cause all assets of the Fund to be kept
productive of income, having regard for the disbursement
requirements of the trust.
4. The Trustee may buy, sell, convert, redeem, exchange,
or otherwise dispose of any property held by it at any public
or private sale without notice or advertisement for cash or
upon credit with or without security, without obligations on
the part of any person dealing with the Trustee to see the
application of the process of or inquire into the validity,
expediency or propriety of any such disposition and may make,
execute, acknowledge and deliver any and all contracts, as-
signments, waivers, or other instruments. In the event that
any of the acts listed above are performed on behalf of the
trust by agents appointed by the Trustee, the Trustee may
delegate the authority granted by this Subsection to such agents.
5. The Trustee is impowered, but is not required, to vote upon
any stocks, bonds, or securities of any corporation, association,
or trust, and to give general or specific proxies or 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 Trustee, subject to the approval of the Commission; to
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amortize or fail to amortize any part or all of the premium
or discount resulting from the acquisition of 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 Fund which it may deem to be to the
best interest of the Trust Fund to exercise.
6. The Trustee shall not be required to make any inventory
or appraisals, or report to any court, nor to secure any
order of court for the exercise of any power herein contained.
7. The Trustees, individually and collectively, shall not be
liable for the making, retention or sale of any investment or
reinvestment made by it as herein provided, nor for any loss
to or diminishment of the Fund, except that due to said Trustees
own negligence, wilful misconduct or lack of good faith. The
Trustee shall not be liable for any loss incurred in connection
with the selection or performance of Fund investments made
by or at the direction of Investment Counsel. However, the
Trustee shall have a continuing duty to observe and evaluate
the performance of any Investment Counsel retained. If, in the
sole discretion of the Trustee, it is determined that the
Investment Counsel is not performing in a manner satisfactory
to the Trustee, then the Trustee shall do whatever may be
necessary to improve the performance of the Investment Counsel
or to terminate the employment of such Investment Counsel,
subject to the approval of The City Commission of The City of
Miami.
-7.8-
(7) I nvest►ttent Authority
The Trustee shall have the following powers and authority in
the investment and administration of fused assets:
1. Trust funds shall be invested and reinvested in such secUrit"
or in such property, real or Personal or mixed, wherever situated
as the Trustee shall deem advisable. In the acquisition, in-
vestment, reinvestment, exchange, retention, sale and management
of property for the benefit of the fund, the Trustee shall
exercise and require that persons or firms retained to act as
Investment Counsel, Investment Advisors or money managers,
exercise all judgment and care under, the circumstances then pre-
vailing which men of prudence, discretion and intelligence
exercise in the management of their own affairs not in regard to
speculation, but in regard to the permanent disposition of their
funds, considering the probable 'income as well as the probable
safety of their capital.
Trust funds may be invested as follows:
(1) Without limitation in:
(a) Bonds, notes or other obligations of the
United States or those guaranteed by the United
States or those guaranteed by the United States
•
or for which the credit of the United States is
pledged for the payment of the principal and
interest or dividends thereof.
(b) Certificates of deposit of any bank incorporated
under the laws of this State or any national bank
organized under the laws of the United States to
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Dr) ff
do business and situated in this State to the
extent that such savings accounts are insured
with the Federal Government or an agency
thereof and if the Certificates of Deposit are
secured by the deposit of securities of the
United States Government.
(2) Not more than ten percent (1O%) of the fund may be in-
vested in any one entity of the categories listed below:
(a) Common stock, preferred stock, and interest
bearing obligations of corporations having
an option to convert into common stock, issued
by a corporation organized under the laws of
the United States, any state or organized
territory of the United States and the District
of Columbia, provided the aggregate investment
of the fund in any one issuing corporation shall
not exceed three percent (3%) of the outstanding
capital stock of that corporation.
(b) Notes secured by first mortgages on real property,
insured or guaranteed by the Federal Housing
Administration or the Veterans' Administration.
