Page 174 - City of Westlake FY20 Budget

Goals and Objectives

13 Town Secretary’s Office

Town of Westlake
Meetings continue to be scheduled once a month for the Town Council, Board of Trustees and
Planning and Zoning Commission. Planning and Zoning meetings have increased with new
development both commercial and residential.
Time required on pre and post meeting activities are impacted by the actual number of meetings
per year and the information generated for each meeting packet. The amount of time has continued
to increase based on the number of meetings.
Agenda preparation includes:
• Electronic packet preparation
• Posting requirements
• Distribution of meeting notifications
• Preparation of minutes
• Maintaining records associated with each meeting
• Facility preparation for meeting

2018-2019 Highlights
Implemented JustFOIA to process Public Information Act requests.
Continued the implementation of Laserfiche Records Management software for Town and Academy
records by Department.
Received Municipal Clerks third re-certification in January
Attended the 2019 Legislative update.
Attended Municipal Clerks training as necessary to maintain the Texas Municipal Clerk’s
certification.
Terminated the Town off-site record storage agreement.
Trained Administrative Assistant to serve as Planning & Zoning Commission Secretary.
Laserfiche accomplishments include:
• Finalized and implemented the workflow automation to process Finance Accounts Payables.
• Worked with Human Resources to process back-filing and added a metadata field to view
private or public release of personal data pursuant to Public Information Act.

2019-2020 Goals and Objectives
Administer the 2020 Local Election.
Continue working with individual departments to design and implement forms improving and
automating processes.
Attend Municipal Clerks training as necessary to maintain the Texas Municipal Clerk’s certification.
Continue with records management best practices for records destruction.

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