2021 05 12 FAC MinutesFINANCIAL ADVISORY COMMISSION MINUTES 1 MAY 12, 2021
REGULAR QUARTERLY MEETING
FINANCIAL ADVISORY COMMISSION
MINUTES
WEDNESDAY, MAY 12, 2021
CALL TO ORDER
A regular quarterly meeting of the Financial Advisory Commission
(Commission) was called to order at 4:00 p.m. by Vice-Chair Twohey.
This meeting was held by teleconference pursuant to Executive orders N-25-
20, N-29-20, N-33-20, N-35-20, and N-60-20, executed by the Governor of
California in response to the state of emergency relating to novel coronavirus
disease 2019 (COVID-19) and enabling teleconferencing accommodations by
suspending or waiving specified provisions of the Ralph M. Brown Act
(Government Code § 54950 et seq.).
PRESENT: Commissioners Batavick, Hoffner, Hunter, Rosen, and Vice-Chair
Twohey
ABSENT: Commissioner Mills and Way
STAFF PRESENT: Financial Services Analyst Hallick, Interim Finance Director
Martinez, Management Assistant Delgado, Public Works Director/City Engineer
McKinney.
PLEDGE OF ALLEGIANCE
Commissioner Rosen led the audience in the Pledge of Allegiance.
PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA – None
CONFIRMATION OF AGENDA – Confirmed
COMMISSIONER HUNTER JOINED THE MEETING AT 4:15 P.M.
ANNOUNCEMENTS, PRESENTATIONS, AND WRITTEN COMMUNICATIONS
1. DUNE PALMS ROAD BRIDGE – HIGHWAY BRIDGE PROGRAM
(HBP) FUNDING CONSTRAINTS
Public Works Director/City Engineer McKinney and City Consultant and Project
Manager Nickerson, President of NAI Consulting, Inc. presented the staff report,
which is on file in the Finance Department.
FINANCIAL ADVISORY COMMISSION MINUTES 2 MAY 12, 2021
REGULAR QUARTERLY MEETING
The Commission and staffed discussed HBP’s construction cost, funding sources,
reimbursement process, non-reimbursed share cost; and HBP Financial Constraint
Order of Priorities, provided as a hand-out to the Commission, made publicly
available, and will be included in the public record and agenda packet for this
meeting as “Attachment 1” to Presentation Item No. 1. Staff noted this item will
be presented to Council as a study session item at a future Council meeting.
CONSENT CALENDAR ITEMS
1. APPROVE SPECIAL MEETING MINUTES DATED APRIL 7, 2021
2. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORT DATED
MARCH 31, 2021
3. RECEIVE AND FILE THIRD QUARTER 2020-21 TREASURY
REPORTS FOR JANUARY, FEBRUARY, AND MARCH 2021
Motion – A motion was made and seconded by Commissioners Hoffner/Rosen
to approve the Consent Calendar, as submitted. Motion passed: ayes 5, noes
0, absent 2 (Mills and Way).
BUSINESS SESSION
1. REVIEW AND APPROVE THE FISCAL YEAR 2021/22 MEETING
DATES
Interim Finance Director Martinez presented the staff report, which is on file
in the Finance Department.
Motion – A motion was made and seconded by Commissioners Hoffner/Batavick
to approve the fiscal year 2021/22 meeting dates as provided in the staff
report. Motion passed: ayes 5, noes 0, absent 2 (Mills and Way).
COMMISSIONER HUNTER LEFT THE MEETING AT 4:52 P.M.
2. RECEIVE AND FILE FISCAL YEAR 2020/21 THIRD QUARTER
BUDGET REPORT
Interim Finance Director Martinez presented the staff report, which is on file
in the Finance Department.
Motion – A motion was made and seconded by Commissioners Batavick/Rosen
to receive and file fiscal year 2020/21 third quarter budget report, as
submitted. Motion passed: ayes 4, noes 0, absent 3 (Hunter, Mills and Way).
FINANCIAL ADVISORY COMMISSION MINUTES 3 MAY 12, 2021
REGULAR QUARTERLY MEETING
STUDY SESSION
1. DISCUSS FISCAL YEAR 2021/22 PRELIMINARY PROPOSED
BUDGET
Interim Finance Director Martinez presented the staff report, which is on file in
the Finance Department.
The Commission and staff discussed increasing costs for business licenses and
permits; City Manager’s Office budgeted contingency; possible anticipated
increase in expenses for the capital improvement program and its budgeted
contingency. The Commission inquired about Federal Emergency Management
Agency (FEMA) reimbursement for the City. Staff went over status and process
for FEMA reimbursements.
DEPARTMENTAL REPORTS
1. FOURTH QUARTER 2020 (OCTOBER-DECEMBER) SALES TAX
UPDATE FOR THE CITY OF LA QUINTA
Financial Services Analyst Hallick presented the staff report, which is on file in
the Finance Department.
Financial Services Analyst Hallick highlighted the top 25 businesses for sales
tax and Measure G revenues.
2. RECRUITMENT FOR A NEW FINANCE DIRECTOR – VERBAL UPDATE
Financial Services Analyst Hallick announced that Accounting Manager Martinez
has been named as the Interim Finance Director and that Human Resources
and the City Manager’s Office are working on next steps in the recruitment
process for a Finance Director.
COMMISSIONERS’ ITEMS
1. EXPIRATION OF FINANCIAL ADVISORY COMMISSIONER TERMS
Management Assistant Delgado said the terms for four Members of this
Commission are expiring on June 30, 2021; these Members were notified of
this and invited to reapply by the Clerk’s Office on March 29, 2021.
Ms. Delgado provided a summary of all City Boards and Commission upcoming
vacancies.
FINANCIAL ADVISORY COMMISSION MINUTES 4 MAY 12, 2021
REGULAR QUARTERLY MEETING
Staff provided the Commission with an update of the applications received so
far for this Commission’s vacancies. Staff said they encourage those residents
who would like to get involved to apply for any of the opening seats for boards
and commissions.
Commissioner Rosen and Twohey shared that they will not be reapplying for
another term. The Commission and staff thanked those not reapplying for their
service and commitment to the Commission.
2. ELECTRIC VEHICLE (EV) CHARGING STATIONS
Financial Services Analyst Hallick said that this item was request by Chairperson
Mills, however, since Chair Mills was not present, staff was unaware of the
specifics for this item.
The Commission suggested that the City should look into a policy for electric
vehicles (EV) charging stations where there is a permit or fee charged to those
using these charging stations.
ADJOURNMENT
There being no further business, it was moved and seconded by Commissioners
Batavick/Hoffner to adjourn this meeting at 5:47 p.m. Motion passed: ayes 4,
noes 0, absent 3 (Hunter, Mills and Way).
Respectfully submitted,
Jessica Delgado, Management Assistant
City of La Quinta, California
Digitally signed by Jessica Delgado
DN: cn=Jessica Delgado, o=City of La
Quinta, ou=Finance,
email=jdelgado@laquintaca.gov, c=US
Date: 2021.06.03 14:57:32 -07'00'