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Ordinance No. 2018-12 Amending Code Section 36-37 to Allow Officers to Purchase Credited Service (Retirement Plan) - June 12, 2018 ORDINANCE NO. 2018-12 AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, AMENDING CHAPTER 36 "RETIREMENT," ARTICLE II "POLICE PENSION PLAN AND TRUST FUND," BY AMENDING SECTION 36-37 "TIME OF HIRE" TO PROVIDE RULES ALLOWING OFFICERS HIRED BETWEEN OCTOBER 1, 2000 AND SEPTEMBER 30, 2003 TO PURCHASE CREDITED SERVICE UNDER THE CITY OF AVENTURA POLICE OFFICERS' RETIREMENT PLAN FOR THE YEARS OF SERVICE THAT THEY RENDERED TO THE CITY AS POLICE OFFICERS PRIOR TO THE EFFECTIVE DATE OF THE RETIREMENT PLAN; PROVIDING FOR REPEAL; PROVIDING FOR SEVERABILITY; PROVIDING FOR INCLUSION IN THE CODE; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City of Aventura (the "City") maintains a defined benefit pension plan for its certified police officers, which is known as the City of Aventura Police Officers' Retirement Plan (the "Plan"), and which is codified in Chapter 36 of the City Code; and WHEREAS, the City and the Police Benevolent Association have entered into an agreement to permit police officers hired between October 1, 2000 and September 30, 2003, to purchase credited service under the Plan for the years of service that they rendered to the City as police officers prior to October 1, 2003, the effective date of the Plan; and WHEREAS, the City intends hereby to implement said agreement by amending the Plan accordingly; WHEREAS, the City Commission finds that it is in the best interest of the City and its employees to amend the Plan; and WHEREAS, prior to Second Reading of this Ordinance, the City Commission has received, reviewed and considered an actuarial impact statement describing the actual impact of the amendments provided for herein. City of Aventura Ordinance No. 2018-12 NOW THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA': Section 1. That each of the above-stated recitals are hereby adopted and confirmed. Section 2. That Chapter 36 "Retirement," Article II "Police Pension Plan and Trust Fund," Section 36-37, "Time of hire," of the City Code of Ordinances be amended as follows: Sec. 36-37. - [Time of hire.] Employees hired as a City of Aventura Police Officer prior to October 1, 2000 shall be eligible to receive credited service from the initial date of employment as a police officer at the plan's three percent benefit accrual rate, provided the employee transfers all funds from the City 401(a) plan to the defined benefit plan effective October 1 , 2003. Employees hired as a City of Aventura Police Officer prior to October 1, 2000 who elect not to transfer all funds from the City 401(a) plan shall only receive prior credited service at a two percent benefit accrual rate. The City shall make no further contributions to the 401(a) plan. Employees hired as a City of Aventura Police Officer on or after October 1 , 2000 shall receive credited service effective October 1, 2003 and shall retain all balances to their credit in the 401(a) plan; provided, however, that the City shall make no further contributions to the 401(a) plan. Employees hired as a City of Aventura Police Officer on or after October 1, 2000 shall continue to accrue vesting rights in the 401(a), but the City shall make no additional contributions. Any employee hired on or after October 1 , 2000 and prior to October 1, 2003, and named in the Memorandum of Understanding between the City of Aventura and the Police Benevolent Association, dated February 26, 2018 may purchase credited service for service rendered to the City as a police officer between October 1, 2000 and September 30, 2003 as set forth below: a) Said election shall be made in writing no later than August 31, 2018 on a form approved by the Board of Trustees; ' Words in strikeout type are deletions from exist text and word in underline type are additions to existing text. Page 2 of 6 City of Aventura Ordinance No. 2018-12 b) Subject to Paragraph (4) of Subsection (f) below, prior to the employee's separation from service with the City for any reason, the employee shall pay the full actuarial cost of the purchase, as determined by the plan's actuary; c) The employee shall pay in advance any expenses related to the actuarial calculation, as determined by the Board of Trustees; d) The payment shall be made by either, or a combination, of the following means: 1) trustee to trustee transfer from an eligible retirement plan or a 457 plan, and 2) installment payments including interest at the plan's actuarially assumed rate of investment return pursuant to an irrevocable payroll deduction authorization as set forth in Subsection (f) below. e) Any years and months of service purchased hereunder shall be treated as credited service within the meaning of Section 36-22 of the retirement plan. f) Installment payments shall be subject to the following conditions: 1) The employee must execute an irrevocable payroll deduction authorization form, specifying the amount of the bi-weekly deductions and the duration of the authorization. The specified amount shall be that determined by the plan's actuary to be sufficient to pay the entire actuarial cost of the purchase within the specified duration of the payroll deduction authorization, which duration shall not extend beyond the earlier of: A. Three years from the date of the employee's first paycheck after September 30, 2018; and B. The earliest date upon which the employee would become eligible for normal retirement under Section 36- 26. 2) The deducted amounts shall be contributed to the retirement plan and shall be considered employee contributions that are "picked-up" (within the meaning of Section 414(h)(2) of the Internal Revenue Code) by the City. The employee shall not be entitled to any option of directly receiving cash in lieu of the Page 3 of 6 City of Aventura Ordinance No. 2018-12 amounts subject to deduction. Picked-up contributions shall be made from the same source as the payment of salary and wages to the employee: 3) The amount provided in the payroll deduction authorization shall include interest, as calculated by the plan's actuary, at the retirement plan's actuarially assumed rate of return on investments. 4) If, upon the date of the employee's separation from service with the City for any reason, there remains an unpaid balance of the actuarial cost of the purchase, then the employee shall receive years (and fractions thereof) of service credit in accordance with the amount of the cost paid prior to separation. Section 3. Repeal. All sections or parts of sections of the Code of Ordinances of the City of Aventura, 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 4. Severability. 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 validity of the remainder hereof, as a whole or a part hereof, other than the part declared to be invalid. Section 5. Inclusion in the Code. 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. Section 6. Effective Date. This Ordinance shall be effective upon passage by the City Commission on second reading. Page 4 of 6 City of Aventura Ordinance No. 2018-12 The foregoing Ordinance was offered by Commissioner Shelley, who moved its adoption on first reading. This motion was seconded by Commissioner Dr. Marks, and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Yes Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Commissioner Howard Weinberg Yes Vice Mayor Gladys Mezrahi Yes Mayor Enid Weisman Yes The foregoing Ordinance was offered by Commissioner Weinberg who moved its adoption on second reading. This motion was seconded by Commissioner Landman, and upon being put to a vote, the vote was as follows: Commissioner Denise Landman Yes Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Commissioner Howard Weinberg Yes Vice Mayor Gladys Mezrahi Yes Mayor Enid Weisman Yes PASSED on first reading this 1st day of May, 2018. PASSED AND ADOPTED on second reading this 12th day of June, 2018. Page 5 of 6 City of Aventura Ordinance No. 2018-12 ENID WEISMAN, MAYOR iL �c� of 5,,,tc ATTEST: ---- top b. ELLISA HORVAT C CITY CLERK APPROVED A TO LEG L SUFFICIENCY: /' rh) CITY A TTO` EY Page 6 of 6