01/12/2023 Pension Advisory Committee Meeting Minutes January 12, 2023
City of Clearwater
Main Library- Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
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Meeting Minutes
Thursday, January 12, 2023
9:00 AM
Main Library - Council Chambers
Pension Advisory Committee
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City of Clearwater
Pension Advisory Committee Meeting Minutes January 12, 2023
Roll Call
Present 5 - Chair Nathan Hightower, Committee Member Christopher Kakalow,
Committee Member David Sowers, Committee Member Lina
Teixeira, and Committee Member Mark Bunker
Absent 2 - Committee Member Gregory Record, and Committee Member
Frank Hibbard
Also Present— David Margolis — City Attorney and Billie Kirkpatrick— Human
Resources Director,
1. Call To Order
The Chair called the meeting to order at 9:00 a.m. at the Main Library.
To provide continuity for research, items are in agenda order although not necessarily
discussed in that order.
2. Approval of Minutes
2.1 Approve minutes of December 15, 2022 Pension Advisory Committee meeting as
submitted in written summation.
Member Sowers moved to approve the minutes of the December 15,
2022 Pension Advisory Committee meeting as submitted in written
summation.
3. Citizens to be Heard Regarding Items Not on the Agenda: None.
4. New Business Items
4.1 Recommend approval of the new hires for acceptance into the Pension Plan as listed.
Name, Job Classification & Department Pension Eligibility Date
Whitney Curtis, Personnel/Payroll Tech, Fire Department 10/24/2022
Richard Robinson, Wstwtr Trtmnt Plant Operator Trainee, Public Utilities 10/24/2022
James Mcleay, Parking Citation Assistant, Public Works 10/24/2022
Joshua Coleman, Solid Waste Equipment Operator, Solid Waste & 10/24/2022
Recycling
Kevin Workman, Survey Assistant, Public Works 10/24/2022
Wayne Vehrs, Stormwater Heavy Equip Operator, Public Works 10/24/2022
Kevin Ventura, Police Officer, Police Department 10/24/2022
Matthew Pease, Police Officer, Police Department 10/24/2022
Ryan Wall, Police Officer, Police Department 10/24/2022
Devin Matheny, Police Officer, Police Department 10/24/2022
Renee Frias, Police Officer, Police Department 10/24/2022
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City of Clearwater
Pension Advisory Committee Meeting Minutes January 12, 2023
Andrew Billups, Police Officer, Police Department 10/24/2022
Lauren Morales, Police Officer, Police Department 10/24/2022
Sarah Zayas, Business Systems Analyst, Utility Customer Service 10/24/2022
Justin Jordan, Beach Guard, Fire 10/08/2022
Hai Huynh, Marine Facility Operator, Marine & Aviation 11/05/2022
Daniel Guido, Parking Enforcement Spec, Public Works Parking 11/07/2022
Craig Gabbard, Streets & Sidewalks Tech, Public Works 11/07/2022
Analucia Newkirk, Police Telecommunicator, Police Department 11/07/2022
Henry Keiler, Parks Service Technician, Parks & Recreation 11/07/2022
John Mulder,Utilities Mechanic, Public Utilities 11/07/2022
Darin Townsend, Parks Service Technician, Parks & Recreation 11/07/2022
Sarah Green, Code Enforcement Supervisor, Planning & Development 11/07/2022
Danielle Janney, Library Assistant, Library 11/19/2022
Taylor Amlin, Parks Service Technician, Parks & Recreation 11/21/2022
Major Marchman, Parks Service Technician, Parks & Recreation 11/21/2022
Cynthia Williams, Customer Service Rep, Planning & Development 11/21/2022
Juan Pedraza Pantoja, Parks Service Technician, Parks & Recreation 11/21/2022
Christopher Elsen, Customer Service Rep, Utility Customer Service 11/21/2022
Robert Hollingsworth, Stormwater Heavy Equip Operator, Public Works 11/21/2022
Stormwater
Caleb Baker, Utility Dispatcher, Gas System 11/21/2022
Aleia Stein, Police Telecommunicator, Police Department 11/21/2022
Brianna Dewitt, Police Telecommunicator, Police Department 11/21/2022
Madison Stogsdill, Police Telecommunicator, Police Department 11/21/2022
Mark Allen, Sr Accountant, General Support Services 11/21/2022
