Agenda 11-05-12The City of BoMton Beach
FINANCIAL ADVISORY COMMITTEE
MISSION STATEMENT
THE FINANCIAL ADVISORY COMMITTEE'S GENERAL RESPONSIBILITY IS REVIEWING THE IMPACT OF EXISTING OR PROPOSED LEGISLATIVE AND
ADMINISTRATIVE DECISIONS ON THE CITY'S BUDGET, REVENUE SOURCES, AND OPERATIONAL EXPENDITURES. THE COMMITTEE IS RESPONSIBLE
TO MAKE RECOMMENDATIONS THAT MAY FAVORABLY IMPACT THE CITY'S BUDGET AND OVERALL FINANCIAL CONDITION OF THE CITY.
MEETING OF MONDAY, NOVEMBER 5, 2012 @ 6:00 — 8:00 P.M.
LIBRARY CONFERENCE ROOM A
THE COMMITTEE MAY ONLY CONDUCT PUBLIC BUSINESS AFTER A QUORUM HAS BEEN ESTABLISHED. IF NO QUORUM IS ESTABLISHED WITHIN TWENTY (20)
MINUTES OF THE NOTICED START TIME OF THE MEETING, THE CITY CLERK OR DESIGNEE WILL SO NOTE THE FAILURE TO ESTABLISH A QUORUM AND THE
MEETING SHALL BE CONCLUDED. COMMITTEE MEMBERS MAY NOT PARTICIPATE FURTHER EVEN WHEN PURPORTEDLY ACTING IN AN INFORMAL CAPACITY.
AGENDA
1. Call to Order— Don Scantlan, Committee Chair
• Should any members not be able to make the meeting; contact Barry Atwood (Atwood B(Q bb.fl. us)
or (561) 742-6311 by 3 pm Monday as the meeting may be cancelled for lack of a quorum.
2. Introduction of Members (Listing of Current Members attached)
3. Discussion of Committee History and Quick Review of Recommendations —
• Article XVIII Creating the Financial Advisory Committee (Copy attached)
• Executive Summary Committee Recommendations for Budget Year 2012-13 (Copy attached)
4. Discussion of Meeting Dates and Frequency for the Upcoming Year
5. Expectations of City Commissioners and Department Directors
6. Discuss Recruitment of New Committee Members
7. Review and Discuss Committee Member Study Topics and Potential Assignments for FY 2013-2014 —
See attached list of Topics and article entitled "Reducing Your City's Expenses Without Reducing
Services" - Kindly review both attachments in advance of the meetina
8. Other Business
9. Adjournment
Currently scheduled future meeting dates (Targeted for 2nd and 4t" Monday of each month:
• Monday, November 5 — 6:00 PM
• Monday, November 26 — 6:00 PM
• Monday, December 10 — 6:00 PM
• Monday, January 14 — 6:00 PM
• Monday, January 28 — 6:00 PM
C:\Documents and Settings\pylej\Local Settings\Temporary Internet Files\OLKAB\Agenda - 11-05-12.doc
Reducing Your City I s Expenses
V nv
Aft
,.
askedithout
Survit'va
! • !
RIM
• ! •" w •
1978 through1982 ! _ i in
Leon County'sof
• Budget We truly
traditionalprocesses
quest to lower costs and improve our
operations.
For • now,
heard elected officials fromacross
issues of trying to provide - t
-" i •' r r
service requirements of all of the
• ! • w
various interests of th! .
144WIMUNWIrli oil
r
• i •'
needs,MCI -kl Ta ion
zen w retain
your i quality of
Alternative Service Delivery
deliveryAlternative service more
tor to reduce costs.to constantly
• •,
improve r: lower costs.
In addition to the private sector,
examine possible intergovernmental
arrangementsother municipali-
fy, ve'• !
arrangements can have one jurisdic-
tion performing the lead role or have
participating. It is even possible for
•
01.11)
&U61ar
are improved.
Examples of alternative service de-
livery include the following:
• Signing a law enforcement con-
tract with the sheriff or adjacent
municipality(ies).
• Coordinating fire -rescue ser-
vices with the county, adjacent
municipality(ies) or private sec-
tor.
• Merging emergency dispatch
with the county or adjacent
municipality(ies).
