HomeMy WebLinkAbout04. Proposed amendments to General Manager Authority Resolution•
Central Contra Costa Sanitary District
November 7, 2016
TO: ADMINISTRATION COMMITTEE
FROM: ELAINE R. BOEHME, SECRETARY OF THE DISTRICT
SUBJECT: PROPOSED AMENDMENTS TO GENERAL MANAGER AUTHORITY
RESOLUTION
At its meeting on October 24, 2016, the Committee discussed proposed changes to the
existing General Manager Authority Resolution No. 2015-010 and asked staff to bring
the item back at this meeting. Below is a summary of the key changes.
Section 1 The Government Code previously listed requires adoption of a
resolution for certain financial agreements, but there are statutory procedural
requirements for a number of other Board actions. This delegation is not
intended to eliminate other procedural requirements, so it is preferable to delete
the reference to only one such instance of an additional procedural requirement.
Section 4.a. The highlighted note included in this section is intended to raise
the issue that staff has the authority to purchase easements of any value without
Board approval. If a limitation on the dollar amount of staff authority on individual
easement purchases is desired, such a limitation could be addressed here.
Section 4.b. This revision merely adds "real property agreements" to the list of
documents that staff can negotiate and purchase absent Board approval. Many
real property agreements are recorded to provide permanent protection for the
District, so those agreements already come to the Board for a resolution
authorizing recordation. That practice will not change.
Section 8 The existing language delegates the award of contracts for District
Projects under $100,000 to the General Manager. The new language makes it
clear that the General Manager is also delegated the authority for other actions
normally reserved to the Board for these smaller contracts, such as, substituting
subcontractors after compliance with the Public Contract Code procedures.
Sections 9 & 10 These sections incorporate into the Resolution the existing
language currently found in the District's Purchasing Policy, which was approved
by the Board some years ago.
Proposed Amendments to GM Authority Resolution
November 7, 2016
Page 2 of 2
Section 11 These revisions add certain limitations to the previously delegated
General Manager authority to approve change orders for District Projects of
$100,000 or less. The limitations are intended to limit this authority to the
cumulative amount of the budgeted contingency for the project. This is clearly a
Board policy issue, but the provided language is intended to set upper limits on
the cumulative amount of change orders for projects that vary depending on the
project size.
Section 12 A number of personnel actions are reserved to the Board by existing
District Code provisions. Each of the provisions in this section specifically
delegates to the General Manager authority which otherwise is reserved for the
Board in the District Code. These sections are intended to clarify and restate
that the General Manager has been delegated this authority.
As requested by the Committee, the wording "and may not result in an increase
of more than one(1) percent of the District's annual budgeted labor costs" was
stricken.
Section 13 This section attempts to capture and clarify other areas of General
Manager authority for personnel actions that are not addressed by the Code and
are appropriately staff level actions. This General Manager authority is
consistent with past practice, but specific reference to these delegations was not
included in prior resolutions.
Attached Supportina Documents:
1. Strikeout version of existing GM Authority Resolution No. 2015-010
2. Finalized version of Attachment 1
ATTACHMENT 1
RESOLUTION NO. 2015 0102016 -XXX
A RESOLUTION OF THE CENTRAL CONTRA COSTA SANITARY
DISTRICT SETTING FORTH AND DELEGATING CERTAIN
AUTHORITIES TO THE GENERAL MANAGER AND RESCINDING
RESOLUTION 2011 065NOS. 2015-010 AND 2016-018
WHEREAS, the proper functioning of the Central Contra Costa Sanitary District
("District") requires that the General Manager and his or her staff have adequate
authority to carry out both the routine and reoccurring functions as well as the
emergency functions of the District; and
WHEREAS, in past years the District Board of Directors ("Board") has provided for
delegation of certain authority to prior General Managers and staff to carry out a variety
of necessary functions of the District; and
WHEREAS, the Board has also provided and continues to provide both delegation of
authority and limitations on staff authority through the approval and adoption of certain
other documents, such as the District Purchasing Policy and Procedures and the
Capital-BudgetBudgets; and
WHEREAS, adopting a resolution which consolidates the delegation authorized in prior
resolutions and other documents will clarify the authority of the General Manager and
his or her designee and help to ensure the efficient operation of the District.
