HomeMy WebLinkAboutAgenda Packet - EVWD Board of Directors - 03/26/2002 East v tlley Water District
1155 DEL ROSA AVENUE, SAN BERNARDINO, CA
REGULAR BOARD MEETING March 26, 2002 2:00 P.M.
AGENDA
"In order to comply with legal requirements for posting of agenda, only those items filed with the District
Secretary by 10:00 a.m. on Tuesday prior to the following Tuesday meeting not requiring departmental
investigation, will be considered by the Board of Directors".
CALL TO ORDER
PLEDGE OF ALLEGIANCE
1. Approval of Agenda
2. Public Comments
CONSENT CALENDAR
3. Approval of Board Meeting Minutes for March 12, 2002.
4. Resolution 2002.10 - Dedication of Water Distribution System within Tract 15375 in the City of
Highland.
Resolution 2002.11 - Dedication of Sewers within Tract 15375 in the City of Highland.
6. Approval of Development Agreement between East Valley Water District and Granite Homes to
provide water and sewer service to 67 dwelling units within Tract 15850 located at the southeast
corner of Water Street and Church Street in the City of Highland.
7. Approval of Liens for Delinquent Water and Sewer Accounts.
8. Accounts Payable Disbursements: Accounts Payable Checks #188333 through #188509 were
distributed March 6, 2002 through March 13, 2002 in the amount of $760,718.31. Payroll Checks
were distributed March 15, 2002 in the amount of $78,472.93. Total Disbursements for the period
were $839,191.24.
OLD BUSINESS
9. Radon Rule Update (General Manager)
10. Proposal from CDM to provide Construction Management Services for the Plant 37 Relocation
Project. Discussion and Possible Action.
11. Protest of Award of Contract for the Plant 37 Relocation Project.
'~N EW BUSINESS
12. Briefing report on federal affairs and legislation by Fred Hicks.
13. San Bernardino Valley Water C~onservation District's Report of the 2001-2002 Annual
Engineering investigation of the Bunker Hill Basin and proposed increase in groundwater
replenishment charge.
'l 4. Discussion and possible action regarding an EVWD sponsored poster contest.
REPORTS
15. March 6 - March 20, 2002 - Releases of Lien for Delinquent Water and Sewer Accounts.
16. General Manager's Report.
17. Oral Comments from Board of Directors.
MEETINGS
18. Skill Path Seminars "Finance & Accounting for Non-Financial Managers", two day workshop at
various location and dates in California.
WATER EDUCATION FOUNDATION "Managing Ground Water Basins for Water Quality and
Supply", Doubletree Hotel, Ontario, CA., April 11-12, 2002.
20. AWWA Annual Conference and Exposition "Your Bridge to the Future", New Orleans,
Louisiana, June 16-20, 2002.
21. SPECIAL DISTRICT FINANCE "Facing the Challenges of Fiscal Leadership in Changing
Times", Palm Springs Marquis Resort, June 27-28 2002.
CLOSED SESSION
22. CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION
Initiation of litigation pursuant to Government Code Section 54956.9 (c)
One Potential Case.
ANNOUNCEMENT OF CLOSED SESSION ACTIONS
ADJOURN
DRAFT SUBJECT TO APPROVAL
v
EAST VALLEY WATER DISTRICT
REGULAR BOARD MEETING MARCH 12, 2002
MINUTES
The meeting was called to order at 2:00 p.m. by President Goodin. Director Sturgeon
led the flag salute.
PRESENT: Directors Lightfoot, Sturgeon, Wilson, Goodin
ABSENT: Director Negreta
STAFF: Robert Martin, General Manager; Brian Tompkins, Chief Financial
Officer; Mary Wallace, Administrative Assistant.
LEGAL COUNSEL: Steve Kennedy
GUEST(s): Jo McAndrews, Ron Buchwald (EVWD), Jeff Endicott (CDM), Izzat
Hamawi (CDM), Galit Ryan (DYK), Shelly Anderson (DYK)
APPROVAL OF AGENDA
Legal Counsel requested that the following New Business Item:
M/S/C (Sturgeon-Wilson) that the March 12, 2002 Agenda be approved as
submitted.
PUBLIC PARTICIPATION
President Goodin declared the public participation section of the meeting open at 2:03
p.m. There being no written or verbal comments, the public participation section was
closed.
APPROVAL OF FEBRUARY 26, 2002 BOARD MEETING MINUTES.
M/S/C (Lightfoot-Sturgeon) that the February 26, 2002 Board Meeting Minutes
be approved as submitted.
REVIEW AND ACCEPT FINANCIAL STATEMENTS FOR THE PERIOD ENDED
JANUARY 31, 2002.
M/S/C (Lightfoot-Sturgeon) that the Financial Statements for the period ended
January 31,2002 be accepted.
APPROVAL OF LIENS FOR DELINQUENT WATER AND SEWER ACCOUNTS.
The General Manager stated that the charges identified by Account No.043-0015-1 had
been paid and should be removed from the lien list.
M/S/C (Lightfoot-Sturgeon) that the liens for delinquent water and sewer
accounts be approved for processing with the revision noted by the General Manager.
DISBURSEMENTS
M/S/C (Lightfoot-Sturgeon) that General Fund Disbursements #188205 through
#188332 in the amount $288,672.46 and Payroll Fund Disbursements #7801 through
#7855 in the amount of $62,960.56, and Payroll Fund Disbursements distributed March
1, 2002 in the amount of $77,103.79 totaling $365,776.25 be approved.
LETTERS NOTICING THE LEVELS OF PERCHLORATE GREATER THAN THE DHS'
NEWLY-DEVELOPED ACTION LEVEL OF 4 ug/L.
Letters to the Board of Supervisors of the County of San Bernardino and the City
Councils of San Bernardino and Highland regarding the revision to the Perchlorate
Action Level released by the USEPA. Information only.
THE AWARD OF BID FOR THE PLANT 37 PROJECT was presented to the Board for
approval.
Two bids were received on February 28, 2002 at the East Valley Water District with the
recommendation to award a construction contract to the lowest responsive and
responsible bidder, SSC Construction, Inc.
M/SIC (Wilson-Sturgeon) that the bid for the Plant 37 Relocation Project be
awarded to SSC Construction, Inc.
DIRECTOR NEGRETE ARRIVED AT 2:15 P.M.
LAFCO "NOTICE OF HEARING" ON MARCH 20, 2002, 175 W. FIFTH ST., SAN
BERNARDINO, CA. Information only.
2 MINUTES: MARCH 12, 2002
V
JOINT ESCROW INSTRUCTIONS REGARDING PROPERTY EXCHANGE
AGREEMENT BETWEEN MWD AND EVWD were presented to the Board for approval.
Legal counsel stated that a part of these instructions were not consistent with the
original agreement.
M/S/C (Lightfoot-Sturgeon) that the amended Joint Escrow Instructions be
approved and the General Manager and Board President be authorized to sign the
Instructions following amendments agreed to by District's Legal Counsel and the
General Manager.
RESOLUTION 2002.09 - AUTHORIZING EXECUTION OF A GRANT DEED FROM
THE METROPOLITAN WATER DISTRICT OF SOUTHERN CALIFORNIA was
presented to the Board for approval.
M/S/C (Lighffoot-Sturgeon) that Resolution 2002.09 be approved pending the
execution of the amended Joint Escrow Instructions.
RADON RULE UPDATE
The General Manager reported on the District's progress with the Rule to date; that the
Westcas Board and the CMUA Board of Governors were in concurrence with the
District's approach on the Radon rule. Information only.
DIRECTOR'S FEES AND EXPENSES FOR FEBRUARY 2002 were presented to the
Board for approval.
M/S/C (Lightfoot-Negrete) that the Director's fees and expenses for February
2002 be approved.
RESOLUTION 2002.08 - INCREASING THE EMERGENCY RESERVE ACCOUNT
FOR THE EAST VALLEY WATER DISTRICT was presented to the Board for approval.
M/SIC (Sturgeon-Negrete) that Resolution 2002.08 be approved.
A SIGNED PETITION FROM DISTRICT EMPLOYEES TO CLOSE THE DISTRICT
OFFICE ON JULY 5, 2002 AND USE A VACATION DAY TO ALLOW FOR A 4-DAY
WEEKEND was presented to the Board for approval.
M/S/C (Wilson-Sturgeon) that the request from employees to dose the District
office on July 5, 2002 be approved.
3 MINUTES: MARCH 12, 2002
FEBRUARY 15 to MARCH 5, 2002 RELEASES OF LIEN FOR DELINQUENT WATER
AND SEWER ACCOUNTS.
List of liens released from February 15 to Mamh 5, 2002 was reviewed. Information
only.
GENERAL MANAGER'S REPORT
The General Manager reported on District operations to date; that he had just received
word that California's First Lady, Mrs. Davis was currently speaking before the Highland
Chamber of Commeme; that the District had donated 490 cases of bottled water to the
Redlands Bicycle Classic and stated that President Goodin would represent the District
would and present awards to cyclists at the staging center in Highland tomorrow; that a
tour of various water districts to study the architectural design and accommodations of
their buildings had been scheduled for Tuesday, March 19th. Information only.
ORAL COMMENTS FROM BOARD OF DIRECTORS.
Director Lightfoot commented on the recent LAFCO Committee Meeting he had
attended at which the alternative funding formulas for Independent Special Districts'
share of LAFCO costs for fiscal year 2002-03 were discussed. Information only.
Director Sturgeon asked about the status of the District's new bottted water inventory
and that he would like the District to furnish the Water Education Foundation with 20
cases of the existing inventory for their tour next week. Information only.
Director Negrete presented an update on the "Lakes and Streams" project.
Information only.
Director Goodin stated that the District's web site was on line; that the District had
donated 150 cases of bottled water to the March 23rd Riverside Air Show. Information
only.
There being no further verbal or written comments from the Directors, this section of the
meeting was closed.
SAN BERNARDINO AREA CHAMBER OF COMMERCE "BUSINESS AFTER
HOURS" MARCH 2i, 2002, AMERICAN RED CROSS INLAND EMPIRE
HEADQUARTE4RS, 202 W. RIALTO AVE., SAN BERNARDINO. Information only.
ASBCSD MEMBERSHIP MEETING AND ANNUAL VENDOR FAIR, PANDA INN,
ONTARIO, MARCH i8, 2002. Information only.
4 MINUTES: MAE. CH 12, 2002
ACWA "ETHICS & the PUBLIC OFFICIAL", SHERATON GATEWAY HOTEL, SAN
FRANCISCO INTERNATIONAL AIRPORT, APRIL 10, 2002. Information only.
ADJOURN
The meeting was adjourned at 2:40 p.m.
Donald D. Goodin, President
Robert E. Martin, Secretary
5 MFNUTES: MARCH 12, 2002
RESOLUTION 2002.10
A RESOLUTION OF THE BOARD OF DIRECTORS
OF THE EAST VALLEY WATER DISTRICT
ACCEPTING DEDICATION OF WATER DISTRIBUTION SYSTEM
CENTEX HOMES
TRACT 15375
BE IT HEREBY RESOLVED by the Board of Directors of the East Valley Water District, as
follows:
WHEREAS, the water line relocation system and appurtenant structures constructed at
Tract 15375 for public use in the City of Highland, have been dedicated to East Valley Water
District by Donald A. James, Centex Homes.
NOW THEREFORE, BE IT HEREBY RESOLVED, that the Dedication of Water
Distribution System dated February 26, 2002 and executed by Donald A. James, Centex Homes
on February 26, 2002 be accepted and all rights, title and interest in and to said water system be
vested in the East Valley Water District, and that the Secretary of this District be, and is hereby
authorized and directed to record this Resolution with said Dedication of Water Distribution
system attached hereto, in the office of the County Recorder of the County of San Bernardino,
State of California.
The foregoing resolution was duly adopted at a meeting of the Board of Directors of the
East Valley Water District, upon motion duly made, seconded and carried on March 26, 2002.
AYES: Directors
NOES:
ABSENT:
EAST VALLEY WATER DISTRICT
Donald D. Goodin, President
Attest:
Robert E. Martin
Board Secretary
W2081
Tract 15375
03/06102 jw
RECORDING REQUESTED B"/~,~ ~
East Valley Water District
WHEN RECORDED MAIL TO:
East Valley Water District
Post Office Box 3427
San Bernardino, California 92413
CERTIFICATION OF
PLATE VI
DEDICATION OF WATER SYSTEM
Board of Directors
East Valley Water District
San Bernardino, California 92413
We hereby declare that the water system and appurtenant structures to be constructed in
~V-~c-~ \~ in accordance with all the requirements of the East Valley Water
District are intended for pubiic use and that upon their acceptance by said District, all rights, title and interest of the
undersigned in and to said water system shall thereupon vest in the District. the within dedication shall be binding
upon heirs, successors, assignees, executors, or administrators of the undersigned.
The undersigned further declares and hereby certifies that there are no liens or debts of any nature presently
due or outstanding against or upon said water system and appurtenant structures for labor or materials or for any
other cause, and that the undersigned will hold East Valley Water District free and harmless from any and all such
claims of liens asserted upon said water system and appurtenant structures should they be claimed or arise
provided such claims or liens arose from acts which occurred on or before the date listed above.
(Corporate Seal) ~._~.
STATE OF CALIFORNIA )
COUNTY OF .~.t'\!i~.~,_._~-,i~--__.. ))
On "~.'L~ ' .2~¢ ,20 02, before me, the undersigned, a Notary Public in and for the said County and
State, personally appeared ~,,~f~f~d /¢~ ,5
Ily k (wp .................. ) t (~ (,S,)/
persona nown to me raved to me ,~,, ,,,~ uoo,o ~,, oo,,o,o~.,u~y ~v;uen,.e o be the person whose name
is/are subscribed to the same in his/,her/thuir authorized capacity (ies~, and that by his/~edtheir signature ¢ on the
instrument the person (.s~, or the entity upon behalf of which the person ~)'acted, executed the instrument.
WITNESS my han_d and offi~cia~,. .
% \'%~,~/ o,,n~, County
(Rev: 5~3~96)
RESOLUTION 2002.11
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE EAST VALLEY WATER DISTRICT
ACCEPTING DEDICATION OF SEWERS
CENTEX HOMES
TRACT 15375
BE IT HEREBY RESOLVED by the Board of Directors of the East Valley Water District, as
follows:
WHEREAS, the sanitary sewers and appurtenant structures constructed in accordance
with specifications of the East Valley Water District at Tract 15375 for public use in the City of
Highland, have been dedicated to East Valley Water District by Donald A. James, Centex Homes.
NOW THEREFORE, BE IT HEREBY RESOLVED, that the Dedication of Sewers dated
February 26, 2002 and executed by Donald A. James, Centex Homes on February 26, 2002 be
accepted and all rights, title and interest in and to said sewers be vested in the East Valley Water
District, and that the Secretary of this District be, and is hereby authorized and directed to record
this Resolution with said Dedication of Sewers attached hereto, in the office of the County
Recorder of the County of San Bernardino, State of California.
***********************
The foregoing resolution was duly adopted at a meeting of the Board of Directors of the
East Valley Water District, upon motion duly made, seconded and carried on March 26, 2002.
AYES: Directors
NOES:
ABSENT:
EAST VALLEY WATER DISTRICT
Donald D. Goodin, President
Attest:
Robert E. Martin
Board Secretary
82081
Tract 15375
03106/02 jw
01~1 ~.LSIA
ws~ OmN3o ~
RECORDING REQUESTED BY.',,~,' V
East Valley Water District
WHEN RECORDED MAIL TO:
East Valley Water District
Post Office Box 3427
San Bernardino, California 92413
CERTIFICATION OF
DEDICATION OF SEWERS SYSTEM
Board of Directors
East Valley Water District
San Bernardino, California 92413
DATE: 2 ( 7~(~ (0 2.-
We hereby declare that the sanitary sewers and appurtenant structures to be constFucted in
'""~,¢.~c~ \~-?~' in accordance with ail the requirements of the East Valley Water
District are intended for public use and that upon their acceptance by said District, all rights, flue and interest of the
undersigned in and to said sewers shall thereupon vest in the District. The within dedication shall be binding upon
heirs, successors, assignees, executors, or administrators of the undersigned.
The undersigned further declares and hereby certifies that there are no liens or debts of any nature presently
due or outstanding against or upon said sanitary sewers and appurtenant structures for labor or materials or for any
other cause, and that the undersigned will hold East Valley Water district free and harmless from any and all such
claims of liens asserted upon said sanitary sewers and appurtenant structures should they be claimed or arise
provided such claims or liens arose from acts which occurred on or before the date listed above.
(Corporate Seal)
STATE OF CALIFORNIA )
On ~ y ~ ,20¢~, before me, the undersigned, a Nota~ Public in and for the said County and
State, personally appeared ~~
personally known to me (er prc'.'~3 [o ~,e ~. [h~ ~i: cf ca~facton/av~doccc~ to be the person~whose name(~
is~ subscribed to the same in his,~cdt~r authorized capacity~ and that by his/~tU,dir signature ~on the
instrument the person ~ or the entity upon behalf of which the person ~acted, executed the instrument.
WITNESS my hand and official seal.
Signature ~.- (Seal)
- Orange County
22
DEVELOPMENT AGREEMENT
THIS AGREEMENT is made this day of ~ , by and between EAST
VALLEY WATER DISTRICT, a public agency (hereinafter "the DISTRICT"), and GRANITE
HOMES (hereinafter "the DEVELOPER").
RECITALS
A. The DISTRICT is a County Water District organized and operating pursuant to
California Water Code Section 30000 et seq.
B. The DEVELOPER proposes to subdivide and develop certain real property within
the boundaries of the DISTRICT which is located at southeast comer of Water Street and Church
Street, in the City of Highland, County of San Bemardino, State of California, and is generally
identified as Tract No. 15850 (hereinafter "the PROPERTY"). A copy of the Tentative Tract
Map for the PROPERTY is attached hereto as Exhibit "A" and is incorporated herein by this
reference.
C. The devglopment of the PROPERTY will consist of 6 7 dwelling units, and the
DEVELOPER desires that the DISTRICT provide domestic water and sewer service to the
PROPERTY. The DEVELOPER intends to design and construct the facilities necessary for
water and sewer service to be furnished to the PROPERTY.
D. The DISTRICT supplies domestic water and sewer service within the area to be
served and is the public agency empowered by law to provide such services to the PROPERTY.
E. The purpose of this AGREEMENT is to provide the terms and conditions under
which the DEVELOPER will design and construct the facilities necessary for the DISTRICT to
supply water and sewer service to the PROPERTY (hereinafter "the PROJECT").
