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Agenda Packets - Board - 2002-03-18sAN174jty �-. 000 .� a Dist-inct U .... o f s y %....ozow mesa La, nitta, ""�W ... an Independent Speciaroialict Phone (714) 754 -5043 Fax (714) 432 -1436 Web Address wwwci.costa- mesa.ca.us Mailing Address P O. Box 1200 Costa Mesa, CA 92628 -1200 Street Address 77 Fair Drive Costa Mesa, CA 92626 -6520 Board of Directors Arlene Schafer Greg Woodside Art Perry James Ferryman Dan Worthington 41a Printed on Recycled Paper NOTICE OF SPECIAL MEETING MARCH 18, 2002 The Board of Directors of the Costa Mesa Sanitary District will meet on Monday, March 18, 2002 at 12:00 p m. in Conference Room 1A of the Costa Mesa Civic Center, 77 Fair Drive, Costa Mesa, California. I. CMSD Management and Engineering Succession Plan II. Identify CMSD as Independent Special District III. Resolution Supporting E -Waste Regional Grant Funding IV. SDRMA Education Day — Thursday, April. 4, 2002 V. Change of Regular. Meeting Time for April. 11, 2002, Board of Directors Meeting VI. Schedule Study Session for April 2002ts��,�, r ; VII. Public Comments Dated: March 15, 2002 Jovw/ R evak/ Clerk of the District AGENDA CMSD MANAGEMENT& ENGINEERING SUCCESSION PLAN I. Existing Manpower Arrangement A. Organization Flow Chart B. Robin B. Hamers & Assoc., Inc. /CMSD Agreement C. Job Descriptions CMSD Resolution 92 -523 Manager CMSD Resolution 92 -524 District Engineer D. City /District Agreement - City responsibilities E. Weekly time spent by Manager; less than 20 hrs /wk. per Board direction F. Recommend meetings w /Manager & Assistant Manager to review Manager responsibilities G. Recommend including Assistant Manager in day to day actions for familiarity II. Proposed Manpower Arrangement A. Organization Flow Chart B. Interim replacement; permanent replacement; RFP option C. Selection of Manager preferred by Board; City follow -up actions D. Four person engineering team 1. Engineering; Michael Benesh, Yefim Tsalyuk 2. Inspection; Paul Guzman 3. Administration; Joan Popick (ALAN BURNS ATTORNEY EXISTING CMSD ORGANIZATIONAL FLOW CHART 5 MAN FIELD CREW DENISE GILBERT PERMIT PROCESSING SPECIALIST BOARD OF DIRECTORS ROBIN B. HAMERS MANAGER TOM FAUTH ASSISTANT MANAGER JOAN REVAK CLERK OF THE DISTRICT 4� ROBIN B. HAMERS, INC. CIVIL ENGINEERS INSPECTORS, SURVEYORS DEBBIE BJORNSON PERMIT PROCESSING SPECIALIST Aoo �vrr- MARC PUCKETT, TREASURER M, RESOLUTION N0. f. 23 A RESOLUTION OF THE BOARD OF DIRECTORS OF COSTA MESA SANITARY DISTRICT ADOPTING CLASSIFICATION CHARACTERISTICS, QUALIFICATIONS AND JOB DESCRIPTION FOR DISTRICT MANAGER FOR THE DISTRICT. THE BOARD OF DIRECTORS OF THE COSTA MESA SANITARY DISTRICT DOES HEREBY RESOLVE AS FOLLOWS: That WHEREAS, DISTRICT has employed a new Manager and deems it in the best interest of MANAGER and DISTRICT to establish a job description including classifi- cation characteristics and qualification guidelines for the convenience of both DISTRICT and MANAGER; NOW THEREFORE, BE IT RESOLVED that the document entitled Costa Mesa Sanitary District Manager attached to THIS RESOLUTION as Exhibit "A" be hereby adopted. s 9� PASSED AND ADOPTED this,21th day of August, 1992. P sident of the Board of Directors s a Mesa Sanitary District ATTEST: Secretary 7 . COSTA MESA SANITARY DISTRICT DISTRICT MANAGER DEFINITION Under general direction of the Board of Directors, plan, manage and evaluate Sanitary District operations; coordinate work with District and City staff and various contractors and vendors; administer the integrated waste management plan and recycling programs; and do other work as required. REPORTS TO Sanitary District Board of Directors PROVIDES DIRECTION TO Clerk of the District, Permit Specialist and contract staff; provides policy direction to Sanitation employees through Streets Superintendent and Director of Public Works /City Engineer CLASSIFICATION CHARACTERISTICS This is a contract management position which serves the Board of Directors of the Sanitary District. This position oversees and coordinates District operations through the work of City staff, contractors, commercial haulers, urban recycling centers and other vendors and representatives. The position establishes and revises District policies, agreements, administrative practices and billing procedures given broad guidance by the Board of Directors and technical advice by contract advisors. The position presents and evaluates District budget expenditures; the preparation of accounting statements and investment of District revenues are the responsibility of the City's Director of Finance /City Treasurer. The District Manager represents the Board of Directors in interactions with City and intergovernmental representatives, the media, business community, customers, contractors, vendors and the general public. EXAMPLES OF DUTIES The duties and responsibilities include, but are not limited to, the following: Develop long -term and annual plans for District construction projects, sanitary maintenance and repair, hauling operations, and waste management and recycling programs. EXHIBIT "A -1" _ �F Page 2 Class Specification- District Manager Plan, manage, organize and oversee District field operations, contract services and staff. Provide technical direction to Clerk of the District and Permit Specialist. Originate, coordinate and develop solid waste management and recycling programs in meeting with business and community representatives; resolve issues and promote approaches through media presentations. Initiate meetings with community and business representatives, governmental agencies and committees to evaluate and revise the City's Source Reduction Element and related recycling policies. Inspect and evaluate effectiveness of hazardous waste drop -off program, including pick -up sites and disposal operations. Oversee operations of local haulers and regional disposal facilities for solid waste and investigate public complaints. Develop and interpret provisions of the District service fee structure and exemption policies; prepare and evaluate franchise contract agreements in conjunction with the District's Attorney. Establish District policies, practices and administrative procedures; prepare ordinances, resolutions and legal agreements in conjunction with the District's Attorney. Monitor District bidding practices, specifications and budgetary expenditures; consult with the District Engineer and Assistant Streets Superintendent regarding capital improvement projects and sanitation operations and present related recommendations. Coordinate preparation of annual budget with City representatives and prepare summary findings and recommendations. Attend and make presentations at Board regular meetings and study sessions. Develop and administer risk management and safety plans for the District. Prepare articles and oversee publication of District Newsletter. Research potential grant and private financing of District projects and prepare related proposals and program evaluation reports. EXHIBIT "A -2" Page 3 Class Specification- District Manager QUALIFICATIONS GUIDELINES Education /training Educational attainment equivalent to a Bachelor's degree in Public Administration, Business Administration or a related field, supplemented by course work or training in sanitary and waste management, construction engineering, contract administration and personnel supervision. Experience: Seven years of broad and progressively experience involving the management and administration of special district operations and community services programs, including considerable experience in a supervisory capacity. Knowledge of: Sanitary district operations and practices and related City, county, state and federal regulations, codes and ordinances; waste management and recycling laws, regulations and community standards; theories and principles of public -management; principles and practices of safety, risk management, personnel supervision and contract administration. Skills /abilities: Plan, organize and manage District operations; define service goals and objectives; establish and evaluate District policies, practices and procedures; analyze and interpret sanitation and waste management technologies, laws, regulations, codes, ordinances and requirements; conceptualize, develop and implement community education programs; administer risk management and safety awareness programs; present operating budget and capital improvements recommendations for Board approval; prepare and present a variety of reports and correspondence; train, supervise and evaluate the work of assigned staff and contract personnel; provide policy direction to City employees to resolve fee assessment, refund and exemption issues.; communicate clearly and concisely, both orally and in writing; establish and maintain effective working relationships with the Board, City and Zistrict staff, county, regional, state and federal representatives, commercial haulers, consultants, contractors, vendors, business owners, educators, community associations, and public and private representatives; maintain confidentiality of sensitive District information. EXHIBIT "A -3" Page 4 Class Specification- District Manager Physical Requirements: This is primarily a sedentary position which requires only occasional bending, stooping, reaching, lifting and movement of objects weighing 50 pounds or less. The employee is expected to operate a motor vehicle to inspect construction projects, sanitary work, pick -up sites, recycling centers and transfer stations, and to attend various community and professional meetings. Special Requirements: Possession of a Class C or Class 3 California driver's license and an acceptable driving record. Class Specification Prepared 01/17/92 EXHIBIT "A -4" STATE OF CALIFORNIA) COUNTY OF ORANGE )SS CITY OF COSTA MESA ) I, Florine T. Reilchle, A.ssis� ant ,Ianager and Clerk of the Costa Mesa Sanitary District, hereby certify that the attached Resolution No. 92 -523 was duly and regularly passed and adopted by the Board of Directors at an adjourned regular meeting thereof held on the 27th day of August, 1992, by the following roll call vote:, AYES: Directors - Wahner, Ferryman, Reade, NOES: Directors - Sherrick ABSTAINING: Directors - None IN WITNESS WHEREOF, I have hereunto set my hand and affixed the Seal of the Costa Mesa San.i.tary District, this 31st day of August, 1992. Assistant Manager /Clerk Costa Mesa Sanitary District Printed on Recycled Paper RESOLUTION NO. Y2 — A RESOLUTION OF THE BOARD OF DIRECT'ORS OF THE COSTA MESA SANITARY DISTRICT ESTABLISHING THE DUTIES AND OBLIGATIONS AS A JOB DESCRIPTION FOR THE DISTRICT'S ENGINEER. THE BOARD OF DIRECTORS OF THE COSTA MESA SANITARY DISTRICT DOES HEREBY RESOLVE AS FOLLOWS: That WHEREAS, the DISTRICT employs an Engineer as an independent contractor for general engineering services; and WHEREAS, for the convenenience of both the Board and the Engineer, it is deemed desirable that a job description be adopted by the Board; NOW, THEREFORE, there is hereby adopted the job description for the District Engineer as attached to THIS RESOLUTION marked Exhibit "A" and by this reference made a part hereof. PASSED AND ADOPTED this 20th day of August, 1992. ATTEST: Secre "ak .ent of the Board of Directors Mesa Sanitary District JOB DESCRIPTION COSTA MESA SANITARY DISTRICT DISTRICT ENGINEER I. RETAINER FEE SERVICES A. Administrative Functions 1. Provide engineering counsel for the Board of Directors, staff, other public agencies, and the public. 