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Ordinance 93-2840ORDINANCE NO. 93-2840 AN ORDINANCE OF THE CITY OF MIAMI BEACH, FLORIDA, AMENDING ORDINANCE 1901 WHICH CREATED THE GENERAL EMPLOYEES PENSION SYSTEM, BY AMENDING SECTION 5.02, EARLY RETIREMENT ALLOWANCE, BY PROVIDING A PERIOD DURING WHICH A RETIREMENT INCENTIVE WILL BE OFFERED TO QUALIFYING EMPLOYEES WITHIN THE CLASSIFICATIONS OF EMPLOYEES UNDER THE AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES BARGAINING UNIT, PROVIDING FOR A REPEALER, SEVERABILITY AND AN EFFECTIVE DATE. Whereas, the City Commission of the City of Miami Beach, Florida, adopted Ordinance 1901 which created the General Employees Pension System, and, Whereas, the City Commission is desirous of reducing the number of employees who qualify for membership in the System, and, Whereas, the reduction in membership can be accomplished on a voluntary basis by offering an incentive for existing employees to retire; and, Whereas, the City has bargained collectively with the American Federation of State, County and Municipal Employees ("AFSCME"), NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA: SECTION 1 - That Section 5.02 of Ordinance 1901 be amended to read as follows: 5.02 Early Service Retirement Allowance AU) (a) Any Member may retire prior to his normal retirement date on an early service retirement allowance on the first day of the calendar month next following receipt of written application therefor by the Board, provided that, at the time of such retirement, he has attained fifty (50) years of age and the sum of his attained age (last birthday) and the number of his full years of creditable service is not less than seventy-five (75). (2) () The early service retirement allowance shall be an immediate allowance commencing as of the date of the Member's retirement and shall be equal to: (a) (-1) In the case of a person who became a Member of the System on or after November 1, 1976, the actuarial equivalent of a deferred retirement allowance commencing on his normal retirement date and computed in accordance with Section 5.01 on the basis of his final average monthly earnings and creditable service as of the date of his retirement; (b) (2) In the case of a person who became a Member of the System prior to November 1, 1976, the actuarial equivalent of a deferred allowance commencing on the first day of the calendar month coincident with or next following the date as of which he attains age 55 and computed in accordance with Section 5.01 on the basis of his final average monthly earnings and creditable as of the date of his retirement, including the adjustment, if any, required in accordance with paragraph (d) of Section 5.01. B. Commencing on the effective date of this Ordinance and for sixty (60) days thereafter (the "Election Period"), an Employee who is a Member ("Employee Member") of this System and is in a classification within the AFSCME bargaining unit who meets one of the criteria set forth below will have an irrevocable option to elect one and only one of the following: (1) If an Employee Member within the Election Period. has attained the normal retirement age and completed five (5) years of creditable service. said Employee Member shall have the irrevocable option to retire during the Election Period. and receive, as an inducement. credit for two years of additional creditable service in addition to any creditable service the Employee Member may have earned. or, (2) If an Employee Member. within the Election Period. shall have completed five (5) years of creditable service and is within two (2) years of the normal retirement date. said Employee Member shall have an irrevocable option to retire within the Election Period. and receive. as an inducement. credit for two (2) years of additional age in addition to the age previously attained by the Employee Member. SECTION 2 - REPEALER All Ordinances or parts of Ordinances in conflict herewith be and the same are hereby repealed. SECTION 3 - SEVERABILITY If any section, subsection, clause or phrase of this Ordinance is held to be invalid or unconstitutional by any court of competent jurisdiction, then said holding shall in no way affect the validity of the remaining portions of this ordinance. SECTION 4 - EFFECTIVE DATE This Ordinance shall be effective ten days after its adoption. Passed and adopted this 21st day of April , 199 Attest: City Clerk Appro d as to Form; City Attorney 1st reading 4/8/93 2nd reading 4/21/93 Mayor CITY OF MIAMI BEACH CITY HALL 1700 CONVENTION CENTER DRIVE MIAMI BEACH FLORIDA 33139 OFFICE OF THE CITY MANAGER TELEPHONE: (305) 673-7010 FAX: (305) 673-7782 COMMISSION MEMORANDUM NO. a OO -co To: Mayor Seymour Gelber and Members of the City Commission From: Roger M. C City Manager April 21, 1993 Subject: Amendments to the Pension System for General Employees of the City of Miami Beach for Members of the American Federation of State, County and Municipal Employees ("AFSCME") Administrative Recommendation: The Administration recommends that the City Commission adopt the two ordinances amending the General Employees Pension System for the AFSCME members on second reading after a Public Hearing and second reading. Background: These two ordinances are prepared in accordance with the anticipated savings to be achieved in the FY 92/93 Adopted Budget. There are two ordinances amending Ordinance 1901, The General Employees Pension System as it relates to members of the AFSCME bargaining unit. The first retirement related ordinance implements the recommendations of the Pension Systems Review Committee and institutes a bifurcated pension system for all AFSCME employees with a reduced benefit for new members