1970-697ORDINANCE NO. 21- i0-6yi
ORDINANCEOF THE CITY OF SOUTH MIAMI,
CODE OF,ORDINANCES, CITY - 'OF M16,
FLORIDA AMENDING ARTICLE II CHAPTER
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FLORIDA, ENTITLED "CITY PENSION PLAN ";
EXPRESSING INTENT THAT`SAME'BE INCLUDED
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IN THE CITY CODE; AND ESTABLISHING
EFFECTIVE DATE.
WHEREAS, the City of South Miami, Florida, established
a pension plan effective October 1, 1965, entitled "South Miami
Pension Plan"
whichpension "plan was incl'uded`in Ordinance No.
528 passed and adopted by the Mayor and City Council December 1,
1965; and included in 'the Code of Ordinances, City of South Miami,
Florida, as Article II of Chapter 16; and
WHEREAS, said pension-plan provides in Section 16 -22 that
it maybe amended at any time and from time to time; and
WHEREAS, the City'- of South Miami now desires to amend said
pens ion'`plai;
BE IT ORDAINED BY THE MAYOR AND CITY COUNCIL OF THE CITY
OF SOUTH MIAMI, FLORIDA:
Section 1. Section 16 -12, Code of Ordinances, is hereby
amended by adding - thereto the following:
"Basicf "Benefi`t" "shall mean that portion of the �`peiision
payable to a participant under the plan, which portion,
upon the disability or retirement of any Participant,
is guaranteed both as to amount and duration.
"Supplemental 'Benefit" shall mean a variable benefit
reflecting changes in the cost of living 'de "termined
from the Consumer Price Index, which may become payable
on October 1, 1970, and every October 1 thereafter for
the ensuing - twelve (12) month period to persons retiring
or becoming disable on-or after October 1, 1970.
"Consumer Price Index" shall mean the statistical table
based on changes in the price of consumer goods and
services published periodically by the Bureau of Labor
Statistics of the United States, which table relates to
the United States as a whole.
"Current Index" shall mean the average of the six (6)
latest available monthly Consumer Price Indices published
immediately preceding the applicable Valuation Date.
"Base Index" shall mean the Current Index determined
on the Valuation Date coincident with, or otherwise,
immediately preceding a participant's normal retire-
ment-date.
The Base Index applicable to a Participant who elects
a late retirement date shall be the Base Index which
would apply had j s normal retirement date been his
last retirement date,
"Prior Index" shall mean'the last current Index which
was used to adjust benefits on the last Valuation Date
immediately preceding the current Valuation Date.
"Valuat`ion Date" shall mean the Septe "tuber 1 on which"
the Current Index shall be compared with "'the Base Index
of each payee receiving a Basic Benefit to deter`m "ine
whether a Supplemental Benefit may be payable.
Section 2. Section 16 -14 (b) Code of Ordinances, hereby
is amended to read as follows:
°(b) The yearly amount of pension'Pa'yable to a Partici-
pant shall be equal to (a) as to a participant
retiring prior to October 1, 1970, a Basic Benefit
g
`h'is retirement 'dat` determined by
x. and six tenths percent (1.6%.) of
his tfpinalnavetag
rage compensation by the number of
his completed years of credited service at his
retirement date excluding the first two (2) years
Of such service and any additional service com-
pleted by him prior to 'his twenty -fifth (25)
birthday, and (b) as to a participant retiring
on and after October 1, 1970, the sum of (1) and (2).
"(1) Basic Benefit A Basic Benefit commencing 'at h'is
normal retirement date deterined')�y multiply n
one and six tenths ercent 1.5° g
,. p ( /) of his final
average compensation by the number of his com-
pleted years of credited service at his normal
retirement date exchuding the first two 2
Of such service and ) Y -ars
d any additional service completed
by him prior to his twenty - fifth (25th) birthday.
