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HomeMy WebLinkAbout2009-09-24 - Board of Directors Meeting Agenda PacketYorba Linda Water District AGENDA YORBA LINDA WATER DISTRICT BOARD OF DIRECTORS REGULAR MEETING Thursday, September 24, 2009, 8:30 AM 1717 E Miraloma Ave, Placentia CA 92870 1. CALL TO ORDER 2. PLEDGE OF ALLEGIANCE 3. ROLL CALL John W. Summerfield, President William R. Mills, Vice President Paul R. Armstrong Michael J. Beverage Ric Collett 4. ADDITIONS /DELETIONS TO THE AGENDA 5. PUBLIC COMMENTS Any individual wishing to address the Board is requested to identify themselves and state the matter on which they wish to comment. If the matter is on the agenda, the Board will recognize the individual for their comment when the item is considered. No action will be taken on matters not listed on the agenda. Comments are limited to matters of public interest and matters within the jurisdiction of the Water District. Comments are limited to five minutes. 6. CONSENT CALENDAR All items listed on the consent calendar are considered to be routine matters, status reports, or documents covering previous Board instructions. The items listed on the consent calendar may be enacted by one motion. There will be no discussion on the items unless a member of the Board, staff, or public requests further consideration. 6.1. Minutes of the Regular Board of Directors Meeting Held September 10, 2009 Recommendation: That the Board of Directors approve the minutes as presented. 6.2. Payments of Bills, Refunds, and Wire Transfers Recommendation: That the Board of Directors ratify and authorize disbursements in the amount of $1,661,246.55. 6.3. Progress Payment Number 3 for the Zone Reconfiguration Project Recommendation: That the Board of Directors approve Progress Payment No. 3 in the net amount of $166,070.52 to Ken Thompson, Inc. for construction of the Zone Reconfiguration Project, Job No. 200710. 6.4. Progress Payment No. 4 for Construction of the Hidden Hills Reservoir Project Recommendation: That the Board of Directors approve Progress Payment No. 4 in the net amount of $321,021.00 to Pacific Hydrotech Corporation for construction of the Hidden Hills Reservoir Project, Job No. 200028. 6.5. ACWA/JPIA General Liability Insurance Deposit Premium October 1, 2009 through September 30, 2010 and Retrospective Allocation Point Recommendation: That the Board of Directors approve the ACWA/JPIA General Liability Insurance deposit premium for the policy year October 1, 2009 through September 30, 2010 in the amount of $166,522 and continue with the Retrospective Allocation Point of $25,000. 6.6. Damage Claim Filed by Ruby Murdock Recommendation: That the Board of Directors reject the claim. 6.7. Damage Claim Filed by Gary Hombs Recommendation: That the Board of Directors reject the claim. 6.8. ACWA Region 10 Election of Officers and Board Members for 2010 -2011 Term Recommendation: That the Board of Directors nominate the following individuals as ACWA Region 10 candidates for election: Candidate for Chair: Saundra Jacobs, Santa Margarita Water District Candidate for Vice Chair: Keith Lewinger, Fallbrook Public Utility District Candidates for Board Members: Jan Debay, Orange County Water District Saundra Jacobs, Santa Margarita Water District Darrell W. Gentry, Vallecitos Water District Richard L. Vasquez, Vista Irrigation District 6.9. ACWA Committee Appointment Nominees for 2010 -2011 Term Recommendation: That the Board of Directors nominate William R. Mills, Director, for appointment to the ACWA Groundwater Committee and Arthur G. Kidman, Legal Counsel for appointment to the ACWA Legal Affairs Committee. 6.10. Reschedule Board Meetings Recommendation: That the Board of Directors approve and authorize the General Manager to reschedule the Board meetings as follows: Reschedule the Board meeting on November 26, 2009 to Wednesday, November 25, 2009 at 8:30 a.m. Reschedule the Board meeting on December 24, 2009 to Wednesday, December 23, 2009 at 8:30 a.m. Reschedule the Board meeting on October 22, 2009 to Wednesday, October 21, 2009 at 8:30 a.m. 7. ACTION CALENDAR This portion of the agenda is for items where staff presentations and Board discussions are needed prior to formal Board action. 7.1. Recycled Water Project Planning Study Recommendation: That the Board of Directors approve Resolution No. 09 -18 authorizing the General Manager and Assistant General Manager to file for a Water Recycling Facilities Planning Grant from the State Water Resources Control Board in the amount not to exceed $75,000. 8. REPORTS. INFORMATION ITEMS. AND COMMENTS 8.1. President's Report 8.2. Directors' Reports 8.3. General Manager's Report 8.4. Future Agenda Items and Staff Tasks 9. COMMITTEE REPORTS 9.1. Executive Administrative - Organizational Committee (Summerfield /Mills) Alternate: Collett Minutes of meeting held September 15, 8:00 a.m. Meeting scheduled for October 20, 4:00 p.m. 9.2. Finance - Accounting Committee (Beverage /Summerfield) Alternate: Mills Meeting scheduled for October 13, 4:00 p.m. 9.3. Personnel -Risk Management Committee (Armstrong /Collett) Alternate: Summerfield Minutes of meeting held September 14, 4:00 p.m. Meeting scheduled for October 12, 4:00 p.m. 9.4. Planning- Engineering- Operations Committee (Mills /Armstrong) Alternate: Beverage • Meeting scheduled for October 1, 4:00 p.m. has been rescheduled to October 7, 4:00 p.m. 9.5. Public Information - Technology Committee (Collett /Beverage) Alternate: Armstrong • Meeting scheduled for October 6, 4:00 p.m. 9.6. MWDOC /OCWD Ad Hoc Committee (Mills /Collett) Alternate: Summerfield Minutes of meeting held September 22, 4:00 p.m. (To be provided at the meeting.) Meeting scheduled for November 24, 4:00 p.m. 9.7. City of Placentia Ad Hoc Committee (Beverage /Vecchiarelli) Meeting to be scheduled. 9.8. Citizens Advisory Committee Meeting scheduled for September 28, 8:30 a.m. 10. INTERGOVERNMENTAL MEETINGS 10.1. Yorba Linda City Council, September 15 (Armstrong) 10.2. MWDOC Board, September 16 (Staff) 10.3. OCWD Board, September 16 (Staff) 10.4. Yorba Linda Planning Commission, September 23 (Summerfield) 11. BOARD OF DIRECTORS ACTIVITY CALENDAR 11.1. Meetings from September 25, 2009 thru October 31, 2009 12. CONFERENCES AND SEMINARS 12.1. California's Water Solution - October 8 -9, 2009 Recommendation: Authorize Directors and such staff members of the District as approved by the General Manager to attend the event. 12.2. ACWA /JPIA 2009 Fall Conference - November 30 - December 1, 2009 Recommendation: Authorize Directors and such staff members of the District as approved by the General Manager to attend the conference. 12.3. ACWA 2009 Fall Conference - December 1 -4, 2009 Recommendation: Authorize Directors and such staff members of the District as approved by the General Manager to attend the conference. 13. ADJOURNMENT 13.1. The next regular meeting of the Board of Directors will be held October 8, 2009 at 8:30 a. m. Items Distributed to the Board Less Than 72 Hours Prior to the Meeting Pursuant to Government Code section 54957.5, non - exempt public records that relate to open session agenda items and are distributed to a majority of the Board less than seventy -two (72) hours prior to the meeting will be available for public inspection in the lobby of the District's business office located at 1717 E. Miraloma Avenue, Placentia, CA 92870, during regular business hours. When practical, these public records will also be made available on the District's internet website accessible at http: / /www.ylwd.com /. Accommodations for the Disabled Any person may make a request for a disability - related modification or accommodation needed for that person to be able to participate in the public meeting by telephoning the Executive Secretary at 714 - 701 -3020, or writing to Yorba Linda Water District, P.O. Box 309, Yorba Linda, CA 92885 -0309. Requests must specify the nature of the disability and the type of accommodation requested. A telephone number or other contact information should be included so the District staff may discuss appropriate arrangements. Persons requesting a disability - related accommodation should make the request with adequate time before the meeting for the District to provide the requested accommodation. ITEM NO. 6.1 AGENDA REPORT Meeting Date: September 24, 2009 Subject: Minutes of the Regular Board of Directors Meeting Held September 10, 2009 STAFF RECOMMENDATION: That the Board of Directors approve the minutes as presented. ATTACHMENTS: vescription: 091009 BOD - Minutes.doc BOD Mtg Minutes 09� i C MINUTES OF THE YORBA LINDA WATER DISTRICT BOARD OF DIRECTORS REGULAR MEETING September 10, 2009 1. CALL TO ORDER The September 10, 2009 regular meeting of the Yorba Linda Water District Board of Directors was called to order by President Summerfield at 6:30 p.m. The meeting was held at the District's Administrative Office at 1717 E Miraloma Ave, Placentia CA 92870. 2. PLEDGE OF ALLEGIANCE 3. ROLL CALL DIRECTORS PRESENT John W. Summerfield, President William R. Mills, Vice President Paul R. Armstrong Michael J. Beverage Ric Collett STAFF PRESENT Ken Vecchiarelli, General Manager Pat Grady, Asst General Manager Art Kidman, General Counsel Steve Conklin, Engineering Manager Lee Cory, Operations Manager Gina Knight, HR Manager Cindy Navaroli, Interim Finance Director Stacy Bavol, Customer Svc Supervisor Cindy Botts, Management Analyst Annie Alexander, Executive Secretary 4. ADDITIONS /DELETIONS TO THE AGENDA Mr. Vecchiarelli stated that Item Nos. 10.1., 10.7. and 12.1. would need to be modified as there were changes in a few meeting dates and /or times. Discussion of the changes made occurred when these items were addressed later in the meeting. 5. PUBLIC COMMENTS President Summerfield opened the meeting to public comments not related to the proposed water rate increase. Richard White, resident, addressed the Board regarding the District's inspection of fire hydrants and the Orange County Fire Association's (OCFA) requirement for hydrant flow testing for new construction on existing homes. Mr. White questioned why he was required to pay a fee for a hydrant flow test in order to construct an addition on his home. Mr. Vecchiarelli explained that while the District does inspect and perform maintenance on each of its fire hydrants on an annual basis, it does not perform hydrant flow tests. These tests are required by OCFA for new home construction or when a homeowner decides to build an addition on to an existing home. The District's involvement in hydrant flow testing is limited to witnessing the test only. No fees paid to OCFA or the contractor performing the test are received by the District. Mr. Vecchiarelli then stated that for the record, the District's water distribution system is not designed to provide water to all hydrants at the same time. Mark Shock, resident, addressed the Board and requested that in light of the Orange County Grand Jury's findings, the District consider the Citizen Advisory Committee's (CAC) recommendation to hold its meetings in the evening. Roger Schafer, resident, addressed the Board and asked if it was the appropriate time to comment on the proposed water rate increase. President Summerfield explained that the meeting would be open to public comments regarding the rate increase during the public hearing. 6. PUBLIC HEARING 6.1. Public Hearing to Consider Increasing and Modifying Water Rates A. President Opens Public Hearing President Summerfield opened the public hearing at 6:50 p.m. B. Secretary Provides Proof of Public Hearing Notification and Correspondence Mr. Vecchiarelli presented the Board with proof of the public hearing notifications and related correspondence. C. Report by General Manager Mr. Vecchiarelli provided a brief overview of the written correspondence received. Some of the correspondence included helpful suggestions which will be presented to the CAC and Board of Directors for possible further action. Mr. Vecchiarelli then provided a brief PowerPoint presentation summarizing the FY 2009/10 Budget, the 2009 Water Rate Report and the reasons for the proposed rate increase. D. Public Testimony Roger Schafer, resident, addressed the Board regarding the calculations in the public notice. Mr. Schafer questioned why information regarding the cost of groundwater compared to import water was not included in the notice. Mr. Vecchiarelli responded to Mr. Schafer's question and provided an overview of the District's cost for groundwater and import water which was also included in the 2009 Water Rate Report. Bob Klems, resident, addressed the Board and stated that he felt that the report regarding the proposed rate increase was incomplete. Mr. Klems further stated that the District's financial statements indicated an K increase in cash reserves. Mr. Klems then expressed his disappointment in a District well being funded by MWD and the time taken to get the Santiago Booster Pump Station running again after the Freeway Complex Fire. Ms. Best, resident, addressed the Board and commented on the cause of the California water crisis. Ms. Best further stated that this was an El Nino year and questioned who would benefit from the proposed rate increase. Ms. Best also suggested that the District demand that Sacramento lift current water restrictions. Greg Meyers, resident, addressed the Board and stated that he was a member of the CAC. Mr. Meyers then stated that the CAC spent many hours reviewing the District's budget and proposed water rate increase and that the CAC was in favor of a rate increase and implementation of a tiered rate structure. Dan Chaney, resident, addressed the Board and stated that it was his opinion that the proposed water rate increase was being considered as a result of the conservation efforts being made by District customers. Bill Taraschi, resident, addressed the Board and stated that he felt that local government believes its customers have an unlimited amount of money. Mr. Taraschi expressed his concern for the lack of financial incentives for District customers to make use of current technology to assist with water conservation. Mr. Taraschi also requested that any surplus realized from the rate increase be returned to District customers. Jim Kloman, resident, addressed the Board and stated that if the District raised its rates he would be required to raise costs for his personal business. Mr. Kloman also stated that he felt it was the District's responsibility to push back at the agencies responsible for causing the rate increase. Dave Peairs, business owner, addressed the Board and spoke against the implementation of a tiered rate structure stating that it caused higher water users to subsidize lower water users. Mr. Peairs stated that he was in favor of a flat water rate. Rosemarie Sauer, resident, addressed the Board and spoke against the implementation of a tiered rate structure. Ms. Sauer also expressed her concern regarding the reporting system for water conservation ordinance violations. Ms. Sauer then questioned the reason why commercial and agricultural customers were not included in the proposed rate increase. Mr. Vecchiarelli