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District Board Agenda Packet 12-03-2020 SOUTH TAHOE PUBLIC UTILITY DISTRICT REGULAR BOARD MEETING AGENDA Thursday, December 03, 2020 - 2:00 p.m. District Board Room 1275 Meadow Crest Drive, South Lake Tahoe, California Pursuant to the Governor’s Executive Order N-29-20 the South Tahoe Public Utility District Board of Directors may participate via teleconference. Randy Vogelgesang, President BOARD MEMBERS Kelly Sheehan, Vice President Chris Cefalu, Director Duane Wallace, Director Nick Exline, Director John Thiel, General Manager Shannon Cotulla, Assistant General Manager Public Participation Board Meetings are open to the public with limited seating and available on a first-come, first-served basis to allow enforcement of social distancing protocols. Masks will be required upon entrance and exit to the building and while in common areas where social distancing cannot be regulated. In accordance with Executive Order N-29-20, public participation will also be offered remotely through the GoToMeeting Conference Call listed below. South Tahoe Public Utility District Board of Directors Meeting Please join my meeting from your computer, tablet or smartphone: https://global.gotomeeting.com/join/752731229 You can also dial in using your phone: United States (Toll Free): 1-877-309-2073 United States: 1-646-749-3129 Access Code: 752-731-229 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. ADMINISTER OATHS OF OFFICE (Melonie Guttry, Executive Services Manager/Clerk of the Board) Terms Commence December 4, 2020 Shane Romsos, Seat 2 David Peterson, Seat 3 Kelly Sheehan, Seat 4 REGULAR BOARD MEETING AGENDA – December 3, 2020 PAGE – 2 3. 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.) 4. 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.) 5. 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.) 6. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION 7. PRESENTATION a. Award Government Finance Officers Certificate of Achievement of Excellence in Financial Reporting (President Vogelgesang) 8. ITEMS FOR BOARD ACTION a. Sierra Tahoe Ready Mix – Mike Wallace (Tim Bledsoe, Manager of Customer Service) Grant Sierra Tahoe Ready Mix an exception to the Administrative Code regarding relief from quarterly water service fees at 1526 Emerald Bay Road and only require payment of 36% of the base water charge during the winter months when water service cannot be utilized due to special circumstances. b. Centrifuge No. 2 Major Rebuild (Kyle Schrauben, Heavy Maintenance Supervisor and Jeff Lee, Manager of Plant Operations) (1) Authorize exception to bidding procedures as outlined in Purchasing Policy for an equipment and service purchase requiring compatibility with existing equipment to be purchased from the manufacturer; and, (2) Approve purchase of parts and labor from GEA Westfalia Separator Division for a major maintenance rebuild of centrifuge No. 2 and two new motors in the estimated amount of $116,224.60. c. Dental Insurance Renewal (Liz Kauffman, Human Resources Director) Approve renewal of dental insurance with CDC Group Health, Inc., with (1) a $.025 decrease in administrative fees; (2) eliminating the Preventive Dental Service Program and the Dental Reward Rollover Provision; (3) increasing the Maximum Annual Benefit Amount to $3,000; (4) decreasing 2021 funding level to $137.34; and, (5) decreasing 2021 COBRA Rates to $55.05, $110.11, and $187.18 per month. d. Management Memorandum of Understanding Side Letter (Liz Kauffman, Human Resources Director) Approve Management Memorandum of Understanding Side Letter regarding impacts of restructuring affecting Management Unit staff. e. Appreciation of Director Vogelgesang (John Thiel, General Manager) Adopt Resolution No. 3157-20 in Appreciation of Director Vogelgesang. REGULAR BOARD MEETING AGENDA – December 3, 2020 PAGE – 3 f. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Approve Payment of Claims in the amount of $ 1,547,998.67. 9. STANDING AND AD-HOC COMMITTEE REPORTS (Discussions may take place; however, no action will be taken.) 10. BOARD MEMBER REPORTS (Discussions may take place; however, no action will be taken.) 11. EL DORADO WATER AGENCY PURVEYOR REPORT 12. GENERAL MANAGER REPORT (Discussion may take place; however, no action will be taken.) a. Staffing b. COVID-19 13. STAFF/ATTORNEY REPORTS (Discussions may take place; however, no action will be taken.) a. Continuation of Late Fee Waiver (Paul Hughes, Chief Financial Officer) 14. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS Past Meetings/Events 11/19/2020 – 2:00 p.m. Regular Board Meeting at the District Future Meetings/Events 12/09/2020 – 10:30 a.m. El Dorado Water Agency Board Meeting in Placerville 12/14/2020 – 3:30 p.m. Operations Committee Meeting at the District 12/17/2020 – 2:00 p.m. Regular Board Meeting at the District 15. ITEMS FOR CLOSED SESSION (The Board will adjourn to Closed Session to discuss items identified below. Closed Session is not open to the public; however, an opportunity will be provided at this time if members of the public would like to comment on any item listed – three minute limit.) a. Pursuant to Government Code Section 54957(a)/Conference with Labor Negotiators re: Management Group. Present at this Closed Session will be Agency Negotiators: John Thiel/General Manager and Liz Kauffman, Human Resources Director. b. Pursuant to Section 54957 of the California Government Code, Closed Session may be held regarding public employee evaluation for unrepresented employee position - General Manager. ADJOURNMENT (The next Regular Board Meeting is Thursday, December 17, 2020, 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 – December 3, 2020 PAGE – 4 SOUTH TAHOE PUBLIC UTILITY DISTRICT CONSENT CALENDAR Thursday, December 3, 2020 ITEMS FOR CONSENT a. SEPTEMBER 30, 2020, FISCAL YEAR TO DATE FINANCIAL STATEMENTS (Paul Hughes, Chief Financial Officer) Receive and file the September 30, 2020, Income Statement and Balance Sheet Reports. b. CALPERS REQUIRED PAY LISTING BY POSITION (Debbie Henderson, Accounting Manager) Adopt Resolution No. 3156-20 which incorporates the Pay Listing by Position for the Pay Listing effective November 12, 2020. c. UPPER TRUCKEE PUMP STATION REHABILITATION PROJECT (Stephen Caswell, Principal Engineer) Approve Proposal to amend existing Task Order No. 15 for Carollo Engineers, Inc., for additional design services for the Upper Truckee Pump Station Rehabilitation Project in an amount not to exceed $27,575. d. 2020 WATER METER INSTALLATION PROJECT – PHASE 5B (Trevor Coolidge, Senior Engineer) Authorize staff to file a Notice of Completion with the El Dorado County Clerk for the 2020 Water Meter Installation Project - Phase 5B. e. UPPER TRUCKEE WASTEWATER PUMP STATION REHABILITATION PROJECT LOAN FROM STATE WATER RESOURCES CONTROL BOARD CLEAN WATER STATE REVOLVING LOAN FUND (Lynn Nolan, Grants Coordinator) Adopt Resolution No.’s 3158-20 and 3159-20 to apply for funding for the Upper Truckee Wastewater Pump Station Rehabilitation Project. f. 2019 ROCKY POINT II WATERLINE REPLACEMENT REBID AND LARGE METERS REPLACEMENT PROJECT (Adrian Combes, Senior Engineer) Authorize staff to file a Partial Notice of Completion with the El Dorado County Clerk for the Rocky Point II Waterline and Rocky Pressure Regulating Valve Portion of the Contract. g. REGULAR BOARD MEETING MINUTES: November 19, 2020 (Melonie Guttry/Executive Services Manager/Clerk of the Board) Approve November 19, 2020, Minutes. Paul Hughes Page 2 December 3, 2020 BOARD AGENDA ITEM 5a TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: September 30, 2020, Fiscal Year to Date Financial Statements REQUESTED BOARD ACTION: Receive and file the September 30, 2020, Income Statement and Balance Sheet Reports. DISCUSSION: The District auditors, Mann, Urrutia, Nelson CPA’s and Associates, recommend that the District’s quarterly Financial Statements be placed on the Board meeting Agenda for receipt and file by the Board of Directors. Attached are the September 30, 2020, fiscal year to date Income Statements and Balance Sheet for the Water and Sewer Funds. Water and sewer service charge revenues through first quarter ending September 30, 2020, are at 29% and 25% of budget. Sewer charges are right on budget while water service charges are over budget due to the increased consumption for irrigation during the summer. As consumption decreases throughout the winter months, total water service charges are expected to be at or near budget. Other revenues included in the category “Charges for Sales and Services” include capacity fees and permit fees, the majority of which are collected near the beginning or end of the fiscal year, during construction season. This is why the total water and sewer connection and service fees are at 58% and 30% of budget at September 30, 2020. Collection of these fees slow down during quarters ending in December and March and pick back up during the last quarter of the year. All other water and sewer revenue categories through September 30, 2020, are near or below $0. This is normal for the first quarter and is due to the timing of grant revenue receipts, reversal of year-end fair market value adjustments to investments and property tax payments not being received until the second half of the fiscal year. General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 1 Paul Hughes Page 2 December 3, 2020 Water and sewer operating expenses less depreciation through September 30, 2020, are at 22% and 21% of budget. Depreciation is generally recorded as part of the fiscal year-end process. Both funds are currently below budget at the end of the first quarter, but it is too early in the year to project whether this trend will continue through the year. Also, fourth quarter year-end payroll and other accrual entries can erase savings recorded early in the year. Debt service payments are recorded on specific due dates, not evenly distributed throughout the year, so the percent of budget spent is not a relevant statistic until all payments for the year have been made. Water and sewer capital outlay spending through September 30, 2020, is $1.9 million and $2.7 million representing 18% and 22% of budget. The majority of these expenditures are incurred at the beginning and end of the fiscal year, during construction season. At the end of the fiscal year an analysis is performed to determine the status of projects and the potential need to roll budgeted funds into the next year for incomplete projects, or to increase capital reserves for future use. District staff recommends the Board receive and file the attached September 30, 2020, Income Statements and Balance Sheet as presented. SCHEDULE: N/A COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: September 30, 2020, Income Statements and Balance Sheet ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 2 Fund Category Proprietary Funds Fund Type Enterprise Funds Fund 10 - Sewer Fund Operating Revenue Charges for sales and services Service charges 15,160,000.00 (87,992.51)3,718,245.44 11,441,754.56 25 15,221,137.04 Connection and service fees 1,125,000.00 111,625.50 337,746.00 787,254.00 30 1,341,638.00 Other operating income 109,695.00 14,792.94 40,602.02 69,092.98 37 103,124.15 Charges for sales and services Totals $16,394,695.00 $38,425.93 $4,096,593.46 $12,298,101.54 25%$16,665,899.19 Operating Revenue Totals $16,394,695.00 $38,425.93 $4,096,593.46 $12,298,101.54 25%$16,665,899.19 Non Operating Revenue Tax revenue 8,586,690.00 16,098.08 37,572.50 8,549,117.50 0 9,053,618.80 Investment earnings 383,500.00 49.29 (532,767.44)916,267.44 (139)1,060,677.01 Aid from governmental agencies 300,000.00 .00 (180,908.17)480,908.17 (60)180,908.17 Other nonoperating income 220,000.00 4,163.17 10,619.17 209,380.83 5 179,263.84 Non Operating Revenue Totals $9,490,190.00 $20,310.54 ($665,483.94)$10,155,673.94 (7%)$10,474,467.82 Operating Expenses Wages Full Time 7,598,500.00 1,023,276.08 1,930,353.15 5,668,146.85 25 6,466,338.39 Wages Part-Time 147,075.00 2,525.72 11,854.97 135,220.03 8 95,308.21 Benefits 4,138,225.00 328,660.61 876,528.21 3,261,696.79 21 4,552,715.81 Depreciation and amortization 5,113,000.00 .00 .00 5,113,000.00 0 4,748,936.98 Utilities 2,203,575.00 179,336.19 350,539.46 1,853,035.54 16 1,925,547.39 Repairs and maintenance 1,435,550.00 61,247.65 234,220.46 1,201,329.54 16 1,201,358.75 Other operating expenses 2,449,600.00 141,855.05 387,966.44 2,061,633.56 16 2,560,164.55 Operating Expenses Totals $23,085,525.00 $1,736,901.30 $3,791,462.69 $19,294,062.31 16%$21,550,370.08 Nonoperating Expenses Debt Service - Net 2,712,275.00 .00 .00 2,712,275.00 0 .00 Interest expense 773,375.00 56,014.35 (82,149.12)855,524.12 (11)744,359.85 Other expense 653,000.00 11,110.72 14,721.30 638,278.70 2 653,952.10 Nonoperating Expenses Totals $4,138,650.00 $67,125.07 ($67,427.82)$4,206,077.82 (2%)$1,398,311.95 Capital Outlay Expenditures 12,447,523.00 202,431.10 2,705,124.47 9,742,398.53 22 .00 Fund 10 - Sewer Fund Totals REVENUE TOTALS 25,884,885.00 58,736.47 3,431,109.52 22,453,775.48 13%27,140,367.01 EXPENSE TOTALS 39,671,698.00 2,006,457.47 6,429,159.34 33,242,538.66 16%22,948,682.03 Fund 10 - Sewer Fund Net Gain (Loss)($13,786,813.00)($1,947,721.00)($2,998,049.82)$10,788,763.18 22%$4,191,684.98 Page 1 of 3Run by Paul Hughes on 11/13/2020 09:53:34 AM Income Statement Through 09/30/20 Summary Listing Annual MTD YTD Budget Less % of Prior Year Budget Amount Actual Amount Actual Amount YTD Actual Budget Total ActualClassification 3 Fund Category Proprietary Funds Fund Type Enterprise Funds Fund 20 - Water Fund Operating Revenue Charges for sales and services Service charges 13,360,000.00 7,997.83 2,517,344.26 10,842,655.74 19 13,018,242.56 Connection and service fees 564,000.00 98,096.03 328,632.99 235,367.01 58 1,323,130.07 Other operating income 177,000.00 13,337.26 19,099.84 157,900.16 11 208,610.23 Charges for sales and services Totals $14,101,000.00 $119,431.12 $2,865,077.09 $11,235,922.91 20%$14,549,982.86 Operating Revenue Totals $14,101,000.00 $119,431.12 $2,865,077.09 $11,235,922.91 20%$14,549,982.86 Non Operating Revenue Tax revenue 678,310.00 .00 .00 678,310.00 0 236,272.86 Investment earnings 97,000.00 34.62 (262,377.49)359,377.49 (270)417,069.14 Aid from governmental agencies 1,399,375.00 (.02)(61,693.21)1,461,068.21 (4)397,542.55 Other nonoperating income 298,400.00 54,132.04 55,178.66 243,221.34 18 122,089.66 Non Operating Revenue Totals $2,473,085.00 $54,166.64 ($268,892.04)$2,741,977.04 (11%)$1,172,974.21 Operating Expenses Wages Full Time 4,830,675.00 658,067.67 1,207,601.54 3,623,073.46 25 3,903,546.05 Wages Part-Time 141,100.00 6,913.68 21,390.24 119,709.76 15 55,437.35 Benefits 2,591,400.00 207,498.96 536,735.97 2,054,664.03 21 2,855,032.71 Depreciation and amortization 4,100,000.00 .00 .00 4,100,000.00 0 4,062,684.40 Utilities 813,475.00 129,093.16 264,405.22 549,069.78 33 751,140.08 Repairs and maintenance 1,611,075.00 96,900.58 378,623.05 1,232,451.95 24 1,731,216.07 Other operating expenses 2,247,225.00 93,947.15 309,706.39 1,937,518.61 14 2,012,536.41 Operating Expenses Totals $16,334,950.00 $1,192,421.20 $2,718,462.41 $13,616,487.59 17%$15,371,593.07 Nonoperating Expenses Debt Service - Net 597,600.00 .00 .00 597,600.00 0 .00 Interest expense 256,625.00 .00 (109,530.00)366,155.00 (43)60,730.52 Other expense 47,200.00 15,248.86 14,721.31 32,478.69 31 42,613.01 Nonoperating Expenses Totals $901,425.00 $15,248.86 ($94,808.69)$996,233.69 (11%)$103,343.53 Capital Outlay Expenditures 10,572,495.00 722,020.71 1,900,287.34 8,672,207.66 18 .00 Fund 20 - Water Fund Totals REVENUE TOTALS 16,574,085.00 173,597.76 2,596,185.05 13,977,899.95 16%15,722,957.07 EXPENSE TOTALS 27,808,870.00 1,929,690.77 4,523,941.06 