MIAMI BEACH EMPLOYEES’RETIREMENT PLAN OF THE CITY OF MIAMI BEACH PENSION BOARD MEETING Tuesday, October 9, 2018 10:00 a.m. CITY HALL Pension Office Conference Room BOARD OF TRUSTEES James Boyd Lynn Bernstein Jason Casanova Jose Del Risco Ray Horday Jonathan Sinkes Mark Taxis Manny Villar Jr. John Woodruff CONSENT AGENDA PAGE C-1 Minutes for approval – September 11, 2018 4 C-2 New Members of the System – 8 Amanda Regalado Roxanne Campbell Ernesto Saenz Alexander Crespo Helen Magallanes Jenny Hernandez C-3 New Retirees – 9 Heather Glassman David Martinez C-4 New Pensioners – (None) C-5 Request for Lump Sum Refunds – 11 Jason Kozakiewicz Parvesh Deonarinesingh Kerrie Hodges Ida Smart Francisco D’Elia Stepfon Brown C-6 Request for Accumulated Contribution Refund For a Named Beneficiary – (None) C-7 Purchase of Creditable Service Time – 17 Andrew De Olazarra Abelardo Padro

CONSENT AGENDA October 9, 2018 Page 2 C-8 New DROP applicants – 20 Nelida Correa Juan Iglesias Alvaro Zapata C-9 Lump Sum Refunds Paid since last meeting – 23 Carlos Tamayo Michelle Hernandez Vania Pedraja Castro Elsa Austrich Jacquelyn Sperling Esperance Jules Reggie Monzon Aron Soriano Juan Reyeros Andrew Bejel Rita Gangi Michelle Huttenhoff C-10 Financial Reports

a. Pension Payroll for October 1, 2018 – $3,722,395.80 b. DROP Payroll for October 1, 2018 - $410,299.88

C-11 Requests for Payment – October 2018

Legal Amount Pg. #

Legal Services - KKJ&L $ 5,200.00 24 for the month of October 2018 Bookkeeping Joan Wall- Bookkeeping For the month of October 2018 $ 350.00 26 Actuary Gabriel, Roeder, Smith & Company Preparation of SPD update $ 1,347.00 28 Charges to date for Experience Study $ 756.00 28 Insurance RCS Insurance Brokerage - Insurance Property Insurance $ 1,196.89 29 Travelers Insurance - Insurance Workers Comp Insurance $ 1,942.00 31 General Liability Insurance $ 1,448.00 32

CONSENT AGENDA October 9, 2018 Page 3 C-11 Requests for Payment – October 2018 continued Office etc Sharp Electronics Corporation For the month of September 2018 Invoice # 9001360323 dated 9/01/2018 $ 136.13 35CMB- Central Services: Charges for September 2018 $ 554.71 37Pure Water Partner: Water System Acct # 20865 Inv# 305408 Month of September $ 34.99 39Office Supplies- Office Depot $ 568.75 42C-12 Conv/Seminars/Dues/Etc American Express: Conference $ 1,445.88 52IFEBP 2019 Annual Membership Dues $ 1,440.00 57Travel Reimbubursements: Mark Taxis $ 273.00 59 Lynn Bernstein $ 340.33 61 Rick Rivera $ 388.65 63 IN ACCORDANCE WITH THE AMERICANS WITH DISABILITY ACT OF 1990, PERSONS NEEDING A SPECIAL ACCOMMODATION TO PARTICIPATE IN THIS PROCEEDING SHOULD CONTACT THE PENSION OFFICE NO LATER THAN FOUR DAYS PRIOR TO THE PROCEEDING. TELEPHONE (305) 673-7437 FOR ASSISTANCE; IF HEARING IMPAIRED, TELEPHONE THE FLORIDA RELAY SERVICE NUMBERS (800) 955-8771 (TDD) OR (800) 955-8770 (VOICE), FOR ASSISTANCE. IF A PERSON DECIDES TO APPEAL ANY DECISION MADE BY THE BOARD WITH RESPECT TO ANY MATTER CONSIDERED A THIS MEETING, HE WILL NEED A RECORD OF THE PROCEEDINGS, AND FOR SUCH PURPOSE HE MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE PROCEEDING IS MADE WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED. FLORIDA STATUTES 286.0105 THIS MEETING MAY BE CONDUCTED BY MEANS OF OR IN CONJUNCTION WITH COMMUNICATIONS MEDIA TECHNOLOGY, SPECIFICALLY A TELEPHONE CONFERENCE CALL. THE ABOVE LOCATION, WHICH IS ORDINARILY OPEN TO THE PUBLIC, SHALL SERVE AS AN ACCESS POINT. PERSONS WISHING TO ATTEND SHOULD APPEAR AT THE ACCESS POINT, WHERE TELEPHONIC ACCESS TO THE MEETING WILL BE PROVIDED.

