10/18/2021Monday, October 18, 2021
9:00 AM
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Main Library - Council Chambers
Pension Trustees
Meeting Agenda
October 18, 2021Pension Trustees Meeting Agenda
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1. Call To Order
2. Approval of Minutes
2.1 Approve the August 16, 2021 Pension Trustees Meeting Minutes as submitted
in written summation by the City Clerk.
3. Citizens to be Heard Regarding Items Not on the Agenda
4. New Business Items
4.1 Approve the new hires for acceptance into the Pension Plan as listed.
4.2 Approve the following request of employees Steven Cook, Parks and
Recreation Department, Scott Durivou, Police Department, William Hodgson,
Police Department, Rosanne Lacey, Library Department, William Muniz, Fire
Department, Michael Olesh, Public Utilities Department, Janice Overby, Public
Utilities Department, Charles Scrivens, Parks and Recreation Department,
Scott Smith, Customer Service Department, Karen Smoak, Customer Service
Department, David Taggart, Engineering Department, Clement Vericker,
Finance Department, James Wagner, Planning and Development Department,
and Aundra William, Solid Waste and Recycling Department for a regular
pension as provided by Sections 2.416 and 2.424 of the Employees’ Pension
Plan.
Page 2 City of Clearwater Printed on 10/8/2021
October 18, 2021Pension Trustees Meeting Agenda
4.3 Approve the following request of employees Laura Davis, Engineering
Department, Adam Kraft, Police Department and Jeremy Williams, Information
Technology to vest their pensions as provided by Section 2.419 of the
Employees’ Pension Plan.
5. Director's Report
6. Board Members to be Heard
7. Adjourn
Page 3 City of Clearwater Printed on 10/8/2021
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#20-8603
Agenda Date: 10/18/2021 Status: Agenda ReadyVersion: 1
File Type: MinutesIn Control: Pension Trustees
Agenda Number: 2.1
SUBJECT/RECOMMENDATION:
Approve the August 16, 2021 Pension Trustees Meeting Minutes as submitted in written
summation by the City Clerk.
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 10/8/2021
Pension Trustees Meeting Minutes August 16, 2021
Page 1 City of Clearwater
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Meeting Minutes
Monday, August 16, 2021
9:00 AM
Main Library - Council Chambers
Pension Trustees
Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 2 City of Clearwater
Roll Call
Present 5 - Chair Frank Hibbard, Trustee David Allbritton, Trustee Hoyt Hamilton,
Trustee Kathleen Beckman, and Trustee Mark Bunker
Also Present – Micah Maxwell – Assistant City Manager, Michael Delk –
Assistant City Manager, Pamela K. Akin – City Attorney,
Rosemarie Call – City Clerk, Nicole Sprague – Deputy City Clerk
and Jennifer Poirrier – Human Resources Director
To provide continuity for research, items are listed in agenda order although not
necessarily discussed in that order.
Unapproved 1. Call to Order – Chair Hibbard
The meeting was called to order at 9:00 a.m.
A moment of silence was observed in tribute for the late City Manager
William B. Horne II.
2. Approval of Minutes
2.1 Approve the June 14, 2021 Pension Trustees Meeting Minutes as submitted in written
summation by the City Clerk.
Trustee Hamilton moved to approve the June 14, 2021 Pension
Trustees Meeting Minutes 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.
