HomeMy WebLinkAbout2025-03-13 - Board of Directors Meeting Minutes 2025-018
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, March 13, 2025, 8:30 AM
1717 E Miraloma Ave, Placentia CA 92870
1. PARTICIPATION INSTRUCTIONS
Were included on the agenda.
2. CALL TO ORDER
The meeting was called to order at 8:30 AM.
3. PLEDGE OF ALLEGIANCE
Director Barbre led the pledge.
4. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Tom Lindsey, President Mark Toy, General Manager
Gene Hernandez, Vice President Doug Davert, Assistant General Manager
Brett R. Barbre Christine Mcllrevey, Finance Manager
Trudi DesRoches Freddie Ojeda, Operations Manager
Wayne R. Scott Lori Thompson, Human Resources and Risk Manager
Rosanne Weston, Engineering Manager
Annie Alexander, Board Secretary
Carole Wayman, Assistant Board Secretary
Joanna Gonzalez, Public Affairs Officer
ALSO PRESENT
Andrew Gagen, General Counsel, Kidman Gagen Law LLP
5. ADDITIONS DELETIONS TO THE AGENDA (None)
6. AB 2449 TELECONFERENCE REQUESTS (None)
7. INTRODUCTIONS AND PRESENTATIONS
7.1. Employee Recognition
General Manager Toy and the Board recognized Steve Clayton, Senior Plant
Operator, for 20 years of dedicated service to YLWD.Todd Colvin, Chief Water
System Operator, provided highlights of Mr. Clayton's career. Mr. Clayton
expressed appreciation to the Board.
7.2. Elected Official Liaison Reports (None)
Minutes of the YLWD Board of Directors Regular Meeting Held March 13,2025,at 8:30 AM 1
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The following item was taken out of order.
10. ACTION CALENDAR
10.3 Request for Concurring Nomination Resolution for ACWA-JPIA 2025 Executive
Committee Election
Melody McDonald, President of San Bernardino Valley Conservation District,
addressed the Board via Zoom regarding her candidacy for the ACWA-JPIA
Executive Committee and provided a brief overview of her background and
qualifications. She thanked the Board for their support over the years.
Director Barbre made a motion, seconded by Director Hernandez, to adopt
a concurring resolution in support of the nomination of Melody McDonald,
President of San Bernardino Valley Water Conservation District, to ACWA-
JPIA's Executive Committee. Motion carried 5-0-0-0 on a roll call vote.
8. PUBLIC COMMENTS (None)
9. CONSENT CALENDAR
Director Barbre requested to remove Item Nos.: 9.2 and 9.4 from the Consent
Calendar for separate action.
Director DesRoches made a motion, seconded by Director Hernandez, to approve
the remainder of the Consent Calendar. Motion carried 5-0-0-0 on a roll call vote.
9.1. Minutes of the Board of Directors Meetings Held December 19, 2024- February
6, 2025
Recommendation: That the Board of Directors approve the minutes as
.�
presented.
9.3. Budget to Actual Reports for the Month Ended January 31, 2025
Recommendation: That the Board of Directors receive and file the Budget to
Actual Reports for the-month ended January.3.1.,.2025.
9.5 Terms and Conditions for Sewer Service with Andrew Pennor for 4862 Ohio
Street
Recommendation: That the Board of Directors approve the Terms and
Conditio
ns for Sewer Service with Andrew Pennor for 4862 Ohio Street, Job No.
J-2024-69S.
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ITEMS REMOVED FROM CONSENT CALENDAR FOR SEPARATE ACTION
9.2. Payments of Bills, Refunds, and Wire Transfers
Director Barbre commented on recent expenses for legal services. Staff
responded to questions from Director Barbre regarding General Counsel's
attendance at facility tours and the review process of invoices for legal
services. Director Barbre requested a future agenda item to discuss General
Counsel's attendance at facility tours and review of invoices for legal services.
Discussion followed regarding the former review groups and having a future
agenda item to discuss them.
Director Barbre noted the $1.5 million payment to MWDOC, which was higher
than normal due to the pre-purchase of import water deliveries. He asked how
this would be accounted for separately, to which staff indicated there would
be a reconciliation in close coordination with MWDOC. Staff also responded
to questions from Director Barbre regarding the membership with the
California Chamber of Commerce, and lunch meetings with the General
Manager, President, and Vice President.
Director Barbre made a motion, seconded by Director DesRoches, to ratify
and authorize disbursements in the amount of $3,290,743.31. Motion carried
5-0-0-0 on a roll call vote.
9.4. Cash and Investment Reports for the Month Ended January 31, 2025
Staff responded to questions from Director Barbre regarding a refund from the
Orange County Investment Pool and plans for utilizing the remaining funds in
the Water Conservation Reserve.
Director Barbre made a motion, seconded by Director DesRoches, to receive
and file the Cash and Investment Reports for the month ended January 31,
2025. Motion carried 5-0-0-0 on a roll call vote.
President Lindsey commented on his positive experiences of submitting
agenda questions to staff prior to the meeting and encouraged Board
members to do the some.
In response to a question from Director DesRoches, General Manager Toy
provided a tentative date of April 24, 2025, for the recognition of former
Director Phil Hawkins. He added that a Proclamation would be presented,
and legislative certificates would be requested.
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10. ACTION CALENDAR CONTINUED
10.1 Award of Professional Services Agreement for the District's Water and Sewer
Rate Study
General Manager Toy explained that a panel of YLWD employees
interviewed three (3) firms, and it was determined that Water Resources
Economics (WRE) provided the most responsible and responsive bid. He noted
that Sanjay Gaur, Principal Consultant of WRE, was available via Zoom to
answer any questions.
Discussion centered around the number of in-person meetings scheduled as
part of the study and the scope of the study. Mr. Gaur confirmed that the first
meeting will be with the Board to discuss policies, objectives, and rate
structure needs.
In response to a question by President Lindsey, Mr. Gaur confirmed that he is
no longer subject to a non-compete clause with his former employer, Raftelis,
which also submitted a bid. General Counsel Gagen stated that he had no
concerns about the award of the contract.
Director Barbre made a motion, seconded by Director DesRoches, to
authorize the General Manager to execute a Professional Services Agreement
with Water Resources Economics for the performance of the District's Water
and Sewer Rate Study for a term beginning March 17, 2025, through July 1,
2026, with a total not to exceed amount of $124,350. Motion carried 5-0-0-0
on a roll call vote.
10.2 Position on H.R. 471 (Westerman) Fix Our Forests Act
General Manager Toy briefed the Board on this matter. Director Barbre
provided an overview of the bill, which aims to prevent wildfires through
improved forest and brush management.
Discussion followed about recent wildfires in California, forest and brush
management, and wildfire prevention measures.
Director Barbre made a motion, seconded by Director DesRoches, to support
H.R. 471, the Fix Our Forests Act. Motion carried 5-0-0-0 on a roll call vote.
11. REPORTS INFORMATION ITEMS AND COMMENTS
11.1. Director's Reports
The Directors reported on topics discussed during recent meetings they
attended.
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Staff responded to questions from Director Scott regarding a micro-trenching
project for fiber optic cable in the City of Yorba Linda. Staff noted they were
working closely with the City and preparing for the project. General Counsel
Gagen provided liability information for any claims that might arise.
Vice President Hernandez commented on the benefits of the District's
infrastructure tours.
Director DesRoches requested that a copy of the response to the Public
Records Act request regarding reservoir levels be shared with the Board.
Discussion followed regarding the heli-hydrant construction project at the
Robert B. Diemer Water Treatment Plant and current and future hell-hydrants
in surrounding communities.
President Lindsey inquired about following up with the State insurance
Commissioner's office after the hell-hydrant demonstration in February and
asked staff to reach out. He stated that he had received positive comments
from residents about the joint letter on the District's website addressing
homeowners' insurance issues. He also stated that he is happy to share talking
points from Orange County Sanitation District meetings with interested Board
members. Lastly, he announced an upcoming infrastructure four with East
Lake Village residents on March 17, 2025.
® . General Manager's Report
General Manager Toy noted his report was included in the agenda packet.
He highlighted a new events calendar that would be included in future
agenda packets.
Staff responded to questions from Director Scoff about YLWD's involvement in
the upcoming Love Yorba Linda event.
Discussion followed regarding upcoming events and tours, and whether
Brown Act meeting requirements apply to Director attendance. President
Lindsey requested that General Counsel Gagen provide a report to the Board
on Brown Act meeting requirements.
