05-15-2000
Agenda/Pension
5-15-00
ACTION AGENDA
Board of Trustees of the Employees' Pension Fund
May 15, 2000
1. . Call to Order - 9:08 a.m.
2. Approval of Minutes: 4/3/00 - Approved as submitted.
3. Request for acceptance into membership: Sherrie Freemon, Jared Barden, Howard
Hanscom, Shawana Wollever, Martin Moran, Laura Wilson, Alex Battle, Jeffrey
Garber, Katherine Schaaf, Lauree Belcher, Andrea Beane, Daniel Luna, Karl Langefeld,
& Anthony Harris - Approved.
4. Regular Pension(s) to be granted: Jack Callahan, Robert Dickman, Iracema Drysdale,
David Little, James D. Pyatt, Sr., David A. Foster, & Sarah Hamm - Approved less
David A. Foster who will be resubmitting application to change option.
5. Pension(s) to be vested: Wayne Millen - Approved.
6. Approve reassignment of Carol Schmidt to permanent light duty position in Police
Department - Approved.
7. Approve payment of pension benefits & interest from Pension Fund for following
retirees: Larry Hahn, Jr., Judi Acker, Terrence Rowe, Emanuel Hutchinson, Gary
Lutman, John Nicholson, & Michael Dandaneau, for total $84,761.72 including
reimbursement to Central Insurance Fund of $18,453 that has already been paid -
Continued.
8. Other Business - Approved extending contract with Dehner & Christiansen on a
month-to-month basis until September.
9. Adjourn - 9:22 a.m.
T(_LkS -ee s 3
Meeting Date: 5. 15. OD
TO: Pension Trustees
Approved by Trustees:
CITY OF CLEARWATER
EMPLOYEES' PENSION PLAN/
PENSION ADVISORY COMMITTEE
FROM: Pension Advisory Committee
SUBJECT: Recommendation for Acceptance into Pension Plan
DATE: April 13, 2000
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 1667.5 of 1777.8 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.
Name, Job. Class, & Dept./Div.
Pension Elig.
Hire Date Date
Sherrie Freemon, Police Service Technician/Police 1 /31 /00 1 /31 /00
Jared Barden, Custodial Worker/General Support Services 4/12/99 2/14/00
Howard Hanscom, Mechanic II/General Support Services 2/28/00 2/28/00
Shawana Wollever, Staff Assistant I/Gas 2/28/00 2/28/00
Martin Moran, Accountant/Budget 2/28/00 2/28/00
Laura Wilson, Utilities Chemist/Public Works 2/28/00 2/28/00
Alex Battle, Custodial Worker/Parks & Recreation 2/28/00 2/28/00
Jeffrey Garber, Field Service Representative/Customer Service 2/28/00 2/28/00
Katherine Schaaf, Staff Assistant I/General Support Services 3/13/00 3/13/00
Lauree Belcher, Parks Service Technician !/Parks & Recreation 3/13/00 3/13/00
Andrea Beane, Senior Accountant/Public Works 7/13/98 3/13/00
Daniel Luna, Field Service Representative/Customer Service 3/13/00 3/13/00
Karl Langefeld, Recreation Supervisor/Parks & Recreation 3/13/00 3/13/00
Anthony Harris, Solid Waste Worker, Solid Waste 3/27/00 3/27/00
* Originally employed part-time; transferred to full-time and pension eligible as of 2/14/00.
* * Originally employed as temporary; transferred to full-time and pension eligible as of 3/13/00.
Pens isory Committee Chair
S M?
Trustees of the
Final Agenda Item #
Employees' Pension Plan
Meeting Date:
Agenda Cover Memorandum
4
5115/00
SUBJECT/RECOMMENDATION:
Jack Callahan, Fire Department; Robert Dickman, Fire Department; Iracema Drysdale, Public Works Department,
David Little, Information Technology Department; Jarnes D. Pyatt, Sr., General Support Services Department;
David A. Foster, Gas Department; and Sarah Hamm, Planning & Development Services 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.
0 and that the appropriate officials be authorized to execute same.
SUMMARY:
Jac[ M. Callahan, Assistant Fire Chief, Fire Department, was employed by the City on
January 26, 1971, and his pension service credit is effective on that date. His pension will be effective
March 1, 2000.
Based on an average salary of approximately $55,552 per year over the past five years, the formula for computing
regular pensions, and Mr. Callahan's selection of the 100% Joint & Survivor Annuity, this pension will
approximate $43,630 annually.
Robert Dickman, Fire Lieutenant, Fire Department, was employed by the City on
February 14, 1977, and his pension service credit is effective on June 18, 1977. His pension will be effective
April 1, 2000.
Based on an average salary of approximately $48,274 per year over the past five years, the formula for computing
regular pensions, and Mr. Dickman's selection of the joint & Survivor Annuity, this pension will approximate
$30,249 annually.
