HomeMy WebLinkAbout11-03-10 Board Minutes 1
MINUTES OF THE
BOARD OF DIRECTORS MEETING OF THE
OTAY WATER DISTRICT
November 3, 2010
1. The meeting was called to order by President Bonilla at 3:30 p.m.
2. ROLL CALL
Directors Present: Bonilla, Croucher (arrived at 3:35 p.m.) Gonzalez, Lopez and
Robak
Staff Present: General Manager Mark Watton, Asst. General Manager of
Administration and Finance German Alvarez, Asst. General
Manager of Engineering and Water Operations Manny
Magana, General Counsel Yuri Calderon, Chief of Information
Technology Geoff Stevens, Chief Financial Officer Joe
Beachem, Chief of Engineering Rod Posada, Chief of
Operations Pedro Porras, Chief of Administration Rom Sarno,
District Secretary Susan Cruz and others per attached list.
3. PLEDGE OF ALLEGIANCE
4. APPROVAL OF AGENDA
A motion was made by Director Lopez, seconded by Director Robak and carried
with the following vote:
Ayes: Directors Bonilla, Gonzalez, Lopez and Robak
Noes: None
Abstain: None
Absent: Director Croucher
to approve the agenda.
5. APPROVE THE MINUTES OF THE REGULAR MEETING OF JUNE 2, 2010
A motion was made by Director Robak, seconded by Director Gonzalez and carried
with the following vote:
Ayes: Directors Bonilla, Gonzalez, Lopez and Robak
Noes: None
Abstain: None
Absent: Director Croucher
to approve the minutes of the regular meeting of June 2, 2010.
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6. PUBLIC PARTICIPATION – OPPORTUNITY FOR MEMBERS OF THE PUBLIC TO
SPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE BOARD'S
JURISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA
No one wished to be heard.
CONSENT CALENDAR
7. ITEMS TO BE ACTED UPON WITHOUT DISCUSSION, UNLESS A REQUEST IS
MADE BY A MEMBER OF THE BOARD OR THE PUBLIC TO DISCUSS A
PARTICULAR ITEM:
A motion was made by Director Lopez, seconded by Director Robak and carried
with the following vote:
Ayes: Directors Bonilla, Gonzalez, Lopez and Robak
Noes: None
Abstain: None
Absent: Director Croucher
to approve the following consent calendar items:
a) ADOPT RESOLUTION NO. 4162 OF THE DISTRICT’S CODE OF
ORDINANCES AMENDING POLICY NO. 25, RESERVE POLICY, WHICH
INCLUDES THE UPDATED CAPACITY, ANNEXATION AND NEW WATER
SUPPLY FEES
b) APPROVE AGREEMENTS WITH ADVANCED CALL PROCESSING
CORPORATION IN AN AMOUNT NOT-TO-EXCEED $400,000 FOR
TELECOMMUNICATIONS EQUIPMENT AND SERVICES AND FANDEL
ENTERPRISES FOR AN AMOUNT NOT-TO-EXCEED $40,000 FOR
TELECOMMUNICATION CONSULTING AND IMPLEMENTATION
SERVICES
c) AUTHORIZE THE DISTRICT TO BECOME A MEMBER OF THE
CALIFORNIA WATER/WASTEWATER AGENCY RESPONSE NETWORK
d) APPROVE THE EXERCISE OF THE FIRST YEAR OPTION OF THE
AGREEMENT WITH PACIFIC METER SERVICES, INC. FOR THE
RETROFIT OF MANUAL READ WATER METERS TO AUTOMATED READ
METERS (AMR) AND AUTHORIZE THE GENERAL MANAGER TO
APPROVE SUBSEQUENT OPTION YEARS TWO THROUGH FOUR AT
HIS DESCRETION
e) AWARD A PROFESSIONAL ENGINEERING SERVICES CONTRACT FOR
RECYCLED WATER PLAN CHECKING, RETROFIT, AND INSPECTION
SERVICES FOR DEVELOPER PROJECTS
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ACTION ITEMS
8. FINANCE, ADMINISTRATION AND INFORMATION TECHNOLOGY
a) APPROVE THE DISTRICT’S AUDITED FINANCIAL STATEMENTS,
INCLUDING THE INDEPENDENT AUDITORS’ UNQUALIFIED OPINION,
FOR FISCAL YEAR ENDED JUNE 30, 2010
Finance Manager James Cudlip indicated that staff is very pleased with the results
of the audit for Fiscal Year 2010. He indicated that during a meeting of the District’s
Finance, Administration and Communications Committee, a couple questions were
asked about the District’s depreciation expenses over the last three (3) years and
the interest rates on all the District’s debt. He stated in response to these
questions, a schedule was included with Attachment A to staffs’ report.
