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HomeMy WebLinkAbout19 Treasurer's ReportAgendaItem#L____TREASURERSREPORTTo:BoardofDirectorsFrom:ReginaWiseDate:December04,2019TREASURER’SREPORTFortheMonthEndedTreasurersReport:November2019a)ApprovaloftheTreasurer’sreportoffundbalancesasofmonthendedOctober2019b)ApprovalofdisbursementsforNovember2019-TRUCKEEDONNERPublicUtilityDistrict19 TRUCKEEDONNERPUBLICUTILITYDISTRICTTREASURER’SREPORTDecember4,2019FundBalancesfortheMonthsEndedOctober31,2019andDisbursementsfortheMonthEndedNovember30,2019 TRUCKEEDONNERPUBLICUTILITYDISTRICTSummaryreportoffundbalancesfortheperiodendedOctober31,2019anddisbursementsforNovember2019.1)REQUESTFORAPPROVALOFDISBURSEMENTSThetotaldisbursementsforNovember2019were$3,037,53621.2)CHECKSUMMARYTheattachedlistingofchecksandACHpaymentsissuedduringNovember2019total$3,037,536.21.3)STATEMENTOFGENERALFUND:AsofOctober31,2019thebalanceintheGeneralFundwas$12,750,615(Electric$10,389,210andWater$2,361,405.)4)FUNDSSTATUSREPORT:ThetotalofallfundsheldincashandondepositwithUSBank,theLocalAgencyInvestmentFund,PlacerCountyInvestmentFund,UtahPublicTreasurers’InvestmentFundandtheFederalFarmCreditInvestmentasofOctober31,2019was$33018,486($23,362,773electricand$9,655,713water).5)INVESTMENTSTATUSREPORT:ThemajorityoftheDistrict’sinvestmentsareinCalifornia’sLocalAgencyInvestmentFund(LAIF),UtahPublicTreasurers’InvestmentFund(UPTIF)andthePlacerCountyInvestmentFund(PCIF).Theearningsratesforthelast13monthswere:L&[ELUPTIF1YRT-BILLNovember20182.21%1.76%2.74%2.60%December20182.29%1.78%2.80%2.54%January20192.36%2.13%2.91%2.47%February20192.39%2.16%2.98%2.46%March20192.14%1.96%3.00%2.32%April20192.45%2.12%2.98%2.31%May20192.45%2.12%2.90%2.15%June20192.43%2.03%2.90%1.87%July20192.38%2.08%2.87%1.94%August20192.34%1.96%2.73%1.72%September20192.28%1.96%2.60%1.71%October20192.19%1.84%2.54%1.49% TRUCKEEDONNERPUBLICUTILITYDISTRICTRequestforApprovalofDisbursementsThedisbursementsoftheTruckeeDonnerPublicUtilityDistrictforthemonthofNovembertotaled$3,037,536.21.Alistingofthosedisbursementsisattached. 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TruckeeDonnerPublicUtilityDistrictCheckRegisterNovember2019Check/TranpiVendorVendorNameReferenceAmount2661111/22/20191054TERANCE000HRANE,CD.VISION1,294622661211/22/2019145CODALEELECTRICSUPPLY,INC2019WATERSCADASYSTEMREPLACEMENT96.082661311/22/2019524DELAGELANDENOPERATIONALSERVICESLLCXEROXCOPIERLEASE1,408.532661411/22/2019893DEBBIEMADERACLEANINGSERVICEBUILDINGCLEANING6,100.002661511/22/201910650EUROFINSEATONANALYTICALINC.WATERSAMPLEANALYSIS60.002661611/22/2019848FASTENALMISCPARTS&SUPPLIES263.372661711/22/20199350IANFITZGERALDMEETINGEXPENSES143.932661811/22/20193340GENERALPACIFICINCEMPLOYEEUNIFORMS3,022.682661911/22/20193480GRAINGERINC.MATERIALS1,338.