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HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 01/12/2022BOARD OF DIRECTORS JANUARY 12, 2022 East Valley Water District was formed in 1954 and provides water and wastewater services to 103,000 residents within the cities of San Bernardino and Highland, and portions of San Bernardino County. EVWD operates under the direction of a 5­member elected Board. GOVERNING BOARD EXECUTIVE MANAGEMENT Phillip R. Goodrich Chairman of the Board John Mura General Manager/CEO James Morales, Jr. Vice Chairman Brian Tompkins Chief Financial Officer Chris Carrillo Governing Board Member Jeff Noelte Director of Engineering & Operations Ronald L. Coats Governing Board Member Kelly Malloy Director of Strategic Services David E. Smith Governing Board Member Kerrie Bryan Director of Administrative Services Justine Hendricksen District Clerk Patrick Milroy  Operations Manager Rocky Welborn  Water Reclamation Manager EVWD Regular Board Meeting January 12, 2022 ­ 5:30 PM Closed Session begins at 4:30 p.m. 31111 Greenspot Road, Highland, CA 92346 Via Teleconference In an effort to protect public health and pursuant to Resolution 2021.22, an active State of Emergency still exists and continues to directly impact the ability of the members to meet safely in person; therefore, there will be no physical location to attend this meeting in person and it will be held via teleconference. Members of the public are invited to make a public comment telephonically during the public comment section of the meeting and after each agenda item. In addition, a public comment card may be submitted prior to the start of the meeting, or a request may be submitted to the District Clerk via email at administration@eastvalley.org. Anyone wishing to join the meeting may do so using the following information: DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520# You may also join by clicking HERE to join the meeting via Microsoft Teams. PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Rd., Highland, during normal business hours. Also, such documents are available on the District’s website at eastvalley.org and are subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability­related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above agendized public meeting should be directed to the District Clerk at (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda RECESS INTO CLOSED SESSION 2.CLOSED SESSION a.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Brucie Cagle, et al., CASE NO. CIVSB 2112619 b.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Marilyn Rock, CASE NO. CIVDS 2016838 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approval of November 10, 2021 Regular Board Meeting Minutes b.Approval of Directors' Fees and Expenses for December 2021 c.Financial Statements for November 2021 d.November 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH payments in the amount of $5,924,079.71 and $437,529.66 for payroll e.Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Rate f.Adoption of Resolution 2022.01 ­ Findings and Determinations Regarding Teleconference Meetings g.Approval of December 8, 2021 Regular Board Meeting Minutes 4.INFORMATIONAL ITEMS a.Succession Planning Ad­Hoc Committee Update 5.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Materials Testing and Inspection Services Contract Amendment for the Sterling Natural Resource Center (SNRC) b.Consider Sterling Natural Resource Center ­ Third Amendment to the Regional Regional Recycled Water Facilities Reimbursement Agreement 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSJANUARY 12, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTPhillip R. GoodrichChairman of the Board John MuraGeneral Manager/CEOJames Morales, Jr.Vice Chairman Brian TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsRonald L. CoatsGoverning Board Member Kelly MalloyDirector of Strategic ServicesDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesJustine HendricksenDistrict ClerkPatrick Milroy  Operations Manager Rocky Welborn  Water Reclamation Manager EVWD Regular Board Meeting January 12, 2022 ­ 5:30 PM Closed Session begins at 4:30 p.m. 31111 Greenspot Road, Highland, CA 92346 Via Teleconference In an effort to protect public health and pursuant to Resolution 2021.22, an active State of Emergency still exists and continues to directly impact the ability of the members to meet safely in person; therefore, there will be no physical location to attend this meeting in person and it will be held via teleconference. Members of the public are invited to make a public comment telephonically during the public comment section of the meeting and after each agenda item. In addition, a public comment card may be submitted prior to the start of the meeting, or a request may be submitted to the District Clerk via email at administration@eastvalley.org. Anyone wishing to join the meeting may do so using the following information: DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520# You may also join by clicking HERE to join the meeting via Microsoft Teams. PLEASE NOTE: Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection in the District’s office located at 31111 Greenspot Rd., Highland, during normal business hours. Also, such documents are available on the District’s website at eastvalley.org and are subject to staff’s ability to post the documents before the meeting. Pursuant to Government Code Section 54954.2(a), any request for a disability­related modification or accommodation, including auxiliary aids or services, that is sought in order to participate in the above agendized public meeting should be directed to the District Clerk at (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda RECESS INTO CLOSED SESSION 2.CLOSED SESSION a.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Brucie Cagle, et al., CASE NO. CIVSB 2112619 b.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Marilyn Rock, CASE NO. CIVDS 2016838 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approval of November 10, 2021 Regular Board Meeting Minutes b.Approval of Directors' Fees and Expenses for December 2021 c.Financial Statements for November 2021 d.November 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH payments in the amount of $5,924,079.71 and $437,529.66 for payroll e.Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Rate f.Adoption of Resolution 2022.01 ­ Findings and Determinations Regarding Teleconference Meetings g.Approval of December 8, 2021 Regular Board Meeting Minutes 4.INFORMATIONAL ITEMS a.Succession Planning Ad­Hoc Committee Update 5.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Materials Testing and Inspection Services Contract Amendment for the Sterling Natural Resource Center (SNRC) b.Consider Sterling Natural Resource Center ­ Third Amendment to the Regional Regional Recycled Water Facilities Reimbursement Agreement 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSJANUARY 12, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTPhillip R. GoodrichChairman of the Board John MuraGeneral Manager/CEOJames Morales, Jr.Vice Chairman Brian TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsRonald L. CoatsGoverning Board Member Kelly MalloyDirector of Strategic ServicesDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesJustine HendricksenDistrict ClerkPatrick Milroy Operations ManagerRocky Welborn Water Reclamation ManagerEVWD Regular Board MeetingJanuary 12, 2022 ­ 5:30 PMClosed Session begins at 4:30 p.m.31111 Greenspot Road, Highland, CA 92346Via TeleconferenceIn an effort to protect public health and pursuant to Resolution 2021.22, an active State ofEmergency still exists and continues to directly impact the ability of the members to meetsafely in person; therefore, there will be no physical location to attend this meeting inperson and it will be held via teleconference.Members of the public are invited to make a public comment telephonically during the publiccomment section of the meeting and after each agenda item. In addition, a public commentcard may be submitted prior to the start of the meeting, or a request may be submitted tothe District Clerk via email at administration@eastvalley.org.Anyone wishing to join the meeting may do so using the following information:DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520#You may also join by clicking HERE to join the meeting via Microsoft Teams.PLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disability­relatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 885­4900 at least 72 hours prior to said meeting. In order to comply with legal requirements for posting of agenda, only those items filed with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday meeting not requiring departmental investigation, will be considered by the Board of Directors. CALL TO ORDER ROLL CALL OF BOARD MEMBERS PUBLIC COMMENTS Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to three (3) minutes, unless waived by the Chairman of the Board. Under the State of California Brown Act, the Board of Directors is prohibited from discussing or taking action on any item not listed on the posted agenda. The matter will automatically be referred to staff for an appropriate response or action and may appear on the agenda at a future meeting. 1.AGENDA This agenda contains a brief general description of each item to be considered. Except as otherwise provided by law, no action shall be taken on any item not appearing on the following agenda unless the Board of Directors makes a determination that an emergency exists or that a need to take immediate action on the item came to the attention of the District subsequent to the posting of the agenda. a.Approval of Agenda RECESS INTO CLOSED SESSION 2.CLOSED SESSION a.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Brucie Cagle, et al., CASE NO. CIVSB 2112619 b.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION [Government Code Section 54956.9(d)(1)] Name of Case: East Valley Water District v. Marilyn Rock, CASE NO. CIVDS 2016838 5:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approval of November 10, 2021 Regular Board Meeting Minutes b.Approval of Directors' Fees and Expenses for December 2021 c.Financial Statements for November 2021 d.November 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH payments in the amount of $5,924,079.71 and $437,529.66 for payroll e.Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Rate f.Adoption of Resolution 2022.01 ­ Findings and Determinations Regarding Teleconference Meetings g.Approval of December 8, 2021 Regular Board Meeting Minutes 4.INFORMATIONAL ITEMS a.Succession Planning Ad­Hoc Committee Update 5.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Materials Testing and Inspection Services Contract Amendment for the Sterling Natural Resource Center (SNRC) b.Consider Sterling Natural Resource Center ­ Third Amendment to the Regional Regional Recycled Water Facilities Reimbursement Agreement 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSJANUARY 12, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTPhillip R. GoodrichChairman of the Board John MuraGeneral Manager/CEOJames Morales, Jr.Vice Chairman Brian TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsRonald L. CoatsGoverning Board Member Kelly MalloyDirector of Strategic ServicesDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesJustine HendricksenDistrict ClerkPatrick Milroy Operations ManagerRocky Welborn Water Reclamation ManagerEVWD Regular Board MeetingJanuary 12, 2022 ­ 5:30 PMClosed Session begins at 4:30 p.m.31111 Greenspot Road, Highland, CA 92346Via TeleconferenceIn an effort to protect public health and pursuant to Resolution 2021.22, an active State ofEmergency still exists and continues to directly impact the ability of the members to meetsafely in person; therefore, there will be no physical location to attend this meeting inperson and it will be held via teleconference.Members of the public are invited to make a public comment telephonically during the publiccomment section of the meeting and after each agenda item. In addition, a public commentcard may be submitted prior to the start of the meeting, or a request may be submitted tothe District Clerk via email at administration@eastvalley.org.Anyone wishing to join the meeting may do so using the following information:DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520#You may also join by clicking HERE to join the meeting via Microsoft Teams.PLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disability­relatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 885­4900 at least 72 hours prior to said meeting.In order to comply with legal requirements for posting of agenda, only those items filedwith the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesdaymeeting not requiring departmental investigation, will be considered by the Board ofDirectors.CALL TO ORDERROLL CALL OF BOARD MEMBERSPUBLIC COMMENTSAny person wishing to speak to the Board of Directors is asked to complete a SpeakerCard and submit it to the District Clerk prior to the start of the meeting. Each speaker islimited to three (3) minutes, unless waived by the Chairman of the Board. Under the Stateof California Brown Act, the Board of Directors is prohibited from discussing or takingaction on any item not listed on the posted agenda. The matter will automatically bereferred to staff for an appropriate response or action and may appear on the agenda at afuture meeting.1.AGENDAThis agenda contains a brief general description of each item to be considered.Except as otherwise provided by law, no action shall be taken on any item notappearing on the following agenda unless the Board of Directors makes adetermination that an emergency exists or that a need to take immediate action onthe item came to the attention of the District subsequent to the posting of theagenda.a.Approval of AgendaRECESS INTO CLOSED SESSION2.CLOSED SESSIONa.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION[Government Code Section 54956.9(d)(1)]Name of Case: East Valley Water District v. Brucie Cagle, et al., CASENO. CIVSB 2112619b.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION[Government Code Section 54956.9(d)(1)]Name of Case: East Valley Water District v. Marilyn Rock, CASE NO. CIVDS20168385:30 PM RECONVENE MEETING PLEDGE OF ALLEGIANCE ROLL CALL OF BOARD MEMBERS ANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMS PUBLIC COMMENTS 3.APPROVAL OF CONSENT CALENDAR All matters listed under the Consent Calendar are considered by the Board of Directors to be routine and will be enacted in one motion. There will be no discussion of these items prior to the time the board considers the motion unless members of the board, the administrative staff, or the public request specific items to be discussed and/or removed from the Consent Calendar. a.Approval of November 10, 2021 Regular Board Meeting Minutes b.Approval of Directors' Fees and Expenses for December 2021 c.Financial Statements for November 2021 d.November 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH payments in the amount of $5,924,079.71 and $437,529.66 for payroll e.Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Rate f.Adoption of Resolution 2022.01 ­ Findings and Determinations Regarding Teleconference Meetings g.Approval of December 8, 2021 Regular Board Meeting Minutes 4.INFORMATIONAL ITEMS a.Succession Planning Ad­Hoc Committee Update 5.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Materials Testing and Inspection Services Contract Amendment for the Sterling Natural Resource Center (SNRC) b.Consider Sterling Natural Resource Center ­ Third Amendment to the Regional Regional Recycled Water Facilities Reimbursement Agreement 6.REPORTS a.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN BOARD OF DIRECTORSJANUARY 12, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5­member elected Board.GOVERNING BOARD EXECUTIVE MANAGEMENTPhillip R. GoodrichChairman of the Board John MuraGeneral Manager/CEOJames Morales, Jr.Vice Chairman Brian TompkinsChief Financial OfficerChris CarrilloGoverning Board Member Jeff NoelteDirector of Engineering & OperationsRonald L. CoatsGoverning Board Member Kelly MalloyDirector of Strategic ServicesDavid E. SmithGoverning Board Member Kerrie BryanDirector of Administrative ServicesJustine HendricksenDistrict ClerkPatrick Milroy Operations ManagerRocky Welborn Water Reclamation ManagerEVWD Regular Board MeetingJanuary 12, 2022 ­ 5:30 PMClosed Session begins at 4:30 p.m.31111 Greenspot Road, Highland, CA 92346Via TeleconferenceIn an effort to protect public health and pursuant to Resolution 2021.22, an active State ofEmergency still exists and continues to directly impact the ability of the members to meetsafely in person; therefore, there will be no physical location to attend this meeting inperson and it will be held via teleconference.Members of the public are invited to make a public comment telephonically during the publiccomment section of the meeting and after each agenda item. In addition, a public commentcard may be submitted prior to the start of the meeting, or a request may be submitted tothe District Clerk via email at administration@eastvalley.org.Anyone wishing to join the meeting may do so using the following information:DIAL: 1­209­425­5876 and enter CONFERENCE ID: 878 461 520#You may also join by clicking HERE to join the meeting via Microsoft Teams.PLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disability­relatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 885­4900 at least 72 hours prior to said meeting.In order to comply with legal requirements for posting of agenda, only those items filedwith the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesdaymeeting not requiring departmental investigation, will be considered by the Board ofDirectors.CALL TO ORDERROLL CALL OF BOARD MEMBERSPUBLIC COMMENTSAny person wishing to speak to the Board of Directors is asked to complete a SpeakerCard and submit it to the District Clerk prior to the start of the meeting. Each speaker islimited to three (3) minutes, unless waived by the Chairman of the Board. Under the Stateof California Brown Act, the Board of Directors is prohibited from discussing or takingaction on any item not listed on the posted agenda. The matter will automatically bereferred to staff for an appropriate response or action and may appear on the agenda at afuture meeting.1.AGENDAThis agenda contains a brief general description of each item to be considered.Except as otherwise provided by law, no action shall be taken on any item notappearing on the following agenda unless the Board of Directors makes adetermination that an emergency exists or that a need to take immediate action onthe item came to the attention of the District subsequent to the posting of theagenda.a.Approval of AgendaRECESS INTO CLOSED SESSION2.CLOSED SESSIONa.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION[Government Code Section 54956.9(d)(1)]Name of Case: East Valley Water District v. Brucie Cagle, et al., CASENO. CIVSB 2112619b.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION[Government Code Section 54956.9(d)(1)]Name of Case: East Valley Water District v. Marilyn Rock, CASE NO. CIVDS20168385:30 PM RECONVENE MEETINGPLEDGE OF ALLEGIANCEROLL CALL OF BOARD MEMBERSANNOUNCEMENT OF CLOSED SESSION ACTIONS ITEMSPUBLIC COMMENTS3.APPROVAL OF CONSENT CALENDARAll matters listed under the Consent Calendar are considered by the Board ofDirectors to be routine and will be enacted in one motion. There will be nodiscussion of these items prior to the time the board considers the motion unlessmembers of the board, the administrative staff, or the public request specific itemsto be discussed and/or removed from the Consent Calendar.a.Approval of November 10, 2021 Regular Board Meeting Minutesb.Approval of Directors' Fees and Expenses for December 2021c.Financial Statements for November 2021d.November 2021 Disbursements: Accounts payable disbursements for theperiod include check numbers 258597 through 258708, bank drafts, and ACHpayments in the amount of $5,924,079.71 and $437,529.66 for payrolle.Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Ratef.Adoption of Resolution 2022.01 ­ Findings and Determinations RegardingTeleconference Meetingsg.Approval of December 8, 2021 Regular Board Meeting Minutes4.INFORMATIONAL ITEMSa.Succession Planning Ad­Hoc Committee Update5.DISCUSSION AND POSSIBLE ACTION ITEMSa.Consider Materials Testing and Inspection Services Contract Amendment forthe Sterling Natural Resource Center (SNRC)b.Consider Sterling Natural Resource Center ­ Third Amendment to the RegionalRegional Recycled Water Facilities Reimbursement Agreement6.REPORTSa.Board of Directors’ Reports b.General Manager/CEO Report c.Legal Counsel Report d.Board of Directors’ Comments ADJOURN Agenda Item #3a January 12, 20221 Meeting Date: January 12, 2022 Agenda Item #3a Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approval of November 10, 2021 Regular Board Meeting Minutes RECOMMENDATION Staff recommends that the Board of Directors approve the November 10, 2021 Regular Board Meeting Minutes. BACKGROUND / ANALYSIS N/A AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability B. Utilize Effective Communication Methods REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS November 10, 2021 regular meeting minutes Regular Board Meeting Via Teleconference Meeting Date: November 10, 2021 CALL TO ORDER The Chairman of the Board called the meeting to order at 5:31 p.m. PLEDGE OF ALLEGIANCE Chairman Smith led the flag salute. ROLL CALL OF BOARD MEMBERS PRESENT Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT Directors: None STAFF John Mura, General Manager/CEO; Brian Tompkins, Chief Financial Officer; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy, Director of Strategic Services; Kerrie Bryan, Director of Administrative Services; Justine Hendricksen, District Clerk; Shayla Antrim, Sr. Administrative Assistant LEGAL COUNSEL Jean Cihigoyenetche GUESTS Members of the public Draft pending approval PUBLIC COMMENTS Chairman Smith declared the public participation section of the meeting open at 5:32 p.m. There being no written or verbal comments, the public participation section was closed. 1.APPROVAL OF AGENDA a.Approval of Agenda A motion was made by Director Coats, seconded by Vice Chairman Goodrich, that the Board approve the November 10, 2021 agenda as submitted. The motion carried by the following roll call vote: Ayes: Carrillo, Goodrich, Coats, Morales, Smith Noes: None Absent: None 2.APPROVAL OF CONSENT CALENDAR a. Financial Statements for September 2021 b. Approve Directors’ Fees and Expenses for October 2021 c. Consider Adoption of Resolution 2021.22, Findings and Determinations Regarding Teleconference Meetings A motion was made by Director Carrillo, seconded by Vice Chairman Goodrich, that the Board approve the Consent Calendar items as submitted. The motion carried by the following roll call vote: Ayes: Coats, Goodrich, Carrillo, Morales, Smith Noes: None Absent: None 3.INFORMATIONAL ITEMS a.Redesign of Current Monthly Bill The Director of Strategic Services provided information regarding enhancements being made to the District’s monthly bill. She stated that ratepayers will be provided with a comprehensive breakdown of water and wastewater services and has been designed in a manner for a seamless transition once the Sterling Natural Resource Center becomes operational. She stated that the bill redesign has been discussed with members of the community and presented to the Community Advisory Commission. She provided a visual sample of the proposed redesigned bill. Information only. b.Conservation Update The Director of Strategic Services discussed the current drought emergency declared by the Governor and provided information on the District’s rebate programs. She stated that due to the state of emergency, the District has access to drought funding. The Bunker Hill Basin is currently in a healthy position. She also reviewed the District’s Water Loss Audit Report results. Information only. 4.DISCUSSION AND POSSIBLE ACTION ITEMS a.Consider Adoption of Resolution 2021.17 - Replacing Reimbursement Resolution 2019.02 The Chief Financial Officer provided information regarding staff’s recommendation that the Board authorize staff to request $14 million in additional funding from the State Revolving Fund for the Sterling Natural Resource Center project. He stated that the increase in funding is for an additional loan amount, bringing the loan to $164 million. He described the two components of the project that make up the request for an increase in funding. He stated that the District will need to go through the approval process again by submitting an amended application to the State Water Resources Control Board and he does not expect any problems with the approval. A motion was made by Vice Chairman Goodrich, seconded by Director Morales, that the Board adopt resolution 2021.17, replacing Resolution 2019.02. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None b.Consider Approval of Groundwater Monitoring Well Construction Contract for the Sterling Natural Resource Center The Director of Engineering stated that the treatment of wastewater to produce recycled water for groundwater recharge involves extensive regulations and permitting administered by the State Water Resource Control Board. He added that these regulations require monitoring wells to allow sampling of the groundwater so that the changes in the water quality can be measured. He further provided details of the well monitoring process and is requesting that the District enter into a contract with Geoscience Support Services, Inc. due to their history of groundwater modeling work for the Sterling Natural Resource Center project. A motion was made by Director Coats, seconded by Vice Chairman Goodrich, that the Board authorize the General Manager/CEO to execute a contract with Geoscience Support Services, Inc. for a not-to-exceed amount of $1,047,486. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None 5.REPORTS a.Board of Directors’ Reports Director Coats reported on the following: November 1 he was provided a tour of the Sterling Natural Resource Center where he received updates on construction progress; November 2 he participated in the San Bernardino Valley Municipal Water District Board meeting where they officially dissolved the Advisory Commission on Water Policy and adopted the new Upper Santa Ana River Water Forum; November 4 he discussed District business with the General Manager/CEO; November 5 he attended a tour of the San Bernardino Valley Water Conservation District’s facilities; November 8 he participated in the Association of San Bernardino County Special Districts Board meeting where they discussed the upcoming membership meeting; and November 9 he met with the General Manager/CEO to discuss District business. Director Morales reported on the following: November 2 he participated in the Association of California Water Agencies (ACWA) Region 9 conference call to discuss the upcoming conference; November 4 he participated in a call with the ACWA staff to discuss local regional rules and changes for possible adoption at the upcoming fall conference; November 5 he attended a tour of the San Bernardino Valley Water Conservation District’s facilities; November 8 he participated in the ACWA Region 9 meeting where they discussed the transition of the incoming chairman of the region; and November 9 he participated in the San Bernardino Board of Water Commissioners meeting where they reported out on the 2x2x2 Recycled Water Ad-hoc Committee meeting. Director Carrillo reported on the following: November 3 he participated in the City of San Bernardino City Council meeting and November 9 he met with the General Manager/CEO to discuss District business. Vice Chairman Goodrich reported on the following: November 4 he participated in agenda review with the General Manager/CEO and November 8 he participated in the 2x2x2 Regional Recycled Water Ad-hoc Committee meeting. Chairman Smith reported on the following: November 4 he participated in agenda review with the General Manager/CEO; November 6 he attended the Veteran’s Day ceremony where staff from East Valley Water District participated by handing out water; November 8 he participated in the 2x2x2 Regional Recycled Water Ad-hoc Committee meeting; November 9 he met with the General Manager/CEO to discuss District business; and November 10 he attended the San Bernardino Valley Water Conservation District’s Board meeting with nothing to report. b.General Manager/CEO Report The General Manager/CEO reported on the following: He provided an update on the Greenspot Road closure. He stated that it is still in place and has been adjusted to allow public access to the District headquarters. Individuals traveling along Greenspot Road can visit the headquarters via a temporary road or by traveling the back way, through Mentone. Please follow posted construction signs and slow for the cone. He stated that November 8, the District hosted lunch for workers at the Sterling Natural Resource Center site. He stated that International Fraud Awareness Week is November 14-20 and East Valley Water District has partnered with organizers to continue supporting a culture of transparency and integrity. The global campaign aims to prevent fraud through anti-fraud awareness and education, with the District taking an active role to protect and enhance the fraud-resilient culture. He announced that on December 2, he will be on sitting on a panel regarding the future of California’s water workforce and discussing the District’s Pathway Program at the Association of California Water Agencies Fall Conference. The General Manager/CEO informed the Board of upcoming events: November 11 - In observance of Veterans Day, the District’s office and customer service lines will be closed November 18 @6:00 p.m. - Community Advisory Commission meeting November 22 @2:30 p.m. - Engineering & Operations Committee meeting November 25 - 26 - In observance of the Thanksgiving holiday, the District’s office and customer service lines will be closed and the November 24 Board meeting has been canceled c.Legal Counsel Report Legal Counsel provided additional information regarding Metropolitan Water District’s approval of a resolution that recognizes the current state of emergency and extends extra authority to their general manager to enter into certain agreements based upon specified conditions outlined in the resolution. d.Board of Directors’ Comments Director Morales thanked Board and staff for attending the Veteran’s Day ceremony that took place last Saturday. Director Coats wished the Marine Corp a happy 24th birthday. ADJOURN Chairman Smith adjourned the meeting at 6:42 p.m. David E. Smith, Board President John Mura, Secretary Agenda Item #3b January 12, 20221 2 7 7 Meeting Date: January 12, 2022 Agenda Item #3b Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approval of Directors' Fees and Expenses for December 2021 RECOMMENDATION Staff recommends that the Board of Directors approve the Governing Board Members' Fees and Expenses for December 2021. BACKGROUND / ANALYSIS The Board has instructed staff to list all director fees and expenses as a separate agenda item to show full fiscal transparency. Only after Board review and approval will the compensation and expenses be paid. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT This fiscal impact associated with this agenda item is $7,448.39, which is included in the current fiscal year budget. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk Agenda Item #3b January 12, 20222 2 7 7 Meeting Date: January 12, 2022 Agenda Item #3b Consent Item ATTACHMENTS December 2021 Director Expense Reports Name: Month / Year:2021 Meeting No.Stipend Written Oral 1 12 /06 175 2 12 /08 175 3 12 /14 175 4 12 /15 175 5 12 /17 175 3 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Meetings 0.56/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $0.00 Mileage Miscellaneous Reimbursement Description City of San Bernardino Council Meeting Meeting with General Manager/CEO or Designee Expense Type $875.00 $0.00 Reimbursement Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Chris Carrillo Date Meeting / Event Description Date Meeting with General Manager/CEO or Designee Regular Board Meeting Inland Action $875.00 Chris Carrillo December / 0.00 X ( 5 ) Report Provided Subtotal Meetings' Stipend Mileage DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2021 1 2 3 4 5 Chris Carrillo December / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Meeting with CEO Mura to review agenda for regular board meeting. 12 / 6 / 2021 Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Meeting Date:12 / 8 / 2021 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Meeting Date:12 / 14 / 2021 Event Description:Inland Action Attended regular board meeting. Brief Description of Meeting/Event Value to EVWD Attended Inland Action meeting via Zoom. Meeting Date:12 / 15 / 2021 Event Description:City of San Bernardino Council Meeting Brief Description of Meeting/Event Value to EVWD Attend City of San Bernardino council meeting virtually. Meeting Date:12 / 17 / 2021 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD Phone cal with CEO Mura to discuss district business. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2021 Meeting No.Stipend Written Oral 1 12 /02 175 2 12 /03 175 3 12 /06 175 4 12 /07 175 5 12 /08 175 6 12 /09 175 7 12 /13 175 8 12 /13 0 9 12 /15 175 10 11 12 13 14 15 16 17 18 19 20 Meetings 0.56/mi No. 1 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $0.00 Mileage Miscellaneous Reimbursement Description Finance & Human Resources Committee Meeting Regular Board Meeting Legislative & Public Affairs Committee Meeting Executive Recruitment Committee Agenda Review Expense Type $1,400.00 $0.00 Reimbursement Administration Signature I certify that the above is correct and accurate to the best of my knowledge. Phillip R. Goodrich Date Meeting / Event Description Date ACWA Event Agenda Review Meeting with General Manager/CEO or Designee $1,400.00 Phillip R. Goodrich December / 0.00 X ( 8 ) Report Provided Subtotal Meetings' Stipend Mileage Special Board Meeting DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2021 1 2 3 4 5 Phillip R. Goodrich December / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Attend Day 2 of the ACWA winter Coference sat in on variuos breakout sessions 12 / 2 / 2021 ACWA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:12 / 3 / 2021 Event Description:Agenda Review Brief Description of Meeting/Event Value to EVWD Meeting Date:12 / 6 / 2021 Event Description:Meeting with General Manager/CEO or Designee Meet with CEO and staff for review of current Agenda Brief Description of Meeting/Event Value to EVWD Monthly meeting with CEO updates on all District affairs Meeting Date:12 / 7 / 2021 Event Description:Finance & Human Resources Committee Meeting Brief Description of Meeting/Event Value to EVWD Attend Finance Committee meeting for review and update on District Annual audit Meeting Date:12 / 8 / 2021 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Attend regular board meeting refer to minutes DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2021 6 7 8 9 10 Meeting Date:12 / 9 / 2021 Event Description:Legislative & Public Affairs Committee Meeting Brief Description of Meeting/Event Value to EVWD Attend legisilative and public affairs committee and received department updates Meeting Date:12 / 13 / 2021 Event Description:Executive Recruitment Committee Brief Description of Meeting/Event Value to EVWD Attend executive recruitment committee updates on RFP progress Meeting Date:12 / 13 / 2021 Event Description:Agenda Review Brief Description of Meeting/Event Value to EVWD Meet with CEO and staff for review of special meeting agenda Meeting Date:12 / 15 / 2021 Event Description:Special Board Meeting Brief Description of Meeting/Event Value to EVWD Attend special board meeting refer to minutes Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Phillip R. Goodrich December / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2021 Meeting No.Stipend Written Oral 1 12 /01 175 2 12 /02 175 3 12 /03 175 4 12 /07 175 5 12 /08 175 6 12 /10 175 7 12 /13 0 8 12 /13 175 9 12 /14 175 10 12 /15 175 11 12 /16 175 12 13 14 15 16 17 18 19 20 Meetings 0.56/mi No. 1 12 / 2 3 4 5 6 7 8 9 10 Subtotal TOTAL PAYMENT Date of Approval $378.95 ACWA Statewide Trade Association Conference Mileage 62.00 62.00 Miscellaneous Reimbursement Description Special Board Meeting Meeting with General Manager/CEO or Designee Special Board Meeting Regular Board Meeting East Valley Association of Realtors ACWA Event Meeting with General Manager/CEO or Designee Expense Type $1,750.00 $69.44 Reimbursement 378.95Lodging Administration Signature I certify that the above is correct and accurate to the best of my knowledge. James Morales, Jr. Date Meeting / Event Description Date ACWA Event ACWA Event ACWA Event $2,198.39 James Morales, Jr.December / 124.00 X ( 10 ) Report Provided Subtotal Meetings' Stipend Mileage San Bernardino Valley MWD DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET 1 Name: Month / Year:2021 1 2 3 4 5 James Morales, Jr.December / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. Meeting Date: Event Description: Statewide trade association conference. Educational forums. 12 / 1 / 2021 ACWA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:12 / 2 / 2021 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD Meeting Date:12 / 3 / 2021 Event Description:ACWA Event Statewide trade association conference. Annual statewide elections and educational forums. Brief Description of Meeting/Event Value to EVWD Statewide trade association conference. Region 9 local board meeting, Region 9 educational session featuring JPL/NASA, EVWD panel speaker. Meeting Date:12 / 7 / 2021 Event Description:Special Board Meeting Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. Meeting Date:12 / 8 / 2021 Event Description:Regular Board Meeting Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 2 Name: Month / Year:2021 6 7 8 9 10 Meeting Date:12 / 10 / 2021 Event Description:East Valley Association of Realtors Brief Description of Meeting/Event Value to EVWD Board report assignment. Monthly Legislative meeting. Provided drought, district, and SNRC update. Meeting Date:12 / 13 / 2021 Event Description:ACWA Event Brief Description of Meeting/Event Value to EVWD Special board meeting regarding property disposition. No charge, more than one meeting on the day. Meeting Date:12 / 13 / 2021 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD District operational update and SNRC update. Meeting Date:12 / 14 / 2021 Event Description:San Bernardino Valley MWD Brief Description of Meeting/Event Value to EVWD Committee meeting EVWD presenting SNRC update. Board report assignment. Meeting Date:12 / 15 / 2021 Event Description:Special Board Meeting Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. James Morales, Jr.December / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 3 Name: Month / Year:2021 11 12 13 14 15 Meeting Date:12 / 16 / 2021 Event Description:Meeting with General Manager/CEO or Designee Brief Description of Meeting/Event Value to EVWD District update and SNRC update. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Regular board meeting. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD No charge, more than 10 meetings in reporting period. Board report assignment. Conservation report. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Region 9 conference program work group. Meeting Date: Event Description: Brief Description of Meeting/Event Value to EVWD Please refer to public agenda. James Morales, Jr.December / As part of the District's commitment to transparency, please provide a brief description of any meeting/event(s) that you will not be providing a report during the Board meeting at which your Director's Expense Sheet is being approved. DIRECTOR EXPENSE / REIMBURSEMENT ACTIVITY SHEET AB 1234 SUPPLEMENTAL REPORT FORM 4 Agenda Item #3c January 12, 20221 2 7 8 Meeting Date: January 12, 2022 Agenda Item #3c Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Financial Statements for November 2021 RECOMMENDATION Staff recommends that the Board of Directors (Board) accept and file the attached financial statements as of, and for the period ended, November 30, 2021. BACKGROUND / ANALYSIS Included herewith for the Board’s review is a summary of East Valley Water District’s financial results, as of November 30, 2021. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by the Finance Department. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Brian Tompkins Chief Financial Officer Agenda Item #3c January 12, 20222 2 7 8 Meeting Date: January 12, 2022 Agenda Item #3c Consent Item ATTACHMENTS 1. November 2021 Financial Statement Monthly Review 2. November 2021 Financial Statements FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 1 The following is a highlight summary of the District’s financial results as of November 30, 2021. Please note all values presented are in millions (unless otherwise noted). Statement of Net Position Total assets at November 30, 2021 are $365.89 million. CLASSIFICATION WATER WASTEWATER DISTRICT TOTAL Cash and Investments $ 12.85 $ 5.45 $ 18.30 Utility Plant, Net 103.49 18.21 121.70 Other Assets 49.23 176.66 225.89 Current Liabilities 11.30 19.59 30.89 Long Term Liabilities 48.31 141.88 190.19 Beginning Net Position 100.85 38.28 139.13 Change in Equity 5.11 0.59 5.70 TOTAL NET POSITION $ 105.96 $ 38.87 $ 144.83 Cash and Investments are $18.30 million for the month of November, a decrease of $2.7 million from the prior month. In November, the District paid $3.42 million for construction costs invoiced through September. The Water Fund’s Due from Other Governments continues to include Claim 23 for construction costs incurred for the SNRC bringing the ending balance to $19.42 million. FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 2 $0 $5 $10 $15 $20 $25 $30 Mi l l i o n s CASH & INVESTMENTS Restricted Unrestricted Comparing current assets to current liabilities, the District has a current ratio at November 30, 2021 of 1.49 to 1, with 2 to 1 being an indication of sound financial condition. Statement of Revenues & Expenses Operating results are presented in three ways in the attached financial statements for the period ending November 30, 2021. First is a one-page summary with monthly and year- to-date totals for revenue and expenses, presented by Expense Category. Second is a one-page summary with monthly and year-to-date totals for Revenues and Expense by Program. Third is a Budget-to-Actual presentation of program expense detail. FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 3 Total Revenues & Expenses through November 30, 2021 are summarized below (in millions): Column1 WATER WASTEWATER DISTRICT TOTAL Revenue $ 13.60 $ 5.93 $ 19.53 Expense 8.48 5.34 13.82 Water Sales for the month ending November 30, 2021 were $1.3M; $643K under staff projections for the month and $256K over projections year-to-date. $- $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 Mi l l i o n s WATER SALES BY TIER Tier 1 Tier 2 Tier 3 FY 2021-22 Projection FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 4 Water Sales by Customer Class The table below shows the District’s water sales for the month of November 2021 by customer class. The following icons are to compliment the graph below: positive change, no change, negative change when comparing actuals versus projections. CUSTOMER CLASS ACTUAL PROJECTION $ VARIANCE % VARIANCE Residential 774,335$ 1,067,000$ (292,665)$ -27% Multi-Family 279,559 423,000 (143,441) -34% Commercial 98,372 184,000 (85,628) -47% Irrigation 152,062 274,000 (121,938) -45% TOTAL $1,304,328 $ 1,948,000 $ (643,672)-33% The following table displays customer class by tier for the month of November 2021: CUSTOMER CLASS TIER ACTUAL PROJECTION $ VARIANCE % VARIANCE Residential Tier 1 312,804$ 399,000$ (86,196)$ -22% Residential Tier 2 240,269 351,000 (110,731) -32% Residential Tier 3 221,262 317,000 (95,738) -30% Multi-Family Tier 1 135,501 173,000 (37,499) -22% Multi-Family Tier 2 59,438 105,000 (45,562) -43% Multi-Family Tier 3 84,620 145,000 (60,380) -42% Commercial Tier 1 79,177 85,000 (5,823) -7% Commercial Tier 2 4,199 12,000 (7,801) -65% Commercial Tier 3 14,996 87,000 (72,004) -83% Irrigation Tier 2 71,629 125,000 (53,371) -43% Irrigation Tier 3 80,433 149,000 (68,567) -46% TOTAL $ 1,304,328 $ 1,948,000 $ (643,672)-33% Legend - Positive Change in Actuals - Neutral Change in Actuals - Negative Change in Actuals FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 5 The chart below is a comparative illustration of Water Revenue year-to-date compared to last year’s Water Revenue year-to-date as of November 2020. As noted in the graph, Water Revenue experienced a decrease over last year. Water consumption decreased 138.43 million gallons (185K HCF) compared to November of 2020. $- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 $14.0 $16.0 11/30/2020 11/30/2021 Mi l l i o n s COMPARATIVE MONTHLY WATER REVENUE (WATER SALES & METER CHARGES) Meter Tier 1 Tier 2 Tier 3 Total -$13,750,098 Total -$13,257,295 FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 6 Water Fund Activities by Cost Center The graph below provides a year-to-date comparison of the Water Fund operating cost centers for FY 2020-21 and FY 2021-22. FINANCIAL STATEMENTS MONTHLY REVIEW MONTH ENDING NOVEMBER 30, 2021 page | 7 Wastewater Fund Activities by Cost Center The graph below provides a year-to-date comparison of the Wastewater Fund operating cost centers for FY 2020-21 and FY 2021-22. WATER WASTEWATER DISTRICT TOTAL Assets: Current Assets: 01 Cash and Cash Equivalents 4,157,877.62$ -$ 4,157,877.62$ 02 Investments 2,417,572.36 1,361,154.14 3,778,726.50 03 Accounts Receivable, Net 6,216,547.10 339,941.15 6,556,488.25 04 -Interest Receivable - 3,377.19 3,377.19 14*05 Other Receivables 767,875.17 - 767,875.17 07 Due from Sewer Fund 10,398,368.71 - 10,398,368.71 06 Due from Other Governments 11,354,856.01 8,068,896.99 19,423,753.00 08 Inventory 552,982.79 6,721.16 559,703.95 09 Prepaid Expenses 313,149.32 55,806.64 368,955.96 36,179,229.08 9,835,897.27 46,015,126.35 Non-Current Assets: 10 Restricted Cash and Cash Equivalents 6,275,162.77 4,091,010.37 10,366,173.14 11 Capital Assets not being Depreciated 16,166,400.58 167,027,559.67 183,193,960.25 13 Capital Assets, Net 103,493,699.88 18,214,035.68 121,707,735.56 125,935,263.23 189,332,605.72 315,267,868.95 Total Assets:162,114,492.31 199,168,502.99 361,282,995.30 Deferred Outflow Of Resources 24*Deferred Charge on Refunding 644,319.05 302,123.06 946,442.11 25 Deferred Outflows - Pensions 2,812,884.34 857,570.73 3,670,455.07 165,571,695.70 200,328,196.78 365,899,892.48 Current Liabilities: 22 Accounts Payable and Accrued Expenses 6,929,460.62 699,105.99 7,628,566.61 29 Due to Water Fund - 10,398,368.71 10,398,368.71 23 Accrued Payroll and Benefits 5,088.44 - 5,088.44 15 Customer Service Deposits 1,339,356.38 - 1,339,356.38 16 Construction Advances and Retentions 149,442.60 8,231,040.31 8,380,482.91 17 Accrued Interest Payable 270,191.47 25,124.88 295,316.35 18 Current Portion of Compensated Absences 494,407.20 135,849.80 630,257.00 19 Current Portion of Long-Term Debt 2,113,921.97 96,250.00 2,210,171.97 11,301,868.68 19,585,739.69 30,887,608.37 Non-Current Liabilities: 20 Compensated Absences, less current portion 294,688.73 65,886.00 360,574.73 28 Net Pension Liability 9,421,282.28 2,892,011.95 12,313,294.23 21 Long Term Debt, Less Current Portion 38,320,169.37 138,859,666.10 177,179,835.47 27 Other Liabilities 1,173.64 - 1,173.64 Deferred Inflows Of Resources 26 Deferred Inflows - Pensions 273,164.94 57,715.59 330,880.53 48,310,478.96 141,875,279.64 190,185,758.60 59,612,347.64 161,461,019.33 221,073,366.97 31 Equity 100,846,616.21 38,278,814.83 139,125,431.04 100,846,616.21 38,278,814.83 139,125,431.04 Tot Total Revenue 13,597,300.08 5,932,079.55 19,529,379.63 Tot Total Expense 8,484,568.23 5,343,716.93 13,828,285.16 5,112,731.85 588,362.62 5,701,094.47 105,959,348.06 38,867,177.45 144,826,525.51 165,571,695.70$ 200,328,196.78$ 365,899,892.48$ Total Liabilities, Equity and Current Surplus (Deficit): Total Beginning Equity: Equity: Revenues Over/Under Expenses Total Current Liabilities: Total Non-Current and Deferred Inflows of Resources: Total Liabilities and Deferred Inflows of Resources: Unaudited As of November 30, 2021 Combining Schedule of Net Position Total Equity and Current Surplus (Deficit): Total Assets and Deferred Outflows of Resources: Total Current Assets: Total Non-Current Assets: Page 1 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Revenue 41 Water Sales 1,304,327.42$ 9,461,590.00$ 17,488,000.00$ -$ -$ -$ 17,488,000.00$ 8,026,410.00$ 42 Meter Charges 759,893.59 3,795,770.31 9,280,000.00 - - - 9,280,000.00 5,484,229.69 43 Penalties 25,837.05 101,280.56 134,000.00 10,113.40 40,955.69 130,000.00 264,000.00 121,763.75 44 Wastewater System Charges - - - 380,759.02 1,993,764.16 4,815,000.00 4,815,000.00 2,821,235.84 45 Wastewater Treatment Charges - - - 685,511.39 3,749,333.42 8,708,000.00 8,708,000.00 4,958,666.58 46 Other Operating Revenue 6,680.45 220,491.23 56,000.00 - 148,026.28 649,000.00 705,000.00 336,482.49 47 Non Operating Revenue 8,363.31 18,167.98 214,000.00 - - 30,000.00 244,000.00 225,832.02 48 Gain or Loss on Disposition - - - - - - - - 56 Benefits - - - - - - - - 68 Depreciation - - - - - - - - Revenue Total: 2,105,101.82 13,597,300.08 27,172,000.00 1,076,383.81 5,932,079.55 14,332,000.00 41,504,000.00 21,974,620.37 - - - - - Expense by Category 51 Labor 421,376.86 2,111,643.35 5,440,500.00 119,253.18 568,494.02 2,239,500.00 7,680,000.00 4,999,862.63 56 Benefits 140,265.47 1,661,368.96 2,934,350.00 37,795.27 461,717.16 1,086,650.00 4,021,000.00 1,897,913.88 63 Contract Services 406,611.62 1,511,003.88 4,689,100.00 773,079.20 4,023,374.75 9,389,900.00 14,079,000.00 8,344,621.37 65 Professional Development 5,471.43 84,712.79 321,650.00 1,637.61 31,964.61 102,350.00 424,000.00 307,322.60 53 Overtime 26,684.76 171,214.92 356,100.00 2,297.38 7,064.36 30,900.00 387,000.00 208,720.72 62 Materials and Supplies 178,028.12 835,740.44 1,268,450.00 3,647.00 41,707.73 315,550.00 1,584,000.00 706,551.83 64 Utilities 206,020.80 938,661.34 2,620,650.00 23,267.16 47,329.49 177,350.00 2,798,000.00 1,812,009.17 52 Temporary Labor - - - - - - - - 67 Other 7,905.69 646,253.80 866,200.00 1,955.51 161,121.05 161,800.00 1,028,000.00 220,625.15 54 Standby 2,768.00 13,736.87 33,000.00 112.00 943.76 2,000.00 35,000.00 20,319.37 61 Water Supply 3,086.69 494,640.69 768,000.00 - - - 768,000.00 273,359.31 71 -Debt Service - 15,591.19 3,082,000.00 - - 270,000.00 3,352,000.00 3,336,408.81 81 -Capital Improvement 105,310.79 205,187.08 3,712,000.00 14,240.00 304,771.21 217,000.00 3,929,000.00 3,419,041.71 82 -Capital Outlay 2,660.00 53,520.81 1,080,000.00 - - 50,000.00 1,130,000.00 1,076,479.19 83 -Accounting Income Add back (107,970.79) (258,707.89) - (14,240.00) (304,771.21) - - 563,479.10 Expense Total: 1,398,219.44 8,484,568.23 27,172,000.00 963,044.31 5,343,716.93 14,043,000.00 41,215,000.00 27,186,714.84 Total Surplus (Deficit): 706,882.38$ 5,112,731.85$ -$ 113,339.50$ 588,362.62$ -$ -$ -$ Unaudited Revenue and Expense Budget-to-Actual by Category Month Ended November 30, 2021 WATER WASTEWATER DISTRICT WIDE Page 2 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Revenue 41 Water Sales 1,304,327.42$ 9,461,590.00$ 17,488,000.00$ -$ -$ -$ 17,488,000.00$ 8,026,410.00$ 42 Meter Charges 759,893.59 3,795,770.31 9,280,000.00 - - - 9,280,000.00 5,484,229.69 43 Penalties 25,837.05 101,280.56 134,000.00 10,113.40 40,955.69 130,000.00 264,000.00 121,763.75 44 Wastewater System Charges - - - 380,759.02 1,993,764.16 4,815,000.00 4,815,000.00 2,821,235.84 45 Wastewater Treatment Charges - - - 685,511.39 3,749,333.42 8,708,000.00 8,708,000.00 4,958,666.58 46 Other Operating Revenue 6,680.45 220,491.23 56,000.00 - 148,026.28 649,000.00 705,000.00 336,482.49 47 Non Operating Revenue 8,363.31 18,167.98 214,000.00 - - 30,000.00 244,000.00 225,832.02 Revenue Total: 2,105,101.82 13,597,300.08 27,172,000.00 1,076,383.81 5,932,079.55 14,332,000.00 41,504,000.00 21,974,620.37 - - - - - Progra 1000 - Board of Directors 9,352.72 58,958.99 170,800.00 4,008.31 24,861.17 73,200.00 244,000.00 160,179.84 Progra 2000 - General Administration 51,351.61 396,484.39 931,500.00 20,200.71 158,456.42 397,500.00 1,329,000.00 774,059.19 Progra 2100 - Human Resources 36,956.98 827,267.96 1,322,400.00 8,981.10 212,538.49 349,600.00 1,672,000.00 632,193.55 Progra 2200 - Public Affairs 197,986.93 413,409.89 1,340,900.00 28,146.39 166,527.90 503,100.00 1,844,000.00 1,264,062.21 Progra 2300 - Conservation 45,938.89 151,808.02 614,000.00 - - - 614,000.00 462,191.98 Progra 3000 - Finance 75,048.63 422,476.90 890,250.00 32,122.08 176,803.82 380,750.00 1,271,000.00 671,719.28 Progra 3200 - Information Technology 27,433.02 216,897.87 895,900.00 18,389.58 123,756.65 341,100.00 1,237,000.00 896,345.48 Progra 3300 - Customer Service 65,674.89 378,767.76 1,022,400.00 33,690.14 186,923.83 424,600.00 1,447,000.00 881,308.41 Progra 3400 - Meter Service 25,308.53 114,078.65 321,000.00 - 107.17 - 321,000.00 206,814.18 Progra 4000 - Engineering 49,911.76 351,562.94 1,114,400.00 26,203.49 146,569.77 477,600.00 1,592,000.00 1,093,867.29 Progra 5000 - Water Production 234,595.69 2,199,888.75 4,539,000.00 - - - 4,539,000.00 2,339,111.25 Progra 5100 - Water Treatment 113,565.60 492,989.82 900,000.00 - - - 900,000.00 407,010.18 Progra 5200 - Water Quality 27,595.47 213,682.29 521,000.00 - - - 521,000.00 307,317.71 Progra 6000 - Field Maintenance Administration 24,359.01 243,559.03 378,000.00 2,648.86 17,535.17 42,000.00 420,000.00 158,905.80 Progra 6100 - Water Maintenance 275,214.50 1,316,688.13 2,808,000.00 - - - 2,658,000.00 1,341,311.87 Progra 6200 - Wastewater Maintenance - - - 766,172.50 4,026,787.12 10,216,000.00 10,216,000.00 6,189,212.88 Progra 7000 - Facilities Maintenance 100,765.13 425,324.56 971,750.00 18,949.64 72,224.61 244,250.00 1,216,000.00 718,450.83 Progra 7100 - Fleet Maintenance 37,160.08 245,131.09 506,700.00 3,531.51 30,624.81 56,300.00 563,000.00 287,244.10 Progra 8000 - Capital - 15,591.19 7,874,000.00 - - 537,000.00 8,411,000.00 8,395,408.81 Total Surplus (Deficit):706,882.38$ 5,112,731.85$ -$ 113,339.50$ 588,362.62$ -$ -$ -$ Revenue and Expense Budget-to-Actual by Program Month Ended November 30, 2021 Unaudited WATER WASTEWATER DISTRICT WIDE Page 3 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Revenue 41 Water Sales 1,304,327.42$ 9,461,590.00$ 17,288,000.00$ -$ -$ -$ 17,288,000.00$ 7,826,410.00$ 42 Meter Charges 759,893.59 3,795,770.31 9,280,000.00 - - - 9,280,000.00 5,484,229.69 43 Penalties 25,837.05 101,280.56 134,000.00 10,113.40 40,955.69 130,000.00 264,000.00 121,763.75 44 Wastewater System Charges - - - 380,759.02 1,993,764.16 4,815,000.00 4,815,000.00 2,821,235.84 45 Wastewater Treatment Charges - - - 685,511.39 3,749,333.42 8,708,000.00 8,708,000.00 4,958,666.58 46 Other Operating Revenue 6,680.45 220,491.23 56,000.00 - 148,026.28 649,000.00 705,000.00 336,482.49 47 Non Operating Revenue 8,363.31 18,167.98 214,000.00 - - 30,000.00 244,000.00 225,832.02 48 Gain or Loss on Disposition - - - - - - - - 56 Benefits - - - - - - - - 68 Depreciation - - - - - - - - Revenue Total: 2,105,101.82 13,597,300.08 26,972,000.00 1,076,383.81 5,932,079.55 14,332,000.00 41,304,000.00 21,774,620.37 Program: 1000 - Board of Directors - - - 51 Labor 4,900.00$ 25,357.50$ 73,500.00$ 2,100.00$ 10,867.50$ 31,500.00$ 105,000.00$ 68,775.00$ 56 Benefits 3,849.60 24,480.64 61,600.00 1,649.84 10,491.76 26,400.00 88,000.00 53,027.60 62 Materials and Supplies - 105.00 1,400.00 - 45.00 600.00 2,000.00 1,850.00 63 Contract Services 256.20 319.62 13,300.00 109.80 136.98 5,700.00 19,000.00 18,543.40 65 Professional Development 346.92 8,696.23 21,000.00 148.67 3,319.93 9,000.00 30,000.00 17,983.84 Program: 1000 - Board of Directors Total: 9,352.72 58,958.99 170,800.00 4,008.31 24,861.17 73,200.00 244,000.00 160,179.84 Program: 2000 - General Administration - - - 51 Labor 27,430.65 139,731.92 387,100.00 11,755.99 57,040.12 165,900.00 553,000.00 356,227.96 53 Overtime 234.62 752.70 2,100.00 100.55 305.84 900.00 3,000.00 1,941.46 56 Benefits 10,946.34 138,919.22 237,300.00 2,884.17 50,933.08 101,700.00 339,000.00 149,147.70 62 Materials and Supplies 268.62 969.65 3,500.00 115.12 415.55 1,500.00 5,000.00 3,614.80 63 Contract Services 11,865.00 64,158.10 209,300.00 5,085.00 27,496.33 89,700.00 299,000.00 207,345.57 64 Utilities 149.29 672.34 2,800.00 63.98 288.15 1,200.00 4,000.00 3,039.51 65 Professional Development 457.09 51,280.46 89,400.00 195.90 21,977.35 36,600.00 126,000.00 52,742.19 Program: 2000 - General Administration Total: 51,351.61 396,484.39 931,500.00 20,200.71 158,456.42 397,500.00 1,329,000.00 774,059.19 Program: 2100 - Human Resources - - - - 51 Labor 17,121.92 76,729.00 207,200.00 4,280.49 18,032.99 88,800.00 296,000.00 201,238.01 52 Temporary Labor - - - - - - - - 53 Overtime - 135.21 2,100.00 - 33.80 900.00 3,000.00 2,830.99 56 Benefits 5,368.54 68,004.17 120,400.00 1,342.18 24,832.64 51,600.00 172,000.00 79,163.19 62 Materials and Supplies - - 4,900.00 - - 2,100.00 7,000.00 7,000.00 63 Contract Services 5,330.51 24,579.74 87,200.00 1,066.41 5,230.44 28,800.00 116,000.00 86,189.82 64 Utilities 44.82 177.62 700.00 19.21 76.12 300.00 1,000.00 746.26 65 Professional Development 1,269.21 13,172.28 39,200.00 317.30 3,214.94 16,800.00 56,000.00 39,612.78 67 Other 7,821.98 644,469.94 860,700.00 1,955.51 161,117.56 160,300.00 1,021,000.00 215,412.50 Program: 2100 - Human Resources Total: 36,956.98 827,267.96 1,322,400.00 8,981.10 212,538.49 349,600.00 1,672,000.00 632,193.55 Month Ended November 30, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Page 4 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended November 30, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 2200 - Public Affairs - - - - 51 Labor 28,590.25 145,775.47 398,400.00 11,532.16 56,158.21 170,600.00 569,000.00 367,066.32 52 Temporary Labor - - - - - - - - 53 Overtime 220.31 291.30 11,900.00 94.43 124.85 5,100.00 17,000.00 16,583.85 56 Benefits 7,503.03 71,477.06 185,500.00 3,075.06 51,138.54 79,500.00 265,000.00 142,384.40 62 Materials and Supplies 694.18 4,943.35 105,700.00 252.77 7,424.69 45,300.00 151,000.00 138,631.96 63 Contract Services 160,432.29 189,724.63 583,400.00 12,584.76 50,289.55 178,600.00 762,000.00 521,985.82 64 Utilities 125.58 841.79 29,400.00 426.66 1,239.36 12,600.00 42,000.00 39,918.85 65 Professional Development 421.29 356.29 26,600.00 180.55 152.70 11,400.00 38,000.00 37,491.01 Program: 2200 - Public Affairs Total: 197,986.93 413,409.89 1,340,900.00 28,146.39 166,527.90 503,100.00 1,844,000.00 1,264,062.21 Program: 2300 - Conservation - - - - 51 Labor 10,228.16 52,222.38 111,000.00 - - - 111,000.00 58,777.62 52 Temporary Labor - - - - - - - - 53 Overtime 145.62 145.62 7,000.00 - - - 7,000.00 6,854.38 56 Benefits 2,985.66 15,110.17 40,000.00 - - - 40,000.00 24,889.83 62 Materials and Supplies 26,421.99 61,912.61 176,000.00 - - - 176,000.00 114,087.39 63 Contract Services 5,815.06 22,076.06 213,000.00 - - - 213,000.00 190,923.94 64 Utilities 42.15 183.22 26,000.00 - - - 26,000.00 25,816.78 65 Professional Development 300.25 157.96 41,000.00 - - - 41,000.00 40,842.04 Program: 2300 - Conservation Total: 45,938.89 151,808.02 614,000.00 - - - 614,000.00 462,191.98 Program: 3000 - Finance - - - - 51 Labor 45,942.84 212,261.98 519,400.00 19,657.62 86,855.76 222,600.00 742,000.00 442,882.26 52 Temporary Labor - - - - - - - - 53 Overtime 1,955.91 4,518.91 9,100.00 838.26 1,852.93 3,900.00 13,000.00 6,628.16 56 Benefits 12,741.76 170,709.64 263,050.00 5,451.29 73,120.24 111,950.00 375,000.00 131,170.12 62 Materials and Supplies 951.08 1,735.92 7,700.00 407.60 743.96 3,300.00 11,000.00 8,520.12 63 Contract Services 11,660.85 26,731.45 67,200.00 4,997.51 11,437.04 28,800.00 96,000.00 57,831.51 64 Utilities 98.25 726.69 2,800.00 42.11 311.45 1,200.00 4,000.00 2,961.86 65 Professional Development 1,697.94 5,792.31 20,300.00 727.69 2,482.44 8,700.00 29,000.00 20,725.25 67 Other - - 700.00 - - 300.00 1,000.00 1,000.00 Program: 3000 - Finance Total: 75,048.63 422,476.90 890,250.00 32,122.08 176,803.82 380,750.00 1,271,000.00 671,719.28 Program: 3200 - Information Technology - - - - 51 Labor 14,321.95 72,239.78 256,200.00 11,348.45 55,072.88 109,800.00 366,000.00 238,687.34 52 Temporary Labor - - - - - - - - 53 Overtime - - - - - - - - 56 Benefits 3,386.36 34,173.04 139,300.00 2,873.40 21,333.04 59,700.00 199,000.00 143,493.92 62 Materials and Supplies 2,030.67 16,432.17 32,200.00 870.27 7,042.33 13,800.00 46,000.00 22,525.50 63 Contract Services 6,963.15 89,696.08 454,900.00 2,984.22 38,441.20 152,100.00 607,000.00 478,862.72 64 Utilities 730.89 2,887.50 4,900.00 313.24 1,237.50 2,100.00 7,000.00 2,875.00 65 Professional Development - 1,469.30 8,400.00 - 629.70 3,600.00 12,000.00 9,901.00 Program: 3200 - Information Technology Total: 27,433.02 216,897.87 895,900.00 18,389.58 123,756.65 341,100.00 1,237,000.00 896,345.48 Page 5 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended November 30, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 3300 - Customer Service - - - - 51 Labor 19,089.76 96,585.34 277,100.00 12,157.05 59,142.52 195,900.00 473,000.00 317,272.14 52 Temporary Labor - - - - - - - - 53 Overtime 975.44 4,384.39 4,900.00 735.98 3,158.31 2,100.00 7,000.00 (542.70) 56 Benefits 8,177.03 112,763.57 221,600.00 4,936.80 54,801.33 59,400.00 281,000.00 113,435.10 62 Materials and Supplies 80.71 1,055.90 6,300.00 34.59 452.54 2,700.00 9,000.00 7,491.56 63 Contract Services 20,941.26 128,739.79 379,400.00 8,974.84 55,174.22 112,600.00 492,000.00 308,085.99 64 Utilities 15,985.41 33,113.34 115,100.00 6,850.88 14,191.42 45,900.00 161,000.00 113,695.24 65 Professional Development 341.57 341.57 13,200.00 - - 4,800.00 18,000.00 17,658.43 67 Other 83.71 1,783.86 4,800.00 - 3.49 1,200.00 6,000.00 4,212.65 Program: 3300 - Customer Service Total: 65,674.89 378,767.76 1,022,400.00 33,690.14 186,923.83 424,600.00 1,447,000.00 881,308.41 Program: 3400 - Meter Service - - - - 51 Labor 11,260.26 57,864.01 204,000.00 - - - 204,000.00 146,135.99 53 Overtime - 506.30 6,000.00 - - - 6,000.00 5,493.70 56 Benefits 4,931.57 43,691.68 96,000.00 - 15.93 - 96,000.00 52,292.39 62 Materials and Supplies 8,889.20 10,870.78 5,000.00 - 61.42 - 5,000.00 (5,932.20) 63 Contract Services 123.30 597.60 8,000.00 - 29.82 - 8,000.00 7,372.58 64 Utilities 104.20 548.28 2,000.00 - - - 2,000.00 1,451.72 65 Professional Development - - - - - - - - Program: 3400 - Meter Service Total: 25,308.53 114,078.65 321,000.00 - 107.17 - 321,000.00 206,814.18 Program: 4000 - Engineering - - - - 51 Labor 36,039.86 183,060.45 466,200.00 15,445.74 74,207.20 199,800.00 666,000.00 408,732.35 52 Temporary Labor - - - - - - - - 53 Overtime - - 2,100.00 - - 900.00 3,000.00 3,000.00 56 Benefits 8,455.97 139,361.02 130,200.00 3,623.47 59,618.82 55,800.00 186,000.00 (12,979.84) 62 Materials and Supplies 654.52 654.52 15,400.00 280.52 280.52 6,600.00 22,000.00 21,064.96 63 Contract Services 1,792.71 11,496.18 343,000.00 768.30 3,305.33 147,000.00 490,000.00 475,198.49 64 Utilities 2,811.20 15,264.27 137,900.00 6,017.96 8,980.40 59,100.00 197,000.00 172,755.33 65 Professional Development 157.50 1,726.50 19,600.00 67.50 177.50 8,400.00 28,000.00 26,096.00 Program: 4000 - Engineering Total: 49,911.76 351,562.94 1,114,400.00 26,203.49 146,569.77 477,600.00 1,592,000.00 1,093,867.29 Program: 5000 - Water Production - - - - 51 Labor 57,023.15 291,136.01 732,000.00 - - - 732,000.00 440,863.99 53 Overtime 6,533.60 27,847.17 22,000.00 - - - 22,000.00 (5,847.17) 54 Standby 1,340.00 5,949.47 15,000.00 - - - 15,000.00 9,050.53 56 Benefits 17,701.34 267,059.03 406,000.00 - - - 406,000.00 138,940.97 61 Water Supply 3,086.69 494,640.69 768,000.00 - - - 768,000.00 273,359.31 62 Materials and Supplies 10,947.60 97,426.67 335,000.00 - - - 335,000.00 237,573.33 63 Contract Services 17,677.96 357,960.62 386,000.00 - - - 386,000.00 28,039.38 64 Utilities 120,215.41 656,884.15 1,864,000.00 - - - 1,864,000.00 1,207,115.85 65 Professional Development 69.94 984.94 11,000.00 - - - 11,000.00 10,015.06 Program: 5000 - Water Production Total: 234,595.69 2,199,888.75 4,539,000.00 - - - 4,539,000.00 2,339,111.25 Page 6 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended November 30, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 5100 - Water Treatment - - - - 51 Labor 19,851.20 103,858.43 243,000.00 - - - 243,000.00 139,141.57 53 Overtime 2,949.13 17,325.31 39,000.00 - - - 39,000.00 21,674.69 56 Benefits 7,000.23 93,027.07 147,000.00 - - - 147,000.00 53,972.93 62 Materials and Supplies 63,998.62 153,862.53 170,000.00 - - - 170,000.00 16,137.47 63 Contract Services 3,479.73 27,580.03 149,000.00 - - - 149,000.00 121,419.97 64 Utilities 16,286.69 97,336.45 152,000.00 - - - 152,000.00 54,663.55 Program: 5100 - Water Treatment Total: 113,565.60 492,989.82 900,000.00 - - - 900,000.00 407,010.18 Program: 5200 - Water Quality - - - - 51 Labor 15,468.81 77,098.17 216,000.00 - - - 216,000.00 138,901.83 53 Overtime - - 12,000.00 - - - 12,000.00 12,000.00 56 Benefits 4,059.00 93,590.90 100,000.00 - - - 100,000.00 6,409.10 62 Materials and Supplies 529.46 10,804.30 18,000.00 - - - 18,000.00 7,195.70 63 Contract Services 7,471.72 31,942.64 167,000.00 - - - 167,000.00 135,057.36 64 Utilities - - 2,000.00 - - - 2,000.00 2,000.00 65 Professional Development 66.48 246.28 6,000.00 - - - 6,000.00 5,753.72 Program: 5200 - Water Quality Total: 27,595.47 213,682.29 521,000.00 - - - 521,000.00 307,317.71 Program: 6000 - Field Maintenance Administration - - - - 51 Labor 13,806.01 70,499.50 180,000.00 1,520.99 7,420.07 20,000.00 200,000.00 122,080.43 52 Temporary Labor - - - - - - - - 53 Overtime - - 1,800.00 - - 200.00 2,000.00 2,000.00 54 Standby 1,428.00 7,787.40 18,000.00 112.00 943.76 2,000.00 20,000.00 11,268.84 56 Benefits 5,537.30 153,428.72 116,100.00 655.37 7,899.66 12,900.00 129,000.00 (32,328.38) 62 Materials and Supplies - 255.27 2,700.00 - 28.36 300.00 3,000.00 2,716.37 63 Contract Services 515.14 992.45 900.00 57.24 110.27 100.00 1,000.00 (102.72) 64 Utilities 2,729.32 10,107.02 36,900.00 303.26 1,123.00 4,100.00 41,000.00 29,769.98 65 Professional Development 343.24 488.67 21,600.00 - 10.05 2,400.00 24,000.00 23,501.28 Program: 6000 - Field Maintenance Administration Total: 24,359.01 243,559.03 378,000.00 2,648.86 17,535.17 42,000.00 420,000.00 158,905.80 Program: 6100 - Water Maintenance - - - - 51 Labor 83,429.56 421,158.65 957,000.00 - - - 957,000.00 535,841.35 53 Overtime 12,772.25 111,567.31 219,000.00 - - - 219,000.00 107,432.69 56 Benefits 31,565.60 165,171.48 544,000.00 - - - 544,000.00 378,828.52 62 Materials and Supplies 50,277.09 399,236.00 301,000.00 - - - 301,000.00 (98,236.00) 63 Contract Services 95,280.00 217,664.69 637,000.00 - - - 637,000.00 419,335.31 64 Utilities 1,890.00 1,890.00 - - - - - (1,890.00) Program: 6100 - Water Maintenance Total: 275,214.50 1,316,688.13 2,658,000.00 - - - 2,658,000.00 1,341,311.87 Program: 6200 - Wastewater Maintenance - - - - 51 Labor - - - 25,858.76 126,199.67 982,000.00 982,000.00 855,800.33 53 Overtime - - - 303.69 665.04 12,000.00 12,000.00 11,334.96 56 Benefits - - - 9,963.05 90,057.15 496,000.00 496,000.00 405,942.85 62 Materials and Supplies - - - 8.61 6,810.51 224,000.00 224,000.00 217,189.49 Wastewater Treatment - - - 685,511.39 3,749,333.42 7,610,000.00 7,610,000.00 3,860,666.58 63 Contract Services - - - 44,527.00 53,721.33 892,000.00 892,000.00 838,278.67 Program: 6200 - Wastewater Maintenance Total: - - - 766,172.50 4,026,787.12 10,216,000.00 10,216,000.00 6,189,212.88 Page 7 of 8 AMENDED AMENDED AMENDED REMAINING MTD YTD BUDGET MTD YTD BUDGET TOTAL BUDGET BUDGET Month Ended November 30, 2021 Unaudited Program Expense Detail Budget-to-Actual WATER WASTEWATER DISTRICT WIDE Program: 7000 - Facilities Maintenance - - - - 51 Labor 10,940.00 55,749.55 130,500.00 2,936.76 14,284.14 43,500.00 174,000.00 103,966.31 53 Overtime 897.88 3,792.48 16,500.00 224.47 948.12 5,500.00 22,000.00 17,259.40 56 Benefits 4,334.32 40,238.89 76,500.00 1,149.40 14,106.47 25,500.00 102,000.00 47,654.64 62 Materials and Supplies 5,473.30 20,109.07 51,250.00 920.72 4,174.10 11,750.00 63,000.00 38,716.83 63 Contract Services 47,351.11 241,966.96 574,500.00 5,937.21 24,892.03 120,500.00 695,000.00 428,141.01 64 Utilities 31,768.52 63,467.61 121,750.00 7,781.08 13,819.75 37,250.00 159,000.00 81,712.64 65 Professional Development - - 750.00 - - 250.00 1,000.00 1,000.00 Program: 7000 - Facilities Maintenance Total: 100,765.13 425,324.56 971,750.00 18,949.64 72,224.61 244,250.00 1,216,000.00 718,450.83 - - Program: 7100 - Fleet Maintenance - - - - 51 Labor 5,932.48 30,315.21 81,900.00 659.17 3,212.96 9,100.00 91,000.00 57,471.83 53 Overtime - 83.43 2,700.00 - 9.27 300.00 3,000.00 2,907.30 56 Benefits 1,721.82 30,027.45 47,700.00 191.24 3,334.70 5,300.00 53,000.00 19,637.85 62 Materials and Supplies 6,811.08 55,366.70 32,400.00 756.80 14,228.75 3,600.00 36,000.00 (33,595.45) 63 Contract Services 9,655.63 74,777.24 216,000.00 475.52 3,776.79 24,000.00 240,000.00 161,445.97 64 Utilities 13,039.07 54,561.06 122,400.00 1,448.78 6,062.34 13,600.00 136,000.00 75,376.60 65 Professional Development - - 3,600.00 - - 400.00 4,000.00 4,000.00 Program: 7100 - Fleet Maintenance Total: 37,160.08 245,131.09 506,700.00 3,531.51 30,624.81 56,300.00 563,000.00 287,244.10 - - Program: 8000 - Capital - - - 71 -Debt Service - 15,591.19 3,082,000.00 - - 270,000.00 3,352,000.00 3,336,408.81 81 -Capital Improvement 105,310.79 205,187.08 3,712,000.00 14,240.00 304,771.21 217,000.00 3,929,000.00 3,419,041.71 82 -Capital Outlay 2,660.00 53,520.81 1,080,000.00 - - 50,000.00 1,130,000.00 1,076,479.19 83 -Accounting Income Add back (107,970.79) (258,707.89) - (14,240.00) (304,771.21) - - 563,479.10 Program: 8000 - Capital Total: - 15,591.19 7,874,000.00 - - 537,000.00 8,411,000.00 8,395,408.81 Total Surplus (Deficit): 706,882.38$ 5,112,731.85$ -$ 113,339.50$ 588,362.62$ -$ -$ -$ Page 8 of 8 Agenda Item #3d January 12, 20221 2 7 9 Meeting Date: January 12, 2022 Agenda Item #3d Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: November 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH payments in the amount of $5,924,079.71 and $437,529.66 for payroll RECOMMENDATION Staff recommends that the Board of Directors (Board) review and approve the District's expense disbursements for the period November 1, 2021 through November 30, 2021 in the amount $6,361,609.37. BACKGROUND / ANALYSIS In the continued effort to be fiscally transparent, the payment register for supplies, materials, services, and payroll for November 2021 is attached for review and approval. This process provides the Board and the public an opportunity to review the expenses of the District. Accounts Payable is processed weekly, while payroll is processed bi- weekly. Information to justify each expenditure is available through the Finance Department. Accounts payable disbursements for the period include check numbers 258597 through 258708, bank drafts, and ACH Payments in the amount of $5,924,079.71 and $437,529.66, for payroll. Significant expenses greater than or equal to $50,000 are further explained below: Agenda Item #3d January 12, 20222 2 7 9 Meeting Date: January 12, 2022 Agenda Item #3d Consent Item PA YMENT #VENDOR DESCRIPTION A MOUNT 258640 S OUTHERN CALIFORNIA EDIS ON COMPANY ELECTRICITY COS T S DUE NOVEMBER 2021 130,159.72$ 258648 ANAERGIA TECHNOLOGIES LLC $92,000.00 LES S RET ENT ION $4,600.00 FOR AUGUS T AND S EPT EMBER 2021 INVOICES FOR S ERVICES AT T HE S NRC (CIP PROJECT) 87,400.00$ 258703 S AN BERNARDINO MUNICIPAL WATER DEPART MENT WAS TEWATER TREAT MENT FOR OCTOBER 2021 806,873.82$ AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by the Finance Department. FISCAL IMPACT This item is funded in the current fiscal year budget. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Brian Tompkins Chief Financial Officer ATTACHMENTS November 2021 Payment Register PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 11/3/2021 258597 CHEM-TECH INTERNATIONAL INC 27,164.76 11/3/2021 258598 DIRECTV 258.98 11/3/2021 258599 EVERSOFT, INC 251.45 11/3/2021 258600 EXPERIAN 358.72 11/3/2021 258601 FIRST CHOICE SERVICES 50.00 11/3/2021 258602 K & L HARDWARE 9.10 11/3/2021 258603 MIKE'S GOPHER AND BEE CONTROL 100.00 11/3/2021 258604 NASSAU LIFE INSURANCE COMPANY 66.74 11/3/2021 258605 SO CAL GAS 353.46 11/3/2021 258606 SOUTH COAST A Q M D 5,944.68 11/3/2021 258607 UNIFIRST CORPORATION 599.41 11/9/2021 258608 San Bernardino County Sheriff's Dept.- Highland Station 487.50 11/9/2021 258609 TBMM EUREKA STREET PARTNERS LLC 106.95 11/9/2021 258610 TBMM EUREKA STREET PARTNERS LLC 6,647.90 11/9/2021 258611 SUSAN TING 236.92 11/9/2021 258612 EVERLEVEL 2,388.77 11/9/2021 258613 CUNNINGHAM DAVIS CORP.1,803.42 11/9/2021 258614 1727 DUNCAN LLC 2,331.02 11/9/2021 258615 AMOS BRITTON 46.54 11/9/2021 258616 JOSE EMILIO CERON 190.29 11/9/2021 258617 WESTLAND SAN BERNARDINO LLC 3,565.13 11/9/2021 258618 FUEL BREAK INC.58.99 11/9/2021 258619 RAUL MORENO 160.66 11/9/2021 258620 TODD DENNIS 100.00 11/10/2021 258621 ACS SUPPORT 26.00 11/10/2021 258622 AMERICAN FIDELITY ASSURANCE COMPANY 2,546.86 11/10/2021 258623 AMERICAN FIDELITY ASSURANCE COMPANY (FSA)1,164.98 11/10/2021 258624 BALFOUR BEATTY INFRASTRUCTURE, INC 3,420,303.05 11/10/2021 258625 BURRTEC WASTE/ 5455 Industrial pkwy 440.28 11/10/2021 258626 BURRTEC WASTE/ E. 111 MILL ST 311.76 11/10/2021 258627 CITY OF HIGHLAND 153,260.00 11/10/2021 258628 CULLIGAN OF ONTARIO 139.10 11/10/2021 258629 EYE MED VISION CARE 1,466.84 11/10/2021 258630 FLEET MANAGEMENT DEPARTMENT 463.00 11/10/2021 258631 FRANCHISE TAX BOARD 75.00 11/10/2021 258632 GOLDEN BELL PRODUCTS, INC 44,460.00 11/10/2021 258633 HARPER & ASSOCIATES ENGINEERING, INC 10,260.00 11/10/2021 258634 HYDROTECH ELECTRIC 1,381.75 11/10/2021 258635 INLAND WATER WORKS SUPPLY CO 1,154.43 11/10/2021 258636 K & L HARDWARE 13.10 11/10/2021 258637 KOPPEL & GRUBER PUBLIC FINANCE 3,458.04 11/10/2021 258638 LOGICALIS, INC 250.00 11/10/2021 258639 PACIFIC HYDROTECH CORPORATION 285,457.50 11/10/2021 258640 SOUTHERN CALIFORNIA EDISON COMPANY 130,159.72 PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 Page 1 of 6 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 11/10/2021 258641 SUNSET WINDOW TINT/ANTONIO POSADA 360.00 11/10/2021 258642 UNIFIRST CORPORATION 528.73 11/10/2021 258643 TRUNG C NGUYEN 29.83 11/10/2021 258644 FAB6 PROPERTIES 1,090.30 11/10/2021 258645 PHIL ANTHROPY HOUSE 81.00 11/10/2021 258646 CANDIDA AGUILAR 41.95 11/10/2021 258647 DURANGO ESTATES INVESTMENTS LLC 79.64 11/17/2021 258648 ANAERGIA TECHNOLOGIES LLC 87,400.00 11/17/2021 258649 AUTO UPHOLSTERY INC.254.12 11/17/2021 258650 BURRTEC WASTE/ E. 111 MILL ST 1,873.90 11/17/2021 258651 CALIFORNIA CONDEMNATION FUND 2,845.00 11/17/2021 258652 CLIFTONLARSONALLEN LLP 12,500.00 11/17/2021 258653 DIB'S SAFE & LOCK SERVICE 30.67 11/17/2021 258654 EUCLID MANAGERS, INSURANCE SERVICES INC.504.00 11/17/2021 258655 FAIRVIEW FORD SALES,INC 450.36 11/17/2021 258656 GERMAN VAZQUEZ/TSR PERFORMANCE 424.42 11/17/2021 258657 INLAND WATER WORKS SUPPLY CO 13,116.16 11/17/2021 258658 LOWE'S 1,541.63 11/17/2021 258659 SAN BERNARDINO MUNICIPAL WATER DEPARTMENT 13,847.16 11/17/2021 258660 SOUTHERN CALIFORNIA EDISON COMPANY 39,048.94 11/17/2021 258661 UNIFIRST CORPORATION 1,055.76 11/17/2021 258663 UNITED SITE SERVICES OF CALIFORNIA, INC 719.68 11/17/2021 258664 US BANCORP SERVICE CENTER 20,155.73 11/17/2021 258669 INTERNAL REVENUE SERVICE 24.26 11/22/2021 258672 Indian Springs High School 100.00 11/22/2021 258673 ABU AHMED 300.00 11/22/2021 258674 BRADLEY BORRERO 188.00 11/22/2021 258675 BRIAN FRICKE 100.00 11/22/2021 258676 CARL FELDMAN 452.00 11/22/2021 258677 CHRISTOPHER PIAZZA 149.99 11/22/2021 258678 DAVID VIDAURY 300.00 11/22/2021 