THEREFORE, the Board hereby resolves that the General Manager and his or her
designee shall have the authority to carry out the functions of the District as follows:
Section 1: General Authorization
The General Manager is authorized to execute all deeds, contracts, warrants, releases,
receipts and similar documents for and on behalf of the District in accordance with
California Health and Safety Code Section section 6487, including all documents
prepared and circulated as part of the public competitive bidding process -with the
exception of financial transactions as defined in Government Code -Section 5399.
Nothing in this Section 1 is intended to alter or eliminate any other statutory or District
Code procedural requirements which may exist.
Section 2: Emerciencv Power Authorization
a. Pursuant to Public Contract Code Section -section 22050(b)(1), the Board
delegates its power to the General Manager to take any directly -related and
immediate action required by an emergency, as defined in Public Contract Code
Section section 1102, and to procure the necessary equipment, services, and
supplies for those purposes, when the expenditures exceed $15,000, without
giving notice for bids to let contracts.
General Manager Authority
Resolution 2015 -0102016 -XXX
Page 2 of 8
b. In the event of an emergency, as defined, the General Manager shall report to
the Board not later than seven (7) days after the action, or at its regularly
scheduled meeting if that meeting will not occur later than fourteen (14) days
after the action, the reasons justifying why the emergency will not permit a delay
resulting from a competitive solicitation for bids and why the action is necessary
to respond to the emergency.
c. In the event of an emergency, as defined, the Board shall initially review the
emergency action not later than seven days after the action, and at least at every
regularly scheduled meeting thereafter until the action is terminated, to
determine, by a four-fifths (4/5) vote, that there is a need to continue the
emergency action, unless the General Manager has terminated that action prior
to the Board's review of that action.
d. Upon its review of the emergency action, the Board shall terminate that action at
the earliest possible date that conditions warrant so that the remainder of the
emergency action necessitated by the emergency may be completed by giving
notice for bids to let contracts.
Section 3: Authorization under District Emergency Operations Plan
The General Manager is designated as the Director of Emergency Services and has the
authority set forth in Resolution No. 2010-089, or as set forth in the most recently
adopted Emergency Operations Plan resolution or as amended by State -state law.
Section 4: Authorization for Easements Easement Acquisitions and Leasing Property
a. The General Manager is authorized to negotiate for grants of easements or offers
of dedication and where required purchase easements and offers of dedication in
favor of the District and. The General Manager shall also be authorized to
prepare the documentation as may be required for recording the property rights
with the County Recorder's Office, and to take other such action as may be
required to implement the purpoccc of the District in acquiring -acquisition of said
easements and offers of dedication. (Comment: This authority is without the
Board's approval. Should there be a value limitation?)
b.The- However, the Board shall retain the sole power to accept by resolution any and
all easements and offers of dedication received by the District. After acceptance
of an easement or dedication by the Board, the General Manager shall have the
authority to record said easements and offers of dedications for purposes of
giving notice to subsequent property owners.dedication for the purpose of
providing legal notice of the District's acceptance and the property rights
contained therein.
b. The General Manager is authorized to purchase or otherwise obtain rights of
entry; and approve restoration agreements, encroachment permits , real
property agreements and similar agreements -documents affecting access to or
General Manager Authority
Resolution 2015 -0102016 -XXX
Page 3 of 8
use of real property deemed necessary or prudent for the carrying out of District
activities. If recording of any such documents is required to create permanent
rights and legal notice with regard to such real property matters, such documents
will require Board approval for formal acceptance and authorization to record.
c. The General Manager shall have authority for funding for the purchase of
easements, offers of dedication and similar •rights of entry typ-e agrocments
de -legated to the General Manager will be -real property related rights, provided
adequate funding is included in the District's Board approved Capital
Improvement Budget -which the Board approves each ycar..
d. The General Manager, in accordance with the provisions of Chapter 7.08 of the
District Code, is authorized to execute agreements relating to the leasing out of
District property which has been declared by the Board after a public hearing as
not needed for the District's operations for the period covered by the lease term.
