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2023.05.18 District Board Agenda Packet 5-18-23 SOUTH TAHOE PUBLIC UTILITY DISTRICT REGULAR BOARD MEETING AGENDA Thursday, May 18, 2023 - 2:00 p.m. District Board Room 1275 Meadow Crest Drive, South Lake Tahoe, California David Peterson, President BOARD MEMBERS Kelly Sheehan, Director Nick Haven, Director Shane Romsos, Vice President 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. Fiscal Year 2023/24 Water and Sewer Service Charge Rates (Ryan Lee, Customer Service Manager) (1) Authorize the use of Sewer Rate Stabilization Funds in the amount of $2 million in Fiscal Year 2023/24, and (2) Approve Resolution No. 3244-23 confirming the water and sewer service rate increases of 9.5% and 9.5% for Fiscal Year 2023/24. b. Fiscal Year 2023/24 Sewer Enterprise Fund Budget (Paul Hughes, Chief Financial Officer) Adopt Resolution No. 3245-23 for the Fiscal Year 2023/24 Sewer Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action on the sewer service rate increases. c. Fiscal Year 2023/24 Water Enterprise Fund Budget (Paul Hughes, Chief Financial Officer) Adopt Resolution No. 3246-23 for the Fiscal Year 2023/24 Water Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action on the water service rate increases. REGULAR BOARD MEETING AGENDA – May 18, 2023 PAGE – 2 d. Appointment of Interim Grants Coordinator (Paul Hughes, Chief Financial Officer) Appoint Lynn Nolan, a CalPERS retired annuitant, as the Interim Grants Coordinator from May 19, 2023, through the maximum end date of December 31, 2023. e. General Manager Sick Leave Accrual (Liz Kauffman, Human Resources Director and Paul Hughes, Chief Financial Officer) Approve an exception to the sick leave benefits as applicable to the General Manager and authorize payment to the General Manager for excess sick leave accrual in the amount of approximately $40,788 upon separation of the employment.. f. Interim General Manager Appointment (Liz Kauffman, Human Resources Director) Appoint Paul Hughes, Chief Financial Officer, to the position of Interim General Manager effective June 3, 2023 through selection and hiring of a new General Manager. g. Winter Storms Emergency Response (John Thiel, General Manager) 1) Pursuant to Public Contract Code Section 22050(c), continue the emergency action to respond to the Winter Storms Emergency pursuant to Resolution No. 3242-23. 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. STAFF/ATTORNEY REPORTS (Discussions may take place; however, no action will be taken.) a. Recycled Water Strategic Plan Update (Stephen Caswell, Principal Engineer) 11. GENERAL MANAGER REPORT (Discussion may take place; however, no action will be taken.) a. Staffing Update b. Tahoe Chamber – State of the South Shore 2023 c. Lake Valley Fire – Black Bart Fire Station d. Bently Composting 12. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS Past Meetings/Events 05/04/2023 – 2:00 p.m. Regular Board Meeting at the District 05/15/2023 – 3:30 p.m. Operations Committee Meeting at the District 05/17/2023 – 10:00 a.m. El Dorado Water Agency Meeting in Placerville 05/18/2023 – 1:00 p.m. Executive Committee Meeting at the District Future Meetings/Events 05/23/2023 – 6:00 p.m. Recycled Water Strategic Plan Public Meeting at the District 06/01/2023 - 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 54956.9(d)(1) of the California Government code, Closed Session may be held for conference with legal counsel regarding existing litigation: Yolo County Superior Court Case CV 2021-1686, Alpine County vs. South Tahoe Public Utility District; et al. REGULAR BOARD MEETING AGENDA – May 18, 2023 PAGE – 3 ADJOURNMENT (The next Regular Board Meeting is Thursday, June 1, 2023, 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 18, 2023 PAGE – 4 SOUTH TAHOE PUBLIC UTILITY DISTRICT CONSENT CALENDAR Thursday, May 18, 2023 ITEMS FOR CONSENT a. 2022 SEWER LINE SPOT REPAIRS & LATERAL ABANDONMENT SERVICES (Richard Jones, Underground Sewer Repair Supervisor and Heidi Baugh, Purchasing Agent) 1) Approve Change Order No. 1 to final quantities completed as a credit to the District in the amount of $38,750; and 2) authorize General Manager to approve (a) Notice of Completion for recordation with the El Dorado County Clerk, and (b) Closeout Agreement and Release of Claims for Robotic Sewer Solutions Inc. for the 2022 Sewer Line Spot Repairs & Lateral Abandonment Services Contract. b. RECEIVE AND FILE PAYMENT OF CLAIMS (Greg Dupree, Accounting Manager) Receive and file Payment of Claims in the amount of $1,268,501.08 c. REGULAR BOARD MEETING MINUTES: May 4, 2023 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approve May 4, 2023, Minutes BOARD AGENDA ITEM 4a TO: Board of Directors FROM: Richard Jones, Underground Sewer Repair Supervisor Heidi Baugh, Purchasing Agent MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: 2022 Sewer Line Spot Repairs & Lateral Abandonment Services REQUESTED BOARD ACTION: 1) Approve Change Order No. 1 to final quantities completed as a credit to the District in the amount of $38,750; and 2) authorize General Manager to approve (a) Notice of Completion for recordation with the El Dorado County Clerk, and (b) Closeout Agreement and Release of Claims for Robotic Sewer Solutions Inc. for the 2022 Sewer Line Spot Repairs & Lateral Abandonment Services Contract. DISCUSSION: On April 20, 2023, Robotic Sewer Solutions Inc., completed work for the 2022 Sewer Line Spot Repairs & Lateral Abandonment Services Contract. The Change Order adjusts the Contract price from the award value to the value of actual work completed. With Board approval, the General Manager will work with staff to approve and file the Notice of Completion with the El Dorado County Clerk, which will initiate the Stop Notice filing period on this Contract. Robotic Sewer Solutions did not use any subcontractors and there have been no Preliminary Stop Notices received to date. Staff requests that the Board authorize the General Manager to approve the Closeout Agreement and Release of Claims following the Stop Notice period if no Stop Notices are received. General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline Richard Jones Page 2 May 18, 2023 SCHEDULE: N/A COSTS: <$38,750.00> ACCOUNT NO: 10.22.6055 BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Change Order No. 1, Notice of Completion, Closeout Agreement and Release of Claims ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 1 CHANGE ORDER NUMBER 1 Project 2022 Sewer Line Spot Repairs and Lateral Abandonment Contractor ROBOTIC SEWER SOLUTIONS INC. Date 05/18/2023 PO #2022-00001222 The Contract Shall Be Changed As Follows: A. Adjust contract amount to final quantities completed for Bid Item Nos. 1 through 21 (spot repairs and lateral abandonments) for a credit to the District in the amount of $38,750.00. TOTAL FOR ITEM A IS -<$38,750.00> TOTAL FOR CHANGE ORDER NUMBER 1 IS = <$38,750.00> Dollar Amounts Contract Time Original Contract $150,450.00 NA Previous Change Orders $ 0 NA Current Contract $150,450.00 NA THIS CHANGE ORDER <$38,750.00> NA New Contract Total $111,250.00 NA Contractor agrees to make the herein-described changes in accordance with the terms hereof. The change in contract price and/or contract time noted is full settlement for costs incurred as a result of the change(s) described, unless specifically noted in individual description(s). Date:____________________ Authorized By STPUD Board President Date:_____________________ Accepted By Contractor Date:_____________________ Reviewed By RECORDING REQUESTED BY: SOUTH TAHOE PUBLIC UTILITY DISTRICT ATTN: HEIDI BAUGH, Purchasing Agent WHEN RECORDED MAIL TO: SOUTH TAHOE PUBLIC UTILITY DISTRICT 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 SPACE ABOVE THIS LINE FOR RECORDER’S USE APN: NA NOTICE OF COMPLETION NOTICE IS HEREBY GIVEN THAT: 1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described. 2. The FULL NAME of the OWNER is South Tahoe Public Utility District 3. The FULL ADDRESS of the OWNER is 1275 Meadow Crest Drive, South Lake Tahoe, CA 96150 4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: In fee. (If other than fee, strike “in fee” and insert here, for example, “purchaser under contract of purchase,” or “lessee.” 5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS, if any, WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are: Name & Address Name & Address 6. The FULL NAMES of FULL ADDRESSES OF THE PREDECESSORS in INTEREST of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to: Name & Address Name & Address 7. A work of improvement on the property hereinafter described was COMPLETED on April 20, 2023. 