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12/08/2005 . . . PENSION ADVISORY COMMITTEE MEETING MINUTES CITY OF CLEARWATER December 8, 2005 Present: John Lee John Schmalzbauer Hoyt P. Hamilton Carlen Petersen John Doran Chair Committee Member Committee Member/Councilmember Committee Member/Councilmember Committee Member/Councilmember Absent: Nathan Hightower Tom Jensen Vice-Chair Committee Member Also Present: Leslie Dougall-Sides Stuart Kaufman Joe Roseto Patricia O. Sullivan Assistant City Attorney Attorney for the Pension Plan Human Resources Director Board Reporter The Chair called the meeting to order at 9:11 a.m. at City Hall. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. 2 - Approval of Minutes Member Petersen moved to approve the minutes of the regular meeting of November 10, 2005, as submitted in written summation to each board member. The motion was duly seconded and carried unanimously. 3 - Emplovees to be Heard - None. 4 - Action Items: a) Review and Action on Employee Requests for Regular Pensions: 1. Eric A. Fetrow, Fire 2. Edward A. Bossom, Fire 3. Freddie S. Dixon, Parks & Recreation 4. Terry J. Finch, Engineering 5. Paul T. Cheney, Engineering 6. Offie L. Cobb, Solid Waste Member Hamilton moved to approve the requests for regular pensions for Eric A. Fetrow, Edward A. Bossom, Freddie S. Dixon, Terry J. Finch, Paul T. Cheney, and Offie L. Cobb. The motion was duly seconded and carried unanimously. b) Review and Action on Employee Requests to Vest Pensions: 1. Carolyn Brink, City Manager Pension Advisory 2005-12-08 1 . Carolyn Brink, City Manager Department, has resigned her position after being employed by the City for more than 11 years. She will qualify to receive her reduced pension beginning November 1, 2006. Member Petersen moved to approve the request by Carolyn Brink to vest her pension. The motion was duly seconded and carried unanimously. c) Approval of New Hires as Plan Members: As of November 23, 2005, the City had 1823.01 out of 1899.2 budgeted positions. Leona Kibbe originally was hired as part-time on January 14, 2002; promoted and pension eligible as of October 29, 2005. Member Doran moved to accept the following employees into membership in the Pension Plan: Name. Job. Class. & Deot./Div. . Mark Parisi, Police Comm. Oper Tne Police James Perz, Police Cadet Police Christopher Trauner, Field Svc. Rep Customer Service Terri Rowland, Staff Assistant Parks & Recreation Michael Minutolo, Tradesworker General Services Randall Bingham, Firefighter Fire Banks Colton, Firefighter Fire Philip Gordon, Firefighter Fire Christopher Hannigan, Firefighter Fire Robert Hansen, Firefighter Fire Bradley Keating, Firefighter Fire Thomas Knobl, Firefighter Fire Steven Lannon, Firefighter Fire Shawn Lawrentz, Firefighter Fire Christopher Van Opdorp, Firefighter Fire Mauricio Perdigon, Firefighter Fire Timothy Smith, Firefighter Fire Vincent Supernor, Firefighter Fire Jason Thibault, Firefighter Fire Robert Gundrum, Container Maint. Wkr Solid Waste Leona Kibbe, Library Assistant Library Mary Wood, Dev. Review Tech. I Dev & Neigh. SVC5. Tracey Reed, Librarian I Library Chrystal Lee-Lun, Rec. Programmer Parks & Recreation Sheryl Avery, Parks Service Technician I Parks & Recreation Mark Tokar, Parks Service Technician I Parks & Recreation Anita Vincent, Senior Payroll Technician Finance Amanda Bearkland, Parks Service Tech I Parks & Recreation Jessica Fahey, Accounting Clerk Finance Kyle Wilson, Survey Assistant I Engineering . Pension Advisory 2005-12-08 Hire Date 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 01/14/02 10/31/05 11/14/05 11/14/05 11/14/05 11/14/05 11/14/05 11/14/05 11/14/05 10/17/05 Pension Eligible Date 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/31/05 10/29/05 10/31/05 11/14/05 11/14/05 11/14/05 11/14/05 11/14/05 11/14/05 11/14/05 10/17/05 2 . . . The motion was duly seconded and carried unanimously. 5 - Pendina/New Business a) Virginia/David Ford Disability Hearing Frank Brown, representative, expressed concern that only five PAC (Pension Advisory Committee) members were present. PAC Attorney Stuart Kaufman reviewed PAC rules, which require four affirmative votes to approve a disability request. Member Hightower recused himself from hearing this item and was absent. Mr. Brown expressed concern that obtaining four out of five votes was a high hurdle. Mr. Kaufman said the City has no objection to moving forward with the case today. In the interest of his client, Mr. Brown preferred that six members be in attendance for a hearing. Discussion ensued. Human Resources Director Joe Roseto said it was unrealistic to schedule a special meeting prior to January 12, 2006. It was noted the PAC did not have time to review materials received this morning. Mr. Brown said those materials replace an incorrectly copied deposition manuscript previously submitted. Mr. Kaufman expressed concern that no one can guarantee that six voting members will be in attendance in January. In response to a question, Mr. Brown agreed to go forward with the case at the next meeting, even if only five voting members are present. Member Schmalzbauer moved to continue Item 5a - the Virginia/David Ford Disability Hearing to January 12, 2006, as long as at least five voting members are in attendance. The motion was duly seconded and carried unanimously. b) Richard Zinge, Set Hearing for Job-connected Disability Hearing Member Petersen moved to schedule the Job-connected Disability Hearing for Richard Zinge for January 12, 2006. 6 - Director's Report - None. 7 - Committee Members to be Heard Committee members wished all "Happy Holidays." 8 - Adjournment The meeting adjourned at 9:22 a.m. ~~~ Pension Advisory Committee Board Reporter Pension Advisory 2005-12-08 3