HomeMy WebLinkAboutMinutes_Miscellaneous_10/05/1999_Finance & Administration Committee F r
VILLAGE OF TEQUESTA
Post Office Box 3273 • 250 Tequesta Drive • Suite 300
9 c Tequesta, Florida 33469 -0273 • (561) 575 -6200
Fax: (561) 575 -6203
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VILLAGE OF TEQUESTA
FINANCE AND ADMINISTRATION COMMITTEE
MEETING MINUTES
OCTOBER 5, 1999
I. CALL TO ORDER AND ROLL CALL
The Tequesta Finance and Administration Committee held a
regularly scheduled meeting in the Village Manager's
Conference Room, Suite 300, 250 Tequesta Drive, Tequesta,
Florida, on Tuesday, October 5, 1999. The meeting was
called to order at 4:00 P.M. by Chair Ron T. Mackail. A
roll call was taken by Betty Laur, the Recording Secretary.
In attendance were the following Committee members: Chair
Ron T. Mackail, Co -Chair Joseph Capretta, and Co -Chair Basil
E. Dalack. Also in attendance were Village Manager Thomas
G. Bradford, Village Attorney John C. Randolph, Village
Clerk Joann Manganiello, and Department Heads.
II. APPROVAL OF AGENDA
Co -Chair Capretta made a motion to approve the agenda as
submitted. Co -Chair Dalack seconded the motion. The vote
on the motion was:
Ron T. Mackail - for
Joseph N. Capretta - for
Basil E. Dalack - for
The motion was therefore passed and adopted and the agenda
was approved as submitted.
Recycled Paper
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III. COMMUNICATIONS FROM CITIZENS (NON-AGENDA ITEMS)
There were no communications from citizens.
IV. REVIEW OF NEED FOR ORDINANCE REGULATING ADULT ENTERTAINMENT
village Manager Bradford reported that recent newspaper
articles had indicated that North Palm Beach, Juno Beach,
and Jupiter had found it necessary to update their
ordinances relative to adult entertainment establishments,
and explained that Jupiter had narrowly missed getting into
a bad situation with the owner of such an establishment
right on Tequesta's border, on Old Dixie Highway. village
Manager Bradford announced that the village Attorney had
provided to the committee members information on adult
entertainment in the 1990's and how this must be dealt with
by municipalities relative to First Amendment freedom of
speech issues. The Village Manager explained that this
issue had been brought to the Committee because adult
entertainment could no longer be prohibited, Tequesta's
current code prohibited adult entertainment, and that
constitutionally the present outdated village ordinance
could cause problems for the Village. Village Manager
Bradford explained that there had been no inquiries of which
he was aware, and that in the past Scott D. Ladd, Director
of Community Development, had answered such enquiries by
stating the Village did not allow adult entertainment
establishments. The Village Manager explained that this
answer was no longer feasible, and commented that now people
would fight to get such establishments into an area. Co-
Chair Capretta questioned whether certain types of adult
entertainment could be banned within the Village, to which
the village Attorney responded that the Village could limit
adult entertainment establishments to certain areas and pass
reasonable regulations, but could not ban any specific type
of adult entertainment. Village Attorney Randolph explained
that if the village ordinance limited adult entertainment to
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October 5, 1999
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a specific zoning district and also specified, for example,
that such an establishment could not be located within 1,000
feet of a church, which caused not enough space to have an
adult entertainment facility, then that could be deemed
unconstitutional. village Attorney Randolph explained that
the Village could regulate the types of activities that
could go on within the establishment, such as remaining a
specific distance from customers, etc., as well as
regulating the location within the community. Co -Chair
Capretta questioned whether other municipalities had
established ordinances which the Village could use as a
model, to which Village Manager Bradford responded that the
village Attorney had provided a copy of the ordinance passed
by the Town of Palm Beach. Village Attorney Randolph
commented that Jupiter's ordinance appeared to have been
based on a study indicating where these types of activities
would be appropriate - -the desirable distances from schools
and churches - -as well as being able to provide a certain
portion of the population with adult entertainment. village
Attorney Randolph explained that did not mean the portion of
the population which liked to go to adult entertainment
establishments, but that the courts were actually dealing in
numbers and a municipality must allow a certain number of
such establishments per population. The Village Attorney
cautioned that Tequesta could not look at their small
population and say that the number of establishments allowed
by Jupiter could allow Tequesta not to have any, since the
courts had considered that type of situation and would not
allow it because they had determined that would be a way for
a particular community to avoid the law. village Attorney
Randolph explained that Palm Beach had been more concerned
with adult entertainment establishments that served alcohol
and had drafted their ordinance to only allow certain types
of entertainment within establishments that served alcohol,
while Jupiter's ordinance had been more concerned with
location. The Village Attorney recommended consideration of
a combination of the two ordinances in establishing a new
ordinance; and cautioned that taking a position that adult
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entertainment establishments would be prohibited could cost
the Village a lot of money if someone decided to take them
to court.
