SSLGC 11-15-2007
MINUTES OF THE
SCHERTZ-SEGUIN LOCAL GOVERNMENT CORPORATION
THE STATE OF TEXAS ~
COUNTY OF GUADALUPE ~
SCHERTZ-SEGUIN LOCAL ~
GOVERNMENT CORPORATION ~
On this the 15th day of November 2007, the Schertz-Seguin Local Government
Corporation convened at 1 :32 p.m. in the City of Schertz Council Chambers located at
1400 Schertz Parkway, Building #4, Schertz, Texas. The following directors being
present and in attendance:
Sydney Bauer
Ken Greenwald
Jim Wolverton
Robin Dwyer
Patricia Ramirez
Betty Ann Matthies
Hal Baldwin
Vice-President
Secretary
Treasurer
Director
Director
Ex-Officio
Ex-Officio
constituting a majority of the persons appointed to the Board and a quorum for the
transaction of business, and notice of such meeting having been duly given in accordance
with the provisions of Texas law. Also in attendance were;
Alan Cockerell
Doug Faseler
Johnny Bierschwale
Susan Caddell
John Schraub
Dan Drugan
Georgia Hanks
Crockett Camp
Bill Klemt
John Winkler
Patrick Lindner
General Manager
Seguin City Manager
Schertz Assistant City Manager
Seguin Director of Finance
Seguin Water Utility Manager
Water Systems Manager
Administrative Assistant
ConsultantlProject Manager
Hydrologist Consultant
Consultant (Bury+Partners).
Counsel (Davidson & Troilo)
Tbe first order of business was the callin2: of the meetin~ to order.
Vice-President Sydney Bauer opened the meeting at 1 :32 p.m.
The second order of business was public comment.
Mayor Hal Baldwin introduced Patricia Ramirez who was appointed by the Schertz City
Council to the Schertz-Seguin Local Government Corporation board of directors. Ms.
1
Ramirez is a registered professional engineer. She was formerly employed as an engineer
with the Texas Department of Transportation.
The third order of business was apl'roval of the minutes for the board meetin2 held
on October 18. 2007.
Treasurer Jim Wolverton made a motion to approve the minutes as written. Secretary
Ken Greenwald seconded the motion. Upon a vote being called, the motion carried by
unanimous decision.
The fourth order of busiuess was director appointment - Don TaYlor. City
Mana2er. City of Schertz.
Mayor Baldwin introduced new Director Patricia Ramirez during Public Comment.
The fifth order of business was election of officers - Patrick Lindner. ~al Counsel.
Davidson & Troilo.
Legal Counsel Patrick Lindner recommended to board members that individuals be
nominated and elected to specific offices as vacancies became available.
Secretary Wolverton made a motion to nominate Vice-President Svdnev Bauer for
president. Director Robin Dwyer seconded the motion. noon a vote bein2 called.
the motion oassed by unanimous decision.
With the election of Vice-President Bauer as president, the office of vice-president
became vacant.
Secretarv Wolverton made a motion to nominate Ken Greenwald for vice-oresident.
A second to the motion was not made and President Bauer called for other
nominations. With Done bein2 made. a vote was caned. The motion Dassed by
majority decision of four to one. Director Dwyer voted a2ainst the motion.
With the election of Secretary Greenwald as vice-president, the office of secretary
became vacant.
Secreta" Wolverton made a motion to nominate Robin Dwyer for secretary.
President Bauer seconded the motion. noon a vote bein~ called. the motion oassed
by unanimous decision.
. The office of treasurer held by Jim Wolverton remained the same.
Elected SSLGC officers for 2008 - 2010 are as follows:
Sydney Bauer President
Ken Greenwald Vice-President
Robin Dwyer Secretary
Jim Wolverton Treasurer
2
The siXth order of business was vresentation of the General Manae:er's Report-
Alan Cockerell_ General Manae:er.
General Manager Cockerell stated that his report was provided in the board agenda
packets. He added the following items which were not included in his report:
. Municipality, River Authority and Water District positions for planning group
members are available within Region L. SSLGC Counsel Patrick Lindner with
Davidson & Troilo is interested in the Municipality position.
. A copy of the agenda for the GCUWCD meeting held November 13, 2007, was
handed out to board members. GCUWCD has ordered public hearings for the
inclusion of part of Caldwell County into GCUWCD. Hearings will be held in
Caldwell County on December 6, 2007, and in Gonzales County on December 11,
2007.
. A SAWS contested case hearing mediation session will be held November 27,
2007. Counsel Patrick Lindner, Consultant Crockett Camp, Hydrologist Bill
Klemt and General Manager Cockerell will attend as delegates to represent
SSLGC.
~ A cast iron pump was pulled at well #8 due to water leaking from oil tubing at the
wellhead. The pump will be replaced with a stainless steel pump which is
expected to be delivered in January or February. The cast iron pump will be
repaired and used as an emergency spare.
. Mr. Cockerell corrected his written report by stating that six instead of seven of
the Corporation's eight wells are currently in service. Oil tubing has been ordered
for well #6. When the tubing arrives in two - three weeks a stainless steel pump
will be installed at well #6 and it will be put back into service.
After discussion, board members agreed another stainless steel pump should be ordered
and paid for out of the Repair and Replacement Fund.
Secretary Dwyer made a motion for General Manager Cockerell to order a stainless
steel pump which will be paid for out of the Repair and Replacement Fund. Vice-
President Greenwald seconded the motion. Upon a vote being called, the motion
passed by unanimous decision.
The seventh order of business was ofT-peak water sales - Alan Cockerell_ General
Mana~er.
Mr. Cockerell referred toa proposal provided in the board agenda packets which
describes a program to increase the use of water during off-peak months and increase
revenues to SSLGC. The program would allow existing customers to purchase water
from SSLGC in the off-peak season (November to March) at a cost of $2.33 per 1,000
gallons. Water purchased during this period would not count against the customer's
yearly allowable 800 acre-feet per year. The customer c~uld use more Carrizo water in
3
the winter months and reserve Edward's rights along with Carrizo allocation for summer
peak: usage.
Mr. Cockerell stated that Schertz and Seguin city managers and SSLGC staff support the
program and requested approval from board members to approach existing customers. If
an agreement is made it would initially be presented to the board for approval and
continue to be presented for approval on an annual basis.
Treasurer Jim Wolverton made a motion to 2:ive the 2:eneral mana2er and city
mana2ers authorization to proceed with the pr02ram to solicit existinS! customers
for potential added water sales durinS! off-peak months. Vice-President Greenwald
seconded the motion. Upon a vote beine called. the motion passed bv unanimous
decision.
The ei2hth order of business was presentation of the Treasurer's Report - Susan
CaddelL Finance Director.
a. Financial Statements for the quarter ending September 30, 2007.
Ms. Caddell presented the Financial Reports as of September 30, 2007. The reports were
included in the board agenda packets. Account balances are as follows:
. Combined Statement Revenues, Expenses and Changes in Net Assets
· $6,793,933 - Includes $7,500,000 of bond proceeds.
. Revenues, Expenses and Changes in Net Assets - Operating Fund
· $174,287 - Includes sale of Vickery property. Before
the sale of the land and a transfer to the Repair. and
Replacement Fund, the Operating Fund had net
operating income of $35,954.
. Revenues, Expenses and Changes in Net Assets - Construction Fund
· $6,527,284
. Revenues, Expenses and Changes in Net Assets - Interest & Sinking Fund
· $543,462 - Includes I&S rates paid by participating
entities for the year and includes both bond payments.
. Revenues, Expenses and Changes in Net Assets - Repair & Replacement
Fund
· -$314,068 (loss)
. Revenues, Expenses and Change in Net Assets - Future Development Fund
· -$139,174 (loss)
. Revenues, Expenses and Change in Net Assets - Impact Fund
· $2,142
For year ended September 2007, revenue has decreased by $72,134 and expenditures
have decreased by $222,758 in comparison to year ended September 2006. In 2006 a net
loss of $190,915 was shown compared to a net gain in 2007 of $174,287. Expenditures
decreased in 2007 due to the large amount of rain and decreases in utilities and
chemicals. Working capital has decreased since June 30, 2007, by $1,923,590 due to the
use of bond funds and second bond payment for the fourth quarter.
4
Secretary Dwyer made a motion to accept the Treasurer's Report as presented.
Treasurer Wolverton seconded the motion. Upon a vote being called, the motion
carried by unanimous decision.
b. Investment Report for the quarter ending September 30, 2007.
Ms. Caddell stated that investment interest rates are declining and are below 5% for the
current quarter. Interest earned and accrued this period is $114,548.
Vice--President Greenwald made a motion to accept the Investment Report as
presented. Treasurer Wolverton seconded the motion. Upon a vote being caDed,
the motion carried by unanimous decision.
c. Reimbursement to the City of Seguin in accordance with the
Management Services Agreement for the quarter ending Septem.ber
30,2007.
Ms. Caddell stated that expenditures for July 1,2007, through September 30,2007, total
$767,156. The year-to-date expenditures are $2,160,715. Expenditures budgeted for
FY2006/2007 were $2,448,226. The Corporation ended FY2006/2007 under budget by
$287,511. Total reimbursement due to the City of Seguin for quarter ending September
30, 2007, is $767,156.
Treasurer Wolverton made a motion to reimburse $767,156 to the City ofSesmin in
accordance with the Mana~ement Services A2reement. Secretary Dwver seconded
the motion. U\lon a vote bein2 called, the motion carried by unanimous decision.
The ninth order of business was Resolution SSLGC R07-15 to review and aoorove
SSLGC's Investment Policv in order to conform to the Public Funds Investment
Act, Texas Government Code, Chaoter 2256 - Susan Caddell, Finance Director and
Alan Cockerell. General Mana2er.
An annual review of the Corporation's Investment Policy is required by the Public Funds
Investment Act, Government Code, Chapter 2256. Ms. Caddell stated that no changes
had been made since the last review and presently none are recommended. She requested
approval from the Board of the Corporation's Investment Policy.
Secreta" Dwver made a motion to aporove Resolution SSLGC R07-15 to acceot the
Investment Policy as reviewed with no modifications. Vice--President Greenwald
seconded the motion.. Uoon a vote bein1! called. the motion oassed bv. unanimous
decision.
The tenth order of business was Resolution SSLGC R07.16 to review and aoprove
SSLGC's BrokerslDealers List - Susan Caddell. Finance Director and Alan
Cockerell, General Mana2er.
According to SSLGC's Investment Policy, its BrokerslDealers List is required to be
reviewed and approved by the board of directors annually. Ms. Caddell stated that one
change had been made to the list. The representative from Vining-Sparks has retired and
5
\
a new representative, Michael Smith, has been assigned to SSLGC. The Investment
Policy approved by the board of directors during the meeting in progtess will be sent to
Mr. Smith with Vining-Sparks for review. He will complete a new certification page and
questionnaire. After receipt of these, documents, the Corporation may purchase
investments from Vining-Sparks. With that change, Ms. Caddell recommended approval
of SSLGC R07-16 to adopt the BrokersfDealers List.
President Bauer made a motion to approve Resolution SSLGC R07-16 to adopt the
BrokerslDealers List accordinf to SSLGC's Investment Policv with the chao2e of
representation for Vinin2...Sparks. Vice-President Greenwald seconded the motion.
Upon a vote beinS! caBed. the motion passed bv nnanimous decision.
The eleventh order of business. was the contract between SSLGC and Crockett
Camp - Crockett Camp. Consultant. "
Mr: Camp's contract continJles on a month to month basis as previously agreed upon
until a new contract is ready for negotiation.
The twelfth order of business was Water Lease Contracts for Guadalupe County-
Alan Cockerell. General Mana2er and Patrick Lindner. Le2:al'CounseL Davidson &
Troilo. '
President Bauer deferred agenda item # 12 to Executive Session.
The thirteenth order of business was Water Lease Contracts for Gonzales Coun~ -
Alan CockerelL General Mana2:er and Patrick Lindner. Le2al CounseL Davidson &
Trolio.
President Bauer deferred agenda item #13 to :axecutive Session.
The fourteenth order of business waS the Expansion Proiect in Guadalupe County - '
Alan Cockerell. General Mana2er and John Winkler. Bury+Partners.
Mr. Cockerell reported that design activities on the project are presently on hold due to a
natural break between the initial design phase and the detailed design phase for
construction. The Corporation is presently in the process of securing additional water
rights. .
The fifteenth order of business was the Expansion Project in.Gonzales County -
Alan Cockerell. General Mana2:er and John Winkler.. Bnrv+Partners.
At the last SSLGC board meeting, the board of directors approved amendments to the
Corporation's initial contract with Bury+Partners for activities which consist of
purchasing equipment for filter media, rate of flow controllers and lime slurry tank:.
Procurement documents were prepared and due diligence given by Bury+Partners for
equipment for each project. Afte,! the documents were reviewed by legal counsel and
approved by the general xnanager, they were provided to prospective suppliers for bids.
Bid tabulation sheets were provided in the boaid agenda packets.
a. Filter Media Replacement - According to the bid tabulation sheet, three
bids were received. Safety' and storage issues were discussed.
6
.. '
Bury+Partners and the Corporation recommended that the bid be awarded
to Hungerford & Terry, Inc., for $165,910.50.
