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1998.01.02_TC_Minutes_Special TOWN OF HIGHLAND BEACH MINUTES OF TOWN COMMISSION MEETING SPECIAL WORKSHOP MEETING January 02, 1998 2:30 P.M. Mayor Arlin G. Voress called the Special Workshop Meeting to order in Commission Chambers at 2:30 P.M. Town Clerk Doris Trinley called the roll. The Mayor, Vice Mayor John Rand, and Commissioners David Augenstein, Thomas J. Reid, and Michael W. Hill were present. Town Attorney Thomas E. Sliney and Town Manager Mary Ann Mariano were also present, as were members of the general public. Mayor Voress advised the meeting was being held to have Commissioner Reid review proposals he had received regarding a management audit of the Town. Commissioner Reid gave some background information, and advised that he had contacted a number of firms, many of which expressed no interest in light of the $25,000 budget; others noted time constraints most likely due to tax season. Noting that all had . received the same Scope of Services (attached to and made part of these Minutes), which he had reviewed with them, the Commissioner said he had interviewed four (4) firms and three (3) had responded with proposals: David M. Griffith & Associates Cody Associates Daniel Stump, Esq. Commissioner Reid noted that proposals from both Griffith and Stump included the full $25,000 budget, while Cody proposed the work could be accomplished for $4,900.. The Commissioner further reported that he had checked references where given. Stating she was supportive of a properly conducted management audit, Ms. Mariano read into the record her objections to the current process (attached to and made part of these Minutes). Also for the record, Mayor Voress noted that he took exception to Ms. Mariano's remarks. Vice Mayor Rand and Commissioner Reid also took exception. Substantial discussion took place regarding whether Commissioner Reid's interviews would be sufficient to bring the issue to a vote at the January 06, 1998 Regular Meeting. However, on advice of the Town Attorney, it was the consensus that a Special Meeting should Minutes of Town Commission Meeting Januarv 02, 1998 Special Workshop Page 2 of 2 be scheduled, sometime in mid-January, wherein representatives of the three firms would be invited to review their already submitted proposals with the Commission and answer any questions the members might have. There being no further business to come before the Commission at this time, Mayor Voress adjourned the Special Workshop Meeting at 3:35 P.M. upon MOTION by VICE MAYOR RAND/COMMISSIONER HILL. dmt APPROVE: Arlin G. Voress, Mayor Jo Rand, Vice Mayor ~ ~ ~ ~,~~ ~. David Augenste'~ Commissioner ~~' .~ ~-- ;,~ ~ Thomas e ~ Commissioner ~~` Michael W. Hill, Commissioner DATE: T~/ /C "SCOPE OF SERVICES" per Commissioner Thomas J. Reid 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 because there were no citizens trained in town management, it was more expedient to employ a strong operations manager. Now. 50 years 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 findings; make recommendations as to the need to amend, repeal existing code, ordinances, policies and procedures, or change the present form of government. f 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. 1/2/98 ALTHOUGH I AM EXTREMELY SUPPORTIVE OF A PROPERLY CONDUCTED MANAGEMENT AUDIT, I MUST AT THIS TIlVIE 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 ETTHER 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 SOLICITED 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 TAI~TG PART IN THE DISCUSSIONS OF ALL MUNICIPAL MATTERS, BUT TO RECOMMEND TO THE COMMISSION THE ADOPTION OR PASSAGE OF VARIOUS MEASURES. r ... -. v{ ~ ~:.y _ ,~ 1N TSE ABOVE, AS WELL AS THE FACT THAT NEITgER I NOR TOWN ATTORNEY RECEIVE ANYTHING ON THIS ISSUE V TO NOONTIME TODAY, I FORMALLY REQUEST THAT UNTII. COMNIISSION DEFER ANY ACTION ON THIS MATTER THE TOWN ~~,~w. AS AN APPROPRIATE PROCEDURE IS FOLLOWED. UNTII, SUCg TAE