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HomeMy WebLinkAbout2007-09-11 - Finance-Accounting Committee Meeting Minutesi • ITEM NO. MINUTES OF THE YORBA LINDA WATER DISTRICT • FINANCE-ACCOUNTING COMMITTEE SEPTEMBER 11, 2007 A meeting of the Yorba Linda Water District Finance-Accounting Committee was called to order by Committee Chairman William R. Mills at 4:00 p.m. The meeting was held at District Headquarters, 4622 Plumosa Drive, Yorba Linda. DIRECTORS PRESENT: Director William R. Mills, Chair Director Michael J. Beverage STAFF PRESENT: Michael Payne, General Manager Diane Cyganik, Finance Director VISITORS PRESENT: None ACTION ITEMS: 1. Monthly Financial Statements for the period ended June 30, 2007 Finance Director Cyganik presented the Monthly Financial Statements for the twelfth month of fiscal year 2006/2007 ending June 30, 2007. The Committee asked a few questions and all were answered. The Committee will recommend that the financial statements for the month ending June 30, 2007 be received and filed by the Board of Directors. 2. Review of Investment Report for the month ending June 30, 2007. The Investment Report for the month ending June 30, 2007 was discussed and accepted as presented. DISCUSSION ITEMS: 3. Discussion of Water Rates - General Manager Payne gave a brief overview of the water rate process and gave scenarios of approximate water rate increases which will be based on the total amount of certificates of participation that are issued as well as water operating expenses. A Water Rate study is in the process of being prepared and will be presented to the Finance Accounting Committee for their review upon its completion. 4. Cash flow projections for fiscal year 2007/08 which includes both operational expenses as well as capital projects was presented and discussed. 5. Monthly status reports on portfolio investment ending August 31, 2007. Keith Khorey, Principal of Wells Capital Management reported via conference call at 4:10 p.m. to discuss the activity that transpired in the month of August 2007. Mr. Khorey discussed the state of the financial economy and how it is impacting the District's portfolio. He stated that the Fed's will probably be cutting rates on the 18th. General Manager Payne as~ Mr. Khorey if he thought it was sOa wise decision to hold the Countrywide Furlt~ing Corp security until its effective maturity date of December 19, 2007 with all of the controversial issues in the mortgage lending arena. Mr. . Khorey feels that Countrywide has adequate near term liquidity based on publicly filed financial statements. If the District were to sell the security today, the loss would be approximately $7,000. However, he did state if Countrywide went into bankruptcy that the bond holders would be the first to be paid. Mr. Khorey will continue to monitor the situation and advise the District of any unsettling changes. The question also arose as to whether the drop in the credit rating would affect the issuance of the new certificates of participation (COP's). Mr. Khorey does not think that this will impact the District's COP's, however, he advised the District to pose this question to our Bond Counsel/Financial Advisor. Director Mills stated that if there is not any negative impact from Bond Counsel then we should retain the security and inform the Board of Directors. Director Beverage stated that we should put an asterisk next to the security and note the fact that it is an exception to the District's Investment Policy at this point in time. Mr. Khorey stated that he would be glad to talk to Moody's or Fitch to see what their game plan is on this matter. No further questions were asked and the conference call was concluded by thanking Mr. Khorey. ADJOURNMENT: The Committee adjourned at approximately 5:20 p.m. The next Finance-Accounting Committee meeting is scheduled for October 9th at 4:00 p.m. at District Headquarters, 4622 Plumosa Drive, Yorba Linda, CA. • • -2-