clarified that the District did not currently have an agricultural water rate. K3 Bernie Marston, resident, addressed the Board and stated that the tiered rate would unfairly impact large property owners. Mr. Marston then spoke in favor of a flat water rate increase over implementation of a tiered rate structure. Richard White, resident, addressed the Board and stated that he did not see a provision in the proposed rate increase for fixed or low income customers. Mr. White then questioned what costs were being borne by new development and expressed his disappointment in observing golf courses and school grounds being watered during the day. Rob Johnson, resident, addressed the Board and spoke against the implementation of a tiered rate structure as it would significantly impact larger families and large property owners. Mr. Johnson then recommended that the District consider lot size and historical water usage when considering future rate increases. Ron Johnson, resident, addressed the Board and questioned what efforts had been made to investigate the increase being passed on to the District from its water providers. Mr. Johnson asked if the District had to accept the providers' price increases or if there was a way to mitigate the cost. Mark Shock, resident, addressed the Board and requested that each Director provide a verbal explanation for their vote on the proposed water rate increase. President Summerfield stated that any explanation provided would be left up to each individual Director. Richard Bogda, resident, addressed the Board and stated that he was a member of the CAC. Mr. Bogda then spoke in favor of the proposed water rate increase. Mr. Bogda also stated that he felt additional effort could be made to increase water efficiency using available technology. E. President Closes Public Hearing President Summerfield closed the public hearing at 8:24 p.m. A brief recess was declared at 8:25 p.m. The meeting reconvened at 8:33 p.m. F. Discussion President Summerfield then invited each of the Directors to comment. Director Beverage thanked those in attendance for coming to the meeting and provided a brief overview of the current water supply situation and its affect on the District. Director Beverage stated that he CI was in favor of the flat water rate increase and that the tiered rate structure should be considered at a later time. Director Mills commented on the state wide drought, problems with the Delta and progress with water reclamation and desalination projects. Director Mills stated that he was in favor of the tiered rate structure and implementation of overage level water rates. Director Armstrong commented on the loss of property tax as a source of income and the purpose of the CAC. Director Armstrong stated that he was not in favor of the tiered rate structure. Director Collett commented on the difficulties faced by local agencies when costs are passed on to them from providers as well as rebates previously made available to District customers for the installation of low flow devices. Director Collett stated that he was in favor of the tiered rate structure but would not support it at this time as he felt it needed to include all customer classes. Director Collett further stated that he was in favor of the flat rate increase and the implementation of overage level water rates. President Summerfield stated that he was in favor of the tiered rate structure but would not support it at this time. 6.2. Resolutions No. 09 -15, 09 -16 and 09 -17 of the Board of Directors of the Yorba Linda Water District Amending Resolution No. 07 -17 and Setting Water Rates Effective September 14, 2009 On a motion by Director Collett, seconded by Director Armstrong, the Board voted 4 -1 on a Roll Call with Director Mills voting No to approve Resolution No. 09 -15 Setting Water Rates Effective September 14, 2009 and Amending Resolution No. 07 -17. On a motion by Director Mills, seconded by Director Collett, the Board voted 1 -4 on a Roll Call with Directors Armstrong, Beverage, Collett and Summerfield voting No to approve Resolution No. 09 -16 Setting Water Rates for Single Family Residential Service Effective September 14, 2009 and Amending Resolution No. 07 -17. Motion failed. On a motion by Director Mills, seconded by Director Beverage, the Board voted 5 -0 on a Roll Call to approve Resolution No. 09 -17 Setting Water Rates Immediately Effective Upon the District Exceeding Established Water Allocation Limits and Temporarily Amending Resolutions No. 09 -15 and 09 -16. Mr. Vecchiarelli then stated that Resolution No. 09 -17 included a sunset clause and would no longer be in effect beginning July 1, 2010. 61 7. CONSENT CALENDAR On a motion by Director Mills, seconded by Director Armstrong, the Board voted 5 -0 to approve the Consent Calendar. 7.1. Minutes of the Regular Board of Directors Meeting Held August 27, 2009 Recommendation. That the Board of Directors approve the minutes as presented. 7.2. Minutes of the Special Board of Directors Meeting Held September 2, 2009 Recommendation. That the Board of Directors approve the minutes as presented. 7.3. Payment of Bills, Refunds, and Wire Transfers Recommendation. That the Board of Directors ratify and authorize disbursements in the amount of $888,271.93. 7.4. Progress Payment No. 1 for the Lakeview Sewer Lift Station Recommendation. That the Board of Directors approve Progress Payment No.1 in the amount of $2,925.00 to Schuler Engineering Corp. 7.5. Progress Payment No. 1 for the San Antonio Pressure Reducing Station Upgrade Project Recommendation. That the Board of Directors approve Progress Payment No. 1 in the net amount of $53,156.25.00 to Paulus Engineering, Inc. for construction of the San Antonio Pressure Reducing Station Upgrades Project, Job No. 200901. 7.6. Progress Payment No. 16 for the Highland Reservoir Replacement Project Recommendation. That the Board of Directors approve Progress Payment No. 16 in the net amount of $257,542.74 to Schuler Engineering Corporation and 10% retention of $28,615.86 deposited to Citizens Business Bank escrow account for construction of the Highland Reservoir Replacement Project, Job No. 200309. 7.7. Approval of Change Order No. 3 for the Highland Reservoir Replacement Project Recommendation. That the Board of Directors approve Change Order No. 3 in the amount of $96,272.43 and 35 additional calendar days to Schuler Engineering Corporation for construction of the Highland Reservoir Replacement Project, Job No. 200309. C.1 7.8. Grant Deed to SWEPI LP for 0.025 Acres on Lakeview Avenue Recommendation: That the Board of Directors authorize the President and Secretary to execute a Grant Deed, subject to approval as to form by Legal Counsel, to relinquish to SWEPI LP approximately 0.025 acres that was acquired in a land swap with Bastanchury Holding, LP (Hover Development Co.) for the exchange of property at the Lakeview Reservoir and Booster Pump Station site. 8. ACTION CALENDAR 8.1. FY 2009/10 Budget Amendment Mr. Vecchiarelli explained that as a rate adjustment had been approved, the revenue statements in the District's FY 2009/10 budget would need to be amended accordingly. On a motion by Director Beverage, seconded by Director Mills, the Board voted 5 -0 to receive and file the addendum to the FY 2009110 Budget. 9. REPORTS, INFORMATION ITEMS AND COMMENTS 9.1. President's Report None. 9.2. Directors' Reports Director Mills requested staff to provide the Board with a report regarding the attendance history for morning versus evening Board meetings. Director Mills also commented on the upcoming water conservation workshops being held in conjunction with the Fullerton Arboretum. Mr. Vecchiarelli stated that information regarding the workshops had been made available on the District's website and customer newsletter. 9.3. General Manager's Report Mr. Vecchiarelli reported that ACWA/JPIA had recently used the District's facilities for two days of training. Approximately 155 individuals attended from twelve different local agencies. Staff also provided LAFCO with a certified copy of the District's resolution in support of MWDOC at its meeting held September 9t". LAFCO received and filed the resolution as part of their official record. 9.4. General Counsel's Report Mr. Kidman reported that he had recently received notice that Sacramento was working on a water package for improvements to the Delta. ACWA's opinion is that there is lack of balance in the program. 9.5. Future Agenda Items and Staff Tasks The Board again discussed the report regarding the attendance history at Board meetings. Following discussion, it was the consensus of the Board that this report be addressed at the next Executive - Administrative- rA Organizational Committee meeting and then forwarded on to the rest of the Board. President Summerfield commended staff for their work related to the tiered rate structure. Mr. Vecchiarelli stated that it was the intent of staff to move forward with development of a budget based tiered rate structure. Director Beverage suggested that staff look into Irvine Ranch Water District's current rate structure. 10. COMMITTEE REPORTS 10.1. Executive - Administrative - Organizational Committee (Summerfield /Mills) Alternate: Collett Meeting scheduled for September 15, 4:00 p.m. has been rescheduled to September 15, 8:00 a.m. 10.2. Finance - Accounting Committee (Beverage / Summerfield) Alternate: Mills Minutes of the meeting held September 9 were provided at the meeting. Directors Beverage and Summerfield attended. Items discussed during the meeting were as follows: FY 1008/09 Audit; GASB 43 & 45; Bond Covenants; Monthly Portfolio Report for July 2009. Meeting scheduled for October 13, 4:00 p.m. 10.3. Personnel -Risk Management Committee (Armstrong /Collett) Alternate: Summerfield Meeting scheduled for September 14, 4:00 p.m. Director Summerfield will be attending this meeting in place of Director Collett. 10.4. Planning- Engineering- Operations Committee (Mills /Armstrong) Alternate: Beverage Minutes of the meeting held September 3 were provided in the agenda packet. Directors Mills and Armstrong attended. Items discussed during the meeting were as follows: Recycled Water Project Planning Study; Grant Deed to SWEPI LP for 0.025 acres on Lakeview Avenue; approval of Change Order No. 3 for the Highland Reservoir Replacement Project; historical documentation of Yorba Linda Reservoir No. 1 (Highland Reservoir); monthly groundwater production, purchased water and preventative maintenance program reports; monthly MWDOC Managers and OC Groundwater Producers meeting summary reports; and status of capital projects in progress. E:3 Meeting scheduled for October 1, 4:00 p.m. has been rescheduled to October 7, 4:00 p.m. 10.5. Public Information - Technology Committee (Collett /Beverage) Alternate. Armstrong Minutes of the meeting held September 1 were provided in the agenda packet. Directors Collett and Beverage attended. Items discussed during the meeting were as follows: second version of the summer customer newsletter; permanent signage and monthly statistics for the water conservation ordinance; District participation in public events; and status of the computerized maintenance and management system (CMMS). Meeting scheduled for October 6, 4:00 p.m. 10.6. MWDOC /OCWD Ad Hoc Committee (Mills /Collett) Alternate. Summerfield Meeting scheduled for September 22, 4:00 p.m. 10.7. City of Placentia Ad Hoc Committee (Beverage /Vecchiarelli) Meeting scheduled for September 17, 4:00 p.m. has been cancelled. 10.8. Citizens Advisory Committee Meeting scheduled for September 28, 8:30 a.m. 11. INTERGOVERNMENTAL MEETINGS 11.1. Yorba Linda City Council, September 1 (Mills) Director Mills attended and commented on one of the Orange County Grand Jury Reports which was discussed at the meeting. Director Mills also requested that staff look into the possibility of hosting a water supply forum. Director Summerfield asked if staff would be meeting with the City of Yorba Linda to discuss sewer service. Mr. Vecchiarelli stated that staff had met with the City Manager and Public Works Directors regarding the matter and another meeting was to be scheduled with the Mayor and City Manager. 11.2. MWDOC /MWD Workshop, September 2 (Staff) Staff did not attend. 11.3. OCWD Board, September 2 (Staff) Staff did not attend. 10.1 11.4. Yorba Linda Planning Commission, September 9 (Collett) Director Collett did not attend. 12. BOARD OF DIRECTORS ACTIVITY CALENDAR 12.1. Meetings from September 11, 2009 thru October 31, 2009 The Board reviewed the listed meetings with no additional changes. 13. CONFERENCES AND SEMINARS 13.1. Diamond Valley Lake Tour— September 25, 2009 13.2. CA -NV AWWA Fall Conference — October 5 -8, 2009 Mr. Vecchiarelli responded to questions from the Board regarding the tour and conference. Director Summerfield questioned if staff would be planning a District facilities tour at some time in the near future. Mr. Vecchiarelli responded and stated that staff was trying to schedule a District facilities tour for both the Board of Directors and CAC members. Following further discussion, the Board agreed to conduct the tour on Friday, October 23rd at 9:00 a.m. Staff will follow up with the CAC to see if this date will work for the majority of its members. On a motion by Director Beverage, seconded by Director Mills, the Board voted 5 -0 to authorize Directors and such staff members of the District as approved by the General Manager to attend the tour and conference. 