Loading...
1998.02.03_TC_Minutes_Regulart ~t • TOWN OF HIGHLAND BEACH MINUTES OF TOWN COMMISSION MEETING REGULAR MEETING Tuesdav, February 03, 1998 1.30 P M Mayor Arlin G. Voress called the Regular Meeting of the Town Commission to order in Commission Chambers at 1:30 P.M. Town Clerk Doris Trinley called the roll. The Mayor, Vice Mayor John F. Rand, and Commissioners David Augenstein, Thomas J. Reid and Michael W. Hill were present. Town Attorney Thomas E.Sliney and Town Manager were also present, as were. members of the general public. After roll call, the Pledge of Allegiance was given. ADOPTION OF AGENDA With no objection, the Agenda was amended to allow first reading of the proposed ordinance amending appropriated funds for fiscal year 1996/1997 immediately following Haas, Diaz & Co.'s presentation of the 1996/1997 audit. APPROVAL OF MINUTES Four (4) sets of Minutes were unanimously approved upon MOTION by VICE MAYOR RAND%COMMISSIONER REID: December 30, 1997 - Workshop Meeting January 02, 1998 - Special Workshop Meeting January 06, 1998 - Regular Meeting January 20, 1998 - Special Meeting PUBLIC COMMENTS AND REQUESTS Under Public Comments, Leonard Bell (2727 S. Ocean Blvd.), speaking in his capacity as President of the Library Foundation, requested a meeting of The Highland Beach Municipal Building Authority, Inc. in the near future; Jose Echeverria noted the preponderance of jellyfish on the Town's beaches due to recent stormy seas, and suggested caution when encountering them. PRESENTATION OF THE 1996/1997 AUDIT BY HAAS DIAZ & CO Presentation of the ?996/1997 Audit was made by Haas, Diaz & Co. Questions were answered to the Commission's satisfaction, and changes suggested. by the Commission were agreed to by the auditors and will be incorporated. (The "Financial Highlights" Booklet presented in conjunction with the audit is attached to and made part of these .Minutes.) ~ '~ f Minutes of Town Commission Meeting February 03, 1998 Regular Meeting Page 2 of 4 PROPOSED ORDINANCES AND RESOLUTIONS AN ORDINANCE OF THE TOWN OF HIGHLAND BEACH, FLORIDA, AMENDING ORDINANCE NO. 659, WHICH APPROPRIATED FUNDS FOR THE FISCAL YEAR 1996/1997, WHICH BEGAN OCTOBER 1, 1996 AND WILL END SEPTEMBER 30, 1997. As earlier agreed, and with no discussion after it was noted by the Mayor that amending the ordinance which appropriates funds for any given fiscal year is standard procedure, this proposed ordinance was given first reading immediately following the auditor's presentation. REPORTS - TOWN COMMISSION Vice Mayor John F. Rand had questions regarding a recent memorandum from tree Town Manager pertaining to the suspension without pay of Police Sergeant William J. Howe, saying his copy of Ms. Mariano's memorandum was minus the attachment referred to therein. Ms. Mariano said the decision to suspend Sergeant Howe without pay was administrative. Town Attorney Sliney advised that because this matter was still under investigation by the Town, discussion should • be discontinued at this time. Commissioner David Augenstein had no report. Coamnissioner Thomas J. Reid read a statement into the record, responding to the Town Manager's January 2, 1998 statement, which pertained to submitted proposals for a management audit. Ms Mariano said she would respond fully and in writing at an early date. (Copy of Commissioner Reid's statement attached to and made part of these Minutes.) Commissioner Michael W. Hill had no report. Mayor Arlin G. Voress addressed the issue of the Town Manager's yearly evaluation. After substantial discussion, COMMISSIONER REID motioned that Ms. Mariano receive a 3% EXCEL payment; however, the Motion received no second and was withdrawn by the Commissioner. MOTION was then made by COMMISSIONER REID/COMMISSIONER AUGENSTEIN that Ms. Mariano received a 4% EXCEL payment; Motion carried with majority vote as follows: Commissioner Augenstein.......Yes Commissioner Reid .............Yes Commissioner Hill .............Yes Vice Mayor Rand ...............No Mayor Voress ..................No (Copy Attorney Larry Corman's January 28, 1998 memorandum to Town Attorney Thomas E. Sliney, plus pertinent pages from the March 1997 Persopnnel Rules & Regulations attached to and made part of these Minutes 9. J ~ 1 • Minutes