8. The work of improvement completed is described as follows: 2022 Sewer Line Spot Repairs and Lateral Abandonments Services. 9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is Robotic Sewer Solutions Inc. 10. The street address of said property is No street addresses (NA). 11. The property on which said work of improvement was completed is in the City of South Lake Tahoe and/or the County of El Dorado, State of California, and is described as follows: As shown in Exhibit “A” attached hereto and made a part hereof, and commonly known as scope of work for contract. DATE: May 18, 2023 SIGNATURE OF OWNER OR AGENT OF OWNER JOHN THIEL, General Mgr., South Tahoe Public Utility Dist. VERIFICATION FOR INDIVIDUAL OWNER: I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of the aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and the facts stated therein are true and correct. DATE AND PLACE SIGNATURE OF OWNER NAMED IN PARAGRAPH 2 VERIFICATION FOR NON-INDIVIDUAL OWNER: SOUTH TAHOE PUBLIC UTILITY DISTRICT I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Board President of the aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct. May 18, 2023 at South Lake Tahoe, Calif. DATE AND PLACE SIGNATURE OF PERSON SIGNING ON BEHALF OF OWNER JOHN THIEL, General Mgr., South Tahoe Public Utility District EXHIBIT “A” Notice of Completion 2022 SEWER LINE SPOT REPAIRS & LATERAL ABANDONMENTS The site of work is located in multiple rural and residential areas of the City of South Lake Tahoe and surrounding areas of the County of El Dorado, California. The work to be performed consists of repairs on 6”, 8”, 10”, 12”, 15”, 16” or 18” pipe consisting of asbestos cement (AC) or clay (VCP) pipe. All laterals are 4” pipe. Spot repairs will begin 1 foot above the upstream joint and end 1 foot below the downstream joint on any clay pipe with length-wise cracks. /// /// /// Notice of Completion 2022 SEWER LINE SPOT REPAIRS & LATERAL ABANDONMENTS EXHIBIT “A” CERTIFICATION I hereby certify that the foregoing is a full, true, and correct copy of the Notice of Completion that was approved by the Board of Directors of the South Tahoe Public Utility District, County of El Dorado, State of California, and executed by General Manager, John Thiel. Date Approved: ____________________________ Certified by: _______________________________ Melonie Guttry, Clerk of the Board 1 CLOSEOUT AGREEMENT AND RELEASE OF CLAIMS THIS CLOSEOUT AGREEMENT AND RELEASE OF CLAIMS (Agreement) is made in South Lake Tahoe, California, this _____ day of May, 2023 by and between the South Tahoe Public Utility DISTRICT, hereinafter referred to as "DISTRICT", and Robotic Sewer Solutions Inc., hereinafter referred to as "CONTRACTOR". KNOW ALL PERSONS BY THESE PRESENTS: 1. The DISTRICT and CONTRACTOR entered into that agreement for Purchase Order Nos. 2022-00001222, for DISTRICT project described as 2022 SEWER LINE SPOT REPAIRS & LATERAL ABANDONMENT SERVICES on April 20, 2022 (“Contract”). The Contract was amended through Change Order No. 1 by the parties, pertaining to Purchase Order No. 2022-00001222. 2. CONTRACTOR and DISTRICT agree that the total adjusted Contract price is as follows: Original Contract Price: $150,450.00 Adjusted Contract Price: $111,250.00 3. The DISTRICT and CONTRACTOR, by way of this Agreement fully closeout the Contract. 4. That the undersigned, as the authorized representative of CONTRACTOR, and for each of its successors, assigns and partners, for and in consideration of One Hundred Eleven Thousand Two Hundred Fifty Dollars and Zero Cents ($111,250.00), receipt of which is acknowledged, does release and forever discharge the DISTRICT, and each of its successors, assigns, directors, officers, agents, servants, volunteers and employees, from any and all rights, claims, causes of action, demands, debts, obligations, liabilities, actions, damages, costs and expenses (including but not limited to attorneys, paralegal and experts’ fees, costs and expenses) and other claims, which may be asserted against DISTRICT by reason of any matter or thing which was the subject matter of or basis for: A. The performance of all terms and conditions of the Contract; and, B. Change Order No. 1, as approved by the parties, pertaining to the Contract. 5. Nothing contained in this Agreement shall waive or alter the rights, privileges, and powers of the DISTRICT or the duties, liabilities and obligations of the CONTRACTOR and its surety(ies) in respect to any portions of the Contract Documents for the Contract. 6. The DISTRICT has received the following claims from the CONTRACTOR: None. 7. Upon execution of this Agreement, the DISTRICT agrees to promptly record a NOTICE OF COMPLETION with the El Dorado County Recorder. 8. The current retention amount is: $ 5,562.50 Original Contract amount: $150,450.00 Total Change Order Amount: <$ 38,750.00> Less: Amount Previously Paid: (Request Nos. 1-3) $105,687.50 Retainage: $ 5,562.50 BALANCE: $ - 0 – 2 The retainage will be released to the CONTRACTOR at the expiration of thirty (30) calendar days after date of recording the NOTICE OF COMPLETION by El Dorado County Recorder or when all stop notices have been released, whichever last occurs. The release provided pursuant to this Agreement shall not apply to CONTRACTOR’S right to the retention amount until and to the extent such amounts are received by COTNRACTOR. 9. It is understood and agreed by CONTRACTOR that the facts with respect to which the release provided pursuant to this Agreement is given may turn out to be other than or different from the facts as now known or believed to be, and CONTRACTOR expressly assumes the risk of the facts turning out to be different than they now appear, and agrees that the release provided pursuant to this Agreement shall be, in all respects, effective and not subject to termination or rescission by any such difference in fats and CONTRACTOR expressly waives any and all rights it has or may have under California Civil Code Section 1542, which provides as follows: “A general release does not extend to claims which the creditor does not know or suspect to exist in his favor at the time of executing the Release which if know by him must have materially affected his settlement with the debtor.” 10. The release made by the CONTRACTOR is not to be construed as an admission or admissions of liability and the CONTRACTOR denies any such liability. CONTRACTOR agrees that it will forever refrain and forebear from commencing, instituting or prosecuting any lawsuit, action or other proceeding against the DISTRICT based on, arising out of, or in any way connected with the subject matter of this release. 11. The CONTRACTOR releases the DISTRICT from all claims, including but not limited to those of its Subcontractors for all delay and impact costs, if any. 12. The CONTRACTOR represents and warrants to the DISTRICT that the CONTRACTOR has not assigned or transferred or purported to assign or transfer to any person, firm, corporation, association or entity any of the rights, claims, warranties, demands, debts, obligations, liabilities, actions, causes or action, damages, costs, expenses and other claims and the CONTRACTOR agrees to indemnify and hold harmless the DISTRICT, its successors, assigns, directors, officers, agents, servants, volunteers and employees, from and against, without limitation, any and all rights, claims, warranties, demands, debts, obligations, liabilities, actions, causes of action, damages, costs, expenses and other claims, including but not limited to attorneys’, paralegal and experts’ fees, costs and expenses arising out of or connected with any such assignment or transfer or purported assignment or transfer. 13. The parties acknowledge that they have been represented by counsel of their own choice in connection with the preparation and execution of this Agreement. The parties acknowledge and represent that they understand and voluntarily consent and agree to each and every provision contained in this Agreement. 14. The parties further acknowledge and represent that no promise, inducement or agreement, not expressed in this Agreement, have been made and that this Agreement contains the entire agreement among the parties and that the terms of the Agreement are contractual and not a mere recital. 