(c) Interest bearing obligations with a fixed maturity
of any corporation within the United States,
provided such obligations are rated by at least
two nationally recognized rating services in any
one of the four highest classifications approved
by the Comptroller of the currency for the invest-
ment of funds of national banks or if only one
nationally recognized rating service shall rate
such obligations, then Such rating set Vice
must have rated such obligations in any one
of th2 three highest classifications
heretofore mentioned.
Within the limitations tations of the foregoing ng standard, the Tru3tee
1s authorized to acquire and retain every kind of property, real,
personal or mixed, and every rind of investment specifically
included, but not by way of limitations, bonds, debentures and
other corporation obligations and stocks, preferred or common,
which men of prudence, discretion and intelligence acquire and,
retain for their own account and within the limitations of the
foregoing standard may retain property properly acquired without
limitation as to time and without regard to its suitability for
original purchase.
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Section 4. All Ordinances, code sections or parts
thereof in conflict.herewith, insofar as they are in con-
flict, are hereby repealed.
PASSED ON FIRST READING BY TITLE ONLY this
day of , 197
PASSED AND ADOPTED ON SECOND AND FINAL READING
BY TITLE ONLY this day of
197 .
MAYOR
ATTEST:
CITY CLERK
PREPARED AND APPROVED BY:
Frank H. Weston
Assistant City Attorney
REVIEWED BY:
John S. Lloyd
Assistant Director of Law
APPROVED AS TO FORM AND CORRECTNESS:
Alan H. Rothstein
City Attorney
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CITY OF MIAMI, FLORIDA
In conformance with Municipal Home Rule Powers Act,
Chapter 166.021,
Notice is hereby given that an ordinance entitled:
AN ORDINANCE AMENDING CERTAIN SUB -SECTIONS OF THE MIAMI
CITY EMPLOYEES RETIREMENT SYSTEM (ORDINANCE NO. 2230,
DECEMBER 6, 1939, AS AMENDED) AND THE MIAMI CITY GENERAL
EMPLOYEES' RETIREMENT PLAN (ORDINANCE NO. 5624, MAY 2,
1956, AS AMENDED), AS APPEARING IN CODIFIED FORM AS A
PART OF CHAPTER NO. 2 OF THE CODE OF THE CITY OF MIAMI,
FLORIDA 1957, AS AMENDED, MORE PARTICULARLY BY REPEAL-
ING SECTION 2-95 AND BY REPEALING SUB -SECTIONS 2-96(3)
AND 2-111(3) AND SUBSTITUTING THEREFOR NEW SUB -SECTIONS
2-95(3), (4), (5), (6) and (7) APPOINTING A SUCCESSOR
TRUSTEE FOR THE CITY EMPLOYEES' RETIREMENT SYSTEM TRUST,
DESCRIBING THE TRUST PROPERTY, PRESCRIBING THE RECORDS
TO BE MAINTAINED, THE DUTIES, RESPONSIBILITIES AND IN-
VESTMENT AUTHORITY OF THE SUCCESSOR TRUSTEE SO APPOINTED,
AND SUBSTITUTING NEW SUB -SECTIONS 2-111(3), (4), (5), (6)
AND(7), APPOINTING A SUCCESSOR TRUSTEE FOR THE MIAMI CITY
GENERAL EMPLOYEES' RETIREMENT PLAN TRUST, DESCRIBING THE
TRUST'S PROPERTY, PRESCRIBING THE RECORDS TO BE MAINTAINED,
THE DUTIES, RESPONSIBILITIES, AND INVESTMENT AUTHORITY OF
THE SUCCESSOR TRUSTEE, SO APPOINTED, CONTAINING A SEVER -
ABILITY CLAUSE.
will be considered upon first reading by the Commission of
the City of Miami,Florida at its meeting to be held on
October 25,1973 in the City Commission Chambers, 3500 Pan
Amrican Drive,Miami,Florida, beginning at 9:00 A.M.
Said ordinance will be booked for its second and final reading
at the meeting of November 8,1973 at the same address and hour,
by said City Commission.
IT f;
H D SOUTHERN
CITY CLERK
CITY OF MIAMI, FLORIDA
"DOCUI.,; t T INDEX
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