HomeMy WebLinkAbout2010 01 26 Consent 200 Approval Of The October 27, 2009 Regular Meeting Minutes CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING
OCTOBER 27, 2009
CALL TO ORDER
The Board of Trustees Regular Meeting of Tuesday, October 27, 2009, was called to
Order at 6:35 p.m. by Chairperson Maria Fair in the Commission Chambers of the
Municipal Building (City Hall, 1126 East State Road 434, Winter Springs, Florida
32708).
Roll Call:
Chairperson Maria Fair, present
Vice Chairman Vernon Rozelle, Jr., present
Board Member Ben McMahan, present
Board Member Max Swaim, present
Board Member Barbara Watkins, present
The Invocation and Pledge of Allegiance was led by Chairperson Fair.
Next, Chairperson Fair asked if there were any "Agenda Changes None were noted.
INFORMATIONAL AGENDA
INFORMATIONAL
100. Office Of The City Manager
Providing A Summary Of Pension Related Expenditures For The Fourth Quarter
Expenditures For Fiscal Year 2009.
Chairperson Fair began the discussion and stated, "I do have one question the
Retirement [Plan] Specialists [Inc.], special projects, payment of three thousand, one
hundred and twenty —five dollars ($3,125.00), which is a response to the Florida Division
of Retirement I would like to know more about what that expenditure is for
City Manager Kevin L. Smith replied, "The Division of Retirement had procured services
of an outside Actuarial firm to do some reviews of the Plans throughout the State, ours
being one of them our Actuary firm was contacted via letter and the Invoice you see
is for the response that they prepared to those inquiries."
Discussion regarding the involvement of Gabriel, Roeder, Smith Company in the
process was then discussed.
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 2 OF 13
Further discussion ensued in regards to Fifth Third Bank and other Funds.
Vice Chairman Vernon Rozelle, Jr. referred to the previous discussion regarding the
responses from Retirement Plan Specialists, Inc., and stated, "I would like to see those."
Manager Smith replied, "I'll procure that information have the Clerk email it to the
Board Members."
Further discussion.
CONSENT AGENDA
CONSENT
200. Office Of The City Clerk
Requesting Approval Of The July 28, 2009 Regular Meeting Minutes. PC;m•
"I MOTION TO APPROVE" [THE JULY 28, 2009 REGULAR MEETING a"C:f
MINUTES]. MOTION BY BOARD MEMBER SWAIM. SECONDED BY 0
BOARD MEMBER McMAHAN. DISCUSSION.
VOTE: x_11 C=0
VICE CHAIRMAN ROZELLE: AYE
BOARD MEMBER WATKINS: AYE
BOARD MEMBER SWAIM: AYE
CHAIRPERSON FAIR: AYE
BOARD MEMBER McMAHAN: AYE
MOTION CARRIED.
CONSENT
201. Office Of The City Clerk
Requesting Approval Of The October 7, 2009 Special Meeting Minutes.
"I MAKE A MOTION TO APPROVE THEM" [OCTOBER 7, 2009 SPECIAL
MEETING MINUTES]. MOTION BY BOARD MEMBER WATKINS.
SECONDED BY BOARD MEMBER SWAIM. DISCUSSION.
VOTE:
BOARD MEMBER WATKINS: AYE
CHAIRPERSON FAIR: AYE
BOARD MEMBER SWAIM: AYE
BOARD MEMBER McMAHAN: AYE
VICE CHAIRMAN ROZELLE: AYE
MOTION CARRIED.
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 3 OF 13
AWARDS AND PRESENTATIONS
AWARDS AND PRESENTATIONS
300. Not Used.
400. REPORTS
No Reports were given. C�
1•
PUBLIC INPUT
No one spoke. 0
PUBLIC HEARINGS AGENDA
PUBLIC HEARINGS
500. Not Used.
REGULAR AGENDA
REGULAR
600. Office Of The City Manager
Presentation From A Representative Of American Realty Advisors.
Ms. Richelle Hayes, Senior Manager, Marketing and Client Services, American Realty
Advisors, 801 North Brand Boulevard, Suite 800, Glendale, California: introduced
herself to the Board.