• Enacting similar functional
consolidation of services or
simple contract for enforcement
of building and/or regulatory
codes; libraries; planning and/
or community development
functions; purchasing and pro-
curement; vehicle/equipment
maintenance; bulk purchasing
of motor fuels, etc.
Personnel Costs
This is by far the largest cost associ-
ated with governmental services and
should receive the greatest scrutiny
fvr ctst reiucti*x. S912ry zx,i�,exeYits
percent of an average general -fund
operation. While the following will
reduce personnel costs, you need
to be aware that at some point the
compensation package offered by the
•
-1-7 T 2 TAT I V Fit &I
fied personnel:
n Raises Versus Bonuses — A
number of entities have gone
to a split system of giving a
small cost -of -living adjustment
(COLA), with the remainder
as a bonus. The COLA portion
increases the base salary only
slightly, while the bonus is a one-
time event and does not increase
the base. This reduces personnel
costs over time by limiting the
growth in the base salary.
m Reduce or Eliminate Sick and/
or Vacation Leave — Depending
on how your jurisdiction treats
conversion of sick leave to an-
nual leave or cash rewards, the
long-term costs can be substan-
tial. Careful reductions of these
benefits can provide significant,
recurring cost reductions well
into the future. Florida League
of Cities employees, for ex-
ample, do not receive sick or
vacation leave; rather, employ-
ees earn "personal time" at a
monthly rate below most local
governments' combined sick/
vacation rates. Employees tend
to be very careful when using
leave; the abuse of just "calling
in sick" in lieu of a vacation
day is greatly reduced. Such
leave can be capped at a couple
of hundred hours, with no cash
conversions allowed. Once the
caR is reached, it's "use it or
lose it." A few jurisdictions copy
the private sector in this regard.
They provide a set number of
weeks of vacation, and it totally
disappears at the end of the year
if not taken. This significantly
limits payout liability when the
employee leaves the organiza-
ti.on.
• Revise/Reduce Pension Bene-
fits for Newly Hired Employees
— Many governmental jurisdic-
tions are readdressing future
pension liabilities either through
defined contribution plans or
through less -generous defined
benefit plans.
• Selective Separation in Con-
junction with Reorganization
— Many jurisdictions instituted
a "hiring freeze" early on in
the economic slowdown. This
allowed numerous positions to
remain vacant 'in anticipation of
significant position reductions as
the dismal budget picture later
revealed itself. It is always prefer-
able to eliminate vacant positions
rather than to tell a valuable
municipal employee that his or
her position is being eliminated.
Occasionally, the reorganiza-
tion will contain some necessary
vacant position that a laid -off
employee is eligible to assume,
but that usually is very limited
due to the sheer number ofPosi-
tion reductions in an economy
as devastating as the current
one. When such targeted posi-
tions contain current employees,
many jurisdictions attempt to
offer severance incentives. These
incentives can include three, six
or possibly nine months' lump
salary payouts, coupled with
possibly six to 12 months' paid
health coverage. Most employees
would rather come away with
some compensation than gamble
with an out-and-out layoff with
more limited severance.
w Voluntary Early Retirement —
Some jurisdictions have found
ways to offer compensation
packages to long-term employ-
ees who haven't reached retire-
ment thresholds, or who have
reached retirement age and have
chosen to continue growing re-
tirement benefits. In the former
option, the plan would need to
be amended if that provision
is not specified; in the latter, it
would require some amount
of additional compensation to
entice them to retire early.
As with each of the employee re-
duction methods discussed above, t
net effect is to make large reductions
reduce future costs. While there are
actions, there are negative effects
as well. These include reductions in
services and/or service levels, as well
organization.
OPPOWE VAGE, PHOTOCISTOCKPHOTO.COWCHRIS BERNARD
Quality Cities — September/October 2009 47
!a 111eir seM ice, request
they suggest reputable private
costsEnergy •'•.
than they were only • o
in the near future may reveal greater
cost-efficienciesshorter
pay -back periods. As you may have
seen, any indication # •
improving world economy.
Below options t! reduce
energy costs:
w Conduct a Comprehensive
Fleet Analysis — Any type of
analysis beyond
quo is positive. R
probing questions into how and
why vehicles • equipment
chosen,!: who eventually uses
them, is a "!'!! start. More•! . • _
Creducingtake-home
privileges,downsizing
tosmaller and more
models,freducing
size ofthe fleet.Some •
• eliminated take-home
vehicles formany staff members
4 replacedthatpolicy
reasonableallowance.
