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HomeMy WebLinkAbout2025.05.15 District Board Agenda Packet 50VTH TAHOF Se tet, AEI M'er 1950 ' 44a 6��c t1TILITY SOUTH TAHOE PUBLIC UTILITY DISTRICT AMENDED REGULAR BOARD MEETING AGENDA Thursday, May 15, 2025 - 2:00 p.m. District Board Room 1275 Meadow Crest Drive, South Lake Tahoe, California TELECONFERENCE LOCATION: 350 Calle Principal, Marriott Business Center, Monterey, California 93940 Joel Henderson, Director BOARD MEMBERS Kelly Sheehan, Director Nick Haven, Vice President Shane Romsos, President Nick Exline, Director Paul Hughes, General Manager Andrea Salazar, Chief Financial Officer 1. CALL TO ORDER REGULAR MEETING - PLEDGE OF ALLEGIANCE(At this time, please silence phones and other electronic devices so as not to disrupt the business of the meeting.) 2. COMMENTS FROM THE PUBLIC (This is an opportunity for members of the public to address the Board on any short non-agenda items that are within the subject matter jurisdiction of the District. No discussion or action can be taken on matters not listed on the agenda, per the Brown Act. Each member of the public who wishes to comment shall be allotted five minutes.) 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR (For purposes of the Brown Act, all Action and Consent items listed give a brief description of each item of business to be transacted or discussed. Recommendations of the staff, as shown, do not prevent the Board from taking other action.) 4. ADOPTION OF CONSENT CALENDAR (Any item can be removed to be discussed and considered separately upon request. Comments and questions from members of the public, staff or Board can be taken when the comment does not necessitate separate action.) 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION 6. ITEMS FOR BOARD ACTION a. Fiscal Year 2025/26 Water and Sewer Service Charge Rates (Andrea Salazar, Chief Financia Officer) Approve Resolution No. 3308-25 confirming the water and sewer service charge rate increases of 9.5% and 9.5% for Fiscal Year 2025/26. b. Fiscal Year 2025/26 Water Enterprise Fund Budget (Andrea Salazar, Chief Financial Officer) Adopt Resolution 3309-25 for the Fiscal Year 2025/26 Water Enterprise Fund Budget and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. REGULAR BOARD MEETING AGENDA-May 15, 2025 PAGE-2 C. Fiscal Year 2025/26 Sewer Enterprise Fund Budget (Andrea Salazar, Chief Financial Officer) Adopt Resolution 3310-25 for the Fiscal Year 2025/26 Sewer Enterprise Fund Budget and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. d. 2025 Test Well Project (Mark Seelos, Water Resources Manager) Reauthorize staff to advertise for construction bids for the test well drilling and installation component of the 2025 Test Well Project e. Al Tahoe/Bayview Well Backup Power (Mark Seelos, Water Resources Manager) 1) Approve exemption from formal competitive solicitation based on the District's Purchasing Policy exemption when using competitively awarded cooperative agreements that leverage the State's buying power; and 2) Authorize the General Manager to execute a purchase order with Empire Cat under Sourcewell Contract Number 092222-CAT in the amount of $379,344 for the purchase of a Cat XQ570 Mobile Generator Set to be provided for the Al Tahoe/Bayview Well Backup Power Project. f. Bijou 1 Waterline Replacement Project (Laura Hendrickson,Associate Engineer) 1) Waive minor irregularities identified in the bid from the lowest responsive, responsible bidder; 2) Award the Contract for the Bijou 1 Waterline Replacement Project to the lowest responsive, responsible bidder; and 3) Authorize the General Manager to enter into a Reimbursement Agreement with the City of South Lake Tahoe to provide road repairs related to the Bijou 1 Waterline Replacement Project in an amount not to exceed $662,500. g. City of South Lake Tahoe Reimbursement Agreement (Chris Stanley, Manager of Field Operations) Approve Reimbursement Agreement with the City of South Lake Tahoe for work performed on District facilities related to the City's 2025 Road Rehabilitation Project in an amount not to exceed $137,250. 7. STANDING AND AD-HOC COMMITTEES AND LIAISON REPORTS (Discussions may take place; however, no action will be taken.) 8. BOARD MEMBER REPORTS (Discussions may take place; however, no action will be taken.) 9. STAFF/ATTORNEY REPORTS (Discussions may take place; however, no action will be taken.) 10. GENERAL MANAGER REPORT (Discussion may take place; however, no action will be taken.) 11 . NOTICE OF PAST AND FUTURE MEETINGS/EVENTS Past Meetings/Events 05/01/2025—2:00 p.m. Regular Board Meeting at the District 05/06/2025—3:30 p.m. Operations Committee Meeting at the District 05/09/2025— 10:00 a.m. El Dorado Water Agency Meeting in Placerville Future Meetings/Events 05/21/2025—8:00 a.m. Employee Communications Committee Meeting (Henderson Representing) 05/26/2025—Memorial Day Holiday District Offices Closed 06/05/2025 - 2:00 p.m. Regular Board Meeting at the District REGULAR BOARD MEETING AGENDA-May 15, 2025 PAGE-3 12. ITEMS FOR CLOSED SESSION (The Board will adjourn to Closed Session to discuss items identified below. Closed Session is not open to the public; however, an opportunity will be provided at this time if members of the public would like to comment on any item listed-three minute limit.) a. Pursuant to Section 54956.9(d)(1) of the California Government code, Closed Session may be held for conference with legal counsel regarding existing litigation: Yolo County Superior Court Case CV 2021-1686, Alpine County vs. South Tahoe Public Utility District; et al. ADJOURNMENT (The next Regular Board Meeting is Thursday, June 5,2025, at 2:00 p.m.) The South Tahoe Public Utility District Board of Directors regularly meets the first and third Thursday of each month.A complete Agenda packet is available for review at the meeting and at the District office during the hours of 8:00 a.m.and 5:00 p.m.,Monday through Friday. A recording of the meeting is retained for 30 days after Minutes of the meeting have been approved.Items on the Agenda are numbered for identification purposes only and will not necessarily be considered in the order in which they appear.Designated times are for particular items only.Public Hearings will not be called to order prior to the time specified,but may occur slightly later than the specified time. Public participation is encouraged.Public comments on items appearing on the Agenda will be taken at the same time the Agenda items are heard;comments should be brief and directed to the specifics of the item being considered.Please provide the Clerk of the Board with a copy of all written materials presented at the meeting.Comments on items not on the Agenda can be heard during"Comments from the Audience;"however,action cannot be taken on items not on the Agenda. Backup materials relating to an open session item on this Agenda,which are not included with the Board packet,will be made available for public inspection at the same time they are distributed or made available to the Board,and can be viewed at the District office,at the Board meeting and upon request to the Clerk of the Board. The meeting location is accessible to people with disabilities.Every reasonable effort will be made to accommodate participation of the disabled in all of the District's public meetings.If particular accommodations are needed,please contact the Clerk of the Board at(530) 544-6474,extension 6203.All inquiries must be made at least 48 hours in advance of the meeting. REGULAR BOARD MEETING AGENDA-May 15, 2025 PAGE -4 50uT H rA HOF AGe _ e `,C r 1 9 5 o UTILITY D SOUTH TAHOE PUBLIC UTILITY DISTRICT CONSENT CALENDAR Thursday, May 15, 2025 ITEMS FOR CONSENT a. 2025 GARDNER MOUNTAIN TANKS RECOATING PROJECT-AAMP COATING INSPECTIONS (Taylor Jaime,Staff Engineer) 1) Approve the proposed Scope of Work from Construction Materials Engineers, Inc. to provide specialty AMPP-certified Coating Inspection services for the 2025 Gardner Mountain Tanks Recoating Project and warranty inspection of previously coated water storage tanks Flagpole 2 and Iroquois 2; and 2) Authorize the General Manager to execute Task Order No. 25 in the amount of $61,705. b. STANDARDIZATION OF ELECTRICAL INSTRUMENTATION (Mark Seelos, Water Resources Manager and Jared Aschenbach, Electrical and Instrumentation Supervisor) 1) Designate Schweitzer Engineering Laboratories as the District's sole brand for power quality meters; 2) Designate Keller Pressure as the District's sole brand for submersible level transmitters used in water supply wells; and 3) Designate the Watlow F4T as the District's sole brand and model of process controller used for pressure control in water supply wells. c. RECEIVE AND FILE PAYMENT OF CLAIMS (Greg Dupree, Accounting Manager) Receive and file Payment of Claims in the amount of $1,715,561 .35. d. REGULAR BOARD MEETING MINUTES: May 1, 2025 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approve May 1, 2025, Minutes General Manager Paul Hughes Directors NICK Haven South an eRomsos Joel Henderson Kelly Sheehan public Utility D15trict NICKExline 1275 Meadow Crest Drive•5outh Lake Tahoe•CA 9(0-150-74C1 Phone 530 544-6474•Fax 530 541-0614•www.stpud.uF, BOARD AGENDA ITEM 4a TO: Board of Directors FROM: Taylor Jaime, Staff Engineer MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: 2025 Gardner Mountain Tanks Recoating Project-AMPP Coating Inspections REQUESTED BOARD ACTION: 1) Approve the proposed Scope of Work from Construction Materials Engineers, Inc. to provide specialty AMPP-certified Coating Inspection services for the 2025 Gardner Mountain Tanks Recoating Project and warranty inspection of previously coated water storage tanks Flagpole 2 and Iroquois 2; and 2) Authorize the General Manager to execute Task Order No. 25 in the amount of $61,705. DISCUSSION: On March 6, 2025, the Board authorized staff to advertise for bids for the 2025 Gardner Mountain Tanks Recoating Project. District staff expect to make a recommendation to the Board for Award of this project at the June 5, 2025 Board meeting. The District requires special coating inspection services for this project by an AMPP-certified Coating Inspector to ensure the following: • Surface preparation meets contract specifications and industry standards; • High-performance coatings are applied as per the manufacturer's recommendations and to meet contract specifications and industry standards; • Previously applied coatings on past water storage tanks pass warranty inspection Under Task Order No. 25, Construction Materials Engineers, Inc. (CME) will provide an AMPP-certified Coating Inspector, for the 2025 Gardner Mountain Tanks Recoating Project, to observe the mixing, surface preparation, application of the coating systems, and final required testing for each of the tanks under contract. CME will provide daily inspection reports documenting the work performed by the Coating Contractor. The two tanks included in the project are: Gardner Mountain 1 and Gardner Mountain 2. Additionally, under Task Order No. 25, CME will provide warranty inspections of two previously coated water storage tanks, Flagpole 2 and Iroquois 2, to ensure that the Taylor Jaime Page 2 May 16,2024 previously applied coating system is free of defects covered under the warranty period of the associated project contract. The work will be performed by CME under Task Order No. 25 under the current Master Services Agreement for Consulting Services. SCHEDULE: May 2025 - October 2025 COSTS: $61,705 ACCOUNT NO: 20.30.8679 (Gardner Mountain 1); 20.30.8484 (Gardner Mountain 2); 20.26.6054 (Water and Sewer Field Operations O&M) BUDGETED AMOUNT AVAILABLE: $439,966 (GM 1&2 - FY 25/26); Additional $15,000 (Water and Sewer Field Operations O&M) ATTACHMENTS: CME 2025 AMPP Coating Inspection Proposal CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO Aq CHIEF FINANCIAL OFFICER: YES 7 NO CONSTRUCTION MATERIALS ENGINEERS, INC. 300 Sierra Manor Drive, Suite 1 Reno, NV 89511 April 16, 2025 Revised May 6, 2025 Mr. Taylor Jaime, EIT SOUTH TAHOE PUBLIC UTILITY DISTRICT 1275 Meadow Crest Drive South Lake Tahoe, CA 96150 RE: AMPP (NACE) Coatings Inspection and General Inspection Services Proposal 2025 Gardner Mountain Tanks Recoating &Additional Warranty Inspections on Existing Tanks South Lake Tahoe, California Dear Mr. Jaime: Construction Materials Engineers, Inc. (CME) is pleased to submit the following proposal to provide professional services for AMPP (NACE) Coatings Inspection and General Inspection services for the 2025 Gardner Mountain Tanks Recoating Project, as well as additional warranty inspections for two previously coated tanks. 1.0 PROJECT DESCRIPTION We understand that the project will include improvements of the two Gardner Mountain Tanks, both at 38 feet in diameter and 0.212 MG in capacity. The improvements on tank #1 will include complete removal of existing coating and recoating of the interior with an NSF 61/UL Water-approved lining system, as well as coating spot repairs on the tank exterior. Additionally, tank#2 will require coating spot repairs on the reservoir interior with an NSF 61/UL Water-approved lining system, with a complete removal of existing coating and recoating of the tank exterior roof and knuckle and spot repairs on the exterior shell.As requested by STPUD personnel,warranty inspections for two additional, previously coated tanks will be required this year in May or June and have been added to this proposal. The project schedule for the Gardner Mountain Tanks project is not determined at this time; however, we anticipate 10 total weeks to complete the project. 