HomeMy WebLinkAbout2004-11-23 - Board of Directors Meeting Minutes2004-161
Miinutes of the
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS ADJOURNED REGULAR MEETING
November 23, 2004,8:30 A.M.
The November 23, 2004 adjourned regular meeting of the Yorba Linda Water District
Board of Directors was called to order by President William Mills at 8:30 a.m. The
meeting was held at District Headquarters, 4622 Plumosa Drive, Yorba Linda.
DIRECTORS PRESENT AT ROLL CALL
William R. Mills Jr., President
Michael J. Beveraae, Vice President
Paul R- Armstrong
Arthur C. Korn
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Brett Barbre, ivWWDOC President
Roger Yoh, OCWD Director-elect
Ric Collett, YLWD Board Member elect
Heather Baez, Supervisor Campbell's office
STAFF PRESENT
Michael Payne, General Manager
Arthur G. Kidman. District General Counsel
Beverly Meza; Business Manager
Michael Robinson, Assistant Administrator
LeV Cory, OperatlollJ Manager
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Stacy Bavoi, Customer Service Supervisor
Carlos Coiiazo, Maintenance Worker li
Charles Gray, Senior Project Engineer
Jeff McDonald, Maintenance Leadworker
INTRODUCTION OF VISITORS AND PUBLIC COMMENTS
President Mills introduced Roger Yoh, OCWD Director-elect, Division 3 and
congratulated him on his election.
SPECIAL RECOGNITION
Business Manager Beveriy Meza introduced Iced Stacy Bavol, Customer Service Si perbicnr
who was rr-nnnni7erl fnr fiarp vparc cervinp to thtz [nictrint
General Manager Payne introd-used Charles Gray, Senior Project Engineer, who was
recognized for fifteen years service to the District.
Operations Manager Lee Cory introduced Jeff McDonald, Maintenance Leadworker,
who was recognized for twenty years service to the District.
Operations Manager Lee Cory introduced Carlos Collazo, Maintenance Worker -14, who
was recognized for five years service to the District.
President William Mills presented a proclamation to Director Arthur C. Korn recognizing
him for his years of dedication and service. President Mills also presented a
commendation from the City of Yorba Linda City Council. Heather Baez, Supervisor
Tom Campbell's office, presented a proclamation to Director Kom. Brett -Barbre,
MWDOC President, presented a proclamation from Municipal Water District of Orange
County. General Manager Payne presented an inscribed, faceted glass design
recognizing Director Korn for his years of service to the District-
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A recess was declared at 8:49 a.m. Heather Baez, Roger Yoh, Brett Barbre, Stacy
Bavol, Carlos Collazo and Jeff McDonald left the meeting. The meeting reconvened at
9:02 a.m. with all members of the Board of Directors present.
CONSENT CALENDAR (Items 1 through 3)
A request was made by Vice President Beverage to remove item 3 from the Consent
Calendar due to a conflict of interest involving a source of income to him.
On a motion by Director Summerfield, seconded by Director Armstrong, the Board of
Directors voted 5-0 to approve Consent Calendar items 1 and 2.
Minutes of the Adjourned Regular Board of Directors meeting held November 9,
2004.
Recommendation: Approve minutes.
2. Payment of bills, refunds, and wire transfers.
Recommendation: Ratify and authorize disbursements in the amount of
$1,211,046.19.
ACTION CALENDAR
3. Quarter Horse Reservoir Expansion
On a motion by Director Armstrong, seconded by Director Summerfield, the Board
of Directors voted 4-0-1, with Vice Beverage abstaining to approve Progress
Payment No. 12 in the amount of $120,663.81 to Schuler Engineering Corporation
for construction of the Quarter Horse Reservoir Expansion, Job No. 200316.
4. Financial Statements for two months of fiscal year 2004-2005 ending August 31,
2004. Beverly Meza presented the report.
On a motion by Vice President Beverage, seconded by Director Armstrong, the
Board of Directors voted 5-0 to receive and file the financial statements for two
months of fiscal year 2004-2005 ending August 31, 2004.
5. Appropriations Limit for Fiscal Year 2004-05. Beverly Meza, Business Manager,
presented the report.
On a motion by Director Korn, seconded by Director Armstrong, the Board of
Directors on a Roll Call vote, with President Mills, Vice President Beverage, and
Directors Armstrong, Korn and Summerfield voting Yes, adopted Resolution 04-06
adopting the District's appropriations limit for fiscal year 2004-2005.
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2004-163
6. Consultant. Agreement with Moreland & Associates. Beverly Meza, Business
Manager, presented the report. A questions was asked about the advantages and
disadvantages of hiring new auditors. A new pair of eyes is a plus. Retraining the
new auditors is a minus. A comment was made that the selection of the new
auditing firm is of critical importance.
On a motion by Director Korn, seconded by Director Armstrong, the Board of
Directors voted 5-0 to approve an agreement with Moreland & Associates for
Auditing Services for the period of July 1, 2004 thru June 30, 2005.
7. . Siesta Lane Sewer Improvements. Chuck Gray, Senior Project Engineer,
presented the report.
On a motion by Vice President Beverage, seconded by Director Summerfield, the
Board of Directors voted 5-0 to approve Change Order No. 1 and the Final
Progress Payment in the net amount of $48,264.30, to Vasilj, Inc.; authorize staff
to file a Notice of Completion; release the Labor and Material Bond and payment of
the 10 percent retention, 35 days after the Notice of Completion has been recorded
if no lines have been filed; and release the Faithful Performance Bond in one year
if no defects have been found for the Siesta Lane Sewer Improvements, Job No.
200317.
DISCUSSION CALENDAR
8. Water rate projections for 2005 and the loss of ad valorem property tax revenues.
General Manager Payne presented a handout to the members of the Board and
gave an outline of the background of this item.
The Board of Directors reviewed the proposed water rate. projections and
discussed the impact of the loss of $793,014 in ad valorem property tax from the
State of California in fiscal years 2004-05 and 2005-06. The discussion also
included the notice of intent approved by the Orange County Water District to pass
through their loss of ad valorem property tax revenues in the amount of $7.5 million
dollars to the groundwater producers in fiscal years 2004-05 and 2005-06.
There was discussion of the terms "surcharge" and "pass through". Reserves,
annexations, property tax loss, sinking fund, and the YLWD Waterlines messages
were also discussed. This item will be brought back to the Board on the agenda
for December 9 as an Action Item.
REPORTS, INFORMATION ITEMS AND COMMENTS
9. a. President's Report
Director Armstrong moved and Director Summerfield seconded, with the Board
of Directors voting 5-0 to authorize General Manager Payne to represent the
District at JPIA's Fall Conference.
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2004-164
b. Directors Reports
Director Summerfield commented that Director Art Korn has taught him a lot,
and he appreciated the help. Director Korn responded that Board members
and staff should feel free to call him so he can give background information
when needed.
c. General Manager's Report.
General Manager Payne handed out a copy of the latest version of the
administration building plans on Mira Loma Avenue. The building is now less
than 20,000 sq. ft. He plans to bring this item back on the agenda of December
9 as a discussion item.
d. General Counsel's Report
General Counsel Kidman reported there had been a decision by the California
Supreme Court in a case, Stockett v. ACWA. A $4.5 million judgment against
JPIA was reinstated.
COMMITTEE REPORTS
10. a. Executive-Administrative-Organizational Committee (Mills/Beverage)
The minutes of the meeting held November 12 were in the agenda. President
Mills reported the committee discussed the reorganization of the Board,
committee assignments, and an increase in Board compensation, which the
committee did not recommend.
Meeting scheduled for December 21, 4:00 p.m.
b. Finance-Accounting Committee (Korn/Summerfield)
The minutes of the meeting held November 16 were in the agenda. Director
Korn reported both items discussed at the meeting, auditors and water rates,
were discussed at today's meeting.
Meeting scheduled for December 14, 4:00 p.m.
c. Personnel-Risk Management Committee (Summerfield/Mills)
The minutes of the meeting held November 11 were in the agenda. Director
Summerfield reported the committee discussed a human resources consultant
to update job descriptions and the status of recruitments.
Meeting scheduled for December 13, 4:00 p.m.
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2004-165
d. Planning-Engineering-Operations Committee (Beverage/Armstrong)
The minutes of the meeting held November 10 were in the agenda. Vice
President Beverage reported that he removed himself from discussion of item
4, Land Appraisal for Fairmont Reservoir Parcel. The committee looked at the
exchange of property and appraisals with respect to item 3, the Bastanchury
Property Exchange and Lennar Development Phasing Agreements. Staff will
meet with Lennar.
Meeting scheduled for December 8, 2004.
e. Public Information Committee (Armstrong/Korn)
The minutes of the meeting held November 12 were in the agenda.
Director Armstrong reported the committee discussed future issues of the
newsletter and Waterlines and what their composition should be. There was
discussion about what will transpire if the upcoming year is dry, and General
Manager Payne reported on the District's participation in Heritage and Fiesta
Days.
Meeting scheduled for December 7, 4:00 p.m.
Building Ad Hoc Committee (Beverage/Summerfield)
The minutes of the meeting held November 18 were in the agenda. Vice
President Beverage reported 5,000 sq.ft. were trimmed from the administration
building. The plan distributed at the Board meeting is the result. Potential
future expansion is indicated. The exterior must still be determined. A question
about the mechanical plant was posed. General Manager Payne asked this
question be brought up at the next Board meeting.
g. MWDOC Ad Hoc Committee (Mills/Korn)
Minutes of meeting held November 22 will appear in the Board agenda for
December 9, 2004. President Mills reported the committee discussed melded
rate implementation, the search process for a new CEO at Met and board
reorganization, two tier minimization program and Prop 50 funding.
Meeting scheduled for January 24, 4:00 p.m.
h. OCWD Ad Hoc Committee (Mills/Beverage)
The minutes of the meeting held November 15 were in the agenda. Vice
President Beverage reported. Item 1, MTBE Plume, was continued to the next
committee meeting. The information for Item 2, Richfield Plant Modeling of
Groundwater basin, will be coming to the next committee meeting. Basin
Production Percentage Projections were discussed. OCWD rejected the
change in the MOU language. OCWD General Manager Grebbien stated
OCWD never accepts changes in language.
Meeting scheduled for January 17, 4:00 p.m.
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2004-166
INTERGOVERNMENTAL MEETINGS
11. a. Yorba Linda Planning Commission, November 10.
No one attended.
b. Yorba Linda City Council, November 16.
Director Armstrong attended. The city paid for an opinion survey. There were
60 questions asked of 400 residents. Some of the items would be of interest to
the District, and he suggests the District get a copy of the report. The item of
highest interest was a high school. Most residents were unaware of the
downtown redevelopment.
The city fathers agreed to the potential of the YMCA using a portion of the East
Side Community Park for building a YMCA building.
c. OCWD Board, November 17, 5:00 p.m. (Staff)
General Manager Payne attended. The MOU was on the agenda. It was
unanimously not approved because of the language in it. This item will be
covered in closed session.
BOARD OF DIRECTORS ACTIVITY CALENDAR
Authorization to attend meetings scheduled after November 23, 2004. Agenda is available in the District
office prior to meeting.
December
MWDOC/Met Jt. Workshop, December 1, 8:30 a.m.
Staff
OCWD Board, December 1, 5:00 p.m.
WACO, December 2, 7:30 am
ISDOC Board, December 7, 7:30 a.m.
Public Information Committee, December 7, 4:00 p.m.
TBD
Yorba Linda City Council, December 7, 6:30 p.m.
Summerfield
Planning-Engineering-Operations, December 8, 4:00 p.m.
TBD
Personnel-Risk Management Committee, December 13, 4:00 p.m.
TBD
Finance-Accounting Committee, December 14, 4:00 p.m.
TBD
MWDOC Board, December 15, 8:30 a.m.
Staff
OCWD Board, December 15, 5:00 p.m.
Staff
Yorba Linda Planning Commission, December 15, 6:30 pm
TBD
Executive-Administrative-Organizational Com. December 21, 4:00 p.m.
TBD
Yorba Linda City Council, December 21, 6:30 p.m.
Armstrong
ISDOC Membership, December 30,11:30 a.m.
A recess was called at 10:39 a.m. At 10:45 a.m., the Board of Directors went into
Closed Session. All Directors were present. Also present were General Manager
Payne and General Counsel Kidman.
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ADJOURN TO CLOSED SESSION
12. The Board may hold a closed session on items related to personnel, labor relations
and/or litigation. The public is excused during these discussions.
a. Conference with Legal Counsel regarding existing litigation to which the District
is a party. (Justification for Closed Session is Government Code Section
54956.9(a)) Orange County Water District vs. Yorba Linda Water District.
b. Conference with Legal Counsel regarding existing litigation to which the District
is a party (Justification for Closed Session is Subsection (a) of Section
54956.9), Superior Court of California, County of Orange, Central Justice
Center, Case No. 11919 Gateway Pacific Contractors, Inc.
c. Conference with Legal Counsel regarding pending litigation. Justification for
Closed Session is Government Code Section 54956.9 - one case.
RECONVENE IN OPEN SESSION
The Board of Directors reconvened in Open Session at 11:15 a.m.
CLOSED SESSION REPORT
There was no Closed Session report.
ADJOURNMENT
At 11:16 a.m., on a motion by Director Korn, seconded
Board of Directors voted 5-0 to adjourn to an adjourned
scheduled for Thursday, December 9, 2004 at 8:30 a.m.,
4622 Plumosa Drive.
L-:: --A C - - D"-~
Michael A. Payne
Secretary/General Manager
by Director Armstrong, the
regular meeting of the Board
at the District Headquarters,
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2004-168