Others have •!•
l vehiclesavailable and require the use of
these over payment of personal
mileage reimbursement, which
at today's mileage rates can
,. R quickly.O
d. •
out-of-town look at a car
underrental of # •
contractcosts,
in-
cluding fuel, run approximately
20 to 22 cents per mile, com-
pared to the state mileage rate at
of 44.5 per mile (and even
higher under IRS rules).
m Major Usage Replacements
technologies Re
ing developed constantly, and
equipment only five to
10 years ! • may have very
short pay -back periods when
replaced. This includes
and heating/cooling systems,
among others. Don't forget to
look at youroperations;
these have tremendous energy
consumption
use of • '
engineer to document equipment
replacements and energy savings
can be extremely beneficial
your bottom
"vampirem Vampire Electronics — The
term power"
the electricity • electronic
appliances! electronics
out of power grid when
you'renot
devices have the potential t:l.. • ..
vampire devices •
extra electricity while in 1 •
mode. R R •
power to keep their electronic
keypads ready to go, even when
they look completelyoff. Exact
figures on • losses tostandby
power !"available,but a
majorrecent on •'
l:that in the United
States, S percent
.. • electricity
usage is due to standby power.
Depending on the efficiency of
your design,1. ! •..
power • 'minimalor
substantial. simple• "•
watt meter can be
inex-
pensive /canquickly identify
which pieces of equipment con -
most • •mode.
Asurgeprotector ,.......!
le
on-off switch can handle several
applicable appliances. Not all
equipmento • •'completely
removedfromelectricity, • have
your • ! •expert
with the identification •
consumption culprits.
DevicesGlobal Positioning System
(GPS) Tracking
••wonders
reducingat • : • : !
increasingand unnecessary mileage, as
well as • • •
Once your ork force knows
management can track travel
locations, datehime, speed and
unnecessary • + of
patterns will change
dramatically.
the boss in theback seat! The
prices of such devices have been
dramatically reducedand can
Rv for quite quickly.
When smaller amountsof ! I:
needed,water are or
hot temperaturesnot
sary, tankless water heaters are
an option. •..
withoutof •
standbyage tank. Therefore, they avoid
the •associ-
ated with storageheaters.
When a hot water tap is turned
on, • 1 water travels through
pipe into the
unit, an electric element heats
the water. 1 a gas-fired unit, a
burnergas
a result, tankless water heaters
deliver a constantR•. of o
water • use far less energy.
Another option is to identify
areas that currently have hot
water where it is not • •
needed. In those cases, simply
disconnect the power to the hot
water heaters.
n Communication Costs — The
use ofwireless electronicdevices
(cell phones, smart phones, etc.)
has grown dramatically R has
increased productivity but it
also has increased cost.Some
jurisdictions found
costs can be reduced by paying
employees • to use
their personal devices,
supplyingthan • "
municipality'scontract.
This is done
allowance.as a car
Another viable way to reduce costs
is to conduct an analysis and audit
of all telecommunication voice. data.
BTJWZM • • i'• • ■
•
•
P"W"A" - - - - - - -.-- - • — I
result of an accideTiLi-&wo,*
factor" is based on your safety history.
Workers' compensation insurance
carriers can reduce or increase base
rates based on a numig ji lactors- ffire
I
is o
make safety such an important issue
among your employees. To get more
$R RN
Wimm • cemcs-wr d *6 er e7vi v
6PULAUL SdIrLf si-pporr are cornmoruy
The Florida League of Cities,
through the Florida Municipal Insur-
ance Trust, takes safety very seriously,
and has many programs to assist in
reducing your League workers' com-
pensation premiums.
Solid Waste Collection
Without getting into the debat�;
about whether you should use mu -
contractors to collect solid__wa_%te�
issue of collection frequency is a very
important cost consideration. The stan-
dard collection frequency in Florida
appears to be twice weekly for gar-
bage, thqugh a couple of jurisdictions
=* =•_ •
Milm-
savings can be achieved.
