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' �' ' . . • � ' , • 1 � � . � � . :. , - . , , . AGENDA , . , .. � . � • Board of Trustees oi the �mplayees' Pension Funci � . � . F�, - , , . . „ ;.{} � . - ; � � : � ' � - Qu�ust 31; 'i 99� . , . . ti.� � � , � - 9:00 A.M. . . , , , . 3f�� � , ' ' , ' . � � , • � � .. . � � . x�.. , , i � . � • , ' � • . . � ' 1. Call ta order � " , � �� � , � � � . . ' s. . , . ' � ,' . . . . � � � � � : � � 2. ��'Approval nf Minutes � � � , ' � . ' ' . � of 8/10192 � , � . . . � ' , • . � . � . . . • � ; - , . 3. Raquest #or acc�ptance , , . . . , � � inta membersfiip: � � . � �l Gordon Jerreil � b1 Hatiy B�adley � � c1 Dona[cf Ford � - ' d1 Sean Malaney' . . ; . 4. Request of� �dwooth Botes ta � • retum pension cfln#ributions � � ta t�e Employees Pension Plan 5. Qther�Businoss: �. � � 6. Ad�ournment: ' F . ) . . , ' � S � t 1 . _.....�� . ' � � . � � � .� � . , .' . ' ' � ' , ., ' �,;�,'..3• ; � '.�,. l,��k • .. �. � . . .. � ., , . . . �� i... ... °.S. , ' . . . . . . . . . , . . r � � . , , . . . .. . � . .. . �...�. �.. � � � � M� CLEARWATER CfTY COMMI�SION . .,�. � _ . � � =�-� � . Agend� Co�e� M�morandum �� . ��� tEl���a� Trustecs � of thc Employccs' Pensinn Fs�nd �� i�gm �r M�etkng Date: �Tl�- Subject: . � Mcmbcrship in Emplayces' Pcnsion Plan � .......,.,.� Recammendat�anlMoti�n: � � F,mploycc(s) iiste� belaw be acccptcd inia thc Employces' Pcnsion P1An as rccommended l�y the Pension , Advisory Committee. ' 0 and th�t ti�e appfa�riate otiicials be autharized to executa same. � BACKGROUND: � ' . , . - DAtC Scniority Pension I3k1m��.��y �lass �' D Div D�te f� �'ectivc Go�rdon Jcrrelt, Property Guard Pub. Wks,/WPC g-11-$0 7-I3-9Z � Holly Bradley, Palice Service Tech. Pniice 2-11-91 7-27-92 Donald Fard, Custodtal Workcr P�rks & l�ccrcatian 5-4-92 5-3-92 � Sean Maloney, Sr. LAb. Tech. Pub. Wk�./WPC � 5-10-92 $- � 0-92 N�viewed f�y: � Ur�ginstt�tg D�pt�� �e��i� ���}. . Huma� Resourcc Budget �A' — . Purchesing �- Uger Dep#.: Risk Mgmt. _.., /�'''}' DIS �' ^. ACM N� Ad�ertlsed: Other '� �ala: Submitt�ld by: Paper; f�Not required Affocted parti�s ❑ Notified City Manag�r ` � Not rsqulred Costs: Cammi��l�n Actian: Tolal [] Appraved C� Approved wlcondllions Gurrent FY ❑ p��led ❑ Conlinued ta: Fundfng 5ource; ❑ Capt. Imp. C.1 Operating Attaahmet�ts: ❑ Other Apprapriallon Codo: ❑ None Lcttcr(s) 1 , , .�i • , . . � . . : .. , , . , . . . • ' ' 1 ' . . ' , � '. . . . , •� �.. ' , ' . . . - ' , ., , .� . . � � , � . , .� . � . � . . , , , . � � . . . . . � , � , . . ° � , .' . , �, •, ' . • , `, . .. � . ., , ' '. . � . � . � . ,. �. � ' - . •; � - . , . . , � . . . ' . � . , ' ., . V , � ` .. . � �;�� , • � � ' .' , ., . • :.i . . � .