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10-17-91 MINUTES REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT OCTOBER 17, 1991 The Board of Directors of the South Tahoe Public Utility District met in a regular session October 17, 1991, 4:00 PM, city Council Chambers, 1900 Lake Tahoe Boulevard. BOARD OF DIRECTORS: Chairman Sinclair, Directors Mason, Mosbacher, Pierini. Director Onysko arrived at 4:16 PM, during the discus- sion of Item VII.1. ROLL CALL STAFF: Baer, Solbrig, Mamath, Schroeder, Gilbert, Miller, Brown, Cartwright, Hoggatt, Hydrick, Dolan, Attorney Sare GUESTS: Ty Baldwin, Keith Klein/City Council, Gary Midkiff & Jeff Tillman/So. Tahoe Refuse Co., Duane Wallace Mr. Casale rescinded his request. REQUEST TO APPEAR BEFORE BOARD: PHIL CASALE None None (Not present) Director Pierini requested Consent Item No.6/Purchasing Policy be brought forward as Agenda Item VII.9. Moved Mason/Second Pierini/Onysko Absent/Passed to approve Consent Calendar as amended: COMMENTS FROM AUDIENCE SHOP STEWARD REPORT CORRECTIONS TO AGENDA OR CONSENT CALENDAR CONSENT CALENDAR 1) 2) Approved Public Hearing Minutes of August 15, 1991; and Regular Board Meeting Minutes of September 5, 1991. Approved Notice of Completion for Material Storage Building. ST055253 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 2 3) 4) 5) 7) S) Approved Notice of Completion for Stateline Reservoir Rubbing Strip. Approved setting time, date and place for Special Board Mtg. as: 2:00 - 6:30 PM, 11/4/91, City Council Chambers. Enacted Ordinance No. 438/Board Meeting Ordinance Providing for Time, Place & Rules for Regular and Special Board Meetings. Approved Contract Change Order No. 117 in the amount of $513.56 and approve payment by purchase order to Don Kennedy in the amount of $2,345.00/Wastewater Reclamation Plant Improvements, Contract No. 1 Alta Pacific Contractors. Authorized staff to obtain quotes from Byron Jackson Pumps to rebuild rotating elements/Luther Pass Pump Station: Pumps 1 & 2. CONSENT CALENDAR (continued) ITEMS FOR BOARD ACTION Director Mason removed himself from the d~is due to a potential conflict of interest. SOUTH TAHOE REFUSE COMPANY: DISCONNECTION NOTICE John Cartwright presented this item. He reviewed the events/status of the current disconnection notice. He also reported on the findings of District inspectors. Director Pierini said the Board had the option to extend the deadline or take some other course of action. Gary Midkiff/So. Tahoe Refuse gave a status report on the District's required improvements. He said TRPA approval was still pending, but approval should take place in the very near future--with construction to begin, Spring (1992). He also felt the Refuse Co. had been responsive to the District's requirements and progress was being made with the various regulatory agencies. ST055254 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 3 Midkiff was questioned about the ramp which was constructed as part of the new compactor, the upper portion of which is exposed to the elements. Dealing with the ramp runoff was discussed. SOUTH TAHOE REFUSE COMPANY: DISCONNECTION NOTICE (continued) Moved Pierini/Second Onysko/Mason Abstained/Passed to grant a time exten- sion to October 15, 1992 on the previous disconnection notice and direct staff to review the ramp issue and report back to the Board. Director Onysko apologized for being late (during the discussion portion of this item). He expressed his dissat- isfaction with the Board for taking action on items prior to his arrival, in particular, the Ordinance adopted on the Consent Calendar. Staff was directed to place all future Ordinances on the Action Calendar. Presented by Ken Schroeder who ex- STEP VAN PURCHASE plained his reasons to request the Board rescind their authorization to go to bid for a backhoe and, instead, allow the purchase of a step van to store newly purchased equipment ($45,000/value) and have it available for emergency use. He explained the new equipment arrived after his request for the backhoe and he felt the need for the step van was greater than the need for the backhoe and knew the District could not afford both at the present time. Director Mosbacher said this request caused her to lose faith in his future requests--especially after they had been previously approved by the Board. (She was referring to the purchase of the backhoe.) She felt the staff should be consistent with their requests. Moved Mason/Second Pierini/Onysko, Mosbacher Voted No/Passed to: A) Rescind authorization to go to bid for backhoe; and B) Authorize going to bid & purchase of a step van. ST055255 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 4 Presented by Ken Schroeder, who updated the Board on the work accomplished. He requested no Board action. ANGORA CREEK CIRCLE WATER MAIN BREAK No Board Action. Presented by Jim Hoggatt who ex- plained the potential fire hazards in the construction area and requested the Board authorize the rental of one water truck @ approximately $11,000 for fire protection during construction of the new steel tank. LUTHER PASS PUMP STATION - WATER TRUCK RENTAL Director Pierini agreed there may be a fire hazard, but felt the Contractor was responsible (liable) for fire protection related to the project. He said the water truck was a good idea, but would be reluctant to agree to it. He said the Contractor should be made aware of the potential liability and Hoggatt should discuss this issue with the local Fire Dept. Director Mosbacher concurred there was a fire hazard in the area. She requested Hoggatt look into the possib- ility of a "shroud" deflector (protective device) and to check with the local Fire Dept. to see if they would be willing to be on the scene on a standby/maneuver practice basis. Moved Mosbacher/Second Pierini/Passed Unanimously to have staff explore alternatives covering the Board's questions/concerns and report to the Board at the 11/4/91 Board meeting. Director Onysko removed himself from the dais due to a potential conflict of interest. NEW WATER SUPPLY: HYDROGEOLOGIC SERVICES Presented by Rick Hydrick who recom- mended approval of Hydro-Search Task Order No. 1 in the amount of $19,509. ST055256 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 5 Hydrick reported on the use of Seabees (at the request of Director Mosbacher) and how they could help the District on this project. He said they may be able to provide services related to the construc- tion end of the test wells and maybe even the production wells. It would be in the form of training exercises. These services would not be the same as those required of Hydro-Search. NEW WATER SUPPLY: HYDROGEOLOGIC SERVICES (continued) Moved Mason/Second Pierini/Onysko Abstained/Passed to approve Hydro-Search Task Order No. 1 in the amount of $19,509. Presented by Rick Hydrick. (This item was discussed under the Program Manager's Report at the last Board meeting). Hydrick recommended adoption of Resolution No. 2554 to begin the grant/loan process. COLD CREEK FILTER PLANT: APPLICATION OF SAFE DRINKING WATER BOND LAW GRANT/LOAN Director Mosbacher thanked Hydrick for pursuing the application. She said after talking to other agencies, they had urged her and the Board to file the application--to allow the District to take a closer look at the grant/loan. Director Mosbacher felt the Board had acted too hastily and urged the other members to recon- sider the Board's previous direction to staff at the October 3rd Board mtg. Moved Mosbacher/Second Pierini/ Passed Unanimously to Adopt Resolution No. 2554/Authorizing Application to the California Dept. of Water Resources for a Grant/Loan for Funding of the Calif- ornia Safe Drinking Water Bond Law. Moved Mason/Second Pierini/Passed Unanimously to approve a revised amount of $668,322.95. (This payment excluded Invoice #09163 in the amount of $4,513.00 which was removed by Manager Baer.) PAYMENT OF CLAIMS Bob Baer presented the Revised Purchasing Policy reflecting changes in the law. He informed the Board the previous Purchasing Policy had been a Staff Policy, not a Board Policy. PURCHASING POLICY ST055257 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 6 Discussion followed regarding pur- PURCHASING POLICY chasing practices and contracted work (continued) done in Alpine County and issues covered in the Alpine County Grand Jury Report. Moved Pierini/Second Mason/Passed Unanimously to approve the amended Purchasing Policy as presented--with the understanding the General Manager will bring the Amended Purchasing Policy to the attention of the Manager of Land Application for all Alpine County work. (Policy becomes a part of these minutes by reference herein as Attachment A.) Public Information - Director Onysko thanked Diane Gilbert for her partici- pation and representation of STPUD at the recent local Children's Fire Fest. BOARD MEMBER COMMITTEE REPORTS Director Mosbacher also thanked Diane Gilbert for her work in investigating the options for disposing of used toilets being replaced under the Low Flow Toilet Program. BOARD MEMBER REPORTS Director Sinclair expressed his continued concerns about multiple families living in single-family residences. During the discussion, a second problem was brought to light: the Board felt staff should investigate the City's T.O.T. list for properties which are shown as a residence with the District, but listed as a vacation rental (com- mercial) on the City's T.O.T. list. Director Sinclair also noted the 91-92 delinquent account collections had dropped off. Manager Baer said he was in the process of hiring a personnel/safety manager. (The Col- lection Officer has been functioning as the Safety Officer which took time away from collections.) Baer also felt the additional delinquencies might be due to recently going to monthly billing payments. ST055258 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 7 Manaqer: Manager Baer reported on two items: STAFF REPORTS 1) the Loop Road EIR/EIS had not