HomeMy WebLinkAboutApril 20Finance and Investment Committee Meeting
Town of Los Altos Hills
Town Hall Council Meeting Room
Monday, April 20, 2009
Chair Roddy Sloss who prepared these minutes called the meeting to order at 5:00 p.m.
Members present: Allan Epstein, Jim Lai, Frank Lloyd, Stan Mok, Jean Mordo, Roddy Sloss
Members absent: Wilf Corrigan, Doug Norby, Lalla Stark
Staff present: Nick Pegueros, Finance Director; Cindy Higby, Accountant/Office Manager
Public present: None
Approval of minutes: The March 2, 2009 meeting minutes were approved as submitted
Report by Jean Mordo – recent city council activities of interest: 1) A water conservation committee was
formed to address future water conservation measures that may be imposed upon Town residents. 2) Council is
continuing to consider alternatives to support residents wanting to hook-up to Town sewer system.
Report by Nick Pegueros – recent finance department matters:
The Town presently holds its operating funds on deposit with Bank of America in a non interest bearing account
guaranteed by the FDIC. Also, approximately $1m is invested in the CAMP money market fund that is not
formally guaranteed by the Federal Government. (Subsequent to the meeting, Nick Pegueros stated he has begun
the process of opening additional FDIC insured local interest bearing bank accounts for the purpose of holding
Town operating funds presently invested in the CAMP fund.)
Presentation of highlights of the proposed General Fund fiscal year 2010 budget.
Nick Pegueros made a 17 page slide presentation (emailed to the Committee before the meeting) highlighting major
Revenue and Expense assumptions and risks to the Town’s General Fund budget for fiscal year 6/30/2010. The
presentation noted that Property Tax, representing an estimated 57% ($3.5m) of revenue is expected to increase
approximately 1.97% compared to the current year despite declining property values due primarily to anticipated
home sales that usually result in an upward property value reassessment. Other revenues are expected to decline
approximately 5%* ($124,000) due primarily to lower home construction activity and lower investment income
rates. The largest threat to revenue is the State of California deferring perhaps as much as $850,000 of property tax
revenue. This threat will become more likely if Proposition 1A does not pass in the May 19, 2009 statewide
election.
General Fund expenses are expected to increase 6%* ($240,000) over estimated FY 2009 actual and 1%* ($65,000)
over FY 2009 budget due primarily to budgeting assumption that 1) all Town employment positions will be fully
staffed for the entire fiscal year and 2) law enforcement contract costs will increase 4%* ($35,000).
2010 recurring cost budgets for Parks & Recreation, Drainage, Pathways and Streets are expected to be
approximately flat with estimated FY 2009 actual and budgeted costs.
Presentations from the floor - none
Future Meeting Calendar: Next meeting is 5:00 pm Monday May 4, 2009 at Town Hall. The budget joint
session with Town Council is May 28, 2009 at 5:30 pm. The September 2009 meeting is changed from September
14 to September 21.
Adjournment - The meeting adjourned at 6:00 p.m.
* Percentages calculated by author of minutes.