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HomeMy WebLinkAbout10-05-00 AGENDA BACKUPCentral Contra Costa Sanitary District ' BOARD OF DIRECTORS Board Meeting Date: October 5, 2000 Type of Action: SET HEARING DATE POSITION PAPER No.: 4.a. CONSENT CALENDAR subject: ESTABLISH NOVEMBER 2, 2000, AS THE DATE FOR A PUBLIC HEARING TO CONSIDER THE ESTABLISHMENT OF THE LAURENITA WAY CONTRACTUAL ASSESSMENT DISTRICT NO. 2000 -1 Submitted By: Initiating Dept. /Div.: Russell B. Leavitt, Management Analyst Engineering /Environmental Services REVIEWED AND RECOMMEND FOR BOARD ACT /ON; R. Leavitt C. Swanson A. arrell :L Charles W. Batts. General Manager ISSUE: A public hearing is required to establish the Laurenita Way Contractual Assessment District (CAD) No. 2000 -1. A public hearing is also required to create an assessment district pursuant to the procedure adopted under Proposition 218, which amended the California Constitution, Article XIII D, Section 4. RECOMMENDATION: Establish November 2, 2000, as the date for a public hearing regarding Laurenita Way CAD No. 2000 -1 pursuant to California Constitution, Article XIII D, Section 4, and Streets and Highways Code, Sections 5898.20 and 5898.24. FINANCIAL IMPACTS: There are minor costs for publishing a legal notice advertising the public hearing and for staff preparation and attendance. These costs eventually will be paid by the CAD participants. 1. Select a later date for the public meeting - This would delay the CAD proceedings since the holding of a public hearing is required by law. (Note: An earlier date would not provide the CAD participants sufficient time to review the Engineering Report.) 2. No action by the Board - No action will delay the CAD proceedings until a different public hearing date is set since the holding of a public hearing is required by law. BACKGROUND: On March 16, 2000, the Board of Directors adopted a resolution of intention to create Laurenita Way CAD No. 2000 -1 for the purpose of installing sewer improvements on Laurenita Way in Alamo. As required by Proposition 218, an Engineer's Report estimating assessments for properties within the CAD is being prepared. It is now appropriate to schedule a public hearing to offer interested parties the opportunity to 7/12/00 T:\TP Planning \Leavitt \CADS \Laurenita Way \Set Hearing Dete- Contract PP.wpd Page 1 of 4 POSITION PAPER Board Meeting Date: October 5, 2000 subject: ESTABLISH NOVEMBER 2, 2000, AS THE DATE FOR A PUBLIC HEARING TO CONSIDER THE ESTABLISHMENT OF THE LAURENITA WAY CONTRACTUAL ASSESSMENT DISTRICT NO. 2000 -1 comment on the proposed assessments and related issues. A resolution has been prepared and is attached, which, if adopted, will set the date of the public hearing on November 2, 2000. RECOMMENDED BOARD ACTION: Establish November 2, 2000, as the date for a public hearing regarding Laurenita Way CAD No. 2000 -1 pursuant to California Constitution, Article XIII D, Section 4, and Streets and Highways Code, Sections 5898.20 and 5898.24. 7/12/00 T: \TP_Planning \Leavitt \CADS \Laurenita Way \Set Hearing Date - Contract PP.wpd Page 2 of 4 RESOLUTION NO. 2000- RESOLUTION SETTING HEARING OF PROTESTS ON Laurenita Way CONTRACTUAL ASSESSMENT DISTRICT (CAD NO. 2000 -1) WHEREAS, on March 16, 2000, this Board of Directors adopted Resolution 2000- 017 expressing the intent of the District to proceed with the Laurenita Way Contractual Assessment District (CAD) No. 2000 -1 for the purpose of installing sewer improvements on Laurenita Way in Alamo; and WHEREAS, at the direction of this Board of Directors, Curtis W. Swanson, Environmental Services Division Manager, as Engineer of Work for improvement proceedings for the Laurenita Way CAD No. 2000 -1, Central Contra Costa Sanitary District, Contra Costa County, California, has prepared a report described in Section 5898.22 of the Streets and Highways Code (Municipal Improvement Act of 1911); and WHEREAS owners of each affected parcel will be provided written notice of the proposed assessment and ballot to indicate approval or opposition of the assessment pursuant to the procedures required by California Constitution Article XIII D, Section 4, as amended by Proposition 218; NOW, THEREFORE, the Board of Directors of the Central Contra Costa Sanitary District resolves: 1. This Board sets 2 p.m. on November 2, 2000, at the Meeting Room of the Board of Directors, 5019 Imhoff Place, Martinez, California, as the time and place for hearing protests to the proposed improvements and the creation of the proposed Contractual Assessment District and assessment. 