Name/Job Classification/ Department Pension
Eligibility Date
Kadarious Brown, Solid Waste Worker, Solid Waste & Recycling 05/10/2021 Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 3 City of Clearwater
Carlos Dennis, Solid Waste Worker, Solid Waste & Recycling 05/10/2021
Oral Grant, Streets & Sidewalks Technician, Parks & Recreation 05/10/2021
Shay Mavis, Utilities Mechanic, Public Utilities 05/10/2021
Kevin Ramberac, Parking Enforcement Specialist , Engineering - Parking 05/10/2021
Logan Wells, Parks Service Technician, Parks & Recreation 05/10/2021
Kyon Devine, Wastewater Collections Technician, Public Utilities 05/24/2021
Corey Dunn, Solid Waste Equipment Operator, Solid Waste & Recycling 05/24/2021
Damon Merricks, Solid Waste Equipment Oper., Solid Waste & Recycling 05/24/2021
Bret Mershon, Skilled Tradesworker, General Support Services 05/24/2021
Christopher Rose, Solid Waste Equipment Oper., Solid Waste & Recycling 05/24/2021
Kylon Lamar, Parks Service Technician, Parks & Recreation 06/07/2021
Kendall Clark, Parking Enforcement Specialist, Engineering/Parking 06/21/2021
Joel Rudolph, Traffic Signs & Markings Tech, Engineering/Traffic 06/21/2021
Lindsey Dicicco, Accounting Technician, Parks & Recreation 06/21/2021
Nathan Pandy, Senior Staff Assistant, Public Utilities 06/21/2021
Trustee Allbritton 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 Mark Coffin, Parks and Recreation
Department, Michelle Fry, Gas Systems Department, Richard Long, Police Department
and Scott O’Hare, Police Department, to vest their pensions as provided by Section
2.419 of the Employees’ Pension Plan.
Mark Coffin, Senior Parks Service Tech, Parks and Recreation Department,
was employed by the City on April 8, 2002, and began participating in the on
April 7, 2003. Mr. Coffin terminated from city employment on June 2, 2021.
Michelle Fry, Engineering Tech, Gas Systems Department, was employed by
the City on June 26, 2006, and began participating in the Pension Plan on that
date. Ms. Fry terminated from city employment on June 11, 2019.
Richard Long, Police Sergeant, Police Department, was employed by the City
on January 12, 2004, and began participating in the Pension Plan on that date.
Mr. Long terminated from city employment on May 7, 2021.
Scott O’Hare, Police Officer, Police Department, was employed by the City on
July 16, 2001, and began participating in the Pension Plan on that date. Mr. Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 4 City of Clearwater
O’Hare terminated from city employment on June 16, 2021.
The Employees’ Pension Plan provides that should an employee cease to be an
employee of the City of Clearwater or change status from full-time to part-time
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 2.416 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 credited service.
Mr. Coffin will meet the non-hazardous duty criteria and begin collecting a
pension in May 2023. Ms. Fry will meet the non-hazardous duty criteria and
begin collecting a pension in December 2027.
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. Mr. Long will meet the
hazardous duty criteria and begin collecting pension in February 2024. Mr.
O’Hare will meet the hazardous duty criteria and begin collecting pension in
August 2021.
Trustee Beckman moved to approve the following request of
employees Mark Coffin, Parks and Recreation Department, Michelle
Fry, Gas Systems Department, Richard Long, Police Department
and Scott O’Hare, Police Department, to vest their pensions as
provided by Section 2.419 of the Employees’ Pension Plan. The
motion was duly seconded and carried unanimously.
4.3 Approve the following request of employees Edward Davis, Parks and Recreation
Department, Paul Estes, Engineering Department, Kimberly Feeney, Planning and Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 5 City of Clearwater
Development Department, William Higginbotham III, Police Department, Cindy Jones,
Police Department, JC Jones, General Support Services Department, Steven Kotches,
Gas System Department, Brian McAuley, Police Department, Stephen Miller, Gas
System Department, Kerry Nelson, Gas System Department, Michael Ogliaruso, Police
Department and Brian Rogers, Police Department, for a regular pension as provided by
Sections 2.416 and 2.424 of the Employees’ Pension Plan.
Edward Davis, Arborist, Parks and Recreation Department, was employed by
the City on March 19, 1984, and his pension service credit is effective on that
date. His pension will be effective October 1, 2021. Based on an average salary
of approximately $52,403.57 over the past five years, the formula for computing
regular pensions and Mr. Davis’ selection of the 10 Year Certain and Life
Annuity, this pension benefit will be approximately $51,192.84 annually.
Paul Estes, Street Sweeper Operator, Engineering Department, was employed
by the City on June 4, 1990, and his pension service credit is effective on that
date. His pension will be effective July 1, 2021. Based on an average salary of
approximately $54,021.21 over the past five years, the formula for computing
regular pensions and Mr. Estes’ selection of the Joint and Survivor Annuity, this
pension benefit will be approximately $46,164.48 annually.
