HomeMy WebLinkAbout2024-05-30 - Board of Directors Meeting Agenda Packet
AGENDA
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, May 30, 2024, 8:30 AM
1717 E Miraloma Ave, Placentia CA 92870
1. PARTICIPATION INSTRUCTIONS
This meeting will be held in person. For public convenience, the meeting can also be accessed via
internet-based service or telephone as indicated below. For questions regarding participation, please call
the Board Secretary at (714) 701-3020.
Computer/Mobile Device: https://us06web.zoom.us/j/88310077352
Telephone: (669) 444-9171 or (669) 900-6833
Meeting ID: 883 1007 7352
2. CALL TO ORDER
3. PLEDGE OF ALLEGIANCE
4. ROLL CALL
Trudi DesRoches, President
Tom Lindsey, Vice President
Brett R. Barbre, Director
Phil Hawkins, Director
Gene Hernandez, Director
5. ADDITIONS/DELETIONS TO THE AGENDA
Items may be added to the agenda upon determination by a two-thirds vote of the Board, or a
unanimous vote if only three Directors are present, that there is a need to take immediate action which
came to the District's attention subsequent to the agenda being posted. (GC 54954.2(b)(2))
6. AB 2449 TELECONFERENCE REQUESTS
7. PUBLIC COMMENTS
Any individual wishing to address the Board (or Committee) is requested to identify themselves and state
the matter on which they wish to comment. If the matter is on the agenda, the Chair 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 three minutes and must be related to matters of public interest
within the jurisdiction of the Water District. (GC 54954.3)
8. INTRODUCTION OF NEW HIRE
9. ACTION CALENDAR
This portion of the agenda is for items where staff presentations and Board (or Committee) discussions
are needed prior to formal action.
9.1. Adjusting Water and Sewer Rate Schedules and Charges
Recommendation: That the Board of Directors (1) adopt Resolution No. 2024-
XX adjusting water rate schedules and charges effective July 1, 2024 and
rescinding Resolution No. 2023-08; and (2) adopt Resolution No. 2024-XX
adjusting sewer rate schedules and charges effective July 1, 2024 and
rescinding Resolution No. 2023-09.
9.2. Adopting Water and Sewer Development and Customer Service Fees
Recommendation: That the Board of Directors (1) adopt Resolution No. 2024-
Page 1 of 56
XX adopting Water Development and Customer Service Fees effective July 1,
2024 and rescinding Resolution No. 2023-10; and (2) adopt Resolution No.
2024-XX adopting Sewer Development and Customer Service Fees effective
July 1, 2024 and rescinding Resolution No. 2023-11.
9.3. Adopting Fats, Oils, and Grease Control Program Fees
Recommendation: That the Board of Directors adopt Resolution No. 2024-XX
adopting Fats, Oils, and Grease Control Program Fees and rescinding
Resolution No. 2023-12.
9.4. Ratifying Budgeted Positions for Fiscal Year 2024-25
Recommendation: That the Board of Directors adopt Resolution No. 2024-XX
ratifying budgeted positions for Fiscal Year 2024-25.
9.5. Adopting the Operating Budget for Fiscal Year 2024-25 (Financial Summaries)
Recommendation: That the Board of Directors adopt Resolution No. 2024-XX
adopting the Operating Budget for Fiscal Year 2024-25 (Financial Summaries)
and rescinding Resolution No. 2023-13 effective July 1, 2024.
9.6. Transmittal of Election Information to Orange County Registrar of Voters
Recommendation: That the Board of Directors authorize the Board Secretary to
submit the Transmittal of Election Information to the Orange County Registrar of
Voters, indicating that a Candidate's Statement of Qualifications is to contain no
more than 400 words and will not be paid for by the District.
10. FACILITY TOUR
The Board of Directors will be visiting Capital Improvement Projects throughout the District following the
completion of regular business. Interested parties can follow the group in their personal vehicles and
may be required to wear protective equipment, which the District will provide, at some locations.
Questions regarding the tour can be directed to the Board Secretary at 714-701-3020.
10.1. Board Tour of Capital Improvement Projects for Fiscal Year 2023-24
11. ADJOURNMENT
11.1. The next Board meeting scheduled on Thursday, June 13, 2024 at 8:30 a.m.
occurs during the AWWA Conference Tour of the District's PFAS Water
Treatment Plant. Regular business is deferred to the following Board meeting
scheduled on Thursday, June 27, 2024 at 8:30 a.m.
Items Distributed to the Board Less Than 72 Hours Prior to the Meeting
Non-exempt materials related to open session agenda items that are distributed to a majority of the Board of
Directors (or Committee Members) less than seventy-two (72) hours prior to the meeting will be available for
public inspection in the lobby of the District’s Administrative building located at 1717 E Miraloma Ave, Placentia
CA 92870 during regular business hours. When practical, these materials will also be posted on the District’s
website at https://ylwd.com/. (GC 54957.5)
Accommodations for the Disabled
Requests for disability-related modifications or accommodations, including auxiliary aids or services, required for
participation in the above-posted meeting should be directed to the Board Secretary at (714) 701-3020 at least 24
hours in advance. (GC 54954.2(a))
Page 2 of 56
ITEM NO. 9.1.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Delia Lugo, Finance Manager
Sophia Phuong, Accounting Supervisor
Paige Appel, Budget Analyst
SUBJECT: Adjusting Water and Sewer Rate Schedules and Charges
RECOMMENDATION:
That the Board of Directors (1) adopt Resolution No. 2024-XX adjusting water rate schedules and
charges effective July 1, 2024 and rescinding Resolution No. 2023-08; and (2) adopt Resolution No.
2024-XX adjusting sewer rate schedules and charges effective July 1, 2024 and rescinding
Resolution No. 2023-09.
SUMMARY:
In preparing and reviewing the projected year-end results for Fiscal Year 2023-24 and the proposed
Operating Budget for Fiscal Year 2024-25, staff was charged with analyzing the District’s rates, and
recommending the necessary rate adjustments that meet the District’s cost of service and the goals
and objectives as set by the Board of Directors.
During the budgeting process, staff presented multiple scenarios to the Board of Directors and
received input which is reflected in this report and staff recommendation. In order to meet the
financial goals and objectives set by the Board together with the anticipated obligations of the District
in the coming fiscal year, staff has determined that a 9% adjustment to water rates with the pass-
through described below and a 15% adjustment to sewer rates is necessary to meet the District’s
cost of service. The proposed water and sewer rates for FY2024-25, as presented in the tables of the
attached resolutions, are consistent with the 2021 Rate Study and comply with Proposition 218.
The Board and staff are responsible for providing clean, safe, and reliable drinking water to all
residents and businesses within the District’s service area, for safely and reliably collecting and
transporting wastewater through its extensive sewer system to maintain public health, and for
effectively maintaining existing infrastructure throughout its service area. In order to provide
adequate funding of reserves for the maintenance and replacement of this critical infrastructure,
comply with rapid and frequent changes in state and federal mandates, and continue to provide
excellent water and sewer service to District customers, staff recommends that the Board adopt the
attached resolutions adjusting the proposed water and sewer rates with an effective date of July 1,
2024.
BACKGROUND:
Page 3 of 56
On February 22, 2024, a Board of Directors’ Special Meeting was held for the Board to present staff
with their priorities, goals, and objectives to be met during the development of a proposed Operating
Budget for Fiscal Year 2024-25. Discussion points presented by staff included, but were not limited
to, the assumptions used within the 2021 Rate Study and the resulting proposed rate schedule, an
evaluation of inflationary pressures affecting operating costs, and annual debt service obligations in
regard to the Series 2017A and Series 2022A issuances.
Staff was directed to utilize diligence when projecting FY2024-25 revenues and expenses, as well as
an updated Capital Improvement Plan (CIP), to ensure that the District’s cost of service is being met
and to focus on the District’s core mission of providing reliable water and wastewater services to
protect public health and the environment, all the while providing premier customer service.
There were four (4) subsequent budget workshops held on February 22, March 28, and April 25,
2024, where staff, in response to the directions and objectives provided by the Board at the February
22, 2024 meeting, presented their proposed program budgets for FY2024-25 revenue and expenses
and an updated 5-year CIP. There have been various presentations and discussions in regard to the
proposed adjustments to rates, fees, charges, and a calculated pass-through of $0.34, which is to be
added to the proposed commodity rate, and the projected impact they would have on revenues were
presented to the Board.
Staff recommends that the Board of Directors consider and adopt the presented water and sewer
rates, fees, and charges by approving the two presented resolutions.
ATTACHMENTS:
1. Resolution No. 2024-XX - Adjusting Water Rates and Charges
2. Resolution No. 2024-XX - Adjusting Sewer Rates and Charges
Page 4 of 56
Resolution No. 2024-XX of Adjusting Water Rates and Charges Effective July 1, 2024 1
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADJUSTING WATER RATES AND CHARGES
EFFECTIVE JULY 1, 2024 AND
RESCINDING RESOLUTION NO. 2023-08
WHEREAS, pursuant to California Water Code Section 31007, the Board of
Directors of the Yorba Linda Water District (“YLWD”) is required to set
water rates and charges at a level which will yield an amount of
revenue sufficient to pay for operating expenses, provide for repairs
and depreciation of works, and pay the principal and interest on any
bonded debt.
WHEREAS,Section 5470 et seq. of the California Health and Safety Code
authorizes YLWD to establish rates and charges regarding water and
to collect those rates and charges on the County of Orange property
tax roll.
WHEREAS,pursuant to California Government Code Section 53756, YLWD may
adopt a schedule of fees or charges authorizing automatic
adjustments that pass through increases in wholesale charges for
water.
WHEREAS, At the Board of Directors meeting on April 13, 2021, the Board of
Directors considered, received and filed the 2021 Water and Sewer
Rate Study Report (“2021 Rate Study”), including schedules of
proposed water rate increases described in the Rate Study.
WHEREAS,pursuant to, and in compliance with, Proposition 218 (California
Constitution art. XIII D), the District on April 22, 2021, mailed a notice
of its public hearing to consider pass-through charges and a new
five-year schedule of water (and sewer rate) increases (“Prop 218
Notice”) to all YLWD customers of record and parcel owners within
the District’s service area.
WHEREAS,on June 8, 2021, and in accordance with article XIII D, Section 6, the
Board of Directors held a public hearing regarding its Prop 218 Notice
and considered timely written and oral protests, if any, to the Prop
218 Notice.
WHEREAS, at the public hearing, a majority of parcel owners did not protest
against the proposed new schedules of water rates and charges in
the Prop 218 Notice, and the Board of Directors adopted the
proposed new schedule.
Page 5 of 56
Resolution No. 2024-XX of Adjusting Water Rates and Charges Effective July 1, 2024 2
WHEREAS,the District Board of Directors previously adopted Resolution No.
2021-14 which established water rates and charges effective July 1,
2021.
WHEREAS,Resolution Nos. 2021-14 and 2023-08 stated the Board of Directors’
findings, determinations, and resolutions to adopt a new proposed
schedule of water rates and charges, which are not repeated in this
Resolution to avoid any confusion regarding the findings,
determinations, and resolutions to adjust the water rates and charges
in this Resolution in accordance with the previously adopted
schedule.
WHEREAS,Resolution No. 2023-08 stated the Board of Directors’ findings,
determinations, and resolutions to adopt a new proposed schedule
of water rates and charges, which are not repeated in this Resolution
to avoid any confusion regarding the findings, determinations, and
resolutions to adjust the water rates and charges in this Resolution in
accordance with the previously adopted schedule.
WHEREAS,following substantial review and analysis, which included multiple
Board workshops, District staff prepared a cost of service analysis for
Fiscal Year 2024-25.
WHEREAS,in accordance with the cost of service analysis and Water Code
Section 31007, the Board of Directors desires to adjust certain water
rates and charges effective July 1, 2024 within the confines of the
District’s water rate schedule published in its Prop 218 Notice.
NOW, THEREFORE, BE IT RESOLVED that the Board of Directors of the Yorba Linda
Water District does hereby find, determine, and resolve the following:
Section 1.The matters set forth in the foregoing recitals are true and correct.
Section 2.Resolution No. 2023-08 is hereby rescinded effective June 30, 2024.
