12/12/2022 Pension Trustees Meeting Minutes December 12, 2022
City of Clearwater
Main Library- Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
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Meeting Minutes
Monday, December 12, 2022
9:00 AM
Main Library - Council Chambers
Pension Trustees
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City of Clearwater
Pension Trustees Meeting Minutes December 12, 2022
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 Billie Kirkpatrick— Human Resources
Director
To provide continuity for research, items are listed in agenda order although not
necessarily discussed in that order.
1. Call to Order— Chair Hibbard
The meeting was called to order at 9:00 a.m.
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.
Trustee Allbritton moved to approve the minutes of the August 15,
2022 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.
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
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City of Clearwater
Pension Trustees Meeting Minutes December 12, 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
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
Trustee Beckman moved to approve the new hires for acceptance
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City of Clearwater
Pension Trustees Meeting Minutes December 12, 2022
into the Pension Plan as listed. The motion was duly seconded and
carried unanimously.
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.
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.
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City of Clearwater
Pension Trustees Meeting Minutes December 12, 2022
Trustee Bunker moved to 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. The motion was
duly seconded and carried unanimously.
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.
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
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City of Clearwater
Pension Trustees
Meeting Minutes December 12, 2022
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. 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.
Trustee Teixeira moved to 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. The motion was duly seconded and carried
unanimously.
5. Director's Report - None
6. Adjourn
The meeting adjoumed at 9:01 a.m.
7940Y1-4
air
Employees' Pension Plan Trustees
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City of Clearwater