12/12/2022Monday, December 12, 2022
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
December 12, 2022Pension Trustees Meeting Agenda
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comments into the record.
1. Call To Order
2. Approval of Minutes
2.1 Approve the minutes of the August 15, 2022 Pension Trustees Meeting 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 April Eversole, Finance
Department and Elmer Foster, Parks and Recreation Department to vest their
pension as provided by Section 2.419 of the Employees’ Pension Plan.
4.3 Approve the following request of William (Keith) Dauber, Customer Service
Department, Joyce Hunt, General Services Department, Charles Shuman,
General Services Department, and Brian Swartz, Fire Department for a regular
pension as provided by Sections 2.416 and 2.424 of the Employees’ Pension
Plan.
5. Director's Report
6. Adjourn
Page 2 City of Clearwater Printed on 12/6/2022
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#22-1302
Agenda Date: 12/12/2022 Status: Agenda ReadyVersion: 1
File Type: MinutesIn Control: Pension Trustees
Agenda Number: 2.1
SUBJECT/RECOMMENDATION:
Approve the minutes of the August 15, 2022 Pension Trustees Meeting 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 12/6/2022
Pension Trustees Meeting Minutes August 15, 2022
Page 1 City of Clearwater
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Meeting Minutes
Monday, August 15, 2022
9:00 AM
Main Library - Council Chambers
Pension Trustees
Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 2 City of Clearwater
Roll Call
Present 5 - Chair Frank Hibbard, Trustee Kathleen Beckman, Trustee Mark Bunker,
Trustee David Allbritton, and Trustee Lina Teixeira
Also Present – Jon Jennings – City Manager, Micah Maxwell – Assistant City Manager, Michael Delk – Assistant City Manager, David Margolis -
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 9:05 a.m.
A moment of silence was recognized for the one-year anniversary on the
Passing of former City Manager Bill Horne.
2. Approval of Minutes
2.1 Approve the minutes of the July 18, 2022 Special Pension Trustees Meeting as
submitted in written summation by the City Clerk.
Trustee Allbritton moved to approve the minutes of the July 18,
2022 Special 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.
Last Name/ First Name/ Job Classification/ Department Pension
Eligible Date
Grosso, John -Building Construction Inspector, Planning & Dev. 06/06/2022 Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 3 City of Clearwater
Franklin, Pierce - Solid Waste Worker, Solid Waste & Recycling 06/06/2022
Towns, Eric - Solid Waste Worker, Solid Waste & Recycling 05/23/2022
James, Austin - Parks Service Technician, Parks & Recreation 04/23/2022
Whiting, Dezmond - Parks Service Technician, Parks & Rec. 04/25/2022
Cassady, Noah - Meter Reader, Utility Customer Service 04/25/2022
Clabaugh, Sara - Police Telecommunicator, Police Department 04/25/2022
Baird, Melissa - Police Telecommunicator, Police Department 04/25/2022
Larry, David - Solid Waste Worker, Solid Waste & Recycling 04/25/2022
Robishaw, Todd - Solid Waste Equipment Oper, Solid Waste & Recycling 04/25/2022
Gregorich, Justin - Gas Tech Apprentice, Gas System 05/09/2022
Auger, Mark - Gas Tech Apprentice, Gas System 05/09/2022
Flynn, Kevin - Survey Assistant, Engineering 05/09/2022
Maimonis, Thomas - Water Distr Oper Trainee, Public Utilities 05/09/2022
Climes, Eric - Solid Waste Worker, Solid Waste & Recycling 05/09/2022
Sears, Jeffrey - Industrial Electrician, Public Utilities 05/09/2022
Richardson, Antonio - Water Distr Oper Trainee, Public Utilities 05/23/2022
Whitfield, Darquez - Wastewater Collections Tech, Public Utilities 05/23/2022
Nielsen, Austin - Engineering Technician, Gas System 05/23/2022
Lafemina, Kristin - Police Records Specialist, Police Department 05/23/2022
Wade, Colby - Gas Tech Apprentice, Gas System 05/23/2022
Klosinski, Maciej - Traffic Sign & Marking Tech, Engineering 05/23/2022
Diaz, Jose - Streets & Sidewalks Tech, Parks & Recreation 06/06/2022
Duncanson, Christopher - Licensed Electrician, General Support Services 06/06/2022
Lucas, Thomas - Traffic Sign & Marking Tech, Engineering 06/06/2022
Hinkle, Maleah - Recreation Supervisor, Parks & Recreation 05/21/2022
Brown, Paul - Librarian, Library 06/04/2022
Burghardt, Stefan - Customer Service Representative, Customer Service 06/21/2022
