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02/17/2009TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER February 17, 2009 Present: George N. Cretekos Vice-Chair Carlen Petersen Trustee John Doran Trustee Absent: Also Present: Frank Hibbard Paul Gibson William B. Horne, II Jill S. Silverboard Rod Irwin Pamela K. Akin Cynthia E. Goudeau Rosemarie Call Chair Trustee City Manager Assistant City Manager Assistant City Manager City Attorney City Clerk Management Analyst The Chair called the meeting to order at 8:43 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 2.1 - Approve the minutes of the January 12, 2009 Pension Trustees meeting as submitted in written summation by the City Clerk. Trustee Petersen moved to approve the minutes of the Pension Trustees meeting of January 12, 2009, as recorded and submitted in written summation by the City Clerk to each Trustee. The motion was duly seconded and carried unanimously. 3 - Pension Trustee Items 3.1 Accept the employees listed below into membership in the City of Clearwater's Employees' Pension Plan Name, Job Class, & Dept./Div Elizabeth Renfroe, Police Comm. Operator Trainee/Police Matthew Taylor, Parks Service Tech. I/Parks & Recreation Nicholas Capogna, Police Cadet/Police Thomas Olson, Police Cadet/Police Michael Clarida, Parks Service Tech. I/Parks & Recreation William Cameron, Equipment Operator/Parks & Recreation Pension Eligible Hire Date Date 11/24/08 11/24/08 11/10/08 11/10/08 12/08/08 12/08/08 12/08/08 12/08/08 12/08/08 12/08/08 12/08/08 12/08/08 Pension Trustees 2009-02-17 Sherry Ryder, Accountant/Public Utilities 12/08/08 12/08/08 Duane Barto, Public Utilities Technician I/Public Utilities 12/08/08 12/08/08 Trustee Doran moved to accept the listed employees into membership in the City of Clearwater's Employees' Pension Plan. The motion was duly seconded and carried unanimously. 3.2 Sammie Rayner, Customer Service Department, be granted a regular pension under Section(s) 2.393 and 2.397 of the Employees' Pension Plan as approved by the Pension Advisory Committee. Sammie Rayner, Customer Service Accounting Representative, Customer Service Department, was employed by the City on August 18, 1986, and her pension service credit is effective on that date. Her pension will be effective January 1, 2009. Based on an average salary of approximately $36,552 per year over the past five years, the formula for computing regular pensions, and Ms. Rayner's selection of the Joint & Survivor Annuity, this pension will approximate $22,570 annually. This pension was approved by the Pension Advisory Committee on January 8, 2009. Section 2.393 provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of credited service, has completed thirty years of credited service, or has reached age 65 and completed ten years of credited service. Ms. Rayner qualifies under the age 55 and twenty years of service criteria Trustee Petersen moved that Sammie Rayner, Customer Service Department, be granted a regular pension under Section(s) 2.393 and 2.397 of the Employees' Pension Plan as approved by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. 3.3 Karma Killian, Environmental Coordinator, Engineering Department, be allowed to vest her pension under Section(s) 2.397 and 2.398 of the Employees' Pension Plan as approved by the Pension Advisory Committee. Karma Killian, Environmental Coordinator, Engineering Department, was employed by the City on March 2, 1998, and began participating in the Pension Plan on that date. Ms. Killian terminated from City employment on August 29, 2008. The Employees' Pension Plan provides that should an employee cease to be an employee of the City of Clearwater or change status from full-time to part-time after completing ten or more years of creditable service (pension participation), such employee shall acquire a vested interest in the retirement benefits. Vested pension payments commence on the first of the month following the month in which the employee normally would have been eligible for retirement. Section 2.393 (p) provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of credited service, has completed 30 years of credited service, or has reached age 65 and completed ten years of credited service. Ms. Killian would have completed at least 10 years of service and reached age 65 on September Pension Trustees 2009-02-17 Trustee Doran moved that Karma Killian, Environmental Coordinator, Engineering Department, be allowed to vest her pension under Section(s) 2.397 and 2.398 of the Employees' Pension Plan as approved by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. 4 - Other Business - None. 5 - Adjourn The meeting adjourned at 8:44 a.m. ~~1~~ ~ ~ Chair Employee's Pension Plan Trustees Attest: (~'\L- ~. JLf2oo~ Cit lerk Pension Trustees 2009-02-17 3