MINUTES OF THE MEETING OF THE BOARD OF TRUSTEES OF THE MIAMI BEACH EMPLOYEES’ RETIREMENT PLAN

OF THE CITY OF MIAMI BEACH September 11, 2018

Chairman Boyd called the meeting to order at 10:04 a.m. Board Members present were as follows: James Boyd Lynn Bernstein Jason Casanova Jose Del Risco Ray Horday Jonathan Sinkes Mark Taxis Manny Villar John Woodruff Members absent – Also present were:

Rick Rivera Pension Administrator Sandra Sicily Assistant Pension Administrator Stuart Kaufman Board Attorney, KKJ&L

Amada Gonzalez CMB employee John Katalinich Representative from LRS Retirement Solutions Kevin Hart Representative from MARC (Milliman) Daniel Bostedt Representative from MARC (Milliman) Nick Meggos Representative from Nyhart Ryan Bedel Representative from Nyhart John Reidy Representative from Pension Technology Group Cristine Turner Representative from Pension Technology Group Ellen Schaffer Fund Programmer, Representative from PTG Andrew Sokol Representative from Copy Scan Technologies CONSENT AGENDA A motion was made by Mr. Sinkes duly seconded by Mr. Horday and unanimously RESOLVED that the Consent Agenda be approved as presented. C-1 Board Minutes approved – August 14, 2018 C-2 New Members of the System – ID# Last Name First Name Start Date Hire Date

22756 FLORES VENESSA 8/6/2018 10/16/2017

22651 JEFFERSON MOUNIA 8/6/2018 8/7/2017

23114 MONTOYA NINA 8/6/2018 8/6/2018

23112 MAJOROS MILDRED 8/7/2018 8/7/2018

23117 MENDEZ TATIANA 8/27/2018 8/27/2018

C-3 New Retiree Allowances were approved as follows – Name Date Retirement Type Monthly Amount Nannette Rodriquez 10/01/2018 Ord. Service Ret. (50% J&S) $ 6,833.73 Hermes Brezo 09/01/2018 Ord. Service Ret. (50% J&S) $ 2,347.95

PENSION BOARD MINUTES September 11, 2018 Page 2 C-4 New Pensioner Allowances were approved as follows – (None) C-5 Requests for Lump Sum Refunds were approved as follows – Name Separation Date Gross Amount YCS Vania Pedraja-Castro April 6, 2018 $ 24,605.44 4.35 ycs Aron Soriano September 7, 2018 $ 2,432.91 .74 ycs Reggie Monzon July 2, 2018 $ 12,891.92 2.92 ycs Michelle Huttenhoff August 22, 2018 $ 6,474.96 .79 ycs Juan Reyeros September 2, 2005 $ 8,018.26 2.69 ycs Michelle Hernandez June 22, 2018 $ 8,781.99 1.76 ycs Victor Pena September 7, 2018 $ 37,298.10 3.63 ycs Esperance Jules August 31, 2018 $ 9,375.22 2.17 ycs Andrew Bejel August 29, 2018 $ 16,026.25 2.40 ycs Elsa Austrich December 8, 2017 $ 5,068.07 .94 ycs Rita Gangi July 27, 2018 $ 33,366.99 6.50 ycs C-6 Request for Accumulated Contribution Refund for a Named Beneficiary was approved as follows – (None) C-7 Purchases of Creditable Service Time were approved as follows – (None) C-8 DROP applicants were approved as follows –

Name Effective Estimated Benefit Last DROP Pmt.

Jose Izquierdo 9/01/2018 $4,106.05 8/01/2023 Jorge Hernandez 9/01/2018 $1,847.81 8/01/2023 Elizabeth Fojon 9/01/2018 $3,993.72 8/01/2023 Minnie Roberson Bishop 9/01/2018 $2,848.68 8/01/2023 C-9 Lump Sum Refunds paid since the last meeting were approved as follows –

Lump Sums Paid after July 10, 2018

Check Date Name gross withholding check #

8/17/2018 Carlos Naumann $55,717.97 $ 11,143.59 20339

7/13/2018 Igor Vassiliev $29,244.14 Rollover 20701 C-10 The Financial Reports were approved as presented. C-11 Requests for Payment were approved as presented - Legal Amount