2.0 SCOPE OF WORK An itemized list of the specific activities included within this Task is attached as part of our itemized estimated cost. At a minimum,the following inspection services will be provided as detailed in the following four subtasks: 2.1 PROJECT MANAGEMENT Provide construction project management on an as needed basis for 3 hours per week for 10 weeks. • Provide construction observation services oversight during construction • Review and submit inspector field reports • Review and provide recommendations of coating observations 2.2 MEETINGS • Attend Pre-Construction Meeting • Attend Bi-Weekly Progress Meetings office 775-851-8205 fax 775-851-8593 www.cmenv.com Mr. Taylor Jaime, EIT SOUTH TAHOE PUBLIC UTILITY DISTRICT 2025 Gardner Mountain Tanks Recoating Project&Additional Warranty Inspections on Existing Tanks April 16, 2025 Revised May 6, 2025 Page 2 of 3 2.3 AMPP (NACE) INSPECTION AND GENERAL INSPECTION SERVICES Provide the following inspection services: • Monitor the overall work performed by the Contractor and verify that the work is in accordance with the plans and specifications • Observation of Contractors compliance with the Contract Documents • Provide AMPP (NACE) inspections during completion of cleaning and surface preparation activities, completion of each coating application (including mil thickness testing), observation of Holiday testing of final surface coating and completion of any recoats after Holiday or mil- thickness testing • Provide inspections per part 3 (Execution)of sections 09 97 13.13 (Interior Coating for Welded Steel Reservoir) and 09 97 13.23 (Exterior Coating for Welded Steel Reservoir) in the project specifications for hold points for environmental and site conditions, pre-surface preparation and cleanliness, monitoring of surface preparation, final inspection of surface preparation, coating applications, post application, post cure evaluation and final inspection • Provide quality assurance inspection per part 3 (Execution)of sections 09 97 13.13 and 09 97 13.23 of the project specifications. Inspection will include finding degrees of cleanliness, recording substrate profile, recording of environmental conditions, verify correct mixing of coating materials, perform adhesion testing (if required), record thickness of applied coatings, observe holiday testing, marking of holidays and performing a final inspection. • Monitor contractors quality control checks for holidays and dry film thicknesses • Provide general inspection while on-site to aid the District in information collection and reporting. General inspection will include recording contractor staff present on-site, providing periodic daily weather updates, reporting and documentation of contractor activities, the completion of daily field logs with the use of the District's Procore Project Management software, and additional services requested by the District as needed. • Daily Field Reports including photo documentation • Review approved submittals and verify compliance in the field • Assist with development of final project punch list • Perform 11 month warranty inspection and any repair inspections per part 1.07 of sections 09 97 13.13 and 09 97 13.23 of the project specifications 2.4 WARRANTY INSPECTIONS FOR ADDITIONAL EXISTING TANKS Provide the following inspection services: • Perform 11 month warranty inspection and repair inspections on two additional tanks • Daily Field Reports including photo documentation • Brief report summarizing site observations 3.0 ESTIMATED FEES Based on our understanding of the project and our assumed construction schedule of 10 weeks, we will provide our AMPP (NACE) Coatings Inspection and Inspection Services, as outlined above, on a time and materials basis not to exceed the estimated total task fees of$61,705.00. Mr. Taylor Jaime, EIT SOUTH TAHOE PUBLIC UTILITY DISTRICT 2025 Gardner Mountain Tanks Recoating Project&Additional Warranty Inspections on Existing Tanks April 16, 2025 Revised May 6, 2025 Page 3 of 3 Our services are dependent on our assumed construction schedule and the provided scope of work. Any changes to the mentioned scope and provided project schedule may result in a change in cost. All services outside the mentioned scope including retests will be provided on a time and materials basis in accordance with our current standard fee schedule. According to California Travel and Subsistence Provisions for Building/Construction Inspectors (ID #63-3- 9), travel in excess of 50 miles from our South Reno office will require compensation at straight-time rates to our inspector. The project site is approximately 58 miles from our South Reno office. 3.1 SUMMARY OF FEES Table 1 below contains a rolled up summary of the estimated fees for all tasks. Table 1: Summary of Estimated Fees Task Estimated Fees Per Task Task 1 — Project Management $5,600.00 Task 2— Meetings (if required) $2,925.00 Task 3—AMPP (NACE) Coating Inspection and General Inspection Services $49,390.00 Task 4—Warranty Inspections for Additional Existing Tanks $3,790.00 Total Estimated Fees: $61,705.00 We thank you for the opportunity to submit this proposal and look forward to its favorable consideration. If you have any questions, please contact us. Sincerely, CONSTRUCTION MATERIALS ENGINEERS, INC. Ik �04OYh'a4— Jordan M. Miller, El Jon A. Del Santo, PE Assistant Project Manager Principal 0miller(a)-cmenv.com ]delsanto(cDcmenv.com Direct: 775-737-7563 Direct: 775-737-7564 Mobile: 530-917-6612 Mobile: 775-846-4399 JMM:JAD:jmm V:\Projects\Minor Proposals\2025\STPUD-2025 Gardner Mtn Tanks Recoating\STPUD_2025 Gardner Mtn Tanks Recoating_CME Proposal.docx CME, INC. 775-846-4399 STPUD 2025 GARDNER MOUNTAIN TANKS RECOATING PROJECT NACE COATINGS&GENERAL INSPECTION SERVICES NEAR GARDNER STREET,SOUTH LAKE TAHOE, CA SOUTH TAHOE PUBLIC UTILITY DISTRICT DATE: 4/16/2025 REVISED 5/6/2025 ACTIVITY QTY/DAYS HRS/DAY RATE TOTAL COMMENTS TASK 1 -PROJECT MANAGEMENT 10 WEEKS PROFESS.ENGINEER/SENIOR PROJECT MANAGER 1 10 1 2 1 $ 215.00 $ 4,300.00 1 10 WEEKS CONSTRUCTION PROJECT MANAGER ASSISTANT 10 1 $ 130.00 $ 1,300.00 10 WEEKS CONSTRUCTION $ 5,600.00 TASK 2-MEETINGS INCLUDES PRE-CON NACE/GENERAL INSPECTOR-REGULAR 5 3 $ 180.00 $ 2,700.00 BI-WEEKLY(IF REQUIRED) VEHICLE 15 1 1 $ 15.00 1 $ 225.00 $ 2,925.00 TASK 3-NACE INSPECTION AND GENERAL INSPECTION FIELD NACE/GENERAL INSPECTOR-REGULAR 8 8 $ 180.00 $ 11,520.00 TANK#1 INT-FULL RECOAT NACE/GENERAL INSPECTOR-OT 8 1 $ 220.00 $ 1,760.00 OVERTIME-IF NEEDED NACE/GENERAL INSPECTOR-REGULAR 4 8 $ 180.00 $ 5,760.00 TANK#1 EXT-SPOT REPAIRS NACE/GENERAL INSPECTOR-OT 4 1 $ 220.00 $ 880.00 OVERTIME-IF NEEDED NACE/GENERAL INSPECTOR-REGULAR 4 8 $ 180.00 $ 5,760.00 TANK#2 INT-SPOT REPAIRS NACE/GENERAL INSPECTOR-OT 4 1 $ 220.00 $ 880.00 OVERTIME-IF NEEDED NACE/GENERAL INSPECTOR-REGULAR 6 8 $ 180.00 $ 8,640.00 TANK#2 EXT-ROOF RECOAT/SPOT REPAIRS NACE/GENERAL INSPECTOR-OT 6 1 $ 220.00 $ 1,320.00 OVERTIME-IF NEEDED GENERAL INSPECTOR-REGULAR 4 8 $ 180.00 $ 5,760.00 MISC.CALLOUT GENERAL INSPECTIONS GENERAL INSPECTOR-OT 4 1 $ 220.00 $ 880.00 OVERTIME-IF NEEDED NACE INSPECTOR-REGULAR 2 8 $ 155.00 $ 2,480.00 11 MONTH WARRANTY-INSPECT/REPAIRS VEHICLE 250 $ 15.00 $ 3,750.00 $ 49,390.00 TASK 4-WARRANTY INSPECTIONS FOR ADDITIONAL EXISTING TANKS FIELD NACE INSPECTOR-REGULAR 2 6 $ 155.00 $ 1,860.00 11 MONTH WARRANTY-INITIAL INSPECTION NACE INSPECTOR-REGULAR 2 4 $ 155.00 $ 1,240.00 11 MONTH WARRANTY-REPAIR INSPECTION PROJECT MANAGER ASSISTANT 1 3 $ 130.00 $ 390.00 WARRANTY SUMMARY REPORT VEHICLE 20 $ 15.00 $ 300.00 $ 3,790.00 1. BASED ON CME PAYING CA PREVAILING WAGE RATES FOR GROUP 4 AT$79.06/HR(NACE ONLY-WARRANTY)&GROUP 2 AT$92.24/HR 2. FULL-TIME INSPECTION ASSUMED WHEN NACE REQUIRED;PREVAILING WAGE RATE TRAVEL RULES WILL APPLY TO THE INSPECTOR 3. CONTRACTOR IS REQUIRED TO FURNISH&PERFORM HOLIDAY DETECTION TESTING EQUIPMENT&DRY-FILM THICKNESS GAUGE 4. CME HAS HOLIDAY DETECTION TESTING EQUIPMENT IF NEEDED TO SPOT CHECK CONTRACTORS EQUIPMENT&PROCESS 5. CME WILL PROVIDE A NACE CERTIFIED INSPECTOR&WILL UTILIZE A DRY-FILM THICKNESS GAUGE FOR SPOT CHECKS 6. CONFINED SPACE TRAINING&A SECOND PERSON WILL BE PROVIDED BY THE CONTRACTOR TO OUR ON-SITE INSPECTOR 7. GENERAL INSPECTION WILL BE PROVIDED WHILE THE NACE INSPECTOR IS ON-SITE 8. GENERAL INSPECTION INCLUDES RECORDING&REPORTING OF INFORMATION TYPICALLY CAPTURED BY THE DISTRICT'S INSPECTOR 9. SCAFFOLDING AND EQUIPMENT FOR ACCESS REQUIRED FOR TASK 4 WILL BE PROVIDED BY THE CONTRACTOR ESTIMATED TOTAL FEE: $61,705.00 General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 4b TO: Board of Directors FROM: Mark Seelos, Water Resources Manager Jared Aschenbach, Electrical and Instrumentation Supervisor MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Standardization of Electrical Instrumentation REQUESTED BOARD ACTION: (1) Designate Schweitzer Engineering Laboratories as the District's sole brand for power quality meters; (2) Designate Keller Pressure as the District's sole brand for submersible level transmitters used in water supply wells; and (3) Designate the Watlow F4T as the District's sole brand and model of process controller used for pressure control in water supply wells. DISCUSSION: Subdivision (c) of Public Contract Code Section 3400 permits the District to specify brand-name products when necessary for operational consistency across facilities. In alignment with this provision, the District's Purchasing Policy includes a formal process for standardizing equipment and materials. Standardizing electrical instrumentation supports efficient operations by promoting staff familiarity, streamlining training, minimizing spare parts inventory, enhancing diagnostic accuracy, and ensuring seamless integration with existing systems. To support these goals, the District is seeking authorization to standardize the following equipment: • Schweitzer Engineering Laboratories as the District's sole brand for power quality meters, • Keller Pressure as the District's sole brand for submersible level transmitters used in water supply wells, and • Watlow F4T as the District's sole brand and model of process controller used for pressure control in water supply wells. Mark Seelos May 15,2025 Page 2 SCHEDULE: Upon Board Approval COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): ❑ Yes ❑ No ® N/A ATTACHMENTS: (1) Schweitzer Engineering Labs Sole Brand Justification Form, (2) Keller Pressure Sole Brand Justification Form, (3) Watlow Sole Brand Justification Form CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES Ir NO CHIEF FINANCIAL OFFICER: YES NO k� t L ft't' �_ I SOUTH TAHOE PUBLIC UTILITY DISTRICT Note: Please do not modify this original form which is located in the public drive. Either print it out or copy the form to a personal work file to use. Answer questions and utilize as much space as required. Sole Brand / Sole Source Justification Approval Form EXPLANATION: Complete this form when specifications limit bidding to one brand name (whether or not the item can be purchased from more than one source). 1. The District follows legal requirements to obtain competition whenever possible. Competitive purchases are easy to justify in regards to price and also encourage suppliers to remain competitive in price and service.At times however, it may be necessary or economically preferable to purchase products or services on a sole brand or sole source basis. Since sole brand/sole source purchasing is an exception to the normal procurement function, it must be objectively justified. Completion of this form should facilitate that process and provide a written record of the basis used in sole procurement decisions. 2. Criteria that may be considered in determining sole brand includes (but is not limited to): -unique features •service & support reliability -availability -operational familiarity *part interchangeability •programming ease ■repair ease -size limitations 3. The purchase of products or services often requires research of the market and District needs regardless if the purchase will result in a competitive solicitation later.The research is an internal process. Departments are requested to use discretion in their discussion with vendors so as not to compromise any competitive advantage the buyer may have, regardless of the acceptance or rejection of the sole brand/source justification. Staff is also asked to anticipate future needs and research products/services prior to any substantial investment to avoid being committed to certain products without recognizing and comparing all variables. GENERAL DESCRIPTION OF COMMODITY or SERVICE J C'� oel, EnI3r1H�Q{� V7 • 3 7 Supplier Name Not- Street Address City/State/ZIP Contact, Phone INSTRUCTIONS: Please initial all entries below that apply to the proposed purchase. Attach additional information or support documentation if needed. More than one entry will apply to all sole source justifications. SOLE BRAND JUSTIFICATION ITEM INITIAL JUSTIFICATION 1 This is the only known product or service that will meet the minimum essential needs of this department or perform the necessary intended function. (if this item is initialed, please explain below.) *Explanation (unique performance features of required functions&why they are necessary): -What methods were utilized to find r-so urces—be specific(i.e., Internet search engines, sourcing sites, other users, the competition): +List the other vendors.that were researched. Detail reason rejected. 1 ITEM INITIAL JUSTIFICATION 2 Product or service has been previously Standardized (documentation attached). It is not due for review, and it is not interchangeable with a similar product/service from another manufacturer. Comments: ITEM INITIAL JUSTIFICATION 3 MS Staff wishes to ad the product or service to the standardization list. If this item is initialed, describe 1 in detail below. Explanation: Eh cu,-ed opp-A0+ —.a �+ . I:��+> a h d 6Q•, �.s zy fa,r4 Lo �ke-- �1� SOLE SOURCE JUSTIFICATION ITEM INITIAL JUSTIFICATION 4 Purchase is to be made from the original manufacturer or provider. 5 Purchase must be made through the manufacturer-the manufacturer is the exclusive distributor 6 Purchase must be made through the only area distributor of the product or only authorized service provider. 7 None of the above 6 items apply. A detailed justification for this sole source purchase is provided below Suggested REVIEW date: ?