COVENANTS
NOW THEREFOR_E, in consideration of the preceding Recitals and the mutual
Covenants contained herein, the parties hereto agree as follows:
Section 1. DESIGN OF FACILITIES. The DEVELOPER agrees to design the water and
sewer facilities for the PROPERTY in the following manner and according to the Rules and
Regulations of the DISTRICT:
a. The DISTRICT agrees to provide to the DEVELOPER tentative
water and sewer plans which conform to the requirements oft_he DISTRICT.
b. The DEVELOPER agrees to design the water and sewer facilities
for the PROPERTY in accordance with the DISTRICT's Standards for Design and
Processing of Water and Sewer Plans and the tentative plans provided by the
DISTRICT. The designs shall be submitted to the DISTRICT in a complete form
which shall provide sufficient information for review and approval by the
DISTRICT in the exercise of its sole discretion.
c. The DISTRICT may request certain changes in the plans to
provide for oversizing of facilities, which DEVELOPER agrees to incorporate into
the plans and specifications for the PROPERTY.
d. The DEVELOPER shall furnish the DISTRICT with any and all
easements necessary for the construction, operation, maintenance, and repair of any
and ail water and/or sewer facilities to be installed and/or used for the PROJECT.
All easements shall be submitted to the DISTRICT for review and approval by the
DISTRICT in the exercise of its sole discretion prior to the DISTRICT's acceptance
of any dedication of the PROJECT facilities under Section 6 of this
AGREEMENT.
e. The DEVELOPER shall submit all plans, drawings, specifications,
and contract documents, for all work to be performed pursuant to this
AGREEMENT, to the DISTRICT for review and approval, if acceptable to the
DISTRICT. The DISTRICT agrees to review all such documents in a timely
manner and, upon inclusion of all changes thereto requested by the DISTRICT in a
manner satisfactory to the DISTRICT, the DISTRICT will provide the
2
DEVELOPER with authorization to proceed. The DEVELOPER shall not proceed
with the construction of the PROJECT and any other water or sewer facilities for
use on the PROPERTY until the DISTRICT so authorizes.
Section 2. CONSTRUCTION OF FACILITIES. The DEVELOPER agrees to construct the
PROJECT and all other water and sewer facilities necessary for the PROPERTY in the following
manner subject to the DISTRICT's approval:
a. The DEVELOPER shall obtain all necessary permits from the (ciW
or county) and all other public or private agencies required for the construction
thereof. The PROJECT and the facilities appurtenant thereto shall be constructed
at a location detenuined by the DISTRICT, and shall be relocated by the
DISTRICT at the DEVELOPER's sole expense if such relocation is deemed
necessary by the DISTRICT in its sole discretion. The DEVELOPER hereby
grants the DISTRICT full access to the PROPERTY and all other locations where
the work contemplated herein is to be performed.
b. All facilities constructed pursuant to this AGREEMENT shall be
in accordance with accepted standards and practices in the industry and in
compliance with all local, state, and federal laws, rules, and regulations. The
DEVELOPER shall be responsible for providing all labor, materials, and
equipment necessary to perform the work for the PROJECT, and such work shall
be performed in a timely and workmanlike manner by a party or entity acceptable
to the DISTRICT. All such facilities shall conform to the DISTRICT's Standard
Specifications for the Furnishing of Materials and the Construction of Water and
Sewer Pipelines. All costs and liabilities in connection with the design and
construction of the PROJECT shall be borne solely by the DEVELOPER.
The DISTRICT shall inspect and approve all work to be performed
under this AGREEMENT. However, any approval by the DISTRICT of such
work, or of the designs, specifications, reports, and/or materials furnished
hereunder, is understood to be conceptual approval only and will not operate to
relieve the DTEVELOPEK or its contractors, consultants, or subcontractors of
responsibility for complying with ali laws, codes, industry standards, and liability
for damages caused by negligent acts, errors, omissions, noncompliance with
industry standards, or their own willful misconduct. Ftu'ther, neither the
DISTRICT's review, approval, or acceptance of any of the work or services
performed in connection with this AGREEMENT shall be construed as a waiver of
any rights hereunder or of any defense or cause of action which the DISTRICT
may have arising out of the performance of this A_GREEMEIqT or any previous or
subsequent agreements. The DEVELOPER shall cause the facilities constructed
under this AGREEMENT to be inspected as required by any and ail other public or
private agencies.
Section 3. DEVELOPER'S COSTS. In addition to all other obligations imposed upon the
DEVELOPER under this AGREEMENT, the DEVELOPER shall be responsible for the payment
of all of the following:
a. The DEVELOPER shall pay to the DISTRICT all, or any portion,
of the connection fees for the PROPERTY at the time of application for water and
sewer service therefor. The DISTRICT will provide water and sewer service only
to those specific subdivision lots within the PROPERTY for which payment in full
has been made to the DISTRICT.
b. The DEVELOPER shall be solely responsible for the payment of
all costs, fees, and expenses associated with the construction, inspection, operation,
maintenance, repair, and relocation of the PROJECT, including all costs, fees, and
expenses incurred for the environmental analysis, engineering, and design of the
PROJECT.
c. The DEVELOPER shall comply with all roles, regulations,
resolutions, and ordinances of the DISTRICT that are currently in place or may
hereafter be adopted, and shall pay when due any and ail fees, deposits, charges,
rates, fines, penalties, taxes, and/or assessments that may be levied by the
DISTRICT.
d. The DEVELOPER hereby consents, and waives any objection, to
the exercise of any and all collection remedies that are available to the DISTRICT
under the law upon the PROPERTY and/or the person and/or property of
DEVELOPER and its shareholders and partners.
Section 4. SECURITY.
a. The DEVELOPER shall provide performance, completion, and/or
payment bonds for the PROJECT in the minimum amount of not less than 100
percent of the estimated construction costs containing covenants which are
acceptable to the DISTRICT and the (city or county)
b. The DEVELOPER shall provide a maintenance bond for the
PROJECT in the amount of I00 percent of the construction cost, which shall
contain covenants which are satisfacto~ to the DISTRICT. Such bond shall
remain in force for at least twelve (12) months from the date of acceptance by the
DISTRICT of the dedication of said facilities.
c. The DEVELOPER shall also procure and maintain during the
performance of this AGREEMENT such policies of insurance, bonds from an
acceptable surety, cash deposits, escrow accounts, letters of credit, and other forms
of security, in amounts and upon terms deemed sufficient by the DISTRICT in its
sole discretion to protect the DISTRICT from any and all exposure to loss and/or
liability.
Section 5. COSTS FOR OVERSIZING. Pursuant to Section 1.c, of this AGREEMENT, the
DISTRICT agrees to pay to the DEVELOPER the incremental cost of oversizing any PROJECT
facilities greater than twelve inches (12") in diameter for water distribution pipelines and ten
inches (I0") in diameter for sewage collection pipes. The DISTRICT shall determine the amount
5
of the incremental cost of oversizing and the method of payment in the exercise of its sole
discretion prior to its acceptance of the PROJECT facilities.
Section 6. DEDICATION OF FACILITI~ES.
a. The DEVELOPER shall, upon completion of the construction of
all facilities to be installed hereunder to the satisfaction of the DISTRICT, dedicate
said facilities to the DISTRICT by a deed of dedication or such other instrument as
the DISTRICT may prescribe, and the DISTRICT agrees to accept the dedication
thereof by formal action of its Board of Directors. Thereafter, such dedicated
facilities shall become and be operated and maintained by the DISTRICT as part of
the DISTRICT's water and sewer system. The DISTRICT shall not accept
dedication of said water or sewer facilities until all connection fees have been paid
unless otherwise allowed under Section 3.a. herein.
b. The DEVELOPER hereby grants the DISTRICT full access to the
PROPERTY for the purpose of installing, operating, inspecting, maintainh~g, and
repairing all meters, valves, and other appurtenances necessary for the DISTRICT
to record, regulate, and control the amount of water pumped therefrom.
Section 7. SERVICE RESTRICTIONS. Any obligation on the part of the DISTRICT to
supply water to the PROPERTY pursuant to the terms of this AGREEMENT shall be excused in
the event that the performance thereof is interrupted for any of the following reasons: riots,
wars, sabotage, civil disturbances, insurrection, explosion, court order, natural disasters such as
floods, earthquakes, landslides, and fires, and other labor disturbances and other catastrophic
events which are beyond the reasonable control of the DISTRICT. Notwithstanding any other
provision to the contrary, the DISTRICT may suspend or refuse water service to the PROPERTY
if the DEVELOPER is in breach, default, or violation of this AGREEMENT or any rule,
regulation, resolution, and/or ordinance of the DISTRICT that is currently in place or may
hereafter be adopted, or if such service would adversely affect the health, safety, or welfare of
the DISTRICT's customers, or for any other reason deemed paramount by the DISTRICT in its
sole discretion.
Section 8. NO REPRESENTATIONS, WARRANTIES, OR CLAIM OF WATER
RIGHTS. The DISTRICT makes no express or implied representations or warranties concerning
the quality, pressure, or temperature of any water delivered pursuant to the terms of this
AGREEMENT, or the manner in which the water is provided, or its fitness for any particular
purpose, and the DISTRICT shall not be held liable for any losses incurred or damages sustained
as a direct or indirect result thereof, nor shall the DISTRICT be held liable for any losses
incurred or damages sustained after the water furnished hereunder is transferred to the PROJECT
facilities. Any water conveyed by the DISTRICT under this AGREEMENT shall not serve as
the basis of, or otherwise support, any water fights claim that may be asserted by the
DEVELOPER.
Section 9. LIABILITY FOR DAMAGES. The DISTRICT shall not be held liable or
responsible for any debts or claims that may arise from the operation of this AGREEMENT, or
for any damage claims for injury to persons, including the DEVELOPER and/or its officers,
directors, shareholders, guests, invitees, trespassers, agents, contractors, consultants, and
employees, or for property damage, from any cause arising out of or in any way related to the
PROPERTY, the PROJECT, and/or the DEVELOPER's obligations hereunder.
Section 10. RELEASE. The DEVELOPER hereby expressly waives and releases the
DISTRICT and its agents, officers, directors, and employees from any and all liability for the
claims, actions, and/or losses set forth in Section 9 above and for any costs and expenses
incurred in connection therewith. The DEVELOPER, notwithstanding the provisions of
California Civil Code § 1542, which provides as follows:
"A general release does not extend to claims which
the creditor did not know or suspect to exist in his or her favor at the
time of the executed release which if known by him or her must have
materially affected his or her settlement with the debtor."
7
expressly waives and relinquishes all rights and benefits afforded to the DEVELOPER
thereunder and under any and al1 similar laws of any state or territory of the United States with
respect to the claims, actions, and/or losses referenced above. This AGREEMENT shall act as a
release of any claims that may arise from the aforementioned whether such claims are currently
known or unknown. The DEVELOPER understands and acknowledges the significance and
consequences such specific waiver of Civil Code § 1542 and hereby assumes full responsibility
for any injm'ies, damages, losses, or liability that may result from the claims identified above.
This AGREEMENT shall also act as a release cf any claims, actions, and/or losses set forth in
Section 9 above, that may arise in the future whether such claims are currently foreseen or
unforeseen.
Section ii. HOLD HARMLESS. Excepting the sole er active negligence or willful
misconduct of the DISTRICT, the DEVELOPER shall indemnify and hold the DISTRICT and
its officers, directors, agents, and employees harrnless from and against ali claims and liabilities
of any kind arising out of, in connection with, or resulting from, any and all acts or omissions on
the part of the DEVELOPER and/or its officers, directors, shareholders, partners, assignees,
guests, invitees, trespassers, agents, contractors, consultants, and employees in connection with
the PROPERTY, the PROJECT, and the performance of their obligations under this
AGREEMENT, including design defects, even if occurring after the completion of the
PROJECT, and defend the DISTRICT and its officers, directors, agents, and employees from any
suits or actions at law or in equity for damages, and pay all court costs and counsel fees in
connection therewith. In addition, the DEVELOPER agrees to defend, indemnify, and hold the
DISTRICT harmless from and against all claims, losses, liabilities, damages, demands, actions,
judgments, causes of action, assessments, penalties, costs, expenses (including, without
limitation, the reasonable fees and disbursements of legal counsel, expert witnesses, and
accountants), and all foreseeable and unforeseeable consequential damages which rrdght arise or
be asserted against the DISTRICT and/or the DEVELOPER with regard to the PROPI~RTY
and/or the PROJECT which are alleged and/or determined to be tortious, and/or in violation of
present and future federal, state, and local laws (whether under common law, statute, rule,
regulation, or otherwise), including, but not limited to, the California Environmental Quality Act,
Public Resources Code Section 21000 et seq., and the Guidelines adopted thereunder, California
Code of Regulations Section 15000 et seq., all as the same may be amended from time to time.
Section 12. NOTICES. Any notice, tender, or delivery to be given hereunder by either
party to the other shall be effected by personal delivery in writing or by registered or certified
mail, postage prepaid, return receipt requested, and shall be deemed communicated as of mailing
or in the case of personal delivery, as of actual receipt. Mailed notices shall be addressed as set
forth below, but each party may change its address by written notice in accordance with this
section.
If to the DISTRICT: East Valley Water District
P.O. Box 3427
1155 Del Rosa Avenue
San Beruardino, CA 92413
Attn: General Manager
If to the DEVELOPER: Granite Homes
2955 E. Main Street, Suite 210
Irvine, CA 92614
Attn: Mark Gerber
Section 13. DISPUTES. Any dispute or controversy arising out of, under, or in connection
with, or in relation to this AGREEMENT, and any amendments thereto, or the breach thereof,
which is not resolved informally by prior mutual agreement of the parties hereto, shall be
submitted to arbitration in accordance with the California Arbitration Act, Sections 1280 through
1294.2 of the Code of Civil Procedure. The cost of such arbitration shall be paid by the parties
equally; however, the prevailing party in the arbitration shall be entitled to reimbursement of its
attorneys fees and other costs incurred in connection therewith.
Section 14. ATTORNEYS FEES. If a dispute arises which cannot be resolved by
arbitration, regarding the breach or enforcement of the provisions of this AGREEMENT, the
prevailing party therein shall be entitled to recover ali attorneys fees and other costs actually
incurred in connection with reaching a resolution of the dispute whether or not an action, claim,
or lawsuit is filed. In any action brought, the entitlement to recover attorneys fees and costs will
be considered an element of costs and not of damages,
Section I5. iNUREMENT. This AGREEMENT and ali provisions hereof shall be jointly
and severally binding upon, and inure to the benefit of, the parties hereto, their respective heirs,
successors, legal representatives, and assigns, and each of the shareholders and parmers of the
DEVELOPER in their individual, separate, and/or other capacities.
Section i6. ASSIGNMENT. This AGREEMENT may not be assigned to any individual or
entity without the written consent of the parties hereto.
Section 17. INTEGRATION AND AMENDMENT. This AGREEMENT constitutes the
entire understanding of the parties hereto with respect to the subject matter hereof and supersedes
any and all prior agreements, whether oral or written, between the parties in connection
therewith. This AGREEMENT may not be amended unless in writing and signed by the parties
hereto.
Section 18. CAPTIONS. The captions of sections and subsections of this AGREEMENT
are for reference only and are not to be construed in any way as a part of this AGREEMENT.
Section 19. INTERPRETATION AND ENFORCEMENT. This AGREEMENT shall not
be construed against the party preparing it, but shall be construed as if both parties jointly
prepared this AGREEMENT and any uncertainty or ambiguity contained herein shall not be
interpreted against any one party. Failure by either party to enforce any provision of this
AGREEMENT, or any waiver thereof by such party, shall not constitute a waiver of said party's
right to enforce subsequent violations of the same or any other terms or conditions herein. This
AGREEMENT shall be enforced and governed by and under the laws of the State of California,
and venue for any action brought to interpret and/or enforce any provision of this AGREEMENT
shall be in a state or federal court located in the State of California that would generally have in
rem jurisdiction over the PROPERTY.
10
Section 20. SEVEKABILITY. If any portion of this AGREEMENT is declared by a court
of competent jurisdiction to be illegal, invalid, or unenforceable, the remaining provisions of this
AGREEMENT shall continue in full force and effect.
Section 21. TIME OF THE ESSENCE. Time is of the essence in this AGREEMENT, and
the parties hereto agree to proceed in good faith, with due diligence, to complete all covenants
and conditions set forth herein and to perform such further acts as is reasonably necessary to
effectuate the purpose of this AGREEMENT.
Section 22. AUTHORITY. Each individual executing this AGREEMENT on behalf of a
party hereto represents and wan'ants that he or she is fully and duly authorized and empowered to
so execute on behalf of such party, and that this AGREEMENT is binding in the manner set forth
in Section 15 hereof.
1N WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be
executed by their respective officers as of the date first above written.
DISTRICT
By:
East Valley Water District
President, Board of Directors
ATTEST:
Secretary
DEVELOPER
By: --~-r~ j. D~e ~ Granite Homes
B J De zer Co President
ATTEST:
11
Notary Public
EXttIBIT "A"
[Tentative Tract Map for the PROPERTY]
13
UNE
TRACT TRACT TRACT
'15554 12~09 13468
TRACT
J WATER STREET
TRACT
13549
PM TRACT
14548 15625
LO~ ST
SCHOOL PARK
VICINITY MAP
NO SCALI~
CERTIFICATE OF LIEN
MARCH 26, 2002
ACCOUNT OWNERS PROPERTY AMOUNT
NUMBER NAME ADDRESS OWED
I. 043-0104-3' $92.82
2. 053-0122-3' $57.85
3. 055-1133-1 $14,30
4. 074-2281-5 $68.94
5. 091-0766-0' $147.01
6, 092-0218-4' ?~ $23.80
7, 11 ~-0023-3' ~1 $15.33
8. 113-0171-5 $83.20
9. 116-1818-6' ~ $25.53
10. 151-0074-1' $28.35
TOTAL $ 557.13
* STILL OWNS PROPERTY
+ MULTIPLE UNITS
Page 1 of 1
East Va ' ey Wate District
TO: BOARD OF DIRECTORS
FROM: BRIAN W. TOMPKINS / CHIEF FINANCIAL OFFICER
SUBJECT: DISBURSEMENTS ~
DURING THE PERIOD MARCH 06, 2002 THROUGH MARCH 13, 2002 CHECK
NUMBERS 188333 THROUGH 188509 IN THE AMOUNT OF $ 760,718.31
WERE ISSUED.
