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09/18/2012 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER September 18, 2012 Present: Chair/Trustee George N. Cretekos, Trustee Paul Gibson, Trustee Doreen Hock-DiPolito, Trustee Bill Jonson, and Trustee Jay E. Polglaze. Also Present: William B. Horne II - City Manager, Jill S. Silverboard - 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 9:07 a.m. at City Hall. 2. Approval of Minutes 2.1 Approve the minutes of the August 13, 2012 Pension Trustees meeting as submitted in written summation by the City Clerk. Trustee Bill Jonson moved to approve the minutes of the August 13, 2012 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 request of the new hires for acceptance into the pension plan as listed. Name, Job. Class, & Dept./Div .. Hire Date Eliq. Date Ellen Walton, Library Assistant, Library 02/14/2012 06/30/2012* Benjamin Carter, Park Ser Tech I, Parks and Rec 07/02/2012 07/02/2012 Amy Anton, Legal Staff Assistant, Legal Dept 07/02/2012 07/02/2012 Pension Trustees 2012-09-18 1 Rachel Robledo, Librarian II, Library 07/02/2012 07/02/2012 Carl Allison, WWTP Operator, Public Utilities 07/14/2012 07/14/2012 Paul Mac, Electronic Technician, Public Utilities 07/16/2012 07/16/2012 Katherine Fernandez, Police Info Tech, Police Depart 07/16/2012 07/16/2012 Malik Salam, Public Utilities Technician, Public Utilities 07/16/2012 07/16/2012 *Originally hired as part-time on 02/14/2012; transferred to full-time and pension eligible as of 06/30/2012. Trustee Doreen Hock-DiPolito moved to d approve the request of 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 employees George Miller of the Solid Waste Department and Peter Rullo of the Public Utilities Department for a regular pension as Provided by Sections 2.397 and 2.398 of the Employees Pension Plan. George Miller, Solid Waste Equipment Operator, Solid Waste Department, was employed by the City on August 20, 1980, 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 $47,076.73 per year over the past five years, the formula for computing regular pensions, and Mr. Miller's selection of the 100% Joint and Survivor Annuity, this pension will approximate $40,185.84 annually. Peter Rullo, Industrial Pretreatment Technician, Public Utilities Department, was employed by the City on July 24, 1989, 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 $51,692.14 per year over the past five years, the formula for computing regular pension and Mr. Rullo's selection of the Joint and Survivor Annuity, this pension will approximate $32,813.73 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. Miller qualifies under the thirty years of service criteria and Mr. Rullo qualifies under the age 55 and 20 years of service criteria. Trustee Jay Polglaze moved to approve the request of employees George Miller of the Solid Waste Department and Peter Rullo of the Public Utilities 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. Pension Trustees 2012-09-18 2 5. Adjourn The meeting was adjourned at 9:08 a.m. -. Se-0( . \crt\14 1 Chair Attest +'�\OFTHEAAN't� Employees' Pension Plan Trustees GVV + o 14 ' , ! it ' i.► n City Clerk "l--lam' w r ' ‘ t'1:4.',e, ,, .;;Att...i Pension Trustees 2012-09-18 3