Joseph Galizia, Gas Section Manager, Gas System 11/21/2022
Michael Bourne, Meter Reader, Utility Customer Service 12/05/2022
Jacob Brislin, Development Review Technician, Planning & Development 12/05/2022
Avery Bates, Parks Service Technician, Parks & Recreation 12/05/2022
David Jehnzen, Code Enforcement Inspector, Planning & Development 12/05/2022
Brandon Williams, Parks Service Technician, Parks & Recreation 12/05/2022
Victor Lee, Scada Specialist, Public Utilities 12/05/2022
Yashua Gonzalez, Fleet Mechanic, General Support Services 12/05/2022
Tyler Johns, Water Distr Oper Trainee, Public Utilities 12/05/2022
Aliya Cruise, Recreation Leader, Parks & Recreation 12/19/2022
Alexander Woods Jr., Parks Service Technician, Parks & Recreation 12/19/2022
Brian Simon, Code Enforcement Inspector, Planning & Development 12/19/2022
Austin DuBois, Custodian, Marine & Aviation 12/19/2022
Devon Franklin, Solid Waste Worker, Solid Waste 12/19/2022
Kelly Hill, Librarian, Library 12/19/2022
Kristina Cook, Accountant, Finance 12/19/2022
Member Bunker moved to recommend approval of the new hires for
acceptance into the Pension Plan as listed. The motion was duly
seconded and carried unanimously.
4.2 Recommend approval of the following request of employees Eric Holmes, Public
Utilities Department, Ann Marie Knight, Finance Department and Michael Olsa, Public
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City of Clearwater
Pension Advisory Committee Meeting Minutes January 12, 2023
Utilities Department to vest their pension as provided by Section 2.419 of the
Employees' Pension Plan.
Eric Holmes, Water Distribution Operator, Public Utilities Department,
was employed by the City on June 12, 2006, and his pension service credit is
effective on that date. Mr. Holmes terminated from City employment on
November 15, 2022.
Anne Marie Knight, Senior Risk Mgmt. Specialist, Finance Department,
was employed by the City on September 13, 2010, and her pension service
credit is effective on that date. Ms. Knight terminated from City employment on
December 1, 2022.
Michael Olsa, Wstwtr Trtmnt Plant Oper A, Public Utilities Department,
was employed by the City on April 21, 2003 and his pension service credit is
effective on that date. Mr. Olsa terminated from City employment on August
16, 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 (1/1/13), a
member shall be eligible for retirement following the earlier of the date on
which a participant has reached the age of fifty-five (55) years and completed
twenty (20) years of credited service; the date on which a participant has
reached age sixty-five (65) years and completed ten (10) years of credited
service; or the date on which a member has completed thirty (30) years of
service regardless of age. For non-hazardous duty employees hired on or
after the effective date of this restatement, a member shall be eligible for
retirement following the earlier of the date on which a participant has reached
the age of sixty (60) years and completed twenty-five (25) years of credited
service; or the date on which a participant has reached the age of sixty-five
(65) years and completed ten (10) years of credited service. Mr. Holmes will
meet the non-hazardous duty criteria and begin collecting a pension in May
2027. Ms. Knight will meet the non-hazardous duty criteria and begin collecting
a pension in October 2040. Mr. Olsa will meet the non-hazardous duty criteria
and begin collecting a pension in May of 2023.
Section 2.416 provides for normal retirement eligibility for hazardous duty
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City of Clearwater
Pension Advisory Committee Meeting Minutes January 12, 2023
employees, a member shall be eligible for retirement following the earlier of the
date on which the participant has completed twenty (20) years of credited
service regardless of age, or the date on which the participant has reached
fifty-five (55) years and completed ten (10) years of credited service.
Member Sowers moved to recommend approval of the following
request of employees Eric Holmes, Public Utilities Department, Ann
Marie Knight, Finance Department, and Michael Olsa, Public Utilities
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 Recommend approval of the following request of Wade Bishop, Fire Department,
Daise Castillo, Library Department, Richard Clendenin, Gas Department, Nelson Coy,
Gas Department, Albert Craig, Gas Department, Michael Duff, General Services
Department, Creighton Harvey, Gas Department, Melvin Maciolek, Public Works
Department, Patricia Pride, General Services Department, Susan Stieben, Police
Department, John Warner, Information Technology Department, and Lawrence Wynn,
Public Utilities Department for a regular pension as provided by Sections 2.416 and
2.424 of the Employees' Pension Plan.
Wade Bishop, Fire Lieutenant, Fire Department, was employed by the City
on September 24, 2001, and his pension service credit is effective on that date.
His pension will be effective March 1, 2023. Based on an average salary of
approximately $107,538.14 over the past five years, the formula for computing
regular pensions and Mr. Bishop's selection of the 50% Joint and Survivor Annuity
with the 10% partial lump sum, this pension benefit will be approximately
$53,588.76 annually.
Daise Castillo, Librarian, Library Department, was employed by the City on
October 7, 2002, and her pension service credit is effective on February 11,
2004. Her pension will be effective February 1, 2022. Based on an average
salary of approximately $51,266.68 over the past five years, the formula for
computing regular pensions and Ms. Castillo's selection of the Single Life Annuity,
this pension benefit will be approximately $26,641.92 annually.
Richard Clendenin, Lead Gas Technician, Gas Department, was employed
by the City on January 13, 1992, and his pension service credit is effective on
that date. His pension will be effective January 1, 2023. Based on an average
salary of approximately $66,500.22 over the past five years, the formula for
computing regular pensions and Mr. Clendenin's selection of the Single Life
Annuity, this pension benefit will be approximately $71,931.84 annually.
Nelson Coy, Gas System Specialist, Gas Department, was employed by the
City on June 30, 1981, and his pension service credit is effective on November
9, 1987. His pension will be effective January 1, 2023. Based on an average
salary of approximately $74,076.96 over the past five years, the formula for
computing regular pensions and Mr. Coy's selection of the Single Life Annuity, this
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City of Clearwater
Pension Advisory Committee Meeting Minutes January 12, 2023
pension benefit will be approximately $71,593.32
annually.
Albert Craig, Lead Gas Technician, Gas Department, was employed by the
City on January 22, 1996, and his pension service credit is effective on
February 29, 1996. His pension will be effective April 1, 2023. Based on an
average salary of approximately $52,560.01 over the past five years, the formula
for computing regular pensions and Mr. Craig's selection of the 75% Joint and
Survivor Annuity, this pension benefit will be approximately $31,686.12 annually.
Michael Duff, Mechanic Fabricator, General Services 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 January 1, 2023.
Based on an average salary of approximately $58,587.57 over the past five
years, the formula for computing regular pensions and Mr. Duff's selection of
the 75% Joint and Survivor Annuity, this pension benefit will be approximately
$36,549.36 annually.
Creighton Harvey, Gas Operations Supervisor, Gas Department, was
employed by the City on July 27, 1992, and his pension service credit is
effective on February 22, 1993. His pension will be effective March 1, 2023.
Based on an average salary of approximately $69,360.70 over the past five
years, the formula for computing regular pensions and Mr. Harvey's selection
of the 10 Year Certain and Life Annuity, this pension benefit will be
approximately $56,802.48 annually.
Melvin Maciolek, Stormwater Maintenance Manager, Public Works
Department, was employed by the City on March 25, 2002, and his pension
service credit is effective on that date. His pension will be effective January 1,
2023. Based on an average salary of approximately $76,926.97 over the past five
years, the formula for computing regular pensions and Mr. Maciolek' s
selection of the 10 Year Certain and Life Annuity, this pension benefit will be
approximately $42,798.12 annually.