•Q 3 Based on the above, I recommend that competitive procurement be limited,and that the product or service indicated be solicited on a sole brand basis. Based on the above, I recommend that competitive procurement be waived, and that the product or service indicated be purchased on a sole brand and sole source basis. I have made a diligent effort to review comparable products or services. I feel confident that the sole brand/sole source purchase is justified and feel confident in explaining the justification to the general public. I also understand that I may be required to provide a detailed cost analysis/estimate since price reasonableness may not be established through the competitive process. EMPLOYEE NAME& DEPARTMENT AUGHO IZED SIGNATURE DATE l�AilC fe-edo , MANAGER NAME AUTHORIZED SIGNATURE DATE Based on the above statements and justification, I hereby agree with the purchase of this product or service on a sole brand/source basis. PURCHASING AGENT SIGNATURE DATE !— 5 7 �� Other approvals may be require p to and includingtoard of Director approval. Gener&hY4r .5 naoEvAt 40 2 SOUTH TAHOE PUBLIC UTILITY DISTRICT Note: Please do not modify this original form which is located in the public drive. Either print it out or copy the form to a personal work file to use. Answer questions and utilize as much space as required. Sole Brand Sole Source Justification Approval Form EXPLANATION: Complete this form when specifications limit bidding to one brand name (whether or not the item can be purchased from more than one source). 1. The District follows legal requirements to obtain competition whenever possible. Competitive purchases are easy to justify in regards to price and also encourage suppliers to remain competitive in price and service.At times however, it may be necessary or economically preferable to purchase products or services on a sole brand or sole source basis. Since sole brand/sole source purchasing is an exception to the normal procurement function, it must be objectively justified. Completion of this form should facilitate that process and provide a written record of the basis used in sole procurement decisions. 2. Criteria that may be considered in determining sole brand includes(but is not limited to): unique features -service & support reliability -availability -operational familiarity part interchangeability programming ease -repair ease -size limitations 3. The purchase of products or services often requires research of the market and District needs regardless if the purchase will result in a competitive solicitation later.The research is an internal process. Departments are requested to use discretion in their discussion with vendors so as not to compromise any competitive advantage the buyer may have, regardless of the acceptance or rejection of the sole brand/source justification.Staff is also asked to anticipate future needs and research products/services prior to any substantial investment to avoid being committed to certain products without recognizing and comparing all variables. GENERAL DESCRIPTION OF COMMODITY or SERVICE Supplier Name No t Street Address City/State/ZIP Contact, Phone INSTRUCTIONS: Please initial all entries below that apply to the proposed purchase. Attach additional information or support documentation if needed. More than one entry will apply to all sole source justifications. SOLE BRAND JUSTIFICATION ITEM INITIAL JUSTIFICATION 1 This is the only known product or service that will meet the minimum essential needs of this department or perform the necessary intended function. {If this item is initialed,please explain below.) • _ ar# ■Explanation (unique performance features of required functions&why they are necessary): a ■What methods were utilized to finA ex sources—be specific(i.e., internet search engines, sourcing sites, other users,the competition): ■List the other vendors that were researched. Detail reason rejected. 1 ITEM INITIAL JUSTIFICATION Product or service has been previously Standardized (documentation attached). It is not due for 2 review, and it is not interchangeable with a similar product/service from another manufacturer. Comments: ITEM INITIAL JUSTIFICATION 3 Staff wishes to ad the product or service to the standardization list. If this item is initialed, describe in detail below. Explanation: ppe,--r,r?*o e-.n.:(;gr,ty ak IV , p SOLE SOURCE JUSTIFICATION ITEM INITIAL JUSTIFICATION 4 Purchase is to be made from the original manufacturer or provider. 5 Purchase must be made through the manufacturer-the manufacturer is the exclusive distributor 6 Purchase must be made through the only area distributor of the product or only authorized service L7 _ provider. _ None of the above 6 items apply. A detailed justification for this sole source purchase is provided below Suggested REVIEW date: Based on the above, I recommend that competitive procurement be limited,and that the product or service indicated be solicited on a sole brand basis. lBased on the above, I recommend that competitive procurement be waived,and that the product or service inclicated be purchased on a sole brand and sole source basis. I have made a diligent effort to review comparable products or services. I feel confident that the sole brand/sole source purchase is justified and feel confident in explaining the justification to the general public. I also understand that I may be required to provide a detailed cost analysis/estimate since price reasonableness may not be established through the competitive process. EMPLOYEE NAME&DEPARTMENT AUGHORIZED SIGNATURE DATE A. y d a-, r,-1-7 Z r MANAGER NAME AUTH6K1ZED SIGNATURE DATE Based on the above statements and justification, I hereby agree with the purchase of this product or service on a sole brand/source basis. PURCHASING AGENT SI NATURE DATE Other appro a s may be req d up to and incluf jng Board of Director approval. F1c.�c uv�Qene ra My 2 �- �- 3 SOUTH TAHOE PUBLIC UTILITY DISTRICT Note: Please do not modify this original form which is located in the public drive. Either print it out or copy the form to a personal work file to use. Answer questions and utilize as much space as required. Sole Brand Sole Source Justification Approval Form EXPLANATION: Complete this form when specifications limit bidding to one brand name (whether or not the item can be purchased from more than one source). 1. The District follows legal requirements to obtain competition whenever possible. Competitive purchases are easy to justify in regards to price and also encourage suppliers to remain competitive in price and service.At times however, it may be necessary or economically preferable to purchase products or services on a sole brand or sole source basis. Since sole brand/sole source purchasing is an exception to the normal procurement function, it must be objectively justified. Completion of this form should facilitate that process and provide a written record of the basis used in sole procurement decisions. 2. Criteria that may be considered in determining sole brand includes (but is not limited to): -unique features -service & support reliability •availability •operational familiarity •part interchangeability programming ease •repair ease °size limitations 3. The purchase of products or services often requires research of the market and District needs regardless if the purchase will result in a competitive solicitation later.The research is an internal process. Departments are requested to use discretion in their discussion with vendors so as not to compromise any competitive advantage the buyer may have, regardless of the acceptance or rejection of the sole brand/source justification. Staff is also asked to anticipate future needs and research products/services prior to any substantial investment to avoid being committed to certain products without recognizing and comparing all variables. GENERAL DESCRIPTION OF COMMODITY or SERVICE Supplier Name Street Address City/State/ZIP Contact, Phone INSTRUCTIONS: Please initial all entries below that apply to the proposed purchase. Attach additional information or support documentation if needed. More than one entry will apply to all sole source justifications. SOLE BRAND JUSTIFICATION ITEM I INITIAL JUSTIFICATION 1 This is the only known product or service that will meet the minimum essential needs of this department or perform the necessary intended function. [If this item is initialed, please explain below.] ..'� ri.-.• ',; •Explanation (unique performance features of required functions&why they are necessary): ,*What methods were utilized tci.,fii d otfier'sources—be specific(i.e., internet search engines, sourcing sites, other users,the competition): ■List the other vendors that were researched. Detail reason rejected. 1 ITEM INITIAL JUSTIFICATION 2 Product or service has been previously Standardized (documentation attached). It is not due for review, and it is not interchangeable with a similar product/service from another manufacturer. Comments: ITEM INITIAL JUSTIFICATION 3 Staff wishes to ad the product or service to the standardization list. If this item is initialed, describe in detail below. Explanatiop: Y-)-,,'J;a.:�y �,.� oC Gfl�.�;� G� �r�-� aF-4 e-- SOLE SOURCE JUSTIFICATION ITEM INITIAL JUSTIFICATION 4 Purchase is to be made from the original manufacturer or provider. 5 Purchase must be made through the manufacturer-the manufacturer is the exclusive distributor 6 Purchase must be made through the only area distributor of the product or only authorized service provider. 7 None of the above 6 items apply. A detailed justification for this sole source purchase is provided below Suggeste REVIEW date: Based on the above, I recommend that competitive procurement be limited,and that the product or service indicated be solicited on a sole brand basis. Based on the above, I recommend that competitive procurement be waived, and that the product or service F—lindicated be purchased on a sole brand and sole source basis. I have made a diligent effort to review comparable products or services. I feel confident that the sole brand/sole source purchase is justified and feel confident in explaining the justification to the general public. I also understand that I may be required to provide a detailed cost analysis/estimate since price reasonableness may not be established through the competitive process. EMPLOYEE NAME&DEPARTMENT AUGHOR ED SIGNATURE DATE _MANAGER NAME AUTHORIZED SIGNATURE DATE Based on the above statements and justification, I hereby agree with the purchase of this product or service on a sole brand/source basis. PU RCHASI NP,AGENTSIGNATURE DATE Other appr vals may be requ d up o and incldcj g Board of Director approval. Clerical r- i��r�{hr re C�lr 2 PAYMENT OF CLAIMS FOR APPROVAL May 15, 2025 Payroll 4/29/25 671,885.21 Total Payroll 671,885.21 ADP & Insight eTools 627.40 AFLAC/WageWorks claims and fees 145.20 Ameritas - Insurance Payments 874.50 CA EDD UI pmt 7,009.01 Total Vendor EFT 8,656.11 Weekly Approved Check Batches Water Sewer Total Wednesday, April 30, 2025 586,409.25 448,002.24 1,034,411.49 Total Accounts Payable Checks 1,034,411.49 Utility Management Refunds 608.54 Total Utility Management Checks 608.54 Grand Total $1,715,561.35 Payroll EFTS & Checks 4/29/2025 EFT CA Employment Taxes &W/H 33,573.41 EFT Federal Employment Taxes &W/H 151,701.25 EFT CalPERS Contributions 103,624.98 EFT Empower Retirement-Deferred Comp 27,241.38 EFT CDHP Health Savings (HSA) 5,347.12 EFT Employee Direct Deposits 350,092.13 CHK Employee Garnishments 304.94 Total 671,885.21 8 To T abed Wd ££:bS:ZO SZOZ/LO/SO uo oauejd ell]Aq and NI snV SH00219-SL£OS aopuaA SO'680'T$ b saalonul Sle;ol£13N'lV:)/1'81V-0008b aopuaA 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a6ueld a1e0 IuauaAed " Sll iel:) jo juaLuAed 0Hb'1 � y00 11 TA Payment of Claims _ Payment Date Range 04/24/25 - 05/07/25 Report By Vendor - Invoice 1950 �� Summary Listing UTILITY D1 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 3121217-1 Clothes Washer Rebate Program Paid by EFT#3957 04/25/2025 04/30/2025 04/30/2025 05/01/2025 200.00 Vendor 50375-BROOKS AUSTIN Totals Invoices 1 $200.00 Vendor 50103-AZUL ELECTRIC SUPPLY LLC 008442 Buildings Paid by EFT#3958 04/18/2025 04/30/2025 04/30/2025 05/01/2025 34.55 008454 Buildings Paid by EFT#3958 04/21/2025 04/30/2025 04/30/2025 05/01/2025 358.14 008479 Buildings Paid by EFT#3958 04/22/2025 04/30/2025 04/30/2025 05/01/2025 59.26 Vendor 50103-AZUL ELECTRIC SUPPLY LLC Totals Invoices 3 $451.95 Vendor 49339-BASEFORM INC 04242025-312 Pipe-Covers &Manholes Paid by EFT#3959 04/24/2025 04/30/2025 04/30/2025 05/01/2025 2,430.00 04242025-313 Pipe-Covers &Manholes Paid by EFT#3959 04/24/2025 04/30/2025 04/30/2025 05/01/2025 2,584.87 Vendor 49339-BASEFORM INC Totals Invoices 2 $5,014.87 Vendor 49971-BRANDED SCREEN PRINTING 1313081 Pro-Shop Paid by EFT#3960 03/03/2025 04/30/2025 04/30/2025 05/01/2025 1,984.15 Vendor 49971-BRANDED SCREEN PRINTING Totals Invoices 1 $1,984.15 Vendor 48922-GARTH BUTZ ACI REIMB 2025 Dues-Memberships- Paid by EFT#3961 04/15/2025 04/30/2025 04/30/2025 05/01/2025 88.00 Certification Vendor 48922-GARTH BUTZ Totals Invoices 1 $88.00 Vendor 42328-CDW-G CORP AD7714H District Computer Supplies Paid by EFT#3962 04/22/2025 04/30/2025 04/30/2025 05/01/2025 750.55 Vendor 42328-CDW-G CORP Totals Invoices 1 $750.55 Vendor 48181-CONSTRUCTION MATERIALS ENG INC 17439 Filters 3,4 Rehab Paid by EFT#3963 03/06/2025 04/30/2025 04/30/2025 05/01/2025 5,825.00 Vendor 48181-CONSTRUCTION MATERIALS ENG INC Totals Invoices 1 $5,825.00 Vendor 42897-CWEA HANNIS APP 2025 Dues-Memberships- Paid by Check#114929 04/24/2025 04/30/2025 04/30/2025 05/01/2025 448.00 Certification Vendor 42897-CWEA Totals Invoices 1 $448.00 Vendor 48685-ECORP CONSULTING INC 106771 Gardner Mountain #2/4 Waterline Paid by EFT#3964 04/11/2025 04/30/2025 04/30/2025 05/01/2025 335.00 +Wildwood #3/5(+PRV) Waterline Vendor 48685-ECORP CONSULTING INC Totals Invoices 1 $335.00 Vendor 48562-EL DORADO COUNTY TAHOE ENGRG UNIT #15ELDORADOPI DWR PROP 1 IRWM INV#15 Paid by EFT#3965 04/23/2025 04/30/2025 04/30/2025 05/01/2025 512,526.60 Vendor 48562-ELDORADO COUNTY TAHOE ENGRG UNIT Totals Invoices 1 $512,526.60 Vendor 44263-ENS RESOURCES INC 3848 Public Relations Expense Paid by EFT#3966 04/12/2025 04/30/2025 04/30/2025 05/01/2025 500.00 Vendor 44263-ENS