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1.6 ERMUSR 03-13-2018 Elk River Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: ERMU Commission Michelle Canterbury—Executive Administrative Assistant MEETING DATE: AGENDA ITEM NUMBER: March 13, 2018 1.6 SUBJECT: 2018 Committee Appointments ACTION REQUESTED: Appoint by motion the Committee appointments BACKGROUND/DISCUSSION: Per ERMU policy, the Commission shall appoint Committee members annually following the Commission election of officers during the March Regular Commission meeting. The Commission shall also appoint Committee Chair's at that time. All appointments are for a one year term. There are currently three ERMU committees: the Wage and Benefits Committee,the Financial Reserves and Investment Committee, and the Information Security Committee. Attached for reference are the committee policies which outline the purpose,membership, role, authority, and specific duties of that committee. After gauging an interest in who would like to serve on each committee,the following committee appointments should be made: Wage& Benefits Committee—2 appointments; one being Chair Currently appointed: John Dietz and Mary Stewart Financial Reserves and Investment Committee—2 appointments; one being Chair Currently appointed: Daryl Thompson and Matt Westgaard Information Security Committee—1 appointment Currently appointed: Mary Stewart Although not Commission appointed, staff is looking for two volunteers from the Commission to be part a workgroup that will be involved in the design process for the new field services facility. Field Services Facility Expansion Project Workgroup—2 volunteers Current volunteers: Al Nadeau and Daryl Thompson ATTACHMENTS: • ERMU Policy—G.2g1 - Wage &Benefits Committee Charter • ERMU Policy—G.2g2—Financial Reserves & Investment Committee Charter Page 1 of 2 7 • ERA/1U Policy—A.24a—Information Security Committee Charter Page 2 of 2 8 Elk River Municipal Utilities COMMISSION POLICY Section: Category: Governance Governance Policies Policy Reference: Policy Title: G.2g1 Wage & Benefits Committee Charter PURPOSE: The Wage and Benefits Committee exists to help the Commission develop and maintain a pay plan structure and benefits package that are market competitive,help promote employee retention, and to help the Commission make informed decisions which provide value to the customers through fair labor expenses. This Committee also exists to help the Commission with succession planning and review pay equity compliance. MEMBERSHIP: The Committee shall be comprised of two Commissioners,the General Manager, an administrative manager, and a field service superintendent. At no time shall there be a quorum of the Commission on the Committee. The Commission shall appoint Committee members annually following the Commission election of officers during the March Regular Commission meeting. The Commission shall also appoint the Committee Chair at that time. ROLE OF THE COMMITTEE CHAIR: The primary role of the Committee Chair is to run the Committee meetings. The Committee will adhere to the Current edition of Robert's Rules of Order Newly Revised for all situations to which they are applicable and are not inconsistent with ERMU's bylaws,policies, and any special rules of order that the Commission may adopt. The Committee meetings may be open or closed to employees at the discretion of the Committee Chair. AUTHORITY: Except as established in this Committee Charter, the authority of the Committee is limited to the purpose of research and recommendation to the Commission. The Committee, at the discretion and through formal action of the Commission, may be empowered beyond the role of research Page 1 of 2 9 ERMU Commission Policy—G.2g1 Wage &Benefits Committee Charter and recommendation such that it is consistent with the Organizational Core Purpose policies and the Commission Committees policy. SPECIFIC DUTIES: 1. At the request of the Commission,research and analyze topics related to employee compensation and benefits. 2. Annually perform market benchmarking and evaluate wages. The Committee shall present options and make recommendations regarding cost of living adjustments and pay plan structure modifications to the Commission for their consideration. 3. Review insurance policies and evaluate policy renewals related to employee benefit insurances. The Committee shall present options and make recommendations regarding these insurance policies to the Commission for their consideration. 4. Evaluate wage and benefit requests from employees. Present and make recommendations to the Commission as appropriate. 5. Review submittal information pertaining to pay equity compliance requirements and present options and make recommendations to the Commission as appropriate. 6. Record minutes of Committee meetings. Committee meeting minutes shall be subject to applicable data retention law and policies. SCHEDULE: At a minimum, the Committee shall meet on a quarterly basis. TERMINATION: The Committee shall exist until at such time formal action of the Commission is taken to dissolve the Committee. POLICY HISTORY: Adopted May 9, 2017 Page 2 of 2 10 Elk River Municipal Utilities COMMISSION POLICY Section: Category: Governance Governance Policies Policy Reference: Policy Title: G.2g2 Financial Reserves & Investment Committee Charter PURPOSE: The Financial Reserves & Investment Committee exists to help the Commission develop and maintain industry appropriate financial reserves and investment policies. MEMBERSHIP: The Committee shall be comprised of two Commissioners, the General Manager, and the Finance & Office Manager. At no time shall there be a quorum of the Commission on the Committee. The Commission shall appoint Committee members annually following the Commission election of officers during the March Regular Commission meeting. The Commission shall also appoint the Committee Chair at that time. ROLE OF THE COMMITTEE CHAIR: The primary role of the Committee Chair is to run the Committee meetings. The Committee will adhere to the Current edition of Robert's Rules of Order Newly Revised for all situations to which they are applicable and are not inconsistent with ERMU's bylaws, policies, and any special rules of order that the Commission may adopt. The Committee meetings may be open or closed to employees at the discretion of the Committee Chair. AUTHORITY: Except as established in this Committee Charter,the authority of the Committee is limited to the purpose of research and recommendation to the Commission. The Committee, at the discretion and through formal action of the Commission, may be empowered beyond the role of research and recommendation such that it is consistent with the Organizational Core Purpose policies and the Commission Committees policy. Page 1 of 2 11 ERMU Commission Policy—G.2g2 Financial Reserves & Investment Committee Charter SPECIFIC DUTIES: 1. At the request of the Commission, research and analyze topics related to financial reserves and investments. 2. On a periodic basis,the Committee will review the investment balances and the various investment instruments for return, liquidity, and diversification. The Committee may present options and make recommendations to the Commission for their consideration. 3. Annually,when the Commission designates the official depository for the year, it should provide for the Finance & Office Manager to recommend that additional depositories be designated for the purpose of investing funds. 4. On behalf of the Commission and Committee, new Investments will be authorized by the Finance & Office Manager, with the funds actually being transferred via a check produced by the A/P Specialist, and recorded in the check register detail presented at the regular Commission meetings. Investments that mature shall be reinvested by the Finance & Office Manager. All investing will be transacted working with the investment firm(s) or bank(s) for the best rate of return within the constraints of the ERMU Investment Policy. In the event that the Finance & Office Manager is unable to conduct the above investment responsibilities, the General Manager has the authority to act in his/her absence. 5. On a periodic basis,the Committee will review the Financial Reserves Policy and reserve balances. The Committee may present options and make recommendations regarding modification of the Financial Reserves Policy to the Commission for their consideration. SCHEDULE: At a minimum, the Committee shall meet on an annual basis. TERMINATION: The Committee shall exist until at such time formal action of the Commission is taken to dissolve the Committee. POLICY HISTORY: Adopted May 9, 2017 Page 2 of 2 12 Elk River :..t..---_, Municipal Utilities MANAGEMENT POLICY Section: Category: Management Administration Policies Policy Reference: Policy Title: A.24a Information Security Committee Charter PURPOSE: Information security is managing risks to the confidentiality, integrity, and availability of information using administrative,physical, and technical controls. The Information Security Committee exists to help develop and maintain industry appropriate information security policies and oversight. Because of shared hardware and resources,there exists an overlap and shared risk for ERMU and the City of Elk River operations. So although governed autonomously, this shall be an advisory Committee to both the ERMU's and the City of Elk River's management/leadership teams. MEMBERSHIP: This Committee shall be comprised of equal representation from ERMU and the City. From ERMU this committee shall include: a Commissioner,the General Manager,the field manager, an administrative manager, and an information technology employee. From the City this committee shall include: a Councilmember,the City Administrator, a field manager, an administrative manager, and an information technology employee. At no time shall there be a quorum of the Commission or the Council on the Committee. The Commission shall appoint ERMU's Committee member representatives annually following the Commission election of officers during the March Regular Commission meeting. The Council shall appoint the City's representatives annually in March. The Committee shall elect a chair annually. The General Manager and the City Administrator shall serve as the authorized reporting representatives for their respective governing bodies. ROLE OF THE COMMITTEE CHAIR: The primary role of the Committee Chair is to run the Committee meetings and act as committee secretary. The Committee will adhere to the Current edition of Robert's Rules of Order Newly Revised for all situations to which they are applicable and are not inconsistent with ERMU's bylaws, policies, and any special rules of order that the Commission may adopt; and similarly, Page 1 of 3 13 ERMU Management Policy—A.24a Information Security Committee Charter the Committee action shall not be inconsistent with applicable laws and policies which regulate the City of Elk River. The Committee meetings may be open or closed to employees at the discretion of the Committee Chair. AUTHORITY: Except as established in this Committee Charter,the authority of the Committee is limited to the purpose of research and recommendation to ERMU and City leadership teams. SPECIFIC DUTIES: 1. Policies and Procedures: Assist ERMU and City leadership in the development of information security related policies. Review effectiveness of information security policy implementations. Identify and recommend how to handle non-compliance. Assist with the development of information security related procedures, standards, guidelines, and baselines to the ERMU and City leadership teams. At least annually,provide timely reports including recommendations regarding effectiveness of polices and procedures to ERMU and City leadership teams. 2. Risk Assessment: Review industry appropriate information security trends to maintain an up- to-date perspective on related risks and industry's best practice risk mitigation methods. Identify significant threats and vulnerabilities. Assess the adequacy and coordination of the implementation of information security controls. Recommend methodologies and processes for information security. Evaluate ongoing related legal and regulatory compliance changes. Review incident information and recommend follow-up actions. At least annually,provide timely reports including recommendation regarding risks assessment to ERMU and City leadership teams. 3. Budget Development: Develop data needed for thorough evaluation of proposed information security initiatives for budget preparation and consideration. Information shall include options,risk evaluation, resource requirements, implementation timelines, and costs. At least annually and coordinating with their respective budgeting process schedules,provide timely reports regarding information security initiatives proposed for consideration to ERMU and City leadership teams. 4. Education and Awareness: Function as an information security program champion providing clear direction and unity in ERMU and City leadership teams' support for approved security initiatives and policies. Develop and implement plans and programs to maintain information security awareness. Promote information security education,training, and awareness throughout ERMU and the City. SCHEDULE: At a minimum, the Committee shall meet on an annual basis. Page 2 of 3 14 ERMU Management Policy—A.24a Information Security Committee Charter TERMINATION: The Committee shall exist as a joint effort between ERMU and the City until at such time either the General Manager or the City Administrator dissolve the joint nature of the Committee. POLICY HISTORY: Established August 8, 2017 Page 3 of 3 15