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08/10/2017 Pension Advisory Committee Meeting Minutes August 10, 2017 City of Clearwater City Hall 112 S. Osceola Avenue Clearwater, FL 33756 e I Meeting Minutes Thursday, August 10, 2017 9:00 AM Council Chambers - City Hall Pension Advisory Committee Page 1 City of Clearwater Pension Advisory Committee Meeting Minutes August 10, 2017 Roll Call Present 7 - Chair Nathan Hightower, Vice Chair Tom Jensen, Committee Member Diane Devol, Committee Member Greg Newland, Committee Member Bill Jonson, Committee Member Bob Cundiff, and Committee Member Hoyt Hamilton Also Present Joe Roseto — Human Resources Director, Patricia O. Sullivan - Board Reporter 1. Call To Order The Chair called the meeting to order at 9:00 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 2.1 Approve minutes of July 13, 2017 Pension Advisory Committee meeting as submitted in written summation. Member Newland moved to approve minutes of July 13, 2017 Pension Advisory Committee meeting as submitted in written summation. 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 Recommend approval of the new hires for acceptance into the Pension Plan as listed. Name, Job Classification, Department Pension Eligibility Date Jacinta Garcia Corcoba, Engineering Technician, Gas 07/10/2017 Ileana Diaz, Police Information Technician I, Police 07/10/2017 Jeffery Harmon, Library Technology Specialist, Library 07/10/2017 Michael Lavery, Parks Support and Planning Specialist, Parks and Recreation 07/10/2017 Eric Keels, Parks Service Technician I, Parks and Recreation 07/10/2017 Garett Lanzilotta, Parks Service Technician I, Parks and Recreation 07/10/2017 Tara Elswick, Senior Staff Assistant, Public Utilities 07/10/2017 Joshua Wolfe, WasteWater Treatment Plant Operator Trainee, Public Utilities 07/10/2017 Joshua Naylor, Survey Assistant I, Engineering 07/10/2017 Teresa Simpson, Electronics Technician, Public Utilities 07/10/2017 Isabel Mastrapa Rodriguez, Customer Svc. Rep., Planning & Development 07/24/2017 Michael Flory, Police Communications Operator Trainee, Police 07/24/2017 Richonja Blanchard, Police Communications Operator Trainee, Police 07/24/2017 Page 2 City of Clearwater Pension Advisory Committee Meeting Minutes August 10, 2017 Ernest Bell, Solid Waste Worker, Solid Waste 07/24/2017 Richard Camble, Solid Waste Worker, Solid Waste 07/24/2017 Member Jensen moved to recommend approval of the new hires for acceptance into the Pension Plan as listed. The motion was duly seconded and carried unanimously. 4.2 Recommend approval of the following request of employees Georgia Calder, Parks and Recreation Department, Robert Lillico, Solid Waste General Services, Rebecca Shelor, Police Department and Paul Tavernier, Public Utilities Department, for a regular pension as provided by Sections 2.416 and 2.424 of the Employees' Pension Plan. Georgia Calder, Parks Service Technician II, Parks and Recreation Department, was employed by the City on July 20, 1998, and her pension service credit is effective on that date. Her pension will be effective November 1, 2017. Based on an average salary of approximately $34,047.35 over the past five years, the formula for computing regular pensions and Ms. Calder's selection of the Life Annuity, this pension benefit will be approximately $18,026.40 annually. Robert Lillico, Solid Waste Supervisor I, Solid Waste General Services Department, was employed by the City on July 5, 1988, and his pension service credit is effective on that date. His pension will be effective September 1, 2017. Based on an average salary of approximately $56,163.96 over the past five years, the formula for computing regular pensions and Mr. Lillico's selection of the Life Annuity, this pension benefit will be approximately $45,030.96 annually. Rebecca Shelor, Police Communications Operator, Police Department, was employed by the City on May 20, 1987, and her pension service credit is effective on March 14, 1988. Her pension will be effective August 1, 2017. Based on an average salary of approximately $59,035.89 over the past five years, the formula for computing regular pensions and Ms. Shelor's selection of the 100% Joint and Survivor Annuity with a 30% Partial Lump Sum, this pension benefit will be approximately $26,772.60 annually. Paul Tavernier, Wastewater Treatment Plant Operator A, Public Utilities Department, was employed by the City on March 9, 1992, and his pension service credit is effective on that date. His pension will be effective August 1,2017. Based on an average salary of approximately $70,659.89 over the past five years, the formula for computing regular pensions and Mr. Tavernier's selection of the 100% Joint and Survivor Annuity, this pension benefit will be approximately $48,286.44 annually. Section 2.416 provides for normal retirement eligibility for non-hazardous duty employees hired prior to the effective date of this reinstatement (1/1/13), a member shall be eligible for retirement following the earlier of the date on which a participant has reached the age of fifty-five (55) years and completed twenty (20) years of credited service; the date on which a participant has reached age sixty-five (65) years and completed ten (10) years of credited service; or the date on which a member has completed thirty (30) years of service regardless of age. For non-hazardous duty employees hired on or Page 3 City of Clearwater Pension Advisory Committee Meeting Minutes August 10, 2017 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 (60) years and completed twenty -five (25) years of credited service; or the date on which a participant has reached the age of sixty -five (65) years and completed ten (10) years of credited service. Ms. Calder, Mr. Lillico, Ms. Shelor and Mr. Tavernier have met the non - hazardous duty criteria. Member Cundiff moved to recommend approval of the following request of employees Georgia Calder, Parks and Recreation Department, Robert Lillico, Solid Waste General Services, Rebecca Shelor, Police Department and Paul Tavernier, Public Utilities 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. 5. Old Business Item Human Resources Director Joe Roseto said it will take several months for attorneys to prepare for Joseph Connors' formal disability hearing. 6. Director's Report Official Records & Legislative Services Coordinator Nicole Sprague reviewed public records requirements. Committee members were discouraged from downloading or printing disability pension applicants' health records. 7. Board Members to be Heard: None 8. Adjourn The meeting adjourned at 9:20 a.m. Attest: Chair a • and Reporter // City of Clearwater Pension Advisory Committee Page 4