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20220519 District Board Agenda Packet May 19, 2022 SOUTH TAHOE PUBLIC UTILITY DISTRICT REGULAR BOARD MEETING AGENDA Thursday, May 19, 2022 - 2:00 p.m. District Board Room 1275 Meadow Crest Drive, South Lake Tahoe, California David Peterson, Vice President BOARD MEMBERS Kelly Sheehan, President Chris Cefalu, Director Shane Romsos, Director Nick Exline, Director John Thiel, General Manager Paul Hughes, Chief Financial Officer 1. CALL TO ORDER REGULAR MEETING – PLEDGE OF ALLEGIANCE (At this time, please silence phones and other electronic devices so as not to disrupt the business of the meeting.) 2. COMMENTS FROM THE AUDIENCE (This is an opportunity for members of the public to address the Board on any short non-agenda items that are within the subject matter jurisdiction of the District. No discussion or action can be taken on matters not listed on the agenda, per the Brown Act. Each member of the public who wishes to comment shall be allotted five minutes, and no more than three individuals shall address the same subject.) 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR (For purposes of the Brown Act, all Action and Consent items listed give a brief description of each item of business to be transacted or discussed. Recommendations of the staff, as shown, do not prevent the Board from taking other action.) 4. ADOPTION OF CONSENT CALENDAR (Any item can be removed to be discussed and considered separately upon request. Comments and questions from members of the public, staff or Board can be taken when the comment does not necessitate separate action.) 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION 6. ITEMS FOR BOARD ACTION a. Accessory Dwelling Unit Revisions to the Administrative Code (Tim Bledsoe, Manager of Customer Services) Approve Ordinance No. 582-22 Amending Section 1 to Add Sections 1.1.2 AND 1.1.86 and Amending Sections 3.1.11, 3.1.15, 3.1.49, 4.2.10, 4.3.2, AND 4.5.2 of the Administrative Code Regarding Accessory Dwelling Units and Junior Accessory Dwelling Units. b. Fiscal Year 2022/23 Water and Sewer Service Charge Rates (Paul Hughes, Chief Financial Officer) (1) Authorize the use of Sewer Rate Stabilization Funds in the amount of $2 million in Fiscal Year 2022/23; and, (2) Approve Resolution No. 3220-22 confirming the water and sewer service charge rate increases of 9% and 8% for Fiscal Year 2022/23. REGULAR BOARD MEETING AGENDA – May 19, 2022 PAGE – 2 c. Fiscal Year 2022/23 Sewer Enterprise Fund Budget (Paul Hughes, Chief Financial Officer) Adopt Resolution No. 3221-22 adopting the Fiscal Year 2022/23 Sewer Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. d. Fiscal Year 2022/23 Water Enterprise Fund Budget (Paul Hughes, Chief Financial Officer) Adopt Resolution No. 3222-22 adopting the Fiscal Year 2022/23 Water Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. e. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Approve Payment of Claims in the amount of $1,000,450.96. 7. STANDING AND AD-HOC COMMITTEES AND LIAISON REPORTS (Discussions may take place; however, no action will be taken.) 8. BOARD MEMBER REPORTS (Discussions may take place; however, no action will be taken.) 9. EL DORADO WATER AGENCY PURVEYOR REPORT 10. STAFF/ATTORNEY REPORTS (Discussions may take place; however, no action will be taken.) a. Payment of Claims Process Alternatives (Gary Kvistad, Attorney) 11. GENERAL MANAGER REPORT (Discussion may take place; however, no action will be taken.) a. Staffing Update b. Red Lake Area Water Quality c. California Tahoe Alliance d. United States Forest Service Meetings e. Tahoe Water Suppliers Association 12. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS Past Meetings/Events 05/05/2022 – 2:00 p.m. Regular Board Meeting at the District 05/10/2022 – 3:30 p.m. System Efficiency and Sustainability Committee at the District 05/11/2022 – 10:00 a.m. El Dorado Water Agency Meeting in Placerville 05/16/2022 – 3:30 p.m. Operations Committee Meeting at the District Future Meetings/Events 06/02/2022 - 2:00 p.m. Regular Board Meeting at the District 13. 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 Section 54957.6 of the California Government Code. Closed Session may be held for conference with Labor Negotiators: John Thiel, General Manager; Paul Hughes, Chief Financial Officer; and Liz Kauffman, Human Resources Director, regarding Memorandum of Understanding with Stationary Engineers, Local 39. REGULAR BOARD MEETING AGENDA – May 19, 2022 PAGE – 3 b. Pursuant to Government Code Section 54957(a)/Conference with Labor Negotiators: Memorandum of Understanding with Management Group. Present at this Closed Session will be Agency Negotiators: John Thiel, General Manager; Paul Hughes, Chief Financial Officer; and Liz Kauffman, Human Resources Director. ADJOURNMENT (The next Regular Board Meeting is Thursday, June 2, 2022, 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 – May 19, 2022 PAGE – 4 SOUTH TAHOE PUBLIC UTILITY DISTRICT CONSENT CALENDAR Thursday, May 19, 2022 ITEMS FOR CONSENT a. RESOLUTION TO SUBMIT APPLICATION FOR WATERLINE UPGRADES AND IMPROVEMENT PROJECT CONSTRUCTION LOAN FROM STATE WATER RESOURCES CONTROL BOARD DRINKING WATER STATE REVOLVING LOAN FUND (Yesenia Pacheco, Grants Coordinator) Adopt Resolution No. 3219-22 to Apply for Waterline Upgrades and Improvement Project Construction Loan. b. BIJOU 1 WATERLINE REPLACEMENT PROJECT (Julie Ryan, Engineering Department Manager) (1) Approve the proposed Scope of Work from NCE to provide engineering services for the Bijou 1 Waterline Replacement Project; and, (2) Authorize the General Manager to execute Task Order No. 2 in the amount $135,860. c. ENVIRONMENTAL FILING FOR VARIOUS PIPELINE REPLACEMENT PROJECTS (Adrian Combes, Senior Engineer) (1) Authorize staff to file Categorical Exemption for the Initial Study for the District-Wide Water and Sewer Facilities Upgrade Project; (2) Authorize staff to file a Notice of Exemption for the Tiered Initial Study for the Bijou No.1 and Herbert Walkup Waterline and Facilities Upgrade Project; and, (3) Authorize staff to file a Notice of Exemption for the Tiered Initial Study for the Apache Avenue and Lake Tahoe Boulevard Waterline and Facilities Upgrade Project. d. REGULAR BOARD MEETING MINUTES: April 21 and May 5, 2022 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approve April 21 and May 5, 2022, Minutes. BOARD AGENDA ITEM 4a TO: Board of Directors FROM: Yesenia Pacheco, Grants Coordinator MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Resolution to submit application for Waterline Upgrades and Improvement Project Construction Loan from State Water Resources Control Board Drinking Water State Revolving Loan Fund. REQUESTED BOARD ACTION: Adopt Resolution No. 3219-22 to Apply for Waterline Upgrades and Improvement Project Construction Loan. DISCUSSION: District staff is preparing the submission of an application for a Drinking Water State Revolving Loan not to exceed $13,046,932 for the Waterline Upgrades and Improvement Project. The attached Reimbursement Resolution is 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. 3219-22 _____________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 RESOLUTION NO. 3219-22 A RESOLUTION BY THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT REIMBURSEMENT RESOLUTION FOR THE WATERLINE UPGRADE & IMPROVEMENT 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 monies ("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 W ater 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 monies of the Agency; and WHEREAS, the Agency has determined that those monies 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 W ater Board of the Project Funds. SECTION 2. The reasonably expected maximum principal amount of the Project Funds is $13,046,932. 2 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 monies 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 has 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 the 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. 3219-22 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 19th day of May, 2022, by the following vote: AYES: NOES: ABSENT: ___________________________________________ Kelly Sheehan, Board President South Tahoe Public Utility District ATTEST: ____________________________________ Marla Sharp, Assist Clerk of the Board South Tahoe Public Utility District Resolution No. 3219-22 Page 2 May 19, 2022 3 BOARD AGENDA ITEM 4b TO: Board of Directors FROM: Julie Ryan, Engineering Department Manager MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Bijou 1 Waterline Replacement Project REQUESTED BOARD ACTION: (1) Approve the proposed Scope of Work from NCE to provide engineering services for the Bijou 1 Waterline Replacement Project; and, (2) Authorize the General Manager to execute Task Order No. 2 in the amount $135,860. DISCUSSION: In 2013, the District issued a Request for Proposals (RFP) seeking engineering support services for waterline replacement design. NCE was one of two firms selected at that time to prepare designs for future waterline projects. Due to funding limitations and a shift in District priority toward water meter installation, NCE was directed to stop work before their design began, and their services were largely unutilized. Now, with the expansion of the waterline replacement program and the need for “shovel ready” projects to be eligible for outside funding, staff has requested that NCE update their Statement of Qualifications and provide a new Proposal to design the Bijou 1 Waterline Replacement Project (Project). The proposed team includes some of their prior members, and some new, well-qualified additions. Staff recommends the NCE team for this waterline design. The Project is currently budgeted for construction in 2027. However, the District is pursuing multiple sources of outside funding for this Project which would accelerate construction to 2023 or 2024. If outside funding opportunities were not available, this Project would be worked into the staff schedule and designed in-house. But because the District is already utilizing its staff resources to design nearly 30,000 feet of waterline projects for construction in 2023 and 2024, the District needs outside support to prepare this additional Project. The Project replaces approximately 6,200 feet of undersized and poor condition steel waterlines in the Deer Park and Takela/Fremont neighborhoods (see vicinity map, attached). The Project will upsize water mains, replace water services (tying them to new meters installed in 2016), and add fire hydrants at 500 feet spacing throughout the neighborhood. This Project will also install meters at a few of the remaining locations (in this neighborhood) that were skipped in 2016 due to their complexity. The total anticipated Project cost is $2,632,000. General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 4 Julie Ryan Page 2 May 19, 2022 The proposed work will be performed in two phases. Phase 1, being authorized under this request, includes Tasks 1 through 4, and carries the Project through 90% design. Phase 1 is expected to be complete by late September. At that point, if funding is likely for construction in 2023, staff will return to the Board to request authorization of Phase 2 (Tasks 5 to 9), to prepare construction documents and carry the Project through bidding and construction. If funding is delayed, then the design will be shelved and resume when funding is secured. The work will be performed by NCE under the District’s Master Services Agreement for consulting services (dated September 27, 2013) and Task Order No. 2 for Phase 1 (Tasks 1 through 4) of the defined Scope of Work (attached), on a time and materials basis not to exceed $135,680. SCHEDULE: May 2022 – December 2023 COSTS: $135,860 ACCOUNT NO: 2030.7520 (BIJ1WL) BUDGETED AMOUNT AVAILABLE: $150,000 ATTACHMENTS: Scope of Work, Map, Schedule, Rates ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 5 Lake Tahoe, NV P.O. Box 1760 Zephyr Cove, NV 89448 (775) 588-2505 STPUD Bijou #1 Waterline Project Project Understanding The Bijou #1 Waterline Project (Project) is focused in the Deer Park neighborhood and will improve water system reliability and fire flow. Older steel watermains are prone to failure and will be replaced with new larger pipelines. South Tahoe Public Utility District (STPUD) requires 8-inch minimum pipelines in most areas with certain exceptions. The area is currently served by 1.5-inch to 6-inch pipelines. Areas of work noted in Attachment “A” include Juniper Ave, Long Valley Ave, Ash Ave, Pickett Ave, Fir Ave, Treehaven Dr, Sandy Way and Mono Ln. Takela Dr is not a part of the project. Total length of new waterline is estimated at 6,200 linear feet excluding services with over 100 service connections. Services will be replaced and connected to existing meters. Fire Hydrants will be replaced and or added in areas as required by STPUD and/or the local fire district. The terrain is gently sloping and no SEZ’s were noted on available mapping. STPUD is pursuing two different sources of funding for this project: State Revolving Fund and CA State Appropriations. These requirements will be incorporated into the bid documents. Scope of Services Task 1 – Project Management NCE’s Project Manager will serve as STPUD’s single point of contact on the contract and will have primary responsibility for both, coordinating the efforts of the project team and subconsultants, and on-going coordination of project activities for the duration of the work. Specific project management tasks include project initiation and administration, monthly budget monitoring and invoicing, processing subconsultant invoicing, and scheduling. NCE’s Project Manager will keep STPUD’s Project Manager well informed of progress with informal briefings every two weeks via email or phone call. NCE will facilitate a kick-off meeting with the District and prepare the agenda and meeting notes. Deliverables: Monthly invoices Project schedule Phone calls and/or emails every 2 weeks to the STPUD Project Manager Kick-off meeting agenda and notes Assumption: Project management duration during Tasks 1 through 7 assumed to be 10 months (approx. May 2022 through February 2023). Task 2 – Topographic Survey and Utility Mapping NCE will prepare a topographic base map with survey boundaries generally limited to the right-of-way of work areas and 5-feet into private property where unfenced access is possible. This task will be completed with support from our subcontractor Dundas Geomatics. The survey will be based on Californian Zone II 6 2 | Page State Plain Coordinates and NAVD88 vertical datum. NCE will use Drone based LIDAR and low altitude photogrammetry mapping in conjunction with supplemental ground survey to create a topo base map. The survey work will capture substantial existing surface features such as fences, roads/driveways, pathways/trails, miscellaneous hardscape, surface utilities (with invert elevation for gravity systems), signs, tree trunk locations (over 6” in diameter), and other observed significant features. Spot grades will be shown where required with no contours shown. NCE will request STPUD file a USA 811 Ticket for utility locating prior to survey. The survey will capture utility markings available at the time of survey. NCE will perform records research, search and tie existing monuments, and determine the resolved property lines for the Project area. NCE will perform utility research and solicit for and collect utility facility mapping and available as-builts. This information along with STPUD GIS data will be incorporated into the topographic survey to prepare a base map for the Project area. Deliverables: Topographic Survey, AutoCAD Format Utility Mapping Requests Project Base Map – AutoCAD Format Assumptions: Work areas per Attachment “A”. Total ROW mapping required is estimated at 6,200 LF. Topographic contour mapping not required Task 3 – Preliminary Design (50% P&E) NCE will develop 50% design plans and a preliminary engineer’s estimate of probable construction cost in accordance with STPUD standards and comments from the concept design review. NCE will provide a courtesy progress submittal of the 50% P&E to the City of South Lake Tahoe Fire and Public Works Departments. NCE anticipates the following plan sheets: Title Sheet General Notes Material Specifications, Abbreviations, and Legend Site Plan and Sheet Key Map Waterline Plan Sheets (12) @ 1” =20’ Paving Plans (6) @ 1”=20’ Detail Sheets (4) Traffic Control Work Zone Plan The plans will be prepared in AutoCAD Civil 3D 2022, 22” x 34” sheets, drawn at a scale of 1”=20’. NCE will prepare technical specifications from STPUD templates and will prepare the engineer’s estimate of probable construction cost in MS Excel format based on the most recent construction cost data available to NCE. This estimate will be updated and refined in the subsequent design phases. 7 3 | Page NCE’s Senior Construction Inspector will perform a constructability review prior to submission of the 50% design documents. The relevant findings and comments from the constructability review will be incorporated into the design. Deliverables: 50% plans - electronic files only Progress submittals to the City of South Lake Tahoe Fire and Public Works Departments (one full size hard copy each) Assumptions: Construction BMP’s to be shown on Plan sheets Pavement Structural Design not included Hydraulic Modeling not included Waterline profiles not required except at vertical offsets STPUD to provide Technical Specification template in Word format Task 4 – 90% Design (90% P&E) NCE will address STPUD’s review comments on the preliminary design and prepare the 90% PS&E. The 90% Plans and Technical Specifications will reference conformance to the latest regulations and standards by TRPA, AWWA, State of California DDW, Caltrans, City of South Lake Tahoe, El Dorado County, and STPUD, as appropriate. Technical provisions will be prepared with approved deviations from standards where allowed and for items not adequately covered in the standard regulations. The 90% Plans will include the necessary technical information expected at this design stage including appropriate details and detailed connections as well as paving limits as agreed to with the City. The 90% PS&E will be submitted to STPUD for review and comment. If requested and deemed beneficial, NCE will meet with STPUD to review the comments prior to preparing the Final PS&E. NCE will prepare the technical specifications and will update the engineer’s estimate of probable construction cost with the latest quantity take-off and available unit prices. Deliverables: 90% plans - electronic files only QA/QC prior to 90% P&E issuance Task 5 – Construction Documents (Final PS&E) NCE will address STPUD’s review comments on the 90% P&E and prepare the Final PS&E. The Final Plans and Technical Specifications will show necessary technical information for a final plan submittal including layout information, details, and construction notes. The final plans and specifications will be signed and sealed by a California Registered Professional Civil Engineer in responsible charge of preparation. The engineer’s estimate of probable construction cost will be updated with the final quantity take-off and latest available unit prices. The Plans and specifications will be submitted to STPUD for bidding purposes. Deliverables: Final plans - electronic files only Final plans and technical specifications for bidding purposes 8 4 | Page QA/QC prior to Final issuance Assumptions: STPUD to provide Front-end Contract document template in Word format. STPUD is pursuing two different sources of funding for this project: State Revolving Fund and CA State Appropriations. These requirements will be incorporated into the bid documents Task 6 – Permitting Assistance NCE will support the District with preparation of the following permits and notifications: Deliverables: City of South Lake Tahoe Encroachment Permit application and coordination Letter to TRPA notifying them of the project and Exempt status under STPUD’s MOU. Letter to Department of Drinking Water requesting design waivers for areas in conflict with design requirements. Assumptions: TRPA permitting is not required Preparation of a SWPPP is not included nor anticipated CEQA and NEPA by others. Project is expected to be Categorically Exempt Environmental Studies are not included Permit Fees to be paid for by STPUD Task 7 – Bidding Support Services NCE will be available during the bidding process to answer technical questions and respond to RFIs. Questions and responses will be documented and provided to STPUD. Questions regarding legal aspects of the contract documents will be referred directly to STPUD. Deliverables: Up to two addendums, if required, in Word and PDF formats Conformed Documents –PDF format Assumptions: Attendance at the pre-bid meeting and bid tabulation are not included. 2-month maximum Bid period. Task 8 – Construction Support Services Task 8a – Basic Construction Support Review and respond to up to five RFIs Review and respond to up to five submittals Participation in up to two construction meetings Project Management 9 5 | Page Task 8b – Optional Construction Support Attend Preconstruction Conference Engineer representation at up to twenty weekly on-site progress meetings Review of materials testing results Prepare field variances and field changes documentation as it pertains to design Review Traffic control plan submittal Review Contractor change orders Review of monthly pay requests Additional Project Management Task 8c – Optional Construction Observation Construction observation and coordination with the STPUD project manager and inspector (assumes 3 hours on site per day, 300 hours total maximum) Observe the improvements are constructed per plan Coordinate materials testing activities; grab samples as needed Senior Construction Manager Support of task 8b Exclusions: Construction Staking Performing materials testing activities or sample delivery Coordination with community during construction SWPPP preparation or monitoring Assumptions: STPUD to manage construction contract 100 construction working days Task 9 – As-built Drawings NCE will incorporate the Contractor’s construction drawings that include design changes into record as- built drawings. NCE will prepare an as-built survey of water system surface features including valve cans, meters, and hydrants. The final record drawings will be identified, dated, and signed as the record drawings and will contain the engineer’s stamp and signature. Deliverables: Final record drawings - electronic files only Assumptions: A field set of project drawings incorporating contractor record drawing mark-ups shall be maintained by others and provided to NCE. 10 11 ID Task Name Start Finish Duration 1 Notice to Proceed Thu 5/19/22 Thu 5/19/22 0 days 2 Task 1. Project Management Thu 5/19/22 Thu 1/19/23 176 days 3 Task 2. Survey and Mapping Mon 5/23/22 Fri 7/1/22 30 days 4 Begin Field Work Mon 5/23/22 Mon 5/23/22 0 days 5 Survey due to NCE Mon 6/20/22 Mon 6/20/22 0 days 6 Project Base Map Complete Fri 7/1/22 Fri 7/1/22 0 days 7 Task 3. 50% Design Wed 7/6/22 Fri 8/26/22 38 days 8 Prepare 50% PS%E Wed 7/6/22 Fri 7/29/22 18 days 9 Constructability Review Fri 7/22/22 Fri 7/22/22 1 day 10 50% QAQC Mon 8/1/22 Fri 8/5/22 5 days 11 Submit 50% PS&E to STPUD Fri 8/12/22 Fri 8/12/22 0 days 12 Submit to Fire District Fri 8/12/22 Fri 8/12/22 0 days 13 Submit to City Fri 8/12/22 Fri 8/12/22 0 days 14 STPUD Review Mon 8/15/22 Fri 8/26/22 10 days 15 Task 4. 