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1,852 records
B. Kevin Brubaker Periodic Distribution Form for Signature
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
B. Quarterly Reports, Updates: John Thinnes
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
B. Quarterly Reports, Updates; John Thinnes
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
B. Review and update the Action Item List
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
B. Review and update the Action Item List
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
B. Review and update the Action Item List
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
B. UAAL Amoritzation Period and PaymentsOriginal UAAL Current UAALDate Established AmountAmount After Changes Before ChangesPayment
The City of Mount Dora General Employees Retirement System is undergoing its annual actuarial valuation, which is currently under review. This process involves assessing the system's financial health, including its unfunded actuarial accrued liability and investment performance. The valuation uses various actuarial assumptions related to mortality, employment turnover, investment income, expenses, and salary increases. This review sets the stage for future financial planning and potential adjustments to contributions or benefits. While this is a financial and actuarial review, it informs the long-term stability and operational needs of the retirement system. Businesses involved in financial consulting, actuarial services, and potentially investment management may find opportunities to engage with the city as these valuations and reviews progress.
- Board:
- June 12, 2026 General Employees' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
- Applicant:
- City of Mount Dora General Employees Retirement System
B. Voting to appoint a new attorney to serve as legal counsel for the Pension Board.
The City of Mount Dora Police Officers' Pension Board is reviewing its legal counsel. The board plans to continue its relationship with the law firm Sugarman & Susskind. This firm will provide legal services for two years at a discounted hourly rate. The opportunity involves ongoing legal representation and advisory services for the pension board. Local law firms specializing in pension law or public sector legal services may find this an opportunity to engage with the board. Early engagement could be beneficial as the board solidifies its ongoing legal support arrangements.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. A
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Actuarial Valuation Report as of October 1, 2025, review; Jeffrey Amrose, GRS Consulting to
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Actuarial Valuation Report as of October 1, 2025, review; Jeffrey Amrose, GRS Consulting to
The City of Mount Dora Police Officers' Pension & Retirement Board is scheduled to review an actuarial valuation report. This report, prepared by GRS Consulting, covers the pension fund's status as of October 1, 2025. The review is planned for June 2026. This item is currently under review and does not involve immediate construction or development. The primary scope of work relates to actuarial analysis and financial reporting. Local businesses in financial consulting, actuarial services, and related administrative support may find opportunities to engage with the board or its consultants as this review progresses. Early engagement could provide insight into the fund's long-term financial health and potential future needs.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. DROP Plan Members
The City of Mount Dora Firefighters' Pension and Retirement Fund is undergoing its October 1, 2025, Annual Actuarial Valuation. This review involves analyzing data on active and inactive participants, including age, salary, years of service, and benefit distributions. The process includes summarizing plan provisions. This item is currently under review as part of the fund's regular actuarial assessment. The work involves data analysis, actuarial calculations, and reporting, which are foundational steps before any potential future financial planning or adjustments to the pension fund. Local businesses specializing in actuarial services, financial consulting, and data analysis could find opportunities to support such ongoing municipal financial reviews. Engaging early allows for understanding the fund's needs and potentially contributing to future financial strategies.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
- Applicant:
- City of Mount Dora Firefighters' Pension and Retirement Fund
C. DROP Plan Members
The City of Mount Dora Police Officers' Pension and Retirement Fund is undergoing its annual actuarial valuation. This process involves reviewing the financial health and future obligations of the pension plan. The valuation includes data on active and inactive participants, their years of service, and benefit amounts. This is an ongoing administrative review, not a construction project. The scope of work involves actuarial analysis and financial reporting. This early stage means that any future changes or funding needs will be identified through this review. Businesses specializing in actuarial services, financial consulting, and data analysis may find opportunities related to the ongoing management and potential adjustments of the pension fund.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Legal Reports & Updates; David Robinson, Sugarman & Susskind
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Legal Reports & Updates; David Robinson, Sugarman, Susskind P.A.
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Legal Reports & Updates; David Robinson, Sugarman, Susskind, Braswell & Herrera, P.A. Action Items A.Invoices that have been paid: ASB July $2,716.68 ASB October $2,728.15FPPTA-CharlesRevell$1,094.61 FPPTA -Dick Maglio $1,094.61 FPPTA - Steve Wilbanks $1,094.61 FPPTA -MembershipRenewal $750.00 Galliard $2,527.02 GRS $909.00 Mariner $6,000.00 Salem Trust $2,500.00 Sugarman & Susskind $2,150.88 Total: $23,565.56 Motion by Vince Sandersfeld to approve invoices that have been paid; Seconded by Steven Wilbanks. The motion was passed with a unanimous vote. B. Review and update the Action Item List The Board updated the Action Item List. The revised AIL is included as Attachment A to these Minutes. C. Chairperson for the March 20, 2026 Meeting Charles Revell will participate by phone at the March 20, 2026 meeting. Vince Sandersfeld will serve as the Chairperson. D. Updated Trustee Term Schedule The updated Trustee Term Schedule is included as Attachment B to these Minutes.
The City of Mount Dora General Pension Board is reviewing its investment strategy. The board has authorized Mariner to begin moving ASB investment funds into a new fund, the Cohen & Steers Tactical Real Estate Fund. This action is currently under review. The project involves the transfer of investment funds, which may require financial planning and investment management services. Local financial advisors, investment firms, and related service providers could find opportunities by engaging with the board early in this process. Understanding the board's needs before final decisions are made can lead to better-aligned services and potential future business.
- Board:
- June 12, 2026 General Employees' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Other significant assumptions that differ from those used for the funding valuation: none
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Other significant assumptions that differ from those used for the funding valuation: none
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Plan Year
June 12, 2026 Firefighters' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Firefighters' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
C. Plan Year
June 12, 2026 Police Officers' Pension & Retirement listed this item on its agenda for 2026-06-12 in City of Mount Dora. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- June 12, 2026 Police Officers' Pension & Retirement
- Date:
- 2026-06-12
- Type:
- Agenda_item
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