2010-07ORDINANCE N0.2010-07
AN ORDINANCE OF THE CITY OF AVENTURA AMENDING PROVISIONS
OF THE POLICE OFFICERS' RETIREMENT PLAN REQUIRED BY LAWS OF
FLORIDA CHAPTER NO. 2009-97 PROVIDING FOR INCREASED TERMS
FOR TRUSTEES TO FOUR YEARS; PROVIDING FOR AN INCREASED CAP
ON INTERNATIONAL INVESTMENTS UP TO TWENTY-FIVE PERCENT;
PROVIDING FOR COMPLIANCE WITH THE PROTECTING FLORIDA'S
INVESTMENTS ACT; PROVIDING FOR COMPLIANCE WITH PROVISION
OF THE UNIFORMED SERVICES EMPLOYMENT AND REEMPLOYMENT
RIGHTS ACT; PROVIDING FOR CHANGING OF JOINT SURVIVOR
ANNUITY AFTER RETIREMENT UP TO TWO TIMES WITHOUT PRIOR
APPOVAL; PROVIDING FOR FULL FUNDING UPON TERMINATION OF
THE RETIREMENT PLAN; PROVIDING FOR AUTHORITY TO DIRECT
PAYMENT FROM RETIREMENT BENEFIT OF CERTAIN INSURANCE
PREMIUMS; PROVIDING FOR A REPEALER; PROVIDING FOR
SEVERABILITY; PROVIDING FOR CODIFICATION; PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS, Chapter 2009-97 Laws of Florida establishes new requirements
and options for police retirement plans established under Chapter 185 of the Florida
Statutes; and
WHEREAS, the Boazd of Trustees for the City of Aventura Police Officers'
Retirement Plan has reviewed these required and optional revisions and has approved
implementation thereof; and
WHEREAS, the City Commission has received an actuarial impact statement
addressing these required revisions.
NOW THEREFORE, be it ordained by the City Commission of the City of
Aventura, Florida:l
Section 1. The foregoing WHEREAS clauses aze hereby ratified and
confirmed as being true and correct and are hereby made a specific part of this Ordinance
upon adoption hereof.
Section 2. That Section 36-23(c) Administration of the Retirement Plan, of
the Municipal Code of Ordinances be amended as follows:
Sec. 36-23. Administration of the Retirement Plan
' Proposed additions to existing City Code text aze indicated by an underline; proposed deletions from
existing City Code text are indicated by ~fiEet~e~.
Ordinance No. 2010-07
Page 2
(c) All Trustees shall serve a term of twefour years. If a vacancy shall
occur prior to the expiration of a member's term, a replacement member
shall be chosen in the same manner as the person who has left office. A
replacement Trustee shall serve a full term measured from the date of
replacement. All Trustees shall serve until their replacements aze selected.
Section 3. That Section 36-25(c)(9) and (i), Fund management and
investments, of the Municipal Code of Ordinances be amended as follows:
Sec. 36-25. Fund management and investments.
(c) The Boazd shall establish a written investment policy, with the advice
and counsel of such advisors as the Boazd deems necessary, and said
investment policy shall set forth the types of securities and other types of
investments into which shall be place the assets of the fund. The policy
shall further set forth appropriate limitations on those investments,
including, but not limited to, anticipated rate of return, quality of
investment, class of investment and acceptable risk. The Boazd shall have
the authority to invest and reinvest the assets of the plan in such securities
or property, real or personal, as the Board deems appropriate, including,
but not limited to:
(9) Foreign securities, not to exceed tentwenty-five
percent of the portfolio at sestmazket value.
The boazd shall identi and publicly report any direct or
indirect holdings it may have in any scrutinized company, as
defined in Florida Statutes, Section 215.473, and proceed to sell,
redeem, divest, or withdraw all publicly traded securities it may
have in such company beg'nning January 1, 2010 and shall
thereafter be prohibited from purchasing or holdin such
securities. The divestiture of any such security must be completed
b~eptember 30, 2010. In accordance with Ch. 2009-97, Laws of
Florida, no person ma~g any civil, criminal, or administrative
action against the boazd or any employee, officer, director, or
advisor of such boazd based upon the divestiture of any security
pursuant to this paragraph.
Ordinance No. 2010-07
Page 3
Section 4. That Section 36-26(h)(2) Service retirement benefit, of the
Municipal Code of Ordinances be amended as follows:
Sec. 36-26. Service retirement benefit.
(h) A member entitled to a normal or early service retirement benefit
shall have the right at any time prior to the date upon which the first
payment is received to elect to have the benefit payable under one of the
options provided in this plan. A member shall be permitted to revoke any
such election and to elect a new option at any time prior to the receipt of
the first payment. Each retirement option shall be the actuarial equivalent
of the other retirement options available. Election of the retirement option
shall be on a form prescribed by the Board.
(2) Joint and last survivor option. A member may elect to
receive an actuarially reduced benefit for life and to have the
benefit (or designated fraction of the benefit) continued after
the member's death and during the lifetime of a designated
survivor. A designated survivor may be any natural person or
a trust for the benefit of such person, but need not be the
spouse of the member. In the event that the designated
survivor dies, or in the case of the spouse, the marriage is
dissolved, before the member's benefit payments begin, this
option shall be canceled automatically and a retirement
income shall be payable to the member as if the election had
never been made. A member may, at that time, elect an
unreduced life annuity or a ten year certain and life thereafter
benefit. A retired member ma~~e his or her desi ated
survivor up to two times without the approval of the Board or
the current designated survivor. The retiree member need not
provide proof of the good health of the designated survivor
being removed, and the designated survivor being removed
need not be living. Any changes in the form of retirement
benefit or the designated survivor shall require a recalculation
and change of the retirement benefit so that the changed
benefit will be actuariallyequivalent to the one previouslX
elected or received. In order to accurately recalculate the
member's benefit, should no evidence of the good health of
the joint pensioner or beneficiary being removed be provided,
the beneficiary or joint annuitant being removed will be assumed
deceased by the actuary in determining the actuarially~e. uivalent
amount of the revised monthly benefit. Any potential increase in
plan liability, as determined by the Plan actuary, to the Plan as
Ordinance No. 2010-07
Page 4
a result of the member's new election shall be borne solely by
the member.
