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

 

FINANCE/INSURANCE COMMITTEE

AND

ENGINEERING COMMITTEE

 

January 24, 2012

7:30 a.m.

 

CALL TO ORDER – Chairman Goldman

 

PLEDGE OF ALLEGIANCE – President Martin

 

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.

 

ITEMS RECEIVED TOO LATE TO BE AGENDIZED

 

Determine need and take action to agendize items(s) which arose subsequent to the posting of the Agenda. (ROLL CALL VOTE: Adoption of this recommendation requires a two-thirds vote of the Board members present, or, if less than two-thirds of the Board members are present, a unanimous vote of those members present.)

 

FINANCE/INSURANCE COMMITTEE MEETING

 

CALL MEETING TO ORDER – Chairman Martin

 

1.         Approval of Minutes (Minutes included)

 

The Engineering and FIC Committee will consider approving minutes for the December 20, 2011 Engineering and Finance/Insurance Committee meeting.

 

Recommended Action at the January 26, 2012 Board Meeting: Approve minutes for the December 20, 2011 Engineering and Finance/Insurance Committee meeting and place on the Engineering and Finance/Insurance Committee’s approval list for the January 26, 2012 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.

 

2.         ETWD Water and Wastewater Capital Facilities Fee Adjustment (Reference Material Included)

 

Staff and Raftelis Financial Consultants will review and comment on a draft Water and Wastewater Capital Facilities Fee (CFF) Report which updates the existing Wastewater CFF and provides a basis for a new Water CFF.

 

INSURANCE UPDATE REPORT

 

3.         Quarterly Insurance Update Report (Reference Material Included)

 

Staff will review and comment on the Quarterly Insurance Report for the period October 1, 2011 through December 31, 2011.

 

TREASURER ACTION ITEMS

 

4.         Financial Package - Authorization to Approve Bills for Consideration dated January 24, 2012 and Receive and File Financial Statements as of December 31, 2011 (Reference Material Included)

 

Staff will review and comment on the Bills for Consideration dated January 24, 2012 and Financial Statements as of December 31, 2011.

 

Recommended Action at the January 26, 2012 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 24, 2012, and 2) receive and file the Financial Statements for the period ending December 31, 2011 and place on the Engineering and Finance/Insurance Committees approval list for the January 26, 2012 meeting of the Board of Directors.

 

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

 

5.         Independent Audit Engagement Letters (Reference Material Included)

 

Staff will review and comment on Audit Engagement Letters received from White Nelson Diehl Evans LLP to provide agreed upon Audit services for quarters ended September 30, 2011, December 31, 2011, March 31, 2012 and year ending June 30, 2012 for a not-to-exceed amount of $29,000.

 

Recommended Action at the January 26, 2012 Board Meeting:  Staff recommends that the Board authorize the General Manager to execute the White Nelson Diehl Evans LLP Auditor Engagement Letters to provide agreed upon Audit services for quarters ended September 30, 2011, December 31, 2011, March 31, 2012 and year ending June 30, 2012 for a not-to-exceed amount of $29,000.  Further, Staff recommends that this matter be placed on the Engineering and Finance/Insurance Committee’s approval list for the January 26, 2012 meeting of the Board of Directors.

 

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

 

TREASURER INFORMATION ITEMS

 

6.         Water Budget Based Tiered Conservation Rate Structure & Usage Activity Report (Reference Material Included)  

 

Staff will review and comment on the status of the Water Budget Based Tiered Conservation Rate Structure and Water Usage activity for the 2011/12 fiscal year.

 

Comments Regarding Non-Agenda FIC Items

 

CLOSE FINANCE AND INSURANCE COMMITTEE MEETING

 

ENGINEERING COMMITTEE

 

ENGINEERING ACTION ITEMS

 

7.         Canada Channel Sewer Pipeline Crossing Repair Project (Reference Material Included)

 

            Staff will review and comment on the engineering services necessary for the Canada Channel Sewer Pipeline Crossing Repair Project.  The proposed project will provide protection for an existing sewer pipeline that crosses the Canada Channel adjacent to the Mill Creek Drive bridge.  The existing facility is exposed and vulnerable to failure.

 

Recommended Action at the January 26, 2012 Board Meeting:  Staff recommends that the Board of Directors authorize the District’s General Manager to enter into a contract with RBF Consulting in the amount of $39,448 for the engineering design of the Canada Channel Sewer Pipeline Crossing Repair Project.  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.

 

ENGINEERING GENERAL INFORMATION ITEMS

 

8.         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.

 

9.         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

 

ATTORNEY REPORT

 

CLOSED SESSION

 

At this time the Board will go into a Closed Session pursuant to Government Code Section 54957 (b) (1) for the purpose of  reviewing the performance of the District's General Manager for the calendar year 2011.

 

OPEN/REGULAR SESSION

 

REPORT ON CLOSED SESSION (General Counsel)

 

Mr. Granito will provide an oral report on today's Closed Session.

 

10.       General Manager Compensation

 

Board Action:  The Board will discuss and consider granting the District's General Manager a lump sum superior performance award as the Board may deem appropriate.

 

ADJOURNMENT TO 7:30 a.m., Tuesday February 21, 2012.

 

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.