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2022 04 13 FAC Minutes Special Meeting FINANCIAL ADVISORY COMMISSION MINUTES Page 1 of 4 APRIL 13, 2022 SPECIAL MEETING FINANCIAL ADVISORY COMMISSION SPECIAL MEETING MINUTES WEDNESDAY, APRIL 13, 2022 CALL TO ORDER A special meeting of the La Quinta Financial Advisory Commission (Commission) was called to order at 4:00 p.m. by Chair Batavick. This meeting provided teleconferencing accessibility pursuant to Executive Orders N-60-20 and N-08-21 executed by the Governor of California, and subsequently Assembly Bill 361 (AB 361, 2021), enacted 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 in the Ralph M. Brown Act (Government Code § 54950 et seq.), members of the public, the Financial Advisory Commission, the City Manager, City Attorney, City Staff, and City Consultants may participate in this special meeting by teleconference. PRESENT: Commissioners Anderson, Campbell, Dorsey, Mast, Mills, Way (joined at 4:04 p.m.), and Chair Batavick ABSENT: None STAFF PRESENT: Finance Director Martinez, Financial Services Analyst Hallick, Management Assistant Delgado, Management Specialist Mignogna, and Public Works Director/City Engineer McKinney. PLEDGE OF ALLEGIANCE Commissioner Mills led the audience in the Pledge of Allegiance. PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA – None COMMISSIONER WAY JOINED THE MEETING AT 4:04 P.M. CONFIRMATION OF AGENDA Staff requested that Study Session Item No. 1 be moved up and considered before the Consent Calendar. The Commission concurred. FINANCIAL ADVISORY COMMISSION MINUTES Page 2 of 4 APRIL 13, 2022 SPECIAL MEETING ANNOUNCEMENTS, PRESENTATIONS, AND WRITTEN COMMUNICATIONS – None STUDY SESSION – taken out of Agenda order 1. DISCUSS PROJECTS TO BE INCLUDED IN FISCAL YEARS 2022/23 THROUGH 2026/27 CAPITAL IMPROVEMENT PROGRAM (CIP) BUDGET Management Analyst Mignogna and Public Works Director/City Engineer McKinney presented the staff report, which is on file in the Finance Department. The Commission and staff discussed CIP transportation projects; funding type and sources; and drainage improvements. Commissioner Mast suggested resurfacing tennis courts at Fritz Burn Park. Staff said they would have maintenance staff take a look at tennis courts conditions. Further discussion followed on parks and facilities projects; La Quinta park locations; City Hall capacity improvements; appropriations for Measure G funding for the Highway 111 Corridor (Corridor) project; possible grant funding for Corridor; overview of Corridor current phase plan; next steps for consultants for the Corridor project; cost and challenges for Village Underground utilities project; Phase II of citywide Public Safety Camera System (PSCS) installations and camera use; potential funding for PSCS; Washington Street sidewalk improvements for fiscal year 2023/24; and Measure G projections for fiscal year 2022/23. The Commission and staff discussed budgeting process for CIP and process for funding projects. The Commission expressed general consensus for the proposed CIP budget as presented; and recommended staff provide the Commission with continuous updates on the Corridor project’s projected appropriations as they become available. CONSENT CALENDAR ITEMS – taken out of Agenda order 1. APPROVE MEETING MINUTES DATED FEBRUARY 9, 2022 2. RECEIVE AND FILE SECOND QUARTER FISCAL YEAR 2021/22 TREASURY REPORTS FOR OCTOBER, NOVEMBER, DECEMBER 2021 3. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORT DATED DECEMBER 31, 2021 4. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORT DATED JANUARY 31, 2022 FINANCIAL ADVISORY COMMISSION MINUTES Page 3 of 4 APRIL 13, 2022 SPECIAL MEETING Motion – A motion was made and seconded by Commissioners Campbell/Mast to approve the Consent Calendar as submitted. Motion passed unanimously. BUSINESS SESSION 1. RECEIVE AND FILE FISCAL YEAR 2021/22 MID-YEAR BUDGET REPORT (Report) Finance Director Martinez presented the staff report, which is on file in the Finance Department. Commissioner Dorsey inquired about the unassigned fund balance for fiscal year 2020/21. Staff said it was a little over $19 million. The Commission and staff discussed review of credit card fees in upcoming fee study (study) and process for study; amounts appropriated for Dune Palms Bridge project; pay down process for the City’s pension liability; and second quarter budget adjustments listed on Exhibit 1 included in the staff report. The Commission recommended holding a future study session for an overview update on CIP project accounting and activity reporting. Motion – A motion was made and seconded by Commissioners Way/Anderson to receive and file fiscal year 2021/22 mid-year budget report, as submitted. Motion passed unanimously. STUDY SESSION – Continued 2. REVIEW AND DISCUSS THE 2022 COMMUNITY WORKSHOP Finance Director Martinez presented the staff report, which is on file in the Finance Department. Commissioner Mills commended Commissioners Batavick and Way on their assistance of simplifying the 10-year Financial Projections (Projections) report. The Commission suggested staff provide the previously used spreadsheet for Projections to the Commission for review in a future Commission meeting as a study session item. DEPARTMENTAL REPORTS All reports are on file in the Finance Department. 1. FINANCE DEPARTMENT CURRENT AND FUTURE INITIATIVES FINANCIAL ADVISORY COMMISSION MINUTES Page 4 of 4 APRIL 13, 2022 SPECIAL MEETING Finance Director Martinez thanked the Commission for their participation in the 2022 Community Workshop on March 12, 2022, and the Special Joint Council, Boards, Commissions, and Committees meeting on March 28, 2022. The Commission inquired on transient occupancy tax sharing agreements and how they are disclosed in the Annual Comprehensive Financial Report. COMMISSIONERS’ ITEMS – None ADJOURNMENT There being no further business, it was moved by Commissioner Campbell/Mast to adjourn this meeting at 6:11 p.m. Motion passed unanimously. 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: 2022.05.12 12:21:01 -07'00'