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Ord 18-04ORDINANCE NO. 18-04 AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF DEL1LAY BEACH, FLORIDA, AMENDING CHAPTER 33, "POLICE AND FIRE DEPARTMENTS", SUBHEADING "PENSIONS", OF THE CODE OF ORDINANCES OF THE CITY OF DELRAY BEACH, FLORIDA, BY AMENDING SECTION 33.62, "BENEFIT AMOUNTS AND ELIGIBILITY", PROVIDING AN ENHANCED MULTIPLIER BENEFIT OPTION FOR ELIGIBLE MEMBERS; PROVIDING AN INCREASE IN MEMBER CONTRIBUTIONS FOR THOSE MEMBERS WHO ELECT THE ENHANCED MULTIPLIER; PROVIDING AN OPTION TO PURCHASE THE ENHANCED MULTPLIER FOR THOSE MEMBERS WHO DO NOT ELECT THE ENHANCED MULTIPLIER OPTION BEFORE APRIL 15, 2004; AMENDING SECTION 33.687, "EARLY RETIREMENT INCENTIVE", PROVIDING FOR APPLICATION OF THE ENHANCED MULTIPLIER TO THE EARLY RETIREMENT INCENTIVE; PROVIDING A REPEALER CLAUSE; PROVIDING A VALIDITY CLAUSE; AND PROVIDING AN EFFECTWE DATE. BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF DELRAY BEACH AS FOLLOWS: Section 1. That Chapter 33, "Police and Fire Depaitments", subheading, "Pensions", of the Code of Ordinances of the City of Delray Beach is hereby amended by amending Section 33.62, "Benefit Amounts and Eligibility", Subsection (B), "Normal Retirement Benefit", to read as follows: Section 33.62 BENEFIT AMOUNTS AND EI.IGIBILITY, (B) Normal Retirement Benefit. (1) Duration, Survivor Benefits. A member retiring on his normal retirement date shall receive a monthly benefit which shall commence on his normal retirement date and be continued thereafter during his lifetime. Upon his death the full retirement benefit shall be continued to his_spouse for one year and sixty (60) percent of that amount continued thereafter until the earlier of death or remarriage. (2) Amount. Normal retirement benefits shall be in the amount of two and one- half (2 1/2) percent of average monthly earnings for each year of continuous service for employees with more than ten (10) but less than twenty (20) years of continuous service. Normal retirement benefits shall be in the amount of three (3) percent of average monthly earnings for each year of continuous service if an employee has attained twenty (20) or more years of continuous service, subject to a maximum of seventy-five (75) percent of average monthly earnings. Provided, however, that in no event shall a member's total benefit be less than two (2) percent of average monthly earnings for each year of continuous service. However, members as of the effective date shall receive at their normal retirement date (age fifty-two (52) regardless of years of service) the greater of the benefit provided by the formula above or fifty (50) percent of average monthly earnings. (3) Optional Enhanced Multiplier. (a) Notwithstanding any provision of the System to the contrary, a member who is actively employed by the City. on March 15, 2004, but who is not participating in the deferred retirement option plan .(DROP). may elect a normal retirement benefit in the amount of three and one-half (3.5) percent of average monthly earnings for each year of continuous service if the member attalng twenty (20) or more years of continuous service, subject to a maximum of eighty-seven and one-half (87.5) percent of average monthly earnings. Members electing this enhanced multiplier shall thereafter contribute three (3) percent of earnings to the Trust Fund in addition to the member contribution specified in Section 33.64(A). and shall receive the enhanced multiplier for all periods of continuous service. An election under this subparagraph must be on or before April 15. 2004. (b) Notwithstanding any provision of the System to the contrary., a member who is actively employed by the City. on March 15. 2004. but does not elect the enhanced multiplier in accordance with subpara~aph (a). above, and who is not participating in the deferred retiement option plan .(DROP). may thereafter elect a normal retirement benefit in the amount of three and one-half (3.5) percent of average monthly earnings for all future continuous service after rnakinc, such election if the member attains twenty. (20) or more years of continuous service, subject to a rna~rinanrn of eighty-seven ancl one-half (87.5) percent of average monthly earnings. Members electing this enhanced mulfipher shall thereafter contribute three (3) percent of earnings to the Trust Fund in addition to the member contribution specified in Section 33.64(A). Such member may also elect to purchase the enhanced multiplier for some or all periods of continuous set, ice prior to the date of the election, by pa.ving the full actuarial cost of the enhanced multiplier, plus the full cost of any actuarial or other professional services required. Notwithstanding any provision of the System to the contrary, a member who is hired after March 15. 