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HomeMy WebLinkAbout1994-06-28; City Council; 12761; APPROVAL OF THE ENCINA WASTEWATER AUTHORITY FISCAL YEAR 1994-95 OPERATING AND CAPITAL BUDGETa w 'E & 6 z 0 i= 0 a d 0 2 3 g .. C'IIy OF CARLSBAD - AGEWA BILL - AB # jd; 7b / MTG. 6/28/94 DEPT. RECOMMENDED ACTION: TITLE: APPROVAL OF THE ENCINA WASTEWATER AUTHORITY Ey 1994/95 OPERATING AND 7 CMWD CAPITAL BUDGET Adopt Resolution No. 94- 182 Budget; and Adopt Resolution No. 9q- /83 Improvement Budget; and Adopt Resolution No. 7;yfl/&Y amending the Revised Establishment Document to allow t Board to appoint the Treasurer/Auditor from among the employees of EWA. ITEM EXPLANATION: This item is recommending approval of the FY 1994/95 Operating and Capital Improvemen budget for the Encina Water Pollution Control Facility (WPCF). The Joint Advisory Commi has reviewed the budgets and unanimously recommended approval at their May 25, 1994 me( The budget consists of the various facilities and programs that are operated, maintained and ad by the Encina Wastewater Authority @WA) on behalf of the member agencies. The proposed fi is summarized below: Approving the Encina Wastewater Authority FY 1994/95 Approving the Encina Wastewater Authority FY 1994/! N 93/94 FY 94/95 Recommended Recommended Percei Budget - Budget chang Operating Budget Plant - Unit I $6,922,925 $6,859,100 -0.9' Buena Vista P.S. 181,950 184,500 1.4' Agua Hedionda P.S. 125,100 148,900 19.0' Source Control 268,150 274,400 2.3' Flow Metering 65,700 70,600 7.5' Outfall - Unit J 69,900 66,700 -4.6' 7,633,725 7,604,200 -0.0' Shadowridge Facilities 799,750 830,100 3.8' _. - Total Operating Budget 8,433,475 8,434,300 0.0' Phase IV 165 ,OOO -0- Compost Project (176,950)" 40,400 Congeneration Project -0- 1,1oo,oO0 Capital-Unit I 143,100 145,000 Build. Improvements -0- 1 oo,oO0 Capital Budget - Total Capital Budget 13 1,150 1,3 85,400 1,056 - Total Budgets $8,564,625 - - $9,819,700 14.7' * Includes $350,000 of interest income Page 2 of Agenda Bill 9 0. / a! ’7 le / 0 The Encina operating budget for fiscal year 1994-95 is essentially the same as for fiscal year This is due to several offsetting factors within the operating budget that contribute to a bottom near the previous year’s budget. Encina’s proposed Capital Budget increased by over one million dollars from the 1993-94 buc Cogeneration Project, with a cost of $l,lOO,OOO, represents 90% of the capital budget. This project that involves an upgrade and expansion to the existing system that reuses methane gas the Encina plant. It will significantly reduce Encina’s outside energy purchases by doubling tl of methane gas used beginning in 1995-96. Other capital increased largely due to the ac $lOO,OOO for the building program for land appraisal, study and evaluation of alternatives. shows a zero budget which reflects its close out. The detailed budget document from Encina is on file in the City Clerk’s office. Additionally, staff is recommending that the Board approve amendment of the Revised Esta Document (RED) to allow the Encina Board to appoint the Treasurer/Aiuditor from among the e of EWA. The Encina Treasurer/Auditor is responsible for investing Encina funds, drawing w pay demands, and maintaining proper fiscal controls. The City of Vista’s Finance Director serves in this role contractually, but the JAC has recommended that this function be assumed because of the maturity of Encina as an organization and the desire to iimprove efficiency and s FISCAL IMPACT: In accordance with the current Encina Basic Agreement, the City of Carlsbad’s appropriate sh Encina 1994/95 Budget is $2,233,756. The allocations for the City’s portion of the Oper Capital Improvement budget are as follows: Operating $1,924,871 Capital Improvements 308,885 TOTAL $2,233,756 The expenditures outlined above are included in the City’s Operating Budget and Capital Imp Program for 1994-95. In addition, the City has $992,681 on deposit with Encina to fund futu projects. With regard to the amendment of the RED, the appointment of an EW,A officer or employee tc the capacity of Treasurer/Auditor will improve efficiency and save costs, thereby having no negal impact on the City of Carlsbad. EXHIBITS : 1. Resolution No. approving the Encina Wastewater Authority FY Operating Budget. 2. Resolution No. approving the Encina Wastewater Authority FY 1994/9 Budget. 3. Resolution No. amending the Revised Establishment Document to Board to appoint the Treasurer/Auditor from among the employees of EWA. Encina Budget Recommendations are on file in the City Clerk’s office. 