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HomeMy WebLinkAbout03/21/2011 - Regular MeetingTRES HERMANOS CONSERVATION AUTHORITY BOARD OF DIRECTORS MEETING March 21, 2011 5:30 p.m. CHINO HILLS CITY HALL COMMUNITY MEETING ROOM, 1ST FLOOR 14000 CITY CENTER DRIVE CHINO HILLS, CALIFORNIA A G E N D A MEMBERS: PETER ROGERS, CHAIRMAN, Chino Hills CAROL HERRERA, VICE – CHAIRMAN, Diamond Bar ART BENNETT, DELEGATE, Chino Hills RON EVERETT DELEGATE, Diamond Bar ED GRAHAM, ALTERNATE, Chino Hills DAVE PEREZ, EX-OFFICIO, City of Industry MICHAEL S. FLEAGER, EXECUTIVE DIR., Chino Hills JAMES DESTEFANO, DEPUTY EXECUTIVE DIR., Diamond Bar 1. CALL TO ORDER 5:30 p.m. ROLL CALL PLEDGE OF ALLEGIANCE 2. PUBLIC COMMENTS: At this time, members of the public may address the Authority regarding any items within the subject matter jurisdiction of the Authority provided NO action or discussion may be taken on any item not appearing on the agenda, except the Authority may BRIEFLY respond to statements made or questions posed. Comments are limited to five minutes per speaker. 3. CONSENT CALENDAR: 3.1 Approval of Minutes April 19, 2010 – Approve as submitted. 3.2 Check Register for the Time Period From April 1, 2008 through February 28, 2011 - Approve. 3.3 Treasurer’s Statements from March, 2010 through January, 2011 – Receive and File. 3.4 Independent Auditor’s Report for Fiscal Year Ending June 30, 2010 - Receive and File 4. OLD BUSINESS: None. March 21, 2011 PAGE 2 THCA 5. NEW BUSINESS 5.1 Confirmation of Appointments: (a) Chino Hill Vice-Mayor Art Bennett and Council Member Peter Rogers as Delegates to the Tres Hermanos Conservation Authority. (b) Diamond Bar Council Member Carol Herrera and Ron Everett as Delegates to the Tres Hermanos Conservation Authority. 5.2 Election of New Officers to Serve from July 1, 2011 to June 30, 2013. 6. AUTHORITY MEMBER COMMENTS: 7. ADJOURNMENT: Agenda No. 3.1 TRES HERMANOS CONSERVATION AUTHORITY BOARD OF DIRECTORS MEETING MINUTES OF APRIL 19, 2010 1. CALL TO ORDER: Chairman Rogers called the Tres Hermanos Conservation Authority Board of Directors meeting to order at 5:34 p.m. in the Chino Hills City Hall Community Meeting Room, 1st Floor, 14000 City Center Drive, Chino Hills, CA. PLEDGE OF ALLEGIANCE: Vice Chair Carol Herrera led the Pledge of Allegiance. ROLL CALL: Peter Rogers, Chairman (CH); Carol Herrera, Vice Chairman (DB); Ed Graham, Alternate (CH); Dave Perez, Ex-Officio, (CI); Michael Fleager, Executive Director (CH); James DeStefano, Deputy Executive Director (DB). Also Present: Ray Hansen Absent: Art Bennett, Delegate (CH) and Steve Tye, Delegate (DB); 2, PUBLIC COMMENTS: None Offered. 3. CONSENT CALENDAR: Chair/Rogers moved, Alternate Graham seconded, to approve the Consent Calendar as presented. Without objection, the motion was so ordered. 3.1 APPROVED MINUTES OF APRIL 20, 2009 – As presented. 3.2 RECEIVED AND FILED TREASURER’S STATEMENTS for March 2009 through February 2010. 4. OLD BUSINESS: None 5. NEW BUSINESS: 5.1 CONFIRMATION OF APPOINTMENTS: (a) Chino Hills Council Members Peter Rogers and Art Bennett, as Delegates to the Tres Hermanos Conservation Authority. (b) Diamond Bar Mayor Carol Herrera and Mayor Pro Tem Steve Tye, as Delegates to the Tres Hermanos Conservation Authority. Alternate Graham moved, VC/Herrera seconded, to Confirm Appointments (a) and (b). Without objection, the motion was so ordered. APRIL 19, 2010 PAGE 2 THCA 5.2 APPROVAL OF FISCAL YEAR 2010-11 AND FISCAL YEAR 2011-12 BUDGETS. Following discussion it was unanimously decided to suspend dues ($10,000) for the next two years. Alternate Graham moved, VC/Herrera seconded, to approval Fiscal Year 2010-11 and Fiscal Year 2011-12 budgets as amended. Without objection, the motion was so ordered. 6. AUTHORITY MEMBER COMMENTS: None Offered. VC/Herrera recommended that the City Administrators be voting members which might help the conversation with City of Industry, moving forward. Discussion ensued regarding land use considerations. 8. ADJOURNMENT: There being no further business to conduct, Chairman Rogers adjourned the meeting at 5:56 p.m. _____________________________________ JAMES DESTEFANO, Authority Secretary ATTEST: PETER ROGERS, Chairman TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: APRIL 21, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR MARCH 2010 Attached is the Treasurer's Report for the month of March 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kongcharoenvoot, Accountant, at (909) 364-2646. Ju q. L caster, Treasurer/Auditor JRL:dk cc: Ray Hanson, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT March 31, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Fund General Fund III. Certifications: Beginning Cash Balance Cash 03/01/10 Receipts $ 96,111.32 $ Cost Market Value $ 96,106.07 $ 96,106.07 96,106.07 96,106.07 Ending Cash Cash Balance Disbursements 03/31/10 (5.25) $ 96,106.07 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending September 30, 2010. r J anoter Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances March 31, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year Year to date to date 09110 08109 10,000 10,000. 1,230 1,140 1,140 1,230 (1,230) 8,860 97,336 88,475 (1,230) 8,860 97,336 96,106 TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: MAY 24, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR APRIL 2010 Attached is the Treasurer's Report for the month of April 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kong charoenvoot, Accountant, at (909) 364-2646. 4" caster, Treasurer/Auditor JRL:dk CC: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT April 30, 2010 I. Funds Heid by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Beginning Cash Balance Cash Fund 04/01/10 Receipts General Fund $ 96,106.07 $ III. Certifications: Market Cost Value $ 96,071.11 $ 96,071.11 96, 071.11 96, 071.11 Cash Disbursements Ending Cash Balance 04/30/10 (34.96) $ 96,071.11 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending October 31, 2010. Judy �l Paster Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances April 30, 2010 Year Year to date to date 09110 08109 Revenues: Contributions from member agencies 10,000 Total Revenues - 10,000 Expenditures: Legal services Financial services 1,264 1,140 Professional services Miscellaneous expenditures Total Expenditures 1,264 1,140 Excess of revenues over (under) expenditures (1,264) 8,860 Fund Balances: Beginning of fiscal year 97,336 88,475 Excess of revenues over (under) expenditures (1,264) 8,860 End of fiscal year 96,071 97,336 TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: JUNE 17, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR MAY 2010 Attached is the Treasurer's Report for the month of May 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kong ch aroenvoot, Accountant, at (909) 364-2646. dy1 R. ancaster, Treasurer/Auditor JRL:dk cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT May 31, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Beginning Cash Balance Cash Fund 05/01/10 Receip General Fund III. Certifications: $ 96,071.11 $ Market Cost Value $ 96,066.90 $ 96,066.90 96,066.90 96,066.90 Cash Disbursements Ending Cash Balance 05/31/10 (4.21) $ 96,066.90 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending November 30, 2010. W, - J y`t an ester Wea urer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances May 31, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year to date 09110 Year to date 08109 10,000 10,000 1,269 1,140 1,269 (1,269) 97,336 (1,269) 96,067 1,140 8,860 88,475 Am 97,336 TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: JULY 29, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR JUNE 2010 Attached is the Treasurer's Report for the month of June 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kongcharoenvoot, Accountant, at (909) 364-2646. P Judy R. Lancaster, Yeasurer/Auditor JRL:gm cc: Ray Hanson, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT June 30, 2010 I. Funds Held by Authority: Market Cost Value Cash Bank of America - Checking $ 101,063.22 $ 101,063.22 Total Funds Held by Authority 101,063.22 101,063.22 II. Cash Flow Transactions: Fund General Fund Ill. Certifications: Beginning Cash Balance 06/01/10 $ 96,066.90 Cash Receipts $ 5,000.00 Cash Disbursements Ending Cash Balance 06/30/10 $ 101,063.22 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements.f'or the six months ending December 31, 2010. Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances June 30, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year Year to date to date 09/10 08/09 10,000 10,000 1,272 1,272 8,728 97,336 8,728 106,063 10,000 10,000 1,140 1,140 8,860 88,475 8,860 97,336 TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: AUGUST 24, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR JULY 2010 Attached is the Treasurer's Report for the month of July 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kongcharoenvoot, Accountant, at (909) 364-2646. J R. Vancaster, Treasurer/Auditor JRL:dk cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT July 31, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Beginning Cash Balance Cash Fund 07/01/10 Racalp General Fund $ 101,063.22 $ III. Certifications: Market Cost Value $ 101,025.72 $ 101,025.72 101,025.72 Cash Disbursements (37.50) 101,025.72 Ending Cash Balance 07/31/10 $ 101,025.72 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending January 31, 2011. eJ Lan ster easurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances July 31, 2010 Year Year to date to date 10111 09110 Revenues: Contributions from member agencies 10,000 Total Revenues 10,000 Expenditures: Legal services Financial services 38 1,272 Professional services Miscellaneous expenditures Total Expenditures 38 1,272 Excess of revenues over (under) expenditures (38) 8,728 Fund Balances: Beginning of fiscal year 106,063 97,336 Excess of revenues over (under) expenditures (38) 8,728 End of fiscal year 106,026 106,063 TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: SEPTEMBER 20, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR AUGUST 2010 Attached is the Treasurer's Report for the month of August 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kongcharoenvoot, Accountant, at (909) 364-2646. ®R. ncaster, Treasurer/Auditor JRL:dk cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT August 31, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Beginning Cash Balance Cash Fund 08/01/10 Receipts General Fund $ 101,025.72 $ 5,000.00 III. Certifications: Market Cost Value $ 106,022.88 $ 106,022.88 106, 022.88 106, 022.88 Cash Disbursements (2.84) Ending Cash Balance 08/31/10 $ 106,022.88 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending February 28, 2011. C4,4 J �an ster T asurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances August 31, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year Year to date to date 10/11 09/10 10,000 10,000 40 1,272 40 1,272 (40) 8,728 106,063 97,336 (40) 8,728 106,023 106,063 TRES HERMANOS�, CONSERVATION AUTHORITY J,I=1iyi[07 01.3LlT711►1 DATE: OCTOBER 19, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR SEPTEMBER 2010 Attached is the Treasurer's Report for the month of September 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Khouane Kong charoenvoot, Accountant, at (909) 364-2646. Ju . ncaster, Treasurer/Auditor JRL:dk cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT September 30, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority 11. Cash Flow Transactions: Beginning Cash Balance Fund 09/01/10 General Fund $ 106,022.88 III. Certifications: Cash Receipts $ 0.00 Market Cost Value $ 106,018.35 106, 018.35 Cash Disbursements (4.53) $ 106,018.35 106, 018.35 Ending Cash Balance 09/30/10 $ 106,018.35 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending March 31, 2011. Judy an ast Tr, urer if Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances September 30, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year to date 10111 am Year to date 09110 10,000 10,000 1,272 45 1,272 (45) 8,728 106,063 (45) 106,018 97,336 8,728 106,063_ TRES HERMANOS CONSERVATION AUTHORITY uWMM XAR,Ipill J, DATE: NOVEMBER 23, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR OCTOBER 2010 Attached is the Treasurer's Report for the month of October 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Alma Hernandez, Accountant, at (909)364-2653. udy R. Lancaster, Treasurer/Auditor JRL:dk cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT October 31, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Fund General Fund III. Certifications: Beginning Cash Balance 10/01/10 $ 106,018.35 Cash Receipts $ 0.00 Cost $ 104,781.90 104, 781.90 Cash Disbursements _____(L236 Market Value $ 104,781.90 104,781.90 Ending Cash Balance 10/31/10 $ 104,781.90 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending April 30, 2011. Judy Lancaster Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances October 31, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year to date 10/11 1,281 1,281 (1,281) 106,063 (1,281) 104,782 Year to date 09/10 10,000 10,000 1,272 1,272 8,728 97,336 8,728 106,063 TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: DECEMBER 20, 2010 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR NOVEMBER 2010 Attached is the Treasurer's Report for the month of November 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Alma Hernandez, Accountant, at (909) 364-2653. Jzudy R. Lancaster, Treasurer/Auditor JRL:dk cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT November 30, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority 11. Cash Flow Transactions: Beginning Cash Balance Cash Fund 10/01/10 Receipts General Fund $ 104,781.90 $ 0.00 III. Certifications: Market Cost Value $ 104,779.40 $ 104,779.40 104, 779.40 Cash Disbursements 104,779.40 Ending Cash Balance 10/31/10 $ 104,779.40 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending May 31, 2011. Jud Ladcaster Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances November 30, 2010 Year Year to date to date 10111 09110 Revenues: Contributions from member agencies 10,000 Total Revenues - 10,000 Expenditures: Legal services Financial services 1,284 1,272 Professional services Miscellaneous expenditures Total Expenditures 1,284 1,272 Excess of revenues over (under) expenditures (1,284) 8,728 Fund Balances: Beginning of fiscal year 106,063 97,336 Excess of revenues over (under) expenditures (1,284) 8,728 End of fiscal year 104,779 106,063 "r _=LSWM!1=N it Il \fieTS 2�11.1�i' 31 til �: 45 CONSERVATION AUTHOR]jo,,(M JCE � M 'AD MEMORANDUM DATE: JANUARY 27, 2011 TO: TOMMYE CRIBBENS, SECRETARY FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR DECEMBER 2010 Attached is the Treasurer's Report for the month of December 2010. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Alma Hernandez, Accountant, at (909) 364-2653. J R. ncaster, Treasurer/Auditor JRL:gm cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT December 31, 2010 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Fund General Fund 111. Certifications: Cost $ 104,776.62 Market Value $ 104,776.62 104, 776.62 104, 776.62 Beginning Ending Cash Balance Cash Cash Cash Balance 11/01/10 Receipts Disbursements 12/31/10 $ 104,779.40 $ 0.00 (2.78) $ 104,776.62 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending June 30, 2011. Judy L c ster Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances December 31, 2010 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year Year to date to date 10111 09110 10,000 10,000 1,287 1,272 1,287 1,272 (1,287) 8,728 106,063 97,336 (1,287) 8,728 104,777 106,063_ 4R . TRES HERMANOS CONSERVATION AUTHORITY MEMORANDUM DATE: MARCH 7, 2011 TO: TOMMYE CRIBBENS, SECRETARY r FROM: JUDY R. LANCASTER, TREASURER/AUDITOR SUBJECT: TREASURER'S REPORT FOR JANUARY 2011 Attached is the Treasurer's Report for the month of January 2011. Pursuant to the Tres Hermanos Conservation Authority By -Laws, the Treasurer must verify and report in writing, at least quarterly, the amount of money held for the Authority, the amount of receipts since the last report, and the amount paid out since the last report. In the event you have any questions, please contact Alma Hernandez, Accountant, at (909) 364-2653. le &UA J R. ancaster, Treasurer/Auditor JRL:gm cc: Ray Hansen, Senior Administrative Analyst Attachment TRES HERMANOS CONSERVATION AUTHORITY TREASURER'S REPORT January 31, 2011 I. Funds Held by Authority: Cash Bank of America - Checking Total Funds Held by Authority II. Cash Flow Transactions: Beginning Cash Balance Cash Fund 01/01/11 Receipts General Fund $ 104,776.62 $ 0.00 III. Certifications: Market Cost Value $ 104,740.21 $ 104,740.21 104, 740.21 104, 740.21 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending July 31, 2011. Ju nc er Treasurer Ending Cash Cash Balance Disbursements 01/31/11 (36.41) $ 104,740.21 In accordance with the California Government Code, the Treasurer certifies that the investments reported in the Treasurer's Report comply with the Authority's Investment Policy and that sufficient liquidity, as well as sufficient anticipated revenues, are available to meet the Authority's budgeted expenditure requirements for the six months ending July 31, 2011. Ju nc er Treasurer Tres Hermanos Conservation Authority Statement of Revenues, Expenditures and Changes in Fund Balances January 31, 2011 Revenues: Contributions from member agencies Total Revenues Expenditures: Legal services Financial services Professional services Miscellaneous expenditures Total Expenditures Excess of revenues over (under) expenditures Fund Balances: Beginning of fiscal year Excess of revenues over (under) expenditures End of fiscal year Year to date 10111 1,323 1,323 (1,323) 106,063 (1,323) 104,740 Year to date 09110 10,000 10,000 1,272 1,272_ 8,728 97,336 8,728 106,063 Agenda No. 5.1 TRES HERMANOS CONSERVATION AUTHORITY STAFF REPORT DATE: March 21, 2011 TO: Chairman and Members of the Tres Hermanos Conservation Authority FROM: Michael Fleager, Executive Director SUBJECT: Confirmation of Appointments Recommendation: Ratify appointments On an annual basis both Mayor’s of the cities of Chino Hills and Diamond Bar appoint members to the Tres Hermanos Conservation Authority. Once notified of the appointment or re-appointment of the delegates, the Tres Hermanos Conservation Authority Board ratifies the appointments. Agenda No. 5.2 TRES HERMANOS CONSERVATION AUTHORITY STAFF REPORT Date: March 21, 2011 To: Chairman and Members of the Tres Hermanos Conservation Authority From: Executive Director Subject: Election of New Officers Recommendation: That the Authority elect new officers to serve from July 1, 2011 to June 30, 2013. Background/Analysis: The By -Laws of the Authority stipulate that election of officers be held at the Annual Meeting in odd -numbered years. The Annual Meeting is designated by the By -Laws as the regular March meeting of each year. The term to be served by the Chairman and Vice -Chairman shall be for two years. Terms shall run from July 1st following the election until June 30thtwoyears hence. Recommended by: Michael S. Fleager, Executive Director