passed the TRPA Advisory Planning Commission, but will be brought back to them next month; 2) he had attended the Redevelopment Agency Quarterly meeting where the District's new water tank was discussed and if it affected the "Monterey Agmt.". Attorney: Attorney Sare reported on the following: 1) Redevelopment Meeting: Embassy Suites representatives expressed their appreciation to the District for all the hard work and perseverance in adopting a fair and equitable Water Connection Fee Ordinance. They apologized for any misunderstandings and will pay & comply with the Ordinance, without protest and without request for set-off. 2) Aqueduct I: Representatives had approached him about a ditch the District has across certain portions of land they had purchased from Dressler (Alpine County) with a request to relinquish District rights to spread effluent on the land. Sare advised the Board regarding District's effluent water rights, deed to easements, surveys, aerial photos, and various related costs. It was the con- sensus of the Board for staff to spend NO time on this matter. 3) New Clean Water Grant Act: Informed the Board of his planned trip to Washington D.C. to pursue the proposed grant funding. 4) Affordable Housinq: Said he was contacted by a developer who wanted to put in affordable housing, but was ob- structed by the City & TRPA. Attorney Sare said the developer was very discouraged with the City and TRPA and backed-off. 10/21-25 - General Mgr. out of town for the HDR Claim 10/29/91 - 5:45 PM, Candidates Night @ City Council Chambers 11/04/91 - 2:00 PM, Special Board Mtg. (Public Meeting) 11/8 & 9 - CASA @ Monterey NOTICE OF FUTURE MEETINGS ST055259 REGULAR BOARD MEETING MINUTES - OCTOBER 17, 1991 PAGE - 8 6:18 PM None 6:35 PM ADJOURNMENT TO EXECUTIVE SESSION Section 54957.6 (a)/Discussion with designated representative regarding the salaries, salary schedules, or compensation to be paid to District's represented and unrepresented employees - WASTEWATER OPERATIONS MANAGER POSITION ACTION TAKEN ON ITEM DISCUSSED IN EXECUTIVE SESSION /iADJOURNMEN~T ATTEST: PAT A. MAMATH, CLERK OF BOARD SOUTH TAHOE PUBLIC UTILITY DISTRICT ST055260 Attachment A TO: FR: Richard Solbrig Program Managers Supervisors Bob Baer, General Manager Linda Brown, Purchasing Agent RE: S.T.P.U.D. Purchasing Policy (as approved by the Board of Directors at their regularly scheduled meeting Oct. 17, 1991.) Listed below are the guidelines for the purchase of materials, services, or for new construction projects or projects for alteration, maintenance or repair; to be used by all employees of the South Tahoe Public Utility District. All costs should be considered including sales tax, freight and installation for the "purchase" price indicated in this policy. For architectural, engineering, land surveying, construction management and other professional services; a purchase order is required as indicated in this policy. However, selection will be based upon qualifications rather than pricing - see the District's Consultant Procurement Guideline. LOCAL PURCHASES $0.00 - $499.99 Local purchases can be made without the use of a purchase order. All invoices or receiving copies must be approved by the crew supervisor. The budget category where the item will be used shall be identified and the invoice or receiving copy shall be given to the Accounts Payable Clerk. If no invoice or receiving copy is issued by the vendor then the person making the purchase shall be responsible for submitting a completed requisition to the Accounts Payable Clerk. Local purchases are defined as those purchases made within the District service boundaries and include the Stateline and Kingsbury areas. Any purchase outside these defined areas are not considered local purchases. 10-91 ST055261 OTHER PURCHASES $0.00 - $1,999.99 A purchase order is required for all non-local purchases and for all local purchases of $500.00 or more. The Purchasing Agent at his/her discretion may waive the use of a purchase order based on the following criteria: 2. 3. 4. Price will not exceed $100.00 PO not required by vendor Credit card purchase Completed service job or other type of purchase In all cases, a completed requisition shall be approved by the Supervisor or Program Manager prior to submitting the same to the Purchasing Agent who will place the order. PURCHASES OF $2,000.00 - $ $4,999.99 A purchase order is required. A completed requisition shall be approved, by either the General Manager, Assistant Manager or the Finance officer prior to submitting the requisition to the Purchasing Agent. In the absence of the Manager, Assistant Manager or Finance officer; a Member of the Board of Directors Finance Committee should be contacted for approval of any purchases that could be considered an emergency or when the health and welfare of the community is involved. PURCHASES OF $5,000.00 - $9,999.99 District Staff will obtain 3 competitive quotes for any budqeted purchase. The purchase must be approved by the General Manager, who will then report the purchase to the Board of Directors. District Staff will obtain or will request authorization from the Board of Directors to obtain 3 competitive quotes for any unbudqeted purchase. Staff will then submit that information along with recommendations to the Board of Directors for review and approval. 