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08-10-2016 VC BWS-MPresent: ROLL CALL MINUTES OF THE BUDGET WORKSHOP SESSION VILLAGE COUNCIL OF NORTH PALM BEACH, FLORIDA AUGUST 10, 2016 David B. Norris, Mayor Doug Bush, Vice Mayor Darryl C. Aubrey, Sc.D., President Pro Tem Robert A. Gebbia, Councilmember Mark Mullinix, Councilmember James P. Kelly, Village Manager Melissa Teal, Village Clerk Mayor Norris called the meeting to order at 7:00 p.m. All members of Council were present, except Vice Mayor Bush, who participated via conference call. All members of staff were present, except the Village Attorney. Also present were Finance Director Samia Janjua, Information Technology Director Michael Applegate, and Human Resources Director Britoni Garson. PURPOSE OF THE MEETING Mr. Kelly explained the Fiscal Year 2017 budget items for review and discussion included: • FY 17 Summary of Budget Changes to Country Club and General Fund • Village Council budget • Village Clerk budget • Village Attorney budget • Village Manager budget • Human Resources budget • Information Technology budget • Finance Department budget • Purchasing Department budget • Reserves and Other Expenses FYI SUMMARY OF BUDGET CHANGES — COUNTRY CLUB AND GENERAL FUND Mr. Kelly stated there were no General Fund budget changes since the last meeting. Mr. Kelly provided an update on changes to the Country Club budget since the last budget meeting, as follows: • Utilize reserves to balance budget - $53,003 • Updated personnel costs — ($58,080) o Health insurance o Fund "unfunded position" VILLAGE COUNCIL FY 2017 Budget FY 2016 Budget % increase/ decrease $ increase/ decrease Personnel $50,474 $50,466 0.02% $8 Operating $85,562 $82,245 4.03% $3,317 Total Expenses $136,036 $132,711 2.51% $3,325 Minutes of Village Council Budget Workshop Session held August 10, 2016 Page 2 of 5 Discussion ensued on the expense for accounting and auditing, noting the item had not yet been bid. Council determined by Consensus to change the line item to $27,000. Discussion continued regarding the expense of attending conferences and a reduction of the travel budget. VILLAGE CLERK Mr. Kelly reviewed the organizational chart for the Village Council's Department and noted there were no changes proposed to the three (3) person department. FY 2017 Budget FY 2016 Budget % increase/ decrease $ increase/ decrease Personnel $324,099 $301,351 7.55% $22,748 Operating $35,460 $34,905 1.59% $555 Total Expenses $359,559 $336,256 6.93% $23,303 VILLAGE ATTORNEY Mr. Kelly read from a letter sent by the Village Attorney requesting to raise his hourly fee from $175 to $195. Mr. Kelly explained the contract rate had remained steady since 2006. Discussion ensued regarding the need to increase the line item for Legal Services Labor due to contract negotiations. Council agreed by consensus to amend the contract with the new hourly fee. VILLAGE MANAGER Mr. Kelly reviewed the organizational chart for the Village Manager's Department, which included the proposed addition of a Director of Special Projects. Mr. Kelly reviewed the position and function and stated the position would be direct funded by grant projects. FY 2017 Budget FY 2016 Budget % increase/ $ increase/ 52.76% $158,149 Operating $41,670 $30,900 decrease decrease Legal Services $105,000 $10500 0% 0 Village Attorney Legal Services $10,000 $1000 0% 0 Special Legal Services $25,000 $25,000 0% 0 Labor Total Expenses $140,000 1 $140,000 0% 0 Mr. Kelly read from a letter sent by the Village Attorney requesting to raise his hourly fee from $175 to $195. Mr. Kelly explained the contract rate had remained steady since 2006. Discussion ensued regarding the need to increase the line item for Legal Services Labor due to contract negotiations. Council agreed by consensus to amend the contract with the new hourly fee. VILLAGE MANAGER Mr. Kelly reviewed the organizational chart for the Village Manager's Department, which included the proposed addition of a Director of Special Projects. Mr. Kelly reviewed the position and function and stated the position would be direct funded by grant projects. Discussion continued regarding the number of projects planned for FYI 7. Councilmember Gebbia suggested the major projects budget include money for communication with residents such as banners and other methods, with each project having a communication plan. FY 2017 Budget FY 2016 Budget % increase/ $ increase/ decrease decrease Personnel $457,858 $299,749 52.76% $158,149 Operating $41,670 $30,900 34.85% $10,770 Total Expenses $499,568 $330,649 51.09% $168,919 Discussion continued regarding the number of projects planned for FYI 7. Councilmember Gebbia suggested the major projects budget include money for communication with residents such as banners and other methods, with each project having a communication plan. Minutes of Village Council Budget Workshop Session held August 109 2016 Page 3 of 5 Mr. Kelly explained the professional services line item included purchase of a property, Master Plan implementation, and ongoing surveys. Discussion ensued regarding a compensation study. President Pro Tem Aubrey asked for review of the line item for historian, noting a small amount had been budgeted historically but the line was blank for FYI 7. Discussion ensued regarding the cost of sending out the newsletter and potential cost savings. HUMAN RESOURCES FY 2017 Budget FY 2016 Budget % increase/ decrease $ increase/ decrease Personnel $279,273 $242,172 15.32% $37,101 Operating $91,283 $104,337 -12.51% ($13,054) Total Expenses $370,556 $346,509 6.94% $24,047 Human Resources Director Britoni Garson discussed a reduction in contractual services, explaining a change from Halogen to Munis resulted in cost savings. Ms. Garson reviewed the functions of the software. Discussion continued on the employee relations line item. INFORMATION TECHNOLOGY FY 2017 Budget FY 2016 Budget % increase/ decrease $ increase/ decrease Personnel $323,358 $311,412 3.840YO $11,946 Operating $101)425 $1089300 -6.35% ($6,875) Total Expenses $424,783 $419,712 1.21% $5,071 Information Technology Director Michael Applegate reviewed the contractual services and materials line items briefly. Discussion continued regarding encryption requirements which had been handed down from the FBI and become a new Florida Department of Law Enforcement (FDLE) requirement. FINANCE Mr. Kelly discussed proposed changes to the Finance Department organizational chart, including removal of the Project and Procurement Manager and removal of an Accounting Clerk due to attrition. He noted the Finance Director also oversees one (1) full-time Country Club Accounting Clerk. Mr. Kelly discussed the purchasing analysis he had conducted over the past year since being asked to take over the department. FY 2017 Budget FY 2016 Budget % increase/ decrease $ increase/ decrease Personnel $509,962 $724,911 -29.65% ($214,949) Operating $48,150 $48,550 -0.82% ($400) Total Expenses $558,112 $773,461 -27.84% ($215,349) Mr. Kelly discussed the purchasing analysis he had conducted over the past year since being asked to take over the department. Minutes of Village Council Budget Workshop Session held August 10, 2016 Page 4 of 5 PURCHASING FY 2017 Budget FY 2016 Budget % increase/ decrease $ increase/ decrease Personnel $185,872 $0 $1855872 Operating $16,910 $0 $16,910 Total Expenses $2025782 $0 $202,782 Mr. Kelly explained the proposed creation of the Purchasing Department, adding a Director of Purchasing and making the current employee a full-time Purchasing Agent. Mr. Kelly stated the intent was to bring a Director of Purchasing in for two (2) years to train the Purchasing Agent and to get the Village through the planned construction projects. Mr. Kelly discussed the applicant secured. Vice Mayor Bush questioned whether a department needed to be created for a short-term function. Mr. Kelly responded that Finance had asked the Village Manager to take over the function, and as he looked at it, he saw what needed to be done for the long-term strength of Purchasing. Discussion continued regarding bringing in a Director of Purchasing for the short-term. Council agreed by consensus that they were comfortable with the hire, but continued to discuss creating a separate Purchasing Department and the capabilities of purchasing, as well as whether to maintain the department under Finance or the Village Manager. Mayor Norris asserted a written scope of work and procedural process was needed before moving forward. Mayor Norris stated once that document could be reviewed, Council would be in a better position to determine where the department should be placed. Vice Mayor Bush asked for clarification on why the Finance Director had requested Purchasing be removed from her function. Finance Director Sarnia Janjua explained briefly. Ms. Janjua stated she had asked the Village Manager to review because the person in the department was not able to perform at the level required. Council decided by consensus to remove the team from Finance and place them under the Village Manager with a Manager of Purchasing rather than Director, and not to create a separate department. Discussion continued on hiring a part-time employee versus filling the position contractually. Vice Mayor Bush expressed concern regarding the Purchasing Department being created without involvement of the Village Council. Mayor Norris agreed and stated the discussion should be held outside of the budget review. Mr. Kelly responded to questions regarding the removal of the Accounting Clerk in Finance due to attrition and shifts of data entry from Finance to Human Resources. Council discussed the potential that the department was being understaffed and taking the time to review the need over the next few months. RESERVES & OTHER EXPENSES Ms. Janjua explained the items listed under Reserves and Other Expenses and briefly answered questions from Councilmembers regarding the Capital Contingency Fund. Minutes of Village Council Budget Workshop Session held August 10, 2016 Page 5 of 5 Mayor Norris called for public comment, however there were none wishing to speak. Mr. Kelly reviewed the remaining schedule of budget hearings. ADJOURNMENT There being no further business to come before the Council, the meeting adjourned at 7:58 p.m. c COmpl ted by Jessica Green, MMC, Village Clerk