HomeMy WebLinkAboutItem #10 Approval of Changes to General Employees Retirement Trust Fund
AGENDA ITEM COVER SHEET
Meeting Date: 01/17/06
Item # \ 0
Contact Name:
Contact Number:
James Carnicella
1032
Reviewed By: ~
Department Director:.... . ~~~
City Manager: .!
. .
Background Summary:
The Pension Board for the City of Ocoee Municipal General Employees' Retirement Trust Fund is governed
by ordinance.
Issue:
The General Employees' Pension Board has made recommendations to change the ordinance to allow
participation from the City Manager and Assistant City Manager. In addition, it removes reference to
Directors by specific title thereby allowing for participation of new director positions as authorized in the
yearly budget process.
Recommendations
Staff recommends the Commission adopt the Pension Board changes as amended for the City of Ocoee
General Employees' Retirement Trust Fund on the first reading.
Attachments:
Attached is the Ordinance pertaining to the recommended changes.
Financial Impact:
None
Type of Item:
D Public Hearing
[8J Ordinance First Reading
D Ordinance First Reading
D Resolution
D Commission Approval
D Discussion & Direction
For Clerk's Deot Use:
D Consent Agenda
D Public Hearing
D Regular Agenda
D Original Document/Contract Attached for Execution by City Clerk
D Original Document/Contract Held by Department for Execution
Reviewed by City Attorney
Reviewed by Finance Dept.
Reviewed by ( )
o N/A
o N/A
o N/A
LAW OFFICES
CHRISTIANSEN & DEHNER, P.A.
SCOTT R. CHRISTIANSEN
H. LEE DEHNER
63 SARASOTA CENTER BLVD.
SUITE 107
SARASOTA, FLORIDA 34240
PHONE: (941) 377-2200
FAX: (94J) 377-4848
November 14, 2005
jUc.r--{ cA..
Mr. James Carnicella
Human Resources Director
150 N. Lakeshore Drive
Ocoee, FL 34761
Re: City ofOcoee General Employees' Retirement Trust Fund
Dear Jim:
As directed at the last meeting ofthe Board of Trustees ofthe designated pension plan, I am
enclosing the revised proposed Opt-Out ordinance. Please take the necessary steps to have this
ordinance set for reading by the City Commission.
By copy ofthis letter to the Board's Actuary, Foster & Foster, Inc., I am requesting them to
prepare the appropriate actuarial analysis and forward it to you.
If you have any questions or comments, please do not hesitate to contact me.
::;: :;;:IY,
H. Lee Dehner
HLD\noc
enclosure
cc: Ward Foster, with enclosure
..
ORDINANCE NO. 20-
AN ORDINANCE OF THE CITY OF OCOEE, FLORIDA,
RELATING TO THE CITY OF OCOEE MUNICIPAL
GENERAL EMPLOYEES' RETIREMENT TRUST FUND,
ADOPTED AND RESTATED IN FULL BY ORDINANCE
NUMBER 96-19; AS SUBSEQUENTLY AMENDED; IS
HEREBY FURTHER AMENDED BY AMENDING SECTION
1, DEFINITIONS BY AMENDING THE DEFINITION OF
"GENERAL EMPLOYEE"; AMENDING SECTION 2,
MEMBERSHIP; PROVIDING FOR SEVERABILITY OF
PROVISIONS; REPEALING ALL ORDINANCES IN
CONFLICT HEREWITH AND PROVIDING AN EFFECTIVE
DATE.
SECTION 1: Authority. The City Commission of the City of Ocoee has the authority
to adopt this ordinance pursuant to Article VIII ofthe Constitution ofthe State of Florida and
Chapter 166, Florida Statutes.
SECTION 2: That Ordinance No. 96-19, adopting the amended and restated City of
Ocoee Municipal General Employees' Retirement Trust Fund, as subsequently amended, is
hereby further amended by amending Section 1, Definitions by amending the definition of
"General Employee", to read as follows:
General Employee means any actively employed person in the regular full-time service of
the City, including those in their initial probationary employment period, but not including certified
police officers and certified firefighters, employed by the City. fOl pmposc,s ofthis Systc,nl, thc, City
Manager, Assistant City Managc,l and City Attoll1c,y shall not bc dCC,lllCd GGllc,lal Employc,c,s, and,
thc,lcforc" shall not bc, Mcmbos o[tl1c Systc,m.
SECTION 3: That Ordinance No. 96-19, adopting the amended and restated City of
Ocoee Municipal General Employees' Retirement Trust Fund, as subsequently amended, is
hereby further amended by amending Section 2, Membership, to read as follows:
SECTION 2. MEMBERSHIP.
1. Conditions of Eligibility.
Subject to A. of this subsection, all General Employees as ofthe Effective Date, and
all future new General Employees, shall become Members of this System as a condition of
employment.
A. The following employees, hOt'9cvcr, may, withinninc,ty (90) days o[his 01 hel
cmploYlllGllt, may notify the Board and the city of his or her election not to be a member of the
System. Thereupon, it shall be the duty ofthe Board of Trustees to refund, from the Fund, the full
amount without interest, withheld from such employee's salary and deposited in the Fund.
Thenceforward, no withholding shall be made from his or her salary and all employees who have
given such notice shall be banned from participating in the System. The employees who are eligible
to opt out of the System are: City Manager, Assistant City Manager and Directors.
at financc, Dinctol
b1 Public 'vV01ks DilcCtOl
eJ City Engineer
d1 Posomlel and Human Rdatiolls DilCCtOl
eJ Planning DilC,CtOl
1
,. .
f} City Clerk
g1 Chief Duilding Official
h} Administr (tti v c, SCIv i(,c,s Dir cctOl
2. Membership.
Each General Employee shall complete a form prescribed by the Board providing for
the designation of a Beneficiary or Beneficiaries.
SECTION 4. Severability of Provisions. If any section, subsection, sentence, clause,
phrase of this ordinance, or the particular application thereof shall be held invalid by any
court, administrative agency, or other body with appropriate jurisdiction, the remaining
section, subsection, sentences, clauses, or phrases under application shall not be affected
thereby.
SECTION 5. Repeal of Ordinances. All ordinances or parts of ordinances in conflict
herewith are hereby repealed.
SECTION 6. Effective Date. This ordinance shall take effect upon adoptions.
PASSED AND ADOPTED this _ day of ,2005.
APPROVED:
ATTEST: CITY OF OCOEE, FLORIDA
By:
Beth Eikenberry, City Clerk S. Scott Vandergrift, Mayor
(SEAL)
ADVERTISED ,2005
READ FIRST TIME ,2005
READ SECOND TIME AND ADOPTED
,2005
FOR USE AND RELIANCE ONLY BY
THE CITY OF OCOEE, FLORIDA
APPROVED AS TO FORM AND LEGALITY
THIS _ day of , 2005
CHRISTIANSEN & DEHNER, P.A.
Special Counsel
By:
2
. .
..
noc\ocoee\gen\11-14-05.ord
3
APPROVED BY THE OCOEE CITY
COMMISSION AT A MEETING HELD ON
, 2005 UNDER AGENDA ITEM
NO.