HomeMy WebLinkAbout05-15-2023 BAC MinutesIV.
CITIZENS BUDGET REVIEW ADVISORY COMMITTEE
MINUTES OF REGULAR MEETING
MAY 159 2023
Chairman Napier called the Citizens Budget Review Advisory Committee meeting
to order at 6:00 p.m.
Pledge of Allegiance was recited by all.
Roll Call
Present
Mr. Middleton
Mr. Hoffman
Mr. Napier
Not Present
Ms. Reed (a) -- Excused
Mr. Newhart -- Unexcused
Mr. Hall -- Unexcused
Mr. McGinn
Ms. Cerda — Late Arrival (via Zoom)
Also Present
Mr. Ken Killgore, Administrative Services Director/CFO
Mr. Joseph Perez, AV Technical Assistant
Ms. Janet Graham, Technical Writer
Vote to Excuse or Not Excuse Absent Members
It was the consensus that Ms. Reed (a) is excused from this evening's meeting, and Mr.
Newhart and Mr. Hall are unexcused from this evening's meeting.
V. Approval of Minutes: Meeting of March 13. 2023
Everyone having had a chance to review the Minutes from March 13, 2023, Mr. Napier
called for a motion. A motion to approve the Minutes as presented from March 13, 2023
was made by Mr. Hoffman, seconded by Mr. McGinn, and approved unanimously via
voice vote.
VI. Review of Second Quarter Financial Report
Mr. Killgore reviewed the quarterly reports which will be submitted to the City Council at
its meeting on Wednesday, May 24, 2023 (SEE ATTACHED). He reviewed that attached
to the Resolution adopting the budget changes is a breakdown of changes that were
made during the quarter. There were several large items, one of which was to appropriate
funds for the golf carts that will be ordered. There is also a City Attorney recruitment
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process, and there will be funds allocated for the consultant regarding that item. There
were also pay rate changes for the exempt employees that were authorized by the
Council. There is also the remodeling project of the Building Department's front counter.
That project is progressing presently. There is the US1 pattern pave replacement. That
is a contract with FDOT, so there was additional funding allocated for that. There was
the collective bargaining agreement for the police officers, and the funds for that approval
were appropriated. There were additional expenses on the golf cart batteries to extend
their lives until the new carts are received. There were no adjustments out of the R&R
accounts. The other adjustments were those that were authorized by the City Manager.
Mr. Killgore reviewed the General Fund Summary, the American Rescue Plan Act Fund,
the General Fund Balance Forecast, the Stormwater Fund Summary, the Airport Fund
Summary, the Golf Fund Summary, and the Building Fund Summary.
Mr. McGinn asked regarding the R&R accounts which Mr. Killgore explained. He further
explained that the R&R fund is carved out of the General Fund Reserves. Mr. McGinn
asked regarding the lower amounts that were spent by some departments during the
second quarter. Mr. Killgore stated that in the General Fund there are not a lot of
departments that are that far under. Mr. Napier added that some of the revenue streams
are approximately 60 days behind. Mr. McGinn asked that that question be tabled until
Mr. Killgore goes deeper into the report.
Mr. Middleton pointed out that the Community Development has been pretty much in the
same ballpark for the second quarter actuals since 2019.
Mr. Killgore reviewed the breakdown of all the outstanding capital projects that have been
established. He stated a good part of those remaining balances are some major projects
that have been going on in the American Recovery Plan Act. He added that there is
hopefully the FEMA money that will be matched with DST funds for the canal restoration
project. There is also some grant funding.
Mr. Hoffman asked regarding the new phone system for which funds were allocated, and
we are two years out, and this project has not yet been completed. Mr. Killgore stated
there was a balance, and he expects that this will be closed out this year. Mr. Hoffman
asked also regarding the Yacht Club Seawall project. Mr. Killgore stated that some of
that is tied in with the hurricanes, Irma and Nicole.
Mr. Napier brought up the funding for the golf course. There was a protracted discussion
regarding this subject among Mr. Killgore and the Board members.
Mr. Killgore reviewed that the interest rates on the cash balances are climbing, which is
encouraging.
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Mr. McGinn asked if the building fund for City Hall is close to being paid off. He asked if
there is a mortgage on this building. Mr. Killgore stated absolutely not. That has been
paid off for over two years. Mr. Napier explained that the City cannot mortgage its assets.
Mr. Killgore explained that the loans that were made to build this building have been
recently paid off in the last year. Mr. Napier stated that governmental property cannot be
mortgaged in the state of Florida.
Mr. Killgore then asked for questions/comments from the Board members.
Mr. Hoffman -- Where in the reports it talks about adjustments for vehicles and mentions
a sports utility vehicle, which Mr. Killgore explained.
Mr. McGinn -- Asked when Mr. Killgore predicts that the next budgeting process will be
begun. Mr. Killgore stated there was some uncertainty with the labor negotiations as to
how to do some of the projections. Hopefully, by this Friday the department heads are to
submit their requests for contractual services. They have already submitted their capital
budget requests. He stated that by June 30t' he should get an estimate on the taxable
values for ad valorem taxes. His estimate is that most of the pay increases that have
been being negotiated will be possible to cover with the expected revenues for next year
from the General Fund. Mr. McGinn stated that there are charter officers being replaced,
and it is getting difficult to hire people, the City is understaffed, and when the budget
review is done that needs to be kept in mind.
Mr. Napier -- He understands that there was a payroll study done, and he assumes
salaries are being adjusted to what that study recommended. Mr. Killgore stated that is
correct, for that point in time. Mr. Killgore added that it is a three-year contract, and they
do call for 5% raises this October and the year after.
Mr. Killgore said the next meeting of the Budget Committee will be July 17', 2023. That
will be the meeting where he presents the initial draft to the staff. Mr. McGinn said he will
be on Zoom for that meeting.
VII. General Discussion by Members
Mr. Middleton -- asked if the City staff is looking to do something with the City Manager
position in regards to contract payout or PTO payout with the present City Manager's
departure, and will that change that department's budget. Mr. Killgore said he cannot
predict that.
Mr. McGinn -- stated he has been to the City Council meetings. He opined that the
more important thing is that there will be some serious recruitment costs. He added that
a City Attorney has been located, and that contract is in the process of being completed.
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Mr. Napier said they are waiting for the 30-day resignation before they can go to a contract
with the woman who has been selected.
Mr. Hoffman -- asked regarding the resignation of the City Manager, who assumes the
$15,000.00 approval for R&R projects. Mr. Killgore said whoever fills that position would
be responsible. Mr. Hoffman asked if that would pass to Mr. Killgore. Mr. Killgore stated
that everything that is spent passes his desk. He sees every invoice. Mr. Napier asked
if Mr. Killgore has authority up to a certain amount and the City Manager has authority for
everything over that amount. Mr. Killgore said everything over the $750.00 requires a
purchase order. Those purchase orders get approved by Jennifer Smith in his office, Mr.
Killgore himself, the Purchasing Manager, and then the City Manager. Mr. Hoffman then
asked regarding the change with Waste Management and the change that will happen to
transfer, will trash collection become an enterprise fund or a special revenue fund, or will
that go through the General Fund. Mr. Napier said it will be collected on the tax bill. Mr.
Killgore said the stormwater comes to the City in a special revenue fund, and the
expenses of that operation are accounted for from those revenues. Mr. Hoffman asked
if the Waste Management will be the same way. Mr. McGinn said the Waste Management
will be directly from the tax office. Mr. Killgore said he thinks that it will be a special
revenue fund so that he can give it straight to the public as tax collections that the City
gets via the County, and then the City will pay Waste Management..
There was additional discussion among all Committee members and Mr. Killgore
regarding the handling of Waste Management fees.
VII. Next Scheduled Meeting Date (Monday. Julv 17, 2023)
Mr. Killgore stated that the next meeting will be on Monday, July 17, 2023. Mr. Napier
said that is when Mr. Killgore will give this Committee a tentative budget.
Vill. Adiourn
There being no further business, Chairman Napier adjourned the meeting at 7:00 p.m.
By: �. A �-� Date:
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