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HomeMy WebLinkAboutBUDGET & FINANCE ACTION SUMMARY 09-14-10SPECIAL MEETING OF THE CENTRAL CONTRA COSTA BOARD OF DIRECTORS SANITARY DISTRICT NIICHAELR.MCGILL President BUDGET AND FINANCE COMMITTEE BARBARA D.HOCKETT President Pro Tem ACTION SUMMARY Chair Nejedly Member Hockett Tuesday, September 14, 2010 3:00 p.m. Executive Conference Room 5019 Imhoff Place Martinez, California GERALD R. LUCEY MARIO M. NIENESINI JAMES A. NEJEDLY PHONE: (925) 228 -9500 FAX: (925) 676 -7211 www.centralsan.org PRESENT: Jim Nejedly, Barbara Hockett, Randy Musgraves, Debbie Ratcliff 1 2 3 Call Meeting to Order Chair Nejedly called the meeting to order at 3:00 p.m. Public Comments ILIrMW Old Business a. Review Outstanding Questions COMMITTEE ACTION: Reviewed two outstanding questions. 0 Claims Management a. Review new and outstanding claims There were no new or outstanding claims noted on the claims report. However, immediately prior to the Committee meeting, the District received a letter from the Stanzler Law Group notifying the District of a potential lawsuit pursuant to the Resource Conservation and Recovery Act Budget and Finance Committee September 14, 2010 Page 2 of 1976, for alleged environmental contamination near 1601 Contra Costa Boulevard, Pleasant Hill, California. COMMITTEE ACTION: Received the report. b. Small Claims Court Staff filed a small claims court action against Stephen Isaacs, the owner of the property at 79 Loma Vista in Orinda, due to the stoppage of payments and communication with the District. COMMITTEE ACTION: Recommended notifying the full Board of staff's action. 5. Reports and Announcements a. Review July 31, 2010 GASB 45 Trust Account Report Staff reviewed the July 2010 financial results on the District's GASB 45 Trust investments. The one -month return was 4.65 %. COMMITTEE ACTION: Received the report. b. CCCERA De- pooling Report and September 8, 2010 Board Meeting (Item 6.a.1) in Board Binder) Staff indicated that John Bartel is reviewing the data provided by CCCERA to determine if the data, assumptions, estimates and methodology support the 4.87% increase in the rate as a result of de- pooling for the District retirement contribution. COMMITTEE ACTION: Received the report. 6. Review Expenditures (Item 3.a. in Board Binder) COMMITTEE ACTION: Recommended Board approval. 7. Review July 2010 Financial Statements (Item 3.b. in Board Binder) COMMITTEE ACTION: Recommended Board approval. 8. Adjournment — at 3:20 p.m.