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Agenda Packets - Board - 2010-03-25I' Costa Mesa San#aq District ... an Independent Special District AGENDA Arlene Schafer President Robert ®oten Vice President James Ferryman Director R � Gary Monahan Secretary Arthur Perry Director Public Comments. Any member of the public may address the Board. Speakers on agenda items should identify themselves to the Clerk before the meeting so that their input can be provided at the time the item is considered. Speakers on non - agenda items will be heard under Public Comments. Pursuant to State law, the Board may not discuss or take action on non - agenda items except under special circumstances. Speakers must limit their remarks to three minutes or as decided upon by the Presiding Officer. The Presiding Officer reserves the right to declare any speaker out of order. Obtaining Agenda Materials: The public is entitled to copies. of all documents that are made part of the agenda packet. If any document or other writing pertaining to an agenda item is distributed to,all or a majority of the Board after the packet is prepared, a copy of that writing may be obtained at the District offices at 628 W. 19th Street, Costa Mesa, California. The Clerk of the District may be contacted at (949) 645 -8400, ext. 223. In. Compliance with` ADA: Contact Joan Revak, (949) 645 -8400, 48 hours prior to meeting if assistance is needed (28 CFR 35.102.35.104 ADA Title II). Regular Meeting - Thursday, March 25, 2010 RECOMMENDED ACTION CALL TO ORDER — 5:30 p. M. ;628 W. 19th Street, Costa Mesa 11. PLEDGE OF ALLEGIANCE — Director Monahan III. INVOCATION— Thomas Fauth IV. ROLL CALL (If absences occur, consider whether to deem those absences excused based on facts presented for the absence — such determination shall be the permission required by law.) V. Announcement of Late Communications NOTE: Unless directed otherwise by the Board of Directors, all actions shall be based on /memorialized by the latest document submitted as a late communication. VI. CONSENT CALENDAR All matters listed under the Consent Calendar are considered to be routine and will be enacted in one motion in the form listed below. There will be no separate discussion on these items prior to the time the Board votes on the motion, unless members of the Board request specific items to be removed from the Consent Calendar for discussion, in which event the item will be removed from. the Consent Calendar and considered in its normal sequence on the agenda. 1totecting our community's health 6y providing solid waste and sewer collection services. www.cmsdca.gov -- Caste Mesa Santa. District March 25, 2010 AGENDAR Page 2 RECOMMENDED ACTION Reports A. Minute Approval 1. Sewer System Committee Meeting —February 16, 2010 2. Recycling Committee Meeting —February 22, 2010 3. Special Meeting —Strategic Planning Workshop —February 20, 2010 4. Investment Oversight Committee Meeting —February 25, 2010 5. Regular Board of Directors Meeting — February 25, 2010 B. Operations Manager's Report 1. Refunds No Refunds 2. Occupancy Report and payment to Costa Mesa Disposal — February 2010 Approve 3. Monthly SSO Report to State Water Resources Control Board Receive & File 4. Waste Diversion Report — February 2010 5.. Contract Payment to CR Transfer for Recycling Services & Disposal for February 2010 6. Ordinance Enforcement Officer's Report 7. Costa Mesa Community Run C. Engineer's Reports 1. Project Status Report 2. Howard S. Wright Contractors Invoice in the amount of $169,475.83 D. Treasurer's Reports 1. Financial Reports as of February 28, 2010 2. Treasurer's Reports as of February 28, 2010 3. Warrant Register for the month of February 2010.in the amount of $514,468.94 4. Directors' Compensation and Reimbursement of Expenses for the Month of February 2010 END OF CONSENT CALENDAR - -- Receive & File Ratify Payment Receive & File Update Receive & File Ratify Payment Approve Approve Ratify Payments Approve Compensation & Ratify Expenses (Protecting our community's health andthe environment 6y providing solid waste andsewer collection services. u ww. crosdca.gov -Costa Mesa SanitarvN District AGENDA ARE _ :SEND VII. WRITTEN COMMUNICATIONS VIII. PUBLIC COMMENTS IX. MANAGER'S REPORTS A. Letter of Opposition to Independent Contractor Withholding B. CSDA Legislative Days in Sacramento — May 11 & 12, 2010 C. CMSD Resolution No. 2010 -776 in Support of the Local Taxpayer, Public Safety and Transportation Protection Act of 2010 D. Website Update E. CMSD Yard Security Acquisition Report X. Recycling Committee A. Monday, March 22, 2010, 12:00 p.m., CMSD Board Room, 628 W. 19th Street, Costa Mesa (Directors Ooten and Monahan) March 25, 2010 Page 3 RECOMMENDED ACTION Approve Approve Attendance by President Schafer, Director Ferryman & General Mgr. Scott Carroll Note: The Recycling Committee will meet on. the above date and time to discuss the matters on a separate agenda which is posted and made a part of this agenda. Members of the public should refer to that separate agenda for the items discussed and to be discussed. The Board may take action on any of those items on this agenda. XI. ENGINEER'S REPORTS A. Inflow Reduction Program Status Report B. Report on Bid Sewer Work C. CMSD Project No. 129 — Bristol Street Sewer Adopt Resolution Accept Report Approve Accept Report Accept Report Accept Report Approve 4th and Final Progress Payment, Accept Improvements as Complete, File Notice of Completion, Exonerate Labor & Materials Bond 35 Days after Notice of Completion is recorded & Exonerate Faithful'Performance Bond, one year after Notice of Completion is Recorded (Protecting our community's health and the environment 6y providing, solid waste and sewer collection services. u, -ww. crosdca.gov ,Costa Mesa Sanitaro District AGENDA XII. SEWER SYSTEM COMMITTEE A.E SED A. Tuesday, March 16, 2010 CMSD Board Room, 628 W. 19th Street, Costa Mesa (Directors Monahan, Ooten and Perry) March 25, 2010 Page 4 RECOMMENDED ACTION Note: The Sewer System Committee will meet on the above date and time to discuss the matters on a separate agenda which is posted and made a part of this agenda. Members of the public should refer to that separate agenda for the items discussed and to be discussed. The Board may take action on any of those items on this agenda. XIII. TREASURER'S REPORTS Accept Report A. Budget Adjustment — OCSD Transferred Lines Approve XIV. ATTORNEY'S REPORTS A. Claim by Back Bay Center, Ltd. For Property at 2651 -2675 Irvine Avenue Status Report (CMSD Project #168 — Irvine Pump Station Relocation) XV. LOCAL MEETINGS (REMINDER: In accordance with AB 1234 (Gov. Code § 53232.5), a report is required to be given by a Director for any meeting for which expense reimbursement of any kind is provided. Note: For meetings for which the per diem compensation is sought, the Operations Code provides that such compensation is authorized for each day's service rendered as a Director.at the request of the Board (not to exceed six days in one month), and certain meetings are specified as being eligible as set forth in District Operations Code § 3.01.030. For meetings not so listed, the Board must approve the service for it to be eligible for the per day compensation.) A. Orange County Sanitation District (OCSD) (Director Ferryman) Accept Report B. Santa Ana River Flood Protection Agency (SARFPA) Accept Report (Director Perry) C. Independent Special Districts of Orange County (ISDOC) Accept Report (President Schafer) D. Local Agency Formation Commission ( LAFCO) Accept Report (President Schafer) Independent Special Districts of Orange County (ISDOC) Consider Nomination for Selection Committee Meeting —April 29, 2010 LAFCO Seat E. California Special Districts Association (CSDA) Accept Report (President Schafer) CSDA Board of Directors Call for Nominations Seat B Nominate Arlene Schafer for Reelection (Protecting our community's health and the environment 6y providing solid waste and sewer collection services. www.cmsdca.gov `Costa. Mesa. Sanitaq :district �RE Y SE D March 25, 2010 AGENDA Page 5 RECOMMENDED ACTION F. California Association of Sanitation Agencies (CASA) Accept Report 1. CASA Spring Conference, April 28 -30, 2010 Consider Attendance Newport Beach G. Other Meetings Qualifying for Reimbursement under CMSD Report on Matters Ordinance No. 55, Operations Code Section 3.01.030 Pertaining to CMSD XVI. OLD BUSINESS XVII. NEW BUSINESS A. Presentation of Plaque from CMSD honoring Ed Fawcett, Costa Mesa Consider Chamber of Commerce, at Mesa Verde Golf Classic on April 19, 2010 B. Special Meeting with Brent Ives for Draft Strategic Plan Schedule Meeting Date C. 39th Annual SWANA Western Regional Symposium in San Luis Obispo Approve Attendance April 19 — 22, 2010 by Program Assistant D. City Clerks Association of California Annual Conference in Ventura Approve Attendance April 28 - 30, 2010 by District Clerk XVIII. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS XIX. ADJOURNMENT Protecting our community's health and the environment 6y providing solid waste and sewer collection services. u, w. crosdca.gov _, • COSTA MESA SANITARY DISTRICT MINUTES OF SEWER SYSTEM COMMITTEE MEETING FEBRUARY 16, 2010 Meeting Date I Item Number 03/25/10 1 VI. A. 1. CALL TO ORDER- Board members of the Costa Mesa Sanitary District met in Committee. session on February 16, 2010 at 10:30 a.m. at 628 W. 19th Street, Costa Mesa. Director Monahan called the meeting to order at 10:30 a.m. DIRECTORS PRESENT: Jim Ferryman, Gary Monahan, Bob Ooten STAFF PRESENT: Scott Carroll, General Manager, Thomas A. Fauth, Operations Manager; Sherry Kallab, Administrative Manager; Rob Hamers, District Engineer; Karl Dulake, Maintenance Supervisor; Debbie Bjornson, Permit Processor; Joe Limon, Inspector; Paul Guzman, Inspector OTHERS PRESENT: Jim KOIk, EEC MONTHLY SSO STATISTICS Mr. Fauth reported no spills occurred since October 20, 2009. CMSD INFLOW REDUCTION PROGRAM Mr. Hamers reported Staff has been active during the recent rains. Mr. Limon reported he has plugged over 200 manhole covers. Staff has seen a reduction in flow at the pumping stations. All but one hole in the covers are either being sealed or plugged. Mr. Dulake reported he has sealed over 280 manhole covers. Information from the meter OCSD installed on the east side has been requested, but is not available yet. Staff has prepared spreadsheets to compare pump station run times with rain dates of over one inch of rain dry weather dates. A report will be given at the March 25, 2010 Board meeting. Mr. Hamers provided the Committee with a questionnaire he, working with OCSD, developed for the WDR Committee to send to member agencies for response by March 1, 2010. The Committee reviewed the CMSD response to the questionnaire. Mr. Hamers stated inflow and infiltration should be a small percentage of dry weather flow. OCSD is finding two to three times the dry weather flow in some areas such as the Dover trunk. Mr. Fauth brought to the Committee's attention normal flow averages of 211 million gallons a day compared to over 400 I COSTA MESA SANITARY DISTRICT MINUTES OF BOARD OF DIRECTORS SEWER SYSTEM COMMITTEE MEETING FEBRUARY 16,,.2010 , PAGE 2 million gallons when we have wet weather flow per day. The report identifies the number of gushers, runners, drippers and weepers in District lines. The two gushers identified in the CMSD system have been repaired. Director Ferryman questioned if the District should be plugging the manhole covers given the inadequate storm drain system and related flooding issues with City of Costa Mesa streets. Mr. Hamers responded under WDR and OCSD ordinances it is the District's responsibility to keep the water out of the sewer system. Director Monahan noted there are no funds available for the City to address storm drain issues. Mr. Guzman reported the City of Costa Mesa is raising manholes higher with new projects. The City of Newport Beach has been raising all their manholes over the last five years. Staff will ask the City of Costa Mesa for a list of flooded streets. CMSD MAP UPGRADES /GEOGRAPHICAL INFORMATION SYSTEM /CMMS- UPDATE Jim Kolk, EEC, provided the Committee with an update of the progress of the GIS project. Conversion of the data into GIS is almost complete. CMSD Staff is reviewing the maps noting items needing correction. Updating the maps with requested corrections will be the final step in the conversion process. Pipe segments and cleaning frequencies also were entered into the database. Entry of lateral lines are almost completed. Mr. Hamers estimated there are 35,000 lateral lines in the District. Mr. Carroll has made a public records request for parcel data information from the County Assessor's office and is waiting for a reply. Director Monahan stated the City of Costa Mesa has sent all the information they can. Mr. Hamers agreed Mr. Kirkbr de and the City of Costa Mesa have been very helpful. Mr. Fauth referred to an e -mail provided in the packet indicating the first phase of the project is almost completed. SCADA UPGRADE STATUS - UPDATE Staff provided a report from TRC stating the project is 61% complete. The agreement states the project will be completed by March 31, 2010. The headquarters and the pump stations should be completed on time; however, the District Yard portion of the project cannot be implemented until construction of the Yard building is complete. Director Ooten questioned if training is included in the package. Mr. Fauth acknowledged training is part of the package. CMSD SEWER CLEANING /CCTV PROGRAM - UPDATE Mr. Fauth included the National Plant agreement updated to include an additional 400,000 linear feet. The agreement has been sent to Dennis Keene, National Plant Services, for approval. The agreement includes the agreed upon price of $.35 cents per linear foot, the sealing of manhole covers and the one percent CCTV of the lines to validate the cleaning process. Director Ooten recommended making a change in the last line of paragraph 6 of the agreement from pick holes to vent holes and pick holes and to note the District standard is to leave one vent hole /pick hole open per cover. Mr. Hamers stated the District inspectors and Mr. Dulake will provide a list or accompany the crew noting the covers they want plugged. FOOD SERVICE ESTABLISHMENT STATUS - UPDATE Mr. Kolk, EEC, reported ten new initial inspections,186 "Best Management Practices" investigations, 155 grease removal inspections and 46 total compliance inspections have been conducted year to date. There are a few new food service establishments (FSEs). Pasta f � COSTA MESA SANITARY DISTRICT fir MINUTES OF BOARD OF DIRECTORS SEWER SYSTEM COMMITTEE MEETING FEBRUARY 16, 2010 PAGE 3 :gun Connection, now located at 1969 Harbor Blvd, had issues with grease discharge at their previous 19th and Newport Blvd location. The Pasta Connection owners assumed since the new location was previously a restaurant they did not have to submit plans to the District. The grease removal device at the location is too small. EEC and CMSD Staff met with the owners and discussed District requirements sizing. They were given several options; install a gravity grease interceptor, use of smaller hybrid devices, or use the existing device as long as they provided adequate maintenance. Adequate maintenance in their case is cleaning twice a day. They chose the less expensive route of maintaining the existing interceptor. Paperwork regarding the required maintenance was signed. Mr. Kolk has since received a call from a contractor requesting information regarding what is required to install a grease interceptor at the facility and reported they are working on plans for submittal to the District. Mr. Dulake reported he has had several conversations with the contractor but no plans have been received at the District. Director Ferryman questioned if the City should be sending owners to the District when plans are submitted to them. Mr. Hamers advised the City is supposed to forward plans to both the District and Mesa Water and that we have requested to be added to the City's sign off card when construction is completed. Mr. Hamers stated we should also ask for non - approval of building permits until the District has issued approval. Ms. Bjornson noted the Pasta Connection did not submit plans to the City either. Director Monahan confirmed if a restaurant is opening where a prior restaurant was located and does not stay open past a certain hour they are not required to submit plans to the City. Staff will check with the Orange County Health Care Agency to see if they can be of assistance regarding the issue. Staff will provide a report on the process using the three establishments as examples. II Dolce has been inspected and has the appropriate interceptor. The Meat Market only has minimal cooking in the form of an outdoor BBQ grill. There ® is potential to create FOG in the form of meat trimmings, but meat trimmings generally would not be put down the drain. They do have a rendering barrel. EEC will keep an eye on the establishment. In concluding, Mr. Kolk reported EEC Staff happened on a facility whose interceptor was about to overflow. The problem was caused by a blockage downstream. The interceptor was pumped the night before. Mr. Kolk advised either the pumper saw the condition and did not report it or some of the grease had been passed down into the discharge side of the interceptor causing the blockage. Mr. Fauth provided photographs of the Pasta Connection hydro mechanical interceptor in the Committee packet. SARBS -CWEA COLLECTIONS TRAINING SEMINAR 1 -21 -10 Mr. Fauth reported the training was well attended by Staff. Mr. Hamers gave a CMSD Sewer Lateral Assistance Program (SLAP) presentation and it went very well. CMSD PROJECTS: PROJECT #101 — WESTSIDE PUMPING STATION ABANDOMMENT A detailed project status report is included in the Board packet. PROJECT #129 — BRISTOL STREET SEWER Mr. Hamers advised a separate Attorney Client update is on the Board agenda. Director Ooten, stated if he is briefed on the project he would be willing to meet with County Supervisors, to discuss the issue. Mr. Carroll will have Staff contact Mr. Moorlach's office to set up a time to 1 COSTA MESA SANITARY DISTRICT MINUTES OF BOARD OF DIRECTORS SEWER SYSTEM COMMITTEE MEETING p'+ FEBRUARY 16,2010 PAGE 4 meeting date to discuss the issue. Mr. Hamers stated he is happy to set up a meeting to review the project history for Director Ooten and believes a meeting with Mr. Moorlach is a good idea. PROJECT #182 — CCTV RESULTS Mr. Hamers provided a detailed report of the findings. The executive summary will be included in the Board packet for the upcoming meeting. Problems are rated from one to five in either structural or maintenance categories. The District has 239 grade five structural problems and 34 grade five maintenance problems. The District also has 1500 grade four problems. Grade five are considered severe and should be fixed now. Grade four should be monitored because they may soon be grade five. The report sets the stage for the District's repair program. Director Ooten questioned if the project was completed. Mr. Hamers acknowledged the project is complete. The recommended repairs will be a separate project. Mr. Hamers discussed the District adopting the Uniform Cost Accounting Method to allow informal bidding for projects less than $125,000. Mr. Carroll voiced his concerns regarding the public's perception of not bidding out projects. Mr. Carroll discussed putting together new purchasing procedures regarding purchasing limits, when we go out to bid, what type of bidding procedures we would follow and what type of contract we would sign. Mr. Carroll agreed with Mr. Hamers it is more bureaucracy and more time consuming but thinks we need to show there are procedures in place to show we are managing the public's money properly. Director Ferryman questioned the scope dollar wise. Mr. Hamers stated the first 60 structural repairs are estimated to cost around $700,000 to repair. Director Ooten questioned if carryover funds from the prior year were available. Mr. Hamers confirmed there are carryover funds. • PROJECT #186 — SEWER LATERAL ASSISTANCE PROGRAM Mr. Hamers reported Staff decided four new two -way clean out standards was too confusing and changed back to one standard. Mr. Hamers will sign off on the standard later today. It will become part of the District's standard plans and specs. Mr. Fauth reported he contacted Earlene, Rescue Rooter manager, requesting corrections to a document they created regarding the SLAP program. Director Monahan questioned if the document could be used for other plumbers. Mr. Fauth plans to provide a document for plumbers regarding the SLAP program requirements. Mr. Fauth wants to make sure homeowners don't sign agreements with plumbers before the District reviews the video of their lateral line. Mr. Fauth plans to have a seminar for plumbers to review program requirements; the date has not been determined. PROJECT #187— DISTRICT YARD Mr. Hamers reported the District Yard project is moving along nicely and estimates the project will probably be a little over 50% completed by this month's Board meeting. 5,000 GALLONS OF SEWER SPILLS INTO STORM DRAINS — LA JOLLA 1/22/10 Mr. Fauth provided a newspaper article regarding a 5,000 gallon sewer spill, noting the District is preventing these type issues from happening. OTHER • k" . , I COSTA MESA SANITARY DISTRICT MINUTES OF BOARD OF DIRECTORS SEWER SYSTEM COMMITTEE MEETING FEBRUARY 16, 2010 v �- ``,A,y PAGE 5 Director Monahan reported there are some housing projects moving forward and questioned the District's progress on the connection fee upgrades. Mr. Hamers stated District legal counsel has prepared preliminary information ready for Board discussion. SSC MEETING SCHEDULE The next meeting is scheduled for Tuesday, March 16, 2009 at 10:30 a.m. PUBLIC COMMENTS There were no public comments. ADJOURNMENT Director Ferryman adjourned the meeting at 11:50 p.m. SECRETARY • PRESIDENT I' 1 • Meeting Date I Item Number 03/25/10 1 VI. A. 2.. COSTA MESA SANITARY DISTRICT MINUTES OF RECYCLING COMMITTEE MEETING February 22, 2010 The Costa Mesa Sanitary District Recycling Committee met at 12:00 p.m. at 628 W. 19th Street, Costa Mesa. Directors Present: Robert Ooten and Arlene Schafer Staff Present: Scott Carroll, Tom Fauth, Joan Revak, Teresa Gonzalez, AJ Cully Others Present: Trisha Throop, Community Relations Recycling Coordinator CR &R Director Ooten called the meeting to order at 12:00 p.m. I. Recycling Committee Goals for 2009 -2010 Staff reviewed the Recycling Committee Goals for 2009 -2010 with no recommended changes. Director Ooten requested Mr. Carroll incorporate projects from the Recycling Committee Goals into the Strategic Plan. President Schafer suggested the latest version of the CMSD video include the new Corporate Maintenance Yard after construction is completed. Mr. Fauth explained the video is modularized so sections can be added or subtracted easily. Director Ooten asked for staff input regarding ideas on how to proceed with video changes. II. Orange County Waste and Recycling Sub - Regional Meetings, Funding and Grant Program Mr. Fauth stated the Quarterly Grant Status Report will be completed this week. Funds in the amount of $40,000 from the 2007 -08 combined grant between the City of Costa Mesa and CMSD will reach a zero balance by the end of March. The 2008 -09 Grant funds in the amount of $142,256 were received in January. This cooperative grant will be used for public outreach and education between the Costa Mesa Sanitary District, the City of Costa Mesa and the City of Huntington Beach. Staff is working with Mr. Pat McNelly, OCSD, and Ms. Francine Kaplan, Master Gardener and science teacher at Coast High School in Huntington Beach, to build a long -term, sustainable program for local schools. Mr. Fauth proposed the purchase of 300 Earth Machines to begin this endeavor. Protecting our community's health by providing sold waste and sewer collection services. w'urw.crosdcagov Costa Mesa Sanitary District Minutes of Recycling Committee Meeting y,t\, February 22, 2010 Page 2 Provisions of this grant include one year to expend the funds, however, documentation is in place to extend the program for three years. Mr. Fauth will continue to provide quarterly reports. Ms. Gonzalez stated that the funds for the new grant must be appropriated by the Board of Directors at the February 25, 2010 Board Meeting. III. 2009 Telephone Book Recycling Program Ms. Revak reported the 2009 Telephone Book Recycling Program concluded with twenty schools collecting 25 tons or 17,000 telephone books. Check presentations will be completed by mid - March. Director Ooten requested staff send out a list of CMSD public outreach programs to all Directors and schools in the area. IV. Waste -Free Lunch Ms. Cully reported on the successful Waste Free Lunch Day presentation given to Davis Magnet School on January 26, 2010. Director Ooten and President Schafer suggested Ms. Cully focus on increasing public awareness by drafting press releases for local newspapers, cable TV, and CSDA Magazine to promote the CMSD recycling programs. • V. CR &R Report on Other Agencies Recycling Programs Ms. Throop of CR &R provided a revised version of the brochure prepared for CMSD residents. Mail out will occur during the week of May 3,' 2010. Mr. Carroll requested that the CMSD phone number be included as an additional resource to resolve customer complaints. A tour of the CRT facility is scheduled for Thursday March 11, 2010 at 10:00 a.m. for Mr. Carroll and AJ Cully. Director Ooten expressed an interest in attending this tour as well. Mr. Dean Ruffridge, Ms. Norma Fernandez, Ms. Trisha Throop and Mr. Scott Carroll met earlier in the month to familiarize Mr. Carroll with CR &R. Ms. Throop supplied Mr. Fauth with an inventory list of all vehicles used to service the Costa Mesa Sanitary District. The Recycle Revenue Report will be completed by the end of February 2010. Director Ooten requested an update on when alternative fuel or natural gas trucks will become part of the CR &R fleet. Ms. Throop stated that current trucks will be transitioned out over the next couple of years and will be replaced with clean fuel vehicles. Ms. Throop clarified delivery times for the bales of aluminum, PET, HDPE, and OCC for the Costa Mesa Community Run and the Costa Mesa Safety Expo. Mr. Fauth requested two bales of each type should be placed on a flat bed truck and brought to Estancia High School on April 23, 2010 from 5:00 p.m. — 8:00 p.m. and April 24, 2010 from 7 a.m. to 1:00 p.m. The Safety Expo will be held on May 16, 2010 from 10:00 a.m. —2:00 p.m. at the fire station across from Estancia High School. Protecting our community's health by providing soCul waste and sewer collection services. www.crosdcagov • • Costa Mesa Sanitary District Minutes of Recycling Committee Meeting February 22, 2010 Page 3 Director Ooten requested an interactive model, such as a question wheel, be considered to enhance the CMSD public outreach effort at community events. Director Ooten can provide a contact name to a supplier. VII. Report on Other CMSD Recycling Programs Mr. Fauth reported that the SWANA founding chapter is hosting a workshop on March 19, 2010. Attendees must have Board approval to attend this conference as it is outside the county boundary. Mr. Fauth reiterated the dates for the two previously mentioned public outreach events, the Costa Mesa Community Run April 24 -25, 2010 and Costa Mesa Community Summer Safety Expo May 16, 2010. Mr. Fauth discussed the removal of a Sharps container from the parking lot of Share Our Selves Free Medical Clinic due to a recent issue with the County of Orange Health Care Agency. Ms. Cully is working to relocate the Curbside sharps container to the Costa Mesa Senior Center or to one of the current Stericycle pharmacy locations. Mr. Fauth stated his goal is to discontinue working with Stericycle and move all pharmacies into the Curbside program as soon as possible. Ms. Gonzalez added that due to current budget constraints, the Board of Directors must approve any new locations prior to expanding the program. Mr. Fauth increased his budget to cover five pharmacies plus Orange Coast College Recycling Center. Ms. Throop discussed the latest county outreach effort, WasteFreeOC.com. The campaign aims to reduce waste by 10% in 2010 with practical applications for individuals to accomplish the goal. The website is very comprehensive, filled with useful information and interactive opportunities. Ms. Cully requested clarification regarding payment of bus transportation for school fieldtrips. Director Ooten and President Schafer stated CMSD will continue to pay for all transportation costs associated with public outreach. VIII. Public Comments There was no public present at the meeting. Director Ooten adjourned the meeting at 1:10 p.m. Secretary President Protecting our community's health by providing soUd waste and sewer collection services. www.crosdcagov • Meeting Date Item Number 03/25/10 VI. A. 3. COSTA MESA SANITARY DISTRICT MINUTES OF SPECIAL MEETING FEBRUARY 20, 2010 The Costa Mesa Sanitary District held a Special Meeting at 8:30 a.m. on Saturday, February 20, 2010 at 628 W. 19th Street, Costa Mesa. Directors Present: Arlene Schafer, Bob Ooten, Gary Monahan, James Ferryman, Art Perry Staff Present: Scott Carroll, General Manager; Joan Revak, Office Manager /Clerk of the District; Sherry Kallab, Administrative Manager; Tom Fauth, Operations Manager Robin B. Hamers, District Engineer; Teresa Gonzalez, Accountant; AJ Cully, Program Assistant 0 Others Present: Brent H. Ives, BHI Management Consulting 2459 Neptune Ct., Suite 110, Tracy, CA President Schafer called the meeting to order at 8:30 a.m. Director Ferryman offered the Board's appreciation to Staff for their great cooperation and understanding, working well as a team and for being open- minded with all of the changes taking place that will ultimately be the best for the District. I. District Office Hours General Manager Carroll reported, at the request of the Board, Staff researched the possibility of District headquarters being open to the public every Friday and provided the findings. In 2006 the Board approved a 9/80 work schedule for District Staff to be consistent with the benefits offered at the City of Costa Mesa. The recent restructuring of the organization and the hiring of a General Manager provided a good time to reevaluate the District's 9/80 schedule. Mr. Carroll provided a schedule where all employees would maintain the benefit of a 9/80 schedule as well as providing access to the public every Friday. The proposed work schedule provides for an equal number of employees to staff the office every other Friday with the Maintenance Supervisor and Accountant working every Friday and taking every other Monday as their flex day. Minutes of Special Meeting February 20, 2010 Page 2 Having the Maintenance Supervisor work every Friday will ensure all of the District's assets are operating properly and efficiently to avoid any disruption during the busy weekend. Both the Administrative Manager and Accounting Specialist will work on Mondays to handle finance procedures and protocol. Mr. Carroll stated he believes 9/80 work schedules are good for employee morale and can be just as productive if not more when compared to traditional 5/40 work schedules. The proposed schedule allows the District to achieve our objectives. Mr. Carroll also proposed revising business hours to the public whereby the District will be open to the public from 7:30 a.m. to 4:30 p.m. Monday through Thursday and closing at 3:30 p.m. on Fridays. Director Ooten moved to approve the new 9/80 work schedule effective March 15, 2010, keeping the District office open every Friday; and revising the hours the District is open to the public to 7:30 a.m. to 4:30 p.m. Monday through Thursday and closing at 3:30 p.m. on Fridays. Director Monahan seconded the motion. Motion passed 5 -0. II. Strategic Planning Workshop President Schafer introduced Mr. Brent Ives to facilitate the Strategic Planning Workshop. Mr. Ives noted a Strategic Plan is a top level document setting forth the District's mission, vision and core values. The Plan allows the Board to set the foundation and direction for the strategy with specific input from the Board. Mr. Ives will meet with Staff and put meat on the bones of the document in a review draft based on the Board's direction. Each year the Board looks at the Plan as planning methodology. The Board will be asked for guidance A Mission Statement is important to an organization and was adopted at the July 2009 meeting: "Protecting our community's health and the environment by providing solid waste and sewer collection services" A five -year vision for the CMSD was discussed and the following emerged • Fair and appropriate sewer and trash rate structure • Extending the life expectancy of our infrastructure • Continue and support proactive spill mitigation & other requirements of the WDR • A strong and stable organization • Leading the way in diverting trash from landfill • Maintain a respected image in the community (PR) • Continue to provide public education • • Update technologies as appropriate • Evaluate service area expansion opportunities as they emerge 2 Minutes of Special Meeting February 20, 2010 Page 3 A break from the workshop was taken at 10:10 a.m. and the workshop continued at 10:25 a.m. A Vision Statement for the District was considered and the following were brought forth: • Eliminated areas in our sewer system requiring significant enhanced maintenance • Enjoys a positive reputation in the community • Significantly lessened infiltration and inflow into our sewer system • Mitigated calcium buildup in the sewer collection system • Diverted as much solid waste as practical from the landfill • Eliminated all public sewer system overflows • Implemented modern technologies to all of our operations • Completed Westside pumping station abandonment • Diversified our revenue sources • Continued our model sewer lateral program • Implemented a working succession plan • Maintained reasonable rates and reserves to support current and future infrastructure needs 0 Core Values /Decision Filters were decided upon: • Is it responsive to OUR CUSTOMERS? • Is it COST EFFICIENT, PRACTICAL AND SENSITIVE to rates? • Does it protect the ENVIRONMENT? • Does it support our commitment to MAINTENANCE AND REHABILITATION of our infrastructure? • Does it support our EMPLOYEES to be productive and motivated? • Does it support our commitment to RELIABILITY in the services we provide? Strategic Elements are the basis of a balanced strategy and areas that the District must consider to assure coverage and the following were set forth: • Sewer Infrastructure • Solid Waste • Partnerships • Public Relations • Administrative Management • Personnel /Organization • Finances • 3 n n Minutes of Special Meeting February 20, 2010 Page 4 Objective and Strategy statements have a clear, concise statement covering the District objective and strategy and the following were determined: • Sewer Infrastructure Our objective is to collect and transport wastewater to meet the needs of existing and future customers. We will do this by careful management of the collection infrastructure using prudent planning and maintenance, with financial strategies to maintain sufficient capacity and respond to changing regulatory demands. • Solid Waste Our objective is to manage the collection and recycling of residential trash in the most economical and environmentally friendly way. We will do this by looking for ways to improve efficiencies, achieve high customer satisfaction and considering prudent new recycling methods. • Partnerships Our objective is to foster beneficial relationships to accomplish the goals of the District. We will do this by embracing strategic ties with other organizations, working closely with regulators, developing a deliberate legislative agenda and participating in professional associations. • Public Relations Our objective is to inform and establish beneficial relations with the community. We will do this by providing a high level of customer service internally and through the careful management of service providers. We will provide information to and seek feedback from our customers about our programs, services and accomplishments through modern technologies, the media and direct interactions with our customers. • Administrative Management Our objective is to create, maintain and implement policies and procedures to ensure sound management of the District. We will conduct periodic reviews, refine and implement policies and procedures, and assure the General Manager has the direction and tools necessary for successful District operations. 