HomeMy WebLinkAbout2013-03-28 - Board of Directors Meeting Minutes 2013-055
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, March 28, 2013, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The March 28, 2013 Regular Meeting of the Yorba Linda Water District Board of
Directors was called to order by President Melton at 8:30 a.m. The meeting was
held in the Board Room at the District's Administration Building located at 1717
East Miraloma Avenue in Placentia, California 92870.
2. PLEDGE OF ALLEGIANCE
President Melton led the pledge.
3. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Gary T. Melton, President Steve Conklin, Acting General Manager
Robert R. Kiley, Vice President John DeCriscio, Acting Operations Manager
Michael J. Beverage Gina Knight, HR and Risk Manager
Ric Collett Stephen Parker, Finance Manager
Phil Hawkins Art Vega, Acting IT Manager
Annie Alexander, Executive Secretary
Doug Baker, Mechanic II
Cindy Botts, Management Analyst
Amelia Cloonan, Human Resources Analyst
Bryan Melton, Human Resources Technician
Damon Micalizzi, Public Information Officer
Ronnie Ruiz, Maintenance Worker I
Robyn Shaw, IS Tech II/Programmer
ALSO PRESENT
Tom Lindsey, Mayor, City of Yorba Linda
Art Kidman, Partner, Kidman Law LLP
Eddy Beltran, Senior Counsel, Kidman Law LLP
1
2013-056
4. ADDITIONS/DELETIONS TO THE AGENDA
Mr. Conklin requested to remove Item No. 7.4. from the Consent Calendar for
separate action. The Board agreed. Mr. Conklin then requested to add the
following item to the agenda:
8.5. Request for Certificate for Liability Coverage for Independent
Special Districts of Orange County
Recommendation: That the Board of Directors authorize the Acting
General Manager to execute a Certificate for Liability Coverage to
be included with ISDOC's submission of a Chapter Affiliation
Agreement to the California Special Districts Association.
He explained that there was a need for the Board to take immediate action on
this matter which came to staffs attention subsequent to the agenda being
posted. An agenda report for this item was distributed at the meeting.
Director Beverage made a motion, seconded by Director Collett, to add Item No.
8.5. to the agenda. Motion carried 5-0.
5. PUBLIC COMMENTS
None.
6. SPECIAL RECOGNITION
6.1. Introduce Ronnie Ruiz, Newly Hired Maintenance Worker I
Mr. DeCriscio introduced Mr. Ruiz and provided the Board with an
overview of his background and previous work experience. Mr. Ruiz came
from the City of Huntington Beach where he worked in the sewer
department. He currently holds a CWEA I certificate and is working
towards obtaining additional water certifications. The Board welcomed Mr.
Ruiz to the District.
6.2. Recognition of Employees for Their Service to the District
• Robyn Shaw, IS Tech II/Programmer (5 Years)
Mr. Vega provided an overview of Ms. Shaw's work history. Ms.
Shaw first joined YLWD in 2008 and came from the private sector.
She has created several programs for the District and is currently
working on the implementation and administration of CMMS and
the Human Resources module in GP.
1
2
2013-057
• Doug Baker, Mechanic II (5 Years)
Mr. DeCriscio provided an overview of Mr. Baker's work history.
Mr. Shaw also joined YLWD in 2008 as a Mechanic I and has since
been promoted to Mechanic II. He has continued to advance his
career by taking several mechanical-related training courses. In
addition, he has obtained his Water Distribution II and Water
Treatment II certifications.
The Board commended Ms. Shaw and Mr. Baker for their service.
Mr. Conklin presented each of them with a pin commemorating the
number of years they had served the District.
Ms. Shaw and Messrs. Baker and Ruiz left the meeting at this time.
7. CONSENT CALENDAR
Director Collett made a motion, seconded by Director Kiley, to approve the
Consent Calendar(with the exception of Item No. 7.4.). Motion carried 5-0.
7.1. Minutes of the Board of Directors Regular Meeting held March 14, 2013
Recommendation: That the Board of Directors approve the minutes as
presented.
7.2. Payments of Bills, Refunds and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$633,539.20.
7.3. Terms and Conditions for Sewer Service with the City of Yorba Linda
Recommendation: That the Board of Directors approve the Terms and
Conditions for Sewer Service with the City of Yorba Linda, Job No.
20130S.
