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District Board Agenda Packet November 2, 2017 SOUTH TAHOE PUBLIC UTILITY DISTRICT REGULAR BOARD MEETING AGENDA Thursday, November 2, 2017 - 2:00 p.m. District Board Room 1275 Meadow Crest Drive, South Lake Tahoe, California Richard Solbrig, General Manager Shannon Cotulla, Assistant General Manager Randy Vogelgesang, President BOARD MEMBERS Kelly Sheehan, Vice President Chris Cefalu, Director James R. Jones, Director Duane Wallace, Director 1. CALL TO ORDER REGULAR MEETING – PLEDGE OF ALLEGIANCE (At this time, please silence phones and other electronic devices so as not to disrupt the business of the meeting.) 2. COMMENTS FROM THE AUDIENCE (This is an opportunity for members of the public to address the Board on any short non-agenda items that are within the subject matter jurisdiction of the District. No discussion or action can be taken on matters not listed on the agenda, per the Brown Act. Each member of the public who wishes to comment shall be allotted five minutes, and no more than three individuals shall address the same subject.) 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR (For purposes of the Brown Act, all Action and Consent items listed give a brief description of each item of business to be transacted or discussed. Recommendations of the staff, as shown, do not prevent the Board from taking other action.) 4. ADOPTION OF CONSENT CALENDAR (Any item can be removed to be discussed and considered separately upon request. Comments and questions from members of the public, staff or Board can be taken when the comment does not necessitate separate action.) 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION / ACTION 6. ITEMS FOR BOARD ACTION a. Wastewater Treatment Plant Emergency Generator Replacement Project (Stephen Caswell, Senior Engineer) Approve staff’s recommended list of pre-qualified system integrators for bidding on the Wastewater Treatment Plant Emergency Generator Replacement Project. b. Collection System Flow Monitoring (Julie Ryan, Principal Engineer and Brent Goligoski, Asset Management Analyst) 1) Find that ADS provides the only known product line that will perform the necessary intended functions; 2) Waive bidding procedures, as outlined in the District’s Purchasing Policy as is allowed by Finding 4 for special circumstances, competitive proposals would not be useful, would not produce an advantage or would be undesirable, impractical, or impossible; and, 3) Authorize staff to procure equipment for the proposed flow monitoring program for a cost not to exceed $186,000. c. Al Tahoe Manhole AT1 Emergency Repair (Shannon Cotulla, Assistant General Director) Terminate emergency action to repair Al Tahoe Manhole AT1 to install a polymer concrete manhole insert system pursuant to Resolution No. 3070-17. REGULAR BOARD MEETING AGENDA – November 2, 2017 PAGE – 2 d. Purchase Sewer Camera Truck Package (Chris Stanley, Manager of Field Operations) 1) Waive bidding procedures, as outlined in the District’s Purchasing Policy as is allowed by Finding 4 for special circumstances, competitive proposals would not be useful, would not produce an advantage or would be undesirable, impractical, or impossible; 2) Authorize staff to execute a contract with Jack Doheny Companies in the amount of $252,800, plus tax of $19,592, for purchase of a used Demonstration IBAK Camera System in a 2015 Chevy 4500 chassis for a total of $272,392; and, 3) Authorize staff to purchase compatible software in an amount not to exceed $35,000. e. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Approve Payment of Claims in the amount of $2,057,237 7. STANDING AND AD-HOC COMMITTEE REPORTS (Discussions may take place; however, no action will be taken.) 8. BOARD MEMBER REPORTS (Discussions may take place; however, no action will be taken.) 9. EL DORADO COUNTY WATER AGENCY PURVEYOR REPORT 10. GENERAL MANAGER REPORT (Discussion may take place; however, no action will be taken.) 11. STAFF/ATTORNEY REPORTS (Discussions may take place; however, no action will be taken.) 12. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS Past Meetings/Events 10/19/17 - 2:00 p.m. Regular Board Meeting at the District 10/20/17 - 9:00 a.m. Ad-Hoc City Council Meeting at the District Future Meetings/Events 11/08/17 - 10:00 a.m. El Dorado County Water Agency Meeting in Placerville 11/10/17 - Veterans Holiday District Offices Closed 11/13/17 - 3:30 p.m. Operations Committee Meeting at the District 11/15/17 - 8:00 a.m. Employee Communications Committee at the District (Cefalu) 11/16/17 - 2:00 p.m. Regular Board Meeting at the District ADJOURNMENT (The next Regular Board Meeting is Thursday, November 16, 2017, at 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 is available for review at the meeting and at the District office during the hours of 8:00 a.m. and 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 the Agenda are numbered for identification purposes only and will not necessarily be considered in the order in which they appear. 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. Please provide the Clerk of the Board with a copy of all written materials presented at the meeting. 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. Backup materials relating to an open session item on this Agenda, which are not included with the Board packet, will be made available for public inspection at the same time they are distributed or made available to the Board, and can be viewed 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 are needed, please contact the Clerk of the Board at (530) 544-6474, extension 6203. All inquiries must be made at least 48 hours in advance of the meeting. REGULAR BOARD MEETING AGENDA – November 2, 2017 PAGE – 3 SOUTH TAHOE PUBLIC UTILITY DISTRICT CONSENT CALENDAR November 2, 2017 ITEMS a. CALPERS REQUIRED PAY LISTING BY POSITION (Debbie Henderson, Accounting Manager) Adopt Resolution No. 3071-17 which incorporates the Pay Listing by Position for the pay listing effective October 17, 2017. b. PURCHASE OF 14 FOOT BOX/SERVICE TRUCK (Cliff Bartlett, Fleet Supervisor) 1) Find bid from Towne Ford Sales to be the lowest, responsive, responsible bidder and; 2) Award bid to the lowest, responsive, responsible bidder, Towne Ford Sales, in the amount of $58,518.75. c. FINANCING FOR THE WASTEWATER TREATMENT PLANT EMERGENCY GENERATOR (Paul Hughes, Chief Financial Officer) Authorize the Chief Financial Officer to execute an engagement letter with Bartle Wells Associates in an amount not to exceed $20,000. d. CONSULTANT FOR TOTAL COMPENSATION STUDY (Nancy Hussmann, Human Resources Director) Authorize staff to sign Master Agreement and Task Order No.1 for Ralph Andersen and Associates to conduct a Total Compensation Study for South Tahoe Public Utility District in the amount of $31,315. e. REGULAR BOARD MEETING MINUTES: October 19, 2017 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approve October 19, 2017, Minutes BOARD AGENDA ITEM 4a TO: Board of Directors FROM: Debbie Henderson, Accounting Manager MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: CalPERS Required Pay Listing by Position REQUESTED BOARD ACTION: Adopt Resolution No. 3071-17 which incorporates the Pay Listing by Position for the pay listing effective October 17, 2017. DISCUSSION: California Public Employees’ Retirement System (CalPERS) requires each revision of a combined salary schedule listing all positions at the District be formally adopted by the Board of Directors. The listing must be retained by the District and must be available for public inspection for not less than five years. This revision addresses the addition of a special pay rate for a GIS Specialist I effective October 17, 2017. SCHEDULE: Post pay listing effective October 17, 2017, on website after approval COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution No. 3071-17 and Pay Listing by Position for effective date October 17, 2017 _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: General GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 1 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. 3071-17 A RESOLUTION BY THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT FORMALLY ADOPTING PAY LISTING BY POSITION FOR THE EFFECTIVE DATE OF OCTOBER 17, 2017 WHEREAS, the Board of Directors of South Tahoe Public Utility District and the Board of Administration of California Public Employees’ Retirement System entered into a contract, effective June 19, 2003, and amended effective April 19, 2007, providing for the participation of said public agency in the California Public Employees’ Retirement System; and, WHEREAS, the Government Code and CCR, Title 2, Section 570.5 requires that one combined pay schedule, adopted by the Board of Directors, for every employee position, including the Board of Directors, be made available for public inspection and retained for not less than five years; and WHEREAS, the South Tahoe Public Utility District Pay Listing by Position for the effective dates of October 17, 2017, is incorporated herein. NOW, THEREFORE, BE IT RESOLVED that the Board of Directors of South Tahoe Public Utility District hereby formally adopts the above-mentioned Pay Listing by Position for the effective date of October 17, 2017. WE, THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution No. 3071-17 was duly and regularly adopted and passed by the Board of Directors of the South Tahoe Public Utility District at a regular meeting held on the 2nd day of November, 2017, by the following vote: AYES: NOES: ABSENT: _____________________________________ Randy Vogelgesang, Board President South Tahoe Public Utility District ATTEST: _______________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District 2 Effective 10/17/17 MINIMUM ANNUAL MAXIMUM ANNUAL ACCOUNT CLERK I 43,409$ 55,402$ ACCOUNT CLERK II 48,517$ 61,921$ ACCOUNTING MANAGER 95,902$ 122,399$ ACCOUNTING SUPERVISOR 67,896$ 86,655$ ACCOUNTING TECH I 52,420$ 66,902$ ACCT TECH II/GRANT ASSISTANT 57,662$ 73,593$ ADMINISTRATIVE ASSISTANT 48,663$ 62,107$ ASSET MANAGEMENT ANALYST I 64,135$ 81,854$ ASSET MANAGEMENT ANALYST II 73,755$ 94,132$ ASSOCIATE ENGINEER 87,574$ 111,769$ ASSISTANT ENGINEER 76,173$ 97,218$ ASSISTANT GENERAL MANAGER 158,155$ 201,850$ BOARD OF DIRECTOR 4,800$ 4,800$ CHIEF FINANCIAL OFFICER 133,732$ 170,680$ CHIEF PLANT OPERATOR 89,626$ 114,389$ CONTRACT ADMINISTRATOR 52,879$ 67,488$ CUSTOMER SERVICE MANAGER 95,195$ 121,495$ CUSTOMER SERVICE REP I 43,409$ 55,402$ CUSTOMER SERVICE REP II 48,422$ 61,800$ CUSTOMER SERVICE SUPERVISOR 67,896$ 86,655$ ELECTRICAL/INSTR SUPERVISOR 84,491$ 107,835$ ELECTRICAL/INSTR TECH I 60,670$ 77,432$ ELECTRICAL/INSTR TECH II 70,761$ 90,310$ ENG/CAD/GIS SPECIALIST I 57,946$ 73,955$ ENG/CAD/GIS SPECIALIST I-Y RATE 77,653$ 77,653$ ENG/CAD/GIS SPECIALIST II 77,653$ 99,107$ ENGINEERING DEPT MANAGER 133,619$ 170,536$ ENGINEERING TECH I 65,048$ 83,019$ ENGINEERING TECH II 74,826$ 95,498$ EXECUTIVE SERVICES MANAGER 89,907$ 114,747$ GENERAL MANAGER 173,842$ 221,871$ GRANT COORDINATOR 76,045$ 97,055$ HUMAN RESOURCES ANALYST 63,877$ 81,524$ HUMAN RESOURCES COORDINATOR 48,663$ 62,107$ HUMAN RESOURCES DIRECTOR 105,695$ 134,896$ HYDROGEOLOGIST 100,666$ 128,478$ INFO TECHNOLOGY MANAGER 100,762$ 128,601$ INSPECTIONS SUPERVISOR 74,668$ 95,297$ SOUTH TAHOE PUBLIC UTILITY DISTRICT ANNUAL SALARY SCHEDULE EFFECTIVE OCTOBER 17, 2017 3 Effective 10/17/17 MINIMUM ANNUAL MAXIMUM ANNUAL SOUTH TAHOE PUBLIC UTILITY DISTRICT ANNUAL SALARY SCHEDULE EFFECTIVE OCTOBER 17, 2017 INSPECTOR I 51,005$ 65,097$ INSPECTOR II 60,119$ 76,728$ IT SYSTEMS SPECIALIST I 55,026$ 70,229$ IT SYSTEMS SPECIALIST II 64,515$ 82,339$ JUNIOR ENGINEER 65,692$ 83,841$ LABORATORY ASSISTANT 47,239$ 60,291$ LABORATORY DIRECTOR 95,161$ 121,453$ LABORATORY TECH I 58,865$ 75,129$ LABORATORY TECH II 69,185$ 88,300$ LIMITED TERM CUSTOMER SERVICE REP I 43,409$ 55,402$ LIMITED TERM CUSTOMER SERVICE REP II 48,422$ 61,800$ LIMITED TERM JUNIOR ENGINEER 65,692$ 83,841$ LIMITED TERM METER SERVICE TECH 51,005$ 65,097$ LIMITED TERM WATER METER INSTALL COORD 51,005$ 65,097$ MAINTENANCE MECHANIC I 49,843$ 63,614$ MAINTENANCE MECHANIC II 58,680$ 74,892$ MAINTENANCEENANCE SUPERVISOR 84,482$ 107,823$ MANAGER OF FIELD OPERATIONS 112,850$ 144,028$ MANAGER OF PLANT OPERATIONS 111,874$ 142,783$ NETWORK/TEL SYS ADMIN I 71,127$ 90,778$ NETWORK/TEL SYS ADMIN II 76,311$ 97,395$ OPERATIONS SUPERVISOR 74,519$ 95,107$ PART TIME PERMANENT I 10,490$ 13,388$ PART TIME PERMANENT II 15,864$ 20,247$ PLANT OPERATOR I 50,935$ 65,007$ PLANT OPERATOR III 64,380$ 82,167$ PRINCIPAL ENGINEER 115,860$ 147,870$ PUBLIC INFORMATION OFFICER 89,912$ 114,753$ PUMP STATION LEAD 71,079$ 90,717$ PUMP STATION OPERATOR I 50,936$ 65,009$ PUMP STATION OPERATOR I - Y RATE 71,856$ 71,856$ PUMP STATION OPERATOR II 62,340$ 79,563$ PUMP STATION SUPERVISOR 84,491$ 107,835$ PURCHASING AGENT 88,531$ 112,991$ SEASONAL 15,864$ 20,247$ SENIOR ENGINEER 100,666$ 128,478$ SHIPPING AND RECEIVING CLERK 50,349$ 64,260$ STUDENT HELPER 10,490$ 13,388$ 4 Effective 10/17/17 MINIMUM ANNUAL MAXIMUM ANNUAL SOUTH TAHOE PUBLIC UTILITY DISTRICT ANNUAL SALARY SCHEDULE EFFECTIVE OCTOBER 17, 2017 UNDERGROUND REPAIR SEWER I 43,409$ 55,402$ UNDERGROUND REPAIR SEWER II 53,620$ 68,435$ UNDERGROUND REPAIR SEWER LEAD 61,077$ 77,952$ UNDERGROUND REPAIR SEWER SUPERVISOR 78,254$ 99,874$ UNDERGROUND REPAIR WATER I 43,409$ 55,402$ UNDERGROUND REPAIR WATER II 53,620$ 68,435$ UNDERGROUND REPAIR WATER LEAD 61,077$ 77,952$ UNDERGROUND REPAIR WATER SPECIAL RATE 70,661$ 70,661$ UNDERGROUND REPAIR WATER SUPERVISOR 78,254$ 99,874$ UTILITY PERSON I 39,908$ 50,934$ UTILITY PERSON II 47,473$ 60,588$ VEHICLE/HEAVY EQUIP MECH I 49,843$ 63,614$ VEHICLE/HEAVY EQUIP MECH II 58,680$ 74,892$ VEHICLE/HEAVY EQUIP MECH SUPERVISOR 78,254$ 99,874$ WATER CONSERVATION SPECIALIST 60,888$ 77,710$ WATER REUSE LEAD 61,077$ 77,952$ WATER REUSE MANAGER 100,666$ 128,478$ WATER REUSE WORKER I 43,409$ 55,402$ WATER REUSE WORKER II 53,620$ 68,435$ WATER SERVICE REPRESENTATIVE 61,077$ 77,952$ 5 BOARD AGENDA ITEM 4b TO: Board of Directors FROM: Cliff Bartlett, Fleet Supervisor MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Purchase of 14 Foot Box/Service Truck REQUESTED BOARD ACTION: 1) Find bid from Towne Ford Sales to be the lowest, responsive, responsible bidder and; 2) Award bid to the lowest, responsive, responsible bidder, Towne Ford Sales, in the amount of $ 58,518.75. DISCUSSION: Bids were sent out on October 3, 2017, and three bids were received. Bids were opened on October 19, 2017. Staff has reviewed all three bids, determined the first bid from Towne Ford Sales was responsive; including all specified equipment, and specified requirements for the cost of $58,518.75. The second bid from Down Town Ford met all specifications at a cost of $62,182.25. The third bid from Capital Ford did not meet the engine speciation. Their bid was $68,665.45. This is a budgeted item in the 17/18 Budget. SCHEDULE: As soon as possible COSTS: $58,518.75 ACCOUNT NO: 2005-8750 BUDGETED AMOUNT REMAINING: $60,000 ATTACHMENTS: Bid Results and details ______________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 6 SOUTH TAHOE PUBLIC UTILITY DISTRICT BID RESULTS NEW 14’ BOX TRUCK BID #: 17-18-13 OPENING DATE: OCTOBER 19, 2017 BID AMOUNT TOWNE FORD SALES $ 58,518.75 2018 Ford F450 gasoline 4X4 Cab & Chassis With Marathon 14’ Van Body Delivery 120 days ARO (~March 2), Net 15 Warranty: 3 year/36,000 miles bumper to bumper DOWNTOWN FORD SALES 62,182.25 Ford F450 gasoline 4X4 Cab & Chassis With Marathon 14’ Van Body Delivery April 15, 2018, Net 30 Warranty: Basic : 36 months /36,000 miles Powertrain: 60 months/60,000 miles CAPITAL FORD 68,665.45 2018 Ford F450 diesel 4X4 Cab & Chassis With Marathon 14’ Van Body Delivery March 15, 2018, 150 days Warranty: Basic : 36 months /36,000 miles Powertrain: 60 months/60,000 miles Exception: bid a diesel engine versus the gasoline engine specified 7 Paul Hughes November 2, 2017 Page 2 BOARD AGENDA ITEM 4c TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Financing for the Wastewater Treatment Plant Emergency Generator REQUESTED BOARD ACTION: Authorize the Chief Financial Officer to execute an engagement letter with Bartle Wells Associates in an amount not to exceed $20,000. DISCUSSION: Due to the lack of wastewater funding available through the State Revolving Fund Loan Program (SRF), staff is seeking traditional public tax exempt financing for the $4.5 million Wastewater Treatment Plant (WWTP) Emergency Generator Project. The District has utilized this type of financing many times over the years. Unlike the SRF program with subsidized interest rates, traditional tax exempt financing interest rates are determined by the market, and are generally higher than the SRF program. To help mitigate the anticipated increased interest expense, staff has applied for two grants through Federal Emergency Management Agency (FEMA) in an amount of $1.2 million each. If the District receives the grant, the funds will be used to pay down the principle balance, leaving an outstanding loan of $3.2 million. The District has utilized Bartle Wells Associates as an independent municipal financial advisor to assist with many financings. They provide independent and objective advice to insure the District finances projects on the most favorable terms, with the lowest rates and greatest flexibility. They will assist in the development of a Request For Proposal (RFP) that will be marketed to potential lenders, evaluate the proposals received, and recommend a winning lender. One of the requirements in the RFP is allowing the District to prepay the loan if grant proceeds are received. Bartle Wells will also coordinate the closing process and the legal requirements of the lender. A complete Scope of Services is included with the attached engagement letter. The cost to provide these services will not exceed $20,000 and will be funded through loan proceeds. General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 8 Paul Hughes November 2, 2017 Page 2 A Resolution will be presented at a future Board meeting for the purpose of accepting and approving the financing. SCHEDULE: Financing estimated to close prior to calendar year end COSTS: Not to exceed $20,000 ACCOUNT NO: 1029-8629 BUDGETED AMOUNT AVAILABLE: Funded through loan proceeds ATTACHMENTS: Engagement Letter _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 9     September 6, 2017      South Tahoe Public Utility District  1275 Meadow Crest Drive  South Lake Tahoe, CA  96150      Attention:    Paul Hughes, Chief Financial Officer    Subject:    Financing for WWTP Emergency Generator Replacement Project    Bartle Wells Associates is pleased to submit this engagement letter to serve as independent municipal  advisor to the South Tahoe Public Utility District regarding the financing of an approximately $4.5 million  Wastewater Treatment Plant Emergency Generator Replacement Project.  BWA has extensive experience  serving as an independent financial advisor to public agencies throughout California and the western  United States.  To date, we have helped California agencies obtain over $5 billion of financing for a wide  range of capital improvement projects via bonds, COPs, bank loans/private placements, and other funding  programs.    Our overall goal for this engagement will be to provide independent and objective advice that enables the  District to finance its project on the most favorable terms, with the lowest interest rates and greatest  flexibility.  A Scope of Services describing the services BWA will provide on this engagement is attached.    Bartle Wells Associates is a charter member the National Association of Municipal Advisors (NAMA) and  a registered Municipal Advisor with the Securities and Exchange Commission (SEC Registration No. 867‐ 00740) and the Municipal Securities Rulemaking Board (MSRB ID K0414).    This letter provides certain disclosures required by the Municipal Securities Rulemaking Board (MSRB)  Rule G‐42 regarding our duties as a Municipal Advisor to the District on this transaction.  • Bartle Wells Associates will provide advice and conduct activities with a “duty of care” and a “fiduciary  duty” to the South Tahoe Public Utility District.  Throughout the engagement, BWA will act in the  District’s best interests with the goal of helping the District issue debt at the lowest cost and on the  most favorable terms.  Our role and responsibilities during our engagement as Municipal Advisor on  this financing will continue through the completion of the issuance process and receipt of funds by  the District.  • Bartle Wells Associates has never been cited for any legal or disciplinary action regarding municipal  advisory activities.   1889 Alcatraz Avenue Berkeley, CA 94703 510 653 3399 fax: 510 653 3769 www.bartlewells.com 10 • Bartle Wells Associates is not aware of any conflicts of interest that would affect our ability to provide  independent  and  objective  advice  and  Municipal  Advisory  services to the District in a manner  consistent with the requirements of MSRB Rule G‐42.  • Compensation to Bartle Wells Associates for municipal advisory services provided for the proposed  financing will not exceed $20,000.  Fees for services can be paid directly from debt proceeds at closing.  • Bartle Wells Associates has not and will not receive any compensation from any third party seeking  to provide services, municipal securities transactions, or municipal financial products related to this  transaction.  BWA or any of its employees will not engage in any activities that would produce a direct  or indirect financial gain for the firm other than compensation for our services provided acting as  municipal advisor to the District on this transaction.    I have enjoyed working with the District on our prior assignments and appreciate the opportunity to serve  as independent municipal advisor for the financing of the WWTP Emergency Generator Replacement  Project.     Sincerely,    BARTLE WELLS ASSOCIATES        Alex Handlers, CIPMA  Principal/Vice‐President      Attachments:  ‐  Scope of Services  ‐  Availability & Fees  ‐  Schedule of Insurance               11 ATTACHMENT A    Scope of Services     The following section identifies key tasks that Bartle Wells Associates will provide during the course of  this engagement.  BWA believes that a private placement or bank loan would provide the lowest cost  financing for the District.  As such, the scope of services and fee described below is for a private placement  or bank loan financing.    1. Project Orientation  To initiate our work, hold a telephone conference with District staff to accomplish the following:   Identify members of the District’s staff, bond counsel, and others who will participate in the  financing.   Determine the roles and responsibilities of all financing participants.   Establish financing schedule and key milestone dates.   Confirm the key goals and expectations of the financing team.   Discuss financial information necessary to complete the financing.    2. Confirm Financing Method  Work with the District’s Chief Finance Officer to identify financing priorities and objectives.  Confirm  that a competitive solicitation of proposals for a private placement or bank loan is the preferable  financing method in terms of interest rate, flexibility, terms, and conditions.      3. Determine Financing Structure and Terms  Recommend key terms and conditions for the financing based on the District’s financial objectives.   Identify debt prepayment options and other legal provisions supporting the District’s future financial  flexibility.    4. Obtain Financing Proposals Via a Placement Agent  Assist District in selection of a placement agent for solicitation of financing proposals from potential  banks and lenders.  Work with placement agent to develop a request for proposals to be sent to  potential  lenders.    Assist  in  responding  to  information  requests  and  questions  from  potential  lenders.    5. Evaluate Proposals and Selection of Winning Lender  Evaluate the proposals received and recommend a winning lender.  Evaluation of proposals will  account for interest rates, costs of issuance, loan provisions and legal requirements submitted by  each lender.  