HomeMy WebLinkAbout2012-10-25 - Board of Directors Meeting Agenda Packet Yorba Linda
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AGENDA
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, October 25, 2012, 8:30 AM
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. ROLL CALL
Phil Hawkins, President
Gary T. Melton, Vice President
Michael J. Beverage
Ric Collett
Robert R. Kiley
4. ADDITIONS/DELETIONS TO THE AGENDA
5. PUBLIC COMMENTS
Any individual wishing to address the Board is requested to identify themselves and state the matter on which
they wish to comment. If the matter is on the agenda, the Board 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 matters of public interest and matters within the jurisdiction of the Water District. Comments are limited to five
minutes.
6. CONSENT CALENDAR
All items listed on the consent calendar are considered to be routine matters, status reports, or documents
covering previous Board instructions. The items listed on the consent calendar may be enacted by one motion.
There will be no discussion on the items unless a member of the Board, staff, or public requests further
consideration.
6.1. Minutes of the Board of Directors Regular Meeting Held October 11, 2012
Recommendation. That the Board of Directors approve the minutes as presented.
6.2. Payments of Bills, Refunds, and Wire Transfers
Recommendation. That the Board of Directors ratify and authorize disbursements in
the amount of$537,489.19.
7. ACTION CALENDAR
This portion of the agenda is for items where staff presentations and Board discussions are needed prior to
formal Board action.
7.1. Amendments to the District's Conflict of Interest Code
Recommendation. That the Board of Directors approve Resolution No. 12-26
Adopting a Conflict of Interest Code for the Yorba Linda Water District.
7.2. ISDOC Quarterly Meeting and Election of Executive Committee for 2013/14
Recommendation. That the Board of Directors designate Director Kiley as the
primary representative and Director Hawkins as the alternate representative to vote
on the District's behalf in the election of ISDOC's Executive Committee.
8. DISCUSSION ITEMS
This portion of the agenda is for matters that cannot reasonably be expected to be concluded by action of the
Board of Directors at the meeting, such as technical presentations, drafts of proposed policies, or similar items for
which staff is seeking the advice and counsel of the Board of Directors. Time permitting, it is generally in the
District's interest to discuss these more complex matters at one meeting and consider formal action at another
meeting. This portion of the agenda may also include items for information only.
8.1. Consider Rescheduling Board of Directors Regular Meetings on Thursday, December
13, 2012 and Thursday, December 27, 2012
Consider Rescheduling Finance-Accounting Committee Meeting on Monday, December
24, 2012
Consider Scheduling Board of Directors Workshop Meetings on Monday, January 14,
2013 from 9:00 a.m. to 12:00 p.m. and Tuesday, January 29, 2013 from 9:00 a.m. to
12:00 p.m. (Facilitated by Liebert Cassidy Whitmore)
9. REPORTS, INFORMATION ITEMS, AND COMMENTS
9.1. President's Report
9.2. Directors' Report
• OC Water Use Efficiency Master Plan Stakeholder Workshop - October 15, 2012 (Kiley)
• Yorba Linda Mayor's Prayer Breakfast - October 18, 2012 (Hawkins/Kiley/Melton)
• OCWD Groundwater Adventure Tour - October 18, 2012 (Collett)
• ACWA/JPIA Harassment Prevention for Managers Training - October 24, 2012 (Collett)
9.3. Acting General Manager's Report
9.4. General Counsel's Report
9.5. Future Agenda Items and Staff Tasks
10. COMMITTEE REPORTS
10.1. Executive-Administrative-Organizational Committee
(Hawkins/Melton)
• Minutes of meeting held October 15, 2012 at 4:00 p.m.
• Meeting scheduled November 19, 2012 at 4:00 p.m.
10.2. Finance-Accounting Committee
(Kiley/Hawkins)
• Minutes of meeting held October 24, 2012 at 1:00 p.m. (To be provided at the next
regular Board meeting.)
• Meeting scheduled November 26, 2012 at 4:00 p.m.
10.3. Personnel-Risk Management Committee
(Beverage/Collett)
• Minutes of meeting held October 9, 2012 at 4:00 p.m.
• Minutes of meeting held October 23, 2012 at 4:00 p.m. (To be provided at the next
regular Board meeting.)
• Meeting scheduled November 13, 2012 at 4:00 p.m.
10.4. Planning-Engineering-Operations Committee
(Collett/Kiley)
• Minutes of meeting held October 4, 2012 at 3:00 p.m.
• Meeting scheduled November 1, 2012 at 3:00 p.m.
10.5. Public Affairs-Communications-Technology Committee
(Melton/Beverage)
• Minutes of meeting held October 24, 2012 at 4:00 p.m. (To be provided at the next
regular Board meeting.)
• Meeting scheduled November 5, 2012 at 4:00 p.m.
10.6. YLWD-MWDOC-OCWD Joint Agency Committee
(Hawkins/Beverage)
• Meeting scheduled November 27, 2012 at 4:00 p.m.
10.7. Citizens Advisory Committee
(Beverage)
• Minutes of meeting held October 22, 2012 at 8:30 a.m. (To be provided at the next
regular meeting.)
• Meeting scheduled November 26, 2012 at 8:30 a.m.
11. INTERGOVERNMENTAL MEETINGS
11.1. YL City Council - October 16, 2012 (Melton)
11.2. MWDOC Board - October 17, 2012 (Melton/Staff)
11.3. OCWD Board - October 17, 2012 (Kiley/Staff)
11.4. YL Planning Commission - October 24, 2012 (Collett)
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from October 26, 2012 - November 30, 2012
13. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
This section of the agenda is for the Board of Directors to authorize Director attendance at the listed events.
13.1. ACWA/JPIA Harassment Prevention for Managers Training - October 24, 2012 (Ratify
Director Collett's attendance.)
DWR/NWRI Drought Response Workshop - November 6, 2012
Recommendation. That the Board of Directors authorize Director attendance at
these events if desired.
14. 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.
14.1. 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)
Name of Case: MAMCO, Inc. vs. Yorba Linda Water District (OC Superior Court - Case
No. 00595177)
14.2. 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.
14.3. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: Acting General Manager
15. ADJOURNMENT
15.1. The next regular meeting of the Board of Directors will be held Thursday, November 8,
2012 at 8:30 a.m.
Items Distributed to the Board Less Than 72 Hours Prior to the Meeting
Pursuant to Government Code section 54957.5, non-exempt public records that relate to open session agenda items
and are distributed to a majority of the Board less than seventy-two (72) hours prior to the meeting will be available for
public inspection in the lobby of the District's business office located at 1717 E. Miraloma Avenue, Placentia, CA 92870,
during regular business hours. When practical, these public records will also be made available on the District's internet
website accessible at http://www.ylwd.com/.
Accommodations for the Disabled
Any person may make a request for a disability-related modification or accommodation needed for that person to be
able to participate in the public meeting by telephoning the Executive Secretary at 714-701-3020, or writing to Yorba
Linda Water District, P.O. Box 309, Yorba Linda, CA 92885-0309. Requests must specify the nature of the disability and
the type of accommodation requested. A telephone number or other contact information should be included so the
District staff may discuss appropriate arrangements. Persons requesting a disability-related accommodation should
make the request with adequate time before the meeting for the District to provide the requested accommodation.
ITEM NO. 6.1
AGENDA REPORT
Meeting Date: October 25, 2012
Subject: Minutes of the Board of Directors Regular Meeting Held October 11, 2012
STAFF RECOMMENDATION:
That the Board of Directors approve the minutes as presented.
ATTACHMENTS:
Name Description: Type:
101112 BOD - Minutes.doc BOD Mtg Minutes 10/11/12 Minutes
Approved by the Board of Directors of the
Yorba Linda Water District
10/25/2012
RC/RK 5-0
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, October 11, 2012, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The October 11, 2012 Regular Meeting of the Yorba Linda Water District Board
of Directors was called to order by President Hawkins at 8:32 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 Gina Knight, HR/Risk Manager
Michael J. Beverage Lee Cory, Operations Manager
Ric Collett Stephen Parker, Finance Manager
Robert Kiley Art Vega, Interim IT Manager
Annie Alexander, Executive Secretary
ALSO PRESENT Steve Clayton, Plant Operator II
Brett Barbre, Director, MWDOC Damon Micalizzi, Public Information Officer
Art Kidman, Partner, Kidman Law LLP Cody Peterson, Public Affairs Intern
Eddy Beltran, Senior Counsel, Kidman Law
Daniel Mole, Chair, YLWD Citizens Advisory Committee
Craig Stehsel, Business Account Executive, Southern California Edison
4. ADDITIONS/DELETIONS TO THE AGENDA
None. President Hawkins announced that the meeting may need to be
adjourned to Closed Session before it was listed on the agenda to facilitate a
conference call scheduled at 9:15 a.m.
(Item Nos. 5. and 6. were taken out of order.)
6. SPECIAL RECOGNITION
6.1. Recognize Steve Clayton, Plant Operator II, for Completion of the
ACWA/JPIA Supervisor Basics Certification Program
Mr. Cory provided a brief summary of Mr. Clayton's work history and the
efforts he made to complete this certification program. Mr. Conklin
presented Mr. Clayton with a plaque commemorating his accomplishment.
Mr. Clayton left the meeting at this time.
1
5. PUBLIC COMMENTS
None.
7. COMMITTEE REPORTS
7.1. Citizens Advisory Committee
(Beverage)
Minutes of the meeting held September 24, 2012 at 8:30 a.m. were
provided in the agenda packet. Mr. Mole addressed the Board and
provided a report regarding matters discussed during the meeting.
Director Beverage mentioned that the Orange County Fire Authority was
scheduled to provide a presentation regarding their services at the next
CAC meeting. Directors were invited to attend if they were interested. Mr.
Kidman noted that Board members could feel free to attend but that they
should avoid participating in the meeting. Mr. Conklin stated that he
expected a large number of attendees at the meeting.
Next meeting is scheduled October 22, 2012 at 8:30 a.m.
Mr. Mole left the meeting at this time.
8. PRESENTATIONS
8.1. Presentation by Craig Stehsel, Business Account Executive for Southern
California Edison, Regarding District's Receipt of $36,936 Rebate Check
for Participation in Energy Efficiency Program
Mr. Stehsel addressed the Board and briefly explained SCE's rebate
program. He will be working with staff to apply for an additional rebate
associated with the Yorba Linda Blvd Pipeline Project.
Mr. Stehsel left the meeting at this time.
9. CONSENT CALENDAR
Director Melton requested that the minutes from the Board of Directors Regular
meeting held September 27, 2012 be corrected to reflect that he led the pledge
of allegiance instead of Director Hawkins. (Director Hawkins was absent at this
meeting.)
Director Melton made a motion, seconded by Director Collett, to approve the
Consent Calendar as corrected. Motion carried 5-0.
9.1. Minutes of the Board of Directors Regular Meeting Held September 27, 2012
Recommendation. That the Board of Directors approve the minutes as
presented.
2
9.2. Minutes of the Board of Directors Regular Meeting Held October 3, 2012
Recommendation. That the Board of Directors approve the minutes as
presented.
9.3. Payments of Bills, Refunds and Wire Transfers
Recommendation. That the Board of Directors ratify and authorize
disbursements in the amount of$2,292,133.93.
9.4. Progress Payment No. 3 for Pressure Regulating Station Upgrades,
Phase 1 Aa
Recommendation. That the Board of Directors approve Progress
Payment No. 3 in the amount of $139,178.34 to Vido Samarzich, Inc. for
construction of Pressure Regulating Station Upgrades Project, Phase 1
Job No. J-201108.
9.5. Progress Payment No. 4 for the Yorba Linda Blvd Pipeline Project
Recommendation. That the Board of Directors approve Progress
Payment No. 4 in the net amount of $126,060.00 to Garcia Juarez
Construction, Inc. for construction of the Yorba Linda Blvd Pipeline
Project, Job No. 200817. IV
9.6. Amendment No. 4 to MWH Americas Professional Services Agreement —
Construction Support Services for the Highland Booster Pump Station
Replacement
Recommendation. That the Board of Directors approve Amendment No. 4
to the Professional Services Agreement (PSA) with MWH Americas, in the
amount of $9,998 for additional construction support services for the
Highland Booster Pump Station Replacement and Expansion Project, Job
No. 200814.
9.7. Approval of Change Order Nos. 7-10 for Pressure Regulating Stations
Upgrade Project, Phase 1
Recommendation. That the Board of Directors approve Change Order
Nos. 7-10 for one-half additional work day and $2,820.33 to Vido
Samarzich, Inc. for construction of the Pressure Regulating Stations
Upgrade Project, Job No. 201108.
3
10. ACTION CALENDAR
10.1. Affirmation of Compliance with the Brown Act
Mr. Conklin explained that the California Special Districts Association has
encouraged local agencies to continue to comply with all aspects of the
Brown Act, including those that have been suspended. Both MWDOC and
the City of Yorba Linda have adopted similar resolutions to this effect.
Director Hawkins stated that the Executive-Administrative-Organizational
Committee had reviewed this matter during its most recent meeting and
supported staff's recommendation.
Am
Director Collett made a motion, seconded by Director Kiley, to adopt
Resolution No. 12-21 Affirming of Compliance with the Ralph M. Brown
Act. Motion carried 5-0 on a roll call vote. '1%
10.2. Memorandum of Understanding Fiscal Years 2012-2015
Mrs. Knight explained that staff met and conferred with representatives of
the YLWD Employees Association from May through July 2012 to
negotiate an MOU for FY's 2012/15. The association held an election and
agreed to accept the MOU on August 1, 2012. Mrs. Knight then provided
an overview of the major points included in the agreement.
Director Beverage made a motion, seconded by Director Melton, to adopt
Resolution No. 12-22, the Memorandum of Understanding and Pay Plans
with the Yorba Linda Water District Employees Association for the period
of July 1, 2012 through June 30, 2015. Motion carried 5-0 on a roll call
vote.
10.3. Authorization to Invest in Local Agency Investment Fund
Mr. Parker explained that LAIF had requested an updated resolution
reflecting the title change for the position of Finance Director to Finance
Manager. % N
Director Kiley made a motion, seconded by Director Melton, to approve
Resolution No. 12-23 Authorizing Investment of Monies in the Local
Agency Investment Fund and Rescinding Resolution No. 11-14. Motion
carried 5-0 on a roll call vote.
10.4. Authorized Officers for Investments Held at Pershing
Mr. Parker explained that approval of the associated resolution would
authorize staff to act on behalf of the District relating to its investments
held at Pershing as well as allow the District to utilize the company as a
custodian of these investments at no charge. Mr. Parker then responded
to questions from the Board as to whether or not staff would have the
ability to act independently while managing these investments.
Director Collett made a motion, seconded by Director Kiley, to approve
Resolution No. 12-24 Authorizing the Acting General Manager and
Finance Manager to Act on Behalf of the District Relating to District
Investments Held at Pershing LLC. Motion carried 5-0 on a roll call vote.
4
10.5. Adopting Water Development and Customer Service Fees
Mr. Parker explained that with the recently adopted Elective Meter
Resizing Policy, the District's Water Development and Customer Service
Fees schedule needed to be revised to include costs associated with the
up-sizing or down-sizing of a meter. Additional revisions to the schedule
include (a) clarifying language indicating that a customer would not be
responsible for the cost of changing the size of their meter if it was already
scheduled for replacement; and (b) changing the Late Payment Fee to
equal 10% of the past due balance with a maximum of $10. Mr. Parker
then responded to questions from the Board regarding current charges for
copies of records.
Director Kiley made a motion, seconded by Director Collett, to approve
Resolution No. 12-25 Adopting Water Development and Customer Service
Fees and Rescinding Resolution No. 12-06. Motion carried 5-0 on a roll
call vote. Nk
10.6. Audit Reports for Fiscal Year 2011/12
Mr. Parker reported that White Nelson Diehl Evans LLP had completed its
audit of the District's financials for the previous fiscal year and rendered
an unqualified or "clean" opinion. Staff will once again be submitting the
District's Comprehensive Annual Financial Report to the Government
Finance Officers Association for consideration of the Excellence in
Financial Reporting award. 0%0 ,
Director Collett made a motion, seconded by Director Kiley, to receive and
file the FY 2011112 Comprehensive Annual Financial Report, the Report
on Internal Control and the Communication to Those In Governance
Letter. Motion carried 5-0.
11. REPORTS, INFORMATION ITEMS, AND COMMENTS
11.1. President's Report
President Hawkins thanked Vice President Melton for chairing the
previous Board meeting in his absence. President Hawkins also
mentioned that he would not be in attendance at the Board meeting
scheduled November 8, 2012.
11.2. Directors' Report
ACWA CLE Risk Management Workshop — October 4, 2012 (Melton)
Director Melton reported on his attendance at this workshop and
commented on the Brown Act, Public Records Act, and pension reform
which were topics of discussion during the event.
11.3. Acting General Manager's Report
Mr. Conklin noted that payment for the new dump truck was included on
this meeting's disbursement of bills. The new truck has been delivered
and is in the process of being outfitted. Staff can arrange for the Board to
5
view the equipment following the next meeting if desired. Mr. Cory
mentioned that staff training for the vehicle will be conducted in house.
Mr. Conklin continued his report and mentioned that the Orange County
Fire Authority will be providing a presentation at the next Citizen's
Advisory Committee meeting.
The Human Resources and Risk Management Department will be hosting
a benefits fair on October 24, 2012 to which the Directors are invited. Flu
shots will be provided and those interested will need to RSVP to Human
Resources.
District staff will be providing water at the upcoming Placentia Heritage
Festival Parade and Mr. Cory has offered the use of his classic truck for
the Yorba Linda Fiesta Days Parade. '14,
Mr. Conklin then concluded his comments by mentioning that the City of
Yorba Linda had graciously provided the District with use of a pumper
truck to help clean the sediment out of Little Canyon reservoir after it was
drained.
11.4. General Counsel's Report
Mr. Kidman briefly commented on the content of the ACWA CLE
workshop attended by Director Melton and Mr. Beltran. He also
mentioned that he may be invited to speak at the ACWA spring
conference regarding his experience with the Freeway Complex Fire
litigation.
11.5. Future Agenda Items and Staff Tasks
None. IN
12. COMMITTEE REPORTS CONTINUED
12.1. Executive-Administrative-Organizational Committee
(Hawkins/Melton)
Minutes of the meeting held September 21, 2012 at 12:00 p.m. were
provided in the agenda packet.
Next meeting is scheduled October 15, 2012 at 4:00 p.m.
12.2. Finance-Accounting Committee
(Kiley/Hawkins)
Minutes of the meeting held September 26, 2012 at 4:00 p.m. were
provided in the agenda packet.
Next meeting is scheduled October 22, 2012 at 4:00 p.m.
6
12.3. Personnel-Risk Management Committee
(Beverage/Collett)
Minutes of the meeting held October 9, 2012 at 4:00 p.m. will be provided
at the next regular Board meeting.
Next meeting is scheduled October 23, 2012 at 4:00 p.m.
12.4. Planning-Engineering-Operations Committee
(Collett/Kiley)
Am
Minutes of the meeting held October 4, 2012 at 3:00 p.m. will be provided
at the next regular Board meeting.
Next meeting is scheduled November 1, 2012 at 3:00 p.m.