�,i , . • � . . , . . . ' ' '�� . � ��f� . . � � � . . , . . '. . [''.' ' . . . ; i. , .i : , ��. . ,�. . . ; . !� . . , � I�n ' i , ' , ' . .�'�' . . •. . ' �. . � ..d,. . V ' ! ' ' . . 1 ' l ' . . ' , ' . . . . ,'• t ��•i��.r7"%rf��:�,f.'M��+�"L��l�'41;y.`s��.•(3�' 'F •� � . , . .t � , ' . . . �fi{.n ^ �:S';�I4^If.;-Yf�.r . �•. .,:..'3pE,�...�,���'����'�iL���C''., �.. �,r.,...._«.. .. ' ..� � '� . � �. � . -. . '� . .F.,.'1.. �.. ! .� � ' . - . .. .. . - l�, 1 .e�, �1 � � . 1 ' ' � . � , , . . " . � � , , CITY OF CLEARWATFR � � • � � - � ' � EMPL�YEES' PF:�lS�ON PLAN ' ,° - . � � . . ', � , PE�iSION AUYZSORY C�MMITTEE � . . , ' , � - ;�. . . . , , . . , TO: . Pcnsion ,.Trustecs : . . , � , . i� � ' � � . . � < FR�M: Pc�nstnn Advisary Committce • � � �� • ; SUB�EGT: Recommeadatipn far Acceptance inta �cnsion Plnn � :: � � � DATE: � Augugt 4, 1992 � � � As, TruStccs of 'thc City oi Cicur�vutcr Employees' Pcnsion Fund, yc�u �rc hereby notiiscd .. that thc employees listed bcfow havc heen duly Cxam'sncd by a l�cal physiciun and cach hus bccr� designuted as a"firse class risk": . , � Thesc employces arc cligibie t'or �pensi�n mcmbership us not�d in thc Pcnsinn Eligibiiity . , ' Date column bclow, nnd it is the Tccommendation of the Pcnsian Advisary Cammittce that , , °, thay bc acccptcd �into mcrnbcrship.' � � ' ' jy���e,, .T�b„ ('Inss. 8c �ent.lniv. _ Birtli il,ni� Hire _ b�g Pensinn Ei�g. nn�; Gordnn Jcrrcll, Property Guard, PW/WPC ] 2J03/S 1 09/l 1/80 07/13/92* *Trttnsferred Crom PfT ta F/'i' on chis dutc , Ho11y Eir�dlcy, Polirc Scrvice 7'ech, Policc UG/181b4 02JI1/9I D7127192* ' wTrunsfcrred frnm P/T to FjI' on this dnte � ' Donnld Fard, Custadial Workcr, P& R 05/27/49 051d4/92 08/03/92+� *Transfcrrcr! frnm P/i' ta F/T or� this date , Scun M�lancy, 5r. Lab Tcch, I'W/WPC 03/2d/64 OS/i0/92 08/1p/92 . , �. � .-�----_ �►-- ' �...�. _....._..,..� .• � ! . �... ' w .. . , . �����M*�; CLEAF�WATE6� C1TY CaNiM1S�iAN � � =� p, � ' �lgend� Cover Memorandum ���m � y T�a�~4� Tl'l18[CGS ai' thc �mployccs' Pcnsion Fund Meeting Date; .- �/31192 _ Subject: �p�r��a� �f Rcqucst nf Edwooch Boles to Rcturn Fcnsioz� Cn�triUutians ta thc Employccg Pcnsion Pl�� . Fiecommen�atianfMotian: Approvc thc rccommcndation af thC PtilSlOii Advisory Committcc ta aliow Edwon th Bolcs to raturn his pcnsion cantributions to thc Employces' Pcnsion Plari wiltti� thsrty (34) days of tod�y's dutc. ❑ a�nd th�at th� apprapriate alficials be authorixed to execule same. BacK�ROUNO: Edwooth Boies� fnrmer Sanits�tion Worker, Puk�lic Wo�ics nepurtment/Salid W�ste Divisiort, wns emplaycd by i�e City of Cleurwatcr an Aug�st 20, 19�4. He suffcrcd an on-thc-�ob i�jury on August 1, 1988, aad did nat rciurn ta work al'tcr ihis