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I
E AGENDA'.,
a ,
' Board of Trustees of the Employees' Pension Fund
' . , March 29,,1993
9:00 A.M.
1. call t0 order
2. Approrral of Minutes
of 311193 '
3. Request for acceptance
into'me'mbership:
" a? Creighton T. Harvey
b) Chris Eliingham
c)Patricia Riehle.. :.
d),Robert'E. Brown
e) Jeff T: Nelson
f)°Steven D. McKinney,
:.
'- g) Brian S. Dunlap
ht Marcus W. Wright
,. "i). Diane M. Hughes
' 4. ' Pension(s) to be granted:
Regular
.. Howard F:• Sorensen
Pension(s) to be granted:
Regular ..
Russell Samuels
Other Business:
Adjournment:
a F' -
1
.` tthy?
'V CLEARWATE
R CITY COMMISS
ION
Agenda Cover Memorandum , Item n
" 3
? •fTfR.S` Trustees of the
I.
Employees' Pension Fund
7ZV/y.5
Meeting Dale:
Subject:
Membership in Employees' Pension Plan
Recommendation/Motion:
Employee(s) , listed below be' accepted into the Employees' Pension Plan as recommended by the
Pension Advisory Committee.
? and that the appropriate officials be authorized to execute same.
' BACKGROUND:
Date
Seniority Pension
'.
SAIpg n h },?
Dent./Div,
Hate
Effective
Creighton T. Harvey, Property Guard Gas 7127/92 2/22/93
Chris Ellingham, Recreation Leader Parks & Rec. 3/8/93 3/8193
Patricia Richlc,. Staff Assistant I Police 1/11/93 1/11/93
Robert E. Brown, Property Guard ' Gas 6113190 2122/93
Jeff T. Nelson, Drafting. Tech. I ' Gas 3/8193 3/8/93
Steven D. McKinney, Maint. Worker I Parks & Rec. 3122193 3/22J93
Brian S. Dunlap, Pub. Scr. Tech. Pub. Wks./Pub. Scr. 3/8/93 318/93
' Marcus W. Wright, Pub.,Scr. Tech, Pub. Wks./Pub. Ser. 3/$193 3/8/93
Diane M. Hughes, Rce. Spec.-Aquatics Parks & Rec. 3/8193 3/8/93
Reviewed by: Originating Dept.:4vw Costs: NA Commission Action:
LogaI NA Human, Resources Total D Approved
N A
Budget ? Approved wlconditions
Purchasing NA User Dept.:
Current FY ? Denied
Risk Mgmt. NA ? Continued to:
DIS NA Source:
Fundin
g
ACM K? Advertised: ? Capt. Imp.
Other. Date: 1:1 Operating Attachments: Letter(s)
b Paper ? Other
ed by:
Su ® Not required
Affected parties Appropriation Code:
? Notified
City Manager 0 Not required ? None
. 1
M Pension Trustees
FROM: Pension Advisory 'Committee j•M'
SUBJECT: Recommendation for Acceptance into Pension Pl an
DATE March 17, 1993'
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".
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 Committ ee that they be
accepted. into membership.
Pension • Elig.
Name. Job.' Cla&&,, Dept./Diy. Birth Date Hire Date D-=
Creighton T. Harvey, Property Guard, 12/10170 7/27/92 2/22/93*
Gas System
*Employee. hired from permanent
part-time to 'full-time permanent
status. Hire date reflects date hired as
permanent part-time.
Chris Ellingham, Recreation Leader, 5/29/71 . 3/8/93 3/8/93.
Parks & Recreation . Department
Patricia Riehle, Staff Assistant 1, 6113136 1/11/93 '1/11/93
Police Department
Robert E. Brown, Property Guard, Gus 10/30/31 6/13/90 2/22/93*
System
*Employee hired from permanent
part-time to full-time permanent
status. Hire date reflects date hired as
permanent part-time.
Jeff T. Nelson, Drafting Technician Y, 9/25/66 3/8/93 3/8/93
Gas System
Steven D. McKinney, Maintenance 6/1172 3122/93 3/22/93
Worker 1, Parks & Recreation
Department
Brian S.. Dunlap, Public Service 6/16166 3/8/93 3/8/93
Technician, Public Works Department
Marcus Ni+. Wright, Public Service 7/21/70 3/8/93 318193
Technician, Public Works Department
Diane M. Hughes, Recreation 11/19/69 3/8/93 3/8/93
Specialist-Aquatics, Parks &
Recreation Department
CLEARWATER CITY COMMISSION
Agenda Cover'Memorandum Item #
?,trfpE?°? Trustees of the Employees' Pension Fund Meeting Dater
Subject:
Pension(s) To Be Granted
Recommendation/Motion:
Employee(s) listed below be granted a regular pension under Section(s) 2.396 of the Employees'
Pension Plan as recommended by the Pension Advisory Committee.
? and that the appropriate officials be authorized to execute same.
BACKGROUND:
Howard F. Sorensen, Mechanic 11, Fleet Maintenance Division, General Serices
Department, was employed by the City on July 11, 1973, and began participating in the Pension
Plan on January 12, 1974. His retirement will be effective on February 7, 1994, at the end of the
day.
Mr. Sorensen's pension was approved by the Pension Advisory Committee at its meeting of
March 17, 1993, Based on an average salary of approximately $30,152 over the past five years and
the formula for computing regular pensions, Mr. Sorensen's pension will approximate $15,076
annually. Charts from Finance which take into consideration mortality rates and age reflect the
"present value cost of financing" this pension will be approximately $108,664.
Note: For a number of years prior to and at the time Mr. Sorensen was employed by the City, the
Pension Plan was interpreted to provide that employees did not participate in the plan during
their first six months of employment. A Circuit Court ruling on November 2, 1972, changed that
interpretation. and provided employees hired prior to the Court's ruling the opportunity to "make
up" the initial six-month period by payment of an amount equal to the pension deduction that
would have been withheld during that time of non-participation plus interest. Mr. Sorensen did
not exercise the option to "make up" the initial six months of time for pension service credit; thus,
there is a difference in his date of hire and pension service date.
Reviewed by:
Legal na
Budget ? 34 _
Purchasing na
Risk Mgmt. na
DIS na
ACM _ KSR &32
Other M. a.
Submltted by:
City Manager
Orlglnating Dept.;..l?Costs: $108,664
uman Resource Total
User Dept.:
Advertised:
Date:
Paper:
® Not required
Affected parties
Notified
C Not required
Current FY
Funding Source:
? Capt. Imp.
? Operating
? Other
Appropriation Code:
Commission Action:
? Approved
? Approved wlconditions
? Denied
? Continued lo:
Attachments: Letter(s)
Request Form
646-07410-530100-581 ? None
Kr
fit M.61,
rEW.
Human Rowurces Deaanment
462.6870
C I T Y OF C'L E A R. W A T E R
POST OFFICE BOX 4748
CLEARWATER. FLORIDA 34 8 18-4 748
Honorable Mayor and Members of the , City Commission as Trustees of the
Employees' Pension , Plan
FROM: Pension Advisory Committee
COPIES: Dan Dcignan, Assistant Director of Administrative Service/Finance Director;
Employee's File
SUBJECT: Regular Pension--Howard F: Sorensen
DATE March 17, 1993
The Pension Advisory Committee received an application for regular pension from
Howard F. Sorensen on March 12, 1993.
Mr. Sorensen was employed by the City on July 11, 1973, and has been a participant in the
Pension Plan since January 12, 1974. The amount of Mr. Sorensen's pension will be
computed by the Finance Department at such time as his last five years of service and salary
can be calculated.
By motion made and duly carried at its meeting of March 17, 1993, the Pension Advisory
Committee approvcd/recommended a regular pension basal on years of service for
Howard F. Sorensen in accordance with Section 2.396 of the City Code. This pension will be
effective on February 7, 1994, at the end of the day.
I hereby certify that the Pension Advisory Committee has approved the granting of a
regular retirement pension for Howard F. Sorensen and the above dates arc correct.
Ch 'man, Pension Advisory Committee
'Equal Employment and AfIirmat ive Action Employer'
r 1 t
.If.. r'£i :_if'.T..f: .-...v..{ ... ..... ... .. .... i ..4>1.e .x.•21 1 ....- f .. .. .,. .. ,.
PENSION REQUEST FORM
I? Howard F. Sorensen do hereby- apply for retirement
from the City of Clearwater . General Employees' Pension Plan.
My benefiits date is January 12, 1974 (Entry date into pension plan)
My date of hire is July 11, 1973
,. My birthday is January 16, 1929
My job classification is mechanic II and i work
the General Services Department, Fleet Maintenance Division.
r My resignation date is February 7, 1994
The type of pedsion for which I am applying is (check only one):
x Regular Pension based on years of service.
Sob-connected Disability Pension
Non-job-connected Disability Pension.
My spouse's name is: Joan
Dependent children under the age of 18 and residing in my household are:
(Print Child's Full Name) (Child's Date of Birth)
I hereby cenify all of the above to be true and correct:
I?i??[• ,.L{ i:i,?.. .L.,..:il:?•'j???{ {??{?. ({S'l' nature)
March 12, 1921
(Date)
(Notary Public)
CITY OF CLEARWATER
GENERAL EMPLOYEES' PENSION PLAN.
OPTIONS - GENERAL EMPLOYEES
OPTION #1: Employees can receive a - lump , sum paymcnt for
vacation and holiday pay and 1/2 of accrued sick leave
at the time of separation from the City. There will be no
8% deduction for pension from this lump sum payment
nor will this . amount count as earnings in the
` calculation of the pension. The last day of work' will be
the ' termination . date and pension benefits will begin
the . following day.
OPTION #2: Employee can extend termination date by the time due
(Only available to for vacation. holiday pay, and 1/2 of accrued sick leave.
employees hired Termination date will' be the final day of extended time.
prior to 1011190) Pension benefits will begin the following day.
I, Howard F. Sorensen an employee of the City of
Clearwater, hereby apply for pension benefits under the General Employees'
Pension Plan.
I hereby certify that I fully understand the two options offered to me. I choose
to retire using Option # 2 and wish my benefits to be calculated under
this option.
I understand that once this form is signed, my decision is irrevocable.
EMPLOYEE'S SIGNATURE:
'SOCIAL SECURITY 1 057-22-3858
ADDRESS: _ 2077Red Cedar Lane East
So,
Clearwater, FL 34623
DATE: March 12, 1993
Lop % CLEARWATER CITY COMMISSION
r Agenda Cover Memorandum Item n
Meeting Date:
Trustees of the Employees' Pension Fund
Subject:
Pension(s) To Be Granted
Recommendation/Motion:
Employee(s) listed below be granted a regular pension under Section(s) 2.396 of the Employees'
Pension Plan as recommended by the Pension Advisory. Committee.
? and that the appropriate officials be authorized to execute same.
BACKGROUND:
Neme
Russell. Samuels, Scalekeeper, Solid Waste Division/Public Works Department, w a s
employed by the City on January 11, 1972, and began participating in the Pension Plan on
January 11, 1972. His retirement will be effective on March 12, 1993, at the end of the day.
Mr. . Samuels' pension was approved by the Pension Advisory Committee at its meeting of
March 17, 1993. Based on an average salary 'of approximately $24,811 over the past five years and
the formula for computing regular pensions, Mr. Samuels' pension will approximate $13,026
annually. Charts from Finance, which take into consideration mortality rates and age reflect the
"present- value cost of financing" this pension will be approximately $118,654,
lady+. -
Reviewed by: Orlginating Dept.: Coats: $118 8654 Commission Action:
Legal na Human Resource Total L..1 Approved
Budget na
Purchasing na User Dept.' CI Approved wlconditions
Risk Mgmt.--na Current FY ?7 Denied
n Ll Continued to:
DIS
ACM _, ks2 Advertised,
Other na
bate:
Submitted by: Paper:
G Not required
Affected parties
? Notified
City Manager ;a Not required
Funding Source:
? Capt. Imp.
