HomeMy WebLinkAbout2006 04 25 Document Given Out Regarding Add-On Regular Agenda ItemDate: Apri125, 2006
DOCUMENT GIVEN TO THE BOARD
OF TRUSTEE MEMBERS ON APRIL 20,
2006 FOR THE APRIL 25, 2006
REGULAR MEETING REGARDING THE
ADD-ON REGULAR AGENDA ITEM.
CITY OF WINTER SPRINGS, FLORIDA
1126 EAST STATE ROAD 434
WINTER SPRINGS, FLORIDA 32708-2799
Telephone (407) 327-1800
DATE: April 20, 2006
TO: Board of Trustees Members ' v
THROUGH: Ronald W. McLemore, City Manager
FROM: Michelle Greco, Finance Director ~,
SUBJECT: City of Winter Springs 1/31/06 Meeting Requests
At the January 31, 2006, the following items were requested:
1) Sandra Turner, Retirement Plan Specialists, Inc.
Requested: GASB and Actuarial Report
Status: Given to Board Members after the meeting by Michelle Greco
2) Jim Linn, Lewis, Longman and Walker, P.A.
Requested: Changes to Plan Document
Status: Not complete. Jim Linn currently working on document.
3) Steven Alexander, Public Financial Management, Inc.
Requested: List of Pension Educational Workshops
Status: Will bring information to meeting on 4/25/06.
4) Molly Halcom, Trusco Capital Management
Requested: Performance Information at the end of the fiscal year -prior two years
Status: Will bring information to meeting on 4/25/06.
Please contact me at (407) 327-5960 if you have any further questions. We look forward to seeing
you on Tuesday.
CC: Debra Franklin, Deputy City Clerk
CITY OF WINTER SPRINGS, FLORIDA
1126 EAST STATE ROAD 434
WINTER SPRINGS, FLORIDA 32708-2799
Telephone (407) 327-1800
DATE: Apri120, 2006
TO: Board of Trustees Members !.//
THROUGH: Ronald W. McLemore, City Manager /
FROM: Michelle Greco, Finance Director (~]~'b/
SUBJECT: City of Winter Springs First Quarter 2006 Investment Review
Enclosed is a photocopy of the Quarterly Investment Review for the First Quarter 2006. The original
color document prepared by Molly Halcom, Investment Manager for Trusco Capital Management,
will be presented at the meeting on 4/25/06. We look forward to seeing you on Tuesday.
CC: Debra Franklin, Deputy City Clerk