2020.08.20_FAB_Minutes_SpecialTOWN OF HIGHLAND BEACH
TOWN VIRTUAL FINANCIAL ADVISORY
y, BOARD SPECIAL MEETING MINUTES
Town Hall / Commission Chambers Date: August 20, 2020
3614 South Ocean Boulevard Time: 3:00 P.M.
Highland Beach, Florida 33487
1. CALL TO ORDER
Chairperson Stern called the meeting to order at 3:04 P.M.
2. PRESENT UPON ROLL
Member Ronald Reame
Member Richard Greenwald
Member Edward Kornfeld
Vice Chairperson Natasha Moore
Chairperson David Stern
Administrative Support Specialist Ganelle Thompson
ADDITIONAL STAFF PRESENT
Town Manager Marshall Labadie
Finance Director Matthew Lalla
ABSENT
Member Neil Eisenband
Member John Stump
3. PLEDGE OF ALLEGIANCE
The Financial Advisory Board led the Pledge of Allegiance.
4 PUBLIC COMMENT
Chairperson Stern asked if there were any public comments. Ms. Thompson informed
the Board that there were no public comments.
Virtual Financial Advisory Board Special Meeting Minutes
Date: August 20, 2020 Page 2 of 5
(� 5. APPROVAL OF MINUTES
A. July 09, 2020 - Regular Minutes
Chairperson Stern asked if there were any corrections to the July 09, 2020 Regular
Minutes. Hearing none, he called for a motion to approve the minutes as presented.
Motion: Member Greenwald moved to approve the July 09, 2020 Regular Minutes.
Member Reame seconded the motion, which passed (5-0) unanimously.
6 UNFINISHED BUSINESS
There was no unfinished business.
7. NEW BUSINESS
A. Review of Fiscal Year 2020-2021 Commission Approved Budget (All
Departments and Accounts)
Chairperson Stern read the title into record and discussion ensued about Fiscal Year
2020 — 2021 Commission Approved Budget as it related to year-to-date amounts and
the financial status through the month of July.
O Town Manager Labadie presented a PowerPoint presentation and discussed all
departments and accounts for Fiscal Year 2021-2021 Commission Approved Budget.
There board members asked numerous questions about the budget. Discussion ensued
about the estimated revenues, the projected seven percent in the Fire Rescue Budget,
the true up in the Fire Contract, the proposed Total Millage Rate, the increase over the
Rollback Rate, the Town's assessed value, the General Fund Revenues and
Expenditures with the breakup of those funds, the Fund Balance, the Unassigned Fund
Balance, and the Building Department's ability to sustain itself.
Further discussion continued about the current Capital Improvements Projects (CIP) in
progress, future CIPs, transfer of debt millage from the General Fund into the Water
Enterprise Fund, the Sewer Enterprise Fund, the back charges associated with the City
of Delray Beach's sewer charges, the true ups, the Town's position on the City of Delray
Beach's recent agreement, the cost of the consultant to review the Fire Contract and of
the potential audit to look at other options for fire -rescue services. Other dialogue was
had about the Town conducting an audit to look at other options for fire -rescue services
as well as the Town creating its own Fire Department.
The Board also discussed potential savings related to not having the 2020 Light Up the
Holidays event and how the holiday decor should be displayed in December. Lastly,
there was conversation about the communication cost increase in the budget and the
Town's strategy to develop a communication plan.
Virtual Financial Advisory Board Special Meeting Minutes
Date: August 20, 2020 Page 3 of 5
B. Review and Recommendation of Healthcare Proposals
`J Chairperson Stern read the title into record. Discussion ensued about the proposed
recommended healthcare plans, the changes in the benefits from the current year to the
next. There was discussion about the insurance companies, as well as the lack of
services that people were rendering during the COVID-19 pandemic, and the negotiation
process with the insurance companies about the healthcare plans.
Chairperson Stern called for a motion to recommend the healthcare proposal to the
Commission.
ACTION: Member Greenwald made a recommendation for the Commission to approve
the healthcare plan. Member Reame seconded the recommendation, which
passed (5-0) unanimously.
Member Reame asked if it was necessary to make a motion to approve the budget as
well. Town Manager Labadie stated it would be a great idea.
There was further discussion about item 7A — Review of Fiscal Year 2020-2021
Commission Approved Budget.
ACTION: Member Reame recommended that the Commission approve the 2020-2021
Budget. Member Kornfeld seconded the recommendation, which passed (5-0)
unanimously.
Member Greenwald provided additional comments and also made additional
suggestions as it related to the budget. He stated that the budget should be approved.
He also expressed satisfaction with the millage rate remaining the same. He suggested
that the Financial Advisory Board make some suggestions to the Commission; three
which were budget related and two which were governance related.
The suggestions were discussed and made as follows:
Direct Budget Related:
1. Fire -Rescue Services: Encouraged that the Commission formally to vigorously and
closely pursue what is going on, to not allow the 14 -week project branch out too long
and to follow up with alternatives and suggestions with the appropriate action/steps
to see if legitimate and viable alternatives could be developed to the existing contract.
2. Water: Encouraged the Commission to look into the issue with the water and figure
out the cost of the Town's water and the water cost per gallon.
3. Storm and Sewage Drains: The Storm and Sewage Drains Project be incorporated
into a detailed action plans once the study is completed and include appropriate
Ofinancials and other components related to budgeting processes.
Virtual Financial Advisory Board Special Meeting Minutes
Date: August 20, 2020 Page 4 of 5
Governance:
O1. Commission and Advisory Board Communications: Improve communication between
Advisory Boards and the Commission, so that the advice given is timely and either
presented in a written form as formal recommendation or presented in person by the
chairperson of each subsequent board. Recommendations by an advisory board
should have an outline so that the Commission is aware of what they are being asked
to do.
2. Finance: Commission working with Town Manager Labadie to put together an
ordered list of strategic initiatives; and moving forward each of the initiatives needed
to be accompanied by a business plan template that would be used. Each project
needed to be accompanied by a readily accessible dashboard and recording so that
progress could be monitored by the Financial Advisory Board and/or similar
boards. Each project should have a timeline and a budget so that an advisory board
could time their meetings, so that appropriate advice could be given in relation to
projects the Commission assign an advisory board.
Chairperson Stern advised that the above were separate issues that needed to be
addressed at a later time.
Discussion was had about the responsibilities of the board. Chairperson Stern advised
that the Financial Advisory Board worked at the discretion of the Commission with the
O ability to make recommendations as the board sees fit. He also stated that each board
had a board report that was done at the end of a meeting that is forwarded to the
Commission. Town Manager Labadie provided additional information as it related to
implementing a strategic plan and the board action report.
Ms. Thompson asked for clarification of the record if the item being discussed was in
reference to item 7A concerning the budget. It was the consensus of the board that item
7A was being discussed. The motion for item 7C was made following item 7B.
8. BOARD MEMBERS REPORT
Chairperson Stern thanked Member Kornfeld for his service as a member on the
Financial Advisory Board.
Virtual Financial Advisory Board Special Meeting Minutes
Date: August 20, 2020 Page 5 of 5
9. ANNOUNCEMENTS
A. Virtual Town Commission Meeting September 01, 2020 -1:30 P.M.
B. Virtual Town Commission Special First Public Hearing Budget Meeting
September 08, 2020 - 5:01 P.M.
C. Virtual Planning Board Meeting September 10, 2020 - 9:30 A.M.
D. Virtual Town Commission Meeting September 15, 2020 - 1:30 P.M.
E. Virtual Code Enforcement Board Meeting September 16, 2020 - 2:00 P.M.
F. Virtual Town Commission Special Second Public Hearing Budget Meeting
September 22, 2020 - 5:01 P.M.
10.ADJOURNMENT
There being no further business, Chairperson Stern adjourned the meeting at 4:28
P.M.
APPROVED ata&MSetember 24,
2020 Virtual Financial Advisory Board Regular
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Meeting. t?,�, �
ATTEST: r '- F' ?,'
David Stern, Chairperson
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Transcribed by Ganelle Thompson
Administrative Support Specialist
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G Ile Thom p on
Date
A(dfninistrati Support Specialist
Ig: 09/15/2020
baw: 09/16/2020
Disclaimer: Effective May 19, 2020, per Resolution No. 20-008, all meeting minutes are
transcribed as a brief summary reflecting the event of this meeting.