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

PLAN ADMINISTRATOR MEETING

AND

ENGINEERING AND

FINANCE/INSURANCE COMMITTEE

 

February 23, 2010

7:30 a.m.

 

CALL TO ORDER – President Martin

 

PLEDGE OF ALLEGIANCE – Chairman Goldman

 

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.

 

PLAN ADMINISTRATOR MEETING

 

At this time President Martin will call the meeting of the Plan Administrator of the El Toro Water District’s 401(k) Retirement Savings Plan and Trust Agreement to order.

 

1.         Quarterly Review of Pension Plan Performance  (Reference Material Included)

 

Representatives from Union Bank will review and comment on the investment performance of the District’s 401(k) Retirement Plan Investment Report as of December 31, 2009.

 

CLOSE PLAN ADMINISTRATOR MEETING

 

ENGINEERING COMMITTEE

 

CALL MEETING TO ORDER – Chairman Goldman

 

2.         Approval of Minutes (Minutes Included)

 

The Engineering and FIC Committee will consider approving minutes for the January 26, 2010 Engineering and Finance/Insurance Committee meeting.

 

Recommended Action at the February 25, 2010 Board Meeting: Approve minutes for the January 26, 2010 Engineering and Finance and Insurance

Committee meeting, and place on the Engineering, Finance/Insurance approval list for the February 25, 2010 meeting of the Board of Directors.

 

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

 

ENGINEERING ACTION ITEMS

 

3.         WRP Fiber Optics System Loop (Reference Material Included)

 

Staff will review and comment on the award of a contract to Motoronics to install and integrate a redundant fiber optics loop between the WRP Headworks PLC and the WRP Ocean Outfall Pump Station PLC.  The scope of work includes the installation and termination of all conduit and fiber optics cable.  The Capital Budget allocated to this project is $28,000. 

 

            Recommended Action at the February 25, 2010 Board Meeting:

 

Staff recommends that the Board of Directors authorize the District’s General Manager to enter into a contract with Motoronics in the amount of $26,438.85 for the installation of the WRP Fiber Optics System Loop.  Staff also recommends that the Board authorize the General Manager to fund the project costs from the District’s Capital Reserves in accordance with the District’s adopted Capital Reserve Policy.

 

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

 

ENGINEERING GENERAL INFORMATION ITEMS

 

4.         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.

 

5.         Engineering Items Discussed at Various Conferences and Meetings

 

            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

 

TREASURER ACTION ITEMS

 

6.         Financial Package - Authorization to Approve Bills for Consideration dated February 23, 2010 and Receive and File Financial Statements as of January 31, 2010 (Reference Material Included)

 

Staff will review and comment on the Bills for Consideration dated February 23, 2010 and Receive and File Financial Statements as of January 31, 2010.

 

Recommended Action at the February 25, 2010 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 February 23, 2010, and 2) receive and file the Financial Statements for the period ending January 31, 2010 and place on the Engineering, Finance/Insurance approval list for the February 25, 2010 meeting of the Board of Directors.

 

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

 

7.         El Toro Water District Policy Statement 1985-5 (IV) “Travel and Expense Reimbursement Policy” (Reference Material Included)

 

In accordance with the annual review provision of the District’s Director Travel and Expense Reimbursement Policy, the Board will review and consider whether the Policy Statement should be revised.

 

Recommended Action at the February 25, 2010 Board Meeting: Staff recommends that the Board of Directors review and take action to revise El Toro Water District Policy Statement 1985-5 (IV) as deemed appropriate.

 

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

 

8.         Lake Forest Chamber of Commerce Membership

            (Reference material included)

 

Staff will comment on the newly formed Lake Forest Chamber of Commerce along with the pros and cons of becoming a Charter Premier member of same.  The annual membership dues are calculated to be $465.00.

 

Recommended Action at the February 25, 2010 Board Meeting: Staff recommends that the Board of Directors consider authorizing the District to become a Charter Premier member of the newly formed Lake Forest Chamber of Commerce.

 

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

 

TREASURER INFORMATION ITEMS

 

9.       2009/10 Water Conservation and Water Supply Shortage Status Report

(Reference Material Included)

 

Staff will review and comment on the status of all activities related to administration of the District's Water Conservation and Water Supply Shortage Ordinance and the officially declared Level 1 Water Supply Shortage.  Administration elements include but are not limited to:

 

1)         Water sales versus budget by customer category and usage penalty charges and credits with end of year forecast

 

2)         Import water purchase reconciliation (ETWD actual to budget) with end of year forecast

 

3)         Customer waiver requests and allocation program customer input/recommendations

 

4)         Tentative customer communication plan and amendments to the District's allocation/penalty program to accommodate transition to the proposed Water Budget Based Tiered Conservation Rate Structure, effective July 1, 2010

 

10.       El Toro Water District 2010/11 Budget/Rate Structure Status Report (Reference Material Included)

 

Staff will review and comment on the status of the 2010/11 Budget/Rate Structure.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ADJOURNMENT TO 7:30 a.m., Tuesday March 23, 2010.

 

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