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HomeMy WebLinkAboutItem 03 Approval of Appointment to the GEPB City of Ocoee ▪ 1 N. Bluford Avenue ▪ Ocoee, Florida 34761 Phone: (407) 905-3100 ▪ www.ocoee.org STAFF REPORT Meeting Date: September 1, 2026 Item #: 3 Contact Name: Melanie Sibbitt Department Director: Melanie Sibbitt Contact Number: Ext. 1026 City Manager: Craig Shadrix Subject: Approval of Appointment to the General Employees' Pension Board of Trustees. (City Clerk Sibbitt) Background Summary: 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 Patricia Gleason, who was appointed by the City Commission, expires on September 30, 2026. Ms. Gleason has indicated that she is not interested in being reappointed. An application has been received from Sandra Davidson, who has expressed an interest in serving on the General Employees’ Pension Board of Trustees for a term ending September 30, 2030. No other applications have been received for serving on this Board. Issue: Should the Honorable Mayor and City Commission consider appointing Sandra Davidson as Trustee for the General Employees’ Pension Board of Trustees? Recommendations: Staff recommends that the Honorable Mayor and City Commission consider appointing Sandra Davidson as Trustee for the General Employees’ Pension Board of Trustees to complete a term ending September 30, 2030. Attachments: 1. Board List 2. Board Application - Sandra Davidson, Ocoee Resident Financial Impacts: None Type of Item: Consent Updated 08/22/2025 General Employees’ Retirement Trust Fund Board of Trustees Commission Appointed Email Term Expires Patricia Gleason, CPPT PatricialgleasonLimey@gmail.com 9/30/26 Steven G. Sanders sgstayfocus@yahoo.com 9/30/29 Board Appointed Email Term Expires Gequita “Gee” Cowan, CPPT gcowan@ocoee.org 9/30/30 Elected by Employees Email Term Expires Gary Gleason ggleason@ocoee.org 9/30/29 Shannon Hopper shopper@ocoee.org 9/30/26 City Liaison Email Term Expires Jenetta Wilson Human Resource Director Jwilson@ocoee.org N/A CONSULTANTS Attorney: Pedro A. Herrera, Esq. pherrera@sugarmansusskind.com Jessica De la Torre Vila jess@sugarmansusskind.com Sugarman Susskind (305) 529-2801 (Main) 150 Alhambra Circle (305) 447-8115 (Fax) Suite 725 Coral Gables, FL 33134 Actuary: Douglas Lozen (239) 433-5500 Foster & Foster, Inc. (239) 481-0634 (Fax) 13420 Parker Commons Blvd., Suite 104 data@foster-foster.com Fort Myers, FL 33912 doug.lozen@foster-foster.com Kim Kilgore, Plan Administrator kim.kilgore@foster-foster.com Chrissy Stoker, Plan Administrator Auditors: Chuck Landers / Patrick Smith (850) 855-4617 Saltmarsh, Cleveland & Gund chuck.landers@saltmarshcpa.com 201 N. Franklin Street, Suite 1625 patrick.smith@saltmarshcpa.com Tampa, FL 33602-5816 Monitor: Brad Hess AndCo Consulting Direct: 407-520-5356 531 W. Morse Blvd., Suite 200 Fax: 863-292-8717 Winter Park, FL 32789 bradh@andcoconsulting.com Custodian: Lynn Skinner Lynn.Skinner@Salemtrust.com Salem Trust Company (813) 301-1603 1715 N. Westshore Blvd. #750 Tampa, FL 33607