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4".. ACTION'AGENDA
' Board of Trustees of the Employees' Pension Fund
- August,14, 1995
1.. Call to order 1. 1:22 p.m.
2. Approval of Minutes 2. Approved as submitted.
of 7/17195 '
3. Request for. acceptance 3. Approved.
into membership:.
a) David Bell '
b) Crystal Brandon
c) Christine Brown
,r d) Patricia Cooke
e} Vicki Dettenwanger
f) Cindy Jones
g) Dan McCarty
h) Gene Repetowski
i} 'Jean Ross.
j) Robert Testa
k) William Wilson
i . 4. Regular Pension to be gra nted: 4.. Granted.
Jesse J. Dawsey
5. Other Business: 5. None.
f 6.. Adjournment: 6.
I 1:23 p.m.
may. ..
.. ..J .. ?
?
? 1
,
TRUSTEES OF THE EMPLOYEES' PENSION FUND
Agenda Cover Memorandum
,Item # 3
Meeting Date: 0114/9.5
Subject:
Membership in Employees' Pension Plan
Recommendation/Motion:
.Employce(s) listed below be accepted into the Employees' Pension Plan as recommended by the
Pension Advisory Committee.
? and that the appropriate officials be authorized to execute same.
BACKGROUND:
Name and Job Class
David Bell, Custodial Worker
Crystal 'Brandon, Police Corn. Oper,
Christine Brown, Police Com. Oper.
Patricia Cooke, Staff Assistant I
Vicki Dettenwanger, Staff Asst. I
Cindy Jones, Custodial Worker
Don McCarty, Associate Planner
Gene Repetowski, Custodial Worker
Jean Ross, Utilities Chernist
Robert Testa, Police Cam. Oper.
William Wilson, Water Sup, Oper. B
Reviewed by: Originating Dept: Costs: Commission Action:
Human Resourc8 Total
blA Legal _ ? Approved
Budget NA _
Purchasing Nom,
User Dept.:
Current FY ? Approved w/conditions
? Denied
Risk Mgmt. _ NA ? Continued to:
CIS Funding Source:
ACM Advertised: ? Capt. Imp.
Other NA- Date: ? Operating
Paper: Q Other Attachments:
[Z Not required
Submitted by: Affected parties
? Notified Appropriation Code: Letter(s)
Not required ? None
City Manager
Seniority Pension
Dept./Div. pat. Effective, Date
Library 10/17/94 7114/95
Police 6126/95 6126195
Police 7110/95 7110/95
Police 7124195 7124495
Legal 113195 7/24/95
Library 7110/95 7110195
Central Perm. 7124/95 7/24195
Library 3/6/95 7110/95
Pub. Works/WPC 7/24195 7/24195.
Police 6/26195 6126/95
Pub. Works/Water 7110195 7110195
3
CITY OF CLEARWATER
EMPLOYRES' PENSION . PLAN
PENSION ADVISORY COMMITTEE
TO. Pension Trustees
TROM: Pension Advisory. Committee: ?140R?tL-
'. SUBJECT:. Recommendation for Acceptance into Pension Plan
' DATE: July 18, 1995
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 physic ian and each has been
designated as a "first class risk".
These employees are eligible for pension membership as noted in the Pension Eligibility Date
. column below, and it is the recommendation of the Pension Advisory Committee that they be
accepted, into membership.
Pension Elig.
' Name,. j!}Z Class,_ Dept./Div. 11irt _Dnte Hire Daic Date
David Bell ss# 266-23-4211
Custodial Worker, Library Dept. 714157 10/17/94 7110195
*Employee hired from permanent part-time
to full-time permanent status. Hire date.
reflects date hired as permanent part-time.
Crystal Brandon ss# 408-11-1701 9130156 6126195 6126195
Police Communications Operator
Police Dept.
Christine Brown ss# 071-66-7537 8/28/71 7/ 10/95 7110/95
Police Communications Operator
' Police Dept.
Patricia Cooke ss# 353-40-2229 211 1/49 7/24/95 7124195
Staff Assistant 1, Police Dept.
Vicki Detlenwanger ss # 575-50-3693 2114/51 113195 7124/95
Staff Assistant 1, Legal Dept.
.*Employee hired from temporary
• to full-time permanent status.
Hire date reflects date hired as temporary.
Cindy Jones ss# 265-57-1145 12/16/57 .7110/95 7110/95
Custodial Worker, Library Dept,
Don McCarty ss# 317-38-1298 2126/38 7124195 7124195
Associate Planner, Central Permit Dept.
Gene Repetowski ss# 324-36-8116 12/30/42 316195 7110195
Custodial ' Worker, Library Dept.
*Employee hired from permanent part-time
to full-time permanent status. Hire date
reflects date hired as permanent part-time.
Jean Ross ss# 265-98-1136 1/31148 7124/95 7/24/95
Utilities Chemist, Engineering Dept.IWPC
^
' ' ' '
`:. 4 'Er.1 •.
i . 1 t .
St+
?f ? f
r j ' - ' •. ' ,s: r ?,?
? ,.
;
.
'?CS?I`Tf,?I?r?3'.Zl.l: ??: ??`:: 1.?.'if.h<cl.'.eCff `A i,. < •... ..,IF+.E[??AZf ??N "7?, . ? .. ? r ? I .
Page' 2'..
' ' ,
• Recommendation for Acceptance into ' Pension Plan
July. 18, 1995
Pension Elig.
Name. Jab: Cass. Dent?___-/IJiv. 11irth_Date Hire Date
'
'
' 6/9
'
,262-39-404.0
Robert'
Testa
, ss## y161S7. 6126195 6/2
5
Police Communications .Operator
Police Department
'.. William'' Wilson, sst# 263-82-6924 9/`29/54 7/ 10/95 ' 7/ 10195
Water Supply' Operator" B
j ,•; .. Public Works' Dept/Water ,
• t
to
TRUSTEES OF THE EMPLOYEES' PENSION FUND Item ft
Agenda Cover Memorandum Meeting Date: 8114185
- --------- - --
Subject:
Pension to be Granted.
Recommendation/Motion:
Jesse J. Dawsey, Solid Waste Department, be granted a regular pension under Section(s) 2.396 of the
Employees' Pension Plan as recommended by the Pension Advisory Committee.
CR and that the appropriate officials be authorized to execute same.
BACKGROUND:
Jesse J. Dawsey, Solid Waste Equipment Operator, Solid Waste
Department, was employed by the City on September 19, 1961, and began participating in t h e
Pension Plan on that date. His retirement will be effective on July 1, 1995, at the beginning of the
day.
Mr. Dawsey's pension was approved by the Pension Advisory Committee at its meeting of July 19,
1995. Based on an average. salary of approximately $33,532 over the past five years and tile
formula for computing regular pensions, this pension will approximate $28,335 annually. Charts
from Finance which take into consideration mortality rates and age reflect the "present value cost
of financing" this pension will be approximately $330,373. The estimated pension cost (cash
payout over the life of the pensioner and his/her spouse) is $651,702.
Reviewed by: Originating Dept:
Human Resources
Legal NA ?f 1
Budget NA_
Purchasing NA._ User Dept.:
Risk Mgmt. NA
CIS
ACM LLLLI Advertised:
Other NA Date:
?y
Paper:
N Not required
Submitted by: Affected parties
? Notified
21 Not required
City Manager
Costs: S-3-3 0.3 7.3 Commission Action:
Total
? Approved
? Approved w/conditions
Current FY ? Denied
? Continued to:
Funding Source:
? Capt. Imp.
? Operating
® Other Pension Attachments:
Appropriation Code: Letter(s)
640-07410-514100-595= ? None
DRQ
.-
w w
V
i Human Re"urceo Department
81 31482$870
C I 'T Y O F -C L E A R W A T E -R.
POST OFFICE BOX 4748,
CLEARWATER, FLORIDA 3461 B-4748
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---Jesse J. Dawsey
DATE:. July 19, 1995
The Pension Advisory Committee received in application for regular pension from
Jesse J.. Dawsey on June 29, 1995.
Mr. Dawsey was employed by the City on September 19, 1961, and has been 'a participant i n
the Pension Plan since that date. The amount of Mr. Dawsey'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 July 19, 1995, the Pension Advisory
Committee approved/recommended a regular pension based on years of service: for
Jesse J. Dawsey in accordance with Section 2.396 of the City Code, This pension will be
effective on. July 1, 1995, at the beginning of the day.
1 hereby certify that the Pension Advisory Committee has approved the granting of a
regular retirement pension for Jesse J. Dawsey and the above dates are correct.
Chairman, fens on Advisory Committee
7
'Equal Employment and All] rmative Action Employer'
t;, .t. rt i . r "1j. s.r ,r , r r
r.??..? -.?..?.rw __ __ ..?.r?.??.r. ...-_...?r«.....?...?.... ...a..w...-?.. ........r?a?...rw.+.- .a,+r........?-.r.......?....
t '
PENSION REQUEST FOR1Y1
I, Jesse J: aawsey do hereby apply for retirement from the City of Clearwater
General Employees' Pension .Plan.
My benefits date is 9/19/61 (Entry date into pension plan)
M y date of hire is 9/19/61-
My birthday is 10/20/31
My job classification is Solid Waste Cquipcnent Operator and 1. . work in :1'
' Solid Waste
Department, Division.
lei y resignation date is June 30 1995
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
Yon-job-connected Disability. Pension
Zly spouse's natiie is: Yvonne Dawsey 8/23/34
Dependent children under the age of 13 and residing in my household are;
(Print Child's Full Name) (Child's Date of Birth)
I hereby certify all of the above to be true 'and correct:
4:t3 -4
(Signature)
f Lz k,
(Date)
STATE OF : % (O IDA 6 he YQ n inQ rumens tiv s •;?n;?:•!ed;ed bptore the this
COUNTY OF PiivELLAS 1-? by w o is personally
;r.cwn to me or who has {pro UC*e 1 ' \ ?"` '- ?;
as ` (dentificat' n ands,,} ho did/did not to •e an oath.
r h yoEary public
j (Signature)
Commission No.
I miliq "t m,, nr Notary. rinted
r,,:r,
•; I, !? :?. , . "r .. yr .. `• r I it e i., ' 1 i
f: F:..x '. H.., ,.I. •.... .. ..r ...k:....ri.n.,d nr. .. i... '_.•" . .. 7' .. "I . ''"' f•1 .' ;I . ,,
CITY OF CLEA,RWATER
GENERAL EMPLOYEES" PENSION PLAN
OPTIONS -..GENERAL EMPLOYEES.
• r I"
OPTION" 14 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 6% 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 tirne due for
vacation, holiday pay, and 112 of accrued sick leave. Termination
date will be the final day of extended time. Pension benefits will
begin the following day.
(Only available to employees hired prior to 10/1190.)
Ik* •kY(w#+kk?til++kkjk+Myc?tp+l??k ?k"* IM:M ?k?e?k:MkkR*'N*+k#h ?A,kakM*?rk? *,k M+M+M*,k*:l?Mk M+{+F+MEfekw # Ie ?C
I'• r Jesse J. t7awsey "
an employee of the City of Clearwater, hereby apply for''
pension benefits under 'the 'City's Employees` Pension Plan.
I hereby certify that I fully understand the two options offered to me: I choose to retire using
Option 1 and wish my benefits to be calculated under this option.
I .understand that once this form is signed, my decision is irrevocable.
ENIPLOYEE'S SIGNArurz o'
SOCIAL SECURITY 7: 4z0-36-9183
WITZNE?SES: ,. ADDRESS: 1001 Fairmont Street
Clearwater, FL 34615-2619
DATE: