2014.09.05_FAB_Minutes_Regular TOWN OF HIGHLAND BEACH
MINUTES OF THE
FINANCIAL ADVISORY BOARD
REGULAR MEETING
Friday, September 05, 2014 9:00 AM
Members Present: Chair Gerald Gitner, Board Member Dragos Alexe, Board Member
David Buchsbaum, Board Member Bruce Giacoma and Board Member Edward B.
Komfeld. Also Attending: Finance Director Cale Curtis, Deputy Town Clerk Valerie
Oakes, Public Works Director Edward Soper, Town Manager Kathleen Weiser, Vice
Mayor Ron Brown, Commissioner Carl Feldman, Commissioner Louis Stem and
members from the public.
CALL TO ORDER:
Chair Gitner called the Regular Meeting to order at 9:00 AM in the Town Hall
Conference Room. Roll call was taken by Deputy Town Clerk Oakes.
Chair Gitner welcomed the two new members to the Board, Mr. Dragos Alexe and Mr.
Edward B. Komfeld. Member Alexe and Member Komfeld introduced themselves and
provided their background and qualifications.
ADDITIONS, DELETIONS OR ACCEPTANCE OF AGENDA:
Chair Gitner called for any additions, deletions to the agenda, hearing none, the agenda
was accepted as presented.
PUBLIC COMMENTS AND REOUESTS:
No public comments and requests.
PRESENTATIONS:
• Report on the Public Works Department
By: Ed Soper, Public Works Director
Director Soper provided a report on the FY 2014 /15 recommended budget for the water,
sewer, and public works department (see attached exhibit `A') and discussion ensued
amongst the Board.
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Friday, September 5, 2014 Page 2 of 5
APPROVAL OF MINUTES:
• July 25, 2014 — Regular Meeting
Chair Gitner called for any modifications to the July 25, 2014 Regular Meeting minutes.
Member Buchsbaum — On page 4, it reads "By consensus, the Board agreed that this is
the time to raise the water rates ". I ask that the minutes be amended to state the
following `By consensus, the Board agreed that this is the time to look into the water rate
structure ".
MOTION: Member Buchsbaum moved to approve the minutes of July 25, 2014
Regular Meeting as amended. Member Giacoma seconded the motion, which passed
unanimously.
OLD BUSINESS:
A) Update on the Sale of the Surplus Property
Finance Director Cale Curtis reported that the City of Boca Raton has approved
the Comprehensive Plan Amendment and the Site Plan. The property is
scheduled to close on September 16, 2014, and the Town will receive a check of
$3.5 million less the $50,000.00 deposit for the property.
Chair Gitner — What additional revenue was received over and above the cost of
the property? Director Curtis — We have received $3,500.00 each month for the
last three months for the extension that was given. There was another $20,000.00
for an extension, so approximately $30,000.00 was received over and above the
sale price during this process.
Director Curtis — Regarding the proceeds of the sale, the Board's recommendation
was to not use the money to pay down existing debt. As you can see from
Director Soper's presentation, the Town has a number of capital improvement
projects from the general fund and the utility system that we will look to allocate
a portion of these proceeds to offset any future borrowing or rate increases. For
the time being, I am preparing an action plan to invest the funds in very safe
instruments that will give us a high return; most likely CDs under two years.
Member Alexe — It this the net amount? Do we have any other expenses such as
realtor fees? Director Curtis — No, we essentially represented ourselves. We have
had some ongoing attorney expenses, but we will receive a net check.
B) Discussion on the Proposed FY 2014/15 Budget
Director Curtis — At the last FAB meeting, we reviewed the proposed FY 2014/15
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Friday, September 5, 2014 Page 3 of 5
budget. A few days later, the Town Commission held their first meeting on the
budget.
Below are the recommended changes:
1) Personnel benefits regarding education incentive — The consensus was to
eliminate the incentive for employees hired after October 1, 2014, and
grandfather current employees.
2) The potential passing of the xeriscape ordinance, which would shift the right -
of -way tree maintenance to the Town. We added $75,000.00 to budget for the
tree maintenance; this is for an extremely high scope of services.
Chair Gitner — Does this include the bushes that impede the walkway? Director
Curtis — I do not believe that estimate includes bush maintenance; it is strictly for
tree maintenance. Member Giacoma — As a biker, it is almost impossible to have
two people pass each other. Chair Gitner — It is dangerous because the branches
grow out and if someone comes by in a bike, then you get hit by a branch.
Member Giacoma — That brings up an important point. People should not ride
their bicycles on the pathway; there is a bike lane. This is a very serious issue.
Chair Gitner — The people who ride their bikes on the pathway are those rarely
ride, so they are the people who cannot maneuver around the people on the walk
path. Director Curtis — Regarding the bushes protruding on the walk path and the
right -of -way, I will have staff look at how the potential passing of this ordinance
would affect the Town's responsibility for that.
