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 AND

FINANCE/INSURANCE MEETING

 

January 22, 2008

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

 

1.         Approval of Minutes

 

The Engineering and FIC Committee will consider approving minutes for the December 18, 2007 Engineering and Finance/Insurance Committee meeting, and the December 18, 2007 Plan Administrator meeting.

 

Recommended Board Action at the January 24, 2008 Meeting: Approve minutes for the December 18, 2007 Engineering and Finance and Insurance

Committee meeting, and the December 18, 2007 Plan Administrator meeting, and place on the Engineering, Finance/Insurance Committee approval list for the January 24, 2008 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.         Vehicle Replacement (Reference Material Included)

 

Staff will review and comment on the proposed purchase of two replacement vehicles as defined in the 2007/2008 Capital Budget.  The adopted 2007/2008 Budget allocation is $55,000.

 

Recommended Action for the January 24, 2008 Board Meeting:  Staff recommends that the Board of Directors authorize the President and General Manager to enter into a Purchase Agreement with Santa Margarita Ford in the amount of $ 35,518.70 for the purchase of 2 replacement vehicles.  Staff further recommends that the Board authorize the General Manager to fund the costs from the designated Capital Reserve in accordance with the District’s adopted Capital Reserve Policy.

 

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.

 

3.         Small Sewer Camera Van (Reference Material Included)

 

Staff will review and comment on the proposed purchase of a van type vehicle for the District’s small sewer camera as defined in the 2007/08 Capital Budget.  The adopted 2007/08 Budget allocation is $35,000.

 

Recommended Action for the January 24, 2008 Board Meeting:  Staff recommends that the Board of Directors authorize the President and General Manager to enter into a Purchase Agreement with Santa Margarita Ford in the amount of $ 19,729.40 for the purchase of the replacement sewer camera vehicle.  Staff further recommends that the Board authorize the General Manager to fund the costs from the designated Capital Reserve in accordance with the District’s adopted Capital Reserve Policy.

 

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.

 

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

 

CALL MEETING TO ORDER – Chairman Martin

 

INSURANCE UPDATE REPORT

 

6.         Quarterly Insurance Update Report (Reference Material Included)

 

Staff will review and comment on the Quarterly Insurance Report for the period October 1, 2007 through December 31, 2007.

 

TREASURER ACTION ITEMS

 

7.         Financial Package - Authorization to Approve Bills for Consideration

and Receive and File Financial Statements Dated January 22, 2008

(Reference Material Included)

 

Staff will review and comment on the Bills for Consideration dated January 22, 2008 and Financial Statements as of December 31, 2007.

 

Recommended Board Action for the January 24, 2008 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 January 22, 2008, and 2) receive and file the Financial Statements for the period ending December 31, 2007 and place on the Engineering, Finance/Insurance Committee approval list for the January 24, 2008 meeting of the Board of Directors.

 

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

 

8.         ETWD Draft Budget Schedule for Fiscal Year 2008/2009

(Reference Material Included)

 

1.   Staff will comment on the preliminary budget challenges and considerations.

 

2.  Staff will review the District’s draft budget schedule for fiscal year 2008/09.

 

Recommended Action at the January 24, 2008 Board Meeting:  The Committee will consider approving the District’s draft budget schedule for fiscal year 2008/09 as proposed by staff.

 

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

 

9.         Association Membership Renewals

 

a.   Water Education Foundation (Reference Material Included)

 

Staff will comment on renewing the District’s membership in the Water Education Foundation in the amount of $991.00 for calendar year 2008.

 

Recommended Action at the January 24, 2008 Board Meeting:  The Committee will consider renewing the District’s membership in the in the Water Education Foundation in the amount of $991.00 for calendar year 2008.

 

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.      Southern California Water Committee Membership (Reference Material Included)

 

Staff will comment on renewing the District’s membership in the Southern California Water Committee in the amount of $600.00 for calendar year 2008.

 

Recommended Action at the January 24, 2008 Board Meeting:  The Committee will consider renewing the District’s membership in the Southern California Water Committee in the amount of $600.00 for calendar year 2008.

 

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.

 

10.       El Toro Water District Investment Policy Statement 1985-3 (IV) Pursuant to Policy Statement (Reference Material Included)

 

Mr. Grandy will review and comment on the District's Investment Policy Statement 1985-3 (IV) revised by the Board February 24, 2005. 

 

Recommended Action at the January 24, 2008 Board Meeting:  Staff does not recommend any modifications to said 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.

 

TREASURER INFORMATION ITEMS

 

11.       Appointment of Auditor – 2008/09 Fiscal Year (Oral Report)

 

            Staff will report on the status of selecting a new Auditor to audit the District’s Financial Statements for fiscal year 2008/09.  Caporicci & Larson will complete the audit for the year ended June 30, 2008.

 

12.       California Asset Management Program (CAMP) (Reference Material Included)

 

A CAMP Representative will update the Board on the District’s investment holdings and philosophy based on the economic outlook.  CAMP assists the District with short-term investment alternatives.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ADJOURNMENT TO 7:30 a.m. Tuesday February 26, 2008.

 

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.