HomeMy WebLinkAboutBOARD MINUTES 04-24-03
195
MINUTES OF THE ADJOURNED REGULAR BOARD MEETING
OF THE DISTRICT BOARD OF THE
CENTRAL CONTRA COSTA SANITARY DISTRICT
HELD ON APRIL 24, 2003
The District Board of the Central Contra Costa Sanitary District convened in an
adjourned regular session at its regular place of meeting, 5019 Imhoff Place, Martinez,
County of Contra Costa, State of California, at 2:02 p.m. on April 24, 2003.
President Nejedly called the meeting to order and requested that the Secretary call roll.
1. ROLL CALL
PRESENT: Members:
Hockett, Lucey, Boneysteele, Nejedly
ABSENT:
Members:
Menesini
Member Menesini entered the meeting at the hour of 2:04 p.m.
a.
PLEDGE OF ALLEGIANCE TO THE FLAG
Board and staff joined in the Pledge of Allegiance to the Flag.
2. PUBLIC COMMENTS
None
3. CLOSED SESSION
a.
LABOR NEGOTIATIONS
This closed session was not held.
4. REPORT OF DISCUSSION IN CLOSED SESSION
None
Member Menesini entered the meeting at this time.
Mr. Charles W. Batts, General Manager, requested that Item 6,
Reports/Announcements, be taken out of order at this time prior to the break. There
being no objection, President Nejedly proceeded to Item 6., Reports/Announcements.
6. REPORTSAANNOUNCEMENTS
a.
Mr. Batts, General Manager, announced that the bargaining team for the
Management Support/Confidential Group (MS/CG) has informed the District that
their membership overwhelmingly approved the contract offer made by the Board
at a membership meeting on Tuesday, April 22, 2003. A position paper will be
presented at the next regular Board Meeting.
b.
Mr. Batts, General Manager, announced that on Friday, April 18, 2003, at about
10:45 a.m., a portion of the roof of the new San Ramon Pumping Station caught
fire during a test of the new engine generator. The contractor and the San
Ramon Valley Fire Department quickly put out the fire. At this time, it is believed
that the fire was the result of a field change done by the contractor to the exhaust
piping from the engine generator. The change comprised rerouting the exhaust
pipe to fit through a previously constructed opening through the roof. The angle
of the pipe made it impossible to install the specified thimble as specified by the
engineer. The thimble insulates the exhaust pipe from the roof. The engineer
was not asked to review the field fit for the exhaust piping, and a different type of
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thimble may have to be provided. The contractor ran the test apparently
believing that for the limited duration of the performance test it would be possible
to operate the engine generator without the thimble in place. A fire resulted, and
the roof was slightly damaged. The exhaust pipe will be mounted vertically as
originally envisioned. This will allow installing the thimble as envisioned in the
design. The engineer believes that with the proper installation, the existing roof
would be adequately protected from the exhaust heat. The design engineer
Montgomery Watson Harza also looked at the feasibility and cost of providing a
new noncombustible material at the exhaust penetration for a "belt and
suspenders" approach. Capital Projects Division Manager Bill Brennan and
Director of Engineering Ann Farrell attended the San Ramon City Council
meeting on April 22, 2003 to answer questions and respond to any concerns of
the City.
c.
Mr. Batts, General Manager, announced that the District's postage machine has
failed beyond economic repair. This item was included in the 2003-2004
Equipment Budget. A position paper requesting approval to purchase the
postage machine from the 2002-2003 Equipment Budget contingency will be
placed on the next Board Meeting agenda for the Board's consideration. The
cost of the postage machine is approximately $6,000.
d.
Mr. Batts, General Manager, announced that several staff members will be out of
the office beginning Wednesday, April 30, 2003 attending the California
Association of Sanitation Agencies (CASA) meeting.
e.
Mr. Batts, General Manager, announced that the work is underway to widen
Highway 680 to accept a new HOV (carpool) lane. The crossing at Highway 4
will lead to modification of the overpass and entry ramps. Several District
pipelines will be impacted. Staff is working with the State, but since this is a fast
track project details are not yet completed.
At this time, President Nejedly reverted to the order of the agenda.
5. CAPITAL PROJECTS COMMITTEE MEETING/BOARD WORKSHOP
a.
PROVIDE OVERVIEW OF THE DRAFT FISCAL YEAR 2003-2004 CAPITAL
IMPROVEMENT BUDGET AND DRAFT 2003 TEN-YEAR CAPITAL
IMPROVEMENT PLAN
b.
REVIEW CONTRACTUAL ASSESSMENT DISTRICT (CAD) PROGRAM
STATUS
Mr. Batts, General Manager, stated that this is the third Board workshop that focuses on
the District's Capital Improvement Budget (CIB) and Plan. The November workshop
laid out the preliminary Capital Improvement Budget and associated costs. The
January Board Financial Planning and Policy Workshop used the preliminary CIB and
Operations and Maintenance (O&M) projections to develop a rate strategy. This
workshop is the result of that plan and provides detail on the projects included in the
proposed budget. Director of Engineering Ann Farrell will outline the CIB and Capital
Improvement Plan (CIP), the reduction in capital spending based on probable loss of ad
valorem (property tax) revenue, and the impact on future programs. After a break,
Board Members who wish may stay to inquire about individual project details and
descriptions.
Mr. Batts introduced Ms. Ann E. Farrell, Director of Engineering, who thanked all those
who helped in the preparation of the Draft 2003-2004 Capital Improvement Budget and
Draft 2003 Ten-Year Capital Improvement Plan: Randy Schmidt, Gail Chesler, Don
Berger, John Mercurio, Tad Pilecki, Ba Than, Curt Swanson, and Bill Brennan, and the
operating groups. Ms. Farrell stated that the input from the operating groups was
particularly important this year when the District is trying to defer projects. Ms. Farrell
thanked everyone for their cooperation, stating that hopefully this is a plan that will save
money for the District but still get critical issues addressed.
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Ms. Farrell reviewed the agenda for the workshop and reviewed historical Capital
Program activity, noting that 1999-2000 actual expenditures without Dougherty Valley
were $21.3 million, total revenue was $21'1&~milliÓnHess total debt service of $2.2 million
(partially funded from O&M) for net revenue of $19.4 million, a deficit of $1.9 million. In
2000-2001 actual expenditures without Dougherty Valley were $28 million, total
revenues were $18.9 million less total debt service of $2.6 million (partially funded from
O&M) for net revenue of $16.3 million, a deficit of $8.5 million. In 2001-2002, when staff
began conscientiously trying to defer projects, actual expenditures without Dougherty
Valley were $20.5 million, total revenues were $17 million plus bond proceeds of $15
million less total debt service of $2.7 million (partially funded from O&M) for net revenue
of $29.3 million, a positive variance of $8.8 million. In 2002-2003 actual expenditures
without Dougherty Valley are projected to be $22 million, total revenue is projected to be
$22.6 million which includes $3.2 million increase in the Sewer Service Charge capital
component from $20 to $41 and about $1 million more in connection fees than
budgeted, less total debt service of $3.4 million (partially funded from O&M) for
projected net revenue of $19.2 million, a deficit of 2.8 million. Ms. Farrell noted that the
pay-as-you-go approach is the best approach if the District can continue to do that
because we do not want debt service consuming more and more of our annual revenue.
Ms. Farrell reviewed two proposed 2003-2004 alternatives. The status quo alternative
(recommended if the District retains its ad valorem tax revenue) shows annual revenue
of $23,700,000 less total debt service of $3,400,000 less total expenditures of
$25,873,000 for a deficit of $5,573,000. The ad valorem loss alternative shows annual
revenue of $16,800,000 less total debt service of $3,400,000 less expenditures of
$18,700,000 for a deficit of $5,300,000. The status quo alternative assumes an
increase of $13 added to the existing $41 for a total of $54 from the Sewer Service
Charge going to capital projects. The ad valorem loss alternative also assumes an
increase to $54 for the capital component of the Sewer Service Charge going to capital
projects and loss of $6.2 million in property tax and reduction in Concord revenues of
$700,000. Ms. Farrell noted that in both alternatives the projected deficit is about $5
million. The deferrals in project expenditures are offset by the loss in ad valorem tax
and reduction in Concord revenues. Ms. Farrell stated that the District is able to sustain
a deficit Capital Improvement Program for a few more years until we are able to build
the Sewer Construction Fund back up again.