352662011/22/2019967INLANDSUPPLYCOFACILITYSUPPLIES69.882662111/22/20191305JWWELDINGSUPPLIES&TOOLSMATERIALS402.952662211/22/20191099MOANANURSERYPROFESSIONALSERVICES:OTHERS143.002662311/22/20199756VISIONVISION282.002662411/22/20194720MOUNTAINHARDWAREANDSPORTS2019WATERSCADASYSTEMREPLACEMENT151.372662511/22/2019923NETXPERTSINCCOMPUTERSOFTWAREMAINTENANCE&SUPPORT9,197.572662611/22/2019161NEWPIGCORPORATIONMISCPARTS&SUPPLIES133.422662711/22/2019289NISCOCTOBER2O19AMS20,013.112662811/22/2019820ONESOURCEDISTRIBUTORSINVENTORY2,855.092662911/22/20199923STEVENPONCELETMEETINGEXPENSES345.642663011/22/2019181SILVERSTATEANALYTICALLABORATORIES,INWATERSAMPLEANALYSIS682.002663111/22/20191405SSPINNOVATIONS,LLCMOBILEGISUPGRADE&5/0INTEGRATION17,341.502663211/22/20191303TITANWIREANDCABLECOMPUTEREXPENSES348.072663311/22/20191328TRAFFICMANAGEMENT,INC.REPAIRSERVICELATERALDUGUP2,637.002663411/22/2019712TRUCKEEDONNERPUDPURCHASEDPOWER-STAMPEDEHYDROGENERA13,131.262663511/22/20191183TRUCKEE-CARSONIRRIGATIONDISTRICTPURCHASEDPOWER-TCID39,311.882663611/22/201910737USBANKGOVERNMENTSERVICESCREDITCARDCHARGES19,458.732663711/22/2019630WESTERNAREAPOWERADMINISTRATIONENVIRONMENTALCOMPLIANCEFEES20.972663811/22/2019698WILEYPRICE&RADULOVICHLLPPROFESSIONALSERVICES:GENERALCOUNSEL5,686.802663911/22/20191321WRIGHTTREESERVICE,INC.CONTRACTSERVICES:ROWTREECLEARING14,635.3012761311/22/2019926A-iNATIONALFIRECOBUILDINGMAINTENANCE121.0012761411/22/20196ALPINELOCKANDKEYBUILDINGMAINTENANCE132.8412761511/22/2019134ANIXTERINC.MATERIALS73.9212761611/22/20195860ARAMARKUNIFORMSERVICESINCMATERIALS142.2012761711/22/2019657AT&TCOMMUNICATIONS1,174.2412761811/22/2019240AUDIOON-HOLDON-HOLDPHONESYSTEM79.0012761911/22/20196730CALIFORNIADEPARTMENTOFTAXANDFEEWATERRIGHTS1,829.0812762011/22/20192235CARSONINDUSTRIESINC.INVENTORY3,316.7712762111/22/201999999CHARLESPCLINECUSTOMERREFUND-CLOSEDACCOUNT125.5012762211/22/20195638CONTINENTALWESTERNCORPMATERIALS333.2012762311/22/201910489CORELOGICINFORMATIONSOLUTIONSINCLICENSING,MAINTENANCE&SUPPORT463.5012762411/22/201910055COTTONWOODRESTAURANTEMPLOYEERECOGNITIONBANQUET500.0012762511/22/201910367CREATIVECONCEPTSMEDIAMARKETING866.0012762611/22/201999999JUDETHCROMCUSTOMERREFUND-CLOSEDACCOUNT176.9312762711/22/201910203DEPARTMENTOFINDUSTRIALRELATIONSBUILDINGMAINTENANCE225.0012762811/22/201999999PAULDERISOCUSTOMERREFUND-CLOSEDACCOUNT152.5012762911/22/201999999DONNERMEMORIALSTATEPARKCUSTOMERREFUND-CLOSEDACCOUNT38.9012763011/22/2019348EDGESELECTRICALGROUPWATERSYSTEMDCUUPGRADE7UNITS5,288.3012763111/22/201978FEDERALEXPRESSCORPORATIONFEDERALEXPRESSCHARGES42.4512763211/22/20191790FLYERSENERGYLLCFUELFORVEHICLES9,072.6012763311/22/20193515GRAYBARELECTRICCOINCLICENSING,MAINTENANCE&SUPPORT3,210.7012763411/22/2019556HARTHIGHVOLTAGECOINC.RECLOSERS,REGULATORS,CONTROLS,SWITCHE5,236.0012763511/22/20199449MIKEHATCHTELEPHONEREIMBURSEMENT5/19TO10/19286.3812763611/22/201910175HDSWHITECAPCONSTSUPPYMATERIALS478.8112763711/22/2019905HEALTHEQUITYINC.HSAADMINISTRATIVEFEES68.2512763811/22/201910008HOSE&FITTINGSETCMISCPARTS&SUPPLIES11.5112763911/22/2019528SHANNONHOYTLEARNORBURNEXPENSES74.0012764011/22/20191356HUFF’SHEATINGANDAIR,INCBUILDINGMAINTENANCE427.5512764111/22/20191176CHRISTINEFJACKSON,O.D.VISION310.0012764211/22/2019924KWASAFETY&HAZMATCONSULTANTSINCEMPLOYEEDEVELOPMENT1,100.0012764311/22/20199650CODYLAPLACAEMPLOYEEDEVELOPMENT235.0012764411/22/20191132LEAFXEROXCOPIERLEASE549.3412764511/22/201999999MARIAEMEDINACUSTOMERREFUND-CLOSEDACCOUNT5.4612764611/22/20191399NEBF401UNIONHALLEMPLOYERBENEFIT212.0212764711/22/2019970NORTHERNCALIFORNIAJOINTPOLEASSNMEMBERSHIPDUES5.3812764811/22/20191402NORTHERNNEVADAELECTRICALWORKERS401UNIONHALLEMPLOYERBENEFITS2,997.9212764911/22/20195200NORTHWESTPUBLICPOWERASSOCIATIONMEETINGEXPENSES605.0012765011/22/20191079O’REILLYAUTOPARTSREPAIRS&MAINTENANCE140.9012765111/22/20191401OEFEDERALCREDITUNION401UNIONHALLEMPLOYERBENEFIT1,484.5712765211/22/20195222OFFICEDEPOTINC.OFFICESUPPLIES593.3112765311/22/201999999OGTAHOE,LLCCUSTOMERREFUND-CLOSEDACCOUNT169.6312765411/22/201999999OGTAHOE,LLCCUSTOMERREFUND-CLOSEDACCOUNT138.8512765511/22/20199504397PACESUPPLYMATERIALS1,225.7812765611/22/201914170&DCONSTRUCTION,LLCUPRRMAINTENANCEBLDG55,008.0012765711/22/2019419QCSINC.BUILDINGMAINTENANCE402.5012765811/22/2019552RKCONTRACTORSINC.REPLACELEAKING500KVATRANSFORMER14,647.0012765911/22/2019837SIERRAOFFICESOLUTIONSXEROXC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TruckeeDonnerPublicUtilityDistrictCheckRegisterNovember2019________DateVendorVendorName11/22/20196860TAHOEFORESTHEALTHSYSTEM11/22/20196940TAHOETRUCKEESANITATIONAGENCY11/22/20196920TAHOETRUCKEESIERRADISPOSAL11/22/20191062TESSCOINCORPORATED11/22/2019548THEAUTO&TIREDOCTORINC.11/22/2019952TRUCKEELIONSCLUB11/22/201999999TRUCKEETAHOEAIRPORTDISTRICT11/22/2019643UNITEDSITESERVICESOFNEVADA11/22/2019682VERIZONWIRELESS11/22/2019934WESTCOASTPAVINGINC11/22/20197820WESTERNNEVADASUPPLY11/22/201999999DENNISCWILLIAMS11/25/20197310INTERNALREVENUESERVICE11/25/20193094EMPLOYMENTDEVDEPT11/25/2019PAYROLL11/27/2019PAYROLL11/27/20193824ICMARETIREMENTTRUST45711/27/201911233CALPERS11/27/20197310INTERNALREVENUESERVICE11/27/2019540CALPERS457DEFERREDCOMPPRGM11/27/2019905HEALTHEQUITYINC.11/27/20193094EMPLOYMENTDEVDEPTReferenceWELLNESSPROGRAMWATERSAMPLEANALYSISLANDFILLCHARGES2019WATERSCADASYSTEMREPLACEMENTREPAIRS&MAINTENANCEBLOCKPARTY2019REGIONALPARKCUSTOMERREFUND-CLOSEDACCOUNT2019WATERSCADASYSTEMREPLACEMENTCELLPHONECHARGESMATERIALSMATERIALSCUSTOMERREFUND-CLOSEDACCOUNTFEDERALFICAWITHHOLDING11/25/199919SDI/STATEWITHHOLDING11/5/199919PAYROLLPAYROLLICMACONTRIBUTIONSPPE11/22/19PENSIONFEDERAL/FICAWITHHOLDINGPPE11/22/19CALPERS457LOANSPPE11/22/19EMPLOYEEHSACONTRIBUTIONSPPE11/22/19SDI/STATEWITHHOLDINGPPE11/22/193,037536.27Check/Tran127662127663127664127665127666127667127668127669127670127671127672127673454245431276744526454445454546454745484549Amount2,242.50325.003,161.71336.63304.454,200.0020.98276.226,431.234,917.0019.47273.933,108.79802.755,114.96195,017.9717,395.1351,086.7872,201.7216,088.98156.0017,013.99256 TRUCKEEDONNERPUBLICUTILITYDISTRICTSTATEMENTOFGENERALFUNDActivityfortheMonthEnded10/31/19BalanceinGeneralFund9/30/19Receipts:RevenuereceivedRetiredemployeesmedicalinsuranceReimbursementforfacilityfeeanddonnerlakeportionofdebtpaymentsRecordinterestearnedCFDadministrativefeereimbursementDisbursements:AccountspayabledisbursementsVoidedchecksDistributeUPTIFinterestRestrictDonnerLakesurchargeRestrictfacilitesfeesSection125benefitdisbursementBankchargesTotalDisbursementsElectricDeptWaterDeptTotal$10,358,182$2,611,465$12,969,647$2,535,103$1,201,348$3,736,45120,925-20,925-227,766227,76647,31713,49760,81438,160-38,160$2,641,504$1,442,611$4,084,115$2,586,267$1,535,155$4,121,422(42,159)-(42,159)12,4497,53919,988-9,1799,17939,233140,798180,0327,837-7,8376,849-6,849$2,610,476$1,692,670$4,303,146$10,389,210$2,361,405$12,750,615BalanceinGeneralFund10/31/19 TRUCKEEDONNERPUBLICUTILITYDISTRICTFundsStatusReportActivityfortheMonthEnded10/37/19DistributionofNon-RestrictedFundsAtMonth-End:CustomerServicesOperatingFundsU.S.Bank-GeneralFundLAIF,UPTIF&PCIF-GeneralFundTotalNon-RestrictedFundsDistributionofRestrictedFundsatMonth-End:LAIF,UPTIF&PCIF-RestrictedFundsUPTIF-TDPUDProp55ReserveFundUPTIF-DonnerLakeAssessmentDistrictDonnerLakeFederalFarmCreditAccountUSBank-DonnerLakeAssessmentDistrict00-1TotalRestrictedFundsElectricDeptWaterDeptTotal$2,400$0$2,400299,771-299,77110,087,0392,361,40512,448,444$10,389,270$2,367,405$72,750,61512,973,5633,825,219$16,798,781-335,204335,204-672,172672,172-1,698,8801,698,880-762,833762,833$72,973,563$7,294,308$20,267,871$23,362,773$9,655,713$33,018,486TotalFundsAvailable ELECTRICFUNDSINVESTMENTSTATUSREPORTActivityfortheMonthEnded10/31/19LOCALAGENCYINVESTMENTFUND(LAIF)-2.19%GeneralFund1..136.1ConsolidatecashRecordquarterlyinterestLAIFtransferAB32Cap&TradeFund1..136.58RecordquarterlyinterestDeferredLiabilitesReserve1..i36.42RecordquarterlyinterestTotalLAIFElectricInvestmentsUTAHPUBLICTREASURERS’INVESTMENTFUND(UPTIF)-2.54%GeneralFund1..136.12DistributeUPTIFinterestRestrictfacilityfeesRecordmonthlyinterestFacilitiesFeesi..136.9RestrictfacilitesfeesRecordmonthlyinterestElectricRateReserveFund1..136.45RecordmonthlyinterestCapitalReplacementFund136.46RecordmonthlyinterestElectricVehicleReserve1..136.13RecordmonthlyinterestTotalUPTIFElectricInvestmentsPLACERCOUNTYINVESTMENTFUND(PCIF)-1.84%ElectricGeneralFundPCi..136.49RecordmonthlyinterestElectricRateReserveFund1..i36.47RecordmonthlyinterestCapitalReplacementFundi..i36.48RecordmonthlyinterestTotalPCIFCountyElectricInvestments09/30/i9Activity10/1910/31/i97,035,306333,80742,919550,0007,962,032.341136,0286,5731142,601.552,041,23211,8122,053,044.4510,212,567945,11111,157,678.341,655,798(12,449)(39,233)35671,607,682.50860,28639,2331,853901,372.191,575,3393,3941,578,732.92817,7431,762819,504.84607,1691,308608,476.595,516,334(565)5,515,769.04516,494830517,324.434,264,6006,8574,271,456.541,595,8082,5661,598,373.876,376,90210,2536,387,154.8422,105,803954,80023,060,602.22TotalElectricInvestments WATERFUNDSINVESTMENTSTATUSREPORTActivityfortheMonthEnded10/31/79LOCALAGENCYINVESTMENTFUND(LAW)-2.19%GeneralFund2..136.1ConsolidatecashRestrictfacilityfeesRecordquarterlyinterestDSCOperatingReserveFund2136.47RecordquarterlyinterestFacilitiesFees2.13690RestrictfacilityfeesTotalLAIFElectricInvestmentsUTAHPUBLICTREASURERSINVESTMENTFUND(UPTIF)-2.54%GeneralFund2..136.12TransfertoDLADsurchargeReimbursegeneralfundforfacilityfeedebtpaymentper2019budgetReimbursegeneralfundfordonnerlakedebtpaymentper2019budgetDistributeUPT1FinterestRecordmonthlyinterestFacilitiesFees2..136.25Reimbursegeneralfundforfacilityfeedebtpaymentper2019budgetRecordmonthlyinterestWestRiverSt.AssessmentDistrict2.13631RecordmonthlyinterestPrepaidConnectionFees2..136.7RecordmonthlyinterestDonnerLakeAssessmentDistrictFund2.13684RecordmonthlyinterestDonnerLakeAssessmentDistrictSurchargeFund2..136.61DLADsurchargecollectionsReimbursegeneralfundfordonnerlakedebtpaymentper2019budgetRecordmonthlyinterestTSASADIIImprovementFund2..136.85RecordmonthlyinterestWaterVehicleReserve2..136.13RecordmonthlyinterestDeferredLiabilitesReserve2..136.42RecordmonthlyinterestProp55ReserveFund2..125.94RecordmonthlyinterestTotalUPTIFWaterInvestmentsPLACERCOUNTYINVESTMENTFUND(PCIF)-1.84%WaterGeneralFundPC2..136.5RecordmonthlyinterestDSCOperatingReserveFund2..136.49RecordmonthlyinterestTotalPCIFWaterInvestmentsTotalWaterInvestmentsTotalLAIFInvestmentsTotalUPTIFInvestmentsTotalPCIFInvestmentsTotalInvestments09/30/19Activity10/1910/31/192,209,690(333,807)(140,798)12,7891,747,873.9775,03243275,464.37140,798140,798.302,284,722.46(320,585.82)1,964,136.64114,2211,402,45537,36377,637670,727155,06818,025426,144104,269334,483(9,179)177,66250,104(7,539)246(177,662)3,021811671,4459,179(50,104)33439918225721325,515.381,227,814.0037,443.8977,804.39672,172.01114,477.5918,063.58427,062.07104,493.37335,203.863,340,392(342)3,340,050.14287,553462288,015.711,599,2262,5711601,796.951,886,7793,0331,889,812.667,511,894(317,895)7,193,999.4412,497,289624,52613,121,814.988,856,726(907)8,855,819.188,263,68113,2868,276,967.5029,617,697636,90530,254,601.66