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ACTION AGENDA
Board of-Trustees of the Employees' Pension Fund.
Tuesday, June" 14, 1994 .
;: .. 9:00 A.M. .
1. Call to order 1. 10:06 a:m.
:..:
2.. Approval of Minutes 2. Approved as submitted.
:
of 5131194
:
..
.
3. : Request for acceptance 3. -Approved, '
into membership:
a) Martha. Pages
b). Doris,Guffey
c) Joh C. Marcin
4.' Regular Pension to be granted: 4. Granted.
' ' . John C. Dean
5: Other Business:.. 5. ' None.
6. Adjournment; 6. 10:07 a.m.
f
TRUSTEES OF THE EMPLOYEES' PENSION FUND Meeting tem Date: BL_ 19.4
Agenda Cover Memorandum
Subject:"
Membership in Employees' Pension Plan
Recommendation/Motion:
Employee(s) listed below be accepted into the. Employees' Pension Plan as recommended by the
Pension Advisory Committee.
? and that the appropriate officials be authorized to execute same.
¦u a^uwm??i?. www?w ww?.?^i?ru^i ?BACKGRWND:
Seniority Pension
Name and_1ob Class Dept./Div. D.= Effective-- -Dat-e
Martha Pages, Staff Asst. I Pub. Wks./Envir. 512194 512194
Doris Guffey, Staff Asst. I Pub. Wks./Eng. 5/16/94 5/16/94
Jon C. Marein, Risk Mgt. Specialist DOAS/Risk Mgt.. 519194 519194
Page Reviewed by: Originating Dept: osts: Commission Action:
Human Reso 'Total
NA
Legal ? Approved
_ ?
Budget I Q Approved w/conditions
Purchasing _NA User Dept.: Current FY ? Denied
Risk Mgmt. ,_NA ? Continued to:
Cis _ NA Funding Source:
ACM Advertised: ? Capt. Insp.
Other NA Date: ? Operating
Paper: ? Other Attachments:
® Not required
Submitted by: Affected parties Appropriation Code: Letter(s)
? ' Notified
Not required ? None
Citv Manaeer
t?,pi?
!
?1 ?., .+.
???+"? }' •Y.1. ...?,.?r. ;r',..Ya Sa. ?
F{i'If. ?i-j t•. .., .. `?E .. ai?. ... F?'.'.. •?° '}: e7fv tS'•.. `',' s ,S
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..
o „
., ,
;.} CITY OF CLEARWATER
EMPLOYEES" TENSION PLAN
PENSION ADVISORY COMMITTEE
Pension Trustees
'.1
'
,FROM: I . Pension Advisory Committee
•,:
'r, SUBJECT: Recommendation for Acceptance into Pension Plan
DATE: May 18, 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.
NameYJob. -am &_Dep.t.IDiv. . Birth Date - Hire Date 2=.
Martha Pages, Staff Assistant i',
' Public • -Works/Environmental 7125/42 5/2194 512194
,. Doris Guffey, Staff Assistant 1,
Public Works/Engineering 10/10/43 5/16/94 5/16194
Ion C. Murcin, Risk 'Management Specialist,
Administrative 'Services Department 6119/46 519194 519194
f
TRUSTEES OF THE EMPLOYEES' PENSION FUND
Agenda, Cover Memorandum,
Item
Meeting Date: 61L1_q12A
Subject:
Pension to be Granted.
Recommendatlon/Motion: .
John C. Dean, Police Officer, Police 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 . C. Dean, Police ' Officer, Police Department, was employed by the 'City on
September 30, ' 1974, and began participating in the Pension Plan on that date. His retirement will
be effective on October 1, 1994, at the beginning of the day.
Mr. Dean's pension was approved by the Pension Advisory Committee at its meeting of May 18,
1994. Based on an average salary of approximately .$37,38I over the past five years and t h e
formula for computing regular pensions, Mr. Dean's pension will approximate $18,691 annually.
Charts from Finance which take into consideration mortality rates and age reflect the "present
value cost of financing" this pension will. be approximately $193,956.
Page Reviewed bye
Legal NA__
Budget NAA
Purchasing
Risk Mgmt. -UA
Cis N A
ACM
Other NA_
Submitted by:
Originating Dept: 'osts: S-193,956 Commission Action:
Human Resource 'i'ota)
? Approved
? Approved wlconditions
User Dept.: Current FY ? Denied
? Continued to:
Advertised:
Date:
Paper:
® Not required
Affected parties
? Notified
Jj Not required
Funding Source:
? Capt. Imp.
? Operating
? Other ension _
Appropriation Code:
696-9,7-414-_53t] 100-585
Attachments:
Letter(s)
? None
Citv Manatter
i
°j, ,.?}; t1 .•,?ft4.i•,?.?lis {1`x•'1^: .,: '' r f r
C.11 T Y O F C L E A R W A T E R
POST OFFICE BOX 4748
CLEARWATER. FLORIDA 34618.4740
Human Flesources Oepartmenl
8131467-870
TO '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-John C. Dean
DATE:' May 18, 1994
The Pension Advisory Committee received an application for regular pension from
John C. Dean on May 9, 1994.
Mr. Dean was' employed by the City on September 30, 1974, and has been a participant in the
Pension Plan since that date. The amount of Mr. Dean'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 May 18, 1994, the Pension Advisory
Committee approved/recommended a regular pension based on years of service for
Jahn C. Dean in accordance with Section 2.396 of the City Code. This pension will be
effective on October 1, 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 John C Dean and the above dates are correct.
Chai an, Pens Advisory Committee
'.'Equal Employment and Alllrmallve Action Employer''
i
.1
PENSION REQUEST FORM
I: Sohn C. Dean do hereby apply for retirement
r.
iY `•', from the City of Clearwater General Employees' Pension flan.
''. My benefits date is September 30, 1974 (Entry date into pension plan)
"L
My slate of hire is September 30, 1974
My birthday is March 9,'19.49
•' Police Officer
My Job classification is and I work
• is the Police Department. Division.
My resignation date is September 30. 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-connected Disability Pension
'MY spouse's name is: Barbara
Dependent children under the age of 13 and residing in my housebold are:
(Print Child's Full Name) (Child's Date of Binh)
i hereby certify ail of the above m be true and correct:
(StBny 9, )1994
(Date)
*(NoP,ublic)
NOTARY PUBLIC. STATE of FLOR(om
MY COMMISSION EXPIRES: SEPT. 24, 19,941
GONG" "" NOTARY PUBWC UHDrHWRITJ9n2l '
CIZ
%
'. r :. CITY OF CLEARWATER
GENERAL EMPLOYEES' PENSION PLAN '
OPTIONS - POLICE.OFFICERS
OP110N ' #
;; . Employees can receive alum sum
p payment for vacation and
holiday pay. and '1/2 of accrued -sick Icave at the- time. of
separation, from the City. There will be no 9% deduction for
pension from this lump sum payment nor will this amount
count as earnings in the calculation of the pension. The last
day of work will be the termination date and pension benefits
will begin the following day.
OPTION #2: Employee can extend termination date by the time due for
(Only available to vacation, holiday pay, and 113 of, accrued sick leave.
" employees. hired Termination date will be the final day of extended time.
prior to 1011190) Pension benefits will begin the following day. "
OPTION, #3: Employees can. splii their accumulated sick time at
(Ortly , available to one-quarter pay and one-quarter early retirement time. That
employees hired portion received as one-quarter pay will not have 8`?a
prior to 1011190) deducted for pension nor will it count as earnings in the
calculation of the pension. The portion applied toward early
retirement time will be subject to the 3% pension deduction
and will count as earnings for pension calculations,
Termination date will be the final day of extended time.
f
pension benefits will begin the following day.
' +ta+4r , aexru rri1.rrr+. ae iww re:r.e
I. , John C. Dean 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 three options offered to me. I
choose to retire using Option # 2 and wish my benefits to be
calculated under this option.
I understand that once this form is signed, my decision is irrevocable.
ENL VLOYEE'S SIGNATURE:
SOCIAL SECURITY 124-40-4714
i 237 Hampshire Avenue
Springhill, FL 34606
TE: May 9, 1994- _
L