Develop debt service estimates accounting for all costs associated with each financing,  including any fees required by each lender.      6. Coordinate Financing Team  As needed, assist in organizing the financing team to prepare or  review  financial  and  legal  agreements.    Banks  and  other  lenders  have  varying  documentation requirements; some have  standardized legal documents that the District might be able to use, while others may require  drafting of a legal agreement to secure the financing.  The District may need to engage a bond  counsel to draft or review the loan agreement.     12 7. Additional Debt Test Requirements  Review additional debt test requirements from prior parity debt obligations.  Develop calculations  supporting additional debt test compliance.  Contact the State Water Resources Control Board  Division of Financial Assistance with goal of obtaining consent for issuance of parity debt with  outstanding parity State Revolving Fund financing.    8. Legal Documentation  Participate  in  negotiations  with  the  selected  lender  regarding final  legal  covenants  and  requirements.  Work with the selected lender and/or bond counsel to develop legal provisions that  meet the District’s objectives.  Review legal documents used to authorize and secure the financing.      9. Closing & Receipt of Funds  Coordinate the closing of the financing and the District’s receipt of funds.    Additional Services  BWA will remain available to provide additional financial consulting services as requested by the District.      13 ATTACHMENT B    Availability & Fees    1. Bartle Wells Associates is prepared to begin work upon the District’s authorization to proceed.    2. All work will be performed by Bartle Wells Associates.  Alex Handlers, a firm principal and registered  municipal advisor, will be assigned as project manager for this assignment and will oversee all work and  devote time and effort as needed for the project.  He may be assisted by other BWA consultants as  needed.    3. The fee for services for this assignment will not exceed $20,000.  The scope of services and fee are  based on use of a private placement or bank loan to finance the project.      4. In addition to the services stated in this proposal, the District may authorize BWA to perform  additional services for which the District will compensate BWA based on consultants' hourly rates at  the time the work is performed, plus direct expenses.  Additional services may include, but are not  limited to:   Changes in financing scope   Delays in financing   Costs related to attendance at meetings at the District’s offices in South Lake Tahoe   Any other services not specified    5. Bartle Wells Associates will maintain in force, during the full term of the assignment, insurance in the  amounts and coverage as provided in the attached Schedule of Insurance.    6. If the project is terminated for any reason, BWA will be reimbu rsed for professional services and direct  expenses incurred up to the time we receive notification of such termination.    7. This engagement letter may be withdrawn or amended if not accepted within 90 days of its date.    8. BWA does not require a formal contract of employment and will consider a purchase order or letter  from an authorized District staff member or official as sufficient authority to proceed.        14 SCHEDULE OF INSURANCE Insured: BARTLE WELLS ASSOCIATES Bartle Wells Associates will maintain in force, during the full term of the assignment, insurance in the amounts and coverage as provided in this schedule. If additional insurance is required, and the insurer increases the premium as a result, then the amount of the increase will be added to the contract price. TYPE OF INSURANCE COMPANY POLICY NUMBER COVERAGES AND LIMITS EXP. DATE Commercial General Hartford Insurance Company  $2,000,000 General Aggregate 6/1/18 Liability Policy #35-SBA PA6857  $2,000,000 Products Comp/Op Aggregate  $2,000,000 Personal & Advertising Injury  $1,000,000 Each Occurrence Excess/Umbrella Hartford Insurance Company  $1,000,000 Aggregate 6/1/18 Liability Policy #35-SBA PA6857  $1,000,000 Each Occurrence Automobile Liability Hartford Insurance Company Policy #35-UEC VU2842  $1,000,000 Combined Single Limit 6/1/18 Workers Compensation & Employers' Liability Hartford Underwriters Insurance Company Workers' Compensation: Statutory Limits for the State of California. Employers' Liability: 6/1/18 Policy #35-WEC FG7858  Bodily Injury by Accident - $1,000,000 each accident  Bodily Injury by Disease - $1,000,000 each employee  Bodily Injury by Disease - $1,000,000 policy limit Professional Liability Chubb & Son, Inc. BINDO94045 Solely in the performance of services as municipal financing consultants for others for a fee. Limit: $2,000,000 Per Occurrence & Aggregate (including defense costs, charges, and expenses) 6/1/18 15 BOARD AGENDA ITEM 4d TO: Board of Directors FROM: Nancy Hussmann, Human Resources Director MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Consultant for Total Compensation Study REQUESTED BOARD ACTION: Authorize staff to sign Master Agreement and Task Order No.1 for Ralph Andersen and Associates to conduct a Total Compensation Study for South Tahoe Public Utility District in the amount of $31,315. DISCUSSION: During 2017 contract negotiations, it was agreed that a Total Compensation Study be performed and completed by September 2019, as the last Total Compensation Study was performed in 2012. Requests for Proposals were distributed to 14 firms on August 15, 2017, and the District received 3 formal Proposals. All 3 firms were interviewed by members of the District’s Compensation Study Committee, and it was decided that Ralph Andersen and Associates be awarded the project. Ralph Andersen’s proposal was the lowest cost of the 3 proposals, and when notified of the successful award, the project was explained more thoroughly. As such, the District received a revised Timeline and Cost Estimate from Ralph Andersen and Associates, which is attached to the end of their formal Proposal. The revised Cost Estimate is still lower than the other 2 Proposals. The Committee believes that Ralph Andersen’s long history in the industry and experience conducting compensation studies would serve the District well. SCHEDULE: November 3, 2017 – Obtain Contract signatures and begin project COSTS: $31,315 ACCOUNT NO: 50/50-22/4405 BUDGETED AMOUNT AVAILABLE: Funded with contingencies ATTACHMENTS: South Tahoe Public Utility District Request for Proposal; Ralph Andersen Proposal, Updated Timeline and Cost Estimate, Master Agreement and Task Order No. 1 _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 16 1 REQUEST FOR PROPOSAL FOR TOTAL COMPENSATION STUDY South Tahoe Public Utility District Proposal Issue Date: August 15, 2017 Human Resources Director Due Date: September 5, 2017 3:00 p.m. 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 17 2 Introduction The South Tahoe Public Utility District invites interested, qualified, professional consulting firms to submit written proposals to evaluate, analyze, and prepare a District-wide Total Compensation Study. Our desire is to obtain a consultant with public sector experience in total compensation studies who will assist the District in reviewing the District’s compensation, including all benefits and determine the correct market salary for each surveyed position, establish the market value of the employee benefits package, and provide a market analysis of the base and total compensation. In addition, we are seeking a consultant’s assistance in determining the appropriate Consumer Price Index or Indexes applicable to the unique environment of South Lake Tahoe. This Request for Proposals (RFP) is an invitation by the South Tahoe Public Utility District (District) for consultants to submit an offer, which may be subject to subsequent discussion. Submittal of a proposal does not create any right or expectation to a Contract with the District and the District further declares that it will incur no financial obligations for any costs by any firm in preparation of their proposal. Qualified firms may submit their sealed proposal responses on or before September 5, 2017 by 3:00 p.m. to: Nancy A. Hussmann Human Resources Director South Tahoe Public Utility District 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 (530) 543-6222 nhussmann@stpud.dst.ca.us Background The South Tahoe Public Utility District, a public agency established in 1950, supplies drinking water and provides wastewater collection, and treatment, and recycled water export storage and reuse for the community of South Lake Tahoe. The community of South Lake Tahoe is unique in terms of remote location, very high standards of environmental protection, tourist economy, low population growth with high housing costs, and a workforce that includes many employees living in the State of Nevada. The District currently has 113 employees, 94 of whom are represented by the Stationary Engineers, Local 39. Currently, the District has a step and range compensation system. There are 88 classifications encompassing the 113 employees on the non-exempt and exempt scale. There are six steps per range with 5% between steps. Employees advance annually through the 18 3 steps after a satisfactory six-month probationary increase. Job descriptions were updated in 2011/2012, and are currently being updated again in anticipation of this Total Compensation Study. Total Compensation Studies were conducted in 2007 and 2012 and the District would like to take a fresh look at all aspects of a new, updated Total Compensation Study, including reaching agreement factors used for comparison, the approach to identifying, and then assisting the parties in determining the comparable agencies to be utilized. The District expects the development of the study to be a collaborative effort between the selected consultant and the District; all District work on this Compensation Study will be done by a labor-management committee. Scope of Services The District expects ongoing and open communications between the labor-management Compensation Study Committee and the consultant over the course of each phase of this study. All products and recommendations must comply with applicable State and Federal laws and enhance the District’s ability to match employee compensation to comparable positions in the labor market, and also to recruit and retain qualified personnel. The following are the consulting services related to the Total Compensation Study: 1. Conduct a comprehensive survey of external labor market public sector agencies for agreed-upon classifications. This will include a review and market analysis of salary and benefits including but not limited to base salary, employer paid retirement contributions, specialty pay, employer paid insurance contributions for health, dental, vision, life, long- term disability; retirement health savings plan; and leave benefits including holiday, sick leave and vacation. 2. The consultant will review the current job descriptions and compensation system to assure internal equity and external comparability. When comparing with external agencies, a review of the full job description will be performed by the consultant, not relying solely on the classification’s title to make the comparison. 3. Consultant will meet with the Committee as many times as needed to gain a full understanding of the District’s needs, to discuss consultant’s methodology, and to respond to questions regarding the results of the Compensation Study. Such meetings will include identifying the factors and resources to use to determine comparable labor market agencies to survey, and agreement on comparable classifications to be utilized. 4. Complete an internal base salary relationship analysis, including the development of internal relationship guidelines. 5. Present draft results of the survey to the Compensation Study Committee and respond to questions regarding same. 6. Prepare a written report of results and findings, including discussion of methods, techniques, and data used to develop the Base and Total Compensation Study. 19 4 7. Meet with the Compensation Committee to discuss factors to consider when determining the appropriate Consumer Price Index(es) (CPI) to use for the South Lake Tahoe community and make a recommendation for the appropriate CPI for future use by the District. 8. Provide instructional information to allow District staff to conduct individual salary audits consistent with study methods until the next study is conducted. 9. Consultant will also present the final report to the Board of Directors. Proposed Timetable Proposed timetable is subject to change depending upon the needs of the District. Action Item Target Date Request for Proposal Issued August 4, 2017 Due date for Proposal September 5, 2017 Evaluation of Proposals Period September 6th through September 27, 2017 Interview of Top Proposers October 10, 2017 Select Firm Notified October 11, 2017 Finalize Professional Agreement October 20, 2017 Present Recommendation to Board of Directors November 2, 2017 Contract Date November 3, 2017 Phase I – Determine Labor Market Agencies February 15, 2018 Phase II – Determine Comparable Positions May 15, 2018 Phase III – Present Draft Report June 15, 2018 Phase IV – Present Final Report September 15, 2018 The South Tahoe Public Utility District will provide the following information to the successful consultant: • Copies of all existing job descriptions • Copies of all wage and salary schedules • Copies of all employee benefits schedules • Copy of all Memorandums of Understanding • Copy of the District’s Organizational Chart Submittal Content and Procedures The following information should be provided in each proposal and will be utilized in evaluating each proposal submitted. To expedite the evaluation of proposals, submittals must follow this format and should be no more than 30 pages in length. 1. Cover Letter The cover letter should indicate the full name and address of the consulting firm that will perform the services described in the RFP. The Consultant should include the name and contact information for the individual who will serve as project manager, and each team 20 5 member’s name and contact information. Additionally, the cover letter should outline the firm’s qualifications. 2. Consultant’s Prior Experience and Qualifications Provide examples of the last three (3) completed projects demonstrating the consultant’s experience working with public agencies similar in size, scope and purpose. 3. References Provide three (3) client references applicable to the scope of services. Include contact names, telephone numbers and email addresses. 4. Organizational Chart Identify all team members and their titles and responsibilities for the project. 5. Team Member Resumes Provide a resume/biography for all team members. 6. Project Overview and Approach Explain the proposed methodology that will be used, and clearly demonstrate understanding of the objectives the project is intended to complete. The Consultant should provide a detailed work plan and time line indicating how each task under the Scope of Services will be accomplished. Discuss any unique approaches or resources that the Consultant feels will help the District meet its stated objectives. 7. Timeline Please discuss how you can meet the timeline provided herein. The District may be open to changing target deadlines within the project, as long as the project is complete by September 15, 2018. 8. Fee Proposal Discuss proposed pricing to provide the services in the Scope of Services, all inclusive. Provide a breakdown of the firm’s rates, fees and charges for services, by phase, and for total project, and a proposed payment schedule. 9. Exceptions/Deviations State any exceptions to or deviations from the requirements of this RFP, segregating “technical” exceptions from “contractual” exceptions. Where Proposer wishes to propose alternative approaches to meeting the District’s technical or contractual requirements, these should be thoroughly explained. If no contractual exceptions are noted, Proposer will be deemed to have accepted the contract requirements as set forth in Exhibit A. Submission Requirements For consideration to be given to any proposal submitted pursuant to this RFP, one original and electronic copy of the Proposal must be received on or before September 5, 2017 by 3:00 p.m. at the address listed on the cover page of this Request for Proposal. Late proposals will not be 21 6 accepted, regardless of postmark. No oral, telephone, fax, or email proposals will be considered, although clarifications may be done by phone or email. The District reserves the right to reject any or all proposals submitted. If it becomes necessary to revise any part of this RFP, addenda will be supplied to all firms receiving this Request for Proposal. The selected provider will enter into a contract with the South Tahoe Public Utility District for consulting services for a term to be mutually agreed upon by the District and selected firm. For informational purposes, a sample Master Agreement for Consulting Services is attached to this RFP as Attachment A. Evaluation and Selection Process The various significant factors that will be considered in the evaluation of proposals are summarized below. The District’s final selection will not be dictated by any single factor, including price. The relative importance of these factors involves judgment on the part of the District’s Compensation Study Committee and will include both objective and subjective analysis. The evaluation criteria listed below are listed in random sequence and are not considered in any rank or order of importance: 1. The Proposer has advanced knowledge of the laws and practices relating to employee classification and compensation within a public entity. 2. The Proposer has a demonstrated track record of success in handling all aspects of employee classification and compensation and at least five years of providing these services to public entities in the State of California. 3. The Proposer shall demonstrate an understanding of the assignment and knowledge of the skills necessary to serve in the role of Compensation Consultant. 4. The Proposer’s management approach and methodology will meet the District’s expectations. 5. Qualifications of the Consultant and assigned project staff. 6. Proposer’s timeline for project completion/proposed schedule. 7. The Proposer complied with the specifications as set forth in the RFP. 8. The Proposer’s cost and fees proposal. 9. Proposer will receive outstanding references from comparable clients. The submitted Proposals will be reviewed by each member of the Compensation Study Committee. Top Proposers may then be invited to an interview before the Committee, and all prospective proposers will be asked to keep the date listed in the timeline available. It is expected that the assigned contact person and project manager are the people that will attend the interview. No other interview dates will be provided, therefore, if a Proposer is unable to attend the interview on this date its proposal may be eliminated from further consideration. The interview will likely consist of a short presentation by the Proposer, after which the Compensation Study Committee will ask questions related to the firm’s proposal and qualifications. 22 7 At the conclusion of the evaluation process, the Compensation Study Committee will recommend to the Board of Directors a Proposer whose proposal is most advantageous to the District. General RFP Conditions 1. The District reserves the right to accept or reject any and all proposals, or any item or part thereof, or to waive any informalities or irregularities in proposals. 2. The District reserves the right to withdraw or cancel this RFP at any time without prior notice and the District makes no representations that any contract will be awarded to any Proposer responding to this RFP. 3. The District reserves the right to postpone proposal openings for its own convenience. 4. Proposals received by the District are public information and must be made available to any person upon request. 5. Submitted proposals are not to be copyrighted. 6. The District reserves the right to seek clarification of information submitted in response to this RFP. 7. The District reserves the right to modify the RFP as it deems necessary. 8. Any material misrepresentations made by the Proposer will void the proposal response and eliminate the Proposer from further consideration. 9. The District shall not, in any event, be liable for any pre-contractual expenses incurred by Proposer in the preparation of its proposal. Proposer shall not include any such expenses as part of its proposal. Pre-contractual expenses are defined as expenses incurred by Proposer in preparing its proposal in response to this RFP; submitting that proposal to the District; attending an evaluation interview with the Compensation Study Committee; negotiating with the District any matter related to this proposal; or any other expenses incurred by Proposer prior to date of award, if any. Insurance Requirements Proposers shall obtain and maintain during the entire term of the agreement, insurance pertaining to the activities associated with the agreement. Proposers will be required to obtain, at its own cost and expense, all insurance endorsements required below, and shall provide evidence of such insurance and endorsements to the District prior to commencing work. Workers Compensation Insurance Statutory Limits Automobile Liability $1,000,000 per accident* Commercial General Liability $1,000,000 per occurrence* Professional Liability $1,000,000 per occurrence* *Combined Single Limit Acceptable Laws of Governance The selected Proposer will be required to comply with all existing State and Federal laws, including applicable equal opportunity employment provisions. The Contract shall also be construed and governed in accordance with the laws of the State of California and the District. 23 8 Consultant shall comply with all federal, state and local laws, ordinances, and regulations applicable to the work. 24 9 Compensation Study Consultant RFP – Distribution List Georg Kramer Koff & Associates 2835 Seventh Street Berkeley, CA 94710 (510) 658-5633 Bill Ewing Jr. Ewing Consulting, Inc. 501 N. El Camino Real, Suite 210 San Clemente, CA 92672 (949) 366-4160 LB Hayhurst & Associates 27 Commercial Blvd., Suite C Novato, CA 94949 (415) 884-0544 Ralph Anderson & Associates 5800 Stanford Ranch Road, Suite 410 Rocklin, CA (916) 630-4900 Nash & Company 6453 Via De Anzar Palos Verdes, CA 90275-6560 (310) 831-4874 Fox Lawson & Associates P.O. Box 32985 Phoenix, AZ 85064-2985 (602) 840-1070 William Avery & Associates Management Consultants 3-1/2 N. Santa Cruz Avenue, Suite A Los Gatos, CA 95030 (409) 399-4424 Reward Strategy Group 12707 High Bluff Drive, Suite 200 San Diego, CA 92130 (858) 259-3800 Johnson & Associates 5800 Stanford Ranch Road, Suite 420 Rocklin, CA 05765 (916) 630-1990 Creative Management Solutions 8205 East Somerset Lane Anaheim, CA 92808 (714) 281-7300 Jean Sullivan Bryce Consulting 3436 American River Drive, Suite 7A Sacramento, CA 95864 CPS HR Consulting 24 Lathrop Way Sacramento, CA 95815 (916) 263-3600 The Mathis Group 312 Deer Hollow Napa, CA 94558 (707) 252-2151 Regional Government Services Authority P.O. Box 1350 Carmel Valley, CA 93924 (805) 764-4540 25 10/19/17 Email Nancy, See the attached timeline and cost update. The general workplan is the same, I just added phases to the timeline and used the schedule you proposed. There are three additional trips – I do think that should be sufficient, but we can add more along the way if needed. Based on our discussions, three added trips will cover the meetings and review of survey agencies, comparables, and the reports. From Doug Johnson, Ralph Andersen & Associates 26 Proposal to Conduct a Total Compensation Study for the South Tahoe Public Utility District Submitted: August 31, 2017 Ralph Andersen & Associates 27 5800 Stanford Ranch Road Suite 410 Rocklin, California 95765 916.630.4900 www.ralphandersen.com August 31, 2017 Ms. Nancy Hussmann South Tahoe Public Utility District 1275 Meadow Crest Drive South Lake Tahoe, California 96150 Dear Ms. Hussmann: We are pleased to submit our proposal to conduct a Total Compensation Study for the District’s 88 job classifications. To facilitate your review, the proposal includes the following:  Prior Experience and Qualifications – A summary of our firm and our approach to consulting projects.  References – References for the project team.  Organization Chart – Organization chart of project team members and their roles.  Team Member Resumes – Resumes of consultants that will be assigned to the project.  Project Overview and Approach – A detailed work plan that has proven to be successful in completing similar projects.  Timeline– A project schedule and availability for completion within eight weeks.  Fee Proposal – The fixed project cost based on the scope and work plan. I am certain that you will find our work plan is responsive to each of your study objectives, and our reputation and experience are unmatched in successfully completing consulting engagements of this nature. Ralph Andersen & Associates is a leader in providing local government consulting services and has successfully completed hundreds of compensation studies. The primary contact for this proposal will be: Doug Johnson, Vice President Ralph Andersen & Associates 5800 Stanford Ranch Road, Suite 410 Rocklin, California 95765 916.630.4900 916.630.4911 fax doug@ralphandersen.com The full resources of the firm will be available to perform consulting services for the duration of the project. We are eager for the opportunity to work with the District again. If you have any ques- tions or need additional information, please do not hesitate to contact Mr. Doug Johnson at (916) 630-4900. We look forward to the opportunity to work with you on this important assignment. Sincerely, Heather Renschler President/CEO 28 South Tahoe Public Utility District Table of Contents Cover Letter Prior Experience and Qualifications ...................................................................... 1  References ............................................................................................................. 3  Organization Chart ............................................................................................... 4  Team Member Resumes .......................................................................................... 5  Project Overview and Approach ............................................................................. 7  Methods and Techniques .................................................................................... 8  Background Data Analysis ...................................................................................................................... 8  Compensation Policy Development ........................................................................................................ 9  Compensation Data Collection and Analysis ......................................................................................... 9  Narrative Scope of Work .................................................................................... 9  Task 1 – Project Kick-off Meetings ......................................................................................................... 9  Task 2 – Identify/Confirm Survey Agencies and Survey Jobs ............................................................. 10  Task 3 – Collect Compensation Data .................................................................................................... 10  Task 4 – Compile and Format Compensation Data ............................................................................. 10  Task 5 – Audit and Finalize Compensation Data .................................................................................. 11  Task 6 – Conduct Internal Relationship Analysis ................................................................................. 11  Task 7 – Develop Salary Recommendations ......................................................................................... 11  Task 8 – Prepare and Review Preliminary Compensation Report ....................................................... 11  Task 9 – Prepare and Submit Final Reports ......................................................................................... 12  Timeline ................................................................................................................ 13  Cost Proposal ....................................................................................................... 14  APPENDIX A – FIVE YEAR CLIENT LISTING ................................................................ A-1 29 South Tahoe Public Utility District Page 1 Prior Experience and Qualifications Ralph Andersen & Associates has over 44 years of local government consulting experience serving the needs of special districts, cities, counties, utilities, community colleges, schools, non-profit organizations, and state governments. Key service areas of the firm include:  Human Resources Consulting  Executive Search  Management Consulting. Ralph Andersen & Associates serves a nationwide clientele through its Corporate Office in the Sacramento area (Rocklin, California). A multi-disciplined, full-service local government consulting organization, Ralph Andersen & Associates is dedicated to helping our clients improve operating efficiency and organizational effectiveness. The firm employs 17 full-time staff, 3 part- time staff, and has additional contractors and affiliations as needed to provide a full range of services. Corporate Office Northern California Robert J. Burg Executive Vice President Heather Renschler President/CEO Management Consulting and Executive Search Practice Manager Executive Search ConsultantsResearch Associates Graphics Sr. Recruitment Coordinator Recruitment Coordinator Support Staff Accounting Sr. Contracts/ Proposal Coordinator Executive Search National Practice Leaders Heather Renschler Robert Burg Ralph Andersen & Associates Updated January 2017 (1)Former City Manager(2)Former Police Chief(3)Former Fair CEO Doug Johnson Vice President Human Resources Consulting and Executive Search Search Team David Morgan(1) Jim Armstrong(1) Greg Nelson(2) Gary Peterson(2) Fairs and Events Norb Bartosik(3) Recruitment Coordinator For this project, staff from the firm’s human resources practice will provide the consulting ser- vices. The human resource practice focuses on those services that are not easily provided by in- house human resources staff. Key services include:  Classification Studies – These projects include job analysis, class plan development, position allocation, career ladders, class specifications, FLSA analysis, ADA compliance, and related analysis.  Compensation Studies – The firm provides a full range of compensation services in- cluding labor market selection, base salary and benefit surveys, private-public data com- parisons, benchmark selection, and internal relationship analysis. 30 South Tahoe Public Utility District Page 2  Expert Testimony and Arbitration Support – The firm has had significant experi- ence providing technical support in arbitration and mediation hearings and has significant experience working with labor and management groups. This expertise includes the selec- tion of comparable agencies and the elements of compensation appropriate for labor market surveys.  Job Evaluation Systems – In addition to having a copyrighted Point Factor Job Eval- uation System, the staff of Ralph Andersen & Associates have significant expertise in de- veloping customized job evaluation systems and “hybrid” solutions.  Performance Management Programs – Performance management serves as a foun- dation for measuring/tracking organization and employee performance. We have several standard systems that have demonstrated success in a variety of public agencies. In addi- tion, Ralph Andersen & Associates can develop tailored performance management sys- tems to fit the unique needs of our clients.  Pay-for-Performance/Incentive Programs – Ralph Andersen & Associates is a leader in developing effective pay-for-performance programs for public agencies including merit progression systems, lump sum and incentive programs, and other mechanisms tied to employee or organizational measurement criteria.  Technical Assistance – Ralph Andersen & Associates also provides a full range of hourly technical assistance including conducting job audits, support for labor relations, and expert testimony. The approach our firm uses to conduct compensation studies is customized to the specific needs and objectives of each client. While the work plan we have provided in this proposal is proven, we are happy to adapt our work plan and approach as needed during project initiation meetings and throughout the process. Our firm has an outstanding reputation working with elected officials, managers, and labor representatives. Our goal is to provide products and deliverables that ensure implementation by the District. Highlights of our approach include:  Policy discussions with appropriate District representatives including a workshop should this be desired by the District.  Custom data presentations including base salary, retirement and other benefits data (as requested). We do not rely on “canned” data analysis tools. The firm uses dynamic Excel spreadsheets and can array and present the data in a format that best meets the District’s objectives for the project.  We are one of the few firms that has experience with private sector data analysis. We subscribe to the largest private sector database in North America which is updated quarterly. This data can be regionalized to fit the recruitment region of the District.  Extensive review and input by managers, employees, elected officials, and other stakeholders. We provide easy to review draft reports and work with the District to ensure that the final reports meet or exceed all study objectives. The project team assigned to this project has conducted numerous similar total compensation studies, often involving the unique market location and conditions as the District. Examples of recent projects include Total Compensation projects for the City of Palo Alto, Otay Water District, the City of Simi Valley. 31 South Tahoe Public Utility District Page 3 References The staff of Ralph Andersen & Associates has extensive experience providing services directly related to those sought by the South Tahoe Public Utility District for hundreds of clients. The firm utilizes a project management system that helps meet project deadlines while balancing the firm’s staff resources. We do not rely on outside contractors. The following references represent just a small sample of similar assignments conducted by the firm. We are certain you will find that our record and our reputation are outstanding. City of Palo Alto, CA Scope of Work: Multiple total compensation studies since 2014 including several current surveys. This is an ongoing project. Contact: Rumi Portillo, Chief People Officer 250 Hamilton Avenue, Palo Alto, CA 94303 (650) 329-2376 rumi.portillo@cityofpaloalto.org Olivenhain Municipal Water District Scope of Work: Total Compensation Studies (2010, 2012, 2015). The firm conducts regular surveys that includes salary, benefits, and demographic information for all District job classifications. Contact: Thomas Wood, Human Resources Manager 1966 Olivenhain Road, Encinitas, CA 92024 (760) 632-4211 twood@olivenhain.com City of Simi Valley, CA Scope of Work: Citywide classification and total compensation study involving all jobs and employee groups. Contact: Jennifer Gutierres, Deputy Director, Human Resources 2929 Tapo Canyon Rd, Simi Valley, CA 93064 (805) 583-6741 jgutierres@simivalley.org Otay Water District Scope of Work: Total Compensation Studies in 2012, 2014, 2016, and 2017-18 in support of labor negotiations. A prior project also included CPI analysis. Contact: Kelli Williamson, Human Resources Manager 2554 Sweetwater Springs, Spring Valley, CA 91978 (619) 670-2227 kwilliamson@otaywater.gov A five year client listing is provided in Appendix A. 32 South Tahoe Public Utility District Page 4 Organization Chart In defining the project team for this engagement, consideration of the current workload of all consulting staff was taken into account to ensure our ability to fully meet your stated needs and objectives. Doug Johnson, Vice President, will serve as the Project Manager and will have responsibility for all primary contact with the District as well as all on-site review meetings and presentations. Mr. Johnson has managed hundreds of consulting engagements including large public agencies throughout California and the United States. As shown in the chart, the staffing for this project will include:  Doug Johnson, Vice President – Mr. Johnson will serve as the project manager and will conduct all on-site meetings, prepare all written reports, and serve as chief analyst on the project. He is the firm’s most experienced project manager and has expertise in work- ing with special districts similar to South Tahoe Public Utility District.  Jeff McMurdo, Consultant – Mr. McMurdo is the most experienced consultant at the firm and has extensive experience collecting and analyzing market data.  Rachel Adams – Ms. Adams has extensive research and analytical experience conduct- ing market studies. All three of these staff members are available for the scheduled duration of the project. Anticipated workloads for all staff have been considered in assigning staff to this project. Additional firm resources, including support staff and project consultants, will be available to ensure successful and timely completion of the study. The firm does not use or rely on subcontractors for classification and compensation studies. 33 South Tahoe Public Utility District Page 5 Team Member Resumes Consultants, complemented by consulting firms, define the difference between success and failure in projects of this nature. Ralph Andersen & Associates understands that selection of a project team with the right mix of skills and experience is the most important decision that will be made during the study. The team must be well led and the project well managed if the study objectives are to be achieved. In defining the project team for this engagement, consideration of the current workload of all consulting staff was taken into account to ensure our ability to fully meet your stated needs and objectives. Doug Johnson, Vice President, will serve as the Primary Contact Person and will have responsibility for all primary contact with the District as well as all on-site review meetings and presentations. Mr. Johnson has managed hundreds of consulting engagements including large public agencies throughout California and the United States. Brief staff resumes for staff assigned to this project are provided below and on the following pages. Doug Johnson, Vice President Mr. Johnson is currently a Vice President with Ralph Andersen & Associates and has over 26 years of local government consulting experience. Mr. Johnson has 13 years of experience with Ralph Andersen & Associates in addition to 13 years as President of Johnson & Associates, a human resources consulting firm. Mr. Johnson is the firm’s expert in job analysis, market comparability, compensation, benefits, and related matters. He has served as an expert witness in arbitration proceedings and mediation sessions, mostly involving police and fire issues. He has extensive ex- perience working with elected officials, public executives, staff members, labor organizations, and ad-hoc committees. He leads the firm’s human resource consulting services and participates in all facets of the firm’s recruitments. Mr. Johnson’s expertise includes consulting experience with public agencies throughout the United States including cities, counties, utilities, community colleges, school districts, special dis- tricts, nonprofit organizations, and private companies. Mr. Johnson has provided consulting as- sistance to hundreds of public sector agencies and is a recognized expert in compensation issues. Specific areas of expertise include:  Job classification studies  Job evaluation system design and implementation  Pay plan development and administration  Market comparability research and analysis  Total compensation analysis  Private sector data analysis  Performance management. Mr. Johnson holds a Bachelor of Arts degree in Psychology with a minor in Communication Stud- ies from California State University, Sacramento. His course work emphasized organizational de- velopment and performance incentives. He is an active member of WorldAtWork, The Total Re- wards Association. 34 South Tahoe Public Utility District Page 6 Jeff McMurdo, Consultant Mr. McMurdo has over 15 years of consulting experience and serves on a variety of project con- sulting teams focusing on classification and compensation plan development. He has primary re- sponsibility for conducting market research on compensation studies and participates extensively in the employee interview and review phases of classification studies. Key responsibilities of Mr. McMurdo include:  Conducting job analysis interviews, analyzing positions and job classifications, and pre- paring job descriptions.  Designing survey data collection forms, questionnaires, and related instruments.  Market survey research including the review and analysis of budgets, organization charts, MOUs, job descriptions, salary schedules, and benefit documents.  Data compilation including job comparability, range structure analysis, benefit data, and related survey information. He has been a consultant on hundreds of classification and compensation projects including pro- jects for Mesa Water District, South Tahoe Public Utility District, Rincon del Diablo Municipal Water District, Santa Ana Watershed Project Authority and the cities of Simi Valley, Milpitas, Lake Forest, Arcadia, Temple City, Ketchikan, Laguna Hills, Reno, Sacramento, Stockton, and Sunnyvale. Mr. McMurdo holds a Bachelor of Science degree in Business Administration from California State University, Sacramento. His course work emphasized human resource manage- ment. Rachel Adams, Consultant Ms. Adams is a Consultant with Ralph Andersen & Associates and has extensive data collection and research experience. She serves as a staff consultant on the full range of human resources projects. Her experience includes participation in classification studies and conducting large and complex compensation surveys. Ms. Adams’ expertise includes:  Participation in classification job audits and development of classification recommenda- tions and class specifications.  Collection and analysis of labor market salary and benefit data.  Development of salary recommendations. She has performed classification and compensation analyses for a number of different clients in- cluding projects for Mesa Water District, Rincon del Diablo Water District, Olivenhain Municipal Water District and projects for the cities of San Bernardino, Simi Valley, Hermosa Beach, Palo Alto, Richmond, Santa Clara, Modesto, Sacramento, and Irwindale. Ms. Adams holds a Bachelor of Arts degree in International Relations and Spanish and a minor in Mathematics from Calvin College. Additional firm resources, including support staff and project consultants, will be available to ensure successful and timely completion of the study. Ralph Andersen & Associates staffs projects with full-time consultants that are employees of the firm. No sub-contractors will be used for this project. 35 South Tahoe Public Utility District Page 7 Project Overview and Approach Ralph Andersen & Associates is a leader in providing human resource consulting services to special districts and other public agencies. We have significant expertise in working successfully with elected officials, managers, and labor representatives to achieve project objectives. Highlights of our proposal are:  California Focus – Ralph Andersen & Associates has been providing local government consulting since 1972 and, while we maintain a nationwide practice, the vast majority of our work is in California. We understand the unique aspects of public sector compensation in California and the unique markets that exist throughout the state.  Proven Methodologies and Work Plans – Our consultants have decades of experi- ence working on both large and small consulting engagements, often involving complex issues. We have developed an approach to conducting compensation and classification surveys that is proven and meets the professional standards established by compensation professionals. We are proud to be ad-hoc consultants, not constrained by a specific system or approach. We have a number of evaluation tools at our disposal and we emphasize cus- tomized data analysis to make sure we are meeting the specific objectives and needs of our clients. Our methods stand up to the test in mediation, fact-finding, and arbitration pro- ceedings.  Experienced Consulting Team – Our staff are full-time, experienced professionals who have worked with hundreds of public sector clients. We do not rely on contract per- sonnel. For this project, Doug Johnson, Vice President, will be the project manager and chief analyst. Mr. Johnson will be assisted by an experienced consulting team made up of Jeff McMurdo and Rachel Adams, both of whom have conducted extensive compensation and benefit surveys for large and small water agencies, utilities, and local government agencies.  Value – Our proposed cost may not be the lowest in the industry, but we make sure we dedicate the appropriate resources to ensure the success of the study. For compensation surveys, we utilize data collection, analysis, and reporting tools that are unmatched by our peers. We can quickly update data, run what-if scenarios, and quickly model different la- bor markets and market positions including their cost impacts. We will adapt our work plan to best meet the District’s goals without wasting resources.  Timeliness – We have prepared a schedule that meets the District’s objectives with plenty of room for District review, comment, and discussion.  Collaborative Process – We are comfortable working with project committees and dif- ferent stakeholders. Our data collection and reporting is transparent and we are eager to respond to any questions regarding comparabilities and data. Ralph Andersen & Associates is a multi-disciplined, full-service local government consulting or- ganization dedicated to helping our clients improve operating efficiency and organizational effec- tiveness. We look forward to the opportunity to discuss our qualifications and further tailor our work plan to meet the District’s objectives. 36 South Tahoe Public Utility District Page 8 Methods and Techniques To ensure that the District’s objectives are met, the following key study components and anticipated end-products are included in the work plan developed by Ralph Andersen & Associates.  Conduct a meeting with District representatives and the project committee at project ini- tiation to confirm the study goals, objectives, and deliverables  Conduct an extensive review of background documents  Review historical practices and recommend survey agencies, survey job classifications, and identify data collection needs  Conduct a custom salary and benefit survey and analyze the market data  Develop draft and final reports incorporating all study recommendations and supporting data  Present the findings to managers, employees, labor representatives, project committees, and the Board of Directors, as needed. We will review our recommended approach including communication and stakeholder interac- tion plans with the District at the beginning of the project to ensure the District’s requirements are fully incorporated into the work plan. Ralph Andersen & Associates has a strong commitment to developing and implementing custom- ized and tailored compensation systems. While we have broad expertise and experience from hun- dreds of successful consulting assignments, we are committed to a “customer service” approach to all of our client engagements. This assures the preparation of study end-products that are uniquely customized to the South Tahoe Public Utility District. Ralph Andersen & Associates will apply several technical and administrative methodologies in creating the District’s updated compensation systems. An overview of all key methodologies is described below. Background Data Analysis The consultant team will identify a wide range of background data that will be collected from the District as part of the study. The consultant team will provide the District with a complete list of background needs upon initiation of the project. Materials collected and reviewed during this initial stage of the project will, at a minimum, include:  Organization charts  Existing class specifications  Budgets  Current pay plan and related salary schedules  Benefits summaries  Previous compensation survey  Memorandums of Understanding  Relevant administrative rules and procedures. 