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Ordinance No. 2021-20 Amending Police Pension Plan to Expand Buy-Back Service Credits - November 2, 2021 CITY OF AVENTURA ORDINANCE NO. 2021-20 AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, AMENDING CHAPTER 36 "RETIREMENT," ARTICLE II "POLICE PENSION PLAN AND TRUST FUND," IN ACCORDANCE WITH CHANGES CONTAINED IN A MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY AND THE DADE COUNTY POLICE BENEVOLENT ASSOCIATION; BY AMENDING SECTION 36-22 "DEFINITIONS"; BY AMENDING 36-27 "BUY-BACK FOR MILITARY SERVICE" TO EXPAND BUY-BACK OF SERVICE CREDITS TO INCLUDE LAW ENFORCEMENT AND CORRECTIONAL OFFICER SERVICE; 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 Dade County Police Benevolent Association (the "Union") recently tentatively agreed to a Memorandum of Understanding ("MOU")wherein the parties agreed to amend the Plan to permit its members to buy-back service credits for periods of law enforcement and correctional institution employment with a prior employer; and WHEREAS, the Plan should be amended to conform with the collectively bargained changes to the Plan as set forth in the MOU; and WHEREAS, prior to Second Reading of this Ordinance, the City Commission received and reviewed an actuarial impact statement concerning said changes and finds that it is in the best interest of the City and its employees to amend the Plan. 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. 1 Words in strikee type are deletions from existing text and word in underline type are additions to existing text. City of Aventura Ordinance No. 2021-20 Section 2. That Chapter 36 "Retirement," Article II "Police Pension Plan and Trust Fund," Section 36-22, "Definitions," of the City Code of Ordinances be amended as follows: Sec. 36-22. - Definitions. Buy-Back shall mean the purchase of credited service under the plan for periods of a member's prior active duty service in the Armed Forces of the United States, prior law enforcement service for an employer prior to being employed by the City of Aventura or prior correctional officer service for an employer prior to being employed by the City. Section 3. That Chapter 36 "Retirement," Article II "Police Pension Plan and Trust Fund," Section 36-27, "Buy-back for military service,"of the City Code of Ordinances be amended as follows: Sec. 36-27. — Buy-back for military service, prior law enforcement or correctional officer service. (b) Any member of the plan who is employed by the City shall be entitled to buy-back service credits for the periods of public law enforcement employment with another employer, with a lifetime maximum of four (4) years of service credits, if: The police officer's previous law enforcement experience was as a full time sworn law enforcement officer in the employ of a state, a political subdivision thereof, or with the federal government. For purposes of determining credit for prior service, in addition to service in this state, credit may be purchased for federal, other state, municipal or county service as long as such service is recognized by the Criminal Justice Standards and Training Commission within the Department of Law Enforcement as provided under F.S. ch. 943, or for time served with the Seminole or Miccosukee Tribes as a Florida police officer, or the member provides proof to the Board of Trustees that such service is equivalent to the service required to meet the definition of a police officer under F.S. � 185.02(16). Page 2 of 8 City of Aventura Ordinance No. 2021-20 The cost of prior service credit is paid, which shall be the full actuarial cost of all prior service credit purchased hereunder computed as a lump sum payment into the plan that would have occurred had the member been employed by the City of Aventura as a police officer, for the period of prior service credit purchased. A nonrefundable payment is made for the costs of all professional services (e.g., actuarial calculations) rendered to the Board and administrative costs in connection with the purchase of years of credited service. The buy-back request is made only once if followed by the purchase, and the purchase timely paid in full before retirement or entering the DROP, based on a lump sum or a required installment payoff schedule. Installment payments shall be made through a payroll deduction in accordance with Section 414(h) of the Internal Revenue Code. The payments shall be treated as tax-deferred picked up contributions. Contributions shall continue until death, disability or termination of service, whichever shall occur first. If the member cannot the pay the remainder balance upon separation, he shall have the option to receive either prorated credit for the service purchased to date or a refund of amounts already paid to date without any service credit. Any payoff schedule shall require the execution of an irrevocable authorization form specifying the amount of the Payment and the duration of the authorization. The specified amount shall be determined by the Alan's actuary to be sufficient to pay the entire actuarial cost of the purchase within the specified duration of the payment authorization, which duration shall not extend beyond the earliest date upon which the employee would become eligible for normal retirement under Section 36-26. The amount provided in the payment authorization shall include interest, as calculated by the Alan's actuary, at the retirement Alan's actuarially assumed rate of return on investments. Such service credit is counted as continuous service for purposes of benefit calculations, but not for purposes of vesting or eligibility for benefits under this Retirement Plan. (c) Any member of the plan who is employed by the City shall be entitled to buy-back service credits for the periods of correctional institution employment with another employer, with a lifetime maximum of four (4) years of service credits, if: Page 3 of 8 City of Aventura Ordinance No. 2021-20 The police officer's previous correctional institution experience was as a full time correctional officer in the employ of the state, a political subdivision thereof, or by any private entity which has contracted with the state or county, and whose primary responsibility is the supervision, protection, care, custody, and control, or investigation, of inmates within a correctional institution; however, the position must not have included any secretarial, clerical, or professionally trained personnel. The police officer's previous