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HomeMy WebLinkAboutAGENDA BACKUP 06-21-84 Costa itary District BOARD OF DIRECTORS NO. I V. BIDS & AWARDS 1 6/21/84 POSITION ftAPER I VIA: ROGER J. DOLAN r"" General Manager-Chief Engineer DATE June 18, 1984 SUBJECT TYPE OF ACTION AWARD CONTRACTS FOR MHF SYSTEM ASH HANDLING IMPROVEMENTS AND AUTHORIZE $320,000 FROM SEWER CONSTRUCTION FUNDS AWARD CONTRACTS AUTHORIZE FUNDS John A. Larson, Eng. Div. Mgr. INITIATING DEPT./DIV. Engineering SUBMITTED BY ISSUE: Contracts must be awarded or bids rejected within 45 days of the bid opening. Funds for this work must be authorized-from Sewer Construction Funds. BACKGROUND: The work required to complete the Multiple Hearth Furnace (MHF) System repairs includes providing a reliable ash handling subsystem that minimizes potential dusting problems associated with full-time operation. The Board authorized a contract with Bechtel Civil and Minerals on April 15, 1984, to evaluate the existing ash handling subsystem problems and to recommend solutions. The work identified by Bechtel includes modification of existing equipment and addition of new equipment to reduce the frequency of plugged ash bins and conveying lines, and to mitigate dusting during operation. Also recommended is the provision of a truck loading facility to accommodate larger capacity trucks to minimize transportation costs. The implementation of these improvements will be coordinated through a project team consisting of District, Bechtel, and Contract personnel. A subsequent agenda item addresses a contract with Bechtel for final design, construction management, and electrical inspection services (Engineering: Item No.1). The work will proceed under two major contracts. Contract No.1 is the direct District purchase of major equipment. Contract No.2 is for the mechanical and electrical installation of new equipment, and modification of existing equipment. Included in the installation contract are miscellaneous instrumentation and MHF control improve- ments not associated with the ash handling subsystem. The estimated cost for all materials, equipment, and contract labor for these improvements is $320,000. Contract No. 1 (direct purchased equipment) was advertised on May 23 and 28, 1984, and three bids were opened on June 11, 1984. A tabulation of the bids received is presented on Attachment 1 to this position paper. Hoffmyer Corporation, the low bidder at $21,072 was nonresponsive because the equipment bid did not meet the required capacit~ and exceptions were requested of the required technical specifications. Continental Screw Conveyor is the lowest responsive and responsible bidder at $24,296. REVIEWED AND RECOMMENDED FOR BOARD ACTION JAL ~ ~ RAB G~. ~ ~HIEF ENG. 7/, ~ ~~A. v I RJ D INITIATING DEPT./DIV. \I~ Contract 2 (installation work) was advertised on May 25 and 30, 1984, and five bids were opened on June 12, 1984. A tabulation of the bids received is included as Attachment 2 to this position paper. The Engineers estimate for the work is $211,330. Altec, Inc. is the lowest responsive and responsible bidder at $153,176.15. RECOMMENDATION: 1. Award a purchase order to Continental Screw Conveyor for $24,296.00 to provide 2 screw conveyors, a replacement screw, and miscellaneous other equipment for the Multiple Hearth Furnace System Ash Handling Improvements. 2. Award a contract to Altec, Inc. to provide labor and miscellaneous materials for. installing various items of equipment associated with the Multiple Hearth Furnace System Ash Handling Improvements. 3. Approve an authorization of $320,000.00 from Sewer Construction Funds to allow the MHF Ash Handling System Improvements and Miscellaneous Instrumentation Improvements to proceed to construction. REVIEWED AND RECOMMENDED FOR' BOARD ACTION INITIATING DEPT./DIV. GEN. MGR.lCHIEF ENG. ATTACHMENT NO.1 CENTRAL _~NTRA COSTA SAf'.. ~.ARY DISTRICT BID REQUEST NUMBER: E0284D FOR: . T~o Screw Conveyors, Screw, Misc. Components BID OPENING DATE June 11, 1984 TIME BIDDER NAME BID PRICE . ADDRESS PHONE Continental Screw Conveyor $24,2960 . General Conveyor, Inc. $28,150 * (orporation $21,072 Hoffmeyer 00 {*Non-responsive Bidder} Engineer's Estimate $25,000 . 00 . . . . . . OPENED BY . RECORDED BY ATTACHMENT 2 CENTRA"4 CONTRA COSTA S#-__~ITARY DISTRICT JOB Description: Incinerator Improvements 3694.3 Bid Request No.: E0294D DATE ENGR. EST B I DOE R NAME BID PRICE ADDRESS PHONE ALTEC COMPANY 1660 Green Island Road $153,176.15 Vallejo, CA 94589 MONTEREY MECHANICAL COMPANY 8275 San Leandro Street $185,843.67 Oakland, CA 94621 GENERAL CONVEYOR INC. 2140 N. Broadway $199,308.00 Walnut Creek, CA 94596 SCOTT COMPANY 1919 Market Street $219,042.26 Oakland, CA 94604 ENGINEERING CONSTRUCTION INC. P.O. Box 906 $257,030.00 Concord, CA 94522 Engineer's Estimate $211,330.00 JOB CHKD.BY BY DATa;: DATE-___ SHEET NO._ OF District BOARD OF DIRECTORS NO. I V. BID S 2 & AWARDS 6/21/84 1984 POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer DATE June 4, SUBJECT AUTHORIZE AWARD TO PURCHASE SULFUR DIOXIDE LIQUID FROM VIRGINIA CHEMICAL CO. FOR THE PERIOD JULY 1984 THROUGH JUNE 1985 TYPE OF ACTION AWARD OF PURCHASE SUBMITTED BY INITIATING DEPT./DIV. Ken F. Laverty, Purchasing & Material Off. Administrative ISSUE: The District has advertised and received bids (Bid Request T0264C) for sulfur dioxide 1 iquid to be used by the treatment plant in the fiscal year 1984/85. BACKGROUND: The Bid Request was publicly advertised and issued to four separate companies. There were three responses received as follows: Total Del ivered Unit Price Per Ton Olympic Chemical Virginia Chemical Com i nco Ame r i can $168.27 158.80 165.61 Analysis by Purchasing staff indicated that the lowest responsible bidder was Virginia Chemical. This firm is the District's current supp1 ier of sulfur dioxide, at a per ton cost of $158.53 del ivered. On the basis of an annual usage of 305 tons, the anticipated value of the proposed blanket purchase order for the period July 1984 through June 1985 is $48,434.00. RECOMMENDATION: Authorize award to purchase sulfur dioxide 1 iquid from Virginia Chemical Co. for the period July 1984 through June 1985 at a per ton cost of $158.80. REVIEWED AND RECOMMENDED FOR BOARD ACTION CCS INITIATING DEPT./DIV. ~ " " l:-l ~. u ..:::t ...0 N o I- L o II: ... III 2: :J Z l ti I~ i\~I:3 ~ . I...... ;: If'" IU' Vl <( > ~I~~ C ::I....... 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N 00 '" . cc<S Central Contra Costa Sanitary District BOARD OF DIRECTORS NO. V. CONSENT CALENDAR 4 6/21/84 POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer DATE JUNE 12, 1984 SUBJECT QUITCLAIM SEWER EASEMENT, JOB 543, PARCEL NO.1 - WALNUT CREEK AREA TYPE OF ACTION APPROVE QUITCLAIM OF EASEMENT SUBMITTED BY DENN I SHALL INITIATING DEPT./DIV. ENGINEERING DEPARTMENT/CONSTRUCTION DIV. ISSUE: Alpine Woods Associates, owner of property at 200-264 Botelho Drive in Walnut Creek, has requested the District to quitclaim the subject easement which lies within their property. BACKGROUND: All of the structures which were served by the subject easement have been razed. A large office building is being constructed on the site, and the easement is no longer required. The existing sewer in the easement will be abandoned per District standards. RECOMMENDATION: Approve and execute Quitclaim Deed and authorize its recording. REVIEWED AND RECOMMENDED FOR BOARD ACT/ON .. DH .b96 \JL- JMc RAB INITIATING DEPT./DIV. RJD '. ,: i ,;:"1 I' '"jl.'J ~~,_t!