HomeMy WebLinkAbout01/26/2006 FC minutes
FINANCE COMMISSION
DRAFT
MINUTES OF THE MEETING
JANUARY 26, 2006
VILLAGE HALL BUILDING
DRAFT
1. CALL TO ORDER
The meeting was called to order at 7:05 p.m. Those present included Chairman Charles Bennett and Commissioners Vince
Grochocinski, John Kellerhals, Tom Pekras, Ann Smilanic and Lee Williams. Also present were Deputy Director of Finance
Carol Widmer and Finance Administrative Assistant Lisa Burkemper. Commissioner Rich Micelli and Director of Finance
David Erb were absent.
II. ApPROVAL OF MINUTES
Commissioner Tom Pekras stated that he had a correction in the November 3,2005 minutes. Commissioner Pekras stated that
on the top of page 2 it stated Finance Committee instead of Finance Commission. Commissioner Tom Pekras motioned to
approve the minutes of November 3,2005 as amended. Commissioner John Kellerhals seconded the motion and the minutes
were accepted as amended.
III. DISCUSSION REGARDING PROPOSED 2006 WORK PLAN
Chairman Charles Bennett began the discussion by asking the members if they had any suggested topics to add to the work
plan. Commissioner John Kellerhals asked if the March meeting could be cancelled or moved because he has a conflict.
Chairman Charles Bennett stated he also had a conflict with this date. After a brief discussion Commissioner John Kellerhals
motioned to cancel the March 23rd meeting. The motion was seconded by Commissioner Lee Williams and all were in favor.
Commissioner Tom Pekras stated he had a conflict with the February 23rd meeting/workshop at Northwest Central Dispatch
and asked if it could be moved to February 22nd. Deputy Director of Finance Carol Widmer stated that she would check to
see if the meeting/workshop could be moved to the 22nd.
After a discussion regarding the remaining months the Finance Commission calendar was tentatively set for the year (see
attached).
IV. DISCUSSION REGARDING INVESTMENT POLICY
Deputy Director of Finance Carol Widmer advised the commission members that the investrnent policy remained unchanged
with the exception of Exhibit A which updated the financial institution list. Ms. Widmer gave a brief overview of the policy
and stated that the policy was governed by the Government Financial Officers Association (GFOA) and approved by our
auditors. Ms. Widmer also mentioned that the policy is for operating funds and not for police and fire pension funds.
Commissioner Vince Grochocinski asked for clarification of a couple of items contained within the policy and pointed out a
typographical error on page four (the word ration should be ratio).
Commissioner John Kellerhals asked what the lowest level our reserves are during the year. Deputy Director of Finance
Carol Widmer stated that she could not provide this number without doing a little research.
V. SELECTION OF VICE CHAIR OF FINANCE COMMISSION
Chairman Charles Bennett moved discussion of this item until after the discussion on the Audit Committee.
VI. ApPOINTMENT OF FINANCE COMMISSION MEMBER TO AUDIT COMMITTEE
Chairman Charles Bennett stated that the Mayor had appointed him to a term on the Audit Committee. Chairman Bennett
also stated that he would like to see other members of the Finance Commission be participants in future terms.
SELECTION OF VICE CHAIR OF FINANCE COMMISSION (REVIS TED )
Chairman Charles Bennett opened the floor to nominations for the position of Vice Chairman of the Finance Commission.
Commissioner Ann Smilanic motioned to nominate Commissioner Vince Grochocinski. Commissioner Vince Grochocinski
recognized the nomination but stated that he is currently the secretary and that the commission would have to nominate a new
secretary. Commissioner John Kellerhals seconded the nomination and Commissioner Tom Pekras moved that the
nominations be closed. All members were in favor of electing Vince Grochocinski as Vice Chairman.
Chairman Charles Bennett then opened the floor to nominations for the position of secretary. Commissioner Tom Pekras
moved to nominate Lee Williams for secretary. Commissioner Ann Smilanic seconded the motion and Commissioner Lee
Williams accepted the nominations. Commissioner Tom Pekras motioned to close the nominations for secretary, which was
seconded by Commissioner Ann Smilanic. All members were in favor of the nomination.
VII. SITE VISIT TO NORTHWEST CENTRAL DISPATCH
There was nothing to report.
VIII. OTHER BUSINESS
Chairman Charles Bennett mentioned that he asked Director of Finance David Erb to provide a brief overview of the monthly
Budget Revenue and Expenditure handout. Commissioner Ann Smilanic also mentioned that she would like to see a quarterly
update on investments.
IX. CHAIRMAN'S REPORT
There was nothing to report.
X. FINANCE DIRECTOR'S REPORT
Deputy Director of Finance Carol Widmer advised that the village has selected a firm to bill ambulance fees and that they are
currently working with them to finalize the process. Ms. Widmer also stated that the Fire Department is working on
preparing a brochure to hand out to residents and another for non-residents that explains the bill process.
Commissioner Ann Smilanic asked what the fee amount is the agency will charge. Ms. Widmer stated that the fee is 7% of
the monies they collect.
Chairman Charles Bennett asked if the village has implemented a credit card payment option at the customer service counter.
Ms. Widmer stated that customer service has been accepting credit card payments since November 2005.
XL Next Meeting: February 23. 2006
Commissioner Ann Smilanic motioned to adjourn which Commissioner Vince Grochocinski seconded. The meeting was
adjourned at 8:37 p.m. The next meeting will be Thursday, February 23, 2006.
Respectfully submitted,
~~ 6GV~;(?~
Lisa Burkemper
Administrative Assistant
Finance Department
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