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01-18-1994
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' : • ' , '' ! , � ' . ' . . � . . . . ' . . . . . , , i ._ . . • . '. . . . - � . . ' , , . ' . ., ' . ' , � • . . ' . � � . ' � . � .. ' . . � ,. � . . � . � . � . � . ' � .. . , ' • . . ' . , � . , , . ' ' ' �. ` ,� � � � � � � � ��� . � ' , ' . � � � � . � ', ' . . ' .� ii . _ . . ' , • . . , � - � . . , � �, � � ' �. , � � � . � � ' �. � . . . ' �� ' ' , � ' r . , • � . . , . .' . �, t , � .. . . � �� . . . . . ' . . . ' � . . r ' e � ' .. . ' . � ' • , . . �` � ' . . � , � ', � .. . . • . , . . � � • ' E �.' � , '� � , ' . , , � . . . . , � � ' 1 ` • � • " � • ' ' � � . ; . , , • , . � i ' , .,,. .� . . .__-- __ _ r������ Q •� ��/ ! t;�t� ' , ' : � � . ' - . . ' ' ' ' , • . • • ' � [' : . ' ; .!� ' •`, . � . ., . . , . . . ' ' . � . . . . . , . � j' 1;', .. ! '.: ', ' . , �. � , � , . "°. � , � , • • , ` . . � . . ,� . . ' 1 . : . , „ � ' '� . : . ', • , . •. ' , ' . i � � , . ��', . . . . �. . � ' � , r� ' . , � , ' � � . � . � ' � ' . ,' ' ' ' I' .. E' � .. ! �� �. � . ,�. � . �. ' . � ' , l. , � , . . , . . ' , . , ; ''' . . ,. , ' •f , 1 � e, , . � . . �,, �' . , . � 4 , � � � ' 1� , , , • ' ' . � , ' � ' ' I � :,�'rY�"•,:ii`� � '>;.•'�' ':ikr , ���.F;, 1 .,� �- .a ' . , . • � ... -5��: , '1 . . i�3 , .;..'.i� •Tr�.w .- ... . ...... � .�;^, riyji•:'�°Y,'�4`�. .e.l.s,, .. �'t; , .. � ,� . . ,. . , . '!!' . . , . . , �' , . . . . , °,� • . ,. . . , , ; . , • .. . '" , , • . : ', . : , , ' • ` • • . , � . , � . • � ' ACTION AaENDA ' � . : � . ' ' � , � � �o�rd of Trustees vf the �mploye�s' Pension �und , � . � . � �f: � , • .� , Tuesday. .lanuary 18, 1994 ' : . >:. .. , , , � � � 9:0� A.M. . , ' .' . � � : 1. ' Call to order 1. �� .11:24 a.m. � . . ��� 2... Approvai of Mi�utes � 2. Approved as submitted. � ,� af � 13194 � . . ; 3. �iequast for acc�ptance � 3. Approvea. . , � � , . i�to membershi�: � � ' � � . � .' � ai �avid �le��her . � ,� � . . . ' ' . � . � b? Samuel � L. Dukes �` , � ` , � - , � 'c} Catherine M. Markham � . � � . ' ' dy Jahn W. Ctilo, Jr. � . � � . � . �.� : - e} John G. Henry � . . . � , , : . . f? Susan H. 6urns ' � � � . ' . .� � ' � � g} John H. Coombs � • . ' � � , . . � . . �} M�ry: Waad � � . � , � . � � � ' ' , � i? Mark Hannah . ' . � . , • . � � ' . . . � j) Patricia Su�livan . � � , . �• , � k) Patricia Hirt � � � i) Timothy Caitfwett ' .E . . . . • . � � m1 .�on M. Wiibur � ' . � � . n} Ftobert D. Jae�er , ' , � , o) Darrell Dnn � . ' � � � � 4. Regular Pensian to ho �ranted: 4. Granted. , ' • Gustava A. Ne(san. Jr. . , � , 5. Regular Pension to b� granted: ' S. Granted. � . . � � E1tan Reicnardt ' � � ' 6. Nnn-Job-Connected Disability , 6.. Grantsd. . � � Pension to Y�e granted: . � � Lynn Smith � ' 7. Other Business: � , 7. Interpretation, of inahility to _ . . ' . � perform "their duties" re eligibiiity � � ' � � � for disability requested, , ' . . � Changing code re disa�ility to �e � � ' , disc�ssed during labor ' � � � � ' � negatiatians.. . ' _ � , 8. Adjaurnment: � . 8. 10�:32 �.m. ..�.,. . . . . , .. . , ,`��j� ..y...y. .�1, � .' .��. .. � . . � r �' ' . � � . � � f. . }5�'s. S.^ ' . ' � . . � . � . . � , � � , � . ' ; . ' : . . � ' '. ' jj.'. ' . �. . . � ' . . ' • . : �. . .. . �,Y ' ' . . . � . • . . � . � . . � . � ' . y.�' . � , - . . . " . F � � � . 1 .� . . � . ' � ` r' � S . . r ,. , ' � l, � . '' " '. .. V;� ' . ? .i.` " ' '� � . �', ' ' 1 ,• . ' 1' • ' . . ' " ' ' ,'j.q• " . . � . • . ; . . � . , . ' .r . .� ' . ' . ' ,. , . . '' .•, ' • � � . i � � . . . ' �, .. � � ..l . . . ' � � . , ! , � , • '•'.4'� ' �S:i . • •r�'� , • � �. , y :.r. . 1 � � 1 ' 1 . . ' .. , � � I . ` . ' '��1`' �. .'f�.. •1 . F ,+J ` 1 , , • ... '� . "� ' . . .. :y. . ' ' ' � .. ' . . � . +� . ; � � � ' . . �`1,1 . '� I . I . �,''�; . � . '' ' . . � � . . .. . . , ' S � ' � '` • �� . � , ' . . � . . . ' , .. . ' , . ' • . '�1 � � 1: � ' � � , ' . , , , y,i 1�. � ', �.�, IF . '' ' � . . • �' . • . • 1 F ', � r 3 e �r • • . , • . , � . . , ' � i , . r� . S �' � . �. ' .. . 1 . . • ' . , . e . ' i . • . .,, : . ' . , • G. a�.st!(, j...�.,�,�.r. . . . � I � � . , _a � � . � ; e:.- ' i , � ,: a� �l�.l�'�;.�*c-!';xi..nF..,a �' .. �►�r.11h�%'.°•tf,)t�i,!'t,:s�-;$',�:.;F;'.�g,acr:=;;:. , , . � , .;llv. - . ., ., •-- � ... �tr: , . •.1;.;•.., . . , . , .. ���'�: , , ' . -i=�"� � ; .. ..'.�n � , . , . . � , . . ' , ' , • . , ,� , . .. . . . . . . ' � � , ' , � , . . • � ' i . . . . , � ' . ' . . i .: � . . . , . . f �: • � , � � � - � AGElIiDA ' � • " � � i ' - . ' . , ' . � Bo�rd of Tr�stees of the �mployees' i'ansipn Fund � . � � � , ' . � . , � ' . � Tuesday, January ,18. 1994 ' � � , ' � � � � . . , . . . � . ' 9:00 A.M. � ' � ; . . , . , . > '�� i � ' . . . � � s • . . � ;� 1.,' Caft to order � �. . I - � . , � � ' . � ' � ,2. Appro�al of.Minutes ' . � . � . . , ' . . ' . �.of�1/3/94 , . . . . � ;' , , . , . , , , . , � � � : 3. , Request for acceptance . ' . . � � , � � � �� �' ' into,membership: � ' � • � i� . . • ' � � � � , . . , . . . . � , ; , . � . � .' ' � a} David Fletcher : . . , . . � � � ' � � � b) 5am�ef L. �Dukas . ' . , • � � � ', , � � cj �Caiherine M. Maricham . � � . . ' i� . d) John W. Cote. Jr. . � • . . . � ,I �.�; ' � ' e1 John G�. H�nry , ' ' . � . � . , �, . ' f} Sust�n H. Burns . . . . ' g? Jof�n H. Caornbs . , . � � h} Mary Waad ' �� � , , � ' .� , � , i} Mark Hanneh ' . , � I � . ji Patricia Sullivan . , . . ' � . ' � ' � . k) Patricia Hirt ' . ' . . . � . , !1 Timothy Caldwel) � ' � � , ' � ,� �m) Jon M. WiEbur � � ; . , . . �} Rob�rt D. Jaeger . .. ' ' a) Darrel! Dan • , 4. Regular Pensian to t�e g�anted: ' .� ' �,, , Gustave A. Nelsan, Jr. � ' . ' 5. . ReguEar� Fension ta be granted: . " � ,,' , : �Itnri Reichardt , , , . � , ' 6. Nan-Job-Connectecl nisabiEity � � � � Pension to be granted: . . � Lynn Smith . � � , � ' . . 7: Other Business: � � � � • . � , S. , /1dj4umment: � � � � � i. � . ,� -' � .., ';, . � ' . . . . r , � . f • . ' � � ���in � � � �' Ma��t�� oet�: Agenda Cover Memorandum Trustees ot ihe Em lo ees' F'ansfon Fund � SubJect: Merr�bcrship in Employees' Pension PIan Recommendation/Motion: ErnEaloyec(s) listed below be accepted into the Employces' PenSion �'ian i�s recnmmended by the Pension Advisory Committee. � and that ihe appro�rigte offfcials be authorized to execut� same. �. �.,,,.��,���.�..�.�--- ---- - -- -- � - - - . - BACKGROUND; . 1► �tEi Enrrr. +�� Duvid Fletcher, Muintcnance Wnrker I Samuel L. Dukes, Uti�ity �hemist Ct�therine M. Markhum, WWTP �per. B. Jc�I�n W. Cole, Ir., M�ini. Worker I lohn G. Henry, Property Guard Susan i-I. Burns, Policc Re.cruit I Jahn H. COOi11�75� Gas Tcct�Rician I Mary Wood, Staff AssiStant I � Mark Hanna�, Ec?uipment Oper�tor I Patricia 5ullivan, Board Reporter PatriCi� Hirt, Staff Assistant I Timothy �aidivell, Computer Operator Jon M. W'sIbur, Tree Trirnmer Robert D. }aeger, Gas Technician I D�rrel! Uon, Public Service Technician Ptt�c Rcvicwed hy: i.egul . -..._ NA f3ud�et �NA Pur�husing " NA Ris1c Mgmt. • NA CIS.,,_, NA � ACM , ,._., 7��rZ---__ Othcr ._..,._„ N-A Subm�tted by: M�n Seniarity �f}��DIV. �iP. Pub, Wks./Pu6. Scr.3129193 f'ub, Wks.IWPC l] I l 5/93 Pub. Wks.IWPC 11/15/93 Parks & Rcc. � 1/29193 Gas 3/8/93 Police 12/13/93 Gas 12/1 3193 Centrai Pcrm. i I129193 Parks & Rec, 1 1/2 9/9 3 City Clark Z 2/13/93 Pfllice i 1/29/93 DOASICIS 12/2 719 3 ParkS &�2cc. i 211 319 3 Gas 12/1 3193 Pub. Wks,/Pub. Scr.12/13193 Pension ���1V�• A�4 3/29193 11/15/93 11/15/93 i1129/93 12/1 �193 12/13/93 ! 2/13/93 1 1/29/93 l 1129/93 ! 2/ i 3/93 1 ! l24193 l 2/27/9 3 i 2/13193 12/ i 3/93 12/13/93 OribinutisEfi Dn�t�Costs: I Cummtssian Action: I�Iuman Resourccs Total � ❑ A�provcd --' ❑ Approvcd ►v/conditior�s User Dept.: Current PY ❑ Dcnied ❑ Cnntinucd ta: Acivertised; Datc: Pnp�r: � Nos rec�uired Affected parties ❑ Notificd Q� Nat required ruitiding 5ourcc: ❑ Cnpt. Imp. ❑ Opers�ting ❑ Othcr � A�prnpri�itiari r'ode: Attachments: Lettcr(s) ❑ Nanc i �E� � . � ` . .�� 1 ' 11 . ' ' ' . ' . . ' . . ' , . .. ti � . .�' .. . . , 1 , . ' ' ' . ' '1 � ' ' � . , 4 • . I ' ' . • . � . . � • ' ' . ' ' . ' ' ' ' , , . . , . . . . � ' 1r . . ; , . . . . . + ' . . . . � ' , . , , . .. . . . . .� � � � . . ' .. . � . �. ' � . . � ' . ' ' .� ��. , � i ' '3' . .. . . ' �' . . , , . ' ` . ' ' ' s . . . ' � , � � . . . . � . . . i r ' `' . � . , , � , ' ' � � . +�!S"i.it"?!�f�{.`"'.E � , ;g� rk., ��F`�o ,'7`•il". . . ' 'I :1;.: .I..S•+,.} . . . , • .. . � . ' .. f . . ' ' r'. ' �.1= . . � . . . , • r ,' . . , � ' CiTY UF CL�ARWATEI� . . , � EMYLOYEES' PENSION PLAN. � , PENSION ADVISORY COMMiTTEC TO: 1'ensiori Ttustees � ' ' ' ' � � �� ' �ROM: � Pension Advis�ry Cammitter. ' . . 5� � . ��5UB.IECT: Rccommendntian for Acceptancc intn Pcnsian Plnn DATE: Dcccmbcr l5, i993 � ' As Trustecs af the. City oF Clearwater F.mplayees' Pension r�nd, ynu nrG I�creby natiiied tliat thc etnplayee{s) listed below hri��c been duly examined by n lo4nl physician nnti euch has been dtsigt�uter� us a"Cirst cluss , risk". . , These etnplayees ure eligible far pcnsion memb�rship ns not�d in the Pension Lligibility Dptc column bclow, and it is thc recommendatian of the Pension Advisory Committee thnt they 6e ucccptcc� intn membcrship. mc. �ob. C14��, & De t.�,/T�iv. . John G. Henry, Property Gunrd, Gus 3ysten *Empioycc hire�l fram Fermanent part-timc ta . fu�l-time perrnanent status, Hirc dutc reflects dute hired as permnncnl purt-time. 5us�n H. �urns,, Palice Recruit 'i, Pofice Dcpartmcni 3ohn H. Coombs, Gas Teci�nicinn I, Gus 5ystem Mary Wood, 5t�ff Assistant I, Central Pcrmilting Department Mnrk I-ianntth, Equipment Uperntor I, Pari:s & Recreatipn �epurtment Patric:i� . Sullivun, I3unrd Rcportcr, City Clerk's �TCicc f'ntrir,iu Hirt, StufF . Assistscni I, I'alicc Depurtmcnt '1'intiothy Ca�dwcll, Camputer Oper�tor, Adm'snistrntivc ServiceslCIS � 7an M. Wilbur, 7'rec 'Crimmcr, Parks & RecreRtion : Dcpurt�ne�tit � Rabcrt D. ]ac6er, Gus Tcclu�ician I, Gas Syst�:m Darrcll Uan, i'ublic 5crvicc Tcchniciun, Pubiic Warks/Public Scrvicc B�� 5171�33 ?OlZO/G7 I U12I4 i 212 i 147 j 0121154 9/2115f1 3/7/36 SI111G4 I 21915 8 5/71fi8 ! 2l91G3 Hire I}�►te . 3/81h3 !21l3l93 1 2! i 3193 1 1129193 1 I /29/93 12/13/93 I 1129/93 12/27/93 12/13/43 I 21 I 3/9 3 12/13/93 Yenaian Fli�. 17nte I2113193� I 2/1 3/93 1 2f t 3/93 i I 129193 1 1129193 12/1J/93 i ��Z���a ( 21?.719 3 121! 3/�}3 12/13/�)3 I2/13193 � " ' 1 . .. , . , � . ' • � " , ` � . � ` ` oS : � �,3. ' i� • � ' ' . . ' ' � ' , ' '1 , .,� ' ' ' 1 �. . ' • ' �i . ' . ' • � • ' ' ' . . . • • • ' . . ' . . � . � . , i ' � . • • • � . .. . _ i ' ' . , � . .. 1 � , ' , � . � • ' j � w , .l . . . � ` � ' . . � , .' . , 1. � e .I .1 . '' • ` ` ' " � , '' . � � I • �i4 I> ; � '. , ' � , ,.. ', '� e ' 1 ' ' ; ' ' . ; � . . ' .. " , � 1' � . 'i � ' • 1` ' � � . , 's �. . . � �.1; e" , . ` . . � r . ' . . , ' � ' ' ' . � f .. .. , . . ! ' 1 , + .. ' � ' � . S 1 f ' , t' , , . . ? ; � � � � � + ' . . '' ' . . , . , ` • : r ; , , ��,� � +. . . f 3.' x��i'/\le`.`j � �. i�1,.1;}':.'i ' I . �'�1'F . . ' �'� . ' ` .. �.d'.'P' A�'J 4¢y; i,i'� ([j�j�'':'i4"`�{' j i'5:���i ' °�Yl�=f<'..(�;L,.f4 �:,�r� : � y.�' • F' ,'l��<�I' . ,. , . . • � ' �,. . .e�'..�r'`.��r.�lZ�ii�...�.•�1`f.�r�1.'�.il'. . .i��fl�.��l,'... ��.....��:9: %,` , , ���, . . �S. . .. [' . . . , ... . . . � � . " ,'1,' . .�7' , .� . � . �, ' ' ' . ' � • ' . , � ' ' . ' ' . . ' ' � ' . . ' . � ' ' . ' ' ' j j' 1 , � , ' ' . � ' , � , ' ' , I , , .. . � . , i , � C1TY O�' �LLARI�VATCR . . � � . . � � ,' , � , , � EMPLUYE�S' P�NSYON �PI;AN � � . . • , ,,.. � � PENSION ��DVISORY CQMMITiC� � • � ! . ' � . . ' � - ' � � . � . . • T(3: � Pansinr� '1'rustecs . . ' . � ''�- ,� . H"ROM: ' , . E'ension Advisory Committce � , � . , � � ; � SUE37EC'1'; � Recammend�iion for Acceptunce iitito Pension PIan ' � • . � , i � � DATE: Dccember l, 1993 , ' , • . S �As Trustecs af tl�e City oi Cl�arwuter Emplayees' Pensior� �und,' yau arc hercby nntifiecl that the. employec(s) listed beloN� have been duly exa��incd by u lacal pMysici:�n anr� �ttch hus 6ecn designnted �s � "first class risk". � These, employecs nrc cligibic far pensioci membership us nated in the Pensinn Cligibility' , Dute culumn bclow, nnd it is the rccnmmendatian of thc Pensian Advisary Committee th�t tliey bc ac:cepicd inta mem6ership, � ' • � � � , � , . � � � �ensian L�lig. � Nnmc. Jnht Cin�,, & DaR�,(Div. , f3irth Date �irc ilute . p�� Dlivid �letcher. Maintenancc Warker i, � 5/26169 3/2�)/93 3/29193'" Public �VurkslPu�lic 5crvice ' � � • , *Employce WAS rc-empiny��! 111�4193. Aid not wi�thdraw �ensian cantribvtion. Hirc date anc! pension cligibility dutc adjustec} ucct�rdingly. Suinuc� L. �3ukes, Utiiity Ci�emisi, ' .Fublic WorksIWPC �Ati�crine M. Markhun�, Wastewatcr �Treuttneiit 1'lunt Uperntar f3 ,i�iin W. Cole, ,)r., Mainlenanre Warkcr I, 1'nrks & Recreution De�urtment � 51'7149 il6168 9/23163 11/15/93 l I/IS/�J3 11/29/93 1 l/15/93 I i/i5/93 11/29/93 , , • . . , . .. y; , ' . , „ ' , ; , � . � � . • . . � " . � ' , . . � „ . . � , .i. ', , •�'. . + . .� .. � . ' ' � � ' ' . � . , . ' • . ' . .� i+ ` 7 � � � Ile� � I � � � - � � ' � , � . � � � � � Meating Date: ' Agenda Cover �Il�morandum � TrusRees of tlao �m lo aQS' pensfo� Fund Subjeci: � ' Pens�or� to bc Granted, RecommendationlMotian; . Em�loyee(�) listed Uclow be grant�:d � re�ular pcnsion under Sectian(s) 2.