HomeMy WebLinkAboutFinance 04-29-08 NOTICE OF COMMITTEE MEETING AND AGENDA
ST. CROIX COUNTY
FINANCE COMMITTEE
DATE AND TIME: Tuesday April 29, 2008 — 8:30 A.M.
LOCATION: Room 1281, St. Croix County Government Center,
1101 Carmichael Road Hudson, Wisconsin
I
CALL TO ORDER — Convener of Meeting: Supervisor Standafer
ROLL CALL
ADOPTION OF AGENDA
DATE OF NEXT MEETING: To Be Determined
APPROVAL OF MINUTES OF PREVIOUS MEETINGS: April 8, 2008
OLD AND NEW BUSINESS:
1. Election of Officers
a. Chair
b. Vice Chair
c. Secretary
2. Review of Vouchers
3. Treasurer Report
a. Bank Reconciliation
4. Clerk of Court
a. Report on Department Activity
5. Information Technology
a. Report on Department Activity
6. Building Services Report
a. 4th Judge Area Remodeling Project
b. Geothermal Project Update
c. Water Softener Replacement
d. Custodian Hiring Status
7. Finance Director Report
a. Financial Reports
b. Intern Option
c. Borrowing Options
d. Funding Source for Building Security Improvements
8. Risk Management Report
a. Safety and Security Report
9. Human Resources report
a. Closed session per WI Stat. 19.85 (1) a to discuss bargaining strategy for upcoming negotiations with
collective bargaining units. Reconvene into open session.
b. Department Activities Report
10. Administrative Coordinator Report
a. Lake Mallalieau Dam Agreement
b. 2009 Budget Issues and Schedule
c. Department Mission Statements and Business Responsibilities
d. Capital Outlay Planning
11. Short and Long Term Planning Goals — Follow Up to Board Goal Setting Session
12. Economic Development Corporation Activities Report **
ADJOURN
(Items may be taken in different order)
* *Additions /Changes /Corrections
Items for County Board approval must be submitted to the County Clerk's office by Wednesday morning
preceding a County Board meeting.
4:45 PM 4/23/2008
Official — approved 5115108
NOTICE OF COMMITTEE MEETING AND AGENDA
ST. CROIX COUNTY
FINANCE COMMITTEE
DATE AND TIME: Tuesday April 29, 2008 — 8:30 A.M.
LOCATION: Room 1281, St. Croix County Government Center,
1101 Carmichael Road Hudson, Wisconsin
CALL TO ORDER — Convener of Meeting: Supervisor Standafer
The meeting was convened by Supervisor Standafer at 8:30 a.m.
ROLL CALL
Present: Standafer, Malick, Wentz, Norton - Bouman, Sather
Staff Present: Whiting, Funk, Pietrick, Timmerman, Boron, Tobin, Meyer, Needham
Others: Speer, Rebholz
ADOPTION OF AGENDA
The agenda was adopted as presented.
DATE OF NEXT MEETING:
The Committee agreed to have the next meeting on Thursday, May 15, 2008 at 8:30 a.m. in the Government
Center. Succeeding meetings would be as previously scheduled either on the first or second Thursday of the
month, depending on the County Board meeting date.
APPROVAL OF MINUTES OF PREVIOUS MEETINGS: April 8, 2008
Motion by Malick, seconded by Wentz to approve the Finance Committee meeting minutes of April
8, 2009, passed unanimously.
OLD AND NEW BUSINESS:
1. Election of Officers
a. Chair
Supervisor Standafer called for nominations for Committee Chair. Motion by Wentz to
nominate Daryl Standafer for Committee Chair. Motion by Malick to close nominations
and cast a unanimous ballot for Standafer as Chair, passed unanimously.
b. Vice Chair
Chairman Standafer called for nominations for Committee Vice Chair. Motion by Norton -
Bauman to nominate Esther Wentz for Committee Vice Chair. Motion by Malick to
close nominations and cast a unanimous ballot for Wentz as Vice Chair, passed
unanimously.
c. Secretary
Chairman Standafer called for nominations for Committee Secretary. Motion by Malick to
nominate Sharon Norton - Bauman for Committee Secretary. Motion by Sather to close
nominations and cast a unanimous ballot for Norton - Bauman as Secretary, passed
unanimously.
