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18-90 ORDINANCE NO. 18-90 AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AMENDING CHAPTER 33, "POLICE AND FIRE DEPARTMENTS", OF THE CODE OF ORDINANCES OF THE CITY OF DELRAY BEACH, FLORIDA, BY AMENDING SECTION 33.62, "BENEFIT AMOUNTS AND ELIGIBILITY", SUBSECTION (E), "DISABILITY RETIREMENT PROVISIONS", SUBSECTIONS (5) AND (7), TO PROVIDE THAT DISABILITY BENEFITS SHALL BE REDUCED BY WORKERS' COMPENSATION BENEFITS TO THE EXTENT SUCH BENEFITS WHEN ADDED TO THE MEMBER'S DISABILITY RETIREMENT BENEFIT FROM THE SYSTEM EXCEED THE MEMBER'S AVERAGE MONTHLY EARNINGS ON THE DATE OF DISABILITY; PROVIDING A SAVINGS CLAUSE; PROVIDING AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AS FOLLOWS: Section 1. That Section 33.62(E)(5), "Disability Retirement Benefits", and Section 33.62(E)(7), "Annual Benefit Adjustments", of the Code of Ordinances of the City of Delray Beach, Florida, are hereby amended to read as follows: (5) Disability retirement benefits. (a) Eligibility. All members are eligible for service incurred disability benefits, regardless of their length of continuous service. Each member who completes ten years of continuous service prior to becoming disabled shall be eligible for nonservice incurred disability benefits. (b) Initial amount of service incurred disability benefit. Seventy-five percent of the member's average monthly earnings in effect on the date of disability, subject in any event to the offsets listed below. (c) Initial amount of nonservice incurred disability benefit. Where eligible, 2% of average monthly earnings in effect on the date of disability for each year of continuous service, subject in any event to maximum 50% of average monthly earnings and subject further to the offsets listed below. (d) Terms of payments. Disability benefits shall commence on or as of the first day of the month coincident with or next fol- lowing the date of disability, as established by the Board of Trustees, and shall continue to be paid on the first day of each subsequent month until the death or recovery of the disability retires. The same survivorship percentages which apply to normal retirement benefits shall also apply to disability retirement benefits. (e) Benefit offsets. Disability retirement benefits described above shall be reduced by any disability benefits paid by social security ~ , by workers' compensation benefits to the extent such benefits when added to the member's disability retire- ment benefit from the system exceed the member's average monthly earnings on the date of disability, and er by other benefit offsets set forth in division (E) (7) of this section. The reduction for social security shall be in the amount of the primary insurance amount only, not including any family benefit. Any cost of living adjustments in the disability retiree's social security and workers' compensation benefits shall not serve to reduce further the disability benefit payable from the system. The reduction for social security disability benefits shall terminate upon the retiree's attainment of age 65. In the case of a lump sum settle- ment paid by workers' compensation, the disability retirement benefit payable from the system shall be s~s~e~e~-fe~-a-ee~a~ ~mBe~-~ -m~hsv --The -~m~e~ -~ -m~ehs -~ -s~s~e~s~-sha~-be adjusted as follows: (1) The amount of the lump sum settlement shall be divided by the member's remaining life expectancy (in months), as determined using standard actuarial tables approved by the plan actuary; (2) If the number obtained in subparagraph (1), above, when added to the member's monthly disability retirement benefit from the system, exceeds the member's average monthly earnings on the date of disability, the amount of the excess shall be deducted from the member's monthly disability retirement benefit from the system, for the duration of the member's remaining life expectancy as determined in subparagraph (1), above. ame~ -~ -~he -~m~ -s~m-se~½eme~e -by -~he -ame~ -~he be~e~-w~-be-~-~he~e-we~e-~e~-w~e~s~-e~m~e~sa~e~-~see~ (3.) If the number obtained in subparagraph (1), above, when added to the member's monthly disability retirement benefit from the system does not exceed the member's average monthly earnings on the date of disability, there shall be no reduction of the member's disability retirement benefits from the system. Once the number of months of suspension has been completed, the disability retirement benefit from the system shall be resumed. Additional benefit adjustments shall also apply as described