HomeMy WebLinkAbout2008-09-11 - Board of Directors Meeting Minutes2008-145
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
September 11, 2008
The September 11, 2008 regular meeting of the Yorba Linda Water District Board of
Directors was called to order by President Summerfield at 8:30 a.m. The meeting was
held at the District's offices at 1717 E. Miraloma Avenue, Placentia, CA.
DIRECTORS PRESENT AT ROLL CALL
John W. Summerfield, President
William R. Mills, Vice President
Michael J. Beverage
Ric Collett
STAFF PRESENT
Michael A. Payne, General Manager
Kenneth R. Vecchiarelli, Asst. G.M.
Arthur G. Kidman, General Counsel
Lee Cory, Operations Manager
Pat Grady, IT Director
Annie Alexander, Executive Secretary
DIRECTORS ABSENT AT ROLL CALL
Paul R. Armstrong
INTRODUCTION OF VISITORS AND PUBLIC COMMENTS
None.
SPECIAL RECOGNITION
Assistant General Manager Vecchiarelli introduced Annie Alexander, newly hired
Executive Secretary.
CONSENT CALENDAR (Items 1 through 5)
Director Beverage requested to remove Item 2 and Director Summerfield requested to
remove Item 3 from the Consent Calendar.
Minutes of the Regular Board of Directors meeting held August 28, 2008.
Recommendation: Approve the minutes as presented.
4. Progress Payment No. 16 for the Lakeview Reservoir Construction.
Recommendation: That the Board of Directors approve Progress
Payment No. 16 in the net amount of $436,027.86 to SSC Construction,
Inc. for construction of the Lakeview Reservoir Project, Job No. 200704.
5. Progress Payment No. 4 for the Highland Reservoir Replacement Project.
Recommendation: That the Board of Directors approve Progress
Payment No. 4 in the amount of $442,415.79 to Schuler Engineering
Corporation for construction of the Highland Reservoir Replacement
Project, Job No. 200309.
2008-146
On a Motion by Director Collett, seconded by Director Summerfield, the
Board of Directors voted 4-0 to approve the Consent Calendar with the
exception of Items 2 and 3.
ACTION CALENDAR
2. Payment of bills, refunds, and wire transfers.
Recommendation: Ratify and authorize disbursements in the amount of
$1,627,848.19.
On a motion by Director Mills, seconded by Director Collett, the Board of
Directors voted 4-0 to approve Item 2, with Director Beverage abstaining
from voting on Check No. 49958 because of a conflict of interest.
3. Consider Leave of Absence for Director Armstrong.
Recommendation: That the Board of Directors grant Director Armstrong
permission to be absent from the state as requested, subject to Director
Armstrong providing a written waiver of the written notice of special and
emergency meetings under the Brown Act.
General Manager Payne and General Counsel Kidman responded to questions
from the Board regarding the legal implications of the request. In summary,
General Counsel Kidman has concluded that Director Armstrong's absence
would not create a vacancy on the District's Board of Directors if the Board were
to consent to his absence. Director Armstrong would only need to provide the
District with a waiver of written notice of special and emergency meetings.
On a motion by Director Mills, seconded by Director Collett, the Board of
Directors voted 4-0 to approve Item 3.
6. Declaration of Restrictive Covenants with Upper K Shapell.
Director Beverage recused himself from the meeting during discussion of this
item due to a conflict of interest. Assistant General Manager Vecchiarelli
presented the item and explained that Upper K Shapell has requested District
permission to construct a block wall within a District easement on their property.
Staff has determined that the improvements would have minimal impact on
District facilities and has recommended that a Declaration of Restrictive
Covenants be executed with Upper K Shapell in order to protect District interests.
On a motion by Director Collett, seconded by Director Mills, the Board of
Directors voted 3-0 with Director Beverage abstaining, to authorize the
President and Secretary to execute the Declaration of Restrictive
Covenants with Upper K Shapell, subject to approval as to form by
General Counsel.
Director Beverage rejoined the meeting.
2
2008-147
7. 2008 Conflict of Interest Biennial Review.
Assistant General Manager Vecchiarelli presented the item and highlighted each
of the proposed amendments to the existing Conflict of Interest Code. These
amendments are being made only to reflect revised job titles and deleted
positions. Both General Manager Payne and Assistant General Manager
Vecchiarelli responded to questions from the Board regarding designated
positions and disclosure categories.
On a motion by Director Mills, seconded by Director Collett, the Board of
Directors on a Roll Call voted 4-0 to adopt Resolution No. 08-10 and
Appendix `A" of the District's Conflict of Interest Code and direct the
Secretary to file the District's Conflict of Interest Code and Appendix `A"
with the Orange County Board of Supervisors prior to October 1, 2008.
8. ACWA/JPIA General Liability Insurance Deposit Premium October 1, 2008
through September 30, 2009 and Retrospective Allocation Point.