of Town Commission Meeting February 03, 1998 Regular Meeting Page 3 of 4 REPORTS - TOWN ATTORNEY Town Attorney Thomas E. Sliney had no report. REPORTS - TOWN MANAGER Town Manager Mary Ann Mariano reported that Jim Park of Gee & Jenson had advised that he anticipated approval from the Department of Community Affairs of the Comprehensive Plan's Evaluation and Appraisal Report amendments by February 13. Ms. Mariano also advised of meeting with the Mayor, Town Attorney and representatives of SPRINT regarding renovations and additions to the Town's garage, which would allow installation of SPRINT's ground telecommunications equipment; Gee & Jenson will be asked to provide an estimate of the costs involved. REPORTS - BOARDS AND COMMITTEES The Board Action Report for January was received as information, and Board meetings for February were announced by Mayor Voress. The following residents were unanimously appointed to fill the • vacancies on the Planning Board: ROBERT F. SELBY (Commissioner Augenstein/Commissioner Hill) PAUL R. KANE [reappointment] (Vice Mayor Rand/Commissioner Reid) REGULAR BUSINESS Items Left Over None. Consent Aaenda CH2M HILL's Task Order No. 6, Saltwater Intrusion Monitoring Program, was unanimously approved upon MOTION by VICE MAYOR RAND/COMMISSIONER REID. ADJOURNMENT There being no further business to come before the Town Commission at this time, Mayor Voress adjourned the Regular Meeting at 2:45 PM. upon MOTION by COMMISSIONER AUGENSTEIN/COMMISSIONER REID. dmt « ~ Minutes of Town Commission Meeting Februarv 03 1998 Regular Meetincr Paae 4 of 4 APPROVE: ~ c~ ~ ~~ s~~ 5 ~,~ David Augenst Commissioner `~_~ ` ~~~=~~~G'~WL Gi.~~ Thomas J. Reid, Commissioner 'chae W. Hi 1, Commissioner ATTE :~ % /'~~ DATE : ~~ / 1~ L~~ ~~~~ ll Arlin G. Voress, Mayor REVENUES vs. EXPENDITURES FUND .BALANCE WATER ~ Sl The following graph compares revenues and expenditures for the past six years. Th~wing chart illustrates fund balance for the governmental fund types fort ast six years. The following chart prey water and sewer facilities cash flow basis, that is, o but after payment of deb facilities. m • The Town reported an excess of revenues and other financing sources over expenditures and other financing uses for the year ended September 30, 1997, of approximately $431,000. • General governmental revenues for 1997, exclusive of bond proceeds, were $4,728,000. This represents an increase over the prior year of $510,000 (12%) and is mainly due to an increase in licenses and permits. • General governmental expenditures for 1997 were $5,298,000. Of that amount, $1,291,000 was used for the renovation of Town Hall and open space and recreation improvements. • Total revenues received exceeded the budget for fiscal 1997 by approximately $228,000. $1,800,000 1,E00,000 1,400,000 1,270,000 1,000,000 800000 EOO,OOD 400,000 200,OOD • Revenues on a budgets imately $208,000 whey • Total fund balance at September 30, 1997, was $2,110,873. The major attributable to an incre ~ponents of fund balance are as follows: and charges for servicE Reserved for prepaid items and • Operating expenses ins is due to an increase (9 inventory $ 24,383 Reserved for special projects 130,293 Reserved for debt service 597,388 • Summary data for eacl Designated for capital projects 77,643 Undesignated, unreserved 1,281,166 $ 2,110,873 Revenues $1, Debt service/ • Undesignated fund balance (available spendable resources) represents Ca ital outl~ approximately 28% of the budget for the fiscal year 97/98. Net operating cash flow *Excludes lawsuit settlement *"Excludes repavrrranf of RTC note which was funded with bond proceeds. 