Village Manager Bradford pointed out that the Palm Beach
ordinance limited adult entertainment establishments minimum
distances from other uses - -1,000 feet from another adult
entertainment establishment, 1,000 feet from a church or
place of worship, 1,000 feet from an educational
institution, 500 feet from a public park, and 250 feet from
a residential zone district. Discussion ensued regarding
where establishments had been allowed in Jupiter - -in their
C -2 zoning district- -and the fact that Tequesta's space was
limited and that there was mixed zoning within the Village.
Village Attorney Randolph explained that someone must look
at appropriate areas and make a determination that by
adopting regulations the Village would not be prohibiting
adult entertainment establishments; that it was reasonable
to establish certain distances from other uses, and someone
must look at that issue.
Chair Mackail recommended a study. Village Manager Bradford
commented that adult entertainment establishments could be
limited to the C3 zoning district, located on South Cypress
Drive and across the street from Rinker, but that the
Village must test to assure that proposed setback distances
would not have the effect of negating anyone from having the
ability to open an adult entertainment establishment.
Village Attorney Randolph stated he could speak to Jupiter's
attorney to see if they had conducted a study. Co -Chair
Capretta commented that if all the churches, schools, etc.,
were identified and it was found there was no space between
them for an adult entertainment establishment, that was not
legal, so that the proposed distances would need to be
lowered until there was room, which could be done by using
a map and drawing circles of different sizes from churches,
schools, etc. Co -Chair Capretta cautioned that the village
might not want an adult entertainment establishment in the
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Page 5
C3 zone across the street from Rinker in light of the
improvements planned for downtown and the Bridge Road area.
Chair Mackail commented that if he planned to go into the
adult entertainment business, he would want it located in an
area where he could attract the population, and that
Tequesta was not a good area for that. Co -Chair Capretta
commented that the least objectionable area must be located
and distances adjusted to assure a location for an adult
entertainment establishment. The Village Attorney verified
that the law was specific in stating how many establishments
must be provided per 1,000 people. Village Manager Bradford
commented that he would like an ordinance modeled after the
Palm Beach ordinance regarding restricting alcohol, because
that was hitting where the money really came from. Co -Chair
Capretta commented that there was only one thing worse than
the Village's current ordinance - -not revising the current
ordinance and suffering the consequences. village Manager
Bradford suggested that because time was needed for work by
staff, possibly this Committee might want to recommend
adopting zoning in progress at the next village Council
meeting to avoid getting caught while a study was conducted.
Appropriate wording for a motion was discussed.
Co -Chair Capretta made a motion to instruct staff to make a
study to consider applicable locations and ordinances to
determine locations allowable and also allowable rules and
regulations regarding the type of entertainment that would
be permitted; to look at Palm Beach and Jupiter ordinances
and utilize their language where appropriate; and to adopt
zoning in progress. Co -Chair Dalack called for discussion
and questioned whether everyone was convinced there was a
need for this to be done. Co -Chair Capretta responded that
this could not be done after someone had applied, and if
zoning in progress was in place then the village was
protected from lawsuits while they were conducting a study.
It was pointed out that someone had applied in both Jupiter
and North Palm Beach before those municipalities had changed
their ordinances, resulting in problems. Co -Chair Dalack
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questioned whether the present ordinance could be repealed
of ter someone made an application, to which the village
Attorney responded the ordinance could be repealed at that
time but that would make it legal to place an adult
entertainment establishment anywhere in the Village.
