HomeMy WebLinkAbout2025-04-10 - Board of Directors Meeting Minutes 2025-30
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, April 10, 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
Public Affairs Officer Joanna Gonzalez led the pledge.
4. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Tom Lindsey, President Mark Toy, General Manager
Gene Hernandez, Vice President Freddie Ojeda, Operations Manager
Brett R. Barbre Lori Thompson, Human Resources and Risk Manager
Wayne R. Scott Rosanne Weston, Engineering Manager
Annie Alexander, Board Secretary
DIRECTORS ABSENT Edgar Araujo, Maintenance Worker III
Trudi DesRoches Adrian Ayala, Assistant Engineer II
Yvette Hanna, Senior Engineer
Joanna Gonzalez, Public Affairs Officer
Laura Lopez Espinoza, Budget Analyst
Sophia Phuong, Accounting Supervisor
Brian Vargas, Maintenance Superintendent
Carole Wayman, Assistant Board Secretary
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 Introduction of New Hire and Employee Recognition
General Manager Toy introduced and welcomed Laura Lopez Espinoza,
newly hired Budget Analyst. He and Senior Engineer Yvette Hanna then
recognized Adrian Ayala, Assistant Engineer II, for 5 years of dedicated
Minutes of the YLWD Board of Directors Regular Meeting Held April 10,2025 at 8:30 AM 1
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service. General Manager Toy and Maintenance Superintendent Brian
Vargas also recognized Edgar Araujo, Maintenance Worker III, for 15 years
of dedicated service.
7.2 Elected Official Liaison Reports (None)
8. PUBLIC COMMENTS (None)
The following item was taken out of order.
10. ACTION CALENDAR
10.1. Assembly Bill 514 (Petrie-Norris): Emergency Water Supplies
Christine Compton, Director of Strategic Communications & Advocacy for
Irvine Ranch Water District, gave an overview of AB 514, which seeks to
establish a state policy to encourage the development of emergency water
supplies by local water suppliers to support their use during times of drought
or unplanned service or supply disruption. The bill is not a mandate and has
support from over 38 agencies.
Discussion followed regarding obligations to customers,water reliability,water
banks, conveyance, water quality, and state water conservation
requirements.
Director Barbre expressed concerns about follow up legislation that could be
problematic. Ms. Compton responded that IRWD does not have plans to
introduce additional legislation. He also expressed concerns about the bill's
potential impact on the Metropolitan Water District.
In response to a question from Director Barbre about why the State Water
Resources Control Board was not supporting the legislation, Ms. Compton
noted that the state is not permitted to take a position on a bill but can
provide technical assistance.
Director Scott commented that he is generally in support of enhancing local
control. Director Barbre expressed his support for local control and taking a
"watch" position on the bill at this time. President Lindsey noted that MWDOC
was in support of the bill. He also asked how YLWD could increase its
emergency water supplies. General Manager Toy responded that the District
was working with OCWD to procure emergency water supplies.
Discussion followed regarding appropriate water storage in the state, water
shortage contingency plans, and the need for additional infrastructure.
Minutes of the YLWD Board of Directors Regular Meeting Held April 10,2025 at 8:30 AM 2
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Director Barbre made a motion, seconded by Director Lindsey, to take a
"watch" position on AB 514. Motion carried 3-1-0-1 on a roll call vote with
Director Hernandez voting No and Director DesRoches absent.
9. CONSENT CALENDAR
Director Barbre requested to remove Item Nos. 9.1., 9.3. and 9.5.; President Lindsey
also requested to remove Item No. 9.5. from the Consent Calendar for separate
action.
Director Hernandez made a motion, seconded by Director Scott, to approve the
remainder of the Consent Calendar. Motion carried 4-0-0-1 on a roll call vote with
Director DesRoches absent.
9.2. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$4,002,063.07.
9.4. Cash and Investment Reports for the Month Ended February 28, 2025
Recommendation: That the Board of Directors receive and file the Cash and
Investment Reports for the Month Ended February 28, 2025.
9.6. Construction Contract for FY24-25 Fire Flow Enhancement at PYLUSD Schools
Recommendation: That the Board of Directors award the Construction
Contract for the FY24-25 Fire Flow Enhancement at PYLUSD Schools Project to
J.A. Salazar Construction for$516,885.60, Job No. J-2024-29.
