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AP 03-05-09 SOUTH TAHOE PUBLIC UTILITY DISTRICT IIBasic Services for a Complex World" REGULAR BOARD MEETING AGENDA Thursday, March 5, 2009 2:00 P.M. District Board Room 1275 Meadow Crest Drive, South Lake Tahoe, California Richard Solbri ,General Mana er Mary Lou Mosbacher, President BOARD MEMBERS Paul Sciuto, Assistant General Mana er Dale Rise, Vice President James R. Jones, Director Eric W. Schafer, Director Ernie Claudio, Director 1. CALL TO ORDER REGULAR MEETING - PLEDGE OF ALLEGIANCE 2. COMMENTS FROM THE AUDIENCE (Short non-agenda items that are within the subject matter jurisdiction of the District. Five-minute limit. No action will be taken.) 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR 4. ADOPTION OF CONSENT CALENDAR (Any item can be discussed and considered separately upon request) 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION I ACTION 6. ITEMS FOR BOARD ACTION REQUESTED BOARD ACTION a. Ordinance No. 515-09: MTSE Ordinance Pg. 31 Amendment (Paul Hughes) Enact Ordinance No. 515-09, Amending Section 3.6.3 of Division 3 of the Administrative Code Regard- ing Limitations on the Use of Funds Received from MTSE Settlements b. MTSE Reserve Fund Pg.37 (Paul Hughes) Adopt Resolution No. 2856-09 Approving a Lending of the MTSE Reserve Fund to the Water Fund, Up to a Maximum of $1,100,000 REGULAR BOARD MEETING AGENDA - MARCH 5, 2009 PAGE-2 c. Sonora / Ski Run / AI Tahoe Waterlines Pg. 41 (Paul Sciuto) d. Board Policy 2130: Training, Education, Pg. 43 and Conferences (Kathy Sharp) e. Board Policy 2140: Business Expense, Pg.49 Credit Card, Vehicle Use & Reimbursement (Kathy Sharp) f. Pg.59 General Manager 2009 Salary Range (Nancy Hussmann) (Note: The Board will convene to Closed Session at the end of the meeting and then reconvene to Open Session to take action on this item.) g. Pg.61 Payment of Claims Authorize Staff to Advertise for Bids (1) Direct Staff to Make Additional Modifications if Desired; and (2) Approve Amendments Clarifying Benefits Derived from Board Participation, and Adding that Conflict of Interest Form 700 Filers are Designated to Receive Ethics Training (1) Direct Staff to Make Additional Modifications if Desired; and (2) Approve Amendments Using Internal Revenue Services Guidelines for Meal Reimbursement Rates, and Identifying Authorized Expenses (1) Establish 2009 Salary Range for General Manager Position; and (2) Authorize Salary Adjustment Approve Payment in the Amount of $1,104,302.79 7. BOARD MEMBER STANDING COMMITTEE REPORTS (Discussions may take place; however, no action will be taken) a. Water & Wastewater Operations Committee (Jones / Rise) b. Finance Committee (Schafer / Claudio) c. Executive Committee (Mosbacher / Rise) d. Planning Committee (Mosbacher / Schafer) 8. BOARD MEMBER AD HOC COMMITTEE REPORTS a. City of South Lake Tahoe Issues Ad Hoc Committee (Mosbacher / Jones) 9. EL DORADO COUNTY WATER AGENCY PURVEYOR REPRESENTATIVES REPORT 10. BOARD MEMBER REPORTS (Discussions may take place; however, no action will be taken) 11. GENERAL MANAGER REPORTS (Discussions may take place; however, no action will be taken) a. Integrated Regional Water Management Plan & Proposition 84 b. Utility Management Conference 12. STAFF I ATTORNEY REPORTS (Discussions may take place; however, no action will be taken) a. Legislative Update from ACWA Washington D.C. Conference (Dennis Cocking) b. Lake Tahoe South Shore Chamber of Commerce Membership (Paul Sciuto) REGULAR BOARD MEETING AGENDA - MARCH 5, 2009 PAGE - 3 13. NOTICE OF PAST AND FUTURE MEETINGS I EVENTS Past Meetinas I Events 02/23/09 - 02/27/09 - ACWA Washington D.C. Conference 02/24/09 - Finance Committee Meeting 02/25/09 - ECC (Employee Communications Committee) Meeting 03/02/09 - Water and Wastewater Operations Committee Meeting 03/04/09 - Board Budget Workshop 03/05/09 - City Issues Ad Hoc Committee Meeting Future Meetinas I Events 03/10/09 - 10:00 a.m. - City Issues Ad Hoc Committee Meeting at District 03/11/09 - 9:00 a.m. - EI Dorado County Water Agency Meeting in Shingle Springs 03/16/09 - 3:30 p.m. - Water and Wastewater Operations Committee Meeting at District 03/17/09 - 9:00 a.m. - Alpine County Supervisors Meeting in Markleeville 03/19/09 - 2:00 p.m. - STPUD Regular Board Meeting at District 03/25/09 - 8:00 a.m. - ECC (Employee Communications Committee) Meeting at District (Director Schafer is the Board representative) 03/30/09 - 3:30 p.m. - Water and Wastewater Operations Committee Meeting at District 14. CLOSED SESSION (Closed Sessions are not open to the public) a. Pursuant to Government Code Section 54956.9(a)/Conference with Legal Counsel- Pg. 75 Existing Litigation re: Meyers Landfill Site: United States of America vs. EI Dorado County and City of South Lake Tahoe and Third Party Defendants, Civil Action No. S-01-1520 LKK GGH, United States District Court for the Eastern District of CA b. Pursuant to Government Code Section 54957.6(a)/Conference with Labor Pg. 77 Negotiators Unrepresented Employee Position: General Manager Agency Negotiators: Executive Committee, Board of Directors 15. ACTION I REPORT ON ITEMS DISCUSSED DURING CLOSED SESSION 16. ADJOURNMENT (To the next regular meeting, March 19,2009,2:00 p.m.) The South Tahoe Public Utility District Board of Directors regularly meets the first and third Thursday of each month. A complete agenda packet, including all backup information is available for review at the meeting and at the District office during the hours of 8:00 a.m. - 5:00 p.m., Monday through Friday. A recording of the meeting is retained for 30 days after minutes of the meeting have been approved. Items on this agenda are numbered for identification purposes only and will not necessarily be considered in the order in which they appear on the agenda. Designated times are for particular items only. Public Hearings will not be called to order prior to the time specified, but may occur slightly later than the specified time. Public participation is encouraged. Public comments on items appearing on the agenda will be taken at the same time the agenda items are heard; comments should be brief and directed to the specifics of the item being considered. Comments on items not on the agenda can be heard during .Comments from the Audience;" however, action cannot be taken on items not on the agenda. Please provide the Clerk of the Board with a copy of all written material presented at the meeting. Backup to any agenda item(s) not included with the Board packet will be made available when finalized at the District office, at the Board meeting, and upon request to the Clerk of the Board. The meeting location is accessible to people with disabilities. Every reasonable effort will be made to accommodate participation of the disabled in all of the District's public meetings. If particular accommodations for the disabled are needed (i.e., disability-related aids, or other services), please contact the Clerk of the Board at 530.544.6474, extension 6203, at least 24 hours in advance of the meeting. ITEMS CONSENT CALENDAR MARCH 5, 2009 REQUESTED ACTION a. 2009 Water Meters and Parts Pg.1 (James Cullen) (1) Waive Bidding Procedures, as Outlined in the Purchasing Policy, for Standardized Equipment to be Purchased from the Sole Area Supplier; and (2) Authorize Purchase of Water Meters and Parts from Western Nevada Supply, in the Amount of $42,548.86 Plus Tax b. Ordinance No. 513-09: Water Meter Pg. 5 Responsibility (Lisa Coyner) Enact Ordinance No. 513-09, Superseding Ordinance No. 504-08 and Amending Section 3.2.5 of Division 3 of the Administrative Code Regarding District Water Meter Responsibility c. Ordinance No. 514-09: Right of Entry By Pg. 9 District (Lisa Coyner) Enact Ordinance No. 514-09, Amending Section 3.2.5 of Division 3 of the Administrative Code Regarding Right of Entry By District d. Final 1 Secondary Effluent Pump Station Pg.13 (Julie Ryan) Approve Proposal from Winzler & Kelly for Additional Construction- Related Professional Services, in the Amount Not to Exceed $75,000 e. Regular Board Meeting Minutes: Pg.19 February 5,2009 (Kathy Sharp) Approve Minutes f. Regular Board Meeting Minutes: Pg.27 February 19, 2009 (Kathy Sharp) Approve Minutes South Tahoe Public Utility District. 1275 Meadow Crest Drive. South Lake Tahoe, CA 96150 Phone 530.544.6474 · Facsimile 530.541.0614 · www.stpud.us South Tahoe Public Utility District General Motn.tlf Richard H. Bolt>!- Dlrutot Ernlc Claudl J*'W It JCl'IIl MMy Lou MoeMcN I)" JOe 1Z75 Maaow CrtJ&t DrIve · South La~ Tahoe. CA 9615 Phone 5!0 544-6414 · Fax !530 541-061 BOARD AGENDA ITEM 4a TO: FROM: MEETING DATE: Board of Directors James Cullen, Inspection Supervisor March 5, 2009 ITEM - PROJECT NAME: 2009 Water Meters and Parts REQUESTED BOARD ACTION: (1) Waive bidding procedures, as outlined in the Purchasing Policy, for standardized equipment to be purchased from the sole area supplier; and (2) Authorize purchase of water meters and parts from Western Nevada Supply, in the amount of $42,548.86 plus tax. DISCUSSION: Staff would like to purchase water meters needed for the 2009 construction season. The District only purchases water meters and parts manufactured by Sensus. Western Nevada Supply is the sole source supplier for Sensus in this area. Staff has the necessary budget for the annual purchase of water meters to be installed in residential and commercial projects. This purchase order is part of the annual water meter ordering for the 2009 building season. The District's purchasing agent has reviewed this item. SCHEDULE: As soon as possible. COSTS: $42,548.86 plus tax. Customer will reimburse the full cost of each meter purchased for new construction. ACCOUNT NO: 2038-6045 BUDGETED AMOUNT REMAINING: $242,037 ATTACHMENTS: Quote from Western Nevada Supply CONCURRENCE WITH REQUESTED W-: GENERAL MANAGER: YES' NO CHIEF FINANCIAL OFFICER: YES NO CATEGORY: Water -1- -~~ ,. ,.- -;, . "=:I" .... u' €. -/fj::JBll WESTERN NEVADA SUPPLY * * QUO TAT ION * * TO: SOUTH TAHOE PUD 1275 MEADOW CREST DRIVE SOUTH LAKE TAHOE, CA 96150-74 DATE: 02/09/09 EFFECTIVE 02/09/09 JOB: WATER METER TERMS: NET 30 FOB: FFA PREP. BY ARNESON, NO . 31 7 701 TO 12/31/09 BARNEY WE ARE PLEASED TO QUOTE YOU ON THE FOLLOWING MATERIAL *** FREIGHT AND SALES TAX NOT INCLUDED *** ================================================================================ Qty Part Number Description Price... Extended ================================================================================ 1 ===> WATER METER 81 WKZll01097 SENSUS MXU 520R SINGLE PORT 150.00 12150.00 60 WZNS707754 SRII 3/4 TRPL 100 CU FT WTR MTR EPOXY COATED NSF61 205.70 12342.00 10 WZNS707762 W120 1-1/2 TREO TRPL 100 CU FT WTR EPOXY COATED NO STRAINER 791.14 7911.40 6 WZNS707763 WI60 2 TREO TRPL 100 CU FT WTR MTR EPOXEY COATED NO STRAINER 929.56 5577.36 50 WAZ1EOI001 5/8 X 2-1/2 BRZ BOLT & NUT 6.45 322.50 20 WZNS709116 PMM 1 TRPL 1000 GAL WTR MTR SENSUS EPOXEY NSF61 212.28 4245.60 1 TOTAL -FJ 2 -I. THE MATERIAL LISTED ABOVE IS QUOTED PER THE PLANS AND SPECS PROVIDED TO US, AND, WHETHER SPECIFIED OR NOT, WILL BE SUBJECT TO THE ENGINEER'S APPROVAL. / -3- South Tahoe Public Utility District General M.t".,. Richard H. SoIprf(j Directors Ernie Claudio Jam4e Jl:. J~ Mary Lou Mo.I1acher DsIo fI:lee 1215 Meadow Cm6t Driw · South la~ Tahoe. CA 96160 PhOh8 530 544-6474 · Fax 530 541-0614 BOARD AGENDA ITEM 4b TO: Board of Directors FROM: MEETING DATE: Lisa Coyner, Manager of Customer Service March 5, 2009 ITEM - PROJECT NAME: Ordinance No. 513-09: Water Meter Responsibility REQUESTED BOARD ACTION: Enact Ordinance No. 513-09, superseding Ordinance No. 504-08 and amending Section 3.2.5 of Division 3 of the Administrative Code regarding District water meter responsibility. DISCUSSION: District staff and customers have experienced some confusion regarding the responsibility of each in the repair and replacement of water meters. Staff desires to amend the Administrative Code to clearly describe the responsibility and to ensure that the Code is in accordance with industry standards. SCHEDULE: COSTS: ACCOUNT NO: BUDGETED AMOUNT REMAINING: ATTACHMENTS: Ordinance No. 513-09 CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YES----r-- NO CATEGORY: Water -5- ORDINANCE NO. 513-09 AN ORDINANCE OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT AMENDING SECTION 3.2.5 OF DIVISION 3 OF THE ADMINISTRATIVE CODE REGARDING DISTRICT WATER METER RESPONSIBILITY BE IT ENACTED by the Board of Directors of the South Tahoe Public Utility District, County of EI Dorado, State of California, as follows: SECTION I - POLICY AND PURPOSE The purpose of this Ordinance is to adopt certain amendments to the Administrative Code regarding responsibility for water meter repair and replacement. SECTION II - DEFINITIONS For the purpose of this Ordinance, the terms used herein are defined as follows: A. The District - The South Tahoe Public Utility District. B. The Board - The Board of Directors of the South Tahoe Public Utility District. C. Administrative Code - The compilation and codification of all of the Administrative, Water, Sewer, Street Lighting and Groundwater Management Plan Ordinances of the District, which establish the authority and the principles for decisions of the District, and provide the public with guidelines applicable to District operations. SECTION III - FINDINGS The Board of Directors of the South Tahoe Public Utility District, County of EI Dorado, State of California, make the following findings: 1. District staff and customers have experienced some confusion regarding the responsibility of each in the repair and replacement of water meters; 2. The District desires to amend the Administrative Code to clearly describe the responsibility of each of the District and its customers in the repair and replacement of water meters; 3. The Board of Directors has determined that it is in the best interest of the District and its customers to adopt this Ordinance describing the responsibility of each in the repair and replacement of water meters. -7- 1 .. SECTION IV - SECTION 3.2.5 AMENDED TO DIVISION 3 OF THE ADMINISTRATIVE CODE Administrative Code Section 3.2.5 shall be amended to read as follo~: J?p;--ft "3.2.5 District Meter ResDonsibilitv. The District shall maintain, repair and replace all water meters, risers, boxes and appurtenances. Such duty as described in this Section ends at the Meter Tail or Meter Flange located on the outlet side of the meter box or meter pit, depending on the meter type. The property owner shall install, maintain, repair and replace, as necessary, the water service downstream from the outlet of the meter box. The property owner's maintenance, in good repair, of such meter parts shall be subject to the provisions of Section 6.5 of the District's Administrative Code." SECTION VI - SEVERABILITY If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance and its implementing rules and regulations is for any reason held to be unconstitutional or invalid, such decision shall not affect the validity of the remaining portions of this Ordinance or the Administrative Code. The Board of Directors declares and determines that it would have passed section, subsection, subdivision, paragraph, sentence, clause or phrase thereof of this Ordinance and its implementing rules and regulations and the Administrative Code irrespective of the fact that anyone or more sections, subsections, subdivision, paragraphs, sentences, clauses or phrases may be determined to be unconstitutional or invalid. SECTION VII - EFFECTIVE DATE This Ordinance amending the above reference section to the Administrative Code shall take effect thirty (30) days after its passage. PASSED AND ADOPTED by the Board of Directors of the South Tahoe Public Utility District at its duly held regular meeting on the 5th day of March, 2009 by the following vote: AYES: NOES: ABSENT: Mary Lou Mosbacher, President South Tahoe Public Utility District A TrEST: Kathy Shatp, Clerk of the Board Ordinance No. 513-09 Water Meter Responsibility Page 2 -8- South Tahoe Public Utility District &:I'ltwal M.1I~ RiChard H. Soluriq Directol'lll Ernie ClaudIo Jal'l1el!l ~. JOMe Mary Lou Mo.l1ac1w D.te li:I.. 1215 Meadow Cnwt Drive · South Lt~ T~oe . CA 96150 Phone f530 544-6474 · Fsx 530 541-0614 BOARD AGENDA ITEM 