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HomeMy WebLinkAbout07.a.2) Status update on list of areas for further discussion from Member Causey-7.a.7-) Central Contra Costa Sanitary District May 30, 2014 TO: HONORABLE MEMBERS OF THE BOARD FROM: ROGER S. BAILEY, GENERAL MANAGER SUBJECT: MEMBER CAUSEY'S LIST OF TOPICS FOR DISCUSSION Attached is a copy of Member Causey's list of topics in need of discussion, to which he made reference at the May 15, 2014 Board meeting. President Williams requested the list be presented to the full Board for discussion. Staff has included the current status of each item, and items where further direction is needed (Items 11 -19). RSB:dma Attached Supporting Document. 1. Board Member Causey's List of Areas of Discussion ATTACHMENT Central Contra Costa Sanitary District Board Member Causey List of Areas of Discussion June 5, 2014 Item No. Description Status Cost of Service Study definition and Contract scheduled for Board approval on June 19, 2014. 1' anticipated outcomes for next budget cycle Board Workshop to be held subsequently to determine definition and priorities 2. Fiscal Reserve Policy To be evaluated in Cost of Service Stud 3 Establishment of Recycled Water Enterprise Fund To be evaluated in Cost of Service Study Staffing evaluation complete with 4. recommendation for future District staffing To be evaluated in Cost of Service Study and Staffing Needs levels Assessment 5 Use of outside inspection services versus To be evaluated in Cost of Service Study and Staffing Needs District staff — Engineering also Assessment Discussed. by Finance Committee May 7, 2014. District will 6. Concord Billing wait until City of Concord completes its own Cost of Service Stud Presented to Finance Committee on April 7, 2014. Concurred with staff recommendation to reconsider multi -year budgeting 7. Two -year budget process in conjunction with the IT Master Plan, estimated to be presented to the Board in May or June, following review by the Committee 8 Investment options for enhancing returns on To be addressed at June 23, 2014 Finance Committee idle cash meeting Board acted on UAAL for FY 2014 -15 and agreed to review it 9. UAAL paydowns /superfunding on an annual basis Item No. Description Status 10. Defined Benefit/Retirement Admin Committee will receive presentation on June 18 and will be presented to the full Board at a future meeting Maintenance vs. capital funding priorities: CIB transparency enhancements; triple bottom line evaluations and priorities for all CIB projects; 11. enhanced CIB priority setting; determination of Direction needed from Board philosophy of CIB vs. O &M (e.g. cathodic protection, etc); enhanced project budgets that include funding limits Review of annual O &M budget assumptions in greater detail; targeted increase for O &M for 12. next five years (closer to CPI, not 12 -15 %); Direction needed from Board how to ensure most cost - effective O &M operations prior to considering rate increases next year 13. Cash flow requirement procedures — why is Self- Insurance fund not included Direction needed from Board 14 Discussion of philosophy for salary and Direction needed from Board benefits for next round of negotiations 15. CCCERA annual pre-payment Direction needed from Board 16. Need for Financial Workshop Direction needed from Board 17. Comprehensive District Training Philosophy Direction needed from Board 18. Establishment of Board Priorities Direction needed from Board 19 Definition of Financial Transparency for all Direction needed from Board District financial operations