14. ADJOURNMENT 14.1. The meeting was adjourned at 9:45 p.m. The next regular meeting of the Board of Directors will be held September 24, 2009 at 8:30 a.m. Ken Vecchiarelli Board Secretary iN ITEM NO. 6.2 AGENDA REPORT Meeting Date: September 24, 2009 Budgeted: Yes Total Budget: N/A To: Board of Directors Cost Estimate: $1,661,246.55 Funding Source: All Funds From: Ken Vecchiarelli, General Account No: N/A Manager Job No: N/A Presented By: Cindy Navaroli, Interim Finance Dept: Finance Director Reviewed by Legal: N/A Prepared By: Maria Trujillo, Accounting CEQA Compliance: N/A Assistant I Subject: Payments of Bills, Refunds, and Wire Transfers SUMMARY: Section 31302 of the California Water Code says the District shall pay demands made against it when they have been approved by the Board of Directors. Accordingly, staff is hereby submitting the list of disbursements for the Board of Directors' approval. STAFF RECOMMENDATION: That the Board of Directors ratify and authorize disbursements in the amount of $1,661,246.55. DISCUSSION: The major items and wire transfers on this disbursement list are as follows: A wire of $656,324.10 to MWDOC for July 2009 import water purchases; a wire of $35,649.00 to 1 st Enterprise Bank for the retention account on Job No. 200028; a check of $321,021.00 to Pacific Hydrotech Corporation for the August progress payment on Job No. 200028; and a check of $166,070.52 to Ken Thompson, Incorporated for the August progress payment on Job No. 200710. The balance of $256,222.74 is routine invoices. ADP is now issuing our payroll checks, with the exception of the third party checks. The Accounts Payable check register total is $1,435,287.36; Payroll No. 18 total is $225,959.19; and, the disbursements of this agenda report are $1,661,246.55. A summary of the checks is attached. PRIOR RELEVANT BOARD ACTION(S): The Board of Directors approves bills, refunds and wire transfers semi - monthly. ATTACHMENTS: Name: CkReg092409.pdf 09 -CS 924.doc Description: Check Register 9/24/09 Cap Sheet 9/24/09 Type: Backup Material Backup Material Yorba Linda Water District Check Register For Checks Dated: 09/11/2009 thru 09/24/2009 Check No. Date Vendor Name Amount W92409 09/24/2009 1st Enterprise Bank 35,649.00 52428 09/24/2009 Abigail Abbott Staffing Svc 9.131,10 52425 09/24/2009 Alfred M. Mantoura 9.69 52437 09/24/2009 Alsco 548.08 52429 09/24/2009 Alternative Hose Inc. 75.89 52430 09/24/2009 Anaheim Wheel & Tire 280.00 52431 09/24/2009 Aqua- Metric Sales Co. 14,084.87 52432 09/24/2009 Arrow Hardware 251.72 52433 09/24/2009 AT & T Mobility 413.05 52435 09/24/2009 AWWA - CA -NV Section 210.00 52434 09/24/2009 AWWA - Dues 198.00 W91109 09/11/2009 Bank of America 147.59 52430 09/24/2009 Battery Systems 88.13 52438 09/24/2009 California Business Bank 18,452.28 52439 09/24/2009 CDW Government, Inc 328.02 52440 09/24/2009 Ceridian Benefits Services 100.00 52441 09/24/2009 City Of Anaheim 11,852.04 52442 09/24/2009 City Of Anaheim 464.00 52443 09/24/2009 City Of Placentia 5,315.34 52444 09/24/2009 City Of Yorba Linda 4,114.89 52445 09/24/2009 Cla -Val Co. 3,491.94 52427 09/24/2009 Dana E. Query 200.94 52446 09/24/2009 Datalok Orange County 273.97 52447 09/24/2009 Deli Marketing L.P. 152.24 52448 09/24/2009 DeltaCare USA 296.32 52449 09/24/2009 Dick's Lock & Safe Inc. 145.00 52450 09/24/2009 Diehl, Evans & Company, Lip 10,000.00 52451 09/24/2009 DSR Company 249.03 52452 09/24/2009 E. G. Brennan & Co., Inc 550.60 52453 09/24/2009 Eisel Enterprises, Inc. 745.81 52420 09/24/2009 Emi Han 94.34 52419 09/24/2009 Eva Bukac 103.72 52454 09/24/2009 Fry's Electronics 41.31 52422 09/24/2009 Gina Holton 245.24 52455 09/24/2009 Glasby Maintenance Supply Co 30.07 52456 09/24/2009 Golden Bell Products 3,145.00 52457 09/24/2009 Haaker Equipment Co. 1,020.68 52458 09/24/2009 Hardy & Harper Inc. 28,770.00 52505 09/24/2009 Home Depot Credit Services 380.84 52506 09/24/2009 Infosend Inc. 2,477.29 52507 09/24/2009 International Society of Automation (ISA) 100.00 52508 09/24/2009 John Lent 105.00 52424 09/24/2009 Joyce Larson 13.85 52509 09/24/2009 Katrina Brown 1,054.86 52510 09/24/2009 KB Design 88.09 52511 09/24/2009 Ken Thompson, Inc. 166,070.52 52417 09/24/2009 Kent Evans 129.73 52466 09/24/2009 Layne Christensen Company 1,276.50 52467 09/24/2009 Lincoln National Life 1,847.87 52468 09/24/2009 LPR 518.91 52470 09/24/2009 Mc Fadden -Dale Hardware 296.62 52469 09/24/2009 Mccormick,Kidman & Behrens LLP 14,049.09 52471 09/24/2009 Mesa Consolidated Water District 290.00 52472 09/24/2009 Mine Safety Appliance Co 2,796.39 52473 09/24/2009 Minuteman Press 296.60 52474 09/24/2009 Mudge Fasteners, Inc 50.16 52512 09/24/2009 Municipal Water District 126.00 W91409 09/14/2009 Municipal Water District 656,324.10 52476 09/24/2009 Nickey Petroleum Co 5,024.90 52513 09/24/2009 Nobel Systems 1,750.00 52478 09/24/2009 ONLINE Collections 20822 52479 09/24/2009 Orange County - Auditor /font 528.00 52480 09/24/2009 Orange County - I W M D 219.88 52481 09/24/2009 Orange County - Sanitation 352.24 52487 09/24/2009 P.T.I. Sand & Gravel, Inc. 266.66 52482 09/24/2009 Pacific Hydrotech Corporation 321,021.00 52483 09/24/2009 Parts Source Anaheim 253.10 52484 09/24/2009 Petra Geotechnical Inc. 14,139.50 52423 09/24/2009 Phil Bowden 6477 52485 09/24/2009 Praxair Distribution 467.11 52486 09/24/2009 Project Partners, Inc. 4,090.50 52425 09/24/2009 Robert Bohack 5.59 52488 09/2.4/2009 SC Fuels 964.75 52489 09/24/2009 Schuler Engineering Corp. 2,925.00 52514 09/24/2009 Southern Calif Edison Co. 237.68 52490 09/24/2009 Southern Calif Gas Co. 22,587,40 52494 09/24/2009 St.Joseph Heritage Healthcare 105.00 52491 09/24/2009 Staples Business Advantage 761.46 52492 09/24/2009 Stater Bros. Markets 25.49 52418 09/24/2009 Stephanie Nixon 21.52 52493 09/24/2009 Steven Andrews Engineering 600.00 52495 09/24/2009 Tetra Tech, Inc. 589.49 52496 09/24/2009 The Bee Man 175.00 52039 07/23/2009 Timothy Tivenan -5.79 52497 09/24/2009 Underground Service Alert 174.00 52498 09/24/2009 United Industries 253.54 52499 09/24/2009 Walters Wholesale Electric Co. 91.08 52500 09/24/2009 Wells Supply Co 13,677.62 52501 09/24/2009 Westside Building Material 325.87 52421 09/24/2009 William Kim 114.79 52502 09/24/2009 Wolverine Fence Co. Inc. 40,800.00 52503 09/24/2009 Xerox Corporation 2,812.16 52504 09/24/2009 Yorba Linda Hardware 91.40 Total $1,435,287.36 September 24, 2009 CHECK NUMBERS: Void Check 52039 $ (5.79) Computer Checks 52417— 52514 $ 743,172.46 Void Checks 52459 TO 52465 52475 and 52477 WIRES: W -91109 Bank of America $ 147.59 W -91409 MWDOC $ 656,324.10 W -92409 1St Enterprise Bank $ 35,649.00 $ 692,120.69 TOTAL OF WIRES AND CHECKS $ 1,435,287.36 PAYROLL NO. 18 (including ADP checks): DISTRICT CHECK NUMBERS: Manual Checks 4355 TO 4359 $ 225,959.19 -------------------------------------------------------------------------------------------------------------------- TOTAL: $ 1,661,246.55 ------------------------------------------------------------------ ------------------------------------------------------------------ APPROVED BY THE BOARD OF DIRECTORS MINUTE ORDER AT BOARD MEETING OF SEPTEMBER 24, 2009 ------------------------------------------------------------------ ------------------------------------------------------------------ TOTAL DISBURSEMENTS ARE DISTRIBUTED TO THE FUND ACCOUNTS AS FOLLOWS: WATER $1,070,178.09 SEWER $ 27,168.89 I D# 1 $ 205, 706.94 I D# 2 $ 358,192.63 TOTAL: $ 1,661,246.55 Meeting Date: To: From: Presented By: Prepared By: Subject SUMMARY: AGENDA REPORT September 24, 2009 Board of Directors Ken Vecchiarelli, General Manager Steve Conklin, Engineering Manager Budgeted: Total Budget: Cost Estimate: Funding Source: Account No: Job No: Dept: Reviewed by Legal: Joe Polimino, Project Engineer CEQA Compliance: ITEM NO. 6.3 Yes 2.3M 2.3M ID No. 1 GO Bonds 301 -2700 200710 Engineering N/A Exempt Progress Payment Number 3 for the Zone Reconfiguration Project � The Zone Reconfiguration Project will result in improved water pressure to approximately 800 homes in Pressure Zone 3. The project includes construction of approximately 8,500 feet of pipe and appurtenances and was awarded to Ken Thompson, Inc. for $1,099,000. STAFF RECOMMENDATION: That the Board of Directors approve Progress Payment No. 3 in the net amount of $166,070.52 to Ken Thompson, Inc. for construction of the Zone Reconfiguration Project, Job No. 200710. DISCUSSION: In accordance with the contract documents, Ken Thompson, Inc. submitted a request for Progress Payment No. 3, in the amount of $184,522.80 for completed work through August 31, 2009. During this period, the contractor installed approximately 2600 L.F. of PVC pipeline in Paseo De Las Palomas and Yorba Linda Blvd. Gate valve and blow -off piping installations continued at various locations and some base paving has been performed. The status of the construction contract with Ken Thompson, Inc. is as follows: • The current contract is $1,099,000.00 and 200 calendar days starting May 4, 2009. • If approved, Progress Payment No. 3 is $184,522.80 (16.8% of the total contract amount), less 10% retention of $18,452.28 for a net payment of $166,070.52. • Total payments to date including retention are $642,378.18 (58.5% of the total contract amount). • As of August 31, 2009, 120 calendar days were used (60.0% of the contract time). District Staff reviewed the contractor's progress payment and recommend approval. A copy of Progress Payment Number 3 is attached for your reference. PRIOR RELEVANT BOARD ACTION(S): On September 13, 2007, the Board of Directors authorized staff to modify the Current Five Year Plan Capital Improvement Projects List and the Adopted Budget for Fiscal Years 2007 -2009 by adding the Zone 4 Reconfiguration Project for the Twin Peaks Area of East Lake Village. On February 12, 2009, the Board of Directors authorized the President and Secretary to award a construction contract with Ken Thompson, Inc. in the amount of $1,099,000.00 for construction of the project. The Board of Directors has approved 2 Progress Payments to date, the most recent of which was approved on August 27, 2009. ATTACHMENTS: Description: Type: Ken Thompson Progress Pay Report 3.pdf KTI Progress Pay Report 3 Backup Material YORBA LINDA WATER DISTRICT PROGRESS PAY REPORT PROJECT Zone Reconfiguration Project PROGRESS PAY REQUEST NO. 3 LOCATION Yorba Linda, CA PROJECT NO. 200710 PAGES 1 OF 1 PAGES CONTRACTOR Ken Thompson, Inc. DATE 09/08/49 ORIGINAL CONTRACT AMOUNT $1,099,000.00 AUTHORIZED CHANGE ORDERS $0.00 REVISED CONTRACT AMOUNT 1,099,000,00 PROGRESS PAY ESTIMATE FOR PERIOD 08101109 TO 08131/09 APPROVED TIME EXTENSIONS PREVIOUS THIS MONTH TO DATE VALUE OF WORK COMPLETED $457,855.38 $184,522.80 $642,378.18 CHANGE ORDER WORK COMPLETED $0.00 $0.00 $0.00 TOTAL VALUE OF WORK COMPLETED $457,856,38 $184,522.80 $642,378.18 LESS RETENTION 10% -$64,237.82 LESS OTHER DEDUCTIONS Electronic Wire Fees $0.00 NET EARNED TO DATE $578,140.36 LESS AMOUNT PREVIOUSLY PAID $412,059.84 BALANCE DUE THIS ESTIMATE $166,070.52 NOTICE. TO PROCEED May 4, 2009 COMPLETION TIME 200 CALENDAR DAYS APPROVED TIME EXTENSIONS 0 CALENDAR DAYS TOTAL CONTRACT TIME 200 CALENDAR DAYS TIME EXPENDED TO DATE 120 CALENDAR DAYS TIME REMAINING 80 CALENDAR DAYS REQUESTED BY: ` Ae � Behzad Basin, Project Manager,,Ken Thompson, Inc. i RECOMMENDED,' BY: Jesus Sosa, ffispq6tor, YLWD APPROVED BY: Steve Conklin, Engineering Manager, YLWD DATE: 09/08109 DATE: DATE: Meeting Date: To: From: Presented By: Prepared By: Subject SUMMARY: AGENDA REPORT September 24, 2009 Board of Directors Ken Vecchiarelli, General Manager Steve Conklin, Engineering Manager Budgeted: Total Budget: Cost Estimate: Funding Source: Account No: Job No: Dept: Reviewed by Legal: Joe Polimino, Project Engineer CEQA Compliance: ITEM NO. 6.4 Yes $9,000,000 $9,000,000 ID No. 2 GO Bonds 401 -2700 200028 Engineering N/A MND Progress Payment No. 4 for Construction of the Hidden Hills Reservoir Project The Notice to Proceed for the Hidden Hills Reservoir Project was issued May 11, 2009. Work includes the construction of a 2.0 million gallon buried concrete reservoir, upgrades to the Santiago Booster Pump Station, an all weather access road and pipeline appurtenances for the reservoir site. The successful low bidder was Pacific Hydrotech Corporation. STAFF RECOMMENDATION: That the Board of Directors approve Progress Payment No. 4 in the net amount of $321,021.00 to Pacific Hydrotech Corporation for construction of the Hidden Hills Reservoir Project, Job No. 200028. DISCUSSION: In accordance with the contract documents, Pacific Hydrotech Corporation submitted a request for Progress Payment No. 4, in the amount of $356,690.00 for completed work through August 31, 2009. During this period, the contractor finished installation of sump floors, and began forming and pouring sump walls. Inlet, outlet and various other piping and encasements were completed for both reservoir bays. Rebar installation began for the reservoir floor slab in both bays. The status of the construction contract with Pacific Hydrotech Corporation is as follows: • The current contract is $5,012,458.00 and 400 calendar days starting May 11, 2009. • If approved, Progress Payment No. 4 is $356,690.00 (7.1 % of the total contract amount), less 10% retention of $35,669.00 for a net payment of $321,021.00. • Total payments to date including retention are $1,261,970.00 (25.2% of the total contract amount). • As of August 31, 2009, 113 calendar days were used (28.3% of the contract time). Staff and Butier, the District's construction manager for the project, have reviewed the contractor's progress payment and recommend approval. A copy of Progress Payment No. 4 is attached for your reference. PRIOR RELEVANT BOARD ACTION(S): The Board adopted a Negative Declaration for the Hidden Hills Reservoir project on February 12, 2004. On November 9, 2004, the Board authorized execution of an agreement with Carollo Engineers for design of project. This agreement was amended by Board action on November 22, 2005, adding design of the Santiago Booster Station Upgrades and again on October 26, 2006 for additional services required to complete the plans and specifications. Construction bids were received and a construction contract in the amount of $5,012,458 was awarded to the low bidder, Pacific Hydrotech Corporation on March 12, 2009. The Board has approved three progress payments to date for this project, the last which was approved August 27, 2009. ATTACHMENTS: name: Description: Type: Pacific _Hydrotech _Progress _Pay Report_4.pdf Pacific Hydrotech PPR 4 Backup Material 7 CRP.,,A LINDA VVA'rER DISTRICT PROGRESS PAY REPORT PROjECT Hidden Hills Reservoir PROGRESS PAY REQUEST NC. 004 LOCATION Yorba Linda, CA PROJEC'T NO, J-200028 PAGF_ I OF I PAGES CONTRACTOR Pacific Hydrotech__.__ DATE Au _cust 3., 2009 ORIGINAL CONTRACT AMOL)NET: AUTHORIZED CHANG,=- ORDERS REVISED CON-1:RAC7 ANIOUNT, S 5,012,458.00 - 0.00 m, PAY ESTIMATE FOR PERIOD August 1, 2009 T C FRI---vious TH.15 MONTH VALUE OF %v'CRK COMPLETED CHANGE ORE- ` NORK'COMPLETED TOTAL VALUE 07',.'0RK COMPLETED LESS RETENTION ­'�.' LESS OTF,'-,? . -,F: L.;TIONS NET EARNED T TE LESS AMOUNT PR7`,,'1OU8LY PAID BALANCE DUE Ti=z3 HSTIMATE CONTRACT TIME EXPENDED TO DATE TIME RFMATNIN�-� 905,280,00 FoctronicWire Fees 400 CALENDAR DAYS 113 CA'.FNDAR DAYS 287 CALENDAR DAYS REQUESTED BY. DATE-. APPROVED BY; DATE: Slove,)Nhite, onstnidon Manager, Butier Engineering APPROVED BY: DATE; 5tevt Conklin, Engineering Manager, YLWD —, 31, 2009 TO DATE 1.261.E 1,261,970.00 126,197.00 80.00 1,135,773.00 814,752.00 321.021.00 Meeting Date: To: From: Presented By: Prepared By: Subject: SUMMARY: AGENDA REPORT September 24, 2009 Board of Directors Ken Vecchiarelli, General Manager Budgeted: Total Budget: Cost Estimate: Funding Source: Account No: Gina Knight, Human Resources Dept: Manager Reviewed by Legal: Amelia Cloonan, Personnel CEQA Compliance: Technician ITEM NO. 6.5 Yes $219,600 $166,522 Water Operating Fund 7020 - 0690 -00 Administration No N/A ACWA /JPIA General Liability Insurance Deposit Premium October 1, 2009 through September 30, 2010 and Retrospective Allocation Point In accordance with the District's Risk Management Policy, staff is required to present all insurance premiums to the Board of Directors for approval. Attached for the Committee's review is ACWA/JPIA's general liability insurance deposit premium for the period October 1, 2009 through September 30, 2010. The District's total deposit premium is $166,522. In 2008, the Districts premium was $244,389. In 2007, the District's premium was $251,819. The deposit premium is due September 1, 2009 but must be paid or postmarked by September 30, 2009. STAFF RECOMMENDATION: That the Board of Directors approve the ACWA/JPIA General Liability Insurance deposit premium for the policy year October 1, 2009 through September 30, 2010 in the amount of $166,522 and continue with the Retrospective Allocation Point of $25,000. COMMITTEE RECOMMENDATION: The Personnel -Risk Management Committee discussed this item at its meeting held September 14th and supports staff recommendation. DISCUSSION: Each August, the District receives the liability insurance premium from JPIA for the upcoming policy year. The deposit premium is for the period October 1, 2009 to September 30, 2010. This year's deposit premium is 31.87% lower than last year's premium. The main reason for the decrease in rates is due to the District's e -mod factor decreasing. In this premium year, the e -mod factor is 0.9030 whereas last year the e -mod factor was 1.290. JPIA calculates the e -mod using three consecutive years worth of losses. The three -year period moves each year, with the earliest year dropping off and a new year coming on. Therefore, a particular loss will affect the e -mod calculation for a total of three years. Losses below $15,000 or the Retrospective Allocation Point (hereinafter referred to as a "deductible "), whichever is less, are not used in the e -mod calculation. In addition, all losses are capped at $75,000. The District's deductible is $25,000. The deductible is that portion of the loss for which the District is ultimately responsible. It also designates the point at which the District begins to participate in the pooled losses. When the retrospective premium adjustment is calculated (45 months after the first coverage period), all losses and portions of losses are deducted from the deposit premium. The remaining losses go into the pool and are shared by all of the members of the program. Each member is charged a proportionate share of the total losses in the pool according to its deposit premium. Adjustments continue annually thereafter until all claims in the pool for that specific policy year are closed. Finally, if the costs are below the deposit premium, a credit is applied to the District's retrospective premium adjustment fund. If the costs exceed the premium, a debit is applied against the retrospective premium adjustment fund. The retrospective premium adjustment fund was created in 1999 to stabilize retrospective premium adjustments and reduce or eliminate billing members for prior policy years by banking member refunds. The funds are used to offset any amounts due to the member for the prior years. The retrospective premium adjustment fund was established with a cap of 50% of the basic premium. Once a member's fund balance exceeds 50% of its deposit premium, the difference is refunded to the member. The District will not receive a refund this year. The District has the option of increasing the deductible from $25,000 to $50,000 or $100,000. Staff does not recommend changing the RAP, since it is extremely difficult to predict the number of future claims that may be filed against the District and other agencies. The minimum deductible is financially safer if an agency experiences a high frequency of losses. The District identified $219,600 in the Fiscal Year 2009 -10 adopted budget for the liability insurance premium. All of the worksheets and backup data are on file and available for review in the office of the General Manager. PRIOR RELEVANT BOARD ACTION(S): The annual liability insurance deposit premiums are presented to the Board of Directors each August /September. The Board of Directors approved the current liability insurance premium on September 11, 2008. ATTACHMENTS: Description: Type: ACWA /JPIA Liability Program Deposit Premium for Document.pdf Backup Material 10/1/09-10 RECEIVED AUG ._. 3 2009 JCTNT T'()tiVTRS The enclosed Liability Program Deposit Premium Invoice is due and Operations Officer TO' Liability Program Members FROM: David deBernardi, CPA 5620 Blr< ",, c strQct Director of Finance sui[L� 200 c ; Rll,1 DATE: July 31, 2009 C'A 9610-7632 me at 800-231-5742 or e-mail me at ddebernardi @acwajpia.com. I,l unc SUBJECT: Liability Program Deposit Premium for PY 10/1109 -10 91 r,.�,5.7ti00 ii[Hl?31.�742 loschli Dori Enclosed is your agency's invoice for its share of the Liability Program's dilcci I'r' deposit premium. Please note that your premium may be different from �rlri.�.� .7xia prior years based on changes in your payroll and claims experience. f:.Cr..� Icrrl�" C �ladhach The ACWAIJPIA Liability Program is the largest of the pooled Pau] Kcfcv programs with 284 members and deposit premiums exceeding $15.8 million. The Vs'.L7. "Bill" ]tinuls„n Liability Program continues to perform very well. lrws 11.sell stjpix.currr President Beginning with the 1011106 -07 policy year, each member's Retrospective Gars 13:1ri " €'` Allocation Point (RAP) is automatically set to the minimum based on their Basic Premium. The RAP is used in the Retrospective Premium Vice President Adjustment process to calculate each member's share of their own :r,ar, U. riiiiic,taXl claims that are allocated directly to the member; the remainder is shared by the total membership. If you wish to select a higher RAP, you must C. Bier $ :.crntil e €D,Iiccr do so prior to September 30, 2009. f):1rrRa 1:. l�ltkli The enclosed Liability Program Deposit Premium Invoice is due and Operations Officer payable September 1 er a 2009. Payments postmarked after September 30, 2009, will be subject to a late payment penalty plus interest. lur3itnr ,rC'on! roller• }.Irlilrr 13rrcrii� If you have any questions or need additional information, please contact I'.Y CCil111�(! Comm 3i[E'L' me at 800-231-5742 or e-mail me at ddebernardi @acwajpia.com. l$crlr .f, I1 ?esliirr "iCS i3:iriliISICi' `Loin Ciiyuct loschli Dori ,Irian C. 1 iliri4e:in Mary M. L iib"orl f:.Cr..� Icrrl�" C �ladhach Pau] Kcfcv Vs'.L7. "Bill" ]tinuls„n [.nu kcinkcns ! ?'�.;•trr;.v•s ?raj? r�j7'1rJ,Jrr fl errs . .1),� i1r ,. .� ASSOCIATIONrOF CALIFORNIA WATER AGENCIES SURANCE AUTHORITY AUTO and GENERAL LIABILITY PROGRAM FOR POLICY YEAR 10/1/2009-101112010 Member # Y002 Yorba Linda Water'Cfistrict P.O. Box 309 Yorba Linda, CA 92885 -0309 Invoice Date: 01/3012009 DESCRIPTION- Deposit Premium for the 101112009 -2010 Policy Year $166,527.00 (Due on September 1, 2009) WILL BE DELINQUENT AND SUBJECT TO PENALTY AND INTEREST CHARGES, IF NOT PAID OR POST MARKET} BY SEPTEMBER 30, 2009 PLEASE MAKE CHECK PAYABLE TO: ACWAIJOINT POWERS INSURANCE AUTHORITY ACVVAJO|NT POWERS INSURANCE AUTHORITY LIABILITY PROGRAM E-MOD/PREK8/UW1 CALCULATION WORK SHEET AT 7/3012009 Yorbm Linda Water Oisthct 101112009-2010 ANNUAL ESTIMATED PAYROLL: $4,936,285 LOSSES FOR PERIOD 1&n/2O85THRU9/3O/2OO8 RETRO ALLOCATION POINT: $25,000 AMOUNT USED /w CLAIMS OVER s-MOD oALo YEAR CLAIM # TOTAL Loom RAP RAP (or $15,nou)~ (Capped eu$r0000) 1011120D5-2006 06-7645 $9.367,64 $25.000 $0-00 /o/l/2005-2006 07'8350 m53.400.63 $25,000 $53.400.63 $ou*ooeo 101112008'2007 or'omue $11,477.00 $25,000 so-00 n000 1011/2008'2007 07'8070 $e.918.10 Sun.uoo $000 m000 10/lo007'2008 08-9543 o291+,33 $zs»oo $0.00 so-00 1011/2007-20oo 09'0542 K82000 S25.000 $000 $000 101112007'2008 09-0883 $200*5.52 o25.000 $zo.ownse $oo�o4m�ne THREE YEAR LOSS TOTAL S1088*322 -- --- EXPERIENCE MODIFICATION FORMULA STEP 1 $2,250 + { Payroll x PIR Modifier x ( 7 I Log of Payroll 1 ) = Basic Premium $2,250 + { $4,936,285 x 0.079597 x { 7 1 15.412124 j } = $180,707 STEP 2 { Three Year Loss Total 1 3 } I Basic Premium = district Rate { $73.446 1 3 ) 1 $180,707 = 0.1355 STEP 3 District Rate I Average Rate = Unweighted Modification Factor 0.135479 1 0.150029 = 0.903019 STEP 4 Square root of t Basic Premium 1 $2,000,000 1 = Credibility Factor Square root of ( $180,707 ! $2,000,000 } = 0.3006 STEP 5 Credibility Factor x Unweighted Modification Factor } + ( 1.0 Credibility Factor ] _ E -MOD { 0.3006 x 0.9030 ) + { 1.0 0.3006 ) = 0.9700 DEPOSIT PREMIUM FORMULA STEP 1 Basic Premium x E_MOD = Gross Premium $180,707 x 0,9700 = $175,286 STEP 2 (3 Programs = 5.0()%) Gross Premium x Multiple Program Discount Factor = Deposit Premium + Adjustment = Adjusted Deposit Premium $175,286 x 0.95 = $166,522 + $0 = $166,522 THE MINIMUM RAP FOR THE PREMIUM SHOWN ABOVE IS $25,060 YOUR CURRENT RAP IS $25,000 IF YOU WISH TO SELECT HIGHER RAP, PLEASE CONTACT MEMBER SERVICES AMOUNT DERIVED BY DETERMINING THE LOWER OF THE CHOSEN RAP VS $15,000. IF `TOTAL LOSS" COLUMN EXCEEDS THIS FIGURE THEN THE TOTAL LOSS IS ENTERED HERE. Meeting Date: To: From: Presented By: Prepared By: Subject: SUMMARY: ITEM NO. 6.6 AGENDA REPORT September 24, 2009 Budgeted: No Total Budget: No Board of Directors Cost Estimate: Claim is under $25,000 Funding Source: Water Operating Fund Ken Vecchiarelli, General Account No: N/A Manager Job No: N/A Gina Knight, Human Resources Dept: Administration Manager Reviewed by Legal: No Amelia Cloonan, Personnel CEQA Compliance: N/A Technician Damage Claim Filed by Ruby Murdock The District received the attached claim seeking reimbursement for property related damages as a result of paint spilled on the roadway. STAFF RECOMMENDATION: That the Board of Directors reject the claim. COMMITTEE RECOMMENDATION: The Personnel -Risk Management Committee discussed this item at its meeting held September 14th and supports staff recommendation. DISCUSSION: Ms. Murdock claimed that during the week of June 1 st, she drove through blue paint that was spilled on the roadway at the intersection of Camino De Bryant and Brush Canyon. No cones were set up around the spill, which had occurred next to blue painted District "man holes" (District valve can lids). Ms. Murdock alleges that blue paint splattered along the driver side door, along the side of the car, under the wheel and on the tires. Ms. Murdock did not take pictures of the alleged damages to her vehicle. Ms. Murdock submitted an invoice from Mercedes Benz of Anaheim dated July 1, 2009 in the amount of $189.95 for detailing costs. Dave Barmer, District Sr. Maintenance Distribution Operator, reported there was a spill at that intersection approximately one year ago, that it was not a District spill and that the paint color is not that used by the District for valve covers. Mr. Barmer further reported that the District uses only spray cans to paint the valve covers blue. Furthermore, no District employees or crews were working at that intersection turning valves during or around the first week of June 2009. Staff has reviewed the submitted claim and the internal report and recommends the claim be rejected as there is no corroboration between the timing of the incident identified in the claim and the District's maintenance work in the area of the alleged incident. ATTACHMENTS: Name: Description: Damage Claim_ Murdock_091109.pdf Damage Claim Type: Backup Material PLEASE CONTACT YLWD RECORDS DIVISION FOR THIS ATTACHMENT (714) 701-3101 records@ylwd.com .,.�,•;,, ITEM NO. 6.7 AGENDA REPORT Meeting Date: September 24, 2009 Budgeted: N/A To: Board of Directors Funding Source: N/A From: Ken Vecchiarelli, General Manager Presented By: Gina Knight, Human Resources Dept: Administration Manager Reviewed by Legal: No Prepared By: Gina Knight, Human Resources CEQA Compliance: N/A Manager Subject: Damage Claim Filed by Gary Hombs SUMMARY: The District received the attached claim seeking reimbursement for clearing a blockage in a private sewer lateral and for anticipated expenses related to replacement of approximately 40 feet of clay pipe on a private property. STAFF RECOMMENDATION: That the Board of Directors reject the claim. COMMITTEE RECOMMENDATION: The Personnel -Risk Management Committee discussed this item at its meeting held September 14th and supports staff recommendation. DISCUSSION: On August 31, 2009, the District received a claim from Mr. Gary Hombs requesting reimbursement of $150.00 for expenses incurred to clear a blockage in the sewer lateral between the main sewer and claimant's property line, plus $4,500.00 for anticipated expenses to replace 40' of clay pipe from his house to the property line for a total of $4,650.00. The claimant experienced a back up in his sewer line that caused sewage to backflow up into his shower. The claimant contacted a plumbing company to clear the blockage. According to the attachments submitted by the claimant, the drain was inspected with a camera after the blockage was removed and the video inspection revealed a hole in the clay pipe. The claimant alleges that because there is now a hole in the clay pipe, it is reasonable to expect there will be continued problems in the future. The Claimant also stated that he is the current and original property owner since 1972, and that the hole or defect must have existed since that time. The Claimant is alleging the hole was caused by poor workmanship during construction and that it was missed by city and or District inspectors. Staff investigated the claim and discovered Mr. Hombs had contacted the District on August 14, 2009. A service call resulted and a Customer Service Report was completed. The customer complaint focused on the sewer stoppage and determining if the District's sewer system was causing the blockage. The call was assigned out and resulted in an inspection conducted by YLWD maintenance staff who reported the sewer stoppage was on the customer's line. The District's sewer main was inspected and found to be flowing fine. According to the District's Sewer Rules and Regulations under Section 10.11: The customer shall maintain in an operating condition and at his own expense each of the house connections. However, in the event of breaks in the pipe of said service connection or connections, the District shall repair or have repaired said service connection or connections and shall then bill the appropriately responsible party or agency for the repair of said service connection or connections. Based on the investigation and the documents submitted by the claimant, staff recommends the claim be rejected. PRIOR RELEVANT BOARD ACTION(S): The Board of Directors reviews all claims not settled by staff. Any claims and accompanying staff reports are presented to the Board of Directors for consideration as they are received. ATTACHMENTS: Description: Type: Damage Claim Backup Gary Hombs_091409.pdf Claim Form and Receipt Hombs Backup Material PLEASE CONTACT YLWD RECORDS DIVISION FOR THIS ATTACHMENT (714) 701-3101 records@ylwd.com ITEM NO. 6.8 AGENDA REPORT Meeting Date: September 24, 2009 Budgeted: N/A Total Budget: N/A To: Board of Directors Cost Estimate: N/A Funding Source: N/A From: Ken Vecchiarelli, General Account No: N/A Manager Job No: N/A Presented By: Ken Vecchiarelli, General Dept: Administration Manager Reviewed by Legal: N/A Prepared By: Annie Alexander, Executive CEQA Compliance: N/A Secretary Subject: ACWA Region 10 Election of Officers and Board Members for 2010 -2011 Term SUMMARY: ACWA's ten regions were established to provide geographic balance and representation by its membership throughout the state. Region 10 encompasses both Orange and San Diego counties and its board members are elected to represent the issues, concerns and needs of this region. The District is entitled to cast one vote for each of the Region 10 positions (Chair, Vice Chair and five members of