HomeMy WebLinkAbout2014-06-12 - Board of Directors Meeting Minutes 2014-107
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, June 12, 2014, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The June 12, 2014 Regular Meeting of the Yorba Linda Water District Board of
Directors was called to order by President Kiley 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 Kiley led the pledge.
3. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Robert R. Kiley, President Steve Conklin, Acting General Manager
Ric Collett, Vice President John DeCriscio, Operations Manager
Michael J. Beverage Gina Knight, Human Resources / Risk Manager
Phil Hawkins Delia Lugo, Finance Manager
Gary T. Melton Art Vega, Acting IT Manager
Annie Alexander, Executive Secretary
Cindy Botts, Management Analyst
Bryan Hong, Associate Engineer
Damon Micalizzi, Public Information Officer
Alex Thomas, Water Quality Engineer
ALSO PRESENT
Tom Lindsey, Councilmember, City of Yorba Linda
Art Kidman, Partner, Kidman Law LLP
Eddy Beltran, Partner, Kidman Law LLP
4. ADDITIONS/DELETIONS TO THE AGENDA
Mr. Conklin requested that Item No. 7.9. be removed from the Consent Calendar
for separate action.
5. PUBLIC COMMENTS
None.
1
2014-108
6. SPECIAL RECOGNITION
6.1. Introduction of Recently Hired Employees
• Alex Thomas, Water Quality Engineer
• Bryan Hong, Associate Engineer
Mr. Conklin introduced Mr. Thomas and Mr. Hong and provided the Board
with an overview of their background and work experience. The Board
welcomed Mr. Thomas and Mr. Hong to the District.
Mr. Thomas and Mr. Hong left the meeting at this time.
7. CONSENT CALENDAR
Director Beverage made a motion, seconded by Director Collett, to approve the
Consent Calendar. Motion carried 5-0.
7.1. Minutes of the Board of Directors Regular Meeting held May 22, 2014
Recommendation: That the Board of Directors approve the minutes as
presented.
7.2. Minutes of the Board of Directors Special Meeting held May 30, 2014
Recommendation: That the Board of Directors approve the minutes as
presented.
7.3. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$719,107.81.
7.4. Unaudited Financial Statements for the Period Ending March 31, 2014
Recommendation: That the Board of Directors receive and file the
Unaudited Financial Statements for the Period Ending March 31, 2014.
7.5. Progress Payment No. 2 for Well 21 Drilling Contract
Recommendation: That the Board of Directors approve Progress
Payment No. 2 in the net amount of$366,903.30 to Bakersfield Well and
Pump, Co. for Drilling of Well No. 21, Job No. 2009-22.
2
2014-109
7.6. No-Cost Change Order No. 1 for Well 21 Drilling Contract
Recommendation: That the Board of Directors approve Change Order
No. 1 in the amount of $0.00 and 70 additional calendar days to
Bakersfield Well and Pump Co., for construction of the Well 21 Drilling
Project, Job No. 2009-22.
7.7. Construction Contract for the YLHS Park Pipeline Relocation Project
Recommendation: That the Board of Directors award the Construction
Contract for the YLHS Park Pipeline Relocation Project to Vido
Samarzich, Inc. for$345,780, Job No. 2012-13.
7.8. Awarding of Uniform-Supply Contract
Recommendation: That the Board of Directors authorize the Acting
General Manager to enter into a Uniform Supplier Contract with Aramark.
The term of the contract will be 36 months with service starting on July 1,
2014 and ending on June 30, 2017, with a total estimated contract cost of
$30,000.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
7.9. Renewal of Janitorial Contract
Mr. DeCriscio stated that staff had discovered a calculation error in the
agenda report that was included in the agenda packet. A revised report
was distributed at the meeting. He explained that the cost to renew the
contract would be $4,911.48 per month with an estimated annual cost of
$58,937.76. This amount is lower than what was previously listed.