Ramirez, Jennifer - Customer Service Representative, Customer Service 06/21/2022
Humphreys, Isaac - Fire Medic, Fire 06/21/2022
Campbell, Logan - Fire Medic, Fire 06/21/2022
Vasquez, Nathan - Fire Medic, Fire 06/21/2022
Hannigan, Glenn - Fire Medic, Fire 06/21/2022
Slone, Nolan - Fire Medic, Fire 06/21/2022
Smith, Alison - Customer Service Representative, Gas 06/21/2022
Green, Robert - Human Resources Analyst, Human Resources 06/21/2022
Tarrant, Antanay - Human Resources Analyst, Human Resources 06/21/2022
Prior, Gage - Police Records Specialist, Police 06/21/2022
Hewitt, Mindy - Wastewater Treatment Plant Oper, Public Utilities 06/21/2022
Peavler, Jo - Customer Service Representative, Customer Service 06/21/2022
Aboudeib, Amer - Business Systems Analyst, Gas 06/21/2022
Stubleski, Joel - Police Cadet, Police 06/21/2022
Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 4 City of Clearwater
Trustee Beckman 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 employee Dale Abdelnour, Parks and Recreation
Department, to vest his pension as provided by Section 2.419 of the Employees’ Pension
Plan.
Dale Abdelnour, Parks Heavy Equipment Operator, Parks & Recreation
Department, was employed by the City on November 10, 2008, and his pension
service credit is effective on that date. Mr. Abdelnour terminated from city
employment on May 6, 2022.
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 55 years and completed 20 years
of credited service; the date on which a participant has reached age 65 years
and completed ten years of credited service; or the date on which a member
has completed 30 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 60 years and completed 25 years of credited
service; or the date on which a participant has reached the age of 65 years and
completed ten years of credited service. Mr. Abdelnour will meet the
non-hazardous duty criteria and begin collecting a pension in November 2023.
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 20 years of credited service
regardless of age, or the date on which the participant has reached 55 years
and completed ten years of credited service.
Trustee Bunker moved to approve the following request of
employee Dale Abdelnour, Parks and Recreation Department, to
vest his pension as provided by Section 2.419 of the Employees’ Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 5 City of Clearwater
Pension Plan. The motion was duly seconded and carried
unanimously.
4.3 Approve the following request of employees Jeffrey Adkisson, Police Department, David
Dalton, Police Department, Janet Dorrough, Gas Department, Michael Hatch, Police
Department, Veronica Josef, Engineering Department, Tracy Kimball, Police
Department, Jonathon Maser, Police Department, Jada McCree, Library Department,
Jeffrey McHughes, Police Department, David Prior, Police Department, Charlie Sims,
Public Utilities Department, Steven Squillante, Police Department, Roy Thomen, Planning
and Development Department, Joe Trowell, Parks and Recreation Department, Paul
Wassen, Engineering Department, and Kevin White, Fire Department for a regular
pension as provided by Sections 2.416 and 2.424 of the Employees’ Pension Plan.
Jeffrey Adkisson, Police Officer, Police Department, was employed by the City
on October 26, 1998, and his pension service credit is effective on that date.
His pension will be effective July 1, 2022. Based on an average salary of
approximately $93,733.68 over the past five years, the formula for computing
regular pensions and Mr. Adkisson’ s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $59,480.28 annually.
David Dalton, Police Major, Police Department, was employed by the City on
September 30, 1996, and his pension service credit is effective on that date. His
pension will be effective June 1, 2022. Based on an average salary of
approximately $128,968.94 over the past five years, the formula for computing
regular pensions and Mr. Dalton’s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $89,195.52 annually.
Janet Dorrough, Division Controller, Gas Department, was employed by the City
on March 18, 1996, and her pension service credit is effective on that date. Her
pension will be effective July 1, 2022. Based on an average salary of
approximately $75,536.47 over the past five years, the formula for computing
regular pensions and Ms. Dorrough’ s selection of the Single Life Annuity, this
pension benefit will be approximately $54,435.60 annually.
