Loading...
04-12-1999t . a I ` f.; ..N? :. ).•;: ? . , 5'.`. , : f.'.•!2 .... .'t ? ... 71« `'-?:' y W' f :.'t. ' y. . ; . 5 f . ,:/ e,?".' c r .r f ;. ACTION AGENDA ' Board of Trustees of the Employees' Pension Fund d,. : April 1.2, 1999 . i 1. Call to Order 1:04 p:m. 2., : Approval of Minutes: 3/15199 - Approved as submitted. Request for acceptance into membership: Kathi L. Orange, Sarah Gilkerson, Jerry Absher,'J. C. Jones, Jay Gibson, Jaime Cebolle'ro, Nasha Shaw, Richard Ritter, Robert '.. Steyer, Anthony Newman, Kathleen Welch & F,Ivira Jackson - Approved. - 4. Regular Pension(s) to be granted: Bonnie O'Neal - Approved. . 5. Pension `Advisory Attorney Services RFP -reference evaluations for responding firms & list of firms' charges for reimbursable expenses - Approved having City Attorney negotiate a contract with Christiansen & Dehner, P.A. 6. Other Business - See minutes for discussion. ` 7. Adjourn - 1:14 p.m. ` t o t 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: March 11, 1999 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". The employment of these individuals. brings the number of FTE's as of this date to 1639.1 out of 1735.5 budgeted positions (including the City Comm ission). 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 th at,they be accepted into membership. ° Pension Elig. . Name Job. Class & Dept./Div., Hire Date Date Kathi L. Orange, Pol. Cam. Operator Trainee/Police 211199 2/11l99 Sarah Gilkerson, CAD Technician/Public Works 211199 2/1199 Jerry Absher, Custodial Worker/General Support Services 211199 211 /99 J. C. Jones, Maintenance Worker IlGeneral Support Services 211199 2/1199 Jay Gibson, Traffic Sign & Marking Technician /Public Works 211199 211199 Jaime Cebollero, Systems Anal,/Prop./General Sup. Services 211199 211 /99 Nasha'Shaw, Police Cam. Oper. Trainee/Police 211199 211 /99 Richard Ritter, Irrigation Service Worker I/Parks & Rec. 2116199 2116199 Robert Steyer, Maintenance Worker It/Parks & Rec. 2/16199 2116/99 Anthony Newman, Network Support-Tech. I/Gen. Sup. Ser. 1125199 1125199 Kathleen Welch, Network Support Tech. 1/Gen. Sup. Ser. 2116199 2/16199 Elvira Jackson, Staff Assistant I/Solid Waste /J-a116/9? 21116199 Chair I Trustees of the Employees' Pension Plan Fin4 Agenda Item 4 Agenda Cover Memorandum Meeting Date: 4/12/09 SUBJECT/RECOMMENDATION: Bonnie O'Neal,' General Support Services 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. 0 and that the appropriate officials be authorized to execute same. SUMMARY: Bonnie O'Neal, Computer Operator, General Support Services Department, was employed by the City on March 26, 1979, and her pension service, credit is effective. on that date. Her pension will be effective May 1, 1999. Based on an average salary of approximately $33,085.per year over the past five years, the formula for computing regular pensions, and Ms. O'Neal's selection of the-100% joint & Survivor Annuity, this pension will approximate $18,009 annually. This pension was approved by the Pension Advisory Committee on March 11, 1999. Section 2.393 (p) 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. Ms. O'Neal qualifies under the age 55 and 20 years of service criteria. Reviewed by: Originating Department: Costs: Commission Action: Legal NA HUMAN RESOURCES $ ? Approved Budget NA Total ? Approved wlConditions Purchasing NA User Department: ? Denied Risk Mgmt. NA Ll2:11 Current Fiscal Year ? Continued to: Is NA T U Funding Source: ' ACM ? Capital Improvement; Other NA Advertised: ? Operating: Date: ? otter: Attachments: Pension Paper: Submitted by: ? Not Required Appropriation