37 South Tahoe Public Utility District Page 9 These materials provide an understanding of the District’s personnel system and of current applicable policies and procedures. Compensation Policy Development This methodology relates to the identification and documentation of the District’s compensation philosophies, policies, and procedures. The consulting team will confirm specific policies, both implicit and explicit, and assess their impact on the District’s overall ability to attract, recruit, employ, advance, and retain high quality personnel. These policies and practices will include the relative labor market position the District seeks to maintain in the competitive labor market, the types of employers with which the District chooses to compete, and the relative importance placed on internal equity vs. market forces in the development of the salary plan. This assessment can be conducted through meetings with the committee or with broader input using a workshop session that includes project team members, managers, and the Board of Directors. Compensation Data Collection and Analysis The methodology utilized in collecting and analyzing compensation data involves an extensive process to ensure accuracy, reliability, and completeness. Ralph Andersen & Associates does not rely on published or previously collected data; all data is collected personally by the consulting team, who have an in-depth knowledge and understanding of the survey classifications. Supporting our approach to labor market surveys, this component of the study will include the collection of base salary, salary structure, retirement, and other benefits data through written and electronic materials and telephone calls. An online data collection form can be used for those agencies that prefer this approach. Data analysis will include reliability and validity statistics as well as the survey market mean, median, and requested percentiles. Narrative Scope of Work Task 1 – Project Kick-off Meetings The consultants will begin all administrative and coordinative efforts in support of the project initiation meetings and briefings. Among other things, this will include:  Preparation of a project schedule  Identification and review of background data including existing class specifications, or- ganization charts, previous survey, employee listings, salary schedules, and related infor- mation  Identification of scheduling parameters for meetings and interaction with various District stakeholders. This initial step in the study process will be used to identify significant compensation concerns that should be clarified during the initial meeting or addressed during the course of the study. The consultants will meet with the District’s Human Resources and other staff as appropriate to ensure a full understanding of project objectives and deliverables. The project work plan and schedule will be adapted to achieve the objectives. This meeting will also include a discussion of the District’s compensation policies and confirmation of survey agencies, survey jobs, and survey elements. These meetings will also include meetings with the project committee. 38 South Tahoe Public Utility District Page 10 Task 2 – Identify/Confirm Survey Agencies and Survey Jobs The District’s compensation policy directly impacts all study end-products resulting from the compensation components of the analysis. As a starting point for the study, we propose that the consulting team meet with key management staff to clarify and confirm the District’s compensation policy. Important considerations to be discussed include historical practices, recruitment and retention issues, pros and cons of the current compensation system, and reliance on external market data versus internal equity for purposes of setting salaries. The consultants will work with appropriate District representatives to determine and/or confirm comparison agencies and the scope of compensation data to be collected. The firm has significant experience analyzing, identifying, and recommending specific survey agencies that best reflect the competitive labor market and also have comparable jobs. Our approach includes a review of several factors including historical practices, geographic proximity, agency size, and a variety of demographic measures. Our analysis will result in a discussion of potential changes to the District’s historical survey agencies in order to best match 2016 market conditions. The consultants will identify survey job classifications in consultation with appropriate District stakeholders. Benchmark classifications would be identified upon completion of survey tasks to ensure that the best, most statistically valid data is used to establish the pay plan. Task 3 – Collect Compensation Data After the compensation policy discussion, the consultant team will collect and analyze the compensation data. We do not typically rely on the development of a survey packet since such efforts are not the most efficient method for compiling survey data. If preferred, we can prepare a survey packet for distribution to survey agencies, however, our typical approach would include:  Initial contact to each labor market employer included in the study to explain the purpose and scope of the survey and confirm cooperation.  The collection and analysis of source documents from each survey agency including posi- tion control documents, budgets, job descriptions, organization charts, salary schedules, benefit summaries, and MOUs.  The development and use of an online survey data collection form or spreadsheet for those agencies that prefer this approach and where the consultants are unable to utilize source documents.  The development of follow-up and clarification questions for each survey agencies based on our review of documents.  The confirmation of all compensation data through telephone calls, email, and other means. This will assure that comparability is established and that all compensation data is factual and complete. The consultants will document key comparability criteria for all survey jobs, including a thorough understanding of resources, staffing, reporting relationships, and functional areas of management. We will work closely with the District’s Human Resources and other staff to ensure comparable data is used. Task 4 – Compile and Format Compensation Data The salary and benefit data, once collected and thoroughly reviewed for completeness and accuracy, will be appropriately formatted and the results tabulated in a consistent and uniform manner by the project consultants. The analysis will include pay structure trends and base salary 39 South Tahoe Public Utility District Page 11 analysis to ensure all appropriate comparison criteria is available for developing recommendations. Through the use of spreadsheet applications developed by our office, it is anticipated that standard formulas will be applied in the calculation of the survey data mean, median, and selected percentiles, with the corresponding percentage relationship to the market data also calculated. Data presentation will be customized to fit the District’s objectives. Task 5 – Audit and Finalize Compensation Data Prior to developing specific salary recommendations, the consultants will thoroughly review and audit the collected survey data. This will include a detailed analysis of data reliability, comparability, statistical validity, and consistency. This audit will be conducted by the project manager independent of the consultant who collected that data. This will ensure that the most accurate and defensible survey data is utilized in comparing the District’s compensation plan to the pay practices of the labor market. This analysis will also include the preparation of graphs and other presentation materials to aide in understanding the market relationships broken down by employee/bargaining group. Task 6 – Conduct Internal Relationship Analysis The internal pay relationship analysis will involve a number of steps in order to arrive at sound and equitable relationships for the new compensation plan. Among others, the most important of these will include:  Analysis of existing and historical pay relationships  Development of consistent, uniform, and realistic guidelines for determining internal re- lationships  Recommendation of equitable and appropriate internal relationship differentials based on the above. Since the balance of market values versus internal values can be a policy issue, options and methodologies for achieving an appropriate balance of internal and external salary equity will be reviewed with the District before developing the salary range recommendations. Task 7 – Develop Salary Recommendations Based upon the results of the internal relationships analysis and the labor market survey, the project consultants will develop salary recommendations for all job classes included as a part of the study process. These salary recommendations will clearly document the means of determining the appropriate pay range and the computation of the dollar and percentage difference between the current maximum salary and the recommended maximum salary. Before finalizing the recommendations, a careful audit of the results will be undertaken to ensure that internal salary compression or compaction does not result. Task 8 – Prepare and Review Preliminary Compensation Report The Preliminary Compensation Report documents all compensation study recommendations and the supporting information used for developing the recommendations. Specifically, the Preliminary Report will include the following:  The District’s documented compensation policy including survey agencies and survey clas- sifications 40 South Tahoe Public Utility District Page 12  Results of the labor market salary survey using tables and graphs  Data breakdowns by job family and employee group  Total compensation analysis using benefits data in addition to isolated analyses of benefits data  Documentation of benchmark classifications and the related job families  Appendices containing detailed labor market data sheets and supporting documentation.  The analysis of CPI and the appropriate index for use of the index in administering and maintaining the compensation plan. The project consultants will conduct an in-depth review of the Preliminary Compensation Report with the District project committee. Any needed corrections, clarifications, or modifications will be discussed at this time. As needed, cost projections for implementation will be provided. Task 9 – Prepare and Submit Final Reports The Final Reports will incorporate any appropriate revisions identified and submitted during the review of the preliminary reports. The submittal of final reports will also include on-site presentations to managers, labor representatives, and the Board of Directors as required. 41 South Tahoe Public Utility District Page 13 Timeline Ralph Andersen & Associates is prepared to begin the project within two weeks of project award and, assuming full cooperation of the District and the survey agencies, our project schedule assumes that all study activities will be completed within eight (8) weeks. Project Timeline South Tahoe Public Utility District 1 2 3 4 5 6 7 8 Task 1-Conduct project initiation meetings* Task 2-Discuss and document compensation policy* Task 3-Collect compensation data Task 4-Compile and format data Task 5-Audit and finalize compensation data Task 6-Conduct internal relationship analysis Task 7-Develop salary recommendations Task 8-Prepare/review preliminary reports* Task 9-Prepare and present final reports* * On-site meeting Blue denotes project milestones 42 South Tahoe Public Utility District Page 14 Cost Proposal The total fixed cost for professional service fees and expenses to conduct the classification and compensation study, as proposed, amounts to $24,900. The cost of professional services and ex- pense reimbursement is based upon the project as described in the work plan, and is a “fixed fee” regardless of which consultant performs the task and/or the number of hours needed to complete a particular element of the study. The table provided below has a breakdown of the total fixed cost by professional services and expense reimbursement: Professional Services $23,500 Expense Reimbursement* 1,400 Total Fixed Cost $24,900 * Includes clerical services, copying/printing, postage/delivery, long distance telephone, transportation, lodging, meals, and related items. The costs outlined assume three (3) separate field trips to the South Tahoe Public Utility District to conduct study-kick off meetings, policy discussion, and report presentations. Reviews of pre- liminary and draft documents can also be accomplished by video or teleconference. If additional on-site meetings are required, they would be billed at an hourly billing rate of $135/hour, to a maximum of $1,350/day, plus expense reimbursement. Hourly rates for additional work beyond the scope of the study would be as follows:  Project Manager – $135  Consultant – $115  Research/Support Staff – $85 If the scope of the analysis creates budget problems for the District, or if additional analysis is desired, we are willing to review the work plan and adjust it and the cost so that it is mutually satisfactory. 43 South Tahoe Public Utility District A-1 Appendix A Five Year Client Listing 44 Five Year Client Listing Page A-2 Appendix A Five Year Client Listing Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Cities City of Anaheim 200 S. Anaheim Blvd. Anaheim, CA 92805 Classification & Compensation Study for Miscellaneous Management Positions Kristine Ridge Human Resources Director (714) 765-5258 kridge@anaheim.net City of Antioch 200 H Street Antioch, CA 94509 Classification & Compensation Study Deborah McHenry Human Resources Director (925) 779-7021 dmchenry@ci.antioch.ca.us City of Arcadia 240 W. Huntington Drive Arcadia, CA 91066 Total Compensation Study; Update Total Compensation Study; Technical Assistance Classification & Compensation Study Tracey Hause Administrative Services Director (626) 574-5425 thause@ci.arcadia.ca.us City of Auburn 1225 Lincoln Way Auburn, CA 95603 Classification & Compensation Study; Technical Assistance David Mackowiak Human Resources Practitioners (530) 534-3071 davidhrp@msn.com City of Beaumont 550 E 6th Street Beaumont, CA 92223 Classification & Compensation Study Kari Mendoza Administrative Services Director (951) 572-3228 karim@beaumont-ca.gov City of Camarillo 601 Carmen Drive Camarillo, CA 93010 Classification & Total Compensation Study Yolanda Kueny Deputy Director, Human Resources (805) 388-5310 ykueny@ci.camarillo.ca.us City of Carson 701 E. Carson Street Carson, CA 90749 Total Compensation Study Gail McMahon Director of Human Resources and Risk Management (310) 952-1736 gmcmahon@carson.ca.us 45 Five Year Client Listing Page A-3 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address City of Ceres 2720 Second Street Ceres, CA 95307 Classification & Total Compensation Study; Technical Assistance Keith Howes Human Resources Manager (209) 402-9406 khleadership@gmail.com City of Concord 428 J Street, Ste. 400 Sacramento, CA 95814 Police Officers Association (POA) Compensation Survey Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Davis 428 J Street, Ste. 400 Sacramento, CA 95814 Fire Management Compensation Survey Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Elk Grove 8401 Laguna Palms Way Elk Grove, CA 95758 Classification & Total Compensation Study Jeannine Seher Human Resources Manager (916) 478-2226 jseher@elkgrovecity.org City of Escondido 201 N. Broadway Escondido, CA 92025 Multiple classification and compensation studies of various employee groups since 2001 Sheryl Bennett Human Resources Director (760) 839-4587 sbennett@ci.escondido.ca.us City of Fairfield 1000 Webster Street Fairfield, CA 94533 Compensation Studies for Police and Fire Classes Steve Janice Employee Relations Manager (707) 428-7758 sjanice@ci.fairfield.ca.us City of Fresno 428 J Street, Ste. 400 Sacramento, CA 95814 Compensation Survey Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Fresno 2600 Fresno Street, Room 1070 Fresno, CA 93721 Classification & Compensation – Mid-Management Job Classes Jeff Cardell Director of Personnel Services (559) 621-6964 Jeffrey.Cardell@fresno.gov City of Hayward 777 B Street Hayward, CA 94541 Comprehensive Compensation Analysis – HAME Survey Unrepresented Classes Vanessa Lopez Senior Human Resources Analyst (510) 583-4566 Vanessa.lopez@hayward-ca.gov City of Hercules Classification Study for 3 Positions Jenny E. Smith Human Resources Specialist (510) 799-8214 jenny.smith@ci.hercules.ca.us 46 Five Year Client Listing Page A-4 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address City of Hermosa Beach 1315 Valley Drive Hermosa Beach, CA 90254 Classification and Compensation Study City Council Compensation Survey Diane Strickfaden Assistant to the City Manager (310) 318-0202 dstrickfaden@hermosabch.org City of Irwindale 5050 North Irwindale Avenue Irwindale, CA 91706 Classification and Compensation Study Mary Hull Human Resources Manager (626) 430-2204 mhull@IrwindaleCA.gov City of Kenai 210 Fidalgo Avenue Kenai, AK 99611 Classification Study Christine Cunningham Assistant to the City Manager (907) 283-8223 ccunningham@ci.kenai.ak.us City of Ketchikan, AK 334 Front Street Ketchikan, AK 99901 Classification & Compensation Study Technical Assistance Classification and Compensation - Technical Assistance Citywide Compensation Survey Marie Miller Human Resources Manager (907) 228-5623 mariem@city.ketchikan.ak.us City of Laguna Hills 24035 El Toro Road Laguna Hills, CA 92653 Compensation Study Compensation and Limited Class Study Don White Assistant City Manager (949) 707-2610 dwhite@ci.laguna-hills.ca.us City of Lake Forest 25550 Commercentre Drive, Suite 100 Lake Forest, CA 92630 Professional Human Resources Consulting Services Pay-for-Performance Evaluation Technical Assistance Compensation Survey Update Partial Classification Review and Full Compensation Study City Manager Survey Classification and Compensation Study Debra Rose Director of Management Services (949) 461-3414 drose@lakeforestca.gov City of Lemoore 119 Fox Street Lemoore, CA 93245 Classification & Compensation Study Janie Venegas, CMC City Clerk/Human Resources Manager (559) 924-6705 jvenegas@lemoore.com 47 Five Year Client Listing Page A-5 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address City of Manhattan Beach 1400 Highland Avenue Manhattan Beach, CA 90266 Total Compensation Survey Janna M. Payne Human Resources Consultant (310) 802-5255 jpayne@citymb.info City of Menlo Park 428 J Street, Ste. 400 Sacramento, CA 95814 Survey Analysis Police Supervisory Association (PSE) Compensation Survey Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Merced 678 West 18th Street Merced, CA 95340 Classification Study Deneen Proctor Director of Support Services (209) 385-4780 proctord@cityofmerced.org City of Milpitas 455 East Calaveras Blvd. Milpitas, CA 95035 Classification and Compensation Study Tina Murphy Human Resources Director (408) 586-3086 tmurphy@ci.milpitas.ca.gov City of Modesto 428 J Street, Ste. 400 Sacramento, CA 95814 Citywide Survey Update (2015) Joseph P. Lopez Assistant City Manager (209) 571-5809 joelopez@modestogov.com City of Modesto 1010 10th Street Modesto, CA 95354 City-wide Compensation Survey Fire Study Survey Update Police Fire Update 2015 Joe Lopez Human Resources Director (209) 571-5126 joelopez@modestogov.com City of Norwalk 12700 Norwalk Blvd. Norwalk, CA 90650 Total Compensation Study Patrick Matson Senior Human Resources Analyst (562) 929-5717 pmatson@norwalkca.gov 48 Five Year Client Listing Page A-6 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address City of Palo Alto 428 J Street, Ste. 400 Sacramento, CA 95814 Total Compensation Study Compensation Study – UMPAPA Police Management Survey Dispatch Data Review Compensation Survey – Utility Systems Operators Compensation Survey – Fire Chief Compensation Survey – Director of Utilities POA Compensation Review (2015) Compensation Survey – SEIU Fire Chief Association Survey – 2016 Compensation Survey – Gas Technician Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Palo Alto 250 Hamilton Avenue Palo Alto, CA 94303 Classification and Compensation Total Compensation Study – Management and Confidential Employees Rumi Portillo Chief People Officer (650) 329-2376 rumi.portillo@cityofpaloalto.org City of Pleasant Hill 100 Gregory Lane Pleasant Hill, CA 94523 Classification & Compensation Study Andrew Murray Assistant City Manager (925) 671-5284 amurray@pleasanthillca.org City of Reno, NV P.O. Box 1900 Reno, NV 89505 Classification & Compensation Study Renee Rungis Human Resources Director (775) 334-2008 rungisr@ci.reno.nv.us City of Richmond, CA 350 Sansome Street, Suite 300 San Francisco, CA 94104 Compensation and Classification Study – Library, Business and Finance, and Clerical Positions Genevieve Ng Senior Labor Counsel (415) 678-3830 gng@publiclawgroup.com 49 Five Year Client Listing Page A-7 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address City of Rocklin, CA 3070 Rocklin Road Rocklin, CA 95677 Compensation Study Michael Green Human Resources Manager (916) 625-5055 michael.green@rocklin.ca.us City of Sacramento, CA 428 J Street, Ste. 400 Sacramento, CA 95814 Compensation Services Police Officers Association Arbitration Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Sacramento 915 I Street Sacramento, CA 95814 Fire Survey Update Salary Survey: Local 39 & Local 447 Utilities Management Organization and Classification Review Compensation Survey Police Officers Association Survey (2016 Update) Salary Surveys 2017-18 Fire and Locksmith Survey Salary Surveys (4 positions) Shelley Banks-Robinson Labor Relations Manager (916) 808-5541 SMBanks-Robinson@ cityofsacramento.org City of Santa Clara 1500 Warburton Avenue Santa Clara, CA 95050 Total Compensation Survey for IAFF, POA, Non-Sworn Public Safety, and AFSCME Compensation Study Julia Hill Assistant Director of Human Resources (408) 615-2161 JHill@santaclaraca.gov City of Signal Hill 2175 Cherry Avenue Signal Hill, CA 90755 Compensation Study Hannah Shin-Heydorn Deputy City Manager (562) 989-7375 hshinheydorn@cityofsignalhill.org City of Simi Valley and Ventura County Waterworks District No. 8 2929 Tapo Canyon Road Simi Valley, CA 93063 Citywide Classification and Compensation Study and Management-level Organizational Structure Review Elizabeth Foushee Deputy Director/Human Resource (805) 583-6741 EFoushee@simivalley.org 50 Five Year Client Listing Page A-8 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address City of South Lake Tahoe 1901 Airport Road, S Lake Tahoe, CA 96150 Classification & Compensation Study; Ongoing Technical Assistance Janet Emmett Human Resources Manager (530) 542-6052 jemmett@cityofslt.us City of Stockton 428 J Street, Ste. 400 Sacramento, CA 95814 Compensation Survey – Deposition 2013 Survey Data Update 2014 Utilities Class & Comp 2015 Compensation Survey Sworn Police Survey Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com City of Stockton 22 E. Weber Ave., Suite 150 Stockton, CA 95202 Fire Update 2015 Department Head Survey Update Teresia Zadroga-Haase Human Resources Director 