90% Design Mon 8/29/22 Fri 10/7/22 30 days 16 Prepare 90% PS&E Mon 8/29/22 Wed 9/14/22 13 days 17 90% QAQC Thu 9/15/22 Wed 9/21/22 5 days 18 Submit 90% PS&E to STPUD Wed 9/28/22 Wed 9/28/22 0 days 19 STPUD Review Thu 9/29/22 Fri 10/7/22 7 days 20 Task 5. Construction Drawings Mon 10/10/22 Wed 11/30/22 38 days 21 Prepare 100% PS&E Mon 10/10/22 Fri 10/28/22 15 days 22 100% QAQC Mon 10/31/22 Fri 11/4/22 5 days 23 Submit 100% PS&E to STPUD Mon 11/14/22 Mon 11/14/22 0 days 24 STPUD Review Tue 11/15/22 Mon 11/21/22 5 days 25 Final Edits Tue 11/22/22 Wed 11/30/22 7 days 26 Publish for Bid Wed 11/30/22 Wed 11/30/22 0 days 27 Task 6. Permitting Assistance Mon 8/8/22 Fri 12/30/22 105 days 28 Task 7. Bidding Support Services Wed 11/30/22 Thu 1/19/23 36 days 29 Advertise Wed 11/30/22 Wed 11/30/22 0 days 30 Open Bids Wed 1/11/23 Wed 1/11/23 0 days 31 Award Thu 1/19/23 Thu 1/19/23 0 days 5/19 5/23 6/20 7/1 8/12 8/12 8/12 9/28 11/14 11/30 11/30 1/11 1/19 24 1 8 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 28 4 11 18 25 2 9 16 23 30 6 13 20 27 4 11 18 25 1 8 15 22 29 5 May '22 Jun '22 Jul '22 Aug '22 Sep '22 Oct '22 Nov '22 Dec '22 Jan '23 Feb '23 Task Split Milestone Summary Project Summary Inactive Task Inactive Milestone Inactive Summary Manual Task Duration-only Manual Summary Rollup Manual Summary Start-only Finish-only External Tasks External Milestone Deadline Progress Manual Progress South Tahoe Public Utility District Bijou #1 Waterline Project 12 Fee Proposal for Bijou 1 Waterline Project Task No.Description Principal Engineer Senior II Engineer Staff II Engineer Senior Designer Senior Construction Manager Clerical Expenses Subconsultant Totals Bijou #1 Waterline Project 2022 Hourly Rate $285.00 $195.00 $155.00 $160.00 $150.00 $95.00 1 Project Management 12 119 0 28 0 18 177 job setup 2 8 2 monthly schedule, budget and invoice - 10 months 6 30 10 subconsultant admin and invoicing 6 6 kickoff meeting, agenda, notes 16 8 $250.00 initial schedule 4 progress meetings every 2 weeks 30 10 ongoing coordination 4 25 10 Subtotal Fees $3,420.00 $23,205.00 $0.00 $4,480.00 $0.00 $1,710.00 $250.00 $0.00 $33,065.00 2 Topographic Survey and Utility Mapping 0 17 8 18 0 0 43 Subconsultant - Dundas Geomatics $27,500.00 15% markup $4,125.00 support during survey 2 utility research 88 2 create base map and review 3 16 $250.00 site visit/review USA - premarking and staking (by others)4 Subtotal Fees $0.00 $3,315.00 $1,240.00 $2,880.00 $0.00 $0.00 $250.00 $31,625.00 $39,310.00 3 Preliminary Design (50% PS&E)0 69 0 126 12 3 210 review STPUD Comments 4 2 review STPUD Standards 4 2 2 verification site visits 8 50% plans 12 110 1 $250.00 50% specifications 24 2 50% estimate 88 Constructability review 4 12 progress submittals to City 4 plotting/PDF to STPUD 1 4 Subtotal Fees $0.00 $13,455.00 $0.00 $20,160.00 $1,800.00 $285.00 $250.00 $0.00 $35,950.00 4 90% Design (90% PS&E)12 44 0 90 4 3 153 review STPUD Comments 4 2 1 verification site visits 4 90% plans 8 75 1 $250.00 90% specifications 16 2 90% estimate 88 Constructability review 1 4 QAQC 12 2 1 plotting/PDF to STPUD 1 4 Subtotal Fees $3,420.00 $8,580.00 $0.00 $14,400.00 $600.00 $285.00 $250.00 $0.00 $27,535.00 5 Construction Documents (Final PS&E)8 25 0 54 0 5 92 review STPUD/Agency comments 4 6 site visits - none 0 100% Front end documents 2 1 100%Special Provisions 2 1 100%Technical Specifications 8 2 100% Plans 5 40 1 $250.00 QAQC 8 1 4 progress submittals to City 2 plotting/PDF to STPUD 1 4 Subtotal Fees $2,280.00 $4,875.00 $0.00 $8,640.00 $0.00 $475.00 $250.00 $0.00 $16,520.00 6 Permitting Assistance 0 20 0 16 0 0 36 City Encroachment Perimit 4 4 $250.00 City Grading Permit 4 4 $250.00 TRPA letter 4 DDW Letter 88 no SWPPP no CEQA no NEPA Subtotal Fees $0.00 $3,900.00 $0.00 $2,560.00 $0.00 $0.00 $500.00 $0.00 $6,960.00 7 Bidding Support Services 0 18 0 14 0 0 32 no prebid meeting 0 bidding Q&A 82 Addenda 64 Conformed Documents 4 8 $250.00 Subtotal Fees $0.00 $3,510.00 $0.00 $2,240.00 $0.00 $0.00 $250.00 $0.00 $6,000.00 Subtotal Tasks 1 - 7 $165,340.00 8a Basic Construction Support Services 0 55 0 10 0 8 73 Up to five RFIs 10 5 Up to five submittals 10 5 $100.00 Project Management 35 8 Subtotal Fees $0.00 $10,725.00 $0.00 $1,600.00 $0.00 $760.00 $100.00 $0.00 $13,185.00 8b Optional Construction Support Services 0 119 0 25 0 4 148 Precon meeting 4 weekly construction meetings, agendas and summaries 20 schedule review 10 review materials testing results (30 tests)15 review/document field variances/changes (1/week)25 25 change order review 10 $250.00 Additional Project Management 35 4 Subtotal Fees $0.00 $23,205.00 $0.00 $4,000.00 $0.00 $380.00 $250.00 $0.00 $27,835.00 8c Optional Construction Observation Services 0 0 0 0 400 0 400 construction observation (additional 3hrs/day)300 support Task 8b efforts 100 Subtotal Fees $0.00 $0.00 $0.00 $0.00 $60,000.00 $0.00 $0.00 $0.00 $60,000.00 9 As-built Drawings 0 3 0 28 0 0 31 Dundas Geomatics $2,400.00 15% mark up $360.00 incorporate field changes into drawings 2 24 $250.00 PDF to STPUD 14 Subtotal Fees $0.00 $585.00 $0.00 $4,480.00 $0.00 $0.00 $250.00 $2,760.00 $8,075.00 Total Hours 32 489 8 409 416 41 Subtotal Tasks 8a-8c, 9 109,095.00$ Total Fee $9,120.00 $95,355.00 $1,240.00 $65,440.00 $62,400.00 $3,895.00 $2,600.00 $34,385.00 $274,435.00 5/6/2022 113 BOARD AGENDA ITEM 4c TO: Board of Directors FROM: Adrian Combes, Senior Engineer MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Environmental Filing for Various Pipeline Replacement Projects REQUESTED BOARD ACTION: (1) Authorize staff to file a Categorical Exemption based on the Initial Study for the District-Wide Water and Sewer Facilities Upgrade Project; (2) Authorize staff to file a Notice of Exemption for the Tiered Initial Study for the Bijou No.1 and Herbert Walkup Waterline and Facilities Upgrade Project; and, (3) Authorize staff to file a Notice of Exemption for the Tiered Initial Study for the Apache Avenue and Lake Tahoe Boulevard Waterline and Facilities Upgrade Project. DISCUSSION: The District has extensive plans for waterline and sewer line replacements in the next ten years. To get a jump start on environmental documentation requirements of the California Environmental Quality Act (CEQA) and to comply with loan requirements of the California State Revolving Fund, in August 2020, the Board authorized staff to work with its consultants to prepare a District-Wide Initial Study for future pipeline replacement projects (water and sewer) within the rights-of-way. The study determined that these pipeline replacements projects qualify for CEQA Categorical Exemption because the District is performing work to maintain or replace existing facilities with negligible expansion. Pipeline replacements falling within a stream environment zone (SEZ) or outside of the rights-of-way were excluded from the study. As determined by the District-Wide Initial Study, follow-up tiered initial studies are required for specific project areas when the project extends outside the right-of-way or in an SEZ. These tiered studies have been performed for four specific pipeline projects and split into two reports. The first report is for the Bijou No. 1 and Herbert-Walkup Waterline Replacement Projects and the second report is for the Apache Avenue and General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 14 Adrian Combes Page 2 May 19, 2022 Lake Tahoe Boulevard Waterline Replacement Projects, because these projects have pipeline work within the boundaries of SEZs. These studies also determined that the work on these four projects qualify for CEQA Categorical Exemptions because the projects are not anticipated to have any substantial environmental impact, even in SEZ areas. With approval, staff will file a Notice of Exemption for the three reports listed above with the El Dorado County Clerk and the State Clearing House. SCHEDULE: Upon approval COSTS: Approximately $200 ACCOUNT NO: 20.30.6650 BUDGETED AMOUNT AVAILABLE: $1,219 ATTACHMENTS: None ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 15 SOUTH TAHOE PUBLIC UTILITY DISTRICT David Peterson, Vice President BOARD MEMBERS Kelly Sheehan, President Chris Cefalu, Director Shane Romsos, Director Nick Exline, Director John Thiel, General Manager Paul Hughes, Chief Financial Officer REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT April 21, 2022 MINUTES The South Tahoe Public Utility District Board of Directors met in a regular session, 2:00 p.m., at the District Office, located at 1275 Meadow Crest Drive, South Lake Tahoe, California. ROLL CALL: Board of Directors: President Sheehan, Directors Romsos, Exline Absent: Directors Cefalu, Peterson Staff: John Thiel, Gary Kvistad, Paul Hughes, Melonie Guttry, Mary Alsbury, Ivo Bergsohn, Chris Stanley, Dan Arce, Tim Bledsoe, Jessica Henderson, Cuz Cullen, Julie Ryan Guests: Shawn Koorn, HDR Engineering 1. PLEDGE OF ALLEGIANCE: 2. COMMENTS FROM THE AUDIENCE: None 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR: Melonie Guttry announced that Action Items 6a and 6b should be Items 7a and 7b. 4. ADOPTION OF CONSENT CALENDAR: Moved Romsos/Second Exline/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Absent/Exline Yes to approve the Consent Calendar with changes as presented. a. VIRTUAL BOARD MEETINGS RELATED TO ASSEMBLY BILL 361 DUE TO COVID-19 STATE OF EMERGENCY PROCLAMATION (John Thiel, General Manager) Approved Resolution No. 3216-22 allowing for South Tahoe Public Utility District to conduct virtual public meetings for 30 days. b. RESOLUTION FOR BUREAU OF RECLAMATION WATERSMART SMALL-SCALE WATER EFFICIENCY PROJECTS FISCAL YEAR 2022 GRANT (Yesenia Pacheco, Grants Coordinator) 16 REGULAR BOARD MEETING MINUTES: April 21, 2022 PAGE – 2 Adopted Bureau of Reclamation WaterSMART Small-Scale Water Efficiency Projects Grant Program Resolution No. 3217-22 approving grant funding for a Pressure Reducing Valve Installation Program. c. TALLAC CREEK SEWER CROSSING (Ivo Bergsohn, Hydrogeologist) Accepted the Cost Proposal from Northwest Hydraulic Consultants, to provide engineering services for construction of the Tallac Creek Sewer Pipeline Protection Project in the amount of $48,794. d. REGULAR BOARD MEETING MINUTES: April 7, 2022 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approved April 7, 2022, Minutes. 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION None 6. PRESENTATION: Shawn Koorn of HDR Engineering, provided a PowerPoint presentation and addressed questions from the Board and staff. By Consensus, the Board directed staff to develop sewer capacity charges based on structural square footage and water capacity based on meter size, as presented today. 7. ITEMS FOR BOARD ACTION a. Adoption of the first five-year update to the Alternative Plan for the portion of the Tahoe Valley South Subbasin located within the South Tahoe Public Utility District’s jurisdictional boundaries (Ivo Bergsohn, Hydrogeologist) – President Sheehan opened the Public Hearing at 2:29 p.m. to receive public comments regarding the South Tahoe Public Utility District’s consideration and proposed adoption of the first five-year update to the Alternative Plan for the portion of the Tahoe Valley South Subbasin located within its jurisdictional boundaries. Ivo Bergsohn provided a PowerPoint presentation regarding the Alternative Plan and addressed questions from the Board. There were no public comments received and the Public Hearing was closed at 3 :00 p.m. Moved Sheehan/Second Romsos/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Absent/Exline Yes to adopt Resolution No. 3215-22 adopting the first five-year update to the Alternative Plan for the portion of the Tahoe Valley South Subbasin located within its jurisdictional boundaries. b. First five-year update of the Alternative Plan for the portion of the Tahoe Valley South Subbasin located within the South Tahoe Public Utility District’s jurisdictional boundaries (Ivo Bergsohn, Hydrogeologist) – Ivo Bergsohn provided details regarding the first five-year update of the Alternative Plan for portion of the Tahoe Valley South Subbasin superseding the 2014 Groundwater Management Plan and addressed questions from the Board. Moved Romsos/Second Sheehan/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Absent/Exline Yes to adopt Ordinance 580-22 repealing Section 7 of the Administrative Code regarding the District’s 2014 Groundwater Management Plan. 17 REGULAR BOARD MEETING MINUTES: April 21, 2022 PAGE – 3 Attorney Kvistad commented that this Ordinance Section may come back to the Board at a later time, specifically related to action necessary to implement the Groundwater Alternative Plan. c. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Moved Sheehan/Second Exline/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Absent /Exline Yes to approve Payment of Claims in the amount of $1,919,830.12. 8. STANDING AND AD-HOC COMMITTEES AND LIAISON REPORTS: Director Exline reported that the Ad-Hoc Solar Committee met to discuss details for the solar program. Director Romsos added that solid plans for action are coming to the Board very soon. Director Romsos reported that the Operations Committee met on Monday, April 18, 2022, and Julie Ryan provided details regarding Red Lake Road ongoing water quality complaints (color and odor), and addressed questions from the Board. She provided details of the issue, which is not associated with health conditions, just affecting color and odor and that the District is working through mitigation measures. Chris Stanley added that the State Water Board is aware of this issue and the District has been in contact with representatives there. 