HomeMy WebLinkAbout2018 05 10 Consent 300 Unapproved Minutes from the February 20, 2018 Regular MeetingBOARD OF TRUSTEES
AGENDA ITEM
ITEM 300
May 10, 2018
Regular Meeting
REQUEST:
Informational
Consent
X
Public Hearings
Regular
The Office Of The City Clerk Is Requesting The Board Of Trustees Consider And Approve The
Tuesday, February 20, 2018 (Rescheduled From Tuesday, February 13, 2018) Board Of Trustees
Regular Meeting Minutes.
ATTACHMENT(S):
A. Unapproved Copy Of The Tuesday, February 20, 2018 (Rescheduled From Tuesday,
February 13, 2018) Board Of Trustees Regular Meeting Minutes (5 Pages)
CITY OF WINTER SPRINGS'. FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING
FEBRUARY 20, 2018
(RESCHEDULED FROM FEBRUARY 1-3.22018)
The Regular Meeting of Tuesday, February 20, 2018 (Rescheduled from Tuesday.
February 13, 2018) of the Board of Trustees was called to Order by Chairperson David
Withee at 5:34 p.m. in the Commission Chambers of the Municipal Building (City Hall.
1126 East State Road 434, Winter Springs, Florida 32708).
Roll Call:
Chairperson David Withee, present
Vice -Chairperson Robin Paris, present
Board Member Steven Krohn, present
Board Member Cindy Sosa, absent
Board Member Barbara Watkins, present
Assistant to the City Clerk Antonia DeJesus, present
A moment of silence was held followed by the Pledge of Allegiance.
No changes to the Agenda were mentioned.
REGULAR AGENDA — PART I
REGULAR
500. Office Of The City Clerk
The Office Of The City Clerk Is Requesting The Board Of Trustees Hold An Election
For The Position Of Chairperson For Calendar Year 2018.
"I 110MINATE DXTIDWITHEE TO REMAIN AS CHAIR." MOTION BY VICE --
CHAIRPERSON PARIS. SECONDED BY BOARD MEMBER KROHN.
DISCUSSION.
VOTE:
CHAIRPERSON WITHEE: AYE
BOARD MEMBER KROHN: AYE
BOARD MEMBER WATKINS: AYE
VICE -CHAIRPERSON PARIS: AYE
MOTION CARRIED.
. t_z;;;0P
L
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
RRA AR METTINN6 - FEBRUARY 2,,). _?w8
(RF SC11FDtT1_ED FROM FFBRUARY 1. 2018)
PAGE 2 OF
REGULAR
501. Office Of The City Clerk
The Office Of The City Clerk Is Requesting The Board Of Trustees Hold An Election
For The Position Of Vice -Chairperson For Calendar Year 2018.
"I WILL CONTINUE WITH ROBIN PARIS AS VICE -CHAIR." MOTION BY
CHAIRPERSON WITHEE. SECONDED BY BOARD MEMBER WATKINS.
DISCUSSION.
VOTE:
BOARD MEMBER WATKINS: AYE
VICE -CHAIRPERSON PARIS: AYE
CHAIRPERSON WITHEE: AYE
BOARD MEMBER KROHN: AYE
MOTION CARRIED.
AWARDS AND PRESENTATIONS
100. Not Used
INFORMATIONAL
200. Not Used
Cliairlmrson Withee opened "Public lnjv)w ".
No one spoke.
Chairperson T1,7ithee closed "Public Input".
C'TM,- OFF VVINTER SPRINGS. FLORIDA
BOARD OF TRUSTEES
REGUILAR 7VIEFTINO - FFBRUJARY 20. -1018
(RESCHEDULM FROM FFBRUARY 13. 2u] 8)
PA( - A 3 OF
CONSENT AGENDA
CONSENT
300. Office Of The City Clerk
The Office Of The City Clerk Is Requesting The Board Of Trustees Consider And
Approve The Tuesday, December 5, 2017 (Rescheduled From Tuesday, November 14,
2017) Board Of Trustees Regular Meeting Minutes.
"I WILL MAKE A MOTION TO APPROVE THE MINUTES FROM LAST
MEETING." MOTION BY CHAIRPERSON WITHEE. SECONDED BY VICE -
CHAIRPERSON PARIS. DISCUSSION.
VOTE:
CHAIRPERSON WITHEE: AYE
BOARD MEMBER WATKINS: AYE
VICE -CHAIRPERSON PARIS: AYE
BOARD MEMBER KROHN: AYE
MOTION CARRIED.
1"11113A [exam talcIR, 10M]WHALN
PUBLIC' HEARINGS
400. Not Used
REGULAR
502. Finance And Administration Services Department
The Finance And Administrative Services Department Is Requesting The Board Of
Trustees Receive From AndCo Consulting The First Quarter Investment Return
Report And To Enter Into Discussion.
Mr. Dave West, Senior ('017S1111CM1, AndCo Consulting, 4901 Vineland Road, Suite 600,
07.16MC10, T'107461tl: referenced a letter from the Chief Executive Officer of AndCo
Consulting included in the "Investment Return Report" and commented further on current
his company.
On another note, Mr. West remarked on the recent stock market correction. its related
impacts. and overall market index performance, Mr. West then went over Pages 20. 21,
and 22, and reviewed one (1), three (3), and five (5) year numbers for various Funds and
Indexes,
CITE' OF WfNTFRSPRFtiG',. FLORIDA
MINUTFS
BOARD OF TRUSTEES
RFOULAR MFFTING - FEBRUARY 20. 2018
tRFS(l 1EDULFF) FROM FFBRUARY I - ' , . 20181
PAG E 4 0 IF 5
Mr, West turned back to Page 18 and commented on contributions, distributions, and
manager fees, asset allocation, guidelines related to asset allocation per Chairperson
Withee's suggestion. Mr. West then stated, "Great quarter — good way to start.",
Much discussion followed on real estate and energy investments, domestic and
international markets, market volatility. Treasury Inflation Protected Securities (TIPS),
rising interest rates, equity allocation, portfolio management, proactive and strategic asset
allocation, and the rate of return assumption.
Referring to Mr. West, Chairperson Withee inquired. "There were no specific
recommendations on your part for changes at this time?" Mr. West confirmed, "Correct."
Brief comments ensued on rate of return assumptions with remarks from Mr. West on fluid
ratios, portfolio management, and market volatility.
Discussion followed on the city's funding goals and the portfolio's impact on the city's
budget. With additional remarks. Mr. Shawn Boyle., Director. Finance and Administrative
Services Department noted, "It's also really imperative to at least the current administration
— we're going after to retire all our debt. The goal is — Kevin Smith, myself, and the other
administrators., when we walk out of here, we're going to leave you debt free. -
Additional comments.
M10FRAMY"
No Reports were given.
Chuh-I)erson FVithee opened "Public Input ",
No one spoke.
Chaiiperson kVithee closed "Public Input ".
ITY OF yIN'TFP SPRI\'G% F1 OPIDA
\11\"L TP -
BOARD OF TRUSTEFS
REUIAR NIEFTING — FFBRUARY 20] 8
(RE SCHEDUED FROM gra RUARYL 2018)
PAGE \O 5
Mosodism
Chairperson Withee aqjourned the Regular Meeting at 6:40 p.m.
RESPECTFULL 17 SUBMITTED:
ANTONIA DEJESUS
ASSISTANT TO THE CITY CLERK
NOTE: These Minutes weak &t 2018 Board ofTru.stees Regular Meeting.