15. The persons executing this Agreement represent and warrant to the other party that the execution and performance of the terms of this Agreement have been duly authorized by 3 all corporate, partnership, individual, or other entity requirements and that said persons have the right, power, legal capacity and authority to execute and enter into this Agreement. SOUTH TAHOE PUBLIC UTILITY DISTRICT JOHN THIEL, GENERAL MANAGER DATED ATTEST: MELONIE GUTTRY, CLERK OF BOARD DATED ROBOTIC SEWER SOLUTIONS INC. By: STEVE VOSSMEYER, PRESIDENT DATED PAYMENT OF CLAIMS Payroll 559,086.87 Total Payroll 559,086.87 ADP & Insight eTools 573.59 AFLAC/WageWorks claims and fees 130.80 Ameritas - Insurance Payments 6,672.90 Total Vendor EFT 7,377.29 Weekly Approved Check Batches Water Sewer Total 31,038.90 313,563.86 344,602.76 Wednesday, May 10, 2023 157,200.80 199,581.70 356,782.50 Total Accounts Payable Checks 701,385.26 Utility Management Refunds 651.66 Total Utility Management Checks 651.66 Grand Total $1,268,501.08 Payroll EFTs & Checks 5/2/2023 EFT CA Employment Taxes & W/H 23,180.95 EFT Federal Employment Taxes & W/H 117,376.70 EFT CalPERS Contributions 78,573.67 EFT Empower Retirement-Deferred Comp 24,617.09 EFT Stationary Engineers Union Dues 2,742.77 EFT CDHP Health Savings (HSA)7,069.12 EFT Retirement Health Savings 15,933.74 EFT United Way Contributions 10.00 EFT Employee Direct Deposits 288,264.90 CHK Employee Garnishments 159.23 CHK Employee Paychecks 1,158.70 Total 559,086.87 FOR APPROVAL May 18, 2023 5/2/23 Wednesday, May 3, 2023 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 44227 - *RENNER EQUIPMENT CO Y92626 Grounds & Maintenance Paid by Check #112271 02/22/2023 05/03/2023 04/30/2023 05/03/2023 2,078.93 Vendor 44227 - *RENNER EQUIPMENT CO Totals Invoices 1 $2,078.93 Vendor 43721 - ACWA/JPIA 0699299 ACWA Medical/Vision Insurance Paid by Check #112241 04/04/2023 05/03/2023 05/31/2023 05/03/2023 207,093.39 Vendor 43721 - ACWA/JPIA Totals Invoices 1 $207,093.39 Vendor 48983 - ADVANCED INFRASTRUCTURE TECHNOLOGIES LLC 221698 Line Locater Paid by Check #112242 02/23/2023 05/03/2023 04/30/2023 05/03/2023 8,077.50 Vendor 48983 - ADVANCED INFRASTRUCTURE TECHNOLOGIES LLC Totals Invoices 1 $8,077.50 Vendor 44039 - AFLAC 545673 Insurance Supplement Payable Paid by Check #112243 04/01/2023 05/03/2023 04/30/2023 05/03/2023 1,149.52 Vendor 44039 - AFLAC Totals Invoices 1 $1,149.52 Vendor 43949 - ALPEN SIERRA COFFEE ROASTING CO 231096 Office Supply Issues Paid by Check #112244 04/25/2023 05/03/2023 04/30/2023 05/03/2023 111.25 231097 Office Supply Issues Paid by Check #112244 04/25/2023 05/03/2023 04/30/2023 05/03/2023 64.25 231249 Office Supply Issues Paid by Check #112293 05/02/2023 05/10/2023 05/31/2023 05/10/2023 111.25 231250 Office Supply Issues Paid by Check #112293 05/02/2023 05/10/2023 05/31/2023 05/10/2023 64.25 Vendor 43949 - ALPEN SIERRA COFFEE ROASTING CO Totals Invoices 4 $351.00 Vendor 49337 - AMAZON CAPITAL SERVICES INC. 1KRH-TYFV-73J7 Small Tools Paid by Check #112245 04/13/2023 05/03/2023 04/30/2023 05/03/2023 92.40 1WDN-6F79-1FDW Safety Equipment - Physicals Paid by Check #112294 04/17/2023 05/10/2023 04/30/2023 05/10/2023 378.60 14TG-1HRT-1PQ3 Buildings Paid by Check #112245 04/20/2023 05/03/2023 04/30/2023 05/03/2023 195.30 Vendor 49337 - AMAZON CAPITAL SERVICES INC. Totals Invoices 3 $666.30 Vendor 40521 - AT&T MAY 2023 Telephone Paid by Check #112295 04/28/2023 05/10/2023 05/31/2023 05/10/2023 200.00 Vendor 40521 - AT&T Totals Invoices 1 $200.00 Vendor 45202 - AT&T MOBILITY APRIL 2023 Telephone Paid by Check #112296 04/19/2023 05/10/2023 04/30/2023 05/10/2023 227.41 Vendor 45202 - AT&T MOBILITY Totals Invoices 1 $227.41 Vendor 48000 - AT&T/CALNET 3 000019876712 Telephone Paid by Check #112298 05/01/2023 05/10/2023 04/30/2023 05/10/2023 22.98 000019876714 Telephone Paid by Check #112299 05/01/2023 05/10/2023 04/30/2023 05/10/2023 22.98 000019881915 Telephone Paid by Check #112297 05/01/2023 05/10/2023 04/30/2023 05/10/2023 1,730.56 Vendor 48000 - AT&T/CALNET 3 Totals Invoices 3 $1,776.52 Vendor 11551 - AXELSON IRON SHOP LLC 065175 Mobile Equipment Paid by Check #112246 04/24/2023 05/03/2023 04/30/2023 05/03/2023 106.58 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 1 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 11551 - AXELSON IRON SHOP LLC Totals Invoices 1 $106.58 Vendor 49339 - BASEFORM INC 04242023-184 Pipe - Covers & Manholes Paid by Check #112300 04/24/2023 05/10/2023 04/30/2023 05/10/2023 2,430.00 04252023-186 Pipe - Covers & Manholes Paid by Check #112300 04/25/2023 05/10/2023 04/30/2023 05/10/2023 2,516.00 Vendor 49339 - BASEFORM INC Totals Invoices 2 $4,946.00 Vendor 44109 - BB&H BENEFIT DESIGNS 90323 Contractual Services Paid by Check #112247 04/04/2023 05/03/2023 05/31/2023 05/03/2023 232.00 Vendor 44109 - BB&H BENEFIT DESIGNS Totals Invoices 1 $232.00 Vendor 45009 - BENTLY AGROWDYNAMICS 209946 Biosolid Disposal Costs Paid by Check #112301 04/28/2023 05/10/2023 04/30/2023 05/10/2023 1,252.05 Vendor 45009 - BENTLY AGROWDYNAMICS Totals Invoices 1 $1,252.05 Vendor 48995 - BRENLYN BORLEY Education #3 Tuition & Reimbursement Program Paid by Check #112248 02/21/2023 05/03/2023 04/30/2023 05/03/2023 1,600.00 Vendor 48995 - BRENLYN BORLEY Totals Invoices 1 $1,600.00 Vendor 42978 - BROWNSTEIN HYATT 934626 Legal Services March 2023 Paid by EFT #72 04/18/2023 05/03/2023 04/30/2023 05/03/2023 58,261.10 Vendor 42978 - BROWNSTEIN HYATT Totals Invoices 1 $58,261.10 Vendor 48767 - CALIFORNIA LAB SERVICE 3040563 Monitoring Paid by Check #112249 04/13/2023 05/03/2023 04/30/2023 05/03/2023 271.00 3040954 Monitoring Paid by Check #112249 04/20/2023 05/03/2023 04/30/2023 05/03/2023 63.00 3050039 Monitoring Paid by Check #112302 05/01/2023 05/10/2023 04/30/2023 05/10/2023 128.00 Vendor 48767 - CALIFORNIA LAB SERVICE Totals Invoices 3 $462.00 Vendor 49220 - CAMPORA PROPANE 3650647 Propane Paid by Check #112303 05/01/2023 05/10/2023 05/31/2023 05/10/2023 644.79 Vendor 49220 - CAMPORA PROPANE Totals Invoices 1 $644.79 Vendor 40176 - CASHMAN EQUIPMENT INPS3724228 Automotive Paid by Check #112250 01/20/2023 05/03/2023 04/30/2023 05/03/2023 163.19 Vendor 40176 - CASHMAN EQUIPMENT Totals Invoices 1 $163.19 Vendor 12535 - CITY OF SOUTH LAKE TAHOE AR194349 Construction & Excavation Permit Paid by Check #112304 04/14/2023 05/10/2023 04/30/2023 05/10/2023 4,865.00 Vendor 12535 - CITY OF SOUTH LAKE TAHOE Totals Invoices 1 $4,865.00 Vendor 49778 - COLUMN SOFTWARE PBC B41A7C18-0022 Tank Coatings Paid by Check #112305 04/28/2023 05/10/2023 05/31/2023 05/10/2023 94.03 Vendor 49778 - COLUMN SOFTWARE PBC Totals Invoices 1 $94.03 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 2 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 44739 - CYBER SECURITY SOURCE 11518 Service Contracts Paid by Check #112251 03/24/2023 05/03/2023 05/31/2023 05/03/2023 1,446.75 Vendor 44739 - CYBER SECURITY SOURCE Totals Invoices 1 $1,446.75 Vendor 48654 - D&H BROADCASTING LLC Mar 23 Stmt Public Relations Expense Paid by Check #112252 04/18/2023 05/03/2023 04/30/2023 05/03/2023 1,120.00 Vendor 48654 - D&H BROADCASTING LLC Totals Invoices 1 $1,120.00 Vendor 48289 - DIY HOME CENTER Apr 23 Stmt Buildings & Shop Supplies Paid by Check #112306 04/30/2023 05/10/2023 04/30/2023 05/10/2023 1,112.77 Vendor 48289 - DIY HOME CENTER Totals Invoices 1 $1,112.77 Vendor 49746 - GREGORY DUPREE DUPREE050723 Travel - Meetings - Education Paid by Check #112253 05/01/2023 05/03/2023 05/31/2023 05/03/2023 221.00 Vendor 49746 - GREGORY DUPREE Totals Invoices 1 $221.00 Vendor 49573 - EUROFINS TESTAMERICA 3800021732 Monitoring Paid by Check #112254 04/21/2023 05/03/2023 04/30/2023 05/03/2023 40.00 3800022048 Monitoring Paid by Check #112254 04/25/2023 05/03/2023 04/30/2023 05/03/2023 10.00 Vendor 49573 - EUROFINS TESTAMERICA Totals Invoices 2 $50.00 Vendor 14890 - FEDEX 8-114-51065 Postage Expenses Paid by Check #112307 04/28/2023 05/10/2023 04/30/2023 05/10/2023 73.50 Vendor 14890 - FEDEX Totals Invoices 1 $73.50 Vendor 41263 - FERGUSON ENTERPRISES LLC 0567575 Small Tools Paid by Check #112255 04/27/2023 05/03/2023 04/30/2023 05/03/2023 82.24 Vendor 41263 - FERGUSON ENTERPRISES LLC Totals Invoices 1 $82.24 Vendor 48402 - FLYERS ENERGY LLC 23-810433 Gasoline & Diesel Fuel Inventory Paid by Check #112256 04/26/2023 05/03/2023 04/30/2023 05/03/2023 5,806.31 23-813488 Gasoline & Diesel Expense Paid by Check #112308 05/01/2023 05/10/2023 05/31/2023 05/10/2023 1,244.37 Vendor 48402 - FLYERS