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File #: WRAG 23-033    Name: MCWRA Financial Workshop Summary - BOD
Type: WR General Agenda Status: Agenda Ready
File created: 2/10/2023 In control: Water Resources Agency Board of Directors
On agenda: 2/21/2023 Final action:
Title: Consider receiving a summary report of the Monterey County Water Resources Agency Financial Workshop and provide direction to staff.
Attachments: 1. Board Report, 2. MCWRA Financial Workshop Summary Report, 3. Board Order, 4. Executed Board Order #23-11

Title

Consider receiving a summary report of the Monterey County Water Resources Agency Financial Workshop and provide direction to staff.

Report

RECOMMENDATION:

It is recommended that the Monterey County Water Resources Agency Board of Directors:

 

a.                     Consider receive a summary report of the Monterey County Water Resources Agency Financial Workshop; and

b.                     Provide direction to staff.

 

SUMMARY/DISCUSSION:

Monterey County Water Resources Agency (Agency) Board of Directors and Board of Supervisors held a workshop on December 9, 2022 to review Agency’s financial forecast thru Fiscal Year (FY) 2026-27. 

 

The workshop was attended by seven (7) Board of Directors, one (1) Board of Supervisor Chief of Staff, 18 Agency’s staff and 5 public members. 

 

The agenda included highlighting success in year 2022, revenue/expenditure history of the Hydro-Electric Power plant, Unit 2 upgrade feasibility study of the Hydro-Electric Power plant, Agency’s collaboration efforts with local GSAs.  Staff also presented financial forecast thru Fiscal Year 2026-27 for Fund 111, Fund 131/132/134 and Fund 116, forecasted annual use of fund balances through FY 2026-27.  Participants had group discussion of “what does success look like in 5 years”.

 

Attachment 1 is a summary report of the workshop including comments from the participants.

 

OTHER AGENCY INVOLVEMENT:

The Planning Committee reviewed the report on February 1, 2023

 

FINANCING:

There is no financial impact for receiving this report.

 

 

Prepared by:               Nan Kyung Kim, Finance Manager III  (831)755-4861

Approved by:             Lew Bauman, General Manager, (831) 755-4860                      

 

Attachments:

1. MCWRA Financial Workshop Summary Report