01/08/1998 (2)
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)' ,:>:fen,sion Advisory Committee
Minutes
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, Absent:
Robert'Clark
Committee Member/Commissioner
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PENSION ADVISORY COMMITTEE MEETING
CITY OF CLEARWATER
January 8, 1998
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Present:
Rita Garvey
J. B. Johnson
Pat Greer
Pat Shepler
Dick Fitzgerald
John Scacca
Leslie Dougall-Sides
Steve Rosenthal
Debbie Ford
Patricia O. Sullivan
Chair/Mayor
Vice Chair/Commissioner
Committee Member
Committee Member
Committee Member
Committee Member. arrived 9:04 a.m.
Assistant City Attorney
Interim Human Resources Director
Human Resources Technician
Board Reporter
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The Chair called the meeting to order at 9:00 a.m. at City Hall.
To provide continuity for research, items are In agenda order although not necessarily
discussed in that order.
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ITEM #2 . ADoroval of Minutes
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Member Greer moved to approve the minutes of the regular meeting of December
11, 1997, as recorded and submitted in written summation to each board member. The
motion was duly seconded and carried unanimously.
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ITEM #3. EmDlovees to be Heard
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Firefighter Fred Maier questioned the status of the issue he had addressed before
the PAC (Pension Advisory Committee) on November 13, 1997. He had expressed
concern fully vested employees who die prior to retirement have no pension entitlement
options and all resulting estates are assigned Option 111. Assistant City Attorney Leslie
Dougall-Sides said the Legal Department had prepared a memorandum as requested by the
PAC. The City Manager's Office then indicated a wish to investigate the matter further.
The issue will be agendaed for February 12, 1998. It was recommended employees who
address concerns before the PAC be apprised of progress on their requests.
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ITEM #4 - Action Items
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a) Review and Action on Employee Requests for Years of Service Pension
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1) George Tucker - Groundskeeper II, Parks & Recreation Department
2) Jessie L. Bell. Traffic Sign & Marking Technician, Public Works Department
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01/08/98
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Date of
Emolovment
Pension
Elig. Date.
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3) Josoph Arecco . Public Services Supervisor II, Public Works Department
Member Fitzgerald moved to approve a Years of Service Pension for George Tucker,
Jessie L. Bell, and Joseph Arecco. The motion was duly seconded and carried
unanimously.
b) Approval of New Hires as Pension Plan Members
Member Johnson moved to accept the following employees into membership in the
Pension Plan:
Reina Carbajal, Library Assistant I
Jennifer Gross, Info Mgmt Specialist
Agustin Menchaca, Aquatics Leader
Philip Ruppel, WWTP Operator C
Library
Information Management
Parks & Recreation Dept.
Public Works Department
10/01/91
1 2/0 1/97
12/08/97
12/22/97
11/24/97
12/01/97
1 2/08197
,12122/97
Ms. Carbajal originally was hired on October 1, 1991. as a part-time employee;
changed to permanent full-time on November 24, 1997.
The motion was duly seconded and carried unanimously.
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ITEM #5 - Pending/Now Business
a} Lester Rent - Hearing on Application for Job-Connected Disability Pension
On August 25, 1997, Lester Rent, WWTP Operator C in EngineeringlWater Pollution
Control, applied for a job-connected disability pension due to the October 21, 1996, injury
to his right knee. Mr. Rent has completed a Functional Capacity Evaluation and IME
(Independent Medical Examination) and the set of interrogatories prepared by the Legal
Department. Staff worked to place him in another position. His resignation is effective
upon approval of his Pension application.
Interim Human Resources Director Steve Rosenthal reported Mr. Rent had passed
the Accounting Clerk I test. Today's hearing is not necessary as the Human Resources
Department has located a position for Mr. Rent in the Public Works Department. The
position resulted from department reorganization and will last through October 1998. Mr.
Rosenthal said the match is good and noted the difficulty in matching a department's
needs with an employee's skills. In response to a Question, he said Mr. Rent will have no
loss of pay. Ms. Dougall-Sides recommended the PAC take action regarding this issue.
Mr. Rent said he is willing to be retrained. He expressed concern regarding his
family's future as the proposed job ends October 1, 1998. In response to a question. Mr.
Rosenthal said there is a good chance a long term job will become available in Public
Works but nothing is guaranteed. The department is unsure of its needs and budget.
Concern was expressed for Mr. Rent's apprehension regarding this new process. It was
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suggested Mr. Rent's application be continued so he is not required to repeat the
, application process. It was felt the City should assure Mr. Rent he will not be
"'abandoned. ...
Mr. Rosenthal will provide the PAC with an update of all light duty employees
who may apply for future Job~Connected Disability Pensions. It was felt it is important
that,employees like the work the City requires them to perform. It waG noted career
transitions can be difficult. In response to a question, Ms. Dougall-Sides said ADA
(Americans with Disabilities Act) does not cover disabled employees who request
alternative placement. Mr. Rosenthal noted some employees on light duty do feel
frustrations as they are not always provided adequate direction. It was recommended
a tickle system be established for routine review of openings. Mr. Rosenthal indicated
a staff member is keeping tabs of this issue. Concern was expressed that Mr. Rent'
not experience a gap in pay. Mr. Rent indicated he likes working for the City.
Commissioner Johnson moved to continue Lester Rent's Application for Job-
Connected Disability Pension for PAC review on August 13, 1998. The motion was
duly seconded and carried unanimously.
ITEM #6 - Director.s Reports
a) James Cheatum - Application for Job-Connected Disability Pension - Hearing Date
f:~~ Human Resources Technician Debbie Ford said Mr. Cheatum, a Solid Waste,
Department employee, had fallen into the transfer station pit in August 1996, and
injured his leg and back. , He had applied for a Job-Connected Disability Pension in
October 1997. Risk Management SpecialistlWorkers Compensation Jon Marcin
reported Mr. Cheatum's injuries met Worker's Compensation standards as permanent
and total. He is unable to work in any occupation.
Ms. Ford said the Legal Department had prepared interrogatories fo: Mr.
Cheatum and the Human Resources Department had scheduled him for a Functional
Capacity Evaluation and IME. In response to a question, Mr. Marcin said, if approved,
Mr. Cheatum will receive a combination of Disability Pension and Workers'
Compensation to equal 100% of his salary for the rest of his life. Ms. Dougall.Sides
indicated the PAC needs to determine if Mr. Cheatum is disabled under the Pension
Plan law. Materials regarding this case are available at the Human Resources
Department for review. In response to a question, Mr. Marcin said Mr. Cheatum is
being compensated through Workers' Compensation. He has benefits remaining and
continues to receive his full salary.
Consensus of the PAC was to schedule a Hearing Date for James Cheatum's
application fOi' Job-Connected Disability Pension for February 12, 1998.
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"The Mayor' reported she will be out of town on February 1 2, 1 998.
, The next PAC meeting Is scheduled for February 12, 1998.
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ITEM #7 ;. Adiournment
Chair
Pension Advisory Committe
The. meeting adjourned at ,9:35 a.m.
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