ENERGY LLC Totals Invoices 2 $7,050.68 Vendor 49458 - GEOTAB USA INC IN338254 Service Contracts Paid by Check #112309 04/30/2023 05/10/2023 04/30/2023 05/10/2023 691.25 Vendor 49458 - GEOTAB USA INC Totals Invoices 1 $691.25 Vendor 48874 - STARLET GLAZE WalmartREIMB0423 Incentive & Recognition Program Paid by Check #112257 04/28/2023 05/03/2023 04/30/2023 05/03/2023 84.86 Vendor 48874 - STARLET GLAZE Totals Invoices 1 $84.86 Vendor 15600 - GRAINGER 9654833947 Pump Stations Paid by Check #112258 03/28/2023 05/03/2023 04/30/2023 05/03/2023 1,033.17 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 3 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 9684445837 Field, Shop & Safety Supplies Inventory Paid by Check #112258 04/24/2023 05/03/2023 04/30/2023 05/03/2023 161.56 9684797799 Buildings Paid by Check #112310 04/24/2023 05/10/2023 05/31/2023 05/10/2023 1,243.48 9684797815 Buildings Paid by Check #112310 04/24/2023 05/10/2023 05/31/2023 05/10/2023 196.58 9686824112 Small Tools Paid by Check #112258 04/25/2023 05/03/2023 04/30/2023 05/03/2023 399.14 9689170208 Grounds & Maintenance Paid by Check #112310 04/27/2023 05/10/2023 05/31/2023 05/10/2023 918.53 9692689635 Buildings & Shop Supplies Paid by Check #112310 05/01/2023 05/10/2023 05/31/2023 05/10/2023 1,184.27 9692880785 Buildings Paid by Check #112310 05/02/2023 05/10/2023 05/31/2023 05/10/2023 79.39 9694173015 Pump Stations Paid by Check #112310 05/02/2023 05/10/2023 05/31/2023 05/10/2023 43.27 Vendor 15600 - GRAINGER Totals Invoices 9 $5,259.39 Vendor 49768 - GTG LLC 132 Strategic Plan Update Paid by Check #112311 05/04/2023 05/10/2023 05/31/2023 05/10/2023 7,834.00 Vendor 49768 - GTG LLC Totals Invoices 1 $7,834.00 Vendor 49939 - HERC RENTALS INC 33577455-001 Misc Emergency Incident Expenses Paid by Check #112312 04/13/2023 05/10/2023 04/30/2023 05/10/2023 4,267.11 Vendor 49939 - HERC RENTALS INC Totals Invoices 1 $4,267.11 Vendor 49604 - HOUSTON MAGNANI AND ASSOCIATES 6782 Contractual Services Paid by Check #112313 04/27/2023 05/10/2023 04/30/2023 05/10/2023 800.00 Vendor 49604 - HOUSTON MAGNANI AND ASSOCIATES Totals Invoices 1 $800.00 Vendor 48832 - NANCY HUSSMANN May 2023 Personnel Expense Paid by Check #112259 05/01/2023 05/03/2023 05/31/2023 05/03/2023 454.45 Retro 2023 Personnel Expense Paid by Check #112259 05/01/2023 05/03/2023 04/30/2023 05/03/2023 79.88 Vendor 48832 - NANCY HUSSMANN Totals Invoices 2 $534.33 Vendor 48140 - INTEGRITY LOCKSMITH i37515 Shop Supplies Paid by Check #112314 04/21/2023 05/10/2023 04/30/2023 05/10/2023 21.01 Vendor 48140 - INTEGRITY LOCKSMITH Totals Invoices 1 $21.01 Vendor 47792 - KAHL COMMERICIAL INTERIORS INC 21631 Deposit Engineering Office Upgrades Paid by Check #112315 03/14/2023 05/10/2023 04/30/2023 05/10/2023 3,652.00 Vendor 47792 - KAHL COMMERICIAL INTERIORS INC Totals Invoices 1 $3,652.00 Vendor 43694 - KIMBALL MIDWEST 100965915 Shop Supplies Paid by Check #112260 04/18/2023 05/03/2023 04/30/2023 05/03/2023 761.25 Vendor 43694 - KIMBALL MIDWEST Totals Invoices 1 $761.25 Vendor 49725 - LAKESIDE TERMITE & PEST CONTROL 013771373 Buildings Paid by Check #112316 05/03/2023 05/10/2023 05/31/2023 05/10/2023 150.00 Vendor 49725 - LAKESIDE TERMITE & PEST CONTROL Totals Invoices 1 $150.00 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 4 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 22200 - LANGENFELD ACE HARDWARE Apr 23 Stmt Shop Supplies & Filter Equipment Paid by Check #112317 04/30/2023 05/10/2023 04/30/2023 05/10/2023 316.19 Vendor 22200 - LANGENFELD ACE HARDWARE Totals Invoices 1 $316.19 Vendor 48843 - RYAN LEE LEE050723 Travel - Meetings - Education Paid by Check #112261 05/01/2023 05/03/2023 05/31/2023 05/03/2023 189.00 Vendor 48843 - RYAN LEE Totals Invoices 1 $189.00 Vendor 49591 - JUDY LEONG May 23 Contractual Services Paid by Check #112262 05/01/2023 05/03/2023 05/31/2023 05/03/2023 20.00 Vendor 49591 - JUDY LEONG Totals Invoices 1 $20.00 Vendor 22550 - LIBERTY UTILITIES MARCH 2023-6 Electricity Paid by Check #112318 04/21/2023 05/10/2023 04/30/2023 05/10/2023 126,744.38 APRIL 2023-1 Electricity Paid by Check #112318 05/03/2023 05/10/2023 04/30/2023 05/10/2023 9,702.38 Vendor 22550 - LIBERTY UTILITIES Totals Invoices 2 $136,446.76 Vendor 47903 - LINDE GAS & EQUIPMENT INC 35456188 Shop Supplies Paid by Check #112319 04/22/2023 05/10/2023 04/30/2023 05/10/2023 527.69 35470332 Shop Supplies Paid by Check #112263 04/22/2023 05/03/2023 04/30/2023 05/03/2023 66.45 35547546 Shop Supplies Paid by Check #112319 04/25/2023 05/10/2023 04/30/2023 05/10/2023 51.82 Vendor 47903 - LINDE GAS & EQUIPMENT INC Totals Invoices 3 $645.96 Vendor 45059 - LUMOS & ASSOCIATES 117362 Clearview MT Meadow Waterline Paid by Check #112264 04/21/2023 05/03/2023 04/30/2023 05/03/2023 500.00 Vendor 45059 - LUMOS & ASSOCIATES Totals Invoices 1 $500.00 Vendor 48984 - MAVERICK NETWORKS INC 2201187 Service Contracts Paid by Check #112265 10/26/2022 05/03/2023 04/30/2023 05/03/2023 3,600.00 Vendor 48984 - MAVERICK NETWORKS INC Totals Invoices 1 $3,600.00 Vendor 17900 - MC MASTER CARR SUPPLY CO 94826905 Pump Stations Paid by Check #112266 03/22/2023 05/03/2023 04/30/2023 05/03/2023 678.58 Vendor 17900 - MC MASTER CARR SUPPLY CO Totals Invoices 1 $678.58 Vendor 18150 - MEEKS LUMBER & HARDWARE Apr 23 Stmt Buildings & Shop Supplies Paid by Check #112320 04/30/2023 05/10/2023 04/30/2023 05/10/2023 497.91 Vendor 18150 - MEEKS LUMBER & HARDWARE Totals Invoices 1 $497.91 Vendor 42905 - MITCHELL INSTRUMENT CO 8004757732 Safety Equipment - Physicals Paid by Check #112321 04/24/2023 05/10/2023 04/30/2023 05/10/2023 2,735.22 Vendor 42905 - MITCHELL INSTRUMENT CO Totals Invoices 1 $2,735.22 Vendor 19200 - NELS TAHOE HARDWARE Apr 23 Stmt Buildings & Shop Supplies Paid by Check #112322 04/30/2023 05/10/2023 04/30/2023 05/10/2023 138.92 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 5 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 19200 - NELS TAHOE HARDWARE Totals Invoices 1 $138.92 Vendor 49921 - SARA NELSON NELSON050723 Travel - Meetings - Education Paid by Check #112267 05/01/2023 05/03/2023 05/31/2023 05/03/2023 160.00 Vendor 49921 - SARA NELSON Totals Invoices 1 $160.00 Vendor 49208 - NEVADA NEWS GROUP 32341 Ads-Legal Notices Paid by Check #112323 04/30/2023 05/10/2023 04/30/2023 05/10/2023 830.00 Vendor 49208 - NEVADA NEWS GROUP Totals Invoices 1 $830.00 Vendor 19355 - NEWARK IN ONE 36085313 Pump Stations Paid by Check #112268 04/03/2023 05/03/2023 04/30/2023 05/03/2023 328.36 Vendor 19355 - NEWARK IN ONE Totals Invoices 1 $328.36 Vendor 48813 - NORTH TAHOE PUD 5NTPUDP1 PROP 1 2019 IMPLEMENTATION IRWM INV#5 Paid by Check #112324 05/08/2023 05/10/2023 05/31/2023 05/10/2023 44,649.59 Vendor 48813 - NORTH TAHOE PUD Totals Invoices 1 $44,649.59 Vendor 48315 - O'REILLY AUTO PARTS Apr 23 Stmt Automotive Paid by Check #112325 04/28/2023 05/10/2023 04/30/2023 05/10/2023 508.94 Vendor 48315 - O'REILLY AUTO PARTS Totals Invoices 1 $508.94 Vendor 44607 - OLIN PIONEER AMERICAS LLC 900268436 Hypochlorite Paid by Check #112326 04/27/2023 05/10/2023 04/30/2023 05/10/2023 10,004.34 Vendor 44607 - OLIN PIONEER AMERICAS LLC Totals Invoices 1 $10,004.34 Vendor 49806 - OUTSIDE INTERACTIVE INC 32906 Public Relations Expense Paid by Check #112327 03/30/2023 05/10/2023 04/30/2023 05/10/2023 2,011.00 Vendor 49806 - OUTSIDE INTERACTIVE INC Totals Invoices 1 $2,011.00 Vendor 49760 - DAVID PETERSON PETERSON050823 Travel - Meetings - Education Paid by Check #112269 05/01/2023 05/03/2023 05/31/2023 05/03/2023 209.00 Vendor 49760 - DAVID PETERSON Totals Invoices 1 $209.00 Vendor 48443 - QUALITY CONTROL SERVICES INC 70728 Service Contracts Paid by Check #112328 04/14/2023 05/10/2023 04/30/2023 05/10/2023 1,135.00 Vendor 48443 - QUALITY CONTROL SERVICES INC Totals Invoices 1 $1,135.00 Vendor 47803 - REDWOOD PRINTING 33833 Office Supplies Paid by Check #112329 04/21/2023 05/10/2023 04/30/2023 05/10/2023 229.00 Vendor 47803 - REDWOOD PRINTING Totals Invoices 1 $229.00 Vendor 48144 - RELIANCE STANDARD MAY2023 Voluntary Life Payable Paid by Check #112270 05/01/2023 05/03/2023 05/31/2023 05/03/2023 307.32 MAY23A LTD/Life Insurance Management Paid by Check #112270 05/01/2023 05/03/2023 05/31/2023 05/03/2023 2,536.29 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 6 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount MAY23B LTD/Life Insurance Union/Board Payable Paid by Check #112270 05/01/2023 05/03/2023 05/31/2023 05/03/2023 3,323.83 Vendor 48144 - RELIANCE STANDARD Totals Invoices 3 $6,167.44 Vendor 49105 - ROBOTIC SEWER SOLUTIONS INC 22-03A Infiltration & Inflow Paid by Check #112272 04/20/2023 05/03/2023 04/30/2023 05/03/2023 1,250.00 22-03AR Infiltration & Inflow Retainage Paid by Check #112272 04/20/2023 05/03/2023 04/30/2023 05/03/2023 (62.50) Vendor 49105 - ROBOTIC SEWER SOLUTIONS INC Totals Invoices 2 $1,187.50 Vendor 49911 - SEARCHPROS STAFFING LLC 23042544 Contractual Services Paid by Check #112273 04/25/2023 05/03/2023 04/30/2023 05/03/2023 679.32 Vendor 49911 - SEARCHPROS STAFFING LLC Totals Invoices 1 $679.32 Vendor 40633 - SIGMA ALDRICH INC 559720402 Laboratory Supplies Paid by Check #112274 03/28/2023 05/03/2023 04/30/2023 05/03/2023 89.01 Vendor 40633 - SIGMA ALDRICH INC Totals Invoices 1 $89.01 Vendor 48735 - SILVER STATE ANALYTICAL LAB RN299072 Monitoring Paid by Check #112275 04/24/2023 05/03/2023 04/30/2023 05/03/2023 501.00 Vendor 48735 - SILVER STATE ANALYTICAL LAB Totals Invoices 1 $501.00 Vendor 48944 - CHRIS SKELLY SKELLY050723 Travel - Meetings - Education Paid by Check #112276 05/01/2023 05/03/2023 05/31/2023 05/03/2023 189.00 Vendor 48944 - CHRIS SKELLY Totals Invoices 1 $189.00 Vendor 44577 - SOUNDPROS INC 230422-47 Public Relations Expense Paid by Check #112330 04/22/2023 05/10/2023 05/31/2023 05/10/2023 49.00 Vendor 44577 - SOUNDPROS INC Totals Invoices 1 $49.00 Vendor 45168 - SOUTHWEST GAS APRIL 2023-1 Natural Gas Paid by Check #112331 04/26/2023 05/10/2023 04/30/2023 05/10/2023 24,985.67 Vendor 45168 - SOUTHWEST GAS Totals Invoices 1 $24,985.67 Vendor 49064 - STAPLES BUSINESS ADVANTAGE 3536881793 Office Supply Issues Paid by Check #112277 04/29/2023 05/03/2023 04/30/2023 05/03/2023 548.20 Vendor 49064 - STAPLES BUSINESS ADVANTAGE Totals Invoices 1 $548.20 Vendor 48511 - SWRCB/DWOCP Dorman T2 2023 Dues - Memberships - Certification Paid by Check #112332 03/18/2023 05/10/2023 04/30/2023 05/10/2023 60.00 Vendor 48511 - SWRCB/DWOCP Totals Invoices 1 $60.00 Vendor 24100 - TAHOE BLUEPRINT 053024 Tank Rehabilitation Paid by Check #112278 04/25/2023 05/03/2023 04/30/2023 05/03/2023 117.19 053068 Secondary Clarifier #1 Rehab Paid by Check #112333 05/02/2023 05/10/2023 05/31/2023 05/10/2023 442.13 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 7 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 24100 - TAHOE BLUEPRINT Totals Invoices 2 $559.32 Vendor 49168 - TAHOE CHAMBER 2622953 Dues - Memberships - Certification Paid by Check #112334 05/01/2023 05/10/2023 05/31/2023 05/10/2023 770.00 Vendor 49168 - TAHOE CHAMBER Totals Invoices 1 $770.00 Vendor 48886 - TAHOE CITY PUD 5TCPUDP1 PROP 1 2019 IMPLEMENTATION IRWM INV#5 Paid by Check #112335 05/08/2023 05/10/2023 05/31/2023 05/10/2023 41,633.75 Vendor 48886 - TAHOE CITY PUD Totals Invoices 1 $41,633.75 Vendor 48229 - TAHOE DAILY TRIBUNE IN90090 Ads-Legal Notices Paid by Check #112336 04/30/2023 05/10/2023 04/30/2023 05/10/2023 739.50 IN90091 Ads-Legal Notices Paid by Check #112336 04/30/2023 05/10/2023 04/30/2023 05/10/2023 797.00 IN90092 Ads-Legal Notices Paid by Check #112336 04/30/2023 05/10/2023 04/30/2023 05/10/2023 739.50 IN90093 Ads-Legal Notices Paid by Check #112336 04/30/2023 05/10/2023 04/30/2023 05/10/2023 769.50 IN90094 Ads-Legal Notices Paid by Check #112336 04/30/2023 05/10/2023 04/30/2023 05/10/2023 729.50 IN90095 Ads-Legal Notices Paid by Check #112336 04/30/2023 05/10/2023 04/30/2023 05/10/2023 739.50 Vendor 48229 - TAHOE DAILY TRIBUNE Totals Invoices 6 $4,514.50 Vendor 48927 - TAHOE VALLEY LODGE 1053 Standby Accommodations Paid by Check #112337 05/01/2023 05/10/2023 04/30/2023 05/10/2023 1,450.00 Vendor 48927 - TAHOE VALLEY LODGE Totals Invoices 1 $1,450.00 Vendor 49420 - THATCHER COMPANY OF NEVADA INC 2022400900861 Hypochlorite Paid by Check #112279 04/05/2022 05/03/2023 04/30/2023 04/05/2022 05/03/2023 (1,350.00) 2022400901194 Hypochlorite Paid by Check #112279 06/10/2022 05/03/2023 04/30/2023 06/10/2022 05/03/2023 (420.00) 2023400110984 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 2,507.52 2023400110986 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 1,747.24 2023400111319 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 (1,747.24) 2023400111320 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 1,546.64 2023400111321 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 (2,507.52) 2023400111322 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 3,093.28 2023400111665 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 (3,093.28) 2023400111666 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 3,101.30 2023400111668 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 (1,546.64) 2023400111669 Hypochlorite Paid by Check #112279 03/27/2023 05/03/2023 04/30/2023 05/03/2023 1,550.65 Vendor 49420 - THATCHER COMPANY OF NEVADA INC Totals Invoices 12 $2,881.95 Vendor 48877 - SHELLY THOMSEN THOMSEN050923 Travel - Meetings - Education Paid by Check #112280 05/01/2023 05/03/2023 05/31/2023 05/03/2023 118.00 Verde REIMB Travel - Meetings - Education Paid by Check #112338 05/01/2023 05/10/2023 05/31/2023 05/10/2023 65.05 DCHotelReimb2023 Travel - Meetings - Education Paid by Check #112280 05/02/2023 05/03/2023 04/30/2023 05/03/2023 1,506.20 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 8 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 48877 - SHELLY THOMSEN Totals Invoices 3 $1,689.25 Vendor 49577 - JIMI TOMER Mile+Hotel042223 Travel - Meetings - Education Paid by Check #112281 04/25/2023 05/03/2023 04/30/2023 05/03/2023 1,393.24 Vendor 49577 - JIMI TOMER Totals Invoices 1 $1,393.24 Vendor 42546 - TRUCKEE OVERHEAD DOOR INC 51575 Buildings Paid by Check #112282 04/21/2023 05/03/2023 04/30/2023 05/03/2023 311.00 Vendor 42546 - TRUCKEE OVERHEAD DOOR INC Totals Invoices 1 $311.00 Vendor 48747 - TYLER TECHNOLOGIES INC 045-415493 Service Contracts Paid by Check #112339 05/01/2023 05/10/2023 05/31/2023 05/10/2023 37,711.53 Vendor 48747 - TYLER TECHNOLOGIES INC Totals Invoices 1 $37,711.53 Vendor 49540 - WATER SYSTEMS CONSULTING INC 7834 Bijou PS Rehab Paid by Check #112283 03/31/2023 05/03/2023 04/30/2023 05/03/2023 11,192.50 Vendor 49540 - WATER SYSTEMS CONSULTING INC Totals Invoices 1 $11,192.50 Vendor 25680 - WECO INDUSTRIES INC 0051345-IN Pipe - Covers & Manholes Paid by Check #112284 04/12/2023 05/03/2023 04/30/2023 05/03/2023 748.04 Vendor 25680 - WECO INDUSTRIES INC Totals Invoices 1 $748.04 Vendor 25700 - WEDCO INC S100011542.001 Buildings Paid by Check #112285 04/20/2023 05/03/2023 04/30/2023 05/03/2023 53.83 S100011758.001 Pump Stations Paid by Check #112285 04/21/2023 05/03/2023 04/30/2023 05/03/2023 71.42 S100011762.001 Pump Stations Paid by Check #112285 04/21/2023 05/03/2023 04/30/2023 05/03/2023 23.81 Vendor 25700 - WEDCO INC Totals Invoices 3 $149.06 Vendor 25850 - WESTERN NEVADA SUPPLY 19286574-6 Pipe - Covers & Manholes Paid by Check #112286 04/03/2023 05/03/2023 04/30/2023 05/03/2023 334.84 39699506 Buildings Paid by Check #112286 04/11/2023 05/03/2023 04/30/2023 05/03/2023 8,150.15 39714188 Pump Stations Paid by Check #112340 04/18/2023 05/10/2023 04/30/2023 05/10/2023 709.49 39720345 Pump Stations Paid by Check #112340 04/21/2023 05/10/2023 04/30/2023 05/10/2023 184.53 39720346 Supplies Paid by Check #112286 04/24/2023 04/26/2023 04/30/2023 05/03/2023 748.40 CM39720346 Supplies Paid by Check #112286 04/24/2023 04/26/2023 04/30/2023 05/03/2023 (748.40) 19716379 Small Tools Paid by Check #112286 04/25/2023 05/03/2023 04/30/2023 05/03/2023 2,804.87 19722890 Saddles & Fittings Inventory Paid by Check #112286 04/25/2023 05/03/2023 04/30/2023 05/03/2023 3,697.50 39723360 Secondary Equipment Paid by Check #112340 04/25/2023 05/10/2023 04/30/2023 05/10/2023 57.68 39725775 Pipe - Covers & Manholes Paid by Check #112340 04/25/2023 05/10/2023 04/30/2023 05/10/2023 161.99 19716518 Infiltration & Inflow Paid by Check #112340 04/27/2023 05/10/2023 04/30/2023 05/10/2023 2,473.63 39671443 Buildings Paid by Check #112340 04/28/2023 05/10/2023 04/30/2023 05/10/2023 485.68 39728858 Secondary Equipment Paid by Check #112340 04/28/2023 05/10/2023 04/30/2023 05/10/2023 194.99 19730670 Sewerworks Inventory Paid by Check #112340 05/01/2023 05/10/2023 05/31/2023 05/10/2023 2,177.07 19730721 Sewerworks Inventory Paid by Check #112340 05/01/2023 05/10/2023 05/31/2023 05/10/2023 154.38 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 9 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 39735491 Small Tools Paid by Check #112340 05/02/2023 05/10/2023 05/31/2023 05/10/2023 143.56 39738368 Shop Supplies Paid by Check #112340 05/03/2023 05/10/2023 05/31/2023 05/10/2023 76.06 Vendor 25850 - WESTERN NEVADA SUPPLY Totals Invoices 17 $21,806.42 Vendor 49930 - WHITE CAP 50021723493 Infiltration & Inflow Paid by Check #112287 04/14/2023 05/03/2023 04/30/2023 05/03/2023 271.88 Vendor 49930 - WHITE CAP Totals Invoices 1 $271.88 Vendor 40298 - WILLIAMS INDUSTRIAL SALES CO 2023-295337-00 Shop Supplies Paid by Check #112288 03/30/2023 05/03/2023 04/30/2023 05/03/2023 4,553.46 Vendor 40298 - WILLIAMS INDUSTRIAL SALES CO Totals Invoices 1 $4,553.46 Grand Totals Invoices 150 $701,385.26 Run by Erika Franco on 05/10/2023 12:47:38 PM Page 10 of 10 Payment of Claims Payment Date Range 05/03/23 - 05/10/23 Report By Vendor - Invoice Summary Listing SOUTH TAHOE PUBLIC UTILITY DISTRICT David Peterson, President BOARD MEMBERS Kelly Sheehan, Director Nick Haven, Director Shane Romsos, Vice President 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 4, 2023 MINUTES The South Tahoe Public Utility District Board of Directors met in a regular session, 2:01 p.m., at the District Office, located at 1275 Meadow Crest Drive, South Lake Tahoe, California. ROLL CALL: Board of Directors: President Peterson, Directors Haven, Romsos, Sheehan, Exline Staff: John Thiel, Gary Kvistad, Paul Hughes, Melonie Guttry, Julie Ryan, Trevor Coolidge, Liz Kauffman, Greg Dupree, Ryan Lee, IV Jones, Chris Skelly, Shelly Thomsen, Art Zorio Guests: Clancy Priest, Jeff Lewis, Government Technology Group; Paula Peterson, South Tahoe Now 1. PLEDGE OF ALLEGIANCE 2. COMMENTS FROM THE AUDIENCE: None 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR: Melonie Guttry announced two changes: Removing Grants Update from Staff Reports and deleting the May 17, 2023 System Efficiency and Sustainability Committee Meeting from Future Meetings. 4. ADOPTION OF CONSENT CALENDAR: Moved Haven/Second Exline/Peterson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Yes to approve the Consent Calendar with changes as presented. a. ISSUANCE OF SPECIAL USE PERMIT FOR WOOLYSTAR MUSIC FESTIVAL SECONDARY EMERGENCY EGRESS ROUTE (Trevor Coolidge, Senior Engineer) Approved Issuance of a Special Use Permit to Avery Hellman to allow attendees of the Woollystar Music Festival to use an existing unimproved road across a portion of Diamond Valley Ranch in the event of an emergency. b. AERATION BLOWER SYSTEM EMERGENCY POWER AND SECONDARY CLARIFIERS NOS. 1 AND 2 PROJECT (Brent Goligoski, Associate Engineer) Approved the Partial Closeout Agreement and Release of Claims for Vinciguerra Construction, Inc. for the Secondary Clarifiers Nos. 1 and 2 portion of the Aeration Blower System Emergency Power and Secondary Clarifiers Nos. 1 and 2 Project Contract. REGULAR BOARD MEETING MINUTES: May 4, 2023 PAGE – 2 c. RECEIVE AND FILE PAYMENT OF CLAIMS (Greg Dupree, Accounting Manager) Received and filed Payment of Claims in the amount of $1,783,854.07. d. REGULAR BOARD MEETING MINUTES: April 20, 2023 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approved April 20, 2023, Minutes 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION: None 6. PRESENTATION: Chris Skelly introduced Clancy Priest and Jeff Lewis from Government Technology Group who provided a PowerPoint presentation regarding the District’s Information Technology Strategic Plan Update and addressed questions from the Board. 7. ITEMS FOR BOARD ACTION: a. Winter Storms Emergency Response (John Thiel, General Manager) – John Thiel provided details regarding the Winter Storms Emergency Response, outlining the ongoing work being done in response to this emergency and addressed questions from the Board. Paul Hughes provided details regarding the expenditures to date and addressed questions from the Board. Moved Sheehan/Second Romsos/Peterson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Yes to 1) Pursuant to Public Contract Code Section 22050(c), continue the emergency action to respond to the Winter Storms Emergency pursuant to Resolution No. 3242-23; and 2) approve expenditures necessary for emergency response not to exceed $900,000. b. Tallac Creek Sewer Pipeline Protection Project (Julie Ryan, Engineering Department Manager) – Julie Ryan provided details regarding the Tallac Creek Sewer Pipeline Protection Project and addressed questions from the Board. Moved Exline/Second Haven/Peterson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Yes to approve Change Order No. 2 to Haen Constructors in the amount of $150,000. c. Keller Heavenly Water System Improvements Project, Phase 3 (Trevor Coolidge, Senior Engineer) – Trevor Coolidge provided details regarding the Keller Heavenly Water System Improvements Project, Phase 3 and addressed questions from the Board. Moved Sheehan/Second Romsos/Peterson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Yes to approve Change Order No. 1 to White Rock Construction, Inc., in the amount of $500,000. 8. STANDING AND AD-HOC COMMITTEES AND LIAISON REPORTS: Director Romsos provided details regarding the Executive Committee Meeting held today at 1 p.m. President Peterson announced he will be attending the Association of California Water Agencies Conference May 8 through May 11, 2023. 9. BOARD MEMBER REPORTS: President Peterson provided details regarding a fundraiser he attended for Kevin Kiley and information he shared regarding the Tamarack Fire. He requested additional information from staff to provide as follow-up. REGULAR BOARD MEETING MINUTES: May 4, 2023 PAGE – 3 10. EL DORADO WATER AGENCY PURVEYOR REPORT: President Peterson will attend the next regular meeting on May 17, 2023. 11. STAFF/ATTORNEY REPORTS: Shelly Thomsen provided details regarding Legislative Affairs and her recent visit to Washington, D.C. and addressed questions from the Board. 12. GENERAL MANAGER REPORT: John Thiel reported on several items: • Provided a staffing update • Provided a California Tahoe Conservancy Coordination update • Provided information regarding a conversation with representatives of the State Water Resources Control Board regarding the potential for District consolidation with Lukins Water Company. 13. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS 14. BREAK AND ADJOURN TO CLOSED SESSION: 3:08 p.m. RECONVENE TO OPEN SESSION: 5:22 p.m. a. Pursuant to Government Code Section 54957, threat to public services or facilities, consultation with South Tahoe Public Utility District Information Technology Manager, Chris Skelly. No reportable Board Action b. Pursuant to Government Code Section 54957(a)/Conference with Labor Negotiators re: Memorandum of Understanding with Stationary Engineers, Local 39. Present at this Closed Session will be Agency Negotiators: John Thiel/General Manager; Paul Hughes, Chief Financial Officer; Liz Kauffman, Human Resources Director. No reportable Board Action c. Pursuant to Section 54956.9(d)(1) of the California Government code, Closed Session may be held for conference with legal counsel regarding existing litigation: Yolo County Superior Court Case CV 2021-1686, Alpine County vs. South Tahoe Public Utility District; et al. No reportable Board Action ADJOURNMENT: 5:23 p.m. _______________________________________ David Peterson, Board President South Tahoe Public Utility District ____________________________________________ Melonie Guttry, Executive Services Manager/ Clerk of the Board South Tahoe Public Utility District BOARD AGENDA ITEM 6a TO: Board of Directors FROM: Ryan Lee, Customer Service Manager MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Fiscal Year 2023/24 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 2023/24, and (2) Approve Resolution No. 3244-23 confirming the water and sewer service rate increases of 9.5% and 9.5% for Fiscal Year 2023/24. 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 Boards’ non-confirmation of the rate increases for years 2020/21 and 2021/22, the maximum Prop 218 authorized rate increases available for 2023/24 are 18.18% for water service and 12.54% for sewer service. To minimize the one-year increase, the Board directed staff to move forward with 9.5% increases for both water and sewer rates for fiscal year 2023/24, and to utilize an additional $2 million of rate stabilization funds to assist in balancing the budget and long-term forecast. The fiscal impact to a typical residential customer is $10.75/month. Resolution 3244-23 confirms the rates for 2023/24; water increase of 9.5% and sewer increase of 9.5%. The proposed 2023/24 budget has been developed with these rate increases and is scheduled for adoption following Board action on this Agenda Item. If Resolution 3244- 23 is not adopted as prepared, the budget will need to be adopted with Board direction to adjust the revenues and expenditures accordingly. General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline Ryan Lee Page 2 May 18, 2023 SCHEDULE: Fiscal Year 2023/24 COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution 3244-23, Service Charge Rates ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 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. 