2015-10-13 ' CITY OF
SOUTHLAKE
Senior Advisory Commission Meeting:
December 15, 2015
LOCATION: Senior Activity Center
The Marq Southlake — Legends Hall
285 Shady Oaks Drive
Southlake, Texas
Members Present: Chairman Charlie Boyd, Vice Chair Beverly Blake, Secretary Marge
Kyle; SAC members MaryLee Alford, Jean Boland, Bernice McCauley, Barbara Pappy,
Esther Spickler
Commission Members Absent: Jim Miller
Staff Members Present: Director of Community Services Chris Tribble, Deputy Director of
Community Services Kate Meacham, Deputy Director of Communication Pilar Schank,
Senior Services Coordinator Soheila Phelps, and Communication & Marketing Manager
Vicky Schiber
Guests: Brighton Greene, CARS liaison; Louis Braun, Southlake citizen and former Senior
Advisory Commission member
1. CALL TO ORDER
Chairman Boyd called the meeting of the Senior Advisory Commission to order at
1:05 p.m.
2. PUBLIC FORUM —There was no one present to speak at public forum.
3A. REPORTS
3A. CITY MANAGER'S OFFICE
Deputy Director of Communication Pilar Schank presented the City Manager's Report
and was available to respond to questions from Commission members.
3B. COMMUNITY SERVICES / UPCOMING EVENTS
Deputy Director Kate Meacham presented information about Community Services
Department activities and answered questions from the Commission about marketing
of events and programming at The Marq Southlake.
City of Southlake Values:
Integrity ♦ Innovation • Accountability ♦ Commitment to Excellence • Teamwork
Senior Advisory Commission
Minutes of the December 15, 2015
Page 2 of 4
3C. SENIOR SERVICES COORDINATOR
Senior Services Coordinator Soheila Phelps reviewed recent activities and presented
information about upcoming programs. Staff noted an increase in public interest
about the Senior Center with the new facility. Ms. Phelps was available to answer
questions from the Commission.
Commission members mentioned having wireless earphones for the fitness
equipment pieces and the available channels posted.
3D. METROPORT MEALS ON WHEELS
MMOW Executive Director Mary King was not present to make a report. The October
MMOW report was provided in the meeting packet.
3E. CALL A RIDE SOUTHLAKE
CARS board representative Brighton Greene congratulated the seniors on the new
facility and presented information about the CARS program. Ridership information for
October was reviewed. Mr. Greene shared a note CARS had received from a new
rider from Watermere Assisted Living Center who appreciated the CARS service.
3F. SOUTHLAKE SENIOR FUNDING, INC.
Southlake Senior Funding, Inc. representative Bernice McCauley reported on the
recent SSFI meeting and a volunteer appreciation lunch. Ms. McCauley reviewed
sponsorship activities and SSFI fundraising efforts, and was available to answer
questions. A new SSFI brochure is being developed. SSFI may consider changing its
name to Senior Fundraising Inc. in the future.
4. CONSENT AGENDA Consent Agenda items are considered to be routine by the
Commission and are enacted with one motion.
4A. APPROVAL OF THE MINUTES FROM THE NOVEMBER 10, 2015 REGULAR
SENIOR ADVISORY COMMISSION MEETING.
A correction was made to Item 4B of the minutes to insert "water" with "aerobics."
APPROVED
A motion was made to accept the minutes of the meeting as corrected.
Motion: Blake
Second: Spickler
Ayes: Blake, Boland, Boyd, Kyle, McCauley, Pappy and Spickler
Nays: None
City of Southlake Values:
Integrity ♦ Innovation •Accountability ♦ Commitment to Excellence • Teamwork
Senior Advisory Commission
Minutes of the December 15, 2015
Page 3 of 4
Abstention None
Vote: 7-0
5. CONSIDER
5A. SENIOR ADVISORY COMMISSION MEETING DATE CHANGE
The Senior Advisory Commission reviewed the SAC Bylaws regarding the meeting
day for the monthly Senior Advisory Commission meeting and considered changing
the day from Tuesday to Monday. The chairman took a poll of present SAC members
and three were in favor of changing the day to Monday and three members were in
favor of keeping the current day on Tuesday. No formal motion or vote was taken.