PAYROLL CHECKS WERE DISTRIBUTED IN THE AMOUNT OF $78,472.93 ON MARCH
15, 2002.
TOTAL OF ACCOUNTS PAYABLE DISBURSEMENTS AND PAYROLL FOR THE PERIOD -
$ 839,191.24.
~ ~ ~ ooooooooooooooooo
m m m mm m m m m m m m m ~ m ~
> ~ ~ ~ o ~ ~ ~ 2 ~ ooooooo ~
o oooo o o o ~ o oo o ~ $ ~ o
o ~uuo ~ ~ o ~ ~ o <
~ ~ o o o ~ o o
2920 Inland Empire Boulevard, Suite 108
Ontario, California 91764-4802
tel: gOB B45-3000
fax: 909 945-1333
March 18, 2002
Paul IL Dolter, P.E.
District Engineer
East Valley Water District
P.O. Box 3427
San Bernardino, CA 92413
Subject: Plant 37 - Construction Management Services
Dear Mr. Dolter:
CDM is pleased to submit a proposal to provide Construction Management Services for the
Plant 37 Relocation Project. Enclosed are the following items:
· Amendment No. 5 to the Agreement Between East Valley Water District and Camp Dresser
& McKee Inc. for Professional Services In Connection with Plant 37 Relocation.
Amendment No. 5 includes the scope of services and fee for Construction Management
Services for the Plant 37 Relocation.
· Schedule of Hourly Rates for Plant 37 Construction Management Services. CDM is pleased
to offer the District preferred billing rates for the Resident Project Representative (RPR)
position. The preferred RPR rate ($25/hour credit) applies to the base scope of services for
the RPR only, and not to overtime or extensions of time. Based on the estir~ated 2,480
hours of throe for the RPR, the preferred billing rate represents a $62,000 savings to the
District.
CDM proposes the following staff for this project: Izzat Hamawi, P.E., Project Manager; Mark
Van Dam, Resident Project Representative; and Shaun Stone, P.E., Project Engineer. Both
Izzat and Shaun have been involved in the Plant 37 project for some time. Mark will be new
to the project. Mark brings over ten years of construction management and inspection
experience to the project.
Very truly yours,
dicott, P.E.
Associate, Officer-in-Charge
Camp Dresser & McKee Inc.
consulting, engineering, construction, operations
AMENDMENT NO. 5 TO THE AGREEMENT BETWEEN
EAST VALLEY WATER DISTRICT
CAMP DRESSER & McKEE INC.
FOR PROFESSIONAL ENGINEERING SERVICES FOR THE PLANT 37 RELOCATION
East Valley Water District (District) and Camp Dresser & McKee Inc. (CDM) entered into
an Agreement dated February 15, 2000 for professional engineering services in
connection with the Plant 37 relocation. This Agreement was executed in the amotmt of
$310,607. Amendment No. I to the Agreement, approved December 4, 2000, added
installation of erosion and sediment control at the reservoir site after completion of the
geotechnical investigation, and the preparation of a separate quote package for the
District's communication hardware (Radio Telemetry Unit, RTU) vendor. The contract
value was increased by Amendment No.1 by $10,000 to a revised total of $320,607.
Amendment No. 2 added Bid Assistance Services as Phase 3A of the overall project with
Phase 1 (Preliminary Design) and Phase 2 (Final Design) having already been
completed. The contract value was increased by Amendment No. 2 by $34,925 to a
revised total of $355,532. Amendment No. 3 added survey staking and preparation of
additional Bid Documents. The contract value was increased by Amendment No. 3 by
$7,700 to a revised total of $363,232. Amendment No. 4 added advertising for bids for a
second time, the preparation of two additional addenda with question responses, and to
conduct the second bid opening which included bid evaluation and making a
recommendation to the Board. The contract value was increased by Amendment No.4
by $14,800 to a revised total of $378,032.
Amendment No. 5 will add construction management and resident project
representative services. The contract value will be increased by Aaxtendment No. 5 by
$511,000 to a revised total of $889,032. Accordingly, the above parties hereby agree that
the following provisions of the original Agreement shall be modified as follows:
1. Article IV - Payments to Consultant. Modify paragraphs 4.3.1 and 4.3.2 to read as
follows:
"4.3 ESTIMATED CHARGES:
4.3.1 For Phase 4, Construction Management Services, the total estimated charges
under this Agreement is $511,000. The total estimated charges stated herein
constitute the not-to-exceed amount agreed to for the Phase 4 work as described
herein. Actual costs will be charged on a Time and Material basis using the
attached Schedule of Hourly Rates. A breakdown of work tasks and the value of
each task are shown in Exhibit D.
C:kMy Document$~ProjectskEast Valley~Plant 37~Contract~ProposalLt~iENDMENT NO5rev.d0¢
4.3.2. The total estimated charges for Phases 1, 2, 3A, and 4 is $889,032.
2. Add tasks 4-1 through 4-11 to read as follows:
Construction Management Services
4-t. Project Startup. Provide assistance to the EVWD in assembling applicable contract
documents, conducting the pre-construction meeting, preparing meeting minutes, and
responding to action items as a result of the meeting.
4-2. Shop Drawing and Submittal Review. ENGINEER shall review and approve (or
take other appropriate action in respect of) Shop Drawings and Samples and other data
which Contractor is required to submit, but only for conformance with the information
given in the Contract Documents and compatibility with the design concept of the
completed Project as a functioning whole as indicated in the Contract Documents. Such
review and approvals or other action will not extend to means, methods, techniques,
sequences or procedures of construction or to safety precautions and programs incident
thereto. ENGINEER shall evaluate and determine the acceptability of substitute or 'or-
equal' materials and equipment proposed by Contractor.
4-3. RFIs, Change Orders, Work Change Directives. ENGINEER shall prepare
responses to all Requests for Information (RFIs) received, recommend Change Orders
and Work Change Directives to EVWD as appropriate, and shall prepare Change Orders
and Work Change Directives as required.
4-4. Construction Staking. Perform construction staking in accordance with the
Standard Specifications for Public Works Construction (SSPWC).
4-5. Materials Testing. Perform materials testing in accordance with the Special
Provisions and the Standard Specifications for Public Works Construction.
4-6. Meetings, Progress and Special. Conduct monthly meetings and special meetings
as required. Prepare and distribute meeting minutes.
4-7. Construction Observation
A. General Administration of Construction Contract
ENGINEER shall consult with and advise EVWD and act as EVWD'S representative as
provided in the construction specifications contract Standard General Conditions. The
extent and limitations of the duties, responsibilities and authority of ENGINEER as
assigned in the construction specifications contract Standard General conditions shall
not be modified, except as EVWD and ENGI1N-EER may otherwise agree in writing. All
of EVWD's instructions to Contractor will be issued through ENGINEER who shall have
authority to act on behalf of EVWD in dealings with Contractor to the extent provided in
this Agreement and said Standard General Conditions except as otherwise provided in
writing.
C:'~Iy Documents~Projects~.East ValIey~Plant 37~Contract~Proposal~AMENDMENT NO5rev.doc
ENGINEER shall make visits to the site at intervals appropriate to the various stages of
construction as ENGI~N-EER deems necessary in order to observe as an experienced and
qualified design professional the progress and quality of the various aspects of
Contractor's work. In addition, ENGINEER shah provide the services of a full time
Resident Project Representative at the site to assist ENGINEER and to provide more
continuous observations of the work. The furnishing of such Resident Project
Representative services will not extend the ENGINEER's responsibilities or authority
beyond the specific limits set forth elsewhere in this statement of work. Such visits and
observations by ENGINEER and the Resident Project Representative are not intended to
be exhaustive or to extend to every aspect of the work in progress, or to involve detailed
inspections of the work beyond the responsibilities specifically assigned to ENGINEER
in this Agreement and the Contract Documents, but rather are to be limited to spot
checking, selective sampling and similar methods of general observation of the work
based on ENGINEER's exercise of professional judgment as assisted by the Resident
Project Representative. Based on information obtained during such visits and such
observations, ENGINEER shall endeavor to determine in general if such work is
proceeding in accordance with the Contract Documents and ENGINEER shall keep
EVWD informed of the progress of the work. The responsibilities of ENGINEER
contained in this paragraph are expressly subject to the limitations set forth herein and
other express or general limitations in this Agreement and elsewhere.
1. The purpose of ENGINEER's visits to and representation by the Resident
Project Representative at the site will be to enable ENGINEER to better carry out
the duties and responsibilities assigned to and undertaken by ENGINEER during
the Construction Phase, and, in addition, by the exercise of ENGINEER's efforts
as an experienced and qualified design professional, to provide EVWD a greater
degree of confidence that the completed work of Contractor will conform in
general to the Contract Documents and that the integrity of the design concept of
the completed Project as a functioning whole as indicated in the Contract
Documents has been implemented and preserved by Contractor. On the other
hand, ENGINEER shall not, during such visits or as a result of such observations
of Contractor's work in progress, supervise, direct or have control over
Contractor's work nor shall ENGINEER have authority over or responsibility for
the means, methods, techniques, sequences or procedures of consiTuction
selected by Contractor, for safety precautions and programs incident to the work
of Contractor or for any failure of Contractor to comply with laws, rules,
regulations, ordinances, codes or orders applicable to Contractor's furnishing
and performing the work. Accordingly, ENGINEER neither guarantees the
performance of any Contractor nor assumes responsibility for any Contractor's
failure to furnish and perform its work in accordance with the Contract
Documents.
2. Resident Project Representative shall prepare dally field reports which
describe the work performed that day, personnel and equipment on site,
weather, and other pertinent information. Weekly and monthly reports will be
prepared to summarize the activities for the respective periods. Daily reports
shall be hand written; weekly and monthly reports shall be typed.
CNVly Documents~ProjcctskEast ValleykPlant 37\Co ntract~Propo~ alLadvlENDMENT NO5rev.do¢
B. Defective Work
During such visits and on the basis of such observations, ENGINEER shall have
authority to disapprove of or reject Contractor's work while it is in progress if
ENGINEER believes that such work will not produce a completed Project that conforms
generally to the Contract Documents or that it will prejudice the integrity of the design
concept of the completed Project as a functioning whole as indicated in the Contract
Documents.
C. Clarifications and Interpretations; Field Orders
ENGINEER shall issue necessary clarifications and interpretations of the Contract
Documents as appropriate to the orderly completion of the work. Such clarifications
and interpretations will be consistent with the intent of and reasonably inferable from
the Contract Documents. ENGINEER may issue Field Orders authorizing minor
variations from the requirements of the Contract Documents.
D. Inspections and Tests
ENGINEER may require special inspections or tests of the work, and shall receive and
review certificates of inspections, tests and approvals required by laws, rules,
regulations, ordinances, codes, orders or the Contract Documents. ENGINEER's review
of such certificates will be for the purpose of determining that the results certified
indicate compliance with the Contract Documents and will not constitute an
independent evaluation that the content or procedures of such inspections, tests or
approvals comply with the requirements of the Contract Documents. ENGINEER shall
be entitled to rely on the results of such tests.
E. Disagreements between EVWD and Contractor
ENGINEER shall render the initial decisions on all claims of EVWD and Contractor
relating to the acceptability of the work or the interpretation of the requirements of the
Contract Documents pertaining to the execution and progress of the work. In rendering
such decisions, ENGINEER shall be fair and not show partiality to EVWD or Contractor
and shall not be liable in connection with any decision rendered in good faith in such
capacity.
F. Application for Payrnent
Based on ENGINEER's on-site observations as an experienced and qualified design
professional and on review of Applications for Payment and the accompanying data and
schedules:
F.1. ENGI[NEER shall determine the amounts that ENGINEER recormmends
Contractor be paid. Such recommendations of payment will be in writing and
will constitute ENGINEER's representation to EVWD based on such
observations and review that, to the best of ENGINEER's knowledge,
information and belief, the work has progressed to the point indicated, the
quality of such work is generally in accordance with the Contract Documents
(subject to an evaluation of such work as a fixnctioning whole prior to or upon
C:WIy Documents~Projects'xEast Valley~Plant 37~Coa~-ac6ProposalkAMENDMENT NO5rev.doc
Substantial Completion, to the results of any subsequent tests called for in the
Contract Documents and to any other qualifications stated in the
recommendation), and the conditions precedent to Contractor's being entitled to
such payment appear to have been fulfilled in so far as it is ENGINEER's
responsibility to observe the work. In the case of unit price work, ENGI2'qEER's
recommendations of payment will include final determinations of quantities and
classifications of such work (subject to any subsequent adjustments allowed by
the Contract Documents).
F.2. By recommending any payment ENGINEER shall not thereby be deemed to
have represented that on-site observations made by ENGINEER to check the
quality or quantity of Contractor's work as it is performed and furnished have
been exhaustive, extended to every aspect of the work in progress, or involved
detailed inspections of the work beyond the responsibilities specifically assigned
to ENG]lXlEER in this Agreement and the Contract Documents. Neither
ENGINEER's review of Contractor's work for the purposes of recommending
payments nor ENGINEER's recommendation of any payment (including final
payment) will impose on ENGINEER responsibility to supervise, direct or
control such work or for the means, methods, techniques, sequences or
procedures of construction or safety precautions or programs inddent thereto, or
Contractor's compliance with laws, rules, regulations, ordinances, codes or
orders applicable to Contractor's furnishing and performing the work. It will
also not impose responsibility on ENGINEER to make any examination to
ascertain how or for what purposes Contractor has used the moneys paid on
account of the Contract Price, or to determine that title to any of the work,
materials or equipment has passed to EVWD free and clear of any liens, claims,
security interests or encumbrances, or that there may not be other matters at
issue between EVWD and Contractor that might affect the amount that should be
paid.
G. Limitation of Responsibilities
ENGINEER shall not be responsible for the acts or omissions of any Contractor, or of
any subcontractor, any supplier, or of any other person or organization performing or
furnishing any of the work. ENGINEER shall not be responsible for Contractor's failure
to perform or furnish the work in accordance with the Contract Documents.
H. Duration of Construction Phase
The Construction Phase will commence with the execution of the construction contract
for the Project or any part thereof and will terminate upon written recommendation by
ENGINEER of final payment.
4-8. Project Closeout
A. Contractor's Completion Documents
ENGINEER shall receive, review and transmit to EVWD with written comments
maintenance and operation instructions, schedules, guarantees, Bonds, certificates or
other evidence of insurance required by the Contract Documents, certificates of
C:Wly Do c umen ts~Proj~ct skEast Valley~Plant 37~Contract~ProposalL~rMENDMENT NOSrev.doc
inspection, tests and approvals, and marked-up record documents (including Shop
Drawings, Samples and other data, and marked-up record Drawings) which are to be
assembled by Contractor in accordance with the Contract Documents to obtain final
payment. ENGINEER's review of such documents will only be to determine generally
that their content complies with the requirements of and in the case of certificates of
inspections, tests and approvals that the results certified indicate compliance with, the
Contract Documents.
B. Substantial Completion
Following notice from Contractor that Contractor considers the entire work ready for its
intended use, ENGINEER and EVWD, accompanied by Contractor, shall conduct an
inspection to determine if the work is substantially complete. If after considering any
objections of EVWD, ENGINEER considers the work substantially complete,
ENGINEER shall deliver a certificate of Substantial Completion to EVWD and
Contractor.
C. Final Notice of Acceptability of the Work
ENGINEER shall conduct a final inspection to determine if the completed work of
Contractor is acceptable so that ENGINEER may reconunend, in writing, final payment
to Contractor. Accompanying the recormmendation for final payment, ENGINEER shall
indicate that the work is acceptable (subject to the provisions of paragraph 2-7, F.2) to
the best of ENGINEER's knowledge, information and belief and based on the extent of
the services performed and furnished by ENGINEER under this Agreement.
4.9. Record Drawings. ENGINEER shall prepare AutoCAD generated record drawings
based upon the record data submitted by the Contractor. One set of mylar original
drawings and 2 blueline copies will be provided.
4-10. Tasks will be performed to meet EVWD'S construction schedule. RFI's will be
responded to within five working days, unless detailed investigation is required.
Submittals will be reviewed within twenty working days of receipt. Change Orders will
be evaluated and prepared within ten working days of receipt. Record drawings will be
submitted within 30 days of receipt of the Contractor's redlined, field data. The
construction period is assumed to be Sixty two (62) consecutive weeks.
4-11. Community Coordination. ENGINEER shall prepare for up to two meeting to
discuss the Resident Project with residents and to respond to concerns they might have
regarding the Project. The Project Representative will, concurrent with other project
responsibilities, address residents' concern or problems that arise during the course of
the project.
3. Exl-dbit D Breakdown of Work Tasks and Value. Add values for task 4-1 through
4-11 as shown on the attached spreadsheet.
C:hMy Documents~Proj¢cts'~East Valley\Plant 37\ContractkPropos aiLed_END MENT NO5rev.doc
All other conditions of the contzact shall remain the same as set forth in the Agreement
between the District and CDM dated February 15, 2000 for consulting services for the
Plant 37 Relocation.
EAST VALLEY WATER DISTRICT CAMP DRESSER & McKEE INC.
(Signature) i
(Title) (Title)
C:Wiy D0cuments~Projects~East Valley~Plamt 3-ACoatract~roposalkAMENDMENT NOSr~v.doc
".~AMP DRESSER & McKEE INC.,~'
SCHEDULE OF HOURLY RATES
For East Valley Water District- Plant 37 Construction Management Services
January 1, 2002
Categories Hourly Rate
Engineers/Scientists/Planners:
Grade 1 $ 85.00
Grade 2 95.00
Grade 3 105.00
Grade 4 11 $.00
Grade 5 125.00
Grade 6 135.00
Grade 7 145.00
Principal 155.00
Associate 170.00
Vice President 180.00
Sr. Vice President 190.00
Specialty Service:
Management Consultant 180.00
Technology Specialist 200.00
Facilitator 225.00
Expert Witness 250.00
Support Service:
Designer Drafter 1 55.00
Designer Drafter 2 65.00
Designer Drafter 3 75.00
Designer Drafter 4 80.00
Designer Drafter 5 85.00
Designer Drafter 6 95.00
Designer Drafter 7 1 i0.00
Designer Drafter 8 120.00
Administrative Manager 75.00
Administrative Assistant/Word Processor 60.00
Office Clerk 40.00
Financial Manager 90.00
Contract Administrator 75.00
Finance Assistant 45.00
Miscellaneous Expenses:
Auto Mileage Current Government Rate
Computer Time - PC 4.00/Hour
Computer Time - AutoCAD 12.00/Hour
Reproduction Services
Black and White Copies $0.10/Page
Color Copies $1.00/Page
Outside Services Cost + 10%
Materials and Other Expenses Cost + 10%
M~rch 15, 2002
Steven M. K~nedy. Esq.