Mr. Scott Darling, Principal, Managing Director, Portfolio Management with American
Realty Advisors, 801 North Brand Boulevard, Suite 800, Glendale, California:
introduced himself to the Board Members.
Ms. Hayes and Mr. Darling provided the Board of Trustees with a presentation.
Mr. Darling addressed the Board Members and stated, "Our real estate fund is structured
similar to a Mutual Fund and we do take our Fee each quarter out of the distribution."
Continuing, Mr. Darling remarked, "Our Clients can elect to receive a cash distribution or
to have their cash distribution reinvested back into the fund. In your instance, you've
actually elected to receive the cash distribution. So, each quarter there's a gross
distribution. We account for the Fee and then we distribute the net amount to you." Mr.
Darling stated, "You change it at anytime."
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 4 OF 13
Discussion.
Chairperson Fair noted, "We are getting a net distribution check, but probably we would
want to look at it for the next Meeting you could bring that information to find out how
much we are adding back into that particular discipline in the portfolio that is coming
back into there."
Mr. Dave West, CFA, Bogdahn Consulting Group, 4901 Vineland Road, Suite 600,
Orlando, Florida: clarified, "From a rebalancing..." Chairperson Fair responded,
"...Absolutely."
Further discussion followed regarding the allocation of funds.
se
Mr. Darling provided the history of American Realty Advisors, what they do and
mentioned, "We [American Realty Advisors] have never been the subject of any non-
standard regulatory investigation we continue to enjoy a crystal legal and regulatory
track record."
Continuing, Mr. Darling pointed out, "Our funds strategy is very conservative. American
Core Realty Fund is a lower risk, open ended core commingled real estate fund and the
basic fundamental objective of this fund is to provide investors like yourself with broad
based exposure to the private market commercial real estate asset class through a single
highly diversified and conservatively managed investment product."
The presentation continued offering additional information about American Realty
Advisors. Mr. Darling then called the Board of Trustees' attention to the most important
part of the presentation explaining the investment summaries and performance history
and stated, "There are two (2) things that effect real estate pricing and real estate
performance. One (1) area is what we call `Real Estate Fundamentals'," and added, "The
other thing that impacts pricing is what we call `Capital Market Factors'."
With further discussion, Mr. Darling stated, "We will be making a meaningful effort to
address the redemptions we expect to address those redemptions by the end of 2010, but
we also do expect to be engaging in new investment activity, which we think is to the
advantage of all our fund investors."
Mr. West inquired, "From a rebalancing perspective giving your outlook and comments
from your perspective, would this be an opportune time to rebalance to the long term
target, or should we continue to wait and stay at our half weight allocation After
discussion, Mr. Darling replied, "I would encourage you to wait a couple of quarters, but
then rebalance back in."
At this point, Manager Smith asked Mr. West, "You show the American Staple Value at
121 Basis Points; my original contract information shows 110 Basis Points. Would you
just check that discrepancy for me on the Fee Mr. West replied, "I will check that."
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 5 OF 13
Discussion.
Tape 1 /Side B
Next, Discussion regarding Mezzanine debt ensued.
Additional information regarding American Realty Advisors' Portfolio, leasing
negotiations, distribution adjustments, tenant names, percentage of occupancy rates and
their average length of leases were covered next. '"d
REGULAR
601. Office Of The City Manager
Presentation From Bogdahn Consulting, LLC Of The Investment Review Report Itneni
For The Quarter Ended September 30, 2009. C.:1
Mr. West referenced the Report and gave the Board of Trustees a brief overview of
highlighted interests.
Chairperson Fair referred back to the Meeting held in July and asked Mr. West, "Do we
have copies of all our Manager's Investment Policies that are different from ours Mr.
West replied, "We did obtain those and those were submitted to the City for the file."
Chairperson Fair expressed, "We wanted a copy of those for each of the Board Members
Kevin (Smith), you don't mind to check into that for us and get those out
Discussion ensued on changes related Investment Manager's material.
