I hereby certify that the following agenda

was posted at least 72 hours prior to the time

of the meeting so noticed below at 24251 Los                                                                              

Alisos Boulevard, Lake Forest, California.

 

                                                                                                                                                                               

Robert R. Hill, Assistant Secretary of the

El Toro Water District and the Board of

Directors thereof

 

AGENDA

 

EL TORO WATER DISTRICT
ENGINEERING COMMITTEE

AND

FINANCE/INSURANCE COMMITTEE

 
November 23, 2009

7:30 a.m.

 

CALL TO ORDER – Chairman Martin

 

PLEDGE OF ALLEGIANCE – Director Dudley

 

ORAL COMMUNICATION – PUBLIC COMMENT

Members of the public may address the Committee at this time or they may reserve this opportunity with regard to an item on the agenda until said item is discussed by the Committee.  Comments on other items will be heard at the time set aside for “COMMENTS REGARDING NON-AGENDA ITEMS.”  The public will identify themselves when called on and limit their comments to three minutes.

 

ENGINEERING COMMITTEE

 

1.         Approval of Minutes

 

The Engineering and FIC Committee will consider approving minutes for the October 20, 2009 Engineering and Finance/Insurance Committee.

 

Recommended Action at the November 24, 2009 Board Meeting:

Approve minutes for the October 20, 2009 Engineering and Finance/Insurance Committee meeting and place on the Engineering and Finance/Insurance Committee’s approval list for the November 24, 2009 meeting of the Board of Directors.

 

Committee Recommendation: The Committee will consider placing this item on the Engineering and Finance/Insurance Committee approval list for the regular meeting of the Board of Directors.

 

ENGINEERING ACTION ITEMS

 

2.         Baker Water Treatment Plant Project (Project) (Reference Material Included)

  

Staff will review and comment on the Project 30% design construction cost estimate, Amendment No. 1 to the Agreement for Construction, Operations and Maintenance of the Baker Water Treatment Plant and a revised Baker Pipeline Capacity Transfer Memorandum of Understanding.  The 30% design construction cost estimate constitutes the "first off ramp" from which the Board of Directors can make a determination with regards to further District participation in the Project.

 

Recommended Action at the November 24, 2009 Board Meeting:

Staff recommends that the Board of Directors 1) commit to continued participation in the Project up to the "second off ramp" (Construction Bid Opening), 2) authorize the President and General Manager to execute Amendment No. 1 to the Agreement for Construction, Operations and Maintenance of the Baker Water Treatment Plant, and 3) authorize the General Manager to execute a revised Baker Pipeline Capacity Transfer Memorandum of Understanding, and to include therein or in a separate agreement, the cancelation/rescission of the MOU between SMWD, MNWD, and ETWD regarding same.

 

Committee Recommendation: The Committee will consider placing this item on the Engineering and Finance/Insurance Committee approval list for the regular meeting of the Board of Directors.

 

ENGINEERING GENERAL INFORMATION ITEMS

 

3.         El Toro Water District Capital Project Status Report (Reference Material Included)

 

Mr. Cafferty will review and comment on the El Toro Water District Capital Project Status Report.

 

4.         Engineering Items Discussed at Various Conferences and Meetings

(Oral Report)

 

            The Committee will discuss any pertinent Engineering items discussed at Conferences.

 

COMMENTS REGARDING NON-AGENDA ENGINEERING COMMITTEE ITEMS

 

CLOSE ENGINEERING COMMITTEE MEETING

 

FINANCE/INSURANCE COMMITTEE MEETING

 

CALL MEETING TO ORDER – Chairman Martin

 

INSURANCE COMMITTEE

 

5.         Long-Term/Short-Term Disability and Life Insurance (Reference Material Included)

 

Staff with review and comment on proposals solicited and received for provision of the District’s Long-Term Disability (LTD), Short-Term Disability (STD) and Life Insurance coverage.  Staff has concluded that Assurant Insurance can provide similar and/or improved LTD, STD and Life Insurance coverage at a lower premium cost than our current providers (UNUM – LTD and STD) and (JPIA – Life Insurance).

 

Recommended Action at the November 24, 2009 Board Meeting:

 

Staff recommends that the Board consider authorizing staff to 1) provide JPIA and UNUM with appropriate termination notice for our current LTD, STD and Life insurance coverage, and 2) to enter into agreements with Assurant Insurance for LTD/STD Insurance coverage and MetLife for Life Insurance coverage, effective March 1, 2010.

 

Committee Recommendation: The Committee will consider placing this matter on the Engineering and Finance/Insurance Committee’s recommended approval list for the regular meeting of the Board of Directors.

 

TREASURER ACTION ITEMS

 

6.         Financial Package - Authorization to Approve Bills for Consideration Dated November 23, 2009 and Receive and File Financial Statements as of October 31, 2009

(Reference Material Included)

 

Staff will review and comment on the Bills for Consideration dated November 23, 2009 and Financial Statements as of October 31, 2009.

 

Recommended Action at the November 24, 2009 Board Meeting: Staff recommends that the Board: 1) Approve, ratify and confirm payment of those bills as set forth in the schedule of Bills for Consideration dated November 23, 2009, and 2) receive and file the Financial Statements for the period ending October 31, 2009 and place on the Engineering and Finance/Insurance Committees approval list for the November 24, 2009 meeting of the Board of Directors.

 

Committee Recommendation: The Committee will consider placing this matter on the Engineering and Finance/Insurance Committee’s recommended approval list for the regular meeting of the Board of Directors.

 

7.         Resolution No. 09-11-1 Purchasing Policy Statement 1996-13 (IV) (Reference Material Included)

 

Staff will review and comment on Resolution No. 09-11-1 which proposes revisions to the District's Purchasing Policy Statement 1996-13 (IV).

 

Recommended Action at the November 24, 2009 Board Meeting:   Staff recommends that the Board adopt Resolution No. 09-11-1 adopting staff’s revisions to the District’s Purchasing Policy Statement 1996-13 (IV).

 

Committee Recommendation:  The Committee will consider placing this matter on the Engineering and Finance/Insurance Committee's recommended approval list for the regular meeting of the Board of Directors.

 

8.         Association Membership Renewals

 

a.   Association of California Water Agencies (ACWA) Membership

(Reference Material Included)

 

Staff will comment on renewing the District’s membership in the

Association of California Water Agencies (ACWA) in the amount of $15,425.00, plus a Delta Sustainability Assessment of $1,542.00, for a total amount for renewal of $16,967.50 for calendar year 2010.

 

Recommended Action at the November 24, 2009 Board Meeting:  The Committee will consider renewing the District’s membership in the Association of California Water Agencies (ACWA) in the amount of $16,967.50 for calendar year 2010.

 

Committee Recommendation: The Committee will consider placing this item on the Engineering and Finance/Insurance Committee approval list for the regular meeting of the Board of Directors.

 

b.      California Special Districts Association (CSDA) Membership

(Reference Material Included)

 

Staff will comment on renewing the District’s membership in the California Special Districts Association (CSDA) in the amount of $4,088.00 for calendar year 2010.

 

Recommended Action at the November 24, 2009 Board Meeting:  The Committee will consider renewing the District’s membership in the California Special Districts Association (CSDA) in the amount of $4,088.00 for calendar year 2010.

 

Committee Recommendation: The Committee will consider placing this item on the Engineering and Finance/Insurance Committee approval list for the regular meeting of the Board of Directors.

 

TREASURER INFORMATION ITEMS

 

9.         Proposition 1A Suspension - Fiscal Impact in 2009/10 (Reference Material Included)

 

On July 28, 2009, the California legislature and Governor Arnold Schwarzenegger passed the state budget and approved a provision allowing the state to borrow 8 percent of the amount of property tax revenue apportioned to cities, counties and special districts.  Under the provision, the state will be required to repay those obligations plus interest by June 30, 2013.  Staff will report on the County's recent certification of the 2009/10 Proposition 1A receivable amount for the District.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ADJOURNMENT TO 7:30 a.m., Tuesday, December 15, 2009.

 

The agenda material for this meeting is available to the public at the District's Administrative Office, which is located at 24251 Los Alisos Blvd., Lake Forest, Ca. 92630. If any additional material related to an open session agenda item is distributed to all or a majority of the board of directors after this agenda is posted, such material will be made available for immediate public inspection at the same location.

 

Request for Disability-Related Modifications or Accommodations

 

If you require any disability-related accommodation, including auxiliary aids or services, in order to participate in this public meeting, please telephone the District's Recording Secretary, Polly Welsch at (949) 837-7050, extension 225 at least forty-eight (48) hours prior to said meeting.  If you prefer, your request may be submitted in writing to El Toro Water District, P.O. Box 4000, Laguna Hills, California 92654, Attention: Polly Welsch.