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HomeMy WebLinkAbout02/5/2004 AGENDA BACKUPCentral Contra Costa Sanitary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No -: 4.a. CONSENT CALENDAR Type of Action: ADOPT RESOLUTION; ACCEPT PUBLIC SEWER IMPROVEMENTS AND EASEMENTS subject: ADOPT A RESOLUTION ACCEPTING PUBLIC SEWER IMPROVEMENTS AND AN OFFER OF DEDICATION FROM DONALD L. HASKINS THE AND WILLIAM E. HASKINS THE FOR AN EASEMENT SHOWN ON THE RECORDED FINAL MAP OF SUBDIVISION NO. 7972 IN THE CITY OF LAFAYETTE (JOB 5274, PARCEL 1) Submitted By: Initiating Dept /Div.: Molly Mullin, Engineering Assistant III Engineering /Environmental Services REVIEWED AND RECOMMENDED FOR BOARD ACTION: M. Muilin J. Miyamoto -Mills C. Swanson A. Farrell harles . a General Man er ISSUE: A resolution of the Board of Directors is required to accept public sewer improvements and offers of dedication, and to authorize staff to record documents. RECOMMENDATION: Adopt a resolution accepting public sewer improvements and an offer of dedication, and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. FINANCIAL IMPACTS: None. ALTERNATIVES /CONSIDERATIONS: None. BACKGROUND: The Board of Directors regularly accepts easements and public sewer improvements by resolution. The recommended resolution will accept an easement shown on the recorded final map of Subdivision No. 7972 that is required for a recent public sewer extension in Springhill Manor in the City of Lafayette (as shown on Attachment 1). The final subdivision map and public sewer improvements have been reviewed by District staff and deemed in compliance with District standards. RECOMMENDED BOARD ACTION: Adopt a resolution accepting Job No. 5274, public sewer improvements, and an offer of dedication from Donald L. Haskins Tre and William E. Haskins Tre for an easement shown on the recorded final map of Subdivision No. 7972 in the City of Lafayette (Job No. 5274, Parcel 1), and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. U: \Position Papers \Mullin \5274Acceptlmp.doc Page 1 of 2 / / / (R LEGEND: —E- NEW SEWER — &- EXISTING SEWER EASEMENT AREA SUB BOUNDARY Central Contra Costa Sanitary District � Prepared by Engineering Support Sectic WE I m HILL r wroFD N i LOCATION MAP N.T.S. GM RD SUB \ LOCATION ±t,, LAFAYETTE 79 72 N 0 150 E ACCEPTANCE OF Attachment EASEMENT DEDICATION _ SUB 7972 JOB 5274 Page 2 of 2 Central Contra Costa SanlLary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 4. b. CONSENT CALENDAR Type of Action: ADOPT RESOLUTION; ACCEPT PUBLIC SEWER IMPROVEMENTS AND EASEMENTS Subject. ADOPT A RESOLUTION ACCEPTING PUBLIC SEWER IMPROVEMENTS AND AN OFFER OF DEDICATION FROM BRADDOCK AND LOGAN GROUP, LP FOR AN EASEMENT SHOWN ON THE RECORDED FINAL MAP OF SUBDIVISION NO. 8078 IN THE TOWN OF DANVILLE (JOB 5275, PARCEL 1) Submitted By: Initiating Dept /Div.: Molly Mullin, Engineering, Assistant III Engineering /Environmental Services REVIEWED AND RECOMMENDED FOR BOARD ACTION. > M. Mullin J. Miyamoto -Mills C. Swanson A. Farrell Char es W. General Manan ISSUE: A resolution of the Board of Directors is required to accept public sewer improvements and offers of dedication, and to authorize staff to record documents. RECOMMENDATION: Adopt a resolution accepting public sewer improvements and an offer of dedication, and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. FINANCIAL IMPACTS: None. ALTERNATIVES /CONSIDERATIONS: None. BACKGROUND: The Board of Directors regularly accepts easements and public sewer improvements by resolution. The recommended resolution will accept an easement shown on the recorded final map of Subdivision No. 8078 that is required for a recent public sewer extension off Fairwood Court in the Town of Danville (as shown on Attachment 1). The final subdivision map and public sewer improvements have been reviewed by District staff and deemed in compliance with District standards. RECOMMENDED BOARD ACTION: Adopt a resolution accepting Job No. 5275, public sewer improvements, and an offer of dedication from Braddock and Logan Group, LP for an easement shown on the recorded final map of Subdivision No. 8078 in the Town of Danville (Job No. 5275, Parcel 1), and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. UAPosition Paperswullin \5275Acceptlmp.doc Page 1 of 2 J Cb Gj 0 c \�o , o � , o 07 o it FEET DANVILLE YAO SUBS'* LOCATION 11 LOCATION N.T.S. sq /QQ LEGEND: —e— NEW SEWER —�- EXISTING SEWER EASEMENT AREA SUB BOUNDARY x Central Contra Costa Attachment Sanitary District ACCEPTANCE OF EASEMENT DEDICATION SUB 8078 JOB 5275 V Page 2 of 2 Central Contra Costa Sani.ary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 4.c. CONSENT CALENDAR Type of Action: ADOPT RESOLUTION; ACCEPT PUBLIC SEWER IMPROVEMENTS AND EASEMENTS subject: ADOPT A RESOLUTION ACCEPTING PUBLIC SEWER IMPROVEMENTS AND AN OFFER OF DEDICATION FROM STEVEN J. FURTADO CONSTRUCTION AND DEVELOPMENT FOR AN EASEMENT SHOWN ON THE RECORDED FINAL MAP OF SUBDIVISION NO. 8187 IN THE CITY OF WALNUT CREEK (JOB 5375, PARCEL 2) Submitted By: Initiating Dept /Div.: Molly Mullin, Engineering Assistant III Engineering /Environmental Services REVIEWED AND RECOMMENDED FOR BOARD ACTION: M. Mullin J. Miyamoto-Mills C. Swanson A. Farce Charles W. Ba General Mana r ISSUE: A resolution of the Board of Directors is required to accept public sewer improvements and offers of dedication, and to authorize staff to record documents. RECOMMENDATION: Adopt a resolution accepting public sewer improvements and (an) offer(s) of dedication, and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. FINANCIAL IMPACTS: None. ALTERNATIVES /CONSIDERATIONS: None. BACKGROUND: The Board of Directors regularly accepts easements and public sewer improvements by resolution. The recommended resolution will accept an easement shown on the recorded final map of Subdivision No. 8187 that is required for a recent public sewer extension in Quiet View Court in the City of Walnut Creek (as shown on Attachment 1). The final subdivision map and public sewer improvements have been reviewed by District staff and deemed in compliance with District standards. RECOMMENDED BOARD ACTION: Adopt a resolution accepting Job No. 5375, public sewer improvements, and an offer of dedication from Steven J. Furtado Construction and Development for an easement shown on the recorded final map of Subdivision No. 8187 in the City of Walnut Creek (Job No. 5375, Parcel 2), and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. U: \Position Papers \Resol- MM \5375.AcceptSubMap.doc Page 1 of 2 Page 2 of 2 Central Contra Costa San,,ary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 4.d. CONSENT CALENDAR Type of Action: ADOPT RESOLUTION; ACCEPT PUBLIC SEWER IMPROVEMENTS AND EASEMENTS subject: ADOPT A RESOLUTION ACCEPTING PUBLIC SEWER IMPROVEMENTS AND AN OFFER OF DEDICATION FROM AUTUMN CREEK