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2021.07.08_FAB_Minutes_Special • TOWN OF HIGHLAND BEACH . TOWN FINANCIAL ADVISORY BOARD SPECIAL MEETING MINUTES Town Hall / Commission Chambers Date: July 08, 2021 3614 South Ocean Boulevard Time: 2:00 P.M. Highland Beach, Florida 33487 1. CALL TO ORDER Due to the lack of a physical quorum, the Financial Advisory Board Special Meeting was converted into a Financial Advisory Board Workshop Meeting. Chairperson Stern called the Workshop Meeting to order at 2:09 P.M. and welcomed the new Board members to the Financial Advisory Board. 2. PRESENT UPON ROLL CALL Member Mitchell Pakler (virtually) Member Peter Weiner (virtually) Member Ronald Reame (virtually) Member Richard Greenwald Member David Goldberg (joined virtually at 2:14 P.M.) Chairperson David Stern Administrative Support Specialist Ganelle Thompson ADDITIONAL STAFF PRESENT Town Manager Marshall Labadie Finance Director Matthew Lalla ABSENT Member John Stump 3. PLEDGE OF ALLEGIANCE The Board Members led the Pledge of Allegiance. 4. APPROVAL OF THE AGENDA No motions were made to approve the agenda. Financial Advisory Board Special Meeting Minutes Page 2 of 4 Date: July 08, 2021 5. PUBLIC COMMENT There were no preregistered public comments. 6. APPROVAL OF MINUTES A. March 29, 2021 Due to the lack of a physical quorum, this item was tabled. 7. UNFINISHED BUSINESS There was no unfinished business. 8. NEW BUSINESS A. Welcome New Board Members David Goldberg Mitchell Pakler Peter Weiner B. Nomination of Chairperson Due to the lack of a physical quorum, this item was tabled. C. Nomination of Vice Chairperson Due to the lack of a physical quorum, this item was tabled. D. Proposed Operating Budget Presentation FY 21-22 - Finance Director Lalla Chairperson Stern read the title into record. Town Manager Labadie introduced this item. Finance Director Lalla presented a PowerPoint presentation of the proposed Operating Budget for fiscal year 2021- 2022 as follows: • FY 2022 Budget Overview • FY 2022 Millage Rate • Town's Taxable Assessed Value • Town's Tax Rate • Comparison to Other Jurisdictions; FY 2021 Millage Rates • Impact on Homeowners • How Our Real Estate Taxes are Divided Financial Advisory Board Special Meeting Minutes Page 3 of 4 Date: July 08, 2021 • General Fund Revenues • General Fund Expenditures • Fund Balance in the General Fund • Unassigned Fund Balance in the General Fund • Building Special Revenue Fund • Discretionary Sales Surtax Special Revenue Fund • Water Enterprise Fund • Sewer Enterprise Fund • Monthly Water and Wastewater User Rates Remain Competitive • Unrestricted Net Position in Enterprise Funds • FY 2022 Capital Projects • Major Initiatives for FY 2022 • FY 2022 Budget Calendar Events • Fire Rescue Dept Implementation Costs A Board discussion followed the presentation. Finance Director Lalla proceeded the presentation with an update on the Monthly Financial Report. 9. BOARD MEMBERS REPORT There were no reports from the Board members. 10. ANNOUNCEMENTS July 12, 2021 - 2:00 P.M. Charter Review Board Meeting July 13, 2021 - 1:30 P.M. Town Commission Special Meeting July 19, 2021 - 2.00 P.M. Charter Review Board Meeting July 20, 2021 - 1:30 P.M. Town Commission Meeting July 22, 2021 - 3:00 P.M. Financial Advisory Board Regular Meeting July 27, 2021 - 2:00 P.M. Code Enforcement Board Regular Meeting Financial Advisory Board Special Meeting Minutes Page 4 of 4 Date: July 08, 2021 11. ADJOURNMENT The meeting was adjourned at 3:17 P.M. APPROVED at the August 19, 2021, Financial Advisory Board Meeting. \GHLA ATTEST: o ' 1949 = David Stern, Cfiairperson SEAL Transcribed by Ganelle Thompson Administrative Support Specialist f - og G& lle Thom on, Date Adrrministrative Support Specialist 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. Verbatim audio/video recordings are permanent records and are available on the Town's Media Archives & Minutes webpage: nttps.iihighianGceach-fi.municoaemeetings.cont: