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HomeMy WebLinkAbout2010-07-12 - Finance-Accounting Committee Meeting Agenda Packet Yorba Linda Water District AGENDA YORBA LINDA WATER DISTRICT FINANCE-ACCOUNTING COMMITTEE MEETING Monday, July 12, 2010, 4:00 PM 1717 E Miraloma Ave, Placentia CA 92870 COMMITTEE STAFF Director John W. Summerfield, Chair Ken Vecchiarelli, General Manager Director Ric Collett Stephen Parker, Finance Director 1. PUBLIC COMMENTS Any individual wishing to address the committee is requested to identify themselves and state the matter on which they wish to comment. If the matter is on this agenda, the committee Chair will recognize the individual for their comment when the item is considered. No action will be taken on matters not listed on this agenda. Comments are limited to matters of public interest and matters within the jurisdiction of the Water District. Comments are limited to five minutes. 2. ACTION CALENDAR This portion of the agenda is for items where staff presentations and committee discussions are needed prior to formal committee action. 2.1. May Budget to Actual Results Recommendation: That the Committee review, receive and file the May 2010 budget to actual results. 2.2. Monthly Investment Report for May 2010 Recommendation: That the Committee receive and file the Investment Report. 3. DISCUSSION ITEMS This portion of the agenda is for matters such as technical presentations, drafts of proposed policies, or similar items for which staff is seeking the advice and counsel of the Committee members. This portion of the agenda may also include items for information only. 3.1. Monthly Portfolio Reports for May 2010 3.2. Future Agenda Items and Staff Tasks 4. ADJOURNMENT 4.1. The next regular meeting of the Finance-Accounting Committee will be held on August 9, 2010 at 4:00 p.m. Items Distributed to the Committee Less Than 72 Hours Prior to the Meeting Pursuant to Government Code section 54957.5, non-exempt public records that relate to open session agenda items and are distributed to a majority of the Committee less than seventy-two (72) hours prior to the meeting will be available for public inspection in the lobby of the District's business office located at 1717 E. Miraloma Avenue, Placentia, CA 92870, during regular business hours. When practical, these public records will also be made available on the District's internet website accessible at http://www.ylwd.com/. Accommodations for the Disabled Any person may make a request for a disability-related modification or accommodation needed for that person to be able to participate in the public meeting by telephoning the Executive Secretary at 714-701-3020, or writing to Yorba Linda Water District, P.O. Box 309, Yorba Linda, CA 92885-0309. Requests must specify the nature of the disability and the type of accommodation requested. A telephone number or other contact information should be included so the District staff may discuss appropriate arrangements. Persons requesting a disability-related accommodation should make the request with adequate time before the meeting for the District to provide the requested accommodation. ITEM NO. 2.1 AGENDA REPORT Meeting Date: July 12, 2010 Budgeted: N/A To: Finance-Accounting Committee Funding Source: N/A From: Ken Vecchiarelli, General Manager Presented By: Stephen Parker, Finance Dept: Finance Director Prepared By: Delia Lugo, Senior Accountant CEQA Compliance: N/A Subject: May Budget to Actual Results STAFF RECOMMENDATION: That the Committee