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11/13/2008 PENSION ADVISORY COMMITTEE MEETING MINUTES CITY OF CLEARWATER November 13, 2008 Present: Carlen Petersen Acting Chair/Councilmember John Schmalzbauer Committee Member John Doran Committee Member/Councilmember Paul Gibson Committee Member/Councilmember Brian De Witt Committee Member Absent: Nathan Hightower Chair Tom Jensen Vice-Chair Also Present: Joe Roseto Human Resources Director Patricia O. Sullivan Board Reporter By unanimous consent, Member Petersen served as Acting Chair. The Acting Chair called the meeting to order at 9:02 a.m. at City Hall. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. 2 - Approval of Minutes Member Schmalzbauer moved to approve the minutes of the regular Pension Advisory Committee meeting of October 9, 2008, as submitted in written summation to each board member. The motion was duly seconded and carried unanimously. 3 – Employees to be Heard – None. 4 – Action Items: a. Review and Action on Employee Requests for Regular Pensions: 1. Doris K. Tennell, Police 2. Lawrence Dowd, Parks & Recreation 3. Robert W. Jones, Police Member Doran moved to approve the requests for regular pensions for Doris K. Tennell, Lawrence Dowd, and Robert W. Jones. The motion was duly seconded and carried unanimously. b. Approval of New Hires as Plan Members: Member Doran moved to accept the following employees into membership in the Pension Plan: Pension Eligible Name, Job Class, & Dept./Div Hire Date Date Laurie Hovatter, Economic Dev. Spec./Economic Development 12/11/06 10/11/08 Pension Advisory 2008-11-13 1 Vicente Anglero, Solid Waste Worker/Solid Waste Gary Edwards, Parking Enforcement Specialist/Engineering Dawn Walser, Police Communications Operator Trainee/Police Robert Morig, Systems Analyst/Finance Edith Coppersmith, Customer Service Rep./Customer Service Karen Wiseman, Custodial Worker/Parks & Recreation Matthew Jackson, Planner II/Planning Tim Charles, Utilities Technician/Public Utilities Chad Siple, Senior Marine Lifeguard/Marine & Aviation 10/13/08 10/13/08 09/15/08 10/13/08 09/29/08 10/11/08 1 0/27/08 1 0/27/08 1 0/27/08 10/13/08 10/13/08 09/15/08 10/13/08 09/29/08 10/11/08 1 0/27/08 1 0/27/08 10/27/08 Laurie Hovatter originally was hired on December 11, 2006; transferred to pension eligible position effective October 11, 2008. The motion was duly seconded and carried unanimously. 5 - Pendinq/New Business a. Set Hearing Date Regarding Status of Thomas Stubblefield's Disability Pension: Human Resources Director Joe Roseto said Thomas Stubblefield, a disabled firefighter, had reported his employment as a police officer in another jurisdiction. The Pension Plan mandates forfeiture of a disability pension if a person works in a similar profession. The Pension Plan's attorney opined that firefighter and police officer are similar professions. The City is beginning the process and will contact Mr. Stubblefield, obtain records, and seek another evaluation to determine if the conditions of his disability still exist. A PAC meeting will be scheduled to determine if Mr. Stubblefield remains disabled and if the disability meets the parameters of the ordinance. Member Schmalzbauer moved to schedule a hearing regarding the status of Thomas Stubblefield's Disability Pension on January 8, 2009. The motion was duly seconded and carried unanimously. 6 - Director's Report - None. 7 - Committee Members to be Heard Committee Members thanked retirees for their service, wished all a Happy Thanksgiving, and wished Member Gibson a Happy Birthday. 6}, 7J!>)~ Chair Pension Advisory Committee 8 - Adiourn The meeting adjourned at 9:10 a.m. Pension Advisory 2008-11-13 2