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".q: .a :: '1" • 3, ?` '#tE, , i ., }.,, l,i rriat,.'!' s'.? .rpj.. ..1.-t L .1' [a. .',h c{r, °r' >f .7?„#.', qy; ,y ?•'?(?'.?F.P 7i ,i' :`?., r. N,.. .A, ?, s; da/P'' I ens o F, 4 .., 4 94'? o g5c? • rL ;,yi ,. fa" ..l'.. AYE ?):,i'??.:' s,•atr <,. yj-??.6^ :p .?'4.. , 'c,T <;r.• y, ?'.' .. ? ,, ? , N: '.r? :FT'°`? ` ? I .r i ea} .?r'5. ? s, ? ??? ?'r. ?• . ?:d(o,"s^'l7Y'ha4-. „wF,<a4?• ? I' ?.? ? i ?. .:, -S ••ti4?', lii,?.. .?., a•. A,i,.e .+. ',l.` .•7. ?... I_? c; ' I' F ' ? ! r ? , `!i :f' °k•r:+,, , -, „ ?;, ,. .,. o •, . ? - i . n ? - ?? ?. ACTION AGENDA Board of Trustses'af the Employees' Pension Fund ?}I -' Monday, April 4, 1984 9:00 A.M. r• a r f 1. Cali to order 1, 9:00 a.m. 2. Approval of Minutes. 29 ' Approved as.submitted. of 2128194 . r . Request for acceptance' 3. "Approved , into membership: . a)' Deritangian Davis s b) Daniel J. Rozzi c) Carolyn L. Brink d) David A. Desgro ; e? Pawei W. Dembinski i ' f? David G. Nardin. Regular Pension to be granted: 4. Granted.' John Chester I 5., Regular Pension to be granted:, 5. Granted. Joan M: Stiers 6. 'Regular Pension to be granted: 6. Granted. ' Robert . C. Craft i? 7. Non-Job-Connected Disability . 7. Granted. Pension to' be granted: •I Reba J.-Parker .8. Other Business: S. Waived requirement for 3 members to vote on disability 9. Adjournment: pensions. 9. 9:06 a.m. ? ?1, ? ?. .. •r ` ' ? ? ' • . 1 . 1, - . , .1i ai ? 1 , . .. ??'y;?,,.J:j'?h?';iSC•'.'flfF????'k}!'rFl:{i. .I ,,r?• . . I .. ., +' .'r: !I. ' ?'? rr ,. .r f?? "a1?t?,..-t?,?;-r;, s,,a.,,.•r.,•.a.?r1?,? •?;?.•,'?tt's` t`i ,. '+' ? .I! ?.7 ?E' ? i.. ?t.?if 'ti! ? •I.', ;?' . ( , j 1fF'. 'AGENDA ' Board of Trustees, f the Employees' Pension Fund Monday, April 4,1994 9:00 A-M:. 1,. • Call •to order . 2.. Approval of Minutes of 2128194 3., Request for acceptance into membership; ; ' a) Deritangian. Davis b) • Daniel 'J. Rozzi. c) Carolyn L. Brink 1 d) David A. Desgro i • e) Pawel W. Dembinski f) David G. Nardiri i .4. Regular Pension to be granted: ' John Chester 5. Regular Pension to, be granted: ' Joan M. Suers ' 6.. Regular Pension to be granted: Robert C. Craft 7. Nan-Jots-Connected Disability Pension to be granted: Reba J. Parker ' 8 Other Business: 9. Adjournment: t ' . rtar ¦ TRUSTEES OF THE EMPLOYEES' PENSION FUND Item # Meeting Date: -4/A/94-- Agenda Cover Memorandum :. Subject: Membership in Employees' Pension Plan Recommendation/Motion: Employce(s) listed below he accepted into the Employees' Pension Plan as recommended by the Pension Advisory Committee, ? and that the appropriate officials be authorized'to execute same. BACKGROUND: Seri iority Pension Name aad Job Qloss Dent.lli-V1 D-01.Q Effecti-Yr, Date Dcritangian `Davis, Library Asst. I Library 217188 1131194 Daniel J. Rozzi, Police Officer Police 317194 317194 Carolyn L. Brink, Sr. Staff Asst. City Manager 217194 217194 David A. Desgro, Survey Asst. I Pub. Wks./Eng. 2122194 2/22194 Pawel W. Dembinski, Drafting Tech. I Pub. Wks./Eng. 2122194 2122194 David G. Nardin, Senior Electrician Parks & Rec. 2122194 .2122/94 Page Reviewed by: Originating Dept: sts: Commission Action: Human Resources Total Legal NA ? Approved ? Budget _ NA Approved w/conditions Purchasing JJA User Dept.: Current FY ? Denied Risk Mgmt. _NA ? Continued to: CIS Funding Source: ACM Advertised: ? Capt. imp. Other NA Date: ? Operating Paper: ? Other Attachments: Not required Submitted by: Affected parties Appropriation Code: Letter(s) ? Notified ® Not required ? None Citv Manager t 1 ` • 1 ' ,.tat i. ? t•f+? 'j '3`t •r?' ^ •I,s ,,'. .R`F :,? Y yt'•{' t'4:\`il•? '.F',b (.ft tY:pe >:?{ ? =1. l'l '?`Y:. ,IE .4sl. "?''?kf/..?. . 1. yt ?. `li [' `i %`f S;?F. tr "•1': i.`t.'?'.. !` . I%` , >. lf: . 7 • `t ` + ?• . t' . .1,` f.3 ' .. .'t `. , 'i` , .,'i ?` i ;e i' . ? .. . . .. t . , i .. . :r. . , . ' CITY OF CLEARWATER EMPLOYEES' PENSION PLAN PENSION ADVISORY COMMITTEE TO:. Pension Trustees FROM, Pension Advisory Committee SUBJECT: Recommendation for Acceptance Into Pension P1nn• ' DATE: March 2, 1994 ` As Trustees of the City of Clearwater Employees' Pension Fund, you are hereby notified thut the employee(s) listed below have been duly examined by a local physician' and each has been designated as a "first class risk". These employees are eligible. for pension membership as noted in the Pension Eligibility Date column below, and . it is, the recommendation of the Pension Advisory Committee that they be accepted, into membership. Pension Elig. NaMg. Job. ,15, & DeWDiv. 11jl;Ih.Date Hire Dote I3?te Pawel'.W. Dembinski, Drafting Technician I;, 6111156 2122/94 2122194 Public Works/Engineering David G. Nardin, Senior Electrician, 8126163 2122194 2/22194 Parks & Recreation Department 't +{£yy'_!' "?{fie i?CLe 51.E •'.e?5tl; •, f .• r S.:1i ,. `' ; ` ,' •.c't ,•?t r+'1 ,.?p'`i;•I' j?`=?. y't, ? rt ia`'. I ,' : .