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06/04/1982 ;,', ;i, " '. ;,,' .', :'1 : '. , "'.. '::':~ '. ... ..; t' P!I. '/:n,i;';;;!,;~~{~!,; . ..... !i;;~ I' ,,' .', .",d ~f::: ~j:~f4!::i;f:;:.'1;t'J;;'n~;:~:';: ..".,?""",:":\<,,. .~~/-;'.:,~~' ,'I .'>~ ~iY~'\:' .,' ',"', ':- r ...? " ,'!', ~"!:~~~: :"~"t" '.' !: "J:: ; ..~ " ..:c :_,~~ '(~.~:r;,j;~fJ' (,~ 'i, . L " ~' I. ' c '. :"~'_. "~",\;'~,:':T/-t>".'r:~~?"~: . I ' '. i'u','. +', , ,. .i " ',' I. '. ~ . t ,,' . .... ~~, . ,~.,.' C~t"":':;:~ ,:'< i,' .'i '.'" .~ .<:~>l~i . '>.. "., '. '. ~ :' . ." ]. t ~ :J~; ,.L.,,: ~ ~: ".,.~,~ ~ .~...' ":' C;I J.; > . ':;, ,'.' ':,r. . , . .. ~ - . ,i " '" .\.... : ,t,~ ,~.~. ' . t> . ~~I"'~1*,."",!.~oiN ,~' ',., :: ~i;"~:;::_~-"""I~"'.""~"I'f'",_.,co.",,,.....>1 ,', ',' . ~ . .' , . '.j' !, '.1, 1, " .. "'~ '... :. '-.' ,.' 'I ',',' ... . "~": ';>:J '. : i!~ '. ~. ~ ~ : ': ' ." ". .>' . ,: :!', . ,! ., . : t" ~ ,;.. " ;,j .!,.> .... ~ ..........,......~4.."'~....."""'..... ......__ ._; i ~; ,,,,,1,, 1;.': '#i:'; I~, : " . :, . ",,..... . -C~. , 'f \;, ", " '\ ' POLICE "tio' ..SUPPLEMENT ARY . ~oI/ . <l .~ ',..' 'l' PENSIO,N i ,I Minutes '. ' ',' ,....!. 'I . , DATE! e, g>OL: " \ , '" ., 2~ " ,~, ") l' " " , ~.' .' .'" - " ~ ~".... ..}-',,<,.'~> .!' " .;' '1<' .' ". .: ....-~.r I' I,,'.:, . ',,0 ,: 1 , " ~ . . ~. : , . . ~ fi?t~"~' :':>; .<'i . ,. .' ~.. ;7,. ......... . . 'I";:')"> ' , ,; '. ~,..,:... ." r:. .,.' . . \\;" ~ .. . I' " .,Ie,:. . , I I.., '. '1",,'" . , " :.'1, ,', " . ",' i " , , ' . ~' . . ~ ' d ~ ; . " ... ,. . . " ,. , ' ,'.';1', . "'. .' 1-.< ',' \ :. " , ,.< > , " < , ~. ,:1 I: " 1. .' , : ~ , . '. l' , . " ' .' , : J~ ., . + ,..',.,' ~ . , . .' \'"\' ~'..F \ .... ~,'.. . , , '.~ 'I, ~. ,; ,"",0 AGENDA :' <~ ~learwater Police Supplementary Pension Fund Meeting to be held June 4, 1982 at '10:30 'A.M. in the Police Department Conference Room, 644 pierce Street, Clearwater, Florida. , ! i' 1. . Approval of Minutes of meeting held March 17, 1982. :; .~- 2. Certificates of Deposit Maturing. 3. ,Request from Detective Charles W. Butler for disability pension benefits. e, " . . 4. " Ratification of Certificate of Deposit Transactions made by Betty Ward. :':) ~' , "., .,.. . ': ',: (. ' I" . r','j . 5,. Report on Balance in Savings Account, Barnett Bank. ,6. Correspondence: " 1) Letter from Marvin Clayton, Director of Police and Fire Municipal Retirement Trust Funds, dated April 9, 1982. .\ 2) Letter dated March 23, 1982 from retired Captain David Panossian, Dean Witter Reynolds. 3) Letter dated May 7, 1982 from Peter F. Crowell, Chief, Bureau of Local Retirement Systems, Tallahassee. 14) 'Letter dated May 31, 1982 from Fortune " Federal Savings and Loan Association concern~ng p~oxy vo~e~ '..~) .PJ Id.:. SID KLEIN, Sec~etary Board of Trustees ",~,,,,,_"""''''e'_-''''.'''''.' :... ~ .. .........':-.....~ ......,.,...,.... ->-.H......)oL-.:.......h~_.....___...... ".";: ~.r."", , ,"'" , , ,,' ,,~,~i~\,,)"':':': ,.1,,' ':' :'." ':" " , .' , " , \ '., . ' . . I~' c . "1' ;,.; .,' ,," , . ,.'/;,' ',c' . ~ ~ . , " ~\ . . ~!:~~J:,1':;~\:i."{:::;f::~~;(i\'!~\ ['i, !::.'_,~, 'f~ :;;. :'.; ':' ~::,:'~ ';~,:,,::; ":;:'::',,: ~':;i-;'~ C ( :.: ~.