The meeting day will remain on Tuesday at this time.
6. DISCUSSION
6A. MARKETING CAMPAIGN UPDATE
Communication and Marketing Manager Vicky Schiber provided an update on the
marketing efforts to date, and future campaigns for the senior activities and
programs. Copies of the marketing pieces provided in the packet that were previously
reviewed in October were reviewed. Ms. Schiber responded to questions about
retrieving names of visitors not currently senior center members. Commission
members complimented staff on the marketing efforts.
6B. PROGRAM CALENDAR
Senior Services Coordinator Soheila Phelps reviewed the January/February
Newsletter and highlighted features of the Program Calendar, including the feature
on former SAC chair Nancy Sporn. The Commission liked the new calendar format
and the member feature article.
Deputy Director Meacham presented information about the gradual increase of senior
programs and classes.
Staff will look into a possible location for the new plaque of deceased senior center
members and report at the next meeting.
6C. MEMBERSHIP TRANSITION PLAN
Deputy Director Kate Meacham presented the Membership Transition Plan and
discussed implementation of the plan. The plan includes a process for renewal of old
members and adding new memberships. A new software program will be installed in
March 2016 to capture membership information. All members will be required to re-
enroll into the database system.
City of Southlake Values:
Integrity ♦ Innovation •Accountability ♦ Commitment to Excellence • Teamwork
Senior Advisory Commission
Minutes of the December 15,2015
Page 4 of 4
6D. NAMING OF THE LIBRARY AT THE SENIOR ACTIVITY CENTER
The Senior Advisory Commission discussed naming of the library at the new Senior
Activity Center at The Marq Southlake. At the November SAC meeting, the
Commission indicated an interest in naming the library after former Senior Advisory
Commission member and chairman Dick McCauley or another individual.
Chair Boyd presented background information about the numerous achievements of
former SAC Chair Dick McCauley that continues to benefit seniors in Southlake.
Lou Braun, former Senior Advisory Commission member and Southlake resident,
spoke in favor of naming the library in honor of Dick McCauley, citing his many
achievements on behalf of Southlake seniors.
The Senior Advisory Commission will present to Community Services a "Submission
Form for Proposed Park and Recreation Facility Names" submittal form with their
proposed name for the library. The Commission will consider a formal
recommendation of a name at their January meeting. If recommended, a final
decision on the name will be made by City Council at the February 2, 2016 meeting.
Other Items Mentioned
Chief of Police James Brandon will be the guest speaker at the January meeting and will
discuss various youth initiatives of the police department.
7. ADJOURNMENT
APPROVED
A motion was made to adjourn the meeting.
Motion: Kyle
Second: Boland
Ayes: Alford, Blake, Boland, Kyle, McCauley, Pappy, Spickler
Nays: None
Abstention None
Vote: 7-0
/(40v410
Charlie Boyd, Chair -tte eacha , D- uty Director
Community Se -
A digital recording of this meeting is available upon request from the Office of City Secretary.
City of Southlake Values:
Integrity ♦ Innovation •Accountability ♦ Commitment to Excellence • Teamwork
CITY OF
SOUTH LAKE
Senior Advisory Commission Meeting:
October 13, 2015
LOCATION: Senior Center
307 Parkwood Drive
Southlake, Texas
Members Present: Chairman Nancy Sporn, Vice Chairman Charlie Boyd, Secretary Marge
Kyle; SAC members Beverly Blake, Jean Boland, Bernice McCauley
Commission Members Absent: David Baltimore, Barbara Pappy (Alternatel)
Staff Members Present: Director of Community Services Chris Tribble; Deputy Director of
Community Services Kate Meacham; Deputy Director of Communication Pilar Schank; and
Senior Services Coordinator Soheila Phelps
Guests: Brighton Greene, CARS liaison; and Metroport Meals On Wheels liaison Mary
King; Southlake citizens Jeff Wang, Ottis Chaplin, Jacque Burke, Ruby Buffalo and Jerry
Bentley
1. CALL TO ORDER
Chairman Sporn called the meeting of the Senior Advisory Commission to order at
1:07 p.m.