Councilmember Dalack seconded the motion. The vote on the
motion was:
Ron T. Mackail - for
Joseph N. Capretta - for
Basil E. Dalack - for
The motion was therefore passed and adopted.
V. REPORT ON R.O. WATER TREATMENT PLANT CONSTRUCTION SCHEDULE
Village Manager Bradford reported that the end of the RO
contract time was approaching, and that as had been reported
to the Village Council on a monthly basis, the contractor
was behind schedule, with the time nearing when serious
penalties would be imposed upon the contractor. The
possibility of granting time extensions to the contractor to
assure a quality product was proposed. utilities Director
Matthew Morrison reported that the RO plant was
approximately 85%- complete, that project had gone very
smoothly with the exception of the contractor falling
slightly behind the scheduled date for completion. Mr.
Morrison commented that in his monthly report of 6/24/99 it
had been noted that the contractor had just begun to fall
behind schedule, and now was approximately 60 days behind
schedule, the major reason being that both the contract and
the specifications were very, very demanding. Mr. Morrison
reported that Poole & Kent had cooperated very well, and
commented that the Village would have a product with first -
class workmanship whether or not it was on time. Bill
Reese, Consultant, reported there had been no change orders
on this $5.5 million job and that none of the $100,000
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bidding contingency had been used, which was a very unusual
situation in today's working environment, and in addition,
the job was first quality. Mr. Reese explained that the
number of days behind would be dependent on the computer
software and exactly how long it would take to assure that
the software would make the plant operate. Mr. Reese
explained that until the software was tested no one could
tell how long it would take, and requested that the
Committee consider the good working relationship between the
village and the contractor, that the contractor had absorbed
costs along the way, that all problems had been worked out
well, and that staff did not want to cause problems. Mr.
Reese commented that the contractor would react when they
received a letter exposing them to liquidated damages, which
could cause a change in the relationship. Mr. Reese stated
he did not recommend a time extension, but preferred that
the Committee agree not to assess damages. Mr. Reese
explained that the contractor would still be exposed for all
other costs under the contract and for engineering costs,
which was reasonable. As administrator of the contract, Mr.
Reese recommended not assessing damages for 30 days and
agreeing to re- evaluate whether to begin assessing for
damages at that point. Mr. Reese stated he would not want
to set a 60 -day time period and then begin getting change
orders, which could happen. village Manager Bradford
explained that the contract stated liquidated damages would
accrue at the rate of $1,000 per day beginning approximately
October 15, which staff believed could cause a bad
relationship with the contractor and possibly a second -rate
product. village Manager Bradford explained that this
matter had been brought for the Committee's consideration
because it would waive $60,000 of the taxpayers' money, and
commented that staff liked Mr. Reese's plan of dealing with
the situation by beginning with only 30 days. Chair Mackail
questioned why the contractor had fallen behind, to which
Mr. Morrison responded that it was a combination of items,
including the strictness of the specifications. An example
described by Mr. Morrison showed that some situations were
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not the fault of the contractor, such as because specific
coatings were required on motors, a motor supplied by a
manufacturer with the wrong coating had to be sent back to
be re -done, and if still not correct had to be sent back
again, causing delay through no fault of the contractor.
Mr. Morrison reported that this had been a difficult job for
Poole & Kent because the specifications were so demanding,
but that they had worked very well with the Village. Chair
Mackail questioned whether the contractor had been aware of
the demanding specifications prior to signing the contract.
Mr. Reese verified that at the pre - construction conference
it had been made clear that the specifications were
exacting, but that most of the issues were manufacturers
issues and not construction issues. Chairman Mackail
concluded that the contractor was not responsible for those
issues, to which Mr. Reese responded that the contract said
performance and delivery of equipment was within the control
of the contractor; however, as a practical matter it was not
normal for a $5.5 million job to have progressed to this
point without any requests for change orders, indicating
everyone was clearly working together very well. Mr. Reese
stated the contractor had done a good job for the Village,
and requested that be considered by the Committee in making
a decision. Discussion ensued. Mr. Reese estimated start-
up could take 60 days according to how the computer software
performed, and stated that the date of substantial
completion was 10/15/99 according to the contract. Co -Chair
Capretta commented the Village did not really have much
financial leverage, and suggested getting commitment from
the top management for a first -class date with a new
completion date of January 15 or some other acceptable date.