He introduced Mr. Harvey Schroeder, partner at Diehl Evans & Company, LLP
(DE&C), who was in charge of the District’s audit. Mr. Schroeder indicated that he
met with the District’s Finance, Administration and Communications Committee to
review the District’s audit in detail. He stated that his firm’s findings is an
Unqualified Opinion/Clean Opinion for the Fiscal Year Ended June 30, 2010. He
noted highlights from the audit which included the issuance of $51.2 million in water
revenue bonds and the change in net assets for the Fiscal Year (difference between
the revenues and expenses) was a positive $2,907,000.
Director Robak indicated that the Finance, Administration and Communications
Committee did meet with Mr. Lee Parravano of Diehl Evans & Company LLP to
review any committee concerns and questions. He indicated that all questions were
answered adequately and the committee had requested that the audit look at
additional areas. The outcome of the audit review validated the operations of the
District and the committee was satisfied with the results of the audit.
Director Lopez indicated that the notes from the Finance, Administration and
Communications Committee show that the audit documents were reviewed
thoroughly and the discussion at the committee had touched upon the areas that he
had a concern with. He stated that he was pleased with the outcome of the audit.
Finance Manager Cudlip indicated that the Finance, Administration and
Communications Committee asked that the audit documents include the auditor’s
dialogue with the board members and staff regarding fraud and that fraud was not
identified. In response to the inquiry, an amended letter has been attached
(Attachment E to staffs’ report) that contains a couple sentences addressing the fact
that the questions addressing fraud were asked in accordance with the statements
on auditing standards and there were no incidents or issues noted.
A motion was made by Director Bonilla, seconded by Director Robak and carried
with the following vote:
Ayes: Directors Bonilla, Croucher, Gonzalez, Lopez and Robak
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Noes: None
Abstain: None
Absent: None
to approve staffs’ recommendation.
The board recessed at 3:38 p.m. for a reception for Directors Croucher and Gonzalez to
congratulate them on their election to the board. The board reconvened at 3:50 p.m.
b) APPROVE THE ADJUSTMENT OF THE WHEELING RATE FOR THE
DELIVERY OF TREATY WATER TO THE CITY OF TIJUANA TO $68.45
PER ACRE-FOOT FOR CALENDAR YEAR 2011 (CUDLIP)
Finance Manager Cudlip indicated that the District provides water to Mexico on an
annual basis and each year the District must provide Mexico pricing for the
upcoming year. He stated that the water is charged by Metropolitan Water District
and San Diego County Water Authority and Otay charges for the operations,
maintenance and power required to pump the water to the border connection. It
was noted by General Manager Watton that the water provided to Mexico is Mexico
Colorado Treaty Water that the United States has agreed to wheel to Mexico under
a formal agreement.
A motion was made by Director Croucher, seconded by Director Lopez and carried
with the following vote:
Ayes: Directors Bonilla, Croucher, Gonzalez, Lopez and Robak
Noes: None
Abstain: None
Absent: None
to approve staffs’ recommendation.
9. ENGINEERING AND WATER OPERATIONS
a) AWARD A PROFESSIONAL SERVICES CONTRACT TO LEE &RO, INC.
FOR THE NORTH DISTRICT AND SOUTH DISTRICT INTERCONNECTION
SYSTEM PROJECT IN AN AMOUNT NOT-TO-EXCEED $2,769,119
Senior Civil Engineer Gary Silverman indicated that the North District and South
District Interconnection Project consists of a six-mile transmission main and
pumping station connecting the La Presa area of Spring Valley and Eastlake area of
Chula Vista. He noted that a preliminary alignment for the pipeline is presented in
Exhibit A of staffs’ report. The new facility will provide the capability to convey
potable water from the District’s north service area to the District’s south service
area. He stated that this project will allow the District to reliably deliver water, for
the first time, from any source to any part of the system during an emergency, a
County Water Authority shutdown, or during normal operations.
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He stated that the District requires a consultant to provide engineering design for
this project. The project will also include environmental documentation, public
outreach, property acquisition and minor other services. He indicated that a
recommendation for the award of a contract for this same project was previously
presented at an Engineering, Operations and Water Resources Committee held on
July 28, 2010. The committee considered staffs’ recommendation and directed staff
to re-advertise the Request for Proposal (RFP) after revising the internal process for
the selection of consultants. Staff revised the implementation guidelines and
reinitiated the consultant selection process in accordance with Board Policy 21 on
August 23, 2010. The District received Letter of Interests from fifteen (15) firms and
four (4) firms submitted proposals on September 14, 2010.