2004 and who is not participating in the deferred retirement option plan (DROll) may elect a normal retirement benefit in the amount of three and one-half (.3.5) percent of average monthly earnings for all future continuous service after making such election if the member attain~ twenty. (~1~) or more years of continuous service, subject to a maximum of eighty-seven and one-half (87.5) percent of 2 ORD. NO. 18-04 average monthly earning. Members electing this enhanced multiplier shall th~=renfrer contribute three (.3) percent of eamin~ to the Trust Fund in addition to the rnemher contribution specified in Section 33.64(A). Such member may also elect to purchase the enhanced multiplier for some or all periods of continuous service prior to the date of the election, by paying the full actuarial cost of the enhanced multiplier, plus the full cost of any actuarial or other professional set, ices required. (d) The election to receive the enhanced multiplier under this para~aph must be made in writing on a form provided by the City.. Such election shall be irrevocable. If an eli~ble member does not elect an optional enhanced multiplier under this para~aph, or if an eli~ble member elects the enhanced multiplier for only a portion of his total continuous service, then the benefit provided in para~aph (5) shall be used to calculate the benefit for all continuous service to which the enhanced multiplier does not apply. If an eli~ble member elects the enhanced multiplier and attains more than ten (10) but less than twenty. (.2(~ years of continuous service, the member's benefit shall be determined in accordance with para~aph (2). and the member shall receive a refund of ail additional contributions and amounts paid for the enhanced multiplier, without interest. In no event shall a member's total benefit be less than two (2) percent of average monthly earnings for each year of continuous se~ice. {-3)~ Upon becoming eligible for normal retirement, a member shall be one hundred (100) percent vested in his accrued benefit. Section 2. That Chapter 33, "Police and Fire Departments", subheading, "Pensions", of the Code of Ordinances of the City of Delray Beach is hereby amended by amending Section 33.687, "Early Retirement Incentive", to read as follows: Section 33.687 EARLY RETIREMENT INCENTIVE. (A) Effective January 1, 1994, an early retirement incentive shall be provided to employees in accordance with this section. The availability of the early redrement incentive in any calendar year shall be determined by the City. 03) Employees with eighteen (18) and up to, but not including twenty (20) years of continuous service shall be eligible for the early retirement incentive. In any calendar year in which the City determines that the early retirement incentive will be offered, eligible employees shall be given an opportunity to decide within a specified time period (30 to 90 days) whether they wish to receive the early relffement incentive and retire from City employment. The City will provide at least sixty (60) days advance notice to eligible employees of the early retirement incentive offering. (C) Eligible employees who elect to receive the early retirement incentive shall 3 ORD. NO. 18-04 receive two (2) additional years of continuous service, under the System, and upon receiving such additional continuous service shall immediately retire and terminate City employment. Effective the first pay period after September 1, 1999, eligible employees who elect to receive the early retirement incentive shall receive three percent 0%) of average monthly earnings for each year of continuous service if the employee qualifies for the twenty (20) year (or more) normal retirement benefit. Eli~ble employees who previously elected the enhanced three and one-half percent (.3.50/0) multiplier pursuant to Section 33.62(.3) and who elect to receive the early retirement incentive on or after March 15. 