9 • Minutes of Special Meeting February 20, 2010 • Personnel/Organization Page 5 Our objective is to employ and retain a high quality, motivated workforce. We will do this by utilizing sound policies and personnel practices, offering competitive compensation and benefits, providing opportunities for training, development and professional growth, while ensuring a safe and secure workplace. • Finances Our objective is to ensure the short and long -term fiscal health of the District. The District will forecast and plan revenue and expenditures and maintain appropriate reserves and investments to provide financial resources to fund current and planned operations and projects. Projects discussed during the Workshop were: • Sewer Infrastructure • Financial Audits • Rate Analyses • Pump Station Planning • Sewer System GIS • Succession Planning • Organizational Chart Reviews • Website Upgrade • Staff Development • Compensation and Benefits Reviews • Workplace Safety • Reduce Infiltration • Pursue Grand Funding • Mutual aid agreement with City /Districts for sewer specific operations • General Manager Performance Review Process • Overall District Policy Review • Sewer Cleaning Strategy • Preventative Maintenance Strategy • Consider a Comprehensive Asset Management Program • Modernizing District Operations • FOG Program /SSMP C] 5 • Minutes of Special Meeting February 20, 2010 Plan Maintenance Page 6 The Strategic plan will include recommendations for annual maintenance of the goals and elements. An annual review includes: • Review results of the current year • Look at years 2 -4 • Forecast new year 5 Path Forward • Work with Staff to develop a review draft • Hold a Board "Tone Check" meeting • Finalize draft —bring back to Board for final comments and approval • Publish and circulate the District's Strategic Plan 111. Public Comments There were no public comments as no public was present. • IV. Adjournment President Schafer adjourned the meeting at 12:13 p.m. Secretary C7 President U • COSTA MESA SANITARY DISTRICT Meeting Date Item Number 03/25/10 VI. A. 4. MINUTES OF INVESTMENT OVERSIGHT COMMITTEE MEETING February 25, 2010 CALL TO ORDER The meeting was called to order at 5:07 p.m. by Treasurer Marc Davis ROLL CALL Committee Members Present: Director Bob Ooten (rotating committee member) Director Arthur Perry (rotating committee member) Mr. Scott Carroll, General Manager Staff Members Present: Mr. Marc Davis, Treasurer Ms. Joan Revak, Office Manager /Clerk of the District Ms. Teresa Gonzalez, Accountant NEW BUSINESS Review of Treasurer's Report Mr. Davis reported that the District's portfolio was earning approximately 1.33% as of January 31, 2010, compared to LAIF earning approximately 0.56 %, and the duration of the District's underlying securities was 1.13 years. During the month of January one security was called and two more securities were subsequently called in February. It is expected that additional securities will be called due to the interest yields of the callable securities being around the 3% range. With the available cash funds from the called securities two new investments were purchased in February. The recently purchased securities are a Freddie Mac at a 5 year maturity and 3.0% yield, and a federal home loan security at a 3.5 year maturity and 2.3% yield. Mr. Davis stated that the District's philosophy is not to go out and do a lot of speculation on the interest market. When investment funds become available Mr. Davis reviews the District's cash flow requirements and invests only the funds that will not be immediately needed and will go out and invest these funds for as long as possible. The District holds the securities until maturity or until called. Mr. Davis made a reference to the Yield Curve Data of the January 31, 2010 Treasurer's Report and reported that the District is doing well compared to the other benchmarks, being only below the 5 year and 3 year T- Notes. Director Perry inquired how we compare to the School District and to the City of Costa Mesa. Mr. Davis responded that he will provide City comparison information on the next report. • • • MINUTES OF INVESTMENT OVERSIGHT COMMITTEE MEETING February 25, 2010 Page 2 Update on Receipt of Annual Charge The 4th tax apportionment was received in January. The annual charges received as of January 31, 2010 by the Sewer and Trash funds were 56% of the assessed annual charges, compared to 56% collected last year during the same period. The general tax collected was 53% of the assessed amount compared to 57% collected last year. The general tax collection is lower this year due to Prop 1 A withholding. PUBLIC COMMENTS There were no items discussed under public comments. ADJOURNMENT The meeting adjourned at 5:23 p.m. Approved by: Secretary, Costa Mesa Sanitary District Board of Directors President, Costa Mesa Sanitary District Board of Directors r ' C7 • Meeting Date I Item Number 03125/10 1 VI. A.5.. COSTA MESA SANITARY DISTRICT MINUTES OF BOARD OF DIRECTORS REGULAR MEETING FEBRUARY 25, 2010 CALL TO ORDER PLEDGE OF ALLEGIANCE INVOCATION ROLL CALL DIRECTORS PRESENT: DIRECTORS ABSENT: The Board of Directors of the Costa Mesa Sanitary District met in regular session on February 25, 2010 at 5:30 p.m. at 628 W. 19th Street, Costa Mesa. General Manager Scott Carroll led the Pledge of Allegiance. Mr. Fauth gave the invocation. Arlene Schafer, Robert Ooten, Gary Monahan, James Ferryman, Art Perry STAFF PRESENT: Scott Carroll, General Manager; Joan Revak, Office Manager /Clerk of the District; Robin B. Hamers, District Engineer; Alan Burns, Legal Counsel; Tom Fauth, Operations Manager; Teresa Gonzalez, Accountant; Marc Davis, Treasurer OTHERS PRESENT CONSENT CALENDAR Director Ferryman moved to approve the Consent Calendar as presented. Director Ooten seconded the motion. Motion carried 5 -0. • U COSTA MESA SANITARY DISTRICT MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 REPORTS MINUTE APPROVAL Minutes of Sewer System Committee Meeting — January 19, 2010 Minutes of Recycling Committee Meeting — January 25, 2010 Minutes of the Regular Board of Directors Meeting — January 28, 2010 Minutes of Special Closed Session Meeting — February 2, 2010 Refunds Occupancy Report and Payment of $196,786.16 to Costa Mesa Disposal — February 2010 Monthly Spill Report to State Water Resources Control Board Waste Diversion Report for January 2010 PAGE 2 The Minutes of the Sewer System Committee Meeting of January 19, 2010 were approved as distributed. The Minutes of the Recycling Committee Meeting of January 25, 2010 were approved as distributed. The Minutes of the Regular Board of Directors Meeting of January 28, 2010 were approved as distributed. The Minutes of the Special Closed Session Meeting of February 2, 2010 were approved as distributed. There were no refund requests for the month of January 2010. The Trash Occupancy Count documented a decrease of 8 units for the occupancy report for solid waste collection as of February 1, 2010. Therefore, the total for January is 21,494 and the payment of $196,786.16 was ratified. The Monthly Spill Report to the State Water Resources Control Board (SWRCB) for February 2010 was accepted as submitted. The Waste Diversion Report dated January 2009 was accepted as submitted. Contract Payment of $156,799.95 to The contract payment of $156.799.95 to CR CR Transfer — January 2010 Transfer for recycling services and disposal for the month of January 2010 was ratified as submitted. COSTA MESA SANITARY DISTRICT PAGE 3 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 • Contract Payment of $9,366.70 The contract payment of $9,366.70 to CR to CR Transfer — Santa Ana Transfer for recycling services and disposal Heights /Newport Beach — January for Santa Ana Heights /Newport Beach for the 2010 month of January 2010 was ratified as submitted. Ordinance Enforcement Officer's Report ENGINEER'S REPORTS Project Status Report The Ordinance Enforcement Officer's Report dated February 11, 2010 was accepted as submitted. The Project Status Report dated February 2010 was accepted as submitted. Howard S. Wright Contractors Invoice The Howard S. Wright Invoice for work in the amount of $89,661.80. performed through January 31, 2010 in the amount of $89,661.80 was ratified as submitted. 1:1 TREASURER'S REPORTS Financial Report as of January 31, 2010 Treasurer's Report as of January 31, 2010 Warrant Register for the month of February 2010 in the amount of $1,052,312.51 Directors Compensation & Reimbursement of Expenses for the month of January 2010. • The Financial Report as of January 31, 2010 was accepted as submitted. The Treasurer's Report as of January 31, 2010 was accepted as submitted. Warrant Resolution #CMSD 2010 -08 was approved, authorizing the President and Secretary to sign the warrant ratifying the payment of certain claims and demands, and specifying the funds out of which the same were paid in the amount of $1,052,312.51. Director Compensation and Expense Reimbursements for the month of January 2010 were approved and ratified as follows: President Schafer: $1,326.00 + $144.08 Vice President Ooten: $1,326.00 + $128.50 Director Monahan: $442.00 Director Ferryman: $1,326.00 + $137.63 Director Perry: $1,105.00 + $169.25 COSTA MESA SANITARY DISTRICT PAGE 4 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 • END OF CONSENT CALENDAR WRITTEN COMMUNICATIONS Ms. Revak presented the 2009 Annual Report for the Southern California Alliance of Publicly Owned Treatment Works for the Board's perusal. PUBLIC COMMENTS President Schafer noted there were no public present and, therefore, no public comments. MANAGER'S REPORTS STANDBY POLICY Mr. Carroll reported on Staff's research on the possibility of revising the District's current standby policy. Mr. Carroll recommended the Board of Directors approve repealing Rule 13, Section 2 of the District's Personnel Rules and Regulations and replacing it with the revised policy presented. Mr. Carroll noted the District is not a large enough organization to have a pool of standby employees and enforcing the District's standby policy would create an unfair and inconsistent working condition and a possible hardship. Mr. Carroll pointed out in the future, there may become a time when the District has to assign an employee to be on a standby status. Mr. Carroll recommended revising the District's existing policy to reflect current industry standards and to ensure compliance with the Fair Labor Standards Act (FLSA). Mr. Carroll noted the District will continue with its current practice of using C &R Drains as its first responder for after hour service calls and the District's Maintenance Supervisor will continue to be the secondary responder. The report along with the revised Standby Policy was reviewed and approved by District Counsel. Director Ooten motioned to approve the revised Standby Policy. Director Monahan seconded the motion. Motion carried 5 -0. RECYCLING COMMITTEE - MONDAY, FEBRUARY 22, 2010 Director Ooten reported on the Recycling Committee meeting held February 22, 2010. Director Ooten provided a report on the Grant from the Regional Recycling and Waste Diversion Grant program. • • COSTA MESA SANITARY DISTRICT PAGE 5 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 Ms. Revak reported award presentations at the schools have begun and will continue through the month of March 2010. Staff is working with Davis School on a "Waste Free" lunch program, encouraging students to bring lunches with limited waste packaging going into the waste stream. Trisha Throop gave a report on CR &R. A tour of the CR &R facility is scheduled for March 11, 2010 at 10:00 a.m. and AJ Cully, Program Assistant, is organizing the tour. Mr. Fauth requested the topic of the 3rd Annual Costa Mesa Community Run on April 23- 24, 2010 be addressed to enable Staff participation. Director Ferryman moved to consider CMSD participation in the Costa Mesa Community Run & Expo because the need arose after the agenda was posted and action needs to be taken prior to the next Board meeting. Director Perry seconded the motion. Motion carried 5 -0. Director Perry moved to approve District participation in the Costa Mesa Community Run & Expo being held on April 23 -24, 2010. Director Ferryman seconded the motion. Motion passed 5 -0. iENGINEER'S REPORTS PROJECT #129 BRISTOL STREET SEWER CONSTRUCTION UPDATE President Schafer announced the Closed Session on Project #129 will be held at the end of the meeting. PROJECT #101 — WESTSIDE PUMPING STATION UPDATE Mr. Hamers provided the Board with an update on the Project #101 Westside Pumping Station Abandonment that involves abandonment of six Costa Mesa Sanitary District pumping stations. The Orange County Sanitation District (OCSD) intends to begin a two to three year design phase beginning July 1, 2010 followed by a two year construction schedule for the regional Southwest Costa Mesa Trunk Sewer. The trunk sewer will allow the CMSD to abandon six pumping stations, allow Newport Beach to abandon one pumping station, allow abandonment of one private pumping station and alleviate the need for the north half of the Banning Ranch to contain a pumping station upon its development. Mr. Hamers stated previous CMSD estimates disclose the CMSD requires approximately $2 -3 million to abandon its pumping stations. Project #101 West Side Pumping Station Abandonment receives a yearly contribution of $250,000 from the yearly capital improvement program and the 2010 -2011 fiscal year will be the 4th yearly contribution, • COSTA MESA SANITARY DISTRICT PAGE 6 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 giving the CMSD the approximate funds necessary for abandonment of the President Pumping Station and the Canyon Pumping Station, two largest pumping stations being abandoned. Mr. Hamers further informed the Board the 2010 -2011 Capital Improvement Program will also include a proposal to begin project coordination, easement acquisition and conceptual design with OCSD and the various agencies and entities involved, including the City of Costa Mesa as owners of Canyon Park, the City of Newport Beach as owners of one of the pumping stations to be abandoned and as owner of the transmission sewers the CMSD desires to use for abandonment of the CMSD 19th Street Pumping Station, the County of Orange as owners of the land where the City of Newport Beach and CMSD sewers will connect to the OCSD trunk and the County as owners of the land where the OCSD Southwest Costa Mesa Trunk Sewer will be located. Mr. Hamers will begin actual design of the abandonment construction plans on July 1, 2011. Mr. Hamers noted when the CMSD constructed the first leg of the abandonment sewer system in the City of Costa Mesa's Canyon Park, environmental review was required and Coastal Commission approval needed. Initial discussions with OCSD will include whether an EIR is required and the lengthy timeframe within which this will be accomplished. It is also possible resistance to the regional sewer may occur from environmental groups due to the raw land nature of the area as well as from the standpoint of bringing up arguments over whether the project is a precursor to extending 19th Street as it did when these regional sewers were first discussed in the 1980s. Staff is preparing the design cost for abandonment construction plans and will have this proposal available to the Board during the Fiscal Year 2010 -11 budget review process. The total amount saved to date for the President Pumping and the Canyon Pumping Stations is $750,000. PROJECT #182 ANALYSIS OF CCTV RESULTS Mr. Hamers provided the Board with an update on Project #182, Analysis of CCTV Results. The report resulted from analyzing the closed circuit television data acquired during the OCSD Cooperative Projects Grant Program (CMSD #170). The project report sets the stage for the yearly system wide repairs necessary to ensure the system works efficiently and reaches its life expectancy without experiencing significant and expensive failures. The CMSD sewer system includes 216 miles of sewer mains, all of which were televised. The report shows 239 reaches (manhole to manhole) each contained one or more Grade 5 structural ratings and another 34 reaches each contained one or more Grade 5 maintenance ratings thereby indicating 283 reaches are in need of immediate repair. Ratings vary from one to five (1 -5) and Grade 5 ratings are considered severe and in need of immediate repair. Grade 4 ratings indicate the need for monitoring and future repair. 0 COSTA MESA SANITARY DISTRICT PAGE 7 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 Mr. Hamers reported cost estimates shown in the project report indicate the first 30 reaches with structural deficiencies plus the first 30 reaches with maintenance deficiencies can be repaired for a total of approximately $700,000, exclusive of staff time. Director Ferryman commented on the large number of severe ratings needing immediate repair and suggested repairing the sewer mains in a shorter period of time. Mr. Carroll stated Staff would suggest a 3, 4 and 5 year plan in the budget process to finance the repairs. SEWER SYSTEM COMMITTEE Director Monahan provided a report on the Sewer System Committee that met on February 16, 2010 and reported there were no monthly spills. Jim Kolk of EEC provided an update on the GIS to the Committee. Director Monahan also reported on a couple of high rises coming forward and stated the need for the District to revise fixture fees. TREASURER'S REPORTS • Investment Oversight Committee The Committee discussed the January 2010 Treasurer's Report. Mr. Davis reported the District is on target in receiving property tax funds. Budget Adjustment for District Yard Mr. Davis stated additional funds in the amount of $283,142 are required for the construction of the District Yard and provided a list of the line items requiring additional funds. Mr. Davis reported the original contingency budget was 2% of construction costs and a more realistic contingency is 10% of construction costs. The additional costs for the construction of the District Yard are being funded through transfers from the Solid Waste and Liquid Waste Funds. The Solid Waste Fund has adequate contingency funds available for fiscal year 2009 -10 from which the transfer can be made. With this transfer, the Liquid Waste fund will only have approximately $113,400 of unrestricted available funds remaining for the balance of the fiscal year. Director Ferryman moved to transfer funds in the Solid Waste and Liquid Waste Funds as recommended by Mr. Davis. Director Monahan seconded the motion. Motion passed 5 -0 0 • COSTA MESA SANITARY DISTRICT PAGE 8 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 Budget Calendar for Fiscal Year 2010 -11 Mr. Davis presented the Budget Calendar for Fiscal Year 2010 -11 and requested the Board set dates for a Special meeting to review the preliminary budget. The Board set the Special meeting for Thursday, May 13, 2010 at 5:30 p.m. The Board set the date for the public hearing to adopt sewer and trash charges on Thursday, July 29, 2010 at 6:00 p.m. Ms. Revak will ensure the postcards notifying property owners of the public hearing will be in the mail no later than June 14, 2010. Budget Adjustment for Recycling Grant Mr. Davis reported the District was successful in obtaining an Orange County Waste and Recycling Cooperative Grant in the amount of $142,256 with the City of Costa Mesa and the City of Huntington Beach participating. Director Ferryman moved to approve the budget adjustment in the amount of $142,256 to recognize the grant and provide an appropriation for grant - related expenses. Director Monahan seconded the motion. Motion carried 5 -0. ATTORNEY'S REPORTS Claim by Back Bay, Ltd. For Property at 2651 -1675 Irvine Avenue (CMSD Project #168 — Irvine Pump Station Relocation) Mr. Burns provided a progress report on the Back Bay litigation, indicating there has been no breakthrough and the attorney handling the case has left the firm. Mr. Burns will continue to monitor the progress, demand monthly progress reports, and, when appropriate, provide input. Ordinance Enforcement Officer — Proposed MOU Mr. Burns provided an update on the progress of the efforts by the District and the City to adopt a MOU with the City of Costa Mesa for code enforcement and jurisdictional matters. Mr. Burns reported there has been no progress since the last report. Mr. Burns will continue negotiating the MOU with the City of Costa Mesa. Discussion ensued on using the City's code enforcement officers and civil citation fines. The Board of Directors requested a presentation by Staff on the subject of code enforcement officers and a citations. Adoption of County's Version of Conflict of Interest Code to Allow Electronic Filing — CMSD Resolution No. 2010 -775 Mr. Burns reported the Clerk of the Board of Supervisors has implemented an electronic filing system and requests those entities filing with the Clerk of the Board of Supervisors adopt a new version of the conflict of interest code to implement that electronic filing system. • COSTA MESA SANITARY DISTRICT PAGE 9 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 Mr. Burns advised the Board of Directors the state legislature enacted the Political Reform Act of 1974 which mandated, inter alia, that local government bodies adopt conflict of interest codes that require disqualification and disclosure, including annual reporting, of interests that constitute a financial conflict of interest. The legislature adopted a model code that could be adopted by reference and which would be automatically updated as the state amended the model code. The District adopted that model code. The Clerk of the Board of Supervisors is the designated filing officer for the annual statements that must be filed. That Clerk has instituted an electronic filing system and has asked those entities that file with the County to adopt their version of the model code so she can assure consistency. This resolution does so. There is no need to amend the District Operations Code as it merely recites that we have adopted the state model code. The state law also provides that code adopting agencies review their codes on a biennial basis to verify that the designated employees that are listed as being subject to reporting are appropriate, as well as their disclosure categories. This action will also serve to constitute our biennial review. Director Monahan moved to adopt CMSD Resolution No. 2010 -775. Director Perry seconded the motion. Motion passed 5 -0. Mr. Fauth requested the topic of the District web site be addressed to enable Staff to go forward in getting the CMSD web site up and running. Director Monahan moved to consider the District web site because the need arose after the agenda was posted and action needs to be taken prior to the next Board meeting. Director Ooten seconded the motion. Motion carried 5 -0. Mr. Fauth presented the options available for the web site and requested the Board provide direction in going forward. Mr. Carroll recommended getting the web site up and running and during the budget process to allocate funds to enhance the process. The Board of Directors agreed on this approach. Director Ooten requested the Board consider a non - agenda item because the need arose after agenda posting and action needs to be taken prior to the next Board meeting. Director Ferryman moved to consider the non - agenda item. Director Monahan seconded the motion. Motion carried 5 -0. Director Monahan moved to approve Director Ooten's attendance at a Solid Waste meeting in Arcadia on March 19, 2010. Director Perry seconded the motion. Motion carried 5 -0. It was noted the Sewer System Sub - Committee is scheduled to meet on March 19, 2010 and Director Ferryman will attend in place of Director Ooten. C COSTA MESA SANITARY DISTRICT PAGE 10 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 LOCAL MEETINGS ORANGE COUNTY SANITATION DISTRICT (OCSD) Director Ferryman informed the Board he is no longer the Vice Chairman of the Ground Water Replenishment Committee, although he still serves on the Steering Committee. Director Ferryman stated no other business significant to the Costa Mesa Sanitary District was discussed. SANTA ANA RIVER FLOOD PROTECTION AGENCY (SARFPA) Director Perry stated there was nothing to report. INDEPENDENT SPECIAL DISTRICTS OF ORANGE COUNTY ( ISDOC) Director Ooten reported on the ISDOC Quarterly meeting held at 11:30 a.m. on February 25, 2010. LOCAL AGENCY FORMATION COMMITTEE ( LAFCO) • Director Schafer reported the agenda consisted of LAFCO office matters. ORANGE COUNTY COUNCIL OF GOVERNMENTS There was nothing to report on OCCOG. CHAMBER OF COMMERCE There was nothing to report on the Chamber of Commerce. CALIFORNIA SPECIAL DISTRICTS ASSOCIATION (CSDA) President Schafer reported on progress in planning for the CSDA conference being held in Newport Beach in September 2010. CALIFORNIA ASSOCIATION OF SANITATION AGENCIES (CASA) There was nothing to report on CASA. OLD BUSINESS There was no old business to discuss. • NEW BUSINESS There was no new business to discuss. COSTA MESA SANITARY DISTRICT PAGE 11 MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING HELD FEBRUARY 25, 2010 0 ORAL COMMUNICATIONS AND DIRECTOR COMMENTS Director Monahan reported no decision has been made on the Orange County Fairgrounds and the City is in daily contact with the Governor to pursue some kind of local control by the City of Costa Mesa (CCM) and Orange County. Director Monahan reported stimulus money coming through is for low income /senior housing, however, there are so many federal regulations to go through and by the time the City goes through them, it is too late to use the funds. CCM budget review was held with Staff projecting a $4.6M hit to unrestricted reserves after $22M in cuts last year. More cuts will be necessary. CLOSED SESSION President Schafer adjourned the meeting to a Closed Session at 7:50 p.m. The Closed Session was adjourned at 8:20 p.m. President Schafer re- opened the regular meeting and reported direction was given regarding the anticipated litigation. President Schafer adjourned the meeting at 8:21 p.m. Secretary President Meeting Date Item Number 03125110 Vl. B. COSTA MESA SAN, TA,(V' Drsz�rcr Memorandum . , .an Independent Special District To: Board of Directors Via: Scott Carroll, General Manapo fj From: Thomas A. Fauth, Operations Manager Date: March 25, 2010 Subject: Operations (Manager's Report Summary Ta ���ej ��� This report summarizes major points for seven operations topics covering Refunds, Occupancy, Sanitary Sewer Overflows, Waste Diversion, CR Transfer Contract Payment, CMSD Ordinance Enforcement Officer's Report and the Costa Mesa Community Run. . Staff Recommendation The Board of Directors takes the following action: • Approve Analysis Item 2. • Ratify Analysis Item 5. • Receive and file Analysis Items 1, 3, 4, 6, and 7. /Ana is 1. Refunds: No Refunds for February 2010. Reviewed at 3 -22 -10 Recycling Committee Meeting. 2. Occupancy Report and payment to Costa Mesa Disposal — March 2010: Trash Occupancy Count totals 21,494 for March 2010, the same as February 2010. The rate of $9.1554 per unit results in a payment of $196,786.16 to be ratified on the April 2010 warrant list. Reviewed at 3 -22- 10 Recycling Committee Meeting. Protecting our community's health and the environment by providing solid waste and sewer collection services. www.crosdcagov Board of Directors March 25, 2010 Page 2 of 3 3. Monthly SSO Report to State Water Resources Control Board: There have not been any SSOs in CMSD during CY2010. The total number of SSOs for CY 2009 remained at 10. The last SSO occurred on October 20, 2009 when 300 gallons spilled from a private sewer lateral grease interceptor. Reviewed at 3 -16 -10 Sewer System Committee Meeting. 4. Waste Diversion Report — February 2010: Of 3,025.79 Total Tonnage CR &R collected from the Ci of Costa Mesa, part of Newport Beach and unincorporated areas range County within the District, 1,526.15 tons (50.44 %) were divertedjrecyelgd) and 1,499.64 tons were landfilled. You will notice that the diversion rate stayed consisted throughout the year. Reviewed at 3 -22 -10 Recycling Committee Meeting. 5. Contract Payment to CR Transfer for Recycling Services & Disposal for February 2010: Payment of $52.22/Tori for 3,025.79 Total Tonnage collected from the District results in a Total Payment of $158,006.79 for February 2010. The total tonnage of refuse collected in February 2010 represents a decrease of 156.26 tons from the 3,182.05 tons collected in January 2010, continuing the decreasing trend since December 2009. Reviewed at 3 -22 -10 Recycling Committee Meeting. 6. Ordinance Enforcement Officer's Report: Isidro Gallardo continued enforcing proper trash container storage along with the City of Costa Mesa Code Enforcement Officers. Isidro will provide a summary of his courtesy notice distributions for first -time and second -time notices. Reviewed at 3 -22- 10 Recycling Committee Meeting. 7. Costa Mesa Community Run: The third annual Costa Mesa Community Run is set for Saturday morning at 8 a.m., April 24, 2010. The proceeds benefit the Foundations of TeWinkle Middle School, Costa Mesa Middle School, Estancia High School and Costa Mesa High School. On February 25, 2010, the CMSD Board approved CMSD support for and Staff participation with a manned public outreach booth on both the Friday evening before and Saturday morning during the run. CMSD Staff meet weekly with the planning committee. Please note the following specifics: a. The $500 CMSD sponsorship fee is waived. b. Up to four CMSD Staff and family members may run. either the 2K. or 5K course for free. c. CR &R will provide a static flatbed display touting the many aspects of recycled bales of plastics, aluminum cans and cardboard. A count the cans contest will be held awarding approximately, four $25 gift certificates to the closest guesses, similar to the Safety EXPO. d. CR &R also will provide disposable trash cans for the event. e. Approximately nine hours of overtime will be required for each of two Staff members to man the CMSD public outreach booth. f. The CMSD logo was added to the event advertising. Board of Directors March 25, 2010 Page 3 of 3 g. The FddaY evening a1Penda includes recognizing veterans, the Marines 1 Battalion, 5t Marines, a presentation of the colors and several bands. Approved at the 2 -25 -10 Regular Board Meeting. Legal Review None Financial Review The cost to Costa Mesa Disposal for collecting refuse within District boundaries is $196,786.16. Funds for this expenditure and encumbrance are within the Approved FY 2009/10 Budget. The cost to CR Transfer for recycling services is $158,006.79. Funds for this expenditure and encumbrance are within the Approved FY 2009/10 Budget. Staff estimates the overtime cost to work the CMSD public outreach 'booth at the Community Run is $520. Committee Recommendation Analysis Items 1, 2, 4, 5, 6 and 7 are ongoing solid waste operations topics and will be reviewed at the Recycling Committee Meeting on March 22. Any comments and/or recommendations from the committee will be brought forward to the Board for discussion at tonight's meeting. On March 16, the Sewer System Committee reviewed Analysis Item 3. The committee received and filed the report and made no further comments to Staff. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to Staff for more information. Financial Reviewed Sherry Kallab Administrative Manager ��S�SANIl,IJ#P y i 0.t o0o e" G� f ' - COSzA �fES.A SA , TANY xA'� DisqRicT • Meeting Date Item Number 03/25/10 1 VI. B. 1. ... an Independent Specia(District Memorandum To: Board of Directors From: Debbie Bjornson Date: March 1, 2010 Subject: REFUND REQUEST FOR BOARD APPROVAL There are no refund requests for the month February 2010. Debbie Bjornson Permit Processing Specialist Protecting our community's health by providing solid waste and sewer collection services costamesasanitarydistrict.org Board of Directors Arlene Schafer Robert Ooten Gary Monahan Arthur Perry James Ferryman Staff Scott C. Carroll General Manager Robin B. Hamers District Engineer (949) 631 -1731 Joan Revak Office Manager - Wof the District Alan R. Burns Legal Counsel Marcus D. Davis Treasurer Phone (949) 645 -8400 Fax (949) 650 -2253 Address 628 W. 19th Street Costa Mesa, CA 92627 -2716 r� Printed on Recycled Paper Meeting Date Item Number 03/25/10 VI. B. 2. Costa Mesas Sani 0 ta, ]District ... an Inbepenbent Special District March 1, 2010 Board of Directors Costa Mesa Sanitary District 628 W. 19th Street Costa Mesa, CA 92627 -2716 SUBJECT: TRASH OCCUPANCY COUNT Dear Board of Directors: There has been no increase in the number of units for the occupancy report for solid waste collection as of March 1, 2010; therefore, the total occupancy count for March is 21,494. Staff recommends the following: 1. The Board of Directors accepts the occupancy count as presented using 21,494 as the correct number of units. 2. The Board of Directors directs staff to prepare a warrant to Costa Mesa Disposal for March collection based on this occupancy report so long as the contractor fulfills the obligations of the agreement. Said payment in the amount of $1.96,786.16 to be ratified on the April 2010 warrant list. Sincerely, D.4 Oa4#- Thomas A. Fauth Operations Manager cc: Costa Mesa Disposal Debbie Bjornson Permit Processing Specialist Profaning our commouty's Fjea[tjj andt�e em mumnent 6N providing soGdwaste and senw wlleeban services. www.emsbca.gov OCCUPANCY CHANGES February, 2010 EXISTING A.P.N. No. ADDRESS STATUS CHANGE.NEEDED CHANGED OCCUPANCY 141 - 141 -65 3001 Coolidge Ave. new service 3 units Feb -10 439 - 293 -25 2461 Orange Ave. new service 1 unit Feb -10 1 139- 203 -05 2992 Royal Palm Dr. changed to bin service 4 units Feb -10 -4 Total for February 0 n OPR: CMSD, Thomas A. Fauth 714 - 393 -4433 L� CMSD Occurrences FY00 -10 • Prepared 10 -22 -09 12/3012008 Date Sanitary Sewer Overflow Occurrence Re port Summary, CY2008 SSO EVENT ID Private District Est Total Spill Completely Event Line Line # Gallons Contained 7 Uncontained Est # Private Gallons Spilled into Storm drain Uncontained Est # Public Gallons Spilled into Storm drain 1/2/2008 PRIVATE Pump Station Failure,151 Kalmus Dr, Copper Tree Bus Park: 80025 90244 2,000 N 1600 100 1/20/2008 Sea Bluff PS Air Bubbler Failure; 30 Sea Terrace Lane; 80575 113 N 113 1/28/2008 Roots Blocked Main Line, CCM Cleaned Site, 1939 Sanderlin Ctr; 81341 20 Y 2/712008 FOG Blocked Main Line Siphon on Paularino, 3012 -3036 Enterprise: 81 171 55 N 5 212612008 Debris & Roots Blocked Main Line, 2040 President Place: 90919 81613 450 Y 3/18/2008 Grease blocked PRIVATE Lateral - Yardhouse - 1875A Newport BNd 82152 2,100 N 1800 3/18/2008 Roots/Debds Blocked PRIVATE Lateral, 700 W 16th St 82153 37 N 37 4/312008 President PS -SCE Transformer, 2034 President PI, PS MH to Park 93619 82546 360 Y 510 5/5/2008 PRIVATE Above Ground Clean Out Broken - AMTEK, 960 W 16th St 83276 20 N 20 7/25/2008 Roots Blocked PRIVATE Lateral - Uncapped CO.674 Park Drive 85433 20 N 10 7/2612008 Grease /Debris Blocked PRIVATE Lateral 3400 Ave of Arts-Heritage 85463 100 N 10 8/22/2008 PRIVATE Pump Station Failure 151 Kalmus Dr Cooper Tree Bus Park: Repeat. 86141 85 Y 9/4/2008 Roots/Debris - PRIVATE SSO - Uncapped CO - 1010 Valencia St 86477 2 1,050 N 52 10/24/2008 FOG & Rock Debris in Private Lateral - The Camp 2937 Bristol St 87699 1,275 N 75 12/23/2008 FOG Blocked Main Line Drop Manhole, 2752 San Juan Lane; 89101 30 Y 12/2612008 FOG Blocked Lateral Line - May Gardens - 1400 Bristol St; Repeat, 89158 690 Y 12/30/2008 Unknown Debris Blocked Main Line - 1895 Swan Circle 6 89253 10 Y Total # Gallons 1,476 760 5301 186 Percents es KEY: 1 51.49 °b 35.91 ° -6 1 12.60% GREASE 6 4 2 ROOTS 5 3 2 PUMP STN 2 2 OTHER 4 3 1 TOTALS 17 10 7 Total # Gallons 8,415 4,693 1 3,604 118 Percents es 100.00% 1 65.77% 1 42.83% 1 1.40°0 1012012009 Date Sanitary Sewer Overflow Occurrence Re port Summa , CY2009 SSO EVENT ID Private District Est Total Spill Completely Event Line I Line # Gallons Contained ? Uncontained Est # Private Gallons Spilled into Storm drain Uncontained Est # Public Gallons Spilled into Storm drain 1/11/2009 Irvine PS Failure /SW - SCADAlarm Oki Not Cafl - 2149 Anntversa Lane: 90244 100 N 100 1/16/2009 FOG Debns Blocked Main - Increased Hots pot -1!mo Bristol St & 55 Freeway: 90383 86 N 86 1/26/2009 FOG Blocked Main Line near 2831 Bristol St: Italian Restaurant Upstream. 90785 10 Y 1/29/2009 Irvine PS Failure/SW - SCADAlarm Did Not Call - 2149 Anniversary Lane: 90922 50 Y 1/30/2009 PRIVATE Septic Tank Failed -Moon River Massage Parlor -2138 Newport Blvd; 90919 20 Y 3/31/2009 PRIVATE CO - Chicken Koop Restaurants - Sal: 91645-6086 - 432 Hamilton St; 92681 90 Y 4/21/2009 FOG blocked PRIVATE Lateral - Clean Out - FSE Strip Mall - 570 W Wilson St: 93618 10 Y 4/21/2009 Diaper & Debris blocked PRIVATE lateral - 327 West Wilson St: 93619 510 N 510 7/11/2009 Paper Products blocked PRIVATE lateral - 3190 Harbor Blvd - Chevron Station 94946 300 N 20 10/20/2009 Grease Blocked GI at 7 -11. RoundTable. FlameBroiler - 204 E 17th St 97151 300 Y KEY: GREASE 4 2 2 ROOTS 1 1 PUMP STN 2 2 OTHER 3 3 TOTALS 10 6 4 Total # Gallons 1,476 760 5301 186 Percents es 100.00% 1 51.49 °b 35.91 ° -6 1 12.60% I of I �z o� v CD3 W Z C ,10 . _ . i v CR Transfer To: Joan Revak From: CR Transfer Inc. Jurisdiction: Costa Mesa Sanitary District (9) MonthNear: Feb -10 Recycling Report "" Note: This material includes food / small particulate and inert material. Total Tonnage 2847.42 Recycled Tonnage 1435.51 Landfill Tonnage 1411.91 County & Newport Bch . TOTAL 178.37 3025.79 90.64 1526.15 87.73 1499.64 Meeting Date Item Number 03/25/10 VI. B. 4. Recycle Tons Commodity Percentage Recycled Newspaper 7.88% 224.38 Cardboard 6.42% 182.72 Mixed Paper 5.13% 145.98 Glass 2.80% 79.71 PET 0.59% 16.73 HDPE 0.45% 12.79 Aluminum Cans 0.33% 9.51 Non - Ferrous Metal 0.44% 12.47 Tin /Metal 0.65% 18.37 Greenwaste 9.78% 278.51 Organic/ Fines '* 12.67% 360.85 Wood 1.41% 40.02 Concrete /Asphalt 1.88% 53.47 Drywall 1 0.00% 0 1 Totals 50.41% 1435.51 "" Note: This material includes food / small particulate and inert material. Total Tonnage 2847.42 Recycled Tonnage 1435.51 Landfill Tonnage 1411.91 County & Newport Bch . TOTAL 178.37 3025.79 90.64 1526.15 87.73 1499.64 Meeting Date Item Number 03/25/10 VI. B. 4. CR Transfer To: Joan Revak From: CR Transfer Inc. Jurisdiction: Costa Mesa Sanitary District Santa Ana Heights (11) MonthNear: Feb -10 Recycling Report ** Note: This material includes food / small particulate and inert material. Total Tonnage 178.37 Recycled Tonnage 90.64 Landfill Tonnage 87.73 . `W • r Rec cle Tons Commodity Percentage Recycled Newspaper 10.19% 18.17 Cardboard 6.65% 11.87 Mixed Paper 7.63% 13.61 Glass 3.30% 5.88 PET 0.78% 1.39 HDPE 0.44% 0.79 Aluminum Cans 0.51% 0.9 Non - Ferrous Metal 0.27% 0.48 Tin/Metal 0.96% 1.72 Greenwaste 1.30% 2.31 Organic / Fines 11.67% 20.81 Wood 5.17% 9.23 Concrete /Asphalt 1.95% 3.48 Drywall 0.00% 0 Totals 50.81% 90.64 ** Note: This material includes food / small particulate and inert material. Total Tonnage 178.37 Recycled Tonnage 90.64 Landfill Tonnage 87.73 . `W • r 0 0 0 tAgm 9d °90 SAM 14MA. una b Mm 9 9 9F3 e 9k 99 1,572.52 City 3,412.72 3,171.31 3,141.61 3,054.28 2,939.44 3.103.19 3,002.68 2,847642 County 248.54 142.31 248.80 164.61 186.06 248.77 179.37 178.37 tAgm 9d °90 SAM 14MA. una b Mm 9 9 9F3 e 9k 99 1,572.52 1,557.77 1,514-48 1.457.53 1,538.72 1,488.89 1,411.91 County 122.25 70.00 City 1,720.52 1,598.79 1,583.84 1.539.80 1,481.91 1,564.47 1,513.79 1,435.51 County 126.29 72.31 126.45 83.65 94.55 126.41 91.18 90.64 'A composite recycling percentage for City & County based on new characterization studies completed by CRT. Waste Diversion FY- 09 /10jr 03/10/10 City 1,692.20 1,572.52 1,557.77 1,514-48 1.457.53 1,538.72 1,488.89 1,411.91 County 122.25 70.00 122.35 80.96 91.51 122.36 88.19 87.73 'A composite recycling percentage for City & County based on new characterization studies completed by CRT. Waste Diversion FY- 09 /10jr 03/10/10 40 .10 City 3,002.68 2,847.42 County 179.37 178.37 City 1,513.79 1,435.51 County 91.18 90.64 City 1,488.89 1,411.91 County 88.19 87.73 aqiw Mom „ 'A composite recycling percentage for City & County based on new characterization studies completed by CRT. Waste Diversion 2010/jr 03/10/10 REPRINT RANSFER 0 0 000015293 INVOICE BILL TO: COSTA MESA SANI DIST AREA-9 628 W 19TH ST COSTA MESA CA 92627 INVOICE #: 15293 A Ieeting Date Tltem Number 0.9125/10 VI. B. 5. TO PAY BY CREDIT CARD. PLEASE FILL IN. INFORMATION ON BACK OF REMITTANCE INVOICE DATE: 3/01/10 COSTA MESA SANI P.O. BOX 1200 COSTA MESA CA DIST AREA 9 92627 09- CUSTOMER #:2 PREVIOUS AMOUNT DUE PAYMENTS CURRENT CHARGES TOTAL DUE .op .00 148,692.30 Please detach here and return with your payment CHECK # CR TRANSFER, INC. DATE DESCRIPTION TONS RATE 2/01/10 RESIDENTIAL WASTE 17 176.7 '' 52.220 9,230.41 2/02/10 RESIDENTIAL WASTE 18 151.2 52.220 7,898.28 2/02/10 RESIDENTIAL WASTE 2.2 52.220 119.58- 2/03/10 RESIDENTIAL WASTE 13 130.9 52.220 6,836.12 2/04/10 RESIDENTIAL WASTE 15 151.0 52.220 7,885.22 2/05/10 RESIDENTIAL WASTE 15 135.6 52.220 7,083.64 RESIDENTIAL WASTE 0- 115.41 - i/05/10 /10 RESIDENTIAL WASTE 8,473.74 .08 2/09/10 RESIDENTIAL WASTE 6,222.54 2/10/10 RESIDENTIAL WASTE 6,323.84 2/11/10 RESIDENTIAL WASTE 13 120.3 52.220 6,282.59 2/12/10 2/15/10 RE NT4 .....:,j :s'.. �; ..t 5 ✓ 2 6,869.54 8,582.36 2/16/10 2/16/10 Si -,` °�� lffr `t 1 �4 8 f -7, r, 2 '� 7, 667.. 98 650.14- 2/17/10 ry .22 6,557.79 2/18/10 RESIDENTIAL W 52.220 7,397.49 2/19/10 RESIDENTIAL WASTE 13 135.6 52.220 7,084.69 2/22/10 RESIDENTIAL WASTE 16 185.8 52.220 9,702.48 2/23/10 RESIDENTIAL 0 7,605.32 2/24/10 RESIDENTIAL to 7,467.46 2/25/10 RESIDENTIAL 0 7,601.67 2/26/10 RESIDENTI 20 6,80.4.27 %SM TOTALSI 296 12847.4 148,692.30� IF YOU HAVE ANY QUESTIONS REGARDING ANY PART OF THIS INVOICE, PLEASE CALL: PF US AMOUNT DUE PAYMENTS CURRENT CHARGES TOTAL DUE /� r •3Q _ .UO 148,692.30 CUSTOMER #: 0 9- 9 2 INVOICE # 15293 P.O. BOX 1200 OVERDUE AMOUNTS SUBJECT TO FINANCE CHARGE (714) 826 -9049 INVOICE TOTAL 148692.3Q .,. • CR TRANSFER, INC. DATE DIESCRIPTIGA LOADS • I - TITAL 2/02/10 RESIDENTIAL WASTE 1 6.87 52.220 358.75 2/03/10 RESIDENTIAL WASTE 4 44.36 52.220 2,316.48 2/09/10 RESIDENTIAL WASTE 1 7.76 52.220 405.23 2/10/10 RESIDENTIAL WASTE 4 36.94 52.220 1,929.01 2/16/10 RESIDENTIAL WASTE 1 8.07 52.220 421.42 2/17/10 RESIDENTIAL WASTE 4 40.06 52.220 2,091.93 2/23/10 RESIDENTIAL WASTE 1 7.12 52,220 371.81 2/24/10 RESIDENTIAL WASTE 2 27,,19 52.220 1,419.86 1 TOTALS_ _L_ 18 17 8 . 3 7 _ 91314.49 I F YOU HAVE ANY QUESTIONS REGARDING ANY PART OF THIS INVOICE, PLEASE CALL-: ( 7 1 4 ) 8 2 6 - 9 04 9 PREVIOUS AMOUNT DUE PAYMENTS CURRENT CHARGES TOTAL DUE INVOICE TOTAL 9,366.70 I 9,366.70 I 9,314.49 114.49 - -- 9314.49 C- - i L CUSTOMER #: 09- 11 8 INVOICE ,� 15294 P.O. BOX 1200 OVERDUE AMOUNTS SUBJECT TO FINANCE CHARGE r Meeting Date Item Number 03/25/10 VI. B. 6. CosTA ME-sA SANiTART DisqRicT .... an Independent Specia[District Memorandum To: Operations Manager From: Isidro Gallardo, Ordinance Enforcement Officer Date: March 15, 2010 Subject: Ordinance Enforcement Monthly Report, February 2010 -March 2010 DISCUSSION: There are several neighborhoods *, which have Monday as their designated trash pick -up day, that need extra attention regarding trash containers being left out on the curb long after their trash has been picked up. For the last couple • weeks, I have spent time in these neighborhoods to address the issue. In addition, the City of Costa Mesa (Code Enforcement Division) has submitted several addresses to CMSD that were given a "first notice" for failure to comply with the "out of public view policy ". (Ordinance No. 27,' Sec. 3) Per Operations Manager Tom.Fauth, I am following up on these addresses to ensure compliance. • Placentia Ave. (South of Wilson), Pomona Avenue, Wilson Street, Wallace Street, and Hamilton Street. RECOMMENDATION: The CMSD Board of Directors accepts this February 2010- March 2010 OEO Report. Protecting our community's health by providing solid waste and sewer cotfection services. crosdcagov • • • USA 9OUTUMCALRUWA Meeting Date I Item Number 03/25/10 VI. B. 7. Sponsored by v Pancake Breakfast April 24 1 7 -10 am at Estancia High EXPO Fri., April 23,5_10 pm & Sat., April 24, 7 -11 am "Reoniq iW jwf Contact Karen Barloon (949) 515 -6545 editu r and Add "ivy„ kbarloon @nmusd.us CostaMesaCommunityRun.com or active.com The run is through scenic Fairview Park, finishing at Jim Scott Stadium. Current Sponsors ORANGE COAST COLI EGE ,.o [.0 '- Y y ubr O�.Ulct MF YF40f fdWMiY. 31Y. 'M.'OlVlp yeu PlMw .lY�M.In Fr. EndtlfW �.e] Mcso IIiEh $,hoW Fou-LnLm , EtlM. W wmik w.vwr Costa Mesa A /j 8 corm is• t cow Nw �"F rx¢mrtrsnow CM900 ' Costa Mesa iZ� COSTA MESA S._,iTARY DISTRICT CAPITAL IMPROVEMENT PROGRAM 2009-2010 PR E T: Conversion of Sewer Atlas to GIS PROJECT MANAGER: Rob Harriers, District Engineer DESCRIPTION: Conversion of hand -drawn sewer atlas to electronic GIS format; preparation of sewer cleaning maps and schedule; preparation of Computerized Maintenance Management System (CMMS); and preparation of Hydraulic Modeling program. START DATE: 26- Oct -09 COMPLETIO DATE: 30- Sep -11 — STATUS REP RT: 2125/10 - 100% of the GIS sewer asset data has been updated/corrected based on CMSD's lateral atlas; 40% of the data has been QA/QCd by CMSD; 100% of the wastewater drainage water sheds have been created; and 100% of the pipe segments have been updated with their appropriate cleaning frequency. Laterals are currently being created in the GIS. 3MU10 - EEC is continuing progress on finalizing sewer main and lateral information while developing cleaning zones with annual, bi- annual, and tri- annual cleaning frequencies noted. The CMSD GM has requested the necessary parcel data from the County Assessor through a second public records request. FINANCIAL TAT th h 2IM10: Account Number Budget Expenditures Encumbrances Balance 188 194,875 - - 194,875 20 Total - - - - -- - - -- - - - -- - - 194,875 cr 0 to �_ CITY OF COSTA MESA CAPITAL IMPROVEMENT PROGRAM 2009 -2010 PROJECT: #183 -2 Bristol Street Sewer Replacement n/o Randolph PROJECT MANAGER: Rob Harriers, District Engineer DESCRIPTION: The project is part of the District's Hot Spot Abatement Program and will remove three large sags from a section of 8" sewer main on Bristol Street that serves the Camp and Lab developments START DATE: Fall 2010 COMPLETION DATE: Late 2010 STATUS REPORT: I 2125/10 - Existing gas company and SCE company lines have been found extremely close to the existing sewer, which is scheduled for removal and replacement due to three large sags in the line. Meetigns'are being arranged with the utilities to discuss options for sewer construction. 3/25110 - The apparent conflicet with the gas and sewer lines was resolved and the sewer replacement plans completed to 90 %. The soils investigation contract and traffic engineering contract are being reviewed for signature. The project specifications are nearly complete. The plans must be submitted to the City of Costa Mesa for plan check and approval prior to going out to bid. FINANCIAL STATUS through 2/28/10: Account Number Budget Expenditures Encumbrances Balance #183 -2� 158,017 7,013 - 151,005 Total 158,017 7,013 - .151,005 COSTA MESA S.-..4ITARY DISTRICT CAPITAL IMPROVEMENT PROGRAM 2009 -2010 PROJECT: _ — _4 #187 District Yard - � �1 _ PROJECT MANAGER:__ Rob Hamers, District Engineer DESCRIPTION: Construction of new District Yard at 174 W. Wilson Street, Costa Mesa START DATE: Sep -09 i COMPLETION DATE: Early June 2010 STATUS REPORT: �_ J 2125110 - Construction is approximately 50% complete. HSW superintendent and project managers provide detailed advance review of all items thereby insuring continuing successful progress. 3125110 - Construction is approximately 65% complete. Howard S. Wright superintendent and project managers provide detailed advanced review of aill items and coupled with detailed review by the project architect and CMSD.staff, the construction continues to be successful. The project has already achieved LEED Gold status with Platinum accreditation still possible. FINANCIAL STATUS through 2/28/10: Account Number Budget Expenditures Encumbrances Balance #187 _ _ 2,788,491 630,378 - 2,158,113 _ Total 1 .2,788,491 1 1 630,378 1 1 2,158,113 I • • HOWARD S. WRIGHT CONSTRUCTORS GENERAL CONTRACTORS 1901 Nancita Circle Placentia, CA 92870 Costa Mesa Sanitary District 628 W. 19th Street Costa Mesa, CA 92627 Meeting Date Item Number 03/25/10 VI. C. 2. INVOICE CMSD Corporate Yana New Bldg & Site Imp 174 W. Wilson Street Costa Mesa, CA 92627 Billing for work performed through Contract Amount C. O. Amount Total Contract Amount Work Completed To Date Less Retention @ 5% . Less Previously Billed TOTAL AMOUNT DUE Date: 2/25!2010 Invoice: 68519-006 HSWCC Job #: 68519 February 28, 2010 2,161,546.00 V 22,164.28 / 21183,710.28 Apace By cltl..noct,�� 745,906.97 37,295.35 708,611.63 V 539,135.80 v/ 169,475.83 IV 7 Pc��►� P�rrr � AIA•PAYMENT APP APPLICATION AND CERTIFICATE FOR PAYMENT PAGEONEOF PAGES TO OWNER: C : APPLICATION NO.: 68519 -006 Distribution to: Coate Mesa Sanitary District CM80 Corporate Yard New Bldg & Site Imp PERIOD TO: 02128110 x OWNER 628 W. 19th Street 174 W. Wilson Street PROJECT 0: 68519 o ARCHITECT Costa Mass, CA 92627 Costa Mesa, CA 92627 x CONTRACTOR FROM CONTRACTOR: VIA DISTRICT ENGINEER CONTRACT DATE: 08/27/09 Howard S. Wright Constructors Robin Harriers Total Retalnege (Line 5a + 51b or 1901 Nancits Circle Costa Mesa Sanitary District Placentia, CA 92870 628 W. 19th Street 708,611,63 t/ (Line 4 lam Line 6 Total) CostA Mesa, CA 92628 7, LESS PREHIDUSCERTIFICATES FOR PAYMENT CONTRACTOR'S APPUCATION FOR PAYMENT The undersigned Contractor certifies that to the beet of the Contractors Iswwledge, Btfarmatfon and belief Application Is made for payment, as shown below, in connection vtith the Contract. the Work covered by this Application for Payment has been completed in accordance with the Contract Continuaton ah", AIA Document G703, K attached, Documents, that tae amounts have been paid by the Contractor for Work for which previous Certificates for / Psyment were issued and payments received from the Owner, and that current payments shown herein i. ORIGINAL CONTRACT SUM • 2,161.546.00 v le now due. 2. Not charw by Change Ordem 22,164.28 (/ 3. CONTRACT SUM TO DATE (Llne 1 +i- 2) 2,183,710.28 4. TOTAL COMPLETED A STORED TO DATE 745,906.97 (Colirnn G on G703) $0.00 S. RETAINAGE; ✓ a. 5 %, except Deign a 0% 37,295.35 $0.00 (Columns D + E on G703) $0.00 b. % to Stored Malarial $ (Column E on G703) Total Retalnege (Line 5a + 51b or / Total In column I of G703) 37,295.35 y E. TOTAL EARNED LEE RETAINAGE 708,611,63 t/ (Line 4 lam Line 6 Total) 7, LESS PREHIDUSCERTIFICATES FOR PAYMENT (Line 6 from prior CerllOcele) / S. CURRENT PAYMENT DUE 169,475.83 t/ a. BALANCE TO FINISH, INCLUDING RETAINAOE (Una 3 lase Line 6) 1,476,099 CHANGE ORDER SUMMARY ADDITIONS DEDUCTIONS Total changes approved In previous manta by Owner $0,00 $0.00 Total approved this mamh $0.00 $0.00 TOT $0,00 $0.00 MET CHANGES by Change Order $0.00 CON CTOR By-. Data: ZS o Darrin Dalton, Project Manager State cl: Col forme County of: Orange me this this bed and sworn to before �� tlny of Notary ARCHITECT'S CERTIFICATE FOR PAYMENT In accordance with Contract Documents, based on on -elte observations and the data comprising this application, the Arohsect rarteles to the Owner that to the best of the 4rchilest's knowledge, Informelion and ballet the Work has progressed as Indlcated, the quality of the Work is in accordance with the Contract Documents, and tit Contractor is entitled to payment for the AMOUNT CERTIFIED. AMOUNT CERTIFIED $ (Attach e)ptsnason if amount cerbWed dtlkrs hnm the amount spp4ad for. InlHai all figures on this App &catlen and on the Continuation Sheet that are charged toconflonn to the amount ceNUred.) ARCHITECT. 8T. Date: This CeNfieste is not negotiable. The AMOUNT CERTIFIED Is payable o* to the C*ndractorramed herein, Issuance, payment and acceptance of payment ere w0.laul prepolos to any tights of the Owner or Contractor under the Contract. Page 3 1 LISA A. HUIZENGA Cornrrti"10n 1642261 . ,� Notary Public - California Orange Counfy > MYComrn. Expires Feb 27, 2010 v CONTINUATION SHEET APPUCATION NO: 68519.006 CIOD Corporata Yard Now Su9dlny 3 8lb M*mvammb APPLICATION DATE' 2125/2010 SCHEDULE OF VALUES PERIOD TO: 2/2812010 ARCHITECTS PROJECT NO: A 8 C D E F G H I J K L ITEM NO. - _ DESCRIPTION SCHEDULED VALUE CHANGE ORDERS TO DATE REVISED VALUE WORK COMPLETED FROM PREVIOUS APPLICATION THIS PERIOD MATERIALS PRESENTLY STORED (NOT IN F w TOTAL COMPLETED ANDSTORED TO DATE G+H PERCENT COMPLETE (JIF) BALANCE TO FINISH Ed RETAINAGE (5% oft) 1 Automatic Sliding Bates 18,287 18.287,00 0.00 0.00 0 0.00 0.00% 18287.0D 0.00 2 Earthwork 30,772 30 772,00 17 901.00 0.00 0 17,901.00 58.17% 12 871.00 695,05 3 Erosion & Sediment Control 5,913 5 913.00 0,00 0.00 0 0.00 0100% 5 913.00 0.00 4 round Utilities 70 893 70 893,00 67,120.00 2773 00 0 69 893.00 98.59% 1,000.00 3,494.85 5 Pavement 2200 2,200.00 0.00 0.00 0 0.00 0.00% 2 200.00 0.00 8 Site Concrete 38.927 58 927,00 0.00 0.00 0 0.00 0.00TO 58 927.00 0.00 7 Lwufscape & Irrigallion. 18,610 18 610.00 0.00 0.00 0 0.00 0,00% 18,610.00 0.00 8 Concrete & Reber 92,344 92 344.00 88 307.00 18 791.00 0 sf 183.098-00 89.99% 9,246.00 9 Block 183,635 183 535.00 14 896.00 0.00 0 142 896.00 77.86% 40 639.00 10 Structural Steel 56,103 56103.00 25 24$.00 0.00 0 25 246.00 45,00% 30 857.00 11 Omamenlal Ms4ais 17 900 17 900.00 1 253.00 0.00 b 1263.00 7.00% 16 647.00 N1262.3WO 12 h 118 800 118 800.00 0.00 101220.00 0 101220.00 85.20% 17 580.00 3 Finish Ca 12 100 12 100.00 0.00 0.00 0 0.00 0.06% 12,100.00 14 Build Insulation 23 450 23 450.00 0.DO 0.00 0 0.00 0.00% 23 450.00 15 Sheet Metal ! Sid 129,410 129 410.00 0.00 0.00 0 0.00 0.00% 129 410.00 0.00 18 Mwr&ane Roofing em 46,731 46 731.00 0.00 0.00 0 0.00 0,00% 46 731.00 0.00 17 Caulking & Sealants 2,901 0 0.00 0.00 0 0.D0 0.00% 2,901.00 0.00 16 Doors & Frarnee 15j290 16 290.00 0.00 0.00 0 0,00 0.00% 16,2W.00 0.00 19 Collim Doors 8,390 8.390.00 0.00 0.00 0 0.00 0.00% 8390.00 0.00 20 Skylights 18.0001 18 000,00 0100 0.00 0 0.00 0.00% 18 000.00 0,00 21 Alundnum Entrances and CuAainwall 90 500,00 0.00 0.00 0 0.00 0.00% 90 500.00 0.00 22 Metal Studs and d 7915M.00 0.00 28,700.00 0 28 700.00 36.10% 50.8W.00 1,435.00 23 Acoustical Ceilings 9 850.00 0.00 0.00 0 0.00 0.00% 9660.00 0.00 24 Resilent Flooring/Tile ice EM27 2T 589.00 0.00 0.00 0 0.00 0.00% 27,569.00 0.00 26 Paintin 15 300.00 0,00 0.00 0 0.00 0.00% 15 300.00 0.00 27 S 13 000,00 0.00 0.00 0 0100 0.OD% 13 000,00 0.00 28 Metal Lockers 3,0001 3 000.00 0.00 0.00 01 0.00 0.OD% 3,00D.00 0.00 29 Folding Pe tWme 9 000 91000.00 0.00 0.00 0 0.00 0.00°6 9,000.00 0.00 30 Fire Extinguishers 300 300.00 0.00 0.00 0 0.00 0,00% 300.00 0.00 31 Todet Accessm - 2 236 2,236.00 0.00 0.00 0 0.00 O.DD% 2,236.00 0.00 32 Residential ApOlarces. 3,175 3175.00 0.00 0.00 0 0.00 0.00% 31175,001 0.00 33 Fire Protection 17,163 17 763.00 0.00 0.00 0 0.00 0,00% 17,763.00 0.00 34 P lumb 61 995 995 81..00 21 319.00 0.00 0 -21,31 9.00 26.00% 60 678.00 1 065.95 38 Fuel Tank 54 308 54 305.00 0.00 0.00 01 0.00 0.00% .54 306.DO 0.00 38 HVAC 120,174 120,174.00 oft 14 400,00 3,625.00 0 V, 18,026.00. 15.00% 1 DZ 148.00 901.30 37 Electrical 249.241 249 241.00 52 355.0 0.00 0 52 355.00 21.01% 198 886,00 2,617.75 38 Photovoltaic Panels 83,028 83 028.00 V 7,681,00 0.00 0 7881,00 9.25% 75 347.00 384,05 OCO#1 C P#1; Mason bkxtNnebar submittal delays 8 128.04 61128,04 8 128.04 0.00 0 8,128.04, 100.00% 0100 406:40 COP#2: Incxease footiry - "nowng wall 7 582.60 7,582,60, 0.00 0.00 0 0.D0 0.00% 7,562.60 0.00 Undocunm tad pOng In street 2 503.73 2.503.73 2.50 .73 0.00 0 bf 2,503,73 100.00% 0.00 125.19 COP#4: Demo u tank 1448.86 1448,85 1,446.85 0.00 0 1448.85 100.00% 0.00 72.44 COP#5: Chances in Edisorktallayhonelomble 2,723.15 723.15 2,723.15 0.00 0 2 723.15 100.00% 0.00 136,16 COP#8: Value engineer rain switch 592.38 (2,597-38) 12,%2!W38) 0.00 0 592.38 100.00% 0.00 129.62 CO: DA Added nsion on Interior slab 2 390. 2 390.29 798.00 0.00 0 798.00 33.39% 1,592.29 39.90 x8519 -m FE910.zkr - - FACE a 1 OF 8 A 9 C D E F G H I J K L ITEM NO, DESCRIPTION SCHEDULED VALUE CHANGE ORDERS TO DATE REVISED VALUE W.OF1KCOMPLETED FROM PREVIOUS APPLICATION THIS PERIOD MATERIALS PRESENTLY STORED (NOT IN TOTAL COMPLETED AND STORED TO DATE (G H) PERCENT COMPLETE (J /F) BALANCE TO FINISH E -1 RETAINAGS (5% Of I) &ibtotW 1,790,493 22 164.28 1 812,657.28 429 487.39 153 110.00 0 582 587.39 3214% 1,230 059.89 29 129.87 39 General Requirements 52,8113 52 883.00 W 25 884.90 3,220.75 -17M.47 D V1 29.D85,65 55.00% 23 797.35 1,454.28 40 General Conditions 218,679 218,679.00 52 482.98 0 70 263.43 32.140/6 148 395.57 3,514.17 41 Sub fonds 7,912 7,91 . 7,912.00 0 -00 0 7 912.00 100.00% 0.00 395.60 42 Suiklere Risk 1,200 1 200.00 1200.00 0.00 0 1 200.00 100. 0.00 60.00 43 General liabil Inatxartce 23,818 23,81&00 2 818.00 0100 0 23 818.00 100.00% 0.00 1,190.90 44 Overhead anti roNt 52,388 52 388.00 12 573.12 If 4 .38 0 18 837.50 32.14% 35,550.50 841.88 45 Performance and Paymerd Bond 14,173 14173.00 14 173.00 0.00 0 14 173.00 100.00% 0.00 708.85 TOTAL CONTRACT SUM 2.161,546 22,164,28 2,183,71 0.28 587 517.37 178 30AM 0 745 908.97 34.1646 t, ,437 803.31 37 295.35 745,908.97 1 1,437,803,31 37 295.35 Contract extension of 6 workdays (8 calendars) for COP #1 Contract extension of 8 workdays (10 calendars) for rain delays through December 2009 Rain related delays: 10113!09 - 10f1t1M 1 210 7109 - 1 2!08/09 12/1112009 12/30/2009 The Contract Time will be Increased by 14 work days Date of Substantlal Competlon thm OCO #1 August 18.2010 6115JO W FE810.xio PAGE #2 OF 8 • HOWARD S. WRIGHT CONSTRUCTORS JOB BILLING SUMMARY JOB il 68519 ITEM Lump Suva JOB TO DATE M/0 ENG'R, ACCT ETC. FEE , OVER G. MAX RETENTION memo VACATION PENSION G/L INSURANCE SERVICE TAX EXCISE TAX SALES TAX Date: 02125110 MONTH: 02/28/10 pREVIOS WCT TOTAL TO DATE CURRENT PREVIOUS CUMULATIVE BILLING TOTAL TOTAL 178,395.60 567,511 745,906.97 8,919.78 37,295.35 0.00 0 0.00 TOTAL 68619 169 475.83 . 539,136 iuis,o 11.0.3 • COMPLETE DUE DATE • LOCATION: IRVINE CA Oct' CMSD g�goratc & Site hn]PrOveH 2ip_ Yard New Ep_ 6 178,39 6 02/25/10 V. 8,920 169,476 c ju m 03/27/10 Cost Cuir Acct # Cost Code Amount 1390 178,396 178.3961 CONDITIONAL WAIVER AND RELEASE UPON PROGRESS PAYMENT J Upon receipt by the undersigned of a check from Costa Mesa Sanitary District in the sum 169,475.83 payable to Howard S. Wright Constructors, and when the check has been properly endorsed and has been paid by the bank upon which it is drawn, this document shall become effective to release any mechanic's lien, stop notice, or bond right the undersigned has on the job of: CMSD Corporate Yard New Bldg & Site Imp located at 174 W. Wilson Street Costa Mesa, CA 92627 to the following extent. This release covers a progress payment for labor, services, equipment or material furnished toCosta Mesa Sanitary District through February 28, 2010 only and does not cover any retentions retained before or after the release date; extras furnished before the release date for which payment has not been received; extras or items furnished after the release date. Rights based upon work performed or items furnished under a written change order which has been fully executed by the parties prior to the release date are covered by this release unless specifically reserved by the ciaimant in this release. This release of any mechanic's lien, stop notice, or bond right shall not otherwise affect the contract rights, including rights between parties to the contract based upon a rescission, abandonment, or breach of contract, or the right of the undersigned to recover compensation for furnished labor, services, equipment or material covered by this release if that furnished labor, services, equipment or material was not compensated by the progress payment. Before any recipient of this document release on it, said party should verify evidence of payment to the undersigned. Date: /t7 Howard S. Wright Constructors By: Title: Pte, e.,+ i 1 1 i i E. E Meeting Date I Item Number 103/2S/10 VI. Ill. I COSTA MESA SAN, Is`ll�}` DISPRICT Memorandum To: Board of Directors ...an Independent SpeciaCDistrict Via: Scott Carroll, General Manage From: Sherry I<allab, Administration Manager I (�i� Date: March 25, 2010 Subject: Financial Reports as of February 28, 2010 Summary Staff is providing the Board with the Financial Reports as of February 28, 2010. Staff Recommendation Staff recommends the Board approve and accept the Financial Reports as of February 28, 2010 as submitted. Analysis The financial highlights for the month of February 2010 are as follows: Revenues During the month of February additional container fees in the amount of $29,481 were received from CR &R. The payment was for the additional container fees collected during the December 2009 quarter. The total fees received for months of July 2009 to December 2009 are $59,357 or 51.61 % of the budgeted revenue in the amount of $115,000. Expenditures As of February 28, 2010 the solid waste fund had expenditures of $3,052,731 leaving 41.73 %, or $2,186,835 of the $5,239,566 budget available. As of February 28, 2010 the liquid waste fund operations and maintenance expenditures were $1,448,030 leaving 60.00 %, or $ 2,169,617 of the $3,617,647 budget available. The transfer out in the amount of $718,618 from the Liquid Waste Fund to the Facilities Revolving Fund remains outstanding. Protecting our community's Health by providing solid waste and sewer cofiection services crosdcagov Board of Directors March 25, 2010 Page 2 of 2 Legal Review None. Financial Review With five months left in the fiscal year, the District has a remaining cash balance in the following funds Solid Waste: $ 4,363,058 Liquid Waste: $ 8,227,317 Sewer Construction: $ 100,000 Facilities Revolving: $ 1,481,905 Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff Attachments 1. Balance Sheet as of February 28, 2010 2. Revenue Analysis Report for the period of February 2010 3. Expense vs. Budget Report for the period of February 2010 General Ledger Balance Sheet COST-A WE SA &WIT -ART (DIS GT ... an 1ndeF=dM ,SP"w 4hswkt User: tgonzalez Printed: 03105/2010 - 2:50 P Period Ending 8 Fiscal Period 8, 2010 Description Amount Solid Waste Fund Assets Cash in Bank 4,363,058.32 Charges/Taxes Receivable 75,055.32 Total Assets 4,438,113.64 Liabilities Accounts Payable 196,786.16 Compensated Absences Payable 6,378.06 Deferred Revenue 5,751.95 Total Liabilities 208,916.17 Fund - Balance Reserved for Life Insurance 25,000.00 Reserve for Operating 807,000.00 Unreserved Undesignated RE 3,181,511.48 Total Fund - Balance 4,013,511.48 Retained Earnings: 215,685.99 Total Fund Balance and Retained Earnings: 4,229,197.47 Total Liabilities, Fund - Balance and Retained Earnings: 4,438,113.64 GL - Balance Sheet ( 03/05/2010 - 2:50 PM) Page l Description Amount Liquid Waste Fund Assets Cash In Bank 8,227,317.07, Petty Cash/Change Funds 700.00 Accounts Receivable 104,979.35 Charges/Taxes Receivable 49,297.85 Land 77,964.00 Property Rights 4,025.00 Building & Structures 1,340,797.29 Subsurface Sewer Lines 26;632,870.05 Office Furniture & Equipment 299,853.45 Machinery & Equipment 618,203.35 Vehicles 216,313.81 Construction In Progress 345,941.74 Accumulated Deprec - Vehicles (76,757.25) Accumulated Deprec - Buildings (445,945.06) Ac cum Deprec - Subsurface Line (12,411,864.34) Accumulated Deprec - Office Eq (76,988.29) Accumulated Deprec - Equipment (324,613.55) Tot a] Assets 24,582,094.47 Liabilities Accounts Payable 1,024.99 Compensated Absences Payable o 51;759.11 Retention's Payable 122,086.72 PERS Medical 6,538.56 Long -Term Disability (19.25 Dental Insurance 687.6 Vision Insurance 29.36 Employee Insurance 1,072.31 Due to OCSD 56,610.98 Total Liabilities 239,790.45 Fund - Balance Reserved for Capital Outlay 1,294,514.00 Reserved for Sinking Fund 1,895,805.00 Reserved for EarthgketEmergney 1,000,000.00 Rsrvd for Impvmnt to Tnnsf Swr 1,300,000.00 Investment in Fixed Assets 16,199,800.20 Reserve for Opeiating 287,000.00 Unreserved Undesignated RE 626,420.27 Total Fund - Balance 22,603,539.47 GL - Balance Sheet ( 03/05/2010 - 2:50 PM ) Page 2 Description Amount Retained Earnings: 1,738,764.55 Total Fund Balance and Retained Earnings: 24,342,304.02 Total Liabilities, Fund - Balance and Retained Earnings: 24,582,094.47 GL - Balance Sheet ( 03/05/2010 - 2:50 PM ) I Page 3 Description Amount Sewer Construction Fund Assets Cash and Investments 100,000.00 Total Assets 100,000.00 Liabilities Deposits Payable 100,000.00 Total Liabilities 100,000.00 Retained Earnings: 0.00 Total Fund Balance and Retained Earnings: 0.00 Total Liabilities, Fund - Balance and Retained Earnings: 100,000.00 GL - Balance Sheet ( 03/05/2010 - 2:50 PM) Page 4 Description Amount Facilities Revolving Fund Assets Cash and Investments 1,481,904.85 Land 901,691.41 Construction In Progress 248,570.34 Total Assets 2,632,166.60 Fund - Balance Reserved for Capital Outlay 38,196.56 Investment in Fixed Assets 1,150,261.75 Secured Retained Earnings 2,056,526.07 Total Fund - Balance 3,244,984.38 Retained Earnings: (612,817.78) Total Fund Balance and Retained Earnings: 2,632, 1 66.6o Total Liabilities, Fund - Balance and Retained Earnings: 2,632,166.60 GL - Balance Sheet ( 03/05/2010 - 2:50 PM ) Page 5 General Ledger Revenue Analysis User: tgonzalez , Printed: 03/05/2010 - 2:50 P Period 8, 2010 COST,X 9WE SX S ITART DIST9UCT An Inns .S "C sl 0isvia Account Number Description Budgeted Revenue Period Revenue YTD Revenue Uncollected Balance Percent Received 10 Solid Waste Fund 10- 000000 -3000 Charges for Services 3,000.00 334.84 1,512.53 1,487.47 50.42 10- 000000 -3001 Secured Property Tax 0.00 0.00 98,733.53 (98,733.53) 0.00 10- 000000 -3002 Unsecured Property Tax 0.00 0.00 7,507.91 (7,507.91) 0.00 10- 000000 -3003 Supplemental Property Tax 0.00 192.27 1,147.67 (1,147.67) 0.00 10400000 -3004 Homeowner Taxes 0.00 0.00 0.00 0.00 0.00 10- 000000 -3005 Misc- Delq/Penalty/PY Tx 0.00 410.74 7,759.33 (7,759.33) 0.00 10- 000000 -3006 Public Utility 0.00 0.00 0.00 0.00 0.00 10- 000000 -3007 Customer Refunds 0.00 0.00 0.00 0.00 0.00 10- 000000 -3100 Licenses & Permits 0.00 0.00 0.00 0.00 0.00 10- 000000 -3300 Investment Earnings 45,000.00 8,258.88 24,999.08 20,000.92 55.55 10- 000000 -3310 Fair Market Value Adjustment 0.00 0.00 (11,977.62) 11,977.62 0.00 10- 000000 -3400 From Other Agencies 0.00 0.00 0.00 0.00 0.00 10- 000000 -3405 Grants 142,256.00 3,174.72 159,366.78 (17,110.78) 112.03 10-006000-3510 Additional Container Charge 115,000.00 29,480.77 59,356.68 55,643.32 51.61 10- 000000 -3525 Other Charges for Services 0.00 0.00 0.00 0.00 0.00 10- 000000 -3600 Annual Charge 5,140,000.00 2,257.19 2,891,736.13 2,248,263.87 56.26 10- 000000 -3700 Contributions 25,000.00 0.00 25,855.00 (855.00) 103.42 10- 000000 -3725 Other Reimbursements 0.00 160.00 2,420.00 (2,420.00) 0.00 10 Totals: 5,470,256.00 44,269.41 3,268,417.02 2,201,838.98 59.75 20 Liquid Waste Fund . 20- 000000 -3000 Charges For Services 10,000.00 0.00 18,106.49 (8,106.49) 181.06 20- 000000 -3007 Customer Refund 0.00 0.00 0.00 0.00 0.00 20- 000000 -3100 Sewer Permits 10,000.00 605.00 2,885.00 7,115.00 28.85 20- 000000 -3300 Investment Earnings 85,000.00 16,562.49 58,450.00 26,550.00 68.76 20- 000000 -3310 Fair Market Adjustment 0.00 0.00 (18,751.24) 18,751.24 0.00 20- 000000 -3400 From Other Agencies 1,147,125.00 0.00 534.50 1,146,590.50 0.05 20- 000000 -3500 Permits/Inspection Fees 25,000.00 1,280.00 4,800.00 20,200.00 19.20 20- 000000 -3505 OCSD Fees -CMSD Share 0.00 2,979.53 4,448.26 (4,448.26) 0.00 20- 000000 -3515 Sale of Maps & Publications 0.00 0.00 10.00 (10.00) 0.00 20- 000000 -3525 Other Charges for Services 0.00 0.00 0.00 0.00 -0.00 GL- Revenue Analysis ( 03/05/2010- 2:50 PM) Page I Account Number Description Budgeted Revenue Period Revenue YTD Revenue Uncollected Balance Percent Received 20- 000000 -3600 Annual Charge 4,994,000.00, 690.11 2,858,414.57 2,135,585.43 57.24 20- 000000 -3700 Contributions 0.00 0.00 1,300,000.00 (1,300,000.00) 0.00 20- 000000 -3725 Other Reimbursements 0.00 0.00 500.00 (500.00) 0.00 20- 000000 -3995 Transfer In 0.00 0.00 0.00 0.00 0.00 20 Totals: 6,271,125.00 22,117.13 4,229,397.58 2,041,727.42 67.44 21 Sewer Construction Fund 21- 000000 -3300 Investment Earnings 0.00 0.00 0.00 0.00 0.00 21- 000000 -3310 Fair Market Value Adj 0.00 0.00 0.00 0.00 0.00 21 Totals: 0.00 0.00 0.00 0.00 0.00 30 30- 000000 -3210 30- 000000 -3220 30- 000000 -3300 30- 000000 -3310 30- 000000 -3340 30- 000000 -3525 30- 000000 -3995 Facilities Revolving Fund Fixture Fees Sewer Connection Fees Investment Earnings Fair Market Value Adjustment Rental Revenue Other Charges for Services Transfer In 30 Totals: Report Totals: 0.00 0.00 0.00 0.00 0.00 0.00 746,932.00 746,932.00 1,777.50 0.00 4,478.88 0.00 0.00 0.00 0.00 5,970.00 0.00 17,733.99 (6,143.29) 0.00 0.00 0.00 (5,970.00) 0.00 (17,733.99) 6,143.29 0.00 0.00 746,932.00 6,256.38 17,560.70 729,371.30 12,488,313.00 72,642.92 7,515,375.30 4,972,937.70 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.35 60.18 GL - Revenv- ' -ialysis ( 03/05/2010 - 2:50 PM) Page 2 General Ledger Expenses vs. Budget User: tgonzalez . Printed: 03/05/2010 - 2:50 P' Period 8, 2010 CWjq WESA S I` -AW-Tc L.MUCT as li�ads�sadsret ,s�ca� �smct Account Number Description . Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available 10 Solid Waste Fund 10- 100000 Solid Adminishation E01 Salary & Benefits 10- 1000004001 Regular Salaries 88,900.00 5,314.54 42,756.61 46,143.39 0.00 46,143.39 51.90 10- 100000 -4002 Part-Time Salaries 40,500.00 1,440.00 13,703.64 26,796.36 0.00 26,796.36 66.16 10- 100000-4003 Board Salaries 8,000.00 552.50 3,690.70 4,309.30 0.00 4,309.30 53.86 10- 100000 -4005 Overtime 4,700.00 0.00 533.06 4,166.94 0.00 4,166.94 88.65 10- 100000 -4007 Auto Allowance 0.00 36.92 55.38 (55.38) 0.00 (55.38) 0.00 10- 100000 -4008 Cell Phone Allowance 0.00 95.98 446.68 (446.68) 0.00 (446.68) 0.00 10- 100000 -4040 Compensated Absences 1,600.00 0.00 0.00 1,600.00 0.00 1,600.00 100.00 10- 1000004100 Cafeteria Plan 11,600.00 639.20 5,458.77 6,141.23 0.00 6,141.23 52.94 10- 1000004105 Medicare - Employer 2,300.00 114.65 951.84 1,348.16 0.00 1,348.16 58.61 10- 100000 -4110 FICA - Employer 500.00 127.65 725.93 (225.93) 0.00 (225.93) (45.18) 10- 100000 -4115 PERS - Employer 17,500.00 669.90 6,046.97 11,453.03 0.00 11,453.03 65.44 10- 1000004120 PERS - Employee 9,700.00 371.98 3,358.23 6 341.77 0.00 6,341.77 65.37 10- 100000 -4125 Deferred Medical - RHS 900.00 53.17 421.55 478.45 0.00 478.45 53.16 10- 100000 -4130 Benefits Admin Costs 300.00 5.57 62.76 237.24 0.00 237.24 79.08 10- 100000 -4135 Unemployment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10- 100000 -4140 Workers' Compensation 2,000.00 0.00 1,041.87 958.13 0.00 958.13 47.90 Salary & Benefits 188,500.00 9,422.06 79,253.99 109,246.01 0.00 109,246.01 57.95 E03 Professional Services 10- 1000004200 Professional Services 7,125.00 150.00 3,299.30 3,825.70 0.00 3,825.70 53.69 10- 1000004205 District Manager 39,000.00 0.00 35,805.00 3,195.00. 0.00 3,195.00 8.19 10- 100000 -4210 Legal Services 35,500.00 1,698.69 19,535.70 15,964.30 0.00 15,964.30 44.97 10- 100000 -4220 Fiscal Services 35,890.00 847.00 11,609.50 24,280.50 0.00 24,280.50 67.65 10- 100000 -4225 Medical/Employment Services 100.00 22.90 35.10 64.90 0.00 64.90 64.90 10- 1000004300 Contract Services 4,900.00 0.00 208.69 4,691.31 0.00 4,691.31 95.74 10- 100000 -4320 Container Collection Costs 16,100.00 4,127.31 8,309.94 7,790.06 0.00 7,790.06 48.38 Professional Services 138,615.00 6,845.90 78,803.23 59,811.77 0.00 59,811.77 43.15 E05 Recycling & Disposal 10- 1000004310 Trash Hauler 2,362,000.00 196,786.16 1,574,408.33 787,591.67 0.00 787,591.67 33.34 GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM ) Page 1 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available 10- 100000 -4315 Recycling/Disposal 2,158,000.00 166,166.65 1,213,761.01 944,238.99 0.00 944,238.99 43.75 Recycling & Disposal 4,520,000.00 362,952.81 2,788,169.34 1,731,830.66 0.00 1,731,830.66 38.31 E10 Other Contract Services 10- 100000 -4305 County Collection Fee 15,400.00 0.00 15,428.68 (28.68) 0.00 (28.68) (0.18) 10- 100000 -4325 Election Costs 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10- 100000 -4330 Building Maintenance 1,450.00 138.02 1,089.08 360.92 0.00, 360.92 24.89 10- 100000 -4335 Equipment Maintenance 2,670.00 85.61 1,980.96 689.04 0.00 689.04 25.80 Other Contract Services 19,520.00 223.63 18,498.72 1,021.28 0.00 1,021.28 5.23 E15 Materials & Supplies 10- 100000 -4400 Office Supplies 2,000.00 26.41 468.48 1,531.52 0.00 1,531.52 76.57 10- 100000 -4405 MultiMed/Blueprint/Copies/Sub 1,210.00 13.56 175.13 1,034.87 0.00 1,034.87 85.52 10- 100000 -4410 Postage 7,960.00 17.06 6,196.76 1,763.24 0.00 1,763.24 22.15 10- 100000-4420 Public Ink/Ed/Community Prom 22,725.00 18.83 15,049.12 7,675.88 0.00 7,675.88 33.77 10- 100000-4425 Small Tools/F.quipmeat 1,000.00 86.60 86.60 913.40 0.00 913.40 91.34 Materials & Supplies 34,895.00 162.46 21,976.09 12,918.91 0.00 12,918.91 37.02 E20 Professional Development 10- 100000 -4500 Prof Membership/Dues 9,310.00 233.00 8,292.40 1,017.60 0.00 1,017.60 10.93 10- 100000 -4505 Staff Development 1,030.00 192.04 764.23 265.77 0.00 265.77 25.80 10- 100000 -4510 Travel/Meals/Lodging 2,390.00 38.61 786.88 1,603.12 0.00 1,603.12 67.07 10- 100000 -4520 Mileage Reimbursement 1,500.00 76.16 1,447.53 52.47 0.00 52.47 3.49 Professional Development 14,230.00 539.81 11,291.04 2,938.96 0.00 2,938.96 20.65 E25 Liability Insurance 10- 100000 -4550 Liability insurance 6,500.00 0.00 5,751.75 748.25 0.00 748.25 11.51 Liability Insurance 6,500.00 0.00 5,751.75 748.25 .0.00 748.25 11.51 E30 Utilities 10- 100000 -4600 Telephone 750.00 49.91 428.20 321.80 0.00 321.80 42.90 10- 100000 -4605 Cellular Service 650.00 0.00 56.44 593.56 0.00 593.56 91.31 10- 100000 -4610 Gas - Building 75.00 7.81 20.30 54.70 0.00 54.70 72.93 10- 100000 -4615 Water - Building 200.00 19.64 83.99 116.01 0.00 116.01 58.00 10- 100000 -4620 Electric - Building 900.00 42.60 492.14 407.86 0.00 407.86 45.31 Utilities 2,575.00 119.96 1,081.07 1,493.93 0.00 1,493.93 58.01 GL - Expens- -s Budget ( 03/05/2010 - 2:50 PM) Page 2 Account N :..aber Description Budgeted Amount Period Ah-dnt YTD Amount YTD Var Encumbered Anit Availabi -/o Available E40 Fixed Assets 10- 100000 -4700 Depreciation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10- 100000 -4750 Gain /Loss Disposal of Asset 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Fixed Assets 0.00 0.00 0.00 0.00 0.09 _ 0.00 0.00 E45 Debt Service 10- 100000 -4800 Principal Payment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10- 100000 -4850 Interest Payment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Debt Service 0.00 0.00 0.00 0.00 0.00 0.00 0.00 E50 Other Financing Uses 10- 100000 -4900 Other Financing Uses 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Other Financing Uses 0.00 0.00 0.00 0.00 0.00 0.00 0.00 E55 Non Operating - Other 10- 100000 -4950 Non - Operating Expense 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10- 100000 -4990 Contingency 69,461.00 0.00 0.00 69,461.00 0.00 69,461.00 100.00 10- 100000 -4995 Transfer Out 28,314.00 0.00 0.00 28,314.00 0.00 28,314.00 100.00 Non Operating - Other 97,775.00 0.00 0.00 97,775.00 0.00 97,775.00 100.00 10- 100000 Totals: 5,022,610.00 380,266.63 3,004,825.23 2,017,784.77 0.00 2,017,784,77 40.17 10- 100001 Sharps Program E60 Special Programs 10- 100001 -4300 Sharps Program 24,000.00 1,172.70 16,117.27 7,882.73. 0.00 7,882.73 32.84 Special Programs 24,000.00 1,172.70 16,117.27 7,882.73 0.00 7,882.73 32.84 10400001 Totals: 24,000.00 1,172.70 16,117.27 7,882.73 0.00 7,882.73. 32.84 10- 100002 Household Hazardous Waste E60 Special Programs 10- 1000024300 Household Hazardous Waste 25,000.00 4,124.22 19,395.15 5,604.85 0.00 5,604.85 22.41 GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM ) Page 3 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available Special Programs 25,000.00 4,124.22 19,395.15 0.00 5,604.85 5,604.85 22.41 10- 100002 Totals: 25,000.00 4,124.22 19,395.15 5,604.85 0.00 5,604.85 22.41 10- 100003 Telephone Book Recycling E60 Special Programs 10- 100003 -4420 Telephone Bk Recycling Progra 17,000.00 9,900.00 12,068.78 4,931.22 0.00 4,931.22 29.00 Special Programs 17,000.00 9,900.00 12,068.78 4,93122 0.00 4,931.22 29.00 10- 100003 Totals: 17,000.00 9,900.00 12,068.78 4,931.22 0.00 4,931.22 29.00 10- 100004 Large hem Pick -up E60 Special Programs 10- 100004 -4310 Anti- scavenging 5,000.00 0.00 0.00 5,000.00. 0.00 5,000.00 100.00 Special Programs 5,000.00 0.00 0.00 5,000.00 0.00 5,000.00 100.00 10- 100004 Totals: 5,000.00 0.00 0.00 5,000.00 0.00 5,000.00 100.00 10- 100005 Used Tire Roundup E60 Special Programs 10- 100005 -4300 Used Tire Roundup 1,200.00 0.00 324.60 875.40 0.00 875.40 72.95 Special Programs 1,200.00 0.00 324.60 875.40 0.00 875.40 72.95 10- 100005 Totals: 1,200.00 0.00 324.60 875.40 0.00 875.40 72.95 10- 100008 Educational Toms E60 Special Programs 10- 100008 -4420 Educational Tours 2,500.00 0.00 0.00 2,500.00 0.00 2,500.00 100.00 Special Programs 2,500.00 0.00 0.00 2,500.00 0.00 2,500.00 100.00 GL - Expenr Budget ( 03/05/2010 - 2:50 PM) Page 4 Account Number Description Budgeted Amount Period Amvant YTD Amount YTD Var Encumbered Amt Availablt- A Available 10- 100008 Totals: 2,500.00 0.00 0.00 2,500.00 0.00 2,500.00 100.00 10- 100010 Recycling Grant E60 Special Programs 10- 100010 -4420 Recycling Grant AB 939 142,256.00 0.00 0.00 142,256.00 0.00 142,256.00 100.00 Special Programs 142,256.00 0.00 0.00 142,256.00 0.00 142,256.00 100.00 10- 100010 Totals: 142,256.00 0.00 0.00 142,256.00 0.00 142,256.00 100.00 10 Totals: 5,239,566.00 395,463.55 3,052,731.03 2,186,834.97 0.00 2,186,834.97 41.73 20 Liquid Waste Fund 20- 200000 Liquid Administration E01 Salary & Benefits 20- 200000-4001 Regular Salaries 542,900.00 47,830.60 306,552.35 236,347.65 0.00 236,347.65 43.53 20- 200000 -4002 Part -Time Salaries 15,700.00 160.00 5,097.56 10,602.44 0.00 10,602.44 67.53 20- 20000014003 Board Salaries 71,700.00 4,972.50 33,216.30. 38,483.70 0.00 38,483.70 53.67 20- 200000 -4005 Overtime 12,900.00 0.00 4,797.72 8,102.28 0.00 8,102.28 62.80 20- 200000 -4007 Auto Allowance 2,160.00 332.32 498.48 1,661.52 0.00 1,661.52 76.92 20- 2000004008 Cell Phone Allowance 5,000.00 494.74 2,433.08 2,566.92 0.00 2,566.92 51.33 20- 20000014040 Compensated Absences 12,300.00 0.00 0.00 12,300.00 0.00 12,300.00 100.00 20- 200000 -4100 Cafeteria Plan 72,300.00 5,752.80 39,189.35 33,110.65 0.00 33,110.65 45.79 20- 200000 -4105 Medicare - Employer 10,300.00 837.23 5,520.01 4,779.99 0.00 4,779.99 46.40 20- 200000 -4110 FICA - Employer 5,400.00 318.67 2,336.32 3,063.68 0.00 3,063.68 56.73 20- 200000 -4115 PERS - Employer 73,300.00 6,758.42 42,978.73 30,321.27 0.00 30,321.27 41.36 20- 20000014120 PERS - Employee 40,700.00 3,348.18 21,1 %.60 19,503.40 0.00 19,503.40 47.92 20- 200000 -4125 Defered Medical - RHS 5,500.00 478.25 3,018.99 2,481.01 0.00 2,481.01 45.10 20- 200000 -4130 Benefits Admin Costs 3,420.00 50.14 564.43 2,855.57 0.00 2,855.57 83.49 20- 200000 -4135 Unemployment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200000 -4140 Workers' Compensation 4,000.00 0.00 1,979.56 2,020.44 0.00 2,020.44 50.51 Salary & Benefits 877,580.00 71,333.85 469,379.48 408,200.52 0.00 408,200.52 46.51 E03 Professional Services 20- 200000 -4200 Professional Services 64,375.00 1,350.00 32,748.68 31,626.32 0.00 31,626.32 49.12 20- 20000014205 District Manager 72,000.00 0.00 66,495.00 5,505.00 0.00 5,505.00 7.64 20- 20000014210 Legal Services 100,000.00 5,088.81 63,864.90 36,135.10 0.00 36,135.10 36.13 20- 200000 -4215 Engmeering/Axhitectual Sere 90,000.00 7,334.75 52,115.25 37,884.75 0.00 37,884.75 42.09 20- 200000 -4216 Plan Ck%spection- inside 102,000.00 18,252.75 66,678.75 35,321.25 0.00 35,321.25 34.62, 20- 200000 -4217 Plan Ck/Inspection- Outside 10,000.00 450.75 7,895.75 2,104.25 0.00 2,104.25 21.04 GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM ) Page 5 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available 20- 200000-4218 Plan Ckllnspection -Swr Lateral 40,000.00 290.25 18,076.50 21,923.50 0.00 21,923.50 54.80 20- 2000004220 Fiscal Services 46,580.00 1,573.00 2(,560.50 25,019.50 0.00 25,019.50 53.71 20- 2000004225 Medical/Employment Services 500.00 206.10 315.90 184.10 0.00 184.10 36.82 20- 2000004300 Contract Services 3,100.00 112.00 1,307.56 1,792.44 0.00 1,792.44 57.82 Professional Services 528,555.00 34,658.41 331,058.79 197,496.21 0.00 197,496.21 37.36 E10 Other Contract Services 20- 200000-4305 County Collection Fee 15,000.00 0.00 15,285.53 (285.53) 0.00 (285.53) (1.90) 20- 2000004325 Election Costs 0.00 0.00 0.00 0.00 0.00 0.00 0.00 . 20- 200000 -4330 Building Maintenance 13,050.00 1,242.16 9,801.21 3,248.79 2,541.49 707.30 5.42 20- 2000004335 Equipment Maintenance 24,030.00 770.45 19,612.42 4,417.58 0.00 4,417.58 18.38 Other Contract Services 52,080.00 2,012.61 44,699.16 7,380.84 2,541.49 4,839.35 9.29 E15 Materials & Supplies 20- 200000 -4400 Office Supplies 16,000.00 237.65 4,215.78 11,784.22 0.00 11,784.22. 73.65 20- 200000 -W5 MultiMed/Bhieprints/Copies/Su 5,840.00 122.04 2,340.77 3,499.23 0.00 3,499.23 59.91 20- 200000-4410 Postage 15,640.00 153.51 6,806.20 8,833.80 0.00 8,833.80 56.48 20- 200000 -4420 Public Info/Ed/Community Prom 18,375.00 389.42 2,762.96 15,612.04 0.00 15,612.04 84.96 20- 200000-4425 Small Tools/Equipment 2,000.00 779.39 779.39 1,220.61 0.00 1,220.61 61.03 Materials & Supplies 57,855.00 1,682.01 16,905.10 40,949.90 0.00 40,949.90 70.78 E20 Professional Development 20- 2000004500 Prof Menbe ship/Dues 36,360.00 337.00 29,861.86 6,498.14 0.00 6,498.14 17.87 20- 2000004505 Staff Development 9,270.00 1,728.36 6,387.92 2,882.08 0.00 2,882.08 31.09 20- 2000004510 Travel/Mng 36,110.00 1,678.98 13,164.09 22,945.91 0.00 22,945.91 63.54 20- 2000004520 Mileage Reimbursement 250.00 56.59 262.27 (12.27) 0.00 (12.27) (4.90) Professional Development 81,990.00 3,800.93 49,676.14 32,313.86 0.00 32,313.86 39.41 E25 Liability Insurance 20- 2000004550 liability insurance 56,000.00 0.00 49,401.13 6,598.87 0.00 6,598.87 11.78 Liability Insurance 56,000.00 0.00 49,401.13 6,598.87 0.00 6,598.87 11.78 . E30 Utilities 20- 200000 -4600 Telephone 6,500.00 449.22 3,853.89 2,646.11 0.00 2,646.11 40.70 20- 2000004605 Cellular Service 1,500.00 0.00 938.67 561.33 0.00 561.33 37.42 20- 200000 -4610 Gas - Building 500.00 70.33 182.85 317.15 0.00 317.15 63.43 20- 200000 -4615 Water - Building 2,000.00 176.72 755.87 1,244.13 0.00 1,244.13 62.20 20- 200000-4620 Electric - Building 7,000.00 383.44 4,429.26 2,570.74 0.00 2,570.74 36.72 GL - ExpenF Budget ( 03/05/2010 - 2:50 PM) Page 6 Account N -.iber Description Budgeted Amount Period An.- ..nt YTD Amount YTD Var Encumbered Amt Avallab►.__, o Available GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM) Page 7 Utilities 17,500.00 1,079.71 .10,160.54 7,339.46 0.00 7,339.46 41.94 E40 Fixed Assets 20- 200000 -4700 Depreciation 0.00 0.00 0.00 0.00. 0.00 0.00 0.00 20- 200000 -4750 Gil, On Disposal of Fixed Asset 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Fixed Assets 0.00 0.00 0.00 0.00 0.00 0.00 0.00 E50 Other Financing Uses 20- 200000 -4900 Other Financing Uses 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Other Financing Uses 0.00 .0.00 0.00 0.00 0.00 0.00 0.00 E55 Non Operating - Other 20- 200000 -4950 Non Operating Expense 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200000 -4990 Contingency 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200000 -4995 Transfer Out 718,618.00 0.00 0.00 718,618.00 0.00 718,618.00 100.00 Non Operating - Other 718,618.00 0.00 0.00 718,618.00 0.00 718,618.00 100.00 20- 200000 Totals: 2,390,178.00 114,567.52 971,280.34 1,418,897.66 2,541.49 1,416,356.17 59.25 20- 200001 Sewer Maint E25 . liability Insurance 20- 2000011550 Swr Liability Insurance 10,000.00 0.00 9,223.90 776.10 0.00 776.10 7.76 Liability Insurance 10,000.00 0.00 9,223.90 776.10 0.00 776.10 7.76 E41 Sewer Maint - Salary/Benefit 20- 200001-4001 Swr Maint - Regular Salaries 187,600.00 14,902.49 118,487.65 69,112.35 0.00 69,112.35 36.84 20- 2000014002 Swr Maint - PT Salaries 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200001 -4005 Swr Maint - Overtime 20,300.00 3,264.63 13,352.51 6,947.49 0.00 6,947.49 34.22 20- 200001 -4040 Compensated. Absences 3,700.00 0.00 0.00 3,700.00 0.00 3,700.00 100.00 20- 200001 -4100 Swr Maint - Cafeteria Plan 28,800.00 2,397.00 18,384.99 10,415.01 0.00 10,415.01 36.16 20- 2000011105 Swr Maint - Medicare ER 3,300.00 278.83 2,016.47 1,283.53 0.00 1,283.53 38.89 20- 200001 -4115 Swr Maint - PERS ER 25,300.00 2,082.95 16,208.14 9,091.86 0.00 9,091.86 35.93 20- 200001 -4120 Swr Maint - PERS EE 14,100.00 1,043.19 8,117.40 5,982.60 0.00 5,982.60 42.43 20- 200001 -4125 Swr Maint - Def Medical RHS 1,900.00 142.57 1,153.25 746.75 0.00 746.75 39.30 20- 2000014130 Benefit Administration 500.00 0.00 74.34 425.66 0.00 425.66 85.13 20- 200001 -4135 Swr Maint - Unemployment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200001 -4140 Swr Maint - Workers Comp 14,700.00 0.00 7,397.28 7,302.72 0.00 7,302.72 49.67 GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM) Page 7 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available Sewer Maint - Salary/Benefit 300,200.00 24,111.66 185,192.03 115,007.97 0.00 115,007.97 38.31 E42 Sewer Maint Operations 20- 2000014300 Sewer Maint-Claims 0.00 0.00 0.00 0.00 0.00 0.00 .0.00 20- 200001 -4305 Sewer Maint -Pump Stn Contract 100,000.00 2,835.00. 10,568.26 89,431.74 0.00 89,431.74 89.43 20- 2000014320 Sewer Maint -Sewer Line Maint 275,000.00 0.00 11,400.00 263,600.00 24,720.13 238,879.87 86.86 20- 2000014335 Sewer Maint- Equipment Maint 75,000.00 7,033.61 27,622.82 47,377.18 0.00 47,377.18 63.17 20- 2000014350 Sewer Maint - Property Lease 0.00 . 0.00 0.00 0.00 0.00 0.00 0.00 20- 2000014359 Sewer Maint -Sewer Line Tele 25,000.00 4,455.00 4,455.00 20,545.00 0.00 20,545.00 82.18 20- 2000014380 Sewer Maint -FOG Prog Contract 100,000.00 9,412.97 50,610.78 49,389.22 0.00 49,389.22 49.38 20- 200001 -4405 Sewer Maint- MultiMed/Blueprin 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200001 -4425 Sewer Maint -Small Tools(Eq 40,000.00 440.44 2,616.42 37,383.58 0.00 37,383.58 93.45 20- 200001 -4430 Sewer Maint-Material/Supplies 40,000.00 (68.30) 12,885.82 27,114.18 0.00 27,114.18 67.78 20- 200001 -4505 Sewer Maint-Staff Development 5,400.00 344.00 752.00 4,648.00 0.00 4,648.00 86.07 20-2000014510 Sewer Maint- Travel/Meals 500.00 0.00 50.00 450.00 0.00 450.00 90.00 20- 2000014625 Sewer Maint- Water Pumps 4,000.00 38.15 651.52 3,348.48 0.00 3,348.48 83.71 20- 200001 -4630 Sewer Maint - Electric Pumps 98,000.00 1,184.55 40,369.32 57,630.68 0.00 57,630.68 58.80 Sewer Maint Operations 762,900.00 25,675.42 161,981.94 600,918.06 24,720.13 576,197.93 75.52 E65 Capital Improvement Program 20- 2000014995 Capital Outlay 154,369.00 35,715.56 120,352.33 34,016.67 0.00 34,016.67 22.03 Capital Improvement Program 154,369.00 35,715.56 120,352.33 34,016.67 0.00 34,016.67 22.03 20- 200001 Totals: 1,227,469.00 85,502.64 476,750.20 750,718.80 24,720.13 725.998.67 59.14 20- 200100 Capital Outlay E65 Capital Improvement Program 20- 2001004995 Capital Outlay 0.00 0.00 0.00. 0.00 0.00 0.00 0.00 Capital Improvement Program 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200100 Totals: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200429 Bristol Pump Station E65 Capital Improvement Program 20- 2004294300 Bristol St Pump - Contract Labor 1,147,125.00 1,446.75 544,588.15 602,536.85 0.00 602,536.85 52.52 GL - Expens ` Budget ( 03105/2010 - 2:50 PM) Page 8 Account IN .: -aber y Description Budgeted Amount Period Ah -„ant YTD Amount YTD Var Encumbered Amt AvaHabi, -/o Available Capital Improvement Program 1,147,125.00 1,446.75 544,588.15 602,536.85 0.00 602,536.85 52.52 20- 200429 Totals: 1,147,125.00 1,446.75 544,588.15 602,536.85 0.00 602,536.85 52.52 20- 200449 Sinking Fd/Future.Sewer Lines E65 Capital hnprovement Program 20- 200449 -4300 Sinking Fund #149 /Swr -Contr Sv 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Capital Improvement Program 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200449 Totals: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200456 Earthquake/Major Emer Swr Rep E65 Capital Improvement Program 20- 200456 -4300 Earthquake/Emergency -Contr Sv 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Capital Improvement Program 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200456 Totals: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200459 Televising Swr Lines E65 Capital Improvement Program 20- 200459 -4300 Televising Swr#159 -Contr Svc 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Capital Improvement Pro gram 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200459 Totals: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200464 Misc. Swr Work/Manhole Adj. E65 Capital Improvement Program 20- 200464 -4300 Misc Swr Wk#164 -Coat Svc 279,600.00 8,838.01 76,708.14 202,891.86 6,216.00 196,675.86 70.34 Capital Improvement Program 279,600.00 8,838.01 76,708.14 202,891.86 6,216.00 196,675.86 70.34 GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM) Page 9 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available 20- 200464 Totals: 8,838.01 76,708.14 6,216.00 196,675.86 70.34 202,891.86 279,600.00 20- 200468 Tustin Pump Stn Remodel E65 Capital Improvement Program 20- 200468 -4300 Irvinw Tustin Pump Stn#168 -Con 4,443.00 0.00 0.00 4,443.00 .0.00 4,443.00 100.00 Capital Improvement Program 4,443.00 0.00 0.00 4,443.00 0.00 4,443.00 100.00 20- 200468 Totals: 4,443.00 0.00 0.00 4,443.00 0.00 4,443.00 100.00 20- 200470 Emerg Response Plan Pump Stn E65 Capital improvement Program 20- 200470 -4300 Emeig Pump Plan -Contr Svc 11,280.00 0.00 5,080.00 6,200.00 0.00 6,200.00 54.96 Capital Improvement Program 11,280.00 0.00 5,080.00 6,200.00 0.00 6,200.00 54.96 20- 200470 Totals: 11,280.00 0.00 5,080.00 6,200.00 0.00 6,200.00 54.96 20- 200471 Irvine PS F= Main #171 E65 Capital Improvement Program 20- 200471 -4300 Irvine PS Prce Main# 171 -Contr 721,122.00 0.00 0.00 721,122.00 0.00 721,122.00 100.00 Capital Improvement Program 721,122.00 0.00 0.00 721,122.00 0.00 721,122.00 100.00 20- 200471 Totals: 721,122.00 0.00 0.00 721,122.00 0.00 721,122.00 100.00 20- 200575 OCSD Gant E65 Capital Improvement Program 20- 200575 -4300 OCSD Gant #175 - Cont Svc 10,000.00 0.00 2,402.58 7,597.42 0.00 7,597.42 75.97 Capital Improvement Program 10,000.00 0.00 2,402.58 7,597.42 0.00 7,597.42 75.97 20- 200575 Totals: 10,000.00 0.00 2,402.58 7,597.42 0.00 7,597.42 75.97 GL - Expens Page 10 -.Budget( 03/05/2010 - 2:50 PM) Account N anber Description Budgeted Amount Period Ai.. -tint YTD Amount YTD Var Encumbered Amt Availabr.. --/o Available 20- 200601 Westside Abandonment #101 E65 Capital Improvement Program 20- 200601 -4300 Westside Aband#101 -Copt Svc 749,941.00 0.00 0.00 749,941.00 0.00 749,941.00 100.00 Capital Improvement Program 749,941.00 0.00 0.00 749,941.00 0.00 749,941.00 100.00 20- 200601 Totals: 749,941.00 0.00 0.00 749,941.00 0.00 749,941.00 _ 100.00 20- 200678 Replace Sewer Bypass #178 E65 Capital Improvement Program 20- 200678 -4300 Rep Swr Bypass#178 -Contr Svc 75,000.00 45,436.84 45,436.84 29,563.16 0.00 29,563.16 39.41 Capital Improvement Program 75,000.00 45,436.84 45,436.84 29,563.16 0.00 29,563.16 39.41 20- 200678 Totals: 75,000.00 45,436.84 45,436.84 29,563.16 0.00 29,563.16 39.41 20- 200679 Building/Grounds Fund # 179 E65 Capital Improvement Program 20- 200679 -4300 Bld/Grds Fund #179 -Contr Svc 3.753.00 0.00 1,412.66 2,340.34 0.00 2,340.34 62.35 Capital Improvement Program 3,753.00 0.00 1 .,412.66 2,340.34 0.00 2,340.34 62.35 20- 200679 Totals: 3,753.00 0.00 1,412.66 2,340.34 0.00 2,340.34 62.35 20- 200780 Fog #180 E65 Capital Improvement Program 20- 200780 -4300 Fog Program#180 - Contract Svc 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Capital Improvement Program 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20- 200780 Totals: 0.00 0.00 0.00 0.00 0.60 0.00 0.00 20- 200882 Analysis of CCTV Results # 182 E65 Capital Improvement Program 20- 2008821300 Analysis of CCTV Results #182 125,000.00 7,735.00 90,222.26 34,777.74 0.00 34,777.74 27.82. GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM) Page 11 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available % Available Capital Improvement Program 125,000.00 7,735.00 90,222.26 0.00 34,777.74 27.82 34,777.74 20- 200882 Totals: 125,000.00 7,735.00 90,22126 34,777.74 0.00 34,777.74 27.82 20- 200883 System Wide Repair Prog #183 E65 Capital Improvement Program 20- 200883 -4300 Systm Wide Repair Program #18 1,035,223.00 4,547.50 177,228.63 857,994.37 0.00 857,994.37 82.88 Capital Improvement Program 1,035,223.00 4,547.50 177,228.63 857,994.37 0.00 857,994.37 82.88 20- 200883 Totals: 1,035,223.00 4,547.50 177,228.63 857,994.37 0.00 857,994.37 82.88 20- 200886 Sewer Lateral Program #186 E65 Capital Improvement Program 20- 200886 -4300 Sewer Lateral Program #186 182,205.00 12,843.50 99,523.23 82,681.77 0.00 82,681.77 45.37 Capital Improvement Program 182,205.00 12,843.50 99,523.23 82,681.77 0.00 82,681.77 45.37 20- 200886 Totals: 182,205.00 12,843.50 99,523.23 82,681.77 0.00 82,681.77 45.37 20- 200888 GIS System #188 E65 Capital Improvement Program 20- 200888 -4300 GIS System #188 Contr Svc 194,875.00 0.00 0.00 194,875.00 0.00 194,875.00 100.00 Capital Improvement Program 194,875.00 0.00 0.00 194,875.00 0.00 194,875.00 100.00 20- 200888 Totals: 194,875.00 0.00 0.00 194,875.00 0.00 194,875.00 100.00 20 Totals: 8,157,214.00 280,917.76 2,490,633.03 5,666,580.97 33,477.62 5,633,103.35 69.05 21 Sewer Construction Fund 21- 200000 Liquid Administration E55 Non Operating - Other GL - Expew s Budget ( 03/05/2010 - 2:50 PM) Page 12 Account Number Description Budgeted Amount Period Amount YTD Amount YTD Var Encumbered Amt Available °To Available 21- 2000004995 Transfer Out 0.00 0.00 0.00 0.00. 0.00 0.00 0.00 Non Operating - Other 0.00 0.00 0.00 0.00 0.00 0.00 0.00 21- 200000 Totals: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 i 21 Totals: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 30 Facilities Revolving Fund 30- 200887 District Yard E65 Capital Improvement Program 30- 2008874300 District Yard 2,788,491.00 95,289.80 630,378.48. 2,158,112.52 0.00 2,158,112.52 77.39 Capital Improvement Program 2,788,491.00 95,289.80 630,378.48 2,158,112.52 0.00. 2,158,112.52 77.39 30- 200887 Totals: 2,788,491.00 95,289.80 630,378.48, 2,158,112.52 0.00 2,158,112.52 77.39 30 Totals: 2,788,491.00 95,289.80 630,378.48 2,158,112.52 0.00 2,158,112.52 77.39 Report Totals: 16,185,271.00 771,671.11 6,173,742.54 10,011,528.46 33,477.62 9,978,050.84 61.64 GL - Expenses vs Budget ( 03/05/2010 - 2:50 PM) Page 13 += Meeting Date Item Number. 1 03/25/10 VI. D. 2. —� COSTA MESA SANITAJU DISTRICT Memorandum ..... an Independent Specia[District To: Board of Directors Via: Scott Carroll, General >Wdt!� From: Marc Davis, Treasurer /Director of Finance. Date: . March 25, 2010 Subject: Treasurer's Report for the Month of February 2010 Summary Attached is the Treasurer's Report for the month of February 2010. As required by the District's Statement of Investment Policy, the Treasurer's report delineates all investment activity during the month. Staff Recommendation Approve the Treasurer's Report for the month of February 2010. Analysis This report lists the types of securities held in the District's portfolio, the institutions from which the securities were purchased, maturity dates and interest rates as of February 28, 2010. The District's investments are in compliance, with the Statement of Investment Policy adopted by the Board at the July 23, 2009 regular meeting, as well as the California Government Code. The market values in this report were provided by our third party custodian, Bank of New York, except for the Local Agency Investment Fund (LAIF). The market value of LAIF was provided by the State Treasurer's Office. It does not represent the value of the underlying securities within the pool, but rather the par or cost amount, which is the amount the District is entitled to withdraw. This reporting practice is consistent with industry standard practices for similar funds. Board of Directors March 25, 2010 Page 2 of 2 The weighted average stated rate of return (current yield) for the District's investment portfolio as of February 28, 2010, was 1.321%. The yield to maturity of the portfolio was 1.327 %. The District's weighted average interest rate was 74 basis points (0.744 %) above the daily effective yield of LAIF, which was 0.577% as of February 28, 2010. The weighted average number of days to maturity for the District's total portfolio was 462 days (1.27 years). The average duration of the underlying securities in LAIF as of February 28, 2010, which is the most current information available, was 200 days. The District's investment portfolio is in compliance with its liquidity limitations, which requires that a minimum of 20.00% of the portfolio must mature within one year. The percentage of the portfolio maturing in less than one year as of February 28, 2010 was 68.22 %. As of February 28, 2010, the District has adequate operating reserves necessary to meet its obligations for the next six months. Legal Review Legal review is not required. Financial Review The portfolio was budgeted to earn an average of 2.00% for the year ending June 30, 2010. The earnings on the portfolio fell below 2.00% in October 2009. As discussed with the Board in December 2009, total investment earnings are projected to fall short of the budget by approximately $8,000. Committee Recommendation Review of Investment Oversight Committee is not required. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff 2 is COSTA MESA SANITARY DISTRICT Warrant Resolution No. CMSD 2010 -09 n U Meetin Date Item Number j 03/25/10 VI. D. 3. A RESOLUTION OF THE COSTA MESA SANITARY DISTRICT RATIFYING THE PAYMENT OF CERTAIN CLAIMS AND DEMANDS, AND SPECIFYING THE FUNDS OUT OF WHICH THE SAME WERE PAID. THE BOARD OF DIRECTORS OF THE COSTA MESA SANITARY DISTRICT DOES HEREBY ORDER AND RESOLVE AS FOLLOWS: Section 1. That the attached claims and demands totaling $514,468.94 have been audited as required by law and that the same were paid out of respective funds as hereinafter set forth. Section 2. That the Clerk of the District shall certify to the adoption of this Resolution and shall retain a certified copy thereof in her own records. PASSED AND ADOPTED this 25th day of March 2010. ATTEST: Secretary President STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss COSTA MESA SANITARY DISTRICT ) I, JOAN REVAK, Clerk of the Costa Mesa Sanitary District, hereby certify that the foregoing Warrant Resolution No. CMSD 2010 -09 was duly adopted by the Costa Mesa Sanitary District at a regular meeting held on the 25th day of March 2010. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the Seal of the Costa Mesa Sanitary District on this 25th day of March 2010. 1 Clerk of the Costa Mesa Sanitary District Accounts Payable Checks for Approval COSTA 914E SA SA9V-IT -ARC 0IST4UGT a>: rndspwndm: spcial0&via User: tgonzalez Printed: 03/05/2010 - 2:12 PM Check Number Check Date Fund Name Account Name Vendor Name Amount 0 02/03/2010 Liquid Waste Fund Federal Withholding Taxes Internal Revenue Service 179.67 0 02/03/2010 Liquid Waste Fund FICA - Employee Internal Revenue Service 260.33 0 02/03/2010 Liquid Waste Fund FICA - Employee Internal Revenue Service 260.33 0 02/03/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 60.88 0 02/03/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 60.88 Check Total: 822.09 0 02/05/2010 Liquid Waste Fund PERS Medical Cal PERS 5,331.88 0 02/05/2010 Solid Waste Fund Benefits Admin Costs Cal PERS 2.29 0 02/05/2010 Liquid Waste Fund Benefits Admin Costs Cal PERS 20.64 Check Total: 5,354.81 0 02/10/2010 Liquid Waste Fund Federal Withholding Taxes Internal Revenue Service 5,415.90 0 02/10/2010 Liquid Waste Fund FICA - Employee Internal Revenue Service 50.03 0 02/10/2010 Liquid Waste Fund FICA - Employee Internal Revenue Service 50.03 0 02/10/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 579.68 0 02/10/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 440.41 0 02/10/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 139.27 Check Total: 6,675.32 0 02/10/2010 Liquid Waste Fund State Withholding Taxes State of Cal Emp Dev Dept 1,905.92 Check Total: 1,905.92 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 130.21 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 34.53 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 234.46 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 62.18 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 1,860.08 AP - Checks for Approval ( 03/05/2010 - 2:12 PM) Page 1 Check Number Check Date Fund Name Account Name Vendor Name 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/10/2010 Liquid Waste Fund PERS Survivor Benefit Cal Pers Employee Ret System 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/10/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/10/2010 Liquid Waste Fund PERS - Employer Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund Federal Withholding Taxes Internal Revenue Service 0 02/24/2010 Liquid Waste Fund FICA - Employee Internal Revenue Service 0 02/24/2010 Liquid Waste Fund FICA - Employee Internal Revenue Service 0 02/24/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 0 02/24/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 0 02/24/2010 Liquid Waste Fund Medicare - Employee Internal Revenue Service 0 02/24/2010 Liquid Waste Fund State Withholding Taxes State of Cal Emp Dev Dept 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Survivor Benefit Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS Retirement Cal Pers Employee Ret System 0 02/24/2010 Liquid Waste Fund PERS - Employer Cal Pers Employee Ret System Check Total: Check Total: Check Total: Check Total: 0 02/15/2010 Solid Waste Fund Investment Earnings Bank of America Check Total: 0 02/26/2010 Solid Waste Fund Equipment Maintenance Automatic Data Processing, Inc 0 02/26/2010 Liquid Waste Fund Equipment Maintenance Automatic Data Processing, Inc Check Total: AP - Checks proval ( 03/05/2010 - 2:12 PM) • Pw Amount 3,349.48 10.23 493.32 888.31 0.01 7,062.81 5,322.53 53.75 53.75 570.91 431.35 139.56 6,571.85 1,880.24 1,880.24 130.21 38.48 234.46 69.30 1,860.08 3,349.48 10.23 549.87 990.15 0.01 7,232.27 326.22 326.22 5.60 50.40 56.00 Check Nuor Check Date Fund Name Account Name S Vendor Name Amount _ 7103 02/11/2010 Solid Waste Fund Building Maintenance 949 Storage 16.00 7103 02/11/2010 Liquid Waste Fund Building Maintenance 949 Storage 144.00 Check Total: 160.00 7104 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Adams School 300.00 Check Total: 300.00 7105 02/11/2010 Liquid Waste Fund Employee Insurance AFLAC 706.78 Check Total: 706.78 7106 02/11/2010 Solid Waste Fund Professional Services BHI Management Consulting 150.00 7106 02/11/2010 Liquid Waste Fund Professional Services BHI Management Consulting 1,350.00 Check Total: 1,500.00 7107 02/11/2010 Solid Waste Fund Public Info/Ed/Community Promo Debbie Bjornson 9.00 7107 02/11/2010 Liquid Waste Fund Public Info/Ed/Community Promo Debbie Bjornson 81.00 Check Total: 90.00 7108 02/11/2010 Liquid Waste Fund Sewer Lateral Program #186 Brian Sullivan 1,800.00 Check Total: 1,800.00 7109 02/11/2010 Solid Waste Fund Legal Services Alan R. Burns 1,488.73 7109 02/11/2010 Liquid Waste Fund Legal Services Alan R. Burns 2,764.77 7109 02/11/2010 Liquid Waste Fund Legal Services Alan R. Burns 2,135.80 7109 02/11/2010 Solid Waste Fund Legal Services Alan R. Burns 108.60 7109 02/11/2010 Solid Waste Fund Legal Services Alan R- Burns 101.36 7109 02/11/2010 Liquid Waste Fund Legal Services Alan R. Bums 188.24 Check Total: 6,787.50 7110 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program California School 300.00 Check Total: 300.00 7111 02/11/2010 Solid Waste Fund Prof Membership/Dues California Association of Purchasing Off 13.00 7111 02/11/2010 Liquid Waste Fund Prof Membership/Dues California Association of Purchasing Off 117.00 . AP - Checks for Approval ( 03/05/2010 - 2:12 PM) Page 3 Check Number Check Date Fund Name Account Name Vendor Name Amount Check Total: 130.00 7112 02/11/2010 Solid Waste Fund Fiscal Services CBIZ ATA Orange County LLC 847.00 7112 02/11/2010 Liquid Waste Fund Fiscal Services CBIZ ATA Orange County LLC 1,573.00 Check Total: 2,420.00 7113 02/11/2010 Liquid Waste Fund Rep Swr Bypass #178 -Contr Svc Charles King Company 45,436.84 Check Total: 45,436.84 7114 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Charles TeWinkle Middle Sch 700.00 Check Total: 700.00 7115 02/11/2010 Solid Waste Fund Staff Development City of Claremont 25.00 7115 02/11/2010 Liquid Waste Fund Staff Development City of Claremont 225.00 Check Total: 250.00 7116 02/11/2010 Solid Waste Fund Prof Membership /Dues Costa Mesa Chamber of Commerce 220.00 7116 02/11/2010 Liquid Waste Fund Prof Membership /Dues Costa Mesa Chamber of Commerce 220.00 Check Total: 440.00 7117 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program College Park School 300.00 Check Total: 300.00 7118 02/11/2010 Solid Waste Fund Container Collection Costs CR &R Incorporated 4,127.31 Check Total: 4,127.31 7119 02/11/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 1,382.00 7119 02/11/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 176.00 7119 02/11/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 176.00 7119 02/11/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 264.00 7119 02/11/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 88.00 7119 02/11/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 176.00 Check Total: 2,262.00 AP - Checks pp roval ( 03/05/2010 - 2:12 PM) • At Check Check Date Fund Name Account Name Vendor Name Amount 7120 02/11/2010 Solid Waste Fund Recycling/Disposal CR Transfer, Inca 156,799.95 7120 02/11/2010 Solid Waste Fund Recycling/Disposal CR Transfer, Inc. 9,366.70 Check Total: 166,166.65 7121 02/11/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 113.00 7121 02/11/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 175.00 7121 02/11/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 131.25 7121 02/11/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 3,028.47 7121 02/11/2010 Solid Waste Fund Sharps Program Curbside, Inc. 95.00 Check Total: 3,542.72 7122 02/11/2010 Liquid Waste Fund Sewer Maint-Staff Development CWEA -TCP 132.00 7122 02/11/2010 Liquid Waste Fund Sewer Maint -Staff Development CWEA -TCP 132.00 Check Total: 264.00 7123 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Davis School 300.00 Check Total: 300.00 7124 02/11/2010 Liquid Waste Fund Sewer Maint -FOG Prog Contract Environmental Engr & Cont, Inc 9,412.97 Check Total: 9,412.97 7125 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Estancia High School 700.00 Check Total: 700.00 7126 02/11/2010 Solid Waste Fund Gas - Building The Gas Company 7.81 7126 02/11/2010 Liquid Waste Fund Gas - Building The Gas Company 70.33 Check Total: 78.14 7127 02/11/2010 Liquid Waste Fund Engineering/Architectual Sery Robin B. Hamers & Assoc., Inc. 1,400.00 7127 02/11/2010 Liquid Waste Fund Engineering/Architectual Sery Robin B. Hamers & Assoc., Inc. 5,934.75 7127 02/11/2010 Liquid Waste Fund Plan Ck/Inspection- Inside Robin B. Hamers & Assoc., Inc. 6,513.75 7127 02/11/2010 Liquid Waste Fund Plan Ck/Inspection- Inside Robin B. Hamers & Assoc., Inc. 11,739.00 7127 02/11/2010 Liquid Waste Fund Plan Ck/Inspection- Outside Robin B. Hamers & Assoc., Inc. 289.50 7127 02/11/2010 Liquid Waste Fund Plan Ck/Inspection- Outside Robin B. Hamers & Assoc., Inc. 161.25 7127 02/11/2010 Liquid Waste Fund Plan Ck/Inspection -Swr Lateral Robin B. Hamers & Assoc., Inc. 290.25 7127. 02/11/2010 Liquid Waste Fund Bristol St Pump - Contract Labor Robin B. Hamers & Assoc., Inc. 382.50 AP - Checks for Approval ( 03/05/2010 : 2:12 PM ) Page 5 Check Number Check Date Fund Name Account Name Vendor Name Amount 7127 02/11/2010 Liquid Waste Fund Bristol St Pump - Contract Labor Robin B. Hamers & Assoc., Inc. 1,064.25 7127 02/11/2010 Liquid Waste Fund Systm Wide Repair Program #183 Robin B. Hamers & Assoc., Inc. 4,547.50 7127 02/11/2010 Facilities Revolving Fund District Yard Robin B. Hamers & Assoc., Inc. 765.00 7127 02/11/2010 Facilities Revolving Fund District Yard Robin B. Hamers & Assoc., Inc. 1,560.00 Check Total: 34,647.75 7128 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Harper Preschool Center 1,100.00 Check Total: 1,100.00 7129 02/11/2010 Liquid Waste Fund Misc Swr Wk#164 -Cont Svc Home Depot Credit Services 134.99 Check Total: 134.99 7130 02/11/2010 Facilities Revolving Fund District Yard Howard S. Wright Constructors 89,661.80 Check Total: 89,661.80 7131 02/11/2010 Liquid Waste Fund Capital Outlay ITT Water & Wastewater U.S.A. 35,715.56 Check Total: 35,715.56 7132 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Kaiser Elementary School 300.00 Check Total: 300.00 7133 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Killybrooke School 300.00 Check Total: 300.00 7134 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Kline School 1,500.00 Check Total: 1,500.00 7135 02/11/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Lifecom 379.25 Check Total: 379.25 7136 02/11/2010 Liquid Waste Fund Sewer Lateral Program #186 Lisa Henderson 1,800.00 �6 AP - Checks Opproval ( 03/05/2010 - 2:12 PM) Check Nux Check Date Fund Name Account Name Vendor Name Amount Check Total: 1,800.00 7137 02/11/2010 Solid Waste Fund Building Maintenance The Lloyd Pest Control Co. Inc 7.00 7137 02/11/2010 Liquid Waste Fund Building Maintenance The Lloyd Pest Control Co. Inc 63.00 Check Total: 70.00 7138 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Mariners Christian School 300.00 Check Total: 300.00 7139 02/11/2010 Liquid Waste Fund Sewer Maint- Water Pumps Mesa Consolidated Water Dist 15.42 7139 02/11/2010 Liquid Waste Fund Sewer Maint- Water Pumps Mesa Consolidated Water Dist 17.96 7139 02/11/2010 Liquid Waste Fund Sewer Maint- Water Pumps Mesa Consolidated Water Dist 15.42 7139 02/11/2010 Liquid Waste Fund Sewer Maint- Water Pumps Mesa Consolidated Water Dist 15.59 Check Total: 64.39 7140 02/11/2010 Liquid Waste Fund Misc Swr Wk#164 -Cont Svc National Plant Services, Inc. 8,000.00 Check Total: 8,000.00 7141 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Newport Heights Elementary Sch 300.00 Check Total: 300.00 7142 02/11/2010 Liquid Waste Fund Sewer Maint - Equipment Maint NEXTRM INC. 308.00 Check Total: 308.00 7143 02/11/2010 Solid Waste Fund Office Supplies Noack Awards Engraving & Promo 6.53 7143 02/11/2010 Liquid Waste Fund Office Supplies Noack Awards Engraving & Promo 58.72 Check Total: 65.25 7144 02/11/2010 Liquid Waste Fund Travel/Meals/Lodging Bob Ooten 128.50 Check Total: 128.50 7145 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Paularino School 300.00 AP - Checks for Approval ( 03/05/2010 - 2:12 PM) Page 7 Check Number Check Date Fund Name 7146 02/11/2010 Liquid Waste Fund 7147 02/11/2010 Solid Waste Fund 7148 02/11/2010 Solid Waste Fund 7149 02/11/2010 Liquid Waste Fund 7150 02/11/2010 Liquid Waste Fund 7150 02/11/2010 Liquid Waste Fund 7150 02/11/2010 Solid Waste Fund 7150 02/11/2010 Liquid Waste Fund 7151 02/11/2010 Liquid Waste Fund 7152 02/11/2010 Liquid Waste Fund 7152 02/11/2010 Liquid Waste Fund 7152 02/11/2010 Liquid Waste Fund 7152 02/11/2010 Liquid Waste Fund 7152 02/11/2010 Solid Waste Fund 7152 02/11/2010 Liquid Waste Fund 7153 02/11/2010 Solid Waste Fund Account Name Vendor Name Amount Sewer Maint -Small Tools /Eq Plumbers Depot Inc. Telephone Bk Recycling Program Pomoma School Telephone Bk Recycling Program Rea Elementary School Public Info/Ed/Community Promo SARBS - CWEA Sewer Maint - Electric Pumps Sewer Maint - Electric Pumps Electric - Building Electric - Building Travel/Meals /Lodging Life/AD &D Insurance Dental Insurance Long -Tenn Disability Vision Insurance Benefits Admin Costs Benefits Admin Costs Southern California Edison Southern California Edison Southern California Edison Southern California Edison Arlene Schafer Spec Dist Risk Mgt Authority Spec Dist Risk Mgt Authority Spec Dist Risk Mgt Authority Spec Dist Risk Mgt Authority Spec Dist Risk Mgt Authority Spec Dist Risk Mgt Authority Check Total: Check Total: Check Total: Check Total: Check Total: Check Total: Check Total: Check Total: Telephone Bk Recycling Program Sonora Elementary School 300.00 440.44 440.44 300.00 300.00 300.00 300.00 220.00 220.00 250.79 267.99 42.60 383.44 944.82 144.08 144.08 165.22 672.72 323.73 29.36 3.28 29.50 1,223.81 300.00 Check Total: 300.00 AP - Checks proval ( 03/05/2010 - 2:12 PM)8 Check Air Check Date Fund Name Account Name Vendor Name Amount 7154 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program St.Joachim School 1,100.00 Check Total: 1,100.00 7155 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program St John The Baptist School 800.00 AP - Checks for Approval ( 03/05/2010 - 2 :12 PM) Page 9 Check Total: 800.00 7156 02/11/2010 Facilities Revolving Fund District Yard Structural Observation Group, 957.60 7156 02/11/2010 Facilities Revolving Fund District Yard Structural Observation Group, 838.50 Check Total: 1,796.10 7157 02/11/2010 Solid Waste Fund Building Maintenance Trimco Landscape 13.40 7157 02/11/2010 Liquid Waste Fund Building Maintenance Trimco Landscape 120.60 Check Total: 134.00 7158 02/11/2010 Liquid Waste Fund Contract Services Underground Service Alert/SC 112.00 Check Total:. 112.00 7159 02/11/2010 Liquid Waste Fund Deferred Compensation - 457 VantagePoint Transfer Agents 1,030.00 Check Total: 1,030.00 7160 02/11/2010 Liquid Waste Fund Deferred Medical -RHS- Employee VantagePoint Transfer Agents 336.19 7166 02/11/2010 Liquid Waste Fund Deferred Medical -RHS- Employee VantagePoint Transfer Agents 265.71 7160 02/11/2010 Liquid Waste Fund Deferred Medical -RHS- Employee VantagePoint Transfer Agents 70.48 Check Total: 672.38 7161 02/11/2010 Liquid Waste Fund Misc Swr Wk#164 -Cont Svc Walters Wholesale Electric Co. 23.69 Check Total: 23.69 7162 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Wilson Elementary School 300.00 Check Total: 300.00 7163 02/11/2010 Solid Waste Fund Telephone Bk Recycling Program Woodland Elementary School 300.00 AP - Checks for Approval ( 03/05/2010 - 2 :12 PM) Page 9 Check Number Check Date Fund Name Account Name Vendor Name Amount AP - Check 0 pproval ( 03/05/2010 - 2:12 PM ) ID 010 Check Total: 300.00 7164 02/25/2010 Solid Waste Fund Building Maintenance 949 Storage 11.00 7164 02/25/2010 Liquid Waste Fund Building Maintenance 949 Storage 99.00 Check Total: 110.00 7165 02/25/2010 Liquid Waste Fund Misc Swr Wk#164 -Cont Svc All Phase Environmental 615.00 Check Total: 615.00 7166 02/25/2010 Solid Waste Fund Telephone AT &T 49.91 7166 02/25/2010 Liquid Waste Fund Telephone AT &T 449.22 Check Total: 499.13 7167 02/25/2010 Solid Waste Fund Building Maintenance Bay Alarm 14.40 7167 02/25/2010 Liquid Waste Fund Building Maintenance Bay Alarm 129.60 Check Total: 144.00 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 59.53 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 9.37 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America. 98.10 7168 02/25/2010 Solid Waste Fund Staff Development Bank of America 3.00 7168 02/25/2010 Liquid Waste Fund Travel/Meals /Lodging Bank of America 551.58 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 468.22 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 244.26 7168 02/25/2010 Solid Waste Fund Staff Development Bank of America 14.74 7168 02/25/2010 Liquid Waste Fund Staff Development Bank of America 132.66 7168 02/25/2010 Solid Waste Fund Staff Development Bank of America 44.50 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 68.29 7168 02/25/2010 Liquid Waste Fund Staff Development Bank of America 400.50 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 29.85 7168 02/25/2010 Solid Waste Fund Travel/Meals/L.odging Bank of America 19.34 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 174.06 7168 02/25/2010 Solid Waste Fund Travel/Meals /Lodging Bank of America 13.49 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 121.44 7168 02/25/2010 Solid Waste Fund Office Supplies Bank of America 3.26 7168 02/25/2010 Liquid Waste Fund Office Supplies Bank of America 29.34 7168 02/25/2010 Solid Waste Fund Building Maintenance Bank of America 12.14 7168 02/25/2010 Liquid Waste Fund Building Maintenance Bank of America 109.23 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 75.00 AP - Check 0 pproval ( 03/05/2010 - 2:12 PM ) ID 010 Check Nwti6er Check Date Fund Name Account Name Vendor Name Amount 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 192.33 _7168 7168 02/25/2010 Solid Waste Fund MultiMedBlueprint/Copies/Sub Bank of America 13.56 7168 02/25/2010 Liquid Waste Fund MultiMed/Blueprints /Copies/Sub Bank of America 122.04 7168 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 6.60 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 59.40 7168 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 6.42 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 57.82 7168 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 16.74 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 150.66 71.68 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 15.74 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 141.66 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 148.86 7168 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 16.54 7168 02/25/2010 Solid Waste Fund Building Maintenance Bank of America 5.12 7168 02/25/2010 Liquid Waste Fund Building Maintenance Bank of America 46.12 7168 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 3.85 7168 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging Bank of America 34.70 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 68.00 7168 02/25/2010 Liquid Waste Fund Staff Development Bank of America 27.00 7168 02/25/2010 Liquid Waste Fund ' Sewer Maint - Equipment Maint Bank of America 73.63 7168 02/25/2010 Solid Waste Fund Travel/Meals/Lodging Bank of America 27.14 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 128.69 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 105.70 7168 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Bank of America 108.01 7168 02/25/2010 Solid Waste Fund Small Tools/Equipment Bank of America 86.60 7168 02/25/2010 Liquid Waste Fund Small Tools/Equipment Bank of America 779.39 Check Total: 5,124.22 7169 02/25/2010 Liquid Waste Fund Sewer Maint- Water Pumps City of Newport Beach 9.87 Check Total: 9.87 7170 02/25/2010 Liquid Waste Fund Sewer Lateral Program #186 Coldwell Banker 1,800.00 Check Total: 1,800.00 7171 02/25/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 397.00 7171 02/25/2010 Liquid Waste Fund Sewer Maint -Pump Stn Contract C &R Drains Inc. 176.00 Check Total: 573.00 7172 02/25/2010 Solid Waste Fund Sharps Program Curbside, Inc. 95.00 7172 02/25/2010 Solid Waste Fund Sharps Program Curbside, Inc. 95.00 AP - Checks for Approval ( 03/05/2010 - 2:12 PM ) Page 11 Check Number Check Date Fund Name Account Name Vendor Name Amount 7172 02/25/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 283.50 7172 02/25/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 75.00 7172 02/25/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 243.00 7172 02/25/2010 Solid Waste Fund Household Hazardous Waste Curbside, Inc. 75.00 Check Total: 866.50 7173 02/25/2010 Facilities Revolving Fund District Yard Enovity, Inc. 1,300.00 Check Total: 1,300.00 7174 02/25/2010 Solid Waste Fund Building Maintenance F.M. Thomas Air Condittioning, 15.30 7174 02/25/2010 Liquid Waste Fund Building Maintenance F.M. Thomas Air Condittioning, 137.70 Check Total: 153.00 7175 02/25/2010 Liquid Waste Fund Analysis of CCTV Results #182 Robin B. Hamers & Assoc., Inc. 7,735.00 Check Total: 7,735.00 7176 02/25/2010 Solid Waste Fund Postage MailFinance Inc. 7.72 7176 02/25/2010 Liquid Waste Fund Postage MailFinance Inc. 69.49 7176 02/25/2010 Liquid Waste Fund Postage MailFinance Inc. 69.49 7176 02/25/2010 Solid Waste Fund Postage MailFinance Inc. 7.72 Check Total: 154.42 7177 02/25/2010 Solid Waste Fund Staff Development International City/County Mana 104.80 7177 02/25/2010 Liquid Waste Fund Staff Development International City/County Mana 943.20 Check Total: 1,048.00 7178 02/25/2010 Liquid Waste Fund Sewer Maint- Water Pumps Irvine Ranch Water District 8.90 7178 02/25/2010 Liquid Waste Fund Sewer Maint- Water Pumps Irvine Ranch Water District 7.75 Check Total: 16.65 7179 02/25/2010 Liquid Waste Fund Sewer Lateral Program #186 Jeannine Marold 1,700.00 Check Total: 1,700.00 7180 02/25/2010 Liquid Waste Fund Sewer Lateral Program #186 Kathleen Whelan 1,800.00 12 AP - Checks pproval ( 03/05/2010 - 2:12 PM) 0 Check NuOr Check Date Fund Name Account Name Vendor Name Amount a Check Total: 1,800.00 7181 02/25/2010 Solid Waste Fund Equipment Maintenance Konica Minolta Bus Sol U.S.A., 74.68 7181 02/25/2010 Liquid Waste Fund Equipment Maintenance Konica Minolta Bus Sol U.S.A., 672.12 7181 02/25/2010 Solid Waste Fund Equipment Maintenance Konica Minolta Bus Sol U.S.A., 5.33 7181 02/25/2010 Liquid Waste Fund Equipment Maintenance Konica Minolta Bus Sol U.S.A., 47.93 Check Total: 800.06 7182 02/25/2010 Liquid Waste Fund Sewer Lateral Program #186 Marvel Aeschliman 1,500.00 Check Total: 1,500.00 7183 02/25/2010 Solid Waste Fund Water - Building Mesa Consolidated Water Dist 19.64 7183 02/25/2010 Liquid Waste Fund Water - Building Mesa Consolidated Water Dist 176.72, Check Total: 196.36 7184 02/25/2010 Liquid Waste Fund Sewer Maint -Sewer Line Tele National Plant Services, Inc. 4,455.00 Check Total: 4,455.00 7185 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint NEXTRUK, INC. 194.86 Check Total: 194.86 7186 02/25/2010 Liquid Waste Fund Sewer Maint- Equipment Maint Orange Coast Electric 1,425.00 7186 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Orange Coast Electric 3,235.00 7186 02/25/2010 Liquid Waste Fund Sewer Maint - Equipment Maint Orange Coast Electric 475.00 Check Total: 5,135.00 7187 02/25/2010 Solid Waste Fund Medical/Employment Services Occu -Med 22.90 7187 02/25/2010 Liquid Waste Fund Medical/Employment Services Occu -Med 206.10 Check Total: 229.00 7188 02/25/201.0 Solid-Waste Fund Office Supplies Office Depot 16.62 7188 02/25/2010 Liquid Waste Fund Office Supplies Office Depot 149.59 Check Total: 166.21 AP - Checks for Approval ( 03/05/2010 - 2:12 PM) Page 13 Check Number Check Date Fund Name Account Name Vendor Name Amount 7189 02/25/2010 Solid Waste Fund Building Maintenance Pacific Building Care, Inc. 45.38 7189 02/25/2010 Liquid Waste Fund Building Maintenance Pacific Building Care, Inc. 408.37 Check Total: 453.75 7190 02/25/2010 Solid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 0.38 7190 02/25/2010 Liquid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 3.37 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 1.35 7190 02/25/2010 Liquid Waste Fund Mileage Reimbursement CMSD Petty Cash 12.17 7190 02/25/2010 Liquid Waste Fund Mileage Reimbursement CMSD Petty Cash 8.82 7190 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging CMSD Petty Cash 40.00 7190 02/25/2010 Liquid Waste Fund Sewer Maint -Staff Development CMSD Petty Cash 80.00 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 1.18 7190 02/25/2010 Liquid Waste Fund Mileage Reimbursement CMSD Petty Cash 10.57 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 11.80 7190 02/25/2010 Liquid Waste Fund Mileage Reimbursement CMSD Petty Cash 7.64 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 17.04 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 9.96 7190 02/25/2010 Solid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 0.20 7190 02/25/2010 Liquid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 1.80 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 5.00 7190 02/25/2010 Liquid Waste Fund Mileage Reimbursement CMSD Petty Cash 9.30 7190 02/25/2010 Liquid Waste Fund Travel/Meals/Lodging CMSD Petty Cash -1.00 7190 02/25/2010 Solid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 3.00 7190 02/25/2010 Liquid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 27.00 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 9.35 7190 02/25/2010 Liquid Waste Fund Postage CMSD Petty Cash 9.58 7190 02/25/2010 Solid Waste Fund Postage CMSD Petty Cash 1.07 7190 02/25/2010 Solid Waste Fund Postage CMSD Petty Cash 0.55 7190 02/25/2010 Liquid Waste Fund Postage CMSD Petty Cash 4.95 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 19.58 7190 02/25/2010 Solid Waste Fund Public Info /Ed/Community Promo CMSD Petty Cash 0.25 7190 02/25/2010 Liquid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 2.25 7190 02/25/2010 Solid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 6.00 7190 02/25/2010 Liquid Waste Fund Public Info/Ed/Community Promo CMSD Petty Cash 54.00 7190 02/25/2010 Solid Waste Fund Mileage Reimbursement CMSD Petty Cash 0.90 7190 02/25/2010 Liquid Waste Fund Mileage Reimbursement CMSD Petty Cash 8.09 Check Total: 366.15 7191 02/25/2010 Liquid Waste Fund Sewer Lateral Program #186 Reberta Burmood 643.50 Check Total: 643.50 AP - ChecksOpproval (03/05/2010 - 2:12 PM) 14 Check Num® Check Date Fund Name 7192 02/25/2010 Liquid Waste Fund 7193 02/25/2010 Liquid Waste Fund 7194 02/25/2010 Solid Waste Fund 7194 02/25/2010 Solid Waste Fund 7194 02/25/2010 Solid Waste Fund 7195 02/25/2010 Facilities Revolving Fund 7196 02/25/2010 Liquid Waste Fund 7197 02/25/2010 Liquid Waste Fund 7197 02/25/2010 Liquid Waste Fund 7197 02/25/2010 Liquid Waste Fund 7198 02/25/2010 Liquid Waste Fund Account Name Vendor Name Sewer Lateral Program #186 Ronald Bath Check Total: Sewer Maint - Electric Pumps Southern California Edison Check Total: Sharps Program Stericycle Sharps Program Stericycle Sharps Program Stericycle Check Total: . District Yard Structural Observation Group, Check Total: Deferred Compensation - 457 VantagePoint Transfer Agents Check Total: Deferred Medical -RHS- Employee VantagePoint Transfer Agents Deferred Medical -RHS- Employee VantagePoint Transfer Agents Deferred Medical -RHS- Employee VantagePoint Transfer Agents Check Total: Misc Swr Wk#164 -Copt Svc Walters Wholesale Electric Co. Check Total: Report Total: 0 1 Amount 1,800.00 1,800.00 736.48 736.48 279.52 267.29 340.89 887.70 206.90 206.90 1,030.00 1,030.00 337.80 265.71 72.09 675.60 64.33 64.33 514,468.94 AP - Checks for Approval ( 03/05/2010 - 2 :12 PM) Page 15 1. Meeting Date Item Number 03/25M0 V1. D.4. CQSTA MESA S�i7�yDtsrRrcr Memorandum ..:an Independent SpeciarDastrict To: Board of Directors Via: Scott Carroll, General Manager From: Sherry Kallab, Administration Manager,�� Date: March 25, 2010 Subject: Directors' Compensation and Reimbursement of Expenses, February 2010 Summary Staff is providing the Board, with the Directors' compensation and reimbursement of expenses for the month of February 2010. Staff Recommendation Staff recommends the Board approve and ratify the Directors' compensation and reimbursement of expenses for the month of February 2010. Analysis The Directors have submitted valid and supporting documentation for the following payments: Board Member Meetings Compensation. Mileage President Schafer CMSD Special Meeting $221 ISDOC $221 $5.00 WACO General Meeting $221 $5.00 Chamber of Commerce $221 WACO Planning Meeting $221 $5.00 CMSD Board Meeting $221 Vice President SARBS Awards Banquet $221 $16.00 Ooten CMSD Sewer System $221 CMSD Sewer System Sub $221 CMSD Strategic Planning $221 Protecting our community's health by providing soCuf waste and sew collection services crosdcagov Board of Directors March 25, 2010 Page 2 of 2 Legal Review None. Financial Review The total reimbursements for the month of February 2010 is $6,224.00 Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff CMSD Recycling Meeting CMSD Board Meeting $221 $221 Director Monahan CMSD Special Meeting $221 CMSD Sewer System. $221 CMSD Strategic Planning $221 CMSD Board Meeting $221 Director CMSD Special Meeting $221 Ferryman CMSD Sewer System $221 CMSD Strategic Planning $221 School Award - Paularino $221 $2.50 Legal Review None. Financial Review The total reimbursements for the month of February 2010 is $6,224.00 Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff L AWfth atf tio.lpb. r' %. f Imp ���` #��- 3e useam p—e moo StAeu"um, wo am W,nve. 1 --7 if. Icadcuktin-m- a! 150.0 penis per We (Cwwf Few 2. Total meals 3. days atlerrdance at 32U 00 p'tr day tae 8DW raw? 4. Nleetnq S. ocher C 4Tf enc&Mvsrri: 3 D A r 'D 3 SD -A r �m ri Z im r u�N I= D V. ?m C- — 7^ — 27.