258679 DWAYNE ANTHONY 100.00 11/22/2021 258680 GARY TIERNEY 200.00 11/22/2021 258681 GURUNATHAN GANESARETHINAM 300.00 11/22/2021 258682 JACK PRINSTEIN 200.00 11/22/2021 258683 JENNIFER STAHL 230.00 11/22/2021 258684 JUSTIN MCWHORTER 300.00 11/22/2021 258685 LUCIA GIBSON 100.00 11/22/2021 258686 LYNN BENTON 100.00 11/22/2021 258687 RAYMOND GALVAN 230.00 11/22/2021 258688 RICHARD WILSHIRE 200.00 11/22/2021 258689 SERGIO PEREZ 100.00 11/22/2021 258690 TIMOTHY GARCIA 100.00 11/22/2021 258691 VALERIE NEGRETE 452.00 11/23/2021 258670 MARYLOU LOPEZ 7.60 11/23/2021 258671 CHERI MERRELL 100.00 11/23/2021 258692 AIR CHIEF, INC.400.74 11/23/2021 258693 AT&T 578.31 11/23/2021 258694 BRUCE S. HERWIG 400.00 11/23/2021 258695 CHEM-TECH INTERNATIONAL INC 5,449.86 11/23/2021 258696 CITY OF HIGHLAND 1,890.00 11/23/2021 258697 ECOTECH SERVICES, INC 22,320.00 PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 Page 2 of 6 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 11/23/2021 258698 HIGHLAND COMMUNITY NEWS/PUBLISHING INC 1,294.63 11/23/2021 258699 HORIZONS INCORPORATED 2,116.13 11/23/2021 258700 INLAND DESERT SECURITY & COMMUNICATIONS, INC 679.65 11/23/2021 258701 K & L HARDWARE 38.33 11/23/2021 258702 METLIFE SMALL BUSINESS CENTER (Dental)8,950.32 11/23/2021 258703 SAN BERNARDINO MUNICIPAL WATER DEPARTMENT 806,873.82 11/23/2021 258704 SO CAL GAS 18.14 11/23/2021 258705 SPECTRUM 960.00 11/23/2021 258706 ACS SUPPORT 26.00 11/23/2021 258707 AMERICAN FIDELITY ASSURANCE COMPANY (FSA)1,050.40 11/23/2021 258708 FRANCHISE TAX BOARD 75.00 BANK DRAFTS 11/2/2021 DFT0004386 GLOBAL PAYMENTS 11,979.91 11/3/2021 DFT0004387 CALPERS/ MEDICAL 100,130.10 11/3/2021 DFT0004388 MERCHANT BANKCD 446.68 11/3/2021 DFT0004389 PayNearMe, Inc.77.61 11/9/2021 DFT0004398 PayNearMe, Inc.157.21 11/10/2021 DFT0004399 FORTE, ACH DIRECT INC, ACH FEES 3,648.60 11/12/2021 DFT0004390 CA SDI Tax 2,136.66 11/12/2021 DFT0004391 CALPERS/ DEFERRED COMPENSATION 22,262.77 11/12/2021 DFT0004392 CALPERS/ RETIREMENT 49,208.17 11/12/2021 DFT0004393 Federal Payroll Tax 39,719.01 11/12/2021 DFT0004394 Medicare 10,110.81 11/12/2021 DFT0004395 STATE DISBURSEMENT UNIT 934.00 11/12/2021 DFT0004396 State Payroll Tax 16,611.40 11/12/2021 DFT0004397 Social Security 23.82 11/17/2021 DFT0004400 PayNearMe, Inc.274.62 11/23/2021 DFT0004409 CBB 852.29 11/23/2021 DFT0004410 PayNearMe, Inc.179.10 11/26/2021 DFT0004401 CALPERS/ DEFERRED COMPENSATION 22,569.04 11/26/2021 DFT0004402 CALPERS/ RETIREMENT 48,094.76 11/26/2021 DFT0004403 STATE DISBURSEMENT UNIT 934.00 11/26/2021 DFT0004404 CA SDI Tax 1,938.01 11/26/2021 DFT0004405 Federal Payroll Tax 35,779.53 11/26/2021 DFT0004406 Medicare 8,999.75 11/26/2021 DFT0004407 Social Security 929.34 11/26/2021 DFT0004408 State Payroll Tax 13,817.76 11/30/2021 DFT0004411 PayNearMe, Inc.141.29 ACH PAYMENTS 11/3/2021 10009878 ACI PAYMENTS INC.54.15 11/3/2021 10009879 ADCOMP SYSTEMS, INC 100.00 11/3/2021 10009880 ALLEN WILLIAMS 702.57 11/3/2021 10009881 AMAZON CAPITAL SERVICES, INC 2,071.42 11/3/2021 10009882 ANTHESIS 8,415.63 11/3/2021 10009883 CALIFORNIA TOOL & WELDING SUPPLY 7.91 11/3/2021 10009884 CAROL CALES 660.58 11/3/2021 10009885 CLA-VAL CO 1,334.99 11/3/2021 10009886 CLEARFLY COMMUNATIONS 970.66 11/3/2021 10009887 DALE BRENDT MARSDEN, dba TOMORROW'S TALENT, LLC 2,500.00 11/3/2021 10009888 DANIEL DAVIS 627.72 PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 Page 3 of 6 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 11/3/2021 10009889 DAVID HERNANDEZ 437.37 11/3/2021 10009890 ELISEO OCHOA 667.32 11/3/2021 10009891 EXCEL LANDSCAPE, INC 13,550.00 11/3/2021 10009892 EZEQUIEL ELECTRIC, INC.1,201.49 11/3/2021 10009893 FLEETWASH, INC 340.60 11/3/2021 10009894 FMB TRUCK OUTFITTERS, INC 1,346.50 11/3/2021 10009895 GORDON GRANT 649.92 11/3/2021 10009896 INFOSEND, INC 17,704.88 11/3/2021 10009897 KRIEGER & STEWART, INCORPORATED 6,076.50 11/3/2021 10009898 LINCOLN NATIONAL LIFE INS CO.4,245.16 11/3/2021 10009899 MARTHA T DURAN 800.00 11/3/2021 10009900 MICHAEL HENDERSON 695.41 11/3/2021 10009901 MIKE J. ROQUET CONSTRUCTION INC 37,050.00 11/3/2021 10009902 MINUTEMAN PRESS OF RANCHO CUCAMONGA 4,421.50 11/3/2021 10009903 MOBILE OCCUPATIONAL SERVICES, INC 75.00 11/3/2021 10009904 QUINN COMPANY 2,000.00 11/3/2021 10009905 REBECCA KASTEN 577.89 11/3/2021 10009906 SAFETY KLEEN SYSTEMS, INC.313.17 11/3/2021 10009907 STAPLES BUSINESS ADVANTAGE 873.04 11/3/2021 10009908 SUPERIOR AUTOMOTIVE WAREHOUSE, INC.91.27 11/3/2021 10009909 TESCO CONTROLS, INC.2,713.13 11/3/2021 10009910 UNDERGROUND SERVICE ALERT 311.95 11/3/2021 10009911 WAXIE SANITARY SUPPLY 233.01 11/3/2021 10009912 WILLDAN FINANCIAL SERVICES 1,129.67 11/3/2021 10009913 ZENON ENVIRONMENTAL CORP.38,336.06 11/10/2021 10009914 ADCOMP SYSTEMS, INC 319.29 11/10/2021 10009915 AIRGAS, USA LLC 304.80 11/10/2021 10009916 ALLISON MECHANICAL, INC 2,863.75 11/10/2021 10009917 AMAZON CAPITAL SERVICES, INC 1,642.39 11/10/2021 10009919 APPLIED MAINTENANCE SUPPLIES & SOLUTIONS 1,109.49 11/10/2021 10009920 ASBCSD 34.00 11/10/2021 10009921 BARRY'S SECURITY SERVICES, INC 5,341.52 11/10/2021 10009922 BOOT BARN, INC 1,417.01 11/10/2021 10009923 CINTAS CORPORATION (FIRST AID)629.74 11/10/2021 10009924 CORELOGIC SOLUTIONS, LLC 369.51 11/10/2021 10009925 EVWD EMPLOYEES EVENTS ASSOC 315.50 11/10/2021 10009926 EXCEL LANDSCAPE, INC 62.58 11/10/2021 10009927 FIELDMAN, ROLAPP & ASSOCIATES, Inc.907.50 11/10/2021 10009928 FMB TRUCK OUTFITTERS, INC 377.07 11/10/2021 10009929 GOLDEN STATE LABOR COMPLIANCE, LLC 4,990.00 11/10/2021 10009930 JC LAW FIRM 10,860.00 11/10/2021 10009931 JOSE MILLAN 140.00 11/10/2021 10009932 MANAGED HEALTH NETWORK 225.12 11/10/2021 10009933 MANAGED MOBILE, INC.3,376.00 11/10/2021 10009934 MARLINK INC 1,080.00 11/10/2021 10009935 MICAH KENNEDY 600.00 11/10/2021 10009936 MIKE J. ROQUET CONSTRUCTION INC 20,450.00 11/10/2021 10009937 MINUTEMAN PRESS OF RANCHO CUCAMONGA 3,498.93 11/10/2021 10009938 NATIONAL CONSTRUCTION RENTALS 168.49 11/10/2021 10009939 ORION SYSTEMS INTEGRATORS LLC 2,000.00 11/10/2021 10009940 SAN BERNARDINO VALLEY MUNICIPAL WATER DISTRICT 3,086.69 11/10/2021 10009941 SHAYLA ANTRIM 93.81 PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 Page 4 of 6 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 11/10/2021 10009942 STAPLES BUSINESS ADVANTAGE 455.92 11/10/2021 10009943 STERICYCLE, INC DBA SHRED-IT 144.24 11/10/2021 10009944 SUPERIOR AUTOMOTIVE WAREHOUSE, INC.313.17 11/10/2021 10009945 USA BLUE BOOK, HD SUPPLY FACILITIES MAINT, LTD 1,070.17 11/10/2021 10009946 VERIZON WIRELESS 7,555.78 11/10/2021 10009948 VULCAN MATERIALS CO/ CALMAT CO 2,115.90 11/10/2021 10009949 WAXIE SANITARY SUPPLY 1,371.30 11/10/2021 10009950 WIRELESS GUYS, INC.1,800.00 11/17/2021 10009951 AMAZON CAPITAL SERVICES, INC 576.83 11/17/2021 10009952 ANTHONY POOL SERVICE, JAMES ANTHONY LOGSDON 225.00 11/17/2021 10009953 ARMORCAST PRODUCTS COMPANY 16,435.66 11/17/2021 10009954 BARRY'S SECURITY SERVICES, INC 5,150.13 11/17/2021 10009955 BURGESS MOVING & STORAGE 1,233.30 11/17/2021 10009956 CINTAS CORPORATION (FIRST AID)202.35 11/17/2021 10009957 CORE & MAIN LP 2,975.25 11/17/2021 10009958 FERGUSON ENTERPRISES, INC.6,538.83 11/17/2021 10009959 FRONTIER COMMUNICATIONS 891.01 11/17/2021 10009960 HUB SUPPLY CONSTRUCTION SUPPLY, LTD/WHITE CAP LP 330.02 11/17/2021 10009961 JC LAW FIRM 6,510.00 11/17/2021 10009962 LEGEND PUMP AND WELL SERVICES 8,700.00 11/17/2021 10009963 MCMASTER-CARR 107.28 11/17/2021 10009964 PLUS 1 PERFORMANCE 1,284.91 11/17/2021 10009965 SUPERIOR AUTOMOTIVE WAREHOUSE, INC.241.55 11/17/2021 10009966 VALERO FLEET, WEX BANK 13,993.33 11/17/2021 10009967 VULCAN MATERIALS CO/ CALMAT CO 3,445.14 11/23/2021 10009968 ADCOMP SYSTEMS, INC 419.29 11/23/2021 10009969 AIDA C NUNEZ 285.42 11/23/2021 10009970 AMAZON CAPITAL SERVICES, INC 268.63 11/23/2021 10009971 AMERICAN RENTALS, INC 549.38 11/23/2021 10009972 ANTHONY POOL SERVICE, JAMES ANTHONY LOGSDON 1,110.00 11/23/2021 10009973 ASPEN ENVIRONMENTAL GROUP 465.00 11/23/2021 10009974 B&A BLAIS & ASSOCIATES INC 3,552.50 11/23/2021 10009975 BARRY'S SECURITY SERVICES, INC 5,238.63 11/23/2021 10009976 BOOT BARN, INC 469.74 11/23/2021 10009977 CIVICPLUS -ICON ENTERPRISES, INC 2,010.14 11/23/2021 10009978 CLARK PEST CONTROL 264.00 11/23/2021 10009979 CLINICAL LAB OF S B 7,030.00 11/23/2021 10009980 EZEQUIEL ELECTRIC, INC.2,410.00 11/23/2021 10009981 FLEETWASH, INC 628.80 11/23/2021 10009982 FRONTIER COMMUNICATIONS 945.56 11/23/2021 10009983 INDUSTRIAL RUBBER & SUPPLY 245.54 11/23/2021 10009984 INFOSEND, INC 12,995.12 11/23/2021 10009985 JOSE MILLAN 3,330.00 11/23/2021 10009986 LANDS END INC 89.93 11/23/2021 10009987 LEGEND PUMP AND WELL SERVICES 5,690.00 11/23/2021 10009988 MINUTEMAN PRESS OF RANCHO CUCAMONGA 2,703.58 11/23/2021 10009989 PETAS CAR CARE- KEVIN KOHRELL 1,415.56 11/23/2021 10009990 PSI WATER TECHNOLOGIES 1,113.26 11/23/2021 10009991 RESOLUTE 4,200.00 11/23/2021 10009992 SG CREATIVE, LLC 4,200.00 11/23/2021 10009993 STAPLES BUSINESS ADVANTAGE 788.57 11/23/2021 10009994 TYLER TECHNOLOGIES, INC 440.00 PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 Page 5 of 6 PAYMENT DATE NUMBER VENDOR NAME AMOUNT 11/23/2021 10009995 VISTA PAINTS 180.63 11/23/2021 10009996 EVWD EMPLOYEES EVENTS ASSOC 360.50 TOTAL 5,924,079.71$ PAYMENT REGISTER NOVEMBER 1, 2021 - NOVEMBER 30, 2021 Page 6 of 6 Agenda Item #3e January 12, 20221 2 8 2 Meeting Date: January 12, 2022 Agenda Item #3e Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Adopt 2022 Internal Revenue Service (IRS) Standard Mileage Rate RECOMMENDATION Staff recommends that the Board of Directors adopt the standard mileage reimbursement rate established by the IRS for 2022. BACKGROUND / ANALYSIS The standard mileage rate for business is based on an annual study of the fixed and variable costs of operating an automobile. The Internal Revenue Service (IRS) has announced that it will be adjusting the mileage rates for business travel from 56 cents to 58.5 cents per mile for 2022. The business mileage rate increased two and a half cents (2.5 cents) per mile from the 2021 rates. In the past, the Board has voted to conform with the rate at which the District reimburses Directors and employees for district related miles driven to the standard mileage rate established by the IRS. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability A. Practice Transparent and Accountable Fiscal Management REVIEW BY OTHERS This agenda item has been reviewed by the Administration department. FISCAL IMPACT This item is funded in the current fiscal year budget. Recommended by:Respectfully submitted: Agenda Item #3e January 12, 20222 2 8 2 Meeting Date: January 12, 2022 Agenda Item #3e Consent Item ________________ John Mura General Manager/CEO ________________ Justine Hendricksen District Clerk ATTACHMENTS No attachments. Agenda Item #3f January 12, 20221 2 8 5 Meeting Date: January 12, 2022 Agenda Item #3f Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Adoption of Resolution 2022.01 - Findings and Determinations Regarding Teleconference Meetings RECOMMENDATION Staff recommends that the Board of Directors consider adoption of Resolution 2022.01, Findings and Determinations Regarding Teleconference Meetings. BACKGROUND / ANALYSIS Since March 2020, the COVID-19 pandemic has required new levels of flexibility and adaptability. The District continues to adjust operations to incorporate additional safety procedures and social distancing practices consistent with local health official guidance. In 2020, the District declared a local state of emergency, due to the COVID-19 pandemic and the impacts that it had on the ability to safely serve the public. Maintaining the health and safety of staff and the public while continuing to provide world class services remains a top priority. State and federal officials have called for individuals to stay at home whenever possible to slow the spread of COVID-19. As part of this effort the State of California included the declaration of a statewide emergency and the issuance of an executive order to suspend portions of the Ralph M. Brown Act location noticing requirements, easing the ability for public agencies to hold virtual, or teleconference, meetings. This adjustment allows for continued public engagement in the policy making process, while allowing for social distancing. Since executive orders are only valid for a maximum of 180 days, this process was only allowed temporarily. The advancement of hosting platforms for virtual meetings that are easily accessible to the public have greatly improved over the last year. Given the broad range of emergencies that can occur in California, the maintenance of government transparency through virtual meetings has emerged as a long-term response measure. AB 361 codified the ability for government agencies to hold virtual meetings in the event of a declared emergency in order to continue conducting official business. The allowance of teleconference meeting in place of an “in-person” setting applies in emergencies like public health that require social distancing, earthquake, wildfire, and other natural or manmade emergencies. When an agency needs to implement teleconference meetings, the Governing Board must adopt a Resolution of Findings and Determinations. Agenda Item #3f January 12, 20222 2 8 5 Meeting Date: January 12, 2022 Agenda Item #3f Consent Item Given the on-going call to slow the spread of COVID-19, there is a health and safety need to maintain virtual meetings as allowed by law for the next 30 days. If a need exists beyond that point in time a new resolution would be presented to the Governing Board for consideration for each 30-day period after that. Notice of meetings and posted agendas would continue to contain information which allow members of the public to access the meeting and address the Board of Directors and offer public comment including an opportunity for all persons to attend via a call-in option or an internet-based service option. Staff is requesting that the Board adopt a Resolution of Findings and Determinations to utilize the protocols allowed by AB 361. AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability D. Provide Quality Information to Encourage Community Engagement REVIEW BY OTHERS This agenda item has been reviewed by Administration and legal counsel. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS Resolution 2022.01 East Valley Water District Resolution 2022.01 Page 1 of 3 RESOLUTION NO. 2022.01 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE EAST VALLEY WATER DISTRICT MAKING CERTAIN FINDINGS AND DETERMINATIONS REGARDING SPECIAL RULES FOR CONDUCTING MEETINGS THROUGH TELECONFERENCE WHEREAS, East Valley Water District (“EVWD”) is a county water district established pursuant to Section 30000 et seq. of the California Water Code; and WHEREAS, all meetings of the Board of Directors of EVWD are conducted in open and public settings in compliance with the Ralph M. Brown Act (Brown Act) so that any member of the public may attend, participate and watch the District’s Board of Directors conduct their business; and WHEREAS, on March 24, 2020, the Governor declared a state of emergency pursuant to Government Code 8625 due to the COVID-19 pandemic and has recommended, together with local officials, measures for social distancing to assist in abating the spread of COVID-19; and WHEREAS, on March 12, 2020, the Governor issued Executive Order N-29-20 which, among other things, suspended certain Brown Act rules governing the use of teleconferencing of local agency board meetings; and WHEREAS, on September 20, 2021, the Governor issued Executive Order N-15- 21 which, extended certain Brown Act rules governing the use of teleconferencing of local agency board meetings and to clarify the transition from the Executive Order to the rules adopted in AB 361; and WHEREAS, Executive Order N-15-21 expired on October 1, 2021; and WHEREAS, the California legislature has enacted, and the Governor has signed into law, AB 361 amending portions of Government Code 54953, allowing for the continued use of teleconferencing for local agency board meetings while suspending the conditions and restrictions of Government Code 54953(b)(3) if the legislative body of the local agency makes certain findings; NOW, THEREFORE, BE IT RESOLVED that the Board of Directors of the East Valley Water District hereby make the following findings and determinations: East Valley Water District Resolution 2022.01 Page 2 of 3 SECTION 1. The Governor has proclaimed a state of emergency on March 24, 2020 which continues. SECTION 2. The Governor and local officials have promoted the use of social distancing as a method to abate the spread of COVID-19 within the community. The Board of Directors finds that conducting in person meetings of the EVWD Board of Directors would be inimical to social distancing and would present imminent risks to the health or safety of the attendees and conducting meetings by teleconference would diminish that risk. SECTION 3. The Board of Directors will continue to conduct Board meetings by teleconference in compliance with Government Code 54953(e) until such time as the Governor has terminated the state of emergency and the risk to health and safety of meeting attendees is sufficiently diminished or as otherwise required by law. Notice of meetings and posted agendas will contain information which allow members of the public to access the meeting and address the Board of Directors and offer public comment including an opportunity for all persons to attend via a call-in option or an internet-based service option. SECTION 4.This Resolution shall take effect immediately upon its adoption and shall be effective for 30 days or until such time as the Board of Directors adopts a subsequent resolution in accordance with Government Code 54953(e)(3) to extend the time during which meetings of the Board of Directors may be conducted by teleconference without compliance with Government Code 54953(3)(b). ADOPTED this 12th day of January 2022. ROLL CALL: Ayes: Noes: Absent: Abstain: ______________________________ Phillip R. Goodrich, Board President East Valley Water District Resolution 2022.01 Page 3 of 3 ATTEST: John Mura, Secretary, Board of Directors January 12, 2022 I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2022.01 adopted by the Board of Directors of East Valley Water District at its Regular Meeting held January 12, 2022. John Mura, Secretary, Board of Directors Agenda Item #3b January 12, 20221 Meeting Date: January 12, 2022 Agenda Item #3g Consent Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Approval of December 8, 2021 Regular Board Meeting Minutes RECOMMENDATION Staff recommends that the Board of Directors approve the December 8, 2021 Regular Board Meeting Minutes. BACKGROUND / ANALYSIS N/A AGENCY GOALS AND OBJECTIVES II - Maintain a Commitment To Sustainability, Transparency, and Accountability B. Utilize Effective Communication Methods REVIEW BY OTHERS This agenda item has been reviewed by Administration. FISCAL IMPACT There is no fiscal impact associated with this agenda item. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Justine Hendricksen District Clerk ATTACHMENTS December 8, 2021 regular meeting minutes Regular Board Meeting & Public Hearing Via Teleconference Meeting Date: December 8, 2021 CALL TO ORDER The Chairman of the Board called the meeting to order at 5:31 p.m. PLEDGE OF ALLEGIANCE Director Morales led the flag salute. ROLL CALL OF BOARD MEMBERS PRESENT Directors: Carrillo, Coats, Goodrich, Morales, Smith ABSENT Directors: None STAFF John Mura, General Manager/CEO; Brian Tompkins, Chief Financial Officer; Jeff Noelte, Director of Engineering and Operations; Kelly Malloy, Director of Strategic Services; Kerrie Bryan, Director of Administrative Services; Justine Hendricksen, District Clerk; Shayla Antrim, Sr. Administrative Assistant LEGAL COUNSEL Jean Cihigoyenetche GUESTS Members of the public Draft pending approval PUBLIC COMMENTS Chairman Smith declared the public participation section of the meeting open at 5:32 p.m. There being no written or verbal comments, the public participation section was closed. 1.APPROVAL OF AGENDA a.Approval of Agenda A motion was made by Director Coats, seconded by Vice Chairman Goodrich, that the Board approve the December 8, 2021 agenda as submitted. The motion carried by the following roll call vote: Ayes: Carrillo, Goodrich, Coats, Morales, Smith Noes: None Absent: None 2.APPROVAL OF CONSENT CALENDAR a. Approve the October 13, 2021 Regular Board Meeting Minutes b. Approve the October 27, 2021 Regular Board Meeting Minutes c. Approve Directors’ Fees and Expenses for November 2021 d. October 2021 Disbursements: Accounts payable disbursements for the period include check numbers 258451 through 258596, bank drafts, and ACH payments in the amount of $2,807,904.68 and $595,677.09 for payroll e. Financial Statements for October 2021 f. Investment Transaction Report for Month Ended October 31, 2021 g. Adopt Resolution 2021.23 - Recognizing Dale Barlow’s 25 Years of Service h. Adoption of Resolution 2021.26 - Findings and Determinations Regarding Teleconference Meetings A motion was made by Director Carrillo, seconded by Vice Chairman Goodrich, that the Board approve the Consent Calendar items as submitted. The motion carried by the following roll call vote: Ayes: Coats, Goodrich, Carrillo, Morales, Smith Noes: None Absent: None 3.DISCUSSION AND POSSSIBLE ACTION ITEMS a.Consider Approval of Sterling Natural Resource Center Operations Support Services Agreement The Director of Engineering and Operations provided details regarding an agreement with Anaergia Technologies to provide operational support of the Sterling Natural Resource Center related to the solids processes and importing of high strength organics. A motion was made by Director Morales, seconded by Vice Chairman Goodrich, that the Board authorize the General Manager/CEO to execute a Professional Services Agreement with Anaergia Technologies, LLC as submitted. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None b.Consider Adoption of Resolution 2021.25 - 2021 Urban and Multibenefit Drought Relief Grant Program Application The Director of Engineering and Operations provided information regarding filing an application with the Department of Water Resources for the Groundwater Supply Resiliency New Well Construction Project. He stated that staff has identified the 2021 Urban and Multibenefit Drought Relief Grant Program as a potential funding source to evaluate, design, and construct new production wells to enhance the District’s water supply. The Director of Engineering and Operations stated that the verbiage in the resolution will be corrected to reflect “Groundwater Supply Resiliency New Well Construction” in place of “Water Supply Recovery Project”. A motion was made by Director Coats, seconded by Vice Chairman Goodrich, that the Board adopt Resolution 2021.25 and authorize the General Manager/CEO to file an application for funding from the Department of Water Resources for the Groundwater Supply Resiliency – New Well Construction Project. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None c.Formation of Community Facilities District (CFD) 2021-1 (Mediterra); Consider Approval of Resolution 2021.24, CFD 2021-1 Resolution 2021.01, CFD 2021-1 Resolution 2021.02, and CFD 2021-1 Ordinance No. 1; Public Hearing The Chief Financial Officer provided information regarding the formation of Community Facilities District 2021-1. He stated that included is a public report prepared by District’s Special Tax Consultant, for entry into the record of the public hearing. That the report encapsulates all of items being discussed at this evening’s meeting. He described items included in public report and the District’s costs associated with the formation of CFD 2021-1 (Mediterra). Chairman Smith stated that this is the time and place set for a duly noticed Public Hearing regarding the proposed establishment of Community Facilities District No. 2021-1 (Mediterra) of East Valley Water District and Improvement Areas 1 and 2, the proposed Rate and Method of Apportionment of Special Taxes with respect to each Improvement Area and the proposed issuance of bonds of the Community Facilities District on behalf of each Improvement Area. He added that the Board of Directors previously received and reviewed a Community Facilities District Report, prepared by Koppel & Gruber Finance, Special Tax Consultant to the District. THE CHAIRMAN OPENED THE PUBLIC HEARING AT 5:57 P.M. PUBLIC COMMENTS Chairman Smith declared the public participation section of the meeting open at 5:57 p.m. There being no written or verbal comments, the public participation section was closed. ADJOURN TO REGULAR BOARD MEETING AT 5:58 P.M. BOARD DISCUSSION Director Morales and Vice Chairman Goodrich both commented that the agenda item was previously presented to the Finance & Human Resources Committee. There were no further questions or comments from the Governing Board. A motion was made by Director Carrillo, seconded by Vice Chairman Goodrich, that the Board adopt Resolution 2021.24 and CFD 2021-1 Resolution No. 2021.01 as submitted. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None Chairman Smith stated that the Resolutions adopted establish the District and Improvement Areas 1and 2 therein, authorize the levy of special taxes within the District in accordance with the applicable Rate and Method of Apportionment of Special Taxes, determine the necessity to incur bonded indebtedness and call an election within Improvement Areas 1 and 2 of the District. Election is to be held at this time by the District Clerk, as the District has received from all owners of taxable property within the District waivers as to the time for holding the election. CERTIFYING RESULTS OF ELECTION FOR COMMUNITY FACILITIES DISTRICT 2021-1 (HIGHLAND HILLS) The District Clerk stated that all ballots have been cast in connection with the election for Improvement Areas 1 and 2 of Community Facilities District No. 2021-1 of East Valley Water District and the elections have now been closed. The results of said elections and the number of votes cast for and against Propositions A, B and C for Improvement Area No. 1 were unanimous, votes in favor of all propositions. The results of said elections and the number of votes cast for and against Propositions A, B and C for Improvement Area No. 2 were unanimous, votes in favor of all propositions. A motion was made by Vice Chairman Goodrich, seconded by Director Coats, that the Board adopt CFD 2021-1 Resolution No. 2021.02 as submitted. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None Chairman Smith stated that with respect to authorizing the levy of special tax within the District a vote is needed. A motion was made by Director Coats, seconded by Vice Chairman Goodrich, that the Board adopt CFD 2021-1 Ordinance No. 1 as submitted. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None d.Consider Adoption of Ordinance No. 402 - Establishing Compensation, Benefits, and Authorizing Reimbursement of Expenses and Establishing Training Requirements for the Board of Directors; Public Hearing The General Manager/CEO provided information regarding the Board of Directors compensation and daily meeting stipend. He stated that staff gathered data from comparator agencies that the District uses as part of employee negotiations and determined the average daily stipend to be $228.76. He stated that the compensation has not been adjusted since 2008 and that staff recommends increasing the daily stipend from $175 to $225 to remain consistent with comparator agencies. The General Manager/CEO stated that after further review by the District’s Legal Counsel the ordinance may take effect 60 days after approval, which calculates to be February 6, 2022, rather than the first of the new year as initially stated in the staff report. The General Manager/CEO recommends that the Board consider implementing a policy to determine future changes to Board compensation, consistent with employee negotiations. THE CHAIRMAN OPENED THE PUBLIC HEARING AT 6:08 P.M. PUBLIC COMMENTS Chairman Smith declared the public participation section of the meeting open at 6:08 p.m. There being no written or verbal comments, the public participation section was closed. ADJOURN TO REGULAR BOARD MEETING AT 6:09 P.M. BOARD DISCUSSION Director Morales commented that the proposed changes seem fair and reasonable. There were no further questions or comments from the Governing Board. A motion was made by Director Morales, seconded by Vice Chairman Goodrich, that the Board adopt Ordinance No. 402. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None e.Consider Approval of Board Reorganization: A. Elect official officers for the positions of Board President and Vice President B. Appointment of General Manager/CEO C. Set the time, day and place for holding meetings A motion was made by Director Carrillo, seconded by Vice Chairman Goodrich, that the Board approve the following: A)Phillip R. Goodrich to serve as Board President and James Morales Jr. to serve as Vice President. B)John Mura be appointed as General Manager/CEO. C)Regularly scheduled meetings will be held at 31111 Greenspot Rd., Highland, CA 92346 on the 2nd and 4th Wednesday of each month at 5:30 p.m. The motion carried by the following roll call vote: Ayes: Morales, Goodrich, Carrillo, Coats, Smith Noes: None Absent: None 4.REPORTS a.Board of Directors’ Reports Director Morales reported on the following: November 30 he participated in the Finance & Human Resources Committee meeting; December 1 he attended the Association of California Water Agencies (ACWA) Annual Fall Conference where he attended several breakout sessions and the 2022/23 elections took place; December 2 he attended the ACWA Region 9 meeting where he Chaired the meeting; and December 7 he participated in the Finance & Human Resources Committee where they reviewed the Comprehensive Annual Financial Report (CAFR). Director Coats reported on the following: November 15 he attended the Association of San Bernardino County Special Districts membership meeting; November 16 he attended the Highland Chamber of Commerce monthly meeting where a representative from LifeStream blood bank was the speaker; November 16 he participated in the San Bernardino Valley Municipal Water District (SBVMWD) Board meeting where they approved a resolution to apply for a $10 million grant to help pay for the Weaver Basin project; November 18 he participated in SBVMWD Policy Workshop meeting; November 19 he met with the General Manager/CEO to discuss District business; November 22 he participated in the Engineering & Operations Committee meeting; December 1-2 he participated in the ACWA Fall Conference; December 3 he met with the General Manager/CEO to discuss District; and December 7 he participated in the SBVMWD Board meeting where they discussed District business. Director Carrillo reported on the following: November 16 he participated in the Inland Action meeting where he chaired the subcommittee on judicial affairs; November 19 he discussed District business with the General Manager/CEO; and December 6 he met with the General Manager/CEO to discuss District business and review the agenda. Vice Chairman Goodrich reported on the following: November 15 he attended the Association of San Bernardino County Special Districts membership meeting; November 16 he attended the Highland Chamber of Commerce meeting; November 20 he was provided a tour of the Sterling Natural Resource Center where he viewed construction progress; November 30 he participated in the Finance & Human Resources Committee meeting; December 2 he participated in the ACWA Fall Conference; December 3 he reviewed the agenda with the General Manager/CEO; December 6 he met with the General Manager/CEO to discuss District business; and December 7 he participated in the Finance & Human Resources Committee meeting. Chairman Smith reported on the following: November 15 he attended the Association of San Bernardino County Special Districts membership meeting; November 16 he attended the Highland Chamber of Commerce meeting; November 22 he participated in the Engineering & Operations Committee meeting; November 23 he was provided a tour of the Sterling Natural Resource Center here he reviewed construction progress; December 2 he participated in the ACWA Fall Conference; December 3 he participated in agenda review with the General Manager/CEO; and December 6 he met with the General Manager/CEO to discuss District business. b.General Manager/CEO Report The General Manager/CEO reported that the District recently submitted an application to participate in the California Water and Wastewater Arrearages Payment Program which will allow customers who fell behind on their bill during the Covid-19 pandemic to receive state funded credit. He stated that the District had 1,270 customers that are eligible for the program and we will be working with the State Resources Control Board throughout the distribution process. The General Manager/CEO announced that December 15 the District will be holding a special Board meeting. The General Manager/CEO thanked Director David Smith for his dedication and professionalism over the past two years serving as Board Chairman. c.Legal Counsel Report No report at this time. d.Board of Directors’ Comments Director Carrillo applauded Director Smith for his service as Board Chairman and for his leadership. Director Morales praised Director Smith for a job well done serving on the Board as Chairman and stated that he looks forward to working with incoming Chairman Goodrich on maintaining the East Valley Water District cadence. Director Coats commended Director Smith for his service as Board Chairman and congratulated Mr. Dale Barlow for his 25 years of employment at the District. Director Goodrich stated that he is looking forward to the challenge to serve as Board Chairman. Director Smith thanked District staff for their support of the Highlander’s Boxing Club; and he thanked the General Manager/CEO and District staff for their support and assistance during his tenure. ADJOURN Chairman Smith adjourned the meeting at 6:34 p.m. Phillip R. Goodrich, Board President John Mura, Secretary Agenda Item #4a January 12, 20221 2 8 3 Meeting Date: January 12, 2022 Agenda Item #4a Informational Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: Chairman of the Board SUBJECT: Succession Planning Ad-Hoc Committee Update RECOMMENDATION This agenda item is for informational purposes only, no action required. BACKGROUND / ANALYSIS The District has gone to great lengths to develop a Succession Plan that prepares for changes in staffing, including anticipated employee retirements. This process allows for a higher degree of preparation and consistency as significant organizational changes take place. After 10 years of devoted service to the District and a full career dedicated to public service, Mr. Mura has informed the Governing Board of his intentions to retire in 2022. In light of this advance notification, a Succession Planning Ad-Hoc Committee (Ad-Hoc Committee) was established at the July 14, 2021 Regular Board Meeting to facilitate Board Member participation in the District’s Succession Planning process, and to specifically address the recruitment and selection of a new General Manager/CEO. As an example of trust and transparency, Mr. Mura has committed to remain with the District through the completion of the Sterling Natural Resources Center. Given the progress of the project, he anticipates his retirement to be effective August 2022. The Ad-Hoc Committee met on December 13, 2021, to provide an updated recruitment timeline in accordance with Mr. Mura’s retirement schedule. In anticipation of the necessary activities, staff has worked with the Ad Hoc Committee to prepare a Request for Proposal (RFP) seeking a recruitment firm which will be issued on January 14, 2022. Once the RFP closes on February 18, 2022, and the committee will review qualifying proposals. The selected recruitment firm will facilitate this highly competitive and critical process by attracting world class candidates. The Board will continue to be provided updates on the Ad-Hoc Committee’s progress, especially as the recruitment becomes active. This process is anticipated to conclude over the summer with the Board of Director’s review of candidates and ultimate selection of a new General Manager/CEO. AGENCY GOALS AND OBJECTIVES III - Deliver Public Service With Purpose While Embracing Continuous Growth Agenda Item #4a January 12, 20222 2 8 3 Meeting Date: January 12, 2022 Agenda Item #4a Informational Item D. Embrace an Environment of Active Learning and Knowledge Sharing Through State-of-the-Art Data Management IV - Promote Planning, Maintenance and Preservation of District Resources B. Enhance Planning Efforts that Respond to Future Demands REVIEW BY OTHERS This agenda item has been reviewed by the Administrative Department FISCAL IMPACT The fiscal impact associated with this agenda item was included in the FY 2021/22 budget. Respectfully submitted: ________________ Phillip R. Goodrich Chairman of the Board ATTACHMENTS GM Recruitment Timeline GENERAL MANAGER RECRUITMENT TIMELINE JULY AUGUST SEPTEMBER OCTOBER TO DECEMBER 20222021 JANUARY FEBRUARY MARCH APRIL MAY JUNE JULY AUGUST Succession Planning Ad-Hoc Committee established during Board Meeting July 14 July 19 to 30 Aug. 2 to 20 Jan. 14 to Feb. 18Aug. 23 to Sep. 10 Ad-Hoc Committee prepares outline for recruitment plan, creates internal and external surveys, etc. Surveys are distributed, data is collected, meetings are conducted Work on RFP for recruitment Ůb] RFP posted Feb. 21 to Mar. 14 ESfXSgŮb] proposals Mar. 21 to Apr. 4 Interview and select Ůb] Apr. 11 to Apr. 22 Initial meetings gXdWŮb] Apr. 25 to May 6 Firm drafts recruitment plan and űiSbT_b review May 9 to 31 Flyer and recruitment plan are Ů^N[XkSR July 18 to 22 Final review of candidate packets July 25 to Aug. 5 Interview process for selected candidates June 6 to July 15 GM recruitment is posted; Board begins reviewing candidate packets Selected GM ready to join the EVWD team in August Agenda Item #5a January 12, 20221 2 8 4 Meeting Date: January 12, 2022 Agenda Item #5a Discussion Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Consider Materials Testing and Inspection Services Contract Amendment for the Sterling Natural Resource Center (SNRC) RECOMMENDATION Staff recommends that the Board of Directors authorize the General Manager to execute a contract amendment with Group Delta Consultants to provide additional Material Testing and Inspection Services for the SNRC project for a not-to-exceed amount of $365,400. BACKGROUND / ANALYSIS In February 2019, the Board of Directors authorized a contract with Group Delta Consultants for a not-to-exceed amount of $613,673 to provide material testing and inspection services during the construction of the SNRC and associated effluent pipelines. With the inclusion of the anaerobic digestion system, additional material testing and inspection services were added to ensure that those elements of the project conform with the specified requirements of construction by an amendment in the amount of $350,000 in October 2020. Additional scope of work will be required for material testing and inspection relating to the emergency storage basins, boundary wall foundations and wall grouting, off-site improvements, and elements of the treatment plant that go beyond the original scope of work. The scope of this added work includes soil compaction testing, strength testing of concrete, testing of subgrade and paving, and inspection of structural steel welding and bolting. The requested not-to-exceed amount of $365,400 includes a 10% contingency. AGENCY GOALS AND OBJECTIVES I - Implement Effective Solutions Through Visionary Leadership A. Identify Opportunities to Optimize Natural Resources IV - Promote Planning, Maintenance and Preservation of District Resources A. Develop Projects and Programs to Ensure Safe and Reliable Services C. Dedicate Efforts Toward System Maintenance and Modernization Agenda Item #5a January 12, 20222 2 8 4 Meeting Date: January 12, 2022 Agenda Item #5a Discussion Item REVIEW BY OTHERS This agenda item has been reviewed by the executive management team. FISCAL IMPACT The not-to-exceed contract amendment amount of $365,400 exceeds both the current year budget, and the amount included in our State Revolving Funds (SRF) funding request. In order to avoid negative schedule and cost impacts, staff is requesting that the deficit be paid out of District replacement reserves. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Jeff Noelte Director of Engineering and Operations ATTACHMENTS No attachments. Agenda Item #5b January 12, 20221 Meeting Date: January 12, 2022 Agenda Item #5b Discussion Item Regular Board Meeting with Closed Session TO: Governing Board Members FROM: General Manager/CEO SUBJECT: Consider Sterling Natural Resource Center - Third Amendment to the Regional Regional Recycled Water Facilities Reimbursement Agreement RECOMMENDATION Staff recommends that the Board of Directors authorize the General Manager/CEO to execute the Third Amendment to the Regional Recycled Water Facilities Reimbursement Agreement with the San Bernardino Valley Municipal Water District. BACKGROUND / ANALYSIS The Sterling Natural Resource Center (SNRC) is an essential project currently under construction for the development of recycled water to benefit users of the local Bunker Hill Groundwater Basin. Once wastewater has been recycled at this state-of-the-art facility it will flow through a pipeline to the groundwater recharge facilities known as the Weaver Basins. Through collaborative efforts with San Bernardino Valley Municipal Water District (Valley District), this pipeline is an integral part of regional recycled water infrastructure that can be used to convey recycled water not only from the SNRC but flows from other projects like the Tertiary Treatment System, a project proposed by the City of San Bernardino. Valley District is leading the effort to construct Regional Recycled Water Facilities that will enhance the reliability of local and imported water supplies through the development of recycled water for maximum community benefit. This has resulted in a partnership that would allow for Valley District to reimburse East Valley Water District (EVWD) for the design and construction of certain elements of the Regional Recycled Water Facilities. Initially, it was anticipated that groundwater recharge would take place at Redlands Basins, an existing facility owned by the City of Redlands. Two reimbursement agreements were approved in 2019 for the design and construction of the recycled water pipeline from the SNRC to the Redlands Basins. Following the execution of the reimbursement agreements in 2019, joint discussions determined that continuous recharge of recycled water would be more favorable at a 62-acre site secured by Valley District within the City of Highland near Weaver Street, south of Greenspot Road. Exhibit A shows the recycled water infrastructure anticipated by Valley District, including the proposed Weaver Basins and the associated pipeline. Exhibit B is a conceptual site plan of the Weaver Basins. A third agreement, referred to as the Second Amendment, was approved in April 2021 to address the design and Agenda Item #5b January 12, 20222 Meeting Date: January 12, 2022 Agenda Item #5b Discussion Item planning of the Weaver Basins and the associated recycled water pipeline extension. Now that the design and planning of the Weaver Basins and associated pipeline is essentially complete and construction cost estimates are available, Valley District approved the Third Amendment to the Reimbursement Agreement on January 4, 2022. This agreement outlines that Valley District shall reimburse EVWD for all actual fully burdened costs of design and construction of the Weaver Basins and associated pipeline. Upon completion of construction, EVWD will have access to the site for recharge, but Valley District will be the owners of the Regional Recycled Water Facilities (Weaver Basins and connecting pipeline). AGENCY GOALS AND OBJECTIVES I - Implement Effective Solutions Through Visionary Leadership A. Identify Opportunities to Optimize Natural Resources II - Maintain a Commitment To Sustainability, Transparency, and Accountability C. Pursue Alternative Funding Sources IV - Promote Planning, Maintenance and Preservation of District Resources A. Develop Projects and Programs to Ensure Safe and Reliable Services REVIEW BY OTHERS This agenda item has been reviewed by the executive management team. FISCAL IMPACT The Regional Recycled Water Facilities Reimbursement Agreement will fund the design and construction of the Regional Recycled Water Facilities. Recommended by: ________________ John Mura General Manager/CEO Respectfully submitted: ________________ Jeff Noelte Director of Engineering and Operations ATTACHMENTS Agenda Item #5b January 12, 20223 Meeting Date: January 12, 2022 Agenda Item #5b Discussion Item Exhibit A Regional RW Map Exhibit B Weaver Basin Conceptual Site Plan Santa An a R i v e r Seven Oaks Dam CitrusReservoir Crafton HillsReservoir REDLANDS HIGHLAND SAN BERNARDINO YUCAIPA LOMA LINDACOLTON I §¨¦10 ·|}þ210 Leg en d Re-Purposed Existing Pipeline Future Recycled Water Pipeline SBMWD Santa Ana River Pipeline Future Connector Valley District Pipeline SNRC Site §¨¦215 Future RecycledWater Pipeline §¨¦10 Weaver Basins | <--- U n k n o w n C o n d i t i o n --> | Future Connector Y:\2020\1800_SNRC\EffluentPipelineLtrSz.mxd SBMWDClean Water Factory Regional Rec ycle d Wa ter Fac ilities Map 1:90,000 ·|}þ210 Dike D EnhancedRechargeBasins