the Board). STAFF RECOMMENDATION: That the Board of Directors nominate the following individuals as ACWA Region 10 candidates for election: Candidate for Chair: Saundra Jacobs, Santa Margarita Water District Candidate for Vice Chair: Keith Lewinger, Fallbrook Public Utility District Candidates for Board Members: Jan Debay, Orange County Water District Saundra Jacobs, Santa Margarita Water District Darrell W. Gentry, Vallecitos Water District Richard L. Vasquez, Vista Irrigation District COMMITTEE RECOMMENDATION: The Executive - Administrative - Organizational Committee discussed this item at its meeting held September 15th and recommended nomination of the individuals listed in the staff recommendation. DISCUSSION: The Region 10 Chair and Vice Chair will serve on ACWA's Board of Directors for the next two year term of office beginning January 1, 2010. Additionally, the newly elected Chair and Vice Chair will make the Region 10 committee appointment recommendations to the ACWA President for the 2010 -2011 term. Also, either the Chair or Vice Chair will hold a seat on the ACWA Finance Committee. The Region 10 ballot is attached and includes the individuals recommended by the Region 10 Nomination Committee or an option to vote for individual candidates for Chair, Vice Chair and five members of the Board. The appropriate voting delegate for our agency must complete the ballot. The Board President must then sign the ballot indicating approval of the ballot. The completed ballot will need to be returned to ACWA by September 30, 2009. PRIOR RELEVANT BOARD ACTION(S): The District has participated in previous ACWA Region 10 elections. ATTACHMENTS: Description: Type: ACWA Region 10 Election.pdf Correspondence and Ballot Backup Material i�Uta 1 Association of California Water Agencies � 2009 4imt, fUfti August 7, 2009 TO: ACWA REGION 10 MEMBER AGENCY BOARD PRESIDENT FROM: TIFFANY GIAMMONA, ACWA REGIONAL AFFAIRS REPRESENTATIVE SUBJECT: REGION 10 ELECTION FOR THE 2010 -2011 TERM It is time to elect the 2010 -2011 ACWA Region 10 officers and board members who will represent and serve the members of Region 10. Enclosed, you will find the official ballot which includes the Region 10 Nominating Committee's recommended slate as well as individual candidates running for the Region 10 Board. Your agency is entitled to cast only one vote. Please review the enclosed ballot and have your agency's authorized representative cast its vote for the slate as recommended by the Region 10 Nominating Committee or cast its vote for a Region 10 chair, vice chair and three to five board members. Return the ballot to ACWA by SEPTEMBER 30, 2009* Attention: Katie Dahl, ACWA Region Coordinator Please e-mail to katied@acwa.c_om or fax to 916- 561 -7124 or mail to: Association of California Water Agencies 910 K Street, Suite 100 Sacramento, CA 95814 *Ballots received after September 30 will not be accepted. REMEMBER, YOUR VOTE IS IMPORTANT. Region 10 board members are elected to represent the issues, concerns and needs of your region. The Region 10 chair and vice chair will serve on ACWA's board of directors for the next two year -term of office beginning January 1, 2010. Additionally, the newly elected chair and vice chair will make the Region 10 committee appointment recommendations to the ACWA president for the 2010 -2011 term. Also, either the chair or vice chair will hold a seat on the ACWA Finance Committee. If you have questions, please contact me at tiffanyg @acwa.com or call me at 916- 441 -4545. Thank you for your careful consideration and participation in the Region 10 election process. Enclosure: ACWA Region 10 Ballot Association of California Water Agencies ')to K Street, Suite 100 , Sa( rOnIfIlk). CaIitornla 97)814- 916/441 -4545 1Av () 16/32 5-4849 Hall of the States 400 N. Cai.,itoI St- NNV, Sinte 15)7 So LA11, Washington, C).C. 200 01-1 S 1' 2 02/434 -47601 FNv 20 Ar 4- 47t1.i www.acwa.com Association of California Region 10 Nominating Committee's Water Agencies Recommended Slate Arivc�c.ac� ❑ I concur with the Region 10 Nominating Committee's Inform t;on recommended slate below. Chair: Peer Swan, Irvine Ranch Water District Please return completed ballot Vice Chair: by September 30, 2009 Keith Lewinger, Fallbrook Public Utility District E -mail: katied @acwa.com Board Members: Fax: 916- 551 -7124 Jan Debay, Orange County Water District Mail: ACWA Saundra Jacobs, Santa Margarita Water District 910 K Street, Suite 100 Darrell W. Gentry, Vallecitos Water District Sacramento, CA 95814 Richard L. Vasquez, Vista Irrigation District Region 10 Individual Board Candidate Nominations General Voting Instructions: I do not concur with the Region 10 Nominating Committee's 1. Please complete your agency recommended slate. I will vote for individual candidates information. The authorized below as indicated. representative is determined by your agency in accordance Candidates far Chair: (Choose ae) C n with your agency's policies and Saundra Jacobs, Santa Margarita Water District procedures. Region 10 Rules El Peer Swan, Irvine Ranch Water District and Regulations "require the Candidates for Vice Chair: (Choose one) Board President's signature ❑ Darrell W. Gentry, Vallecitos Water District for approval." 9( Keith Lewinger, Fallbrook Public Utility District 2. You may either vote for C didates for Board Members: (Max of 5 choices) YJan the slate recommended by Debay, Orange County Water District the Region 10 Nominating Saundra Jacobs, Santa Margarita Water District Committee or vote for Darrell W. Gentry, Vallecitos Water District individual region board Peer Swan, Irvine Ranch Water District members. Please mark the Richard L. Vasquez, Vista Irrigation District appropriate box to indicate your decision. Yorba Linda Water District AGENCY NAME AUTHORIZED REPRESENTATIVE BOARD PRESIDENT SIGNATURE September 24, 2009 DATE ITEM NO. 6.9 AGENDA REPORT Meeting Date: September 24, 2009 Budgeted: N/A Total Budget: N/A To: Board of Directors Cost Estimate: N/A Funding Source: N/A From: Ken Vecchiarelli, General Account No: N/A Manager Job No: N/A Presented By: Ken Vecchiarelli, General Dept: Administration Manager Reviewed by Legal: N/A Prepared By: Annie Alexander, Executive CEQA Compliance: N/A Secretary Subject: ACWA Committee Appointment Nominees for 2010 -2011 Term SUMMARY: Committees are an integral part of ACWA's activities and policy development. The end of the current committee term is in December 2009 and ACWA has requested nominations from its membership. STAFF RECOMMENDATION: That the Board of Directors nominate William R. Mills, Director, for appointment to the ACWA Groundwater Committee and Arthur G. Kidman, Legal Counsel for appointment to the ACWA Legal Affairs Committee. COMMITTEE RECOMMENDATION: The Executive - Administrative - Organizational Committee discussed this item at its meeting held September 15th and supports staff recommendation. DISCUSSION: ACWA has requested nominations for consideration for upcoming committee appointments for the 2010 -2011 term. Attached are descriptions of each of the committee's purposes and responsibilities including the number and location of meetings held each year. Current committee members must stand again for reappointment by completing and submitting to ACWA the attached committee consideration form by September 30, 2009. Compensation for Directors is set at $150 per meeting with a limit of 10 meetings per month. Directors and staff will be reimbursed for actual costs to attend activities not to exceed: $750 for round trip travel, $400 per night for lodging, $50 per day for meals and $50 per day for actual and necessary expenses. Costs will vary according to the ACWA committee selected and location and frequency of committee meetings. PRIOR RELEVANT BOARD ACTION(S): Director Mills is currently serving on the ACWA Groundwater Committee and Mr. Kidman on the ACWA Legal Affairs Committee. ATTACHMENTS: Description: Type: ACWA Committee Nominations.pdf Correspondence Backup Material Association of California Water Agencies Sim v 1010 l ) �u August 4, 2009 TO: MEMBER AGENCY BOARD PRESIDENT'S MEMBER AGENCY GENERAL MANAGER'S FROM: GLEN PETERSON, ACWA PRESIDENT RECEIVED AUG 1 1 2009 YORBA LINDA WATER DISTRICT SUBJECT: ACWA COMMITTEE APPOINTMENT NOMINEES FOR THE 2010 -2011 TERM PLEASE RESPOND BY SEPTEMBER 30, 2009 Committees are an integral part of ACWA's activities and policy development. The end of the current committee term is fast approaching and it is time again to request committee nominations from ACWA members. New officers (President/Vice President) will be elected at the fall conference, so it is time to prepare to reconstitute all committees for the 2010 -2011 term. In submitting names for consideration, please do so with the understanding that committees need active, involved individuals able to expend the time and provide their expertise if appointed. Please keep in mind, that the district is responsible for all costs associated with the participation of their representative on committees. An important part in helping committees to be as effective as possible is attendance. ACWA's bylaws state, "Two consecutive, unexcused absences from an ACWA limited committee shall constitute a resignation and a replacement will be named as soon as possible." Also, those with a record of repeated, excused absences will be reviewed and considered for replacement. The following information is enclosed in this packet. • Current agency committee representation (if you receive a blank report, this indicates your agency has no committee representation) • Committee attendance records (only for limited committees) • Summary of ACWA's Committee Purposes and Responsibilities • Committee consideration form (before you begin, please make extra copies) Association of California Water Agencies 910 K Street, Suite 100, Sacramento, CaIiforni, 16814 -3577 916/441 -4545 I-Ax 916/325-4849 Hall of the States 400 N, Capitol St., N.W., Suite 357 South, Washington, D.C. 20001 -1512 202/434 -4760 rAx 202/434 -4763 www.acwa.com Committee Appointments Page 2 • Sample committee consideration form • Committee Timeline All correspondence and forms regarding committee appointments must be in the ACWA office no later than September 30, 2009 to be eligible for consideration. Please contact Kelly Smith at (916) 441 -4545 or kellys@acwa.com, if you have any questions concerning the committee appointment process. We appreciate your timely attention to this matter. Enclosures GP:ks Association of Standing and Regular Committee Participation by Agency California Water Agencies 5rme 1910 ! vafier� hip Afld� is ;icy inf:ymi;i1i[)n Yorba Linda WD Mr. Arthur G. Kidman Legal Affairs Committee Member Mr. William R. Mills, Jr. Groundwater Committee 07/2312009 10:34;42AM Member ACWA COMMITTEES PURPOSES AND RESPONSIBILITIES COMMUNICATIONS COMMITTEE - STANDmGlUmi ED MEETINGS ARE HELD 4 TIMES A YEAR • One at both the Fall and Spring conferences • One at the Sacramento office between conferences • One at a member agencies site between conferences The purpose of the ACWA Communications Committee is to develop and make recommendations to the Board of Director's and association staff regarding comprehensive internal and external communications /public affairs programs. Programs are crafted to support ACWA and its members' positions on legislative, regulatory, and policy issues. The committee is responsible for developing and updating a comprehensive communications plan for ACWA. The committee promotes the development and implementation of sound public information and education programs and practices among member agencies. It prepares materials that can be duplicated or used by member agencies for their local public information/education efforts. As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. The committee also provides guidance to ACWA's Communications Department. ENERGY COMMITTEE - STANDING/UNLwTED MEETINGS ARE HELD 2 TIMES A YEAR • One at both the Fall and Spring conferences The purpose of the Energy Committee is to work with staff in developing and making recommendations to the Board of Directors regarding: • Programs to assure an adequate power supply for member agencies, including energy, availability, pricing, distribution and hydro generation • Policy recommendations relating to the development of new power sources • Recommended positions regarding state and federal legislation to the State Legislative and Federal Affairs Committees • Assistance with the development, direction and work associated with representation before the Public Utilities Commission, the Federal Energy Regulatory Commission and other regulatory agencies dealing with energy • Educate members on all energy matters having impact on their operations ACWA COr mrrrEES PURPOSES AND RESPONSIBILITIES PAGE 2 FEDERAL AFFAIRS COMMITTEE - ,STANDING /LIMITED MEETINGS ARE HELD 4 TIMES A YEAR • One at both the Fall and Spring conferences • Two between conferences (Jan & Sept) in the Sacramento office The Federal Affairs Committee coordinates with other ACWA committees regarding their input on any issues directly related to federal issues before both Congress and the Federal administrative branches. As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. The committee currently has four separate subcommittees. Committee members have the opportunity to sign-up for as many of the subcommittees as they want, plus being supplemented by other members with interest in a focused area. The subcommittees with areas of responsibility are: • Federal Projects Subcommittee: Responsible for the oversight and policy direction for issues pertaining to the federal water projects in California. • Water Environment Subcommittee: Responsible for oversight and policy direction on the Clean Water Act, and agricultural drainage. • Water Supply Subcommittee: Responsible for oversight and policy direction on the Safe Drinking Water Act and Endangered Species Act. • Policy Subcommittee: Responsible for policy direction and recommendations to the ACWA Board of Directors between full Federal Affairs Committee meetings. It is comprised of the chairs of the various subcommittees. FINANCE COMMITTEE - STANDING/LIMITED MEETINGS ARE HELD APPROXIMATELY 4-5 TIMES A YEAR • One at both the Fall and Spring conferences • All other meetings are held in the Sacramento office The Finance Committee makes recommendations to the Board of Directors regarding annual budgets, investment strategies, annual audits and the selection of the auditor, the dues formula and schedules and other financial matters that may come before the committee. Each committee member will be expected to serve on at least one of the subcommittees, which are: • Audit Subcommittee • Budget Subcommittee • Investment Subcommittee • Revenue Subcommittee • Education Subcommittee ACWA COMMITTEES PURPOSES AND RESPONSIBILITIES PAGE 3 GROUNDWATER COMMITTEE - STANDING/UNLIMITED MEETINGS ARE HELD 4 TIMES A YEAR • One at both the Fall and Spring conferences • One in Northern California between conferences • One in Southern California between conferences The Groundwater Committee monitors state and federal regulations and legislation that could affect the quality or quantity of groundwater, conducts studies, develops policies regarding the management of groundwater and coordinates with other ACWA committees on issues directly related to groundwater. Committee members are expected to participate in a variety of activities including writing legislation, preparing comments for state or federal hearings on groundwater issues, developing programs for workshops and conferences, and providing input on state and federal legislation. As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. INSURANCE AND PERSONNEL COMMITTEE - STANDING/LIMITED MEETINGS ARE HELD 4 TIMES A YEAR • One at both the Fall and Spring conferences • One in April in the Sacramento office • One in July in Southern California The Insurance and Personnel Committee works with staff in developing, reviewing and making recommendations to the Board of Directors regarding the following: • All ACWA group insurance program offerings • Annual contract negotiations and renewal of all group employee benefit plans. • Sponsor special studies on insurance - related problems and issues • Sponsor safety programs for risk management or workers' compensation claims • Define the scope of any audit to be performed by an independent actuary, as needed • Gather, develop and publish comparative data on salary ranges, employee benefits and other personnel and administrative data pertinent to the management of member agencies LEGAL AFFAIRS COMMITTEE - STANDING/LIMITED MEETINGS ARE HELD APPROXIMATELY 2 -3 TIMES A YEAR • One at both the Fall and Spring conferences • As needed in between the conferences ACWA COMMITTEES PURPOSES AND RESPONmmrrms PAGE 4 LEGAL AFFAIRS COMMITTEE - CONTINUED The committee's primary purpose is to support the mission of the Association, and more particularly, to deal with requests for assistance involving legal matters of significance to ACWA member agencies, water rights matters, proposed ACWA bylaw revisions, etc. The committee also works with staff to produce publications to assist water agency officials in complying with applicable state and federal laws. The committee's areas of responsibility include: • Amicus curia filings on important cases • Commenting on proposed regulations and guidelines of state agencies such as Fair Political Practices Commission regulations or opinions and CEQA implementation guidelines • Entering a suit as primary litigant • Dealing with any water rights matters of interest to member agencies • Reviewing all proposed ACWA bylaws for technical competence and consistency with the nonprofit corporation law and other bylaws LOCAL GOVERNMENT COMMITTEE - STANDING/LIMITED MEETINGS ARE HELD 4 TIMES A YEAR • One at both the Fall and Spring conferences • Two in between the conferences in the Sacramento office The Local Government Committee: • Recommends policies to the State Legislative Committee and the Board of Directors on matters affecting water agencies as a segment of local government in California, such as planning issues and local government organization and finance • Plans and presents a program at each ACWA conference relating to local governance issues affecting water agencies • Gathers data and disseminates information on the value of special districts • Disseminates information promoting excellence in service delivery • As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. MEMBERSHIP COMMITTEE - REGULARIUNLIMITED MEETINGS ARE HELD 2 TEWES A YEAR • One at both the Fall and Spring conferences The Membership Committee takes any recommendation regarding ACWA policy to the ACWA Board of Directors for approval, meets to review and make recommendations regarding membership eligibility and all membership applications; assists the staff with the development of recruitment and retention programs and reviews and makes recommendations regarding an equitable dues structure to the ACWA Finance Committee. ACWA COMMITTEES PURPOSES AND RESPONSIBILITIES PAGE S STATE LEGISLATIVE COMMITTEE - STANDING /LIMITED MEETINGS ARE HELD APPROXIMATELY 10-I2 TIMES A YEAR Every three weeks during Session in the Sacramento Office One planning meeting at the end of the year in the Sacramento Office The State Legislative committee sets state legislative policy for the Associations. Committee members are responsible for reading relevant legislation, developing positions, working with staff to draft appropriate amendments to bills, providing input to the ACWA Board of Directors, and directing ACWA legislative staff on legislative matters. As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. WATER MANAGEMENT COMMITTEE - STANDINGILIMITED MEETINGS ARE HELD 4 TIMES A YEAR • One at both the Fall and Spring conferences • Two between conferences in the Sacramento office The purpose of the Water Management Committee is to work with staff in developing and making recommendations to the Board of Directors regarding policy and programs on significant areas of concern in water management, review and recommend positions regarding legislation and regulations as requested by other committees, select recipients of the Theodore Roosevelt Environmental Awards. The committee is also responsible for the gathering and dissemination of information regarding management of agricultural and domestic water, conjunctive use, water management and conservation activities, development and use of water resources, and wastewater treatment and its reclamation and reuse. As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. ACWA COMMITTEES PURPOSES AND RESPONSIBILITIES PAGE 6 WATER QUALITY COMMITTEE - STANDING/UNLIMITED MEETINGS ARE HELD BY SUBCOMMITTEES Safe Drinking Water Subcommittee meets 4 times a year • One at both Fall and Spring conferences • One in Northern California between conferences • One in Southern California between conferences Clean Water Subcommittee meets 3 times a year • One at both the Fall and Spring conferences Water Quality Committee was established to recommend policy and programs to the Board of Directors, State Legislative Committee and/or Federal Affairs Committee; promote cost effective state and federal water quality regulations affecting both agricultural and domestic water agencies; and provide a means for members to work together to develop and present unified comments on water quality regulations, as well as to coordinate with other organizations. The ACWA bylaws provide authority to the committee to develop and recommend ACWA positions and testimony on water quality regulatory issues. As a member of the committee, you will be enrolled as an active participant in ACWA's Outreach Program. COMMITTEE CONSIDERATION FORM ASSOCIATION OF CALIFORNIA WATER AGENCIES 910 K Street, Suite 100 Sacramento, California 95814 -3577 (916) 441 -4545 FAX (916) 554 -2324 This is NOT an address change form — any *Rank addresses, phone numbers or emails 1 =first choice entered on this form will not be changed in 2= second choice ACWNs database. 3 =third choice QUESTIONS? Please call Kelly Smith at ACWA (916) 4414545 RECOMMENDATION SUBMITTED BY: Agency/District Name Yorba Linda Water District SIGNATURE Phone 714- 701 -3021 Title General Manager Either the Agency /District General Manager or Board President must sign this form. NAME Please print legibly COMMITTEE z William R. Mills Groundwater Committee 1 Arthur G. Kidman Legal Affairs Committee 1 QUESTIONS? Please call Kelly Smith at ACWA (916) 4414545 RECOMMENDATION SUBMITTED BY: Agency/District Name Yorba Linda Water District SIGNATURE Phone 714- 701 -3021 Title General Manager Either the Agency /District General Manager or Board President must sign this form. ACWA COMMITTEE APPOINTMENT Process 1 Timeline Amu ST 7t" Committee Appointment Packets are sent to all Agency general managers, board presidents & Friends of ACWA contacts. The packet contains: ■ List of all agency staff, directors, associate / affiliate members currently serving on ACWA committees. ■ Committee descriptions, purposes / responsibilities. ■ Committee consideration form and sample for the 2010 -2011 term. ■ 2010 -2011 Committee consideration process/ timeline outline. 14 t Letters are sent to all current committee members notifying them of the process for reappointment to ACWA committees. Important note: all current committee members must stand again for reappointment by completing and submitting to ACWA a committee consideration form. ,SEPTEMBER, 30ei Deadline: All committee consideration forms must be submitted to ACWA. OCTOBER NOVEMB R 19th 16th - 27th DECEMBER 2nd 14th 31th JANUARY Committee Considerations are compiled and organized for recommendations by the new Region Chairs. Deadline: The Incoming Region Chairs / Vice Chairs will make their recommendations for committee appointments. They will meet with the Outgoing and Incoming Region Chairs / Vice Chairs for training, input and continuity of the committee process. Region recommendations are compiled and organized for the new ACWA President. Region committee recommendations are submitted to the incoming ACWA President and Vice President for their consideration. Deadline: for the ACWA President to complete committee appointments. ACWA sends official appointment letters to new committee members who will serve for the 2010 -2011 term. 5th ACWA sends letters to those not receiving an appointment to ACWA committees and places those individuals on a waiting list for possible future appointment as vacancies occur. ITEM NO. 6.10 AGENDA REPORT Meeting Date: September 24, 2009 Budgeted: N/A Total Budget: N/A To: Board of Directors Cost Estimate: N/A Funding Source: N/A From: Ken Vecchiarelli, General Account No: N/A Manager Job No: N/A Presented By: Ken Vecchiarelli, General Dept: Administration Manager Reviewed by Legal: N/A Prepared By: Annie Alexander, Executive CEQA Compliance: N/A Secretary Subject: Reschedule Board Meetings SUMMARY: On November 26 and December 24, the regularly scheduled Board of Directors meetings conflict with the Thanksgiving and Christmas Eve holidays, respectively. Staff recommends rescheduling these Board meetings to a different date. Director Armstrong has also requested that the Board consider rescheduling the meeting on October 22, 2009 to a different date. STAFF RECOMMENDATION: That the Board of Directors approve and authorize the General Manager to reschedule the Board meetings as follows: • Reschedule the Board meeting on November 26, 2009 to Wednesday, November 25, 2009 at 8:30 a.m. • Reschedule the Board meeting on December 24, 2009 to Wednesday, December 23, 2009 at 8:30 a.m. • Reschedule the Board meeting on October 22, 2009 to Wednesday, October 21, 2009 at 8:30 a.m. PRIOR RELEVANT BOARD ACTION(S): The Board of Directors makes changes occasionally to reschedule Board and Committee meetings that conflict with holidays, conferences or special events. AGENDA REPORT Meeting Date: September 24, 2009 Budgeted: Total Budget: To: Board of Directors Cost Estimate: Funding Source: From: Ken Vecchiarelli, General Account No: Manager Job No: Presented By: Steve Conklin, Engineering Dept: Manager Reviewed by Legal: Prepared By: Steve Conklin, Engineering CEQA Compliance: Manager Subject: Recycled Water Project Planning Study SUMMARY: ITEM NO. 7.1 Yes $1,800,000 $75,000 (Dist. share) Water Revenue Bond 101 -2700 200807 Engineering N/A N/A The District is pursuing a grant from the State Water Resources Control Board to fund up to 50% of the cost of a Water Recycling Facilities Planning Study. A grant application has been prepared which requires the inclusion of a resolution by the Board authorizing the application and acceptance of the grant. Copies of the grant application and draft resolution are attached for review and consideration. STAFF RECOMMENDATION: That the Board of Directors approve Resolution No. 09 -18 authorizing the General Manager and Assistant General Manager to file for a Water Recycling Facilities Planning Grant from the State Water Resources Control Board in the amount not to exceed $75,000. COMMITTEE RECOMMENDATION: The Planning- Engineering- Operations Committee discussed this item at its September 3, 2009 meeting and supports staff recommendation. DISCUSSION: At its July 2, 2009 meeting, staff briefed the Committee on a potential recycled water project being pursued by the City of Anaheim. The project would include a small -scale treatment plant that would treat wastewater from an adjacent sewer line, with the product water used for landscape irrigation in the vicinity of the civic center. It was noted that Anaheim received a grant from the SRWCB for the planning study for the project. The Committee asked staff to investigate a similar project for the District and pursue grant funding. Staff determined that grant funding is available to cover 50% of the cost of facilities planning, up to $75,000 as the state's share. Thereafter, staff completed a grant application and plan of study, and is requesting approval of the required resolution to accompany the application package. ATTACHMENTS: grant application form.pdf Recyc Wtr Draft PI of Study Aug09.pdf Description: Grant Application Plan of Study Type: Backup Material Backup Material 09 -18 - Resolution 09 -18 Resolution Authorization to File for State Water Resources Control Board Grant.doc State Water Resources Control Board Division of Financial Assistance Office of Water Recycling Water Recycling Facilities Planning Grant Application A. Applicant Information Agency Name: Yorba Linda Water District Street Address: 1717 E. Miraloma Ave, Placentia, CA 92870 Mailing Address 1717 E. Miraloma Ave, Placentia, CA 92870 Authorized Representative (Name/Title /Phone): Steve Conklin /Engineering Manager 714 - 701 -3102 Contact Person (Name/Title/Phone): Steve Conklin/Engineering Manager 714 - 701 -3102 B. Facilities Planning Study Information 1. Study Title: Water Recycling Facility Plan 2. Regional Water Quality Control Board: Region 8 3. Estimated Project Schedule: a. Study starting date: December 10, 2009 b. Submittal of draft facilities Ian: March 10, 2010 c. Submittal of final facilities plan: May 10, 2010 4. Plan of Study: Please submit a plan of study prepared according to the directions in the Water Recycling Funding Guidelines. (Label this as Attachment 1.) C. Study Budget 1. Total Study Cost: $150,000 2. Requested Grant Amount: $75,000 (The maximum grant is 50 percent of the total eligible study cost up to a maximum grant of $75,000.) 3. Funds for Cash Flow: The grant applicant is expected to have funds available to handle cash flow for the entire study cost, pending receipt of grant disbursements. Does the Agency have local funds on hand to cover the entire estimated study cost? X Yes ❑ No 4. Other Financial Assistance: Describe any other loans, grants, or other financial assistance being provided to the grant applicant to assist in this study —None D. Authorization Submit a certified copy of a resolution adopted by the governing body authorizing the application and acceptance of a grant from the Water Recycling Facilities Planning Grant Program. A model resolution is provided for your reference. (Label this as Attachment 2.) E. Certification and Signature of Authorized Representative I certify that the information in this application, including all attachments, is true and correct to the best of my knowledge and belief. I understand that updated information will be required to be submitted later. Signature: Date: Printed Name: Agency's Federal I.D. No.: 952078694 Hi Attachment 1 Yorba Linda Water District Plan of Study 1. Recycle Water Service Area Yorba Linda Water District (District) is an independent special district that provides water and sewer service to residents and businesses within its service area. The District's history dates back to 1909 when the privately owned Yorba Linda Water Company was formed. The present District was organized as the Yorba Linda County Water District (YLCWD) on January 2, 1959, as a result of a vote of local residents. Through 1959, the service area was largely rural in character with a small residential community at its center. In 1959, the service area covered 4,710 acres and the YLCWD provided service to 1,412 active connections. From 1959 through the mid- 1970's, YLCWD experienced a gradual transition from a rural, agriculturally oriented area to a suburban community. In 1978, YLCWD's Board of Directors agreed to annex lands to the east of then current boundaries that more than doubled YLCWD's size. The District is located in north Orange County, California. Figure 1.1 shows the District's service area within the county. The service area was originally located within an unincorporated area of Orange County, but it now lies mostly within the City of Yorba Linda (incorporated in 1967). In addition to serving the City of Yorba Linda, the District also provides water service to areas within the cities of Brea, Placentia, and Anaheim. In addition, the District's service area still includes some unincorporated county "islands." The area within the District's service area is about 14,500 acres. Plan of Study Page 1 STUDY AREA LA n YORE A " m. F+r LfNDA '= 91 ORANGE ORANGE BEACH �I HUNTINGTON BEACH ANA IRVINE NE4VPOR i , �\ 7. p BEADY cor®LLO 8n6117® @1•S DANA POINT - so ' SAN JUAN CAPISTRANO w SAN ` CLEMENT,- COUNTY FIGURE 1.1 VICINITY MAP YORBA LINDA WATER DISTRICT Plan Of Study Page 2 The District provides water for landscape irrigation to golf courses, parks and street medians throughout the service area. This water recycling facilities plan will identify which District customers can be beneficially served with recycled water. 2. Potential Source of Recycled Water There are no existing recycled water treatment facilities in or around the District. The Orange County Water District produces Title 22 recycled water in Fountain Valley for the purpose of direct reuse (i.e. recycled water for irrigation of golf courses, parks, street medians, agricultural, etc.), groundwater recharge and ocean water intrusion barrier. There are no plans for this recycled water to be used for other purposes within the Yorba Linda Water District service area. This water recycling facilities plan will investigate construction of a new water recycling facility. The water recycling facilities plan may recommend the diversion of raw wastewater from existing trunk sewer pipelines within the District into a new water recycling facility (i.e. scalping plant) to produce Title 22 recycled water within the District. The District has several sewer pipelines that may have enough flow to supply a small water recycling facility. 3. Current Wastewater Use Within its political boundary, the District owns and maintains nearly 150 miles of various diameter sewer pipes and one sewer lift station. This area serves about 11,786 single family, commercial, industrial and public school accounts, and 1,240 multiple dwelling units (condominiums, mobile homes, and apartments) for a total of about 13,206 services. Outside of its political boundary, the District also owns and maintains approximately 18 miles of sewer system in the "Locke Ranch" area. Here, there are about 1,565 single family, commercial, industrial and public school sewer connections. These customers receive their water service from the Golden State Water Company and pay for sewer service on their property tax bills. Sewer is collected within the District and delivered to the Orange County Sanitation District (OCSD) trunk sewer system. Sewer flows by gravity to OCSD's Reclamation Plant No. 1, which is located in the City of Fountain Valley, about 4 miles northeast of the ocean and adjacent to the Santa Ana River. The plant provides advanced primary and secondary treatment and supplies secondary- treated water to OCWD which further treats and distributes the water for various uses, including groundwater recharge, and operation of ocean water intrusion barrier system. Plan of Study Page 3 4. Sources of Recycled Water The District will evaluate diverting raw sewage to a new water recycling facility. The District operates sewer pipelines that may have sufficient flow to supply a treatment plant. al'T GF YGPBA �NDA GrtYbFitACENIA GN.bFNN� xmroswe GIry OF ANAHEIM co- of ORANGE YL�Vb WRYER SERVICE 0.9FA � vvRBn LINDA eiuo 5"' -,�" -r r f OR r L h Ah`6ET AvE LA PALMA AVE �V - FIGURE 2.2 WATER SERVICE AREA - vi -. -- vbNen--bsrn cr cara��o The potential study area will include the entire district service area. (see Figure 2.2). 5. Wastewater and Water Jurisdiction The District and City of Yorba Linda have jurisdiction over wastewater within the City. OCSD has jurisdiction of the sewer flow after it is delivered to its trunk sewer mains. The District provides potable water service to most of the City of Yorba Linda (see Figure 2.2). A small portion of the City is served by Golden State Water Company. The proposed new water recycling facility and potential distribution system will be entirely within the District's boundary. Plan of Study Page 4 6. Alternatives to be Evaluated The proposed water recycling facilities plan will analyze potential recycled water customers within the District and other alternative sources to supply a new water reclamation facility. The study will describe the benefits of decreasing groundwater extractions and decreasing imported water. The plan will include an economic analysis of alternatives. A new recycled water system will include a water recycling facility and distribution system. The water recycling facility can be contained within a building and the water quality will meet Title 22 standards. The analysis will identify the benefit to reduce groundwater pumping and imported water. The alternatives will evaluate the cost to treat, distribute and operate a water recycling facility and distribution system to supply specific customers. Water quality restrictions may require additional treatment for certain types of use and will be evaluated as part of the water recycling facilities plan. The water recycling facilities plan will evaluate the water quality requirements of existing customers and will determine if the water recycling facility can meet or exceed those water quality requirements. 7. Opportunities for Stakeholder Participation The District will evaluate potential recycled water customers and identify the best sources of supply. After completion of the water recycling facilities plan the District's Board will review and comment at a public meeting. Stakeholders will be notified of the draft water recycling facilities plan and will have the opportunity to comment. The District will also perform public outreach to potential recycled water customers recommended in the study. 8. Schedule The District plans to start the water recycling facilities plan immediately upon acceptance of this application. Listed below are the project milestones: • start water recycling facilities plan - December 10, 2009 • submit draft report- March 10, 2010 • submit final report- May 10, 2010 9. Potential Delays The District does not anticipate any potential delays to completing the water recycling facilities plan. The District will inform the OCSD and the OCWD of the proposed report and encourage their cooperation. 10. Roles and Responsibilities The District will contract with a qualified consulting engineering firm to develop the water recycling facilities plan. The plan will identify a location for the Plan of Study Page 5 treatment facility, which may be outside the District's sewer service area. If the plan recommends utilizing sewer flows from within the City, an inter - agency agreement may be executed. If the plan identifies and recommends potential recycled water customers within the Golden State Water Company's service area, an inter - agency agreement may be executed. All costs associated with the water recycling facilities plan will be accounted separately. 11. Proposed Budget The District will contract with an engineering consulting firm for the preparation of the water recycling facilities plan. The scope of work will include: • investigate potential water recycling facility locations • perform sewer flow monitoring to understand total wastewater available to supply the water recycling facility • perform water quality testing of wastewater in the sewer • evaluate treatment alternatives to meet or exceed Title 22 quality. • identify potential recycled water customers and their quality requirements • evaluate distribution and storage alternatives • perform a cost analysis for each alternative • prepare a water recycling facilities plan summarizing analysis' and recommendations The District estimates the preparation of the water recycling facilities plan will cost $150,000. The District will utilize its Capital Program funds to support the cost of preparation of the water recycling facilities plan until grant reimbursement. The District will confirm funding approval with the SWRCB before work begins on the Water Recycling Facilities Plan. Plan of Study Page 6 RESOLUTION NO. 09-18 RESOLUTION OF THE BOARD OF DIRECTORS OF THE YORBA LINDA WATER DISTRICT AUTHORIZING THE GENERAL MANAGER AND ASSISTANT GENERAL MANAGER TO FILE FOR A WATER RECYCLING FACILITIES PLANNING GRANT FROM THE STATE WATER RESOURCES CONTROL BOARD IN THE AMOUNT NOT TO EXCEED $75,000 BE IT RESOLVED, by the Yorba Linda Water District Board of Directors that the General Manager and Assistant General Manager are hereby authorized and directed to sign and file, for and on behalf of the Yorba Linda Water District, A Financial Assistance Application for a grant from the State Water Resources Control Board in the amount not to exceed $75,000, for a Water Recycling Facilities Planning Grant for the Yorba Linda Water District, and BE IT RESOLVED, that the Yorba Linda Water District hereby agrees and further does authorize the aforementioned representative or his designee to certify that the District has and will comply with all applicable state and federal statutory and regulatory requirements related to any federal and state grants received, and BE IT FURTHER RESOLVED, that the General Manager or Assistant General Manager or his designee of the Yorba Linda Water District is hereby authorized to negotiate and execute a grant contract and any amendments or change orders thereto, and to certify grant disbursement on behalf of the Yorba Linda Water District. PASSED AND ADOPTED this 24th day of September, 2009 by the following called vote: AYES: NOES: ABSTAIN: ABSENT: John W. Summerfield, President Yorba Linda Water District ATTEST: Ken Vecchiarelli, Secretary Yorba Linda Water District Resolution No. 09 -18 Authorization to File for State Water Resources Control Board Grant AGENDA REPORT Meeting Date: September 24, 2009 Subject: Executive Administrative - Organizational Committee (Summerfield /Mills) Alternate: Collett Minutes of meeting held September 15, 8:00 a.m. Meeting scheduled for October 20, 4:00 p.m. � ATTACHMENTS: Name: Description: 091509 EAO - Minutes.doc EAO Mtg Minutes 09/15/09 ITEM NO. 9.1 Type: Backup Material MINUTES OF THE YORBA LINDA WATER DISTRICT EXEC- ADMIN- ORGANIZATIONAL COMMITTEE MEETING September 15, 2009 A meeting of the Executive - Administrative - Organizational Committee was called to order by Director Summerfield at 8:00 a.m. The meeting was held at the District's Administrative Office at 1717 E Miraloma Ave, Placentia CA 92870. COMMITTEE Director John Summerfield, Chair Director William R. Mills 1. PUBLIC COMMENTS None. 2. ACTION CALENDAR STAFF Ken Vecchiarelli, General Manager Pat Grady, Assistant General Manager 2.1. ACWA Region 10 Election of Officers and Board Members for 2010 -2011 Term The Committee discussed the slate of nominees and made recommendations on the ballot for the Board's consideration at the next meeting on September 24, 2009. 2.2. ACWA Committee Appointment Nominees for 2010 -2011 Term The Committee discussed ACWA Committee Appointments to two committees and will recommend these appointments for the Board of Directors to consider at their meeting on September 24, 2009. 2.3. Input for Development of the Orange County Board of Supervisors' 2010 Legislative Platform The Committee had no recommendations for this item and briefly discussed the proposed legislative platform. 2.4. Reschedule Board Meetings The Committee discussed staff's recommendations and agreed to support the proposed changes at the next Board of Directors meeting on September 24, 2009. 3. DISCUSSION ITEMS 3.1. Report on Legislative Activities — Sacramento Advocates The Committee briefly discussed the report and the lack of progress on meaningful legislation in support of water infrastructure projects and a solution to the Bay Delta issues. 1 3.2. Report on Grant Activities — Townsend Public Affairs The Committee discussed the report and requested a matrix from staff that reflects current activities and attempts to acquire grant funding. The matrix will list the projects submitted and programs under which the District is seeking funds for these projects. 3.3. General Counsel's Monthly Summary Billing Report The committee reviewed the updated report and had no comments. 3.4. Public Attendance at Board of Directors Meetings Staff handed out a spreadsheet that reflected the number of people that spoke or that went on record as attending the morning and evening Board of Directors meetings since the Freeway Complex Fires incident. Since staff does not take record of attendance at the meetings, the actual number of attendees is likely to be higher than the number of attendees that go on record for speaking during the public comments section of the agenda. 