3244-23 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 2023/24 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 April 6, 2023, 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 2023/24 with a proposed water service charge rate increase of 9.5% and a sewer service charge rate increase of 9.5% to fund the 2023/24 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 2023/24 included in the attached Water and Sewer Rate Schedules are confirmed, effective July 1, 2023. WE THE UNDERSIGNED, do hereby certify that the above and foregoing Resolution was duly and regularly adopted and passed by the Board of 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 Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 18th day of May 2023, by the following vote: AYES: NOES: ABSENT: ____________________________________ David Peterson, Board President South Tahoe Public Utility District ATTEST: _______ Melonie Guttry, Executive Services Manager/ Clerk of the Board South Tahoe Public Utility District 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 PROPOSED CURRENT 9.5% INCREASE Monthly Base Rate 2022/23 2023/24 3/4 inch connection $50.20 $54.97 1 inch connection $83.79 $91.75 1 1/2 inch connection $167.12 $183.00 2 inch connection $267.48 $292.89 3 inch connection $501.87 $549.55 4 inch connection $836.58 $916.06 6 inch connection $1,672.61 $1,831.51 8 inch connection $2,676.31 $2,930.56 10 inch connection $3,847.59 $4,213.11 PROPOSED CURRENT 9.5% INCREASE Consumption Rate by Customer Class Per 100 Cubic Feet (748 Gallons)2022/23 2023/24 Single Family Tier 1 $1.72 $1.88 Single Family Tier 2 $2.62 $2.87 Multi Family $1.71 $1.87 Commercial $1.77 $1.94 PROPOSED CURRENT 9.5% INCREASE WATER 2022/23 2023/24 Single Dwelling Unit $63.65 $69.70 Duplex $105.70 $115.74 Triplex $143.60 $157.24 Fourplex $185.78 $203.43 Each additional unit $31.13 $34.09 Business Establishment 3/4 Inch Connection $92.16 $100.92 Business Establishment 1 Inch Connection $139.03 $152.24 PROPOSED SEWER CURRENT 9.5% INCREASE Monthly Charge Per Sewer Unit By Customer Class 2022/23 2023/24 Single Family Dwelling $16.01 $17.53 Multi Family Residences $15.46 $16.93 Hotels/Motels/Timeshares $15.20 $16.64 Trailer/Mobile Home Parks & Campgrounds $15.18 $16.62 Non-Residential $16.01 $17.53 PROPOSED FISCAL YEAR 2024 RATE INCREASES SOUTH TAHOE PUBLIC UTILITY DISTRICT MONTHLY FLAT RATE SERVICE METERED WATER SERVICE BOARD AGENDA ITEM 6b TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Fiscal Year 2023/24 Sewer Enterprise Fund Budget REQUESTED BOARD ACTION: Adopt Resolution No. 3245-23 for the Fiscal Year 2023/24 Sewer Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action on the sewer service rate increases. DISCUSSION: The Fiscal Year 2023/24 Sewer Fund proposed budget in the amount of $38,776,929 is fully funded and includes a 9.5% increase in service charge rates. The budget includes $13,125,500 (34%) for capital projects, $3,763,000 (10%) for debt service, $8,929,135 (23%) for operations and maintenance, and $12,959,294 (33%) for salaries and benefits. SCHEDULE: Budget must be adopted by July 1, 2023 COSTS: $38,776,929 ACCOUNT NO: Various BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution 3245-23, 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 Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline 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. 3245-23 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 2023–24 WHEREAS, on April 6, 2023, 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 2023/24 with a proposed sewer service charge rate increase of 9.5% to fund the 2023/24 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 $38,776,929 is adopted for the Fiscal Year beginning July 1, 2023, and ending June 30, 2024. WE THE UNDERSIGNED, do hereby certify that the above and foregoing resolution was duly and regularly adopted and passed by the Board of Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 18th day of May 2023, by the following vote: AYES: NOES: ABSENT: ___________________________ David Peterson, Board President South Tahoe Public Utility District ATTEST: _ Melonie Guttry, Executive Services Manager/ Clerk of the Board South Tahoe Public Utility District 2023/24 FORECAST 2023/24 FORECAST ENTERPRISE FUND CAPITAL FUND BEGINNING CASH BALANCES 4,228,358 16,110,210 REVENUES 26,751,865 1,833,227 BORROWINGS 0 5,730,573 AVAILABLE FUNDS 30,980,224$ 23,674,010$ SALARIES 7,404,592 1,167,878 BENEFITS 3,928,814 458,010 OPERATIONS AND MAINTENANCE 7,497,360 1,431,775 CAPITAL OUTLAY 0 13,125,500 DEBT SERVICE PAYMENTS 763,000 3,000,000 TOTAL CASH OUTLAYS 19,593,766$ 19,183,163$ BALANCE BEFORE TRANSFERS 11,386,458 4,490,847 AVAILABLE TO TRANSFER TO CAPITAL FUND -7,111,219 7,111,219 TRANSFER TO RESERVE FUNDS 0 -6,543,000 OPERATING AND CAPITAL RESERVES 4,275,238$ 5,059,066$ RATE STABILIZATION RESERVE -$ 4,588,494$ DEBT RESERVE -$ 1,954,506$ TOTAL RESERVE(CASH) BALANCES 6/30/23 4,275,238$ 11,602,066$ FISCAL YEAR 2023/24 BUDGET SUMMARY SEWER FUND BOARD AGENDA ITEM 6c TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Fiscal Year 2023/24 Water Enterprise Fund Budget REQUESTED BOARD ACTION: Adopt Resolution No. 3246-23 for the Fiscal Year 2023/24 Water Enterprise Fund Budget, and authorize staff to incorporate any adjustments or changes necessary as a result of Board action on the water service rate increases. DISCUSSION: The Fiscal Year 2023/24 Water Fund proposed budget in the amount of $27,924,511 is fully funded and includes a 9.5% increase in service charge rates. The budget includes $9,822,000 (35%) for capital projects, $1,768,000 (6%) for debt service, $7,717,178 (28%) for operations and maintenance, and $8,617,333 (31%) for salaries and benefits. SCHEDULE: Budget must be adopted by July 1, 2023 COSTS: $27,924,511 ACCOUNT NO: Various BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution 3246-23, Water Fund Budget Summary ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline 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. 3246-23 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 2023–24 WHEREAS, on April 6, 2023, 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 2023/24 with a proposed water service charge rate increase of 9.5% to fund the 2023/24 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 $27,924,511 is adopted for the Fiscal Year beginning July 1, 2023, and ending June 30, 2024. WE THE UNDERSIGNED, do hereby certify that the above and foregoing resolution was duly and regularly adopted and passed by the Board of Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 18th day of May 2023, by the following vote: AYES: NOES: ABSENT: ___________________________ David Peterson, Board President South Tahoe Public Utility District ATTEST: _ Melonie Guttry, Executive Services Manager/ Clerk of the Board South Tahoe Public Utility District 2023/24 FORECAST 2023/24 FORECAST ENTERPRISE FUND CAPITAL FUND BEGINNING CASH BALANCES 2,475,203 5,095,540 REVENUES 22,952,539 1,802,240 BORROWINGS 0 5,486,365 AVAILABLE FUNDS 25,427,742$ 12,384,145$ SALARIES 4,658,626 1,167,878 BENEFITS 2,332,819 458,010 OPERATIONS AND MAINTENANCE 7,165,684 551,494 CAPITAL OUTLAY 0 9,822,000 DEBT SERVICE PAYMENTS 582,000 1,186,000 TOTAL CASH OUTLAYS 14,739,129$ 13,185,382$ BALANCE BEFORE TRANSFERS 10,688,613 -801,237 AVAILABLE TO TRANSFER TO CAPITAL FUND -7,680,579 7,680,579 TRANSFER TO RESERVE FUNDS 0 -2,297,850 ACCRUAL TO CASH ADJUSTMENT 9,051 0 OPERATING AND CAPITAL RESERVES 3,017,085$ 4,581,492$ RATE STABILIZATION RESERVE -$ 1,215,611$ DEBT RESERVE -$ 1,082,239$ TOTAL RESERVE(CASH) BALANCES 6/30/20 3,017,085$ 6,879,342$ WATER FUND FISCAL YEAR 2023/24 BUDGET SUMMARY BOARD AGENDA ITEM 6d TO: Board of Directors FROM: Paul Hughes, Chief Financial Officer MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Appointment of Interim Grants Coordinator REQUESTED BOARD ACTION: Appoint Lynn Nolan, a CalPERS