injury. On Scptcmbcr 24, 1991, he was tcrminated by [tyc Ciky o€' C[carwaccr d�c ta his inubility to w�rk. That in�bility to work was the result of ihG injury. At tf�c iirnc Mr, Boles was terminatcd, hc did not requc�[ a rcturn of his pcnsion coc�tcibutio�s in thc City's Pcnsion Plnn. In Junc, 1992, hc wcnt to thc PAyroll Office to chcck an an issuc othcr th�n pcF�sion untl ws�s advised by someonc in the officc that if hc had not comc ta thc af�cc "thc money �uo�Id havc cvcntut�ily bec:� sen� �o saRie sori of unclaimed money accnunt managc@ by the st�tc," Mr, $alcs u+as �+dvised to withd�'aw his mo�►ics based on tf�c inS'arm�tion hc rcccivcd Pr�rn this individuai. Hc wit��drew his money s�vcral days latcr. Thcrc�ftcr, Mr. Bafcs !'oUnd out hc wAs not requirec� to withdraw his contributians. O� 3u�y 2i, 1992, Mr. BD1�5 wrotc u icttcr (copy attachcd) co }i. MichACl La�urscn, Human Rcsourccs Dircctor �nd Sccrctary ta thc Pcnsion Advisory, cxplainin� this situation ar�d aski»� tt�at hc bc allowcd to rcturn his mo�ics to tlic Pcnsion PIan. Mr. L�urscn adviscd IVIr. Bo�cs lliat this mat[cr would be broughi beforc the Pension Advisory Comrnittcc (PAC) for its rccommcnci:�tion. At thc rcgular mccting of lhc PAC held ou Au�ust S, 199z, lhc Conimittcc discusscd Mr. Bolcs' rcqucst, Mr. LAUrscn adviscc! the Cnmmittcc thai hc ltad spakcn to Mr. B�lcs an scvcraI occlsions �nd was ad��iscd th�t Mr. Boics is considcrin� filin� Cor n�ob-connectcd disahili�y pc�sic�i� bascd on his ir�jury that occurred in 1988. it was rcparlcd at ti�c mecti��� ths�t Lca Scliradcr, Risk Manager, h�d tricd scvcrA! tintes to contact Mr. B�lcs to svgbcat ta him tf�at hc start thc proccss I'or ap�tying far a dis�bility pcnsion but w�►s unablc tc� rc�ch nim. If Mr. 8olcs is nat �crrnittcd to rcturc� t�is cantrsbutios�s, �c wouEd not be eSygibSe tn appiy far such pcnsion. At tl�c conclusion af its discnssion, thc PAC mc�iibcrs agrccd th�t Mr. Bolcs should na[ Suffcr bccansc of thc crrancous information. By malinn duly macic and sccondcd, thc Committcc moved to �ltow Mr. Boles �to retur�i his pcnsion cai�tributions to thc Pc�sion Pl�n within thirty {30) c�ays of �ppro�al of this rcqucst by thc Trustccs. This mattcr now co�»cs bcforc �hc Trustccs for thcir ;�pprov�l. Fieviewed by: Lega� 1V/�}- Budget _ ti�' puschasyng �' Rlsk Mgml.N,_,_, - ---- DIS �'�" ACM _� �ther � �- . Submltted by: Ci#y Manager Originatir�g E?apt.:.�l►'" Human Rcsourccs UQer De�t.: Ad�ertised: Rale: Papet: � Not raquired Affectad parties L..l Rlotii�sd � Not required Coats: ��- 7o al Current FY Funding Source: ❑ Capl. Imp. �.� Operating [� Dlher Apprapriatlan Codo: Comm€sslon Actton: L�1 Approved �� Approvod wlcondit+ons �_� I7enied (�1 Continued to: Attachmenta: Lcltcr Ll Nor�e , �� .. S � �� . , . � . . .i � . . . . I ' . . � � . ' , i � . . � . ' , 1 . � , S , Is. � i � . . . � � . . La.•�•' � . . ,� , ,� � � � ' ` !. � ' • . , e • . , ' • . I , , , . ' . � , � � f .�. �r�, . , . . �. � ', . .i . . � � � . � . , . � f'.' �5 r } . ..' .. "4 �P'e ., ' ' . . ' �r � .� �� ' . � '' • , . . . . ` i. i . , . •� ` ,k .� � I . ' � ; • ' . ' . ' , • .. •, i . . - ' . '�i ; . , . , ' . �i ' , � � . ' ` 4 3 . , . • �,�' � .[` . � - . _ ' �� F' � �i . � . ' i � r .. . � • . . ' ,. � � ' , � . . . . . ! . ' . i. ' : . _ . ' . �. . . . i , ' ., � r , ' ' ' ' . �,�.4: •� �4, .e;f�.:l,i.-�, ,. ,a�a.j: r,r'�� a',* .p'�i��,`,'�''S��h.`!�o,-�,�. << . .�.. . . ' , . .. . ,�....,.� , � r - � � . . .. . . . , . . , , � . � , . . � ,. , , , . . . � .. . �� Y ' � ' ' � . • � ' . � . . ' f • ' . . , , ' . . ' , � . � _. .i ; - � � � � , � , � , � . , ' . ` , , • ., t... . , - - . ; . . . . ,, ,' , , , . . . . ..t, . , .: .r , .. � .. e . � ' .� , . . '. � ` . _. 1 � ... .' ^ .,.i='r , . . .. I . • - .. .. .. . . . . . .. ' , � ' � � � . , . . � . � . � e� , � . . ' ' ' . ' ' ' �. . . . ' . ' . �'Ccr. Mik� L$ur��� Dir�t�r,Ht�mar� R�sources , • , � . � Secretary Pens#or� Cammittaa . , . . . R•P i . . ,� � ' . o � ��1 i���'. ..•=�;f. Er�� Cl.,�l .ts•.�iic!r,•h �,�^�. .*':5�.. e. erts ori . , . � � , � . ,. , , � Dd 7/� t J92 . ' , � . - . , • � ; , ' ,. . � E , � � � l �' in Juna oi,i992, while c�ackiRg�or�..se�reral tfi#ngs requested t�y tha �RS and my aitarr��y;�i checked .�.. �, .,�.��. �.�, �:.� with the peyroll ofii� ebout the statUS ot my money �n the per�slan tund. After checking an the scc��ni,:fhe � te�dy in ths nilica cammer�ted that "t4�ey k�ad hee� t�yis�g to car�t�ct me abaut the acmunt". ' Ths �ady ssid ihat the morisy wss j ust "iy�ng thera and daing nothing". 5he alsa mentio�e� ihak if t did _ not come in, lhe,maney wauld have evenlually be�n ��t io �ome �rt of �r�claim�! money �a�nt mana�eri , � �jl �i1B 5�3�8� . � ' . ' # was i�ld to c�ms bacic in 3 to 4�ay5 an� they wau7d clasa thB eccaunt. This I didl � 1 harre since fo�nd out that t did not have ta draw out those lunds and herehy wisn ko redeposit ihase � montes back 1n1a my pensfon �ccaur�t end re�estedlish �t. � � Th� reason na depa�its were �eing made lo the �au�t was b�u5e I t�ad be�r� 1r�)ured on 1�►e jab snd � u�able to r�iurn ta work.� I ha�te sinca qEen c�eclared totelly end permanently d�sabted by this jab inj�ry. As a re���i� ! wis�r io file far a job r�e�atecl disaaili�y pensior� besed an the ��ndings qf the several msdicel doctars which the City supplied. (�: CWA Lac�� � l 79 Fi1e � �6F' . • � .' . . . , .,. , . . . . 5incerely yoursT 1 �� f��rorth J, Boles �