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02/13/2006 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER February 13, 2006 Present: Frank V. Hibbard Chair William C. Jonson Trustee Hoyt Hamilton Trustee Carlen A. Petersen Trustee John Doran Trustee Also Present: William B. Horne, II City Manager Garry Brumback Assistant City Manager Rod Irwin Assistant City Manager Pamela K. Akin City Attorney Cynthia Goudeau City Clerk Brenda Moses Board Reporter The Chair called the meeting to order at 1:19 p. m. at City Hall. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. Approval of Minutes – 01-17-06 Trustee Petersen moved to approve the minutes of the regular meeting of January 17, 2006, as submitted in written summation by the City Clerk to each Trustee. motioncarried The was duly seconded and unanimously. 1. Accept the employees listed below into membership in the City of Clearwater's Employees' Pension Plan. Human Resources Director Joe Roseto presented the recommendation of the Pension Advisory Committee that the following employees be accepted into membership: Josh Riley, Rafael Gray, Paul Cooper, Burton Spissak, Catherine Dumlao, Mary Carroll, John Garakop, Amber Meagher, Konrad Ciolko, Alex Deimling, Fernando Pangandoyon, Jahayra Camara, Olatunji Okuboye, Travis Mouzon, and Thomas Brooks. Trustee Doran moved to accept the recommendation of the Pension Advisory motioncarried Committee. The was duly seconded and unanimously. 2. William Sheppard, Fire Department, and Edward Hunley, Police Department, be granted regular pensions under section(s) 2.393 and 2.397 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. Mr. Roseto presented the recommendation of the Pension Advisory Committee that William Sheppard and Edward Hunley be granted regular pensions under Section(s) 2.393 and 2.397 of the Employees’ Pension Plan. Pension Trustees 2006-02-13 1 William Sheppard, Firefighter/Driver Operator, Fire Department, was employed by the City on August 28, 1978, and his pension service credit is effective on that date. His pension will be effective March 1, 2006. Based on an average salary of approximately $53,674 per year over the past five years, the formula for computing regular pensions, and Mr. Sheppard’s selection of the 75% Joint & Survivor Annuity, this pension will approximate $40,925 annually. Edward Hunley, Police Sergeant, Police Department, was employed by the City on January 21, 1985, and his pension service credit is effective on that date. His pension will be effective March 1, 2006. Based on an average salary of approximately $70,868 per year over the past five years, the formula for computing regular pensions, and Mr. Hunley’s selection of the 100% Joint & Survivor Annuity, this pension will approximate $38,550 annually. These pensions were approved by the Pension Advisory Committee on January 12, 2006. Section 2.393 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 defines service as a Firefighter Driver/Operator and Police Sergeant as meeting the hazardous duty criteria. Mr. Sheppard and Mr. Hunley qualify under the hazardous duty criteria. Trustee Hamilton moved to grant regular pensions for William Sheppard and Edward Hunley under Sections 2.393 and 2.397 of the Employees’ Pension Plan, as motion approved by the Pension Advisory Committee. The was duly seconded and carried unanimously. 3. Michael Furlong, Systems Analyst, Information Technology Department, be allowed to vest his pension under Section(s) 2.397 and 2.398 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. Michael Furlong, Systems Analyst, Information Technology Department, was employed by the City on October 3, 1994, and began participating in the Pension Plan on that date. Mr. Furlong terminated from City employment on January 13, 2006. The Employees’ Pension Plan provides that should an employee cease to be an employee of the City of Clearwater after completing ten or more years of creditable service (pension participation), such employee shall acquire a vested interest in the retirement benefits. Vested pension payments commence on the first of the month following the month in which the employee normally would have been eligible for retirement. Section 2.393 (p) 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. Furlong would have completed at least 20 years of service and reached age 55 on September 4, 2018. His pension will be effective October 1, 2018. This pension was approved by the Pension Advisory Committee on January 12, 2006. Pension Trustees 2006-02-13 2 . Trustee Jonson moved that Michael Furlong be allowed to vest his pension under Sections 2.397 and 2.398 of the Employees Pension Plan as approved by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. Other Business - None. Adjourn The meeting adjourned at 1 :20 p.m. 4~~ --eflair Pension Trustees . . Pension Trustees 2006-02-13 3