retired annuitant, as the Interim Grants Coordinator from May 19, 2023, through the maximum end date of December 31, 2023. DISCUSSION: The District’s Grant Coordinator resigned her position effective May 5, 2023. Due to the importance of this revenue generating position, staff is requesting the Board appoint Lynn Nolan as the interim Grants Coordinator while we recruit to fill the position on a permanent basis. Ms. Nolan was the permanent Grants Coordinator at the District for many years and possesses the skills and knowledge necessary for this position. Due to the fact that Ms. Nolan is a CalPERS retired annuitant, there are specific requirements for the appointment: ▪ The appointment must be for an interim period only ▪ There must be an active recruitment to permanently fill the vacant position before the retiree is appointed ▪ The retiree can only be appointed once to the position ▪ The retiree’s work history must demonstrate that they have the experience and skill set to perform the required work ▪ The appointment must be documented by the employer’s governing body ▪ The retiree is limited to working 960 hours per fiscal year for all CalPERS employers ▪ The compensation paid to the retiree must be within the monthly pay range for the vacant position ▪ The retiree must be enrolled in the CalPERS system as a retired annuitant with hours worked reported but no retirement contributions made ▪ There must be a 180 day wait period between retirement date and hire date All the above requirements have been or will be satisfied for this requested appointment. General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline Paul Hughes Page 2 May 18, 2023 SCHEDULE: Appointment effective 5/19/23 through the max end date of 12/31/23 COSTS: $63.70/hour ACCOUNT NO: 10/2050.4101 BUDGETED AMOUNT AVAILABLE: $171,331 ATTACHMENTS: N/A ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO BOARD AGENDA ITEM 6e TO: Board of Directors FROM: Liz Kauffman, Human Resources Director Paul Hughes, Chief Financial Officer MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: General Manager Sick Leave Accrual REQUESTED BOARD ACTION: Approve an exception to the sick leave benefits as applicable to the General Manager and authorize payment to the General Manager for excess sick leave accrual in the amount of approximately $40,788 upon separation of the employment. DISCUSSION: According to the General Manager’s current contract, all the rules and regulations of the District relating to sick leave benefits shall apply to the General Manager in the same manner as they apply to Management employees of the District. Upon separation of employment, Management employees hired prior to January 1, 2013, shall receive a cash payment equal to 10% of accrued unused sick leave for each full year of employment, up to a maximum of 1,040 hours. This does not apply to employees hired after January 1, 2013. Management employees may also accept payment for an excess of 1,040 hours on the first payday of December each year. The District’s General Manager, John Thiel, currently has approximately 1,363 sick leave hours. John Thiel did not request payment for all hours in excess of 1,040 sick leave in December 2022 as allowed. The Executive Committee met with John Thiel to discuss his resignation and to finalize his last day of work. John Thiel provided a 90-day notice placing his last day of employment as July 6, 2023, but in discussions with the Executive Committee he has agreed to an official last day of June 2, 2023, saving the District in excess of one month’s compensation. John Thiel will forgo a 2.5% Cost of Living Adjustment that would have been effective June 22, 2023. In exchange for leaving before the end of the 90-day period, John Thiel has requested payment of his full sick leave accrual which is approximately 323 hours more than normally allowed for Management employees. The cash value for the excess payment is approximately $40,788. The Executive Committee requested staff to bring this agenda item forward for Board action and recommends approval General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline Liz Kauffman Page 2 May 18, 2023 SCHEDULE: June 2, 2023 – Notify payroll to process sick leave accrual payment COSTS: $40,788 approximate ACCOUNT NO: 10/20-2503 BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO BOARD AGENDA ITEM 6f TO: Board of Directors FROM: Liz Kauffman, Human Resources Director MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Interim General Manager Appointment REQUESTED BOARD ACTION: Appoint Paul Hughes, Chief Financial Officer, to the position of Interim General Manager effective June 3, 2023 through selection and hiring of a new General Manager. DISCUSSION: The current General Manager, John Thiel, announced his resignation in April 2023 with a planned departure date of June 3, 2023. On April 20, 2023, the Board created an Ad-Hoc Committee to oversee the selection process for recruitment of a new permanent General Manager. The District has retained the services of a professional recruiting firm to facilitate the recruitment of the General Manager. While the recruitment process takes place, the Board Executive Committee has recommended that Paul Hughes be appointed Interim General Manager effective June 3, 2023. This will remain in effect until a permanent replacement is selected. 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 Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline BOARD AGENDA ITEM 6g TO: Board of Directors FROM: John Thiel, General Manager MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Winter Storms Emergency Response REQUESTED BOARD ACTION: 1) Pursuant to Public Contract Code Section 22050(c), continue the emergency action to respond to the Winter Storms Emergency pursuant to Resolution No. 3242-23. DISCUSSION: The Board declared the Winter Storms Emergency Response as an emergency on March 16, 2023. District staff will provide an update to the Board regarding the status of the emergency. Public Contract Code Section 22050(c) requires the Board to review the emergency action at every Board meeting thereafter until the emergency action is terminated. The Board must determine by a 4/5 vote that there is a need to continue the emergency action. District staff is requesting that the Board continue the emergency action for the response to the Winter Storms Emergency. As you may recall, on March 9th, 2023, Governor Gavin Newsom proclaimed a state of emergency throughout California to support the recent winter storm events that hit the state. These storms caused widespread damage and disruption with heavy snow, freezing temperatures, and strong winds causing avalanches, debris flow, and flooding across the state. The emergency proclamation provides critical support for emergency relief efforts, including assistance for local response efforts to address the impacts of the winter storms. The District has proactively tracked its storm-related expenses, including labor, parts, fuel, materials, and contractor assistance. Given the significant costs associated with responding to and recovering from these events, the District will be seeking reimbursement for eligible expenses through the Cal-OES Hazard Mitigation Assistance General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline John Thiel May 18, 2023 Page 2 Program. Under this program, eligible costs may be reimbursed at a 75 percent state and 25 percent local cost share. SCHEDULE: N/A COSTS: $900,000 ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: Resolution No. 3242-23 ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO BOARD AGENDA ITEM 13a TO: Board of Directors FROM: John Thiel, General Manager MEETING DATE: May 18, 2023 ITEM – PROJECT NAME: Conference with Legal Counsel – Existing Litigation REQUESTED BOARD ACTION: Direct Staff DISCUSSION: Pursuant to Section 54956.9(d)(1) of the California Government code, Closed Session may be held for conference with legal counsel regarding existing litigation: Yolo County Superior Court Case CV 2021-1686, Alpine County vs. South Tahoe Public Utility District; et al. SCHEDULE: N/A COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A ___________________________________________________________________________________ CONCURRENCE WITH REQUESTED ACTION: CATEGORY: General GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager John Thiel Directors Nick Haven Shane Romsos David Peterson Kelly Sheehan Nick Exline