�9G of the Empluyccs' � Pension Pl�n :�s recommended by thc Pension Advisary Cammiitee. C� artcl that t�e ap ro riate o��cials t�e auihorized to execu#s same, � ' !]AN!l±dP1f ff.tr1. Gustavc A. Nelson, .Jr., Police 4�ficPr, Pulice UepArtment, wati empiayed by the City on June 3, 1974, and begrin p�rtic:ip�ting in thc Pension Plan on June 3, 1974. His retirement will t� e efiecti�e on �unc ?, 1994, at the begin�in� of thc day. Mr. Nc�san's pensian �was approvcd by t�e Per�sion Ac3visory Committee :�t its ���ccting of Deccmbcr 1S, 1993. BASGC� on an ��er;�gc salary of ugproximately $38,178 over the past five ycurs und the formu�a for computing rege�lar peris'sons, Ivl'r, I�elsan's per�sion wiIl appraximate $19089 annually. Charts .from Fi���nce which take into considerutian mortllity rate, 1nd age reflect the "preserit v�Iue cast of� financin�" this peqsion will i�e ap�rraximate;iy �208,�92. � Page Reviewed �y: �r�ginatfin� Dept: Cos#s: ,�2D8.�92 Cotnmissian Action: Hutnan Resau To1a) Legal NA ❑ Approved T3udget NA ❑ A�praved wlcnnditions P�irch�sing _1[A User Ae�t.: � Current CY ❑ Dcnicd Risk ��gmt. �� ❑ Continued to; CIS _ Funding Saurcc: ACM D�— Advcrtised: ❑ Capt, Imp, Oth�.r __, NA Dute; ❑ Operuting fi�;-? Paper: ❑ Qther i'ensi��n Atluchments: � Not required Subrttltted by; Affecied �ariics ApprDprinlion Code: ' I.etter(s) ❑ Notificc� � Not rcquired ���-n7atn-�n�oa-sK5 � Nonc _ City _Mnnfiger ��r . ,, �. � , • � , , . , . . , , � . ,, � . � � . , '. . . . � ' .. � �, ,�� .. . . � .. . ,. ; , . , , . . ' , .,. ' � ' . •' • � ' . ;,.� ' ' � � , ,' � . . ; . . i.r I , . , � . r� . . , � . ., � . . . . .. . , , . . ��� . . • . � f�: i t� .. ' . . � • ' . , . � , �,� � ' . . . ' . . . • • . ' . . � , � • • � � . ' � ! . =�t ' . ' . �;.e. , .. �.:.. ; , � � .. . F:�.'�i�.i`�'� ,3`:j'�'r�%'a,.r.....��.f�f�i!'�'°�i}fJC%�'�.d�.� . _, .. .�n...'t• . . ," � � .�,. . . . . Humen Hvsources Onp�rtmant � . 482-BB70 ° ' , , ,. � , � . ,. � ., . . � �o '� . . � . , . � : . ' . . . �) S t�. 1 � � • . 1 C I T Y � F ' C L E A R W A T F K � . , � , �asr o�Fr,c� gax a�aa CLEARWAT�R, FI.OAIDA 34818•47d8 � HonorAble M�yor anci Members of the City Commission us Trustees oi' the �mFloyces' Pension Plan H"ROM: Per�sion Adv�sory Committce ' , CUPIES: Debbie �:�i2ey, Payral2 5ervices Man�g�r . �mployee's File . SUBJECT: Regular Pensior�-----Gustnve A. Nelson, Jr. DATE: December l5, 1993 , ' ° Thc f'ension A�dvisory Cc�mmittce received an applicati��n for regular pension f'rom Gustavc A. Nelson, Jr., on becember 1�, 1993. ' Mr. Nelson was .employcd by 'the City ot� Jurie 3, 1974, ar�d hus bec;n a participant in t h c i�er�seor� 2�lan' sir�ce J�ne 3, 1974. The �mount of Mr. Nelson's �et�sinn wii! bc computeci hy the Finance Department at such timc �s his last five years of service �nd salary can bc calcutlted. By ination r�tiadc and duiy c�rrieci at its �ttcetin� of Dccer�ber t5, 1993, tne Pcr�sion Advis4ry Committec approved/recommended a regul:tr perisi�n based on years of scrvice Fnr Gustav� A. N�Ison, lr., in �CCOI'�3IlCC with Section 2,39G af t�ic City �ade. Tliis Fclision wi � 1 t�e effecti�e on June 7, 1994, at tl�e beginning �of thc day. I hcreby certify that the Pension Aclvisory Conimittce hAS appraved the �ranking of a regulur retirement pcnsior� for Gust�vc A. Nclsnn, ]r., and thc abovc datcs �re correct. . , S I�'� • t�Er�l � '� Ch ' nan, ns'son Advisory Committce ��� "Eq,u81 �mploymonl and AllirmAlive Aclion Emplayar" .� . , .. . . , ' � . _, . . � . , .. .� � � t , j . •. . , ' E . , f� . �� . . . . .. ' , . . , ir 7 � . 1 . . . . • ' ' � � ' . � . . .. i.� . . . , � 1�.� � ' '6 . ' ' ' � � , . !' t . �. 9• . . , ' . . . , - • , 1 L ' . .. ' � � . , ' . ' . . J � ' : . . . . . . �^Y :' � �. ,. � N.. �. . .... . . . � `r ,� . . � ... � i• F .. , . ' [ r . ' . . � � , � � _ • � .�...�. m ' � � .. , . • ��1. . , , � , - � P�tvs�orr REQvES�r Fo� � � .,. • ,.�,., , � ' Gus�ave�A. Nelgan,. T�.' .. . �L�, .. �. ., . . . �. , . � ...�N � . . .� � da hereb� apply. : for resirement ' • froar th� Gity fl� CIearwatcr General �mpiayccs' F�nsivr� Piaa� , .. � . ° � . ,. . . �. • My henefits dat+e is June .3, �.97� .(�ntr� d�ce inta pe�sfan pla.�) . ' . My date af hi�'e is ��ut�e .3, 1.97q .. My hirthdap is Apx�.]. 26, 1.951 ' ." � , ' MY .10�� . cias�ific�tion is �. police o�fic�r � � , , and I work . , � �� � �o�.ice Department„ � �a�°1 ,� Divisian. � My resignation .date is '�'�`� �� �994, at the beginna„ng o� the day ' Thc cypc of pca.siaa . for wixici� � am app�yiag is (chcsk aaly ouc�r ' � x ' Regular i'easion based on ye�rs of sen►ice �. - � . � 3ob-eanttected �}isai�iIitf Pensiaa � ' No�-�ob-�onacste� Dis�beiit� Pcnsiaa , My spau�a's name is: a�o�ah L. ' r De�cndeat ct�ildren under the agt aC 18 �nd residiqg in mx �a�ehald a�r: , Apri1. M. Dece�nber ?, i97T , (Print (�ild's �uil Na3ucy (CIii.id's Dau af Birrh) H�a�he�c A. Oc�ober 11► �980 I hereb ta be uue aud correc� tCiR � . DE6C]4tAH K �`� I�Ort'ARY I'U�LiC STA'['� OF'FI.�3tIDA . C�t�rEM15510N l�O. C�3� • . . M t7M I�QN WiP, 1AY �� (SigA�turc) . IIecember 14� I993 ���4 (Date) , (Natary Public) � � 1'�eboro�k i�. .S'�r.� �`� �. .. - - 0 • � ,; , . , . . � , � � „ , , . � . , . . . . ,. . , . . � , . . . . . ,� . , - • . . . . ' . ' , . . � . . , . �r.�. .��,:� ,,.��......, , , ' • ' • . ..._...... �.z �. � s�. , . ,< ,,.. . e. �. ,. t � , �: � .,.. . , . - - .' , ' ■�. '. . 0 r , . �, , , ' � . CZTY 4F CLEARWATER � . " � ' � GENERAY. EMPi.4�EFS' PEiYSION Pi.AN � '. O�''tIONS - POLICE OFFICERS QPIZQN #�1: , Employees c�nt raccive a iump sus� paymcac far vacation u�d . � t�a�iday p�y �ad 1!? of accrued sicic leave At t�a time� of . • SCp3f��1pR fram the City. There will ha na 8�7o deductioa for peasioa fro�n this iump sum paymenc ttar will ttiis amount count as earuings in the ��leujacia�• af the �CIiS1dR. The tasc aay oi worlc wil! bc the teraiinauon dace az�d pet�sioa benefi�s , will bcguz th� followirag dxy. , OFZTON �Z: Euzpioy�e c� e.cte�d terzniAacipn date by thc timtc dun far (Oulq avail��ite tv vacatiau, �olictay pay, and !J? of accrved sick leave. ' eusplovees birecl Terntinacion dace will he th.e fiaal day of oxsended cime. prior to i011190) Pension benefics ' wili begin the iaElawiag day. OFTIO►Y K3; Ecu�tayecs c�n s��ic ctteir zccus�uiaird sick cime �t � (Onlp availabie . ta onc-quarrer pav :nd anc•cjliarcer eariy r�cirement cime. That e�ployees �ired porcion rcceived as one-quarter pay wiIl Qo� �avc 3� pciar to 1013,l90) deducted for pension nar wiit ic C6t,Lili xs e�rnia�s in the cziculscion oi the pcnsiar�. T�a �ortion ag�lied iDw�td early " rc�'trerttent time will �e subject ca the 3�'o pension deductinn 1nd w'tll count as e�rnings For peasiaR csiculations, i`ermin�cion d�te wii[ bc the tinai dav of extended tiaic; r pcnsiott benefics w�li begin thc €ollowi�g �iay. � M l� lr al � r� � f.� a1 1r tw r fe w 1� ry1 a� r r r w i� r ri ae Gustave A, Ne�.son, Jx. I, , an �m�ioyce of tfrc City af Ctearwatcr, hcreby apply foc PCfISIQiI bcncfi�s �n�cr thc r�acr�! L�mpioyezs' Peusion Plan. i herGby cectzfy that I fully uudcrstanc� the chrce aptions offercd to me. I choose ta rccire usin� Q�cion n ` and wish my bcnefits �a bc calcuf ated under this optioQ. F understand that oncG this form is signcd, my dccision is irre�ocabEe. E1r�L0YEE'S SXGNATURE: _ � � SOCIAL SECLTRITY �: _ zsz��o--�A� .. — — ADDRESS; „_ _17�� Th�mas Drive � � C�.earwatex, FI, 34619 � � `'�-Q— �� � DATE: _ December 14, 1993 �, . . I� . _ _ � �i �� I ' . i ! � . I�r ''. ' , , , • . . , . . , . ... . . . , � r � Y ' . " ' .+� � , ' ��Ofrl # `�`;, ' � � ` Meeting oata: 4 ' ' Agenda Ca�er Memorandum ' __ _ � Tr�slaos of the Em�ioyees, Pension Fund ��oi i�s��rrrrr���i�rr���mu�����mr ���rr+r�rr�r����n■ � u+r� .�3Zl��8L't: � Pensio� to bc Granted. � Recommendat�onlMation: Employee(s) listcd bclow i�e gr�nt�d a re�ulur pensian under 5�ctian(s) 2.396 of the EmpInyees' Pension glttn as recamrnended by the Per�sion Advisory Committ�e. ❑ and ihat the ap�ropriatQ ofiicials be authorized to execute same. _____ rl��� � wYY����i irrrr���w ir�������� ___—_ ____ iw� _.y� QACKGROUND: - Elton Reichardt, . Building Inspc�tar �I, CentrAl Pcrmitting De�artment, was �rn�loyed by the Ciiy on September 1�, 1973, and begnn parEicip�tirt� in the Fension Plan an Se��tember l2, , °, l973. His retircment will be effective an danuary $, 199�, at tht beginning of the d�y. Mr. Reichurdt's . pension was �p�roved by th� Pensian Acivisary Committee at its m�eting aF December 15, 1993. Based on an average s�lary of approxirt�at�ly �$3�,33Q over the past five years :�nd tl�e t'armula' for comgutitig regular pensions, Mr. Reic�ardt's pensian will approximate .$17,422 annually. Charts irom Finacice which take intn cansideration mortaiity rstes �nd n�;c ref�ect the "present value cost .of finnncing" this pension wili be approxirnately $1a1,442. Pt�ge Reviewed i�y: prigtseuting i}ept: � Hu�nan Rcsaurces Le�al ___ ,�, I�A ..c•L'L. Bud�;et ._„ _N_A Purchasing .,.�N� User De�t.: Risk Mgmt. ,_N.B C�5 ,�NA ACM �2`- Advartiscd: Othcr .�.�A Date: ��'i� Pu�er: � Not requirec! Si�bmltted by: Affected pnrties � ❑ Notified � Ndt requirec! Mana Casts: �Q 1.4�� Commission Actio�n: Tatal ❑ Approvecl ❑ A�proved w/conditians Current FY ❑ Denied ❑ Continucd ta: runding 5aurce: ❑ Cnpt. [mQ. ❑ OperatinE ❑ Othcr Pensi�, �lituchments: Appro�riation Code; Lettcr(s) 64f,_m410-�30100-Sg5 [a Nonc '+, r., '�' ' ' .. . � �,, , . ... .,. .. � I ' . i ' .r. . � 1, v.f - e '�. , . . . �. . . . ' . . ' , . + � ' . , � , , t i � . � �.r':� ` , � . � � � ' ! .. , ' ' ' ' .' � . . r '. , . ' , � . � e ' ' ' . . � , • ' 1 . � . � , ' ' . � t�� , . ' , � , t', , `' ' , ' .. ' . , , . ' 1. . , . . • " : , ' ' � � ,F ..:J. - '➢`. , i .r� r. . . j�, , . .. . ' . . r � . � . , 1 , . , ., � i . ?9�'i..�7�� - f' , '� .� , ;, '1: , . i � .' . � . . . � .. � � � ' , . ' ' , , � , ' � " , , . . . , „� y . � t ",'�'! .. ' . !!. . - ' , ' � ' . ' .. , , ' . . . . ' i ' ', ' • . ,j''t ; '�' .t,� �1 �1. ' . '.i!', `1�1 r ' ' ' � " , I , . 1' . . . . � • � f � . � ' � ' � . . . +' '1� }� ' . � .�� . . . .. . . ' �1 � ' • .. . . . . � . ' � . • '�i,^. ', { . , � . !f . . � ' , 'i' . ( . !1� � , , , ' ; � . . , � , � . , � . � � ';;��x� 4y;Ti}. . ; ; . ,. '. ^ ... .� •. ' . . . . � . � la . ' . ' ' . . ' i. V i� � �1�� 7 � .. �filr�ai�tvwl .1,'�rtij;�'!,'M�.w.�n i/..Llrcilia+��E. i� xrS�Ar�l:�. �. . �.I' . [ F. . � f.:... ,i , . . . . , . i .. .. .� . . . .i �... i . , � r ..� ,.. ' . ' � . . . . ' i � } • � f 1 R3 , ' ' ,`��E����.��.���`� . ���� .i,,�.� �� � .c-5 ='r'- ,_ �� . ,` ����qr��y� �%�:,;+i i �i� �rrt r���rr.��i�� . � Ftuman Resourcys Deparunont , 482-8870 � � [a I T Y U F,� C L, E A�R W A T E R . ' , � �' POS1' OFFICE BOx d7�e . , CI.EARWA7ER, FLQRI�A 3a61 �•47q8 Har�Qrable .M�yor �nd Members of thc C'sty. Cnmmission us Truste�s of �thc Empioyces' Pension Flnn � FROM: Pensinn Advisory CamrniiEee �. CUPIFS: Debbie BAil�y, Payrali Services Manager , . ' . Employee's �ilc ' � � SUB�ECT: Regular Pcnsion----�Elton ReichardE DATE: , Decembcr 15, 1993 � � The Pension Advisury Corr�mittec received an ap�lication for regular pentiion from Elton Rcichariit on D�cember 2, 1993. . '� Mr. R�irY�ardt w�ts ecnployed hy the City on September 12, 1973, and ltas been a p�rtici�yunt . in the Per�sion Pla.n since September 12, I973. Th� nmounl oC Mr. Rcichardt's� pensian will be cornput�d by the Fi�a�nce Depariment at such time as his last five ycars of servicc and sainry can be� calculated. By motian made And duly carried ut its meeting of Decembcr l5, 1993, the Pension Advisary Commiuce approvad/recommencied a regular pension b�sed on years af service for E�tvn Reichardt in �ccordance with Section 2.396 0l' the City Code. This �eri�ion will be effecti�e on Jnnu�ry S, 194�, at. tlis be�innin� af the day. I hereby certiFy that thc Pension Advisory Corrimittee has approved thc granting of a regulur retiremcnt pensinri for Elton Reich�rdt and the above dates are correct, , �'- �1�i � rr�r�2 C�' m r�, Pension Advisory Committee � , ��� � "Equ�l �mpioymenl and Allirmative Action Empinyar" .. ' � il .� � ' � ' . � • � � . � ' ' ' , ' . . ' . .. r � , ;!' , , , • � '. • �i, . ' • • , ' • � ' ' . • . ' ' , , � , . . , • ' , , , i � , � . . ' _ .. ., ,:;i,% � � .,�...�,.,. • ,1�,.. .v: ,��:..._�., - , ' ., ' ' . .. ' . ' ' . � . . . ' . ' . . � i� ♦ , . . ' PENSION REQUFST FQRM . , � . . , � ' � ' � � , � �. ' do. hcr�by aggly for retiremcnt� ' •. fram .tha Cicy aE Clcarwater Gcneral Em�loyces' Pension. Plan. • �. �� My benefits . date �C �eptembex' ].2, 1973 (Eatr� date iato pemsiaa plan) ' ,. . � . . My dste ot'hire is � 5eptember i2 .�.9?3 . .. . . My birtttday is . D�cember 51 _1933., . .� � Mr. job clasaiCcatian is �uiiclin�, Tn��,�.,,�� �r ,� ,_,and 7 worlc � � Central Perma.tting D�p��tment, �iivision. � •.. M-y resign�t�on date is January 7, ].9 9 4 � . , The type of pensiqn , fnr w�ticit I am a�p�ying is (chccic aaly oac): .� � X Regufar Peasio� baa�d on ycars of-s�rvice • � � • Job-conaected aisabiiit� Pansia�e � , Non.jat�-cna�ected Disabilitr PensioQ ' ' My spouse's nanae is: Nancy D. Reichardt � D�pendent ct�ildrEn u�der tktc � age of IS and residing� id mr housti�old ara: (Print Child's Fuil Name) (Child's Datc of BiNz) i � i ' i ---� I� ....