HomeMy WebLinkAbout1991-07-01 Min - Board REGULAR MEETING
July 1, 1991
The regular meeting of the Board of Directors of the Truckee Donner
Public Utility District was called to order by President Aguera at
7 :07 PM in the TDPUD Board Room.
ROLL CALL: Directors Richard Curran, Patricia Sutton and Joseph
Aguera were present; Director James Maass was on vacation;
Director John Corbett was unable to attend.
EMPLOYEES PRESENT: Mary Chapman, Peter Holzmeister and Susan
Craig.
CONSULTANTS PRESENT: Counsel John Phelps.
OTHERS PRESENT: Bill Quisnell and Catherine Gibbs of the Sierra
Sun.
ACCEPTANCE OF AUDIT
A meeting of the Finance Committee was held to review and discuss
in detail the draft audit with representatives of Arthur Andersen
& Company.
Manager Holzmeister noted that Arthur Andersen audited the
District's balance sheets as of December 31, 1990 and the related
statements of earnings, retained earnings, and cash flows for the
year then ended. The audit was conducted in accordance with
generally accepted auditing standards and is unqualified. It is a
combined audit covering the water and electric utilities, but the
two divisions are broken out in comparative statements of earnings.
A copy is attached for reference.
Mr. Holzmeister highlighted the assets and retained earnings and
liabilities on the balance sheets, the statements of earnings and
retained earnings, statements of cash flows and reviewed the notes
to financial statements. He then went over the divisional
combining balance sheets, divisional combining statement of
earnings and retained earnings and comparative statements of
earnings for both electric and water operations, and details of
other operating revenues. He noted that at the end of 1990 the
electric department was very strong, but the water department had
some financial deficiencies which the Board has now addressed.
Entries under "Eliminations" for operating revenues, operating
expenses and other income were discussed. These are transactions
between the water and electric utilities. Director Sutton said she
thought it would be helpful to have more detail on these items.
With respect to rental income and whether or not it goes towards
retirement of the building debt, Mr. Holzmeister noted that a
history of the financing of the building is being prepared;
suggestions regarding proceeds from the sale of the 1.9 acre parcel
and rental income will be provided to the Board.
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Director Curran moved, and Director Sutton seconded, that the Board
accept the audit.
Director Sutton noted that the Board paid the auditors before
receiving the final audit; she said she doesn't think they should
be paid until the audit has been presented to the Board. She also
stated that the management letter hasn't been provided yet. She
asked that the Board receive a copy by mail as soon as it is
available.
ROLL CALL vote on the motion to accept the audit: Curran, Sutton
and Aguera, aye; Maass and Corbett, absent.
PUBLIC INPUT
Ms. Gibbs of the Sierra Sun noted that, at an earlier meeting,
Director Maass asked that discussion of natural gas in Truckee be
placed on the agenda. The Chairman said this would be a topic
brought up at some future time.
REVIEW OF PERFORMANCE AND COSTS OF MAJOR CONSULTANTS
Mr. Holzmeister said that at the February workshop with Bob Rauch
the Board expressed interest in reviewing the cost and performance
of the PUD' s major consultants.
. R. W. Beck and Associates - they have worked primarily on
negotiations for transmission access on the PG&E and Sierra Pacific
systems. The total costs in 1990 were $4, 127 .70; costs to date in
1991 are $358.86.
McDonough, Holland and Allen - the firm assisted in negotiations
for an allocation of water in the Truckee River Settlement Act and
were very successful. They will remain involved in negotiating the
Operating Agreement. Total costs in 1990 were $10,726. 96 , Costs to
date in 1991 are $517 .51.
Porter, Simon, Graham, Phelps and Cuttitta - Counsel Phelps
provides a broad range of representation in legal matters. On
occasion, he employs other consultants whose billing impacts his
bills; Mr. Phelps estimated this amount as $35, 000 in 1990. Also,
a portion of his costs are passed directly through to developers
(about $10, 000 of the $35, 000) . Total costs in 1990 were
$80,721.77 ; costs to date in 1991 are $45,902 .36.
Glenn Reiter and Associates - this firm provided assistance in the
areas of warehousing, work order budgeting, and finance department
structuring. Gregg Lowry continues to have minor involvement in
the work order budget process, but the majority of their work has
been completed. Total costs in 1990 were $10,496.48 ; costs to date
in 1991 are $4, 875.22 .
SEA - they are working exclusively on Tahoe Donner pipeline issues.
Total costs in 1990 were $60,230, 66; costs to date in 1991 are
$196, 340. 19 .
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Sauers Engineering - Mr. Sauers provides a broad range of water
• system engineering for the District. He prepared the master plan,
has been involved in Proposition 55 engineering, and works on
special projects proposed by developers. Many of his costs are
passed through to developers for reimbursement.
Director Sutton said she is surprised at how much the District
spent last year in consultant fees. She wondered why Keith Sauers
was paid so much when the District had an on-staff civil engineer.
Mr. Holzmeister noted that the District tackled some significant
water projects during 1990. He said he thinks the District's water
engineering requires too much expertise to all be done in-house.
Director Sutton asked what role the District engineer should play -
engineer or departmental manager. Maybe his time wasn't being put
to the best use. Mr. Holzmeister noted that staff has been
evaluating this issue and feels that the District gets excellent
service from its consultants. Perhaps the PUD needs a person who
is highly experienced in the construction and scheduling end of
things; a technical person.
Director Sutton stated that the legal fees for 1990 were also very
high.
CONSIDERATION OF PRE-AUTHORIZING CERTAIN SEMINARS AND CONFERENCES
FOR BOARD MEMBERS
• During the February workshop with Bob Rauch, Mr. Holzmeister said,
there was discussion about Board member attendance at conferences
and seminars. The Board established as an item for further
discussion and action the question of pre-authorizing certain
seminars and conferences for attendance with all others needing
specific Board approval a case by case basis.
Mr. Holzmeister suggested the following policy:
1. In order to perform its function, the Board of Directors
needs to remain informed on the issues, laws and
procedures relating to policy management of a public
utility district.
2 . In order to become and remain informed the General
Manager shall budget, and Directors shall be encouraged
to attend, appropriate seminars and conferences.
3 . Except with respect to those seminars and conferences
listed in paragraph 4 , no Director shall attend any
conference or seminar at District expense unless
specifically authorized by motion of the Board of
Directors.
4 . Attendance at the following listed conferences and
seminars are pre-authorized, and any Director may attend
® these conferences and seminars at District expense
without further authorization:
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a) Annual conference of the California
Municipal Utility Association.
b) Annual meeting of the Northern
California Power Agency.
c) Any of the three seminars offered
annually by the California Special
District Association constituting
the certificate in Board management.
Manager Holzmeister said that $6,000 was budgeted for attendance by
Directors at conferences and seminars for 1991.
Director Sutton suggested that paragraph 4 (c) be revised to say any
Director may attend one (rather than all) of the designated
conferences/seminars. Director Curran did not think any of the
Directors would take advantage of the policy, and suggested that
the Manager budget a larger amount for 1992 .
There being no further discussion, Director Sutton moved that the
Board approve the policy as presented by the Manager; seconded by
Director Curran. All Directors, aye, by voice vote. SO MOVED.
Mr. Holzmeister said that Director Corbett indicated his interest
in attending the Northwest Public Power Association conference
. scheduled in Calgary during July. It was decided that, although
the NWPPA has many good training seminars for staff, the issues
facing the utilities in the northwest are very different from those
encountered by the District and it would not be beneficial for
Board members to attend.
TAHOE DONNER PIPELINE REPLACEMENT PROJECT - STATUS REPORT -
CONSIDERATION OF MISCELLANEOUS INVOICES - CONSIDERATION OF PAVEMENT
DAMAGE SETTLEMENT
Director Sutton asked that Item 7 (c) , consideration of pavement
damage settlement, be tabled until after closed session. The
Chairman agreed.
Mr. Holzmeister said a question was raised about corrosion and
cathodic protection. He spoke with Bob Churn (the on-site
supervisor of inspectors for the project) and was informed that the
contractors are using a standard push-on joint with a rubber gasket
on the Tahoe Donner pipeline job. There is a single bag
polyethylene coating, but no continuous strap and no form of
cathodic protection.
Mr. Holzmeister explained that there are three options open to the
District according to Tim Grover of SEA. One is to install the
ductile iron pipe and do nothing else. The second option is to
install ductile iron pipe with a cathodic protection system. The
• third is to install the ductile iron pipe with a polyethylene bag
to separate the pipe from the soils.
7/1/91 Pg 4
Mr. Grover advised that, based on the District's previous corrosion
study, the updated corrosion study, and on input from the Ductile
Iron Pipe Research Institute, a decision was made to not use a
cathodic protection system. It was deemed expensive and
unnecessary to install cathodic protection. If cathodic protection
had been selected for installation, continuous strap would have
been needed and the pipe would have needed a bonded coating.
The bag was chosen because studies show that, except in a few
isolated areas, the soils in Tahoe Donner are not corrosive. With
respect to the isolated areas in Tahoe Donner that have soils more
corrosive than normal, the Ductile Iron Pipe Research Institute
recommended using the bag as the preferred treatment. The PUD
adopted polyethylene service line material to eliminate the problem
caused by dissimilar metals.
Director Sutton said she didn't recall that the Board was involved
in any decision about cathodic protection and went on to say that
if there's something wrong with the package presented by SEA that
SEA is responsible.
Director Curran, because of his position with Truckee Sanitary
District, has been on the construction sites. He noted that the
construction crews are doing a good job with the fill and how
they're putting it in. He further noted that he still strongly
objects to the fact that the design engineer is providing the
• inspectors. He thinks the District should furnish its own
inspectors; training would only take two or three days. The
Chairman agreed but said SEA will be liable if the job isn't done
right.
With respect to the contractors' request to go to a six-day week,
Manager Holzmeister wrote to Tim Grover of SEA asking him to
address several concerns. The Directors agreed that there should
be no additional cost to the District or other public agencies
agencies that may be involved with the project.
The District has received invoices relating to the project from SEA
Engineering, Standard and Poor' s, Moody's, Rauscher Pierce and
Deloitte/Touche in a total amount of $80, 603 . 63 . Administrative
Manager Chapman reviewed with the Board the status and distribution
of the bond proceeds, the status of the acquisition fund, and the
bills presented for Board approval.
Mrs. Chapman noted that the bond proceeds totaled $9, 978 , 752 .26 ;
$7, 637, 071. 37 was transferred to the acquisition fund, $828,942 . 50
was transferred to the reserve fund, $1,408,933 . 39 was transferred
to the capitalized interest fund and the District' s general fund
was reimbursed the amount of. Total proceeds on deposit equal
$9,921, 052 . 26, and the balance of the acquisition fund, less
invoices paid at closing, is $7, 579, 371. 37.
With respect to the bills relating to the project presented for
Board consideration, Mrs. Chapman said that the $31, 623 . 50 SEA bill
for test and design work was previously included on the statement
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of general fund in error and needs to be paid out of the
• acquisition fund.
Director Aguera moved, and Director Curran seconded that the Board
approve the bills presented for payment in the amount of $80, 603 .63
and authorize the appropriate transfer of proceeds from the
acquisition fund. All Directors, aye, by voice vote. SO MOVED.
WESTSTAR REQUEST TO AMEND LEASE AGREEMENT; CONSIDERATION AND
POSSIBLE ACTION
By letter, Joel Alford requesting that WestStar be permitted to
change their equipment at the District's Northside well site. They
currently have a container building and three satellite television
receive dishes located on the site. In order to continue the same
programming, they need to install a fourth dish at the site. Water
Foreman Rully reviewed the drawing and could see no problem with
the installation; he said it would not interfere in any way with
District operations.
Counsel Phelps said it would be very simple to amend the lease
agreement to include another dish; it would probably be just a one
page amendment.