Surplus Equipment
Through a special arrangement with
GovDeals Inc., the League provides
an Internet -based auction to Florida
local governments for their surplus
equipment. We encourage you to visit
www.govdeals.com to view the actual
auctions currently under way. This is a
"no up -front cost" arrangement. You
pay nothing to start the service and
only pay a percent of the sales price of
what is sold (typically a much lower
percentage than an auctioneer will
charge). Local governments have the
freedom to withdraw a product from
sale at any time, or to reject all bids
without paying a fee or penalty.
Opportunity Costs for Investments
This is sort of like losing money
when you could be making more.
Curre-rtiv. returns o-tt sliort-terwo i
*u
be silmificant. Since ma— -Ita-1-
that these reaturements limit thig ta
•tificates of Deposit, or insured bank
accounts. Other options are available
that may be able to increase returns
while still providing safety and liquid-
ity. The Florida Municipal Investment
Trust offers three high-quality bond
'&'#F MJ'1111S ITUdL 111VIMi MaMrs-or
your local bank has to offer.
�een employed with the League since
NNW wo
ginning in 197S. He can be reached via
e-mail at ksmall@flcities. com.
PHOTOCISTOCKPHOTO.COM/PAULVASARHELYI
Quality Cities — September/October 2009 51
CITY OF BOYNTON BEACH
2012-13
FINANCIAL ADVISORY COMMITTEE
Established per Ordinance No. 10-009
Amended per Ordinance No. 12-005
Professional
Member Name, Address &City Zip Code
Term
Term
Telephone
E -Mail
Qualifications
Appointed
Expires
REGULAR MEMBERS
(11)
GRADY, Jeffrey, R.
10/2/12
Jun -14
275-8140
Jeff ,LeadMeMedia.com
Mktg & Dev Mgr
720 N Broughton Cir
(33436)
(7)
GRANT, Steven
6/19/12
Jun -12
880-5529
GrantLegalFL ,GMail.com
Attorney
29 Beechdale Lane
(33426)
(9)
Lonergan, Terry
8/3/10
Jun -13
641-4725
TerryL33436 ,Yahoo.com
Retired Bank Teller
45 Rutland Lane
(33436)
(11)
Scantlan, Don, Chair
6/1/10
Jun -13
433-5711
DScan1 ,AOL.com
Director of Programs
13 Cedar Circle
(33436)
340-1061 X2223
(7)
Sparrell, John P.
9/4/12
Jun -13
734-7196
Cosmin ,Comcast. net
Civil Engineer
2830 SW 5th Street
(33435)
Open
Jun -17
Open Jun -14
ALTERNATE MEMBERS
Open Jan -14
Open Jan -14
CITY EMPLOYEE REPRESENTATIVES
Barry Atwood, Finance Director 742-6310 Atwood B(d-)bbfl. us
Tim Howard, Deputy Finance Director 742-6312 HowardT(d-)bbfl.us
Lori LaVerriere, Interim City Manager (Back-up) 742-6013 LaVarriereL(d-)bbfl.us
At Least 5 regular members shall have one of the following professional qualifications:
(1) Certified Public Accountant
(2) Accounting Professional
(3) Finance Professional/Auditing
(4) Certified Financial Planner
(5) Investment Advisor
(6) Insurance Professional (property/casualty or health)
(7) Business Owner/Manager
(8) MBA or MPA degree (with high levels of accountability/responsibilities with budget and organization oversight)
(9) Banking
(10) Pension Plan Management
(11) Financial Planning & Management
(12) Remaining four members may be at large
C:\Documents and Settings\pylej\Local Settings\Temporary Internet Files\OLKAB\ \ Committee Members - As of 10-24-2012
CITY OF -• •
a
Financial Advisory Committee - Potential Issues for Study and Assignment Areas
Item Issue Department Contact Area Assignment
# Initial I Follow Up
1
City Services Survey
City Manager
City Manager
2
Capital Improvement Plan (CIP) Analysis
Finance
Budget / Public Works / Utilities
3
Debt & Debt Service
Finance
Finance
4
Franchise Solid Waste Services
City Manager
Public Works
5
Make/Buy Other City Services
City Manager
TBD
6
Close/Consolidate City Facilities
City Manager
Public Works / Utilities
7
Property / Casualty Insurance Costs
City Manager
Risk Management
8
On -Site Health Clinic
City Manager