2. PUBLIC FORUM — There was no one present to speak at public forum.
3. REPORTS
Moving forward the meeting packets will contain the previous month's CARS and MMOW
reports.
3A. CiiTY MANAGER'S OFFICE
Deputy Director of Communication Pilar Schank presented the City Manager's Report
and provided information about the 2015 Citizen Satisfaction Survey, the Home for
the Holidays celebration on November 21 and the annual boards and commission
recognition event on December 11. Deputy Director Schank was available to respond
to questions from the Commission.
3B. COMMUNITY SERVICES / UPCOMING EVENTS
City of Southlake Values:
Integrity ♦ Innovation ♦ Accountability ♦ Commitment to Excellence • Teamwork
Senior Advisory Commission
Minutes of the October 13,2015
Page 2 of 5
Deputy Director Kate Meacham presented the Community Services/Upcoming
Events report, and provided information about upcoming events to be held at The
Marq Southlake, including the VIP Home for the Holidays event on December 11; the
general public event to be held December 12; and the grand opening of Legends Hall
on December 14. In preparation of the relocation from the current center to The Marq
Southlake in December, services at the current senior center will be limited two
weeks prior to the grand opening of Legends Hall.
A copy of the Memorandum of Understanding agreement for senior programs was
distributed for Senior Advisory Commission information.
Director Chris Tribble announced the resignation of Chair Nancy Sporn from SAC
effective October 30, 2015, and praised her long service on the Commission. Chair
Sporn thanked all the members for their support.
3C. SENIOR SERVICES COORDINATOR
Senior Services Coordinator Soheila Phelps reported on upcoming senior programs
and activities and was available to answer questions.
3D. METROPORT MEALS ON WHEELS
MMOW Executive Director Mary King presented the MMOW monthly report and was
available to respond to questions from the Commission. Ms. King addressed
concerns about the transition to The Marq Southlake and volunteers for the new
lunch day schedule on Mondays.
3E. CALL A RIDE SOUTHLAKE
CARS representative Brighton Greene distributed the CARS monthly participation trip
report and summarized the ridership statistics during the month. Marketing efforts for
CARS were presented. Mr. Greene was available to answer questions.
3F. SOUTHLAKE SENIOR FUNDING, INC.
Southlake Senior Funding, Inc., Secretary Nancy Sporn reported about SSFI
activities and their sponsorship efforts. Ms. Sporn was available to answer questions
4. CONSENT AGENDA Consent Agenda items are considered to be routine by the
Commission and are enacted with one motion.
4A. APPROVAL OF THE MINUTES FROM THE SEPTEMBER 8, 2015 REGULAR
SENIOR ADVISORY COMMISSION MEETING.
APPROVED
City of Southlake Values:
Integrity ♦ Innovation ♦ Accountability ♦ Commitment to Excellence ♦ Teamwork
Senior Advisory Commission
Minutes of the October 13, 2015
Page 3 of 5
A motion was made to approve the minutes of the meeting as read.
Motion: Boyd
Second: Kyle
Ayes: Boland, Boyd, Kyle, McCauley and Sporn
Nays: None
Abstention Blake (absent 9/8/15 meeting)
Vote: 5-0-1
5. CONSIDER
5A. RECOMMENDATION ON SENIOR ADVISORY COMMISSION 4111 QUARTER
WRITTEN REPORT TO CITY COUNCIL
Senior Advisory Commission reviewed the 4th Quarter SAC Report that will be
included in the October 20, 2015 City Council meeting packet. There were no
changes to the report suggested.
APPROVED
A motion was made to approve the 4th Quarter SAC Report to City Council as
presented.