2004 shall receive three and one-half percent (3.50/0) of average monthly earnings for each year of continuous sexarice, or portion thereof, to which the optional enhanced multiplier under Section 33.62(3) applies: and if the enhanced multiplier is applicable to more than fifty, percent (500/0) of the employee's total continuous service, excluding the two (2) additional years provided in this section, the employee shall receive three and one-half percent (3.50/o) of average monthly earnings for each of the two additional years provided in this section. The early retirement incentive program shall be voluntary for all eligible employees. The early retirement incentive shall not apply to sick leave, vacation or any other accruals or benefits. (D) An employee who elects to receive the early retirement incentive under this Section cannot also participate in the Deferred Retirement Option Plan under Section 33.685. Section 3. That all ordinances or parts of ordinances in conflict herewith be, and the same are hereby repealed. Section 4. That should any section or provision of this ordinance or any portion thereof, any paragraph, sentence, or word be declared by a court of competent jurisdiction to be invalid, such decision shall not operate to invalidate the remainder hereof. Section 5. That this ordinance shall become effective on March 15, 2004. ~.LPASSE?.~ND A~OPTED in regular session on second and final reading on this the day o~-~Z4,~t~/4~ .2004. 4 ORD. NO. 18-04 City Clerk First ReadingJ_~./Z ~'~OO4g Second Readin~d/~ ~°O~(~a~ ORD. NO. 18-04 MEMORANDUM TO: FROM: SUBJECT: DATE: MAYOR AND CITY COMMISSIONERS CITY MANAGER ~ AGENDA ITEM # ~ C) ~:> ORDINANCE NO. 18-04 FIRE DEPARTMENTS". AMOUNTS AND ELIGIBILITY") - REGULAR MEETING OF MARCH 11. 2004 (AMENDING CHAPTER 33. "POLICE AND PENSIONS. SECTION 33.62. "BENEFIT MARCH 5, 2004 This ordinance is before Commission for second reading and public hearing to amend Chapter 33, "Police and Fire Departments", Pensions, Section 33.62, "Benefit Amounts and Eligibility", of the City Code of Ordinances, providing an enhanced multiplier benefit option for the Police and Fire Pension Plan. At the first reading on February 17, 2004, the Commission passed Ordinance No. 18-04. Recommend approval of Ordinance No. 18-04 on second and final reading. S:\City Clerk\agenda memo. Oral 18.04. Police. Fire Pension. Enhanced Multiplier.03.11.04 [IT¥ I)F DELRrlq' BErlgH CITY ATTORNEY'S OFFICE Al. Am~,ca City TO: 200 NW Ist AVENUE · DELRAY BEACH, FLORIDA 33444 TELEPHONE 561/243-7090 · FACSIMILE 561/278-4755 Writer's Direct Line: 561/243-7091 MEMORANDUM February 12, 2004 City Commission David T. Harden, City Manager FROM: Susan A. Ruby, City Attorney SUBJECT: Ordinance No. 18-04 - Enhanced Multiplier Option for Police/Fire Pension Plan The ordinance allows the following for members employed on March 15, 2004: Election of 3.5% multiplier times the average monthly earnings for members who obtain 20 or more years of service subject to a maximum of 87.5%. The election must occur by April 15, 2004 and it will apply to all years of service, past and future. Those that elect the enhanced multiplier will pay an additional 3% over that paid for those that do not elect the enhanced multiplier. If a member does not elect the enhanced multiplier by April 15, 2004, they may thereafter elect an increased multiplier on service in the future if they contribute an additional 3% and may elect 3.5% on all or part of past service if they pay the full actuarial cost. 3. The election is irrevocable. If an eligible member elects the enhanced multiplier and attains 10 but less than 20 years of continuous service, they receive a 2 1/2% multiplier and are eligible to receive a refund of all additional contributions and amounts paid by them for the enhanced multiplier without interest. If a window is opened allowing an early retirement incentive and the member previously elected to participate in the 3 1/2 % multiplier for more than 50% of the total service (excluding the 2 additional years allowed under the retirement incentive window) they will also be February 12, 2004 Page 2 allowed the 3 1/2 % multiplier on each of the additional two years awarded under the early retirement incentive window. Please call if you have any questions. Please place on the February 17, 2004 Attachment CC; Barbara Garito, City Clerk Larry Schmeder, Police Chief Kerry Koen, Fire Chief Harry Hamilton, HR Director Joe Safford, Finance Director Jim Tabeek, Fire Inspector Lt. Officer Vincent Gray Officer Charles Jeroloman ORDINANCE NO. 18-04 AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AMENDING CHAPTER 33, "POLICE AND FIRE DEPARTMENTS", SUBHEADING "PENSIONS", OF THE CODE OF ORDINANCES OF THE CITY OF DELRAY BEACH, FLORIDA, BY AMENDING SECTION 33.62, "BENEFIT AMOUNTS AND ELIGIBILITY", PROVIDING AN ENHANCED MULTIPLIER BENEFIT OPTION FOR ELIGIBLE MEMBERS; PROVIDING AN INCREASE IN MEMBER CONTRIBUTIONS FOR THOSE MEMBERS WHO ELECT THE ENHANCED MULTIPLIER; PROVIDING AN OPTION TO PURCHASE THE ENHANCED MULTPLIER FOR THOSE MEMBERS WHO DO NOT ELECT THE ENHANCED MULTIPLIER OPTION BEFORE APRIL 15, 2004; AMENDING SECTION 33.687, "EARLY RETIREMENT INCENTIVE", PROVIDING FOR APPLICATION OF THE ENHANCED MULTIPLIER