HomeMy WebLinkAbout2009-11-12 - Board of Directors Meeting Minutes
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' MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
November 12, 2009
1. CALL TO ORDER
The November 12, 2009 regular meeting of the Yorba Linda Water District Board
of Directors was called to order by President Summerfield at 8:30 a.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 STAFF PRESENT
John W Summerfield, President Pat Grady, Assistant General Manager
William R. Mills, Vice President Art Kidman, General Counsel
Paul R. Armstrong Steve Conklin, Engineering Manager
Michael J Beverage Lee Cory, Operations Manager
Ric Collett Gina Knight, HR Manager
' John DeCriscio, Chief Plant Operator
Lenica Castner, Temporary GIS Tech
Freddie Ojeda, Plant Operator II
Annie Alexander, Executive Secretary
OTHER VISITORS
Linda Bauermeister, Attorney, Barber & Bauermeister
Laurie Park, Associate, McCormick, Kidman & Behrens
Bill Guse, Member, YLWD Citizens Advisory Committee
4. ADDITIONS/DELETIONS TO THE AGENDA
None.
5. PUBLIC COMMENTS
None.
6. SPECIAL RECOGNITION
6.1. Introduce Lenica Castner, Temporary GIS Technician
Mr. Grady introduced Ms. Castner to the Board of Directors.
' 6.2. Introduce Freddie Ojeda, Lateral Transfer to Plant Operator II
Mr DeCriscio introduced Mr Ojeda to the Board of Directors.
Ms. Castner, Mr. DeCriscio and Mr Ojeda left the meeting at this time.
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7. CONSENT CALENDAR '
On a motion by Director Beverage, seconded by Director Collett, the Board voted
5-0 to approve the Consent Calendar. Director Collett abstained from voting on
Check No. 52850 of Item No. 7.3. as he has a business interest with the vendor.
Director Summerfield requested to remove Item 7.5. from the Consent Calendar
for separate action.
7.1. Minutes of the Regular Board of Directors Meeting Held October 21, 2009
Recommendation: That the Board of Directors approve the
minutes as presented.
7.2. Minutes of the Special Board of Directors Meeting Held October 23, 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 $2,366,343.94.
7.4. Progress Payment No. 3 for the Lakeview Sewer Lift Station Rehabilitation
Project
Recommendation: That the Board of Directors approve Progress '
Payment No. 3 in the amount of $29,019.14 to Schuler Engineering
Corp. for the Lakeview Sewer Lill Station Rehabilitation.
7.6. Progress Payment No. 18 for the Highland Reservoir Replacement Project
Recommendation: That the Board of Directors approve Progress
Payment No. 18 in the net amount of $224,141.90 to Schuler
Engineering Corporation and 10% retention of $24,904.66
deposited to Citizens Business Bank escrow account for
construction of the Highland Reservoir Replacement Project, Job
No. 200309.
7.7. FY 2008/09 Audited Financial Statements
Recommendation: That the Board of Directors receive and rile the
audited FY 2008109 financial statements.
7.8. 13t Quarter Profit & Loss for the Water and Sewer Funds
Recommendation: That the Board of Directors approve, receive,
and rile the 1S quarter budgeted financial results for the Water and
Sewer funds.
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' ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
7.5. Progress Payment No. 3 for the San Antonio Pressure Reducing Station
Upgrade Project
Mr Conklin responded to questions from Director Summerfield regarding
the need for a time extension to complete the project. Mr. Conklin
explained that due to incorrect information being provided by another
utility, the contractor will need additional time to complete the project.
Staff is currently working with the contractor regarding a change order
request for additional costs and a time extension.
On a motion by Director Summerfield, seconded by Director Collett, the
Board voted 5-0 to approve Progress Payment No. 3 in the net amount of
$21,262.50 to Paulus Engineering, Inc. for construction of the San Antonio
Pressure Reducing Station Upgrades Project, Job No. 200901.
8. ACTION CALENDAR
8.1. Professional Services Agreement - Townsend Public Affairs
Mr Grady explained that Executive-Administrative-Organizational
Committee had discussed the contracts with Townsend Public Affairs and
' Sacramento Advocates at its meeting on October 29th The Committee
has recommended that both contracts be cancelled due to budgetary
concerns. Should the Board vote to cancel the contracts, another firm
could be rehired on a project basis if needed.
Director Mills stated that the District had paid the firm approximately
$250K since 2005 and unfortunately has not received any grant funding
due to the firms efforts.
On a motion by Director Mills, seconded by Director Collett the Board
voted 5-0 to terminate the Professional Services Agreement with
Townsend Public Affairs.
8.2. Professional Services Agreement - Sacramento Advocates
Mr Grady explained that the District could receive legislative updates from
ACWA at a cost of $100 annually. The information provided in these
updates is similar to the information being provided by Sacramento
Advocates.
Director Beverage expressed his concern regarding the cancellation of the
contract with Sacramento Advocates and summarized the firms past
' successes. Further discussion of the matter followed.
On a motion by Director Mills, seconded by Director Collett the Board
voted 3-2, with Directors Armstrong and Beverage voting No, to terminate
the Professional Services Agreement with Sacramento Advocates.
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Director Mills requested staff to write a letter to both firms thanking them '
for their efforts and explaining the reasons for cancelling their contracts.
9. REPORTS. INFORMATION ITEMS AND COMMENTS
9.1. President's Report
None.
9.2. Directors' Reports
Director Mills expressed his concern regarding the current level of Lake
Oroville.
9.3. General Manager's Report
Mr Grady invited Mr Conklin to provide a report to the Board regarding
the status of the Hidden Hills Reservoir and Zone Reconfiguration
projects. Mr. Conklin provided the Board with a copy of a letter sent to
696 residents in the Zone Reconfiguration Project area notifying them to
expect their water pressure to gradually increase (up to 15 psi) beginning
November 19th. Staff will be working in the area each day the pressure is
scheduled to change in case any problems should arise. Mr Conklin then
responded to questions from the Board.
Mr Grady reported that staff had participated in the District's annual '
Benefits Fair held on October 28~' A total of 17 vendors were in
attendance
District staff will be participating in an emergency table top exercise in
conjunction with the City or Yorba Linda, City of Placentia and the Orange
County Fire Association on November 18th. The exercise will consist of an
earthquake scenario and participants will be rated on their coordination
efforts.
Mr Grady stated that the Department of Water Resources had recently
received funds from Proposition 50 and has authorized MWDOC to restart
its water use efficiency project (Budget Based Rates in Orange County).
Staff attended a meeting at MWDOC where this project was discussed.
The District has been allocated approximately $50K in grant funding with a
total cost estimate of $166K.
Mr Grady further reported that two additional conservation status signs
would be installed shortly. Director Beverage requested staff to look into
the permitting for one of the signs being installed as it may obstruct the
view of another existing sign. District customers achieved a 16%
conservation rate during the month of October. '
Staff will be providing the Public Information-Technology Committee with
options for redesigning the water bill. A final version will then be brought
to the Board for approval.
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' A retirement luncheon will be held on December 9m for Chau Lee,
Accounting Assistant II, and Russ Shupe, Storekeeper. The District's
annual employee recognition ceremony will be conducted at the same
time.
Jennifer Hill, Meter Services Rep, and Nick Hollon, Meter Reader I, joined
the meeting at this time.
Ms. Hill provided the Board with a summary of the meter reading
department's activities and challenges during the previous year Ms. Hill
then commended Mr. Hollon for his customer service skills, specifically
noting one event where he assisted a customer in resolving a high water
usage problem.
The Board applauded Ms. Hill and Mr Hollon who then left the meeting at
this time.
9.4. General Counsel's Report
Mr. Kidman thanked the Board for the opportunity to participate in the
recent District tour and commented on current legislative matters.
9.5. Future Agenda Items and Staff Tasks
' None.
Director Mills questioned staff regarding the status of developing a budget
based water rate. Mr. Grady stated that the Board would be conducting a
workshop meeting on November 20th to discuss this matter. A
representative from HDR will be facilitating the workshop.
10. COMMITTEE REPORTS
10.1. Executive-Administrative-Organizational Committee
(Summerfield/Mills) Alternate: Collett
Meeting scheduled for November 17, 4:00 p.m.
10.2. Finance-Accounting Committee
(Beverage/Summerfield) Alternate. Mills
Minutes of the meeting held October 27 were provided in the agenda
packet. Directors Beverage and Summerfield attended. Items discussed
during the meeting were as follows: 1s1 Quarter FY 09/10 Financial
Statements; Monthly Investment Report for July and August 2009; Monthly
' Portfolio Report for September 2009; Investment Holdings in Foreign
Companies; Alternatives to District Retirement Plan; Bond Covenants
Timeline; and Overtime Analysis.
Meeting scheduled for November 10, 4:00 p.m. was cancelled.
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Meeting scheduled for December 8, 4.00 p.m. has been rescheduled to ,
December 7, 4:00 p.m.
10.3. Personnel-Risk Management Committee
(Armstrong/Collett) Altemate: Summerfield
Minutes of the meeting held November 9 were provided at the meeting.
Directors Collett and Summerfield attended. Items discussed during the
meeting were as follows: Recruitment Status for Finance Director and
Public Information Specialist; and Status of Other Recruitments and Risk
Management Activities.
Meeting scheduled for December 14, 4.00 p.m. Director Summerfield will
be attending in place of Director Armstrong.
10.4. Planning-Engineering-Operations Committee
(Mills/Armstrong) Alternate: Beverage
Minutes of the meeting held November 5 were provided in the agenda
packet. Directors Mills and Beverage attended. Items discussed during
the meeting were as follows: Proposed Casino Ridge Project; Terms and
Conditions for Sewer and Water Service with Hadi Atail and Placentia- '
Yorba Linda Unified School District; Monthly Groundwater Production and
Purchased Water Report; Monthly Preventative Maintenance Program
Report; Monthly Groundwater Producers Meeting Report; and Status of
Capital Projects in Progress.
Meeting scheduled for December 3, 4:00 p.m. Director Beverage will be
attending in place of Director Armstrong.
Staff then responded to questions from Director Armstrong regarding the
proposed Casino Ridge project.
10.5. Public Information-Technology Committee
(Collett/Beverage) Alternate: Armstrong
Minutes of the meeting held November 3 were provided in the agenda
packet. Directors Collett and Beverage attended. Items discussed during
the meeting were as follows: Water Bill Statement Redesign;
Conservation Signs; Fire Hydrant Out-Of-Service Covers; Winter
Newsletter Content; District's Participation in Community Events;
Conservation Ordinance Monthly Statistics; and Progress of Information
Technology Projects.
Meeting scheduled for December 1, 4.00 p.m. '
Director Beverage suggested that staff include a photo of the declining
level of Lake Oroville on the front of the next customer newsletter.
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10.6. MWDOC/OCWD Ad Hoc Committee
(Mills/Collett) Alternate. Summetfield
Meeting scheduled for November 24, 4.00 p.m. Director Summerfield will
attend in place of Director Collett.
10.7. City of Placentia Ad Hoc Committee
(B eve ra g e/ V e cc h i a re I l i)
Meeting to be scheduled.
10.8. Citizens Advisory Committee
Minutes of the meeting held October 26 were provided in the agenda
packet. Items discussed during the meeting were as follows: Introduction
of Customer Service Representatives; Status of Conservation Efforts;
Workshop on Budget Based Water Rates; and OCWD Groundwater
Adventure Tour
Meeting scheduled for November 23, 8:30 a.m.
11. INTERGOVERNMENTAL MEETINGS
' 11.1. Yorba Linda Planning Commission, October 28 (Summerfield)
Director Summerfield attended and reported that an easement had been
granted to the District and a historical survey of the city would soon be
conducted.
11.2. Yorba Linda City Council, November 3 (Mills)
Director Mills attended and commented on the number of individuals
retiring from the City
11.3. MWDOC/MWD Workshop, November4 (Staff)
Staff did not attend. Mr Grady stated that he would be inviting MWDOC
to provide the Board with a presentation regarding MET's Integrated
Resource Plan at a future meeting.
11.4. OCWD Board, November 4 (Staff)
Staff did not attend.
11.5. Yorba Linda Planning Commission, November 12 (Collett)
This meeting was not attended.
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12. BOARD OF DIRECTORS ACTIVITY CALENDAR '
12.1. Meetings from November 13, 2009 thru December 31, 2009
The Board reviewed the listed meetings with no additional changes.
Director Beverage stated that he would not be in attendance at the
December 10th Board meeting as he would be at the CRWUA Conference
that day
13. CLOSED SESSION
On a motion by Director Beverage, seconded by Director Mills, the Board voted
5-0 to adjourn to Closed Session at 9.44 a.m. All Directors in attendance were
present. Also present were Messrs. Grady and Kidman and Mses. Knight,
Bauermeister and Park.
13.1. Conference with Legal Counsel - Pending Litigation
Pursuant to Subdivision (a) of Section 54956.9 of the California
Government Code
Name of Case: Marc vs. YLWD (Orange County Superior Court -
Case No. 00122904)
Name of Case: Itani, et al vs. YLWD (Orange County Superior Court
'
- Case No. 00124906)
Name of Case: Johnson, et al vs. YLWD, et al (Orange County
Superior Court - Case No. 00125994)
Name of Case: State Farm General Insurance Company vs. YLWD
(Orange County Superior Court - Case No.
00311353)
Mses. Knight and Bauermeister left the Closed Session at 10:28 a.m. following
discussion of this item. Mr. Conklin then joined the Closed Session for
discussion of the following item.
13.2. Conference with Real Property Negotiators
Pursuant to Section 54956.8 of the California Government Code
Property, APN 346-101-01
Agency Negotiators: Pat Grady and Steve Conklin
Negotiating Parties: Designated Representatives of Orange County
Water District
Under Negotiation: Price and Terms of Payment '
The Board reconvened in Open Session at 10:38 a.m. President Summerfield
announced that no action was taken during Closed Session that was required to
be reported under the Brown Act.
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' 14. ADJOURNMENT
14.1. The meeting was adjourned at 10:39 a.m. The Board of Directors will be
meeting on November 20, 2009 at 9:00 a.m. to conduct a water rate
workshop. The next regular meeting of the Board of Directors will be held
November 25, 2009 at 8:30 a.m.
Pat Gra y
Assistant Boa Secretary
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