2. Review of Vouchers
The Committee had been provided with a pdf copy of the vouchers. Chairman Standafer opened
discussion on the Committee's preferences for reviewing vouchers. Agreed by consensus to
provide committee members a pdf copy of vouchers with committee members taking turns by
alphabetical order to report to the Committee each month, except the Chair will not review
vouchers unless the reviewing member cannot report, then the Chair will fill in.
3. Treasurer Report
a. Bank Reconciliation
Treasurer Slind reviewed the bank reconciliation report. Motion by Malick, seconded by
Wentz to approve the bank reconciliation report as presented, passed unanimously.
4. Information Technology
a. Report on Department Activity
IT Director Boron reported on his department's activities including the installation of the
server area network device, an email archive system, improvements to the computer
presentation equipment in the County Board Room, remodeling of the department space
and an internet filter. Discussion about email retention and storage, and related policies.
Timmerman and Boron are to study and develop policy options for email retention.
Malick suggested developing plans to allow the County Board room to be partitioned into
smaller meeting rooms.
5. Building Services Report
a. 4`" Judge Area Remodeling Project
Building Services Director Tobin reported on plans for remodeling the Probate and
Judicial Assistants offices in preparation for the fourth judge this summer, including
additional security improvements. Judge Needham concurred with the plans. The total
projected cost is approximately $8,500, of which approximately $6,400 is not currently
budgeted. Motion by Malick, seconded by Wentz to pay for the office improvements from
the Contingency Fund. Discussion. Motion by Sather, seconded by Norton - Bauman to
amend the motion to not exceed $6,400 in remodeling costs, passed unanimously.
Amended motion to pay for office improvements from the Contingency Fund, not to
exceed $6,400, passed unanimously. Malick noted this is four times the original estimate
due to the security enhancements.
b. Geothermal Project Update
Tobin reported the City of Hudson is requiring a DNR permit to drill a test bore despite
the DNR not requiring one. Discussion. The contractor is to follow up on the permit for
the project.
c. Water Softener Replacement
Tobin reported on the Government Center's failing water softeners. He has obtained
quotes ranging between $22,000 and $36,000 and will report back to the Committee at a
later date.
d. Custodian Hiring Status
Tobin reported on the hiring status of a new custodian. He has received 48 applications
and plans to interview in the next week.
6. Finance Director Report
a. Financial Reports
Finance Director Pietrick reviewed the financial reports.
b. Intern Option
Pietrick reviewed work needs and her consideration of utilizing an accounting intern.
c. Borrowing Options
• Pietrick reviewed the amounts planned for borrowing for capital projects in 2008. The
state trust fund loan program is again a likely option. Bonding is also an option however
issuance costs and rising rates make for a more costly option.
d. Funding Source for Building Security Improvements
Pietrick noted the Board's approval of approximately $60,000 of security improvements to
the Government Center and $28,000 of security improvements to the HHS facilities in
New Richmond. No funding source had been determined in the Board's action. Motion
by Sather, seconded by Wentz to pay for the approximately $88,000 of security
improvements from the Contingency Fund. Discussion. Options other than the
Contingency Fund were reviewed. Motion passed unanimously.
12. Economic Development Corporation Activities Report
Economic Development Director Bill Rubin introduced EDC members Trudy Poppenhagen and
Jeremy Price. They reviewed the activities of the EDC including legislative lobbying efforts,
revolving loan use and business activity around the County. Funding was reviewed. Malick noted
his interest in job creation for residents currently commuting to the Twin Cities.
4. Clerk of Court
a. Report on Department Activity
Clerk of Court Meyer reported on her department's activities including the number of
foreclosures, fines and collections, and collections options.
8. Risk Management Report
a. Safety and Security Report
Risk Manager Ziliak reported on training she and Mike Winberg of the Sheriff's
Department have been doing on building lockdown procedures. 108 employees have
participated in the sessions to date. Of the Board approved security improvements, the
desktop security software options are still be looked at although no other venders have
been found so far.
