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08/17/2015 Pension Trustees Meeting Minutes August 17, 2015 City of Clearwater City Hall 112 S. Osceola Avenue Clearwater, FL 33756 e d s w r' �mu Meeting Minutes Monday, August 17, 2015 1 :00 PM Pension Trustees Page 1 City of Clearwater Pension Trustees Meeting Minutes August 17, 2015 Roll Call Present 4 - Chair George N. Cretekos, Trustee Doreen Hock-DiPolito, Trustee Bill Jonson, and Trustee Hoyt Hamilton Absent 1 - Trustee Jay E. Polglaze Also Present - William B. Horne II - City Manager, Jill S. Silverboard -Assistant City Manager, Rod Irwin -Assistant City Manager, Pamela K. Akin - City Attorney, Nicole Sprague - Official Records and Legislative Services Coordinator To provide continuity for research, items are listed in agenda order although not necessarily discussed in that order. 1. Call To Order The meeting was called to order at 1:31 p.m. at City Hall. 2. Approval of Minutes 2.1 Approve the minutes of the July 13, 2015 Pension Trustees meeting as submitted in written summation by the City Clerk. Trustee Jonson moved to approve the minutes of the July 13, 2015 Pension Trustees meeting as submitted in written summation by the City Clerk. The motion was duly seconded and carried unanimously. 3. Citizens to be Heard Regarding Items Not on the Agenda — None. 4. New Business Items 4.1 Approve the new hires for acceptance into the Pension Plan as listed. Pension Name, Job. Class, & Dept./Div. Elig. Date Lamonte Monroe, Customer Service Rep, Customer Service Dept 6/01/2015* John Linse, Police Communications Operator Trainee, Police Dept 6/01/2015 Symone Watts, Police Comm Operator Trainee, Police Dept 6/01/2015 Kelsey Paulton, Police Comm Operator Trainee, Police Dept 6/01/2015 Sarah Czekaj, Industrial Pretreatment Tech, Public Utilities Dept 6/01/2015 Cristian Rubiano, Traffic Engineering Assistant, Engineering Dept 6/15/2015 Page 2 City of Clearwater Pension Trustees Meeting Minutes August 17, 2015 Matthew Blansit, Parks Support Specialist, Parks and Rec Dept 6/15/2015** * Lamonte Monroe was employed in a part time position from 4/20/2015 to 5/31/2015. He transferred to a full time position effective 6/01/2015, and will be eligible for pension as of 6/01/2015. ** Matthew Blansit was employed in a temporary position from 8/11/2014 to 6/13/2015. He transferred to a full time position effective 6/15/2015, and will be eligible for pension as of 6/15/2015. Trustee Hock-DiPolito moved to approve the new hires for acceptance into the Pension Plan as listed. The motion was duly seconded and carried unanimously. 4.2 Approve the following request of employees Vicki Dettenwanger, Finance Department, and Stephen Sarnoff, Solid Waste General Services Department, for a regular pension as provided by Sections 2.416 and 2.424 of the Employees' Pension Plan. Vicki Dettenwanger, Risk Management Specialist, Finance Department, was employed by the City on July 24, 1995, and her pension service credit is effective on that date. Her pension will be effective October 1, 2015. Based on an average salary of approximately $42,027.16 over the past five years, the formula for computing regular pensions and Ms. Dettenwanger's selection of the Single Life Annuity, this pension benefit will be approximately $23,118.12 annually. Stephen Sarnoff, Solid Waste Accounts Coordinator, Solid Waste General Services Department, was employed by the City on October 14, 1989, and his pension service credit is effective on that date. His pension will be effective August 1, 2015. Based on an average salary of approximately $47,448.29 over the past five years, the formula for computing regular pensions and Mr. Sarnoff's selection of the 100% Joint and Survivor Annuity, this pension benefit will be approximately $32,283.36 annually. Section 2.416 provides for normal retirement eligibility for non-hazardous duty employees hired prior to the effective date of this reinstatement (January 1, 2013), a member shall be eligible for retirement following the earlier of the date on which a participant has reached the age of fifty-five years and completed twenty years of credited service; the date on which a participant has reached age sixty-five years and completed ten years of credited service; or the date on which a member has completed thirty years of service regardless of age. For non-hazardous duty employees hired on or after the effective date of this restatement, a member shall be eligible for retirement following the earlier of the date on which a participant has reached the age of sixty years and completed twenty-five years of credited service; or the date on which a participant has reached the age of sixty-five years and completed ten years of Page 3 City of Clearwater Pension Trustees Meeting Minutes August 17, 2015 credited service. Ms. Dettenwanger and Mr. Sarnoff have met the non-hazardous duty criteria. Section 2.416 provides for normal retirement eligibility for hazardous duty employees, a member shall be eligible for retirement following the earlier of the date on which the participant has completed twenty years of credited service regardless of age, or the date on which the participant has reached fifty-five years and completed ten years of credited service. Trustee Hamilton moved to approve the following request of employees Vicki Dettenwanger, Finance Department, and Stephen Sarnoff, Solid Waste General Services Department, for a regular pension as provided by Sections 2.416 and 2.424 of the Employees' Pension Plan. The motion was duly seconded and carried unanimously. 4.3 Appoint Wayne R. Huneke to the Pension Investment Committee with term to expire August 31, 2017. APPOINTMENT WORKSHEET BOARD: Pension Investment Committee TERM: 2 years APPOINTED BY: City Council (Pension Trustees) RESIDENCY REQUIREMENT: City of Clearwater CONTACT: Jay Ravins, Finance Dir. APPTS. NEEDED: 1 THE FOLLOWING PENSION INVESTMENT COMMITTEE MEMBER HAS A TERM, WHICH WILL BE EXPIRING AND NOW REQUIRES REPLACEMENT BY A NEW APPOINTEE: 1. Herbert W. McLachlan - 1180 Gulf Blvd., #102, 33767 - CPA Original Appointment: 12/6/07 Interest in reappointment: Does not wish to continue (term expires 8/31/15) THE NAME BELOW IS BEING SUBMITTED FOR CONSIDERATION TO FILL THE ABOVE VACANCY: 1. Wayne R. Huneke - 612 Snug Island, 33767 - Retired/Bachelor of Business Adm./CPA Trustee Jonson moved to appoint Wayne R. Huneke to the Pension Investment Committee with term to expire August 31, 2017. The motion was duly seconded and carried unanimously. Page 4 City of Clearwater Pension Trustees 5. Adjourn Attest Meeting Minutes August 17, 2015 The meeting adjourned at 1:33 p.m. City of Clearwater — u r,c. r) Crt kkof Chair Employees' Pension Plan Trustees Page 5