HomeMy WebLinkAbout03-10-14 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
MARCH 10, 2014
The Fiscal Affairs Committee met on March 10, 2014, 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
Member Tommy Moser, Alternate Member 1 Jay Martin, and Alternate Member 2 Dottie Kaminski.
Absent: Committee Member Daryl Leonard. Also present were City Secretary Patrice Fogarty, City
Manager Corby Alexander, Finance Director Michael Dolby, Controller Phyllis Rinehart and
Treasurer Shelley Wolny.
2. Consider approval of Minutes of the January 27, 2014, meeting of the Fiscal Affairs
Committee — P. Fogarty
Committee member Moser moved to approve the minutes of the January 27, 2014, meeting.
Alternate Member 1 Martin seconded. MOTION PASSED.
Ayes: Chairman Engelken, Committee Member Moser and Alternate
Member 1 Martin
Nays: None
Absent: Committee Member Leonard
3. Receive presentation of the 2013 Comprehensive Annual Financial (CAFR) Report — M.
Dolby
Finance Director Michael Dolby introduced Tom Pederson from Whitley Penn, and he presented
the 2013 Comprehensive Annual Financial (CAFR) Report.
Mr. Pederson reported the Financial Statements were issued an Unmodified Opinion, and it is the
highest level of assurance an auditor can place on Financial Statements.
Alternate Member 1 Martin questioned the 250 days of Working Capital. Finance Director Michael
Dolby responded the City has to subtract 120 days of Working Capital and $2.6 million dollars in the
budgeted draw down Fund Balance.
Alternate Member 1 Martin asked how many years has Whitley Penn conducted the City audit. Mr.
Pederson responded three years.
Committee Member Moser questioned the total Portfolio amount. Finance Director Michael Dolby
and Tom Pederson advised a $51.6 million total.
Alternate Member 1 Martin questioned if there was an anticipated increase in property values. Mr.
Dolby advised the City usually budgets about a three percent increase based on historical trends.
Page 1 of 2
March 10, 2014, Fiscal Affairs Committee Minutes
Committee Member Moser questioned the Portfolio comparison to last year. Mr. Dolby advised he
will send the information at a later date.
4. Receive and review audit contract renewal — M Dolby
Finance Director Michael Dolby presented the audit contract renewal and advised staff would like to
continue with Whitley Penn for an additional year. Chairman Engelken commented he is fine with
extending the contract for an additional year. All other members were in agreement as well. Mr.
Dolby advised he will bring the contract to the full City Council for consideration.
5. Receive and review Franchise Fee Audit Contract — M. Dolby
Finance Director Michael Dolby presented the Franchise Fee Audit Contract. Mr. Dolby advised
staff received four proposals, and MuniServices was the best candidate to provide the Franchise
Fee Audit services.
The Committee Members were in favor of MuniServices providing the service.
6. Set date for next meeting — M. Dolby
The Committee set April 28, 2014, at 5:00 p.m., as the date and time for the next meeting.
7. Administrative Reports — C. Alexander
There were no Administrative Reports.
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.
10. Adjourn
There being no further business, the meeting was adjourned at 5:21 p.m.
Respectfully submitted,
Patrice Fogarty, Cit S cretary
Passed and a proved on theG-�eay of49��t, 2014.
Chairman Chuck E gelken
Page 2 of 2
March 10, 2014, Fiscal Affairs Committee Minutes