3.5. Future Agenda Items and Staff Tasks None. 4. ADJOURNMENT 4.1. The Committee adjourned at 8:42 a.m. The next regular meeting of the Executive - Administrative - Organizational Committee will be held on October 20, 2009 at 4:00 p.m. 2 ITEM NO. 9.3 AGENDA REPORT Meeting Date: September 24, 2009 Subject: Personnel -Risk Management Committee (Armstrong /Collett) Alternate: Summerfield Minutes of meeting held September 14, 4:00 p.m. Meeting scheduled for October 12, 4:00 p.m. — U� � ATTACHMENTS: Name: Description: Type: 091409 PRM - Minutes.doc PRM Meeting Minutes 09/14/09 Minutes MINUTES OF THE YORBA LINDA WATER DISTRICT PERSONNEL -RISK MANAGEMENT COMMITTEE MEETING September 14, 2009 A meeting of the Personnel -Risk Management Committee was called to order by Director Armstrong at 4:00 p.m. The meeting was held at the District's Administrative Office at 1717 E Miraloma Ave, Placentia CA 92870. COMMITTEE Director Paul R. Armstrong, Chair Director John W. Summerfield, Alternate 1. PUBLIC COMMENTS None. 2. ACTION CALENDAR STAFF Ken Vecchiarelli, General Manager Gina Knight, Human Resources Mgr 2.1. Damage Claim Filed by Gary Hombs The Committee discussed the claim filed by Gary Hombs. The Committee requested for the possibility of District staff being able to review a copy of the inspection log regarding subject pipe prior to the next Board of Director's meeting to confirm the exact location of the hole in the sewer lateral. The Committee will recommend to the Board of Directors to reject the claim at the September 24, 2009 Board Meeting. 2.2. Damage Claim Filed by Ruby Murdock The Committee discussed the claim filed by Ruby Murdock. The Committee will recommend to the Board of Directors to reject the claim at the September 24, 2009 Board Meeting. 2.3. ACWA/JPIA General Liability Insurance Deposit Premium October 1, 2009 through September 30, 2010 and Retrospective Allocation Point The Committee reviewed the liability premium for the upcoming year. The Committee will recommend to the Board of Directors approval of the premium and that the Retrospective Allocation Point remain at $25,000. 3. DISCUSSION ITEMS 3.1. Status of Recruitments Staff gave an update on the following current recruitments: Finance Director, Water Quality Engineer, Accounting Assistant II and Plant Operator II. Interviews for the Finance Director and Plant Operator II will have been conducted by the next Board Meeting of September 24, 2009. 3.2. Status of Department Activities Staff gave an update on the following department activities: status of current update /review of District Policies and Procedures, District on -site training, current recruitments and District employee related functions. 3.3. Status of Risk Management Activities Staff discussed the most recent claims received by the District under the Action Calendar Section of this meeting. 3.4. Future Agenda Items and Staff Tasks None. 4. ADJOURNMENT 4.1. The Committee adjourned at 4:53 p.m. The next regular meeting of the Personnel -Risk Management Committee will be held October 12, 2009 at 4:00 p.m. 2 Meeting Date: Subject: ATTACHMENTS: ITEM NO. 9.6 AGENDA REPORT September 24, 2009 MWDOC /OCWD Ad Hoc Committee (Mills /Collett) Alternate: Summerfield • Minutes of meeting held September 22, 4:00 p.m. (To be provided at the meeting.) Meeting scheduled for November 24, 4:00 p.m. Description: Type: 092209 MWDOC OCWD - Minutes.doc MWDOC /OCWD Mtg Minutes 09/221�19 Contract MINUTES OF THE YORBA LINDA WATER DISTRICT MWDOC AND OCWD AD HOC COMMITTEE MEETING September 22, 2009 A meeting of the YLWD - MWDOC -OCWD Ad Hoc Committee was called to order at 4:00 p.m. The meeting was held at the District's Administrative Office at 1717 E Miraloma Ave, Placentia CA 92870. YLWD COMMITTEE MEMBERS Director William R. Mills, Chair Director Ric Collett MWDOC COMMITTEE MEMBERS Director Brett Barbre YLWD STAFF Ken Vecchiarelli, General Manager MWDOC STAFF Kevin Hunt, General Manager OCWD COMMITTEE MEMBERS OCWD STAFF Director Roger Yoh Mike Markus, General Manager 1. PUBLIC COMMENTS None. 2. DISCUSSION ITEMS 2.1. Water Supply and Allocation Status MWDOC Manager Kevin Hunt provided handout exhibits and discussed the status of the water supply conditions. The current situation on the State Water Project which is an allocation level of 40 %, has changed drastically for the better compared to the first six months of the water year when the allocation was set at 15 %. This will result in MWD having to take less water from already strained storage reserves and other drought management actions for the water year. The Committee discussed the need for several years of above average precipitation on the Colorado River Watershed and on the Santa Ana River Watershed needed to restore reservoir and local basin storage reserves. 2.2. Recent Media Attention and Coordinated Approaches Mr. Hunt requested suggestions for partnering and brainstorming among water agencies to coordinate positive and effective public outreach for the industry, which has been the focus of intense negative media attention recently. This item will be discussed at the next regional water agencies managers meeting. 2.3. Status of Local Desalination Projects Mr. Hunt presented a status report on local coastal desalination projects in the planning and development phase. Mr. Hunt offered an invitation to YLWD to participate in the on going discussions for these projects. Mr. Hunt also commented on MWD's role in these projects, which historically has been a hand off approach with support in the form of subsidies for the 1 water produced. He also mentioned that MWD is exploring a more proactive role in the future and mentioned a project under consideration in Los Angeles. 2.4. New MWDOC Director and MWD Director Opening Mr. Hunt reported that the newest MWDOC Director, Mr. Jeffrey Thomas has embraced his new appointment with earnest intentions and has already been a strong presence for the agencies he represents. Mr. Hunt also noted that appointment for at least one vacant MWD Director position will be considered in the very near future. 2.5. OCWD Annexation Mr. Vecchiarelli and Mr. Markus reported on a meeting held earlier in the day between YLWD and OCWD to restart annexation discussions. YLWD will take the lead on preparing an activities calendar and will start the process with the YLWD Board of Directors in October. 2.6 Future Agenda Items and Staff Tasks None. 3. ADJOURNMENT 3.1. The Committee adjourned at 5:25 p.m. The next regular meeting of the YLWD - MWDOC -OCWD Ad Hoc Committee will be held November 24, 2009 at 4:00 p.m. This meeting may be rescheduled due to the Thanksgiving Holiday and possible schedule conflicts. 2 Meeting Date: Subject: ATTACHMENTS: AGENDA REPORT September 24, 2009 BOD Activities Calendar.pdf ITEM NO. 11.1 Meetings from September 25, 2009 thru October 31, 2009 Description: BOD Activities Calendar Type: Backup Material Board of Directors Activitv Calendar Event Date Time Attendance by. September 2009 Citizens Advisory Committee Meeting Mon, Sep 28 8:30AM October 2009 Public Information - Technology Committee Meeting Tue, Oct 6 4:OOPM Collett/Beverage Yorba Linda City Council Tue, Oct 6 6:30PM Mills MWDOC /MWD Workshop Wed, Oct 7 7:30AM Staff Planning- Engineering- Operations Committee Meeting Wed, Oct 7 4:OOPM Mills /Armstrong OCWD Board Wed, Oct 7 5:OOPM Staff Board of Directors Regular Meeting Thu, Oct 8 8:30AM Personnel -Risk Management Committee Meeting Mon, Oct 12 4:OOPM Armstrong /Collett Finance - Accounting Committee Meeting Tue, Oct 13 4:OOPM Beverage /Summerfield Yorba Linda Planning Commission Wed, Oct 14 7:OOPM Collett Executive- Admin- Organizational Committee Meeting Tue, Oct 20 4:OOPM Summerfield /Mills Yorba Linda City Council Tue, Oct 20 6:30PM Armstrong MWDOC Board Wed, Oct 21 8:30AM Staff OCWD Board Wed, Oct 21 5:OOPM Staff Board of Directors Regular Meeting Thu, Oct 22 8:30AM Joint Board of Directors and Citizens Adivsory Committee Meeting Fri, Oct 23 9:OOAM Citizens Advisory Committee Meeting Mon, Oct 26 8:30AM Yorba Linda Planning Commission Wed, Oct 28 7:OOPM Summerfield 9/17/2009 2:40:11 PM ITEM NO. 12.1 AGENDA REPORT Meeting Date: September 24, 2009 Subject: California's Water Solution - October 8 -9, 2009 STAFF RECOMMENDATION: Authorize Directors and such staff members of the District as approved by the General Manager to attend the event. ATTACHMENTS: Name: Description: REGION8910 Event.pdf Event Flyer Association of California Water Agencies Since 1910 Leadership Advocacy Information REGIONS 8,9 AND 10 October 8 -9, 2009 Storm Stadium 500 Diamond Drive Lake Elisnore, CA 92530 Faced with increasingly uncertain supplies and the worst economic downturn in recent history, California water agencies must learn to adapt to California's new water reality while at the same time remaining fiscally viable. Come join us for an exciting two -day event as we explore possible solutions to these crises and discuss Southern California's role in conservation, the Delta, water bond measures, state shift revenues and more. On day one we will hold a full program from 8:00 a.m. to 3:00 p.m. In the evening, please join us for a networking reception to meet and mingle with water professionals from Southern California. For the second day, following a breakfast presentation, we will take a boat tour of Lake Elsinore and learn about Elisnore Valley Water District's service area. For more information, please contact ACWA's Regional Affairs Representative Tiffany Giammona at tiffanyg @acwa.com. ACWA REGIONS 8 CHAIR Robert Lewis, Rowland Water District VICE CHAIR Robert J. Gomperz, Foothill Municipal WO REPRESENTATIVES Robert Diprimio, Castaic Lake Water Agency Robert Katherman, Water Replenishment District of Southern California Melvin L. Matthews, Kinneloa Irrigation District Gail L. Pringle, Calleguas Municipal WD Ronald C. Smith, West Basin Municipal WO ACWA REGION 9 CHAIR Steve Robbins, Coachella Valley WO VICE CHAIR Ben Wicke, Elsinore Valley Municipal WD REPRESENTATIVES Joe Kuebler, Eastern Municipal WO Manny Aranda, San Bernardino Valley Water Conservation District John Rossi, Western Municipal WD Kathy Tiegs, Cucamonga Valley WO Art Bishop, Mojave WaterAgency ACWA REGION 10 CHAIR Keith Lewinger, Fallbrook Public Utility District VICE CHAIR Peer Swan, Irvine Ranch Water District REPRESENTATIVES Jan Debay, Orange County Water District Darrell Gentry, Vallecitos Water District Susan Hinman, Municipal Water District of „i1i11 Orange County Saundra Jacobs, 1i(((V Santa Margarita Water District Jo MacKenzie, Vista Irrigation District *f i IRVINE RANCH -'76 A BETTER WORLD WATER DISTRICT ib w A ON • D Registration Form Send completed form by Thursday, October 1 st to ACWA: Attn: Katie Dahl Address: 910 K Street, Suite 100, Sacramento CA 95814 Fax: 916.561.7124 E -mail: katied @acwa.com First Name Last Name Agency Title Address City Zip Email Phone Fax Registration Fee: $99.00 (Includes: Meeting materials, meals, tour and reception) Payment Type (Check one): ❑ Check ❑ Visa ❑ Mastercard Cardholder Name Credit Card # Expiration Date Check one: ❑ I plan on attending the Program, Reception &Tour ❑ I plan on attending the Program only. Hotel Information: Holiday Inn Express & Suites 31573 Canyon Estates Drive Lake Elsinore, CA www.hiexpress.com Lodging Cost: $94.99 (plus tax and incidentals per night) (Please reserve your room by October 1 to guarantee room rate) Phone: (877) 863 -4780 *Ask for the "ACW" rate *Hotel not included in event registration fee. If you need further information or have questions, please contact ACWA's Region Coordinator Katie Dahl at 916.441.4545 or katied @acwa.com EP# R900 ITEM NO. 12.2 AGENDA REPORT Meeting Date: September 24, 2009 Subject: ACWA /JPIA 2009 Fall Conference - November 30 - December 1, 2009 STAFF RECOMMENDATION: Authorize Directors and such staff members of the District as approved by the General Manager to attend the conference. ATTACHMENTS: Name: Description: ACWA JPIA Fall Conf.pdf Conference Flyer ACWA Joint Powers Insurance Authority 2009 Fall Conference Schedule Town & Country Resort and Convention Center 500 Hotel Circle North — San Diego, CA 92108 — (619) 291 -7131 Monday — November 30, 2009 8:00 a.m. — Workers' Compensation Program 9:15 a.m. Subcommittee meeting 9:30 a.m. — Risk Management Subcommittee meeting 10:45 a.m. 11:00 a.m. — Executive Committee meeting noon 1:15 p.m. — Town Hall meeting 2:30 p.m. 3:00 p.m. — Board of Directors' meeting 5:00 p.m. 5:00 p.m. — 30th Anniversary Reception 6:00 p.m. Tuesday — December 1, 2009 8:30 a.m. — Flawless Program Performance 10:30 a.m. 10:45 a.m. — Best Practices 11:45 a.m. 1:30 p.m. — Sexual Harassment Prevention for Board 3:30 p.m. Members and Managers (AB1825) ITEM NO. 12.3 AGENDA REPORT Meeting Date: September 24, 2009 Subject: ACWA 2009 Fall Conference - December 1 -4, 2009 STAFF RECOMMENDATION: Authorize Directors and such staff members of the District as approved by the General Manager to attend the conference. ATTACHMENTS: Name: Description: ACWA Fall Conference.pdf Conference Flyer ACWA's 2009 Fall Conference & Exhibition Preregistration Town & Country Resort and Convention Center • December 1 - 4, 2009 Online Registration Now Available: www.acwa.com PREREGISTRATION DEADLINE IS NOVEMBER 6, 2009. Those received after November 6 will be returned, regardless of postmark. Deadline to cancel and receive refund voucher is November 6. There is a $50 handling fee on all cancellations prior to this date. Fill in Completely - Please Print /Type Clearly Name on Badge to Read Spouse /Companion ($35 fee if attending) Title Organization Address City State Zip Phone: ( ) FAX: ( ) Attendee E -mail Address: Confirmation E -mail Address: OFFICE USE ONLY - FC09 E PKG B T DATA Please check all that interest you. ❑ Attorneys (T1) ❑ Human Resources (T3) ❑ Finance (T2) ❑ Small Agencies (T4) ❑ Groundwater (7) ❑ Water Trends (T8) ❑ Other (please list) Credit Card Payment Information Please charge my fee to my credit card: ❑ ❑ vrs:e Credit Card Number: Exp. Date: Amount: $ Signature: Preregistration PACKAGE — For ACWA public agency members, affiliates & 666U�IaLes only. $ (Includes registration and all meals. Does not include spouse registration.) Not available on site. (20) ........ $625 Conference Registration (21) (Meals not included) Advantage............................ ............................... Standard............................. ............................... "Spouse /Companion (Non - refundable) (22) ... ............................... . Daily Conference Registration Preregistration (Meals not included) (Advantage) (Standard) ❑ Tues., Dec. 1 /Wed., Dec. 2 (23) ...... ................ $250 $375 ❑ Thurs., Dec. 3 /Fri., Dec. 4 (24) ........................ $250 $375 Preregistration On Site Amount $465 ($490) $ $695 ($720) $ $35 ($45) $ On Site Amount (Advantage) (Standard) $275 $400 $ $275 $400 $ • Quantity Preregistration On Site Amount Wednesday, December 2 Opening Breakfast (30) ........ ............................... $40 ($42) $ Luncheon( 31) ............... ............................... $45 ($47) $ Thursday, December 3 Networking Continental Breakfast (35) ............................ $25 ($30) $ Luncheon (32) ............... ............................... $45 ($47) $ Dinner (33) ................. ............................... $75 ($80) $ Friday, December 4 Hans Doe Forum Breakfast sponsored by AECOM (34) ............... $40 ($42) $ Ethics Training Registration (Choose ONE - No additional fee required if registered for conference.) TOTAL $ ❑ Tuesday, Dec. 1 (50) 0 Wednesday, Dec. 2 (51) ❑Thursday, Dec. 3 (52) Make checks payable to ACWA, and send to: ACWA, P.O. Box 2408, Sacramento, CA 95812 -2408. FAX (916) 325 -2316. Do not fax AND mail this form. Questions? Contact ACWA at (916) 441 -4545, toll free (888) 666 -2292, or e-mail: events @acwa.com.