HomeMy WebLinkAboutBUDGET & FINANCE ACTION SUMMARY 12-12-11 � Central Contra Costa Sanitary District
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BUDGET AND FINANCE COMMITTEE
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ACTION SUMMARY
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Chair Nejedly ,�,�,�:��,�t�-�r�.s�r,�.��,-x
Member Hockett
Monday, December 12, 2011
3:00 p.m.
2nd Floor Conference Room
5019 Imhoff Place
Martinez, CA 94553
PRESENT: Jim Nejedly, Barbara Hockett, Randy Musgraves, Jim Kelly, Ann Farrell,
Debbie Ratcliff, Jarred Miyamoto-Mills
1. Call Meeting to Order
Chair Nejedly called the meeting to order at 3:00 p.m.
2. Public Comments
None.
3. Old Business
a. Review response to a question regarding what the PARS GASB 45 return
would have been had the District invested in the Moderately Aggressive
Fund
Staff reported that the Moderate Fund and the Moderately Aggressive
Fund had very similar inception- to-date returns. The District is getting a
good return without the additional risk associated with an aggressive fund.
COMMITTEE ACTION: Reviewed the response.
Budget and Finance Committee
December 12, 2011
Page 2
4. Risk Management
a. Review Loss Control Report and discuss outstanding claims
Staff discussed two c/aims. First, Kathleen Da/y of Martinez has filed a
c/aim with the Small C/aims Court for$5,800 to reimburse her for a District
easement, which District staff has valued at a much lower figure. Second,
Louis Pimentel has filed a /awsuit against the District for personal injury
due to an automobile accident.
COMMITTEE ACTION: Reviewed the Loss Control Report.
5. Review report on possible installment payments of past due connection fees
(Item 6.a.3) in Board Binder)
COMMITTEE ACTION: Reviewed the report and suggested that future
installment payment recommendations continue to come to the Board
rather than be delegated to staff, but that staff should develop some
guidelines on terms of installment payments for consideration by the
Board.
6. Review Position Paper approving updated Administrative Overhead Percentage
of 194% for Fiscal Year 2012-13 (Item 7.b. in Board Binder)
COMMITTEE ACTION: Reviewed and requested that staff bring to the full
Board the additional dollar revenue potentially realized by increasing the
overhead rate billed for District services.
7. Expenditures
a. Review Expenditures (Item 3.b. in Board Binder)
COMMITTEE ACTION: Reviewed and recommended Board approval.
b. Review P-Card expenditures
COMMITTEE ACTION: Reviewed and recommended Board approval.
8. Reports and Announcements
None.
9. Suggestions for future agenda items
None.
Budget and Finance Committee
December 12, 2011
Page 3
10. Closed Session
a. Conference with Legal Counsel - existing litigation pursuant to
Government Code Section 54956.9(a)
• Louis Pimentel vs. CCCSD, Case Number MSC11-02394
• Kathleen Daly vs. CCCSD, Case Number CSC11-0786
COMMITTEE ACTION: Did not hold the closed session.
11. Report out of Closed Session
None.
12. Adjournment — at 3:30 p.m.