209-937-8344 Teresia.Haase@stocktongov.com City of Sunnyvale P.O. Box 3707 Sunnyvale, CA 94088 Annual Salary Survey for COA, PSOA, and SEA classes City Manager Survey Communications Officers’ Association Survey – Dispatcher Technical Assistance (Master Contract) Annual PSOA Survey Survey Update – COA (Dispatchers) Tammy Parkhurst Human Resources Manager (408) 730-7498 tparkhurst@ci.sunnyvale.ca.us City of Temple City 9701 Las Tunas Drive Temple City, CA 91780 Classification and Compensation Study Tracey L. Hause Administrative Services Director (626) 285-2171 ext. 2314 thause@templecity.us City of Vacaville 650 Merchant Street Vacaville, CA 95688 Technical Assistance on various classification and compensation matters Chas Howard Human Resources Manager (707) 449-5136 choward@ci.vacaville.ca.us City of Vallejo 428 J Street, Ste. 400 Sacramento, CA 95814 Sworn Police Retiree Health Survey Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com 51 Five Year Client Listing Page A-9 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Counties Napa County 1195 Third Street Napa, CA 94559 Classification & Compensation Study for Management Employees Compensation Study for Represented Employees Compensation Study for Sworn Management Employees Probation Officer Arming Survey Deputy Sheriffs’ Association 2013 Survey Fire Project – Technical Assistance PSE Survey Update (SEIU) HHSA Classification Analysis Management Compensation Plans Compaction Study Between Line Staff & Supervisory Classification Correctional Officer Salary Review Emergency Response Worker & Mental Health Worker Class Review Permit Technician & Plan Examiner Class Series Reviews Engineer Series Compensation Study for Health Officer and Director of Public Health Management Survey Compensation Study – Board of Supervisors Accountant/Auditor Classification Study SEIU Limited Compensation and Internal Alighment Suzanne R. Mason Director of Human Resources (707) 253-4303 suzanne.mason@countyofnapa.org 52 Five Year Client Listing Page A-10 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Sacramento County 700 H Street Sacramento, CA 95814 Deputy Sheriff Arbitration Support; Compensation Analyses Involving Unrepresented County Classifications Deposition (Porter Scott) Mark Norris Administrator, Internal Services Agency (916) 874-7097 norrism@saccounty.net Sacramento County 700 H Street Room 4667 Sacramento, CA 95814 Police Management Arbitration Robert Bonner Director of Labor Relations (916) 874-7085 bonnerr@saccounty.net San Bernardino County 100 Wilshire Blvd., 4th Floor Santa Monica, CA 90401 Compensation Survey Marianne S. Mortimer Stradling Attorneys at Law (424) 214-7014 MMortimer@SYCR.com San Joaquin County 24 South Hunter Street Stockton, CA 95202 Multiple classification and compensation studies of various employee groups conducted since 1998 Marilyn Maskell Principal Human Resources Analyst (209) 468-3276 mmaskell@sjgov.org San Luis Obispo County 428 J Street, Ste. 400 Sacramento, CA 95814 Compensation Survey Update Classification and Compensation (27 positions) Management Compensation Study – Phase III SLOCEA Survey – Phase V Compensation Study Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com San Luis Obispo County 1055 Monterey Street, Suite D250 San Luis Obispo, CA 93408 Technical Assistance – Market Agencies Megan Fisher Employee Relations Manager (805) 781-5971 mmfisher@co.slo.ca.us San Mateo County 455 County Center, 5th Floor Redwood City, CA 94063 Salary Survey (5 Classes) Donna Vaillancourt Human Resources Director (650) 363-4132 dvaillancourt@smcgov.org 53 Five Year Client Listing Page A-11 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Solano County 675 Texas Street Fairfield, CA 94533 Compensation Policy Analysis Compensation and Benefit Survey IT Classification and Compensation Salary Surveys – 7 Positions Marc A. Fox Director of Human Resources (707) 784-2552 MAFox@SolanoCounty.com Sonoma County 575 Administration Drive #116B Santa Rosa, CA 95403 Regional Parks – 5 Classifications Class & Partial Compensation Study Probation Department Classification & Compensation Study Total Compensation Survey – Phase I (18 Job Classes) Total Compensation Survey – Phase II (141 Job Classes) Total compensation Survey – Phase III (9 Water Agency Job Classes) Lisa Conner Human Resources Analyst III (707) 565-5119 Lisa.conner@sonoma-county.org Sonoma County 428 J Street, Ste. 400 Sacramento, CA 95814 Class Matching Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com Stanislaus County 428 J Street, Ste. 400 Sacramento, CA 95814 Countywide Total Compensation Survey (Phase I) Mark Gregersen Principal Consultant (916) 258-8807 mgregersen@publiclawgroup.com Water Districts Coachella Valley Water District 75515 Hovley Lane East Palm Desert, CA 92211 Comprehensive Compensation and Classification Survey Kris Hopping, SPHR Senior Human Resources Specialist (760) 398-2661, ext. 2489 khopping@cvwd.org East Bay Regional Park District P.O. Box 5381 Oakland, CA 94605- 0381 Confidential Studies & Reports Dr. Ana M. Alvarez Deputy General Manager (510) 544-2011 AAlvarez@ebparks.org 54 Five Year Client Listing Page A-12 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Irvine Ranch Water District 15600 Sand Canyon Avenue Irvine, CA 92618 Compensation Policy Review 2014/2015 Compensation Survey Gretchen C. Ronin Human Resources Manager (949) 453-5438 Maswadeh@irwd.com Mesa Water District 1965 Placentia Avenue Contra Costa, CA 92627 Benefits Benchmark Survey Classification and Compensation Study Coleen L. Monteleone Administrative Services Manager (949) 631-1205 coleenm@mesawater.org Monterey Regional Water Pollution Control Agency Base Salary Compensation Survey Leara Sampson Human Resources Administrator (831) 645-4650 leara@mrwpca.com Olivenhain Municipal Water District 1966 Olivenhain Road Encinitas, CA 92024 Total Compensation Study Compensation Survey Thomas Wood Human Resources Manager (760) 632-4211 twood@olivenhain.com Otay Water District 2554 Sweetwater Springs Spring Valley, CA 91978 Total Compensation Study Compensation Study Survey Data Analysis Compensation and Benefits Study Kelli Williamson Human Resources Manager (619) 670-2227 kwilliamson@otaywater.gov Rincon del Diablo Municipal Water District 1920 North Iris Lane Escondido, CA 92026 Classification and Compensation Study Tish Berge Director of Administration and Finance (760) 745-5522 x500 tberge@rinconwater.org Santa Ana Watershed Project Authority 11615 Sterling Ave. Riverside, CA 92503 Classification and Compensation Study Celeste Cantu General Manager (951) 354-4247 ccantu@sawpa.org Santa Fe Irrigation District P.O. Box 409 Rancho Santa Fe, CA 92067 Compensation Survey Jessica Miles Human Resources Administrator 858-227-5780 jmiles@sfidwater.org 55 Five Year Client Listing Page A-13 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Scotts Valley Water District 2 Civic Center Drive Scotts Valley, CA 95066 Compensation Survey Compensation Survey (2 Positions) Piret Harmon General Manager (831) 438-2363 pharmon@svwd.org Sonona County Water Agency (De Loach and Associates) Limited Classification and Compensation Robert A. DeLoach President (909) 758-0273 Robertadeloach1@gmail.com Soquel Creek Water District 5180 Soquel Drive Soquel, CA 95073 Compensation Study Michelle Boisen Financial and Business Services Manager (831) 475-8500 michelleb@soquelcreekwater.org Sunny Slope Water Company 1040 El Campo Drive Pasadena, CA 91107 Total Compensation Study Michael Hart Vice President & General Manager (626) 795-4163 sswc01@sbcglobal.net West Basin Municipal Water District 17140 S. Avalon Blvd., Suite 210 Carson, CA 90746 Classification and Compensation Survey Michelle Green Human Resources Officer (310) 660-6228 michelleg@westbasin.org Zone 7 Water Agency 100 N. Canyon Pkwy. Livermore, CA 94551 Total Compensation Studies Sylvia Seaborn Human Resources Manager (925) 224-7730 ext. 228 sseaborn@zone7water.com Other Districts and Authorities Central Contra Costa Sanitary District 555 12th Street, Suite 1500 Oakland, CA 94607 Compensation Survey Eddie Kreisberg Meyers Nave (510) 351-4300 elk@meyersnave.com Emerald People’s Utility District 33733 Seavey Loop Road Eugene, OR 97405 COLA Analysis Alice Schroeder, SPHR Human Resources Coordinator (541) 744-7457 alice@epud.org 56 Five Year Client Listing Page A-14 Agency Scope of Services Contact Name Contact Title Telephone Number E-mail Address Tahoe Truckee Unified School District 11603 Donner Pass Road Truckee, CA 96161 Management Classification and Compensation Study Thomas Gemma Executive Director of Administrative Services (530) 582-2500 tgemma@ttusd.org West Bay Sanitary District 500 Laurel Street Menlo Park, CA 94025 Job Classification and Total Compensation – Technical Assistance Phil Scott District Manager (650) 321-0384 57 Ralph Andersen & Associates 5800 Stanford Ranch Road, Suite 410 Rocklin, CA 95765 Tel: 916.630.4900 www.ralphandersen.com58 1 MASTER AGREEMENT FOR CONSULTING SERVICES RALPH ANDERSEN AND ASSOCIATES THIS AGREEMENT is made and entered into as of the 2nd day of November, 2017, by and between South Tahoe Public Utility District, hereinafter referred to as “DISTRICT” and Ralph Andersen & Associates, hereinafter referred to as “CONSULTANT”. RECITALS A. DISTRICT proposes to provide a MASTER AGREEMENT for consulting services which will be required by DISTRICT. The general scope of services outlined in this MASTER AGREEMENT will be further defined by a Task Order which will set forth the services to be performed (detailed scope), costs, and time for completion. B. DISTRICT desires to secure professional services for said project, and CONSULTANT represents that CONSULTANT possesses the professional qualifications to provide such consulting services. C. DISTRICT and CONSULTANT agree to enter into this MASTER AGREEMENT for the performance of consulting services on the terms and conditions stated in this MASTER AGREEMENT. NOW THEREFORE, for and in consideration of their mutual promises and subject to the terms, provisions and conditions hereinafter set forth, the parties hereby agree as follows: ARTICLE I – CONSULTING SERVICES A. Upon execution of this Agreement and subsequent Task Order by both parties, and upon receipt of written authorization from DISTRICT, CONSULTANT at CONSULTANT’s sole cost and expense (to be reimbursed as outlined in ARTICLE IV) and to the satisfaction of DISTRICT, shall perform the services (Services) set forth in each Task Order and represented by a separate proposal for each Task Order. The Services shall be assigned to CONSULTANT by DISTRICT for the project as planned and developed by DISTRICT. The Task Order shall specify the Services to be performed, the time schedules for completion of the Task Order and for completion of all tasks (Tasks) within the Task Order, and the cost (Cost Ceiling) including all fees, costs and expenses, both direct and indirect, of the Task Order, but shall otherwise be governed by the terms and conditions of this Agreement, as modified by the individual Task Order. Task Order shall be in writing, signed by both parties in advance, and shall be attached to this Agreement as consecutive exhibits beginning with Task Order 1. 59 2 B. CONSULTANT agrees to comply with the schedule as set forth in Task Order, and to provide Services in a timely manner to allow DISTRICT’s project to be completed as planned by DISTRICT. In the event CONSULTANT is not able to comply with the project schedule, a written statement from CONSULTANT will be required showing CONSULTANT’s plan to bring schedule back into compliance to meet completion date. In the event of delays due to causes beyond the control of CONSULTANT, an extension to the schedule for performance shall be negotiated. C. CONSULTANT shall provide DISTRICT with a review of the budget amount when 75% of the Cost Ceiling of Task Order has been expended. CONSULTANT shall be entitled to reallocate costs among subtasks within a Task. DISTRICT shall have the right to transfer Tasks and costs within the same or other Task Order(s). CONSULTANT may request a revision in the Cost Ceiling for performance of the Task Order, should an unexpected event arise, and will relate the rationale for the revision to the specific basis of estimate. Such notification will be submitted to DISTRICT at the earliest possible date. The Cost Ceiling will not be exceeded without approval by DISTRICT and written amendment to the Task Order. D. In the case of changes affecting project scope resulting from new findings, unanticipated conditions, or other conflicts or discrepancies, CONSULTANT shall promptly notify the DISTRICT of the identified changes and advise the DISTRICT of a recommended solution. Additional Services shall not be performed without prior written authorization of DISTRICT. DISTRICT may order, via a written amendment signed by each party’s authorized representative, changes in scope or character of Services, either decreasing or increasing the amount of CONSULTANT’s services associated with a given Task Order. An order for additional services constitutes a change to the Task Order and shall be made in writing, dated, and appended to that Task Order. Compensation for Additional Services shall be on the basis of Time and Materials or Lump Sum, to be agreed upon at the time of request for Additional Services. The estimated amount of compensation for Additional Services will be determined at the time the Additional Services are requested. ARTICLE II – RESPONSIBILITIES OF DISTRICT A. DISTRICT shall furnish to or make available for examination by CONSULTANT, as it may request, all data and information which DISTRICT may have available, and CONSULTANT may rely upon such data and information developed exclusively by DISTRICT in the performance of CONSULTANT’s services. 60 3 B. In order that DISTRICT may meet its obligations with respect to the technical quality of the services to be performed under this Master Agreement, the services performed by CONSULTANT under this Agreement shall be under the general supervision and direction of the DISTRICT’s Human Resources Director (DISTRICT REPRESENTATIVE), who shall be Ms. Nancy A. Hussmann. CONSULTANT and its officers, employees, agents, affiliates, and subcontractors shall act in complete harmony and coordination with the DISTRICT REPRESENTATIVE. The DISTRICT REPRESENTATIVE shall keep in touch with the CONSULTANT during the duration of the Task Order and shall be the authorized medium of communication for and with District matters pertaining thereto. DISTRICT REPRESENTATIVE may from time to time delegate any or all of his/her supervisory responsibility to appropriate staff members, and the DISTRICT shall so inform CONSULTANT before the effective date of each such delegation. ARTICLE III – RESPONSIBILITIES OF CONSULTANT A. In rendering the professional services, CONSULTANT is an independent contractor, the DISTRICT being interested only in the result obtained, and the manner and means of conducting such professional services will be under the sole control of CONSULTANT, except that nothing herein shall be deemed to negate DISTRICT’s right to direct the nature of the Services requested and to direct the work in terms of timing and coordination with the Project. B. CONSULTANT shall secure approval of DISTRICT prior to executing contracts with subcontractors and prior to retaining subcontractors for any portion of Services for DISTRICT. C. CONSULTANT shall be as fully responsible to DISTRICT for the negligent acts, errors, and/or omissions of its subcontractors, as it is for the negligent acts, errors and/or omissions of persons directly employed by it. CONSULTANT will be responsible for review and billing accuracy and for the direct payment for Services completed or equipment/materials supplied by all of its subcontractors. D. Nothing contained in the Agreement shall create any contractual relationship between any subcontractor and DISTRICT. E. Indemnification a. CONSULTANT shall perform Services in a manner commensurate with prevailing professional standards of qualified and experienced personnel in CONSULTANT’s field. b. CONSULTANT agrees to defend, indemnify and hold DISTRICT and each of its officers, employees, agents and representatives harmless from any claims, damage, liability or costs (including reasonable attorney’s fees and costs of defense) stemming from Services under this Agreement to the extent such claims, 61 4 damage, liability or costs are caused by CONSULTANT’s negligence, recklessness or willful misconduct or by the negligence, recklessness or willful misconduct of CONSULTANT’s sub-consultants, agents, or anyone acting on behalf of or at the direction of CONSULTANT. c. DISTRICT agrees to defend, indemnify and hold CONSULTANT and each of its officers, employees, agents and representatives harmless from any claims, damage, liability or costs (including reasonable attorney’s fees and costs of defense) stemming from Services under this Agreement to the extent such claims, damage, liability or costs are caused by DISTRICT’s negligence, recklessness or willful misconduct or by the negligence, recklessness or willful misconduct of the DISTRICT’s sub-consultants, agents, or anyone acting on behalf of or at the direction of the DISTRICT. d. The provisions of this section survive the completion of Services under or the termination of this Agreement. F. Insurance: The following are the basic requirements that CONSULTANT shall be responsible for at CONSULTANT’s sole cost and expense, and for the full term of this Agreement and before commencement of Services hereunder: a. CONSULTANT shall carry or require that there be carried Workers’ Compensation Insurance for all of its employees and those of its sub-contractors in accordance with the laws of the State of California. b. CONSULTANT shall carry or require that there be carried Commercial Liability Insurance including Automobile Coverage in an amount not less than $1,000,000 for the life of the Agreement which shall include one year beyond completion of Services. c. CONSULTANT shall carry Professional Liability Errors and Omissions Insurance in an amount not less than $1,000,000 with a deductible of not more than $100,000 for the life of the Agreement which shall include one year beyond completion of Services. d. Before commencing Services, CONSULTANT shall submit evidence of the coverage required above to DISTRICT for review and approval. All such coverage shall be subject to approval by DISTRICT; approval of which shall not be unreasonably withheld. Such insurance shall be carried with financially responsible insurance companies, licensed in the State of California, and approved by DISTRICT; approval of which shall not be unreasonably withheld. Evidence of coverage shall insure that such policies will not be canceled without 30 days prior written notice to DISTRICT. Commercial Liability policies, including Automobile Coverage, shall name DISTRICT, its officers, and employees, as Additional Insured and as such persons shall be Primary coverage. 62 5 e. It is the responsibility of the CONSULTANT to provide to the DISTRICT updated insurance certificates within 30 days after renewal or changes to insurance policies. G. CONSULTANT shall comply with all applicable laws, ordinances and codes of the Federal, State of California, and local governments. CONSULTANT shall hold DISTRICT harmless with respect to any damages to the extent arising from any tort committed in the performance of any of the Services embraced by this Agreement due to CONSULTANT’s negligence. H. CONSULTANT is responsible for the health and safety of its employees, sub- consultants, agents, or anyone working on behalf or direction of CONSULTANT in the course of Services. CONSULTANT shall ensure that its employees, sub-consultants, agents or anyone working on behalf of or under the direction of CONSULTANT shall have knowledge of Federal, State and local health and safety regulations and requirements. I. CONSULTANT and its associates and employees involved in projects covered under this Master Agreement covenant that they presently have no interest and that they will not acquire any interest, direct or indirect, during the term of this Agreement which would conflict in any manner or degree with the performance of services required under this Agreement. J. CONSULTANT will name the supervisory and staffing levels in the performance of CONSULTANT’s Services for each Task Order. CONSULTANT shall not replace supervisory or staffing levels without the prior written consent of DISTRICT. In the event a change is required by reason of resignation or similar circumstance, DISTRICT shall not deny consent to a change, but shall have the right to review and approve or disapprove the particular person proposed as a replacement. Any proposed replacement shall have substantially the same experience and qualifications as the person being replaced. K. CONSULTANT shall furnish, at its own expense, all labor, materials, equipment, transportation and services necessary for the successful completion of the Services to be performed under this Agreement. CONSULTANT shall give its full attention and supervision to the fulfillment of the provisions of this Agreement and each Task Order by its employees and sub-contractors and shall be responsible for the timely performance of the Services required by this Agreement. L. CONSULTANT shall furnish DISTRICT with reasonable opportunities from time to time to ascertain whether the Services of CONSULTANT are being performed in accordance with this Agreement. All work done and materials furnished shall be subject to final review and approval by DISTRICT. DISTRICT’s review and approval of the Services shall not, however, relieve CONSULTANT of any of its obligations under this Agreement. 63 6 M. DISTRICT participates in the CalPERS retirement system. It is the responsibility of CONSULTANT to ensure that staff working on DISTRICT projects and receiving CalPERS pension benefits do so in accordance with CalPERS rules and regulations. DISTRICT shall incur no cost associated with pension benefits of a person receiving pension benefits from CalPERS. ARTICLE IV – CONSULTANT’S FEES A. CONSULTANT is employed to render professional services only, and any payments made to it are compensation only for such Services as it may render and recommendations it may make in carrying out the Services. CONSULTANT shall submit to DISTRICT an estimate of costs for the authorized Task Order. Said estimate shall include a breakdown of estimated job classification with corresponding man hours, hourly rate, and estimated fee, together with estimated expenses. Upon approval by DISTRICT, said total estimate shall become a Cost Ceiling, and total compensation for said Services shall not exceed said amount without further authorization by DISTRICT. DISTRICT shall be obligated to pay only such hourly rates and expenses as are actually incurred by CONSULTANT subject to the Cost Ceiling. The rates of compensation in the Task Order are agreed to in anticipation of the orderly and continuous progress of the Project through completion of the Services contained therein. CONSULTANT’s obligation to render services thereunder will extend for the period set forth in the associated schedule, and required extensions thereto. If such dates are exceeded through no fault of CONSULTANT, then all rates, measures and amounts of compensation provided in the Task Order shall be subject to equitable, negotiated adjustment, but not otherwise. B. DISTRICT agrees to pay CONSULTANT for and in consideration of the faithful performance of all services and duties set forth in this Master Agreement and subsequent Task Order, and agreed to be performed by CONSULTANT. CONSULTANT agrees to accept payment from DISTRICT as and for full compensation for the faithful performance of all said services and duties as the amount set forth for consulting services for each Task Order. C. The DISTRICT will not approve any additional compensation unless a change in the scope of the Services has occurred due to conditions that the parties could not have reasonable anticipated at the time entering into this Agreement. CONSULTANT shall notify DISTRICT immediately if the scope of Services under the lump sum Task Order is changed substantially, as required in Article I, Paragraph D. D. CONSULTANT shall submit to DISTRICT a monthly, itemized invoice for Services completed during the preceding month. The invoice should also include the purchase order number and Task Order number for each Task Order. Payment by DISTRICT to CONSULTANT shall be made within 45 days after receipt and approval by DISTRICT of CONSULTANT’s hereinabove described invoice. 