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02-13-86MINUTES ADJOURNED REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT FEBRUARY 13, 1986 The Board of Directors of the South Tahoe Public Utility District met in an adjourned regular session, February 13, 1986, 8:00 P.M. 1900 Lake Tahoe Boulevard, City Council Chambers. BOARD OF DIRECTORS: Chairman Wynn Directors Olson, Jones, Mason Absent/Director Madden ROLL CALL STAFF: Cofer, Baer, Mamath, Hrbacek, Plasterer, Miller, Tiran, Atorney Weidman GUESTS: Jeff De Long-Tahoe Daily Tribune, Joe McNeil-Carollo Engineers, Attorney Hernandez. Also see attached list which becomes a part of these minutes by reference herein. The Hearing was closed for public comment on 2/6/86, 2:52 P.M. except for the allowance of the introduction of documents into the record and to accept two pieces of information: 1)~'' Statement in writing or in person (requested by Labor Unions) of Mr. Franklin or his representative; 2) Purchasing Agent, Rich Tiran's, information on the remaining inquiry to Cal/Osha re Safety Record of in- volved companies. PUBLIC HEARING CONTINUED Attorney Weidman requested the rep- resentative for Mr. Franklin speak to the Board. A Mr. Harliss was present and stated he was accompanied by Mr. George Harder who would speak to the Board in place of Mr. Franklin. George Harder stated he was a commis- sioner on the California Apprenticeship Council and was prepared to speak to the Board with respect to the California Labor Code Law. ADJOURNED REGULAR MEETING MINUTES - FEBRUARY 13, 1986 Page 2 Director Mason asked Mr. Harder how an open-shop contractor met the ap- prentice certification laws. Mr. Harder responded to Director Mason's questions. Chairman Wynn requested Purchasing Agent Tiran come forward and give his report on his inquiry to Cai/Osha. Mr. Tiran give his report which in- cluded his inquiries to several different District Managers for Cai/Osha, Division of Occupational Safety on any violations that the Novo-Rados Construciton Company or any of their companies were involved in. Doug Thomas, Business Representative of Carpenters Local 1789, requested the record be clarified to show the inquiries to Cal/Osha by Mr. Tiran were for the Novo- Rados or Rados firms only, and that there was no information on Alta Pacific be- cause they were a new firm. Mr. Tiran verified this statement. Attorney Weidman introduced Exhibits 72 thru 91 into the record. Attorney Weidman had, earlier in the meeting, distributed to the Board copies of Findings and Determination Decision of the South Tahoe Public Utility District.* Chairman Wynn directed Attorney Weidman to name each protestant shown in this doc- ument, the issue(s) each raised and the individual finding for each issue. Attorney Hernandez interjected with an explanation to the Board regarding the EPA regulations involved in the protest. Attorney Weidman advised the Board to find all protests untimely under EPA Regulations: Moved Olson/Second Jones (Madden/Absent) Passed Unanimously to find ~1 protests untimelyunder EPA Regulations. PUBLIC HEARING CONTINUED (continued) BOARD ACTION ADJOURNED REGULAR MEETING MINUTES - FEBRUARY 13, 1986 Paqe 3 The Protesters challenged the Award of Bid on several issues. The Board made the following determinations: BOARD ACTION (continued) Moved Mason/Second Olson/ (Madden/Absent) Passed Unanimously. to determine Alta Pacific had adequately met the positive effort requirements set forth in the Bid Specifications, and in particular in Clean Water Grant Bulletin No. 113, be- cause the Bid Documents do not clearly and unambiguously state that the MBE/WBE requirements go to the issue of respon- siveness, they are, properly, matters of responsibility. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to determine that Alta Pacific's timely use of the Cal- trans list is actually better than timely use of a referral center list from the referral centers identified in the Bid Specifications and Alta Pacific has, therefore, substantially complied with this requirement and its failure to con- tact the SBA before the deadline is a non-material irregularity which is waived. Moved Jones/Second Mason/(Madden/Absent) Passed Unanimously to determine that ba~ed on its use of the Caltrans list, Alta Pacific has more than satisfied its obligation to solicit at least three MBE/WBE firms for each category of subcontracting work available. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to determine the return postcard method used by Alta Pacific to solicit responses from solicited MBE/WBE firms is an appropriate alternative to certified mail and documented telephone calls. Alta Pacific has, therefore, substantially complied with this requirement and its failure to use certified mail or document telephone calls is a non-material irregulatiry which is waived. ADJOURNED REGULAR MEETING MINUTES - FEBRUARY 13, 1986 Page 4 Moved Mason/Second Jones/(Madden/Absent) BOARD ACTION (continued) Passed Unanimousl~ to determine that Alta Pacific fully satisfied this require- ment by dividing the subcontracting work into 20 categoaries of work and 3 categories of approximate value. Moved Mason/Second Olson/ (Madden/Absent) Passed Unanimously. to determine the require- ment for the establishment of a delivery schedule to permit maximum participation of MBE/WBE firms was inapplicable since the Bid Specifications themselves es- tablish the relevant delivery schedules. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to determine that Alta Pacific did fulfill the express terms of the requirement to document contact with Homitz, the SBA and OMBE by virtue of its documented December 18, 1985 telephone call to Mr. Wallace Homitz, and by virtue of its December 20, 1985 letters to SBA and appropriate offices of OMBE. Moved Jones/Second Olson/(Madden/Absent) Passed Unanimously. to adopt the summary of findings on Alta Pacific's com- pliance with the MBE/WBE positive effort requirements: Alta Pacific has sub- stantially and in good faith complied with the MBE/WBE Positive Effort requirements based upon its timely use of the Caltrans referral list, its timely solicitation of a more than adequate number of MBE/WBE firms for each craft category, its break- down of the work available by type and value, and its attempts to solicit re- sponses from the MBE/WBE firms via the return postcard method. All of Alta Pacific's deviations from the positive effort requirements are waived as non- material irregularities which do not adversely affect the status of the Alta Pacific bid as responsive and responsible. Moved Mason/Second Olson/(Madden/Absent) Passed Unanimously to determine Alta Pacific's failure to list an electrical subcontractor does not render its Bid nonresponsive or nonresponsible since Alta Pacific is not required to list subcontractors for work it intends to do itself. ADJOURNED REGULAR MEETING MINUTES - FEBRUARY 13, 1986 Page 5 Moved Olson/Second Mason/(Madden/Absent) Passed Unanimously. to determine Alta Pacific is fully qualified to perform its own electrical work and does in fact intend to perform its own electrical work. BOARD ACTION (continued) Moved Jones/Second Olson/(Madden/Absent) Passed Unanimously to determine the id- entification of Grove Madsen in the Alta Pacific Bid, whether or not Grove Madsen is retained by Alta Pacific as its elect- rical supplier, does not render the Alta Pacific Bid non-responsible. Alta Pacific has provided adequate post-bid documenta- tion of its ability to ensure the delivery of Westinghouse equipment to the job. Moved Olson/Second Mason/(Madden/Absent) Passed Unanimously to determine the Roen protest is not supported by the evidence and thus the Roen protest made at the District Hearing on 2/6/86 failed to satisfy the timeliness and written pro- test requirements in EPA regulations, 40CFR, Section 33.1130 and 40CFR, Section 33.115(b); Roen protest is not an issue which affects the responsiveness or responsibility of the Alta Pacific Bid. Moved Mason/Second Jones/(Madden/Absent) Passed Unanimously. to determine Alta Pacific's failure to list the street address of its listed subcontractors is a non-material irregularity which is waived by the District. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to determine Alta Pacific's failure to list an electrical subcontractor does not render its Bid nonresponsive or nonresponsible since Alta Pacific is not required to list sub- contractors for work it intends to do itself. Alta Pacific is licensed to perform its own electrical work, is fully qualified to perform its own electrical work, and intends to perform its own electrical work; also, has no impact on Alta Pacific's obligation to comply with the prevailing wage laws. There is no evidence that Alta Pacific did not sub- contract its electrical work in order to avoid paying prevailing wages. This issue does not render the Alta Pacific Bid non- responsive or nonresponsible. ADJOURNED REGULAR MEETING MINUTES - FEBRUARY 13, 1986 Paqe 6 Moved Jones/Second Olson/(Madden/Absent) Passed Unanimously. to find Alta Pacific is able and willing to comply with the legal requirements pertaining to appren- ticeship as they become applicable and this allegation does not affect the responsibility or responsiveness of Alta Pacific's Bid. BOARD ACTION (continued) Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to determine Alta Pacific is legally qualified, financially able and fully responsible to do this job in accord with the Bid Specifications. Moved Olson/Second Mason/(Madden/Absent) Passed Unanimousl~ to determine the question of how 75% of local employees could be guaranteed employment on the job issue does not affect the status of the Alta Pacific Bid as responsive and responsible. Moved Jones/Second Olson/(Madden/Absent) Passed Unanimously. to determine the issue raised whether Walter Rados had an un- disclosed interest in the project, that there was no evidence to support this allegation, hence the issue does not render the Alta Pacific Bid nonresponsive or nonresponsible. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to determine Alta Pacific's failure to contact Don Garcia Paving & Excavating Company does not alter the outcome of the analysis set forth in the finding which shows that Alta Pacific has complied with the MBE/WBE positive effort requirements. This issue does not render the Alta Pacific Bid nonresponsive or nonresponsible. Moved Mason/Second Jones/(Madden/Absent) Passed Unanimously to determine Alta Pacific was not required to advertise for MBE/WBE subcontractors. Its failure to advertise in the Daily Construction Service does not render the Alta Pacific bid non- responsive or nonresponsible. ADJOURNED REGULAR BOARD MEETING MINUTES - FEBRUARY 13, 1986 Page 7 Moved Olson/Second Jones/(Madden/Absent) Passed Unanimousl.~ to find the District has the responsibility of ensuring that Alta Pacific is a responsible, responsive bidder, and is satisfied with the con- clusion that Alta Pacific meets these standards and has not engaged in any un- fair bidding practices. Attorney Weidman stated the protests of Sletten Construction Company had already been addressed in previous findings. Attorney Weidman stated the protest of Carpenters 46, Joint Apprenticeship Training Committee had already been addressed in previous findings. Moved Olson/Second Mason/(Madden/Absent) Passed Unanimously to determine Alta Pacific is the lowest, responsive, re- sponsible bidder. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to award the Con- struction Contract to Alta Pacific with deductive alternative "A" in the amount of $10,005,000 by adoption of Ordinance No. 381, including the findings and determination decision of the District, subject to SWRCB and EPA approvals. 9:35 P.M. 9:50 P.M. Moved Mason/Second Olson/(Madden/Absent) Passed Unanimously to approve 1/10/86 Adjourned Special Board Meeting minutes. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to approve 1/16/86 Regular Board Meeting minutes. Moved Mason/Second Jones/Olson Abstained (Madden/Absent)/Passed to approve 1/21/86 Adjourned Regular Board Meeting minutes. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimousl~ to authorize Notice uf Award to Contract No. 1 to Alta Pacific subject to SWRCB and EPA approvals. BOARD ACTION (continued) BREAK MEETING RESUMED BOARD MINUTE APPROVALS PLANT MODIFICATION GRANT PROJECT, STEP 3: CONTRACT NO. 1 - TREATMENT PLANT ADJOURNED REGULAR BOARD MEETING MINUTES - FEBRUARY 13, 1986 Page 8 Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to approve John Carollo Engineer's Master Grant Agreement and Task Order No. 1G in the amount of $1,097,220 by adopting Ordinance No. 382. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to approve John Carollo Engineer's Task Order No. 2G in the amount of $15,885 (safety services). Moved Olson/Second Mason/(Madden/Absent) Passed UnanimouSly to approve Culp/Wesner/ Culp Task Order No. 4G in the amount of $278,796; Task Order No. 5G in the amount of $33,096; Task Order No. 6G in the amount of $41,594 by adopting Ordinance No. 383. Manager Cofer stated Culp/Wesner/Culp had been unable to obtain Errors & Omissions Insurance and requested the Board permit a 6 months waiver for the insurance por- tion of the Master Grant Agreement. Moved Olson/Second Jones/(Madden/Absent) Passed Unanimously to authorize this waiver. Moved Mason/Second Jones/(Madden/Absent) Passed Unanimousl~ to authorize submittal of the ATA Package to SWRCB. 10:00 P.M. PLANT MODIFICATION GRANT PROJECT, STEP 3: CONTRACT NO. 1 - TREATMENT PLANT: CONSTRUCTION MANAGEMENT SERVICES PLANT MODIFICATION GRANT PROJECT, STEP 3: CONTRACT NO. 1 - TREATMENT PLANT: ENGINEERING SERVICES PLANT MODIFICATION GRANT PROJECT, STEP 3: APPROVAL TO AWARD PACKAGE (ATA) TO THE STATE WATER RESOURCES CONTROL BOARD FOR COMPLETE PROJECT (CONTRACTS 1, 5, 6, AND 7) ADJOURNMENT ATTEST: ?j.~ . PAT A. MAMATH, (CLERK OF BOARD SOUTH TAHOE PUBLIC UTILITY DISTRICT LIST OF EXHIBITS IN THE FINDINGS AND DETERMINATION DECISION OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT EXHIBIT NO. 1 2 3 4 5 10 11 12 13 14 15 16 DESCRIPTION Resolution No. 2375 of the S.T.P.U.D., Call for Bids. Project Manual/Bid Specifications for Wastewater Reclamation Plant Improvements/Contract No. 1/Treatment Plant Improvements Drawings for Wastewater Reclamation Plant Improvements/Contracts No. i/Treatment Plant Improvements Addendum No. 1 to the Bid Specifications (12/16/85) Addendum No. 2 to the Bid Specifications (12/27/85) Addendum No. 3 to the Bid Specifications (12/30/85) Alta-Pacific Bid Alta Pacific Letter re: Electrical Work (1/10/86) Letter from Culp/Wesner/Culp ("C/W/C") re: Alta Pacific Bid (1/10/86) Mailgram protest from C.W. Roen received 1/16/86 Mailgram protest from IBEW Local 401 received by telephone on 1/16/86 Hand delivered protest from Mid State Electric Company received 1/16/86 [Reserved.: Appearance 1/16/86 by Terry Youmans] Agenda of 1/16/86 Board of Directors Meeting [Reserved : Appearance 1/16/86 by Mike Madsen (Grove-Madsen)] [Reserved :. Appearance 1/16/86 by Doug Thomas, Local 1789 Carpenters Union] i ./ 17 18 20 21 22 23 24 25 26 27 28 29 30 1/16/86 Adjourned Regular Board Meeting Minutes Letter from Bob Baer of District Staff re: District Protest Procedure (1/17/86) sent to: --Terry Youman, President, Mid State Electric --IBEW, Local 401, Reno --Bruce Roen, Vice President, C.W. Roen --Jim Pelletier, President, Alta Pacific --Mr. Walter Rados, Rados Companies --Mr. Mike Minchella, Attorney --Mr. McCrory, Attorney Memorandum of phone calls from District to various parties re: District Protest Pro- cedure (1/17/86) 1/21/86 Adjourned Regular Board Meeting Minutes Letter from Bob Baer of District Staff re: DistriCt Protest Procedure (1/22/86) sent to: --Terry Youman --IBEW --Bruce Roen --Jim Pelletier --Walter Rados --Mike Minchella --Mr. McCrory Memoranda of telephone calls made by District Staff re: District Protest Procedure (1/22/86) Memorandum of District Staff telephone call to Alta Pacific (1/22/86) Letter from C/W/C to District (1/22/86) Letter from Frank B. Hall re: Bond for Alta Pacific received 1/22/86 Alta Pacific MBE/WBE positive effort documentation received 1/22/86 Copy of Alta Pacific's "A" License from the Contractor's Licensing Board, received 1/22/86 Resumes of Alta Pacific staff, received 1/22/86 Letter from Carpenter's Union Local 1789 dated 1/23/86 Letter from Michael Vale, Attorney for Mid State, received 1/28/86 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 