10/11/2001CITY COMMISSION SPECIAL WORKSESSION
CITY OF CLEARWATER
October 11, 2001
Present: Brian J. Aungst Mayor/Commissioner
Ed Hart Vice-Mayor/Commissioner/PAC member
Whitney Gray Commissioner/PAC Vice Chair
Hoyt P. Hamilton Commissioner
William C. Jonson Commissioner/PAC member
Dick Fitzgerald PAC Chair
John Lee PAC Member
John Schmalzbauer PAC Member
Also present: William B. Horne II City Manager
Margaret Simmons Finance Services Administrator
Paul O’Rourke Human Resources Administrator
Steve Moskun Cash & Investments Manager
Jay Ravins Assistant Finance Director
Fred Belzel Controller
Eleanor Breland Human Relations Director
Dan Slaughter Police Sergeant
Brenda Moses Board Reporter
The meeting was called to order at 10:44 a.m. at City Hall for the purpose of investment training.
H. Lee Dehner, Christiansen & Dehner, P.A., conducted training related to administrative responsibilities of the Board of Trustees for the City of Clearwater, particularly as it relates
to the City’s Employee Pension Plan investments. He reviewed basic fiduciary principles, Board composition, benefits, Federal and Florida law, exemptions from claims, termination of
plan and distribution of assets, consultants, confidentiality of medical records, Family and Medical Leave Act, the Sunshine Law, and other related issues.
The meeting adjourned at 12:10 p.m.