Code Affected Parties: 646-07410-514100-5115.000 tified ? None City Manager i ? Not Required 0 Printed on recycled paper # o s a tr ONE CITY. ONE FUTURE. City Attorney's Office Memorandum . TO: Board of Pension Trustees FROM: Pamela K. Akin, City Attorney RE: Pension Advisory Attorney Services RFP DATE: April 1, 1999 Attached are the evaluations by the references for the responding firrns. Also, below is a list of the firms' charges for reimbursable expenses: Kalish & Ward Christiansen & Dehner Cypen & Cypen Fax charge: $2.00/page $,50/page Nothing Copy charge: $.25/page $.25/page Nothing for ordinary copy work - Extra large projects copy company charge Travel charge: $311mile % hourly rate $200/hour - Cap 3 hours $90.00 plus No mileage charge $31/mile Air fare or rental car charge if car needed Other: Phones charges only for lengthy long distance calls Filing fees, postage, long -distance phone charges, federal express or messenger, other travel expenses such as air fares, hotel, tolls, etc. PKA:jmp Copy to: Michael J. Roberto, City Manager Pension Advisory Committee `41 Qg Liv iq //r?' %P 00 too ' '0? ITY 0F CLEARWATER x Pon OFFICE Box 4748, CIF,RU.,TER, FLow DA 33758•474i3 ?I/r1??"•"'???,rOi?, MUNICIPAL SERVICES BL•IIDIXG, 100 SOLT11 MYRTLE AMSVE, CUARWATF.R, FLORIDA 33756 ?•'.'Q ;ER ir1?t TELIMIONE (727) 5G2-030R C ? i5 FI?A..NCF. DEPAMENr FE B - 81999 February 1, 1999 Gary E. Clark, Director Flf ante Depawent Pension Board for the City of Lakeland Department of Civil Service & Retirement 500 North Lake Parker Avenue Lakeland, Florida 33801-2097 CITY OF L,AKELAND PENSION PLAN The City'of Clearwater is in the process of evaluating responses to a RFP for Pension Attorney. Services. As a listed reference for the firm of. Kalish & Ward, we are asking for your assistance In providing to'us the information outlined below as it relates to services provided: RANKING: Level of Satisfaction: 1 (low) to 10 (high) Firm Qualification Organization, size, structure & technical resources of the firm. /o Knowledge of Florida public pension law, la Experience in pension litigation and pension ordinance drafting. q Qualifications of personnel Assigned Responsiveness of assigned personnel Ability to communicate legal concepts to non-attorneys Costs of Services Provided Co if 9 fir ?L.?jr+GG7 , We sincerely appreciate your time in providing us with your Input on quality of services provided. A self- addressed envelope is enclosed to expedite your response. Sincerely, `l Margaret L. Simmons, CPA ONE CrIY, ONE Fun:RE. Financial Services Administrator "FQvAL EwLoYksF.,iT Ass AFPLR,W?m Ac nON FNPLOYER" f„y S mss. RECEIVED FE80 3 1999 ?,?``.'L"•::i = FEB Tte 9 O F L E A Fina ee ent C r _?_,.?, ?.' POST OrFICE Box 4748, C1rARtitiATER, Fto;una 33758.4748 Nk'11CIPAt. SER**7CFC B1.11l11XG, 100 SOL-1-11 \S1itI1.F. A%'E%C1F.i1tvt',1TFR, FwR1IlA 3i";G ° ,QT?R•1??4` TELVnIONE (72',') 562.4530 No< ('?") 562.4531 44rSYB FIXA.\CE DEPAIMIF-W February 1, 1999 Maureen Freaney, Director of Administration City of Dunedin P.O. Box 1348 Dunedin, FL 34697-1348 CITY OF DUNEDIN PENSION PLAN The City of Clearwater Is In the process of evaluating responses to a RFP for Pension Attorney Services. As a listed reference for the firm of Kalish & Ward, we are asking for your assistance in providing to us the information outlined below as it relates-to services provided: RANKING: Level of Satisfaction: 1 (low) to 10 (high) Firm Qualification Organization, size, structure & technical resources of the firm. _ 10 Knowledge of Florida public pension law. I d Experience in pension litigation and pension