? Operating
L7 Other_
Appropriation Code:
Attachments:
Letter(s)
Request Form
646-07410-530100-5810 None
C I T Y OF C L E A R•W A T E R
• 4
POST OFFICE BOX 4740
CLEARWATER, t LORIDA 34818.4748
Human FtesourCn Department
402.6070
TQ Honorable Mayor and Members of the City Commission as Trustees of the
Employees' Pension Plan
FROM: Pension' Advisory Committee
COPIES: Dan Deignan, Assistant Director of Administrative Service/Finance Director;
Employee's File
SUBJECT, Regular Pcnsion-Russell Samuels
DATE: March 17, 1993
The Pension Advisory Committee received an application for regular pension from
Russell 'Samuels on February 1$, 1993.
Mr. Samuels was employed by the City on January 11, 1972, and has been a participant in the
Pension Plan since January 11, 1972. The amount of Mr. Samuels' pension will be computed
by the Finance Department at such time as his last five years of service and salary can be
calculated.
By motion made and duly carried at its meeting of March 17, 1993; the Pension Advisory
Committee approved/recommended a regular pension based on years of service for
Russell Samuels in accordance with Section 2.396 of the City Code. This pension will be
effective on March 12, 1993, at the end of the day.
I hereby certify that the Pension Advisory Committee has approved the granting of a
regular retirement pension for Russell Samuels and the above dates are correct.
Chairman, Pension Advisory Committee
''Equal Employment and Allirmative Action Employer''
PENSION REQUEST FORM
I. Russell W. Samuels, Jr.. do hereby . apply for retirement
from the City, of Clearwater General Employees' Pension Plan.
My benefits date is January 11, 1972 (Entry date into pension plan)'
January 11, 1972
My date of hire is
March lo, 1938,
My birthday is
My job . classification is Scaleskeeper and I work
in the Public Works Department. solid Waste Division.
My resignation date is March 12, 1993
The type of pension for which I am applying is (check only one):
x Regular Pension based on years of service
Job-connected Disability Pension
Nou-job-connected Disability Pension
My spouse's name is:
Dependent children under the age of 18 and residing in my household are:
(Print Child's Full Name) (Child's Date of Birth)
I hereby certify all of the above to be true and correct:
(Signature
?rcary' 18, 1993
P (Date) M
(Notary Public)
' t ''iOTM, pl}StIG STATE OF FLORIDA
' l•S{ Ep}1? .5510 i E%P SEPT• 24Uh9.4
j J4?14EL1 THRU G€WPAL IMS.
t;:
¦
CITY OF CLEARWATER
GENERAL EMPLOYEES' PENSION PLAN
OPTIONS - GENERAL EMPLOYEES
OPTION . #I.: Employees can receive a lump sum payment for
vacation and holiday, pay and 1/2 of accrued sick leave
at the time of separation from the City. There will be no
8% deduction for pension from this lump sum payment
nor will this amount count as earnings in the
calculation of the pension. The last day of work will be
the termination date and pension benefits will begin
the , following day.
OPTION ##'Z: Employee can extend termination date, by the time due
(Only available to for vacation. holiday pay, and 1/2 of accrued sick leave.
employees hired Termination date will be the final day of extended time.
prior to 10/1/90) Pension benefits will begin the following day..
I, Russell W. Samuels, Jr.
an employee of the City of
_.. _,
Clearwater, hereby apply for pension benefits under the General Employees'
Pension Plan.
I hereby certify that I fully understand the two options offered to me. I choose
to retire using Option # and wish my benefits to be calculated under
this option.
I understand that once this form is signed, my decision is irrevocable.
EMPLOYEE'S SIGNATURE k94424 OJL9& .,,. plc
SOCIAL SECURITY #: 579-50--3774
ADDRESS: _ 909 Hart Street:
Clearwater, FL 34615-4414
?' DATE: _ February 18, 1993