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08/15/1983
I � � � _ � � +1�► � . . . . . . . . .._a .. .. - „d . . . . . .. . . . ..5. f ( �t' . . .� ' , ': ... . . . . . . . . � . . . .. . ' . . ' .. 'i. .�. ' ' .. . . . ' . . . . . , . : � . . . . . . . . . . . , . . . .. J ' i ' ; � _. . . , , ' , v ' ' ; '' ',. i _ i � „ „ , r. , . . . �. . , �' � � . . . . . , .. � .. . , . ' . � . `�.. � � " . . . ' . . ' � . . ' . t , . . . _ . . . . . . . . .. . :� t �. . ' . . . , � - . . , . . .....�.�..... ....W.......v.....+.n...err.:.........�......+—...�....�....�..�...........-. . , '.++..wW...�.a. ': � . � . , ti. � . . . � � . , � . � . . . � . r.. . . . �. . � � . .. , � � i . . . � ., : .. . . � . . . ' ' � . _..��_...... ... ' .........__,�_...._..__.v_..__..�.. t . �t. ! 'i'� �t`.. � . t 1 t " f ��. ' `� i' ' ��' t :� 1 � � i s'4� , � . - TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING s•:t` < c`4; � t . � `r, ,.;t � :.: A���51� �� � �9V� t r t 'F i}.. � � � � `� .: . ) .. ���. . � � �. . �� .r , . � � The City Commission, meeting as the Board of Trustees of the ' ' r, fr : } �- .. t'' , Employees' Pension Fund, met in regular session at the City Ha11, Monday, y>h '`,t'`. , August 15, 1983, at 9:03 a.m., with the following members present: ; } ` � Y 4 t ? y }t � � � ' 1' .�3 Y S f ij � Rita Garvsy Commissioner 1 � ., � . . F f . i `j4' } ,n James Calderbank Commissioner ', '` ��� r itr . .� }r � . � �z � ::,-:�... ' � William Justice Commissioner ,*,_ � :,�, rw �` ' i���:�, •,, -i'�. � tt % r r � � t' 4 , ; � Absent: , `k_ � �, , � r y . ., } J , . �,E �, Kathleen KeZl,y Ma,yor/Commissioner ` F y,=% �, f��.,,,�'y � James Berfield Commissioner ' �` `. tl i -; ',,, � ; �,' ; " , i �:; � �4�—� Also present were : '* ' ' ; i ,; f � � �`3Y �'�„ �'� ; � �. ; t� , ;:�'t<�� r � ' t _ i , e �t�� .,' .. � �$ .��r`r.r�i��. r �. �. ' Aleta Cozart Assistant to City TZanager " ' � t ��f•, `� �� . �,;. ' Thomas A. Bustin City Attorney � � y � S �p ; . t� r 2}� a . 1a��s�lY; � r ..�a�"'r z}s}iki.r SK��t �ir4� i t , Lucille Williams City Clerk '``�K , ,�=x> A'�� ,� ^ ��k+�"> � �.`;<, � �ii � '� 1 J y�;: i � .t� �+ i`y `-° yv��� .� � '..�k 1��� .�: � �M1 . 1 �,�� � � j �} ,rac .y �y,'� {�w..x .X.. � � _ � � Commissioner Garvey calZed tne meeting to order. '`" -� �`�K `� �+�; �,����; , , ,�; ;� r , t ]� 'f ' :�4 4` h i . � .� . . H$ 4-���GS ili . a. � +c�; t f� � � � f � ; ' 3. t� f F X t� i ��� �'�5�{�. 5 . r A .�. ` �� `;,,��;x�,�'�;xg �' r �,' ITEM �2 Minutes - Commissioner Calderbank moved to approve the minutes '' � � � r � �'� � r}?{�`x{,J"+�li�� �.� s a ` +, ����w' N4t §� �`�� `' of the July 18, 1983, meeting. lbtioa was duly seconded and cart�ied '' ``r s$ rt"�� ��?�Y��'{?'�' _��.'-' 1} �v �1 y� 5 � .� "' . _ _., ... e.....�*..;��:'�.r".y: �n„� .� �.i,-.L+':�:'i'f:'y.s�:.` . -. ���_�.� �:t� •��� unan imou s ly . �,.... ,.,.,. ,. ,.. , , , 71 r' F� � I �� raP . K � '-+�t� ._ x. i?nY N��f»{ w+k �Pti.. `� .L,a.�, � �. i'�? ��A2q� ��� i s. t � C��. F` a� ITEM #3 - Recommend ti ns of t P r., Y� f, �r� ,� �- a o he ension Advisory Co m mi t t e e. 1 ��,.�,�q����:,t �T:ti'�.�r p s, ";' i .t. ,�, �``t;�i'� Y , , � l:�'�"�r�� �'�;�a��YY"�;?`,, ��, i.r: �: a. Acceptanee into MembErship . -a��,�:',y:F�r4���t:�,.� q,[z"1.'':id:�.^?Nh;7i}, _ _ M1 .�LS� .y 'Si31•c f fi� . fi Y tr f F � '`'�����'� ������ `�� `� � {� The Ci�y Manager presented the recommendation of the Advisory ,. �.J{ ii�,..n�`,`.,;;-'°.,-rl:i� ti_,i , ,' v:'.- �. ,_, 44� �'� �� � ,, r <i ����.',, . . Committee to approve membership for fifty four (54) Police Officers and eighteen (18) Firefighters as listed below, who were hired between the years of 1971 through 19$3 and have been contributin� to the Pension Plan but had not been forrn�lly admitted. Name Date of Hire Benefits Date Police Deoartaeati (per computer) Acker, Judi L. 06-12-78 06-12-78 Aabini, Dennis L. OS-10-81 OS-10-81 Borland, Lawrenee D. 10-18-82 10-18-82 Bruscel.l, Miehael. A. 7Q-02-72 i0-02-72 Bureh, Steven H. 05-12-80 05-12-80 Burkhammer, Dianne L. 01-31-83 01-31-$3 Calloway, Clarenee A. 08-09-82 Oa-09-82 Carrasquillo, Jorge E. 06-23-62 06-23-82 Coleman, John J. Jr. 01-31-83 01-31-83 Covert, Thane B. 10-19-81 10-19-81 Crisp, Carolyn M. 06-19-78 06-19-78 Daly, Franklin A. Jr. 05-19-80 OS-19-80 Davenport, Kenneth J. O1�-f2-82 04-12-82 Desrosi.ers, Louis L. Jr. 10-25-82 10-25-82 ����!!4T�!��� .. ,�, , r y Y, . �.:�:" y J. . , i I� �1 ��.S Y { ��A. �Y',y fif�J� Y'� .? :4, .t �1� �t �. �. �'� � {�•R l }. :�' "} N ..�,�,�'• i� G � , k:� wys a � '�,� . tY"" '`�',¢7 t .j �' ; � t � .. � t " � � - F f �� i � . :,y��i�k".. .+, �.�J�!4!i'KL,. � c�- ��:.JT .+e. �. .. . Q?"`r'�'��w..x '�'"P'„� �7".."w`rw.+.+v.»w1'"tr.�"".".'g.iK "f';.-..�""�,�'4!Ss�� ; �+�'l�i� m's f °�r.�4JSirt".LN. y ,tLN .Y �',� '�`Ll1,h{. '*M . � .....7..�. �5: . � >. „i..... ..."L �. . , _.. ..'�,�_.. �.�a�r:, .�a='Cta--�r�;+:::.^ 1.:+y'.�+1•,E,^.�, ,F� Ys ,:�t;��Li�o'cx . . � . . ... . . . . _ . . . . . . .. i'��} • � i i t� ' . NSi.t.. . t t' � . . . . . ' . . � �: � � r�- ��t.r r °; s Z t . � - . � . . � � � � � . . . � . � � � ,� �3F�:t� . �, �f _ .' , . . . . � . ., . ,.. . . . . _ . ;t t ���� r. � . . .� . . . .. .. . . . . . . , ' . � . � . � r. s� . �. , . . . . . � . . � � � ' , . .. . ' � . � ' `' . ` t . . ' .. . . . . . � . . . , , . .. ' f" ' 7�' l �. i . . , .. . . . . . 'f i. ' ' . . . . . .. . " ' . . . , . ' . . . ' .. . . ��iw .� �` ` � , � . � . . . � . ' . � � � . -.;;-:. ��;�� a;,�:; � ���=` . . _, .�. F:. .; , > � �t i ' A'� > . .1� ' f t' . r i. �'t '.i t i f, Y � . C � � t'�- C },' . '' F ,a- �: � „'� ; � a " t' y �` t .�rs 7 �� � �p r < � ' 2 4 Y�'is7w ? 't w' f' .-'1 �' ' , ,�:t� : `��.� ,� r ���,.'.� � ; �r� � . , r ,� �,f,z; 3� ;{�, Yt f�' '�;' 1S' 1} t. .� � ,�.� � — �.:: r ;�r„= .s y ,j e t. r f � .��.� Z � �.� : f � a � �c� �, `, ` , � _, �_ t' 1 > � - , � �; . ��5 .;. . � ' , a � � .: , � i , r � r .�� �� s � � . � f ' t .> > t � � � ti . �'� ' . �Vn�� " t h ' � � .���it r , � �I ��' -R. � y �•ri } �1: , ., � �+ . y. �"� . .`h�.-. �;, p�.WyYV".�(ata'nTiM1�7i ,{. ��j . f��i��):yN *�1fii�T+1%:.)'y�I+.�+�w..��e'.�ko±G%�. jC✓}yp� " 1� �;t. � •fi �",4i'� .�eil �� . � z�x '�T 1 NrY:4 �^` ,1 �9�( 5.. ' �„1'r� � 1 cy ',y � . �,;:Y.r`� .%�l..a i�i ;�}{.% '+. . ��d �... .:iY,g ,... � . : . «+lAL��� �. ' . . . . b�ar.r� ..»U. »h�...iJnM� t ��+(. 4 ` s � :� �., , `. :', y j. r . � . f' � . . . . . -. :t � � � C� : ' � Doran, Russell W. �_ � Ellis, George R. � � _ Fairehild, Kenneth R. ;: Green, Marvin L. ' - Heinz, James M. � Howard, Charles A. '. �� . Jones, Robert W. :: _ � , Katchuk, Jack L. ::: i Keel, Janice L. �; ' Kettell, Charles A. ` , ,� Konga, Wayne K. s Lee, Edward Lloyd, Henriet�a W. Lyneh, Thomas W. ' �� � Metcalf, Miehael V. MiZler, Thomas F. Jr. � f � `' ' Milliron, Robert P. . , � � � � Murphy, T-:•esa F. `-r �#` r{ s � Naumann, Terry C. ;,a �� � ' � t , r� �,� � Nestor, Thomas P. 1 G= �`' "'��' rt`C Outtrim, John David F , .'�y1 � y�.f; �ti E�M1 4 't y �, � � Pease, Robert D. y� f. t �4�s �t �"" { c : ,. � � �� ,x�,� ���� �, x Y ,. - Plennert, William t . ryzni "��� �: ���.`��.�-,�{ M�+,.� �' � ;. Randall, Jane ,..,: .. , �� .�' � _ .. �:t;<;`:;� �. _Y,_ �. - :,:; `,:'l•';'•`i•� J,. �; :� , 4 ♦ �.•47 g'•.: t`J.: ...,, �« .: ;,.� ,l. � �F 7, Rudden, David C. � Sahr, Michael J. Sehmitt, Kenneth M. Simpkin, Alexis J. Slaek, Catherine Slaek, John G. Spitaleri, Robert C. Stemboroski, Riehard L. Sudler, Ronald J. Tenbieg, .Joseph J. Teunis, Mark A. Watkina, John Francis Watson, David Weller, William Wentz, Lloyd West, Danny � FirefiRhtera Donaldson, John Hagedorn, James Horton, Van James, William Jones, Robert G. Lee, John Love, Mark D. Lovett, Jerry MeCann, Faul D. 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' � }} �....YV�M1"►NYb"�' ...... l � �t t � > f � � t , .. ; .,; : �, �� �,,rt f Norris, Harry - � ; ;� O Presti, Salvatore r: :, �� Ruggiero, James ��,� ' Sheppard, William �; Taylor, Joe � ' T Toran, George �s `+ , � j `� 4 ? ;�. .:.j Vaughn, Dwayne wn/ta4t�ewk , j� t S y , 1 i C 1 � 1 �� t . r �r t.. i ! a� . 3 y {t � � 4 ..r ''� e a .. �r a .� � � � n �� .. i 3.. � r f � r r�tt p y � ' � l: t' � �a : ' ' � .. � i � 7� �. { { t . �� . I-: ' + Fy ir ' �� ' s . �i • f: � __ ... . . ... .::: ....`.�;�,��.� 1. ��{ .,','..�:s� t.�. 08-28-78 os-2a-78 03-21-63 oa-Za-7a 01-10-83 04-08-83 01-10-83 08-28-TS oa-28-7s 03 -21-63 oa-2a-7a 01-�o-B3 o4-oa-83 01-�0-63 :- � a ` ,� �� 3 Commissioner Justice moved to accept the recommendation of the � Y� '' � Committee. l�otton was duly aeconded and earried unanimously. .r, :'� � r Advisory .:�.:: 4 ' :: ( � ,r: � � ; b. Pension Request. �� �t , ' The Cit,y Manager presented the recommendation of the Advisory - r � k , �.r , w � General Employees' Pension Fund ensionhunderlprovisionsd fethe , � , � y ,j Committee, `' ``� ' �:;� be granted a non-job eonnected disability p ; t .. < < < s i�'��� �„, 4 y �;, Employee'� Pension Plan. ��tt�, �,ti�, Ins eetor II, effective August 6 1983 , ��s �� � � � t� � Hall, Elbert E. - Plumbing P �, �..f���„n. �}��`�.Y��, _i.� .. . _ _ . _ . in the amount of $737 .59 per month. :_� � i� Commissioner Justice moved to grant the pension request. was duly seconded and earried unanimously. ITEM #4 - Meeting adjourned at 9:04 a.m. Attest: �c,l�t.�._ 1,,.� .:2.Q.���--J City Clerk 3. � , - a t`r. � �; `•�1 f.�j,ti �.. x . ;:n �'.` 3� r � �7t � .y . ., .. ... , . . ... :` yor/Commissioner !lo�tion 8/15/83 �...,�,.��..�,....-.—�•_ � �. r �' `t �t fi . 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S( �� i �, t � �� ..a, y{t . f �. i 1 t ��- � �t. . �r�� � I �.�s�s , �, ;; y . � �#'* :x '� �{' j i �s � y T t'���' �4 ��'� �` ��� � L . yfi'15,� $ �,°�x 3ik 7rt ^`,''�,�.� ^�e 3 +n �.. �, J��;te)r�'�at��3{ s� :ilA;� , f��+�tt �a,R.ki � ' �r . ..t h�f�'"G:.��r4t� S�� '�i % n �h�4� �j����v��:�{{; �t#f ' �ly+ tt . txvp �{'�, �{ �j a ..,�:�+3 i'��Y"�::"..�,. �,,.s.'!H .>_:,�._T t�• . , c � ��� `�a�k��'T` �i� �, ,. c��. � r, �, � ,� , i i� ��.�{���,�:fl;�'�`'p��'rt:.`s?L��*,._,��..:r.'3,.',... � 4 't�d I iJA Z"+�� ��}�s, ' c,gr��9�z�ft`�Fw�ta A�jj� ..i��.s � ,?�'r��.�'�c.:a��i?`, j��s,r" �� �._�.E�; : �`. CITY OF CLEARWATER interdepartment Correspondence Sheet TO: TRUSTEI:S OF THE EMf'LOYLES' I'H;�SION PL/�N . ��,,1 FROM: Pension Advisory Committee �'�'����'�� , v COPIES' Anthony L. Shoemaker, City Manager; Tom Busti.n, City Attorney, H. Michael Laursen, ' Personnel Director & Secretary to PAC; Skip Kroeger, President IAFF SUBJECT: Recommendation to Allow �rnployees Opportunity for Pension Pay-Back DATE: September 7, 1983 � ;:. :;� ;t� � �r 4,' 1 ��'r � .: i. � . ,�, ' . .. During the early 1970's City employees brought into question the process which was being followed relative to participation in the City Pension Plan. Employees were, due to ].ega1. and/or administrative interpretation of the City Pension Plan, precluded from partici- pating in the Plan during their initial six months of employment. They neither paid into the Plan nor received credit during the first six months of service. Ultimate�y, this issue was brought before the coLrt in litigation (City Pension Plan a:�d the City Commission of City of Clearwater, Acting as Trustees v. City of Clearwater Employees' Association - Cir. Civ. No. 2��, 715). The litigation was concluded with the issuance of a 5tipulation (copy attached) whereupon employees wexe provided with a one-time option to pay into the Pension Plan the amount of monies they would have paid had they been covered for that initial period of employment, plus interest, and to receive credit for the time period as , creditabLe pension service. (Pay-back was accomplished through a one-time payrnent or installments over a desi.gnated period of time.): Apparently,.an interpretation was made by the City and/or PAC at that time ttiat only employees hired before the date of the Stipulation were affected by the order. Those �employees hired after the date of the Stipulation were employed by the City under the same basis as employees had been histoxically, i.e., they did not pay into the Pension Plan nor receive credit for theix initial six months of service. This was changed when the new Pension Ordinance was adopted by citizen referendum in 1978. The six months of service ciuring which employees hired between 1972 and Z978 worked, but did not participate in the Pension Plan, are becoming significant concerns to the employees. In one particular instance, eligibility for vesting is affected. In others, the amounts of pension that may be anticipated and the eligibility dates for pensions will be affected for numerous employees. • . .� The Pension Advisory Committee discussed this situation at a meeting in July, after which they requested a legal opinion and'subsequent meeting with the City Attorney relative to the appropriate methods to proceed to remedy this matter. The City Attorney has advised the PAC that the 1972 Stipulation can be applied to.employees hired between 1972 and 1978 since the litigation was a"cZass action" proceeding and the terms of the Stipulation could be applied to all situations appropriately within the terms of that settlement. Accordingly, the PAC recommends that the Pension Trustees instruct the City Manager and/or � other appropriate staff to initiate those actions which would be necessary to offer to employees hired subsequent to November 2, 1972 and who were precluded from pension partici- pat3on solely on the basis of the City's and/or the PAC's interpretation relative to the initial six months of service of each employee, the opportunity to pay into the Pension Plan the amounts they would have otherwise paid had they been covered during that initial. period and to receive creditable pension service for that time. ��� PAC recognizes that those employees previously given the ontion to pay back into the Pen$ion Plan for their first six months of service and who declined to do so, may not now change that option. The PAC is also aware that'an actuarial review may be required before affected employees can be given an option for pay-back and extended credit for pension service. 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