Section 5. That Section 36-27 Buy-back for military service, of the Municipal
Code of Ordinances be amended as follows:
Sec. 36-27. Buy-back for military and prior police service.
(a) Any member of the plan who is employed by the City prior to entry
into military service and who takes a leave of absence for the purpose of
entering into military service in the Armed Forces of the United States and
thereafter re-enters the employ of the City, ° shall be entitled
to phase-service credits for the period of absence ~e
which would have been earned had the
member continued in City employment for the period of military service,
with a lifetime maximum of five years of service credits, if: lased-ea-the
. ~e~
if
(1) The police officer is in the active employ of the municipality
prior to such service and leaves a position, other than a temporary
position, for the purpose of voluntary or involuntary service in the
Armed Forces of the United States.
(2) The police officer is entitled to reemployment under the
provisions of the Uniformed Services Employment and
Reemployment Rights Act.
(3) The police officer returns to his or her employment as a police
officer of the municipality within one year from the date of his or
her release from such active service.
(b) A member who is receiving, or will receive the pension benefit for
military service in any other pension plan supported by public funds,
excluding a military pension, may not use that service for this Pension
Plan.
Ordinance No. 2010-07
Page 5
Section 6. That Section 36-32(b) Amendment or termination of the system, of
the Municipal Code of Ordinances be amended as follows:
Sec. 36-32. Amendment or termination of the system.
(b) In the event of termination or partial termination of the plan, each
participant's accrued pension benefit shall become nonforfeitable (100
percent vested), . At such time, the funds shall be
appropriated and distributed in accordance with the provisions of Chapter
185 of the Florida Statutes. The Board shall determine the date of
distribution and the asset value required to fund all of the nonforfeitable
benefits. The Board shall inform the City, if additional assets are required,
in which event the City shall continue to financially support the
Retirement Plan until all nonforfeitable benefits have been fully funded.
~, s~; ,,;~.~o ~otl~o:-z=- the~ se
Ordinance No. 2010-07
Page 6
Section 7. That Section 36-34(a) Miscellaneous, of the Municipal Code of
Ordinances be amended as follows:
Sec.36-34. Miscellaneous.
(a) The present or future right of a person to money in the Pension
Fund or to a retirement allowance, an optional allowance, a death benefit,
the return of contributions, or any other right accrued or accruing under
the provisions of this Plan shall not be assignable and shall not be subject
to execution, garnishment, attachment, the operation of bankruptcy or
insolvency law or any other process of law whatsoever, except with
respect to alimony, child support or medical payments to a former spouse
or minor child. Further the recipient of any monthly benefit may
authorize the board of trustees upon written request. to withhold from the
monthly benefit those funds necessary to pay for accident, health, and
long-term care insurance premiums for the recipient, the recipient's spouse
and the recipient's dependents. The Pension Fund shall not incur any
liability for participation in such permissive program if its action is taken
in good faith.
Section 8. All sections or parts of sections of the Code of Municipal
Ordinances, all ordinances or parts of ordinances, and all resolutions or parts of
resolutions in conflict herewith, be and the same are hereby repealed to the extent of such
conflict.
Section 9. Should any section or provision of this Ordinance, or any
paragraph, sentence or word, be declared by a Court of competent jurisdiction to be
invalid, such decision shall not affect the invalidity of the remainder hereof, as a whole or
apart hereof, other than the part declared to be invalid.
Section 10. It is the intention of the City Commission of the City of Aventura
that the provisions of this Ordinance shall become and be made a part of the Code of
Ordinances of the City of Aventura and that the sections of this Ordinance may be
renumbered or relettered and the word "ordinance" may be changed to "Chapter",
"Section", "Article", or such other appropriate word or phrase, the use of which shall
accomplish the intentions herein expressed.
Ordinance No. 2010-07
Page 7
Section 11. This Ordinance shall take effect immediately upon adoption.
The foregoing Ordinance was offered by Commissioner Holzberg, who moved its
adoption on first reading. This motion was seconded by Commissioner Auerbach and upon being
put to a vote, the vote was as follows:
Commissioner Zev Auerbach yes
Commissioner Bob Diamond yes
Commissioner Teri Holzberg yes
Commissioner Billy Jcel absent
Commissioner Luz Urbaez Weinberg yes
Vice Mayor Michael Stern yes
Mayor Susan Gottlieb yes
The foregoing Ordinance was offered by Commissioner Jcel, who moved its adoption on
second reading. This motion was seconded by Commissioner Holzberg, and upon being put to a
vote, the vote was as follows:
Commissioner Zev Auerbach yes
Commissioner Bob Diamond yes
Commissioner Teri Holzberg yes
Commissioner Billy Jcel yes
Commissioner Luz Urbaez Weinberg yes
Vice Mayor Michael Stern yes
Mayor Susan Gottlieb yes
PASSED AND ADOPTED on first reading this 1st day of June, 2010.
Ordinance No. 2010- D ~
Page 8
PASSED AND ADOPTED on second reading this 6`~' day of July, 2010.
/ `~ -
SAN GOTTLIEB, MAYOR
AT ST:
Cv
SA M. SOR KA, C
Y CLE
APPROVED AS TO LF~L SUFFICIENCY:
CITY TORNEY