3) There was $15,000.00 added to the Fire Department for interior maintenance
items to install exhaust fans in the bay area, renovating the showers and the
kitchen area.
4) We added $3,000.00 to the Police Department for the CERT program.
5) We reduced the Library's budget for replacing computers by $1,000.00.
Director Curtis — These are not major changes and they do not affect the bottom
line number. Funds were reallocated from the general fund to cover the
increases /decreases. The Town Commission will hold the Budget Public Hearings
on September 9 at 5:01 PM and September 23` at 5:01 PM in the Library.
Chair Gitner — I did some work with Director Curtis on the meaning of the
$350,000.00. In 1991, $350,000.00 in today's money is less than $200,000.00.
The reverse, if you looked at 1991 the limit ($350,000.00) that was passed by the
voters then, would be approximately slightly over $600,000.00 today. I don't
think that the voters at the time ever envisioned bringing items in "then dollars,"
less than $200,000.00, to the voters. I think that is another important point that
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Friday, September 5, 2014 Page 4 of 5
needs to be made. Member Buchsbaum — I agree. Isn't there a separate advisory
board for this purpose, the Charter Review Board? Director Curtis — In 2012,
there was a Charter Review Board. Member Buchsbaum — Is there currently a
Charter Review Board? Deputy Town Clerk Oakes — Every 10 years the Charter
Review Board will review the charter. Chair Gitner — Perhaps what you are
saying is, maybe, there should be an Ad Hoc Committee to advise the Town
Commission because this is so important. Apparently in 1994 when the fire truck
was bought, it was not brought to the voters and it cost more than $350,000.00. It
made sense to me because it is like the water pipes an ongoing service, yet it was
brought to the voters in 2011 for whatever reason. It is pursuant to an existing
contract — you should not go to the voters for that kind of stuff — you go to the
voters to build a new recreation center, to double deck A1A — not to keep your
water going, it does not make sense. Member Buchsbaum — Maybe there should
be a recommendation from the Board to the Town Commission to formulate a
working group to work on the issue in whatever form they want because it does
affect all of us. Chair Gitner — I don't think anyone has factored what it costs to
run these referendums. Member Buchsbaum — I think developing policy
alternatives makes sense. Manager Weiser — Are you referring to life, health and
safety issues? Member Buchsbaum — I do not know how it is done in other
towns, but I would first look to other towns to see how it is done. Then, try to
relate that back to our needs. Chair Gitner — I question if it is health and safety
because you can say you want to build a recreation center so everyone can go on a
treadmill. Some others might think that is a frill. I am saying that the water pipes,
fire engine, ambulance and police cars are not a frill, they are ongoing services
that the town provides; therefore, it is the Town Manager's job. Why should you
have to take the time to explain this to the voters? The fire engine was rejected.
Now we have the Commissioners on video saying the engine does not work.
There are people on tape saying that the engine does not work, so if it breaks
down during a run, I do not want to be on the other end of a lawsuit. Member
Buchsbaum — I want to be careful to say that we are not trying to make the policy
decision whether or not it should be taken to the voters on any issue. There needs
to be some language developed that might end up to be a valuable alternative to
what we have currently. Director Curtis — We go back to our Charter, which is
law. Can we amend the charter at any given year? Manager Weiser — Yes.
Director Curtis — That is basically what would need to happen. The Commission
would need to add language to accommodate purchases such as this.
MOTION: Member Buchsbaum moved to make a recommendation to the Town
Commission to take a look at this matter by appointing an advisory committee to
look at the issue and develop a recommendation. Member Giacoma seconded the
motion with all in favor.
Member Alexe — Does the Town have a legal emergency fund? Director Curtis —
We do not have a separate designation for a legal emergency fund. What we do
have is a legal budget for our attorneys, insurance, disaster recovery fund
(depending on the type of lawsuit), a budget stabilization reserve that is equal to
Financial Advisory Board Regular Meeting
Friday, September 5, 2014 Page 5 of 5
two months of general fund operating expenditures, and we have a "rainy day"
fund.
NEW BUSINESS:
Director Curtis presented a news release from the Government Finance Officers
Association awarding the Town of Highland Beach the Certificate of Achievement for
Excellence in Financial Reporting (see attached exhibit `B').
ADJOURNMENT:
Chair Gitner announced that the next Financial Advisory Board meeting will be held on
Friday, October 17, 2014 at 9:00 AM.
There being no further business, Chair Gitner called for a motion to adjourn the meeting
at 10:10 AM.
MOTION: Member Giacoma moved to adjourn the meeting at 10:10 AM. Member
Buchsbaum seconded the motion, which passed unanimously.
APPROVED: ( G;
Ge . Gitne 6+
dew I
Dragos A1/ e7: oard Member
David Buchsbaum, Board Member
1
Bruce Giacoma, Boaarrdd Membe
TOWN SEAL
Edward B. rmfeld, ;r . ember
a0 t) airwo-
Valerie Oakes, CMC
Deputy Town Clerk
Date: \Oj l'1114