Kimberly Feeney, Senior Staff Assistant, Planning and Development
Department, was employed by the City on October 9, 2000, and her pension
service credit is effective on April 7, 2001. Her pension will be effective
September 1, 2021. Based on an average salary of approximately $41,121.08
over the past five years, the formula for computing regular pensions and Ms.
Feeney’s selection of the Life Annuity, this pension benefit will be approximately
$23,059.56 annually.
William Higginbotham III, Police Officer, Police Department, was employed by
the City on October 9, 2000, and his pension service credit is effective on that
date. His pension will be effective June 1, 2021. Based on an average salary of
approximately $86,976.00 over the past five years, the formula for computing
regular pensions and Mr. Higginbotham’s selection of the 100% Joint and
Survivor Annuity, this pension benefit will be approximately $48,130.44 annually.
Cindy Jones, Custodial Worker, Police Department, was employed by the City
on July 10, 1995, and her pension service credit is effective on that date. Her
pension will be effective July 1, 2021. Based on an average salary of
approximately $33,898.63 over the past five years, the formula for computing
regular pensions and Ms. Jones’ selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $22,042.92 annually.
CJ Jones, Skilled Tradesworker, General Support Services Department, was
employed by the City on February 1, 1999, and his pension service credit is
effective on that date. His pension will be effective July 1, 2021. Based on an Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 6 City of Clearwater
average salary of approximately $43,600.55 over the past five years, the formula
for computing regular pensions and Mr. Jones’ selection of the 100% Joint and
Survivor Annuity, this pension benefit will be approximately $19,775.40 annually.
Steven Kotches, Senior Gas Technician, Gas System Department, was
employed by the City on December 7, 1998, and his pension service credit is
effective on December 23, 1998. His pension will be effective June 1, 2021.
Based on an average salary of approximately $42,994.41 over the past five
years, the formula for computing regular pensions and Mr. Kotches’ selection of
the 10 Year Certain and Life Annuity, this pension benefit will be approximately
$25,481.52 annually.
Brian McAuley, Police Major, Police Department, was employed by the City on
March 30, 1992, and his pension service credit is effective on that date. His
pension will be effective June 1, 2021. Based on an average salary of
approximately $126,205.15 over the past five years, the formula for computing
regular pensions and Mr. McAuley’s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $99,128.28 annually.
Steven Miller, Gas System Specialist, Gas System Department, was employed
by the City on May 28, 1996, and his pension service credit is effective on that
date. His pension will be effective July 1, 2021. Based on an average salary of
approximately $52,490.71 over the past five years, the formula for computing
regular pensions and Mr. Miller’s selection of the 50% Joint and Survivor
Annuity, this pension benefit will be approximately $34,428.12 annually.
Kerry Nelson, Gas System Specialist, Gas System Department, was employed
by the City on June 28, 2004, and his pension service credit is effective on that
date. His pension will be effective August 1, 2021. Based on an average salary
of approximately $49,434.42 over the past five years, the formula for computing
regular pensions and Mr. Nelson’s selection of the Life Annuity, this pension
benefit will be approximately $23,093.52 annually.
Michael Ogliaruso, Police Lieutenant, Police Department, was employed by the
City on January 8, 1996, and his pension service credit is effective on that date.
His pension will be effective July 1, 2021. Based on an average salary of
approximately $121,872.24 over the past five years, the formula for computing
regular pensions and Mr. Ogliaruso’s selection of the Life Annuity with a 30%
partial lump sum, this pension benefit will be approximately $60,100.56 annually.
Brian Rogers, Police Officer, Police Department, was employed by the City on
July 16, 2001, and his pension service credit is effective on that date. His
pension will be effective August 1, 2021.
Based on an average salary of approximately $85,594.47 over the past five
years, the formula for computing regular pensions and Mr. Rogers’ selection of
the 100% Joint and Survivor Annuity this pension benefit will be approximately
$46,274.88 annually.