4. *, 1 2 3 4 5 6 7 8 9 lo I1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 EXHIBIT 1 RESOLUTION NO. 9 4 - 18 2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPROVING THE 1994195 FISCAL YEAR OPERATING BUDGET OF THE ENCINA WASTEWATER AUTHORITY WHEREAS, the City of Carlsbad is a member agency to the Encina Joint Powers Bz entered into on June 13, 1961, for the acquisition, construction, ownership, operation and IY the Encina Joint Sewer System; and WHEREAS, the Encina Basic Agreement requires approval for the budget ( Wastewater Authority (EWA) by the member agencies following the recommendatioi Advisory Committee (JAC); and WHEMAS, the City Council of the City of Carlsbad desim to approve the opera said budget and provide for payment of its share to the expenses in accordance with provided in the Basic Agreement; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Cads Section 1: That the Fiscal Year 1994/95 budget of the EWA, as approved by the J, 1994 in the amount of Nine Million, Eight Hundred Nineteen Thousand, Seven Hi ($9,819,700) is hereby approved. Section 2: That the City of Carlsbad’s share of the EWA operating budget is Or Hundred Twenty-four Thousand, Eight Hundred Seventy-one Dollars ($1,92437 1). Section3 The City Manager is hereby authorized to make payments on behalf o the EWA in accordance with the budget approved by JAC and in accordance with th Agreement. Section 4: This resolution shall be forwarded to the EWA immediately upon its I// Ill Ill *. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 0 PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City on the 28th day of JUNE , 1994, by the following vote to wit: AYES: Council Members Stanton, Kulchin, Nygaard, Finnil NOES: None ABSENT: Council Memb 0 AlTEST: - ALETHA L. RA (SEAL) s. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 l6 17 18 19 2o 21 22 23 24 25 26 27 28 e 0 EXH1B1T 2 RESOLUTION NO. 9 4 - 18 3 A RESOLUTION OF THE CITY COUNClL OF THE CITY OF CARLSB AD, CALIFORNIA, APPROVING THE 1994/95 FISCAL YEAR CAPITAL IMPROVEMEIVT PROGRAM BUDGl OF THE ENCINA WASTEWATER AUTIKORITY WHEREAS, the City of Carlsbad is a member agency to the Encina Joint Powe entered into on July 13, 1961, for the acquisition, construction, ownership, operation and m the Encina Joint Sewer System; and WHEREAS, the Encina Agreement requires approval for the budget of the Encin Authority (EWA) by the Member Agencies following the recommendation of the Jc Committee (JAC); and WHEREAS, the JAC thereafter approved the Fiscal Year 1S94/95 budget of the EW 1994; and WHEREAS, the City Council of the City of Carlsbad desines to approve said budg for the payment of its share of such expenses in accordance with the allocation provide! Agreement; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Carlst Section 1: That the Fiscal Year 1994/95 budget of the EWA as approved by the JP 1994 in the amount of Nine Million, Eight Hundred Nineteen Thousand, Seven Hu I ($9,8 19,700) is hereby approved. Section 2: The City of Carisbad’s share of the EWA 1994/95 fiscal year Capita Program budget is Three Hundred Eight Thousand, Eight Hundreld Eighty-five Dollars (3 Section 3: The City Manager is hereby authorized to make payments on behalf 01 the EWA in accordance with the budget as approved by JAC in accordance with thc Agreement. Section 4: This resolution shall be forwarded to the EWA immediately upon its 1 2 3 4 5 6 7 . a 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 e PASSED, APPROVED AND ADOPTED at a regular meeling of the Carlsbad Cit] on the 28th day of JUNE , 1994, by the following vote to wit: AYES: Council Members Stanton, Kulchin, Nygaard, Finni NOES: None ABSENT: Council Membe ewis f$$$h Tqg Mayor ’( MARGARET ANTON, Mayor Pro Tern ATTEST: ih 1. - AI,ETHA L. RAUTE (SEAL) 6. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 ' EXHIBIT 3 RESOLUTION NO, 94-184 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AMENDING THE REVISED ESTABLISHMENT DOCUMENT TO ALLOW THE ENCINA BOARD TO APPOINT THE TREASURER/AUDITOR FROM AMONG THE EMPLOYEES OF EWA WHEREAS, the City of Carlsbad is a party to that certain document entitled Revised Document, which establishes the Encina Wastewater Authority, a California joint pol ("Authority")-; and WHEREAS, Section 2.5.1 of the Revised Establishment JXcument for the Autho the Treasurer of the City of Vista as the Treasurer of the Authority; and WHEREAS, Section 2.5.2 of the Revised Establishment Document for the Authc the Treasurer of the City of Vista as the Auditor of the Authority: and WHEREAS, the member agencies of the Authority desire to amend the Revised Document to allow the Board of Directors of the Authority to (appoint an officer or er Authority as Treasurer or Auditor, or both, of the Authority, and to appoint one or more i Treasurer or Auditor, and WHEREAS, it is thus necessary for each member agency to pass a resoluti amendment of the Revised Establishment Document to accomplish the foregoing purp member agency intends to pass a resolution in substantially the same form as herein pro WHEREAS, the Board of Directors of the Authority has recommended approval ( set forth herein. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Ca approval by all of the member agencies of the Authority; Ill Ill Ill Ill 1 2 3 4 5 6 7 8 9 IO 11 12 13 14 15 16 17 18 19 0 e 1. Section 2.5.1 of the Revised Establishment Document of the Encina Wastew shall be amended to read as follows: 2.5.1 Treasurer. The Treasurer shall be 4ibteww- * appointed bi Directors to serve at the Board's pleasure. The Treasurer shall be the deposi custody of all money of the EWA from whatever source. The Board sha Treasurer from among the officers and employees of the Authority. Th apwint one or more persons to act as assistants to the Treasurer from am01 and employees of the Authority. Upon amointment, an assistant shall be "other officer" of the EWA under Section 2.5.3 of this RED. The persor Treasurer may simultaneously hold the ofice of Auditor. Section 2.5.2 of the Revised Establishment Document of the Encina Wastev 2. shall be amended to read as follows: ' appointed bj 2.5.2 Auditor. The Auditor shall be ,kPm Directors to serve at the Board's pleasure. The Auditor shall draw all v demands against the EWA approved by the Board of Directors. The Boar the Auditor from among the officers and employees of the Authority. 'I appoint one or more persons to act as assistants to the Auditor from am0 and employees of the Authority. Upon amointment, an assistant shall be "other officer" of the EWA under Section 2.5.3 of this RED. The perso Auditor may simultaneously hold the office of Treasurer. Section 2.5.3 of the Revised Establishment Document of the Encina Waste 3. shall be amended to read as follows: 2.5.3 Other Officers. The General Manager and Attorney for the EWA sh by the Board. Subiect to the limits of the EWA's approved budget, She 1 have the power to appoint and employe such other officers, consultank independent contractors as it may deem necessary or convenient for the EWA, who shall serve at the pleasure of the Boarda- .. I 20 21 22 23 24 25 26 27 28 - The public officer, officers, or persons who have char€ have access to any substantial property of the IEWA shall file an offic amount to be fixed by the Board. The General Manager shall have the pc promote, demote and remove employees of the EWA subject to the pi personnel policy of the EWA and the EWA's approved budget. The Treasurer of the City of Vista shall continue to sewe as Treasurer an 4. EWA until such time as the Board of EWA has appointed a Treasurer and Auditor. 5. The City Manager of the City of Carlsbad is hereby authorized to exec form of Revised Establishment Document, as provided herein. JJJ JJI 1 2 3 4 5 6 7 8 9 10 I' 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 e 6. The City Clerk of the City of Carlsbad is hereby directed to forward resolution to the Encina Wastewater Authority upon its adoption. PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad Ci onthe 28th day of JUNE 1994 by the following vote to wit: AYES: Council Members Stanton, Kulchin, Nygaard, Finn NOES: None ABSENT: Council Member Lewis (ATTEST) ALETHA L. RAUTENKRANZ, City aerih e ENCINA WASTEWATER AUTHORITY A Public Agency 6200 Avenida En Carlsbad, CA 92( \ Telephone (61 9) FAX (61 9) 438-3E (619) 431-74 ne 13, 1994 Ref: Z TO: Technical Advisory Committee (TAC) Members Subject: Approval of FY 1994/95 Budget Recommendations by Count and Boards of Encina Member Agencies The FY 1994/95 Encina Wastewater Authority Operating and Cap. Budget Recommendations were approved by the Joint Advi: Committee (JAC) at their May 25, 1993 meeting, to be transmitter and approved by the Councils and Boards of the member agencies We have enclosed the budget document and are aslking you again 1 year to coordinate the approval process by your respective counc and boards. It is important to emphasize that the approvals shc dicate separate approval of the Operating Budget and the Cap udget as they are distinct elements. Certified copies approving resolutions or minute orders should be sent to En1 Wastewater Authority, attention Fred Johnston, Accountant. Pli tify him of the date you expect this item to be docketed. We are enclosing two books one for the Councils and Boards ag and one for you personally. Please note that you were sent a Final FY 1994/95 budget bookle May 19, 1994 which should be discarded. The ltatest and grea book should show on the inside title page the notation "(6- Revision)11 below the JUNE 1994 date. If it does not, return i Encina or discard it. Also please note that the finance directors of your city/ag have been sent copies of this final budget. Please call me or Fred Johnston if you have any questions. Roy A. Coox Director of Administration FJ: RC : f z Enclosure SERVING THE CITY OF VISTA, CITY OF CARLSBAD, BUENA SANITATION DISTRICT, VALLECITOS WATER DISTRICT, LEUCADIA COUNTY WATER DISTRICT AND ENCINITAS SANITARY DISTRICT