HomeMy WebLinkAboutItem #03 Reappointment to GEPB
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AGENDA ITEM COVER SHEET
Meeting Date: September 21, 2010
Item # 13
Contact Name:
Contact Number:
Melanie Sibbitt
Ext. 1026
Reviewed By:
Department Director:
City Manager:
~
~
Subject: Reappointment to the General Employees' Pension Board of Trustees.
Background Summary:
Trustees for the Pension Boards now serve four-year terms, as amended in Ordinance 2009-020. The City
Commission appoints two of the trustees, two are elected from the employee body, and the fifth trustee is chosen
by those four trustees and presented to the City Commission for certification of the appointment as a ministerial
act. Trustee Patricia Gleason has indicated she is willing to serve another term if appointed. At this time no other
applications were received for serving on this board.
Issue:
Should the Honorable Mayor and City Commissioners reappoint Patricia Gleason as Trustee for the General
Employees' Pension Board of Trustees?
Recommendations
Staff recommends that the Honorable Mayor and City Commissioners reappoint Patricia Gleason as Trustee for
the General Employees' Pension Board of Trustees.
Attachments:
Board List
Financial Impact:
N/A
Type of Item: (please mark with an "x")
Public Hearing
Ordinance First Reading
Ordinance Second Reading
Resolution
X Commission Approval
Discussion & Direction
For Clerk's Deat Use:
_ Consent Agenda
_ Public Hearing
X Regular Agenda
_ Original Document/Contract Attached for Execution by City Clerk
_ Original Document/Contract Held by Department for Execution
Reviewed by City Attorney
Reviewed by Finance Dept.
Reviewed by ( )
N/A
N/A
N/A
General Employees' Pension Board of Trustees
Updated January 7, 2010
COMMISSION APPOINTED
TERM ENDS
CONTACT INFORMATION
Jean Grafton (Secretary)
452 S. Lakewood Ave.
Ocoee, FL 34761
9/30/2013
407656-4224 (H)
407 929-4369 (C)
mgrafton@cfl.rr.com
Patricia Gleason
14 Floral Street
Ocoee, FL 34761
9/30/2010
407 654-5358 (H)
407913 3409 (C)
pgleason@cfl.rLcom
BOARD APPOINTED TERM ENDS CONTACT INFORMATION
Wendy West (Vice-Chairman) 9/30/2010 407 880-4604 (H& W)
P.O. Box 1028
3460 Big Eagle Drive 321 276-3602 (C)
Ocoee, FL 34761 wendywest@cfl.IT.com
ELECTED BY EMPLOYEES TERM ENDS CONTACT INFORMATION
Russell Wagner (Chairman) 9/30/2013 407 909-9557 (H)
3090 Kentshire Blvd. (Res) 407 405-4060 (C)
Ocoee, FL 34761
City ofOcoee (Office) 407905-3100 ext. 1016 (W)
150 N. Lakeshore Drive 407905-3158 (Fax at Work)
Ocoee, FL 34761 rwagner{{V,ci.ocoee. fl. us
David Wheeler 9/30/2010 407 877-8776 (H)
713 Vandergrift Drive (Res) 407 509-3289 (C)
Ocoee, FL 34761
City of Ocoee (Office) 407 905-3100 ext. 1504 (W)
150 N. Lakeshore Drive 407 905-3151 (Fax at Work)
Ocoee, FL 34761 dwheeler{{V,ci.ocoee. fl. us
CITY LIAISON
James Carnicella
Human Resources Director
150 N. Lakeshore Drive
Ocoee, FL 34761
407 905-3154 (W)
407470-4036 (C)
407905-3116 (Fax at Work)
i camicella@ci.ocoee.fl.us
CONSULTANTS
Attorney:
H. Lee Dehner, Esq.
Christiansen & Dehner, P.A.
63 Sarasota Center Blvd., Suite 107
Sarasota, FL 34240
941 377-2200
941 377-4848 (Fax)
nora([V,cdpension.com
Actuary:
Douglas Lozen / Bradley Heinrichs
Foster & Foster, Inc.
13420 Parker Commons Blvd., Suite 104
Fort Myers, FL 33912
239433-5500
239481-0634 (Fax)
data@foster-foster.com
Monitor:
Joseph Bogdahn / Michael Welker
Bogdahn Consulting, LLC.
340 W. Central Ave., Suite 300
Winter Haven, FL 33880
863 293-8289
863 292-8717 (Fax)
i oeb@bogdahnconsulting.com
mikew@bogdahnconsulting.com
Custodian:
Kimberly Kutlenios
Fifth Third Bank
200 E. Robinson St., 9th Floor
Mail Drop: MBLE9B
Orlando, FL 32801
407999-3027
321 445-3047 (Fax)
kimberly .kutlenios@5 3 .com
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Sibbitt, Melanie
From: pat gleason [pgleason@cfl.rr.com]
Sent: Wednesday, September 15,20108:59 AM
To: Sibbitt, Melanie
Cc: Johnson, Rus~
Subject: Re: Reappoint to the General Employees' Trust Fund
Good morning Melanie,
Thank you for notifying me that my appointment as a Trustee for the Ci~ of Ocoee General Employee
Trust Fund is due to end Sept. 30 2010.
I would like to seek reappointment to the position of Trustee again for a full 4 year term.
I was originally appointed to the board in Jan. 2010.1 attended my first board meeting on Feb 3 2010.
Next, I attended a Trustee School in Jacksonville Feb.7-10 2010, where I passed the basic test on my
way to becoming a Certified Public Pension Trustee.
I further increased my knowledge about the Florida Public Pension Trustees Association (FPPTA) at the
26th Annual Conference June 27-30 2010 in Naples, Florida.
I appreciate the investment the Ci~ of Ocoee has made in me. I look forward to continuing to develop my
skills and abilities, to serve as a valuable member of the Board of Trustees.
Thank you for your consideration. Sincerely,
Patricia L. Gleason.
9/15/2010