~:,;---~:~- --;-. ~ 'tk., ~ "f0 DIABLO 4.{~ ""-./ ~ VISTA / ..- ~ ~J- ~ 6a' '0 ~. ~tl~', ~-l. .. SCA.l.E. 1~ 100;~ QUITCLAIM EASEMENT Wi~~UT543 PARCEL 1 CREEK AREA RESOLUTION NO. 84- A RESOLUTION AUTHORIZING EXECUTION OF QUITCLAIM SEWER EASEMENT, JOB 543, PARCEL 1, WALNUT CREEK AREA BE IT RESOLVED by the Board of Directors of the Central Contra Costa Sanitary District as follows: THAT, this District hereby consents to the execution of "Quitclaim Deed" with ALPINE WOODS ASSOCIATES, Job 543, Parcell, dated June 21, 1984; and THAT the President and Secretary of this District are hereby authorized and directed to execute said document for and on behalf of the Central Contra Costa Sanitary District. PASSED AND ADOPTED this 21st day of June, 1984, by the District Board of the Central Contra Costa Sanitary District by the following vote: AYES: Members: NOES: Members: ABSENT: Members: President of the Board of Directors, Central Contra Costa Sanitary District, County of Contra Costa, State of Cal ifornia COUNTERSIGNED: Secretary of the Central Contra Costa Sanitary District, County of Contra Costa, State of Cal ifo Approved as to Form: -,----,---_.,-_.------'".._~-_.,~..,---'-_._----_.._------_.,..,~.._.-,...__._._------_.~-,---.~_..,'~._.__..--- ~ Central Contra Costa Sanitary District BOARD OF DIRECTORS OS 0 ftAPER I VIA: ROGER J. DOLAN P ITI N r"'I"'l General Manager-Chief Engineer SUBJECT EXECUTE "CONSENT TO DEDICATION FOR PUBLIC ROADS1' TO CITY OF DANVILLE - JOB 3445 - PARCEL 5 NO. V. CONSENT CALENDAR 5 6/21/84 DATE JUNE 12, 1984 TYPE OF ACTION APPROVE CONSENT TO DEDICATION DENNIS HALL INITIATING DEPT./DIV. ENGINEERING DEPARTMENT/CONSTRUCTION DIV. SUBMITTED BY ISSUE: Blackhawk Road, a publ ic road, is being widened 12 feet by map dedication to the City of Danville. This 12-foot widening crosses an existing District sewer easement. BACKGROUND: The City requires a "Consent to Dedication" whenever a parcel of land is dedicated to the City for public use if said parcel encroaches upon an existing easement. This is our standard "Consent to Dedication" document; the District retains prior rights. RECOMMENDATION: Approval, execute document, and authorize its recording by the City of Danville. REVIEWED AND RECOMMENDED FOR BOARD ACTION INITIATING DEPT./DIV. ,ft./ ~v, DH I/IJI/ L3/J6 v;(... GE ICHIEF ENG. (~ 'lV . j JMc RAB RJD .... ..... c\"",) l', ~, .. ..... ------ " BLACK HA WH 7. 05. ' ~/). \, ,..-- ,~ ~...I.... ~ ~~ ~~ ~. /2/ \Stl':' -= I~ 5' ~~6-.../-L "f 1:"0 C/~ ~ I AReA of COAlSEN! ...... IY) ~\ ~..... ~..'" .." ':""" ~ ~ ~~ ~ ~~ ~y ~ rNOS A ((r; 0(( t,- -, \' .....' ~ ~ CONSENT TO DEDICATION JOB 3445 DANVILLE AREA RESOLUTION NO. 84- A RESOLUTION AUTHORIZING EXECUTION OF CONSENT TO DEDICATION FOR PUBLIC ROADS TO CITY OF DANVILLE JOB 3445, PARCEL 5, BLACKHAWK ROAD BE IT RESOLVED by the Board of Directors of the Central Contra Costa Sanitary District as follows: THAT, this District hereby consents to the dedication of certain property for publ ic purposes contained in that certain dedication instrument dated June 21, 1984 and described as follows: "10. C.C.C.S.D. (11737 O.R. 937) on Minor Subdivision 852-83" THAT the President and Secretary respectively of this District are hereby authorized and directed to execute such dedication for and on behalf of the Central Contra Costa Sanitary District. PASSED AND ADOPTED by the District Board of the Central Contra Costa Sanitary District this 21st day of June, 1984 by the following vote: AYES: Members: NOES: Members: ABSENT: Members: President of the Board of Directors, Central Contra Costa Sanitary District, County of Contra Costa, State of Cal ifornia COUNTERSIGNED: Secretary of the Central Contra Costa Sanitary District, County of Contra Costa, State of Cal if j Approved as to Form: -----,-----^._----~---------_._-~---"._.~_.~-~,._-,~.,-~_.._-~"--_._~---,_._-----,_._..._-_.__._,_._-..^.._-_.._~--~._-------_._._.__._--~-- itary District BOARD OF DIRECTORS N~ VI. ADMINISTRATIVE 1 6/21/84 OSITION nAp R I VIA: ROGER J. DOLAN P r""" E General Manager-Chief Engineer SUBJECT RECEIVE DEFERRED COMPENSATION PLAN ADVISORY COMMITTEE ANNUAL REPORT DATE June 13, 1984 TYPE OF ACTION Receive Annual Report SUBMITTED BY Walter N. Funasaki. Finance Officer INITIATING DEPT./DIV. Administrative Deoartment ISSUE: The Districtls Deferred Compensation Plan Advisory Committee (Committee) has prepared its annual report to District management and the Board of Directors. BACKGROUND: The Board of Directors approved the establishment of the Committee in January 1982. The scope of activities of the Committee includes the submission of an annual report to District management and the Board of Directors. The annual report of the Committee for the March 1983 to March 1984 period is submitted herewith. RECOMMENDATION: Receive and consider the annual report of the Deferred Compensation Plan Advisory Committee. REVIEWED AND RECOMMENDED FOR BOARD ACTION WNF PM ~;~t"'., E'G. -, IN#~~. ~ RJD DEFERRED COMPENSATION PLAN ADVISORY COMMITTEE ANNUAL REPORT Introduction The Deferred Compensation Plan Advisory Committee (Committee) was established by the Board of Directors to facilitate the internal administration of the District's Deferred Compensation Plan (Plan). The scope of the Committee's activities are: Establish internal District administrative procedures within the provisions of the Deferred Compensation Plan document. Educate participants regarding the Plan provisions by issuing a handbook which summarizes the Deferred Compensation Plan, and responding to queries from participants. Review accountability by the Plan Administrator, Hartford Variable Annuities Life Insurance Company (Hartford), and respond to participants' queries regarding accuracy or propriety of account balances. Review participants' requests for emergency withdrawal of funds. Review investment performance of the Deferred Compensation Plan on an annual basis. Committee Accomplishments The following activities were completed by the Deferred Compensation Plan Advisory Committee since March 1983: Internal District administrative procedures - The internal administrative procedures for the District's Deferred Compensation Plan were revised as necessary. Education of participants - The employee handbook summarizing the Deferred Compensation Plan provisions was updated to reflect changes in interest rates, social security rates, and Committee membership. General queries from participants regarding the Plan were responded to by Committee members. Review accountability by the Plan Administrator - There was a marked decrease in queries from participants regarding account accuracy and propriety. Following a proposal by Hartford that the District convert to a contract which Hartford is presently using for its new clients, the Committee performed an extensive analysis of the proposed new contract. The proposed contract offers three new investment options under a revised fee structure; however, the Committee concluded that further information on the performance of these investment options is necessary before a contract change can be