4c TO: FROM: MEETING DATE: Board of Directors Lisa Coyner, Manager of Customer Service March 5, 2009 ITEM - PROJECT NAME: Ordinance No. 514-09: Right of Entry by District REQUESTED BOARD ACTION: Enact Ordinance No. 514-09 amending Section 3.2.5 of Division 3 of the Administrative Code on right of entry by District. DISCUSSION: District staff determined that the language in the current Administrative Code Section 3.2.6 regarding right of entry by District staff was not clear enough in allowing staff or their representative the ability to install water meters on private property. Water meters are owned by the District in accordance with Ordinance No. 513-09 and therefore, staff requires access to install, maintain and repair these devices. SCHEDULE: COSTS: ACCOUNT NO: BUDGETED AMOUNT REMAINING: ATTACHMENTS: Ordinance No. 514-09 CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YES-F-- NO CATEGORY: Water -9- ORDINANCE NO. 514-09 AN ORDINANCE OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT AMENDING SECTIO~OF DMSION 3 OF THE ADMINISTRATIVE CODE REGARD~G RIGHT OF ENTRY BY DISTRICT S_~,,~ BE IT ENACTED by the Board of Directors of the South Tahoe Public Utility District, County of EI Dorado, State of California, as follows: SECTION I - POLICY AND PURPOSE The purpose of this Ordinance is to adopt certain amendments to the Administrative Code regarding the right of entry by District staff to install, repair and maintain water meters. SECTION II - DEFINITIONS For the purpose of this Ordinance, the terms used herein are defined as follows: A. The District - The South Tahoe Public Utility District. B. The Board - The Board of Directors of the South Tahoe Public Utility District. C. Administrative Code - The compilation and codification of all of the Administrative, Water, Sewer, Street Lighting and Groundwater Management Plan Ordinances of the District, which establish the authority and the principles for decisions of the District, and provide the public with guidelines applicable to District operations. SECTION III - FINDINGS The Board of Directors of the South Tahoe Public Utility District, County of EI Dorado, State of California, make the following findings: 1. The District desires to amend the Administrative Code to ensure the right of entry on private property for the installation, repair and maintenance of District- owned water meters; 2. The Board of Directors has determined that it is in the best interest of the District and its customers to adopt this Ordinance defining the right of entry. -11- '~ SECTION IV - SECTION 3.2.6 AMENDED TO DIVISION 3 OF THE ADMINISTRATIVE CODE Administrative Code Section 3.2.6 shall be amended to read as follows: "3.2.6 Riehl of Entrv bv District. Authorized representatives of the District shall have the right of ingress and egress across any property at reasonable times for any purpose reasonably related to the installation, maintenance, repair, and reading of meters or for servicing waterlines." 1--er:J.~ SECTION VI - SEVERABILITY If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance and its implementing rules and regulations is for any reason held to be unconstitutional or invalid, such decision shall not affect the validity of the remaining portions of this Ordinance or the Administrative Code. The Board of Directors declares and detennines that it would have passed section, subsection, subdivision, paragraph, sentence, clause or phrase thereof of this Ordinance and its implementing rules and regulations and the Administrative Code irrespective of the fact that anyone or more sections, subsections, subdivision, paragraphs, sentences, clauses or phrases may be detennined to be unconstitutional or invalid. SECTION VII - EFFECTIVE DATE This Ordinance amending the above reference section to the Administrative Code shall take effect thirty (30) days after its passage. PASSED AND ADOPTED by the Board of Directors of the South Tahoe Public Utility District at its duly held regular meeting on the 5th day of March, 2009 by the following vote: AYES: NOES: ABSENT: Mary Lou Mosbacher, President South Tahoe Public Utility District ATTEST: Kathy Sharp, Clerk of the Board Ordinance No. 514-09 Right of Entry by District Page 2 -12- South Tahoe Public Utility District General MlI~ Richard H. 5al~ DiI"ttCtor'& E~CIaldIo J.",. It Jon. Mar:v Lou MotbachAlr D.~ 1Z75 Madow Crmst; Drive · South Lake Tah~ . CA 96160 PhOI18 530 544 6414 · Fax 530 541.0614 BOARD AGENDA ITEM 4d TO: Board of Directors FROM: MEETING DATE: Julie Ryan, Senior Engineer March 5, 2009 ITEM - PROJECT NAME: FinallSecondary Effluent Pump Station REQUESTED BOARD ACTION: Approve proposal from Winzler & Kelly for additional construction-related professional services, in the amount not to exceed $75,000. DISCUSSION: Construction of the Final/Secondary Effluent Pump Station project was awarded by the Board on December 20, 2007, to Pacific Mechanical Corporation (PMC). The Notice to Proceed with construction was issued on January 14, 2008, and construction is expected to be complete July 8,2009. To support the District with construction management and engineering services during construction, on January 3, 2008, the Board authorized $228,065 to the project designer, Winzler & Kelly (W&K), for as-needed construction-related services. Subsequently, the Board authorized an additional $249,672 on August 7,2008, to account for effort above and beyond the level of effort they had originally anticipated. By the end of 2008, the budget for office engineering services had been nearly depleted. However, W&K has continued to respond to staff requests for assistance, responding to Contractor questions and reviewing submittals, while drawing against the budget that was earmarked for preparation of the as-built drawings, project management and site visits. Together, staff and W&K have revisited the project status, and agree that W&K's participation in the project should be diminishing. The pumps have been installed' and, barring any setbacks, the automation system should be operational within the next few weeks. Most of the submittals for the project have been reviewed and approved, with the exception of O&M Manuals. The remaining demolition activities will be overseen mostly by District staff, but staff expects questions will arise that will need W&K support. Staff also anticipates the need for W&K's support to review remaining Change Order requests as they come in. W&K will begin preparation of the as-built drawings as soon as markups are provided by the Contractor. -13- Julie Ryan March 5, 2009 Page 2 W&K has provided a scope of work and cost estimate for what staff expects will cover all remaining as-needed services (attached), which fall into the categories "site support" and "office engineering". This work will be completed as an extension to the existing Task Order No.4 with W&K. SCHEDULE: January 3, 2008, through December 31, 2009 COSTS: Not to exceed $75,000 ACCOUNT NO: 1029-8676 BUDGETED AMOUNT REMAINING: $1,.018,186 ATTACHMENTS: Supplemental Task Order, Scope of Work and Task Order Budget CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES CHIEF FINANCIAL OFFICER: YES CATEGORY: Sewer NO NO -14- -# '\XIINZLER&KELLY CONSULTING ENGINEERS February 25, 2009 Julie Ryan Senior Engineer South Tahoe Public Utility District 1275 Meadow'Crest Drive South Lake Tahoe, CA 96150 Subject: Final and Secondary Effluent Pump Stations Task Order Request Dear Ms. Ryan: Winzler & Kelly Consulting Engineers respectfully submits our Task Order request to the South Tahoe Public Utility District for an amendment to our ongoing construction support budget for the Final and Secondary Effluent Pump Stations project. This Task Order would be executed in accordance with Winzler & Kelly's Master Agreement with the District. The Final and Secondary Effluent Pump Stations construction support is defined by the following attachments: 1. As-Needed Scope of Work. 2. Budget Table detailing the fee not to exceed $75,000. We look forward to continued service to the District. Please feel free to contact me at 916-799- 3114 if there are any questions or a need for additional information. Sincerely, WINZLER & KELLY r2::L.~ Senior Project Manager Attachments 'f" 3410 Industrial Blvd., Suite 102, West Sacramento, CA 95691 'f" tel 916.372.6606 fax 916.372.6616 www.w.;s-k.com South Tahoe Public Utility District Final and Secondary Effluent Pump Stations Task Order Scope of Work Phase 1 - Current Condition of Pump Stations and Pre-Design (Complete) Phase 2 - Selected Alternative Design (Complete) Phase 3 - Construction Task 4 - Construction Support General Project Understanding and Approach The construction project consists of new final and secondary effluent pwnp stations (FEPS and SEPS), a new electrical building, a new sampler building, and other new ancillary facilities at the District's Wastewater Treatment Plant site. The secondary pumps will deliver secondary effluent from the breakpoint chamber to the filters. The final pumps will deliver filter effluent from the filters to the export line. The pump station structure will consist of two concrete wet wells (one for the SEPS and one for the FEPS), separated by a common partition wall, constructed within the limits of the existing Holding Pond #l.The new electrical building will house the variable frequency drives and other electrical controls for the new pump station, a 400 kw diesel engine generator, and other electrical, instrumentation and telephone services. The new sampler building will house the sampler and sampling station for the secondary and final effluent, poly-aluminum cWoride (PAC) bulk storage and injection system, a tempered-water emergency shower and eyewash station, pump controls and other electrical controls. Both the electrical building and sampler building will be of CMU-construction and will be lighted; the sampler building will be plwnbed with both tempered and cold water from the adjacent Sodium HypocWorite Building. Associated work will include demolition of the existing CWorine Contact Basin, Excess & Return Building, Meter House, Electrical Building, Secondary Effluent Pump Station and Final Effluent Pump Station. Associated unused piping will also be abandoned. Associated work will also include site work, grading, paving, and landscaping. Subtasks 4.1, 4.2, and 4.3 Bid Phase Services (Complete) Subtask 4.4 As-Needed Construction Site Support Services Amendment Winzler & Kelly will provide other construction site support services: · Attend and document contractor preconstruct ion meeting. · At District's request, attend and provide technical support for jobsite meetings, including bi- weekly coordination meetings. · At District's request, provide input to District field directives in order to resolve conflicts caused by varying site conditions and other project unknowns. · At District's request, perform supplemental design engineer inspection of key contractor work for conformance to the plans and specifications, including inspection reports and photo documentation. · Provide as-needed support during pre-final and final inspections. · Provide as-needed support during commissioning. Note: The District will provide separately from this scope of work all shoring, dewatering and soils submittals review, testing and inspections for the project during construction. If changed conditions are encountered during construction, the District may choose to negotiate additional geotechnical services on an as-needed basis. Additionally, the District will contract separately for hazardous materials abatement and clearance reporting prior to commencing demolition activities. Scope of Work -1- -16- Rev. 1 2-25-09 Subtask 4.5 As-Needed Office Engineering Support Services Amendment Winzler & Kelly will provide the following office engineering support services: · Provide design engineer review of contractor technical submittals for conformance to the plans and specifications. · Provide design engineer resolution of contractor requests for information (RFls). · At District's request, assist with the change order (CO) process. · At District's request, provide support for claims management, i.e., help identify potential claims and make recommendations to resolve them. · Receive and review warranties. Scope of Work -2--17- Rev. 1 2-25-09 MK Task Order Budget (2- 25-09) STPUD: Final /Secondary Effluent PS Project Construction Services Amendment Task Description Phase 1 - Current Condition of PS and Pre-Design (Complete) Phase 2 - Selected Alternative Design (Complete) Phase 3 - Construction Task 4 - Construction Support Subtasks 4.1,4.2 & 4.3 Bid Phase Services (Complete) Subtask 4.4 As- Needed Construction Site Support Services Amend Jobsite meetings 0D Other Construction Support Services including: Field directives input, Specialty inspections, Final inspection support, and Commissioning Support Subtask 4.5 As- Needed Office Engineering Support Services Amend Technical sal review Technical RFrs Other Office Services, including: Change orders input, Claims management support, Warranties review, and Permitting Assistance Subtotal - Task 4 TOTAL HOURS PER CLASSIFICATION: WINZLER & KELLY LABOR PM $215 /HR 2 8 16 Sr Proi Eng 6175 /HR 8 4 40 24 24 100 100 Civil/Mech $140 /HR 8 8 44 30 24 114 114 S17,500 615,960 Struc/Arch 6150 /HR 16 8 8 32 32 $4,800 Elecfnst 6155 /HR 8 8 40 30 24 110 110 617,050 Eng/Sci $115 /HR 8 4 16 24 8 60 60 $6,900 CADD $115 MR 0 0 60 WP /Clerk 670 /HR 2 2 20 16 8 48 48 63,360 Total W&K Hours 34 26 178 140 112 490 490 W&K Office Comedo n $204 $156 61,068 $672 $2,940 2,940 Total W&K $5,024 $3,816 626,498 620,690 $18,072 $74,100 674,100 FEE COMPUTATION Travel & Other 6150 $100 6250 6200 $200 6900 6900 Total $5,174 63,916 626,748 620,890 $18,272 675,000 $75,000 26 TOTAL W&K LABOR COSTS PER CLASSIFICATION: $5,590 Notes: 1. Other direct costs and subcontractors include a 10% administrative fee. 2. Budgetary allowances for as- needed support established by the District 3. Labor rates effective until Task Order completed (i.e., until end of 2009). Rau 1 1.1g_no ~--- / ~O\JTH TA,.,~_, /~'J' lirAV' I lIJ'/filA '. ntJ.7J \ -~--::' ~ ~-. : . ,. - \~.. . ~~ ~ ......, . \... . .' '.~ . ~ ~ r . 1950 . ~. ~ .. W7[~-YJjJ,m_g\~ 'tlM)l'1>1tn .' \J~' ~~. SOUTH TAHOE PUBLIC UTILITY DISTRICT "Basic Services for a Complex World" \M~\m~ ~ ,~. Richard Solbri , General Mana er Mary Lou Mosbacher, President BOARD MEMBERS Paul Sciuto, Assistant Mana er Dale Rise, Vice President James R. Jones, Director Eric W. Schafer, Director Ernie Claudio, Director REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT FEBRUARY 5, 2009 MINUTES The Board of Directors of the South Tahoe Public Utility District met in a regular session, February 5, 2009, 2:00 P.M., District Office, 1275 Meadow Crest Drive, South Lake Tahoe, California. BOARD OF DIRECTORS: President Mosbacher, Directors Rise, Claudio, Jones, Schafer ATTENDEES STAFF: Solbrig, Sharp, Hughes, Cocking, Bird, C. Stanley, Curtis, Barnes, Brown, Donovan, Coyner, Eidam, Ryan, Hoggatt, Bergsohn, Thiel, Attorney Herrema GUESTS: Anders HaugelHauge Brueck Associates; Sean Gill, Doug AllenlResource Development Company; Dennis CardozalAlpine County Public Works Director; John RunnelslCitizens Alliance; Mike Berg/Carpenters Local 1789; Eric GrahamlMaxwell Research; Dan Johnson, Douglas Jones, John StonelByars Contruction Company; Leilani and Mike Connolly; Vernon and Reba Bry; Rich Daily; John Bain; Todd Gansberg; Kent Neddenriep; Ken Weitzman; Penny Stewart Dennis Cardoza led the pledge to the flag. PLEDGE OF ALLEGIANCE CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR The change order amount for Consent Item e. was changed from $41,807.17 to $42,534.25. -19- ~ REGULAR BOARD MEETING MINUTES - FEBRUARY 5, 2009 PAGE. 2 Moved Claudio 1 Second Schafer 1 Passed Unanimously CONSENT CALENDAR to approve the Consent Calendar as amended: a. Ordinance No. 512-09: Cross Connection Program - Enacted Ordinance Adding Section 3.3.6(d) and amending Section 3.3.4, of the Administrative Code regarding cross connection program exempt- ing installation of backflow prevention assemblies on hydronic heating systems; b. Indian Creek Reservoir Oxygenation - (1) Approved Change Order No.3 to Hobbs Electric for $9,743.83; and (2) Added 33 calendar days to the total con- tract time; c. Arrowhead Arsenic Treatment Facility Project - Approved the "Purchase and Sale Agreement (for Potential Land Coverage Rights)" for the purchase and transfer of 1, 173 square feet of potential land coverage rights from the Califor- nia Tahoe Conservancy to the District property located at 1961 Arrowhead Avenue, EI Dorado County, California, (APN 034-294-04) in the amount of $7,038; d. Replacement of Country Club Tank - Approved amendments to existing Task Order No.8 for tank design with Brown and Caldwell, in the amount not to exceed $9,987.20; e. Final and Secondary Effluent Pump Station - Approved Change Order No.5 to Pacific Mechanical Corporation, in the amount of $42,534.25; f. Markleeville Public Utility District - Approved and authorized execution of disclosure of relationship and waiver of potential conflict of interest; g. Approved Regular Board Meeting Minutes: January 15, 2009. ~lftlln~~ \J\~\\\\'1t\) \'iwr~U ~ 'i. ITEMS FOR BOARD ACTION The Twin Peaks Booster Station is to be located on the District's Industrial Well No. 1 property, as well as on a portion of the adjacent property owned by Delta Tahoe. The District has been negotiating for a lot line adjustment and the purchase of 3,515 square feet of property. The District's appraisers completed a property appraisal which resulted in a valuation of $28,500 for the land plus another -20- TWIN PEAKS BOOSTER STATION AND WATERLINE PROJECT REGULAR BOARD MEETING MINUTES - FEBRUARY 5, 2009 PAGE -3 $26,732.50 for the existing coverage. Negotiating parties agreed to complete the purchase of the lot for $28,500 upon close, the District will retain all existing coverage on site, and will hold the additional value of the coverage for future coverage purchase and transfer to a project identified by Delta Tahoe. If they have not identified such a project within three years, the District will make a final payment of $26,732.50 to complete the transaction. Moved Schafer 1 Second Rise 1 Passed UnanimouslY to authorize staff and counsel to complete property acquisition from Delta Tahoe for an amount not to exceed $59,000. 2:15 P.M. PUBLIC SCOPING MEETING President Mosbacher opened the Public Scoping Meeting at 2:15 p.m. to receive public comments. Anders Haugel Hauge Brueck Associates, gave a Power- Point presentation regarding the revised Notice of Preparation of a Draft Environmental Impact Report for the District's Recycled Water Facilities Master Plan. He covered: CEOA, focused Notice of Preparation, new components in the plan, new project alternatives, Phase I projects, project map, scoping purpose and District responsibility, and the next steps of the pro- cess. The draft EIR will be circulated this spring, and the final EIR is expected in late fall or early winter. No public comments were received and the Scoping Meeting was closed at 2:25 p.m. No Board action. Moved Schafer 1 Second Rise 1 Passed Unanimously to approve payment in the amount of $2,279,036.24. 2:30 P.M. PUBLIC MEETING President Mosbacher opened the Public Meeting at 2:33 p.m. to receive public comments. John Thiel reported the District has approved the Initial Study and the determination of no significant effect on the environment, prepared a Notice of Intent to Adopt a Negative Declaration with submittal to the State Clearinghouse, and published such notice in the Tahoe Tribune. After a review period of over 30 days, staff has received no comments or questions on the proposed action. -21- TWIN PEAKS BOOSTER STATION AND WATERLINE PROJECT (continued) SOUTH TAHOE PUBLIC UTILITY DISTRICT RECYCLED WATER FACILITIES MASTER PLAN ~f) PAYMENT OF CLAIMS TWIN PEAKS BOOSTER STATION AND WATERLINE PROJECT .~ j REGULAR BOARD MEETING MINUTES - FEBRUARY 5, 2009 PAGE-4 No public comments were received and the Public Meeting was closed at 2:37 p.m. Moved Schafer 1 Second Jones 1 Passed Unanimously to: (1) Certify the Negative Declaration of Initial Study and Negative Declaration of Environmental Impact; (2) Approve the additional "De Minimis" finding that the project will have no effect on wildlife resources, and (3) Authorize staff to submit a California Depart- ment of Fish and Game Certificate of Fee Exemption. Ten bids were received at the January 27, 2009, bid opening. Resource Development Company (RDC) submitted the low bid of $1,743,395.00. They had two minor irregularities in their bid that staff recom- mended be waived: (1) The total bid amount written in words was $1,743.395.00. The numbers presented in the bid items were calculated to be $1,745,433.50. The project specifications state the amount written in words shall govern. (2) They wrote in the surety broker in the space provided instead of the surety company and agent. The project specifications all the Board to waive these minor irregularities. Two bid protests were received: (1) Byars Construc- tion Company, who based their protest on the fact that they believed their bid was on time for the 2:00 p.m. bid acceptance deadline; and (2) The Carpenters Union, who based their protest on allegations that the low bidder (ROC) should not be considered responsible and that they failed to screen subcontractors by listing the company FenceCorp. After hearing from legal counsel, staff and represent- tatives of both protests, it was the consensus of the Board: (1) That the representative from Byars Cons- truction was not in line, and did not meet the 2:00 p.m. bid acceptance deadline. (2) That ROC was a responsive, responsible bidder, with a license that is in good standing, and the allegations made by the Carpenters Union against the subcontractor FenceCorp have no bearing on ROC. Moved Jones 1 Second Schafer 1 Claudio Voted No 1 Passed to waive minor bid irregularities (described above) and to award the bid to the lowest responsive, responsible bidder, Resource Development Company, Inc., in the amount of $1,743,395.00; contingent upon finalizing the purchase of the lot from Delta Tahoe, and receiving the lot line adjustment from the City of South Lake Tahoe. (Director Claudio voted no due to doubts he had about the ability of RDC to act in a responsible manner during the construction of the booster station.) -22- TWIN PEAKS BOOSTER STATION AND WATERLINE PROJECT (continued) TWIN PEAKS BOOSTER STATION AND WATERLINE PROJECT REGULAR BOARD MEETING MINUTES - FEBRUARY 5, 2009 PAGE-5 3:30 - 3:35 P.M. 2:45 P.M. PUBLIC MEETING MEETING BREAK ANGORA TANK REPLACEMENT PROJECT President Mosbacher opened the Public Meeting at 3:35 p.m. to receive public comments. This project includes replacement and upsizing the Angora Tank, the waterline that feeds the tank, and installation of an access road. Julie Ryan gave a PowerPoint presentation that covered: environmental documentation (CEQA/NEPA), scoping purpose, District responsibility, project features, access road features, comments received to date (impact to historic resources, visual impact, concerns over security, need for a permanent road, need for a paved road, and consideration of alternative routes), and the project schedule. An access road is needed to construct the new facilities, and to provide access to the site for future maintenance, inspection and repair, as required by the California Water- works Standards. A number of routes to the site were considered, and the proposed route was found to be the most stable and the shortest in length, with the least potential environmental impacts. Many of the public comments received had to do with the proposed access road. Neighbors John Bane and Skip Bry expressed their concerns regarding the paving of the access road. They cited the visual impacts it would have, and questioned the need for the road to be paved, since it will be used infrequently and will not be plowed. The District solicited support from the jurisdictional agencies for this project prior to proceeding with the environmental documentation process. TRPA gave conditional support for the project, with the stipulation that the road be paved in accordance with their Code of Ordinances. Thus, the project was developed to include a paved road. However, upon receiving the concerns from the public over a paved road, TRPA has revisited the need for pavement, and has concluded that they would waive the paving requirement if the appropriate features were added to the project to control and infiltrate runoff and prevent erosion. The District will propose to TRPA that the road be surfaced with compacted recycled base. Public members made two requests with respect to consideration of alternate routes. (1) A request that the District revisit the two routes that were previously eliminated. These routes were dismissed bec'ause the steep grades are not stable or safe. (2) A request that the District route the top of the access road to the -23- REGULAR BOARD MEETING MINUTES - FEBRUARY 5, 2009 PAGE-6 south of the tank instead of to the north. The north access road was selected because it minimizes the visibility of the new road from Lake Tahoe Boulevard, Sawmill Pond, and the rest of Mountain View Estates. Ryan proposed to minimize the visible impact by digging the surface of the road into a notch, which will also increase the stability of the slope. The public also expressed concerns that the new access road would attract recreationists to the site. This concern will be alleviated by installing a chain-link fence around the tank pad and a swing-arm gate at the entrance to the access road to provide security for both the tank and the access road. Ryan will take all comments received to the jurisdiction- al agencies, especially the United States Forest Service, since the proposed road falls mostly on their property. The Public Meeting was closed at 4:40 P.M. No Board action. 4:40 - 4:50 P.M. Finance Committee: The committee met February 5 and discussed the Integrated Regional Water Management Plan and Proposition 84 grant funding. They also discussed the District's application for the economic stimulus package, sharing of the grant coordinator position, and outsourcing payroll. Director Schafer reported on his attendance at the CASA conference and distributed a summary. He also listened by speakerphone to a Town Meeting sponsored by Congressman McClintock. Director Claudio distributed a typed report that covered President Obama's state of the economy speech "A National 20-Point Recovery Plan." He also distributed a typed letter he sent to the District's Washington D.C. representatives urging them to convince senators to enact Obama's "American Recovery and Reinvestment Plan." Board members reminded him that direction can only be given by of a majority of the Board. Director Mosbacher encouraged those traveling to the same meetings to carpool to save on travel costs. -24- ANGORA TANK REPLACEMENT PROJECT (continued) ~ :C.~~ ':\\~~\ .{~.~~ ..,~ \" MEETING BREAK BOARD MEMBER STANDING COMMITTEE REPORTS BOARD MEMBER REPORTS REGULAR OARD MEETING MINUTES - FEBRUARY 5, 2009 PAGE - 7 General Manaoer: Richard Solbrig reported that Tahoe Keys Property Association contacted him to see if the District would be interested in purchasing their water company. He responded the Board would likely evaluate the system like they did with Lukins Water Company. Leoal Counsel: Brad Herrema reported on AB 632, a designlbuild law that could impact projects related to wastewater facilities. He also reported that the recycled water policy does not apply to agricultural irrigation water as of yet. District Information Officer: Dennis Cocking reported the State's budget will likely be voted on soon. The District's appropriation request is expected to be reviewed after the economic stimulus package is in place. He also reported that a new Tahoe Restoration Act coalition will be formed to discuss reauthorization. The group will not be an adversarial one like the last one was. Manaoer of Field Ooerations: Randy Curtis reported that he received a request to lease District property for a cell tower at the Glenwood Well Site. He distributed a com- parison of fees charged by other agencies, and talked about security, access, SCADA interference for tanks, and alternate sites. GENERAL MANAGER REPORT ~ ~~ Q~ ~~~ ACTION I REPORT ON ITEMS DISCUSSED DURING CLOSED SESSION No reportable Board action. 6:02 P.M. Pursuant to Government Code Section 54956. 9(a)/Conference with Legal Counsel - Existing Litigation re: Meyers Landfill Site: United States of J1.merica vs. EI Dorado County and City of South Lake Tahoe and Third Party Defendants, Civil Action No. S-01-1520 LKK GGH, U.S. District Court for the Eastern District of Ca. ADJOURNMENT Mary Lou Mosbacher, Board President South Tahoe Public Utility District ATTEST: Kathy Sharp, Clerk of the Board -25- South Tahoe Public Utility District ~~ ~ .~~\~ .~ SOUTH JJOPTfO MlNlITIS TAHOE PUBLIC UTILITY DISTRICT ~~Basic Services for a Complex World" Richard Solbri , General Mana er Mary Lou Mosbacher, President BOARD MEMBERS Paul Sciuto, Assistant Mana er Dale Rise, Vice President Ernie Claudio, Director James R. Jones, Director Eric W. Schafer, Director REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT FEBRUARY 19, 2009 MINUTES The Board of Directors of the South Tahoe Public Utility District met in a regular session, February 19, 2009, 2:00 P.M., District Office, 1275 Meadow Crest Drive, South Lake Tahoe California. , BOARD OF DIRECTORS: ATTENDEES President Mosbacher, Directors Rise, Claudio, Schafer. Director Jones was absent. STAFF: Sciuto, Sharp, Hughes, Brown, Bergsohn, Curtis, Nolan, Coyner, Cocking, Attorney Kvistad. GUESTS: Dave Backman/K.G. Walters, Chris Twomey/C2Me, Jim HaenlJim Haen Engineering. Linda Brown led the pledge to the flag. PLEDGE OF ALLEGIANCE Jim Haen, representing the Woodfords Fire Department, COMMENTS FROM THE AUDIENCE thanked District staff Hal Bird, Wes Long, and Paul Schlange, for their commitment to training and for being an invaluable asset to Alpine County. Jim Haen and Chris Twomey reported they were retained by Lukins Brothers to develop a water system master plan that should result in upgrades to their system. Since Lukins has no storage due to the areas flat topography, use of interties and inclusion into the District's system will be recommended. The master plan will emulate the District's system since it sets the standard in South Lake Tahoe. -27- "~ ';J REGULAR BOARD MEETING MINUTES - FEBRUARY 19, 2009 Consent Item a. was brought forward for discussion prior to Board action. Moved Rise 1 Second Schafer 1 Jones Absent 1 Passed to approve the Consent Calendar as amended: b. Surplus Vehicle - Authorized Baxtin Management Group to auction District surplus vehicle. PAGE-2 CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR CONSENT CALENDAR CONSENT ITEM BROUGHT FORWARD FOR DISCUSSION I SEPARATE BOARD ACTION Director Claudio received clarification regarding the project priority list and application process. Moved Schafer 1 Second Claudio 1 Jones Absent 1 Passed to adopt Resolution No. 2855-09 regarding the Applicationl Authorization/Reimbursementl Dedicated Source of Revenue, for the Grant Application process to the State Water Resources Control Board. ECONOMIC STIMULUS FUNDINGI STATE REVOLVING FUND LOAN (Consent Item a.) ITEMS FOR BOARD ACTION Ivo Bergsohn reported 11 bids were received at the February 11 bid opening. Moved Schafer 1 Second Rise 1 Jones Absent 1 Passed to award bid to the lowest responsive, responsible bidder, K.G. Walters Construction Co., in the amount of $730,600. Moved Claudio 1 Second Schafer 1 Jones Absent 1 Passed to approve payment in the amount of $1,187,481.93. Water and Wastewater Operations Committee: The committee met February 17. Minutes of the meeting are available upon request. Finance Committee: The committee met February 10 to review the 2009/10 budget. Another meeting is scheduled to discuss a potential rate increase and the need to continue forward with construction projects. They will also discuss borrowing from the MTBE fund in order to go forward with projects while the bidding climate is so favorable. ARROWHEAD WELL NO.3 ARSENIC TREATMENT FACILITY PAYMENT OF CLAIMS BOARD MEMBER STANDING COMMITTEE REPORTS MlNlnEs Agency representatives met with Congressman McClintock. EL DORADO COUNTY WATER They did not include the District, the basin, or any east PURVEYOR REPRESENTATIVE slope issues. REPORT -28- REGULAR BOARD MEETING MINUTES FEBRUARY 19,2009 PAGE-3 Director Schafer complimented staff on their preparation for budget review - they did a good job. Director Rise reported he will attend the ACWA conference in Washington D.C. with Director Jones and Dennis Cocking. Director Claudio distributed typed reports and reported on sustainable wastewater treatment, and budget saving ideas from County Supervisor Sweeney. BOARD MEMBER REPORTS Assistant General Manaaer/Enaineer: Paul Sciuto STAFF REPORTS reported on three items: 1) Integrated Regional Water Management Plan (IRWMP) & Proposition 84 - The state is moving forward on certain processes within the Proposition 84 grants, such as the IRWMP. 