BPJ3NICK, BATTERSBY,
1839 Co~ We~
S~ Bc~o, CA
~: ~o~st off. rd:
~t Valley Water Distrl~ Plant 37 ~oca~ou Project
Dc~ Stsc:
WC h~vc 1~ ~t tho above ref~c~ ~joct w~ aw=~ ~ M=~ 12, 2002.
~t 2 ~ a~ropMa~ ~c cr=~ By ~e Be: Vffi~ ~ D~ for pro:~g ~
awed ora ~n~vt ~ ~ tMs? If~e is s~h a ~a we wo~d ~r~te le~g
~o. could you plebe ~se wh~ ~e ~d ~t~ to hold its n~t me~ng?
We look fo~ to yo~ r~ly.
V
~r-22-0~' ll:3?an From-LYON /, LY~ ~'1~9550440 T-431 P.0nl/009
LYON & LYON
A LIMITED LIAB|LITY PARTNERSHIP
iNCLUDING PROFESSIONAL CORPORATIONS
633 West Fifth Street, Suite 4700
Loe Angeles, California 90071-2066
Phone: (213) 489-1600
Fax: (213) 955-0440
FACSIMILE TRANSMITTAL FORM
TO: Fax Number: Phone Number:
Donald D. Goodin, President (909) 889-5732
Board of DirectOrS
East YaHey Water District
From: Fax Number: Phone Number:
Law:e~cc IL La~o~te (213) g55-0440 (213) 955-0408
Re: Date/Time sent: No. of Pages:
3/22/02 II:24AM 9 (incl. covet)
Client Name: Client Matter No.:
If you do not receive all of the pages, please call Yolanda at (213) 489-1600,
x3719.
Notes/Comments:
TO E~,E COMPLETED Ry FAX OPERATOR
'I'IME TRANSM~ I~-O: ' TF{ANSMI'I'I~D BY:
~is ~l ~ intended only for the use of the ind~'dual or en~ to which it b ~r~sed, and may ~ntaln
infor~on t~at ~ privileged, continual and ~empt~om disclosure und~ a~plicab~ law, lf ~e reader of thls
~mlnal is not the intended redpi~t or the employee or a~nt r~nsible ~r del~g t~ ~a~minal ~ the
intend~ r~pient. ~u are he.by not,ed that any dfssemi~ d~tri~on or copying of th~ aommunica~on is
str~tly prohtbited, lf you ~ve rec~d ~i~ ~mm~icaffon in e~or. ple~e not~ us immediately by telephone, and
re~ the original m~sage to us by ma~ at the above ~es~. ~ankyou.
Mar-22-O;' 11:3?am From-LYON & LY~ 2t39550440
LAW OFFICE~
~o.~.~.~...~,....,~ LYON & LYON ~.
Mareh 22, 2002
VIA FAX & U.S. [~TL
(909~ 889-5732
Board of Directors
East Valley Water District
Donald D. Goodin, President
11 $$ Del l~osa Avenue
Sen Bemardino, CA 92410
RE; East Valley Water District Plant 37.Reloentiou - CDM Protect No.
270g-28S00 ~"Proiect'~: Protest of Award
Dear President Goodin and Members of thc Board of'Directors for thc East Valley Water
Disl~ict:
On behalf of BBR Prestressed Tapir% Inc. ("BBR"), we hereby protest the recent awaxd
of the Project, end request the following relief'and actions oft.he Board:
1, Retraction of thc current award of the contract for the Project;
2. Rebid the Project, end separate the tallk design/construct and general construction
portions of the Specification, allowing each portion ~o be bid separately;
3. Allow for a process ofpre-approval of bidders for the tank design/conslxuct portion o£
the Specification; and
4. Call for an independent inYesiigal|on of the present bidding process.
LA-229656.3 '
From-LYON & LYON ZI39550440 T-45l P~03/~09 F-50T
Board of Directors
Donald D Goo~;'~ President
March 22, 2002
Page 2
1. ENTRODUCTION AND BACKGROUND
It is the belief of BBR that the bidding process for the Project was not proper. Recently
gathered information about the bidding process and illogical de~isions made during the bidding
process lead us to this conclusion.
We are informed by the "Green Sheet" publication of3/4/021 that the latest bids for the
Project were opened on February 28, 2002. Only two bids were again made. For the second
time, the only bids came from Schuler Engin~ring Corporation ("Schuler") and SSC
Construction ("SSC"'). Somewhat am~Lzingly, these new bids were in excess of the origil~al low
bid, and both further exceeded the Project's estimated cost of $4,000,000.2 This occurred in
spite of bids offered by BBR for the predominant portion of the contract, the tank design and
construction, which were approximately one and a half million dollars (-$1 ,$00,000.00) below
what was actually bid by SSC and Schuler. In our view, at a m~nlmurn, these new bids should
have been rejected on the basis of being well over budget, a practice consistent with the Board's
previous rejection of the earlier bids, which were also well over the estimates of the engineer.3
We request that the award of the project be r~tracted and that the Project be rebid as
outlined below in this letter. Further, we suggest all independeut invesllgation be sought
regarding the suspicious outcomes in the bidding process associated with the ProjecL Thc
County Dishict Atlomey, for example, could provide such an indepenclem investigation. Most
importantly, and ii se~ms the only way lo create an open bidding field, we toques[ that the ~,~k
design and construction portion of the contract be bid sepm'ately with a process for pr~-approval
of thc tank builder. In this case, for example, that would be BBR and other qualified
competitors.
~ Publicslion of F.W. Dodge ot Mc. Draw Hill Dodge.
z We nora this figure of $4,000,000 ~s it was primed in the F.W. Dodge Publicallon of 03104/02. Lyon & Lyon has
b~'n inI'ormed that a new budget of $5,$00,000 has been granted for die Project. This does not r~flect
supplicd in thc Green Sheet, nor docs Ill~l'~ appear ~o be much public kllowledge of fl,.is outside ~ offices of GDM,
the Board and tho only two bidders, Schuler and SSC.
3 We ref~encc here thc ¢ommunica6on by l~a! I-Iamawi of Camp Dresser and McK~c ("CDM") to thc Dislric!
Engineer, Paul P~ Dohcr, dated Februav/4, 2002 informing Mr. Dolor g~at thc low bidd~ had no~ rn~ the
~pericnce mequiremems and that the hex! low bidder's bid exceeded ~c anRj~eer's es6rm, cd budgmL In light of
this information, rccommenda6om by Mr. Dol;er ~o Bob Martin, General Manager for Eas~ Valley Wster Disulcr
("EVWD"), in s memot'andum dated Febmap/ 6,1002, w~¢ lo rcj~cl th~ bids and lmbid thc Project wll:h thc
amcndmem of'the cxpezlcnce mequiremems. Th~ r¢commenda6ons wcrc concm~d widl, in wrifio§, by Mr.
~ DEr the same date.
Board of Directors
Donald D Goodin, President
March 22, 2002
Page 3
II. BASIS FOR REQUESTED RELIEF
A. Insufficient Time For To Bid After the Amendments to the Specification
The time for bidding allowed to conWactors following amendment of the Specification for
the Project totaled only eleven business days.4 This amount of time, in our view, is an
inadequate amount of tirae for a general contractor to create a cogent and competitive bid. It is
cuStomary in the letting of public contracts to allow at lea. at one rdottth for general contractors
to formulate a new bid or bid the process for the first time itt response to a rejection of all bids
and amendment o/specifications. Thc original time granted for bidding this contract, between
the invitation to bid and thc bid op~ng, was December 10, 2001 to January 23, 2002; over six
weeks and 30 business days. The time allowed for thc rebid pales in comparison when,
logically, there should be no time aiffe, renec between the original bid timc and thc rebid time. A
membe~ of the boa~ has suggested the shortened time frame for the rebid was consistcnt with
the limited changes to the Specification. Howcver, this reasoning aasumc~ that only Schuler and
SSC would rebid the Project as amended. But this assumption is not consistent with the Public
Contract Code and the public interest, which should be to maximlzc thc number of bidders.
The reason more time is needed is self-evident in light of the information needed and the
time it takes to formulatc a bid. For example, thc tasks include, but arc not limited to, obtaining
the amended Specification from the offices of CDM; reviewing subcontractor bids for al least
eight poriions of the contract including, Electrical, Rebar, Excavalinn, Paint and Coating,
Pipelines, Roof Shoring, Brosion Control and Prestressing; a sim walk; obtaining bid~ from
manufacturers for materials such as Submersible pumps, Steel Pipe, Ductile Iron Pip,', Altitude
Valve, Check Valve, Control Panels and Main Switchgear; providing tho pape~vork necessary to
establish the experiance requiramems and required references, etc.
It is thUs not surprising that the only two general contractors to rcbid the Project were thc
same general contractors who had originally bid (and had already formulated thc predominant
portion of their bids). Thus, it plainly appears that CDM and EVWD imposed a bm'den on
general contractors that could only be met by SSC and Schuler.
B. The Increase in Bid Price in the Submitted Bids
The original Iow bid was $5,324,947 by Schuler. Schuler's second bid was $5,393,308.
This represents an increase o£$68,361. SSC's original bid was $5.736,825 and its second bid
4 According to lrlilmtes of the Februa~/12, 2002 meeting of the EVWD Board of Directors (printed at
<htlp'Y/www.esswalley.org>). BBR's request~ ~o modify ~e Specifications wete adopted, with revisions to be
included in the Specificalioa for thc rcbid of the Project. According reft EndicoU, ASsociate Bnginccr for CDM.
who was preserd at thc February 12, 2002 meeting of the Board, thc Addendum to the Specification would be
complete by as early as that eve,,~,,g or gar next day.
LA.~9656.2
Mar-ZZ-OZ 11:36am From-LYON & LY~ Z1~9650440 T-431 P.O05/O00 F-507
Board of Directors
Donald D Goodia, Pre~ident
Mazch 22, 2002
Page 4
was $5,380,345. This represents a decrease of $356,480. However, SSC's second bid also
represents an increase over tke otlginal Iow bid of $$5,$98. These bids were provided ia spite
of BBR's separate bid for Item No. 7, idemi~ied as "Reservoir, Preslxessed Concrete" and
repxese~tting the most costly portion of the Project, at a figure well below those submitted by
Schul~ and SSC in the em-rent bids. ~
Schuler and SSC originally bid hem No. ? at $3,034,985 and $3,325,077, respeclively.
limn No. ?, since it involves the prestressing work and accounts for the predominant portion of
thc contract, should have bc~n the item most affected by recent actions of the Board and CDM to
accept BBR's recommendations for cmatiag a competitive bidding field.6 This has simply not
been the case, and the r~verse has been true. Schuler rebid Item No. ? at $2,858,496 and SSC
rebid Item No. ? at $3,354,72I] in their rebids. This represents a decrease ia Schuler's bid for
Item No. ? of $185,495 and an increase ia SS C's bid for Item No. ? of $26,651, even though
both ge~leral contractors hsled the same preslressiag stlbcontractor. Despite a difference of
nearly $500,000 less ia Item No. ? in Schuler's bid compaxed to SSC's, $SC, the original high
bidder, now becomes the low bidder and Schuler, the original Iow bidder, now becomes the high
bidder. These actions simply do not reflect a Competit/ve bidding envlronmenL
In it Iruly competitive bidding environment, there is no reason why both bids would not
have reflected or iaciaded the significantly lower bid made by BBR thr Item No. 7. BBR's bld
to Schuler and SSC for Item No. 7 was under 1.6 million dollars.7 ]Even if both general
contractors had predetermined not to usc BBR, common business sease dictates that BBR's bid
would have been used by the general contrac~om to drive down the cost of Item No. 7. Unless,
of course, if the general contractors had some incentive not to do so.
Secondly, other Items in thc rcbid for which figures wcrc submitlcd present illogical
differances wh~ compared to the that bid. For example, Item No. 1, "Environmental
Proration," is representative. Both gtme~al con~ractors faced the same environmental concerns
and natural impediments thereof, and the bids should have reflected this_ Yel, Schular originally
began im bid for Item No. 1, at $70,000 and rebid at $15,000. SSC, on the other hanct, started at
$15,000 and ended at $62,856. If adjusl~ents to the bid here wcre to represent the sha~eniag of
s P. efer to It0m No. 7, pg. 00300-3 oflhe "Bid Foml" for the ~oject. Item Bio. 7 rctm:scnts over 61~ of the cturent
Iow bidd~'s bid.
~ As conLqrm=d in the Minmes of the Febma~ 12, 2002 meeting of the Board wtgch is ptlnted at
<htl:p,'//www.eastvall~.or g>
~ BBR bid based on the cost to d~ign and cmasixuct an AWWA Typ~ III PC reulc with a donu: v0of, As slated in
p~ior correspondence with bo~h the Board of Ditecto~ and CDM, this is the ty~e of tank fha! cm-rc~tly predominates
~hc market du~ w safety and cost conc~ns. I~BR.'s bid m d~s/gn sad co~s~ra~t the l~ss safe but more c~-pcnsivc
AWWA Typ~ I ta~ Slp~ified for by CDM would still be less than two million dolla~. This is a savings I~ the
BYWD of between applroximatcly 1,3 and 1,$ million dollal's.
LA-229656.2
Board of Directors
Donald D Ooodin, President
March 22, 2002
Page 5
pencils, as some have suggested, it makes scuse that the bids would move towards the same
i~guze as opposed to moving in completely opposite directions.
The same is true for another factor controlled primarily by the environment; rock removal
and the tonnage of rock thereof,s Here, SSC was able to End another excavation company
willing to under-bid the original excavator by 60%, reducing this part of the bid, Item No. 8,
"Rock Removal at Reservoir Site", by $103,275. However Schuler, who had the low bid
originally, without changing ~s ~cavator, allowed that excavator to increase its bid by over
50%, and thereby increase thc bid by $56,730. It is simply not logical that one general contractor
would raise his bid for rock removal by over 50oA, while the other would decrease his by over
60%.
Similar irregularities exist flm0ughont thc rebids and do not suggest the bids have
responded to competitive bidding, attention I~ detail or the sharpening of pencils, but reth~ to a
manipulation of the numb~s to avold 6ompetitive bidding.
Thirdly, if thc pl'eslxessing portion of hem No. 7 is considered alone, as opposed to with
the concrete reservok flooring, walls and roofing also contnmplalcd in Item No. 7's cog, thc
general contractors could have saved over eight hundred thousand dollars ($800,000) on
prestressing alone. Upon information and belief, it is believed that the prestressing work was bid
in excess of 1.2 million dollars. BBR's final bid to SSC and Schuler for prestressing was
$416,776. Similar to the logic above, there is no reason why a general contractor would not have
reduced thc cost of this portion of Item No. 7 using BBR's bid, even if the general contractor had
already decided to use a competitor of BBR.
IH. RELIEF REQUESTED
A. Pre-Approval of BBR and other Prestressing Subcontractors
Presh'essing subcontractor~ should be pre-approved in the Specification for the Project.
There can be no question that BBR is qualified to build thc PC tank desired by EVWD. There is
no reason why BBR should not be pre-approved in the $pecifcation simply on merit alone.
BBR's experience can be eon armed simply by viewing its standing tanks, some of which have
remained corrosion fr~ for over folly years. This experience speaks for itself.
Addilionally, pre-approval of subcontractors is practiced hl other Districts. For example,,
see the Eas~ Bay Municipal Dislxict's Speckfication No. 1847 for the Walnut Creek Water
The bid futu~ at 003003, estimated 2025 tom~ ofzock to be am~ecved.
Mar-ZZ-OZ lt:3$am From-LYON & LYON Zl~g55044O T-4~I P.~O~/OO9 F-507
Board of Directors
Donald D Good/n, President
Maxch 22, 2002
Page 6
Treahnent Plant Impwvements project,9 This pre-approval process helps to avoid sole sourcing
and unfair bidding pra~iccs.
B. Sepsratin~ Bidding of the Project Components
We propose that the Project be separated into two separate bids. C-/ven the figures
subrn/t~.ed in both the first and second rounds of bidding, Item No. 7 represents over 60% o£the
total Project cost. Item 1~o. 7 is re£e~ed to as "the tank," and th/s is accurate in that it involves
the concrete, walls, floor and roof of the tank in addition to prestressing. As such, it is possible
to bid this pon/on as a separate bid, namely "Tank Design and Construct," and to do so complete
with its own provisions for liability and bonding. Allowing one tank builder, such as BBR, to go
head to head with the competition would have forwarded the stated goals of the District/n
(1) building a safer PC tank; (2) doing it as cost et~ciently as poss/blc; and (3) saving the Dis~ct
enough money to bring the Project in within the engineer's original estimate. Further, it would
inv/te unhindered competitive bidding by general contractors bidding on the Project.
Further, we are informed that over twenvy (20) different general contractors purchased
specifications for the Project fxom CDM and thereleore showed some/ntcrest in bidding on the
Project. Yet only two general contractors originally bid and only a**e o£them was actually
q,alilied to bid. Apparently, many others wanted to bid the Project. At least one of those
conWactors comacted by us stated it wished to bid the project, had built tanks/n the past, but had
not built enough those tanks to meet the Specification drafted by CDM and accepted by the
Board. Accordingly, by separating the bidding as outlined above, the tank building limitations
would, o£comse, apply only to the tank builder, i.e. BBK or other prestress/rig subcontractors,
and a greater number of general conlractors would be able to bid the project.
Ftmher, separation of the bidding and pre-epproval of the subcontractors responsible/'or
~ank design and construction has an intrinsic benefit to the competitive bidding process.
Allow/rig subconmictors to be pre-approved for what is ~ n*ajor,vam'~n o. ftl~e contract to be
bid el/minates the need for ~he general conlractor to meet a requirement for a certain mm~ber of
tanks to be bu/lt in the past. The experience requirement falls squarely on thc subcontractor
responsible for the tank's design and construction. In fact, general contractors who were
contacted by us stated they would have competit/vely bid lhe Project had it been structured this
way. Seperat/on of the major parts of the Project and pre-approval of'the tank builder could only
lead to a safer and less expensive tank. Again, this ia cons/stent with the goals of the EVWD
Board of Directors, the Public Contracts Code and the public interest.
* .qiaff Coun.qel for die £VWD is already awa~e of*he State Law~ mmcte~t to help affect pre.~proval of
subcoctmcto~. For example, ~cc, PCG §20101, ~ ~,.
~ar-ZZ-O2 11:36aa From-LYON & LYON ZI30550440 T-431 ?.008/000 F-507
Board of Dir~tors
Donald D Goo,'l;n~ Pr~idcnt
Match 22, 2002
Page 7
C. Investigation of the Bidding Process
According to the East Valley Water District's own mission statement, the District exists
to "provide our customers wt~th a safe and reliable water supply that is delivered at a fair and
cost-effeedveprice. ,~o Th_is mission statement is more important than ever given the size and
cost of the Project. Thc current bid.of$5,350,345 represenls over 30% of East Valley Water
District's total yearly revenuez,u It has been shown, however, that the Project could be built
with~ the engineer's original budget by using BBR's bid, techniques, and considerable
experience. The District's constituency would clearly be interested in why CDM and the Board
chose to ignore this opportunity and instead chose to build an inferior tank at greater than 1.3
million dollars over budget. Tl~s is especially ~ru¢ when savings of nearly 35% could have
benefited the public using ahematives presented ~o the Board and CDM; alternatives that also
prov/ded for a safer PC ~.
As stat~l, BBR's bid represents, conservatively, a savings to file EVWD and ils
constituents of approximately one million ~ix hundred thousand dollars (~$1,6000,000.00) and
would have brought the contract within the engineer's original estimate. BBB and
representan'ves have submitted many communications and much paperworl~ to the Board, the
District £ngineer and CDM oudlnlng how these savings could be affected and how a safer
tank could he constructed within these saving~ It is now appropriate to investigate why BBR
has been ignored, and why the contract for the Pro}oct has been let at over 35% above the
originol budges
If thc Board of Directors for the East Valley Water Districz does not have the credibility
to conduct in depth investigation of the bidding process and i~s attendant irregularities and, ia our
view rather suspicious ouSeom~, we recommend that the mat~er be turned over to Dennis
Stou~, District At~omcy for the County of San Bea'nardino, the State Attorney General's o/~ce, or
some other appropriate public agency with oversight responsibility.
IV. CONCLUSION
In S-m~ Om client's wizh~s have been ~¢ aurae from the ouls¢~: Do what you can to
ensure a level playing field for competitive bidding. In th_i~ leper, we have dizcussed our belief
that the bidding process was not proper, and the reasons therefore. Because the bidding process
has b~n compromised, it ~armot be remedied short of separating the Project imo ~xvo separate
portions to allow head to head comp~ition of thc prestressing compares, and to allow gr~at~
numbers of eapabl~ general contractors to hid the Project. Tank builders, providing for the
dominant portion of the con~act, should be afforded a pre-approval process, and those who a~e
~0 M~ion s~atemen~ of EVWD at <htt'p://ww,.v.eaa eval~ey.org>.
' Exnzapolated from ~ne Local Agency Forraadon Cc....-~:n$ion County of San B~raardlno'$ Sta~ Coatx'oll~r
t.n.-.~296~6,2
Bosxd of Directors
Donald D Ooodin, President
March' 22, 2002
Page 8
pre-approved should be included inthe Specification. To achieve this result, tkis letter further
requests the retracgon of thc current award and rebiddiug, as outlined in this letter, wilh the
appropriate time for the bid precis allowed; that time which is standard in this industry.
Finally, we request the bidding process for the East Valley Water District Plant 37 Relocation be
indopmldently investigated to explain the identified inconsistencies, irrcgularitigs and auspicious
O~IcoHICS.
LRL:dpd
cc: M~ J. Dylanans
Jaiales M, Roddy, Executive Officer, Local Agency Formation Commission: County of San
Bcrnardino
Steven Kennedy, Esq.
Allen B. Gresham, Esq.
r%,
.~ cottSERVATIO/v ~
~,.ir.~.-;~-..~:~.,,/~ SA~'BEKNARDINO V~LEY WAT~CONSEKVATION DIST~CT
'
,; ~ ~ , ~ "~ '~' EO. Box1839
~e~ands, CA 92373-8032 Ke~ands, CA 92373-0581
~~~ (909) 793-2503 EmaH: info~sb~cd.~t.ca.us
Fax: (909) 793-0188
~932-2002
Mamh 14, 2002
Robert Martin
East Valley Water District
P.O. Box 3427
San Bemardino, CA 92413
SUBJECT: Annual Engineering Investigation of the Bunker Hill Basin
The San Bemardino Valley Water Conservation District has completed the report of the 2001-
2002 Annual Engineering Investigation of the Bunker Hill Basin. Article i, Section 75560 of the
California Water Code, requires that a Water Conservation District that proposes to levy or
continue a groundwater extraction fee "...shall annually cause to be made an engineering
investigation and report upon groundwater conditions of the District." Preparation of this report
is required in connection with the Board of Directors' consideration of a groundwater charge on
groundwater production within the District's boundaries.
District staff is recommending to the District's Board of Directors to change the current amount
of the groundwater charge of $1.25 per acre-foot for groundwater production for agricultural
purposes, and $4.50 per acre-foot for groundwater production for non-agricultural purposes to
$I .50 per acre-foot for groundwater production for agricultural purposes, and $5.50 per acre-foo~'
for groundwater production for non-agricultural purposes. California Water Code § 75594
dictates that the rate for non-agricultural groundwater production must be between three and five
times the rate for agricultural use.
The groundwater charge is not imposed on a property basis, but rather is a per acre-foot charge,
which relates directly to the amount of groundwater produced from the groundwater basin
underlying the District's boundaries. Consequently, the ultimate amount of groundwater charge
to be paid by each party subject to the charge will depend directly upon the amount of
groundwater production such party engages in during the applicable water year, here July 1,
2002 to June 30, 2003. Based upon the estimated amount of agricultural water and other than
agricultural water to be withdrawn from the groundwater supplies of the District for the ensuing
water year, the additional revenue to be collected is $74,750. The groundwater charge is to be
collected on a semi-annual basis from production statements submitted by the producers
provided by the District.
BOAI4.D Bert Marcum,Jr. Arnold L.Wright Cheryl A.Tubbs GENEB. AL D. Burnell Cavender, AICP
('k, Clare Henry Day SterlingWoodbury Melody Henriques MANAGER
DiR~CTOR.5 Manuel Aranda,Jr.
The purpose of the groundwater charge is to fund the District's groundwater replenishment
efforts, and portions of the proceeds of this charge will be applied to various of the District's
groundwater recharge and protection activities, including the maintenance and reconstruction of
recharge basins, defense and protection of water rights, data and information collection regarding
the basin, establishment of monitoring wells, and regular water spreading activities.
A public meeting and a public hearing on the proposed groundwater charge will be held in the
District's Board Room at 1630 West Redlands Boulevard, Suite A, Redlands, California. The
date and time for the public meeting and public hearing will be April 3, 2002 and April 30, 2002
at 1:30 p.m., respectively. In addition, a meeting of the groundwater producers will be held in
conjunction with the regularly scheduled meeting of the Upper Santa Ana Water Resources
Association in April.
You are invited to attend the public meeting and public hearing, and may submit evidence
concerning groundwater conditions, water supplies of the District, or any matter relating to the
proposed groundwater charge. In addition, any party wishing to protest the groundwater charge
may send protest to the District's office and also be heard at the public meeting or public hearing.
A copy of the Engineering Investigation and Notice of Public Hearing is attached for your review.
Please contact me if you have any questions regarding the report or the groundwater charge.
Very truly,
Thomas J. Crowgley, P,E. /'/
Deputy Manager for Water Resources
and Information Systems
Enc: Engineering Investigation Report ~/h/oLi$ ~1~i~44~,,g II~(~0.
Notice of Public Hearing
NOTICE OF PUBLIC tIEARING
TO ALL PERSONS INTERESTED IN GROUNDWATER PRODUCTION
WITHIN THE BOUNDARIES OF THE SAN BERNARDINO VAI J.F.Y WATER
CONSERVATION DISTRICT
PLEASE TAKE NOTICE that the Board of Directors of the San Bernardino
Valley Water Conservation District conducted a meeting regarding a groundwater charge, under
anthotity of Section 75500 of the Califomia Water Code on March 6, 2002. At that meeting, the
San Bemardino Valley Water Conservation District received an engineering report, which
contains information regarding annual change in storage, accumulated change in storage, total
groundwater production from District supplies for the preceding water year, estimates of annual
change in storage for the current and ensuing water years, the amount of water the District is
obligated to pumhase for recharge, and recommendations on water needed to replenish
groundwater supplies for the ensuing year. Preparation of this report is required in connection
with the Board of Directors' consideration of a groundwater charge on groundwater production
within the District's boundaries.
District staff is recommending to the District's Board of Directors to change the
current amount of the groundwater charge of $1.25 per acre-foot for groundwater production for
agricultural purposes, and $4.50 per acre~foot for groundwater production for non-agricultural
purposes to $1.50 per acre-foot for groundwater production for agricultural purposes, and $5.50
per acre-foot for groundwater production for non-agticultural purposes. Caiifomia Water Code
§ 75594 dictates that the rate for non-agricultural groundwater production must be between three
and five times the rate for agricultural use.
The groundwater charge is not imposed on a property basis, but rather is a per
acre-foot charge, which relates directly to the amount of groundwater produced from the
groundwater basin underlying the District's boundaries. Consequently, the ultimate amount of
groundwater charge to be paid by each party subject to the charge will depend directly upon the
amount of groundwater production such party engages in during the applicable water year, here
July 1, 2002 to June 30, 2003. Based upon the estimated amount of agricultural water and other
than agricultural water to be withdrawn from the groundwater supplies of the District for the
ensuing water year, the additional revenue to be collected is $74,750. The groundwater charge is
to be collected on a semi-annual basis from production statements submitted by the producers
provided by the District. The purpose of the groundwater charge is to fund the District's
groundwater replenishment efforts, and portions of the proceeds of this charge will be applied to
various of the District's groundwater recharge and protection activities, including the
maintenance and reconstruction of recharge basins, defense and protection of water fights, data
and information collection regarding the basin, establishment of monitoring wells, and regular
water spreading activities.
PLEASE BE ADVISED that a public meeting and a public hearing on the
proposed groundwater charge will be held in the District's Board Room at 1630 West Redlands
Boulevard, Suite A, Redlands, California. The date and time for the public meeting and public
hearing will be April 3, 2002 and April 30, 2002 at 1:30 p.m., respectively.
All persons are invited to attend the public meeting and public hearing, and may
submit evidence concerning groundwater conditions, water supplies of the District, or any matter
relating to the proposed groundwater charge. In addition, any party wishing to protest the
groundwater charge may send protest to the District's office, 1630 West Redlands Boulevard,
Suite A, Redlands, CA, 92373 and also be heard at the public meeting or public hearing. Please
be advised that if you challenge the groundwater charge in court, you may be limited to raising
only those issues that you or someone else raised at the public meeting or hearing described in
this notice, or in written correspondence delivered to the District's office prior to, or at, the
public heating.
All intere'l~d persons are invited to review the enga~ring report at the District's
office, Further inquiries regarding the report or the groundwater charge, or requests for further
information, may be directed to Thomas Crowley at 1630 West Redlands Boulevard, Suite A,
Redlands, CA, 92373, or by phone (909) 793-2503.
Dated: March 15, 2002
SAN BERNARDINO VAI J.F.Y WATER CONSERVATION DISTRICT
By:
Thomas Crowley
Deputy Manager
Engineering Investigation
Of the
Bunker Hill Basin
2001-2002 '
Groundwater Conditions in the San Bernardino
Valley Water Conservation District
March 2002
San Bernardino Valley Water Conservation District
Board of Directors
Sterling Woodbury, President
Cheryl A. Tubbs, Vice President
Bert Marcum, Jr.
Clare Henry Day
Arnold L. Wright
Melody A. Henriques
Manuel Aranda, Jr..
D. Burnell Cavender, General Manager
Engineering Investigation
of the
Bunker Hill Basin
2001-2002
Executive Summary
coNSERVATi(
1.0 Executive Summary
Article 1; Section 75560 of the California Water Code requires that a Water
Conservation District that proposes to levy a groundwater charge ",.. shall annually
cause to be made an engineering investigation and report upon groundwater conditions
of the District". In accordance with these requirements, the San Bernardino Valley
Water Conservation District (District) must make the following findings and
determinations as they relate to the ground and surface water conditions of the Bunker
Hill Basin and those areas within the District boundary. Refer to Figure 1 and for
locations
Task 1. Annual change in storage for the Bunker Hill Basin for the preceding water year
(Fall 2001 groundwater levels);
Task 2. Accumulated change in storage of the Bunker Hill Basin as of the last day of
the preceding water year (June 30, 2001);
Task $. Total groundwater production from the Bunker Hill Basin for the preceding
water year (July 1,2000 - June 30, 2o01);
Task4. Estimate of the annual change in the Bunker Hill Basin storage for the current
water year (July 1, 2001 - June 30, 2002);
Task 5. Estimate of the annual change in the Bunker Hill Basin storage for the ensuing
water year (July 1, 2002 - June 30, 2003);
Task & Average annual change in Bunker Hill Basin storage for the immediate past 10
water years (1991 - 2001 );
Task 7. Estimated amount of agricultural water and other than agricultural water to be
withdrawn from the groundwater supplies of the Distdct for the ensuing water
year (July 1, 2002 - June 30, 2003);
$1~ V~CD 2002 Engineering Investigatio~t
1
Task 8. Estimated amount of water necessary for surface distribution for the ensuing
wa[er year for the Bunker Hill Basin and the District (July 1, 2002 - June 30,
2003); and
Task 9, The amount of water that is necessary for the replenishment of the
groundwater supplies of the Bunker Hill Basin and the District for the ensuing
water year (July 1, 2002 - June 30, 2003).
To make the findings and determinations listed above, District staff researched available
geohydrologic and engineering data for the Bunker Hill Basin. These data were
compiled and analyzed and a predictive relationship between precipitation, production,
and change in basin storage was developed, This relationship was based on empirical
data covering the last 10 years and enables the prediction of change in storage, given
certain annual production and precipitation levels. In addition, annual and accumulated
change in storage values were calculated based on historic water level changes
throughout the Bunker Hill Basin.
Based on 9 measuring stations, precipitation throughout the contributing watershed was
60% of normal for the period July 1, 2000 to June 30, 2001. As a result of this lower
than normal rainfall, the amount of groundwater storage in the Bunker Hill Basin
decreased by 81,100 acre-feet. As would be expected, groundwater levels tended to be
lower in many parts of the basin for the current water year with the largest decreases
occurring in the Lytle Basin - Southeast of Barrier J Subarea.
The required findings for the 2002 Engineering Investigation are provided below. Each
of the tasks is further explained in the 'main body of the report. Throughout this
document a positive sign (+) denotes a~ increase in groundwater storage or
groundwater level elevation while a negative sign (-) denotes a decrease in groundwater
storage or groundwater level elevation.
SB VIVCD 2002 Engineerbtg Investigation
2
Summary of Findings for the 2002 Engineering Investigation
Task 1. Annual change in storage for the Bunker Hill Basin for the preceding water
year (Fall 2001 groundwater levels)
· Change in storage between Fall 2000 and Fall 2001
-81,100 acre-ft (decrease)
The amount of water stored in the Basin decreased by 81,100
acre.ft between 2000 and 200'1.
Task 2. Accumulated change in storage of the Bunker Hill Basin as of the last day of
the preceding water year (June 30. 2001)
· Accumulated change in storage b~tween Fall 1993 and Fall 20014
-2t2,200 acre-ff (decrease)
The amountin storage in the Fallof2001is 212,200 acre-ff
less than in the Fall of 1993.
Task 3. Total groundwater production from the Bunker Hill Basin for the preceding
water year (July 1, 2000 - June 30, 2001)
193,000 acre-ft
~ In the District's Engineering investigation (El) prior to 1993-94, the accumulated change in storage was
based on the basin storage in 1984 as considered full, A concern arose regarding the flooding of
basements due to high groundwater levels in the Pressure Zone of the Bunker Hill Basin. Therefore, in
response to the City of San Bernardino's comments on accumulated change in storage, all E['s since that
time are based on 1993 basin storage levels considered as full.
SBVWCD 2002
Engineering lnvestigation
Task 4. Estimate of the annual change in the Bunker Hill Basin storage for the current
water year (July 1, 2001 - June 30, 2002)
-54,000 acre-ft (decrease)
The amount of water in the Basin is estimated to decrease by
54,000 acre-ft during the current water year.
Task 5. Estimate of the annual change in the Bunker Hill Basin storage for the
ensuing water year (July 1, 2002 - June 30, 2003)
-7,100 acre-ft (decrease)
The amount of water in the Basin is estimated to decrease by
7,100 acre-ft during the ensuing water year.
Task 6. Average annual change in Bunker Hill Basin storage for the immediate past
10 water years (1991 - 2001)
1,200 acre-ft (decrease)
Task 7. Estimated amount of agricultural water and other than agricultural water to be
withdrawn from the groundwater supplies of the District for the ensuing water
year (July 1, 2002 ~ June 30, 2003)
· Estimated amount of agricultural water withdrawn from the
groundwater supplies within the District boundary for the ensuing
water year (July 1, 2002 - June 30, 2003)
17,800 acre-ft
~ S~ IOrr'CD 2002 Engineering Investigation
~"~'i~ 4
· Estimated amount of other than agricultural water withdrawn from
the groundwater supplies of the District for the ensuing water year
(July 1, 2002 - June 30, 2003)
7'0,300 acre-fi;
Task 8. Estimated amount of water necessary for surface distribution for the ensuing
water year for the Bunker Hill Basin and the District (July 1, 2002 - ,June 30,
2003)
· Estimated amount of water necessary for surface distribution for
the ensuing water year (July 1, 2002 - June 30, 2003) for the
Bunker Hill Basin
46,900 acre-ft
~' · Estimated amount of water necessary for surface distribution for
the ensuing water year (July 1, 2002 - June 30, 2003) within the
District boundary
36,800 acre-ft
Task 9. The amount of water which is necessary for the replenishment of the
groundwater supplies of the Bunker Hill Basin and the District for the ensuing
water year (July ~, 2002 - June 30, 2003)
The amount of water which is necessary for the replenishment of
the groundwater supplies of the Bunker Hill Basin for the ensuing
water year (July 1, 2002 - June 30, 2003)
202,900 acre-ft
~* SB VI~VCD 2002 Etzgbteering Investigation
5
· The amount of water which is necessary for the replenishment of
the groundwater supplies within the District boundary for the
ensuing water year (July 1, 2002 - June 30, 2003)
9'1,650 acre-ft
In the past there has been confusion regarding the use of the term
"replenishment" in Task 9. The confusion appears to come from an
interpretation of this term as the amount of water the District plans to "spread" for
the ensuing water year. in fact, the term "replenishment" and its associated
value determined in Task 9 is meant to provide an estimate of the amount of
aquifer replenishment that must occur from ali sources, including natural
recharge, during the ensuing water year to keep the Bunker Hill Basin at the
same storage level as the beginning of the ensuing water year (July 1, 2002).
In addition to the above findings, Section 75505 of the California Water Code requires
that a finding be made as to the amount of water necessary to be replaced in the intake
areas of the groundwater basins within the District to prevent the landward movement of
salt water into the fresh groundwater body, or to prevent subsidence of the land within
the District. Because of its location and the elevations of its water table, the Bunker Hill
Basin is not subject to salt-water intrusion and the current groundwater levels will not
result in any significant land subsidence.
Section 75540 of the California Water Code requires that the District Board establish a
zone or zones where a groundwater charge is to be implemented. The Code specifically
states that a single zone may include the entire District and in May 1993 the Board
established the entire District as one zone. This determination may be amended in the
future, but lacking any evidence to the contrary, in the 2002-03 year the entire Distdct
will remain as a single zone in regard to any groundwater charge.
Section 75561 of the California Water Code further requires the Engineering
Investigation to include a finding related to the amount of water the District is obligated
SB I~CD 2002 Englneering fnvestigatio~
6
by contract to purchase. At this time the'District has no contractual obligation to
purchase water for the replenishment of the groundwater supplies.
Based on the results of the 2002 Engineering Investigation, the San Bernardino
Valley Water Conservation District finds that:
Due to the below average precipitation and the resulting decreased natural and
artificial recharge since 1992, the Bunker Hill Basin's storage is 212,200 acre-
feet below that which is considered full for purposes of this Investigation.
· During the ensuing water year (July 1, 2002 to June 30, 2003), the Bunker Hill
Basin can be recharged, from all sources, with 415,100 (202,900 + 212,200)
acre-feet of water. This recharge quantity is needed to maintain the 1993
storage level considered full.
The District should continue to take the necessary steps to enhance its capability
to conduct recharge operations, which includes construction of new, or
maintenance and repair of existing, diversion facilities, canals, dikes, basins,
roads, and other water recharge facilities. These improvements are required to
ensure the increasing demands on the Basin, especially during drought periods,
can be met.
SB Vg~CD 2002 Engbteering fnvestigation
RELEASES OF LIEN
MARCH 6, 2002 - MARCH 20, 2002
ACCOUNT RELEASE OWNERS PROPERTY AMOUNT
NUMBER DATE NAME ADDRESS OWED
1. 007-0008-1 03~20~02 84.10
2. 082-0106-4 03/20/02 28.05
3. 091-2078-1 03~20~02 166.26
4. 094-0228-0 03/20/02 46.85
5. 104-0168-5 03/20/02 118.85
6. 116-1906-1 03~20~02 61.39
7. 122-1011-0 03/20/02 58.84
8. 122-1011-2 03/20/02 27.79
V 9. 136-0089-4 03~20~02
TOTAL $ 605.26
+PAID THROUGH TAX ROLLS
Page 1 of 1
Deadline April 19, 2002For Grades K - 6
Name for Contest
Water is Life
Water a natural resource
Where our water comes form
How we use water
Sponsored by:
East Valley Water District
Draft
Winners and Prizes:
1st, 2nd and 3rd place winners will be chosen from the following categories: K-2,
Prizes include bikes, gift certificates and certificates of participation and t-shirts for
students.
1st place winners will receive a new bike and their poster will be displayed on the
poster contest t-shirt.
2nd place winners will receive a t-r~ty dollar gift cedificate to K Mart and a t-shirt
3rd place winners will receive a twenty five dollar gilt certificate to K Mart and a
All students who participate will receive a certificate of participation, (and a t-shirt)
Teachers of all 1st place winners will receive a fifty dollar gift certificate for dinner at I
Calendars from and a T-shirt.
Selected posters will be submitted to East Valley Water District for consideration for
for Water Awareness Month (calendar)
Award CerelRonies:
Winnem and all students and teachers will be notified of the final judging results.
ceremonies will take place during May, in observance of Water Awareness Month.
dates and location to be announced.
EVWD Poster Contest -1
Judging:
A panel of judges will judge the posters in April. Posters will be judged on
criteria:
~Theme Expression
OriginalitylC reativity
Neatness/Artistic Execution
Students must be attending a school located within the Service district of East Valle~
District to participate in the Poster Contest
Use:
Ink, Chalk, Fabric Crayon Markers, Pastels, Cut Paper, Poster Paint or Watercolor
12 x 18 white paper
leave a 1" white border
Draw horizontally
Use bright colors
Use only a few words
Use original art only
Teachers Follow these steps to submit your students posters:
1) Select the Four best posters from your classroom in terms of theme expression,
ity. and neatness.
2) Xerox and full out the Class Entry Form on the back of this flyer and paper clip it to
for best posters.
3) Mail the Class Entry Form and four best poster to:
Jo McAndrews
Poster Contest
East Valley Water District
1155 Del Rosa Avenue
San Bernardino, Ca. 92413
Mail Posters Flat or Rolled: Do Not Fold
4) You may send in the entry form and posters at any time, as long as they are postma
by April 12, 2002
Questions? Call Jo Mc. Andrews (909) 787-9267
EVWD Poster Contest -2
Instructions:
Class E,n. try Form ,) x o.
2) Cut oat lite Class ~ Fona
Teacher's Name: 3) COMPLETELY fill out the Class En~y Fofln
4) Select ~ Fi)HR BEST POSTERS ~ your ¢{nss
School:, ,., ~co~ling to then~ ex. sion, ~eativlt~, neatness
~hoo] Dis~'ict: 2) Completely fill out fim~ Student Euity F. onns below
School Phone Nmnber 6) Glue or Tnpe a student enUy form
Grade Level: to the back of each poster
Phone Numbec. ?) P-,q, er Clip the poste,s tone. er
8) Slip the Class EnVy Fomi undcr the paper clip
Total Number Of Students 9) Do not fold the posters
In Your Class Who Made Posters:.. 10) Mail o~ deliver fl~e posters to:
(Evcsy Stud~m will rcccive a Certificate of Participation) Jo McAndtcws at East Valley Wntet District
Before April 12, 2002
Student Entry Forms:
stud N .......
ent's e: Student's Name:
Student's Grade Level: Student's Grade Level:
Teacher's Name: I'eacher's Name:
School: ~chool:
School District ~chool DisUict
School Phone Number: School Phone Number:
Student's Name: ~;tudent's Name:
Student's Grade Level: .:,tudcnt's Grade Level:
Teacher's Name: Feach~r's Name:
School: ~chool:
School District School District
School Phone Number: School Phone Number:
EVWD Poster Contest -3
two.ay finance workshop...
Fundamentals of &
your area in 2002..,
California
Learn how to understand and apply ~=.
the principles of finance and accounting ~. M~y20-2x
Onto · May 22- 23
P~ad~
Y~ ~a~ pow~l sk~ with big b~flts:
Ok[ahomn
$ How to rod ~fiM s~temen~ O~oma CiW · July 22 - 23
8 How to ~e prov~ acco~g m~o~ to forec~ revenue ~d p~ Ore,on
for ~ PoMand, M~ 30 - 31
$ Cle~g up ~e mo~ co--on ~concepfio~ non-~ m~ge~ ~ve Po~d · Jone ~9 - 20
8 HOW tO
8 15 M~pem~le t~ ~t ~ h~p you sp~ ~e l~age of ~mce
~d acco~ ~mhin~on
SeaMe · May ~ - 29
$ How to ~ M on ~e ~po~t n~b~ M ~y ~ repo~ ~e · J~e 17 - 18
$ HOW tO reco~ oppo~ties for ~pro~ ~h flow ~d profit conMbufion
$ PLUS ~, ~ MO~
~ho noefla th~s trainino?
~you ~ M or ge~ r~dy for a m~gement poMfion ... ~you m~t pmp~,
Mt~t o? appr~e budge~, ~cM re~ or b~Mess plms..'. ~ you w~t to Complete wor~hop
be able to
perforce of yo~ o~afion .., ~ ~ ~ for you. It cu~ ~u~ ~e ($349 ~ for fo~ or mom)
· eo~ md j~on to p~vide pmc~cM, ~-world ~g
skil]~ ~t ~e~ ~ger needs.
Turn to ~a~a 4 and ~ for a eompl~t~ outlin~ of th~ progeam.
Course Outline
Day 1 9a.m. to4p. m.
How to understand and use "Finance 101" for managers
the "language of business" · ~ch concepts o£ budgc~g ~ ~n~gers nccd
· What every manager needs to know about the basic to understand
building blocks of accounting md finance · 2 powerful financial concepts you'll use throughout
· Howto cut through the jargon to translate financial data your career
into meaningful concepts and understandable terms · The important differences between figuring expenses
· The 15 fmmcial terms your business vocabulary md revenues on a cash versus accrual basis
must include · 4 real-world examples of how to use depreciation to
· Financing business--where the money comes from.,, reduce taxable net profit
types of loans ... short-term, long-term firmncing ... · How to identify fixed versus variable costs
unsecured loans ... factoring ,.. advantages and · How to develop workable rules for setting up
disadvantages of each financial statements
· How to present your ideas md plans in the appropriate · When and why to capitalize expenditures
financial terms · Payables and receivables--what every manager
· How to avoid the most common sources of confusion must know
between accountants and managers · "Profit" md "loss"--undetstmding the real meaning
· 5 important ways understanding md applying Generally of each
Accepted Accounting Principles (GAAP) will make you a
more effective manager
Day 2 9 a.m, to 4p, m. · 3 quick ways tO find the vital numbers in my
financial report
How to use the · The key financial milos to conMder when analyzing
financial tools available ~c~ statementa
· Howto use accounting principles to make reggie
to you to make better growth projections
management decisions · 2 important elements to look for in annual reports
· 3 measuring sticks for evaluating the financial
pedommnce of any endeavor Computers and
· How you play a role in controlling cash flow even ff financial management
your department is not a profit center
· When and where to record business transactions md · Overview of the available software packages: Accounts
how to use the information recorded receivable md payable programs, budget tracking
· How to quickly decipher balance sheets, income systems'md more
statements and cash flow reports · Recognizing what personal computer software
programs
call
do
for
you--md
what
they
can't
· Tips from the professionals on how to prepare
Financial statements · Evaluation criteria to help you select the best software
· How to report financial information in the package for your unique needs
proper format
· How to use a simple formula for figuring break-evens
.~'.~*~r:~~.~~, .~.., ? for Non-financial Managers wo~h two days
~ ~,~'/~~ ~'~~ ~ ~*: -' of your valuable time?
~.~.=~,.:.~_~=..~f~=~.~e:Ak._~__zx=~k~_._~,.,_~ ................. YES [ But don't just t~e o~ word for it. Read what
p~t p~idp~ have to say:
"I now u~sta~ most of tbe 'a<oun~ng jargon' I've be~
hearing at work. Ftnan~ m~e a lot more seine to me now.~
Generally Accepted - j~e No~c~, O~ce M~ager, E~op~ Md~
Accounting PrinciDle$~ ' "Semtnar gave ~ good ov~i~ of the fi~n~M process and tbe
howtO setup financial speafl~ of dete~tning a solid b~t~ Ve~ b~efl~M tn ~ng
~inters on bow to in.et my com~any's finan~M do~men~.
statements and repo~s ' - ~en Moore, Re~o~ M~ger, 360~ Co~caQo~
I HOW tO compute net wo~ ~d sto~olders' eqM~
~ ~y seminar ~ tbe most info--rive <~unang d~
I How to accost for ~se~, ~b~es, eq~W, revenue have ~ a~de~ B b~ opened my ~es to all ~pec~ offi~me~
~d ~pe~s I ~uM recommit tb~ s~i~r to anyone,'
I UnderdOg ~e b~ic "T" acco~g ~t~ - Os~ Bro~, ~ecutive S~pe~or, ~te ~o~ Co.,
I SO~ b~Me~ ~acQo~ ~to ~e approp~te debits
~d
= Unde~g ~e b~cs of ~e acco~tMg ~cle Another great mason to a~end ...
I Chec~g for acc~ ~e v~ue of ~g a Your trainer Gregow Hicks
M~b~mce or John Kamper
1 S~ple ~de~es for pos~g ~co~ Grego~ and John are firmly e~ablished financial e~o~s and veteran
I HOW to ~der~d ~d Mte~t ~e most co--on trainem who'll raise your comfoa level and skill in managing th~
"numbe~" aide of busine~.
~c~ repo~ They represent the "cream of the crop" in the financial indu~ and
were hand-picked ~r their depth of knowl~oe and wes[th of
experience, You'l[ benefit from their yea~ as ~nancial decision-makers
and their keen abi[~ to present this vital information in a meaning~l
and underMandable way.
~~~ ;.~ ~ ~..~ ~ ~~?~ .~ ~. Through their as~te eyes, you'll see finance cleady and, for the first
~~~.; ~ ~ ~ -:~ ' , ~'.,/~~~. , . ; ~,O~L' .~: .~ .~ ¢~ ~_ time, itwii~m~kecompletesense. They'llwalkyouthroughthehows
and whys of budgeting, financial repoAs, balance sheets, cash flow and
eve~ other tool critical to your companCs livelihood.
~0~ ~Og~/ There's not a single boring minute in this fa~-paced training experience.
~ese pros pack it with energy and excitement, exploring finance and
accounting from eve~ angle and uncovering techniques even veterans
Call toll free 1-800-873-7545 or ~i~ .~ ~.d
on-line at www. skillpath, corn %~¢v~ h~tp~ thousanda o{ bu*in~ss ~rof~$~ion~ls build their
~onfid~n~ ~nd ~x~nd their eam~r~. Now they'll h~l~ ~ou build u firm
~oundation o~ financial know-how so th~ n~ tim~ you'r~ on th~ firin~
I'n~, ~ou II haw th~ r'~ht 'nform~t'on ... to m~k~ th~ n~ht
~Jt~ ~0~ 10 th~ ~o~$ho~. ~rou~hl lo ~ou b~ Skill~ath--
~ 8m~ ~bo~ {or ~opl~ a~rioua about
9:00 a.m. to 4:00 p.m. each ~y mon~ ~m o~.~ o~ ~ ~ ~ ~-b~m, g~e~mt
~, edu~on ~d ~e ~. ~ seminar I~ ~ a ~ ~up of ~
at ~e top g ~ p~f~n--s~ed ~m ~ a ~dom d~ ~
Seminar Materials
You'~ l~ve ~ wo~hop ~ a ~cate of ~e ~ l~g ~ence p~le ~ ~de S~ ~e ~-
~ ~g ~mp~y M ~e wo~ ~d ~ ~ md ~ee for
A~en~ce; a ~y re~ed, ~dged ~ ~e ~e ~ of ~w~ id~, ~ p~t~
wor~ =d Selby-step ~de~es for
· e new ~o~afion you've j~ le~ed. America's top 500 compenles ~n't be wrong
To~ot~ ~, ~mp~h~ ~ ~d o~ ~ of
· ~ p~ple. We ho~ ~u w~ t~. ~ ~ ~ you ne~ ~g, why
for ~e ~
~ On-Site Seminars, Consulting and Keynote Speaking
Locations and Dates...
~ It's simple. Our people can make your people better. We can customize ally of our program
Anaheim, CA ;~ and bring our trainer right to your company's door. We also provide a fnll range of In-house
June 13 - 14 ~'~ consulting services, and our trainers are always delighted to add sparkle to your next corporate or
Radisson Hotel '~ about all our o~-site services, call our on-site training department at 1800-873-7545. Whether you
assuelatiun meeting with a stimulating keynote speech designed just for you. For more information
1850 S. Harbor Boulevard ~ have 3 ur 300 people to train, SkillPath is the answer.
Dallas, TX ~ $1dllPath's continuing support ...We don't just stand behind our seminars, we stand bekind
May ! 3 - 14 ,~; you. If, after attending the seminar, you're faced with a finance or accounting problem and don't
Huliday Inn LBJ Northeast ~ lmow wbere to tram--try us. Just send a brief deseriptiun of your particular problem or questiun
l135012BJFreewayatJupiterExit ~ and~ne~f~urfinanceandacc~untingspecia~istswi~~pr~mpflyresp~nd.Wheree~secsnyou~nd
that ktnd of support? Nowhere but with SklllPath.
Dallas, TX
June 13 - 14 Important Information
Holiday Inn Market Center Our registration table opens at 8:15 mm. on the first day. When you arrive at the hotel,
1955 Market Center Boulevard please check the directory for the exact location of the seminar. Our registrars will greet you, assist
you with your registration (or collect your Express Admission Ticket), hand you your seminar
materials and direct you toward your seat. You'll also want to take the opportunity to meet other
Irvine, CA professionals from your local area. Introduce yourselfl You may meet a new Men& Plan to be
May 20 - 21 registered and ready m go by 8:50 a~m.
Crowne Plaza lrvine We begM each day at 9:00 mm. on the dot and mla up at 4:00 p.m. Lunch is on your own
17941 Vun Kurman from 11:45 a.m. to 1:00 p.m. Why not Invite another participant to dine with you? You can share
~ information, review the morning and make each day even more enjoyable.
oklahoma City, OK ~ Parking. We do our best to find seminar facilities that have all the pluses we look for. Convenient
July 22 - 23
Hiltun Northwest ~ location, great meeting rooms, coutteous staff and plenty of free parking. However, some facilities
.have paiti parking only. You may want to check with the facility personnel to determine parking
2945 Northwest Expressway .., fees--often they can direct you to free parking just around the comer.
~ Tape recording. Our prngrams--beth what you see and what you hear--are fully copyrighted by
Ontario, CA ~ SkiliPath. No audio recording or videotaping, please.
May 22 - 23
Doubletree Hotel Ontario ~ Stttt Haven't Picked Up The Pbone?
222 N. Xrmeyard ~ Five More Good Reasons Why You Will Want To Attend This Program ...
Pasadena, CA :::~ t. Our trainers are the best ... period. We choose only the pros who have a proven track
May 14 - 15 I record of tmin~g effectiveness, professionalism and expertise. And what's more, they're
Pasadena Hilton excil~g communicators who'll provide you with two of the most interesting days you've
150 $. Los Robles Avenue ever spent.
2. We give you only the most important, important information. There's a lot of
;, information out there that could take you years m gather on your own. In two fast-paced
Portland, OR ~' ':
May 30 - 31 ~ days, we'll give you what we believe is the best, most important information to help you be
the best you can be.
