1 | A bill to be entitled |
2 | An act relating to public employees; amending s. |
3 | 112.18, F.S.; revising conditions under which certain |
4 | firefighters, law enforcement officers, correctional |
5 | officers, or correctional probations officers who |
6 | suffer or have died from any of specified medical |
7 | conditions are presumed to have been injured or killed |
8 | accidentally and in the line of duty; revising the |
9 | conditions under which the presumption with respect to |
10 | disability due to any of specified diseases is against |
11 | occurrence in the line of duty for purposes of |
12 | workers' compensation claims; changing an evidentiary |
13 | standard; amending s. 175.061, F.S.; providing duties |
14 | of the board of trustees relating to the reporting of |
15 | expenses and the operation under an administrative |
16 | expense budget; amending s. 175.071, F.S.; revising |
17 | requirements of the board relating to the employment |
18 | of legal counsel, actuaries, and other advisers; |
19 | amending s. 175.101, F.S.; providing for the |
20 | discontinuation of excise taxes under certain |
21 | conditions; amending s. 175.231, F.S.; providing |
22 | medical conditions or behaviors that are appropriate |
23 | for consideration in denying or overcoming the |
24 | presumption of accidental disabilities or death |
25 | suffered in the line of duty for firefighters; |
26 | changing an evidentiary standard; amending s. 175.351, |
27 | F.S.; revising provisions relating to benefits paid |
28 | from the premium tax by a municipality or special fire |
29 | control district that has its own pension plan; |
30 | providing definitions; providing a process for |
31 | determining the allocation of the premium tax revenues |
32 | to a supplemental plan; amending s. 175.361, F.S.; |
33 | providing certain powers and responsibilities to |
34 | municipalities and special fire control districts |
35 | relating to termination of plans and distribution of |
36 | funds; amending s. 185.02, F.S.; revising the |
37 | definition of the term "compensation" or "salary" for |
38 | purposes of police officers' pensions; amending s. |
39 | 185.05, F.S.; authorizing a municipality to change the |
40 | municipal representation of the board of trustees |
41 | pursuant to certain requirements; providing duties of |
42 | the board of trustees relating to the reporting of |
43 | expenses and the operation under an administrative |
44 | expense budget; amending s. 185.06, F.S.; revising |
45 | requirements of the board relating to the employment |
46 | of legal counsel, actuaries, and other advisers; |
47 | amending s. 185.08, F.S.; providing for the |
48 | discontinuation of excise taxes under certain |
49 | conditions; amending s. 185.34, F.S.; providing |
50 | medical conditions or behaviors that are appropriate |
51 | for consideration in denying or overcoming the |
52 | presumption of accidental disabilities or death |
53 | suffered in the line of duty for police officers; |
54 | changing an evidentiary standard; amending s. 185.35, |
55 | F.S.; revising provisions relating to benefits paid by |
56 | a municipality that has its own pension plan; |
57 | providing definitions; providing a process for |
58 | determining the allocation of the premium tax revenues |
59 | to a supplemental plan; amending s. 185.37, F.S.; |
60 | providing certain powers and responsibilities to |
61 | municipalities relating to termination of plans and |
62 | distribution of funds; providing a declaration of |
63 | important state interest; providing an effective date. |
64 |
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65 | Be It Enacted by the Legislature of the State of Florida: |
66 |
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67 | Section 1. Section 112.18, Florida Statutes, is amended to |
68 | read: |
69 | 112.18 Firefighters and law enforcement or correctional |
70 | officers; special provisions relative to disability.- |
71 | (1)(a) Any condition or impairment of health of any |
72 | Florida state, municipal, county, port authority, special tax |
73 | district, or fire control district firefighter or any law |
74 | enforcement officer, correctional officer, or correctional |
75 | probation officer as defined in s. 943.10(1), (2), or (3), who |
76 | has been employed by the current employer for at least 5 years |
77 | and who is less than 37 years of age, caused by tuberculosis, |
78 | heart disease, or hypertension resulting in total or partial |
79 | disability or death shall be presumed to have been accidental |
80 | and to have been suffered in the line of duty unless the |
81 | contrary be shown by a preponderance of the competent evidence. |
82 | However, any such firefighter, correctional officer, |
83 | correctional probation officer, or law enforcement officer must |
84 | have successfully passed a physical examination upon entering |
85 | into any such service as a firefighter, correctional officer, |
86 | correctional probation officer, or law enforcement officer, |
87 | which examination failed to reveal any evidence of any such |
88 | condition. Risk factors and epidemiological data relating to |
89 | nonwork-related conditions unique to an individual, such as |
90 | blood cholesterol, body mass index, history of tobacco and |
91 | alcohol use, and other medical conditions or behaviors that are |
92 | associated with the disease or condition subject to the |
93 | presumption, are appropriate for consideration in denying or |
94 | overcoming the presumption. Such presumption does not apply to |
95 | benefits payable under or granted in a policy of life insurance |
96 | or disability insurance, unless the insurer and insured have |
97 | negotiated for such additional benefits to be included in the |
98 | policy contract. |
99 | (b)1. For any workers' compensation claim filed under this |
100 | section and chapter 440 occurring on or after July 1, 2010, a |
101 | firefighter, law enforcement officer, correctional officer, or |
102 | correctional probation officer as defined in s. 943.10(1), (2), |
103 | or (3) suffering from tuberculosis, heart disease, or |
104 | hypertension is presumed not to have incurred such disease in |
105 | the line of duty as provided in this section if the firefighter, |
106 | law enforcement officer, correctional officer, or correctional |
107 | probation officer: |
108 | a. Departed in a material fashion from the prescribed |