Chairperson Fair again referred to the last Meeting and asked Mr. West, "How often does
your Investment Policy Committee meet and when they meet annually when do they
meet and look at DGHM's [Dalton, Greiner, Hartman, Maher Company] Investment
Policy Continuing, Chairperson Fair commented, "We discussed the fact that Bogdahn
[Consulting Group] should be reviewing our Manager's Investment Policy, particularly
when they're not governed by our Policy; and how often do you meet to discuss that
Mr. West explained, "The Managers are reviewed quarterly we do have a compliance
group for every relationship we have. For example, for the City of Winter Springs
the assets are reviewed for compliance with the Policy, so we do try to automate so that
does take place within the Quarterly Review and reporting." Mr. West then referenced,
pages 39 and 40, and noted, "We started including a compliance check list."
Chairperson Fair confirmed that Mr. West would report back to us at the next Meeting on
the items previously discussed.
Discussion ensued regarding rebalancing recommendations.
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 6 OF 13
Manager Smith remarked, "I'd like to look at how you [Bogdahn Consulting Group]
would propose that we would rebalance. I think it would be smart of us to begin those
discussions so that by the end of the year we are going into the first part of the year
with a plan."
Discussion.
*gig
Chairperson Fair announced, "It would be appropriate for us to have a Special Meeting
sometime in the month of November for that purpose." Manager Smith concurred, "I'll b
have the Clerk do that and coordinate the schedule." e°
A Recess was called at 8:03 p.m.
Chairperson Fair reconvened the Special Meeting at 8.12 p.m. itaea
REGULAR
602. Office Of The City Manager
Requesting The Board Of Trustees To Interview Prospective Actuarial Firm
Gabriel, Roeder, Smith Company.
Mr. Larry Wilson, Senior Consultant, Gabriel, Roeder, Smith Company, One East
Broward Boulevard, Suite 505, Fort Lauderdale, Florida: addressed the Board members.
Mr. Pete Strong, Consulting Actuary, Gabriel, Roeder, Smith Company, One East
Broward Boulevard, Suite 505, Fort Lauderdale, Florida: also spoke to the Board of
Trustees.
Mr. Wilson and Mr. Strong provided the Board of Trustees with an Actuarial Services
presentation.
Next, Mr. Wilson furnished the history of Gabriel, Roeder, Smith Company
mentioning that their headquarters are in Southfield, Michigan with an office located in
Fort Lauderdale, Florida.
Tape 2 /Side A
Continuing, Mr. Wilson remarked, "We have about a 120 employees" and added, "We
have twenty five (25) employees in Fort Lauderdale, eight (8) Consulting Actuaries
Pete (Strong) and I being two (2) of those."
Mr. Strong led the presentation as it related to the Public Sector Market. Then Mr.
Wilson continued presenting the team that would be working with the City of Winter
Springs should they be Awarded the Contract for Actuarial Services.
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 7 OF 13
Mr. Strong explained, "If we were to be hired our Actuarial Services would include
first and foremost, the Annual Actuarial Valuation and within that we would include data,
preparation, and reconciliation, determination of all the liabilities and asset values,
calculations of the plan cost, measurement of the financial soundness, then of course the
GASB (Governmental Accounting Standards Board) accounting expense and disclosure
and the compliance with the Florida Protection of Public Employees Retirement Acts and
all applicable regulations that go along with that.
would attend Meetings with the Board to review the Actuarial Reports. Usually it's *'S
once a year after the Valuation is completed, we would come and present that Valuation. 1 ",=1 1
And then we'd also prepare annual employee benefit statements once a year; prepare c
benefit calculations for retirements, deaths, disabilities and vested terms, prepare pension
service time buy -back calculations if applicable when those situations arrive. Once every LJ
two (2) years, we would issue a `Summary Plan Description' and then we'd also perform
Actuarial Studies and Impact Statements when those needs arise, and we'd review plan
mortality tables to calculate the actual options."
Mr. Wilson reviewed additional Actuarial services which he said was, "Based on your
RFP (Request for Proposal), ad hoc calculations and analysis, we do Actuarial impact
statements for benefit structures, changes. Again the Florida Rules are prior to enactment
of any benefit improvement. An impact statement needs to be filed with the State to
show what the estimated cost of the proposed changes are. The intent is that that be
available so that the Commission who might approve that change in the plan structure
would know what the cost of the changes that they are approving."
Furthermore, Mr. Wilson added, "Advice and counsel on plan and benefit structures,
respond to inquires from the State regarding the Actuarial Valuation Report. Again we
don't get a lot of those requests, but be happy to do that. Review of plan design want to
make sure they're meeting the City goals in terms of both benefits and costs and team
with your other retained professions your Investment Consultants."
