10-17-2000
..
'~
"-"
""""
..
Edgewater Firefighters' Pension Fund
Regular Meeting
Tuesday, October 17, 2000
6:30 p.m.
Call to Order: A Regular Meeting of the Edgewater Firefighters' Pension Board was called to
order on Tuesday, October 17,2000 by Chairman Jollie at 6:35 p.m. in the Training Room of
Fire Station #57. Members present were: Chairman Jim Jollie, Ms. Laura Reilly and Lt. Jill
Klem. Mr. Gary Butt and Mr. Marty Tse were recorded as absent. Also present were Chief
Tracey Barlow and Ms. Sondra M. Pengov, Recording Secretary.
Minutes: The minutes of the July 18,2000 meeting were presented for approval. A motion to
approve the minutes as submitted was made by Lt. Jill Klem with a second from Laura Reilly.
The motion CARRIED 3-0.
Old Business:
Updated Summary Plan Draft Review: Chairman Jollie expressed concern with the correctness
of Section C. Earlv Retirement Eligibilitv and Section D. Amount of Earlv Retirement Benefit.
Chairman Jollie said he will confirm the wording of these sections. Discussion followed
regarding the definition of a reduced monthly benefit beginning immediately upon retirement.
The Board felt the definition was not clearly defined. It was also agreed that the Board should
take the Ordinance and compare it with the Summary Plan so they will know everything has
been addressed properly. It was decided that a workshop should be scheduled within the month
to do the Ordinance/Summary Plan comparison. Chairman Jollie told the Board the workshop
date would be announced as soon as possible.
Actuarial Study Between General City Employees and Fire Department: A motion was made
by Lt. Jill Klem to table this item until the next scheduled meeting, seconded by Laura Reilly.
Motion CARRIED 3-0.
Ordinance Change -Accepted by State Division of Retirement: Chairman Jollie made
reference to a letter received from the Department of Management Services, Division of
Retirement dated, September 19, 2000 from Patricia Shoemaker. The letter acknowledged
receipt of final ordinance #2000-0-18 as being in compliance with the provisions of Chapter 99-
1, Laws of Florida, for the Edgewater Firefighters' Pension Fund.
Actuary Study: Chairman Jollie briefly explained to the Board the content of a letter received
from Foster & Foster, Inc. stating; the adoption of Chapter 99-1 compliance Ordinance No.
2000-0-18 has no financial impact on the City's funding requirements.
Terminated Employees Notification of Benefits: Chairman Jollie stated he had contacted Mr.
Foster (concerning former employee William Vola) because the Board wanted Mr. Foster to do a
termination notification of benefits to Mr. Vola. He said the information has to be acquired from
the City. The Chairman informed the Board that Donna Looney, Payroll/Pension Specialist will
be handling all communications concerning these benefits with Mr. Foster. Chairman Jollie
.
......
.."""
expressed how efficient Ms. Looney is and is thankful for her help. The Chairman then gave a
brief history to Chief Barlow regarding Terminated Employees Notification of Benefits.
New Business:
Receipt of State Monies: Chairman Jollie passed a letter to the Board received from the
Department of Management Services; Division of Retirement stating the revenue due the City
was $42,819.90 for calendar year 1999.
Active Membership Form Pending: The Chairman explained the form is due yearly to Mr.
Foster. He said this is being handled by Ms. Looney. Chairman Jollie explained the
membership form includes the number of employees, their salaries, terminated employees, how
long they were employed, etc. This data allows Mr. Foster to compile an annual report.
Chief Barlow questioned whether the Firefighters Pension pays the City Administrative staff to
do this extra work for us. Lt. Klem stated she didn't believe so. Chairman Jollie said according
to the City Manager's restructuring, the work done for the Firefighters Pension by the City's
Administrative Staff will now be part of their job responsibilities.
Discussion Items:
Expired Term of Chairman Jim Jollie: A motion was made by Lt. Klem to have Chairman
Jollie remain as Chairman in the interim until the ballots are complete. Seconded by Laura
Reilly. Motion CARRIED 3-0.
Adjournment: There being no additional business to come before the Board a motion was
made and approved to adjourn. The meeting adjourned at 7:00 p.m.
Minutes respectfully submitted by:
Sondra M. Pengov
Recording Secretary
:smp
Page -2-
Edgewater Firefighters' Pension Fund
October 17, 2000
I O-17-00.Firefighters pension minutes.reg.mtg.