Risk Management / Human Resources
9
Pension Plans - InterCity Comparison of Benefits
Finance
Human Resources
10
Analysis of Residential vs. Commercial Tax Base
Finance
Budget - County Property Appraiser
11
Business License Tax - Competitive Analysis
Finance
Development
12
Development Fees - Comparison to Other Cities
Finance
Development
13
Revenue Trends & Forecasts
Finance
Finance
14
Revenue Streams Generated by Other Cities
City Manager
Finance
C:\Documents and Settings\pylej\Local Settings\Temporary Internet Files\OLKAB\ / FAC Study Topics for FY 2013-14 Budget (Sample From FY 2012-13 Budget) / 1
Page 1 of 2
Finance Advisory Committee
Executive Summary for Budget Year 2012-2013
This Executive Summary covers the efforts undertaken by the Boynton Beach Financial
Advisory Committee to support the budget fiscal year 2012-13. This is the second year
of the Committee's existence and for several reasons it was a challenging one. Despite
the challenges, the attached report still provides recommendations and data that should
prove useful to the Commissioners as they undertake a more challenging effort of
creating the FY 2012-13 budgets for the City of Boynton Beach. The volunteers who
make up this Committee put in many hours of effort researching and reporting on the
topics they chose, trying to help the Commissioners in their task of developing a next
year's budget. The support of City Staff, especially Barry Atwood and Tim Howard, were
instrumental in the Committee's accomplishments.
The Committee began last year with a list of topics for review that contained 53
subjects. The topics were a collection of items where revenue could be increased or
costs reduced and were suggested by City Staff or Committee members. For last year's
FY 2011-12 budget workshops, 30 recommendations were made by seven (7) members
on those subjects. This year, the list for FY 2012-13 included 40 subjects. Each
Committee member selected or developed topics that they are interested in, have the
expertise to conduct research, and to make a recommendation which is then voted on
by the Committee. The results are given to the Commissioners in this report for
consideration during the Commission's upcoming annual budget workshops.
One of the most significant challenges this year was membership of the Committee. In
September, when the Committee began its effort for the FY 2012-13 budget year, there
was no Vice -Chair, only one alternate and there was one opening for a regular member.
A total of five (5) members have left the Committee for various reasons (all matter of
public record) with only one addition. Two meetings had to be cancelled for lack of a
quorum. We concluded our work with only four (4) members. The reduced membership
size resulted in a less robust report from the Committee this year compared to last year
and compared to expectations. However, with the results of this year's Citizen Survey
and 22 added recommendations this year with only four (4) members, the work effort
per member exceeded last year.
Some of the recommendations will only be realized after negotiations with various labor
unions and the negotiation, trade-offs or final outcomes will determine the amount of
potential budget savings.
The following table summarizes the topics studied, the resulting recommendation, the
Committee's vote results, and the potential impact on the budget for FY 2012-13 that
totals $6.4 million for the General Fund and $8.1 million for all funds.
Page 2 of 2
Finance Advisory Committee
Executive Summary for Budget Year 2012-2013
The recommendation number and topic below refer to the reference item at the bottom
left side of each of the following FY 2012-2013 Budget Recommendation pages.
