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10/15/20121. Call to Order 2. Approval of Minutes PENSION TRUSTEES AGENDA Location: Council Chambers - City Hall Date: 10/15/2012- 1:00 PM 2.1 Approve the minutes of the September 18, 2012 Pension Trustees meeting as submitted in written summation by the City Clerk. � Attachments 3. Pension Trustee Items 3.1 Approve the request of the new hires for acceptance into the pension plan as listed. � Attachments 3.2 Approve the request of employees Cecil Rhodes of the Library/Central Services Department and Frederick Broda of the Engineering/Parking System Department for a regular pension as provided by Sections 2.397 and 2.398 of the Employees' Pension Plan. � Attachments 3.3 Approve the request of employee Walter Miksza of the Gas Systems Department; Roberto Felici of the Police Department; Harry Maise] III of the Police Department; and Douglas Swartz of the Fire Department to vest their pension as provided by Section 2.397 of the Employees' Pension Plan. � Attachments 4. Other Business 5. Adjourn Pension Trustees Agenda Council Chambers — City Hall SUBJECT / RECOMMENDATION: Meeting Date:10/15/2012 Approve the minutes of the September 18, 2012 Pension Trustees meeting as submitted in written summation by the City Clerk. SUMMARY: Review Approval: Cover Memo Item # 1 Attachment number 1 \nPage 1 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER �� i��l�,`�� i ��,: �'�,� li ,�_ 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. Unapproved To provide continuity for research, items are in agenda order although not necessarily discussed in that order. 1. Call to Order — Chair Georqe 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 bv the Citv 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 . Ellen Walton, Library Assistant, Library Benjamin Carter, Park Ser Tech I, Parks and Rec Amy Anton, Legal Staff Assistant, Legal Dept Pension Trustees 2012-09-18 Hire Date 02/14/2012 07/02/2012 07/02/2012 Elig. Date 06/30/2012* 07/02/2012 07/02/2012 Item # 1 � Attachment number 1 \nPage 2 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 SurvivorAnnuity, 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 Item # 1 5. Adjourn The meeting was adjourned at 9:08 a.m. Attest City Clerk Chair Employees' Pension Plan Trustees Attachment number 1 \nPage 3 s� Pension Trustees 2012-09-18 3 Item # 1 Meeting Date:10/15/2012 Pension Trustees Agenda Council Chambers — City Hall SUBJECT / RECOMMENDATION: Approve the request of tbe new hires for acceptance into the pension plan as ]isted. SUMMARY: Name, Job. Class, and Dept./Div. Raymond Hill, Field Service Rep, Customer Service Steven Pierucci, Solid Waste Equip Oper, Solid Waste Ben Brubaker, Rec Leader, Parks and Recreation Jermaine Floyd, Solid Waste Equip Oper, Solid Waste Terrell Smith, Solid Waste Equip Oper, Solid Waste Ronald Gemsheim, Asst Chief Health Safety, Fire Dept Ronald Neuberger, Fire Inspector II, Fire Department Sandra McFarlin, Acct Clerk, General Services Dept Christopher Fischer, Survey Assistant, Engineering Depi Jacques Dixon, Parks Sts and Sidewlks, P and R Dept Sheryl Crutchfield, Rec Sup I, Parks and Rec Dept Dept 08/13/2012 08/13/2012 Alexander Swatzell, SW Worker, Solid Waste Dept Peter Szinger, SW Equip Operator, Solid Waste Dept Review Approval: Hire Date 07/30/20l 2 07/30/2012 07/30/2012 07/30/2012 07/30/2012 08/13/2012 08/13/2012 08/13/2012 08/13/2012 08/13/2012 08/13/2012 Pension Eli .� Date 07/30/2012 07/30/2012 07/30/2012 07/30/2012 07/30/2012 08/13/2012 08/13/2012 08/13/2012 08/13/2012 08/13/2012 08/13/2012 James Herberson, SW Equip Oper, Solid Waste 08/13/2012 08/13/2012 08/13/2012 08/13/2012 Cover Memo Item # 2 Pension Trustees Agenda Council Chambers — City Hall SUBJECT / RECOMMENDATION: Meeting Date:10/15/2012 Approve the request of employees Cecil Rhodes of the Library/Central Services Department and Frederick Broda of the Engineering/Parking System Department far a regular pension as provided by Sections 2397 and 2.398 of the Employees' Pension Plan. SUMMARY: Cecil Rhodes, Library Assistant, Library/Central Services Department, was employed by the City on August 5, 1982, and her pension service credit is effective on that date. Her pension will be effective September 1, 2012. Based on an average salary of approximately $33,354.75 