Legal - Klausner, Kaufman, Jensen & Levinson $5,000.00

for the month of September 2018 Bookkeeping Joan Wall- Bookkeeping Services for September 2018 $350.00

PENSION BOARD MINUTES September 11, 2018 Page 3 C-11 Requests for Payment were approved as presented – (Continued) Insurance

Weston Insurance Company Policy # CFA 00000-40133 00 09 09, Inv#1380815

Policy period 10/12/201/- 10/12/2019 $305.00

Office etc Sharp Electronics Corporation charges for the month of August 2018 Invoice # 9001299020 dated 8/02/2018 $136.13

CMB- Central Services: Charges for August 2018 $1,041.71

Pure Water Partner: Acct # 20865 Contract # 550-0020865-001 Inv# 294243 Month of August $34.99

Verification Services- Berwyn Group ID # bg2492Rivera Inv# 36940 Inv date 3/23/18 $1,250.00

American Express: Tampa Envelopes $177.50

Board meeting expense $38.00

Investment Custody Fees - FTI Quarterly Custody Fee- FTI

Dimensional QTR Ending 7/31/18 for Acct# GP451022720, Inv# S14800632788 $739.12

Investment Management Fees - Rhumbline Quarterly Investement fees, Inv.#gmbeach2018Q2 $15,362.00

C-12 Conv/Seminars/Dues/Etc American Express: Conference Expenses $3,000.00

PENSION BOARD MINUTES September 11, 2018 Page 4

REGULAR AGENDA R-1 Deferred Items –

A. Sugarman & Susskind demand letter Re: Amada Gonzalez – This item continued to remain deferred until the October board meeting.

R-2 New Items –

A. Pension Software Company Presentations – Representatives from the pension software companies of LRS, Nyhart, Milliman & PTG made presentations before the Board. A discussion ensued. The Board eliminated the firm of Nyhart and instructed the Administrator to make onsite visits to local municipalities that currently have the remaining finalists’ pension software installed. The Administrator was also instructed to work with the finalists’ demo software online so that he could provide the Board a ranking of the pension software companies irrespective of price.

A motion was made by Mr. Taxis duly seconded by Ms. Bernstein, and with all in favor, it was unanimously

RESOLVED that the Administrator and Assistant Administrator

make on-site visits and view online demonstrations of pension software for the firms of LRS, Milliman and Pension Technology Group in order to provide a ranking to the Board.

R-3 Administrator’s Report

The Administrator announced that Trustee Jason Casanova had been re-elected by acclamation to the Board for a term expiring on September 30, 2021. The Board congratulated Mr. Casanova.

R-4 For Your Information

Chairman Boyd and Mr. Kaufman reviewed for your information.

Chairman Boyd reviewed the email dated August 30, 2018 from Milliman regarding a de-risking strategy that would entail providing a 3rd party vendor, Nuveen, the transfer of the Plan data. He was very surprised about this matter and felt that Mr. Cottle, the fund’s consultant, should have brought this matter to the Board in person. Chairman Boyd was also adamant about the fact that he had not recommended this type of study. The Administrator was instructed to place this item on the November Board agenda for discussion. There being no further business to discuss, a motion was made by Ms. Bernstein duly seconded by Mr. Sinkes and unanimously

Resolved that the meeting be adjourned. The meeting was

adjourned at 1:41 p.m. ______________________ ___________________________ James W. Boyd, Chairman Jose Del Risco, Secretary

New Member October 2018 agenda

ID# Last Name First Start Date Department Name Job Title Union Hire Date22901 REGALADO AMANDA 9/3/2018 POLICE CRIMINAL INV DIV CRIME ANALYSIS SPEC CCWA 2/19/201822689 CAMPBELL ROXANNE 9/3/2018 POLICE SUPPORT SERVICE PROP & EVIDE TECH I CCWA 2/26/201822938 SAENZ ERNESTO 9/17/2018 BUILDING SERV - BUILDING PERMIT CLERK I CCWA 3/12/201822925 CRESPO ALEXANDER 9/3/2018 BUILDING SERV - BUILDING PERMIT CLERK I CCWA 3/5/201823178 MAGALLANES HELEN 9/24/2018 FINANCE FINANCIAL ANALYS FIN CUNC 9/24/201823169 HERNANDEZ JENNY 9/5/2018 TOURISM & CULTURAL DEVELOPMENT OFFICE ASSOC III CUNC 9/5/2018

3/5/2018 2:05:41 PM

Ordinance No. 2015-3946 NEW RETIREE NAME: Heather Glassman DATE OF BIRTH: October 12, 1968 CLASSIFICATION: Administrative Aide II DEPARTMENT: Risk Management TERMINATION DATE: April 1, 1998 BENEFITS TO COMMENCE: November 1, 2018 TYPE OF RETIREMENT: Ordinary Service Retirement (LA) CREDITABLE SERVICE: 5.00 ycs EST. PENSION BENEFIT: $335.13 SECTION OF ORDINANCE: 5.04 – Vested Retirement Allowance

Ordinance No. 2015-3946 NEW RETIREE NAME: David Martinez DATE OF BIRTH: August 18, 1962 CLASSIFICATION: Pump Mechanic DEPARTMENT: Public Works TERMINATION DATE: November 30, 2017 BENEFITS TO COMMENCE: December 1, 2017 TYPE OF RETIREMENT: Ordinary Service Retirement (50% J&S) CREDITABLE SERVICE: 15.50 ycs EST. PENSION BENEFIT: 11/01/2018 $ 2,583.98 Retro Amount Due: 12/1/17-10/1/2018 $28,423.78 TOTAL: $31,007.76 SECTION OF ORDINANCE: 5.01 – Ordinary Service Retirement

ORDINANCE NO. 2015-3946

REQUEST FOR LUMP SUM REFUND

NAME: Jason Kozakiewicz CLASSIFICATION: Parks Superintendent DEPARTMENT: Parks Maintenance DATE OF SEPARATION: August 20, 2018 CREDITABLE SERVICE: .49 ycs ESTIMATED LUMP SUM DUE: $3,523.97 Federal Tax Withholding: $704.79 SECTION OF ORDINANCE: 5.10

ORDINANCE NO. 2015-3946

REQUEST FOR LUMP SUM REFUND

NAME: Parvesh Deonarinesingh CLASSIFICATION: Civil Engineer I DEPARTMENT: P.W. Engineering DATE OF SEPARATION: September 14, 2018 CREDITABLE SERVICE: 2.36 ycs ESTIMATED LUMP SUM DUE: $16,893.62 Federal Tax Withholding: $3,378.72 SECTION OF ORDINANCE: 5.10

ORDINANCE NO. 2015-3946

REQUEST FOR LUMP SUM REFUND

NAME: Kerrie Hodges CLASSIFICATION: Admin Aide I DEPARTMENT: Code Compliance DATE OF SEPARATION: September 21, 2018 CREDITABLE SERVICE: 2.38 ycs ESTIMATED LUMP SUM DUE: $9,212.52 Federal Tax Withholding: $1,842.50 SECTION OF ORDINANCE: 5.10

ORDINANCE NO. 2015-3946

REQUEST FOR LUMP SUM REFUND

NAME: Ida M. Smart CLASSIFICATION: MSW III DEPARTMENT: Parks and Recreation DATE OF SEPARATION: September 2, 2018 CREDITABLE SERVICE: 11.75 ycs ESTIMATED LUMP SUM DUE: $51,234.76 Federal Tax Withholding: $10,246.95 SECTION OF ORDINANCE: 5.10

ORDINANCE NO. 2015-3946

REQUEST FOR LUMP SUM REFUND

NAME: Francisco D’Elia CLASSIFICATION: GIS Analyst DEPARTMENT: Public Works - Engineering DATE OF SEPARATION: October 2, 2018 CREDITABLE SERVICE: 2.38 ycs ESTIMATED LUMP SUM DUE: $17,726.49 Federal Tax Withholding: $3,545.30 SECTION OF ORDINANCE: 5.10

ORDINANCE NO. 2015-3946

REQUEST FOR LUMP SUM REFUND

NAME: Stepfon Brown CLASSIFICATION: Permit Clerk I DEPARTMENT: Building Services DATE OF SEPARATION: September 28, 2018 CREDITABLE SERVICE: 3.26 ycs ESTIMATED LUMP SUM DUE: $12,907.38 Federal Tax Withholding: $2,581.48 SECTION OF ORDINANCE: 5.10

Ordinance No. 2015-3946 NEW DROP MEMBER NAME: Nelida Correa DATE OF BIRTH: November 19, 1961 CLASSIFICATION: Office Associate III DEPARTMENT: Parking Administration BEGINNING DROP DATE: October 1, 2018 TYPE OF RETIREMENT: Ordinary Service Retirement (LA) CREDITABLE SERVICE: 18.57 ycs EST. PENSION BENEFIT: $2,172.11 SECTION OF ORDINANCE: 5.13

Ordinance No. 2015-3946 NEW DROP MEMBER NAME: Juan Iglesias DATE OF BIRTH: March 3, 1954 CLASSIFICATION: Mason DEPARTMENT: Public Works Street BEGINNING DROP DATE: October 1, 2018 TYPE OF RETIREMENT: Ordinary Service Retirement (50%) CREDITABLE SERVICE: 23.16 ycs EST. PENSION BENEFIT: $4,604.71 SECTION OF ORDINANCE: 5.13

Ordinance No. 2015-3946 NEW DROP MEMBER NAME: Alvaro Zapata DATE OF BIRTH: May 31, 1958 CLASSIFICATION: Electrician DEPARTMENT: Public Works Water BEGINNING DROP DATE: October 1, 2018 TYPE OF RETIREMENT: Ordinary Service Retirement (50%) CREDITABLE SERVICE: 18.92 ycs EST. PENSION BENEFIT: $4,120.36 SECTION OF ORDINANCE: 5.13

Lump Sums Paid September 2018Check Date Name gross withholding check #

9/4/2018 Carlos A. Tamayo 16,969.71$ 3,393.94$ 116880

9/11/2018 Vania M. Pedraja Castro 24,582.91$ R/O 116902

9/12/2018 Jacquelyn Sperling 14,167.96$ 2,833.59$ 116903

9/14/2018 Reggie Monzon 12,891.92$ R/O 116912

9/14/2018 Juan Reyeros 7,833.33$ 1,566.67$ 116913

9/14/2018 Rita Gangi 33,374.34$ R/O 116914

9/14/2018 Michelle Hernandez 8,779.60$ 1,755.92$ 116915

9/14/2018 Elsa Austrich 5,065.81$ 1,013.16$ 116916

9/21/2018 Esperance Jules 9,541.69$ 1,908.34$ 116920

9/21/2018 Aron Soriano 2,639.74$ 527.95$ 116921

9/21/2018 Andrew Bejel 16,346.64$ 3,269.33$ 116922

9/21/2018 Michelle Huttenhoff 6,573.23$ R/O 116923

MIAMI BEACH EMPLOYEES’ RETIREMENT PLAN PENSION BOARD MEETING

Tuesday, October 9, 2018 10:00 a.m. CITY HALL

Pension Office Conference Room

REGULAR AGENDA R-1 Deferred Items –

A. Sugarman & Susskind demand letter Re: Amada Gonzalez R-2 New Items –

A. Consideration and discussion of MBERP

Annual Goals Retreat R-3 Administrator’s Report

R-4 For Your Information

A. DROP update - 66

B. Conference Calendar - 68 C. Memo from KKJ&L regarding Amendment 6 71

IN ACCORDANCE WITH THE AMERICANS WITH DISABILITY ACT OF 1990, PERSONS NEEDING A SPECIAL ACCOMMODATION TO PARTICIPATE IN THIS PROCEEDING SHOULD CONTACT THE PENSION OFFICE NO LATER THAN FOUR DAYS PRIOR TO THE PROCEEDING. TELEPHONE (305) 673-7437 FOR ASSISTANCE; IF HEARING IMPAIRED, TELEPHONE THE FLORIDA RELAY SERVICE NUMBERS (800) 955-8771 (TDD) OR (800) 955-8770 (VOICE), FOR ASSISTANCE. IF A PERSON DECIDES TO APPEAL ANY DECISION MADE BY THE BOARD WITH RESPECT TO ANY MATTER CONSIDERED A THIS MEETING, HE WILL NEED A RECORD OF THE PROCEEDINGS, AND FOR SUCH PURPOSE HE MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE PROCEEDING IS MADE WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED. FLORIDA STATUTES 286.0105 THIS MEETING MAY BE CONDUCTED BY MEANS OF OR IN CONJUNCTION WITH COMMUNICATIONS MEDIA TECHNOLOGY, SPECIFICALLY A TELEPHONE CONFERENCE CALL. THE ABOVE LOCATION, WHICH IS ORDINARILY OPEN TO THE PUBLIC, SHALL SERVE AS AN ACCESS POINT. PERSONS WISHING TO ATTEND SHOULD APPEAR AT THE ACCESS POINT, WHERE TELEPHONIC ACCESS TO THE MEETING WILL BE PROVIDED.

DROP UPDATE OCT 2018 Agenda DROP

Name Department ‐ Title Start date DROP end date

1 ICMA Dudley Brown Mason 11/1/2013 10/31/2018

2 ICMA Roque, Aracelio Pumping Mechanic 12/1/2013 11/30/2018

3 ICMA Davila, Jimmy Senior Systems Analyst 12/1/2013 11/30/2018

4 ICMA/NW Concepcion Jr., Sergio Information Tech Specialist II 12/1/2013 11/30/2018

5 ICMA Joan, Martha Account Clerk III 12/1/2013 11/30/2018

6 ICMA Gladys Dixon Pool Guard II 1/1/2014 12/31/20187 ICMA Mosley, Bobby MSW III 1/1/2014 12/31/2018

8 ICMA Maria Sanchez Communications Records Custodian 2/1/2014 1/31/2019

9 ICMA Anthony Throupe Parks Supervisor 3/1/2014 2/28/201910 ICMA Barbara Williams Administrative Aide I 4/1/2014 3/31/201911 ICMA/NW Jose Alfonso Water Supervisor 4/1/2014 3/31/2019

12 ICMA Darline Roldan Parking Enforcement Specialist I 4/1/2014 3/31/2019

13 ICMA Debora J. Turner First assistant City Attorney 5/1/2014 4/30/2019

14 ICMA King Choute MSW II 5/1/2014 4/30/2019

15 ICMA/NW Luis Caballero Metered Services Supervisor 6/1/2014 5/31/2019

16 ICMA Nathaniel Frazier Central Services Technician 6/1/2014 5/31/2019

17 ICMA Kathie Brooks Assistant City Manager 7/1/2014 6/30/2019

18 ICMA/NW Donnovan Ireland Central Services Coordinator 8/1/2014 7/31/2019

19 ICMA Edger Rodriguez MSW III 8/1/2014 7/31/2019

20 ICMA Milz, Tommy MSW III 10/1/2014 9/30/2019

21 ICMA Thomas, shirley Buyer 10/1/2014 9/30/2019

22 ICMA Hartnett, Michael System Administrator 10/1/2014 9/30/2019

23 ICMA Babcock, John Police Records Manager 11/1/2014 10/31/2019

24 ICMA Gardner, Larry Maintenance Supervisor 11/1/2014 10/31/2019

25 ICMA Cavanaugh, Daniel Lifeguard II 11/1/2014 10/31/2019

26 ICMA Garcia,  Osvaldo Lifeguard I 11/1/2014 10/31/2019

27 ICMA Zamora, Alberto Sanitation Director 1/1/2015 12/31/2019

28 ICMA Denham, Charles Info Tech Spec II 1/1/2015 12/31/2019

29 ICMA Chiovaro, Maria Case Worker 2/1/2015 1/31/2020

30 ICMA Dufour, Carmin Tax Auditor 2/1/2015 1/31/2020

31 ICMA White, Marvin MSW I 2/1/2015 1/31/2020

32 ICMA/NW Collado, Jesus Sewer Supervisor 3/1/2015 2/28/2020

33 ICMA Reyes Carbajal MSW I 3/1/2015 2/28/2020

34 ICMA Desmond Norris MSW II 4/1/2015 3/31/2020

35 ICMA Sandra Ortiz Administrative Secretary 4/1/2015 3/31/2020

36 ICMA Lesther Fleuinord MSW III 5/1/2015 4/30/2020

37 ICMA Liliane Morissette MSW I 5/1/2015 4/30/2020

38 ICMA Marie Joacilien MSW II 5/1/2015 4/30/2020

39 ICMA Aspil Dessalines MSW III 6/1/2015 5/31/2020

40 ICMA Willie Jackson Jr.  Heavy Equipment Operator I 7/1/2015 6/30/2020

41 ICMA Nestler, Nancy Public Safety Specialist 8/1/2015 7/31/2020

42 ICMA Carlos Da Cruz Office Associate V 9/1/2015 8/31/2020

43 ICMA Bruce Lamberto Engineering Assistant I 9/1/2015 8/31/2020

44 ICMA Poggio, Eduardo Fire Equipment Mechanic 9/1/2015 8/31/2020

45 ICMA Mobley‐Nason, Annette Dispatcher 9/1/2015 8/31/2020

46 ICMA Rebolledo, Rosanna Complaint Operator II 9/1/2015 8/31/2020

47 ICMA Williams, Gwendolyn Public Safety Pay Administrator 10/1/2015 9/30/2020

48 ICMA Rodriguez, Dagoberto Pool Guard I 10/1/2015 9/30/2020

49 ICMA Rodriguez, Pedro Pool Guard I 10/1/2015 9/30/2020

50 ICMA Perez, Mayra Account Clerk III 10/1/2015 9/30/2020

51 ICMA Valdes, Robert Chief Structural Engineer 12/1/2015 11/30/2020

52 ICMA Anderson, Miguel Snr. Building Inspector 12/1/2015 11/30/2020

53 ICMA Derek Knight Recreation Attendant 1/1/2016 12/31/2020

DROP UPDATE OCT 2018 Agenda DROP

Name Department ‐ Title Start date DROP end date

54 ICMA Brocato, Emilio MSW II 2/1/2016 1/31/2021

55 ICMA Belorme, Junias MSW III 3/1/2016 2/28/2021

56 ICMA Lee, Robert Code Compliance Officer II 3/1/2016 2/28/2021

57 ICMA/NW Stratton, Harry Painter 4/1/2016 3/31/2021

58 ICMA Stewart, Carlton MSW III 4/1/2016 3/31/2021