23,284,928.94 16%15,474,936.60 Fund 20 - Water Fund Net Gain (Loss)($11,234,785.00)($1,756,093.01)($1,927,756.01)$9,307,028.99 17%$248,020.47 Fund Type Enterprise Funds Totals REVENUE TOTALS 42,458,970.00 232,334.23 6,027,294.57 36,431,675.43 14%42,863,324.08 EXPENSE TOTALS 67,480,568.00 3,936,148.24 10,953,100.40 56,527,467.60 16%38,423,618.63 Page 2 of 3Run by Paul Hughes on 11/13/2020 09:53:34 AM Income Statement Through 09/30/20 Summary Listing Annual MTD YTD Budget Less % of Prior Year Budget Amount Actual Amount Actual Amount YTD Actual Budget Total ActualClassification 4 Fund Category Proprietary Funds Fund Type Enterprise Funds Net Gain (Loss)($25,021,598.00)($3,703,814.01)($4,925,805.83)$20,095,792.17 20%$4,439,705.45 Fund Category Proprietary Funds Totals REVENUE TOTALS 42,458,970.00 232,334.23 6,027,294.57 36,431,675.43 14%42,863,324.08 EXPENSE TOTALS 67,480,568.00 3,936,148.24 10,953,100.40 56,527,467.60 16%38,423,618.63 Fund Category Proprietary Funds Net Gain (Loss)($25,021,598.00)($3,703,814.01)($4,925,805.83)$20,095,792.17 20%$4,439,705.45 Grand Totals REVENUE TOTALS 42,458,970.00 232,334.23 6,027,294.57 36,431,675.43 14%42,863,324.08 EXPENSE TOTALS 67,480,568.00 3,936,148.24 10,953,100.40 56,527,467.60 16%38,423,618.63 Grand Total Net Gain (Loss)($25,021,598.00)($3,703,814.01)($4,925,805.83)$20,095,792.17 20%$4,439,705.45 Page 3 of 3Run by Paul Hughes on 11/13/2020 09:53:34 AM Income Statement Through 09/30/20 Summary Listing Annual MTD YTD Budget Less % of Prior Year Budget Amount Actual Amount Actual Amount YTD Actual Budget Total ActualClassification 5 Current YTD Prior Year Classification Balance Total Actual Net Change Change % Fund Category Proprietary Funds Fund Type Enterprise Funds ASSETS Current Assets Cash and Cash Equivalents 6,609,752.05 12,759,237.64 (6,149,485.59)(48.20) Investments 3,186,114.83 3,235,528.46 (49,413.63)(1.53) Accounts Receivable 2,230,464.43 2,070,935.33 159,529.10 7.70 Due From Governmental Agencies 108,874.12 592,101.14 (483,227.02)(81.61) Property Tax Receivable .00 8,555,859.00 (8,555,859.00)(100.00) Interest Receivable 110,890.43 288,050.22 (177,159.79)(61.50) Other Current Assets 1,146,601.37 1,035,243.87 111,357.50 10.76 Current Assets Totals $13,392,697.23 $28,536,955.66 ($15,144,258.43)(53.07%) Noncurrent Assets Restricted Assets Cash and Cash Equivalents 555,248.83 555,246.85 1.98 .00 Certificate of Deposit 165,000.00 165,000.00 .00 .00 Restricted Assets Totals $720,248.83 $720,246.85 $1.98 0.00% Long-Term Accounts Receivable 178,372.42 182,427.50 (4,055.08)(2.22) Due From Other Governmental Agencies 146,040.00 146,040.00 .00 .00 Interfund Loan Receivable 3,000,000.00 3,000,000.00 .00 .00 Investments 31,200,409.01 31,900,571.57 (700,162.56)(2.19) Capital Assets 207,767,724.20 207,767,724.20 .00 .00 Construction in Progress 21,901,857.32 21,901,857.32 .00 .00 Noncurrent Assets Totals $264,914,651.78 $265,618,867.44 ($704,215.66)(0.27%) Deferred Outflows of Resources Refunding Loan Costs 150,127.49 156,500.09 (6,372.60)(4.07) Changes in the Pension Liability 3,704,193.00 3,704,193.00 .00 .00 Deferred Outflows of Resources Totals $3,854,320.49 $3,860,693.09 ($6,372.60)(0.17%) ASSETS TOTALS $282,161,669.50 $298,016,516.19 ($15,854,846.69)(5.32%) LIABILITIES AND FUND EQUITY LIABILITIES Current Liabilities Accounts Payable and Other Liabilities 2,015,260.03 3,044,610.75 (1,029,350.72)(33.81) Unearned Revenue 20,193.00 20,193.00 .00 .00 Accrued Expenses 882,751.65 1,255,197.78 (372,446.13)(29.67) Accrued Interest Payable .00 524,300.74 (524,300.74)(100.00) Compensated Absences 1,217,233.93 1,164,141.72 53,092.21 4.56 Long Term Liabilities - Current Portion 6,309,842.86 6,309,842.86 .00 .00 Current Liabilities Totals $10,445,281.47 $12,318,286.85 ($1,873,005.38)(15.21%) Page 1 of 2Run by Paul Hughes on 11/13/2020 10:01:46 AM Balance Sheet Through 09/30/20 Consolidated Summary Listing 6 Current YTD Prior Year Classification Balance Total Actual Net Change Change % Fund Category Proprietary Funds Fund Type Enterprise Funds LIABILITIES AND FUND EQUITY LIABILITIES Noncurrent Liabilities Compensated Absences - Long Term Portion 2,337,355.29 2,185,495.93 151,859.36 6.95 Long Term Liabilities - Long Term Portion 47,234,645.43 47,729,940.47 (495,295.04)(1.04) Net Pension Liability 10,850,331.00 10,859,922.00 (9,591.00)(.09) Noncurrent Liabilities Totals $60,422,331.72 $60,775,358.40 ($353,026.68)(0.58%) Deferred Inflows of Resources Property Tax Receivable .00 8,555,859.00 (8,555,859.00)(100.00) Changes in Net Pension Liabilty 431,880.00 431,880.00 .00 .00 Deferred Inflows of Resources Totals $431,880.00 $8,987,739.00 ($8,555,859.00)(95.19%) LIABILITIES TOTALS $71,299,493.19 $82,081,384.25 ($10,781,891.06)(13.14%) FUND EQUITY Restricted for capital asset purchases 114,413,544.99 114,413,544.99 .00 .00 Unrestricted 101,521,586.95 101,521,586.95 .00 .00 FUND EQUITY TOTALS Prior to Current Year Changes $215,935,131.94 $215,935,131.94 $0.00 0.00% Prior Year Fund Equity Adjustment .00 Fund Revenues (5,880,144.77) Fund Expenses 10,953,100.40 FUND EQUITY TOTALS $210,862,176.31 $215,935,131.94 ($5,072,955.63)(2.35%) LIABILITIES AND FUND EQUITY $282,161,669.50 $298,016,516.19 ($15,854,846.69)(5.32%) Fund Type Enterprise Funds Totals $0.00 $0.00 $0.00 +++ Fund Category Proprietary Funds Totals $0.00 $0.00 $0.00 +++ Grand Totals $0.00 $0.00 $0.00 +++ Page 2 of 2Run by Paul Hughes on 11/13/2020 10:01:46 AM Balance Sheet Through 09/30/20 Consolidated Summary Listing 7 BOARD AGENDA ITEM 5b TO: Board of Directors FROM: Debbie Henderson, Accounting Manager MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: CalPERS Required Pay Listing by Position REQUESTED BOARD ACTION: Adopt Resolution No. 3156-20 which incorporates the Pay Listing by Position for the Pay Listing effective November 12, 2020. 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 (5) years. This revision addresses a department transfer/special pay rate effective November 12, 2020. SCHEDULE: Post Pay Listing effective November 12, 2020, on website after approval COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution No. 3156-20, Pay Listing by Position for effective date November 12, 2020 _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: General GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO _____________ General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 8 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. 3156-20 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 NOVEMBER 12 2020 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 November 12, 2020, 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 November 12, 2020. WE, THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution 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 3rd day of December, 2020, 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 9 SOUTH TAHOE PUBLIC UTILITY DISTRICT ANNUAL SALARY SCHEDULE EFFECTIVE NOVEMBER 12, 2020 MINIMUM MAXIMUM ANNUAL ANNUAL ACCOUNT CLERK I $ 47,398 $ 60,494 ACCOUNT CLERK II $ 52,871 $ 67,478 ACCOUNTING MANAGER $ 113,172 $ 144,439 ACCOUNTING SUPERVISOR $ 77,889 $ 99,409 ACCOUNTING TECH I $ 56,450 $ 72,046 ACCT TECH II/GRANT ASST $ 62,095 $ 79,251 ADMINISTRATIVE ASST $ 57,977 $ 73,995 ADMINISTRATIVE ASST/ASST CLERK OF THE BOARD $ 57,977 $ 73,995 ASSET MANAGEMENT ANALYST I $ 62,401 $ 79,641 ASSET MANAGEMENT ANALYST II $ 83,623 $ 106,727 ASSOCIATE ENGINEER $ 99,604 $ 127,123 ASST GENERAL MANAGER $ 170,316 $ 217,371 BOARD OF DIRECTOR $ 4,800 $ 4,800 CHIEF FINANCIAL OFFICER $ 152,069 $ 194,082 CHIEF PLANT OPERATOR $ 99,088 $ 126,464 CONTRACT ADMINISTRATOR $ 61,668 $ 78,705 CUSTOMER SERVICE MANAGER $ 111,169 $ 141,883 CUSTOMER SERVICE REP I $ 46,932 $ 59,898 CUSTOMER SERVICE REP II $ 52,350 $ 66,813 CUSTOMER SERVICE SPECIALIST $ 59,377 $ 75,781 CUSTOMER SERVICE SUPERVISOR $ 77,889 $ 99,409 ELECTRICAL/INSTR SUPERVISOR $ 99,630 $ 127,156 ELECTRICAL/INSTR TECH I $ 68,316 $ 87,190 ELECTRICAL/INSTR TECH II $ 79,680 $ 101,694 ENG/CAD/GIS SPECIALIST I $ 62,401 $ 79,641 ENG/CAD/GIS SPECIALIST II $ 83,623 $ 106,727 ENGINEERING DEPT MANAGER $ 153,442 $ 195,836 ENGINEERING TECH I $ 73,599 $ 93,933 ENGINEERING TECH II $ 84,664 $ 108,055 EXECUTIVE SERVICES MANAGER $ 99,085 $ 126,460 GENERAL MANAGER $ 192,925 $ 246,226 GRANT ASSISTANT $ 62,095 $ 79,251 GRANT COORDINATOR $ 89,660 $ 114,431 HR ANALYST $ 71,056 $ 90,688 HR COORDINATOR $ 57,977 $ 73,995 HUMAN RESOURCES DIRECTOR $ 118,359 $ 151,060 HYDROGEOLOGIST $ 114,493 $ 146,126 INFO TECHNOLOGY MANAGER $ 119,516 $ 152,536 Effective 11/12/20 10 SOUTH TAHOE PUBLIC UTILITY DISTRICT ANNUAL SALARY SCHEDULE EFFECTIVE NOVEMBER 12, 2020 MINIMUM MAXIMUM ANNUAL ANNUAL INSPECTIONS SUPERVISOR $ 82,821 $ 105,703 INSPECTOR I $ 59,915 $ 76,468 INSPECTOR II $ 70,611 $ 90,120 IT SYSTEMS SPECIALIST I $ 61,946 $ 79,060 IT SYSTEMS SPECIALIST II $ 72,632 $ 92,699 LAB ASST $ 50,872 $ 64,927 LAB DIRECTOR $ 104,940 $ 133,932 LAB TECH I $ 63,391 $ 80,905 LAB TECH II $ 74,505 $ 95,089 LT CUSTOMER SERVICE REP I $ 46,932 $ 59,898 LT CUSTOMER SERVICE REP II $ 52,350 $ 66,813 LT METER SERVICE TECH $ 59,915 $ 76,468 LT STAFF ENGINEER I $ 73,590 $ 93,921 LT WATER METER INSTALL COORD $ 62,559 $ 79,843 MAINT MECHANIC TECH I $ 56,624 $ 72,268 MAINT MECHANIC TECH I-SPECIAL RATE $ 79,045 $ 79,045 MAINT MECHANIC TECH II $ 66,670 $ 85,090 MAINTENANCE SUPERVISOR $ 94,011 $ 119,984 MANAGER OF FIELD OPERATIONS $ 125,933 $ 160,726 MANAGER OF PLANT OPERATIONS $ 125,937 $ 160,731 NETWORK/TEL SYS ADMIN I $ 83,947 $ 107,140 NETWORK/TEL SYS ADMIN II $ 90,065 $ 114,948 OPERATIONS SUPERVISOR $ 83,099 $ 106,058 PART TIME GRANT ASSISTANT $ 28,387 $ 28,387 PART TIME PERMANENT I $ 12,987 $ 16,575 PART TIME PERMANENT II $ 18,054 $ 23,042 PLANT OPERATOR I $ 56,792 $ 72,483 PLANT OPERATOR Ill $ 71,791 $ 91,626 PRINCIPAL ENGINEER $ 133,050 $ 169,809 PUBLIC AFFAIRS/CONSERVATION MANAGER $ 99,974 $ 127,595 PUMP STATION LEAD $ 76,544 $ 97,692 PUMP STATION OPERATOR I $ 54,853 $ 70,008 PUMP STATION OPERATOR II $ 67,133 $ 85,681 PUMP STATION SUPERVISOR $ 90,988 $ 116,126 PURCHASING AGENT $ 99,085 $ 126,460 SEASONAL $ 18,054 $ 23,042 SENIOR CUSTOMER SERVICE REP $ 59,377 $ 75,781 SENIOR ENGINEER $ 114,493 $ 146,126 Effective 11/12/20 11 SOUTH TAHOE PUBLIC UTILITY DISTRICT ANNUAL SALARY SCHEDULE EFFECTIVE NOVEMBER 12, 2020 MINIMUM MAXIMUM ANNUAL ANNUAL SHIPPING AND RECEIVING CLERK $ 55,509 $ 70,845 STAFF ENGINEER I $ 73,590 $ 93,921 STAFF ENGINEER II $ 84,664 $ 108,055 STUDENT HELPER $ 12,987 $ 16,575 UNDERGROUND REPAIR SEWER I $ 47,752 $ 60,945 UNDERGROUND REPAIR SEWER I -SPECIAL RATE $ 65,031 $ 65,031 UNDERGROUND REPAIR SEWER II $ 58,985 $ 75,281 UNDERGROUND REPAIR SEWER LEAD $ 67,735 $ 86,449 UNDERGROUND REPAIR SEWER SUPERVISOR $ 86,781 $ 110,758 UNDERGROUND REPAIR WATER I $ 47,752 $ 60,945 UNDERGROUND REPAIR WATER II $ 58,985 $ 75,281 UNDERGROUND REPAIR WATER LEAD $ 67,735 $ 86,449 UNDERGROUND REPAIR WATER SUPERVISOR $ 86,781 $ 110,758 UTILITY PERSON I $ 42,976 $ 54,850 UTILITY PERSON II $ 51,123 $ 65,247 VEHICLE/HVY EQUIP MECH I $ 56,624 $ 72,268 VEHICLE/HVY EQUIP MECH II $ 66,670 $ 85,090 VEHICLE/HVY EQUIP MECH SUPERVISOR $ 86,781 $ 110,758 WATER CONSERVATION SPECIALIST $ 66,429 $ 84,782 WATER REUSE LEAD $ 67,735 $ 86,449 WATER REUSE MANAGER $ 114,493 $ 146,126 WATER REUSE WORKER I $ 47,752 $ 60,945 WATER REUSE WORKER II $ 58,985 $ 75,281 WATER SERVICE REP $ 67,735 $ 86,449 Effective 11/12/20 12 Stephen Caswell Page 2 December 3, 2020 BOARD AGENDA ITEM 5c TO: Board of Directors FROM: Stephen Caswell, Principal Engineer MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Upper Truckee Pump Station Rehabilitation Project REQUESTED BOARD ACTION: Approve Proposal to amend existing Task Order No. 15 for Carollo Engineers, Inc., for additional design services for the Upper Truckee Pump Station Rehabilitation Project in an amount not to exceed $27,575. DISCUSSION: In December 2018, the Board authorized a design contract with Carollo Engineers, Inc., (Carollo) for the Upper Truckee Pump Station Rehabilitation Project (Project). This Project would address the deficiencies identified in the Big 5 Pump Station Condition Assessment and Alternatives Evaluation. Out of those studies, the preferred alternative identified replacement of the pumps with safer, higher capacity pumps, reconfiguration of piping to accommodate the larger pumps and flow meters, replacement of the electrical gear, and various minor improvements. Design progressed to the 50% phase by September 2019. At that point, the District suspended work on the Project to evaluate the condition of the sewer system upstream of the pump station. The condition of the sewer has the potential to modify the Scope of this Project, so District staff wanted to ensure that the current Project was still the correct path. District staff completed inspection of the upstream sewer system and did not find any deficiencies that would require revisiting the scope of the Project. In addition, the effort to restore Johnson Meadow led by Tahoe Resource Conservation District has since commenced providing the District a future opportunity to address any concerns in the upstream sewer system in conjunction with other partners. Design resumed in September 2020. One of the main issues facing the design team was the increased size of the new pumps. Because of the pump size and the existing configuration of the pump station, the future removal and replacement of the new pumps would be difficult and potentially problematic for District maintenance crews. General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 13 Stephen Caswell Page 2 December 3, 2020 During the 50% design review meeting, the District requested that Carollo evaluate modifying the existing configuration of the pump station to allow simpler methods of pump removal and replacement. The modifications to be evaluated included removing an intermediate floor within the pump station to provide more space for pump removal and replacement. This additional evaluation was not part of the original scope and was not anticipated so Carollo is requesting an Amendment to the original Contract to address the additional effort needed to complete this evaluation. District staff has reviewed the Proposal from Carollo and concurs that the tasks listed were not a part of the original Scope and the proposed costs are reasonable. Staff is requesting the Board approve the Proposal to amend existing Task Order No. 15 for Carollo Engineers, Inc., for additional design services for the Upper Truckee Pump Station Rehabilitation Project in an amount not to exceed $27,575. SCHEDULE: As soon as possible COSTS: $27,575 ACCOUNT NO: 1030-7056 BUDGETED AMOUNT AVAILABLE: $25,581 ATTACHMENTS: Carollo Proposal ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 14 pw:\\IO-PW-INT.carollo.local:Carollo\Documents\Client\CA\STPUD\10793A00\Project Mgmt\Budget\Upper Truckee PS Scope Page 1 of 3 AMENDMENT NO. 1 TO TASK ORDER NO. 15 SOUTH TAHOE PUBLIC UTILITY DISTRICT (STPUD) AND CAROLLO ENGINEERS, INC. (CONSULTANT) This Amendment No. 1 to Task Order No. 15 is issued by the STPUD and accepted by CONSULTANT pursuant to the mutual promises, covenants and conditions contained in the Agreement between the above named parties dated the 4th day of May, 2017, in connection with: Upper Truckee Pump Station Replacement Project (Project) PURPOSE During September 2017, CONSULTANT performed a condition assessment for STPUD’s Upper Truckee Pump Station. Results of the condition assessment identified items to be improved, which were included in subsequent preliminary and 50% design efforts are listed below: 1. PUMP REPLACEMENT – Replace existing pumps with dry pit submersible style pumps and modify the pump pedestal and piping as necessary to accommodate the new pumps 2. PUMP STATION PIPING AND VALVES – Replace suction gate valve, discharge check valve and discharge isolation valve on each pump, install drain piping and isolation valve to allow force main to drain into the wet well, and pressure gauge on each pump’s discharge spool 3. PUMP LIFTING – Install I-beam in the motor room over pumps’ centerline with trolley and hoist. Additional improvements to the existing motor room and pump station roof are required. 