per year over the past five years, the formula for computing regular pensions, and Ms. Rhodes' selection of the 100% Joint and Survivor Annuity, this pension will approximate $27,566.04 annually. Frederick Broda, Parking Technician, Engineering/Parking System Department, was employed by the City on October 7, 2002, and his pension service credit is effective on that date. His pension will be effective November 1, 2012. Based on an average salary of approximately $30,343.82 per year over the past five years, the formula for computing regular pension and Mr. Broda's selection of the 75% Joint and Survivor Annuity, this pension will approximate $8,356.08 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. Rhodes qualifies under the thirty years of service criteria and Mr. Broda qualifies under the age 65 and 10 years of service criteria. Review Approval: Cover Memo Item # 3 Attachmen num er G�TY OF GLF�4RV�I�tT�R EIPItPLOYEES' SEP�4RATr�IV PAY PREFEREAiCES PREFEREI�tCE #1 Employees can receive a lump sum payment for vacation, floating holiday pay, sick leave incentive, banus days (if applicable), and 1/2 of accrued sick leave at the time of separation from the City. There will be no deduction for pension from this lump sum payment nor will this. amount count as eamings in the calculation of the pension. The last day of work will be the termination date and pension benefits will begin the following month. PREFERENCE #2 Employee can extend terminatior� date by part or all of the time due for vacation, floating holiday pay, sick leave incentive, bonus days (if applicable), and 1/2 of accrued sick leave. Employee may choose to run out this time Fn any manner. Balance will be paid in a lump sum on employee's final paycheck. Termination date will be the final day of extended time. Pension benefits will begin the following month. __ . �� __�_ �,x;�_.. _ _ I, C�L �O<��.:5 an employee of the City of Cleanrvater, hereby apply for pension benefits under the City's Employees' Pension Plan. l hereby certify that I fully understand the preferences offered to me. I choose to retire using separation pay preference # � and wish my benefits to be calculated under this preference. Please use my leave in the following manner: �-9t+�- vacation sick Lump Sum �l 79�t�ZZ vacation �/�, sick floaters bonus hours $' floaters /�,?� � bonus hours 1 understand that my preference cannot be changed once this form is signed and that my decision is irrevocable. IT SSES: Revised 1l02 Form #9900-0008 EMPLOYEE'S SIGNATUF�E SOCIAL SECURITY #: - � '/ � _,/ ADDRESS: l � �� j �//�; � G-�� PHONE: � �%-�Sg -' �7�%� DATE_ , �� File Name: Employee Separation Pay Pref Item # 3 GITIf OF CLEA�RWATER PENSION ENTITLEMENT OPTtQN REQUEST FORM t, C�c�L �!-�o.r�� af Clearwater General Employees' Pension Plan. Job Classification: Department: �, Benefits Date: Date of Birth: Spouse's Name: /�t'i Spouse's Date of Birth: � Attachment number 1 n age do hereby apply for retirement under the City Divisior�: _ Date of Hire: Resignation Date: ��S The type of pension for which I am appiying is (check only one): %C Regular Pension based on years of service Job-connected Disability Pension Non-job-connected Disability Pension Sex: M S'erui� Sex:�M F The City of Clearwater Employees' Pension Plan provides muftiple� options to Plan Participants as to the manner of the pension benefit payment. Option 1 below represents the standard or normai form of retirement benefit. The other optional forms (#2 -#6) shall be computed to be the Actuarial Equivalent of the normal benefit. Option 1- Joint and Survivor Annuity The normal form of retirement benefit shall be an annuity �aid monthly for the life of the Participant, with a 100% survivor annuity paid monthly for a period of five years following the death of the Participant to the beneficiary, provided that following such five year period the survivor annuiiy shall be reduced to 50% of the original survivor annuity amount. [See section 2.397 (a) (3) (A)] The Participant's surviving spouse receives the designated amount for the rest of his/her life or until he/she remarries. If no surviving spouse, dependent children under the age of 18 shall be deemed to be the ber�eficiary and receive the designated amount until the age of 18. [Section 2.397 (a) (3) and Section 2.398 (b) (1;] Option 