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89-1380 WMITE , —♦CITV CLERIC COUIICll �i t NA'Ejs'— DEP�ARTMENT / BLIIC — MAYOR GITY OF SAINT PAUL File NO. � ��" - � Cou il Resolution �g Presented B Referred To Committee: Date � ��` Out of Committee By Date A resolution ro iding for retroactive purchase of p s on for an employee of the City of S in Paul . WHEREAS , Edna Alfo d f 2101 Randolph Avenue , Saint Paul , became an employee wit he City of Saint Paul Highland Golf Course as a seasonal e p oyee on June 25, 1979, and at that time was advised by he upervisor that she was not eligible for pension through P RA because of her seasonal position; and WHEREAS , subsequent re earch by her and other people clearly indicated that Edna A1 o d was eligible for pension through PERA in her seasonal pos ' ti n; and WHEREAS , upon lear i this fact Edna Alford did in fact purchase as much retroac iv PERA pension benefits as was possible under the law, but this b y back was limited by law to a three year period; and WHEREAS , the Minne ot Legislature in the 1989 Legislative Session approved a bill u er H.F . 1079 , S .F. 1038 , which would allow Edna Alford to b y back such pension coverage that was originally printed by la , provided that Edna Alford would pay back the employee ' ortion of the contribution together with interest at the a of 6 percent per year compounded annually, and provided f rther that the City of Saint Paul could at its option p y the employer portion of the pension coverage for this per ' od of time together with interest at a rate of 6 percent a y ar compounded annually from the date on which the contribu io s would otherwise have been made ; and WHEREAS , it appear o the Council of the City of Saint COUNCIL MEMBERS Requested by Department of: Yeas Nays Dimond t.ong [ F vor Goswitz Rettman Scheibel _ A ai t BY Sonnen Wilson Form Approved by City Attorney Adopted by Council: Date Certified Passed by Counc.il Secretary By B}� Approved by Mavor: Date _ Approved by Mayor for Submission to Council By BY < � WNITE — CITv CLERK COUIICIl ?p. PINK — FiN4NCE GITY SAINT PAUL �eZd� CAN4�i:r�— DER�dRTMENT BLUE — MAVOR File �O• � � � Cou c l Resolution � Presented By �`� � � Referred To Committee: Date Out of Committee By Date Paul that Edna Alford ou d not have missed such coverage if she had been given proper di ection by City officials ; and WHEREAS , it further pears to the Council that if such proper instruction had e given to Edna Alford at that time , the City would have ma e the basic payments to the pension benefits as an employer a at time ; and WHEREAS , Edna Alfor as indicated that she will purchase the retroactive pension e efits as allowed by the State Legis- lative action as it ap li s to the employee; now, therefore, be it RESOLVED , that the o cil of the City of Saint Paul hereby agrees to pay to PERA t at amount necessary to provide for the employer ' s buy back a escribed in the legislation approved by the State Legislatur nder H.F . 1079/S .F. 1038 in the 1989 Legislative Session, to e her with interest at the rate of 6 percent a year compo n ed annually from the date on which the contributions would o herwise have been made to the date on which payment is actua 1 made ; and, be it FURTHER RESOLVED, h t the Council hereby instructs the proper City officials to determine the specific amount due to PERA together with t e specific interest and to forward such amount to PERA a their earliest convenience ; and, be it FINALLY RESOLVED, th t the Council hereby requests the City Clerk to forward a op of this resolution to PERA. 2. COUNCIL MEMBERS Requested by Department of: Yeas Nays Dimond �� F Of Goswitz � Rettm� scneibe� A ai t BY Sonnen Wilson j n�r? � g Form Approved y Att rney Adopted by Council: Date . Certified Yas d Counc' c r BY sy A►pprove by � avor: Date Approved by Mayor for Submission to Council By �`� S E P - 91 89 �,��-i��° PARTMENT/OFFlCE/COU qL DATE INITI ED � � � � '(m� GREEN SHEET No. f1 EI.t.�M Q P I Q 'l C� �DEPARTMENT DIRECTOR INITIAL/DATE ❑CfTY COUNpI INPTIAUDATE ` I ' NU OR ❑�ATTORNEY �CITY CLERK MUBT BE COUNqL AO NDA BY(DATE) �BUDOET DIRECTOR �FlN.6 M(iT.SERVICES DIR. �MAYOR(OR A8818TANT1 � TOTAL#�OF 81QNATURE PA(iE8 (CLI AL LOCATION8 FOR SIONATUR� �craH REOUESrea Approval of resolution allowing City t c ntribute its portion plus interest to PERA for Ms. Edna Alford, a city employee, for a er od of time from 1980 through 1984. RECOAAMENDATIONB:Approve(A)a Rsjsct(Fi) CO NCI COMMITTEFIRESEA�FI REPORT OPTIONAL _PLANNINO COMM18810N —qVll BERVICE COMMIS810N AN Y3T PHONE NO. _q8 COMMITfEE _ CO ME _3TAFF _ _DISTRICT COURT _ SUPPORT8 WHICM COUNqL 08JECTIVE? INITIATINO PROBLEM,ISSUE,OPPORTUNITY(Who,What,When,Whsro, Ms. Edna Alford, an employee with th D' ision of Parks and Recreation, Department of Community Services, should have had ay oll deductions made for contributions to PERA for an employment period from 1980 t ro gh 1984. ADVANTAGES IF APPROVED: Ms. Alford will be allowed to purcha e ERA credits as allowed by State legislation H.F. 1079, S.F. 1038, for a period o e ployment in which she was incorrectly advised that she was not eligible for PERA. DISADVANTAOE3 IF APPROVED: Could set a precedent for other emp oy es in similar situations. Current law allows "buyback" for three years. Special le islation is necessary to extend an employee's "buyback" period. DISADVANTAOES IF NOT APPROVED: Situation where employee was given nc rrect advise will not be corrected. Cou�cii Rese�rch Center ,��. 2 II i��J TOTAL AMOUNT OF TRAN8ACTION Not to excee 500 �TiREVENUE BUOGETED(qRCLE ON� YES NO FUNDINQ SOURCE ACTMTY NUMBER �412 FlNANpAL INFORMATION:(EXPWN) NOTE: COMPLETE DIRECTfONS ARE INCLUDED IN THE GREEN SHEET INSTRUCTIONAL MANUAL AVAIIABLE IN THE PURCHASING OFFICE(PHONE NO.298-4225). ROUTING ORDER: Below are preferred routings for the Nve most frequent types of dxumenta: CONTRACTS (assumes authorized COUNCIL RESOLUTION (Amend, Bdgts./ budget exists) Accept.Grants) 1. Outside Agency 1. Department Director 2. Initiating De�rtmeM 2. Budget Director 3. City Attomey 3. C1ry Attorney 4. Mayor 4. Mayor/Assiatent 5. Finance&Mgmt Svcs. Director 5. City Council 6. Finance Accounting 6. Chief AxouMant, Fin�Mgmt Svcs. ADMINISTRATIVE ORDER (Budget COUNCIL RESOLUTION (all others) Revision) and ORDINANCE 1. Activity Manager 1. Initiating DepartmeM Director 2. DepartmeM AccountaM 2. Clty Attorney 3. DepartmeM Director 3. MayoNAssistant 4. Budget Director 4. City Council 5. City Clerk 6. Chief Accountant, Fin&Mgmt Svcs. ADMINISTRATIVE ORDERS (all others) 1. Initiating Department 2. City Attorney 3. Mayor/Assistant 4. Ciy Gerk TOTAL NUMBER OF SIGNATURE PAGES Indicate the#of pages on which signetures are required and paperclip eaCh of these pages. ACTION RECtUESTED Deacribe whst the project/request eeeks to accomplish in either chronologa cal order or order of importance,whichever ts most appropriate for the issue. Do not write complete sentences. Begin each item in your list with a verb. RECOMMENDATIONS Complete if the issue in question has been presented before any body, public or private. SUPPORTS WHICH COUNCIL OBJECTIVE? Indicate which Council objective(s)your projecUrequest supports by listing the key virord(s)(HOUSING,.RECREATION,NEIGHBORHOODS, ECONOMIC DEVELOPMENT, BUDGET,SEWER SEPARATION).