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FINANCIAL RESERVES POLICY
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FINANCIAL RESERVES POLICY
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11/23/2021 4:59:44 PM
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11/23/2021 4:57:43 PM
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Agenda
Date
12/2/2021
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Use of Funds: The Claims and Liability Reserve is for property, liability and workers' compensation <br />claims. The District recently purchased excess insurance coverage for workers' <br />compensation claims. The District obtains insurance through a joint powers authority, <br />"California Association for Park and Recreation Indemnity" (CAPRI), and has a self- <br />insured retention (SIR) of $100,000 for liability claims and $350'.000 for workers' <br />compensation claims. <br />Funding: This reserve balance is $2.50 million as of June 30, 2021. Claims are currently handled <br />on a pay-as-you-go basis out of the General Fund. <br />Equipment Replacement Reserve <br />Purpose: The Equipment Replacement Reserve is committed for vehicle and information <br />technology and recreation equipment replacement. <br />Use of Funds: The Equipment Replacement Reserve is designed as a structured vehicle and <br />equipment replacement program to keep necessary vehicles and equipment functional <br />and effective. Equipment and vehicle replacements are made from this fund. <br />Funding: Annually, the estimated replacement cost is transferred from the General Fund to the <br />Equipment Replacement Fund which maintains the fund at the ideal target balance. As <br />of June 30, 2021, the balance in this reserve is $4.99 million. <br />Vested Leave Reserve <br />Purpose: The Vested Leave Reserve is assigned for accrued leave (vacation/sick) payouts. <br />Use of Funds: The Vested Leave Fund is to be used to cover the estimated cost of the vested accrued <br />vacation/sick leave of all District employees. <br />Funding: The ideal target balance is total projected liability. As of June 30, 2021, the balance in <br />this reserve is $1.6 million, which fully funds the projected liability. <br />Pension Stabilization Reserve <br />Purpose: The Pension Stabilization Reserve is committed for pension and OPEB obligations. <br />Use of Funds: The Pension Stabilization Reserve is set aside for funding of pension and OPEB costs and <br />the associated unfunded accrued liabilities and may be used to supplement annual <br />budgeted pension/OPEB expenses and for reduction in the unfunded accrued liabilities. <br />1/21/2021— Revised Version Reviewed and Adopted by CRPD Board <br />12/2/2021— Revised Version <br />Page 2 <br />
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