2) Staff sent a request for information to Tahoe Keys Water Company pertaining to design, operations, finance, regulatory, and customer service. When received, the District will systematically review the water system and also determine impacts to District customers. 3) An ad hoc committee to assist with issues related to Heavenly snowmaking was appointed (Directors Schafer and Rise). District Information Officer: Dennis Cocking reported the state budget was finally passed. 3:00 - 3:15 P.M. 3:45 P.M. MEETING BREAK AND ADJOURN_ MENT TO CLOSED SESSION RECONVENED TO OPEN SESSION ACTION I REPORT ON ITEMS DISCUSSED DURING CLOSED SESSION No reoortable Board action. 3:45 P.M. Pursuant to Government COde Section 54956.9(a)/Conference with Legal Counsel - Existing Litigation re: Meyers Landfill Site: United States of America vs. EI Dorado County and City of South Lake Tahoe and Third Party Defendants, Civil Action No. S-01-1520 LKK GGH, U.S. District Court for the Eastern District of Ca. ADJOURNMENT Mary Lou Mosbacher, Board President South Tahoe Public Utility District ATTEST: Kathy Sharp, Clerk of the Board -29- South Tahoe Public Utility District South Tahoe Public Utility District ~ne,.al Manaqer Ricnar-d H. Sollme DinlGtOt"& EmieClaw:l1o Jam4!llS R. JOMlJ Mal)' Lou Motl:I.achm- Dale ~l!le 1215 Mt'llldow Crmse Drfw · South La~ Ta~ . CA 96160 Phone 530 544 6474. Fax 530 541-0614 BOARD AGENDA ITEM 6a TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: March 5, 2009 ITEM - PROJECT NAME: Ordinance No. 515-09: MTBE Ordinance Amendment REQUESTED BOARD ACTION: Enact Ordinance No. 515-09 amending Section 3.6.3 of Division 3 of the Administrative Code regarding limitations on the use of funds received from MTBE settlements. DISCUSSION: During the February 10th Finance Committee budget review meeting and the March 4th Board Workshop budget review meeting, there was discussion and desire to allow a lending of the MTBE Reserve funds to the Water Fund to complete certain waterline projects identified by the District. Ordinance 482-02, Section 3.6.3 restricts the use of the MTBE funds for the costs and expenses associated with addressing damages from MTBE contamination of groundwater resources and the Water System. Section 3.6.6 of the Ordinance states that Section 3.6 may be amended, modified or terminated by the District by no less than an affirmative vote of four of the District's five Board of Directors. Amending Ordinance 515-09 attached, will allow a one time lending, upon Board Resolution approval, of the MTBE funds to the Water Fund during Fiscal Year 2009/10, up to a maximum of $1,100,000. This is the only exception granted under the amending Ordinance. Any other future loans would require a change to the Ordinance language. SCHEDULE: NIA COSTS: NIA ACCOUNT NO: NIA BUDGETED AMOUNT REMAINING: NIA ATTACHMENTS: Ordinance No. 515-09 -31- Paul Hughes March 5, 2009 Page 2 CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YES-r NO -32- CATEGORY: Water ORDINANCE NO. 515-09 AN ORDINANCE OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT AMENDING SECTION 3.6.3 OF DIVISION 3 OF THE ADMINISTRATIVE CODE REGARDING LIMITATIONS ON THE USE OF FUNDS RECEIVED FROM MTBE SETTLEMENTS BE IT ENACTED by the Board of Directors of the South Tahoe Public Utility District, County of EI Dorado, State of California, as follows: SECTION I - POLICY AND PURPOSE The purpose of this Ordinance is to amend the District's Administrative Code to allow, upon Board approval, a one time lending from the MTBE Contamination Fund Reserve to the Water Fund during Fiscal Year 2009/10 for the purpose of completing certain waterline replacement projects. SECTION II - DEFINITIONS For the purpose of this Ordinance, the terms used herein are defined as follows: A. The District - The South Tahoe Public Utility District. B. The Board - The Board of Directors of the South Tahoe Public Utility District. C. Administrative Code - The compilation and codification of all of the Administrative, Water, Sewer, Street Lighting and Groundwater Management Plan Ordinances of the District, which establish the authority and the principles for decisions of the District, and provide the public with guidelines applicable to District operations. SECTION III - FINDINGS The Board of Directors of the South Tahoe Public Utility District, County ofEI Dorado, State of California, make the following findings: I. The District, in response to MTBE contamination of its groundwater supply source, initiated an action to recover damages related to this contamination and contamination of the District's Water System; 2. Based on the uncertainty of the cost and expense of addressing the MTBE contamination of the groundwater supply and Water System, the Board adopted Ordinance 482-02 added Administrative Code section 3.6.3 to ensure that funds received by the District as a result of that action were used responsibly and solely for addressing the damages from MTBE contamination; -33- 3. Administrative Code section 3.6.3 limits the use of the MTBE Contamination Fund to the costs and expenses of addressing damages from MTBE contamination, as described therein. Section 3.6.6 of the Administrative Code provides that section 3.6.3's limitations may be amended or modified by no less than an affirmative vote of four of the District's five Board of Directors; 4. The District desires to complete certain waterline replacement projects during Fiscal Year 2009/10 while pricing is favorable and very competitive. In order to fund those waterline replacement projects, the Board of Directors desires to allow a one- time borrowing by the Water Fund of a portion of the MTBE Contamination Fund. 5. Based on the MTBE Contamination Fund use restrictions in Administrative Code section 3.6.3, the Water Fund's borrowing from the MTBE Contamination Fund can be accomplished only through the amendment of section 3.6.3. 6. The Board desires to amend section 3.6.3 in order to allow a one time Water Fund borrowing from the MTBE Contamination Fund for the funding of certain waterline replacement projects during Fiscal Year 2009/10, by no less than an affirmative vote of four of the District's five Board of Directors approving the terms and repayment of such borrowing. 7. The Board of Directors has determined that it is in the best interest of the District and its customers to adopt this Ordinance, amending the Administrative Code to allow a one time lending from the MTBE Contamination Fund to the Water Fund to fund certain waterline replacement projects during Fiscal Year 2009/10. SECTION IV - SECTION 3.6.3 AMENDED TO DIVISION 3 OF THE ADMINISTRATIVE CODE Administrative Code Section 3.6.3 shall be amended to read as follows: "3.6.3 Use of MTBE Funds. The funds received by the District from the action shall be deposited in the MTBE Contamination Fund and, with the exception of the Fiscal Year 2009/10 lending described below, shall be used solely and exclusively for the costs and expenses associated with addressing damages from MTBE Contamination of groundwater resources and the Water System. These costs and expenses include, but shall not be limited to, the following: a. Capital costs for land, improvements to land, easements, buildings, building improvements, wells, replacement water supplies, water lines, vehicles, machines, equipment, and all other tangible or intangible assets that are used in operations; b. Operating costs such as public and private utility costs, chemicals and other supplies, consulting costs, lobbying, legal expenses and fees, and laboratory costs and supplies; Ordinance No. 515-09 MTBE Amendment Page 2 -34- c. District staff labor and related overhead costs; d. All costs related to borrowing of funds such as interest expense, loan fees and similar customary costs; and, e. Other related costs and expenses as determined by the District. Notwithstanding the use limitations described in this section 3.6.3, during Fiscal Year 2009/10, by no less than an affirmative vote of four of the District's five Board of Directors, the Water Fund may borrow up to $1,100,000 from the MTBE Contamination Fund to complete certain waterline replacement projects identified by the District. All funds borrowed will be repaid, along with accrued interest, subject to terms approved by no less than an affirmative vote of four of the District's five Board of Directors." SECTION VI - SEVERABILITY If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance and its implementing rules and regulations is for any reason held to be unconstitutional or invalid, such decision shall not affect the validity of the remaining portions of this Ordinance or the Administrative Code. The Board of Directors declares and determines that it would have passed section, subsection, subdivision, paragraph, sentence, clause or phrase thereof of this Ordinance and its implementing rules and regulations and the Administrative Code irrespective of the fact that anyone or more sections, subsections, subdivision, paragraphs, sentences, clauses or phrases may be determined to be unconstitutional or invalid. SECTION VII - EFFECTIVE DATE This Ordinance amending the above reference section to the Administrative Code shall take effect thirty (30) days after its passage. PASSED AND ADOPTED by the Board of Directors of the South Tahoe Public Utility District at its duly held regular meeting on the 5th day of March, 2009, by the following vote: AYES: NOES: ABSENT: A TIEST: Mary Lou Mosbacher, President South Tahoe Public Utility District Kathy Sharp, Clerk of the Board Ordinance No. 515-09 MTBE Amendment Page 3 -35- South Tahoe Public Utility District Genera' "b.~ Richard H. 501Urie Dir~ ErnieCt.wIlo J..~ R. ~ M.~lou~ Dalh ~ 1215 Msadow CI"6ei't Drive · South LakB Ta~ . CA 961!50 Phone 530 544-&474. Fsx 530 541.0614 BOARD AGENDA ITEM 6b TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: March 5, 2009 ITEM - PROJECT NAME: MTBE Reserve Fund REQUESTED BOARD ACTION: Adopt Resolution 2856-09 approving a lending of the MTBE Reserve Fund to the Water Fund, up to a maximum of $1,100,000. DISCUSSION: During the February 10th Finance Committee budget review meeting and the March 4th Board Workshop budget review meeting, there was discussion and desire to allow a lending of the MTBE Reserve funds to the Water Fund to complete certain waterline projects identified by the District. The Board has adopted Ordinance 515-09 amending Ordinance 482-02, Section 3.6.3, allowing a one time lending, upon Board Resolution approval, of the MTBE funds to the Water Fund during Fiscal Year 2009/10, up to a maximum of $1,100,000 to be repaid with accrued interest during Fiscal Year 2010/11. This is the only exception granted under the amending Ordinance. Any other future loan approvals would require amending the Ordinance language by no less than an affirmative vote of four of the District's five Board of Directors. The $1,100,000 of the loan proceeds would be available to complete waterline replacement projects. District staff is interested in moving forward with waterline replacement projects to take advantage of current favorable market pricing conditions. SCHEDULE: Loan proceeds available for FY 2009/10 with repayment in FY 2010/11 COSTS: Maximum MTBE Reserve loan amount is $1,100,000 ACCOUNT NO: NIA BUDGETED AMOUNT REMAINING: NIA ATTACHMENTS: Resolution No. 2856-09 -37- ~ Paul Hughes March 5, 2009 Page 2 CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YES-F-- NO -38- CATEGORY: Water 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 RESOLUTION NO. 2856-09 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT APPROVING A LENDING OF THE MTBE RESERVE FUND TO THE WATER FUND WHEREAS, current waterline replacement prices have decreased significantly from the prior year, and the District is in the position to move forward with certain waterline projects if funding were available; and WHEREAS, the Board of Directors has adopted Ordinance 515-09 amending Ordinance 482-02 Section 3.6.3 "Use of MTBE Funds", which will allow for a short term lending of the MTBE Funds to the Water Fund; and WHEREAS, the requested lending amount and repayment tenn will not affect the timeline or cash reserve available for the scheduled MTBE projects; and NOW, THEREFORE, BE IT RESOLVED, the Board of Directors of the South Tahoe Public Utility District authorizes a loan from the MTBE Reserve Fund to the Water Fund up to $1,100,000 for certain waterline replacement projects. The loan will be repaid during Fiscal Year 2010/11 upon the District's receipt of a $15,000,000 borrowing currently scheduled for the second half of Fiscal Year 2010/11, or earlier. Interest will accrue on the borrowed balance at a rate equal to the interest rate earned on the remaining MTBE Contamination Fund balance. This Resolution shall be effective upon the effective date of Amending Ordinance 515-09. /II III //1 1/1 /II -39- 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 WE, THE UNDERSIGNED, do hereby certify that the above and foregoing 2 Resolution was duly adopted and passed by the Board of Directors of the South Tahoe 3 Public Utility District at a regularly scheduled meeting held on the 5th day of 4 March, 2009 by the fOllowing vote: 5 6 7 8 9 1 AYES: NOES: ABSENT: Mary Lou Mosbacher, Board President South Tahoe Public Utility District ATTEST: Kathy Sharp, Clerk of the Board -40- South Tahoe Public Utility District General M.t11~ J::ichard H. Salp~ DifUtOn) EmleC'-uJ1o J.",. It Jonee M.ryLou ~ D.~ 12'75 MMdow Crest. Dr1v6 · South Lake Tahoe. CA 96160 PhOI18 530 544 6474. Fax 530 541-0614 BOARD AGENDA ITEM 6c TO: FROM: MEETING DATE: Board of Directors Paul A. Sciuto, Assistant General Manager/Engineer March 5, 2009 ITEM - PROJECT NAME: SonoralSki RunlAI Tahoe Waterlines REQUESTED BOARD ACTION: Authorize staff to advertise for bids. DISCUSSION: Staff has completed plans and specification for the above referenced project and is seeking the Board's approval to start advertising for bids. If the Board approves a loan from the MTBE Reserve Fund, the SonoralSki project will be bid with three additive alternates for the AI Tahoe Waterline totaling 6200 lineal feet and will be included in the SonoralSki Run project. If the borrowing from the MTBE Reserve Fund is not approved, only the Sonora/Ski Run Waterline project totaling 7000 lineal feet will be bid. The schedule for this project is as follows: · Advertise March 9, 2009 to April 7, 2009 · Mandatory Pre-bid Meeting March 24, 2009 · Open Bids April 7, 2009 · Board award contract to lowest responsive responsible bidder April 16, 2009 · Approximate Notice to Proceed April 30, 2009 · Start construction May 11, 2009 SCHEDULE: As soon as possible COSTS: $1,300,000 to $2,400,000 ACCOUNT NO: BUDGETED AMOUNT REMAINING: ATt' ACHMENTS: None CONCURRENce WITH REQUESTED ACTION: GENERAL MANAGER: YES flH.J CHIEF FINANCIAL OFFICER: YES ~ f CATEGORY: Water NO NO -41- South Tahoe Public Utility District GtlI1M'sl Man.tger Richard H. 501~ Di~ EmleCl.tudfo Ja"'H It Jorw Mar:Y Lou ~ Dafe ~ 1275 Meadow Cnset DrIve · South Lsm Tah~ . CA 96160 Phone 530 544-6414. Fax 5aO 541-0614 BOARD AGENDA ITEM 6d TO: FROM: Board of Directors Kathy Sharp, Executive Services Manager MEETING DATE: March 5, 2009 ITEM - PROJECT NAME: Board Policy Section 2130: Training, Education, and Conferences REQUESTED BOARD ACTION: (1) Direct staff to make additional modifications if desired, and (2) Approve amendments clarifying benefits derived from Board participation, and adding that Conflict of Interest Form 700 filers receive ethics training. DISCUSSION: (1) This policy has been amended to include benefits derived from Board members attending training, educational conferences, professional meetings, or other gatherings of value. (2) AB 1234 (Ethics Law) requires that the Board's policy designates which employees will obtain ethics training. Since it was first written in 2006, AB 1234 has been broadened to include staff who participate in decision making on behalf of the District. These are all the employees who file Form 700 under the District's Conflict of Interest Code. The suggested amendments to the existing policy are shown in underline and strikeout. If further consideration is necessary, this policy can be included in a future agenda packet to allow time for further review. SCHEDULE: ACCOUNT NO: BUDGETED AMOUNT REMAINING: ATTACHMENTS: Board Policy 2130 CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES ~ CHIEF FINANCIAL OFFICER: YES CATEGORY: General NO NO -43- South Tahoe Public Utility District Board Policy Manual 2130.10 Members of the Board are encouraged to attend educational conferences, professional meetings, or other aatherinas of value when the purposes of such activities are directly related to the Directors duties that will improve District operations. Attendance at such educational conferences, aRd-professional meetings or other aatherings are considered a part of an official's performance of their official duties for the District. Henoe, there is no limit to the numbef of Directors attending 0 particular oonferenoe or seminar when it is apparent that their attendance is benefioial to the District. The benefits include: 1. The oooortunity to discuss the community's concerns with reaional. state. and national aovernment officials on Districj positions: 2. Particioation in reaional. state. and national oraanizations whose activities affect the District: 3. Attendina educational seminars to imorove Board members' skills and information levels. 