04-14-2010 VC SP-A~iliage Cierk
APR 0 b 2010
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Council's FY2011 Goals and Objectives Meeting Agenda
April 14t" 2010
FY2010 Mid-year Budget review
- Country Club
- General Fund
- Tax distribution schedule comparison (FY2008 - FY2010)
- Village Investment Policy
- Undesignated Fund Balance or "Reserves"
Fiscal Year 2011 Budget
- FY2011 Tax Revenue Projection -Property evaluations
- Opportunities and
- Specific Challenges and what can/has be done to address them!
Strategic planning for the Village
- S.W.O.T. (Strengths, Weaknesses, Opportunities & Threats)
Council's FY2011 Goals & Objectives
- Reviews of current year's Goals & Objectives and revise where
appropriate.. .
MINUTES OF THE SPECIAL WORKSHOP SESSION
VILLAGE COUNCIL OF NORTH PALM BEACH, FLORIDA
APRIL 20, 2009
• Present:
David B. Norris, Mayor
William Manuel, Vice Mayor
Darryl Aubrey, Sc.D., President Pro Tem
Edward M. Eissey, Ph.D., Councilman
T.R. Hernacki, P.E., Councilman
Jimmy Knight, Village Manager
Melissa Teal, CMC, Village Clerk
ROLL CALL
Mayor Norris called the meeting to order at 6:10 p.m. All members of Council were present.
All members of staff were present, except the Village Attorney. Finance Director Samia Janjua
and Public Works Director Wiley Livingston were present.
GOALS AND OBJECTIVES
Mr. Knight distributed an amended copy of his presentation entitled Village Council FY 2009/10
Goals & Objectives, along with a copy of an article by Theodore H. Pointer and Gregory Streib,
Georgia State University, entitled Elements of Strategic Planning and Management in Municipal
Government: Status after Two Decades.
President Pro Tem Aubrey provided an analysis of the Village's strengths, weaknesses,
opportunities, and threats (SWOT) entitled Village of North Palm Beach SWOT Analysis. Council
discussed President Pro Tem Aubrey's analysis, added additional items, and concluded as follows:
STRENGTHS
Affluent community
Strong financial reserves
Infrastructure in good condition
Taken steps to reduce costs
Generally supportive residents
Unified Council
High quality staff
Advisory Boards/citizen participation
Location/waterways
Tradition/2nd & 3rd generation residents
WEAKNESSES
Shrinking tax base
Shrinking sources of non-ad valorem revenues
State budgets in red
State pressures on municipal taxing authority
Limited retail
No anchor or destination
OPPORTUNITIES
Seek additional funding sources
Service fees
Grants
Seek to influence State legislature
Pursue further cost efficiencies
Improve relationship with business community
Annexation
THREATS
Economy in decline
State and County pressures on home-rule authority
of municipalities
Increase in unfunded mandates
Increased foreclosures of residential property
Under-funded retirement accounts
Hurricane threats
Water shortage
• Mr. Knight noted that afive-star hotel in close proximity to the Country Club would draw guests
to the Country Club, local business and dining establishments, and afford an opportunity for tram
and water taxi service. Regarding annexation, Mr. Knight noted voluntary annexation requests
have been received from property owners west of the railroad tracks, and suggested Council
could consider light industrial uses for the property if that area was annexed.
Minutes of Village Council Special Workshop Session held April 20, 2009 Page 2 of 2
Mr. Knight reviewed the mission statements of the Council and Manager, and suggested
combining both to create a new Mission Statement for the Village. Mr. Knight discussed the
• Village's core values, including exemplary customer service, teamwork, ethics and integrity,
leadership and vision, dedication, open communication, and respect for differences.
Mr. Knight discussed the following five-year (2010-2015) goals: develop financial stability (debt free
status), improve maintenance of infrastructure, maintain Public Safety that is responsive and cost-
effective, enhance public awareness and participation, increase economic development.
Mr. Knight reviewed the Council's current goals and objectives, as well as actions taken to
achieve these goals. Mr. Knight noted that goals must be both attainable and measurable.
MID-YEAR BUDGET REVIEW AND FY 2010 TAX REVENUE PROJECTIONS
Mr. Knight presented amid-year review of the General Fund and Country Club budgets.
Discussion ensued on the Country Club budget. Mr. Knight reported on preliminary contract
negotiations with IGM.
Mr. Knight discussed tax revenue projections for FY 2010 and presented an action plan to offset
the anticipated decrease in ad valorem revenue while maintaining current service levels.