9.7. Terms and Conditions with Placentia-Yorba Linda Unified School District,
4999 Casa Loma Avenue
Recommendation: That the Board of Directors approve the Terms and
Conditions for Water Service with Placentia-Yorba Linda Unified School District,
4999 Casa Loma Avenue, J-2024-63.
9.8. Task Order Amendment for Groundwater Well Repair and Rehabilitation
Services for Well 21
Recommendation: That the Board of Directors authorize the General
Manager to execute a Non-Professional Services Task Order amendment to
General Pump Company to increase the Not To Exceed amount from
$350,000 to $650,000 for the Well 21 Rehabilitation Project, Job No. J-2024-65.
Minutes of the YLWD Board of Directors Regular Meeting Held April 10,2025 at 8:30 AM 3
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9.9. Declaration of Restrictive Covenants with Mrs. Tallman and Mr. Bibeau
Recommendation: That the Board of Directors authorize the General
Manager to execute the Declaration of Restrictive Covenants with Mrs.
Stefanie Tallman (Unit 99) and Mr. Jeremy Bibeau (Unit 50) regarding their
encroachment on District easements at the Loma Vista Community
Association.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE CONSIDERATION
9.1. Minutes of the Board of Directors Meetings Held February 13 - February 25,
2025
Director Barbre requested the following edits to the minutes of February 13,
2025:
■ Page 7, Item No. 6.3., paragraph 3 - add that he also requested
information about the District's borrowing capacity.
■ Page 8, Items Removed from Consent Calendar, Item No. 8.2., include
discussion of higher than normal purchase of MWDOC water and the
District's pre-purchase agreement.
■ Page 8, Items Removed from Consent Calendar, Item No. 8.4., include
discussion about plans for wrapping up the conservation reserve.
■ Page 8, Items Removed from Consent Calendar, Item Nos. 8.8. and
8.9., include discussion about both projects having no outstanding
invoices.
Discussion followed regarding how much detail should be provided in the
minutes. General Counsel Gagen stated that the minutes can be general or
specific depending on the Board's direction. Discussion continued regarding
the level of detail desired and having the Board Secretary review the video of
the February 13, 2025 meeting to confirm the requested edits.
Director Barbre made a motion, seconded by Director Lindsey, to approve
the minutes for the February 18 and February 25, 2025 Board meetings and
direct the Board Secretary to review the video of the February 13, 2025 Board
meeting, make any necessary edits, and bring the amended minutes back to
the Board for approval. Motion carried 3-1-0-1 on a roll call vote with Director
Hernandez voting No and Director DesRoches absent.
9.3. Budget to Actual Reports for the Month Ended February 28, 2025
Director Barbre noted a policy consideration regarding the percent
differential between cumulative volumetric revenue increases and total
variable cost increases. He pointed out that there was approximately
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$4.8 million in fixed costs being collected on the commodity rate. He
suggested considering moving this to the fixed rate and floating the
commodity rate in future rate studies. Accounting Supervisor Phuong clarified
that the $4.8 million in fixed costs is yearly revenue for this year.
Director Barbre made a motion, seconded by Director Scott, to receive and
file the Budget to Actual Reports for the Month Ended February 28, 2025.
Motion carried 4-0-0-1 on a roll call vote with Director DesRoches absent.
President Lindsey thanked General Manager Toy and staff for their
responsiveness to questions from Board members. He encouraged Board
members to continue the practice of submitting questions prior to the Board
meeting.
9.5. Claim for Damages Filed by Hiromi Imai
President Lindsey inquired about the District's liability for vehicle damage
claims. Human Resources and Risk Manager Thompson explained that the
District had no prior knowledge of the displaced lid, which is a key factor in
determining liability.
Director Lindsey made a motion, seconded by Director Scott, to reject the
claim filed by Hiromi Imai. Motion carried 4-0-0-1 on a roll call vote with
Director DesRoches absent.
10. ACTION CALENDAR CONTINUED
10.2. Appointment to Southern California Water Coalition (SCWC) Board
of Directors and Amendments to Board of Directors Policies and Procedures
Manual
The Board discussed appointing Vice President Hernandez as the District's
representative on the SCWC Board of Directors. They also considered
amendments to Section 9.1 (B) of the Board of Directors Policies and
Procedures Manual.