~ ..; : ~ '. . I. ......" . . oJ ~ CLEARWATER POLICE SUPPLEMENTARY PENSION FUND - MINUTES OF MEETING HELD JUNE 4, 1982 A meeting of the Board of Trustees was held on June 4, 1982, in the Police Conference Room, Police Department, 644 pierce Street, Clearwater, Florida. The following Trustees were present: Mayor Charles F. LeCher, Chairman Police Chief Sid Klein, Secretary Sgt. Ray Kaminskas Officer William Sedrick Donald Hibbard, Trustee, was absent., Also present was Betty Ward, secretary to sid Klein, Police Chief. Richard Griesinger, Assistant Cit~ Attorney, was absent. Chairman LeCher called the meeting to order at 10:30 A.M. The first item on the agenda was the approval of the minutes of the meeting held March 17, 1982. Sgt. Kaminskas made a motion that the minutes be approved. Motion seconded by Officer Sedrick. Motion'carried unanimously. ' o Item' #2 on the agenda concerned certificates of deposit maturing. Betty Nard reported as follows: Maturity Date June 11, '1982 June 22, 19B2 June 22, 1982 June 24, 19B2 July 8, 1982 July B, 19B2 Financial Institution Amount Franklin Federal Atlantic Bank Clearwater Beach Bank Fortune Federal Franklin Federal First Federal of Largo $20,000 $70,000 $70,000 $80,000 $80,000 $60,000 , ) '-, Sgt. Kaminskas advised that he and Betty Ward had gone over the assets and contemplated insurance premium expenses during the next few months, and based upon these facts (which will be explained under Item #5 on today.s agenda) he made a motion that the Board renew all of the maturing June CD's, that the $60,000,CD maturing in July at First Federal of Largo be withdrawn, and the CD at Franklin Federal maturing in July be reduced from $80,000 to $60,000. Motion seconded by Officer Sedrick. Motion carried unanimously. Item #3 on the agenda was a request from Police Officer Charles W. Butler for disability retirement benefits. Chief Klein advised that the Pension Advisory ,Committee had met and approved for recommendation to the City Commission Officer Butler's request for on the job disability p~nsion. Chief Klein recommended that the Board vote on Officer Butler's eligibility for supplementary pension benefits. Chief Klein made a motion that the Supplementary Pension Board approve Officer Butler for those benefits he would be due under the Supplementary Pension when his retirement under the .",", "HL....................< 'J{ c.... ... J I .\. :...~ . ,.;.: ~~. > . '~. ~ .' , . , ' , , . ,..t , ' "C I " , ',: , 1 " ' C'. , I' " f.: ", ~~1'f';"!-~.~~'~;I.~.:~':':~':""'~~L' ......~.:.:..; ~;..~. ,t':.J:C.:;;' l..t~'~~:'... ,. ."'.];". , ,,~ . I f . , , 'n ' \ '~f,I\ ~ SUPPLEMENTARY PENSION FUND MINUTES OF MEETING HELD JUNE 4, 1982 PAGE'2 General Employee's Pension plan would be effective. Sgt. Karninskas seconded the motion. Motion carried unanimously, " , , ~~~. Item #4 on the agenda was the ratification of the following certificate of deposit transactions made by ~Betty Ward: $50,000.00 money market CD renewed at Pioneer Federal on April 22, 1982. New interest rate of 14.045%. $40,000.00 money market CD renewed at Pioneer Federal on May 3, 1982. New interest rate of 13.015%. $20,000'.00 money market ,CD renewed at Fortune Federal on May 12, 1982. New interest rate of 12.843%. ./... , .~ " ~: ~ I: ,: ,1 :.. f ..,\ ~"',:J Item #5 concerned a report on the Barnett savings account balance. Betty Ward reported that there was a balance in the savings account of $271,589.97. She reported that on June 1,' 1982 the check from , ,the State of Florida had been received via the City Finance Department , 'in the amount of $223,254.95. Sergeant Kaminskas recommended that additional 'CO's be purchased, using those banks and savings and loans which have supported P.A.C.T. Sergeant Kaminskas made a motion that the following money market CD'S be purchased at the highest interest rates possible. :'1': ., .~, .1 ~ , ::~.~. ... , ',' '.: : ...;. , ' " .,', .;:.; $100,000 at Exchange National Bank $100,000 at First National Bank of Clearwater $70,000 at Southeast Bank 1.'>,1' " , :', . , , :,.'