109 | course of treatment of his or her personal physician and the |
110 | departure is demonstrated to have resulted in a significant |
111 | aggravation of the tuberculosis, heart disease, or hypertension |
112 | resulting in disability or increasing the disability or need for |
113 | medical treatment; or |
114 | b. Was previously compensated pursuant to this section and |
115 | chapter 440 for tuberculosis, heart disease, or hypertension and |
116 | thereafter sustains and reports a new compensable workers' |
117 | compensation claim under this section and chapter 440, and the |
118 | firefighter, law enforcement officer, correctional officer, or |
119 | correctional probation officer has departed in a material |
120 | fashion from the prescribed course of treatment of an authorized |
121 | physician for the preexisting workers' compensation claim and |
122 | the departure is demonstrated to have resulted in a significant |
123 | aggravation of the tuberculosis, heart disease, or hypertension |
124 | resulting in disability or increasing the disability or need for |
125 | medical treatment. |
126 | 2. As used in this paragraph, "prescribed course of |
127 | treatment" means prescribed medical courses of action and |
128 | prescribed medicines for the specific disease or diseases |
129 | claimed and as documented in the prescribing physician's medical |
130 | records. |
131 | 3. If there is a dispute as to the appropriateness of the |
132 | course of treatment prescribed by a physician under sub- |
133 | subparagraph 1.a. or sub-subparagraph 1.b. or whether a |
134 | departure in a material fashion from the prescribed course of |
135 | treatment is demonstrated to have resulted in a significant |
136 | aggravation of the tuberculosis, heart disease, or hypertension |
137 | resulting in disability or increasing the disability or need for |
138 | medical treatment, the firefighter, law enforcement officer, |
139 | correctional officer, or correctional probation officer is |
140 | entitled to seek an independent medical examination pursuant to |
141 | s. 440.13(5). |
142 | 4. A firefighter, law enforcement officer, correctional |
143 | officer, or correctional probation officer is not entitled to |
144 | the presumption provided in this section unless a claim for |
145 | benefits is made prior to or within 180 days after leaving the |
146 | employment of the employing agency. |
147 | (2) This section authorizes each governmental entity |
148 | specified in subsection (1) to negotiate policy contracts for |
149 | life and disability insurance to include accidental death |
150 | benefits or double indemnity coverage which shall include the |
151 | presumption that any condition or impairment of health of any |
152 | firefighter, law enforcement officer, or correctional officer |
153 | caused by tuberculosis, heart disease, or hypertension resulting |
154 | in total or partial disability or death was accidental and |
155 | suffered in the line of duty, unless the contrary be shown by a |
156 | preponderance of the competent evidence. |
157 | Section 2. Subsection (8) is added to section 175.061, |
158 | Florida Statutes, to read: |
159 | 175.061 Board of trustees; members; terms of office; |
160 | meetings; legal entity; costs; attorney's fees.-For any |
161 | municipality, special fire control district, chapter plan, local |
162 | law municipality, local law special fire control district, or |
163 | local law plan under this chapter: |
164 | (8) The board of trustees shall: |
165 | (a) Provide a detailed accounting report of its expenses |
166 | for each fiscal year to the plan sponsor and the Department of |
167 | Management Services and make the report available to every |
168 | member of the plan. The report must include, but need not be |
169 | limited to, all administrative expenses that, for purposes of |
170 | this subsection, are expenses relating to any legal counsel, |
171 | actuary, plan administrator, and all other consultants, and all |
172 | travel and other expenses paid to or on behalf of the members of |
173 | the board of trustees or anyone else on behalf of the plan. |
174 | (b) Operate under an administrative expense budget for |
175 | each fiscal year, provide a copy of the budget to the plan |
176 | sponsor, and make available a copy of the budget to plan members |
177 | before the beginning of the fiscal year. The administrative |
178 | expense budget must regulate the administrative expenses of the |
179 | board of trustees. If the board of trustees amends the |
180 | administrative expense budget, the board must provide a copy of |
181 | the amended budget to the plan sponsor and make available a copy |
182 | of the amended budget to plan members before the amendment takes |
183 | effect. |
184 | Section 3. Subsection (7) of section 175.071, Florida |
185 | Statutes, is amended to read: |
186 | 175.071 General powers and duties of board of trustees.- |
187 | For any municipality, special fire control district, chapter |
188 | plan, local law municipality, local law special fire control |
189 | district, or local law plan under this chapter: |
190 | (7) To assist the board in meeting its responsibilities |
191 | under this chapter, the board, if it so elects, and subject to |
192 | s. 175.061(8), may: |
193 | (a) Employ independent legal counsel at the pension fund's |
194 | expense. |
195 | (b) Employ an independent actuary, as defined in s. |
196 | 175.032(7), at the pension fund's expense. |
197 | (c) Employ such independent professional, technical, or |
198 | other advisers as it deems necessary at the pension fund's |
199 | expense. |
200 |
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201 | If the board chooses to use the municipality's or special |
202 | district's legal counsel or actuary, or chooses to use any of |
203 | the municipality's or special district's other professional, |
204 | technical, or other advisers, it must do so only under terms and |
205 | conditions acceptable to the board. |
206 | Section 4. Subsection (4) is added to section 175.101, |
207 | Florida Statutes, to read: |
208 | 175.101 State excise tax on property insurance premiums |
209 | authorized; procedure.-For any municipality, special fire |
210 | control district, chapter plan, local law municipality, local |
211 | law special fire control district, or local law plan under this |
212 | chapter: |
213 | (4) If a municipality or special fire control district |
214 | revokes its participation under this chapter in accordance with |
215 | s. 175.411, the excise tax authorized by this section shall not |
216 | continue to be imposed on property insurance policies covering |
217 | property situated within the municipality or special fire |
218 | control district. |
219 |
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220 | This section also applies to any municipality consisting of a |
221 | single consolidated government which is made up of a former |
222 | county and one or more municipalities, consolidated pursuant to |
223 | the authority in s. 3 or s. 6(e), Art. VIII of the State |
224 | Constitution, and to property insurance policies covering |
225 | property within the boundaries of the consolidated government, |
226 | regardless of whether the properties are located within one or |
227 | more separately incorporated areas within the consolidated |
228 | government, provided the properties are being provided fire |
229 | protection services by the consolidated government. This section |
230 | also applies to any municipality, as provided in s. |
231 | 175.041(3)(c), which has entered into an interlocal agreement to |
232 | receive fire protection services from another municipality |
233 | participating under this chapter. The excise tax may be levied |
234 | on all premiums collected on property insurance policies |
235 | covering property located within the corporate limits of the |
236 | municipality receiving the fire protection services, but will be |
237 | available for distribution to the municipality providing the |
238 | fire protection services. |
239 | Section 5. Section 175.231, Florida Statutes, is amended |
240 | to read: |
241 | 175.231 Diseases of firefighters suffered in line of duty; |
242 | presumption.-For any municipality, special fire control |
243 | district, chapter plan, local law municipality, local law |
244 | special fire control district, or local law plan under this |
245 | chapter, any condition or impairment of health of a firefighter, |
246 | who has been employed by the current employer for at least 5 |
247 | years and who is less than 37 years of age, caused by |
248 | tuberculosis, hypertension, or heart disease resulting in total |
249 | or partial disability or death shall be presumed to have been |
250 | accidental and suffered in the line of duty unless the contrary |
251 | is shown by a preponderance of the competent evidence, provided |
252 | that such firefighter shall have successfully passed a physical |
253 | examination before entering into such service, which examination |
254 | failed to reveal any evidence of such condition. Risk factors |
255 | and epidemiological data relating to nonwork-related conditions |
256 | unique to an individual, such as blood cholesterol, body mass |
257 | index, history of tobacco and alcohol use, and other medical |
258 | conditions or behaviors that are associated with the disease or |
259 | condition subject to the presumption, are appropriate for |
260 | consideration in denying or overcoming the presumption. This |
261 | section shall be applicable to all firefighters only with |
262 | reference to pension and retirement benefits under this chapter. |
263 | Section 6. Section 175.351, Florida Statutes, is amended |
264 | to read: |
265 | 175.351 Municipalities and special fire control districts |
266 | having their own pension plans for firefighters.-For any |
267 | municipality, special fire control district, local law |
268 | municipality, local law special fire control district, or local |
269 | law plan under this chapter, in order for municipalities and |
270 | special fire control districts with their own pension plans for |
271 | firefighters, or for firefighters and police officers if |
272 | included, to participate in the distribution of the tax fund |
273 | established pursuant to s. 175.101, local law plans must meet |
274 | the minimum benefits and minimum standards set forth in this |
275 | chapter. |
276 | (1) Notwithstanding any other provision, retirement |
277 | benefits provided pursuant to this chapter and the use of the |
278 | income from the premium tax in s. 175.101 must be determined and |
279 | implemented in accordance with the collective bargaining |
280 | process, and where collective bargaining is not applicable, in |
281 | accordance with the pension plan, except as provided in |
282 | subsection (2). If the term of a collective bargaining agreement |
283 | ends without a new collective bargaining agreement in effect, |
284 | the retirement benefits of a plan operating pursuant to this |
285 | chapter shall revert to the minimum benefit provisions of this |
286 | chapter for the period of time from the end of the collective |
287 | bargaining agreement until the effective date of the subsequent |
288 | collective bargaining agreement, and the income from the premium |
289 | tax may be used for any retirement benefit provided pursuant to |
290 | this chapter as determined unilaterally by the municipality or |
291 | special fire control district. If a municipality has a pension |
292 | plan for firefighters, or a pension plan for firefighters and |
293 | police officers if included, which in the opinion of the |
294 | division meets the minimum benefits and minimum standards set |
295 | forth in this chapter, the board of trustees of the pension |
296 | plan, as approved by a majority of firefighters of the |
297 | municipality, may: |
298 | (a) Place the income from the premium tax in s. 175.101 in |
299 | such pension plan for the sole and exclusive use of its |
300 | firefighters, or for firefighters and police officers if |
301 | included, where it shall become an integral part of that pension |
302 | plan and shall be used to pay extra benefits to the firefighters |
303 | included in that pension plan; or |
304 | (b) Place the income from the premium tax in s. 175.101 in |
305 | a separate supplemental plan to pay extra benefits to |
306 | firefighters, or to firefighters and police officers if |
307 | included, participating in such separate supplemental plan. |
308 | (2) The premium tax provided by this chapter shall in all |
309 | cases be used in its entirety to provide extra benefits to |
310 | firefighters, or to firefighters and police officers if |
311 | included. For However, local law plans in effect on October 1, |
312 | 1998, that do not must comply with the minimum benefit |
313 | provisions of this chapter, as only to the extent that |
314 | additional premium tax revenues become available, such revenues |
315 | shall be used to incrementally fund the cost of such compliance |
316 | as provided in s. 175.162(2)(a). If a plan is in compliance with |
317 | such minimum benefit provisions, as subsequent additional |
318 | premium tax revenues become available, they must be used to |
319 | provide extra benefits. Local law plans created by special act |
320 | before May 27, 1939, are deemed to comply with this chapter. For |
321 | the purpose of this chapter, the term: |
322 | (a) "additional premium tax revenues" means revenues |
323 | received by a municipality or special fire control district |
324 | pursuant to s. 175.121 which exceed that amount received for |
325 | calendar year 1997. Once a plan is in compliance with the |
326 | minimum benefit provisions of this chapter, the provisions of |
327 | subsection (1) apply. |
328 | (b) "Extra benefits" means benefits in addition to or |
329 | greater than those provided to general employees of the |
330 | municipality and in addition to those in existence for |
331 | firefighters on March 12, 1999. |
332 | (3) A retirement plan or amendment to a retirement plan |
333 | may not be proposed for adoption unless the proposed plan or |
334 | amendment contains an actuarial estimate of the costs involved. |
335 | The Such proposed plan or proposed plan change may not be |
336 | adopted without the approval of the municipality, special fire |
337 | control district, or, if required where permitted, the |
338 | Legislature. Copies of the proposed plan or proposed plan change |
339 | and the actuarial impact statement of the proposed plan or |
340 | proposed plan change shall be furnished to the division before |
341 | the last public hearing thereon. Such statement must also |
342 | indicate whether the proposed plan or proposed plan change is in |
343 | compliance with s. 14, Art. X of the State Constitution and |
344 | those provisions of part VII of chapter 112 which are not |
345 | expressly provided in this chapter. Notwithstanding any other |
346 | provision, only those local law plans created by special act of |
347 | legislation before May 27, 1939, are deemed to meet the minimum |
348 | benefits and minimum standards only in this chapter. |
349 | (4) Notwithstanding any other provision, with respect to |
350 | any supplemental plan municipality: |
351 | (a) A local law plan and a supplemental plan may continue |
352 | to use their definition of compensation or salary in existence |
353 | on March 12, 1999. |
354 | (b) Section 175.061(1)(b) does not apply, and a local law |
355 | plan and a supplemental plan shall continue to be administered |
356 | by a board or boards of trustees numbered, constituted, and |
357 | selected as the board or boards were numbered, constituted, and |
358 | selected on December 1, 2000. |
359 | (c) The election set forth in paragraph (1)(b) is deemed |
360 | to have been made. |
361 | (d) The annual amount of premium tax revenues allocated to |
362 | the supplemental plan shall be determined through collective |
363 | bargaining, where applicable, and in accordance with the pension |
364 | plan where collective bargaining does not apply. If the term of |
365 | a collective bargaining agreement ends without a new collective |
366 | bargaining agreement in effect, the amount of premium tax |
367 | revenues allocated to the supplemental plan shall be determined |
368 | unilaterally by the municipality or special fire control |
369 | district for the period of time from the end of the collective |
370 | bargaining agreement until the effective date of the subsequent |
371 | collective bargaining agreement. |
372 | (5) The retirement plan setting forth the benefits and the |
373 | trust agreement, if any, covering the duties and |
374 | responsibilities of the trustees and the regulations of the |
375 | investment of funds must be in writing, and copies made |
376 | available to the participants and to the general public. |
377 | (6) A municipality or special fire control district may |
378 | unilaterally establish one or more new plans, or benefit levels |
379 | within a plan, which provide different benefit levels for plan |
380 | members based on the member's date of hire if the new plan or |
381 | benefit level provides pension benefits that, in the aggregate, |
382 | meet or exceed the minimum benefits set forth in this chapter, |
383 | as determined by the plan's or employer's actuary. A |
384 | municipality or special fire control district may unilaterally |
385 | elect to maintain an existing plan and join the Florida |
386 | Retirement System or establish a defined contribution retirement |
387 | plan for employees hired after a specified date. A municipality |
388 | or special fire control district choosing to operate under this |
389 | subsection shall use the premium tax provided under this chapter |
390 | for the current plan or benefit level, for any additional plan |
391 | or benefit level, for contributions to the Florida Retirement |
392 | System, or for contributions to a defined contribution |
393 | retirement plan. |
394 | Section 7. Section 175.361, Florida Statutes, is amended |
395 | to read: |
396 | 175.361 Termination of plan and distribution of fund.-For |
397 | any municipality, special fire control district, chapter plan, |
398 | local law municipality, local law special fire control district, |
399 | or local law plan under this chapter, the plan may be terminated |
400 | by the municipality or special fire control district. Upon |
401 | termination of the plan by the municipality or special fire |
402 | control district for any reason or because of a transfer, |
403 | merger, or consolidation of governmental units, services, or |
404 | functions as provided in chapter 121, or upon written notice by |
405 | the municipality or special fire control district to the board |
406 | of trustees that contributions under the plan are being |
407 | permanently discontinued, the rights of all employees to |
408 | benefits accrued to the date of such termination and the amounts |
409 | credited to the employees' accounts are nonforfeitable. The fund |
410 | shall be distributed in accordance with the following |
411 | procedures: |