Director Barbre made a motion, seconded by Director Scott, to (1) appoint
Vice President Hernandez as the District's representative on the SCWC Board
of Directors; and (2) approve related amendments to Section 9. 1(B) of the
Board of Directors Policies and Procedures Manual. Motion carried 4-0-0-1 on
a roll call vote with Director DesRoches absent.
10.3. Director Attendance at Association of California Water Agencies (ACWA)
Spring Conference
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The Board discussed pre-approval of lodging expenses for President Lindsey
and Vice President Hernandez to attend the ACWA Spring Conference in
Monterey, May 12-15, 2025. Due to a lack of available rooms at the group
rate, pre-approval of a higher rate for lodging is being requested if needed.
Director Barbre made a motion, seconded by Director Scott to pre-approve
Director lodging expenses at the ACWA spring conference at a higher rate if
the group rate can not be secured. Motion passed 4-0-0-1 on a roll call vote
with Director DesRoches absent.
11. DISCUSSION ITEMS
11.1. Septic to Sewer Conversion Evaluation Project Update
Engineering Manager Weston provided an update on the project and the
consultant's draft report.
John Koeller, resident, shared his experience coordinating a successful sewer
conversion project in his neighborhood. He suggested that staff develop case
studies and/or scenarios for public information.
Discussion touched on costs and financing options, including the potential
benefits and challenges of implementing a Community Facilities District
program, including concerns about forcing participation and the District's role
in enforcement. The current sewer reimbursement program was also
discussed. The Board requested that staff prepare the final report for Board
discussion in June or July.
12. REPORTS INFORMATION ITEMS, AND COMMENTS
12.1. Director's Reports
Directors reported on topics discussed during recent meetings and events.
12.2. General Manager's Report
General Manager Toy highlighted the success of East Lake Village
infrastructure tours, participation in Yorba Linda's Young Civic Leaders
Academy, and upcoming events and calendar updates. He also reported on
internal promotions and the successful completion of a Supervisors Academy
program by 15 employees.
Director Barbre asked about the District's cost for groundwater treatment and
future Board discussion of Well 23.
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The following item was taken out of order.
12.4 Future Agenda Items and Staff Tasks
The Board discussed the process of requesting future agenda items. President
Lindsey proposed formalizing the process to ensure all Directors have an equal
opportunity to request items. Extended discussion followed.
Director Barbre made a motion, seconded by Director Scott, to agendize a
discussion on Well 23. Motion passed 3-1-0-1 on a roll call vote with Director
Hernandez voting No and Director DesRoches absent.
Director Barbre requested a report on ProcureAmerica expenditures, status of
converting to ACH payments to vendors, and status of the RFP for public
communications services.
12.3. General Counsel's Report
General Counsel Gagen provided an overview of the recent US Supreme
Court ruling in the case of City and County of San Francisco v. EPA and its
impact on the District.
General Counsel Gagen then provided an overview of the Brown Act,
covering topics such as legislative bodies, meetings, public participation,
closed session rules, and confidentiality. He also discussed the Board of
Directors' Policies and Procedures Manual and its role in complying with the
Brown Act. Discussion followed regarding various aspects of the Brown Act
and its application in meetings, social events, and infrastructure tours at which
a quorum of the Board may be present.
13. COMMITTEE REPORTS
13.1. Interagency Committee with MWDOC and OCWD
DesRoches / Barbre
13.2. Joint Agency Committee with City of Yorba Linda
Hernandez/ Barbre
Vice President Hernandez and Director Barbre reported on the recent
committee meeting with the City of Yorba Linda, which focused mainly on
questions from the public about wildfires and homeowner fire insurance.
13.3. Joint Agency Committee with City of Placentia
Lindsey /Scott
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13.4. Joint Agency Committee with City of Brea
Barbre / Hernandez
13.5. Joint Agency Committee with Placentia-Yorba Linda Unified School District
Hernandez/Scott
14. BOARD OF DIRECTORS ACTIVITY CALENDAR
14.1. Meetings from April 1 1 -May 17, 2025
15. CLOSED SESSION
The Board entered Closed Session at 11:39 a.m.
15.1. 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-C U-BC-CJ C)
15.2 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
15.3 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
16. REPORT FROM CLOSED SESSION
The Board returned from Closed Session at 1:15 PM. No reportable action was taken.
17. ADJOURNMENT
17.1. The meeting was adjourned at 1:15 PM.
Carole Wayman
Assistant Board Secretary
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