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HomeMy WebLinkAbout03.a. Finance Committee request for additional information on sewer construction expenses for FY 2016-17Page 1 of 2 Item 3.a. Central Contra Costa Sanitary District September 26, 2017 TO: FINANCE COMMITTEE FROM: THEA VASSALLO, CPA - FINANCE MANAGER EDGAR LOPEZ - CAPITAL PROJECTS DIVISION MANAGER REVIEWED BY: PHIL LEI BER - DIRECTOR OF FINANCE AND ADMINISTRATION SUBJECT: FINANCE COMMITTEE REQUEST FOR ADDITI ONAL INFORMATION ON SEWER CONSTRUCTION EXPENSES FOR FY 2016-17 At the August 29, 2017 Finance Committee meeting, the committee requested that staff provide additional information on Sewer Construction expenses for Fiscal Year (FY) 2016-17. Attachment 1 summarizes the FY 2016-17 Pre -Audit Year -End Status Report. Strategic Plan re -In GOAL TWO: Strive to Meet Regulatory Requirements Strategy 2 - Strive to Minimize the Number of Sanitary Sewer Overflows GOAL THREE: Be a Fiscally Sound and Effective Water Sector Utility Strategy 1 - Conduct Long -Range Financial Planning, Strategy 2 - Manage Costs ATTACHMENTS: 1. Sewer Construction FY 2016-17 Expenses September 26, 2017 Regular FINANCE Committee Meeting Agenda Packet - Page 3 of 100 Page 2 of 2 Attachment 1 FY 2016-17 CIB Pre -Audit Year -End Status Report Updated Table 9 — Sewer Construction Fund Revenues and Expenditures Note 1: Sewer Construction and Running Expense combined variance is $13k due to the mid -year tracking change and O&M expenses being covered first. Note 2: Contingency budget was $0 at year-end, transferred to CIB programs. * Budget at time of adoption on June 2, 2016. September 26, 2017 Regular FINANCE Committee Meeting Agenda Packet - Page 4 of 100 mi .� Revenue Sewer Service Charge $1118201000 $1118201000 $1119251821 o 0.9% 0 0.9/o Ad Valorem Taxes $111080)000 $1110801000 $1215731039 13.5% 13.5% Capacity Fees $61060)000 $610601000 $613671013 5.1% 5.1% Pumped Zone Fees $400,000 $400,000 $596,564 49.1% 49.1% Interest Income $2251000 $2251000 $5881387 161.5% 161.5% Reimbursements City of Concord $4,550,000 $4,550,000 $4,476,961 -1.6% -1.6% Recycled Water Sales $3001000 $3001000 $361946 Note 1 Note 1 All Other $470,400 $470,400 $5191073 10.4% 10.4% Total Revenue $34,905,400 $34,905,400 $37,083,804 6.2% 6.2% Expenditures Treatment Plant Program $1311251000 $1410991305 $1212391981 o -6.7% 0 -13.2 /o Collection System Program $1719251105 $1913601632 $2017911120 o 15.9% 0 7.4% General Improvements $3,808,651 $4,283,705 $3,062,994 -19.6% -28.5% Program Recycled Water $5001000 $7001000 $6011954 o 20.4% 0 -14.0/o Program Contingency $1,450,000 $1,450,000 $0 Note 2 Note 2 Total Expenditures $36,808,756 $39,893,642 $36,696,049 -0.3% -8.0% Note 1: Sewer Construction and Running Expense combined variance is $13k due to the mid -year tracking change and O&M expenses being covered first. Note 2: Contingency budget was $0 at year-end, transferred to CIB programs. * Budget at time of adoption on June 2, 2016. September 26, 2017 Regular FINANCE Committee Meeting Agenda Packet - Page 4 of 100