HomeMy WebLinkAbout2022-10-24 - Board of Directors Meeting Minutes1.
2.
3.
9
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Monday, October 24, 2022, 5:30 p.m.
1717 E Miraloma Ave, Placentia CA 92870
PARTICIPATION INSTRUCTIONS
Were included on the agenda.
CALL TO ORDER
The meeting was called to order at 5:32 p.m.
PLEDGE OF ALLEGIANCE
Vice President Jones led the pledge.
ROLL CALL
DIRECTORS PRESENT
J. Wayne Miller, PhD, President
Brooke Jones, Vice President
Trudi DesRoches
Tom Lindsey
DIRECTORS ABSENT
Phil Hawkins
2022-127
STAFF PRESENT
Mark Toy, General Manager
Doug Davert, Assistant General Manager
John DeCriscio, Operations Manager
Gina Knight, Human Resources/Risk Manager
Delia Lugo, Finance Manager
Rosanne Weston, Engineering Manager
Alison Martin, Public Affairs Manager
Annie Alexander, Board Secretary
Sophia Phuong, Senior Accountant
ALSO PRESENT
Andrew Gagen, General Counsel, Kidman Gagen Law LLP
5. ADDITIONS DELETIONS TO THE AGENDA
General Manager Toy noted that a report included with Item No. 10.6. had been
revised due to a mathematical error. Copies of the revised page were made
available to the Board and public.
6. PUBLIC COMMENTS
Al Nederhood, resident, commented on the content of a political campaign mailer
associated with the upcoming election.
Minutes of the YLWD Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m.
2022-128
7. ACTION CALENDAR
7.1. Annual Audit Report for Fiscal Year Ended June 30, 2022
Staff introduced Mr. Ryan Domino, Partner of Lance, Soll & Lunghard, LLP,
who reviewed key information contained in the audit report. He noted that
the District received an unmodified "clean" opinion with no significant
deficiencies in internal controls, no material non-compliance with laws,
regulations, grant agreements, and contracts, no audit adjustments
required, and no difficulties conducting the audit or disagreements with
management regarding accounting policies.
Director Lindsey commended staff for their work related to the audit process.
President Miller inquired about the audit process for the District's Other
Postemployment Benefits (OPEB) liabilities. Mr. Domino explained that only
the assumptions used to calculate the OPEB liabilities are audited.
Director DesRoches made a motion, seconded by Director Jones, to receive
and file the Yorba Linda Water District Annual Comprehensive Financial
Report for the Fiscal Year Ended June 30, 2022, the Report on Internal Control,
and the Communications to Those in Governance Letter. Motion carried 4-0-
0-1 on a roll call vote with Director Hawkins absent.
8. ADJOURN TO YORBA LINDA FINANCING AUTHORITY REGULAR MEETING
A recess was declared at 5:59 p.m. to conduct the Financing Authority Regular
Meeting.
The meeting was reconvened at 6:02 p.m.
9. INTRODUCTIONS AND PRESENTATIONS
9.1. Elected Officials Liaison Reports
None.
9.2. Federal and State Legislative Update
Staff briefly reported that Governor Newsom's COVID-19 State of Emergency
would be ending February 28, 2023, which will impact the process for
conducting Board meetings via teleconference during emergencies.
10. CONSENT CALENDAR
President Miller opened the floor to public comment on any items on the Consent
Calendar for which there was none.
Minutes of the YLWD Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m.
2022-129
Director DesRoches requested to remove Item No. 10.4 from the Consent Calendar
for separate action.
Director DesRoches made a motion, seconded by Director Miller, to approve the
Consent Calendar. Motion carried 4-0-0-1 on a roll call vote with Director Hawkins
absent.
10.1. Minutes of the Board of Directors Meeting Held September 13, 2022 and
September 26, 2022
Recommendation: That the Board of Directors approve the minutes as
presented.
10.2. Authorize Continuation of Virtual/Teleconference Board Meetings
Recommendation: That the Board of Directors adopt Resolution No. 2022 -XX
authorizing virtual Board meetings pursuant to AB 361 for 30 days based on
the findings that (1) the Board has considered the circumstances of the state
of emergency for COVID-19, and that (2) state and local officials continue to
impose or recommend measures to promote social distancing.
10.3. Amend Conflict of Interest Code
Recommendation: That the Board of Directors adopt Resolution No. 2022 -XX
adopting a Conflict of Interest Code which supersedes all prior conflict of
interest codes and amendments previously adopted.
10.5. Status of Communications Activities
Recommendation: That the Board of Directors receive and file the monthly
communications activities report.
10.6. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of $4,726,229.62.
10.7. Budget to Actual Statements for Months Ending July 31, 2022 and August 31,
2022
Recommendation: That the Board of Directors receive and file the Budget to
Actual Reports for the months ending July 31, 2022 and August 31, 2022.
Minutes of the YLWD Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m. 3
2022-130
10.8. Cash and Investment Report for Month Ending August 31, 2022
Recommendation: That the Board of Directors receive and file the Cash and
Investment Report for the month ending August 31, 2022.
10.9. Update Securities Custody Agreement with US Bank for District Investments
Recommendation: That the Board of Directors adopt Resolution No. 2022 -XX
authorizing the establishment of securities custody agreements with US Bank
for District investments and superseding Resolution No. 2021-09.
10.10. Claim for Damages Filed by John Konstantinos
Recommendation: That the Board of Directors reject and deny the claim filed
by John Konstantinos.
10.11. Notice of Completion for BNSF Crossing Water Improvements
Recommendation: That the Board of Directors authorize staff to file the
Notice of Completion for BNSF Crossing Water Improvement Project, J-2021-
02 and J-2021-19.
10.12. Award Construction Contract for the Timber Ridge Booster Pump Station
Rehabilitation Project
Recommendation: That the Board of Directors award the Construction
Contract for the Timber Ridge Booster Pump Station Project to Pacific
Hydrotech Corporation for $4,982,170.00, Job No. J-2020-37.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
10.4. Adoption of Encroachment Policy
General Counsel Gagen reviewed the purpose of establishing an
encroachment policy and responded to questions regarding the proposed
process for addressing encroachment issues. Discussion followed regarding
the purpose of the declaration of restrictive covenants and how
unauthorized encroachments affect District operations. General Counsel
Gagen then noted that the template for the declaration of restrictive
covenants was continually being updated and requested language be
added to the policy indicating that the covenants were being adopted in
substantial form which may be amended from time to time. Following
additional discussion, the Board determined to defer consideration of this
item to the next regular meeting in November to allow additional time for
public review and incorporation of suggested revisions.
Minutes of the YLWD Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m. 4
2022-131
11. ACTION CALENDAR CONTINUED
11.1. 2022 Wastewater Master Plan
Staff provided an overview of major components contained in the 2022
Wastewater Master Plan including the status of existing infrastructure,
average wastewater flow rates in comparison to water demand, and
estimated number of residences still on septic. Staff also reviewed the
scheduled wastewater capital improvement projects.
Al Nederhood, resident, voiced his concerns related to the replacement of
wastewater pipeline, increased housing density, reduction of flow due to
state regulations for indoor water use, and enforcement of the District's Fats
Oils and Greases (FOG) Program.
Discussion followed regarding elements of the FOG program, the relining of
wastewater pipeline, and the District's asset mapping system.
Director DesRoches made a motion, seconded by Director Miller, to receive
and file the 2022 Wastewater Master Plan. Motion carried 4-0-0-1 on a roll call
vote with Director Hawkins absent.
12. DISCUSSION ITEMS
12.1. Review Legislative Platform
No revisions were requested for preparation of the 2023 legislative platform.
The final draft will be brought back to the Board for consideration at the next
regular meeting.
13. REPORTS, INFORMATION ITEMS, AND COMMENTS
13.1. Director's Reports
Director Lindsey commented on the benefits of fostering positive relationships
with neighboring city agencies and multiple events he attended throughout
the community including state of the city events and facility dedications. The
Board also commended staff for their efforts related to the District's open
house.
President Miller briefly commented on the California Air Resources Board's
advanced clean fleets regulation.
Minutes of the YLWD Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m. 5
2022-132
13.2. General Manager's Report
General Manager Toy referenced his report in the agenda packet and noted
his upcoming speaking engagements. Discussion briefly touched on the
status of the helicopter hydrant project at the Diemer Water Treatment Plant.
13.3. General Counsel's Report
None.
13.4. Future Agenda Items and Staff Tasks
President Miller requested an item be added to a future agenda to discussion
the District's investment options.
14. COMMITTEE REPORTS
14.1. Interagency Committee with MWDOC and OCWD
(Miller / DesRoches) - Next meeting will be scheduled when needed.
14.2. Joint Agency Committee with City of Yorba Linda
(Miller / Lindsey) - Next meeting is scheduled Monday, November 7, 2022 at
4:00 p.m.
14.3. Joint Agency Committee with City of Placentia
(Jones / Lindsey) - Next meeting is scheduled Tuesday, October 25, 2022 at
4:00 p.m.
15. BOARD OF DIRECTORS ACTIVITY CALENDAR
15.1 Meetings from October 25 - November 30, 2022
16. CLOSED SESSION
The Board entered Closed Session at 7:17 p.m.
16.1. Conference with Legal Counsel -Significant Exposure to Litigation
Pursuant to Paragraph (2) of Subdivision (d) of Section 54956.9 of the
California Government Code
Number of Potential Cases: One
16.2. Conference with Legal Counsel - Initiation of Litigation
Pursuant to Paragraph (4) of Subdivision (d) of Section 54956.9 of the California
Government Code
Number of Potential Cases: Two
Minutes of the YLWD Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m.
2022-133
16.3. Conference with Legal Counsel -Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the
California Government Code
Name of Case: Irvine Ranch Water District v. Orange County Water
District, et al. (Los Angeles County Superior Court - Case
No. BS168278)
16.4. Conference with Legal Counsel - Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the
California Government Code
Name of Case: YLWD v. Alex Winsberg (Orange County Superior Court -
Case No. 30-2022-01284814-CU-OR-CJC)
16.5. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
The Board returned to Open Session at 9:35 p.m.
17. REPORT FROM CLOSED SESSION
No reportable action was taken during closed session.
18. ADJOURNMENT
18.1. Director Lindsey made a motion, seconded by Director Jones, to adjourn the
meeting at 9:35 p.m. Motion passed 4-0-0-1 on a roll call vote with Director
Hawkins absent.
Annie Alexander
Board Secretary
Minutes of the YLW D Board of Directors Regular Meeting Held October 24, 2022 at 5:30 p.m. 7