HomeMy WebLinkAbout05.a. Q&A from previous Board meetings and Cost of Service Study Workshops3.0"'4
QUESTIONS FROM PREVIOI)S BOARD MEETINGS AND WORKSHOPS
The following are responses to a series of questions and concerns that were raised over
the past several months as we have proceeded with the analysis for the Cost of Service
Study and the Staffing Needs Assessment.
Question 1: Can the District use the Insurance Reserve to mitigate cash flow concerns
during the year?
Response: The Board has the discretion to adopt a policy that allows a given reserve
fund to be used for short term needs in another fund. However, staff does not advise it.
Question 2: Can the District borrow money on a short term basis to cover operating
costs to take the District through to December when the property tax's first installment is
received?
Response: The District can secure a short term line of credit or issue Tax Revenue
Anticipation Notes (TRAN's) to fund operating costs prior to receiving the first property
tax installment in December of each year. Since the Board workshop in January, staff
contacted Public Financial Management (PFM), a large national financial advisory firm
for public agencies, relative to this issue. The response received was that PFM is
unaware of any utility districts having adopted such a practice, which is more prevalently
used by School Districts. Staff does not recommend this option.
Question 3: Can the District create an Infrastructure Replacement Reserve?
Response: Yes — The reason staff recommended reserving twelve months of Capital
Expenditures is for the purpose of mitigating future rate increases and borrowing needs
relative to the Capital requirements expected to be identified in the upcoming
Wastewater Master Plan. In addition, the current CIP includes projects that encompass
regulatory upgrades, expansion and renewal, which essentially serves as a
Replacement Program.
Question 4: Can the District have an annual rate adjustment that more closely reflects
the annual CPI?
Response: Currently, labor contracts for the District are indexed to the San Francisco
Bay Area CPI index. Health care insurance costs have traditionally exceeded CPI
indexes; and other materials and commodity costs, such as fuel and chemicals, are
variable relative to global demand and available supplies. The biggest driver of rate
adjustments at present are Capital costs. The current level of Capital funding is
approximately $22 million. Therefore, if it were possible to sufficiently renew and
replace the District's infrastructure at that level of funding, it would be possible to keep
annual rate increases closer to a CPI index. Alternatively, the District could finance
Capital needs over a period of 20 -30 years in the interest of keeping rate increases
closer to inflationary indexes.
Question 5: When will the various fiscal reserve targets be met, including the
underlying assumptions?
Response: The current ten -year financial rate making projections fund the fiscal
reserve targets in five years or by the year 2020.
Question 6: Can a column be added indicating the funding percentages to the table
illustrating the effect of the various levels of UAAL pay down options?
Response: This column was added to the table and is included in the Financial
Planning and Policy Workshop presentation scheduled for the March 5, 2015, Board
meeting.
Question 7: Can you run a rate scenario that includes the absolute minimum funding
that would be required for the Capital Program, taking into consideration regulatory and
safety requirements and the recent settlement with California River Watch?
Response: This rate scenario is included in the Financial Planning and Policy
Workshop presentation scheduled for the March 5, 2015, Board meeting. Scenario C
presents an absolute minimum hypothetical CIB based on these criteria.
Question 8: Can you evaluate if there is value added from a customer service stand
point utilizing full -time employees for inspection services versus outside contractors?
Response: A similar issue was evaluated and presented at the October 2, 2014, Board
meeting under an item entitled Report Summarizing the District's Collection System
Project Costs as Compared to Industry Standards. In that presentation, staff noted that
the District does more than most other agencies in public outreach; and excellent
customer service comes at a cost. Past practice has been to lump these costs with
design costs; however, staff is now tracking public relations and customer survey costs
separately. The presentation also included a comparison to the California Multi- Agency
CIP Benchmarking Study. Board members were satisfied that the report shows that the
current staff process is competitive and efficient.
Question 9: Concern was raised regarding the lack of clerical staff in the Engineering
Department.
Response: The District uses several different classification titles for
administrative /clerical positions. Specifically, the Engineering Department utilizes the
Administrative Assistant classification and has four assigned positions that perform a
wide array of administrative tasks and provide clerical support throughout the
Department.
Questions 10: Can you provide the total cost of the Recycled Water Program,
including both Operating and Capital costs?
Response: This information will be provided at the April Real Estate, Environmental
and Planning Committee.
3