01-07-2002AGENDA
PENSION TRUSTEES
01/07-/02
ACTION AGENDA
Board of Trustees of the Employees' Pension Fund
January 7, 2002 - 9:00 a.m.
1. Call to Order - 9:02 a.m.
2. Approval of Minutes: 12/10/01 -Approved
3. Request for acceptance into membership: John Mehrle, Patricia Brady, Joyce Hunt, Efrain
Pizano, Suzanne Melton, Michael Evans, Debbie Shires, Joshua Meyer, Wayne Wells, Donna
Armen, Stephen Bell, Sherry Hunt, Brian St. Lawrence, Rodney Ferguson, and Daniel Rivera. -
Approved
4. Regular Pension(s) to be granted: James Centilli and Audrey Meunier. - Approved
5. Request to Vest Pension: Lester Rent - Approved
6. Other Business - None
7. Adjourn - 9:05 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: November 8, 2001
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 1704.99 of 1834.7 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
John Mehrle, Maintenance Worker II/General Support Services 10/22/01 10/22/01
Patricia Brady, Staff Assistant I/Marine 11/5101 11/5/01
Joyce Hunt, Accountant/ Finance 10/22/01 10/22/01
Efrain Pizano, Custodial Worker/Parks & Recreation 6/4/01 11/5/01
Suzanne Melton, Staff Assistant I/General Support Services 11/5/01 11/5/01
Michael Evans, Parks Service Technician I/Parks & Recreation 11/5/01 11/5/01
Debbie Shires, WWTP Operator Trainee/Parks & Recreation 10/22101 10122/01
Joshua Meyer, Courier/Public Communications & Marketing 1 1 /5/01 11/5101
Wayne Wells, Senior Planner/Planning & Development Services 11/5/01 11/5/01
Donna Armen, Staff Assistant I/General Support Services 11/8/01 11/8/01
Stephen Bell, Utilities Chemist/Public Utilities 11/5/01 11/5/01
Sherry Hunt, Police Office Specialist/Police 11/26/01 11/26/01
Brian St. Lawrence, Solid Waste Worker/Solid Waste 11/19/01 11/19/01
Rodney Ferguson, Solid Waste Worker/Solid Waste 11/19/01 11/19/01
Daniel Rivera, Solid Waste Worker/Solid Waste 11/19/01 11/19/01
Wendell Akins, Mechanic II/General Support Services 9/18/01 11/19/01
originally hired as permanent part-time; changed to full-time and pension eligible as of 11/5/01
•' originally employed as temporary on 9/18/01; changed to permanent and pension eligible as of 11/19/01
444zf 47, 4Z,
Pension Advisory Con ee Chair
rsa
99K?1TEA.????
Trustees of the
Employees' Pension Plan
Agenda Cover Memorandum
Final Agenda Item N
Meeting Date: 01/7/02
SUBJECT/RECOMMENDATION:
James Centilli, Fire Department, and Audrey Meunier, Customer Service 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.
0 and that the appropriate officials be authorized to execute same.
SUMMARY:
James Centilli, Firefighter, Fire Department, was employed by the City Oil
Novmeber 17, 1980, and his pension service credit is effective on that date. His pension will be effective
February 1, 2002.
Based on an average salary of approximately $45,536 per year over the past five years, the formula for computing
regular pensions, and qtr. Centilli's selection of the 100% Joint & Survivor Annuity, this pension will approximate
$26,062 annually.
Audrey Meunier, Customer Service Representative, Customer Service Department, was employed by the City
on October 1, 1981, and her pension service credit is effective on that date. Her pension will be effective
February 1, 2002.
Based on an average salary of approximately $31,178 per year over the past five years, the formula for computing
regular pensions, and Mrs. Meunier's selection of the 10-Year Certain & Life Annuity, this pension will
approximate $18,791 annually.
These pensions were approved by the Pension Advisory Committee on December 13, 2001. 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. 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 thirty years of
credited service, or has reached age 65 and completed ten years of credited service. Mrs. Meunier qualifies
under the age 55 and twenty years of service criteria.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Human Resources Total
Budget NA Public Works NA User Dept. Funding Source:
Purchasing
NA DCM/ACM Capiial Im{xn+emenl
Current Fiscal Year
Risk Mgmt NA Other NA Attachments opera)"'R
Omer
Appropriation Code:
Submitted by: O None
City Manager
Printrd nn recvded oaoer Rev. 2/98
SF AIM.
Trustees of the
Final Agenda Item
99??TEP?x? Employees' Pension Plan 1?7?02
Meeting Date:
Agenda Cover Memorandum
SUBJECT/RECOMMENDATION:
Lester Rent, Public Utilities 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:
Lester Rent, Wastewater Treatment Plant Operator C, Public Utilities Department, was employed by the City on
June 25, 1974. Mr. Rent terminated from City employment on December 25, 2001.
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
hventy years of credited service, has completed 30 years of credited service, or has reached age 65 and completed
ten years of credited service. Mr. Rent would have completed thirty years of service on June 25, 2004. His
pension will be effective on July 1, 2004. This was approved by the Pension Advisory Committee on
December 13, 2001
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Human Resources Total
Budget NA Public Works NA User Dept. Funding Source:
Purchasing NA DCM/ACM capUal tmprownient Current Fiscal Year
Risk Mgmt NA Other NA Attachments operating
other
Appropriation Code:
Submitted by: 0 None
City Manage
r
Printwl nn ratwripa nltnar n- vino