4. HIGH-HIGH LEVEL REDUNDANCY – Add a high-high alarm float 5. FLOW METERING – New magnetic flow meters on each pump discharge line, three (3) total 6. WET WELL LADDER – Remove ladder 7. LIGHTING – Improve lighting in dry pit and motor room 8. SEISMIC RETROFIT – Structural retrofit of the existing structure housing the electrical room 9. INFLUENT GATE – Replace the influent slide gate Item #3 assumed the motor level floor slab beams would remain in place and additional floor slab openings would be aligned to allow pumps to be lifted through them. It was assumed that modifications to the motor level floor slab beams and an evaluation of the entire pump station structure would not be 15 pw:\\IO-PW-INT.carollo.local:Carollo\Documents\Client\CA\STPUD\10793A00\Project Mgmt\Budget\Upper Truckee PS Scope Page 2 of 3 necessary. Due to the height of the selected pumps and required piping layout, the originally scoped concept will not work. There is 8’-4” clear between the top floor beam and motor level floor. The pumps are 8’-1” tall, leaving less than 3” to be placed on a cart and casters. From our searches, we found that a 2-ton rated cart has a deck height greater than 13”. (https://www.ajacs.com/material- handling-catalog/vestil/240-industrial-carts-a-dollies/file). Another reason why the original concept will not work is because the valve and piping layout places the pumps beneath the motor level floor beams. During the 50% Design Workshop, CONSULTANT presented an alternative means of installing and replacing the pumps for maintenance by using a gantry crane that could lift the pumps in place and roll them to be lifted out of the pump station by a crane. This method of pump replacement was not desired by STPUD and an alternative solution was developed that would require extensive demolition of the motor level floor slab and beams. This Amendment No. 1 to Task Order No. 15 will analyze the structural integrity of the pump to confirm if the floor slab and beams can be modified to allow the pumps to be lifted and moved by a bridge crane installed just below the upper floor slab. Design of the bridge crane is also included in this amendment. ENGINEER'S SERVICES TASK 4 – DESIGN OF ALTERNATE LIFTING SCHEME Task 4.01 – Structural Analysis for Partially Removing Motor Level Slab and Beams. CONSULTANT will structurally analyze the pump station to determine if the structure can withstand modifications to the motor level floor slab and floor slab beams to facilitate lifting the pumps with a bridge crane. If not, CONSULTANT will evaluate what improvements can be made to allow the modifications to be implemented. A summary of the evaluation will be submitted to STPUD and the improvements will be included in the 90% deliverable documents. Task 4.02 – Bridge Crane Design. CONSULTANT will design a bridge crane to be included with the 90% deliverable documents. Due to the space limitations within the pump station, it is anticipated that the bridge crane will be manually operated using chain hoists. Task 4 Assumptions: · The fee schedule is escalated by 3% from the 2019 rates. · Modifications will be limited to what is shown in Attachment 2. Task 4 Deliverables: · Summary TM of structural evaluation. · Improvements incorporated into the 90% Design documents. 16 pw:\\IO-PW-INT.carollo.local:Carollo\Documents\Client\CA\STPUD\10793A00\Project Mgmt\Budget\Upper Truckee PS Scope Page 3 of 3 TIME OF PERFORMANCE CONSULTANT will perform the above-described tasks in support of the overall design schedule. PAYMENT Payment to CONSULTANT for services performed under this Scope of Services is detailed in the ESTIMATED ENGINEERING HOURS AND COSTS and shall not exceed the amount of twenty-seven thousand five hundred seventy-five dollars ($27,575) for Task 4 and an overall not-to-exceed amount of two hundred forty-nine thousand three hundred seventy-five dollars ($249,375), unless the scope of work is changed and an increase is authorized by STPUD. EFFECTIVE DATE This Amendment No. 1 to Task Order No. 15 is effective as of the _____ day of ____________________, 201__. 17 ESTIMATED ENGINEERING HOURS AND COSTS South Tahoe Public Utility DistrictEngineering Services for Upper Truckee Pump Station Replacement Design Hook Eckard Antunovich Carvalho Principal-Project Staff Struct EI&C PECE FACS Travel Advisor in-Charge Manager Engineer Prof Engr Engr Surge Tech (Hazardous $/miQA/QC 2020 Fee Schedule (For Amendment #1, 2019 escalated at 3%)$291 $315 $229 $229 $186 $229 $270 $229 $197 $141 $124 2019 Fee Schedule $283 $306 $222 $222 $181 $283 $262 $222 $191 $137 $120 Hours Budget $12.00 5.0%$0.545 Column 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 TASK 1 - PROJECT MANAGEMENT 1.01 Project Administration 0 4 35 16 0 0 0 0 0 0 2 57 $12,786 $684 $0 $0 $0 $238 $0 $922 $13,708 1.02 Conduct Project Status Updates 0 6 16 16 0 0 0 0 0 0 4 42 $9,420 $504 $0 $0 $0 $0 $0 $504 $9,924 Task 1 Total Hours 0 10 51 32 0 0 0 0 0 0 6 99 Task 1 Total Budget $0 $3,060 $11,322 $7,104 $0 $0 $0 $0 $0 $0 $720 $22,206 $1,188 $0 $0 $0 $238 $0 $1,426 $23,632 TASK 2 - PREDESIGN 2.01 Confirm Design Flows and Finalize Project Elements 0 2 2 10 24 0 0 40 0 4 0 82 $17,048 $984 $0 $0 $0 $0 $0 $984 $18,032 2.02 Prepare Basis of Design Report - Draft 2 2 2 6 16 0 0 4 0 0 10 42 $7,938 $504 $0 $0 $0 $100 $402 $1,006 $8,9442.03 0 6 10 6 6 0 0 0 0 0 0 28 $6,474 $336 $0 $0 $0 $250 $374 $960 $7,434 2.04 Prepare Basis of Design Report - Final 1 1 2 6 8 0 4 2 0 4 4 32 $6,333 $384 $0 $0 $0 $100 $0 $484 $6,817 Task 2 Total Hours 3 11 16 28 54 0 4 46 0 8 14 184 Task 2 Total Budget $849 $3,366 $3,552 $6,216 $9,774 $0 $1,048 $10,212 $0 $1,096 $1,680 $37,793 $2,208 $0 $0 $0 $450 $776 $3,434 $41,227 TASK 3 - FINAL DESIGN 3.01 Workshops 2 2 2 3 5 3 5 0 6 6 2 36 $7,560 $432 $0 $0 $0 $280 $606 $1,318 $8,878 3.02 Develop 50% Design Documents 16 12 17 27 39 21 43 0 49 49 17 290 $60,348 $3,480 $4,000 $4,000 $200 $250 $0 $7,930 $68,2783.03 Develop 90% Design Documents 16 12 17 24 39 21 43 0 49 49 17 287 $59,682 $3,444 $0 $0 $0 $250 $0 $3,694 $63,376 3.04 Develop Bid Documents 4 3 4 6 10 5 11 0 12 12 6 73 $15,033 $876 $0 $0 $0 $500 $0 $1,376 $16,409Task 3 Total Hours 38 29 40 60 93 50 102 0 116 116 42 686 Task 3 Total Budget $10,754 $8,874 $8,880 $13,320 $16,833 $14,150 $26,724 $0 $22,156 $15,892 $5,040 $142,623 $8,232 $4,000 $4,000 $200 $1,280 $606 $14,318 $156,941 Tasks 1-3 Total Hours 41 50 107 120 147 50 106 46 116 124 62 969 Tasks 1-3 Total Budget $11,603 $12,250 $12,483 $19,568 $26,607 $14,150 $27,772 $10,212 $22,156 $16,988 $6,726 $202,622 $11,628 $4,000 $4,000 $200 $1,968 $1,382 $19,178 $221,800 AMENDMENT #1: TASK 4 - DESIGN OF ALTERNATE LIFTING SCHEME 4.01 0 0 10 0 0 50 0 0 30 0 0 90 $19,639 $1,080 $0 $0 $0 $0 $606 $1,686 $21,325 4.02 Bridge Crane Design 0 0 2 0 12 6 0 0 8 0 2 30 $5,890 $360 $0 $0 $0 $0 $0 $360 $6,250 Amendment #1 Total Hours 0 0 12 0 12 56 0 0 38 0 2 120 Amendment #1 Total Budget $0 $0 $2,744 $0 $2,237 $12,824 $0 $0 $7,476 $0 $247 $25,529 $1,440 $0 $0 $0 $0 $606 $2,046 $27,575 Amendment #1 + Tasks 1-3 Total Hours 44 71 186 180 213 106 110 92 154 132 84 1089 Amendment #1 + Tasks 1-3 Total Budget $11,603 $15,300 $26,498 $26,640 $28,844 $26,974 $27,772 $10,212 $29,632 $16,988 $7,687 $228,151 $13,068 $4,000 $4,000 $200 $1,968 $1,988 $21,224 $249,375 TASK Technical Project Modeling & Basis of Design Workshop Structural Analysis for Partially Removing Motor Level Slab and Beams COST SUMMARY Clerical Support Subtotals Total ODCs Total CostSubtotals Graphics / CAD Tech OTHER DIRECT COSTS Senior CAD Sub-consultant Markup Misc. Costs and Printing c:\pw_working\projectwise\rhook\d0907427\STPUD Upper Truckee Design Fee Estimate v2.xlsx Budget 18 6' - 10"5' - 1"7' - 10" CL CL CL 12" SWING CHK VALVE (TYP) 12" SWING CHK VALVE PUMP NO. 3 PUMP NO. 2 PUMP NO. 1 D M02 FABRICATED STL 12"x6" RDCR ELBOW (TYP OF 2) FABRICATED STL 10"x4" RDCR ELBOW CL CL 4' - 10"5' - 1"5' - 1"CL CL CL 12" PLUG VALVE (TYP) C M02 TYP P710 EXIST 24" PIPE D M02 10" - 3-WAY PLUG VALVE 2' - 5"2' - 8"(E) 16" FORCE MAIN C M02 TYP P750 GENERAL NOTES: 1. ROTATE ECCENTRIC REDUCER TO PLACE STRAIGHT SIDE FURTHEST FROM DISCHARGE HEADER TO INCREASE DISTANCE BETWEEN SUCTION AND DISCHARGE. SEE PLAN. 1 2 3 4 5 6 7 8 9 10 11 12 13 A B C D E F 1 2 3 4 5 6 7 8 9 10 11 12 13 A B C D E F G G DATEREV BY DESCRIPTION DATE CHECKED DRAWN DESIGNED JOB NO. DRAWING NO. SHEET NO. VERIFY SCALES IF NOT ONE INCH ON THIS SHEET, ADJUST SCALES ACCORDINGLY BAR IS ONE INCH ON ORIGINAL DRAWING 0 1" OF FILE NAME: XX PLOT DATE:INTERMEDIATE DESIGN SUBMITTAL NOT FOR CONSTRUCTION9/22/2020 2:46:48 PMR:\d0909413\10793A10M800.rvt SOUTH TAHOE PUBLIC UTILITIES DISTRICT UPPER TRUCKEE PS IMPROVEMENTS PROJECT M01 10793A10 BOTTOM AND INTERMEDIATE PLANS X MECHANICAL RLG OB BB OCTOBER 2020 SCALE:1/2" = 1'-0"A BOTTOM PLAN SCALE:1/2" = 1'-0"B INTERMEDIATE PLAN 19 BOARD AGENDA ITEM 5d TO: Board of Directors FROM: Trevor Coolidge, Senior Engineer MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: 2020 Water Meter Installation Project – Phase 5B REQUESTED BOARD ACTION: Authorize staff to file a Notice of Completion with the El Dorado County Clerk for the 2020 Water Meter Installation Project - Phase 5B. DISCUSSION: District staff has inspected the 2020 Water Meter Installation Project - Phase 5B and has found that Vinciguerra Construction, Inc., has substantially met all the Contract requirements, effective November 13, 2020. The Project completed a total of 245 water meter installations during the 2020 construction season, ranging in size from ¾ inch to 8 inch meters across the District’s water service area. Staff requests approval to file a Notice of Completion with the El Dorado County Recorder, which will initiate the Stop Notice filing period. Staff will bring a Closeout Agreement and Final Pay Estimate to the Board separately as a future item, following the end of the 30-day Stop Notice filing period. SCHEDULE: Upon Board Approval COSTS: N/A ACCOUNT NO: 2030-8093. METR5B BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Notice of Completion ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 20 RECORDING REQUESTED BY: SOUTH TAHOE PUBLIC UTILITY DISTRICT ATTN: Starlet Glaze WHEN RECORDED MAIL TO: SOUTH TAHOE PUBLIC UTILITY DISTRICT 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 SPACE ABOVE THIS LINE FOR RECORDER’S USE APN: ____N/A______ NOTICE OF COMPLETION NOTICE IS HEREBY GIVEN THAT: 1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described. 2. The FULL NAME of the OWNER is South Tahoe Public Utility District 3. The FULL ADDRESS of the OWNER is 1275 Meadow Crest Drive, South Lake Tahoe, CA 96150 4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: In fee. (If other than fee, strike “in fee” and insert here, for example, “purchaser under contract of purchase,” or “lessee.” 5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS, if any, WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are: Name & Address Name & Address 6. The FULL NAMES of FULL ADDRESSES OF THE PREDECESSORS in INTEREST of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to: Name & Address Name & Address 7. A work of improvement on the property hereinafter described was COMPLETED on November 13, 2020. 8. The work of improvement completed is described as follows: Water Meter Installation Project – Phase 5B. 9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is Vinciguerra Construction, Inc. 10. The street address of said property is: See Exhibit “A” attached. 11. The property on which said work of improvement was completed is in the City of South Lake Tahoe and/or the County of El Dorado, State of California, and is described as follows: As shown in Exhibit “A” attached hereto and made a part hereof. DATE: Dec ember 3, 2020 SIGNATURE OF OWNER OR AGENT OF OWNER Randy Vogelgesang, Board President VERIFICATION FOR INDIVIDUAL OWNER: I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of the aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and the facts stated therein are true and correct. DATE AND PLACE SIGNATURE OF OWNER NAMED IN PARAGRAPH 2 VERIFICATION FOR NON-INDIVIDUAL OWNER: SOUTH TAHOE PUBLIC UTILITY DISTRICT I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Board President of the aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct. December 3, 2020 at South Lake Tahoe, California DATE AND PLACE SIGNATURE OF PERSON SIGNING ON BEHALF OF OWNER Randy Vogelgesang, Board President 21 EXHIBIT “A” Notice of Completion Water Meter Installation Project – Phase 5B The site of the work is located throughout the District’s service area in the City of South Lake Tahoe and surrounding unincorporated areas, County of El Dorado, California. The work to be performed consists of the installation of approximately 270 small meters (¾-inch and/or 1-inch in size), six 2-inch meters, and three 6-inch meters. Small ¾-inch and 1-inch water meters, meter antenna units (MXUs), meter pit lids and frames, as required, will be provided by STPUD and installed by Contractor; larger meters and accessories will be provided and installed by the Contractor. Work includes connections to existing water services, valve installations, paving restoration, and site restoration, including landscaping and other related work. Notice of Completion Water Meter Installation Project – Phase 5B EXHIBIT “A” 22 CERTIFICATION I hereby certify that the foregoing is a full, true, and correct copy of the Notice of Completion that was approved by the Board of Directors of the South Tahoe Public Utility District, County of El Dorado, State of California, and executed by Board President, Randy Vogelgesang. Date Approved: ____________________________ Certified by: _______________________________ Melonie Guttry, Clerk of the Board 23 BOARD AGENDA ITEM 5e TO: Board of Directors FROM: Lynn Nolan, Grants Coordinator MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Upper Truckee Wastewater Pump Station Rehabilitation Project Loan from State Water Resources Control Board Clean Water State Revolving Loan Fund REQUESTED BOARD ACTION: Adopt Resolution No.’s 3158-20 and 3159-20 to apply for funding for the Upper Truckee Wastewater Pump Station Rehabilitation Project. DISCUSSION: District staff is preparing the submission of an application for a Clean Water State Revolving Loan not to exceed $4,280,375 for the Upper Truckee Wastewater Pump Station Rehabilitation Project. The attached Resolutions; Reimbursement Resolution and Authorizing Resolution are a requirement of the application package. SCHEDULE: To be determined COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT REMAINING: N/A ATTACHMENTS: Resolution No.’s 3158-20 and 3159-20 _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 24 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. 