64 7 E. Should the DISTRICT dispute any portion of any bill, the DISTRICT shall pay the undisputed portion within the time frame stated above and, at the same time, advise the CONSULTANT in writing of the disputed portion. The DISTRICT shall promptly notify CONSULTANT of the dispute and request clarification and/or remedial action. After any dispute has been settled, CONSULTANT shall provide a special invoice that accounts for the resolution of the disputed item. F. The costs for professional services and direct expenses shall be in accordance with the rates and amounts set forth in the applicable Task Order. In addition, the DISTRICT reserves the right to request from the CONSULTANT a breakdown of costs associated with the rates for professional services, including but not limited to direct salary, total overhead, and profit. G. CONSULTANT shall be solely responsible for the payment of all federal, state, or local income tax, social security tax, workers’ compensation insurance, state disability insurance and any other taxes or insurance which CONSULTANT is responsible for paying as an independent contractor under federal, state, or local law. CONSULTANT shall procure and maintain all licenses necessary for the performance of the Services, all at the sole cost of CONSULTANT. All of the above shall not be reimbursable under the Agreement. ARTICLE V – MISCELLANEOUS PROVISIONS A. Any Services sub-contracted hereunder shall be specified by written contract or agreement and shall be subject to each provision of this Agreement. B. Notice to Proceed – CONSULTANT will not begin services on any Task Order until DISTRICT directs it in writing to proceed. C. Submittal of Work Product and Written Notice – All reports and document which CONSULTANT is required to furnish to DISTRICT (Work Product) and any other writing which CONSULTANT desires to give DISTRICT shall be delivered to DISTRICT or by depositing same in the United States mail, postage prepaid, addressed to: Human Resources Director South Tahoe Public Utility District 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 Any legally operative documents shall be copied to Brownstein Hyatt Farber Schreck, LLC 21 E. Carrillo Street Santa Barbara, CA 93101-2782 65 8 Any notices or other writing which DISTRICT desires or is required to give or furnish to CONSULTANT shall be delivered to CONSULTANT by delivering in person or by depositing same in the United States mail, postage prepaid, addressed to: Ralph Andersen & Associates ATTN: Doug Johnson, Vice President 5800 Stanford Ranch Road, Suite 410 Rocklin, CA 95765 The effective date of such written notice shall be the date of personal delivery of such notice or the receipt of same in the United States mail. The address to which any notice or other writing may be delivered may be changed upon written notice by such party as above provided. D. Ownership of Documents – All documents prepared by CONSULTANT and required to be furnished to DISTRICT in electronic and hard copy format, shall be the property of DISTRICT after payment to CONSULTANT. All electronic documents shall be provided to the District in an editable format. Any use of Work Product for other projects and/or any use of uncompleted documents without specific written authorization for CONSULTANT will be at DISTRICT’s sole risk and without liability or legal exposure to CONSULTANT from all claims, damages, losses and expenses, including attorney’s fees arising out of or resulting therefrom. E. Audit of CONSULTANT’s Records – The books, papers, records, and accounts of CONSULTANT or any other consultants retained by CONSULTANT insofar as they relate to charges for Services or are in any way connected with the work herein contemplated, shall be open at all reasonable times to inspection and audit by the agents and authorized representatives of DISTRICT. Said records shall be retained for a minimum of five (5) years after completion of Services on the individual Task Order. F. Discrimination – During the term of this Agreement, CONSULTANT agrees in accordance with Section 1735 of the Labor Code of the State of California not to discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical handicap, medical condition, sex, or marital status. CONSULTANT will take affirmative action to the limits prescribed by law to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical handicap, medical condition, or marital status. G. Assignment – Neither party shall assign any interest in this Agreement, nor transfer any interest in the same (whether by assignment or novation), without the prior written consent of the other party; provided, however that claims for money due or to become due CONSULTANT from DISTRICT under this Agreement may be assigned to a bank, trust company or other financial institution without such approval. Notice of any such assignment or transfer shall be furnished promptly to DISTRICT. 66 9 H. Attorney’s Fees – If any legal proceeding is brought to enforce or interpret the provisions of the Agreement, the prevailing party shall be entitled to recover actual attorneys’ fees and costs, which may be determined by the court in the same action or in a separate action brought for that purpose. The attorneys’ fees award shall be made as to fully reimburse for all attorneys’, paralegal and experts’ fees, costs and expenses actually incurred in good faith, regardless of the size of the judgment, it being the intention of the parties to fully compensate for all attorneys’, paralegal and experts’ fees, costs and expenses paid or incurred in good faith. I. Confidential Information – During and after the term of this Agreement, CONSULTANT shall not, directly or indirectly, use, exploit, disclose or divulge to anyone, except appropriate representatives of DISTRICT, any of CONSULTANT’s Work Product, except as otherwise authorized with DISTRICT’s express consent. J. Authorization – All officer and individuals executing this and other documents on behalf of the respective parties certify and warrant that they have the capacity and have been duly authorized to execute said documents on behalf of the entities indicated. K. Time of the Essence. Time is of the essence in the performance of this Agreement and applicable Task Order. Any breach of any time deadline or schedule by CONSULTANT is agreed by the parties to be a material breach of this Agreement, providing DISTRICT with termination rights under this Agreement, in addition to its rights to recover damages, regular, consequential or otherwise. The failure on the part of CONSULTANT to perform the Services within such time deadline or schedule when such failure is caused by acts beyond the control of CONSULTANT shall not be considered a breach of this Agreement and CONSULTANT shall be entitled to an extension of such time deadline of schedule accordingly. ARTICLE VI – CANCELLATION OF AGREEMENT OR SUSPENSION OF WORK A. This Master Agreement and/or subsequent Task Order may be terminated in whole or in part in writing by either party for any reason, providing that no such termination may be effected unless the other party is given not less than thirty (30) calendar days written notice (delivered by certified mail, return receipt requested) of intent to terminate. B. This Master Agreement and/or subsequent Task Order may be terminated in whole or in part in writing by DISTRICT for cause, effective immediately upon written notice of such termination to CONSULTANT, based upon the occurrence of any of the following events: a. Material breach of this Agreement, Task Order or Task by CONSULTANT; b. Cessation of CONSULTANT to be licensed, as required by law. c. Failure of CONSULTANT to substantially comply with any applicable federal, state, or local law or regulation; 67 10 d. Filing by or against CONSULTANT of any petition under any law for the relief of debtors; and e. Conviction of CONSULTANT’s principal representative or personnel of any crime other than minor traffic offenses. C. In the event the Master Agreement or subsequent Task Order are terminated in whole or in part, CONSULTANT is to be fairly compensated for all approved Services performed under the terminated Task Order as of the termination date, provided that the total amount of compensation paid to CONSULTANT does not exceed the Cost Ceiling set forth in the Task Order, and provided that the CONSULTANT delivers to the DISTRICT all Work Product due for the Services completed through the termination date. D. Upon receipt of a Termination Notice by CONSULTANT from DISTRICT, an equitable adjustment shall be negotiated to provide payment to CONSULTANT for termination settlement costs reasonably incurred by CONSULTANT relating to obligations and commitments as a result of entering into this Master Agreement and the affected Task Order. E. Upon receipt of a Termination Notice, CONSULTANT shall (1) promptly discontinue all Services affected (unless the Notice directs otherwise), and (2) deliver or otherwise make available to DISTRICT, copies of data, reports, estimates, summaries, and such other information and materials as may have been accumulated by CONSULTANT in performing the Services under the affected Task Order. ARTICLE VII – DISPUTES A. All disputes arising out of or relating to this Agreement or subsequent Task Orders, or the professional services rendered hereunder, shall be determined by arbitration in El Dorado County, California, before a sole arbitrator, in accordance with the laws of the State of California. B. The arbitration shall be administered by JAMS® pursuant to its Comprehensive Arbitration Rules and Procedures. Judgment on the Award may be entered in any court having jurisdiction. C. Costs and attorneys’ fees in said arbitration shall be borne in accordance with the terms set forth in Article V.H., above. ARTICLE VIII – SEVERABILITY AND WAIVER A. If any provision of this Agreement is held to be invalid and unenforceable, the remainder of this Agreement shall be valid and binding upon the parties, provided that the remainder of the Agreement can be interpreted to give effect to the intentions of the parties. 68 11 B. Any waiver at any time by either party hereto of its rights with respect to a breach or default, or any other matter arising in connection with this Agreement, shall not invalidate this Agreement or be deemed to be a waiver with respect to any subsequent breach, default, or matter. ARTICLE IX – ENTIRE AGREEMENT A. This Master Agreement and the subsequent Task Order(s) contain the entire understanding between the parties with respect to the subject matter herein. This Agreement may not be amended except pursuant to a written instrument signed by all parties. B. This Master Agreement is to be binding on the heirs, successors, and assigns of the parties hereto and is not to be assigned by either party without first obtaining the written consent of the other party, subject to the terms of Article V.G. C. The term of this Agreement shall commence upon the date first written above and shall continue in full force and effect for a period no longer than 10 years, unless sooner terminated as provided herein. Any subsequent Task Orders that are scheduled to exceed the aforementioned duration shall require that this Agreement be renegotiated and executed prior to adoption of the Task Order. ARTICLE X – EXECUTION OF AGREEMENT IN WITNESS WHEREOF, the parties hereto each herewith subscribe the same in duplicate on the effective date first written above. _______________________________________________ Richard H. Solbrig, General Manager/Engineer South Tahoe Public Utility District ATTEST: _______________________________________ Clerk of Board By: ____________________________________________ Doug Johnson, Vice President, Ralph Andersen & Associates 69 1 RALPH ANDERSEN & ASSOCIATES TASK ORDER NO. 1 CONSULTING SERVICES This Task Order is made and entered into as of the 2nd day of November 2017 by and between South Tahoe Public Utility District, hereinafter referred to as "DISTRICT" and Ralph Andersen & Associates, hereinafter referred to as "CONSULTANT.” In consideration of the mutual promises, covenants, and conditions as addressed in the Master Agreement dated November 2, 2017, and as specifically hereinafter set forth, the parties do hereby agree as follows: 1. PURPOSE The purpose of this Task Order is to provide consulting services to conduct a comprehensive Compensation Study for the South Tahoe Public Utility District. 2. SCOPE OF WORK The scope of work under this Task Order 1 will include but not be limited to working collaboratively with Compensation Study Committee to determine comparable agencies, benchmark positions, collect compensation data, audit and finalize compensation data, conduct internal relationship analysis, develop salary recommendations, prepare Preliminary Compensation Report, and prepare and submit Final Compensation Report. Tasks are more specifically defined in the attached Firm’s Proposal to conduct a Total Compensation Study dated August 31, 2017 (and updated October 19, 2017) and in the Request for Proposals dated August 15, 2017. This attached documentation is marked Exhibit A, incorporated herein, and made a part hereof by this reference. 3. STAFFING Services will be provided by Doug Johnson, Vice President and Project Manager, Jeff McMurdo, Project Consultant, and Rachel Adams, Project Consultant. CONSULTANT shall not change staffing without approval by DISTRICT. Any changes shall provide for equivalent qualifications as far as possible and practical. 4. TIME OF PERFORMANCE CONSULTANT anticipates work will begin upon execution of this task order by both parties. It will be complete on or before September 15, 2019. 5. PAYMENT Payment to CONSULTANT for services performed under this Task Order shall be in accordance with CONSULTANT'S unit fee schedule for the persons assigned to the project task. The cost for this Task Order 1 shall not exceed Thirty-One Thousand Three Hundred Fifteen Dollars ($31,315.00), except as provided in Article IV of the Master Agreement. 70 2 6. EFFECTIVE DATE This Task Order No. 1 will become effective upon execution by both parties and shall serve as a Notice to Proceed upon execution by District. IN WITNESS WHEREOF, this Agreement is executed by the General Manager and Clerk of the Board of the South Tahoe Public Utility District, and CONSULTANT has caused this Agreement to be executed the day and year first above written. SOUTH TAHOE PUBLIC UTILITY DISTRICT __________________________________________ . RICHARD H. SOLBRIG, P.E., DATE GENERAL MANAGER ATTEST: ______________________________________ MELONIE GUTTRY, CLERK OF BOARD SOUTH TAHOE PUBLIC UTILITY DISTRICT RALPH ANDERSEN & ASSOCIATES By: __________________________________________ ______________________________ DOUG JOHNSON, V.P., PROJECT MANAGER. DATE 71 SOUTH TAHOE PUBLIC UTILITY DISTRICT Richard Solbrig, General Manager Shannon Cotulla, Assistant General Manager Randy Vogelgesang, President BOARD MEMBERS Kelly Sheehan, Vice President Chris Cefalu, Director James R. Jones, Director Duane Wallace, Director REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT October 19, 2017 MINUTES The South Tahoe Public Utility District Board of Directors met in a regular session, 2:04 p.m., at the District Office, located at 1275 Meadow Crest Drive, South Lake Tahoe, California. ROLL CALL: Board of Directors: President Vogelgesang, Directors Cefalu, Jones, Sheehan Absent: Director Wallace Staff: Paul Hughes, Shannon Cotulla, Gary Kvistad, Melonie Guttry, Doug VanGorden, Shelly Thomsen, John Thiel, Jim Kelly, Julie Ryan, Tim Bledsoe, Brent Goligoski, Linda Brown, IV Jones Guests: Eric Schafer CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR: None CONSENT CALENDAR: Moved Cefalu/Second Sheehan/Vogelgesang Yes/Cefalu Yes/Jones Yes/Sheehan Yes/Wallace Absent to approve the Consent Calendar as presented. a. REGULAR BOARD MEETING MINUTES: October 19, 2017 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approved October 19, 2017, Minutes ITEMS FOR BOARD ACTION a. Al Tahoe Manhole AT1 Emergency Repair (Shannon Cotulla, Assistant General Manager) – Staff provided an update regarding the project progress with White Rock Construction as the contractor. Moved Vogelgesang/Second Sheehan/Vogelgesang Yes/Cefalu Yes/Jones Yes/Sheehan Yes/Wallace Absent to continue emergency action to repair Al Tahoe Manhole AT1 to install a polymer concrete manhole insert system pursuant to Resolution No. 3070-17. 72 REGULAR BOARD MEETING MINUTES – October 19, 2017 PAGE – 2 b. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Moved Sheehan/Second Cefalu/Vogelgesang Yes/Cefalu Yes/Jones Yes/Sheehan Yes/Wallace Absent to approve Payment of Claims in the amount of $1,592,215.18. STANDING AND AD-HOC COMMITTEE REPORTS: President Vogelgesang announced the next ad-hoc City Council meeting will be held Friday, October 20, at 9 a.m. at the District. Staff provided a report regarding recent Operations Committee discussions including the need to accelerate the process of long-term repair for several areas of the District’s system. The District has the opportunity to purchase a discounted demonstration IBAK Camera System that was recently demonstrated to District staff. This information will be brought forward for consideration at the November 2 Board meeting. BOARD MEMBER REPORTS: Nothing to report EL DORADO COUNTY WATER AGENCY PURVEYOR REPORT: Director Sheehan reported the El Dorado County Water Agency offices will be moving and Ken Payne, I nterim General Manager, is being hired as the permanent, full-time General Manager. GENERAL MANAGER REPORT: Shannon Cotulla reported that he and staff attended the Alpine County Board of Supervisors meeting on October 17, 2017, where the Supervisors approved the response to the recent Grand Jury Report. The Supervisors further approved an approximate $50,000 balance accumulated from monitoring fees for future monitoring contaminants of emerging concern. STAFF/ATTORNEY REPORTS: Staff provided an update regarding the Fallen Leaf Lake Project. Staff introduced Jim Kelly, District Geographic Information Specialist. Staff reported the City of South Lake Tahoe will be hosting the Champions Plaza “Spirit of Competition” unveiling on Friday, October 27, at noon at Lakeview Commons. A Notice of Quorum will be posted for this event. Attorney Kvistad reported Lukins Brothers, the Tahoe Keys and the District have all commented on the PCE revised work plan, which that information is now being organized. Experts working with Lukins Brothers and the Tahoe Keys provided some constructive criticism which will hopefully be taken into consideration for the Regional Board responding to the revised work plan. ADJOURNMENT TO CLOSED SESSION: 2:31 p.m. RECONVENED TO OPEN SESSION: 2:51p.m. ACTION REPORT ON ITEMS DISCUSSED DURING CLOSED SESSION 73 REGULAR BOARD MEETING MINUTES – October 19, 2017 PAGE – 3 a. Pursuant to Section 54956.9(a) of the California Government code, Closed Session may be held for conference with legal counsel regarding existing litigation: El Dorado County Superior Court Case SC20170130, Gregory Stevenson vs. South Tahoe Public Utility District. The Board authorizes Brownstein Hyatt Farber Schreck to respond to the complaint if the District is unable to get the action dismissed. b. 54956.9(b)/Conference with Legal Counsel Potential Litigation re: one case. No reportable Board action ADJOURNMENT: 2:52 p.m. _______________________________________ Randy Vogelgesang, Board President South Tahoe Public Utility District ________________________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District 74 BOARD AGENDA ITEM 6a TO: Board of Directors FROM: Stephen Caswell, Senior Engineer MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Wastewater Treatment Plant Emergency Generator Replacement Project REQUESTED BOARD ACTION: Approve staff’s recommended list of pre-qualified system integrators for bidding on the Wastewater Treatment Plant Emergency Generator Replacement Project. DISCUSSION: In response to the District’s advertisement for pre-qualification of system integrators for the Project, the District received three applications for pre-qualification. Staff has reviewed the applications and conducted phone interviews, and the recommendations for pre-qualification are included as an attachment. Staff is requesting the Board approve the recommended list of pre-qualified system integrators for bidding on the Wastewater Treatment Plant Emergency Generator Replacement Project. SCHEDULE: Award 12/21/17; Notice to Proceed 1/15/18; Construction: 5/01/18 -11/30/19 COSTS: Preliminary Construction Estimate - $4.4 million ACCOUNT NO: 1029-8629/13S019; 1029-7026/13S022 BUDGETED AMOUNT AVAILABLE: $2,094,431; $234,525; Remaining amount in 2018/19 ATTACHMENTS: List of pre-qualified integrators __________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer NO GENERAL MANAGER: YES CHIEF FINANCIAL OFFICER: YES NO General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 75 LPPOWR PREQUALIFIED Control System Integrators Subcontractors List Firm Contact Email Phone Fax Address City State Zip Code Telstar Instruments Ben Herston sest@telstarinc.com 916-646-1999 916-646-1096 4017 Vista Park Court Sacramento CA 95834 MCC Control LLC dba Primex Adam Vesely, President sales@mccwater.com avesely@mccwater.com 707-449-0341 707-449-6333 859 Cotting Court, Ste. G Vacaville CA 95688 76 Julie Ryan November 2, 2017 Page 3 BOARD AGENDA ITEM 6b TO: Board of Directors FROM: Julie Ryan, Principal Engineer Brent Goligoski, Asset Management Analyst MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Collection System Flow Monitoring REQUESTED BOARD ACTION: 1) Find that ADS provides the only known product line that will perform the necessary intended functions; 2) Waive bidding procedures, as outlined in the District’s Purchasing Policy as is allowed by Finding 4 for special circumstances, competitive proposals would not be useful, would not produce an advantage or would be undesirable, impractical, or impossible; and, 3) Authorize staff to procure equipment for the proposed flow monitoring program for a cost not to exceed $186,000. DISCUSSION: Between July 1, 2016, and July 1, 2017, the District experienced a surge in collection system flows. The gravity sewer system collected 30% more water than the average of the prior three years, primarily due to increased precipitation. The additional operation and maintenance costs the District incurred to collect, treat, and export that extra water was approximately $615,000. In response to these increased flows, the District has been working with its consultant, Carollo Engineers, to plan a sewer flow monitoring program and to identify the most appropriate technology flow meters to meet the District’s goals for the program. It is the District’s intent to procure flow monitors for installation in December, prior to the upcoming winter season. There are three immediate goals of the sewer flow monitoring program: (1) Inform the forthcoming pump station capacity analysis that will be performed in 2018 as part of the Big 5 Pump Station Assessment Project. (2) Trace the sources of high infiltration and inflow (I&I), that were experienced in the collection system during the 2017 winter season, to calibrate the individual sewer basins in the District’s sewer model for predicting future flows. (3) Focus the District’s search for failing buried assets for rehabilitation or replacement before spills or catastrophic failures occur. Data collected from the flow monitoring program will be used to direct Closed Circuit Television (CCTV) inspection priorities and inform a rehabilitation and replacement program. General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 