1982 1893 +w ~ ~ ~ ~ The following is an extension of my remarks made at the Commission meeting of 1/20/98. This report is presented in further reply to Ms. Mariano's untitled written statement dated 1 /2/98. (see copy -1-attached). The 1/2/98 statement is Ms. Mariano's commentary on the Commissioners survey of the duties and authority of the Town commission, -The town Manager, the hired professional services and the Town Boards. (see copy -2- attached) I have said I do not characterize this writing as trash. I take it quite seriously. It is written with a purpose by someone who understands what she is attempting to do. Ms. Mariano's untitled statement of 1/2/98 contains a preamble, five numbered paragraphs and a closing request. I shall deal with each item separately. Preamble Para: This paragraph is an example feigning EXTREME support for a project and immediately in the same sentence expressing objection to how it is being conducted. Para 1. In the "Summary" there is a point of history and a statement of fact. I leave challenges to history to others . A statement of fact stands on its own merit. i.e.. "It is true that the commission has been challenged on a number of fronts including it's authority and responsibility to the public :and, with being uninformed as to what constitutes a strong commission-manager type of government". As to the point of review and approval. •f s . A ~ • The Commission agreed that we do a study of the duties and authority inherent in acommission-manager form of government. I was charged with the job of finding a consultant and reporting back to the Commission. I did as directed. Out of a pool of about 35 names I called 10-12 consulting firms. I announced a plan to meet with four consultants to present the survey plan and request that each company submit a written proposal by the next workshop meeting. I interviewed four. Three responded with proposals. I presented the three proposals to the Commission, without comment . It was understood that the candidates would come before the commission to be interviewed. There was no procedural error or oversight in moving this program forward. Incidentally between 10/01/97 and 01/02/98 the text of the two page charge was read to the commission four times. • We come to the more odious part of the untitled 1/2/98 writing. Para 2: First, the writing appears to accuse me of dealing in secret. One has to wonder what the true motive behind this statement was? Privy means "made a party to secret information or something that is private or personal rather than official". Nothing about what I did was secret. I announced in public at a Commission meeting that I was going to interview the candidates. Each candidate was notified of the interview by a letter prepared and mailed from Ms. Marina's office. The interviews were conducted at town hall. A perfectly open and correct procedure. Second Ms. Mariano alludes to possibly cheating or impropriety on my part by stating that she questioned "whether the interviewees were given the same facts and treated equally". When questioned directly Ms. Mariano claimed that it was Mr. Long who came to her questioning whether or not he was on a ,~1~ ~ . 1 ~ "level playing field". Mr. Long repeatedly denied this when questioned by me on the point. Further, Mr. Long stated that he never approached Ms. Mariano with that "level playing field" idea. It is my openion that this "level playing field "idea is Ms. Mariano's own invention. I repeat myself that in fact each candidate was treated equally and fairly. In each case the candidate was informed that the two page summary was the only material to be used in making their proposal. Third: As far asmiss-communication or misunderstanding there was none. Each candidate has confirmed to me (and to the commission at the January 20, 1998 Special Meeting) that I did in fact treat them equally by giving each of them the same instruction sheets. • Para 3: The Town Commission as a whole was in fact involved in discussing the scope of the action/purpose statement presented to the consultants. In addition it was intended from the beginning that all candidates be interviewed separately by the Commission. I called each candidate to have them come before the Commission. Para 4: This statement is a bit silly for two reasons. First: The paragraph is written as though the Town attorney's town-function list was not be used, or somehow would be hidden from the candidate. Second: Ms. Mariano proposes to have (the selected consultant) offset their fee by with a portion of the cost of attorneys fee. #5 I agree with #5 in substance. However, the paragraph does not mention that in all cases it remains the prerogative of the . ~ ~. ~ . commission to accept or reject whoever and whatever material is presented by the Town Manager. I am taken by the operative words (administrative) authority