HomeMy WebLinkAboutAgenda Packet - Finance & Human Resources Committee - 02/11/2025FINANCE & HUMAN RESOURCES COMMITTEE
FEBRUARY 11, 2025
East Valley Water District was formed in 1954 and provides water and wastewater services to
108,000 residents within the cities of San Bernardino and Highland, and portions of San
Bernardino County.
EVWD operates under the direction of a 5member elected Board.
COMMITTEE MEMBERS
David E. Smith
Governing Board Member
Ronald L. Coats
Governing Board Member
Finance & Human Resources Committee Meeting
February 11, 2025 1:30 PM
31111 Greenspot Road, Highland, CA 92346
www.eastvalley.org
PLEASE NOTE:
Materials related to an item on this agenda submitted to the Board after distribution of the
agenda packet are available for public inspection in the District’s office located at 31111
Greenspot Rd., Highland, during normal business hours. Also, such documents are available
on the District’s website at eastvalley.org and are subject to staff’s ability to post the
documents before the meeting.
Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelated
modification or accommodation, including auxiliary aids or services, that is sought in order
to participate in the above agendized public meeting should be directed to the District Clerk
at (909) 8854900 at least 72 hours prior to said meeting.
In order to comply with legal requirements for posting of agenda, only those items filed
with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday
meeting not requiring departmental investigation, will be considered by the Board of
Directors.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to
three (3) minutes, unless waived by the Chairman of the Board. Under the State of California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
APPROVAL OF CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Board of Directors to be
routine and will be enacted in one motion. There will be no discussion of these items prior to
the time the board considers the motion unless members of the board, the administrative staff,
or the public request specific items to be discussed and/or removed from the Consent
Calendar.
1.Approve the January 14, 2025 Finance & Human Resources Committee Meeting
Minutes
INFORMATIONAL ITEMS
2.2025 Employment Law Updates
3.Review Unfunded Accrued Liability Pension Management Policy 7.8
4.Discuss FY 202425 MidYear Revenue Revisions
REPORTS
5.Finance Activities
6.Human Resource Activities
ADJOURN
FINANCE & HUMAN RESOURCES COMMITTEEFEBRUARY 11, 2025East Valley Water District was formed in 1954 and provides water and wastewater services to108,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5member elected Board.COMMITTEE MEMBERS
David E. Smith
Governing Board Member
Ronald L. Coats
Governing Board Member
Finance & Human Resources Committee Meeting
February 11, 2025 1:30 PM
31111 Greenspot Road, Highland, CA 92346
www.eastvalley.org
PLEASE NOTE:
Materials related to an item on this agenda submitted to the Board after distribution of the
agenda packet are available for public inspection in the District’s office located at 31111
Greenspot Rd., Highland, during normal business hours. Also, such documents are available
on the District’s website at eastvalley.org and are subject to staff’s ability to post the
documents before the meeting.
Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelated
modification or accommodation, including auxiliary aids or services, that is sought in order
to participate in the above agendized public meeting should be directed to the District Clerk
at (909) 8854900 at least 72 hours prior to said meeting.
In order to comply with legal requirements for posting of agenda, only those items filed
with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday
meeting not requiring departmental investigation, will be considered by the Board of
Directors.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to
three (3) minutes, unless waived by the Chairman of the Board. Under the State of California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
APPROVAL OF CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Board of Directors to be
routine and will be enacted in one motion. There will be no discussion of these items prior to
the time the board considers the motion unless members of the board, the administrative staff,
or the public request specific items to be discussed and/or removed from the Consent
Calendar.
1.Approve the January 14, 2025 Finance & Human Resources Committee Meeting
Minutes
INFORMATIONAL ITEMS
2.2025 Employment Law Updates
3.Review Unfunded Accrued Liability Pension Management Policy 7.8
4.Discuss FY 202425 MidYear Revenue Revisions
REPORTS
5.Finance Activities
6.Human Resource Activities
ADJOURN
FINANCE & HUMAN RESOURCES COMMITTEEFEBRUARY 11, 2025East Valley Water District was formed in 1954 and provides water and wastewater services to108,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5member elected Board.COMMITTEE MEMBERSDavid E. SmithGoverning Board Member Ronald L. CoatsGoverning Board MemberFinance & Human Resources Committee MeetingFebruary 11, 2025 1:30 PM31111 Greenspot Road, Highland, CA 92346www.eastvalley.orgPLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 8854900 at least 72 hours prior to said meeting.
