01-16-2001
Agenda/Pension
1-16-01
ACTION AGENDA
Board of Trustees of the Employees' Pension Fund
Tuesday - January 16, 2001
1. Call to Order - 10:13 a.m.
2. Approval of Minutes: 12/4/00 - Approved as submitted.
3. Request for acceptance into membership: Kamen Brant, Michael Pizzorusso, Lisa
Turcotte, Mark Roberson, Diane Angello, William Dillashaw, Sharon Hofle, James
Potts, Michael Anderson, Shizuka Wire, Candy Hansen, Angela Creel, Stephen
Agathos, Brian Murphree, James Jerkins, Lynne Pulizotto, & Rodgerick Scott -
Approved.
4. Regular Pension(s) to be granted: Willie Jeter, Frank Bowler, Douglas Bunting, John H.
Donaldson, James H. Moore, Charles Castanza, & Tami Jo Swain - Approved.
5. Pension(s) to be vested: Jeffrey L. Patterson - Approved.
6. Request for Survivor's Pension: Rosa Conn, Widow of James Conn - Approved.
7. Request to buy back previous pension service credit: Leonard Marotta - Approved.
8. Other Business - None.
9. Adjourn - 10:16 a.m.
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: December 14, 2000
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". The
employment of these individuals brings the number of FTE's as of this date to 1683.24 of 1795.9 budgeted
positions (including the City Commission).
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, Job. Class, & Dept./Div. Hire Date Date
Kamen Brant, Recreation Leader/Parks & Recreation 11/6/00 11/6/00
Michael Pizzorusso, Police Communications Operator/Police 11/6/00 11/6/00
Lisa Turcotte, Police Communications Operator Trainee/Police 10/25/99 11/6/00 '
Mark Roberson, Aquatics Leader/Parks & Recreation 10/23/00 10/23/00
Diane Angello, Administrative Analyst/General Support Services 11/6/00 11/6/00
William Dillashaw, Tree Trimmer/Public Works 2/28/00 11/6/00 "
Sharon Hofle, Police Communication Operator Trainee/Police 11/6/00 11/6/00
James Potts, Traffic Technician/Public Works 10/23/00 10/23/00
Michael Anderson, Courier/Information Technology 11/6/00 11/6/00
Shizuka Wire, Senior Systems Analyst/information Technology 11/6/00 11/6/00
Candy Hansen, Customer Service Representative/Gas 9/27/00 11/4/00
Angela Creel, Police Recruit/Police 11/6/00 11/6/00
Stephen Agathos, Maintenance Worker II/General Support Services 11/20/00 11/20/00
Brian Murphree, Landscapte Maintenance Coord./Parks & Recreation 11/20/00 11/20/00
James Jerkins, Gas Technician I/Gas 11/20/00 11/20/00
Lynne Pulizotto, Staff Assistant I/Planning & Development Services 11/20/00 11/20/00
Rodgerick Scott, Solid Waste. Wo rke r/Sol id Waste 11/6/00 11/6/00
'originally hired as part-time; transferred to full-time and pension eligible as of 11/6/00
"originally hired as temporary; transferred to permanent and pension eligible as of 11/6/00
"'originally hired as part-time; transferred to full-time and pension eligible as of 11/4/00
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Trustees of the
o Agenda Item m
9???ITEPE`o? Employees' Pension Plan 1/16/01
Agenda Cover Memorandum tti1eetingDate:
SUBJECT/RECOMMENDATION:
Willie Jeter, Solid Waste Department; Frank Bowler, General Support Services Department; Douglas Bunting, Fire
Department; John Donaldson, Fire Department; James Moore, Police Department, Charles Castanza, Police
Department, and Tami Jo Swain, Police 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 appropriate officials be authorized to execute same.
SUMMARY:
Willie Jeter, Solid Waste Worker, Solid Waste Department, was employed by the City on
June 29, 1976, and his pension service credit is effective on December 29, 1976. His pension will be effective
February 1, 2001.
Based on an average salary of approximately $27,726 per year over the past five years, the formula for computing
regular pensions, and Mr. Jeter's selection of the 100% Joint & Survivor Annuity, this pension will approximate
$17,853 annually.
Frank Bowler, Chief Communications Technician, General Support Services Department, was employed by the
City on June 1, 1981, and his pension service credit is effective on that date. His pension will be effective
July 1, 2001.
Based on an average salary of approximately $41,984 per year over the past five years, the formula for computing
regular pensions, and Mr. Bowler's selection of the 75% Joint & Survivor Annuity, this pension will approximate
$23,362 annually.