Motion: Sporn
Second: McCauley
Nays: None
Ayes: Blake, Boland, Boyd, Kyle, McCauley and Sporn
Nays: None
Abstention None
Vote: 6-0
5B. NAME FOR SENIOR PROGRAMS
Deputy Director Meacham reviewed results of a survey conducted October 2, 2015 at
tie senior congregate luncheon to select a name for the senior programs and
activities. The result of the survey was:
Place Name Option
1st (42% of votes) Senior Activity Center The Marq — Southlake
2nd (22% of votes) Heritage Club
3rd l Southlake 55+ Club
4th Active Adult Center
5th Founders Club
Senior Advisory Commission reviewed examples of marketing pieces for the name
options.
City of Southlake Values:
Integrity ♦ Innovation •Accountability ♦ Commitment to Excellence ♦ Teamwork
Senior Advisory Commission
Minutes of the October 13,2015
Page 4 of 5
APPROVED
A motion was made to accept the new name, "Senior Activity Center The Marq
Southlake," for senior programs and activities.
Motion: Kyle
Second: Boyd
Nays: None
Ayes: Blake, Boland, Boyd, Kyle, McCauley and Sporn
Nays: None
Abstention None
Vote: 6-0
6. DISCUSSION
6A. MARKETING STRATEGY PLAN
Deputy Director Meacham reviewed the proposed marketing plan for senior programs
prepared by the marketing manager specific for the Senior Activity Center The Marq
— Southlake and asked for SAC feedback. Deputy Director Meacham was available
:c answer questions.
The proposed marketing efforts include personal invitations for the Dec 14 grand
opening of Legends Hall; direct mailer to addresses in 76092 zip code with 55+ age
nc;ividuais residing; postcards to all 76092 addresses; article in Senior Voice
Magazine January edition and additional paid ads; press releases to
mysouthlakenews.com and local media and magazines; Facebook targeted ads for
ind:viduais 55+ and older; referral cards to distribute to family and friends; panel
inserts for businesses, groups, assisted living centers, and additional small, targeted
campaigns throughout the year.
SJ,C members were in favor of the marketing plan and suggested having a sign-in
bock to capture potential repeat customers for programs and activities.
6B. DOST RECOVERY POLICY
Deputy Director Meacham explained the development and structure of the Cost
Recovery Policy and she and Senior Services Coordinator Soheila Phelps responded
to questions from the Commission. The Commission reviewed the
qualifications/standards pyramid model and levels of cost recovery documents that
were provided in the packet. Various class and program scenarios were discussed.
Recommendations on the Cost Recovery Policy will be received from Senior
nuvisor t Commission, the Park and Recreation Board, the Library Board and the
City of Southlake Values:
Integrity a Innovation ♦ Accountability ♦ Commitment to Excellence ♦ Teamwork
Senior Advisory Commission
Minutes of the October 13,2015
Page 5 of 5
new Community Enhancement Development Corporation before consideration for
approval by the City Council.
If possible, a final version of the Policy is anticipated for SAC consideration at the
November or December SAC meeting.
6C. DECEMBER MEETING DATE
The Senior Advisory Commission discussed moving the regular SAC meeting
scheduled for December 8 to another date and agreed to move the meeting to
December 15, 2015.
City Council will make appointments to the Senior Advisory Commission on October
20, 2015. Vice Chair Boyd will lead the November SAC meeting in absence of an
eiectea chair.
7. ADJOURNMENT
APPROVED
A motion was made and unanimously approved to adjourn the meeting at 2:50 p.m.
Motion: Boland
Second: McCauley
Nays: None
dyes: Blake, Boland, Boyd, Kyle, McCauley and Sporn
Nays: None
Abstention None
Vote: 6-0
•
/1
harlie Boyd, Vice Chafr Kate each. P, I_ •uty Director
Community S- + ice.
A digital recording of this meeting is available upon request from the Office of City Secretary. The
digital recorder was not available.
City of Southlake Values:
Integrity ♦ Innovation ♦ Accountability ♦ Commitment to Excellence ♦ Teamwork