In order to comply with legal requirements for posting of agenda, only those items filed
with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday
meeting not requiring departmental investigation, will be considered by the Board of
Directors.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to
three (3) minutes, unless waived by the Chairman of the Board. Under the State of California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
APPROVAL OF CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Board of Directors to be
routine and will be enacted in one motion. There will be no discussion of these items prior to
the time the board considers the motion unless members of the board, the administrative staff,
or the public request specific items to be discussed and/or removed from the Consent
Calendar.
1.Approve the January 14, 2025 Finance & Human Resources Committee Meeting
Minutes
INFORMATIONAL ITEMS
2.2025 Employment Law Updates
3.Review Unfunded Accrued Liability Pension Management Policy 7.8
4.Discuss FY 202425 MidYear Revenue Revisions
REPORTS
5.Finance Activities
6.Human Resource Activities
ADJOURN
Agenda Item #1 February 11, 20251
Meeting Date: February 11, 2025
Agenda Item #1
Consent Item
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Approve the January 14, 2025 Finance & Human Resources Committee
Meeting Minutes
RECOMMENDATION
That the Finance & Human Resources Committee approve the January 14, 2025
meeting minutes.
DISTRICT PILLARS AND STRATEGIES
V - Community Engagement, Advocacy, and Leadership
a. Utilize Effective Communication Methods to Foster Exceptional Community
Relations
FISCAL IMPACT
There is no fiscal impact associated with this agenda item.
Respectfully submitted:
________________
Brian Tompkins
Chief Financial Officer
ATTACHMENTS
January 14, 2025 Minutes
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Draft pending approval
EAST VALLEY WATER DISTRICT January 14, 2025
FINANCE & HUMAN RESOURCES COMMITTEE MEETING
MINUTES
PUBLIC COMMENTS
APPROVAL OF CONSENT CALENDAR
Page 2 of 2
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REVIEW UNFUNDED ACCRUED LIABILITY MANAGEMENT POLICY 7.8
The Chief Financial Officer provided a detailed discussion on the Unfunded Accrued
Liability Management Policy 7.8. He reviewed information presented by the consultant at
the previous committee meeting regarding the District’s pension plan and strategies to
address unfunded accrued liabilities. The Committee reviewed the proposed policy and
discussed minor revisions. They would like to present the policy for final review before
submitting it to the Governing Board for approval.
Information only, no action required.
The Committee agreed to continue holding the meetings monthly on the second
Tuesday of the month at 1:30 p.m.
The Chief Financial Officer reported on Finance Activities. He provided updates on the
upcoming fiscal year budget process. He also reported that the first payment to the State
for the State Revolving Fund loan was made in late December in the amount of
$7,144,000.
The General Manager/CEO provided information on compliance with new labor laws
passed in 2024, recruitment updates, and Pathway Program updates.
The meeting adjourned at 2:15 p.m.
Ronald L. Coats David E. Smith
Governing Board Member Governing Board Member
Agenda Item #2 February 11, 20251
Meeting Date: February 11, 2025
Agenda Item #2
Informational Item
Regular Meeting
TO: Committee Members
FROM: General Manager/CEO
SUBJECT: 2025 Employment Law Updates
RECOMMENDATION
This agenda item is for informational purposes only, no action is required.
BACKGROUND / ANALYSIS
The California Legislature has enacted several new laws that will impact the workplace
in 2025. Some of these laws are specific only to private or public agencies, while many
affect both. This report will highlight four new laws that impact East Valley Water
District and its employees.
1. SB 3 – Minimum Wage Increase
Effective Jan. 1, 2025, the California state minimum wage will increase to $16.50
per hour for all employers. While the District’s full-time staff members are paid
well above the minimum wage, this will have an impact on the District’s student
interns and potential part-time employees. Staff will consider this minimum wage
increase when planning for this year’s high school summer internship.