412 | (1) The board of trustees, subject to prior written |
413 | approval of the municipality or special fire control district, |
414 | shall determine the date of distribution and the asset value |
415 | required to fund all the nonforfeitable benefits after taking |
416 | into account the expenses of such distribution. The board shall |
417 | inform the municipality or special fire control district if |
418 | additional assets are required, in which event the municipality |
419 | or special fire control district shall continue to financially |
420 | support the plan until all nonforfeitable benefits have been |
421 | funded. |
422 | (2) The board of trustees, subject to prior written |
423 | approval of the municipality or special fire control district, |
424 | shall determine the method of distribution of the asset value, |
425 | whether distribution shall be by payment in cash, by the |
426 | maintenance of another or substituted trust fund, by the |
427 | purchase of insured annuities, or otherwise, for each |
428 | firefighter entitled to benefits under the plan as specified in |
429 | subsection (3). |
430 | (3) The board of trustees, subject to prior written |
431 | approval of the municipality or special fire control district, |
432 | shall distribute the asset value as of the date of termination |
433 | in the manner set forth in this subsection, on the basis that |
434 | the amount required to provide any given retirement income is |
435 | the actuarially computed single-sum value of such retirement |
436 | income, except that if the method of distribution determined |
437 | under subsection (2) involves the purchase of an insured |
438 | annuity, the amount required to provide the given retirement |
439 | income is the single premium payable for such annuity. The |
440 | actuarial single-sum value may not be less than the employee's |
441 | accumulated contributions to the plan, with interest if provided |
442 | by the plan, less the value of any plan benefits previously paid |
443 | to the employee. |
444 | (4) If there is asset value remaining after the full |
445 | distribution specified in subsection (3), and after the payment |
446 | of any expenses incurred with such distribution, such excess |
447 | shall be returned to the municipality or special fire control |
448 | district, less return to the state of the state's contributions, |
449 | provided that, if the excess is less than the total |
450 | contributions made by the municipality or special fire control |
451 | district and the state to date of termination of the plan, such |
452 | excess shall be divided proportionately to the total |
453 | contributions made by the municipality or special fire control |
454 | district and the state. |
455 | (5) The board of trustees, subject to prior written |
456 | approval of the municipality or special fire control district, |
457 | shall distribute, in accordance with subsection (2), the amounts |
458 | determined under subsection (3). |
459 |
|
460 | If, after 24 months after the date the plan terminated or the |
461 | date the board received written notice that the contributions |
462 | thereunder were being permanently discontinued, the municipality |
463 | or special fire control district or the board of trustees of the |
464 | firefighters' pension trust fund affected has not complied with |
465 | all the provisions in this section, the Department of Management |
466 | Services shall effect the termination of the fund in accordance |
467 | with this section and in the manner having the least fiscal |
468 | impact on the municipality or special fire control district. |
469 | Section 8. Subsection (4) of section 185.02, Florida |
470 | Statutes, is amended to read: |
471 | 185.02 Definitions.-For any municipality, chapter plan, |
472 | local law municipality, or local law plan under this chapter, |
473 | the following words and phrases as used in this chapter shall |
474 | have the following meanings, unless a different meaning is |
475 | plainly required by the context: |
476 | (4) "Compensation" or "salary" means, for noncollectively |
477 | bargained service earned before July 1, 2011, or for service |
478 | earned under collective bargaining agreements in place before |
479 | July 1, 2011, the total cash remuneration including "overtime" |
480 | paid by the primary employer to a police officer for services |
481 | rendered, but not including any payments for extra duty or |
482 | special detail work performed on behalf of a second party |
483 | employer. A local law plan may limit the amount of overtime |
484 | payments which can be used for retirement benefit calculation |
485 | purposes; however, such overtime limit may not be less than 300 |
486 | hours per officer per calendar year. For noncollectively |
487 | bargained service earned on or after July 1, 2011, or for |
488 | service earned under collective bargaining agreements entered |
489 | into on or after July 1, 2011, the term has the same meaning |
490 | except that when calculating retirement benefits, up to 300 |
491 | hours per year in overtime compensation may be included as |
492 | specified in the plan or collective bargaining agreement, but |
493 | payments for accrued unused sick or annual leave may not be |
494 | included. |
495 | (a) Any retirement trust fund or plan that meets the |
496 | requirements of this chapter does not, solely by virtue of this |
497 | subsection, reduce or diminish the monthly retirement income |
498 | otherwise payable to each police officer covered by the |
499 | retirement trust fund or plan. |
500 | (b) The member's compensation or salary contributed as |
501 | employee-elective salary reductions or deferrals to any salary |
502 | reduction, deferred compensation, or tax-sheltered annuity |
503 | program authorized under the Internal Revenue Code shall be |
504 | deemed to be the compensation or salary the member would receive |
505 | if he or she were not participating in such program and shall be |
506 | treated as compensation for retirement purposes under this |
507 | chapter. |
508 | (c) For any person who first becomes a member in any plan |
509 | year beginning on or after January 1, 1996, compensation for |
510 | that plan year may not include any amounts in excess of the |
511 | Internal Revenue Code s. 401(a)(17) limitation, as amended by |
512 | the Omnibus Budget Reconciliation Act of 1993, which limitation |
513 | of $150,000 shall be adjusted as required by federal law for |
514 | qualified government plans and shall be further adjusted for |
515 | changes in the cost of living in the manner provided by Internal |
516 | Revenue Code s. 401(a)(17)(B). For any person who first became a |
517 | member before the first plan year beginning on or after January |
518 | 1, 1996, the limitation on compensation may not be less than the |
519 | maximum compensation amount that was allowed to be taken into |
520 | account under the plan as in effect on July 1, 1993, which |
521 | limitation shall be adjusted for changes in the cost of living |
522 | since 1989 in the manner provided by Internal Revenue Code s. |
523 | 401(a)(17)(1991). |
524 | Section 9. Subsection (8) is added to section 185.05, |
525 | Florida Statutes, to read: |
526 | 185.05 Board of trustees; members; terms of office; |
527 | meetings; legal entity; costs; attorney's fees.-For any |
528 | municipality, chapter plan, local law municipality, or local law |
529 | plan under this chapter: |
530 | (8) The board of trustees shall: |
531 | (a) Provide a detailed accounting report of its expenses |
532 | for each fiscal year to the plan sponsor and the Department of |
533 | Management Services and make the report available to every |
534 | member of the plan. The report must include, but need not be |
535 | limited to, all administrative expenses that, for purposes of |
536 | this subsection, are expenses relating to any legal counsel, |
537 | actuary, plan administrator, and all other consultants, and all |
538 | travel and other expenses paid to or on behalf of the members of |
539 | the board of trustees or anyone else on behalf of the plan. |
540 | (b) Operate under an administrative expense budget for |
541 | each fiscal year, provide a copy of the budget to the plan |
542 | sponsor, and make available a copy of the budget to plan members |
543 | before the beginning of the fiscal year. The administrative |
544 | expense budget must regulate the administrative expenses of the |
545 | board of trustees. If the board of trustees amends the |
546 | administrative expense budget, the board must provide a copy of |
547 | the amended budget to the plan sponsor and make available a copy |
548 | of the amended budget to plan members before the amendment takes |
549 | effect. |
550 | Section 10. Subsection (6) of section 185.06, Florida |
551 | Statutes, is amended to read: |
552 | 185.06 General powers and duties of board of trustees.-For |
553 | any municipality, chapter plan, local law municipality, or local |
554 | law plan under this chapter: |
555 | (6) To assist the board in meeting its responsibilities |
556 | under this chapter, the board, if it so elects, and subject to |
557 | s. 185.05(8), may: |
558 | (a) Employ independent legal counsel at the pension fund's |
559 | expense. |
560 | (b) Employ an independent actuary, as defined in s. |
561 | 185.02(8), at the pension fund's expense. |
562 | (c) Employ such independent professional, technical, or |
563 | other advisers as it deems necessary at the pension fund's |
564 | expense. |
565 |
|
566 | If the board chooses to use the municipality's or special |
567 | district's legal counsel or actuary, or chooses to use any of |
568 | the municipality's other professional, technical, or other |
569 | advisers, it must do so only under terms and conditions |
570 | acceptable to the board. |
571 | Section 11. Subsection (4) is added to section 185.08, |
572 | Florida Statutes, to read: |
573 | 185.08 State excise tax on casualty insurance premiums |
574 | authorized; procedure.-For any municipality, chapter plan, local |
575 | law municipality, or local law plan under this chapter: |
576 | (4) If a municipality revokes its participation under this |
577 | chapter in accordance with s. 185.60, the excise tax authorized |
578 | by this section shall not continue to be imposed on casualty |
579 | insurance policies covering property situated within the |
580 | municipality. |
581 | Section 12. Section 185.34, Florida Statutes, is amended |
582 | to read: |
583 | 185.34 Disability in line of duty.-For any municipality, |
584 | chapter plan, local law municipality, or local law plan under |
585 | this chapter, any condition or impairment of health of any and |
586 | all police officer officers employed in the state, who has been |
587 | employed by the current employer for at least 5 years and who is |
588 | less than 37 years of age, caused by tuberculosis, hypertension, |
589 | heart disease, or hardening of the arteries, resulting in total |
590 | or partial disability or death, shall be presumed to be |
591 | accidental and suffered in line of duty unless the contrary be |
592 | shown by a preponderance of the competent evidence. Any |
593 | condition or impairment of health caused directly or proximately |
594 | by exposure, which exposure occurred in the active performance |
595 | of duty at some definite time or place without willful |
596 | negligence on the part of the police officer, resulting in total |
597 | or partial disability, shall be presumed to be accidental and |
598 | suffered in the line of duty, provided that such police officer |
599 | shall have successfully passed a physical examination upon |
600 | entering such service, which physical examination including |
601 | electrocardiogram failed to reveal any evidence of such |
602 | condition, and, further, that such presumption shall not apply |
603 | to benefits payable under or granted in a policy of life |
604 | insurance or disability insurance. Risk factors and |
605 | epidemiological data relating to nonwork-related conditions |
606 | unique to an individual, such as blood cholesterol, body mass |
607 | index, history of tobacco and alcohol use, and other medical |
608 | conditions or behaviors that are associated with the disease or |
609 | condition subject to the presumption, are appropriate for |
610 | consideration in denying or overcoming the presumption. This |
611 | section shall be applicable to all police officers only with |
612 | reference to pension and retirement benefits under this chapter. |
613 | Section 13. Section 185.35, Florida Statutes, is amended |
614 | to read: |
615 | 185.35 Municipalities having their own pension plans for |
616 | police officers.-For any municipality, chapter plan, local law |
617 | municipality, or local law plan under this chapter, in order for |
618 | municipalities with their own pension plans for police officers, |
619 | or for police officers and firefighters if included, to |
620 | participate in the distribution of the tax fund established |
621 | pursuant to s. 185.08, local law plans must meet the minimum |
622 | benefits and minimum standards set forth in this chapter.: |
623 | (1) Notwithstanding any other provision, retirement |
624 | benefits provided pursuant to this chapter and the use of the |
625 | income from the premium tax in s. 185.08 must be determined and |
626 | implemented in accordance with the collective bargaining |
627 | process, and where collective bargaining is not applicable, in |
628 | accordance with the pension plan, except as provided in |
629 | subsection (2). If the term of a collective bargaining agreement |
630 | ends without a new collective bargaining agreement in effect, |
631 | the retirement benefits of a plan operating pursuant to this |
632 | chapter shall revert to the minimum benefit provisions of this |
633 | chapter for the period of time from the end of the collective |
634 | bargaining agreement until the effective date of the subsequent |
635 | collective bargaining agreement, and the income from the premium |
636 | tax may be used for any retirement benefit provided pursuant to |
637 | this chapter as determined unilaterally by the municipality. If |
638 | a municipality has a pension plan for police officers, or for |
639 | police officers and firefighters if included, which, in the |
640 | opinion of the division, meets the minimum benefits and minimum |
641 | standards set forth in this chapter, the board of trustees of |
642 | the pension plan, as approved by a majority of police officers |
643 | of the municipality, may: |
644 | (a) Place the income from the premium tax in s. 185.08 in |
645 | such pension plan for the sole and exclusive use of its police |
646 | officers, or its police officers and firefighters if included, |
647 | where it shall become an integral part of that pension plan and |
648 | shall be used to pay extra benefits to the police officers |
649 | included in that pension plan; or |
650 | (b) May place the income from the premium tax in s. 185.08 |
651 | in a separate supplemental plan to pay extra benefits to the |
652 | police officers, or police officers and firefighters if |
653 | included, participating in such separate supplemental plan. |
654 | (2) The premium tax provided by this chapter shall in all |
655 | cases be used in its entirety to provide extra benefits to |
656 | police officers, or to police officers and firefighters if |
657 | included. For However, local law plans in effect on October 1, |
658 | 1998, that do not must comply with the minimum benefit |
659 | provisions of this chapter, as only to the extent that |
660 | additional premium tax revenues become available, such revenues |
661 | shall be used to incrementally fund the cost of such compliance |
662 | as provided in s. 185.16(2). If a plan is in compliance with |
663 | such minimum benefit provisions, as subsequent additional tax |
664 | revenues become available, they shall be used to provide extra |
665 | benefits. Local law plans created by special act before May 27, |
666 | 1939, shall be deemed to comply with this chapter. For the |
667 | purpose of this chapter, the term: |
668 | (a) "additional premium tax revenues" means revenues |
669 | received by a municipality pursuant to s. 185.10 which exceed |
670 | the amount received for calendar year 1997. Once a plan is in |
671 | compliance with the minimum benefit provisions of this chapter, |
672 | the provisions of subsection (1) apply. |
673 | (b) "Extra benefits" means benefits in addition to or |
674 | greater than those provided to general employees of the |
675 | municipality and in addition to those in existence for police |
676 | officers on March 12, 1999. |
677 | (3) A retirement plan or amendment to a retirement plan |
678 | may not be proposed for adoption unless the proposed plan or |
679 | amendment contains an actuarial estimate of the costs involved. |
680 | The Such proposed plan or proposed plan change may not be |
681 | adopted without the approval of the municipality or, if required |
682 | where permitted, the Legislature. Copies of the proposed plan or |
683 | proposed plan change and the actuarial impact statement of the |
684 | proposed plan or proposed plan change shall be furnished to the |
685 | division before the last public hearing thereon. Such statement |
686 | must also indicate whether the proposed plan or proposed plan |
687 | change is in compliance with s. 14, Art. X of the State |
688 | Constitution and those provisions of part VII of chapter 112 |
689 | which are not expressly provided in this chapter. |
690 | Notwithstanding any other provision, only those local law plans |
691 | created by special act of legislation before May 27, 1939, are |
692 | deemed to meet the minimum benefits and minimum standards only |
693 | in this chapter. |
694 | (4) Notwithstanding any other provision, with respect to |
695 | any supplemental plan municipality: |
696 | (a) Section 185.02(4)(a) does not apply, and A local law |
697 | plan and a supplemental plan may continue to use their |
698 | definition of compensation or salary in existence on March 12, |
699 | 1999. |
700 | (b) Section 185.05(1)(b) does not apply, and a local law |
701 | plan and a supplemental plan must continue to be administered by |
702 | a board or boards of trustees numbered, constituted, and |
703 | selected as the board or boards were numbered, constituted, and |
704 | selected on December 1, 2000. |
705 | (c) The election set forth in paragraph (1)(b) is deemed |
706 | to have been made. |
707 | (d) The annual amount of premium tax revenues allocated to |
708 | the supplemental plan shall be determined through collective |
709 | bargaining, where applicable, and in accordance with the pension |
710 | plan where collective bargaining does not apply. If the term of |
711 | a collective bargaining agreement ends without a new collective |
712 | bargaining agreement in effect, the amount of premium tax |
713 | revenues allocated to the supplemental plan shall be determined |
714 | unilaterally by the municipality for the period of time from the |
715 | end of the collective bargaining agreement until the effective |