2 - Life Annuity The Participant receives his/her pension as long as he/she lives. Upon the death of the Participant, benefits cease. [Section 2.398 (b) (2) (a) (1)] Option 3- 10 Year Certain & Life Annuity -(must designate a t�eneficiary) The Participant receives his/her pension as long as he/she lives. If the Participant dies before 120 monthly payments have been made, the remaining payments up to the 120 payments are made to his/her beneficiary. If payments to the beneficiary commence and he/she dies before the total of 120 payments has been made, the remainder of the payments is paid to the beneficiary's estate. If the first beneficiary predeceases the participant, he/she may designate a new beneficiary. If no beneficiary is alive at the time of the participant's death, the participanYs esiate will be paid the balance of the 120 payments. [Section 2.398 (b) (2) (a) (2)] Option 4- 50% Joint 8� Survivor Annuity -(must designate a b�neficiary) The Participant receives his/her pension as long as he/she {ives. If the Participant dies first, the beneficiary receives 50% of the pension for the rest of his/her life. If the beneficiary dies first, the Participant continues to receive 100% of his/her pension and upon his/her death, benefits cease. [Section 2.398 (b) (2) (a) (3)] Option 5- 75% Joint & Survivor Annuity -(must designate a beneficiary) The Participant receives his/her pension as I�ng as he/she lives. If the Participant dies first, the beneficiary receives 75% of the pension for the rest of his/her life. If the beneficiary dies first, the Participant continues to receive 100% of his/her pension and upon his/her death, benefits cease. [Section 2.398 (b} (2) (a} (3)] Item # 3 Attachment number 1 n age Option 6-100% .loint 8� Survivor Anrruity -(rrtus� desigr�ate a beneficiary) The Paficipant receives his/her pension as long as he/she lives. I# the Participant dies first, the beneficiary receives 100% of the pension for the rest of his/her life. If the beneficiary dies first, the Participant continues to receive 100% of his/her pension anct upon his/her death, benefts cease_ [Section 2.398 (b) (2) (a) (3)] I have considered the normal form of benefit payment under such Plan (which is designated on this Form as Option 1) and the various altemative optional benefit payment methods (�ptions 2 through 6) under such Plan and have elected to receive my retirement benefits as indicated below. (Note: Option selection to be indicated both by Number and Description.) I understand that once my first pension check is received, my decision on this option is irrevocable. If taking Option 1 sign below: Option #: 1 Description: Joint and 8urvivor Annuitv Employee's Signature: � ��C ��1� Date: ,i � Dependent children under the age of 18 and residing in my household are: Child's Name Sex Date of Birth �r _..�,: r, +- ;,�;; � t„� �� s,�_:�� s,� e.�- Option #: 2 Employee's Signature: Description: Life Annuitv _ If taking Option 3, 4, 5, or 6 fill in beneficiary information and sign belov�r: Option #: Description: My designated beneficiary is: Name: Date of Birth: _ Sex M F Social Security Number: Address: Employee's Signature: Date_ Phone Number: Date: STATE OF FLORIDA The foregoing instrument was acknowled ed before me this COUNTY OF PINELLAS 2 / " %� /��i:Sf�-Z,�1/Z by �_ ec�C. o�.�-�' who is personally known to me orwho has provided �L Z�L /e��'�"/(��i��-��35 =�'J as ident fiy ca n and who �lid/did not take an oath. � /�u�� Notary Public ��y� �a,..� �� / % Ga-� D�2.ccl� My Commission expires� ��2 L{SN K. GOODRICH Rev_ 4/08 NOTARY PtIBLlC Form #9900-0009 ST1►TE OF FLORIDA � Comrr� EE220125 Expires iR9/2016 Name of Notary Printed File N2me: Pension Entitlement Option Form Item # 3 Cecil Rhodes LAST DATE PAID: BENEFITS DATE CREDITED SERVICE ac Estimated Pension Worksheet GROSS CALENDAR PENSION YEAR EARNINGS 8/24/2012 2007 $32,532.45 8/5/1982 2008 $32,880.95 30.0528 2009 $33,834.94 2010 $33,612.70 2011 $33,912.70 $166,773.74 (5 Year Total) . 