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

AND

FINANCE/INSURANCE COMMITTEE MEETING

AND

ENGINEERING COMMITTEE MEETING

 

August 25, 2009

7:30 a.m.

 

CALL TO ORDER – President Martin

 

PLEDGE OF ALLEGIANCE – Director 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.

 

1.         Approval of Minutes (Minutes Included)

 

The Engineering and FIC Committee will consider approving minutes for the July 21, 2009 Engineering and Finance/Insurance Committee meeting.

 

Recommended Board Action at the August 27, 2009 Meeting: Approve minutes for the July 21, 2009 Engineering and Finance and Insurance Committee meeting and place on the Engineering and Finance/Insurance Committee’s approval list for the August 27, 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.

 

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.

 

2.         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 June 30, 2009.

 

CLOSE PLAN ADMINISTRATOR MEETING

 

FINANCE/INSURANCE COMMITTEE MEETING

 

CALL MEETING TO ORDER – Chairman Martin

 

TREASURER ACTION ITEMS

 

3.         Financial Package - Authorization to Approve Bills for Consideration Dated August 25, 2009 and Receive and File Financial Statements as of July 31, 2009 (Reference Material Included)

 

           Staff will review and comment on the Bills for Consideration dated August 25,                                     

           2009 and Financial Statements as of July 31, 2009.

 

Recommended Board Action at the August 27, 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 August 25, 2009, and 2) receive and file the Financial Statements for the period ending July 31, 2009

and place on the Engineering and Finance/Insurance Committees approval list for the August 27, 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.

 

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

 

Staff will review and comment on the 2008/09 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 2008/09 fiscal year has been prepared.

Recommended Action at the August 27, 2009 Board Meeting:  Staff recommends that the Board of Directors receive and file the 2008/09 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.

 

5.         Resolution No. 09-8-1 – Adoption of the El Toro Water District’s (ETWD) Appropriations Limit for Fiscal Year 2009/10 (Reference Material Included)

 

Staff will review and comment on the District’s Appropriations Limit for the 2009/10 fiscal year, which are set forth in Resolution No. 09-8-1.

 

Recommended Board Action at the August 27, 2009 Board Meeting:  The FIC recommends adoption of Resolution No. 09-8-1.  Said Resolution adopts the District’s Appropriations Limits for the 2009/10 fiscal year.

 

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

 

RESOLUTION NO. 09-8-1

 

RESOLUTION OF THE BOARD OF DIRECTORS

OF THE EL TORO WATER DISTRICT

DECLARING ITS 2009/10 APPROPRIATIONS

LIMIT PURSUANT TO ARTICLE XIII B OF THE

CONSTITUTION OF THE STATE OF CALIFORNIA

 

TREASURER INFORMATION ITEMS

 

6.         Sinking Fund Reserve Report and Reconciliation for Fiscal Year 2008/09 (Reference Material Included)

 

Staff will review and comment on the Sinking Fund Reserve Report and Reconciliation for Fiscal Year 2008/09.

 

7.         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 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 and waiver requests, import water purchase reconciliation, water sales versus budget by customer category and usage penalty charges recorded and/or imposed.

 

8.         Tiered and Water Budget Based Tiered Conservation Rate Structure Project (Reference Material Included)  

 

Staff will review and comment on the status of the Tiered and Water Budget Based Tiered Conservation Rate Structure Project.

 

9.         Dam Liability Insurance Coverage (Reference Material Included)

 

Staff will review and comment on proposed ACWA-JPIA amendments to the 2009/2010 Dam Liability Insurance Coverage and Premium amounts.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ENGINEERING COMMITTEE

 

CALL MEETING TO ORDER – Chairman Goldman

 

ENGINEERING ACTION ITEMS

 

10.       Panel View Upgrade (Water Stations) (Reference Material Included)

 

Staff will review and comment on the professional services proposal received from Motoronics to replace and enhance system wide remote facility control/operator interface panels for the District’s domestic water system.  The 2009/10 Capital Budget allocated $75,000 for the Panel View Upgrade project.

 

Recommended Board Action at the August 27, 2009 Meeting:  Staff recommends that the Board of Directors authorize the District’s General Manager to enter into a purchase order with Motoronics in the amount of $74,801.36 to provide system wide remote facility computerized control/operator interface panel replacements for the District’s domestic water facilities.  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 Committee approval list for the regular meeting of the Board of Directors.

 

11.     2008/09 Orange County Grand Jury Reports: "Paper Water - Does Orange County Have a Reliable Future?" and "Water Districts - A New Era In Public Involvement" (Reference Material Included)

 

Staff will lead a discussion with regards to the 2008/09 Orange County Grand Jury Reports and draft responses to same.  In compliance with Penal Code 933, the District has been requested to respond to specific "Findings" and "Recommendations" contained in the “Paper Water – Does Orange County Have a Reliable Future?” and “Water Districts – A New Era In Public Involvement”  Reports on or before September 17, 2009.

 

Recommended Board Action at the August 27, 2009 Board Meeting:  Staff recommends that the Board authorize the Board President to submit a formal response to the 2008/09 Grand Jury Reports as approved by the District’s Board of Directors.

 

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

 

12.             Resolution No. 09-8-2 Adopting a Mitigated Negative Declaration and Mitigation Monitoring and Reporting Plan for the Northline Lift Station Improvement Project and Approving and Adopting the Project   

(Reference Material Included)

 

Staff will review and comment on the Mitigated Negative Declaration (MND) and Mitigation Monitoring and Reporting Plan developed for the Northline Lift Station Improvement Project.  The MND, developed in compliance with the California Environmental Quality Act, concludes that the Project will not have significant impacts on the environment after mitigation.

 

Recommended Board Action at the August 27, 2009 Meeting:  Staff recommends that the Board of Directors adopt Resolution No. 09-8-2 Adopting the Mitigated Negative Declaration and Mitigation Monitoring and Reporting Plan for the Northline Lift Station Improvement Project and Approving and Adopting the Project.

 

RESOLUTION NO. 09-8-2

 

RESOLUTION OF THE BOARD OF DIRECTORS

 OF THE EL TORO WATER DISTRICT

ADOPTING A MITIGATED NEGATIVE DECLARATION

AND MITIGATION MONITORING AND REPORTING PLAN

AND APPROVING THE NORTHLINE LIFT STATION IMPROVEMENT PROJECT

 

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

 

13.       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.

 

14.       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

 

ADJOURNMENT TO 7:30 a.m., Tuesday, September 22, 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.