`.i5?°e?':r"i'?.?• ?ti 1' _' ' •i ; !, ,??. _ .S` ?; "r:'{{?; Si?i'i? ';°` .% ' • y , t. ;, '. '... ? ' e 3 j . i ? 40" "e:y,.'.r: ': .e,.• rt "r? ., 's}f(si',' t?. ,. ,tr +•:.:I"( ).,•tt T 1< .. ':i`eV .r f• , 'Ai .:.FF4.: S rl. '?` > , ._ t'%. .. ,. }. .l ..?. . , ' ' CITY OF..CLEARWATER { 'EMPLOYEES' PENSION' PLAN PENSION ADVISORY COMMITTEE T0. Pension Trustees) FROM, Pension Advisory Committee SUBJECT: Recommendation for Acceptance into Pension Ptah DATE: February 16, 1994 AS Trustees of the City of -Clearwater Employees'. Pension Fund, you are hereby notified that the employee(s) listed below have been duly examined by a local physician' and each has been designated' as a "first class . risk". These employees are eligible for pension membership as noted in the Pension Eligibility Date column below, and it is the recommendation of the Pension Advisory Committee that they be accepted into membership. Pension Elig. I awe.-Job. ClnSs. & Dept./Div. irk Date Hitg Date Da3c i r ' Deritangian Davis, Library' Asst.. 1 9/6162 2/7/88 1131194 Library " *Employee hired from permanent part-time j to full-time permanent status. Hire date reflects date 'hired 'as ' permanent part-time. Daniel J. Rbzzi, Police, Officer, 711 316 S 3/7/94 317/94 Police Department ! Carolyn L. Brink, Senior Staff Assistant 10127/41 2/7/94 217/94 s City Manager's Office David A. Desgro, Survey Assistant 1, S/ 1 0/60 2/22/94 2/22/94 ? Public Works/Engineering ! ! TRUSTEES OF THE EMPLOYEES' PENSION FUND Item # Meeting Dale: 41.4/94 ? Agenda Cover Memorandum Subject: Pension to be Granted. Recommendation/Motion: John Chester, Fire Prevention Inspector, Fire Department, be granted a regular pension under Section(s) 2.396 of the Employees' Pension Plan as recommended by the Pension Advisory Committee. ? and that- the appropriate officials be authorized to execute same. BACKGROUND: John Chester, Fire Prevention Inspector, Fire Department, was employed by the City on August 27, 1973, and began participating in the Pension Plan on February 27, 1974. His retirement will be effective on February 28, 1994, at the beginning of the day. Mr. Chester's pension was approved by the Pension Advisory Committee at its meeting of February 16, 1994. Based on an average salary of approximately $38,640' over the past five years and the formula for computing; regular pensions, Mr. Chester's pension will approximate $19,320 annually. Charts from Finance which take into consideration mortality rates and age reflect t h e "present value cost of financing" this pension will be approximately $188,622. Note: When Mr. Chester was originally employed, pension deductions were riot taken for the first six months and employees contributed to Social Security. When employees were given an option to buy back their first six months of service, Mr. Chester chose not to exercise such option. Page Reviewed by: Legal _ _ N A Budget _ NA Purchasing _h[A Risk Mgmt. -1-4A CIS f.._NA ACM Other NA Submitted by: Originating Dept: Human Resources,,, User De Advertised: Date: Paper: ? Not required Affected parties ? Notified ? Not required of s : ? Total %_ - i I%; pit V t Funding Source: ? Capt. lanp. ? Operating ? Other Pension Appropriation Code: 646.07410-51,0100.5R5, Commission Action: ? Approved ? Approved wlconditions ? Denied ? Continual to: Attachments: Letter(s) ? None Citv Manager C' I T Y OF C L E A R W A T E R POST OFFICE BOX 4746 CLEARWATER, FLORIDA 34 618.4748 Human Resourees Department 462.6070 'IY? Honorable Mayor and Members. of the City Commission as Trustees of the Employees' Pension Plan FROM: Pension Advisory Committee COPIES: Debbie Bailey, Payroll Services Manager Ernployee's File SUBJECT: Regular Pension-John R. Chester DATE: February 16, 1994 The Pension Advisory Committee received an application for regular pension from John R. Chester 'on February 2, 1994. Mr. Chester was employed by the City on August 27, 1973, and has been a participant in t h e Pension Plan since February 27, 1974. The amount of Mr. Chester's pension will . be computed by the Finance Department at such time as his last five years of service and salary can be calculated. By motion matte and duly carried at its meeting of February 16, 1994, the Pension Advisory Committee approved/recommended a regular pension based on years of service for John R, Chester in accordance with Section 2.396 of the City Code. This pension will be effective on February 28, 1994, at the beginning of the clay. I hereby certify that the Pension Advisory Committee has approved the granting of a regular retirement pension for John R. Chester and the above dates are correct. Ch it an, NiTsion Advisory Committee q*- I 'Equal Employment and Affirmative Action Employer'' PENSION REQUEST FORM I. John R. Chester " do hereby apply for retirement from the City of Clearwater General Employees' Pension Plan. My benefits date is February 27, 1974 (Eatr elate into Y P pension plan) My date ' of hire is 'August 27, 1973 My birthday is September 13, 1942 my job classification is Fire Prevention inspector and I work is the Fire Department. Division. M y resignation date is February 27, 1994 The type of peasioa for which I am applying is (check only one): x Regular Pension based an years of service lob-connected Disability Pension Non-job-connected Disability Pension My spouse's name is: Laurie Dependent children under the age of 13 and residing in my household are: (Print Child's Full. Name) (Ch.