3158-20 A RESOLUTION BY THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT REIMBURSEMENT RESOLUTION FOR THE UPPER TRUCKEE WASTEWATER PUMP STATION REHABILITATION PROJECT WHEREAS, the South Tahoe Public Utility District (the "Agency") desires to finance the costs of constructing and/or reconstructing certain public facilities and improvements relating to its water and wastewater system, including certain treatment facilities, pipelines and other infrastructure (the "Project"); and WHEREAS, the Agency intends to finance the construction and/or reconstruction of the Project or portions of the Project with moneys ("Project Funds") provided by the State of California, acting by and through the State Water Resources Control Board (State Water Board); and WHEREAS, the State Water Board may fund the Project Funds with proceeds from the sale of obligations the interest upon which is excluded from gross income for federal income tax purposes (the "Obligations"), and WHEREAS, prior to either the issuance of the Obligations or the approval by the State Water Board of the Project Funds the Agency desires to incur certain capital expenditures (the "Expenditures") with respect to the Project from available moneys of the Agency; and WHEREAS, the Agency has determined that those moneys to be advanced on and after the date hereof to pay the Expenditures are available only for a temporary period and it is necessary to reimburse the Agency for the Expenditures from the proceeds of the Obligations NOW, THEREFORE, THE AGENCY DOES HEREBY RESOLVE, ORDER AND DETERMINE AS FOLLOWS: SECTION 1. The Agency hereby states its intention and reasonably expects to reimburse Expenditures paid prior to the issuance of the Obligations or the approval by the State Water Board of the Project Funds. SECTION 2. The reasonably expected maximum principal amount of the Project Funds is $4,280,375. 25 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 SECTION 3. This Resolution is being adopted no later than 60 days after the date on which the Agency will expend moneys for the portion of the Project costs to be reimbursed with Project Funds. SECTION 4. Each Agency expenditure will be of a type properly chargeable to a capital account under general federal income tax principles. SECTION 5. To the best of our knowledge, this Agency is not aware of the previous adoption of official intents by the Agency that have been made as a matter of course for the purpose of reimbursing expenditures and for which tax-exempt obligations have not been issued. SECTION 6. This Resolution is adopted as official intent of the Agency in order to comply with Treasury Regulation §1.150-2 and any other regulations of the Internal Revenue Service relating to the qualification for reimbursement of Project costs. SECTION 7. All the recitals in this Resolution are true and correct and this Agency so finds, determines and represents. WE, THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution No. 3158-20 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 3rd day of December, 2020, 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 Resolution No. 3158-20 Page 2 December 03, 2020 26 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. 3159-20 AUTHORIZING RESOLUTION BY THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT FOR THE UPPER TRUCKEE WASTEWATER PUMP STATION REHABILITATION PROJECT WHEREAS, a determination has been made to seek funding to implement a Clean Water Improvement Project, THEREFORE BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT (the “Entity”), AS FOLLOWS: The General Manager and/or the Chief Financial Officer or designee is hereby authorized and directed to sign and file, for and on behalf of the Entity, a Financial Assistance Application for a financing agreement from the State Water Resources Control Board for the planning, design, and construction of the Upper Truckee Wastewater Pump Station Rehabilitation Project (the “Project”). This Authorized Representative, or his/her designee, is designated to provide the assurances, certifications, and commitments required for the financial assistance application, including executing a financial assistance agreement from the State Water Resources Control Board and any amendments or changes thereto. The Authorized Representative, or his/her designee, is designated to represent the Entity in carrying out the Entity’s responsibilities under the financing agreement, including certifying disbursement requests on behalf of the Entity and compliance with applicable state and federal laws. WE, THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution No. 3159-20 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 3rd day of December, 2020, by the following vote: AYES: NOES: ABSENT: 27 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 _____________________________________ Randy Vogelgesang, Board President South Tahoe Public Utility District ATTEST: _________________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District Resolution No. 3159-20 Page 2 December 03, 2020 28 Adrian Combes Page 2 December 3, 2020 BOARD AGENDA ITEM 5f TO: Board of Directors FROM: Adrian Combes, Senior Engineer MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: 2019 Rocky Point II Waterline Replacement REBID and Large Meters Replacement Project REQUESTED BOARD ACTION: Authorize staff to file a Partial Notice of Completion with the El Dorado County Clerk for the Rocky Point II Waterline and Rocky Pressure Regulating Valve Portion of the Contract. DISCUSSION: The Rocky Point II Waterline Replacement REBID and Large Meters Replacement Project consists of four portions of work: 1) Rocky Point II Waterline; 2) Rocky Pressure Regulating Valve (PRV); 3) Large Meter Replacements; and, 4) Miscellaneous Water/Sewer Improvements. The work is being completed by Haen Constructors of South Lake Tahoe, CA. The Rocky Point II Waterline and Large Meters Replacement are being funded by a loan from the State Revolving Fund (SRF). The Rocky PRV is being funded, in part, by a grant from the Bureau of Reclamation (BOR). Staff requests that the Rocky Point II Waterline and Rocky PRV portions of the Contract be closed out to meet SRF and BOR deadlines for reimbursement. Work is substantially complete on the Rocky II Waterline as of November 23, 2020. Work on the Rocky PRV is nearly complete; all that remains are final commissioning of the control system (which is contract work) and modifications to the power supply (which is extra work). These work items will be charged to the Miscellaneous Water/Sewer Improvements portions of the Contract. The Miscellaneous Water/Sewer and the Large Meters Replacement portions of the Project will remain open; this will be reflected in a balancing Change Order that will accompany the Partial Closeout Agreement that will be brought to the Board for consideration at the end of the 30-day filing period. With Board approval, staff will file a Notice of Completion with the El Dorado County Clerk for the Rocky Point II Waterline and Rocky PRV, which will initiate the 30-day Stop Notice Filing period for the portion of the work being closed out. General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 29 Adrian Combes Page 2 December 3, 2020 The remaining portions of work are expected to be complete by March 2021; they are not subject to the same funding deadlines and will be closed out as the work is completed. SCHEDULE: Upon Board Approval COSTS: N/A ACCOUNT NO: 2030-7053, 2030-8093, 2030-7065 BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Notice of Completion ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 30 RECORDING REQUESTED BY: SOUTH TAHOE PUBLIC UTILITY DISTRICT ATTN: Starlet Glaze WHEN RECORDED MAIL TO: SOUTH TAHOE PUBLIC UTILITY DISTRICT 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 SPACE ABOVE THIS LINE FOR RECORDER’S USE APN: ____N/A______ PARTIAL NOTICE OF COMPLETION NOTICE IS HEREBY GIVEN THAT: 1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described. 2. The FULL NAME of the OWNER is South Tahoe Public Utility District 3. The FULL ADDRESS of the OWNER is 1275 Meadow Crest Drive, South Lake Tahoe, CA 96150 4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: In fee. (If other than fee, strike “in fee” and insert here, for example, “purchaser under contract of purchase,” or “lessee.” 5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS, if any, WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are: Name & Address Name & Address 6. The FULL NAMES of FULL ADDRESSES OF THE PREDECESSORS in INTEREST of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to: Name & Address Name & Address 7. A work of improvement on the property hereinafter described was COMPLETED on November 20, 2020. 8. The work of improvement completed is described as follows: 2019 Rocky Point II Waterline Replacement REBID and Large Meters Replacement Project 9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is Haen Constructors 10. The street address of said property is: See Exhibit “A” attached. 11. The property on which said work of improvement was completed is in the City of South Lake Tahoe and/or the County of El Dorado, State of California, and is described as follows: As shown in Exhibit “A” attached hereto and made a part hereof. DATE: Dec ember 3, 2020 SIGNATURE OF OWNER OR AGENT OF OWNER Randy Vogelgesang, Board President VERIFICATION FOR INDIVIDUAL OWNER: I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of the aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and the facts stated therein are true and correct. DATE AND PLACE SIGNATURE OF OWNER NAMED IN PARAGRAPH 2 VERIFICATION FOR NON-INDIVIDUAL OWNER: SOUTH TAHOE PUBLIC UTILITY DISTRICT I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Board President of the aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct. December 3, 2020 at South Lake Tahoe, California DATE AND PLACE SIGNATURE OF PERSON SIGNING ON BEHALF OF OWNER Randy Vogelgesang, Board President 31 EXHIBIT “A” Partial Notice of Completion 2019 Rocky Point II Waterline Replacement REBID and Large Meters Replacement Project The sites of the work are multiple locations located in the STPUD service area, in the City of South Lake Tahoe and the County of El Dorado, California. The work to be performed consists of the installation of approximately 4,000 linear feet of 8” water main and associated water services and residential meters, fire hydrants, mainline connections, installation of a 6” pressure reducing valve (PRV) station and site restoration including landscaping, paving and other related work. Residential water meters, meter antenna units, and lids and frames for water meter pits will be provided by STPUD and installed by the Contractor . Partial Notice of Completion 2019 Rocky Point II Waterline Replacement REBID and Large Meters Replacement Project EXHIBIT “A” 32 CERTIFICATION I hereby certify that the foregoing is a full, true, and correct copy of the Notice of Completion that was approved by the Board of Directors of the South Tahoe Public Utility District, County of El Dorado, State of California, and executed by Board President, Randy Vogelgesang. Date Approved: ____________________________ Certified by: _______________________________ Melonie Guttry, Clerk of the Board 33 SOUTH TAHOE PUBLIC UTILITY DISTRICT Randy Vogelgesang, President BOARD MEMBERS Kelly Sheehan, Vice President Chris Cefalu, Director Duane Wallace, Director Nick Exline, Director John Thiel, General Manager Shannon Cotulla, Assistant General Manager REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT November 19, 2020 MINUTES The South Tahoe Public Utility District Board of Directors met in a regular session, 2:01 p.m., at the District Office, located at 1275 Meadow Crest Drive, South Lake Tahoe, California. ROLL CALL: Board of Directors: President Vogelgesang, Directors Sheehan, Wallace, Exline Absent: Director Cefalu Staff: John Thiel, Paul Hughes, Gary Kvistad, Melonie Guttry, Chris Stanley, Debbie Henderson, Susan Rasmussen, Liz Kauffman, Tim Bledsoe, Cuz Cullen Via Conference Call: Shannon Cotulla, Sara Lucero, Shelley Alexander, Shelly Thomsen, Stephen Caswell, Trevor Coolidge, Brent Goligoski, Ivo Bergsohn, Jessica Henderson Guests: Justin Williams, Mann, Urrutia, Nelson CPA’s & Associates, LLP Via Conference Call: Mike Wallace, Sierra Tahoe Ready Mix; Shane Romsos, Rick Lind CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR: None CONSENT CALENDAR: Moved Wallace/Second Exline/Vogelgesang Yes/Cefalu Absent/Sheehan Yes/Wallace Yes/Exline Yes to approve the Consent Calendar as presented. a. 2018 WATER AND SEWER SYSTEMS IMPROVEMENTS PROJECT (Julie Ryan, Engineering Department Manager) 1) Approved Change Order No. 2 to Thomas Haen Company, Inc., in a credit amount of <$283,209.19>; and, (2) Approved Project Closeout Agreement and Release of Claims with Thomas Haen Company, Inc., for the 2018 Water and Sewer Systems Improvements Project. 34 REGULAR BOARD MEETING MINUTES November 19, 2020 PAGE – 2 b. MIGRATION AND IMPLEMENTATION SERVICES FOR MICROSOFT OFFICE 365 (Chris Skelly, Information Technology Manager and Brian Bartlett, Network/Telecom System Administrator) 1) Approved the Request for Proposal developed by District staff for migration and implementation services for Microsoft Office 365; and, 2) Authorized staff to release the Request for Proposal to the public on November 23, 2020. c. REGULAR BOARD MEETING MINUTES: November 5, 2020 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approved November 5, 2020, Minutes PRESENTATION Justin Williams of Mann, Urrutia, Nelson, CPA’s & Associates, LLP, provided a PowerPoint Presentation regarding the June 2020 Audit and addressed questions form the Board. The June 2020 Audit is clean as well as unmodified. In response to a comment from Director Wallace, Attorney Kvistad added that there are consultants who specialize in reserve studies and provide advice regarding appropriate reserve levels for Special Districts. ITEMS FOR BOARD ACTION Kelly Sheehan recused herself at 2:17 p.m. a. Request to appear before the Board received from Mike Wallace of Sierra Tahoe Ready Mix seeking relief from quarterly fees at 1526 Emerald Bay Road (Tim Bledsoe, Customer Service Manager) – Tim Bledsoe provided details regarding the request by Mike Wallace of Sierra Tahoe Ready Mix seeking relief from quarterly water fees at 1526 Emerald Bay Road from October 15 through April 15. Mike Wallace reported that the property at 1526 Emerald Bay Road does not have an underground waterline and the backflow preventer is removed in October annually. The property receives water from wells during this timeframe. Cuz Cullen reported the backflow is not required to be removed, but is removed because the waterline freezes. The Board directed staff to research the issue and work with Sierra Tahoe Ready Mix on a solution as water is not available to the customer for use during these months due to the customer’s waterline unable to be located underground. Kelly Sheehan reentered the meeting at 2:41 p.m. b. SEED Fund Sierras (Julie Ryan, Engineering Department Manager) – Julie Ryan provided details regarding the SEED Fund analysis, which is taking a little more time than anticipated. She reviewed details for the different options and explained that the District is working through details with Liberty Utilities and addressed questions from the Board. c. Customer Assistance Program (Tim Bledsoe, Customer Service Manager) – Tim Bledsoe provided details regarding the Temporary Sewer Rate Relief Program and addressed questions from the Board. Option 1 is to continue the program, with a 50% relief on the customer’s sewer bill, which ended October 31. Option 2 is 50% relief on the customer’s sewer bill up to $3,000. Paul Hughes added that the three largest credits to customers were two very large corporate entities. Moved Vogelgesang/Second Sheehan/Vogelgesang Yes/Cefalu Absent/Sheehan Yes/Wallace No/Exline Yes to approve an extension to the Temporary Sewer Rate Relief Program until December 31, 2020, incorporating a $3,000 cap. 35 REGULAR BOARD MEETING MINUTES November 19, 2020 PAGE – 3 d. Keller-Heavenly Water System Improvements Project, Phase I (Trevor Coolidge, Senior Engineer) – Julie Ryan reported regarding the details of the Keller-Heavenly Water System Improvements Project, Phase 1. Moved Sheehan/Second Wallace/Vogelgesang Yes/Cefalu Absent/Sheehan Yes/Wallace Yes/Exline Yes to approve the revised Change Order No. 1 to terminate the Keller-Heavenly Water System Improvements Project, Phase 1 Contract with Burdick Excavating Company, Inc., at no cost to the District. e. Keller-Heavenly Water System Improvements Project, Phase I (Trevor Coolidge, Senior Engineer) – Julie Ryan reported regarding details and funding for the Keller-Heavenly Water System Improvement Project, Phase I, and addressed questions from the Board. Moved Sheehan/Second Exline/Vogelgesang Yes/Cefalu Absent/Sheehan Yes/Wallace Yes/Exline Yes to authorize staff to re-bid Phase 1 of the Keller-Heavenly Water System Improvements Project following confirmation of Drinking Water State Revolving Fund funding. f. Microsoft Office 365 Licensing Agreement (Brian Bartlett, Network/Telecom System Administrator) – Brian Bartlett provided details regarding Microsoft Office/Exchange and Licensing Agreement and addressed questions from the Board. Moved Sheehan/Second Wallace/Vogelgesang Yes/Cefalu Absent/Sheehan Yes/Wallace Yes/Exline Yes to 1) Find Microsoft Office/Exchange to be the standard for the District’s Office Suite and Email needs; and, 2) Authorize staff to enter into a Licensing Agreement for three years with Microsoft for the Office 365 G3 Software Suite in the amount of $106,389.24. g. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Moved Sheehan/Second Vogelgesang/Vogelgesang Yes/Cefalu Absent/Sheehan Yes/Wallace Yes/Exline Yes to approve Payment of Claims in the amount of $1,391,475.28. STANDING AND AD-HOC COMMITTEE REPORTS: BOARD MEMBER REPORTS: Director Exline and Julie Ryan reported regarding the Operations Committee meeting details discussed on November 16, 2020. Director Wallace reported he represented the Board at the November 18 Employee Communications Committee Meeting. EL DORADO WATER AGENCY PURVEYOR REPORT: Director Sheehan reported regarding the meeting on Thursday, November 12, and that the El Dorado Water Agency Board is changing, with Board Member terms ending and three new Board Members elected. GENERAL MANAGER REPORT: John Thiel reported on several items: • Provided a staffing update 36 REGULAR BOARD MEETING MINUTES November 19, 2020 PAGE – 4 • No COVID-19 sickness at the District. El Dorado County is now in the Purple Tier and reporting a 4.2% test positivity rate, with South Lake Tahoe reporting a 10% positivity rate. The District is currently operating at Risk Level 2.5, but based on increased positive cases, evaluating moving back to Risk Level 3. The main change is to the field crew schedules and remote work where efficient. The Board discussed Board Meeting protocols and will keep the same protocols in place through December 3. STAFF/ATTORNEY REPORTS: Chris Stanley reported Flagpole Tank No. 1, was taken out of service last week and provided details regarding the boil water alert that was issued, affecting approximately 900 customers. The District has contacted the State Water Board and a notice will go out as soon as the boil water alert can be eliminated. The Board commended staff on their efforts during this situation. Liz Kauffman reported the General Manager evaluation is coming due and proposed a completion date of December 3. She proposed completing the evaluation with the current Board and then leave the 2021 goal setting for the new Board Members. The Board directed Liz Kauffman to distribute the evaluation form to the current Board Members, collect the responses and then present the results at the December 3 Board Meeting. BREAK AND ADJOURN TO CLOSED SESSION: 3:56 p.m. a. Pursuant to Government Code Section 54957(a)/Conference with Labor Negotiators re: Management Group. Present at this Closed Session will be Agency Negotiators: John Thiel/General Manager and Liz Kauffman, Human Resources Director. RECONVENE TO OPEN SESSION: 4:40 p.m. No reportable Board action ADJOURNMENT: 4:41 p.m. _______________________________________ Randy Vogelgesang, Board President South Tahoe Public Utility District __________________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District 37 BOARD AGENDA ITEM 8a TO: Board of Directors FROM: Tim Bledsoe, Manager of Customer Service MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Sierra Tahoe Ready Mix – Mike Wallace REQUESTED BOARD ACTION: Grant Sierra Tahoe Ready Mix an exception to the Administrative Code regarding relief from quarterly water service fees at 1526 Emerald Bay Road and only require payment of 36% of the base water charge during the winter months when water service cannot be utilized due to special circumstances. DISCUSSION: Mike Wallace owns Sierra Tahoe Ready Mix located at 1526 Emerald Bay Road. Mr. Wallace appeared at the District’s November 19, 2020, Board meeting requesting relief from his quarterly water service fees during the winter months due to the fact that his water lateral is located above ground. The water lateral cannot be located underground due to the rocky terrain that results in it freezing. During this period of time, a private well is utilized for domestic water service. This is a unique situation since the water service lateral is supplied directly from a District water tank and there are no water mains near the property. Based on a previously completed report by Municipal Financial Services, 36% of the District’s water system is developed to provide appropriate fire flows. Based on this information District staff agrees it is appropriate to charge the customer 36% of their water service base fee since they continue to receive fire protection from the District’s water system during the winter months. District staff recommends granting Sierra Tahoe Ready Mix an exception to the District’s Administrative Code and reduce his quarterly water service charges to 36% of the base charge during the winter period of time when the water lateral is unusable and water service is provided by a private well. SCHEDULE: Upon Board approval COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 38 Kyle Schrauben Jeff Lee Page 2 December 3, 2020 BOARD AGENDA ITEM 8b TO: Board of Directors FROM: Kyle Schrauben, Heavy Maintenance Supervisor Jeff Lee, Manager of Plant Operations MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Centrifuge No. 2 Major Rebuild REQUESTED BOARD ACTION: (1) Authorize exception to bidding procedures as outlined in Purchasing Policy for an equipment and service purchase requiring compatibility with existing equipment to be purchased from the manufacturer; and, (2) Approve purchase of parts and labor from GEA Westfalia Separator Division for a major maintenance rebuild of centrifuge No. 2 and two new motors in the estimated amount of $116,224.60. DISCUSSION: Centrifuge No. 2 has experienced a motor bearing failure and related vibration that caused bearing failure inside the centrifuge. During the last rebuild report from Westfalia for this unit, it was noted that there is corrosion on the trunnion (referred to as “driver” by Westfalia) and it should be replaced during the next maintenance rebuild. Heavy Maintenance had scheduled a major rebuild in Fiscal Year 24/25 but we are proposing to do it now instead. This is the first major rebuild for either centrifuge and will include replacement of both drive motors which are original from 2004. The existing drive motors will be sent out for rebuilding from existing budgeted funds and stored as spares. Solids dewatering is a critical component of the wastewater treatment process and is accomplished via high speed centrifuge equipment. The centrifuge manufacturer told staff that after this major rebuild the District should expect the machine to operate for another 15 years, only requiring the normal rebuilds which occur every two to three years. Historically, the District has always used Westfalia field services for this type work which provides factory trained technicians and factory parts. Attached are copies of the estimates and last rebuild service report from Westfalia. For the two major internal gears that will be included, staff anticipates credit for the existing cores so staff is utilizing the lower cost estimate for each. General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 39 Kyle Schrauben Jeff Lee Page 2 December 3, 2020 SCHEDULE: December, 2020 COSTS: $116,224.60 ACCOUNT NO: 10.14.8122 BUDGETED AMOUNT AVAILABLE: $115,000 ATTACHMENTS: GEA Separator Quotations and Service Report ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 40 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. GEA Mechanical Equipment US, inc.GEA Westfalia Separator Division - 100 Fairway Court · N South Tahoe Public Utilities Dist Mr. Kyle Schrauben 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Period of validity11/12/2020 to 12/12/2020 Offer No.Date8700.308.686 11/12/2020 Enquiry No. customer from 11/12/2020 Customer No.13002198 Co-ordinatorAldo Del Carpio Tel.:Aldo.DelCarpio@gea.com Quotation Terms of delivery INCOTERMS 2010EXW Ex Works Naperville Terms of payment currency:USD30 days Trading conditions 41 Page 2 South Tahoe Public Utilities Dist Mr. Kyle Schrauben 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Offer No.Date8700.308.686 11/12/2020 Enquiry No. customer from 11/12/2020 Equipment 184555 South Tahoe Public, South Lake,CA,US 0013002198 0010-0063-738 8002-483 /CC 458-00-32 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. Item Material Designation Qty UQ Net (USD) Price (USD) 000003 9300-0002-900 14.00 PC 170.00 2,380.00 SERVICE - WORKING HOURS 000006 9300-0002-120 16.00 PC 170.00 2,720.00 TRAVEL MON.-FRI. 000009 9300-0005-000 1.00 PC 1,000.00 1,000.00 ESTIMATED EXPENSES 000012 9300-0002-202 1.00 PC 880.00 880.00 INVOICING OF FREIGHT ACCORDING COSTS 000015 0011-1026-500 1.00 PC 1,269.50 1,269.50 CYLINDRICAL ROLLER BEARING 000018 0011-6026-400 1.00 PC 1,801.03 1,801.03 GROOVED BALL BEARING 000021 0007-2153-750 2.00 PC 31.85 63.70 GASKET 000024 0004-3018-850 2.00 PC 853.83 1,707.66 SHAFT SEALING RING 000027 0007-1739-750 1.00 PC 93.51 93.51 GASKET 000030 0007-2433-380 1.00 PC 544.23 544.23 GASKET 000033 0011-3222-470 1.00 PC 2,151.06 2,151.06 ANGULAR CONTACT BALL BEARING 000036 0004-2123-300 2.00 PC 196.22 392.44 NILOS GASKET 000039 0004-2124-750 1.00 PC 256.20 256.20 RADIAL GASKET 000042 0007-2766-750 2.00 PC 52.74 105.48 42 Page 3 South Tahoe Public Utilities Dist Mr. Kyle Schrauben 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Offer No.Date8700.308.686 11/12/2020 Enquiry No. customer from 11/12/2020 Equipment 184555 South Tahoe Public, South Lake,CA,US 0013002198 0010-0063-738 8002-483 /CC 458-00-32 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. Item Material Designation Qty UQ Net (USD) Price (USD) GASKET 000045 0004-2126-750 1.00 PC 195.63 195.63 RADIAL GASKET 000048 0021-2891-890 1.00 PC 334.11 334.11 DRIVE BELT 000051 0021-2889-810 1.00 PC 898.17 898.17 SET OF NARROW V-BELTS 000054 0004-5558-750 1.00 PC 68.44 68.44 SHAFT SEALING RING 000057 0004-2045-750 1.00 PC 54.97 54.97 SHAFT SEALING RING 000060 0007-3169-750 2.00 PC 49.61 99.22 GASKET 000063 0004-2092-550 2.00 PC 12.43 24.86 GASKET 000066 0007-3164-750 1.00 PC 24.20 24.20 GASKET 000069 0007-1997-750 1.00 PC 16.18 16.18 GASKET 000072 0004-3169-750 1.00 PC 198.77 198.77 SHAFT SEALING RING 000075 0004-2889-850 1.00 PC 369.18 369.18 SHAFT SEALING RING 000078 0004-3131-850 1.00 PC 661.54 661.54 SHAFT SEALING RING 000081 8175-3136-020 1.00 PC 6,134.97 6,134.97 BEARING HOUSING, COMPL. 43 Page 4 South Tahoe Public Utilities Dist Mr. Kyle Schrauben 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Offer No.Date8700.308.686 11/12/2020 Enquiry No. customer from 11/12/2020 Equipment 184555 South Tahoe Public, South Lake,CA,US 0013002198 0010-0063-738 8002-483 /CC 458-00-32 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. Item Material Designation Qty UQ Net (USD) Price (USD) 000084 8175-3136-030 1.00 PC 6,459.49 6,459.49 BEARING HOUSING, COMPL. 000087 0015-0124-000 23.00 PC 58.62 1,348.26 HIGH PRESSURE GREASE 000090 8175-3404-120 2.00 PC 3,051.86 6,103.72 BUSHING 000099 0007-2992-700 2.00 PC 19.56 39.12 GASKET 000102 8175-3404-090 2.00 PC 1,637.38 3,274.76 BUSHING 000108 0019-6164-400 10.00 PC 20.28 202.80 CYLINDRICAL SCREW 000111 8175-6649-100 1.00 PC 7,757.57 7,757.57 DRIVER 000117 8175-6686-010 2.00 PC 3,261.99 6,523.98 SET OF SCRAPER BLADES Net value:56,154.75 USD Tax 4,351.99 USD Sum total 60,506.74 USD 44 Page 5 South Tahoe Public Utilities Dist Mr. Kyle Schrauben 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Offer No.Date8700.308.686 11/12/2020 Enquiry No. customer from 11/12/2020 Equipment 184555 South Tahoe Public, South Lake,CA,US 0013002198 0010-0063-738 8002-483 /CC 458-00-32 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. We thank you for your inquiry and look forward to receiving your firm order. 45 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. GEA Mechanical Equipment US, inc.GEA Westfalia Separator Division - 100 Fairway Court · N South Tahoe Public Utilities Dist 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Period of validity 06/03/2020 to 07/03/2020 Offer No.Date 8700.285.265 06/16/2020 Enquiry No. customer from 06/04/2020 Customer No. 13002198 Co-ordinator Laurie Rispoli Tel.: Laurie.Rispoli@gea.com Quotation Terms of delivery INCOTERMS 2010 EXW Ex Works Naperville Terms of payment currency:USD 30 days Trading conditions CC 458-00-32 serial number 8002-483 46 Page 2 South Tahoe Public Utilities Dist 1275 Meadow Crest Drive South Lake Tahoe CA 96150-7401 Offer No.Date 8700.285.265 06/16/2020 Enquiry No. customer from 06/04/2020 GEA Mechanical Equipment US, Inc. Remit Payment to: Wire Transfer Payment to: GEA Westfalia Separator Division www.gea.com GEA Westfalia Separator Deutsche Bk. Trust Co. Am. 100 Fairway Court, Northvale, NJ, 07647 USA P.O. Box 13370 Routing 021001033 Tel: +1 201 767 3900 Newark, NJ 07101-3362 Account 00415687 Fax: +1 201 767 3901 SWIFT BKTRUS33 Interest of 1.5% per month (18% anually) will be added to all past due accounts. No merchandise is to be returned without written authorization. Goods and services provided in accordance with GEA Mechanical Equipment US, Inc. Standard Terms and Conditions of Sale. Item Material Designation Qty UQ Net (USD) Price (USD) 000003 5390-9884-389 1.00 PC 15,452.57 15,452.57 THREE-PHASE AC MOTOR replaces 9990-0055-758 backoredered 5-6 months special order 000006 5390-9871-579 1.00 PC 7,226.25 7,226.25 THREE-PHASE AC MOTOR replaces 9990-0055-760 backoredered 3-4 months special order Net value:22,678.82 USD Tax 1,757.61 USD Sum total 24,436.43 USD We thank you for your inquiry and look forward to receiving your firm order. 