Section 3.The District water rates and charges for water service are hereby
adjusted as follows and will take effect on July 1, 2024:
For All Potable Water Service:
All Water Usage shall be charged at: $ 3.77 / 100 Cubic Feet (ccf)
(Includes a $0.34 Pass-Through Adjustment)
Page 6 of 56
Resolution No. 2024-XX of Adjusting Water Rates and Charges Effective July 1, 2024 3
Monthly Service Charge for:
5/8” and 3/4” Meters $ 35.82
1” Meters $ 55.88
1 1/2” Meters $ 105.95
2” Meters $ 166.04
3” Meters $ 356.39
4” Meters $ 636.87
6” Meters $1,608.57
Monthly Private Fire Protection Charge for:
4” Meters $ 10.19
6” Meters $ 26.66
8” Meters $ 55.10
10” Meters $ 97.88
Annual Capital (Finance) Charge for:
5/8” and 3/4” Meters $ 88.32
1” Meters $ 147.24
1 1/2” Meters $ 294.12
2” Meters $ 470.16
3” Meters $1,028.04
4” Meters $1,849.92
6” Meters $4,698.12
Section 4.Drought Rates, as scheduled, would become effective on customer
monthly billing statements per ccf of potable water in addition to the
Commodity Rate in effect should a mandate be declared by the
State of California or other agency of authority. The schedule
effective July 1, 2024 is hereby set forth as follows:
Drought
Stage
Water Use
Reduction
Additional
Charge
Equivalent
Shortage Level in
WSCP*
No Drought 0%$0.00/ccf 0 0%-Normal
Stage 1 10%$0.18/ccf 1 (Up to 10%)
Stage 2 20%$0.35/ccf 2 (Up to 20%)
Stage 3 30%$0.73/ccf 3
4
(Up to 30%)
Up to 40%)
Stage 4 50%$1.34/ccf 5
6
(Up to 50%)
(>50%)
*2020 Water Shortage Contingency Plan
Page 7 of 56
Resolution No. 2024-XX of Adjusting Water Rates and Charges Effective July 1, 2024 4
PASSED AND ADOPTED this 30th day of May 2024, by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 8 of 56
Resolution No. 2024-XX Adjusting Sewer Rates and Charges Effective July 1, 2024 1
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADJUSTING SEWER RATES AND CHARGES
EFFECTIVE JULY 1, 2024 AND
RESCINDING RESOLUTION NO. 2023-09
WHEREAS, pursuant to California Water Code Section 31007, the Board of
Directors of the Yorba Linda Water District is required to set sewer
rates and charges at a level which will yield an amount of revenue
sufficient to pay for operating expenses, provide for repairs and
depreciation of works, and pay the principal and interest on any
bonded debt.
WHEREAS, Section 5470 et seq. of the California Health and Safety Code
authorizes YLWD to establish rates and charges regarding sanitation
and sewerage system and to collect those rates and charges on the
County of Orange property tax roll.
WHEREAS, at the Board of Directors meeting on April 13, 2021, the Board of
Directors considered, received and filed the 2021 Water and Sewer
Rate Study Report (“2021 Rate Study”), including the schedules of
proposed sewer rate increases described in the Rate Study.
WHEREAS, pursuant to, and in compliance with, Proposition 218 (California
Constitution art. XIII D), the District on April 22, 2021, mailed a notice
of its public hearing to consider a new five-year schedule of sewer
rate increases (“Prop 218 Notice”) to all YLWD customers of record
and parcel owners within the District’s service area.
WHEREAS, on June 8, 2021, and in accordance with article XIII D, Section 6, the
Board of Directors held a public hearing regarding its Prop 218 Notice
and considered timely written and oral protests, if any, to the Prop
218 Notice.
WHEREAS, at the public hearing, a majority of parcel owners did not protest
against the proposed new schedule of sewer rates and charges in
the Prop 218 Notice and the Board of Directors adopted the
proposed new schedule.
WHEREAS, the District Board of Directors previously adopted Resolution No.
2021-15 which established sewer rates and charges effective July 1,
2021.
Page 9 of 56
Resolution No. 2024-XX Adjusting Sewer Rates and Charges Effective July 1, 2024 2
WHEREAS, Resolution Nos. 2021-15 and 2023-09 stated the Board of Directors’
findings, determinations, and resolutions to adopt a new proposed
schedule of sewer rates and charges, which are not repeated in this
Resolution to avoid any confusion regarding the findings,
determinations, and resolutions to adjust the sewer rates and charges
in this Resolution in accordance with the previously adopted
schedule.
WHEREAS, Resolution No. 2023-09 stated the Board of Directors’ findings,
determinations, and resolutions to adopt a new proposed schedule
of sewer rates and charges, which are not repeated in this Resolution
to avoid any confusion regarding the findings, determinations, and
resolutions to adjust the sewer rates and charges in this Resolution in
accordance with the previously adopted schedule.
WHEREAS, following substantial review and analysis, which included multiple
Board workshops, District staff prepared a cost of service analysis for
Fiscal Year 2024-25.
WHEREAS, in accordance with the cost of service analysis and Water Code
Section 31007, the Board of Directors desires to adjust certain sewer
rates and charges effective July 1, 2024 within the confines of the
District’s sewer rate schedule published in its Prop 218 Notice.
NOW, THEREFORE, BE IT RESOLVED that the Board of Directors of the Yorba Linda
Water District does hereby find, determine, and resolve the following:
Section 1. The matters set forth in the foregoing recitals are true and correct.
Section 2. Resolution No. 2023-09 is hereby rescinded effective June 30, 2024.
Section 3. The District sewer rates and customer connection charges for sewer
service are hereby adjusted as follows and will take effect on July 1,
2024:
A. Residential:
1. Residential - individually metered $13.77 per month
2. Residential - master metered $13.25 per month per
unit
Page 10 of 56
Resolution No. 2024-XX Adjusting Sewer Rates and Charges Effective July 1, 2024 3
B. Commercial-Industrial and Public Schools:
1. For all sewer customers in this category who use
meter readings, the rate is as follows:
a. First 700 cubic feet per month of water
consumption per month: $13.77 per month.
b. All water consumption in excess of 700 cubic
feet per month: $0.53 per 100 cubic feet.
2. Alternatively, for customers who have a sewer meter
or who can demonstrate to the District’s satisfaction
that 100% of the water meter reading ends up in the
District’s sewer system, the rate is as follows:
a. First 700 cubic feet per month of water
consumption per month: $13.77 per month
b. All water consumption in excess of 700 cubic
feet per month: $0.53 per 100 cubic feet.
PASSED AND ADOPTED this 30th day of May 2024 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 11 of 56
ITEM NO. 9.2.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Delia Lugo, Finance Manager
Sophia Phuong, Accounting Supervisor
Paige Appel, Budget Analyst
SUBJECT: Adopting Water and Sewer Development and Customer Service Fees
RECOMMENDATION:
That the Board of Directors (1) adopt Resolution No. 2024-XX adopting Water Development and
Customer Service Fees effective July 1, 2024 and rescinding Resolution No. 2023-10; and (2) adopt
Resolution No. 2024-XX adopting Sewer Development and Customer Service Fees effective July 1,
2024 and rescinding Resolution No. 2023-11.
BACKGROUND:
The current Water Development and Customer Service Fees and Sewer Development and Customer
Service Fees were adopted via Resolution Nos. 2023-10 and 2023-11 respectively in June 2023.
Staff reviewed and updated the methodology for the basis of determining fair and equitable fees that
cover the cost of service to provide the listed water and sewer related services. Projected staff time,
equipment, and material costs utilized to perform the service(s) required are included in determining
each cost of service. Staff costs include the average hourly rate(s) and benefit costs of the
employee(s) providing the service, as well as eligible indirect cost factors. Attached are resolutions
with the updated Water Development and Customer Service Fees and Sewer Development and
Customer Service Fees.
ATTACHMENTS:
1. Resolution No. 2024-XX - Adopting Water Development and Customer Service Fees
2. Resolution No. 2024-XX - Adopting Sewer Development and Customer Service Fees
Page 12 of 56
Resolution No. 2024-XX Adopting Water Development and Customer Service Fees 1
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADOPTING WATER DEVELOPMENT AND CUSTOMER SERVICE FEES
AND RESCINDING RESOLUTION NO. 2023-10
WHEREAS, the Yorba Linda Water District Rules and Regulations for Water
Service include a provision that Water Development and Customer
Service Fees shall be adopted by separate Resolution; and
WHEREAS, the Board of Directors of the Yorba Linda Water District has, from time
to time, adopted Ordinances and Resolutions to change the Water
Development and Customer Service Fees for services provided by
the District; and
WHEREAS, the fees collected pursuant to this Resolution shall be used to fund
costs necessitated by the services provided by the District.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Section 1. Fees identified in Section 4 of the Rules and Regulations for Water
Service shall be as follows:
A. New Account Setup Fee $50.00 per Occurrence
B. Late Payment Fee 10% of Outstanding
Charges
C. Notice of Discontinuance $15.00 per Occurrence
D. Shut-Off Due to Non-Payment $50.00 per Occurrence
E. Reestablish Service $50.00 per Occurrence
F. Callout After Hours $230.00 per Occurrence
G. Tampered Lock – Residential $95.00 per Occurrence
H. Tampered Lock – Commercial $150.00 per Occurrence
I. Meter Removal $140.00 per Occurrence
J. Meter Replacement
(Due to Meter Removal) $140.00 per Occurrence
(Plus additional labor
and materials due to
customer tampering.)
K. Return Payment Fee $40.00 per Occurrence
Page 13 of 56
Resolution No. 2024-XX Adopting Water Development and Customer Service Fees 2
L. Stop Payment of District Check $25.00 per Occurrence
M. Water Meter Testing Fee $145.00 (Plus cost of
independent laboratory
testing if applicable.)
N. Residential Customer Deposit (Determined by 3rd Party Processing)
Potential of Risk “Green” $0.00 per Meter
Potential of Risk “Yellow” $180.00 per Meter
Potential of Risk “Red” $320.00 per Meter
O. Commercial Customer Deposit
1 ½ Inch Meter & Below $880.00 per Meter
2 Inch Meter $1,560.00 per Meter
3 Inch Meter $3,450.00 per Meter
4 Inch and Larger Meter $3,490.00 per Meter
Section 2. Fees identified in Sections 2, 3, and 7 of the Rules and Regulations for
Water Services shall be as follows:
A. Construction Meters
(Temporary connection at a location approved by District staff.)
Deposit $3,360.00 per Meter
New Account Setup Fee $20.00 per Occurrence
Meter Use Fee $9.21 per Day
Move to a New Location $145.00 per Occurrence
An approved backflow prevention device to be provided by
Customer at time of meter installation. Calibration fee may apply.
B. New Meter Connection Fee
(Excludes meter box, meter lid, and customer service shut-off valve.)
1 Inch Meter $910.00 per Meter
1 ½ Inch Meter $1,460.00 per Meter
2 Inch Meter $1,860.00 per Meter
Meter(s) Larger Than 2 Inch Actual Costs
Meter(s) Within Traffic Area Actual Costs
Page 14 of 56
Resolution No. 2024-XX Adopting Water Development and Customer Service Fees 3
C. Temporary Water Services 2 Times the Current Potable
Water Rate Per 100 Cubic
Feet
D. Temporary Untreated Water MWDSC Untreated Rate, plus
other MWDOC Fees, plus
$13.00 per acre-foot.
E. Permanent Untreated Water MWDSC Untreated Rate, plus
other MWDOC Fees, Plus
$13.00 per acre-foot.
F. Backflow Device Monitoring Fee $4.07 per Month
G. Water Capacity Fee
Adequate Water Main(s) Serve Property
1 Inch Meter $13,900
1-1/2 Inch Meter $27,801
2 Inch Meter $44,481
3 Inch Meter $97,302
4 Inch Meter $175,144
6 Inch Meter $361,409
Additional Capacity Fees may apply to larger developments
Developer to Construct Water Main(s) to Serve Property
1 Inch Meter $10,045
1-1/2 Inch Meter $20,091
2 Inch Meter $32,146
3 Inch Meter $70,318
4 Inch Meter $126,573
6 Inch Meter $261,182
Additional Capacity Fees may apply to larger developments
H. Water Deposit (Plan Check, Inspection, GIS Data Conversion,
Administrative, and Records/Billing Services Costs)
5 or Less Connections $15,240.00 Deposit
6-10 Connections $19,870.00 Deposit
11-20 Connections $24,790.00 Deposit
Page 15 of 56
Resolution No. 2024-XX Adopting Water Development and Customer Service Fees 4
21-30 Connections $33,280.00 Deposit
31-40 Connections $41,800.00 Deposit
41-50 Connections $47,550.00 Deposit
51-99 Connections $54,070.00 Deposit
100 and Higher Number of Connections $71,440.00 Deposit
Note: The above “Water Deposit” will be required upon application.
Additional funds may be required upon the Yorba Linda Water
District (YLWD) reaching 85% of the deposit balance. The deposit will
be charged current salary and vehicle rates based on a project
number. All unused deposit funds will be refunded to the current
customer on record upon close out of the project. Please note
additional customer service, water service, and meter fees may be
required.