(M's Date of Birth) I hereby certify all of the above to be true and correct: ignatura) February 2, 1994 (Date) . (Notary Public) ;10TARY PUBLIC STATE OF FLORMA Illy '+• r r i?rED THRUDGEHEM ins. Ui,Dy4 CITY OF CLEARWATER GENERAL EMPLOYEES' PENSION PLAN OPTIONS - FIREFIGHTERS OPTION ?-1: Employees can receive a lump sum payment for ? vacation and holiday pay and 1f2 of accrued sick leave at the time. of separation from the City. There will be no S`ro deduction for pension from this lump sum payment nor will this amount count as earnings in' the calculation of the pension. 'fhe last day of ' work' will be ` the termination date and pension benefits will begin the following dav. OPTION. Emolovee can extend termination date by the time due ! (Only available to for vacation, holiday pay, and 1J2 of accrued sick- 'leave. employees hired 'Termination date will be the final day of extended time. ? prior to 101113.3) Pension • benefits will begin the follow•inz dav. 3 ' - • M M M +. :{ s A ? M K y }[ xY .1 M ? ]r ff r ? • r ? y t` Jahn R. Chester an _-mplovice of the City, of Clearwater. hereby apply for pension benefits under the General Employees' Pension Plan. .l hereby certify that I fully understand the two options offered to me. I choose to retire using Option n 1 and wish my bencius to be calculated under this option. I understand that once this form is signed, my decision is irrevocable. Ei PLOYEE'S SIGNATURE. 4. Y SOCIAL SECURITY 26 644376 AD SS:_ 29736 69th way North Clearviater, FL 34521 C?' ,. ltr r February 2, 19914 i DATE: • i TRUSTEES OF THE EMPLOYEES' PENSION FUND Item #? Agenda Cover Memorandum Meeting Date: 4, _ Z4 24 Subject: Pension to be Granted. 'Recommendation/Motion: Joan M. Stiers, Groundskeeper I, Parks & Recreation Department, be granted a regular pension under Section(s) 2.396 of the Employees' Pension Plan as recommended by the Pension Advisory Committee, ? and that the appropriate officials be authorized 'to execute same. BACKGROUND: Joan M. Stiers, Groundskeeper [, Parks & Recreation Department, was employed by the City on February 25, 1974, and began participating in the Pension Plan on that date. Her retirement will be effective on March 2, 1995, at the beginning of the day, Ms. Stiers' pension was ' approved by the Pension Advisory Committee at its meeting of February 16, 1.994. Based on an average salary of approximately ,$22,035 over the post five years and t h e formula for computing regular pensions, Ms. Stiers' pension will approximate $11,568 annually. Charts from Finance which take into consideration mortality rates and age reflect the "present value cost of financing" this pension will be approximately $103,374. Page Reviewed by: originating Dept: ' Costs: $103,374 Human Resot rc Total Legal NA Budget ?bIA _ Purchasing _NA User Dept.: Current FY Risk Mgmt. _NA_ N Cis Funding Source: ACM Advertised: ? Capt. Imp. Other NA Date: ? Operating fY. Paper: ? Other Vendsin._ ? Not requires! Submitted by,. Affected parties Appropriation Code: ? Notified ? Not required 646-07410-5',Q100-585 Citv Manager Commission Action: ? Approved ? Approved w/conditions ? Denied ? Continued to: Attachments: Letter(s) ? None C I T.' Y. O F. -C L E .AI. R-W A T E R. POST OFFICE BOX 47,46 CLEARWATER, FLORIDA 34618.4748 Human Resources Department . .., 482.8870 T(Y Honorable . Mayor and Members of the City Commission as Trustees of the . Employees' Pension Plan FROM: Pension Advisory Committee COPIES: Debbie Bailey; Payroll Services Manager Employee's File , SUBJECT: Regular Pension----Joan M. Stiers DATE:. February 16, 1994 The Pension Advisory Committee received an application for regular pension 'from Joan M. Stiers on, February 14, 1994. Ms. Stiers was employed by the City on February 25, 1974, and has been a participant in the Pension Plan since that date. The amount of Ms. Stiers' pension will be computed by the Finance Department at such time as her last five years of service and salary can be calculated. By motion made and duly carried at its meeting of February 16, 1994, the Pension Advisory Committee approved/recommended a regular pension based on years of service for Joan M. Stiers in accordance with Section 2.396 of the City Code. This pension will be effective on March 2, 1995, at the beginning of