7. Human Resources report
a. Closed session per WI Stat. 19.85 (1) a to discuss bargaining strategy for upcoming
negotiations with collective bargaining units. Reconvene into open session.
Motion by Wentz, seconded by Malick to go into closed session per WI Stat. 19.85 (1)
to discuss bargaining strategy for upcoming negotiations with collective bargaining
units. Roll call vote showed all in favor. The meeting went into closed session at
10:52 a.m. Present in closed session in addition to all Committee members were
Whiting, Timmerman, Funk and Rebholz.
Motion by Norton - Bauman, second by Wentz to reconvene into open session, passed
unanimously. The Committee reconvened in open session at 11:32 a.m.
b. Department Activities Report
Human Resources Administrator Funk was to report on department activities, but had to
leave for an appointment. Administrative Coordinator Whiting and the Committee
reviewed some human resources department activities, including the status of union
contract action, the Springsted position description and pointing system, employee
orientation and policy development, the personnel handbook revision and the status of the
yet to filled administrative assistant position in Human Resources. This position had been
filled by in a union posting, and then vacated by the employee within the ten day
allowance per contract. The vacancy has been advertised and applications reviewed. An
initial interview had been done, but not yet a second interview or a hiring. The Committee
discussed options to hiring, including not hiring or hiring part time. County budget
concerns were noted. Work load and the department ability to address additional human
resources issues were discussed. The discussion concluded with a majority consensus to
proceed with the hiring of the position.
8. Administrative Coordinator Report
a. Lake Mallalieu Dam Agreement
Chairman Standafer reported on the prior evening's meeting of the Intergovernmental
Advisory Council's discussion of the Lake Mallalieu Dam agreement. A rolling three year
agreement for dam maintenance had been proposed by the City of Hudson and will be
further reviewed at a future meeting.
b. 2009 Budget Issues and Schedule
c. Department Mission Statements and Business Responsibilities
d. Capital Outlay Planning
Whiting and Pietrick reviewed the projected 2009 budget issues and the schedule for
developing the budget. The schedule moves the process up in time one month from
previous years. Department mission statements and business responsibilities under the
Finance Committee were handed out for review, as were the initial projected capital outlay
plans for participating departments. Whiting noted all department heads have been
instructed to share these with their parent committees and modify as needed by the June
department head meeting.
11. Short and Long Term Planning Goals — Follow Up to Board Goal Setting Session
The Committee reviewed the initial draft results of the April 21 Board goal setting meeting. It was
noted that where measureable progress is to be made towards the identified goals that the current
starting point or measurement should be benchmarked immediately in order to show progress in
future.
There being no further business, the meeting was adjourned at 1:13 p.m.
Respectfully submitted,
Sharon Norton - Bauman
Secretary
Chuck Whiting, Recording Secretary
> O,
r 7" G
O
b Q M
cz
c.
00
ti O M
ccl O M O
[� O
N M Gr
� O vj
N
O O O O
M O N
O O
ON M O M EZ O '7 U O I
c 00 Q O cn
N M ON
�¢ N N
N ON O ct CO l O M X O O
"t O 00 «Y O O o0
O N rq ON 0 00 0 �, M O K1 r- � --� O -
00 N ON O 00 l-
M 01 M M V) O t` �"i 2y O -"' W) �o _y N I� 0 0
O a\ M O r` O v'^ N O cr') � O � M I O\ M� '--� N
0\ N --+ - --. O h � v') C/7
O
x 00 N
Z 00 ° Gt.
O ° v >
NN
w N c7 w
F • es O C7
¢ Ol
o
F
� U
V) 00
U w a IT ° o
z Q IT N
H w 0
°0 S
w u z N O
> cz W W cz
( 0 0 ao as o v W - .
bra 0 coo o•° = ¢W-° ¢cis
0 o va 4) a�ri ai
as
o o W 0 a: z en b W W `� P. o
E- w'aw °'
Lm) ¢ a - a�a Q 0 ¢
�' 2 O l t �
O °' ° °' aizE y �w O o °o °^ oo (L)i
U��n3.�¢UC7 NN 00>
N N