I. Single Service Fee $2,110.00 per Permit
Section 3. Penalties identified in Section 4.7 of the Rules and Regulations for
Water Services shall be as follows:
A. Meter Tampering Penalties
1st Violation $1,000 Plus Cost of Inspection,
Repair, Calibration, and
Estimated Usage
2nd Violation $2,500 Plus Cost of Inspection,
Repair, Calibration, and
Estimated Usage
3rd Violation $5,000 Plus Cost of Inspection,
Repair, Calibration, and
Estimated Usage
B. Hydrant Tampering Penalties
1st Violation $1,000 Plus Cost of Inspection,
Repair, and Estimated Usage
2nd Violation $2,500 Plus Cost of Inspection,
Repair, and Estimated Usage
3rd Violation $5,000 Plus Cost of Inspection,
Repair, and Estimated Usage
C. Illegal Water System Connection Penalties
1st Violation $5,000 Plus Cost of Inspection,
Repair, and Estimated Usage
Page 16 of 56
Resolution No. 2024-XX Adopting Water Development and Customer Service Fees 5
2nd Violation $10,000 Plus Cost of
Inspection, Repair, and
Estimated Usage
3rd Violation $15,000 Plus Cost of
Inspection, Repair, and
Estimated Usage
D. Obstructing District Facilities Actual Costs of Removing
Obstruction
(Applicable if 48 hours has
lapsed from proper District
notification of obstruction.)
Section 4. The fees adopted herein shall take effect on July 1, 2024 and
Resolution No. 2023-10 is hereby rescinded effective June 30, 2024.
PASSED AND ADOPTED this 30th day of May 2024 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 17 of 56
Resolution No. 2024-XX Adopting Sewer Development and Customer Service Fees 1
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADOPTING SEWER DEVELOPMENT AND CUSTOMER SERVICE FEES
AND RESCINDING RESOLUTION NO. 2023-11
WHEREAS, the Yorba Linda Water District Rules and Regulations for Sewer
Service include a provision that Sewer Development and Customer
Service Fees shall be adopted by separate Resolution; and
WHEREAS, the Board of Directors of the Yorba Linda Water District has, from time
to time, adopted Ordinances and Resolutions to change the Sewer
Development Fees and Customer Service Fees for services provided
by the District; and
WHEREAS, the fees collected pursuant to this Resolution shall be used to fund
costs necessitated by the services provided by the District.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Section 1. Fees identified in Section 6 and 8 of the Rules and Regulations for
Sewer Services shall be as follows:
A. Frontage Charge
Applies to Properties Where Adequate Sewer Mains Serve
Property and Property is Not Subject to Developer
Reimbursement Program
Single Family Residence $6,305
Master Metered Sewer Frontage (FT) ÷ 75 FT
x $6,305
Commercial Sewer Frontage (FT) ÷ 75 FT
x $6,305
B. Sewer Capacity Fee
Single Family Residence $865
Master Metered 0.82 x Number of Units x
$865
Commercial Equivalent Dwelling Unit x
Total SF/1,000SF x $865
Equivalent Dwelling Unit (EDU) is based on one Single Family
Residence and average property frontage of 75 feet
Page 18 of 56
Resolution No. 2024-XX Adopting Sewer Development and Customer Service Fees 2
C. Sewer Deposit (Plan Check, Inspection, GIS Data Conversion,
Administrative, and Records/Billing Services Costs)
5 or Less Connections $10,700.00 Deposit
6-10 Connections $13,250.00 Deposit
11-20 Connections $21,490.00 Deposit
21-30 Connections $25,410.00 Deposit
31-40 Connections $30,650.00 Deposit
41-50 Connections $35,690.00 Deposit
51-99 Connections $42,230.00 Deposit
100 and Higher Number of Connections $54,550.00 Deposit
Note: The above “Sewer Deposit” will be required upon application.
Additional funds may be required upon the Yorba Linda Water District
(YLWD) reaching 85% of the deposit balance. The deposit will be
charged current salary and vehicle rates based on a project number.
All unused deposit funds will be refunded to the current property
owner on record upon close out of the project. Please note
additional customer service and sewer development fees may be
required.
D. Single Service Fee $1,890.00 per Permit
E. Sewer Cleaning – Hot Spots Fee Actual Costs
(Fee assessed to number of
customers serviced.)
Section 2. Penalties identified in Section 11 and 13 of the Rules and Regulations
for Sewer Services shall be as follows:
A. Sewer Tampering Penalties
1st Violation $1,000 Plus Cost of
Inspection, Repair, and
Estimated Usage
2nd Violation $2,500 Plus Cost of
Inspection, Repair, and
Estimated Usage
3rd Violation $5,000 Plus Cost of
Inspection, Repair, and
Estimated Usage
Page 19 of 56
Resolution No. 2024-XX Adopting Sewer Development and Customer Service Fees 3
B. Illegal Sewer System Connection Penalties
1st Violation $5,000 Plus Cost of
Inspection, Repair, and
Estimated Usage
2nd Violation $10,000 Plus Cost of
Inspection, Repair and
Estimated Usage
3rd Violation $15,000 Plus Cost of
Inspection, Repair and
Estimated Usage
C. Obstructing District Facilities Actual Costs of Removing
Obstruction
(Applicable if 48 hours has
lapsed from proper District
notification of obstruction.)
Section 3. The fees adopted herein shall take effect on July 1, 2024 and
Resolution No. 2023-11 is hereby rescinded effective June 30, 2024.
PASSED AND ADOPTED this 30th day of May 2024 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 20 of 56
ITEM NO. 9.3.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Delia Lugo, Finance Manager
Sophia Phuong, Accounting Supervisor
Paige Appel, Budget Analyst
SUBJECT: Adopting Fats, Oils, and Grease Control Program Fees
RECOMMENDATION:
That the Board of Directors adopt Resolution No. 2024-XX adopting Fats, Oils, and Grease Control
Program Fees and rescinding Resolution No. 2023-12.
BACKGROUND:
In 2004, the District adopted Ordinance No. 04-01, regulating Food Service Establishments ("FSE")
fats, oils, and grease (FOG) discharge into the sewer system. The State Water Resources Control
Board Order No. 2006-0003-DWQ (and as amended by Order Nos. WQ 2008-0002-EXEC and WQ
2013-0058-EXEC) mandates the District to enforce this regulation. In response, the District required
all FSEs within its sewer maintenance jurisdiction to comply with the FOG Program and apply for an
annual FOG Wastewater Discharge Permit. Staff has reviewed costs associated with maintaining the
FOG Program and based on the findings, is recommending the schedule of fees be updated as
presented in the attached resolution to ensure the District's cost of service is met.
ATTACHMENTS:
1. Resolution No. 2024-XX - Adopting FOG Control Program Fees
Page 21 of 56
Resolution No. 2024-XX Adopting FOG Control Program Fees 1
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADOPTING FATS, OILS, AND GREASE CONTROL PROGRAM FEES
AND RESCINDING RESOLUTION NO. 2023-12
WHEREAS, in 2002, the Santa Ana Regional Water Quality Control Board enacted
Rule R8-2002-0014 requiring all sewage agencies to adopt the
requirements of a new Wastewater Discharge Requirement (WDR);
and
WHEREAS, in 2006, the Santa Ana Regional Water Quality Control Board Rule R8-
2002-0014 was rescinded and a new statewide permit was adopted
based on R8-2002-0014; and
WHEREAS, the WDR and statewide permit require many municipalities, including
the Yorba Linda Water District, to increase the level of maintenance,
operations, and capital improvement repairs to their sewer systems
and to have in place a fats, oils, and grease control program; and
WHEREAS, on July 22, 2004, the Board of Directors adopted Ordinance No. 04-01,
creating a Fats, Oils, and Grease Control Program for Food Service
Establishments (FSE) in the City of Yorba Linda and portions of the
cities of Anaheim, Brea, and Placentia requiring a permit for sewer
discharges, which could contain fats, oils, and grease, and imposing
requirements for monitoring of and elimination of fats, oils, grease
from sewer discharges for such establishments; and
WHEREAS, Ordinance No. 04-01, authorizes the adoption by resolution of a Fats,
Oils, and Grease Wastewater Discharge Permit Fee and Grease
Disposal Mitigation Fee to cover the costs of increased maintenance
and administration of the sewer system as a result of the Food Service
Establishments’ inability to remove Fats, Oils, and Greases from its
wastewater discharged, and to require Food Service Establishments
to protect the District’s sanitary sewer system; and
WHEREAS, the Board of Directors of the Yorba Linda Water District has, from time
to time, adopted Resolutions to change the Fats, Oils, and Grease
Control Program Fees for services provided by the District.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Page 22 of 56
Resolution No. 2024-XX Adopting FOG Control Program Fees 2
Section 1. The fees adopted for Yorba Linda Water District Fats, Oils, and Grease
Control Program shall be as follows:
A. Initial Permit and Application Fee $250.00 per FSE
B. Annual Renewal $250.00 per Year/FSE
C. Non-Compliance Fee $440.00 per Occurrence
D. Mitigation Fee Actual Costs*
*Actual costs will be invoiced based on District’s current salary
rates, benefits, materials, and equipment rates in effect at that
time.
Section 2. The fees adopted herein shall take effect on July 1, 2024 and
Resolution No. 2023-12 is hereby rescinded effective June 30, 2024.
PASSED AND ADOPTED this 30th day of May 2024 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 23 of 56
ITEM NO. 9.4.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Vivian Lim, Human Resources Analyst
Lori Thompson, Human Resources and Risk Manager
SUBJECT: Ratifying Budgeted Positions for Fiscal Year 2024-25
RECOMMENDATION:
That the Board of Directors adopt Resolution No. 2024-XX ratifying budgeted positions, job
classifications and salary schedule for Fiscal Year 2024-25.
BACKGROUND:
In compliance with California Code of Regulations (CCR) Section 570.5 and the Public Employees'
Retirement Law (PERL), the Board of Directors ratifies the District's budgeted positions prior to each
fiscal year, or more often as needed. On October 19, 2024, the Board of Directors ratified (81)
eighty-one regular full-time positions and (2) two part-time intern positions for Fiscal Year 2023-24.
No additional salary adjustments or reclassifications have been made during Fiscal Year 2023-24, so
Budgeted Positions (Exhibit A), remains at (81) eighty-one regular full-time positions and (2) two part-
time intern positions effective July 1, 2024.
YLWD Job Classifications and Salary Schedule (Exhibit B), is amended to reflect a 4% Cost of Living
Adjustment effective July 1, 2024, based on the terms of current labor agreements. Additionally,
reference to an outdated minimum wage rate relative to two part-time intern positions has been
removed.
FISCAL IMPACT:
The fiscal impact on the budget for Fiscal Year 2024-25 is an increase of approximately $560,000 in
salaries only.
PRIOR RELEVANT BOARD ACTION:
The Board of Directors routinely ratifies the budgeted positions each fiscal year and as amended.
STRATEGIC PLAN INITIATIVES:
G5 1A- Retain a highly skilled and capable workforce; G5 1B - Provide pathways to training and
career progression; and G5 1D - Establish and maintain a comprehensive succession plan and
review and revise job specifications as needed.
Page 24 of 56
ATTACHMENTS:
1. Resolution No. 2024-XX - Budgeted Positions for FY24-25
2. Exhibit A - Budgeted Positions
3. Exhibit B - Job Classifications and Salary Schedule
Page 25 of 56
Resolution No. 2024-XX Ratifying the Budgeted Positions for Fiscal Year 2024-25
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
RATIFYING THE BUDGETED POSITIONS FOR FISCAL YEAR 2024-25
WHEREAS,the Board of Directors adopts a budget on an annual basis; and
WHEREAS, the Board of Directors is required to ratify the budgeted positions for
each fiscal year in compliance with California Code of Regulations
(CCR) Section 570.5 and the Public Employees’ Retirement Law
(PERL); and
WHEREAS,it is the desire of the Board of Directors to ratify these amendments as
authorized by the General Manager.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Section 1.The number of Budgeted Positions as set forth in Exhibit “A” and
attached hereto is approved and adopted for Fiscal Year 2024-25
effective July 1, 2024.
Section 2.The Job Classifications and Salary Schedule as set forth in Exhibit “B”
and attached hereto is approved and adopted for Fiscal Year
2024-25 effective July 1, 2024.
Section 3. Reaffirm that the General Manager is hereby authorized to employ
up to the number of employees budgeted and funded in each fiscal
year without further approval of the Board of Directors.
Section 4. Reaffirm that the General Manager is hereby authorized while this
Resolution is active to fill a budgeted position that is vacated with a
new employee at a lower or equal classification and/or with a part-
time employee or contract staff. The General Manager is further
authorized to fix and alter the compensation of employees subject
to budget limitations.