ASSOCIATES LIMITED PARTNERSHIP FOR AN EASEMENT SHOWN ON THE RECORDED FINAL MAP OF SUBDIVISION NO. 8283 IN THE TOWN OF DANVILLE (JOB 5469, PARCEL 1) Submitted By: Initiating Dept. /Div.: Molly Mullin, Engineering Assistant III Engineering /Environmental Services REVIEWED AND RECOMMENDED FOR BOARD ACT N. 1, M. ullin J. Miyamoto -Mills 'C. Swanson A. Farrell Charles W. ati General Manag ISSUE: A resolution of the Board of Directors is required to accept public sewer improvements and offers of dedication, and to authorize staff to record documents. RECOMMENDATION: Adopt a resolution accepting public sewer improvements and an offer of dedication, and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. FINANCIAL IMPACTS: None. ALTERNATIVES /CONSIDERATIONS: None. BACKGROUND: The Board of Directors regularly accepts easements and public sewer improvements by resolution. The recommended resolution will accept an easement shown on the recorded final map of Subdivision No. 8283 that is required for a recent public sewer extension off Messian Place in the Town of Danville (as shown on Attachment 1). The final subdivision map and public sewer improvements have been reviewed by District staff and deemed in compliance with District standards. RECOMMENDED BOARD ACTION: Adopt a resolution accepting Job No. 5469, public sewer improvements, and an offer of dedication from Autumn Creek Associates Limited Partnership for an easement shown on the recorded final map of Subdivision No. 8283 in the Town of Danville (Job No. 5469, Parcel 1), and authorizing staff to record the easement acceptances with the Contra Costa County Recorder. Page 1 of 2 WPosition Papers \Mullin \5469 Adopt Resol.doc STjA� STONE RD DAWILLE N V LOCATION N.T.S. T —_ o LEGEND: —�-- NEW SEWER —�- EXISTING SEWER 3EXI- 1212,9`: SUB BOUNDARY 0 150 FEET o � o LSUB OCATION n �7 RD V 0 x Central Contra Costa Attachment Sanitary District ACCEPTANCE OF a AlIffi' EASEMENT DEDICATION _ SUB 8283, JOB 5469 V Page 2 of 2 Central Contra Costa Sanitary District IVAN ' BOARD OF DIRECTORS in POSITION PAPER Board Meeting Date: February 5, 2004 No.: 4.e. CONSENT CALENDAR Type ofAction: AUTHORIZE ANNEXATIONS Subject: AUTHORIZE P.A. 04 -01 (DANVILLE); P.A. 04 -02 (ALAMO); P.A. 04 -03 (ALAMO); P.A. 04 -04 (ALAMO); P.A. 04 -05 (ALAMO); AND P.A. 04 -06 (DANVILLE) TO BE INCLUDED IN A FUTURE FORMAL ANNEXATION TO THE DISTRICT Submitted By: Initiating Dept. /Div.: Molly Mullin, Engineering Assistant III Engineering /Environmental Services REVIEWED AND RECOMMENDED FOR BOARD APP— I �� M. Mullin J. Miy moto -Mills Swanson A. Farrell General ISSUE: The Board of Directors' authorization is requested to initiate the annexation process for properties listed in Attachment 1. RECOMMENDATION: Authorize Proposed Annexations 04 -01 through 04 -06 to be included in future formal annexations. FINANCIAL IMPACTS: None related to this action. ALTERNATIVES /CONSIDERATIONS: Not applicable. BACKGROUND: Authorizing "Proposed Annexations" is a preliminary first step preceding Board initiation of the formal annexation process. Under P.A. 04 -01, the property owner will be constructing three new dwellings as part of a minor subdivision, and will connect these units to a new extension of the public sewer. P.A. 04 -03 will be a four -lot minor subdivision served by a new public main extension. The remaining property owners, listed in Attachment 1 as P.A. 04 -02, 04 -04, 04 -05, and 04 -06, have petitioned for their properties to be annexed to the District and have abandoned existing septic systems, or will do so upon completion of new public sewer extensions. One additional property on El Pintado (P.A. 04 -01) was included as a "fill -in" parcel necessary to avoid the creation of a new island in the District boundaries. The property owner accepted the District's invitation and submitted a completed petition for annexation. Additionally, one property in P.A. 04 -04 and P.A. 04 -06 were correspondingly invited to petition for annexation on December 6, 2003, but failed to respond to staff's letter. Following advice from the Local Agency Formation Commission (LAFCO), these properties remain included in P.A. 04 -04 and P.A. 04 -06, so that the Board may approve their inclusion as proposed annexations. RECOMMENDED BOARD ACTION: Authorize Proposed Annexations 04 -01, 04 -02, 04 -03, 04 -04, 04 -05, and 04 -06 to be included in future formal annexations. (JAPosition Papers \Mullin\PA04_01etc.doc Page 1 Of 10 ATTACHMENT I PROPOSED ANNEXATIONS PA Location Owners Address and Lead No. and Assessor's Parcel Remarks Agency Acreage Nu#t.. 04 -01 Danville Mark Scott Proposed 3 new SFRS Contra (78C5) 754 El Pintado Road will connect to new Costa Danville, CA 94596 public sewer system. County 197 - 161 -012 -4 Resolution 00 -33 of (5.072 Ac.) Negative Declaration. Douglas Peter Rathke Existing home on septic CCCSD THE will plan future sewer 760 El Pintado connection to the public Danville, CA 94526 sewer system. In -fill 197 - 150 -045 -7 parcel. Action is exempt from CEQA (4.370) (Section 15319). 04 -02 Alamo Pedro Amaya Existing house converted CCCSD (78D5) 2698 Stone Valley Rd. from septic to the public Alamo, CA 94507 sewer system in 193 - 620 -008 -6 December 2003. Action is exempt from CEQA (.671 Ac.) (Section 15319). 04 -03 Alamo Appian Construction Proposed 4 -lot Contra (77D1) 1431 Vine Lane subdivision for single Costa Alamo, CA 94507 family homes to connect County 187 - 130 -010 to new public sewer main extension. Action is exempt from CEQA (2.170 Ac.) (Section 15319). U: \Position Papers \Mu111n \PA04_01etc.doc Page 2 of 10 PA No. Location and ` Acreage Owners Address and Assessor's Parcel Number Remarks Lead Agency 04 -04 Alamo Steve Padis Existing house will CCCSD (78D5) 153 Smith Road convert from septic and Alamo, CA 94507 connect to the existing 196- 050 -014 -6 public sewer. Action is exempt from CEQA (.89 Ac.) (Section 15319). Antony & Prema Thekkek Septic parcel adjacent to CCCSD 161 Smith Road proposed annexation Alamo, CA 94507 parcel. Fill -in to avoid 196- 050 -015 -3 creating an island inside District boundary. Project is exempt from CEQA. No response to District invitation December 6, 2003. Action is exempt from (.811 Ac.) CEQA (Section 15319). 04 -05 Alamo Carol Doell Existing home on septic CCCSD 1410 Finley Lane will plan future sewer Alamo, CA 94507 connection to the public 192 - 030 -020 -7 sewer system. Action is exempt from CEQA (1.833 Ac) (Section 15319). UAPosition Papers\MuIIin \PA04_01etc.doc Page 3 of 10 PA No. Location and Acreage Owners Address and Assessor's Parcel Number Remarks Lead Agency 04 -06 Danville Keith & Laura W. Existing home on septic CCCSD Howard, THE will connect to new 476 Del Amigo Road sewer main extension. Danville, CA 94526 Action is exempt from (4.791 Ac) 199 - 130 -012 -8 CEQA (Section 15319). James R. & Pamela S. Existing home on septic CCCSD Bledsoe, THE Will connect to new 576 Del Amigo Road sewer main extension. Danville, CA 94526 Action is exempt from (4.025 Ac) 199 - 130 -068 CEQA (Section 15319). Glen & Kathy Koutz New lot created by split CCCSD 555 Del Amigo from their existing home Danville, CA 94526 and property. Have 199 - 130 -071 -4 expressed interest in building new home and connecting to new sewer main. However, they did not respond to District's invitation to complete a petition for annexation on December 6, 2003. This property will be a fill -in to avoid creating an island inside District boundary. Action is exempt from CEQA (1.134 Ac) (Section 15319). UAPosition Papers \Mullin \PA04_01etc.doc Page 4 of 10 N%'-....GTON CT --► ALA MO F 5TONE vq�y ?SITE RD 680 JN LOCATION MAP N.T.S. I DA1 1988 L X\ O Pie / � ,qp"P� RATHKE ` 92-4 1985 197 - 150-045 J � ANNEX §92-4 j 1 92-4 LEGEND: 1972 1985 ANNEXATION o BOUNDARY y O U E PREVIOUS SCOTT ` a C.C.C.S.D. BOUNDARY 197 -161 -012 f ANNEX till is L X\ O Pie / � ,qp"P� I Central Contra Costa Sanitary District _ I PROPOSED ANNEXATION Dj i Prepared by Engineering Support Section n-8 1982 DA1 1988 VICTORIA LN Attachment Page 5 of 10 @157-4 92-4 1985 J � §92-4 j 1 92-4 LEGEND: 1985 ANNEXATION o BOUNDARY NO' O U E PREVIOUS DATE ANNEXATION 0 o 1 200 a C.C.C.S.D. BOUNDARY I Central Contra Costa Sanitary District _ I PROPOSED ANNEXATION Dj i Prepared by Engineering Support Section n-8 1982 DA1 1988 VICTORIA LN Attachment Page 5 of 10 I ► w —j 1 i13 J I 1 0 crI I ► a 1 EN ST p�F 1 1 99-7 I � 1987 1 n 0 LEGEND: m ANNEXATION BOUNDARY NO. PREVIOUS DATE ANNEXATION E C.C.C.S.D. BOUNDARY a Y Central Contra Costa Sanitary District V n V 12 1993 AMAYA 1os-a �F N 1989 1 1989 0 200 FEET ALAMO �' :!! o rle v 1 N 680 LOCATION MAP N.T.S. v �Q DA15 2000 DA15 �O 00 9 DA15 2000 PROPOSED ANNEXATION P. A. 04-02 SITE Page 6 of 10 RD CT Attachment r- I SITE ALAMO o N "�' 680 LOCATION MAP J I / / 9. 131- 1994 D 911 1975 STONE v,�, N.T.S. RD ANNEXATION g BOUNDARY P E NO' PREVIOUS DATE ANNEXATION p 150 EI C.C.C.S.D. B OUNDARI,,-- Central Contra Costa Attachment Sanitary District r PROPOSED ANNEXATION Prepared by Engineering Support Section Page 7 of 10 E PADIS 196- 050-014 ANNEX ALAMO � STONE V RD 680 ITI N / , LOCATION MAP 57-4 1977 N.T.S. 36-1 1972 106-A 1989 120-8 1992 r120-8 1992 LEGEND: a 150-1 ANNEXATION N BOUNDARY 2001 N0. PREVIOUS DATE ANNEXATION 0 150 Page 8 of 10 SITE ALAMO o Q\, STONE Vq� JN 680 RD LOCATION MAP ,l N.T.S. 57 1997 Page 9 of 10 ' DOEL L :.' 192 -030 -020 ANNEX 1 164^ 1997 2003 M P� 114-5 GPSP 1989 �. 19 114-5 161 1 1989 - 2003 57 '� 1977 50� 1976 114^5 ' 1989 73-1 �- 1982 -' DS LEGEND: ANNEXATION N�� -' Q \N o BOUNDARY c N0. PREVIOUS DATE ANNEXATION 15 a E C.C.C.S.D. BOUNDARY u a FEET N Central Contra Costa Attachment Sanitary District PROPOSED ANNEXATION o- P. A. 04-05 - Page 9 of 10 / WAY POINT 'Z , - - -- RD N � 1964 DANWILLE SITE V40 LOCATION AP N.T.S. 0 LEGEND: HOWARD 199 - 130 -012 ANNEX NNEX nON N /� ice, t I nz \ /■ j I DATE AN EIXAION , 200 c.c.c.S.D. so ARY FEET u 6 N x Central Contra Costa Attachment Sanitary District PROPOSED ANNEXATION a 1 P. A. 04-06 V � z Page 10 of 10 � Q t r� j i 1978 c.c.c.S.D. so ARY FEET u 6 N x Central Contra Costa Attachment Sanitary District PROPOSED ANNEXATION a 1 P. A. 04-06 V � z Page 10 of 10 Central Contra Costa Sa,..tary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 4.f. CONSENT CALENDAR Type of Action: APPROVE PROJECT Subject: APPROVE WALNUT CREEK RENOVATIONS PHASE 2 PROJECT, DISTRICT PROJECT 5709, FOR CEQA/PERMITTING PURPOSES Submitted By: Andrew Antkowiak, Associate Engineer Initiating Dept /Div.: Engineering / Capital Projects REVIEWED AND RECOMMENDED FOR BOARD ACTION: l A. owiak T. i W. Brennan A. Far II C arles . a General Mana ISSUE: Board approval of Walnut Creek Renovations Phase 2 Project, District Project 5709, is required prior to filing of a Notice of Exemption under the District's California Environmental Quality Act (CEQA) Guidelines. RECOMMENDATION: Approve the Walnut Creek Renovations Phase 2 Project, DP 5709. FINANCIAL IMPACTS: The total project cost is anticipated to be $1.6 million; however, this position paper only approves the project for CEQA/permitting and does not award a construction contract. ALTERNATIVES /CONSIDERATIONS: The Board of Directors may delay or decline to approve the project. If this renovation and repair project is not constructed, the condition of the sewers will continue to decline. BACKGROUND: The Walnut Creek Renovations Phase 2 Project is part of an ongoing program to replace or renovate deteriorated sections of the collection system that require frequent maintenance. This project consists of renovation or replacement of approximately 6800 feet of 6 -, 8 -, 12 -inch diameter sewer located in Walnut Creek. In addition to replacement of line segments, the project may also include installation of manholes to facilitate maintenance and point repairs on other problem sewer line segments. Some of the project sites must have a California Fish and Game Stream Alteration permit secured before construction work can be completed. Attachment 1 shows the locations of all the sites. The Board normally considers approval of a project and direction to file a Notice of Exemption at the time of award of a Construction Contract. New permitting requirements from agencies such as California Department of Fish and Game require that completed CEQA documentation be submitted with the permit application. Since I: \Design \Position Papers \2004 \DP5709ApprovalPP.doc Page 1 of 3 POSITION PAPER Board Meeting Date: February 5, 2004 subject. APPROVE WALNUT CREEK RENOVATIONS PHASE 2 PROJECT, DISTRICT PROJECT 5709, FOR CEQA/PERMITTING PURPOSES this permit application process can be time consuming, Board approval of the project and direction to file a Notice of Exemption is needed at this time. The Walnut Creek Renovations Phase 2 Project is included as part of the Collection System Renovation Program through Fiscal year 2003 -2004 Capital Improvement Budget (CIB) on pages CS -9 through CS -15. Staff has concluded that this project is exempt from the California Environmental Quality Act (CEQA) under CCCSD CEQA Guidelines Section 15302 since it involves replacement of existing sewer facilities at substantially the same locations and with the same purpose and level of activity as the facilities being replaced. Any capacity increases are for non - growth inducing, wet - weather purposes. This project also is exempt under CCCSD CEQA Guidelines Section 15061(b)(3), since it can be "seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment." This certainty is based on CCCSD's past experience with numerous sewer construction projects of this nature, the relatively short distances involved, and CCCSD's mitigating construction specifications that would be required of the project. Approval of this project will establish the Board of Directors' independent finding that this project is exempt from CEQA. RECOMMENDED BOARD ACTION: Approve the Walnut Creek Renovations Phase 2 Project, DP 5709, and direct staff to file a Notice of Exemption with the Contra Costa County Clerk. Page 2 of 3 I: \Design \Position Papers \2004 \DP5709ApprovalPP.doc FEET Central Contra Costa Sanitary District WALNUT CREEK RENOVATIONS PHASE 2 CCCSD 5709 Nage 3 or J Attachment Central Contra Costa Sani "ry District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 Type of Action: HUMAN RESOURCES No.: 4.g. CONSENT CAhENRAR Subject: AUTHORIZE LEAVE OF ABSENCE WITHOUT PAY FOR ELAINE JACOBS, HOUSEHOLD HAZARDOUS WASTE SUPERVISOR, THROUGH JUNE 17, 2004 Submitted By: Henry Thom Senior Engineer Initiating Dept /Div.: Engineering /Environmental Services REVIEWED AND RECOMMEN ED FOR BOARD ACTION. H. Thom C. Swanson A. Farrell C. Freitas Charles W. a (:4 General Manag ISSUE: Board of Directors' authorization is required for leave without pay in excess of 30 days. RECOMMENDATION: Authorize leave of absence without pay for Elaine Jacobs, Household Hazardous Waste Supervisor. FINANCIAL IMPACTS: Minimal ALTERNATIVES/CONSIDERATIONS: Not approve the leave of absence without pay. If, however, Ms. Jacobs were unable to return to work, this action would prompt Ms. Jacobs' employment to be terminated. BACKGROUND: Elaine Jacobs, Household Hazardous Waste Supervisor, has been off work since July 8, 2003, due to a serious medical condition. Ms. Jacobs applied for, was granted, and used 12 weeks of Family Medical Leave. It is anticipated that Ms. Jacobs will be in an unpaid status in mid - January 2004. Ms. Jacobs has reported that the treating physician estimates her required time off to be at least until mid -April 2004, and Ms. Jacobs has requested a leave of absence through June 17, 2004. If at that time Ms. Jacobs' physician recommends more time is needed for her recovery, the Board will be notified. RECOMMENDED BOARD ACTION: Authorize leave of absence without pay for Elaine Jacobs, Household Hazardous Waste Supervisor, through June 17, 2004. LIAPosition Papers \HHW \Jacobs PP.doc Page 1 of 1 Central Contra Costa San.,ary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 6.a. BIDS AND AWARDS Type of Action: AUTHORIZE AWARD subject: AUTHORIZE AWARD OF A CONSTRUCTION CONTRACT TO VALENTINE CORPORATION FOR CONSTRUCTION OF THE TREATMENT PLANT SAFETY ENHANCEMENTS, DISTRICT PROJECT 7219 Submitted By: Initiating DeptJDiv.: Nathan Hodges, Assistant Engineer Engineering / Capital Projects REVIEWED AND RECOMMENDED FOR BOARD ACTION: N. odges B. Than W. Brennan A. Farrell General ISSUE: On January 21, 2004, sealed bids were received and opened for construction of the Treatment Plant Safety Enhancements, District Project 7219. The Board of Directors must authorize award of the contract or reject bids within 50 days of bid opening. RECOMMENDATION: Authorize award of a construction contract to Valentine Corporation. FINANCIAL IMPACTS: Expenditure of approximately $225,000, including construction contract, contingency and construction management, will be required to complete the project. ALTERNATIVES /CONSIDERATIONS: Reject all bids, which is not recommended. BACKGROUND: The Maintenance Division of the Operations Department has a number of safety related work orders that require design services from Engineering. These individual work orders have been grouped into a capital project to gain some economy of scale. Work will be performed at the Treatment Plant, Household Hazardous Waste Facility, Orinda Crossroads Pumping Station, and the Outfall Weir Structure (see map, Attachment 1A). The sites scheduled for work at the Treatment Plant are shown on Attachment 1 B. The scope of work includes railing enhancement, concrete work, platform fabrication, duct work, valve extension, davit arm placement, and grating enhancement. The design of the Treatment Plant Safety Enhancements Project was done by staff. The engineer's estimate for construction cost for this project is $150,000. This project was advertised on December 30, 2003, and January 7, 2004. Seven (7) bids ranging from $143,369 to $277,325 were received and publicly opened on January 21, 2004. A summary of these bids is shown in Attachment 2. The Capital Projects Division conducted a technical and commercial evaluation of these bids and has determined LAPosition Papers \Hodges \7219Award.doc Page 1 of 6 POSITION PAPER Board Meeting Date: February 5, 2004 subject. AUTHORIZE AWARD OF A CONSTRUCTION CONTRACT TO VALENTINE CORPORATION FOR CONSTRUCTION OF THE TREATMENT PLANT SAFETY ENHANCEMENTS, DISTRICT PROJECT 7219 that Valentine Corporation is the lowest responsive and responsible bidder with a bid amount of $143,369. Construction management, construction contract administration, and construction inspection will be performed by District staff. This will include reviewing shop drawings and submittals, responding to design questions, and evaluating change order requests. The allocation of funds required to complete this project, as shown in Attachment 3, is $200,000. The Treatment Plant Safety Enhancements Project is included in the Fiscal Year 2002 -03 and 2003 -04 Capital Improvement Budgets pages TP -32 and TP -33. Staff has determined that there are adequate funds in the Capital Improvement Budget and Plan for the project. Staff has concluded that this project is exempt from the California Environmental Quality Act (CEQA) under District CEQA Guidelines Section 15301 since it involves minor alterations to an existing public facility. Approval of this project will establish the Board of Directors' independent finding that this project is exempt from CEQA. RECOMMENDED BOARD ACTION: Authorize award of a construction contract in the amount of $143,369 for the construction of the Treatment Plant Safety Enhancements, District Project 7219, to Valentine Corporation, the lowest responsive and responsible bidder. L: \Position Papers \Hodges \7219Award.doc Page 2 of 6 NOVA SAN RAFAEL SAUSALITO FRANCI SOUTH SAN FRANCISCO E UTFALL WEIR STRUCTURE LOCATION PINOLE RICHMOND ORINDA CROSSROADS PUMP STATION LOCATION SAN MATEO OAKLAND A MEDA LEANDRO IMUIVATi %1 CONCORD WALNUT CREEK DANVILLE PITTSBURG SAN RAMON DUBLIN 0 5 10 MILES Central Contra Costa Attachment Sanitary District TREATMENT PLANT SAFETY ENHANCEMENTS 0 40101 District Project 7219 1A Vicinity Map Page 3 of 6 -N- N Central Contra Costa 0 Sanitary District L I A"- - ZN Q +00 800 FEEr TREATMENT PLANT SAFETY ENHANCEMENTS Attachment District Project 7219 1B Site Location Map Page 4 of 6 ATTACHMENT 2 Central Contra Costa Sanitary District DRAFT SUMMARY OF BIDS PROJECT NO.: 7219 DATE January 21, 2004 PROJECT NAME: Treatment Plant Safety Enhancements LOCATION: Martinez, California ENGINEER EST. $150,000 Order BIDDER BID PRICE Opened (Name, telephone & address) $ Valentine Corporation 1 PO Box 9337 143 369 San Rafael, CA 94912 ' Kaweah Construction 2 PO Box 4378 154 223 Fresno, CA 93744 ' GSE Construction 3 1020 Shannon Court 154 600 Livermore, CA 94550 ' Manito Construction, Inc. 4 1048 Serpentine Lane, Suite 306 185 100 Pleasanton, CA 94566 ' D.W. Nicholson Corporation 5 PO Box 4197 193 300 Hayward, CA 94540 ' N.V. Heathorn 6 1 155 Beecher Street 205,810 San Leandro, CA 94577 Monterey Mechancial 7 8275 San Leandro Street 277 325 Oakland, CA 94621 ' BIDS OPENED BY Debbie Ratcliff DATE 1/21/04 SHEET NO. 1 OF 1 LADesign \District Projects \7219 \7219 Bid Summary.DOC Page 5 of 6 ATTACHMENT 3 TREATMENT PLANT SAFETY ENCHANCEMENTS DISTRICT PROJECT 7219 POST - BID /PRECONSTRUCTION COST ESTIMATE ESTIMATE NO. ITEM DESCRIPTION COST 1. CONSTRUCTION a. Construction Contract 143,369 b. Contingency at 20 Percent 29,631 TOTAL CONSTRUCTION 173,000 2. CONSTRUCTION MANAGEMENT a. District Forces • Construction Management/Resident Engineering/ Inspection 29,000 • Project Engineering /Operations Department 3,000 • Engineering Support/Survey /Secretarial 3,000 SUBTOTAL 35,000 b. Consultants • Material and Construction Testings 2,000 SUBTOTAL 2,000 TOTAL CONSTRUCTION MANAGEMENT 37,000 3. TOTAL CONSTRUCTION PHASE COST 210,000 4. TOTAL PREBID EXPENDITURES 15,000 5. TOTAL DESIGN AND CONSTRUCTION MANAGEMENT COST 52,000 6. TOTAL ESTIMATED PROJECT COST 225,000 7. FUNDS AUTHORIZED TO DATE 25,000 8. ADDITIONAL ALLOCATION NEEDED TO COMPLETE 200,000 PROJECT PERCENT OF ESTIMATED CONSTRUCTION COST ( %) 100 20 1 21 121 9 30 LAPosition Papers \Hodges \7219Award.doc Page 6 of 6 II� . �. n 0 R �+ ., M � � f i'yy iA �. ~�� � • • • O. 0 O -0 U� n n 0 '0 m O D O 0 O O Sy O I � 0 � �m N r m Z7 � D 0 CD n 2 °. m � N � -� O N ..... 0 M O .. �. xo.� °moo ch CL �m o N C' CD Cl) N vi ■ ■ Ma MN O ■ m n r* C m C m i �I t � ra 1 j i Af t M Y I-V I L m CL �■ 3 m m r* 2) rm* �m O 0 M tt it kt W 2) FD MIEZI > 170- 5J � � � � � �4 � � � � �. � � � ( } MIEZI > 170- 5J � � � � � �4 � � � � �. � � f Ilf I' uj Hose reel x x n T v a. IM U) O CL U) 0 O CL O ■ ■ \` f 1, i r� 4 i IF- o4J CMM C �D 1 - ( I :I O O ■ m 0 rMom 0 O N N V O O O • w O V O O o C) O O CD B m r* 0 0 U) I • O v m CA can 0 O V O O O 00—►% WWI 5 o 0 CL O cQ � 0 rol. O O cQ � CD n � o 1 CA) O O O m MN O %. m CD n II 0 1 • • mo z 0 CL CD 0 0 � rmF rF 0 O 0 -� O 0 CD CD �F CD 0 CL C. 3 CL N � o cr Q V N 0 0 ma MN 0 %� ■ CD 0 roo C/) ti =r CD E Central Contra Costa Sa..,cary District ' BOARD OF DIRECTORS POSITION PAPER February 5, 2004 7.a. ITEMS HELD OVER FROM PREVIOUS Board Meeting Date: F�L4ra -2-0014 No.: 4,41,- E-NT C4-E.ptW BOARD MEETINGS Type of Action: ACCEPT CONTRACT WORK/AUTHORIZE FILING NOTICE OF COMPLETION Subject: ACCEPT THE CONTRACT WORK FOR THE 2003 CURED -IN -PLACE PIPE PROJECT, DISTRICT PROJECT 5246 AND AUTHORIZE THE FILING OF THE NOTICE OF COMPLETION Submitted By: Initiating Dept /Div,: Michael J. Penny, Associate Engineer Engineering / Capital Projects REVIEWED AND RECOMMENDED FOR BOARD ACTION. 'g B—r —r — M. Penny tpfw&i Brennan A. FarreA C General Me ISSUE: Construction has been completed on the 2003 Cured -in -Place Pipe Project, District Project 5246, and work is now ready for acceptance. RECOMMENDATION: Accept the contract work for the 2003 Cured -in -Place Pipe Project, District Project 5246, 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 3090. BACKGROUND: The District investigated corrosion of large and medium diameter reinforced concrete pipe using CCTV inspection over the past few years. In several reaches of pipe, it was clear that some remedial action was needed. Approximately 570 feet of cured -in -place pipe (CIPP) was installed inside the existing 30 -inch sewer on Bancroft Road in Walnut Creek by the 2003 CIPP Project. The District has previously used the cured -in -place method to rehabilitate sewers. This method is less disruptive than open cut and is useful in busy streets and areas with limited accessibility where there is no capacity issue. Approximately 700 feet of cured- in-place pipe was installed inside the existing 8 -inch diameter sewer on Moraga Way in Orinda by the 2003 CIPP Project. On June 19, 2003, the Board approved the 2003 Cured -in -Place Pipe project for CEQA/Permitting purposes. On July 17, 2003, the Board authorized the award of a contract for the construction of the project to Andes Construction, Inc. The Notice to Proceed was issued on August 27, 2003. The work was substantially completed on December 19, 2003. The remaining work consists of minor punch -list items, which do not affect project acceptance. hDesign \Position Papers\2003 \5246 Project Accept PP.doc Page 1 of 3 POSITION PAPER Board Meeting Date: January 15, 2004 Subject ACCEPT THE CONTRACT WORK FOR THE 2003 CURED -IN- PLACE PIPE PROJECT, DISTRICT PROJECT 5246 AND AUTHORIZE THE FILING OF THE NOTICE OF COMPLETION The contract project completion date was November 1, 2003. Liquidated damages will be assessed against Andes Construction for the project delay. The internal lateral connection lining bid item was removed from the job to expedite the project for a credit of $21,756. The internal lateral connection lining will be completed later in 2004 under a separate contract. The total authorized budget for the project is $368,500. The budget includes the cost of engineering design. District forces, testing services, contract services, etc. An accounting of the project costs will be provided to the Board at the time of project closeout. RECOMMENDED BOARD ACTION: Accept the contract work for the 2003 Cured -in- Place Pipe Project, District Project 5246, and authorize the filing of the Notice of Completion. I:\Design\Position Papers\2003 \5246 Project Accept PP.doc Page 2 of 3 1 VF PLEASANT HILL d 1 QAY DN SEE ' NSET B' 14 CA. 680 icT�r INSET 'B' WALNUT CREEK LAFAYETTE HAPPY VAIlEy 2Q Q m tw 0 ORINDA ` e�w SEE INSET 'A' WY s a :V A C g N.T.S. LEGEND: SITE LOCATION a V n N N O 2 MORAGA INSET 'A' =I Central Contra Costa I Sanitary District 2003 CIPP PROJECT Prepared by Engineering Support Section RVD Page 3 of 3 ID Attachment 1 i Aft. 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ADMINISTRATIVE Type of Action: RENEW CONTRACT subject: CONSIDER RENEWAL OF CONTRACT FOR LABOR AND EMPLOYMENT RELATED LEGAL SERVICES WITH DANIEL CLINTON AND HANSON, BRIDGETT, MARCUS, VLAHOS & RUDY, LLP FOR THE PERIOD OF JANUARY 1, 2004 THROUGH DECEMBER 31, 2006 Submitted By: Randall Musgraves, Initiating Dept. /Div.: Administration Director of Administration REVIEWED AND RECOMMENDED FOR BOARD ACTION: ."graves General Mana er ISSUE: The contract for labor law services with Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP (Firm) is ready for renewal. The term of the contract is for three years. A contract renewal requires approval by the Board of Directors. RECOMMENDATION: Approve the contract with Daniel Clinton and Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP for labor and employment related legal services and authorize the Board President to execute the contract. FINANCIAL IMPACTS: The negotiated rates represent a five percent increase for Mr. Clinton over the current rate structure for the first year of the agreement. ALTERNATIVES /CONSIDERATIONS: The Board could elect not to renew the contract for labor and employment related legal services. BACKGROUND: The District has obtained labor and employment related legal services from Mr. Clinton and associates at Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP (Firm) since 1998. The firm has provided outstanding labor law and labor negotiations services. The District successfully concluded six year labor agreements with all District labor Groups. The current rate of $295 /hour for Mr. Clinton will increase to $310 /hour in the first year, remain the same in the second year and increase to $315 /hour in the third year. Mr. Clinton's rate has been discounted to the District by 15 %. Ms. Woodall's rate would increase from $195 /hour to $250 /hour in the first year, remain the same in the second year and increase to $260 /hour in the third year. The large increase in the first year is due to Ms. Woodall's promotion to partner in the firm. Ms. Woodall's rate has been discounted to the District by 20 %. Page 1 of 2 POSITION PAPER Board Meeting Date: February 5, 2004 subject CONSIDER RENEWAL OF CONTRACT FOR LABOR AND EMPLOYMENT RELATED LEGAL SERVICES WITH DANIEL CLINTON AND HANSON, BRIDGETT, MARCUS, VLAHOS & RUDY, LLP FOR THE PERIOD OF JANUARY 1, 2004 THROUGH DECEMBER 31, 2006 Mr. Clinton has agreed to be readily available to the District and has agreed that, whenever possible, he will meet with District staff at the beginning or end of the business day in order to minimize any billings to the District for travel. The proposed contract is for a term of three years effective January 1, 2004 through December 31, 2006: however, the contract may be terminated by the District or the firm at will upon reasonable notice. RECOMMENDED BOARD ACTION: Approve the contract for labor and employment related legal services with Daniel Clinton and associates at the firm of Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP for the period of January 1, 2004 through December 31, 2006, and authorize the Board President to execute the contract. Page 2 of 2 Central Contra Costa SanlLary District ' BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 10a. ENGINEERING Type of Action: AUTHORIZE AGREEMENT subject: AUTHORIZE THE GENERAL MANAGER TO EXECUTE A TEMPORARY SEWER FACILITIES AND SERVICE AGREEMENT FOR THE WENDT RANCH DEVELOPMENT WITH SHAPELL INDUSTRIES OF NORTHERN CALIFORNIA Submitted By: Jarred Miyamoto -Mills Initiating Dept /Div.: Principal Engineer Engineering /Environmental Services REVIEWED AND RECOMMEND D FOR BOARD ACTION: J. Miyarn t_ Mills C. Swanson A. Farrell Im General 1 ISSUE: The Board of Directors' authorization for an agreement with Shapell Industries of Northern California (Shapell) is required for construction and operation of temporary sewer facilities (including a temporary pumping station) prior to completion of the second phase of the Wendt Ranch Off -Site Sewer Project. RECOMMENDATION: Authorize the General Manager to execute an agreement with Shapell for temporary sewer facilities to serve connections needed prior to completion of the second phase of the Wendt Ranch Off -Site Sewer Project. FINANCIAL IMPACTS: The proposed agreement requires Shapell to bear all design, construction, operations, maintenance, disassembly, removal and abandonment costs of the temporary sewer facilities. The District will recover plan review and inspection costs through the application of customary fees and charges. The District will operate and maintain the pumping station. ALTERNATIVES /CONSIDERATIONS: The Board of Directors may either approve the service agreement with Shapell, or decline to do so. If the temporary sewer facilities are not constructed, no connections in the Wendt Ranch Development may be served until completion of the second phase of the Wendt Ranch Off -Site Sewer Project (currently projected to be September 2004). BACKGROUND: Shapell completed the first phase of the Wendt Ranch Off -Site Sewer (from Lawrence Road through the Richards - Brockman and Siu properties) in the fall of 2003. The second phase of the project was not completed due to pending litigation regarding approval of the Alamo Creek and Intervening Properties developments that involved Shapell, Contra Costa County, the Town of Danville, and others. This litigation was recently settled. C: \WINDOWS \TEMP \01- 28- 2004draftPP.DOC Page 1 of 3 POSITION PAPER Board Meeting Date: February 5, 2004 subject AUTHORIZE THE GENERAL MANAGER TO EXECUTE A TEMPORARY SEWER FACILITIES AND SERVICE AGREEMENT FOR THE WENDT RANCH DEVELOPMENT WITH SHAPELL INDUSTRIES OF NORTHERN CALIFORNIA However, sewer service is needed prior to the completion of the remainder of the off -site sewer project for a portion of the Wendt Ranch development where entitlements were not affected by the litigation. To provide this needed service, Shapell relocated the recently decommissioned West Branch Pumping Station to the Wendt Ranch site and proposes that the relocated station be operated there for six to nine months. Shapell was responsible for disassembly and removal of the West Branch Pumping Station under their agreement with the District for that temporary facility. The location of the proposed Wendt Ranch temporary pumping station is shown on Attachment 1. Staff has negotiated a proposed Temporary Sewer Facilities and Service Agreement with Shapell to specify the rights and responsibilities of the two parties. The proposed agreement requires Shapell to bear all design, construction, operations, maintenance, disassembly, removal and abandonment costs of the Wendt Ranch temporary sewer facilities. In compliance with the California Environmental Quality Act (CEQA), at its April 17, 1997 meeting, the District Board of Directors reviewed and considered relevant sections of the Wendt Ranch subdivision project Environmental Impact Report (EIR) as part of the Board of Directors' approval of project site annexation. The proposed temporary sewer facilities were addressed in that EIR. RECOMMENDED BOARD ACTION: Authorize the General Manager to execute an agreement with Shapell for temporary sewer facilities to serve connections needed prior to completion of the Wendt Ranch Off -Site Sewer Project. Page 2 of 3 C: \WINDOWS \TEMP \01- 28- 2004draftPP.DOC CP w w0. wo w A / WINDEMERE — — EXISTING '% FUTURE TRUNK SEWER 0 500 1000 TRUNK SEWER TO DOUGHERTY VALLEY FEET Central Contra Costa ATTACHMENT r sanitary District WENDT RANCH TEMPORARY SEWER SERVICE AND FACILITIES AGREEMENT Page 3 of 3 CAMINO _ TASSAJARA 1 TEMPORARY PRESSURE SEWER WENDT (FORCE MAIN) 1 RANCH j (SHAP, ELL) 1 m � z 1 ► 1 0 1 m INTERVENING PROPERTIES ,': I WENDT RANCH i TEMPORARY i LAWRENCE ROAD :: PUMPING STATION PUMPING STATION 1 ------------ - - - - -' - - - - -- - ------ -------------- - - - - -i \ i \ WENDT RANCH 1 OFFSITE SEWER PHASE 2 (SUMMER 2004) RANCH GALE RANCH OFFSITE � PHASE 1 (COMPLETED) ; 1 1 1 / ; , 1 1 i , Soo 1 , i LAWRENCE ROAD ' ' ' PUMPING STATION 2 i N -- -- -�� - -- ---------- - - - - -- 1 ----------------- w w0. wo w A / WINDEMERE — — EXISTING '% FUTURE TRUNK SEWER 0 500 1000 TRUNK SEWER TO DOUGHERTY VALLEY FEET Central Contra Costa ATTACHMENT r sanitary District WENDT RANCH TEMPORARY SEWER SERVICE AND FACILITIES AGREEMENT Page 3 of 3 Central Contra Costa Sanitary District BOARD OF DIRECTORS POSITION PAPER Board Meeting Date: February 5, 2004 No.: 12.a. BUDGET AND FINANCE Type of Action: APPROVE RESOLUTION Subject: APPROVE A BOARD RESOLUTION TO ADOPT THE REQUIRED MINIMUM DISTRIBUTION AMENDMENT TO THE 401(A) MONEY PURCHASE PLAN DOCUMENT Submitted By: Debbie Ratcliff, Controller Initiating Dept /Div.: Administrative /Finance & Accounting REVIEWED AND RECOMMENDED FOR BOARD ACTION: D. Rat c' My grave General W. ISSUE: Board authorization is needed to adopt the Required Minimum Distribution Amendment to the 401(a) Money Purchase Plan Document. RECOMMENDATION: Approve a Board Resolution adopting the Required Minimum Distribution Amendment to the 401(a) Money Purchase Plan Document. FINANCIAL IMPACTS: None ALTERNATIVES /CONSIDERATIONS: Based on changes to the Internal Revenue Service Code Section 401(a)(9) and the related regulations, the District is required to revise the 401(a) Money Purchase Plan Document. BACKGROUND: The District established a Section 401(a) Money Purchase Plan covering all full -time employees in January 1997. The Plan is administered by the District's Deferred Compensation Plan Advisory Committee. The IRS has recently issued final regulations pertaining to required minimum distributions from 401(a) Money Purchase Plans. These regulations require a distribution of a participant's entire account to commence no later than April 1, following the calendar year in which the participant reaches age 70 1/2 or separates from service, whichever is later. This distribution will occur over the life of the participant based on a uniform Lifetime Table published in section 1.401(a)(9) —9 of the Income Tax Regulations. The detailed changes are included in the attached amendment. The final required minimum distribution regulations require specific language to be incorporated into the District's 401(a) Plan Document. This amendment is not substantially different from the language already in place in the 401(a) Plan Document. S:\ADMIN\POSPAPER\401a.MPPD.2.5.04.doc Page 1 of 5 POSITION PAPER Board Meeting Date: February 5, 2004 subject APPROVE A BOARD RESOLUTION TO ADOPT THE REQUIRED MINIMUM DISTRIBUTION AMENDMENT TO THE 401(A) MONEY PURCHASE PLAN DOCUMENT However, the attached amendment will allow the District's plan to meet the "letter" of the final regulations. RECOMMENDED BOARD ACTION: The Deferred Compensation Plan Advisory Committee recommends that the Board approve a Resolution adopting the Required Minimum Distribution Amendment to the 401(a) Money Purchase Plan Document. S:\ADMIN\POSPAPER\401a.MPPD.2.5.04.doc Page 2 of 5 RESOLUTION NO. A RESOLUTION ADOPTING THE REVISED 401(A) MONEY PURCHASE PLAN DOCUMENT, ADOPTION AGREEMENT, AND EGTRRA AMENDMENT WHEREAS, the Employer has employees rendering valuable services; and WHEREAS, the Employer has established a 401(a) Money Purchase Plan for such employees that serves the interest of the Employer by enabling it to provide reasonable retirement security for its employees and by assisting in the attraction and retention of competent personnel; and WHEREAS, the Employer has determined that the continuance of the 401(a) Money Purchase Plan will serve these objectives; and WHEREAS, amendments to the Internal Revenue Code have been enacted that require changes to the structure of and allow enhancements of the benefits of the 401(a) Money Purchase Plan: NOW, THEREFORE, BE IT RESOLVED that the Board of Directors of the Central Contra Costa Sanitary District hereby adds the Required Minimum Distribution Amendment to the District's 401(a) Money Purchase Plan Document, as of February 5, 2004. PASSED AND ADOPTED this 5t" day of February 2004, by the District Board of the Central Contra Costa Sanitary District by the following vote: AYES: NOES: ABSENT Members: Members: Members: President of the Board of Directors Central Contra Costa Sanitary District COUNTERSIGNED: County of Contra Costa, State of California Secretary of Central Contra Costa Sanitary District, County of Contra Costa, State of California Approved as to Form: Kent Alm District Counsel SAADMURATCLIFRResolution -401a MPPD.2.5.04.doc Page 3 of 5 ICMA RETIREMENT CORPORATION GOVERNMENTAL MONEY PURCHASE PLAN AND TRUST REQUIRED MINIMUM DISTRIBUTION AMENDMENT A. Adoption and effective date of amendment. This Amendment of the ICMA Retirement Corporation Governmental Money Purchase Plan & Trust (the "Plan ") and its Adoption Agreement is adopted to reflect the provisions of Internal Revenue Code section 401(a) (9) and the regulations thereunder. This Amendment shall be effective as of the first day of the first Plan Year beginning after December 31, 2002. B. Supersession of inconsistent provisions. This Amendment shall supersede the provisions of the Plan and Adoption Agreement to the extent those provisions are inconsistent with the provisions of this Amendment. Article IX. COMMENCEMENT OF BENEFITS 9.07 Latest Commencement of Benefits. Notwithstanding anything to the contrary in this Article, benefits shall begin no later than the Participant's required beginning date, as defined under Section 10.02, or as otherwise provided under Section 10.05. X. DISTRIBUTION REQUIREMENTS 10.01 General Rules. (a) Subject to the provisions of Article XII. the requirements of this Article shall apply to any distribution of a Participant's interest and will take precedence over any inconsistent provisions of this Plan. (b) All distributions required under this Article shall be determined and made in accordance with section 401(a) (9) of the Code, and the regulations thereunder. the provisions of which are herein incorporated by reference. If distributions are made from an annuity contract purchased from an insurance company, distributions thereunder must satisfy the requirements of Q &A -4 of section 1.401(a) (9) -6T of the Temporary Income Tax Regulations, rather than paragraphs 10.02, 10.03, 10.04 and 10.05 below. 10.02 The entire value of the Account of the Participant will commence to be distributed no later than the first day of April following the calendar year in which the later of (a) the attainment of age 70 -1/2 by the participant or (b) the separation from the service of the Employer by the Participant occurs (the 'required beginning date "), over the life of such Employee or the lives of such Participant and his or her Beneficiary. 10.03 The amount to be distributed each year, beginning with the calendar year in which the Employee attains age 70 -1/2 or separates from the service of the Employer (if later) and continuing through the year of death, shall not be less than the quotient obtained by dividing the value of the Account as of the end of the preceding year by the distribution period in the uniform Lifetime Table in Q &A -1 of section 1.401(a) (9) -9 of the Income Tax Regulations, using the Participant's age as of his or her birthday in the year. However, if the Participant's sole Beneficiary is his or her surviving spouse and such spouse is more than 10 years younger than the Participant, then the distribution period is determined under the Joint and Last Survivor Table in Q&A -3 of section 1.401(a) (9) -9 of the Income Tax Regulations, using the ages as of the Participant's and spouse's birthdays in the year. 10.04 The required ininlntum distribution for the year the Participant attains age 70 -1/2 or separates from the service of the employer (if later) can be trade as late as April 1 of the following year. The required minimum distribution for any other year must be made by the end of such year. 10.05 Distribution Upon Death. (a) Death On or After Required Beginning Date If the Participant dies on or after the required beginning date, the remaining portion of his or her interest will be distributed at least as rapidly as follows: (1) If the Beneficiary is someone other than the Participant's surviving spouse, the remaining interest will be distributed over the remaining life expectancy of the Beneficiary, with such life expectancy determined using the Beneficiary's age as of his or her birthday in the vear following the year of the Participant's death, or over the period described in paragraph (a) (3) below if longer. Page 4 of 5 (2) If the Participants sole Beneficiary is the Participant's surviving spouse, the remaining interest will be distributed over such spouses life or over the period described in paragraph (a) (3) below if longer. Any interest remaining after such spouse's death will be distributed over such spouses retraining life expectancy determined using the spouses age as of his or her birthday in the year of the spouse's death, or, if the distributions are being made over the period described in paragraph (a) (3) below, over such period. (3) If there is no Beneficiary, or if applicable by operation of paragraph (a) (1) or (a) (2) above, the retraining interest will be distributed over the Participant's remaining life expectancy determined In the year of the Participant's death. (4) The amount to be distributed each year under paragraph (a) (1), (2) or (3), beginning with the calendar year following the calendar year of the Participant's death, is the quotient obtained by dividing the value of the account as of the end of the preceding year by the remaining life expectancy specified in such paragraph. Life expectancy is determined using the Single Life Table in Q &A- I of section 1.401(a) (9) -9 of the Income Tax Regulations. If distributions are being made to a surviving spouse as the sole Beneficiary, such spouse's remaining life expectancy for a year is the number in the Single Life Table corresponding to such spouse's age in the year. In all other cases, remaining life expectancy for a year is the number in the Single Life Table corresponding to the Beneficiary's or Participants age in the year specified in paragraph (a) (1), (2) or (3) and reduced by 1 for each subsequent year. (b) Death Before Required Beginning Date. If the Participant dies before the required beginning date, his or her entire interest will be distributed at least as rapidly as follows: (1) If the Beneficiary is someone other than the Participant's surviving spouse, the entire interest will be distributed, starting by the end of the calendar year following the calendar year of the Participant's death, over the remaining life expectancy of the Beneficiary, with such life expectancy determined using the age of the Beneficiary as of his or her birthday in the year following the year of the Participant's death, or, if elected, in accordance with paragraph (b) (3) below. (2) If the Participant's sole Beneficiary is the Participant's surviving spouse, the entire interest will be distributed, starting by the end of the calendar year following the calendar year of the Participants death (or by the end of the calendar year in which the Participant would have attained age 70 -1/2, if later), over such spouse's life, or, if elected, in accordance with paragraph (b) (3) below. If the surviving spouse dies before distributions are required to begin, the remaining interest will be distributed, starting by the end of the calendar year following the calendar year of the spouse's death, over the spouse's Beneficiary's remaining life expectancy determined using such Beneficiary's age as of his or her birthday in the year following the death of the spouse, or, if elected, will be distributed in accordance with paragraph (b) (3) below. If the surviving spouse dies after distributions are required to begin, an_v remaining interest will be distributed over the spouse's remaining life expectancy determined using the spouses age as of his or her birthday in the year of the spouse's death. (3) If there is no Beneficiary, or if applicable by operation of paragraph (b) (1) or (b) (2) above, the entire interest will be distrib- uted by the end of the calendar year containing the fifth anniversary of the Participant's death (or the Spouse's death in the case of the surviving spouse's death before distributions are required to begin under paragraph (b)(2) above). (4) The amount to be distributed each year under paragraph (b) (1) or (b) (2) is the quotient obtained by dividing the value of the Account as of the end of the preceding year by the remaining life expectancy specified in such paragraph. Life expectancy is determined using the Single Life Table in Q &A -1 of section 1.401(a) (9) -9 of the Income Tax Regulations. If distributions are being made to a surviving spouse as the sole Beneficiary, such spouse's remaining life expectancy for a year is the number in the Single Life Table corresponding to such spouse's age in the year. In all other cases, remaining life expectancy for a year is the number in the Single Life Table corresponding to the Beneficiary's or Participant's age in the year specified in paragraph (b) (1) or (b) (2) and reduced by 1 for each subsequent year. Page 5 of 5