.,~ ~ Officer Sedrick seconded the motion. Motion carried unanimous~y. Item #6 concerned correspondence received by the Board: ., :,. .J',> '..' t I ~', " , 1. Copies of Rules and Regulations fort-he Municipal Police Officers' and Firefighters' Retirement Trust . Funds under Chapters 175 and 185, Florida Statutes. (Each Trustee received a copy.) Chief Klein suggested that this be received as an information item, and encouraged the Board to read it over and if there were any questions to bring them back to the next meeting. Letter dated March 23, 1982 from retired Captain David panossian, now employed by Dean Witter Reynolds. (Each Trustee received a copy.) 2. J ...., ~ ~}: ,'1/.: C,(\t, :~. . , . ': ~ J .' .: ...~ '. ,-L '. , " ..,' " i : ~ . ~ : , " ','.: ~ I, ' ':~ \ .~. ' : ,: ~ " , "'I -;-:.1, ,.,.,. l' " ~", --J Chief Klein stated that it was his understanding that,a proposal containing details regarding the investments being offered by Dean Witter Reynolds was to be submitted for review by each Trustee ;: . "!; ~~ .. , , '::. "'f >:::< :.~;. ~;~: ,~::'~ ::;': ;; ~':\ ::~). ; :/ ;' ,:::. >:. ::')~Lq."';':"'7":..,;!rv::';{}.,~k-;;:!:!..:':t';~.!;:X(:;H~;.Di;i.;;i5;3::t;.;;.i;;2ci::'.f;{;:;\.;}n::,{:?:'::\:Di;if. "",, ,.."",;" , ',\; I," :'.,.,;",;,,\ ,,'." , ,a ",."", L",..~a..,.i" "..;~~t""';' .",I;'J.<\, .., . ," ,"'"Coo'.",".",,,' , ,',' ~ .":. ... " I. ..,:. ",~,~. ':'~.~I ~.: .:. .....~. '::.... :~.~. ~':: ~...'\.:! ".;~:,. '..I;:1'~ .'!~.,r :-,\',~.ri ,.' .\..:! :~:'.~.. :.'" ~,;: ".~. ~ j...,~<," ;(\;~..I'.'~ .: ...,.: ':,;', ~.. .I~/~' ,..C,r ' !:,. i'c, .>~~ I,.:'. ".~" :.:. " ".' -'~:.\ i.:.:..... ,.., ~ ;\,';;:.:'''',':; :' C ..,c'" '.1.- ' , .., '. . ~ t' , .i '> .: I' ~ . . f. " ,." ~ . 1 " ' l", . c'. 'i '. ,( II ;"1 , . ~. ~ .';' .t. _,:.~.~ '::~! ;~~. <~..,~c~\\.'::~;,\ ~ . . /; .'1. . . .....,: :?:' , 'I\"C'I '~<':> :.' ~ <l,. , , ! '.. , " , " , " "F". ....., . ~'. l :. << . ,'" , \' t. ~, < , . . . ". .1- '" . I. f' .... \. :, '. ,,' '. ',' . ~ ... . , ,'''. . l. . . . . '. I.T c, :', \ .. : ~ . ':. . " ' '" ,I" . :'. . . " :\', j' .. c,: c,.'' '. ~.! "\.: ,I , , " , " '.' :- " I ..) , , . ,c, . . , , ' I:, II' . .' ' .'1 . ~ . . . ;. . " . '. . , ,> . '.,' ~)df'tt~!"'~"tf":f~~~~P'!'r ....~t<'j~...,!~, .~ r,oIo~1:~1'!)':"r.-)~::tIr:");lrr;'f/ -';~')l. I)', ~ '~'''''U .~. ... ...."'1' ~ . ...',. , 'li ~ , .'} \'. ..,.. ~ .'. . , . . - " ," ""~ ' "t ~ ", "t,-,t: I ' l' SUPPLEMENTARY PENSION FUND MINUTES OF MEETING HELD JUNE 4, 1982 PAGE 3 " \: :" "" .' , " before inviting Capt. Panossian to appear before the Board. Mayor LeCher suggested that Chief Klein, send a memorandum ,to Jeff Butler, Asst. Manager for Finance, asking for his 'opinion as to whether or . 'not the Ginnie Mae mortgage backed certificates (as,' referred to in Captain Panossian's letter) would be a prudent, safe investment. Chief Klein stated that he would do so. ,3., Letter dated May 7, 1982 from PeterF. Crowell, Director of Local Retirement Systems, Tallahassee. Chief Klein reported that Mr. Crowe111s'letter contained several questions concerning the 1981 Actuarial Report, and that information was being '. requested frorn,Provident in order to comply with Mr; Crowell's request,. ' Letter dated May 31, 1982 from Fortune Federal Savings and Loan concerning proxy vote for adoption of stock option plan. 4. ,-":', " ; ~ ~ . \ " ~., " '. ,I ,"'.' .It ':..1 ~ o Mayor LeCher made a motion that the Board vote to , allow them to go public. Motion seconded by Sergeant Kaminskas. Motion carried unanimously. There being no further business, the meeting was adjourned at l~:OO'A.M. { , , \. .,. .', . , " , Respectfully sub~itted, ..... :,,"" ,): '; ., ,~ ~~ #4,; " .,:~ :' I.' ~ , ., <. ~ " SID KLEIN, Secretary Board of Trustees . f., ' :F,'- i ~:/~ ~ ~ \'~.: : J,. ,'" ", ;;';~< ':i~ . .' .~. '" , " .' ,-+" , " . --.,;" . ~ .:: ,', ~. '~: , , ," ':1 :.>. \t; c... ~'. , .i ~ .... ~ I.... 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