and responsibility . I suggest that Ms. Mariano look to her own past accomplishments before she maligns anyone else. I recall some material items of concern that required commission prodding to get action on. -the obsolete computers -the failure of the finance department in the production of useful financial information when called for. - the incorrect non-fund accounting computer program in use up until 1997. -the total disarray of the building department -the creation of a job description manual. Incidentally Ms. Mariano's original rebuff of the commission had all the earmarks i of insubordination. -Her record of hiring and firing people she later calls incompetent but responsible is extensive. -Her own practice of engaging a consultant without benefit of any discussion, interview, job summary or contract citing the consultant fees. The closing paragraph whines about receiving a copy of the charge sheets only a few hours before the commission meeting. I am compelled to reply that I wish that the commissioners received responses to all of their requests at least a few hours before meetings rather then in some cases months or a year late or never. I believe I have made my point. It is my opinion that the Ms. Mariano's statement was presented to the commission for personal ulterior motives to the detriment of myself and the town. .~ . } } ~ . It is my openion that the untitled writing of 1/2/98 was an insulting, self-serving attempt to undermine the Commission's present effort to correctly define the duties, authorities and responsibility among the town functions. It is my openion that the statement may well have been an attempt to promote a favored consultant or that it may have been an attempt to_ stop the survey Altogather. And finally in Ms. Mirano own word the purpose of submitting the 1/2/98 statement was to put into the town files material for future reference. Thomas J. Reid Commissioner Attachments: Ms. Mariano's 1/2/98 statement The survey charge • ~ • 1/2198 ALTHOUGH I AM EXTREMELY SUPPORTIVE OF A PROPERLY CONDUCTED MANAGEMENT AUDIT, I MUST AT THIS TIlVIE EXPRESS MY OBJECTION TO THE CURRENT PRACESS FOR THE FOLLOWING REASONS: 1. I TAKE EXCEPTION TO SEVERAL OF THE CONCLUSIONS EXPRESSED IN THE SIJrNIMARY UTILIZED WHICH WAS NOT EITHER REVIEWED OR APPROVED BY THE TOWN COMMISSION FOR USE AS A BASIS FOR THE RECEIPT OF FORMAL PROPOSALS. 2. NO ONE WAS PRIVY TO THE INDIVIDUAL CONVERSATIONS BETWEEN COMMISSIONER REID AND EACH OF THE CONSULTANTS INTERVIEWED AND SOLICITEI~~ SO THERE IS NO WAY TO KNOW WHETHER EACH CONSULTANT WAS GIVEN THE SAME FACTS AND TREATED EQUALLY.i A QUICK REVIEW OF THE PROPOSALS SHOWS A RANGE BETWEEN $4,900 AND $25,000 WHICH CLEARLY SHOWS THAT THERE HAD TO BE SOME MISCOMMUNICATION OR MISUNDERSTANDING AMONG • THE CONSULTANTS. 3. I BELIEVE THAT THE TOWN COMMISSION AS A WHOLE NEEDS TO BE INVOLVED IN THE SETTING OF THE SCOPE OF SERVICES REQUESTED AS WELL AS THE INTERVIEWING OF QUALIFIED CONSULTANTS. 4. I BELIEVE THAT WE SHOULD USE THE INFORMATION FOR WHICH THE TOWN PAID $1,730.00 TO THE TOWN ATTORNEY WHO SET OUT THE APPROPRIATE CODE SECTIONS REGARDING THE VARIOUS OFFICIAL AND STAFF FUNCTIONS TO OFFSET A PORTION OF THE COST ASSOCIATED WITH SOME OF THE REQUESTED REVIEW; AND 5. THE TOWN MANAGER HAS THE AUTHORITY AND RESPONSIBILITY OF NOT ONLY TAKING PART IN THE DISCUSSIONS OF ALL MUNICIPAL MATTERS, BUT TO RECOIVIIVIEND TO THE COMMISSION THE ADOPTION OR PASSAGE OF VARIOUS MEASURES. BASED ON THE ABOVE, AS WELL AS THE FACT THAT NEITHER I NOR THE TOWN ATTORNEY RECEIVE ANYTHIIVG ON THIS ISSUE UNTIL CLOSE TO NOONTIIVIE TODAY, I FORMALLY REQUEST THAT THE TOWN COMMISSION DEFER ANY ACTION ON THIS MATTER UNTIL SUCH TIIVIE AS AN APPROPRIATE PROCEDURE IS FOLLOWED. ~, , . '. A brief histo~r of the Town... ~~ • The Town is approximately 50 years old. The Town was originally organized as a political unit in order to have the authority to supply itself with water. At the time, the surrounding towns would not assist the families that lived on the beach, with their water problem. Initially 26 families created the town and by the time of the first election, 126 people could vote. What with relatively few people in the Town, most of whom worked ~~p because there were no citizens trained in town management, it was more expedient to employ a strong operations manager. Now. 50 vears later... . We have a town of more than 3,000 households with another 1,000 due in town. . Five elected Commissioners . Approximately 55 employees . 40 +/- advisors sitting on five town boards . A Town attorney . A Town CPA . Various advisors who have been called in to do work that should be done in-house. The Commission has been challenged on a number of fronts including final authority and responsibility to the public and with being uninformed as to what constitutes a strong manager type of government. In this light, we are presently seeking to engage a consultant not presently associated with the town operation or administration, to conduct a survey with the following parameters. ACTION/PURPOSE: To examine and review the Town codes, ordinances, and policies and procedures. To determine the common and several separate duties, authority, and responsibility of: 1. The Town Commission 2. Town Manager 3. Town Advisory Boards 4. Non-employee contract individual(s) or companies engaged to perform services for the town. Report, in writing to the Commission, the review f findings; make recommendations as to the need to amend, repeal existing code, ordinances, policies and procedures, or change the present form of government. , ,. • .-~; Should you be interested in submitting a proposal, you may make your proposal as elaborate or as brief as you wish. However, . included in it a summary of your and/or your company's: a. Qualifications to perform the work b. Related experience c. List of clients you have worked for d. Your fee schedule This writing is in no manner a circumstance to be considered a contract, engagement letter or employment offer. This writing is to be considered a general outline of the work we would want to be done. This writing is further subject to change, modification and withdrawal at our will, choice and discretion. Further, this is not to be construed as a binding contract between the parties, as contracts can only be approved by the Commission as a whole If you are interested in submitting a proposal, do so by December 29, 1997. Address same to: Commissioner Thomas J. Reid Town of Highland Beach 3614 South Ocean Blvd. Highland Beach, FL 33487 In the meantime, should you have a question, call me at 561-278- 4548 any morning between 9 and 10 A.M. ~. . `} .i .. dv y HODGSON, RUSS, ANDREWS, WOODS & GOODYEAR To: Tom E. Sliney, Esquire From: Larry Corman, Esquire Date: January 28, 1998 File No./Re: Town Of Highland Beach - Determining Entitlement to and Amount of "Excel" Payments Section 3.3 of the Personnel Rules and Regulations of the Town o€ Highland Beach dated March 19, 1997 provides, in pertinent part that: A. That "Excel" employee merit payments be calculated on the employee's established anniversary date. C. The amount awarded under the "Excel" program be based upon the same percentage criteria as merit pay adjustments as provided in the merit pay • policy. The Merit Pay Policy is set forth in Section 3.1 of the Town's Personnel~Rules and Regulations, and provides as follows: Based on the overall evaluation or the yearly evaluation, the following merit increase may be granted, effective on the established anniversary date: 4~ 3% Og Satisfactory Anything less than satisfactory The pertinent sections of the Town's Personnel Rules and Regulations are attached. Accordingly, based on their evaluations of her job performance, the Town Commissioners will have to determine which category the Town Manager's job performance fell within to decide whether or not to award the Town Manager an Excel payment and, if so, the amount of the payment. • If you need any additional information, please so advise me. 5~ Excellent Good LC/lp 89524 ,. ... ...