Iracema Drysdale, Utilities Chemist, Public Works Department, was employed by the City on
September 10, 1980, and her pension service credit is effective on November 161 1989. Her pension will be
effective May 1, 2000.
Based on an average salary of approximately $41,785 per year over the past five years, the formula for computing
regular pensions, and Ms. Drysdale's selection of the 50% Joint & Survivor Annuity, this pension will approximate
$7,945.44 annually.
David Little, Systems Analyst/Programmer II, Information Technology Department, was employed by the City
on July 14, 1980, and his pension service credit is effective on that date. His pension will be effective August 1,
2000.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Human Resources Total
Budget NA Public Works NA User Dept. Funding Source:
Purchasing NA DCM/ACM ? Capt'alImpfovC11Cnt Current Fiscal Year
Risk Mgmt NA Other NA Attachments Operating
Other
Appropriation Code:
Submitted by: O None
City Mana er
Printed on recvcled paper Rev. 2/98
Regular Pensions
Page 2
May 15, 2000
Based on an average salary of approximately $49,431
computing regular pensions, and Mr. Little's selection
will approximate $26,511 annually.
per year over the past five years, the formula for
of the 100% Joint & Survivor Annuity, this pension
James D. Ryatt, Sr., Building & Maintenance Supervisor, General Support Services Department, was
employed by the City on November 5, 1973, and his pension service credit is effective on May 5, 1974.
His pension will be effective June 1, 2000.
Based on an average salary of approximately $41,606 per year over the past five years, the formula for
computing regular pensions, and Mr. Pyatt's selection of the 75% Joint & Survivor Annuity, this pension
will approximate $30,041 annually.
David Foster, Gas Specialist, Gas Department, was employed by the City on October 11, 1976, and his
pension service credit is effective on April 11, 1977. His pension will be effective April 1, 2000.
Lased on an average salary of approximately $37,873
computing regular pensions, and Mr. Foster's selection
approximate $$23,888 annually.
per year over the past five years, the formula for
of the joint & Survivor Annuity, this pension will
Sarah Hamm, Customer Service Representative, Planning & Development Services Department, was
employed by the City on June 2, 1969, and her pension service credit is effective on December 2, 1969.
Her pension will be effective May 1, 2000.
Based on an average salary of approximately $30,178 per year over the past five years, the formula for
computing regular pensions, and Ms. Hamm's selection of the 100% Joint & Survivor Annuity, this pension
will approximate $24,807 annually.
These pensions were approved by the Pension Advisory Committee on April 13, 2000. 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 Fire
Lieutenant and Assistant Fire Chief as meeting 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, has completed 30 years of credited service, or has reached age 65 and completed ten
years of credited service. Mr. Callahan and Mr. Dickman qualify under the hazardous duty criteria;
Ms. Drysdale qualifies under the age 65 and ten years of service criteria; Mr. Little, Mr. Pyatt, and
Mr. Foster qualify under the age 55 and 20 years of service criteria; and Ms. Hamm qualifies under the 30
years of service criteria.
M
Trustees of the
`=a Final Agenda Item #
Employees' Pension Plan 5/15/00
Meeting Date:
Agenda Cover Memorandum
SUBJECT/RECOMMENDATION:
Wayne Millen, Police Department, be allowed to vest his pension under Section(s) 2.397 and 2.398 of the
Employees' Pension Plan as approved by the Pension Advisory Committee.
Q and that the appropriate officials be authorized to execute same.
SUMMARY:
Wayne Millen, Police Officer, Police Department, was employed by the City on
June 7, 1989, and his pension service credit is effective on that date. He resigned from City employment on
April 14, 2000.
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 provides for normal retirement eligibility when a participant has completed twenty years of credited
service in a hazardous duty position and specifically designates the position of Police Officer as hazardous duty.
Mr. Millen would have completed twenty years of service as a Police Officer on June 7, 2009. His pension will be
effective on July 1, 2009. This request was approved by the Pension Advisory Committee on April 13, 2000.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech . NA Human Resources Total
Budget NA Public Works NA User Dept. 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 recvcled naner Rev. 2/98
4
Trustees of the Final Agenda Item #
Employees' Pension Plan
Meeting Date: 5/15/00
Agenda Cover Memorandum
SUBJECT/RECOMMENDATION:
Carol Schmidt, Police Department, be reassigned to a permanent light duty position in the Police Department as
recommended by the Pension Advisory Committee in accordance with Section 2.397 of the Employees' Pension
Plan.
1 and that the appropriate officials be authorized to execute same.
SUMMARY:
Carol Schmidt, Police Officer, Police Department, was injured on August 19, 1998, in an off-duty vehicular
accident. As a result she suffered numerous injuries to her legs and face. The injuries to her legs required several
surgeries which have left her with a permanent limp, a limited range of motion, and the inability to walk long
distances.
