To: Board of Supervisors
From: Dan Mierzwa, Treasurer-Tax Collector
Report Title: ACCEPT the appointment of Mr. Vincent Morales to serve as the statutory County School Districts and Community College District Representative
☒Recommendation of the County Administrator ☐ Recommendation of Board Committee
RECOMMENDATIONS:
ACCEPT the appointment of Mr. Vincent Morales to serve as a statutory member representing the County School and Community College Districts for the period between September 10, 2024 to April 30, 2028.
Seat Appointee
County School Districts and Vincent Morales
Community College District Chief Business Official of Walnut Creek School District
Representative Contra Costa County Office of Education
77 Santa Barbara Road
Pleasant Hill, CA 94523
FISCAL IMPACT:
None.
BACKGROUND:
The purpose of the Treasury Oversight Committee is to carry out the following: 1) Review and monitor the County Treasurer’s annual investment policy; and 2) Ensure an annual audit is conducted to determine the County Treasurer’s compliance with the investment policy. The Contra Costa County Treasury Oversight Committee is composed of seven statutory members and three alternates. The Committee members are in three different categories as follows:
Category 1: Appointed officials (two statutory members and one alternate). Category 1 appointed members are the County Superintendent of Schools or his or her designee and a representative and an alternate of the Board or their designee.
Category 2: Elected members (two statutory members and two alternates). Category 2 includes one representative and one alternate elected by a majority of the school and community college districts; and one representative and one alternate elected by a majority of the special districts.
Category 3: Public members (three statutory members). Category 3 includes representatives from the public nominated by the County Treasurer and confirmed by the Board.
Due to the retirement of Julie Bautista on July 31, 2024, Vincent Morales was elected to the TOC in Category 2 as a statutory member, representing the School Districts and Community College District seat, and confirmed by Lynn Mackey, Contra Costa County Superintendent of Schools. The term ends April 30, 2028. Attached is a copy of the County Superintendent of Schools’ confirmation letter and Vincent Morales’ application.
Mr. Morales, a resident of District 4, has been employed as the Chief Business Official for the Walnut Creek School District for five years. He attended Skyline College, San Bruno, CA, and is a CASBO Certified Chief Business Official with an expertise in school finance.
CONSEQUENCE OF NEGATIVE ACTION:
No continuous representation by the Contra Costa County School Districts and Community College District on the Treasury Oversight Committee.