5/ $33,354.75 (Yearly Avg) 12/ $2,779.56 (Monthly Avg) x 0.0275 (Benefit Rate) x 30.0528 (Yrs of Service) $2,297.17 (Est Mtly Pension) Prepared by: Lisa Goodrich Date: 8/14/12 Item # 3 Attachment number 1 \nPage 5 CITIf OF CLEAR1t1t/�TER EMPLOYEES' SEPARATtON PAY PREFERENCES PREFERENCE #1 Empioyees can receive a lump sum payment for vacation, floating holiday pay, sick leave incentive, bonus days (if applicable), and 1/2 of accrued sick leave at the time of separation from the City. There will be no deduction for pension from this lump sum payment nor will this amount count as eamings in the calculation of the pension. The last day of work will be the termination date and pension benefits will begin the following month. PREFERENCE #2 Employee can extend termination date by part or all of the time due for vacation, floating holiday pay, sick leave incentive, bonus days (if applicable), and 1/2 of accrued sick leave. Employee may choose to run out this time in any manner. Balance will be paid in a lump sum on employee's final paycheck. Termination date will be the final day of extended time. Pension benefits will begin the following month. � _ �.v�w ,.. _ I, �k'� �c� �l• �DD�} , an employee of the City of Clearwater, hereby apply for pension benefits under the City's Employees' Pension Plan. I hereby certify that I fully understand the preferences offered to me. I choose to retire using separation pay preference #�t and wish my benefits to be calculated under this preference. Please use my leave in the following manner: Run Out ��. vacation . , `�-- sick L�n � vacation y��°� ��-�` sick � Z h.e/y R��e, � floaters `�" — floaters bonus hours bonus hours I understand that my preference cannot be changed once this form is signed and that my decision is irrevocable. SES: Revised 1/02 Form #9900-0008 EMPLOYEE'S SIGNATURE: ��`� �' t � z/ SOCIAL SECURITY #: _ _ ,. , _ ADDRESS: � 3�' �� A-�'�v � 1� �-� �J �b�v�l 1 c' �, "� ��rZ� PHONE: `7 a �7— � (a — �'CZ ATE: � / ! � /� j � , � File Name: Employee Separation Pay Pref Item # 3 Attachment number 1 \nPage 6 CtTY OF CLEARWATER PENSION ENTITLEMENT OPTION REQUEST FORM I, /-R��cGl� %�• tS�DI� _ do hereby apply for retirement under the City of Clearwater General Employees' Pension Plan. Job Classification: ��i�.� �e�h n � c� q �v _ Department: EN �nee�:n - Divisian: _ Benefits Date: D D o � Date of Hire: /� Date of Birth: /95� Resignation Date: 0 Sex: Q F Spouse's Name: 1,.� K-[ �v��="l '�%`�d � Sex: M � Spouse's Date of Birth: /t-/ � %>S(o The type of pension for which I am applying is (check only one): _� Regular Pension based on years of service Job-connected Disabi�ity Pension Non-job-connected Disability Pension The City of Ciearwater Employees' Pension Plan provides mul#iple options to Plan Participants as to the manner of the pension benefit payment. Option 1 below represents the standard or normal form of retirement beneft. The other optional forms (#2 -#6) shall be computed to be the Actuarial Equivalent of the normal benefit. Option 1- Joint and Survivor Annuity The normal form of retirement benefit shall be an annuity paid monthly for the life of the Participant, with a 100% survivor annuity paid monthly for a period of five years foilowing the death of the Participant to the beneficiary, provided that foliowing such five year period the survivor annuity shall be reduced to 50% of the original survivor annuity amount. [See section 2.397 (a) (3) (A)] The Participant's surviving spouse receives the designated amount for the rest of his/her life or until he,�she remarries. If no surviving spouse, dependent children under the age of 18 shail be deemed to be the beneficiary and receive the designated amount until the age of 18. [Section 2.397 (a) (3) and Section 2.398 (b) (1)] Option 2 - Life Annuity The Participant receives his/her pension as long as he/she lives. Upon the death of the Participant, benefits cease. [Section 2.398 (b) (2) (a) (1)] Option 3-10 Year Certain & Life Annuity -(must designate a beneficiary) The Participant r.