~ y ,' Y Inflation Adjustment The Town Commission may grant a yearly basic salary inflation adjustment increase, predicated on employee wages as of September 30 in a given year. If granted, the inflation adjustment increase will not be effective until the first pay period in December of the same year (not to be retroactive until October 1). The United States Government Bureau of Labor Statistics Report (nationwide table - sample attached) for the 12 month period ending April 30 each year shall be used in determining the inflation adjustment. ~ ~~ The Excel Program for merit payments resulting from longevity as contained in the June 1987 Long Report is adopted and shall be administered as follows: A. That "Excel" employee merit payments be calculated on the employee'c established anniversary date. B. That the "Excel" merit payment be given in the next pay period following • such anniversary review. C. That the amount awarded under the "Excel" program be based upon the same percentage criteria as merit pay adjustments as provided in the merit pay policy. D. That the "Excel" payment be made in a single lump sum payment and for positive identification purposes, the payment be by separate check. ARTICLE 3 -ATTENDANCE, LEAVE AND BENEFITS SECTION 1 -ATTENDANCE AND LEAVE Attendance Records Attendance reports shall be completed by each employee and submitted to their respective department heads. Each department head shall be responsible for verification and transmittal of such reports to the Finance Department. Such reports shall be filed with the Finance Department no later than the first work day of a bi-weekly payroll period. A master attendance record shall be maintained for each employee by the Finance Department. This record shall reflect all absences • including sick leave, vacations, civil leave, and military leave and shall be made available to the employee for inspection, upon request. Copies of all leave request forms must be forwarded by department heads to the Town Manager for approval. An official leave record file will be maintained in the Finance Office. 8 w, a ~~' u - ~, , °- r SECTION 3 -SALARY APPROVAL AUTHORITY The salary of each position within the Highland Beach organization shall be determined by the position classification system (Long Associates Payroll and Classification Survey, June 1987). The salary of all employees at the time of employment, as well as increases which result from promotions or decreases which result from discipline or other adverse actions, shall be approved by the Town Manager. The Town Manager, under the policy direction of the Town Commission, shall be responsible for the overall administration of Highland Beach personnel policies and procedures. However, the heads of each department shalt be responsible to the Town Manager for ensuring that the personnel policies and procedures are carried out day-by-day in their department. The Finance Department will make deductions from the employee's pay for Social Security and for Federal income tax, as required by law, and also for additional family health insurance and ICMA pension program, and Nevv York Life Insurance. Membership in the Credit Union of Palm Beach County is offered to employees with deductions being made by the Town. No other personal deductions shall be made by the Town on behalf of an employee, unless required by law. Deductions will be made on a bi weekly basis from the employee's salary. ~1 Merit Pav based on the overall evaluation or the yearly evaluation, the following merit increase may be granted, effective on the established anniversary date: 5% Excellent 4°~ Good 3% Satisfactory 0% Anything less than satisfactory 7 1/2/98 ALTHOUGH I AM EXTREMELY SUPPORTIVE OF A PROPERLY CONDUCTED MANAGEMENT AUDIT, I MUST AT THIS TIME EXPRESS MY OBJECTION TO THE CURRENT PROCESS FOR THE FOLLOWING REASONS: 1. I TAKE EXCEPTION TO SEVERAL OF THE CONCLUSIONS EXPRESSED IN THE SUMMARY UTILIZED WHICH WAS NOT EITHER REVIEWED OR APPROVED BY THE TOWN COMMISSION FOR USE AS A BASIS FOR THE RECEIPT OF FORMAL PROPOSALS. 2. NO ONE WAS PRIVY TO THE INDIVIDUAL CONVERSATIONS BETWEEN COMMISSIONER REED AND EACH OF THE CONSULTANTS INTERVIEWED AND SOLICITEpl SO THERE IS NO WAY TO KNOW WHETHER EACH CONSULTANT WAS GIVEN THE SAME FACTS AND TREATED EQUALLY./ A QUICK REVIEW OF THE PROPOSALS SHOWS A RANGE BETWEEN $4,900 AND $25,000 WHICH CLEARLY SHOWS THAT THERE HAD TO BE SOME MISCOMMUNICATION OR MISUNDERSTANDING AMONG THE CONSULTANTS. 3. I BELIEVE THAT THE TOWN COMMISSION AS A WHOLE NEEDS TO BE INVOLVED IN THE SETTING OF THE SCOPE OF SERVICES REQUESTED AS WELL AS THE INTERVIEWING OF QUALIFIED CONSULTANTS. 