the day. I hereby certify that the Pension Advisory Committee has approved the granting of a regular retirement pension for Joan M. Stiers, and the above dates are correct. C iai man, ension Advisory Committee too "Equal Ern ploymeni and_AfIIrmative Action Employer' r 1, PEYS10t REQUEST FORM Joan M. St:iers i• do hereby, apply for retirement from the City. oz Clearwater General Empioyees' Pensio'a Plan. My benefits date is February 25, 1974 (Entry date into pegs#an plan) My date of. hire is February-25, 1974 My birthday is February 4, 1931 My job classirication is _ Groundskeeper z and F work in tiro Parks & Recreation Department. Parks Division. My resignation date is March 1, 1995 The type of pension for which F am applying 'is (check only one): x Regular . Pension b:iscd on years of service ,Jot?-connected Disabilitl Pension tyau•job-connected Disability Pension My spouse's name is: George Dependent children under the age of 18 and residing in my household are: (Print C!Liid's Full ?` =e) (Child's Late of Birth) F hereby cermy all of the above to be true and correct N\ (S azure) krvary 14, 1994 (Dace) ( tart' ' Public) NOTARY PUBLIC. STATE OF FLCMDA, MY C014NIISSION EXPIRES. SEPT. 24. 1994. ¦OND90 THHU k%)TARY PUBLIC U140CRWAIYCM ' OPTIOLN =Z:. (Only avnilatlle- to employees hired- prior to 1411190) at the time of separation from the City. There will be no S17o deducdc' n for pensioa from this lump sutra payment nor will this amount count as earnings in the calculation of the pension. . The last day of work will' be the termination date and pension benefits 'will begin the following day. Employee can extcnd terminadoa date by the time clue for : acztion. holiday pay, and ii2 of accrued sick. leave. T ct•miitation date will `e :he final day at .ate^ded time. Pension benefits will begirt the following day. . ??? R Y R Y i Y Y R Y Y Y Y Y Y ? 111 R Y R Y R? ' I. Joan M. Suers an =ploycc of the City of Clearwater, hereby apply for pension benefits under the Generai Employees' P--psion Plan. I hereby certify that l fully understand the two ootiaos offered to mc. l choose a to retire using Option and %vish :ray benefits to be calcuiated undo. this option. I understand. that once this form is signed. my decision is irrevocable. ELWI,4YE)~'S SIGNATURE:- SOCIAL SECURITY n: 088-24-0325 ADDRESS:_ 2250C Shelly Drive Palm Harbor, FL 34684 f . DATE' _ February 14, 1994 _ r TRUSTEES OF THE EMPLOYEES' PENSION FUND Agenda Cover Memorandurn Item 0 Meeting Date: -Al .1194 Subject: Pension to be Granted, Recommendation/Motion: Robert C. Craft, Toll Facilities Supervisor, Marine Department, be granted a regular pension under Section(s) 2.396 of the Employees' Pension Plan as recommended by the Pension Advisory Committee. ? and that the appropriate officials be authorized to execute same. BACKGROUND: Robert C. Craft, Toll Facilities Supervisor, Marine Department, was employed by t h e City on 'June 27, 1973, and began participating in the Pension Plan on December 27, 1973. His retirement will be effective on September 9, 1994, at the beginning of the day. Mr. Craft's pension was approved by the pension Advisory Committee at its meeting of February 16, 1994. Based on an average salary of approximately $29,871 over the past five years and t h e formula for computing regular pensions, Mr. Craft's pension will approximate $15,458 annually. Charts from Finance which take into consideration mortality rates and age reflect the "present value cost of financing" this pension will be approximately $113,411. Note: When Mr. Craft was originally employed, pension deductions were not taken for the first six months. and employees contributed to Social Security. When employees were given an option to buy back their first six months of service, Mr. Craft chose not to exercise such option. Past Reviewed by: Legal NA Budget NA Purchasing CIA Risk Mgmt. --NA AC ` CAS ? A cz-.- Other NA Submitted by: City M r Originating' Dept Costs: $113,41.11 Human Reso1urce / Total t 1. User Dept.: Advertised: Date: Paper: ? Not required Affected parties ? Notified ? Not required Current FY Funding Source: ? Capt. Imp. ? Operating ? Other eension _ Approprintion Code: 646-07410-53 IOQ 0-585 Commission Action: ? Approved ? Approved w/condit'ions ? Denied ? Continued to: Attachments: Letter(s) ? None L. „??.:?pi?;l rcf.r t.:j`.4..1Y1??: ic(;'c..'.' (,r"CJrc4l.?f•'t::'^ ` '4'?'T.?.'•? c?s:f ...y'7'?,. :; u" sI• .. .c. ' r"1!S•r .41. `'' ..9 '11 ?. •`•l4', ,.... ,. .s r.k •`F i .?'