Mr. Wilson then directed the Board of Trustees attention to the page entitled "Fees" and
commented, "Our basic Fees which would include the annual Actuarial Value, and as
Pete (Strong) mentioned, attendance at the Board Meeting to discuss the highlights and
answer any questions that might arise; responding to any inquiries from the State,
telephone conversations and preparing the annual employee benefits statements. That
would be done for eighty -eight hundred and sixty -two [dollars] ($8,862.00) per year.
That's developed based upon our billing rates and expectations of our expense. We do
not charge for transition, so there wouldn't be any extra up front costs for that. This Fee
would be guaranteed for two (2) years, so that eighty -eight [hundred] sixty -two [dollars]
($8,862.00) would be there for this current Valuation and the next Valuation and then it
would only increase by the Consumer Price Index (CPI)."
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 8 OF 13
Continuing with the presentation, Mr. Wilson said, "The `Summary Plan Description',
again, this was asked in the RFP (Request for Proposal), that's updated every two (2)
years, we would have expected that to be about nineteen fifty [dollars] ($1,950.00) to that
biannual update. Benefit determinations we have a database based upon the
information reported for the Valuations each year. ti
rte`
The updated information in terms of pay, dates of termination service would be reported 111-C31
to us when someone is due a benefit. We would calculate the benefit they're due,
including all options." Mr. Wilson added, "Preparation of Pension Service Buy -Back .ems
n
Calculations at four hundred dollars ($400.00). Processing documents to the extent you
would have us do that a hundred and fifty dollars ($150.00). Special consulting, review J
plan design, and we would quote a Fee for that. That would be based upon hourly rates." '=0
Mr. Strong addressed the transition plan and noted, "If we were to take over this Account
the first step would be going to the Board to get the background information that we
need. This would include copies of the Plan Documents, Ordinances and Statutes, the
most recent Summary Plan Description. Then we'd get an employee census data since
10/1/2008 and census data prior to that date would usually be available from the prior
firm, so we try to work with the old Actuary to get that data." Mr. Strong specified, "We
would re- perform the most recent completed Actuarial Valuation for free, just to match
and to make sure we are in line and question any differences that arise."
Board Member Max Swaim inquired, "Do you provide a road map to go from here to
there Mr. Wilson replied, "Yes and including all the financial implications. We'd
get with the interested parties to determine what would be the issues, what they'd be
looking to accomplish by the re- design and then recommend various options and
include price tags to do that."
Discussion.
Board Member Ben McMahan inquired if they are saturated with work or if they are still
growing. Mr. Strong replied, "We are still trying to grow our business."
Discussion regarding Gabriel, Roeder Smith Company's growth patterns continued.
Next, service level agreements were discussed. Mr. Wilson acknowledged they have
performance ethics and noted, "We like to do Valuation once we get the data. Our
standard is not to exceed sixty (60) days to get the Report back. We usually out perform
that." Mr. Wilson continued, "To do a benefit calculation outside limit is two (2)
weeks, we usually get it back sooner than that, so we do have standards. When we do a
Study, it depends on the nature we generally look to three (3) to four (4) weeks we
usually prepare an engagement letter which includes all that information."
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 9 OF 13
Mr. Strong explained, "The lowest amount we have done for an under- funded study has
been around twenty -five hundred [dollars] ($2,500.00) and it goes up depending on what
we're studying you could be looking upwards of seventy -five hundred [dollars]
($7,500.00) to ten thousand [dollars] ($10,000.00)."
Further discussion continued regarding costs related to under funded plans. It was
mentioned that people have paid more than ten thousand dollars ($10,000.00) for a full
study. Mr. Wilson remarked, "Realistically for a Plan your size, if we're looking at F-�
improvements, we might do a five (5) year projection. We don't think a one (1) year
projection is appropriate."
Vice Chairman Rozelle asked in regards to a transition, "What kind of a time frame are
you looking at to pull everything together from October [20]'07, October [20]'08 'Mtn
Mr. Wilson responded by saying, "Assuming things go smoothly, which means we're
able to pretty much match the prior Actuary's numbers we think we could get that all
done, plus the next year's work in the sixty (60) day period."
Board Member Barbara Watkins added, "Does that include the October of 2009 Report,
too a sixty (60) day turn around for that Mr. Wilson replied, "That would be for each
Report, we understand your latest Report was as of 10/1/07, because we are well
beyond that point, so if you're looking for us to do the 10/1/08, which we would be
happy to do, we might think that might take sixty (60) days to do once we get that done,
then we can immediately move to the 10/1/09."
Discussion ensued regarding options and the State rules. Mr. Wilson mentioned, "If the
Contract was Awarded and we got started in the first of December, we would have
something by the end of January for you."
Manager Smith asked about special Reports and inquired, "Do you have availability in
the spring of the coming year to focus on such a Report if you were asked to do so? Do
you have the staffing availability Mr. Wilson replied, "We sure do."
Next, Chairperson Fair addressed the invoice for a special study cost the City of Winter
Springs received from Retirement Plan Specialists, Inc. and asked, "Can you give us any
additional information on what that was Mr. Wilson explained, "We had a Contract
with the State to review about 200 Actuarial Valuations." Mr. Wilson reported, "Where
we found issues with the Reports, then as part of the Contract, we were required to go to
the Actuary."
Chairperson Fair commented, "So, there were a lot of inconsistencies in our Actuary's
Report, so those had to be corrected by our Actuary and then re- submitted so that you
would be able to recommend to the State to approve it Mr. Wilson stated, "Let me just
say it just wasn't in Compliance with the State reporting requirements to the extent it
was materially out of Compliance, where based on the information we couldn't determine
that the Fund was being properly funded."
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 10 OF 13
Chairperson Fair requested, "Could you possibly give some kind of communication with
Kevin (Smith) on that Mr. Wilson then informed the Board of Trustees, "I would have
to check with the State to make sure it's not confidential." Chairperson Fair summarized,
"Just the areas that should have been in the Report, that were not; is more of what I am
looking for."
Discussion ensued regarding if there was any conflict with Gabriel, Roeder, Smith
Company being involved with the City of Winter Springs previous Actuarial Review
process and it was agreed that they should not be disqualified. Chairperson Fair advised
that, "We are just the Advisory Board and what we do is make a recommendation to •ems
Kevin (Smith) to take before the Commission which will not be until November 9
[2009] and it will be the Commission that really makes the underlying decision."
Discussion.
Mr. Wilson distributed copies of the Gabriel, Roeder, Smith Company October
Newsletter.
A Recess was called at 8:52 p.m.
Chairperson Fair reconvened the Special Meeting at 8:56 p.m.
REGULAR
603. Office Of The City Manager
Requesting The Board Of Trustees To Interview Prospective Actuarial Firm Bolton
Partners, Inc.
Mr. Jeffrey A. DeLisle, Senior Benefit Consultant, Public Plan Specialist, Bolton
Partners, Inc., 7279 Panache Way, Boca Raton, Florida: addressed the Board.
Mr. Thomas B. Lowman, FSA, EA, Chief Actuary and Director of Retirement Plan
Practice, Bolton Partners, Inc., 7279 Panache Way, Boca Raton, Florida: also spoke to
the Board Members.
Mr. DeLisle and Mr. Lowman provided the Board of Trustees with an Actuarial Services
presentation.
Mr. DeLisle pointed out that they specialize in Public Employee Plans throughout the
country and have an office in Boca Raton, Florida and then noted, "We review Pensions
Plans day in and day out we have a great deal of experience of looking at those Plans,
analyzing those Plans for the Government." Further comments continued.
Tape 2 /Side B
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 11 OF 13
Mr. Lowman then presented information regarding Governmental Accounting Standards
Board (GASB) Surveys of Investment Assumptions for large and small Plans.
Continuing, Mr. Lowman stated, "These are our Fees, the Valuation, basically twelve
thousand dollars ($12,000.00) for the Valuation the only real Base Fixed Fee is sixteen
thousand [dollars] ($16,000.00). You had some benefit calc[ulations], we charge per
benefit calc[ulation] and benefit statement it is around nine thousand [dollars]
($9,000.00)." Mr. Lowman added, "Ad hoc analysis it depends on what they are, we a
gave you hourly rates and that varies."
