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HomeMy WebLinkAbout10-28-13 Fiscal Affairs Committee Meeting minutesCHUCK ENGELKEN, CHAIR Councilmember District 2 Committee Member DARYL LEONARD Councilmember District 3 Committee Member TOMMY MOSER Councilmember District 4 Committee Member JAY MARTIN Councilmember District 5 Alternate Member 1 DOTTIE KAMINSKI Councilmember At Large B Alternate Member 2 MINUTES OF MEETING OF FISCAL AFFAIRS COMMITTEE OCTOBER 28, 2013 The Fiscal Affairs Committee met on October 28, 2013, at 5:00 p.m., in the La Porte City Hall Council Chambers, 604 West Fairmont Parkway, La Porte, Texas, to consider the following items of business: 1. Call to Order Chairman Chuck Engelken called the meeting to order at 5:00 P.M. Present were Committee Members Tommy Moser and Daryl Leonard, and Alternate Member 1 Jay Martin. Also present were City Secretary Patrice Fogarty, City Manager Corby Alexander, Assistant City Manager Traci Leach, Finance Director Michael Dolby, Controller Phyllis Rinehart and Treasurer Shelley Wolny. Alternate member 2 Dottie Kaminski was absent. 2. Consider approval of Minutes of the September 9, 2013, meeting of the Fiscal Affairs Committee — P. Fogarty Committee member Leonard moved to approve the minutes of the September 9, 2013, meeting. Alternate Member 1 Martin seconded. MOTION PASSED. Ayes: Chairman Engelken, Committee Members Moser and Leonard Nays: None Absent: None 3. Review and review Fourth Quarter (FY 2013) Investment Report — M. Dolby Treasurer Shelley Wolny presented the Fourth Quarter (FY 2013) Investment Report and provided a summary. 4. Receive and review months of June (FY 2013), July (FY2013) and August (FY2013) Purchasing Card Expenditures — M Dolby Finance Director Michael Dolby presented the Purchasing Card Expenditures for months of June (FY 2013), July (FY 2013) and August (FY 2013). Chairman Engeiken questioned a $1,439.00 purchase out of the 2010 Certificate of Obligation Fund for the month of June (FY2013). Finance Director responded it was a purchase that was charged to the 2010 Certificate of Obligation Fund. City Manager Corby Alexander requested Mr. Dolby to verify the transaction; Mr. Dolby located it and stated it was a pump. 5. Receive and review Investment Policy — M. Dolby Treasurer Shelley Wolny presented the Investment Policy. 6. Set date for next meeting — M. Dolby The Committee set January 27, 2014, at 5:00 p.m., as the date and time for the next meeting. Page 1 of 2 October 28, 2013, Fiscal Affairs Committee Minutes 7. Administrative Reports — C. Alexander City Manager Corby Alexander congratulated the Finance Department for recently receiving the GFOA Popular Reporting Award. 8. Committee Comments — Matters appearing on agenda; Recognition of community members, city employees, and upcoming events; Inquiry of staff regarding specific factual information or existing policy. There were no Committee Comments. 9. Adjourn There being no further business, the meeting was adjourned at 5:20 p.m. Re ectfully submitted, Patrice Fogarty y SecWtary / Passed and approved on the ,�A % -aay of 2013. Chairman Chuck Eng Iken Page 2of2 October 28, 2013, Fiscal Affairs Committee Minutes