No. Topic
FAC Member
Vote Results
Recommendation
Bud et Impact
For/Against
General Fund
Total All Funds
1 City Services Citizen Survey
Don Scantlan
4/0
Consider citizens' opinion
TBD
TBD
2 County -City Redundancies
Don Scantlan
3/1
Establish prioritized list and standard model for
TBD
TBD
converting City functions to Count
3 Make -Buy Other City Services
Don Scantlan
4/0
Maintain status quo
None
None
4 Street Lighting on County/State Roads
Don Scantlan
4/0
Work with League of Cities to exempt cities from
$ 180,000
$ 180,000
lighting costs on Count / State roads
5 Capital Improvement Plan
Dennis Dougherty
4/0
Change CIP planning to be more realistic to budget
TBD
TBD
conditions
6 Schoolhouse Children's Museum
Dennis Dougherty
4/0
Continue funding in the short term, monitor in future
$
$
7 Public Safety Communications Hub
Dennis Dougherty
4/0
Place on hold pending future of Police Department
$
$
8 Impact of New Legislation
Dennis Dougherty
4/0
Assign individual to track fiscal impact of legislation
$
$ -
9 City Commission Salaries & Expenses
Terry Lonergan
4/0
Eliminate unaccountable expense accounts
$ 33,445
$ 33,445
10 Employee Overtime Pay Policies
Terry Lonergan
4/0
Negotiate flex time scheduling in Blue and White
TBD
TBD
Collar contracts
11 Employee Non -Compensation Benefits
Terry Lonergan
4/0
Allow non-resident City staff participate in activities at
$
$
resident rates
Discontinue personal time off, cap accumulated sick
12 Employee Leave Benefits
Terry Lonergan
4/0
leave at 1040 hours, discontinue transferring sick
TBD
TBD
hours to vacation hours
13 Employee Unpaid Furlough Days
Terry Lonergan
2/2
Substitute two furlough days for two paid holidays for
$ 140,250
$ 187,000
all employees
14 Employee Compensation Package
Terry Lonergan
3/1
Discontinue City cell phones and allowances (Impact =
$ 33,500
$ 54,000
only allowances
14 Employee Compensation Package
Terry Lonergan
3/1
Discontinue City take home cars and allowances
$ 36,000
$ 59,000
(Impact = onl allowances
15 Employee Pension Contributions
David Katz
3/1
Increase employee pension contribution by 6% of
$ 2,900,000
$ 3,790,000
sala
16 Employee Car Allowances
David Katz
3/1
Eliminate all car allowances
Included in 14
Included in 14
17 Employee Cell Phone Allowances
David Katz
3/1
Eliminate all cell phone allowances
Included in 14
Included in 14
18 Employee Medical Insurance Contribution
David Katz
3/1
Contribute 50% to medical insurance vs. 0%
$ 1,800,000
$ 2,500,000
19 Additional Revenue Sources
David Katz
3/1
Increase millage rate to 7.3551 to raise an added
$ 500,000
$ 500,000
$500,000
20 Additional Revenue Sources
David Katz
4/0
Raise refuse rates by $1.00 per month to increase
$ 450,000
$ 450,000
transfer to the General Fund
21 Additional Revenue Sources
David Katz
4/0
Reduce CRA boundaries from Gulfstream Blvd. north
Ito
$ 400,000
$ 400,000
Woolbri ht Rd.
22 City Park Usage
Terry Lonergan
4/0
Leave a parks as they are presently
$ -
$ -
23 Municipal Election Costs
Terry Lonergan
4/0
No action recommended
$ -
$ -
Totals
$ 6,473,195
$ 8,153,445
PARTICLE XVIII. FINANCIAL ADVISORY COMMITTEE
14 Sec. 2-240. Creation of Committee.
The City Commission hereby creates and establishes the Financial Advisory Committee.
(Ord. 10-009, § 2, 5-4-10)
14 Sec. 2-241. Purpose and duties.
(a) The Financial Advisory Committee shall have the general responsibility of reviewing the
impact of existing or proposed legislative and administrative decisions on the city budget, revenue
sources, and operational expenditures and make recommendations that may favorably impact the city
budget and overall financial condition of the city. By way of example, but not limitation, the Financial
Advisory Committee will be responsible for reviewing and making recommendations on:
(1) The city's proposed annual operating and capital budget;
(2) Budget development systems and procedures;
(3) Analyzing and recommending sources of revenues;
(4) Employee salaries and benefits;
(5) Pension and retirement benefits for city employees;
(6) Operating expenses and controls;
(7) Reducing or controlling debt service expenses;
(b) The foregoing examples are not intended to limit the scope of financial review that the City
Commission may assign to the Committee from time to time. Specific tasks shall be delineated by the
City Commission by majority vote.
(Ord. No. 10-009, § 2, 5-4-10)
14 Sec. 2-242. Organization.
The Financial Advisory Committee shall consist of a total of seven regular members and two
alternate members each appointed by majority vote of the City Commission.
(Ord. No. 10-009, § 2, 5-4-10)
C, Documents and Settmgs`,p� Iq Local Settmgs,Temporan Internet Files ( )LIiAE`,Ordinance - ARTICLE XVIII - Financial Adh ison Connnittee - Including 12-005.doc
Page I of 3
1() 29 2012
Sec. 2-243. Committee appointments and membership.
(a) All members shall be residents of or own property in the city, own a business within the city
or be an officer, director or manager of a business located within the city. No member of the
Committee shall serve on any other city board or committee.
