05-17-1993?,?L'Z.:. F; l.. .• , 1' a ,/?
„fJ 37 ?. •.{yr ,,'}, •Ir'•!yc 311 .. rf (;,:` ': i •.?-i?..(r .. ? ? .! ,. 1... 4?1:
};.,? rlii!` c•',1f , 'E. ...' .11 E:. '1•Li' i• ?? ? ''e? .. - , • !.. ? .. ,.j,
.r
.i? it ?`. :L.` ..t. e. .z, ii?•. y? -Fa•t: .F' .1'','E' ??>r 1:, r
•?ir .a'd •1.'?":° si: ?':.};; ;??, `['. ?fi`t. c.?1rr' ••ir?, r' .c`'' ?f:?`.t?' v'•€-..', ,1`'. '?
'r ,7? :,a<~I:' s: l'F '?< ??°^'.L ;`1?r. 3 t ..`t'4 •.f:?i'r _,"?^?,?'?`•: i.' - _ ?,..• ?;4 :`t.,.Y, r':i ^ue° '?? +1 ''i'•-
d` '?Y? ?.. l
, Y' r" "•?'= :1x•r , t`':E}r.. Y?4v .'r F - r't'",-' t_.' ?.''!'3:. L.?.<?1.-0 , f. ?;. ?:',R. ??`c 'w .3`. s. F•r.a i r?=. 5., tt :t `=ifF. ,1,. ?`^-J? ,i.1 f: •.°',;
yAi
'Ag''en en'si
a/P
-on..
5 1'7 '93".
?L;rx :'(: x,1..1.•. _. 1'rY.. .-. ?i 1 ' ..
::?;.pl!. ,,5'•.. 0. :¢, ?'e[.i:a,:.'y?d5 '.' .,r: ?I: ,,
' Ir
,
J?x ?
?
?
:"
;y'
i
?
? •y,
`?:: ;.k- i. '.dY r..:'.4?,:,.ti>
rf '.{'
?
?
'
' 'F' °
,
.4
.?
.
s
.
'
J
.
11: .R^f?. .
i
:cy; :
?•?
• '
•
••F .: 1:
? ?
•
? ? ? -'
' ? ?
'7y/•ii
,I . '.
a
.I' ? I : .
? .. -
`
?'??5. .;fit,. '.;?'?,.e ,i'• ? .,
, '_ ? .s
'
:'j 7, -5'
,i= :?:?• `i':;:i if
Li°
t
i:' :"J•? ?F f:r F:. ;, 3:5: ? 1 .!
}•`, °t' , i? .j '?? =•f .i .,t? ..
.
,r,-sic ?•t.? ;rr .,t' .'?. s`i
, rl?,.: '? ?.,! , :. ., .
l
?e
.
1,, ,.,..1° ,F"
k:?l'i,ia.T,'
t. •t;.. ri?? °I??`''.is ..
{: •"f:, i' :.i", ' rL^'• .,.#... ...wi'f.,.•,.L.: .rY•'e.d.`. ...t,.?f., ._ .ryre.-.?
Kr44.. ,.:.I.:.«:,.?.,.•..._.?.. ': f,:.? ,..+._...F. ....,. ... ...». ,r:i,ep..: ??... ... .-?i.4.n..:?:Y.,,c.,...•t•,. .. ... .?.. ';,x...».. y.;,s„ Ysr "?y '+`?,'- is •'. a5? .t:•,.•, .r.N4
ACTION AGENDA
Board of. Truste es'of the Employee s' Pension Fund
.'.. , -May, 17. 1993.
9:00 A.M.
'
1.. Call to order
. 1. , 9:08 a.m.
2. Approval of Minutes • 2. Approved as submitted.'. '
of 5/3/93 .
3.: .' : Request for acceptance 3. Accepted.
• . into membership:
, .
`` . a? Ethridge J. Hall
'. b) Ramon J. Cosme 4
Pension(s) to be vested:. ?. 'Approved:
Margaret
"Watson
,
•
. 5. Other Business: 5. None.
,
. .
.6.. Adjournment: 6'.' 9:10 a.m.
r '
•f, .• -2.'.i. ; %?^_ ;'ti ? • r f
('?f,r
'??p?{F Ft ?:n'•???t; , B'?
E??'?4?
's
''y!
?{
?
?
'
?'
?
? i. F•.. _, .{.r-? .
?
=
t
??
.
,
.
.
y. ;£
?,
.q X1.,6 .i
I
''{{?YS,?r 'IY. '??.- r'
f? l . ?f.
•
?
•
?3 :' F `i?j' ? ??'I ". 1?.:
. ,FYI .. ,. ? •1r
•
'
r
?
• '
!'r> ;
F
'
•1;
'?; .;. J • ?t-? 'I
-'ac•r.' •Iri' j.`
.
}''?6k 11• f:'.1?: ?ji41V'=, '?1•'f; 'f'ft4i e}( "' ;i°? c?, ?l? ?.. E'
}?, .r', i ?a '?' ? ?
`j.?s I'll<: ;1.c e2:?
.a•
,C
}??? I a, S
?
„'}
' ? ?r , ;li _ '
;
{
,
f,
t?s
:
,
?I• rr ,}? r.1' .7,
} e:.=. r. yf ::-;•?'y. I
,
,
i
1
4 %t
'
,
n
s
?
`'
i
:
y
?
n
??
?'
?
?=
•= f?, =•L 'r, .'J ;•li' i'3 ks, F;v ';'Ft $`i { rfo•.i
,S'.=?•. ° ?1.t?"aT +f?^'?.t NSF ti+-"1:'1:-'•?,"..
"'
?'. r.;• I
1'
-1
`'
?
e
:s
'
'?
`
?
f
:
•+fl+ll
tS
.,
{i'
y+Mf?, .. '
>::r.•r"t...ir.n+.;,... ,.
tli'c`k
is
-
'
?i
.?
:
':
'
:? .
tiC :':':,a12
._ ..
.%
: ;
%
.ti., X4..,
. tj'
s
1,
..t:.. .
, -t ?<
iri
:
'
.
F . ':
, ?
. '. ?.
_
?
?,:' ? ?' ? ? • ?
'' ' •
. 'AGENDA ?? ' I.
•
.
•
Board of Trustees of. the Employees' Pension Fund
May 17, 1993 ;
9.00 A.
M.
..
III . . ;, • .. , r
?• ., •, ,.. ,
Call to.order .
2. ' ' Approval of Minutes
F. of 5/3/93
.3a 3. Aequest,for acceptance
.
,k • . into membership: :..
a) Ethridge, J:= Ha((
b) Rainoh 'J. 'Cosme .'
,4. Pension(s) to.be vested'-
.. Margaret Watson
5. .. Other Business.)
6 : Adjournment: ;
?.'.1.?.,r.. .... .. ?.w .4 t'... x ??:? ...ti. trwr .l" ._ .•i? `. ii ..... ....w ,..! .. .. .. ... .. .... ... .. .. ..... .. ..? ..., ..... ., ...?.? .. ., I. f 'r t
CLEARWATER CITY COMMISSION
Agenda Cover. Memorandum Item N ,
Trustees of the Employees' Pension Fund . Meeting Date:
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
Name and Job.- lass ncp-JJDiv. Date Efl'e ivc
Ethridge J„ Hall, Police Recruit 11 Police 4/5/93 4/5/93
Ramon J: Cosmc. Policc ' Recruit II Police 4/5/93 415193
Reviewed by: Orlglnating Dept.: Costs: NA Commission Action:
Legal NA Human Resources Total ? Approved
NA
Budget ? Approved w/conditions
Purchasing NA User Dept.: _ El Denied
Risk Mgmt.. Current FY ? Continued to:
DIS MA Fundin
Source:
-
*? g
1&
ACM _
t
^ Advertised: ? Capt. Imp.
Other N bate: El Operating Attachments: Letter
Suhmitted'by: Paper. ? Other
13? Not required
Affected parties Appropriation Code:
? Notified
City Manager [? Not required ? None
i'r.. a -',, , 'r ? ,! il, r' ' r • ! ' 1
I` ;1
I.r. k ., r. •'S', •}. '•f' ,` .e 1,f1i.:.,t .f<, ' :S '•l• t '
.3. .. `.. f.k :?:':.. "la ..lf3ll .l:? nor., ,f 1. , k • y' .' •.I.- .l,' .°.: ?.• ..•?'?'k . ',k• ..
?N?+r.c..:i$". rhFs}':.t r;,. r:,'F.. •4°:.??'??.. ... I.. ::,. r .. 'ys.. .??y< .. .{.
CITY OF CLEARWATER ,
EMPLOYEES' PENSION PLAN
PENSION ADVISORY COMMITTEE
M Pension Trustees
' FROM: Pension Advisory Committe
SUBJECT: Recommendation for Acceptance into Pension Plan,
DATE;. April 21, 1993
As Trustees of ' the City of Clearwater Employees' Pension Fund, you are hereby notified thnt 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 Committee that they be
accepted into membership.
Pension Elig,
Name. ]ob. Class, & Dc t./Div, Bull Date Hire_-Date D
Ethridge 'J.' Hall,' Police Recruit 11, 511/69 4/5/93 4/5/93
Police Department `
Romon J. Cosme, Police Recruit 11, 5/28/70 ' 4/5/93 4/5/93
Police Department
,
CLEARWATER CITY COMMISSION
=.M Agenda Cover Memorandum Item s
° -
Trustees of the Employees' Pension Fund Meeting Dale: 5117793
Subject:
1 " Pension To Be Vested
Recommendatioh/Motion:
Approve request of Margaret Watson, Staff Assistant III, Department of Administrative Services, to
vest her pension under the provisions of Section 2.407 of the Employees' Pension Plan as
recommended by the Pension Advisory Committee.
? and that the appropriate officials be authorized to execute same,
._?=-'??-=""•-• ?.•••__-_ -.__ ?? ... .? ? i??ru. ?rrrn.errunurrruii rrmu+?rnrr. -?.
BACKGROUND:
Margaret Watson was employed by the City on May 14, 1976, as a part-time employee and has been
a participant in the Employees' Pension Plan since April S, 1977. Ms. Watson resigned from City
employment effective May 7, 1993. As of her resignation in May, Ms. Watson will have
approximately 17 years, of service and 16 years of pension participation.
The Employees' Pension Plan provides that should an employee cease to be an employee of the City
of Clearwater after completing ten (10) or more years of creditable service (pension
participation), then such employee shall acquire a vested interest in the retirement benefits.
Vested pension payments commence at the time the employee normally would have been eligible
for retirement. Ms. Watson would have completed 20 years and 11 months of service and be
fifty-five (55) years of age on March 10, 1998, Ms. Watson's vcst.ed pension benefits will be
scheduled to be gin on March 11, 1998, at the beginning of the day. Pension will be paid based on
16 years of service utilizing the following formula: years of service timQs average salary for last
five years of service fim-U 2.5 percent. The cost of financing this pension at the time Ms . Watson
is eligible will be approximately $93,776.413.
Reviewed by: Originating Dept.• Costs: $?3' 77048 Commission Action:
Legai_ wit Human Resource Total ? Approved
NA
Budget ? Approved wlconditions
Purchasing User Dept.: CJ Denied
Risk Mgmt. 1,tA, Current FY ? Continued to:
D!S Source:
Fundin
g
ACM Advertised: ? Capt. Imp.
N
Other D
t ? Operating Attachments:
r e:
a
Submitted by. Paper: [Xl Other Pension Letter(s)
x Not required Request Form
Affected parties Appropriation Code:
? Notified
City Manager Not required ,46--07410-534100-58 ? None
fir«vn.. ., s _ }_: .._ •. .. t.." ? . •' i.. ,°rr .. .. S". . ' ,
% V
,•? ,, C I T Y O F C L E A R W A T E R
POST OFFICE 6ax 4746
CLEAR WATER, FICIRIDA 34618-4748
•L ,? ; Viil
Human Rowumes Department
482.6870
TQ Honorable Mayor and Members 'of the city Commission '.as Trustees of ' the
Employees' Pension Plan
FROM:. Pension 'Advisory Committee
COPIES: Margaret Watson; Michael Laursen; Dan Dcignan; Members of the Pension
Advisory Committee
SUBJECT: Regular Pension-Margaret Watson
DATE: April 21, 1993
The Pension Advisory Committee received an application, for., vested pension from
,Margaret Watson on- April S. 1993.
Ms. Watson was employed by the City on May lh, 1976, and, has been a participant in the
Pension Plan since April 5, 1977. The arnount of Ms. Watson's pension will be computed by
the Finance Department at a later date.
By motion made and duly carried at its meeting of April 21, ' 1993, the Pension Advisory
Committee approved/rccommcnded a vested pension for Margaret Watson in ;accordance
with Section 2.107 of the City Code. This pension is effective March 11, 1998, at the
j beginning of the day.
I
I hereby certify that the Pension Advisory Committee has approved the granting of a vested
pension for Margaret Watson and the above dates are correct.
Chi an, Pension Advisory Committee
Equal Employment and AtIFrmative Actson Employer'
APPLICATION FOR VESTED RIGHTS PENSION '
Margaret Watson being a person leaving employment
with the City of Clearwater, Florida. and • having completed ten. (10) or more
years of credited service, such service having occurred during the period
from (date of entry into Pension Plan) Aril 5 1977 to (date of
resignation) May 7 , 1993 hereby makes application to receive
the vested rights pension provided for by Section 26.49 of the City Code or
Ordinances. As, such former employee I understand that the pension requested
will be computed pursuant to the provisions of Section 26.34 of the City Code of
Ordinances.
1 hereby further certify that my date of birth is March 10, 1943
The date I will begin to, receive my reduced pension will be
March 11, 1998 '
Further, 1 additionally certify that I have made no application seeking to
obtain a return of the contributions that I paid into the pension fund during
the period of my employment set forth above; I have not been convicted of a
felony during my period of employment; and I have not received any other
type • of pension from the City.'
WITNESS SIG`i T
23 Sophie Avenue, Palm Harbor, FL 34683
ADDRESS
STATE OF FLORIDA Administrative Services
COUNTY OF. MELLAS
DEPARTMENT/DIVISION
Sworn to and subscribed by me 496-44--0345
this a day of SOCIAL SECURITY NUMBER,
A.D.?
?t? r
'"A
A WARY PUBLIC
r,MTARY pMLIr. STATE OF FLORIDA
14Y COM115sIoN EXP SEPT.24,1994
z0HDED THRIJ GEJ ERAL INS. UND.