HomeMy WebLinkAbout2013-06-13 - Board of Directors Meeting Minutes 2013-110
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, June 13, 2013, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The June 13, Regular Meeting 2013 Re ular Meetin 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
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Robert R. Kiley, Vice President John DeCriscio, Operations Manager
Michael J. Beverage Gina Knight, HR/Risk Manager
Ric Collett Stephen Parker, Finance Manager
Phil Hawkins Art Vega, Acting IT Manager
Annie Alexander, Executive Secretary
Cindy Botts, Management Analyst
Anthony Manzano, Senior Project Manager
Damon Micalizzi, Public Information Officer
ALSO PRESENT
Gene Hernandez, Councilmember, City of Yorba Linda
Bill Nelson, Director, California Special Districts Association
Art Kidman, Partner, Kidman Law LLP
Andrew Gagen, Partner, Kidman Law LLP
Daniel Mole, Chair, YLWD Citizens Advisory Committee
Daniel Langhorne, Reporter, Orange County Register- North County Bureau
4. ADDITIONS/DELETIONS TO THE AGENDA
Mr. Conklin requested to remove Item No. 7.5. from the Consent Calendar for
separate action and to defer consideration of Item No. 8.4. to the next regular
Board meeting. Director Beverage requested that consideration of Item Nos.
8.1., 8.2. and 8.3. also be deferred as they were directly related to the draft
budget.
Director Kiley expressed his disappointment with the delay in the budget process
as well as responses to budget related questions contained in a staff memo that
was copied to the Board the previous evening.
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Director Beverage expressed his concern regarding few questions he had
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previously put forward related to salary and benefit numbers contained in the
draft budget and the transfer of unused funds into reserves. He further noted
that there might not be enough time to address these matters prior to the next
regular Board meeting.
President Melton asked if the Board desired to schedule another workshop
meeting to discuss the draft budget and if they did, if it would it be alright if the
final budget wasn't adopted before the end of the current fiscal year. Following
brief discussion, it was the consensus of the Board to schedule a workshop
meeting for this purpose. The specific date and time will be determined shortly.
Mr. Conklin offered his apologies to the Board and explained that staff would like
the opportunity to address the Directors' comments and concerns appropriately.
President Melton recommended that the Finance-Accounting Committee review
the draft budget in additional detail.
Director Beverage suggested that the Board consider returning to a 2-year
budget cycle versus a 1-year.
Director Collett asked if it was necessary for the Board to take a vote to remove
the budget related items from the agenda. It was determined that it would not be
necessary.
5. PUBLIC COMMENTS
Mr. Nelson introduced himself and stated that he was currently serving as a
Trustee for the Orange County Cemetery District as well as a Director for the
California Special Districts Association (CSDA). He explained that he would like
to respectfully ask for the Board's support for his reelection as a Region 6
representative on the CSDA Board of Directors. Information regarding his
background and experience was included with the ballots mailed the previous
week. Director Hawkins noted that Director Nelson's opponent for this seat as
well as the individuals currently serving in the other two Region 6 seats were all
from San Diego County. President Melton thanked Director Nelson for his
comments. Mr. Conklin stated that the ballot for this election would be discussed
at the next Executive-Administrative-Organizational Committee meeting.
6. COMMITTEE REPORTS
6.1. Citizens Advisory Committee
(Beverage)
• Minutes of the meeting held May 20, 2013 at 8:30 a.m. were
provided in the agenda packet. Mr. Mole addressed the Board and
reported that the majority of the meeting was spent discussing the
draft budget. He expressed his concerns related to the budgeted
and forecasted numbers for salary related expenses and stated that
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he felt the projected increase in construction costs for capital
improvement projects was too low. He also expressed his
continuing concern regarding meeting attendance as only 7
Committee members were present.
President Melton thanked Mr. Mole for his comments and
expressed his appreciation for the time the Committee was taking
to review the draft budget.
Director Kiley requested that the Committee members forward their
budget related questions to Mr. Conklin so they could be addressed
during the remainder of the review process.
• Next meeting is scheduled to be held June 24, 2013 at 8:30 a.m.
7. CONSENT CALENDAR
Director Beverage made a motion, seconded by Director Collett, to approve the
Consent Calendar (with the exception of Item No. 7.5.). Director Collett
abstained from voting on a payment made to Placentia Disposal as listed on the
Credit Card Summary in Item No. 7.2. as he has a financial interest with the
vendor. Motion carried 5-0.
7.1. Minutes of the Board of Directors Regular Meeting held May 23, 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$1,542,058.02.
7.3. Progress Payment No. 2 for the Yorba Linda Blvd Pump Station Project
Recommendation: That the Board of Directors approve Progress
Payment No. 2 in the net amount of $128,380.30 to ECI, Inc. for
construction of the Yorba Linda Blvd. Pump Station Project, Job No. 2008-
178.
7.4. Progress Payment No. 4 for the 2012 Waterline Replacement Project,
Phase II
Recommendation: That the Board of Directors approve Progress
Payment No. 4 in the net amount of $296,514.20 to TBU, Inc. for
construction of the 2012 Waterline Replacement Project, Phase II, Job No.
2011-20.
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7.6. Agreement with Yorba Linda Country Club
Recommendation: That the Board of Directors authorize approval and
execution of the "Agreement for Construction of Improvements and
Granting of Easements," between Yorba Linda Country Club and Yorba
Linda Water District.
7.7. First Amendment to OCTA Settlement Agreement
Recommendation: That the Board of Directors approve execution of the
First Amendment to Settlement Agreement and Mutual Release between
OCTA and YLWD for the Lakeview Grade Separation Project.
7.8. Unaudited Financial Statements for the Period Ending March 31, 2013
•
Recommendation: That the Board of Directors receive and file the
Unaudited Financial Statements for the Period Ending March 31, 2013.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
7.5. Declaration of Restrictive Covenants with Stanley and Faye Schneider
Mr. Conklin explained that staff just recently became aware that Stanley
Schneider had passed away and the subject property had been deeded to
his son, Robert Schneider. As such, the Declaration would need to be
revised to reflect the name of the new property owner. Execution of this
document has become necessary as Mr. Schneider is planning to replace
an existing fiberglass spa with a. concrete spa inside a dedicated sewer
easement. Mr. Kidman stated that he didn't think there was any legal
issue involved with changing the name on the Declaration. Director Kiley
stated that the Planning-Engineering-Operations Committee had reviewed
this matter;at its last meeting and recommended Board approval.
Director Kiley made a motion, seconded by Director, Hawkins, to authorize
the President and Secretary to execute the Declaration of Restrictive
Covenants with Robert Schneider. Motion carried 5-0.
8. ACTION CALENDAR
Item Nos. 8 1. through 8.4, were deferred to a future Board meeting.
8.1. Financial Reserves Policy for FY 2013/14
8.2. Appropriations Limit for FY 2013/14
8.3. Proposed Budgeted Positions for Fiscal Year 2013/14
8.4_ Proposed Budget for FY 2013/14
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8.5. Fats, Oils and Grease (FOG) Discharge Permit Fees
Mr. Conklin explained that the Board had passed a resolution in 2008
establishing FOG fees. Since that time, staff has implemented various
efficiencies resulting in a significant reduction in costs to administer the
program. As such, staff is recommending the elimination and reduction of
some fees. The Finance-Accounting Committee considered this matter at
its most recent meeting. President Melton recused himself from voting on
this matter.
Director Collett made a motion, seconded by Director Hawkins, to approve
Resolution No. 13-11 Adopting Fats, Oils and Grease Fees. Motion
carried 4-0 on a Roll Call vote.
8.6. MWDOC Smart Timer Agreement for FY 2013/15
Mr. Conklin explained that the District had the option to renew its
agreement for participation in a MWDOC sponsored Smart Timer rebate
program. MWDOC has requested that the Board consider approval of this
agreement prior to the end of the current fiscal year. The draft budget for
FY 2013/14 currently includes a total of $5,000 for participation in various
rebate programs offered by MWDOC. Staff is estimating that no more
than $2,500 will be needed each year based on historical financial data
and is recommending execution of the agreement assuming that the funds
are included in the final approved budget for the next fiscal year. Director
Hawkins asked for clarification that staff was requesting Board approval to
include the funding for this agreement in next year's budget subject to the
approval of next year's budget. Mr. Conklin concurred that this was what
staff was requesting.
Director Kiley made a motion, seconded by Director Collett, to execute the
renewal of MWDOC's SmartTimer Rebate Agreement for FY 2013/15.
Motion carried 5-0.
8.7. Request for Review of ISDOC Bylaw Amendments
• Mr. Conklin explained that ISDOC has requested each of its member
agencies to consider proposed amendments to the organization's bylaws.
Changes in state law and other factors have prompted their Executive
Committee to review and recommend revisions to ISDOC's bylaws since
they were last adopted in 2002. This matter was reviewed by the
Executive-Administrative-Organizational Committee who had no
comments and requested staff to present the request to the full Board for
consideration.
Director Collett made a motion, seconded by Director Hawkins, to approve
the proposed amendments to the ISDOC bylaws. Motion carried 5-0.
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9. DISCUSSION ITEMS
9.1. CA Department of Water Resources Bay Delta Conservation Plan Video
Presentation
President Melton explained that he had requested that this video be
provided to the Board as he thought that it was very informative. The
video was then viewed by the Board and audience. Following the video
presentation, Director Beverage suggested that it be shown to the Citizens
Advisory Committee.
10. REPORTS, INFORMATION ITEMS, AND COMMENTS
10.1. President's Report
President Melton did not have any comments at this time.
10.2. Directors'Report
Director Collett commented on the low snowpack levels he had observed
during a recent trip to the Oroville/Shasta area.
10.3. Acting General Manager's Report
Mr. Conklin reminded the Board of the two joint agency committee
meetings scheduled the following week, one with the City of Placentia and
the other with the City of Yorba Linda. Both meetings will be held at the
District's offices. He also reminded the Board of the District facilities tour
scheduled the same week.. Invitations to attend the tour have been
extended to officials and executive staff at both city agencies. Mr. Conklin
then reported on the status of the OCWD annexation process and stated
that he had attended 4 different meetings during the week at which the
matter was discussed The Environmental Impact Report is moving
forward, comment letters have been received, and the plan is to submit
responses by the end of July with the document being presented to the
OCWD Board for consideration in August. He noted that all 10 OCWD
Directors were present at the Water Issues Committee meeting held the
previous day and that it seemed that they would like to see the producers
come to an agreement in regards to this issue. Director Collett suggested
that it might be helpful to have District officials meet with other agency
officials to discuss YLWD's reasons for seeking annexation.
Mr. Conklin then asked Mr. DeCriscio to brief the Board regarding a few
repair projects being handled by the Operations department. Mr.
DeCriscio explained that the District's hydro-excavator was in need of
some significant emergency repairs at a cost of approximately $36K. In
accordance with the District's purchasing policy, staff would like to notify
the Board that monies will be transferred from the water emergency
reserve fund. in order to cover the cost. The equipment should be back in
service in about 3 weeks. Mr. DeCriscio further stated that in early June,
a resident had reported a water leak in the street on Alder Avenue. Staff
pressure tested the line and is currently working on identifying the location..
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of the leak. Mr. DeCriscio then responded to questions from the Board
regarding the size of the leak and the methods staff was utilizing to try and
locate the leak.
Mr. Conklin continued his report and stated that the pipeline work on
Richfield Road was about finished, work will begin on Hidden Hills Road
next week and work on the new pump station on Yorba Linda Blvd is
ahead of schedule. Several meetings and interviews related to the
Organizational & Efficiency Study were conducted the previous week.
Staff is involved with completing position description questionnaires which
will be provided to the consultant at the end of the month. Koff &
Associates will be back to conduct additional meetings on July 17-18,
2013. The new meter installation at the Placentia-Yorba Linda Hospital
will be completed shortly. The District's legal counsel has been working
with the hospital's legal counsel in regards to this matter.
10.4. General Counsel's Report
Mr. Kidman provided additional comments on the OCWD annexation
issue, the history of the City of Newport Beach's detachment and re-
annexation to OCWD, and the concerns surrounding the IRWD
annexation. He then stated that a Closed Session would be needed and
that Mr. Gagen was in attendance to provide a report to the Board
regarding pending litigation.
10.5. Future Agenda Items and Staff Tasks
None.
11. COMMITTEE REPORTS CONTINUED
11.1. Executive-Administrative-Organizational Committee
(Melton/Kiley)
• Minutes of the meeting held May 21, 2013 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held June 25, 2013 at 12:00 p.m.
11.2. Finance-Accounting Committee
(Hawkins/Melton)
• Minutes of the meeting held May 31, 2013 at 8:30 a.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held June 28, 2013 at 8:00 a.m.
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11.3. Personnel-Risk Management Committee
(Collett/Beverage)
• Minutes of the meeting held May 14, 2013 at 8:30 a.m. were
provided in the agenda packet.
• Minutes of the meeting held June 11, 2013 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held July 9, 2013 at 4:00 p.m.
11.4. Planning-Engineering-Operations Committee
(Kiley/Hawkins)
• Minutes of the meeting held June 6, 2013 at 3:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held July 8, 2013 at 4:00 p.m.
11.5. Public Affairs-Communications-Technology Committee
(Beverage/Collett)
• Minutes of the meeting held May 22, 2013 at 3:00 p.m. were
provided in the agenda packet.
• Minutes of the meeting held June 3, 2013 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held July 1, 2013 at 4:00 p.m.
11.6. Organizational and Efficiency Study Ad Hoc Committee
(Beverage/Hawkins)
• Meeting held June 5, 2013 at 3:00 p.m. Director Beverage noted
that the Committee had met with Koff & Associates to discuss their
concerns in relation to the study. The meeting scheduled June 18,
2013 at 2:00 p.m. will be conducted via conference call. The
consultant will be providing the committee with a list of proposed
comparator agencies. A face to face meeting has also been
scheduled for July 17, 2013 at 3:00 p.m. Once available, the first
draft of the study will be presented to the Board at a workshop
meeting.
• Next meeting scheduled to be held June 18, 2013 at 2:00 p.m.
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11.7. YLWD-City of Placentia Joint Agency Committee
(Melton/Hawkins)
• Next meeting is scheduled to be held June 17, 2013 at 9:30 a.m.
11.8. YLWD-City of Yorba Linda Joint Agency Committee
(Kiley/Beverage)
• Next meeting is scheduled to be held June 19, 2013 at 6:00 p.m.
11.9. YLWD-MWDOC-OCWD Joint Agency Committee
(Beverage/Melton)
• Minutes of the meeting held May 28, 2013 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held July 23, 2013 at 4:00 p.m.
12. INTERGOVERNMENTAL MEETINGS
12.1. YL City Council/Planning Commission — May 28, 2013 (Kiley)
Director Kiley attended and commented on 2 presentations provided
during meeting regarding the California Main Street Program and the
Town Center Site Plan. Councilmember Hernandez responded to
questions from the Board related to the signage and proper name for the
Town Center/Yorba Linda Commons.
12.2. YL Planning Commission — May 29, 2013 (Hawkins)
Director Hawkins attended and noted that the majority of the discussion
during the meeting centered on the Historic Preservation Ordinance.
12.3. ISDOC — May 30, 2013 (Hawkins/Kiley)
Directors Hawkins and Kiley attended and mentioned that the featured
speaker, Nick Berardino, General Manager of the OC Employees
Association, was very entertaining.
12.4. YL City Council — June 4, 2013 (Kiley)
Director Kiley attended and reported that the bulk of the meeting focused
on the draft budget.
12.5. MWDOC/MWD Workshop — June 5, 2013 (Melton/Staff)
Director Melton attended and commented on MWDOC's water sales and
lowered expenses which were discussed during the meeting.
12.6. OCWD Board — June 5, 2013 (Kiley)
Director Kiley attended but did not have any District related business to
report.
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12.7. WACO — June 7, 2013 (Hawkins/Kiley)
Directors Hawkins and Kiley attended and commented on 2 different
presentations provided during the meeting. One focused on Southern
California Edison's preparations for the upcoming summer and the other
was concerning the Diemer Treatment Plant. Director Kiley suggested
that staff contact MWDOC to see if they would be willing to provide their
presentation regarding the Diemer Plant to the Citizens Advisory
Committee.
12.8. YL Planning Commission — June 12, 2013 (Melton)
Director Melton attended and mentioned that an interesting presentation
was provided by Brandywine Homes regarding a residential development
on Richfield Road and Yorba Linda Blvd. A public hearing regarding an
amendment to the Housing Element of the General Plan was also held
during the meeting.
13. BOARD OF DIRECTORS ACTIVITY CALENDAR
13.1. Meetings from June 14, 2013 — July 31, 2013
The Board reviewed the activity calendar and made no changes.
14. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
14.1. Interview Sessions with Koff & Associates for Organizational & Efficiency
Study— June 4-5 & 10, 2013
(Ratify Director attendance.)
OCWD 80th Anniversary Reception — June 21, 2013
UWI Annual Conference —August 14-16, 2013
Directors Collett and Kiley expressed an interest in attending the OCWD
reception. Director Kiley also expressed in interest in attending the UWI
Conference.
Director Hawkins made a motion, seconded by Director Collett, to ratify
and authorize Director attendance at the above listed events. Motion
carried 5-0.
15. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:53 a.m. All Directors were
present. Also present were Mrs. Knight and Messrs. Conklin, Kidman, and
Gagen.
15.1. Conference with Legal Counsel — Pending Litigation
Pursuant to Subdivision (a) of Section 54956.9 of the California
Government Code
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Name of Case: ACWA/JPIA, et al vs. Insurance Company of the
State of Pennsylvania, et al (OCSC — Case No.
00486884)
15.2. Conference with Legal Counsel —Anticipated Litigation
Significant Exposure to Litigation Pursuant to Paragraph (2) of Subdivision
(d) of Section 54956.9 of the California Government Code
Related to Line Break at 1301 North Rose Drive, Placentia CA 92870.
Number of Potential Cases: One
15.3. Conference with Legal Counsel —Anticipated Litigation
Significant Exposure to Litigation Pursuant to Paragraph (2) of Subdivision
(d) of Section 54956.9 of the California Government Code
Related to written communications from potential plaintiffs threatening
litigation.
Number of Potential Cases: One
The Board reconvened in Open Session at 11:00 a.m. President Melton announced
that no action was taken during Closed Session that was required to be reported under
the Brown Act.
16. ADJOURNMENT
16.1. The meeting was adjourned at 11:01 a.m. A Board of Directors Workshop
Meeting to conduct a tour of District facilities has been scheduled for
Thursday, June 20, 2013 at 8:00 a.m. The next Regular Board of
Directors Meeting will be held Thursday, June 27, 2013 at 8:30 a.m.
Steven R. Conklin
Board Secretary
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