HomeMy WebLinkAbout2003-06-26 - Board of Directors Meeting Minutes2003-?9
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS MEETING
June 26, 2003
8:30 A.M.
The June 26, 2003 regular meeting of the Yorba Linda Water District Board of Directors was
called to order by President John W. Summerfield at 8:30 a.m. The meeting was held at District
Headquarters, 4622 Plumosa Drive, Yorba Linda.
Directors Present at Roll Call
John W. Summerfield, President
Paul R. Armstrong
Michael J. Beverage
Arthur C. Korn
Directors Absent at Roll Call
William R. Mills, Vice President
Staff Present:
William J. Robertson, General Manager
Arthur G. Kidman, District General Counsel
Lee Cory, Operations Manager
Beverly Meza, Business Manager
Michael Payne, Assistant General Manager
Michael Robinson, Assistant Administrator
Ken Vecchiarelli, Engineering Manager
Amelia Cloonan, Secretary
Vince Blundo, Maintenance Supervisor
Visitors present: Brett Barbre, MWDOC Director
SPECIAL RECOGNITION
1. William J. Robertson, General Manager, recognized Vince Blundo, Maintenance
Supervisor, on his anniversary date for 30 years of service to the Yorba Linda Water
District and presented him with a service pin.
Brett Barbre, MWDOC Director, reported the Conjunctive Use Agreement for the Basin was
signed June 25. He set forth what Metropolitan Water District proposed as a unique solution to
the Colorado River problem. MWDOC did not vote to increase the rate on water by 50 cents.
DISCUSSION CALENDAR
11. Status Report on the Orange County Investment Pool. Brett Barbre, MWDOC Director,
reported. He gave a brief overview and an outline of investment information available
now, as opposed to what was available before the bankruptcy. Mr. Barbre covered: what
is prohibited to purchase now, the Investment Committee, the composition of the Treasury
Oversight Committee, the Treasurer's Advisory Committee, Merrill Lynch. There was a
question about the process the District needs to follow to participate in the pool. The Board
of Directors needs to adopt a resolution, which would then be presented to the County
Board of Supervisors. The Board of Supervisors would approve the District's entry into
the pool, and the County and District then approve an agreement.
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William J. Robertson, General Manager, stated the District's LAIF accounts are down to
less than $100,000. At the Board Meeting of July 10, a resolution and agreement will be
presented to the Board for consideration. Brett Barbre stated John Moorlach, County Tax
Assessor, is available to attend the Board Meeting on July 10, if necessary.
This item was for information purposes only. No Board action was taken at this time.
Brett Barbre left the meeting at 9:13 a.m.
CONSENT CALENDAR
Consent Calendar items 2, 5 and 6 were pulled for comment.
On a motion by Director Armstrong, seconded by Director Beverage, the Board of Directors
voted 4-0 to approve Consent Calendar items 3 and 4.
3. Authorize directors to leave the State of California prior to next meeting.
4. Approve disbursements of $730,269.41.
ACTION CALENDAR
2. Approve minutes of regular meeting June 12, 2003. With respect to Item 9 of the minutes,
the term "Temporary Water Capacity Lease Agreement" should be replaced with the words
"Temporary Water Capacity Agreement".
5. Approve District participation in the amount of $4,544.40 for the second phase of the Fats,
Oils and Grease (FOG) Control Technologies Study administered by the Orange County
Sanitation District (OCSD). With respect to the Agenda Report for this item, paragraph
one under ANALYSIS, the date on the first line should read "October 24, 2002".
6. Approve Progress Payment No. 3 in the net amount of $23,847.88, and Change Order No.
4, a zero cost change order with a 41-day time extension to SS Mechanical Corporation for
construction of the Fairmont and Bastanchury Booster Station Engine Replacements, Job
No.'s 9805 and 0118. With respect to the Agenda Report for this item, the NOTICE TO
PROCEED date on the Progress Pay Report should read "October 2, 2002".
On a motion by Director Armstrong, seconded by Director Beverage, the Board of Directors
voted 4-0 to approve Consent Calendar Items 2, 5 and 6 as amended.
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7. Consider Memorandum of Understanding with the Yorba Linda Water District Employees
Association and the Employee Compensation Letter with the Management, Supervisory
and Confidential Employees (MSC) for the period July 1, 2003 through June 30, 2005.
Michael Payne, Assistant General Manager, presented the report. Mr. Payne went over:
new positions, changes in positions, promotional opportunities, salary range adjustment,
positions that may be filled, positions contingent on board approval, positions contingent
on reaching agreement with the City of Yorba Linda and the City of Placentia, and
reorganizations. Mr. Payne noted an error in the resolution attachment BI and B2
pertaining to temporary employees, wherein the formula was not correct. Respecting the
MSC Group, the same detail points approved by the Board of Directors with the Bargaining
Unit are incorporated into the MSC agreement.
A recess was declared at 9:42 a.m. The meeting reconvened at 9:50 a.m. with all Directors
present.
On a motion by Director Beverage, seconded by Director Armstrong, the Board of
Directors on a Roll Call vote, with Directors Armstrong and Beverage and President
Summerfield voting Yes, Director Korn voting No, and Vice President Mills Absent, to
adopt Resolution No. 03-01 approving the 2003-2005 MOU with the Yorba Linda Water
District Employees Association; adopt Resolution No. 03-02, authorizing the General
Manager to implement the Employee Compensation Letter with the Management,
Supervisory and Confidential Employees for the period of July 1, 2003 through June 30,
2005; and rescind Resolutions 01-06 and 01-07.
Consideration of the Budget for Fiscal Years 2003-04 and 2004-05. William J. Robertson,
General Manager, presented the report. Mr. Robertson noted an adjustment for one
position in Operations. Debt service requirements are not in the budget for Phase III
Richfield Plant Renovation and the Highland Reservoir. Questions were asked, and a
discussion was held.
On a motion by Director Beverage, seconded by Director Armstrong, the Board of
Directors on a Roll Call vote, with Directors Armstrong and Beverage and President
Summerfield voting Yes, Director Korn voting No, and Vice President Mills Absent, to
adopt Resolution No. 03-03 Adopting the Budget for Fiscal Year 2003-04 and 2004-05 and
Rescinding Resolution No. 01-08; and Resolution No. 03-04 Approving the Number of
Authorized Positions for Fiscal Years 2003-04 and 2004-05 and Rescinding Resolution No.
01-09.
Michael Robinson left the meeting at 10:08 a.m.
9. Consider accepting the Financial Statements for ten months ended April 30, 2003. Beverly
Meza, Business Manager, presented the report. Ms. Meza noted and explained a difference
in billing cycles: 6 cycles in April, 8 cycles in May, and 10 cycles in June.
On a motion by Director Korn, seconded by Director Armstrong, the Board of Directors
voted 4-0 to accept the Financial Reports for ten months ended April 30, 2003.
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10. Consider Authorizing the Engagement of a Financial Consultant. William J. Robertson,
General Manager, reported on discussions with Mr. Rolapp. The District wishes to engage
the services of Fieldman, Rolapp and Associates to investigate financing for the Highland
Reservoir Renovation and Richfield Plant Phase 3 construction projects. The number in
the agenda report does not include the soft costs. Questions were asked, and a discussion
was held. Action was deferred to the July 10 Board of Directors meeting.
GENERAL MANAGER'S REPORT
12. General Manager's oral report and comments.
a) General Counsel Kidman reported he attended OCWA on June 25, and he will travel to
ACWA in Sacramento on June 27.
b) The Employee Picnic was held June 21 at Yorba Regional Park,
c) District activities. There was nothing to report.
COMMITTEE REPORTS
13. Executive-Administration Committee (Summerfield/Mills)
Meeting scheduled for July 2, 4:00 p.m. Director Beverage will attend if Vice President
Mills is unavailable.
14. Finance-Accounting Committee (Korn/Beverage)
Report of meeting held June 19, 9:00 a.m.
15. Personnel-Risk Management Committee (Summerfield/Korn)
Minutes of meeting held June 17, 4:00 p.m.
16. Planning-Engineering-Operations Committee (Armstrong/Mills)
Meeting scheduled for July 2, 9:00 a.m.
17. Public Information Committee (Beverage/Armstrong)
Meeting scheduled for July 1, 4:00 p.m.
18. Orange County Water District Ad Hoc Committee (Summerfield/Beverage)
19. MWDOC Ad Hoc Committee (Summerfield/Korn)
INTERGOVERNMENTAL MEETINGS
20. Yorba Linda City Council, June 17, 6:30 p.m. Vice President Mills was not in attendance
at the Board meeting, so there was no report.
21. Yorba Linda Planning Commission, June 25, 6:30 p.m.
Director Korn attended the meeting. A lighting, building and fencing issue were discussed.
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BOARD OF DIRECTORS ACTIVITY CALENDAR
Authorization to attend meetings scheduled after June 26, 2003. Agenda is available in the
District office prior to meeting.
ISDOC Board, July 1, 7:30 a.m.
Yorba Linda City Council, July 1, 6:30 p.m.
MWDOC/MET Jt. Workshop, July 2, 8:30 a.m.
OCWD, July 2, 6:00 p.m.
WACO, July 4, 7:30 a.m.
Yorba Linda Planning Commission, July 9, 6:30 p.m.
Yorba Linda City Council, July 15, 6:30 p.m.
MWDOC, July 16,9:00 a.m.
OCWD, July 16, 6:00 p.m.
Yorba Linda Planning Commission, July 23, 6:30 p.m.
ISDOC Membership, July 31, 11:30 a.m.
WACO, August 1, 7:30 a.m.
ISDOC Board, August 5, 7:30 a.m.
Yorba Linda City Council, August 5, 6:30 p.m.
MWDOC/MET Jt. Workshop, August 6, 8:30 a.m.
OCWD, August 6, 6:00 p.m.
Yorba Linda Planning Commission, August 13, 6:30 p.m.
Yorba Linda City Council, August 19, 6:30 p.m.
MWDOC, August 20,9:00 a.m.
OCWD, August 20,6:00 p.m.
Yorba Linda Planning Commission, August 27, 6:30 p.m.
Armstrong
Mills
Beverage
Mills
Korn
Mills or Korn
Beverage
Armstrong
Korn
BOARD MEMBER COMMENTSATEMS FOR FUTURE CONSIDERATION
Director Korn extended his thanks to Brett Barbre for the book that was made up and for the time
and effort he spent.
President Summerfield asked General Counsel Kidman about the rules for meeting in closed
session to discuss the General Manager's performance evaluation and salary. General Counsel
Kidman responded the board can meet in closed session to discuss the performance evaluation.
The board is not allowed to discuss pay in closed session. Standing committee's are subject to
open and public rules with the same restrictions as those for board meetings.
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No Closed Session was held.
ADJOURNMENT
On a motion by Director Beverage, seconded by Director Korn, the Board of Directors voted 4-0
to adjourn at 10:46 a.m.
The next regular meeting of the Board is scheduled for Thursday, July 10, 2003 at 8:30 a.m., at
the District Heada uaxters.
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vviiiiWIl J. B OUCnsun
Secretary/General Manager