RESOURCES INC Totals Invoices 1 $500.00 Vendor 48312-ERS INDUSTRIAL SERVICES INC 24-05A Filters 3,4 Rehab Paid by EFT#3967 03/31/2025 04/30/2025 04/30/2025 05/01/2025 76,447.65 24-05AR Filters 3,4 Rehab Retainage Paid by EFT#3967 03/31/2025 04/30/2025 04/30/2025 05/01/2025 (3,822.38) Run by Erika Franco on 05/07/2025 02:54:33 PM Page 2 of 8 11 TA Payment of Claims _ Payment Date Range 04/24/25 - 05/07/25 Report By Vendor - Invoice 1950 �� Summary Listing UTILITY D1 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 48312-ERS INDUSTRIAL SERVICES INC Totals Invoices 2 $72,625.27 Vendor 47836-EVOQUA WATER TECHNOLOGIES LLC 906943340 Service Contracts Paid by EFT#3968 03/21/2025 04/30/2025 04/30/2025 05/01/2025 851.00 Vendor 47836-EVOQUA WATER TECHNOLOGIES LLC Totals Invoices 1 $851.00 Vendor 14890-FEDEX 8-827-77174 Postage Expenses Paid by EFT#3969 04/11/2025 04/30/2025 04/30/2025 05/01/2025 73.31 8-834-78052 Postage Expenses Paid by EFT#3969 04/18/2025 04/30/2025 04/30/2025 05/01/2025 53.20 8-841-98956 Postage Expenses Paid by EFT#3969 04/25/2025 04/30/2025 04/30/2025 05/01/2025 130.38 Vendor 14890-FEDEX Totals Invoices 3 $256.89 Vendor 48715-FLEETCREW-ANELLE MGMT SRV 60028 Contractual Services Paid by EFT#3970 04/09/2025 04/30/2025 04/30/2025 05/01/2025 175.00 Vendor 48715- FLEETCREW-ANELLE MGMT SRV Totals Invoices 1 $175.00 Vendor 48402-FLYERS ENERGY LLC 25-348211 Gasoline&Diesel Fuel Inventory Paid by EFT#3971 04/18/2025 04/30/2025 04/30/2025 05/01/2025 5,842.25 25-351532 Gasoline&Diesel Expense Paid by EFT#3971 04/23/2025 04/30/2025 04/30/2025 05/01/2025 1,250.10 25-351385 Gasoline Fuel Inventory Paid by EFT#3971 04/24/2025 04/30/2025 04/30/2025 05/01/2025 2,740.12 Vendor 48402-FLYERS ENERGY LLC Totals Invoices 3 $9,832.47 Vendor 15600-GRAINGER 9431396002 Shop Supplies Paid by EFT#3972 03/07/2025 04/30/2025 04/30/2025 05/01/2025 15.04 9459379864 Buildings Paid by EFT#3972 04/02/2025 04/30/2025 04/30/2025 05/01/2025 1,081.66 9465528397 Pump Stations Paid by EFT#3972 04/08/2025 04/30/2025 04/30/2025 05/01/2025 176.26 9468306254 Pump Stations Paid by EFT#3972 04/09/2025 04/30/2025 04/30/2025 05/01/2025 123.94 9468975108 Pump Stations Paid by EFT#3972 04/10/2025 04/30/2025 04/30/2025 05/01/2025 31.98 9481226679 Shop Supplies Paid by EFT#3972 04/22/2025 04/30/2025 04/30/2025 05/01/2025 (15.04) 9481226687 Shop Supplies Paid by EFT#3972 04/22/2025 04/30/2025 04/30/2025 05/01/2025 16.28 9481992296 Buildings Paid by EFT#3972 04/22/2025 04/30/2025 04/30/2025 05/01/2025 (1,081.66) 9482320349 Buildings Paid by EFT#3972 04/22/2025 04/30/2025 04/30/2025 05/01/2025 1,160.69 9482320356 Buildings Paid by EFT#3972 04/22/2025 04/30/2025 04/30/2025 05/01/2025 480.37 9487181100 Small Tools Paid by EFT#3972 04/25/2025 04/30/2025 04/30/2025 05/01/2025 831.77 Vendor 15600-GRAINGER Totals Invoices 11 $2,821.29 Vendor 48332-HDR ENGINEERING INC 1200689875 Contractual Services Paid by EFT#3973 01/20/2025 04/30/2025 04/30/2025 05/01/2025 1,874.00 1200714684 Contractual Services Paid by EFT#3973 04/18/2025 04/30/2025 04/30/2025 05/01/2025 9,342.70 Vendor 48332-HDR ENGINEERING INC Totals Invoices 2 $11,216.70 Vendor 44430-HIGH SIERRA BUSINESS SYSTEMS 145259 Service Contracts Paid by EFT#3974 04/01/2025 04/30/2025 04/30/2025 05/01/2025 712.65 Vendor 44430-HIGH SIERRA BUSINESS SYSTEMS Totals Invoices 1 $712.65 Vendor 48140-INTEGRITY LOCKSMITH i43494 Other Supplies Paid by EFT#3975 04/21/2025 04/30/2025 04/30/2025 05/01/2025 312.55 i43522 Shop Supplies Paid by EFT#3975 04/24/2025 04/30/2025 04/30/2025 05/01/2025 105.05 Vendor 48140-INTEGRITY LOCKSMITH Totals Invoices 2 $417.60 Vendor 40821-KENNEDY JENKS CONSULTANTS INC Run by Erika Franco on 05/07/2025 02:54:33 PM Page 3 of 8 8 Io b abed Wd EE:bS:ZO SZOZ/LO/SO uo ouuea3 ella3 Aq unb 00'ZL$ T saulonuI sle;ol 911391SO 3lAN-£bTOS aopuaA 007L SZOZ/TO/SO SZOZ/OE/b0 SZOZ/OE/b0 SZOZ/8Z/b0 686E#Jig Aq pled uolleunpg-S6ull9aW-laneal SZLTb 8WI321)I'dVd 911391SO TIAN-£bTOS aopuaA 8b'000'ET$ T saulonuI sle;01 all SV3I113WV 1133NOId NI-10-L09M, aopuaA 8b'000'ET SZOZ/TO/SO SZOZ/OE/b0 SZOZ/OE/b0 SZOZ/£Z/b0 886E#Jig Aq pled aI!aolgoodAH ZEEESS006 ill SV:)I113WV N33NOId NIIO-L09bb aopuaA OS'Z6L'6$ Z SaulonuI Slplol AIIIS31103 d0 AIa 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00, 0" r - 195o s��'�G� Summary Listing UTILITY D Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount Vendor 49820-PACIFIC OFFICE AUTOMATION 817641 Service Contracts Paid by EFT#3990 10/25/2024 04/30/2025 04/30/2025 05/01/2025 899.31 Vendor 49820-PACIFIC OFFICE AUTOMATION Totals Invoices 1 $899.31 Vendor 49579-POLLARDWATER WP067811 Water Meters&Parts Paid by EFT#3991 03/28/2025 04/30/2025 04/30/2025 05/01/2025 52.72 Vendor 49579-POLLARDWATER Totals Invoices 1 $52.72 Vendor 43332-RED WING SHOE STORE 812-1-155302 Safety Equipment-Physicals Paid by EFT#3992 04/22/2025 04/30/2025 04/30/2025 05/01/2025 223.03 812-1-155303 Safety Equipment-Physicals Paid by EFT#3992 04/22/2025 04/30/2025 04/30/2025 05/01/2025 271.52 Vendor 43332-RED WING SHOE STORE Totals Invoices 2 $494.55 Vendor 47803-REDWOOD PRINTING 36498 Office Supply Issues Paid by EFT#3993 04/03/2025 04/30/2025 04/30/2025 05/01/2025 393.02 Vendor 47803-REDWOOD PRINTING Totals Invoices 1 $393.02 Vendor 49497-REGULATORY INTELLIGENCE LLC STPUD425 Advisory Paid by EFT#3994 04/16/2025 04/30/2025 04/30/2025 05/01/2025 3,637.34 Vendor 49497-REGULATORY INTELLIGENCE LLC Totals Invoices 1 $3,637.34 Vendor 48144-RELIANCE STANDARD APR25 Voluntary Life Payable Paid by EFT#3995 04/01/2025 04/30/2025 04/30/2025 05/01/2025 1,406.10 Vendor 48144-RELIANCE STANDARD Totals Invoices 1 $1,406.10 Vendor 48110-ROCKWELL SOLUTIONS INC 3546 Replace Tallac#1 Pump/Motor Paid by EFT#3996 04/18/2025 04/30/2025 04/30/2025 05/01/2025 21,453.70 Vendor 48110-ROCKWELL SOLUTIONS INC Totals Invoices 1 $21,453.70 Vendor 48684-RS AMERICAS INC 9020671615 Pump Stations Paid by EFT#3997 04/09/2025 04/30/2025 04/30/2025 05/01/2025 209.84 Vendor 48684-RS AMERICAS INC Totals Invoices 1 $209.84 Vendor 21753-SAFETY CENTER INC 7473486704 Safety Programs Paid by EFT#3998 03/05/2025 04/30/2025 04/30/2025 05/01/2025 2,275.00 8639150866 Safety Programs Paid by EFT#3998 04/17/2025 04/30/2025 04/30/2025 05/01/2025 2,275.00 Vendor 21753-SAFETY CENTER INC Totals Invoices 2 $4,550.00 Vendor 49911-SEARCHPROS STAFFING LLC 25042227 Contractual Services Paid by EFT#3999 04/22/2025 04/30/2025 04/30/2025 05/01/2025 830.05 Vendor 49911-SEARCHPROS STAFFING LLC Totals Invoices 1 $830.05 Vendor 40633-SIGMA ALDRICH INC 565079188 Laboratory Equipment&Supplies Paid by EFT#4000 04/15/2025 04/30/2025 04/30/2025 05/01/2025 64.35 Vendor 40633-SIGMA ALDRICH INC Totals Invoices 1 $64.35 Vendor 50203-SMARTSIGN SMT-799559 Grounds&Maintenance Paid by EFT#4001 01/22/2025 04/30/2025 04/30/2025 05/01/2025 101.36 Vendor 50203-SMARTSIGN Totals Invoices 1 $101.36 Vendor 45168-SOUTHWEST GAS 910000175915 425 Natural Gas Paid by EFT#4002 04/22/2025 04/30/2025 04/30/2025 05/01/2025 57.58 910000639911 425 Natural Gas Paid by EFT#4002 04/22/2025 04/30/2025 04/30/2025 05/01/2025 12.49 910000416139 425 Natural Gas Paid by EFT#4002 04/23/2025 04/30/2025 04/30/2025 05/01/2025 102.17 Run by Erika Franco on 05/07/2025 02:54:33 PM Page 5 of 8 11 TA Payment of Claims _ Payment Date Range 04/24/25 - 05/07/25 Report By Vendor - Invoice 1950 �� Summary Listing UTILITY D1 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 910000192416 425 Natural Gas Paid by EFT#4002 04/24/2025 04/30/2025 04/30/2025 05/01/2025 335.01 910000421501 425 Natural Gas Paid by EFT#4002 04/25/2025 04/30/2025 04/30/2025 05/01/2025 1,032.37 910000421502 425 Natural Gas Paid by EFT#4002 04/25/2025 04/30/2025 04/30/2025 05/01/2025 1,307.32 910000429959 425 Natural Gas Paid by EFT#4002 04/25/2025 04/30/2025 04/30/2025 05/01/2025 78.17 910000429960 425 Natural Gas Paid by EFT#4002 04/25/2025 04/30/2025 04/30/2025 05/01/2025 9,676.95 Vendor 45168-SOUTHWEST GAS Totals Invoices 8 $12,602.06 Vendor 50062-VINCENT STAGNARO LYFTREIMB 41725 Travel-Meetings-Education Paid by EFT#4003 04/22/2025 04/30/2025 04/30/2025 05/01/2025 50.75 Vendor 50062-VINCENT STAGNARO Totals Invoices 1 $50.75 Vendor 48617-STEEL-TOE-SHOES.COM STP042125 Safety Equipment-Physicals Paid by EFT#4004 04/21/2025 04/30/2025 04/30/2025 05/01/2025 157.63 STP042325 Safety Equipment-Physicals Paid by EFT#4004 04/23/2025 04/30/2025 04/30/2025 05/01/2025 125.01 Vendor 48617-STEEL-TOE-SHOES.COM Totals Invoices 2 $282.64 Vendor 48481-SWRCB ACCOUNTING OFFICE WD-0283271 Regulatory Operating Permits Paid by EFT#4005 12/04/2024 04/30/2025 04/30/2025 05/01/2025 1,500.00 WD-0283272 Regulatory Operating Permits Paid by EFT#4005 12/04/2024 04/30/2025 04/30/2025 05/01/2025 1,500.00 WD-0283273 Regulatory Operating Permits Paid by EFT#4005 12/04/2024 04/30/2025 04/30/2025 05/01/2025 1,500.00 WD-0283275 Regulatory Operating Permits Paid by EFT#4005 12/04/2024 04/30/2025 04/30/2025 05/01/2025 1,500.00 WD-0283276 Regulatory Operating Permits Paid by EFT#4005 12/04/2024 04/30/2025 04/30/2025 05/01/2025 1,500.00 Vendor 48481-SWRCB ACCOUNTING OFFICE Totals Invoices 5 $7,500.00 Vendor 50040-TAHOE FLEET SERVICE 1114 Contractual Services Paid by EFT#4006 03/23/2025 04/30/2025 04/30/2025 05/01/2025 1,181.50 Vendor 50040-TAHOE FLEET SERVICE Totals Invoices 1 $1,181.50 Vendor 48477-THOMAS SCIENTIFIC 3571044 Laboratory Supplies Paid by EFT#4007 04/02/2025 04/30/2025 04/30/2025 05/01/2025 106.14 Vendor 48477-THOMAS SCIENTIFIC Totals Invoices 1 $106.14 Vendor 48262-UPS FREIGHT 0000966628155 Postage Expenses Paid by EFT#4008 04/12/2025 04/30/2025 04/30/2025 05/01/2025 47.57 0000966628165 Postage Expenses Paid by EFT#4008 04/19/2025 04/30/2025 04/30/2025 05/01/2025 42.66 0000966628175 Postage Expenses Paid by EFT#4008 04/26/2025 04/30/2025 04/30/2025 05/01/2025 85.33 Vendor 48262-UPS FREIGHT Totals Invoices 3 $175.56 Vendor 49947-CUST#593278 USABLUEBOOK INVO0681853 Pump Stations Paid by EFT#4009 04/15/2025 04/30/2025 04/30/2025 05/01/2025 567.57 Vendor 49947-CUST#593278 USABLUEBOOK Totals Invoices 1 $567.57 Vendor 45243-VELOCITY VEHICLE GROUP XA261151569:01 Automotive Paid by EFT#4010 04/08/2025 04/30/2025 04/30/2025 05/01/2025 253.71 Vendor 45243-VELOCITY VEHICLE GROUP Totals Invoices 1 $253.71 Vendor 44580-VESTIS SERVICES LLC 5980284607 Uniform Payable&Shop Supplies Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 200.62 5980284608 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 39.89 5980284609 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 24.33 5980284610 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 16.82 Run by Erika Franco on 05/07/2025 02:54:33 PM Page 6 of 8 Payment of Claims _ Payment Date Range 04/24/25 - 05/07/25 Report By Vendor - Invoice 1950 ' �'�� Summary Listing e�M V'y'ILITY��A Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 5980284611 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 14.84 5980284612 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 15.14 5980284613 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 93.38 5980284614 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 61.15 5980284615 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 25.44 5980284616 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 4.64 5980284617 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 76.48 5980284618 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 95.56 5980284619 Uniform Payable Paid by EFT#4011 04/09/2025 04/30/2025 04/30/2025 05/01/2025 105.88 5980286335 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 79.19 5980286336 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 39.89 5980286337 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 24.33 5980286338 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 16.82 5980286339 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 13.75 5980286340 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 15.14 5980286341 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 93.38 5980286343 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 28.43 5980286344 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 4.64 5980286345 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 76.48 5980286347 Uniform Payable Paid by EFT#4011 04/16/2025 04/30/2025 04/30/2025 05/01/2025 105.88 5980288019 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 69.19 5980288020 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 39.89 5980288021 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 24.33 5980288022 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 16.82 5980288023 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 13.75 5980288024 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 15.14 5980288025 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 83.38 5980288026 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 61.15 5980288027 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 28.43 5980288028 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 4.64 5980288029 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 66.48 5980288030 Uniform Payable Paid by EFT#4011 04/23/2025 04/30/2025 04/30/2025 05/01/2025 85.56 Vendor 44580-VESTIS SERVICES LLC Totals Invoices 36 $1,780.86 Vendor 48405-WAXIE SANITARY SUPPLY 83179410 Janitorial Supplies Inventory Paid by EFT#4012 04/18/2025 04/30/2025 04/30/2025 05/01/2025 120.16 Vendor 48405-WAXIE SANITARY SUPPLY Totals Invoices 1 $120.16 Vendor 50363-WEST COAST PUMP&WELL WORKS 3007 Grounds&Maintenance Paid by EFT#4013 04/11/2025 04/30/2025 04/30/2025 05/01/2025 1,223.77 Vendor 50363-WEST COAST PUMP&WELL WORKS Totals Invoices 1 $1,223.77 Vendor 25850-WESTERN NEVADA SUPPLY 31706152 Small Tools Paid by EFT#4014 04/14/2025 04/30/2025 04/30/2025 05/01/2025 118.85 11707768 Dead End Improvement Program Paid by EFT#4014 04/16/2025 04/30/2025 04/30/2025 05/01/2025 570.12 Run by Erika Franco on 05/07/2025 02:54:33 PM Page 7 of 8 500-fH TA"OF Payment of Claims _ Payment Date Range 04/24/25 - 05/07/25 m Report By Vendor - Invoice AG@SIC r 1950 G� Summary Listing UTILITY D1 Invoice Number Invoice Description Status Held Reason Invoice Date Due Date G/L Date Received Date Payment Date Invoice Net