5O Letter from State Contractor's Licensing Board re: Alta Pacific (1/27/86) Letter from Michael E. Langdon, Attorney for IBEW, received 1/29/86 Letter from Michael Minchella, Attorney for Alta Pacific (1/20/86) Letter from Carpenters' Local 1789 (1/29/86) Letter from U.S. Dept. of Labor, Bureau of Apprenticeship and Training (1/29/86) Letter from Mike Minchella, Attorney for Alta Pacific, received 2/3/86 Declaration of Donald Kral, Secretary-Treasurer of Alta Pacific Declaration of Janice K. Toki, employee of Alta Pacific Declaration of Stacy Hewett, employee of Alta Pacific September 1985 Caltrans MBE/WBE referral list Caltrans referral list code key for crafts and counties Caltrans District Map Memoranda of Joe McNeil, engineer for John Carollo Engineers, regarding investigation of Alta Pacific dated 1/15, 16, 30, 31/86-Total of 10 Memos & 1/17/86 Carollo recomnendation letter. Bid Specification Planholders List Alta Pacific's U.S. Small Business Administration MBE/WBE referral list Petition of Public Protestors (Received 2/3/86) [Reserved.] Copy of Daily Construction Service Record of people attending the 2/3/86 and 2/6/86 District Board Meeting 2/3/86 & 2/6/86 Adjourned Regular Board Meeting Minutes iii 51 52 53 54 55 56 57 58 59 60 61 62 63 64 '65 66 67 68 69 7O 71 2/11/86 & 2/13/86 Adjourned Regular Board Meeting Minutes Letter from Wallace Homitz to C.W. Roen (2/4/86) Memorandum from Rich Tiran, District Staff, to John Weidman, District Counsel (2/4/86) Letter from Carpenters 46, No. Calif. JATC, received 2/5/86 Sletten's Mailgram Protest, received 2/4/86 by Robert Thompson, District Special Counsel Sletten Bid Fru-Con Bid Roen Bid Monterey Mechanical Bid Dillingham Bid Homer J. Olsen Bid Roen MBE/WBE positive effort documentation, received 1/20/86 Roen's supplemental MBE/WBE positive effort documentation, received 2/5/86 Fru-Con MBE/WBE positive effort documentation, received 2/5/86 [Reserved: Joe McNeil's oral explanation re Prevailing Wage Rates] Letter from Sierra Tahoe Insurance Co. to District re Alta Pacific's bonding company Resumes of District staff responsible for analysis and recommendation Letter from Grove Madsen to Alta Pacific, recieved by District on 2/6/86 Letter from Mike Minchella to District re Alta Pacific, received 2/6/86. Handwritten Letter from Vernon Gerbracht, resident and taxpayer in District, 'received by District 2/6/86. "On-Ramp" publication and related documents iv 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 provided by Mrs. Garcia at 2/6/86 District Hearing Memorandum and Video Tape from Baer to Weidman re: bid opening (2/10/86) Memorandum from Mamath to Weidman re: incoming mail (2/10/86) Memorandum from Cofer to Weidman re: re: apprenticeship training (2/10/86) Memorandum of telephone conversation between District Staff and Dept. of Apprenticeship Standards (2/7/86) Memorandum from Cofer to Weidman re: MBE/WBE participation goals (2/13/86) Memorandum of telephone conversation between District Staff and Operator 327 re Western Union's Mailgram Procedures (2/10/86) Memorandum from Hernandez to Weidman re: SBA MBE/WBE referral lists Memorandum of telephone call to John Carolla Engineers from Wallace Homitz re: Alta Pacific Contact with Homitz (2/6/86) Memorandum from Tiran to Weidman re: CalOSHA Records of Rados Companies (2/10/86) Carolla Memorandum from McNeil re Daily Construction Service (2/10/86) Carolla Memorandum from McNeil re Informal Notice Mailing List (2/10/86) Memorandum from Baer to Weidman re written protests before bid opening (2/11/86) District Board of Directors Meeting Transcript (2/11/86) NONE NECESSAR~ DUE TO BREVITY OF MEETING. District Board of Directors Meeting Transcript (1/16/86) District Board of Directors Meeting Transcript (1/21/86) District Board of Directors Meeting Transcript (2/3/86) District Board of Directors Meeting Transcript (2/6/86) V 89 90 91 District Board of Directors Meeting Transcript (2/13/86) Record of attending District Board Meeting on 2/13/86pe°ple Memorandum of telephone calls from Mamath to interested parties re rescheduling of Hearing from 2/11/86 to 2/13/86 (2/11/86) vi