�ceives his/her pension as long as he/she lives. If the Participant dies before 120 monthly payments have been made, the remaining payments up to the 120 payments are made to his/her beneficiary. If payments to the beneficiary commence and he/she dies before the total of 120 payments has been made, the remainder of the payments is paid to the beneficiary'.s estate. If the first beneficiary predeceases the participant, he/she may designate a new beneficiary. !f no beneficiary is ative at the time of the participant's death, the participant's estate will be paid the balance of the 120 payments. [Section 2.398 (b) (2) (a) (2)J Option 4- 50% Joint & Survivor Annuity -(must designate a beneficiary} The Participant receives his/her pension as long as he/she lives. If the Participant dies first, the beneficiary receives 50% of the pension for the rest of his/her life. If the beneficiary dies first, the Participant continues to receive 100% of his/her pension and upon his/her death, benefits cease. [Section 2.398 (b) (2) (a) (3}] Option 5- 75% Joint & Survivor Annuity -(must designate a beneficiary) The Participant receives his/her pension as long as he/she lives. If the Participant dies first, the beneficiary receives 75% of the pension for the rest of his/her life. If the benefieiary dies first, the Participant continues to receive 100% of his/her pension and upon his/her death, benefits cease. [Section 2.398 (b) (2) (a) (3)] Item # 3 Attachment number 1 \nPage 7 �tion 6-100% Joint & Survivor Annuitv -(must designate a beneficiary) The Participant receives his/her pension as long as he/she lives. If the Participant dies first, the beneficiary receives 100% of the pension for the rest of his/her life. If the beneficiary dies first, the Participant continues to receive 100% of his/her pension and upon hislher death, benefits cease. [Section 2.398 (b} (2) (a) (3)] I have considered the normal form of benefit payment under such P{an (which is designated on this Form as Option 1) and the various alternative optional benefit payment methods (Options 2 through 6) under such Plan and have elected to receive my retirement benefits as indicated below. (Note: Option selection to be indicated both by Number and Description.) i understand that once my first pension check is received, my decision on this option is irrevocable. I# taking Option 1 sign below: Option #: 1 Description: Joint and Survivor Annuity Employee's Signature: Date: Dependent children under the age of 18 and residing in my household are: Child's Name Sex Date of Birth �f t�kin� pntiQ�, 3�ign below; Option #: 2 Employee's Signature: Description: Life Annuitv _ �t takin t�ption 3, 4, 5, or e tu� in penencia inrormauo ana s� n neiow: Option #: ,� Description: 7� o � r- v� I/avoi Date: My desi nated beneficiary i: Name: � `��A� Date of Birth: %/- ��/� _ Sex � ' Social Security Numbe .�_ _ " _ Phone Number: %Z 7- S'C� �I' `- �l Z 7 I'i Address: % .�/� �.v�/v ,�,� - `G 3 �� Employee's Signature: � �� - Date: � ' � �-� l `Z- STATE OF FLORIDA The foregoing instrument was ;acknowledged before me this COUNTY OF PINELLAS �� .� I� by _� �,�,�G�� j �-e.�,� who is personally known to me or who has provided as ide+�tification and who did/did not take an oath. iature� � v,�� My Commission expires: USA K. GOODRtCH Rev. 4/O8 NOTARY PUBUC Form #9900-0009 STATE OF FLORIDA � � Comm# EE220125 Expires 7I29/2016 Notary Public Name of Notary Printed File Name: Pension Entitlement Option Form Item # 3 Frederick Broda LAST DATE PAID: BENEFITS DATE CREDITED SERVICE Estimated Pension Worksheet 10/12/2012 10/7/2002 10.0139 Prepared by: Lisa Goodrich Date: 8/15/12 tac men n GROSS CALENDAR PENSION YEAR EARNINGS 2007 $28,843.18 2008 $30,171.04 2009 $30,958.34 2010 $30,399.84 2011 $31,346.69 $151,719.09 (5 Year Total) 5/ $30,343.82 (Yearly Avg) 12/ $2,528.65 (Monthly Avg) x 0.0275 (Benefit Rate) x 10.0139 (Yrs of Service) $696.34 (Est Mtiy Pension) Item # 3 Pension Trustees Agenda Council Chambers — City Hall Meeting Date:10/15/2012 SUBJECT / RECOMMENDATION: Approve the request of employee Walter Miksza of the Gas Systems Department; Roberto Felici of the Police Department; Harry Maisel III of the Police Department; and Douglas Swartz of the Fire Department to vest their pension as provided by Section 2.397 of the Employees' Pension Plan. SUMMARY: Walter Miksza, Gas Specialist, Gas Systems Department, was employed by the City on September 14, 1987, and began participating in the Pension Plan on that date. Mr. Miksza terminated from City employment on December 28, 2012. Roberto Felici, Police Sergeant, Police Department, was employed by the City on March 7, 1994, and began participating in the Pension Plan on that date. Mr. Felici terminated from City employment on August 16, 2012. Harry Maisel III, Police Communication Operator, Police Department, was employed by the City on March 31, 1986, and began participating in the Pension Plan on that date. Mr. Maisel terminated from City employment on August 7, 2012. Douglas Swartz, Fire Assistant Chief, Fire Department, was employed by the City on Septeinber 24, 2001, and began participating in the Pension Plan on that date. Mr. Swartz terminated from City employment on September, 7, 2012. The Employees' Pension Plan provides that should an employee cease to be an einployee of the City of Clearwater or change status from full—time to part—time after completing ten ounore years of creditable service (pension participation), such employee shall acquire a vested interest in the retirement benefits. Vested pension payments coinmence on the first of the month following the month in which the employee notmally would have been eligible for retirement. Section 2.397 provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of credited service, has completed 30 years of credited service, or has reached age 65 and completed ten years of credited service. Mr. Miksza would have completed at least 20 years of service and will reach age 55 on June 12, 2013. His pension will be effective July 1, 2013. Mr. Maisel III would have completed at least 20 years of service and will reach age 55 on March 28, 2016. His pension will be effective April 1, 2016. Section 2.397 also provides for normal retirement eligibility when a participant has completed twenty years of credited service in a type of employment described as "hazardous duty" and further specifically defines service as a Police Officer as meeting the hazardous duty criteria. Mr. Felici would have completed at least 20 years of service on March 7, 2014. His pension will be effective April 1, 2014. Mr. Swartz would have completed at least 20 years of service on September 24, 2021. His pension will be effective October 1, 2021. Review Approval: Cover Memo Item # 4 Attachment number 1 \nPage 1 APPLICATION FQR VESTED RIGHTS PENSIQN �" �-��' rn► S Z�. , , being a person Ieaving employment with the City of Clearwater, Florida, and having completed ten (10) or more years of credited service, such service having occurred during the period from (date of entry into Pension PlanY�y,.� I�t I$�1 to (date of resignation or change of status} 1��$��.o� �� =J her by makes application to receive the vested rights pension provided for by the City Code of Ordinances. As such former employee, { understand the pension requested will be computed pursuant to the provisions of the City Code of Ordinance in effect on the date of resignation. hereby further certify that my date of birth is '�� t-' �� - 1�-�g The date I will begin to receive my pension will be _�, U�� o� l� 13 Further, I additionally certify that I have made no application seeking to obtain a return of the contributions that I paid into the Pension Fund during the period of my employment set forth ab�ve, I have not been convicted of a felony during my period of employment, and I have not r eived any other type of ension from the City. , Signature Social Security Number �� Department/Division ��4 y ��% �-G;.� /� s � Job Classification � L'/ 7tg �v a�2 �-- �/�vc� rv 1'� Clir�s/ Street Address �� = 33�� City, Stat , Zip Code STATE OF FLORIDA The foregoing instrument was acknowledged before COUNTY OF PINELLAS me this �� `�` day of � t�� , 20 /�- by 1��9��t�a- /�'1:'�s�- M�CFIEILE KUTCH NOTARY PUBLIC STATE OF FlORIDA . Cornm# EE201501 Expires 5/23/2016 who is personally known to me or who has provided as identification and who did/did not take an oath. � �lr�� Notary Public My commission expires: Name of Notary Printed Item # 4 Rev. 4/09 Vested Pension Form Attachment number 1 \nPage 2 APPLICATION FOR VESTED RIGHTS PENSlON 'p L' ��st-� being a person leaving employment with the City of C arwater, Florida, and having completed ten (10) or more years of credited service, such service having occurred during the period from (date of entry into Pension Plan) 03 3t ��1�� to (date of resignation or change of status) o�o~� �oiZ hereby makes application to receive the vested rights pension provided for by the City Code of Ordinances. As such former employee, I understand the pension requested will be computed pursuant to the provisions of the City Code of Ordinance in effect on the date of resignation. I hereby further certify that my date of birth is The date I will begin to receive my pension will be D3 2� i�� p Y n r a-�, l Further, 1 additionally certify that I have made no application seeking to obtain a return of the contributions that I paid into the Pension Fund during the period of my employment set forth above, I have not been convicted of a felony during my period of employment, and I have not received an er type of pension from the City. Signature Social Security Number V" � l'�� C Fi / ��f�=�/r/lJ.v/ t/F'-T7 v'�, Depa ment/Division Street Address o P C-�Z.-9 i� �'` - - . Job Classification City, State, Zip Code STATE OF FLORIDA The foregoing instrument was acknowledged before COUNTY OF PINELLAS usa �c. �ooawc.� NOTARY PUBLIC STATE OF FLOWDA , , comrr,# �E220125 Expir�s "1Y2912d16 me this �`�`' day of , 20 l� by �, Sr� who is personally known to me or who has provided /�/n/'..r�,� �rv� �i��..e., as identification and who did/did not take an oath. l.,Gg� �-o o �l, My commission expires: Notary Public Name of Notary Printed .7��/��6 Rev. 4/09 I te rr�# 4 Vested Pension orm Attachment number 1 \nPage 3 APPLICATION FOR VESTED RIGHTS PENSION I��'aQ;r ��Q�� i c,i , being a person leaving employment with the City of Clearwater, Florida, and having completed ten (10) or more years of credited service, such service having accurred during the period from (date of e try into Pension Plan) _��1q4� to (date of resignation or change of status) �� her�by makes application to receive the vested rights pension provid d for by the City Code of Ordinances. As such former employee, I understand the pension requested will be computed pursuant to the provisions of the City Code of Ordinance in effect on the date of resignation. I hereby further certify that my date of birth is %02 o�J� The date I will begin to receive my pension will be ��l_ �� 0/� Further, I additionally certify that I have made no application seeking to obtain a return of the contributions that I paid into the Pension Fund during the period of my employment set forth above, I have not been convicted of a felony during my period of employment, and I have not received any other ty of sion from the City. Signature Social Security Number �--� � l 1 iV1 ` F SDj'!✓! � l Departme Division r b Classification Stre t Adti�ess City, State, Zip Code STATE OF FLORIDA The foregoing instrument was acknowledged before COUNTY OF PINELLAS me this r S� day of � , 20 �� by �i�%7vrfr) ��i� o MICHELIE KUTCN NOTARy pUgUC STATE OF FLORIDA . Con�n# EE201501 Expines 5J23/2016 who is personally known to me or wr-�e-k�a��+-�e�e� as identification and who did/did not take an oath. _ �� __ - - -sl� Notary Puhlic _ __ _ �a� af-l�ataqr_P-r-inted _ __ My commissNOn expires: Item # 4 Rev. 4/09 Vested Pension Form Attachment number 1 \nPage 4 APPLICATION FOR VESTED RIGHTS PENSION r�d �1 Q. Z, being a person leaving employment with the City of Ciea r, Florida, and having completed ten (10) or more years of credited service, suc service havin occurred during the period from (date of entry into Pension Plan) '��` 0 to (date of resignation or change of status) C1- �— c�� j o�, hereby makes application to receive the vested rights pension provided for by the City Code of Ordinances. As such former employee, I understand the pension requested will be computed pursuant to the provisions of the City Code of Ordinance in effect on the date of resignation. I hereby further certify that my date of birth is �`� q—�� The date I will begin to receive my pension will be ��"� Q/'�,�a � Further, I additionally certify that I have made no application seeking to obtain a return of the contributions that I paid into the Pension Fund during the period of my employment set forth above, I have not been convicted of a felony during my period of employment, and I have not received any other type of ension from the City. Signature � Social Security Number �f ��- Department/Division �'S l S �'� GN1 ��' Job Classification STATE OF FLORIDA COUNTY OF PINELLAS Street Address City, State, Zip Code The foregoing instrument was acknowledged before me this �day of �u,� �S�"" , 20 « by �C�'Z who is personally nown me or who has provided as identification and who did/did not take an oath. �, Notary Public �,�,C�n�� e of Notary Printed My commission expires: MicHE��E sH c�oN e�n�u�- _STATE OF FLORIDA � Comm# EE148949 t Expires 1I2512016 Item # 4 Rev. 4/09 Vested Pension Form