Section 5: Authorization for Use of Small Claims Court
The General Manager is authorized to file suit in Small Claims Court without additional
specific authorization by the Board to pursue civil remedies against persons or entities
for claims within general subject matter areas and where the amount of the District's
claim (amount in controversy) does not exceed the monetary limits of the jurisdiction of
California Small Claims Court. This power includes the power to seek judgments and
any other remedies available within the jurisdiction of Small Claims Court, and to take
other administrative actions necessary to pursue appropriate remedies in Small Claims
Court, including appearing on behalf of the District.; on matters such as -
a. Failure to obtai-n-a-District permit or violation of -any District permit condition;
b. Failuro to perform work in conformance with the District's Standard
Specifications, either on District fac-i-litie-s or faGi-l-ities-which are or will be connoted to
the Distriot-sowarage system;
c. Failure to comply with inspection requirements• of the District -with regard to either
private or public sewer-facilit-i-e-si
d. Failure -to -timely pay fees, lease payments,• and charge -s of the District,
penalties and interest that may -accrue as a result of the-cielinquont payments;
e. Dam -age to, or obstruction of, District facilities, equipment, or property; or
f. Violation of the Di -strict Code or fail-ure4o comply -with any other lawful resolution
or order of tho Boal
General Manager Authority
Resolution 2016 0 -1 -02016 -XXX
Page 4 of 8
Section 6: Claims Handling Authority
The Board delegates to the General Manager the authority to act on its behalf pursuant
to Government Code Sections -sections 910, et seq. to reject, return as insufficient, or
return as untimely any claims against it, and to provide any notices authorized under
those statutes on behalf of the District.
Pursuant to Government Code Section section 935.4, the Board delegates the authority
to the General Manager to allow, compromise or settle claims against the District not
exceeding $50,000 with the understanding proviso that settlements between $25,000
and $50,000 would -will be reported promptly to the Board as information informational
items at a fol-lowin-g-publicly noticed Board meeting.
Section 7: Execution of Joint Powers Agreements
The General Manager is authorized without Board approval to execute Joint Powers
Agreements with cities, counties, special districts and other government entities relating
to Board -approved construction projects, such as paving or landscaping, where the
funds exchanged in the agreement do not exceed $100,000.
Section 8: Delegation of Authority to Award Contracts for District Projects Not
Exceeding $100,000
The General Manager is delegated the authority to avva-r-d-take such actions as are
statutorily provided to the Awarding Body for contracts for District Projects of a-,,,tal-ue
greater than $15,000 and -not more than $100,000, provided that a formal bid process is
conducted in accordanoe-with Public Contraots-G-ode--seotion 20801, et seq., and sealed
laid-s-afe-solicitod and opened by the Scorctary of the District in -a -public place at a
predetermined time. The award shall be made to the lowest recponsi-lale bidder whose
bid is responsive to the spocifications-issued by the Districtlegally appropriate bidding or
procurement procedures have been undertaken.
Section 9:
Additional -Delegations and Limitations on Authofit-vApprovals and
Authorization of Professional Consulting Agreements, Technical
Consulting Agreements and Professional Engineering Aareements
The General Manager has shall have the authorizations set forth in the most recent
Capital -Improvement Bu-dgot (approved by the Board oach year), the authorizations set
forth in the chapters-e-ntitIod "Approvals and Authorizations" and "District Projects" of
the District's Purchasing Policy and Procedures (adopted by the Board), and the
authorizations set forth in District Code Section 2.08.030 to execute all contracts,
warrants, releases, recoipt-san-d similar documentc for and on behalf of the District in
accordance with California Health and Safety Code Section 6487, and cuch-authority is
incorporated-herein•by reference, includin-g-any-sub-soquent amondments to any of tho
above documents as approved by the Board or--a-o required by lawsection for approval
and execution of Professional Consulting Agreements, Technical Consulting
Agreements and Professional Engineering Agreements that do not exceed $100,000 in
total cost.