correctional institution experience was as a full-time state correctional probation officer whose Primary responsibility was the supervised custody, surveillance, and control of assigned inmates, probationers, parolees, or community controllees within institutions of the Department of Corrections or within the community. A correctional probation officer also includes supervisory personnel whose duties include, in whole or in part, the supervision, training, and guidance of correctional probation officers, but excludes management and administrative personnel above, but not including, the probation and parole regional administrator level. For purposes of determining credit for prior service, in addition to service in this state, credit may be purchased for other state, municipal or county service as long as such service is equivalent to the service required to meet the definition of a correctional officer or correctional probation officer under F.S. � 943.10(2) and 943.10(3), respectively. The cost of prior service credit is paid, which shall be the full actuarial cost of all prior service credit purchased hereunder computed as a lump sum payment into the plan that would have occurred had the member been employed by the City of Aventura as a police officer, for the period of prior service credit purchased. A nonrefundable payment is made for the costs of all professional services (e.g., actuarial calculations) rendered to the Board and administrative costs in connection with the purchase of years of credited service. The buy-back request is made only once if followed by the purchase, and the purchase timely paid in full before retirement Page 4 of 8 City of Aventura Ordinance No. 2021-20 or entering the DROP, based on a lump sum or a required installment payoff schedule. Installment payments shall be made through a payroll deduction in accordance with Section 414(h) of the Internal Revenue Code. The payments shall be treated as tax-deferred picked up contributions. Contributions shall continue until death, disability or termination of service, whichever shall occur first. If the member cannot the pay the remainder balance upon separation, he shall have the option to receive either prorated credit for the service purchased to date or a refund of amounts already paid to date without any service credit. Any payoff schedule shall require the execution of an irrevocable payroll deduction authorization form, specifying the amount of the deductions and the duration of the authorization. The specified amount shall be 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 earliest date upon which the employee would become eligible for normal retirement under Section 36-26. The amount provided in the Payroll deduction authorization shall include interest, as calculated by the Alan's actuary, at the retirement plan's actuarially assumed rate of return on investments. Such service credit is counted as continuous service for purposes of benefit calculations, but not for purposes of vesting or eligibility for benefits under this Retirement Plan. {)-)_Ld) A member who is receiving, or will receive the pension benefit for military service, prior law enforcement or correctional institution experience in any other pension plan supported by public funds, excluding a military pension, may not use that service for purchased prior service pursuant to this section for this Pension Plan-; provided, a member may make a direct transfer of eligible rollover distributions of all or any portion of the balance in another eligible retirement plan that is attributable to such other prior law enforcement or correctional institution experience to purchase additional service, in accordance with section 36- 27(e). The. , and shall execute a Board-provided form acknowledging the same. (e) The Plan fund will accept member rollover cash contributions and/or direct cash rollovers of distributions for the purchase of service as authorized under Section 36-27, as follows: Page 5 of 8 City of Aventura Ordinance No. 2021-20 (1) Direct rollovers or member rollover contributions from other plans. The fund will accept either a direct rollover of an eligible rollover distribution or a member contribution of an eligible rollover distribution from a qualified plan described in section 403(a) of the Internal Revenue Code, from an annuity contract described in section 403(b) of the Internal Revenue Code, or from an eligible plan under section 457(b) of the Internal Revenue Code, which is maintained by a state, political subdivision of a state, or any agency or instrumentality of a state or political subdivision of a state. (2) Member rollover contributions from 401(a) plans and IRAs. The fund will accept a member rollover contribution of the portion of a distribution from a qualified plan described in section 401(a) of the Internal Revenue Code, or from an individual retirement account or annuity described in section 408(a) or 408(b) of the Internal Revenue Code, that is eligible to be rolled over. Section 4. 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 5. 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 6. 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 7. Effective Date. This Ordinance shall be effective upon passage by the City Commission on second reading. Page 6 of 8 City of Aventura Ordinance No. 2021-20 The foregoing Ordinance was offered by Commissioner Shelley, who moved its adoption on first reading. This motion was seconded by Vice Mayor Dr. Marks and upon being put to a vote, the vote was as follows: Commissioner Jonathan Evans Yes Commissioner Rachel S. Friedland Yes Commissioner Denise Landman Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Vice Mayor Dr. Linda Marks Yes Mayor Enid Weisman Yes The foregoing Ordinance was offered by Commissioner Shelley, who moved its adoption on second reading. This motion was seconded by Vice Mayor Friedland and upon being put to a vote, the vote was as follows: Commissioner Jonathan Evans Yes Commissioner Denise Landman Yes Commissioner Dr. Linda Marks Yes Commissioner Marc Narotsky Yes Commissioner Robert Shelley Yes Vice Mayor Rachel S. Friedland Yes Mayor Enid Weisman Yes PASSED on first reading on this 5th day of October, 2021 . PASSED AND ADOPTED on second reading on this 2nd day of November, 2021. Page 7 of 8 City of Aventura Ordinance No. 2021-20 • c ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVA H, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: ,A !A � n CITY ATTORNEY Page 8 of 8