. .. i ;f, i ... ., '.S.. C I T Y O F, C .L E A R W A T•E R POST, OFFICE BOX 4748 Ct_EARWATER, FLOR10A 34818.4748 Human Aesources Department 462-6870. TID Honorable Mayor and Members of the' City Commission as Trustees of the Employees' Pension Plan . FROM: Pension - Advisory Committee COPIES: Debbie Bailey, Payroll Services, Manager- Employee's File SUBJECT:' Regular Pension-Robert C. Craft DATE: February 16, 1994 The Pension Advisory Committee received an application for regular pension from Robert C. Craft on February 7, 1994. Mr. Craft was employed by the City an June 27, 1973, and has been a participant in the Pension Plan since December 27, 1973.. The amount of Mr. Craft's pension will be computed by the Finance Department at such time as his last five years of service and salary can be calculated. By motion made and duly carried at its meeting of February 16,1994, the Pension Advisory Committee approved/recommended a regular pension based on years of service for Robert C. Craft in accordance with Section 2,396 of the City Code. This pension will be effective on September 9, 1994, at the beginning of the day. I hereby 'certify that the Pension Advisory Committee has approved the granting of a regular retirement pension for Robert C.' Craft and the, above dates are correct, Chaff n, " Pen. o Advisory Committee I "Equal Employment and Affirmative Action Employer'' ---r -rr•1 ??• IV?liblALb11L from the City of Clearwater General Employees' Pension Plan. ? My benefits date is December 27, 1973 ? .Fairy, date into pension plan) My date) of lure is dune 27, 1973 My, birthday is November l• 1929 °.• . • qty job classification is Toll FacilitiesSupervisor _,.aad I work 4 is the marine Department. . , Division, M 'Y resignation date is Sept, 8, 1994 The type of pension for which I am applying is (check only one): x Regular Pension based' on years of service Job-connected Disability Pension Non-job-coanected . Disability Pension qty spouse's name is: Lillian Mary Dependent children tinder the age of 18 gad residing in my household are: (P-.:nt Qild's Fui1 Name) (5( nature)' f Feruar? 7, 1 4 (Date) ..(Notary Public) Mp,R7 pMIC STATE OF FLORIDA (C Wd's (Date of Binh) I hereby certziy all of the above to be true and carrrm,-- ; CITY OF CLEARWATER GENERAL EMPLOYEES' PENSION PLAN OPTIONS ? GENERAL EMPLOYEES OPTION ?1: Employees can receive a lump sum payment for vacation and holiday pay and 1/2 of accrued sick leave at the time of separation from the City. There will be no 317o deduction for pension from this lump sum payment nor will this amount count as earnings in the calculation of the pension. The last day of work will be the termination date and pension benefits will begin the following day. OPTION : Empkoyee can extend termination date by the time due (Only available to for -facation. hakiday pay, and 112of accrued sick leave. employees hired ie.nination date will be the final day of ettended time. prior to 1011190) P-:nsion 'benefits will begin 'the following day. Robert C. Craft I. an ezzplovee of .the City of Clearwater. hereby apply for pension benefits under the General Employees' P=nsion Elan. I herebv certifv that I fatly understand the two ootioas offered to me., I t yloost to retire using Option = 2 and wish my benefits to be calculated under this option. r" I understand that once this form is signed, fay decision is irrevocable. EMPLOYEE'S SIGNATURE'. ,- SOCIAL SECURITY '?: 577-34-x.709 _Iq ;ADCRESS: 903 South Greenwood Avenue #&3-A2 Clearwater, FL 34616-4063 February 7, 1994 DATE: _ r r I ` TRUSTEES OF THE EMPLOYEES' PENSION FUND Agenda, Cover Memorandum . 77 Item # Meeting Date: 414/94 Subject- Pension(s) To Be Granted Recommendation/Motion: Rebtt J. Parker, Accounting Clerk II, Finance Division, Administrative Services Department, be granted a non-jab-connected disability pension under Section(s) 2.396 anchor 2.399 of the Employees' Pension Plan as recommended by the Pension Advisory Committee, ? and that the appropriate officials be authorized to execute same. BACKGROUND: Reba J. Parker, Accounting Clerk 11, Finance Division, Administrative Services Department, was employed by the City on June 15, 1981, and began participating in the Employees' Pension Plan on that date. On February 1, 1994, Donald Parker, on behalf of Reba J. Parker, submitted a request to the Pension Advisory Committee (PAC) for a non-job-connected disability pension. Mrs. Parker suffered a stroke which is the basis for this request for pension. Letters from Dr. Michael B. Evans, dated. January 14, 1994, and February 17, 1994, and Dr. James F. Rivenbark, dated January 21, 1994, were submitted in support of this request. The letter from Dr. Evans dated January 14th states, "i first saw Mrs. Parker on 11/28/93 when she was admitted to Largo Medical Center I-Iospital in. a state of coma ...I have read the information sent to me by Mr. Parker on the Processing Disability Pension Requests form and also the duties of it n Accounting Clerk 11, sent to me as a separate sheet. I do not believe that Mrs, Parker would be able to carry out tiny of the duties outlined on that sheet of paper." The letter from Dr. Evans dated Fcbrutary 17th states, "She was initially comatose and has improved to a