HomeMy WebLinkAboutBUDGET AND FINANCE ACTION SUMMARY 01-22-13Central Contra Costa Sanitary District
Protecting public health and the environment 5019 Imhoff Place, Martinez, CA 94=
SPECIAL MEETING OF THE
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SANITARY DISTRICT Prvs,aknt
BUDGET AND FINANCE COMMITTEE D_�FZDR TZLLL ��
President Pro Tem
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Chair McGill
Member Nejedly
Tuesday, January 22, 2013
3:00 p.m.
Executive Conference Room
5019 Imhoff Place
Martinez, California
PHOAE: (925) 228 -9500
E_-I: (925) 676 -7211
innr. centralsan. org
PRESENT: Mike McGill, Jim Nejedly, Curt Swanson, Thea Vassallo, Danea Gemmell
(for Item 5. ), Thomas Brightbill (for Item 5.)
1. Call Meeting to Order
Chair McGill called the meeting to order at 3:00 p.m.
2. Public Comments
Senior Administrative Analyst from City of Concord Public Works David
Boatwright introduced himself and attended the meeting as a guest.
3. Old Business
a. Review staff's response to the Committee's request for information at a
previous meeting, regarding the following expenditures:
Check# Vendor Amount
103091 San Ramon Auto and Detail $9,292.28
(photos of BMW repairs)
192928 Aqua Science $10,650.00
35004 Agilent Technologies, Inc. $15,004.38
COMMITTEE ACTION: Reviewed the response.
Budget and Finance Committee
January 22, 2013
Page 2
4. Risk Management
a. Review Loss Control Report and discuss outstanding claims
COMMITTEE ACTION: Reviewed the report and discussed
outstanding claims. Staff to provide additional information on the
new sewer service overflow (SSO) claim at the next meeting.
5. Receive the cost estimate of the amount spent on temporary staff and District
staff for the permit counter connection fee collection investigation and proposed
fee recovery plan
COMMITTEE ACTION: Received the cost estimate.
6. Expenditures
a. Review Expenditures (Item 4.b. in Board Binder)
COMMITTEE ACTION: Reviewed and recommended Board approval.
Requested additional information on check #193392 payable to
Dimensional Control Corp in the amount of $10,308.49.
7. Receive update on recommendation of Deferred Compensation Committee to
consolidate management of 457 and 401(a) Deferred Compensation Plan assets
under one carrier, ICMA -RC
Staff reported that ICMA is currently in the process of reviewing the current fund
lineup for possible better class of funds and lower -cost funds for minimal impact
to current participants.
COMMITTEE ACTION: Received the update.
8. Reports and Announcements
Finance Manager Thea Vassallo reported that staff has requested
information from CalPERS on switching retirement agencies, and CalPERS
requires an actuarial evaluation and estimates that a contract process
change takes a minimum of nine months to one year.
Ms. Vassallo also reported that she is working with ICMA to have the 401(a)
Plan documents updated for the negotiated medical waiver contribution
made by the District.
Budget and Finance Committee
January 22, 2013
Page 3
Ms. Vassallo reported that she attended the East Bay Chapter CSMFO
(California Society of Municipal Finance Officers) meeting and reported that
speaker John Bartel expects minimal Public Employees' Pension Reform
Act (PEPRA) savings at least 10 years out. Governmental Accounting
Standards Board (GASB) 68 requirements will start Fiscal Year 2014 -15
(reporting of pension liability recognition on the Balance Sheet).
9. Suggestions for future agenda items
Ms. Vassallo recommended the following items to be placed on a future
agenda: (1) GASB 51 intangible follow up prior to year end and (2)
overhead review of other agencies.
10. Adjournment — at 3:30 p.m.