TO THE EARLY RETIREMENT INCENTIVE; PROVIDING A REPEALER CLAUSE; PROVIDING A VALIDITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF DELRAY BEACH AS FOLLOWS: Section 1. That Chapter 33, "Police and Fire Departments", subheading, "Pensions", of the Code of Ordinances of the City of Delray Beach is hereby amended by amending Section 33.62, "Benefit Amounts and Eligibility", Subsection (B), "Normal Retirement Benefit", to read as follows: Section 33.62 BENEFIT AMOUNTS AND ELIGIBILITY. (B) Normal Retirement Benefit. (1) Duration, Survivor Benefits. A member retiring on his normal retirement date shall receive a monthly benefit which shall commence on his normal retirement date and be continued thereafter during his lifetime, Upon his death the full retirement benefit shall be continued to his_spouse for one year and sixty (60) percent of that amount continued thereafter until the earlier of death or remarriage. (2) Amount. Normal retirement benefits shall be in the amount of two and one- half (2 1/2) percent of average monthly earnings for each year of continuous service for employees with more than ten (10) but less than twenty (20) years of continuous service. Normal retirement benefits shall be in the amount of three (3) percent of average monthly earnings for each year of continuous service if an employee has attained twenty (20) or more years of continuous service, subject to a maximum of seventy-five (75) percent of average monthly earnings. Provided, however, that in no event shall a member's total benefit be less than two (2) percent of average monthly earnings for each year of continuous service. However, members as of the effective date shall receive at their normal retirement date (age fifty-two (52) regardless of years of service) the greater of the benefit provided by the formula above or fifty (50) ~ercent of average monthly earnings. (3) Optional Enhanced Multiplier. (a) Notwithstandin.q any provision of the System to the contrary, a member who is actively employed by the City on March 15, 2004, but who is not participating in the deferred retirement option plan (DROP), may elect a normal retirement benefit in the amount of three and one-half (3.5) percent of averaqe monthly earnings for each year of continuous service if the member attains twenty (20) or more years of continuous service, subject to a maximum of eighty-seven and one-half (87.5) percent of average monthly earnings. Members electing this enhanced multiplier shall thereafter contribute three (3) percent of earnings to the Trust Fund in addition to the member contribution specified in Section 33.64(A), and shall receive the enhanced multiplier for all periods of continuous service. An election under this subparagraph must be on or before April 15, 2004. (b) Notwithstanding any provision of the System to the contrary, a member who is actively employed by the City on March 15, 2004, but does not elect the enhanced multiplier in accordance with subpara.qraph (a), above, and who is not participatinq in the deferred retirement option plan (DROP), may thereafter elect a normal retirement benefit in the amount of three and one-half (3.5) percent of average monthly earnings for all future continuous service after makin.q such election if the member attains twenty (20) or more years of continuous service, subject to a maximum of eighty-seven and one-half (87.5) percent of average monthly earnings. Members electing this enhanced multiplier shall thereafter contribute three (3) percent of earnings to the Trust Fund in addition to the member contribution specified in Section 33.64(A). Such member may also elect to purchase the enhanced multiplier for some or all periods of continuous service prior to the date of the election, by payinq the full actuarial cost of the enhanced multiplier, plus the full cost of any actuarial or other professional services required. (c) Notwithstandinq any provision of the System to the contrary, a member who is hired after March 15, 2004 and who is not participating in the deferred retirement option plan (DROP) may elect a normal retirement benefit in the amount of three and one-half (3.5) percent of averaqe monthly earninqs for all future continuous service after making such election if the member attains twenty (20) or more years of continuous service, subiect to a maximum of eighty-seven and one-half (87.5) percent of 2 ORD. NO. 18-04 averaqe monthly earnin.qs. Members electinq this enhanced multiplier shall thereafter contribute three (3) percent of earnin.qs to the Trust Fund in addition to the member contribution specified in Section 33.64(A). Such member may also elect to purchase the