2. Attend regularly scheduled District agenda and Board meetings. 3. Prepare letters in response to questionnaires, surveys, or inquiries regarding District operations, procedures, regulations, or existing facilities from county, federal, and other local agencies. 4. Confer with District's staff and maintenance personnel for daily engineering and reference assistance. 5. Confer with contractors, developers, engineers, public agencies and the public about existing sewer location and proposed sewer construction. 6. Prepare and submit on a year -end basis fixed asset and inventory reports. Assist in maintaining a fixed asset record file and an inventory of facilities. Assist staff and auditors with fixed asset audit. 7. Prepare and submit required information in a timely fashion. 8. Prepare and submit cash flow analysis for District projects. 9. Prepare and submit Capital Improvement Action Request forms 'for all approved projects. 10. Prepare and submit, two weeks prior to May meeting, proposed Capital Improvement Program with detailed descriptions and justifications for inclusion in the next years Preliminary Budget. 11. Prepare and submit, two weeks prior to 'August meeting, final Capital Improvement Program incorporatiing all changes ordered by the Board for inclusion in the Final Budget. EXHIBIT "A -1" B. Engineering Functions 1. Prepare and maintain up -to -date District boundary records including District map showing current boundary. 2. Maintain and update an overall District annexation map showing annexation number and area. 3. Maintain and update engineering data, records, pump station information, and CMSD Standard Plans and Specifications for the Construction of Sanitary Sewers. 4. Prepare responses to mandatory requests from state, county, and federal agencies and respond in writing to other local agencies regarding sewer availability. 5. Review proposed developments for effect on District facilities and submit to staff appropriate conditions to be placed on those developments by subsequent action of the Costa Mesa Planning Commission and City Council. 6. Review annually and update as necessary the Capital Improve_ent Program Master Plan through, but not limited to, flow characteristics, major private developments, and land use changes in effect. 7. Prepare and submit to Board a monthly Project Status Report briefly detailing the status of each District capital project. Respond to public inquiry over the purpose, scope and timing of each capital project. 8. Respond to sewer emergencies such as main line breakage or private lateral stoppage. II. HOURLY FEE SERVICES A. Plan Checking 1. Review, check, and sign plans for all sewer construction proposed by developers or other entities within public right -of -way or public easements. Upon completion of construction as -built sewer plans and add sewer information to District's sewer atlas. 2. Determine inspection, plan check, and connection charges for all new development. EiIBIT "A -2" 3. Receive, review and process right-7-way descriptions, maps and easements for public and private developments. Preparation of right -of -way documents, easements and right of way acquisitions for District projects are a separate cost and are charged against the particular capital improvement project when budgeted and authorized by the Board. 4. Prepare District annexation documents, maps, and descriptions, and submit them to District staff for processing new annexations. B. Construction Inspection 1. Review, inspect and approve all main line sewer construction in District by City, County, State and private developer construction projects. 2. Review, inspect and approve all sewer lateral construction in District from the property line to the _ main line for all new development. 3. Review and inspect all utility or street construction projects in the vicinity of, or that impacts, District facilities. 4. Field mark the location of all District owned pressure sewer mains as required in response to Underground Service Alert notification. 5. Assist contractors and homeowners in locating existing sewer laterals. 6. Respond to emergency sewer problems and assist in controlling emergencies. C. District Initiated Capital Improvement Projects 1. Upon authorization by Board on a per project basis, complete design phase of each capital improvement project including providing the necessary engineering services to prepare complete project plans and specifications, assisting in advertising said projects for bid, reviewing bids and making recommendations to Board for award of project. 2. Upon authorization by Board on a per project basis, administer, inspect and review the construction phase of each capital project as completed by District selected contractor, including, but not limited to, holding pre - construction meetings, reviewing contractors schedule and performance, inspecting and reviewing contractors work, reviewing and approving monthly progress payments and performing liason with public. EXHIBIT "A -3" STATE OF CALIFORNIA) COUNTY OF ORANGE )SS CITY OF COSTA MESA ) _T., Florine T. Re chle, Assistant Manager and Clerk of the Costa Mesa Sanitary District, hereby certify that the attached Resolution No. 92 -524 was duly and regularly passed and adopted by the Board of Directors at an adjourned regular meeting thereof held on the 27th day of August, 1992, by the following roll, call vote: AYES: Directors - Wahner, Ferryman, Reade, NOES: Directors - Sherrick ABSTAINING: Directors - None IN WITNESS WHEREOF, I have hereunto set my hand and affixed the Seal of the Costa Mesa Sanitary District, this ::tay of Augus`:, 1992. r.G<-c'.(�? Assistant Ma ager /Clerk Costa Mesa Sanitary District Printed an Recycled Paper PROPOSED CMSD ORGANIZATIONAL FLOW CHART BOARD OF DIRECTORS TOM FAUTH "- -4c MANAGER ALAN BURNS I 15 MAN FIELD ATTORNEY CREW OFFICE DENISE GILBERT PERMIT PROCESSING WORKER SPECIALIST VACANT ASSISTANT MANAGER JOAN REVAK CLERK OF THE DISTRICT MICHAEL BENESH; CIVIL ENGINEER YEFIM TSALYUK; CIVIL ENGINEER PAUL GUZMAN; INSPECTOR JOAN POPICK; BUSINESS MANAGER [DEBBIE BJORNSON RMIT PROCESSING ECIALIST MARC PUCKETT, TREASURER Thomas A. Fauth 1908 Pullman Lane #2 310- 318 -5439 Tom Fauth a,ci.costa- mesa.ca.us Redondo Beach, CA 90278 tafauthna,bnet.org PROFILE An experienced leader dedicated to meeting demanding objectives within resource constraints. A proven supervisor who works well independently or as part of a team. Excellent financial, program, leadership and customer service skills enhance goal achievements. Critically analyzes situations and successfully resolves them to meet customers' needs and expectations. PROFESSIONAL EXPERIENCE - Financial Manager -- Managed annual Costa Mesa Sanitary District (CMSD) $6M budget -- Built comprehensive 6 -year, $6M LA County Waste Education budget -- Performed capital equipment lease /buy analyses, saving over $18K/year -- Planned, budgeted $2.3M 97 -98 Redondo Beach waste /recycling program - -- Budget matched schedule, met deadlines, kept contracts funded -- Efficiently resolved billing issues daily with waste hauler, District and city residents, commercial enterprises using contract customer service reps -- Implemented Public Works Director requests; excelled within resources - -- Saved $65K using professional services contracts to prepare grant reports, educational brochures, annual AB 939 report — 32% diversion rate in 1996! -- Planned, budgeted, executed six -year $1 B Air Force research program - -- Kept two competing contractors on event - driven schedule -- Resolved issues daily through Integrated Product Development Teams -- Performed critical earned value, cost, schedule, performance analyses - -- Implemented Congressional directions, performed hundreds of budget contingency drills, kept two programs funded and on schedule - Program Manager -- Managed $50K contractor upgrade to CMSD Supervisory Control and Data Acquisition telemetry reporting system — on schedule and under budget. -- Managed CMSD standardized container acquisition program - -- Evaluated 10 competing trash container bids and products - -- Down - select criteria determined best quality product was also the least price -- Produced 16 minute CMSD educational video program - -- Managed program from professional services agreement to product delivery - -- 250 videotapes and 300 CD -ROMs produced and distributed for $13K -- Developed 4 LA County waste reduction performance /cost proposals - -- Interviewed, hired and led company call center data collection team - -- Melded Excel, Access analyses into Final '98 Facility Study Report -- Planned, documented $5M South Bay composting investment program - -- Organized timely field operations, delivery plan, manpower, budget and capital equipment resource requirements -- Established cost - effective shipping /warehouse plan, Saved $2K/month -- Evaluated cost/schedule performance on $24M franchise hauler contract - -- Initiated monthly program management reviews; streamlined reports - -- Management reviews resolved management/financial issues, refined trash, green -waste and recycled materials collection processes - -- Briefed contractor performance quarterly to Public Works Commission -- Increased efficiency of Redondo Beach Pier maintenance and operations crews -- Evaluated cost/schedule performances on two $500M satellite contracts -- Coordinated analyses, wrote evaluations and reported findings monthly -- Center three -star general accepted 100% of recommendations - -- Secured constructive contractor feedback, maintained launch dates Thomas A. Fauth 1908 Pullman Lane #2 310 - 318 -5439 Tom Fauth ci.costa- mesa.ca.us Redondo Beach, CA 90278 tafauthna,bnet.org Team Leader -- Directed cohesive District office staff - coordinated sanitary field crew efforts -- Selected to serve as Census 2000 Local Census Office Manager for 18 cities - -- Supervised 15 office staff and directed activities for 1200 field crew members -- Interviewed, selected and trained four new CMSD permit processing specialists -- Key simulator during first annual City of Costa Mesa Functional Exercise - -- Enhanced performance during activation of Emergency Operations Center -- Efficiently trained commercial evaluation team, support staff, call center teams -- Supervised call center, secretary, two new clerks, five support contractors -- Resolved thousands of customer issues implementing new city waste contract -- Subsidized 10 free composting classes and bin costs in Redondo Beach -- Prepared timely hazardous waste grant, semiannual