-- C)4-, to C A � J Qq Scgntlewt pok to kyrned of benefit to tto Diatrtat and its + raiepRysr�e: 4.ocetfo�t: i0 WDlfc Itperim at tlw next D ragubr Bored. rrwling." (Operatiar s gods. Secllan 3MI AM) ' 0 m.. Dcftctor as . .y =�i- H•�i:T rte: ` _ _.7.f.. _ . i L A*" as, , JOE. WV W-WM4* PW MID Mom Ago Z TOW Ird" dap litlwWance at S2&L-�LO My dgy zr jr iT y: V. 7 V 5. Other m Ida 7 b0ftefil to the ErwtrW and its Locaftm. J AIA . . . . . . .... c r Costs' Us" So- tary District Expense Reimburseme,..t Form for Directors Name Rober J Ooben 1_ Attach all reeWaft. � DATE OF EVENT. PURPOSE Opt OCCASION LOCATION TRAVEL* . MEAL EXPENSE OTHER 11 'kW CkAC�01 a A- G,,--eqA C2 - 21 L--) L) fL ClYL 5 U c", 17w &L., (74o�� � Q al• too Sklx`� Z(1.b lV S�c�Ca LL Cog C ang zr25 ,o cwt SQ �a a�c� WA,s 'Can be used for private auto as wed as Md. Mm and atr rare. 11. Calculation 1. miles at oMn _ per mile 2. Total meals 3. C_ days attsnden a at $X1.00 per day cp►Bowd POW 4. Meeting 5. Other ConferencelEvent: Per Ordinance No. 66, "Board Inanrbenl ehali provide brief reports on meetings -tin ndad at pvb k expense at the next regular Board nmseting." (Operadons Code, Section 3.01.035) (rev. 2MB) Total = $ 1 3A` .0 6 Significant points learned of benefit to the District and its ratepayers:. w t> P- x rs Tk w+ u .� , rw w-1 S S S C u kA. Th r(ze i Director Signature: lem1loqw.rdam Cn S C.d - Goats me" aantiary ursmci E *pense Reimbursement Form for Directors Name: Robert J Ooten 'A '1 1_ A4tach all roaWaft_ DATE OF EVENT PURPOaE OR OCCASION LOCATION TRAVEL• MEAL EXPENSE OTHER w O fL SOtw & C, 6 G S C7 7 Ith.. (L o I z- A 6 67 l-•.&A& C1 no J t l) 'Can be used for private auto as weN as tmd, Nmo and air Tare. 11. Calculation 1. °? miles at S' agents per mile (Current Raw) 2. Total meals 3. days attendance at $ 221: per day (ate eowd aow 4. Meeting 5. Other ConferencelEvent: Location: Per Ordinance No. 55, "Board nu ndwre shall provide brief reports on nwatinge attended stpublic extperwe at the next regular Board meeting." (Operations Cods, Section 3.01.035) _ �` $ Total = $ Significant points learned of benefit to the District and Its ratepayers: NJ �`1�1y1 1 ' P �� a tk Director Signature: (M. Vim) Costa Mesa Ranitary District Expense Reimburse.: --nt Form for Directors Name:Gary Monahan I. Attach all receipts. DATE OF EVENT PURPOSE OR OCCASION LOCATION TRAVEL* MEAL EXPENSE OTHER 2/2/10 CMSD Special Meeting CMSD 2/16/10 Sewer System Committee Meeting CMSD 2/20/10 Strategic Planning Workshop CMSD 2/25/10 CMSD Regular Board of Directors Meeting CMSD 't;an ne used Tor private auto as well as taxi, limo and air tare. H. Calculation 1. miles at 50.0 cents per mile (Current Rate) 2. Total meals 3. 4 days attendance at $ 221.00 per day (per Board policy) 4. Meeting 5. Other Conference/Event: Location: Per Ordinance No. 55, "Board members shall provide brief reports on meetings attended at public expense at the next regular Board meeting." (Operations Code, Section 3.01.035) (rev. 1/1/09) 884.00 Total = $884.00 Significant points learned of benefit to the District and its ratepayers: Director Signature: : i n D Costa Mesa' iitary District Expense Reimbursement Form for Directors Name: / �z I. Attach all receipts. DATE Of EVENT PURPOSE OR OCCASION LOCATION TRAVEL'' MEAL EXPENSE OTHER 42. Y+r— 60 Vx -� �1—e -uan oe usea tar private auto as.well as taxi, limo and air fare. II. Calculation 1. miles at 55:0 cents per mile (Current Rate) 2. Total meals 3. _ o days attendance at $ 221,00 per day Iper 9aavl policy) 4. Meeting 5. Other ConferencelEvent: Location: Per Ordinance No. 55, "Board members shall provide brief reports on meetings attended at public expense at the next regular Board meeting." (Operations Code, Section 3.01.035) (rav_ V M) Total = $ Significant points learned of benefit to the District and its ratepayers; L L i F m LL E v 0 0 O L �Q a N Costa M Sanitary District "K Expense rag K Expense Reimbursement Form for Directors Name: ✓ t V—P—MA/ L Attach all rwAdoW 'Can be used for Dry wo ea wd as taxi, Nmo and air fare. II. Calculation 1, miles al 50,0 Cents per mile 2. � Total meals 3. � days atlendance at; 221.00 per day fan sans polraj 4. Meeting 5. Other Conference/Event: Location: tier OrMnence No. W ' everd mefters shalt provide brief reports on rneetlnp attended iM public expense at the next regular. -Ekwd, mooting." 40peradons Code. Sector► 3.01.038) a Total = $1 _ 3a` •DO Significant points learned of benefit to the District and its rstepayera: Director Signature; P, m 6 a m m �0 n a D D Z C N -4 r r 0 3 m m r -I ' ' I A W MW 'Can be used for Dry wo ea wd as taxi, Nmo and air fare. II. Calculation 1, miles al 50,0 Cents per mile 2. � Total meals 3. � days atlendance at; 221.00 per day fan sans polraj 4. Meeting 5. Other Conference/Event: Location: tier OrMnence No. W ' everd mefters shalt provide brief reports on rneetlnp attended iM public expense at the next regular. -Ekwd, mooting." 40peradons Code. Sector► 3.01.038) a Total = $1 _ 3a` •DO Significant points learned of benefit to the District and its rstepayera: Director Signature; P, m 6 a m m �0 n a D D Z C N -4 r r 0 3 m m r CL h l N J i m E Ij M r D r Z) ci m 1-► ` Costa MM Ssnitsry District Expense ReWbursement Form for Directors flerrte: ,)! �� Y)WAI I. Aldch A recsldits. R-9- kf® -� -TQ *iJ 'Can be used to prhaft aWo I& well u wd. Sma and awl . Ii. Celeuletlen 1. J^ ftlee at 5QiQ t� per mile 2. Total meals 3. days aflwxk w at S 221.170 per day �ar'i"wa'o`o�ri 4. Macting 6. Other Conftirencevtivent: _ Location: per ordlralnoe tie. tom, ' 9eard members shell provide brief reports an ffWMse attended st public expense at the next ragulax Board. amwMug." (Opsratlom trade• Section MAX) W. SIAM $ <.00 i - m .t r m :♦i N I�1 p a - o n u 3 Total= $ S. d a SlgnMlcant points learned of benefit to the District and its retepsyers: r Director Signature: �(� - - -•- �- m WIT M, I� Ir r ". �� I. a 'Can be used to prhaft aWo I& well u wd. Sma and awl . Ii. Celeuletlen 1. J^ ftlee at 5QiQ t� per mile 2. Total meals 3. days aflwxk w at S 221.170 per day �ar'i"wa'o`o�ri 4. Macting 6. Other Conftirencevtivent: _ Location: per ordlralnoe tie. tom, ' 9eard members shell provide brief reports an ffWMse attended st public expense at the next ragulax Board. amwMug." (Opsratlom trade• Section MAX) W. SIAM $ <.00 i - m .t r m :♦i N I�1 p a - o n u 3 Total= $ S. d a SlgnMlcant points learned of benefit to the District and its retepsyers: r Director Signature: �(� - - -•- �- m r • ., Meeting Date Item Number 03/25110 I VII. NE WPOR T -MESA UNIFIED SCHOOL DISTRICT Paularino Elementary School Stacy deBoom, Principal sdeboom(a-nmusd.us March 4, 2010 Costa Mesa Sanitary District 628 W. 19`x' Street Costa Mesa, CA 92627 Attention: Joan Revak, Program Manager Dear Ms. P' evak, 1060 Paularino Avenue Costa Mesa, CA 92626 714- 424 -795 -C E N V E D MAR 0 8 2010 COSTA MESA SANiTARV CISIRICI On behalf of the students, teachers, and parents of Paularino Elementary School I would like to thank you for giving us the opportunity to participate in the 2010 Phone Book Recycling Program. Our school earned $300.00 this year which will help us to purchase many items to benefit our students at Paularino which we very much appreciate. Sincerely, Mrs. Stacy deBoom - Howard Principal March 5, 2010 Meeting Date Item Number 03125/10 VII. Ri IN r - Home of the, Knights! RECEIVED 2130 Santa Ana. Avenue, Costa. Mesa, CA 92627 MAR p 2010 (949) 515 =6950 Fax (949) 515 -6851 Website: http: //kaiser.nmusd.us COSTA MESA SANITARY DISTRICT, . Mr. Jim Ferryman, Director Board of Directors Costa Mesa Sanitary District 628 West 19th St Costa Mesa, CA 92627 Dear Mr. Ferryman, *Thank you for presenting the Costa Mesa Sanitary District's generous donation of $300.00 to Kaiser Elementary School at our Flag Deck Assembly today. Our students were happy to be part of the CMSD's telephone book recycling effort and will put donated money from this recycling project to good use in our classrooms. We look forward to a great school year here at Kaiser and your donation will certainly help usi S' cerely, rald A. Vlasic Principal Cc. Laura Boss, Director of District Communications Meeting Date Item Number 1 03/25/10 IX. A COSTA MESA ,$AN, TAYY DISTRICT Memorandum ...an Independent Special District To: Board of Directors From: Scott Carroll, General Manag 01!5� Date: March 25, 2010 Subject: Letter of Opposition to Independent Contractor Withholding Summary Some State senators were proposing a new revenue mechanism that would require hiring entities,, including local agencies, to withhold 3% of independent contractor's payments and remit that amount to the State Franchise Tax Board. The California Special Districts Association (CSDA) is recommending its members send an opposition letter to their state legislators. Staff Recommendation That the Board of Directors approves the attached opposition letter and directs staff to mail said letter to the Districts state legislators. Analvsis Last year, when the state legislature tried to submit a balance budget to the Governor, they included a new revenue mechanism that required independent contractors to withhold 3% of their earnings and remit this amount to the State. The Governor vetoed this provision in the budget. This year, the legislature is proposing the requirement of hiring entities, including local agencies, to withhold 3% of independent contractor's payments and remit that amount to the State's Franchise Tax Board. If the Governor signs this provision into the new budget, many local agencies, will have to change. their accounting system so that they can withhold 3% of independent contractor's payments.. Staff has learned that this proposal would only apply to government agencies that spend more than $100 million a year, so if the Governor signs the provision it would not apply to the District. Protecting our community's .heafth and the environment by providing soCufwaste and sewer coffection services. wzvw.crosdcagov Board of Directors ,March 25, 2010 Pape 2 of 2 CSDA recently reported that the legislature has given up on this proposal and it is no longer part of the current Senate budget package. However, CSDA is still encouraging its members to continue sending an opposition letter to the legislature in case the proposal is revived. Even though this proposal, as written right now, does not impact the District, there is chance it could be revised to impact smaller agencies like the District and reintroduced to the Governor. To demonstrate our support to CSDA and to other public agencies staff has drafted an opposition letter for the Board's consideration. Legal Review Not applicable Financial Review This is no financial impact for drafting and mailing the opposition letter. Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff Attachment: Opposition Letter Board of Directors Arlene Schafer Robert Ooten Gary Monahan Arthur Perry James Fertyman Costa Mesa Sanitian ... an Inbepem?ient Special District March 25, 2010 The Honorable Chuck DeVore California State Legislature State Capitol Room 4102 Sacramento, CA 94249 -0070 RE: Independent Contractor Withholding - OPPOSE Dear Assembly Member DeVore Address 628 W. 19th Street Arlene Schafer Costa Mesa, C9 President 92627 -2716 CC: Senate President Pro Tern Darrell Steinberg, 916 - 323 -2263 Senate Budget and Fiscal Review Committee, 916- 323 -8386 Republican Caucus Fiscal Consultant, 916 -322 -2100 CSDA, 916 -442 -7889 Printed on pmt" our COritmwutlJ''s ►leutul md 0 &[iJ1Y0}ti ied V✓ pro'uiJino "Gi nuste mJ wwa COffection sere x& Recycled Paper www.cros6ca.gov On behalf of the board members of the Costa Mesa Sanitary District], I am writing to oppose the staff proposal to impose three percent withholding on payments to independent contractors. The Costa Scott C. Carroll Mesa Sanitary District was formed id 1944 under the Sanitary District Act of 1923 and its boundaries General Manager encompass all of the City of Costa Mesa and portions of Newport Beach and unincorporated Orange County. The District is responsible for residential trash collection,, recycling and education and provides liquid waste collection and transmission to Orange County Sanitation District treatment plants. Robin B. Hamers This proposal imposes major new cost burdens on businesses and local governments to implement District Engineer and administer the three percent withholding on payments to independent contractors. Currently, (949) 631 -1731 special districts contract with hundreds of independent contractors on a daily basis, including, but not limited to, electricians, plumbers, grant writers, auditors, financial consultants, legal counsel, CEQA consultants, computer programmers, maintenance services and construction firms. Joan Revak Off ice Manager, The housing and economic crisis has severely impacted our district. Balancing our budget has "' 'rk of the District required planning, hard work and.difficult choices. In addition, we continually have to defend local revenues from state raids. Requiring special districts and all other local governments and businesses to change our accounting systems to accommodate the three percent withholding on independent Alan R. Burns contractors will cost millions of dollars that could be better spent on services and infrastructure Legal Counsel improvements. This proposal is a one -time revenue acceleration to the state and is merely another budget gimmick. In fact, recently, State Controller John Chiang reported that the state collected $1.28 billion more in Marcus D. Davis January tax revenues than projected and announced that California has enough cash to remain in Treasurer positive territory until July, even without further action by the Legislature. Although we recognize the severity of the state's budget deficit, we do not believe that the independent contractor withholding proposal will help bridge the gap. Furthermore, implementation of this proposal will only result in unrecoverable new costs to our district, ultimately hurting the constituents that both Phone you and our district serve. (949) 645 -8400 Fax For these reason, the Costa Mesa Sanitary District respectfully requests the legislature abandon this (949) 650 -2253 proposal. Sincerely, Address 628 W. 19th Street Arlene Schafer Costa Mesa, C9 President 92627 -2716 CC: Senate President Pro Tern Darrell Steinberg, 916 - 323 -2263 Senate Budget and Fiscal Review Committee, 916- 323 -8386 Republican Caucus Fiscal Consultant, 916 -322 -2100 CSDA, 916 -442 -7889 Printed on pmt" our COritmwutlJ''s ►leutul md 0 &[iJ1Y0}ti ied V✓ pro'uiJino "Gi nuste mJ wwa COffection sere x& Recycled Paper www.cros6ca.gov Board of Directors Arlene Schafer Robert Ooten Gary Monahan Arthur Perry James Ferryman Staff Scott C. Carroll General Alanager Robin B. Hamers District Engineer (949) 631 -1731 Joan Revak Office Manager Clerk of the District Alan R. Burns Legal Counsel Costa Mesa Sanity ]District ... an Inbepenbent Special District March 25, 2010 The Honorable Van Tran California State Legislature State Capitol Room 4130 Sacramento, CA 94249 -0068 RE: Independent Contractor Withholding - OPPOSE Dear Assembly Member Van Tran: On behalf of the board members of the Costa Mesa Sanitary District], I am writing to oppose the proposal to impose three percent withholding on payments to independent contractors. The Costa Mesa Sanitary District was formed in 1944 under the Sanitary District Act of 1923 and its boundaries encompass all of the City of Costa Mesa and portions of Newport Beach and unincorporated Orange County. The District is responsible for residential trash collection, recycling and education and provides liquid waste collection and transmission to Orange County Sanitation District treatment plants. This proposal imposes major new cost burdens on businesses and local governments to implement and administer the three percent withholding on payments to independent contractors. Currently, special districts contract with hundreds of independent contractors on a daily basis, including, but not limited to, electricians, plumbers, grant writers, auditors, financial consultants, legal counsel, CEQA consultants, computer programmers, maintenance services and construction firms. The housing and economic crisis has severely impacted our district. Balancing our budget has required planning, hard work and difficult choices. In addition, we continually have to defend local revenues from state raids. Requiring special districts and all other local governments and businesses to change our accounting systems to accommodate the three percent withholding on independent contractors will cost millions of dollars that could be better spent on services and infrastructure improvements. CC: Senate President Pro Tern Darrell Steinberg, 916 - 323 -2263 Senate Budget and Fiscal Review Committee, 916 - 323 -8386 Republican Caucus Fiscal Consultant, 916 -322 -2100 CSDA, 916 -442 -7889 #a «; Printed on Protecting our cD7i mwfft1J' rs " an 1�e emmulattent &N prmdmo "dnuste and seiner AeMmt semwm Recycled Paper YVww.crosbca.gov This proposal is a one -time revenue acceleration to the state and is merely another budget gimmick. Afarcus D. Davis In fact, recently, State Controller John Chiang reported that the state collected $1.28 billion more in Treasurer January tax revenues than projected and announced that California has enough cash to remain in positive territory until July, even without further action by the Legislature. Although we recognize the severity of the state's budget deficit, we do not believe that the independent contractor withholding proposal will help bridge the gap. Furthermore, implementation of Phone this proposal will only result in unrecoverable new costs to our district, ultimately hurting the (949) 645 -8400 constituents that both you and our district serve. Fax (949) 650 -2253 For these reason, the Costa Mesa Sanitary District respectfully requests the legislature abandon this proposal. Sincerely, Address 628 W. 19th Street Costa Mesa, CA 92627 -2716 Arlene Schafer President CC: Senate President Pro Tern Darrell Steinberg, 916 - 323 -2263 Senate Budget and Fiscal Review Committee, 916 - 323 -8386 Republican Caucus Fiscal Consultant, 916 -322 -2100 CSDA, 916 -442 -7889 #a «; Printed on Protecting our cD7i mwfft1J' rs " an 1�e emmulattent &N prmdmo "dnuste and seiner AeMmt semwm Recycled Paper YVww.crosbca.gov Costa Mesa Sani Dist rict ... an Inbepenbent Special District March 25, 2010 Board of Directors The Honorable Tom Harman Arlene Schafer California State Senate] Robert Ooten State Capitol Gary Monahan Sacramento, CA 94248 -0001 Arthur Perry RE: Independent Contractor Withholding - OPPOSE .Tames Ferrvman Dear Senator Harman: On behalf of the board members of the Costa Mesa Sanitary District], I am writing to oppose the proposal to impose three percent withholding on payments to independent contractors. The Costa Staff Mesa Sanitary District was formed in 1944 under the Sanitary District Act of 1923 and its boundaries Scott C. Carroll encompass all of the City of Costa Mesa and portions of Newport Beach and unincorporated Orange General Manager County. The District is responsible for residential trash collection, recycling and education and provides liquid waste collection and transmission to Orange County Sanitation District treatment plants. This proposal imposes major new cost burdens on businesses and local governments to implement Robin B. Hamers and administer the three percent withholding on payments to independent contractors. Currently, District Engineer special districts contract with hundreds of independent contractors on a daily basis, including, but not (949) 631 -1731 limited to, electricians, plumbers, grant writers, auditors, financial consultants, legal counsel, CEQA consultants, computer programmers, maintenance services and construction firms. .loan Revak The housing and economic crisis has severely impacted our district. Balancing our budget has Office Manager required planning, hard work and difficult choices. In addition, we continually have to defend local •rk of the District revenues from state raids.. Requiring special districts and all other local governments and businesses to change our accounting systems to accommodate the three percent withholding on independent contractors will cost millions of dollars that could be better spent on services and infrastructure Alan R. Burris improvements. Legal Counsel This proposal is a one -time revenue acceleration to the state and is merely another budget gimmick. In fact, recently, State Controller John Chiang reported that the state collected $1.28 billion more in January tax revenues than projected and announced that California has enough cash to remain in Marcus D. Davis positive territory until July, even without further action by the Legislature. Treasurer Although we recognize the severity of the state's budget deficit, we do not believe that the independent contractor withholding proposal will help bridge the gap. Furthermore, implementation of this proposal will only result in unrecoverable new costs to our district, ultimately hurting the constituents that both Phone you and our district serve. (949) 645 -8400 For these reason, the Costa Mesa Sanitary District respectfully requests the legislature abandon this Fax proposal. (949) 650 -2253 Sincerely, Address Arlene Schafer 628 IV 19th Street President Costa Mesa, CA 92627 -2716 CC: Senate President Pro Tem Darrell Steinberg, 916 - 323 -2263 Senate Budget and Fiscal Review Committee, 916- 323 -8386 Republican Caucus Fiscal Consultant, 916 - 322 -2100 CSDA, 916 - 442 -7889 4! 11 Printed on omy cO1t4m mtyl sand 0 ertvim me 6N providing solid waste wa sewer co(Iectiort services. Recycled Paper www.crosbca.gov Meeting Date Item Number 03/25/10 1 IX. B. COSTA MESA SAN, TAJU Di STRICT UT-m"Irs 7. , -0 W44- M I in To: Board of Directors From: Scott Carroll, General Mana Date: March 25, 2010 Subject: CSDA Legislative Days Summary. ...an Independent Special District On May 11 and 12, President Schafer, Director Ferryman and I .will be attending California Special Districts Association (CSDA) Legislative Days in Sacramento. On May 12, CSDA will be coordinating. meetings between California district officials and their state legislators. This is a good time to meet with our state legislators to discuss any concerns and /or issues we may have. Staff Recommendation That the Board of Directors: Approves President Schafer, Director Ferryman and the General Manager attending CSDA Legislative Days in Sacramento; and 2. Approves a list of topics, issues and /or concerns for President Schafer, Director Ferryman and the General Manager to discuss with District state legislators. Analvsis California state senators and assembly members represent constituents within his /her district at the state Capital. The Costa Mesa Sanitary District is a constituent to Senator Tom Harman (District 35) and Assemblyman Van Tran (District 68). They represent the District by serving our best interest in Sacramento. Attached is a flyer from CSDA on the importance to keeping good relations with our state legislators. Protecting our community's Health and the environment by providing sold waste and sewer coffection services. www.crosdcagov Board of Directors March 25, 2010 Page 2of3 If the Board desires to meet with our state legislators on May 12, 1 suggest we send our legislators, at least a week before our meeting, a list of discussion points we are interested in sharing with the senator and assemblyman. Giving our legislators advance notice of our topics will better prepare them to respond to our concerns and will encourage friendly and open dialogue between us. Below I have listed some possible discussion points: • State budget update. • Support passing the Local Taxpayer, Public Safety and Transportation Protection Act. • Supporting AB 2256 — Prohibiting consumer products from being labeled "flushable" if they do not meet certain criteria. • Opposing AB 815 — Public Contracts, Plans and Specifications (see attached opposition letters from the League of California Cities). • Opposing Independent Contractor Withholding. • Grand opening of the District's Yard. • Grants for sewer infrastructure. • Establishing bi- annual meetings with the senator and assemblyman. The list above are suggested topics for the Board to consider. The Board can modify the list anyway you deem fit. Legal Review Not applicable Financial Review The cost to send three District officials to the two day conference in Sacramento is estimated at $2,000. Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Do not send a list of discussion points to Senator Harman and Assemblyman Van Tran 2. Do not meet with Senator Harman and Assemblyman on May 12 3. Refer the matter back to staff Board of Directors March 25, 2010 Page 3 of 3 Attachment: A: CSDA Effective Advocacy B: AB 815 Opposition Letters from the League of California Cities Reviewed by: S Administrative Manager Effective Advocacy: Meeting with legislators in the district to address the issues that affect you. o ®od Some of you. already have met your-state legislators and some of you may know your state legislators well. In the era of term limits, it is important to meet with your state representatives frequently. As lawmakers take office, many do not know what a special district is, let alone which special districts are in their district. The more legislators know about the special districts they represent, the more educated they will be on state legislation that affect special districts. How do I make this meeting effective? The most effective advocacy is done in the legislator's district, thus this meeting should take place in the district. Legislators represent you, as their constituents, at the state Capitol and it is important that your legislator knows what is important to you. So what do you have to talk about with your state legislator? Here are some ideas: • Proposition IA and the effect of a suspension on your district. • Budgetary concerns. • A new change in your district. • Just a plain meet and greet and tour of the district's facilities. • Legislation that is important to your district, or an idea for future legislation. • Any local issues relaiing'to your district. How do I find out who my state legislators are? Your district is represented by a state Senator and state Assembly Member at the Capitol in Sacramento. You can fmd your Senator and Assembly Member by going to 1_attp:iiu �v��.leisla #ure.ca.gc>v, clicking on "Districts," and entering your address. How should I dress to meet with my state legislator? Dress is usually business casual to business formal. Where can I meet with my state legislator? A meeting can be set at a legislator's district office, or you can invite a legislator to your office or even to an event your district is hosting. Here's an example: Host a tour of your district, followed by a casual selection of breakfast pastries and coffee. OK, now I am ready. How do I set up a meeting? Simple. Call your legislator's district office and ask who does district scheduling for the Member. Ask how that person. prefers requests for meetings. Usually, offices prefer a fax request. Prepare a quick "request for meeting" letter and make sure to include where, when, why and who to contact in your office to set up the meeting. The CSDA Legislative Department offers assistance in setting up a meeting with your state legislators. Contact Iris Herrera, legislative analyst, at 916.442.7887 or iris, Ad nvdaa. net for details. . L EAG E .OF CITIES April 13, 2009 The Honorable Fiona Ma California State Assembly,. 