HomeMy WebLinkAboutMinutes_Miscellaneous_04/14/1993_Public Safety Committee r,
VILLAGE OF TEQUESTA
Post Office Box 3273 • 357 Tequesta Drive
Tequesta, Florida 33469 -0273 • (407) 575 -6200
Fax: (407) 575 -6203
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V I L L A G E O F T E Q U E S T A
P U B L I C S A F E T Y C O M M I T T E E
M E E T I N G M I N U T E S
A P R I L 1 4, 1 9 9 3
I. The Tequesta Public Safety Committee held a scheduled meeting
at the Village Hall at 357 Tequesta Drive, Tequesta, Florida,
on Wednesday, April 14, 1993. The meeting was called to
order at 8:30 A.M. by Chairman Joseph N. Capretta, with Co-
Chairman Ron T. Mackail in attendance. Also in attendance
were Village Manager, Thomas G. Bradford, Village Clerk Joann
Manganiello, Police Chief Carl Roderick and Lt. Steve Allison
and Finance Director, Bill Kascevalis. Also attending were:
Mike Madden, Florida League of Cities and Steve Palmquist, of
Kruse, O'Connor & Ling of Ft. Lauderdale, Florida.
II. APPROVAL OF AGENDA
Under Agenda Item VI. ANY OTHER MATTERS, Village Manager
Bradford requested to speak regarding fire trucks and Station
11, as well as giving the status of the requested pert chart.
The Agenda was approved as amended.
III. REVIEW OF RETIREMENT PLAN OPTIONS FOR FIREFIGHTERS. Steve
Palmquist, of Kruse, O'Connor and Ling.
Mr. Palmquist presented various retirement plan options
available to the Village: 1) Defined Benefit Plan; 2) Defined
Contribution Plan, and the pros and cons of each.
Chairman Capretta pointed out that the deciding factor should
be the value of the benefits to the employee, comparable to
that of Tequesta Police and neighboring jurisdictions at a
lesser cost, and that it would be important to have the chosen
plan in effect before the fire department is started so that
potential employees might have all the facts to make a sound
decision. Village Manager Bradford explained that the Fire
Chief will begin working on April 27, before the pension plan
is implemented, and the first day on the job of other
firefighters will be July 21, 1993.
Recycled Paper
Public Safety Committee
Meeting Minutes
April 14, 1993
Page 2
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Mr. Palmquist, an actuary with his firm, reported that the
firm has been in business for 27 years; he has been with the
firm 20 years. The firm handles 75 -80 municipal pension plans
throughout the State of Florida, with many clients in the
immediate neighborhoods. His firm does not receive
commissions for the sale of any product, but only fee for
service rendered. Mr. Palmquist presented to the Committee
two charts: 1) Retirement Benefit Projections; and 2)
Retirement Plan Options, with each showing defined benefit
plans and defined contribution plans:
Defined Contribution Plans = a certain percent of an employees
pay is put into a fund and, year by year, along with
investment earnings, determines how much the employee will
receive by the time he /she retires.
Defined Benefit Plan = fixes the benefit at the end of the
term, in terms of a percent of a person's compensation.
Example: The benefit at retirement may be equal to 20 of the
employees' average pay for each year of service. Therefore,
• retirement after 20 years of service, at 2 %, would produce
• pension for life of 40% of pay. The pay scale is usually
averaged over 3 -5 years.
Mr. Palmquist explained that the Florida Retirement System
(FRS) is a defined benefit plan. With FRS, for special risk
employees (police and fire), there is a benefit rate starting
this year forward of 3% of pay for each year of service, with
a five -year averaging period, with a minimum for retirement
of ten years. A person is allowed to retire after 25 years,
regardless of age, or at age 55 with ten years of service.
FRS also offers a 3% cost -of- living provision which few other
plans offer (i.e., after a person retires, his benefit may
increase by up to 3% /year, according to CPI) . FRS has an
unfunded liability of approximately $16 billion.