�..._._.... — . � � ' I�ereby certify a!1 af the abovc tn he true and corrc�� � , (Sigaaturc) pecember 2 ].99 3 � ace; . � - (Not Public) � , NOTARY PUi3LiC, STATE OF FLORIDA. , ,l�lY COM2dIS510N EXPIRES: SEP�'. 24. 1994+ , ,�OHQKa THiiU NOTAAY P{lAUC GNdCAWltfTlRd.i • f .� �;. _ - . .. . , � , -- - --- _...�,.� . � F , � � ' . . . , '. � . . I , . . ' 1 � . ' � , •. . � � �. ��' ` , ' � ♦ f `! � ' � t � , ' 1 • ' � � . � . . � . ' ', . � j . . 'E'. . ��t�.r;r- :r. .�-.., , . ,. ...ti- .. „;,�.... . ... .,,� • . • � � , � �� , ` 1 � � CITY� OF CLk�ARWATER ..'� , GEIYERAL EMP�DYEFS' PEiYSXON PLAN � . � � -aPTIt}NS -. CEI�RA�. EMPLOYEES �; � r . , . • � t• . ` OPT�ON #�.: ' Emplayccs can rcccive a l��mp sum � Payment f�r �� vacation and holiday �ay and Z12 of accr�cc# sic�; Icave . �t ttic timc of scparation from thc City. Thcrc wi�F be no ,$% cicduccian for pensian from this lump swn paymcnr. � , n►ar wiI[ this atnaunt cauat as ' caruiags . ia the � calc�latian af thc pcnsioQ. Thc last day of wor� will ba thc termination �atc and pcnsion bcnc�ts wiii begin � � the foflowing day. QPTIQ�`d f�Z: � Employcc can cxtcnd tennination date by the time due {Only avaiiahle � ta . for vac�[ion, holiday pay, at�d 1/2 of accrucd sic[c �eavc. e�playees .�irc� i'crmi�ation date wi1l be tfi� final day of extendtd time. priar. . ta ��10l1190) F'cnsipn bcncfits will begin th� fo�lawing day. r� t*� i� * f� w* s� i* i i� *� Y M M f w w f� i . ., �. Eiton Aeich�rdt ,�n tmpltiycc� of thc City. oF Clearwatcr, hcreby sp�ly fo� peasion bene�ts uncfcr thc Gez�eral Employecs' Pension Pian. � Y hcrcby ccrufy t$at 1 fully undcrscand thc cw� optia�s off'trcci to mc. I cboosc to retirt usict� �ptio� f# 1 and wis� rny brnefits �o bc calculatcd uader �his option. I undcrstand that once this %rm is si�ned, ruy decisi�n is irxevocabt � EMPf.OY�E'S SIGNATUftE: _ � , 50CIAL SECURITY �: �3gL��Q��520 � yV'iTNF�SSES: � . ADDRESS: _ � 7 � � � • Smoke Tr �nvezness, FL 3�953 , ATE;: December 2, 1993 � � �, � i . . t ' ,. � � . � ,' �� ;' ,1 ■ ;'. ; ' � . ;�' � . ` .' til, � ,s�. ��` Subject: ��� , Agenda Co�er Mer�narandum Trustpes of the Emplayeos' Pension �und Perrsion(s) Ta Be Grantod Recammer�datian/Motion: Itam N Menting �atq; r L.ynn Smiti�, Police Communic�tions Manager, Poiice 17epartment, be grar�ted a non-�ob-conrrected disabllity pension under 5ection(s) 2.396 andlor 2.398 of the Employees' pension Pfan as recomrnended by 1he Pension Advisory Cammittee. ❑ and that ihe a ropriate nfifcials be suihorizeci to execute same. BACKGROUND: Lynn Smith� Polfce Communicat[ons Manager, Police De�artment, was empioyet� �y the Cfty on Dctaber 25, 1972, and began pariicipating in ti�e Employees' Pension Plan on that date. On Apri! 28, �9�3, Ms. 5m�th s�bm�t#ed an applicattQn for a job-connected dis�t�ility per�sion. 4n Juiy 7, i 993, the pension Advisary Committee �PAC) recammendet3 ihat Ms. Smith be granteci a non-job-connectod disability pensian but retain the right to continue to submit addHiona! documeniation to support her raq�est far a job-connecteci dlsaBility pension, Ms. Smith had submikted lette�s irom severat doctors, inciuding a� indapendent medical examination {IME} at the reyuest af the PAC. Tt�ose letiers inaluded an April 12, i 993, letter iram Dr. �evi Cahen whose diagnnsls was major depr�ssaon and w?lich indicated he could not env�sion Ms. Smith retuming to her work, although he wrot� a� additianai letter on Septemtaer 21, 1993, to ciarity 1�is ariginai tetter by fidicating that Ms. Smfth's depressive react�on was r�fa#ed #o a demotlon and the speciiic supt�rvisor to whom she had ta report; a March 19, 1993, letter from [7r. Aian Waldman wha atso diagnosed ma�ar deprossion and indicated that the stimulus for ihe depressian was her Jab sikuation; and the IME irom Dr. Rcsn Lapez, daled June B, 1993, wha related that Ms. Srr�ith has a permartenk Impairment to iunctlon in hQr cammunicaiions manager �ob. Or� August 2, 1993, ihe Trustees oi the Employees' Pension Pian denied ihe recommendatlon of the �AC far �t non-�of�-connacted disabitity p�nsion. Page Revic�ved by: Legul NA Budbet HA Purclinsing �A Risk Mgsnt. �,� CIS N A ACM 41hcr HA____ Submttted l�y: Cit� Muna�er Originuting Dept: Casts: .,, ��l .9�'�. Human Resourcez . Tatal Uscr Degt.: Advcrtlscd: Datc: Paper: ❑ Not requircd Af#'cctcd purtics ❑ Notified ❑ Nat requircd Current FY T'unding Saurce: ❑ Capt, Imp. ❑ �perutir�� ❑ Other Lensi4o_ Approprintian Codc: G4G-U741Q-53QlqU-S85 � Commisslon Action: ❑ Ap�raved ❑ Approveti w/conditions ❑ Det�ied ❑ Continucd to: � Attacltsnents: [.cttcr(s) ����� '�r�,s�-�,e v�;�nc1�-e5 Nane . ''i .. � ,? '��' � . , - � � � ' ' . � ' . , . ' . � ' � , ' � � � . . s. , ' . � , . . . . � � ' � � . � � , . . , � � .. ' ' � ' , . , . . . . � . 1 . � . � . s . • . �i' . . ' . . . . , . � , , � . � ' ' . . .E . . •' . � � • . 1 . . . ' ' . . �. � � i � � . . , � , . . r. . ' , , ' ; ; ' . . . ' ' ' ' � , � , , � , . � , , , . . . � ' _ " � . . . ' . ' , , �. ' �! t. ,. • .'£ 1 . , . �• . .. `j� � : ' ' . ' . . . . . . ' ' . . � , � � . . �,7�-�',i3s:l��it:��'8�.5';:_.. '���R. � i iri�'..ie '��f" I . wF��;" ' . , .°ii <.. � . ' 4.� . . . 'Z � .. ':' , ,�L�• . - 9 .. '3 � '� �, ' � ... . . . .x .. . . . . 1 . r, � . ' i . ' , . , . . ` . . � . . S . i . . . , . . . . - � , i . ' Ag6nda.1t9riF--t.ynR SmrtiL E . . , ' . � , . P�,�� ; . . ' . .. . '� Su�seqctently+ Ma. Smith su�mitted art .additfonat ietter fr�m Dr. Al�red E. Flrem�r� dated Novecttber �� �, 1993, . � whFch related that "...wel1 with�n reasanable medical �certairtty...Ms. Smith• suhers irom- twa� se�ious condit�ons � � '- af inenta� ar�d emotional iitness: " � � � �� � 1. Ac�ta Ma�ar Depressian; DSM 111, 296.2 . , � � . . 2.. Post Traumat�a Stress D�sQrrler, DS�I�l, 3a9,89 ' � , T�tesa cat�tiitions w�re prac�pitated by her emp(oyment wit� t�e� Cisarwater Poiice� De�artmer��- anrf, perman�ntty and iata�iy disable h�r fram conNnuir�g employment lhere...."� '� Ai its meetirtg of December 1, f 893, tt�e PAC rev3ewad all the medical document�##on pravided regar�in� . Ms. Smitht. Base�i an a determination that Ms. Smith is 1) d�sabled frarrt performing her job as Palica Cammunicatlans Managgr a�d 2) the disability is nat job-rei,�t�d, the PAC racommended the granting of a ncn-job-conne�ed disabitity pansior�. � � � Ms. Smith's attor�ey, Mr. Louis Kwalt, pre�osecf t�at tY+e dacumentador� supparts a jo3�-connecied disa�ility . , pensia� anr1� in that ti�e Trustees previausly cejecte� a r�orrjob�-cannec#ed disability pension, it must r�aw apprave,ih� pension as job-cannected. ' . � � Based or� an avsrage saiary ot approximately �w36,32? over the past tive years and the tormula tor cnmputing non-ja�-cannectec! disa�ility perrsiar�s, �Ms: Smrth's pensinn will appraximase �i8,84.5 annually. Charts from Finartce whic3� take 9nto consideratian mo�tality rates ar�d age refiect the "�resant value cast af finar�ci�g` this pensivn will be ap�roximately 5223,963. , '� , w . � ' , . �. ! � ' m , 0 � • �' ' . . ' ' � �� ' , . ' . , � , , �� '.,. • ,; , , . , �, . .. � - . 3 � , .. . . , , . ..,. .. ��. , „ , p... '�ir� �, , , - . , � . . �: � ' ��r�Tk�,,� =ij�. "��,...�� Heursan iiaourc�u p�pars+rrrst . 4�2-8870 . 'Il'} � , • FRt?IV�: C4�'�.5: , , SUBlECT: DAT�: , ., . I� ` I � C I'T 'Y O F C L E A� W A T� E R , � � PO5T O�FIG� ElC)X. 4T48 C�.�ARWAT�W. FLOREDA 346� 8•47A•8 Honarable Mayor anc� Members of the � City Commission as Trustees oF t�e Em�layees' 1'�nsion PCaa . , ,' � Pension Advisary� Commictec , Lynn S:' Smich , � � Dcbbie B�ilcy, Payrvl� Serv�res Managcr � Employ�e's �ile � � . ' � Ptnsio� Evr Lynn B. Smith—No�-jab-COnnect�d Disability Pension � July 7, 1993 . . Thc P�rtsion Advisory Cammittez (PAC) receivcd an application for disabilicy pension from Lyr�n B. Smich on Aprii 2$, i993. � . ' Ms, Srnith has bee� iiatermincd by the Pension �dvisory Committe� to rr:cet the . rcquircments of the Pension Pfan for a non-j�b-�or�nected dis�bi�ity pertsion. . She wss � emplayed by the City on Octabcr 25, 1972; and be�an participating in th� pension pf�r on ; �ctobcr ?5, 1972. �urthtr, he has submittcd me�ic�t' dvcumantation, capies af w�ict� are � �ctached, rela�tive ta his disability which has bcen reviewcd, and approved by the PAC. � By mation mAde and dul}� carried at its mceting of July 7, i993, th� Pensian r�dvisary Committee approvedlrecommended th� orantin� of a n�n-�ob-conr�er�ed disability pensiori ta Ms. Smith in a�cor�ance with provisions of Section 2,396 of the City Code. 'T'hi5 pensian is ' to be efFective on June ll, 1993, �t b.� F�ours into the day. T�e amount of Mr.� 5mith's pension will be calcuiatsd by tha �inance Department ac�ording to the farmula in the Pension Pian for non-�ob-connnected dis�bility perision at such time as her last five years af service and saiary can be compuced. [ hereby certify that the Pension Advisory Commitcee has approv�d the gran�ing af a n o n- jab-conn�cted disability �pensian for Lynn B. Smith and that the above dates are carrect, � � � �����z , t�a' man, Pension Advisory Committee 1 ��'P "Equak Empkayment. and �il�rmal�ve Act�on �mplayer i I . �i ., . f; '. ' ' • . . ,. , . : , .. " , ' • • , � . � � . . • -r .',.. .�..,: . �.. ..,. . . ". � : _.. , �:��: : �;:'t : ,4.�. . s�, . �. : , . . .r , , � . ' . . , � , �. � � a .". .,. .: , � � . PENSION R�QU�.ST FORM � , . I;• L� �. ��h do hercby apply %r retirement from thc City a� Ciearwatcr Gcneral EmpJayeas' Pcnsion Pian. My ben��t3 d�tte is pc�Qb�r 25, �.972 (Entrr datc into pensioa plan) My dtlt� Oi hit`8 is Octobn� 25. �.972 My birthday is SepCemher 9, 3.950 My job clBSSific3tYOn is Poiice Co�vaications Manager ��} ��qr� ���� � �ozice � Department. �����cations Division.� to b� de�eratined . M y r�signatian date is '� � The type of p��sion fpr wt�ich i am appiying is (check only onc): Regular PensioQ baseii on years of servic� • X Job•caaarcc�d Disabillty Ptasion Naa-�ob�connccted Dissbitity Pensinq Duane � . Sm�,�h IV My spouse's tianae is: . Depaad�nt ct�ildren under tbe age af l.8 aad residing in m� househald art: (Print Child's Fui! Namc) (Child`s Date of Birth) I t�ere�y ctctify a!1 � nf the abave to bc uue �d corr�ct: . . �SiSn ��1 Z8. 1993 � _ � Y, (Data? (Notary Fublic} 1C STAiE 0� FLQ�S�� t��Y �- EXP 5E4T.20.,1994 . i+lY C��IS51ml i�� UNO. C��� TMR� GEtiE4A� � 11, • . , ' , .. . . , ' . � t�. . . . ' . . ' � � � , ' . . ' . . . . . �; ' . , , � , ' •. .i . ' ' . , .. . � . ; . ' , . E ' � , ' • i '. • . ,� . �. . . . . . .. . . .�..�I. '��'i� .:9.. � �• �..4� �. . - . ' . . . .. � � . � . r. ' � � ' � +� s�, � . . r r � � CITY QF CL�AR�FATER GENERA.X.. �EMPLOYEES' PE,NSXQN� PLAN � OPTIUNS - GENERAL EMPLOYEFS � OPTxai�i #�.: .. � 0 PTI O N #2: � (�nl� availab�a to cmplarees hired prior to 1011190) , 1 . 1' 'i t. . � . . . � Employcas caxz rcceivc a Fump� sum� ' gaymCnt far vacation and �oliday pay aad 1/2 pf accrucd sick leavc. ac the time o£ separatio[� �'rom thc� Ciry. Tixere �viil be no 8°7n deduction f�r pcnsioa #'rom this lump sum pa,yment aor will this . amouczt �count as ' caraings in the ' calculatioa af tho� pensiaa. 'I'�,c .last day of wor.� will be the tcrminatioa datc and ponsiaa beaef ts will begin the follav�ing day. . Emp�aycc can extcua terminatiou d�te by the time due for vacatian. h4liday pay� and 1/2 of accrued sick icave. Tcrmination date v�islt bc. •iho Fnal day �f cxte�ded time. . Pcnsion bene�ts will hegin the faUowing day. � Y*M#Y�ki�i��t�ki�l�a�iiki��k�e�M�N�t�i�1r • �' iynn �. sr�ith , an emp�aye� of thc City of Cltarwater, hcreby ap�fy for pcnsian bCncfi�5 undcr thc Geaerat ��nployccs' Ptasion Piaa. � I�ereby certify that I fulIy understand the two ogtions offcrcd to mc. � l choase to recire using Dption # � aud wish my bcncfits ta bc calculatcd uudcr this aptivn. I utadcrstand that onc� this form is signed, my dccision is irrevocable. f, _ � � ' EMPLOYEE'S SIGYATURE:_ SOC�AL SECURITY #: Q4��42�o��s �i RESS'_ Z026 Orangeside Road . � �Pa.�m fiarbor, FL 3�683-3340 � L � DATE: � � April. 28, �.993 . . . , � r �'. . . � , . � ', .' , ' ., : � ��� ' ,: . , . . . : , • . , . ; , . , . . . , . . , , ' , � , � ; � � , , • . � ' . , , , . ` - , � . , , . ' � . . .', : � �� ' . '. ' . I,.H..:..... .: . . .�.. ... . - . , . . ... , ` , � � : , . , . . . . . .. . �+ . •. . , . . �7�! 'I�T tt� ����� �w ���i��i�r �.�.� � W. . �WP��T 5�A1;E . I W`��'��.�y•7��� • �/W���P RiR.7rR Rp�� +Y,,,��h �i�Qr��yO� ' _�l �• I �� � , 1A�iQIi��4W 1 {'/V�+� �i7 � i l 8x3! 83�-3i�1F7 � �? ��• . , Gcn�a 1�, q . Nove�znher ]., 1993 , , � . Hc. Lew%s Kwa1]., At�orn�y . � � ].33 For�h Harrison Avenus . C1earWate�, FL 346�.5 ' D�ear Mr. KWaI I , � Thank yau �oC your ki.nd referrai o� Mrs. Lynn Smith, whom I have seen on �he dates noted an �he enc].osed billh�ad, at my 4625 East Hay Drzve Of�a,ce, suite puzsuan� ta your rec�nt phone cali requssti,nq a general neuxopspchiaGri.a examinata.an witih specif�ic ' conunents and recommendativng an the � issue of : �, A. �resence a� men�a� and/or emo�xanal i.11n�ss �aad � S. If preseat relatianshi.p of sam� to recent employmen� a� the clearwater pa�ice depaz�ment. and her applxca�tzon for a Ci�y af Clearwater disability pension. In additian �o �va�ua�tions haurs noted abave, I have als4 u�i�ized �he following da�a in farmuiatinq my judqements: .