HomeMy WebLinkAbout7 Adoption Budget 2006 Agenda Item #
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Staff Report
To: Board of Directors
From: Peter Holzmeister
Date: January 27, 2006
Subject: Adoption of the budget for 2006
Why this matter is before the board: This matter involves adoption of the budget for
2006. Only the Board can adopt the annual budget.
History: A draft budget has been presented to the Board of Directions. The draft budget
recommended that water and electric rates increase 7% each, 5% for operations and 2%
for cash reserves. The budget also recommended that electric and water connection
charges increase by 5% each. A series of lively budget workshops were conducted. As a
result of the workshops staff presented to the Board a series of possible budget cuts that
result in reduction of the proposed rate increases (a copy of that analysis is attached). A
public hearing was conducted at the last Board meeting.
New information: Adoption of the budget for 2006 is proceeding in a manner quite
different that in previous years. As of the writing of this report, the Board has not agreed
upon a water and electric rate increase. Although it is unusual to adopt rate increases
prior to adopting a budget, that seems to be what is necessary in this case. And I think it is
workable.
I think the Board has options regarding budget adoption once it has adopted rates for
2006.
Option 1: If you adopt the 7% rate increases that the draft budget recommends you can
adopt the budget as presented to you.
Option 2: If you adopt a 6% water and electric rate increases (4% for operations and 2%
for reserves), I suggest you leave the budget as is and it will be my job as General
Manager to make it work.
Option 3: if you adopt a 5% water and electric rate increase 3% for operations and 2% for
reserves), I suggest you ask me to return to you at the next meeting with a revised budget
that reflects the reduced revenue projection. €
Recommendation: I recommend that the Board choose one of the above options. #
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Public Utility District
Resolution No. 2006 - XX
ADOPTING THE BUDGET AND OVERHEAD RATES FOR 2006
WHEREAS the Board of Directors and staff of the District participated in departmental workshops in the
months of August and September of 2005 to identify priority issues to be addressed by the District
during 2006 and to initiate budget preparation; and
WHEREAS District staff has prepared a draft budget for District operations and capital spending forthe
year 2006 taking into account the strategic plan issues; and
WHEREAS the Board of Directors of the District has participated in budget workshops and have
conducted a public hearing on the draft budget; and
NOW THEREFORE BE IT RESOLVED by the Board of Directors of Truckee Donner Public Utility
District as follows:
1. The draft budget for 2006 is hereby adopted
2. The following budget overhead rates are adopted
Overhead Item Overhead Rate
Labor Overhead 83.67%
Transportation Overhead 31.48%
Inventory Overhead 26.48%
Administrative Overhead 1.30%
Construction Overhead 43.56%
Non-inventory Material Overhead 25.00%
PASSED AND ADOPTED by the Board of Directors at a meeting duly called and held within the District on
the first of February 2006 by the following roll call vote:
AYES:
ABSTAIN:
NOES:
ABSENT:
TRUCKEE DONNER PUBLIC UTILITY DISTRICT
By
J. Ron Hemig, President
ATTEST:
Peter L. Holzmeister, Clerk of the Board