As documented in letters from her doctors, an independent medical evaluation performed by Dr. Andrew Wolff,
and a functional capacity test performed at Bon Secours Venice Hospital, Officer Schmidt has physical limitations
to the extent that she cannot run, jump, squat, or physically interact with perpetrators. The documentation
indicates that Ms. Schmidt is permanently disabled from performing all the duties of a Police Officer.
Under provisions of the Employees' Pension Plan, if an employee is disabled from her present job but can be
reassigned to another position in order to perform meaningful work for the City, the employee is not entitled to a
disability pension. The Clearwater Police Department has designated a specific number of positions that are
considered to be "permanent" light duty positions for sworn personnel. Officer Schmidt has been assigned to one
of these positions.
On April 13, 2000, the Pension Advisory CommittQe denied Officer Schmidt's request for a non-job-connected
disability based on the fact she can perform the duties of the position to which she has been reassigned. This
permanent appointment must be approved by the Trustees of the Employees' Pension Plan in accordance with
Section 2.397 of this ordinance. The matter now comes before the Trustees for their approval.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Human Resources Total
Budget NA Public Works NA User Dept. Funding Source:
Purchasing NA DCM/ACM Captiat Improvement Current Fiscal Year
Risk Mgmt NA Other NA Attachments Operating
Other
Appropriation Code:
Submitted by: ? None
City Manager
Printed on recycled paper Rev. 2/98
r
Trustees of the '7
Item #
Employees' Pension Plan Meeting Date: 5- a . (X)
Agenda Cover Memorandum
SUBJECT/RECOMMENDATION: Approve payment of pension benefits and interest from the Clearwater
Employees Pension Fund, for the following retirees: Larry Hahn, Jr., Judi Acker, Terrence Rowe, Emanuel
Hutchinson, Gary Lutman, John Nicholson, and Michael Dandaneau for a total of $84,761.72, including
reimbursement to the Central Insurance Fund of $18,453.00 that has already been paid.
® and that the appropriate officials be authorized to execute same.
SUMMARY: Job-connected disability pensions are subject to offsets for collateral benefits such as workers'
compensation and social security so the pension benefits when combined with collateral benefits do not exceed
100% of the employees' average monthly wage,
Recent decisions of the Florida Supreme Court and the First District Court of Appeals have impacted the pensions
the City of Clearwater has been paying the retirees named below. These decisions held the annual workers'
compensation permanent total supplemental benefits cannot be included in the pension offset calculation. Prior
to these decisions the City was including the annual cost of living supplemental benefits in computing the
pension offset as were most Florida employers. Including the supplemental benefits resulted in an underpayment
of pension benefits to these retirees. As a result of these decisions these retirees are owed back pension benefits,
penalties, and interest as shown below:
Retiree Additional Pension Owed Penalty Owed Interest Owed Total Owed
Judi Acker $ 10,81 1.52 $ 11081.15 $ 890.30 $ 121782.97
Lawrence Hahn 5,614.75 561.48 754.04 61930.27
Terrence Rowe 111.63 11.16 270.76 393.55
Emanuel Hutchinson 11,017.19 21203.44 1,846.58 151067.21
Gary Lutman 4,903.01 980.60 323.99 6,207.60
John Nicholson 14,794.09 1,727.47 3,253.75 19,775.31
Michael Dandaneau 17,659.14 1,037.90 11,795.92 30,492.96
Totals $ 64,911.33 $ 7,603.20 $19,135.34* $ 91,649.87
Staff recommends that all sums shown above for additional pension benefits and interest be paid from the
Clearwater Employees Pension Fund. The Central Insurance Fund has already been used to pay the benefits for
Acker, Hahn, and Rowe to satisfy a mandate from the Florida Supreme Court and avoid additional penalties.
Staff recommends further the Clearwater Employees Pension Fund reimburse the Central Insurance Fund
$18,453.00 for the payment of pension benefits and interest in Acker, Hahn, and Rowe. All penalties owed as
shown above will be paid from the Central Insurance Fund for the reason the penalties are owed because of a
Florida Workers' Compensation statute that has impacted the pension fund. (*estimated interest)
Reviewed by: Originating Dept:
liv Costs $84,761.72
Legal NA Info Tech NA Finance/Risk Mgmt. Total
Budget NA Public Works NA User Dept. Funding Source: $84,761.72
Purchasing NA DCM/ACM Human Resources Captial Improvement Current Fiscal Year
Risk Mgmt NA Other NA Attachments Operating
None Other X
Appropriation Code: 646-07411-514600-585-000
Submitted by: ? None 646-07410.514100-585-000
City Manager
Printed on recvcted paper Rev. 2/98