PASSED AND ADOPTED this 30th day of May 2024 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
Page 26 of 56
Resolution No. 2024-XX Ratifying the Budgeted Positions for Fiscal Year 2024-25
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 27 of 56
Resolution No. 2024-XX
Budgeted Positions for Fiscal Year 2024-25
Ratified May 30, 2024
Exhibit A
Salary
Range Position Classification Ratified
10/1/2023 Change Effective
7/1/2024
R13 Meter Reader I 2 2
R17 Records Management Specialist 1 1
Field Customer Services Rep/Meters II 1 1
R18 Customer Service Rep II 3 3
Maintenance Worker I 5 5
R19 Operations Assistant 1 1
R21 Mechanic II 1 1
Information Systems Tech I 1 1
R22 Administrative Assistant II 1 1
Maintenance Worker II 8 8
R24 Customer Service Rep III 2 2
Plant Operator I (Operator In Training)2 2
R25 Sr. Field Customer Service Rep/Meters 1 1
R26
Assistant Engineer I 0 0
Accounting Assistant II 2 2
Construction Inspector 1 1
GIS Technician II 1 1
Sr. Facilities Maintenance Worker 0 0
R27 Mechanic III 1 1
R28
Public Affairs Specialist 1 1
Maintenance Worker III 6 6
Water Quality Cross-Connection Specialist 1 1
R29 Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)1 1
R30 Assistant Engineer II 1 1
Plant Operator II 3 3
R31
Electrical/SCADA Technician 1 1
Human Resources Analyst 2 2
Executive Assistant 0 0
R32 Accountant 1 1
Sr. Construction Inspector 1 1
R34 Assistant Engineer III 1 1
Budget Analyst 1 1
R35
Sr. Mechanic 1 1
Customer Service Billing Administrator 0 0
Records Management Administrator 0 0
R36 Sr. Maintenance Worker 4 4
R37 Records Management Administrator (Hired prior to 7/1/2023)1 1
R38
Sr. Plant Operator 1 1
Customer Service Billing Administrator (Hired prior to 7/1/2023)1 1
Public Affairs Officer 1 1
Safety Officer 1 1
R39 Sr. Executive Assistant/Board Secretary 0 0
R40 Associate Engineer 1 1
R42 Accounting Supervisor 1 1
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)1 1
R44 Chief Water System Operator 1 1
R46 Sr. Engineer 2 2
R47 Sr. IS Administrator 0 0
R48
Maintenance Superintendent 1 1
Operations Superintendent 1 1
Sr. IS Administrator (Hired prior to 7/1/2023)1 1
Page 1 of 2
Page 28 of 56
Resolution No. 2024-XX
Budgeted Positions for Fiscal Year 2024-25
Ratified May 30, 2024
Exhibit A
R50 Production Superintendent 1 1
Principal Engineer 1 1
R56 Human Resources and Risk Manager 1 1
R58
Engineering Manager 1 1
Finance Manager 1 1
Human Resources and Risk Manager 0 0
Operations Manager 1 1
R66 Assistant General Manager 1 1
Salary Set
by Board
General Manager 1 1
Two Part-Time Interns (.5 FTE each)1 1
Total 82 82
Salary
Range Position Classification Ratified
10/1/2023 Change Effective
7/1/2024
Page 2 of 2
Page 29 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
CLASSIFICATION TITLE RANGE GROUP FLSA
Accountant R32 UN Exempt
Accounting Assistant I R13 BU Non-Exempt
Accounting Assistant II R26 UN Non-Exempt
Accounting Supervisor R42 UN Exempt
Administrative Assistant II R22 UN Non-Exempt
Assistant Engineer I R26 BU Non-Exempt
Assistant Engineer II R30 BU Non-Exempt
Assistant Engineer III R34 BU Non-Exempt
Assistant General Manager*R66 UN Exempt
Associate Engineer R40 UN Exempt
Budget Analyst R34 UN Exempt
Chief Water System Operator R44 UN Exempt
Construction Inspector R26 BU Non-Exempt
Customer Service Billing Administrator R35 UN Exempt
Customer Service Billing Administrator (Hired prior to 7/1/2023)R38 UN Exempt
Customer Service Representative I R14 BU Non-Exempt
Customer Service Representative II R18 BU Non-Exempt
Customer Service Representative III R24 BU Non-Exempt
Electrical/SCADA Technician R31 BU Non-Exempt
Engineering Manager*R58 UN Exempt
Field Customer Service Representative/Meters II R17 BU Non-Exempt
Finance Manager*R58 UN Exempt
GIS Technician I R22 BU Non-Exempt
GIS Technician II R26 BU Non-Exempt
Human Resources Analyst R31 UN Exempt
Human Resources and Risk Manager*R56 UN Exempt
Human Resources Technician R25 UN Non-Exempt
Information Systems Technician I R21 BU Non-Exempt
Maintenance Superintendent R48 UN Exempt
Maintenance Worker I R18 BU Non-Exempt
Maintenance Worker II R22 BU Non-Exempt
Maintenance Worker III R28 BU Non-Exempt
Mechanic I R17 BU Non-Exempt
Mechanic II R21 BU Non-Exempt
Mechanic III R27 BU Non-Exempt
Meter Reader I R13 BU Non-Exempt
Operations Assistant R19 BU Non-Exempt
Operations Manager*R58 UN Exempt
Operations Superintendent R48 UN Exempt
Plant Operator I (Operator-in-Training)R24 BU Non-Exempt
Plant Operator II R30 BU Non-Exempt
Principal Engineer R50 UN Exempt
Production Superintendent R50 UN Exempt
Public Affairs Officer R38 UN Exempt
Public Affairs Specialist R28 BU Non-Exempt
Records Management Administrator R35 UN Exempt
Records Management Administrator (Hired prior to 7/1/2023)R37 UN Exempt
Records Management Specialist R17 UN Non-Exempt
Safety Officer R38 UN Exempt
Safety and Training Technician R28 UN Non-Exempt
Sr. Construction Inspector R32 BU Non-Exempt
Sr. Engineer R46 UN Exempt
Sr. Executive Assistant/Board Secretary R39 UN Exempt
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)R42 UN Exempt
Sr. Facilities Maintenance Worker R26 BU Non-Exempt
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)R29 BU Non-Exempt
Sr. Field Customer Service Representative/Meters R25 UN Non-Exempt
Sr. Information Systems Administrator R47 UN Exempt
Sr. Information Systems Administrator (Hired prior to 7/1/2023)R48 UN Exempt
Sr. Maintenance Worker R36 UN Non-Exempt
Sr. Mechanic R35 UN Non-Exempt
Sr. Plant Operator R38 UN Non-Exempt
Water Quality Cross-Connection Specialist R28 BU Non-Exempt
* Management Classifications
Ratified May 30, 2024
Exhibit B
Page 30 of 56
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Page 31 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
Approximately 2.5% between each step and
2.5% between each range
Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11
Hourly 29.11$ 29.84$ 30.59$ 31.35$ 32.14$ 32.94$ 33.76$ 34.61$ 35.47$ 36.36$ 37.27$
Monthly 5,046.25$ 5,172.42$ 5,301.67$ 5,434.25$ 5,570.08$ 5,709.33$ 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$
Yearly 60,555$ 62,069$ 63,620$ 65,211$ 66,841$ 68,512$ 70,225$ 71,981$ 73,780$ 75,625$ 77,515$
Hourly 29.84$ 30.59$ 31.35$ 32.14$ 32.94$ 33.76$ 34.61$ 35.47$ 36.36$ 37.27$ 38.20$
Monthly 5,172.42$ 5,301.67$ 5,434.25$ 5,570.08$ 5,709.33$ 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$
Yearly 62,069$ 63,620$ 65,211$ 66,841$ 68,512$ 70,225$ 71,981$ 73,780$ 75,625$ 77,515$ 79,453$
Hourly 30.59$ 31.35$ 32.14$ 32.94$ 33.76$ 34.61$ 35.47$ 36.36$ 37.27$ 38.20$ 39.15$
Monthly 5,301.67$ 5,434.25$ 5,570.08$ 5,709.33$ 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$
Yearly 63,620$ 65,211$ 66,841$ 68,512$ 70,225$ 71,981$ 73,780$ 75,625$ 77,515$ 79,453$ 81,440$
Hourly 31.35$ 32.14$ 32.94$ 33.76$ 34.61$ 35.47$ 36.36$ 37.27$ 38.20$ 39.15$ 40.13$
Monthly 5,434.25$ 5,570.08$ 5,709.33$ 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$
Yearly 65,211$ 66,841$ 68,512$ 70,225$ 71,981$ 73,780$ 75,625$ 77,515$ 79,453$ 81,440$ 83,476$
Hourly 32.14$ 32.94$ 33.76$ 34.61$ 35.47$ 36.36$ 37.27$ 38.20$ 39.15$ 40.13$ 41.14$
Monthly 5,570.08$ 5,709.33$ 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$
Yearly 66,841$ 68,512$ 70,225$ 71,981$ 73,780$ 75,625$ 77,515$ 79,453$ 81,440$ 83,476$ 85,562$
Hourly 32.94$ 33.76$ 34.61$ 35.47$ 36.36$ 37.27$ 38.20$ 39.15$ 40.13$ 41.14$ 42.16$
Monthly 5,709.33$ 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$
Yearly 68,512$ 70,225$ 71,981$ 73,780$ 75,625$ 77,515$ 79,453$ 81,440$ 83,476$ 85,562$ 87,702$
Hourly 33.76$ 34.61$ 35.47$ 36.36$ 37.27$ 38.20$ 39.15$ 40.13$ 41.14$ 42.16$ 43.22$
Monthly 5,852.08$ 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$
Yearly 70,225$ 71,981$ 73,780$ 75,625$ 77,515$ 79,453$ 81,440$ 83,476$ 85,562$ 87,702$ 89,894$
Hourly 34.61$ 35.47$ 36.36$ 37.27$ 38.20$ 39.15$ 40.13$ 41.14$ 42.16$ 43.22$ 44.30$
Monthly 5,998.42$ 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$
Yearly 71,981$ 73,780$ 75,625$ 77,515$ 79,453$ 81,440$ 83,476$ 85,562$ 87,702$ 89,894$ 92,141$
Hourly 35.47$ 36.36$ 37.27$ 38.20$ 39.15$ 40.13$ 41.14$ 42.16$ 43.22$ 44.30$ 45.41$
Monthly 6,148.33$ 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$
Yearly 73,780$ 75,625$ 77,515$ 79,453$ 81,440$ 83,476$ 85,562$ 87,702$ 89,894$ 92,141$ 94,445$
Hourly 36.36$ 37.27$ 38.20$ 39.15$ 40.13$ 41.14$ 42.16$ 43.22$ 44.30$ 45.41$ 46.54$
Monthly 6,302.08$ 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$
Yearly 75,625$ 77,515$ 79,453$ 81,440$ 83,476$ 85,562$ 87,702$ 89,894$ 92,141$ 94,445$ 96,806$
R15
R16
R13
Accounting Assistant I
Meter Reader I
R14
Customer Service Representative I
R19
Operations Assistant
R20
R17
Field Customer Service Representative/Meters II
Mechanic I
Records Management Specialist
R18
Customer Service Representative II
Maintenance Worker I
R21
Information Systems Technician I
Mechanic II
R22
Administrative Assistant II
GIS Technician I
Maintenance Worker II
Ratified May 30, 2024
Exhibit B
Page 32 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
Approximately 2.5% between each step and
2.5% between each range
Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11
Hourly 37.27$ 38.20$ 39.15$ 40.13$ 41.14$ 42.16$ 43.22$ 44.30$ 45.41$ 46.54$ 47.70$
Monthly 6,459.58$ 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$
Yearly 77,515$ 79,453$ 81,440$ 83,476$ 85,562$ 87,702$ 89,894$ 92,141$ 94,445$ 96,806$ 99,226$
Hourly 38.20$ 39.15$ 40.13$ 41.14$ 42.16$ 43.22$ 44.30$ 45.41$ 46.54$ 47.70$ 48.90$
Monthly 6,621.08$ 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$
Yearly 79,453$ 81,440$ 83,476$ 85,562$ 87,702$ 89,894$ 92,141$ 94,445$ 96,806$ 99,226$ 101,707$
Hourly 39.15$ 40.13$ 41.14$ 42.16$ 43.22$ 44.30$ 45.41$ 46.54$ 47.70$ 48.90$ 50.12$
Monthly 6,786.67$ 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$
Yearly 81,440$ 83,476$ 85,562$ 87,702$ 89,894$ 92,141$ 94,445$ 96,806$ 99,226$ 101,707$ 104,250$