77 Julie Ryan November 2, 2017 Page 2 To meet these goals, the District and Carollo have sought to identify flow monitoring products with the following features. (1) Monitors are easy to install, operate and relocate. For a cost effective program the District staff will install and operate the system itself, so support and instruction must be readily available, and the system must require very little maintenance. The District expects to move some monitors seasonally, to track I&I sources up into the reaches of the system, so removing and reinstalling monitors must be simple. (2) Monitors can communicate wirelessly. Because of the remote location of many of the stations, in meadows next to rivers, they would be difficult to access for data retrieval during inclement weather. (3) Monitors are durable and reliable in varying flow conditions. Different flow monitoring technologies provide different levels of accuracy; the District seeks to balance data accuracy with cost effectiveness. Because the flow conditions in the District’s system vary widely, the flow meters need to provide accurate data for very low flow as well as completely submerged conditions. After evaluating two major manufacturers of collection system flow monitoring devices (ADS and Teledyne/ISCO), analysis attached, staff has found that only the ADS product provides all the features the District requires. For high accuracy, the ADS product relies on upward-sensing ultrasonic technology which is not prone to data drift, provides sensors that are easy to install and remove, requires little maintenance (battery changes every 6 months to 1 year) and can provide reliable data under both low flow and surcharge conditions without expensive supplemental instruments. ADS offers cellular communication of data to either a hosted or non-hosted platform, using an antenna that can be inset in pavement or pole-mounted, as appropriate. Further, the ADS equipment, as well as installation and support service, can be purchased directly from the manufacturer for superior technical support than for a product procured through a regional supplier. To expedite procurement in advance of winter, and to ensure the District receives the technical support it will require to implement this flow monitoring program itself, staff recommends that the Board waive bidding procedures, and procure the equipment direct from the manufacturer, rather than soliciting a bid from suppliers, as is allowed by Finding 4 of the District’s Purchasing Policy. The flow monitoring program designed by Carollo, with input from staff, includes 21 flow monitors, 6 of which we expect to relocate from season to season as the District traces I&I sources up into the system. The locations proposed for installation during the first winter season are shown on the attached map. The initial cost to ADS to procure the equipment and implement this system (with all appurtenances and a 1-year communication and data package) is approximately $186,000 ($8,860/station), as detailed in the attached price summary. On-going costs will include staff time to relocate, monitor and maintain the stations, as well as annual communication costs and periodic upgrades to communications equipment, at an anticipated annual cost of approximately $2,050 per station per year (around $43,000 total). This long-term, District-owned approach to sewer monitoring is far more cost effective than either a 6- month temporary program ($162,000) which would only provide a single season of 78 Julie Ryan November 2, 2017 Page 3 data, or a leased monitoring program of indefinite duration ($84,000 for the first 6 months plus $135,000 per year thereafter). Staff recommends that the District find ADS the sole-brand providing all these features, waive the bidding procedures, and authorize staff to procure the flow monitors in an amount not to exceed $186,000. SCHEDULE: As soon as possible COSTS: $186,000 for the first year; $43,000 annually. ACCOUNT NO: 1029-7039/SWRFLO; 1029-8828/BIG5PS BUDGETED AMOUNT AVAILABLE: <$46,800>; $100,000 ATTACHMENTS: Equipment Analysis Summary, Map: Flowmeter Locations, Cost Estimate _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 79   Option/Description ADS Teledyne  Sensor type ‐ Ultrasonic depth  measurement   ‐ Requires ͭ" min depth to be  accurate  ‐ ͮͭͱͬ AV (continuous wave Doppler, wetted sensor)  and ͮͭͲͬ (non‐contact laser)  ‐ Both use ultrasonic depth measurements  ‐ The ͮͭͱͬ (AV wetted sensor) also requires ͭ" min  depth. This meter has same adv/disadv. As the ADS  meters  Sensor life ͮ‐ͯ years, depending on  condition (debris, etc.)  For the ͮͭͱͬ meters: ͮ‐ͯ years, depending on  condition (debris, etc.)   For the ͮͭͲͬ meters: Per rep, these last a lot longer  b/c they are non‐contact (no exact range given)  Batter life and  replacement cost  Ͳ months ‐ ͭ year (͈ͭͯͱ) ͯ‐Ͱ months with a deep cycle marine battery  (~͈ͯͬͬ). Maybe able to install more than one battery  to extend life. Not sure if you'd still have to go out to  switch them out or not.  Training (Costs and  what it includes)  ‐ ͈Ͳ,ͱͬͬ for ͭͲ hours on‐site  field training (Ͱ hour  classroom and ͭͮ hours in the  field) ‐ topside only  ‐ ͈Ͱ,ͱͬͬ webinar data analysis  training (ͭͮ hours total)  ͈ͭ,ͱͬͬ per day (or ͈ͭͳͱ/hour plus travel expenses).  Clipper controls has an office in Sacramento. They  estimated one day of training to teach staff to install  meters and analyze data.  Installation ‐ Installation is included with  rental/lease options.  ‐ Can pay for them to install ͭ‐ͮ  meters and District staff can  install the rest  ‐ They do not do any installation (whether meters are  purchased or leased)  ‐ Would have to pay a third party (like V&A or similar)  to come out and install meters if District couldn't  install all of them  Surcharge  conditions  ‐ ADS meters not affected by  surcharged conditions  (pressure depth sensors)  ‐ The ͮͭͱͬ is not affected by this either (pressure  depth sensors)  ‐ The laser in the ͮͭͲͬ will turn off once water reaches  the bottom of the meter. If surcharged conditions  are expected, and additional sensor to measure  depth pressure would be required (͈ͮͬͬͬ)  Warranty ͭ year ͭ year  Ability to use  satellite  Not at this time Yes, but costs more. They would have to look at the  site to see if satellite is a viable option.  Ability for analog  output  Yes Yes (they mentioned this would have significant  impact on battery life)  Software Free software options available.  Still have the ability to change  frequency of recording and  pushing data.  ‐If purchasing meters, have to also purchase FlowLink  for ͈ͮͬͬͬ (required at installation to program meter).  FlowLink is included in leasing prices. FlowLink  software comes with ͮ licenses only (installed on only ͮ  computers)  ‐ Clipperview.com (data hosting) ͈ͮͱ/month/site  (whoever has a login can access data)    80 [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú[Ú[Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú[Ú [Ú [Ú [Ú[Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú[Ú[Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú [Ú #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0 #0#0#0#0 3Q AT-1 UT-1 TC-2 JOHNSON-1 AT-2 SKI RUN BIJOU-2 UT-3 UT-7 AT-3 UT-2 UT-4 BIJOU-1 UT-6 JOHNSON-2 UT-5 TC-1 KEYS-2KEYS-1 FLL-1FLL-2 WWTP LakeChristopher Tahoe, Lake SawmillPond CagwinLake LilyLake CathedralLake AngoraLakes FloatingIslandLake SaucerLake ElbertLake CascadeLake Angora Lakes AngoraLakes Grass Lake TriangleLake FallenLeafLake Disclaimer: Features shown in this figure are for planning purposes and represent approximate locations. Engineering and/or survey accuracy is not implied. Data Sources: ESRI & STPUD O00.5 1Miles Last Revised: October 24, 2017 pw://Carollo/Documents/Client/CA/STPUD/10809A.00/Data/GIS/Flowmeters_D-Size.mxd Legend Gravity Main (Flow Meter Site) Not Metered AT-1 AT-2 AT-3 BIJOU-1 BIJOU-2 FLL-1 FLL-2 JOHNSON-1 JOHNSON-2 KEYS-1 KEYS-2 SKI RUN TC-1 TC-2 UT-1 UT-2 UT-3 UT-4 UT-5 UT-6 UT-7 District Boundary Parcels Lake Sewer Basin Al Tahoe Baldwin Beach Beecher Bellvue Bijou Camp Richardson Fallen Leaf Lake Johnson Kiva Pioneer Village Plant Ponderosa San Moritz Ski Run Tahoe Keys Tallac Taylor Creek Trout Creek Upper Truckee 16 Upper Truckee 17 Upper Truckee 18 Force Main River/Stream Proposed Flowmeter #0 Permanent #0 Temporary SEWER SYSTEM HYDRAULIC MODEL | SOUTH TAHOE PUBLIC UTILITIES DISTRICT Figure B Flowmeter Locations 81 Option 5 Cost Estimate Permanent Flow Meter Assumptions Temporary Flow Meter Assumptions # of Meters :21# of Meters :0 Additional Combo Sensors :2 Additional Sensors :0 Additional CS4 Sensors 6 Duration (months):0 # Combined Mahole Sites:2 Flow Meter Purchase Costs (21 Meters) Description Unit Cost Meter w/ Peak Combo Sensor $6,175 Additional Peak Combo Sensor $1,455 Additional CS4 Sensor $1,135 Assy, Direct Connect Cable INTF, USB, IS, FST $560 Verizon Modem Upgrade (when released)$250 Miscellaneous Additional Equipment $1,110 Subtotal : Tax & Shipping: Meter Discount ($750/Meter): Subtotal w/Tax : Training and Other Services Description Unit Cost On‐Site Training $6,500 Webinar Data Analysis $4,500 Flow Meter Installation (Assume 2 sites)$3,500 Subtotal : Software Description Unit Cost FlowView (Data Sharing) Site Setup Fee $240 ADS Profile Software (Free)$1,555 Subtotal : Annual Fees (Permanent Meters Only) Description Unit Cost Cell SIM Fee $23 FlowView (Data Sharing)$40 Subtotal : Temporary Flow Monitoring Study (0 meters) Description Unit Cost Turn‐Key Sewer Flow Monitoring Services $1,285 Subtotal : Subtotal w/ Data Hosting : Annual Fees (Cell SIM/FlowView) : Subtotal Capital Costs (Including Fees for First Year): 10% Contingency:  Grant Total (First Year): $154,788 $1,110 $169,152 $16,915 $186,000 $14,364 $7,000 $/Meter/Month $0 $0 $/Meter/Month $5,244 $/Meter/Month $9,120 $14,364 Units Total Cost $133,465 $13,013 $132,228 Units Total Cost Units Total Cost Fixed $6,500 ($14,250) $/Site $4,560 Fixed $0 $4,560 Fixed $4,500 $18,000 Units Total Cost $/Site $/Sensor Fixed $/Sensor $2,910 DISTRICT TO PURCHASE/MAINTAIN PERMANENT METERS (NO TEMP METERS) Units Total Cost $/Meter $117,325 $/Site $4,750 1 Needed $560 $6,810 SEWER SYSTEM HYDRAULIC MODEL | SOUTHTAHOE PUBLIC UTILITIES DISTRICT DRAFT | SEPTEMBER 2017 | 1 OF 282 Shannon Cotulla Page 2 November 2, 2017 BOARD AGENDA ITEM 6c TO: Board of Directors FROM: Shannon Cotulla, Assistant General Manager MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Al Tahoe Manhole AT1 Emergency Repair REQUESTED BOARD ACTION: Terminate emergency action to repair Al Tahoe Manhole AT1 to install a polymer concrete manhole insert system pursuant to Resolution No. 3070-17. DISCUSSION: The Board declared the Al Tahoe Manhole AT1 Emergency Repair project as an emergency on October 5, 2017. The project began when manhole AT1 was inspected during the week of September 1, and District crews discovered that the manhole was severely corroded, with failed coating and failed concrete near the base of the manhole. A confined-space entry was performed on September 27, 2017, which confirmed that the manhole is at risk of failure with significant coating and structural concrete failure. The District installed a polymer concrete manhole insert system with the assistance of White Rock Construction. The work included bypass pumping, a modified bench and concrete coatings at the base, installation of the insert sleeves and a new manhole cone and lid section, and slurry backfill. Public Contract Code Section 22050(c) requires the Board to review the emergency action at every Board meeting thereafter until the action is terminated, to determine by a 4/5 vote, that there is a need to continue the action. The emergency work has been completed and District staff will present the final cost information at a future Board meeting once final billing has been received from the contractor. District staff recommends that the Board terminate the emergency action to repair the Al Tahoe Manhole AT1. General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 83 Shannon Cotulla Page 2 November 2, 2017 SCHEDULE: Completed COSTS: Not to exceed $100,000, from capital reserves ACCOUNT NO: BUDGETED AMOUNT AVAILABLE: Funded from Capital Reserves ATTACHMENTS: None _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 84 Chris Stanley November 2, 2017 Page 2 BOARD AGENDA ITEM 6d TO: Board of Directors FROM: Chris Stanley, Manager of Field Operations MEETING DATE: November 2, 2017 ITEM – PROJECT NAME: Purchase Sewer Camera Truck Package REQUESTED BOARD ACTION: 1) Waive bidding procedures, as outlined in the District’s Purchasing Policy as is allowed by Finding 4 for special circumstances, competitive proposals would not be useful, would not produce an advantage or would be undesirable, impractical, or impossible; 2) Authorize staff to execute a contract with Jack Doheny Companies in the amount of $252,800, plus tax of $19,592, for purchase of a used Demonstration IBAK Camera System in a 2015 Chevy 4500 chassis for a total of $272,392; and, 3) Authorize staff to purchase compatible software in an amount not to exceed $35,000. DISCUSSION: Inspection and condition assessment of the District’s gravity sewer collection system is critical to identify defects for maintenance and/or repair prior to costly failures as well as inform long term asset management. To aid this process, Engineering has recently developed a Closed Circuit Television (CCTV) prioritization tool, to guide Underground Repair Sewer (URS) in its effort to increase its CCTV inspection rate; to inspect the District’s entire system over a 10-year period, URS would have to TV approximately 33 miles of gravity main per year. However, the URS crew currently operates a CCTV truck that utilizes approximately 20 year old equipment and outdated technology. There is newer, proven technology available which will significantly increase production efficiency and reliability. District staff has researched and participated in field demonstrations with equipment from multiple suppliers and determined that the IBAK Panoramo will best meet the needs of the District. Furthermore, District staff has worked with suppliers to identify a used demonstration truck which is currently available for purchase as a complete package with the following unique benefits: • Availability: The Demo Truck is currently completely outfitted and has been tested during various demonstrations by a single technician who is certified on the equipment. This truck is available to be delivered within two weeks of order to allow them to fully service the truck and its included equipment prior to delivery. Purchase of a new truck or retrofitting a District-supplied truck would have an approximate lead time of 6 months. General Manager Richard H. Solbrig Directors Chris Cefalu James R. Jones Randy Vogelgesang Kelly Sheehan Duane Wallace 85 Chris Stanley November 2, 2017 Page 2 •Cost Savings: The Demo Truck package will cost up to $308,000, complete, as detailed in the attached quotation. A new equivalent package would cost an estimated $400,000. This used truck has only been in service since May 2016 and has 16,700 road miles on the chassis and only 334 hours on the generator which is used anytime the computer and/or cameras are being operated. •Efficiency: Based on the field demonstrations with this Demo Truck, it was observed to have a substantially shorter set up and operation time than either the District’s current truck or the competitor’s truck. This time savings is expected to help URS double or triple its current CCTV production rate. •Camera Technology: The key piece of equipment in the package is the new “scanner” type camera. The IBAK Panaromo 150 camera takes a series of panoramic photos of the interior surface of the pipe as it travels, and the computer hardware and software works to instantly stitch all of these photos together to create a single image of the pipe interior, unrolled onto the flat computer screen. This image can then be coded for defects, lateral locations, pipe material and dimensions, and other features at any time after the inspection. Using the District’s current pan-and-tilt camera system, the operators have to stop and code each item as they move through the pipe. The new camera technology will not only improve the CCTV production rate, it will also allow the District to do a side-by-side comparison of pipe condition between pipes and over time; this type of comparison is not possible with the District’s current camera. •Software: The software options that are compatible with this new system have far more capability than the District’s current software. The current software uses the outdated Access database format and can only be used with Cues camera hardware. The new software will utilize the modern Structured Query Language (SQL) database which leads to more options for integration with other District systems. The new software will be able to integrate with Geographic Information Systems (GIS) allowing for robust options for visualizing the inspection results and validation of the District’s asset inventory. There are multiple software packages available which are compatible with the new truck as well as the existing truck; these options and potential suppliers are currently being evaluated by District staff, and a package will be selected prior to delivery of the Demo Truck. Staff expects that it will cost up to $35,000 for the software license. URS intends to continue to use the existing camera truck as a second resource for performing spot inspections and lateral locations, as requests are received, so that the Demo Truck can focus uninterrupted on its primary purpose: periodic mainline inspection for maintenance and rehabilitation planning. SCHEDULE: As soon as possible COSTS: Not to exceed $307,392 ACCOUNT NO: BUDGETED AMOUNT AVAILABLE: Unbudgeted - Funded from reserves ATTACHMENTS: Quote from Jack Doheny Companies _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 86 September 12, 2017 Doug Van Gorden South Tahoe Public Utility District 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 530-544-6474 We are pleased to provide you with a budget proposal for EQ# 12788 - 2015 Chevy 4500, with the following equipment: ORION Zoom Pan and Tilt Camera With 3X Digital Zoom - Laser Diameter, deformation, defect and object measurement (3rd party software required - not included) $ 14,180.00 For 4" pipe and larger LED lighting Wide angle of view = 90º PANORAMO 150 360º CAMERA SYSTEM $ 75,495.00 Panoramo 150 Tractor and Cameras 6", 8" and 12" wheelsets Lowering claw, toolset and spare parts PANORAMO scanning software 3X Digital Zoom (allows dynamic viewing up into laterals and further down the pipeline) Auto-uprighting, LED Lighting and 33Hz Transmitter for locate Laser diameter, deformation, defect and object measurement (third-party software required - not included) 87 T66 Small Camera Steerable Tractor $ 10,874.00 For operation in lined 6" and up pipelines *Incl Connection Zero radius steering Automatic Tilt Compensation (ATC) Lowering Claw, toolset and spare parts Includes 5", 6", 8" and 10" wheelsets Camera Connection Type 1 for T66 (Flexible Front Connector for Small Access Points) Treaded Wheel set for 5" pipe for T66 (HARD Wheel) Treaded Wheel set for 6" pipe for T66 (HARD Wheel) Tungsten Carbide set for 5" for T66 Tungsten Carbide set for 6" for T66 Tractor Lowering Hook With Quick Disconnect SYSTEM CONTROL UNIT $ 23,256.00 BS7 - Vehicle Mounted Control Panel for ALL SYSTEMS Includes rack-mount PSU Ergonomic control and diagnostic panel Keyboard and joysticks Controls all systems including PANORAMO Required for KW505 reel operation Does not inlcude rack VZ000912 CABLE AND REEL KW505 Synchronized Power Reel with Boom Light (FO for Fiber Optic ) (Requires Cable #802908930 Cable Adaptor required for Non-Fiber cable) (Panoramo) $ 24,189.00 KUV 2.7 Cable Deflection Pulley for Fiber Optic & Standard Cable $ 514.00 FO Camera Cable Type 00/12 - 1640 feet $ 10,404.00 KUV 5.1 Upper Deflection Guide Pulley attaches to Type KW305 / KW505 Reel (to keep cable tension for off-site use) $ 782.00 COMPUTER HARDWARE Standard 19" Rack Mount Computer with (2) 19" LCD Flat Panel Monitor, Keyboard / Mouse Combo, 240 gB solid state hard disk for operating system, 2tB internal Hard Disk for data storage, Multi-Format Read / Write DVD Burner, 4gB RAM, PCI Express Slot Video Card, Windows Operating System, Windows 7-32Bit Operating System $ 3,431.00 Panoramo PC Baumer Card for install (Required for Panaramo) $ 2,327.00 INSPECTION SOFTWARE $ 21,000.00 88 CHASSIS 2015 Chevy 4500 Diesel Chassis $ 36,960.00 BODY OUTFITTING Inspection van body outfitting - Diesel Chassis $ 27,550.00 5000 watt diesel generator mounted above deck and tied to chassis fuel system 13,000 BTU roof mounted air conditioner Insulated, 7/16" plywood and White Kemlite covered walls Black Diamond Plate design PVC floor covering Partition wall with Diamond Plate and Windowed Door Formica Cabinetry Formica Countertop & lockable office file cabinet 7-Drawer Tool box Roof mounted stobe light kit Studio LCD Flat panel monitor with speakers Rear Facing LCD Monitor in Equipment Room Equipment washdown system: 15 gallon Dual roof mounted 22 watt strobes installed Dual rear work lights 12VDC Note: Price does not include any applicable taxes. PRICE: $252,800 *Price includes some cost for Misc Wheels, etc. OPTIONAL EQUIPMENT PANORAMO SI Manhole Inspection System $ 85,051.00 PANORAMO SI Mounting Kit (Required cables and controls) $ 2,333.00 Note: This quotation expires in 30 days. 89 Thank you for your consideration of this budget price proposal. Sincerely yours, Kevin Kelly Kevin Kelly Regional Sales Representative 916-995-9618 KevinKelly@dohenycompanies.com Customer: ___________________________ By: ___________________________ Date: ___________________________ This quotation becomes a contract for delivery and payment of the merchandise listed above only when signed by the customer or one if its officers . 