Minutes 02-27-12 MINUTES OF THE FINANCIAL ADVISORY COMMITTEE MEETING HELD ON
MONDAY, FEBRUARY 27, 2012, AT 6:00 P.M., IN THE BOYNTON BEACH CITY
LIBRARY, ROOM "A ", 208 S. SEACREST BLVD., BOYNTON BEACH, FLORIDA
PRESENT:
Don Scantlan, Chair Barry Atwood, Finance Director
Dennis Dougherty
David Katz
Terry Lonergan
ABSENT:
Jeffrey Fisher
1. Call to Order
Chair Scantlan called the meeting to order at 6:00 p.m.
2. Announcement of Committee Member resignation
Roll call was taken. A quorum was present.
Motion
Ms. Lonergan moved to approve the agenda. Mr. Dougherty seconded the motion that
unanimously passed.
Chair Scantlan announced a member, (William Shulman) had resigned from the
Committee and requested the members encourage those with the needed financial
qualifications to submit an application. It was noted in three months, four members
resigned. It was also announced an organizational chart which had been provided to Mr.
Dougherty should be updated to reflect the existence of the Financial Advisory
Committee. Barry Atwood, Committee Liaison, agreed to update the chart.
3. Approval of February 13, 2012 Minutes — Kindly review in advance of the
meeting
The following changes were made in strikethrough and underline:
Page 1, Mr. Feldman was not present at the meeting.
Page 2, last paragraph, " ... discussion, Mr. Dougherty -Fisher agreed to handle Item
27,..."
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Meeting Minutes
Financial Advisory Committee
Boynton Beach, FL February 27, 2012
Page 2, in the motion paragraph, " . . . to amend the Ordinance so
volunteer -far -the members could elect the position of Chair . . ."
Page 5, sixth paragraph, "Mr. Katz explained he had met with two of all the Unions and
was reaching out to all of them as he has . . ."
Page 6, fourth paragraph, "He explained the form he received last week was based on
2010 population. He inquired how current the information was and Ms. LaVerriere
agreed to update the information."
A member noted that neither a question that was asked at the last meeting about what
was being done to close the budget shortfall, nor the response given by Ms. Byrnes was
reflected in the minutes. After review of the audio, the matter, as stated in the
minutes captured the discussion which was reflected on page 3, last paragraph
continuing onto page 4 as follows: "The Development Department planned to offer
incentives to help move small businesses into the City. Much of the groundwork for the
basis was being done. As to closing the $3 million shortfall for 2012/2013, the Building
Department was already at 64% of its projected revenue and it was anticipated it would
close a good portion of that gap. If they stayed on track, the Department should
accumulate $750,000 to $1,000,000 over their projected revenue."
Motion
Mr. Katz moved to approve the minutes as amended. Ms. Lonergan seconded the
motion that unanimously passed.
4. Review Commission Agenda Item requesting the Commission to amend the
Ordinance creating the Committee
• Select its own Chair & Vice -Chair
• Update Member qualifications for consistency with the Committee
Appointment Application
Chair Scantlan explained the members requested this item be heard by the City
Commission. The item was submitted to the Committee for their review and would be
placed on the March 6, 2012, agenda. As referenced above, the amendment pertained
to the Committee electing its own Chair and Vice Chair, and changed Section
2.243(b)(1) of the Ordinance to conform the Ordinance to the actual Advisory Board
application. The category of "Auditing" was not intended to replace a "Financial
Professional" and the application did not contain "Financial Professional," only "Auditing,
Banking, Pension Plan Management and Financial Planning."
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Boynton Beach, FL February 27, 2012
Motion
Ms. Lonergan moved to approve. Mr. Katz seconded the motion that unanimously
passed.
5. Citizen Survey discussion to include possible extension beyond February
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• 136 electronic attempts
• 25 hardcopy responses will be entered next week
The members were provided with a snapshot of the survey results, to -date. Since
the number of responses received this year was approximately half of what was
received last year, Chair Scantlan proposed to extend the survey to the end of April.
He would then prepare the data in a manner similar to how it was presented to the City
Commission last year.
Brief discussion followed about how the data was organized and it was noted that last
year, the joint workshop was held on May 12, 2011. Since the Committee would have
to prepare an agenda item for this year's workshop, it was recommended the survey
only be extended to the end of March, and extended again if necessary. Chair
Scantlan requested a motion to extend the survey to March 31, 2012.
Motion
Ms. Lonergan so moved. Mr. Dougherty seconded the motion that unanimously
passed.
6. Update by Committee members regarding progress to date of their
assignment areas
Mr. Dougherty noted he was listed as handling Item 24, Ad Valorem Tax, Historical Tax
Rate, which was not his item, nor was Item 23, Business Fees /Assessments —
Comparison to Other Cities. Mr. Atwood agreed to remove his name from those tasks.
Mr. Dougherty gave an update on his tasks which were Item 2, Capital Improvements
Plan; Item 19, Children's Schoolhouse Museum; and Item 31, Public Safety
Communications Hub. He had a meeting scheduled with Jeff Livergood, Director of
Public Works, on various items related to the Capital Improvements Plan and had
conducted more research from other libraries for Item 18. As to the Public Safety
Communications Hub item, a Public Safety Report was due in mid -March which he
could not obtain any sooner. Suggestions were made to assist him to complete his
tasks. No recommendations were put forth at this time.
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Boynton Beach, FL February 27, 2012
Ms. Lonergan provided an update on her tasks which were Item 16, Municipal Elections
Costs; Items 34, 35, and 36, Police, Fire, and General Employees Pension Plans,
respectively, as they related to an Intercity Comparison of Benefits; and Item 8, City
Park Usage Analysis. She expressed she had a meeting scheduled with Janet Prainito,
the City Clerk regarding the Elections. Mr. Atwood had provided her with information
regarding the pensions and as to the City Park Usage Analysis, she had met with
Recreation and Parks Director, Wally Majors. Suggestions were made to assist her to
complete her tasks. No recommendations were put forth at this time.
Mr. Katz gave an update on his tasks, which were Item 20E, Employee Cell Phone
Allowances & City Cell Phone Costs; Item 20D, Employee Car Allowances & Take
Home Cars; and Items 34, 35, and 36, Police, Fire, and General Employees Pension
Plans, respectively, as they related to an Intercity Comparison of Benefits.
Mr. Katz did indicate his recommendations associated with Items 20E and 20D, Cell
Phone Allowances and Phone Costs and Employee Car Allowances and Take Home
Cars respectively, were cut and dried. His recommendations would be to eliminate
them. He clarified he was only speaking to the allowance portion of the two items and
cutting those portions would save the City approximately $122,000.
In reference to the pension plan items, Mr. Katz's involvement pertained to
discussions. He was attempting to meet with all the Unions to obtain feedback from
them in an effort to reduce the City's Annual Required Contribution (ARC) by $600,000.
This could be accomplished through an increase of approximately 2% from each
pension plan participant. The City contributes millions of dollars each year to the plans.
He had met with the Blue Collar and Fire Department Unions who appeared to be
amenable to the 2% increase. The thought was that although the increase would reduce
the employee's pay, the employee would receive the benefit upon retirement. The White
Collar Union also appeared amenable to the same suggestion. He commented he had
not yet met with the Police Union.
Mr. Katz explained he was meeting with Kofi Boateng, Utilities Director, and Jeff
Livergood, Director, Public Works, about privatization and sanitation fees. A two dollar
a month increase in sanitation fees would generate close to $900,000, and it was more
politically palatable than a tax increase. He did not feel reducing any service levels was
appropriate, nor did he favor or think privatization would be beneficial.
Health Insurance was discussed. Presently, the City pays 100% for the employee and
zero for dependents. It was noted in the private sector, employees pay a portion of their
health insurance; however, this item would not be addressed at this time.
Mr. Katz pointed out the amount of money spent on legal fees compared to the City of
Delray Beach and thought there could be a savings. Delray Beach has an in -house
City Attorney. He guessed the amount of money Boynton Beach paid to the City
Attorney's firm was between $1 million and $1.5 million . He thought for $1.5 million, the
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City could have an in -house City Attorney, two assistant attorneys and a legal secretary,
such as Delray Beach has. Mr. Katz believed the legal issues in Delray Beach would not
be any more extensive than those which occur in Boynton Beach.
Chair Scantlan explained he had not made progress on his items He requested
assistance reviewing the information associated with Item 5, Franchise Solid Waste
Services from Mr. Atwood. Chair Scantlan was planning to study a public /private
competition with the A -76 model and determine what City staff might be available to
work in a different function the different roles required for an A76 study.
In reference to Item 17, Paperless Billing, the original discussion was to obtain a
complete wrap- around system; however, the software was cost prohibitive. There would
also be maintenance fees imposed Discussion followed if each household opted out, it
would equate to a savings of $1 per bill. It was noted Bealls department store charged
$1 to issue a paper bill each month. A suggestion was made to change Item 17 from
Paperless Billing to Electronic Billing and address the item next year; however, Chair
Scantlan wanted to leave it on the matrix although it would not be addressed this year
Discuss due dates for Committee members to submit their individual
recommendations for full Committee review and voting prior to
presentation to the City Commission. (Copy of Recommendation Form is
attached)
• Committee vote was taken at the March 28 meeting last year
• Recommendations were submitted to the City Commission at the April 5,
2011 meeting
7. Discuss date to request Joint Workshop with City Commission (Thursday,
May 12th last year)
This item was discussed at the last meeting; however, the Committee had to
request a date. It was noted that if the survey was extended and was not completed
until March, 31, 2012, the recommendations would be due April 9th. There was
agreement the recommendations would be due and voted on in April and presented on
May 10th or May 17th, with May 17th being the target date.
8. Review recommended changes to Utility Meter Services fee schedule.
This initiative was undertaken by three of the meter readers in the Utility Department. It
was noted the employees put a lot of effort into the study, which included a comparison
of fees with other jurisdictions, and they were not paid for their work. The study was
excellent. It was known that 20% of the meters in Boynton Beach do not read. A
suggestion was made to discuss this item at the next meeting Mr. Atwood pointed out
this item would not affect the General Fund budget, and suggested the Committee's time
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may be better spent on items what would affect the General Fund. After further
deliberation, there was agreement to defer this item.
Mark Karageorge, Community Redevelopment Agency Board Member, commended
the Committee for their work.
9. Adjournment
Motion
There being no further business to discuss, Mr. Katz moved to adjourn. Ms. Lonergan
seconded the motion that unanimously passed. The meeting was adjourned at 7:06
p.m.
L UA '
Catherine Cherry
Recording Secretary
022812
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