state of severe memory and cognitive disability. Her prognosis for further recovery is poor. I s?ispect in all probability this will be a fixed deficit and a permanent condition." The letter from Dr. Rivenbark states "Reba Jean Parker has suffered a disabling stroke. We were highly surprised and actually considered it miraculous that she survived... However, she is permanently and totally disabled and will never be able to work any type of position again. Her current cognitive abilities are limited, and she requires ongoing; supervision and therapy." Page Reviewt-d by: 13udget - NA-_,_,,, I'urehasing -NA- 111A CIS . _. _- IYA ACM ... -. C?.?' Other sttbtltitted hy: City N1 Originating Dept: Human Resource Utter Dept.: Advertised: Date: Paper: ? Not required Affected parties ? Notified ? Not required Costs: $fi6,1132 Total Current FY Funding Source: ? Capt. Imp. ? Operating ? Other Eensi411- Appropriation Code: 646-07410-530100-585 Commission Action: ? Approved ? Approved w/conditions ? Denied ? Continued to: Attachments: Letter(s) ? None ?Se-' J•13l'?-,.; i '?rS?4??•?br'j.j`?}(^"i.''?`.97 i''ydf. ipl :y? ey S. ,, 6°.• .. i. ,. ,? :a-tiE ;?. ?1?. :I ??'!1. :ti„F?4 y!".?, 5.,:.di){{• ? tii??Ja."kt•l.c..' ,c: 4. ff J){}[ 1y .? J? ,9 f . ?'S G74 •'rl?f: 7?. :jo.; (•-i•.",'f, { .l,??t ..L ?:•?"„'7F .vr??t;t, '?.'•, t',i., " ? ' ,..'. I'. ,''. ?}' •t•` lit ,alai ?Jt e,' ?. ?.,•,` , o,- ?,E; Jt ` . 1:?:?.e ,.F t:':f ENf ?i4'F r?'ti? t ,? %'?y..- a ',l, •°).. 47 , `,.? •s. , ',i : ,?:.Z ;ra f: r-f "? a'.ti ttt .Fo , . , ?. .alil a,. .<.'::?A't, .. , ei, l i:,, ..3?, . " i' .. .}ti.. . (?§? .';4t,. :.9. ., , S; iTY.-'.°.??' .. , '4 •. - t ' `•?; Agenda ;Item--Reba J. Parker Page .2• ` 1 . March 14, 1994 '. P , ei'. - Mrs; Parker's pension was 'approved by the PAC- at its meeting on February 16, 1994. 'This pension will be. effective on March 3, 1,994, -at 1.3 hours into °the- . day. Based on an average salary o f ' approximately . $21;842 over the past five years. and, the formula for computing - non-job-connected ' disability pensions, this pension • will approximate $6,896 ' annually. Charts from 'Finance. w h i c h take into consideration mortality, rates and age reflect ' the ' "present value cost of financing" tisis pension will' be' approximately $66,032. C I- T Y. Q F C L E' A R W. A T ER - t? POST OFFICE BOX 4748 CLEARWATER, FL0R1.0A 34818.4748 ??.-.,.emu r+ t Human pesourcaa Department 482.81174 'IC}. Honorable Mayor and Members of the City Commission as Trustees of the Employees' Pension Plan FROM: Pension Advisory Committee COPIES: Debbie Bailey, Payroll Services Manager Employee's File SUBJECT: Pension for Reba J, Parker---Non-job-connected Disability' Pension DATE. February 16, 1994 The Pension Advisory. Committee (PAC) received an application for disability pension from Reba J, Parker on February 1, 1994. Ms. Parker has been determined by the Pension Advisory Committee to meet t h e requirements of the Pension Plan for a non-job-connected disability pension. Site was employed by the City on June 15, 1981, and began participating in the pension plan on that date. Further, she has submitted medical documentation, copies of which . are attached, relative to her disability which has been reviewed and approved by the PAC. By motion made and duly carried at its meeting of February 16, 1994, the Pension Advisory Committee approved/recommended the granting of a non-job-connected disability pension to Ms. Parker in accordance with provisions of Section 2.396 of the City Code. This pension will be effective on March 3, 1994, at 1.3 hours into the day. The amount of Ms. Parker's pension will be calculated by the Finance Department according to the formula in the Pension Plan for non-job-connnecte:d disability pension at such time as her last five years of service and salary can be computed. I hereby certify that the Pension Advisory Committee has approved the granting of a non- job-connected disability pension for Reba J. Parker and that the above: dates itre correct. - --_- -- --- Cha r an4iP?es" Advisory -Committee 4ft "Equal Employment and Affirmative Actlon Employer'' I F', . O r1 .i i PENSION. REQUEST FORM ¦ Reba J: Parker do hereby ' apply for retirement- from the. City of Clearwater General Employees' Pension Plan, My benefits 'date is June 15, 1981 (Entry date into pension plan) My date of hire is June is, 1981 My birthday is June 29, 1936 My job classification is Accounting Clerk 11 and I work in the Administrative SexviceDepartment. Finance Division. M y resignation date is to be •determi.ned The type of pension for which I . am applying is (check only one): Regtilar Pension , based on years of service Job-,connected Disability Pension x Non-job-connected Disability Pension My -spouse's name is: Donald Dependent children under the age of IS and residing in my household ' are: (Print Child's Full Name) (Child's Date of Birth) I hereby certify. all of the above io be true and correct: ' - ? c?,? ? ?