Director Collett made a motion, seconded by Director Hawkins, to
authorize the Acting General Manager to renew the Janitorial Service
Contract with SC Primesource, Inc. The term of the contract would be 12
months with service starting on July 1, 2014 and ending on June 30, 2015,
with a total estimated 12-month contract cost of $58,937.76. Motion
carried 5-0.
8. ACTION CALENDAR
8.1. Appropriations Limit for FY 2014/15
Mrs. Lugo explained that the District is required to adopt an Appropriations
Limit and factors used to calculate this number on an annual basis. This
limit assures that government agencies do not assess and collect taxes in
excess of controlled limits. The District's property tax revenue of
$1,283,642, budgeted for FY 2014/15 is substantially lower than the
calculated limit of $6,025,347. Therefore, there are no excess
appropriations that must be returned to the taxpayers.
3
2014-110
Director Hawkins made a motion, seconded by Director Melton, to
approve Resolution No. 14-03 Adopting the Appropriations Limit for Fiscal
Year 2014/15. Motion carried 5-0 on a Roll Call vote.
8.2. Proposed Budgeted Positions for Fiscal Year 2014/2015
Mrs. Knight explained that subsequent to the agenda being posted, staff
had made a revision to Exhibit A in regards to the position of Safety and
Training Coordinator. The range for this position is being proposed at 27
with the new title of Safety and Training Analyst. A revised copy of Exhibit
A was distributed at the meeting. Mrs. Knight then responded to
questions from the Board regarding the purpose of this change and the
duties of the position.
Director Melton made a motion, seconded by Director Hawkins, to
approve Resolution No. 14-04 Approving the Budgeted Positions for Fiscal
Year 2014/2015 and Rescinding Resolution No. 13-18. Motion carried 5-0
on a Roll Call vote.
8.3. Adopting a Public Investment Policy
Mrs. Lugo explained that the District is required to review and adopt an
investment policy on an annual basis. Staff has recommended no
changes from the policy.
Director Collett made a motion, seconded by Director Hawkins, to approve
Resolution No. 14-05 Setting a Forth a Public Funds Investment Policy
and Rescinding Resolution No. 13-06. Motion carried 5-0 on a Roll Call
vote.
8.4. Financial Reserves Policy for FY 2014/15
Mrs. Lugo explained that the District is required to review its reserves
policy on an annual basis. Staff has recommended only minor changes
related to the account balances in the Employee Liabilities Reserve.
Director Melton made a motion, seconded by Director Hawkins, to
approve Resolution No. 14-06 Adopting the Financial Reserves Policy and
Rescinding Resolution No. 13-07. Motion carried 5-0 on a Roll Call vote.
8.5. FY 2014/15 Water Rate Increase
Mr. Conklin explained that in June 2012, the Board held a meeting in
accordance with Proposition 218 requirements to consider a 3-year rate
increase. The Board elected to approve the proposed 3-year rate
increase and move forward with a 1.5% rate increase for Fiscal Year
2012/13 at that time. A second rate increase of 2.5% for Fiscal Year
2013/14 was then considered and approved by the Board in June 2013.
4
2014-111
During the most recent budget preparation process, it became evident to
staff that a third rate increase of 2.5% for Fiscal Year 2014/15 would still
be necessary. Mr. Conklin then responded to questions from the Board in
regards to the proposed rate increase.
Director Collett made a motion, seconded by Director Beverage, to
approve Resolution No. 14-07 Setting Water Rates Effective July 1, 2014
and Rescinding Resolution No. 13-13. Motion carried 5-0 on a Roll Call
vote.
8.6. Proposed Budget for FY 2014/15
Mr. Conklin explained that staff had incorporated comments received from
the Board in the most recent draft of the proposed budget. He thanked
staff for their collaborative efforts in putting this document together. The
Board also thanked staff and commended them for their significant efforts.
