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05-14-2001• en a ens 1 on _ _ :, .� ACTION AGENDA Board of Trustees of the Employees' Pension Fund May 14, 2001 1.. Call to Order - 1:09 p.m. 2. Approval of Minutes: 4/2/01 - Approved as submitted. 3. Request for acceptance into membership: Timothy Buis, Deven Filer, Donathon Clark, Jay Neal, Timothy Coleman, Travis Lowe, Barbara Buchinsky, Eric McBride, Angela Aldrich, Benjamin Hailey, Steve White, Rodney Rivera, John Moscatelli, Eric McGraw, Christopher Lyons, Lamon Green, John Rementer, Scott Maurer, Suzanne Ruley, Stanley Conord, Roy Reel, JoAnn Stinyard, Kelly King, Linda Belinske, Jason Clark, & Scott Oster - Approved. 4. Regular Pensionls) to be granted: Margaret Jewett, Nancy Burgarella, & Wilson McGill - App�oved. 5. Pensionls) to be vested: Patricia Schrembs - Approved. 6. Other Business - None. 7. Adjourn - 1:11 p.m. Meeting Date: TO: FROM: SUBJECT: DATE: 5��f.c� Pension Trustees Approved by Trustees: CITY OF CLEARWATER EMPLOYEES' PENSION PLAN/ PENSION ADVISORY COMMITTEE Pension Advisory Committee Recommendation for Acceptance into Pension Plan April 12, 2001 � As Trustees of the City of Ciearwater Employees' Pension Fund, you are hereby notified that the employee(s) listed below have been duly examined by a locai physician and each has been designated as a "first class risk". The emptoyment of these individuals brings the number of FTE's as of this date to 1683.02 of 1799.3 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 Timothy Buis, Field Service Representative/Customer Service Deven Filer, Recreation Leader/Parks & Recreation Donathon Claric, Parks Service Technician IlParks & Recreation Jay Neal, Gas Technician I/Gas Timothy Coleman, Traffic Technician/Public 5ervices Travis Lowe, Custodial Worker/Parks & Recreation Barbara Buchinsky, Recreation ProgrammedParks 8 Recreation Eric McBride, Parks Service Technician IlParks & Recreation Angela Aldrich, Human Resources Technician/Human Resources Benjamin Hailey, Police Cadet/Police Steve White, Police RecruiUPolice Rodney Rivera, Police RecruiUPolice John Moscatelli, Police RecruiUPolice EricMcCraw, Police RecruiUPolice Christopher Lyons, Police RecruiUPolice Lamon Green, Police Recruit/Police John Rementer, Solid Waste Worker/Solid Waste Scott Maurer, Recreation Programmer/Parks & Recreation Suzanne Ruley, Recreation Programmer/Parks 8 Recreation Stanley Conord, Polfce RecruiUPoiice Roy Reel, Public Utilities Tech. I/Public Utilities JoAnn Stinyard, Police Recruit/Police Kelly King, Parks Service Technician I/Parks 8 Recreation Linda Belinske, Survey Assistant IlPublic Services Jason Clark, Mechanic I/General Support Servlces Scott Oster, Water & Public Utilities CoordinatorlPublic Utilities 2/26/01 6/15/92 2/26/01 2/26/� 1 2/26/01 2/26/01 7131 /00 3/12/01 5/28/91 3/12/01 3/12/01 3/12/01 3/12/01 3/12/01 3/12/01 3/ 12/01 3/12/01 2/14I00 3/12/01 3/12/Oi 3/26/01 3/12/01 3/26/01 3/26/01 3/26/01 4/2/01 2/26/01 2/26/01 • 2/26/01 2/26/01 2/26/01 2/26/01 2126/01 • 3/12/01 3/12/01 '" 3/12/01 3112101 3/12/01 3/12101 3/12/01 3/12/01 3/12/01 3/12/01 3/12/01 ••• 3/12/01 3/12/01 3/26/01 3/ 12/01 3I26/01 3I26101 3/26/01 4l2/01 ' originally hired as permanent part-time; status changed to full-time and pension eligiblo as of 2/26/01 " originally hired as full-time; transferred to part-time; status to changed to full-time and ponsion oliglble as o( 3/12/01 "' originally hired as permanent part-time; status changed to full-time and ponsion eliglbla as of 3/12/01 ` Cc�«�c(� C. S��t� l�►�_ eion visory omm air � S(�jiLr� �,�I� li 9�Q 9�'�ITEa��'� SUBJECTIRECOMMENDATION: Trustees of the Employees' Pension Plan Agenda Cover Memorandum Agenda Item = Meeting Datc 5/14/01 Marbaret Jewett, Police Department, Nancy Burgareila, Police Department; and Wilson McGill, Jr., Parks & Recre�tion Department, be granted regular pensions under Section(s) 2,393 and 2.397 of the Employees' Pension Plan as approved by the f'ension Advisory Committee. _n and th,�t the appropriate officials be authorized to execute same. SUMMARY: M�rg�ret Je�vett, November 23, 1979, September 1, 2001. Police Officer, Police Department, �vas employed by the City on and her pension service credit is effective on that date. Her pension will be effective Based on an average salary of approximately $47,499 per year over the past five years, the (ormula for computing rebular pensions, and Ms. )ewett's selection of the 100% Joint S Survivor Annuity, this pension will approximate $28,083 annually. Nancy Burgarella, Police Officer, Police Department, was employed by the Cih� on October 18,1971, and lier pension service credit is effective on April 18, 1972. Her pension will be effective September 1, 2001. Based on an average salary of approximately $47,6G0 per year over tl�e past five years, tl�e formula for computing regular pensions, and Ms. Burgarella's selection of the 100% )oint & Survivor Annuity, this pension �vill approximate $37,979 annually. Wilson McGill, Jr., Parks Supervisor I, Parks & Recreation Department, was employed by the Ciry on )une 23, 1967, and I�is pension service credit is effective on tl�at date. His pension will be effective )uly �, 200�. Qased on an average salary of approximately $43,647 per year over the past five years, the formula for computing regular pensions, and Mr. McGill's selection of the 75% Joint & Survivor Annuity, tl�is pension will approximate $39,488 annually. These pensions were approved by the Pension Advisory Committee on April 12, 2001. Section 2.393 (p) provides for normal retirement eligibility when a participant has completed twenty years of credited service in a rype of employment described as "hazardous dury" and further specifically defines service as a Police Officer as meeting 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, has completed 30 years of credited service, or has reached age 65 and completed ten years of credited service. Ms. )ewett and Ms. Burgarella qualify under the hazardous duty criteria. Mr. McGill qualifies under the age 55 and 20 years of service and 30 years of service criteria. Reviewed by: Originating Dept: Costs Legal Nq Info Tech NA Debbie Ford/Human Resources Total f3udget " NA Public Works NA User Dept. Funding Source: Purchasing NA DCM/ACM �� Captial Imprrnrment Current Fiscal Year Risk Mgmt NA Other NA Attachments o,x�.,�+�,s '�� bU,�� Appropriafion Code: Suhmitted by: D None Cit Mana er Printed on recvclrel naner o..., ��oa SE,RI�. � ,,�, ; ' a � � � 9Qw�iEPE�' SUBJECT/RECOMMENDATION: Trustees of the Employees' Pensioa Plan Agenda Cover Memorandum Agenda Item # �—� �leeting Uate: 5/14/O1 Patricia Sclirembs, Police Department, be ailowed to vest her pension under Section(s) Z.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: Patricia Schrembs, Police Service Technician, Police Department, �vas employed by tl�e City ori January 28, 1991, and her pension service credit is effective on that date. Sfie terminated from City employment on March 30, 2001. The Employees' Pension Plan provides that should an employ�e cease to be an employee of the City o� Clearwater after completing ten or more years of creditable service (pension participation), then sucli employee shall acquire a vested interest in the retirement benefits. Vested pension payments commence on tl�e first of tlie month following the month in which the empfoyee normally �vould have been eligit�le 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 sen�ice, or has reached age 65 and completed ten years of credited service. Ms. Schrembs �vould liave completed ten years of service and reached a�e G5 on Marcli 17, 2003. Her pension �vill be effective on April 1, 2003. Tiiis request was approved by tl�e Pension Advisory Committee on April 12, 2001. Reviewed by: Origi�ating Depl: Costs Lcgal NA Info Tech NA Debbie Ford/Human Resources Total Budget NA Public Works NA User Dept. Fundi�g Source: Purchasing NA DCMIACM �D Cap�ial �mprovemem Current Fiscal Year Risk Mgmt NA Ot{�er NA Attachments Operating � ocn�� Appropriation Code: Submitted by: O None Cit hlana er Printed on recvclecl naoer oo., �ion