General Manager Payne presented the item and distributed a 3-year loss history
report for the District's general liability insurance policy with ACWA/JPIA.
General Manager Payne explained that this year's deposit premium is 3% lower
than last year's premium due to the District's a-mod factor going down. The
District also has the option of increasing the Retrospective Allocation Point (or
deductible) from $25,000 although staff does not recommend changing this
amount as it is difficult to foresee the number of future claims that may be filed
against the District.
On a motion by Director Collett, seconded by Director Mills, the Board of
Directors voted 4-0 to approve the ACWA/JPIA General Liability Insurance
deposit premium for the policy year October 1, 2008 through September
30, 2009 in the amount of $244,389 and also continue with the
Retrospective Allocation Point of $25,000.
DISCUSSION ITEMS
9. None.
REPORTS, INFORMATION ITEMS AND COMMENTS
10. a. President's Report
President Summerfield had nothing to report and requested Assistant
General Manager Vecchiarelli to review plans for the Goals and
Objectives Workshop scheduled for October 30, 2008. Assistant General
Manager Vecchiarelli reported that staff would like to suggest using a
facilitator/moderator for the workshop. Staff's recommendation is to work
with Jon Acampora, from Management Action Programs, Inc. (MAP) as he
currently acts as the moderator for the District's MAP Vital Factor Team
meetings. Following discussion, it was the consensus of the Board to
have staff obtain a facilitator for the workshop that they would feel most
comfortable with. Individual Directors and staff members are to each
3
2008-148
compile a list of discussion items for the workshop, which will then be
presented to the Executive-Administrative-Organizational Committee for
their recommendation.
b. Director's Reports
Director Mills stated that he would be unable to attend the Yorba Linda
City Council meeting on October 7 and the Board of Directors meeting on
October 9.
C. General Manager's Report
Assistant General Manager Vecchiarelli reviewed the dates of the
upcoming ACWA/JPIA, ACWA and CRWUA conferences. Directors
interested in attending should contact the Executive Secretary. Staff has
been communicating with Erin Welch from the Yorba Linda Star regarding
the District's historical water usage during the months of July and August.
This season's water usage is below previous averages due to increased
conservation efforts by the public. An article written by Ms. Welch was
also recently published in the Star highlighting the District's eco-friendly
construction of the new administration building. The Lakeview reservoir
has been half-filled and bacterial tests have been completed. Staff is now
waiting on bacterial tests to be completed for the related pipelines and
expects to have the reservoir in service next week. Demolition of the two
steel tanks still on the property will take place soon after. Staff will be
providing a PowerPoint presentation at the next Yorba Linda City Council
meeting regarding the importance of water conservation and the District's
goals and objectives. The purpose of the presentation is to inform the City
Council of the District's intention to help the community with their water
conservation efforts.
d. General Counsel's Report
General Counsel Kidman read aloud a letter addressed to the Municipal
Water District of Orange County (MWDOC) regarding Assembly Bill 1400.
A letter in response from MWDOC was also read. Policies related to
instructions given to staff from the Board of Directors as a group and
individual Directors were reviewed.
(Continued reports from Item 10c.)
General Manager Payne reported that he had met with the Board of
Directors candidate, Dave Rosenberger earlier in the week and provided
him with a tour of the facilities. Mr. Rosenberger has submitted a request
for public information which has been reviewed by General Counsel
Kidman.
4
2008-149
COMMITTEE REPORTS
11. a. Executive-Administrative-Organizational Committee
(Summerfield/Mills) Alternate: Collett
1) Meeting scheduled for September 16 at 4:00 p.m. has been
rescheduled for September 23 at 4:00 p.m.
2) Meeting scheduled for October 21, 4:00 p.m.
b. Finance-Accounting Committee
(Beverage/Summerfield) Alternate: Mills
1) Minutes of meeting held September 9 were presented at the
meeting. Items discussed during the meeting were as follows:
review of the Investment Report dated June 30 and July 31, 2008;
status report on Wells Capital portfolio investments as of July 31
and August 31, 2008; Pass-Through Water Rate Increase for
MWDSC, MWDOC, OCWD and Edison; and the Cash Flow for
Fiscal Year 2008/2009.
Director Beverage expressed concern related to the District's
current operating expenses versus water rates. Director Beverage
recommended that the Board of Directors conduct a workshop
meeting to discuss the matter. Following discussion, it was the
consensus of the Board to schedule a Mid-Term Budget Review
Workshop for October 10 at 8:00 a.m. and to reschedule the Goals
and Objectives Workshop on October 30 for a future date early next
year.
2) Meeting scheduled for October 14, 4:00 p.m.
C. Personnel-Risk Management Committee
(Armstrong/Collett) Alternate: Summerfield
1) Meeting scheduled for September 22, 4:00 p.m.
