HomeMy WebLinkAbout2012-08-23 - Board of Directors Meeting Minutes 2012-151
' MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, August 23, 2012, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The August 23, 2012 Regular Meeting of the Yorba Linda Water District Board of
Directors was called to order by President Hawkins at 8:33 a.m. The meeting
was held in the Board Room at the District's Administrative Building located at
1717 East Miraloma Avenue in Placentia, California 92870.
2. PLEDGE OF ALLEGIANCE
President Hawkins led the pledge.
3. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Phil Hawkins, President Steve Conklin, Acting General Manager
Gary T. Melton, Vice President Lee Cory, Operations Manager
' Michael J. Beverage Gina Knight, HR/Risk Manager
Robert Kiley Stephen Parker, Finance Manager
Annie Alexander, Executive Secretary
DIRECTORS ABSENT
Ric Collett
ALSO PRESENT
Brett Barbre, Director, Municipal Water District of Orange County
Nancy Rikel, Councilmember, City of Yorba Linda
Art Kidman, Partner, Kidman Law LLP
Eddy Beltran, Senior Counsel, Kidman Law LLP
Kurt Yeager, Bond Counsel, Stradling Yocca Carlson & Rauth
Tom DeMars, Managing Principal, Fieldman Rolapp & Associates
Joshua Lentz, Assistant Vice President, Fieldman Rolapp & Associates
4. ADDITIONS/DELETIONS TO THE AGENDA
None.
5. PUBLIC COMMENTS
None.
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6. CONSENT CALENDAR '
Director Beverage made a motion, seconded by Director Kiley, to approve the
Consent Calendar. Motion carried 4-0-1 with Director Collett being absent.
6.1. Minutes of the Board of Directors Meeting August 8, 2012
Recommendation: That the Board of Directors approve the minutes as
presented.
6.2. Minutes of the Board of Directors Regular Meeting Held August 9, 2012
Recommendation: That the Board of Directors approve the minutes as
presented.
6.3. Payments of Bills, Refunds and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$1,598,077.26.
6.4. ACWA/JPIA Workers' Compensation Program Renewal for FY 2012/13
Recommendation: That the Board of Directors approve the ACWA/JPIA
Workers' Compensation Program renewal and estimated deposit premium '
of$104,393.56 for July 1, 2012 through June 30, 2013.
6.5. ACWA/JPIA General Liability Insurance Deposit Premium for the October
1, 2012 to September 30, 2013 Policy Year and Retrospective Allocation
Point
Recommendation: That the Board of Directors approve the ACWA/JPIA
General Liability Insurance deposit premium for the policy year October 1,
2012 through September 30, 2013 in the amount of $215,272 and
continue with the Retrospective Allocation Point of$25,000.
6.6. Internet Services Upgrade
Recommendation: That the Board of Directors authorize staff to upgrade
intemet services from Business Class Cable Internet to Dedicated /ntemet
Access with Time Wamer Cable for a monthly cost of$999.00 plus taxes
and fees.
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' 7. ACTION CALENDAR
7.1. Response to OC Grand Jury Report: "Transparency Breaking Up
Compensation Fog — But Why Hide Pension Costs?"
Mr. Conklin explained that the OC Grand Jury had released a report
regarding its opinion of the transparency of pension costs on local
government websites. The District is required to respond to the findings in
this report by September 12, 2012. The draft response being presented to
the Board for consideration was previously reviewed by the Executive-
Administrative-Organizational Committee with no revisions. Mr. Conklin
then asked if the Board had any comments or suggestions. The Board did
not have any revisions.
Director Beverage made a motion, seconded by Director Melton, to
approve the response to the Orange County Grand Jury's Report on
transparency regarding pension costs. Motion carried 4-0-1 with Director
Collett being absent.
7.2. Amending Employee Compensation Letters
Mrs. Knight explained that the Board had previously approved
compensation letters and pay plans for the Management and
Supervisory/Confidential employees groups in April 2012. While
' discussing the implementation of the new compensation letters, staff
discovered that one provision dealing with a new deferred compensation
plan needed further clarification as it would pose an administrative
challenge for the person tracking this benefit. Staff is suggesting that
Section XXI of both letters be revised to reflect that the District will match
employee's contributions to the plan, dollar for dollar not to exceed 2% of
an employee's bi-weekly salary. The Personnel-Risk Management
Committee has reviewed this matter and supports staffs recommendation.
Director Beverage made a motion, seconded by Director Melton, to adopt
Resolution No. 12-17 Amending Resolution Nos. 12-07 and 12-08 to
Clarify the Method of District Contributions to Employee Deferred
Compensation Plans. Motion carried 4-0-1 on a roll call vote with Director
Collett being absent.
7.3. Authorizing Line of Credit
Mr. Parker explained that this matter was first presented to the Board at a
workshop meeting in April 2012. On May 10, 2012 the Board voted to
utilize Mr. Kurt Yeager from Stradling Yocca Carlson & Rauth as Bond
Counsel to pursue establishing a line of credit. Since that time, Mr.
Yeager has been working with staff and bond counsel from Wells Fargo
' regarding this matter. At this point, the languages of the note and credit
agreement are substantially complete and in order to move forward staff is
requesting that the Board authorize the Acting General Manager to
complete the transaction with Wells Fargo. The terms of the line of credit
have not changed since they were first reported and will be assessed an
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interest rate of One-Month LIBOR plus 90 basis points that would equate '
to 1.14% borrowing with a 3 year term. If the District were not to utilize the
line of credit, an unused annual commitment fee of 35 basis points (or
$24,500) would be charged. The line of credit would be subordinate to the
District's 2008 COP'S and 2012 Revenue Refunding Bonds. This matter
was presented to the Finance-Accounting Committee excluding the
agreements as they were just made available in the last few weeks.
Director Kiley made a motion, seconded by Director Melton, to adopt
Resolution No. 12-18 Authorizing a Line of Credit in an Amount Up To
$7,000,000 and Making Certain Other Findings in Connection Therewith,
and Approving Execution and Delivery of Certain Documents in
Connection Therewith, and Authorizing the General Manager to Carry Out
Such Agreement. Motion carried 4-0-1 on a roll call vote with Director
Collett being absent.
7.4. Revenue Refunding Bonds, Series 2012A
Mr. Parker explained that the Board agreed to move forward with advance
refunding of the 2003 COP's back in April 2012. Since that time, staff has
been working with Messrs. Tom DeMars and Joshua Lentz, financial
advisors for Fieldman Rollap & Associates, regarding this matter. The
terms of the advance refunding have also improved. Staff originally '
expected the District to realize an annual savings of approximately
$25,000 and based on current market conditions, this could be as much
as $45,000. This amount could change between now and when the bonds
are sold, though it should not be significant. As the bond documents were
numerous and quite lengthy, staff posted them on the District's website
instead of providing them in the Director's agenda packets.
Director Beverage made a motion, seconded by Director Kiley, to adopt
Resolution No. 12-19 Authorizing the Issuance of Not to Exceed
$10,000,000 Refunding Revenue Bonds, Series 2012A, and Approving
the Execution and Delivery of Certain Documents in Connection Therewith
and Certain Other Matters. Motion carried 4-0-1 on a roll call vote with
Director Collett being absent.
Messrs. Yeager, DeMars and Lentz left the meeting at this time.
8. REPORTS, INFORMATION ITEMS, AND COMMENTS
8.1. President's Report
None.
8.2. Directors' Report ,
Director Kiley reported that he was attending the UWI conference in San
Diego. Director Kiley noted that the topics presented during the first day
of the conference included the Bay-Delta, the Delta Plan and issues
related to the Colorado River.
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' Director Beverage reported that he was unopposed for re-election and
would be serving on the Board for another 4 years.
8.3. Acting General Manager's Report
Mr. Conklin reported that the staff luncheon and horseshoe tournament
held earlier that month had been a success. Ms. Joann Gitmed and Mr.
Jeff McDonald won the tournament. As Ms. Gitmed is now working for
another agency, Mr. Nick Isbell and Mr. McDonald will be representing the
District at the annual OCWA barbecue and horseshoe tournament in the
fall. Mr. Conklin further reported that Mr. Anthony Manzano would be
attending the public information meeting being held later that evening at
the Travis Ranch Elementary School regarding the proposed Esperanza
Hills housing development. Director Hawkins stated that he also planned
to attend this meeting. Mr. Conklin added that the pipeline construction
project on Yorba Linda Boulevard continues to move along very well.
Construction of all of the main line on Yorba Linda Boulevard is now
complete. The contractor is now paving and potholing and will now begin
the transverse crossing into the Gun Club Road site. The contractor's
schedule indicates that they expect to complete this work by the end of
next week. All of the major construction should be finished before Labor
Day. Staff is very pleased with the progress made on this project. Mr.
' Conklin then responded to questions from the Board regarding lane
openings, traffic control and final paving in the construction area. Mr.
Conklin concluded his comments and advised the Board that he would be
out of the office September 10-17, 2012. Mrs. Knight will provide staff
oversight during Mr. Conklin's absence as well as lead the Board meeting
on September 13, 2012.
8.4. General Counsel's Report
Mr. Kidman stated that following his comments, he was going to ask Mr.
Beltran to provide the Board with a report on a bill that had recently
surfaced. Mr. Kidman briefly commented on his long standing working
relationship with Mr. Yeager. Mr. Beltran then reported on Governor
Brown's efforts regarding CEQA reform.
8.5. Future Agenda Items and Staff Tasks
None.
9. COMMITTEE REPORTS
9.1. Executive-Administrative-Organizational Committee
(Hawkins/Melton)
' Minutes of the meeting held August 22, 2012 at 3:00 p.m. will be provided
at the next regular Board meeting.
Next meeting is scheduled September 21, at 12:00 p.m.
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9.2. Finance-Accounting Committee ,
(Kiley/Hawkins)
Next meeting is scheduled August 27, 2012 at 4:00 p.m.
9.3. Personnel-Risk Management Committee
(Beverage/Collett)
Minutes of the meeting held August 7, 2012 at 4:00 p.m. were provided in
the agenda packet.
Next meeting is scheduled September 6, 2012 at 10:00 a.m.
9.4. Planning-Engineering-Operations Committee
(Collett/Kiley)
Minutes of the meeting held August 2, 2012 at 3:00 p.m. were provided in
the agenda packet.
Next meeting is scheduled September 6, 2012 at 3:00 p.m.
9.5. Public Affairs-Communications-Technology Committee
(Melton/Beverage) '
Minutes of the meeting held August 6, 2012 at 4:00 p.m. were provided in
the agenda packet.
Next meeting is scheduled September 4, 2012 at 4:00 p.m.
9.6. YLWD-MWDOC-OCWD Joint Agency Committee
(Hawkins/Beverage)
Next meeting is scheduled September 25, 2012 at 4:00 p.m.
9.7. Citizens Advisory Committee
(Beverage)
Next meeting is scheduled August 27, 2012 at 8:30 a.m.
10. INTERGOVERNMENTAL MEETINGS
10.1. MWDOC Board —August 15, 2012 (Staff)
Staff was unable to attend this meeting.
10.2. OCWD Board —August 15, 2012 (Staff) ,
Staff was unable to attend this meeting.
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' 10.3. YL Planning Commission —August 15, 2012 (Kiley)
Director Kiley attended and reported that the City had been awarded a
grant from CalTrans in the amount of $240,000 for a land use and
transportation study in the Savi Ranch area as well as another grant in the
amount of $250,000 for disaster issues. Director Kiley stated that he
provided the Commission with a copy of the letter from OCFA regarding
the proposed Cielo Vista housing development project.
10.4. YL City Council —August 21, 2012 (Melton)
Director Melton attended and noted that there was a large number of
people present as the Council was considering an extension to a ground
lease agreement between the City and the YL Friends Church. The
church was given an additional 120 days to secure funding for
construction of a high school on the property. Director Melton further
reported that he responded to several questions from other attendees
regarding the Cielo Vista project and OCFA's requirements as well as the
District's pump station project on Gun Club Road. Director Melton then
asked Councilmember Rikel to report on the Council's decision regarding
the proposed rezoning of property owned by the PYLUSD.
Councilmember Rikel stated that the Council decided not to consider
rezoning the property until the School District was ready to propose a new
development on the site. Councilmember Rikel further added that the
Council decided to construct the new library facility outside of the Town
Center Civic/Cultural Arts and Public Facilities District. Several other sites
for the new facility are being considered including the strawberry field
behind Stater Brothers.
11. BOARD OF DIRECTORS ACTIVITY CALENDAR
11.1. Meetings from August 24, 2012 — September 30, 2012
The Board reviewed the activity calendar and made no changes.
12. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:04 a.m. Following a brief
recess, the Closed Session began at 9:10 a.m. All Directors were present. Also
present were Messrs. Conklin, Kidman, Beltran and Mrs. Knight.
12.1. Conference with Legal Counsel — Pending Litigation
Pursuant to Subdivision (a) of Section 54956.9 of the California
Government Code
Name of Case: ACWA/JPIA, et al vs. Insurance Company of the
State of Pennsylvania, et al (OC Superior Court —
Case No. 00486884)
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12.2. Conference with Legal Counsel —Anticipated Litigation '
Pursuant to Subdivision (b) of Section 54956.9 of the California
Government Code
Number of Potential Cases: One
Existing Facts and Circumstances under Section 54956.9(b)(3)(B):
Dispute with Orange County Transportation Authority over payment of
cost to relocate District water pipelines to make way for construction of
Lakeview Avenue overcrossing of ATSF rail tracks and Orangethorpe
Avenue.
The Board reconvened in Open Session at 9:30 a.m. President Hawkins
announced that no action was taken during Closed Session that was required to
be reported under the Brown Act.
13. ADJOURNMENT
13.1. The meeting was adjourned at 9:31 a.m. An additional Board of Directors
meeting to conduct a Closed Session has been scheduled for
Wednesday, September 5, 2012 at 9:00 a.m. The next regular meeting of
the Board of Directors will be held Thursday, September 13, 2012 at 8:30
a.m. '
L
Annie Alexander
Assistant Board Secretary
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