2130.11 "Junkets" (a tour or journey for pleasure at public expense, including social, recreational, and entertainment events), however, will not be permitted. 2130.20 It is the polioy of the South Tahoe Publio Utility District to enoourage Board de~lelopment and exoellenoe of performance by reimbursing expenses for tuition, travel, lodging and meals as 0 result of training, educational courses, partioipation with professional organizations, and attendance at 10001, state, and national oonferenoes not deemod unreasonable, by a majority of the Board. J\II reimbursement of actual and neoessary expenses sholl be pursuant to District Polioy 21 ~O. [Moved to Policy 2140.61 and amended] -45- ~ ...........-..,'.'.'...'..',....'..,..'............,...............'....,'............ ", ., ../', 't' . _ '.. 2130-2 2130.3~0 Attendanoe by Directors at assooiation oonferenoes are allowed. All atAef requests shall be approved by the Board of Directors prior to incurring any reimbursable costs and are subiect to the current approved budaet. 2130.4~0 Upon request, District administrative staff shall be responsible for making arrangements for per diem, travel, lodging and registration for Directors attending approved functio.ns. 2130.~0 Expenses to the District for Board of Directors' training, education and conferences should be kept to a minimum by utilizing recommendations for transportation and housing accommodations put forth by the District's Travel Policy. It should be borne in mind that public funds are being spent and that only a reasonable level of expense is warranted. Authorized business expenses shall not include costs associated with a Board member's spouse, family, or friends. 2130.~1 A director shall not attend a conference or training event for which there is an expense to the District if it occurs after they have announced their pending resignation, or if it occurs after an election in which it has been determined that they will not retain their seat on the Board. A Director shall not attend a conference or training event when it is apparent that there is no significant benefit to the District. 2130.650 Upon returning from seminars, workshops, or conferences where expenses are reimbursed by the District, Directors will either prepare a written report for distribution to the Board, or make a verbal report during the next regular meeting of the Board. Said report shall detail what was learned at the session(s) that will be of benefit to the District, and the total costs associated with the conference. Materials from the session( s) may be delivered to the District office to be included in the District library for the future use of other Directors and staff. 2130.70 Any disputed, unsubstantiated, inoomplete, or late oxpense reports 'NiII be submitted to tho Exeoutive Committee for resolution. [This is stated in Policy 2150.40] -46- 'atf.n.,--....ncf 2130-3 2130.8~O All District directors and designated staff shall receive two hours of training in general ethics principles and ethics laws relevant to public service within one year of election or appointment to the Board of Directors, and at least once every two years thereafter, pursuant to Government Code Sections 53234 through 53235.2. 2130.8~1 Staff members designated by the Board are as follow~ General Manager, ,^.ssistant General Manager, Chief Finanoe Offioer, and Clerk of the Board. Staff members desianated by the Board include all staff who are desianated filers of the Conflict of Interest Form 700. 2130.8~2 All ethics training shall be provided by entities who have consulted with the California Attorney General and the Fair Political Practices Commission. 2130.8~3 Directors and designated staff shall obtain proof of participation after completing the ethics training. 2130.8~4 District staff shall maintain records indicating both the dates that the directors completed the ethics training and the name of the entity that provided the training. These records shall be maintained for at least five years after directors receive the training, and are public records subject to disclosure under the California Public Records Act. 2130.8~5 District staff shall provide the Board of Directors with information on available training that meets the ethics training requirements of this policy at least once every year. 2130.8~6 Ethics training may consist of either a training course or a set of self-study materials with tests, and may be taken at home, in person, or online. 2130.8~7 Any District director that serves on the board of another agency is only required to take the training once every two years. Adoption Date: 6/18/92 Amended: 04/01/93 Amended: OS/21/98 Amended: 03/02106 -47- South Tahoe Public Utility District General ManaeM Richard H. 501Uri~ Dt~ EmleC~io J.mt'l!J It. Jone. M.a~ Lou ~her D~ R1ee 1215 Meadow C."et Drive · South Lake Tahoe. CA 9616C Phone 530 544 6474. Fax 530 041-0614 BOARD AGENDA ITEM 6e TO: FROM: Board of Directors Kathy Sharp, Executive Services Manager MEETING DATE: March 5, 2009 ITEM - PROJECT NAME: Board Policy Section 2140: Business Expense, Credit Card, Vehicle Use & Reimbursement Policy REQUESTED BOARD ACTION: (1) Direct staff to make additional modifications if desired; and (2) Approve amendments using Internal Revenue Services (IRS) guidelines for meal reimbursement rates, and identifying authorized expenses. DISCUSSION: AB 1234 (Ethics Law) requires that the Board adopt policies covering the reimbursement of authorized expenses relating to travel, lodging, meals, and other activities that Board members might incur in the course of performing their official duties. The government code also requires local agencies to specify what types of occurrences qualify for reimbursement. This policy has been amended to define authorized expenses under Section 2140.60. The per diem rates for meals required while traveling on District business are based on the Federal GSA published rates in the IRS Publication 1542. The rates are based on the travel destination city and range from $39 to $64 per day. (The IRS guidelines are already applied to mileage and lodging rates.) The suggested amendments to the existing policy are shown in underline and strikeout. If further consideration is necessary, this policy can be included in a future agenda packet to allow time for further review. SCHEDULE: ACCOUNT NO: BUDGETED AMOUNT REMAINING: ATTACHMENTS: Board Policy 2140 -49- .~ , Kathy Sharp March 5, 2009 Page 2 CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YES~ NO -50- CATEGORY: General South Tahoe Public Utility District Board Policy Manual 2140.10 The purpose of these guidelines and regulations is to furnish rules and procedures for members of the Board of Directors in incurring expenses for the purpose of furthering the interests of the District and for claiming reimbursements for such purposes. 2140.20 Expenditures for lodging, meals, transportation and other activities should provide for reasonable comfort and convenience. It should be borne in mind, however, that public funds are being spent and that only a reasonable level of expense is warranted. Authorized business expenses shall not include costs associated with a Board members' spouse. To receive reimbursement for out of pocket expenses Board Members must complete the District's Business Expense Report within 30 days after the end of the month in which the transaction took place. 2140.30 Since circumstances vary considerably in those instances where Directors must incur expenses, care by those incurring expenses, and supervision by those approving expense accounts is the most effective method of control over expenditures. When expenses that might be regarded as out of the ordinary are foreseen, instructions or approval should be sought by a majority of the Board before incurring the expense. 2140.40 A majority of the Board may reject or reduce claims for reimbursement resulting in any unauthorized expenses including but not limited to travel, inappropriate selection of class of transportation, lodging, or meals. Any disputed, unsubstantiated, incomplete or late expense reports may be submitted to the Executive Committee for consideration of extenuating circumstances. If the Executive Committee determines extenuating circumstances exist, they may approve the claim. -51- 'il ~ .' V.ft.~f' .~"~~fJ, 2140-2 2140.41 In the event an appeal is submitted by a member of the Executive Committee, the remaining Executive Committee member shall appoint one other Board Member to assist in resolving the appeal. 2140.50 Definitions: 2140.51 "Travel" shall mean attendance at meetings, conferences, or other functions on District business at other than the District headquarters or temporary headquarters or, normal meeting places or, in the Directors residences or places of business. 2140.52 "Overnight travel" shall mean travel which prevents Directors from spending their usual sleeping hours at their residences. 2140.53 "Business meal" shall be one in which Directors provide themselves and non-employees meals and beverages (except alcoholic beverages), ordinarily associated with normal eating customs under circumstances which are generally considered to be conductive to furthering the business of the District and where the subject matter of the discussion is of importance to the District. 2140.54 "Mileage reimbursement" shall mean the sum of business miles driven outside of the District's service boundaries (commuting expenses between a Board Member's residence and places of business within the District's service boundaries are not reimbursable; however, for the purpose of this section, mileage within Alpine County is considered to be outside of the District's service boundaries and shall be eligible for reimbursement) times the currently approved established Internal Revenue Service standard mileage rate to reflect reimbursement for the use of a personal vehicle. The Internal Revenue Service standard mileage rates are desianed to compensate the driver for aasoline. insurance. maintenance-/. and other expenses associated with oDerating the vehicle. This amount does not include bridae and road tolls. which are also reimbursable. The IRS standard mileage rate is a simplified -52- 2140.60 2140.61 2140.62 method usaBto oompute BeBuoIions for oar oxpenses i~::' of oaloulating the operating and fixed oosts (gasoline, . anoo, oto.). Mileage reimbursement claims shall be submitted per Section 2140.20. 2140.540 Directors who are paid mileage reimbursement for use of privately owned automobile for District business, shall possess a valid drivers license, and maintain insurance on such automobile with proper liability coverage. Authorized Expenses: [Moved here from Policy 2130] It is the policy of South Tahoe Public Utility District to encourage Board development and excellence of performance by reimbursing authorized expenses inourred for tuition, travel, lodging and meals as 0 result of training, eduoational oourses, partioipation ':lith professional organizations, and attondanoe at local, state, and national oonferenoes, not deemed unreasonable, by a majority of the Board. The followina tvoes of activities aenerallv constitute authorized exoenses: 1. Communicating with reoresentatives of regional, state and national governme~n District oositions: 2. Attendina educational seminars desianed to imorove officials' skills and information levels: 3. Particioatina in reaional. state and national oraaniza- tions whose activities affect the District's interests. Exoenses may include miscellaneous exoenses not soecificallv identified above. however a Board member reauesting reimbursement for miscellaneous exoenses n~ soecificallv identified above shall have the burden of establishina the oractical need for incurrina the exoense in order to conduct official duties. All reimbursement of exoenses shall be oursuant to District Policv 2140. -53- "'ill nl.~; Cr.~tl Card, Vehicle < '., (.a~t.) 2141-4 2140.6t~ Travel - Expenses may include District business telephone calls, District business meals, common carrier fares, rental of automobiles, parking fees, and mileage reimbursement for the use of personal automobiles as described in Section 2140.54 above. 2140.~ Overnight Travel - Expenses may include business telephone calls, including one telephone call per day to Director's family, common carrier fares, rental of automobiles, use of personal vehicles, meals and lodging, baggage handling and other expenses essential to the business of the District and the ordinary personal comfort of the traveler. Expenses incurred by any family members accompanying the Director are not reimbursable. 2140.632 Rental Vehicles - The rental of a vehicle while traveling on District business is allowable under this policy and can be arranged by the District in conjunction with a Directors' travel plans. Rental rates should be reasonable and economical. The use of rental vehicles should be coordinated among Directors traveling on District business to the same location. The use of hotel/airport shuttle buses or taxis, depending on the amount of expected business use, is encouraged. 2140.64~ Business Meal - Business meal expenses may inolude the cost of meals and be'/erages ordinarily assooiated \vith normal eating oustoms, exoept for alooholio beverages.[That definition is already in section 2140.53] Receiots for meals shall not be required. Per diem checks subject to the current Internal Revenue Service rate in effect at the time of travel for the primary destination will be issued orior to deoarture. Issuance of oer diem checks is the preferred method for meals. (View the oer diem rate for your orimarv destination at www.gsa.aov). Partial meal and incidental eXDense allowances can be oaid for multiole day conferences. seminars. and business that reauire oartial day travel. No meal allowance will be orovided if meals are included in the conference or trainina Dackaae. -54- 2140..5 Use of District credit card for trainino related travel is discouraoed. Should YOU decide to utilize vour credit caret: bear in mind that meals charoed to credit cards will onlv be allowed UP to the amount of the established Internal Revenue Service rate. Any overaoes must be repaid to the District uoon submittal of reimbursement reauest. A Director who provides a business meal for a guest or guests must provide on their expense report the guest or guests name or names and the business reason for the expense. 