Director Barbre expressed appreciation for the Fitch Ratings document and
suggested that information be distributed to the Board via email when
available, rather than waiting for the next agenda packet. He also requested
staff follow up with Cal OES regarding the heli-hydranf demo invitation and to
extend an invitation to Assemblywoman Calderon and Assemblyman Wallis.
Director Barbre then requested that Hills for Everyone be included in the
District's outreach notifications and expressed appreciation for staff's quick
response to a comment on NextDoor regarding a construction project.
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Staff then responded to questions from Director Barbre about the laptop
replacement program and an update on the septic sewer conversion study.
Director DesRoches suggested that the updated Cal Fire hazard maps be
discussed at the upcoming joint agency committee meeting with the City of
Yorba Linda.
Director Barbre commented on collaborative efforts with the City of Yorba
Linda regarding wildfire prevention and homeowner insurance concerns.
11.3. General Counsel's Report (None)
11.4. Future Agenda Items and Staff Tasks
General Manager Toy summarized future agenda items and staff tasks as
follows:
• Copy of the response to the Public Records Act request regarding reservoir
levels.
■ Follow up with the Insurance Commissioner's office regarding the joint
letter to assist homeowners with insurance issues.
■ Distribute talking points from OC San meetings to the Board when
forwarded to the Board Secretary.
■ Report from General Counsel regarding Brown Act meeting requirements
as related to review groups and committees, and Director attendance at
events and tours.
■ Follow up with Cal OES regarding heli-hydrant demo invitation.
■ Include Hills for Everyone on outreach notifications.
■ Future agenda item to discuss review of invoices for legal services.
Director Scott commented on a recent Supreme Court ruling regarding EPA
water standards and requested a summary.
Director Barbre noted that he had been asked to serve on the national board
of the Wildfire Alliance and requested that membership in the organization be
considered in the budget discussions.
12. COMMITTEE REPORTS
12.1. Interagency Committee with MWDOC and OCWD
DesRoches / Barbre
12.2. Joint Agency Committee with City of Yorba Linda
Hernandez/ Barbre- Lim / Rodriguez
Next meeting is tentatively scheduled Monday, March 31, 2025 at 4:00 PM at
Yorba Linda City Hall.
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General Manager Toy noted that a draft agenda had been prepared to
include four (4) topics: wildfire preparedness, homeowner insurance, new
housing developments, and community events.
12.3. Joint Agency Committee with City of Placentia
Lindsey / Scott
12.4. Joint Agency Committee with City of Brea
Barbre / Hernandez
12.5. Joint Agency Committee with Placentia-Yorba Linda Unified School District
Hernandez /Scott
13. BOARD OF DIRECTORS ACTIVITY CALENDAR
13.1. Meetings from March 14-April 30, 2025
President Lindsey stated that he would attend the Yorba Linda City Council
meeting, and Director DesRoches would attend the Placentia City Council
meeting on March 18, 2025.
14. CLOSED SESSION
The Board entered Closed Session at 10:04 AM.
14.1. Conference with Legal Counsel - Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the California
Government Code
Name of Case: Mike Bubalo Construction Co., Inc./Pascal & Ludwig
Constructors, Inc. v. Yorba Linda Water District (OCSC - Case No. 30-2025-
01461247-CU-BC-CJC)
14.2 Conference with Legal Counsel- Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the California
Government Code
Name of Case: Orange County Water District, et al. v. 3M Company, et al.
(OCSC-Case No. 30-2020-01 172419-CU-PL-CXC)
14.3 Conference with Legal Counsel- Initiation of Litigation
Pursuant to Paragraph (4) of Subdivision (d) of Section 54956.9 of the California
Government Code
Number of Potential Cases: Two
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14.4 Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representatives: Mark Toy, General Manager, and Lori
Thompson, Human Resources and Risk Manager
Employee Organization: Yorba Linda Water District Employees Association
14.5 Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representatives: Mark Toy, General Manager, and Lori
Thompson, Human Resources and Risk Manager
Unrepresented Employees: All Unrepresented Classifications
15. REPORT FROM CLOSED SESSION
The Board returned from Closed Session at 12:30 PM. No reportable action was taken.
16. ADJOURNMENT
16.1. The meeting was adjourned at 12:30 PM.
Carole M. Wayman
Assistant Board Secretary
Minutes of the YLWD Board of Directors Regular Meeting Held March 13,2025,at 8:30 AM 8