General Manager Authority
Resolution 2416 0 -102016 -XXX
Page 5 of 8
Section 10: Delegation of Authority to Amend Professional Consulting Agreements,.
Technical Consulting Agreements and Professional Engineering
Agreements
The Board authorizes the General Manager to amend Professional Consulting
Agreements, Technical Consulting Agreements and Professional Engineering
Agreements for amounts less than fifteen (15) percent of the original agreement
amount. However, an amendment to a Professional Consulting Agreement, Technical
Consulting Agreement and Professional Engineering Agreement which did not initially
require Board approval, may not cause the agreement to exceed the $100,000 General
Manager authorization limit without prior Board approval.
Section 11: General Manager Authorization Limits on District Projects and Capital
Improvement Program
a. The General Manager shall be authorized to expend funds available within the
Capital Improvement Budget as set forth and limited by the amounts and other
limitations set forth in Exhibit A.
b. The General Manager shall have the authority to approve change orders
(cumulatively) up to the construction contract contingency budget determined at
time of award on all District Projects, limited by the authorizations defined in
Part a. of this Section. The guidelines for estimating contract contingency are as
follows:
1. Contracts $1,000,000 and below have a maximum budget of 15 percent of
the original contract amount or $100,000, whichever is greater.
2. Contracts above $1,000,000 and below $10,000,000 have a maximum
budget of 10 percent of the original contract amount.
3. Contracts $10,000,000 and above have a maximum budget of 5 percent of
the original contract amount.
4. Some projects or special circumstances may require additional budget
and will be evaluated on a case-by-case basis.
c. Board authorization is required to increase the contract contingency budget after
time of award.
Section 10Section 12: Delegation of Authority on Personnel Actions Otherwise
Reserved to Board pursuant to District Code Chapter 4
The General Manager has-the-authorizati-on is delegated the authority for the following
personnel actions: which are otherwise reserved to the Board pursuant to Chapter 4 of
the District Code.
General Manager Authority
Resolution 2016 0102016 -XXX
Page 6 of 8
a. The addition or deletion of any permanent positions approved in the annual
budget (Section 4.04.020 of the District Code). These deletions and additions
shall not exceed the total number of budgeted authorized positions and may not
result in an increase in the District's annual budgeted labor costs.
b. The establishment of new classifications and assignment of pay grade within the
existing salary schedule, as well as any amendments to or the abolition of
classification descriptions. These actions shall not exceed the total number of
budgeted authorized positions and may not result in an increase of the District's
annual budgeted labor costs (Sections 4.12.010 and 4.12.040 of the District
Code).
c. Appointments to management -level positions as set •forth (Section 4.16.070(a) of
the District Code7).
Section 13: Deleciation of Authority on Other Personnel Actions
The General Manager is authorized to take the following actions without Board
approval:
2.Appeintments a. Appointment of up to five (5) General Manager Specials
"transitional positions" at any given time. Th • n on4y-bo made
to backfill those positions vacated due to an extended leave of absence of an
employee or in cases of or as necessary to property address succession
planning. General Manager "transitional positions" are positions not necessarily
authorized in the annual budget. The cost associated with these appointments
cannot result in an increase in the District's annual budget.
. •
b. Make appointments and promotions, take disciplinary actions and take such
other actions as required for the proper operation of the District, provided such
actions are consistent with the then current District personnel rules and
procedures, Memoranda of Understanding (MOU) and Board Policies.
c. Grant administrative leave for employee recognition purposes, such as for safety
awards or similar special recognitions for undertaking District responsibilities
outside of the employee's existing job function. The granting of such leave will
be evaluated by the General Manager on a case-by-case basis.