With a defined benefit plan, most plans start with a big
liability for past service. That will not be so in the case
of Tequesta firefighters since all service will be in the
future. There are two components of cost in a defined benefit
plan: 1) regular cost for service accruing; and 2) the
amortization payment for past service (which Tequesta will
not have). The vast majority of plans covering firefighters
throughout the State of Florida are defined benefit plans.
More monies are paid to short - service people in defined
contribution plans than with defined benefit plans.
Public Safety Committee
Meeting Minutes
April 14, 1993
Page 3
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Chairman Capretta asked if the creation of an annuity would
effect the cost of the plan. Mr. Palmquist answered that that
is called an actuarial assumption. In defined benefit plans,
assumptions are made as to what will happen in the future:
i.e., investment earnings; salary increases; when will people
actually retire; turnover in the department, etc. The most
important of these is the investment return, which will have
a big effect on the cost of the plan. It is presently
projected that earnings will be around 7 -8% long term.
Florida League of Cities (FLC) allows municipalities to choose
which ever plan they want, and already has a pool of monies
set up into which the investments are placed, just like a
mutual fund. FLC manages the investments, provides actuarial
services, etc.
Chairman Capretta asked if FLC and FRS are similar in that,
once you're in, you're in and can't get out. Mr. Madden
answered that it depends on the plan chosen, but generally,
once in the program or until retirement is reached, the monies
stay with the pool.
Vesting time in either plan is chosen by the municipality,
usually a ten -year cliff (no vesting before ten years - 100%
once ten years is reached). Many municipalities have chosen
a plan with 50% vesting after five years, grading up to 100%
after ten years.
Chairman Capretta stated it was his desire to see an actuarial
study done for Tequesta firefighters comparing a defined
benefit plan with a defined contribution plan, using FRS as
a benchmark.
Mr. Palmquist stated that with FRS, the benefits and costs
are fixed. Mr. Madden added that there are several costs
associated with any plan: actuary/ attorney fees; auditing
fees; administrative fee if not done in- house, etc.
Village Manager Bradford asked if one of the basic differences
between defined benefit and defined contribution is that the
risk of investments under defined contribution falls on the
employee, but the risk of investments under defined benefit
falls on the municipality. Mr. Palmquist stated that was
correct.
Public Safety Committee
Meeting Minutes
April 14, 1993
Page 4
Mr. Palmquist explained that in a defined contribution plan,
a certain percentage of pay goes into the plan, which earns
investment earnings, and whatever the total is in that
person's account by the time he /she retires is what is
received. On a defined benefit plan, the municipality is
effected by the investment plan: if the investment return is
good, the cost to the municipality comes down; if the
investment return is bad, it makes the cost to the
municipality go up. Most firefighter groups do not choose to
take a defined contribution plan, but usually select the more
secure defined benefit plan. Administrative costs for a
defined benefit plan are greater than those with a defined
contribution plan.
Mr. Palmquist suggested the Village should consider starting
out at a modest level on a plan, and easing into something
higher, since no Tequesta firefighter will be retiring in the
immediate future.
A Chapter 175 Plan is based on the number of property policies
written in a specific geographic area, based on zip code,
which may or may not coincide with municipal boundaries. A
premium tax from those homes goes to Tallahassee, which
revenue, in turn is distributed to the municipalities that are
in the 175 Retirement Plan. Everyone already pays this tax,
but Tequesta, not having a Chapter 175 Plan, does not get its
share. If Tequesta was in the Chapter 175 Plan, its share
would be an approximate $8,300 /year, with strings attached.
With a 175 Plan, the State can change the benefits if they so
desire, and can also decide how to pay out those benefits.
The municipality has no control.
With the League of Cities benefit plan, the municipality can
create its own benefit package, the municipality can be part
of an investment pool, and the League provides actuarial
services.
ICMA (International City Managers Association) has a defined
contribution plan (but not a defined benefit plan) funded both
by the municipality and the employee. ICMA has several
different investment options which employees can select, and
administrative costs are fairly low.
Public Safety Committee
Meeting Minutes
April 14, 1993
Page 5
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Local Law Retirement Plan allows the municipality to set
whatever set of benefits it desires, based on how much is
contributed. There has to be an actuary; once per year the
plan is audited with required periodic legal service, and this
plan can get the Chapter 175 revenue, with certain
requirements met. The Plan is not as restrictive as a Chapter
175 Plan.
IV. RECOMMENDATION OF RETIREMENT PLAN TO BE IMPLEMENTED BY THE
VILLAGE.
Co- Chairman Mackail felt it was necessary for Tequesta to be
realistic in its goals, objectives and implementation with a
Retirement Plan, and needed to be careful regarding unfunded
balances. Tequesta must be competitive with other agencies,
yet realistic in the approach, with the key factor being
length of the program.
The Committee recommended that the Village Manager Bradford
do a study of neighboring fire departments retirement plans
showing benefits regarding key factors, and show what
Tequesta's cost would be under each of the scenarios, showing
typical employees, high and low ends, projected out 20 years.
V. REPORT ON POLICE DEPARTMENT TRAFFIC ENFORCEMENT ACTIVITIES ON
COUNTRY CLUB DRIVE. Chief Carl Roderick.
Chief Roderick reported on the traffic enforcement record for
Country Club Drive for the months of January through April,
1993, with a total of 54 traffic stops, 25 traffic citations,
and 23 written warnings. On April 8, a Directed Patrol Order
was issued to address complaints of speeders on Country Club
Drive, as well as other streets in the Village. Speeders are
not cited until they travel 10 miles over the speed limit.
Co- Chairman Mackail suggested that complaints regarding
speeders be reported to the Police Department, giving the
license number of the vehicle, description of the vehicle, and
time and location of speeding. The Committee directed the
Police Chief to continue with the traffic control as has
recently been done, with the same type of report given next
month.
Public Safety Committee
Meeting Minutes
April 14, 1993
Page 6
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VI. ANY OTHER MATTERS
A) Village Manager Bradford explained that the Village plans
to buy two fire trucks: 1) brand new Class A 1250 gpm
Pumper; and 2) a 75 foot aerial truck.
Bids open next week for the new pumper. Depending on bid
interest, it is possible all bids would be rejected and
the pumper purchased direct. Plans call for the aerial
truck to be a refurbished unit, but the new Tequesta Fire
Chief is not comfortable with that idea, since it is his
position that a city gets rid of the truck for a reason.
A new aerial truck will probably be in the $300,000
range. Another option is to bid out the aerial truck,
and take time to buy it, building it into the specs. It
is possible in the meantime to have a loaner unit while
the aerial truck is being built.
Mr. Bradford explained that the original proposal was to
purchase the two trucks under a lease /purchase
arrangement with a ten -year amortization. With Village
Council approval, better trucks could be purchased, if
they were included in the Bond monies the Village is
considering, possibly making the cost per year for the
trucks less than that under a lease /purchase arrangement.
Chairman Capretta felt that was logical. Village Manager
Bradford stated there would be more information on that
next week.
B) Station 11: Village Manager Bradford stated the
Committee needs to consider the lease of Station 11 which
the County has with Tequesta, since Tequesta needs to
make a decision regarding housing its fire equipment.
Otherwise, the Village garage will need to be remodeled
for a place to keep the fire trucks. However, in the
long run, Station 11 will eventually be obsolete, since
it can only hold two trucks.
Chairman Capretta felt the initial approach to be taken
regarding Station 11 should be, first of all, a
negotiating stance with Chief Brice and Commissioner
Karen Marcus. If negotiations are unsuccessful, then
give notice to vacate in one year. If there is a refusal
to vacate, then arbitration.
Public Safety Committee
Meeting Minutes
April 14, 1993
Page 7
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C) Village Manager Bradford gave the Committee a detailed
update via a pert chart regarding the implementation of
the Tequesta Fire Department.
VII. ADJOURNMENT
There being no further business before the Committee, the
meeting was adjourned at 11:00 A.M.
Respectfully submitted,
Fran Bitters
Recording Secretary
ATTEST:
oann Na ani llo
Village Clerk
DATE APPROVED: