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03/12/2009 PENSION ADVISORY COMMITTEE MEETING MINUTES CITY OF CLEARWATER March 12, 2009 Present: Nathan Hightower Chair Tom Jensen Vice-Chair Carlen Petersen Councilmember John Doran Committee Member/Councilmember Paul Gibson Committee Member/Councilmember Absent: John Schmalzbauer Committee Member Brian De Witt Committee Member Also Present: Joe Roseto Human Resources Director Patricia O. Sullivan Board Reporter 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. 2 - Approval of Minutes Member Doran moved to approve the minutes of the regular Pension Advisory Committee meeting of February 12, 2009, 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 Request for Regular Pension: 1. Gary Costa, Fire Human Resources Director Joe Roseto reported that Gary Costa had withdrawn his pension application. b. Approval of New Hires as Plan Members: Pension Advisory 2009-03-12 1 Member Jensen moved to accept the following employees into membership in the Pension Plan: Name, Job Class, & Dept./Div Wayne Jones, Public Utilities Technician I/Public Utilities Kendrix Anderson, Public Services Technician I/Public Services Kevin Boyle, Police Cadet/Police Jason Palmer, Water Plant Operator C/Public Utilities Jermaine Bennett, Public Utilities Technician I/Public Utilities Miguel Lopez, Public Services Technician 1/ Public Services Renee Ray, Planner I/Planning Terrence Priester, Public Services Technician I/Public Services The motion was duly seconded and carried unanimously. 5 - Pendinq/New Business a. Hearing re status of Thomas Stubblefield's Disability Pension Pension Eligible Hire Date Date 02/02/09 02/02/09 02/02/09 01/20/09 02/02/09 02/02/09 01/20/09 02/02/09 02/02/09 02/02/09 02/02/09 01/20/09 02/02/09 02/02/09 01/20/09 02/02/09 Mr. Roseto said the City is awaiting results from Thomas Stubblefield's IME (Independent Medical Exam) and requested the hearing regarding his disability pension be scheduled for April. Mr. Stubblefield previously worked 14 years as a City firefighter and would qualify to vest his pension should the PAC (Pension Advisory Committee) determine he no longer is entitled to a disability pension. Member Doran moved to schedule the hearing regarding Thomas Stubblefield's disability pension on April 9, 2009. The motion was duly seconded It was noted that the PAC had determined that no extensions would be granted. Upon the vote being taken, the motion carried unanimously. 6 - Director's Report Mr. Roseto reported at the May 18, 2009, Pension Trustees meeting, the Pension Plan's actuary will present data regarding the defined benefit plan and a defined contribution plan. The Pension Plan attorney will be present. PAC members were encouraged to attend. 7 - Committee Members to be Heard - None. 8 - Adiourn ~G'P~~ An.AJlr'Chair Pension Advisory Committee Pension Advisory 2009-03-12 2