3.Any d. Take any other actions as set forth in the Board approved Memoranda of
Understanding (MOUsi with the District's bargaining units.
Section 1414: Rescission of Prior Resolutions
As of the effective date of this resolution, the existing District Resolution 2011-066 IG
Nos. 2015-010 and 2016-018 are rescinded.
General Manager Authority
Resolution 2015 0102016 -XXX
Page 7 of 8
PASSED AND ADOPTED this 23rd day of April, 2015 2016, by the
Board of Directors of the Central Contra Costa Sanitary District by the following vote:
AYES: Members: Caucoy, NefecHy, Pilecki, Williams, McGill -
NOES: Members: None
ABSENT: Members: None
Michael R. McGill, P.E.
Tad J. Pilecki
President of the Board of Directors
Central Contra Costa Sanitary District
County of Contra Costa, State of California
COUNTERSIGNED:
Elaine R. Boehme, CMC
Secretary of the District
Central Contra Costa Sanitary District
County of Contra Costa, State of California
APPROVED AS TO FORM:
Approvod ac to form:
Kenton L. Alm, Esq.
Counsel for the District
General Manager Authority
Resolution 2-0-1-5 0102016 -XXX
Page 8 of 8
EXHIBIT A
Capital Improvement Program Authorization Limits
Action General Manager
Approve Capital Plan
Board of
Directors
None No limit
Authorize Capital Program budgets None No limit
Transfer funds to individual project budgets $500,000 or less 1 No limit
Professional Consulting Services S100,000 or less Greater than 5100,000
Authorize
Consultant Technical Consulting Services. 5100,000 or less Greater than 5100,000
Contracts
Professional Eng. Services. 5100,000 or less Greater than 51 00,000
Transfer funds from CIB contingency account to projects not 51 00,000 or less per
Greater than 5100,000
included in the CIB project2
Individual equipment items and equipment contingency in Up to amount specified in Above amount specified in
the Equipment Budget Equipment Budget Equipment Budget
Individual equipment items not in the Equipment Budget 550,000 or less Greater than 550,000
Authorize supplemental funds to program budgets Sewer Construction Fund
Not applicable
and contingency account balance
Award construction contracts3 5100,000 or less Greater than 5100,000
Authorize Additive 5100,000 or less Greater than 5100,000
construction
change orders Deductive No limit No Board authorization
required
Subcontractor substitutions All substitutions unless Substitutions protested by
protested by subcontractor subcontractor
Informational
Construction project acceptance All projects announcement to the
Board
Memo provided to the
Close out project All projects
Board at end of FY
•
1 Limited by the remaining balances of the applicable program and contingency account
2 Limited by the remaining balance of the applicable contingency account
3 Bid protests and rejection of all bids must go to Board regardless of dollar amount
2725803.1
ATTACHMENT 2
RESOLUTION NO. 2016 -XXX
A RESOLUTION OF THE CENTRAL CONTRA COSTA SANITARY
DISTRICT SETTING FORTH AND DELEGATING CERTAIN
AUTHORITIES TO THE GENERAL MANAGER AND RESCINDING
RESOLUTION NOS. 2015-010 AND 2016-018
WHEREAS, the proper functioning of the Central Contra Costa Sanitary District
("District") requires that the General Manager and his or her staff have adequate
authority to carry out both the routine and reoccurring functions as well as the
emergency functions of the District; and
WHEREAS, in past years the District Board of Directors ("Board") has provided for
delegation of certain authority to prior General Managers and staff to carry out a variety
of necessary functions of the District; and
WHEREAS, the Board has also provided and continues to provide both delegation of
authority and limitations on staff authority through the approval and adoption of certain
other documents, such as the District Purchasing Policy and Procedures and the
Budgets; and
WHEREAS, adopting a resolution which consolidates the delegation authorized in prior
resolutions and other documents will clarify the authority of the General Manager and
his or her designee and help to ensure the efficient operation of the District.
THEREFORE, the Board hereby resolves that the General Manager and his or her
designee shall have the authority to carry out the functions of the District as follows:
Section 1: General Authorization
The General Manager is authorized to execute all deeds, contracts, warrants, releases,
receipts and similar documents for and on behalf of the District in accordance with
California Health and Safety Code section 6487, including all documents prepared and
circulated as part of the public competitive bidding process. Nothing in this Section 1 is
intended to alter or eliminate any other statutory or District Code procedural
requirements which may exist.
Section 2: Emergency Power Authorization
a. Pursuant to Public Contract Code section 22050(b)(1), the Board delegates its
power to the General Manager to take any directly -related and immediate action
required by an emergency, as defined in Public Contract Code section 1102, and
to procure the necessary equipment, services, and supplies for those purposes,
when the expenditures exceed $15,000, without giving notice for bids to let
contracts.
b In the event of an emergency, as defined, the General Manager shall report to
the Board not later than seven (7) days after the action, or at its regularly
General Manager Authority
Resolution 2016 -XXX
Page 2 of 7
scheduled meeting if that meeting will not occur later than fourteen (14) days
after the action, the reasons justifying why the emergency will not permit a delay
resulting from a competitive solicitation for bids and why the action is necessary
to respond to the emergency.
c. In the event of an emergency, as defined, the Board shall initially review the
emergency action not later than seven days after the action, and at least at every
regularly scheduled meeting thereafter until the action is terminated, to
determine, by a four-fifths (4/5) vote, that there is a need to continue the
emergency action, unless the General Manager has terminated that action prior
to the Board's review of that action.
d Upon its review of the emergency action, the Board shall terminate that action at
the earliest possible date that conditions warrant so that the remainder of the
emergency action necessitated by the emergency may be completed by giving
notice for bids to let contracts.
Section 3: Authorization under District Emergency Operations Plan
The General Manager is designated as the Director of Emergency Services and has the
authority set forth in Resolution No. 2010-089, or as set forth in the most recently
adopted Emergency Operations Plan resolution or as amended by state law.
Section 4: Authorization for Easement Acquisitions and Leasing Property
a. The General Manager is authorized to negotiate for grants of easements or offers
of dedication and where required purchase easements and offers of dedication in
favor of the District. The General Manager shall also be authorized to prepare
the documentation as may be required for recording the property rights with the
County Recorder's Office, and to take other such action as may be required to
implement the acquisition of said easements and offers of dedication.
(Comment: This authority is without the Board's approval. Should there
be a value limitation?)
However, the Board shalt retain the sole power to accept by resolution any and
all easements and offers of dedication received by the District. After acceptance
of an easement or dedication by the Board, the General Manager shall have the
authority to record said easements and offers of dedication for the purpose of
providing legal notice of the District's acceptance and the property rights
contained therein.
b. The General Manager is authorized to purchase or otherwise obtain rights of
entry; and approve restoration agreements, encroachment permits, real property
agreements and similar documents affecting access to or use of real property
deemed necessary or prudent for the carrying out of District activities. If
recording of any such documents is required to create permanent rights and legal
General Manager Authority
Resolution 2016 -XXX
Page 3 of 7
notice with regard to such real property matters, such documents will require
Board approval for formal acceptance and authorization to record.
c. The General Manager shall have authority for funding the purchase of
easements, offers of dedication and similar real property related rights, provided
adequate funding is included in the District's Board approved Capital
Improvement Budget.
d. The General Manager, in accordance with the provisions of Chapter 7.08 of the
District Code, is authorized to execute agreements relating to the leasing out of
District property which has been declared by the Board after a public hearing as
not needed for the District's operations for the period covered by the lease term.
Section 5: Authorization for Use of Small Claims Court
The General Manager is authorized to file suit in Small Claims Court without additional
specific authorization by the Board to pursue civil remedies against persons or entities
for claims within general subject matter areas and where the amount of the District's
claim (amount in controversy) does not exceed the monetary limits of the jurisdiction of
California Small Claims Court. This power includes the power to seek judgments and
any other remedies available within the jurisdiction of Small Claims Court, and to take
other administrative actions necessary to pursue appropriate remedies in Small Claims
Court, including appearing on behalf of the District.
Section 6: Claims Handling Authority
The Board delegates to the General Manager the authority to act on its behalf pursuant
to Government Code sections 910, et seq. to reject, return as insufficient, or return as
untimely any claims against it, and to provide any notices authorized under those
statutes on behalf of the District.
Pursuant to Government Code section 935.4, the Board delegates the authority to the
General Manager to allow, compromise or settle claims against the District not
exceeding $50,000 with the proviso that settlements between $25,000 and $50,000 will
be reported promptly to the Board as informational items at a publicly noticed Board
meeting.
Section 7: Execution of Joint Powers Agreements
The General Manager is authorized without Board approval to execute Joint Powers
Agreements with cities, counties, special districts and other government entities relating
to Board -approved construction projects, such as paving or landscaping, where the
funds exchanged in the agreement do not exceed $100,000.
General Manager Authority
Resolution 2016 -XXX
Page 4 of 7
Section 8: Delegation of Authority to Award Contracts for District Proiects Not
Exceeding $100,000
The General Manager is delegated the authority to take such actions as are statutorily
provided to the Awarding Body for contracts for District Projects of not more than
$100,000, provided legally appropriate bidding or procurement procedures have been
undertaken.
Section 9:
Delegations and Limitations on Approvals and Authorization of
Professional Consulting Agreements, Technical Consulting Agreements
and Professional Engineering Agreements
The General Manager shall have the authorizations set forth in the District's Purchasing
Policy and Procedures section for approval and execution of Professional Consulting
Agreements, Technical Consulting Agreements and Professional Engineering
Agreements that do not exceed $100,000 in total cost.
Section 10: Delegation of Authority to Amend Professional Consulting Agreements,
Technical Consulting Agreements and Professional Engineering
Agreements
The Board authorizes the General Manager to amend Professional Consulting
Agreements, Technical Consulting Agreements and Professional Engineering
Agreements for amounts less than fifteen (15) percent of the original agreement
amount. However, an amendment to a Professional Consulting Agreement, Technical
Consulting Agreement and Professional Engineering Agreement which did not initially
require Board approval, may not cause the agreement to exceed the $100,000 General
Manager authorization limit without prior Board approval.
Section 11: General Manager Authorization Limits on District Projects and Capital
Improvement Program
a. The General Manager shall be authorized to expend funds available within the
Capital Improvement Budget as set forth and limited by the amounts and other
limitations set forth in Exhibit A.
b. The General Manager shall have the authority to approve change orders
(cumulatively) up to the construction contract contingency budget determined at
time of award on all District Projects, limited by the authorizations defined in
Part a. of this Section. The guidelines for estimating contract contingency are as
follows:
1. Contracts $1,000,000 and below have a maximum budget of 15 percent of
the original contract amount or $100,000, whichever is greater.
Contracts above $1,000,000 and below $10,000,000 have a maximum
budget of 10 percent of the original contract amount.
General Manager Authority
Resolution 2016 -XXX
Page 5 of 7
3. Contracts $10,000,000 and above have a maximum budget of 5 percent of
the original contract amount.
4. Some projects or special circumstances may require additional budget
and will be evaluated on a case-by-case basis.
c. Board authorization is required to increase the contract contingency budget after
time of award.