2140.667 Transportation - The type of transportation used shall be based on the lowest cost to the District after all costs are considered as follows: a. Travel by common carrier bus or train shall not be required; b. Air travel shall be by coach or economy class; c. Auto mileage reimbursement for personal auto use, or any form of transportation, for anyone trip in excess of 250 miles one way shall not exceed the sum of the following: (1) Round trip coach/economy air fare to the ultimate destination traveled; and, (2) The cost of travel (taxi, shuttle, rental car, other ground transportation) from home, to and from the departure airport, and to and from the arrival airport to the location of the business meeting, convention, etc. This travel transportation policy is not intended to cause excessive use of personal time to achieve the absolute lowest travel cost. Any Director who obtains an airline ticket paid by the District for the purpose of combining personal travel with District travel, or for travel with a family member, shall, prior to receipt of such tickets, make payment for the portion of cost attributed to personal travel or to the family member's travel. 2140.668 Accommodations - All hotel/motel accommodations will be made in accordance with the District travel policy except that when authorization to exceed 125% of the Internal Revenue Service room rates is needed it shall be approved by the -55- ~~~ IXPln'.f, 'mb.....ftl eifel. "...fcle ,.o.t.) 2140..8 Board President or in the Board President's absence, the Vice-President. No accommodations should exceed the cost of the conference host hotel. Documentation of the authoriza- tion shall accompany the credit card statement or Business Expense Report as appropriate. 2140.61,i Other reasonable expenses deemed in the best interest of the public and approved by the Board President will be reimbursable. In the event a request is submitted by the Board President, the Vice-President shall be responsible for authorizing the request. 2140.70 If neoessary, per diem funds will be advonoed to Direotors on tro'/ol status. ^ per diem oash advanoe requost form must be submitted in advanoe of the evont to allow prooessing time. The preferred method for Davment of travel and incidentals is oer diem. Per diem funds will be advanced to Directors on travel status. A comoleted travel form must be submitted in advance of the event to allow processing time. Should a oer diem be received that is ultimatelv not needed. that amount should be reoaid to the District upon return from travel. 2140.80 Use of a District Credit Card - District credit cards are to be used by Directors while acting in an official capacity for the District. Each Director will receive a copy of the District's Cal Card Procedures specifying the District's internal controls followed for credit cards. Use of a District credit card in any manner determined by the Board as inappropriate or outside of the established regulations could result in the loss of credit card privileges. Credit cards are issued to members of the Board by the District's accounting office after taking office. Credit cards may be retained by the Director until leaving office unless the Board President asks the Director to return the credit card at an earlier date. Credit cards retained at the District will be held by the accounting office for safe keeping. Use of the District credit cards for any personal expenses are disallowed. If, inadver- tently in the course of use of the credit cards, expenses that are unsubstantiated by receipts or not allowed under this policy are charged to the credit card, the amount will be identified and subtracted from the allowable total or if necessary a Director will be asked to reimburse the District. -56- , It Car., Vehicle e y (een") 214,..7 Monthly credit card statements will be given to each Board member for their review and signature. Once statements are distributed, they must be returned to accounts payable along with accompanying transaction receipts within five working days. 2140.90 Petty Cash - A petty cash fund exists for the purpose of advancing to or reimbursing Directors of the District for miscellaneous District expenses necessarily incurred in carrying out their duties. Requests for reimbursement must be accompanied by a receipt. Adoption Date: 7/2/98 Amended: 01/18/01 Amended: 03/16/06 Amended: -57- South Tahoe Public UtifityDistrict General Manll4t Richard H. 50lvri Dir&:tor EI'TIle ClJuIil. J~~. Jonm Mary Lou MoeNcM Da'6 Rll!Ic 1215 MMdow C.....e Drive · South LaktJ Tah~ . CA ae1fX Pho~ 530 544-6474 · Fax 530 541-00~ BOARD AGENDA ITEM 6f TO: FROM: Board of Directors Nancy Hussmann, Human Resources Director MEETING DATE: March 5, 2009 ITEM - PROJECT NAME: General Manager 2009 Salary Range REQUESTED BOARD ACTION: (1) Establish 2009 salary range for General Manager position; and (2) Authorize salary adjustment. DISCUSSION: The contract for the General Manager provides for a salary adjustment effective January 22, 2009, which shall be set between 95% and 105% of the survey maximum for the three industry surveys utilized for the General Manager position. All survey figures have been received and presented to the Executive Committee. The General Manager also met with the Executive Committee regarding his past and future goals. Due to the poor economy, the Executive Committee and the General Manager "negotiated that the salary range be set at 96.3% of the Salary Survey Average. This equates to a 2% salary adjustment, and in no way reflects poor performance on the part of the General Manager. The Salary Survey Average Maximum for 2009 is $15,641. Therefore, 96.3% of that average equates to $15,062 I maximum salary. The minimim point of the salary range is determined by reduc ng the maximum in 5% increments through six steps within the range. SCHEDULE: Notify payroll of salary adjustment retroacti e to January 22, 2009. COSTS: ACCOUNT NO: BUDGETED AMOUNT REMAINING: ATTACHMENTS: h)6~ ) :f -59- ,,1 Nancy Hussmann March 5, 2009 Page 2 CONCURRENCE WITH REQUESTED AC~ION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YESt- NO -60- CATEGORY: General PAYMENT OF CLAIMS FOR APPROVAL March 5, 2009 Payroll 2/25/09 Total Payroll BNY Western Trust Company CDS-health care payments Brownstein/HyatUFarberlSchreck legal services LaSalle Bank Union Bank Total Vendor EFT Accounts Payable Checks-Sewer Fund Accounts Payable Checks-Water Fund Accounts Payable Checks-Self-funded Insurance Accounts Payable Checks-Grants Fund Total Accounts Payable Grand Total Payroll EFTs & Checks EFT EFT EFT CHK EFT CHK EFT CHK EFT CHK AFLAC Medical & Dependent Care CA Employment Taxes & W/H Federal Employment Taxes & W/H CalPERS Contributions Great West Deferred Comp Stationary Engineers Union Dues United Way Contributions CA State Disbursement Unit Employee Direct Deposits Employee Paychecks Total -61- 2/25/09 591.99 16,083.45 93,501.82 28,133.19 16,441.71 2,376.73 142.00 460.15 205,807.69 13,445.54 376,984.27 376,984.27 376,984.27 0.00 91,324.64 33,258.07 0.00 0.00 124,582.71 378,463.34 224,272.47 0.00 0.00 602,735.81 1,104,302.79 Vendor Name A -1 CHEMICAL INC ACE HARDWARE OF SO LAKE TAHOE AERVOE- PACIFIC AERVOE- PACIFIC AFLAC AHERN RENTALS ALPEN SIERRA COFFEE ALPINE EYECARE LLC ALPINE EYECARE LLC ALPINE METALS AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY AMERIPRIDE UNIFORM SERVICES APOLLO PLUMBING & HTN,TERRY'S ARETE SYSTEMS ARETE SYSTEMS ASPEN PUBLISHERS INC. ASPEN PUBLISHERS INC. User: THERESA Report: OH_PMT_CLAIMS BK Deoartment / Proi Name GEN & ADMIN ELECTRICAL SHOP CUSTOMER SERVICE CUSTOMER SERVICE GEN & ADMIN HEAVY MAINT FINANCE CUSTOMER SERVICE CUSTOMER SERVICE FINANCE FINANCE PAYMENT OF CLAIMS Npsdatign OFFICE INVENTORY SMALL TOOLS SHOP SUPPLIES SHOP SUPPLIES SUPP INS W/H SHOP SUPPLIES OFC SUPPLY ISSUE SAFETY /EQUIP /PHY SAFETY/EQUIP /PHY HEAVY MAINT SHOP SUPPLIES LABORATORY LABORATORY GEN & ADMIN UNDERGROUND REP PIPE/CVRS /MHLS DUES/MEMB /CERT DUES /MEMB /CERT UNIFORM PAYABLE ENGINEERING - GIS SOFTWARE ARETE, GIS INFORMATION SYS SOFTWARE, CMMS PRINTING PRINTING Page: 1 Acct# / Por i Code 1000 - 0428 Check Total: Check Total: Amount Check Num ha 119.72 119.72 AP -00072049 MVI 1003 - 6073 21.32 21.32 AP -00072050 M 1038 - 6071 696.96 2038 - 6071 696.96 Check Total: 1,393.92 AP- 0007205I M 1000 - 2532 927.28 Check Total: 927,28 AP- 00072052 MW 1004 - 6071 26.92 Check Total: - - 26 - 92 AP- 00072053 MW 1039 - 6081 192.25 Check Total: 192.25 AP -00072054 MW 1038 - 6075 168.00 2038 - 6075 168.00 Check Total: 336.00 AP-00072055 MW 1004 - 6071 89.15 Check Total: 89.15 AP -00072056 MW 1007 - 6250 160.00 2007 - 6250 160.00 Check Total: _ 320.00 AP -00072057 MW 1000 - 2518 985.63 Check Total: 985.63 AP- 00072058 MW 1001 - 6052 255.00 Check Total: 255.00 AP- 00072059 MW 2029 - 8937 - GISSFT 1,312.50 2037 - 8982 1 ,732.50 Check Total: 3 045_00 AP 00072060 M W 1039 - 4920 86.98 2039 - 4920 86.98 173.96 AP -00072061 M W Check Total: Current Date: 02/25/2009 Current Time: 14:50:55 V odor Narn�e AT &T /CALNET 2 AT &T /CALNET 2 AT &T /CALNET 2 AT &T /CALNET 2 AT &T /CALNET 2 AT &T /CALNET 2 AT &T /CALNET 2 BARTON HEALTHCARE SYSTEM BARTON HEALTHCARE SYSTEM BARTON HEALTHCARE SYSTEM BB &H BENEFIT DESIGNS BB &H BENEFIT DESIGNS BI $,ATE PROPANE BROWN & CALDWELL CONSULTANTS CALIF WATER AWARENESS CAMPGN CAPITAL RUBBER CO LTD CAPITOL WEBWORKS LLC CAPITOL WEBWORKS LLC CAROLLO ENGINEERS CAROLLO ENGINEERS CDW - G CORP CDW - G CORP User: THERESA Report: OH_PMT CLAIMS BK fie artment / Prni Nom... GEN & ADMIN PUMPS OPERATIONS INFORMATION SYS GEN & ADMIN PUMPS INFORMATION SYS OPERATIONS FINANCE FINANCE HUMAN RESOURCES HUMAN RESOURCES UNDERGROUND REP ENGINEERING - COLL SYS MASTER DIO - PR EXP- EXTERNAL PUMPS DIO DIO ENGINEERING - TWIN PEAKS BS ENGINEERING - ARSENIC STUDY OPERATIONS - PLANT SCADA INFORMATION SYS PAYMENT OF CLAIMS Page: 2 notion TELEPHONE TELEPHONE TELEPHONE TELEPHONE TELEPHONE TELEPHONE TELEPHONE SAFETY/EQU I P/PHY SAFETY/EQUIP/PHY SAFETY /EQUIP /PHY CONTRACT SERVICE CONTRACT SERVICE PROPANE COLL SYS MST PLN PUB RELATIONS PUMP STATIONS CONTRACT SERVICE CONTRACT SERVICE BSTR, TWN PEAKS ARSNC TRTMNT PLNTSCADA SYSTEM DIST.COMP SPPLIS Acct# / proi ode 1 000 - 6310 1002 - 6310 1 006 -6310 1037 - 6310 2000 - 6310 2002 - 6310 2037 - 6310 1006 - 6075 1039 -6075 2039 - 6075 1022 - 4405 2022 - 4405 2001 - 6360 Check Total: 1029 - 8721 - CSMSPL Check Total: 2027 - 6620 - PREEXT Check Total: 2002 - 6051 1027 - 4405 2027 - 4405 Check Total: Check Total: Check Total: Check Total: Check Total: 2029 - 7070 - TPBSTR 2029 - 8864 - ARSNIC Check Total: 1006 - 8328 - PSCADA 1037 - 4840 Current Date: 02/25/2009 Current Time: 14:50:55 A tN Chech m Tvoe 15.41 86.93 29.62 82.66 15.40 41.90 82.65 354.57 AP- 00072062 MW 134.00 89.50 89.50 _. 313.00 AP -00072063 MW 624.50 624.50 1249_00 AP -00072064 MW 78.36 78.36 AP -00072065 MW 43,967.45 43 967.45 AP -00072066 MW 500.00 500.00 AP -00072067 MW 262.19 262.19 AP -00072068 MW 70.00 70.00 140_00 AP -00072069 MW 84,024.19 12,631.35 96 655.54 AP -00072070 MW 3,781.14 516.51 Vendor Name Department ! Proi Name alaFedatism CDW - G CORP INFORMATION SYS Act !Pro Cod Amount Check Num Type SERVER, IFAS 1037 - 8981 CDW - G CORP INFORMATION SYS 1,331.79 DIST.COMP SPPLIS 2037 - 4840 516.50 Check Total: _6 145.94 AP -00072071 Mq CHIEFFO, MIKE HEAVY MAINT TRAVEUMEETINGS 1004 - 6200 30.80 User: THERESA Report: OH_PMT_CLAIMS BK PAYMENT OF CLAIMS Page: 3 Check Total: 30.80 AP- 00072072 MW CITY NATIONAL BANK GEN & ADMIN - EFFLUENT EVAL CONST RETAINAGE 1000 - 2605 - EFFLEV 2,126.71 Check Total: 2,126,71 AP- 00072073 MW CLAUDIO, ERNIE BOARD OF DIR TRAVEUMEETINGS CLAUDIO, ERNIE 1019 - 6200 21.50 BOARD OF DIR TRAVEUMEETINGS 2019 - 6200 21.50 Check Total: 43.00 AP -00072074 MW COMPLIANCE POSTER COMPANY HUMAN RESOURCES SUBSCRIPTIONS 1022 -4830 125.55 COMPLIANCE POSTER COMPANY HUMAN RESOURCES SUBSCRIPTIONS 2022 -4830 125.55 Check Total: 251.10 AP- 00072075 MW CREEK ENVIRONMENTAL LABS LABORATORY - ALP CO MTBE CONT MONITORING 1007 - 6110 - ACMTBE 340,00 Check Total: 340.00 AP -00072076 MW CWE4 SIERRA SECTION LABORATORY TRAVEL/MEETINGS 1007 - 6200 67.50 CW A SIERRA SECTION LABORATORY TRAVEL/MEETINGS 2007 - 6200 67.50 Check Total: 135.00 AP- 00072077 MW DICK'S FULLER - HEAVY MAINT MOBILE EQUIP 1004 -6012 195.34 Check Total: 195.34 AP- 00072078 MW DIVERSIFIED SYSTEMS INTNL INC ELECTRICAL SHOP BUILDINGS 1003 -6041 254.07 Check Total: 254.07 AP-00072079 MW DOUG VEERKAMP GEN ENGINEERING GEN & ADMIN - WTRLN, JULIE LN CONST RETAINAGE 2000 - 2605 - JULIE7 39,287.71 Check Total: 39,287.71 AP-00072080 MW DOUGLAS DISPOSAL GEN & ADMIN REFUSE DISPOSAL 1000 - 6370 20.12 Check Total: 20.12 AP- 00072081 MW EL DORADO COUNTY ENGINEERING - C CLUB TNK REPL TANK, COUNTRY CL EL DORADO COUNTY 2029 - 7063 - CLUBTK 68,00 ENGINEERING - WL,GRANITE /IRON WL,GRANITE MTN 2029 - 7069 - GRANWL 68.50 Check Total: 136.50 AP 00072082 M W ELECTRICAL EQUIPMENT CO INC ELECTRICAL SHOP VFD, TALLAC (2) 1003 - 8909 8,884.55 Check Total: __13,884.55 AP -00072083 MW Current Date: 02/25/2009 Current Time: 14:50:55 PAYMENT OF CLAIMS Vendor Name Deoartrnent / Proi Name EMPIRE SAFETY & SUPPLY UNDERGROUND REP plindplion / Pr Code EMPIRE SAFETY & SUPPLY SAFETY /EQUIP /PHY Amount Check rum Tyke UNDERGROUND REP 1001 - 6075 398.05 SAFETY /EQUIP/PHY 2001 - 6075 323.25 ENTRIX INC ENGINEERING - SUT WELL REDRILL SUT WELL REDRILL 2029 - 8463 - RWSUTR 860.67 EQUIPCO LABORATORY _ Total: LABORATORY EQUIP 860.67 AP 00072085 MW EQUIPCO LABORATORY 1007 - 6025 LABORATORY EQUIP 328.35 2007 -6025 328.35 FAST FABRICATORS LLC PUMPS Check Total: _g —�0 AP- 00072086 MW PUMP STATIONS 1002 - 6051 563.53 Check Total: 563.53 AP 00072087 M W Check Total: 721.27 AP- 00072084 MW FASTFRAME OPERATIONS OFFICE SUPPLIES 1006 - 4820 334.43 Check Total: — -- - 334,43 AP- 00072088 MW FEDEX DIO FEDEX POSTAGE EXPENSES 1027 - 4810 DIO POSTAGE EXPENSES 18.13 FEDEX 2027 -4810 18.13 i ENGINEERING - ARSENIC STUDY ARSNC TRTMNT o, 2029 -8864 - ARSNIC 11.88 Ln FERGUSON ENTERPRISES INC. PUMPS Check Total: 48.14 AP- 00072089 MW FERGUSON ENTERPRISES INC. SHOP SUPPLIES 1002 - 6071 HEAVY MAINT GROUNDS & MNTC 1.10 1004 - 6042 14.34 FERGUSON ENTERPRISES INC. PUMPS FERGUSON ENTERPRISES INC. SHOP SUPPLIES 2002 - 6071 HEAVY MAINTENANC BUILDINGS 1.10 2004 - 6041 19.69 FISHER SCIENTIFIC LABORATORY Check Total: 36.23 AP- 00072090 MW FISHER SCIENTIFIC LAB SUPPLIES 1007 - 4760 LABORATORY LAB SUPPLIES 291.40 2007 - 4760 227.88 Check Total: 519.28 AP- 00072091 MW GFS CHEMICAL LABORATORY GFS CHEMICAL LAB SUPPLIES 1007 - 4760 LABORATORY LAB SUPPLIES 61.15 2007 - 4760 105.27 GRAINGER GEN & ADMIN Check Total: _ 166.42 AP- 00072092 MW GRAINGER JANIT /SUPPLY INV 1000 - 0422 HEAVY MAINT BUILDINGS 232.74 GRAINGER HEAVY MAINT 136.73 1004 - 6041 GRAINGER GROUNDS & MNTC 1004 - 6042 EXPORT/FRCE MAIN HEAVY MAINT 587.70 1004 - 6047 134.52 User: THERESA Report: OH_PMT CLAIMS BK Page: 4 Current Date: 02/25/2009 Current Time: 14:50:55 Vendor Name GRAINGER GRAINGER HACH - GLI International HACH - GLI Intemational User: THERESA Report: OH_PMT_CLAIMS BK Department / Proi Name PUMPS HEAVY MAINTENANC LABORATORY LABORATORY PAYMENT OF CLAIMS Page: 5 Araajgn PUMP STATIONS BUILDINGS A / Proi Code 2002 - 6051 2004 - 6041 Amount 157.56 360.60 Check Total: _1,609.85 AP -00072093 M LABORATORY EQUIP 1007 - 6025 174.60 LABORATORY EQUIP 2007 - 6025 201.56 HARTFORD, THE GEN & ADMIN Check Total: 376.16 AP- 00072094 MW LIFE INS HARTFORD, THE GEN & ADMIN 1000 - 2512 1,706.73 LTD, UNION 1000 - 2539 1,795.17 HAUGE BRUECK ASSOCIATES LLC ENGINEERING - DVR EIR Check Total: k501.90 AP- 00072095 MW DIAM VLY MP /EIR 1029 - 8725 - DVREIR HAUGE BRUECK ASSOCIATES LLC ENGINEERING - ARSENIC STUDY 12,307.23 ARSNC TRTMNT 2029 - 8864 - ARSNIC 699.00 HENDERSON, DEBBIE Check Total: 13 00006.23 AP- 00072096 MW FINANCE TRAVEL/MEETINGS 1039 - 6200 HENDERSON, DEBBIE FINANCE 106.50 TRAVEL/MEETINGS 2039 - 6200 106.50 1 Check Total: 213.00 AP- 00072097 MW Hog OF CALIFORNIA EQUIPMENT REP AUTOMOTIVE 1005 -6011 113.28 HOL1r OF CALIFORNIA EQUIPMENT REPAIR AUTOMOTIVE 2005 -6011 180.75 Check Total: 294.03 AP -00072098 MW IDEXX DISTRIBUTION CORP. LABORATORY LAB SUPPLIES 1007 - 4760 72.79 IDEXX DISTRIBUTION CORP. LABORATORY LAB SUPPLIES 2007 - 4760 71.11 Check Total: 143.90 