used oil grant, monthly Redondo Beach Public Works Commission and monthly transfer station reports -- Cost Team Chief for $200M AF source selection effort — simplified processes -- Evaluation engineers, budget officers, data analysts, and cost analysts earned five awards /year for superior program support - Acquisition Manager -- Managed selection process to award contract agreement for District wide standardized trash containers program — 40 thousand units to 21,000 residences - -- Evaluated 10 bids, conducted product testing, briefed recommendations -- Authored Professional Service Agreements for video and telemetry programs -- Hired professional support service contractor to assist in implementing City of Redondo Beach recycling initiatives - -- Accomplished mission and saved $24K in annual personnel costs -- Source Selection Evaluation Team Chairperson on $17M automated information management system acquisition — awarded in only three months - -- Saved 10% in acquisition costs, shortened acquisition time by 50% - -- Provided program teams with cost - effective, leading edge technology -- Planned, negotiated, acquired and installed university office LAN equipment and software, meeting initial and near -term growth needs - Innovations -- Created 16 minute CMSD public outreach video on VHS tape and CD -ROM - -- Distributed to legislators, special districts, service agencies, and schools -- Produced 27 minute Census 2000 infomercial — aired 2 months in Torrance area -- Contracted Boy Scouts to remanufacture 1200 composting bins — saved $5K -- Automated proposal cost estimates and break -even analyses in MicroSoft Excel -- Initiated new school education program using Cycler Robot, composting, vermicomposting demonstrations to Redondo Beach schools — encouraged use -- Produced six unique public service announcements promoting recycling through Curbside, Office, Residential, Used Oil Recycling, Backyard Composting and Household Hazardous Waste Disposal -- Institutionalized monthly waste program management reviews -- -Built and briefed PowerPoint progress charts quarterly -- Edited /Published `The Recycler' quarterly newsletter — 60,000 distribution -- Implemented color coded truck collection signs — simplified recognition and reduced customer inquiries by 50% -- Presented 10 city, school, corporate and national convention composting and Thomas A. Fauth 1908 Pullman Lane #2 310 -318 -5439 Tom Fauth((�,ci.costa- mesa. ca. us Redondo Beach, CA 90278 tafauthna,bnet.org vermicomposting workshops, earning enthusiastic public responses -- Planned, coordinated and implemented Redondo Beach Pier recycling -- Videotaped Coastal Cleanup, composting classes and City Open House recycling activities and broadcast tape to Public W_rks Commission -- Directly supervised 10 engineering professionals - -- Built a streamlined satellite system Request for Proposal - -- First ever RFP released on CD -ROM! POSITIONS 2000 — Present, Assistant Manager, Costa Mesa Sanitary District, CA 1999 -2000, Local Census Office Manager, Torrance, CA 1997 -98, Waste Reduction Projects Manager, Triformis, LA, CA 1997, Sr Mgt Analyst/Recycling Coordinator, City of Redondo Beach, CA 1994 -96, Chief, Cost Estimation, Space Based InfraRed Systems, LA, CA 1990 -94, Chief, Program Control, Brilliant Eyes Program Office, LA, CA 1988 -90, Deputy Systems Engineer, Brilliant Eyes Program Office, LA, CA 1986 -88, Assistant Professor of Aerospace Studies, University of Nebraska, NE 1981 -86, Technical Director Adviser, Technical Center, Satellite Beach, FL 1980 -81, Graduate Student, Air Force Institute of Technology, Dayton, OH 1976 -80, Research Chemist, Rome Air Development Center, Bedford, MA EDUCATION 1998 — Case Studies in Solid Waste Management, UCLA, CA 1998 — Black Belt, 1" Dan KukKiDo TaeKwonDo Studio, Torrance, CA 1997 — CIWMB, Recycling, LA County Waste Reduction Workshop Groups, CA 1991 — Program Management Course for program, financial management, CA 1981 — MS in Systems Management, Air Force Institute of Technology, OH 1980 — MBA in Contracting, Western New England College, MA 1976 — BA in Chemistry, University of Nebraska - Omaha, NE MICHAEL L. BENESH Professional Civil Engineer and Land Surveyor QUALIFICATIONS: • 20+ Years of Professional Experience. • Registered Civil Engineer in California & Arizona. • Registered Land Surveyor in California. EXPERIENCE: • Principal of Civil Engineering and Land Surveying Firm responsible for managing and directing up to 12 employees. • Extensive experience in design and administration of Costa Mesa Sanitary District sewer projects including design and construction of pipe lines and pumping stations, studies and master planning. • Complete Subdivision Design on projects in Orange, Riverside, San Bernardino and San Diego counties totaling more than 2,000 single family homes and approximately 1,000 apartments, including all phases of Civil Engineering and Surveying from preliminary design through construction staking. • Civil Engineering Design on numerous Commercial, Retail, Industrial, and Mixed -Use Projects including shopping centers, oil refineries, and Hotels. 1985- Present WORK EXPERIENCE MLB Engineering (Principal) 1981 -1985 Robin B. Hamers & Assoc. Project Engineer 1980 -1981 City of Irvine 1979 -1980 Peter Kiewit Sons Civil Engineering Aide On -Site Engineering Aide 600 S. ANDREASEN DRIVE • SUITE E • ESCONDIDO, CA 92029 PHONE 760 741 -3577 • FAX: 760 897 -2165 • E -MAIL: MLBENESH@PACBELL.NET Yefim Tsalyuk - Professional Engineer P.O. Box 50756, Irvine, California 92619 -0756 (949) 857 -1813 Qualifications • 19 Years of Professional Experience • Registered Civil Engineer, California, Arizona S Registered Land Surveyor, California M.S. Degree, Engineer /Geophysicist, Moscow, USSR, School of Mines, 1979 • Advanced computer skills (AutoCad, Softdesk, Eagle Points) Achievements 0 Organized and directed over 300 large, complex engineering projects, including subdivision and improvement plans and public works projects. 0 Responsible for management and engineering design of over 20 custom homes in Orange County, CA, ranging from 10,000- 60,000 square feet. Established and maintained working relationships with staff, clients, and related agencies. 0 Responsible for design and construction management of sewer line and 3750 GPM pump station, with construction budget over $2 million. Coordinated project with over 14 governmental agencies. Professional Experience 0 Public Works Engineering Street Design Striping Plans Sanitary Sewer Systems Storm Drainage Pump Station Design Master Planning Studies Water Transmission Systems Management Studies 0 Residential and Commercial Development Engineering Drainage Plans Site Planning Hydrology and Hydraulic Studies Earthwork Calculations Utilities Plans 0 Right -of -Way Engineering Subdivisions Condominium Plans Parcel Maps, Tract Maps Lot Lines Adjustments Legal Descriptions Easement Maps 0 Land Surveying p Boundary Surveys Construction Surveying Topographical Surveys ALTA Surveys Construction Staking Land Leveling Work History 1987 - present Consulting work for various architectural and engineering firms, developers & public agencies 1985 -1987 City of Anaheim, CA Senior Engineer Assistant 1979 -1983 R &D Institute of Safety Works, USSR Research Engineer Over 14 years of consulting work for various architectural, engineering and development companies. ➢ Reinforce identity to the public as Independent Sanitary District. ➢ Avoid confusion within City Hall as to independence of CMSD. ➢ Avoid confusion with other public officials.as to independence. ➢ Facilitates further separation from City ➢ Creates opportunity for large -scale public relations effort. ➢ Confusion by public with new name ➢ Confusion by public with 40,000 containers w /CMSD name ➢ Confusion by public with 550 CD's and VHS of "Working for You ". ➢ Confusion in special programs such as Telephone Book Recycling Program. ➢ If District changes name, residents may identify Costa Mesa Disposal as part of the City. ➢ Potential web site address ■ www.costamesasd.org M -rS Dist-riwt L-alosw esa ... an Independent Specia( 4r trict Phone (714) 754 -5043 Fax (714) 432 -1436 Web Address wwwci.costa- mesa.ca.us Mailing Address P. O. Box 1200 Costa Mesa, CA 92628 -1200 Street Address 77 Fair Drive Costa Mesa, CA 92626 -6520 Board of Directors Arlene Schafer Greg Woodside Art Perry James Ferryman Dan Worthington Printed on Recycled Paper SDRMA EDUCATION DAY THURSDAY, APRIL 4, 2002 CLOVIS MEMORIAL DISTRICT 453 Hughes Avenue Clovis, CA 93 612 559- 299 -0471 Attendees will receive CREDIT INCENTIVE POINTS for the 2002 -2003 Program Year. Maximum of 2 CIP points available to attendees. Registration 8:30 - 9:OOAM Opening Comments 9:00 - 9:15AM Jim Towns, CEO The Insurance Market 9:15 - 10:30AM Dennis Timoney Break 10:30 - 10:45AM Ergonomic Update 10:45 - 11:45AM Dennis Timoney Lunch' 11:45 - 1:00 PM The Litigation Minefield 1:00 - 3:OOPM Peter Flanderka, Esq. Laughlin, Falbo, Levy & Moresi, LLP Dennis Timoney Wrap Up 3:00 - 3:30 FAX RESERVATION FORM TO SDRMA AT 916- 641 -2776 . SDRMA Member Name: Attendees: Name/Position. Name/Position Name/Position. Name/Position Please fax your reservation form by: MONDAY, APRIL 1.2002. Directions: From Highway 99 take the West Herndon Avenue, East to Clovis. Turn Right on Clovis Road. Turn Left on Third Street. The Veterans Building is on the right on the corner of Hughes and Bullard. There is parking across the street. There is a Best Western across the street from the Veterans Building, located at 415 Clovis Avenue. The number is 209 - 299 -1547. We look forward to seeing you in Clovis. C:V NyFiles\eddaytlyer .clovismd.040402dt.wpd RESOLUTION NO. 2002 -658 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE COSTA MESA SANITARY DISTRICT, COUNTY OF ORANGE, CALIFORNIA, AUTHORIZING APPLICATION FOR THE 2002 -05 CALIFORNIA INTEGRATED WASTE MANAGEMENT BOARD HOUSEHOLD HAZARDOUS WASTE GRANT, FISCAL YEAR 2002/03, AS THE LEAD AGENCY IN A REGIONAL GROUP WITH THE CITY OF COSTA MESA WHEREAS, the people of the State of California have enacted Assembly Bill 1220 (Eastin, 1993) that provides grants to local governments to establish and implement waste diversion and separation programs to prevent disposal of hazardous waste, including household hazardous waste, in solid waste landfills, and WHEREAS, the California Integrated Waste Management Board has been delegated the responsibility for the administration of the program within the state, setting up necessary procedures governing application by cities and counties under the program, and WHEREAS, the applicant will enter into an agreement with the State of California for development of the project; NOW, THEREFORE, BE IT RESOLVED that the Costa Mesa Sanitary District authorizes the submittal of a regional application on behalf of the City of Costa Mesa, California, to the California Integrated Waste Management Board for a Local Government Household Hazardous Waste Grant — FY 2002/03. The President and Secretary of the Costa Mesa Sanitary District, eF see-, is hereby authorized and empowered to execute in the name of the above named agencies all necessary applications, contracts, payment requests, agreements and amendments hereto for the purposes of securing grant funds and to implement and carry out the purposes specified in the grant application. PASSED AND ADOPTED by the Board of Directors of the Costa Mesa Sanitary District at a regular meeting thereof held on the day of 2002. ATTEST: Secretary, Costa Mesa Sanitary District President, Costa Mesa Sanitary District Board of Directors Board of Directors „i PROPOSAL TO THE CALIFORNIA INTEGRATED WASTE MANAGEMENT BOARD Local Government Household Hazardous Waste Grant Costa Mesa Sanitary District March 5, 2002 Printed on recycled content paper Jj �4 PROPOSAL NARRATIVE INTRODUCTION Project Summary: The Costa Mesa Sanitary District (The District) has identified that the proper disposal of electronics waste must be addressed immediately. This will be accomplished .primarily by enhancing our current door -to -door household hazardous waste collection program to include a -waste collections; by adding one -day e -waste collection events; by sustained public education support and by addressing the universal waste issue. We have designed a balanced approach to help provide the community with convenient, permanent solutions for electronics disposal. These programs can also help us meet AB939 waste diversion goals and comply with the federal land ban, which prohibits the disposal of CRT's and TV's into sanitary landfills. Background: According to federal and state regulations, electronics can no longer be sent to local landfills. The FCC has mandated that analog television broadcasts are to continue until 2006 at which time they can be replaced by "high definition" (HDTV) signals. Broadcasters have already begun to phase -in HDTV. Most televisions in use today will become obsolete by 2006. Cathode ray tubes (CRT's) from color monitors and color televisions consistently exceed the regulatory limits for lead. CALEPA has banned cathode ray tubes used in the manufacture of televisions and computer monitors from sanitary landfills. Some printed circuit boards and complex circuitry contain lead, chromium and silver and are considered hazardous. There are few legal disposal options throughout the District. There are currently six locations in Orange County accepting corporate account/business electronic equipment only. However, the accepted equipment usually is limited to color monitors and Pentium computers and above for recycling purposes. This leaves a vast void for residential customers' disposal of e -waste and for businesses to dispose of older systems. Another issue with electronics is the rate at which computers are becoming obsolete and the large number of computers needing to be recycled or disposed of properly. The USEPA estimates more than 20 million computers became obsolete in 1998. By 2005, more than 63 million computers are expected to be retired. There are few legal methods for residents to dispose of old computers. The biggest hazardous problem arises from monitors, which will continue to add significantly to the waste stream and make the maintenance of our 50% diversion rate more difficult. These are some of the reasons why the District will continue to supplement HHW disposal opportunities for residents inside the Costa Mesa Sanitary District by adding new a -waste disposal options. While HHW disposal opportunities are provided to Orange County residents through the Integrated Waste Management Department (IWMD), the District's HHW efforts have ;proven to be supplemental 0- �� �v,�,k v to the IWMD's program in the past and we believe the same dynamics will hold true for e -waste recycling. For example, the IWMD's countywide household hazardous waste program accepts HHW from about 5% of the County's households, and generates 56.32 pounds per participant. In contrast, the District's current door -to -door program collects an average of 105 pounds per participant (50% more waste per resident vs. the IWMD program. The District serves 110,000 residents. During the past 12 months, the door -to -door HHW collection program served more than 400 homes in the District, or about 1 % of all District residents. In fact, the contractor makes a significant number of referrals to the IWMD facilities and used oil drop off centers as part of this program. Most residents who use the District's program either cannot or will not transport waste to County facilities. This program tends to serve seniors and disabled persons; and since the District funds its own door -to -door program, we view it as a true augmentation to the IWMD HHW program. We anticipate this trend will continue for e -waste recycling. SECTION 1: NEED 1.DOOR -TO -DOOR ELECTRONICS COLLECTION. Program Concept: District residents can call the hotline and request a collection of electronics at their home. The resident will be informed that they must pay the cost to recycle each item. The resident will receive in the mail, an instruction sheet and an inventory /price sheet to determine what they must pay for the items they choose to recycle. Residents can recycle a large number of electrical and electronic items including but not limited to TV's (any size), Computers, printers, microwave ovens and other items. The district will pay the cost of transportation. An inventory receipt will be produced for each collection. The receipt (see exhibit D) will list each item along with the resident's name, address and collection date. The data from collections will be entered into a database and detailed reports will be produced which will allow District management to evaluate the program. Problem /Issue: Some electronic waste is hazardous, this includes television sets, computer monitors and according to DTSC, possibly some items with circuit boards. Residents can no longer have their electronic items collected from their homes as part of their trash service. The existing contract for trash collection specifically excludes the collection of hazardous waste. Even if drop -off locations are eventually established, it is unlikely that E -waste will be accepted without cost. While discussions continue, E -waste is accumulating in homes. Since residents will ultimately pay the cost to dispose of their E- waste, the District wants to`ensure that's convenient method of collections is established. According to IWMD data, only 5% of homes participate in the proper disposal of HHW each year. It is unacceptable to the District that any program designed for the collection of E -waste result in only a 5% participation rate. Since the District is responsible for the disposal of all residential waste, it is in our interest to establish a program that has the potential to achieve a much higher participation rate. Local Impact: Residents have indicated through survey cards that the existing door -to -door HHW program provides a high degree of satisfaction. In fact, more than 97% respond in this manner. At least 98% of participants have indicated that they would use the program again if necessary. Senior and disabled persons utilize the program because are not required to transport the waste. Some residents rely on public transportation and cannot transport the waste to the County. The existing program supplements the County program. Adding E -waste to the program should generate the same high degree of satisfaction with the program and encourage residents to properly dispose of their E- waste. Some residents cannot transport their a -waste due to the size of televisions or their inability to handle them. Retailers deliver larger television sets after residents pay a cost for the service. In many cases a resident will pay $50 or more to have a new set delivered. The same concept is being employed here. The resident can pay a fee for disposal because there is no other alternative. Should a drop -off be established, some residents will use it, others will not. Targeted Audience: There are 110,000 residents in the District and 35,000 homes. While the program is made available to the entire population (due to the lack of disposal alternatives for anyone), seniors and disabled persons will be given priority and will benefit most from home collections. Environmental /Health /Safety Concerns: Computer monitors and televisions are considered hazardous. They can no longer be deposited into County landfills. Computers are becoming obsolete at an alarming rate. All analog television sets will become obsolete by 2006. Analog VCR's will become obsolete. A new cell phone standard will be released this year causing many to dump their old phone (and its battery). Electronics in short are becoming a large trash stream. According to CAL EPA, DTSC, some electronics items may be hazardous because of the quantity of heavy metals compared to the total weight of the item. Because they have not been tested does not mean that they are not hazardous or should not be recycled. As the State struggles with the AB939 waste rd reduction mandate, more and more obsolete electronics items that can be recycled will find their way into landfills. Existing /Previous Grant Work: The District has never been awarded a grant by the CIWMB. 2. ELECTRONICS COLLECTION EVENTS Program Concept: It is necessary to announce to the public that E -waste should be recycled and one way to "kick" off the program is to create an "event ". While the door -to -door collection program will provide the long -term solution, some residents respond to the "urgency" of an event. The District participated in an E -waste collection event last year. Residents do respond and will do so again. The concept calls for two events to be scheduled in each of two years. The events are designed to supplement the door -to -door program. Problem /Issue: Many residents do not know that e -waste cannot be thrown into the trash or be taken to a landfill. The District wants to educate residents about the need for e -waste recycling, program details and persuade them that there should be equity in who pays for the service. That is, that they should pay their fair share of the costs. While the events are designed to attract attention and participation, residents will not be required to transport large TV's. They can have these items collected from their homes. Local Impact: Collection of E -waste through the events will reduce the District's cost of collection. Due to the large number of participants at one time, the contractor's costs will be lower and this will be reflected to the District. At the same time, residents will learn that they should not dump E- waste. Targeted Audience: All residents of the District, approximately 35,000 residences. Environmental /Health Safety Concerns: Residents with large TV's and larger quantities of E -waste will be encouraged to have the waste collected from their homes. The District does not want to create any health hazards. The transportation of heavy televisions requires some attention to prevent them from being broken. The program is intended to remove as many monitors and TV's as possible reducing the quantity of hazardous waste in the District. Previous Grant Work: The District has never been awarded a grant by CIWMB 3. UNIVERSAL WASTE COLLECTION 5 Program Concept: The State has- identified some items of household hazardous waste, which need the immediate attention of HHW program coordinators. Fluorescent tubes, household batteries and mercury containing devices are not being collected through existing programs in any magnitude comparable to the quantities being sold. The District's door -to -door HHW collection program will collect these items but, their toxicity and the need to include them in the existing program have not been emphasized. Very few household batteries are being collected and even fewer tubes are collected. Only occasionally will residents provide mercury thermometers or other mercury containing items. Through the grant funds, battery drop off locations will be established through the District. Pubic education materials including program instructions will emphasize the need to recycle these items. Problem /Issue: Mercury is extremely toxic and it is known as a major contributor to water pollution. Waste containing mercury which include tubes, thermometers, and switches are not properly disposed in many cases because they are small or in the case of tubes, not convenient. Many tubes being used in District homes since the 1970's are broken for insertion into the trash. Batteries are small and many residents simply throw them away. The existing HHW collection program has indicated to the District that residents are not making these items available for the program to collect.. Local Impact: This element being added to the existing program will enhance the quantity of these materials collected. Targeted Audience: Environmental /Health Safety Concerns: Previous Grant Work: The District has never been awarded a grant by CIWMB 4. PUBLIC EDUCATION PROGRAM Program Concept: The program will be supported by consistent and sustained public education to build awareness for the need to handle and dispose of e- waste and mercury laden products properly, accompanied by clear information about how to participate in local disposal opportunities. Direct mailings and local print advertising will dominate media exposure for the program. However, we will participate in local events such as the Orange County Fair, held Costa Mesa. Printed literature will be prepared and provided to eligible residents. 0 We will enlist the support of our trash hauler to help distribute information to their customers, including the possible placement of stickers on trash bins. This will alert residents, at the point of possible improper disposal, that they may not dispose of a -waste in the trash. We will work with the IWMD to obtain its HHW information that can be included in our materials and provide IWMD with information on the District's program, for redistribution or referral purposes, as appropriate. A survey card will be sent to each participant. The participant will be encouraged to mail it (card includes postage) back to us to help gauge the effectiveness of the program. We will track how participants heard about the program to measure effectives of media used. Problem /Issue: The potential harm to the public health and the environment caused by improper e -waste disposal is below the radar screen of most residents. Public education is vital to clarifying the issues to the public and to generating program participation. Local Impact: Virtually all residents will be exposed to the e -waste recycling messages multiple times throughout the program period. The program awareness and subsequent program participation will translate into tons of e- waste disposed of properly that otherwise would have remained in harms way. Targeted Audience: Communications will target adults 18 years and older, with emphasis on seniors and disabled individuals. Environmental /Health Safety Concerns: Previous Grant Work: The District has never been awarded a grant by CIWMB. SECTION 2: OBJ CTIVES Goals: There aregoals of the proposed programs they are as follows: 1) To provide a permanent, year around convenient method for the proper recycling of E- Waste. 2) To stimulate awareness that E -waste must be recycled and how to do it. 3) To collect E -waste from xxx homes during the period of the grant. 4) To prove that the concept of generators taking responsibility for the cost of disposal is not only appropriate but also acceptable. 5) To reduce the quantity of non - hazardous E -waste going to the landfill. 6) To reduce the quantity of mercury containing devices in the environment. The above goals will be achieved through the following objectives: 1) Conduct at least four E -waste events. 2) Add the collection of E -waste to the existing HHW door -to -door program. 7 I 3) Develop public education messages that address universal wastes. 4) Develop a public education effort that will draw residents to the new programs. 5) Produce detailed reports that can help evaluate the program. The accomplishment of the goals stated above will ensure that the proposed and existing programs meet the needs of District residents and prove to be a good investment of state and District funds. SECTION 3: METHODOLOGY The programs proposed can be implemented immediately because they are designed to overlay the existing door -to -door HHW collection program. The Work Statement Form indicates the major objectives in their order of completion. The successful implementation of this program will help to remove many tons of E -waste and universal waste. Door -to -Door E -Waste Collection: Activity 1: Add this program to the existing contractor agreement. Activity 2. Meet to develop public education materials. Activity 3: Implement public education campaign. Activity 4. Launch door -to -door program. Activity 5: Conduct first evaluation of results. E -Waste Events: Activity 1: Add this program to the existing contractor agreement. Activity 2. Meet to develop public education materials and plan event date and location. Activity 3: Implement public education campaign. Activity 4. Conduct first event. Activity 5: Evaluate results of event and plan next event. Public. Education Program: Activity 1: Design Activity 2: Staffing: No staff members are required; supervision by District management will be required as it currently is for the door -to -door HHW collection program. Since the concept is to incorporate a -waste with existing collections there will be no greater requirement for time. Management will provide assistance to the contactor as necessary for the events that will be organized by the contractor. E:3 Future Funding: The District will continue to fund its existing HHW collection program. Since residents will pay the cost of disposal for each item in the District will be responsible for paying transportation costs. Any resident disposing of HHW and wishes to add a -waste to their collection will qualify for the current HHW program; and no transportation charge will be requested since transportation costs are already paid for by the HHW charge. Should the program prove to be successful, the District will consider providing additional funding to cover transportation for residents who have only e -waste for collection. At the least, the District intends to sustain its a -waste event schedule. The District is making an investment in these programs. The CIWMB is asked to assist the District in the early stages to conduct more events and collect e -waste and U -Waste from more homes. By providing the requested funding, the District can serve more homes. This grant will help to launch a sustainable program. SECTION 4: EVALUATION The Assistant Manager is responsible for evaluating the existing program and the proposed programs. Several criteria are considered including the amounts and types of waste collected, the number of participants and participant satisfaction. Program satisfaction is measured via responses to postage paid survey cards. The existing HHW program survey card will be modified to include one or more questions about E -Waste and U- waste. Data from the cards is entered into a database and evaluated from reports. In addition, the Assistant Manager and perhaps other District staff will call participants and ask additional questions. The Assistant Manager will also follow behind the collection vehicle to talk with residents who are home. The events will be evaluated in the same manner. Each participant will receive a postage paid card. This card will be designed specifically for E -waste collection and will ask questions about the cost, convenience and other issues. The Assistant Manager or his designee will attend each event and talk with participants. Close coordination with the Cities of Costa Mesa and Santa Ana (both served by the District) will be maintained for both the events and the door - to -door program. Residents who have used the HHW program in the past will receive communication about the new e -waste program element. 9 `l The success of the battery collection program'will'be determined in part by the quantities of batteries collected and by interviews with individuals who are responsible for the areas where the batteries will be placed. Database — The contractor maintains a database of each resident who has used the program and each item provided. This database will provide detailed information about the success of each part of the program. The quantities of U- waste collected, when and from whom. The same data will be collected for e- waste. The data from this source will be used along with data from the hotline to help evaluate the success of the program. INCREASED PARTICIPATION There is no doubt that the number of residents who participate in the existing HHW door -to -door collection program will increase as U -waste is emphasized. Including the e -waste collection events and added door -to -door collections, total participation will increase significantly. It is expected that an additional 25% will participate. Because the programs are intended to last for more than one year, a year -to- year comparison will'be made to determine if the programs are making progress by serving more residents and by collecting more waste per participant. INCREASED QUANTITIES OF U -WASTE AND NEW QUANTITIES OF E -WASTE COLLECTED The average collection of U -waste in the existing program is less than x %. The program is expected to increase this percentage by at least 20% over existing �f a annual amounts. Since no E -waste is being collected, every pound is a pound diverted from the landfill or being dumped. The program is expected to collect at least xx pounds of E- waste. SECTION 5: BUDGET The programs can be operated cost - effectively because no separate staff is required to manage the program. Rather than expending scarce resources on staff, the contractor is required to manage day -to -day operations. The contractor is very experienced and has a proven record with many cities in Orange County. The savings in District personnel to manage the program are applied to the program. The City will promote the program along with their existing door -to -door used oil collection program operated by the same contractor. This will help conserve 10 funds since the City is already promoting the collection of used oil. The CIWMB will allow at least a mention in used oil advertising. The existing HHW program costs compares very favorably with the County HHW program cost for the permanent facilities. Given that this program comes to the home, it may be a better value. The following is a list of program elements costs: Xx Xx Xx SECTION 6: COMPLETENESS Letters of Support: Ability to coordinate contracted activities: Resumes for key personnel: SECTION 7: EVIDENCE OF A RECYCLED CONTENT PURCHASING POLICY [we need info about the four areas discussed below] Policy is adopted The District will give preference to purchasing materials with post consumer content when the item in question meets or exceeds the requirements for the job and when the price is comparable to products with all virgin content. Vendors will be required to submit proposals on recycled paper when possible. Evidence of purchasing policy Sustainable practices pertaining to re- refined oil Evaluate recycled content products 11 W, I STATE OF CALIFORNIA ENVIRONMENTAL PROTECTION AGENCY LOCAL GOVERNMENT HOUSEHOLD HAZARDOUS WASTE GRANT FISCAL YEAR 2002/03 Application Instructions California In Waste Management Board Household Hazardous Waste Grant Program 1001 I Street, MS -21 P.O. Box 4025 Sacramento, CA 95812 -4025 (916) 341 -6457 GRANT APPLICATION SUBMITTAL CHECKLIST ❑ Application Cover Sheet (Exhibit A) • Table of Contents • Resolution(s)((Exhibits 5.A)and B -2); and, if applicable, Letter(s) of Authorization (Exhibit F) • Proposal Narrative (not to exceed 15 pages, exclusive of the required attachments) • Work Statement Form(s) (Exhibit C),/ • Budget Itemization (Exhibit D) X ❑ Summary of Used Oil and HHW Grants (Exhibit E) ❑ Recycled Content Purchasing Evaluation Sheet (Exhibit G) ❑ One original and three copies of the application must be mailed to the address below. Identify the original application with a mark or stamp indicating "original" and mark or stamp the copies, "copy." The application must be typed in a font no smaller than 12 point, printed on 8 Y2x 11" recycled- content paper, double sided and numbered consecutively. Copies must be free of distortion and easy to read. ❑ Application should be stapled in upper left -hand corner Application Filing Procedures: Applications must be postmarked, or exhibit a commercial carrier tracking number, dated by Friday, April 5, 2002. Applications postmarked, or exhibiting a commercial carrier tracking number, dated after Friday, April 5, 2002, will not be accepted and will be returned to the applicant. Hand delivered, faxed, or E- mailed applications will not be accepted. If you need additional information, contact Eric Brown at (916) 341 -6459 or Pat McDermott at (916) 341 -6452. Please mail applications to: California Integrated Waste Management Board HHW Grant FY 2002 -03 Attn: Kelley Tyack, Grants Administration Unit 1001 1 Street, MS -10 P.O. Box 4025 Sacramento, CA 95812 -4025 ■ Question and Answer Period Questions about the FY 2002/03 application may be submitted in writing from January 28 through March 7,-2002 to Eric Brown, by e -mail to ebrown(aD-ciwmb.ca.gov or sent by mail to: California Integrated Waste Management Board Attn: Eric Brown Used Oil and HHW Grants 1001 1 Street, MS -21 P.O. Box 4025 Sacramento, CA 95812 -4025 Staff will use the questions submitted to develop a question and answer sheet on or before March 18, 2002. Responses will be posted on the CIWMB's grants website www.ciwmb.ca.gov /HHW /Grants and mailed out upon request. To the extent possible, similar questions will be grouped together. Please note that no project specific questions will be answered. TENATIVE DATES ACTIVITY January 28 to April 5, 2002 Application period January 28 to March 7, 2002 Question and Answer Period March 18, 2002 Questions and Answers Posted on CIWMB Website April 5, 2002 Application submittal deadline May to June 2002 Panels review applications and prepare recommendations August 2002 CIWMB approves grants August 2002 Grant agreements developed and signed September 1, 2002 Grant recipients begin grant projects March 31, 2005 Close of grant term May 15, 2005 Deadline to submit final report and payment request TABLE OF CONTENTS I.- GRANT SUMMARY AND GUIDELINES .................................. ............................... 1 Background............................................................ ............................... 1 ApplicationEligibility ................................................... ............................... 1 GrantFunding ........................................................... ............................... 1 GrantTerm ................................................................ ............................... 2 EligibleCosts ............................................................ ............................... 2 IneligibleCosts .......................................................... ............................... 2 II. GRANT APPLICATION REVIEW AND AWARD PROCESS ........ ............................... 2 ApplicationReview ..................................................... ............................... 2 Partial Funding of Proposals ............................... ........................................ 3 * CIWMB Award of Grants ............................................. ............................... 3 III. APPLICATION INSTRUCTIONS ............................................ ............................... 3 CoverSheet .............................................................. ............................... 3 Resolution................................................................. ............................... 3 ProposalNarrative ...................................................... ............................... 4 GeneralReview Criteria ............................................... ............................... 5 Section1: Need ............................................... ............................... 5 Section 2: Objectives ....... ............................... .............................. 6 Section 3: Methodology ..................................... ............................... 6 Section 4: Evaluation ........................................ ............................... 6 Section5: Budget ............................................ ............................... 7 Section 6: Completeness, Letters of Support, Experiences, Etc ................ 8 Section 7: Evidence of a Recycled- Content Purchasing Policy or Directive .. 8 ProgramCriteria ................................ ............................... ..................... 9 Section 8: Program for *HHW Collection in Rural Areas or Small Cities ...... 9 Section 9: Multi- jurisdictional HHW Programs ........ ............................... 9 Section 10: No HHW Grant Funding During Last Two Cycles ..................... 9 Section 11: HHW Collection and /or Education Program Targeting Underserved Populations .................... ............................... 9 Section 12: Expand Existing Programs or Initiate New HHW Program to Include Collection of E- Waste, U -Waste or Paint ..................... 9 IV. GRANT ADMINISTRATION .................. ............................... .............................. 10 GrantAgreement .............. ....................................... ............................... 10 Payment of Grant Funds .............................................. ............................... 10 Audit Requirements .................................................... ............................... 10 Exhibit A Application Cover Sheet ..................... ............................... Exhibit B -1 & 2 Sample Resolutions .......................... ............................... Exhibit C Work Statement .............................. ............................... Exhibit D Sample Budget Itemization ................. ............................... Exhibit E Summary of Used Oil and HHW Grants . ............................... Exhibit F Sample Letter of Authorization .............. ............................... Exhibit G Recycled Content Purchasing Evaluation Sheet .................... Exhibit H CIWMB Grant Scoring Criteria ............. ............................... * CIWMB — California Integrated Waste Management Board * HHW — Household Hazardous Waste HOUSEHOLD HAZARDOUS WASTE GRANT FY 2002/03 I. GRANT SUMMARY AND GUIDELINES BACKGROUND Public Resources Code Section 47200 authorizes the California Integrated Waste Management Board ( CIWMB or Board) to award competitive grants to local government agencies for programs that reduce the amount of Household Hazardous Waste (HHW) disposed of at solid "waste landfills. If you have questions or need additional information, contact Eric Brown at (916) 341 -6459 or Pat McDermott at (916) 341 -6452. APPLICANT ELIGIBILITY Eligible applicants are limited to California cities, counties, and local agencies, including Indian reservations and rancherias, that recognize themselves as local agencies responsible for HHW management. Commercial businesses and nonprofit groups are not eligible to apply for this grant. Only one application may be submitted by a jurisdiction.: If you apply as part of a regional group, you cannot submit an individual application. ■ GRANT FUNDING Grant funds must be used to establish or expand HHW programs that provide permanent collection opportunities, with corresponding and effective publicity campaigns. Proposed activities should complement local and regional HHW management and used oil programs. It is anticipated that $3 million dollars will be available for this fiscal year's (FY 2002/03) HHW Grant Program. The anticipated maximum award is $150,000 per individual applicant and $300,000 per regional applicant. Public Resources Code Section 47200 directs the CIWMB to focus funding priorities toward: ♦ New programs for rural areas, underserved areas, and for small cities; e Expansion of existing programs to provide for collection of additional waste types, innovative or more cost - effective collection methods, or expanded public education services; and Regional HHW programs. For FY 2002/03 HHW Grants, in addition to the statutory priorities, the program criteria will be weighted towards jurisdictions that: o Did not receive an HHW grant award during the last two HHW grant cycles — HD9 or HD10; ♦ Propose to expand existing programs or initiate a new HHW program to include collection of e- waste, u -waste or paint; and /or ♦ Propose to establish an HHW collection program and /or an HHW collection education program targeting