recommended. Additional analysis of the proposed contract will be undertaken concurrently with a study of competing plans. Review requests for emergency withdrawals - One emergency withdrawal request was reviewed and approved. In addition, an applicant appealed a previously denied emergency withdrawal request; the court's judgment required that a withdrawal payment be made from the deferred compensa- tion fund, and a disbursement was made pursuant to that judgment. A third emergency withdrawal request was reviewed by the Committee and withdrawn by the applicant before action was taken. Review investment performance of the Plan - A summary which presents the investment performance of the Plan is provided on an attachment. Current Committee Activities The Committee is currently involved in the following major activities: The Committee has reviewed the Plan document and has completed a draft revision which incorporates changes required by new Internal Revenue Service regulations as well as changes recommended by Hartford. The draft is currently undergoing legal review, and the Committee will prepare a report of its recommendation to District Management and the Board following this review. The Committee is undertaking a review of other deferred compensation plans in order to evaluate the competitive standing of the Hartford administered deferred compensation plan. Conclusion During the twelve month period March 1983 through March 1984, the Committee has accomplished all of the responsibilities included within its scope of activities. This has been achieved through the conscientious efforts of the Committee members. The performance of Hartford in administering the Plan during this period is considered to be satisfactory. The Plan's investment performance during the calendar years ended December 31, 1981 and December 31, 1982 has exceeded the general securities market, as measured by the Dow Jones indexes; for the calendar year ended December 31, 1983, stock accounts underperformed the general market while the bond accounts exceeded it. Interest earned on fixed interest accounts has generally reflected the prevailing short-term interest rates. Committee Members: ~~.~""J. Walter Funasaki James Coe KfA1 ~ VU/u~ Kenneth Harrison J~~ Donita Hohenstein ~Ad~ J'tM.e Harriette Stahl <'1 co r- CT\ U ...... ...... c: 0 r- z V'l c:( ......z Oc:( ...J LU N >-o...UOO c: Z O'l c(Zc(.....-t r-O::: ............ c: Zt-Q.....-t c:(c:(LL.CO V') V1 0:: 0"1 Z LU...... c:r.:WQ... r-O- 0 V'l:E:r-LU OOZO uuwz: :E:LU c:( 0 r- 0:: w V') 0:: r-C:LUc:( ZC:>LU OLUZ>- ULL....... 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U")U1 0"1 0 LOON 0'\ 0'\ q- M \0 ...... - 0<'1 NI.....II <:I' O'l ..... 0 ...... N -0 """ C!) U "'C ><01: .,...~ 0 LL.V'lCO <.. ItI C!J >- ...... CO C"> ...... <'1 <'11 '" O'l '" l.t'l ~M""" J.l") Z_ _ O"l Ln...... Ln ........ CO........ M \C Lt') M 1..0 .. .. .. .. C"I CO N 0 ..... <'1 N <:I' ...... N - ..,.. M \0 Lt") l...O (".JON Ll') ~~~N m\OM...... ...... - """ C\J......\O en CO c::t........ en NM........ ("l") \O~\O ...... O<:l'NCO N N ..~ ..,.. <'1 '" '" 0 0'<1'0 l.t'l 1.(')0"\...... N ~ ~ ~ C"I \0 r--. N ...... - ..... IIII:::t c::T oq N M\O"l::tc::t ,"0 <:I' <:I' <:I' ~ o ..... '" <'1 <'1 <'1 l.t'l CO <'1 '" l.t'l <:I' ...... N - - '<I' <:I' ......ICOII ........ CO l..O ...... ...... N -0 """ QJU-o ><01: 'r- +oJ 0 LL.VlCO N OJ '" ...... '" l.t'l ...... l.t'l ..... <'1 Q)......Nc::t I: ~ ~ ~~ ~ c..oM\OLn 'd" O"l ...... Lt') 0...... c::T \0 NC"ICOO'l ..... '<I' N <:I' N <'1 ..... - l.t'lNCOg OOCON o l.t'l O'l <:I' .. .. .. .. c::t Lt') c::T Ln ...... ...... - N......"'0 C\J......M........ ...... L.t") C"l Lon .. .. .. .. NCO<:l'l.t'l NMNOO <'1 <'1 ..,.. <'1<'1.....~ '" '" <'1 0 C'J Ln 0"1 Ln M CO........l.l") ...... ...... ..,.. <:I'O'lO'l~ co co M...... Lt')O'\,.....,M .. .. .. .. ..... <:I' N l.t'l c::t 0...... \.0 MCOIIII:::tLn ~ ~ N <'1 - ..... <:I' Nloll ........C'\L(')M ...... N -0 """ QJU-o ><01: .,... +oJ 0 LL.VlCO <'1 CX'J C"I ...... CENTRAL CONTRA COSTA SANITARY DISTRICT DEFERRED COMPENSATION PLAN THE HARTFORD PROPOSED FUNDING CONTRACT CONVERSION REPORT BY The Deferred Compensation Plan Advisory Committee Walter Funasaki James R. Coe Ken Harrison Donita Hohenstein Harriet Stahl Chaiman Collection System Operations Plant Operations Engineering Administration - May 1984 - The Hartford Proposed Funding Contract Conversion Report TABLE OF CONTENTS Section Page 1. Introduction..................................... . 2. Existing Funding Contract Descriptiun.............................. 2 3. Proposed Funding Contract Descri pt ion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 4. Existing and Proposed Funding Contract Compari son Summary................................ 9 5. Proposed Funding Contract Conversion Cost Impact Analysis... ................ 16 6. Reference Survev.................................. 20 7. Conclusions and RecolTli1endations................... 21 Section 1. INTRODUCTION The District established a Deferred Compensation Plan in January 1976 after voluntarily withdrawing from participation in the Federal Social Security System. The Di strict entered into an agreement at that time wi th Hartford V ari ab 1 e Annuity Life I nsurance Company (Hartford) to act as Plan Administrator. To facilitate the internal administration of the Plan, a Deferred Compensation Plan Advisory COlTlilittee (Committee), operating under the guidance of the District Finance Officer, was established by the District Board on January 28, 1982. The Committee has received a proposal from Hartford which would offer the opportunity for the District to convert to a recently developed funding contract. The proposed funding contract generally differs from the existing funding contract in terms of offering more investment options for the plan participants while proposing a significantly altered fee structure. The Committee has produced this report in order to describe and ana- lyze the key features of the proposed plan and to present conclusions and recommendati ons on Hartford I s proposal. The major components of the exi sting funding contract and the proposed funding contract are outlined in Sections 2 and 3. Section 4 of the report provides a side by side comparison of the features of the two contracts and Section 5 dea 1 s wi th an ana lys is of the impact of the fee structure of the proposed plan. - 1 - Section 2. EXISTING FUNDING CONTRACT DESCRIPTION I. FUNDING OPTIONS A. Fixed Interest Fund Investments will be guaranteed a specified interest rate by Hartford. B. Fixed Income Fund (Bond) Investment will be made primarily in fixed income securities with emphasis placed on obtaining as high a level of current income as poss i b 1 e withi n the framework whi ch also recog- nizes the need to preserve a participant's capital. C. Stock Fund Investments will be made in equity-type securities with emphasis on long-term capital growth primarily through capital appreciation with income a secondary consideration. II. DEPOSIT FEES A. There are no deposit fees on contributions to the Fixed Interest Fund. B. The deposit fees on contri buti ons to the Bond and Stock Funds are assessed on total contribution, whether or not they are split between the Bond and Stock Funds, as follows: 1. On the first $2,500 5 percent 2. On the next $47,500 3.5 percent - 2 - Section 2. 