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HomeMy WebLinkAboutMinutes - Finance & Human Resources Committee - 03/29/20161 Minutes 3/29/2016 cmk Approved June 28, 2016 EAST VALLEY WATER DISTRICT March 29, 2016 FINANCE AND POLICY STANDING COMMITTEE MEETING MINUTES Director James Morales, Jr. ca lled the meeting to order at 3:29 p.m. and Director David E. Smith led the flag salute. PRESENT:Directors: Morales, Smith ABSENT:None STAFF:Brian Tompkins, Chief Financial Officer; Kerrie Bryan, HR/Risk & Safety Manager; Cecilia Contreras , Sr. Administrative Assistant; Christi Koide, Administrative Assistant GUEST(s):Members of the public PUBLIC COMMENTS Director Morales declared the public participation section of the meeting open at 3 : 32 p.m. Mr. Yauger stated that the Customer Service Policy is positive and feels that the same level of service should be provided throughout all departments within the organization. There being no further written or verbal comments the public participation section of the meeting was closed at 3:37 p.m. APPROVE THE FEBRUARY 22, 2016 FINANCE AND POLICY STANDING COMMITTEE MEETING MINUTES M/S/C (Morales-Smith) that the Finance and Policy Standing Committee approve the February 22, 2016 meeting minutes as submitted. FEBRUARY 2016 DISBURSEMENTS: ACCOUNTS PAYABLE DISBURSEMENTS FOR THE PERIOD INCLUDE CHECK NUMBERS 246898 THROUGH 247133, BANK DRAFTS, AND ACH PAYMENTS IN THE AMOUNT OF $3,444,331.65 AND $315,584.55 FOR PAYROLL. The Chief Financial Officer addressed a number of questions raised by the Committee regarding disbursements made during the month of February. 2 Minutes 3/29/2016 cmk FINANCIAL STATEMENTS FOR FEBRUARY 2016 The Chief Financial Officer provided a brief overview of each report within the Financial Statements. Directors Morales and Smith stated that the reports for the Financial Statements are very informative. INVESTMENT POLICY REVIEW The Chief Financial Officer reviewed all proposed updates to the District’s Investment Policy, which included suggestions by the California Municipal Treasurers Association. ADMINISTRATIVE POLICIES UPDATE The HR / Risk and Safety Manager provided the Committee with a brief overview of the Administrative Policies Manual and the proposed updates to the Customer Service and Employee Safety and Security policies. ADJOURN The meeting adjourned at 4:19 p.m. James Morales, Jr., David E. Smith, Governing Board Member Governing Board Member