Section 2.416 provides for normal retirement eligibility for non-hazardous duty Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 7 City of Clearwater
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 credited service.
Mr. Davis, Mr. Estes, Ms. Feeney, Ms. Jones, Mr. Jones, Mr. Kotches, Mr. Miller
and Mr. Nelson 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. Mr. Higginbotham, Mr.
McAuley, Mr. Ogliaruso and Mr. Rogers have met the hazardous duty criteria.
Trustee Bunker moved to approve the following request of
employees Edward Davis, Parks and Recreation Department, Paul
Estes, Engineering Department, Kimberly Feeney, Planning and
Development Department, William Higginbotham III, Police
Department, Cindy Jones, Police Department, JC Jones, General
Support Services Department, Steven Kotches, Gas System
Department, Brian McAuley, Police Department, Stephen Miller, Gas
System Department, Kerry Nelson, Gas System Department, Michael
Ogliaruso, Police Department and Brian Rogers, Police 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.
4.4 Approve pension plan administrative expenditures for fiscal year 2022 totaling
not-to-exceed $371,900.
The Employees’ Pension Plan does not have a legally required budget.
However, all expenditures must be approved by the Trustees. The following are
routine administrative expenditures that staff is requesting approval of for
administrative efficiency.
The recommended expenditures for fiscal year 2022 reflect a $9,400, or 2.5%, Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 8 City of Clearwater
decrease over the approved fiscal 2021 expenditures. This net decrease results
primarily from decreased annual licensing and maintenance costs for the new
Tyler Munis payroll system.
Training and travel are the estimated costs of pension training and related
travel, including fiduciary training for the Trustees and Pension Advisory
Committee (PAC) members. This is a not-to-exceed amount given uncertainty
regarding the number of Trustees and PAC members that may elect to pursue
training.
Expenditures for physicals are per the pension ordinance requirement that new
employees must pass a comprehensive physical exam to be accepted into the
pension plan.
Reimbursements to the General Fund and Central Insurance Fund are for the
cost of oversight and administration of the Plan. The reimbursements are for
services provided by Human Resources, Payroll, and Finance personnel, along
with related operating expenditures.
The firm of Klausner, Kaufman, Jensen and Levinson currently serves as the
Plan’s pension attorneys. Annual attorney fees also include medical bills for
medical services authorized by the PAC, as well as attorney fees for disability
cases and hearings.
Money manager, performance measurement consulting, custodial/safekeeping,
and actuary fees (other than actuary hourly consulting and special projects) are
all governed by contracts separately approved by the Trustees and are not
included in this agenda item total.
APPROPRIATION CODE AND AMOUNT:
646xxxx-5xxxxx (various pension plan expenditure codes)
Finance Director Jay Ravins provided a PowerPoint presentation.
Trustee Hamilton moved to approve pension plan administrative
expenditures for fiscal year 2022 totaling not-to-exceed $371,900.
The motion was duly seconded and carried unanimously.
5. Director's Report – None. Draft
Pension Trustees Meeting Minutes August 16, 2021
Page 9 City of Clearwater
6. Adjourn
The meeting adjourned at 9:06 a.m.
Chair Employees’ Pension Plan Trustees
Attest City Clerk Draft
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#21-9676
Agenda Date: 10/18/2021 Status: Agenda ReadyVersion: 2
File Type: Action ItemIn Control: Pension Trustees
Agenda Number: 4.1
SUBJECT/RECOMMENDATION:
Approve the new hires for acceptance into the Pension Plan as listed.