3. On the next $50,000 2 percent 4. Thereafter percent III. WITHDRAWAL FEES A. A 3 percent penalty fee is charged on the Fixed Interest Fund for Lump Sum Withdrawal if it is made over a period of less than three years. B. No deduction for withdrawal fees will be made: 1. In the event of death of a participant 2. If the account is pai d out under one of the annuity options 3. If funds are paid out over a period of three years or longer. C. There is no withdrawal fee charged on the Bond and Stock Funds. IV. ANNUAL POLICY FEES A. There is no policy fee on the Fixed Interest Funds. B. A $10 annual pol icy fee is charged to the Bond and Stock Funds. V. ANNUAL ASSET DEDUCTION CHARGES (VARIABLE FUNDS) A. Hartford wi 11 make an annual asset charge based on a per- centage of the average daily net assets of the variable - 3 - Section 2. funds. These deductions are on the variable fund accounts as a whole and are not shown on a participant's quarterly statement. B. Asset charge for mortality and administrative undertaking is 1 percent. C. Asset charge for investment advisory and administrative services is .50 percent. VI. FUNDING OPTION CONVERSION FEES AND LIMITATIONS A. Past Accumulation 1. No transfer fee 2. Amounts transferred from the Fixed Interest Fund to the variable funds are subject to a limitation of one-sixth of the Fixed Interest Fund and may be subject to deposit fees. B. Future Contribution 1. No transfer fee 2. No amount limitation. - 4 - Section 3. PROPOSED FUNDING CONTRACT DESCRIPTION I. FUNDING OPTIONS A. Fixed Interest Fund Same as existing plan; however, on conversion to the propos- ed contract the current annual interest rate on 8.25 percent fixed interest account assets will be increased to 10 percent. The 8.25 percent interest rate is only app 1 i ed to funds contributed prior to March 1980. B. Fixed Income Fund (Bond) Same as existing contract c. Stock Fund Same as existing contract D. Government Securities Fund Investments will be made only in obligation issued or guar- anteed by the U. S. Government with emphasis on obtaining a high level of current income. E. Money Market Funds Investments will be made in money market securities with emphasis on obtaining a high level of current income consis- tent with liquidity and preservation of capital. F. Adviser's Fund Investments wi 11 be made in COlilmon stock and other equi ty securities, bonds and other debt securities, and money - 5 - Section 3. market instruments. The investment objective will be to realize as high a level of long-term total rate of return as is consistent with prudent investment risk. Total rate of return consists of current income, including dividends, interest, and discount accruals, and capital appreciation. Hartford will have discretionary authority to vary the investment of the fund among equity and debt securities and money market instruments depending upon its analysis of market trends. II. DEPOSIT FEES (ALL FUNDS) No deduction will be made for sales expense at the time of allo- cation of contribution to the funds. III. WITHDRAWAL FEES (ALL FUNDS) A. A deduction for contingent deferred sales charges will be made if there is any surrender of contract values during the first fifteen years of a participant's individual account and funds are pai d out over a peri od of 1 ess than three years. (Lump Sum Withdrawal) 1. During the first eight years a deduction of 5 percent will be made against the full amount of any such sur- render. 2. Duri ng the next seven years a deducti on of 3 percent will be made against the full amount of any such surrender. 3. After fifteen years there is no deduction. 4. Such charges wi 11 in no event ever exceed 8.5 percent when app 1 i ed as a percentage agai n st the sum of all contributions made to a participant's account. - 6 - Section 3. B. No deduction for withdrawal fees will be made: 1. In the event of death of a participant 2. If the account is pai d out under one of the annuity options 3. In the event of a financial hardship withdrawal 4. If funds are pai d out over a peri ad of three years or 1 anger. IV. ANNUAL POLICY FEE (ALL FUNDS) A. Annual policy fee of $25 1. Fee is subject to increase after May 1, 1984 2. Fee will never exceed $50. V. ANNUAL ASSET DEDUCTION CHARGES (VARIABLE FUNDS) A. Hartford will make an annual asset charge based on a percentage of the average daily net assets of the vari ab 1 e funds. These deductions are on the variable fund accounts as a whole and are not shown on a participant's quarterly statement. B. Asset charge for mortality and administrative service is 1 .25 percent. C. Asset charge for investment advisory and administrative services: 1. Fixed Income and Stock Funds .5 percent - 7 - Section 3. 2. Money Market and Government Securities Funds .375 percent 3. Adviser's Fund .75 percent VI. FUNDING OPTION CONVERSION AND LIMITATION A. Past Accumulation 1. Each exchange of assets is subject to a $5 transfer fee. 2. Limitations on amounts transferred are the same as existing contract. B. Future Contribution Same as existing contract - 8 - Section 4. 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(]) -I C Vl ~H 0 C Vl z: n:l I V') fo- U V') L.1J e( I t.O c:: L.1J I ~ fo-, ~ I e( = 81 fo- u z: I e( z: 01 > I 0 I ~l 0 I ...... e( fo- 0 I U c..1 I :;:) 01 e ! &:1 L.1J e i I I (]) Q) i tw ! C C c::c c::c I I 0 0 "- "- I , i V') , z: z: z: V') r i -I e( I "0 ..J I I C 0 I e( ::10 .j..l Q) :;:) fo- I lJ... .j..l 0) Q) I z: U I Vl (]) Q) n:l 0) z: ~ I "0 Q) 0) Vl ~ 0 n:l e( ~I c c "0 VI n:l n:l Q) .j..l s- fo- ::10 C n:l ~ Q) > Q) I z: lJ... .,.... 0 Q) (])VI ~ n:l (]) >VI I 0 .j..l co ~ >+.> U Vl Vl n:l.j..l I U 01 +.> U u n:l Q) C Q).j..l n:l Q) ...... VI::! C VI .,.... ..s:::: Q) Q)Q)VI Q ~ Q)"O Q).,.... Q) VI .j..l VI ~..s::::VI L.1J .... ~ Q) ^E ..s::::n:l ~4-~ u.j..ln:l V') 0 Q)"O oc.j..l Vl .;: 4- .j..l I 0 z: .j..l CUn:l .j..l ~ O.j..l c.. 81 c .j..l ::!cu4-Q) Q) o Q) I 0 >-lQ) .-. _ 0 c:: ~~ ~ c c:: I Vl a.. I "0 VI "0 <;-e - >, Q)n:l uQ)L.O<;-e..... I I X ox,...... L.O .,.... .,.... I I .,.... 0 .j..l'r- . . n:l n:l I f-.-t~---- lJ........N"O "0 --.-----..-- ---------- I I I ! I I I l- I I U "0 I e( I Q) I 0:: ~I C C 0) I fo- ::10 n:l I z: lJ... 'r- ~ VI 0 .j...l (]) .j...l u .j..lU >Q) I ~I VI::I n:lVl I ~ Q)"o VI I z: ~Q) Q) n:l - Q)"O ..s:::: I- .j..l .j...l .j..l V') 81 C.j..l c (]) I I ...... >-lQ) n:l 4-C I 0 >< I VI I L.1J "0 VI ~ >, Q) n:l o-,g......- X L.O .,.... 0 .n:l l.L.. z: ....."0 - 15 - Section 5. PROPOSED FUNDING CONTRACT CONVERSION COST IMPACT ANAlYSIS I. PLAN OF ANALYSIS This section addresses the proposed fee structure. It will have to be assumed that account values will generally change in a similar pattern regardless of the funding contract since the same overall market conditions will prevail. However, total fees will differ depending on funding contract and account type. In 1982, Hartford reviewed 25 sample participant accounts in the District. These same 24 (one parti ci pant has subsequently retired) participant accounts were analyzed in order to compare potential fee benefits of one fundi ng contract over another. A compari son between the District wide accounts and the 24 sample accounts as of December 31, 1982, showed the sample accounts are fairly representative of the District. Uistribution of Account Balances by Investment Options As of December 31, 1982 District Wide % of 24 Sample Accounts % of Total Account Values Total Account Values Fixed 62% 73% Stocks 22% 17% Bonds 16% 10% T ota 1 100% 100% For purposes of comparison of the 24 sanlpled participants: A. Assume the existing plan continues unchanged for each parti- cipant until June 2000. Assume the 24 participants continue their same deposits into the same accounts all of which pro- duce a 10% annual rate of return. - 16 - -"-~._-~---"_._'---""'-'-~'-'.