Co -Chair Capretta expressed his opinion that the project
manager might not want to tell his boss that liquidated
damages were due. Mr. Reese reported he had dealt with this
company for 15 years, explained that most northern
companies bid a job to get it and then counted on change
orders to make their money, and that this was originally a
northern company; and attributed the fact that there had
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been no change orders on this job to the project manager,
since on previous jobs there had been change orders. Co-
Chair Capretta concluded that Mr. Reese was asking to be
allowed to manage this situation as he believed best in
order to get the best job for the village. Attorney
Randolph questioned whether Mr. Reese could put into his
letter to the contractor that the Village Council had agreed
to waive 30 days liquidated damages provided that the job
was finished in 30 days, or if not, the village had the
opportunity to go back and re- evaluate; and also provided
that no unexpected change orders were presented. Mr. Reese
explained that according to the contract the contractor had
the right to present change orders; and that it was a
judgement call whether or not the contractor would
deliberately take longer to do the job. Co -Chair Capretta
commented that the other alternative was to set a different
date to finish the job. Other alternatives were discussed,
including sending a letter on October 15 to the contractor
stating he was exposed for damages and that the village
Council would decide whether he would be assessed after he
had finished the job. Mr. Reese clarified for Co -Chair
Dalack that there was no contractual obligation to send a
letter to the contractor. Co- Chair Dalack questioned
whether Mr. Reese believed without a letter the contractor
would then provide substandard work, to which Mr. Reese
responded he was not going to let the contractor provide
substandard work. Co -Chair Capretta commented that the
letter should not be sent and questioned whether the Village
could live with a future completion date. Mr. Morrison
stated that there was no problem from an operational
standpoint, since the Village could continue to provide
water under the old system with no problem, but that staff
had made this request with the goals of continuing the
excellent relationship with Poole & Kent, and with Mr.
Morrison and Mr. Reese being allowed the flexibility to make
internal decisions for a better end product, at the same
time giving them the clout necessary to return in 30 days to
reassess the situation. Chair Mackail questioned the
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additional cost to the Village, to which Village Manager
Bradford responded the village would actually gain because
the money held back by the Village was in the bank earning
interest. Village Manager Bradford commented the only
question would be how to compensate Mr. Reese and his people
if the contract went beyond the anticipated time. Mr. Reese
stated that was external to the damages. It was pointed out
that the Village had over $1 million in the bank which was
earning interest. Co -Chair Capretta indicated he was in
favor of granting the request as presented by staff. Co-
Chair Mackail stated he did not disagree. Co -Chair Dalack
stated he saw no point in re- writing the contract and he did
not want to relieve the contractor of his obligations and
stated the specifications must be met and substandard work
must not be allowed. Co -Chair Dalack commented he saw no
benefit to the village foregoing its right to $1,000 per
day. Mr. Reese responded there would be no substandard
work; that this request had been made based on the reality
of the very good working relationship which was unusual in
today's construction world, and that there was the
possibility of letters beginning between the contractor's
attorney and the village's attorney if liquidated damages
were begun. Mr. Morrison requested a 30 -day extension not
to assess damages. Discussion ensued of whether that meant
$30,000 would be waived. Village Attorney Randolph
clarified the first $30,000 would be gone but the second
$30,000 would not. Co -Chair Dalack stated there was nothing
improper about getting the benefits of the contract, which
gave the Village the right to recover $1,000 per day, and if
this would jeopardize the relationship between the Village
and the contractor then there had never been a good
relationship.
Co -Chair Capretta made a motion to recommend to the village
Council that the 30 -day extension be granted as requested by
staff. Chair Mackail seconded the motion. The vote on the
motion was:
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Ron T. Mackail - for
Joseph N. Capretta - for
Basil E. Dalack - against
The motion was therefore passed and adopted.
Village Manager Bradford stated he would place this item on
the agenda for consideration at the next Village Council
meeting.
VI. REVIEW OF PROPOSED GENERAL EMPLOYEES' 401(a) DEFINED
CONTRIBUTION RETIREMENT PLAN
Village Manager Bradford explained the Village currently
offered a traditional defined benefit retirement plan for
all three classes of employees: Police, Fire, and General
employees, all of which had expressed an interest in going
to a defined contribution plan. The Village Manager
explained that some employees were in the Florida Retirement
System and all employees hired on or after January 1, 1996
were in the Tequesta retirement plan. village Manager
Bradford reported that presently it was the General employee
group which was most adamant about making the change to a
defined contribution plan. The Village Manager explained
that the primary difference between a defined benefit plan
and a defined contribution plan was that the risk for the
investment of retirement assets lies with the Village in the
defined benefit scenario and with the employee in the
defined contribution scenario. The Village had to pay the
promised benefit even if the market failed to perform.
Portability was another difference in the two plan types,
there being no portability in a defined benefit plan. Also,
many employees liked to make their own investment decisions.
In response to the employee's desire to have the Village
propose a defined contribution plan, the Village had worked
with the ICMA Retirement Corporation to prepare a proposal
which included a provision of a separate disability
insurance component because the current retirement plan had
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a disability component. Village Manager Bradford explained
that the proposal entailed a maximum contribution from the
Village of 9W of salary compared to the current contribution
of 5.54, which was scheduled to soon rise to 7.59W. This
amount was proposed to entice the employees to make the
switch and accept the risk for retirement benefits, and the
village Manager explained that not all employees would take
advantage of the incentives to cause the village to
contribute the maximum. The proposed plan for general
employees was also the same for firefighters and police
except that the contributions for firefighters and police
were much higher in line with what was currently contributed
for these workers. The Village Manager requested conceptual
approval by the village Council so that he could then
present it to the employees. Village Manager Bradford
reported that the Communications workers of America union
had indicated that they wished to bargain on such a change;
therefore, the Village could not unilaterally switch to a
defined contribution plan for general employees and must
keep a pension board intact for this group until such time
as a switch to a defined contribution plan could be properly
accomplished with the CWA regardless of what the non -union
workers desired. Only one General employee was in the
union. Because union contract negotiations for a new
contract were anticipated between April and June of 2000,
the Village Manager anticipated being able to implement an
approved 401(a) retirement plan very shortly in spite of the
CWA, but must first have the conceptual plan approved by the
Village Council and the general employees before moving on
to the CWA. Village Manager Bradford reported that he had
a meeting scheduled with police and firefighter employees
the next morning and that if asked he would recommend
keeping what they had and having a joint board. Chair
Mackail recommended an example be presented to the employees
of a typical employee at age 25 working until age 60 and
showing that employee's benefits at retirement under each
scenario. village Manager Bradford stated he could do that
under each plan. Chair Mackail expressed serious concern
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for the employees, and commented that under House Bill 261
the Village could have as many as three retirement boards,
which could increase administration costs by three. Co-
Chair Capretta commented the police and firefighters had a
much better plan now.
Co -Chair Dalack made a motion to recommend to the village
Council approval of the outline of the proposed 401(a) plan
as presented. Chair Mackail stated he wanted to make sure
the employees understood the differences in the plans.
Village Manager Bradford commented that Mr. Morrison was an
example of an employee qualified to make his own
investments; however, many of the employees knew nothing
about investment, and the presentation to the employees
would show pros and cons. Co -Chair Capretta seconded the
motion. The vote on the motion was:
Ron T. Mackail - for
Joseph N. Capretta - for
Basil E. Dalack - for
The motion was therefore passed and adopted.
VII. ANY OTHER MATTERS
Co -Chair Dalack requested that his packet for the Village
Council meeting include a copy of the RO contract
obligations on construction of the plant and the $1,000 per
day.
VI. ADJOURNbrhNT
Co -Chair Capretta made a motion to adjourn the meeting. Co-
Chair Dalack seconded the motion. The vote on the motion
was:
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Ron T. Mackail - for
Joseph N. Capretta - for
Basil E. Dalack - for
The motion was therefore passed and adopted and the meeting
was adjourned at 5:27 p.m.
Respectfully submitted,
Betty Laur
Recording Secretary
ATTEST:
Joann Manganiello
village Clerk
DATE APPROVED: