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

AND

PUBLIC FACILITIES CORPORATION MEETING

AND

PLAN ADMINISTRATOR MEETING

 

December 26, 2006

7:30 a.m.

 

CALL TO ORDER – Vice Chairman Kahn

 

PLEDGE OF ALLEGIANCE – Vice Chairman Kahn

 

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

December 26, 2006

 

1.         Approval of Minutes

 

The Engineering and FIC Committee will consider approving minutes for the November 20, 2006 Engineering and Finance/Insurance Committee meeting.

 

Recommended Board Action at the December 28, 2006 Meeting: Approve minutes for the November 20, 2006 Engineering and Finance and Insurance

Committee meeting and place on the Engineering and Finance/Insurance Committee’s approval list for the December 28, 2006 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 Thursday’s Regular meeting of the Board of Directors.

 

ENGINEERING ACTION ITEMS

 

2.        Bridger Road Sewer Rehabilitation Project (Reference Material Included)

 

Staff will review and comment on the proposed project to remove the tuberculation from the existing host pipe and install a cured-in-place pipe liner to restore the integrity of this reach of pipe.  The adopted 2006/2007 budgeted allocation is $50,000.  The lowest responsive bid was submitted by Sancon Technologies, Inc. in the amount of $82,875.

 

           Recommended Board Action at the December 28, 2006 Meeting:   

Staff recommends that the Board of Directors authorize the District’s President and General Manager to enter into a construction contract with Sancon Technologies, Inc. in the amount of $82,875 for the construction of the Bridger Road Sewer Rehabilitation Project.  Staff further 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 Committee approval list for Thursday’s Regular meeting of the Board of Directors.

 

3.         Northline Lift Station Improvement Project (Reference Material Included)

 

Staff will review and comment on the award of an engineering contract in the amount of $33,601.00 to Dudek to perform preliminary engineering relative to the Northline Lift Station Improvement Project.  The Dudek analysis will evaluate the potential improvements at Northline including the installation of submersible pumps, the construction of additional wet well storage, improved maintenance access and a new generator.  Dudek will prepare budget level cost estimates positioning staff to consider and recommend the most appropriate project to rehabilitate the existing lift station.  The adopted 2006/2007 budgeted allocation for the Northline Lift Station Improvement Project is $300,000.00.

 

Recommended Board Action at the December 28, 2006 Meeting:  Staff recommends that the Board of Directors authorize the District’s President and General Manager to enter into an engineering contract with Dudek in the amount of $33,601.00 for the preliminary engineering relative to the Northline Lift Station Improvement Project.  Staff further 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 Committee approval list for Thursday’s 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 (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

December 26, 2006

 

CALL MEETING TO ORDER – Chairman Martin

 

TREASURER ACTION ITEMS

 

6.         Financial Package - Authorization to Approve Bills for Consideration dated December 26, 2006 and Receive and File Financial Statements as of November 30, 2006

(Reference Material Included)

 

Staff will review and comment on the Bills for Consideration dated December 26, 2006 and Financial Statements as of November 30, 2006.

 

Recommended Board Action for the December 28, 2006 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 December 26, 2006, and 2) receive and file the Financial Statements for the period ending November 30, 2006 and place on the Engineering and Finance/Insurance Committees approval list for the December 28, 2006 meeting of the Board of Directors.

 

Committee Recommendation: The Committee will consider placing this matter on the Engineering Committee’s recommended approval list for Thursday’s Regular meeting of the Board of Directors.

 

7.         ETWD 2007/2008 Budget Schedule (Reference Material Included)

 

Staff will review and comment on the proposed schedule for the District’s upcoming 2007/2008 Budget.

 

Recommended Board Action for the December 28, 2006 Board Meeting:  Staff recommends that the Board of Directors authorize staff to proceed with the preparation of the 2007/2008 Budget as proposed and/or amended by consensus of the Board of Directors.

 

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

 

8.         Association Membership Renewal

 

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 $12,715.00 for calendar year 2007.

 

Recommended Board Action for the December 28, 2006 Board Meeting:  The Committee will consider renewing the District’s membership in the Association of California Water Agencies (ACWA) in the amount of $12,715.00 for calendar year 2007.

 

Committee Recommendation: The Committee will consider placing this item on the Engineering and Finance/Insurance Committee approval list for Thursday’s 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 $3,162.00 for calendar year 2007.

 

Recommended Board Action for the December 28, 2006 Board Meeting:  The Committee will consider renewing the District’s membership in the California Special Districts Association (CSDA)  in the amount of $3,162.00 for calendar year 2007.

 

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

 

c.      Water Education Foundation Membership (Reference Material Included)

 

Staff will comment on renewing the District’s membership in the Water Education Foundation in the amount of $862.00 for calendar year 2007.

 

Recommended Board Action for the December 28, 2006 Board Meeting:  The Committee will consider renewing the District’s membership in the Water Education Foundation in the amount of $862.00 for calendar year 2007.

 

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

 

TREASURER INFORMATION ITEMS

 

            There are no information items.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

 

EL TORO WATER DISTRICT (ETWD)

PUBLIC FACILITIES “CORPORATION” (PFC) MEETING

DECEMBER 26, 2006

 

At this time President Martin will call for a meeting of the El Toro Water District Public Facilities Corporation.

 

The nonprofit Public Facilities Corporation was formed May 27, 1993 for the purpose of providing financial assistance to the El Toro Water District for issuing Certificates of Participation (COP's). 

 

9.         Approve Minutes of the December 20, 2005 Annual Meeting of the Public Facilities Corporation (Minutes Included)

 

            The Board will be requested to approve the minutes of the December 20, 2005, Annual Meeting of the Public Facilities Corporation. 

 

Staff Recommendation: The Board will consider approving the minutes of the December 20, 2005 Annual Meeting of the El Toro Water District Public Facilities Corporation.

 

10.       Articles of Incorporation of the El Toro Water District

            Public Facilities Corporation (Reference Material Included)

 

            Staff will comment on the incorporation of the above referenced Corporation.

 

11.       Review of the By-Laws of El Toro Water District

            Public Facilities Corporation (By-Laws Included)

 

Pursuant to Section 3.05 of the By-Laws of the El Toro Water District Facility Corporation, Mr. Grandy will review the aforementioned By-Laws.  The By-Laws were approved by Resolution PFC 93-5-1 adopted at the Board of Director's May 26, 1993 Special Meeting and Section 3.05 of the By-Laws were amended December 23, 2004 changing the annual meeting of the PFC Board to coincide with the same date and time as the regular scheduled December meeting of the El Toro Water District Board of Directors.

 

Staff is not recommending any amendments to said By-Laws at this time.

 

12.       Appointment of Officers of the El Toro Water District

            Public Facilities Corporation (Oral)

 

The current Board members of the Public Facilities Corporation (PFC) will now appoint Directors and Officers of the El Toro Water District Public Facilities Corporation.

 

Staff Recommendation:  The Board will consider taking action appointing the Directors and Officers of the El Toro Water District as Directors and Officers of the El Toro Water District Public Facilities Corporation.

 

CLOSE PUBLIC FACILITES CORPORATION (PFC) MEETING

 

PLAN ADMINISTRATOR MEETING

DECEMBER 26, 2006

 

At this time President Martin will call for a meeting of the Plan Administrator of the El Toro Water District’s Retirement Savings Plan and Trust Agreement.

 

13.             a.   Employee Request for Hardship Distribution (Oral)

 

Mr. Grandy will comment on the approved request from an employee for a hardship disbursement from the District’s 401(k)/457 Retirement Plan.  The employee’s application met all the requirements for withdrawal of funds from their contribution.

 

Staff Recommendation:  Staff recommends that the Board ratify the above request for hardship disbursement from the District’s 401(k)/457 Retirement Plan.

 

b.      Northwest Capital Management (Draft) Proposal to Evaluate Fund and Management Performance (Reference Material Included)

 

Staff will review and comment on a draft proposal received from Northwest Capital Management to provide a professional third party evaluation of the District's Employee 401(k) Employee Retirement Savings Plan Fund Performance and Plan Management for period ending December 31, 2006.

 

CLOSE PLAN ADMINISTRATOR MEETING

 

REGULAR SESSION

 

ADJOURNMENT TO 7:30 a.m., Tuesday January 23, 2007.

 

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.