--"'._-"--'~"-"-'*,._,---"-,,,-------~~~.._-_...,~_._--",._,---_._._~._-_..,....-.._-',.._-_.,-_.."--_._~~.._~.".._--~._...._,..-,_.._...__..,--"~------_._-_._- Section 5. 1. Calculate total fees paid out if the 24 participants leave the District and withdraw a lump sum payment duri ng the month of June for the years 1985, 1990, 1995, 2000. Ca 1 cul ate the net account value for each termination date. 2. Calculate total fees paid out if the 24 participants 1 eave the Di stri ct and withdraw over a three year peri od of the years 1985, 1990, 1995, 2000. Ca 1 cu 1 ate the net account value for each termination date. B. Assume the District adopts Hartford's proposed funding contract June 1983. Assume the 24 participants continue the same deposits into the same accounts all of which produce a 10% annual rate of return. 1. Calculate total fees paid out if the 24 participants leave the District and withdraw a lump sum payment duri ng the month of June for the years 1985, 1990, 1995, 2000. Calculate the net account value for each termination date. 2. Calculate total fees paid out if the 24 participants leave the Di strict and withdraw over a three year period for the years 1985, 1990, 1995, 2000. Calculate the net account value for each termination date. C. The net account values for the exi st i ng and proposed plans were calculated using the assumptions under A and B above. The change in account values which would result from converting to the proposed plan was calculated as a percentage of the net account values for the existing plan. This comparision demonstrates the impact of the revised fee schedule under equal conditions. - 17 - Section 5. II. ANALYSIS RESULTS The calculated results of the cost impact analysis are displayed in Table 5.1 "Analysis Results Summary." A discussion of these results according to withdrawal category follows. A. Lump Sum Withdrawal 1. Fixed Interest Account The short to near ter-m effects of conversion to the Proposed Funding Contract amount to an average decrease of 2.3 percent (1985) and 0.39 percent (1990) for the samp 1 e accounts. However, because there are no with- drawal fees after 15 years under the Proposed Plan, the effects of conversion for the average Fixed Interest Account over the longer term would be an increase in account values of 1.93 percent (1995) and 2.47 percent (2000) for the sample accounts. 2. Stock and Bond Accounts The effects of conversion to the Proposed Funding Contract would be a decrease in account values of between .96 percent and 1.49 percent. This decrease is due largely to the effects of the 0.25 percent increase in annual asset deductions. B. Three Year Withdrawal Since the three year withdrawal option eliminates all withdrawal fees under both the exi sting and the proposed Plan, the fee and account value differentials do not vary significantly. Deposit fees on existing Stock and Bond Accounts wi 11 tend to favor the Proposed Pl an whi 1 e hi gher - 18 - Section 5. annual policy fees on the proposed Fixed accounts will shift the fee and account value differential in favor of the existing plan. The 0.25% increase in annual asset deductions under the Proposed Plan offsets the lack of deposit fees to the extent of an unfavorable comparison in 1995 and 2000. Table 5.1 ANALYSIS RESULTS SUMMARY AVERAGE PERCENTAGE INCREASE (DECREAS8,IN NET WITHDRAWAL ACCOUNT VALUES OF!PROPOSED CONTRACT OVER CONDITIONS EXISTING CONTRACT DUE TO FEESiAND DEDUCTIONS. AND TERMINATION DATES FIXED INTEREST FUND STOCK & BOND FUNDS 1. Lump Sum Wi thdrawa 1 1985 (2.30) ( 1. 49) 1990 (0.39) (l .85) 1995 1. 93 (0.20 ) 2000 2.47 (0.96 ) II. Three Year Withdrawal 1985 (0.31 ) 0.04 1990 (0.39) 0.37 1995 (0.50) (0.20) 2000 (0.55) (0.96) . - 19 - Section 6. REFERENCE SURVEY In September 1983, a "Deferred Compensation Plan Questionnaire" was sent to six organizations which have converted to the proposed Hartford Pl an to determi ne how the new Hartford Pl an is generally regarded by their participants. Four of the six organizations responded to the questionaire. All four organizations (University of San Di ego; Cl ark County, Nevada; Las Vegas Convention Authority; Carson City, Nevada) gave a positive general assessment with no indication of opposition to the proposed fee structures. There were no reports of participant dissatisfaction. and two groups mentioned increased participation. The elimination of front end fees on deposits, an increased number of options and flexibility, and the Advi sers Fund were 1 i sted as attracti ve benefits of the proposed Hartford Plan. - 20 - Section 7. CONCLUSIONS AND RECOMMENDATIONS I. CONCLUSIONS The Hartford Proposed Funding Contract offers three additional investment options not currently included in the existing contract. The increased investment flexibility offered to all District plan participants is advantageous in a dynamic invest- ment market and merits serious consideration. Based on the analysis of 24 sample participants' accounts, it is apparent that the fees and deductions would increase in most cases to the extent of reducing the total account values between 2.3 percent and 0.2 percent depending on withdrawal conditions and type of account. However, the Proposed Plan does offer advantages after 15 years in the plan under the Fixed Interest Account and Lump Sum Withdrawal category, and for the early withdrawal of Stocks and Bonds over a three year period. Based on these results, it can be concluded that the Proposed Plan does not offer an improved fee structure as a major incentive for conversion. Conversely, the relative impact of the Proposed Plan fee structure should not immediately eliminate Hartford's proposal from further consideration since the versa- tility which the Proposed Plan offers could result in an increase in overall earnings in a market which has demonstrated dramatic changes over the past few years. Also, the favorable general assessment which was received in the reference survey indicates that Hartford's Proposed Plan is competitive and service oriented. - 21 - Section 7. The irrmediate benefit to be derived from a plan conversion at this time appears to be the option of converting funds to the proposed Government Securities Fund, the Money Market Fund, or the Advi ser I s Fund. When cons i deri ng current rates of return, however, the Money Market and Government Securities Funds are not performing as well as our existing Fixed Interest Fund. Therefore, any immediate advantage of plan conversion would have to be deri ved from the Advi ser I s Fund. However, the Advi ser I s Fund has not been in existence long enough to report any trends in performance and assess its rate of return. II. RECOMMENDATIONS Since there are no time restraints in converting to the Hartford Proposed Funding Contract, and since it appears that there would be no irrmediate or short term benefit from a plan conversion, the Corrmittee recommends that the Oi stri ct stay wi th the present contract until such ti me as the performance of the Hartford Proposed Funding Contract can be evaluated and compared with other deferred compensation plans currently offered in the market place. Therefore, it is also recommended that the Corrmittee undertake a survey of other competeti ve deferred compensati on plans during the fiscal year 1984-85 in order to issue a definitive recommended course of action. - 22 - Central Contra Costa Sanitary District BOARD OF DIRECTORS N~ VI. ADMINISTRATIVE 2 6/21/84 POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer DATE June 18 1984 SUBJECT AUTHORIZE $25,582 FROM THE SEWER CONSTRUCTION FUND TO PURCHASE A DISTRICT-WIDE WORD PROCESSING SYSTEM TYPE OF ACTION AUTHORIZE PURCHASE t SUBMITTED BY ISSUE: The authorization of funds to acquire a word processing system which meets District requirements is requested. BACKGROUND: In order to meet the clerical workload of the District with the recently reduced staffing levels a common District-wide word processing system, which has interchangeability of stored data and trained operators, is needed. The acquisition of a word processing software to be operated on the ADDS Mentor computer system was intended to provide the District with such a system. However, after a careful evaluation process described in the following paragraphs, the purchase of an alternative word processing system is being recommended in this position paper. ADDS Mentor Software: At the time of the purchase of the ADDS Mentor System, the manufacturer announced the availability of a software package for word processing. The ADDS system had the advantage of low cost as any FMIS work station could become a word processing station by the simple addition of a printer. Unfortunately, in spite of an exhaustive trial effort with the ADDS software it could not be made to work properly. The funds committed for this software and printer were refunded by the ADDS company. A second off-the-shelf software package named JET was found to be compatible with the ADDS Mentor's operating system and was tested at the District. While somewhat less deficient than the ADDS software, similar problems rendered this system inappropriate for acquisition by the District. It was then determined that dedicated word processing systems should be investigated by the District. Selection of an Alternative System: Joyce McMillan volunteered to chair a committee composed of user representatives from each department to determine the District's word processing requirements, identify alternative systems, obtain proposals from qualified suppliers, evaluate such proposals and submit a report on the alternative systems to management. Requests for proposals were sent to eight suppliers identified by the word processing consultant, and seven responsive proposals were received. The proposals were evaluated based on: cost effectiveness; supplier reliability; future expandability; maintenance support; training; convertability of existing data; and reference checks. Dedicated word processing systems were proposed on two bases: stand alone systems or shared resource systems (multi-terminal, cluster systems). The systems were proposed on a purchase or rental basis; a number of suppliers proposed a lease-purchase option, as well. REVIEWED AND RECOMMENDED FOR BOARD ACTION INI ~ r WNF 'Tnt-- JM A summary of the purchase cost and monthly maintenance expense for the proposed systems is shown on the accompanying attachment. Based on demonstrations of the systems, performance tests, evaluation of proposals and reference checks, the committee identified the Sony Series 35 as a superior system. The Sony system is significantly lower in price than competing systems, and its software and equipment are technologically more advanced. The Sony is also a stand alone system with its IIfloppy discsll interchangeable among all work stations. Conversion of existing data and training for six operators for five days will be provided at no cost. Reference checks by the committee confirm industry surveys which indicate a high level of user satisfaction with the software, equipment, training, and technical support received. The Sony Series 35 is among the latest generation of word processors and, therefore, has the most up-to-date features. This will keep it from becoming techno 1 ogi ca lly obsolete for the longest foreseeable peri od when compared against all systems which were evaluated. Results of the committeels comparative evaluation of the features which were considered paramount indicate that the Sony system will provide reliable, cost efficient service to meet the District's present requirements, and has flexibility to meet future requirements. Location and Amount of Equipment Proposed: The common District-wide word processing system will consist of six work stations and five printers. One work station and one printer will be installed in the Plant Operations Department, Construction and Services Division, Engineering/Planning divisions, and the Collection System Operations Department; two work stations and a printer will be used by the Clerical Support Section within the Administrative Department. Included in the Clerical Support Section's equipment is the cost of a dual sheet feeder and equipment stands. Funding: The unexpended balance of funds which have been authorized for a word processing system within the Financial Management Information System Project and the 1983- 1984 Equipment Budget total $9,000. Full refund for the $6,000 capital outlay for the ADDS word processing system was negotiated with the manufacturer and dealer. $1,800 budgeted for an Olivetti memory typewriter for the Collection System Operations Department in the 1984-1985 Equipment Budget will not be expended. Therefore, the funds requested in this position paper are net of the $16,800 authorized but presently unexpended: REVIRED AND RECOMMENDED FOR IOARD ACTION INITIATING DEPT./DIV. GEN. MGR.lCHIEF ENG. Purchase Cost of Sony Series 35 Less: Authorized but Unexpended $42,382 Current Request (16,800) $25,582 The discontinuance of rental expense for an existing word processing system with i n the Plant Operat ions Department when the new system is acqu i red wi 11 result in operations and maintenance expense reductions in 1984-1985 of $5,300. RECOMMENDATION: Authorize execution of a purchase agreement with Sony Corporation of America to purchase the Sony Series 35 word processing system for $42,382, and provide $25,582 of additional funds from the Sewer Construction Fund for this purpose. REVIEWED AND RECOMMENDED FOR 80ARD ACTION INITIATING OEPT./OIV. GEN. MGR./CHIEF ENG. .... 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"0 ~c::: Q.tIl E.... o V') U il o o o :;;: il o ~ ~ c:::~ o ~s... tIl QJ ~ > ~.~ tIl~ ....QJ VlQ c::: ...... QJ 0 Vl ~ tIl.... .e Vl " UO \0 ~U ~ ~ 0.. " Ln - jl Vl ~ QJ .... c::: .~ ~ 0.. V') 00.. \OU , 10 N V') ......, O~ JI 0> c::: tIl 3: Vl OVl Lntll ~~ _U I ~ QJ o Q. Ln - "0 QJ "0 ~ O>~ c:::U .~ c::: c:::.~ tIlQJ ~Vl ....~ I~ '+-0 ~U QJ V') o ~ N ~ N \0 ~ COQJ 0.... .tIl \OE 0..... .., .... -Vl LnQJ ~ \0 N 10 .., CO N \0 o o \0 .., " \0 \0 il o o o :;;: ~ o o :;;: il o o o o Ln ~ o o o Ln o o o o o o Ln 8 N \0 N 10 N " O'l Ln o o \0 N .., ~ \0 Vl ~ QJ .... c::: .~ ~ 0.. V') ~o.. \OU , Vl Ln >'''' V') <, O~ Vl ~ QJ .... NC::: o.~ <~ I 0.. N \0 \0 Vl .., .., 0.. Lnu ai~~ ....QJ~ Vl"O >,0' Vl%:~ ...... ~ Z %: ~ ...... Vl OVl Otll .., ~ _u I~ QJ o Q. o ~ - Ln~ ~.... . III NE ~..... co.... AVl IOQJ ~ .., \0 o ~ O'l Ln co il o o o :;;: il o o o o Ln .., \0 o .., o ~ co Vl ~ QJ .... c::: .~ ~ c::: 0.. 0.... .~ r:: V') .... QJ >,0.. lIlai....u E C');:: d- o to .-..,- '+-C:::U CIIlIll' ......%:l.i...~ C o .~ Vl.... Q.IIlVl :=!:ai ~ 0.... ._ 'to- V) .ec>, 0.. ...... Vl Vl QJ Vl ~ ~ o Vl U ~ .e o..c _u ....UQJtIllll rarc:lcnCQJ ~ QJ s... 0 QJ to .- 0 Q. >,.e .... 0 o tU U._M "0 "O_ N 0"0 ,....-z< ~QJ \0 .... . III OE .., .~ ~.... AVl "QJ ~ o o .., ~ Ln A O'l CO il o o o :;;: il o o o o Ln o o \0 O'l ~ o o " .., ~ \0 CO Vl ~ QJ .... C .~ ~ 0.. Vl 0.. U , o ~ o O'l , ,,~ Q. ~ o U ~ Q. 8 U BOARD OF DIRECTORS NO. VII. ENGINEERING 1 6/21/84 POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer DATE June 18, 1984 SUBJECTAUTHORIZE GENERAL MANAGER-CHIEF ENGINEER TO EXECUTE AN AGREEMENT WITH BECHTEL CIVIL AND MINERALS, INC. FOR PROFESSIONAL ENGINEERING SERVICES IN CONNECTION WITH THE MHF TYPE OF ACTION AUTHORIZE AGREEMENT SUBMITTED BY ISSUE: Board authorization is required for the General Manager-Chief Engineer to execute an agreement with Bechtel Civil and ~1inerals, Inc. BACKGROUND: On April 19, 1984, the Board authorized $15,000 for Bechtel Civil and Minerals, Inc. to provide professional engineering services associated with the MHF System Ash Handling Improvements. Bechtel has completed the initial scope of work which was to recommend the best solutions for the MHF ash handling and conveying problems, to establish design criteria for necessary improvements and to identify the schedule and costs for construction and testing. As discussed in an earlier Agenda Item (Bids & Awards: Item No.1), additional services are needed to finalize the design and to assist the District staff during construction and startup. An itemization of these professional services and associated costs is presented in Attachment 1 to this position paper. The work will be billed on an hourly basis with a cost ceiling of $61,000. Funds for this work will come from the Multiple Hearth Furnace Project Budget that has been previously authorized by the Board. RECOMM0NDATIONS: Authorize the General Manager-Chief Engineer to execute an agreement with Bechtel Civil and Minerals, Inc. for professional engineering services in conjunction with the MHF System Ash Handling Improvements. No additional Sewer Construction Funds are included in this authorization. REVIEWED AND RECOMMENDED FOR BOARD ACTION '/.4-5 ,,~ .a.~~ INITIATING DEPT.!DIV. RAS JL RAB RJD ATTACHMENT 1 BECHTEL SUPPORT SERVICES MHF ASH HANDLING IMPROVEMENTS 6/13/84 Activity Estimated Cost 1. Final Design a) Civil/Mechanical $10 ,000 (1 ) b) Electrical/Instrumentation 15,000 2. Construction Support 21,500 3. Start-up Assistance 7,500 4. Contract Record Drawings 7,000 TOTAL ESTIMATED COST $61,000 NOTE: (l)Does not include initial $15,000 authorization for preliminary design. cC(S Central Contra Costa Sanitary District BOARD OF DIRECTORS NO. VII. ENGINEERING 2 6/21/84 POSITION ftAPER VIA: ROGER J. DOLAN r""" General Manager-Chief Engineer SUBJECT ESTABL H DATE FOR THE PUBLIC HEARING ON THE PROPOSED NEW SCHEDULE OF PLAN REVIEW FEES, INSPECTION FEES, AND MISCELLANEOUS CHARGES FOR PRIVATE SEWER CONSTRUCTION PRO ECTS SUBMITTED BY DATE June 18 1984 TYPE OF ACTION SET PUBLIC HEARING DATE ISSUE: Revisions are needed in the District's schedule of fees to update the current cost of plan review, inspection, and other services for private sewer construction projects. A public hearing is required prior to the adoption of a new schedule of fees. BACKGROUND: All of the District fees currently assessed for reviewing and accepting private sewer construction projects have been in effect for two years or more. The principal basis for these fees is the District labor costs. These costs have escalated at 4 to 6 percent this year and 7 to 8 percent last year. During the latter half of 1984 the District will be undertaking a detailed review of the fees based on updated estimates of time requirements to perform each task. This effort may result in upward or downward adjustments. For that reason it is not recommended that this adjustment fully correct for labor rate escallation. Consequently, it is considered that, as a mininum, a 4 percent increase is required for essentially all of these fees to insure that the fees charged adequately cover the District's cost of providing the respective services. Attachment A summarizes the fees that have been evaluated by District staff with both the current charge and recommended revision presented. Although most of the current fees have been escalated to reflect the recommended 4 percent increase, fee reductions are recommended for District work performed on overtime (Items B-4 and C-l, Attachment A) since previous calculations have included all fringe benefit costs rather than being strictly limited to costs that are dependent on total employee earnings. The proposed fee reductions are based on the use of a 20 percent overhead factor instead of a 40 percent factor. District staff is in the process of scheduling meetings with representatives from the Building Industry Association of Northern California and the Association of General Contractors to respond to preliminary questions and provide copies of all appropriate background information. RECOMMENDATION: Establish July 19, 1984, as the date for the public hearing on the proposed new schedule of plan review fees, inspection fees, and miscellaneous charges for private sewer construction projects and authorize the publication of a notice of the public hearing. REVIEWED AND RECOMMENDED FOR BOARD ACTION INITIATING DEPT./DIV. ~ ;[fi1J( R.,48 v.(.. Attachment A PROPOSED 1984-1985 FEE REVISIONS Activity (A) PLAN REVIEW: (A-l) 2 Preliminary + 1 Final Plan Reviews (A-2) 3rd & Subsequent Preliminary Plan Reviews (A-3) 2nd & Subsequent Final Plan Reviews (B) INSPECTION: (B-1) Mainline Inspection: Jobs (400' Jobs ~ 400' (B-2) Lateral, House Connection, or Side Sewer Alteration Inspection (B-3) Side Sewer Repair Inspection (8-4) Overtime Inspection (8-5) Inspect Construction of New Structure (MH or RI) (B-6) Inspection of Manhole Connection (C) COLLECTION SYSTEM: (C-1) TV Inspection: - TV Rerun - TV Overtime Current Di stri ct Charge $0.73/L.F. ($292 minimum) $37 each $55 each $3.64/L.F. ($287 minimum) $1.31/L.F. $32 each $10 each Proposed 1984-1985 Charge $0.76/L.F. ($304 minimum) $38 each $57 each $3.79/L.F. ($298 minimum) $1. 