Discussion.
Board Member McMahan specifically asked, "On time delivery, might mean one thing to =3
you, it means something else to us, can you work with Kevin (Smith) or the Board and
say here's the service Agreement, we will stand by it, whether it's a week or two (2)
weeks for certain things, or do you negotiate as you go Mr. Lowman responded,
"We can negotiate Fee discounts for things that are late I would probably cap them out
at ten (10), fifteen percent (15
Additional questions about Fees and the accuracy of the cost detailed in the presentation
ensued. Mr. Lowman indicated, "This is partly based on what we think the going rate is
in Florida, partly based on the size and complexity of your Plan." Discussion continued
regarding negotiations based on the Consumer Price Index (CPI).
Board Member Swaim said to Mr. Lowman, "In the event when you complete your work
and it's determined our Plan is a troubled Plan, what do you offer where do you go
from there Mr. Lowman replied, "It is important for me that you know what your Plan
really is costing." Mr. Lowman added, "When you say we can't afford this then we end
up in the discussion of what are we going to do about it, and that's where I give you
ideas."
Clarification of Bolton Partners, Inc. locations ensued including which employees were
located in Boca Raton.
Discussion developed regarding expenses and under funded past service liability. Mr.
Lowman remarked, "I just think you need to start planning for the future what would
the cost be based on the market value of assets today and what would the cost be based
on not burdening tax payers thirty (30) years from now for this cost Chairperson Fair
questioned, "For a special study, such as do we have the right Plan design, could you
give us some kind of range of what something like that might cost for a similar size
Plan?" Mr. Lowman provided ranges from one thousand dollars ($1,000.00) to twenty
nine thousand dollars ($29,000.00).
Further discussion ensued on the Fee breakdown.
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 12 OF 13
Manager Smith remarked, "Our Actuary Report for the year Plan ending September
30 [20]'09 has not been completed yet could you complete that Report and what type
of time frame would you see in getting that Report complete including transition Mr.
Lowman answered, "The good news is there'll be a lot of Valuations Fees real quick
I'll have to get two (2) Valuation Fees instead of one (1). We'll get it done. You need to
understand I probably need all the data and probably need about two (2) months and a
meeting with the Trustees."
Concerns about staffing and timing for special studies were addressed. ~mob
A Recess was called at 9:35 p.m.
Chairperson Fair reconvened the Special Meeting at 9:37 p.m.
Manager Smith announced, "I would respectfully ask at this point after hearing both
presentations I would ask the Chair to entertain a Motion to recommend one of the
firms to the City Commission for Approval to be our new Actuarial Firm. Upon that
affirmation of that Vote, I will take that Agenda Item to the next Commission Meeting
which would be November 9 [2009]."
Discussion.
"I MOVE THAT WE NOMINATE GRS [GABRIEL, ROEDER, SMITH
COMPANY]." MOTION BY BOARD MEMBER SWAIM. SECONDED BY
BOARD MEMBER WATKINS. DISCUSSION.
VOTE:
CHAIRPERSON FAIR: NAY
BOARD MEMBER WATKINS: AYE
VICE CHAIRMAN ROZELLE: AYE
BOARD MEMBER SWAIM: AYE
BOARD MEMBER McMAHAN: AYE
MOTION CARRIED.
Discussion proceeded regarding the invoice from Retirement Specialists, Inc. which the
City of Winter Springs has paid. Manager Smith commented, "I can certainly ask her to
give me the money back." Vice Chairman Rozelle asked, "Can we get the copies of all
the bills that were submitted that weren't even paid Manger Smith replied, "I didn't
intend to pay them." Chairperson Fair concluded, "At the January Meeting, if you would
please give us some report back on that, we would greatly appreciate it."
CITY OF WINTER SPRINGS, FLORIDA
MINUTES
BOARD OF TRUSTEES
REGULAR MEETING OCTOBER 27, 2009
PAGE 13 OF 13
ADJOURNMENT
Chairperson Fair adjourned the Regular Meeting at 9:50 p.m.
RESPECTFULLY SUBMITTED:
GAYLE COUTANT
ASSISTANT TO THE CITY CLERK
NOTE: These Minutes were approved at the 2010 Board of Trustees Regular Meeting.