HomeMy WebLinkAboutMay 4Finance and Investment Committee Meeting
Town of Los Altos Hills
Town Hall Council Meeting Room
Monday, May 4, 2009
Chair Roddy Sloss who prepared these minutes called the meeting to order at 5:00 p.m.
Members present: Allan Epstein, Jim Lai, Stan Mok, Jean Mordo, Doug Norby, Roddy Sloss, Lala Stark
Member absent: Frank Lloyd
Staff present: Nick Pegueros, Finance Director; Cindy Higby, Accountant/Office Manager
Associate Member: Karl Kneip
Public present: None
Approval of minutes: The April 20, 2009 meeting minutes were approved as submitted
Report by Jean Mordo – recent city council activities of interest: There is an opening for a 1
year term on the Planning Commission.
Presentation of Fiscal Year 2010 draft Budget – Nick Pegueros
Nick Pegueros distributed a 12 page worksheet set before the meeting and handed out an update at
the meeting with a draft key point slide presentation. Nick noted that the FIC had received a
presentation on proposed General Fund 2010 budget items in the prior FIC meeting and this
presentation supplements the current presentation. Comments made in this meeting will be
incorporated into an updated presentation to be distributed to FIC members before the May 28,
2009 joint session meeting with Town Council. Roddy Sloss reviewed mechanical aspects of
Nick’s presentation and forwarded comments to him prior to the meeting. Nick noted that Town
Council had asked him to highlight amounts available for capital projects and discretionary
spending in the May 28, 2009 meeting.
Nick’s presentation was deliberately brief leaving FIC members additional time for questions.
Mayor Mordo updated the FIC on current plans for Westwind Barn renovations noting that funds
already transferred to the Barn capital project fund should be adequate. Nick noted that the budget
calls for no change to authorized headcount of 21 and has no pay rate changes although there is
unallocated $55,000 fund should the Council choose to increase pay. Employee benefit cost
increases of an estimated $14,000 are not discretionary and are included with respective line items.
Sheriff service contract costs are increased 2.88% based on contract terms that expires in 2013??
The Solid Waste Fund was closed in 2009 following a change in vendors who will provide all
administrative services in addition to waste collection and disposal services. The Town receives a
5% franchise fee included in General Fund Fee revenue.
continued
Finance and Investment Committee Meeting Minutes, Monday, May 4, 2010
Mayor Mordo suggested that Town Hall financing arrangements be reviewed for prepayment
opportunities. Nick explained that retiree medical costs are billed (and budgeted) are based on
6/30/06 actuarial data noting these costs will likely increase when a new actuarial report issues
taking into account the 2009/10 financial crisis. Additional detail was requested for Parks and
Recreations Fund spending and Professional Service spending.
No new General Fund transfers to capital improvement funds are budgeted. FIC members
discussed drainage and streets Capital Improvement Funds noting that it appeared planned
maintenance may have been deferred and requested that Town management review the subject and
propose additional General Fund transfers to those funds to the extent required.
Nick noted that West Loyola Bond Fund results are not yet integrated into the Budget but will be in
the next draft. Sewer billing matters resulting from the completion of the Pine Lane project and
catch-up service fees will be further reviewed and included in the next budget draft.
Presentations from the floor - none
Future Meeting Calendar: Next meeting is 5:30 pm Thursday May 28, 2009 at Town Hall. The
June 8, 2009 meeting is cancelled. The July 6, 2009 meeting will include presentations on the West
Loyola bond financing and Investments.
Adjournment - The meeting adjourned at 7:00 p.m.