Director Hawkins made a motion, seconded by Director Beverage, to
approve Resolution No. 14-08 Adopting the Budget for Fiscal Year
2014/15 and Rescinding Resolution No. 13-10. Motion carried 5-0 on a
Roll Call vote.
9. REPORTS, INFORMATION ITEMS AND COMMENTS
9.1. President's Report
• OCSD 60th Anniversary Video Presentation
President Kiley presented a video issued by OCSD regarding its
60th anniversary celebration to the Board.
9.2. Directors' Reports
None.
9.3. Acting General Manager's Report
Mr. Conklin reported on the status of various construction projects in
progress including the Yorba Linda Booster Station and Well 21. He
explained that in order for the District to get the full benefit of the
combined flow from Wells 20 and 21 a second parallel pipeline will need to
be constructed in Richfield Rd. Funding for this pipeline was included in
the FY 2014/15 budget and staff plans to design this pipeline at the same
time the wellhead facilities for Well 21 are to be designed. Mr. Conklin
further reported that with the wrap up of the budget, staff will turn their
attentions to updating the District's policies. Following brief discussion, it
was determined that a Board workshop would be held July 31, 2014 at
8:00 a.m. to discuss this project. The District's financial model and future
planning will also be discussed.
5
2014-112
Mr. DeCriscio reported that there had been a small brush fire behind
MWD's Diemer Water Filtration Plant that was handled by the Brea Fire
Department. Staff made appropriate preparations in regards to water
storage during this event. In addition, Well 1 is down due to extensive
damage. Repairs should be complete mid-July.
9.4. General Counsel's Report
Mr. Kidman commented on his most recent report regarding legislative
activities including the status of the water bond and groundwater
management. He also commented on a public records request submitted
to the District requesting employees' names and salaries. Legal counsel
will be working with staff on a response.
9.5. Future Agenda Items and Staff Tasks
None.
10. COMMITTEE REPORTS
10.1. Executive-Administrative-Organizational Committee
(Kiley / Collett)
• Minutes of the meeting held June 9, 2014 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held July 14, 2014 at 4:00 p.m.
10.2. Finance-Accounting Committee
(Hawkins / Beverage)
• Minutes of the meeting held May 20, 2014 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held June 23, 2014 at 4:00 p.m.
10.3. Personnel-Risk Management Committee
(Hawkins / Melton)
• Minutes of the meeting held June 10, 2014 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held July 8, 2014 at 4:00 p.m.
6
2014-113
10.4. Planning-Engineering-Operations Committee
(Melton / Beverage)
• Minutes of the meeting held June 5, 2014 at 10:00 a.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held July 3, 2014 at 4:00 p.m.
10.5. Public Affairs-Communications-Technology Committee
(Collett / Kiley)
• Minutes of the meeting held May 14, 2014 at 4:00 p.m. were
provided in the agenda packet.
• Minutes of the meeting held June 11, 2014 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held July 7, 2014 at 4:00 p.m.
10.6. Organizational Performance Review Ad Hoc Committee
(Beverage / Hawkins)
• Next meeting is yet to be scheduled.
Director Beverage mentioned that Koff & Associates had submitted
another draft report for which a committee meeting would need to
be scheduled to discuss. Directors Beverage and Hawkins will
work together to set a date and time. (This meeting was
subsequently scheduled for June 17, 2014 at 4:00 p.m.)
10.7. YLWD-City of Placentia Joint Agency Committee
(Beverage / Melton)
• Minutes of the meeting held May 12, 2014 at 10:00 a.m. will be
provided at the next regular Board meeting.
• Next meeting is yet to be scheduled.
10.8. YLWD-City of Yorba Linda Joint Agency Committee
(Kiley / Collett)
• Minutes of the meeting held April 22, 2014 at 5:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held June 24, 2014 at 5:00 p.m.
7
2014-114
10.9. YLWD-MWDOC-OCWD Joint Agency Committee
(Kiley / Beverage)
• Minutes of the meeting held May 27, 2014 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held July 22, 2014 at 4:00 p.m.
11. INTERGOVERNMENTAL MEETINGS
11.1. YL Planning Commission - May 28, 2014 (Melton)
Director Melton attended and noted that it was a very short meeting.
11.2. OCSD - May 28, 2014 (Kiley)
Director Kiley attended and commented on certificates of commendation
and a safety award that were presented during the meeting. He also
noted that Tom Beamish and John Nielsen had been elected as Board
Chair and Vice Chair respectively.
11.3. ISDOC - May 29, 2014 (Hawkins)
Director Hawkins attended and commented on a presentation regarding
campaign contributions which was provided by the guest speaker, Dan
Schnur, a candidate for California Secretary of State.
11.4. YL City Council - June 3, 2014 (Kiley)
Director Kiley attended and commented on certificates of recognition to
Medal of Merit recipients which were presented during the meeting. A
presentation regarding the status of law enforcement services was also
provided.
11.5. MWDOC Board - June 4, 2014 (Melton)
Director Melton attended and commented on the status of drought
conditions in northern California.
11.6. OCWD Board - June 4, 2014 (Kiley)
Director Kiley attended and noted that the OCWD Board had voted 7-1 to
defer consideration of the agreements for financial analysis of Poseidon's
proposed Ocean Desalination Project in Huntington Beach. OC Grand
Jury's report regarding desalination was also discussed.
11.7. YL LMCAC - June 5, 2014
Director Beverage attended and noted that the majority of the meeting
consisted of a discussion regarding Willdan's Annual Engineer's Report
for 2014/15.
8
2014-115
11.8. WACO - June 6, 2014 (Kiley/Hawkins)
Director Kiley attended and commented on a presentation regarding the
status of the Bay Delta Conservation Plan which was provided during the
meeting.
11.9. YL Planning Commission - June 11 , 2014 (Beverage)
Director Beverage attended and commented on several conditional use
permits which were considered during the meeting. He noted that a
request to amend the City's parking regulations for multi-family residential
developments was also discussed.
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from June 13, 2014 — July 31 , 2014
The Board reviewed the activity calendar and made no additional
changes.
13. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
13.1. MWDOC Water Policy Forum & Dinner— July 30, 2014
Directors Collett, Hawkins, Kiley and Melton expressed a desire to attend
this event.
Director Hawkins made a motion, seconded by Director Collett, to
authorize Director attendance at this event if desired. Motion carried 5-0.
14. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:40 a.m. All Directors were
present. Also present were Mrs. Knight and Messrs. Conklin, Kidman, and
Beltran.
14.1. Conference with Real Property Negotiators
Pursuant to Section 54956.8 of the California Government Code
Property: 4622 Plumosa Drive, Yorba Linda CA
Agency Negotiators: Steve Conklin
Negotiating Parties: To Be Determined
Under Negotiation: Price and Terms of Payment
9
2014-116
14.2. 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
14.3. 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 potential claim submitted on behalf of Charles Busch.
Number of Potential Cases: One
14.4. 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 potential claim submitted on behalf of Christopher and Milany
Pineda.
Number of Potential Cases: One
14.5. 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 communication received by the District.
Number of Potential Cases: One
14.6. 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
Number of Potential Cases: One
Mr. Conklin left the Closed Session prior to discussion of Item No. 14.7.
14.7. Public Employment (Recruitment)
Pursuant to Section 54957 of the California Government Code
Title: General Manager
10
2014-117
The Board reconvened in Open Session at 10:40 a.m. President Kiley reported
that no action was taken during Closed Session that was required to be reported
under the Brown Act.
15. ADJOURNMENT
15.1. The meeting was adjourned at 10:41 a.m. The next Regular Board of
Directors Meeting will be held Thursday, June 26, 2014 at 8:30 a.m.
Steven R. Conklin
Board Secretary
11