Discussion took place concerning the level of sanitation service currently provided and alternate
revenue sources. Mr. Knight noted that outsourcing of sanitation services is prohibited by
Village Charter, unless approved by referendum.
INVESTMENT POLICY
Mr. Knight gave a status report on the Village's investment policy. Mr. Knight related that
investment advisor PFM Asset Management obtained quotes from banking institutions for
investment custodian services, and TD Bank was selected to provide custodial services; therefore,
monies have been moved from Evergreen to TD Bank. Mr. Knight advised that administration is
not seeking any changes to the Village's current investment policy.
Brief discussion took place concerning funding of the Village's pension plans, which will be
reviewed in more detail during upcoming budget workshops.
GOALS AND OBJECTIVES RECAP
Discussion ensued on changes to the Council's goals and objectives. Mr. Knight noted Council's
final goals and objectives will be presented to departments during the staff budget retreat on May 1.
Council determined to review the information presented and meet again on 4/30/09 (immediately
following the Special Session to appoint advisory board members) t0 finalize lts goals and Objectives for the
coming year. Mr. Knight requested that councilmen communicate their individual goals and
objectives to him before 4/30/09. Mr. Knight will compile these for Council prioritization in
determining its collective goals and objectives on 4/30/09.
ADJOURNMENT
With no further business to come before the Council, the meeting adjourned at 7:45 p.m.
•
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Melissa Teal, CMC, Village Cler
MINUTES OF THE SPECIAL WORKSHOP SESSION
VILLAGE COUNCIL OF NORTH PALM BEACH, FLORIDA
• APRIL 30, 2009
Present: David B. Norris, Mayor
William L. Manuel, Vice Mayor
Darryl C. Aubrey, Sc.D., President Pro Tem
Edward M. Eissey, Ph.D., Councilman
T.R. Hernacki, P.E., Councilman
Melissa Teal, CMC, Village Clerk
Jimmy Knight, Public Safety Director
ROLL CALL `
Mayor Norris called the meeting to order at 8:04 p.m. All members of Council were present.
All members of staff were present, except the Village Attorney. Finance Director Samia Janjua
was present.
GOALS AND OBJECTIVES
Mr. Knight distributed a compilation that included goals and objectives from each councilman
along with Council's previously identified goals and objectives.
Council discussed and prioritized its goals and objectives for fiscal year 2009-2010 as follows:
1. Protect the Financial Integrity of the Village in a Difficult Economic Environment
a. Seek alternative sources of funds including grants
b. Seek to influence Florida legislature in areas of unfunded mandates, taxation, and revenue sharing
c. Continue to advance abusiness-friendly atmosphere in the Village and work with the
Northern Chamber of Commerce to encourage new businesses and promote economic development
d. Pursue debt-free status in the Village
e. Actively pursue annexation opportunities where and when available
f. Address Pension Fund unfunded liabilities
2. Maintain a High Quality of Life in the Village
a) Improve and maintain Village waterways as a unique Village asset
b) Maintain the highest quality of public safety services through national accreditation of its law
enforcement component and through fire rescue level of service partnerships
c) Encourage high standards for the overall appearance of the community
d) Enhance communication with residents through mediums such as the Village Newsletter and website
e) Improve communication and response to the public; encourage suggestions from the public
f) Maintain service levels in the face of declining revenue sources
3. Maintain and improve all Recreational Facilities of the Village
a) Maintain high level of appearance and maintenance of Country Club facilities (including
• tennis and swimming) and all Village parks
b) Seek ways to improve the use of parks by residents
c) Actively promote resident and non-resident use of the Country Club facilities
d) Further improve Country Club activities and related services
e) Enhance golf membership through increased member events
Minutes of Village Council Special Workshop Session held April 30, 2009 Page 2 of 2
• 4. Enhance the Spirit and Participation of our Community
a) Encourage Village resident participation on Boards, programs and events
b) Improve communication with businesses; encourage participation of businesses in Village events
c) Enhance and promote organized youth sport leagues and programs within the Village
d) Continue Village volunteer service similar to the very successful "Support Our Troops" program
5. Improve the Overall Appearance of the Village
a) Continue improvement of code compliance and education with special emphasis towards the
abatement of nuisance and abandoned properties
b) Continue support of the Northlake Boulevard Corridor Task Force to bring about uniform
beautification
c) Maintain uniformity of Village property design, colors and signage
d) Maintain high standards of overall appearance throughout the Village including
commercial, residential, village-owned properties and roads.
ADJOURNMENT
With no further business to come before the Council, the meeting adjourned at 9:30 p.m.
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Melissa Teal, CMC, Village Clerk
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