•-"?'?? _nn behalf of . (Signature) Reba J. Parker February 1, 1994 ?' , (Date) ?(No .Public) NOTARY'8tlRL1C: STMT OF FLORIDA. NDIED TKtnutOO Y Yft USUC UNGKFtWK1TXASj CITY OF CLEARWATER GENERAL EMPLOYEES` PENSION PLAN OPTIONS - GENERAL EMPLOYEES OPTION #1: ' Employees can receive a lump sum payment for vacation and holiday pay and 112 of accrued sick leave at the time of 'separation from the City. There will be -no 8% deduction for pension from this lump sum payment noa• will this. amount count as earnings in the calculation of the pension. The last day of work will be the termination date and pension benefits will. begin the following day,, OPTION .#2:: Employee can extend termination date by the time due (Only available to for vacation; holiday pay, and I!Z of accrued sick. leave. employees • hired Termination date will be the final day of extended time. prior to 1€}11190) Pension benefits will begin the following day. I IReba J. Parker an employee of the City of Clearwater, hereby apply for pension ' benefits under the General Employees' ' Pension . Plan. I hereby certify that I fully understand the two options offered to me. 1 choose to retire using Option # 2 and wish my benefits to be calculated under this option. I understand that once this form is signed, my decision is irrevocable. f EMPLOYEE'S SIGNATURE:___! on behalf of Reba J. Park:. SOCIAL SECURITY K•? 414-52-2500 ,WTrNESSU- ADDRESS: _ 2424 Summerlin Drive Clearwater, FL 34624-2820 t DATE: February 1, 1994 :r •?,?r.?'t??f(c.{f,kj,';?it',??"<1?I?1 :P i.K?..?i.'•.4!{1?,}..'s:?:l'' ti; :??'?• ,? `1..'' ANQSTHESIOI,OGY ` Marv M Urady, MD ' ' . Jerx w J Lear, MD. f10Uart A. Levenson, MD. . '. I . Andrew Peters. M.D. Aido ICI CUNic CAHDIOVAWN.AfL'MD °.' ' THOR4CIC SURGrtCRY i' ` H. Char?aa Curobes, M D. • I s.. DERMATOLOGY E.'. Frees S. Gurtrnsn, MD, . :. LMde J. LoW^ M.D. r`z Wilsm O. Word. M a 1• ENDOCRINOLOGY ' 4 r February 17, 1994, WiWnP.CfacrrMD 1^` FAMILY PRACTICE f1t Jan W Beauty, M.D, JemN E. Lert, It, 440 „ Jomrhsn P. Nagy, MID, Edward F. CrH M M.D. E Dorothy Plonks, MD. ChrWoMer J. P RC TO WHOM IT MAY CONCERN GFl'4EilALIVASCULAn AR S SURGERY Jarm T. Etten. M.C. Mkhasl V. Nerrw, Ada. KVINM. MEDICINE Jame A. Avary, M.D, R, Oranow 6snsan, M D. Yaai Y. CMa. M.D, Darks E. Kubk M.O. Re : Reba Parker Pt"* uuuvw, FAD, 119 04 21 1111 on M. Ogee, M 0. CChrr tiGLOW.MFAD Eugene S. Afrttdde, MD. RoWrt N. Shoos. M.D. Mkhart J. Thorr"an, M EL nichaelF,TWowns.MD. Mrs.. Parker had a stroke two months ago affecting the ' Mrguer E Treww. Mb. Jars VA=A*MO. . diencephalon and dorsal median nucleus of the' thalamus. INTERNAL NIEDICINEXAROIOLOOY Alan S.Gaiciont M.0, she was initially comatose and has 'improved to a state of F?'ELna' severe memory,and.cognitive disability. Her prognosis °'Wj. MQ °' Jfmy & So for further recovery is poor. I suspect in all ' 3lephan EXT,.twr. MO. ;. INTERNAL VIEC CINE.' probability this' will .be. a fixed def1cit'and a permanent GASTROENTEROLOGY BnwsASat'rW,MCL condition. M1Chaw SUMULI. MD• Mo x ' irr>FrNwa 1=A ?c olraN? Cynthia A_ Paganini. M.D. Jsrrwa H. Stag MIS IIYTEftNAL i.IEDiCWE HEMATOLOGY/QNCOLMY Leas F. FomarWar, M.D. INTERNAL MEDIC1NE/NEp}[RCLOGY Cam*k Forulla. M.4 INTERNAL W.DICINEIONCOLOGY =t=- It0- I W PULMOI•IAAY DISEASES F>1St:3 Ffwv a J. Avers. MO. Ronald E. tlar.em M.D. Wlllsrr?J.p6nim s.Jr..AID. MICHAEL B. EVANS - M.D. : INTERRN& WMPCWErWEUMATOLCQY , Wiliam M. Wason, MD, NEL'FKXJDGY Mchaal B. Evans. M.D. MBE/JS Cyretra 11= >, I.LD r Stead E ' SinoR, MD COSTETRICSIGYNEC OLOGY James E. Doran. MD. Robert J. HNkr, MO. .Y?saPh Q. Ktebal 1t1, M D. ' . Iveriss? Ruin, M D Oi+HTHALMOLOGY=RGERY A DISORDERS CF THE FYE Edvitd M Dsulseher, MD. James A. Robwb. Lt 0, ORTHOPEDIC. SURGERY Alan J. Grave, M D, Wi1em Near. MD. Gordon Lrerrdoder, MD. OTOLARYNGOLOGY EAR NOSE dt THROAT Jamn S. Sarre, M o. Warren S. Gddslest. M.D. PATHOLOGY f vmmd? PJd, LLD, PEDIIATWCS A Frank Ganes, M D, A Robert Mdrvk AkO. A VLtZr. bI D. n Jah . VMento, M.D. PEDIATRICS PEDIATTIIC RHEUMATOL013Y Robe" w. Nlcwssa> Jr.. M D. PLASTIC SURGERY Aolmd P. McCtmo, MD: RADIOLOGYrD1AGNO$TIC IMAGING M. Union Herbark MD. Y!n T L NlD Howard B. Rubin. M D. UROLOGYA)ROLOGICAL SURGERY Robed I? Hackae, MD. 1351 West Bay Drive, Largo, Hari is 34640 Phone. (313)181-8767 B Sanay, l ADMIMSTINISTAATGR+CfO Q 3131 McMudan Eboits Acad. Clearwratar. Flanda 34621 Phona: (3131726-silt , Robed R. Drpparrg 1463 S. Ft. Haitisan Avenue. Suite 204. Clearwater, Florida 346t6 Phone: (3131443-4502 CENTER FOR OUTPATIENT SURGERY 1401 West Bay Drive, Largo. Florida 3464D Phone. (813) 585-4500 •' 11. AtIE3THP51OLd0Y ' Mann M. Brady. M D. JenMer J Lrn. MD CL' ? ' Fk?Uer4 A. Levrnraf, Ma, Andrew Pare. MO. DIAGNOSTIC Jonathan S. Radrn, MD. CARDIOVASCULAR THORACIC SIJAG AY H. Charkp Campba; RD, DCRMATOLOOY Fred S. t3wMw % MO. Lkxla J. Lnhys, MO. wikwn a. Ward, M.D. EHDWalarnP CCroon.M0 January 21, 1994 FAMILY PRACTICE Jon W. B"shov, M D. Jams E. LWL it. M D. Jondhcn P. Nagy, 040, Edward F. OfK=. M D. E. Dorcrrl Plot", M o. Crrrxop 1, P1A,"I.MD. Re : Reba Jean Parker GE7? ERIIWA.SCtJ L R SURGERY James T. Eloan. MQ 09 04 21 M 4elit Near MD. . INTERNAL MF?ICINE James A. Awry. KM R. Gtwvw Benson. M.D. Yaal Y. E154, M M Kara E. KL*k MD, `y Debbie LaIsm. MD. s?