underserved populations. GRANT TERM The anticipated term of the grant is from September 1, 2002 through March 31, 2005. All costs must be incurred during the grant term. ■ ELIGIBLE COSTS All costs must be directly related to the development and /or management of the approved grant project. Such costs may include materials, services, equipment, and facilities that increase opportunities for the proper collection.and management of unwanted household hazardous products provided that they are reasonable, cost- effective, and focused on local and /or regional, or statewide needs as described in the application. ■ INELIGIBLE COSTS Any costs not directly related to the approved grant project are ineligible for grant funding. These include but are not limited to the following costs: ♦ Costs incurred prior to or after the grant term ♦ Costs currently covered by another CIWMB loan, grant or contract ♦ Costs to maintain existing HHW program ♦ Purchasing or leasing of land ♦ Leasing of buildings ♦ Purchasing or leasing of vehicles by non- governmental agencies ♦ Remediation ♦ Enforcement activities ♦ Management, handling, disposal, or treatment of radioactive, explosive or , medical wastes, and other extremely hazardous waste ♦ Overtime costs (except for local government staffing during evening or weekend events when law or labor contract requires overtime compensation) ♦ Out of state travel ♦ Any food or beverages (e.g. as part of meetings, workshops, training, or events) ♦ Preparation of HHW Elements ♦ Public education costs not directly tied to HHW collection ♦ Profit or mark -up by the grantee ♦ Any costs that are not consistent with local, state, and federal guidelines and regulations ♦ Cell phones, pagers and palm pilots ♦ Development of school curricula II. GRANT APPLICATION REVIEW AND AWARD PROCESS ■ APPLICATION REVIEW After the close of the application period, review panels consisting of CIWMB staff will be convened. The panels will evaluate applications using the scoring criteria listed in Exhibit H. Applicants must attain at least 77 out of the 110 possible points to be considered for funding. 2 ■ PARTIAL FUNDING OF PROPOSALS The review panels may recommend partial funding of some or all proposals. ■ CIWMB AWARD OF GRANTS The Board is expected to consider the grant funding recommendations at its August 2002 Board Meeting. III. APPLICATION INSTRUCTIONS The HHW Grant application must contain the following information in the order prescribed: ♦ Application Cover Sheet Form (Exhibit A) must have original signature; Table of Contents; ♦ Resolution(s) (Exhibits B -1 and B -2); and, if applicable, Letter(s) of Authorization (Exhibit F) ♦ Proposal Narrative (this may not exceed 15 pages): Must be addressed by all applicants: Section 1: Need; Section 2: Objectives; Section 3: Methodology, including Work Statement Form (Exhibit C); Section 4: Evaluation; Section 5: Budget, including Budget Itemization (Exhibit D); Section 6: Completeness, Letters of Support, Experience, etc.; include Summary of Used Oil and HHW Grants form (Exhibit E) Section 7: Recycled- content purchasing policy, include Recycled Content Purchasing Evaluation Sheet (Exhibit G); Address only if applicable: Section 8: Programs for Rural or Small Cities; Section 9: Multi- jurisdictional HHW Programs; Section 10: No HHW Grant funding during the last two cycles; Section 11: HHW collection or education programs targeting underserved populations; and Section 12: Expand or initiate new programs to collect e- waste, u- waste, or paint. ■ COVER SHEET (Exhibit A) The required Cover Sheet Form (Exhibit A) may be adapted to each applicant's computer software; however, the format must be followed exactly. Instructions for completing the form are on the reverse side of the form. ■ RESOLUTION (Exhibit B -1 & B -2) The approved resolution for a single jurisdiction and all supporting documents for a regional program MUST BE SUBMITTED NO LATER THAN AUGUST 6, 2002. Please select the designated signature authority carefully because only the person in the designated position will be able to sign the Grant Agreement Form and Payment Request Form. If a "designee" is authorized in the resolution, be sure to also include a letter signed by the signature authority indicating the title of the designee. 3 You must submit, preferably with the grant application package but no later than August 6, 2002, either: ♦ B -1: An approved resolution from the applicant's governing body which authorizes submittal of an application for the FY 2002/03 HHW Grant and identifies the title of the individual authorized to execute any agreements, contracts, and requests for payment (see Sample Exhibit B -1); OR 0 ♦ B -2: An approved resolution from the applicant's governing body which authorizes the submittal of grant applications to the California Integrated Waste Management Board for all available HHW or Used Oil grants under the California Integrated Waste Management Act and California Oil Recycling Enhancement Act, and identifies the title of the individual authorized to execute any agreements, contracts, and requests for payment (see Sample Exhibit B -2). Regional and JPA Programs — Multiple jurisdictions may join together to submit a regional application. A lead agency must be designated by the participating jurisdictions. In addition to submitting one of the resolutions described in B- 1 and B -2 above, the lead applicant is responsible for obtaining from the application, or providing no later than August 6, 2002, one of the following: o A letter from the county administrator /city manager (see Exhibit F) stating that the jurisdiction wants to participate in the regional program and authorizing the lead applicant to act on its behalf as both applicant and grant administrator; or, ♦ A resolution from the participating jurisdiction's governing body stating that the jurisdiction wants to participate in the regional program and authorizing the lead applicant to act on its behalf as both applicant and grant administrator; or, ♦ A copy of a Memorandum of Understanding specifically for this grant proposal authorizing the lead applicant to act on behalf of the jurisdiction both as applicant and grant administrator. PROPOSAL NARRATIVE The narrative must clearly and concisely describe and justify each task presented in the proposal. The proposal narrative should address the project summary as well as the twelve scoring criteria (Exhibit H). The narrative is limited to 15 pages, not including exhibits and attachments. A well - prepared application will address each question briefly, but thoroughly. The tip boxes should help you focus on information that is important to include. The applicant is responsible for supplying sufficiently detailed information for the. review panel(s) to fully evaluate the proposal. L, Attachments to support the proposal narrative include the Work Statement Form (Exhibit C), the Budget Itemization (Exhibit D), the Summary of Used Oil and HHW Grants Form (Exhibit E), and the Recycled Content Purchasing Evaluation Sheet (Exhibit G). Instructions for completing the Work Statement and the Summary of Used Oil and HHW Grants Forms are on the reverse side of each form. Provide attachments and any supporting documentation with the appropriate section(s) as outlined below. Briefly address each question below, remembering to note the information requested in the boxes and the application preparation tips. The proposal narrative is limited. to 15 pages not including exhibits and other attachments. GENERAL REVIEW CRITERIA (78 points possible) Introduction: Project Summary (be very brief — 1 paragraph) What is the problem you are addressing? Briefly describe your project. 1. Need (20 points) - Grant proposal clearly describes and demonstrates the local or statewide need for the project and the benefits and end products resulting from the project. Provide convincing reasons why the project should be funded. (7 pts.) Clearly describe and demonstrate the local or statewide need for the project as related to the establishment of new programs, or expansion of existing programs, that address the proper management of HHW. (5 pts.) Address identified gap in service availability or current unmet need. (2 pts.) Support the existence of the problem with surveys and /or studies. (4 pts.) Adequately describe any health and safety threats or environmental concerns. (2 pts.) Identify existing and previous grant work that supports the project or justifies a different approach. TIP: Make sure to include in the narrative past and current Used Oil and HHW Grants and how they relate to the proposal. Local Demographic Studies /Statistics include: Target population size; - . percentage of population targeted; service area; illegal dumping documentation; available collection opportunities; frequency of collections; number and location of permanent facilities; waste types collected, map of collection opportunities, amount of HHW collected (past CIWMB Form 303 information) and estimated amount collected with future program. 2. Objectives (10 points) — Grant narrative is sufficiently detailed to determine that the project: (5 pts) Is based on identified need described in the narrative. (5 pts.) Describes specific and measurable goals and objectives and how they relate to the need. TIP: The term of this grant is anticipated to be 31 months, demonstrate that your project is ready to begin and that objectives can be achieved within the indicated time frame. 3. Methodology (10 points) — Proposal narrative describes by task the activities to be undertaken to achieve the objectives. Include completion of the Work Statement Form (Exhibit C). (3 pts.) Describe why the proposed activities are the best way to address the identified need. (2 pts.) Identify staffing required to carry out the proposed project. (1 pts.) Describe involvement of cooperating organizations. (2 pts.) Present a specific plan for future funding. (2 pts.) Work Statement demonstrates that objectives can be achieved with available time and resources. TIP: List tasks; sequenced timeline (the grant term is 31 months); explain how you will achieve the objectives. Permits & variances needed? Cost of continuing program, list funding priorities and give reasons. Work Statement and grant narrative describe by task the activities to be undertaken to achieve the project tasks. If permanent facility is proposed, has CEQA been completed? 