10-91 ST055262 PURCHASES OF $ 10,000.00 AND ABOVE Public bidding procedures will be followed as outlined in the Public Contracts Code, and as directed by the Board of Directors· The Program Manager will submit to the Purchasing Agent a set of completed specifications for the goods or services to be bid. The Purchasing Agent will assist the Program Manager making the request for bids in developing specifications if necessary. The Program Manager in conjunction with the Purchasing Agent will request authorization to call for bids from the Board of Directors. The Purchasing Agent will conduct the bidding procedures in all cases except those that are conducted by the Engineering Division or outside consulting firms. Those bids opened by the Purchasing Agent will be evaluated with the assistance of the Program Manager, prior to submitting the bids to the Board of Directors for award. EXCEPTIONS TO BIDDING In any of the following instances, the Purchasing Agent may dispense with the requirements of bidding: 1. When the commodity can be obtained from only one vendor. When the commodity being purchased is required to match or be compatible with other furnishings, materials or equipment presently on hand and the purchase is made from the manufacturer or supplier who supplied other such furnishings, materials or equipment. When the Board of Directors determines that due to special circumstances, it is in the District's best interest to purchase a commodity or enter into a contract without compliance with the bidding procedures. When a particular type or make of commodity or furnishing, type of material, or equipment has been standardized by the District by order of the Board of Directors. 10-91 ST055263 EXCEPTIONS TO PURCHASE ORDERS A requisition or purchase order is not required for: Payroll Tax, Deduction or Benefit Payments Utility bills (unless a new service or cancellation of service is requested) Bulk Fuels Debt Service Payments Tax, Mitigation and Operating Fees Continuing Rent or Lease/Purchase Payments Continuing Service Contracts less than $500/annually Laboratory Testing Customer Refunds Insurance Claim Payments The District's Attorney Fees Subscriptions (Employee name or title should appear on all mailing labels) Travel Expenses (Fill out a Request for Travel Checks or Business Expense Claim Form) Or Other Authorized Renewals or Continuing Payments 10-91 ST055264 ADMINISTRATION Bob Baer Pat Mamath ENGINEERING Rich Solbrig Jimmie Hoggatt Mary Rudokas Chris Twomey Rich Vonderscher Gene Eppler Diane Gilbert MAINTENANCE DEPARTMENTS Ken Schroeder Randy Curtis Paul Carrion Chris Christianson OPERATIONS DEPARTMENTS Ross Johnson Jerry Sills Barrie Lindsay Dennis Longhofer Terry Powers WATER OPERATIONS Rick Hydrick Phill Torney FINANCE DEPARTMENT Kay Taylor Carol Swain Linda Brown Bob Eppler John Cartwright BOARD COMMITTEE 10/91 PURCHASING AUTHORITY General Manager Clerk of Board Assistant Manager Construction Manager Staff Engineer Associate Engineer Engineering Tech. Land Application Mgr. Public Info. Officer Maintenance Manager Hvy Maintenance Supv. Equipment Repair Undergrnd Repair Supv. Electrical Supervisor Wastewater Manager Chief Senior Operator Senior Operator Senior Operator Senior Operator Lab Supervisor Water Manager Pump Crew Supervisor Finance Officer Accountant Data Processing Mgr. Purchasing Agent Customer Service Mgr. Collection Officer When authorized by a majority vote of the board UP TO BUT NOT INCLUDING: $10,000. If budgeted 2,000. 5,000. 2,000. 2,000. 500. 500. 2,000. 500. 2,000. 500. 200. 500. 500. 2,000. 2,000. 500. 500. 500. 2,000. 2,000. 500. 5,000. 2,000. 2,000. 1,000. 2,000. 500. As decided ST055265 Fee Size $0 to staff authorization (list 2) CONSULTANT PROCUREMENT GUIDELINE Involvement Procedure Staff Staff contact of consultant on pre-approved list 1 Over $10,000 (list 3) Approval of Board of Directors Formal RFP sent out to all on District's list 1, plus advertisement in Tahoe Daily Tribune LISTS List of companies which are qualified in type of work to be done, and who can provide adequate insurance as requested. Staff authorization level currently $0 to $10,000 Subject to increase if staff authorization is increased. Lists initially established advertisement in Tahoe Daily approved by Board of Directors. from Tribune informal contacts, and and Sacramento Bee, and Note: Consultant selection based upon "demonstrated competence and professional qualifications" 10/91 ST055266 BOARD MEETING GUEST SIGN-IN SHEET: (~lease print) PHONE NUI,1BER: NAME: ADDRESS. NOTE: COMPLETION OF THE ABOVE INFORMATION IS VOLUNTARY AND NOT A PRECONDITION FOR ATTENDANCE. $T055267