12.5. Public Affairs-Communications-Technology Committee
(Melton/Beverage) INE16 1410h,
Minutes of the meeting held October 1, 2012 at 4:00 p.m. were provided in
the agenda packet. Ak
Next meeting is scheduled October 24, 2012 at 4:00 p.m.
6 No
12.6. YLWD-MWDOC-OCWD Joint Agency Committee
(Hawkins/Beverage) Im
Minutes of the meeting held September 25, 2012 at 4:00 p.m. were
4Lprovided in the agenda packet.
IVE6,
Next meeting is scheduled November 27, 2012 at 4:00 p.m.
13. INTERGOVERNMENTAL MEETINGS
13.1. YL City Council — October 2, 2012 (Hawkins)
Director Hawkins attended and commented on two presentations provided
during the meeting regarding expansion of the Orange County Sheriff's
substation and the North Orange County YMCA.
13.2. MWDOC/MWD Workshop — October 3, 2012 (Melton/Staff)
Director Melton was unable to attend this meeting as a Special Board of
Directors meeting had been scheduled the same morning.
13.3. OCWD Board — October 3, 2012 (Kiley/Staff)
Director Kiley attended but did not have any District related business to
report.
7
13.4. WACO — October 5, 2012 (Hawkins)
Directors Hawkins and Kiley attended and commented on a presentation
regarding Poseidon Resources' seawater desalination efforts and another
presentation regarding management of the Santa Ana River Watershed
which were provided at the meeting.
13.5. YL Planning Commission — October 10, 2012 (Kiley)
Director Kiley attended and commented on a presentation provided by
RBF Consulting regarding the General Plan update and the Parks and
Recreation Master Plan update process which was provided at the
meeting. "r
14. BOARD OF DIRECTORS ACTIVITY CALENDAR
14.1. Meetings from October 12, 2012 — November 30, 2012
The Board reviewed the activity calendar and made no changes.
14.2. Scheduling of Board of Directors Workshop Meeting to Discuss Study
Goals and Work Tasks Associated with Organizational Efficiency Study
and Development of Job Description for the Position of General Manager
President Hawkins stated that he would like to schedule a workshop to
discuss the above listed topics. Following brief discussion, the workshop
meeting was scheduled for Thursday, November 15, 2012 at 8:30 a.m.
15. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
15.1. OC Water Use Efficiency Master Plan Stakeholder Workshop — October
15, 2012
Director Kiley expressed an interest in attending this event.
Director Beverage made a motion, seconded by Director Melton, to
authorize Director attendance at the above listed workshop. Motion
carried 5-0.
16. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:19 a.m. All Directors were
present. Also present were Mrs. Knight and Messrs. Conklin, Kidman, and
Beltran.
16.1. 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)
Name of Case: MAMCO, Inc. vs. Yorba Linda Water District (OC
Superior Court — Case No. 00595177)
8
16.2. 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 10:30 am. President Hawkins
announced that the Board of Directors had directed legal counsel to defend the
MAMCO case. No other action was taken during Closed Session that was
required to be reported under the Brown Act.
17. ADJOURNMENT '% 'A X
17.1. The meeting was adjourned at 10:31 am. The next regular meeting of the
Board of Directors will be held Thursday, October 25, 2012 at 8:30 a.m.
Annie Alexander
Assistant Secretary
9
ITEM NO. 6.2
AGENDA REPORT
Meeting Date: October 25, 2012 Budgeted: Yes
To: Board of Directors Cost Estimate: $537,489.19
Funding Source: All Funds
From: Steve Conklin, Acting General
Manager
Presented By: Stephen Parker, Finance Manager Dept: Finance
Prepared By: Maria Trujillo, Accounting
Assistant I
Subject: Payments of Bills, Refunds, and Wire Transfers
SUMMARY:
Section 31302 of the California Water Code says the District shall pay demands made against it when
they have been approved by the Board of Directors. Pursuant to law, staff is hereby submitting the list of
disbursements for Board of Directors' approval.
STAFF RECOMMENDATION:
That the Board of Directors ratify and authorize disbursements in the amount of $537,489.19.
DISCUSSION:
The wire and major item on this disbursement list are as follows: A wire of$29,833.77 to Southern
California Gas Company for payment reissue as checks had been lost; and, a check of$85,592.00 to
Kidman Law for September legal services rendered. The balance of $193,694.65 is routine invoices.
The Accounts Payable check register total is $309,120.42; Payroll No. 21 total is $228,368.77; and, the
disbursements of this agenda report are $537,489.19. A summary of the checks is attached.
PRIOR RELEVANT BOARD ACTION(S):
The Board of Directors approves bills, refunds and wire transfers semi-monthly.
ATTACHMENTS:
Name: Description: Type:
CkReg102512 BOD.pdf Check Register Backup Material
12-CS 1025.doc Cap Sheet Backup Material
12 CC 1025.xls Credit Card Summary Backup Material
Approved by the Board of Directors of the
Yorba Linda Water District
10/25/2012
RC/RK 5-0
RC abstained from voting on Check No.60095
as he has a financial interest with the vendor.
Yorba Linda Water District
Check Register
For Checks Dated: 10/12/2012 thru 10/25/2012
Check No. Date Vendor Name Amount Description
60047 10/25/2012 A-1 Fence 0.00 VOID CHECK
60117 10/25/2012 A-1 Fence 2,483.00 CHAIN LINK FENCE
60048 10/25/2012 ACWA/JP{A 0.00 VOID CHECK
60118 10/25/2012 ACWA/JP1A 27,011.04 WORKERS COMP PREM JUL-SEP
60449 10/25/2012 Anaheim Wheel&Tire 0.04 VOID CHECK
60119 10/25/2012 Anaheim Wheel&Tire 60.04 UNIT 183 MOUNT/BAL TIRES
60050 10/25/2012 Apollo Technologies Inc. 430.00 WTR TRTMTICLSD LOOPS
60051 10/25/2012 Aqua-Metric Sales Co. 65.75 STRAINER
60052 10/25/2012 Aramark 361,53 UNIFORM
60053 10/25/2012 AT&T 45.51 CIRCUIT 33984101725899 OCT
60054 10/25/2412 Autoscribe Corporation 293.75 TRXIPYMT VISION GATWY SEPT
60055 10/25/2012 Bank Of America 3,554.68 YLWD REWARDS VISA
60056 10/25/2012 Battery Systems Inc 442.08 HIGHLAND/BATTERY
60063 10/25/2012 C&L Refrigeration Corp. 1,649.32 SERVICE CALL MIRALOMA
60066 10/25/2012 C.Wells Pipeline 730.55 2"CRISPIN UL20
60057 10/25/2012 CalCard U5 Bank 18,343,25 YLWD CAL CARD VISA
60058 10/25/2012 Caroll❑Engineers 14,326.73 FAIRMONT BPS CONSULT SEPT
60059 10/25/2012 City Of Anaheim 2,014.08 SEPT SVCS
60060 10/25/2012 City Of Placentia 6,235.09 SWR FEES/PLACENTIA SEPT
60061 10/25/2012 CIVILTEC Engineering, Inc 316.25 WELL 20 CONSULITNG SEPT
60062 10/25/2012 Clinical Lab,Of San Bern. 2,150.00 LAB ANALYSES SEPT
60064 10/25/2012 Cogsdale Services Corporation 1,615.51 ONSITE TRAINiNGIEXPS
60065 10/25/2012 Culligan of Santa Ana 1,654.45 WTR SOFTENER SVC
60067 10/25/2012 Dell Marketing L.P. 8,772.74 POWER EDGE R720
60068 10/25/2012 DeltaCare USA 432.24 DELTA DENTAL OCTOBER
60069 10/25/2012 Denise Salazar 595.04 REIMBURSEIDEDUCTION MOD
60070 10/25/2012 Diane Dalton 80.00 CERT COLL SYS II DALTON,D
60072 10/25/2012 Diebold 150.93 OPEN VAULTIPLUMOSA
60073 10/25/2012 Dunweizer Fabrication, Inc. 398.68 HIGHLAND AIR INTAKE ELBOWS
60074 10/25/2412 Eisel Enterprises, Inc. 1,006.76 GRADE RING,CAST 1RON CVR
60075 10/25/2412 Equadus Waterworks 10,744.83 METER R9001
60045 10/25/2012 ERNEST DARE 0.04 VOID CHECK
60115 10/25/2012 ERNEST DARE 167.94 CUSTOMER REFUND
60076 10/25/2012 Federal Express 164.51 FEDEX CHARGES SEPT
60077 10/25/2012 Glorria Morrison&Associates 5,000.00 JOINT AGENCY TABLTOP EXERCISE
60046 10/25/2012 GREGORY YORGA 0.00 VOID CHECK
60116 10/25/2012 GREGORY YORGA 192.04 CUSTOMER REFUND
60078 10/25/2012 Hall& Foreman, Inc 105.00 VALLEY VW CTR CONSULT SEPT
60079 10/25/2012 Infosend Inc. 7,297.50 BILL MAILING
60081 10/25/2012 J&S Construction 11,850.00 CONCRETE REPAiRIVAR LOC
60080 10/25/2012 John Decriscio 105.00 CERT DISTRIBTN GR 5 DECRISCIO
60082 10/25/2012 Kidman Law 85,592.00 LEGAL SERVICES SEPT
60083 10/25/2012 Kimco Staffing Services Inc 738.20 C.HOLLAND W/E:9130
60084 10/25/2012 Konica Minolta Business 849.25 COPIER LEASE PAYMENT
60085 10/25/2012 Konica Minolta Business 96.99 COPY CHARGE C220
60086 10/25/2012 Linda B. Patti 120.09 REIMBURSE/COL LIFE PYMT
60087 10/25/2412 Mark IV Network Systems 804.82 MULTIMODE CONNECTOR,LABOR
60088 10/25/2412 Mc Fadden-Dale Hardware 592.92 PURCH SEPT, OCT
60089 10/25/2012 Merchants Building Maintenance LL[ 6,251.80 JANITORIAL OCTOBER
60090 10/25/2012 Nickey Kard Lock Inc 5,648.27 FUEL SEPTEMBER
60091 10/25/2012 Office Solutions 513.49 TONER, REPL PAD/STAMP
60092 10/25/2012 Orange County-I W M D 910.28 REFUSE DISPOSAL SEPTEMBER
60093 10/25/2012 Orvac Electronics 157.32 SEALED BATTERY
60094 10/25/2012 Pascal&Ludwig Constructors, Inc 10,236.98 GRNCRST LIFT STN RETENTN REL
60095 10/25/2012 Placentia Disposal#676 480.66 DISPOSAL SEPTEMBER
60096 10/25/2012 Powerstride Battery 190.83 BATTERY
60097 10/25/2012 RBF Consulting 1,667.98 2010 WTRLN CONSULT AUG
60098 10/25/2012 Reed& Davidson, LLP 1,365.00 SVGS/FAIR POL PRACTICES
60099 10/25/2012 Rick Walkemeyer 570.38 AWWA CONF WALKEMEYER
60100 10/25/2012 RKI Engineering, LLC 3,500.00 SCADA CTRL SUPPORT
60101 10/25/2012 Shred-It USA Inc 107.85 CONFIDENTIAL DOC SHRED
60102 10/25/2012 South Coast AQMD 3,300.00 NOTICE OF VIOLATION/P56082/1
W102212 10/22/2012 Southern Calif Edison Co. 5,838.88 MIRALOMA SEPTEMBER
59737 10/12/2012 Southern Calif Gas Co. (14,144.99) STOP PAYMENT/CK LOST
59936 10/12/2012 Southern Calif Gas Co. (15,688.78) STOP PAYMENT/CK LOST
60103 10/25/2012 Southern Calif Gas Co. 14,052.79 RICHFIELD 01241070000
W10812 10/12/2012 Southern Calif Gas Co. 29,833.77 REISSUE/CKS LOST
60107 10/25/2012 St.Jude Hospital Yorba Linda 35.00 DMV PHYSICAL EXAM
60104 10/25/2012 Staples Business Advantage 502.38 TONER, FILE FOLDERS
60105 10/25/2012 State Chemical Manufacturing 355.70 LUBRICANT, KLEEN UP SOAP
60106 10/25/2012 Stephen Parker/Petty Cash 308.05 PETTY CASH REIMBURSEMENT
60108 10/25/2012 Strad ling,Yocca,Carlson&Rauth 21,613.00 2012 LINE OF CREDIT
60109 10/25/2012 Terminix Processing Center 185.00 PEST CONTROL
60110 10/25/2012 Time Warner Cable 44732 HIGH SPEED OIL
60111 10/25/2012 Townsend Public Affairs,Inc. 5,000.00 CONSULTING OCTOBER
60044 10/25/2012 TY TUNG YUAN WU 0.00 VOID CHECK
60114 10/25/2012 TY TUNG YUAN WU 105.02 CUSTOMER REFUND
60071 10/25/2012 White Nelson Diehl Evans LLP 4,960.00 FINAL BILLING/AUDIT FYE 63012
60120 10/25/2012 White Nelson Diehl Evans LLP 275.00 GOVT TAX SEMINAR LUGO
60112 10/25/2012 Wireland Acoustics Inc 1,820.00 HIGHLAND UPGRD ANALYSIS
60113 10/25/2012 Yorba Linda Hardware 81.47 PURCH SEPTEMBER
Total $309,120.42
October 25, 2012
CHECK NUMBERS:
Void Checks 59737 and 59936 $ (29,833.77)
Computer Checks 60044-60120 $ 303,281.54
$ 273,447.77
Void Checks 60044-60049
WIRES:
W-10812 Southern Cal Gas Co $ 29,833.77
W-102212 Southern Cal Edison $ 5,838.88
$ 35,672.65
TOTAL OF CHECKS AND WIRES $ 309,120.42
PAYROLL NOS. 21:
Direct Deposits $ 145,664.78
Third Party Checks 5401-5409 $ 42,429.42
Payroll Taxes $ 40,274.57
TOTAL OF PAYROLL $ 228,368.77
----------------------------------------------------------------------------------------------------------------------
DISBURSEMENT TOTAL: $ 537,489.19
------------------------------------------------------------------
------------------------------------------------------------------
APPROVED BY THE BOARD OF DIRECTORS MINUTE ORDER AT BOARD
MEETING OF OCTOBER 25, 2012
------------------------------------------------------------------
------------------------------------------------------------------
Cash Rewards Credit Card
Bank of America
10/3/2012-10/15/2012
Date Vendor Name Amount Description
10/03/12 Inland Group 3,554.68 Fall Newsletter
TOTAL 3,554.68
Cal Card Credit Card
U S Bank
10/3/2012-10/15/2012
Date Vendor Name Amount Description
10/03/12 CAPIO 225.00 CAPIO dues Micalizzi
10/03/12 PRSA 330.00 PRSA dues Micalizzi
10/03/12 Quinn Company 4,117.65 August, Sept invoices
10/03/12 Wells Supply 3,397.48 September invoices
10/03/12 CalPERS 300.00 Educ Forum Parker
10/03/12 Caesar's Palace 127.68 Lodging-dep/CRWUA conf Beverage
10/03/12 YL Mayor Prayer Breakfast 82.11 YL Mayor Prayer Breakfast-Directors
10/03/12 CRWUA 445.00 Conference,Dues Beverage
10/03/12 ACWA 300.00 Cont Legal Educ workshop Melton
10/03/12 Harrington Industrial 34.62 Tube fittings/Hidden Hills chem sys
10/03/12 West Coast Safety Supply 48.79 Rubber cap/nozzle
10/03/12 Light Bulbs Etc 265.39 Light bulbs for buildings
10/03/12 Bell Pipe 146.08 Ball valves
10/04/12 Holiday Inn Express 96.62 Lodging/CaIPERS Educ forum Parker
10/04/12 Wings Restaurant 38.13 Lunch/Customer Service Appreciation
10/04/12 Wonderware 799.00 Training Tobias
10/04/12 Cobra Solutions 445.00 Annual Membership Gold Ed
10/04/12 Sunstate 34.48 Propane
10/04/12 Bell Pipe 114.09 SCH80 pipe matl
10/08/12 CRWUA 445.00 Conference,Dues Melton
10/08/12 Southwest Airlines 69.80 Travel/CRWUA conf Melton
10/08/12 Caesar's Palace 127.68 Lodging-dep/CRWUA conf Melton
10/08/12 Westside Building Matl 864.37 Tools, batteries
10/08/12 Smart& Final 155.88 Coffee/District
10/08/12 Rootx 4,769.48 Rootx cases
10/09/12 Monoprice 15.79 Cable/Admin Sec desk
10/09/12 Stefano's 197.50 Lunch/JOOMLA Training
10/09/12 Stater Bros 25.41 Beverages/JOOMLA Training
10/09/12 Home Depot 306.99 Tools, batteries
10/10/12 Waterfront Restaurant 18.23 Lunch/Labor Reltn Aca Cert Program
TOTAL 18,343.25
ITEM NO. 7.1
AGENDA REPORT
Meeting Date: October 25, 2012 Budgeted: N/A
Total Budget: N/A
To: Board of Directors Cost Estimate: N/A
Funding Source: N/A
From: Steve Conklin, Acting General Account No: N/A
Manager
Job No: N/A
Presented By: Steve Conklin, Acting General Dept: Administration
Manager
Reviewed by Legal: Yes
Prepared By: Annie Alexander, Executive CEQA Compliance: N/A
Secretary
Subject: Amendments to the District's Conflict of Interest Code
STAFF RECOMMENDATION:
That the Board of Directors approve Resolution No. 12-26 Adopting a Conflict of Interest Code for
the Yorba Linda Water District.
COMMITTEE RECOMMENDATION:
The Executive-Administrative-Organizational Committee discussed this item at its meeting held
October 15, 2012 and supports staff's recommendation.
DISCUSSION:
The Political Reform Act requires every local government agency to review its Conflict of Interest
Code (COI) biennially and to notify the code reviewing body if their current code is accurate or if it
requires amendment. State law stipulates that the Orange County Board of Supervisors is the code
reviewing body for the District. Staff reviewed the District's COI and has identified the following
minor revisions:
• The positions of Finance Director (Auditor), Human Resources Manager, Information
Technology Director, and Public Information Specialist have been changed to Finance
Manager (Treasurer), Human Resources and Risk Manager, Information Technology Manager
and Public Information Officer.
• The positions of Assistant General Manager (Assistant Secretary) and Storekeeper are not
budgeted at this time.
The attached exhibits reflect these modifications and have been reviewed by General Counsel
along with the associated resolution.
PRIOR RELEVANT BOARD ACTION(S):
The Conflict of Interest Code for the District was last amended on June 10, 2010 by Resolution No.
10-15.
ATTACHMENTS:
.._..._. Description: Type:
Resolution No. 12-
Resolution Resolution
26 Adopting a Conflict of Interest Code.doc
YLWD COI 2012 Update Redline.pdf Redline Exhibits Exhibit
YLWD COI 2012 Update Final Draft.pdf Final Exhibits Exhibit
Approved by the Board of Directors of the
Yorba Linda Water District
10/25/2012
RC/GM 5-0 Roll Call
RESOLUTION NO. 12-26
RESOLUTION OF THE BOARD OF DIRECTORS
OF THE YORBA LINDA WATER DISTRICT
ADOPTING A CONFLICT OF INTEREST CODE
WHICH SUPERSEDES ALL PRIOR CONFLICT OF
INTEREST CODES AND AMENDMENTS
PREVIOUSLY ADOPTED
WHEREAS, the Political Reform Act of 1974, Government Code Section 81000 et.
seq. ("the Act"), requires a local government agency to adopt a Conflict of
Interest Code pursuant to the Act; and
WHEREAS, the Yorba Linda Water District has previously adopted a Conflict of
Interest Code and that Code now requires updating; and
WHEREAS, amendments to the Act have in the past and foreseeably will in the future
require conforming amendments to be made to the Conflict of Interest
Code; and
WHEREAS, the Fair Political Practices Commission has adopted a regulation, Title 2,
California Code of Regulations, Section 18730, which contains terms for a
standard model Conflict of Interest Code, which, together with
amendments thereto, may be adopted by public agencies and
incorporated by reference to save public agencies time and money by
minimizing the actions required of such agencies to keep their codes in
conformity with the Political Reform Act.
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Yorba Linda
Water District as follows:
Section 1. The terms of Title 2, California Code of Regulations, Section 18730 and
any amendments to it duly adopted by the Fair Political Practices
Commission are hereby incorporated by reference and, together with
Exhibits A and B in which positions are designated and disclosure
categories are set forth, constitute the Conflict of Interest Code of the
Yorba Linda Water District.
Section 2. The provisions of all Conflict of Interest Codes and Amendments thereto
previously adopted by the Yorba Linda Water District are hereby
superseded.
Section 3. The Filing Officer is hereby authorized to submit the updated Conflict of
Interest Code to the Clerk of the Orange County Board of Supervisors for
review and approval by the Orange County Board of Supervisors as
required by California Government Code Section 87303.
Resolution No. 12-26 Adopting a Conflict of Interest Code 1
PASSED AND ADOPTED this 25th day of October 2012, by the following called vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
Phil Hawkins, President
Yorba Linda Water District
ATTEST:
Annie Alexander, Assistant Secretary
Yorba Linda Water District
Reviewed as to form by General Counsel:
Arthur G. Kidman, Esq.
Kidman Law, LLP
Resolution No. 12-26 Adopting a Conflict of Interest Code 2
XtraExport https:Hcobcoi.ocgov.com/eDisclosure/ContactPerson/CodeAmendments.aspx
Conflict of Interest Code
EXHIBIT A (Final Draft)
Entity: Water Districts
Agency: Yorba Linda Water District
Position Disclosure Files With Status
Category
Attorney OC-01 COB Unchanged
Chief Plant Operator OC-05 COB Unchanged
Consultant OC-30 Agency Unchanged
Customer Service Supervisor OC-05 COB Unchanged
Engineering Manager OC-41 COB Unchanged
Human Resources and Risk Manager OC-41 COB Added
Human Resources Manager OC-41 COB Deleted
Information Systems Administrator OC-05 COB Unchanged
Information Technology Director OC-41 COB Deleted
Information Technology Manager OC-41 COB Added
Management Analyst OC-05 COB Unchanged
Operations Assistant OC-05 COB Unchanged
Operations Manager OC-41 COB Unchanged
Project Engineer OC-05 COB Unchanged
Public Information Officer OC-05 COB Added
Public Information Specialist OC-05 COB Deleted
SCADA Administrator OC-05 COB Unchanged
Senior Accountant OC-05 COB Unchanged
Senior Project Manager OC-05 COB Unchanged
Storekeeper OC-05 COB Deleted
Water Maintenance Superintendent OC-05 COB Unchanged
Water Quality Engineer OC-05 COB Unchanged
Total:22
OFFICIALS WHO MANAGE PUBLIC INVESTMENTS
Officials who manage public investments,as defined by 2 Cal.Code of Regs.§18701(b),are NOT subject to the Agency's code,but
are subject to the disclosure requirement of the Act(Government Code Section 87200 et seq.).[Regs.§18730(b)(3)]These positions
are listed here for informational purposes only.It has been determined that the positions listed below are officials who manage public
investments:
Assistant General Manager(Assistant Secretary) Files with COO-Paper Filings Deleted
Y
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1 of 9 10/9/2012 9:48 AM
XtraExport https:Hcobcoi.ocgov.com/eDisclosure/ContactPerson/CodeAmendments.aspx
Confect of Interest Code
EXHIBIT A (Final Draft)
Entity: Water Districts
Agency: Yorba Linda Water District
Finance Director(Auditor) Files with COO-Paper Filings Deleted
Y
Finance Manager(Treasurer) Files with COB-Paper Filings
Only Added
General Manager(Secretary) Files with COO-Paper Filings Unchanged
Y
Member of the Board of Directors Files with COO-Paper Filings Unchanged
Y
The disclosure categories and requirements for these positions are set forth in article 2 of chapter 7 of the Political Reform Act,
Government Code section 87200 et.seq.They generally require the disclosure of interests in real property in the agency's jurisdiction,
as well as investments,business positions and sources of income(including gifts,loans and travel payments).
Run date/time:Tuesday,October 09 2012 09:48:04 AM Page 2 of 2
XtraExport https:Hcobcoi.ocgov.com/eDisclosure/ContactPerson/CodeAmendments.aspx
Disclosure Descriptions
EXHIBIT B (Final Draft)
Entity: Water Districts
Agency: Yorba Linda Water District
Disclosure Category Disclosure Description Status
It has been determined that this position manages public investments and
87200 Filer will file a statement of economic interests pursuant to Government Code Unchanged
Section 87200.
All interests in real property in Orange County,the authority or the District
OC-01 as applicable,as well as investments,business positions and sources of Unchanged
income(including gifts,loans and travel payments).
All investments in,business positions with and income(including gifts,
loans and travel payments)from sources that provide services,supplies,
OC-05 materials,machinery,equipment(including training and consulting Unchanged
services)used by the County Department,Authority or District,as
applicable.
Consultants shall be included in the list of designated employees and shall
disclose pursuant to the broadest category in the code subject to the
following limitation: The County Department Head/Director/General
Manager/Superintendent/etc.may determine that a particular consultant,
although a"designated position,"is hired to perform a range of duties that
OC-30 is limited in scope and thus is not required to fully comply with the Unchanged
disclosure requirements in this section. Such written determination shall
include a description of the consultant's duties and,based upon that
description,a statement of the extent of disclosure required. The
determination of disclosure is a public record and shall be filed with the
Form 700 and retained by the Filing Officer for public inspection.
All interests in real property in Orange County,the District or Authority,as
applicable,as well as investments in,business positions with and income
(including gifts,loans and travel payments)from sources that provide
OC-41 services,supplies,materials,machinery,vehicles,or equipment(including Unchanged
training and consulting services)used by the County Department,Authority
or District,as applicable.
Total:5
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3 of 9 10/9/2012 9:48 AM
Conflict of Interest Code
EXHIBIT A (Final Draft)
Entity: Water Districts
Agency: Yorba Linda Water District
Position Disclosure Files With
Category
Attorney OC-01 COB
Chief Plant Operator OC-05 COB
Consultant OC-30 Agency
Customer Service Supervisor OC-05 COB
Engineering Manager OC-41 COB
Human Resources and Risk Manager OC-41 COB
Information Systems Administrator OC-05 COB
Information Technology Manager OC-41 COB
Management Analyst OC-05 COB
Operations Assistant OC-05 COB
Operations Manager OC-41 COB
Project Engineer OC-05 COB
Public Information Officer OC-05 COB
SCADA Administrator OC-05 COB
Senior Accountant OC-05 COB
Senior Project Manager OC-05 COB
Water Maintenance Superintendent OC-05 COB
Water Quality Engineer OC-05 COB
Total: 18
OFFICIALS WHO MANAGE PUBLIC INVESTMENTS
Officials who manage public investments, as defined by 2 Cal. Code of Regs. § 18701 (b), are NOT subject to the Agency's
code,but are subject to the disclosure requirement of the Act. (Government Code Section 87200 et seq.). [Regs. § 18730(b)
(3)] These positions are listed here for informational purposes only.
It has been determined that the positions listed below are officials who manage public investments:
Finance Manager(Treasurer) Files with COB-Paper Filings Only
General Manager(Secretary) Files with COB-Paper Filings Only
Member of the Board of Directors Files with COB-Paper Filings Only
The disclosure categories and requirements for these positions are set forth in article 2 of chapter 7 of the Political Reform
Act, Government Code section 87200 et. seq. They generally require the disclosure of interests in real property in the
agency's jurisdiction, as well as investments, business positions and sources of income (including gifts, loans and travel
payments).
Run date/time: Wednesday, October 17 2012 09:50:10 AM Page 1 of 1
Disclosure Descriptions
EXHIBIT B (Final Draft)
Entity: Water Districts
Agency: Yorba Linda Water District
Disclosure Category Disclosure Description
87200 Filer It has been determined that this position manages public investments and will file a
statement of economic interests pursuant to Government Code Section 87200.
All interests in real property in Orange County,the authority or the District as
OC-01 applicable, as well as investments,business positions and sources of income
(including gifts,loans and travel payments).
All investments in,business positions with and income (including gifts, loans and
OC-05 travel payments) from sources that provide services, supplies, materials, machinery,
equipment(including training and consulting services)used by the County
Department,Authority or District, as applicable.
Consultants shall be included in the list of designated employees and shall disclose
pursuant to the broadest category in the code subject to the following limitation:
The County Department Head/Director/General Manager/Superintendent/etc. may
determine that a particular consultant, although a"designated position," is hired to
OC-30 perform a range of duties that is limited in scope and thus is not required to fully
comply with the disclosure requirements in this section. Such written determination
shall include a description of the consultant's duties and,based upon that
description, a statement of the extent of disclosure required. The determination of
disclosure is a public record and shall be filed with the Form 700 and retained by
the Filing Officer for public inspection.
All interests in real property in Orange County,the District or Authority, as
applicable, as well as investments in,business positions with and income (including
OC-41 gifts, loans and travel payments) from sources that provide services, supplies,
materials, machinery, vehicles, or equipment(including training and consulting
services)used by the County Department,Authority or District, as applicable.
Total: 5
Run date/time: Wednesday, October 17 2012 09:50:10 AM Page 1 of 1
ITEM NO. 7.2
AGENDA REPORT
Meeting Date: October 25, 2012 Budgeted: N/A
Total Budget: N/A
To: Board of Directors Cost Estimate: N/A
Funding Source: N/A
From: Steve Conklin, Acting General Account No: N/A
Manager
Job No: N/A
Presented By: Steve Conklin, Acting General Dept: Board of Directors
Manager
Reviewed by Legal: N/A
Prepared By: Annie Alexander, Executive CEQA Compliance: N/A
Secretary
Subject: ISDOC Quarterly Meeting and Election of Executive Committee for 2013/14
SUMMARY:
In conjunction with its regular quarterly meeting on November 29, 2012, the Independent Special
Districts of Orange County (ISDOC) will be conducting an election of its Executive Committee. The
successful candidates will serve a 2-year term beginning January 1, 2013 and ending December 31,
2014. ISDOC has requested that the Board of Directors designate in writing, one primary
representative and one alternate representative to vote in the election on the District's behalf at this
meeting.
STAFF RECOMMENDATION:
That the Board of Directors designate Director Kiley as the primary representative and Director
Hawkins as the alternate representative to vote on the District's behalf in the election of ISDOC's
Executive Committee.
COMMITTEE RECOMMENDATION:
The Executive-Administrative-Organizational Committee discussed this matter at its meeting held
October 15, 2012 and recommended that Director Kiley be designated as the District's primary
representative and Director Hawkins as the alternate representative to vote on the District's behalf
in this election.
DISCUSSION:
The ISDOC Nominating Committee has recommended election of the following candidates to the
Executive Committee for the next term:
President Hon. Rich Freschi, Serrano Water District
1 st Vice President Hon. Bob Moore, South Coast Water District
2nd Vice President Hon. Mike Scheafer, Costa Mesa Sanitary District
3rd Vice President Hon. Saundra Jacobs, Santa Margarita Water District
Secretary Leslie Keane, Trustee, Orange County Cemetery District
Treasurer Hon. Joan Finnegan, Municipal Water District of Orange County
Member districts may vote for the above slate of candidates or vote for candidates individually by
position. Any individual who is not included on the slate or who would like to run for a position on the
Executive Committee may seek election and must be nominated from the floor at the meeting.
PRIOR RELEVANT BOARD ACTION(S):
The Board periodically designates Board and staff member attendance at ISDOC meetings to vote
on behalf of the District as needed.
ATTACHMENTS:
Description: Type:
ISDOC.pdf Election Notice Backup Material
Approved by the Board of Directors of the
Yorba Linda Water District
10/25/2012
MB/GM 5-0
Designating RK as the primary
representative and PH as the alternate
representative.
ISID . C
p C°°� NOTICE OF E
Mailing Address
P.O.Box 20895 ISDOC EXECUTIVE COMMITTEE
Fountain Valley,CA 92728
(2013/2014)
Meeting Location
MWDOCIOCWD
18700 Ward Street THURSDAY, NOVEMBER 29, 2012
Fountain Valley,CA 92708
12:00 P.M.
(714)963-3058
(714)964-5930 fax MWDOC/OCWD BOARD ROOM
www.mwdoc.comiisdoc 18700 WARD STREET, FOUNTAIN VALLEY
Executive Committee
This letter shall serve as official notice that the Independent
President Special Districts of Orange County (ISDOC) will conduct an
Hon.Rich Freschi
Serrano Water District election of its Executive Committee for 2013/14 at its quarterly
meeting on Thursday, November 29, 2012. The election will
Hon.John begin promptly at 12:00 m. in the MWDOC/OCWD Board
Hon.John Withers 9 p p Y p•
Irvine Ranch Water District Room (18700 Ward Street, Fountain Valley). The Executive
2nd Vice President Committee will serve a two-year term beginning January 1, 2013
Hon.Bob Ooten and ending December 31, 2014.
Costa Mesa Sanitary District
3rd Vice President The governing body of each regular special district member agency
Hon.Bob Moore shall designate to the ISDOC Secretary, in writing, one
South Coast Water District
representative who shall exercise the right of the District to vote,
Secretary and one alternate who shall have the right to vote in the absence
Mal Richardson
Best Best&Krieger,LLP of the primary representative. The written designation may take
Treasurer the form of meeting minutes in which the representatives were
Hon.Joan C.Finnegan selected or a signed letter on District letterhead. The individuals
Municipal Water District of designated to vote on the District's behalf may be elected officials
Orange County
or staff of the District.
Immediate Past President
Hon.Saundra Jacobs
Santa Margarita Water District The member districts may either vote for the slate of
candidates, as recommended by the ISDOC Nominating
Committee, or they may vote for each candidate individually
Staff Administration by position. Nominations will also be accepted from the floor at
David Cordero the meeting. In the event that any race is contested, voting for all
Municipal Water District of Orange positions will be done via printed ballot. In the absence of any
County contested races, the membership will be asked to elect the slate of
Robert Ennis candidates by acclamation, unless there is a request that voting be
Orange County Water District done via printed ballots.
continued...
ISDOC Executive Committee Election on Thursday, November 29, 2012
October 3, 2012
2/2
The ISDOC Nominating Committee recently conferred and evaluated the individuals who
had expressed interest in running for ISDOC Executive Committee. The committee
hereby recommends election of the following slate of candidates:
• President— Hon. Rich Freschi, Serrano Water District
• 1st Vice President— Hon. Bob Moore, South Coast Water District
• 2nd Vice President— Hon. Mike Scheafer, Costa Mesa Sanitary District
• 3rd Vice President— Hon. Saundra Jacobs, Santa Margarita Water District
• Secretary — Leslie Keane, Trustee, Orange County Cemetery District
• Treasurer — Hon. Joan Finnegan, Municipal Water District of Orange County
If you have questions regarding the slate of candidates or the election, please contact
David Cordero at 714-593-5012 or dcordero @mwdoc.com.
Sincerely,
r
Rich A. Freschi
ISDOC President
ITEM NO. 10.1
AGENDA REPORT
Meeting Date: October 25, 2012
Subject: Executive-Administrative-Organizational Committee
(Hawkins/Melton)
• Minutes of meeting held October 15, 2012 at 4:00 p.m.
• Meeting scheduled November 19, 2012 at 4:00 p.m.
ATTACHMENTS:
Name: Description: Type:
101512 EAO - Minutes.doc EAO Mtg Minutes 10/15/12 Minutes
MINUTES OF THE
YORBA LINDA WATER DISTRICT
EXEC-ADM IN-ORGANIZATIONAL COMMITTEE MEETING
October 15, 2012
A meeting of the Yorba Linda Water District's Executive-Administrative-Organizational
Committee was called to order by Director Hawkins at 4:00 p.m. The meeting was held
at the District's Administrative Office at 1717 E Miraloma Ave, Placentia, CA 92870.
COMMITTEE STAFF
Director Phil Hawkins, Chair Steve Conklin, Acting General Manager
Director Gary T. Melton Damon Micalizzi, Public Info Officer
Stephen Parker, Finance Manager
OTHER ATTENDEES
Arthur G. Kidman, Partner, Kidman Law LLP
Matthew Hicks, Associate, Townsend Public Affairs (by telephone)
3. DISCUSSION ITEMS
3.1 Legislative Affairs Update
This item was moved up to accommodate Mr. Hicks, joining the meeting
by telephone. Mr. Hicks reported on issues relating to water matters in
Sacramento and locally. At the completion of this item, Mr. Hicks ended
his telephone connection to the meeting.
1. PUBLIC COMMENTS
None.
2. ACTION CALENDAR
2.1. Amendments to the Conflict of Interest Codes for the District and the
Public Financing Corporation
Mr. Conklin reported that the Political Reform Act requires each local
government agency to review its Conflict of Interest Code biennially and to
notify the code-reviewing body (i.e., the County Board of Supervisors for
us) of its accuracy or need for amendment. Presented to the Committee
were the recommended amendments. Following review, the Committee
supported the staff recommendation that (following review as to form by
legal counsel) the Board approve the amended Codes and filing with the
County.
1
2.2. ISDOC Quarterly Meeting and Election of Executive Committee for
2013/14
Mr. Conklin reported that at its Nov 29, 2012 meeting, ISDOC will be
conducting an election of its Executive Committee. For that election,
ISDOC is requesting that the YLWD Board designate in writing one
primary and one alternate representative to vote YLWD's selection for the
election. Following discussion the Committee recommended that the
Board select Dir Kiley and Dir Hawkins as the primary and alternate
representative, respectively.
3. DISCUSSION ITEMS
3.2. Past-Due Reminder Notice
Mr. Parker joined the meeting at this time for the discussion on this item.
Mr. Conklin reported on the chronology of committee and board actions
that lead to the establishment of the Past-Due Reminder Notice for
delinquent payment of a water bill. In discussion with the Committee, Mr.
Parker described the process and timing of the Notices. Following
discussion, the Committee asked that the threshold amount triggering
mailing of a Past-Due Reminder Notice to a customer be raised to $75.
Mr. Parker left the meeting at the conclusion of this item.
3.3. Customer Service Feedback Report
The above report, showing customer service calls by category and
customer feedback responses for January through September 2012, were
reviewed with the Committee.
3.4. Status of Strategic Plan Initiatives
The status of the initiatives was discussed with the Committee.
3.5. Agenda for Board of Directors Workshop Meeting Scheduled November
15, 2012 at 8:30 a.m.
Mr. Conklin provided the Committee with a first draft of the new proposed
contract for the General Manager position. He confirmed that a job
description is also in the works for the GM position. The Committee asked
that staff investigate the cost of hiring a search firm for the selection
process and report back to the Committee. The discussion then moved
on to the goals, direction, timing and work scope for the District's
proposed Operations and Efficiency Study. Following discussion, the
Committee asked staff to contact representatives at the MAP Program for
ideas and potential recommendations, to contact general managers at
other agencies that have gone through change for their thoughts and
recommendations, and to contact other agencies that have had similar
studies performed for their recommendations and suggestions.
2
3.6. Future Agenda Items and Staff Tasks
Staff was asked to update the website.
The Committee adjourned to Closed Session at 5:10 p.m. Directors Hawkins and
Melton were present. Also present were Messrs. Conklin and Kidman.
4. CLOSED SESSION
4.1. 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)
Name of Case: MAMCO, Inc. vs. Yorba Linda Water District
(OC Superior Court — Case No. 00595177)
4.2. 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.
Mr. Conklin left the meeting after this item.
4.3. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: Acting General Manager
The Committee reconvened in Open Session at 5:25 pm. Director Hawkins announced
that no action was taken during Closed Session that was required to be reported under
the Brown Act.
5. ADJOURNMENT
5.1. The meeting was adjourned at 5:25 pm. The next meeting of the
Executive-Administrative-Organizational Committee will be held Monday,
November 19, 2012 at 4:00 p.m.
3
ITEM NO. 10.3
AGENDA REPORT
Meeting Date: October 25, 2012
Subject: Personnel-Risk Management Committee
(Beverage/Collett)
• Minutes of meeting held October 9, 2012 at 4:00 p.m.
• Minutes of meeting held October 23, 2012 at 4:00 p.m. (To be provided at the
next regular Board meeting.)
• Meeting scheduled November 13, 2012 at 4:00 p.m.
ATTACHMENTS:
Description: Type:
100912 PRM - Minutes.doc PRM Mtg Minutes 10/09/12 Minutes
MINUTES OF THE
YORBA LINDA WATER DISTRICT
PERSONNEL-RISK MANAGEMENT COMMITTEE MEETING
October 9, 2012
A meeting of the Yorba Linda Water District's Personnel-Risk Management Committee
was called to order by Director Beverage at 4:00 p.m. The meeting was held at the
District's Administrative Office at 1717 E Miraloma Ave, Placentia CA 92870.
COMMITTEE STAFF
Director Michael J. Beverage, Chair Steve Conklin, Acting General Manager
Director Ric Collett Gina Knight, HR/Risk Manager
1. PUBLIC COMMENTS
None.
2. DISCUSSION ITEMS
2.1. Alternate Time on District Books
At the request of the Committee's Chairperson, staff reported on the total
balance of alternate time on the District's books, being 1,508.54 hours. Of
the reported hours, ten employees had a balance that exceeded fifty
hours. Of those ten employees, three employees had more than one
hundred and twenty hours on the books.
2.2. Job Reclassifications (Verbal Report)
Staff requested that the Committee consider the reclassification of several
positions within the District as well as possible salary adjustments to
specific job classifications. The Committee directed staff to wait until next
year's budget process to present the recommendations for salary
adjustments. Prior to the budget process, staff will conduct salary studies
for the specific positions being considered and bring back the results for
the Committee's review and consideration.
2.3. Revised General Manager Job Description
At the request of the Board of Directors, staff revised the job description
for the General Manager position. The Committee Chair directed staff to
prepare a final clean copy of the revised job description to present along
with the draft copy of the job description to the full Board at a future Board
of Directors workshop.
2.4. Human Resources/Risk Management/Safety Activity and Status of
Recruitments and Budgeted Positions
The Committee reviewed and discussed the department's activity log. In
addition, staff gave an update on the following recruitments: Accounting
Assistant II, Water Quality Tech II and Maintenance Distribution Operator
II. Second interviews for the top two candidates for the Accounting
1
Assistant II were scheduled for October 10, 2012. A recommendation for
promoting three internal candidates was being considered one for the
Water Quality Tech II position and two for the Maintenance Distribution
Operator II positions.
2.5. Future Agenda Items and Staff Tasks
The Committee approved the District's Core Values to be incorporated
into the text of job announcements on the NEOGOV online application
process. The Committee's Chairperson directed staff to look at possible
communication classes to be available for District staff. The focus for
these classes will be to improve communications between departments,
provide verbal tools to diffuse and resolve conflict and avoid
conversational misunderstandings, enhance customer service skills as
well as incorporate the District's core values throughout the organization.
3. ADJOURNMENT
3.1. The meeting was adjourned at 5:58 p.m. The next meeting of the
Personnel-Risk Management Committee will be held Tuesday, October
23, 2012 at 4:00 p.m.
2
ITEM NO. 10.4
AGENDA REPORT
Meeting Date: October 25, 2012
Subject: Planning-Engineering-Operations Committee
(Collett/Kiley)
• Minutes of meeting held October 4, 2012 at 3:00 p.m.
• Meeting scheduled November 1, 2012 at 3:00 p.m.
ATTACHMENTS:
Name: Description: Type:
100412 - PEO Minutes.docx PEO Mtg Minutes 10/04/12 Minutes
MINUTES OF THE
YORBA LINDA WATER DISTRICT
PLANNING-ENGINEERING-OPERATIONS COMMITTEE MEETING
October 4, 2012
A meeting of the Planning-Engineering-Operations Committee was called to order by
Director Collett at 3:00 p.m. The meeting was held at the District's Administrative Office
at 1717 E Miraloma Ave, Placentia CA 92870.
COMMITTEE STAFF
Director Ric Collett, Chair Steve Conklin, Acting General Manager
Director Robert R. Kiley Lee Cory, Operations Manager
Stephen Parker, Finance Manager
John DeCriscio, Chief Plant Operator
Mike Kiddie, Senior Fleet Mechanic
Jennifer Hill, Meter Services Lead
After Director Collett opened the meeting, Mr. Conklin requested that an item, Payment
for AQMD Violation for Late Submittal, be added to the agenda, as this issue came up
after the posting of the agenda, and is an issue that the Committee needs to review and
consider at its October 2012 meeting due to the need to respond to AQMD. The
Committee voted to add this to the agenda as Item 2.3.
1. PUBLIC COMMENTS
None.
2. ACTION CALENDAR
2.1. Approval of Change Orders No. 7-10 for Pressure Regulating Stations
Upgrade Project, Phase 1
Mr. Conklin reported that work is progressing on the project, with three
sites complete and work beginning at Timber Ridge, the fourth site. He
noted that extra work was required at the Camino de Bryant site that was
not part of the original project. The extra work was presented and
discussed as proposed change orders no. 7 through 10. Following
discussion, the Committee supported the staff recommendation that the
Board approve payment of Change Orders No. 7 thru 10 for one-half
additional work day and $2,820.33 added cost.
2.2. Amendment No. 4 to MWH Americas Professional Services Agreement —
Construction Support Services for the Highland Booster Pump Station
Replacement
Mr. Conklin recalled that the Board approved the Notice of Completion in
September 2012 for the Highland BPS Project and that the station is
working well. He noted that the District's engineering consultant on the
project, MWH Americas, had a Professional Services Agreement to
provide construction support services based upon a project completion
1
date of March 2012. However, while the District was able to begin using
the facility to deliver water, final completion of the project was not
achieved until September 2012, six months later than anticipated. During
the last six months, MWH continued to provide construction support
services to the District, including contractor coordination, scheduling and
sub-consultant management. These out-of-scope services provided by
MWH were reviewed and discussed with the Committee. Following
discussion, the Committee supported the staff recommendation that the
Board approve Amendment No. 4 for MWH in the amount of $9,998 for
additional support services for the subject project.
2.3. Payment for AQMD Violation for Late Submittal
Mr. Cory reported that a Notice of Violation was received from the South
Coast Air Quality Management District (AQMD) on October 1, 2012,
because the District did not submit emission tests to AQMD until after their
due date. He noted that there was no emissions violation. The violations
are for late submittal of the test results for which a penalty payment of
$3,300 is requested from AQMD. Mr. Cory and Mr. Kiddie discussed
AQMD's required testing program for natural-gas powered engines. Mr.
Kiddie reviewed the situation that lead to the late submittal of test results
as well as the plan to meet submittal deadlines for the future. It was noted
that the violation letter called for payment by October 11, 2012, and that
Mr. Kiddie placed a call to AQMD requesting a time extension to respond.
After discussion, the Committee supported the staff recommendation to
proceed with processing of a check for $3,300 to settle the violation. Mr.
Kiddie left the meeting at the completion of this item.
3. DISCUSSION ITEMS
3.1. Meter Testing Update
Mr. Parker and Ms. Hill provided a status report on the District's water
meter program at the September 2012 PEO Committee meeting and
provided a response today to questions asked in September. Items noted
included:
• After investigating the potential for outsourcing testing of meters, it
does not appear to be a viable or cost-effective option.
• After contacting six other water providers in the area, none were
interested in a reciprocal meter cross-testing arrangement.
• Two local providers, IRWD and MNWD, invited YLWD staff to visit
their meter testing facilities and see testing methods.
• Discussed the potential costs and benefits and reasonable timeline
for the change-out of meters on the east side to radio-read units.
• Discussed the existing customers (relatively few) that tend to have
high water demands that are above the top-end rated capacity of
their meters. Under this condition, over time, the meters are
overtaxed, may under register, and may require replacement
sooner than specified by the manufacturer.
2
Following discussion on the above, the Committee asked staff to
investigate the following and provide feedback to the Committee:
• Further investigate and determine the estimated ROI (return-on-
investment) for change-out of the east side meters.
• Report on visits to meter testing facilities at IRWD and MNWD.
• Report on cost and viability of building and equipping a bench and
system for in-house testing of meters.
• Concerning the issue of customers who operate meters with
demands that typically exceed the high-end specifications, return
with ideas for discussion for a potential policy on testing of meters,
and for the required upsizing of meters, if use is out of spec over a
given time frame.
3.2. Highland Reservoir Ingress/Egress Easement
Mr. Conklin reported that representatives for a potential residential
development of a 5-acre undeveloped parcel at 5225 Highland Avenue
met with District staff to determine if the District might be amenable to
granting an ingress/egress easement for the land-locked parcel. He noted
that staff performed a preliminary investigation and found no reason not to
further pursue the granting of the easement along the northerly edge of
the District's Highland Reservoir site. Mr. Conklin also reported that the
representatives indicated a willingness to purchase a 5,000 SF easement
at a fair-market value of $22.50/SF, for a total cost of $112,500. Following
discussion, the Committee asked staff to proceed, working with the
representatives and the developer (upon payment of District-required
Development Fees), on documents necessary for the easement, and
water and sewer service for the potential residential development, and to
advise the Committee as the project advances.
3.3. Monthly Groundwater Production and Purchased Import Water Report.
Mr. DeCriscio reported that water demand in September was 14% over
the projected demand, and that cumulatively for July through September,
demand is 7.9% over that projected. He noted that groundwater has been
32% of our supply and that we are making the changes to ramp up our
use of groundwater to achieve our goal of 50.3% of our total demand by
June 30, 2013.
3.4. Monthly Preventative Maintenance (PM) Report.
Mr. Cory reported on the status of PM and Reactive Maintenance through
September. He noted that our crews were concentrating on PM on valves
and air vacs, and will now transition to other work items to bring those up
to target levels. He discussed sewer cleaning and televising of the east
side sewers that the District took over in July 2011, and advised that our
crews have cleaned all of these sewers and addressed problem areas. In
the process, the crews cleaned and maintained sewers and manholes that
have not been cleaned in several years. Mr. Conklin noted that Lee Cory,
Diane Dalton and Ariel Bacani made a presentation to the Sept CAC
3
Meeting on the District's sewer system and the work required to maintain
it. Mr. Conklin commented that the CAC presentation was well received,
with an extensive discussion.
3.5. Monthly Production Division Report
Mr. DeCriscio reported on the above for September, noting that the max
temperature for the month was 108 deg F and the max water-use day was
28.3 million gallons. He reported on water quality parameters, equipment
removed from service and returned to service, PMs performed on major
equipment and facilities and after-hour responses.
3.6. Groundwater Producers Meeting Report
Mr. Conklin reported that no District staff was able to attend the OCWD
Groundwater Producers meeting on September 12. Meeting minutes
prepared by OCWD were provided and reviewed with the Committee.
3.7. Status Report on Capital Projects in Progress
Mr. Conklin reported on capital projects in planning, design and
construction.
3.8. Status of Strategic Plan Initiatives
Mr. Conklin reported on the status of strategic plan initiatives relating to
engineering and operations.
3.9. Future Agenda Items and Staff Tasks
The Committee asked for a status report on the meter program, as noted
in Item 3.1 above.
4. ADJOURNMENT
4.1. The meeting adjourned at 4:40 p.m. The next meeting of the Planning-
Engineering-Operations Committee will be held Thursday, November 1,
2012 at 3:00 p.m.
4
ITEM NO. 12.1
AGENDA REPORT
Meeting Date: October 25, 2012
Subject: Meetings from October 26, 2012 - November 30, 2012
ATTACHMENTS:
Description: Type:
BOD - Activities Calendar.pdf BOD Activity Calendar Backup Material
Board of Directors Activity Calendar
Event Date Time Attendance by:
November 2012
Planning-Engineering-Operations Committee Meeting Thu, Nov 1 3:OOPM Collett/Kiley
WACO Fri, Nov 2 7:30AM Hawkins
Pub Affairs-Communications-Tech Committee Meeting Mon, Nov 5 4:OOPM Melton/Beverage
Yorba Linda City Council Tue, Nov 6 6:30PM Hawkins
MWDOC/MWD Workshop Wed, Nov 7 8:30AM Melton/Staff
OCWD Board Wed, Nov 7 5:30PM Kiley/Staff
Board of Directors Regular Meeting Thu, Nov 8 8:30AM
District Offices Closed Mon, Nov 12 7:30AM
Personnel-Risk Management Committee Meeting Tue, Nov 13 4:OOPM Beverage/Collett
LAFCO Wed, Nov 14 9:OOAM Beverage
Yorba Linda Planning Commission Wed, Nov 14 7:OOPM Kiley
Board of Directors Workshop Meeting Thu, Nov 15 8:30AM
Exec-Admin-Organizational Committee Meeting Mon, Nov 19 4:OOPM Hawkins/Melton
Pub Affairs-Communications-Tech Committee Meeting Tue, Nov 20 4:OOPM Melton/Beverage
Yorba Linda City Council Tue, Nov 20 6:30PM Melton
MWDOC Board Wed, Nov 21 8:30AM Melton/Staff
Board of Directors Regular Meeting Wed, Nov 21 8:30AM
OCWD Board Wed, Nov 21 5:30PM Kiley/Staff
District Offices Closed Thu, Nov 22 7:OOAM
District Offices Closed Fri, Nov 23 7:OOAM
Citizens Advisory Committee Meeting Mon, Nov 26 8:30AM Beverage
Finance-Accounting Committee Meeting Mon, Nov 26 4:OOPM Kiley/Hawkins
Joint Committee Meeting with MWDOC and OCWD Tue, Nov 27 4:OOPM Hawkins/Beverage
Personnel-Risk Management Committee Meeting Wed, Nov 28 4:OOPM Beverage/Collett
Yorba Linda Planning Commission Wed, Nov 28 7:OOPM Collett
ISDOC Thu, Nov 29 11:30AM Collett
10/18/2012 2:03:03 PM
ITEM NO. 13.1
AGENDA REPORT
Meeting Date: October 25, 2012
Subject: ACWA/JPIA Harassment Prevention for Managers Training - October 24, 2012
(Ratify Director Collett's attendance.)
DWR/NWRI Drought Response Workshop - November 6, 2012
STAFF RECOMMENDATION:
That the Board of Directors authorize Director attendance at these events if desired.
ATTACHMENTS:
Description: Type:
Harassment Prevention Training.pdf Backup Material Backup Material
Drought Response Workshop.pdf Backup Material Backup Material
Approved by the Board of Directors of the
Yorba Linda Water District
10/25/2012
GM/RC 5-0
Authorizing Director attendance at the
workshop on 11/06/12.
Ratification of RC's attendance at the
training on 10/24/12 was not necessary as
he was unable to attend.
JOINT POWERS INSURANCE AUTHORITY
PIA 4Announces water-industry training in your area...
Sexual Harassment Prevention for Management
Course_Descripi i9n_
This course is designed to help our members comp]y with the current law requiring management to take sexual
harassment training every two years.The course guides managers through the sexual
harassment investigative process including interviewing the complainant,alleged harasser,and
"itnesses.The program also covers the emotional aspects of harassment and the importance of
creating a safe work environment where employees can report sexual harassment violations without fear of shame
or retaliation.Upon completion:of the course,Managers will.
+ Understand the California and federal Sexual harassment laws
+ Recognize early signs of sexual harassment
+ Maintain open communication in a respectful environment
+ Investigate and resolve sexual harassment complaints
Meet the requirement established by Ab-1825
Date: Wednesday,October 24,2012
Time. 8:00-10:00 a.m.
Location: El Toro Water District
4251 Los Absos Blvd.
Lake Forest,CA 92830
Phone: 949-837-7050
i
Instructor: Patricia 5laven,SPHR
JPIA Training Manager
Cost: No cost to JPIA members S
550 non-member water agencies
$99 other organizations
Registration with the JPIA is required UAL
Use one of three methods:
Online-www.acwajpia.com
By email -training epia.ca HARASSMENT
By phone-800.231.5742.5742 ext.3121 1
REGISTRATION OPEN
1DjrT)URELq Reopame wairlbNop
Sponsored By:
California Department of Water Resources
National Water Research Institute
Date/Time: Tuesday,November 6, 2012 of WAr��
9:00 am - 4:00 pm NWRI By: Orange County Water District
18700 Ward Street vACAUFnc
Fountain Valley, CA 92708
About the Workshop:
The California Department of Water Resources (DWR) and National Water Research Institute
(NWRI) will be holding a"Drought Response"Workshop to review and provide updates on
drought planning, response, and mitigation measures. The workshop is intended for water
agencies and other public and local agencies involved in drought response and planning efforts.
Lunch will be provided.
Program:
• Statewide Water Conditions and Preparing for a Dry 2013
Jeanine Jones, California Department of Water Resources
• California Statewide Groundwater Elevation Monitoring (CASGEM)
Mary Scruggs, California Department of Water Resources
• Southern California Water Conditions and MWO Water Conservation Activities
Metropolitan Water District of Southern California (invited)
• State Water Project Delivery Capabilities in Drought Conditions
Sushil Arora, California Department of Water Resources
Development and Implementation of Drought-Related Messaging
Darcy Burke,Municipal Water District of Orange County
And presentations by the University of California Irvine, Orange County Water District,
Inland Empire Utilities Agency, and San Diego County Water Authority.
Registration:
There is no cost to attend the workshop. To reserve a seat,please contact Dondra Hall,NWRI,
by email at dhall @nwri-usa.org or call (714) 378-3278.