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ACTION AGENDA E
Board of Trustees of the Employees' Pension Fund
March 16, 1998
#
1. Call to-order
2. Approval of Minutes: 212198
r ,
3. Request for acceptance
' into membership:
a) Robert Jones
b) Deborah Weitzel
a) Damian Leffler
' d)'Ken Sides
e) Kathleen Bedini
.r ' f) Daniel Parri
' . g) David Hirives
h) Mark Slimer
i) John C. Connor
j) Stephen M. Meeker
k) Kris M. Wise
1) .Troy Alexander
m) Derrick L. Bullard
n) Suzanne H. Sobkowiek
o) Lisa M. Enger
p) Keisha N. Bradley
q) Philip Morrison
r) Stephen T. Wannos'
s) Nancy M. Steiner
t) Mary L. Burns
u) Dino, Roumanis
v) Russell Dunning
4. Regular Pension to be granted-.,
` Paul Maser
5. Informational only: Job-Connected
Disability. Pension approved for
James Cheatum by PAC
6. Other Business:
7. Adjournment:
1. 9:20 a.m.
2. Approved as corrected by City Clark.
3. Approved.
?r
4. Approved.
5. Approved Information received.
6. In the future, when accepting
'memberships, background will include
information re impact in terms of Full
Time Equivalents (FTEs).
7.' 9:23 a.m.
t
Meeting Dat
A
ed b
T
e:
pprov
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: February 12, 1998
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.
. Na a Job. Class & Dept./Div. Hire Date Date
. Robert Jones, Maint. Worker l/Parks & Rec. 12/22/97 12/22/97
Deborah Weitzel, Accounting Clerk/Finance 12/22/97 12/22/97
Damian Leffler, Maint. Worker I/Parks & Rec. 12122/97 12/22/97
Ken Sides, Engineer 111, Public Works 115198 115198
Kathleen Bedini, Staff Assistant UCentral Permitting 115198. 115198
Daniel Parri, Police Info. Tech./Police 12/22/97 12/22/97
David Hinves, Traf. Sign & Mkg. Tech./Public Wks. 115198 115198
Mark Slimer, Tradesworker II/General Services 717197 115198
John C. Connor, Police Recruit/Police 115198 115198
Stephen M. Meeker, Police Recruit/Police 115198 115198
Kris M. Wise, Police Recruit/Police 115198 115198
Troy Alexander Achey, Police Service Tech./Police 1/5/98 115198
Derrick L. Bullard, Pollice Service Tech./Police 115198 115198
j Suzanne H. Sobkowiak, Police Info. Tech./Police 115198. 1/5/98
Lisa M. Enger, Police Recruit/Police 1/5/98 115198
Keisha N. Bradley, Police Cam. Oper./Police 115198 115/98
Philip Morrison, Police Cadet/Police 115198 115198
Stephen T. Wannos, Police Cadet/Police 115/98 1/5/98
Nancy M. Steiner, Police Service Tech./Police 115198 115198
Mary L. Burns, Police Cadet/Police 115198 1/5/98
Dino Roumanis, Police Recruit/Police 6124196 115/98
Russell Dunning, Pub. Wks. Ser. Wkr.' II/Pub. Wks. 5121190 1131 /98
* originally employed on 717/97 as a temporary; made permanent on 115198.
* * originally employed on 6/24/96 as part-time; changed to full-time on 115/98.
.
* * * originally employed on 5121190 and denied membership; reexamined on
1131198 and approved for pension as of that at .
'Pens io visor op, ittee Chair
1
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Worksession Item #:
Trustees of the
Employees' Pension Plan Final Agenda Item #
Agenda Cover Memorandum Meeting Date: 3116198
SUBJ ECTIRECOMM EN DATI ON:
Paul Maser, 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.
17 and that the appropriate officials be authorized to execute same.
SUMMARY:
Paul Maser,' Deputy Police Chief, Police Department, was employed by the City on October 28, 1974,
and his pension service credit is effective that date, His pension will be effective on February 1, 1999.
Based on an average salary of approximately $64,908 per year over the past five years, the formula for
computing regular pensions, and Mr. Maser's selection of the 100%a )pint and Survivor Annuity, this
pension will approximate $42,809 annually.
' Mr. Maser's pension was approved by the Pension Advisory Committee on February 12, 1998. 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 dut' and further specifically defines
service as.a Deputy Police Chief as meeting the hazardous duty criteria. Mr: Maser qualifies under the
hazardous duty criteria.
Reviewed by:
Legal NA
Budget NA
Purchasing NA
Risk Mgmt NA
Submitted by:
City Manager
Printed on recvcled naner
Originating Dept
Info Srvc NA Human Resources
Public Works NA User Dept.
OCMIACM /Z
Other NA Attachments
? None
Costs
Total
Current FY
Funding Source:
CI
OP _
Other Pr
'410-514100-585-0013_
Rev. 21QR
bm.
' fir' •????? ??
U
Interoffice Correspondence Sheet
` To: Pension Trustees
FRO Steven 1 Rosenthal, Interim . Secretary to the Pension Advisory
Committee
COPIES: Kathy Rice, Deputy City Manager
3 Leslie Daugall-Sides, Assistant City Attorney
SUBJECT: For Your Information: Approval of Job-connected Disability Pension for
James Cheatum by Pension Advisory Committee
DATE:' February 12, 1998
This is to advise you that the Pension Advisory Committee (PAC) at its meeting of
February 12; 1998, approved a , job-connected disability pension for James Cheatum,
Solid Waste Supervisor I, Solid Waste 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. Cheatum was employed by the City on October 13, 1980, and began
participating in the Pension Plan on June 15, 1989. His resignation date is to be
determined at a later date upon the expiration of his benefits.
Mr. Cheatum's pension 'was approved by the PAC based on his disability which is
described as a back and foot injury. Under the procedures established by the Pension
Advisory Committee for disability pensions, Mr. Cheatum submitted letters from two
doctors, was sent for an independent medical evaluation (IME), and had a functional
capacity evaluation. Dr. Gary Moskovitz states, "I do not see him being able to
return to work to his previous occupation." Dr. Bolhofner states, "he is capable of
sedentary duty." Since submitting his original application, Mr. Cheatum has been
declared totally and permanently disabled by Workers' Compensation.
I
Based on an average salary of approximately $34,512 per year over the past five
years, the formula for computing job-connected disability pensions, and
Mr. Cheatum's selection of the 100% Joint and Survivor Annuity, this pension will
approximate $23,008 annually.