Ms. Farrell provided a summary of debt service, noting that the recycled water loan
interest of $60,000, the recycled water loan principal of $127,000, the 1998 bond
interest of $1,041,000 and the 1998 bond principal of $1 ,375,000 are funded from O&M.
The 2002 bond interest of $800,000 is funded from Capital. Ms. Farrell reviewed a
graph showing the types and amount of debt, and indicated that $3.5 to $4 million in
debt which we are obligated to pay each year equals about $23 to $26 on the Sewer
Service Charge rate.
Ms. Farrell briefly described the Collection System Program projects and funding levels
for the status quo alternative ($17,843,000) and the ad valorem loss alternative
($13,200,000) as follows: (Note that the expenditures under the status quo alternative
appear to the left and the ad valorem tax expenditures to the right within the
parenthesis. Where reductions have been made, the ad valorem costs are bolded.
.
Pleasant Hill Interceptor Phase 5 ($1,800,000 I $0)
.
South Orinda Sewer Improvements Phase 2 ($1,468,000 I $348,000)
San Ramon Pumping Station Renovations ($1,377,000 I $1,377,000)
.
.
Lower Orinda Pumping Station Renovation ($1,235,000 I $1,235,000)
Walnut Creek Renovations Phase 1 ($1,178,000 I $1,178,000)
.
.
Collection System Renovation Program ($1,100,000 I $850,000)
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.
Concrete Corrosion Contra Costa Blvd. Phase 1 ($1,091,000 I
$1,091,000)
.
TV Inspection Program ($1,000,000 I $500,000)
Cured-In-Place Pipe ($779,000 I $0)
.
.
Pleasant Hill Road East Trunk ($731,000 I $731 ,000)
Developer Sewers ($625,000 I $625,000)
.
.
Pumping Station SCADA and Power Management ($524,000 1$524,000)
Contractual Assessment Districts ($500,000 I $0-$300,000)
.
.
Total Collection System Projects <$500,000 ($4,435,000 I $4,435,000)
Discussion followed with regard to the risk analyses used in determining which projects
would be deferred.
Ms. Farrell stated that about 1988 the District began a Collection System Renovation
Program. During the last 15 years $42,292,240 has been spent on collection system
renovations, for an average of $2.8 million per year. Of that, $10,006,200 was spent in
Lafayette, $10,677,000 was spent in Martinez, $12,069,000 was spent in Orinda,
$1,000,000 was spent in Pleasant Hill, $8,000,000 was spent in Walnut Creek and
Rossmoor, $393,000 was spent on the TV Inspection Program, and $147,000 was
spent on Spot Repairs. As can be seen from this list, more is spent on renovations in
the older parts of the collection system. Ms. Farrell reviewed the proposed Collection
System Renovation Program for the next ten years, 2002-2003 through 2012-2013,
noting that a total of $75,432,000 is planned to be spent, an average of $7.5 million per
year for the next ten years. This is a fairly proactive program compared to the $3 million
per year spent in the past. It is in response to the proposed Capacity Assurance,
Management, Operations and Maintenance (CMOM) regulations and to show that the
District is using due diligence to address the aging infrastructure.
Ms. Farrell reported that as of April 2003, 16 Contractual Assessment District (CAD)
projects have been completed or are under construction. Since 1997, $2,756,792 has
been authorized for CAD projects. Seven CAD projects, with an estimated cost of
$995,000, are currently in design. There are no CAD projects awaiting formation
approval. Nine neighborhoods have expressed interest in CAD projects. The Board of
Directors authorized $1,000,000 for CAD projects in the 2002-2003 Capital
Improvement Budget. The 2002-2003 total to date is $612,646 for the following CAD
projects:
. Camille Court CAD 2002 $161,570
. EI Pintado CAD 2002 $158,965
. Arbor Lane CAD 2002 (Proposed) $142,111
. Echo Spring CAD 2001 (Proposed) $150,000
Ms. Farrell stated that current estimates are that about $300,000 may need to be spent
in 2003-2004 for CAD projects even if the District stopped the program immediately.
The estimated carryover of $300,000 would be for the following CAD projects:
. Camille Court $ 30,000
. EI Pintado $ 50,000
. Arbor Lane $100,000
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Echo Spring
$120,000
Member Lucey asked if all the potential CAlzl'participants have been told that the District
could stop the CAD program at any time, so the $300,000 may not be spent next year.
Ms. Farrell stated that all potential participants are aware that the program can end at
any time.
Ms. Farrell presented the following CAD funding alternatives if the District should lose
its ad valorem tax revenue:
1.
Discontinue the CAD Program at the end of Fiscal Year 2002-2003, but
provide continued funding for all approved projects (approximately
$300,000); or
2.
Authorize $500,000 per year to continue the CAD Program and delete or
defer $500,000 of other projects or approve additional funds.
Discussion followed with regard to the estimated number of septic tanks remaining in
the District service area, the estimated cost to convert the remaining septic tanks to the
sanitary sewer system, the fact that many of the properties currently served by septic
tanks would not quality for the CAD Program under the current criteria, and the present
low interest rates making home equity loans a viable alternative to the District's CAD
Program. It was noted that the District's CAD Program has served as the primary
catalyst to bring the community together, interacting with the public, bringing residents
together, and providing technical expertise and advice.
Following discussion, it was the consensus of the Board that $300,000 be included in
the draft 2003-2004 Capital Improvement Budget to complete the approved CAD
projects and that the CAD Program be discontinued. Ms. Farrell thanked the Board for
their direction and indicated that the CAD line item will be reduced to $300,000 in the
draft 2003-2004 Capital Improvement Budget.
Ms. Farrell briefly described the Treatment Plant Program projects and funding levels
for the status quo alternative ($6,037,000) and the ad valorem loss alternative
($4,000,000) as follows:
.
Outfall Improvements Phase 5 ($1,836,000 1$1,836,000)
.
Aeration Air Renovations ($1,374,000 1$0)
.
Standby Effluent Pumps Refurbishment ($698,000 I $0)
Treatment Plant Soil Remediation ($450,000 1$450,000)
.
.
Steam Turbine System Upgrades ($305,000 I $305,000)
Plant Control System Improvements ($300,000 1$300,000)
.
.
Total Treatment Plant Projects < $300,000 ($1,074,000 I $1,074,000)
Ms. Farrell then went on to the Recycled Water Program. She stated that the Recycled
Water Program funding has decreased. Each new connection is reviewed to ensure
cost effectiveness. Staff will be meeting with the Board's Recycled Water Committee to
discuss larger projects such as the Industrial Project; however funding has not been
included in the draft 2003-2004 Capital Improvement Budget. The Recycled Water
Program status quo alternative is $376,000, and the ad valorem loss alternative is
$200,000.
Ms. Farrell reviewed the General Improvements Program status quo alternative
($1,617,000) and ad valorem loss alternative ($1,300,000) as follows:
.
Equipment Budget ($540,000 I ?)
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.
MIS Plan ($448,000/1)
.
Total General Improvements Projects <$400,000 ($629,000/1)
Ms. Farrell stated that a 20% reduction in General Improvements Program expenditures
is needed or spending must be reduced by $300,000 in other programs. Ms. Farrell
stated that this matter will be discussed further at the staff level and the necessary
reductions will be identified.
c.
REVIEW DRAFT MIS/INFORMATION TECHNOLOGY DEVELOPMENT
BUDGET FOR 2003-2004
At this time Ms. Farrell introduced Mr. Mark Greenawalt, MIS Administrator, who
provided an overview of the Information Technology Development Capital Improvement
Budget. Mr. Greenawalt stated that the 2002-2003 budget approved by the Board was
$500,000. It is projected that $345,000 of that will be spent, a 30 percent savings. This
was achieved by deferral or elimination of projects. Mr. Greenawalt stated that to date
$225,000 has been expended on the following 2002-2003 budget components:
.
PC Replacement Program ($80,000)
.
Human Resources Information System ($28,000)
.
Microsoft Office ($28,000)
.
AS 400 Hardware Upgrade ($45,000)
Centralized Backup ($40,000)
.
.
Miscellaneous ($4,000)
The following 2002-2003 items totaling $120,000 are pending and should be completed
by the end of the current fiscal year:
.
HVAC in Network Center ($20,000)
Content Management Software ($50,000)
.
.
Records Management Software Upgrade ($23,000)
.
Risk Management Claims Software ($2,000)
.
Board Room Audio/Presentation ($25,000)
In addition, $30,000 of the $188,000 Document Imaging System authorization will be
spent in the current fiscal year.
Mr. Greenawalt stated that the proposed 2003-2004 budget is $448,000, a 10 percent
decrease over the previous fiscal year. Mr. Greenawalt reviewed the proposed projects
for the 2003-2004 fiscal year as follows:
04
.
PC Replacement Program ($90,000)
.
Network Center Fire Protection System ($40,000)
Network Operations Server ($40,000)
.
.
PC Management Software ($10,000)
.
HTE Software Upgrade ($85,000)
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.
GroupWise Email Software Upgrade ($25,000)
.
Engineering Survey Software '($5Ûi,OOO)
.
Materials Services Bar Coding System ($18,000)
.
Permit Counter Terminals (Included in PC Replacement Program)
.
TV Video Database (Delayed)
.
Mainsaver Software Upgrade ($90,000)
SNAP System ($70,000 of the $298,000 budgeted amount)
.
.
Document Imaging System ($79,000 of the $188,000 budgeted amount)
Discussion followed concerning the HTE software in comparison to other software
programs available. Mr. Greenawalt stated that he is satisfied that HTE is as good a
system as others in the market. The cost to replace the HTE system would be in the
range of $2 million including staff time. Ms. Debbie Ratcliff, Controller, stated that HTE
is a very reliable financial system. It runs the accounting, finance, and payroll systems.
HTE is very accurate and the system rarely goes down.
Member Menesini stated that he would like to meet with Mr. Greenawalt to get a better
understanding of the terms and systems. Mr. Greenawalt stated that he would be
happy to meet with Member Menesini and any other Board Members that might be
interested in a more detailed presentation.
Mr. Greenawalt provided a brief overview of future projects planned for the 2004-2007
time period, including Centralized Network Data Storage, TelephoneNoicemail
Upgrades, Laboratory Information Management System (LlMS) Upgrade, On-Line
Permit System, GPS, Network Expansion in Plant, and Wireless Laptops.
Following discussion of future projects, President Nejedly thanked Mr. Greenawalt for
his report.
Member Hockett requested to be excused and left the meeting at the hour of 3:13 p.m.
d.
SUMMARY
Ms. Farrell stated that the purpose of this workshop is to ask for Board authorization of
funds for the coming fiscal year. Ms. Farrell presented the Capital Improvement Budget
summary for fiscal year 2003-2004. Ms. Farrell reviewed the estimated program
expenditures without deferral of projects for 2003-2004 of $25,873,000, noting that if
property tax revenues are lost, staff will defer projects as discussed earlier to offset this
loss and reduce expenditures to a target amount of $18,700,000. The estimated
allocated authorization carryover from the previous fiscal year is anticipated to be
$17,949,000, including approximately $5,000,000 for projects to be closed out at
yearend; the estimated additional allocation needed for the 2003-2004 year is
$30,183,000, which includes approximately $13,000,000 for projects to be deferred if
property tax revenue is lost; for a total proposed authorization of $48,132,000 for 2003-
2004. Ms. Farrell noted that this will come back to the Board for consideration at the
May 22, 2003 Board Meeting.
In closing, Ms. Farrell reviewed the future revenue structure for capital projects, stating
that the District had the benefit of $15 million bond proceeds added to the Sewer
Construction Fund in 2002-2003. The bond proceeds have given the District a cushion,
and the balance at July 1, 2003 is projected to be $43,300,000. In 2003-2004 there will
be deficit spending in capital projects of $5,000,000 under either the status quo
alternative or the ad valorem loss alternative. Ms. Farrell stated, as she has said for the
last few years, increases in the Sewer Service Charge capital component continue to be
needed to bring capital revenue in line with capital expense. The Ten-Year Capital Plan
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indicates more than doubling the Sewer Service Charge capital component over the
next five years from $54 in 2003-2004 to $114 in 2008-2009 ($124 status quo
alternative).
President Nejedly thanked Ms. Farrell and Mr. Greenawalt for their presentations.
BREAK
At 3:20 p.m., President Nejedly declared a recess. The meeting reconvened at 3:30
p.m. Members Hockett, Lucey, and Nejedly had left the meeting, and Members
Menesini and Boneysteele remained for the detailed project discussion.
e.
PROVIDE DETAILED PROJECT DISCUSSION IF REQUESTED BY BOARD
Ms. Farrell described recent and ongoing investigations relative to the Aeration Air Leak
Assessment Project. A surveillance survey of the AIN tank structure has been done.
Data on air usage for the years 2000,2001, and 2002 has been compiled, and
monitoring of the AIN tank air usage for 2003 is ongoing. Upcoming work scheduled for
this summer includes:
.
.
.
.
.
Mapping of cracks in floor slab in Basins 1 C/1 D;
Video camera investigation of the air plenum box drain lines;
Subsurface investigation using ground penetrating radar;
Core drilling through the slab at select locations; and
Expansion joint repair in Basins 1 C/1 D.
Ms. Farrell presented the air usage data for 2000,2001, and 2002 and showed
photographs of the AIN tanks.
Mr. Tad Pilecki, Principal Engineer, discussed prioritization of work by CSO and
Engineering. CSO prioritizes sewer repairs on a rating system of 1 (high) through 5
(low). Engineering has a past practice of prioritizing sewer replacements on a rating
system of 1 through 4. Engineering is developing a new rating system based on pipe
condition and other factors. The primary focus of the CSO construction maintenance
work is to keep the collection system working, to prevent overflows, and to do spot or
structure repairs. CSO priority ratings indicate:
.
.
.
.
.
Priority 1 - Work that must be done now - there is eminent hazard or
difficult maintenance access on a frequently cleaned line;
Priority 2 - Work that should be done soon - there is a shifted joint on a
high frequency cleaning line;
Priority 3 - Work that should be done next year - there are lots of cracks,
but they do not impact day-to-day operations;
Priority 4 - Work that should be done if crews are already there - there
are some cracks, pipe round; and
Priority 5 - Wish List - protruding lateral.
The primary focus of Engineering's critical line segment list is asset protection,
rehabilitation and renovation of the collection system.
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Priority 1 - Work that must be done - several CSO Priority 1 and 2 repairs
needed;
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.
Priority 2 - Work that should be done - several CSO Priority 2 and 3
repairs;
.
Priority 3 - Work that needs to be done to coordinate with other agencies
or projects; and
.
Priority 4 - Wish List - lowest priority projects.
Mr. Pilecki noted that pipe condition is just one of the factors considered. Additional
factors include capacity issues, location, number of overflows, maintenance history,
utility coordination, and right-of-way issues.
Mr. Pilecki briefly reviewed the Television Inspection Rating Schedule Defect
Classification Table, the new priority system being developed. This is an automated
system that will allow staff to handle a lot of data in an efficient manner.
Discussion followed with regard to use of the data generated to provide the basis for
use by the Board in making decisions on where and how capital funds will be spent.
Board and staff briefly discussed the Plant Control System Project. A tour will be set up
for Members Menesini and Boneysteele and any other Board Members who might be
interested.
Members Menesini and Boneysteele commended staff on the work that went into
preparation of the budget components and on the informative presentations.
6. REPORTS~NNOUNCEMENTS
This item was taken out of order earlier in the agenda.
7. ADJOURNMENT
There being further business, the meeting was adjourned at the hour of 4:11 p.m. to
reconvene at 2:00 p.m. on Thursday, May 8,2003 for an Adjourned Regular Board
Meeting.
~--- C-. 7?oo.'¿c
Pre' ent of the Board of rectors?
Central Contra Costa Sanitary District,
County of Contra Costa, State of California
COUNTERSIGNED:
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