�. Pas�, fama.ly and social his�ary, pxovided 1�y pa�ient plus 2. A typewrit�en three �aage detailed narrata.ve at patient's expezience in the latter several X+�ars of her employm�nt a� �h� clearwater paii.ce depar�men� in the �orm of her "Response tn a reques� fram th� P�nsian Advi.sory Committee, Ci�ty ot Cl�arwater". 3. Perti�nent m�dical records: i.e.,Name,date and diagnoses ot Consvltants: A. Allan Waldman, M.D. 3�-19-93, Dx: Major depression. B. Levi Cahen M.D. 4-12-93, Dx: Majar depression. C. Maurice Le3.ii. M.A. �l-24-93,Dx: Majar Depressa.an D. David F,. Field MSE ��26-93, Dx: Majar I]epre�sion CLINlCAi.. AND F41t�NSlC PSYCFiIATRY CertiFied by the AmNrican Board of Psychiatry and Neurology �:. � � � . f .. � � r 1. . . . ,� I 1• • ��tt �"�; „ �, �� � � . ., "� , 'p�;'I. G�nala l!, 9 �. �wrt� � ��. , E. R. D. Plummez, M.n.5-13-93,Dx: Majar ❑epressf.an , � F. L�vi.Cahen M.D. 6-3-93, Dx: Adjustmen� Reac�ian , wi�h Mixed E�notional Symptoms. G, Ron�Lop�x, M.D., 6-6-93, Dx; Major Degressi,an, Recurren��. � � H. Ron Lapez, M.D.,7-13-93, Dx: Majar Depressi.san . x. Levi Cohen, M.D., 7-].9--93, Dx: Maja� Depression 3. M. Lelii � M.A„ 9�21-93, Dx: Ma3or Depressi.azx . � 4. Prac��dznqs a� the Pension Advisory Comm�.t�ee,Ca.�y ox Clearwater, 7-21--93,7-7-93 and 8-4-93. 5. Check lisi: far job connected disability pension, City of Clearwa�er. 6. Curren� Ci�y af CZ earwater �7ob ❑escz�.ptxan. Here now �allows a su.r�mary repart of my work wi�h a��endant cnnclu�ians and recv�unendations. Mxs. Smith is the 4th o� S children born �o Roch ri. and Lee Begin then a� Manchester, Connecticut. Her fathex aqed 80 is a re�xred machinist now residing in Palm Harbor Fi. Her mather age 72 Was a bartender and is now a baby- sit�er �ar hez g�andch�.ldren, reai.ding in Clea�water, Fior�da. Her parenCs w�re divorcec3 when pa�ient was 13 years old, and neither of �hem hav� remarried. Per�inent sibling his�ory reveals: Brother Franca.s, age S0, where aho�ts unkn4wn, brather, Donald , d�ceased in �.986 oi hepatit�s, a� aqe 40,sis�er, Cherxl is a married, mather of twa chi.].dren, residinq in Calitarnia, and brother, Scott is a productian designer, ma�xied with two children. There is na his�ary of inental, and/ar e�ational xllness in any members ot Ms. Smith's immediate €amily. l�atie� attended �he Covea��y Hi4h Schoo� in Connecticu� through the 1.2th grade, with additional education in severa� cbllege c�asses.Mrs. Smith h�as worked fo� thQ C].earwa�ez Pali.ce Departm�nt sinc� Octaber oF 1972. She began as a Corr�m�nicatzons operatar and advanced �o �h� hYghes� civzlian sta�us available a,n �.hat orc�an�.2ation, i. e. , Division Cottivnander, in �.985. She has been married one time 8-22-77 and now resides with her husband Awayne, He is a K-9 Sergeant with �he City o� C�.earwa�er Police Department. There were no children born of tha� unian (by choice}, Grawth and deve�opmental his�ory was noi not�d foz such childhood neurotic tzai�s as temper �antrums, bed we�ting, nail biting, �ating ar sleepinq prabl�ms, nor is �here a history of inental physa.ca3. ar sexual chiXd abuse. Adalescence was consider�d by the pati.ent �o be normal tor personal and sexual identiEica�ian. � ■ � , - . .. ;: � . � . ' ,, . . , ' . . ' � � . ,.,... ,.... . ' , �� , � _ . ��-� ,. , , � . . , ' . ;, e i, � u � . � . , � � 1 �� , ' . ' , � M' �r G `7 . . . . , • 1�'�i �? "�X� , Genls�stt.4 ' MENTAL 3Tl�TOS EXAMINAT�ON This examina�ion. occuzred wh�.le�patient waa taking two prescribed medica�ioas i..e Zoiof� an anti.-dep�ressant, SO mg twice a day, and Tra�szene an anxiolytic 3.75 mg �taice a d�y as necessary, Mrs. Smi�h is a welZ �evelop�d, wel}. naurished, properly at�ixed, �42 year al�i, �rhite �emale, and an emational reaation of reactive depressi.on which Was respQnsiv� ta the zn�erview content. This dealt prima�ily� Wi.th a revieW of her pas� �ama.ly and pexsomal • 'hi.s�ory, as t�ell as inde��h inquiry znto the circumstances a� her recent vocat�ona� �tatus with �he Clearwater Pol�ce DPpartment and the en�uing ci.zc�un�tances o� p3]►CI11c'��L1C impairmehts tha� attended cer�a�.n crisis experi.ences there. — ' FENFlYliGS WITH REGARD Tt? ME�ITAL ILLNESSES CAUSEA BY ORGAN�C BRA��i �DISEA5E; Patient's sensorium was clear with good cancentration. Her fund of kno�ledge was corrfinensura�e with her educa�ion, wa�h above averaqe in�eilectu�l abi.lity. Qzien�.ation to time, place and person w�s intact , A��ect was no� 3 abi � e and mer�ary ��r recer�t and remate ' ev�nts was not impaired. FINDINGS WITH REGARD TO THE PSYCHOSES; (i.e., canditions wha.ch grossly impair reali.ty testing.) There was no evxdence of psychoti,c pzimary process thiniti.ng; namely rr�ental associati.ans w��re ordered, lagic was nat pra.mi.tive and re�I�.ty tpsting was not im��ded by d�lusians, hallucinati.ons, or paranoi.d thaughts. Theze was no evidence o� social withdrawal, f3.at�eninq �f affect, bizarre gesturing or �,deas o� referenCe. FINI}INGS WITii REGARD TO AN}CIETY DISORDERS; Social ghobia, anxi.e�.y, and same obsessi.ve ideatzon wz�hot�t � compu�si.�re habits were nok�d. The psychological tzauma o� her �in�1 months of �m�layment at the Cl��rwater Police Depa�cfi.ment wex� a�.sc� na��d and the fc�Ilowing past traumatic symptoms, w�re also iden�zfied. � 1. The inc�dents are re-experienced with recurxent and intrusive ��el �ngs as i. f they were xenccurra.ng , 2. There is m��kedly di.minished int,eres� in activities and avoidance Qf �xperi.enc�s t�a� arou�e reco�.lections of �hose events. 3. There a�e �ee�ings of detachment 3nd estrangement �rom �thers associated with �hose �xp�riences. 4. Sleep is di�turbed and th�re a�e curren� dreams of �he incidents. � ws�ea� E � � ' . � � � � � � ` .. , � • ' . � . . , . . � . • .. . . . , , , , . .., .�.. .. � • ,. , ; , • , . � , . _ ,' � � � ° , . , .. . . . , . _ • ' , .., , .� + " . . � . � . , � � • ' �°a'��� � • , . . ' �,�'?� � ' • . � . : , � •�� �� � . . Qcr�sk 1�, 9 � � FXNDiNG3 W�TH �tEGAR� T� M��Q DIS�RAERS, ,. ., These sig�i.�iaaa� �indings ot Ma�oz Reactive Depr�9sion are � . di.stinctly prpsen�: � � � 1.� Feelinqs of'se.1�-rap�oach and Worthlessness wi�h dimini�hed . sel�-�s�eem. �� 2. Impaired ability to think'and concen�rate. . ' � • �3., Recurx�a� morbid t�ouqhts. '� 4. Pessimis�ic atta.tude tnward the iuture with broading abou� the �• past. � � � 5. ' Loss o� enezgy wa.th decrea�� i.n 1 ibido . � � . 6. Psychomo�or re�arda�ian Kith teaxfuZlnes� and crying, WTTH REGARD TO•5U8STANCE ABUSE DIS�RDEAS; Th�re was not a recent oz remote h�.stary of �he abusi.ve use of dzugs, alcoho� o�r p�escribed medi.cations. � CQNC�,USZONS AND RECOMMENDATiONS; on the basis of the f�rgoinq it is my judqement we�l within r�asanable medical cexta�nt� �ha� Mrs. 5mxth su��ers ��om �wo seziaus condi�ions o� menCal and emotional i2�ness:� �. Acu�e Ma7ar Depzessi,on,ASM III,296.2 ' � 2. Pos� Trauma�ic Stress Diso�cc3er DSM III, 3Q9.89 Th�se aonditions were precipitated by her emplaym�nt with the Clearwa�.er Po�.�,c� D�partm�nt and permanentl.y and totaliy disable hez from con�inuing employmen� ther�e. � Wzth apprecia�ion �o� the confidence thak youz off�.ce c�ntinu�s.to place in my prof.essianal judgment on such seri.ous ma�ters I am, r�: . . � , , � • � . , .. .' � � ' ' , , _ ' � . .� � .. ' . . . . . i..k. . . , � � - � . . . . , . _ . • i 1 ' �1�4EMM�,A►L . , ��$�fr.L� TQ THIflC � �av�d �. 5tanmam, ph,�, ' � ��i�1�UY MIR�1"�'EM ' Wiillam l,. Kale, ph,D. � �i$'�il1i�. Hctry C. Spouldkng, Ph,D,. � John G, Toms, Ph.D, . . PRO�F;SS[OnAL PSYCIiOfAGICA�, S�RVICES . � �ancY J. S�mans, Ph,i�. .z Sepiember 2'�, 1993 City of Clearwater Pensiar� Advisory Committee I�e: Lynn Smiih To Vlfiom ft M1ay Concem: This iett�r is a follow up to my initial �eport dated April 20, 1993. As aforementioned, Mrs. Smith has been receiv�ng psycho#herapy services at this office since .lanuary 22, � 1993. She was initiai�y diagnosed as �Uiajor Depre3sion, Sing�e Episod�. �ier condit�on , has . been relatn�ely stab{e with psychotherapy and psychotropic rr�edication which is prescribed by Dr. Levi Cohen, However, she suffered a re�apse 3-4 weelcs.ago. She . decampe�sated to the point wt�Are hospitaliza#ion was a coRSideration. We were abfe to stabilize her on an outpatient basis. My initia� r�por� s#at�d #fi�at in my �liRical opinior� the depresstve episode was directly related in a.causative mann�r ta her empioyment. It is my opinion that she is permanentiy disabl�d from h�r joh as a�ammunscation director, HEr depressive condition continues ta affect her normal ev�ry�ay functioning. St�e wii� need to remain on a tseatment pragram of psyc�otherapy and m�dicatian. �t is also my �rnders#anding that fhe revi�w committee has not taker� my initial report in to consideration because 1 am not an M.a. I hope this position wifl be recor�sidered as I am her primary therapist and have worked ve .ry intensely with Mrs. Smith for 9 months. Please f�el free to contact me if further informatian is necessary. Sincerel , ` �r M� co Leiii, . Lic sed Ment H alth Cou�selor HARBQRSIDE - 5ulte Q00 - 181�7 U.S, Hwy. 19 North - C1ea�rvater. FL 3�t624 -(613) �39-701 i 435() W. C:ypresa St. - 5utte 929 - Tampa, F�. 33607 -{813) 877•3232 Ra9Es#N Bulldl�� t2 - Sulte 120 - 995d Princess Paltt� -&andon. Fl. 33b14 —��.. :,- . . ,.• ' . ' ., .F, .i � . . . .. , , , . ' . . 1 1 :7 � � ' .i . " ' , i � . . . ' � . ! ' ' . � . . � , ' . 1 f � , . . .•1• .l' 'f�� . 'l" "' ., t.i i r ' .1 . ' � . , ' . . . ♦ � Lnn� ' f.�Vl COHEN, M,D, � . ' OlpWrrx7fe � � Amerlcan Boartl of Psyc�ratrY dc Nauro►opY ' 3023 Eastland Blvd:, Sufte 10� , � . Clearwater, filarlda 34b21 . . � ' • f (813) 791 •9303 July 1,9, 1993 , i.yr�n 5mi �h . .2�Zfi Oranges�de Rd. ... ... .. Pa'�m k#arbor, FL 34b83 . � . Re. C3ty af Cleartirater , � Dear Lynn: � I am '3n receipt o� �another le�ter from tt�e CYty a� Cleartira�er. �vidently, they feel that my responses to �hem hav� heerr contradictary.' I re-read my respor�ses and I rea� 1 y ao r�ot u�ders�ar�r! �ow they arrived a-t that � co�cli�siori. HopefuYly, I can try �o spell it out for them in plain ��anguage. They asked ��iv� sQecific q�est�nas, and agazn I wi11 give , them speci �'i c answers . I r+i � 1 ar�svrer them i n the order they are asked . 1. �1�E OIRGH(lSI5 IS MAJOR D£PR�SSIYE REJ4CTION. �HIS .HA5 tiUT CHA�ifEq. 2. THER� IS HD P�Rf+�iEI�T IMPAIR�lEHT. TH�RE HEVEI2 �AS. I�{�1fER SAIO . TH�RE WAS: TN�S AlfS�iE� �iAS NEVER GHA3�6�U. Th� depr�ssiv� re�actian is directly related �o Lyrm's denation and tlte 5upervisor tha� sh� then had to repori to. The str�ss caused by this led to the d�pression. ' if Zynn did not have to report to TH�S at�E INDIYI�!lAL, sh� ►�ould nn� fe�l s�ress. If she d-�d not f�e� stress, she rrould nat be deprESSed. I� is only in this on� area, reporting tn this inciividu�l, �1�a� Lyrm car�not function. She c�n fsanc��an �u�ite w�lZ in ail other areas. If she has to report, ta this one ind��zd�aai, st�e M11� nat �e abie �o func�ion. This is not a niere person�lity conflict. 3. The prognnsis is exc�l3ent AS tOF�6 AS LYNt� DQ�S NOT HAV� TU REpORT TO THIS O�tE INDIY1D�lAL. . 4. FL�ASE SEE R�SpaHS� NllMB�R 2 ABUYE. iH� ANSWER IS CLEARLY S��l.L�D �U�". 5. PLEASE 5EE RESP{lNSE N11MB�R 2 ASOY�. �H� AK51d�R I5 CLFJIRLY SP�LLED Ol1T. hope that i�is c�arifies what�ver qUestions th� City o� Clearwater had, inc�rely, �U 1lIY�LI ��t'l0� � n . LC:ac .� � � � ' „ . - ' . ! . .. � '. . ,, . . : , , , . . , . . �,• � � � , , ......�.. ... . . . ... , ._�. ��•. ,..r.. .: , . . ,. , , .... . � .�. ' . � , . � TZ(7N LOP�Z. NX.D.. P,A. �.s'a:Y����'c�:i����_ , ,.. . :, t • - . �;;�:, �. ,.l. '' iai� A�r 6r CwJ�RAt PS1�^1�1��; :. a} _�l:kra.....�.n �.1�� aF..�[.Y�.31[."` wTG�S'�i:j.^p7„'_yj,ri,. .:{.���'«..��.:u� :J��+ _ i.;..S_.t '�li•.•.._.. �•s:.���:,.� ��� L�yi���t+';�, t. ,:. . , � +41rzAi.iri=� tau ..~� •.r• ��a r+ � q: �.wrr•,.--.^..+�v�r. 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A.. fJ�«S� `l��.fi.i•i' 1+-�, i��.� �r 3 �w�" >^ �� r,• f•,, ., v Ih� � ,+ ar Z �r�ii �.�t s<. �;,�yyy" '' �.m�l�lc�s��'���� .��� i �F i�1"' ��.S�.�i. ti k;'i f���;.� yai� ��_��c i,.�� � . y�. tt � -'�'�,� �( �c �} �,/l �'n �.'+!�'��tk+r ti .l�rw i 7•ti.,t �,�r:x .�t v 4,,: �-... � r ��.. � .S j;� ��Q��Li�lr�`�t��Q��+W ��4Vr�Q�:.�7!'!'�} Li-Y�yEh'ti �� '�a t' .Y:S�.i{ "i �1frWFy.'-a.tit A `tr�y: 4 j�: ''1::.:.. , � �► S. �� �.- �!� A' I C. I�F71': .„rw1�` r �"^l hl.� €<SaW�-:w'�� • .. ,• F� ��;^`��Y, � " , :�"��' .�{ }� �..iT.�''..�'.. i.l :r�,�„���L', � .. ,.�, •r,� � .....•-...�:.,.�..:.�_.r., .,, ..i..._, • �r ,y�.�.,�' .� ,�»-ri.��.»,»..�... r t•-..rr^u• , �. M ,� j:...;. Ief� �T", pr-:'[-.siy'� .�«s+Vra'� -7 u.i�� �w.�- ti t.i'r�..-... .�.la.:t;�'. Y..• f�r.�...:�� �^''i�y.y� '�"""" �i.. . �r� t � _ u�•'-w�•�F ' ���.+.,}�;tvnjr►,�'r,�:w�;waw.�z . a �.• ��+..��-y�.r..1Yl'4.��i� rw�� �. j��,;p�nMr.' . r��' !._.P.a.?!�+.:�:.: ',c' y'F ' r• «�'iaay� �i' - •i. �.:~ ' •� � _'�li.�' i� . Ys•_.��':' ��u � :'._!'� R• 5;. Y � . .�...,.,:.�u. *_.�, .:�`� .`• 7=•'.. ,..'.. ::�i�;i . .. i+A.tar..�,:�H:;w�rz �..r�r:� w».r,�:.� ,Y� . .,. . ... ,� _.. �� � R���'��T�'n.ni': Sm�th .... .,. _. . . _ : ,,..� . -::,,..,.�,,,.....: r�: , .. . :�"' ...__. . . . .. . . ; � . � . r � � ' . . ' . . . � .. . .. - , . . .. t � .. • � . � ��� • • � Dear F�.. Michael Zaursen:. �. I�m aga3n addressing you on behalf of Lynn 5m�th wha�a T - � �es�ormec� a Psychiatr�.c Evaluatian oi�. Jut1rt3� 4� 19�3. � , �n the basis of my eva],uation� I havs concZuded that the � . st=essors that she endured while pertorming'hes duties as a Commwc�.c�.t�on� Commande� at the Clearwater po].ice Department were directly�responsibi� for �he�developmen� of a Ma�or � . �epre3sive Disorder. � This psychiatr�.c condition continues to impair her akaility to func�iQn�at her warlcplace as a Communication Commander. Thanl� you for your. att�nti.on to this mattc�r. � Si cea�eJ.y, " f �, ' . o�+ a Ron La z M.D. RL/co � .� p5YCrWATRV St'R1/iC_E5 70 GHII.l�H�fV. �i'S AND THF1R F/1MlL,1'L' a. F�DIJ1�141C AfJD Ci!*1vFJiAL PSYCHtATFN CDNSi11.71171QFL 5rJi00l, COlViU1.TI[TIOrL 0 �r ,� . , . . � ; � . . . � �.'. . :, . .,.. . . • . e � . , . RESPONSE TO REQUEST FROM PENSiON ADVXSORY COMMITTfiE Beloci � t��ve Iisted some o� •the sa.gna.fican� events wi�ich T beliQVe contribc��ed �o ray dxagnased condi�ion . • When I was ini.tially parauto�ed in 18$5, and in �he- �a.rst �eQ years � was zn this� po�i��.on I�e1L r. had• the st�pport of the ChieP and my �.mmed�ate supervisor the Depu�y Chief. Tnitial.7.y, c�hen the division and Position c�ere cre$ted, I Was ��ol.d that the requ�rQd suppor� personr�el (a.e. secre�arial, ' c�,exical, etG.) Was no� available d�te �o budg�tary �an�idera�ions; hawe�er, the Chisf wou�d woxk tosrards abtainang those pasitinns {wn�ch were necessary and k�ich . o�her division commanc�ers had) in the near ��ture as �Unds . allocred. I had to znitia�.ly hanaZe �hese £unctians myself but it Was my understanaing �hat t�is crou3d be shor� term, As �i�ae passed, desp�.�e my repegted requests an� disce�s�ion� caith �he ChieP and Deputy Chzef, I was never provided �rith these suppar� posi�ions and as �he uork Iaad increased I�aci �o uork nights and weekends just to keep uP (no ott��r division commartder had this problem and in fac� some recieved addi�ional suppor� and c].erica], help over �he year�). �n January �.89�3, I finally (�hrough my own efforts) sras able �o ob�min a part time secretary �or a hand�u�. of' thours Per week. A�sa cluring �y terture as di.vzs�.on cocamar�der, a r�camber of even�s oc�rr�d tha� �h� Chief failed �o act c�n as �he ciegartment Y�ead which unclermined my �osi�ion in the �yes nf my feilow di.vi.sian coma�anders as well as �he subo�dinates in alI d�.visions. fiirsi, wh��.e i was in Tampa �or three days partzcipating in a pramo�ionai. assessment center, Deputy Chi.e€ Desmara.is had a a�es�ing with a�� the Cap�ains �o discuss manag�ment ai overtime, During this �ueeting, t.he Captains a�.so discussed the "nan--s�aarn" posi�ion � held as Communications Comnaander anr! aa].lec�i.vly agreed that th.is �osi�i�n shauld be a sworn posi�ion. (�t should be rioted �hat then Cap�tian J,D. Eastridge wss pxesen� at �his mee�ing and concurred with this apinion.) �n a subsequent disct�ssion With th� Ch�.e£ I expxesseci my cance�n that this issue needed ta b� open�y addressed and r�solveci as soon a� possibl,� in order for tne mans�emant �eam to �flunction properly and he assuered me he wou�d bring up �he nex� week at the staff ineeting. It uas � never disaussed or resoived. Sscond, shortly a��er J.D. Eastridge wa� promo�ed around Au���t �.931 �o Deputy Chief, ?' �aas in his a���.ce disc�ssing various issues when hs macl� ti�e state�nen� to �ne "� ho�e sc�meday a woman works her �ray up to become a me�ber r�� �, �' �. � . . s . w � . � — . r. li » . . . �,. � ... . . . � � ' � . � . . . cv�mand sta��" . T could t�o� t�e�.ieve that h� haci saa�d th�,s, at�d � asked Hhat he tt�augk�t � was. He hasti�y res�onded "I mean� a sNOrn' woman" . Tnz,s xe�.ffirmed my concerns as to whe�ner ar not � txauld recieve any support fro�a hita as my � immediata supervi.sor, When I xeca.eved my fixst evalua�i.on �ram Deputy Chie� Eastra.dge I cras very surprised �a have l�een rated �atisfac�ory, since every on� of my pr�v�.ony xa�ings had �aeen Exeep�iona�, and � had nn� or� ona ocaa�p.an been to�d by him of eny prvblem c�zth my Work. �n �act, every time Z sau hxrc he had �othing but praiss. , ThS.�cd, si.nce as � have stated I had �ta assi.stance ta per�o�m my job and worked nxgh��s and weekends on a regular �aasis L•o i�eep Up, it finally toolt its toll and upon advice and the dingnosi,s o£` my physician, I toQk ��ra taonths o�f to recovex�. Upan my return, � requested and �inal�.y got a rare mee�i�g wit� the Chief. Durin� this meeting I ua� supris�d tu Ieaz�r► �rQm the Chief that the DQpu�y Cha.�� had lead him �o beia�ve tha� �ay perfvmance was not u�,to pax. F indicat�d �o the Cttzef �hat this �aas a s�rprise to me because t�ie De�uiy Chief had never even once spo�ten to me abou� a pro6l�m nor hatt ttze �?e�u�y Chi.e� indicated any et�artges in a�y carryir�t� a�� tt�e tasks �hat wer� necessary. I was a?sa tnld by the Chief at fihis m�et�ng �hr�e i�' #�� had it to do over agair� he wauld nQt t�ave made a civilian the Coa�municatians Divisian Commander, rto� beaatase �ay Qerforms,nee was bad in �act my perfaxmance w�s very �aod (canfused-� sure was) but beca�ase he did not feel a civil.ian cou�.d gain �he necessaxy �cceptance. I�ugg�s�ed a mee�ing w�ith the Chie�, the De�c�ty Chief and I�'o discuss ��tese con�licting signals, �o lay ou� speci�i� expectati.ons and means �o wor}t �ogether. The Chief agreed. I� never hap�eneci . Fou�rth, a�ter this i.nzti�l mee�ing with the Chief, and lack of r�solu�ion o£' this sagnz�icant prabPem, an i�de��ndent�y con�racted o�ganiz�t�ional artalysis oi the Communicat�ons Divisi.an was presented to the Chi�f and �o �e. No� supxising�y, aIl o� my need� expressed aver the years crere affirmed by �hi.s repor.� which cit�d �ack of suppor� and clerical person�l and lack of ongaing zn-service empioyee trt�ining as major�probl��s. 5ubsequent �o �his report, there were numero�s meetin�s betw�en �he Chiei and �, all posi�ive and in f ac� th� �irst concrete movement �orward occured:� a �uI]. ti�¢e divis�,on s�cr�tary. �n additipn, in se�vzae tra�.nirtg sessions were scheduJ.ed and held. The Chiei� a�ter�ded th�se heated t�aining sessions and parsona�.Zy respanded ta many can�erns raised but ag�in �o my surpr�.se, his responses came across as �.f thes� uere aI1. new idea� inst�ad oP is�ues T had ra�ised and fought �o� ior 8 years. This to me was ovexuhelming, that my d�pax�ment head waul.d ei�her �otally fail to realize �he itnplications v� these actions or war�e, would deliberatily und�rmine �ny position in the ey�s of my emp3.ay�es. Shor�.tly aft�r the�e trainxn�; s�ssions, T requ�s�ed and was granted a meeting sai�h �he Cttie� to C}15CL]55 ' �: . „ � � � ,'. ' � ' . ., ti ' , ,r ' ' '� � ' ' , � , : � • . • • , :•� � , � ,. . . � , , . , . . , . , . . � . . . , . , , . .. , , , . , . ^�, ' ''�. , . . . : � , . , :f� , � � , ,' , , . . . �. . . , .< � , , . , .' -s ' ,� . . , ' � ; .. " , ',: ., .. ; , ' � ' . � .... . , , , , �, ' . . . ` � �� , , .'. �. � �,' ' �� ' � . . , , ': ' � �:,� , . . • , � ....°i � �� . r�;..Ws..�.:.•��:�,^•.._.�,.;�....,: , e; .�. � .�,., � ' . � " . S} . . . � , 1 ' • i � F ' • r � .. • . . �.5. a f •. .�he xest�lts of the �rainir�g sessions, tha l�ck of resalut�on ' .� �o a�], of �he above ci�ed probloms and to again ask 'for , itnmedia�e addi�ional suppor� persannel to acaompiisk� my ever ' incireasing �ab assign�en�s. Before S eou�d� begin di�cussing -, • my topics, x' � uas informed by the�- Chief �ha� he -�s.c� deoided ta condua� a� reorgani.za�ion �aking �he Commun�.catxoc�s Divi.sian � $ ssc'�is�n under �he Services Divis9.on and ofPerir�g �e� �Wo � optzons iP I chos� to stay: � �� , . Nnmber one, I could take a demo�ion to secti.on eaaimander sai�h ,�; no r�ductian in Qay nor a reduction i.n respans�.biiities and I � uould report to a SWQRN CAPTAIN or; I cauld voluntiarily '� �. c�emote ta a cammunicatians s�pervisors pasi.�i.on.. He stated, ' • "T knoW ynu need he1.p bu� I wi11, not go witt� �g��t�.ng t�e�p under you on �y by placing a Cap�aa:n abovo you ," I asked if he ,`, wouid �ry ta get. me help be�ou me and try z� tha� way be�vre reorganiz.ing and � r�as.told "No, thas is �he direc�ivn I wani ° � to take". Several times tte �old me "hou �uarketable" x w�s i� T chos� �a Ieave, `6ut hQ cr�s n�t �usttang m� out, he stated I had�a l�t oi time i,n wi�h �he aity �nd I deserveci to s�ay zf �' F wished,-I asked hia� directay i� he wanted me ta �eava and � • ' he did no� ariswer. � This Was a�sushs�antial supr�.se and as T wen� bac4t ta m�r '� o��'zc� I was overwhelwed and con�used and F was unah7,e to unders�and or rationaliZe this deaisi.an. I taecr�m� �nab].e to � �unction aRd �ef � crork sttor�iy after thi.s meeting. I reent�red cour��elin�, was re�err�d to a phsyehiatrist and have not re�urned �o work since. � , . .. . ... , • . P . , . . . .i . , . � , ` ` , : Roxv LopEZ, M.D.. 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F 'L ' FF�'a t �S��i r4 t.l ��(� ��y 7yrQ��r�!,�-� 1"; 'ti5".... s1ti:.-. ,�' t .1 4 }��r �...� 7s�k�Tin.Le Qir ���� ���1�1�7 �l.�Qa��..., �..i •✓e�L..�%ti•.� �Ti ],.....� -+.'... .-,.t-w.�.. .+s.� .�i..ti'F�..�L�Yi.•.�'. :+t;�',�+ kY_ �� T �: �11 . .,-. —.,,�r: .«_.:.. t���.'�t.��rw..-�•�'�ji.,, : 5,.��i " ;� +n�. C.�" . 5!�' g�r ti �.z rJ.�;1}j}�[{�= R � nn.�y e•'..l.ti..�yy�[ �=rs�a +��e '''Rit '. •i. .�„ � .ti;.� . � ;' �..:. . ���.� �., ,7„� v.+ Y.J4. .::5. .'.. � �,�S.i' � :, �iR A'Y�.~ ^.i'f_" Y.I+r�i •.�Y•���It.l7K.AwM •S!l*i'I'-iJ.�"�.�.... r�1..._ .�L�1�.�'�.e`S.ti.i:�.+... r .rr.a...._ . r• =�.r } t�n:'-'.,• '� . ��,,� �,� y ,wyL � : s,,, ";: '.. y:. ,,.. , .. ' �. , e .:�r �.i: , . �t (`.r ,. �r' L I'F/I /.L�f� � t' j`�+il.`+1 R M+ti� � i�LNkr.} �....�• =�i'•.;'Y:��C3��'�+`���T 1 V.1i]'IT:.�Y r{/'! 1�.ii:c••'��-�r,r,7.t:..r` :t.�s f.:ry . ._is_s��':J� . :�e�: .,�:.w�; .. _l;.'-��. . . . . .. .�Y ". �;_:.i . """�-'Re«..�,-L�trh S�t�; . � - � - .. �Y,,-•,..,,:.-T-..v, :r.. .. _. . �r, w n�= .. � ., . ,. _ ....... . • . . . • . . . . _,... ' . _ , _ .. . - r , .. ' , ' , . . ' . � � • ' � I]ear• i�•. M�tch�el Lanrsen: . � . , � . T am writing to you.in regards to L�nn Smith whom I performed a Psychia�ric. �valuation on June 4, �.9��. � I will�answer the questions that you outlined in your l�tter dated May 2�, 1993. ' 1} On Jun� 4�, 1993, I performed a Psy�hiatric �valuation on Lynn Smith that incl.uded a Histvey of the P=esent Illnes�, Medical Histo=y, Fami.ly His�ory, Brisf Psychosocial History and Ment�l Sratus �xamiant�on. ' No further d�.agnoistic tests were ordered. Z) .On the basis of my evalua�ion, Mzs. Smi.th is suffering froin Ma�or Depression, r��urrent. Symp�oms inc�.ude; depressed mood, decreased concentratzon, ��eep disturbance, decreased energy level� and decreased interest in pleasurable ac�ivities. These symptoms impair her abi].i.tx to function at her work place. 3? ln my medical o�znionr Mrs. Smith has a permanent impairment to £unction as a Gom.inun.ica�.ion Co�nander. 4) Prognosis far recovery 3s guarded� $} Based on my opi.nion, after reviewing Mrs. Sm�.th' s job descriptian as: a Communicat�.on Co�and�r, she i.s totally disabled to perforcn th�se duti.es _ ' If� L can �e of� further assistance to you, please let me• kTTaw�t. ncerely, � �+ � . r. uk n JJ �. Z � � RL/c E nc 1. �,�a�.�rRV s�sv,c�s m c►��. nbo�scfrr,�s nr+n r►�� ��►►�.u�s �p�i1G /��Vp (3F1J�R.A1` pSyCYM/1THY CQ['L5l1LTA`YION. SCtIOCk. CONSl1LTAilOnL 1r.w� 0 , ' `� ' . . . . � , , ;, � � ' •, � � ' � � � • ' '. • . ' ` � ' . .� . � � � , . . � . , , I. ' ' • ' • �. � , i_, . , - . ' ' , , ; , - .. ' ,� . . , . ., , • . � , , . ° I. ., . � � ' � j .� • � • �. • „ � � � • . . . ` ,. . � . ' ' ' ��...- . . . . � � . � . . : .tE`� � ..1:'Fr �[ ..i� ;.�. � .. ' i'. . .. , . � . . i . . � 1 . . • �' � • ' • -_� , - � L�VI COHEN, M.D. ;� � � o�p+omarn , ,� � I . AtnetiCOtl6o�td of PsyGhlctty � N9txoiOqy � � ' � , ' . . 3C)23 Ec�sttcrnd 8�vc�., SuNe 1 n � , � . � � . Clearwater. Florida.34b21 � ' � June 3 , � 1993 � � H. Michael Laursen � . Humana Resaurce I1��'�G�QX' . . P:O. Box 4?�+�3 . Cl�arwater, F� 34618�47�+8 RE : 'Lynn Smi th � ,, , . � � • , ,. � . ,. � � i i ' . � ' ' JllN 1 51� {813} 791-9303 � De�ar M�. Laursen: � � Lynn Smi�h has be�n under�my care since Decemb�r ll., 1992. ,' Y hav�'been treating'hex foz an Ad,j�gtmEnt ReacCion wi�h mi.xed emotional symptoms. Her symptams, and �the onset of �his disordex� i.s directly x�.lated ta her wozk witii the C�ty o� Clearwater. I undezstand that'she was demoted. This has caused a great deal of stress faz her. A].oag wiCh thaC, she had da,��icu�L-y z�la�ing Cn her immediate supervisor, and � felt a loss of sel£ esteem. �f she was to continue, in a si.tuation that shP fi.nds znto�.- erable, her emotzona2 stability wil.1 be c�mpromiseti. She� would �decompensa�e and not b� able �o functi.on. �n that sense, then she i.s disabled. However, she cannot be considered p�rmanently.d�.sabled becaus� she can function in any other s3tuata.on. She could func�ion qu.� te we�.J. in o tner circ�ms tat�ces rela ring ro her work . Z t was the demo�ion and the new supervisor tha� precipitated this crisis for t�er. According ea your job description, the only area thaL she has dif�iculty wxth i.s in relating to her supervisor. . �f you have anp further .