SUMMARY:
Name/ Job Classification/ Department Pension Eligibility Date
Scott Lewis, Parking - Facility & Security Aide, Engineering/Parking 07/06/2021
Robert Jovic, Survey Assistant, Engineering 07/06/2021
Wendy Pioquinto, Librarian, Library 07/06/2021
Hunter Carlson, Management Analyst, Parks & Recreation 07/06/2021
Maurice Hunter, Parks Service Technician, Parks & Recreation 07/06/2021
William Brabant, Code Enforcement Inspector, Planning & Development 07/06/2021
Jason Detwiler, Wastewater Collections Technician, Public Utilities 07/06/2021
Egbert Joseph Genty, Water Distribution Operator Trainee, Public Utilities 07/06/2021
Stacey Barnett-Koerts, Police Records Specialist, Police 07/06/2021
Ivan Herandez-Perez, Police Officer, Police 07/05/2021
Ryan Belding, Police Officer, Police 07/05/2021
Bryanna Bora, Police Officer, Police 07/05/2021
Bryan Cerezo, Police Officer, Police 07/05/2021
Jared Coupland, Police Officer, Police 07/05/2021
Anthony Curcio, Police Officer, Police 07/05/2021
Jessica Dylla, Police Officer, Police 07/05/2021
Courtland Harrison, Police Officer, Police 07/05/2021
John Heisler, Police Officer, Police 07/05/2021
Jonathon Kline, Police Cadet, Police 07/05/2021
Benden Lee Peterson, Police Officer, Police 07/05/2021
Cole VanDeusen, Police Cadet, Police 07/05/2021
Kelsey Troyer, CAD & GIS Technician, Engineering 07/19/2021
Dylan Richards, Skilled Tradesworker, Marine & Aviation 07/19/2021
Aailyah Gray, Recreation Leader, Parks & Recreation 07/19/2021
Mark Rivera, Wastewater Collections Technician, Public Utilities 07/19/2021
Anthony White, Parks Service Technician, Parks & Recreation 07/19/2021
Arnold Santillan, Parking, Facility & Security Aide, Engineering/Parking 08/02/2021
Melissa Serrano, Parking Enforcement Specialist, Engineering/Parking 08/02/2021
Nichole Wadkins, Parking Enforcement Specialist, Engineering/Parking 08/02/2021
Jordan Hicks, Professional Engineer, Engineering 08/02/2021
Quintavius Williams, Gas Technician Apprentice, Gas 08/02/2021
Zoe Pappas, Police Telecommunicator, Police 08/02/2021
Jacob Blackburn, Water Distribution Operator Trainee, Public Utilities 08/02/2021
Courtney Woods, Solid Waste Equipment Operator, Solid Waste 08/02/2021
Page 1 City of Clearwater Printed on 10/8/2021
File Number: ID#21-9676
Kelsey McCray, Recreation Leader , Parks & Recreation 08/02/2021
Dianna Woodcock, Parking Citation Assistant, Engineering/Parking 08/16/2021
Gage Wilson, Gas Technician Apprentice, Gas 08/16/2021
Laura Love, Senior Human Resources Analyst, Human Resources 08/16/2021
Paula Casey, Solid Waste Accounts Coordinator, Solid Waste 08/16/2021
Mario Montgomery, Solid Waste Worker, Solid Waste 08/16/2021
Charlie Gordon, Solid Waste Worker, Solid Waste 08/16/2021
Jerome Kirkland, Solid Waste Worker, Solid Waste 08/16/2021
Richard Renaud, Business Systems Analyst, Utility Customer Service 08/16/2021
Isaiah Walton, Senior WW Collections Technician, Public Utilities 08/16/2021
Joel Silcox, Parks Service Technician, Parks & Recreation 08/30/2021
Steven Nolen, Parks Service Technician, Parks & Recreation 08/30/2021
APPROPRIATION CODE AND AMOUNT:
N/A
USE OF RESERVE FUNDS:
N/A
Page 2 City of Clearwater Printed on 10/8/2021
Interoffice Correspondence Sheet TO: Pension Advisory Committee FROM: Jennifer Poirrier, Human Resources Director SUBJECT: Recommendation for Acceptance into Pension Plan DATE: August 30, 2021 Subject/Recommendation: Recommend approval of the new hires for acceptance into the Pension Plan as listed. Name Job Classification Department Pension Eligibility Date
Scott Lewis Parking, Facility & Security Aide Engineering/Parking 07/06/2021
Robert Jovic Survey Assistant Engineering 07/06/2021
Wendy Pioquinto Librarian Library 07/06/2021
Hunter Carlson Management Analyst Parks & Recreation 07/06/2021
Maurice Hunter Parks Service Technician Parks & Recreation 07/06/2021 William Brabant Code Enforcement Inspector Planning & Development 07/06/2021 Jason Detwiler Wastewater Collections Technician Public Utilities 07/06/2021 Egbert Joseph Genty Water Distribution Operator Trainee Public Utilities 07/06/2021 Stacey Barnett-Koerts Police Records Specialist Police 07/06/2021
Ivan Herandez-Perez Police Officer Police 07/05/2021
Ryan Belding Police Officer Police 07/05/2021
Bryanna Bora Police Officer Police 07/05/2021 Bryan Cerezo Police Officer Police 07/05/2021 Jared Coupland Police Officer Police 07/05/2021 Anthony Curcio Police Officer Police 07/05/2021
Jessica Dylla Police Officer Police 07/05/2021
Courtland Harrison Police Officer Police 07/05/2021
John Heisler Police Officer Police 07/05/2021
Jonathon Kline Police Cadet Police 07/05/2021 Benden Lee Peterson Police Officer Police 07/05/2021 Cole VanDeusen Police Cadet Police 07/05/2021 Kelsey Troyer CAD & GIS Technician Engineering 07/19/2021
Dylan Richards Skilled Tradesworker Marine & Aviation 07/19/2021
Aailyah Gray Recreation Leader Parks & Recreation 07/19/2021
Mark Rivera Wastewater Collections Technician Public Utilities 07/19/2021
Anthony White Parks Service Technician Parks & Recreation 07/19/2021 Arnold Santillan Parking, Facility & Security Aide Engineering/Parking 08/02/2021 Melissa Serrano Parking Enforcement Specialist Engineering/Parking 08/02/2021
Nichole Wadkins Parking Enforcement Specialist Engineering/Parking 08/02/2021
Jordan Hicks Professional Engineer Engineering 08/02/2021
Quintavius Williams Gas Technician Apprentice Gas 08/02/2021
Zoe Pappas Police Telecommunicator Police 08/02/2021 Jacob Blackburn Water Distribution Operator Trainee Public Utilities 08/02/2021 Courtney Woods Solid Waste Equipment Operator Solid Waste 08/02/2021 Kelsey McCray Recreation Leader Parks & Recreation 08/02/2021
Dianna Woodcock Parking Citation Assistant Engineering/Parking 08/16/2021
Gage Wilson Gas Technician Apprentice Gas 08/16/2021
Laura Love Senior Human Resources Analyst Human Resources 08/16/2021
Paula Casey Solid Waste Accounts Coordinator Solid Waste 08/16/2021 Mario Montgomery Solid Waste Worker Solid Waste 08/16/2021 Charlie Gordon Solid Waste Worker Solid Waste 08/16/2021 Jerome Kirkland Solid Waste Worker Solid Waste 08/16/2021
Richard Renaud Business Systems Analyst Utility Customer Service 08/16/2021
Isaiah Walton Senior WW Collections Technician Public Utilities 08/16/2021
Joel Silcox Parks Service Technician Parks & Recreation 08/30/2021
Steven Nolen Parks Service Technician Parks & Recreation 08/30/2021
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#21-9679
Agenda Date: 10/18/2021 Status: Agenda ReadyVersion: 2
File Type: Action ItemIn Control: Pension Trustees
Agenda Number: 4.2
SUBJECT/RECOMMENDATION:
Approve the following request of employees Steven Cook, Parks and Recreation Department,
Scott Durivou, Police Department, William Hodgson, Police Department, Rosanne Lacey,
Library Department, William Muniz, Fire Department, Michael Olesh, Public Utilities
Department, Janice Overby, Public Utilities Department, Charles Scrivens, Parks and
Recreation Department, Scott Smith, Customer Service Department, Karen Smoak, Customer
Service Department, David Taggart, Engineering Department, Clement Vericker, Finance
Department, James Wagner, Planning and Development Department, and Aundra William,
Solid Waste and Recycling Department for a regular pension as provided by Sections 2.416
and 2.424 of the Employees’ Pension Plan.