7/12/00 T:\TP_Planning \Leavitt \CADS \Laurenita Way \Set Hearing Date - Contract PP.wpd Page 3 of 4 2. The Secretary of the District is directed to publish, post, and mail the notices of improvement required by the Municipal Improvement Act of 1911, and to file an affidavit of compliance. The notice shall be published in the CONTRA COSTA TIMES not later than twenty (20) days before the date of the hearing. PASSED AND ADOPTED this 5th day of October, 2000, by the Board of Directors of the Central Contra Costa Sanitary District by the following votes: AYES: Members: NOES: Members: ABSENT: Members: President of the Board of Directors, Central Contra Costa Sanitary District, County of Contra Costa, State of California COUNTERSIGNED: Secretary, Central Contra Costa Sanitary District, County of Contra Costa, State of California APPROVED AS TO FORM: Kenton L. Alm District Counsel 7/12/00 T: \TP_ Planning \Leavitt \CADS \Laurenita Way \Set Hearing Date - Contract PP.wpd Page 4 of 4 Central Contra Costa Sanitary District /4_m�k ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: October 5, 2000 No-: 4.b. CONSENT CALENDAR Type of Action: ACCEPT CONTRACT WORK Subject: ACCEPT THE CONTRACT WORK FOR THE LAFAYETTE SEWER RENOVATION PROJECT, PHASE 1, DISTRICT PROJECT NO. 5465, IN LAFAYETTE, AND AUTHORIZE THE FILING OF THE NOTICE OF COMPLETION Submitted By: Initiating Dept. /Div.: Alex Rozul, Associate Engineer Engineering /Capital Projects REVIEWED AND RECOMMENDED FOR BOARD ACTION. 2*: A. Ff6zui H. Thom W. Brennan A. F ell harles W. Batts, General Manager ISSUE: Construction has been completed on the Lafayette Sewer Renovation Project, Phase 1, (DP 5465) in Lafayette and the work is now ready for acceptance. RECOMMENDATION: Accept the contract work for the Lafayette Sewer Renovation Project, Phase 1, and authorize the filing of the Notice of Completion. FINANCIAL IMPACTS: None related to this action. ALTERNATIVES /CONSIDERATIONS: Not applicable. Filing the Notice of Completion is advisable under the California Civil Code Section 3093. BACKGROUND: The original Lafayette Sewer Renovation Project was scheduled to bid in April of 2001. In October 1999, the City of Lafayette informed the District of its plans to repave /reconstruct in calendar year 2000 several of the roads in which some critical line segments were located. Once repaved, the City has a five year moratorium on trenching. In an effort to renovate the sewers in these areas ahead of the City's paving projects, the District divided the original project into phases. The Lafayette Sewer Renovation Project Phase 1 consisted of replacing approximately 5,150 feet of deteriorated sewers along with appurtenant structures (see Attachment 1 for map). The sewer installation methods included conventional open -cut construction and trenchless pipe bursting. On April 20, 2000, the Board of Directors (Board) authorized the award of a contract for the construction of the project to McNamara and Smallman Construction, Inc. of San Francisco. The Notice to Proceed was issued on May 15, 2000. The work was 9/27/00 CPD- GL -I:\ Design\ PP\ Rozul \5465AcceptContractWork.wpd Page 1 of 3 POSITION PAPER Board Meeting Date: October 5, 2000 Subject: ACCEPT THE CONTRACT WORK FOR THE LAFAYETTE SEWER RENOVATION PROJECT, PHASE 1, DISTRICT PROJECT NO. 5465, IN LAFAYETTE, AND AUTHORIZE THE FILING OF THE NOTICE OF COMPLETION substantially completed on September 11, 2000. The remaining items of work consist of minor punch list items which do not affect the project acceptance. The total authorized budget for the project is $ 1,104,000. The budget includes the cost of engineering design, District forces, testing services, geotechnical services, contractor services, etc. An accounting of the project costs will be provided to the Board at the time of project close -out. It is appropriate to accept the contract work at this time. RECOMMENDED BOARD ACTION: Accept the contract work for the Lafayette Sewer Renovation Project, Phase 1, and authorize the filing of the Notice of Completion. 9/27/00 CPD- GL -I:\ Design\ PP\ Rozul \5465AcceptContractWork.wpd Page 2 of 3 0 0 500 1000 FEET � �a jam✓ j / //� P�� N PROJECT AREA SEWERS TO BE REHAB /REPLACED b J F 51 -3L i� x Central Contra Costa Attachment Sanitary District LAFAYETTE SEWER RENOVATION PROJECT, PHASE 1 DP 5465 n Page 3 of 3 Central Contra Costa Sanitary District ' BOARD OF DIRECTORS POS /T /ON PAPER Board Meeting Date: October 5, 2000 No.: 4.c. CONSENT CALENDAR Type of Action: CONSIDER EMERGENCY WITHDRAWAL Subject: CONSIDER A REQUEST FOR EMERGENCY WITHDRAWAL OF FUNDS FROM THE DEFERRED COMPENSATION PLAN Submitted By: Initiating Dept. /Div.: Debbie Ratcliff, Controller Administrative /Finance & Accounting REVIEWED AND RECOMM ED FOR BOARD ACTION. D. Ratcli P. Morsen Charles W. Batts, General Manager ISSUE: Authorization by the Board of Directors is required for emergency withdrawal of funds from the Deferred Compensation Plan. RECOMMENDATION: Approve the request by Nadine Schumacker for an emergency withdrawal of $5,500 after taxes, from the Deferred Compensation Plan, as recommended by the Deferred Compensation Plan Advisory Committee. ►1► u'A ALTERNATIVES /CONSIDERATIONS• This request could be denied, however, this is not recommended as the request meets the requirements for emergency withdrawals as set forth by the Internal Revenue Service. BACKGROUND: Nadine Schumacker, retiree, has requested an emergency withdrawal from the Deferred Compensation Plan based on extreme financial hardship caused by a sudden and unexpected illness. The Deferred Compensation Plan Advisory Committee has reviewed the request and determined that it meets the requirements for emergency withdrawal in the amount of $5,500, after taxes. RECOMMENDED BOARD ACTION• Approve the request by Nadine Schumacker for an emergency withdrawal of $5,500, after taxes, from the Deferred Compensation Plan, as recommended by the Deferred Compensation Plan Advisory Committee. 9/25/00 S : \ADMIN \RATCLIFF\POSPAP98 -4.wpd Page 1 of 1 Central Contra Costa Sanitary District /jifi BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: October 5, 2000 No-: 4.d. CONSENT CALENDAR Type of Action: ADOPT PROCLAMATION Subject: ADOPT PROCLAMATION IN SUPPORT OF THE CONTRA COSTA COMMUNITY COLLEGE DISTRICT FACILITIES BOND MEASURE Submitted By: Joyce E. Murphy Initiating Dept./Div.: Administrative /Secretary of the District REVIEWED AND RECOMMENDED FOR BOARD ACT /ON: !eld =11/� 01#-01- harles W. Batts, ieneral Manager ISSUE: Mr. Terry Shoaff, of Diablo Valley College, appeared before the Board requesting Central Contra Costa Sanitary District support for the Contra Costa Community College District Facilities Bond Measure. Recognizing that the College District is a valuable higher education resource to our communities and a long -term partner of the District, the Board directed staff to work with District Counsel to prepare a document supporting the bond measure. RECOMMENDATION: Adopt the attached Proclamation supporting the Contra Costa Community College District Facilities Bond Measure. FINANCIAL IMPACTS: None related to this issue. ALTERNATIVES /CONSIDERATIONS• Modify the proposed proclamation or decline to support the bond measure. BACKGROUND: Central Contra Costa Sanitary District and the Contra Costa Community College District have worked closely together through the years, partnering on educational activities and areas of wastewater and environmental concern. Most recently, the College District has provided assistance on an in -house training program for District employees; and the College District has cooperated with the initiation and promotion of the District's recycled water program, and is currently a valued recycled water customer. RECOMMENDED BOARD ACTION: Adopt the Proclamation in Support of the Contra Costa Community College District Facilities Bond Measure. 9/28/00 Page 1 of 3 LCentral Contra Costa Sanitary District 5019 Imhoff Place, Martinez, Ca 94553 (925) 228 -9500 • www.centralsan.org PROCLAMATION IN SUPPORT OF THE CONTRA COSTA COMMUNITY COLLEGE DISTRICT FACILITIES BOND MEASURE WHEREAS, the Contra Costa Community College District (hereinafter "College District ") has served the students of our county with educational distinction for over 50 years; and WHEREAS, the College District and the Central Contra Costa Sanitary District (hereinafter "Sanitary District ") have partnered over the years in a number of educational activities focusing on environmental issues and the scientific aspects of the wastewater and solid waste industry; and WHEREAS, the College District has cooperated with the Sanitary District to initiate and promote a recycled water program; and WHEREAS, the College District has long been a valued customer of the Sanitary District and has on a number of occasions projected the appropriate spirit of inter- governmental cooperation which has benefited the Sanitary District; and WHEREAS, many of the facilities of the College District were constructed many years ago, some as early as the 1950's; and WHEREAS, the College District has identified critical renovation and modernization needs, including additional classroom and lab space; science and computer lab renovations; plumbing repairs and roof replacements; security lighting; electrical upgrades for 21 st century technology; heating, ventilation and air - conditioning rehabilitation; and a new state -of- the -art facility at the San Ramon Valley Center; and WHEREAS, state funding is insufficient to meet the many urgent facility needs of the College District, including $57 million in current unmet scheduled maintenance; and WHEREAS, the Sanitary District will benefit from the continued vitality of the College District's programs which will result from the proposed renovation and modernization. NOW, THEREFORE, BE IT PROCLAIMED, that the Sanitary District recognizing that the College District is a valuable higher education resource, a long -term partner of Page 2 of 3 Doc #: 241921 v01 Recycled Paper the Sanitary District with regard to environmental and scientific education issues, a valuable partner of the Sanitary District with regard to its recycled water program, does hereby endorse the November 2000 bond measure to meet the expanding educational needs of Contra Costa County, as well as to provide continuing support to the Sanitary District in its environmental stewardship activities. PASSED AND ADOPTED this day of 2000, by the Board of Directors of the Central Contra Costa Sanitary District by the following vote: AYES: Members: NOES: Members: ABSENT: Members: President of the District Board of the Central Contra Costa Sanitary District, County of Contra Costa, State of California COUNTERSIGNED: Secretary of the Central Contra Costa Sanitary District, County of Contra Costa, State of California Page 3 of 3 Doc #: 241921v01 Central Contra Costa Sanitary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: No.: 7.a. ADMINISTRATIVE Type of Action: RENEW CONTRACT Subject: CONSIDER RENEWAL OF CONTRACT FOR LEGAL SERVICES WITH KENTON L. ALM AND SELLAR, HAZARD, McNEELY, ALM & MANNING FOR THE PERIOD FROM OCTOBER 1, 2000, THROUGH SEPTEMBER 30, 2003, AND AUTHORIZE THE BOARD PRESIDENT TO EXECUTE THE CONTRACT Submitted By: Initiating Dept. /Div.: David J. Clovis Administrative /Safety & Risk Management REV WED AND RECOMMENDED FOR BOARD ACTION. D R4 . Clovis 4 rles W. Batts, feral Manager ISSUE: The three -year contract term for legal services and Counsel for the District services of Kenton L. Alm and the Sellar, Hazard, McNeely, Alm & Manning Law Firm lapsed on June 30, 2000. A contract renewal requires approval by the Board of Directors. RECOMMENDATION: District Staff recommends Board of Director approval of the three year contract with Kenton L. Alm and Sellar, Hazard, McNeely, Alm & Manning for legal services. FINANCIAL IMPACTS: The negotiated rates represent a ten percent increase in the current rate structure for the first year of the agreement. ALTERNATIVES /CONSIDERATIONS: The Board could elect to not renew the contract for services, although this is not recommended. BACKGROUND: The District has been obtaining general legal services and Counsel for the District services of Kenton L. Alm and Sellar, Hazard, McNeely, Alm & Manning (Firm) since 1985 by a contracted arrangement which was approved by the District Board of Directors. The current contract had a term from July 1, 1997, through June 30, 2000. If the Board wishes to continue the relationship with Mr. Alm and his Firm, staff has negotiated an arrangement where fees would increase in the first year of the renewed contract and additional increases in year two and three (See Attachment A) for a period of October 1, 2000, through September 30, 2003. The non - financial terms of the renewal contract remain essentially the same. Although the cost of legal services continues to be a substantial expense, the efforts of staff, coupled with reciprocal efforts of the Firm, have produced a favorable experience 9/27/00 R: \DJC \contract.pp.wpd Page 1 of 3 POSITION PAPER Board Meeting Date: Subject: CONSIDER RENEWAL OF CONTRACT FOR LEGAL SERVICES WITH KENTON L. ALM AND SELLAR, HAZARD, McNEELY, ALM & MANNING FOR THE PERIOD FROM OCTOBER 1, 2000, THROUGH SEPTEMBER 30, 2003, AND AUTHORIZE THE BOARD PRESIDENT TO EXECUTE THE CONTRACT of general counsel legal expenses over the last three years. Litigation expenses are, of course, more difficult to control and forecast due to the unpredictable nature of future claims and litigation. Nonetheless, the recent resolution of several significant pieces of litigation and the expected resolution of others suggests the possibility of a favorable trend for claims and litigation in the immediate future. The Firm has been instrumental in the District's recovery of reimbursement for certain legal expenses and losses incurred for those lawsuits covered under prior insurance policies. District Staff has negotiated a new provision to the contract for defined services as provided by Mr. Alm and Sellar, Hazard, McNeely, Alm & Manning. This provision defines certain customary services, as "retainer services" based on an evaluation of the previous five years of service utilization. The "retainer services" will be billed on a flat blended rate and based upon a projected number of hours of such services each month. These services will include attendance at board meetings, agenda review meetings, CASA conferences and legislative meetings, all telephone calls for the first twelve minutes and assorted other reoccurring counsel functions. The District will continue to be billed on an hourly basis for all services outside of the listed functions. Staff will review the cost effectiveness of this arrangement at six months and one year to insure that the compensation for "retained services" actually rendered is appropriate, both for the District and the Firm. The contract will include a provision where the parameters of the fixed blended rate arrangement may be adjusted during the course of the contract to reflect actual usage of "retained services" or a changed circumstance. RECOMMENDED BOARD ACTION: Consider approval and renewal of the contract for District legal services and Counsel for the District services by Kenton L. Alm and Sellar, Hazard, McNeely, Alm& Manning for the period from October 1, 2000, through June 30, 2003, and, if approved, authorize the Board President to execute the contract. 9/27/00 R: \DJC \contract.pp.wpd Page 2 of 3 U) W Q } J 2 W U_ Q' W J Q c� W J M Q C) O O O O O O O O O O O O O— m a) N 00 � LO 0) N O N 69 64 69 Ef) 69 69 U a O O Q d N O O O O O O 00 O "O � N � CD qT CD CD OCD dN9 69 _� 69 69 69 CN 64 E, r a O\ O o a CL r- E a) O to t C O E m C) O O O O C) 00 0 a) O Sri o cn N — 00 �- L w i 69 69 69 69 69 69 0 00 CL O d a) N 0 0 En O O O O O O N C 00 U') I' M N rl ` to b9 69 64 69 L U � 3 a) c c to 0 w cn a) Y O �CD U U o N C OL a? a) =3 n C E 2 o V co ` Cu U >;.E Co 0 ` o 7 U o a Q Q a) C a) �- a 0 � Q . a Qd c—o a cu a " = o Q= Co o m mo Cn 0 J Co Q Z >, a) rn 0 a 0 O c a c O O c 'c C `o J ?' a) U a) Cl) O C q Q o Y fn d fn U) Q W CL `o m 0 Page 3 of 3 Central Contra Costa Sanitary District / 4-M �k BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: October 5, 2000 No.: 10.a. BUDGET AND FINANCE Type of Action: BUDGET & FINANCE Subject: AUTHORIZE AMENDMENT TO THE DEFERRED COMPENSATION PLAN AGREEMENT WITH ICMA RETIREMENT CORPORATION Submitted By: Initiating Dept. /Div.: Debbie Ratcliff, Controller Administrative /Finance & Accounting REVIEWED AND RECOMMENDED FOR BOARD ACTION: x�144 D. Ra off P. Morsen 104 harles W. Batts, eneral Manager ISSUE: Board authorization is needed to amend the Deferred Compensation Plan Agreement with ICMA Retirement Corporation (ICMA). RECOMMENDATION: The Deferred Compensation Plan Committee recommends that the Board approve the attached amendment to the current Deferred Compensation Plan Agreement with ICMA adding a sixth payment option which allows for payments of a specified amount as well as an option for an annual cost of living increase. 115 10 F-1 0 51 F71111111TATT"Tat �� ALTERNATIVES /CONSIDERATIONS: The Board could elect not to authorize the payment option which allows the participant to choose a specified payment amount and the cost of living adjustment, although this is not recommended. BACKGROUND: The District established a Deferred Compensation Plan (Plan) covering all full -time employees in January 1976. The Plan is administered by the District's Deferred Compensation Plan Advisory Committee. Monthly contributions to Plan accounts are made into designated investment options maintained by Hartford Life Insurance Company, ICMA Retirement Corporation, and Nation Deferred. The Internal Revenue Service (IRS) regulations applicable to Deferred Compensation Plans do not allow for periodic distributions which increase substantially from year to year. ICMA applied for and received a private letter ruling from the IRS which approved a cost of living increase on an annual basis, tied to the Consumer Price Index (CPI), for retirees receiving periodic payments from their account. The IRS ruled in this letter that CPI adjustments did not constitute substantially increasing payments. 9/27/00 S : \ADMIN \RATCLIFF \PP.DEFCOMP.wpd Page 1 of 3 POSITION PAPER Board Meeting Date: October 5, 2000 subject: AUTHORIZE AMENDMENT TO THE DEFERRED COMPENSATION PLAN AGREEMENT WITH ICMA RETIREMENT CORPORATION To allow for the implementation of the cost of living adjustment, a sixth payment option is required which allows for payments of a specified amount. The recommended amendment to the Deferred Compensation Plan Agreement is attached. RECOMMENDED BOARD ACTION: Approve the attached amendment to the current Deferred Compensation Plan Agreement with ICMA adding a sixth payment option which allows for payments of a specified amount as well as an option for an annual cost of living increase and authorize the Board President to execute the amendment. 9/27/00 S : \ADMIN \RATCLIFF \PP.DEFCOMP.wpd Page 2 of 3 AMENDMENT NO.1 TO THE CENTRAL CONTRA COSTA SANITARY DISTRICT DEFERRED COMPENSATION PLAN (As Amended and Restated Effective January 1, 1998) The Central Contra Costa Sanitary District Deferred Compensation Plan (as Amended and Restated Effective January 1, 1998) (the "Plan ") is hereby amended as of January 1, 2000 as set forth below. 1. There shall be added the following to Section 7.2(a) of the Plan: Option 6. Payments of a specified amount. Amounts payable in equal monthly, quarterly, semi - annual, or annual payments in an amount chosen by the Participant, continuing until the Participant's account is exhausted. 2. There shall be added the following subsection to Section 7.2 of the Plan: "7.2(c) On or after January 1, 2000, a Participant or Beneficiary who elects to have benefits distributed pursuant to Section 7.2(a) above (in any form other than Option 1) may additionally elect to have the installment distribution automatically adjusted annually for a cost -of- living increase. Such increase will be based on the rise, if any, in the Consumer Price Index for All Urban Consumers (CPI -U) from the prior year. Any increase will be made in periodic payment checks beginning the following January. The first cost -of- living increase will be based on the rise in the CPI -U from the beginning of the fourth quarter of 1999 to the end of the third quarter of 2000, and will be applied to amounts paid commencing January 2001. Successive increases shall be assessed in the same manner each following year. IN WITNESS WHEREOF, this Amendment No. 1 to the Plan has been executed on this day of , 2000. CENTRAL CONTRA COSTA SANITARY DISTRICT Its: # 29911 Page 3 of 3