Michael Hatch, Police Officer, Police Department, was employed by the City on
April 17, 2006, and his pension service credit is effective on that date. His
pension will be effective September 1, 2022. Based on an average salary of
approximately $85,958.96 over the past five years, the formula for computing an
early pension and Mr. Hatch’s selection of the 100% Joint and Survivor Annuity,
this pension benefit will be approximately $34,151.64 annually.
Veronica Josef, Senior Staff Assistant, Engineering Department, was employed
by the City on April 2, 2004, and her pension service credit is effective on that
date. Her pension will be effective November 1, 2022. Based on an average
salary of approximately $39,659.15 over the past five years, the formula for Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 6 City of Clearwater
computing regular pensions and Ms. Josef’s selection of the 50% Joint and
Survivor Annuity, this pension benefit will be approximately $15,725.64 annually
Tracy Kimball, Police Communication Manager, Police Department, was
employed by the City on March 12, 1990, and her pension service credit is
effective on June 11, 1990. Her pension will be effective July 1, 2022. Based on
an average salary of approximately $74,228.44 over the past five years, the
formula for computing regular pensions and Ms. Kimball’s selection of the
Single Life Annuity, this pension benefit will be approximately $65,434.32
annually.
Jonathon Maser, Police Officer, Police Department, was employed by the City
on September 9, 2002, and his pension service credit is effective on that date.
His pension will be effective October 1, 2022. Based on an average salary of
approximately $93,382.02 over the past five years, the formula for computing
regular pensions and Mr. Maser’s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $50,580.48 annually.
Jada McCree, Senior Staff Assistant, Library Department, was employed by the
City on June 3, 2002, and her pension service credit is effective on that date.
Her pension will be effective July 1, 2022. Based on an average salary of
approximately $36,784.49 over the past five years, the formula for computing
regular pensions and Ms. McCree’s selection of the 50% Joint and Survivor
Annuity with the 20% partial lump sum, this pension benefit will be
approximately $17,211.10 annually.
Jeffrey McHughes, Police Telecommunicator Supervisor, Police Department,
was employed by the City on May 11, 1987, and his pension service credit is
effective on February 29, 1988. His pension will be effective July 1, 2022.
Based on an average salary of approximately $73,937.59 over the past five
years, the formula for computing regular pensions and Mr. McHughes’ selection
of the 100% Joint and Survivor Annuity, this pension benefit will be
approximately $67,509.00 annually.
David Prior, Police Records Clerk, Police Department, was employed by the
City on May 20, 2002, and his pension service credit is effective on that date.
His pension will be effective June 1, 2022. Based on an average salary of
approximately $39,508.16 over the past five years, the formula for computing
regular pensions and Mr. Prior’s selection of the Single Life Annuity with the
20% partial lump sum, this pension benefit will be approximately $17,410.08
annually.
Charlie Sims, Wastewater Treatment Plant Operator C, Public Utilities
Department, was employed by the City on August 12, 1991, and his pension
service credit is effective on April 4, 2005. His pension will be effective July 1,
2022. Based on an average salary of approximately $41,912.00 over the past
five years, the formula for computing regular pensions and Mr. Sims’ selection
of the 10 Year Certain and Life Annuity, this pension benefit will be
approximately $18,871.68 annually. Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 7 City of Clearwater
Steven Squillante, Police Sergeant, Police Department, was employed by the
City on February 6, 1995, and his pension service credit is effective on that
date. His pension will be effective July 1, 2022. Based on an average salary of
approximately $93,945.29 over the past five years, the formula for computing
regular pensions and Mr. Squillante’s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $69,318.84 annually.
Roy Thomen, Land Development Arborist, Planning and Development
Department, was employed by the City on September 29, 1997, and his
pension service credit is effective on that date. His pension will be effective July
1, 2022. Based on an average salary of approximately $52,645.63 over the past
five years, the formula for computing regular pensions and Mr. Thomen’s
selection of the 66 2/3% Joint and Survivor Annuity, this pension benefit will be
approximately $34,065.60 annually.
Joe Trowell, Rec Facilities Supp Custodian, Parks & Recreation Department,
was employed by the City on October 4, 2004, and his pension service credit is
effective on February 19, 2005. His pension will be effective June 1, 2022.
Based on an average salary of approximately $38,744.41 over the past five
years, the formula for computing regular pensions and Mr. Trowell’s selection of
the 10 Year Certain and Life Annuity, this pension benefit will be approximately
$17,586.72 annually.
Paul Wassen, Stormwater Heavy Equipment Operator, Engineering
Department, was employed by the City on July 8, 1996, and his pension service
credit is effective on that date. His pension will be effective September 1, 2022.
Based on an average salary of approximately $48,314.86 over the past five
years, the formula for computing regular pensions and Mr. Wassen’s selection
of the Single Life Annuity, this pension benefit will be approximately $34,633.68
annually.
Kevin White, Fire Lieutenant, Fire Department, was employed by the City on
June 3, 2002, and his pension service credit is effective on that date. His
pension will be effective July 1, 2022. Based on an average salary of
approximately $94,963.35 over the past five years, the formula for computing
regular pensions and Mr. White’s selection of the 100% Joint and Survivor
Annuity with the 20% partial lump sum, this pension benefit will be
approximately $41,295.36 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 55 years and completed 20 years
of credited service; the date on which a participant has reached age 65 years
and completed ten years of credited service; or the date on which a member
has completed 30 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 Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 8 City of Clearwater
participant has reached the age of 60 years and completed 25 years of credited
service; or the date on which a participant has reached the age of 65 years and
completed ten years of credited service. Ms. Dorrough, Ms. Josef, Ms. Kimball,
Ms. McCree, Mr. McHughes, Mr. Prior, Mr. Sims, Mr. Thomen, Mr. Trowell, and
Mr. Wassen have all 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 20 years of credited service
regardless of age, or the date on which the participant has reached 55 years
and completed ten years of credited service. Mr. Adkisson, Mr. Dalton, Mr.
Maser, Mr. Squillante, and Mr. White have met the hazardous duty criteria.
Sec. 2.417 provides for early retirement benefit for hazardous duty employees,
a police officer or firefighter shall be eligible for early retirement upon reaching 50
years old and completed ten years of credited service. Mr. Hatch as met the early retirement criteria.
Trustee Teixeira moved to approve the following request of
employees Jeffrey Adkisson, Police Department, David Dalton,
Police Department, Janet Dorrough, Gas Department, Michael
Hatch, Police Department, Veronica Josef, Engineering
Department, Tracy Kimball, Police Department, Jonathon Maser,
Police Department, Jada McCree, Library Department, Jeffrey
McHughes, Police Department, David Prior, Police Department,
Charlie Sims, Public Utilities Department, Steven Squillante,
Police Department, Roy Thomen, Planning and Development
Department, Joe Trowell, Parks and Recreation Department, Paul
Wassen, Engineering Department, and Kevin White, Fire
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 2023 totaling
not-to-exceed $392,000.
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 2023 reflect a $20,100, or 5.4%,
increase over the approved fiscal 2022 expenditures. This net increase results
primarily from an increased volume of employee physicals along with salary Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 9 City of Clearwater
increases, partially offset by a reduction in pension attorney costs.
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. An increased volume of physicals is forecast due to staff turnover
and projected new hires.
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, while the firm of Banker, Lopez, Gassler was recently
approved by the Trustees to provide legal services for PAC disability pension
claims. Annual attorney fees also include medical bills for medical services
authorized by the PAC.
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:
6467410-5xxxxx (various pension plan expenditure codes)
In response to questions, the City Attorney said staff does not anticipate
spending $130,000 in the upcoming fiscal year. It is conservative
budgeting to try to get close to where the expenditure was
previously. He said the law firm is deeply integrated with the disability
process and staff has seen an increase in the number of claims from
employees and former employees, increasing the demand of Klausner
& Kaufman. He said he hopes to mitigate the cost over time by
implementing the process in-house. Human Resources Director Jennifer
Poirrier said the great resign and new legislation that provides additional
disability benefits in the public safety area have contributed to the
increased number of claims.
Trustee Beckman moved to approve pension plan administrative Draft
Pension Trustees Meeting Minutes August 15, 2022
Page 10 City of Clearwater
expenditures for fiscal year 2023 totaling not-to-exceed $392,000.
The motion was duly seconded and carried unanimously.
5. Adjourn
The meeting adjourned at 9:11 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#22-0961
Agenda Date: 12/12/2022 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
Jacob Walser, Police Officer, Police 7/2/2022
Leslie Walbolt, Librarian, Library 7/2/2022
Joel Nina, Police Officer, Police 7/5/2022
Michele Perry, Police Officer, Police 7/5/2022
Jonathan Mitchell, Police Officer, Police 7/5/2022
David Kidd, Police Officer, Police 7/5/2022
Jarrett Forstell, Police Officer, Police 7/5/2022
Monika Szwakop, Police Officer, Police 7/5/2022
David Sechrist, Police Officer, Police 7/5/2022
Owen Reich, Police Officer, Police 7/5/2022
Jeffrey McManus, Parks Service Technician, Parks & Recreation 7/5/2022
Pietrina Cacioppo, Administrative Assistant, City Manager's Office 7/5/2022
Joshua Sexton, Parking Enforcement Specialist, Engineering/Parking 7/5/2022
Matthew Sammel, Marine Facility Operator - Pier 60, Parks & Recreation 7/5/2022
Ariana Amoroso, Aquatics Coordinator, Parks & Recreation 7/5/2022
Gary Schaaf, Code Enforcement Inspector, Planning & Development, 7/5/2022
Robert Sfero, Water Distribution Operator Trainee, Public Utilities 7/5/2022
D'Qjuwan Collins, Solid Waste Worker, Solid Waste 7/5/2022
Jermaine Francis, Traffic Engineering Analyst, Engineering/Traffic 7/5/2022
Betsy Cook, Personnel/Payroll Technician, Parks & Recreation 7/5/2022
Sean Cox, Lead Parks Service Technician, Parks & Recreation 7/18/2022
Erin Murphy-Johns, Police Telecommunicator, Police 7/18/2022
Morgan Knowlton, Police Telecommunicator, Police 7/18/2022
Kevin Trapp, Recreation Center Manager, Parks & Recreation 7/18/2022
Amber Brice, Library Programming Specialist., Library 7/18/2022
Casey Ray, Police Cadet, Police 8/1/2022
Vickie Shire, CRA Event Specialist, CRA 8/1/2022
Jacqueline LopezDiez, Customer Service Rep., Customer Service 8/1/2022
Vernice Sanchez, Customer Service Representative, Customer Service 8/1/2022
Andrew Chambers, Customer Service Representative, Customer Service 8/1/2022
Peter Filipovits, Police Telecommunicator, Police 8/1/2022
Chris Plempel, Water Distribution Operator Trainee, Public Utilities 8/1/2022
Jared Walker, Lead Parks Service Technician, Parks & Recreation 8/1/2022
Cynthia Blackwell, Customer Service Rep., Utility Customer Service 8/15/2022
Lisa Liinangi, Customer Service Representative, Utility Customer Service 8/15/2022
Page 1 City of Clearwater Printed on 12/6/2022
File Number: ID#22-0961
Vincent Mattioli, Meter Reader, Utility Customer Service 8/15/2022
Tim Hancock, Beach Lifeguard, Fire 8/15/2022
William Evans, Skilled Tradesworker, Parks & Recreation 8/15/2022
Edwin Diaz Gonzalez, Planner, Planning 8/15/2022
Amanda Zabytko, Senior Library Assistant, Library 8/15/2022
Courtney Holzwarth, Senior Staff Assistant, Econ. Dev./Clerk's office 8/22/2022
Christopher Boyle, Stormwater Technician, Eng/Stormwater 8/29/2022
Dwayne Floyd, Gas Technician Apprentice, Gas 8/29/2022
Earl Swift III, Recreation Supervisor - Athletics, Parks & Recreation 8/29/2022
Cory Dunbar, Recreation Supervisor - Special Events, Parks & Rec.8/29/2022
Richard Kelly, Lead Streets & Sidewalks Technician, Parks & Recreation 8/29/2022
Ruth Willis, Recreation Leader, Parks & Recreation 8/29/2022
Thea French, Planner, Planning & Development 8/29/2022
Danny McDonnell, Land Development Arborist, Planning & Development 8/29/2022
APPROPRIATION CODE AND AMOUNT:
N/A
USE OF RESERVE FUNDS:
N/A
Page 2 City of Clearwater Printed on 12/6/2022
Interoffice Correspondence Sheet
TO: Pension Advisory Committee FROM: Jennifer Poirrier, Human Resources Director
SUBJECT: Recommendation for Acceptance into Pension Plan
DATE: August 30, 2022 Subject/Recommendation: Recommend approval of the new hires for acceptance into the Pension Plan as listed.
Name Job Classification Department Pension Eligibility Date
Jacob Walser Police Officer Police 7/2/2022
Leslie Walbolt Librarian Library 7/2/2022
Joel Nina Police Officer Police 7/5/2022
Michele Perry Police Officer Police 7/5/2022
Jonathan Mitchell Police Officer Police 7/5/2022
David Kidd Police Officer Police 7/5/2022
Jarrett Forstell Police Officer Police 7/5/2022
Monika Szwakop Police Officer Police 7/5/2022
David Sechrist Police Officer Police 7/5/2022
Owen Reich Police Officer Police 7/5/2022
Jeffrey McManus Parks Service Technician Parks & Recreation 7/5/2022
Pietrina Cacioppo Administrative Assistant City Manager's Office 7/5/2022
Joshua Sexton Parking Enforcement Specialist Engineering/Parking 7/5/2022
Matthew Sammel Marine Facility Operator - Pier 60 Parks & Recreation 7/5/2022
Ariana Amoroso Aquatics Coordinator Parks & Recreation 7/5/2022
Gary Schaaf Code Enforcement Inspector Planning & Development 7/5/2022
Robert Sfero Water Distribution Operator Trainee Public Utilities 7/5/2022
D'Qjuwan Collins Solid Waste Worker Solid Waste 7/5/2022
Jermaine Francis Traffic Engineering Analyst Engineering/Traffic 7/5/2022
Betsy Cook Personnel/Payroll Technician Parks & Recreation 7/5/2022
Sean Cox Lead Parks Service Technician Parks & Recreation 7/18/2022
Erin Murphy-Johns Police Telecommunicator Police 7/18/2022
Morgan Knowlton Police Telecommunicator Police 7/18/2022
Kevin Trapp Recreation Center Manager Parks & Recreation 7/18/2022
Amber Brice Library Programming Specialist Library 7/18/2022
Casey Ray Police Cadet Police 8/1/2022
Vickie Shire CRA Event Specialist CRA 8/1/2022
Jacqueline LopezDiez Customer Service Representative Customer Service 8/1/2022
Vernice Sanchez Customer Service Representative Customer Service 8/1/2022
Andrew Chambers Customer Service Representative Customer Service 8/1/2022
Peter Filipovits Police Telecommunicator Police 8/1/2022
Chris Plempel Water Distribution Operator Trainee Public Utilities 8/1/2022
Jared Walker Lead Parks Service Technician Parks & Recreation 8/1/2022
Cynthia Blackwell Customer Service Representative Utility Customer Service 8/15/2022
Lisa Liinangi Customer Service Representative Utility Customer Service 8/15/2022
Vincent Mattioli Meter Reader Utility Customer Service 8/15/2022
Tim Hancock Beach Lifeguard Fire 8/15/2022
William Evans Skilled Tradesworker Parks & Recreation 8/15/2022
Edwin Diaz Gonzalez Planner Planning 8/15/2022
Amanda Zabytko Senior Library Assistant Library 8/15/2022
Courtney Holzwarth Senior Staff Assistant Econ. Dev./Clerk's office 8/22/2022
Christopher Boyle Stormwater Technician Eng/Stormwater 8/29/2022
Dwayne Floyd Gas Technician Apprentice Gas 8/29/2022
Earl Swift III Recreation Supervisor - Athletics Parks & Recreation 8/29/2022
Cory Dunbar Recreation Supervisor - Special Events Parks & Recreation 8/29/2022
Richard Kelly Lead Streets & Sidewalks Technician Parks & Recreation 8/29/2022
Ruth Willis Recreation Leader Parks & Recreation 8/29/2022
Thea French Planner Planning & Development 8/29/2022
Danny McDonnell Land Development Arborist Planning & Development 8/29/2022
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#22-0962
Agenda Date: 12/12/2022 Status: Agenda ReadyVersion: 2
File Type: Action ItemIn Control: Pension Trustees
Agenda Number: 4.2
SUBJECT/RECOMMENDATION:
Approve the following request of employees April Eversole, Finance Department and Elmer
Foster, Parks and Recreation Department to vest their pension as provided by Section 2.419 of
the Employees’ Pension Plan.
SUMMARY:
April Eversole, Senior Accounting Technician, Finance Department, was employed by the City
on July 25, 2005 and her pension service credit is effective on that date. Ms. Eversole
terminated from City employment on July 8, 2022.
Elmer Foster, Senior Parks Service Technician, Parks & Recreation Department, was
employed by the City on January 22, 2007 and his pension service credit is effective on that
date. Mr. Foster terminated from City employment on August 4, 2022.
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 55
years and completed 20 years of credited service; the date on which a participant has reached
age 65 years and completed ten years of credited service; or the date on which a member has
completed 30 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 60 years and completed 25
years of credited service; or the date on which a participant has reached the age of 65 years
and completed ten years of credited service. Ms. Eversole will meet the non-hazardous duty
criteria and begin collecting a pension in August 2025. Mr. Foster will meet the non-hazardous
duty criteria and begin collecting a pension in February 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 20 years of credited service regardless of age, or the date on which the
participant has reached 55 years and completed ten years of credited service.
APPROPRIATION CODE AND AMOUNT: N/A
Page 1 City of Clearwater Printed on 12/6/2022
File Number: ID#22-0962
USE OF RESERVE FUNDS: N/A
Page 2 City of Clearwater Printed on 12/6/2022
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#22-0963
Agenda Date: 12/12/2022 Status: Agenda ReadyVersion: 2
File Type: Action ItemIn Control: Pension Trustees
Agenda Number: 4.3
SUBJECT/RECOMMENDATION:
Approve the following request of William (Keith) Dauber, Customer Service Department, Joyce
Hunt, General Services Department, Charles Shuman, General Services Department, and
Brian Swartz, Fire Department for a regular pension as provided by Sections 2.416 and 2.424
of the Employees’ Pension Plan.
SUMMARY:
William (Keith) Dauber, Business System Analyst, Customer Service Department, was
employed by the City on August 4, 1986, and his pension service credit is effective on that date.
His pension will be effective October 1, 2022. Based on an average salary of approximately
$54,232.00 over the past five years, the formula for computing regular pensions and Mr .
Dauber’s selection of the 100% Joint and Survivor Life Annuity, this pension benefit will be
approximately $51,465.84 annually.
Joyce Hunt, Senior Accountant, General Services Department, was employed by the City on
October 22, 2001, and her pension service credit is effective on that date. Her pension will be
effective September 1, 2022. Based on an average salary of approximately $58,306.52 over the
past five years, the formula for computing regular pensions and Ms. Hunt’s selection of the
Single Life Annuity, this pension benefit will be approximately $33,395.88 annually.
Charles Shuman, Mechanic Fabricator, General Services Department, was employed by the
City on September 20, 2004, and his pension service credit is effective on October 30, 2006.
His pension will be effective September 1, 2022. Based on an average salary of approximately
$44,835.86 over the past five years, the formula for computing regular pensions and Mr .
Shuman’s selection of the Single Life Annuity, this pension benefit will be approximately
$19,440.00 annually.
Brian Swartz, Firefighter, Fire Department, was employed by the City on June 3, 2002, and his
pension service credit is effective on that date. His pension will be effective August 1, 2022.
Based on an average salary of approximately $73,300.08 over the past five years, the formula
for computing regular pensions and Mr. Swartz’s selection of the 100% Joint and Survivor
Annuity, this pension benefit will be approximately $39,763.44 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 55
years and completed 20 years of credited service; the date on which a participant has reached
age 65 years and completed ten years of credited service; or the date on which a member has
Page 1 City of Clearwater Printed on 12/6/2022
File Number: ID#22-0963
completed 30 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 60 years and completed 25
years of credited service; or the date on which a participant has reached the age of 65 years
and completed ten years of credited service. Mr. Dauber, Ms. Hunt, and Mr. Shuman 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 20 years of credited service regardless of age, or the date on which the
participant has reached 55 years and completed 10 years of credited service. Mr. Swartz has
met the hazardous duty criteria.
APPROPRIATION CODE AND AMOUNT:
N/A
USE OF RESERVE FUNDS:
N/A
Page 2 City of Clearwater Printed on 12/6/2022