59 ICMA/NW Cristobal, Lidia Financial Analyst II 5/1/2016 4/30/2021

60 ICMA Avalos, Adrian Chief BLDG Code Compliance Officer 7/1/2016 6/30/2021

61 ICMA Yanes, Saul Building Services Tech 8/1/2016 7/31/2021

62 ICMA Barr, Estelle Administrative Aide I 8/1/2016 7/31/2021

63 ICMA Eduardo Nunez Heavy Equipment Operator I 9/1/2016 8/31/2021

64 ICMA Charles Uthandi Property & Evidence Tech 9/1/2016 8/31/2021

65 ICMA Alberto Copperi MSW III 10/1/2016 9/30/2021

66 ICMA/NW Ofelia Levy Administrative Aide I 10/1/2016 9/30/2021

67 ICMA Melvin Williams MSW III - Sanitation 12/1/2016 11/30/2021

68 ICMA Gerald Coldros Heavy Equipment Operator II - PW 1/1/2017 12/31/2021

69 ICMA Raul Soria Financial Analyst III 1/1/2017 12/31/2021

70 ICMA Hirschhorn, Christina Police Tech Serv. - Admin Aide II 3/1/2017 2/28/2022

71 ICMA Hatfield, Liliam City Clerk - Asst City Clerk 4/1/2017 3/31/2022

72 ICMA/NW Perez, Patricia PSCU - Complaint Operator II 4/1/2017 3/31/2022

73 ICMA Aguila, Raul City Attorney - City Attorney 4/1/2017 3/31/2022

74 ICMA Brown, Lavoris PW - Greenspace Mngmnt - Park Super 5/1/2017 4/30/2022

75 ICMA Garcia, Cayetano Ocean Rescue - Lifeguard I 5/1/2017 4/30/2022

76 ICMA Sonny, Deo PW - Water Pipefitter 5/1/2017 4/30/2022

77 ICMA Tamayo, Orosmon PW - Civil Engineer I 6/1/2017 5/31/2022

78 ICMA Perman, Terry Parks & Rec - MSW III 6/1/2017 5/31/2022

79 ICMA Toussaint, Monier Sanitation - MSW1 6/1/2017 5/31/2022

80 ICMA Butler, Stevy Parks & Rec - MSW I 5/1/2017 4/30/2022

81 ICMA Granados, Dania Police Tech Serv. - Data Entry Clerk 7/1/2017 6/30/2022

82 ICMA Rodriguez, Rosario Building - Permit Clerk I 8/1/2017 7/31/2022

83 ICMA/NW Christian, Jeffery MSW III 9/1/2017 8/31/2022

84 ICMA Diaz, Juan Planning - Planning&Zoning inspector 10/1/2017 9/30/2022

85 ICMA Nunez, Daniel Property & Evidence Tech I 10/1/2017 9/30/2022

86 ICMA Ramirez, Haydee Administrative Aide I - Sanitation 10/1/2017 9/30/2022

87 ICMA Hart, Debora Office Assoc. V PW engineering 11/1/2017 10/31/2022

88 ICMA Christopher Marshall Mechanic III 12/1/2017 11/30/2022

89 ICMA Noborikawa, Jose Electrician - Public Works Sewer 1/1/2018 12/31/2022

90 NW Balbachan, Par I.T. Specialist II - I.T. 3/1/2018 2/28/2023

91 ICMA Hoanshelt, Judy Grants Manager Division Director 3/1/2018 2/28/2023

92 NW Morales, Yamilex  CAO Paralegal CAO 4/1/2018 3/31/2023

93 NW Brown, Denise  Police Records Supervisor - Police Tech 3/1/2018 2/28/2023

94 NW Randi MacBride  Office Assoc. V Code Compliance 2/1/2018 1/31/2023

95 NW Sandra Meyer Office Assoc. V Building dept. 4/1/2018 3/31/2023

96 NW *Martinez, Candelario Chief Electrical Inspector - Bldg dept 6/1/2018 5/31/2023

97 NW *Guerrier, Arielle Police Records Technician - Police dept 6/1/2018 5/31/2023

98 NW *Martell, James Painter - Parking 7/1/2018 6/30/2023

99 NW Frances, Saul Parking Director - Parking Dept. 8/1/2018 7/31/2023

100 NW Franco-Rubines, Laura Assistant Parking Director - Parking Dept 8/1/2018 7/31/2023

101 NW Moreira, Gilbert MSW II, Parking On-Street 8/1/2018 7/31/2023

102 NW Andre, Marie-France I.T. Specialist II - I.T. 8/1/2018 7/31/2023

103 ICMA Izquierdo, Jose Carpenter - Public Works Property Mngmnt 9/1/2018 8/31/2023

104 ICMA Hernandez, Jorge Code Compliance Officer II 9/1/2018 8/31/2023

105 NW Fojon, Elizabeth Property & Evidence Technician 9/1/2018 8/31/2023

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M E M O R A N D U M

TO: ALL PENSION CLIENTS FROM: KLAUSNER, KAUFMAN, JENSEN & LEVINSON RE: Florida Constitution Revision Commission - Amendment 6 DATE: September 17, 2018 (updated memo) ______________________________________________________________________________

