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07/16/2012 TRUSTEES OF THE EMPLOYEES’ PENSION FUND MEETING MINUTES CITY OF CLEARWATER July 16, 2012 Present: Chair/Trustee George N. Cretekos, Trustee Doreen Hock-DiPolito, Trustee Paul Gibson, Trustee Bill Jonson, and Trustee Jay Polglaze. 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 George N. Cretekos The meeting was called to order at 1:13 p.m. at City Hall. 2. Approval of Minutes 2.1 Approve the minutes of the June 18, 2012 Pension Trustees meeting as submitted in written summation by the City Clerk. TrusteeBill Jonson moved to approve the minutes of the June 18, 2012 Pension Trustees meeting as submitted in written summation by the City Clerk. The motion was duly seconded and carried unanimously. 3. Pension Trustees Items 3.1 Approve the request of new hires for acceptance into the Pension Plan as listed. Pension Name, Job. Class, & Dept./Div . Hire Date Elig. Date Holly Quick, Police Info Technician/Police Dept. 05/07/12 05/07/12 Sotirios Kambourolias, Engineering Tech/Gas Dept 05/07/12 05/07/12 Colleen Hanko, Police Communication Operator/Police 05/07/12 05/07/12 Pension Trustees 2012-07-16 1 Frances Leong, Economic Dev Specialist/Economic Dev 05/07/12 05/07/12 Scott Burrows, Police Communication Operator/Police 05/07/12 05/07/12 Renata Thomas, Police Communication Operator/Police 05/07/12 05/07/12 Michael Bostaph, Heavy Equipment Op./Public Utilities 05/07/12 05/07/12 Christopher Williams, Police Comm Operator/Police 05/07/12 05/07/12 Maria Rosero, Custodian, Parks and Recreation Dept 03/12/12 05/07/12 * Sean Maxfield, Custodian, Parks and Recreation Dept 05/19/12 05/19/12 Barbara Johnson, Dev Review Tech I, Planning and Dev 05/21/12 05/21/12 *Employee was originally hired as a part time employee on 3/12/12. Changed to full time employee and pension eligible on 05/07/12. Trustee Doreen Hock-DiPolito moved to approve the request of 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 Eileen Karner of the Police Department; Raymond Talbot of the Public Utilities Department; Kevin Tucker of the Planning and Development Department; Vickie Davenport of the Human Resources Department; Forrest Draxten of the Parks and Recreation Department; Edward Burke of the Parks and Recreation Department; and George Puopolo of the Solid Waste/General Services Department, for a regular pension as provided by Sections 2.397 and 2.398 of the Employees’ Pension Plan. Eileen Karner, Police Information Technician II, Police Department, was employed by the City on April 9, 2001, and her pension service credit is effective on that date. Her pension will be effective August 1, 2012. Based on an average salary of approximately $29,598.59 per year over the past five years, the formula for computing regular pensions, and Ms. Karner’s selection of the 100% Joint and Survivor Annuity, this pension will approximate $8954.00 annually. Raymond Talbot, Water Distribution Operator, Public Utilities Department, was employed by the City on October 14, 1985, and his pension service credit is effective on that date. His pension will be effective October 1, 2012. Based on an average salary of approximately $44,742.01 per year over the past five years, the formula for computing regular pensions, and Mr. Talbot’s selection of the Joint and Survivor Annuity, this pension will approximate $33,101 annually. Kevin, Tucker, Building Construction Inspector, Planning and Development Department, was employed by the City on April 18, 1983, and his pension service credit is effective on that date. His pension will be effective September 1, 2012. Based on an average salary of approximately $54,371.18 per year over the Pension Trustees 2012-07-16 2 past five years, the formula for computing regular pensions, and Mr. Tucker’s selection of the Joint and Survivor Annuity, this pension will approximate $43,913 annually. Vickie Davenport , Human Resources Technician, Human Resources Department, as employed by the City on May 15, 1989, and her pension service credit is effective on June 17, 1991. Her pension will be effective June 1, 2012. Based on an average salary of approximately $45,878.20 per year over the past five years, he formula for computing regular pensions, and Ms. Davenport’s selection of the Joint and Survivor Annuity, this pension will approximate $26,439 annually. Forrest Draxten, Equipment Operator, Parks and Recreation Department, was employed by the City on August 10, 1992, and his pension service credit is effective on that date. His pension will be effective September 1, 2012. Based on an average salary of approximately $37,706.82 per year over the past five years, the formula for computing regular pensions, and Mr. Draxten’s selection of the 50% Joint and Survivor Annuity, this pension will approximate $19,948 annually. Edward Burke, Parks Service Supervisor I, Parks and Recreation Department, was employed by the City on April 28, 1996, and his pension service credit is effective on that date. His pension will be effective July 1, 2012. Based on an average salary of approximately $50,548.22 per year over the past five years, the formula for computing regular pensions, and Mr. Burke’s selection of the 100% Joint and Survivor Annuity, this pension will approximate $35,586 annually. George Puopolo, Solid Waste Supervisor II, Solid Waste/General Services Department, was employed by the City on July 12, 1982, and his pension service credit is effective on that date. His pension will be effective August 1, 2012. Based on an average salary of approximately $60,723.24 per year over the past five years, the formula for computing regular pensions, and Mr. Puopolo’s selection of the 100% Joint and Survivor Annuity, this pension will approximate $48,745 annually. Section 2.397 provides for normal retirement eligibility when a participant has completed thirty years of credited service, has reached age 55 and completed twenty years of credited service, or has reached age 65 and completed ten years of credited service. Ms. Karner qualifies under the age 65 and 10 years of service criteria. Mr. Talbot, Mr. Tucker, Ms. Davenport, Mr. Draxten and Mr. Burke qualify under the age 55 and twenty years of service criteria. Mr. Puopolo qualifies under the thirty years of service criteria. Trustee Jay Polglaze moved to approve the request of employee Eileen Karner of the Police Department; Raymond Talbot of the Public Utilities Department; Kevin Tucker of the Planning and Development Department; Vickie Davenport Pension Trustees 2012-07-16 3 Kevin Tucker of the Planning and Development Department; Vickie Davenport of the Human Resources Department; Forrest Draxten of the Parks and Recreation Department; Edward Burke of the Parks and Recreation Department; and George Puopolo of the Solid Waste/General Services Department, for a regular pension as provided by Sections 2.397 and 2.398 of the Employees' Pension Plan. The motion was duly seconded and carried unanimously. 4. Other Business — None. 5. Adiourn The meeting was adjourned at 1:14 p.m. ct?.Ortcf‘ eeos Chair Attest Employees' Pension Plan Trustees L Qd.U1(,iA lL a1= , OF THE ,%, City Clerk '�y ',��.�C`�'$ J Pension Trustees 2012-07-16 4