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2021 08 04 FAC MinutesFINANCIAL ADVISORY COMMISSION MINUTES Page 1 of 4 AUGUST 4, 2021 REGULAR MEETING FINANCIAL ADVISORY COMMISSION MINUTES WEDNESDAY, AUGUST 4, 2021 CALL TO ORDER A regular quarterly meeting of the Financial Advisory Commission (Commission) was called to order at 4:00 p.m. by Chairperson Mills. 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 Anderson, Batavick, Campbell, Dorsey, Way, and Chairperson Mills ABSENT: None VACANCY: One STAFF PRESENT: Interim Finance Director Martinez, Financial Services Analyst Hallick, and Management Assistant Delgado. PLEDGE OF ALLEGIANCE Commissioner Batavick led the audience in the Pledge of Allegiance. The Commission welcomed the new Commissioners and all Commissioners shared a brief introduction of their backgrounds and qualifications. PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA None CONFIRMATION OF AGENDA Confirmed ANNOUNCEMENTS, PRESENTATIONS, AND WRITTEN COMMUNICATIONS None CONSENT CALENDAR ITEMS 1. APPROVE SPECIAL MEETING MINUTES DATED JUNE 2, 2021 FINANCIAL ADVISORY COMMISSION MINUTES Page 2 of 4 AUGUST 4, 2021 REGULAR MEETING Commissioner Mills requested the following revisions to the June 2, 2021 Special Meeting minutes: Page 3, the first sentence of Paragraph 1 shall read as follows: Chair Mills thanked Commissioners Hunter, Rosen, and Twohey for their dedicated public service and commitment to the Commission, and dedicated service to the community. Page 4, Paragraph 3 shall read as follows: The Commission inquired if the applications submitted to the City by candidates interested in serving on the Commission would be available for review. Motion A motion was made and seconded by Commissioners Batavick/Mills to approve Consent Calendar Item No. 1 as amended. Motion failed due to the lack of a quorum: ayes 2, noes 0, abstain 3, absent 1 (Way). COMMISSIONER WAY JOINED THE MEETING AT 4:19 P.M. 2. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORT DATED APRIL 30, 2021 3. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORT DATED MAY 31, 2021 Motion A motion was made and seconded by Commissioners Way/Anderson to approve Consent Calendar Items Nos. 2 and 3, as submitted. Motion passed: 6 ayes, 0 noes, 1 vacancy. The Commission expressed general consensus to reconsider Consent Calendar Item No. 1 in accordance with Section 7.3 of Procedure for public meetings adopted on June 2, 2015 via Resolution No. 2015-023. 1. Reconsideration APPROVE SPECIAL MEETING MINUTES DATED JUNE 2, 2021 Motion A motion was made and seconded by Commissioners Batavick/Mills to approve Consent Calendar Item No. 1 as amended by Commissioner Mills and noted above. Motion passed: ayes 5, noes 0, abstain 1 (Campbell), vacancy 1. FINANCIAL ADVISORY COMMISSION MINUTES Page 3 of 4 AUGUST 4, 2021 REGULAR MEETING BUSINESS SESSION 1. APPOINT A FINANCIAL ADVISORY COMMISSIONER CHAIRPERSON AND VICE-CHAIRPERSON TO SERVE FOR FISCAL YEAR 2021/22 Financial Services Analyst Hallick presented the staff report, which is on file in the Finance Department. The Commission nominated Commissioners Batavick and Mills for Chairperson and Vice-Chairperson. Motion A motion was made and seconded by Commissioners Campbell/Anderson to app Batavick and Mills to serve as Chairperson and Vice-Chairperson, respectively for fiscal year 2021/22. Motion passed: ayes 6, noes 0, vacancy 1. STUDY SESSION None DEPARTMENTAL REPORTS All reports are on file in the finance department 1. FIRST QUARTER 2021 (JANUARY-MARCH) SALES TAX UPDATE FOR THE CITY OF LA QUINTA 2. HIGHWAY 111 FORM BASED CODE AND DESIGN CAPITAL IMPROVEMENT PROJECT (CIP) 2019-05 UPDATE Commissioner Mills requested an update on the subcommittee projects list (List) previously distributed to the Commission. Staff provided a verbal update on which subcommittees/projects would be taking place in the next few months and said they would provide the Commission with an updated List by the next Commission meeting. Commissioner Mills said that on July 15, 2021, Commissioner Batavick and himself met with City Staff to discuss some of the following items: roles and responsibilities of the Commissioners, commission meetings, preparation of meeting agendas, Commission subcommittees, and board and commission terms. Commissioner Mills inquired about the recruitment for a new Finance Director. Interim Finance Director Martinez said she is currently the acting Finance Director and Rosemary Hallick is the Interim Accounting Manager. Staff said that the Human Resources (HR) Department had recently executed an agreement with a FINANCIAL ADVISORY COMMISSION MINUTES Page 4 of 4 AUGUST 4, 2021 REGULAR MEETING consultant to assist with this executive recruitment; meet with consultant and finalize timeline for the recruitment process; and Interim Finance Director Martinez, Interim Accounting Manager Hallick and Finance staff are covering the increased job responsibilities until the vacancy is filled. Chair Batavick inquired on status for in person commission meetings. Staff said the City continues to stay updated following Riverside County recommendations and that due to the current COVID-19 variants circulating, virtual Commission meetings will continue. Staff also mentioned that the City is working on the coordination of the location, new set up process for boards and commission public meetings, and that they would let the Commission know in advance when staff is directed to have in-person commission meetings. ADJOURNMENT There being no further business, it was moved and seconded by Commissioners Mills/Dorsey to adjourn this meeting at 5:24 p.m. Motion passed: ayes 6, noes 0, vacancy 1. Respectfully submitted, Jessica Delgado, Management Assistant City of La Quinta, California