ordinance drafting, Qualifications of personnel Assigned - Responsiveness of assigned personnel __ 10 Ability to communicate legal concepts to non-attorneys Costs of Services Provided We sincerely appreciate your time in providing us with your input on quality of services provided,' A self- addressed envelope is enclosed to expedite your response. Sincerely, Margaref L. Simmons, CPA Financial Services Administrator ONE CITY. ONE FMPE. "EQCAL Es1PLoNmEsT AND AFFIRmATM AC110\ EmPLo)-ER" ,m CITY OF C LEARWATE R 'P&-r OFFICE Box 4748, CI.F.ARw.mR, i'LORInA 3375$•4748 MOICIPAL SERMES BI.'ILDI\G, 100 SoL-ni rt»n.e AvEnF.. CLFmwu TF.R, FLORIDA 337% TEUPNOxE (;?7) 562•453 ?; ` EtEIVED ft%A.\CFDEPAm, m FEB t 0 1899 February 1, 1999 Mark Schuetzler, Director of Employee Relations Finance uwPlUnBRt Lincare, Inc. 19337 U.S. 19 North, Suite 500 Clearwater, Florida 34624 LINCARE, INC. PENSION PLAN The City of Clearwater is in the process of evaluating responses to a RFP for Pension Attorney Services. As a listed reference -for the firm of Kalish & Ward, we are' asking for your assistance in providing to us the Information outlined below as it relates to services provided: RANKING: Level of Satisfaction: 1 (low) to 10 (high) Firm Qualification C a Organization, size, structure & technical resources of the firm, /o Knowledge of Florida public pension law. a Experience in pension litigation and pension ordinance drafting. A2 Qualifications of personnel Assigned f Responsiveness of assigned personnel Ability to communicate legal concepts to non-attorneys /(2 Costs of Services Provided /D We sincerely appreciate your time in providing us with your input on quality of services provided.. A self. addressed envelope is enclosed to expedite your response. Sincerely, Margaret L. Simmons, CPA Financial Services Administrator OsE Ow. o.Ne F4•n:m " EQcAL EmPLOnmcw AND AFFIRI+IATi%T Acrlm F%IPLOYW' RECEIVED ?1 . r3 ~9f9 FEB IIT•Y.OF CLEAR1' TER France De PosT OFFICE Box 4748, Cums-Am, FLOFUlIA 33758-4748 Mi:NiciPAL SEiivim BumG, 100 SOLTH,11YRT1E A1'F„NL'E. CIF_UwATF.R, FLORiflA 33756 TELEP"oxE (727) 562-4530 F.k.K (727) 562-•1"535 Fixmcr DEPARTmF-yr February 1, 1999 Ms. Connie Major, City Clerk City of Apopka 120 East Main Street Apopka, Florida 32703 CITY OF APOPKA MUNICIPAL. POLICE OFFICERS', FIREFIGHTERS: AND GENERAL EMPLOYEES' RETIREMENT TRUST FUNDS The City of Clearwater is in the process of evaluating responses to a RFP for Pension Attorney Services. As a listed reference for the firm of Christiansen & Dehner, P.A. we are asking for your assistance in providing to us the information outlined below as It relates to services provided:. RANKING: Level of Satisfaction: 1 (tow) to 10 (high) Firm Qualification Organization, size, structure & technical resources of the firm. Knowledge of Florida public pension law. ?D Experience in pension litigation and pension ordinance drafting. Qualifications of personnel Assigned Responsiveness of assigned personnel low Ability to communicate legal concepts to non-attomeys - Costs of Services Provided Comments: We sincerely appreciate your time in, providing us with your input on quality of services provided. A self- addressed envelope Is enclosed to expedite your response. Sincerely, Margaret L. Simmons, CPA ONE QTY. ONE Ftrrt U. Financial Services Administrator G "EQuiAL EAiPlAY Lvr ANq AmRstATTVE Acnov EMPLOYER" ,?...,, i Uu -FHB 3 l9,qg T, Tt QTY-0F LE ftcn-4 R - ff-C I- r. QPosT Orna Box 4748, Ccxxu'.,riR, RoFum 33758.4748 ??'QTE . MUNICIPAL SERVICES BUILDING, loo SOL?Tt,%h-RTLF A%T%uE, CI.wr.46TER, FLORIDA 337% r'''?•.,i''? TELEPHO%E (727) 511EGE V 9t) 5624535 RxA.Nu DEPARTMENT FE B - 81999 . February 4, 1999 Ms. Benita Saldutti, Pension Administrator Finance Department City of Sarasota P.O. Box 1058 Sarasota, Florida 34230 City of Sarasota Pofice Officers' and General Employees' Pension Plans The City of Clearwater is in the process of evaluating responses to a RFP for Pension Attorney Services. As a listed reference for the firm of Christiansen & Dehner, P.A. we are asking for your assistance in providing to us the information outlined below as it relates to services provided: RANKING: Level of Satisfaction: 1 (low) to lp (high) Firm Qualification Organization, size, structure & technical resources of the firm. Knowledge of Florida public pension law. Experience in pension litigation and pension ordinance drafting. / CJ Qualifications of personnel Assigned Responsiveness of assigned personnel ?p Ability to communicate legal concepts to non-attomeys g Costs of Services Provided g We sincerely appreciate your time in providing us with your input on quality of services provided. A self- addressed envelope is enclosed to expedite your response. Sincerely, Margaret L. Simmons, CPA Financial Services Administrator O,sF Cmr. OBE Fm n. 0 TQuAL BtPt.ov En Ass AFFIRw?Tm Acno% ENPLmu" ' RECEIVED ITY?OF LEA.RW POST OFfla: Box 4748, CLEARU•ATER, FLownA 337, 580.4 ; 48 MUNICIPAL SERVICES BL'wmG, 100 SOLTN M R11,E M^F\LE, CIEO1i•ATER, FLOWDA 33-S6 TE. TELEPHONE (727) 562.4530 Rx (727) 962.4535 FINANCF. DEPAM.1EN'f ' February 1, 1999 Mr, Steve Chase, Retirement Administrator City of Tallahassee 300 South Adams Street Tallahassee, Florida 32301 CITY OF TALLAHASSEE PENSION PLAN The City of Clearwater is in the process of evaluating responses to a RFP for Pension Attorney Services. As a listed reference for the firm of Christiansen & Dehner, P.A. we are asking for your assistance in providing to , us the information.outlined below as it relates to services provided: RANKING: Level of Satisfaction: 1 (low) to 10 (high) Firm Qualification Organization, size, structure & technical resources of the firm. Knowledge of Florida public pension law. /d Experience in pension litigation and pension ordinance drafting. Qualifications of personnel Assigned Responsiveness of assigned personnel Ability to communicate legal concepts to non-attomeys Costs of Services Provided Comments: A 1 s. / We sincerely appreciate your time in providing us with your input on quality of services provided. A self- addressed envelope is enclosed to-expedite your response, Sincerely, Margaret L. Simmons, CPA Financial Services Administrator ONE Cny. ONE FL uRE. 0 "EQUAL EmPLoymea A.ND AFFIR wrm Amos E%tmol'>rR" ,+ FI\AvcF. DErAmtFvr . RECEIVED FEB - 91999 C I T Y. Q F C 0HaiWWVe9( T E R POST Outce Box 4748,• CLtkRvrATEFt, FLoFUDA 33758.4748 WNICIPAL SERVICES BUILDING. 100 Som %bvu MT-vu, CIFARt AITR, FLoPJDA 3?„56 TELEPHONE C- 27) 562-4530 FAx ("27) 562»1535 ary 1, 1999 M-3 19 9 FF Yolanda Rivero City of Hialeah FMPIAYEE'S RETIREMENT SYSTEM P.O. Box 110040 Hialeah, Florida 33011-0040 CITY OF HIALEAH EMPLOYEES' RETIREMENT SYSTEM The City of Clearwater Is in the process of evaluating responses to a RFP for Pension Attorney Services. As a listed reference for the firm of Cypen & Cypen, we are asking for your assistance in providing to us the information outlined below as it relates to services provided: RANKING: Level of Satisfaction: 1 (low) to 10 (high) Firm Qualification 10 Organization, size, structure & technical resources of the firm. 10 Knowledge of Florida public pension law. 10 Experience in pension litigation and pension ordinance drafting. 10 Qualiflcatlons of personnel Assigned in Responsiveness of assigned personnel 10' Ability to communicate legal concepts to non-attomeys 10 Costs of Services Provided #18,000.00 Comments: =when he is out of tom, the gestion.won't g{L,unansWgrr , be will respond to them personally. We sincerely appreciate your time In providing us with your input on quality of services provided. A self- addressed envelope is enclosed to expedite your response. Sincerely, O\E CITY. O\E FL-iI:RE. Margaret L. Simmons, CPA Financial Services Administrator "EQUa EMPLOYMENT AND AmmArvE Acno\ E.sI mvt" (. `` E' ?' .'[?' •?' ;'S?I ,Il. •?F ? L . .`? Ir:F? ....', f I. 1 S ' ? I ? ' " •.. o ;e'.tl'Virhl.?f-"+'?"S }:4+'r3: ?i+i.¢`r+-;t1 w `. e ' ,.Yh.• ,,fr?lyk'??,. +?,i.r 1,;`` F,t`• ..f:? ''1?/. ?.: r.. °.'15- r?;.' '.r. .,.?}, 'r. . . ?" ? ? ? (=•:?7m ,1Hfcb.,•,,.{., ::,. .. , ?.S''C? ..;G?: ? I. ', i'?.•?.' '„r,.. , t h }+1 t ; 1 e: , ? .. ,. ? .. - fti7ate +., U j. ONE CITY. ONE FUTURE. .f City Aftorney's Office, ' Memorandum TO: Board of Pensi Trustees FROM: . Pamela K. Aki ,City Attorney RE: Pension Attorney Services RFP DATE:' April 8, 1999 ' The- firm of Christiansen & Dehner has asked me to relay' the following information regarding their travel fees. There are times when they are traveling, to the Tampa' Bay Area for several clients and the hourly travel charge of $90 would then be divided. ' . between the clients. PKA:jmp, Copy to: Michael J. Roberto, City Manager,' Pension Advisory Committee , f I 1 PENSION ADVISORY COMMITTEE & PENSION TRUSTEES JOINT MEETING CITY OF CLEARWATER March 26, 1999 Present: Brian Aungst Mayor/Pension Trustee/PAC Member J. B. Johnson Pension Trustee/PAC Vice Chair,- arrived 10:37 a.m. Robert Clark Pension Trustee Ed Hooper Pension Trustee Pat Greer PAC Member ' Pat Shepier PAC Member -- arrived 10:22 a.m. Absent: Ed Hart Pension Trustee/PAC Member Dick Fitzgerald PAC Member John Scacca PAC Member Also Present, Pam Akin City Attorney Margie Simmons Financial Services Administrator ,Patricia O. Sullivan Board Reporter . The Mayor called the Pension Trustees meeting to order at 10:15 a.m. at City Hall. The Pension Advisory Committee Vice Chair called the Pension Advisory Committee meeting to order at 10:49 a.m. at City Hail after a quorum was reached. ITEM #1 - Presentations Christiansen & Dehner, P.A. H. Lee Dehner, President of Chritiansen and Dehner, P.A., reviewed his firm and staff's background, experience, philosophy, and presumed responsibilities. He said the firm also would represent the Board of Trustees and Pension Advisory Committee (PAC) in legal matters. He stated the firm has never had a client sued during its 20-year history. In response to a question, Mr. Dehner said he had worked with the City previously on a State compliance issue. He said the employee union originally had retained his firm, though he said his firm does not handle labor law. He said his firm had declined to draft the current Pension Plan out of concern of a potential conflict of interest. Mr. Dehmer reviewed impacts of the new law related to firefighter and police officer pensions and reviewed minor concerns he has with the current plan. In response to a question, he said incremental increases would be incorporated into the general pension fund, not the supplemental plans, to support recent changes in the law. In response to a question, he said the Pension Plan could be amended to allow options such as a drop plan. He reviewed his firm's fees, indicating the firm rarely charges for research. He and his partner, Scott Christiansen, would represent the PAC and Pension Trustees, interchangeably. mpa0399 1 03/26/99 r ' Cypen & Cynen Stephen H. Cypen, of Cypen & Cypen, reviewed his and his firm's background and experience. He said his firm does not represent other interests such as unions or employee groups. He distributed copies of his firm's newsletter including a supplement reviewing the new law. The newsletter is available on the firm's Internet site, which includes a search engine to locate archived information. His firm quoted an hourly rate, as it was unable to identify time requirements. He can arrive from Miami in Tampa by 8:00 a.m., and estimated his travel time at 2 hours in each direction. He rioted the importance of minutes accuracy. He suggested conference calls to save money. In response to a question, Mr. Cypen said out of pocket costs are charged at their actual rates. The firm accepts incoming calls toll free but charges for long distance calls, plane tickets, and outgoing faxes, at a rate of $16 - $20 per transmission. He said he could determine a flat rate within a year. It was suggested it may not be necessary for the .board attorney to attend meetings that do not address special issues. To avoid potential problems, Mr. Cypen recommended the board attorney attend all meetings, at least via conference call. Kalish & Ward Alton Ward, of Kalish & Ward,`reviewed.the background'of his firm and staff, noting the,firm represents the private and public sectors. The firm employs seven full-time pension attorneys. The firm does.not handle litigation but would work closely with City attorneys on all litigation issues. He said the firm charges an hourly rate. Kelley Bosecker, of Kalish & Ward, is the firm's partner who has been handling the City's account. Hourly rates can be discounted, depending on volume. Ms. Bosecker reviewed her background, including her legislative efforts. She said Kalish & Ward had prepared the draft for the current Pension Plan and reviewed her background working with the City Attorney. She said the firm has up to date technologies. In response to a question, she said travel time charges can be negotiated. ITEM #2 - Discussion Concern was expressed regarding problems related to the Pension Plan document prepared by Kalish & Ward. Disappointment was expressed Kalish & Ward does not handle litigation. A review of out of pocket expenses charged by each firm was requested. Copies of firm references were requested. In response to a question, the City Attorney said she can forward any Trustee questions to the applicants. PAC Member Shepler moved to recommend the Pension Trustees appoint the firm of Christiansen & Dehner, P.A., as attorney to the Pension Advisory Committee and the Pension Trustee Board. The motion was duly seconded and carried unanimously. Pension Trustee Hooper moved to accept the proposals, to provide a tape of the meeting to Pension Trustee/PAC member Hart for review, and to consider the PAC's mp80399 2. 03/26/99 l;? •:l ..S' ?dl, ':}..sue, , ?, .. .. ` .. ,t` S? ?St? ., •{. .. a..a ..u,.. >?. i?;,; v¢k [.?, '`[,Y `,wi'.?, •1. '? ?:}. •it'. r:i •'! ..'??:• tai yU/ :Xh" ?^JDP, 'C. rt 4e.•Yy ?k'? .?. Jr ,E,t `?If .t ,I. IIf'.•` s?. i• ?' .i. .{ ? ,r.+ -'It -! ,i?. ?. !?f?F:Mij YilYN+»Js 4.y.. Y'a• .• ? ! recommendation at the,Aprii 12,1999, Pension Trustees meeting. 'The motion was duly , seconded and carried unanimously. ITEM #3 Ad'ournment , S The Pension Advisory Committee meeting and Pension Trustees meeting adjourned', ' ` at. 1125 a.m. Vice-Chair Pension Advisory Committee Chair Pension Trustees Attest: Board Reporter mpa0399 3 03126199.