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

 

JUNE 23, 2009

7:30 a.m.

 

CALL TO ORDER – Chairman Goldman

 

PLEDGE OF ALLEGIANCE – Director Werner

 

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.

 

1.                  county of orange – special presentation on prop 84 (Oral Report)

 

Representatives from the County of Orange will provide an oral presentation to the Board on the status of Prop 84 and what it means to South Orange County.

 

ENGINEERING COMMITTEE

 

2.         Approval of Minutes

The Engineering and FIC Committee will consider approving minutes for the May 26, 2009 Engineering/Finance and Insurance Committee Meeting.

 

Recommended Action at the June 25, 2009 Board Meeting: Approve minutes for the May 26, 2009 Engineering/Finance and Insurance Committee meeting and place on the Engineering, Finance/Insurance approval list for the June 25, 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

 

3.         Emergency Water Supply and Connection Agreement Between El Toro Water District (ETWD) and Moulton Niguel Water District (MNWD) (Reference Material Included)

 

Staff will review and comment on the “Emergency Water Supply and Connection Agreement between El Toro Water District and Moulton Niguel Water District”.  The Agreement defines terms and conditions associated with the emergency connection between ETWD and MNWD to provide supplemental fire flow capacity to the ETWD Reduced High Zone as a component of the Reduced High Zone Hydraulic Improvement Project.

 

Recommended Action at the June 25, 2009 Board Meeting:  Staff recommends that the Board of Directors authorize the General Manager to execute the “Emergency Water Supply and Connection Agreement Between El Toro Water District and Moulton Niguel Water District”.

 

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.

 

4.         Amendment to the Baker Pipeline Capacity Transfer Memorandum of Understanding (Reference Material Included)

 

Staff will review and comment on proposed amendments to the Baker Pipeline Capacity Transfer Memorandum of Understanding as outlined on the attached reference material.

 

Recommended Action at the June 25, 2009 Board Meeting:  Staff recommends that the Board of Directors authorize the General Manager to execute the amended Baker Pipeline Capacity Transfer Memorandum of Understanding as outlined on the attached reference material.

 

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

 

5.         El Toro Water District Capital Project Status Report

            (Reference Material Included)

 

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

 

6.         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

 

7.         Financial Package - Authorization to Approve Bills for Consideration dated June 23, 2009 and Receive and File Financial Statements as of May 31, 2009 (Reference Material Included)

 

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

 

Recommended Action at the June 25, 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 June 23, 2009, and 2) receive and file the Financial Statements for the period ending May 31, 2009 and place on the Engineering, Finance/Insurance approval list for the June 25, 2009 meeting of the Board of Directors.

 

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.

 

8.                  Budget for Fiscal Year 2009/10 – Resolution No. 09-6-1 (Reference Material Included)

 

Mr. Grandy will review and comment on ETWD's proposed budget for fiscal year 2009/10.

 

RESOLUTION NO. 09-6-1

 

RESOLUTION OF THE BOARD OF DIRECTORS OF THE

EL TORO WATER DISTRICT ADOPTING ITS BUDGET

FOR THE FISCAL YEAR 2009/10 AND FINDING THE BUDGET

IN COMPLIANCE WITH ARTICLE XIII B OF

THE CONSTITUTION OF THE STATE OF CALIFORNIA

AND THAT THE PROPOSED AD VALOREM

ASSESSMENTS OF THE DISTRICT ARE NOT

IN VIOLATION OF SECTIONS 93(a) AND

96.31 OF THE REVENUE AND TAXATION CODE

 

Recommended Action at the June 25, 2009 Board Meeting:  The Board will consider adoption of Resolution No. 09-6-1, which adopts the District's budget for the 2009/10 fiscal year.

 

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.         South Orange County Wastewater Authority (SOCWA) 2009/10 Budget Approval (Reference Material Included)

 

Staff will review and comment on the proposed South Orange County Wastewater Authority (SOCWA) Fiscal Year 2009/10 Budget.  The SOCWA is a Joint Powers Authority (JPA) created for the purpose of providing wastewater treatment, disposal and water reclamation services to its Member Agencies through various General and Project Committees.

 

ETWD, as a member agency and capacity owner in SOCWA, is obligated to pay its proportionate share of Capital and O&M costs as delineated in the proposed SOCWA 2009/10 Budget.  Staff has reviewed and incorporated the elements of the SOCWA Budget, which directly impact ETWD into the ETWD's proposed 2009/10 budget.

 

Recommended Action at June 25, 2009 Board Meeting:  Staff recommends approval of the proposed 2009/10 SOCWA Budget as submitted and incorporated into the ETWD 2009/10 Budget.  Staff further recommends that upon such approval, written notification of such action be prepared and submitted to SOCWA.

 

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

 

10.       South Coast Water District Joint Regional Water Supply System (JRWSS) Fiscal Year Budget 2009/10 (Reference Material Included)

 

Staff will review and comment on the proposed Joint Regional Water Supply System (JRWSS) fiscal year 2009/10 budget.  The JRWSS delivers water from the MWD system to numerous South County Agencies.  Capacity Ownership and the Operation and Maintenance

(O&M) of the JRWSS is administered in accordance with the terms and conditions of a Joint Powers Agreement (JPA).

 

ETWD, as a member agency and capacity owner in the JRWSS, is obligated to pay its proportionate share of Capital and O&M costs as delineated in the proposed JRWSS 2009/10 Budget.  Staff has reviewed and incorporated the elements of the JRWSS budget, which directly impact ETWD into ETWD’s 2009/10 Budget.

 

Recommended Action at the June 25, 2009 Board Meeting:  Staff is recommending approval of the proposed 2009/10 JRWSS budget as submitted and incorporated into the ETWD 2009/10 Budget.  Staff further

recommends that upon such approval, written notification of such action be prepared and submitted to the JRWSS.

 

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

 

11.       Annual Agreements Exceeding $20,000 - for Fiscal Year 2009/10 (Oral Report)

 

Mr. Grandy will discuss issuing Purchase Orders for goods and services that exceed $20,000.  The purpose for entering into annual agreements with these vendors is to achieve the best prices for the goods and services.  While the cost of individual goods or services may be modest, the cumulative effect of an annual Purchase Order exceeds the authority of staff to enter into same.

 

Recommended Action at the June 25, 2009 Board Meeting: Staff recommends that the Board authorize the District's General Manager and Treasurer to execute Purchase Orders with the following vendors:  (1) Spectrum Landscape not to exceed $74,900, and (2) Lou Rose Services (janitorial) not to exceed $33,300.

 

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

 

TREASURER INFORMATION ITEM

 

12.       2009/10 Water Conservation and Water Supply Shortage Status Report (Oral Report)

 

Staff will review and comment on the status of all activities related to implementation of the District's Water Conservation and Water Supply Shortage Ordinance and the officially declared Level 1 Water Supply Shortage.  Implementation elements include but are not limited to customer outreach, customer input, import water purchase reconciliation, water sales by customer class reconciliation and usage penalty charges imposed.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ATTORNEY REPORT

 

CLOSED SESSION

 

At this time the Board President will call for a Closed Session to confer with the District's Attorney pursuant to subdivision (b) of Government Code Section 54956.9 – (Potential Litigation-one matter unidentified).

 

OPEN SESSION

 

REPORT ON CLOSED SESSION (General Counsel)

 

            Mr. Granito will provide an oral report on the Closed Session.

 

ADJOURNMENT TO 7:30 a.m. Tuesday July 21, 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.