(SEE COMPLETE LIST IN INSTRUCTIONAL MANUAL.) COUNCIL COMMITTEFJRESEARCH REPORT-OPTIONAL AS REQUESTED BY OOUNCIL INITIATING PROBLEM, ISSUE,OPPORTUNITY Explain the situation or conditions that created a need for your project or request. ADVANTAGES IF APPROVED Indicate whether this is simply an annual budget procedure required by law/ charter or whether there are speciHc wa s in which the City of Saint Paul and its citizens will beneflt from thfs pro�ecUaction. DISADVANTAGES IF APPROVED What negative effects or major changes to existing or past processes might this projecUrequest produce if k is passed(e.g.,treffic delays, noise, tax increases or assessments)?To Whom?When?For how long? DISADVANTAGES IF NOT APPROVED What will be the negative consequences if the promised action is not approved?Inabilky to deliver servfce? Continued high traffic, noise, accident rate?Loss of revenueT FINANCIAL IMPACT ARhough you must tailor the information you provide here to the issue you are addressing,in general you must answer two questiona: How much is it going to cost7 Who is going to pay? Committee Re ort C��C! � P Finance Meeting - August 21, 1989 7. Resolution 89-1342 - amendin t e 1989 budget by Approved transferring $25,000 from Co ti gent Reserve to City Clerk' s Office Records or fficial publication costs. (Referred from Counc"1 gust 1) . Resolution 89-1380 - allowin C'ty to contribute Approved 2-1 its portion of buy back pens n overage for Parks Department employee Edna Alf d. (Referred from Council August 8) 9. Ordinance 89-1266 - amending h ter 370 of the Laid over to 9/11 Legislative Code pertaining pointment of members to the Board of Exami er for Certificate of Competency holders. (Refe re from Council July 25) 10. Ordinance 89-895 - amending C ap er 33 of the Admin- Laid over istrative Code pertaining to ei bursement for car indefinitely expense by providing a monthl i crease for elected officials. (Referred from Co nc 1 June 15, laid over July 31 ) 11. Administrative Order D-XXXX - Bu get revision Committee recommends in Public Works for computer qu pment. that resolution be prepared recommending approval. 12. Sale of single family rehabil ta ion loans to Approved Neighborhood Housing Services of America and use of loan sale proceeds. (Refe re from Housing and Redevelopment Authority J ly 26) 13. Resolution 89-1426 - amending th 1989 budget and Approved adding $24,240 to the Financi g nd Spending Plans for General Fund PED 1990 U.S D cennial Census. (Referred from Council August 15 14. Administrative Order D-10322 a thorizing payment No action required not to exceed $1,200 to Peter Ha es for preparing history of the Latimer years. ( eferred from Council July 27) 15. Resolution 89-1346 - determin ng that neither over- Laid over to 9/11 time pay nor formal compensat ry time is authorized for unclassified appointed em lo ees and that any overtime hours recorded are e ro eous and to be removed from payroll records. ( eferred from Council August 1) 16. Resolution 89-1347 - authoriz'ng the use of paid Laid over interns in 1990 for each Coun il ember for up to a indefinitely maximum of S00 hours per year an that the Director of City Council Investigation an Research Center include funds in the proposed Ci Council Legislative budget. (Referred from Counc'1 gust 1) . . .. ... . _ .. . . . . . . . ... .... . � .� ...._....<,�:.� =. %��. °� CITY OF SAINT PAUL . �� ' .� 'Jii�tSi;il .�... OFFICE OF TAE CI'1`Y COIINCI7. Committee Report Finance, Manaaement. & Personnel Committee August 21, 1989 � 1. Approval of minutes of July 31, 1989, meeting. Approved 2. Resolution 89-1218A - amending the 1989 budget by Approved adding $15,733 to the Financing & Spending Plans for Special Projects-Police, Uniform Crime Reporting Grant; (Referred from Council July 11, laid over July 31) ; and Resolution 89-1218B - authorizing a Federal Uniform Approved Crime Reporting agreement with the Bureau of Criminal Apprehension. (Referred from Council July 11, laid over July 31) 3. Resolution 89-1279 - amending the 1989 budget by Approved adding $15,696 to the Financing and Spending Plans for removal of hazardous waste dumped in Lilydale. - (Referred from Council July 