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1987.03.02_FAB_Minutes_RegularTOWN OF HIGHLAND BEACH, FLORIDA FINANCIAL ADVISORY BOARD MINUTES OF REGULAR MEETING Monday, March 2, 1987 9.30 a.m. A meeting of the Financial Advisory Board was held at 9:30 a.m, on Monday, March 2, 1987 at Town Hall. Members present included Richard Brunton, Benjamin Cohen, and Reese E. James. Member Walter Peklenk was absent. Commissioner William A. Grier and Town Manager Hugh D. Williams were also present throughout the meeting. The minutes of the February 17, 1987 meeting were approved as. written. A memorandum from the Town Manager was received regarding the' staffing of the Finance Department. Although preliminary discussion indicated that the F.A.B. was favorably inclined to the Town Manager's and Finance Director's recommendation of the need for an additional full-time position in the Finance Department, it was determined that the matter would be held over until the next F.A.B. meeting in order to allow time for further study. It was also noted in published summary of the Town Commission Meeting of February 24, 1987 that the Town Commission is consider- ing an ordinance for increasing the Town's connection fees with regard to water and sewer hook-ups. This was the first indication to the F.A.B. that this financial matter was being considered and further, that the F.A.B. was not being included in the assessing process. While the F.A.B. is fully cognizant that the Commission may, at its' discretion, undertake this matter without F.A.B. input, it is hoped that the Commission will be interested in and seek F.A.B. advice on all financial matters of the Town. Acting upon the recommendation of the Town's auditing firm (Management Letter, Page 3, Item 13), the F.A.B. initiated discussion regarding the merging of the Water and Sewer Enterprise Funds. Preliminary discussion indicates no disadvantage to the Town and its' financial recordings and the Town Manager and Finance Director have agreed to provide the F.A.B. with a "position paper" on this matter, including a January 31, 1987 (four month) combined Financial Statement and a projection of long-term financial needs of these utility activities. The Employee Wage and Benefit matter is still in process of gathering current comparative data from comparable towns and this matter will be included in the next F.A.B. meeting. Financial Advisory Board Regular Meeting Minutes March 2, 1987 Page 2 The F.A.B. has been verbally advised that the Employee Retirement Board is requesting the F.A.B. to assist in the review of its present fund management. This matter is being deferred, pending such a written request for this Board's involvment. It was noted that this meeting is Commissioner Grier's last participation with the F.A.B. and it's members wish to thank Mr. Grier for his faithfulness in attendance and his input into our discussions. It has been a pleasure to all of us to have his involvment and we wish him well in his new community. The meeting adjourned at 11:40 a.m. with the next meeting being scheduled for Wednesday, March 18, 1987 at 9:30 a.m. - Respectfully submitted, Reese E. James, Chairman REJ:elk cc: F.A.B. Members Town Commission Town Manager Finance Director