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04/11/2013 PENSION ADVISORY COMMITTEE MEETING MINUTES CITY OF CLEARWATER April 11, 2013 Present: Vice-Chair Tom Jensen, Committee Member/Councilmember Paul Gibson, Committee Member Brian De Witt, Committee Member/Councilmember Bill Jonson, and Committee Member Daniel Slaughter Absent: Chair Nathan Hightower and Committee Member/Councilmember Doreen Hock-DiPolito Also present: Allen Del Prete – Human Resources Manager, Patricia O. Sullivan - Board Reporter 1. Call to Order The Vice-Chair called the meeting to order at 9:00 a.m. 2. Approval of Minutes 2.1 Approve minutes of March 14, 2013, Pension Advisory Committee meeting as submitted in written summation. Member Gibson moved to approve Item 2.1. The motion was duly seconded and carried unanimously. 3. Employees to be Heard: None 4. Review and Action on Employee Requests for Regular Pension 4.1 Recommend approval of the following request of employees Martyn H. Baker, General Services/ Fleet Maintenance Department; Leland Bryant, Public Utilities Department; Mark Tranter, Gas Systems Department; and Jeffrey Voss, Planning and Development Department for a regular pension as provided by Sections 2.416 and 2.424 of the Employees Pension Plan. Martyn H. Baker, Mechanic Fabricator, General Services/Fleet Maintenance Department, was employed by the City on May 17, 1993 and his pension service credit is effective on that date. His pension will be effective June 1, 2013. Based on an average salary of approximately $61,775.34 per year over the past five years, the formula for computing regular pensions and Mr. Baker’s selection of the Life Annuity, this pension will approximate $34,042.56 annually. Leland Bryant, Water Distribution Supervisor I, Public Utilities Department, was Pension Advisory 4/11/2013 1 employed by the City on November 24, 1986 and his pension service credit is effective on that date. His pension will be effective June 1, 2013. Based on an average salary of approximately $57,963.39 per year over the past five years, the formula for computing regular pensions and Mr. Bryant’s selection of the 50% Joint and Survivor Annuity, this pension will approximate $38,232.72 annually. Mark Tranter, Gas Supervisor, Gas Systems Department, was employed by the City on May 9, 1983 and his pension service credit is effective on that date. His pension will be effective June 1, 2013. Based on an average salary of approximately $66,107.24 per year over the past five years, the formula for computing regular pensions and Mr. Tranter’s selection of the 50% Joint and Survivor Annuity, this pension will approximate $51,671.76 annually. Jeffrey Voss, Building Construction Inspector, Planning and Development Department, was employed by the City on May 31, 1988 and his pension service credit is effective on that date. His pension will be effective June 1, 2013. Based on an average salary of approximately $59,175.24 per year over the past five years, the formula for computing regular pensions and Mr. Voss’ selection of the Life Annuity, this pension will approximate $36,614.64 annually. Section 2.416 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 “non-hazardous duty.” Messrs. Baker, Bryant, Tranter and Voss qualify under the non-hazardous duty criteria. Member De Witt moved to approve Item 4.1. The motion was duly seconded and carried unanimously. 5. Approval of New Hires as Plan Members: 5.1 Recommend approval of the new hires for acceptance into the pension plan as listed. Pension Name, Job. Class, & Dept./Div Hire Date Elig. Date Wayne Nelson, Public Utilities Asst Tech, Public Utilities 03/11/2013 03/11/2013 Matthew Woloschek, Sr. Systems Programmer, IT Dept 03/11/2013 03/11/2013 Daniel O’Malley, Building Inspector Tech, Planning Dept 03/25/2013 03/25/2013 Peter Tanner, Sr. Systems Programmer, IT Dept 03/25/2013 03/25/2013 Clyde Walls, Solid Waste Equip Oper, Solid Waste Dept 03/25/2013 03/25/2013 Brian Stees, Solid Waste Equip Oper, Solid Waste Dept 03/25/2013 03/25/2013 Ariel Banacki, CS Account Rep, Customer Service Dept 03/25/2013 03/25/2013 Pension Advisory 4/11/2013 2 Member Gibson moved to approve Item 5.1. The motion was duly seconded and carried unanimously. 6. Director's Reports Human Resources Manager Allen Del Prete said an updated policy manual for the committee will be presented at the next meeting for review and adoption. 7. Committee Members to be Heard In response to questions, Finance Director Jay Ravins addressed the Actuary Report, discussing actuarial losses related to the fund's performance in 2008 and assumptions that resulted in a reduction to this year's required plan contribution by the City. He will forward copies of the report to committee members. 8. Adjourn The meeting adjourned at 9:08 a.m. / Chair Attest Pension Advisory .mmittee .t , 7C " :oard Report: Pension Advisory 4/11/2013 3