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

 

September 25, 2007

7:30 a.m.

 

CALL TO ORDER – Chairman Goldman

 

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.

 

ENGINEERING COMMITTEE

September 25, 2007

 

1.         Approval of Minutes

 

The Engineering and FIC Committee will consider approving minutes for the August 21, 2007 Engineering and Finance/Insurance Committee.

 

Recommended Board Action at the September 27, 2007 Meeting:

Approve minutes for the August 21, 2007 Engineering and Finance/Insurance Committee meeting and place on the Engineering and Finance/Insurance Committee’s approval list for the September 27, 2007 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.         Chloramination Facility Chemical Feed Pump and Motor Replacement Project (Reference Material Included)

 

Staff will review and comment on bids received for the replacement of six existing chemical feed pumps and motors utilized for disinfection of drinking water conveyed from the R-6 Reservoir to the District’s distribution system, to Santa Margarita Water District and to Moulton Niguel Water District.  The proposed project will replace the worn-out pumps and motors and provide improved redundancy for maintenance and emergency operations.  The adopted 2007/08 Capital Facility Budget allocated $105,000 for this project.

 

Recommended Action at the September 27, 2007 Board Meeting:  Staff recommends that the Board of Directors authorize the General Manager to execute Purchase Order Agreements with Siemens Water Technologies in the amount of $78,316.05 to replace the Chloramination Facility Chemical Feed Pumps and Motors, and with Motoronics in the amount of $28,880 for electrical and PLC/SCADA programming services.  Staff further recommends that the Board of Directors authorize the General Manager to fund the project costs from the District’s Capital Facility Reserves in accordance with the adopted Capital Reserve Policy.

 

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

September 25, 2007

 

CALL MEETING TO ORDER – Chairman Martin

 

TREASURER ACTION ITEMS

 

5.         Financial Package - Authorization to Approve Bills for Consideration Dated September 25, 2007 and Receive and File Financial Statements as of August 31, 2007

(Reference Material Included)

 

Staff will review and comment on the Bills for Consideration dated September 25, 2007 and Financial Statements as of August 31, 2007.

 

Recommended Board Action for the September 27, 2007 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 September 25, 2007, and 2) receive and file the Financial Statements for the period ending August 31, 2007 and place on the Engineering and Finance/Insurance Committees approval list for the September 27, 2007 meeting of the Board of Directors.

 

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

 

6.         ETWD Employee 457 Deferred Compensation Plan (Plan) Investment Advisory Service Agreement with Mesirow Financial Management, Inc. (Mesirow) and Amendment to Plan Investment Policy Statement (IPS) (Reference Material Included)

 

Staff will review and comment on (1) a proposal to enter into an Investment Advisory Service Agreement with Mesirow to act as Plan co-fiduciary and assist the Board of Directors (Plan Sponsor) to select and monitor investment options offered to employees under the Plan, and (2) proposed amendments to the IPS.  Compensation to Mesirow is based upon a calculated percentage of the overall Plan value.  Initial annual compensation will be $1,400.

 

Committee Recommendation:  The Board will consider authorizing the Board of Director’s President to (1) enter into an Investment Advisory Service Agreement with Mesirow Financial Management, Inc, and (2) approve proposed amendments to Plan IPS.

 

7.         Capital Facility Fee Reserve Reconciliation in Accordance with SB1760 (Government Code Section 66013) (Reference Material Included)

 

Staff will review and comment on the 2006/07 fiscal year reconciliation of the District’s restricted Capital Facility Fee Reserve.  In accordance with SB1760 (Government Code Section 66013), the District is obligated to reconcile financial information regarding the nature, balances, collections, earnings and expenditures of funds in the Capital Facilities Fee Reserve.  As such, a reconciliation report of the 2006/07 fiscal year has been prepared.

 

Recommended Action at the September 27, 2007 Board Meeting:  Staff recommends that the Board of Directors receive and file the 2006/07 fiscal year Capital Facility Fee Reserve reconciliation report.

 

Committee Recommendation: The Committee will consider placing this matter on the Engineering/FIC recommended approval list for the regular meeting of the Board of Directors.

 

TREASURER INFORMATION ITEMS

 

8.         Sinking Fund Reserve Report and Reconciliation for Fiscal Year 2006/07 (Reference Material Included)

 

Staff will review and comment on the Sinking Fund Reserve Report and Reconciliation for Fiscal Year 2006/07.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ADJOURNMENT TO 7:30 a.m., Tuesday, October 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.