The purpose of this memo is to alert clients about the potential impact of Amendment 6, which has been placed on the November 6, 2018 general election ballot in Florida. Amendment 6 contains several unrelated proposals which have been bundled together. Because of the deceptively short title of Amendment 6, and the large number of items on the lengthy ballot, many voters may not understand that the proposal may have an adverse impact on administrative agencies, including pension boards. For this reason, we encourage clients to carefully study Amendment 6, which is summarized below.

Every twenty years the Florida Constitution Revision Commission (CRC) meets to examine and recommend updates to the Florida Constitution. After holding fifteen public hearings across the state over the past two years, the CRC has recommended eight amendments to the Florida Constitution. Each amendment would need to separately obtain 60% voter approval to be adopted.

After studying the eight proposals, our office is advising pension clients of the potential

adverse impact of Amendment 6. Our office has no opinion on the other seven proposed amendments.

Amendment 6 would add a new Section 21 into Article V of the Florida Constitution as

follows: SECTION 21. Judicial interpretation of statutes and rules.

In interpreting a state statute or rule, a state court or an officer hearing an administrative action pursuant to general law may not defer to an administrative agency’s interpretation of such statute or rule, and must instead interpret such statute or rule de novo.

2

Discussion of the potential negative impact of Amendment 6:

Since 1952, the Florida Supreme Court has recognized the doctrine of judicial deference.

In general, courts will defer to administrative agencies, including pension boards, due to their expertise and familiarity dealing with a particular statute, rule or ordinance. The doctrine is generally beneficial for pension boards.

As described by the CRC, Amendment 6, “requires judges and hearing officers to

independently interpret statutes and rules rather than deferring to government agency’s interpretation.” Our office is concerned that the loss of judicial deference may harm municipal pension boards.

Admittedly, Amendment 6 only directly addresses judicial deference to judicial

interpretations of state statutes. Nonetheless, several municipal plans were created by special act of the Florida Legislature. Importantly, all local public safety plans operate under Chapter 175 and 185, which are state statutes. Moreover, Amendment 6 potentially creates a precedent which will weaken judicial deference to municipal and special district boards.

The counter argument, of course, is that the weakening of the doctrine of judicial

deference will strengthen the judiciary. To the extent that clients want a more powerful judicial branch, this would be an advantage.

Rather than presenting Amendment 6 as a stand-alone amendment, the proposal is

combined with other amendments having nothing to do with judicial deference. For example, Amendment 6 also contains detailed provisions expanding victim’s rights in the criminal justice system, which are beyond the scope of this memo. Nevertheless, the CRC is presenting Amendment 6 under the seemingly innocuous title, “Rights of Crime Victims; Judges.”

A lower court judge in Leon County had held that Amendment 6 was misleading and improperly bundled unrelated proposals (a practice known as “logrolling”). In a 4-3 decision, the Florida Supreme Court reversed, placing Amendment 6 back on the November 6 ballot.

Our office is happy to answer any questions about Amendment 6. We encourage clients to carefully study Amendment 6 and look beyond the brief, five word title.