7.5. Claim Filed by Richard Peterson
Recommendation: That the Board of Directors reject the claim submitted
by Mr. Peterson and refer it to ACWA/JPIA.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
7.4. Request for Support for OCWD Act Amendment Regarding Recovery of
Groundwater Clean-up Costs
Mr. Conklin explained that OCWD is working to amend its District Act
through the legislative process (SB 658 and AB 1287) to provide the
agency with the authority it needs to recover investigative costs incurred in
a groundwater clean-up project. OCWD has requested that the local
3
2013-058
groundwater producers send letters of support for these bills to members
of the California Legislature.
Mr. Kidman addressed the Board and noted that during his review of the
matter, he discovered that the bill numbers cited in the draft
correspondence may not be correct. He suggested that the Board
approve the concept of supporting an amendment to OCWD's District Act
and authorize staff to submit the letters to the legislature once the correct
bill numbers have been confirmed by legal counsel. Mr. Conklin and Mr.
Kidman then responded to questions from the Board regarding litigation
involving OCWD related to this issue. Mr. Conklin recommended that the
Board authorize the Acting General Manager to submit the letters of
support following review and acceptance of the language in the bills by
legal counsel.
Director Beverage made a motion, seconded by Director Hawkins to
authorize the Acting General Manager to submit the letters of support
subject to the review and acceptance of the language in the bills by legal
counsel.
Mr. Kidman and Mr. Beltran responded to questions from the Board
regarding the language in one of the bills.
Mr. Conklin stated that he had previously requested the language of both
bills from OCWD.
Motion carried 5-0.
8. ACTION CALENDAR
8.1. Property Insurance Premium for April 2013-2014
Mrs. Knight explained that it was time once again for the District to renew
its property insurance policy. Staff is requesting that the Board authorize
payment of the annual premium. ACWA/JPIA increased the values of
buildings and other structures by 2.9% and the values of fixed equipment
by 1.53%. Last year's premium cost approximately $41,000 and this
year's premium is approximately $47,000. The Personnel-Risk
Management Committee reviewed this matter on March 12, 2013 and
supports payment of the premium. Mrs. Knight then responded to
questions from the Board regarding the coverage provided.
Director Collett made a motion, seconded by Director Hawkins, to
authorize payment in the amount of $47,186 to renew the District's
property insurance coverage through ACWA/JPIA for the period April 1,
2013 through April 1, 2014. Motion carried 5-0.
4
2013-059
8.2. Declaration of Intent to Sell Surplus Property at 4622 Plumosa Dr
Mr. Conklin explained that staff had been instructed to pursue the sale of
this property. Legal counsel has advised that the District is required to
notify certain public agencies of YLWD's intent to sell the property. A list
of the agencies to be notified was distributed at the meeting. These
agencies will be given 60 days to respond with their intent to purchase or
lease the property prior to it being made available for purchase on the
open market. Mr. Conklin responded to questions from the Board
regarding an appraisal previously conducted of the property. Director
Melton stated that the Executive-Administrative-Organizational Committee
had considered this matter and thought that the property would continue to
be a liability if it wasn't sold and were to remain vacant.
Director Beverage made a motion, seconded by Director Kiley, to adopt a
declaration that the District-owned property at 4622 Plumosa Drive is no
longer necessary for District use and authorize the Acting General
Manager to send out the attached letter. Motion carried 5-0.
8.3. Special District Leadership Foundation — District Transparency Certificate
of Excellence
Mr. Conklin explained that in February 2012 the Board had unanimously
approved a commitment towards achieving the "District of Distinction"
accreditation from the Special District Leadership Foundation (SDLF).
Unfortunately, the application requirements were recently updated to also
require the completion of a District Transparency Certificate of Excellence.
A document identifying the requirements that have already been achieved
and those that would still need to be accomplished was distributed at the
meeting. Staff is requesting that the Board consider confirming its
commitment towards achieving this accreditation now that the application
requirements have changed. Mr. Conklin reviewed those requirements
that would require further effort to accomplish. Director Melton stated that
the Executive-Administrative-Organizational Committee reviewed this
matter and felt that as most of the requirements were already complete
and in alignment with the District's strategic plan, that it would support a
continued effort to obtain the accreditation.
Director Hawkins made a motion, seconded by Director Collett, to confirm
its commitment towards achieving the "District of Distinction" accreditation,
which requires the District to complete the tasks for the SDLF District
Transparency Certificate of Excellence. Motion carried 4-0-1 with Director
Beverage abstaining.
