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ACTION AGENDA
„« . Board of Trustees of, the Employees' Pension Fund '
June 3, 1996
Call to order.. 1. 9;46 a.m.
' 2. Approval of Minutes 2. Approved as submitted.
of 5/13196
f, . 3'. Roquesi for acceptance 3. Approved,
Into membership:
a) Leman Adams
b) Thomas Carrick
C} Christopher'Corino
. d)'Joseph Egger
e) John Griffiths
f) Christopher Housholder
g) Tim Hulbert
h) Adrienne Kendrick
i) Theodore Miller
` j)' Dawn Musick-'
k) Robert Orton
1)' Lori Pratt
' m) Kurt Rodriguez
n) Tereasa Roasa
o) Tanya Smith
' p) Shawn Stafford
q} Charles Wilson
4. Regular Pension to be granted: 4. Approved,
- George Odishoo
' 5. Other Business: 5. a) Report received.
a) Report re non-job-connected .
disability pension for Waiter J.
` Blanks by the PAC
6. Adjournment: 6. 9;51 a.m.
yl.. a:'a :,1'f^. n,?4?: 55r••Sy' :1..' ` its i .. «<li, r I I .. r? . .. ?. .3 {G
CITY OF CLEARWATER
` - EMPLOYEES' PENSION PLAN
PENSION' ADVISORY COMMITTEE
t'r TO: Pension Trustees
FROM: Pension Advisory Committee
' SUBJECT:. Recommendation for Acceptance into Pension Plan
DATE:. May 9, 1996,
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 E1ig,
Name, Job, Class. & Dept./Div. Hilt; to j
Leman Adams 06/27/94* 04/15/96
Police Service ''Technician, Police Dept.
Thomas Carrick 04/15/96 04/15/96
I F
Bldg. • Const. Inspector I, Central Permitting Dept.
Christopher Corino 07/13/92* 04/29/96
Police Recruit, Police Dept.
Joseph Egger 04/29/96 04/29/96
Police Recruit, Police Dept.
John Griffiths 04/29/96 04/29/96
Police Recruit, Police Dept,
'Christopher Housholder 04/29/96 04/29/96
Police Recruit, Police Dept.
Tim Hulbert 04/29/96 04/29/96
Tree Trimmer, Parks & Recreation Dept.
Adrienne Kendrick 04/ 15/96 04/15/96
Staff Assistant I, City Clerk' Dept.
Kenneth MacMartin 04/29/96 04/29/96
Police Recruit, Police Dept.
Theodore Miller 04/29/96 04129/96
Police Recruit, Police Dept.
Dawn Musick 04/ 10/96 04/ 10/96
Staff Assistant II, General Services Dept.
Robert Orton 04/29196 04/29/96
Mechanic I, General Services Dept.
Lori Pratt 04/01/96 04/01/96
Custodial Worker, Police Dept.
• - i' .1.. 171', ? ? j- F. `I ? '. .. ? 1 ? i ,
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c 'x { _ .;Y' 4
•a?J ?`{%.i'.. I.cS, ?
1",,
J!? „•?`F,".?2r:?3., ,...?,ti:a.,..i ?.Y.'r::•r:~r...iu. '.? ;k", ? ? s; 5F •. .. .. s1' v'
Kurt Rodriguez 04129196' 04/29/96'
Police 'Recruit
r Police Dept.
Tereasa. Roose 04/29196 04/29196
Library ' Assista „
nt, =Library ,
_ Tanya Smith ' 041151911 04/15196
Police Service Technician, Police Dept.
Shawn Stafford :05106196 05/06/96
T.Vr. Production Specialist, Information Mgt. Dept,
f
Charles Wilson, 04115/96 04/15/96
?.. Police.. Service Technician, Police Dept.
Employee hired from part-time to full-time' permanent status. Hire date reflects date of
I..' pact-time appointment.
Pension Advi ry Committee
Chair
, .. 011
' Yes:' :,e?y?y. 5/; ryes
% rr . fist:":? yf:3ty5
Trustees of the Employees' Itema:
Pension Plan..,
Meeting Date: ....?_?
Agenda Cover Memorandum sr?;Y ry
SUBJECT: Pension'to be Granted
RECOMMENDAVONNOTION:
George Odishoo, Fire Department, be granted a regular pension under Section(s) 2.393 and 2.397 of the
Employees' Pension Plan as approved by the Pension Advisory Committee.
ill's and that the appropriate officials be authorized to execute same.
BACKGROUND:
George Odishoo, Firefighter, Fire Department, was employed by the City on September 22, 1970, and
his pension service credit is effective on that date. His retirement will be effective on May 1, 1995.
Mr. Odishoo's pension was approved by the Pension Advisory Committee (PAC) on May 9, 1996.
Section 2.393 (p) provides for normal retirement eligibility when a participant has completed twenty
years of credited service in a type of employment described as "hazardous duty" and further specifically
defines service as a Firefighter as meeting the hazardous duty criteria.
Based on an average salary of approximately $38,179 per year over the past five 'years, the formula for
computing regular pensions, and Mr. Odishoo's selection of the 100% Joint and Survivor Annuity, this
pension will approximate $26,622 annually. Charts from Finance which take into consideration mortality
rates and age reflect that the "present value cost of financing" this pension will be approximately
$333,328. The estimated pension cost (cash payout over the life of the pensioner and his/her
beneficiary) is $789,775.
