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ACTION AGENDA'
. ' . Board of Trustees of the Employees' Pension Fund ;
November 4, 1996
..: . 1. Call to order 1. 1:04 p.m.
2. Approval of Minutes 2. Approved as submitted,,
'4.
of..10114196 i
3. ' Request for acceptance , 3. Approved.
into membership:
a) Robin I. Gomez .
b) Elizabeth M. Wood t'
c) Jeanette Terry
d) Von L: Watson ;
e) Gregory Anderson
f)' Darrell Ford
g) Alan L. Ruud
h) Jessie Croskey
' i) Courtney Atkinson
j) Jose Leon-Tapia
• k) Michelle Solaski
4. Other Business: 4. a) Information received. -
a) informational: Non-Job-
Connected Disability Pension
approved for Thomas J. Murray by
PAC
5. Adjournment: 5. 1:05 P.M.
. r `
Meeting Date: Approved by Trustees
CITY OF CLEARWATER
EMPLOYEES' PENSION PLAN
PENSION ADVISORY COMMITTEE
TO: Pension Trustees
FROM: Pension Advisory Committee
SUBJECT: Recommendation for Acceptance Into Pension Plan
DATE:. October 10, 1996
3
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.
Name j!& Class. & Dent./Div. Hire Date Date
Robin 1. Gomez, Auditor, Internal Audit 9116196 9116196
Elizabeth M. Wood, Sys. Analyst/Prop., Info. Mgmt. 9/16/96 9116196
Jeanette Terry, Staff Asst. 11, Econ. Dev. ' 9/16/96, 9119196
Von L. Watson, PW Ser. Worker 1, Pub. Works 9/16196 9116196
Gregory Anderson, PW Ser. Worker I; Pub. Works 9116/96 9116/96
Darrell Ford, PW Ser. Worker 1, Public Works 9116196 9116196
Alan L. Ruud, Tradesworker II, General Services 8/26/96 9123/96 *
Jessie Croskey, Maint. Worker I, Parks & Rec. 10/30/95 9/16/96 *
Courtney Atkinson, Mechanic 11, General Ser. 919196 919196
Jose Leon-Tapia, Maint. Worker 1, Solid Waste 9/16196 9116196
Michelle Soiaski, Staff Asst. I, Legal 913/96 9/3196
* employee originally hired as temporary; made permanent 9/23/96.
*4 employee transferred from part-time to full-time 9/16/96.
Pension Advisory Com ee Chair
L
LL
X "arwate,
U
Interoffice Correspondence Sheet:
To: Pension Trustees /
FROM: H. Michael Laursen, Secretary to the Pension Advisory C ittes
COPIES: Kathy Rice, Deputy City Manager
Leslie Dougall-Sides, Assistant City Attorney
SUBJECT: For Your Information: Approval of Non-job-connected Disability
Pension for Thomas J. Murray by Pension Advisory Committee
DATE: October 16, 1996
This is to advise you that the Pension Advisory Committee (PAC) at its meeting of
October 10, 1996, approved a non-job-connected disability pension for
Mr. Thomas J. Murray, Meter Reader, Finance 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. Murray was employed by the City on October 19, 1970, and began participating in the
Pension Plan on April 19, 1971, His resignation date is October 10, 1996.
Mr. Murray's pension was approved by the PAC based on his disability which is described
as myocarditis. Under the procedures established by the Pension Advisory Committee for
disability pensions, Mr. Murray submitted letters from two doctors, was sent for an
independent medical evaluation (IME), and had a functional capacity evaluation. Dr. Robert
Sanchez, the IME doctor, states, "I feel that the patient is totally and permanently
disabled." The functional capacity evaluation reveals that Mr. Murray "is able to work at
the sedentary-light category of work according to the U. S. Department of Labor-Since,
at this time, the patient feels like he is under a good deal of stress, it will not be a good
idea to place him in a situation where he would have to deal with complaints from the
public. He needs for his cardiologist to determine whether his cardiac status is stable. He
was told by his physician not to lift more than 40 pounds. That restriction will remain in
effect until his physician decides otherwise." The PAC determined that his current
condition precludes him from performing his current job or any alternate work assignment
for the City.
Based on an average salary of approximately $26,072 per year over the past five years,
the formula for computing non-job-connected disability pensions, and Mr. Murray's
selection of the 100% Joint and Survivor Annuity, this pension will approximate $17,776
annually,
k-11