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PENSION ADVISORY COMMITTEE SPECIAL MEETING
CITY OF CLEARWATER
October 1, 2002
Present: Whitney Gray
John Lee
John Schmalzbauer
Tom Jensen
Hoyt P. Hamilton
Frank Hibbard ,
Empty seat
Acting Chair/Commissioner
Committee Member
Committee Member
Committee Member
Committee Member/Commissioner
Committee Member/Commissioner
Committee Member
Also Present: Leslie' Dougall-Sides
Joseph Roseto
Richard Ebelke
Scott Christiansen
Debbie Ford
Patricia O. Sullivan
Assistant City Attorney
Interim Human Resources Director
Assistant Human Resources Director
Pension Advisory Committee Attorney
Human Resources Analyst
Board Reporter
The Chair called the meeting to order at 9:10 a.m. at City Hall.
, '
To provide continuity for research, items are in agenda order although not
necessarily discussed in that order.
ITEM #2 - Pending/New Busines~
a) Evers L. Maxie. Sr. - Hearing for Non-job-connected Disability Pension
PAC (Pension Advisory Committee) Attorney Scott Christiansen reviewed the rules,
, procedure, and criteria related to a disability claim. The claimant has the burden of proof. The
standard ,of proof requires a preponderance .of evidence.
AS,sistant City Attorney Leslie Dougall-Sides presenting the case for the City, stated the
City opposes Evers Maxie's disability request. Mr. Maxie worked as a Solid Waste worker, a
unskilled, heavy labor position that requires a driver's license. Sond Waste Director Bob
Brumback previously had relieved Mr. Maxie of his driving duties. She said a condition must be
permanent for a disability pension to be approved. She said Mr. Maxie's personal physician
and the IME (Independent Medical Examination)' physician reported the condition is not
permanent if Mr. Maxie would follow a treatment plan and take medications necessary to control
his diabetes. She revIewed Mr. Maxie's medical records.
In his June 8, 2001 letter, Edward M. Kasper, MD stated Mr. Maxie "can work as a
custodial worker. He should not work outside, nor should he drive a . . . vehicle with his present
vision,"
,,' On January 7,2002, Anup Desai, MO, issued a statement that Mr. Evers could not drive
, due, to poor vision. In his August 28, 2000 assessment, Pothen Jacob, MD stated Mr. Maxie
has "chronic diarrhea with hemoccult positive stool" and significant weight loss. Mr. Maxie's
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past medical 'history Is "significant for pacreaUtls related to alcohol abuse. He has had pancreatic
cysts and has had surglcallntelVentlon." Dr. Jacob suspected Mr. Maxie "could have chronic
pacreatltls causing weight loss as well as diarrhea." According to his March 19, 2002
gastroenterology consultation, Dr. Jacob stated Mr. Maxie Is "a patient with chronic alcoholism who
, presents with significant weight loss and diarrhea. He has previously documented pancreatic
Insufficiency and Is on enzyme supplements. Additionally, he also has abnormal liver function tests,
consistent with alcoholic pacreatltis. His' weight loss appears to be a combination of chronic
alcoholic pacreatltis and continued alcoholism."
A December 4, 2001 letter from Resituto Malonsa, MD, Mr. Maxie's primaI)' care physician
since March 1995, Indicated Mr. Evers has poorly controlled diabetes, chronic pancreatic
Insufficiency, which causes chronic diarrhea. poor stamina, and Is In poor physical condition. Dr.
Malonsa further stated, "If his diabetes control Improves and his diarrhea is controlled, he may be
able to return to'work, but it Is unclear at this time when this will occur."
In his June 13,2002 report regarding the IME of Evers Maxie, Andrew J. Scoma, MD, noted
Mr. Maxie's long term problem with alcohol and reported Mr. Maxie "has failed to take care of his
diabetes and has failed to cooperate with his physicians in attempting to control his diabetes. . . If he
takes care of himself and his overall condition Improves, then he will be able to perform his job." Dr.
Scoma stated Mr. Evers "is not disabled. . . the patient needs to comply with his medical therapy
and can again resume his duties. . . He did not receive an injury on the job. . . It should not take any
longer than a maximum of six months of IntensIve diabetic therapy for the patient to be back to
normal."
Ms. Dougall~Sldes stated the Pension Plan has several exclusion,ary Items, including the
overuse of alcohol and preexisting conditions. Mr. Maxie's record indicates prior to employment
with the City, he had surgery for a cyst on the pancreas, which was related to alcohol overuse. She
said Mr. Maxie's current condition Is due to neglecting his health and failing to take his medication.
She said while Mr. Maxie had claimed to have stopped using alcohol in 2001, his blood Jevel
readings during his 2002 hospitalization Indicated that was not the case.
Ms. Dougall-Sides noted Dr. Malonsa had indicated Mr: Maxie was not checking his
glucose, taking his required Insulin, nor did he show up for two appointments with a specialist. Mr.
Maxie has had a history of motor vehicle accidents. According to physician reports, Mr. Maxie's
diabetes Is simple insulin dependent, not complicated by problems with the brain, kidney, or heart,
and could Improve in 6 months with therapy.
Ms. Dougall~Sides said according to Dr. Malonsa, Mr. Maxie was admitted to the hospital ,In
March 2002 with an elevated alcohol Jevel of 0.16. Chronic alcoholism affects liver function. After
his off-duty automobile accldent In March 2001, Mr. Maxie's ethanol level was 0.25. Mr. Brumback
relieved Mr. Maxie from driving and all heavy-duty responsibilities. '
Assistant Human Resources Director Rick Ebelke said Mr. Brumback had relieved Mr.
Maxie from his equipment operator position after his diabetes condillon was aggravated by not
taking prescribed medications. If Mr. Maxie's health improves, he could fill a manual labor position
In Solid Waste, such as recycling. While Mr. Maxie has requested a transfer back to the Parks & '
Recreation Department, Mr. Ebelke said manual labor jobs In the parks are physically demanding In
the hot sun. In response to a question, Mr. Ebelke said few Internal City custodial positions exist, as
most are contracted. Custodial jobs also are physically demanding and require stamina.
mpac10a02
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10/1/02
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Interim Human Resources Director Joe Roseto said the City would have more options in
placing Mr. Maxie If he would take his prescribed medication, participate in Intense therapy, and quit
using alcohol. Concern was expressed sending Mr. Maxie home for 6 months may exacerbate his
condition. Discussion ensued regarding the City's EAP (Employee Assistance Program). Results of
random testing on Mr. Maxie for alcohol use were not available. Mr. Ebelke said the EAP program
requires employee participation and cannot be Imposed.
Mr. Maxie said he did use alcohol previously. He said he tests his glucose levels twice daily,
, exercises, and takes his medication. He said he would rather be working than sitting at home. He
. said he would participate In the EAP If it would help. He said he needs an Income and Is willing to
do anything to help his condition. Mr. Christiansen said City programs, such as EAP, are not
relevant to the PAC's decision.' '
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Some Inconsistencies In the Interrogatories were noted. It was felt Mr. Maxie's dlsabl1lty is
temporary and would Improve if treatment is followed. It was recommended Mr. Maxie have
extended treatment to Improve his use. It was hoped Mr. Maxie receives the help he needs and can
be re'employed In the future.
Member Jensen moved to deny Evers Maxie's request for a non-job~connected disabl1lty
pension. The motion was duly seconded and carried unanimously.
If was hoped Human Resources will help address Mr. Maxie's needs and help him stay on
the road to recovery. Mr. Roseto said staff will see what assistance can be provided.
In response to a question, Mr. Christiansen said Mr. Maxie was sent to an out.ofHarea
endocrinologist as many local doctors are unwilling to perform IMEs and contradict local physician
opinions. Many' also do not want to face depositions and lawyer questions.
ITEM #3-Director's Reports
Mr. Ebelke reported Cathy Slack's attorney has requested her disability hearing be
scheduled in November. Depositions for the case are not complete. In regard to litigation regarding
the seventh memberl Ms. Dougall-Sides said a hearing Is scheduled for October 31, 2002,
regarding the City's motion to dismiss. Mr. ChrIstiansen recommended against filling the seventh
seat until related litigation Is resolved. If the vote on Ms. Slack's disability case Is a 3:3 tie, the case
would have to be continued until at least four members agree on a vote. '
Consensus was to schedule the disablllty hearing for Cathy Slack on November 14, 2002.
It was recommended the PAC follow City Commission procedure when appointing members
to boards so that applic,ant background information Is included in the agenda package.
iTEM #4H Adlournment,
10/1/02
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