SUMMARY:
Steven Cook, Senior Parks Service Tech, Parks and Recreation Department, was employed
by the City on December 11, 1995, and his pension service credit is effective on that date. His
pension will be effective August 1, 2021. Based on an average salary of approximately
$41,915.47 over the past five years, the formula for computing regular pensions and Mr. Cook’s
selection of the 50% Joint and Survivor Annuity, this pension benefit will be approximately
$25,571.44 annually.
Scott Durivou, Police Officer, Police Department, was employed by the City on July 16, 2001,
and his pension service credit is effective on that date. His pension will be effective August 1,
2021.
Based on an average salary of approximately $90,837.91 over the past five years, the formula
for computing regular pensions and Mr. Durivou’s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $48,943.08 annually.
William Hodgson, Police Sergeant, Police Department, was employed by the City on June 9,
1997, and his pension service credit is effective on that date. His pension will be effective
October 1, 2021. Based on an average salary of approximately $107,803.78 over the past five
years, the formula for computing regular pensions and Mr. Hodgson’s selection of the 100%
Joint and Survivor Annuity with a 30% partial lump sum, this pension benefit will be
approximately $49,279.08 annually.
Rosanne Lacey, Senior Staff Assistant, Library Department, was employed by the City on April
18, 2005, and her pension service credit is effective on that date. Her pension will be effective
October 1, 2021. Based on an average salary of approximately $37,632.52 over the past five
years, the formula for computing regular pensions and Ms. Lacey’s selection of the Life Annuity,
this pension benefit will be approximately $17,009.64 annually.
Page 1 City of Clearwater Printed on 10/8/2021
File Number: ID#21-9679
William Muniz, Fire Lieutenant, Fire Department, was employed by the City on April 17, 2000,
and his pension service credit is effective on June 27, 2000. His pension will be effective
August 1, 2021. Based on an average salary of approximately $94,548.37 over the past five
years, the formula for computing regular pensions and Mr. Muniz’s selection of the 10 Year
Certain and Life Annuity with a 30% partial lump sum, this pension benefit will be approximately
$38,388.12 annually.
Michael Olesh, Water Quality Technician, Public Utilities Department, was employed by the
City on February 11, 1991, and his pension service credit is effective on September 11, 1991.
His pension will be effective August 1, 2021. Based on an average salary of approximately
$54,650.76 over the past five years, the formula for computing regular pensions and Mr .
Olesh’s selection of the 50% Joint and Survivor Annuity, this pension benefit will be
approximately $47,296.44 annually.
Janice Overby, Utilities Chemist, Public Utilities Department, was employed by the City on May
31, 2005, and her pension service credit is effective on that date. Her pension will be effective
August 1, 2021. Based on an average salary of approximately $50,085.88 over the past five
years, the formula for computing regular pensions and Ms. Overby’s selection of the Life
Annuity, this pension benefit will be approximately $22,213.20 annually.
Charles Scrivens, Parks Service Technician II, Parks and Recreation Department, was
employed by the City on November 29, 2004, and his pension service credit is effective on that
date. His pension will be effective January 1, 2022. Based on an average salary of
approximately $35,635.41 over the past five years, the formula for computing regular pensions
and Mr. Scrivens’ selection of the 100% Joint and Survivor Annuity, this pension benefit will be
approximately $13,124.04 annually.
Scott Smith, Customer Service Supervisor, Customer Service Department, was employed by
the City on April 19, 1999, and his pension service credit is effective on that date. His pension
will be effective May 1, 2022. Based on an average salary of approximately $65,538.10 over the
past five years, the formula for computing regular pensions and Mr. Smith’s selection of the
100% Joint and Survivor Annuity, this pension benefit will be approximately $33,778.92 annually.
Karen Smoak, Customer Service Specialist, Customer Service Department, was employed by
the City on September 16, 1985 and her pension service credit is effective on that date. Her
pension will be effective October 1, 2021. Based on an average salary of approximately
$49,625.37 over the past five years, the formula for computing regular pensions and Ms .
Smoak’s selection of the Life Annuity, this pension benefit will be approximately $49,185.96
annually.