(b) (1) At least five of the regular members on the Committee shall have one of the following
qualifications:
a. Certified public accountant;
b. Accounting professional;
c. Auditing;
d. Certified financial planner;
e. Investment advisor;
f. Insurance professional (property/casualty or health);
g. Business owner/manager;
h. MBA or MPA degree (with high levels of accountability/responsibilities with budget and
organizational oversight).
i. Banking;
j. Pension Plan Management;
k. Financial Planning & Management
(2) The remaining four members may be at large.
(c) Staggered terms for Committee membership. The initial regular members appointed will serve
as follows: three members shall be for a term of three years, two members shall be for a term of two
years, and two members shall be for a term of one year. Their successors shall be appointed for a term
of three years.
(d) Reappointment, removal, vacancv. All members may be reappointed, without limitation as to
the number of terms served. Members may, at the discretion of the City Commission, be removed with
or without cause. Based on a monthly meeting schedule, a member shall be removed without action of
the City Commission for missing more than three (3) consecutive meetings per year. In the event the
Financial Advisory Committee meets bi-monthly or more, a member will be removed without action of
the City Commission for missing the greater of three (3) consecutive meetings or thirty percent (30%)
of a bi-monthly meeting schedule. Members that have been removed for cause may not be reappointed
for a period of thirty-six (36) months. If there is a vacancy in the membership, the City Commission
shall appoint a new member to fill the vacancy.
(e) Privileges, duties and responsibilities.
(1) Privileges. Members will have voting privileges as set forth herein. Members shall create
and implement riles, policies and procedures necessary to carry out the Financial Advisory
Committee's purpose, in conformance with the provisions of the city's Code of Ordinances and state
law.
(2) The regular members of the Financial Advisory Committee shall vote to appoint a chair,
who shall preside over the meetings of the Financial Advisory Committee, and also vote to appoint a
vice -chair who shall serve in the absence of the chair.
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(f) Alternate members. Pursuant to the City of Boynton Beach Code of Ordinances, the City
Commission shall appoint two alternate members. Alternate members will serve to fill a temporary
vacancy or permanent removal in the Financial Advisory Committee. Alternate members shall be
appointed in the same manner as regular members, and shall meet the qualifications set forth for
regular members. When serving in their capacity as an alternate member, alternate members shall have
the same privileges, duties and responsibilities as a regular member, with the exception that no
alternate member may serve in a capacity as chair or vice- chair, nor may any alternate member be
moved to a regular member unless appointed by the City Commission pursuant to the procedure set
forth herein. The alternate member's term of membership shall run only through the term of the
vacancy they have filled.
(Ord. 10-009, § 2, 5-4-10; Ord. No. 11-012, § 2, 3-15-11)
14 Sec. 2-244. Meetings.
The Financial Advisory Committee shall arrange for an appropriate time and place for meetings.
(Ord. 10-009, § 2, 5-4-10)
)_ ,
9.-�F Sec. 2-245. Procedure for enactment and voting.
All actions subject to a vote shall be enacted as set forth below.
(a) Quorum. The Financial Advisory Committee may not take any action unless a quorum is
present. A quorum shall consist of the physical presence of no less than four voting members of the
Financial Advisory Committee.
(b) Toting. An affirmative vote of a majority of the voting members present shall be required in
order for the Financial Advisory Committee to take any official action. No voting by proxy is allowed.
On final passage, the vote of each member of the Financial Advisory Committee shall be entered on the
official record kept for the meeting.
(Ord. 10-009, § 2, 5-4-10)
-_ . Sec. 2-246. Powers.
Nothing in this article shall be construed as restricting curtailing any of the powers of the City
Commission, or the Charter powers of the City Manager, or as a delegation to the Financial Advisory
Committee of any of the authority or express or discretionary powers vested and imposed by law in the
City Commission. The City Commission declares that the public interest, convenience and welfare
required by the appointment of the Financial Advisory Committee to act in a purely advisory capacity
to the City Commission for the purposes set forth in this article. Any power delegated here to the
Financial Advisory Committee to adopt riles and regulations shall not be construed as a delegation of
legislative authority, but purely a delegation of administrative authority.
(Ord. 10-009, § 2, 5-4-10)
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