9. BOARD MEMBER REPORTS: Director Exline reported Shelly Thomsen has been working on details for Earth Day festivities and that the Board appreciates those efforts. 10. EL DORADO WATER AGENCY PURVEYOR REPORT: John Thiel reported Ivo Bergsohn provided a presentation at the regular meeting on April 13, 2022. John Thiel and Dave Peterson had a meeting with Ken Payne regarding funding for cost share programs and ongoing funding for the Groundwater Sustainability Agency and additional collaboration regarding state and federal lobbying. 11. STAFF/ATTORNEY REPORTS: Nothing to report 12. GENERAL MANAGER REPORT: John Thiel reported on several items: • Provided a staffing update • Provided an update regarding the California Tahoe Alliance (CTA) climate resiliency action strategy. The District is planning to host a Tahoe caucus this summer which will focus on the Caldor Fire. • The CTA met in Sacramento April 19 and 20, for lobbyist days. Twelve CTA members participated in 15 different meetings over the two days with California legislators and their staff discussing the need to fund waterlines for fire suppression. • The Lake Tahoe Summit is scheduled for August 16, 2022, hosted by Senator Jackie Rosen. 13. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS ADJOURNMENT: 3:35 p.m. 18 REGULAR BOARD MEETING MINUTES: April 21, 2022 PAGE – 4 _______________________________________ Kelly Sheehan, Board President South Tahoe Public Utility District __________________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District 19 SOUTH TAHOE PUBLIC UTILITY DISTRICT David Peterson, Vice President BOARD MEMBERS Kelly Sheehan, President Chris Cefalu, Director Shane Romsos, Director Nick Exline, Director John Thiel, General Manager Paul Hughes, Chief Financial Officer REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT May 5, 2022 MINUTES The South Tahoe Public Utility District Board of Directors met in a regular session, 2:00 p.m., at the District Office, located at 1275 Meadow Crest Drive, South Lake Tahoe, California. ROLL CALL: Board of Directors: President Sheehan, Directors Romsos, Peterson, Exline Absent: Director Cefalu Staff: John Thiel, Gary Kvistad, Paul Hughes, Melonie Guttry, Tim Bledsoe, Adrian Combes, Chris Stanley, Jessica Henderson, Cuz Cullen, Bren Borley, Greg DuPree, Chris Skelly, Dan Arce, Steve Caswell Guests: Jesse Garner 1. PLEDGE OF ALLEGIANCE: 2. COMMENTS FROM THE AUDIENCE: Jesse Garner expressed appreciation on behalf of the Montgomery Estates neighborhood that the District maintains their property in keeping defensive space. Saturday, May 7, fire defensible space day. The Board expressed their appreciation for the Montgomery Estates neighborhood positive comments. 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR: Director Peterson would like to pull Item 4c for discussion. 4. ADOPTION OF CONSENT CALENDAR: Moved Peterson/Second Exline/Sheehan Yes/Cefalu Absent/Romsos Absent/Peterson Yes/Exline Yes to approve the Consent Calendar with changes as presented. a. SECONDARY CLARIFIER NO. 3 REHABILITATION PROJECT (Stephen Caswell, Principal Engineer) Approved Change Order No. 2 to TNT Industrial Contractors, Inc., in the amount of <$52,120.14>. 20 REGULAR BOARD MEETING MINUTES: May 5, 2022 PAGE – 2 b. 2022 PURCHASE AND INSTALLATION OF FIRE HYDRANTS, VALVES AND ASSEMBLIES (Chris Stanley, Field Operations Manager and Heidi Baugh, Purchasing Agent) Awarded a Contract for the purchase of 37 fire hydrant assemblies and valves to lowest responsive, responsible bidder, American AVK Company, in the amount of $103,665.61. c. INFORMATION TECHNOLOGY STRATEGIC PLAN UPDATE (Chris Skelly, Information Technology Manager) Authorized staff to enter into a Contract with Government Technology Group, LLC, for professional services to develop an updated Information Technology Strategic Plan and to complete a Network Vulnerability Assessment for a cost not to exceed $78,340. 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION a. VIRTUAL BOARD MEETINGS RELATED TO ASSEMBLY BILL 361 DUE TO COVID-19 STATE OF EMERGENCY PROCLAMATION (John Thiel, General Manager) Director Peterson raised a concern that he doesn’t feel that the District is in a state of emergency and that the community is no longer in a COVID-19 state of emergency; therefore, the District should go back to business as usual. The Board discussed the ability to be flexible with virtual meetings. Moved Peterson/Second Sheehan/Sheehan Yes/Cefalu Absent/Romsos No/Peterson Yes/Exline Yes to deny Resolution No. 3218-22 allowing for South Tahoe Public Utility District to conduct virtual public meetings for 30 days. 6. ITEMS FOR BOARD ACTION a. Bijou Pump Station Rehabilitation Project (Adrian Combes, Senior Engineer) – Adrian Combes provided details and maps along with photos regarding the Bijou Pump Station Rehabilitation Project and addressed questions from the Board. Moved Sheehan/Second Romsos/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Yes/Exline Yes to 1) Approve the proposed Scope of Work from Water Systems Consulting, Inc., to provide engineering services for the Bijou Pump Station Rehabilitation Project; and, 2) Authorize the General Manager to execute Task Order No. 2 in the amount $116,411. b. Setting Water and Sewer Capacity Charges - (Paul Hughes, Chief Financial Officer) – Paul Hughes provided details regarding the water and sewer capacity charges in connection with the recent presentation provided by HDR, Shawn Koorn, and addressed questions from the Board. Attorney Kvistad added that construction cost index adjustment protects the capacity charges from inflation. Moved Sheehan/Second Romsos/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Yes/Exline Yes to adopt Ordinance No. 581-22, an Ordinance of the South Tahoe Public Utility District, Setting Water Capacity Charges and Sewer Connection Fees and Amending Administrative Code Sections 3.1.49(a), 3.1.49(c), 3.1.49(e), 4.5.7 and Associated Appendix Fee Schedules, directing staff to research the most appropriate index for the Tahoe area and include that reference in the Ordinance. 21 REGULAR BOARD MEETING MINUTES: May 5, 2022 PAGE – 3 c. Approve Payment of Claims (Debbie Henderson, Accounting Manager) Moved Sheehan/Second Peterson/Sheehan Yes/Cefalu Absent/Romsos Yes/Peterson Yes/Exline Yes to approve Payment of Claims in the amount of $2,267,169.47. 7. STANDING AND AD-HOC COMMITTEES AND LIAISON REPORTS: Director Peterson reported that he represented the Board at the Employee Communications Committee meeting on April 20, 2022. He also attended the Association of California Water Agencies (ACWA) and Joint Powers Insurance Association conference in Sacramento May 3 through the 5. The District is in Region 3 of ACWA, and Ivo Bergsohn presented Region 3 with a great groundwater presentation. 8. BOARD MEMBER REPORTS: Director Exline reported he attended Earth Day yesterday, along with Director Romsos, both reporting it to be successful. 9. EL DORADO WATER AGENCY PURVEYOR REPORT: Director Peterson reported that the April 13 meeting included a Public Hearing for the Groundwater Sustainability Plan which was approved. On April 21, he and John Thiel had a virtual meeting with El Dorado Water Agency (EDWA) leadership discussing how the District can work more effectively with them. John Thiel added that the District has made requests for: 1. HARPA Funds; 2. Cost Share Projects; and, 3. Groundwater Management. 10. STAFF/ATTORNEY REPORTS: None 11. GENERAL MANAGER REPORT: John Thiel reported on several items: • Provided a staffing update • Provided details regarding a productive meeting with Lake Valley Fire Department yesterday reviewing site and utility plans for the District’s property on the corner of Pioneer Trail and Black Bart. • The Board has been discussing the current Payment of Claims process and legal counsel has done some work on this subject. Attorney Kvistad added that the Public Utility Code requires that the Board of Directors approves Payment of Claims, but there is an exception. There is a Government Code Section that allows a delegation of authority with certain restraints, to certain officers at the District and there must be two officers to approve Payment of Claims. This process can be as simple or complex as the Board pleases. The process would require that if the claims were approved by officers, those claims would be brought forward at the next meeting for acceptance and filing by the Board. There is a little more research to be done regarding the definition of officers (whether this term includes Board members) and if officers are required to be bonded. The Board discussed several options. Any change would be adopted by a Resolution and included in the Board Policy Manual. • Provided an update regarding Red Lake Road water quality, which was brought to the Board’s attention on April 7th. Test results are indicating elevated levels of iron in the Red Lake Road neighborhood, which is not a health hazard, but a taste and odor issue. Dan Arce explained the testing process and addressed questions from the Board. The District has Initiated low volume flushing and is seeing reduced levels of iron as a result. The flushing will continue until the waterline replacement in this neighborhood is complete. 22 REGULAR BOARD MEETING MINUTES: May 5, 2022 PAGE – 4 • John Thiel addressed questions from the Board regarding the childcare crisis in our community. He further addressed questions regarding community fire hydrants. Chris Stanley and Steve Caswell commented on the progress being made. 12. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS ADJOURNMENT: 3:24 p.m. _______________________________________ Kelly Sheehan, Board President South Tahoe Public Utility District __________________________________ Melonie Guttry, Clerk of the Board South Tahoe Public Utility District 23 BOARD AGENDA ITEM 6a TO: Board of Directors FROM: Tim Bledsoe, Manager of Customer Service MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Accessory Dwelling Unit Revisions to the Administrative Code REQUESTED BOARD ACTION: Approve Ordinance No. 582-22 Amending Section 1 to Add Sections 1.1.2 AND 1.1.86 and Amending Sections 3.1.11, 3.1.15, 3.1.49, 4.2.10, 4.3.2, AND 4.5.2 of the Administrative Code Regarding Accessory Dwelling Units and Junior Accessory Dwelling Units DISCUSSION: In the last several years, the State of California has passed legislation to address statewide housing shortages. Some of that legislation has involved permitting of accessory dwelling units (ADUs) and junior ADUs (JADUs). These changes to State Law prohibit the South Tahoe Public Utility District (District) from considering an ADU or JADU to be a new residential use for purposes of calculating water and sewer connection fees or capacity charges and requiring separate water meters or sewer connections from an ADU or JDAU, except under certain limited circumstances. Amendment of the Administrative Code is necessary to specify when the District cannot charge a connection fee or capacity charge for an ADU or JADU and when the District cannot require a separate water connection and meter or sewer connection. In the limited circumstances where the District may charge a capacity charge or connection fee, District staff considered not implementing such a charge or fee if the property was deed restricted prohibiting short-term rental arrangements, similar to the approach implemented by the Tahoe Regional Planning Agency (TRPA) and the City of South Lake Tahoe (City). However, TRPA and the City have general police powers, allowing them to regulate for public health, safety and welfare. This includes land use regulation of short-term rentals. Special districts, such as the District, however, do not have general police powers. Further, the District is prohibited from imposing fees unrelated to the services provided, such as Incentivizing deed-restricting a property to prohibit short-term rentals, since it is unrelated to the purposes of a connection fee or capacity charge. General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 24 Tim Bledsoe Page 2 May 19, 2022 As a result, District staff recommends the following for ADUs and JADUs: (1) avoiding the nuances in determining when the District may or may not charge a capacity charge or connection fee; (2) not charging any capacity charge or connection; and, (3) not requiring a new water or sewer connection. District staff believes that this approach will assist in promoting the development of affordable housing within its jurisdiction and simplify compliance for District staff. SCHEDULE: Upon Board approval COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Ordinance No. 582-22 ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 25 ORDINANCE NO. 582-22 AN ORDINANCE OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT AMENDING SECTION 1 TO ADD SECTIONS 1.1.2 AND 1.1.86 AND AMENDING SECTIONS 3.1.11, 3.1.15, 3.1.49, 4.2.10, 4.3.2, AND 4.5.2 OF THE ADMINISTRATIVE CODE REGARDING ACCESSORY DWELLING UNITS AND JUNIOR ACCESSORY DWELLING UNITS BE IT ENACTED by the Board of Directors of the South Tahoe Public Utility District, County of El Dorado, State of California, as follows: SECTION I – POLICY AND PURPOSE The purpose of this Ordinance is to adopt certain changes to the Administrative Code to comply with State Law regarding capacity charges, connection fees and metering devices for accessory dwelling units and junior accessory dwelling units SECTION II – DEFINITIONS For the purpose of this Ordinance, the terms used herein are defined as follows: A. The District. The South Tahoe Public Utility District. B. The Board. The Board of Directors of the South Tahoe Public Utility District. C. Administrative Code. The compilation and codification of all of the Administrative, Water, and Sewer Ordinances of the District, which establish the authority and the principles for decisions of the District and provide the public with guidelines applicable to District operations. SECTION III – FINDINGS The Board of Directors of the South Tahoe Public Utility District, County of El Dorado, State of California, make the following findings: 1. Recent changes to State Law prohibit the District from considering an accessory dwelling unit to be a new residential use for purposes of calculating water and sewer connection fees and capacity charges and requiring separate water and sewer connections from an accessory dwelling unit or junior accessory dwelling unit, except under certain specified circumstances; 26 2. Amendment of the Administrative Code is necessary to specify when the District cannot charge a connection fee or capacity charge for an accessory dwelling unit or junior accessory dwelling unit; 3. Amendment of the Administrative Code is also necessary to specify when the District cannot require a separate water connection and meter or sewer connection for an accessory dwelling unit or junior accessory dwelling unit; and, 4. The Board of Directors has determined that it is in the best interest of the District and the public to make these amendments to the Administrative Code. SECTION IV – AMEND SECTION 1 OF THE ADMINISTRATIVE CODE Administrative Code Section 1 shall be amended to add a new section 1.1.2 and 1.1.86 and renumber the existing sections definitions sequentially, as follows: 1.1.2. Accessory Dwelling Unit. “Accessory dwelling unit” means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons, is located on a lot with a proposed or existing primary residence, meets the requirements of Government Code section 65852.2, as may be amended, and is approved by the applicable land use agency. 1.1.86. Junior Accessory Dwelling Unit. “Junior accessory dwelling unit” means a unit that is no more than 500 square feet in size and contained entirely within an existing or proposed single-family structure, meets the requirements of Government Code section 65852.22, as may be amended, and is approved by the applicable land use agency. SECTION V – AMEND SECTION 3.1.11 OF THE ADMINISTRATIVE CODE Administrative Code section 3.1.11 shall be amended to add subparagraph “h” to the section: “h. Notwithstanding the above, the District shall not require payment of an Administrative Fee for development of an Accessory Dwelling Unit or Junior Accessory Dwelling Unit. SECTION VI – AMEND SECTION 3.1.15 OF THE ADMINISTRATIVE CODE Administrative Code section 3.1.15 shall be amended to add the following language at the end of the paragraph: “An Accessory Dwelling Unit or a Junior Accessory Dwelling Unit shall not require a new or separate service connection or metering device. The District 27 may require that the connection and meter serving an existing single-family dwelling unit or the Accessory Dwelling Unit be upsized as necessary.” SECTION VII – AMEND SECTION 3.1.49 OF THE ADMINISTRATIVE CODE Administrative Code section 3.1.49 shall be amended to add the following paragraph at the end of the section: “No Water Capacity Charge shall be assessed for the development of an Accessory Dwelling Unit or Junior Accessory Dwelling Unit.” SECTION VIII – AMEND SECTION 4.2.10 OF THE ADMINISTRATIVE CODE Administrative Code section 4.2.10 shall be amended to add subparagraph “g” to the section: “g. Notwithstanding the above, the District shall not require payment of an Administrative Fee for development of an Accessory Dwelling Unit or Junior Accessory Dwelling Unit. SECTION IX – AMEND SECTION 4.3.2 TO ADD SECTION 4.3.2.5 TO THE ADMINISTRATIVE CODE Section 4.3.2 shall be amended to add subsection 4.3.2.5 to the Administrative Code: “4.3.2.5. Accessory Dwelling Unit and Junior Accessory Dwelling Unit. An Accessory Dwelling Unit and Junior Accessory Dwelling Unit shall not require a separate sewer connection to the Public Sewer.” SECTION X – AMEND SECTION 4.5.2 OF SECTION 4 OF THE ADMINISTRATIVE CODE Section 4.5.2 of the Administrative Code shall be amended to add subparagraph “g” to the section: “g. Notwithstanding the above, no connection fee shall be assessed for the development of an Accessory Dwelling Unit or Junior Accessory Dwelling Unit.” SECTION XI – SEVERABILITY If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance and its implementing rules and regulations is for any reason held to be unconstitutional or invalid, such decision shall not affect the validity of the remaining portions of this Ordinance or the Administrative Code. The Board of Directors declares and determines that it would have passed section, subsection subdivision, paragraph, sentence, clause or phrase thereof of this Ordinance and its implementing rules and regulations and the Administrative 28 Code irrespective of the fact that any one or more sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases may be determined to be unconstitutional or invalid. SECTION XII – EFFECTIVE DATE This Ordinance amending the above referenced section to the Administrative Code shall take effect 30 days after its passage. PASSED AND ADOPTED by the Board of Directors of the South Tahoe Public Utility District at its duly held regular meeting on the 19th day of May, 2022 by the following vote: AYES: NOES: ABSENT: __________________________________________ Kelly Sheehan, President South Tahoe Public Utility District ATTEST: __________________________________________ Marla Sharp, Assist Clerk of the Board South Tahoe Public Utility District 29 BOARD AGENDA ITEM 6b TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Fiscal Year 2022/23 Water and Sewer Service Charge Rates REQUESTED BOARD ACTION: (1) Authorize the use of Sewer Rate Stabilization Funds in the amount of $2 million in Fiscal Year 2022/23; and, (2) Approve Resolution No. 3220-22 confirming the water and sewer service charge rate increases of 9% and 8% for Fiscal Year 2022/23. DISCUSSION: On May 16, 2019, the Board of Directors passed Ordinance No. 573-19 which included five-year rate schedules for both water and sewer service charge rates. The rate increases were developed to begin funding the long-term infrastructure needs of the District. The Ordinance adopted the rates for Fiscal Year 2019/20, but required confirmation by resolution from the Board before the rates for years 2020/21, 2021/22, 2022/23 and 2023/24 are effective. Due to the Board’s non-confirmation of the rate increases for years 2020/21 and 2021/22, the maximum Prop 218 authorized rate increases for 2022/23 are 19.1% for water service (6% X 3 years compounded) and 15.7% for sewer service (5% X 3 years compounded). To help lessen the one-year increase, staff recommended splitting the impact of the 0% rate increases over the next two years, with increases of 13.1% for water and 10.25% for sewer for 2022/23 and 2023/24. During the March 1, 2022, Finance Committee meeting, following discussion of the staff recommended rate increases, Committee Member Peterson suggested utilizing a portion of the Sewer Rate Stabilization Fund to offset the staff recommended increases for 2022/23 and 2023/24. During the March 23, 2022, Board Workshop, District staff presented a new ten-year rate increase schedule capable of funding the current “Needs Based” Capital Improvement Plan. The rate schedule as presented included $2 million rate stabilization subsidized increases of 9% to water rates and 8% to sewer rates for 2022/23. Staff was directed to move forward with the rate increases as presented. The fiscal impact to a typical residential customer is $8.93/month or $26.80/quarter. Resolution No. 3220-22 confirms the rates for 2022/23; water increase of 9.0% and sewer increase of 8.0%. General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 30 Paul Hughes Page 2 May 19, 2022 The proposed 2022/23 budget has been developed with these rate increases and is scheduled for adoption following Board action on this Agenda Item. If Resolution 3220- 22 is not adopted as prepared, the budget will need to be adopted with Board direction to adjust the revenues and expenditures accordingly. SCHEDULE: Rate changes effective July 1, 2022 COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution No. 3220-22, Service Charge Rates ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 31 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. 3220-22 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT CONFIRMING THE WATER AND SEWER SERVICE CHARGE RATES FOR FISCAL YEAR 2022/23 WHEREAS, on May 16, 2019, the Board of Directors of the South Tahoe Public Utility District held a public hearing on proposed changes in rates and charges which were issued with a Proposition 218 notice that was mailed to all District account holders; and WHEREAS, on May 16, 2019, the Board of Directors of the South Tahoe Public Utility District approved Ordinance 573-19, adopting a five-year water service charge rate schedule and a five-year sewer service charge rate schedule; and WHEREAS, Ordinance 573-19 requires the District’s Board of Director’s confirmation of the water and sewer service charge rates in Fiscal Years 2020/21, 2021/22, 2022/23 and 2023/24; and WHEREAS, on March 23, 2022, the Board of Directors of the South Tahoe Public Utility District held a public meeting and directed District staff to develop the proposed budget for fiscal year 2022/23 with a proposed water service charge rate increase of 9.0% and a sewer service charge rate increase of 8.0% to fund the 2022/23 capital improvement plan and operating budget of the Water and Sewer Enterprise Funds. NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the South Tahoe Public Utility District that the water and sewer service charge rates for the Fiscal Year 2022/23 included in the attached Water and Sewer Rate Schedules are confirmed, effective July 1, 2022. 