20) 4. Resolution 89-1280 - amending the 1989 budget by Denied adding $68,625 to the Financing and �pending Plans for Personnel Office salary market study. (Referred from Council July 20) 5. Resolution 89-1301 - amending the 1989 budget by Laid over to 9/11 adding $42,445 to the Financing and Spending Plans for the Rental Dwelling Registration Program. (Referred from Council July 25) 6. Resolution 89-1341 - amending the 1989 budget by Approved adding $23,650 to the Financing and Spending Plans in the City Clerk' s Office for official publication costs. (Referred from Council August 1) CITY HALL SEVENTH FLOOR SAIN? PAUL, MINNESOTA 55102 e�.a ��-,��v _ ,� � C � ��.�I.�, E�. GIT F SAINT PAUL � `'1 � �� iiii'ii tn � h � � OFFI F. F TAE CITY COIINCIL � BOB LONG ---- ------- _ _ _ MARY ANN HECHT Counciimember Legislative Aide June 20, 1989 Mr. Ron Guilfoile Risk Management Division 900 Commerce Building St. Paul, Minnesota 55101 RE: EDNA ALFORD - PERA Dear Ron, I have seen your response to our o fic regarding the situation of Edna Alford and request that your proceed with the re aration of the paperwork necessary to participate in the buyback of Ms. Alford's PE ime as stated in your memo. I will sign off on the resolution as oo as it is ready. I look forward to closure on this matter and know Ms. Alford is a 'o to have this completed too. Be regards, Bob n Councilmember BL/mah cc: Edna Alford CITY HALI. SEVENTH FLOOR SA1NT PAUL, MINNESOTA 55102 612/2yg-4473 ��p46 _ ,...� �'��'-�� _ .�: CI Y OF SAINT PAUL INTERD A TMEN7'AL MEMORANDUM T0: Mary Ann Hecht i FROM: Ron J. Guilfoile�• i DATE: June 16, 1989 RE: Edna Alford - PERA Sit t' n I met with Jim Lombardi, Jim y er, and Gary Norstrem to discuss Ms. Alford's PERA situation. Specifically, w considered the buyback proposal as defined in State Legislation CF 89-16 8, 2-08-89 (HR-1079, SF-1038) . Prior to our meeting, Gary No st em contacted representatives from PERA. Based on Gary's information a d he facts surrounding Ms. Alford's employment status with the City, we reco e d the City pay the employer portion plus interest of Ms. Alford's tota P RA contribution for the defined payback period. Ms. Alford would be es onsible for her share plus interest of the PERA payment. It is evident ha Ms. Alford was eligible for employee/employer contributio s uring the employment period defined in the legislation. The total cost to the City is es imated to be between $2,500 and $3,000. The cost to Ms. Alford would be b tw en $1,500 and $2,000. The variance is due to the fact that interest must b p id to the date of payment which is not determined. If Councilmember Long agrees it the staff recommendation, I will request the City Attorney's Office draft r solution to authorize the City payment. RJG:lm cc: Gary Norstrem Eugene Schiller Jim Snyder LeeAnn Turchin • . � G��--�,3�0 CITY F S INT PAUL �, INTERDEPART N l MEMORANDUM ��r�,„o �.�,��;� JV� � �^,`�;�.� 1�, 1989 � T0: LeeAnn Turchin � "��'� �, '"11�`'' � �� FROM: Ron J. Guilfoile�� DATE: May 30, 1989 RE: PERA Buy Back Proposal - F.U. 1384 I have attached a memo to me fro M ry Ann Hecht and additional background information which gives a descri ti n of the PERA Buy Back Proposal . I will be meeting with Jim Snyder, Gary No strom, and Jim Lombardi this afternoon to discuss this issue. I will upda e ou after the meeting. RJG:Im Attachment � _ -- � �-�;./3�0 , OFFICE OF THE MAYOR , RFCEI�E p , �, h1A;� � ., 1 OFFICE •. ,. ��9 Z r DEpAl�TMENT E��RECT � S �A��AG�M NT SFR N�f Vj�ES � FROM: Jean Rie Mayor' s f ice DATE: �; � �� 1 RB: Fol low- p o. �� DUE DATE:'J/�� Prepare le ter for the Mayor' s signature V Prepare up ate memorandum for the Mayor Prepare e cutive summary/background for the May r Forward a copy of your response/reply to the att c ed letter for the Mayor' s review Other: Please prepare t e information and return it� along with original re u st material to Jean Ries , 34? City Hall . If you have any questions on this � request, please co tact me at 298-4323 . Thank you for y ur assistance . cc: � - - • ' . . _ �,��I'/.��o - � _ : r CITY F 5 INT PAUL RECEIYED INTERDEPARTM NT L MEMORANDUM MAY � 3 1989 �(��%��s�� Urf��4F T0: Mary Ann Hecht � �— �- ' '�' \ ' FROM: Ron J. Guilfoile � �—' DATE: May 19, 1989 RE: PERA Buy Back Proposal �` I have received the information c nc rning Edna Alford, a City employees, and her PERA situation. The appropri te City staff have been contacted and will be meeting on Tuesday, May 30 to is uss the situation and Representative Orenstein's request. I should be ab e to forward a staff recommendation to you by Wednesday, June 7. I will b glad to meet with you after you have had the opportunity to review the st ff recommendation. RJG:Im cc: Eugene Schiller l.eeAnn Turchin :.�� "�� ITY F SAINT PAUL INTERDEP RT ENTAL MEMORANDUM � �-�C 0��i�=;'��--� �(- ------�: ,,; ; ,, ; �' ;? MAY 3 l � � : �.! L/';j. To: Ron Guilfoile ✓ � From: Jim Snyder Date: M , 1989 Re: Edna Alford - PE d FICA Attached are the materials n his subject. It is our opinion there wou d e no social security obligation to the City. Corrections can nl be made for a three year period - plus the current year. T e fore, the only decision to be made is on the PERA for which we h e the numbers. JAS/ts ?. ..� �dr��/��v : CITY OF AI T PAUL INTERDEPARTME T^ MEMORANDUM T0: Mary Ann Hecht FROM: Ron J. Guilfoile DATE: May 19, 1989 RE: PERA Buy Back Proposal I have received the information con e ing Edna Alford, a City employees, and her PERA situation. The appropria e ity staff have been contacted and will be meeting on Tuesday, May 30 to disc ss the situation and Representative Orenstein's request. I should be bl to forward a staff recommendation to you by Wednesday, June 7. I will e lad to meet with you after you have had the opportunity to review the staf r commendation. RJG:Im cc: Eugene Schiller LeeAnn Turchin � . ��d CITl' SAINT PAUL �iii'ii'i;. = OFFIC O THE CITY COUNCIL BOB LONG MARY ANN HECHT Councilmember y 1.� 1989 Legislative Aide T0: RON GUILEFOILE FINANCE DEPAR27N - SK MANAGII�1El�1'T �' ('�, � -� ,�.� � �� 1L _. � r(- - -- --- �.toM: r�xY � �cxT �. ( i MAY I 7 � RE: PERA BUY BACK PRO OS � • ��j�, As follow-up to o p one conversation, I am sending you a copy of the information provide t 's office by Rep. Orenstein's Office regarding a City employee, Fdna A1 ord. The information I have is that Ms. Alford was informed by Earl Be 1 of Parks and Recreation that she was not eligible to participate i.n as a part-time employee when she began working June 25, 1979. She la er learned that was not the case and bought back as much of the time as she co d, but there zs�a limit on how far back an employee can buy back, so St te legislation was necessary to permit her to go back and cover the perio f om 1980 to 1985. It is my understanding that this legislation does not eq 're consent from the City, as it does not require the City to contrib te ything. It is Rep. Orenstein's idea that the City should pay $2446. the $4022.94 required to buy back 1980 to 1985. That reflects the int e , with Ms. Alford paying the remainder. Rep. Orenstein's reasoning is t t . Alford would not be in this situation if she had been given accurate ' o tion when she began working for the City. It strikes me that th re is a policy issue involved here as well as a financial/budget one d fairness issue. I do not know how these various claims are to be sorted ut but would appreciate some advise after you have consulted with ot er City staff. Call me if I can be of further help and/or ifZneed to ncluded in the discussions. Your assistance is ap reciated. C /mah attachment CITY HALL SEVENTH FLOOR SAINT PAUL, MINNESOTA 55102 612/298-4473 S 46 _� � ��d To : Howard From: Angie Re : Constituent Edna Alford a d pension eligibility Edna Alford , 2101 Randolph ecame employed with the City of St . Paul Highland Golf Course a a seasonal employee on June 25 , 1979 . She was told be her superviso , Earl Bell that she was not eligible for a pension through PERA be a se she was only a seasonal employee . At a later date , she was made a are that she was eligible for PERA and inquired in�0 her her sit a ion . She called PERA and talked to Dorothy Linn who said that so e imes people like her fall through the cracks and do not make pa m nts into PERA because they are not aware that they are eligible , rs . Alford said that she was willing to pay for her back payments , a d she asked PERA to help her . Under the Statute of Limitations , s e was only al�lowed to make back pay- ments for three years prior t er notification date to PERA, but before the three year period , she was unable to make payments unless legislation was enacted . Mrs lford is willing to pay the present value ( amount + interest ) ..£o t p.eriocl ^f •1ii^p �� , iQ79 �o�g}� �ul_y___31_1 198�,�the mi ssi ng pe i od, i f 1 egi sl ati on i s enacted al 1 owi ng her to do this . I have talke to Larry MaPtins , Director of the Commission on Pensions and Re irement , and he has been helpful in drafting legislation that wou d allow Mrs . Alford the chance to make her back payments into PERA. I alked to Mrs . Alford today and she said again that she was wilji g o make all of the back payments for the period missed and was �ot wiljing to make back payments into Social Security, under this 1 gislation it would only apply to her pension benefits . � ` .,. ,�,��3�� ✓� ' Y 02/08/89 [REVISOR J XX/CF 89-1668 µ�, IU� q I SF ID3$ ( �l� l. � . 1 A i 1 for an act 2 relating to retireme t public employees retirement 3 association; author ' zi g the purchase of service 4 credit by certain c' ty of St . Paul employees . 5 BE IT ENACTED BY THE LEG SL TURE OF THE STATE OF MINNESOTA: � 6 Section 1 . (PURCHA E OF CREDIT FOR CERTAIN PRIOR SERVICE. ] 7 Subdivision 1 . [EL G BILITY. ] A Qerson who was born on 8 October 1 , 1925 , who wa a member of the ublic em lo ees 9 retirement association s f Decem jr 1 , 1988 , who is a seasonal -� �hp city of S . Paul at the Hi hland olf course, *��0 25 , 1979 and . .� ��-��o ti . 02/08/89 (REVISOR ] XX/CF 89-1668 1 the ublic em lo ees retire e t association until, and 2 retirement at , the a e at hi h the minimum re uirements oF the 3 retirement association for n rmal retirement , includin 4 Minnesota Statutes , sectio 56 . 30 , are met with the additional 5 service credit urchased, n also assumin a future salar � ' 6 histor that includes ann al salar increases at the rate of 6 . 5 r. 7 ercent . The erson re u st ' n the urchase of rior service 8 shall establish in the re o ds of the ublic em lo ees 9 retirement association r o of the service for which the 10 urchase of rior servic i re uested. �he manner of the roof 11 of service must be in ac or ance with rocedures rescribed b 12 the executive director o e ublic em lo ees retirement 13 association. 14 Subd . 3 . (PAYMENT; C EDITING SERVICE. ] Payment must be 15 made in one lum sum, u le s the executive director of the 16 ublic em lo ees retire e t association a rees to acce t a ment 17 in installments over a e iod not to exceed three ears from the 18 date of the a reement , i h interest at a rate deemed 19 a ro riate b the exe ut ve director . The eriod of allowable 20 service ma be credite t the account of the erson onl after 21 recei t of full a men the executive director . - ---�^�*�r- FMPLOYER PARTIAL PAYMENT. � Payment must --' �.r _�. � f ;��'-�3�� H� 13 n a�l�Yh�,� u n n o►-n P� R.Q c�,((� • ��hq � I(�✓�l .�t- p� 3 yo Z2 . 9 y �hi�c.h �ar�'�ef {� G � �, 3 1 rn a r�� -pe��5�or� c,�.e. � �e. �n bv i� J- j'hq}� ma�.j h-� p�u�L h-y � o��e�'nm�� I�ad,v� � U� vf S �• p�r ul ) ,�s a Z yyb .�/ �h �r�h �f .(�,� I�h�, i e.1��- �"t->>.1 �,vr�our��-- u��l�L �� h-e �'vb�YD� c. lvarr� �1�,e_ ��' y0 Z� .�/y, , �� . ,, , � , . �� . ��-��o � � � � �� i�� . r�� 2 0 �9 November 10, 1987 COUNCILMEMBER ' 80B LONG Edna Alford � q0 � "�.y 7 � 2101 Randolph ( St. Paul� MN 55105 � �f � g 3 �� Howard: I spoke with Mrs. Alford 11/1 r garding her pensi'on situation. She became employed at the Hi h and 18 Hole Golf Course (1403 Montreal ) in 6/79. At that t me she was told by Earl Bell , who was then Superintendent o arks and Playgrounds, that she did not qualify for a pen i n through the city. �She beca«�e certifed as a Refectory Atten e t in 1980 and she recently was allowed to join PERA and a allowed to go back to 12/85 . She wants to go back to 1980� w ich was when she became certified. Sh�e also said something about s cial security, but it appeared to be a separate issue so I t o ght I would let it go until this first thing is cleared u . I called Cynthia MacDonald, A m nistrative Assistant, Public Employees Retirement Associat ' o , on her behalf. Ms: MacDonald informed me that eligibil.ity o �PERA was dependent upon your income� i .e. �, you must make a m nimum of $325.00 a month to participate. She also let me k ow that people in Mrs. Alford' s 4' situation do fall th�rough the c acks at times, however. She is going to have the Benefits M nager call Mrs. Alford today and get her history. They wi 1 then research her case and hopefully� do somettiing abou i . Do you want to send a letter to Mrs. Alford? Bon + : � � : ��,�� ✓�� , i�' � � 9 ? `-��.� /97� ya �� 9� �� . , �go � U�'-� �' � /�o i�o �� s ��- .��0 0 � �l'K—�'�� 3 I� c1� /9�l l( � � �,� io. y� � l� � ��- �� `�� q�� i,�. �' _ �la�- ° 9 �3 Q �'�' . , , . b . V`�✓�VW�..i�� ' . � � � � � c� OC�'�o� - (� �o�� • � ��D 11-c�o��.� O[�• V��-� � ' . `�� c . /,��e /�'I�� , � `�� '; - � J � }�.�. ,� � �.-s�i�x' �:i: .d � i:.:: - ' ',.., � ..:., _ .w.•-:,-...:.. ��,...r.. . . __ . . � +,r4 ,i Jr 'd� •,� :t�'��- . m .•1J'l i-a Y ..Y". iY ••�. . •'aas��M.�+.r�� y � ••. • . � . � . . . � , . . : . . . � :;._ :._ . _.. .. �� _. . ��j'.-il��`D ; : , PUBUC EMPi.OYEES� R MENT ASSOCIATION : , �; 514 St. Peter Street, Sui e , St. .Paul� MN 551OZ�. '�: _ PERA OFFICE U$E: ; �`•��" � . ,.._.. , . .Telephon� (612) 29 .7460+�:. ... : 4�'��.ss' '. . . .. . . � � .. .. , , , • . .. . .�� •`. l••'_ v�. ' MEMBERSHIP - BE11lEFICI Y MEJADDRESS CHANCE''' '�SG °� `� � �� . , . . . � �9a= � ;.,: NSTRUCTIONS: Use this fortn to report s NEW, REINSTATIN OR TfiAl�SFERRING EMPLOYEE (eompleta Employer ��' .••, •= +",:;`�� md Employee sections►, BENEFICIAAY CHMIGE (complete Nam resa. Beoeficiary linea and sig�), and NAME :'.�:ry )R ADDRESS CHANGE (complete Full a�d Fortner Name, Addre s li es. and sign). Employee complating thi: for� +�; {� 2 5 :. :��:. ;hould read roverse side fo� im rtant fact: about the i�forma ion e uested. • ,,{' �"� -'E,•;�'• . . . . . . . . :'��.;4 : . •:: 7 � , : „ . �%•C� . ' •=ti ` NOTE CNECK CURRENT SALARY AND STATUS REDUIREM NT TO ENSURE�PERA ELIGIBIUTY. BeginninA Employment Date �'�� .��,� Unit Na Governmental Subdivisio�'and Departme • � , Month Day Year :� �.«�., . 7370 � Community Services: - Parks & Re reation - Labor "•' � 6=25-79� • .,�, Oate PERA Deductions Bega� (IMPORTANT: If diffe�ent fro b ginning amployment date i�serted above, include explanation.( ;�;� 5-23-87 Seasonal Pt. Time `�at own r qu st. . . . : � � �• Position Title Is this an elected position7 Yes (Have employee reqd section on reverse side) No , Refecto Attendant - Emp oye(s Signature Titl • Oata ; r - a�ro 1 u ervisor II 6-5-87 � Ha e you ever been or are y u now a m er of PERA? Ye " Previous/Current PERA Membe� l.c: ;,�;�� . �"S`.: •If yes, pleasa completa Reco�d of Pu li Service sectio on reverse side. . Reason fo� completing form: � New, Rainstating,.Transf rri� Employee; Change of: � 8eneficiary � Name � Address Have you ever been a member of any other Minnesota pub ic � tiremant system? [� Yes• � No ' �• "If yes, name system and dates of inembership: . Soc. Sec. No. � Male F inale Birth Date: Month Day Year 557-26-9275 , • Oct. 1, 1925 Name PRINT (Last) (First) _ • (Middle Initial) (Former name(s), if a�y) ' �, Alford � Edna M. � =� Addross PRINT (Number and Street) , . . . 2101 Randol h Av. - � • � ' C�ty . t State Zip Code St.. Paul Mn. 55105 �ESIGNATION OF BENEFICIARY: By designating a beneficia , y u are providing the Public Employees Retirement . Association (PERA) with explicit instruciions fo� distribution f y ur employae contributions ahe� your death. 8efora making a designation, particularly one in which you �ame ore than one person, please read options A, B. and C below. ' I hereby revoke all previous desig�ations of berseficiary, if a y, hich may appear oc� PERA reco�ds and :ubstitute: List Full Name of Each Person Relatio�ship' Addrass (Street City, State, Zipf i. d � . �I � �� o dlo o ST �.. ) SSIu , . Z . , 3. . , , 4. � 5. .. (Space for additional namas is provided on reverse sid .) -..,.,..._.... '• •If spouse is named, insart birth date: — / O — a .r IMPORTANT: If more than o�e person is designated, dist ibut � i�structions must be sbsoluteh� clear. The choices are: Il MORE THAN ONE BENEFICIARY: Each surviving benefi ia to receive aqual shares. " B.. CONTINGENT BENEFICIARY: Fint named to receiva fu I.re nd. If not living, next named survivors to `4;"� receive equal sharos. : = :. ,_ • •. � . :. . �.. , . . . , . • . '��'' , C. OTHER: Explain fully the manner in which you wish y ur ontributio�s to.be distributed aher your death. • �.. ;� ._ . . • .. . . . . . . . _ ..... ... . , . et, tf you named mo�e than o�a perso�, placa Me {ette� (a or ) which �apresents distributio� �r.ctf;od you choose: a ' '•� •i ate ig�ature of mp oyee �n a marr� an, o nct use �isband's �rst neme. ` � 6•- "1- g 'l ; . . � .- � � . . . � ��i�.3�° . , - . . ,: . � _. o� �� . DA� = oa� 29, }�7 DEPARTMENT . . � .. tiY.lte tmlti , ' FROM . �� sua�x,.'�r : � city oftst Awl ° �sic Fi�rst lfetiiw�al Bn�1t aa.aent � 2'l.t,239•96 ''"" <�. +� $ 1�P.4g i�et�sut bal aDa P�es �Ilto�d � 407166 � � ' 3 i . j oRM s � SALA DUCTION REPORT C%' ��: •.ttachedis rem�tta� made peyable to the Public Employees Retir men Association(PERA) �presenting em . yee contributlons to be credited to the accounts f ine bers listed belo��•,with corresponding employet and additional � mployer co Outions,all at rate�specified by law. interest due on late ayments;see reverse side. � � i ' , � .. � PERAMAILEDDATE UNITNO.•UNIQUECODE ST PAUL CI'I'Y—SUPPLF:IfE2d•iAL PPiYR�O ECEIVED—S-2II"� / PAYPERI FROM THRU MO. i DAY �YEAH MO. � DAY I YEAfi � � � i ��'��T TU ::E CERTIFIED � ;� �'T W ' ' SEE EV RSE FOR CODES � PAID DATE � MEMBER NAME OF MEMBfiR AND TYP OF STATUS CHANGE GROSS A.NT. BAS1C FUND COOR. FUND POLICE& Fl N:lMBER SOCIAL SECURITY NO. D E EECTIVE DATE EARNED 89'0 4� 8`J6 .07�r a , ., - , � �- b- -� to 5-2?.-E's � � - - �• r� t: C` r r F. � ^�j �S �_+ • af $1,97�. 1u and c'� ��: o th� Fi.:st natioria:,. D ' � � :� �.�- ;. , .,•� 1 1.. � � !Y �r..i, e7n7 �� ^ 7 i �ri3iti-�d to accoun . �=r2-d.�i�:'�'" .. 'J!T�.l.tl-c� -a;;� J ��r. �+- �'1n.�� :1 O '"j c:��t� �o aecaun � ?:09. , � ��;3�'� — i�: t . d . �1GN LAST PAGE AND ANY PAGE RO S EARNINGS(TOTAL EACH FUND) ' HOWiNG LOA,LAYOFF.OR RETURN ROM LOA.LAYOF� B�o 4�0 8°Jo . OT EMPLOYEE CONTR[BUTIONS �7� `7 8ryo 49'0 12% AUTHORIZED SIGNATURE OT EMPLOYER CONTRIBUTIONS OT ADDITIONAL EMPLOYER 2'�'% ��'qO CO R1BUTiONS TiTLE , RAND TOTAL CONTRIBUTIANS 9 7 �2 7 YOUR PHONE NO. 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