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HomeMy WebLinkAbout08.d.1)c) Minutes-Finance Committee 10-24-168.d.1)c) ral Contra Costa Sani a REGULAR MEETING OF THE CENTRAL CONTRA COSTA SANITARY DISTRICT FINANCE COMMITTEE MINUTES Monday, October 24, 2016 3:00 p.m. Executive Conference Room 5019 Imhoff Place Martinez, California Committee: Chair Tad Pilecki Member Paul Causey BOARD OF DIRECTORS: TAD J. PILECICI President PAUL H. CA USEY President Pro Tem MICHAEL R. MCGILL JAMES A. NEJEDLY DAVID R. WILLIAMS PHONE: (925) 228-9500 FAX: (925) 372-0192 www.centralsan.org Staff: General Manager Roger S. Bailey (arrived for Item 4.) Deputy General Manager Ann Sasaki Director of Engineering and Technical Services Jean -Marc Petit (arrived for Item 4.) Planning & Development Services Division Manager Danea Gemmell Finance Manager Thea Vassallo Senior Administrative Technician Cindy Granzella 1. Call Meeting to Order Chair Pilecki called the meeting to order at 3:00 p.m. 2. Public Comments None. 3. Old Business a. Review staff's response to questions regarding expenditures at the September meeting: InformationDate Amount Vendor Requested #103335 $1,051.85 Servicemaster Member Causey requested further detail. 8/18/16 Restoration Finance Committee Minutes October 24, 2016 Page 2 COMMITTEE ACTION: Reviewed staff's responses. 4. Expenditures a. Review Expenditures Member Causey referred to page 64 of the expenditures and stated that he would recuse himself from recommending Board approval of a payment to West Yost Associates due to a potential conflict of interest. COMMITTEE ACTION: Reviewed and recommended Board approval. Requested additional information on the following: iPateE Info a equestO #211676 $97,500.00 EBMUD / Chair Pilecki asked for a short memo to 9/29/16 Lab and identify the costs/summary of the studies Other for BACWA. #211942 $300.00 Alameda Chair Pilecki asked for more information 10/06/16 LAFCO #37420 $2,876.55 Taborda Member Causey asked why this was 9/22/16 Solutions, billed to a capital project, and another Inc. payment to the same vendor was billed through Operations and Maintenance (O&M) 5. Review September 2016 Financial Statements and Investment Reports Ms. Vassallo reviewed the information included in the agenda materials. Chair Pilecki referred to the retirement contribution of $17,666,949 on page 4, and stated that a previous announcement to the Board stated that a payment of $18.3 million would be made. He asked for an explanation of the discrepancy. COMMITTEE ACTION: Reviewed and recommended Board approval. 6. Review preliminary rate scenarios schedule for revenue requirements Mr. Bailey explained that the preliminary scenarios included with the agenda materials represent a basic introduction to the topic, which will be further discussed at the upcoming Board workshop on November 10. Finance Committee Minutes October 24, 2016 Page 3 Ms. Gemmell reviewed all three scenarios. Member Causey requested a fourth scenario be presented to the Board on November 10 showing a zero rate for next year followed by increases over the next five -years once the Comprehensive Wastewater Master Plan has been approved and considered in the budget. COMMITTEE ACTION: Received the information and provided input to staff. 7. Announcements a. Future scheduled meetings: Monday, November 28, 2016 at 3:00 p.m. Tuesday, December 27, 2016 at 3:00 p.m. b. Receive list of Scheduled/Parking Lot items COMMITTEE ACTION: Received the announcements. 8. Suggestions for future agenda items None. 9. Adjournment — at 4:15 p.m.