Hourly 40.13$ 41.14$ 42.16$ 43.22$ 44.30$ 45.41$ 46.54$ 47.70$ 48.90$ 50.12$ 51.37$
Monthly 6,956.33$ 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$
Yearly 83,476$ 85,562$ 87,702$ 89,894$ 92,141$ 94,445$ 96,806$ 99,226$ 101,707$ 104,250$ 106,856$
Hourly 41.14$ 42.16$ 43.22$ 44.30$ 45.41$ 46.54$ 47.70$ 48.90$ 50.12$ 51.37$ 52.66$
Monthly 7,130.17$ 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$
Yearly 85,562$ 87,702$ 89,894$ 92,141$ 94,445$ 96,806$ 99,226$ 101,707$ 104,250$ 106,856$ 109,527$
Hourly 42.16$ 43.22$ 44.30$ 45.41$ 46.54$ 47.70$ 48.90$ 50.12$ 51.37$ 52.66$ 53.97$
Monthly 7,308.50$ 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$
Yearly 87,702$ 89,894$ 92,141$ 94,445$ 96,806$ 99,226$ 101,707$ 104,250$ 106,856$ 109,527$ 112,265$
Hourly 43.22$ 44.30$ 45.41$ 46.54$ 47.70$ 48.90$ 50.12$ 51.37$ 52.66$ 53.97$ 55.32$
Monthly 7,491.17$ 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$
Yearly 89,894$ 92,141$ 94,445$ 96,806$ 99,226$ 101,707$ 104,250$ 106,856$ 109,527$ 112,265$ 115,072$
Hourly 44.30$ 45.41$ 46.54$ 47.70$ 48.90$ 50.12$ 51.37$ 52.66$ 53.97$ 55.32$ 56.71$
Monthly 7,678.42$ 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$
Yearly 92,141$ 94,445$ 96,806$ 99,226$ 101,707$ 104,250$ 106,856$ 109,527$ 112,265$ 115,072$ 117,949$
Hourly 45.41$ 46.54$ 47.70$ 48.90$ 50.12$ 51.37$ 52.66$ 53.97$ 55.32$ 56.71$ 58.12$
Monthly 7,870.42$ 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$
Yearly 94,445$ 96,806$ 99,226$ 101,707$ 104,250$ 106,856$ 109,527$ 112,265$ 115,072$ 117,949$ 120,898$
Hourly 46.54$ 47.70$ 48.90$ 50.12$ 51.37$ 52.66$ 53.97$ 55.32$ 56.71$ 58.12$ 59.58$
Monthly 8,067.17$ 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$
Yearly 96,806$ 99,226$ 101,707$ 104,250$ 106,856$ 109,527$ 112,265$ 115,072$ 117,949$ 120,898$ 123,920$
R24
Customer Service Representative III
Plant Operator I (Operator-in-Training)
R25
Human Resources Technician
Sr. Field Customer Service Representative/Meters
R23
R28
Maintenance Worker III
Public Affairs Specialist
Safety and Training Technician
Water Quality Cross-Connection Specialist
R29
Sr. Facilities Maintenance Worker (Hired prior to 7/1/2023)
R26
Accounting Assistant II
Assistant Engineer I
Construction Inspector
GIS Technician II
Sr Facilities Maintenance Worker
R27
Mechanic III
R32
Accountant
Sr. Construction Inspector
R30
Assistant Engineer II
Plant Operator II
R31
Electrical/SCADA Technician
Human Resources Analyst
Ratified May 30, 2024
Exhibit B
Page 33 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
Approximately 2.5% between each step and
2.5% between each range
Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11
Hourly 47.70$ 48.90$ 50.12$ 51.37$ 52.66$ 53.97$ 55.32$ 56.71$ 58.12$ 59.58$ 61.07$
Monthly 8,268.83$ 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$
Yearly 99,226$ 101,707$ 104,250$ 106,856$ 109,527$ 112,265$ 115,072$ 117,949$ 120,898$ 123,920$ 127,018$
Hourly 48.90$ 50.12$ 51.37$ 52.66$ 53.97$ 55.32$ 56.71$ 58.12$ 59.58$ 61.07$ 62.59$
Monthly 8,475.58$ 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$
Yearly 101,707$ 104,250$ 106,856$ 109,527$ 112,265$ 115,072$ 117,949$ 120,898$ 123,920$ 127,018$ 130,193$
Hourly 50.12$ 51.37$ 52.66$ 53.97$ 55.32$ 56.71$ 58.12$ 59.58$ 61.07$ 62.59$ 64.16$
Monthly 8,687.50$ 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$
Yearly 104,250$ 106,856$ 109,527$ 112,265$ 115,072$ 117,949$ 120,898$ 123,920$ 127,018$ 130,193$ 133,448$
Hourly 51.37$ 52.66$ 53.97$ 55.32$ 56.71$ 58.12$ 59.58$ 61.07$ 62.59$ 64.16$ 65.76$
Monthly 8,904.67$ 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$
Yearly 106,856$ 109,527$ 112,265$ 115,072$ 117,949$ 120,898$ 123,920$ 127,018$ 130,193$ 133,448$ 136,784$
Hourly 52.66$ 53.97$ 55.32$ 56.71$ 58.12$ 59.58$ 61.07$ 62.59$ 64.16$ 65.76$ 67.41$
Monthly 9,127.25$ 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$
Yearly 109,527$ 112,265$ 115,072$ 117,949$ 120,898$ 123,920$ 127,018$ 130,193$ 133,448$ 136,784$ 140,204$
Hourly 53.97$ 55.32$ 56.71$ 58.12$ 59.58$ 61.07$ 62.59$ 64.16$ 65.76$ 67.41$ 69.09$
Monthly 9,355.42$ 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$
Yearly 112,265$ 115,072$ 117,949$ 120,898$ 123,920$ 127,018$ 130,193$ 133,448$ 136,784$ 140,204$ 143,709$
Hourly 55.32$ 56.71$ 58.12$ 59.58$ 61.07$ 62.59$ 64.16$ 65.76$ 67.41$ 69.09$ 70.82$
Monthly 9,589.33$ 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$
Yearly 115,072$ 117,949$ 120,898$ 123,920$ 127,018$ 130,193$ 133,448$ 136,784$ 140,204$ 143,709$ 147,302$
Hourly 56.71$ 58.12$ 59.58$ 61.07$ 62.59$ 64.16$ 65.76$ 67.41$ 69.09$ 70.82$ 72.59$
Monthly 9,829.08$ 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$
Yearly 117,949$ 120,898$ 123,920$ 127,018$ 130,193$ 133,448$ 136,784$ 140,204$ 143,709$ 147,302$ 150,984$
Hourly 58.12$ 59.58$ 61.07$ 62.59$ 64.16$ 65.76$ 67.41$ 69.09$ 70.82$ 72.59$ 74.40$
Monthly 10,074.83$ 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$
Yearly 120,898$ 123,920$ 127,018$ 130,193$ 133,448$ 136,784$ 140,204$ 143,709$ 147,302$ 150,984$ 154,759$
Hourly 59.58$ 61.07$ 62.59$ 64.16$ 65.76$ 67.41$ 69.09$ 70.82$ 72.59$ 74.40$ 76.26$
Monthly 10,326.67$ 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$
Yearly 123,920$ 127,018$ 130,193$ 133,448$ 136,784$ 140,204$ 143,709$ 147,302$ 150,984$ 154,759$ 158,628$
R33
R36
Sr. Maintenance Worker
R37
Records Management Administrator (Hired prior to 7/1/2023)
R34
Assistant Engineer III
Budget Analyst
R35
Customer Service Billing Administrator
Records Management Administrator
Sr. Mechanic
R40
Associate Engineer
R41
R38
Customer Service Billing Administrator (Hired prior to 7/1/2023)
Public Affairs Officer
Safety Officer
Sr. Plant Operator
R39
Sr. Executive Assistant/Board Secretary
R42
Accounting Supervisor
Sr. Executive Assistant/Board Secretary (Hired prior to 7/1/2023)
Ratified May 30, 2024
Exhibit B
Page 34 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
Approximately 2.5% between each step and
2.5% between each range
Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11
Hourly 61.07$ 62.59$ 64.16$ 65.76$ 67.41$ 69.09$ 70.82$ 72.59$ 74.40$ 76.26$ 78.17$
Monthly 10,584.83$ 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$
Yearly 127,018$ 130,193$ 133,448$ 136,784$ 140,204$ 143,709$ 147,302$ 150,984$ 154,759$ 158,628$ 162,594$
Hourly 62.59$ 64.16$ 65.76$ 67.41$ 69.09$ 70.82$ 72.59$ 74.40$ 76.26$ 78.17$ 80.12$
Monthly 10,849.42$ 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$
Yearly 130,193$ 133,448$ 136,784$ 140,204$ 143,709$ 147,302$ 150,984$ 154,759$ 158,628$ 162,594$ 166,659$
Hourly 64.16$ 65.76$ 67.41$ 69.09$ 70.82$ 72.59$ 74.40$ 76.26$ 78.17$ 80.12$ 82.13$
Monthly 11,120.67$ 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$
Yearly 133,448$ 136,784$ 140,204$ 143,709$ 147,302$ 150,984$ 154,759$ 158,628$ 162,594$ 166,659$ 170,825$
Hourly 65.76$ 67.41$ 69.09$ 70.82$ 72.59$ 74.40$ 76.26$ 78.17$ 80.12$ 82.13$ 84.18$
Monthly 11,398.67$ 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$
Yearly 136,784$ 140,204$ 143,709$ 147,302$ 150,984$ 154,759$ 158,628$ 162,594$ 166,659$ 170,825$ 175,096$
Hourly 67.41$ 69.09$ 70.82$ 72.59$ 74.40$ 76.26$ 78.17$ 80.12$ 82.13$ 84.18$ 86.29$
Monthly 11,683.67$ 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$
Yearly 140,204$ 143,709$ 147,302$ 150,984$ 154,759$ 158,628$ 162,594$ 166,659$ 170,825$ 175,096$ 179,473$
Hourly 69.09$ 70.82$ 72.59$ 74.40$ 76.26$ 78.17$ 80.12$ 82.13$ 84.18$ 86.29$ 88.44$
Monthly 11,975.75$ 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$
Yearly 143,709$ 147,302$ 150,984$ 154,759$ 158,628$ 162,594$ 166,659$ 170,825$ 175,096$ 179,473$ 183,960$
Hourly 70.82$ 72.59$ 74.40$ 76.26$ 78.17$ 80.12$ 82.13$ 84.18$ 86.29$ 88.44$ 90.65$
Monthly 12,275.17$ 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$
Yearly 147,302$ 150,984$ 154,759$ 158,628$ 162,594$ 166,659$ 170,825$ 175,096$ 179,473$ 183,960$ 188,559$
Hourly 72.59$ 74.40$ 76.26$ 78.17$ 80.12$ 82.13$ 84.18$ 86.29$ 88.44$ 90.65$ 92.92$
Monthly 12,582.00$ 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$
Yearly 150,984$ 154,759$ 158,628$ 162,594$ 166,659$ 170,825$ 175,096$ 179,473$ 183,960$ 188,559$ 193,273$
Hourly 74.40$ 76.26$ 78.17$ 80.12$ 82.13$ 84.18$ 86.29$ 88.44$ 90.65$ 92.92$ 95.24$
Monthly 12,896.58$ 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$
Yearly 154,759$ 158,628$ 162,594$ 166,659$ 170,825$ 175,096$ 179,473$ 183,960$ 188,559$ 193,273$ 198,105$
Hourly 76.26$ 78.17$ 80.12$ 82.13$ 84.18$ 86.29$ 88.44$ 90.65$ 92.92$ 95.24$ 97.62$
Monthly 13,219.00$ 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$
Yearly 158,628$ 162,594$ 166,659$ 170,825$ 175,096$ 179,473$ 183,960$ 188,559$ 193,273$ 198,105$ 203,057$
R45
R46
Sr. Engineer
R43
R44
Chief Water System Operator
R49
R50
Principal Engineer
Production Superintendent
R47
Sr. Information Systems Administrator
R48
Maintenance Superintendent
Operations Superintendent
Sr. Information Systems Administrator (Hired prior to 7/1/2023)
R51
R52
Ratified May 30, 2024
Exhibit B
Page 35 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
Approximately 2.5% between each step and
2.5% between each range
Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11
Hourly 78.17$ 80.12$ 82.13$ 84.18$ 86.29$ 88.44$ 90.65$ 92.92$ 95.24$ 97.62$ 100.06$
Monthly 13,549.50$ 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$
Yearly 162,594$ 166,659$ 170,825$ 175,096$ 179,473$ 183,960$ 188,559$ 193,273$ 198,105$ 203,057$ 208,134$
Hourly 80.12$ 82.13$ 84.18$ 86.29$ 88.44$ 90.65$ 92.92$ 95.24$ 97.62$ 100.06$ 102.57$
Monthly 13,888.25$ 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$
Yearly 166,659$ 170,825$ 175,096$ 179,473$ 183,960$ 188,559$ 193,273$ 198,105$ 203,057$ 208,134$ 213,337$
Hourly 82.13$ 84.18$ 86.29$ 88.44$ 90.65$ 92.92$ 95.24$ 97.62$ 100.06$ 102.57$ 105.13$
Monthly 14,235.42$ 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$
Yearly 170,825$ 175,096$ 179,473$ 183,960$ 188,559$ 193,273$ 198,105$ 203,057$ 208,134$ 213,337$ 218,671$
Hourly 84.18$ 86.29$ 88.44$ 90.65$ 92.92$ 95.24$ 97.62$ 100.06$ 102.57$ 105.13$ 107.76$
Monthly 14,591.33$ 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$
Yearly 175,096$ 179,473$ 183,960$ 188,559$ 193,273$ 198,105$ 203,057$ 208,134$ 213,337$ 218,671$ 224,137$
Hourly 86.29$ 88.44$ 90.65$ 92.92$ 95.24$ 97.62$ 100.06$ 102.57$ 105.13$ 107.76$ 110.45$
Monthly 14,956.08$ 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$
Yearly 179,473$ 183,960$ 188,559$ 193,273$ 198,105$ 203,057$ 208,134$ 213,337$ 218,671$ 224,137$ 229,741$
Hourly 88.44$ 90.65$ 92.92$ 95.24$ 97.62$ 100.06$ 102.57$ 105.13$ 107.76$ 110.45$ 113.21$
Monthly 15,330.00$ 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$
Yearly 183,960$ 188,559$ 193,273$ 198,105$ 203,057$ 208,134$ 213,337$ 218,671$ 224,137$ 229,741$ 235,484$
Hourly 90.65$ 92.92$ 95.24$ 97.62$ 100.06$ 102.57$ 105.13$ 107.76$ 110.45$ 113.21$ 116.04$
Monthly 15,713.25$ 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$
Yearly 188,559$ 193,273$ 198,105$ 203,057$ 208,134$ 213,337$ 218,671$ 224,137$ 229,741$ 235,484$ 241,371$
Hourly 92.92$ 95.24$ 97.62$ 100.06$ 102.57$ 105.13$ 107.76$ 110.45$ 113.21$ 116.04$ 118.95$
Monthly 16,106.08$ 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$
Yearly 193,273$ 198,105$ 203,057$ 208,134$ 213,337$ 218,671$ 224,137$ 229,741$ 235,484$ 241,371$ 247,406$
Hourly 95.24$ 97.62$ 100.06$ 102.57$ 105.13$ 107.76$ 110.45$ 113.21$ 116.04$ 118.95$ 121.92$
Monthly 16,508.75$ 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$
Yearly 198,105$ 203,057$ 208,134$ 213,337$ 218,671$ 224,137$ 229,741$ 235,484$ 241,371$ 247,406$ 253,591$
Hourly 97.62$ 100.06$ 102.57$ 105.13$ 107.76$ 110.45$ 113.21$ 116.04$ 118.95$ 121.92$ 124.97$
Monthly 16,921.42$ 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$
Yearly 203,057$ 208,134$ 213,337$ 218,671$ 224,137$ 229,741$ 235,484$ 241,371$ 247,406$ 253,591$ 259,931$
R53
R54
R57
R58
Engineering Manager*
Finance Manager*
Operations Manager*
R55
R56
Human Resources and Risk Manager*
R61
R62
R59
R60
Ratified May 30, 2024
Exhibit B
Page 36 of 56
Yorba Linda Water District
Job Classifications and Salary Schedule
Effective July 1, 2024
Approximately 2.5% between each step and
2.5% between each range
Range Classification Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11
Hourly 100.06$ 102.57$ 105.13$ 107.76$ 110.45$ 113.21$ 116.04$ 118.95$ 121.92$ 124.97$ 128.09$
Monthly 17,344.50$ 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$
Yearly 208,134$ 213,337$ 218,671$ 224,137$ 229,741$ 235,484$ 241,371$ 247,406$ 253,591$ 259,931$ 266,429$
Hourly 102.57$ 105.13$ 107.76$ 110.45$ 113.21$ 116.04$ 118.95$ 121.92$ 124.97$ 128.09$ 131.29$
Monthly 17,778.08$ 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$
Yearly 213,337$ 218,671$ 224,137$ 229,741$ 235,484$ 241,371$ 247,406$ 253,591$ 259,931$ 266,429$ 273,090$
Hourly 105.13$ 107.76$ 110.45$ 113.21$ 116.04$ 118.95$ 121.92$ 124.97$ 128.09$ 131.29$ 134.58$
Monthly 18,222.58$ 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$ 23,326.42$
Yearly 218,671$ 224,137$ 229,741$ 235,484$ 241,371$ 247,406$ 253,591$ 259,931$ 266,429$ 273,090$ 279,917$
Hourly 107.76$ 110.45$ 113.21$ 116.04$ 118.95$ 121.92$ 124.97$ 128.09$ 131.29$ 134.58$ 137.94$
Monthly 18,678.08$ 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$ 23,326.42$ 23,909.58$
Yearly 224,137$ 229,741$ 235,484$ 241,371$ 247,406$ 253,591$ 259,931$ 266,429$ 273,090$ 279,917$ 286,915$
Hourly 110.45$ 113.21$ 116.04$ 118.95$ 121.92$ 124.97$ 128.09$ 131.29$ 134.58$ 137.94$ 141.39$
Monthly 19,145.08$ 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$ 23,326.42$ 23,909.58$ 24,507.33$
Yearly 229,741$ 235,484$ 241,371$ 247,406$ 253,591$ 259,931$ 266,429$ 273,090$ 279,917$ 286,915$ 294,088$
Hourly 113.21$ 116.04$ 118.95$ 121.92$ 124.97$ 128.09$ 131.29$ 134.58$ 137.94$ 141.39$ 144.92$
Monthly 19,623.67$ 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$ 23,326.42$ 23,909.58$ 24,507.33$ 25,120.00$
Yearly 235,484$ 241,371$ 247,406$ 253,591$ 259,931$ 266,429$ 273,090$ 279,917$ 286,915$ 294,088$ 301,440$
Hourly 116.04$ 118.95$ 121.92$ 124.97$ 128.09$ 131.29$ 134.58$ 137.94$ 141.39$ 144.92$ 148.55$
Monthly 20,114.25$ 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$ 23,326.42$ 23,909.58$ 24,507.33$ 25,120.00$ 25,748.00$
Yearly 241,371$ 247,406$ 253,591$ 259,931$ 266,429$ 273,090$ 279,917$ 286,915$ 294,088$ 301,440$ 308,976$
Hourly 118.95$ 121.92$ 124.97$ 128.09$ 131.29$ 134.58$ 137.94$ 141.39$ 144.92$ 148.55$ 152.26$
Monthly 20,617.17$ 21,132.58$ 21,660.92$ 22,202.42$ 22,757.50$ 23,326.42$ 23,909.58$ 24,507.33$ 25,120.00$ 25,748.00$ 26,391.67$
Yearly 247,406$ 253,591$ 259,931$ 266,429$ 273,090$ 279,917$ 286,915$ 294,088$ 301,440$ 308,976$ 316,700$
R63
R66
Assistant General Manager*
R67
R64
R65
R70
R68
R69
Ratified May 30, 2024
Exhibit B
Page 37 of 56
ITEM NO. 9.5.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Delia Lugo, Finance Manager
Sophia Phuong, Accounting Supervisor
Paige Appel, Budget Analyst
SUBJECT: Adopting the Operating Budget for Fiscal Year 2024-25 (Financial
Summaries)
RECOMMENDATION:
That the Board of Directors adopt Resolution No. 2024-XX adopting the Operating Budget for Fiscal
Year 2024-25 (Financial Summaries) and rescinding Resolution No. 2023-13 effective July 1, 2024.
BACKGROUND:
Prior to the beginning of the new fiscal year on July 1, 2024, the Board must adopt an Operating
Budget which includes the budgets for both ongoing operations and capital investments in equipment
and infrastructure. Attached for the Board’s review and consideration are the Financial Summaries
used to develop the District’s proposed Operating Budget for Fiscal Year 2024-25. The annual
Operating Budget presents the framework and financial plan for responsibly carting out the programs
and capital projects that administer, operate, maintain, and protect the water and wastewater
systems, as well as acquire and/or replace assets required to provide safe and reliable water and
sewer services in accordance with the District’s mission and vision statements.
Staff has adhered to its established budget process in developing the proposed Operating Budget for
Fiscal Year 2024-25. In conjunction with the development of the 2021 Rate Study, staff worked with
the rate-setting consultants in developing long-term financial plans (5-year plans) for both the water
and sewer funds. Factors included in the development of these financial plans included, among
other factors, the following: (1) the District’s projected year-end results for Fiscal Year 2023-24; (2)
future operating plans required to meet demands from the water system; (3) proposed (and now
approved) increases in both water and sewer rates; (4) a proposed (and now approved) calculated
Pass-Through Adjustment of $0.34 to be added to the Commodity; (5) inclusion of the Board adopted
Memorandum of Understanding between the District and the Yorba Linda Water District Employee
Association for Fiscal Years 2024-2025 impact on the salaries and related expenses of District staff;
(6) forecasted cost increases for operating and capital expenditures; (7) a revised and updated 5-
year capital improvement program; and (8) estimated annual inflationary adjustments. The results of
the proposed financial plans were presented to the Board of Directors at four previous Board
meetings. The presentations included information on the revenue required to cover the District’s
annual cost of service and required debt coverage ratios to meet covenants required by lenders.
Page 38 of 56
In developing the Operating Budget for Fiscal Year 2024-25, staff utilized an updated analysis and
financial plan prepared within the rate study, incorporated the rates and charges as adopted by the
Board via Resolution Nos. 2023-08 through 2023-12 at the June 1, 2023 Board meeting, adjusted
expense projections to account for updated vendor price/rate increases and modified the operating
plan by updating the projected demand on the water system. The financial summaries in support of
the proposed Operating Budget will allow the District to operate, maintain, and fund projects and
activities that meet the goals and initiatives of the District’s Strategic Plan.
In general, the Fiscal Year 2024-25 Operating Budget identifies $61,691,827 in total revenues,
$48,908,381 in total expenses, $9,141,181 in depreciation, and $8,962,500 in capital related
expenses. The capital portion of the budget is funded through bond proceeds and current year
revenues and/or reserves.
ATTACHMENTS:
1. Resolution No. 2024-XX - Adopting FY24-25 Budget
2. FY2024-25 Financial Summaries
Page 39 of 56
Resolution No. 2024-XX Adopting the Operating Budget for Fiscal Year 2024-25 1
RESOLUTION NO. 2024-XX
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADOPTING THE OPERATING BUDGET FOR FISCAL YEAR 2024-25
AND RESCINDING RESOLUTION NO. 2023-13
WHEREAS, the Yorba Linda Water District has prepared a one-year budget for
Fiscal Year 2024-25; and
WHEREAS, it is the desire of the Board of Directors to adopt the Budget for Fiscal
Year 2024-25, and rescind Resolution No. 2023-13.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Section 1. That the Budget for Fiscal Year 2024-25, set forth in Exhibit “A” and
attached hereto, is hereby approved and adopted.
Section 2. That the Budget for Fiscal Year 2024-25 is in full force and effect
beginning July 1, 2024, and continuing until this Resolution is
rescinded by the Board of Directors.
Section 3. That Resolution No. 2023-13 is hereby rescinded effective July 1, 2024.
PASSED AND ADOPTED this 30th day of May 2024 by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Trudi DesRoches, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Board Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Andrew B. Gagen, Esq.
Kidman Gagen Law LLP
Page 40 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 1 | Page
Page 41 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 2 | Page
FY23
Actual FY24
Budget FY24
Projections FY25
Budget
Revenue (Operating):
Water Revenue (Residential) $ 14,291,852 $ 19,683,344 $ 17,425,254 $ 21,143,937
Water Revenue (Commercial & Fire Det.) 1,593,082 2,016,621 1,871,585 2,223,697
Water Revenue (Landscape/Irrigation) 3,145,517 4,769,326 4,304,440 5,031,573
Service Charges 14,642,515 16,076,351 16,003,052 17,546,715
Property Tax - CFC Charges 3,207,414 3,597,389 3,597,389 3,890,245
Sewer Charge Revenue 3,097,015 3,582,947 3,574,492 4,252,641
Sewer Parcel Assessments 356,187 410,497 412,899 468,797
Other Operating Revenue 1,273,957 1,327,217 1,060,425 1,995,249
Total Operating Revenue 41,607,539 51,463,692 48,249,536 56,552,854
Revenue (Non-Operating):
Interest 1,279,458 948,000 1,540,609 1,710,000
Property Tax 2,323,369 2,402,796 2,526,612 2,564,511
Other Non-Operating Revenue 973,139 735,458 795,446 864,462
Total Non-Operating Revenue 4,575,966 4,086,254 4,862,667 5,138,973
Total Revenue $ 46,183,505 $ 55,549,946 $ 53,112,203 $ 61,691,827
Expenses (Operating):
Variable Costs
Water-Related Costs $ 11,192,524 $ 14,576,854 $ 12,904,038 $ 14,533,463
Fixed Costs 1,155,753 2,242,467 2,206,921 2,410,903
Power-Related Costs 2,960,152 3,071,848 3,115,016 3,503,835
Variable Water Costs Related Expenses Total 15,308,429 19,891,169 18,225,975 20,448,201
Salary Related Expenses 10,348,225 14,784,672 13,737,956 15,746,996
Reduction for Capital Project Labor - (408,000) - (545,000)
Salary Related Expenses Total 10,348,225 14,376,672 13,737,956 15,201,996
Supplies & Services:
Board Election 90,206 - - 120,000
Communications 192,175 240,240 271,092 279,940
Contractual Services 687,006 721,531 717,953 878,414
District Activities, Emp Recognition 38,513 68,495 57,818 69,895
Dues & Memberships 90,982 125,625 124,345 125,960
Fees & Permits 489,718 499,300 528,266 469,464
Insurance 368,631 485,000 454,000 525,000
Maintenance 1,754,990 2,044,400 1,883,737 2,023,300
Materials 1,219,609 2,468,792 2,215,322 2,070,150
Non-Capital Equipment 294,696 328,100 328,508 323,300
Office Expense 46,817 47,550 47,550 49,250
Professional Services 1,348,430 1,569,770 1,628,051 2,097,146
Software Licenses 299,156 539,950 465,221 523,946
Training 46,776 75,893 71,335 74,375
Travel & Conferences 34,666 104,720 99,364 131,170
Uncollectible Accounts 27,654 15,000 15,000 15,000
Utilities 202,863 400,000 244,000 236,000
Vehicle Expenses 867,783 755,400 760,173 712,850
Supplies & Services Sub-Total 8,100,671 10,489,766 9,911,735 10,725,160
Total Operating Expenses 33,757,325 44,757,607 41,875,666 46,375,357
Expenses (Non-Operating):
Interest Expense 2,408,426 2,604,419 2,690,019 2,513,494
Other Expense 389,533 18,625 19,515 19,530
Total Non-Operating Expenses 2,797,959 2,623,044 2,709,534 2,533,024
Total Expenses $ 36,555,284 $ 47,380,651 $ 44,585,200 $ 48,908,381
Net Income Before Capital Contributions $ 9,628,221 $ 8,169,295 $ 8,527,003 $ 12,783,446
Capital Contributions 26,022,951 - 445,291 -
Net Income Before Depreciation 35,651,172 8,169,295 8,972,294 12,783,446
Depreciation 9,094,787 9,379,000 9,103,071 9,141,181
Income (Loss) $ 26,556,385 $ (1,209,705) $ (130,777) $ 3,642,265
Page 42 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 3 | Page
FY23
Actual FY24
Budget FY24
Projections FY25
Budget
Revenue (Operating):
Water Revenue (Residential) $ 14,291,852 $ 19,683,344 $ 17,425,254 $ 21,143,937
Water Revenue (Commercial & Fire Det.) 1,593,082 2,016,621 1,871,585 2,223,697
Water Revenue (Landscape/Irrigation) 3,145,517 4,769,326 4,304,440 5,031,573
Service Charges 14,642,515 16,076,351 16,003,052 17,546,715
Property Taxes - CFC Charges 3,207,414 3,597,389 3,597,389 3,890,245
Other Operating Revenue 1,221,674 1,252,987 1,016,397 1,892,435
Total Operating Revenue 38,102,054 47,396,018 44,218,117 51,728,602
Revenue (Non-Operating):
Interest 1,089,073 780,000 1,271,470 1,444,000
Property Taxes 2,323,369 2,402,796 2,526,612 2,564,511
Other Non-Operating Revenue 922,201 718,823 759,045 827,358
Total Non-Operating Revenue 4,334,643 3,901,619 4,557,127 4,835,869
Total Revenue $ 42,436,697 $ 51,297,637 $ 48,775,244 $ 56,564,471
Expenses (Operating):
Variable Water Costs (G.W., Import & Power)
Water-Related Costs $ 11,192,524 $ 14,576,854 $ 12,904,038 $ 14,533,463
Fixed Costs 1,155,753 2,242,467 2,206,921 2,410,903
Power-Related Costs 2,960,152 3,071,848 3,115,016 3,503,835
Variable Water Costs Related Expenses Total 15,308,429 19,891,169 18,225,975 20,448,201
Salary Related Expenses 8,782,887 12,523,119 11,622,593 13,214,585
Reduction for Capital Project Labor - (367,200) (445,000)
Salary Related Expenses Total 8,782,887 12,155,919 11,622,593 12,769,585
Supplies & Services
Board Election 76,675 - - 102,000
Communications 169,888 210,004 236,228 243,749
Contractual Services 605,226 634,152 630,931 771,552
District Activities, Emp Recognition 33,389 58,223 49,147 59,411
Dues & Memberships 77,334 106,833 105,745 107,144
Fees & Permits 439,482 444,853 469,983 424,035
Insurance 313,336 412,250 385,900 446,250
Maintenance 1,390,045 1,467,855 1,354,383 1,481,505
Materials 1,155,195 2,383,837 2,129,045 2,000,925
Non-Capital Equipment 223,343 253,285 253,632 232,605
Office Expense 40,192 40,418 40,418 41,863
Professional Services 1,210,760 1,417,133 1,474,185 1,939,789
Software Licenses 243,630 463,532 400,013 449,854
Training 34,139 62,396 56,821 54,939
Travel & Conferences 29,864 86,462 81,924 104,696
Uncollectible Accounts 22,286 12,750 12,750 12,750
Utilities 175,020 340,000 207,400 200,600
Vehicle Expenses 767,933 676,400 681,173 628,250
Supplies & Services Sub-Total 7,007,737 9,070,383 8,569,678 9,301,917
Total Operating Expenses 31,099,053 41,117,471 38,418,246 42,519,703
Expenses (Non-Operating)
Interest on Long Term Debt 2,408,426 2,604,419 2,690,019 2,513,494
Other Expense 373,789 12,325 13,543 13,405
Total Non-Operating Expenses 2,782,215 2,616,744 2,703,562 2,526,899
Total Expenses $ 33,881,268 $ 43,734,215 $ 41,121,808 $ 45,046,602
Net Income (Loss) Before Capital Contributions $ 8,555,429 $ 7,563,422 $ 7,653,436 $ 11,517,869
Capital Contributions 25,606,815 - 210,235 -
Net Income (Loss) Before Depreciation 34,162,244 7,563,422 7,863,671 11,517,869
Depreciation 7,566,538 7,690,000 7,597,179 7,602,536
Income (Loss) $ 26,595,706 $ (126,578) $ 266,492 $ 3,915,333
Page 43 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 4 | Page
FY23
Actual FY24
Budget FY24
Projections FY25
Budget
Revenue (Operating):
Sewer Charge Revenue $ 3,097,015 $ 3,582,947 $ 3,574,492 $ 4,252,641
Sewer Parcel Assessments (Locke Ranch) 356,187 410,497 412,899 468,797
Other Operating Revenue 52,283 74,230 44,028 102,814
Total Operating Revenue 3,505,485 4,067,674 4,031,419 4,824,252
Revenue (Non-Operating):
Interest 190,385 168,000 269,139 266,000
Other Non-Operating Revenue 50,938 16,635 36,401 37,104
Total Non-Operating Revenue 241,323 184,635 305,540 303,104
Total Revenue $ 3,746,808 $ 4,252,309 $ 4,336,959 $ 5,127,356
Expenses (Operating):
Salary Related Expenses $ 1,565,338 $ 2,261,553 $ 2,115,363 $ 2,532,411
Reduction for Capital Project Labor - (40,800) - (100,000)
Salary Related Expenses Total 1,565,338 2,220,753 2,115,363 2,432,411
Supplies & Services
Board Election 13,531 - - 18,000
Communications 22,287 30,236 34,864 36,191
Contractual Services 81,780 87,379 87,022 106,862
District Activities, Emp Recognition 5,124 10,272 8,671 10,484
Dues & Memberships 13,648 18,792 18,600 18,816
Fees & Permits 50,236 54,447 58,283 45,429
Insurance 55,295 72,750 68,100 78,750
Maintenance 364,945 576,545 529,354 541,795
Materials 64,414 84,955 86,277 69,225
Non-Capital Equipment 71,353 74,815 74,876 90,695
Office Expense 6,625 7,132 7,132 7,387
Professional Services 137,670 152,637 153,866 157,357
Software Licenses 55,526 76,418 65,208 74,092
Training 12,637 13,497 14,514 19,436
Travel & Conferences 4,802 18,258 17,440 26,474
Uncollectible Accounts 5,368 2,250 2,250 2,250
Utilities 27,843 60,000 36,600 35,400
Vehicle Expenses 99,850 79,000 79,000 84,600
Supplies & Services Sub-Total 1,092,934 1,419,383 1,342,057 1,423,243
Total Operating Expenses 2,658,272 3,640,136 3,457,420 3,855,654
Expenses (Non-Operating):
Other Expense 15,744 6,300 5,972 6,125
Total Non-Operating Expenses 15,744 6,300 5,972 6,125
Total Expenses $ 2,674,016 $ 3,646,436 $ 3,463,392 $ 3,861,779
Net Income (Loss) Before Capital Contributions $ 1,072,792 $ 605,873 $ 873,567 $ 1,265,577
Capital Contributions 416,136 - 235,056 -
Net Income Before Depreciation 1,488,928 605,873 1,108,623 1,265,577
Depreciation 1,528,249 1,689,000 1,505,892 1,538,645
Income (Loss) $ (39,321) $ (1,083,127) $ (397,269) $ (273,068)
Page 44 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 5 | Page
Page 45 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 6 | Page
Board of Directors
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 63,601 $ 90,000 $ 55,500 $ 90,000
Benefits 17,788 28,876 25,894 49,936
Salary Related Expenses Total $ 81,389 $ 118,876 $ 81,394 $ 139,936
Supplies & Services
Board Election $ 90,206 $ - $ - $ 120,000
District Meetings & Events 759 1,500 1,500 3,000
Dues & Memberships - 60 60 60
Non Capital Equipment - 1,000 1,000 2,000
Office Expense 473 800 800 1,000
Professional Services 32,495 39,000 39,000 39,000
Training - 1,000 1,000 1,000
Travel & Conferences 5,217 29,000 29,000 37,100
Supplies & Services Total $ 129,150 $ 72,360 $ 72,360 $ 203,160
Administration
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 1,265,532 $ 1,562,716 $ 1,426,159 $ 1,583,196
Benefits 349,743 2,356,088 2,453,218 2,328,779
Salary Related Expenses Total $ 1,615,275 $ 3,918,804 $ 3,879,377 $ 3,911,975
Supplies & Services
Communications $ 89,098 $ 129,440 $ 130,292 $ 131,940
Contractual Services 2,827 4,461 4,461 5,240
District Meetings & Events 8,677 19,995 21,434 33,995
Dues & Memberships 84,282 112,515 113,235 113,785
Fees & Permits 3,304 3,000 3,000 3,000
Non Capital Equipment 3,931 4,000 4,000 4,500
Office Expense 4,084 3,600 3,600 5,500
Professional Services 449,167 541,000 549,697 541,500
Training 2,083 6,000 3,000 7,000
Travel & Conferences 15,614 36,640 36,640 44,490
Supplies & Services Total $ 663,067 $ 860,651 $ 869,359 $ 890,950
Page 46 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 7 | Page
Finance
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 1,118,326 $ 1,281,168 $ 1,269,134 $ 1,355,829
Benefits 322,684 392,251 431,968 451,529
Salary Related Expenses Total $ 1,441,010 $ 1,673,419 $ 1,701,102 $ 1,807,358
Supplies & Services
Communications $ 99,523 $ 98,800 $ 98,800 $ 106,000
Contractual Services 64,417 68,670 68,670 70,001
District Meetings & Events 1,565 1,100 1,100 1,100
Dues & Memberships 980 1,370 1,370 1,410
Fees & Permits 298,606 317,516 343,000 257,964
Maintenance - 300 300 300
Non Capital Equipment - 300 300 300
Office Expense 9,424 12,450 12,450 13,550
Professional Services 54,727 84,150 84,150 152,950
Training 6,308 6,583 6,583 8,500
Travel & Conferences 4,238 11,830 11,830 13,830
Uncollectible Accounts 27,654 15,000 15,000 15,000
Supplies & Services Total $ 567,442 $ 618,069 $ 643,553 $ 640,905
Engineering
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 848,663 $ 1,325,747 $ 853,761 $ 1,446,135
Benefits 212,993 380,841 392,500 451,580
Salary Related Expenses Total $ 1,061,656 $ 1,706,588 $ 1,246,261 $ 1,897,715
Supplies & Services
Communications $ 1,048 $ 7,000 $ 7,000 $ 7,000
District Meetings & Events 735 1,000 1,084 1,000
Dues & Memberships 630 3,230 3,230 4,105
Fees & Permits 23,933 14,284 14,368 8,000
Maintenance 602,164 828,000 623,000 916,000
Materials 10,135 - 2,204 -
Non Capital Equipment - 300 300 200
Office Expense 1,821 1,700 1,700 1,700
Professional Services 447,489 462,620 503,500 1,006,696
Software Licenses 21,156 9,500 10,200 9,900
Training 5,716 12,500 12,500 7,075
Travel & Conferences 640 11,250 11,250 12,750
Supplies & Services Total $ 1,115,467 $ 1,351,384 $ 1,190,336 $ 1,974,426
Page 47 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 8 | Page
Operations
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 4,118,582 $ 4,765,948 $ 4,428,230 $ 5,146,279
Benefits 1,421,324 1,860,937 1,775,653 2,113,513
Salary Related Expenses Total $ 5,539,906 $ 6,626,885 $ 6,203,883 $ 7,259,792
Supplies & Services
Contractual Services $ 466,397 $ 444,400 $ 445,849 $ 499,000
District Meetings & Events 6,578 10,000 10,000 5,500
Dues & Memberships 31 300 300 300
Fees & Permits 163,875 164,500 167,898 200,500
Maintenance 1,148,233 1,206,100 1,250,437 1,097,000
Materials 1,209,142 2,463,792 2,208,118 2,065,150
Non Capital Equipment 255,827 297,500 297,908 218,500
Office Expense 19,090 18,500 18,500 17,000
Professional Services 65,305 61,000 72,204 46,000
Software Licenses 13,688 30,000 30,000 30,000
Training 28,587 39,800 41,742 40,300
Travel & Conferences 677 5,500 5,596 12,500
Utilities 127,370 301,000 158,000 151,000
Vehicle Expenses 867,783 755,400 760,173 712,850
Supplies & Services Total $ 4,372,583 $ 5,797,792 $ 5,466,725 $ 5,095,600
Information Technology
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 85,972 $ 98,671 $ 90,598 $ 102,618
Benefits 28,865 29,516 36,011 31,178
Salary Related Expenses Total $ 114,837 $ 128,187 $ 126,609 $ 133,796
Supplies & Services
Contractual Services $ 116,806 $ 151,100 $ 154,973 $ 145,778
District Meetings & Events 184 200 200 400
Maintenance 4,593 10,000 10,000 10,000
Materials 332 5,000 5,000 5,000
Non Capital Equipment 34,938 25,000 25,000 97,800
Office Expense 11,310 10,000 10,000 10,000
Professional Services 237,540 326,000 326,000 255,000
Software Licenses 264,312 500,450 425,021 484,046
Training - 3,510 3,510 4,000
Utilities 75,493 99,000 86,000 85,000
Supplies & Services Total $ 745,508 $ 1,130,260 $ 1,045,704 $ 1,097,024
Page 48 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 9 | Page
Human Resources
FY23
Actual
FY24
Budget
FY24
Projections
FY25
Budget
Salary Related Expenses
Salaries $ 401,683 $ 455,542 $ 382,655 $ 452,927
Benefits 92,469 156,371 116,675 143,497
Salary Related Expenses Total $ 494,152 $ 611,913 $ 499,330 $ 596,424
Supplies & Services
Communications $ 2,506 $ 5,000 $ 35,000 $ 35,000
Contractual Services 36,559 52,900 44,000 158,395
District Meetings & Events 20,015 34,700 22,500 24,900
Dues & Memberships 5,059 8,150 6,150 6,300
Insurance 368,631 485,000 454,000 525,000
Office Expense 615 500 500 500
Professional Services 61,707 56,000 53,500 56,000
Training 4,082 6,500 3,000 6,500
Travel & Conferences 8,280 10,500 5,048 10,500
Supplies & Services Total $ 507,454 $ 659,250 $ 623,698 $ 823,095
Page 49 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 10 | Page
Page 50 of 56
Financial Summaries | Fiscal Year 2024-25 Budget 11 | Page
PROJECT FUNDING FY2024-25 FY2025-26 FY2026-27 FY2027-28 FY2028-29 TOTAL
PAY-GO $ 2,220,500 $ 4,541,500 $ 5,561,700 $ 6,413,300 $ 10,348,500 $ 29,085,500
Debt Funded 6,742,000 1,250,000 850,000 - - 8,842,000
ANNUAL CAPITAL IMPROVEMENT FUNDING TOTAL $ 8,962,500 $ 5,791,500 $ 6,411,700 $ 6,413,300 $ 10,348,500 $ 37,927,500
PROJECT NAME FY2024-25 FY2025-26 FY2026-27 FY2027-28 FY2028-29 TOTAL
Pressure Regulating Station Projects
PRS Replacement Program $ 1,150,000 $ - $ - $ - $ - $ 1,150,000
Waterline Projects 4,600,000 250,000 750,000 300,000 300,000 6,200,000
Golden Avenue Waterline 308,000 - - - - 308,000
Reservoir Projects - - - - - -
Fairmont Reservoir Rehab 390,000 650,000 - - - 1,040,000
Little Canyon Reservoir Valve - 225,000 - - - 225,000
Booster Pump Station Projects - - - - - -
Timber Ridge BPS 372,000 - - - - 372,000
Lakeview BPS Rehab & Generator - - - 150,000 500,000 650,000
Box Canyon BPS Improvements - - - - - -
Yorba Linda BPS Rehab & Generator - - 150,000 650,000 500,000 1,300,000
Santiago BPS Rehab & Generator 200,000 1,000,000 800,000 - - 2,000,000
Well Projects - - - - - -
Well Rehabilitation (No. 1, 18) 420,000 - - - - 420,000
Well Rehabilitation (No. 10, 21 & 12) - 420,000 200,000 - - 620,000
Well 23 Drilling & Equipping - 424,500 897,700 2,127,800 6,703,000 10,153,000
Well VFD Upgrades 70,000 580,000 325,000 - - 975,000
Total Water CIP $ 7,510,000 $ 3,549,500 $ 3,122,700 $ 3,227,800 $ 8,003,000 $ 25,413,000
Sewer Main Projects
Buena Vista Sewer Main Improvements $ - $ - $ - $ 1,130,500 $ 1,130,500 $ 2,261,000
Kellogg Dr Sewer Main Upsize - 822,000 2,874,000 330,000 - 4,026,000
Sewer System Rehabilitation & Replacement Projects - - - - - -
FY25-26 Sewer CIPP Rehab Project - 400,000 - - - 400,000
FY27-28 Sewer CIPP Rehab Project - - - 500,000 - 500,000
Lift Station Projects - - - - - -
Green Crest Sewer Lift Station ($300k Grant) 700,000 - - - - 700,000
Total Sewer CIP $ 700,000 $ 1,222,000 $ 2,874,000 $ 1,960,500 $ 1,130,500 $ 7,887,000
CIP Total $ 8,210,000 $ 4,771,500 $ 5,996,700 $ 5,188,300 $ 9,133,500 $ 33,300,000
CAPITAL OUTLAY FY2024-25 FY2025-26 FY2026-27 FY2027-28 FY2028-29 TOTAL
Building 2 Upgrades - Locker Rooms $ 150,000 $ - $ - $ - $ - $ 150,000
Network Switches 36,000 - - - - 36,000
Replace Car Wash 74,500 - - - - 74,500
Replace Light Tower 35,000 - - - - 35,000
Plotter 7,000 - - - - 7,000
Vehicle Replacements 450,000 1,020,000 415,000 1,225,000 1,215,000 4,325,000
CAPITAL OUTLAY TOTAL $ 752,500 $ 1,020,000 $ 415,000 $ 1,225,000 $ 1,215,000 $ 4,627,500
GRAND TOTAL - CAPITAL IMPROVEMENT & CAPITAL OUTLAY $ 8,962,500 $ 5,791,500 $ 6,411,700 $ 6,413,300 $ 10,348,500 $ 37,927,500
Page 51 of 56
ITEM NO. 9.6.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Doug Davert, Assistant General Manager
Annie Alexander, Senior Executive Assistant / Board Secretary
SUBJECT: Transmittal of Election Information to Orange County Registrar of Voters
RECOMMENDATION:
That the Board of Directors authorize the Board Secretary to submit the Transmittal of Election
Information to the Orange County Registrar of Voters, indicating that a Candidate's Statement of
Qualifications is to contain no more than 400 words and will not be paid for by the District.
BACKGROUND:
Staff received the attached notification from the Orange County Registrar of Voters requesting
information associated with the November 5, 2024 General Election. In addition to providing a map
of YLWD's boundaries, the District needs to identify if it intends to limit a Candidate's Statement of
Qualifications to 200 or 400 words and if it will pay for the associated cost of publication. While the
estimated cost of the 2024 General Election has been included in the budget for Fiscal Year 2024-
25, the cost to pay for candidate statements has not. The cost for printed candidate statements for
the 2022 Presidential General Election was $732.96 for 200 words and $1,178.68 for 400 words per
candidate.
PRIOR RELEVANT BOARD ACTION:
For the last few election cycles, the Board has determined to limit candidate statements to 400
words, and historically, the District has not paid for their publication.
ATTACHMENTS:
1. Request for Information
Page 52 of 56
From: Mailhot, Julianna <Julianna.Mailhot@ocvote.gov>
Sent: Thursday, May 16, 2024 8:16 AM
Subject: 2024 Presidential General Election Information Request
Good afternoon General Manager/Director,
The Registrar of Voters has implemented a new way to submit your Transmittal of Election
Information form and District Map through an online Election Jurisdiction Verification portal. The portal
will allow you to complete, sign and upload your district information, in one convenient place.
On the Transmittal of Election Information page, please list the names of Directors whose terms
expire and whose seats will be scheduled for election on November 5, 2024. This would include any
Directors appointed since your last election. Appointed Directors must file for the two-year unexpired
term if they were appointed to fill a vacancy which would not have been scheduled for election until
2026.
We also need to know if your District is authorizing 200 or 400 words to be used in a Candidate’s
Statement of Qualifications.
Please upload the completed Transmittal of Election Information form by May 31, 2024.
On the District Map page, you will print, sign, and upload your district map and verification form.
Pursuant to Elections Code § 10522, the district is required to submit a map showing the current
district boundary lines, with divisions (if any), regardless if changes have occurred, by July 3, 2024.
Candidate Filing for the November 5, 2024 Presidential General Election will be July 15, 2024 through
August 9, 2024, 5:00 p.m. The Candidate’s Handbook will be on our website before the filing period
begins. We ask that you post this information to advise your members of these important dates.
Thank You.
Julianna Mailhot | Candidate and Voter Services Lead | Orange County Registrar of Voters
1300 S. Grand Avenue, Bldg C | Santa Ana, California 92705 | 714.567.7563
julianna.mailhot@ocvote.gov
Page 53 of 56
ITEM NO. 10.1.
AGENDA REPORT
MEETING DATE: May 30, 2024
TO: Board of Directors
FROM: Mark Toy, General Manager
STAFF CONTACTS: Rosanne Weston, Engineering Manager
Reza Afshar, Principal Engineer
SUBJECT: Board Tour of Capital Improvement Projects for Fiscal Year 2023-24
SUMMARY:
The Board of Directors will attend a tour of the District's Capital Improvement Program Projects for
Fiscal Year 2023-24. A 3-hour tour schedule and exhibit map are attached.
1. Tour Schedule
2. Tour Map
Page 54 of 56
YLWD FY24 CAPITAL IMPROVEMENT PROGRAM (CIP) 3-HOUR TOUR SCHEDULE
MAY 30, 2024 BOARD OF DIRECTORS MEETING
Site Capital Improvement Program P roject
1 Main Street Sewer Replacement Project
2 Timber Ridge Booster Pump Station and Emergency Back Up Generator Project
3 Adobe Pressure Regulating Station Project
4 Hidden Hills Booster Pump Station and Emergency Back Up Generator Project
5 Santiago Booster Pump Station and Emergency Back Up Generator Project
6 Box Canyon 16-inch Waterline Project
7 Camino De Bryant Waterline Replacement Phase 1 Project
Page 55 of 56
L
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DISCLAIMER:
This map represents a visual aid intended to assist Public Utility Department personnelwith the management of Water & Wastewater System Facilities. Data provided herein is not a guarantee of actual field conditions nor a substitute for record drawings andfield verification.
YORBA LINDA WATER DISTRICT May 2024 FY 23-24 & FY 24-25O
BOX CANYON16" WATERLINE
SANTIAGO BPS
ADOBE PRS
GOLDEN AVEBRIDGE WATERLINE
FF-1
FF-1 FF-18
FF-11
FF-11MAIN ST SEWER
CAMINO DE BRYANT WATERLINE
WILLOWBROOK PRSSTONE CANYON PRS
FAIRMONT RESERVOIR REHABILITATION
TIMBER RIDGE BPS
GREEN CREST LIFT STATION
HIDDEN HILLS BPS
FY 24 - 25
FY 23 - 24
0 0.5 10.25 Miles
WELL 20 VFD
SITE 1
SITE 2 WELL 5WELL 19
SITE 1
WELL 22 VFD
SITE 2
WELL 21 VFDWELL 18
WELL 1
1
6
7
2
3
5
4
APPLE CREEK PRS
PASEO DEL PRADO PRS
FF-7
FF-4
FF-12FF-12
Page 56 of 56