Section 12: Delegation of Authority on Personnel Actions Otherwise Reserved to
Board pursuant to District Code Chapter 4
The General Manager is delegated the authority for the following personnel actions
which are otherwise reserved to the Board pursuant to Chapter 4 of the District Code.
a. The addition or deletion of any permanent positions approved in the annual
budget (Section 4.04.020 of the District Code). These deletions and additions
shall not exceed the total number of budgeted authorized positions and may not
result in an increase in the District's annual budgeted labor costs.
b The establishment of new classifications and assignment of pay grade within the
existing salary schedule, as well as any amendments to or the abolition of
classification descriptions. These actions shall not exceed the total number of
budgeted authorized positions and may not result in an increase of the District's
annual budgeted labor costs (Sections 4.12.010 and 4.12.040 of the District
Code).
c. Appointments to management -level positions (Section 4.16.070(a) of the District
Code).
Section 13: Delegation ofAuthority on Other Personnel Actions
The General Manager is authorized to take the following actions without Board
approval:
a. Appoint up to five (5) General Manager "transitional positions" at any given time
to backfill positions vacated due to an extended leave of absence or as
necessary to properly address succession planning. General Manager
"transitional positions" are positions not necessarily authorized in the annual
budget. The cost associated with these appointments cannot result in an
increase in the District's annual budget.
b. Make appointments and promotions, take disciplinary actions and take such
other actions as required for the proper operation of the District, provided such
actions are consistent with the then current District personnel rules and
procedures, Memoranda of Understanding (MOU) and Board Policies.
General Manager Authority
Resolution 2016 -XXX
Page 6 of 7
c. Grant administrative leave for employee recognition purposes, such as for safety
awards or similar special recognitions for undertaking District responsibilities
outside of the employee's existing job function. The granting of such leave will
be evaluated by the General Manager on a case-by-case basis.
d. Take any other actions as set forth in the Board approved MOUs with the
District's bargaining units.
Section 14: Rescission of Prior Resolutions
As of the effective date of this resolution, the existing District Resolution Nos. 2015-010
and 2016-018 are rescinded.
PASSED AND ADOPTED this day of , 2016, by the Board of
Directors of the Central Contra Costa Sanitary District by the following vote:
AYES: Members:
NOES: Members:
ABSENT: Members:
Tad J. Pilecki
President of the Board of Directors
Central Contra Costa Sanitary District
County of Contra Costa, State of California
COUNTERSIGNED:
Elaine R. Boehme, CMC
Secretary of the District
Central Contra Costa Sanitary District
County of Contra Costa, State of California
APPROVED AS TO FORM:
Kenton L. Alm, Esq.
Counsel for the District
General Manager Authority
Resolution 2016 -XXX
Page 7 of 7
EXHIBIT A
Capital Improvement Program Authorization Limits
Action
Approve Capital Plan
Authorize Capital Program budgets
Transfer funds to individual project budgets
Professional Consulting Services
Authorize
Consultant Technical Consulting Services.
Contracts
Professional Eng. Services.
Transfer funds from CIB contingency account to projects not
included in the CIB
Individual equipment items and equipment contingency in
the Equipment Budget
Individual equipment items not in the Equipment Budget
Authorize supplemental funds to program budgets
and contingency account
Award construction contracts3
Authorize
construction
change orders Deductive
Additive
Subcontractor substitutions
Construction project acceptance
Close out project
General Manager
None
None
$500,000 or less 1
$100,000 or less
$100,000 or less
$100,000 or less
$100,000 or less per
project2
Up to amount specified in
Equipment Budget
$50,000 or less
Not applicable
$100,000 or less
$100,000 or less
No limit
All substitutions unless
protested by subcontractor
All projects
All projects
Board of
Directors
No limit
No limit
No limit
Greater than $100,000
Greater than $100,000
Greater than $100,000
Greater than $100,000
Above amount specified in
Equipment Budget
Greater than $50,000
Sewer Construction Fund
balance
Greater than $100,000
Greater than $100,000
No Board authorization
required
Substitutions protested by
• subcontractor
Informational
announcement to the
Board
Memo provided to the
Board at end of FY
Limited by the remaining balances of the applicable program and contingency account
2 Limited by the remaining balance of the applicable contingency account
a Bid protests and rejection of all bids must go to Board regardless of dollar amount
2725803.1