Douglas Bunting, Firefighter/Driver Operator, Fire Department, was employed by the City on
May 19, 1975, and his pension service credit is effective on that date. His pension will be effective
February 1, 2001.
Based on an average salary of approximately $42,647 per year over the past five years, the formula for computing
regular pensions, and Mr. Bunting's selection of the 100% Joint & Survivor Annuity, this pension will approximate
$29,697 annually.
John H. Donaldson, Fire Lieutenant/Rescue Paramedic, Fire Department, was employed by the City on
August 28, 1978, and his pension service credit is effective on that date. His pension will be effective
December 1, 2000.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Human Resources Total
Budget NA Public Works NA User Dept. r,e0
4 Funding Source:
Purchasing NA DCM/ACM A c'i"'al1"'P`o.a1e"1 Current Fiscal Year
Risk Mgmt NA Other NA Attachments °per•""'g
other
Appropriation Code:
Submitted by: 0 None
r
City Manage
Printed an recvcled oaner Rrv_ 219R
Regular Pensions
Page 2
January 16, 2001
Based on an average salary of approximately $61,153 per year over the past five years, the formula for
computing regular pensions, and Mr. Donaldson's selection of the Life Annuity, this pension will
approximate $37,930 annually.
James H. Moore, Police Officer, Police Department, was employed by the City on August 8, 1967, and
his pension service credit is effective on that date. His pension will be effective December 1, 2000.
Based on an average salary of approximately $59,792 per year over the past five years, the formula for
computing regular pensions, and Mr. Moore's selection of the 100% Joint & Survivor Annuity, this pension
will approximate $53,620 annually.
Charles Castanza, Police Officer, Police Department, was employed by the City on March 1, 1976, and
his pension service credit is effective on October 9, 1976. His pension will be effective February 1, 2001.
Based on an average salary of approximately $44,237 per year over the past five years, the formula for
computing regular pensions, and Mr. Castanza's selection of the 100% Joint & Survivor Annuity, this
pension will approximate $28,961 annually.
Tami )o Swain, Police Officer, Police Department, was employed by the City on October 13, 1980, and
her pension service credit is effective on that date. Her pension will be effective December 1, 2000.
Based on an average salary of approximately $47,367 per year over the past five years, the formula for
computing regular pensions, and Ms. Swain's selection of the joint & Survivor Annuity, this pension will
approximate $26,197 annually.
These pensions were approved by the Pension Advisory Committee on December 14, 2000. Section
2.393 (p) provides for normal retirement eligibility when a participant has reached age 55 and completed
twenty years of credited service, has completed 30 years of credited service, or has reached age 65 and
completed ten years of credited service. Section 2.393 (p) also 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/Driver Operator, Fire
Lieutenant/Rescue Paramedic, and Police Officer as meeting the hazardous duty criteria. Mr. Deter and
Mr. Bowler qualify under the age 55 and 20 years of service criteria and Mr. Bunting, Mr. Donaldson,
Mr. Moore, Mr. Castanza, and Ms. Swain qualify under the hazardous duty criteria.
SEALM. r
i 000 Trustees of the
?c Agenda Item ll
TEEmployees' Pension Plan 1/16/01
Meeting Date:
Agenda Cover Memorandum
SUBJECT/RECOMMEN DATION:
Jeffrey L. Patterson, Police Department, be allowed to vest his pension 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:
Jeffrey L. Patterson, Police Captain, Police Department, was employed by the City on October 24, 1983, and his
pension service credit is effective on that date. He resigned from City employment on
December 29, 2000.
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.
Section 2.393 (p) provides for normal retirement eligibility when a participant has reached age 55 and completed
twenty years of credited service, has completed 30 years of credited service, or has reached age 65 and completed
ten years of credited service. Section 2.393 (p) also 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 Captain as meeting the hazardous duty criteria. Mr. Patterson would have.
completed twenty years of service on October 24, 2003. His pension will be effective on November 1, 2003.
This request was approved by the Pension Advisory Committee on December 14, 2000.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Human Resources Total
Budget NA Public Works NA User Dept. p Funding Source:
Purchasing NA DCWACM / Q eaptial improvement Current Fiscal Year
Risk Mgmt NA Other NA Attachments opcrabog
other
Appropriation Code:
Submitted by: O None
City Manage
r
Printed on recycled paper Rev. 2198
Trustees of the Agenda Item #
Employees' Pension Plan 1 /16/01
Meeting Date:
Agenda Cover Memorandum
SUBJECT/RECOMMENDATION:
Rosa Conn, widow of James Conn, Solid Waste Department, be granted a death benefit under Section 2.397 of the
Employees' Pension Plan as approved by the Pension Advisory Committee.
and that the appropriate officials be authorized to execute same.