Amount 31706131 Pipe-Covers &Manholes Paid by EFT#4014 04/16/2025 04/30/2025 04/30/2025 05/01/2025 474.69 11707771 Dead End Improvement Program Paid by EFT#4014 04/21/2025 04/30/2025 04/30/2025 05/01/2025 828.13 11718995 Small Brass Parts Inventory Paid by EFT#4014 04/23/2025 04/30/2025 04/30/2025 05/01/2025 1,181.28 11718997 Saddles&Fittings Inventory Paid by EFT#4014 04/23/2025 04/30/2025 04/30/2025 05/01/2025 2,256.02 11721161 Pipe-Covers &Manholes Paid by EFT#4014 04/24/2025 04/30/2025 04/30/2025 05/01/2025 349.09 Vendor 25850-WESTERN NEVADA SUPPLY Totals Invoices 7 $5,778.18 Grand Totals Invoices 161 $1,034,411.49 Run by Erika Franco on 05/07/2025 02:54:33 PM Page 8 of 8 yoVTH TA s a A(/ ek,ef 1950 UTILITY SOUTH TAHOE PUBLIC UTILITY DISTRICT Joel Henderson, Director BOARD MEMBERS Kelly Sheehan, Director Nick Haven, Vice President Shane Romsos, President Nick Exline, Director Paul Hughes, General Manager Andrea Salazar, Chief Financial Officer REGULAR MEETING OF THE BOARD OF DIRECTORS SOUTH TAHOE PUBLIC UTILITY DISTRICT May 1, 2025 MINUTES The South Tahoe Public Utility District Board of Directors met in a regular session, 2:00 p.m., at the District Office, located at 1275 Meadow Crest Drive, South Lake Tahoe, California. ROLL CALL: Board of Directors: President Romsos, Directors Haven, Henderson, Sheehan Absent: Director Exline Staff: Paul Hughes, Ryan Jones, Melonie Guttry, Shannon Chandler, Juan Marquez, IV Jones, Shelly Thomsen, Vincent Stagnaro, Mark Seelos, Greg Dupree, John Sheridian, Aaron Buckman, Phil Trella, Doniell Morse, Julie Ryan, Megan Colvey, Lauren Benefield, Ryan Lee, Laura Hendrickson, Adrian Combes, Brent Goligoski, Brian Chernago 1. PLEDGE OF ALLEGIANCE: 2. COMMENTS FROM THE PUBLIC: None 3. CORRECTIONS TO THE AGENDA OR CONSENT CALENDAR: None 4. ADOPTION OF CONSENT CALENDAR: Moved Haven/Second Sheehan/Henderson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Absent to approve the Consent Calendar as presented. a. MARCH 31, 2025 FISCAL YEAR TO DATE FINANCIAL STATEMENTS (Andrea Salazar, Chief Financial Officer) Received and filed the March 31, 2025 Income Statement and Balance Sheet Reports. b. RECEIVE AND FILE PAYMENT OF CLAIMS (Greg Dupree,Accounting Manager) Received and filed Payment of Claims in the amount of $1,932,707.16. c. REGULAR BOARD MEETING MINUTES: April 17, 2025 (Melonie Guttry, Executive Services Manager/Clerk of the Board) Approved April 17, 2025, Minutes REGULAR BOARD MEETING MINUTES: May 1, 2025 PAGE-2 5. CONSENT ITEMS BROUGHT FORWARD FOR SEPARATE DISCUSSION/ACTION: None 6. ITEMS FOR BOARD ACTION: a. Acquisition of 2438 Cattlemans Trail (Mark Seelos, Water Resources Manager) -Mark Seelos provided details regarding the acquisition of 2438 Cattlemans Trail. Moved Sheehan/Second Henderson/Henderson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Absent to 1) Approve purchase of 2438 Cattlemans Trail (El Dorado County Assessor's Parcel Number 80-1 12-002) in the amount of $229,775; and (2) Authorize the General Manager to execute the associated real estate transaction documents. b. 2025 Test Well Project (Mark Seelos, Water Resources Manager) -Mark Seelos provided details regarding the 2025 Test Well Project and addressed questions from the Board. Moved Sheehan/Second Haven/Henderson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Absent to authorize staff to advertise for construction bids for the test well drilling and installation component of the 2025 Test Well Project. c. Washoan Pressure Reducing Valve Station (Laura Hendrickson, Associate Engineer) - Laura Hendrickson provided details regarding the Washoan Pressure Reducing Valve Station and addressed questions from the Board. Moved Sheehan/Second Romsos/Henderson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Absent to 1) Waive minor irregularities identified in the bid from White Rock Construction, Inc.; and 2) Award Contract for the Washoan Pressure Reducing Valve Station to White Rock Construction, Inc. in the amount of $396,050. d. Herbert Walkup Pipeline Replacement Project (Brent Goligoski,Senior Engineer) - Brent Goligoski provided details regarding the Herbert Walkup Pipeline Replacement Project and he and Adrian Combes addressed questions from the Board. Moved Henderson/Second Sheehan/Henderson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Absent to authorize the General Manager to enter into a Reimbursement Agreement with the City of South Lake Tahoe to provide for Road Repairs related to the Herbert Walkup Pipeline Replacement Project in the amount of $319,416. e. City of South Lake Tahoe Storm Water Projects Reimbursements (Brent Goligoski,Senior Engineer) — Brent Goligoski provided details regarding the City of South Lake Tahoe Storm Water Projects Reimbursement Agreements. Paul Hughes added that the District will look at these projects in the future when preparing the District budget. Moved Sheehan/Second Henderson/Henderson Yes/Haven Yes/Romsos Yes/Sheehan Yes/Exline Absent to authorize the General Manager to enter into Reimbursement Agreements with the City of South Lake Tahoe to provide for the relocation of water and sewer utilities related to the (1) Tahoe Valley Stormwater & Greenbelt Improvement Project, Phase 1 in the amount of $326,561.25; (2) Tahoe Valley Stormwater & Greenbelt Improvement Project, Phase 2 in the amount of $1 12,862.50 and; (3) Upper Bijou Park Creek Watershed Restoration Project- Rockwood To Blackwood Drainage Improvements in the amount of $59,728.75. REGULAR BOARD MEETING MINUTES: May 1, 2025 PAGE-3 7. STANDING AND AD-HOC COMMITTEES AND LIAISON REPORTS: None 8. BOARD MEMBER REPORTS: President Romsos reported that he is attending a retirement party for Tahoe Truckee Sanitation District's retiring General Manager tomorrow afternoon. He further reported that he will be attending the May 15 Board meeting remotely as he will be at the Association of California Water Agencies Conference in Monterey, California. 9. STAFF/ATTORNEY REPORTS: John Sheridan provided background information as well as a PowerPoint presentation regarding California Water Environment Association (CWEA) recognition recently received by staff including: Juan Marquez- Collection System Operator of the Year Brian Chernago - Laboratory Analyst of the Year South Tahoe Public Utility District- Wastewater Treatment Plant of the Year and Plant Safety of the Year South Tahoe Public Utility District Collections Team - 2025 Collection System of the Year He further thanked the Board for their support of CWEA. The Board congratulated and thanked staff for all their hard work. Melonie Guttry reported that the Board recognition plaque in the District lobby is being updated to provide more prominent recognition for the current and past Board Members and thanked Shannon Chandler for her work on coordinating this recognition. 10. GENERAL MANAGER REPORT: Paul Hughes reported on several items: • The next meeting will include adoption of potential District rate increases and the District budget. • The District has been notified that the Civic Spark Fellow Program funding is in jeopardy and the details are still being worked out. 11. NOTICE OF PAST AND FUTURE MEETINGS/EVENTS ADJOURNMENT: 2:53 p.m. Shane Romsos, Board President South Tahoe Public Utility District Melonie Guttry, Executive Services Manager/ Clerk of the Board South Tahoe Public Utility District General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 6a TO: Board of Directors FROM: Andrea Salazar, Chief Financial Officer MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Fiscal Year 2025/26 Water and Sewer Service Charge Rates REQUESTED BOARD ACTION: Approve Resolution No. 3308-25 confirming the water and sewer service charge rate increases of 9.5% and 9.5% for Fiscal Year 2025/26. DISCUSSION: On May 16, 2024, the Board of Directors passed Ordinance No. 589-24 which included five-year rate schedules for both water and sewer service charge rates. The Ordinance adopted the rates for Fiscal Year 2024/25 but requires confirmation by Resolution from the Board before the rates for years 2025/26, 2026/27, 2027/28 and 2028/29 are effective. The rate increases were developed through a cost-of-service study prepared by HDR Engineering to continue funding the long-term infrastructure needs of the District. The District issued the required Proposition 218 Notice to its customers and included the five- year rate schedules. During the April 3, 2025 budget workshop, the Board directed staff to incorporate the proposed 9.5%water and sewer rate increases into the proposed 2025/26 budget and bring forward the adopting Resolutions for Board action on May 15, 2025. Resolution No. 3308-25 confirms the rates for 2025/26: water increase of 9.5% and sewer increase of 9.5%. The approximate fiscal impact to a typical residential customer is $13.00/month. The proposed 2025/26 budget has been developed with these rate increases and is scheduled for adoption immediately following Board action on this Agenda Item. If Resolution No. 3308-25 is not adopted as prepared, the budget will need to be adopted with Board direction for staff to adjust the proposed revenues and expenditures accordingly. Andrea Salazar May 15,2025 Page 2 SCHEDULE: Rate changes effective July 1, 2025 COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): ❑ Yes ❑ No ® N/A ATTACHMENTS: Resolution 3308-25, Service Charge Rates CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO 1 RESOLUTION NO. 3308-25 2 3 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT 4 CONFIRMING THE WATER AND SEWER SERVICE CHARGE RATES 5 FOR FISCAL YEAR 2025/26 6 7 WHEREAS, on May 16, 2024, the Board of Directors of the South Tahoe Public Utility District held a public hearing on proposed changes in rates and charges which 8 were issued with a Proposition 218 notice that was mailed to all District account 9 holders; and 10 WHEREAS, on May 16, 2024, the Board of Directors of the South Tahoe Public 11 Utility District approved Ordinance 589-24, adopting a five-year water service charge rate schedule and a five-year sewer service charge rate schedule; and 12 WHEREAS, Ordinance 589-24 requires the District's Board of Director's 13 confirmation of the water and sewer service charge rates in Fiscal Years 2025/26, 14 2026/27, 2027/28 and 2028/29; and 15 WHEREAS, on April 3, 2025, the Board of Directors of the South Tahoe Public 16 Utility District held a public meeting and directed District staff to develop the proposed budget for fiscal year 2025/26 with a proposed water service charge rate 17 increase of 9.5% and a sewer service charge rate increase of 9.5% to fund the 18 2025/26 capital improvement plan and operating budget of the Water and Sewer Enterprise Funds. 19 20 NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the South Tahoe Public Utility District that the water and sewer service charge rates for the Fiscal Year 21 2025/26 included in the attached Water and Sewer Rate Schedules are confirmed, 22 effective July 1, 2025. 23 WE, THE UNDERSIGNED, do hereby certify that the above and foregoing 24 Resolution was duly and regularly adopted and passed by the Board of Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 15t" day of 25 May 2025, by the following vote: 26 AYES: 27 28 NOES: ABSENT: 1 2 3 4 5 Shane Romsos, Board President South Tahoe Public Utility District 6 7 ATTEST: 8 9 Melonie Guttry, Executive Services Manager/ 10 Clerk of the Board 11 South Tahoe Public Utility District 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Resolution No.3308-25 Page 2 May 15,2025 General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 6b TO: Board of Directors FROM: Andrea Salazar, Chief Financial Officer MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Fiscal Year 2025/26 Water Enterprise Fund Budget REQUESTED BOARD ACTION: Adopt Resolution 3309-25 for the Fiscal Year 2025/26 Water Enterprise Fund Budget and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. DISCUSSION: The Fiscal Year 2025/26 Water Fund proposed budget in the amount of $29,520,561 is fully funded and includes a 9.5% increase in service charge rates. The budget includes $8,264,916 (28%) for capital projects, $2,675,000 (9.1%) for debt service, $8,1 10,252 (27.5%) for operations and maintenance, and $10,470,393 (35.5%) for salaries and benefits. If prior Board action is taken to adopt a service charge rate increase of less than 9.5% staff is seeking as part of the requested Board action, approval to adjust the budget and Resolution 3309-25 accordingly. SCHEDULE: Budget must be adopted by July 1, 2025 COSTS: $29,520,561 ACCOUNT NO: Various BUDGETED AMOUNT AVAILABLE: N/A IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): ❑ Yes ❑ No ® N/A ATTACHMENTS: Resolution 3309-25, Water Fund Budget Summary CONCURRENCE WITH REQUESTED ACTION:_ CATEGORY: Water GENERAL MANAGER: YES r NO CHIEF FINANCIAL OFFICER: YES NO 1 RESOLUTION NO. 3309-25 2 A RESOLUTION OF THE BOARD OF DIRECTORS 3 OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT 4 ADOPTING THE BUDGET FOR THE WATER ENTERPRISE FUND FOR FISCAL YEAR 2025/26 5 6 7 WHEREAS, on April 3, 2025, the Board of Directors of the South Tahoe Public Utility 8 District held a public meeting and directed District staff to develop the proposed 9 budget for fiscal year 2025/26 with a proposed water service charge rate increase of 9.5% to fund the 2025/26 water capital improvement plan and operating budget of the 10 Water Enterprise Fund. 11 NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the South Tahoe 12 Public Utility District that: 13 The attached budget in the amount of $29,520,561 is adopted for the Fiscal Year 14 beginning July 1, 2025, and ending June 30, 2026. 