Reviewed by:
Legal
9udgat ,7,
Purchsoinp
Risk Mgmt.
tS N
ACM = :>
other
NA
.'r
Submitted by:
City Manager
Printed on recycled paper
Costa: _ Commission Action:
X333,32$ ? Approved
Total ? Approved w/Conditions
an 0
Current Fiscal Year ? Continued to:
Funding Source:
? Capital Improvenwnt:
Advertised: ? Operatln0:
Debi r
®
?'..
Attachments:
0th
on Pension
P-A
Not Required Appropriation Code
Affected Parties: ::..8fa=f3?a1.p=141 o.R?585•QQ` :`.:;',;:
? Notified ? None
® Not Required
ti
Human Resources Department
(813)462.6870
C IT. Y Q F C L •E A R W A ,T 3E R
POST OFFICE BOX 4748
CLEARWATER, FLORIDA 34618-4748
'IU 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---George Odishoo
DATE: May 9, 1996
I
The Pension Advisory Committee received an application for regular pension from
George Odishoo on April 3, 1996.
Mr. Odishoo was employed' by the City on September 22, 1970, and has been a participant .i n
the Pension Plan since that date. The amount of Mr. Odishoo'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 9, 1995, the Pension Advisory
Committee approved/recommended a regular pension based on years of service for
George Odishoo in accordance with Section 2.396 of the City Code. This pension will be
effective on May 1, 1995.
I hereby certify that the Pension Advisory Committee has approved the granting of a
regular retirement pension for Goerge Odishoo and the above dates fire correct.
Chairman, Pension Advise Committee
lW -
".Equal Employment and Affirmative Action Employer"
3 . .
1 1 r r r
r r r i
CO
Interoffice Correspondence meet
To: . Pension Trustees
FROM: H. Michael Laursen, Secretary to the Pension Aat,l ry C&Rtni
COPIES: Kathy Rice, Deputy City Manager
Leslie Dougall-Sides, Assistant City Attorney
SUBJECT: For Your Information: Approval of Non-job-connected Disability
Pension for Walter J. Blanks by Pension Advisory Committee
DATE: May 23, 1996
This is to advise you that the Pension Advisory Committee (PAC) at its meeting of May 9,
1996, approved a non-jab-connected disability pension for Mr. Walter Blanks, Equipment
Operator III, Public Works Department.
Pursuant to Section 2.394 (e)(1)(G) and 2.397 (c)(2) of Ordinance No. 5890-95, the PAC
is authorized'to investigate and determine the eligibility of participants for disability pension
and to grant final approval.
Mr. Blanks was employed by the City on September 26, 1974, and began participating in
the Pension Plan on March 26, 1975. His resignation date is May 20, 1996.
Mr. Blanks' pension was approved by the PAC based on his disability which is described as
end stage renal disease. Mr. Blanks is a candidate for a kidney transplant, and the PAC
determined that his current condition precludes him from performing his current job or any
alternate work assignment for the City. The PAC did note that Mr. Blanks might be able to
return to the City in some capacity following a successful kidney transplant.
His medical status is documented by letters from Jerry M. Littlefield, M.D., of Suncoast
Internal Medicine Consultants, who relates that Mr. Blanks "...is medically disabled and
unable to continue his work as a heavy equipment operator [and) It is unlikely that there
will be any substantial change in his condition until he receives a kidney transplant...";
James E. Lett, M.D., of Diagnostic Clinic, who relates that, "Based on my observations
with the patient's kidney specialist and evaluation of his current medical status compared
to the demands of his job, I feel that he requires total and permanent disability"; and
Steven Schwartz, M.D., who states that "Mr. Blanks requires four dialysis exchanges
every day...In view of the above, it is my belief that he would require total and permanent
disability."
Based on an average salary of approximately $30,564 per year over the past five. years,
the formula for computing non-job-connected disability pensions, and Mr. Blanks' selection
of the 100° Joint and Survivor Annuity, this pension will approximate $17,460 'annually.
Charts from Finance which take into consideration mortality rates and age reflect that the
"present value cost of financing" this pension will be approximately $230,421. The
estimated pension cost (cash payout over the life of the pensioner and his/her beneficiary)
is $576,045.
L,
4.
C ITY '0T C L"EARWATER
POST OFFICE Box 4748, CLFAmAm, FLORIDA 34618-4748
MUNICIPAL SEMCLS BUYWING, 100 SOLM) MYRTLE AVENUE, CMRWATER, FLojuj)A 34616
. TELEPtioNE (813) 5624870 Rx (813) 562477
II~ RESOURCES
DEPAIz iM ENT
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: Pension for Walter J. Blanks--Non-job-connected Disability Pension
DATE: May 9, 1996
The Pension Advisory Committee (PAC) received an application for disability pension
from Walter J. Blanks on May 1, 1996.
Mr. Blanks has been determined by the Pension Advisory Committee to meet the
requirements of the Pension Plan for a non-job-connected disability pension. He was
employed by the City.on September 26, '1974, and began participating in the pension
plan on March 26, 1975. Further, he has submitted medical documentation, copies of
which are attached, relative to his disability which has been reviewed and approved by
the PAC. .
By motion made and duly carried at its meeting of May 9, 1996, the Pension Advisory
Committee approved/recommended the granting of a non-job-connected disability
pension to Mr. Blanks in accordance with provisions of Section 2.396 of the City Code.
This pension will be effective on a date to be determined.
The 'amount of Mr. Blanks' pension will be calculated by the Finance Department
according to the formula. in the Pension Plan for non-job-connected disability pension at
such time'as his 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 Walter J. Blanks and that the above dates are
correct.
wL