Ydngmld
Meeting
Center
~ 3. Praettexltty ts emphasized. You will leave this seminar with specifics you can apply
5933 N.E. Win $ivers ,-~.: ..,'.~ immediately. We promise you'll get results on your very next day back at work.
~ 4. The value ts unbeatable. Not only is our eurollment fee among the lowest you'll find, when
Portland, OR four or more enroll from the same organization, you'll enjoy a significant discount.
June 19 - 20
Doubletree Hotel Downtown 5. Our guarantee Is unconditional, straightforward and the very best in the industry.
How can we be so corditieat? Because we work hard bef~ the seminar to make sure you're
3 I0 S.W. Lincoln happy after the seminar. Pertinent, up-toqtate information you can really use, a convenient
meeting location, seminar registncrs who are courteous and helpful and a trainer who grabs
Seattle, WA your attention and takes you on an exciting journey full of fun and facts. We believe you'll love
May 28 - 29 ever/minute of it. Millions of satisfied participants from around the countqr are sold on
Crowne Plaza Seattle Skil/Path seminars. Why not join them?
1113 Sixth Aveaue
June 17 - 18
Clarion Hotel Sea-Tac Airport If you're not happy, we're not happy. Go back to work and apply the new accounting skals
3000 S. 176th Street you learned in our seminar. If you're not absolutely delighted with the recuRs you achieve,
write to us right away. We'll issue you a refund or arrange for you to attend another
': SkalPath seminar withoutpaying anotherpenny. Thafs our guarantee[
i Registratioti lnformtion'"
.L;t~a~I~'~'rr.flYZam$ I, For the fastest service, phone 1-800873-7545 or 1-913-$77-3200. Our customer se~vine representatives wia be
Five
happy to take your emollment. The easiest way to guarantee your entailment is to pay with a credit card
TO Register:
· 2. Visit our Web site at www.sklllpath.com for esff on-line reghttation.
, }[~y Phon6 3. Or send your enrollment to us by e-mall at em-oll~sktilpath, net Please include the following information:
i 1-800-873-7545 Name arid mailiqg address; session you wish to attend; your VIP number as it appears on your ma/ling label;
' or 1-9134577-3200 approving manager and billing information.
4. If you prefer to fax us your registration, the number is 1-913-3624241. please include credit card information
· or mallin your payment before the seminar date.
5. Of course, you can complete the enrollment form below, clip it and mail it with payment to: SkillPath
Enroll on-line at Summa~, P.O, Box 804441, Kansas City, MO ~4180444L
Whatever your method of registration, be sure to enroll right away since space is limited. Ks soon as we receive
· your enrollment, we'll send your Express Admission Ticket. Simply bring it with you to the program and hand it
· ; to the registrar. If your ticket doesn't arrive before the seminar, be sure to go anyway. We'll be expecting you.
~ Walk-in registrations are welcome on a space-available basis only.
, Your tuition is tax deductible. Even the government smiles on professional education. All expenses of
' Continuing Education (including registration fees, travel, nresis and lodging) taken to maintain and improve
· N' :: professional fid[Is are tax deductible according to Treasury Regulation 1162-5 Coughlin vs. Commissioner,
,a, . , , 203F2d307.
~"' '" :;q':":: Cancellations and substitutions. Cancellations received up to fn, e working days before the seminar are
,"" , , .-,. refundable, minus a $25 registration service charge. After that, cancellations are subject to the entire seminar fee,
which you may apply toward a future seminar, Please note that ffyou don't cancel and don't attend, you are still
· .,...~&,l. responsible for payment. Substitutions may be made at any time.
,By Fax ., ....,,.. (~)
· . · ,~ ,-~ .... ~ forthbythalntornattonalAssoetattonforCont~mtngF, ducattonandTrainlng--Authorhed
IOI3-362-5241 -'~ :' Provider number 3307. You must atteud the entire program to qualify for CEUs. Many nsllonal, state and incal
licensing boards and professional organizations wLR grant Continuing Education credit for attendance at our
sermnars (save this brochure and your Certificate of Attendance). You may want to contact your own board or
organization to £md out what's required.
SkilIPath provtdns you with a Cen~lflcate of Attendance that serves ~ your permanent record of
paCdcipation. You may want to frame it or put it in your personnel file to show that you're serious about success.
Yes! i can't wait to attend
Fundamentals of
Finance and Accounting
for Non-financial Managers
Enrollment fee: $399 per person
($349 each for four or more)
[] Anahehxh CA ................... June 13 - 14 (~126633) Mr.
[~ Dallas, TX ......................... May 13 - 14 (#124642)
[] Dallas, TX ........................ June 13 - 14 (*125200)
[] Irvine, CA ......................... May 20 - 21 (~125674),~pprov~ superior
[] Oklahoma City, OK .......... July 22 - 23 (#126616)
[] Ontario, CA ...................... May 22 - 23 (#125463)
[] Pasadens. CA .................... May 14 - 15 (#125731)
[]Portland, OR .................... May 30 - 31 (#123771)
[] Portland, OR ................... June 19 - 20 (#126554) c~v/,
[~ Seattle, WA ....................... May 28 - 29 (#123939) Telephone I~.
[]Seattle, WA ...................... Ju~e 17 - 18(#126484)
Cor~tm~ph6ner~,~ti~:# OChargeto: FlMa$ierCard F~VLsa FIAmEx
Sponsored by:
Association of Ground Water Agencies
Water Education Foundation
in cooperation with Groundwater Resources Association of California
A briefing for water managers, government officials, hydrogeologists, geologists, water quality
experts, attorneys, engineers, public interest groups and others interested in key ground water
issues. At this two-day event speakers will discuss:
· Water Quality Impacts on Ground Water Storage
' .'~,. Recycled Water Challenges ·, , · , -
· · Water Quality- Storm Water Retention
· Public Perception and Water Quality
· Successful Monitoring Programs
· Water Rights and Conjunctive Use
REGISTRATION HOTEL RESERVATIONS
General registration is $300; registration for Contact the Doubletree Hotel at 1-$00-222-TREE.
AGWA, Water Education Foundation and GRA Until March 28, we have secured a special
members is $250. On-site registration is $350. The room rate of $84 per night for the conference, plus
fee includes lunch both days, exhibits and a hosted taxes and surcharges. To request the group rate,
reception in honor of former AGWA Chair Bill be sure you mention the Water Education
Mills on April 11. Foundation.
EXHIBITS FOR Mom~ I_~FO~WAXlOr~
Compar~es and organizations are invited to sponsor Contact Rita Schmidt Sudman at the Water Education
an exhibit at this conference. Contact the Water Foundation, 916-444-6240
Education Foundation for details, or rsudman~wat~reducation.org
Watch your mailbox and these web sites,
www.watereducation.or_~ and www.a~vva.org
for a full agenda with speakers.
Registra':,~n Form - Managin~ Ground ~'- ter Basins
Name
Affiliation
Street Address Ema~l
City, State, Zip Phone
Enclosed is my registration fee:
$250 (AGWA, WEF and GRA members)
$300 (General, non-member)
[] $350 (On-site registration)
~] Mastercard [] Visa [] American Express [] Purchase order #
Credit card number Exp. date __ __
Sigaamre
(must be signed to process credit card order)
Return form with payment to: Water Education Foundation, 717K St., Ste. 317, Sacramento, CA 95814,
Fax: 916-448-7699; Phone: 916-444-6240 ....
~NNI.~A[~' NCE AND EXPOSIT|ON i..
CONFERENCE AT A GLANCE
free sessions, open to all attendees, are designed to drill
Explore strategies and programs that will help you get the right
people in the right place doing the right things at your utilit~
You'll learn how to
· Develop a human resource su'ategy that fits your organization
and helps it meet its objectives
· Formulate staffing strategies and design effective
~ploymem processes
,~eate compensation programs and reward strategies to attract,
retain, and motivate the right people
· Formulate employee benefits strategies and programs thru are
compelitive, attractive to employees, and cost-effective
Rate hike? Main pipe break? Environmental group complaining
about arsenic levels? City Officials asking for emergency '
preparedness plans? Leprn toots and technologies for developing
a communications plan that helps ygu determine what you need
Io say, to whom, anti how you need tn sa), it. Designed ,
specifically for the water indusu% Ibis session will help you to
effectively define your Communications objectives; define: your
audiences, messages, and media; and put it all together for
comprehensive, strategic planl
DISTRIBUTION increased attention with lhe industry emphasis on in[rast~cture rehabilitation and replacement Other
~ P~I areas addressed tn this track include transmission pmnping, cro~-connccnon control, operations and
RATIONS maintenance, kak detection m~d wa~er accountability, and corrosion.
:'~iP~<(u/r~' ~> ~' IHd practides, brbcedufe~,,equipknem ~fid mgtm~al~ related to design, en~neel~g and construction:~ I
'fflUil~ll~lnu of water unhues 5roll be addressed ]~ these sess)ons. You 1{ also learn about ~utomauo~ and , , ',' ~ {
. ~. : ms. mmenta on engmeenng computer appljcano~, cqpstrucnon admm~stranon and faqlhncs dcstgm ~
NI[RNhlIONh[ kXkqtcr supply is, o[ course, a global issnc, and you'll want to attend sessions in this track to learn what
........ managers, cnginccrs, consttitants, and others mound the w~rid arc doing to make water dchvery safe
[[~ ~T ~[ ~ .'.There~ .... always some hing n~w on t ~e le~s ~ ve an~ regt ato~, front, and h :s rack wi keep you{ '
~[{~10~ '~ up-to:date o~ the latest in regulation, compliancd; and policy [~ues. You'll also learn how to deal with ' :
. , both federa~ and local issues, and bow you can aff~ct ~ange. : ~, ]
u*u*rrun~ Management is key tn the operations of a water utihty, and this track will cover all the bases, w~th / SAri
fin~cing anJ rates, and competitive practices. Whether you're a front-hne supervisor or a seasoned
{ executive, these sessions will help yotl, and those you manage, do a heeler }ob. /
PIt'lit 1[[11~ ~ { ~ Le~[n hew ~: bq ~2 ef[estiv~.~dvoea}e for the dfi~n~ water iodt}str~ b7 attc. nding this track. You I1 [[
...... :.: ..... Ic[rn first-haffd abou~ crisis c6mmunicatfons hnd ~o~ phblic affairs is a key component in water J · ~.
utility m~nagcment. ' ~, Y' )
~E~ Thc test bas c am app icd rescaKh, cchmques, innmatk ns. and re~t hs wd he presented mhs
~0[~[[ ~ information-packed track. ~ou'll hear about research related to water supply and treatment; research
-ki'i~-~_.~., conducted, by ratlines, unive rsi,,es, consultants, and government agencies; and how the research is
being di~eminatcd to those in ,he field
S{AE SYSI[g~ Water systems ~th fewer than three thousand connections ~ake'up the majority of's)stems in the ./{, -. '
i , ; U~ted ~tates~ and th~ ~ck ~qll a~Iress the issues important to them, such as interaction witk local , [:
~ ' "~ and [~deral agencies, compliance cri(cria, personnel training, rcgionalization, and financial /
,';;?,';.,' cons derat ,o~s ' '
/
~T[~ Warm efficiency is important lo every utility, regardless of its location or source of supply This track
[O~S[RV~T O~ ~411 We you the latest info~ation on conse~ation legislation, communicat on, education, planning, ]
/
~AT[~ ' ' ~atef utilifi~ st~ve to pro~qde the highest, quality water to their customers. The presentations in this ]
~"i~'~ ~ ~ [ ra'ck ~ll cooer he ehysical chemical biological and ~icrobiolo~chl co~taminan~ t~ac affect water ~
~fU~fl/flfl~ ' ; quality; ~e momtofing s~te~ and labora Dry measuremenu of ~he qu~ity of water from source to . {
;7T,'7:'.' : . , ' ', :
.,k&~ , ' Yap' and haw techno o~ and me hods of wa er treatment hal are effec ire and efficient '
~T[~ This track addresses the technical anti m~tnulional practices, and public ]mlicy, for sustainable
~[50~R(E~ dyvdopmcnt, protection, and managcl~etlt Of ~ater resources for puhhc water supply
tnr~{~m Tnn~tc ~'s track' encompa~ many wa{c~ sup ~1), opics and'~ round out your conference lechn'~[ ["
· r[tmt munn pro~a~ eJpedence. ~e ~sions a~'bdng sponsored:be.: d~e Mamtiacim'e,ff~ss~i3tes Coun~fl'w,th 1.
he at'st advances n cchnolbm, the Young Profes4~o~a s:Comn ittce add/ess~ng wkter re.arch and
' advances; thc Canadmn Affairs Commniee, x~th case studies from the Walkeno~, Omano, and /
Ba cf rd ba>kachew ~ ~ e' wncdse scot )teaks'Water :orPe~pe hr)vt ngtpdaes~ 1 s /
latest ~rojects Axsocianon ot ~wironmental Engineering & Science Prole~ors (AEESP) the rCChlnc:d
' Ccnte~ aItack. ]
- . , Schedule is subject to changegThe mo~' -rent mfbnnauon is available on thc Web at v,~,w,v.,.._.a.org/ace2002 and m the on-s~te progmm:'~ ~: '
"- SUNDAY, IUNE1: , .,-~ ,. . . , ,.~ ..,. . .,. . ~- ,
- ~N2 SUN2
Energy Energy EBI Session I Session Il Session IH Session
SUN6 , SUN6
Taste ~ T,~e ~
Odor Odor
~J' Sess~o~ I EB2 * ' Session II Sessk,n III , , EB5 Session IV
Session I Session Il Session II1 Session IV
SU~9 ~ "SUN9 .:' ' :
Rcgs ~ 'Re~. ~' S~iod [' EB3 Sc~bn 1[ Scs'sion I1[ Session IV Session V
MicroFiltra MicroHhra. - ' . ·
SL'N3 ~UN3 O
Rates& Legal ~ues & Legal - Sesskm I EB4 Session Il Session 111 Session [V Sexsion V[ EB6 bebsion Vll
~ ~ Session V Session VII[
SUN8 SUN8 ~ 0 , .
Z Sbs~0n I ' ' Se~ion II'~ ;
Pereep. ~ (e~cep. ~ ~
D;' r~ctant D~sin fectant
R~cle
Recycle Z Session I Session [l ~ SesMon 11l Scssiot~ W Session V
Rule Rule ~
SUN5 SUN5 m Uni~ Univ.
Arsenic A~nic ~ Forum 1 Forum II
Removal Removal O
, Session I ' Session Il S~sion 1[I Session ~
~ Session I Session l[ 5e~ion Ill 5eks~on
SUN6 SUN6 ' ~
Tasle ~ ' Taste ~ S~s~on t~, S~ssion II ~ssiml Ili Session V , Session VII Sessiofi' "k~ll
Odor oaof ' - '. '-
's';;'~,, ' ~' '" .....
BUNT'
IDSE IDSE
Session 1 Session I1 Session HI ~ Session IV ~sswn V Sessk)n VI
co~.,t~sum Co~n~SU~ O~ES~;: ~ '-2;; ', ~ ~'c~ ;, ' ' ~,~i~,'. .' :
Em'~r.ency Stmteg~ ~7 People ' Affai~ ' / '
EM'~,? ~ ~mm.., ~kater For , ,v ' ":
Terro~m Te~onsm , ~ Response', .
~ Technology I~ Techno]ogy II Pro[e~>ional~
2002 AWWA ANNUAL CONFERENCE AND EXPOSITION. JUNE 16-20, 2002, New Orleans, Louisiana
Reservation Deadline: May 17, 2002 Make Your Reservation:
Online: www.awwa.org/ace2002
Reservation requests received after May 17, 2002, will be accepted on a space-
available basis at the hotel's preva(ling rates, if rooms remain, By Fax: (330) 963-0319 AVe/VA Housing Bureau
Telephone reservations will not be accepted. Online hotel reservations are the By Mail: AWWA Housing Bureau
quickest way to secure a room. Hotel registration by fax or mail assigns your 2450 Edison Blvd.
room on a first-come, first-served basis as received by the Housing Bureau· Suite 2
For any housing questions please call (330) 425-9330. Twinsburg, OH 44087
DO NOT SENB THIS FORM to AWWA Headquarters
ATTENDEE INFORMATION
HOTEL INFORMATION
· "~t arrival and departure dates. A room required Iwo or more days before or elter the conference may not be available. If dates are not listed, this form cannot be processed.
~ll~ival Date I I I I I Departure Date L I I I .-J
Month/Day Month/Day
List your hotel preferences. Use hotel codes on page 19.
Rrst Choice I I I I Second Choice I I I I Third Choice [ I I I
(The Conference Headquarters Hotel is the New Orleans Marriott.) ; J I wish to be p~aced in the Canadian headquarters holel. Hotel Monteleone.
Room Type Desired Special Requests (not guaranteed)
~ Single ' , Double/Doed~e , Smoking , I Lower floors
; Double Quad , Nonsmoking ~, Crib
! Triple , Please chad~ here i~ y~u have a ~ tha~ may require special
se~ces and attach a whtten description of you~ need~
ADDITIONAL ROOM OCCUPANTS
Do not duplicate mom requests! It you are sharing a room, desigr, ate one person to seed the request. It Occupant is a chiEl, please list age.
Name(s) o! addibenal occupant(s)
PAYMENT ....
All rooms require a credit card number depo~ in the amount of one nighrs ~adging ptus tax. No checks wil~ be accepted. Th~s Oeposit is nonrafuedabte if you are a nO*show
,~ll canceIlabensrchanges mus{ ha made in wrikng aed laxed to the AWWA Housing Bureau a! (330) 963-0319 OR cha~es can also be made d~rectly via the AWWA Web Site:
,,,,.awwa,.or g;ace2002. Refunds ol deposits w~'~ be made only on cancelht~on requests rec,~ved 72 houm prior tO the day of scheduled arrival For all cancellations made after
~[~ri126, 2002, a $50 processing fee will be charged to your credit card.
rj American Express ~ MasterCard ' V~sa
Card Number Expiration Date
Print Name Signature
Online hotel reservations are instantaneous and the HOTEL RESERVATION DEADLINE: MAY 1'7, 2002
!est way to re!?ister. Hotel Shuttle Bus information
~ AVv~,'A ,.,,'ill provide shuttle service from the Mortal Convcntion
Register online at www.awwa.olg/acezooI. Center to all hotels listed except for Holiday Inn Select and Embassy
Suites. These tv.,o hotels are within easy wall.:mg distance of the
convention center.
You may also register by using the Hotel Reservation Form.