enhanced multiplier for some or all periods of continuous service prior to the date of the election, by payin.q the full actuarial cost of the enhanced multiplier, plus the full cost of any actuarial or other professional services required. (d) The election to receive the enhanced multiplier under this paraqraph must be made in writin.q on a form provided by the City. Such election shall be irrevocable. If an eli.qible member does not elect an optional enhanced multiplier under this para.qraph, or if an eli.qible member elects the enhanced multiplier for only a portion of his total continuous service, then the benefit provided in paraqraph (2) shall be used to calculate the benefit for all continuous service to which the enhanced multiplier does not apply. If an eli.qible member elects the enhanced multiplier and attains more than ten (10) but less than twenty (20) years of continuous service, the member's benefit shall be determined in accordance with paragraph (2), and the member shall receive a refund of all additional contributions and amounts paid for the enhanced multiplier, without interest. In no event shall a member's total benefit be less than two (2) percent of average monthly earninqs for each year of continuous service. (3)(4) Upon becoming eligible for normal retirement, a member shall be one hundred (100) percent vested in his accrued benefit. Section 2. That Chapter 33, "Police and Fire Departments", subheading, "Pensions", of the Code of Ordinances of the City of Delray Beach is hereby amended by amending Section 33.687, "Early Retirement Incentive", to read as follows: Section 33.687 EARLY RETIREMENT INCENTIVE. (A) Effective January 1, 1994, an early retirement incentive shall be provided to employees in accordance with this section. The availability of the early retirement incentive in any calendar year shall be determined by the City. (B) Employees with eighteen (18) and up to, but not including twenty (20) years of continuous service shall be eligible for the early retirement incentive. In any calendar year in which the City determines that the early retirement incentive will be offered, eligible employees shall be given an opportunity to decide within a specified time period (30 to 90 days) whether they wish to receive the early retirement incentive and retire from City employment. The City will provide at least sixty (60) days advance notice to eligible employees of the early retirement incentive offering. (C) Eligible employees who elect to receive the early retirement incentive shall 3 ORD. NO. 18-04 receive two (2) additional years of continuous service, under the System, and upon receiving such additional continuous service shall immediately retire and terminate City employment. Effective the first pay period after September 1, 1999, eligible employees who elect to receive the early retirement incentive shall receive three percent (3%) of average monthly earnings for each year of continuous service if the employee qualifies for the twenty (20) year (or more) normal retirement benefit. Eligible employees who elect to receive the early retirement incentive on or after March 15, 2004 shall receive three and one-half percent (3.5%) of average monthly earninqs for each year of continuous service, or portion thereof, to which the optional enhanced multiplier under Section 33.62(3) applies; and if the enhanced multiplier is applicable to more than fifty percent (50%) of the employee's total continuous service, excludinq the two (2) additional years provided in this section, the employee shall receive three and one-half percent (3.5%) of average monthly earnings for each of the two additional years provided in this section. The early retirement incentive program shall be voluntary for all eligible employees. The early retirement incentive shall not apply to sick leave, vacation or any other accruals or benefits. (D) An employee who elects to receive the early retirement incentive under this Section cannot also participate in the Deferred Retirement Option Plan under Section 33.685. Section 3. That all ordinances or parts of ordinances in conflict herewith be, and the same are hereby repealed. Section 4. That should any section or provision of this ordinance or any portion thereof, any paragraph, sentence, or word be declared by a court of competent jurisdiction to be invalid, such decision shall not operate to invalidate the remainder hereof. Section 5. That this ordinance shall become effective on March 15, 2004. PASSED AND ADOPTED in regular session on second and final reading on this the __ day of ., 2004. ATTEST: MAYOR City Clerk First Reading Second Reading 4 ORD. NO. 18-04