2) Meeting scheduled for October 13, 4:00 p.m.
d. Planning-Engineering-Operations Committee
(Mills/Armstrong) Alternate: Beverage
1) Meeting scheduled for October 2, 4:00 p.m.
e. Public Information-Technology Committee
(Collett/Beverage) Alternate: Armstrong
1) Meeting scheduled for October 7, 4:00 p.m.
5
2008-150
MWDOC Ad Hoc Committee
(Mills/Collett) Alternate: Summerfield
1) Meeting scheduled for October 28, 4:00 p.m.
g. City of Placentia Ad Hoc Committee
(Beverage/Payne)
1) Minutes of meeting held September 8 were presented at the
meeting. Items discussed during the meeting were as follows:
employee sharing for projects; status of water conservation; Pass-
Through Water Rates for January 2009; District projects;
District/City landscape projects; and City of Placentia issues.
2) Meeting to be scheduled.
INTERGOVERNMENTAL MEETINGS
12. a. Yorba Linda City Council, September 2 (Mills)
Director Mills attended. The majority of the meeting dealt with
construction of the Town Center.
b. MWDOC/MWD Joint Workshop, September 3 (Staff)
Staff did not attend this meeting.
C. OCWD Board, September 3 (Staff)
Staff did not attend this meeting.
d. Yorba Linda Planning Commission, September 10 (Summerfield)
Director Summerfield attended. Items on the agenda included conditional
use permits and a request for site improvements from the Messiah
Lutheran Church.
BOARD OF DIRECTORS ACTIVITY CALENDAR
Authorization to attend meetings scheduled after September 11, 2008. Agenda is available in the District office prior to
meeting.
September 2008
Yorba Linda Cit Council, Set 16, 6:30 .m.
Armstrong
MWDOC Board, Set 17, 7:30 a.m.
Staff
OCWD Board, Set 17,5:00 .m.
Staff
Personnel-Risk Management Committee, Sept 22, 4:00 p.m.
Alt. Summerfield/Collett
Executive-Admin-Or anizational Committee, Sept 23, 4:00 p.m.
Summerfield/Mills
Yorba Linda Planning Commission, Sept 24, 7:00 .m.
Collett
District Board Meeting, Sept 25, 8:30 a.m.
6
2008-151
October 2008
MWDOC/MWD Joint Workshop, Oct 1, 7:30 a.m.
Staff
OCWD Board, Oct 1, 5:00 .m.
Staff
Plan nin -En ineerin -O erations Committee, Oct 2, 4:00 p.m.
Mills/Armstrong
Public Information Committee, Oct 7, 4:00 .m.
Collett/Beverage
Yorba Linda City Council, Oct 7, 6:30 p.m.
Summerfield
District Board Meeting, Oct 9, 8:30 a.m.
District Board Workshop, Oct 10, 8:00 a.m.
City of Placentia Heritage Festival Parade, Oct 11, 9:30 a.m.
Personnel-Risk Management Committee, Oct 13, 4:00 .m.
Armstrong/Collett
Finance-Accounting Committee, Oct 14, 4:00 .m.
Bevera a/Summerfield
MWDOC Board, Oct 15,7:30 a.m.
Staff
OCWD Board, Oct 15, 5:00 .m.
Staff
Yorba Linda Planning Commission, Oct 15, 7:00 .m.
Collett
Executive-Admin-Or anizational Committee, Oct 21, 4:00 .m.
Summerfield/Mills
Yorba Linda City Council, Oct 21, 6:30 p.m.
Mills
District Board Meeting, Oct 23, 8:30 a.m.
City of Yorba Linda Fiesta Days Parade, Oct 25, 10:00 a.m.
MWDOC Ad Hoc Committee Meeting, Oct 28,4:00 .m.
Mills/Collett
Yorba Linda Planning Commission, Oct 29, 7:00 p.m.
Summerfield
CONFERENCES AND SEMINARS
13. Authorize attendance of Directors and such staff members of the District as
approved by the General Manager to attend the following conferences and
seminars.
a. None.
A recess was declared at 10:03 a.m. The Board of Directors reconvened in Closed
Session at 10:12 a.m. All Directors were present. Also present were General Manager
Payne and Assistant General Manager Vecchiarelli.
ADJOURN TO CLOSED SESSION
The Board may hold a closed session on items related to personnel, labor relations and/or litigation. The
public is excused during these discussions.
14. Public Employee Appointment [Government Code Section 54957] Title: General
Manager.
CLOSED SESSION REPORT
There were no reportable items from the Closed Session.
7
2008-152
ADJOURNMENT
The Board of Directors reconvened in Open Session at 10:49 a.m. On a motion by
Director Mills, seconded by Director Collett, the Board of Directors voted to adjourn at
10:49 a.m. to a regular meeting of the Board of Directors scheduled for September 25,
2008 at 8:30 a.m., at 1717 E. Miraloma Avenue, Placentia 92870.
Kenneth R. Vecchiarelli
Assistant Secretary
8