02-18-2003ACTION AGENDA
Board of Trustees of the Employees' Pension Fund
February 18, 2003 — 9:00 A.M.
Convene as Pension Trustees:
1- Call to Order — 9:17 a.m.
2- Approval of Minutes: 01/21/03 — Approved as submitted
3- Request for acceptance into membership: Sam Swinton, Jr., Jere Gunderman,
Jessica Stephens, Amy Roberson, Scott Fowler, Nathan Burnside, Jeffery
Richardson, Amanda Edmunds, Shannon Anderson, Brian Jerard, Anthony Mills,
Carlene Gabehart, Marc Shen, Juan Fontella, Michael Rodriquez, and Krintina
Pupke. - Approved
4- Regular Pension(s) to be granted: Dianne Burkhammer, Lawrence Browett, and
Belinda Massey. - Approved
5- Pension(s) to be vested: Brett Ward. - Approved
6 - Other Business
7 — Adjourn - 9:19 a.m.
Meeting Date: � j� � S
TO:
FROM:
SUBJECT:
DATE:
Pension Trustees
Approved by Trustees:
CITY OF CLEARWATER
EMPLOYEES' PENSION PLAN/
PENSION ADVISORY COMMITTEE
Pension Advisory Committee
Recommendation for Acceptance into Pension Plan
January 9, 2003
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 indlviduals brings the number of FTE's as oi this date to
1744.01 of 1844.9 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.
Name. J�b. Class, & De�t./Div.
Sam Swinton, Jr., Warehouse Clerk/Gas
Jere Gunderman, Recreation Leader/Parks & Recreation
Jesslca Stephens, Police Communications Operator Trainee/Police
Amy Roberson, Police Communications Operator Trainee/Police
Scott Fowler, Police RecruiUPolice
Nathan Burnside, Pollce RecruibPolice
Jeffery Richardson, Police RecruiVPolice
Amanda Edmunds, Recreation ProgrammedParks & Recreation
Shannon Anderson, Police CadeUPolice
Brian Jerard, Police Officer/Police
Anthony Mills, Police CadeUPolice
Carlene Gabehart, Solid Waste WorkedSolid Waste
Marc Shen, Police CadeUPolice
Juan Fontella, Police CadeUPolice
Michael Rodriguez, Police CadeUPolice
Kristina Pupke, Police CadeUPolice
Hire Date
12J2/02
12J2/02
12J16/02
12/16/02
12/16/02
12/16/02
12/16/02
12J16/02
12/2/02
12/2/02
1212/02
12/16/02
12/30/02
12J30/02
12/30/02
12/30/02
Pension Elig.
Date
12/2/02
12/2/02
12/16/02
12/16/02
12/16/02
12/16/02
12/16/02
12/16/02
12/2/02
12/2/02
12/2/02
12/16/02
12/30/02
12/30/02
12/30/02
12/30/02
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SUBJECT/RECOMMENDATION:
Trustees of the
Employees' Pension Plan
Agenda Cover
Memorandum
Final Agenda Item # �
Meeting Date: 2�18�03
Dianne Burkhammer, Police Department; Lawrence Browett, Fire Department; and Belinda Massey,
Gas Department; be granted reg�lar pensions under Section(s) 2.393 and 2.397 of the Employees'
Pension Plan as approved by the Pension Advisory Committee,
❑ and that the a�propriate officiols be authorized to execute same.
SUMMARY:
Dianne Burkhammer, Police Officer, Police Department, was employed by the City on January 31,
1983, and her pension service credit is effective on that date. Her pension will be effective
February 1, 2003.
Based on an average salary of approximately $48,176 per year over the past five years, the formula
for computing regular pensions, and Ms. Burkhammer's selection of the 50� Joint & Survivor Annuity,
this pension will approximate S25,624 annually.
Lawrence Browett, Fire lieutenant, Fire Department, was employed by the City on August 6, 1979,
and his pension service credit is effective on that date. His pension will be effective February l,
2003.
Based on an average salary of approximately S54,373 per year over the past five years, the formula
for computing regular pensions, and Mr. Browett's selection of the 100°� Joint & Survivor Annuity, this
pension wiil approximate 534,519 annually.
Belinda Massey, Administrcative Analyst, Gas Department, was employed by the City on June 25,
1973, and her pension service credit is effective on that date. Her pens(on will be effective July 1,
2003.
Based on an averoge salary of approximately S38,872 per year over the past five years, the formula
for computing regular pensions, and Ms. Massey's selection of the 100� Joint & Survivor Annuity, this
pension wiil approximate S31,538 annually.
Reviewed by: Ori�inutiny Dept: Coata
Legal NA Info Tech NA Debbie Ford/Humap Total
Resources
Budget NA Public NA Uaer Dept. v! Funding Source:
Works
Purchasing NA DCM/ COp"o' Current Fiscal Year
� ImpfOVprt�gnt
ACM
Risk Mgmt NA Other NA Aftachmenfs o������e
Olhpr •
Approp�iation Code:
Submitted by: O None
Ci Man er
Prinled en rpcvclad oeoar o.,..
2/98
Regular Pensions
Page 2
February 18, 2003
Ms. Burkhammer's, Mr, Broweit's, and Ms, Massey's pensions were approved by the Pension
Advisory Committee on January 9, 2003. 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
Police Officer and Fire Lieutenant 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. Ms. Burkhammer and
Mr. Browett qualify under the hazardous duty criteria. Ms. Massey qualifies under the thirty
years of service criteria.
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SUBJECT/RECOMMENDATION:
Trustees of the
Employees' Pension Plan
Agenda Cover
Memoranduin
Final Agenda Item � -""
Meeting Date: 2n 8/03
Brett Ward, 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:
Brett Ward, Police Ofticer, Police Department, was employed by the City on September 30, 1985,
Mr. Ward terminated from City employment on January 6, 2003.
The Employees' Pension Plan provides that should an employee cease to be an employee of the City
of Ciearwater affer compieting 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 completed twenty
years of credited service in a type of employment described as "hazardous duty" and further
specifically defines service as a Police Officer as meeting the hazardous duty criteria. Section 2,393
also (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 compieted ten years of credited service. Mr. Ward would have completed
twenty years of service on September 30, 2005. His pension will be effective October 1, 2005. This
pension was approved by the Pension Advisory Committee on January 9, 2003.
Rev(ewed by: Originating Dept: Costs
Legal NA Info Tech NA Debbie Ford/Huma Total
Resources
Budget NA Public NA User Dept. �/ Funding Source;
Works
Purchasing NA DCM/ ��''a' Current Fiscal Year
ACM �*+aovomorn
Risk Mgmt NA Other NA Attachments c=�'or'"9
c•.-��
Appropriation Code:
SubmiHed by: O None
Cit Mana er
Printad on recvcled oaoer Rev.
2/98