David Taggart, Traffic Signal Technician, Engineering Department, was employed by the City
on February 29, 1988, and his pension service credit is effective on that date. His pension will
be effective December 1, 2021. Based on an average salary of approximately $61,112.26 over
the past five years, the formula for computing regular pensions and Mr. Taggart’s selection of
the 100% Joint and Survivor Annuity, this pension benefit will be approximately $48,055.20
annually.
Clement Vericker, Debt and Accounting Manager, Finance Department, was employed by the
City on February 9, 2004, and his pension service credit is effective on that date. His pension
Page 2 City of Clearwater Printed on 10/8/2021
File Number: ID#21-9679
will be effective September 1, 2021. Based on an average salary of approximately $72,819.03
over the past five years, the formula for computing regular pensions and Mr. Vericker’s
selection of the Life Annuity this pension benefit will be approximately $35,149.92 annually.
James Wagner, Senior Development Review Technician, Planning and Development
Department, was employed by the City on April 23, 2001, and his pension service credit is
effective on that date. His pension will be effective October 1, 2021. Based on an average
salary of approximately $43,275.44 over the past five years, the formula for computing regular
pensions and Mr. Wagner’s selection of the 75% Joint and Survivor Annuity this pension benefit
will be approximately $18,489.48 annually.
Aundra Williams, Solid Waste Equipment Operator, Solid Waste and Recycling Department,
was employed by the City on November 27, 1989, and his pension service credit is effective on
December 17, 1990. His pension will be effective October 1, 2021. Based on an average
salary of approximately $52,451.22 over the past five years, the formula for computing regular
pensions and Mr. Williams’ selection of the 100% Joint and Survivor Annuity this pension
benefit will be approximately $40,151.64 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 credited service.
Mr. Cook, Ms. Lacey, Mr. Olesh, Ms. Overby, Mr. Scrivens, Mr. Smith, Ms. Smoak, Mr. Taggart,
Mr. Vericker, Mr. Wagner and Mr. Williams 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. Mr.
Durivou, Mr. Hodgson, and Mr. Muniz have met the hazardous duty criteria.
APPROPRIATION CODE AND AMOUNT:
N/A
USE OF RESERVE FUNDS:
N/A
Page 3 City of Clearwater Printed on 10/8/2021
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#21-9677
Agenda Date: 10/18/2021 Status: Agenda ReadyVersion: 2
File Type: Action ItemIn Control: Pension Trustees
Agenda Number: 4.3
SUBJECT/RECOMMENDATION:
Approve the following request of employees Laura Davis, Engineering Department, Adam Kraft,
Police Department and Jeremy Williams, Information Technology to vest their pensions as
provided by Section 2.419 of the Employees’ Pension Plan.
SUMMARY:
Laura Davis, Contracts and Procurement Specialist, Engineering Department, was employed
by the City on May 28, 1991, and began participating in the Pension Plan on July 25, 2000. Ms.
Davis terminated from city employment on June 28, 2021.
Adam Kraft, Police Officer, Police Department, was employed by the City on April 17, 2006,
and began participating in the Pension Plan on that date. Mr. Kraft terminated from city
employment on July 15, 2021.
Jeremy Williams, Information Technology Manager, Information Technology Department, was
employed by the City on May 31, 2005, and began participating in the Pension Plan on that
date. Mr. Williams terminated from city employment on September 17, 2021
The Employees’ Pension Plan provides that should an employee cease to be an employee of
the City of Clearwater or change status from full-time to part-time 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 2.416 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 credited service.
Ms. Davis will meet the non-hazardous duty criteria and begin collecting a pension in
December 2023. Mr. Williams will meet the non-hazardous duty criteria and begin collecting a
pension in December 2034.
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
Page 1 City of Clearwater Printed on 10/8/2021
File Number: ID#21-9677
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. Mr. Kraft
will meet the hazardous duty criteria and begin collecting pension in May 2026.
APPROPRIATION CODE AND AMOUNT: N/A
USE OF RESERVE FUNDS: N/A
Page 2 City of Clearwater Printed on 10/8/2021