12'h District State Capitol Building, Room 2176 Sacramento, CA 95814 1400 K Street, Suite 400 • Sacramento, California 95814 Phone: 916.658.8200 Fax: 916.658.8240 www.cacities.org RE: AB 815 (Ma). Public Contracts. Plans and Saecifications. Notice of Opposition Dear Assembly Member Ma: The League of California Cities respectfully opposes AB 815, which would require public agencies to bear the full burden for providing full, complete and accurate plans and specifications, including cost estimates, before entering any contract for a public works project. In addition to being premature, this legislation represents a major shift in public contracting policy to the detriment of local public agencies, including cities, counties, and school districts. The question of public agencies' liability for providing fair, complete and accurate plans is currently under review by the California Supreme Court in the case of Los Angeles Unified School Dist. v. Great American Insurance Co. (2008) 163 Cal.App.41h 944. California appellate courts have split decisions on prior cases between placing the burden on the public agencies or the contractor. The review by the Supreme Court will give definition and direction to the current public contracting statues as it applies to local public agencies. The League favors maintaining the status quo with the current roles and responsibilities of public agencies and contractors. Current public contract .code, as established by AB 1314 (Pescetti; 1999), states that no public agency may hold a contractor responsible for inaccurate or incomplete plans on which they are bidding. Also, the public agency may require the contractor to review the plans and request corrections from them to their best ability, should errors be found, prior to submitting a bid. Public contracting is a collaborative process wherein a public agency and contractor partner together to identify omissions or changes to the provided plans .and specifications. In fact, public agencies rely upon the expertise of contractors, who are professionals in their field and in the best position to notify a public agency if project plans may be incomplete or inaccurate. AB 815, however, would essentially absolve contractors from their responsibilities within this review process, turning the now collaborative process on its head and obligate the public agency to bear the full burden for any errors. Under AB 815, a contractor would have little incentive to report any omissions to a public agency prior to submitting a bid, as they could recoup any costs resulting from errors in the plan through costly change orders. Meanwhile, the public agency would be held liable for the added expense and for the lack of due diligence on the part the contractor. -- More -- Proponents of AB 815 and related legislation maintain that public entities should be held strictly liable for plans and specifications on public projects. Neither current state statute nor recent court rulings support imposing such a burden on local agencies. AB 815 would create the unreasonable standard of requiring a public agency to provide full, complete and accurate plans when those public agencies themselves cannot require the same professional standards from the contractors. For these reasons, the League opposes AB 815. If you have any questions about the League's position on this bill, please do not hesitate to contact me at 916- 658 -8249. Sincerely, Jennifer Whiting cc: Chair and Members, Assembly Judiciary Committee Mark Redmond, Consultant, Assembly Republican Caucus Ann Schmidt, Consultant, Governor's Office of Planning and Research LEAGUE CITIES May 19, 2009 The Honorable Fiona Ma California State Assembly, 120' District State Capitol Building, Room 2176 Sacramento, CA 95814 1400 K Street, Suite 400 • Sacramento, California 95814 Phone: 916.658.8200 Fax: 916.658.8240 www.cacities.org RE: AB 815 (Ma). Public contracts: biddine Procedures: legislative intent. (As amended 5118109) Notice of Opposition Dear Assembly Member Ma: The League of California Cities appreciates your recent amendments to your Assembly Bill (AB) 815, which replaces language that would make statutory changes to Public Contract Code Section 1104 with intent language regarding the California Supreme Court case of Los Angeles Unified School District. v. Great American Insurance Co. (2008). However, the League maintains our opposition to AB 815 because it is premature and simply unnecessary. AB 815 should not move forward until the court's ruling can give definition and direction to the public contracting code. It is prudent for the court to make its decision before the state seeks to address amendments to the current statutes. For these reasons, the League remains in opposition to AB 815. Please do not hesitate to contact me if you have any questions at 916- 658 -8249. Sincerely,,`. • tst> ��1;�� Jennifer Whiting Legislative Representative cc: The Honorable Karen Bass Mark Redmond, Consultant, Assembly Republican Caucus Ann Schmidt, Consultant, Governor's Office. of Planning and Research Meeting bete Item Number i 03/25/10 IX. c. COSTA MESA SANiTAXy DisTRxT Memorandum To: Board of Directors From: Scott Carroll, General Mana Date: March 25, 2010 ...an Independent Specia(District Subject: Supporting the Local Taxpayer, Public Safety and Transportation Act Summary A major effort is underway to collect more than 1.1 million signatures to ensure.a ballot measure meets the required 694,354 valid signatures needed to qualify a state constitutional amendment for the November 2010 ballot, The California Special Districts Association (CSDA), which is a key partner to the Act, is recommending local governments pass a resolution endorsing the constitutional amendment Staff Recommendation That the Board of Directors adopts the attached resolution in support of the Local Taxpayer, Public Safety and Transportation Protection Act of 2010. Analysis If CSDA and their coalition are successful in gathering the necessary signatures and if the voters approve it in November, the Act will prevent Sacramento from borrowing local government revenues. The new law will close the loop holes in Prop 1A, that was passed in 2004. When Prop 1A was passed it protected local government revenues from being raided by the state, but Prop 1 A allowed the Governor to borrow money from various local government revenue sources when the state is in a budget crisis. The new initiative will close this loop by forbidding the state to borrow from levy taxes, redevelopment money and transit funds. Legal Review District Counsel has reviewed and approved the attached resolution. Protecting our community's keadth and the environment by providing solid waste and sewer co1kction services. www.crosdcagov Board of Directors March 25, 2010 Page 2 of 2 ° Financial Review There is no fiscal impact for adopting the resolution. Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Do not adopt the resolution Attachment: A: Resolution Review by: Alan R. Burns District Counsel Meedng Date Item Number 03JM U IX. C. CMSD RESOLUTION NO. 2010-776 IN SUPPORT OF THE LOCAL TAXPAYER, PUBLIC SAFETY, AND TRANSPORTATION PROTECTION ACT OF 2010 WHEREAS, California voters have repeatedly and overwhelmingly passed separate ballot measures to stop State raids of local government funds, and to dedicate the taxes on gasoline to fund transportation improvement projects; and WHEREAS, these local government funds are critical to provide the police and fire, emergency response, parks, libraries, and other vital local services that residents rely upon every day, and gas tax funds are vital to maintain and improve local streets and roads, to make road safety improvements, relieve traffic congestion, and provide mass transit; and WHEREAS, despite the fact that voters have repeatedly passed measures to prevent the State from taking these revenues dedicated to funding local government services and transportation improvement projects, the State Legislature has seized and borrowed billions of dollars in local government and transportation funds in the past few years; and WHEREAS, this year's borrowing and raids of local government, redevelopment and transit funds, as well as previous, ongoing raids of local government and transportation funds, have lead to severe consequences, such as layoffs of police, fire and paramedic first responders, fire station closures, stalled economic development, healthcare cutbacks, delays in road safety improvements, public transit fare increases and cutbacks in public transit services; and WHEREAS, State politicians in Sacramento have continued to ignore the will of the voters, and current law provides no penalties when state politicians take or borrow these dedicated funds; and WHEREAS, a coalition of local government, transportation and transit advocates recently filed a constitutional amendment with the California Attorney General, called the Local Taxpayer, Public Safety, and. Transportation Protection Act of 2010, for potential placement on California's November 2010 statewide ballot; and WHEREAS, approval of this ballot initiative would close loopholes and change the Constitution to further prevent State politicians, in Sacramento from seizing, diverting, shifting, borrowing, transferring, suspending or otherwise taking or interfering with tax revenues dedicated to funding local government services, including redevelopment, or dedicated to transportation improvement projects and mass transit. THEREFORE, BE IT RESOLVED that the Costa Mesa Sanitary District formally endorses the Local Taxpayer, Public Safety, and Transportation Protection Act of 2010, a proposed constitutional amendment. BE IT FURTHER RESOLVED that we hereby authorize the listing of the Costa Mesa Sanitary District in support of the Local Taxpayer, Public Safety, and Transport ation Protection Act of 2010 and instruct staff to fax a copy of this resolution to campaign offices at 916.442.3510. PASSED AND ADOPTED this AYES: NOES: ABSENT: Secretary Costa Mesa Sanitary District day of , 2010 by the following vote: E President Costa Mesa Sanitary District STATE OF CALIFORNIA ) COUNTY OF ORANGE ) SS CITY OF COSTA MESA ) I, Joan Revak, Clerk of the Costa Mesa Sanitary District, hereby certify that the above and foregoing Resolution No. 2010 -776 duly and regularly passed and adopted by said Board of Directors at a regular meeting thereof held on the 25th day of March 2010. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Costa Mesa Sanitary District, this day of 2010. Clerk of the Costa Mesa Sanitary District 3 Meetin Date Item Number 03/25/10 IX. D. COSTA M�;sA SANiTART DisTRicy Memorandum To: Board of Directors From: Scott Carroll, General Manager Date: March 25, 2010 Subject: District Website Update Summary ... an Independent Special District Staff will provide the Board with an update for restoring District's website Staff Recommendation The Board of Directors receives and files this report. Analysis In mid January 2010, Staff learned the District's website was out of service. After repeated attempts to contact Visual Perspectives Internet, Inc. (VPI), the consultant who constructed and hosted the District's website, Staff learned VPI suffered personal and financial setbacks and closed the company. According to VPI, VPI informed all of their clients would need to find a new company to host the District website. District Staff did not receive such notice. To complicate matters, Staff could not obtain from VPI a backup copy of the District's website. A backup would have enabled Staff to restore the website quickly by finding a new host, but because there is no backup Staff has to rebuild the website. To date, a webpage was created at www.crosdca.gov identifying basic information to the public such as District office location and hours of operation. On February 25, the Board authorized Staff to spend up to $15,000 to rebuild the District's website. After reviewing several proposals, Staff selected Computer Masters to rebuild and host the website. Hopefully, by the time you read this report, a contract with Computer Masters will have been fully executed and work has begun. Staff anticipates the website will be up and running again by May 2010. Protecting our community's health and the environment by providing solid waste and sewer coffection services. zvuyw.crosdcagov s Board of Directors March 25, 2010 Page 2 of 2 Legal Review Not applicable Financial Review The cost to rebuild the District website is $12,236. 50% of the funding will be appropriated from the Solid Waste Fund and the remaining 50% will be appropriated from the Liquid Waste Fund. Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to Staff Reviewed by: Sherry Kallab Administrative Manager i Meeting Date Item Number i 03/25/10 IX. E.. COSTA MESA SANiTAxy Dis"icT Memorandum To: . Board of Directors ... an Independent Speciaf District Via: Scott Carroll, General Manag r From: Thomas A. Fauth, Operations Manager C4V64*- Date: March 25, 2010 Subject: CMSD Yard Security Acquisition Report Summary This report summarizes the need to acquire an alarm system for the yard at this stage in the construction process instead of after the yard building is built. Staff Recommendation The Board of Directors approve the Greater Alarm Company proposal to coordinate with the yard contractor, Howard S. Wright, install a turn -key Intrusion Alarm System, Video Surveillance System, Card Access System and Visitor Entry System & Fire Alarm Monitoring to ensure increased control over building access, risk and theft. Analysis 1. Greater Alarm was the only responsive bidder to the .CMSD Staff request for quote on the District yard alarm system at a cost of $25,554.95 and monthly monitoring fees of $29.95. 2. UPS Security Systems was non-responsive. 3. Bay Alarm Systems and ADT both would not offer quotes for security until after the building was completely built. Legal Review None Protecting our community's health and the environment by providing solid waste andsewer coffection services. unvw.crosdcagov Board of Directors March 25, 2010 Paae2of2 Financial Review The .Greater Alarm Security System Cost may be funded Contingency funds. This security system consumes $25,554.9 5 $200,044 leaving a balance of $174,489.05 in contingency funds.. Committee Recommendation from the Building of the remaining Staff recommends approving security system with building acquisition contingency funds during the construction of the GMSD Yard, expected to be completed by May 25, 2010. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to Staff for more information. 2. Not fund the CMSD Yard security system and place the site at great risk of vandalism and theft. 3. Install the security system at a later date increasing installation costs. 4. Fund the security system with the balance of the previously approved and unused gas line line -item, using $25,554.95 of the remaining available $37,000. Financial Reviewed by: Sherry Kallab Administrative Manager • Meeting Date Item Number 02/25/10 X. A. COSTA MESA SANITARY DISTRICT RECYCLING COMMITTEE AGENDA Monday, March 25, 2010 12:00 p.m. Costa Mesa Sanitary District 628 W. 191h Street Costa Mesa, California (Directors Ooten and Monahan) I. Recycling Committee Goals for 2009 -2010 ® II. Orange County Waste & Recycling Sub - Regional Meetings, Funding & Grant Program III. Styrofoam (Polystyrene) Ban IV. CR &R Report on Other Agencies Recycling Programs V. Report on Other CMSD Recycling Programs VI. Public Comments VII. Next Meeting Date — April 19, 2010 Dated: March 18, 2010 Clerk of the District • Meeting Date Item Number 03/25/10 XI. A. COSn MESA SAN, za�YDrsrRrcr Memorandum To: Board of Directors ... an Independent Special District Via:. Scott Carroll, General Manager From: Robin B. Harriers, Dist ngineer Date: March 25, 2010 Subject: . Inflow Reduction Program Summary The State Water Resources Control Board and the Orange County Sanitation District require agencies to develop programs that prevent Infiltration and Inflow (1 /1) from entering sewer systems. This report is an update of the. District's Inflow Reduction Program. Staff Recommendation The Board of Directors receives and files this report. Analysis Infiltration is ground water entering into sewer lines through cracks and/or separated joints. After recently televising the District's system, the system was found to be in good condition with no measureable infiltration. Inflow is surface water entering from manholes or from illegal connections. The District's Inflow Reduction Program is an attempt to reduce the amount of surface water entering the sewer system. Staff believes plugging and sealing manholes is the best course of action to prevent inflow; however, not all manholes are plugged and sealed in order to allow the sewer system to function properly. District staff divided the entire District into thirds and the Maintenance Supervisor and two construction inspectors were each assigned one - third. Each of the three is responsible for plugging and sealing manholes located in vee gutters in alleys, Protecting our community's heath and the environment by providing solid waste and sewer coffection services. www.crosdcagov Board of Directors March 25, 2010 Page 2 of 3 manholes within 5' -10' of curb and gutter, manholes in streets known to flood during rain events, manholes on private property subject to inflow so long as permission from the property owner is obtained, and any other manholes subject to inflow. Additionally, the three attempt to locate illegal connections of backyard or parking lot storm water into the sewer followed by working with the property owners to terminate the connections. To date, staff has plugged and sealed additional manholes bringing the total to approximately 1,500 manholes sealed out of approximately 4,646 manholes District wide. An additional proactive step is the arrangement with National Plant Services (NPS) to completely seal the vent holes, pick hole, and the open space between the ring and cover at no cost to the District if done during the regular maintenance cleaning operation. This will occur during NPS's forthcoming cleaning effort. In order to quantify the results of the District's Inflow Reduction Program, the District Engineer prepares charts comparing pumping station run times during rain events with run times during dry weather to calculate the total Inflow into the system. Attached are the six charts prepared to date along with a Rainfall Summary Chart summarizing the estimated inflow into the entire District system and the cost to .00SD. The cost information was obtained from information OCSD included in their Cooperative Projects Grant Program in 2005. As shown in the chart, 1/1 is a costly concern for OCSD, and the costs indicate successful CMSD efforts may result in large savings to OCSD. CMSD staff is coordinating its effort with the Orange County Sanitation District and is continuing its public education of the importance of preventing storm water from entering the sanitary sewer. In response to a CMSD Director's insightful request, comparison of 2003 versus 2010 pumping station run times was performed to determine whether. general water conservation education and measures has resulted in a decrease in flows. Some water districts report a 15% decrease in use, although a decrease in irrigation use such as watering the lawn less or washing cars less often will not result in less wastewater in the sewer system. Nevertheless, a general comparison of 2003 and 2010 pumping station run times does indeed disclose a reduction in wastewater of approximately 15 %. Legal Review None Financial Review The Board of Directors previously approved funds for the inspection staff to perform their portion of the Inflow Reduction Program during the 2009 -2010 fiscal year. The proposed 2010 -2011 Capital Improvement Program includes funds for continuing this program for the winter season beginning October 2010. Board of Directors March 25, 2010 Page 3 of 3 Committee Recommendation The Sewer System Committee reviewed this item on March 16, 2010. The Committee received and filed this report with no further comments. Public Notice Process Copies of this report are on file with the entire agenda packet at District headquarters. Alternative Actions 1. Refer the matter back to staff for more information Attachments: Rainfall Charts (6) and Rainfall Summary Chart .A B C D 1 RAIN SATURDAY 3/15/03 3.0 "/24 HR. 2 3 Pumping Station Add'I Pumping Time (Min.) Rate (GPM) Adjusted Net Gallons 4 5 Adams 94 500 47,000 6 7 Aviemore Terrace 0 45 0 8 . 9 California 42 160 6,700 10 11 Canyon 151 800 99,700 12 13 Corporation Yard 68 85 5,780 14 15 Elden 224 3,750 455,302 16 17 Gisler 0 250 0 18 19 Harbor 133 1,700 104,750 20 21 Iowa 14 150 2,100 22 23 Irvine 161 1,200 193,018 24 25 Mendoza 580 820 475,500 26 27 President 180 400 72,000 28 29 Santa Ana 128 1,430 115,927 30 31 Sea Bluff 74 110 8,100 32 33 South Coast Plaza 0 460 0 34 35 Victoria 82 785 64,400 36 37 Westbluff 130 100 - 13,000 38 - - -- — 39 19th 0 100 0 40 41 21st 51 675 34,323 42 43 23rd 122 550 67,376 44 45 46 1.77 MGD A B C D 1 RAIN TUESDAY 12/08/09 1.30 " /24 HR. 2 3 Pumping Station Add'I Pumping Time (Min.) Rate (GPM) Adjusted Net Gallons 4 5 Adams 10 500 5,000 6 7 Aviemore Terrace 5 45 225 8 9 California 0 269 0 10 11 Canyon 20 800 15,775 12 13 Corporation Yard 0 85 0 14 15 Elden 13 3,750 26,750 16 17 Gisler 47 250 11,750 18 19 Harbor 40 1,660 50,625 20 21 Iowa 0 150 0 22 23 Irvine 0 1,500 0 24 25 Mendoza 180 875 157,500 26 27 President 15 634 9,510 28 .29 Santa Ana 15( ?) 1,430 22,000( ?) 30 31 Sea Bluff 0 110 0 32 33 South Coast Plaza 0 _460 0 34 35 Victoria 40 785 31,400 36 37 Westbluff 0 160 0 38 39 19th 0 100 0 40 41 21st 14 825 11,550 42 43 23rd 40 550 22,000 44 45 _ 46 Rev. 1/20/10 0.37 MGD A B C D 1 RAIN MONDAY 1/18/10 2.44 " /24 HR. 2 3 Pumping Station Add'I Pumping Time (Min.) Rate (GPM) Adjusted Net Gallons 4 5 Adams 101 500 50,500 6' 7 Aviemore Terrace 16 45 720 8 9 California 15 269 4,035 10 11 Canyon 96 800 76,080 12 13 Corporation Yard 90 85 7,650 14 15 Elden 189 3,750 665,850 16 17 Gisler 74 250 18,500 18 19 Harbor 175 1,660 213,700 20 21 Iowa 4 150 600 22 23 Irvine 0 1,500 0 24 25 Mendoza 282 830 234,060 26 27 President 110 634 69,740 28 29 Santa Ana 0( ?) 1,430 0( ?) 30 31 Sea Bluff 0 110 0 32 33 South Coast Plaza 100 460 46,000 34 35 Victoria 143 785 112,255 36 37 Westbluff 0 160 0 38 39 19th 223 100 22,300 40 41 21st 61 825 50,325 42 43 23rd 78 550 42,900 44 .45 46 1/21/2010 1.62 MGD A B C_ D 1 RAIN WEDNESDAY 1/20/10 1.40 " /24 HR.. 2 3 Pumping Station Add'I Pumping Time (Min.) Rate (GPM) Adjusted Net Gallons 4 5 Adams 96 500. 48;000 6 7 Aviemore Terrace 0 45 0 8 9 California 16 269 4,304 10 11 Canyon 34 800 25,660 12 13 Corporation Yard 0 85 0 14 15 Elden 106 3,750 260,550 16 17 Gisler 140 250 35,000 18 19 Harbor 56 1,660 65,760 20 21 Iowa 14 150 2,100 22 23 Irvine 55 1,500 82,500 24 25 Mendoza 113 830 931790 26 27 President 0 634 0 28 29 Santa Ana 14 1,430 0 30 31 Sea Bluff 14 110 1,540 32 33 South Coast Plaza 0 460 0 34 35 Victoria 48 785 37,680 36 37 Westbluff 0 160 0 38 . 39 19th 0 100 0 40 41 21st 43 825 35,475 42 43 23rd 99 550 54,450 44 45 46 1/29/2010 0.75 MGD q B C D 1 RAIN SATURDAY 2/6/2010 1.97 " /24 HR. 2 3 Pumping Station Add'I Pumping Time (Min.) Rate (GPM) Adjusted Net Gallons 4 5 Adams 121 500 60,500 6 7 Aviemore Terrace 0 45 0 8 9 California 10 269 2,690 10 11 Canyon 115 800 88,400 12 13 Corporation Yard 0 85 0 14 15 Elden 274 3,750 722,600 16 17 Gisler 134 250 33,500 18 19 Harbor 162 1,660 180,520 20 21 Iowa 0 150 0 22 23 Irvine 149 1,500 223,500 24 25 Mendoza 1153 830 126,990 26 27 President 94 .634 59,596 28 29 Santa Ana 0 1,430 0 30 31 Sea Bluff 8 110 880 32 33 South Coast Plaza 0 460 0 34. 35 Victoria 115 785 90,275 36 37 Westbluff 17 160 2,720 38 39 19th 0 100 0 40 41 21st 104 825 85,800 42 43 23rd 148 550 .81,400 44 45 46 _ 3/10/2010 1.76 MGD A B C D 1 RAIN FRIDAY 2/26/2010 1.18 " /24 HR. 2 3 Pumping Station Add'I Pumping Time (Min.) Rate (GPM) Adjusted Net Gallons 4 5 Adams 0 500 0 6 7 Aviemore Terrace 0 45 0 8 9 California 0 269 0 10 11 Canyon 0 800 0 12 13 Corporation Yard 0 85 0 14 _ 15 Elden 0 3,750 0 16 17 Gisler 0 250 0 18 , 19 Harbor 0 1,660 0 20 21 Iowa 0 150 0 22 23 Irvine 0 1,500 0 24 25 Mendoza 0 830 0 26 27 President 0 634 0 28 29 Santa Ana 0 1,430 0 30 31 Sea Bluff 0 110 0 32 33 South Coast Plaza 0 460 0 34 35 Victoria 0 785 0 36 37 Westbluff 0 160 0 38 39 19th 0 100 0 40 41 21st 0 825 0 42 _ 43 23rd 0 550 0 44 45 46 3/10/2010 0.00 MGD Rain' ' Summary Chart Date Rain Total Inflow @ 20 P.S. Highend Projected Inflow Potential Cost to District Wide OCSD @ $0.113 /Gat Sat. 3/15/03 3.00 " /24 HR. 1.77 MGD 6.66 MGD $ 753,000 Tues. 12/08/09 1.30 " /24 HR. 0.37 MGD 1.32 MGD $ 149,000 Mon. 01/18/10 2.44 " / 24 HR. 1.62 MGD 5.87 MGD $ 663,000 Wed. 01/20/10 1.40 " /24 HR. 0.75 MGD 2.57 MGD $ 290,000 Sat. 02/06/10 1.97 " /24 HR. 1.76 MGD 6.39 MGD $ 722,070 Fri. 02/26/10 1.18 " /24 HR. 0.00 MGD 0.00 MGD 0.00 Rainfall Summary Chart Date Rain Total Inflow @ 20 P.S. Highend Projected Inflow otential Cost Saving to OCSD if District Wide riflow Eliminated @ $0.90 /Gal . i Sat. 3/15/03 3.00 " /24 HR. 1.77 MGD 6.66 MGD $ 5,994;000 Tues. 12/08/09 1.30 " /24 HR. 0.37 MGD 1.32 MGD Mon. 01/18/10 2.44 " / 24 HR. 1.62 MGD 5.87 MGD Wed. 01/20/10 1.40 " /24 HR. 0.75 MGD 2.57 MGD Sat. 02/06/10 1.97 " /24 HR. 1.76 MGD 6.39 MGD Fri. 02/26/10 1 1.18 " /24 HR, 0.00 MGD 0.00 MGD Meeting Pate_ I Item Number 03/25/10 1 XI. B. CoSTA ME-SA SANiTART DisnKT Memorandum To: Board of Directors ...an Independent Specia[District Via: Scott Carroll, General Mana From: Robin B. Harriers, District Engineer Date: March 25, 2010 Subject: Report on Bid Sewer Work Summary Staff is providing the. Board with an update of recently occurring bid sewer work with a value less than $15,000. Staff Recommendations That the Board of Directors accepts and files this report. Analvsis The CMSD Operations Code requires specific actions when sewer work valued at less than $15,000 is completed. Section 4.05.020(b) reads as follows: "(b) Public Works Contracts Under $15,000 and Related Services. For public works contracts that have a dollar amount below Fifteen Thousand Dollars ($15,000) and for services related thereto, the following procedures shall be utilized (i) The Manager /District Engineer shall use his best efforts to have the work done in the best interests of the District. (ii) The Manager /District Engineer shall report at the next regular Board meeting, or as soon thereafter as practical, the fact that the work had been authorized and shall report on the general nature of the work performed, which firm or person was awarded the work, and regarding his efforts to secure a favorable price for the District. (iii) "Related services" shall include, but not be limited to, televising of sewer conditions, engineering services to outside companies, and other services directly related to the sewer system and its appurtenances (Ord. 45, 2004)" Protecting our community's health and the environment by providing solid waste and sewer collection services. www.crosdr-agov Board of Directors March 25, 2010 Page 2 of 3 Sewer Main in Back Yard Easement Along Indus Street The District owns and operates a 10" sewer main located in an easement in the backyards of properties on Indus Street. The District currently cleans the line by using extended hose lengths from each end of the line. However, the interior manholes have been covered over by the residents and tree roots have impacted the sewer line and manholes. A contractor is needed to raise the manholes to grade so CMSD Staff can enter the line and remove the interfering roots. Because the manholes are located in backyards where extensive improvements are located and because there is insufficient side yard room to utilize vehicles, the work must be accomplished by hand digging. The contractor must, therefore, perform the work on the exterior of the manhole with limited tools and equipment. CMSD crews will follow up the contractor's work by making a confined space entry into. the manholes and cutting and removing the interfering roots. The Maintenance Supervisor requested informal bids from the following contractors for the work: 1. John Dickens 2. Manhole Adjusters 3. EBS 4. Mike Kilbride, Ltd. Only Mike Kilbride, Ltd. responded with a proposal and was selected for the work at a cost of $14,900. Mike Kilbride, Ltd. is a local contractor who has an ongoing emergency services agreement with the District. Adiusting Sewer Manholes to Grade The District is responsible for adjusting its sewer manholes to grade whenever a street owner such as the City of Costa Mesa, City of Newport Beach, County of Orange, or CalTrans performs street repaving. Additionally, CMSD staff monitors all 4,646 CMSD sewer manholes for wear and tear and stability under traffic loads, and replaces rings and covers when appropriate. The District must presently adjust 21 sewer manholes and the Maintenance Supervisor requested informal bids, from the following two contractors: 1.. Manhole Adjusters 2. EBS Only Manhole Adjusters responded with a proposal at $440 per manhole after which CMSD staff negotiated the price down to $430 per manhole for a total cost of $9,030. Board of Directors March 25, 2010 Paae 3 of 3 Legal Review None Financial Review The contract to raise the manholes to grade in the backyard of Indus Street (Mike Kilbride, Ltd.) will cost $14,900. The cost to adjust 21 sewer manholes (Manhole Adjusters) will cost $9,030. All of the above described work is budgeted under Project #164 Miscellaneous Sewer Work and adequate funds are available. Committee Recommendation The Sewer System Committee will be reviewing this item on March 16, 2010. Any recommendations from the committee* will be presented to the Board at tonight's meeting. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff for more information. Financial Review by: Sherry Kallab Administrative Manager • • III. IV. V. VI. VII. VIII. IX. X. meeting Data I Item Number o3r�sn o xll. a SEWER SYSTEM COMMITTEE AGENDA March 16, 2010,10:30 a.m. Costa-Mesa Sanitary District 628 W. 19th Street Costa Mesa, California Directors Monahan, Ooten and Ferryman Monthly Spill Statistics CMSD Inflow Reduction Program A. Update on Staff Efforts — District -Wide Area Investigation — Rainfall Data B. Response to Orange County Fairgrounds CMSD Map Upgrades /Geographical Information System (GIS) /CMMS - Update SCADA Upgrade Status (Project #183 -3) - Update CMSD Sewer Cleaning/CCTV Program - Update WDR Training Seminar 2 -18-10 - "Construction Inspection" CMSD Projects: A. Project #101 — Westside Pumping Station Abandonment B. Project #129 — Bristol Street Sewer C. Project #164 — Miscellaneous Sewer Work D. Project #171 — Irvine Pumping Station Force Main Rehabilitation E. Project #183 — System -Wide Sewer Repair F. Project #183 -2 — Bristol street North of Randolph G. Project #186 — Sewer Lateral Assistance Program H. Project #187 — District Yard Other Next Meeting: 4-13-10,10:30 a.m. Public Comments Dated: March 8, 2010 Clerk of the District ` Meeting Data Item Number SAt`� 1 03/25/10 -- I XIII. A. J COSTA MESA SANITAgU DISTRICT .....an Independent Specia[Distikt Memorandum To: Board of Directors Via: Scott Carroll, General Manager From:" Marc Davis, District Treasurer Date: March 25, 2010 Subject: Budget Adjustment for Rehabilitation of Transferred Sewers Summa The Orange County Sanitation District (OCSD) previously transferred ownership of 6 sewers to Costa Mesa Sanitary District (District). In addition, OCSD provided the District $1,300,000 to offset the cost of repairs to the transferred lines. This budget adjustment provides funding for the design work associated with the improvements. Staff Recommendation Approve budget adjustment in the amount of $48,800 to provide funding for design work associated with the transferred lines. Analysis The scope of design work includes preparing plans and specifications for the recoating of manhole interiors, re- working channels and manhole. bottoms, grinding off OCSD's name from manhole covers, replacing manhole frames and covers, adjusting manholes to grade, excavating and removing and replacing the sewer line where the major sag occurs in South Coast Drive easterly of Harbor Boulevard, obtaining easements for sewers on private property, repairing a sink hole over one of the sewers, and other Miscellaneous work. The District Engineer estimates the total cost of this design work to be $48,800. Adequate funds are available from the contribution from OCSD for the repair of the transferred sewer lines. The budget adjustment is as follows: Board of Directors March 25, 2010 Page 2 of 2 Account Proj 189 — Rehabilitation of 6 Sewers Transferred to CMSD Reserved for Improvement to Transferred Sewer Lines Legal Review Legal review is not required. Financial Review Account Number 20- 200889 -4300 20- 000000 -2907 Increase Decrease $48,800 $48,800 OCSD provided $1,300,000 for the improvement of 6 sewers transferred to the District. This is the first appropriation from these funds. After this appropriation, there will be $1,251,200 remaining to be appropriated. Committee Recommendation Committee recommendation is not required. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Do not appropriate funds and defer design work to a later time 2. Refer the matter back to staff 2 CHAIR PETER HERZOG Councilmember City of Lake Forest VICE CHAIR JOHN MOORLACH Supervisor 2r' District VICE CHAIR PETER HERZOG Councilmember City of Lake Forest CHERYL BROTHERS Councilmember City of Fountain Valley BILL CAMPBELL Supervisor 3` District ARLENE SCHAFER Director Costa Mesa nitary District SUSAN WILSON . Representative of General Public JOHN WITHERS Director Irvine Ranch Water District ALTERNATE PAT BATES Supervisor S` District ALTERNATE PATSY MARSHALL Councilmember City of Buena Park ALTERNATE DEREK J. MCGREGOR Representative of General Public ALTERNATE CHARLEY WILSON Director Santa Margarita Water District JOYCE CROSTHWARE 0utive Officer Meeting Date Item Number LOCAL AGENCY FO 03JA 1 I%. XV. D. 1. ORANGE COUNTY DATE: February 25, 2010 RECEIVED TO: General Managers MAR 0 12010 Independent Special Districts COSTA MESA SANITARY DISTRICT FROM: Joyce Crosthwaite, Executive Officer SUBJECT: Independent Special Districts of Orange County ( ISDOC) Selection Committee Meeting The regular special district seat and the alternate special district seat on the Orange County Local Agency Formation Commission will expire on June 30, 2010. They are presently held by Commissioner John Withers and Commissioner Charley Wilson. The Independent Special Districts of Orange County ( ISDOC) Special District Selection Committee will meet to fill this position on Thursday, April 29, 2010 in conjunction with ISDOC's quarterly meeting. The LAFCO Executive Officer will accept nominations for both the regular and alternate special district position. Nominations must be received by LAFCO no later than 3:00 p.m. on Monday, April 19, 2010. Nominations received will be included in the informational packet sent to each district prior to the election. A copy of the ISDOC "Rules of Procedure" is attached. Please forward the enclosed notice and nomination forms to the presiding officer from your district. As stated in the notice, if the presiding officer from your district will be unable to attend the ISDOC quarterly meeting on May 29, the board may designate another member to attend and cast your district's vote. Proof indicating board action for the designation must be provided to LAFCO's Executive Officer prior to voting at the ISDOC meeting. If you have any questions or concerns, please feel free to contact me at (714) 834 -2556 or by email (jcrosthwaite@oclafco.org). 12 Civic Center Plaza, Room 235, Santa Ana, CA 92701 (7 14) 834 -2556 • FAX (7 14) 834 -2643 http.,//www.oclafco.org • INDEPENDENT SPECIAL DISTRICT SELECTION COMMITTEE RULES OF PROCEDURE adopted February 10, 1994 �:MmTnqi M. Each member of the Selection Committee shall be entitled to one vote for each independent special district of which he or she is the presiding officer (or alternate board member selected by the district's board). Each member shall provide written authorization (such as resolution or minute excerpt) at the time of registration. Each voting member shall register and sign a declaration of qualification. The member will then be given ballots and other voting materials. B. Ouor Members representing a majority of the eligible districts shall constitute a quorum. Before calling the meeting to order, the chair shall verify that a quorum has registered and is present. C. Nomination Independent special districts may submit nominations for the regular member positions and the alternate-* position. Such Nominations shall be submitted on forms to be prepared by the Executive Officer and may be accompanied by resumes [and other written material] if desired. ALL NOMINATION FORMS MUST BE RECEIVED BY THE EXECUTIVE OFFICER ON OR BEFORE 5:00 P,M. ON THE 10TH DAY PRIOR TO THE DATE OF THE ELECTION MEETING. The Executive Officer will distribute a copy of the nominations and accompanying materials to each member at least five (5) days prior to the date of the election meeting. D. Voting Voting shall be conducted separately for each position. A candidate must receive a majority of the votes cast in order to be elected. In the event no candidate receives a 2010 NOMINATION FORM Candidates for the Local Agency Formation Commission ( LAFCO) 0 CANDIDATE INFORMATION FOR REGULAR SPECIAL DISTRICT MEMBER: NAME: TITLE: DISTRICT: ❑ Check box if resume or statement of qualifications is attached. CANDIDATE INFORMATION FOR ALTERNATE SPECIAL DISTRICT MEMBER: NAME: TITLE: DISTRICT: ❑ Check box if resume or statement of qualifications is attached. • SPECIAL DISTRICT SELECTION COMMITTEE MEMBER SUBMITTING NOMINATION (Must be the presiding officer or a designated alternate board member.) 01 SIGNATURE: TITLE: DISTRICT: DATE: Nominations must be submitted to LAFCO prior to 3:00 p.m. on Monday, April 19, 2010. Nominations received will be included in the information packet sent to each district prior to the election. Return completed forms to: Esther Garcia - Negrete Orange County LAFCO 12 Civic Center Plaza, Room 235 Santa Ana, CA 92701 U • • FA Ron No I /roman :r CCI ►lJ $F NINE Mr• LIrr MOr. a %O • U� C ■onalk, 1 ■rrrrrr\ _, CSDA DATE: TO: FROM: SUBJECT: Meeting Date Item Number 03/25/10 XV. E. 1. RECEIVED MAR 0 11010 COSTA MESA SANITARY DISTRICT February 26, 2010 CSDA Voting Member Presidents and General Managers CSDA Elections and Bylaws Committee CSDA BOARD OF DIRECTORS CALL FOR NOMINATIONS SEAT B The Elections and Bylaws Committee is looking for Independent Special District Board Members or their General Managers who are interested in leading the direction of the California Special Districts Association for the 2010 -2013 term. The leadership of CSDA is elected from its six geographical regions. Each of the six regions has three seats on the Board with staggered 3 -year terms. Candidates must be affiliated with an. independent special district that is a CSDA regular member located within the geographic region that they seek to represent. (See attached Region Map) The CSDA Board of Directors is the governing body responsible for all policy decisions related to CSDA's member services, legislative advocacy, education and resources. The Board of Directors is crucial to the operation of the Association and to the representation of the common interests of all California's special districts before the Legislature and the State Administration. Commitment: Serving on the Board requires one's interest in the issues confronting special districts statewide. A board member is expected to attend all board meetings held every other month, usually on the second Friday of the month, at CSDA's office in Sacramento. Besides serving on the Board, each Board Member is expected to participate on at least one committee, which usually meets 3 -4 times a year in Sacramento. CSDA reimburses directors for their related expenses for Board and Committee meetings as outlined in Board Policy. In addition, all Board Members are expected to attend CSDA's two annual events: Special Districts Legislative Days (held in the spring) and the Annual Conference (held in the fall) as part of their obligation to the CSDA membership; expenses for these two events are not reimbursed by CSDA, even if a board meeting or committee meeting is held in conjunction with the event. Nomination Procedures: Any regular member Independent Special District is eligible to nominate one person, a board member or managerial employee (as defined by that district's Board of Directors), for election to the CSDA Board of Directors. A copy of the member district's resolution or minute action must accompany the nomination. The deadline for receiving nominations is May 28, 2010. Nominations and supporting documentation may be mailed or faxed. • Nominees will receive a Candidate's Packet in the mail. The packet will include campaign guidelines. CSDA will mail ballots on June 11. The ballots must be received by CSDA no later than 5:00 p.m. August 6 and must be the original ballot (no faxes or e- mails). The successful candidates will be notified no later than August 10. All selected Board Members will be introduced at the Annual Conference in Newport Beach, CA in September. Region 1 Seat B Region 2 Seat B Region 3 Seat B Region 4 Seat B Region 5 Seat B Region 6 Seat B Expiring Terms (See enclosed map for regional breakdown) Alan Schoenstein, McCloud Community Services District Ginger Root, Eastside Rural County Fire Protection District* Sherry Sterrett, Pleasant Hill Recreation & Park District* Sandy Young, Stallion Springs Community Services District* John Fox, Goleta Sanitary District* Arlene Schafer, Costa Mesa Sanitary District* (* = Incumbent is running for reelection) If you have any questions, please contact Diana Zavala at 877 - 924 -CSDA or dianazgcsda.net. 0 U CALIFORNIA SPECIAL DISTRICTS ASSOCIATION BOARD OF DIRECTORS NOMINATION FORM PLEASE BE SURE THE CANDIDATE'S PHONE NUMBER IS ONE WHERE WE CAN REACH THE CANDIDATE Name of Candidate: District: Mailing Address: Region: (see attached map) Telephone: Fax- E-mail: Nominated by (optional): Return this form and a Board resolution /minute action supporting the candidate by fax or mail to: CSDA Attn: Diana Zavala 11121 Street, Suite 200 Sacramento, CA 95814 (916) 442 - 7887/(916) 442 -7889 fax DEADLINE FOR RECEIVING NOMMA77ONS —Ma 28,-20.10 D& _ .. Yolo Region 5 FI.Doradp Norte Jim Acosta, Saticoy Sanitary District Phil Schoefer, Western Shasta RCD James Kchnen,Alaineda County Mosquito AD . Siskiyou Modoc Sonoma Napa Shasta Lassen . ` Sacramento Humbolt - Trinity . olano Ginger Root, Tuxedo Country Club FPD Tim Unruh, Kern County Cemetery District No.t Tehama , Merin Sandy Young, Stallion Springs CSD Arlene Schafer, Costa Mesa Sanitary District '•Sin Plumes.. :,loaquin , Yuba '.Mono Qlann. Butte ' Mendocino SierFa Sutter evada ' Alameda Colu §8. •' San Francisco Leke Placer Amedor Santa $ a Board of Directors by Region San Bernardino 9Kn Oioge 1 mvwW ■ egions • 01 a Region 1 Yolo Region 5 FI.Doradp Stanley Caldwe !I,.ML View Sanitary District Jim Acosta, Saticoy Sanitary District Phil Schoefer, Western Shasta RCD James Kchnen,Alaineda County Mosquito AD Alpine Alan Schoenstein, McCloud CSD Sonoma Napa Region 2 Region 4 Region 6 Sacramento Adrienne (Ann) Mathews, Kern County WaterAgency olano Ginger Root, Tuxedo Country Club FPD Tim Unruh, Kern County Cemetery District No.t Calaveras Merin Sandy Young, Stallion Springs CSD Arlene Schafer, Costa Mesa Sanitary District '•Sin Tuolumne' :,loaquin , '.Mono Contra Costa Alameda San Francisco tanislau ' Mariposa San Mateo Santa Clara Santa Cruz Madera San Fresno Benito 3 hti,D Monterey Tulare Kings San Luis Obispo Kam Santa Bertram Ventura Los Angeles Orange Board of Directors by Region San Bernardino 9Kn Oioge 1 mvwW ■ egions • 01 a Region 1 Region 3 Region 5 Mark Bryant Garberville Sanitary District Stanley Caldwe !I,.ML View Sanitary District Jim Acosta, Saticoy Sanitary District Phil Schoefer, Western Shasta RCD James Kchnen,Alaineda County Mosquito AD Jack Curtis, Ojai Valley Sanitary District Alan Schoenstein, McCloud CSD Sherry Sterrett, Pleasant Hill RPD John Fox, Goleta Sanitary District Region 2 Region 4 Region 6 hloelle Mattock, El Dorado Hills CSD Adrienne (Ann) Mathews, Kern County WaterAgency Dewey Ausmus, North County Cemetery District Ginger Root, Tuxedo Country Club FPD Tim Unruh, Kern County Cemetery District No.t Jo MacKenzie, Vista Irrigation District Pete Kampa, Tuolumne Utilities District Sandy Young, Stallion Springs CSD Arlene Schafer, Costa Mesa Sanitary District 0 California Association of Sanitation Agencies A SPRING CONFERENCE April 28-30,2010 Newport Beach Marriott 900 Newport Center Drive Newport Beach, Calffornia 92660 USA Phone: 1-949-640-4000 Fax: 1-949-640-5055 Our Mission Statement The mission of the California Association of Sanitation Agencies is to provide leadership, advocacy and information to our members, legislators, and the public, and to promote partnerships on clean water and beneficial reuse issues that protect public health and the environment. n -- President's Message Dear CASA Members: CASA will be heading to the Newport Beach Marriott this April for its Spring 2010 conference. The CASA Program Committee, responsible for developing the education program and associated activities met twice prior to the event. The first meeting is held at the end of the previous conference and a subsequent conference call was held to finalize sessions and speakers. The Program Committee includes Executive Board leaders, committee chairs and staff who are committed to continuing to offer up to date sessions on clean water, beneficial reuse and climate change are just a few but all are focused on protecting public health and the environment. I am confident in saying that the Program Committee has again outdone itself with the upcoming program: Included in this conference are: • U.S. Congressman Ken Calvert has been invited to give the keynote address on Friday morning; • CASA's team of experts will offer the latest information on state and federal legislative activities, and regulatory and legal affairs; and • A special offsite reception at the San Joaquin Nature Wildlife Sanctuary is scheduled for Thursday afternoon. Come experience this unique wildlife wetland with colleagues. Bus transportation will be provided. Please join me on Wednesday evening to officially kick off the conference with the President's Welcome Reception. On Thursday, delegates will be briefed on current activities of CASA and the Executive Board at the conference luncheon. There are some exciting initiatives the Executive Board has undertaken or considering in the near future! I hope to see you in Newport Beach, where we can network with fellow colleagues and share information about your local clean water agency. Until then, best regards, and please don't hesitate to call the CASA office with questions about the conference. Sincerely, Ronald E. Yo g, CA President L Hotel Information Newport Beach Marriott 900 Newport Center Drive Newport Beach, California 92660 USA Phone: 1.949.640.4000 Fax: 1.949.640.5055 CASA Room Information: • Room Rates: $179 single /double /triple /quad (tax not included) • Check -in: 4:00 p.m. • Check -out: 12:00 p.m. • Cut -off Date: Monday, April 5, 2010 • Pets not allowed • This hotel has a smoke -free policy • On -site self parking, fee: $10 daily Reservations: • Online and phone reservations will be accepted. • A dedicated booking website has been created for CASA's Spring Conference. CASA guests will be able to make, modify and cancel their hotel reservations online, as well as take advantage of any room upgrades, amenities or other services offered by the hotel. • To preview the website, please click the following link: hft ps:Hresweb. passkey.com /Resweb.do? mode= welcome_ei_new &eventl D= 1931909 • Housing /Reservations Contact: Phone: 1- 506 - 474 -2009 / 1- 800 - 266 -9432 Closest Area Airports Orange County /John Wayne - SNA Phone: 1.949.252.5200 Hotel direction: 5 miles SW Driving directions: Turn right on MacArthur Blvd. Turn right on Jamboree Rd. Left on Santa Barbara. Hotel will be on the right as you go up the hill. This hotel does not provide shuttle service. Alternate transportation: Best Transportation (Town Cars /Limos): reservation required Bus service, fee: 5.50 USD (one way) Estimated taxi fare: 18.00 USD (one way) WEDNESDAY APRIL 28, 2010 7:00 a.m. —12:00 p.m. CSRMA Training Seminar ....................... ............................... 9:00 a.m. — 5:00 p.m. Registration ....................... ............................... 8:30 a.m. —12:00 p.m. CASA Budget and Executive Board Meetings ....................... ............................... Lunch — On Your Own .... ............................... 12:30 p.m. —1:45 p.m. State Legislative Committee Work Group Meeting ............... ............................... 2:00 p.m. — 3:15 p.m. Federal Legislative Committee Work Group Meeting 3:00 p.m. — 5:00 p.m. Joint Directors and Managers Meeting Directors Vice Chair Jerry Gilmore, Truckee Sanitary District Managers Chair Kevin Hardy, Encina Wastewater Authority 2009 ACHIEVEMENT AWARD WINNERS 3:05 p.m. — 3:20 p.m. The End of Contract Operations at FSSD- Organizational Innovation, Talyon Sortor, Fairfield- Suisun Sewer District 3:25 p.m. — 3:40 p.m. Aeration Air Renovations — 2009 Technical Achievement, Ba T. Than, Central Contra Costa Sanitary District 3:45 p.m. — 4:00 p.m. Solar Energy Facility — Outstanding Capital Project, E.J. Shalaby, West County Wastewater District 4:00 p.m. — 5:00 p.m. — Through the Looking Glass II: Due Diligence in the Evaluation of Tiered Employee Benefit Programs Can your agency sustain the status quo? In this second installment of CASNs series on controlling employee retirement and health benefits, our panel will discuss the political, legal and human considerations in play when evaluating whether or not a tiered employee benefit program can enhance the long -term sustainability of your organization. ....... ............................... 4:00 p.m. — 5:30 p.m. Associates Committee Meeting ........ 6:00 p.m. — 7:00 p.m. President's Welcome Reception THURSDAY APRIL 29, 2010 7:00 a.m. — 8:00 a.m. Back Bay Wake up Fun Walk/Run Join Roland Williams, Castro Valley Sanitary District, for an hour of physical fitness. Meet in the hotel lobby ................. ............................... 8:00 a.m. — 9:00 a.m. Continental Breakfast ................. ............................... 8:00 a.m. — 5:00 p.m. Registration ................................................. ..............................: 8:00 a.m. —12:00 p.m. - TECHNICAL SESSIONS 8:00 a.m. — 9:30 a.m. WATER ISSUES FORUM Chair Ben Horenstein, East Bay Municipal Utility District • Wet Weather Panel 9:45 a.m. —10:45 a.m. LAND ISSUES FORUM Chair Mike Sullivan, Los Angeles County Sanitation Districts Vice Chair Ruben Robles, Sacramento Regional County Sanitation District • Biosolids Program Report Greg Kester, CASA Biosolids Program Manager • Challenges to Compost Giveaway Programs — The San Francisco Experience Natalie Sierra, San Francisco Public Utilities Commission 11:00 a.m. —12:00 p.m. AIR ISSUES FORUM Chair Lisa Rothbart, Orange County Sanitation District • Odor Identification and Response • Climate Change Update by Jackie Kepke, Program Manager California Wastewater Climate Change Group 12:00 p.m. —1:15 p.m. - CONFERENCE LUNCHEON *President's Welcome •Proposed 2010 -2011 Budget • ......................... ............................... 1:30 p.m. — 4:30 p.m. - GENERAL SESSION 1st Vice President Barbara Hockett presiding 1:30 p.m. — 2:00 p.m. CASA's Stateviride Image Campaign 2:00 p.m. — 2:45 p.m. The Battles of the Budget and the Ballot 2:45 p.m. — 3:00 p.m. Break 3:00 p.m. — 4:30 p.m. Fundamentals of Rate Setting Policies & Practices Moderator. • Mark Cornelius, Law Office of Mark Cornelius Panel • Joan Arneson, Bowie, Arneson, Wiles & Giannone • John Bakker, Meyers Nave • Reed Schmidt, Bartle Wells Associates 5:00 p.m. — OFF -SITE RECEPTION You're Invited to the San Joaquin Nature Wildlife Sanctuary http:Hwww.seaandsageaudubon.ora/SJWSIsiws.htm Meet in lobby, bus transportation provided. Special Thanks to Irvine Ranch Water District for arranging the event and to our Associates Committee for underwriting the transportation. Not far from the Newport Beach Marriott is the San Joaquin Wildlife Sanctuary. The Irvine Ranch Water District has restored and enhanced the largest coastal freshwater wetlands reserve in Southern California. The Marsh campus includes several new and renovated historical buildings including the Audubon House Tours will be available. ........................... ............................... 5:30 p.m. — 7:30 p.m. CSRMA Executive Board Meeting FRIDAY APRIL 30, 2010 7:30 a.m. — 9:00 a.m. CSRMA Board of Directors Meeting ................................... ............................... 7:30 a.m. — 9:00 a.m. CASA Executive Board Meeting 8:00 a.m. —12:00 p.m. Registration 8:00 a.m. — 9:00 a.m. Closing Breakfast 9:00 a.m. —12:00 p.m. - GENERAL SESSION President Ronald E. Young presiding 9:00 a.m. —10:30 a.m. Legislative and Regulatory Reports • Regulatory Report • Federal Legislative Committee Report • Washington, D.C. Report • State Legislative Committee Report • State Lobbyist Report 10:30 a.m. —11:30 a.m. Keynote Speaker The Honorable Ken Calvert, U.S. Congressman, 44th District (invited) The 44th District encompasses western Riverside County including the cities of Riverside, Corona, Norco and Jurupa; and parts of Orange County including San Clemente and San Juan Capistrano. Rep. Calvert continues to serve on the House Appropriations Committee and is a member of the Energy and Water Subcommittee, the Interior and the Environment Subcommittee and the Homeland Security Subcommittee. 11:30 a.m. —12:00 p.m. • President's Report • Executive Director's Report • Proposed Budget Fiscal Year 2010 -2011 • Recap of Standing Committee Reports • Closing Remarks • Conference Adjourn ................... ............................... 12:00 p.m. —1:00 p.m. Program Planning Meeting Chair Jim Kelly, Central Contra Costa Sanitary District 12:00 p.m. — 4:00 p.m. Attorneys Committee Meeting Chair Mark Cornelius, Law Office of Mark Cornelius California Association of Sanitation Agencies A SPRING CONFERENCE April 28-30,2010 Newport Beach Marriott Form - please select the appropriate bp'x @Jhd complete information - REGISTER BY FRIDAY, APRIL 16. First Name: Last Name: Nickname: Tttle: Agency /Finn: Guest First Name: Guest Last Name: ❑ Delegate $425 ❑ Wednesday only $105 ❑ Thursday only $215 ❑ Friday only $105 First Name: Last Name: Nickname: Title: Agency /Firm: Guest First Name: Guest Last Name: ❑ Delegate $425 ❑ Wednesday only $105 ❑ Thursday only $215 ❑ Friday only $105 First Name: Last Name: Nickname: Title: Agency /Firm: Guest First Name: Guest Last Name: ❑ Delegate $425 ❑ Wednesday only $105 ❑ Thursday only $215 ❑ Friday only $105 -. Fees No. of Delegates include all functions x $425 = No. of Delegates, Wednesday only x $105 = No, of Delegates, Thursday only x $215 = No. of Delegates, Friday only x $105 = No. of Attorneys for Committee Meeting only x $100 = No. of Guests includes Receptions and Breakfast functions: x$ 65= No. of Guests for Conference Luncheon only X$ 50= Total: L_Payrnent Method ❑ Online registration with credit card: visit us at www.casaweb.org and click on "Conferences" — Visa and MasterCard accepted online Purchase Order #: Mail check - Check #: IMPORTANT • $25 cancellations fee on or before Friday, April 16, 2010 • No refund for late cancellations after Friday, April 16, 2010 - Send a colleague if you can not attend, please notify the office • The off site Reception and Fun Run/Walk are included in the registration fee Make checks payable to: CASA 1215 K Street, Suite 2290 Sacramento, CA 95814 tel: (916) 446 -0388 fax: (916) 231 -2141 • • • f CSRMA Risk Management Seminar at CASA... Sponsored by: California Sanitation Risk Management Authority (CSRMA) Sessions and Topics 7:00 - 8:00 a.m. Catered Breakfast .......................................................................... ............................... 8:00 - 9:00 a.m. CSRMA'S **NEW** BEST RECOMMENDED PRACTICES FOR SEWER COLLECTION SYSTEM MANAGEMENT CSRMA is pleased to announce the CSRMA Best Recommended Practices for Sewer collection System Management! These practices are unique in that each can be tied to past overflows or backups, meaning that they are loss based risk control practices. Additionally, the State Water Resources Control Board is using these to help develop audit guidelines for their inspectors to use when conducting Sanitary Sewer Management Plan audits later this year. Come and see how your agency can help reduce the frequency and severity of overflows and backups by implementing these loss -based risk control practices for your collection system. - David Patzer, CSRMA Risk Control Advisor ....................................................................... ............................... 9:00 - 9:10 a.m. Break 9:10 -10:10 a.m. WORKERS' COMPENSATION IS AN EVER- CHANGING PLAYING FIELD. Participants will learn what is new in workers' compensation for 2010 and ways CSRMA Member agencies can contain costs. Participants will learn about which laws changed in 2010, the benefits of joining the CSRMA Medical Provider Network (MPN) and how they can make a difference in keeping their workers' compensation costs down. Donna Townsend of PD1 will share with us the results and cost savings the MPN has provided to CSRMA. - Heather Truro, CSRMA Worker's Compensation Advisor - Donna Townsend, RN, BSN, CPDM, PHN, Chief Strategy Officer For Professional Dynamics, Inc ....................... 10:10 -10:20 a.m. Break 10:20 a.m. -12:00 p.m. EMPLOYMENT LAW UPDATE FOR PUBLIC ENTITIES Keeping pace with the latest changes and developments in employment law is your best defense in today's litigious workplace! A survey conducted by the Society for Human Resource Management reveals that more than half of employers have been sued in employment- related cases. It is more critical than ever to have the knowledge necessary to comply with federal and state employment laws to prevent costly and time- consuming litigation. - Michael Blacher, Liebert Cassidy Whitmore, CSRMA's Employment Practices Hotline service provider t .11 When Wednesday, April 28, 2010 7:00 a.m. -12:00 p.m. (registration and catered breakfast begins at 7:00 a.m) Where Newport Beach Marriott Newport, CA (April CASA Conference Location) Phone: 949.640.4000 Cost The seminar is free to all CSRMA members. There will be a nominal fee of $50 for all non - CSRMA members (Cash or check only, payable to CSRMA either in advance or at the door). How to register Registration via the CSRMA web site at: http.,Ilwww.sipeonfinetraining.com/Csrma/ ViewSeminars.cfm Questions Please contact David Patzer, CSRMA Risk Control Advisor at losscontrol @sbcglobal.net or at 707.373.9709. Please Note: It is important we have an accurate headcount prior to the date of the seminar to ensure that lunch is available for those attending the semi- nar. Please take a moment to pre- register if you plan to attend. ......... ................... ............................... Meeting Date Item Plumber 03!25/10 XVII. A To: Board of Directors ...an Independent SpeciaCDis t Via: Scots Carroll, General Mana From: Joan Revak, Office Manager /Clerk of the District Date: March 25, 2010 Subject: Plaque Honoring Ed Fawcen, Costa Mesa Chamber of Commerce CEO Sasry mart On April 19, 2010, the Mesa Verde Golf Classic will be held to raise money for Costa Mesa youth sports through Costa Mesa United. Ed Fawcett, CEO of the Costa Mesa Chamber of Commerce will be honored for his longstanding work to better our community. Staff Recommendation In recognition of Ed's outstanding, dedicated service and leadership to the City of Costa Mesa, Staff recommends Board approval for purchasing a plaque to honor Ed on behalf of the Costa Mesa Sanitary District. Legal Review Not required. Financial Review Total cost of the plaque is $150 to $200, depending on the number of characters on the plaque. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Plaque Honoring Ed Fawcett, Costa Mesa Chamber of Commerce CEO Page 2 Alternative Actions 1. Prepare a proclamation to be framed at a cost of approximately $25.00 2. Do not approve Financial Review by: Sherry Kallab Administrative Manager I otalENCE S leftV�C PRESENTED TO ED FAWCETT In recognition and appreciation for outstanding, dedicated service and leadership to the City of Costa Mesa, including 18 years as President and Chief Executive Officer of the Costa Mesa Chamber of Commerce Board of Directors Costa Mesa Sanitary District April 2010 r � =R Meeting Date Item Number 03/25/10 XVII.6.. COSTA MESA SA�I7tllj�'DI,SZ'I�ICZ Memorandum To: Board of Directors From: Scott Carroll, General Manager Date: March 25, 2010 ... an Independent Special District Subject: Special Meeting for Draft Strategic Plan Summary A special meeting is needed to review the draft Strategic Plan because the Board's regular meeting, April 22, conflicts with the District consultant's schedule. Staff Recommendation The Board of Directors approve scheduling a special meeting to review the draft Strategic Plan. Analysis On February 20, 2010, the Board of Directors held a special workshop to develop a five year Strategic Plan. The Board approved the mission, vision and core values of the organization, along with approving several strategic elements. In the days following the workshop, Staff developed strategic goals that are tied to the plan elements. In addition, performance measurements were developed to help determine if the strategic plan objectives were achieved or not. A draft plan is ready for review and discussion by the Board. The next regular scheduled Board meeting is April 22; however, the District consultant, BHI Management Consultant, has a conflict with April 22. A special meeting is needed to receive comments and /or suggestions from the Board so that Staff can incorporate the changes into the final draft version. The final draft is expected to be presented to the Board for approval on May 27, 2010. Protecting our community's health and the environment by providing solidwaste and sewer collection services. wwwxmsdcagov Board of Directors March 25, 2010 Page 2 of 2 Legal Review Not applicable Financial Review There are no financial impacts for scheduling a special meeting Committee Recommendation Not applicable Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to Staff Meeting Date Item Number 03/25/10 1 XVII. C. ` yS, CO MESA SAN, T DISqRICT an Independent Specia(District Memorandum To: Board of Directors Via: Scott Carroll, General Manage From: Joan Revak, Office Manager /Clerk of the District Date: March 25, 2010 Subject: 39' Annual SWANA Western Regional Symposium Summary The 39th Annual SWANA Western Regional Symposium is being held in San Luis Obispo April 19 —22, 2010. Staff Recommendation Staff recommends Board approval for AJ Cully, Program Assistant to attend the conference. Analysis The Conference features many technical sessions that will be beneficial to District Staff, including the following: Food Waste Composting: Reaching for the High Hanging Fruit of Organic Recycling Waste Conversion Technology Special Wastes — "Be Paint Wise Partnership: Creating Product Stewardship for Paint and Implementing the Mercury Thermostat Recycling Act" . Tour of the Cold Canyon Landfill Legal Review Not required. 39th Annual SWANA Western Regional Symposium Page 2 Financial Review. Total cost of the Symposium including registration, hotel, meals, rental car and gas is approximately $1,100.00. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff 2. Do not approve Financial Review by: Sherry Kallab Administrative Manager Meetin Date Item Number 03/25/10 XVII. D. COSTA MESA SAN, A-(krYDrsz�rcr Memorandum To: Board of Directors ... an Independent Special District Via: Scott Carroll, General Mania From: Joan Revak, Office Manager /Clerk of the District Date: March 25, 2010 Subject: City Clerks Association of California Annual Conference Summary The City Clerks Association of California. Annual Conference is being held in Ventura April 27 -30, 2010. Staff Recommendation Staff recommends Board approval for Joan Revak, District Clerk and member of the City Clerks Association of California, to attend the Conference. Analysis The Conference offers the District Clerk the opportunity to network with City /District Clerks throughout the State of California and gain knowledge about practices of other cities /districts. Session topics include eDiscovery, Electronic Public Records for the Custodian of Records Social Media in the 21" Century — Trends, Who's Doing What & Best Practices and Legal Issues The City Clerk's Role as a Public Information Officer Better Laws — Better Government: Using the Legislative Process to Improve Local Government Legal Review Not required. City Clerks of California Annual Conference Page 2 Financial Review Total cost of the Conference including registration, hotel, meals and mileage is approximately $1,200.00, and was included in the 2009 -2010 District budget. Public Notice Process Copies of this report are on file with the entire agenda packet at District Headquarters. Alternative Actions 1. Refer the matter back to staff 2. Do not approve Financial Review by: Sherry Kallab Administrative Manager