36/L . F . $33 each $10 each (No change) $38/h('lllr $34/hour (Reduction) ($152 (4 hr) minimum)* ($136 (4 hr) minimum) (Sat. or Sun.) (Sat. or Sun.) $ 50 each $20 each $690/day $ 86.25/hour ($172.50 minimum) $920/day $115/hour ($460 (4 hr) minimum)* (Sat. or Sun.) * Minimum charge has been District practice, not approved policy. $52 each $21 each $718/day $ gO/hour ($180 minimum) $824/day (Reduction) $103/hour ($412 (4 hr) minimum) (Sat. or Sun.) Current Proposed Activity o i stri ct Charge 1984-1985 Charge (C-2) Sewer Tap $100 each $104 each (C-3) Dye Test $20 each $21 each (D) RIGHT OF WAY SECTION: (0-1) Segregation of LID Assessment $25/parcel $26/parcel ($60 minimum) ($62 minimum) (0-2) Processing of Quitclaim Deeds $20/hour $21/hour ($60 minimum) ($62 minimum) (0-3) Preparation & Processing of Agreements Relating to Real Property Document Preparation $20/hour $21/hour + Surveying +$70/hour +$73/hour (E) MISCELLANEOUS: (E-1) Engineering for Private Sewer Projects: - Structure only $370 $385 (No Change) - New Sewer Extension Estimate Required Estimate Required (E-2) ($385 minimum) Permit Processing $2 each $2 each (No Change) (E-3) District Rebate $80/unit $83/unit Administration Fee (E-4) Survey Party Charge $ 70/hou r $73/hour BOARD OF DIRECTORS NO. V I I I. PLANT 1 6/21/84 POSITION PAPER VIA: ROGER J. DOLAN General Manager--Chief Engineer DATE June 18, 1984 SUBJECT TYPE OF ACTION AUTHORIZE $13,000 IN SEWER CONSTRUTION FUNDS TO PURCHASE AND INSTALL REPLACEMENT STARTERS FOR THE TREATMENT PLANT CAPITAL EXPENDITURE NO.3 WATER HIGH-PRESSURE PUMPS SUBMITTED BY James Belcher, Associate Engineer INITIATING DEPT./DIV. Plant Operations Department ISSUE: The motor starters on the two No.3 water high-pressure pumps have failed within the last year7 and replacement with the next size larger starter is recommended. BACKGROUND: The two No. 3 water high-pressure pumps supply high pressure process water for a variety of plant needs7 the most important being injector supply water in the chlorination system. The increased demand7 due to higher process f1ows7 for No. 3 water high-pressure7 coupled with normal wear on the Pumps7 requires the pumps to run at or near full load on a regular basis. Running the pumps at their rated load has recently caused the starters to fail three times within the last year as a result of overheating. The overheating is a result of using a marginally sized motor starter installed in an enclosure of minimal size. The Electrical Section7 Plant Maintenance7 has effected interim repairs which will assure continued near-term operation. Two 7 new7 larger-size starters installed in the larger enclosures will alleviate the long-term problems of these overheating failures. RECOMMENDATION: Authorize $137000 in Sewer Construction Funds to purchase and install replacement starters for the two No.3 water high-pressure pumps. REVIEWED AND RECOMMENDED FOR BOARD ACTION JB CWB BOARD OF DIRECTORS POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer N~ VI I I. PLANT 2 6/21/84 DATE June 18, 1984 SUBJECT AUTHORIZE $6,000 IN SEWER CONSTRUCTION FUNDS TO REPLACE THE TREATMENT PLANT INFLUENT CHANNEL VENTILATION SYSTEM TYPE OF ACTION CAPITAL EXPENDITURE SUBMITTEO BY James Belcher, Associate Engineer INITIATINliI;lEPT./DIV. . ~Iant Operations Department ISSUE: The existing influent channel ventilation system has corroded beyond repair and requires replacing. BACKGROUND: The primary influent channels transport incoming sewage to the Primary process and pass underneath the Chemical Feed Building on their way to the Primary Sedimentation Tanks. There are numerous openings on the top of the channels for sl ide gates, chemical feed ports, etc. The air space above the influent channels is continuously ventilated to el iminate the concentration of corrosive or toxic substances inside the Chemical Feed Building. The existing ductwork has corroded beyond repair and does not effectively ventilate the channels. It Is proposed to replace the Influent channel ventilation system with a new, corrosion-resistant, duct-type system. A new ventilation system will utilize a fractional horsepower fan and will effectively ventilate these channels. This will pennit the existing and partially utilized 15-HP ventilation system to be retired. The reduction In fan horsepower will result In savings of over $7,000 per year In reduced energy costs. RECOMMENDATION: Authorize $6,000 In Sewer Construction Funds to replace the Influent channel ventilation system. REVIEWED AND RECOMMENDED FOR BOARD ACT/ON JB CWB INITIATING DEPT./DIV. BOARD OF DIRECTORS NO. V III. POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer DATE June 18, SUBJECT TYPE OF ACTION AUTHORIZATION OF $60,000 IN SEWER CONSTRUCTIONS FUNDS TO OVERHAUL THREE DIESEL ENGINES AT LOWER ORINDA PUMPING CAPITAL EXPENDlTURE STAT! ON SUBMITTED BY Charles W. Batts INITIATING DEPT./DIV. Plant Operations Department ISSUE: The Lower Orinda Pumping Station uses diesel engine-driven pumping units that are in need of overhaul. BACKGROUND: The Lower Orinda Pumping Station uses diesel engine-driven and diesel/electrical driven pumping units; these pumping units were purchased in 1955 at a cost of $55,000 during the construction of this station. It is proposed to overhaul the diesel engines on these units that have been in service for approximately 28 years. The cost of this work is $20,000 per engine. This task would extend the useful 1 ife of the equipment to that of a new unit, at a cost close to the initial investment and, therefore, is a capital expenditure. The engine overhauls would be done by an outside contractor on a service contract based on quoted labor rates and parts. Costs are based on diesel engine repairs normally experienced with major overhauls. RECOMMENDATION: Authorize $60,000 in sewer construction funds to overhaul three diesel engine pump drive units at the Lower Orinda PLmping Station. REVIEWED AND RECOMMENDED FOR BOARD ACTION CWB BOARD OF DIRECTORS NO. I X. BUDGET & F I NANCE 1 6/21/84 POSITION PAPER VIA: ROGER J. DOLAN General Manager-Chief Engineer DATE June 13, 1984 SUBJECT TYPE OF ACTION ADOPT THE 1984-1985 PERSONNEL, EQUIPMENT, AND OPERATIONS AND MAINTENANCE BUDGET BUDGET ADOPTION SUBMITTED BY Walter N. Funasaki, Finance Officer INITIATING DEPT./DIV. Administrative Department ISSUE: The 1984-1985 Personnel, Equipment, and Operations and Maintenance (0 & M) budgets are submitted for adoption by the Board of Directors. BACKGROUND: The 1984-1985 0 & M Budget was approved by the Board of Directors on June 7, 1984. The 1984-1985 Personnel and Equipment budgets were approved at the April 5, 1984 and May 3, 1984 Board Meetings, respectively. A copy of the Board resolution adopting the 1984-1985 Personnel, Equipment, and o & M budgets is attached. RECOMMENDATION: The 1984-1985 Personnel, Equipment, and Operations and Maintenance budgets are recommended for adoption. REVIEWED AND RECOMMENDED FOR BOARD ACTION IdING:~ WNF RESOLUTION NO. 84- A RESOLUTION ADOPTING THE 1984-1985 CENTRAL CONTRA COSTA SANITARY DISTRICT BUDGET The District Board of the Central Contra Costa Sanitary District does hereby resolve as follows: THAT, the 1984-1985 Central Contra Costa Sanitary District Budget, consisting of the Operations and Maintenance Budget, Equipment Budget, and Personnel Budget, be adopted. PASSED AND ADOPTED this 21st day of June, 1984 by the District Board of the Central Contra Costa Sanitary Distrist by the following vote: AYES: Members: NOES: Members: ABSENT: Members: President of the Board of Directors, Central Contra Costa Sanitary District, County of Contra Costa, State of Ca1 ifornia COUNTERSIGNED: Secretary of the Central Contra Costa Sanitary District, County of Contra Costa, State of Ca1 ifornia Approved as to Form: