HomeMy WebLinkAbout2023-12-12 - Board of Directors Meeting Minutes 2023-122
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Tuesday, December 12, 2023, 7:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. PARTICIPATION INSTRUCTIONS
Were included on the agenda.
2. CALL TO ORDER
The meeting was called to order at 7:30 a.m.
3. PLEDGE OF ALLEGIANCE
Human Resources and Risk Manager Thompson led the pledge.
4. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Brett R. Barbre Mark Toy, General Manager
Trudi DesRoches Doug Davert, Assistant General Manager
Phil Hawkins John DeCriscio, Operations Manager
Tom Lindsey Delia Lugo, Finance Manager
Lori Thompson, Human Resources and Risk Manage
Rosanne Weston, Engineering Manager
Annie Alexander, Board Secretary
Joanna Gonzalez, Public Affairs Officer
ALSO PRESENT
Andrew Gagen, General Counsel, Kidman Gagen Law LLP
5. ADDITIONS/DELETIONS TO THE AGENDA (None)
6. AB 2449 TELECONFERENCE REQUEST (None)
PUBLIC COMMENTS (None)
7. CLOSED SESSION
The Board entered Closed Session at 7:31 a.m.
7.1. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
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7.2. Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representative: Andrew Gagen, General Counsel
Unrepresented Employee: General Manager
The following items were also considered at this time.
19.1. Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representative: General Manager
Employee Organization: Yorba Linda Water District Employees Association
19.2. Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representative: General Manager
Unrepresented Employees: All Unrepresented Classifications
19.3. Conference with Legal Counsel - Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the
California Government Code
Name of Case: YLWD v. Alex Winsberg (Orange County Superior Court -
Case No. 30-2022-01284814-CU-IR-CJC)
8. REPORT FROM CLOSED SESSION
The Board returned from Closed Session at 8:54 a.m. General Counsel Gagen
announced that no reportable action was taken.
9. SEATING OF DIRECTORS AND APPOINTMENT OF OFFICERS
9.1. Reorganization of the Board of Directors and Appointment of Officers
Director Barbre made a motion, seconded by Director Hawkins, to appoint
Director DesRoches as President. and Director Lindsey as Vice President.
Motion carried 4-0-0-0 on a roll call vote.
The following items were taken out of order.
14. ACTION CALENDAR
14.2. Highland Reservoir Resident Input
Staff provided some historical background on this matter and summarized
the input received from responding residents including topics of concern.
Staff recommended the Board consider securing the facility in the same
manner as the District is doing across the entire service area.
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A resident commented on his previous interactions with staff regarding this
matter and the temporary permitted use of his property for a soccer camp.
He also shared his concerns regarding the planned installation of
landscaping at his home, the road continuing to remain unpaved, and the
time taken to resolve this matter. He then requested the Board reconsider
staff's recommendation.
Yorba Linda Council Member Gene Hernandez commented on the City's
requirements concerning roads versus trails. Director Barbre summarized
previous Board action taken on this matter. Discussion continued regarding
City staff's proposal for an equestrian easement at the site and the lack of
consensus between surrounding property owners on multiple aspects.
The same resident stated that one of his three parcels was the only property
impacted by the access road and that OCFA had not advised them to
remove any trees.
A second resident commented on current usage of the access road and
spoke in favor of having access to the gate.
A third resident commented on his previous interactions with OCFA
regarding tree removal when constructing his home.
Yorba Linda Council Member Gene Hernandez commented on the City's
master plan for connecting all the equestrian trails, the life span of
eucalyptus trees, and the language contained within the existing road
easements.
Staff reviewed the locations of the existing easements, proposed equestrian
easement, existing equestrian trail, and the existing unpaved road.
The first resident stated that if the existing road was to stay in its current
location, he believed there was still room for a future equestrian trail.
Director Barbre made a motion, seconded by Director Hawkins, directing
staff to negotiate with the residents regarding paving, curbing, and ongoing
maintenance of the access road up to the existing gate, and to come back
to the Board with a proposal to address resident access to the gate,
potential installation of a second gate at the end of the pavement, and the
installation of additional security cameras at the site.
Vice President Lindsey spoke in favor of taking these actions at this time as it
may be several years before the City moves forward with the proposed
equestrian easement.
Motion carried 4-0-0-0.
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Director Hawkins left the meeting at 9:46 a.m.
15. DISCUSSION ITEMS
15.1. Capital Improvement Program (CIP) Project Status
Staff reviewed the CIP budget including expended and projected expenses
and the status of current projects. President DesRoches requested staff notify
residents on social media regarding the status and expected completion of
the Imperial Highway Waterline Project and its current impact on traffic.
Director Barbre inquired as to plans for addressing issues at various facilities.
Staff indicated these topics would be discussed with the CIP Review Group.
General Manager Toy requested the Board consider the secondary action associated
with Item No. 9.1. -Appointment of Officers.