�uestions, of if � can be of any further asissrance �a you, pl.ease don't hesitat� to con�act my oft'ice, Sfncerely, Levi Cohen, M.A. ' LC/mn ��: , '.; + ��F, , , 'e',, ' �'� , ' {i `' 9• . . . , ' • • , , t • . 1 1 � � �. � . � �, . . • ' , . , ` . ' .. . , � . �( • .' 1 ' F . : .� . _ • . ' . ' � � ' � �, ' .. . . ` .< . ' � ' � � . ' � � � , .. , � � . , 1 . r ; . , t. . � . . . . ` . � . . 'r.j`S. . .�r;�• 5� '�� , . . � , i ; t. ...1� . ' ' 1 � . .• , , ' ' , ' � � � � . . . ' . , . ,y,�`. � '' S��-'.' ';� , i..1ri� ' . .. "' � . � . � . � , . i;' ' ' ' . . ' � . ' . • ,� . • !r. . . . . . . ' , , . . i`: .,� ? • .' I � J � . ''. C ' ' ' ' � . . . � � . 1 ` + . ' . . . ' . � . . � �'�' • t• �i � � . .1, � y;. � ' �t•� . ' . . � ' � `� . . . , , ' .. - . 4' / � ie i. .. ��' . <. .Er.�� " 1 . . . j ' � . . . . . . • '�' � . � . • . � � . , ' , �;.' . F ' ° . . 'f i" ! � <I.. ' • Pii rsS' . t • ' , . ' . . , ' i. . , .. , :.'' �' ' '._,i` •�v ` ?�'� . ' `A� , �� � i,' . .�r ' . ' ' , it , ' . . �' . 1 ' . ;:�'.� � , . .y" ' � r�: , � ,.r't' � -' '' � �� � ' = j ' � � ' � . ..� ' ,, ' . ' , j •' " . �``F ' s . ' ';�, :L if•' •� . .. ,!f i I�. _.. ' ' . ' ' . .. ' . ' ' , ' ' � .. .. i , " � s � ' �! ' ' . i . � • ' i i' � � . . . . ' . . . . ` . . � � . . , i�.�'�. � � � • . ''1 i`, ..� [ � ` . ' • . . � � � � . .i. . . . • ' � � ' :�. . '}' i' � ' .. � �" ; .: :� �,E � : .:.�. ,. .. . ' • . ' . . ' ' . , . . 1 t._. . . ' ,i' ..�,..., . � ,.rir4��i`�'Y^:>s.^'.'rntyYli!'n�'tnC"^Sl`L.t^=.� w.;"�:..'�.:Tir..r �.i'•}v �I � .. .. , ' . . ' ' ' . r. . .�oe � . . ... , . � ,r �i.... . ,r. .. ..N, ..i .,•°i. .. . � . . .., � .� �. . • .• , ' f . , . , , ' ` . ' t • ' ' . j;! . . . � • ' . . � . ' . ��. � • , � f. . �� � _ � . Kenneth G. Plumm�r M.D. ; �F.�A. , . . . . .`�� `` � � ,. � 416 Jett`ords Stre�t ` � :. � � �. . , �� . � � ' . . C�earwater, Flo�ida 34C16 � � � • �; ' .. ' • ' - , � ' � . . .. . � �. , . . � �� . . , : ` .• .' � ' • , , .' � �• � � � ..� ., ' . • � . 1 . � .� . . �. . ' .. �' �' j.� ' : , . ; , . M�� �3, x393 � , ' . , : ' , , ' ' „ . - . ' � RE: . Lynn Smith • ' � ' � ' • ' , • � • ��, Mrs. Smith has been under my care since.February 18, 1992,, x . r���rtier� . her. c�ff on Zo�Qf� •an �April �, 1952, for �n �ndog�nQUS, ' . � �, major depress3ve d�sorder. Th�� was �increased to �0 mg 3 t�mes �, �'daily by May r�f�1�92. xn October n� �992, we bo�h agread' she , � needed. ��onsultat�vn with � psychiatrist. � have cvnt�nued to � �' be�h�r primary car� physician. '� . � � ' �:[ncerely,► � . � � � +.� ��l�,/l``''''-s'�'� �' . �'�, Y' � Kenneth� �. P3ummer . , , . ,�• , , , .> . . . ' ' , .. . ' . , ��� , . . . . . ' .. . . � , ' . • . , . . ` . ' . . , . . . � ; , . � . . . .z . , , ' . . ' . - . . . , . � . .,i � , ' , . ' ' � ' . . � , � . . ' ' . , , ' . .. " ' ' .!. ' . � � ' . e ' ' � � ' . � . . . . '' � E. . , � ' E . ' 1 ,. , , . � . . , . , ' ' i'r ' ' . . � � . . ' . ' i . � . . . � ' . . . � _ . � ' � . . , , , ' , . ' , . , �. i . � •, . . � .,� ��� . . i ' � .. ' . � .1' di .a.t;r� . . . �.�� ... � . . . . �< ... ' ' . . ... � . . .. . .. �. � � ' • � { � ' , ' � . . . ' ' � � r . 4 i � ' • ' � . . ! . , . . . . ' . .I' . • . • , ' � . , April 25, 1993 , : � � . City of Ciearwater. • � . � . , Pens�.on Advisory Comm�tt�e � - , � , � � '. Re: Lynn Smi�h . • , , . •. � Lpnn Smith ina�i.ally presented in my affice on Navember i9, 1992. � ' There were three�foll.ow up appo5.ntments w�th me b�fore her case �� was transferr�d �o another p�ovider due to contract changes.� � •'. � �he pati.�nt complained of a�depressed �ood,� g�i].t, avoidant -' � behavior and s�.gnificant stress. Th.e predominant agi.�ator to h�r � presenting symp�o�s was her emp�oyment. Ms. Smith appears to be � 'a high achieve� with abundant energy. Shc� thrives on '� accomp��.shment and takes pleasure i.n a job wel�l done. E'r.om her �, vantage poa.n�. the work environment had detPriarated and was shozt �, circuiting her con�a.denc�. Th� xesult was her presenting , symptoms as mentioned above. � �n adc�i�ion . the patient was experi.enci.ng depressis�n due to a - gri.ef/Iass situatian. �She was Eee�i.ng (1.) tha� the job was not going to be the same �.n the fu�ure and fZJ unappreci.a�ed for her hard work �.n the Past. There had been a pre�ious depr�ssion in May '92. The patient had partially recuperated �rom that and � then upon rEturning to work �he dynamics on the job caused a recurrence o� the depressi.on and anxa.�ty. Tha� is when she � �re5e ted in my oftice in Navember. I , � � - : � , f� . David L. E`ie�d, M.S.E., LMFT � � . � ,. , . . , . . , , , . �ww.w..w. • . S � � i � . . ' �� ' :� . .� � � , ' .. , ' � .� . i � f � . . � . , f i . � ' • • ' .. � � . . . � ' e . . � . i ( �.t.� ... .�� .s�. ..'. �. ....� . ,. r. . . .. . i i: o � , . . ' � . . .. . . • . . . . . � .� , . • �, � • . . � � ' � �r' • . � • • Davfd �, �tar,mat'�c, °h.D, , . i • Wll�lam L, �tale, Pt�.O, ' ! . • • Narry C, Spau�d�ng, Ph,D, � , � . . �.lohn G. Tams, Ph,D, . Pf{Op�l{}�iA�. PSYC�10lAaICAL S�RVICLS � , , Nar�cy J. Samons� Ph,O, April 20, igs� RE : Lyiu� Smith DOB:,a9/09/50 �Q�lFl��NTIAL Np'TTp BE REl.EA5w�7 TO i rtlAD PARTiES �V1��O�i' Y�R{'f�'�N pERP�iSSION :���'�'�' Thi� c1i�n� is a 42 year . o�.d �whi.t� �emal.e who pr�s�n�ed wi�h symptoms o� anxi�ty and depre�sion. Mrs. Smi.th has been,rece�.ving paychotherapy services �rom Prafessional Psychological Serv9.ces iPPS} since 1/22/93. Sh� was previously �eceiving care at� MCC which began in 11/92. She has also been under the car� oE Levi Cohen, Nm from 11./92 Co present. , � Mrs. Smzth repor�s no previous psychiatri.c hi�tary. .Her condition began to detera.orate as a resul� o� severe work stress. and a change in her job siGuation. She apparen�ly waa demoted as �he Communicat�.ons Commander a� �he C1.earwa�er Police �epartment. She� has held�this posi�ion for 8 years. She alleqes rhat the demotion was noC related to poor work performance but the depar�men� suddenly wanted a non--civilian in tha� position. A� a re9ult, she has �xp�rienced a depre;�s�.ve �pisode ot whi.ch she has been unab�e to return to work sinc� �.2/92. The cl�.ent initially pre�enCed wa.th depre�sed mood, �.abile af�ect, law energy, cryi.ng sp�l.ls, decreased s�.e�p, increased anxi�ty, feelings of hopelessness and hel.p�.essn�9s. The9e symptoms wer� s�v�re enough to ef�ect her norma� dail.y functianing lev�l. She has b��n preseribed a medica�ion regimen of �olo�r 140mg by Dr. Cohen. She reports pv�it�ve resul�s as he� ov�rall mood i� stabila.zed. She has active�.y engaged in psychotherapy and has been able to work .through Che depressi.ve episode. My diagno��ic impression. Axis x Major Depression, Szng�.� Episode, Moderate Axis Ix non� � Axis III none � � Axi.s �V 4/Severe Axis V �nitia�. = 35, Past y�ar = B0, Current ='74 E�Al�BQRSiDE - Sutte ,400 - 181d7 U.S. Hwy. i9 North - Clear�vuter, Fl. 34b24 -(8i3) 534-7011 4�50 W. Gypress St�. - Sulte 924 - Tampa, Fl. 3.'3dD7 -(Bl3) 877-3232 Re�ishy. Bulldlt�g �F2 - Sut�e 120 - 4950 Prlrticess Palms - Brandon, Fl, 33619 ;.±�•��i."rt' }' ;.j -a.�,' . �f; :� . . ., , • • . ' ; . . � �F.r, e� . ` i.�'E:� . , .' r.�t5��1::.,.. , ... ,. .., � :.` ` �i '» ��. y` , ' ': �?, . . ' � . - I,'� .. . �. , ' ' ' . ' ' � , ' i ' , ° .R� ,.'.�r. .... i . ,. , � i: ' ' �'� . ! • ' , r . . ' • , , - � ` ' � � � ��` • - ' , . . . . . . . 4' .,C � .:l . ,. ' � . � , .. , .' . , , . , ,. , . � , r , p , . . ' . � � '. . ' . i. . �'`� , ,' t ,�.i.{;' `'',•. . . •s. „ . , .. . , , , . ` i" �' } �'�• • -�t. .� ' : o' �.`, 1 .i 1 , 4 v , ; ' , � ' ' . ' • . . ,M r. � , � . . � . , . i � � o t : � i � . , . � t . � � .. � , . , i � � . ' ' . ' ' , . , , . . � V �Y1� p'• � .'�'. . _ , • . . . � . . . . ,r' ' : �j' 'i..;�• . . � 1�� . '' � ' • f = . . ' ' , r . ' F� f. . '�:'> .j ; . .`''. I=�. •�� '�rt.�? .� . • ��'�' r"{ ' � .. . . � � � � ' �I , , , , , .l � i�' " . , .� � , oli l � . , � . ., ,: �' • � s 4 � . %F , � .a'.., . ��•'�F`.�`. i'1, .i��� „ • .,r. -t•�. i • , � , , . � , � '�r5: 13•` .ty.� �'.'t`,Si�, ,'� •i' .. � ' i � . . . � . . � � .� ' :f'!'... . , - � �l.j.�,'� . .:'T! ;! ..3,..}•� r� �. ... . ��' � ,.' .... , �. . ; ; . t�' .. . �,: .1.���s ',•. � '' .f' :i � `e. , ,; ': � '� . ` F' '� . .� . , ,�� , . .. - , . .�� . ,,,[" � :t:.� � �: '�;':,: .. • • ., . . . • „ . � • , ' .. . . �• t ••� s . � � .F��. t` � . '''.1° ,e . , ° . . " , .. , � ' , , . ��, alr ...;�.`. ' ..r'. , {�' . . aer!` � 3:�'�is.`.4'��a ,t +�r�'n� �. � �'si%?rj:zY�.{� ��;.j.i ��1._�r:, � �' � . ., ' . ' . . � ' . , . � . . . 1•� F �r �'•'.�i�1f N�.. r t. �'• . 7. �.�i�:... ,sr'r �.°i�.,.... � � ' , • . '��� , . . . .. . , . . ... �., ..r.. ,,..�: . ��,-'. � . " ''r ��.. . • . ' .. . . ' ' ' � '. . � � � - . . � , , i . . . , . '. � . � ' , . . � ` ' , , .� ' e "' � 'f ' ' ' ! ' 1 • ' , " � ` .• ' . , • , , � , E fj. .; ..t ' . . . . . ., �� ,t .1 1 . ' � ' � ' • ' , � ' � • • , , �� � , '' , � ' . I� ' . I� is my c13.nical opinion that. this clien� hae reaponded ve � well � � ��� �'�� t`v a�combina�ion nE .medica�ion.and s chothera . I recomme d1 tha� � � I{:,� .� : , , P Y � PY' - , ,. she continue with this treatment program. Du� �o.the�high,].evei af I{: � � � s�ree� .�.and neSative circums�ance� surrounding her � ob, I. do � not �. believe this�client couZd Eunction adequarely�if ahe retuzn� d �o .� ,E��,, �� �: that ,��nva.ronment . This risk for rel.ap�e� into another . ma j or ,. �:�� � . ��`�depres�3.ve ep�.QOde .is. high. We wi�.l cvntinue �o..work i.n therapy � �' towards developing be�ter coping skills and.ma.�ntaining c�.ienCs . :�` ., �.:. � current �.evel of �unctionin � '� ' � � g• � . : . �. � �, � , � . . , , � . �� ��•. �� Please �eel �free ta contact me at 539-701�.,, i� '�here, are any . ' • , - . . questions concerning this �report . . � , � � '.„ . � �,., ; ,; , . , . ,- �,� , ,, . - . . . r .. . . . . , . . .. ,. . , . � � . . � �� , � � ���-� .���.�;.��..��: � ' M c� LeJ.a.��' � � .. _ � : , . . . , : r��. en�ed. Mental . � , . .. . - e. . , .. , .� . , : � � �Heal�h Coun�e� Qr � - , , , , � . . , ' ; ' ° , ; � .�aaoze�ro . , � .� , , . � �: . � • ,. , . :., . ,.�, ... ; ' . , , ;� . �_ ,, .� � � ,: , . . , , . .. .. , ;� . : � �.. � ;. ;�" � ,� °,.�, ..�.�,.� '. , .: . I . . , . �_ �. �� � . . . � � � . � . � � . ,. . � ' , . , . ��� � � . .;, � . � � �, _: ; . . ,. ! .}'. . . . � � . . . . � .. . . . .. . . . . . . . ., , . , .. . . , , . , ,. . , , . . . � 1 ' E ' ' ' . . . ' . ' � � ' . ' ' . .I � � . . . . � ' � . , �, • • � . . . � . . . � ' ' 1 . . 3 . • � ' . ' . � ' 1 � . 1 . � . . . . . . � • ' I ' . ' . ' . . . . , ' � ' . . '.1 . . � 1 . ' i` . ' , . ' ' . ' 1 ' . ' ' . . ��s.r 4. s .e. ' ' . . � . , . . ! . .. . `I�. .. . ' � . . . . ,� ,' � . . ' � ' !. + � 1 , , • e " •• . . ' ' . . . � . -y ` ,� .. E , ,�. 5 . �. . . � ' '. . � . . ' , w � •s '{.'� '.ti- �..!, . .. , . . . . � . . , ''�,. . 6�� . . : . . . . , . . , ; .,. ' . . ' . . . ' ' ' ; ' +� . . .. ' ... . . � •+� � , �: ' ,�},` ` : ; . . , . . � . ' � f r � . ,` E�' . . ' .i� , ' " ' , , • ' ' . . . , I ' . '1 • . ' �. _ . ' . . . ' . • � ' , . , . . � ' . . ' . . . �° . . . , ' , . � . . . . . . , " ; .' ' � � ' . . , . . . � � , , .. , .. ' �. r. . , . • � . , . � � � . . � ' . ' . .. . ' ' . � ' � . � . . ' , .. . . ' . � � �� • �. � . � t . ' � . � . . � . . . ' . .. . . � � . . , . ' . ' ' e r �jie:.'1i , �' ` . I . . , /r . ,y�., . ' , • - ,- - � . 5� � � . ' ' ' . � . . . � . ' . , 1 . ..� • . '.f' . � '� ,• ; �l • � " � ` , , . • . � . . ' � � . � ' �' . . .� . ?i.', . .I.. � . ' . ' .'f ' . . � � . .�.,' � ,� . � ' . ��.. � , i�. i' i� t .. • ' . , . � . " ' ' . . . � . . , . . . . �.1 t ^ . . _� �t .. . , �i�.li . ��'�`��l� t . ' � _ � .. , . ... . ' ` . " .� S• t . . ? `'� ` , � � . . [`� 1 kr, ,;li ' « . . . `' ' • ; ' r. ' . , � , , ' � '• i . . , , � � , . . � �. ..�f , '�., , . I � �•,5i. . . . ,. . . " •. . . '.. .. .� . .. ' ' . t'� ' , ' . � �..,. 1'� .5'.. .... ' . .� ....�i¢'.ir��'•-°Cr-'e=5—»'.thr.r.Vf.+t:r,:�:c:�'t'.4?"r'�'; '°(;.•^r�a. . . „ .... , � � ' � . .. ' ,.< . , ., � , . . '•n' . . . �n. . �... .. . . �, ... ._.. , . , , .. . .. . � ��' . . • � ' , . ' � ' . , ' � . ' � . ' . i � .. , , � . ' . � t . � .� t .. • , . � , , - '. ' �' � C . : ; � �� . . I.E.V! C�JHEN, M.D. � • f813) 791-4303 . 1 . � � .. . i ' � ��18 ' . � ' i ' �, . � , ' � . . • . Amencan Bocid of PsYchlatN � Noe�olopy . . � : . . • , '• � � �� � � 3023 �aslland 61�d., Sulte 101 . � ' � , ' � � . . � � . �. . � � �Clearwater, Florlda 3462 � � • � . �, '. . � • . . ,., ' ' � � � ��, � . ,`. . ; , , � ' ' . - .t. a . , , . ; , . . � . , .,Apxi]., 12, ].993 . � , , �„ � '� . . ' C�.ty: of .Clearwater Pensi.on Advi.sary Commi�tee � ' , � 4 I' � ' . ' ' . �tE :. Lynn Sm�. th � � . . � � , . �. . � ' -. Tq uham it may concern: . , • . . ,, - • . ' , ' ;,Th�.s �s �o veri€y that Lynn. Smith has. been under� my • � �, ` ,: , � . care ��.nce .Decambez 11, 1.992 .for Major Depression. - , Her � i7.�.ness is d�rec�iy reXar.ed_.ro a s�ries of. stressful .. � '� .even�s, �ha� occurred in h�r departme�t, over a span ' . , of time.� . �. , , . , , ,' � , �. °.Ms. Smith is still u�nder my psych�.a��ric care and � , � cannot ,enva.sion her, returnatng ta any gainfu� employ- ; � . � ment without the re-occurr�nce of �he same sympGoms. � �• s, , that ori�inally brought he.r to my aff�.ce . �� .. .. Ms. Smith wi11 be on antz-�depressant medicat�.on fox the� . ° farseeable future. ' � . .° If you have any �uxther� questi.ons, ar�. �.f � S can be v£ any � further assi.stance to you, .pl.ease don't ��sitate to ca�.l my office. . �' S�nc � ' , , E , t -. . � � . � ' L i n M.D. � ' . � ' � ��� , � . � . ,° .,�.... . .,.,rv .. . . . � , .. . . 9 , � �i , � - a � .� ' . � � � � ,� . Mar[h 19, 1993 � ALAN J. WA�DMAN, M.D. Prrern�T�r ,�HO Neu�arsre���AThT �lasoea�res s��0 �/1�T UKE Rb., au►re 3a� PALM HAIIHOR; RLORICA 3AeaS T[t[rHan[ 7e4•6eS0 � � . � MAR � 4 i99�� Patient Name: SMITN, Lynn D(78: 09/49/ 195U . Dat� of Examination: 3/16/93 ����.��I.S; I?ATA: Tfre patient was referred by Pam Carver at Prafessiona� Psychc�logical Servi�es Eor an second o}�inion rnedical examination for disa�iility, � �.#EF CQ�IPLA3NT: T'�e patient was informed �riok to the evaluation that this evaluatinn was requ�ted as a s�cond opinian and that a copy af this evaluatian would b� sent to PPS and, that in a�l likelihood, wouid r�ot be a�or:fid�ntial �valuation. The patient unc�erstaod khis and agreed to tondnue with t}�e evaluation ,��QR]L .�,P_��ErIT fL��: The pa#ient is a 42 year old white fema�e who �resents for a secand opis�ion b�ecause of wh�t she describes as proc�edings to receive benefiks Cor a work re�ated i�jary. The pat�ent is cvrrently under the car� oF Dr. Levi Cot�e�r� for dep=essiun. S�� taices Zoloft 54 mg bid and an unknown dose of Tranxerie prn. She states that she takes �4i�se when si�e has intermittent periods o# anxiety, but t�ai anxiety is nat a chronic canditian. ir� � addidon, sh� i� in psyci��therapy wiih M. Lelii, LMHC at PPS anci sees th� gsyrhatherapist c�n the average of twice a mnnth. She claims that she has ��ad a diagnasis of depres.sion tl�at tivas diagnosecl by her prinwry medicai care physi�ian 1D manths ago, �Sh� has been in psychiatrsc care sinr� Dec�mbQr of 1992. T#ze patient cites nv previous psyrhiatric history and a good state of l�ealtli until a cirast�c change in her �ob sitc�aHar�. Si�e had been the communications rommar►r�er (administrative position) of a locat police departr�ent. She states that the poiice departm�nt hired a non�iviiia� to take her, pus�tian and demo#ed h�r �o s�ror�d in command, whidz she states result�d in her desponde�cy. She states that she �as been off of work sin�e Decemher 22, 1992. S�e feels that �er depression was work related secondary to �er loss in stalus and did not return ta the police department and $et tearFul thinlcing about it. 5i�e is somewhac angry about promises made ko her on the job,. She states that the disa�ility cl�im is based on nat wanti�g the job that has been affereci to her. She feels that she w�u�d cry a�l tli� iime if she returned to the police station as second in command. The pa�ent daes fee! sf�e could do some other form of work. The patient denies chranic depressed maod since January and stakes that she Izas had significant improvement since �ebruary. Part of the improvement was due to medicatian and part to acceptance of not gUing f�ack to tiie �ob at the police stadon. Tlie oniy residual symptorns of depression she reports ar� some middle of tltie night awakenin�, but she 'ss able to go back to sleep wit3� in an hour. She st�tes her energy, appetite, libic�o and h�r ability ta e�joy pleasure are ail within narinal l�mits. She denses hopelessr�ess, psyclzotic syrnpknms, symptoms oF inania, memory or cnncentration diff�cuities, ci�ronic anxiety or sym�lams of Q�D. At the time oF her ori�inal diagnosis, she was stsffering from chranic depressed macxi, Iow eneR�g}r, low sel# esteem, and crying spells. �...�..� � ' '. ' ' � '� ' � � . � s ,.�- �. �.. . . . . ' .. . , ' . ....' .. i.��... .. � . .: .. , . . . . r? � � �. - . .� . � . , . . . � f.�, .. . . , . . "'r rr Nnme: SMTTH, Lynn . � �' pege 2 � � � , . � . p,�'- PSY-��C I-��,�,"PORY: as per HPi. � �. � . � P�,�'f MED��';Ai. �IS?'ORY: Na chronic iltnesses, no risks Fact�rs For f-�IV. Sne errdor�s a ;. • F�ead.injury as a teenager with Ivss of consciousness, but nv sec�uelae. A1lergies are to �, , �ien�cillin and ibuproEen. Medicatians as per HPI. �►►er the caunker medicin�s �nclude ty��nol . and aspirin� � � �iAL HISiORY: The patient is married to a police offirer anci has been Eor 16-�/2 years. , � Th�y have no childr�n by choice. She �nakes apQroxima�eiy 3-� �igarettes a day, does not � drink�or use �lliat drug3. She �a� a higE� schoo� educa�ion with some coilege cr�dits and is originally from Manchestez�, Connectic+�� � � � ' FA��LY I-IIS('�7RY: ?he pati�nt fee�s that her fa#f�er probably had an u�diagnosed depressior�. , , ., �,�: The patient is an age appropriate a�pearing wi�ite Female. T�ie.patient exhibited no unusuai movements a� manne�istns. � �p� Without psychosis, suicidal or homicidal ideakian. � �: NeurdlogiCa�ly rtptmal, organized and caherent. � �: Euthymir. ' ��: Normai range. � Good. � ' SF�VSORiUM F,�C��: ' ���: Th� patient was oriented x 4. � Memant: Intact for recail, recent and remate spheres. . , �nncentratio� and A��e�nHon: The pa�ent was unable io do se�ial 7s, was ab�e ta do serial 3s, and was able ko spe�l the warci "world" fnrwards and backwards. Conceotualiza�i��: The pat�ent abstra�ted similarities but was equivocal wit� psoverbs � . i�terpretadon. Fro al X..��: The patien� scoreci 17 an th�e Thurstane Worc3 filuen�y Test usin� th� Ietter "5". . ' IMP(tFSSION: Ti�is is a 42 year ��d white female who had a maSor depressive episad� somedme �n 3a#e 1992. She is cucrently being trea#ed with a good r�imen of both m�icati�n �. and �sychvtherapy and is doing yuit� we11 at present. Her symptams have improved as a � � result of th� treatment she i�as rec�i�ed. The onset of majar depressian can either be stimulus ar nnn-stimulus relatec3, khoug�e the patient re�ates som� depressive E�atures prior io iier fob � . demotion, it �learly seemeci to be the st�mulus Eor tf�e anset of li�r depressive episade. � ' Whether she can or should r�turn to work in another ca�arity is beyor�d the scape of this S, �}'' � � ':,�', � . .. �,�� ` . , �. � � � ' . ' . . ' ' � � . . . ; .. . .. � � . ' �. � � _ � - � . , ' . il:4 ' �•.. . .. . ' ,'. . . � . . . 11 . . i � � ° r , .. , � � 1 1 , � � . ' , . .. ' .. . ' i .' ', . ' . '� b � . ' . . 1 , , � - ., , �. . ' � ' ; , . 1 >1', . , • ' . . , . ` . ' � . , . , ' . .. , ' . . . ,. � . ' � , . , � � ; �, � , , , . . • � , � . , � ' ' � - . .' ,' . ' � ' • .. ' { . � , ' . , • t �i , ' . � . . . .. . , ' ' , � ' . � ' � . . � , ' . , ' , ' ; . . • i . � . . ' . ` � . . � , 3�y � ' E }., � ,1 � ( '�If, ,°t' .. i • ��� .., . � ' . ' ' ' 1 e, • � . , ' � ' - � , � . . � . � . ' ;5�. �• . . � . . .'�1,' . � � ' � ' � � .1 , '11 . � . . • . ' ' � � , , � '_°�i. , .iF! I �'�j , ";� . ' . . •.1. •F, . � ' . ,`.''' � .• • • '. �f' . . . . . ' 1., � � � �j � � � ". . . , x : . �. '� ` i, ' � . � I , . . i• ' i�l• C1 . ' � . . . . . . , . . 'r...(� . . . 'i.1' �. . � , � . , ,� � -, � • F' . . , ! 1I � .. i .•},' ', . �. � � � ,. , .. , ` ' .. . � ' ' . ' . �.� .'s ' • . . 1•. .S `'. , i, � � ' . � , s . �'�,,'�f:� � �y'S � , '�'� � ri .� . . . . i . ' ' . ...� . ,� ' • ' . '� , .. '.. � , � ,� • � � . . � . ' � - • id?i°��a'i��7::�ki1.. .,r°.. ;i:. ��, P.t:�.wr.�:t_s �.. _. ..p..,...... � • z�;...,�1: r' . �. . >r,..Y. . � ,..�.�.. .. ,. . � . .. � . . . � _..� . ..� � . �, � ,'�. � ` , .� �, . , ; � , . . ' ,. . ' ' ' • „ ' , � , . . ' " , � . ' . , � wr � : ' � � � , . . �a� F , . . � '" � � '•' .' .• � . ' . �� ' .. � ' ' • . ' . � `��Name: 5MITH, L.ynn � . ' . . � , � page 3 � � , ,� , ., ' . '� � . � , . ; � � . � ' : . � .. . . , '.. � evaluation. She clearly ha's re�sportded well to treatmerit and shauld rerreai� in treatment� S��e ;�f �:, ;. , appears ta be.a tn�t�vate�cl pa�i�nt whv h�s the potentiai to be a high Eunctioning individua�. ' . j I , " ' . . , ' , i . • , �.. � ' ! � Axis I: �. Major depression, singie episode, moderate, in remissi�n (296.25}. � � � � � Axis IL• � None � , � �Axis III: None ' .. , . � ; , � A�s N: Maierate � . . . . � � , - Axis�V: , Cunrenk GAF: 80 - � � . . �� � . � � , � � � �� 1 �, �. Tit�nk you Eor the opportu�ity to r�ncier a second opinion on Mrs. Smiif�. tf f can �. ' .' provide more information or speci�i� demils, please ronta�t me. � .� . � � � �� , � . _ ' � . ' . , � . . , � � . � . . � . � " ` Afa� j. man, M.D. ' , . . � . � � � � � . I]ip�q e, American Board of � . . �, , � ' � • � Psychiatry and Neurology , � . . . � . � �. . . ' . . . ' UPfN: E58318 �, . AjW:s#c � , �. . . ; � ��P�. .� ; � � . ; . . . , . . � Pam Carver � ;' , Pr�fes��or�a1 Psyci�ological Services � . 18167 US I-iwy 19 N, Suite 400. � ' C1�arwater, F'�arida 34624 , . � , , , . �... . , . . .. , . . . , , � , , , ' . . . ,�, . . , . . 6 . . _ • ' � � • • � ' ' . �, . �� ' � , . ' . � ' . ° � . . � . � � . . � , . � . � . ' ` . .. . , . � •, . ' � • ` , e f . � � .... .. . .. . . . ... �. . � . .�il�' .�f.� .i : l.�E.�� � v . .. �� � . ( ? . I. ` t �r�' . .. � � : ,� , . � 1. . I ' . j, � I� , � � i. ' � 1 ' T U T�� OF THE EMPLOY��S' PEN510N FUND M��TING '� � , . � . August 2. 1993 . � T�e City Gommission, meeting as the Baard of Trustees af the Employees Pensi�n Fun�, met in regular s�ssian at City ��aIC, Monday� August 2, 1993 at 12;1 1. p.m. the faflowing mem�ers preseni: � . ' Rita Garvey Ci�airperson � ' Richard Fitzc�erald . . Truste� � ' Sue A. Borfield, • . Trustee � . Arti�ur X. Deegan, I1 , Trustee � � , �� � Fred A. Thomas � � . Trus�es � Alsa Present were: . . � Michae! J.� Wrighc � � City Manager . � , Miiton A. Galbraith, Jr. . City Attomey . � � . Mary K. Diana � , Assistant City Cl�rft �TEM #2 - Minutes � ' . Trustee Berfeld moved to s�prave the minut�s af the July 12, 1993, meeting. �The motion was duly seconded and carried unanimously. {TEM #3 - Repuest for Pension � The City Manager presentec! th� recommendation of the Pensign Advisory Corrimittee � that Lynn Smith be grar�tad a non job-cannected disat�ility �aension under Sectionis) 2.3J6 andlor 2.399 of the �mployees' Pension Plan. Ms. Smith was employeci or� Oetober ?.5, � 972 arrd began participating in th� �mplayees' P�nsion Pfan on that date. Ms. Smith is suffering from depression which is the basis for her request for a disa�ility pension. 5he has submitte� letters from two doctors and has receiv�d an. indep���dent medical evaluai�on (IM�) at the rsquest af the PAC. The letter frorn Dr. Levi Cohen, datad 4/12193, states, "... Lynn Smith has been under my care since Dec�mber 1 1, 1992, for Major . Depres�ion ... f cannot en�isian her returning to any gainfuf employment without tk�e re- nccurrence of the same symptoms that originaily brought her to my afiice." TY�e letter from Dr. Alan .!. Wal�man, dated 3I19/93, states, "The patient cites no pre�ious psychiatric Fiist�ry and a gaod state af health until a drastic change in h�er job situation ... Tlie anset of major depression can �ither he stimulus or nan-stimufus related, thougfi� the patient relates same cfe�ressive #eatures prior to her jot� demotion, it clearly seem�d to be the stim�jus ior the onsot of her de�ressive episode." The !ME report from ar. Ron Lazez, dated 6/G/93, states, "fn my opinion, Mrs. Smith Y�as a permar�ent impairment to functi�n as a Communicatiar� Commander. Prognasis far rscovery is guarded. 8ased an my o�inion, after reviewing Mrs. ' minPF08a.93 � � 812193 ' 0 � . ' . . � , i i � � . � ' . , ' ' . • 'r , � . �. ' � ' �� � I � I , • ' I _ , • I � � � � Smith's job desaripkion as a Cammunication Commander, sha is tota!!y disabted to perform these duties." � Ms. Smith submitted a request to th� �AC for a job-connacted disability pensian. After � r��iswiRg the documentatio� received, t�e Committee determined tl�at Ms. Srriith is permanently disabled from her pasitian as the PoEice Communications Manager but further • •, reyiew is neces5ary to determi�e whether this disability is jab-cannected. T�e�Committee was aclvised that Ms. Smith is currendy in a"no pay" status since her benefits have been . exf�auated: In light of #�er current situation, tt�e Committe� approved a non-jab-ccrnnected disahility pensinn with the provisia� that this can be changed to a job-connected disabiiity pension if the new documentation requ�sted indicates the ctisability was caused by��er job. Based on an average salary of approximat��y 536,327 over t�e past five years ar�d the . formt�la for computing non-job-connected dis�biiity pensions, Ms. Srnit�'s pension wEl! . approximate to 578,845 annually. Taking inta considQratian mortafity rates and age the , present valuQ cost af financing this pens�on will be approxima�ely $221,963. Human Resaurces Direckor, M. W: Laursen revievv�d t�e request. He said Ms. Smith � did request a jof� cannected disability pen�ion, however, the Pension Advisory Committea did � not concur. Because she is riow out af sick leave benefits anci would �e in a non-pay status, th� PAC approv�ci a �on-job connected disability �ension at tilis time with the understanding she might cantinus Co submit medical evidence to sustain her ori�inal request. He said this � has been done se�eraf times �ver the year� tv preclude an empfoyee from being in a non-p�y status either witha�t pay flr pension as these issues can take a Eong time to resolve. Charrpersorz Garvey said st�e i�ad rec�iver� acidiiion�l infarrnation thi� morn�ng w��ich sho t�as nat had a chance t❑ read. � Trustee Thomas moved to deny the recommPndation of the Pension A�visory Committee for a non-jab connected disability pensian. Trustee Thomas s�id he considered this request Co be nne of the mast egregiaus vioiations of what a disabifity or pension program is abo�t. He teJt Ms. Srr-�ith is capabl� of finding work within the City based on brvad job skills, He fnund this ta be an intem�l iss�e within the City Manager structure and did nat pe�sonally believe the City should pay sarneone for mencal iilness or depression because she is running out of money from her prior medical campensat9o�� program. He said he has read the shap steward's report and other informatian in depth. He said this is an example af the failure of a pension or disabi�ity l�oard to see how an ernployee deems their job to be porformed or not to be p�rformed anr� then cfaimed ' depression' because something da�s not happen to th�ir iiking. � Chairperson Garvey questio�ed wf�ether it would be preferabls ta rerrtand this bacfc to the P�nsior� Advisor� Commiitee to review again. � Mr. Laursen said if this issUS was befare the hoard as a ja� connected disability pension approval fram the PAC, the baard did nat ha�e the authority to overturn it. A non-joh cor�nected rJisabilisy can be rejected or remanded bacfc to tE�e PAC. He said the pensian plan pravides that if the PAC andbr cY�e 7rustess dQtermine an employ�e cannot do their current minPF08a.93 � � ������ ', � ' :: . , , . , . � f' , . , � � � � � . , �, . ' � . ,. :i�. � ,,.,.,:...t� �.. .., . o � . . ,: , � , ! � . job duties, they �would bo entitled under the ardinance ta a disability �ension e�e� though they cauld perform some other iob. � � Trustee Thomas asketi if a� employ�e's sup�rvisor changes the �mplayea's position siatus and the em�iayee daes not iike the chatt�e, is the City respons�t��e ta rr�aintain that emplayee's arigina) siatus. Mr. Laursen said pasition clsar�g�s occur frequently with � reorganizatians. fvlem�er Thomas ask�d if this empioyee was given an o�partunity ta work at lilce pay or unlilce pay ir� any piace within City government. Mr. Laursen said his understanding is this empEoyee had the opportunity to remain without a�y lass of pay in that dtvision as the assistant in a management positior�. Member Thomas aske� if there is any other pnsition in the City where Ms..Smith can wark and use her slcil#s; and if so, has this positian bee�� offered to Ms. Smit�. Deputy City M�nager Kathy Rice said she met with Ms. Smith persanally offeri�g her assistance irom Human Resaurces to find such a job, and to her � knr�wledge, Ms. Smith did n�t take advantac�e ofi this offer. Mr. Laursen saici shQ could t�ave opt�d to accept that help and move to an alt�mate position. � In respons� ta Trustee Thomas' question, Mr. taufsen said ti�e Pensiort Advtsory Commik#e� is created by ardinance which �rovides there �e a committee af three employees elected by employees participating in the plan, Any changes would nesd to go through bargair�ir�g �nd conform to state statutes befare goi�g to referandum. Chairpersan Gar�ey again questioned whether this issue should 6e remanded back to the PAC for recansideration. � T�e mation was duly secanded. ., Trustee Deegan felt the PAC's recommen�ation should nat be denied withouC a full explanation, He referr�d to the medicai letter written t�y Dr. Cohen in April stating he couisS not �nvision N1s. Smith returrtiing to any gainful employment ar�d a subseyuent letter #rom E�im dated June 3, 1993 in wF�ich he says ..."however, she canr�ot 6e considered disabled because she can ��nction i�i any other situatian, the anly area she has diffice�lty with is in �relating to . her supe�visor." � H� said hs understood the latter Istter ta he a clarification of �is pasitian � which is Ms. Smith is nat permanently disabled and can work in anotner situation as lang a� it was nat with the sup�rvisQr st�e was �aving problem� wiFh. Mr. Laurs�n agreed that is what the letter reflected, Trustes �eegan said there was a 1ot uf reference t� Ms. Smith being demoted. He questianed whether Ms. Smith had been demate�. Mr. Laursen said no action had been taken to oificially demote her. Trustee Deegan questioned whether the de�artment had been restructur�d and Mr. Laursen respontied it had. A pfll9ce captain was pla�ed over that division ar�d Ms. Smith was to report to him. Mr. Laurser� sait! her pay and t�ensfits ar class title had not ��en changed to t�is paint. Trust�e Deegan aslceti if there was any reasan far Ms. Smith to beiieve she had been demoted. Mr. Laursen said it cauld be viewed that way if one is in charge of an organization and same4ne else is placed over them; howe�er, he said contractualiy and legally, she had nat been demoted. � minPF08a.93 3 ���f�� `� �. � '. . -� . � r :. ' . . t , , . ,.i�.. . .. • ..,�r�,�•;.,.� , , • . . .. � ' °�� . � , , f . � ■a � ' Trustee Deegan auestianed on what grounds the Police Chief rriade t�e restructuring and whet�er it had anything to do with the performance af Ms, Smith. . � Palice Chief Kfain said the decision to restructure was rnade subs�quent ta the fact that Ms. Smith �ad been abs�nt from duty for an excessive period of time and the actual aperatian of the cammUnications �ivisions was being run on a day ta day basis botween the De�uty Chie� and the F'alice Chief. He said h� felt a need ta restructure and persanaily , car�tacted Ms. Smit�. H� said he gave ner ev�ry �ppartur�ity ta report back tn duty and infarm�d her if she did �ot r�port bac�C, the c�ivision would be restructured. . Trustee Deegan asked haw Ms. Smit�'s performanc� had been in the tast coupie, year� and the Police Chief said she had rec�i�ed exceilent to satis#actory evaluatio�s with the las# ori� being s�tisfactory, Trustee Deegan had i�dicated Ms. Smith said the satisfactory ava�uation had taken I�er by sur{�rise; she had expected �n excellent rating. Chief Klein said t�ere had be�n ongoing discussian betwe�n the Deputy Chief and Ms: 5mith whicfi� .tivas documented ir7 t�e last evaluatior�. Chairperson Deegan referred to an outsidQ consultant w�o had made recommendations on how ta imprave the communications di�isian arid asked if t�is u�cover�d any dissatisfaction t�y the employees regartiing Ms. . Smith. The Palice Chief said thpra w�re a number of issues where dissatis#action was expressecf �ut did r►at recall if any was direct�d s{�ecifically at Ms. Smith. There wer� r�umeraus cancerns in the overall management and operatio� of the division. . In response to a question, Chi�f Kiein i�dicated the ultimate responsibility far the division resks with tho divisian manager. He said t�e did not want tfl tak� anything away from Commander Smith ant4 indicated she did an exceilent jok� in terms of operation and managemer�t af the division ta a point. When she began to exparience medica! and/or psychalagic�l difficulties, the management of the divisian began to suffer, He said she was absent a c�ood deal of the time. �nd he had tfl tteal efifectiveiy with ti�e ��eryday operations of t�e diyision. He reiterat�d he gave �er every op�artunity to resume he� duties. TrustQe Deegan asked the Chisf ifi Ms. Smith is capabie tociay of managing the division the wa�y it shouid be and he indicated "no" and said he has made ather manaqernent decisians which h� feels is in the b�st interest af che department. Chief Klein said he felt Commander Smith was �capable of camir�g bacic to duty in the capacity af Assistant Division Cammander and ga�e �er that opportu�ity. Trustee Deegan expressed concern if a non-jpb connected ciisabi�ity pensian was grantad, it wou�d appear that �nsatisfactory psrtormance is 6eing rewarded with a sizeable fina�rcial gain. Trustee Berfield referred to a letter written by Nick Gossman. Chief Shap Steward . CWA �.ocal 3179, and a�ked if the letter was rapresentative oi the CWA. N9r. Gossman respanded "izo"; however, he said the executive board of the CWA is aware of the problems in the commur�icativns cfi�ision. He indicated certain items Ms. Smith pointed out did not iit the chronology ot t�e facts he was aware af. Trustee Berfisld felt t�is pension should �e denied a�d tha PAC should be asked to reuiew the request again. She indicate� facts in Mr. Gassman's letter were �at cansistent mi�PF08a.93 � � 8I2193 , .� � . • . - , . �w ■ , t . , . �, ,�, {;. . ' _ `���j��`' `-°" � . �.. ,... . � ... ,... :. . ' � .., , . . �< , ,. � . , ti rw.• �.. � � _ . � ' . ,. . , . . . ,�_ , with facts presented �y Ms. Smith. She expressed concern in granting a disability pension on the basis oi the job changing, as it �nes in mosi instances when thQre is a rsorq�nization: � . She referred ta statements r�ade in the m�dical letters inciicating Ms. Smith cauld functio� in , nt�rer s�tu�tions b�cause she is not permartently d'rsab�ec�� ttte prognas+s for recavery is gUarded and not hapeless; etc. , . . , � �� � Cha�rperson Garvsy recommended the PAC re-evakuate the issue rev��wirig the information presented by Mr. Goss�nar�. Trustee Berfield asked wi�at the pro�ess wauld be if the r�quest is d�nied and Mr. Laursen said he felt the r�ext step woufd ba effected �y tha emplayee,, He saic! if th� reqi�esi is rsmanded back to the PAC, �they wauld re-evaluate it, � Trustee Thomas asked what the employee`s next step would be if the request is denied, and The City Aitorney felt Ms. Smith had the optian to appeai the decisi�n through th� court system. � � Ed Hooper, Cf�airmar� of tt�� PaC, said Ms. Smith had been acfvised by the PAC ta ' gather aciditionai information fram her physician. Me said tl�e PAC had difficulCy in malcing a recamm�ndation. He said cnncern had be�n expressed that if this request is approved, many similsr r�qu�sts would bQ coming before the PAC. Mr. Hooper said if nothing is dane or if the �ension is denied, the employee is still vested and can draw a p�nsion in 30 years or at age � 5�, w�ichev�r cvrnes first. Hs saic! t�e board canriat cter�y Ms. Smith a pension, just aim tho request in anoth�r direction. He said the F'AC has struggled with this reqUest fnr some time and he indicated �hey are asking ciirection from the board. !n respanse to Trustee Thamas' question, it was indicated Ms. Smith has worked for the City for 21 years and would �uafify for a pension i� approximately $+ years. It was i�dica�ed after 1 Q years an smployee is v�sted in the pension plan. There was discussion regarding how a pension is caiculatecl. Trustee Thomas said Ms. 5mitfi� is not being denied the right to woric for the City and Mr. Haoper rasponded, as the ardinance is currently written, he ciid not belisve the City could malce Ms. Smith take any other job other than the pasitian she naw holds.' ln reapan�e to a q�estion, De�uty City Manager Kathy Rice indicated Ms, Smith had been offered a job in the City far which she ia qualiffed; hawever, she was not a�nrare ii Ms. Smith took advantage af the offer. . Mr. Hoopsr said he belie�ed if this r�quest is denied, Ms. Smith will pursue a job connected disability pensian. � The City Manager pointed out a r�tirement p�ns�on would became effecti�e in 8 years; a non-jot� disability pensian wauld f�e effective �Imast rmmediateiy. Mr. Hooper said mental stahility is difficuit to determine, the PAC relies on medical ' apinions. . minPF08a.93 5 812193 0 .iy• :�.�;: . ,3. �5 ,. ,; . ' i'�� :s . � . .. , , , . ' •i: .s: • 1. '1 �.��' . .^'1� f'. .j' "i� � , ' . . � . . ' .:�.�,'• ''S� . .!�'v. '4�••71��J� •�'• .. .•t ' +U�' ' . . . . . . . . , . . ; �:E'„ �. i : � 1 . ' • r " . , ' . . ... • ` :a • , . . ' . . �,a'' � �ft , �.'j', � e': � . , "f. �i��.' . � . . � - ' � � � ' ,' :':�� i:i.y: ' . . , i., . . , , . , ' � .. . � ,. � . . ... ' i . �,> .�,� . �. .'`�, �i�I-' ' ' ' . ' � . � '�1 . ,' � . � • .. . .. . . . . . . . .. ; , ' ! . ' . r,�.•o.k�. ' . .' ' . ' � . �� ;; .'r' :'� . ' ' . ., � ' � � � , . � ' '•�'�1'.- . ' 1 9. 4:�' ,. 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' . . , , ' . . . . .. � . , ' � , ' . . . , 1�.� � �'���Upan t�e vote heing taken an the mati'bn an the t�vor� the motion�ca�rried unanimous�y. � ��.�� r,Y, � � . . . � � � ' : � .. � � ; : - � , � , . � . � ' �,,� .. . � . T 4 r B #n none. , , . . � , � . � . , � � . . . . . , , . . , , . . • � , ;;t� ,� IT�M �5 _�Adiaurament ; , � � . • � . : � ., . . , . . :., '. �, . � - . �. . , . � . '. ,� . . - . The m��ting adjoum�d at 12:50 p,m; �, ' � � � , � � • , � � � -� , � . � , . , . - • . .. ha�.rpexso , , . i . .� , . _ . � , , , ., . . � . � � . � � . . ATT�ST : . , . , _ , . � :� , � ... � As�cis n� Ci�y C].erk ; . � . , .. .' .� ' � . . .. � . . . . �. • '.f . , . ' ' . . . , ' . . : 'i . . , ' ' ' ' - ;� � , . . ' ' ' , '. ., � • . f . . . : e � . . � � . ' ' , . ; . � . , , . , . ' . . � ' 1 . , � � • . • •. � • . + . . ' . � , � . ' . . . ' E ' i� � . . . � , . , . , . , . . . � . . . , f . , f . . . ' ' . . ' � " � . � . • � � r � . ' ' ' • . 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