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HomeMy WebLinkAbout08. Contributed Assets Value• Central Contra Costa Sanitary District August 20, 2014 TO: FINANCE COMMITTEE FROM: DANEA GEMMELL, ENVIRONMENTAL SERVICES DIVISION MANAGER SUBJECT: PROCESS TO DETERMINE CONTRIBUTED ASSETS VALUE Tammy Fong provided a summary of the process of calculating contributed assets. During the final plan review stage for mainline jobs that come through Environmental Services Development, staff requests a copy of the written (signed) contract between the contractor and developer that includes a cost breakdown of quantities, descriptions and prices. Staff double- checks the cost breakdown for mathematical accuracy and confirms both quantities and descriptions correctly match the final plans. Additionally, staff checks to see that the prices are in line with what was seen in the recent past for the similar items /type of work done. From this cost breakdown, the appropriate project security amount is determined in order for the developer to obtain a bond. The District requires a bond for items that will become District assets, such as mainline sewer pipes and manholes. The line item cost information is ultimately entered onto the Contributed Assets spreadsheet (on a sheet labeled "Contract "), which uses all the information to not only calculate cost totals, but also to calculate an average unit cost for each category (PVC SDR -26 pipe, manhole, etc.) over all the Jobs listed on the sheet. Sometimes contractors, working on smaller mainline jobs, will provide the District with a detailed description of the work and a lump sum cost rather than a unit cost breakdown. In these situations, the quantities and item description information is entered into the Contributed Assets spreadsheet on a sheet called "Estimated ". The "Estimated" sheet uses the average cost of a category from the "Contract" sheet to determine the value of the items installed. DSG/TF:sdh N: \ENVRSRV\Board Comm ittees\Finance Committee\2014 \Process for Contributed Assets 8- 20- 14.docx