AP 00072099 MW INTERNATIONAL MAILING EQUIP CUSTOMER SERVICE OFFICE SUPPLIES 1038 -4820 110.28 INTERNATIONAL MAILING EQUIP CUSTOMER SERVICE OFFICE SUPPLIES 2038 -4820 110.28 J &L PRO KLEEN INC Check Total: 220.56 AP -00072100 MW FINANCE JANITORIAL SERV 1039 - 6074 J &L PRO KLEEN INC FINANCE 1,603.50 JANITORIAL SERV 2039 - 6074 1,603.50 LAKE VALLEY FIRE DISTRICT Check Total: 3 207.00 AP 00072101 MW PUMPS LAND & BUILDINGS 2002 - 5010 5,049.42 Check Total: 5049.42 AP- 00072102 MW MC MASTER CARR SUPPLY CO PUMPS MC MASTER CARR SUPPLY CO 404.76 PUMP STATIONS PUMPS 1002 - 6051 SHOP SUPPLIES 1002 - 6071 60.86 Current Date: 02/25/2009 Current Time: 14:50:55 Check Num TVpe yglosisithign MC MASTER CARR SUPPLY CO MC MASTER CARR SUPPLY CO MC MASTER CARR SUPPLY CO MC MASTER CARR SUPPLY CO METROTECH INC MORSE, DONIELLE MORSE, DONIELLE MUNICIPAL FINANCIAL SERVICES MY OFFICE PRODUCTS NETVAD NE1 AD NEVADA GENERATOR SYSTEMS OFFICE MAX OFFICE MAX OFFICE MAX OFFICE MAX OFFICE MAX OFFICE MAX ONTRAC ONTRAC User: THERESA Report: OH_PMT CLAIMS BK D Pattment / Proj Name PUMPS PUMPS PUMPS PUMPS CUSTOMER SERVICE FINANCE FINANCE GEN &ADMIN INFORMATION SYS INFORMATION SYS PUMPS NORTHERN CA BACKFLOW PREV ASSO CUSTOMER SERVICE GEN & ADMIN UNDERGROUND REP ENGINEERING FINANCE ENGINEERING FINANCE ENGINEERING - EFFLUENT EVAL LABORATORY PAYMENT OF CLAIMS Page: 6 SMALL TOOLS PUMP STATIONS SHOP SUPPLIES SMALL TOOLS SMALL TOOLS TRAVEL/MEETINGS TRAVEL/MEETINGS ENGINEERING - HV VLY ADDL WTR CONTRACT SERVICE OFFICE INVENTORY CONTRACT SERVICE CONTRACT SERVICE GEN,FOREST MTN DUES /MEMB /CERT OFFICE INVENTORY OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES OFFICE SUPPLIES REP EXP PUMPS POSTAGE EXPENSES Acct# / Proi _9ge 1002 - 6073 2002 - 6051 2002 - 6071 2002 - 6073 2038 - 6073 1039 - 6200 2039 - 6200 1000 - 0428 1037 - 4405 2037 - 4405 2002-7073 2038 - 6250 1000 - 0428 1001 - 4820 1029 - 4820 1039 - 4820 2029 - 4820 2039 - 4820 Check Total: Check Total: Check Total: 2029 - 4405 - HVNWTR Check Total: Check Total: Check Total: Check Total: Check Total: Check Total: 1029 - 8676 - EFFLEV 2007 -4810 Check Total: Current Date: 02/25/2009 Current Time: 14:50:55 Amount 144.51 885.77 131.06 144.56 1,771.52 323.01 323.01 27.50 27.50 55.00 8,560.00 8 560.00 389.97 389.97 C ck Num Tvoe AP -00072104 MW AP- 00072105 MW AP -00072106 MW AP-00072107 MW AP- 00072108 MW 187.50 187.50 375.00 AP -00072109 MW 32,700.00 _32 700.00 AP- 00072110 MW 20.00 20.00 AP- 00072111 MW 1,263.18 109.42 25.56 38.25 25.60 38.23 1500.24 AP -00072112 MW 9.00 16.50 25.50 AP- 00072113 MW Vendor Name PACIFIC MECHANICAL CORP PACIFIC MECHANICAL CORP PETTY CASH PETTY CASH PETTY CASH PETTY CASH PETTY CASH PETTY CASH PETTY CASH PETTY CASH PETTY CASH PINE CONE ACRE MOTEL PRAXAIR 174 PRAXAIR 174 PRAXAIR 174 PRAXAIR 174 PRIETO, ANTONIO QUALITY CONTROL SERVICES QUALITY CONTROL. SERVICES RED WING SHOE STORE RENO GAZETTE- JOURNAL RSN SPORTS NETWORK RSN SPORTS NETWORK User: THERESA Report: OH_PMT CLAIMS BK Department / Proi Name GEN & ADMIN - EFFLUENT EVAL ENGINEERING - EFFLUENT EVAL PUMPS HEAVY MAINT ADMINISTRATION PUMP STATIONS TRAVEL/MEETINGS INCNTV & RCGNTN DIAMOND VLY RNCH - DVR NUTRIENT MGM NUTR MGMT PLAN FINANCE UNDERGROUND REP ADMINISTRATION DIO FINANCE UNDERGROUND REP PUMPS HEAVY MAINT ENGINEERING - ICR TMDL PUMPS UNDERGROUND REP LABORATORY LABORATORY UNDERGROUND REP ENGINEERING - ARSENIC STUDY DIO - PR EXP- EXTERNAL DIO - PR EXP - EXTERNAL PAYMENT OF CLAIMS Page: 7 Description CONST RETAINAGE REP EXP PUMPS OFFICE SUPPLIES TRAVEUMEETINGS INCNTV & RCGNTN TRAVEUMEETINGS OFFICE SUPPLIES STANDBY ACCOMODA SMALL TOOLS SHOP SUPPLIES O2SYS/TMDL,ICR SMALL TOOLS TRAVEUMEETINGS LABORATORY EQUIP LABORATORY EQUIP SAFETY /EQUIP /PHY ARSNC TRTMNT PUB RELATIONS PUB RELATIONS Acct# / Proi Code Amount Check Num Type 1000 - 2605 - EFFLEV - 2,126.71 1029 - 8676 - EFFLEV 142,355.09 Check Total: 140 228.38 AP -00072114 MW 1002 - 6051 10.00 1004 - 6200 10.00 1021 - 6621 24.99 1028 - 8993 - DVRNUT 50.00 1039 - 4820 1.51 2001 - 6200 102.00 2021 - 6621 24.99 2027 - 6200 100.00 2039 - 4820 1.50 Check Total: 324.99 AP- 00072115 MW 2001 - 6083 250.00 Check Total: 250.00 AP- 00072116 MW 1002 - 6073 7.41 1004 - 6071 143.32 1029 - 8605 - ICTMDL 124.69 2002 - 6073 7.41 Check Total: - __ 282.83 AP -00072117 MW 2001 - 6200 33.00 Check Total: 33.00 AP -00072118 MW 1007 - 6025 37.50 2007 - 6025 37.50 Check Total: 75.00 AP- 00072119 MW 2001 - 6075 160.28 Check Total: 160.28 AP-00072120 MW 2029 - 8864 - ARSNIC 133.01 Check Total: 133.01 AP- 00072121 MW 1027 - 6620 - PREEXT 730.63 2027 - 6620 - PREEXT 730.62 Current Date: 02/25/2009 Current Time: 14:50:55 Vendor Nerve RUDE BROS BAGEL RUTHERDALE, JEREMY RUTHERDALE, JEREMY SAFETY CENTER INC SAFETY CENTER INC SIERRA CHEMICAL CO SIERRA FOOTHILL LABORATORY SIERRA NEVADA MEDIA GROUP SIERRA NEVADA MEDIA GROUP SIEPA NEVADA MEDIA GROUP SIERRA NEVADA MEDIA GROUP SIERRA NEVADA MEDIA GROUP SIERRA PACIFIC POWER SIERRA PACIFIC POWER SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS User: THERESA Report: OH_PMT CLAIMS BK OPERATIONS - ER TRAINING PUMPS PUMPS UNDERGROUND REP UNDERGROUND REP PUMPS GEN & ADMIN GEN & ADMIN P Da ent / Proi Name ENGINEERING - ICR TMDL HUMAN RESOURCES LABORATORY HUMAN RESOURCES ENGINEERING - ANGORA TNK REPL ENGINEERING - ARSENIC STUDY UNDERGROUND REP PUMPS ELECTRICAL SHOP HEAVY MAINT EQUIPMENT REP OPERATIONS DIAMOND VLY RNCH CUSTOMER SERVICE UNDERGROUND REP PUMPS PAYMENT OF CLAIMS Naragign TRAVEL/MEETINGS TRAVEL/MEETINGS TRAVEL/MEETINGS TRAVEUMEETINGS TRAVEUMEETINGS HYPOCHLORITE O ADS /LGL NOTICES SFTWR, LIMS ADS /LGL NOTICES TANK, ANGORA ARSNC TRTMNT ELECTRICITY ELECTRICITY SUPPLIES SUPPLIES SUPPLIES SUPPLIES SUPPLIES SUPPLIES SUPPLIES SUPPLIES SUPPLIES SUPPLIES Page: 8 Accts! / Pr -02 Check Total: 1006 - 6200 - 911TRN Check Total: 1002 - 6200 2002 - 6200 1001 - 6200 2001 - 6200 2002-4755 Check Total: 1029 - 8605 - ICTMDL Check Total: 1022 - 4930 2007 - 8622 2022 - 4930 2029 - 7064 - ANGOTK 2029 - 8864 - ARSNIC Check Total: 1000 - 6330 2000 - 6330 1001 - 6520 1002 - 6520 1003 - 6520 1004 - 6520 1005 - 6520 1006 - 6520 1028 - 6520 1038 - 6520 2001 - 6520 2002 - 6520 Check Total: Check Total: Check Total: Current Date: Current Time: Amount 1,461.25 52.00 52.00 48.40 48.40 96.80 600.00 600.00 _ 1.200.00 271.37 - 271.37 195.00 195.00 605.01 58.38 605.00 118.76 161.91 1549.06 69,017.08 20,519.64 89 536.72 24.26 1.62 8.09 24.26 8.09 24.26 8.09 8.09 24.26 6.41 02/25/2009 14:50:55 Chetz —h k Num Tvne AP -00072122 MW AP- 00072123 MW AP- 00072124 MW AP -00072125 AP -00072126 AP- 00072127 MW MW MW AP -00072128 MW AP -00072129 MW Vendor Name SIERRA SPRINGS SIERRA SPRINGS SIERRA SPRINGS SOUTH TAHOE REFUSE SOUTH TAHOE REFUSE SOUTH TAHOE REFUSE SOUTHWEST GAS SOUTHWEST GAS STANLEY, WANDA STANLEY, WANDA STANTEC CONSULTING INC STANTEC CONSULTING INC STAITITEC CONSULTING INC STANTEC CONSULTING INC SUBSTITUTE PERSONNEL & SUBSTITUTE PERSONNEL & SUBSTITUTE PERSONNEL & SUBSTITUTE PERSONNEL & TAHOE BASIN CONTAINER SERVICE TAHOE BASIN CONTAINER SERVICE TAHOE BLUEPRINT TAHOE BLUEPRINT TAHOE PARADISE CHEVRON User: THERESA Report: OH_PMT_CLAIMS BK Department / Proi Name ELECTRICAL SHOP EQUIPMENT REPAIR CUSTOMER SERVICE GEN & ADMIN GEN & ADMIN PUMPS GEN & ADMIN GEN & ADMIN ENGINEERING - LT WTRTRT PTSHP ENGINEERING - LT WTRTRT PTSHP ENGINEERING - EFFLUENT EVAL ENGINEERING - DVR EIR ENGINEERING - WTRLN, GLEN RD ENGINEERING - WTRLN,AL TAHOE HUMAN RESOURCES ENGINEERING HUMAN RESOURCES ENGINEERING GEN & ADMIN OPERATIONS ENGINEERING - BIJOU MEADOWS ER ENGINEERING - BIJOU MEADOWS ER UNDERGROUND REP PAYMENT OF CLAIMS Page: 9 I5crit>tion SUPPLIES SUPPLIES SUPPLIES REFUSE DISPOSAL REFUSE DISPOSAL GROUNDS & MNTC NATURAL GAS NATURAL GAS TRAVEL/MEETINGS TRAVEL/MEETINGS REP EXP PUMPS DIAM VLY MP /EIR WTLN, GLEN RD WTLN, AL TAHOE CONTRACT SERVICE CONTRACT SERVICE CONTRACT SERVICE CONTRACT SERVICE REFUSE DISPOSAL SLUDGE DISPOSAL OFFICE SUPPLIES OFFICE SUPPLIES DIESEL Acct# / Proi Co e 2003 - 6520 2005 - 6520 2038 - 6520 1000 - 6370 2000 - 6370 2002 - 6042 1000 - 6350 2000 - 6350 Check Total: 1029 - 6200 - LTWWIP 2029 - 6200 - LTWWIP Check Total: 1029 - 8676 - EFFLEV 1029 - 8725 - DVREIR 2029 - 8714 - GLENWL 2029 - 8811 - ATWL08 Check Total: 1022 - 4405 1029 - 4405 2022 - 4405 2029 - 4405 1000 - 6370 1006 - 6652 Check Total: Check Total: Check Total: Check Total: 1029 - 4820 - ECBIJM 2029 - 4820 - ECBIJM Check Total: 2001 - 4620 Current Date: 02/25/2009 Current Time: 14:50:55 Amount Check Num Type 8.09 8.09 8.09 161.70 AP -00072130 MR 3,106.08 207.42 9.45 3,322.95 AP 00072131 MW 170.64 165.11 33515 AP- 00072132 MW 30.47 30.46 60.93 AP -00072133 MW 23,558.43 30,715.33 664.10 525.00 55462.86 AP - 00072134 MW 1,424.85 333.71 1,424.85 333.71 3,517.12 AP 00072135 MW 812.96 10,353.89 11,166.85 AP -00072136 MW 5.36 5.36 10.72 AP- 00072137 MW 288.03 Vendor Name attm D@c ent / Prei i me ri i Acct# ! Proi -ode Amount glitra Num Tvoe Check Total: 288.03 AP- 00072138 MP TAHOE TRADING POST OPERATIONS SAFETY/EQUIP /PHY 1006 - 6075 301.31 Check Total: 301.31 AP- 00072139 Mq TRPA ENGINEERING - ARSENIC STUDY ARSNC TRTMNT 2029 - 8864 - ARSNIC 76.00 UNITED PARCEL SERVICE GEN &ADMIN Check Total: POSTAGE EXPENSES 76.00 AP 00072048 MA UNITED PARCEL SERVICE GEN & ADMIN 1000 - 4810 200 POSTAGE EXPENSES 500.00 2000 -4810 500.00 Check Total: _ 1,000.00 AP- 00072140 MW USA BLUE BOOK OPERATIONS LAB SUPPLIES 1006 - 4760 264.47 Check Total: 264.47 AP- 00072141 MW VERIZON DIAMOND VLY RNCH TELEPHONE 1028 - 6310 224.14 WATER ENVIRONMENT FEDERATION ELECTRICAL SHOP Check Total: _224.14 AP- 00072142 MW DUES/MEMB /CERT 1003 - 6250 217.00 WATER WORKS IND SOLUTIONS LLC UNDERGROUND REP Check Total: 217.00 AP- 00072143 MW WAR WORKS IND SOLUTIONS LLC UNDERGROUND REP TRAVEUMEETINGS 1001 - 6200 TRAVEUMEETINGS 39.94 2001 - 6200 124.95 WECO INDUSTRIES INC Check Total: _ 89 AP 00072144 MW UNDERGROUND REP 164 SHOP SUPPLIES 1001 - 6071 420.31 WEDCO INC ELECTRICAL SHOP Check Total: 420_31 AP- 00072145 MW WEDCO INC BUILDINGS 1003 -6041 ELECTRICAL SHOP BUILDINGS 266.14 2003 - 6041 371.98 WESTERN NEVADA SUPPLY PUMPS Check Total: 638.12 AP 00072146 SHOP SUPPLIES MW WESTERN NEVADA SUPPLY PUMPS 1002 -6071 85.19 SHOP SUPPLIES 2002 - 6071 85.18 WINZLER & KELLY CONSULT ENGRS OPERATIONS - MAP UG UTILITIES Check Total: 170.37 AP- 00072147 MW PLANT GIS 1006 - 8921 - GISMAP 2,463.50 WOOD RODGERS INC DIAMOND VLY RNCH - DVR NUTRIENT MGl NUTR MGMT PLAN Check Total: 2_,463.50 AP -00072148 MW 1028 - 8993 - DVRNUT 1,698.75 ZEE MEDICAL INC GEN &ADMIN Check Total: 1 698.75 AP- 00072149 MW ZEE MEDICAL INC SAFETY /EQUIP/PHY 1000 - 6075 SAFETY/EQUIP /PHY GEN & ADMIN 265.74 2000 - 6075 265.74 User: THERESA Report: OH BK PAYMENT OF CLAIMS Page: 10 Current Date: 02/25/2009 Current Time: 14:50:55 Vendor Name Department / Proi Name PAYMENT OF CLAIMS User: THERESA I I Report: OH_PMT_CLAIMSBK Page: rtsiom Acct# Proi Code Check Total: Grand Total: 604,853.00 wo*at filad*L. Aso* 0 40011100.040001 LL arianst earn= lIfe,165AM. Current Date: 02/25/2009 Current Time: 14:50:55 Mount Check Num Type 531.48 AP-00072150 0 Szuth 'Mire 'ILE, FEB 42 , P.U.D. 11:43 Check Rayee ID. AP00070389 100 2 AP00071818 V44790 AP00071886 V22200 02/24/09 PM - - -req: Payee Name FL 1g/ ' — Et: MABEE ICAL GENERATItz SCCIT5Z HARD1ARE GRAND TOTALS: Tbtal Void Mom Whitten Total Void Hand Written 'Ibtal Machim Witt Total Hand Written Tbta Reversals Ibtal Cenelled GRAND TOTAL GL JI,- z ED CI�I - - - -j p 430067 #Jn75 -C rate Type Subs Nel I � L 200 <1.19> id: Q _l 0 8/2 1/08 � Nye 1,904.11 RV 'ER 02/05/09 200.00 RV TR 02/05/09 13.08 RV TR 0.00 0.00 0.00 0.00 2,117.19 0.00 2,117.19 Reversed Reversed Re Number of Checks wed: /tarter cif Checks Pxcx ssed: Umber of Checks Processed: Hitter of Clzrks Processed: Aztec of Checks Processed: Nurter of Checks wed: 0 0 0 0 3 0 South Tahoe Public Utility District G"neral MtI"~ Richard H. 5ofbr;, Dlr<<t:on Ernie C~k JamH It Jonet Mal)/lou ~ Dal" ~ 1215 MMdow Cl"6&t Drive · South Lake Tah~ . CA 9616C Phone 530 544-6474 . Fax 530 541-Q61A BOARD AGENDA ITEM 14a TO: FROM: Board of Directors Richard H. SOlbrig, General Manager MEETING DATE: March 5, 2009 ITEM - PROJECT: Conference with Legal Counsel - Existing Litigation REQUESTED BOARD ACTION: Direct staff. DISCUSSION: Pursuant to Section 54956.9(a) of the California Government Code, Closed Session may be held for conference with legal counsel regarding existing litigation: Meyers Landfill Site - United States of America vs. EI Dorado County and City of South Lake Tahoe and Third Party Defendants, Civil Action No. S-01-1520 LKK GGH, United States District Court for the Eastern District of California. SCHEDULE: COSTS: ACCOUNT NO: BUDGETED AMOUNT REMAINING: A IT ACHMENTS: CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES~ NO CHIEF FINANCIAL OFFICER: YES~ NO CATEGORY: Sewer -75- South Tahoe Public Utility District General Man, Richard H. So/ DirtJct Ernie ClaL Jal'r\M Jt JOt Mary Loti MotbM(; D.~ 1215 M~ Cre&t Drive · South Lake Tah~ . CA 961. Phone 530 544 6474. Fa< 530 641-oE BOARD AGENDA ITEM 14b TO: Board of Directors FROM: MEETING DATE: Executive Committee (Mosbacher I Rise) March 5, 2009 ITEM - PROJECT NAME: Conference with Labor Negotiators REQUESTED BOARD ACTION: Direct Negotiators DISCUSSION: Pursuant to section 54957.6(a) of the California Government Code, Closed Session may be held regarding contract negotiations for unrepresented employee position. Unrepresented Employee Position: General Manager Agency Negotiators: Executive Committee, Board of Directors SCHEDULE: COSTS: ACCOUNT NO: BUDGETED AMOUNT REMAINING: A 11 ACHMENTS: CONCURRENCE WITH REQUESTED ACTION: GENERAL MANAGER: YES CHIEF FINANCIAL OFFICER: YES CATEGORY: General NO NO -77- 2008 Evaluation of Goals 2007/08 Stated Goals Richard Comments Board Comments Review sprinkler system Connection "capacity" fees District needs to develop a service and backflow reduced if need for Fire Dept info sheet for all installation requirements for sprinklers due to main size. new District items, incl residential construction. Backflow device approved where District responsibility locations expanded to ends. Mtg wlL VFD needed include just inside on backflow location foundation. interpretation prior to March 24 mtg with contractors. Extend or renew the WWTP Discussing with newly Future Connections Plan. assigned staff at TRPA. For erosion control project Fed grants being received grants, complete the for current projects. negotiations with EDC and Coverage for District the CSL T on legal expenses for some projects responsibility for relocating require extra lobbying and utilities, and apply to CTC assistance from elected for costs not covered by representatives. Fed arant. Complete, and review Participated in workshop on AWWA/WEF 2007 best practices, resulting in Benchmarking survey and 2008 survey being report. Participate in eliminated in favor of workshop on best practices revising questions. 2007 in industry. survey not completed due to workload from Angora fire. Adopt a fair compensation Declining Groundwater policy to mitigate impacts of ordinance adopted by Bd. Bayview Well operation on nearby private wells. Participate in the State's District participated in Nov Schedule for Reverse 911 Disaster Recovery Training 6, 2008 training exercise. Notification System known? Process for Lake Tahoe. City contract just signed. Complete the design of an Final design of system oxygen system for ICR to completed. Installation by meet long term TMDL District staff and phosphorus goal. subcontractors largely Construct ditch completed. replacement with pipeline Upper Dressler Ditch project for a portion of project completed. Upper Dressler Ditch. Complete arsenic treatment Pre-purchase of treatment svstem desian for system completed. 1 2007/08 Stated Goals Richard Comments Board Comments Arrowhead Well No 3 . Installation designed and out to bid. Construct treatment system Treatment system in for SUT Well No.3. operation for summer, 2008. Complete sewer system Work continues with pump Master Plan. station field evaluations and sewer system model development. No further developments. Respond to any Ivo meets quarterly with developments from LRWQCB staff on various LRWQCB on Nitrate cleanup sites. groundwater study at WWTP and ERB, and PCE contamination study at the Y area. Commence a Master Plan Treatment plant parcels' for the future use of District mapping underway, with property. TRPA coverage calcs and future expansions being identified. Potential surplus, or tradable parcels being identified throughout system. Assist in establishing new Program for most cost District approaching grants grant funded rebate effective components ready as if they are delayed only. programs for water to launch in early 2009 with Not stopping work on them conservation. Prop 50 funds(Prop 40 completely as City, for funds exhausted). example. Finalize Master Plan and Draft MP completed. Draft Program EIR for Alpine EIR review by staff County facilities. completed. Ready for public review process. Continue to conduct public Budget meetings meetings for the budget scheduled. Meeting with process and for every major Contractors set for March District project and policy 25 on code changes change. review. Interaction with neighbors at SUT Well almost completed. Participate in Pathway 2007 Continue to attend all process, and EIP 2 meetings. Reviewed development, through TI E proposed financial plan for meetinQs. EIP 2, and language for 2 2007/08 Stated Goals Richard Comments Board Comments Draft Basin Plan amendments. Work with the Board of To be scheduled. Directors, through a Expanded discussion part workshop format, to of budget process. publicize the StrateQic Plan. Evaluate District Continually review District participation in CASA membership and membership. participation in industry organizations. Provide support and Budget and scheduling for encouragement for staff is provided by District appropriate training to attend worthwhile opportunities at outside training opportunities. conferences. Communicate Strategic Schedule presentations to Planning process with interested outside outside agencies and audiences. public. Job descriptions updated, advanced certifications encouraged through Continue developing a financial payment, cross Succession Plan for District training opportunities staff positions, particularly considered, hiring overlaps advanced certifications. where appropriate done Assist in Update of Sewer Adopted by Board. District should consider Capacity Fees. freezing increases per Dale. Continue to participate in Consent Decree and political discussions Settlement Agreement with concerning Meyers Landfill USFS nearing completion. suit, including potential Settlement Agreement with mediation efforts. Support EDC near complete as well. ongoing technical Design for landfill cap 50% investigations and analysis complete. In situ treatment of site. system for plume pilot test ongoing. Review proposed This is a continuing effort- legislation with lobbyists to the latest being the understand impacts to potential use of Prop 1 A for District. State funding. Pursue TRA grant funds for Appropriation requests waterline upsizing project, have been submitted to including possible Federal Doolittle, Feinstein, and 3 2007/08 Stated Goals Richard Comments Board Comments Section 219 grants through Boxer's offices on behalf of the Corps, in conjunction the Tahoe Basin coalition. with TCPUD and NTPUD. Complete salary survey for Nonexempt salary survey nonexempt positions, completed, and including possible internal adjustments incorporated benchmarking of wage into salary scales over scales. Review exempt remaining three years of position salary survey contract. Management results with management team salary survey team. completed. Due to economic downturn, one year contract with COLA only negotiated for management staff. Pursue Proposition 50, Prop 50, Round 2 grant Round 2, and Proposition denied. Arsenic treatment 84, grants for all applicable grant submitted. Prop 84 projects. grants will be submitted in 2009 with expanded partnership, incl EDC. Provide information and Projects to be funded by input to the County Water Water Agency for 09-10 to Agency concerning funding be submitted by March 1. levels for Tahoe Basin, per new Policy No.4. Negotiate update to Update to agreement Lakeside Park settlement completed. Further agreement for Convention discussions ongoing due to Center service. developer input. Construction agreement with developer still unsigned due to developer's loss of funding. Assist Board in evaluating Legal contract updated in proposed legal 07. Proper use of legal representation contract. services ongoing with staff. Continue to prioritize Ongoing effort with staff. projects to improve security at District facilities Encourage staff to work Attend safety committee safely, in order to reduce meetings regularly, with number of lost time suggestion program in accidents. place. Continue to develop the Asset Management system 4 2007/08 Stated Goals Richard Comments Board Comments Advanced Asset being developed on large Management Program for projects with consultants, District facilities, including and by staff through evaluating the best CMMS CMMS. NewCMMS for District staff use for selected by staff, with tracking maintenance work. training ongoing. Promote upgrading staff Ongoing effort to improve procedures, where efficiency. Payroll system, appropriate, such as with customer billing, and the payroll system for hiringladvertising software recording hours of work service recent examples. Continue influencing staff to GIS system development more fully utilize autocadl on going effort by staff, incl GIS capabilities for their widespread use by staff. everyday tasks. Mapping for USFS SUP application the latest benefit. Effectively manage Feedback from adjustments unforeseen emergencies to our processes from and/or issues that may Angora Fire, and arise during the year. reevaluating our sewer lateral inspectionltesting program are recent examples. Updated: Jan. 2009 5 2009 Goals 2009 Stated Goals Richard Comments Board Comments Renegotiate need for Due to TRPA new Basin Future Connections Plan Plan process, and the end of the pathway 2007 process, the need for a new study may be able to be reevaluated. Work with EDC staff to get This process is underway County to adopt IRWMP as as part of the Prop 50/84 basis for coordinating grant program. erosion control efforts Coordinate LRWQCB District will have to permit requirements with incorporate NPDES storm CSLT water permit requirements in waterline project specs, incl SWPPP. Revise backflow program A review of the past year's experiences by Customer Service will be done, incl feedback from Contractors. Develop new water service Financial calculations agreement with Heavenly nearing completion. Rate Ski Resort formulation and contract details to be negotiated. Contain IRC TMDL project Installation nearing costs completion using District crews, plus selected subcontractors for diving and electrical work. Project on schedule and within budget. Arsenic treatment system Installation design for pre- for Arrowhead Well NO.3 purchased equipment completed and out to bid. Construction to be 1 2009 Stated Goals Richard Comments Board Comments completed in 2009. Conduct final neighborhood Ivo Bergsohn pursuing Mary Lou wanted to make meeting for SUT Well NO.3 contact with interested sure that she was invited to neighbors, incl sharing of all future meetings. radon and noise testing on site. Continue master planning Immediate aim of this effort effort for District-owned is to identify sites eligible properties for demolition/restoration grant funded projects in order to surplusltrade properties with CTC. Negotiate new SUP with By spring, assuming USFS for sewer system Meyers landfill lawsuit settlements, District will submit SUP application and start negotiation process. Place new final and New station to be When does District get rest secondary pump station operational by March 1. of parking lot back? Middle into service Final demolition of 1959 of next summer when structures to be completed demolition is completed. in June. Finalize Master Plan & Program EIR process to be Program EIR for the completed by summer, incl recycled water operation specific construction projects on DVR. Construction on those to commence in the fall. Continue to conduct public Budget process Also, comparison to overall meetings for the budget presentations to be future master planned process and for every major expected to include needs. District and policy change savings, budget reductions, and capital project deferrals initiated by District staff as part of the budget preparation. Participate at TIE meetings Involvement needed in in developing TRPA's EIP 2 order to protect District interests during EIP 2 financial planning, TRPA 2 2009 Stated Goals Richard Comments Board Comments Basin Plan update, and TRA renewal. Reduce City water usage Discussions ongoing, incl through CSL TIDistrict water CouncillBd ad hoc MOU discussions committee meeting. Sustainability concept being applied to turf usage. Continue to develop/incor- Strategic goals to be porate strategic planning emphasized in capital process into annual project prioritization and planning and budget need for M&O process expenditures. Continue to develop a Developing "how to" Mary Lou is definitely in Succession Plan for District manuals for many favor of hiring from within, staff positions positions, a list of overlap and saving advertizing training times for various costs. Evaluation of positions, and benefits of early hiring for encouragement of retiring employees needs to advanced certification be done prior to any future testing for staff by early hirings. reimbursing costs. Negotiate a new MOU for One year contract with the management staff COLA only for 2009 just completed. Economic conditions to be evaluated prior to commencement of negotiations in fall for new MOU. Conduct employee reviews Only two of three due by 1- Understandable given facts for all five direct reports 1-09 completed, due to of situation. family emergency. All three remaining reviews to be completed by mid-March. Finalize settlement These should be done by agreements with USFS and spring. Once finalized, the EDC over Meyers lawsuits SUP process for the District's sewer system will commence. 3 2009 Stated Goals Richard Comments Board Comments Pursue TRA grant funds for The 2008 $5M request will waterline upsizing projects, be pursued early in 2009 as part of the Tahoe Basin with the aid of ENS. Coalition Additional funding to be pursued as part of Federal economic stimulus plan. Pursue TRA grant funds for Multiple grant applications waterlines and conservation under Prop 50/84 are with regional partnerships anticipated, incl District under I RWMP participation to some degree in storm water grant programs. Inform CSL T of permitting District has already initiated and payment issues with this request for assistance, convention center both with the City manager redeveloper and the Council Ad Hoc Committee. Negotiate property tax The City's Redevelopment implications of new Project along the Highway redevelopment proposal 50 corridor from the "Y" to form CSL T Herbert Ave is scheduled for initiation through 2009. The District already has specialty counsel under contract to assist in this effort. Identify potential grant Lynn Nolan is doing an programs for future District excellent job coordinating planned projects this effort with the Eng Dept. The addition of the ~ time grant accountant position ensures that Lynn will have the time for this effort. Develop 2009-10 fiscal year Department level budgets budget have already been prepared, with a 0% increase for M&O targeted, as well as the capital project prioritization list approved by the Board. Continue to prioritize Projects to be scheduled as projects to improve security time and budget allow. 4 2009 Stated Goals Richard Comments Board Comments and safety at District Prioritization based upon facilities experience of staff with current level of vandalism and importance of facility. Encourage staff to work Attend safety committee safely, in order to reduce meetings when available. the number of lost time Safety incentive program in accidents place. Workers Comp Mod Factor improved for last year, saving District money. Participate in disaster District staff attended training drill for the south follow-up meetings to shore of Lake Tahoe evaluate process. District will participate in future drills to ensure FEMA funding eligibility. District has cost shared with other agencies in Basin for Reverse 911 phone system. Continue to assist in Trained on new CMMS developing the Advanced system. Will continue to Asset Management search for examples and Program for District benchmarking evaluations facilities for program development at conferences. Effectively manage My expectation is that the unforeseen emergencies unfolding developments andlor issues that may surrounding the economic arise during the year situation will take much time and effort over the coming year. 5 j:'~ . T I " \' ~'") , ~ . ,.~:;..:i:-, "'""'" "" Cal EMA California Emergency Management Agency -" ..... .K'., The Public Officials Initiative Working with the University of California at San Diego, the California Emergency Management Agency (Cal EMA) has developed a preparedness initiative focusing on elected and appointed public officials who have a pivotal role in managing public messaging and restoring confidence in government following a catastrophic event. Developed and delivered in collaboration with the UC Institute on Global Conflict and Cooperation at UC San Diego and in partnership with UC Center Sacramento, this program provides a tremendous benefit to public leaders in California. The program, called the Public Officials Initiative, is based on the need for leaders and experts who are trained on managing the aftermath of both manmade and natural disasters in California. The customized training focuses on elected officials roles and responsibilities, lessons learned from previous disasters and crisis communications during an "Incident of National Significance", defined by the U.S. Department of Homeland Security as one of more than a dozen scenarios which includes terrorist attacks using weapons of mass destruction as well as catastrophic natural disasters. These seminars are available to city council members, mayors, board of supervisors, police and fire chiefs, public health officers and their senior staffs, often in conjunction with the annual statewide homeland security exercise, Golden Guardian. An interactive online curriculum will be available as an adjunct and be made available as a resource to all current and newly elected public officials in California. The University of California Institute on Global Conflict and Cooperation (IGCC) facilitates innovative, rigorous research into the causes of international conflict and cooperation. I GCC is committed to educating problem-solvers and peacemakers through its highly-respected research and training activities. For more information on IGCC and its programs, visit http://igcc.ucsd.edu "Just as California mandates trainingfor all law enforcement officers, including chiefs, so too should this program be mandated for mayors, city councils, and other elected and appointed leaders. Great program! - Official from Orange County Public Officials Workshop Agenda (Two hour duration) 1. Agenda/Introduction-Review goals of the session and key topics to be covered 2. Disaster Response-What changes as a result of a disaster? Discussion of role, activities of others; how terrorist events alter response 3. State Operations-Provide an understanding and context for the roles of others during events and relationship among local, state and federal agencies through the State Emergency Management System (SEMS) and the National Response Plan (NRP) 4. Media and Messaging-How the media responds; what the media expectation is during a disaster; how to work with reporters; crisis communications needs and tools 5. Break 6. The Public Official Role-How to best manage time and team during an event of consequence. 7. Golden Guardian & Exercises-How exercises can benefit senior elected officials and their staffs; briefing on Golden Guardian statewide exercise senes 8. Debrief and Critique/ Questions-Examination of key topics; identify areas for future focus For more information contact: Michael Sicilia Program Manager California Emergency Management Agency Public Officials Initiative (916)324-4616 Michael. Sicilia@ohs.ca.gov