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 duly held on the 19th day of May 2022, by the following vote: AYES: NOES: ABSENT: 32 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 ____________________________________________ Kelly Sheehan, Board President South Tahoe Public Utility District ATTEST: ___ Marla Sharp, Assist Clerk of the Board South Tahoe Public Utility District Resolution No. 3220-22 May 19, 2022 Page 2 33 2019/20 2020/21 2021/22 2022/23 2023/24 Single Dwelling Unit $175.17 $189.53 $200.90 $212.95 $225.73 Duplex $290.93 $314.22 $333.07 $353.06 $374.24 Triplex $395.24 $426.88 $452.46 $479.64 $508.42 Fourplex $511.33 $552.27 $585.40 $620.53 $657.76 Each additional unit $85.68 $92.54 $98.10 $103.98 $110.22 Business Establishment 3/4 Inch Connection $253.66 $273.44 $289.85 $307.24 $325.68 Business Establishment 1 Inch Connection $382.65 $412.50 $437.25 $463.49 $491.30 Quarterly Base Rate 2019/20 2020/21 2021/22 2022/23 2023/24 3/4 inch connection $138.16 $150.35 $159.37 $168.93 $179.07 1 inch connection $230.62 $250.97 $266.03 $281.99 $298.91 1 1/2 inch connection $459.97 $500.56 $530.59 $562.42 $596.17 2 inch connection $736.19 $801.15 $849.21 $900.17 $954.18 3 inch connection $1,381.28 $1,503.16 $1,593.35 $1,688.95 $1,790.29 4 inch connection $2,302.50 $2,505.66 $2,656.00 $2,815.36 $2,984.28 6 inch connection $4,603.52 $5,009.72 $5,310.30 $5,628.92 $5,966.66 8 inch connection $7,365.99 $8,015.94 $8,496.89 $9,006.71 $9,547.11 10 inch connection $10,589.70 $11,524.09 $12,215.54 $12,948.47 $13,725.38 Consumption Rate by Customer Class Per 100 Cubic Feet (748 Gallons)2019/20 2020/21 2021/22 2022/23 2023/24 Single Family Tier 1 $1.58 $1.67 $1.77 $1.88 $1.99 Single Family Tier 2 $2.40 $2.55 $2.70 $2.86 $3.03 Multi Family $1.57 $1.67 $1.77 $1.88 $1.99 Commercial $1.62 $1.72 $1.82 $1.93 $2.04 Quarterly Charge Per Sewer Unit By Customer Class 2019/20 2020/21 2021/22 2022/23 2023/24 Single Family Dwelling $44.46 $46.68 $49.02 $51.47 $54.04 Multi Family Residences $42.94 $45.09 $47.34 $49.71 $52.20 Hotels/Motels/Timeshares $42.21 $44.32 $46.54 $48.86 $51.31 Trailer/Mobile Home Parks & Campgrounds $42.16 $44.27 $46.49 $48.81 $51.25 Non-Residential $44.46 $46.68 $49.02 $51.47 $54.04 SCHEDULE 2 - QUARTERLY FLAT SERVICE SCHEDULE 3 - METERED SERVICE SCHEDULE 6 - SEWER RATES 34 PROPOSED CURRENT 9% INCREASE Quarterly Base Rate 2021/22 2022/23 3/4 inch connection $138.16 $150.59 1 inch connection $230.62 $251.38 1 1/2 inch connection $459.97 $501.37 2 inch connection $736.19 $802.45 3 inch connection $1,381.28 $1,505.60 4 inch connection $2,302.50 $2,509.73 6 inch connection $4,603.52 $5,017.84 8 inch connection $7,365.99 $8,028.93 10 inch connection $10,589.70 $11,542.77 PROPOSED CURRENT 9% INCREASE Consumption Rate by Customer Class Per 100 Cubic Feet (748 Gallons)2021/22 2022/23 Single Family Tier 1 $1.58 $1.72 Single Family Tier 2 $2.40 $2.62 Multi Family $1.57 $1.71 Commercial $1.62 $1.77 PROPOSED CURRENT 9% INCREASE WATER 2021/22 2022/23 Single Dwelling Unit $175.17 $190.94 Duplex $290.93 $317.11 Triplex $395.24 $430.81 Fourplex $511.33 $557.35 Each additional unit $85.68 $93.39 Business Establishment 3/4 Inch Connection $253.66 $276.49 Business Establishment 1 Inch Connection $382.65 $417.09 PROPOSED SEWER CURRENT 8% INCREASE Quarterly Charge Per Sewer Unit By Customer Class 2021/22 2022/23 Single Family Dwelling $44.46 $48.02 Multi Family Residences $42.94 $46.38 Hotels/Motels/Timeshares $42.21 $45.59 Trailer/Mobile Home Parks & Campgrounds $42.16 $45.53 Non-Residential $44.46 $48.02 PROPOSED FISCAL YEAR 2023 RATE INCREASES SOUTH TAHOE PUBLIC UTILITY DISTRICT QUARTERLY FLAT RATE SERVICE METERED WATER SERVICE 35 BOARD AGENDA ITEM 6c TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Fiscal Year 2022/23 Sewer Enterprise Fund Budget REQUESTED BOARD ACTION: Adopt Resolution No. 3221-22 adopting the Fiscal Year 2022/23 Sewer Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. DISCUSSION: The Fiscal Year 2022/23 Sewer Fund proposed budget in the amount of $36,693,150 is fully funded and includes an 8% increase in service charge rates. The budget includes $11,323,000 (31%) for capital projects, $3,493,000 (9%) for debt service, $9,490,686 (26%) for operations and maintenance, and $12,386,464 (34%) for salaries and benefits. SCHEDULE: Budget must be adopted by July 1, 2022 COSTS: $36,693,150 ACCOUNT NO: Various BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution 3221-22, Sewer Fund Budget Summary ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 36 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. 3121-22 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT ADOPTING THE BUDGET FOR THE SEWER ENTERPRISE FUND FOR FISCAL YEAR 2022/23 WHEREAS, on March 30, 2022, the Board of Directors of the South Tahoe Public Utility District held a public meeting and directed District staff to develop the proposed budget for Fiscal Year 2022/23 with a proposed sewer service charge rate increase of 8% to fund the 2022/23 Sewer Capital Improvement Plan and Operating Budget of the Sewer Enterprise Fund. NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the South Tahoe Public Utility District that: The attached Budget in the amount of $36,693,150 is adopted for the Fiscal Year beginning July 1, 2022, and ending June 30, 2023. WE THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution was duly and regularly adopted and passed by the Board of Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 19th day of May 2022, by the following vote: AYES: NOES: ABSENT: ______________________________________ Kelly Sheehan, Board President South Tahoe Public Utility District ATTEST: Marla Sharp, Assist Clerk of the Board South Tahoe Public Utility District 37 2022/23 FORECAST 2022/23 FORECAST ENTERPRISE FUND CAPITAL FUND BEGINNING CASH BALANCES 3,885,421 21,537,728 REVENUES 25,133,700 2,810,240 BORROWINGS 0 3,790,100 AVAILABLE FUNDS 29,019,121$ 28,138,068$ SALARIES 7,146,588 956,621 BENEFITS 3,883,973 399,282 OPERATIONS AND MAINTENANCE 7,848,436 1,642,250 CAPITAL OUTLAY 0 11,323,000 DEBT SERVICE PAYMENTS 723,000 2,770,000 TOTAL CASH OUTLAYS 19,601,997$ 17,091,153$ BALANCE BEFORE TRANSFERS 9,417,124 11,046,915 AVAILABLE TO TRANSFER TO CAPITAL FUND -6,238,765 6,238,765 TRANSFER TO RESERVE FUNDS 0 -8,295,000 OPERATING AND CAPITAL RESERVES 3,178,358$ 8,990,680$ RATE STABILIZATION RESERVE -$ 6,598,832$ DEBT RESERVE -$ 1,696,168$ TOTAL RESERVE(CASH) BALANCES 6/30/23 3,178,358$ 17,285,680$ SEWER FUND FISCAL YEAR 2022/23 BUDGET SUMMARY 38 BOARD AGENDA ITEM 6d TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Fiscal Year 2022/23 Water Enterprise Fund Budget REQUESTED BOARD ACTION: Adopt Resolution No. 3222-22 adopting the Fiscal Year 2022/23 Water Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. DISCUSSION: The Fiscal Year 2022/23 Water Enterprise Fund proposed budget in the amount of $25,456,119 is fully funded and includes a 9% increase in service charge rates. The budget includes $10,604,900 (42%) for capital projects, $1,448,000 (5%) for debt service, $5,294,982 (21%) for operations and maintenance, and $8,108,237 (32%) for salaries and benefits. SCHEDULE: Budget must be adopted by July 1, 2022 COSTS: $25,456,119 ACCOUNT NO: Various BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution No.3222-22, Water Fund Budget Summary ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 39 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. 3222-22 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT ADOPTING THE BUDGET FOR THE WATER ENTERPRISE FUND FOR FISCAL YEAR 2022/23 WHEREAS, on March 30, 2022, the Board of Directors of the South Tahoe Public Utility District held a public meeting and directed District staff to develop the proposed budget for Fiscal Year 2022/23 with a proposed water service charge rate increase of 9% to fund the 2022/23 Water Capital Improvement Plan and Operating Budget of the Water Enterprise Fund. NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the South Tahoe Public Utility District that: The attached budget in the amount of $25,456,119 is adopted for the Fiscal Year beginning July 1, 2022, and ending June 30, 2023. WE THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution was duly and regularly adopted and passed by the Board of Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 19th day of May 2022, by the following vote: AYES: NOES: ABSENT: ______________________________________ Kelly Sheehan, Board President South Tahoe Public Utility District ATTEST: Marla Sharp, Assist Clerk of the Board South Tahoe Public Utility District 40 2022/23 FORECAST 2022/23 FORECAST ENTERPRISE FUND CAPITAL FUND BEGINNING CASH BALANCES 2,229,787 6,119,301 REVENUES 20,156,244 1,766,000 BORROWINGS 0 4,084,333 AVAILABLE FUNDS 22,386,030$ 11,969,634$ SALARIES 4,427,413 956,621 BENEFITS 2,324,921 399,282 OPERATIONS AND MAINTENANCE 4,788,514 506,468 CAPITAL OUTLAY 0 10,604,900 DEBT SERVICE PAYMENTS 523,000 925,000 TOTAL CASH OUTLAYS 12,063,848$ 13,392,271$ BALANCE BEFORE TRANSFERS 10,322,182 -1,422,637 AVAILABLE TO TRANSFER TO CAPITAL FU -7,856,030 7,856,030 TRANSFER TO RESERVE FUNDS 0 -2,177,250 ACCRUAL TO CASH ADJUSTMENT 9,051 0 OPERATING AND CAPITAL RESERVES 2,475,203$ 4,256,143$ RATE STABILIZATION RESERVE -$ 1,405,969$ DEBT RESERVE -$ 771,281$ TOTAL RESERVE(CASH) BALANCES 6/30/2 2,475,203$ 6,433,393$ WATER FUND FISCAL YEAR 2022/23 BUDGET SUMMARY 41 PAYMENT OF CLAIMS Payroll 5/3/22 556,999.16 Total Payroll 556,999.16 ADP & Insight eTools 5,438.26 AFLAC/WageWorks claims and fees 130.80 Prominence - health care payments 2,746.83 Ameritas - Insurance Payments 9,353.66 Total Vendor EFT 17,669.55 Accounts Payable Checks-Sewer Fund 263,019.17 Accounts Payable Checks-Water Fund 150,128.90 Total Accounts Payable Checks 413,148.07 Utility Management Refunds 12,634.18 Total Utility Management Checks 12,634.18 Grand Total 1,000,450.96 Payroll EFTs & Checks 5/3/2022 EFT CA Employment Taxes & W/H 24,212.96 EFT Federal Employment Taxes & W/H 118,249.79 EFT CalPERS Contributions 81,562.14 EFT Empower Retirement-Deferred Comp 27,937.23 EFT Stationary Engineers Union Dues 2,820.81 EFT CDHP Health Savings (HSA)6,603.24 EFT Retirement Health Savings 15,619.66 EFT United Way Contributions 21.00 EFT Employee Direct Deposits 279,580.95 CHK Employee Garnishments 391.38 CHK Employee Paychecks 0.00 Total 556,999.16 FOR APPROVAL May 19, 2022 42 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 44199 - ACME CONSTRUCTION SUPPLY S4047718.001 Field, Shop & Safety Supplies Inventory Paid by Check #109218 05/02/2022 05/19/2022 05/31/2022 05/19/2022 291.93 Vendor 44199 - ACME CONSTRUCTION SUPPLY Totals Invoices 1 $291.93 Vendor 44039 - AFLAC 116225 Insurance Supplement Payable Paid by Check #109219 04/01/2022 05/19/2022 04/30/2022 05/19/2022 951.46 Vendor 44039 - AFLAC Totals Invoices 1 $951.46 Vendor 48684 - ALLIED ELECTRONICS INC 9016116230 Pump Stations Paid by Check #109220 04/22/2022 05/19/2022 04/30/2022 05/19/2022 424.70 Vendor 48684 - ALLIED ELECTRONICS INC Totals Invoices 1 $424.70 Vendor 43949 - ALPEN SIERRA COFFEE 223923 Office Supply Issues Paid by Check #109221 04/26/2022 05/19/2022 04/30/2022 05/19/2022 101.50 223924 Office Supply Issues Paid by Check #109221 04/26/2022 05/19/2022 04/30/2022 05/19/2022 53.75 224066 Office Supply Issues Paid by Check #109221 05/03/2022 05/19/2022 05/31/2022 05/19/2022 101.50 224067 Office Supply Issues Paid by Check #109221 05/03/2022 05/19/2022 05/31/2022 05/19/2022 53.75 Vendor 43949 - ALPEN SIERRA COFFEE Totals Invoices 4 $310.50 Vendor 49337 - AMAZON CAPITAL SERVICES INC. 1PT7-MYMV-6K4H Repair - Maintenance Water Tanks Paid by Check #109222 04/27/2022 05/19/2022 04/30/2022 05/19/2022 1,080.68 1WD1-VV61-CGF9 Eq Repair Shop Improvements Paid by Check #109222 04/29/2022 05/19/2022 04/30/2022 05/19/2022 1,056.55 1PYP-RWMQ-MM1M Service Contracts Paid by Check #109222 04/27/2022 05/19/2022 04/30/2022 05/19/2022 423.04 1T4X-GYM7-1RRR Secondary Equipment Paid by Check #109222 05/06/2022 05/19/2022 05/31/2022 05/19/2022 160.86 Vendor 49337 - AMAZON CAPITAL SERVICES INC. Totals Invoices 4 $2,721.13 Vendor 49625 - AMERICAN AVK COMPANY SI-154500 Fire Hydrants & Parts Paid by Check #109223 04/05/2022 05/19/2022 04/30/2022 05/19/2022 17,009.98 Vendor 49625 - AMERICAN AVK COMPANY Totals Invoices 1 $17,009.98 Vendor 49363 - AMERIGAS 3135710667 Pump Stations Paid by Check #109224 04/23/2022 05/19/2022 04/30/2022 05/19/2022 108.74 Vendor 49363 - AMERIGAS Totals Invoices 1 $108.74 Vendor 45202 - AT&T MOBILITY 04272022 Telephone Paid by Check #109225 04/19/2022 05/19/2022 04/30/2022 05/19/2022 697.15 Vendor 45202 - AT&T MOBILITY Totals Invoices 1 $697.15 Vendor 48612 - AUTOMATION DIRECT 13510166 Shop Supplies Paid by Check #109226 04/25/2022 05/19/2022 04/30/2022 05/19/2022 142.46 Vendor 48612 - AUTOMATION DIRECT Totals Invoices 1 $142.46 Vendor 49269 - BACKGROUNDS ONLINE Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 1 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 43 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 541570 Personnel Expense Paid by Check #109227 04/30/2022 05/19/2022 04/30/2022 05/19/2022 51.10 Vendor 49269 - BACKGROUNDS ONLINE Totals Invoices 1 $51.10 Vendor 11800 - BARTON HEALTHCARE SYSTEM 138-82716 Safety Equipment - Physicals Paid