review, receive and file the May 2010 budget to actual results. DISCUSSION: Attached are the budget to actual results for the Water Fund, Sewer Fund and a summary of both funds. Overall, the District is falling short on revenues and focusing strongly on balancing this factor with tightening expenses. Major items to note are: . Operating revenues are lagging as a percentage from prior year at 83% of budgeted revenue, compared to the prior year figure of 101 % at this same time. The largest contributor of this lag is due to additional conservation efforts, and we know we will end the year below our budget revenues. As a result of those record conservation levels, revenues as a total figure are $1,126,000 lower in the current fiscal year with $20.8M. . Variable expenses are 78% of budgeted expenses, whereas in the prior year, variable costs at this time totaled 88%. This is due to lower water purchases based on customer conservation and on a strategy implemented by staff to purchase higher percentages of import water in the months of July and August, prior to the MWD rate increase implemented September 1, 2009. We will end the year below budget on variable expenses. In fact, due to lower water purchases, associated lower energy costs and strategic optimization of import water purchases, variable expenses are just under $200,000 lower than at this point last year despite the substantial 19% MWD increase on September 1. . Depreciation expense is 18% higher than the prior year due to fixed asset projects that have been closed and have begun depreciation in the current year. . Supplies and services are at 73% of budgeted levels, and should end the year well below budget as a result of aggressive efforts by staff to limit expenditures in areas that are under staff's control. These efforts will help contribute to a better bottom line than last year despite lower revenues as a result of unprecedented conservation. PRIOR RELEVANT BOARD ACTION(S): On June 14, 2010, the Committee reviewed, received and filed the April 2010 budget to actual results. ATTACHMENTS: !blame: Description: Type: Water Sewer May 2010.xls Water Sewer May 2010 Backup Material Water May 2010.xls Water May 2010 Backup Material Sewer May 2010.xls Sewer May 2010 Backup Material Yorba Linda Water District Summary Financial Report Water & Sewer Funds For the Eleven Months Ended May 31, 2010 Annual % of Budget Actual Annual Budget FY 09/10 YTD through Amended Amended 10/21/09 May 31, 2010 10/21/09 Revenue (Operating): Water Revenue (Consumption & Flat Charge) $23,027,872 $18,948,450 82.28% (Restricted for Debt Service) - (2,132,958) Sewer Revenue 1,276,000 1,191,815 93.40% Other 648,892 638,735 98.43% Total Operating Revenue: 24,952,764 18,646,042 83.27% Expenses (Operating): Variable Water Costs (G.W., Import & Power) 12,259,937 9,530,251 77.73% Salary Related Expenses 7,355,049 5,815,538 79.07% Supplies & Services 4,479,584 3,250,314 72.56% Depreciation & Amortization 4,540,800 4,416,778 97.27% Total Operating Expenses: 28, 635, 370 23, 012, 881 80.37% Operating Income (Loss) (3,682,606) (4,366,839) 118.58% Revenue (Non-Operating): Interest and Investments 127,900 145,577 113.82% Property Taxes 1,200,000 1,132,443 94.37% Debt Service Income (through water revenue) - 2,132,958 Other 185,500 368,089 198.43% Total Non-Operating Revenue: 1,513,400 3,779,067 249.71% Expenses (Non-Operating): Interest on Long Term Debt (1,981,300) (1,789,887) 90.34% Other Expense (201,800) (133,440) 66.12% Total Non-Operating Expenses: (2,183,100) (1,923,327) 88.10% Non-Operating Income (Loss) (669,700) 1,855,740 Net Income (Loss) (4,352,306) (2,511,099) 57.70% Contributed Capital 265,202 339,154 127.89% Capital - Direct Labor (413,882) Yorba Linda Water District Water Fund For the Eleven Months Ended May 31, 2010 FY 2010 % of Annual May Actual Annual Budget 2010 YTD Budget Revenue (Operating): Water Revenue (Residential) $17,692,953 $1,330,475 $14,663,477 82.88% (Restricted for Debt Service) - (172,199) (2,132,958) 0.00% Water Revenue (Commercial & Fire Det.) 1,680,500 142,507 $1,519,269 90.41% Water Revenue (Landscape/Irrigation) 3,654,419 270,429 $2,765,704 75.68% Other Operating Revenue 643,792 33,544 $635,738 98.75% Total Operating Revenue: 23,671,664 1,604,756 17,451,230 82.73% Expenses (Operating): Variable Water Costs (G.W., Import & Power) 12,259,937 1,070,989 9,530,251 77.73% Salary Related Expenses 6,538,008 455,350 5,108,291 78.13% Supplies & Services: Communications 268,694 20,471 256,685 95.53% Contractual Services 964,090 67,666 874,688 90.73% Data Processing 116,148 11,032 81,018 69.75% Dues & Memberships 30,068 816 27,230 90.56% Fees & Permits 50,160 3,309 54,606 108.86% Insurance 342,433 - 184,318 53.83% Materials 427,424 30,007 447,948 104.80% District Activities, Emp Recognition 13,832 616 3,067 22.17% Maintenance 384,362 1,558 128,242 33.36% Non-Capital Equipment 139,910 16,527 89,994 64.32% Office Expense 66,775 1,911 27,308 40.90% Professional Services 763,760 38,016 362,844 47.51% Training 61,518 2,404 30,721 49.94% Travel & Conferences 48,892 2,647 13,745 28.11% Uncollectible Accounts 47,320 - 418 0.88% Utilities 27,027 6,791 97,588 361.08% Vehicle Equipment 279,683 12,426 229,909 82.20% Supplies & Services Sub-Total 4,032,096 216,197 2,910,329 72.18% Depreciation & Amortization 3,945,750 516,277 3,874,330 98.19% Total Operating Expenses 26,775,791 2,258,813 21,423,201 80.01% Operating Income (Loss) (3,104,127) (654,057) (3,971,971) 127.96% Revenue (Non-Operating): Interest and Investments 120,900 11,143 130,360 107.82% Property Taxes 1,092,000 27,162 1,132,443 103.70% Debt Service Income (through water revenue) - 172,199 2,132,958 Other Non-Operating Revenue 172,900 (4,887) 372,181 215.26% Total Non-Operating Revenue: 1,385,800 205,617 3,767,942 117.98% Expenses (Non-Operating): Interest on Long Term Debt (1,981,300) (163,813) (1,789,887) 90.34% Job Closing Expense (40,000) 0.00% Other Expense (154,500) (2,281) (130,453) 84.44% Total Non-Operating Expenses: (2,175,800) (166,094) (1,920,340) 88.26% Non-Operating Income (Loss) (790,000) 39,523 1,847,602 Total Income (Loss) $ (398949127) $ (6149534) $ (291249369) 54.55% Contributed Capital $ 190,962 $ 14,652 227,400 119.08% Capital - Direct Labor $ 32,754 $ 306,515 Yorba Linda Water District Sewer Fund For the Eleven Months Ended May 31, 2010 FY 2010 % of Annual May Actual Annual Budget FY 2010 YTD Budget Revenue (Operating): Sewer Charge Revenue $1,160,000 $98,708 $1,087,820 93.78% Locke Ranch Assessments 116,000 1,195 $103,995 89.65% Other Operating Revenue 5,100 261 $2,997 58.76% Total Operating Revenue: 1,281,100 100,164 1,194,812 93.26% Expenses (Operating): Salary Related Expenses 817,041 55,619 $707,247 86.56% Supplies & Services: Communications 26,654 2,025 $25,596 96.03% Contractual Services 137,255 6,406 $132,698 96.68% Data Processing 11,487 1,091 $8,013 69.76% Dues & Memberships 3,360 213 $2,949 87.77% Fees & Permits 6,040 197 $4,644 76.89% Insurance 33,867 - $18,229 53.83% Materials 21,301 662 $12,919 60.65% District