Patricia Pride, Warehouse Supervisor, General Services Department, was
employed by the City on November 5, 2001, and her pension service credit is
effective on that date. Her pension will be effective February 1, 2023
Based on an average salary of approximately $49,398.03 over the past five
years, the formula for computing regular pensions and Ms. Pride's selection of
the 50% Joint and Survivor Annuity, this pension benefit will be approximately
$27,838.32 annually.
Susan Stieben, Police Service Technician, Police Department, was
employed by the City on December 16, 1985, and her pension service credit is
effective on April 11, 1988. Her pension will be effective February 1, 2023.
Based on an average salary of approximately $55, 686.43 over the past five
years, the formula for computing regular pensions and Ms. Stieben's selection
of the Single Life Annuity, this pension benefit will be approximately $51,198.28
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City of Clearwater
Pension Advisory Committee Meeting Minutes January 12, 2023
annually.
John Warner, Business System Analyst, Information Technology
Department, was employed by the City on October 17, 2005, and his pension
service credit is effective on that date. His pension will be effective July 1,
2023. Based on an average salary of approximately $49,428.23 over the past five
years, the formula for computing regular pensions and Mr. Warner's selection
of the 50% Joint and Survivor Annuity, this pension benefit will be
approximately $22,399.92 annually.
Lawrence Wynn, Sr. Wastewater Collections Technician, Public Utilities
Department, was employed by the City on September 15, 1986, and his
pension service credit is effective on that date. His pension will be effective
February 1, 2023. Based on an average salary of approximately $55,626.42 over
the past five years, the formula for computing regular pensions and Mr. Wynn's
selection of the Single Life Annuity with the 30% partial lump sum, this pension
benefit will be approximately $38,938.44 annually.
Section 2.416 provides for normal retirement eligibility for non-hazardous duty
employees hired prior to the effective date of this reinstatement (1/1/13), a
member shall be eligible for retirement following the earlier of the date on
which a participant has reached the age of fifty-five (55) years and completed
twenty (20) years of credited service; the date on which a participant has
reached age sixty-five (65) years and completed ten (10) years of credited
service; or the date on which a member has completed thirty (30) years of
service regardless of age. For non-hazardous duty employees hired on or
after the effective date of this restatement, a member shall be eligible for
retirement following the earlier of the date on which a participant has reached
the age of sixty (60) years and completed twenty-five (25) years of credited
service; or the date on which a participant has reached the age of sixty-five
(65) years and completed ten (10) years of credited service. Ms. Castillo, Mr.
Clendenin, Mr. Coy, Mr. Craig, Mr. Duff, Mr. Harvey, Mr. Maciolek, Ms. Pride,
Ms. Stieben, Mr. Warner, and Mr. Wynn 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 (20) years of credited
service regardless of age, or the date on which the participant has reached
fifty-five (55) years and completed ten (10) years of credited service. Mr.
Bishop has met the hazardous duty criteria.
Member Teixeira moved to recommend approval for the following
request of employees Wade Bishop, Fire Department, Daise Castillo,
Library Department, Richard Clendenin, Gas Department, Nelson Coy,
Gas Department, Albert Craig, Gas Department, Michael Duff, General
Services Department, Creighton Harvey, Gas Department, Melvin
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City of Clearwater
Pension Advisory Committee
Meeting Minutes January 12, 2023
Maciolek, Public Works Department, Patricia Pride, General Services
Department, Susan Stieben, Police Department, John Warner,
Information Technology Department, and Lawrence Wynn, Public
Utilities Department for a regular pension as provided by Sections
2.416 and 2.424 of the Employees' Pension Plan. The motion was duly
seconded and carried unanimously.
5. Old Business Items: None.
6. Director's Report: None.
7. Board Members to be Heard: None.
8. Adjourn
The meeting adjourned at 9:04 a.m.
Attest:
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City of Clearwater
Chair, Pension Avisory Committee