10-04-1999Agenda/Pension
10-4-99
oiler
ACTION AGENDA
Board of Trustees of the Employees' Pension Fund
October 4, 1999 - 9:00 A.M.
1. Call to Order - 9:02 a.m.
2. Approval of Minutes: 9/13/99 -Approved as submitted.
3. Request for acceptance into membership: Dina Katsougrakis, Gwen Hollander, Theron
Winston, Markus DeBose, Whitney Frank, Jon Lopez, Robert Keane, Michael Jones,
Michael Hutto, Jevon Graham, Joseph Conners, Willie Hoston, Sr., Matthew Johnson,
Robert T. Smith, Michele Smith, Brian Langille, Kirkwood Hepburn, David Yawn, Robin
Reed, Edward Tumber, Robert Hanson, Kirk Smith, Steve Berenguer, John H. Martin,
Willie Jones, Abraham Philipson, & William Moran - Approved.
4. Regular Pensions to be granted: Dennis Acker, Leon D. Davis & Carole Ciokiewicz -
Approved.
5. Pensions to be vested: Cindi R. Juster & Sharon Walton - Approved.
6. Other Business - see minutes
7. Adjourn - 9:06 a.m.
3
Meeting Date: 1? • Lf
Approved by Trustees
CITY OF CLEARWATER
EMPLOYEES' PENSION PLAN/
PENSION ADVISORY COMMITTEE
TO: Pension Trustees
FROM: Pension Advisory Committee
SUBJECT: Recommendation for Acceptance into Pension Plan
DATE: September 9, 1999
As Trustees of the City of Clearwater Employees' Pension Fund, you are hereby notified that the
employee(s) listed below have been duly examined by a local physician and each has been designated
as a "first class risk". The employment of these individuals brings the number of FTE's as of this
date to 1651.9 out of 1750.0 budgeted positions (including the City Commission).
These employees are eligible for pension membership as noted in the Pension Eligibility Date column
below, and it is the recommendation of the Pension Advisory Committee that they be accepted into
membership.
Pension Elig.
Name, Job. Class, & Dept./Div. Hire Date Date
Dina Katsougrakis, Staff Assistant III/Public Works 8/2/99 8/2/99
Gwen Hollander, Legal Staff Assistant/Legal 8/2/99 8/2/99
Theron Winston, Maintenance Worker I/Solid Waste 8/2/99 8/2/99
Markus DeBose, Maintenance Worker I/Parks & Recreation 8//2/99 8/2/99
Frank Whitney, Firefighter/Fire 7/19/99 7/19/99
Jon Lopez, Firefighter/Fire 7/19/99 7/19/99
Robert Keane, Firefighter/Fire 7/19/99 7/19/99
Michael Jones, Firefighter/Fire 7/19/99 7/19/99
Michael Hutto, Firefighter/Fire 7/19/99 7/19/99
Jevon Graham, Firefighter/Fire 7/19/99 7/19/99
Joseph Conners, Firefighter/Fire 7/191199 7/19/99
Willie Hoston, Sr., Maintenance Worker 1/Parks & Recreation 3/29/99 3/29/99
Matthew Johnson, Maintenance Worker I/Parks & Recreation 6/21 /99 6/21 /99
Robert Smith, Custodial Worker/Police 3/29/99 3/29/99
Michele Smith, Staff Assistant I/Public Works 5/10/99 5/10/99
Brian Langille, Gas Program Specialist/Gas 5/10/99 5/10/99
Kirkwood Hepburn, Maintenance Worker II/Solid Waste 7/3/99 7/3/99
David Yawn, Firefighter/Fire 7/19/99 7/19/99
Robin Reed, Police Aide/Police 5/24/99 5/24/99
Edward Tumber, Library Assistant/Library 5/27/99 5/27/99
Robert Hanson, Administrative Analyst/Fire 8/9/99 8/9/99
Kirk A. Smith, Maintenance Worker I/Parks & Recreation 8/16/99 8/16/99
Steve Berenguer, WWTP Operator Trainee/Public Works 8/16/99 8/16/99
John H. Martin, Solid Waste Equipment Operator/Solid Waste 5/24/99 5/24/99
Willie Jones, Maintenance Worker II/Parks & Recreation 7/3/99 7/3/99
Abraham Philipson, Survey Assistant 1/Public Works 8/16/99 8/16/99
William Moran, Maintenance Worker I/Parks & Recreation 8/30/99 99
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Pension Advisory Qpftmittee Chair
M
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Trustees of the
Final Agenda Item It
L4
Employees' Pension Plan
Agenda. Cover Memorandum
SUBJECT/RECOMMENDATION:
Meeting Date:
10/4/99
Dennis Acker, Police Department; Leon D. Davis, Solid Waste Department; and Carole Ciokiewicz, Police
Department, be granted regular pensions under Section(s) 2.393 and 2.397 of the Employees' Pension Plan as
approved by the Pension Advisory Committee.