Activities 1,368 61 $303 22.15% Maintenance 29,789 99 $9,207 30.91% Non-Capital Equipment 18,631 1,607 $11,190 60.06% Office Expense 9,550 189 $2,473 25.90% Professional Services 78,240 16,775 $60,183 76.92% Training 8,632 213 $3,566 41.31% Travel & Conferences 6,893 262 $1,283 18.61% Uncollectible Accounts 4,680 - - 0.00% Utilities 2,673 672 $9,652 361.09% Vehicle Equipment 47,068 5,143 $37,080 78.78% Supplies & Services Sub-Total 447,488 35,615 339,985 75.98% Depreciation & Amortization 595,050 66,426 $542,448 91.16% Total Operating Expenses 1,859,579 157,660 1,589,680 85.49% Operating Income (Loss) (578,479) (57,496) (394,868) 68.26% Revenue (Non-Operating): Interest and Investments 7,000 1,803 15,217 217.39% Property Taxes 108,000 - - 0.00% Other Non-Operating Revenue 12,600 (190) (4,092) -32.48% Total Non-Operating Revenue: 127,600 1,613 11,125 8.72% Expenses (Non-Operating): Job Closing Expense (5,000) - - 0.00% Other Expense (2,300) (406) (2,987) 129.87% Total Non-Operating Expenses: (7,300) (406) (2,987) 40.92% Non-Operating Income (Loss) 120,300 1,207 8,138 6.76% Total Income (Loss) $ (458,179) $ (56,289) $ (386,730) 84.41% Contributed Capital $74,240 $26,680 $111,754 150.53% Capital - Direct Labor (1,004) (21,601) ITEM NO. 2.2 AGENDA REPORT Meeting Date: July 12, 2010 Budgeted: N/A To: Finance-Accounting Committee Funding Source: N/A From: Ken Vecchiarelli, General Manager Presented By: Stephen Parker, Finance Dept: Finance Director Reviewed by Legal: N/A Prepared By: Sandi Van Etten, Senior CEQA Compliance: N/A Accountant Subject: Monthly Investment Report for May 2010 SUMMARY: Government Code Section 53607, et, seq., requires the person delegated to invest funds to make a quarterly report of the investments to the legislative body. STAFF RECOMMENDATION: That the Committee receive and file the Investment Report. DISCUSSION: Staff is submitting the May 2010 Monthly Investment Report for your review and approval. The Investment Portfolio Report presents the market value and percent yield for all the District investments by institution. The Investment Report Summary includes budget and actual interest and average term portfolio information as well as market value broken out by reserve categories. As a result of the switch to CaITRUST, we were able to move the majority of our water capital investment money into longer-term investments, resulting in a greater yield. The yield in the current month for the total portfolio is 0.84%, compared to an average yield of 0.42% for the first four months of the year. As a result, the number of days to maturity and average term of the portfolio in days increased this month to 375 and 221, respectively, from 1 each in the prior month. Other items to note for the month of May include the COP Revenue Bond 2008 Fund balance is approximately $1 M lower in May than April as a result of CIP projects underway, and the Water Operating Fund balance is positive for the first time this calendar year. Staff will submit a Quarterly Investment Report ending June 30, 2010 for Board action upon its approval by the Finance-Accounting Committee. PRIOR RELEVANT BOARD ACTION(S): Monthly Investment Reports are presented to the Finance-Accounting Committee on a regular basis. Quarterly Investment Reports are presented to the Board of Directors. The Investment Report for the month ended April 30, 2010 was received and filed by the Finance-Accounting Committee on June 14, 2010. The Investment Report for the quarter ended March 31, 2010 was received and filed by the Board of Directors on May 27, 2010. ATTACHMENTS: Name: Description: o ype: Invst Rpt 5-10.xlsx Portfolio Rpt Backup Material Agenda, 7-12 backup-May.docx Backup Backup Material Yorba Linda Water District Investment Portfolio Report May 31, 2010 Market % Percent Investment Maturity Value Cost of Total Institution Yield Date Date Cash & Checking Accounts: $ 999,245 $ 999,245 Wells Fargo Bank N/A $ 999,245 $ 999,245 2.87% Total 0.00% Money Market Accounts: $ 1,529,926 $ 1,529,926 Wells Fargo Money Market 0.30% N/A - - Wells Fargo MM/Annexation $ 1,529,926 $ 1,529,926 4.39% Total 0.30% $ 2,529,171 $ 2,529,171 7.25% Sub-total 0.30% California Asset Mgmt. Program: $ - $ - 0.00% California Asset Mgmt. Program N/A Money Market Account: $ 11,542,135 $ 11,542,135 US Bank 2008 Revenue Bond 0.20% $ 11,542,135 $ 11,542,135 33.11% 0.20% CalTR UST $ 1,053,984 $ 1,053,984 Heritage Money Market Fund 0.25% $ 3,694,497 $ 3,694,497 Ca1TRUST Short Term 0.57% $ 16,042,675 $ 16,042,675 Ca1TRUST Medium Term 1.45% $20,791,156 $20,791,156 59.64% 1.23% $ 34,862,462 $ 34,862,462 100.00% Sub Total Investments 0.84% Individual Management Account: $ 628 $ 628 0.00% Wells Capital Management 0.18% N/A $ 34,863,090 $ 34,863,090 100% Total Investments 0.84% Per Government Code requirements, the Investment Report is in compliance with the Yorba Linda Water District's Investment Policy, and there are adequate funds available to meet budgeted and actual expenditures for the next six months. Sandi Van Etten, Senior Accountant 5/31/2010 Investment Report Summary Below is a chart summarizing the yields as well as terms and maturities for the month of May 2010: Avg. Portfolio Avg. Portfolio # of Avg. Term Month Yield Without Yield With Days to of Portfolio of 2010 Wells Capital Wells Capital Maturity in Days May 0.84% 0.84% 375 221 Below is a chart comparing operating fund interest for current and prior fiscal years. Actual Interest 5/31/09 5/31/10 Monthly, Operating Fund $ 327 $ -1,802 Year-to-Date, Operating Fund $ 6,166 $ 27,590 Budget 2008/2009 2009/2010 Interest Budget, Operating Fund, May YTD $59,125 $6,875 Interest Budget, Operating Fund, Annual $64,500 $7,500 Interest earned on investments is recorded in the Fund that owns the investment. Investment Summary Comparison The distribution of investments in the portfolio both in dollars and as a percentage of the total portfolio by funds is as follows: Fund Description Balance 5/31/10 Water Operating 75,694 0.22% Water Emergency Reserve 2,058,108 5.91% Water Capital Project Reserve 18,424,914 52.95% Water Reserve for Debt Service 785,875 2.26% COP Revenue Bond 2008 - Reserve 2,147,096 6.17% COP Revenue Bond 2008 9,395,039 27.00% Sewer Operating 1,195,757 3.44% Sewer Emergency Reserve 524,344 1.51% Sewer Capital Project Reserve 189,590 0.54% $34,796,417 100.00% Wells Fargo Bank Checking Water Operating 25,121 Sewer Operating 41,552 66,673 Total $34,863.090 ITEM NO. 3.1 AGENDA REPORT Meeting Date: July 12, 2010 Subject: Monthly Portfolio Reports for May 2010 ATTACHMENTS: Name: Dosciiption: Type: YLWD Overview Pagel.pdf May Portfolio 1 Backup Material YLWD_Summay Page2.pdf May Portfolio 2 Backup Material YLWD Cash FlowPage3.pdf May Portfolio 3 Backup Material YLWD Holdings Page4.pdf May Portfolio 4 Backup Material Account Overview Yorba Linda Water District Account #18611500 Funding Date: 10/25/2005 Portfolio Statistics as of: 5/31/2010 Account Characteristics: Portfolio Yield to Maturity 0.18% Total Unrealized Gains/(Losses) - Current: - Total