SUMMARY:
James Conn, Solid Waste Equipment Operator, Solid Waste Department, was employed by the City on
August 28, 1972, and his pension service credit is effective on February 28, 1973. Mr. Conn passed away on
October 21, 2000. Rosa K. Conn, widow of James Conn, applied for death benefits on October 24, 2000.
Mr. and Mrs. Conn were legally married on August 28, 1982, thereby entitling tier to death benefits under
provisions of the Employees' Pension Plan.
Mrs. Conn's request for death benefits was approved by the Pension Advisory Committee on December 14, 2000.
The amount of Mrs. Conn's pension will be computed by the Finance Department at a later date. This pension will
be effective November 1, 2000.
Based on an average salary of approximately $34,202 per year over the past five years, this pension will
approximate $25,998 annually.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Human Resources Total
Budget NA Public Works NA User Dept. Funding Source:
Purchasing NA DCM/ACM captial Improvement Current Fiscal Year
Risk Mgmt NA Other NA Attachments operating
other
Appropriation Code:
Submitted by: O None
r
City Manage
10 Printed on recycled paper Rev. 2/98
,s Trustees of the
Employees' Pension Plan Agenda Item # Agenda Cover 1/16/01
Memorandum Meeting Date:
SUBJECT/RECOMMENDATION: Leonard Marotta, Police Officer, Police Department, be allowed to
;,uv back his previous pension service credit as approved by the Pension Advisory Committee.
? and that the appropriate officials be authorized to execute same.
SUMMARY:
Leonard Marotta, Police Officer, Police Department, was originally employed by the City of Cleawater as
a Police Officer on August 26, 1979. Mr. Marotta resigned from the City on August 26, 1982, after three
years of service and withdrew his pension contributions in the amount of $3,890.97. Mr. Marotta formally
requested a withdrawal of his resignation under the appropriate Civil Service Rule. Although this request
was made 19 days past the six-month deadline, he was granted approval by the City Manager at that time to
withdraw the resignation. He returned to work as a Police Officer on April 25, 1983. Upon his return, Mr
Marotta's seniority date was adjusted by 241 days, the number of days he was actually gone, as is done in
any case where an employee withdraws a resignation. Additionally, Mr. Marotta was credited with all his
benefits, including sick leave and vacation.
At that time, Mr. Marotta made a request to pay back the monies he had withdrawn from the Pension Plan.
Mr. Marotta was advised by the Police Chief that this request was denied.
In 1996 Mr. Marotta made another request to buy back his pension service credit. He was advised that the
amount he would have to pay back at that time was in excess of $65,000.00. At the Pension Advisory
Committee meeting on March 11, 1999, Mr. Marotta again asked the Committee to allow him to buy back
these three years. After some discussion, a motion was duly made and carried that Mr. Marotta be allowed
to buy back his previous years of service with interest on the $3890.97 in the amount of 5% per year from
the date he left in 1982 until the present time. On June 1, 1999, the Pension Trustees approved this buy
back request. At a subsequent meeting on June 7, 1999, this action of the Trustees, together with the
approval of David Krieger's buy back, was rescinded on the advice of Lee Dehner, the Committee's pension
attorney, that the ordinance did not provide for such buy back. Mr. Krieger subsequently filed suit in Circuit
Court and the action of the Trustees was nullified by the Court and the request to buy back upheld.
At the Pension Advisory Committee meeting of December 14, 2000, Mr. Marotta renewed his request for buy
back pension service on the grounds that he and Mr. Krieger were approved at the same time and he should
be entitled to the same relief granted Mr. Krieger. The Committee approved his request to buy back three
years of service by a vote of 6 to 1. This matter is now being forwarded to the Pension Trustees for
consideration.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Human Resources Total
Budget NA Public Works NA User Dept. o Funding Source:
Purchasing NA DCM/ACM ! caplial Impro%eme°l Current Fiscal Year
Risk Mgmt NA Other NA Attachments operating
other
Appropriation Code:
Submitted by:
? None
Cit Manager
Printed on recycled paper Rev. 2198
0 Printed on recycled paper Rev.
2/98