11 and that the appropriate officials be authorized to execute same.
SUMMARY:
Dennis Acker, Police Officer, Police Department, was employed by the City on
April 17, 1972, and his pension service credit is effective on that date. His pension will be effective November 1,
1999.
Based on an average salary of approximately $45,628 per year over the past five years, the formula for computing
regular pensions, and Mr. Acker's selection of the 100% Joint & Survivor Annuity, this pension will approximate
$33,521 annually.
Leon Davis, Solid Waste Worker, Solid Waste Department, was employed by the City on
September 15, 1975, and his pension service credit is effective on March 16, 1976. His pension will be effective
December 1, 1999.
Based on an average salary of approximately $26,625 per year over the past five years, the formula for computing
regular pensions, and Mr. Davis' selection of the 50% Joint & Survivor Annuity, this pension will approximate
$18,058 annually.
Carole Ciokiewicz, Special Assistant to City Manager (Grants), Police Department, was employed by the City on
November 12, 1969, and her pension service credit is effective on May 12, 1970. Her pension will be effective
June 1, 2000.
Based on an average salary of approximately $59,994 per year over the past five years, the formula for computing
regular pensions, and Ms. Ciokiewicz' selection of the Life Annuity, this pension will approximate $55,674
annually.
These pensions were approved by the Pension Advisory Committee on September 9, 1999. Section 2.393 (p)
provides for normal retirement eligibility when a participant has completed twenty years of credited service in a
type of employment described as "hazardous duty" and further specifically defines service as a Police Officer as
meeting the hazardous duty criteria. Mr. Acker qualifies under the hazardous duty criteria. Section 2,393 (p) also
provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of
credited service or has completed 30 years of credited service. Mr. Davis qualifies under the age 55 and 20 years
of service criteria. Ms. Ciokiewicz qualifies under the 30 years of service criteria.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Human Resources Total
Budget NA Public Works NA User Dept.
Q Funding Source:
Purchasing NA DCM/ACM ! c'p";al'"'n'ovelneW Current Fiscal Year
Risk Mgmt NA Other NA Attachments Operating
Other
Appropriation Code:
Submitted by: D None
City Manager
Printed an reeveled naner Rev. 2/98
Trustees of the Final Agenda Item #
Employees' Pension Plan 10/4/99
Meeting Date:
Agenda Cover Memorandum
SUBJECT/RECOMMENDATION:
Cindi R. )uster, Fire Department, and Sharon Walton, Finance Department, be allowed to vest their pensions under
Section(s) 2.397 and 2.398 of the Employees' Pension Plan as approved by the Pension Advisory Committee.
E and that the appropriate officials be authorized to execute same.
SUMMARY:
Cindi R. Duster, Administrative Analyst, Fire Department, was employed. by the City on
March 21, 1988, and her pension service credit is effective on that date.
Sharon Walton, Risk Management Specialist, Finance Department, was employed by the City on
September 14, 1981, and her pension service credit is effective on that date.
The Employees' Pension Plan provides that should an employee cease to be an employee of the City of Clearwater
after completing ten or more years of creditable service (pension participation), then such employee shall acquire a
vested interest in the retirement benefits. Vested pension payments commence on the first of the month following
the month in which the employee normally would have been eligible for retirement.
Section 2.393 (p) provides for normal retirement eligibility when a participant has reached age 55 and completed
twenty years of credited service or has completed 30 years of credited service.
Ms. Duster would have completed at least twenty years of service and reached age 55 on March 21, 2008. Her
pension will be effective on April 1, 2008. Ms. Walton would have completed at least twenty years of service and
reached age 55 on April 27, 2011. Her pension will be effective May 1, 2011. These requests were approved by
the Pension Advisory Committee on September 9, 1999.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Human Resources Total
Budget NA Public Works NA User D pt. Funding Source:
Purchasing NA DCM/ACM ? Caplial Improvement Current Fiscal Year
Risk Mgmt NA Other NA Attachments Operating
Other
Appropriation Code:
Submitted by: O None
City Manager
Printed on recycled Paper Rev. 2/98