47 48 49 50 Liz Kaufman Page 2 December 3, 2020 BOARD AGENDA ITEM 8c TO: Board of Directors FROM: Liz Kauffman, Human Resources Director MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Dental Insurance Renewal REQUESTED BOARD ACTION: Approve renewal of dental insurance with CDC Group Health, Inc., with (1) a $.025 decrease in administrative fees; (2) eliminating the Preventive Dental Service Program and the Dental Reward Rollover Provision; (3) increasing the Maximum Annual Benefit Amount to $3,000; (4) decreasing 2021 funding level to $137.34; and, (5) decreasing 2021 COBRA Rates to $55.05, $110.11, and $187.18 per month. DISCUSSION: The District’s self-insured dental plan renews every January, and is reviewed by our consultant, Deborah Babineau, of BB&H Benefits Designs, Inc. Currently the dental plan contains a Preventive Dental Service Program and Dental Reward Rollover Program. CDS Group Health sent notification earlier this year that due to system constraints, they can no longer administer either of those programs effective January 1, 2021. As a result, they adjusted the administrative fee for 2021 to reflect a $.025 reduction. In response to the notification, District staff asked our consultant to go to market to determine if there were any other dental benefit providers that could duplicate the District’s current plan. Two Proposals were received and evaluated. The first Proposal included a dental plan design that closely mirrored the District’s current plan. This Proposal contained a higher administrative cost as well as higher add-on costs. The second Proposal contained a Dental Reward Program as well as a Wellness Incentive Program. The administrative fees were slightly lower than CDS Group Health’s fees. The disadvantage in this program was that the network of providers was more limited. This would result in some participants having to switch dental providers. Additionally, District staff factored in the administrative burden associated with changing plan administrators. While overall this plan looked appealing, District staff didn’t feel it was the appropriate time to make such a change. General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 51 Liz Kaufman Page 2 December 3, 2020 The consultant also obtains the current years claims experience from CDS Group Health. Due to Covid-19, there has been a severe reduction in dental claims. The average dental claim costs per employee, per month through October 31,2020, has reduced by 30% compared to October 31, 2019, and by 29.5% compared to December 31,2019. With savings from the elimination of the Preventive Dental Program and Dental Reward Program, District staff is recommending increasing the annual benefit maximum from $2,000 to $3,000. This benefit increase would also compensate for the elimination of the Dental Reward Program with no additional costs forecasted to the District based on the consultant’s 2021 outlook. The District recommends renewal of dental insurance with CDC Group Health, Inc., with (1) a $.025 decrease in administrative fees; (2) elimination of the Preventive Dental Service Program and the Dental Reward Rollover Provision; (3) increasing the Maximum Annual Benefit Amount to $3,000; (4) decreasing 2021 funding level to $137.34; and, (5) decreasing 2021 COBRA Rates to $55.05, $110.11, and $187.18 per month. SCHEDULE: Upon Board approval, notify CDS Group Health of approved plan change and notify Finance of 2021 rates. COSTS: Per attachment ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: ATTACHMENTS: CDC Group Health Dental Renewal Chart, Cobra Fund Explanation ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 52 Flexible | Insightful | Responsive 2021 Dental Renewal Presented by BB&H Benefit Designs November 2020 South Tahoe Public Utility District 53 South Tahoe Public Utility District Dental Plan Experience Demographics Summary 2020*2019 2018 2017 2016 Average Number of Employees 119 119 119 119 116 Average Number of Members 341 336 336 341 333 Ratio of Employees to Members 1:3 1:3 1:3 1:3 1:3 Key Statistics Total Dental Paid Amount $129,896 $201,019 $181,992 $170,259 $188,882 per employee $1,310 $1,689 $1,529 $1,431 $1,628 per member (employee and dependents)$457 $598 $542 $499 $567 Preventive Paid Amount per Member $222 $254 $249 $235 $253 Basic Paid Amount per Member $155 $221 $165 $159 $169 Major Paid Amount per Member $81 $123 $128 $105 $146 * 2020 numbers are through 10/31/2020 rev. 11/22/20 1 54 South Tahoe Public Utility District Cumulative Paid Claims History - Dental Claims Policy Year 2016 through Policy Year 2020 Jan Feb Mar April May June July Aug Sept Oct Nov Dec 2020 2020 2020 2020 2020 2020 2020 2020 2020 2020 2020 2020 No. of Employees 120 121 119 121 121 120 120 118 118 119 Paid Claims $0 $228 $15,010 $10,682 $13,614 $16,011 $15,096 $13,715 $25,373 $20,168 Avg. Claim per EE $0.00 $1.88 $126.13 $88.28 $112.51 $133.43 $125.80 $116.23 $215.03 $169.48 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Cumulative Paid Claims $0 $228 $15,237 $25,920 $39,534 $55,545 $70,640 $84,355 $109,728 $129,896 Cumulative No. of Ees 120 241 360 481 602 722 842 960 1078 1197 Avg. YTD Claim Per EE $0.00 $0.94 $42.33 $53.89 $65.67 $76.93 $83.90 $87.87 $101.79 $108.52 % Chg. Over Prior Year -66.4%-39.3%-30.0% Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Cumulative Paid Claims $19,257 $31,454 $47,670 $62,853 $80,711 $96,498 $112,900 $139,068 $152,016 $168,045 $181,481 $201,019 Cumulative No. of Ees 120 238 356 474 593 712 830 951 1072 1191 1310 1430 Avg. YTD Claim Per EE $160.47 $132.16 $133.91 $132.60 $136.11 $135.53 $136.02 $146.23 $141.81 $141.10 $138.54 $140.57 % Chg. Over Prior Year -1.6%2.9%1.8%8.0%2.7%1.4%2.5%10.8%13.2%14.7%13.4%10.3% Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 Cumulative Paid Claims $19,730 $31,093 $47,625 $59,047 $79,527 $95,387 $110,117 $124,968 $133,757 $146,184 $159,758 $181,993 Cumulative No. of Ees 121 242 362 481 600 714 830 947 1068 1188 1308 1428 Avg. YTD Claim Per EE $163.06 $128.49 $131.56 $122.76 $132.54 $133.60 $132.67 $131.96 $125.24 $123.05 $122.14 $127.45 % Chg. Over Prior Year 105.2%53.7%11.8%8.0%20.4%15.1%7.8%12.2%6.4%5.5%4.7%6.5% Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Cumulative Paid Claims $9,296 $19,567 $41,290 $53,206 $64,283 $81,486 $100,963 $110,438 $124,865 $137,741 $151,886 $170,259 Cumulative No. of Ees 117 234 351 468 584 702 820 939 1061 1181 1302 1423 Avg. YTD Claim Per EE $79.45 $83.62 $117.63 $113.69 $110.07 $116.08 $123.13 $117.61 $117.69 $116.63 $116.66 $119.65 % Chg. Over Prior Year -65.3%-47.4%-16.5%-20.1%-16.5%-11.8%-5.3%-11.5%-10.5%-11.0%-9.4%-11.7% Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 Aug-16 Sep-16 Oct-16 Nov-16 Dec-16 Cumulative Paid Claims $26,359 $36,695 $48,586 $65,459 $76,205 $91,727 $105,908 $124,059 $137,823 $152,261 $164,452 $188,882 Cumulative No. of Ees 115 231 345 460 578 697 815 933 1048 1162 1277 1394 Avg. YTD Claim Per EE $229.21 $158.85 $140.83 $142.30 $131.84 $131.60 $129.95 $132.97 $131.51 $131.03 $128.78 $135.50 rev. 11/22/20 2 55 2013 2014 2015 2016 2017 2018 2019 2020 claims/member $484.65 $500.00 $528.60 $567.21 $499.29 $540.97 $598.27 $457.11 $0.00 $100.00 $200.00 $300.00 $400.00 $500.00 $600.00 $700.00 Dental Claims per Member per year rev. 11/22/20 3 56 $0.00 $50.00 $100.00 $150.00 $200.00 $250.00 $300.00 2013 2014 2015 2016 2017 2018 2019 2020 Claims by Member by Dental Category preventive basic major rev. 11/22/20 4 57 South Tahoe Public Utility District Dental Turn Around Time and Wellness Stats Claims Turn around time 2016 2017 2018 2019 2020 Percentage of claims paid within 15 calendar days 89.47%95.42%91.94%86.70%55.40% Percentage of claims paid within 16-30 calendar days 1.12%1.11%5.69%10.30%16.40% Percentage of claims paid 31+ calendar days 9.42%3.47%2.36%3.00%28.10% rev. 11/22/20 5 58 BB&H Benefit Designs Santa Barbara, CA 93101 (805) 962-2868 Fax: (805) 962-9268 www.bbandh.com To: Liz Kauffman From: Deborah Babineau, 0B55630 Date: 11/22/2020 Re: Dental Funding and COBRA rates 2021 Message: Attached we present the suggested 2021 cobra rates calculated for the 12 month period ending 10/31/2020. You will note there is a decrease in cobra rates due to the following factors.  Reduced paid claims in 2020 YTD  Due to Covid-19, there has been a severe reduction in dental claims. The average dental claim costs per employee per month through 10/31/2020 has reduced by 30% compared to 10/31/2019 and by 29.5% compared to 12/31/2019.  Plan Design changes due to CDS/Prominence claims system change Effective 1/1/2021, CDS/Prominence will no longer be able to administer the following benefits:  Dental wellness benefit that paid an increased percentage for basic and major services if certain wellness requirements were met.  Dental rollover feature, allowing unused annual maximum amounts to be carried forward into the next plan year (if certain conditions were met).  To compensate for this change, the funding increased the dental max to $3,000 (currently at $2,000) and calculated benefit payment for the higher coverage amounts for basic and major care).  CDS/Prominence has proposed a decrease to the administration fee (from $5.75 to $5.50 per employee per month). rev. 11/22/20 1 59 BB&H Benefit Designs Santa Barbara, CA 93101 (805) 962-2868 Fax: (805) 962-9268 www.bbandh.com  Change in Dental Trend The Segal Health Plan Cost Trend Survey dental Trend for 2021 is 2.7%. Based on these factors, BB&H recommends slightly decreasing the cobra rates and funding estimate as follows for 2020. 2017 factors 2018 calculated factors 2019 calculated factors 2020 calculated factors 2021 calculated factors COBRA single: $54.14 $55.19 $54.11 $59.02 $55.05 COBRA two party: $108.30 $110.37 $108.22 $118.03 $110.11 COBRA family: $184.10 $187.63 $183.98 $200.66 $187.18 Funding Estimate: $142.26 $143.52 $140.40 $147.23 $137.34 Please let me know if you have any questions. rev. 11/22/20 2 60 South Tahoe Public Utility District 2021 plan year - projection (INCLUDING INCREASING MAX TO $3,000/YR) Fees Dental Administration $5.50 per employee per month estimated covered employees 119 Est. dental admin per month $655 Dental Fully Insured equivalent fully insured COBRA (w/2%) single 53.97 55.05 employee+1 107.95 110.11 family 183.51 187.18 COBRA administration from CDS $0.00 per employee per month Funding Estimate:$137.34 per employee per month Dental Benefits DENTAL BENEFITS Annual Maximum Annual Deductible Preventive Care Basic Restorative Care Major Care Maximum rollover Orthodontia rollover and wellness incentive eliminated Not covered STPUD proposed dental plan $3,000 per person per year $50 per person / $100 per family Applies to Basic and Major Services only 100% 80% 70% (Implants covered). N/A rev. 11/22/20 3 61 BOARD AGENDA ITEM 8d TO: Board of Directors FROM: Liz Kauffman, Human Resources Director MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Management Memorandum of Understanding Side Letter REQUESTED BOARD ACTION: Approve Management Memorandum of Understanding Side Letter regarding impacts of restructuring affecting Management Unit staff. DISCUSSION: District staff met and conferred with the Management staff in regards to the impacts of the restructuring and elimination of the Assistant General Manager position as provided in the draft Reorganization Plan The attached Side Letter between South Tahoe Public Utility District and Management staff documents the agreed modifications to the Management Memorandum of Understanding as a result of the District restructuring. SCHEDULE: December 4, 2020, provide to Management staff for signature. COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Proposed Side Letter ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 62 SIDE LETTER TO THE MEMORANDUM OF UNDERSTANDING (June 29, 2017-June 24, 2021) Between South Tahoe Public Utility District And Management Staff 63 Having met and conferred regarding the impacts of a restructuring affecting the Management Staff unit, the Management Staff and the South Tahoe Public Utility District (“District”) agree to this Side Letter to the current Memorandum of Understanding between them. 1. Impacts of Restructuring/Elimination of Assistant General Manager Position. The Assistant General Manager position is being eliminated as part of a District restructuring, and severance arrangements with the affected employee who is being laid off are being handled by separate agreement. In addition, the District will soon begin transitioning the duties of the AGM position as follows: A. The Engineering, Field, Wastewater, Recycled Water, and Laboratory Managers will be direct reports to the General Manager. B. The General Manager will assume the lead District advocacy efforts role, with assignments to and contributions by other staff members consistent with current operations. The EDM, Principal Engineer, PACM, and Grants Administrator will meet will coordinate with current AGM regarding scale and scope of current and future efforts and propose an ongoing solutions to the GM in the first quarter of 2021. Thereafter, in conjunction with those efforts, adjustments to other Manager job descriptions may be considered and agreed upon by the Management Staff group. C. The Contracts Administrator will be a direct report to the EDM. The parties will revisit the most recent salary survey to gather data as to whether a compensatory adjustment may be appropriate, and the parties will discuss it in the next regular round of contract negotiations in the spring of 2021. D. The EDM will be identified as the Chief Engineer, acting as the Engineer in Responsible Charge for Civil Engineering services, as required by law. The responsibility for certification of regulatory reports for District Operations will fall to the GM. The parties will revisit the most recent salary survey to gather data as to whether a compensatory adjustment may be appropriate, and the parties will discuss it in the next regular round of contract negotiations in the spring of 2021. E. Appropriate changes will be made to all impacted job descriptions to note reporting relationships. In addition, “May act as the GM in his/her absence” will be added to the CFO and EDM job descriptions. The parties will revisit the most recent salary survey to gather data as to whether a compensatory adjustment may be appropriate, and the parties will discuss it in the next regular round of contract negotiations in the spring of 2021. 2. Remainder of Contract Not Affected. All other provisions of the current Memorandum of Understanding between the District and the Management Staff (dated June 29, 2017 to June 24, 2021) shall remain unchanged. 64 Randy Vogelgesang John Thiel President, Board of Directors General Manager/Engineer Representatives of the Management Staff of the South Tahoe Public Utility District: _______________________________________ Debbie Henderson, Accounting Manager _______________________________________ Jim Hilton, Water Reuse Operations Manager _______________________________________ Julie Ryan, Engineering Department Manager 65 BOARD AGENDA ITEM 8e TO: Board of Directors FROM: John Thiel, General Manager MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Appreciation of Director Vogelgesang REQUESTED BOARD ACTION: Adopt Resolution No. 3157-20 in Appreciation of Director Vogelgesang DISCUSSION: Resolution No. 3157-20 is in appreciation of Director Vogelgesang for his nine years of service and dedication to the South Tahoe Public Utility Board of Directors. SCHEDULE: N/A COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 66 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. 3157-20 A RESOLUTION BY THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT HONORING DIRECTOR RANDY VOGELGESANG FOR NINE YEARS OF SERVICE WHEREAS, RANDY VOGELGESANG assumed office in 2011 and has served a total of nine years on the South Tahoe Public Utility District Board of Directors; and during his term of office he served as Board President for five years and one year as Vice-President of the Board of the South Tahoe Public Utility District; and WHEREAS, during his tenure, DIRECTOR VOGELGESANG served on the Executive, Finance and Water and Wastewater Operations Committees; as well as the Administrative Code, Alpine County Contract Negotiations, City Council, and Organizational Structure, Service and Efficiency Ad-Hoc Committees; and as Liaison for El Dorado County Oversight Board and City of South Lake Tahoe; and, WHEREAS, DIRECTOR VOGELGESANG served as the District’s representative for the California Association of Sanitation Agencies; WHEREAS, DIRECTOR VOGELGESANG demonstrated leadership skills guiding many Board discussions with integrity while building consensus to accomplish a common goal for the greater good of the community; NOW, THEREFORE, BE IT RESOLVED, that the South Tahoe Public Utility District does hereby express deep appreciation to DIRECTOR VOGELGESANG for his many hours of public service to the people of South Lake Tahoe, California. WE, THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution No. 3157-20 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 3rd day of December, 2020, by the following vote: AYES: NOES: ABSENT: 67 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 _____________________________________ Randy Vogelgesang, Board President South Tahoe Public Utility District ATTEST: _________________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District Resolution No. 3157-20 Page 2 December 3, 2020 68 PAYMENT OF CLAIMS Payroll 11/17/20 515,311.36 Total Payroll 515,311.36 ADP & Insight eTools 0.00 AFLAC/WageWorks claims and fees 389.90 BBVA Compass Bank 0.00 Cal Bank & Trust fiscal agent fees 0.00 California SWRCB SRF loan payments 0.00 CDS - health care payments 5,947.91 Total Vendor EFT 6,337.81 Accounts Payable Checks-Sewer Fund 540,561.77 Accounts Payable Checks-Water Fund 472,711.55 Total Accounts Payable Checks 1,013,273.32 Utility Management Refunds 13,076.18 Total Utility Management Checks 13,076.18 Grand Total 1,547,998.67 Payroll EFTs & Checks 11/17/2020 EFT CA Employment Taxes & W/H 22,061.44 EFT Federal Employment Taxes & W/H 105,918.09 EFT CalPERS Contributions 77,320.62 EFT Empower Retirement-Deferred Comp 23,965.40 EFT Stationary Engineers Union Dues 2,635.19 EFT CDHP Health Savings (HSA)3,872.60 EFT Retirement Health Savings 0.00 EFT United Way Contributions 66.00 EFT Employee Direct Deposits 279,239.87 CHK Employee Garnishments 232.15 CHK Employee Paychecks 0.00 Total 515,311.36 FOR APPROVAL December 3, 2020 69 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 43721 - ACWA/JPIA 0657087 ACWA Medical/Vision Insurance Payable Paid by Check #105444 11/06/2020 12/03/2020 12/31/2020 12/03/2020 233,504.39 Vendor 43721 - ACWA/JPIA Totals Invoices 1 $233,504.39 Vendor 48684 - ALLIED ELECTRONICS INC 9013487178 Primary Equipment Paid by Check #105445 11/10/2020 12/03/2020 11/30/2020 12/03/2020 116.14 Vendor 48684 - ALLIED ELECTRONICS INC Totals Invoices 1 $116.14 Vendor 43949 - ALPEN SIERRA COFFEE 213552 Office Supply Issues Paid by Check #105446 11/10/2020 12/03/2020 11/30/2020 12/03/2020 89.00 213553 Office Supply Issues Paid by Check #105446 11/10/2020 12/03/2020 11/30/2020 12/03/2020 44.25 213703 Office Supply Issues Paid by Check #105446 11/17/2020 12/03/2020 11/30/2020 12/03/2020 89.00 213705 Office Supply Issues Paid by Check #105446 11/17/2020 12/03/2020 11/30/2020 12/03/2020 44.25 Vendor 43949 - ALPEN SIERRA COFFEE Totals Invoices 4 $266.50 Vendor 10954 - ALPINE METALS 42107 Grounds & Maintenance Paid by Check #105447 11/11/2020 12/03/2020 11/30/2020 12/03/2020 52.14 Vendor 10954 - ALPINE METALS Totals Invoices 1 $52.14 Vendor 49337 - AMAZON CAPITAL SERVICES INC. 1WKR-CFMW-1WP7 Biosolids Equipment - Building Paid by Check #105448 11/01/2020 12/03/2020 11/30/2020 12/03/2020 400.28 1D9T-WNJW-F7RX Biosolids Equipment - Building Paid by Check #105448 11/02/2020 12/03/2020 11/30/2020 12/03/2020 835.32 1QQ9-HCH7-VLYF Office Supplies Paid by Check #105448 11/05/2020 12/03/2020 11/30/2020 12/03/2020 30.16 1K93-3RHT-RTHH Small Tools Paid by Check #105448 11/08/2020 12/03/2020 11/30/2020 12/03/2020 56.45 Vendor 49337 - AMAZON CAPITAL SERVICES INC. Totals Invoices 4 $1,322.21 Vendor 44580 - ARAMARK UNIFORM & CAREER APPAREL GRP INC 1102447559 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 92.07 1102447564 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 87.19 1102447569 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 79.44 1102447579 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 96.75 1102447586 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 42.02 1102447589 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 21.17 1102447594 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 4.49 1102447599 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 101.71 1102447602 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 21.71 1102447604 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 8.36 1102447606 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 13.34 1102447608 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 15.14 1102447610 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 17.98 1110087496 Uniform Payable Paid by Check #105449 11/10/2020 12/03/2020 11/30/2020 12/03/2020 (55.45) Vendor 44580 - ARAMARK UNIFORM & CAREER APPAREL GRP INC Totals Invoices 14 $545.92 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 1 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 70 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 48000 - AT&T/CALNET 3 NOVEMBER2020 TELEPHONE Paid by Check #105450 11/07/2020 12/03/2020 11/30/2020 12/03/2020 108.62 Vendor 48000 - AT&T/CALNET 3 Totals Invoices 1 $108.62 Vendor 49444 - AUTOMATED MERCHANT SYSTEMS INC 7286 Replace ERP System Paid by Check #105451 09/27/2020 12/03/2020 11/30/2020 12/03/2020 3,697.50 Vendor 49444 - AUTOMATED MERCHANT SYSTEMS INC Totals Invoices 1 $3,697.50 Vendor 49419 - BEND GENETICS LLC ST2008 Monitoring Paid by Check #105452 11/10/2020 12/03/2020 11/30/2020 12/03/2020 225.00 Vendor 49419 - BEND GENETICS LLC Totals Invoices 1 $225.00 Vendor 48291 - BEST BEST & KRIEGER LLP 887717 Legal-Special Projects Paid by Check #105453 10/08/2020 12/03/2020 11/30/2020 12/03/2020 978.00 890078 Legal Services Paid by Check #105453 11/06/2020 12/03/2020 11/30/2020 12/03/2020 4,270.60 Vendor 48291 - BEST BEST & KRIEGER LLP Totals Invoices 2 $5,248.60 Vendor 12070 - BING MATERIALS 203456 Pipe - Covers & Manholes Paid by Check #105454 10/26/2020 12/03/2020 11/30/2020 12/03/2020 617.77 203457 Pipe - Covers & Manholes Paid by Check #105454 10/26/2020 12/03/2020 11/30/2020 12/03/2020 971.73 203458 Pipe - Covers & Manholes Paid by Check #105454 10/26/2020 12/03/2020 11/30/2020 12/03/2020 613.58 203459 Pipe - Covers & Manholes Paid by Check #105454 10/26/2020 12/03/2020 11/30/2020 12/03/2020 869.27 203460 Pipe - Covers & Manholes Paid by Check #105454 10/26/2020 12/03/2020 11/30/2020 12/03/2020 1,487.29 203695 Pipe - Covers & Manholes Paid by Check #105454 10/31/2020 12/03/2020 11/30/2020 12/03/2020 1,615.43 203696 Pipe - Covers & Manholes Paid by Check #105454 10/31/2020 12/03/2020 11/30/2020 12/03/2020 310.77 203697 Pipe - Covers & Manholes Paid by Check #105454 10/31/2020 12/03/2020 11/30/2020 12/03/2020 302.81 203698 Pipe - Covers & Manholes Paid by Check #105454 10/31/2020 12/03/2020 11/30/2020 12/03/2020 2,212.13 203937 Pipe - Covers & Manholes Paid by Check #105454 11/09/2020 12/03/2020 11/30/2020 12/03/2020 1,906.76 203938 Pipe - Covers & Manholes Paid by Check #105454 11/09/2020 12/03/2020 11/30/2020 12/03/2020 1,004.00 203939 Pipe - Covers & Manholes Paid by Check #105454 11/09/2020 12/03/2020 11/30/2020 12/03/2020 630.99 203940 Pipe - Covers & Manholes Paid by Check #105454 11/09/2020 12/03/2020 11/30/2020 12/03/2020 3,558.63 203941 Pipe - Covers & Manholes Paid by Check #105454 11/09/2020 12/03/2020 11/30/2020 12/03/2020 1,004.95 Vendor 12070 - BING MATERIALS Totals Invoices 14 $17,106.11 Vendor 43828 - BLUE RIBBON TEMP PERSONNEL 8406 Contractual Services Paid by Check #105455 11/06/2020 12/03/2020 11/30/2020 12/03/2020 1,173.76 8476 Contractual Services Paid by Check #105455 11/13/2020 12/03/2020 11/30/2020 12/03/2020 339.36 8477 Contractual Services Paid by Check #105455 11/13/2020 12/03/2020 11/30/2020 12/03/2020 687.40 8478 Contractual Services Paid by Check #105455 11/13/2020 12/03/2020 11/30/2020 12/03/2020 1,086.90 8479 Contractual Services Paid by Check #105455 11/13/2020 12/03/2020 11/30/2020 12/03/2020 1,117.03 Vendor 43828 - BLUE RIBBON TEMP PERSONNEL Totals Invoices 5 $4,404.45 Vendor 42978 - BROWNSTEIN HYATT 822045 October 2020 Legal Services Paid by EFT #35 11/09/2020 12/03/2020 11/30/2020 12/03/2020 25,629.00 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 2 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 71 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 822049 OCT 2020 LEGAL SERVICES Paid by EFT #35 11/09/2020 12/03/2020 11/30/2020 12/03/2020 4,071.00 Vendor 42978 - BROWNSTEIN HYATT Totals Invoices 2 $29,700.00 Vendor 44730 - BSK ASSOCIATES SD04816 Monitoring Paid by Check #105456 11/09/2020 12/03/2020 11/30/2020 12/03/2020 270.00 SD04945 Monitoring Paid by Check #105456 11/17/2020 12/03/2020 11/30/2020 12/03/2020 720.00 Vendor 44730 - BSK ASSOCIATES Totals Invoices 2 $990.00 Vendor 48922 - GARTH BUTZ 071120 Travel - Meetings - Education Paid by Check #105457 07/11/2020 12/03/2020 11/30/2020 12/03/2020 131.10 Vendor 48922 - GARTH BUTZ Totals Invoices 1 $131.10 Vendor 48681 - CADENCE TEAM LLC 2659 District Computer Supplies Paid by Check #105458 10/22/2020 12/03/2020 11/30/2020 12/03/2020 5,533.57 Vendor 48681 - CADENCE TEAM LLC Totals Invoices 1 $5,533.57 Vendor 48799 - CAL ELECTRO INC 20-18A Replace Treatment Plant Generator Paid by Check #105459 12/03/2020 12/03/2020 11/30/2020 12/03/2020 51,545.00 20-18AR Accrued Construction Retainage Paid by Check #105459 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (5,154.50) 20-18B Emergency Pump Station Rehab Paid by Check #105459 12/03/2020 12/03/2020 11/30/2020 12/03/2020 5,100.00 20-18BR Accrued Construction Retainage Paid by Check #105459 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (510.00) 20-18C Fuel System Replacment Paid by Check #105459 12/03/2020 12/03/2020 11/30/2020 12/03/2020 35,100.00 20-18CR Accrued Construction Retainage Paid by Check #105459 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (3,510.00) Vendor 48799 - CAL ELECTRO INC Totals Invoices 6 $82,570.50 Vendor 49513 - CHRISTINE CANNON 111820 Waterline - Rocky Point Phase 2 Paid by Check #105460 11/18/2020 12/03/2020 11/30/2020 12/03/2020 105.00 Vendor 49513 - CHRISTINE CANNON Totals Invoices 1 $105.00 Vendor 48933 - KIRK CARLSON 2213101 Toilet Rebate Program Paid by Check #105461 11/18/2020 12/03/2020 11/30/2020 12/03/2020 100.00 Vendor 48933 - KIRK CARLSON Totals Invoices 1 $100.00 Vendor 48014 - CDS GROUP HEALTH 00000738 Dental Self Insurance Paid by Check #105462 10/18/2020 12/03/2020 11/30/2020 12/03/2020 678.50 Vendor 48014 - CDS GROUP HEALTH Totals Invoices 1 $678.50 Vendor 49280 - CDTFA L0008535900 Regulatory Operating Permits Paid by Check #105463 11/13/2020 12/03/2020 11/30/2020 12/03/2020 2,784.82 Vendor 49280 - CDTFA Totals Invoices 1 $2,784.82 Vendor 48406 - CHARTER BUSINESS NOVEMBER2020 TELEPHONE Paid by Check #105464 11/13/2020 12/03/2020 11/30/2020 12/03/2020 234.97 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 3 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 72 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 48406 - CHARTER BUSINESS Totals Invoices 1 $234.97 Vendor 40343 - CHEMSEARCH INC 7156877 Oil & Lubricants Paid by Check #105465 11/03/2020 12/03/2020 11/30/2020 12/03/2020 1,183.47 Vendor 40343 - CHEMSEARCH INC Totals Invoices 1 $1,183.47 Vendor 48672 - CINTAS CORP 5040995393 Safety Equipment Paid by Check #105466 11/10/2020 12/03/2020 11/30/2020 12/03/2020 75.17 Vendor 48672 - CINTAS CORP Totals Invoices 1 $75.17 Vendor 12535 - CITY OF SOUTH LAKE TAHOE AR182559 Construction & Excavation Permit Paid by Check #105467 09/09/2019 12/03/2020 11/30/2020 12/03/2020 44,022.00 AR186108 Pipe - Covers & Manholes Paid by Check #105467 11/01/2020 12/03/2020 11/30/2020 12/03/2020 17,342.00 Vendor 12535 - CITY OF SOUTH LAKE TAHOE Totals Invoices 2 $61,364.00 Vendor 40512 - CODALE ELECTRIC SUPPLY S7193514.002 Primary Equipment Paid by Check #105468 10/23/2020 12/03/2020 11/30/2020 12/03/2020 184.35 Vendor 40512 - CODALE ELECTRIC SUPPLY Totals Invoices 1 $184.35 Vendor 49516 - ROBERT L CORMIA 3657101 Water Use Reduction Rebates Paid by Check #105469 11/13/2020 12/03/2020 11/30/2020 12/03/2020 500.00 Vendor 49516 - ROBERT L CORMIA Totals Invoices 1 $500.00 Vendor 42897 - CWEA CHATHAM2020 Dues - Memberships - Certification Paid by Check #105470 11/10/2020 12/03/2020 11/30/2020 12/03/2020 91.00 FAY2020 Dues - Memberships - Certification Paid by Check #105470 11/10/2020 12/03/2020 11/30/2020 12/03/2020 192.00 GREGORICH2020 Dues - Memberships - Certification Paid by Check #105470 11/10/2020 12/03/2020 11/30/2020 12/03/2020 192.00 ARCE20 Dues - Memberships - Certification Paid by Check #105470 11/16/2020 12/03/2020 11/30/2020 12/03/2020 101.00 ROSS2020 Dues - Memberships - Certification Paid by Check #105470 11/30/2020 12/03/2020 11/30/2020 12/03/2020 91.00 Vendor 42897 - CWEA Totals Invoices 5 $667.00 Vendor 48289 - DIY HOME CENTER 5661 Shop Supplies Paid by Check #105471 10/15/2020 12/03/2020 11/30/2020 12/03/2020 28.97 5934 Repair - Maintenance Water Tanks Paid by Check #105471 10/27/2020 12/03/2020 11/30/2020 12/03/2020 52.34 6101/M Propane Paid by Check #105471 11/04/2020 12/03/2020 11/30/2020 12/03/2020 6.96 6131/M Repair - Maintenance Water Tanks Paid by Check #105471 11/05/2020 12/03/2020 11/30/2020 12/03/2020 88.19 6320 Pump Stations Paid by Check #105471 11/12/2020 12/03/2020 11/30/2020 12/03/2020 26.17 6378 Small Tools Paid by Check #105471 11/16/2020 12/03/2020 11/30/2020 12/03/2020 8.23 6412 Shop Supplies Paid by Check #105471 11/17/2020 12/03/2020 11/30/2020 12/03/2020 98.65 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 4 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 73 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 48289 - DIY HOME CENTER Totals Invoices 7 $309.51 Vendor 48305 - DOMENICHELLI & ASSOCIATES 5-111920 Contractual Services Paid by Check #105472 11/19/2020 12/03/2020 11/30/2020 12/03/2020 11,075.00 Vendor 48305 - DOMENICHELLI & ASSOCIATES Totals Invoices 1 $11,075.00 Vendor 14683 - EL DORADO COUNTY 16463 Meters Phase 5B Paid by Check #105473 10/01/2020 12/03/2020 11/30/2020 12/03/2020 121.87 16466 Meters Phase 5B Paid by Check #105473 10/01/2020 12/03/2020 11/30/2020 12/03/2020 2,010.85 Vendor 14683 - EL DORADO COUNTY Totals Invoices 2 $2,132.72 Vendor 48570 - EMPLOYMENT DEVELOPMENT DEPT L2091302368 Unemployment Insurance Paid by Check #105474 10/28/2020 12/03/2020 11/04/2020 12/03/2020 2,023.50 Vendor 48570 - EMPLOYMENT DEVELOPMENT DEPT Totals Invoices 1 $2,023.50 Vendor 44263 - ENS RESOURCES INC 2751 Contractual Services Paid by Check #105475 11/03/2020 12/03/2020 11/30/2020 12/03/2020 7,300.00 Vendor 44263 - ENS RESOURCES INC Totals Invoices 1 $7,300.00 Vendor 44708 - ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE INC 93930194 Service Contracts Paid by Check #105476 11/05/2020 12/03/2020 11/30/2020 12/03/2020 25,000.00 Vendor 44708 - ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE INC Totals Invoices 1 $25,000.00 Vendor 18550 - EUROFINS EATON ANALYTICAL INC L0539164 Monitoring Paid by Check #105477 10/30/2020 12/03/2020 11/30/2020 12/03/2020 35.00 L0541258 Monitoring Paid by Check #105477 11/12/2020 12/03/2020 11/30/2020 12/03/2020 420.00 L0541258CM Monitoring Paid by Check #105477 11/12/2020 12/03/2020 11/30/2020 12/03/2020 (210.00) L0541307 Monitoring Paid by Check #105477 11/12/2020 12/03/2020 11/30/2020 12/03/2020 125.00 L0541323 Monitoring Paid by Check #105477 11/12/2020 12/03/2020 11/30/2020 12/03/2020 130.00 L0541326 Monitoring Paid by Check #105477 11/12/2020 12/03/2020 11/30/2020 12/03/2020 125.00 L0541335 Monitoring Paid by Check #105477 11/12/2020 12/03/2020 11/30/2020 12/03/2020 105.00 L0541585 Monitoring Paid by Check #105477 11/16/2020 12/03/2020 11/30/2020 12/03/2020 40.00 L0541807 Monitoring Paid by Check #105477 11/17/2020 12/03/2020 11/30/2020 12/03/2020 150.00 Vendor 18550 - EUROFINS EATON ANALYTICAL INC Totals Invoices 9 $920.00 Vendor 47836 - EVOQUA WATER TECHNOLOGIES LLC 904667582 Service Contracts Paid by Check #105478 11/01/2020 12/03/2020 11/30/2020 12/03/2020 101.12 