4. Evaluation (7 points) — Proposal narrative describes a method to evaluate the success of the project and determine whether objectives were accomplished. (2 pts.) Include both process and outcome evaluation. (1 pts.) Describe a method for evaluating and modifying methods during project implementation. (1 pt.) Describe clearly the criteria for determining success. (1 pt.) State who will be responsible for the evaluation. (1 pt.) Explain any statistical tests or questionnaires to be used. (1 pt.) Describe any evaluation reports to be produced. TIP: Process evaluation — did you complete what you set out to do? Outcome evaluation — did your program have an effect on your target audience? Don't confuse tracking with evaluation. n. 5. Budget (10 points) — Proposal narrative sufficiently demonstrates that the proposed expenses are reasonable. All program elements described in the proposal narrative and Work Statement are itemized in the budget. (3 pts.) Provide quotes, estimates or other documentation to support the amount requested. (3 pts) Itemize in the budget all program elements described in the grant narrative and Work Statement. (2 pts.) Describe cost savings, e.g., use of volunteer labor, in -kind services, recycling options, use of existing promotional material, etc. (2 pts.) Clearly describe, and keep to a minimum, budget items for managerial costs, contingency, or miscellaneous costs. Arrange Budget Itemization by these categories: Permanent Collection Facilities: Costs for the establishment, expansion, and operation of a permanent HHW collection facility. Costs for recycle -only facilities should also be included here. Temporary or Mobile Collection: Costs for one -day, intermittent collection events, or mobile collection (other than residential collection) of HHW. Residential Collection: Costs to establish, continue, or expand curbside or door -to -door collection of HHW. Publicity and Education: Costs for the development, printing, and distribution of HHW publicity or educational materials that promote HHW collection opportunities. Load Checking: Costs for inspection of loads at solid waste landfills or transfer stations for HHW. Costs for containment (permanent or semi - permanent structure) should also be included here. Personnel /Other: All personnel costs and any other eligible expenditure that cannot be assigned to another category. TIP: Be sure to include Budget Itemization (Exhibit D). Review the ineligible and eligible cost sections of this application package to determine eligible costs. Reference the page number of your quotes; provide details for equipment, services and supplies; justify all non - specific costs such as overhead and miscellaneous. If quote lists more than one item, please highlight the applicable item. Proposal narrative and Budget Itemization demonstrates that the project is cost effective and makes judicious use of the requested grant funds. Make the budget clear and concise; present the budget in such a manner that someone unfamiliar with your organization will understand it. Carefully check the accuracy and cost - effectiveness of all budget items, extraneous and unsupported budget items will count against you! Items for which there are no quotes may be eliminated. All items listed in the Budget Itemization must be discussed in the narrative. 7 6. Completeness, Letters of Support, Experience (5 points) - Grant proposal is clearly presented and completed as required in the application instructions including adherence to all specified deadlines. Includes evidence that the applicant or its contractor(s) have sufficient staff resources, technical expertise, and experience successfully managing grant programs, to carry out the proposed project. Includes completed Summary of Used Oil and HHW Grants Form (Exhibit E). (2 pts.) Include letters of support for the project. (2 pts.) Address ability of the applicant to coordinate contracted activities and past Used Oil /HHW grant performance. (1 pts.) Include resumes and /or background statements for key project personnel and contractors, references, etc. TIP: Double check your application and make sure everything asked for is included, and in the order required. Avoid assumptions that the application is the same as last year or that reviewers have access to outside information. Provide Letters of Support to sufficiently support your proposal —for example, for a Regional application be sure to include letters of support from as many jurisdictions as possible that will be impacted by the proposal. Note: Letters of Support may be addressed to Kelley Tyack (see page 11 for mailing address). 7. Evidence of a Recycled- Content Purchasing Policy or Directive (16 points) — Applicant demonstrates evidence of recycled- content policy by the purchase of recycled- content products, recycled or reused products, such as re- refined oil, recycled- content paper, use of compost and mulch, and other "green" products or materials, or engages in other waste reduction activities where appropriate and feasible. Applicant will be awarded points if: (4 pts.) Policy is in place or has been adopted during the application period by the applicant, or its governing body. Include a copy of the policy or directive. (4 pts.) Applicant can provide evidence of purchasing recycled- content products. (4 pts.) Applicant, or its governing body, can provide evidence of sustainable practices pertaining to re- refined oil within the past year. (4 pts.) Applicant, or its governing body, proposes to evaluate their Recycled - Content Products (RCP) purchasingr policy annually. Evaluation should address the positive and negative features, the sustainable practices performed during the past year, and a plan to increase the percentage of RCP by applicant. TIP: Make sure to include Recycled Content Purchasing Evaluation Sheet, (Exhibit G), and that the signature authorized in the resolution signs the certification at the bottom of the form. Documentation can be in the form of an agreement, recent invoice(s) that clearly show purchase of recycled- content products, or a policy /directive statement. Check your local jurisdiction General Services Agency or Administrative Services Department for a recycled- content purchasing policy or directive. PROGRAM. CRITERIA (32 points possible) 8. New Programs for HHW Collection in Rural Areas and /or Small Cities 3 points), - • A Rural Area is a county having a population of 200,000 or less. • A Small City is a city with a population of less than 35,000. TIP: Check the Dept. of Finance, Demographics Unit, latest population statistics for cities and counties prior to completing this section. Their web address is httpJ/www.dof.ca.gov. 9. Establishes Multi- Jurisdictional HHW Programs (2 points) - • What regional needs will the proposed program meet? • Which jurisdictions will be participating? • Why is each jurisdiction participating in the program, consider cost efficiency, geographical boundaries, economies of scale, etc.? TIP: A jurisdiction is defined as a city or county, a city and county, or regional agency. 10. Did Not Receive HHW Grant Funding During Last Two Cycles (5 points) - • Grant Proposal is from an applicant who did not receive an HHW Grant award during the last two cycles — HD9 FY 2000 -01 and HD10 FY 2001 -02. TIP: If your jurisdiction, or any participating jurisdiction in your regional application, did not receive funding in the HD9 or HD 10 Grant Cycles, you are eligible for these points. 11. Establish an HHW Collection Program and /or an HHW Collection Education Program Targeting Underserved Populations. (12 points) - • Grantee should clearly describe a specific strategy for targeting this population taking into consideration cultural differences, levels of education, economics, and accessibility to HHW collection. TIP: What percentage of the jurisdiction's population does this target audience represent? What percentage of this population changes their own oil? If you are establishing an HHW collection program, how will your program be financed after the grant is over.- tipping fees, service charges, user fees? Provide the funding plan in a letter from your designated signature authority if you are proposing a permanent facility. 12. Expands Existing Programs or Initiates a New HHW Program to Include Collection of E- waste, U -waste or Paint (10 points) - • How will program expand HHW collection opportunities? • What additional waste types will be collected? TIP: If additional waste types are being added, please be sure they are described in the need, objectives, etc. 9 IV. GRANT ADMINISTRATION ■ GRANT AGREEMENT Following the Board's approval of the grant applications, tentatively scheduled for the August 2002 Board Meeting, the awarded jurisdictions will receive a Grant Agreement that includes the Terms and Conditions and the Procedures and Requirements. Copies of these documents in draft form are available for review by grant applicants. Call the CIWMB at (916) 341 -6457 to request these documents or view them on our website (http: / /www.ciwmb.ca.gov /HHW /Grants /default.htm). The Grant Agreement will include the applicant's Budget Itemization and Work Statement. The signature authority, designated by resolution, is the only person authorized to sign the Grant Agreement. This grant may not be funded unless the proposed Grantee meets the following two conditions within 90 days from the date of mailing of the Grant Agreement by the CIWMB: 1) the return of a complete and signed Grant Agreement; and 2) the full payment of all outstanding debts owed by the proposed Grantee to the CIWMB. Check with your Accounting Office to determine if your jurisdiction has any outstanding CIWMB invoices. The grant agreement is tentatively scheduled for a term of 31 months beginning September 1, 2002 and terminating March 31, 2005. PAYMENT OF GRANT FUNDS Grant funds are paid on a reimbursement basis for actual costs directly related to the implementation of the approved project. Payment will be made only for, costs described in the applicant's approved Budget_ Itemization. All payment requests must be prepared as described in the Procedures and Requirements and include an itemization with documentation of claimed expenses (e.g., receipts, invoices, Personnel Expenditure Summary Forms, etc.) Ten percent (10 %) of each approved payment request will be withheld until completion of the grant terms. AUDIT REQUIREMENTS The Grantee agrees that the CIWMB, the Department of Finance, the Bureau of State Audits, or their designated representative(s) shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this Agreement. The Grantee agrees to maintain such records for possible audit for a minimum of three (3) years after final payment, unless a longer period of records retention is stipulated, or until completion of any action and resolution of all issues which may arise as a result of any litigation, dispute, or audit, whichever is later. The Grantee agrees to allow the designated representative(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, the Grantee agrees to include a similar right of the State to audit records and interview staff in any contract or subcontract related to performance of this Agreement. 10 Applications must be postmarked by Friday, April 5, 2002. Applications postmarked after that date will not be accepted. Hand delivered, e- mailed, or faxed applications will not be accepted. Mail applications to: California Integrated Waste Management Board Attn: Kelley Tyack, Grant Administration Unit, HD 11 Grant 1001 I Street, MS -10 P.O. Box 4025 Sacramento, CA 95812 -4025 11