716 | date of the subsequent collective bargaining agreement. |
717 | (5) The retirement plan setting forth the benefits and the |
718 | trust agreement, if any, covering the duties and |
719 | responsibilities of the trustees and the regulations of the |
720 | investment of funds must be in writing and copies made available |
721 | to the participants and to the general public. |
722 | (6) A municipality may unilaterally establish one or more |
723 | new plans, or benefit levels within a plan, which provide |
724 | different benefit levels for plan members based on the member's |
725 | date of hire if the new plan or benefit level provides pension |
726 | benefits that, in the aggregate, meet or exceed the minimum |
727 | benefits set forth in this chapter, as determined by the plan's |
728 | or employer's actuary. A municipality may unilaterally elect to |
729 | maintain an existing plan and join the Florida Retirement System |
730 | or establish a defined contribution retirement plan for |
731 | employees hired after a specified date. A municipality choosing |
732 | to operate under this subsection shall use the premium tax |
733 | provided under this chapter for the current plan or benefit |
734 | level, for any additional plan or benefit level, for |
735 | contributions to the Florida Retirement System, or for |
736 | contributions to a defined contribution retirement plan. |
737 | Section 14. Section 185.37, Florida Statutes, is amended |
738 | to read: |
739 | 185.37 Termination of plan and distribution of fund.-For |
740 | any municipality, chapter plan, local law municipality, or local |
741 | law plan under this chapter, the plan may be terminated by the |
742 | municipality. Upon termination of the plan by the municipality |
743 | for any reason, or because of a transfer, merger, or |
744 | consolidation of governmental units, services, or functions as |
745 | provided in chapter 121, or upon written notice to the board of |
746 | trustees by the municipality that contributions under the plan |
747 | are being permanently discontinued, the rights of all employees |
748 | to benefits accrued to the date of such termination or |
749 | discontinuance and the amounts credited to the employees' |
750 | accounts are nonforfeitable. The fund shall be distributed in |
751 | accordance with the following procedures: |
752 | (1) The board of trustees, subject to prior written |
753 | approval of the municipality, shall determine the date of |
754 | distribution and the asset value required to fund all the |
755 | nonforfeitable benefits, after taking into account the expenses |
756 | of such distribution. The board shall inform the municipality if |
757 | additional assets are required, in which event the municipality |
758 | shall continue to financially support the plan until all |
759 | nonforfeitable benefits have been funded. |
760 | (2) The board of trustees, subject to prior written |
761 | approval of the municipality, shall determine the method of |
762 | distribution of the asset value, whether distribution shall be |
763 | by payment in cash, by the maintenance of another or substituted |
764 | trust fund, by the purchase of insured annuities, or otherwise, |
765 | for each police officer entitled to benefits under the plan, as |
766 | specified in subsection (3). |
767 | (3) The board of trustees, subject to prior written |
768 | approval of the municipality, shall distribute the asset value |
769 | as of the date of termination in the manner set forth in this |
770 | subsection, on the basis that the amount required to provide any |
771 | given retirement income is the actuarially computed single-sum |
772 | value of such retirement income, except that if the method of |
773 | distribution determined under subsection (2) involves the |
774 | purchase of an insured annuity, the amount required to provide |
775 | the given retirement income is the single premium payable for |
776 | such annuity. The actuarial single-sum value may not be less |
777 | than the employee's accumulated contributions to the plan, with |
778 | interest if provided by the plan, less the value of any plan |
779 | benefits previously paid to the employee. |
780 | (4) If there is asset value remaining after the full |
781 | distribution specified in subsection (3), and after payment of |
782 | any expenses incurred with such distribution, such excess shall |
783 | be returned to the municipality, less return to the state of the |
784 | state's contributions, provided that, if the excess is less than |
785 | the total contributions made by the municipality and the state |
786 | to date of termination of the plan, such excess shall be divided |
787 | proportionately to the total contributions made by the |
788 | municipality and the state. |
789 | (5) The board of trustees, subject to prior written |
790 | approval of the municipality, shall distribute, in accordance |
791 | with the manner of distribution determined under subsection (2), |
792 | the amounts determined under subsection (3). |
793 |
|
794 | If, after 24 months after the date the plan terminated or the |
795 | date the board received written notice that the contributions |
796 | thereunder were being permanently discontinued, the municipality |
797 | or the board of trustees of the municipal police officers' |
798 | retirement trust fund affected has not complied with all the |
799 | provisions in this section, the Department of Management |
800 | Services shall effect the termination of the fund in accordance |
801 | with this section and in the manner having the least fiscal |
802 | impact on the municipality. |
803 | Section 15. The Legislature finds that a proper and |
804 | legitimate state purpose is served when employees and retirees |
805 | of the state and its political subdivisions, and the dependents, |
806 | survivors, and beneficiaries of such employees and retirees are |
807 | extended the basic protections afforded by governmental |
808 | retirement systems that provide fair and adequate benefits and |
809 | that are managed, administered, and funded in an actuarially |
810 | sound manner as required by s. 14, Art. X of the State |
811 | Constitution and part VII of chapter 112, Florida Statutes. |
812 | Therefore, the Legislature determines and declares that this act |
813 | fulfills an important state interest. |
814 | Section 16. This act shall take effect July 1, 2012. |