by Check #109228 04/30/2022 05/19/2022 04/30/2022 05/19/2022 338.00 Vendor 11800 - BARTON HEALTHCARE SYSTEM Totals Invoices 1 $338.00 Vendor 49339 - BASEFORM INC 04262022-122 Contractual Services Paid by Check #109229 04/26/2022 05/19/2022 04/30/2022 05/19/2022 2,520.00 Vendor 49339 - BASEFORM INC Totals Invoices 1 $2,520.00 Vendor 44109 - BB&H BENEFIT DESIGNS 74088 Contractual Services Paid by Check #109230 05/02/2022 05/19/2022 05/31/2022 05/19/2022 232.00 Vendor 44109 - BB&H BENEFIT DESIGNS Totals Invoices 1 $232.00 Vendor 45009 - BENTLY AGROWDYNAMICS 208399 Biosolids Disposal Paid by Check #109231 04/25/2022 05/19/2022 04/30/2022 05/19/2022 2,507.85 208415 Biosolid Disposal Costs Paid by Check #109231 05/02/2022 05/19/2022 04/30/2022 05/19/2022 1,195.35 Vendor 45009 - BENTLY AGROWDYNAMICS Totals Invoices 2 $3,703.20 Vendor 48291 - BEST BEST & KRIEGER LLP 933228 Personnel Legal Paid by Check #109232 04/28/2022 05/19/2022 04/30/2022 05/19/2022 1,183.00 Vendor 48291 - BEST BEST & KRIEGER LLP Totals Invoices 1 $1,183.00 Vendor 12070 - BING MATERIALS 214521 Pipe - Covers & Manholes Paid by Check #109233 04/18/2022 05/19/2022 04/30/2022 05/19/2022 1,059.87 214602 Pipe - Covers & Manholes Paid by Check #109233 04/30/2022 05/19/2022 04/30/2022 05/19/2022 287.14 Vendor 12070 - BING MATERIALS Totals Invoices 2 $1,347.01 Vendor 43828 - BLUE RIBBON TEMP PERSONNEL 13373 Contractual Services Paid by Check #109234 04/29/2022 05/19/2022 04/30/2022 05/19/2022 699.58 13432 Contractual Services Paid by Check #109234 05/06/2022 05/19/2022 04/30/2022 05/19/2022 36.82 Vendor 43828 - BLUE RIBBON TEMP PERSONNEL Totals Invoices 2 $736.40 Vendor 48995 - BRENLYN BORLEY 2022 Education Reimbursement Expense Paid by Check #109235 04/30/2022 05/19/2022 04/30/2022 05/19/2022 1,600.00 Vendor 48995 - BRENLYN BORLEY Totals Invoices 1 $1,600.00 Vendor 49769 - MATTHEW & TASSANEE BROTEN 3338105 Clothes Washer Rebate Program Paid by Check #109236 05/04/2022 05/19/2022 05/31/2022 05/19/2022 200.00 Vendor 49769 - MATTHEW & TASSANEE BROTEN Totals Invoices 1 $200.00 Vendor 44730 - BSK ASSOCIATES AF10915 Monitoring Paid by Check #109237 04/29/2022 05/19/2022 04/30/2022 05/19/2022 192.00 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 2 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 44 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 44730 - BSK ASSOCIATES Totals Invoices 1 $192.00 Vendor 45076 - CARDNO ENTRIX INC 330694 Contractual Services Paid by Check #109238 04/27/2022 05/19/2022 04/30/2022 05/19/2022 1,467.50 Vendor 45076 - CARDNO ENTRIX INC Totals Invoices 1 $1,467.50 Vendor 13230 - CAROLLO ENGINEERS FB21233 Blower System Upgrades Paid by Check #109239 03/15/2022 05/19/2022 04/30/2022 05/19/2022 48,675.09 FB22330 Blower System Upgrades Paid by Check #109239 04/18/2022 05/19/2022 04/30/2022 05/19/2022 94,857.60 Vendor 13230 - CAROLLO ENGINEERS Totals Invoices 2 $143,532.69 Vendor 42328 - CDW-G CORP V902697 District Computer Supplies Paid by Check #109240 04/13/2022 05/19/2022 04/30/2022 05/19/2022 1,110.50 W151821 Computer Purchases Paid by Check #109240 04/19/2022 05/19/2022 04/30/2022 05/19/2022 40.18 W529389 District Computer Supplies Paid by Check #109240 04/27/2022 05/19/2022 04/30/2022 05/19/2022 120.55 W529392 District Computer Supplies Paid by Check #109240 04/27/2022 05/19/2022 04/30/2022 05/19/2022 120.55 W094260 Computer Purchases Paid by Check #109240 04/19/2022 05/19/2022 04/30/2022 05/19/2022 190.98 W150294 Computer Purchases Paid by Check #109240 04/19/2022 05/19/2022 04/30/2022 05/19/2022 100.54 Vendor 42328 - CDW-G CORP Totals Invoices 6 $1,683.30 Vendor 48672 - CINTAS CORP 5106106366 Safety Equipment - Physicals Paid by Check #109241 04/28/2022 05/19/2022 04/30/2022 05/19/2022 247.72 Vendor 48672 - CINTAS CORP Totals Invoices 1 $247.72 Vendor 12535 - CITY OF SOUTH LAKE TAHOE AR1910000 Pipe - Covers & Manholes Paid by Check #109242 04/27/2022 05/19/2022 04/30/2022 05/19/2022 10,005.00 Vendor 12535 - CITY OF SOUTH LAKE TAHOE Totals Invoices 1 $10,005.00 Vendor 42897 - CWEA IDELL2022 Dues - Memberships - Certification Paid by Check #109243 04/26/2022 05/19/2022 04/30/2022 05/19/2022 96.00 Vendor 42897 - CWEA Totals Invoices 1 $96.00 Vendor 49770 - SUSAN DER 2607214 Toilet Rebate Program Paid by Check #109244 05/04/2022 05/19/2022 05/31/2022 05/19/2022 70.00 Vendor 49770 - SUSAN DER Totals Invoices 1 $70.00 Vendor 49694 - DIGITAL TECHNOLOGY SOLUTIONS INC DTS-11514 Telephone Paid by Check #109245 05/01/2022 05/19/2022 04/30/2022 05/19/2022 295.00 Vendor 49694 - DIGITAL TECHNOLOGY SOLUTIONS INC Totals Invoices 1 $295.00 Vendor 48289 - DIY HOME CENTER Apr 22 Stmt Shop Supplies, Grounds & Maintenance Paid by Check #109246 04/30/2022 05/19/2022 04/30/2022 05/19/2022 1,114.71 Vendor 48289 - DIY HOME CENTER Totals Invoices 1 $1,114.71 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 3 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 45 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 14683 - EL DORADO COUNTY TRANSPORTATION DEPT 17265 Regulatory Operating Permits Paid by Check #109247 04/26/2022 05/19/2022 04/30/2022 05/19/2022 10,003.00 17267 Regulatory Operating Permits Paid by Check #109248 04/26/2022 05/19/2022 04/30/2022 05/19/2022 267.14 17313 Regulatory Operating Permits Paid by Check #109247 05/09/2022 05/19/2022 04/30/2022 05/19/2022 (267.14) Vendor 14683 - EL DORADO COUNTY TRANSPORTATION DEPT Totals Invoices 3 $10,003.00 Vendor 44263 - ENS RESOURCES INC 3066 Contractual Services Paid by Check #109249 05/06/2022 05/19/2022 04/30/2022 05/19/2022 5,000.00 Vendor 44263 - ENS RESOURCES INC Totals Invoices 1 $5,000.00 Vendor 42100 - ENVIRONMENTAL RESOURCES ASSO 006636 Laboratory Supplies Paid by Check #109250 04/27/2022 05/19/2022 04/30/2022 05/19/2022 107.74 Vendor 42100 - ENVIRONMENTAL RESOURCES ASSO Totals Invoices 1 $107.74 Vendor 41263 - FERGUSON ENTERPRISES LLC 9909855 Buildings Paid by Check #109251 04/28/2022 05/19/2022 04/30/2022 05/19/2022 69.01 9842495 Engineering Offices Remodel Paid by Check #109251 05/03/2022 05/19/2022 05/31/2022 05/19/2022 141.36 9921199 Buildings Paid by Check #109251 05/04/2022 05/19/2022 05/31/2022 05/19/2022 38.33 Vendor 41263 - FERGUSON ENTERPRISES LLC Totals Invoices 3 $248.70 Vendor 49069 - DAVE FISCHER 2937109 Toilet Rebate Program Paid by Check #109252 05/04/2022 05/19/2022 05/31/2022 05/19/2022 58.00 Vendor 49069 - DAVE FISCHER Totals Invoices 1 $58.00 Vendor 48402 - FLYERS ENERGY LLC 22-513171 Oil & Lubricants Paid by Check #109253 04/26/2022 05/19/2022 04/30/2022 05/19/2022 1,943.79 22-514717 Gasoline Fuel Inventory Paid by Check #109253 04/27/2022 05/19/2022 04/30/2022 05/19/2022 2,146.26 22-517004 Diesel Expense Paid by Check #109253 04/29/2022 05/19/2022 04/30/2022 05/19/2022 3,340.61 22-523315 Gasoline Fuel Inventory Paid by Check #109253 05/06/2022 05/19/2022 05/31/2022 05/19/2022 3,383.74 Vendor 48402 - FLYERS ENERGY LLC Totals Invoices 4 $10,814.40 Vendor 49458 - GEOTAB USA INC IN304501 Service Contracts Paid by Check #109254 04/30/2022 05/19/2022 04/30/2022 05/19/2022 691.25 Vendor 49458 - GEOTAB USA INC Totals Invoices 1 $691.25 Vendor 49771 - KATHRYN GOODRIDGE 2315114 Toilet Rebate Program Paid by Check #109255 05/09/2022 05/19/2022 05/31/2022 05/19/2022 100.00 Vendor 49771 - KATHRYN GOODRIDGE Totals Invoices 1 $100.00 Vendor 15600 - GRAINGER 9250113488 Buildings Paid by Check #109256 03/18/2022 05/19/2022 04/30/2022 05/19/2022 396.86 9281479619 Shop Supplies Paid by Check #109256 04/18/2022 05/19/2022 04/30/2022 05/19/2022 423.25 9287914064 Pump Stations Paid by Check #109256 04/22/2022 05/19/2022 04/30/2022 05/19/2022 1,510.47 9288341200 Pump Stations Paid by Check #109256 04/22/2022 05/19/2022 04/30/2022 05/19/2022 647.35 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 4 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 46 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 9292063618 HVAC Air Filters & Parts Paid by Check #109256 04/26/2022 05/19/2022 04/30/2022 05/19/2022 733.15 9292063634 Secondary Equipment Paid by Check #109256 04/26/2022 05/19/2022 04/30/2022 05/19/2022 686.87 9294210191 HVAC Air Filters & Parts Paid by Check #109256 04/27/2022 05/19/2022 04/30/2022 05/19/2022 488.76 9293907680 Buildings Paid by Check #109256 04/27/2022 05/19/2022 04/30/2022 05/19/2022 310.79 9295441605 Small Tools Paid by Check #109256 04/28/2022 05/19/2022 04/30/2022 05/19/2022 322.07 9297153539 Pump Stations Paid by Check #109256 04/29/2022 05/19/2022 04/30/2022 05/19/2022 521.60 Vendor 15600 - GRAINGER Totals Invoices 10 $6,041.17 Vendor 48303 - HADRONEX INC 21818 Infiltration & Inflow Paid by Check #109257 05/04/2022 05/19/2022 07/01/2022 05/19/2022 26,510.00 Vendor 48303 - HADRONEX INC Totals Invoices 1 $26,510.00 Vendor 49110 - HATCHBACK CREATIVE 2946 Public Relations Expense Paid by Check #109258 04/10/2022 05/19/2022 04/30/2022 05/19/2022 1,275.00 Vendor 49110 - HATCHBACK CREATIVE Totals Invoices 1 $1,275.00 Vendor 48332 - HDR ENGINEERING INC 1200427914 Contractual Services Paid by Check #109259 05/02/2022 05/19/2022 05/31/2022 05/19/2022 1,295.00 Vendor 48332 - HDR ENGINEERING INC Totals Invoices 1 $1,295.00 Vendor 44430 - HIGH SIERRA BUSINESS SYSTEMS 123947 Service Contracts Paid by Check #109260 04/20/2022 05/19/2022 04/30/2022 05/19/2022 123.09 124239 Service Contracts Paid by Check #109260 05/02/2022 05/19/2022 04/30/2022 05/19/2022 123.09 124240 Service Contracts Paid by Check #109260 05/02/2022 05/19/2022 04/30/2022 05/19/2022 973.29 Vendor 44430 - HIGH SIERRA BUSINESS SYSTEMS Totals Invoices 3 $1,219.47 Vendor 49604 - HOUSTON MAGNANI AND ASSOCIATES 6420 Contractual Services Paid by Check #109261 04/27/2022 05/19/2022 04/30/2022 05/19/2022 800.00 Vendor 49604 - HOUSTON MAGNANI AND ASSOCIATES Totals Invoices 1 $800.00 Vendor 48140 - INTEGRITY LOCKSMITH i32334 Buildings Paid by Check #109262 11/09/2021 05/19/2022 04/30/2022 05/19/2022 43.39 Vendor 48140 - INTEGRITY LOCKSMITH Totals Invoices 1 $43.39 Vendor 43694 - KIMBALL MIDWEST 9823226 Shop Supplies Paid by Check #109263 04/20/2022 05/19/2022 04/30/2022 05/19/2022 92.76 9823678 Shop Supplies Paid by Check #109263 04/20/2022 05/19/2022 04/30/2022 05/19/2022 1,088.32 9825394 Shop Supplies Paid by Check #109263 04/20/2022 05/19/2022 04/30/2022 05/19/2022 17.83 9837036 Shop Supplies Paid by Check #109263 04/25/2022 05/19/2022 04/30/2022 05/19/2022 440.06 9853184 Shop Supplies Paid by Check #109263 04/29/2022 05/19/2022 04/30/2022 05/19/2022 604.53 Vendor 43694 - KIMBALL MIDWEST Totals Invoices 5 $2,243.50 Vendor 49725 - LAKESIDE TERMITE & PEST CONTROL 013771361 Buildings Paid by Check #109264 05/03/2022 05/19/2022 05/31/2022 05/19/2022 150.00 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 5 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 47 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 49725 - LAKESIDE TERMITE & PEST CONTROL Totals Invoices 1 $150.00 Vendor 22200 - LANGENFELD ACE HARDWARE Apr 22 Stmt Material, Small Tools & Shop Supplies Paid by Check #109265 04/30/2022 05/19/2022 04/30/2022 05/19/2022 1,799.36 Vendor 22200 - LANGENFELD ACE HARDWARE Totals Invoices 1 $1,799.36 Vendor 22550 - LIBERTY UTILITIES May 2022 Electricity Paid by Check #109266 05/06/2022 05/19/2022 04/30/2022 05/19/2022 39,525.70 Vendor 22550 - LIBERTY UTILITIES Totals Invoices 1 $39,525.70 Vendor 47903 - LINDE GAS & EQUIPMENT INC 66721729 Shop Supplies Paid by Check #109267 10/22/2021 05/19/2022 04/30/2022 05/19/2022 156.96 67887759 Shop Supplies Paid by Check #109267 12/22/2021 05/19/2022 04/30/2022 05/19/2022 173.64 69573160 Shop Supplies Paid by Check #109267 03/22/2022 05/19/2022 04/30/2022 05/19/2022 163.86 10026641 Shop Supplies Paid by Check #109267 04/26/2022 05/19/2022 04/30/2022 05/19/2022 61.74 10194612 Shop Supplies Paid by Check #109267 04/30/2022 05/19/2022 04/30/2022 05/19/2022 130.89 10251673 Shop Supplies Paid by Check #109267 05/05/2022 05/19/2022 05/31/2022 05/19/2022 7.44 Vendor 47903 - LINDE GAS & EQUIPMENT INC Totals Invoices 6 $694.53 Vendor 49764 - CLAUDIO LOPEZ BOOTS0422 Safety Equipment - Physicals Paid by Check #109268 04/28/2022 05/19/2022 04/30/2022 05/19/2022 69.43 Vendor 49764 - CLAUDIO LOPEZ Totals Invoices 1 $69.43 Vendor 43881 - MEDICAL TRAINING SERVICES 22-69 Safety Programs Paid by Check #109269 04/27/2022 05/19/2022 04/30/2022 05/19/2022 69.00 22-73 Safety Programs Paid by Check #109269 05/03/2022 05/19/2022 04/30/2022 05/19/2022 5,060.00 Vendor 43881 - MEDICAL TRAINING SERVICES Totals Invoices 2 $5,129.00 Vendor 18150 - MEEKS BUILDING CENTER Apr 22 Stmt Material Paid by Check #109270 04/30/2022 05/19/2022 04/30/2022 05/19/2022 820.80 Vendor 18150 - MEEKS BUILDING CENTER Totals Invoices 1 $820.80 Vendor 43123 - MSC INDUSTRIAL SUPPLY CO 66266895 Shop Supplies Paid by Check #109271 05/03/2022 05/19/2022 05/31/2022 05/19/2022 228.38 77550470 Shop Supplies Paid by Check #109271 05/04/2022 05/19/2022 05/31/2022 05/19/2022 202.41 Vendor 43123 - MSC INDUSTRIAL SUPPLY CO Totals Invoices 2 $430.79 Vendor 48576 - MSDS ONLINE DBA VELOCITYEHS 250910 Safety Programs Paid by Check #109272 01/25/2022 05/19/2022 04/30/2022 05/19/2022 2,899.00 Vendor 48576 - MSDS ONLINE DBA VELOCITYEHS Totals Invoices 1 $2,899.00 Vendor 19200 - NELS TAHOE HARDWARE Apr 22 Stmt Material Paid by Check #109273 04/30/2022 05/19/2022 04/30/2022 05/19/2022 189.33 Vendor 19200 - NELS TAHOE HARDWARE Totals Invoices 1 $189.33 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 6 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 48 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 48655 - REGENTS NEVADA SYS HIGHER EDUCATION CI-06-6913/24 Wells Paid by Check #109274 04/28/2022 05/19/2022 04/30/2022 05/19/2022 671.37 Vendor 48655 - REGENTS NEVADA SYS HIGHER EDUCATION Totals Invoices 1 $671.37 Vendor 44607 - OLIN CORPORATION 3000102526 Hypochlorite Paid by Check #109275 04/27/2022 05/19/2022 04/30/2022 05/19/2022 4,679.86 Vendor 44607 - OLIN CORPORATION Totals Invoices 1 $4,679.86 Vendor 20450 - PDM STEEL 483517-01 Shop Supplies Paid by Check #109276 04/29/2022 05/19/2022 04/30/2022 05/19/2022 741.83 Vendor 20450 - PDM STEEL Totals Invoices 1 $741.83 Vendor 49554 - PROMINENCE ADMINISTRATIVE SERVICES Apr 22 Stmt Dental Acct Admin Paid by Check #109277 04/30/2022 05/19/2022 04/30/2022 05/19/2022 45.00 Vendor 49554 - PROMINENCE ADMINISTRATIVE SERVICES Totals Invoices 1 $45.00 Vendor 45007 - PUMPWORKS LLC 8917 Peerless Pump Paid by Check #109278 04/28/2022 05/19/2022 04/30/2022 05/19/2022 8,771.00 Vendor 45007 - PUMPWORKS LLC Totals Invoices 1 $8,771.00 Vendor 48802 - R S HUGHES CO INC 79647627-00 Confined Space Rescue Trailer/Equipment Paid by Check #109279 04/29/2022 05/19/2022 04/30/2022 05/19/2022 457.68 Vendor 48802 - R S HUGHES CO INC Totals Invoices 1 $457.68 Vendor 43332 - RED WING SHOE STORE 90881 Safety Equipment - Physicals Paid by Check #109280 04/28/2022 05/19/2022 04/30/2022 05/19/2022 184.24 Vendor 43332 - RED WING SHOE STORE Totals Invoices 1 $184.24 Vendor 49766 - PATRICK RILEY BOOTS2022 Safety Equipment - Physicals Paid by Check #109281 05/02/2022 05/19/2022 05/31/2022 05/19/2022 58.88 Vendor 49766 - PATRICK RILEY Totals Invoices 1 $58.88 Vendor 48735 - SILVER STATE ANALYTICAL LAB RN283605 Monitoring Paid by Check #109282 04/25/2022 05/19/2022 04/30/2022 05/19/2022 501.00 Vendor 48735 - SILVER STATE ANALYTICAL LAB Totals Invoices 1 $501.00 Vendor 49767 - LEO SON BOOTS2022 Safety Equipment - Physicals Paid by Check #109283 04/24/2022 05/19/2022 04/30/2022 05/19/2022 86.99 Vendor 49767 - LEO SON Totals Invoices 1 $86.99 Vendor 43888 - SONSRAY MACHINERY LLC PSO015393-1 Automotive Paid by Check #109284 04/12/2022 05/19/2022 04/30/2022 05/19/2022 783.16 Vendor 43888 - SONSRAY MACHINERY LLC Totals Invoices 1 $783.16 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 7 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 49 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 44577 - SOUNDPROS INC 220422-52 Public Relations Expense Paid by Check #109285 04/22/2022 05/19/2022 04/30/2022 05/19/2022 49.00 Vendor 44577 - SOUNDPROS INC Totals Invoices 1 $49.00 Vendor 23450 - SOUTH TAHOE REFUSE Apr 22 Stmt Refuse Disposal Paid by Check #109286 04/30/2022 05/19/2022 04/30/2022 05/19/2022 3,824.71 Vendor 23450 - SOUTH TAHOE REFUSE Totals Invoices 1 $3,824.71 Vendor 45168 - SOUTHWEST GAS APRIL 2022 - 3 Natural Gas Paid by Check #109287 04/28/2022 05/19/2022 04/30/2022 05/19/2022 15,034.90 Vendor 45168 - SOUTHWEST GAS Totals Invoices 1 $15,034.90 Vendor 49064 - STAPLES BUSINESS ADVANTAGE 3506911941 Office Supply Issues Paid by Check #109288 04/30/2022 05/19/2022 04/30/2022 05/19/2022 190.26 3506911943 Office Supply Issues Paid by Check #109288 04/30/2022 05/19/2022 04/30/2022 05/19/2022 56.33 3506911944 Office Supply Issues Paid by Check #109288 04/30/2022 05/19/2022 04/30/2022 05/19/2022 621.50 Vendor 49064 - STAPLES BUSINESS ADVANTAGE Totals Invoices 3 $868.09 Vendor 49576 - JOSEPH STUMPH 05052022 Dues - Memberships - Certification Paid by Check #109289 05/05/2022 05/19/2022 05/31/2022 05/19/2022 145.00 Vendor 49576 - JOSEPH STUMPH Totals Invoices 1 $145.00 Vendor 48441 - SWRCB-ELAP FEES EA-AN-0722-1569 Dues - Memberships - Certification Paid by Check #109290 04/01/2022 05/19/2022 07/01/2022 05/19/2022 6,550.00 Vendor 48441 - SWRCB-ELAP FEES Totals Invoices 1 $6,550.00 Vendor 24050 - TAHOE BASIN CONTAINER SERVICE Apr 22 Stmt Refuse Disposal Paid by Check #109291 04/30/2022 05/19/2022 04/30/2022 05/19/2022 12,871.58 Vendor 24050 - TAHOE BASIN CONTAINER SERVICE Totals Invoices 1 $12,871.58 Vendor 49032 - TAHOE BEACH & SKI CLUB Apr 22 Stmt Standby Accomodations Paid by Check #109292 04/30/2022 05/19/2022 04/30/2022 05/19/2022 212.60 Vendor 49032 - TAHOE BEACH & SKI CLUB Totals Invoices 1 $212.60 Vendor 24100 - TAHOE BLUEPRINT 051281 Bijou #2 & #3 Waterline Replacement Paid by Check #109293 05/09/2022 05/19/2022 05/31/2022 05/19/2022 297.15 051283 Waterline, Bowers Paid by Check #109293 05/09/2022 05/19/2022 05/31/2022 05/19/2022 297.15 Vendor 24100 - TAHOE BLUEPRINT Totals Invoices 2 $594.30 Vendor 24325 - TAHOE SAND & GRAVEL 26760 Pipe - Covers & Manholes Paid by Check #109294 04/08/2022 05/19/2022 04/30/2022 05/19/2022 840.96 26566 Pipe - Covers & Manholes Paid by Check #109294 04/27/2022 05/19/2022 04/30/2022 05/19/2022 307.65 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 8 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 50 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 24325 - TAHOE SAND & GRAVEL Totals Invoices 2 $1,148.61 Vendor 48927 - TAHOE VALLEY LODGE Apr 22 Stmt Standby Accommodations Paid by Check #109295 04/30/2022 05/19/2022 04/30/2022 05/19/2022 2,620.00 Vendor 48927 - TAHOE VALLEY LODGE Totals Invoices 1 $2,620.00 Vendor 49420 - THATCHER COMPANY OF NEVADA INC 2022400104173 Hypochlorite Paid by Check #109296 04/06/2022 05/19/2022 04/30/2022 05/19/2022 972.16 2022400104175 Hypochlorite Paid by Check #109296 04/06/2022 05/19/2022 04/30/2022 05/19/2022 2,252.04 Vendor 49420 - THATCHER COMPANY OF NEVADA INC Totals Invoices 2 $3,224.20 Vendor 49343 - THE UNION IN30959 Ads-Legal Notices Paid by Check #109297 04/30/2022 05/19/2022 04/30/2022 05/19/2022 607.00 IN30960 Contractual Services Paid by Check #109297 04/30/2022 05/19/2022 04/30/2022 05/19/2022 330.22 IN30961 Ads-Legal Notices Paid by Check #109297 04/30/2022 05/19/2022 04/30/2022 05/19/2022 333.00 IN30962 Public Relations Expense Paid by Check #109297 04/30/2022 05/19/2022 04/30/2022 05/19/2022 1,163.00 IN30963 Ads-Legal Notices Paid by Check #109297 04/30/2022 05/19/2022 04/30/2022 05/19/2022 316.75 IN30964 Keller Heavenly Water System Improvement Paid by Check #109297 04/30/2022 05/19/2022 04/30/2022 05/19/2022 374.51 Vendor 49343 - THE UNION Totals Invoices 6 $3,124.48 Vendor 15398 - THERMO FISHER SCIENTIFIC 9021224149 Laboratory Supplies Paid by Check #109298 04/28/2022 05/19/2022 04/30/2022 05/19/2022 1,655.18 Vendor 15398 - THERMO FISHER SCIENTIFIC Totals Invoices 1 $1,655.18 Vendor 42546 - TRUCKEE OVERHEAD DOOR INC 49870 Buildings Paid by Check #109299 04/22/2022 05/19/2022 05/31/2022 05/19/2022 3,975.00 Vendor 42546 - TRUCKEE OVERHEAD DOOR INC Totals Invoices 1 $3,975.00 Vendor 44519 - UNITED RENTALS INC 205437969-001 Travel - Meetings - Education Paid by Check #109300 04/20/2022 05/19/2022 04/30/2022 05/19/2022 191.25 Vendor 44519 - UNITED RENTALS INC Totals Invoices 1 $191.25 Vendor 43718 - USA BLUE BOOK 964324 Wells Paid by Check #109301 05/02/2022 05/19/2022 05/31/2022 05/19/2022 5,712.31 Vendor 43718 - USA BLUE BOOK Totals Invoices 1 $5,712.31 Vendor 45243 - VELOCITY VEHICLE GROUP XA261083496:01 Automotive Paid by Check #109302 04/28/2022 05/19/2022 04/30/2022 05/19/2022 349.77 Vendor 45243 - VELOCITY VEHICLE GROUP Totals Invoices 1 $349.77 Vendor 48405 - WAXIE SANITARY SUPPLY 80853469 Field, Shop & Safety Supplies Inventory Paid by Check #109303 04/27/2022 05/19/2022 04/30/2022 05/19/2022 151.08 Vendor 48405 - WAXIE SANITARY SUPPLY Totals Invoices 1 $151.08 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 9 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing 51 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 25700 - WEDCO INC 757349 Engineering Offices Remodel Paid by Check #109304 04/26/2022 05/19/2022 04/30/2022 05/19/2022 15.42 757808 Repair - Maintenance Water Tanks Paid by Check #109304 04/28/2022 05/19/2022 04/30/2022 05/19/2022 367.06 759235 Shop Supplies Paid by Check #109304 05/05/2022 05/19/2022 05/31/2022 05/19/2022 169.13 Vendor 25700 - WEDCO INC Totals Invoices 3 $551.61 Vendor 48408 - WELCOME'S AUTO BODY & TOWING 7975 Automotive Paid by Check #109305 04/06/2022 05/19/2022 04/30/2022 05/19/2022 1,852.00 Vendor 48408 - WELCOME'S AUTO BODY & TOWING Totals Invoices 1 $1,852.00 Vendor 25850 - WESTERN NEVADA SUPPLY 19042644-1 Meters & Parts Inventory Paid by Check #109306 04/28/2022 05/19/2022 04/30/2022 05/19/2022 9,159.69 19255047 Pipe Inventory Paid by Check #109306 04/28/2022 05/19/2022 04/30/2022 05/19/2022 3,389.30 19255051 Pipe - Covers & Manholes Paid by Check #109306 04/28/2022 05/19/2022 04/30/2022 05/19/2022 4,086.83 39261467 Shop Supplies Paid by Check #109306 05/02/2022 05/19/2022 05/31/2022 05/19/2022 65.10 39262098 Grounds & Maintenance Paid by Check #109306 05/03/2022 05/19/2022 05/31/2022 05/19/2022 151.91 19087854 Boxes-Lids-Extensions Inventory Paid by Check #109306 03/21/2022 05/19/2022 04/30/2022 05/19/2022 3,222.10 19258314 Repair Clamps Inventory Paid by Check #109306 05/02/2022 05/19/2022 05/31/2022 05/19/2022 1,261.54 19265556 Valves Elbows Ts Flanges Inventory Paid by Check #109306 05/05/2022 05/19/2022 05/31/2022 05/19/2022 2,116.10 19265594 Small Brass Parts Inventory Paid by Check #109306 05/05/2022 05/19/2022 05/31/2022 05/19/2022 681.17 19265559 Pipe - Covers & Manholes Paid by Check #109306 05/09/2022 05/19/2022 05/31/2022 05/19/2022 408.68 Vendor 25850 - WESTERN NEVADA SUPPLY Totals Invoices 10 $24,542.42 Grand Totals Invoices 153 $417,660.34 Run by Gregory Dupree on 05/11/2022 11:50:44 AM Page 10 of 10 Payment of Claims Payment Date Range 05/19/22 - 05/19/22 Report By Vendor - Invoice Summary Listing Liberty Utilities void chk #108853 $(116,867.80) Liberty Utilities reissue chk #109211 $116,867.80 Nevada Seal & Pump void chk #109171 $(4,512.27) _________________________________________________ 05/19/22 P.O.C Total $413,148.07 52 BOARD AGENDA ITEM 13a TO: Board of Directors FROM: John Thiel, General Manager Paul Hughes, Chief Financial Officer Liz Kauffman, Human Resources Director MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Closed Session – Conference with Labor Negotiators REQUESTED BOARD ACTION: Direct Staff DISCUSSION: Pursuant to Section 54957.6 of the California Government Code. Closed Session may be held for conference with Labor Negotiators: John Thiel, General Manager; Paul Hughes, Chief Financial Officer; and Liz Kauffman, Human Resources Director, regarding Memorandum of Understanding with Stationary Engineers, Local 39. 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 Shane Romsos David Peterson Kelly Sheehan Nick Exline 53 BOARD AGENDA ITEM 13b TO: Board of Directors FROM: John Thiel, General Manager Paul Hughes, Chief Financial Officer Liz Kauffman, Human Resources Director MEETING DATE: May 19, 2022 ITEM – PROJECT NAME: Closed Session – New Management Memorandum of Understanding Contract Negotiations REQUESTED BOARD ACTION: Direct Staff DISCUSSION: Pursuant to Government Code Section 54957(a)/Conference with Labor Negotiators: Memorandum of Understanding with Management Group. Present at this Closed Session will be Agency Negotiators: John Thiel, General Manager; Paul Hughes, Chief Financial Officer; 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: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Chris Cefalu Shane Romsos David Peterson Kelly Sheehan Nick Exline 54