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12/13/2010 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER December 13, 2010 Present: Chair/Trustee Frank Hibbard, Trustee George N. Cretekos, Trustee John Doran, Trustee Paul Gibson, and Trustee Bill Jonson. Also William B. Horne II - City Manager, Jill S. Silverboard - Assistant City present: Manager, Rod Irwin - Assistant City Manager, Pamela K. Akin - City Attorney, Rosemarie Call - City Clerk, and Karen Vaughan - Administrative Analyst. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. 1. Call to Order - Chair Frank Hibbard The meeting was called to order at 8:47 a.m. at City Hall. 2. Approval of Minutes 2.1 Approve the minutes of the November 1, 2010 Pension Trustees meeting as submitted in written summation by the City Clerk. Trustee John Doran moved to approve the minutes of the November 1, 2010 Pension Trustees meeting as submitted in written summation by the City Clerk. The motion was duly seconded and carried unanimously. 3. Pension Trustee Items 3.1 Approve new hires for acceptance into Pension Plan as listed and recommended by the Pension Advisory Committee. Hire Pension Elig. PensionName, Job. Class, & Dept./Div. Date Date Deborah Del Sole, Field Service Rep. I/Customer 10/4/10 10/4/10 Service Kevin Nurnberger, Planner II/Planning and 10/18/10 10/18/10 Development Manuel Diaz, Police Aide/Police 12/22/07 10/11/10* Sean Kelly, Systems Programmer/Information Tech. 10/11/10 10/11/10 Pension Trustee 2010-12-13 1 Cheri Drigan, Customer Service Representative/Gas 10/11/10 10/11/10 Ekaterini Gerakios, Economic Dev. Coordinator/Econ. 10/4/10 10/4/10 Dev. William Olive, Police Communications 9/27/10 9/27/10 Operator/Police * Originally hired as part-time on 12/22/07; transferred to full-time and pension eligible as of 10/11/10 Trustee George N. Cretekos moved to approve new hires for acceptance into Pension Plan as listed and recommended by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. 3.2 Approve the requests of employees Deborah Richter of Police, Mark Goheen of Parks and Recreation, Joseph Young of Police, and Ronald Sudler of Police for regular pensions as provided by Sections 2.397 and 2.398 of the Employees Pension Plan as recommended by the Pension Advisory Committee. Deborah Richter, Administrative Support Manager, Police Department, was employed by the City on July 27, 1981, and her pension service credit is effective on that date. Her pension will be effective August 1, 2011. Based on an average salary of approximately $60,963 per year over the past five years, the formula for computing regular pensions, and Ms. Richter’s selection of the 100% Joint and Survivor Annuity, this pension will approximate $49,995 annually. Mark Goheen, Administrative Analyst, Parks and Recreation Department, was employed by the City on September 6, 1979, and his pension service credit is effective on February 8, 1981. His pension will be effective March 1, 2011. Based on an average salary of approximately $54,260 per year over the past five years, the formula for computing regular pensions and Mr. Goheen’s selection of the Joint and Survivor Annuity, this pension will approximate $44,835 annually. Joseph Young, Police Lieutenant, Police Department, was employed by the City on May 20, 1988, and his pension service credit is effective on that date. His pension will be effective November 1, 2010. Based on an average salary of approximately $107,153 per year over the past five years, the formula for computing regular pensions and Mr. Young’s selection of the Life Annuity, this pension will approximate $72,577 annually. Ronald Sudler, Police Lieutenant, Police Department, was employed by the City Pension Trustee 2010-12-13 2 the 100% Joint and Survivor Annuity, this pension will approximate $74,019 annually. Section 2.397 provides for normal retirement eligibility when a participant has completed thirty years of credited service, has reached age 55 and completed twenty years of credited service, or has reached age 65 and completed ten years of credited service. Section 2.397 also provides for normal retirement eligibility when a participant has completed twenty years of credited service or has reached age 55 and completed ten years of credited service in a type of employment described as hazardous duty and further defines service as a Police Lieutenant as meeting the hazardous duty criteria. Ms. Richter and Mr. Goheen qualify under the 30 years of service criteria. Mr. Young and Mr. Sudler qualify under the hazardous duty criteria. Trustee Paul Gibson moved to approve the requests of employees Deborah Richter of Police, Mark Goheen of Parks and Recreation, Joseph Young of Police, and Ronald Sudler of Police for regular pensions as provided by Sections 2.397 and 2.398 of the Employees Pension Plan as recommended by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. 4. Other Business - None. 5. Adjourn The meeting was adjourned at 8:48 a.m. Chair Employee's Pension Plan Trustees Attest SoFtyF City Clerk Pension Trustee 2010-12-13 3