Treasurer Wolverton made a motion to award the contract for filter media
reDlacemeni to HUDS!erford & Terrv. Incorporated.. Vice-President Greenwald
seconded the motion.. Uoon a. vote OOinS! called. the motion passed by unanimous
decision. . . .
b. Rate of Flow Controllers.... TCEQ requires that rate of flow controllers be
placed in front of all filters. According to the bid tabulation sheet, one bid
was received from Tonka Equipment Company. Bury+Partners
researched pricing from other companies and Tonka was the least
expensive. Tonka manufactured the filters, therefore the rate of' flow
controllers will be compatible with the existing valves, pneumatic system
and filter control panel. Bury+Partners and the Corporation recommended
that the bid be awarded to TonkaEquipment Company for $117,750.00.
Secreta" Dwver made a motion to purchase filter control eouipment from Tonka
EQuipment Comnany in the amount ofS117.750.00. . Treasurer Wolverton seconded
. the m~tlOIi. Uoon a vote heinS! called. the mo~on passed by unanimous decision. '
c. Lime siurry Tank - According to the bid tabulation sheet, one bid was
received from RDP Technologies, Inc., in the amount of $131,000.00.
The delivered price of the existing tank is $60,000.00. However, the total
price has increased due to additional equipment the Corporation will need
for the project. Mr. Cockerell and Tom Caponi with Bury+Partners plan
to trav€?l to Atlanta to visually inspect the tank. The tank has never been
used, therefore a one-year warranty will be ill effect. Bury+Partners and
the Corporation recommended that the bid be awarded to RDP
technologies, Inc., for $131,000.00, and that the staff be allowed to
evaluate alternative and more cost-effective methods to control the system
. than the control panel proposed by RPP.
Secreta" Dwver made a motion to award the bid for the lime slurry tank and
prospective controls to RDP Technolosries. Inc.. in the amount of $131.000.00. Vice-
President Greenwald seconded the motion~ Upon a vote bein2: called. the motion
passedbv unanimous decision. .
The sixteenth order of business was presentation of Consultant .Report -
.Crockett Camp~ Consultant. .
Mr. Camp deferred agenda item #16 to Executive Session. .
The seventeenth order of business was presentation ,of Consultant's report -
Bin Klemi Consultant. .
Mr. Klemt reported the following information:
7
. Bexar M~t and Canyon Regional plan to drill test wells on the Wells Ranch. The
information will be provided to GCGCD.
. Information pertaining to a Gonzales Water Supply Corporation well located
approximately 14 miles east of the Corporation's well field has been received.
The data indicates the Carrizo in that area does not reflect the permeability and
transmissivity found around the Corporation's well field.
. Mr. Klemt, Barry Miller with GCUWCD and General Manager Cockerell plan to
go to Pleasanton to review Ground Availability Model Runs (GAM Runs). This
work is done in order for Districts to predict Desirable Future Conditions (DFC).
President Bauer closed General Session at 2:27p.m.
The ei2hteenth order of business was Executive Session called under Chapter 551
Government Code. Subsection 551.071. to seek the advice of its attorney on 1e2a1
matters relatin2 to the Board of Director's ri2hts and liabilities under certain
contracts. Section 551.072. to deliberate the purchase of and/or sale of certain real
estate. and Section 551.074. for deliberations ret!ardin2: a specific officer or
emplovee.
Executive Session was held from 2:37 p.m. to 3 :02 p.rn.
The nineteenth order of business was to consider and take action as a result of
Agenda Item #18.
President Bauer opened General Session at 3:03 p.m.
As a result of Executive Session:
A2:enda Item 12 - Water Lease Contracts for Guadalul}e County
Secretary Dwyer made a motion to approve a water lease agreement with Roger
Baenzinger at the maximum anowable rate set by the GCGCD. President Bauer
seconded the motion. Upon a vote being caned, the motion carried by four to zero.
Treasurer Wolverton abstained.
No action was taken on Agenda Item 13 or Agenda Item 16 as a result of Executive
Session.
The twentieth order of business was additional Board of Directors discussion and/or
comments.
Mayor Hal Baldwin suggested a tour of SSLGC's facilities be scheduled for council
members and new board member Patricia Ramirez. He will advise Mr. Cockerell of
potential dates in the near future.
Secretary Dwyer welcomed Director Ramirez and said he would be available if she had
questions or needed briefing on issues pertaining to SSLGC.
8
The seventeenth order of business was adjournment.
President Bauer declared the meeting adjourned at 3:05 p.m.
The next regular meeting was scheduled December 20, 2007, in Seguin.
MINUTES APPROVED THIS
2007.
~obin Dwyer
Secretary
~aUt
DAY OF
1J~w
9
:"