9. SEATING OF DIRECTORS AND APPOINTMENT OF OFFICERS CONTINUED
9.1. Reorganization of the Board of Directors and Appointment of Officers
Continued
Director Barbre made a motion, seconded by Director Lindsey, to appoint
Delia Lugo as Treasurer, Annie Alexander as Board Secretary, and the future
Administrative Assistant as Assistant Board Secretary. Motion carried 3-0-0-1
with Director Hawkins being absent.
10. ADJOURN TO FINANCING AUTHORITY 1 PUBLIC FINANCING CORP MEETINGS
Director Barbre clarified that the Directors would not receive additional
compensation for participating in these meetings.
The meeting was adjourned to the Financing Authority and Public Financing
Corporation Regular Meetings at 10:05 a.m.
The meeting was resumed at 10:07 a.m.
11. INTRODUCTIONS AND PRESENTATIONS
11.1. Elected Official Liaison Reports (None)
12. PUBLIC COMMENTS (None)
13. CONSENT CALENDAR
Director Barbre inquired as to an expense listed for payment under Item No. 13.1.
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Director Barbre made a motion, seconded by Director Lindsey, to approve the
Consent Calendar.
Vice President Lindsey noted that the Financial Review Group had requested one
of the future budget workshops focus on District reserves.
Motion carried 3-0-0-1 with Director Hawkins being absent.
13.1. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$2,661,466.56.
13.2 Budget to Actual Statements for Period Ended October 31, 2023
Recommendation: That the Board of Directors receive and file the Budget
to Actual Reports for Period Ended October 31, 2023.
13.3. Cash and Investment Report for the Period Ended October 31, 2023
Recommendation: That the Board of Directors receive and file the Cash
and Investment Report for the Period Ended October 31, 2023.
13.4. Amendments to Encroachments Policy
Recommendation: That the Board of Directors adopt Resolution No. 2023-XX
adopting, in its substantial form, an amended Encroachments Policy, and
rescinding Resolution No. 2022-33.
14. ACTION CALENDAR CONTINUED
14.1. Request for Proposals (RFP) for General Legal Counsel Services
Staff reviewed the amendments incorporated in the draft RFP. Director
Barbre requested the following firms be invited to respond to the RFP:
Brownstein Hyatt Farber & Schreck Best, Best & Krieger
Aleshire & Wynder Atkinson, Andelson, Loya, Ruud & Romo
Rutan &Tucker Frost Brown Todd AlvaradoSmith
Director Barbre made a motion, seconded by Director Lindsey, to instruct
staff to distribute the Request for Proposals for General Legal Counsel
Services. Motion carried 3-0-0-1 with Director Hawkins being absent.
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16. REPORTS, INFORMATION ITEMS AND COMMENTS
16.1. Director's Reports
The Directors reported on their attendance at recent meetings and events.
Vice President Lindsey commended the Finance Department for their
support of the Financial Review Group. Director Barbre requested staff
schedule a future presentation on the Pure Water program and its impact on
District operations. President DesRoches commended staff on being
recognized as Best Utilities Service Provider at the Best of Yorba Linda
Awards. Vice President Lindsey thanked Director Barbre for his service as
President in 2023.
16.2. General Manager's Report (Included in the agenda packet.)
16.3. General Counsel's Report (None)
16.4. Future Agenda Items and Staff Tasks
Director Barbre requested an item on the December 19, 2023 Board meeting
agenda to consider a letter of support for the appointment of former
Director Andy Hall to the U.S. Environmental Protection Agency's
Environmental Financial Advisory Board.
President DesRoches suggested the Board consider formally recognizing J.
Wayne Miller, Ph.D. for his service as Director. Director Barbre proposed
renaming the PFAS Water Treatment Plant in Dr. Miller's honor. Vice President
Lindsey suggested a letter be sent to Dr. Miller inquiring as to his interest in
doing so. Staff will draft a letter for Board consideration at the December 19,
2023 Board meeting.
17. COMMITTEE REPORTS
17.1. Interagency Committee with MWDOC and OCWD
/ DesRoches- Next meeting will be scheduled when needed.
17.2. Joint Agency Committee with City of Yorba Linda
Lindsey / DesRoches-Next meeting will be scheduled when needed.
17.3. Joint Agency Committee with City of Placentia
Lindsey / DesRoches- Next meeting will be scheduled when needed.
17.4. Joint Agency Committee with City of Brea
Barbre / Lindsey- Initial meeting yet to be scheduled.
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17.5. Joint Agency Committee with Placentia-Yorba Linda Unified School District
Barbre / Lindsey- Next meeting will be scheduled when needed.
18. BOARD OF DIRECTORS ACTIVITY CALENDAR
18.1 Meetings from December 13, 2023-January 31, 2024
The Board reviewed the activity calendar.
19. CLOSED SESSION CONTINUED
The Board considered these items in conjunction with the earlier Closed Session.
20. REPORT FROM CLOSED SESSION CONTINUED
This report was provided earlier in the meeting.
21. ADJOURNMENT
21.1. The meeting was adjourned at 10:31 a.m. in the memory of Hon. Kelly Rowe,
Director for OCWD.
Annie Alexander
Board Secretary
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