Director Sutton said she wants the item on a future agenda to
specifically consider the terms of the lease - to see if the amount
the District is charging is a reasonable amount or needs to be
adjusted, and also to consider if there are any other items that
should be changed. Director Curran stated that the ridiculously
low amount the District is charging WestStar is definitely not
reflected in the rates they charge people for service. He said he
thinks there is a new law that gives cities the authority to adjust
the rates; he wondered if this also applies to counties. Mr.
Holzmeister said it is a FCC ruling; under some conditions, where
there is no competition, some regulation of rates can occur on the
basic tier of service (but not on the pay for view items) .
The Chairman tabled the matter to the next regular meeting agenda.
DIRECTION REGARDING MINUTES OF MAY 20 AND JUNE 3, 1991
At the last meeting, Director Maass indicated he was working on
amendments to the May 20, 1991 minutes. Chairman Aguera tabled
consideration until Mr. Maass has had a chance to submit those
corrections.
Director Sutton said she would like to submit corrections to Page
4 of the June 3 , 1991 minutes, and the matter was tabled to the
next meeting.
CORRESPONDENCE
• There was no correspondence discussed by the Board.
BILLS FOR APPROVAL
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Director Curran moved, and Director Sutton seconded, that the bills
presented for consideration be approved for payment.
Director Sutton noted that the Board used to receive copies of
consultant bills, but no longer gets them. Mr. Holzmeister
explained the Sauers Engineering charge in the amount of $830 for
"miscellaneous after Andy. " (This charge is for concluding several
matters started by Andy Hyde before his departure. )
Voice vote on the motion to approve the bills: all Directors, aye.
SO MOVED.
STAFF REPORT
A copy of the staff report has been attached to these minutes for
reference.
Water quality report
The Board was provided with the monthly bacteriological report for
May 1991. It shows that all of the 29 samples taken within the
District' s distribution system were free of coliform bacteria and
met the state' s drinking water standards. There was presence of
coliform bacteria at the Northside well on one occasion during the
month, but samples taken before and after showed no more coliform
bacteria present.
• Director Sutton mentioned she recently experienced a high
concentration of chlorine in her water. The Manager asked her to
call the next time this happens so District personnel may conduct
a test.
Financial report
The statement of general fund, water and electric balance sheets,
and water and electric income statements for the months of March
and April were included in the Board packet.
Annual water quality report
Each year the state requires the District to mail to customers an
annual water quality report. Since the water system is viewed as
three distinct entities, three different annual reports were issued
- Hirschdale, the Prosser system and the Truckee system. The
Directors were provided with copies of each report.
Mr. Holzmeister mentioned that the high iron and manganese content
in the Hirschdale water still exists. At the last meeting with the
Hirschdale residents, about a year and a half ago, the District
agreed to try several possible solutions. He said another meeting
should be scheduled with the residents to discuss the situation.
Mr. Holzmeister did not know whether Mr. Hyde provided a final
status report of the situation, but indicated he would investigate
the matter and report back to the Board.
7/1/91 Pg 7
Surprise inspections
• During the past few weeks the District was inspected by Cal OSHA
and Lahontan Regional Water Quality Control Board. In both cases
the inspector indicated that an anonymous request initiated the
visit.
Mr. Holzmeister said he expects a letter from Cal OSHA requiring
the PUD to take corrective action on several items. The Lahontan
inspector was concerned over the transformers stored at the Martis
Valley Substation. He said the oils in the transformers may leak
some day and find their way to the Truckee River. Mr. Holzmeister
said he is anticipating receiving something in writing.
CLOSED SESSION
At 9: 10 PM the Board adjourned to closed session to discuss
possible litigation and personnel matters in accordance with
Government Code Sections 54956. 9 (b) (1) and 54957 .
RETURN TO PUBLIC SESSION
The Board returned to public session at 10: 02 PM. No action was
taken or direction given as a result of closed session.
ADJOURNMENT
iThere being no further business before the Board, the meeting was
adjourned by unanimous consent at 10: 03 PM.
T CKEE DON R UBLIC UTILITY DISTRICT
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Prepared by �-
Susan M. Craig, Deputy District Clem
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