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...; .,'+ ACTION AGENDA
„ Board of Trustees of the Employees' Pension Fund'"
'F. = . March 31' 1997 '
.. .
?.. , Call to order. ` 9. 9:09 a. m.
Approval of Minutes 2.' Approved as submitted.
.
?r. •,. of313197
3. Request for acceptance 3. Approved.
s into membership:
a) Juan.Butler
.r . ' b) Carol Boteler
=z c) Robert C. Chilcote
d) Anthony S. Nellis
' 4: Re ular Pension to be ranted: .
,. 9 9 4. Approved,
Wayne Sibbert
,5. Pension to be vested: Daniel 5. Approved.
E Freeman ;
6.- Other Business: 6. None.
7. Adjournment: 7. 9:02 a.m.
1 ,
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T
eeting Date: I
, ' Approve
y
rustees
CITY OF CLEARWATER
EMPLOYEES' PENSION PLAN
PENSION ADVISORY COMMITTEE
TO: Pension Trustees .
FROM: Pension Advisory Committee.
SUBJECT: Recommendation for Acceptance into Pension Plan
DATE:. March 13, 1997
1
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 Perision
' Eligibility Date column below' and it is the 'recommendation of the Pension
Advisory Committee that they be accepted into membership.
Pension Elig.
Namejgb; Class, D Div. Hire Dat? _? Die
Juan Butler, GIS Technician/Information Mgmt. 2118197 2118/97
Carol Boteler, GIS. Technician/Police 2118197 2118/97
Robert C. Chilcote, Welder/Solid Waste 213/97 2!3197
Anthony S. Nellis, Maint. Worker [/Solid Waste 2/17197 2117197
Pension Advisory Co ittee Chair
Ix '
• .
R 1
f
t' 1
• Trustees of the Employees' ltem ?a:
Pension Plan Meeting Date: 3131197
Agenda Cover Memorandum
SUBJECT: Pension to be Granted
RECOMMENDATIONIMOTION:
Wayne Sibbert, Police 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.
111 and that the atr;propriate officials be authorized to execute same.
BACKGROUND:
Wayne Sibbert, Police !Lieutenant, Police Department, was employed by the City December 23,
1958, and his pension service credit is effective on that date. His pension will be effective on
April 1, 1997.
Mr. Sibbert's pension was approved by the Pension Advisory Committee (PAC) on
March 13, 1997. 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 Police Lieutenant as meeting the
hazardous duty criteria.
Based on an average salary of approximately $64,745 per year over the past five years, the
formula for computing regular pensions, and Mr. Sibbert's selection of the 50% Joint &
Survivor Annuity, this pension will approximate $52,523 annually,
Reviewed by:
Legal
Budget
Purchasing
Risk Mgmt. _
IS NA
ACM _
Other NA
iA
Submitted by:
City Manager
0 printed on recycled paper
originating Department:
HUMAN RESOUR
User Department•
Advertised:
Date:
?l Paper:
? Not Required
Affected Parties:
? Notified
? Not Required
NA
NA
NA
ru e
Costs: Commission Action:
$ ? Approved
Total ? Approved w/Conditions
? Denled
Currant Fiscal Year ? Continued to,
Funding Source:
? Capital lmpmweenant:
? Qpernting:
? Attachments:
other: Pension
Appropriation Code
646-07410-514100.585.000
? None
4
ell Y{? V. 'fir •1.. ?
_ Trustees of the Employees' Item a:
Pension Plain Meeting Date: 3131197
Agenda Cover Memorandum
SUBJECT: Pension to be Granted .
RECOMMENDATION/MOTION:
Approve , request of Daniel Freeman, Fire Department, to vest his pension under the provisions of
Section(s) 2.397 and 2.398 of the Employees' Pension Plan as approved by the Pension Advisory
Committee.
and that the appropriate officials be authorized to execute same.
BACKGROUND:
Daniel Freeman, Firefighter, Fire Department, was employed by the City on .January 7, 1980, and his
pension service credit is effective on that date. Mr. Freeman resigned from City employment effective
March 1, 1997. As of his resignation in March, Mr. Freeman had approximately 17 years of service and
pension participation.
The Employees` Pension Plan provides that should an employee cease to be an employee of the City of
Clearwater after completing ten (10) or more years of creditable service (pension participation), then
such employee shall acquire a vested interest in the retirement benefits. Vested pension payments
commence at the time the employee normally would have been eligible for retirement. Mr. Freeman
would have completed twenty (20) years of service on January 7; 2000, in a hazardous duty position.
His request to vest his pension was approved by the Pension Advisory Committee on March 13, 1997,
and will be effective February 1, 2000.
Reviewed by:
Legal _
Budget
Purchasing
Wsk Mgmt. _
is NA
ACM
Athar NA
Originating Dopartment:
HUMAN RESOURCES
User Department:
Advertised:
Dais:
Paper:
Submitted by:
City Manager
? Not Required
Affected Parties:
? Notllied
? Not Required
0 Printed on recycled paper
NA
NA
NA
NA
Costs:
Currant Fiscal
Funding Source:
? capital impmvsmsnu
? oporsting:
?
other: Pension
Appropriation Code .
646-07410-514100-585-000
Commission Action-
$ ? Approved.
sl 13 Approved w/Conditions
? Denied
it ? Continued to:
Attachments:
Forms and letter
? None