Net Realized Gains/(Losses) - Since Inception: 15,521 Total Long-Term Investments: - Total Short Duration Investments/Money Market Secs: 628 Total Market Value: 628 Total Number of Issues in the Portfolio: 1 MARKET DATA Overnight Fed Funds Rate: 0.00% 6-Month T-Bill Yield: 0.22% 12-Month T-Note Yield: 0.27% WELLS CAPITAL MANAGEMENT Portfolio Summary Report Yorba Linda Water District For the period : 05101110 to 05/31/10 18611500 Portfolio Characteristics Portfolio Breakdown Market Value: 627.55 Market Value % of Account Unrealized G/L: 0.00 Money Market Fund 627.42 99.98% Pending-Cash 0.13 0.02% Yield To Maturity: 0.18% Total 627.55 100.00% Portfolio Duration: 0.00 Years Avg. Days to Maturity: 1 Avg. Portfolio Credit Quality: Aaa Market Data 05/31/10 04/30/10 Yields: 6 Month Treasury Bill: 0.22% 0.23% 2 Year Treasury Note: 0.77% 0.96% 5 Year Treasury Note: 2.09% 2.42% Fed Funds Target: 0-0.25% 0-0.25% Credit Quality* Effective Maturity Distribution 1.00 P1/MIG1/VMIG1/A-1 0.0% Aaa/AAA 0.0% 0.80 Aa/AA 0.0% 0.60 A/A 0.0% Baa/BBB 0.0% Other 0.0% 0.40 Cash/Overnights 100.0% Not Rated 0.0% 0.20 100.0% 0.00 * Moody's Ratings - Primary o/n 2 to 90 91 to 180 181 to 1 year 1 to 2 years > 2 years S&P Ratings - Secondary Fitch Ratinqs - Tertiary The above information is an estimate of certain investment calculations and does not represent your audited statement of record. YORBA LINDA WATER DISTRICT Statement of Cash Flows/Earnings for May 2010 1- Beginning Period Balances As of 4/30/2010 Total Original Cost 15,809,697 + Net Amort/Accr to Date (31,856) =Adjusted Book Value: 15,777,841 + Accrued Interest Receivable 41,244 + Unrealized Gain/(Loss) 9,381 = Total Market Value Plus Accrued Interest 15,828,466 11: Period Income Earned + Ending Accrual 643 - Begininning Accrual (41,244) + Interest Received 1,036 - Interest Paid at Purchase - + Interest Received at Sale 42,587.10 = Interest Earned in Period 3,023 + (Amort)/Accr This Period (1,251) = Monthly Portfolio Income $ 1,772 + Contributions - - Withdrawals (15,824,696) + Realized Gain/(Loss) 8,872 - Fees Paid This Period (3,761) - Prior Period Unrealized Gain/Loss (9,381) + End Of Period Unrealized Gain/Loss - + Net Receipts/Deliveries in Kind 0.00 + Adjustments 0.00 = Net Change to the Portfolio (15,830,218) =Total Market Value Plus Accrued Interest 1,270 Ill: End of Period Balances As of 5/31/10 Total Original Cost 628 + Net Arnort/Accr to Date - = Adjusted Book Value 628 + Accrued Interest Receivable 643 + Unrealized Gain/(Loss) - = Total Market Value Plus Accrued Interest 1,270 Reconciliation Di%ference: (0) Wells Capital Management Holdings Report Yorba Linda Water District Securities Held as of 05/31/10: on a Trade Date Basis 18611500 Credit Ratings Identifier Moodys S&P Fitch Par Value Security Descnption Coupon Final Maturity Effective Days to Duration Market Price Market Value Market Value + Accrued Interest Holdings as Percentage of Account YTM at Purchase or Reset Maturity Eff Maturity 1. Cash & Cash Equivalents (Original maturity of 90 days or less) Cash U.S. DOLLARS 0 PENDING CASH 0 0 0.02% 0 0 0.00 0 0 0.02% 0.00% Money Mkt Securities Money Market Fund VP7000038 NR NR NR 627 WF ADV MONEY MKT TR#645 0.177 06/01/10 1 0.00 100.000 627 1,270 99.98% 0.18% 627 1 0.00 627 1,270 99.98% 0.18% Cash & Cash Equivalents Tot 628 1 0.00 628 1,270 100.00% 0.18% 628 1 0.00 628 1,270 100.00% 0.18% The above information is an estimate of certain investment calculations and does not represent your audited statement of record. Page: 1 of 1