90 PAYMENT OF CLAIMS Payroll 10/24/17 470,686.16 Total Payroll 470,686.16 ADP & Insight eTools 4,257.46 AFLAC/WageWorks claims and fees 1,040.82 BBVA Compass Bank 0.00 BHFS legal services 0.00 Cal Bank & Trust Fiscal Agent Fees 0.00 State Water Resources Control Board SRF debt service 0.00 Total Vendor EFT 5,298.28 Accounts Payable Checks-Sewer Fund 315,607.95 Accounts Payable Checks-Water Fund 1,265,644.61 Total Accounts Payable 1,581,252.56 Grand Total 2,057,237.00 Payroll EFTs & Checks 10/24/17 mdy EFT CA Employment Taxes & W/H 19,732.66 0.00 EFT Federal Employment Taxes & W/H 106,810.00 0.00 EFT CalPERS Contributions 66,950.73 0.00 EFT Empower Retirement-Deferred Comp 18,274.67 0.00 EFT Stationary Engineers Union Dues 2,704.61 0.00 EFT CDHP Health Savings (HSA)1,315.78 0.00 EFT Retirement Health Savings 0.00 0.00 EFT United Way Contributions 181.00 0.00 EFT Employee Direct Deposits 251,363.10 0.00 CHK Employee Garnishments 1,104.45 0.00 CHK Employee Paychecks 2,249.16 0.00 Total 470,686.16 FOR APPROVAL November 2, 2017 91 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num JANIT/SUPPLY INVGEN & ADMIN 1000 - 0422 657.17A-1 CHEMICAL INC Check Total:MWAP-00097108657.17 SHOP SUPPLIESHEAVY MAINT 1004 - 6071 448.04A-L SIERRA WELDING PRODUCTS Check Total:MWAP-00097109448.04 SHOP SUPP INVGEN & ADMIN 1000 - 0421 323.57ACME CONSTRUCTION SUPPLY Check Total:MWAP-00097110323.57 PERSONNEL EXPENSHUMAN RESOURCES 1022 - 6670 18.10ADP SCREENING/SELECTION SERV PERSONNEL EXPENSHUMAN RESOURCES 2022 - 6670 18.09ADP SCREENING/SELECTION SERV Check Total:MWAP-0009711136.19 SUPP INS W/HGEN & ADMIN 1000 - 2532 907.90AFLAC Check Total:MWAP-00097112907.90 GROUNDS & MNTCWATER REUSE 1028 - 6042 107.08AHERN RENTALS FLL VVS #3ENGINEERING - FLL VVS #3 1029 - 7036 - FLVVS3 364.73AHERN RENTALS AMI SFTWR/HDWEENGINEERING - AMI SFTWR/HDWE 2029 - 7028 - 16W004 570.69AHERN RENTALS Check Total:MWAP-000971131,042.50 SMALL TOOLS INVGEN & ADMIN 1000 - 0423 100.98AIRGAS USA LLC SAFETY INVENTORYGEN & ADMIN 1000 - 0425 483.45AIRGAS USA LLC Check Total:MWAP-00097114584.43 OFC SUPPLY ISSUEGEN & ADMIN 1000 - 6081 393.75ALPEN SIERRA COFFEE Check Total:MWAP-00097115393.75 UNIFORM PAYABLEGEN & ADMIN 1000 - 2518 1,155.36AMERIPRIDE UNIFORM SERVICES Check Total:MWAP-000971161,155.36 CONTRACT SERVICEENGINEERING - GSA-WELLS-EDCWA 2029 - 4405 - 17W005 28.36ANDERSON, NATHANIEL Check Total:MWAP-0009711728.36 POSTAGE EXPENSESLABORATORY - IND CRK RES MONT 1007 - 4810 - INDIAN 67.41ARCE, DANIEL Check Total:MWAP-0009711867.41 TELEPHONEGEN & ADMIN 1000 - 6310 20.42AT&T/CALNET 3 TELEPHONEPUMPS 1002 - 6310 63.68AT&T/CALNET 3 TELEPHONEOPERATIONS 1006 - 6310 36.74AT&T/CALNET 3 TELEPHONEGEN & ADMIN 2000 - 6310 20.42AT&T/CALNET 3 TELEPHONEPUMPS 2002 - 6310 24.32AT&T/CALNET 3 THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:1 11:17:56 User: Report:92 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num Check Total:MWAP-00097119165.58 MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 4,118.06BARSTAD, ERIC Check Total:MWAP-000971204,118.06 SLUDGE DISPOSALOPERATIONS 1006 - 6652 1,124.34BENTLY AGROWDYNAMICS Check Total:MWAP-000971211,124.34 SUSPENSEENGINEERING 1029 - 2504 690.00BEST BEST & KRIEGER LLP Check Total:MWAP-00097122690.00 PIPE/CVRS/MHLSUNDERGROUND REP 2001 - 6052 900.94BING MATERIALS Check Total:MWAP-00097123900.94 CONTRACT SERVICEENGINEERING 1029 - 4405 68.44BLUE RIBBON TEMP PERSONNEL REP TR PLT GENENGINEERING - TR PLT GENERATOR 1029 - 8629 - 13S019 1,025.78BLUE RIBBON TEMP PERSONNEL CONTRACT SERVICEINFORMATION TECH 1037 - 4405 602.14BLUE RIBBON TEMP PERSONNEL CONTRACT SERVICEFINANCE 1039 - 4405 190.02BLUE RIBBON TEMP PERSONNEL CONTRACT SERVICEENGINEERING 2029 - 4405 68.44BLUE RIBBON TEMP PERSONNEL WELLSENGINEERING - GSA-WELLS-EDCWA 2029 - 6050 - 17W005 7,736.62BLUE RIBBON TEMP PERSONNEL WTRLN, PONDEROSAENGINEERING - WTRLN PONDEROSA 2029 - 7019 - 15W010 171.10BLUE RIBBON TEMP PERSONNEL METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 3,152.52BLUE RIBBON TEMP PERSONNEL 2017 HYDRANTSENGINEERING - 2017 HYDRNT-SIER 2029 - 8860 - 17W001 376.42BLUE RIBBON TEMP PERSONNEL CONTRACT SERVICEINFORMATION TECH 2037 - 4405 602.14BLUE RIBBON TEMP PERSONNEL WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 2,883.87BLUE RIBBON TEMP PERSONNEL CONTRACT SERVICEFINANCE 2039 - 4405 190.02BLUE RIBBON TEMP PERSONNEL Check Total:MWAP-0009712417,067.51 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 844.50BORGES, KAREN M Check Total:MWAP-00097125844.50 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 2,000.00BORIOLO, GISELE Check Total:MWAP-000971262,000.00 SERVICE CONTRACTINFORMATION TECH 1037 - 6030 4,856.00CADENCE TEAM LLC SERVICE CONTRACTINFORMATION TECH 2037 - 6030 4,856.00CADENCE TEAM LLC Check Total:MWAP-000971279,712.00 BIOSOL EQUP/BLDGHEAVY MAINT 1004 - 6653 1,764.99CALIFORNIA CUSTOM CANVAS Check Total:MWAP-000971281,764.99 THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:2 11:17:56 User: Report:93 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num ADVISORYFINANCE 1039 - 4440 200.00CALIFORNIA MUNICIPAL ADVISORYFINANCE 2039 - 4440 200.00CALIFORNIA MUNICIPAL Check Total:MWAP-00097129400.00 MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 2,754.28CARO, JESUS & LISA Check Total:MWAP-000971302,754.28 CONTRACT SERVICEENGINEERING - SPS ASSESSMENTS 1029 - 4405 - BIG5PS 32,350.92CAROLLO ENGINEERS CONTRACT SERVICEENGINEERING 1029 - 4405 818.70CAROLLO ENGINEERS CONTRACT SERVICEENGINEERING - COMM STUDY - SEW 1029 - 4405 - SCDS01 26,170.35CAROLLO ENGINEERS SW FLWMTRS (21)ENGINEERING - SW FLWMTR PROJ 1029 - 7039 - SWRFLO 20,470.40CAROLLO ENGINEERS CONTRACT SERVICEENGINEERING - COMM STUDY - WAT 2029 - 4405 - SCDW01 26,170.35CAROLLO ENGINEERS PRVs SCDW03ENGINEERING - PRV INSTRUMENTAT 2029 - 7038 - SCDW03 11,182.03CAROLLO ENGINEERS SCADA UPGRENGINEERING - WATER STATION EN 2029 - 8763 - SCDW02 17,703.14CAROLLO ENGINEERS SCADA UPGRENGINEERING - PRV INSTRUMENTAT 2029 - 8763 - SCDW03 2,292.30CAROLLO ENGINEERS Check Total:MWAP-00097131137,158.19 DENTAL SLF INSGEN & ADMIN 1000 - 2536 665.50CDS GROUP HEALTH Check Total:MWAP-00097132665.50 DIST.COMP SPPLISINFORMATION TECH 1037 - 4840 308.84CDW-G CORP DIST.COMP SPPLISINFORMATION TECH 2037 - 4840 308.83CDW-G CORP BKUP PWR WT REUSINFORMATION TECH 2037 - 8829 2,151.53CDW-G CORP Check Total:MWAP-000971332,769.20 METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 200.22CLARK PLUMBING HEATING & A/C Check Total:MWAP-00097134200.22 WTRLN, PONDEROSAENGINEERING - WTRLN PONDEROSA 2029 - 7019 - 15W010 25,939.50CONSTRUCTION MATERIALS ENG INC Check Total:MWAP-0009713525,939.50 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 40.00CRESSY, JENNIFER Check Total:MWAP-0009713640.00 HYDRANT PERMITSGEN & ADMIN 2000 - 3529 2,997.58CRUZ CONSTRUCTION Check Total:MWAP-000971372,997.58 SMALL TOOLSPUMPS 1002 - 6073 230.92DIY HOME CENTER PUMP STATIONSELECTRICAL SHOP 1003 - 6051 62.97DIY HOME CENTER FLL VVS #3ENGINEERING - FLL VVS #3 1029 - 7036 - FLVVS3 166.77DIY HOME CENTER SMALL TOOLSPUMPS 2002 - 6073 230.90DIY HOME CENTER THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:3 11:17:56 User: Report:94 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num Check Total:MWAP-00097138691.56 GENERATORSEQUIPMENT REP 1005 - 6013 25.00DOUGLAS RADIATOR Check Total:MWAP-0009713925.00 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 2,000.00ELLIS, FLOYD E Check Total:MWAP-000971402,000.00 MONITORINGLABORATORY 1007 - 6110 850.50ETS Check Total:MWAP-00097141850.50 MONITORINGLABORATORY 1007 - 6110 530.00EUROFINS EATON ANALYTICAL INC MONITORINGLABORATORY 2007 - 6110 290.00EUROFINS EATON ANALYTICAL INC Check Total:MWAP-00097142820.00 BIOSOL EQUP/BLDGHEAVY MAINT 1004 - 6653 6,863.68EVOQUA WATER TECHNOLOGIES LLC LAB SUPPLIESLABORATORY 1007 - 4760 179.69EVOQUA WATER TECHNOLOGIES LLC LAB SUPPLIESLABORATORY 2007 - 4760 179.68EVOQUA WATER TECHNOLOGIES LLC Check Total:MWAP-000971437,223.05 LAB SUPPLIESLABORATORY 1007 - 4760 69.50EZKEM LAB SUPPLIESLABORATORY 2007 - 4760 69.50EZKEM Check Total:MWAP-00097144139.00 MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 1,680.94FAROKHPOUR, ART Check Total:MWAP-000971451,680.94 CONST RETAINAGEGEN & ADMIN - AERATION BASIN 2 1000 - 2605 - AB2RHB -2,018.78FARR CONSTRUCTION CONST RETAINAGEGEN & ADMIN - PR CLARIF 1 RHB 1000 - 2605 - PC1RHB -7,225.91FARR CONSTRUCTION PC1 REHABENGINEERING - PR CLARIF 1 RHB 1029 - 7023 - PC1RHB 72,259.08FARR CONSTRUCTION AB2 REHABENGINEERING - AERATION BASIN 2 1029 - 7024 - AB2RHB 20,187.86FARR CONSTRUCTION CONST RETAINAGEGEN & ADMIN - FLAGPOLE TNK LK 2000 - 2605 - 16W006 -11,104.30FARR CONSTRUCTION FLGPOLE TK REHABENGINEERING - FLAGPOLE TNK LK 2029 - 8862 - 16W006 111,043.00FARR CONSTRUCTION Check Total:MWAP-00097146183,140.95 KELLER-HVNLY IMPENGINEERING - KELLER/HVNLY IMP 2029 - 7022 - 15W007 695.00FARR WEST ENGINEERING INC Check Total:MWAP-00097147695.00 POSTAGE EXPENSESLABORATORY 1007 - 4810 34.41FEDEX POSTAGE EXPENSESLABORATORY 2007 - 4810 6.76FEDEX Check Total:MWAP-0009714841.17 THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:4 11:17:56 User: Report:95 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num AUTOMOTIVEEQUIPMENT REP 1005 - 6011 3.42FERGUSON ENTERPRISES INC BUILDINGSHEAVY MAINTENANC 2004 - 6041 61.67FERGUSON ENTERPRISES INC AUTOMOTIVEEQUIPMENT REPAIR 2005 - 6011 3.41FERGUSON ENTERPRISES INC Check Total:MWAP-0009714968.50 MONITORINGLABORATORY 1007 - 6110 72.00FGL ENVIRONMENTAL MONITORINGLABORATORY 2007 - 6110 500.00FGL ENVIRONMENTAL Check Total:MWAP-00097150572.00 LAB SUPPLIESLABORATORY 1007 - 4760 273.92FISHER SCIENTIFIC LAB SUPPLIESLABORATORY 2007 - 4760 273.95FISHER SCIENTIFIC Check Total:MWAP-00097151547.87 DIESELEQUIPMENT REP 1005 - 4620 -81.97FLYERS ENERGY LLC OIL & LUBEEQUIPMENT REP 1005 - 4630 -241.74FLYERS ENERGY LLC DIESELEQUIPMENT REPAIR 2005 - 4620 -81.96FLYERS ENERGY LLC OIL & LUBEEQUIPMENT REPAIR 2005 - 4630 -241.73FLYERS ENERGY LLC Check Total:RVAP-00096893REVERSED-647.40 GASOLINE INVGEN & ADMIN 1000 - 0415 10,002.86FLYERS ENERGY LLC DIESEL INVENTORYGEN & ADMIN 1000 - 0416 4,627.80FLYERS ENERGY LLC DIESELEQUIPMENT REP 1005 - 4620 81.97FLYERS ENERGY LLC OIL & LUBEEQUIPMENT REP 1005 - 4630 241.74FLYERS ENERGY LLC GASOLINEWATER REUSE 1028 - 4610 740.76FLYERS ENERGY LLC DIESELWATER REUSE 1028 - 4620 930.69FLYERS ENERGY LLC DIESELEQUIPMENT REPAIR 2005 - 4620 81.96FLYERS ENERGY LLC OIL & LUBEEQUIPMENT REPAIR 2005 - 4630 241.73FLYERS ENERGY LLC Check Total:MWAP-0009715216,949.51 TRAVEL/MEETINGSCUSTOMER SERVICE 1038 - 6200 40.50FRANCO, ERIKA TRAVEL/MEETINGSCUSTOMER SERVICE 2038 - 6200 40.50FRANCO, ERIKA Check Total:MWAP-0009715381.00 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 1,381.50FRANK, TARA Check Total:MWAP-000971541,381.50 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 2,000.00GALLANRY, GWEN Check Total:MWAP-000971552,000.00 LAB SUPPLIESLABORATORY 1007 - 4760 370.50GFS CHEMICALS INC THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:5 11:17:56 User: Report:96 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num LAB SUPPLIESLABORATORY 2007 - 4760 54.10GFS CHEMICALS INC Check Total:MWAP-00097156424.60 LAB SUPPLIESLABORATORY 1007 - 4760 242.00HACH CO LAB SUPPLIESLABORATORY 2007 - 4760 241.97HACH CO Check Total:MWAP-00097157483.97 MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 1,633.08HALL, TRISH Check Total:MWAP-000971581,633.08 AB2 REHABENGINEERING - AERATION BASIN 2 1029 - 7024 - AB2RHB 312.02HDR ENGINEERING INC Check Total:MWAP-00097159312.02 TRAVEL/MEETINGSFINANCE 1039 - 6200 128.41HENDERSON, DEBBIE TRAVEL/MEETINGSFINANCE 2039 - 6200 128.41HENDERSON, DEBBIE Check Total:MWAP-00097160256.82 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 1,312.50HERTZOG, CYNTHIA Check Total:MWAP-000971611,312.50 METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 143.53HOLMGREN, DAN Check Total:MWAP-00097162143.53 GROUNDS & MNTCWATER REUSE 1028 - 6042 474.29HOME DEPOT CREDIT SERVICES Check Total:MWAP-00097163474.29 TRAVEL/MEETINGSHUMAN RESOURCES 1022 - 6200 10.50HUSSMANN, NANCY TRAVEL/MEETINGSHUMAN RESOURCES 2022 - 6200 106.27HUSSMANN, NANCY Check Total:MWAP-00097164116.77 LAB SUPPLIESLABORATORY 1007 - 4760 541.81IDEXX DISTRIBUTION CORP LAB SUPPLIESLABORATORY 2007 - 4760 541.80IDEXX DISTRIBUTION CORP Check Total:MWAP-000971651,083.61 PUMP STATIONSPUMPS 1002 - 6051 22.31INTEGRITY LOCKSMITH PUMP STATIONSPUMPS 2002 - 6051 22.30INTEGRITY LOCKSMITH Check Total:MWAP-0009716644.61 JANITORIAL SERVFINANCE 1039 - 6074 1,603.50J&L PRO KLEEN INC JANITORIAL SERVFINANCE 2039 - 6074 1,603.50J&L PRO KLEEN INC Check Total:MWAP-000971673,207.00 UB SUSPENSEGEN & ADMIN 1000 - 2002 127.18KHOURI, SAM THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:6 11:17:56 User: Report:97 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num UB SUSPENSEGEN & ADMIN 2000 - 2002 127.19KHOURI, SAM Check Total:MWAP-00097168254.37 SHOP SUPPLIESHEAVY MAINT 1004 - 6071 3,627.21KIMBALL MIDWEST Check Total:MWAP-000971693,627.21 ELECTRICITYGEN & ADMIN 1000 - 6330 60,731.27LIBERTY UTILITIES ELECTRICITYGEN & ADMIN 2000 - 6330 23,052.88LIBERTY UTILITIES Check Total:MWAP-0009717083,784.15 AUTOMOTIVEEQUIPMENT REP 1005 - 6011 99.14LILLY'S TIRE SERVICE INC AUTOMOTIVEEQUIPMENT REPAIR 2005 - 6011 99.14LILLY'S TIRE SERVICE INC Check Total:MWAP-00097171198.28 MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 1,160.31LOMELI JUVENTINO Check Total:MWAP-000971721,160.31 AUDITINGFINANCE 1039 - 4470 5,250.00MANN URRUTIA NELSON CPAS AUDITINGFINANCE 2039 - 4470 5,250.00MANN URRUTIA NELSON CPAS Check Total:MWAP-0009717310,500.00 TRAVEL/MEETINGSCUSTOMER SERVICE 2038 - 6200 433.00MCDONOUGH, LARRY Check Total:MWAP-00097174433.00 METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 475.00MH HANSEN CONSTRUCTION CO Check Total:MWAP-00097175475.00 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 2,000.00MILLER, MATTHEW Check Total:MWAP-000971762,000.00 SHOP SUPPLIESELECTRICAL SHOP 1003 - 6071 166.20NEWARK IN ONE SHOP SUPPLIESELECTRICAL SHOP 2003 - 6071 191.96NEWARK IN ONE Check Total:MWAP-00097177358.16 TAL CRK SW CRSNGENGINEERING - TALLAC SWR XNG 1029 - 7014 - TLCXNG 4,605.39NORTHWEST HYD CONSULT INC Check Total:MWAP-000971784,605.39 UB SUSPENSEGEN & ADMIN 1000 - 2002 256.52O'BRIEN, WILLIAM UB SUSPENSEGEN & ADMIN 2000 - 2002 256.52O'BRIEN, WILLIAM Check Total:MWAP-00097179513.04 HYPOCHLORITEOPERATIONS 1006 - 4755 3,294.83OLIN CORPORATION Check Total:MWAP-000971803,294.83 THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:7 11:17:56 User: Report:98 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num TRAVEL/MEETINGSCUSTOMER SERVICE 2038 - 6200 433.00OTTO, VICTOR W Check Total:MWAP-00097181433.00 DIST.COMP SPPLISINFORMATION TECH 1037 - 4840 64.65PC MALL GOV INC DIST.COMP SPPLISINFORMATION TECH 2037 - 4840 64.65PC MALL GOV INC Check Total:MWAP-00097182129.30 TRAVEL/MEETINGSLABORATORY 1007 - 6200 157.48POWERS, TERENCE H TRAVEL/MEETINGSLABORATORY 2007 - 6200 157.48POWERS, TERENCE H Check Total:MWAP-00097183314.96 PUMP STATIONSPUMPS 1002 - 6051 19.01PRAXAIR 174 SHOP SUPPLIESHEAVY MAINT 1004 - 6071 6.16PRAXAIR 174 GROUNDS & MNTCWATER REUSE 1028 - 6042 57.24PRAXAIR 174 Check Total:MWAP-0009718482.41 TRAVEL/MEETINGSUNDERGROUND REP 2001 - 6200 113.00PRIETO, ANTONIO Check Total:MWAP-00097185113.00 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 200.00RAMBO, MICHELLE Check Total:MWAP-00097186200.00 TRAVEL/MEETINGSFINANCE 1039 - 6200 -40.50RASMUSSEN, SUSAN TRAVEL/MEETINGSFINANCE 2039 - 6200 -40.50RASMUSSEN, SUSAN Check Total:RVAP-00097064REVERSED-81.00 SAFETY/EQUIP/PHYPUMPS 1002 - 6075 125.93RED WING SHOE STORE SAFETY/EQUIP/PHYUNDERGROUND REP 2001 - 6075 315.16RED WING SHOE STORE SAFETY/EQUIP/PHYPUMPS 2002 - 6075 125.92RED WING SHOE STORE Check Total:MWAP-00097187567.01 PUB RELATIONSPUBLIC OUTREACH - PR EXP-EXTERNAL 1027 - 6620 - PREEXT 72.73REDWOOD PRINTING PUB RELATIONSPUBLIC OUTREACH - PR EXP-EXTERNAL 2027 - 6620 - PREEXT 72.73REDWOOD PRINTING Check Total:MWAP-00097188145.46 SAFETY/EQUIP/PHYHUMAN RESOURCES 1022 - 6075 82.50RICHARD L KAHN O.D. SAFETY/EQUIP/PHYHUMAN RESOURCES 2022 - 6075 82.50RICHARD L KAHN O.D. Check Total:MWAP-00097189165.00 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 1,455.00RIDER, BARRETT EUGENE Check Total:MWAP-000971901,455.00 THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:8 11:17:56 User: Report:99 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 1,460.47RUELAS, ARTEMIO Check Total:MWAP-000971911,460.47 TRAVEL/MEETINGSOPERATIONS 1006 - 6200 36.00RUIZ, JOSE Check Total:MWAP-0009719236.00 MISC INCOMEGEN & ADMIN - T&M UB CASH BRD 2000 - 3540 - TMCBUB 2,579.54SCHUE, RYAN & NATASHA Check Total:MWAP-000971932,579.54 BUILDINGSHEAVY MAINT 1004 - 6041 1,007.94SHERWIN-WILLIAMS BUILDINGSPUMPS 2002 - 6041 221.00SHERWIN-WILLIAMS BUILDINGSHEAVY MAINTENANC 2004 - 6041 57.55SHERWIN-WILLIAMS Check Total:MWAP-000971941,286.49 GROUNDS & MNTCHEAVY MAINT 1004 - 6042 1,206.39SHIELDS HARPER & CO INC Check Total:MWAP-000971951,206.39 RADIO-RPRS/RPLCMELECTRICAL SHOP 1003 - 6056 310.00SIERRA ELECTRONICS Check Total:MWAP-00097196310.00 CONST RETAINAGEGEN & ADMIN - PRV INSTRUMENTAT 2000 - 2605 - SCDW03 -7,371.39SIERRA NEVADA CONSTRUCTION WTRLN, PONDEROSAENGINEERING - WTRLN PONDEROSA 2029 - 7019 - 15W010 147,427.75SIERRA NEVADA CONSTRUCTION Check Total:MWAP-00097197140,056.36 MONITORINGLABORATORY - IND CRK RES MONT 1007 - 6110 - INDIAN 258.00SILVER STATE ANALYTICAL LAB Check Total:MWAP-00097198258.00 NATURAL GASGEN & ADMIN 1000 - 6350 112.82SOUTHWEST GAS NATURAL GASGEN & ADMIN 2000 - 6350 89.77SOUTHWEST GAS Check Total:MWAP-00097199202.59 WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 300.00STERN, DAVID Check Total:MWAP-00097200300.00 DVR IRR IMPRVMNTENGINEERING - DVR IRRIG IMPRVS 1029 - 8161 - DVRIIP 477.00SUNRISE ENGINEERING INC Check Total:MWAP-00097201477.00 DUES/MEMB/CERTENGINEERING 2029 - 6250 70.00SWRCB Check Total:MWAP-0009720270.00 FLL VVS #3ENGINEERING - FLL VVS #3 1029 - 7036 - FLVVS3 1,594.60TAHOE ASPHALT INC Check Total:MWAP-000972031,594.60 METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 910.00TAHOE FENCE CO INC THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:9 11:17:56 User: Report:100 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num Check Total:MWAP-00097204910.00 METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 1,557.40TERRY'S APOLLO PLUMBING & HTN Check Total:MWAP-000972051,557.40 LAB SUPPLIESLABORATORY 1007 - 4760 363.52THERMO ELECTRON NO AMER LLC LAB SUPPLIESLABORATORY 2007 - 4760 362.74THERMO ELECTRON NO AMER LLC Check Total:MWAP-00097206726.26 DVR IRR IMPRVMNTENGINEERING - DVR IRRIG IMPRVS 1029 - 8161 - DVRIIP 2,331.08THOMAS HAEN CO INC Check Total:MWAP-000972072,331.08 FLL VVS #3ENGINEERING - FLL VVS #3 1029 - 7036 - FLVVS3 3,444.42THUNDERBIRD COMMUNICATIONS Check Total:MWAP-000972083,444.42 TRAVEL/MEETINGSLABORATORY 1007 - 6200 104.39TREBOTICH, DELORES L TRAVEL/MEETINGSLABORATORY 2007 - 6200 104.38TREBOTICH, DELORES L Check Total:MWAP-00097209208.77 PIPE/CVRS/MHLSUNDERGROUND REP 1001 - 6052 10.00U S BANK CORPORATE TELEPHONEUNDERGROUND REP 1001 - 6310 190.01U S BANK CORPORATE SMALL TOOLSPUMPS 1002 - 6073 85.05U S BANK CORPORATE TRAVEL/MEETINGSPUMPS 1002 - 6200 68.92U S BANK CORPORATE TELEPHONEPUMPS 1002 - 6310 71.67U S BANK CORPORATE BUILDINGSELECTRICAL SHOP 1003 - 6041 79.96U S BANK CORPORATE SHOP SUPPLIESELECTRICAL SHOP 1003 - 6071 217.16U S BANK CORPORATE TELEPHONEELECTRICAL SHOP 1003 - 6310 5.42U S BANK CORPORATE SECONDARY EQUIPHEAVY MAINT 1004 - 6022 1,151.29U S BANK CORPORATE TRAVEL/MEETINGSHEAVY MAINT 1004 - 6200 1,545.55U S BANK CORPORATE HDWKS EQ/BLDGOPERATIONS 1006 - 6020 64.08U S BANK CORPORATE SECONDARY EQUIPOPERATIONS 1006 - 6022 39.72U S BANK CORPORATE GROUNDS & MNTCOPERATIONS 1006 - 6042 2,659.99U S BANK CORPORATE TRAVEL/MEETINGSOPERATIONS 1006 - 6200 2,664.73U S BANK CORPORATE DUES/MEMB/CERTOPERATIONS 1006 - 6250 352.00U S BANK CORPORATE LAB SUPPLIESLABORATORY 1007 - 4760 43.80U S BANK CORPORATE OFFICE SUPPLIESLABORATORY 1007 - 4820 13.45U S BANK CORPORATE TRAVEL/MEETINGSLABORATORY 1007 - 6200 4,093.69U S BANK CORPORATE DUES/MEMB/CERTLABORATORY 1007 - 6250 120.50U S BANK CORPORATE THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:10 11:17:56 User: Report:101 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num TRAVEL/MEETINGSADMINISTRATION 1021 - 6200 119.31U S BANK CORPORATE SUPPLIESADMINISTRATION 1021 - 6520 243.88U S BANK CORPORATE INCNTV & RCGNTNADMINISTRATION 1021 - 6621 154.05U S BANK CORPORATE SAFETY PROGRAMSHUMAN RESOURCES 1022 - 6079 170.63U S BANK CORPORATE TRAVEL/MEETINGSHUMAN RESOURCES 1022 - 6200 99.50U S BANK CORPORATE PERSONNEL EXPENSHUMAN RESOURCES 1022 - 6670 132.58U S BANK CORPORATE GROUNDS & MNTCWATER REUSE 1028 - 6042 180.70U S BANK CORPORATE SHOP SUPPLIESWATER REUSE 1028 - 6071 31.94U S BANK CORPORATE SAFETY/EQUIP/PHYWATER REUSE 1028 - 6075 18.38U S BANK CORPORATE DUES/MEMB/CERTWATER REUSE 1028 - 6250 60.00U S BANK CORPORATE SHOP SUPPLIESENGINEERING 1029 - 6071 96.94U S BANK CORPORATE TRAVEL/MEETINGSENGINEERING 1029 - 6200 270.31U S BANK CORPORATE TELEPHONEENGINEERING 1029 - 6310 139.78U S BANK CORPORATE FLL VVS #3ENGINEERING - FLL VVS #3 1029 - 7036 - FLVVS3 1,685.71U S BANK CORPORATE DIST.COMP SPPLISINFORMATION TECH 1037 - 4840 556.45U S BANK CORPORATE SERVICE CONTRACTINFORMATION TECH 1037 - 6030 79.48U S BANK CORPORATE TRAVEL/MEETINGSINFORMATION TECH 1037 - 6200 293.73U S BANK CORPORATE TELEPHONEINFORMATION TECH 1037 - 6310 53.01U S BANK CORPORATE OFFICE SUPPLIESCUSTOMER SERVICE 1038 - 4820 8.26U S BANK CORPORATE TRAVEL/MEETINGSCUSTOMER SERVICE 1038 - 6200 103.28U S BANK CORPORATE TELEPHONECUSTOMER SERVICE 1038 - 6310 212.53U S BANK CORPORATE OFFICE SUPPLIESFINANCE 1039 - 4820 229.44U S BANK CORPORATE TRAVEL/MEETINGSFINANCE 1039 - 6200 313.38U S BANK CORPORATE REPL ERP SYSTEMFINANCE - ERP REPL PROJECT 1039 - 8769 - ERPREP 391.97U S BANK CORPORATE TRAVEL/MEETINGSUNDERGROUND REP 2001 - 6200 1,335.66U S BANK CORPORATE TELEPHONEUNDERGROUND REP 2001 - 6310 148.81U S BANK CORPORATE SMALL TOOLSPUMPS 2002 - 6073 85.05U S BANK CORPORATE TELEPHONEPUMPS 2002 - 6310 71.67U S BANK CORPORATE BUILDINGSELECTRICAL SHOP 2003 - 6041 79.96U S BANK CORPORATE SHOP SUPPLIESELECTRICAL SHOP 2003 - 6071 217.16U S BANK CORPORATE TELEPHONEELECTRICAL SHOP 2003 - 6310 5.42U S BANK CORPORATE LAB SUPPLIESLABORATORY 2007 - 4760 43.79U S BANK CORPORATE THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:11 11:17:56 User: Report:102 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num OFFICE SUPPLIESLABORATORY 2007 - 4820 13.45U S BANK CORPORATE TRAVEL/MEETINGSLABORATORY 2007 - 6200 625.69U S BANK CORPORATE DUES/MEMB/CERTLABORATORY 2007 - 6250 32.50U S BANK CORPORATE TRAVEL/MEETINGSADMINISTRATION 2021 - 6200 119.31U S BANK CORPORATE SUPPLIESADMINISTRATION 2021 - 6520 243.88U S BANK CORPORATE INCNTV & RCGNTNADMINISTRATION 2021 - 6621 154.03U S BANK CORPORATE SAFETY PROGRAMSHUMAN RESOURCES 2022 - 6079 170.62U S BANK CORPORATE TRAVEL/MEETINGSHUMAN RESOURCES 2022 - 6200 99.50U S BANK CORPORATE PERSONNEL EXPENSHUMAN RESOURCES 2022 - 6670 132.58U S BANK CORPORATE SHOP SUPPLIESENGINEERING 2029 - 6071 96.93U S BANK CORPORATE TRAVEL/MEETINGSENGINEERING 2029 - 6200 1,188.81U S BANK CORPORATE TELEPHONEENGINEERING 2029 - 6310 141.98U S BANK CORPORATE DIST.COMP SPPLISINFORMATION TECH 2037 - 4840 556.43U S BANK CORPORATE SERVICE CONTRACTINFORMATION TECH 2037 - 6030 79.47U S BANK CORPORATE TRAVEL/MEETINGSINFORMATION TECH 2037 - 6200 293.72U S BANK CORPORATE TELEPHONEINFORMATION TECH 2037 - 6310 53.00U S BANK CORPORATE OFFICE SUPPLIESCUSTOMER SERVICE 2038 - 4820 8.25U S BANK CORPORATE SHOP SUPPLIESCUSTOMER SERVICE 2038 - 6071 25.49U S BANK CORPORATE TRAVEL/MEETINGSCUSTOMER SERVICE 2038 - 6200 2,483.27U S BANK CORPORATE DUES/MEMB/CERTCUSTOMER SERVICE 2038 - 6250 80.00U S BANK CORPORATE TELEPHONECUSTOMER SERVICE 2038 - 6310 212.52U S BANK CORPORATE WTR CONS EXPENSECUSTOMER SERVICE - WTR CONS PROG 2038 - 6660 - WCPROG 513.42U S BANK CORPORATE OFFICE SUPPLIESFINANCE 2039 - 4820 229.43U S BANK CORPORATE TRAVEL/MEETINGSFINANCE 2039 - 6200 313.37U S BANK CORPORATE TRAVEL/MEETINGSFINANCE - USFS GRNT ADMIN 2039 - 6200 - SMOKEY 50.00U S BANK CORPORATE Check Total:MWAP-0009721329,027.40 OFFICE SUPPLIESOPERATIONS 1006 - 4820 715.00VARIDESK LLC Check Total:MWAP-00097214715.00 CONST RETAINAGEGEN & ADMIN - 2017 METERS PH3 2000 - 2605 - 16W003 -35,093.92VINCIGUERRA CONSTRUCTION METERS PH 3ENGINEERING - 2017 METERS PH3 2029 - 8760 - 16W003 701,878.54VINCIGUERRA CONSTRUCTION Check Total:MWAP-00097215666,784.62 SMALL TOOLS INVGEN & ADMIN 1000 - 0423 37.63WAXIE SANITARY SUPPLY THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:12 11:17:56 User: Report:103 Description Acct# / Proj CodeDepartment / Proj Name TypeAmountVendor Name PAYMENT OF CLAIMS Check Num Check Total:MWAP-0009721637.63 SMALL TOOLSUNDERGROUND REP 1001 - 6073 170.57WECO INDUSTRIES INC Check Total:MWAP-00097217170.57 BUILDINGSELECTRICAL SHOP 1003 - 6041 11.13WEDCO INC SMALL TOOLSELECTRICAL SHOP 1003 - 6073 50.88WEDCO INC SMALL TOOLSWATER REUSE 1028 - 6073 78.28WEDCO INC Check Total:MWAP-00097218140.29 PUMP STATIONSPUMPS 1002 - 6051 450.04WESTERN NEVADA SUPPLY PUMP STATIONSELECTRICAL SHOP 1003 - 6051 121.94WESTERN NEVADA SUPPLY EXPORT/FRCE MAINHEAVY MAINT 1004 - 6047 1,764.30WESTERN NEVADA SUPPLY SHOP SUPPLIESHEAVY MAINT 1004 - 6071 34.95WESTERN NEVADA SUPPLY FLL VVS #3ENGINEERING - FLL VVS #3 1029 - 7036 - FLVVS3 76.61WESTERN NEVADA SUPPLY DVR IRR IMPRVMNTENGINEERING - DVR IRRIG IMPRVS 1029 - 8161 - DVRIIP 1,072.51WESTERN NEVADA SUPPLY BOXES/LIDS/INVGEN & ADMIN 2000 - 0403 12,694.89WESTERN NEVADA SUPPLY VLVS ELB Ts FLNGGEN & ADMIN 2000 - 0404 4,885.03WESTERN NEVADA SUPPLY REP REDI CLMPSGEN & ADMIN 2000 - 0406 2,662.94WESTERN NEVADA SUPPLY SADDLES FTNG INVGEN & ADMIN 2000 - 0407 2,874.51WESTERN NEVADA SUPPLY PIPE INVENTORYGEN & ADMIN 2000 - 0408 254.29WESTERN NEVADA SUPPLY SM BRASS URWGEN & ADMIN 2000 - 0471 194.60WESTERN NEVADA SUPPLY PIPE/CVRS/MHLSUNDERGROUND REP 2001 - 6052 2,189.23WESTERN NEVADA SUPPLY SMALL TOOLSUNDERGROUND REP 2001 - 6073 24.48WESTERN NEVADA SUPPLY BUILDINGSHEAVY MAINTENANC 2004 - 6041 1,438.46WESTERN NEVADA SUPPLY Check Total:MWAP-0009722030,738.78 CONST RETAINAGEGEN & ADMIN - 2017 HYDRNT-SIER 1000 - 2605 - 17W001 -7,115.00WHITE ROCK CONSTRUCTION 2017 HYDRANTSENGINEERING - 2017 HYDRNT-SIER 2029 - 8860 - 17W001 142,300.00WHITE ROCK CONSTRUCTION Check Total:MWAP-00097221135,185.00 1,581,252.56Grand Total: THERESA - Theresa Sherman BK: Payment of Claims Report (With RV) V2 <1.03> Current Date:10/26/2017 Current Time: Page:13 11:17:56 User: Report:104