below in division (E)(7) of this section. (f) Eligibility for other benefits. In the event that a member applying for disability benefits is also eligible for either early or normal retirement, the Board may, upon the request of the member, pay the early or normal retirement benefit instead of a disability retirement benefit. (7) Annual benefit adjustments. (a) The monthly disability retirement benefit of each person who is receiving benefits on, or who shall receive benefits after the effective date of this subchapter, shall be adjusted annually as described herein. First, the sum of the following items shall be calculated for the previous calendar year: 1. The disability retirement benefits paid from the system; 2. The social security primary insurance amounts (not including family benefits) less any cost of living adjustments since the benefit first went into effect; 3. The workers' compensation disability benefits (excluding medical reimbursements) less any cost of living adjust- ments since the benefit first went into effect, to the extent that such benefits, when added to the member's disability retirement benefit from the system exceed the member's average monthly earnings on the date of disability; and 4. Any earned income (as defined in division (E)(ll) of this section) received as evidenced by the IRS W-2 forms (excluding 2 ORD. NO. 18-90 any sick and vacation pay received from the city pursuant to the disability, as determined by the Board of Trustees). (b) The annual rate of earnings of the disability retiree on his date of disability (utilizing the minimum set forth herein) shall then be subtracted from this sum. If there is any excess of the sum over the sum of the disability retiree's pre-disability annual earnings rate (with a presumed minimum upon the effective date of this subchapter of $30,000) as increased or decreased annually by the city in accordance with the salary funded for comparably funded city positions, then the disability retirement benefit payable from the system shall be reduced. The amount of the annual reduction shall be equal to 50% of any sums up to and including $15,000 of the excess, plus 100% of the excess, if any, which exceeds $15,000 in excess of the as-adjusted disability retiree's predisability annual earnings (with a presumed minimum upon the effective date of this subchapter of $30,000). The annual reduction so computed shall then be divided by 12 to make it a monthly reduction. The monthly reduction shall then be subtracted from the monthly disability retirement benefit which has most recently been paid. If the sum of the four items listed above is less then the disability retirement benefit computed in accordance with division (E)(5)(b) or (c) of this section, as applicable, prior to the offset provided by (E)(5)(e) of this section, then the disability retirement benefit payable form the system shall be increased. The amount of the annual increase shall be equal to the amount of the disability retirement benefit computed in accordance with division (E)(5)(b) or (c) of this section, as applicable, prior to the offset provided by division (E)(5)(e) of this section, minus the sum of the four items listed above. The annual increase so computed shall then be divided by 12 to make it a monthly increase. The monthly increase shall then be added to the monthly disability retirement benefit which has most recently been paid. The newly adjusted disability retirement benefit shall be paid for the ].2 months beginning on the next January 1; however, the dis- ability retiree may petition the Board no more than once annually during that 12-month period for a recomputation of those benefit adjustments, which the Board may elect to consider and grant based upon demonstrated exigent circumstances occurring to the disability retiree subsequent to the last benefit adjustment. Upon the death of the disability retiree prior to his recover, the monthly benefit rate without any adjustments shall be used to compute any survivor benefits which are payable from the system. Section 2. 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 deci- sion shall not effect the validity of the remainder hereof as a whole part thereof other than the part declared to be invalid. Section 3. That this ordinance shall take effect as of April 20, 1989. PASSED AND ADOPTED in regular ses~on second and final reading on this the 22nd day of ~~ A~EST: ~, ,, CitYVClerk - ~ / First Reading May 8, 1990 Second Reading. May 22, 1990 3 ORD. NO. 18-90 DELRAY .)~AEND~NG "BENEFIT BtLITY', 'DISABILITY TO