05/16/1990
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Proceedings of the Pcnslon Advisory Committee Mceting of May 16. 1990.
Page 1
Present:
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John Nicholson, Chairman
Tom Pudelski, Member
Glenn Perry, Member
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H. Michacl Laursen, Pcrsonnel Director
Dcborah Lally, Pcrsonncl Departmcnt
Nancy Degner, City Nurse
Cindy Climao, Pcrsonnel Records Specialist
MHes Lance, Assistant City Attorney
WilHam Harvey, former Firefighter
Charles Castagna, Esq., Attorney for Mr. Harvey
WiJJiam Hebert, former Police Sergeant
Cyndie Goudeau, City Clerk
Sue Diana, Assistant City Clerk
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The mceting was called to order at 9:33 A.M.
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Glenn Perry moved to approvc the minutes of the mceting of April 18, 1990.
duly seconded by Tom Pudclski' and carried unanimously.
The motion was
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,~\\',:,,":~'::~ Cyndie Goudeau, City Clerk, presented to the Committee a copy of the ballot and letter to be' sent
:,~r>'.'...:')' to all employees eligible to vote in the pension elections. This new procedure is being adopted
'\:,;' , :',:: ~ to resolve some problems that have existed in the past. The ballots will be mailed through the
,{::;,:/-:).:'; outside'mail and returned the same way. There will be no physical polling place. and ballots
;i~,: >?';.; will be counted by the Clerk on a specified dale.
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{,\,'':.:''..>:',: ,Mr. Nicholson asked Secretary Laursen to send a letter to the unions asking them to appoint
~f(\':<;. :;",:'; p,eople to serve' on the nominating committee.
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'~'\~'\;/~"::'::; William Harvey. retired Firefighter. who was represented by Charles Castagna. and
..;<;:; "',,/~i,, William Hebert. retired Police Officer, appeared before the Committee concerning the type of
,L'", ' ;,.: employment they could pursue. Mr. Nicholson advised them that the Committee needs to come
:t ,:' :~"'.;:: ,up with a procedure or policy concerning this issue which would then have to be approved by
'('::,,' '<:.:: the Trustees.
,;~,~ ',' ,;. ,': \ Tom Pudelski stated he did not think it was possible to have a set policy when there were so
':~,;::,',,:,,::;..": many different types of jobs in the: City. He felt these decisions should be made on a
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';'\)';'" ',', Mr. Harvey addressed the Committee glvmg his view on the question
':r>:,.r,: .': could perform work as a dispatcher for an ambulance company.
','1'\.<," ';.',) Mr. Castagna, attorney for Mr. Harvcy, stated he felt lhe Committee
'}:I','", "problem than necessary.
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:~.r',,:.,:: "',,::, Miles Lance, Assistant City Attorney, stated he did not feel working as a dispatcher was a r.
;~t'}" .,>:.:' position similar to that of a Firefighlcr. Glenn Perry agreed and stated Mr. Harvey had a
)i:':,\ ", t," '. waiver that he would n01 have to do anything physical. Tom Pudelski agreed that the jobs were
:ri',. .: ' not similar.
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of whether or not he
Discussion ensued.
was creating a larger
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;:-; ,: ' ' Mr. Hebert stated he could not see how there could be one policy for everyone. Mr. Pudelski
L:,;' ',' 'C' again stated these should be decided on a case-by~case basis. Mr. Hebert stated he is aware that
r ,,: .":, " : six months down the road someone could ten him he cannot do this job anymore but right now
f" \, " '::" ",; he needs to know if it is okay. Further discussion ensued.
~~,(, Q',~, Mr. Nicholson stated that if later it is decided that a job is in conflict, the pension should not be
r..,,",<' .,' stopped immediately. There should be some provision of 60 or 90 days to allow the employee to
! ;": ' : be heard and the matter to be reviewed.
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(: ,,;:', ,,' :- Tom Pudelski moved that in the case of William Hcbert the proposed job he is anticipating with
W"i" ,,' :, the State of Florida, Department of Administration, as an Investigator I is not in conflict with
t~: :'", "his present disability pension with the City. The motion was duly seconded by Glenn Perry and
~".~' '.', , ." carried unanimously.
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I.",', ',The report on Michael Dandaneaut Police Communications Operatort Police
r.."" ^,! D'epartment, from Dr. Sena was received. The Committee will review it and take action at its
V, '..' ,,',., next meeting.
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L'" :',,: A letter on Deborah Patterson, Meter Render It Utilities Finance Division, from
1/:" " ,:: i Dr. Babcock was received. The Committee will discuss this at the' next meeting.
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(..;"..,", ,'; No other information was received from Jacquelin.e Sulek, former Assistant
t~:';<::.,":",< Purchasing Manager, Purchasing Division.
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i~;I/"::", ,'i Mb r. La~firsedn ad.vliSChd the Com~ittee t~el Truste~s had aPhProved h~ recommendation to send out
tZ^.', \;::.., "::,:,: y ecru te mat t e new pension entlt cment lorm to t ose penSiOners who did not return the
!~:,,:;,', ..... i; form ,or returned one that was incompletc. Payroll will proceed as soon as possible.
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i'~~::;~~\;:',<,:; -The C.o.QUl1ittee members' liked. the new form proposed by Mr. Laursen. Mr. Laursen advised the
f~:"'" ;:.,' ,::: Com,mlltce there were some mUlOf changes that needed to be made.
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Proceedings of the Pension Advasory Committee Meeting of May 16. 1990.