2. AB 2499 – Leaves, Accommodations, and Sick Leave for Victims
Effective January 1, 2025, Assembly Bill 2499 will expand the definition of victim
for purposes of certain employee leaves and accommodations and permit the use
of paid sick leave for time away from work taken to seek relief or serve as a
witness by an employee who is a victim, or in certain instances, by an employee
with a family member who is a victim.
Victim will be defined as an individual against whom a qualifying act of violence
is committed. A qualifying act of violence can occur regardless of whether
anyone is arrested for, prosecuted for, or convicted of committing any crime.
All employers with 25 or more employees are required to provide a leave of
absence to an employee who is a victim, or if the employee’s family member is a
Agenda Item #2 February 11, 20252
Meeting Date: February 11, 2025
Agenda Item #2
Informational Item
victim, to seek various forms of relief, treatment, or services. Employers must
allow employees the option of using paid sick leave or other compensatory time
to cover the time taken away from work under these leaves of absence.
Employers must maintain the confidentiality of employees exercising their rights
under AB 2499. Employers must also notify employees of their rights in writing
under these laws, upon hire, annually, at any time upon request, and whenever
an employee informs an employer that the employee or the employee’s family
member is a victim. The California Civil Rights Department is required to provide
a model notice of these rights for employer use by July 1, 2025.
3. SB 1100 – Employers Cannot Require Driver’s Licenses Unless it is Necessary to
Perform the Job
Effective January 1, 2025, before including a statement in a job advertisement,
posting, application or other hiring materials that an applicant must have a
driver’s license, employers must satisfy both of the following conditions:
The employer reasonably expects driving to be one of the job functions
for the position; and
The employer reasonably believes that satisfying the job function using an
alternative form of transportation (Taxi, Uber) would not be comparable in
travel time or cost to the employer.
In California, driver’s licenses have increasingly become a condition of
employment, especially in the public sector. The purpose of this law is to prevent
discrimination against individuals without driver’s licenses by eliminating this
requirement as a condition of employment unless the conditions above are met.
Staff has already begun to review the job functions of positions the District will
be recruiting for to ensure all conditions are met before requiring a driver’s
license. Staff will also work toward updating District job descriptions to remove
the driver’s license requirement on identified positions.
4. AB 2561 – Public Agencies Must Present the Status of Job Vacancies and
Recruitment and Retention Efforts Once per Fiscal Year at a Public Hearing
AB 2561 declares that job vacancies in local government are a widespread and
significant problem for the public sector, and that job vacancies may undermine
labor relations between public agencies and their employees.
Agenda Item #2 February 11, 20253
Meeting Date: February 11, 2025
Agenda Item #2
Informational Item
Effective January 1, 2025, AB 2561 requires that, on an annual basis, public
agencies assess and address vacancy rates in order to help avoid the negative
effects of understaffing on the delivery of public services as well as on public
employees. Public agencies must now do the following:
Track job vacancies at the agency;
Present information on the status of the vacancies (such as information on
the number of posted job openings, candidates interviewed, eligibility lists
created, conditional offers made, etc.) and the agency’s recruitment and
retention efforts. An agency must present this information at a public
hearing before the agency’s governing body at least once per fiscal year.
The public hearing must occur prior to the governing body adopting the
agency’s budget; and
Identify, during the public hearing, any policies, procedures, and
recruitment activities that may present obstacles in the agency’s hiring
process and potential changes that may alleviate such obstacles.
In addition, agencies with employee organizations or associations must allow
the organization/association the opportunity to make a presentation at the
public hearing, and ample notice must be given to allow them time to
prepare.
Agencies with a vacancy rate of 20% or greater have additional obligations
under AB 2561. East Valley Water District has a very low vacancy rate and
will not have to comply with the additional obligations.
The District is a member of the Liebert Cassidy Whitmore (LCW) Employment
Law Firm’s Employment Relations Consortium, and as such, has access to
LCW’s recommended templates to assist with vacancy tracking and proper
noticing. Staff has downloaded these templates and will utilize them in
preparation for the future public hearing, which will be held prior to the
adoption of the 2025/26 Fiscal Year budget.
DISTRICT PILLARS AND STRATEGIES
III - Organizational Resiliency
Agenda Item #2 February 11, 20254
Meeting Date: February 11, 2025
Agenda Item #2
Informational Item
b. Promote a Positive Organizational Culture
FISCAL IMPACT
There is no fiscal impact associated with this agenda item.
Respectfully submitted:
________________
Kerrie Bryan
Director of Administrative Services
ATTACHMENTS
No Attachments
Agenda Item #3 February 11, 20251
Meeting Date: February 11, 2025
Agenda Item #3
Informational Item
1
3
3
7
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Review Unfunded Accrued Liability Pension Management Policy 7.8
RECOMMENDATION
That the Finance & Human Resources Committee recommend that the Board of
Directors approve the attached Unfunded Accrued Liability Pension Management Policy
7.8.
BACKGROUND / ANALYSIS
At the December 10, 2024 Finance and Human Resources Committee (Committee)
meeting, Andrew Flynn with California Municipal Advisors (CalMuni) presented a
Pension Liability Management Overview for the District’s pension plans with CalPERS. In
conjunction with his presentation, an Unfunded Accrued Liability Management Policy
was included in the Committee agenda packets.
The Unfunded Accrued Liability Management Policy was agendized again for the
Committee meeting on January 14, 2025, at which the Chief Financial Officer (CFO)
went through the policy discussing the various tools and methods for working toward
an established pension plan funding level (85%). The CFO stated that he would have
the proposed Policy reviewed by legal counsel and brought back to the Committee one
more time before taking it to the Board at the end of February.
Legal counsel has reviewed the proposed Policy and has made some minor revisions
that will help ensure Board approval is obtained before additional discretionary
payments, above annual contributions required by CalPERS, are made. The primary
revision affirming the Board’s authority is under Guidance on page 5 of the Policy.
Staff has also developed a short presentation regarding the District’s funding level with
PERS and included it, along with the Policy, in the Committee packet.
DISTRICT PILLARS AND STRATEGIES
II - Sustainability, Transparency, and Accountability
a. Uphold Transparent and Accountable Fiscal and Resource Management
Agenda Item #3 February 11, 20252
Meeting Date: February 11, 2025
Agenda Item #3
Informational Item
1
3
3
7
FISCAL IMPACT
There is no impact to the current budget. The aspirational targets of the Policy may
affect future budget recommendations to be presented to the Board of Directors.
Respectfully submitted:
Brian Tompkins
Chief Financial Officer
Presentation-Pension Liability Management
Unfunded Accrued Liability Management Policy 7.8
February 11, 2025
PENSION LIABILITY
MANAGEMENT
Brian Tompkins, Chief Financial Officer
2
•District contracted with CalPERS in August 1972 for 2.0% @55
•Plan reached 100% funded in June 1996, and was super funded by June 1998
•January 2002, CalPERS offered additional benefit formulas
•Staff negotiated for 2.7% @55
•January 2013, PEPRA mandated second tier formula for new employees
•2.0% @62
•Prior to January 2013 – Classic
•Post January 2013 – PEPRA
THE DISTRICT AND CalPERS
3
DECLINE OF CLASSIC FORMULA FUNDED STATUS
•Ratio of Pension Assets to Pension Accrued Liabilities
•Funded ratio rules of thumb
•Under funded – 80%
•Significantly under funded – below 60%
•District plan has been between 70%-75% eleven out
of the past 13 years
•Unfunded Accrued Liability (UAL) is expensive debt at
6.8% interest
4
STRATEGIES EMPLOYED SINCE NOVEMBER 2018
•Prepay full years required contribution toward the UAL
•Soft Fresh Start over 15-Year Amortization
•$1,165,981 Annually
•$1.4M in Additional Discretionary Payments over last six years
•Required Contributions Surpassed in 2024-25
5
REQUIRED VS PAID CONTRIBUTIONS:10 YEARS
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
Fiscal Year
Required Contribution
Contribution
6
HISTORICAL FUNDED STATUS
80.4%
96.5%
57.2%
74.4%
70.7%
78.8%
71.2%
73.3%
72.2%
83.3%
72.2%
0%
20%
40%
60%
80%
100%
120%
140%
Pe
r
c
e
n
t
F
u
n
d
e
d
Valuation Date - June 30,
Change in Formula to 2.7 @55
Economic Downturn
7
•Establishes long-term targets for funding levels
•Provides direction / prioritization for use of surplus funds
•IRS Section 115 Trust
•Funds restricted for payment of pension benefits
•Not netted against liability
•Try to out-perform CalPERS
•PARS or CalPERS
PENSION LIABILITY MANAGEMENT PLAN
8
SCHEDULED UAL PAYMENTS:19 YEARS
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
$2,000,000
Fiscal Year
9
•Annual Payment - $2,159,903
•Total Payments - $21,599,033
•Interest Portion - $5,775,498
•Interest Savings - $3,869,210
OPTIONAL UAL PAYMENTS:10 YEAR LEVEL PAY
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
Fiscal Year
10
SCHEDULED PAYMENTS:15 YEAR LEVEL PAY
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
Fiscal Year
Contributions
•Annual Payment - $1,659,903
•Total Payments - $17,489,718
•Interest Portion - $6,504,655
•Interest Savings - $3,586,870
11
•Establish long-term target for funding ratio of 85%
•Direction / prioritization for use of Surplus Funds
•Prepay annual UAL payment by July 31
•Contribute to UAL from reserves, one-time revenues, or fund surpluses
•Consider tax-exempt financing to fund capital projects
•Utilize savings from debt refinancing to pay down UAL
•Rate / fee setting should consider pay down of UAL
•Pension obligation financing shall be considered for paying down UAL
POLICY OBJECTIVES
12
•Annual Review Actuarial Valuation Report
•Establish §115 Trust Pension Reserve to manage
final 15% funding
•Transparency and reporting
•Make Actuarial Valuation available to Board and
website
•Annual budget considerations
•Periodic policy review
POLICY OBJECTIVES
13
•Adopt Unfunded Accrued Liability Management Policy 7.8
RECOMMENDATION
QUESTIONS?
Agenda Item #4 February 11, 20251
Meeting Date: February 11, 2025
Agenda Item #4
Informational Item
2
0
8
1
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Discuss FY 2024-25 Mid-Year Revenue Revisions
RECOMMENDATION
This agenda item is for informational purposes only, no action is required.
BACKGROUND / ANALYSIS
Each year staff provides a mid-year budget update to the Board, usually including
recommendations for revisions to the adopted annual budget so that revenues and
expenses remain closely aligned through the end of the fiscal year. This budget review
accounts for actual versus budgeted revenues and expenses between July 1, 2024
through December 31, 2024.
The first six months of the 2024-25 fiscal year had budget variations in both revenue
and expenses – this staff report is focused on revenues during that period.
Water revenues were higher than projections for the first time in three years, primarily
due to the lack of rain in our region, and staff is able to propose an associated increase
in projected sales revenue. Wastewater Collection System revenues are fixed and rarely
vary between projections and actuals. Water Reclamation is a new business unit for the
District and receives revenues from three sources; rates, food waste deliveries, and
Local Resource Incentive Program (LRIP). Revenues missed projections primarily due to
lower than projected food waste deliveries during the first half of the year. Rates and
LRIP income are tracking slightly higher than projected year to date.
Considering the increase in revenue from the Water Fund and decrease in revenue from
the Reclamation Fund, the mid-year budget review will propose a net increase to
projected revenue of $212,000.
The above impacts are an agency-wide summary but are discussed in more detail and
how they affect each of the District’s three enterprise funds below.
Water Fund
Potable water sales were $944,977 over projection through December, ending the first
half of the fiscal year with sales of $11,690,977. Sales were over projection in four of
Agenda Item #4 February 11, 20252
Meeting Date: February 11, 2025
Agenda Item #4
Informational Item
2
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8
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the six months. Sales in September and December were below projection, with
December missing by less than $10,000. Lower than normal precipitation in Southern
California during the first half of the fiscal year resulted in customers having to irrigate
longer into the year as evidenced by higher sales in November when irrigation systems
are usually turned off. In addition, Construction water sales, which are not budgeted,
were significant during the reporting period with approximately $433,000 in sales.
Looking ahead, staff noted that January sales will also beat projection, therefore, staff
is proposing an increase in budgeted water sales available for appropriation of
$900,000.
Agenda Item #4 February 11, 20253
Meeting Date: February 11, 2025
Agenda Item #4
Informational Item
2
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amount by more than $200,000, so staff is proposing to appropriate half that amount
and increase projected revenue for the year to $12,333,000.
Agenda Item #4 February 11, 20254
Meeting Date: February 11, 2025
Agenda Item #4
Informational Item
2
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8
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The following table summarizes staff’s proposed adjustment to revenue
projections/budgets and mid-year:
ADOPTED
BUDGET
PROPOSED
REVISIONS
REVISED
BUDGET
Water Fund
Water Sales $ 17,920,000 $ 900,000 $ 18,820,000
Meter Charges 10,525,000 160,000 10,685,000
Other 1,051,000 - 1,051,000
Water Total 29,496,000$1,060,000$ 30,556,000$
Wastewater Fund
System Charges 6,515,000 -6,515,000
Other 215,000 -215,000
Wastewater Total 6,730,000$ -$ 6,730,000$
Reclamation Fund
LRIP 1,072,000 100,000 1,172,000
Treatment Charges 12,233,000 100,000 12,333,000
Tipping Fees 2,048,000 (1,048,000)1,000,000
Other 350,000 -350,000
Transfer To (From) Reserves ---
Reclamation Total 15,703,000$(848,000)$ 14,855,000$
Net 51,929,000$212,000$ 52,141,000$
DISTRICT PILLARS AND STRATEGIES
FISCAL IMPACT
________________
Agenda Item #4 February 11, 20255
Meeting Date: February 11, 2025
Agenda Item #4
Informational Item
2
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8
1
ATTACHMENTS
Presentation-FY 2024-25 Mid-Year Revenues
February 12, 2024
MID-YEAR REVIEW
REVENUES FY 2024-25
Brian Tompkins, Chief Financial Officer
2
WATER FUND SUMMARY
REVENUE BUDGET YTD ACTUAL PROJECTED VARIANCE
Water Sales 17,920,000$ 11,690,976$ 18,820,000$ 900,000$
Meter Charges 10,525,000 5,189,278 10,685,000 160,000
Other Charges / Revenue 1,051,000 2,648,231 1,051,000 -
TOTAL REVENUE 29,496,000$ 19,528,486$ 30,556,000$ 1,060,000$
3
WATER REVENUES
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
$4.0
$4.5
Mi
l
l
i
o
n
s
Other Revenue Meter Charges
Water Sales FY 2024-25 Projection (Budget)
4
WATER SALES BY TIER
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
Mi
l
l
i
o
n
s
Tier 1 Tier 2 Tier 3 FY 2024-25 Projection (Budget)
5
WASTEWATER FUND SUMMARY
REVENUE BUDGET YTD ACTUAL PROJECTED VARIANCE
Collection System Charges 6,515,000$ 3,356,362$ 6,515,000$ -$
Other Charges / Revenue 215,000 797,664 215,000 -
TOTAL REVENUE 6,730,000$ 4,154,026$ 6,730,000$ -$
6
WASTEWATER REVENUES
$0.0
$0.2
$0.4
$0.6
$0.8
$1.0
$1.2
Mi
l
l
i
o
n
s
Collection System Charges Other Revenue FY 2024-25 Projection (Budget)
7
RECLAMATION FUND SUMMARY
REVENUE BUDGET YTD ACTUAL PROJECTED VARIANCE
Sales 1,072,000$ 612,079$ 1,172,000$ 100,000$
Treatment Charges 12,233,000 6,409,952 12,333,000 100,000
Other Operating Revenue 2,058,000 959,336 1,010,000 (1,048,000)
Non-Operating Revenue 340,000 48,344 340,000 -
TOTAL REVENUE 15,703,000$ 8,029,711$ 14,855,000$ (848,000)$
8
RECLAMATION REVENUES
$0.0
$0.2
$0.4
$0.6
$0.8
$1.0
$1.2
$1.4
$1.6
$1.8
$2.0
Mi
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l
i
o
n
s
Other Operating Revenue Treatment Charges
Sales (LRIP)FY 2024-25 Projection (Budget)
QUESTIONS?