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HomeMy WebLinkAboutItem 03 Approval of New Appointment to the General Employees’ Pension Board of Trustees ocoee florida AGENDA ITEM COVER SHEET Meeting Date: November 16, 2021 Item # 3 Reviewed By: Contact Name: Kathy Heard Department Director: Contact Number: Ext. 1023 City Manager: /•�,��" '�— Subject: New Appointment to the General Employees' Pension Board of Trustees Background Summary: Trustees for the Pension Boards serve four (4) year terms, as amended in Ordinance 2009-020. The City Commission appoints two (2) of the trustees, two (2) are elected from the employee body, and the fifth trustee is chosen by those four (4) trustees and presented to the City Commission for certification of the appointment as a ministerial act. The term of Trustee Jean Grafton expired on September 30, 2021, which has left one seat vacant. An application was received by Tammy Brown who has shown an interest in being appointed to the General Employees' Pension Board of Trustees for a term ending September 30, 2025. At this time no other applications have been received for serving on this board. Issue: Should the Honorable Mayor and City Commissioners consider appointing Tammy Brown as Trustee for the General Employees' Pension Board of Trustees? Recommendations: Staff recommends that the Honorable Mayor and City Commissioners consider appointing Tammy Brown as Trustee for the General Employees' Pension Board of Trustees with a term ending September 30, 2025. Attachments: Application Board List Financial Impact: N/A Type of Item: (please mark with an x') Public Hearing Fo Clerk's Dept Use: Ordinance First Reading X Consent Agenda Ordinance Second Reading Public Hearing Resolution Regular Agenda x Commission Approval Discussion& Direction riui► rug! APPLICATION FOR SERVING ON CITY BOARDS Please use this form to apply for appointment to a citizen advisory or quasi-judicial board. Completed applications must be signed and submitted to the Ocoee City Clerk, 150 N. Lakeshore Drive, Ocoee, FL 34761 or faxed to 407-905-3168. All submitted applications are public records O( ()(k( ' under Chapter 119,Florida Statutes,and are open to inspection by all persons. ftoricla Name E-mail14/rinry eq.04.14/ Address doao Home Address Home Telephone e p one Place of Work(Name) /4GGK ►/-C r Position (Title) / Business Address 7.A13 /),'TJ' ,v C2IT 4 32969 US Citizen?©Yes LINo Registered Voter?Ores Do District# jL City Resident at Least 6 Months?EYes EiNo City Employee? Des �!o Dept. Presently Serve on Quasi-judicial Board?JYes t/No If yes, please describe State law prohibits service on more than one quasi-judicial board or elected/appointed office. Please indicate the board(s)for which you seek appointment by the City Commission. Financial disclosure and/ or background checks are required for certain citizen board members; see footnotes. Citizen Advisory Council for Fire Dept.2 Parks & Recreation Advisory Board2 Citizen Advisory Council for Police Dept.2 Planning&Zoning Commission) Code Enforcement Board& Personnel Board General Employees' Retirement Trust Police Officers' and Firefighters' Retirement Trust Fund Board of Trustees1 Fund Board of Trustees1 Human Relations Diversity Board2 1 Financial disclosure forms must be submitted after appointment to a quasi-judicial board. 2 Background checks are required before a member may partic'pate in public-contact events. Have Attended at Least 1 Meeting of Requested Board(s)? Yes ENo You are strongly encouraged to attend at least one meeting of any board for which you seek appointment prior to submitting your application. ll Please describe your qualificat�iv�s for each board indic ed above .Sf/f,' i9ti /f.(/ By my signature below, I a est that the rmation provided herein is true and correct, and I acknowledge and agree that a backgr 1d check will be r quired when my duties include contact with the public. Signature Date // 2 / You attac additional s rting i ation. Applications are valid for one (1) year from the date of submission. Please direct any questions to the Office of the City Clerk, 407-905-3105. General Employees' Retirement Trust Fund Board of Trustees Commission Appointed Email Term Expires Patricia Gleason,CPPT pgleason@cfl.rr.com 9/30/22 Vacant Board Appointed Email Term Expires Bob Briggs, CPPT-Trustee bobbykbjr@yahoo.com 9/30/22 Elected by Employees Email Term Expires Gary Gleason ggleason(a,ocoee.org 9/30/25 Gequita"Gee"Cowan,CPPT gcowan@ci.ocoee.fl.us 9/30/22 City Liaison Email Term Expires V. Eugene Williford,III gwilliford@ci.ocoee.fl.us N/A Human Resource/Risk Manager CONSULTANTS Attorney: Pedro A.Herrera,Esq. pherrera@sugarmansusskind.com David Robinson,Esq. dobinson@sugarmansusskind.com Jessica De la Torre Vila jess@sugarmansusskind.com Sugarman Susskind (305)529-2801 100 Miracle Mile (305)447-8115 fax Suite 300 Coral Gables,FL 33134 Actuary: Douglas Lozen/Drew Ballard (239)433-5500 Foster&Foster,Inc. (239)481-0634 fax 13420 Parker Commons Blvd.,Suite 104 data@foster-foster.com Fort Myers,FL 33912 Auditors: Richard Cristini/Jeanine Bittenger (727)734-5437 Davidson,Jamieson&Cristini,P.L. (727)733 3487 fax Certified Public Accountants rac@djcpl.com(Richard Cristini) 1956 Bayshore Boulevard jb@djcpl.com(Jeanine Bittenger) Dunedin,FL 34698-2503 hj@djcpl.com(Harry Jamieson) Monitor: Timothy J.Nash ANDCO.CONSULTING (866)240-7932 4901 Vineland Road,Suite 600 (863)292-8717 fax Orlando,FL 32811 timn( ,andcoconsulting.com Direct:(863)904-0866 Mobile:(407)902-3739 Custodian: Lynn Skinner Lynn.Skinner@Salemtrust.com Salem Trust Company (813)301-1603 1715 N.Westshore Blvd.#750 Tampa,FL 33607