Annual C0nle~ence and Exposition Hotels Thc shuttle bus routcs and schedules are listed on thc \Vcb at
All rooms require a credit card number deposit in the amount of one www. awwa.org/ace2002 and will also be available at the conference.
nights lodging plus tax. No checks will be accep ecl. This deposit is
nonrcfundablc il' you are a no-show. All canc¢llatitms/changes must
he made in writing and faxed to thc/',3,%a,¥A I lousing Bureau at (330)
963-0319 OR changes can also be made clirectly ','ia the AWWA Web
She: wwv,'.awwa.org/ace2002. Refunds of deposits will be made only
on cancellation requests received 72 hours prior to the da}' of scheduled
arrival. For all cancellations made after April 26, 2002, a S50
processing fee ',','ill be charged to your credit card.
· REGISTER ONLINE at <www. awwa.org/ace2002>. (Credit card only,) Priority Code A02 I I
· or BY MAIL to AWWA, 6866 W. Quincy Ave., Denver, CO 80235 (Check, credit card, or
government purchase order. Make checks payable to "AWWA" in U,$. funds.)
~ or BY FAX to (303) 794-3951 (Credit card only. DO not mail your form if you fax it.)
· After April 26, 2002, registration must be done at the conference site.
Please print. This information will appear on your badge,
by AWWA.) Z16
Please circle one: AWWA Membership No. Please circle the workshop you wish to
A. Public Water Supply ] Your Membership attend. (Workshops are optional and an
Utility--Municipally additional cost.)
Owned I Your Company's Membership
B. Public Water Supply IPER-SAVER [~ISCOUNT ON-SITE
U~ility--lnvestor Owned RATE RATE RATE Full-Day Workshops (include lunch):
C. Governmental by 3/15/02 after 3/15/02 after 4/26/0~
D. Consultant Please circle one: Membe/ No~mem~ aelnbm ~11~I~'~ Memb~ N0n"'~nbe SAT1 Benchmarking
E. Contractor Full Registration w/banquet AA $695 895 830 1,030 965 1,165
Private industrial S stems
I~ or Water Wholesa~/Jr Full Registration w/o banquet A $625 825 760 960 895 1,095 Member* $350 Nonmember $450
G. Manufacturer of
Equipment & Supplies Monday Only B $315 415 380 480 445 545 *QuaIServ, Benchmarking Clearinghouse,
(incl. Reps.) Tu__e. sday 0nly C $315 415 380 480 445 545 AWWA, or WEF member
H. Distributors of Equipment
& Supplies (incl. Reps.) Wednesday/Thursday Only D $315 415 380 480 445 545
L Educational institutions, Exhibits Only G $75 100 95 120 125 150
Faculty, Students, SUN1 Counterterrorism
Libraries Student H $75 100 95 120 125 150 SUN2 Energy Solutions
J, Fully Retired Operator I $75 100 95 120 125 150
K. Research Lab SUN3 Rates
L. Other Subtotal SUN4 Filter Backwash
· 5~l[~[~ ~,.~..Ze]l[..~]=~j.~.tlj=~.*~jl~it=i[{~.~l:f_,ll[e]~ SUN5 Arsenic Remeval
SUN6 Taste & Odor
Please indicate quantity and price. Refer to next page for Please circle all that apply: Qty. Total
;odes and title descriptions. SUN7 System Evaluation
Spouse/Guest SUN8 Disinfectant Residuals
Ticketed Events with banquet SA __ @ $95 --
Spouse/Guest Member $230 Nonmember $330
T1 __ @$25=__ T3 _~ @$55=___ without banquet SB __ @$25= __
T2 _ @$65=___ _
Child SE ___- @ $25 = -- Half-DayWorkshop (no lunch):
T4 __ @$35=__ T7 __ @$25= ___
T5 __ @ N/C =___ T8 __ @ $25 = ___ Name SUN9 Regulatory
T6 __ @$65=___
Tue. o~ P~e rom o~. Pr,ce 'ro~ Name Member $180 Nonmem~r $280
T9 -- ~25=___ T13~$20~ ----
TIO ~ ~ $75 = ~_ T14 ~ ~ $20 ~ ~_ Subtotal Subtotal ~
Tll ~ ~0= ~ T15~5= ~--
T12 ~. ~ $4O = ~--
'~ed. ~. P~ Toga e~ ~ To~ Grand Total in US $
~ $~ = ~ ~ ~ $55 = __-- ; Government RO. .; Personae Che~ [: Company Check
~ T18 ~ $20 = ~ __ ~ ~0 = __-- '.' Maste~ard 2; VISA ~ Ameri~n Express
T19 -- _ _
~ $40 = __ ~ __ ~ $70 = __ Card Numar Exg Date
Subtotal Signature
CANCE~ON POLICY: c~ ~t ~ r~ ~ ~ ~ ~ ~, ~ ~ ~ A~A ~ ~ ~ m~. P~e ~lat~ are ~ ~ ~ ~ ~t~ ~ F~,
uOLU TO BEG]STE
REGISTER BY MA~CFI ! 5 TO GET THE SUPER-SAVER RATE; CANCELLATION POUCY
Cancellations received in writing and postmarked or fax-dated by
· ONLINE AT WWW. AWWA. ORG/ACE2002. April 26, 2002, will receive a refund less a 25% administrative fee.
ICredit card only.} After April 26, cancellations wdl not be refunded; however, you
ma5' substitute registrations by faxing a request to (303) 794-3951
· BY MAIL TO AWW& 6666 W OUINCY AVE., DENVER, COLORADO or sending an e-mail to custsvc@awwa.org.
80235. [Check, credit card, or government purchase order Make
check~ payable to 'A~(AX/A" in U.S. funds.~ GROUP DISCOUNT TO VISIT THE EXPOSITION
Ten or more co-workers frotn the same company and location are
· BY FAX TO 303-794-3951 eligible for a special rate on an exhibits-only pass; good for all four
ICredit card only. Do not mail your form if you fax lt.) days the Exposition is open. Call D800-926-7337 to register yoor
group prior to the conference. Group discounts are not available
· Full payment or a purchase order is required to for those registenng at the conference site.
process )'our registration.
· When A~%VA processes 3'our registration and paymem,
you'll receive a registration confirmation notice in the mail. Ile ister early and avoid lines at lhe conference!
· Photocopy the form if you need additional copies. REGISTER WITH PAYMENT ON OR BEFORE APRIL 26, 2002, AND
YOUR NAME BADGE WILL BE MAILED TO YOU ON MAY 20.
(This does not apply to registrants outside the U.S. and Canada,
and anyone with an outstanding balance.)
r des SUN7 Complying with the T7 Trash and Treasure on WEDNESDAY
Initial Distribution System Magazine Street TI6 Drainage Station #6
~_LER TO THE CODES AND Evaluation
E DESCRIPTIONS BELOW
WHEN FILLING OUT SECTIONS T8 Circle the Crescent: A City TI 7 Drainage Station #6
SUN8 Public Perception of Tour of Longue Vue Estate & Carrollton Plant
3 AND 4 OF THE Disinfectant Residuals
REGISTRATION FORM. TUESDAY T18 NASA Michoud Facility
SUN9 Regulatory Issues Facing T9 Water For People Golf
WORKSHOPS Microfihration and Ultrafiltration Classic (8:00 a.m. Shotgun Start) T19 Louisiana Legacy:
SAT1 Benchmarking Training Membrane Filtration Facilines Mystenes of the Swamp
for Utilities T10 Baton Rouge The Flavors
FICKET EVENTS of Louisiana T20 Private Homes: The
SUN1 Connterterrorism and SUNDAY Garden District Lunch at
Utilities
T1 Circle the Crescent: A City TI I Mardi Gras: It's Carnivo2 Commander~ Palace
SUN2 Energy Solutions for Tour of Longue Vue Estate Time
Water System T21 Sugar Country:
Operations/Understanding T2 Reflections of Louisiana: TI2 The Art of Creole Cuisine: A Plantation Parade
Energy Procurement Bayous Boeuf San Francisco and A Cooking Demonstration and
d'Estrehan Plantation Lunch T22 AAEE Luncheon
SUN3 Rates and Charges and (11:30 a.m.)
the Legal Environment T3 Nostalgic Journey on the ri 3 Drainage Station #6
Great River Road T23 Annual Banquet
TI 4 Drainage Station #6 t. 7:00 - lO:00 p.m.)
SUN4 Fther Backwash Recycle - MONDAY ~ Carrolhon Plant
Rule Compliance ,,,
t. 14 18th Annual 5k Fun
TIS Water Industry Luncheon,
SUN5 Arsenm Removal Run~Valk ~ 5:30 am.) Featuring Ro/Firestone
Compliance w~th !',lembranes (12 noon)
TS First:rime Attendee Program
'6 Understanding and ~8:30 - 9:00 a.m ~
~,~trolling the Taste and Odor
of Drinking Water T6 Private Homes: The Garden
District Lunch at Comnmnder~
Palace
For Board Members, Treasurers, Managers,
Finance Officers, Operation Managers, and Secretaries
of Special Districts, Cities, Counties, and Non-Profits
A Special District Institute Seminar
· The best seminar on district fixxance
· ~ -- the latest information, revised this year
· ~l~k~q~ll~.Lll~ with practical advice you can use immediately
This is the second in a series of three seminars designed to give you the tools needed to deal with the
challenges facing your district. Obtain valuable information to guide your agency through today's maze
of increasing costs, costly facilities, and complex regulations.
A Must Attend Seminar For'Newly Elected Officials
Palm Springs Marquis Resort
Palm Springs, CA
June 27-28, 2002
.,4ccompan. ying IVorkshops offered June 26t'and June 29t*:
Special District Finance is designed to covet the full
spectrum of the financial information requirements 9:00 - 4:00
needed by today's financial management team.
7:30 - 8:00 a.m. Reglstrafion and Continental Breakfast
Special District Finance takes the participant step- 8:00 - 8:15 Introductions & Opep2ng Remarks
by-step through the entire financing process. The 8:15 - 9:15 Fiscal Leadership and Strategic Financial Plarm~
seminar provides the policy maker and manager 9:30 - 10:30 Understa~ttln~ Your District's Audit
with the essentials of a long-range debt and revenue 10:45 - 11:45 Workshop 1 - Financial Planning
management system, and provides a solid foundation Workshop 2 - Auditing Issues
in financial planning techniques, including: 12:00 - 1:30 Keynote Luncheon
1;45 - 2:45 Preserving Your District's Assets
· Capital Requirements Planning 3:00 - 4:30 Workshop 1 - Infrastructure Self-Assessment
· Budgeting : Workshop 2 - Financial Control
· Debt Financing 4:30 - 5:50 Networking Reception
· Revenue Analysis
· Cash Management 7:30 - 8:00 a.m.
V · Investment Management 8:00 - 9:00 Setting Rates~, Charges, Fees, and Assessments '
· Operations and Maintenance Requirements 9:15 - 10:15 Market Your Budget Successfully
· Auditing 10:30 - 11:45 Workshop 1 - Successful Budget Formatz
Workshop 2 - Favorable Bond Ratings
12:00 - 1:00 Luncheon: Presentation of Certificates
REGISTER NOW - 800-457-0237 1:15- 2:15 Debt Financing versus Pay as You Go
2:30 - 3:45 Raising Revenue Without Being Lynched
· .' . '..... ': ." '. ' .. . . . ' '... : ". '.' . . 4:00 - 5:00 Workshop 1 - Ralsfiag Revenue Without Litigation
' '.Thr~us,~ds'}m,ve 'a}te~dcd' this 'val[~l)]c an'ntl~tl.'' Wotimhop 2- Invesunent Pmcficesin UnstableMarkem
pro/~l:am oveg the past $0 }'ears..All ltlstrtlctOrS " 5:00 - 5:15 Session: Successful District Finance
...arg experienced ~nd practi~mg.authorit~es m...
'~h~ fibRi i~f Special District l:inahce.: : ' 8:00 - 4:00
Two Optional Workshops Offered
LaxT YOU'LL LEARN... WHAT YOU'LL I.EARN...
~' In4epth analysis of implications of GASB 34 · How to plan, prepare, conduct, and document meetings
· What GASB 34 will do to your district · Effective strategies to identify, prioritize, and schedule issues
· How to account for fixed assets and related depreciation · Ensuring full and fair discussion and debate by all
· Your district's financial options · Cal/fomia spedal meeting requ/rements
· Cas~ Study - Sample Agency's Financial Statements · Confidence in a contentious environment
' Palm Springs Marquis Resort - Hotyl Accommodations... .
'~ spccl?.l,£1tC O: ~/I $ ngle/¢lolt ~lc I:..lS Dec".- StC~0 }ttt~t Or ~ corn:hr)aa ~ ns cmr ~l~: ~c c~-c,'it ~ ~'wcu
)ctm~. .... m.{l at,er. . ro..m, er~a,.on.. .. mac. e..*.. Jtllle. 4,.2002.. ,st. i,.~.c .... . ... ~ ..... ., , · ,. . , . ..
m~rcl: 800-223-10~0 or 760-321-2121 and rcrt'.r m:Spccm! .D:s!ta.. .... . ...... ".?..' <..' '~'.: ', . ~ , ,: .', .':;.'.:' . '.'
Each Participant Receives...
Comprehensive h~dbook, aH class mat~s~ con~ent~ bre~ast each daB re~es~ent breaks, l~ch each day,
ne~or~g ~th ~s~uctors and peers. T~fion does not ~clude lod~g or o~er me~s.
Certification Program...
' By aaen~g ~s se~, you are automadc~y ~o~ed as a cm~date for ~e Cer~cate Progrm ~ Speci~ Dismict ~adcrs~p
md Management ~eSe is a ~35 a~smafive fee ~t ~ be c~ged ~ ~e e~o~t of yo~ ~rd Sero Se~s can
be ~km ~ any ord~ md must be completed ~ a ~ee-ye~ period.
Guest Me~ Package...
~ues~ may ~o~ you for ~ me~ ~ncfions prodded a sep~atc me~ pac~e is p~chased ~ advance. Yo~ ~est ~ be ~n a
~me badge ~at ~ ~ow ad~ce to ~ me~ ~cfions.
Disco~ts Available...
I.,arlx Registration DlscOtUlt ...... Team l)~,counts ..... r · · Mult~-I,~cnt DjscOtllltS ..... . . .
, a. 2 ~1)~ dl cotlt b~tb~ ~rl{s mp~ sas( $t90 . .
Speci~ Car Rental Disco~t...
- - - spe~ ~r~emenm ha~ been ' - - - ~sco~ted rates ~e av~able. C~
made for ~scomted c~ rm~s for o~ ~oup. C~ Ent~fise at 800-331-1600 reference Accost No. D9009~ md ~te
at 760-778-0054 md refer~ce Code No. CD8818.. Code: D~y or Wee~y - OO,
Special ~e Disco~ts ~...
~ offers ~sco~ted ~f~es for ~s event. ' ' is offering a 10% ~scount on most
C~ U~ted 800-5214041 m book yo~ rese~afions md of its akeady iow hres, for ~avel to md from ~s event.
receive a 5% ~sco~t off ~e lowest apphcable ~sco~t f~e, C~ ~e Sou~west ~es Group md Mee~g Reservations
~clu~g Fkst Class, or a 10% ~scomt off ~d-week coach at 800-433-5368. Reservations must be made at least 5 days
hrs. ~ ad~fion~ 5% ~scount ~ apply if tickets ae prior to ~avd. Disco~m are subject to terms ~d a~ab~ty.
p~ased at least 60 days ~ advice of ~avd date. Use Use Mee~g ~ No. S9096.
Mee~ ID No. 50~P.
~;ance~ations and Re.rids...
T~fion is ~y readable ff wfi~en cmc~afion is rec~ved on or before May 1, 2002. Cmce~adons rece~d ~ wring ~ May 1, 2002 but
prior to J~e 7, 2002 ~e subject m a fee of $50. F~ payment is req~ed ff c~ce~adon is recd~d on or a~er J~e 7, 2002 - no re~ds ~d rLO
cre~ for ~e e~nB ~ be grmted. How~r, substitutions may be made at my ~e.
SDI rese~es ~e ~t m m~e ~es h pmgms ~d spe~s, or to c~cel pro,ms when con~fions beyond i~ conmol pr~. Eve~ effort ~1
be made m con,ct ea~ ~o~ee ff a pro~ h c~c~ed. If a pro~ h not held, SDI's hab~ is ~ted to ~e re~d of ~e pro~ fee
ENROL, LMENT FCRM
FAX: 760-643-1761 * PHONE: 800-457-0237 or 760-643-1760
PO Box 769 * Bonsall, CA 92003-0769
Name: Title:
Agency:
For Official
MMlin.g Address: Use Only
City: State: Zip: ~
Phone: Fax: ~
E-mail: Website:
Guest Name: .~
(A) $295 GASB 34 Workshop ~
03) $295 Board Meeting Management Workshop
(C) $565 Special District Finance Seminar (Two Days) ~
(D) $765 Seminar + Workshop ($95 savings) ~
Select One: __ GASB 34 or __ Board Meeting Management
0g) $965 Seminar + both Workshops ($190 savings) ~
(F) $119 Order Handbook Only - GASB 34 Workshop
(G $119 Order Handbook Only - Board Meeting Management Workshop
(I--I) $199 Order Handbook Only - Special District Finance Seminar .~
(Handbooks ~dll be shCped the week after the event) ~
(I) $ 50 Guest Meal Package for Workshop
(J) $100 Guest Meal Package for Seminar z
· 10% Discomat for attendance for 3 or more from same District
· $25.00 Early registration discount (must receive payment by 5/15/02)
Sub Total of Registration $ Special Needs: ~
Subtract 10% Discount for 3 or more $ Of app~cablefl 121 Wheelchair Access
Subtract $25.00 Early Registration $. . (if app~cabk) O Visually Impaired
Certification Fee ($35.00) $ (if apph'cable) 0 Hearing Impaired ~o~
[~ Vegetarian Meals ~
Total Registration Fee $ rl Other
METHOD OF PAYMENT: Payable to Special District Institute ~
U! Check Enclosed for $ ~
~ Please Invoice PO# ~-
[] Charge: [] Visa [~ M/C Card # +
(1Gnurnbers 4- 3 ntwnbers Hsted in the signature area on back o£ credit card)
Signature. Expiration Date:
-Po Bok ~69: ' ' ·
~Bonsal~ CJk 92003-0769 HI-ISBO
PO BOX 3,127 0.tkl]03~
II,h,.hh hdmlh,lh,~lh,l ,il.hlh,,h,hlh.hlh,I