5
2013-060
8.4. Operations and Efficiency Study Statement of Qualifications Review and
Scoring
Mr. Conklin explained that staff had requested a Statement of
Qualifications (SOQ) from 3 firms to prepare an Operations and Efficiency
Study for the District. Their responses were provided to the Board for
review. Staff is now asking the Board to select one of these firms to
perform the work. Staff would then work with the successful firm to
negotiate the final scope and fee which in turn would be brought back to
the Board for consideration of award of a Professional Services
Agreement.
Director Hawkins stated that he would prefer that the Board have the
opportunity to interview each of the firms prior to making a selection.
Directors Kiley and Collett agreed. Director Beverage briefly commented
on each of the SOQ's and the selection/negotiation process. Mr. Conklin
further explained that staff had originally identified 24 firms that could
potentially perform the study. Staff requested a letter of interest and list of
references from 11 of the most qualified firms of which only 5 responded.
Staff then reviewed the reference information and asked 3 of the 5 firms
that were identified as being most qualified to submit an SOQ.
Director Collett reiterated that while he felt that 2 of the firms looked to be
qualified to perform the study, he would still like the opportunity to
interview them. Director Hawkins reaffirmed that he too would like the
chance to interview the firms.
The Board and staff briefly discussed the pros and cons of not indicating a
budgeted amount for the study should the Board decide to reissue a
request for SOQ's. The Board then determined to schedule a special
meeting to conduct interviews of the responsive firms. Staff will work on
arranging a date and time for this meeting.
Mses. Botts and Cloonan and Mr. Bryan Melton left the meeting at this time.
8.5. Request for Certificate for Liability Coverage for Independent Special
Districts of Orange County (ISDOC)
Mr. Conklin explained that staff had received this request the previous
afternoon from Mr. David Cordero on behalf of ISDOC. The certificate
would affirm that the Board has authorized YLWD Directors and staff to
participate in ISDOC activities as part of their regular duties. Completion
of the certificate will allow ISDOC to finalize and submit an affiliation
agreement with the California Special Districts Association without having
to purchase liability insurance.
Director Collett made a motion, seconded by Director Kiley, to authorize
the Acting General Manager to execute a Certificate for Liability Coverage
to be included with ISDOC's submission of a Chapter Affiliation
Agreement to the California Special Districts Association.
6
2013-061
9. DISCUSSION ITEMS
9.1. Request to Support Election of Kathleen Tiegs for ACWA Vice-President
Mr. Conklin explained that the Cucamonga Valley Water District had
requested that the Board consider supporting Ms. Tiegs' candidacy for
ACWA Vice President during the 2013 election which will be taking place
later this year. The Executive-Administrative-Organizational Committee
considered this matter and instructed staff to present the request to the
Board as an information item. Mrs. Knight provided a brief overview of her
knowledge of Ms. Tiegs' work history and community involvement.
Mr. Kidman stated that while he did not know her very well, his impression
of Ms. Tiegs was very favorable. Director Melton suggested that
consideration of this request would be postponed to a later date as there
would undoubtedly be similar requests submitted to the Board as the
election grew closer. Director Hawkins suggested that each of the
candidates seeking Board support during this election be asked to
address the Board at a future meeting. The election is scheduled to be
held at the ACWA Fall Conference in Los Angeles.
10. REPORTS, INFORMATION ITEMS, AND COMMENTS
10.1. President's Report
President Melton welcomed Mayor Lindsey to the meeting.
10.2. Directors' Report
None.
10.3. Acting General Manager's Report
Mr. Conklin reported that he had received an e-mail that the County
Planner had placed a hold on the processing of the Environmental Impact
Reports (EIR) for the Sage and Esperanza Hills development projects until
the developers can demonstrate that they have easements and grading
rights on adjoining properties. Mr. Conklin responded to questions from
the Board regarding District concerns for the provision of water for both of
the developments. Mr. Conklin also noted that the recently completed
Northeast Area Planning Study included a description of the water
facilities needed to support the two developments. Staff is waiting to hear
from the developers to further discuss these matters. Director Kiley
suggested that the District's requirements also be sent to the Orange
County Fire Authority.
Mr. Conklin then stated that staff had arranged for harassment prevention
training on May 16, 2013. Two sessions would be available for Director
attendance if desired.
7
2013-062
Mr. Conklin concluded his report and stated that the EIR for the District's
request for annexation to OCWD would be released for a 45 day comment
period within the next day or two. Staff will receive notice as soon as it
has been released. If the project remains on schedule, it would be
considered by the OCWD Board of Directors in August 2013. If approved,
it would then be submitted to LAFCO for completion which could take a
few additional months. Hopefully, the District will be able to start pumping
additional groundwater from the basin before the end of the calendar year.
10.4. General Counsel's Report
Mr. Kidman stated that a Closed Session would be needed but that it
shouldn't take too long. He also commented on various pieces of
legislation related to the water bond, hydraulic fracturing and CEQA
reform. Mr. Kidman further reported that a bill was being proposed that
would require elected officials to participate in 4 hours of financial
management training every 4 years.
10.5. Future Agenda Items and Staff Tasks
None.
11. COMMITTEE REPORTS
11.1. Executive-Administrative-Organizational Committee
(Melton/Kiley)
• Minutes of the meeting held March 19, 2013 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held April 16, 2013 at 4:00 p.m.
11.2. Finance-Accounting Committee
(Hawkins/Melton)
• Minutes of the meeting held March 25, 2013 at 12:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held April 22, 2013 at 12:00 p.m.
11.3. Personnel-Risk Management Committee
(Collett/Beverage)
• Minutes of the meeting held March 12, 2013 at 4:00 p.m. were
provided in the agenda packet.
• Minutes of the meeting held March 27, 2013 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held April 9, 2013 at 4:00 p.m.
8
2013-063
11.4. Planning-Engineering-Operations Committee
(Kiley/Hawkins)
• Minutes of the meeting held March 7, 2013 at 3:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held April 8, 2013 at 3:00 p.m.
11.5. Public Affairs-Communications-Technology Committee
(Beverage/Collett)
• Next meeting is scheduled to be held April 2, 2013 at 4:00 p.m.
11.6. YLWD-City of Placentia Joint Agency Committee
(Melton/Hawkins)
• Next meeting is scheduled to be held in May 2013. Specific date
and time is yet to be determined.
11.7. YLWD-City of Yorba Linda Joint Agency Committee
(Kiley/Beverage)
• First meeting is scheduled to be held April 17, 2013 at 6:00 p.m. at
Yorba Linda City Hall.
Director Beverage requested that staff verify the room location of
this meeting being held at Yorba Linda City Hall.
11.8. YLWD-MWDOC-OCWD Joint Agency Committee
(Beverage/Melton)
• Minutes of the meeting held March 26, 2013 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held May 28, 2013 at 4:00 p.m.
11.9. Citizens Advisory Committee
(Beverage)
• Minutes of the meeting held March 25, 2013 at 8:30 a.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled April 22, 2013 at 8:30 a.m.
12. INTERGOVERNMENTAL MEETINGS
12.1. YL City Council — March 19, 2013 (-Kiley) (Collett)
Director Collett was unable to attend this meeting.
9
2013-064
12.2. MWDOC Board — March 20, 2013 (Melton/Staff)
Director Melton attended and noted that it was a very short meeting.
12.3. OCWD Board — March 20, 2013 (Kiley/Staff)
Director Kiley attended and stated that in addition to the annexation
related activity discussed during the meeting, the OCWD Board had
presented Mr. Jim Ruth with a resolution commemorating his retirement
as General Manager for the Orange County Sanitation District.
12.4. YL Planning Commission — March 27, 2013 (Hawkins)
Director Hawkins attended and noted that there were only 2 items on the
agenda, neither of which directly impacted the District.
13. BOARD OF DIRECTORS ACTIVITY CALENDAR
13.1. Meetings from April 1, 2013 — May 31, 2013
The Board made no changes to the activity calendar.
14. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
14.1. North Orange County Legislative Alliance Elected Official Reception —
April 4, 2013
MWD/MWDOC California State Water Project / Sacramento-San Joaquin
Bay Delta Inspection Trip — April 12-13, 2013
Director Beverage made a motion, seconded by Director Hawkins, to
authorize Director attendance at the above listed events if desired. Motion
carried 5-0.
15. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:21 a.m. All Directors were
present. Also present were Mrs. Knight and Messrs. Conklin, Kidman, and
Beltran.
15.1. 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 (OCSC — Case No.
00486884)
The Board reconvened in Open Session at 9:44 a.m. President Melton
announced that no action was taken during Closed Session that was required to
be reported under the Brown Act.
10
2013-065
16. ADJOURNMENT
16.1. The meeting was adjourned at 9:45 a.m. A Board of Directors Workshop
Meeting has been scheduled for Monday, April 1, 2013 at 11:00 a.m. The
next Board of Directors Regular Meeting will be held Thursday, April 11,
2013 at 8:30 am.
Steve Conklin
Board Secretary
11