4. I BELIEVE THAT WE SHOULD USE THE INFORMATION FOR WHICH THE TOWN PAID $1,730.00 TO THE TOWN ATTORNEY WHO SET OUT THE APPROPRIATE CODE SECTIONS REGARDING THE VARIOUS OFFICIAL AND STAFF FUNCTIONS TO OFFSET A PORTION OF THE COST ASSOCIATED WITH SOME OF THE REQUESTED REVIEW; AND 5. THE TOWN MANAGER HAS THE AUTHORITY AND RESPONSIBILITY OF NOT ONLY TAKING PART IN THE DISCUSSIONS OF ALL MUNICIPAL MATTERS, BUT TO RECOMMEND TO THE COMMISSION THE ADOPTION OR PASSAGE OF VARIOUS MEASURES. BASED ON THE ABOVE, AS WELL AS THE FACT THAT NEITHER I NOR THE TOWN ATTORNEY RECEIVE ANYTHING ON THIS ISSUE UNTIL CLOSE TO NOONTIME TODAY, I FORMALLY REQUEST THAT THE TOWN COMMISSION DEFER ANY ACTION ON THIS MATTER UNTIL SUCH TIME AS AN APPROPRIATE PROCEDURE IS FOLLOWED. m 1 The Town is approximately 50 years old. The Town was originally organized as a political unit in order to have the authority to supply itself with water. At the time, the surrounding towns would not assist the families that lived on the beach, with their water problem. Initially 26 families created the town and by the time of the first election, 126 people could vote. What with relatively few people in the Town, most of whom worked)+*/D because there were no citizens trained in town management, it was more expedient to employ a strong operations manager. We have a town of more than 3,000 households with another 1,000 due in town. . Five elected Commissioners . Approximately 55 employees . 40 +/- advisors sitting on A Town attorney A Town CPA Various advisors who have be done in-house. five town boards been called in to do work that should The Commission has been challenged on a number of fronts including final authority and responsibility to the public and with being uninformed as to what constitutes a strong manager type of government. 1. In this light, we are presently seeking to engage a consultant not presently associated with the town operation or administration, to conduct a survey with the following parameters. ACTION/PURPOSE: To examine and review the Town codes, ordinances, and policies and procedures. To determine the common and several separate duties, authority, and responsibility of: 1. The Town Commission 2. Town Manager 3. Town Advisory Boards 4. Non-employee contract individuals) or companies engaged to perform services for the town. Report, in writing to the Commission, the review findings; make recommendations as to the need to amend, repeal existing code, ordinances, policies and procedures, or change the present form of government. Should you be interested in submitting a proposal, you may make your proposal as elaborate or as brief as you wish. However, included in it a summary of your and/or your company's: a. Qualifications to perform the work b. Related experience C. List of clients you have worked for d. Your fee schedule This writing is in no manner a circumstance to be considered a contract, engagement letter or employment offer. This writing is to be considered a general outline of the work we would want to be done. This writing is further subject to change, modification and withdrawal at our will, choice and discretion. Further, this is not to be construed as a binding contract between the parties, as contracts can only be approved by the Commission as a whole If you are interested in submitting a proposal, do so by December 29, 1997. Address same to: Commissioner Thomas J. Reid Town of Highland Beach 3614 South Ocean Blvd. Highland Beach, FL 33487 In the meantime, should you have a question, call me at 561-278- 4548 any morning between 9 and 10 A.M. HODGSON, RUSS, ANDREWS, WOODS & GOODYEAR To: Tom E. Sliney, Esquire From: Larry Corman, Esquire Date: January 28, 1998 File No./Re: Town Of Highland Beach - Determining Entitlement to and Amount of "Excel" Payments Section 3.3 of the Personnel Rules and Regulations of the Town of Highland Beach dated March 19, 1997 provides, in pertinent part that: A. That "Excel" employee merit payments be calculated on the employee's established -anniversary date. C. The amount awarded under the "Excel" program be based upon the same percentage criteria as merit pay adjustments as provided in the merit pay policy. The Merit Pay Policy is set forth in Section 3.1 of the Town's Personnel Rules and Regulations, and provides as follows: Based on the overall evaluation or the yearly evaluation, the following merit increase may be granted, effective on the established anniversary date: 5% Excellent 4% Good 3% Satisfactory Anything less than satisfactory The pertinent sections of the Town's Personnel Rules and Regulations are attached. Accordingly, based on their evaluations of her job performance, the Town Commissioners will have to determine which category the Town Manager's job performance fell within to decide whether or not to award the Town Manager an Excel payment and, if so, the amount of the payment. If you need any additional information, please so advise me. LC/lp 89524 A 2 Inflation Adjustment The Town Commission may grant a yearly basic salary inflation adjustment increase, predicated on employee wages as of September 30 in a given year. If granted, the inflation adjustment increase will not be effective until the first pay period in December of the same year (not to be retroactive until October 1). The United States Government Bureau of Labor Statistics Report (nationwide table - sample attached) for the 12 month period ending April 30 each year shall be used in determining the inflation adjustment. 3.3 Excel The Excel Program for merit payments resulting from longevity as contained in the June 1987 Long Report is adopted and shall be administered as follows: A. That "Excel" employee merit payments be calculated on the employee's established anniversary date. B. That the "Excel" merit payment be given in the next pay period following such anniversary review. C. That the amount awarded under the "Excel" program be based upon the same percentage criteria as merit pay adjustments as provided in the merit pay policy. D. That the "Excel" payment be made in a single lump sum payment and for positive identification purposes, the payment be by separate check. ARTICLE 3 - ATTENDANCE, LEAVE AND BENEFITS SECTION 1 -ATTENDANCE AND LEAVE Attendance Records Attendance reports shall be completed by each employee and submitted to their respective department heads. Each department head shall be responsible for verification and transmittal of such reports to the Finance Department. Such reports shall be filed with the Finance Department no later than the first work day of a bi-weekly payroll period. A master attendance record shall be maintained for each employee by the Finance Department. This record shall reflect all absences including sick leave, vacations, civil leave, and military leave and shall be made available to the employee for inspection, upon request. Copies of all leave request forms must be forwarded by department heads to the Town Manager for approval. An official leave record file will be maintained in the Finance Office. Ll SECTION 3 - SALARY APPROVAL AUTHORITY The salary of each position within the Highland Beach organization shall be determined by the position classification system (Long Associates Payroll and Classification Survey, June 1987). The salary of all employees at the time of employment, as well as increases which result from promotions or decreases which result from discipline or other adverse actions, shall be approved by the Town Manager. The Town Managpr, under the policy direction of the Town Commission, shall be responsible for the overall administration of Highland Beach personnel policies and procedures. However, the heads of each department shall be responsible to the Town Manager for ensuring that the personnel policies and procedures are carried out day-by-day in their department. The Finance Department will make deductions from the employee's pay for Social Security and for Federal income tax, as required by law, and also for additional family health insurance and ICMA pension program, and New York Life Insurance. Membership in the Credit Union of Palm Beach County is offered to employees with deductions being made by the Town. No other personal deductions shall be made by the Town on behalf of an employee, unless required by law. Deductions will be made on a bi weekly basis from the employee's salary. 3] Merit Pay Based on the overall evaluation or the yearly evaluation, the following merit increase may be granted, effective on the established anniversary date: 5% Excellent 4% Good 3% Satisfactory 0% Anything less than satisfactory 7