Page 2
Tom Pudclski moved that Bill Harvey's proposed job as a dispatcher does not conflicl with his
former job description of Firefightcr. The motion was, duly secondcd by Glenn Perry.
Mr. Perry and Mr. PudeIski voted "aye;" Mr. Nicholson votcd t'nay." The motion carried by a
vote of 2 to 1.
Mr. Hebert addressed the Committee concerning his proposed job as an investigator with the
Department of Busincss Regulation. Mr. Hcbert describcd what his duties would be and asked
the Committee to dcterminc if this would conDict with his former job as a Policc Sergeant.
. Mr. Hebcrt stated this position is not sworn and he would not have arrest powers Of carry a
weapon.
Mr. Lance stated he did not see this job as being similar to a Police Officer.
Mr. Harvey returned to the meeting and Mr. Nicholson advised him that the decision made
today was not final. It would have to go to the Trustces and won't come up until the Committee
devises a policy.
A lengthy discussion ensued concerning Mr. Hcbert's proposed job. Mr. Laursen stated he felt
the key point is that these individuals do not want somcone to come along and tell them their
" 'pensions will stop because they are violating the ordinance.
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\~, ' "', With regard to the opinion from Attorney General Butterworth as to whether or not the City
~;'.. :0' 'Commission can act as 'Trustees to the Pension Plan, it is necessary for the Commission itself to
~t,: ..' " request an opinion from Mr. Butterworth. The Attorney General can only offer opinions to
,!,~ ': '". ," the Pension Advisory Committee as to its own duties and responsibilities.
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t~.' .',," 'Olenn Perry moved that the Trustees be asked to request an opinion in this maUer. The motion
'k>:,', : '" "was, duly seconded by Tom Pudelski and carried unanimously.
t>;,,:, ':,.,.,': The Committee commented on a memo from Mr. Laursen regarding the rights of the spouse of
",' ,an employee who was not married at the time of retirement as they pertain to the widow(er)
.~' ;','., ':: ", '. receiving the pension. Mr. Lance's opinion was that the widow(er) had the same rights he/she
~{<::, ' would have had if the couple had been married at the time the employee went on pension.
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C!:;, .' > ' ': The meeting recessed at 10:46 A.M. and reconvened at 11:01.
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';;:, , :' ":' , Tom Pudelski read the name(s) of the following employee(s)
~,.:-:::,' : ':::,,' the Pension Plan:
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Proceedings of the Pcnslon Advisory Committec Meeting of May 16, 1990.
Page 3
With respect to thc request of John Greiner, Survey porty Chler, Public Works
De p n r t men t, no new information has becn received. Mr. Laursen had sent a memo to
Mr., Greiner suggesting he contact him but to date Mr. Laurscn has not heard anything.
With regard to John Ferzola, the rctired Firefighter who was sent n ICHer regarding his
pension eligibility, Mr. Laursen advised the Committee he had spoken to Mr. Ferzola and was
told that his disability still exists. The telephone call Mr. Laursen rcceivcd was from a
neighbor that has had problems with Mr. FCr7.o1a. This ncighbor tried to stan a body shop in
his yard and Mr. Fcrzola reportcd him to the county. This information elln be verified.
Mr. Lance stated if there is no clear evidence that Mr. Fcrzola is no longer disabled, the matter
should be dropped. The consensus was to take no action.
The Committec considercd the request of Donna Kelly, Librarian II, Libraries
De par t m en t, to vest her pension. Tom Pudelski moved that this rcquesl be approved. The
motion was duly seconded by Glenn Perry and carried unanimously.
Mr. Nicholson advised the Committee that it had come to his attention that pension
contributions will be subject to income tax in the near future. This applies not only to the
employee's contribution but the employer's contribution and the interest the money earns.
This is a provision under IRS Code 415 and has applied to private pension plans for some time.
It now will apply to public pensions as well. Mr. Lance suggested the best way to find out about
this would be to contact a local congressman. Mr. Nicholson wiU try to find out more about this
but in the meantime has asked Mr. Laursen to check with the Finance Department.
(, '::'.:':',::"i LaVonne Newcomer, Staff Assistant II
,;\',.' ,,'; :", ;':" Rickey Harris, Sanitation Worker
,',:: ,.';>:,:-',',; Kathleen Perry. Police Service Tech.
j',';", ,;. ,: ':: Sharon Hunter. Police Service Tech.
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:j..\.;.'.',:,:"':' ~.' Charles Kessler, Programmer
',r.;. ,;~., ',,;': Gre'gory Kidwell, Police Service Tech.
'1\:'::"."; ,.,: ":' Keith Rutledge. Recreation Leader
~~~<.()), Lisa Morrow, City Clerk Tech.
Plann in g
Pub. Wks./San.
PoJice
Police
Adm. ,Ser./DIS
Police
Parks & Rec.
, City Clerk
to be accepted in~o membership in
Date of Pension
Employment Elif:'. Date
4-23-90 4-23-90
8-28-89 8-28-89
5-14-90 5-14-90
5-14-90 5-14-90
4-23-90 4-23-90
5-14-90 5-14-90
1-3-89 4-30-90 ,
5-7-90 ' ,
5-7-90
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of the Pension Advisory Commiltee Mccting of May 16t 1990.
Page 4
moved that the
duly ',seconded by
cmployeeCs) listcd
Olcnn Perry and
above
carried
bc acccptcd into
unanimously.
the
Pension
Plan.
The
moved that
and, carried
be adjourned. The
he meeting adjourned
motion
at 11 :03
was
A.M.
duty
seconded
by
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