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COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS SPECIAL MEETING
JUNE 239 2004
The Board of Directors of the Costa Mesa Sanitary District attended a duly noticed Special
Meeting on June 23, 2004 at 8:00 a.m., in Conference Room 1A at the Civic Center, 77
Fair Drive, Costa Mesa.
Directors Present: Arlene Schafer, James Ferryman, Arthur Perry, Dan Worthington
Staff Present: Robin B. Harriers, Manager /District Engineer; Thomas A. Fauth,
Assistant Manager; Joan Revak, Clerk of the District; Alan Burns,
General Counsel; Marc Puckett, Treasurer
• Others Present: Wendy Davis, CBIZ Accounting, Tax & Advisory of Orange
County, Inc.
Cynthia King, 826 S. Yellowstone Way, Anaheim Hills
Public Comments
There were no public comments made.
II. CMSD Administrative and Personnel Rules and Regulations
Mr. Hamers advised the Board of Directors the Administrative and Personnel Rules
and Regulations mirror those of the City of Costa Mesa. Mr. Burns confirmed he
has reviewed the Personnel Rules and Regulations, however, he requested
approval of the Administrative Regulations be continued until a future date. Mr.
Fauth noted the Personnel Rules establish a two -tier system in which those
presently employed with the District will have vested rights to their job and do not
have to serve a probationary period. New employees serve at the pleasure of the
employer, the Costa Mesa Sanitary District.
Director Worthington motioned to approve the Personnel Rules and Regulations
• and to continue the Administrative Regulations until a later date. Director Perry
seconded. Motion passed 4 -0.
•
Costa Mesa Sanitary District
Minutes of Special Meeting Held June 23, 2004
III. Agreement with Accountant Cynthia King
Page 2
An Agreement with Cynthia King to provide Accountant services to the District
through June 30, 2004 was presented. Director Perry motioned to ratify the
Agreement subject to District Counsel review and approval as to form. Director
Worthington seconded. Motion passed 4 -0.
IV. Progress on Items Pertaining to New CMSD Headquarters
Mr. Hamers gave an update on progress on items pertaining to the new CMSD
Headquarters. Bids were invited from construction contractors to perform tenant
improvements to the building. Two bids came in; one of the bidders was unable to
provide a Bond and was, therefore, disqualified. Mr. Fauth presented an
Agreement with Cirks Construction to perform tenant improvements at 628 West
19'" Street, Costa Mesa, California as part of the rehabilitation of a building to be
used as District headquarters. The Contractor agrees to commence the work to be
performed under this Agreement within five days of receipt of the "Notice to
Proceed" and to diligently prosecute the work to completion before the expiration of
60 calendar days. Director Worthington motioned to approve the Agreement with
• the stipulation that in consideration for granting additional time to complete the job,
the Board requests the liquidated damages be revised to $250.00 per calendar day.
Director Perry seconded. Motion passed 4 -0.
•
Director Ferryman motioned to approve agreement with the Gas Company to
provide service to the building at 628 West 19th Street. Director Perry seconded.
Motion passed 4 -0.
Director Ferryman motioned to ratify agreement with TRC for software and
installation in an amount not to exceed $75,000 subject to review and approval as
to form by District Counsel. Director Perry seconded. Motion passed 4 -0.
V. Workers Compensation Insurance
Ms. Davis presented documents from the Special District Risk Management
Authority ( SDRMA) to provide Workers Compensation coverage for the District.
After the end of one year, SDRMA will reevaluate the cost based on the District's
trend of claims. Director Worthington motioned to approve Resolution 2004- 684,
approving the form of and authorizing the execution of a fifth amended joint powers
agreement and authorizing participation in the Special District Risk Management
Workers' Compensation Program. Director Perry seconded. Motion passed 4 -0
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Costa Mesa Sanitary District
Minutes of Special Meeting Held June 23, 2004
Page 3
• Director Ferryman motioned to approve Resolution No. 2004 -685, authorizing
application to the Director of Industrial Relations, State of California for a Certificate
of Consent to Self Insure Workers' Compensation Liabilities. Director Worthington
seconded. Motion passed 4 -0.
VI. Audit by Conrad & Associates
A request was made to Conrad and Associates to prepare the CMSD audit for 2003-
04. Staff will work with City of Costa Mesa Staff and in December CMSD will make
arrangements to have final audit performed.
Director Ferryman motioned to approve Audit by Conrad & Associates at a cost not
to exceed $6,300, subject to an acceptable legal relationship determination by
District Counsel. Director Perry seconded. Motion passed 4 -0.
VII. Agreement for Banking Services
Ms. Davis advised the Board that proposals for banking services were requested
from two banks. The District already has a relationship with Bank of America
through services currently provided through the City of Costa Mesa and B of A also
provided additional incentives.
• Director Worthington motioned to ratify agreement with Bank of America to provide
banking services to the District. Director Perry seconded. Motion passed 4 -0.
•
VIII. Agreement for Payroll Services
Ms. Davis reported that payroll services through Paychex and CBIZ Accounting
Services were investigated. The District will be able to perform their own payroll
services after completing training, beginning in January 2005.
Director Ferryman motioned to approve agreement with Paychex for payroll services
subject to review and approval as to form by District Counsel. Director Perry
seconded. Motion passed 4 -0.
IX. Health Benefit Providers
Ms. Davis reported a number of health benefits proposals have been investigated by
District Staff. Presently, CalPERS through the City of Costa Mesa covers Staff.
Further investigation into other health plans is advised, however, continued health
benefits for District Staff is required. Director Worthington suggested obtaining
coverage through CalPERS for approximately six months while a market survey is
be completed.
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Costa Mesa Sanitary District
Minutes of Special Meeting Held June 23, 2004
Page 4
Director Perry motioned to approve the CaIPERS benefit package and adopt CMSD
Resolution No. 2004 -686, Electing to be subject to Public Employees' Medical an
Hospital Care Act and Fixing the Employer's Contribution for Employees and the
Employer's Contribution for Annuitants at Different Amounts. Director Worthington
seconded. Motion passed 4 -0.
President Schafer adjourned the meeting at 9:59 a.m.
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