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ACTION AGENDA.
Board of Trustees of the Employees' Pension Fund
October 12, 1998 - 1:40. P.M.
1. `Call to order " . 1." 1:21 p.m'.
. 2. Approval"of Minutes: '9/14/98 2, Approved as submitted. '
3.. Request for acceptance 3. Approved.
into membership:
` a) Scott Yates
b) Jade Weppler
cl Mark Parry
d) Frank Dixon
e} Miriana Zdjelar
4. Regular Pensions to be granted: 4. Approved.
..:.' Charles Daniels
' O'Neal Larkin, Jr. ' '
5'. Pensions to be vested:, 5.; Approved.
Victor C. Chodora
Ralph Rodriguez-Torrent
6. Other Business: 6. Concern was expressed regarding
requiring new employees 55 years old or,
'
more to participate in the Pension Plan
and not Social Security, The Pension
Advisory Committee. (PAC) has requested
more information regarding this issue and
this will come back to the PAC in the
future.
7.
LW1 ? , ':' - ? '. "' !r . " I , .. I
7. 1:23 p.m.
i
15'•5-y?St1?s ,g,• ? ? ? ', .
1.
Meeting Date: o g - 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: September 10, 1998
As Trustees of the City of Clearwater Employees' Pension Fund, you, are hereby
notified that the employees?' listed below have been duly examined by a local
physician and each has been designated.as a "first class risk". The employment of
these Individuals brings the number of FTE's as of this date to 1664.6 out of
1707.9 budgeted positions (including the City. Commission).
These employees are eligible for pension membership as rioted in the Pension
Eligibility Date column below, and it is the recommendation of the Pension
Advisory Committee that they be accepted into membership.
Name.,Job. Class._& Deat.0y.
Scott Yates, Systems Anal./Prog. II/info. Mgmt.
Jade Weppler, Maint. Worker II/Parks & Rec.
Mark Parry, Planner/Central Permitting
Frank Dixon, Solid Waste Worker/Solid Waste
Mirjana Zdjelar, Accounting Clerk/General Services
Hire_ Date
8/17/98
8/17/98
8/17198
8/10/98
8/17/98„
Pension Elig.
Date
8/17/98
8/17/98
8/17/98
8/10/98
8/17/98
elision Advisory Comtfttee Chair
-rr') S
,I
1.M 15
Trustees of the
Employees' Pension Plan
Agenda Cover Memorandum
Firtei Agenda Item #
Meeting Date: 1()11219,q
SUBJECT/RECOMMENDATION:
Charles Daniels, Firefighter, Fire Department; and O'Neal Larkin, Jr., Parks & Recreation Department, be
granted regular pensions under Section(s) 2.393 and 2.397 of the Employees' Pension Plan as approved
by'the Pension Advisory Committee.
® and that the a ro riate officials be authorized to execute same.
SUMMARY:
Charles Daniels, Firefighter, Fire Department, was employed by the City on March 24, 1975, and his
pension service credit is effective that date. His pension will be effective on September 1, 1998.
Based on an average salary of approximately $39,868 per year over the past five years, the formula for
computing regular pensions, and Mr. Daniels' selection of the 100546 Joint and Survivor Annuity, this
pension will approximate $25,418 annually.
O'Neal Larkin, .Jr„ Tradesworker 1, Parks Zit Recreation Department, was employed by the City on
November 28, 1978, and his pension service credit is effective that date. His pension will be effective
on December 1, 1998.
Based on an average salary of approximately $23,749 per year over the past five years, the formula for
computing regular pensions, and Mr. Larkin's selection of the Joint and Survivor Annuity, this pension
will approximate $13,064 annually.
These pensions were approved by the Pension Advisory Committee on September 10, 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 duty" and further specifically defines
service as a Firefighter as meeting the hazardous duty criteria. Mr. Daniels qualifies under the hazardous
duty criteria. Section 2.393 (p) also provides for normal retirement eligibility when a participant has
reached age 55 and completed twenty years of credited service or has completed 30 years of credited
service. Mr. Larkin qualifies under the age 55 and 20 years of service criteria.
Reviewed by: Originating Department: Costs: Commission Action-
Legal NA HUM
=ES a ? Approved
Budget NA 7f Total ? Approved w/Conditlons
Purchasing NA User apartment: ? Donlad
Risk Mgtnt. NA Currant Fiscal Year ? Continued to:
is NA Funding Source:
ACM ? Capital improvement:
Other NA Advertised: ? Operating:
Date: ? Attachments:
,acl ocher: Pension
Paper:
Submitted by: ? Not Required Appropriation Code
Affected Parties: 646-07410-514100-585-000
? Notified ? None
City Manager ? Not Required
0 printed on racyclad paper
Trustees of the
Employees' Pension Plan fimO-Agenda Item #
Agenda Cover Memorandum . Meeting Date: 1n/, 219e
SUBJECT/RECOMMENDATION:
Victor C. Chodora, Central Permitting Department, and Ralph Rodriguez-Torrent, Gas Department, be
allowed to vest their pensions under 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.
SUMMARY:
Victor Chodora, Building Administrator, Central Permitting Department, was employed by the City on
January 23, 1984, and his pension service credit is effective on that date. His pension will be effective
on March 1, 2006.
Ralph Rodriguez-Torrent, Gas Supervisor, Gas Department, was employed by the City on May 12, 1980,
and his pension service credit is effective on that date. His pension will be effective on November 1,
2008.
The Employees' Pension Plan provides that should an employee cease to be an employee of the City of
Clearwater after completing ten or more years of creditable service (pension participation), then such
employee shall acquire a vested interest in the retirement benefits. Vested pension payments
commence on the first of the month following the month in which the employee normally would have
been eligible for retirement.
Mr. Chodora would have completed at least twenty years of service and reached age 55 on
February 13, 200G. Mr. Rodriguez-Torrent would have completed at least twenty years of service and
reached age 55 on October 22, 2008. These requests to vest pensions were approved by the Pension
Advisory Committee on September 10, 1998.
Reviewed by: Originating Department: Costs: Commission Action:
Legal NA ICES
FIUM 4 ? Approved
Budget NA ;r Tr
Tot
al
C3 Approved w/Conditlons
Purchasing NA User Department: ? Denied
Risk Mgmt. NA Current Fiscal Year ? Continued to:
Is NA Funding Source:
ACM ? Capital Improvement:
Other A Advertised: ? operating:
Date: ? Attachments:
` other: Pension
paper:
Submitted by: ? Not Required Appropriation Code
Affected Parties: 646-07410.514100-505-000
? Notified ? None
City Manager ? Not Required
0 Printed on recycled paper