He indicated that the proposals were evaluated and all firms were interviewed.
Following the evaluation and interview process, Lee & Ro, Inc. received the highest
score and provided the best proposal that represented the best overall value to the
District. He stated that staff has worked well with Lee & Ro, Inc. on previous
projects, including the 30-inch Dairy Mart pipeline and 36-inch Jamacha Road
pipeline projects. In addition, staff contacted their references and received positive
feedback. Staff recommends that Lee & Ro, Inc. be awarded a professional
services contract for this project.
Director Croucher thanked staff for reviewing and enhancing the selection process.
He stated that the committee wanted to assure that the selection process was fair
and consistent and he felt that the process was improved. He stated that the
committee is comfortable with this new process and noted that by rebidding the
project, it not only did not set back the project schedule, but the District saved
$500,000 on the cost of the project.
Director Robak inquired if staff could provide him a map of the main transmission
lines from CWA that was discussed in the report and how these lines will integrate
into the District’s system. It was discussed that a good portion of the pipeline goes
through Sweetwater Authority’s service area and staff worked with their staff and
they are very familiar with the proposed alignment. Staff indicated that the
presented alignment is one possibility, but staff will also look at various possible
alignments (alignment study) and select the alignment that will be in the District’s
best interest in terms of right-of-way, environmental and public relations type issues.
President Bonilla inquired how the District will be able to control the consultant cost
for the design of the pipeline project. Chief of Engineering Posada indicated that
when the Request for Proposal (RFP) was prepared for the solicitation of design
consultants for the project, it provided for specific tasks. The consultant’s proposals
are required to list the cost for each of these tasks. The District also prepares a
Preliminary Design Report which identifies the cost for each specific task and is
utilized as a guideline. General Counsel Calderon added that when the contract is
prepared for the design services, it provides for a specific process when a
complication/issue arises during the design of the project. This process is called the
“change order process.” There are very few reasons that allows for a consultant to
deviate from the price that is quoted in their proposal. Any change in cost must be
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processed through the “change order process” where staff would analyze whether
the cost change is justified. It is this process that keeps costs within the bid price.
President Bonilla also inquired why this project was now a necessity. It was
indicated that the District has been interested in connecting the North service area
to the Central and South service areas for 20 years. Originally, the idea was to wait
for the connection to come through Proctor Valley Road with the natural progression
of development (Proctor Valley Road would connect to Jamul and into the North
system once the areas were developed). With growth slowing, the District having a
new robust connection with Helix in the North District and a possible desalination
water source in the south, staff reevaluated the District’s capital project needs (CIP)
and identified that a larger North-South connection would alleviate the need for
some reservoir projects that were identified in the CIP. This would provide for a CIP
cost savings of approximately $10 million.
It was noted that due to the current economic slowdown, flexibility was provided for
in the contract that allows the District to place the project on hold and bring it back
at a later time in the future when growth returns. Should the design need
modifications to fit future conditions, this cost is provided for in the contract.
A motion was made by Director Croucher, seconded by Director Lopez and carried
with the following vote:
Ayes: Directors Bonilla, Croucher, Gonzalez, Lopez and Robak
Noes: None
Abstain: None
Absent: None
to approve staffs’ recommendation.
b) APPROVE AN AGREEMENT FOR PROFESSIONAL ENGINEERING
SERVICES WITH AECOM TECHNICAL SERVICES, INC. IN AN AMOUNT
NOT-TO-EXCEED $3,910,297.00 FOR THE OTAY MESA CONVEYANCE
AND DISINFECTION SYSTEM PROJECT
Associate Civil Engineer Bob Kennedy indicated that the District identified
alternative potable and recycled water supply sources should there be an extended
drought or disaster that impacts imported water supplies. He noted that one of the
recommendations within the District’s Integrated Water Resources Plan (IRP) is to
explore the feasibility of a bi-national ocean desalination facility within Mexico. He
indicated that staff has been meeting with State and local authorities of Baja
California to discuss the feasibility of such a project and the project is currently high
on the agenda in all levels of government in Mexico.
The Otay Mesa Conveyance and Disinfection System Project will provide for a
potable transmission pipeline and pump station to convey desalinated water from
the Mexico border to the District’s Roll Reservoir in Otay Mesa. Staff is requesting
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that the Board approve a Professional Engineering Services Contract for the Otay
Mesa Conveyance and Disinfection System Project.
Associate Civil Engineer Kennedy reviewed the selection process and indicated that
the District received eight (8) consultant proposals. Staff conducted a review of the
proposals and recommends that AECOM Technical Services, Inc. be awarded the
consultant contract as they received the highest ranking and provided the best
overall value to the District.
General Manager Watton indicated that if the project does not move forward, staff
has negotiated into AECOM’s contract a 30-day notice to terminate. General
Manager Watton also noted that the District is not investing in the Mexico
Desalination Plant. The District’s interest is to purchase water from the desalination
plant. Staff has met with United States officials regarding the project and has
received positive responses. It is anticipated that the cost of the desalinated water
from the Mexico plant, when it is available in 2015, will equal the cost of imported
water from MWD and CWA.
Director Gonzalez inquired if the District would have the ability to resale the
desalinated water to other water providers. General Manager Watton indicated that
the District’s preliminary discussions with the developers of the project have
included the District’s ability to resale the water regionally and throughout the United
States. There are also some potential for river trades, etc., brokered by the District.
A motion was made by Director Robak, seconded by Director Gonzalez and carried
with the following vote:
Ayes: Directors Bonilla, Croucher, Gonzalez, Lopez and Robak
Noes: None
Abstain: None
Absent: None
to approve staffs’ recommendation.
10. BOARD
a) DISCUSSION OF 2010 AND 2011 BOARD MEETING CALENDAR
It was noted that the December board meeting has been canceled.
REPORTS
11. GENERAL MANAGER’S REPORT
GENERAL MANAGER’S REPORT
General Manager Watton presented his report which included the status of the 36-
inch Potable Pipeline Project, presentation by staff of the Water Conservation
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Division at the Water Smart Innovation Conference, that staff is in the process of
developing the FY 2012-2014 strategic plan, the available alternative payment types
for District customers, that staff is developing a new bill format, and the District’s
water consumption report (see attached copy of the General Manager’s report for
details). He also provided a copy of a handout from CWA’s Imported Water
Committee with regard to binational discussions related to a proposed agreement
for Mexico to store water in Lake Mead, that California’s consumption on the
Colorado River is below its allocation and Mexico is requesting about 200,000 AF
above their Colorado River water allocation for calendar year 2010 (copy of handout
attached).
SAN DIEGO COUNTY WATER AUTHORITY UPDATE
Director Croucher noted that Director Michael Hogan, Santa Fe Irrigation District,
has been elected the new chair of CWA and, as the chair, he will be making new
committee assignments. He stated that Mr. Dan McMillan, Director of Padre Dam
MWD, was replaced by Mr. Jim Peasley, Engineering Manager at Otay Water
District, on Padre Dam MWD’s board.
12. DIRECTORS' REPORTS/REQUESTS
Director Lopez congratulated Director Gonzalez on his election to the board. He
also indicated as the December meeting has been canceled, he wanted wish
everyone an early happy new year and that he was looking forward to another great
year.
Director Robak also congratulated Director Gonzalez on his election to the board.
He congratulated Mr. Jim Peasley on his election to the Padre Dam MWD board.
He also shared that he is taking a class at Cuyamaca College on sewer
maintenance and the class was being held at Helix WD’s operations center. He
stated that the instructor indicated that Helix WD’s water use per capita is 111/GPD
versus Otay WD which is down to 137/GPD per capita. He indicated that Helix is
anticipating their figure will go down further to approximately 100/GPD. He thanked
staff who worked on the 36-inch pipeline project and its success. He lastly shared
that he has been attending the Metro Commission meetings and felt that the
operation of the Metro System is changing and that he felt it will produce better
results and lowered costs.
13. PRESIDENT’S REPORT
President Bonilla reported on meetings he attended during the month of October
2010 and indicated that on October 7 he met with the Ad Hoc Policy 42 Committee
and the committee discussed Policy 42 and recommended that it be kept as is. He
met with General Manager Watton, General Counsel Calderon and representative
from the organization developing the Mexico desalination project on October 8. He
also met with General Manager Watton on October 15 to discuss items to be
presented at the October committee meetings. He attended the District’s Finance,
Administration and Communications Committee on October 19 and the committee
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reviewed and made recommendation on items that were presented at today’s board
meeting. On October 26 he met with General Manager Watton and General
Counsel Calderon to discuss the November board meeting agenda. He lastly
shared that on October 29 he again met with representatives from the organization
developing the Mexico desalination plant, General Manager Watton and General
Counsel Calderon to discuss the desalination project.
14. ADJOURNMENT
With no further business to come before the Board, President Bonilla adjourned the
meeting at 4:55 p.m.
___________________________________
President
ATTEST:
District Secretary