µ?{o.D To Whom It May Concern: Douglas E. PAn, MD, Cheryl S.R° ynol'ds.MD. Reba Jean Parker has suffered a disabling stroke. We James F• Wv+nba'1t at. ADD. Robert 0.Shobs,MD. were highly surprised and actually considered it Mxt" J. 7hompeat, M.Q RkItamF.romns.MD. miraculous that- she survived. She has made considerable Mqua E Towm o. MD. INTERNA ;:va S.Wk NECjLRCjOLOGY progress since the time of her initial insult. However, Alan a,C4aldsnaT4Mo. she is permanently and totally disabled and will never be Raker a. Jorrmw% MO. Federm E. Lear. MD. able to work at any type, of position again. Her current Dann W. Mason, III, MO. Jelfrrys.3ager,l.LO. cognitive abilities are 1ialited, and she requires ongoing INTERNAL , E"`°'" supervision and therapy. GASSTfiOENTEROLOGY Bnxr A. 5char. M.M Me:harl Sunset, TAD. Joseph K wA=mn• M.D. IWE3R414XERIATRIC MIXI CIN6 ! James H St?gM O ?' • INfCA?1AL MEDICINE HEMATOLOGYAONCOLCOY" I= F. Famandrz. MO. INTEI'INAL CN?MW ' M.D. °I'°GY James QF ivenbark, ill, M. D. INTERNAL MEDICWc.IONCOLQGY Davao R LarvFraa, MQ ll(iERNAL Mt?oICWE JFR/JS PULMONARY DMEASE3 Francis J. Avsn! M.D. Harald E Sawara. M D. WXIM .Ridrrds.A.MD. cc: Ms. Reba J. Parker INTERNAL MEDICINErR4EUMATOLOGY i Wiliam M.Wafon.MD. 2424 Summerlin Drive N MchhwI8 Evens. MO. Clearwater, FL 34615 Cyyrrs?ttltir HuttmarL M aD. Stwr! I-5rx>1r. M i OBSTEM CSt3YNECOLOGY James I_ Doran, MQ Robert J. He6w. IA O. Josepel 0. Kwebel, lu, MD. Irra,aas Aum. M D 0.nHTHALM0L0GYiSUR3SRY Jt LMSCROERS OF THE EYE S Edward M. L)suscher. M.O. James A. Roberts. MO, ORTHDPEDIC SURGERY ' 1 Atan J, Graves. WD, wliam Now. MD. r . Gon4on Lrerrdoder.MM OTOLARMiCiO QY EAR NOSE d THROAT Jams S. same. M.D. Warren S. Goktsten. M D,' FATHOLOGY , TAD. R??rrrr??oorrdd P "d- P£DU1`TRICS A. Frank Gomm, MD. A. Robert Marea4 MD. . Ftk* V %naw, ma John C. Vrvato, MM PEDIATRRICS - PEDIATRIC RHEUUATOLOGY Robert W. M.eiceeo,,, Jr., lAM PLASTIC SURGERY Robs4 P. MoCuns, MD. RA0XXWYtD1AC7NSgTIC IMAGING - M. Union Herbert, h[O. Ying T. Lea, MD. Flowrrd B. Rubr4 MQ - - UROL.OOYAJRDIOGlCAL SUFgER1' R*bad E HacMd. M.D. 1551 W4W Bay Drive. Largo, Florida 34640 Phones (813) 551-8767 Bruce A SarR MD. ADMi1w5TRATCfbCEO 3131 McMullan Booth Road, Cloarwater, Florida 34621 Phone: (e1:) 726-8871 ' - RONA R. Dppong 1465 S Ft Harrison Avenue, Wta 2(14. Clearwater, Florida 34616 Phone:. (813) 443-4302 CENTER FOR OUTPATIENT SURGERY ' 1401 Wass Bay Drive. Largo. Florida 34640 Phone: (813) 583-9500 0 ! I4. DIA CLINIC GNOSTIC January 14, 1994 Re: Reba Parker 09 04 21 V, To Whom'It May Concern: Eugene S. Srmcfd& MD. Jarros F. R)vsf9mM III, MO. nabod N. Shots. MO. I first saw Mrs. Parker on 11/28/93 when she was admitted to Largo Medical•Center Hospital in a, state. of coma. =3 V ME). Over,,the next two weeks she regained consciousness to a Alan & Qa4wT%U% MD. somnolent state with limited ability to understand or WAMW G. Johroxx% WO. F*Jamo E. Lenz. MD. speak. She 'was then transferred to HealthSouth Rehabilitati.on'Hospital, where I believe she is still a 'H'' ''h HB"TOLOOY ]NOOLMY Patient. A Luis F. Fau=x" MD. INTERMAL I EMINE ?A?Sc riOr.OMD. I have read the information sent to me by Mr. Parker, on J0040 MD, the Processing Disability Pension Requests form and also ffrEWVUAU"WM 'Me the duties of an Accounting Clerk Level II, sent to me as a separate sheet. I do not believe that Mrs. Parker would be able to carry out any of the duties outlined on F J PAD that sheet of paper. IN302 , rldd I- =6. am Yours sincerely, clrtttra H?f>asu?, MD. uad E Sk+arl, AKQ OBSTEfRICSoGYNECOMY Jarrms I- % ~ r Rabat J. Heller. Jaseptl 0. lCuabeL in. MD. IvrMieee Rut; MD. O F°TW? 'a Michael B. Evans, M.D., F.R.C.P.C. t?w.,d M. D.utsahar MD. Jomea A_ Ro6arh[, fvl?7. CRIHDPEDIC SURGERY Alan J. C3rwo% MD. William Now. M.D. Ootdcn 22ren+dad4r, M D. MBE/JS emtwctvrafX% MY P*)t, AID. RobaA P. MaQne, MD. RADIOLOOY101AONOSTSC 1MACiIN0 Evan F. Chanbem M Q M. Luton HerbwlR MO. WaneKmtvr, M0. Ying T. Low M.D. How-rd B. AubiN Ma Ur%0C1YA1Fl0LICAL SURGERY Robert E HscketL MD, AruoaA.Saruy MD, AD I115TRATORI?EO Rouen R_ Oppong 1351 West Bay Diva, LarQo, Florida 34640 Phone: {6131581-8767 313t McMullan Baoih Road, Cloarwaler, Florida 34621 Phan: (813) 7264971 1465 S. Ft. Hajoson Avenue, Suita 204, Clearwater, Florida 34616 Phone: (913)443-4502 CENTER FOR OUTPATIENT SURGERY 1401 Wass Bay Drive, Largo, Florida 34640 Phone; (113) 515-9500 mv. vn