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HomeMy WebLinkAboutBUDGET & FINANCE ACTION SUMMARY 11-16-09~~ C'entral Contra Costa Sanitary District BUDGET AND FINANCE COMMITTEE ACTION SUMMARY Chair Lucey Member Nejedly Monday, November 16, 2009 3:00 p.m. Third Floor Conference Room - 5019 Imhoff Place Martinez, California BOARD OFD/RECTORS JAMES A. NE/EDLY President M/CHAFE R. McG/LL President Pro Tem BARBARA D. HOCKETT GERALD R. LUCEY MAR/O M MENES/N! PHONE: (925) 228-9500 FAX: (925) 676-7211 www.centralsan.org PRESENT: Jerry Lucey, Jim Nejedly, Jim Kelly, Randy Musgraves, Debbie Ratcliff 1. 2. 3. 4 Call Meeting to Order Chair Lucey called the meeting to order at 3 p.m. Public Comments None. Old Business Several outstanding questions were answered. COMMITTEE ACTION: None. Claims'Management a. Review new and outstanding claims There was one new claim in Lafayette for $6,000 where the District's line was plugged and backed up into the bathroom of a home. The homeowner had the overflow cleaned and we are reimbursing the homeowner. A small amount of damage was done to the carpeting. COMMITTEE ACTION: None. ® Recycled Paper Budget and Finance Committee November 16, 2009 Page.2 5. Reports and Announcements a. LAIF Account for Bond Proceeds and New LAIF Limits Staff reported that a second LAIF account will be established for the Bond proceeds to be used as the Construction account. Also, staff reported that the new maximum balance. for each LAIF account increased from $40 million to $50 million. COMMITTEE ACTION: Received the report. b. Ten-Year Plan Assumptions Staff reviewed the assumptions embedded in the Ten-Year Plan which will be presented to the Board at the Financial Workshop in January. COMMITTEE ACTION: Received the report. c. Comprehensive Annual Financial Report (CAFR) Staff reviewed the draft CAFR prior to submitting it to the full Board in December for approval to submit to the GFOA. COMMITTEE ACTION: Received the report. 6. Review Expenditures (Item 3.a. in Board Binder) COMMITTEE ACTION: Recommended Board approval. 7. Adjournment - at 3:17 p.m.