10-14-2002AGENDA
PENSION
TRUSTEES
10/14/102
ACTION AGENDA
Board of Trustees of the Employees' Pension Fund
October 14, 2002 - 1:00 p.m.
1 - Call to Order - 1:20 p.m.
2 - Approval of Minutes: 09/16/02 - Approved
3 - Request for acceptance into membership: William Harding, Kimberly Burdette, Patricia
Petsch, Todd Vaughan, Tyrone Mathis, Felicia Swann, Frank Silvio, Nathaniel Vint, Sam
Kambourolias, Jason Herman, and Krysztof Moleda - Approved
4 - Regular Pension(s) to be granted: John Berrien - Approved
5 - Pension(s) to be vested: Darold Brink & Irene Gaccek - Approved
6 - Other Business - Human Resources Director Joe Roseto said disability pension cases for Camille Motley
and Catherine Slack will be scheduled for December 12, 2002
7 - Adjourn - 1:22 p.m.
Meeting Date: I0 " tH ' C)2- Approved by Trustees:
CITY OF CLEARWATER
EMPLOYEES' PENSION PLAN/
PENSION ADVISORY COMMI I-TEE
TO:
FROM:
SUBJECT:
DATE:
Pension Trustees
Pension Advisory Committee
Recommendation for Acceptance into Pension Plan
September 12, 2002
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
1729.48 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
William Harding, Police Officer/Police 7/15/02 7/15/02
Kimberly Burdette, Police Information Technician/Police 7/15/02 7/15/02
Patricia Petsch, Staff Assistant/Police 8/12/02 8/12/02
Todd Vaughan, Recreation Program Support Technician/Parks & Rec. 8/12/02 8/12/02
Tyrone Mathis, Solid Waste Worker/General Services/Solid Waste 7/15/02 7/15/02
Felicia Swann, Police Communications Operator Trainee/Police 7/15/02 7/15102
Frank Silvio, Custodial Worker/Marine & Aviation 8/17/02 8/17/02
Nathaniel Vint, Electronics Technician/Engineering 8/26/02 8/26/02
Sam Kambourolias, Computer Aided Drafting Technician/Engineering 8/26/02 8/26/02
Jason Herman, Computer-Alder Drafting Technician/Engineering 8/26/02 8/26/02
Krzysztof Moleda, Custodial Worker/Solid Waste/General Support Services 8/12/02 8/12/02
sion viso Co it hair
ark
' Trustees of the
-- o Final Agenda Item #
99w?rEmployees' Pension Plan Agenda Cover 10/14/02
Meeting Date:
Memorandum
SUBJECT/RECOMMENDATION:
John Berrien, Public Utilities 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.
? and that the appropriate officials be authorized to execute some.
SUMMARY:
John Berrien, Public Services Technician II, Public Utilities Department, was employed by the City on
November 16, 1973, and his pension service credit is effective on that date. His pension will be
effective November 1, 2002.
Based on an average salary of approximately $37,316 per year over the past five years, the formula
for computing regular pensions, and Mr. Berrien's selection of the Life Annuity, this pension will
approximate $32,458 annually.
This pension was approved by the Pension Advisory Committee on September 12, 2002. 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 thirty years of credited service, or has
reached age 65 and completed ten years of credited service. Mr. Berrien qualifies under the age
55 and twenty years of service criteria.
Reviewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Humane Total
Resources
Budget NA Public NA User Dept. Funding Source:
Works
Purchasing NA DCM/ ccc?o Current Fiscal Year
ACM un rvcvoment
Risk Mgmt NA Other NA Attachments ccx ,t,ng
Appropriation Code:
Submitted by: 0 None
City Manager
Printed on recycled paper Rev.
2/98
Ste'`
Trustees of the
Final Agenda Item #
9qw ?.?? Employees' Pension Plan
? Agenda Cover Meeting Date: 10/14/02
Memorandum
SUBJECT/RECOMMENDATION:
Darold Brink, Marine & Aviation Department, and Irene Gaccek, Fire 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 some.
SUMMARY:
Darold Brink, Tradesworker 11, Marine & Aviation Department, was employed by the City on June 8,
1983. Mr. Brink terminated from City employment on June 19, 2002.
Irene Gaccek, Life Hazard Safety Inspector, Fire Department, was employed by the City on
August 22, 1988. Ms. Gaccek terminated from City employment on August 22, 2002.
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. Mr. Brink would have completed
twenty years of service and reached age 55 on June 8, 2003. His pension will be effective July 1,
2003. Ms. Gaccek would have completed twenty years of service and reached age 55 on
August 22, 2008. Her pension will be effective September 1, 2008. These pensions were approved by
the Pension Advisory Committee on September 12, 2002.
Reviewed by: Originafing Dept: Costa
Legal NA Info Tech NA Debbie Ford/Human Total
Resources
Budget NA Public NA User Dept. Funding Source:
Works
Purchasing NA DCM/ Capital Current Fiscal Year
Improvement
ACM
Risk Mgmt NA Other NA Attachments operating
Other
Appropriation Code:
Submitted by: 0 None
City Manager
Printed on recycled poper Rev.
2/98