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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 Citizens wishing to provide comments on an agenda item are encouraged to do so in advance through written comment. The City has established the following four options to ensure public comment for a virtual meeting: 1)eComments via Granicus - eComments is integrated with the published meeting agenda. Individuals may review the agenda item details and indicate their position on the item. You will be prompted to set up a user profile to allow you to comment, which will become part of the official public record. The eComment period is open from the time the agenda is published. Comments received during the meeting will become part of the official record, if posted prior to the closing of public comment. The City Clerk will read received comments into the record. 2)Email – Individuals may submit written comments or videos to ClearwaterCouncil@myclearwater.com. All comments received by 5 p.m. the day before the meeting (October 17) will become part of the official record. The City Clerk will read received comments into the record. 3)Council Chambers - Additionally, like any other council meeting, the public may provide public comment at the Main Library, Council Chambers, 100 N Osceola Avenue. Due to COVID-19, all speakers desiring to appear in person will be subject to all applicable emergency measures in place to prevent the further spread of COVID-19. Speakers who appear in person will be subject to screening for symptoms of COVID-19. Any persons exhibiting any symptoms of COVID-19 will not be permitted to enter council chambers but will be able to participate through the remote options described above. 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