15 WE THE UNDERSIGNED, do hereby certify that the above and foregoing 16 Resolution No. 3309-25 was duly and regularly adopted and passed by the Board of 17 Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 18 15t" day of May 2025, by the following vote: 19 AYES: 20 NOES: 21 ABSENT: 22 23 Shane Romsos, Board President 24 South Tahoe Public Utility District 25 ATTEST: 26 27 Melonie Guttry, Clerk of the Board 28 South Tahoe Public Utility District 29 30 General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 6c TO: Board of Directors FROM: Andrea Salazar, Chief Financial Officer MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Fiscal Year 2025/26 Sewer Enterprise Fund Budget REQUESTED BOARD ACTION: Adopt Resolution 3310-25 for the Fiscal Year 2025/26 Sewer Enterprise Fund Budget and authorize staff to incorporate any adjustments or changes necessary as a result of Board action. DISCUSSION: The Fiscal Year 2025/26 Sewer Fund proposed budget in the amount of $40,515,796 is fully funded and includes a 9.5% increase in service charge rates. The budget includes $10,034,175 (24.8%) for capital projects, $3,896,000 (9.6%) for debt service, $1 1,184,589 (27.6%) for operations and maintenance, and $15,401,032 (38%) for salaries and benefits. If prior Board action is taken to adopt a service charge rate increase of less than 9.5% staff is seeking as part of the requested Board action, approval to adjust the budget and Resolution 3310-25 accordingly. SCHEDULE: Budget must be adopted by July 1, 2025 COSTS: $40,515,796 ACCOUNT NO: Various BUDGETED AMOUNT AVAILABLE: N/A IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): ❑ Yes ❑ No ® N/A ATTACHMENTS: Resolution 3310-25, Sewer Fund Budget Summary CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer GENERAL MANAGER: YES 14L NO CHIEF FINANCIAL OFFICER: YES NO 1 RESOLUTION NO. 3310-25 2 A RESOLUTION OF THE BOARD OF DIRECTORS 3 OF THE SOUTH TAHOE PUBLIC UTILITY DISTRICT ADOPTING THE BUDGET FOR THE SEWER ENTERPRISE FUND 4 FOR FISCAL YEAR 2025/26 5 6 7 WHEREAS, on April 3, 2025, the Board of Directors of the South Tahoe Public Utility 8 District held a public meeting and directed District staff to develop the proposed budget for fiscal year 2025/26 with a proposed sewer service charge rate increase of 9 9.5% to fund the 2025/26 sewer capital improvement plan and operating budget of the 10 Sewer Enterprise Fund. 11 NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the South Tahoe 12 Public Utility District that: 13 The attached budget in the amount of $40,515,796 is adopted for the Fiscal Year 14 beginning July 1, 2025, and ending June 30, 2026. 15 WE THE UNDERSIGNED, do hereby certify that the above and foregoing 16 Resolution No. 3310-25 was duly and regularly adopted and passed by the Board of 17 Directors of the South Tahoe Public Utility District at a regular meeting duly held on the 18 15t" day of May 2025, by the following vote: 19 AYES: 20 NOES: 21 ABSENT: 22 23 Shane Romsos, Board President 24 South Tahoe Public Utility District 25 ATTEST: 26 27 Melonie Guttry, Clerk of the Board 28 South Tahoe Public Utility District 29 30 General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 6d TO: Board of Directors FROM: Mark Seelos, Water Resources Manager MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: 2025 Test Well Project REQUESTED BOARD ACTION: Reauthorize staff to advertise for construction bids for the test well drilling and installation component of the 2025 Test Well Project. DISCUSSION: At its regular meeting on May 1, 2025, the Board authorized staff to proceed with advertising construction bids for the 2025 Test Well Project. This scope of work included the construction of a single test well at the District-owned parcel located at 942 Tanglewood Drive. At the same meeting, the Board also authorized the General Manager to finalize the acquisition of the property at 2438 Cattlemans Trail. One of the primary objectives of this acquisition is to explore potential water resources; however, the unknown depth to basement rock at the site introduces uncertainty that requires further investigation. To address this, staff has been collaborating with the District's hydrogeological consultant, Best Environmental Subsurface Sampling Technologies (BESST), to develop a scope of work for a seismic survey that would determine the depth to basement rock. Due to extended lead times of 6-8 weeks and uncertain cost estimates for the seismic work, staff opted to proceed with the Tanglewood test well to ensure project progress during the Summer 2025 window. While the Board approved advertising bids for a one- well program with an estimated cost of $900,000, they also expressed a strong preference to include testing at the Cattlemans site if feasible, citing potential cost savings and operational efficiencies. Following the Board meeting, staff met again with BESST to explore alternatives. BESST provided a proposal for the seismic survey and data interpretation at a cost of $29,000, approximately double staff's initial estimate. As an alternative, staff suggested including the Cattlemans site as an additive bid item in the construction contract. This approach would allow test well construction at the site without the delay and added cost of a separate seismic study. If drilling encounters basement rock at an impractically shallow Mark Seelos May 15,2025 Page 2 depth, the District would instruct the contractor to halt work at that location, and the borehole would be properly abandoned in accordance with regulatory requirements. BESST estimates that this would cost approximately the same as conducting the seismic study. Staff requests reauthorization to advertise for construction bids for the 2025 Test Well Project to include two sites: 942 Tanglewood Drive and 2438 Cattlemans Trail. The updated cost estimate is $1,600,000. SCHEDULE: May 2025 - October 2025 COSTS: $1,600,000 ACCOUNT NO: 20.30.8677 BUDGETED AMOUNT AVAILABLE: $1,753,000 (2026 CIP) IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): M Yes ❑ No ❑ N/A ATTACHMENTS: None CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES NO CHIEF FINANCIAL OFFICER: YES NO General Manager Paul Hughes e( �g50 W Directors at South Tahoe Nici<Haven ShaneRomsos _ _ � Joel Henderson FubIic Utility District Kelly$heehan Nick Exline 1275 Meadow Crest[Drive•5outh Lake Tahoe■CA 96150-7401 Phone 530 544-6474•Fax 530 541-0614•www otpud.u5 BOARD AGENDA ITEM 6e TO: Board of Directors FROM: Mark Seelos, Water Resources Manager MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Al Tahoe/Bayview Well Backup Power REQUESTED BOARD ACTION: (1) Approve exemption from formal competitive solicitation based on the District's Purchasing Policy exemption when using competitively awarded cooperative agreements that leverage the State's buying power; and (2) Authorize the General Manager to execute a purchase order with Empire Cat under Sourcewell Contract Number 092222-CAT in the amount of $379,344 for the purchase of a Cat XQ570 Mobile Generator Set to be provided for the Al Tahoe/Bayview Well Backup Power Project. DISCUSSION: The Al Tahoe/Bayview Well Backup Power Project (Project) is currently advertised for construction bids, with the bid opening scheduled for June 3, 2025. The Project includes the use of a shared portable generator to provide emergency power to either the Al Tahoe Well or the Bayview Well. To reduce costs and mitigate potential scheduling delays, the project specifications and contract documents designate the generator as owner-furnished equipment. In alignment with District standards, which specify the use of Caterpillar generators for units 500 kilowatt and larger, the District's design consultant, Kennedy Jenks, solicited a quote from Caterpillar for a 500 kilowatt XQ570 generator. The quote returned a price of $475,000 and a lead time of 72 weeks. To explore cost-saving opportunities, the District contacted Empire Cat and received Sourcewell pricing of $379,344 for an equivalent in-stock unit with a two-week lead time. Pre-purchasing this generator would save the District over$100,000 plus contractor markup and secure the equipment well in advance of the Fall 2025 operational need: when the generator will be required to support the Bayview Well during construction at Al Tahoe Well. Empire Cat has held this unit under a right of first refusal for the District since February 26, 2025. Mark Seelos May 15,2025 Page 2 Staff recommends that the Board authorize the General Manager to execute a purchase order with Empire Cat for the generator as owner-furnished equipment. The generator will then be supplied to the selected contractor for integration into the Al Tahoe/Bayview Well Backup Power Project. SCHEDULE: Upon Board Approval COSTS: $379,344 ACCOUNT NO: 20.30.8372/ATWPWR BUDGETED AMOUNT AVAILABLE: $43,565 (2025); $3,157,000 (2026-2028) IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): M Yes ❑ No ❑ N/A ATTACHMENTS: Empire Cat Quote CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Water GENERAL MANAGER: YES AL NO CHIEF FINANCIAL OFFICER: YES NO Date Feb 26, 2025 emraiRe i Quote Expires June 1,2025 Quote No. 1550 E Greg St/Sparks, Nevada 89431 Revision 01 775-527-8818 Sourcewell Proposal Sourcewell Contract#092222-CAT Project Name: South Tahoe Public Utility District—02/26/25 We are pleased to provide pricing per the following proposal and bill of materials. The following documents were reviewed prior to completion and delivery of this proposal: 1. None. CAT XQ570 Mobile Generator Set List Price: $482,716 SW Member Discount: $111,025 Net Priced Items: N/A Sourcewell Sale Price: $371,691 Services/Sourced Goods Freight, Startup and Commissioning List Price: $8,056 SW Member Discount: $403 Sourcewell Services Total: $7,653 Sourcewell Total Price: $379,344 LEAD TIMES: - SUBMITTALS 1-3 Weeks - PRODUCTION— o XQ570 Mobile Generator Set—2 weeks after equipment release Price includes freight to job site, start up, commissioning, site testing and owner training on equipment provided by Empire Southwest. Also includes Standard Caterpillar parts and labor warranty on generator from date of startup. This quote does not include additional testing,equipment or certifications in specifications/drawings not supplied to Empire Southwest. ALL PRICES UNLESS SPECIFICALLY NOTED ARE FOB SITE WITH OFFLOAD AND INSTALLATION BY OTHERS, PLUS ANY APPLICABLE TAX. NOT INCLUDED: CRANE TO OFFLOAD, INSTALLATION, FUEL,TAX. Thank you for the opportunity to quote this equipment. Sincerely, Page 1 EMPIRE SOUTHWEST Bob St. Denis Power Rental Account Manager Cell: (775)527-8818 1 Email: bobst.den is(o)_empire-cat.com Page 2 Project Clarifications, Deviations, and Exceptions: Empire Southwest takes general exception to specified products, services, and attachments which are proprietary to any other manufacturer. 1. Full submittal will be issued for review and approval before equipment is released to order. 2. All installation provided by others. 3. All nameplates, infrared scanning and coordination study provided by others. 4. Anchoring provided by others. 5. Clarification—Maintenance contract cost will be provided upon installation and commissioning of equipment. A Product Support Sales Representative will be chosen and will contact the end user for contract pricing. TERMS AND CONDITIONS Client acknowledges that this quotation is subject to price changes and availability of goods. Machine sales payments are due Net 10; all others Net 30. Unless otherwise agreed in writing by an Executive of Empire Southwest, LLC("Empire"),the purchase of goods or services from Empire will be governed solely by Empire's terms and conditions of sales and service(the"Sales and Service terms"), which are available at www.Empire-cat.com/salesserviceterms, and the rental of equipment from Empire will be governed solely by Empire's rental terms and conditions(the"Rental Terms"),which are available at www.Empire-cat.com/rentalterms, or such other successor websites at which Empire posts its Sales and Service terms and its Rental Terms(collectively, the"Terms")from time to time.A hard copy of the Terms is available upon written request to terms.conditions(a)Empire-cat.com. Empire's Terms are hereby incorporated by reference into this document. By purchasing goods or services from Empire, delivering equipment to Empire for service, or renting equipment from Empire,you agree to be bound by Empire's Terms exactly as written. Client is responsible for all disassembly and reassembly charges. Because it is impossible to determine the extent of wear on internal components, additional labor and parts may be required following disassembly. Page 3 General Manager Paul Hughes �g5p rectors ` '�� Tahoe NicK Haven 5u Shane Romsos _ Joel Henderson Public, Utility District Kellysheehan NICK Exline 1275 Meadow Crest IJrive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 6f TO: Board of Directors FROM: Laura Hendrickson, Associate Engineer MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Bijou 1 Waterline Replacement Project REQUESTED BOARD ACTION: 1) Waive minor irregularities identified in the bid from the lowest responsive, responsible bidder; 2) Award the Contract for the Bijou 1 Waterline Replacement Project to the lowest responsive, responsible bidder; and 3) Authorize the General Manager to enter into a Reimbursement Agreement with the City of South Lake Tahoe to provide road repairs related to the Bijou 1 Waterline Replacement Project in an amount not to exceed $662,500. DISCUSSION: On March 6, 2025, the Board authorized staff to advertise for construction bids for the Bijou 1 Waterline Replacement Project (Project). The Project replaces approximately 7,400 feet of undersized and failing steel waterlines in the Deer Park and Takela/Fremont neighborhoods. The Project will upsize water mains, replace water services, while both adding and replacing fire hydrants throughout the neighborhoods. The Project scope has been increased to eliminate dead ends and improve water quality on Sandy Way in the Takela/Fremont neighborhood. The Project is within the City of South Lake Tahoe and construction is planned for summer 2025. A mandatory pre-bid conference was held on April 2, 2025, with nine general contractors in attendance. The original Engineer's Estimate for this project was $3,572,400. An additional 990 linear feet of waterline was added to the scope before bid opening, bringing the Engineer's Estimate to $3,928,975. This project also includes a $100,000 lump sum bid item for as- needed work on the sewer system and a $100,000 lump sum bid item for as-needed work on the water system, to be performed by the contractor at the direction of the District. A total of $2,629,606 is budgeted for the Project. The Project is being funded by a low- interest Drinking Water State Revolving Fund (SRF) Loan. The current loan amount is $2,300,000. District staff is coordinating with SRF staff to amend the final budget to reflect the total bid and cost of City reimbursement. Laura Hendrickson May 15,2025 Page 2 The bid opening occurred at 2:00 p.m. on Thursday, May 8, 2025. Four bids were received, ranging from $3,918,930 to $4,652,860. The protest period has been scheduled to end at 2:00 p.m. on Wednesday, May 15, 2025. A summary of all bids, along with staff recommendations will be provided prior to and at the Board meeting. SCHEDULE: Upon Board Approval COSTS: $3,918,930 ACCOUNT NO: 20.30.7520 (BIJ1 WL) BUDGETED AMOUNT AVAILABLE: $38,606 (FY 24/25); $1,200,000 (FY 25/26); $1,391,000 (FY 26/27) IDENTIFIED CAPITAL IMPROVEMENT PROJECT (CIP): M Yes ❑ No ❑ N/A ATTACHMENTS: Bid Summary Memo to be provided prior to and at the Board meeting; Draft City Reimbursement Agreement CONCURRENCE WITH REQUESTED ACTION: CATEGORY: CATEGORY: Water GENERAL MANAGER: YES— /4� NO CHIEF FINANCIAL OFFICER: YES NO CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS This Agreement is made and entered into as of by and between the City of South Lake Tahoe, a municipal corporation ("City") and South Tahoe Public Utility District, a California Special District ("the District"). RECITALS 1 . In the 2025 construction season, the District intends to replace waterlines and associated appurtenances as part of the Bijou 1 Waterline Replacement Project in the Bijou neighborhood of the City of South Lake Tahoe in accordance with plans and the schedule attached hereto as Exhibit "A" ("Project"). 2. The Project requires cutting the pavement surface to allow trenching and subsurface excavations within the City' s public rights- of way. Accordingly, on May 13, 2025 the District applied for an Encroachment Permit with the City of South Lake Tahoe, so that its contractor can construct the Project (the "Permittee"). 3. As provided in the City's Encroachment Permit, the Permittee is required to repair the section of the road impacted by the Project in accordance with the City' s Public Improvements and Engineering Standards (PIES). 4. The City's PIES requires full-width traffic lane pavement surface grinding and asphalt concrete overlay, two inches in depth where trenching work extends 250 linear feet or more. In addition, transverse pavement trenching in excess of 3 road cuts within 250 lineal feet of roadway also require full-width traffic lane(s) of pavement surface grinding and asphalt concrete overlay, two inches in depth. 5. For the purpose of the Project, the City and the District have agreed to limit the extent of pavement repair work performed by the District and the District will compensate the City in the amount provided in this Agreement for the cost of pavement grinding and overlay of City streets required in accordance with the City's PIES. For the purpose of the Project, the City prefers receipt of payment from the District in lieu of the District performing the standard PIES required pavement grinding and overlay work. 6. The City has an annual pavement rehabilitation program that may involve grinding or pulverizing the full street width of existing pavement surfaces and paving streets with asphalt concrete pavement. 1 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT 7. The City routinely enters into public works contracts to maintain City roads and may achieve economies of scale by including more road sections in future contracts. The parties desire to enter into this Reimbursement Agreement to achieve efficiencies and better service for their respective customers. 8. The parties desire to enter into this Reimbursement Agreement to achieve efficiencies and better service for their respective customers. AGREEMENT l . District Obligations a. Instead of repaving the City-maintained roads following the Project, the District agrees to make permanent trench or pothole repairs and compensate the City in the amount provided in Exhibit B, to repave the sections of City-maintained roads, which is the amount the District would have paid its contractor for pavement surface grinding and asphalt concrete overlay under the PIES ("Repavement Work"). For the purposes of this Agreement, the permanent trench repairs performed by the District are defined as repairing the pavement the width of the trench (minimum of 4 ft) with 4" minimum compacted AC or match existing AC depth. b. The District shall pay City for Repavement Work in the amount provided in Exhibit B, based on actual all-inclusive bid unit prices received by the District. The District's payment shall be made in a lump sum amount within 30 days of receiving a written payment request from the City. c. In no case shall the District be responsible for additional reimbursement to the City for Repavement Work associated with the Project, regardless of any price escalation or increased costs to the City for its future paving work including the Repavement Work. d. Neither City or any officer or employee thereof is responsible for any injury, damage, or liability occurring by reason of anything done or omitted to be done by District under or in connection with any work, authority, or jurisdiction arising under this Agreement. It is understood and agreed that District shall fully defend, indemnify, and save harmless City and all of its officers and employees from all claims, suits, or actions of every name, kind, and description brought forth under, including, but not limited to, tortious, contractual, inverse condemnation, and other theories or assertions of liability occurring by reason of anything done or omitted to be done by District under this Agreement. 2. City Obligations 2 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT a. All Repavement work performed by the City shall be completed under a public works contract for road repair and be awarded through a competitive bid process in accordance with California Public Contract Code, section 22030 et seq. City shall pay prevailing wage for the Repavement Work in accordance with California Labor Code section 1770 et seq. City shall require Payment and Performance Bonds in the amount of 100% of Repavement Work. b. City will complete the paving of the Repavement Work at the appropriate time, in its sole discretion, based on the City's annual paving needs and priorities. c. City shall send to the District a written reimbursement request. d. City shall use the funds received for the Repavement Work towards repaving roads within the City of South Lake Tahoe, including minor storm drain and ancillary roadway improvements. e. Neither District or any officer or employee thereof is responsible for any injury, damage, or liability occurring by reason of anything done or omitted to be done by City under or in connection with any work, authority, or jurisdiction arising under this Agreement. It is understood and agreed that City shall fully defend, indemnify, and save harmless District and all of its officers and employees from all claims, suits, or actions of every name, kind, and description brought forth under, including, but not limited to, tortious, contractual, inverse condemnation, and other theories or assertions of liability occurring by reason of anything done or omitted to be done by City under this Agreement. 3. Term/Time of Performance. This Agreement shall be effective as of the date written above, and shall terminate twelve (12) months after the effective date, or sooner if full payment has been made in accordance with the provisions of this Agreement or this Agreement is terminated in accordance with Section 3. 4. Payment. The City will prepare a written invoice based on the unit price for Repavement Work as defined in Exhibit B and the actual area of Repavement Work as determined by the method detailed in Exhibit B after completion of the Project. The City will submit the invoice to the District for payment within thirty (30) days after completion of the Project. The District will issue payment within sixty (60) after receipt of invoice. 5. Termination. This Agreement may be terminated by City or District for cause or without cause upon written notice of termination within thirty (30) days after Project bid opening. Termination, revocation, or expiration of this Agreement shall not release either party from liability resulting from an event which occurred prior to such termination, revocation or expiration. 6. Indemnity. The District shall defend, indemnify, and hold the City, its officers, 3 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT officials, employees, and volunteers harmless against and from any and all claims, suits, losses, damages, and liability for damages of every name, kind, and description, including attorney' s fees and costs incurred, brought for, on or account of, injuries or death to any person, including but not limited to workers, City employees, and the public, or damage to property, or any economic or consequential losses, which are claimed to or in any way arise out of the District's performance under this Agreement, except for the sole or active negligence of the City, its officers and employees, or as expressly prescribed by statute. This duty of the District to indemnify and save City harmless includes the duties to defend set forth in California Civil Code section 2778. City shall defend, indemnify, and hold the District, its officers, officials, employees, and volunteers harmless against and from any and all claims, suits, losses, damages, and liability for damages of every name, kind, and description, including attorney' s fees and costs incurred, brought for, on or account of, injuries or death to any person, including but not limited to workers, District employees, and the public, or damage to property, or any economic or consequential losses, which are claimed to or in any way arise out of City' s performance under this Agreement, except for the sole or active negligence of the District, its officers and employees, or as expressly prescribed by statute. This duty of City to indemnify and save the District harmless includes the duties to defend set forth in California Civil Code section 2778. 7. Insurance Requirements. City and the District attest to having adequate insurance for General Liability and Automobile Liability, and in accordance with California Labor Code section 3700 for Workers' Compensation and shall provide evidence of insurance if requested to do so by the other party. 8. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: Public Works Director City of South Lake Tahoe 1740 D Street South Lake Tahoe, CA 96150 Provide a copy to: City Attorney's Office City of South Lake Tahoe 1901 Maloff Way, Suite 300 South Lake Tahoe, CA 96150 If to the District: General Manager South Tahoe Public Utility District 1275 Meadow Crest Drive 4 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT South Lake Tahoe, CA 96150 9. Assignment. Neither party shall assign this Agreement or any part thereof of any monies due hereunder. 10.No Third Party Beneficiaries. This Agreement shall not be deemed to confer any rights upon any individual or entity which is not a party hereto, and the Parties hereto expressly disclaim any such third-party benefit. 1 'I .Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 12.Dispute Resolution. The parties to this Agreement agree that their respective staffs shall meet and confer in good faith for the purposes of resolving any dispute under this Agreement. If the meet and confer between staff is unsuccessful to resolve the dispute, the City Manager and the District General Manager shall then meet and confer in attempt to resolve the dispute. If the dispute is still not resolved, either party may file an action in court. 13.Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in the Superior Courts in the County of El Dorado, South Lake Tahoe Division. 14.Amendments. This Agreement may be modified or amended only by a written document executed by both the District and City and approved as to form by the City Attorney. 15.Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 16.Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between City and the District. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement. 17.Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the Parties when at least one copy hereof shall have been signed by both Parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 18.Authority to Enter Agreement. The Parties have all requisite power and authority to conduct their business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective 5 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT party. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. CITY OF SOUTH LAKE TAHOE SOUTH TAHOE PUBLIC UTILITY DISTRICT Tamara Wallace, Mayor Paul Hughes, General Manager APPROVED AS TO FORM: Heather Stroud, City Attorney ATTEST: ATTEST: Susan Blankenship, City Clerk Melonie Guttry, Clerk of the Board ATTACHMENTS: Exhibit A: Project Schedule and Plans Exhibit B: Costs for Repavement Work 6 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT EXHIBIT A PROJECT SCHEDULE AND PLANS Schedule Mobilization - June 1 st, 2025 Demobilization - October 15t", 2025 7 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT EXHIBIT B COSTS FOR REPAVEMENT WORK Item Value Repavement Area (sf)* 106,000 Negotiated Unit Price $/sf $5.00 Total Anticipated Repavement Cost ($)* $530,000 (Negotiated Unity Price x Repavement Area) Maximum Authorized Repavement Cost ($) Total Anticipated Repavement Cost + 25% $662,500 *Estimated value only. Actual Repavement Cost to be determined after construction, based on actual installed quantity of mainline trench in paved areas. 8 CITY OF SOUTH LAKE TAHOE AGREEMENT FOR ROAD REPAIRS BIJOU 1 WATERLINE REPLACEMENT PROJECT General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive•South Lake Tahoe■CA 96150-7401 Phone 530 544-0474•Fax 530 541-0614•www.5tpud.u5 BOARD AGENDA ITEM 6g TO: Board of Directors FROM: Chris Stanley, Manager of Field Operations MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: City of South Lake Tahoe Reimbursement Agreement REQUESTED BOARD ACTION: Approve Reimbursement Agreement with the City of South Lake Tahoe for work performed on District facilities related to the City's 2025 Road Rehabilitation Project in an amount not to exceed $137,250. DISCUSSION: The City of South Lake Tahoe (City) is performing its 2025 Road Rehabilitation Project in the Herbert Walkup area where South Tahoe Public Utility District (District) replaced its waterlines last year. The purpose of this item is to enter into a Reimbursement Agreement (Agreement) to pay for work performed on District facilities. The only anticipated work is lowering and raising manholes and valve boxes to accommodate the pavement grind, a normal industry practice. The work to lower or raise the District's facilities were included in the City's bid and includes sixty-one manholes and/or valves. The low bidder's price for the work was $1,800 for each unit resulting in a total of $109,800. The final reimbursement amount will be based on a report provided by the City which will be verified by District staff. A 25% contingency is included in the Agreement for quantity changes, resulting in a total amount of $137,250. SCHEDULE: Upon Board Approval COSTS: Not to exceed $137,250 ACCOUNT NO: 20.24.6043; 10.22.6043 BUDGETED AMOUNT AVAILABLE: $9,120; $15,000 (2024/2025); $50,000 (2025/2026) ATTACHMENTS: Reimbursement Agreement with City of South Lake Tahoe CONCURRENCE WITH REQUESTED ACTION: CATEGORY: Sewer/Water GENERAL MANAGER: YES 14r NO CHIEF FINANCIAL OFFICER: YES NO Reimbursement Agreement Between City of South Lake Tahoe& South Tahoe Public Utility District This AGREEMENT, entered into effect on , is between the City of South Lake Tahoe,a municipality of the State of California,referred to herein as"CITY,"and the South Tahoe Public Utility District,referred to herein as"DISTRICT." Recitals 1. CITY secured funding,prepared contract documents,will advertise,and intends to award and administer a construction contract for the approved work, to be completed by the lowest responsible bidder, for installation of improvements for the 2025 Road Rehabilitation Project, PWC #30150005, referred to herein as "PROJECT." The project area includes the following streets: Walkup Rd, Hobart Rd, Aloha Rd, Red Lake Rd, Warr Rd, Herbert Ave, Woodland Rd, Gilmore Lake Rd, Susie Lake Rd, Angora Lakes Rd. 2. DISTRICT owns and maintains sanitary sewer and potable water utility facilities with surface completions (valve boxes and sewer manholes) within the limits of the PROJECT which require relocation and modifications to accommodate the PROJECT improvements, while continuing to meet their intended purpose as water and sewer utilities in conformance with applicable regulations,as shown on the PROJECT plans,identified by bid items,and referred to herein as"WORK." 3. DISTRICT hereby acknowledges review of PROJECT plans and contract specifications for the WORK and agrees in principal to the construction in the manner proposed. 4. DISTRICT agrees to pay the CITY for the approved WORK,on the basis of identified bid items for the PROJECT,which are incorporated by this reference and noted herein to this Agreement. 5. DISTRICT agrees to make payment to the CITY for the WORK performed on behalf of the DISTRICT. 6. The terms of this Agreement shall supersede any inconsistent terms of any prior agreement or Memorandum of Understanding relating to the WORK. 7. The parties define herein below the terms and conditions under which the WORK is to be financed, constructed,owned,operated, and maintained. I. CITY Agrees: 1. To perform the WORK in accordance with the PROJECT plans in order to achieve its intended purpose. 2. All WORK performed by CITY or on its behalf by a licensed contractor, shall be monitored for compliance with the PROJECT plans and contract specifications by CITY personnel or CITY's designated representative. 3. To permit DISTRICT personnel to monitor, participate, and perform any additional quality assurance measures as deemed necessary for compliance of the WORK with DISTRICT standards and practices. 4. Upon completion of the WORK and all work incidental thereto,to furnish the DISTRICT with a detailed statement of construction costs,including specific location of each unit being charged,the basis of which is identified bid items for the PROJECT subject to reimbursement from the DISTRICT 5. To the extent that the guarantees or bonds required by the CITY's contracts for the PROJECT pertain to the WORK, the CITY agrees to enforce its rights thereunder in order to protect the DISTRICT'S interests in the sanitary sewer and potable water utility facilities. 6. After completion of the WORK, the CITY agrees to enforce any contractor or product manufacturer warranties or guarantees for the portion of the WORK that the CITY is performing for the DISTRICT for the benefit of the DISTRICT. 7. Neither DISTRICT nor any officer or employee thereof is responsible for any injury,damage,or liability occuring by reason of anything done or omotted to be done by CITY under or in connection with any work,authority,or jurisdiction arising under this AGREEMENT. It is understood and agreed that CITY shall fully defend, indemnify, and save harmless DISTRICT and all of its officers and employees from all claims, suits, or actions of every name,kind, and description brought forth under, including,but not limited to, tortious, contractual, inverse condemntation, or other theories or assertions of liability incurring by reason of anything done or omitted to be done by CITY under this AGREEMENT. II. DISTRICT Agrees: 1. To reimburse the CITY for the WORK performed, as shown on the PROJECT plans as well as any additional relocation or modifications to the DISTRICT'S sanitary sewer and potable water utility systems that is found necessary during construction that is first approved in writing by the DISTRICT. 2. The reimbursement payment to the CITY will be within 30 days of receipt of a detailed statement of construction costs for the WORK; subsequent to final acceptance of the WORK by the DISTRICT and payment for the WORK by the CITY to its contractor. 3. To perform, at no cost to CITY, any additional quality assurance measures as DISTRICT deems necessary, beyond that which is currently scheduled for and identified in the PROJECT plans and contract specifications. 4. To accept ownership of the completed constructed WORK, operate and maintain the constructed facilities as part of the DISTRICT sanitary sewer and potable water utility systems. 5. Neither CITY nor any officer of employee thereof is responsible for any injury, damage, or liability occurring by reason of anything done or omitted to be done by DISTRICT under or in connection with any work, authority, or jurisdiction arising under this AGREEMENT. It is understood and agreed that DISTRICT shall fully defend,indemnify,and save harmless CITY and all of its officers and employees from all claims, suits, or actions of every name, kind, and description brought forth under, including, but not limited to,tortious,contractual,inverse condemnation,and other theories or assertions of liability occurring by reason of anything done or omitted to be done by DISTRICT under this AGREEMENT. III. Mutually Agreed: 1. Upon completion of the WORK to be performed by CITY in accordance with the PROJECT plans and contract specifications, the new sanitary sewer and potable water utilities shall become the property of the DISTRICT. Deviations from the PROJECT plans and contract specifications for the WORK, initiated by either the CITY or DISTRICT, shall be agreed upon by both parties hereto by Amendment. 2. Modifications to the WORK shall be mutually agreed upon by the parties to this Agreement and memorialized in an Amendment to this Agreement. 3. If the PROJECT, which precipitated this Agreement, is canceled or modified so as to eliminate the necessity of the WORK;the CITY will notify DISTRICT in writing and either party may then terminate 2 this Agreement. The DISTRICT shall reimburse the CITY for any portion of the WORK completed prior to termination. 4. The CITY agrees to pay the contractor for work completed on the identified bid items, which are incorporated by this reference as the WORK, subject to reimbursement from the DISTRICT. Any changes in quantities of the bid items shall be agreed to by both the CITY and DISTRICT. The DISTRICT Staff is authorized without Amendment to approve up to 125% of the total WORK of the identified bid items herein which are based on the Unit Cost contract price for lowest responsible bidder for the PROJECT. 5. That the parties will be relieved of their respective duties and obligations hereunder if performance of this Agreement is prevented by the elements,natural disaster or acts of God, or if they are ordered or enjoined from performing hereunder by any court or regulatory agency having jurisdiction. Either party may discontinue performance of its duties and obligations hereunder if the other party breaches any term or condition of this Agreement. 6. That the PROJECT bid items (by No.) representing the WORK are as follows, excluding storm drain, gas or any other miscellaneous boxes: Base Bid -Walkup Rd,Hobart Rd,Aloha Rd,Red Lake Rd, South Herbert Ave. BID ESTIMATED UNIT BID BID ITEM ITEM BID ITEM DESCRIPTION UNIT BID QTY PRICE TOTAL NO. Adjust Existing Manholes and Utility 4 Boxes/Valves to Grade EA 27 $1,800 $48,600 ADD BID ALT 1 Woodland Rd,ALT 2 North Herbert Ave,ALT 3 Gilmore Lake Rd,ALT 4 Susie Lake Rd,ALT 5 Angora Lakes Rd,ALT 6 Warr Rd BID ITEM BID ITEM DESCRIPTION UNIT ESTIMATED BID BID ITEM TOTAL NO. BID QTY PRICE Adjust Existing Manholes and A1.3 Utility Boxes/Valves to Grade EA 11 $1,800 $19,800 A2.3 Adjust Existing Manholes and Utility Boxes/Valves to Grade EA 5 $1,800 $9,000 A3.3 Adjust Existing Manholes and Utility Boxes/Valves to Grade EA 5 $1,800 $9,000 A4.3 Adjust Existing Manholes and Utility Boxes/Valves to Grade EA 3 $1,800 $5,400 A5.3 Adjust Existing Manholes and Utility Boxes/Valves to Grade EA 4 $1,800 $7,200 3 A6.3 Adjust Existing Manholes and Utility Boxes/Valves to Grade EA 6 $1,800 $10,800 Contingency for changes in quantity(25%) $27,450.00 Maximum authorized reimbursement $137,250.00 IV General Provisions 1. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below.Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. 2. If to CITY: Anush Nejad Director of Public Works City of South Lake Tahoe 1052 Tata Lane South Lake Tahoe, CA 96150 Provide a copy to: City Attorney City of South Lake Tahoe 1901 Airport Road, Suite 300 South Lake Tahoe,CA 96150 If to DISTRICT South Tahoe Public Utility District Attn: Paul Hughes, General Manager 1275 Meadow Crest Drive South Lake Tahoe,CA 96150 3. No Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 4. Dispute Resolution. The parties to this Agreement agree that their respective staffs shall meet and confer in good faith for the purposes of resolving any dispute under this Agreement. If the meet and confer between staff is unsuccessful to resolve the dispute, the CITY Manager and the DISTRICT General Manager shall then meet and confer in attempt to resolve the dispute. If the dispute is still not resolved, either party may file an action in court. 5. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in the Superior Courts in the County of El Dorado, South Lake Tahoe Division. 6. Amendments. This Agreement may be modified or amended only by a written document executed by both DISTRICT and CITY and approved as to form by the City Attorney. 7. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 8. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between DISTRICT and CITY. All prior written and oral communications, including correspondence, 4 drafts,memoranda, and representations,are superseded in total by this Agreement. 9. Execution. This Agreement may be executed in several counterparts,each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 10. Authority to Enter Agreement. CITY and DISTRICT have all requisite power and authority to conduct its business and to execute, deliver, and perform the WORK defined in this Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power,right,and authority to make this Agreement and to bind each respective party. 11. No Third party Beneficiaries. This Agreement shall not be deemed to confer any rights upon any individual or entity which is not a party to this Agreement and the parties expressly disclaim any such third-party benefit. IN WITNESS WHEREOF,the parties have caused this Agreement to be executed on the date first written above. Tamara Wallace,Mayor Shane Romsos, Board President City of South Lake Tahoe South Tahoe Public Utility District APPROVED AS TO FORM: Heather Stroud, City Attorney ATTEST: ATTEST: Susan Blankenship,City Clerk Melonie Guttry,Clerk of the Board 5 General Manager Paul Hughes Yg5p Directors ��e� h'8ter 5outh Tahoe Nici<Haven Shane'Romsos Joel Henderson Public, Utility District Kelly Sheehan NicK Exline 1275 Meadow Crest Prive■South Lake Tahoe■CA 96150-7401 Phone 530 544-0474■Fax 530 541-0614■www.5tpud.u5 BOARD AGENDA ITEM 12a TO: Board of Directors FROM: Paul Hughes, General Manager MEETING DATE: May 15, 2025 ITEM- PROJECT NAME: Conference with Legal Counsel - Existing Litigation REQUESTED BOARD ACTION: Direct Staff DISCUSSION: Pursuant to Section 54956.9(d)(1) of the California Government code, Closed Session may be held for conference with legal counsel regarding existing litigation: Yolo County Superior Court Case CV 2021-1686, Alpine County vs. South Tahoe Public Utility District; et al. SCHEDULE: N/A COSTS: N/A ACCOUNT NO: N/A BUDGETED AMOUNT AVAILABLE: N/A ATTACHMENTS: N/A CONCURRENCE WITH REQUESTED ACTION: CATEGORY: General GENERAL MANAGER: YES / NO CHIEF FINANCIAL OFFICER: YES NO