904677004 Service Contracts Paid by Check #105478 11/06/2020 12/03/2020 11/30/2020 12/03/2020 300.90 Vendor 47836 - EVOQUA WATER TECHNOLOGIES LLC Totals Invoices 2 $402.02 Vendor 47960 - FARR WEST ENGINEERING INC 14439 Keller Heavenly Water System Improvement Paid by Check #105479 11/06/2020 12/03/2020 11/30/2020 12/03/2020 3,546.50 Vendor 47960 - FARR WEST ENGINEERING INC Totals Invoices 1 $3,546.50 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 5 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 74 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 14890 - FEDEX 7-180-75324 Postage Expenses Paid by Check #105480 11/13/2020 12/03/2020 11/30/2020 12/03/2020 176.39 Vendor 14890 - FEDEX Totals Invoices 1 $176.39 Vendor 48402 - FLYERS ENERGY LLC 20-213651 Gasoline Fuel Inventory Paid by Check #105481 11/03/2020 12/03/2020 11/30/2020 12/03/2020 1,634.93 20-215857 Gasoline Fuel Inventory Paid by Check #105481 11/10/2020 12/03/2020 11/30/2020 12/03/2020 4,309.31 20-219699 Diesel Fuel Inventory Paid by Check #105481 11/17/2020 12/03/2020 11/30/2020 12/03/2020 3,881.67 Vendor 48402 - FLYERS ENERGY LLC Totals Invoices 3 $9,825.91 Vendor 49514 - JOSEPH FOREHAND 2559109 Clothes Washer Rebate Program Paid by Check #105482 11/13/2020 12/03/2020 11/30/2020 12/03/2020 200.00 Vendor 49514 - JOSEPH FOREHAND Totals Invoices 1 $200.00 Vendor 15600 - GRAINGER 9707294915 Small Tools Paid by Check #105483 11/04/2020 12/03/2020 11/30/2020 12/03/2020 703.72 9708620951 Pump Stations Paid by Check #105483 11/05/2020 12/03/2020 11/30/2020 12/03/2020 183.00 Vendor 15600 - GRAINGER Totals Invoices 2 $886.72 Vendor 43403 - GRANITE CONSTRUCTION CO 1916388 Pipe - Covers & Manholes Paid by Check #105484 11/04/2020 12/03/2020 11/30/2020 12/03/2020 3,224.65 Vendor 43403 - GRANITE CONSTRUCTION CO Totals Invoices 1 $3,224.65 Vendor 49122 - HAEN CONSTRUCTORS 20-10A Waterline - Rocky Point Phase 2 Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 20,800.00 20-10AR Accrued Construction Retainage Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (1,040.00) 20-10B Suspense Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 10,000.00 20-10BR Accrued Construction Retainage Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (500.00) 20-10C Meters Phase 5B Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 78,950.00 20-10CR Accrued Construction Retainage Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (3,947.50) 20-10D Meters Phase 5B Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 44,599.00 20-10DR Accrued Construction Retainage Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (2,229.95) 20-10E PRV, Rocky Point Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 20,285.00 20-10ER Accrued Construction Retainage Paid by Check #105485 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (1,014.25) Vendor 49122 - HAEN CONSTRUCTORS Totals Invoices 10 $165,902.30 Vendor 44430 - HIGH SIERRA BUSINESS SYSTEMS 113316 Service Contracts Paid by Check #105486 11/03/2020 12/03/2020 11/30/2020 12/03/2020 541.76 Vendor 44430 - HIGH SIERRA BUSINESS SYSTEMS Totals Invoices 1 $541.76 Vendor 49489 - INFO-TECH RESEARCH GROUP INC 207817 Service Contracts Paid by Check #105487 10/16/2020 12/03/2020 11/30/2020 12/03/2020 3,000.00 Vendor 49489 - INFO-TECH RESEARCH GROUP INC Totals Invoices 1 $3,000.00 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 6 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 75 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 44110 - J&L PRO KLEEN INC 28664 Janitorial Services Paid by Check #105488 11/15/2020 12/03/2020 11/30/2020 12/03/2020 4,242.00 Vendor 44110 - J&L PRO KLEEN INC Totals Invoices 1 $4,242.00 Vendor 22200 - LANGENFELD TRUE VALUE OCT 2020 Shop Supplies & Small Tools Paid by Check #105489 10/31/2020 12/03/2020 11/30/2020 12/03/2020 760.92 Vendor 22200 - LANGENFELD TRUE VALUE Totals Invoices 1 $760.92 Vendor 49438 - BRANDON LEE VSP093020BLEE Vision Insurance Refund Paid by Check #105490 11/13/2020 12/03/2020 11/30/2020 12/03/2020 47.32 Vendor 49438 - BRANDON LEE Totals Invoices 1 $47.32 Vendor 22550 - LIBERTY UTILITIES NOVEMBER2020 ELECTRICITY Paid by Check #105491 11/20/2020 12/03/2020 11/30/2020 12/03/2020 17,431.31 Vendor 22550 - LIBERTY UTILITIES Totals Invoices 1 $17,431.31 Vendor 49515 - JOANNE MARCHETTA 3324603 Water Use Reduction Rebates Paid by Check #105492 11/13/2020 12/03/2020 11/30/2020 12/03/2020 500.00 Vendor 49515 - JOANNE MARCHETTA Totals Invoices 1 $500.00 Vendor 17900 - MC MASTER CARR SUPPLY CO 48309430 Secondary Equipment Paid by Check #105493 11/05/2020 12/03/2020 11/30/2020 12/03/2020 357.77 48368599 Secondary Equipment Paid by Check #105493 11/06/2020 12/03/2020 11/30/2020 12/03/2020 160.13 Vendor 17900 - MC MASTER CARR SUPPLY CO Totals Invoices 2 $517.90 Vendor 49076 - BUCK McLELLAND SWRCB2020 Dues - Memberships - Certification Paid by Check #105494 11/01/2020 12/03/2020 11/30/2020 12/03/2020 105.00 Vendor 49076 - BUCK McLELLAND Totals Invoices 1 $105.00 Vendor 49457 - MATTHEW MENDOZA 103120 Travel - Meetings - Education Paid by Check #105495 10/31/2020 12/03/2020 11/30/2020 12/03/2020 44.00 Vendor 49457 - MATTHEW MENDOZA Totals Invoices 1 $44.00 Vendor 43796 - NORTHWEST HYD CONSULT INC 25970 Upper Truckee Marsh Adaptive Management Paid by Check #105496 11/13/2020 12/03/2020 11/30/2020 12/03/2020 4,377.02 Vendor 43796 - NORTHWEST HYD CONSULT INC Totals Invoices 1 $4,377.02 Vendor 44592 - PETERBILT TRUCK PARTS X101030458:01 Automotive Paid by Check #105497 11/05/2020 12/03/2020 11/30/2020 12/03/2020 62.32 Vendor 44592 - PETERBILT TRUCK PARTS Totals Invoices 1 $62.32 Vendor 47903 - PRAXAIR 174 99650275 Shop Supplies Paid by Check #105498 10/22/2020 12/03/2020 11/30/2020 12/03/2020 133.45 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 7 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 76 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 47903 - PRAXAIR 174 Totals Invoices 1 $133.45 Vendor 49518 - SHIRLEY QUILICI 8015211 Water Use Reduction Rebates Paid by Check #105499 10/09/2020 12/03/2020 11/30/2020 12/03/2020 500.00 Vendor 49518 - SHIRLEY QUILICI Totals Invoices 1 $500.00 Vendor 49497 - REGULATORY INTELLIGENCE LLC STPUD1102 Advisory Paid by Check #105500 11/09/2020 12/03/2020 11/30/2020 12/03/2020 2,142.60 Vendor 49497 - REGULATORY INTELLIGENCE LLC Totals Invoices 1 $2,142.60 Vendor 44761 - REXEL NORCAL VALLEY-SACRAMENTO S128307296.001 Shop Supplies Paid by Check #105501 10/16/2020 12/03/2020 11/30/2020 12/03/2020 1,630.00 Vendor 44761 - REXEL NORCAL VALLEY-SACRAMENTO Totals Invoices 1 $1,630.00 Vendor 48884 - SEWER KNOWLEDGE 322 Contractual Services Paid by Check #105502 11/03/2020 12/03/2020 11/30/2020 12/03/2020 4,042.38 Vendor 48884 - SEWER KNOWLEDGE Totals Invoices 1 $4,042.38 Vendor 48735 - SILVER STATE ANALYTICAL LAB RN261770 Monitoring Paid by Check #105503 11/13/2020 12/03/2020 11/30/2020 12/03/2020 258.00 Vendor 48735 - SILVER STATE ANALYTICAL LAB Totals Invoices 1 $258.00 Vendor 45168 - SOUTHWEST GAS NOVEMBER2020 NATURAL GAS Paid by Check #105504 11/09/2020 12/03/2020 11/30/2020 12/03/2020 11.00 Vendor 45168 - SOUTHWEST GAS Totals Invoices 1 $11.00 Vendor 49064 - Staples Business Advantage 3460681901 Office Supplies Paid by Check #105505 10/21/2020 12/03/2020 11/30/2020 12/03/2020 186.47 3460681899 Office Supplies Paid by Check #105505 10/31/2020 12/03/2020 11/30/2020 12/03/2020 76.87 Vendor 49064 - Staples Business Advantage Totals Invoices 2 $263.34 Vendor 42489 - TAHOE MOUNTAIN NEWS 2369108 Clothes Washer Rebate Program Paid by Check #105506 11/12/2020 12/03/2020 11/30/2020 12/03/2020 200.00 Vendor 42489 - TAHOE MOUNTAIN NEWS Totals Invoices 1 $200.00 Vendor 24325 - TAHOE SAND & GRAVEL OCT 2020 Pipe - Covers & Manholes Paid by Check #105507 10/31/2020 12/03/2020 11/30/2020 12/03/2020 19,225.31 Vendor 24325 - TAHOE SAND & GRAVEL Totals Invoices 1 $19,225.31 Vendor 15750 - THOMAS HAEN CO INC 20-8A 2018 Hydrants Project Paid by Check #105509 10/03/2020 12/03/2020 11/30/2020 12/03/2020 3,576.26 2042 Sewer Lateral, Bigelow/El Dorado Avenue Paid by Check #105508 11/07/2020 12/03/2020 11/30/2020 12/03/2020 16,973.50 20-8AR Accrued Construction Retainage Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 12,333.14 20-8B PRV, Pine Valley Rd Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 53,165.58 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 8 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 77 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 20-8BR Accrued Construction Retainage Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 6,620.00 20-8C Forcemain Bypass Al Tahoe Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 34,791.36 20-8CR Accrued Construction Retainage Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 36,360.06 20-8D Waterline - Ponderosa Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 38,063.56 20-8DR Accrued Construction Retainage Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 5,025.00 20-8ER Accrued Construction Retainage Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 1,468.63 20-8FR Accrued Construction Retainage Paid by Check #105509 12/03/2020 12/03/2020 11/30/2020 12/03/2020 6,152.02 Vendor 15750 - THOMAS HAEN CO INC Totals Invoices 11 $214,529.11 Vendor 47973 - US BANK CORPORATE ARCE1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 883.66 ASCHENBACH1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 1,781.00 BARTLETTB1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 2,342.82 BARTLETTC1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 310.61 BLEDSOE1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 1,498.00 COOLIDGE1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 532.00 CULLEN1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 445.22 GLAZEJ1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 328.00 GUTTRY1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 181.87 HENDERSON1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 325.22 HILTON1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 1,452.27 HUGHES1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 1,753.68 KAUFFMAN1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 728.85 NOLAN1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 43.59 RUTHERDALE1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 131.18 SHERMAN1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 198.94 SIANO1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 377.82 SKELLY1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 1,692.65 THIEL1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 74.06 THOMSEN1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 7.00 VANGORDEN1020 Oct 2020 Stmt Paid by Check #105510 10/22/2020 12/03/2020 11/30/2020 12/03/2020 1,009.29 Vendor 47973 - US BANK CORPORATE Totals Invoices 21 $16,097.73 Vendor 43718 - USA BLUE BOOK 413021 Shop Supplies Paid by Check #105511 11/09/2020 12/03/2020 11/30/2020 12/03/2020 302.62 419514 Shop Supplies Paid by Check #105511 11/16/2020 12/03/2020 11/30/2020 12/03/2020 398.99 Vendor 43718 - USA BLUE BOOK Totals Invoices 2 $701.61 Vendor 48794 - VERIZON CONNECT NWF INC OSV000002263494 Service Contracts Paid by Check #105512 11/01/2020 12/03/2020 11/30/2020 12/03/2020 703.00 Vendor 48794 - VERIZON CONNECT NWF INC Totals Invoices 1 $703.00 Vendor 49296 - VERIZON WIRELESS Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 9 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 78 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount NOVEMBER2020 TELEPHONE Paid by Check #105513 11/09/2020 12/03/2020 11/30/2020 12/03/2020 38.11 Vendor 49296 - VERIZON WIRELESS Totals Invoices 1 $38.11 Vendor 49517 - SABINE VILLAMAR 3107916 Clothes Washer Rebate Program Paid by Check #105514 11/18/2020 12/03/2020 11/30/2020 12/03/2020 200.00 Vendor 49517 - SABINE VILLAMAR Totals Invoices 1 $200.00 Vendor 48586 - VINCIGUERRA CONSTRUCTION 20-06 Meters Phase 5B Paid by Check #105515 12/03/2020 12/03/2020 11/30/2020 12/03/2020 22,715.00 20-06R Accrued Construction Retainage Paid by Check #105515 12/03/2020 12/03/2020 11/30/2020 12/03/2020 (1,135.75) Vendor 48586 - VINCIGUERRA CONSTRUCTION Totals Invoices 2 $21,579.25 Vendor 25700 - WEDCO INC 654918 Buildings Paid by Check #105516 11/11/2020 12/03/2020 11/30/2020 12/03/2020 43.61 655327 Buildings Paid by Check #105516 11/12/2020 12/03/2020 11/30/2020 12/03/2020 33.59 Vendor 25700 - WEDCO INC Totals Invoices 2 $77.20 Vendor 25850 - WESTERN NEVADA SUPPLY 18454380 Pipe - Covers & Manholes Paid by Check #105517 08/20/2020 12/03/2020 11/30/2020 12/03/2020 1,183.53 CM18420522 Pipe - Covers & Manholes Paid by Check #105517 08/20/2020 12/03/2020 11/30/2020 12/03/2020 (665.64) 18459839-1 Valves Elbows Ts Flanges Inventory Paid by Check #105517 08/31/2020 12/03/2020 11/30/2020 12/03/2020 852.08 38517777 Pipe Inventory Paid by Check #105517 10/06/2020 12/03/2020 11/30/2020 12/03/2020 252.14 18502889-1 Repair Clamps Inventory Paid by Check #105517 10/08/2020 12/03/2020 11/30/2020 12/03/2020 1,979.91 38533942 Boxes-Lids-Extensions Inventory Paid by Check #105517 10/16/2020 12/03/2020 11/30/2020 12/03/2020 330.56 38533936 Saddles & Fittings Inventory Paid by Check #105517 10/21/2020 12/03/2020 11/30/2020 12/03/2020 433.48 18550886 Saddles & Fittings Inventory Paid by Check #105517 11/02/2020 12/03/2020 11/30/2020 12/03/2020 3,631.05 18550886-1 Saddles & Fittings Inventory Paid by Check #105517 11/05/2020 12/03/2020 11/30/2020 12/03/2020 1,422.88 18543191-2 Saddles & Fittings Inventory Paid by Check #105517 11/09/2020 12/03/2020 11/30/2020 12/03/2020 397.50 18543191-3 Saddles & Fittings Inventory Paid by Check #105517 11/10/2020 12/03/2020 11/30/2020 12/03/2020 265.00 CM18560761 Boxes-Lids-Extensions Inventory Paid by Check #105517 11/11/2020 12/03/2020 11/30/2020 12/03/2020 (3,192.47) 18571288 Saddles & Fittings Inventory Paid by Check #105517 11/16/2020 12/03/2020 11/30/2020 12/03/2020 2,518.66 18525873 Meters & Parts Inventory Paid by Check #105517 11/18/2020 12/03/2020 11/30/2020 12/03/2020 3,666.75 Vendor 25850 - WESTERN NEVADA SUPPLY Totals Invoices 14 $13,075.43 Grand Totals Invoices 199 $1,013,362.32 Run by Theresa Sherman on 11/24/2020 10:00:59 AM Page 10 of 10 Payment of Claims Payment Date Range 11/20/20 - 12/03/20 Report By Vendor - Invoice Summary Listing 42897 - CWEA Dues - Memberships Void Check #103837 04/02/2020 -89.00 Revised Total $1,013,273.32 79 BOARD AGENDA ITEM 15a TO: Board of Directors FROM: John Thiel, General Manager Liz Kauffman, Human Resources Director MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Closed Session – Management Negotiations REQUESTED BOARD ACTION: Direct Staff DISCUSSION: Pursuant to Government Code Section 54957(a)/Conference with Labor Negotiators re: Management Group. Present at this Closed Session will be Agency Negotiators: John Thiel/General Manager and Liz Kauffman, Human Resources Director. SCHEDULE: N/A COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: General GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO _____________ General Manager John A. Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 80 BOARD AGENDA ITEM 15b TO: Board of Directors FROM: Liz Kauffman, Human Resources Director MEETING DATE: December 3, 2020 ITEM – PROJECT NAME: Public Employee Evaluation – General Manager REQUESTED BOARD ACTION: Conduct Evaluation Process DISCUSSION: Pursuant to Section 54957 of the California Government Code, Closed Session may be held regarding public employee evaluation for unrepresented employee position - General Manager. SCHEDULE: N/A COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: General GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO _____________ General Manager John A. Thiel Directors Chris Cefalu Duane Wallace Randy Vogelgesang Kelly Sheehan Nick Exline 81