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Minutes CFAB 03/10/2014MINUTES FROM CITIZENS FINANCIAL ADVISORY BOARD MEETING FOR THE TOWN OF TROPHY CLUB LOCATION: 100 MUNICIPAL DRIVE, TROPHY CLUES, TEXAS Monday, March 10, 2014 at 6:00 P.M. Public Services Building Conference Room The Citizens Financial Advisory Board of the Town of Trophy Club, Texas, met in a meeting on Monday, March 10th, 2014. The meeting was held within the boundaries of the Town and was open to the public. STATE OF TEXAS § COUNTY OF DENTON & TARRANT COUNTIES§ BOARD MEMBERS PRESENT: Mike Buck - President Alex Palazzolo — Board Member Jim lase — Board Member STAFF AND GU EST(S) PRES ENT: Greg Lamont— Council Member Philip Shoffner- Council Member Steven Glickman - Finance Director CALL TO ORDER AND ANNOUNCE A QUORUM. President Buck called the meeting to order and announced a quorum at 6:04 p.m. 1. Update on ambulance receivables and collections Currently the Town does not have a contract with a collections agency regarding collection of past -due, out -of -district ambulance receivables; the board recommends that the Town contract with GVT, a company that subcontracts with Intermedix, the Towns ambulance billing company. to collect past -due, out -of -district ambulance fees. 2. Review and update, if necessary, Town Procurement Policy, Town Travel and Training Policy. The board has reviewed the Town Travel and Training Policy and recommends Town Council adopt it with one change which is that when traveling in groups the department head, manager, or most senior member of the traveling group may use their purchasing card to pay for the meal or meals of the entire group. The board reviewed the Purchasing Policy and recommends that it be changed so that it aligns with the Travel and Training Policy. The motion passed unanimously. ADJOURN Meeting adjourned at 7:018 p.m. Steven Glickman, Director f Finance X4MikeBoard President Town of Trophy Club, Texas Town of Trophy Club, Texas