n � i{: j
(2) Supplemental Benefit A Supplemental Benefit, if
any is payable, determined on each Valuation'' Date
which
d occurs after the particip'ant's normal retire -
The Su p elemental Benefit shall be equal
to (1) an amount determined at the first' applicable
Valuation Date by multiplying` the yearly amount of
Basic Benefit by the percentage, if any, by which
the Current Index exceeds the Base Index and (2)
an amount determined at each subsequent Valuation
Date, where the Current Index exceeds the Prior
Index, by multiplying the sum of the annual Basic
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ORDINANCE NO. 21 -70 -697
Benefit and an amount equal to twelve (12)
times the Supplemental Benefit payable fog
the month preceding such Valuation Date by
the percentage by which the Current Index
exceeds the Prior Index, or where the Prior
Index exceeds- "the Current Index, by reducing
such sum by the product of such sum and the
percentage by which the Prior Index exceeds the
Current Index; prow "ided, however, that in no
event shall the Supplemental Benefit payable
at any 'time be greater �thA i'Ae excess of (1)
the Basic Benefit increased at three percent
(Y compounded annually from 'the initial Valu-
ation Date .applicable ' to him ;over (2) the Basic
Benefit. In no event shall the Supplemental
Benefit be reduced below zero so as'to'affect
the amount of Basic 'Benefit. Supplemental Bene-
fits shall comm6n'66 or be adjusted as of each
October first and shall continue thereafter for
the following eleven (11) months."
Section 3. Section 16 -14 (c), Code of Ordinances hereby
is amended by adding thereto 'the following:
ng after the Participant's Normal Retirement
Date theYBasic Benefit of any Participant retirrhg on
or after October 1, 1970, will be suppleiriented by the
applicable Supplemental Beieflt determined in the same
manner as in Section 16 -14 b
Section 4. Section 16- 14(d), Code of Ordinances, hereby
is amended by adding the' ir6to the following:
"Commencing after the Participant's Late `Retiremeht`Date
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the 'Basic Benefit of any Participant retiring on or after
October 1, 1970, will be supplemented by the applicable
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Supplemental Benefit determined'in the same manner as pro-
vided in' Section 16 ='14 (b)`('2) , based on tYe Basic Benefit
actually being paid;`'provided, however, that the`frst
applicable Valuation Date will be the first such date
following such Partic'ipant's Late Retirement Date."
Section 5. Section 16- 15(a), Code of Ordinances, hereby is
amended by deleting the second 2nd)
( paragraph thereof and sub-
stituting the following in lieu thereof:
"If the participant remains disabled until his normal
retirement date, he shall then receive a Basic Benefit
on the normal annuity form equal to the amount of dis-
ability benefit he was receiving. In addition to the
Basic Benefit, the payments of any participant who be-
comes disabled on or after October 1, 1970, will be
adjusted after the normal retirement date of the Parti-
cipant by a Supplemental Benefit determined in the same
manner as provided in Section 16- 14(b)(2), the last pay-
ment being due at the time that last Basic Benefit payment
is due. If the disabled Participant ceased to be totally
and permanently disabled and returns to the service of
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ORDINANCE NO. 21 -70 -697
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being due at the time that last Basic Benefit payment
is due. If the disabled'Part`icipant ceased to be
- totally and permanent "ly disabled and returns to the
service of the Empl yer he shall be entithed- to--resume
coverage under the Plan 'on the first of the month'`'follow-
ing'Wis,re- employment and his pension at retiremnt shall
be based
on Credited Service before and after his period
of disability. If he does not return to the service of
the Employer, his vested - ,pension shall be determined'i:n
accordance with Article VI, including as serce' for the
p pose of de'termfi iA the a livable vesting percentage
only, the period of his disability."
Section"6. Section 16- 17(b), Code of Ordi'raiic "es,'hereby
is amended by changing the reference in Option 2(b) of Section
16 -17(b) from "Section 16- 14(b)" to "Section 16 -14(a) or'A- 14(b),
whichever is applicable."
Section 7. Section 16 -17, Code of Ordinances hereby is
Amended by adding thereto the following-paragr`aph at the end
thereof:
"No Supplemental Benefit shall be payable under this Article."
Section'8. Section 16- 18'(a), Code of Ordinances, hereby is
amended by substituting the following in lieu thereof:
"(a) The employer, in order to provide the benefits
of this plan, shall procure from the Insurance
Company a group annuity` policy. In general,
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such' group annuity policy shall provide for the
establishment and maintenance of a fund'or funds
b the Insurance Com
y pant' to which contributions
will be credited and 'from which will be with-
drawn the amount necessary to pay pension' benefits
at retirement and 'to pay such other benefits as
may be provided by the plan.
Section 9. Section 16- 22(b), Code of Ordinances, hereby is
amended by substituting the following in lieu thereof:
"(b) The Employer may terminate this pensior..<, ,pl'an at
any time by an instrument in.- writing executed in
the name of the Employer by an officer or officers
duly authorized to execute such an instrument and
delivered to the Pension Board. In such event
ORDINANCE, NO. 21 -70 -697
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the Pension Board shall take the necessary 'steps
to have all th'e funds held by the Insur'ahce Company'
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under the group annuity pol -icy with respect to such
Employer applied to`the purchase of immediate or
deferred ahMi- itie`s, as the case may be, in the
following order of priority arid- "in accordance with
the provisions of Article XII, if applicable:
"(l) An immediate annuity on the normal forms of
pension `for each hliployee who is a Participant
and who has attainted his normal 'retirement 'date
but o has not retired, in an amount equal to the
amountof`Basc Benefit to which he would have been
entitled "if `he had retired 'immediately prior to such
termination.
((2) A deferred annuity on a full cash refund form "of
pension commencing at fib retire"md- date for
each employee who "is'a Particip nf`and who has not
reached his norma'l' retirement ' da'te, for each dis-
able'd Participant, and for "each former employee
who is a terminated Pa 'r`tcipant' who has not elected
a cash "pay►uent as provided in 61 1 of Article
VI in an "amount of h "is artic3 ant contributions
paid to and receiv6d +iby the InsiAr hce Company, with
credited inte'r'est at three percent (3q) -per annum
from the 'end of the-year in which conteibiutioris
were received to the date Basic Benefits commence.
"(3) temporary nY dg on s normal re ti r ement
date for each disalledoarticipant
in an amount
equal to the Basic benefits has been receiving
under Article IV.
f
"(4) A deferred annuity on the life annuity formcom-
mencing`at normal retirement -date for 'each ter -
minuted participant as defined in Article VI in an
amount equal to the amount he is entitled to under
Article Vi and-a deferred annuity''commencihq at
normal `retirement date for each disabled' p"' ci-
pant and each employee who is a participant in an
amount equal to the amount "he would be entitled to
under Article Vi if the date of tormination'of,:
employment less the amount of benefit applicable
to him in (b) above.
"(5) A deferred annuity on the life annuity form com-
mencing at normal retirement date for each employee
who is a participant and who has not reached his
normal retirement date in an amount equal to the
amount of Basic Benefit he would be entitled to if
his normal retirement date were the date of termin-
ation of this plan less the amount of benefit appli-
cable to him in (2) (3) and (4) above.
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ORDINANCE, NO. 21 -70 -697
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"Provided, however, that if there are insufficient funds
to provide any category of such annuities, the amount
of annuity to be provided for.each participaAt iri that
category shall be reduced by , a uniform-percentage, -If
by.reason of actuarial error the purchase-6f such an-
nuities as is provided for in (1) , (2) , (3) , (4')' and
above does not exhaust the funds, any excess shall be
paid by the Insurance Company to such Employer."
Section 10. If any provision, section, paragraph, sentence
clause or phrase of this ordinahce is for any reason found to be
,invalid or inoperative or shall be held by any Court to be un-
constitutional the remainder of the provisions of this ordinance
shall nevektheless continue in full force and effect.
Section 11. This ordinance shall be included in the Code
of ordinances of City of S6U'th Miami, Florida, and the sections
may be renumbered for such purpose.
Section 12. This ordinance shall become effective October
1, 1970.
PASSED and ADOPTED this 6th day of —October 100.
APPROVED:
M a y6r
ATTEST:
City Clerk
OR61NANCE NO. 21-70-697
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