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01/09/2012 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER January 9, 2012 Present: Chair/Trustee Frank Hibbard, Trustee George N. Cretekos, Trustee John Doran, Trustee Paul Gibson, and Trustee Bill Jonson. Also Present: William B. Horne II - City Manager, Jill S. Silverboard - Assistant City Manager, Rod Irwin - Assistant City Manager, Pamela K. Akin - City Attorney, Rosemarie Call - City Clerk, and Nicole Sprague — Official Records and Legislative Services Coordinator. 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 10:49 a.m. at City Hall. 2. Approval of Minutes 2.1 Approve the minutes of the December 13, 2011 Pension Trustees meeting as submitted in written summation by the City Clerk. Trustee Bill Jonson moved to approve the minutes of the December 13, 2011 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 the new hires for acceptance into the Pension Plan as listed. Pension Name, Job. Class, & Dept./Div .. Hire Date Elie Date Sari Shedd, Library Assistant/Library 10/25/10 11/5/11 * Sean Bennett, Tradesworker/Solid Waste-Gen'l Services 11/21/11 11/21/11 Pension Trustees 2012-01-09 1 Kyle Cresi, Gas Technician UGas 11/21/11 11/21/11 Karl Haeussel, Gas Technician UGas 11/21/11 11/21/11 Jose Betancourt, Gas Technician UGas 11/21/11 11/21/11 Peter Ellmore, Custodial Worker/Marine & Aviation 10/25/08 11/21/11 ** Jeremy Harrison, Gas Technician UGas 11/21/11 11/21/11 William Maxwell, Senior Beach Lifeguard/Parks & Rec. 11/19/11 11/19/11 Jamie Greene, Gas Technician UGas 11/21/11 11/21/11 *originally hired 10/25/10 as permanent part-time; promoted to full-time and pension eligible as of 11/5/11 **originally hired 10/25/08 as permanent part-time; transferred to full-time and pension eligible as of 11/21/11 Trustee John Doran moved to approve the new hires for acceptance into the Pension Plan as listed. The motion was duly seconded and carried unanimously. 3.2 Approve the request of employee Manuel Pandelos, Gas Department, and Alan Ruud, Planning and Development Department, for a regular pension as provided by Sections 2.397 and 2.398 of the Employees Pension Plan. Manuel Pandelos, Gas Specialist, Gas Department, was employed by the City on February 17, 1981, and his pension service credit is effective on that date. His pension will be effective March 1, 2012. Based on an average salary of approximately $58,039 per year over the past five years, the formula for computing regular pensions, and Mr. Pandelos' selection of the 100% Joint & Survivor Annuity, this pension will approximate $47,959 annually. Alan Ruud, Code Enforcement Inspector, Planning & Development Department, was employed by the City on August 26, 1996, and his pension service credit is effective on September 23, 1996. His pension will be effective February 1, 2012. Based on an average salary of approximately $46,780 per year over the past five years, the formula for computing regular pensions, and Mr. Ruud's selection of the 100% Joint & Survivor Annuity, this pension will approximate $19,088 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. Mr. Pandelos qualifies under the 30 years of service criteria. Mr. Ruud qualifies under the age 65 and 10 years of service criteria. Trustee George N. Cretekos moved to approve the request of employee Manuel Pandelos, Gas Department, and Alan Ruud, Planning and Development Department, Pension Trustees 2012-01-09 2 for a regular pension as provided by Sections 2.397 and 2.398 of the Employees Pension Plan. The motion was duly seconded and carried unanimsously. 4. Other Business — None. 5. Adjourn The meeting was adjourned at 10:50 a.m. Chair Attest Employee's Pension Plan Trustees �J. ./. ' u... . '' ' ++ City Clerk /j*//1"./.%s r� o 10. : i CI 5 v Pension Trustees 2012-01-09 3