of the system. The recommendations of this Committee were to decrease the benefit accrual rate to three percent annually, with a retirement age of sixty, vest the benefit incrementally over ten years, modify the calculation of final average monthly earnings to an average of the three highest years, reduce disability benefits and raise the contribution rate to ten percent for all employees. The second retirement related ordinance provides a retirement window with an incentive to encourage eligible employees to retire. These two ordinances, which should be considered a package, will accomplish two necessary goals. First, the retirement incentive should produce two years of employee turnover (anticipated to be 31 employees) immediately. The resulting savings from replacing a portion of the early retired employees (anticipated to be 25 employees) at lower salary AGENDA ITEM DATE 12 RSC LI -21 q3 and benefit levels will provide the expense reductions anticipated within the FY 92/93 Adopted Budget. Second, the two years of turnover will allow the accomplishment of diversity Goals for AFSCME employees covered by the General Employees Retirement System within budget limitations and much sooner than otherwise would be possible without an early retirement program. Analysis: The financial effect of these two Ordinances in conjunction with the amended salary ordinance for new hires of general employees of the City will be an approximate forty percent (40%) reduction in salary cost for new employees. This is accomplished because the existing salary plan has a twenty-five percent (25%) range from minimum to maximum and the retiring employees are typically at the maximum salary for their respective positions. With the reduction of fifteen percent (15%) in the salary plan, new employees starting at the entry level for a position will be starting at a salary forty percent (40%) lower than the employee that they are replacing. Additionally, the changes in the pension system will save approximately five percent (5%) of salary as a contribution to the pension system. Members of the City Commission should also be aware that the retirement incentive will produce a cost for the one-time payout amount of the employees accumulated leave balances (which they may elect to receive 50% upon separation and 50% in December or January depending on their tax situation) which will be more than offset by the savings produced from salary and benefit reductions. These payout amounts have been considered in the net savings projected in the FY 92/93 Proposed Budget to be achieved through the retirement incentive program. There are sixty-two (62) persons from a total of two hundred and forty employees (240) in the AFSCME unit who would be eligible for the retirement incentive. The retirement incentive option would be available to the eligible employees for a sixty day period (the "Election Period") from the effective date of the ordinance and would provide credit for two years of creditable service for all employees over normal retirement age or credit for two years of age if the employee is within two years of the normal retirement age within the period. Forty-seven (47) of these employees are over age fifty and would be eligible for the additional service credits and seventeen (17) employees will be within two years of normal retirement during the Election Period and would be eligible for additional age credit. The sixty-two (62) employees have combined salaries of $1,460,189 annually and leave balances for those employees total $507,919. It is anticipated that fifty percent (50% or 31 employees) of those eligible for the incentive will accept the benefit and retire. The 13 retiring employees will have salaries of approximately $730,000 and it is anticipated that approximately eighty percent (80%) of the retiring employees (or 25) will be replaced. With the new salary structure and anticipating hiring at the entry level for the positions, the salaries for the new hires will be $350,000 annually saving the City $380,000 in salary cost annually. The new level of benefits in the pension system will produce a savings of $37,000 the first year and will grow each year as the bifurcated plan becomes the only plan over time. The total of $417,000 in annual savings will be offset in the first year by the payout on leave settlements of $254,000 (50% of $507,919). it is anticipated that the payout on leave settlements due to option to defer payment for tax reasons will amount to 75% or $190,500 this fiscal year and 25% or $63,500 next fiscal year, producing a net savings for the first twelve months of $163,000 or fifteen percent (15%) of the projected savings from pension plans projected in the FY 92/93 Adopted Budget. The second year, without the payout of the leave settlements, the savings would be $425,000 based on additional employees turnover and performance reviews and the amount would annually increase with the additional employee turnover. The effect of these two ordinances and the salary ordinance working together produces savings three and one half times greater than the effect of only implementing the bifurcated pension system recommended by the Pension Systems Review Committee. Conclusion: The savings of $163,000 the first year and $425,000 the second year with the ability to more quickly achieve the diversity commitment of the City of Miami Beach provides the justification for approval of these two ordinances. 14 created the E t• J v 0 4-1 a) u P, a) •r1 C/) 1•+ .0 •r1 3 G 4-3 o a) rl •r1 (:4 0 CO rn G T - (3.1 r1 PA $4 a) ca O (i) W • O a) ca a) O 7,N • •r1 0 O • b r-4• 1-1 a Lri O E w a) ao 0o u •r1 • cd 4r1 cd b 1•+ b 3 O a) R o aJ G v v -I g. ch d