HomeMy WebLinkAbout2003-07-10 - Board of Directors Meeting Minutes2003-45
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS MEETING
July 10, 2003
8:30 A.M.
The July 10, 2003 meeting of the Yorba Linda Water District Board of Directors was called to
order by Secretary William J. Robertson at 8:30 a.m. Director Beverage moved and Director
Korn seconded the motion to appoint Director Armstrong Presiding Officer of the meeting,
which was held at District Headquarters, 4622 Plumosa Drive, Yorba Linda.
Directors Present at Roll Call
Paul R. Armstrong
Michael J. Beverage
Arthur C. Korn
Directors Absent at Roll Call
John W. Summerfield, President
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, Executive Secretary
Visitors present: Fritz Stradling, Stradling, Yocca, Carlson and Rauth
Tom De Mars, Fieldman, Rolapp and Associates
SPECIAL RECOGNITION
1. Jeff Coplen, Engineering Technician II, was unable to attend the Board meeting.
CLOSED SESSION
No Closed Session was held.
2. Discussion of pending litigation to which the District is a party, (Subsection (a) of Section
54956.9), Superior Court of California, County of Orange, Central Justice Center, Case No.
815921 Huntington Beach vs. OCWD, and Case No. 818852 Fountain Valley vs. OCWD.
Discussion of pending litigation to which the District is a party (justification for Closed
Session is Subsection (b)(1) of Section 54956.9). One case. (Kevin Peters)
CONSENT CALENDAR
On a motion by Director Beverage, seconded by Director Korn, the Board of Directors voted 3-0
to approve the Consent Calendar.
4. Approve minutes of regular meeting June 26, 2003.
Authorize directors to leave the State of California prior to next meeting.
-1-
2003-46
6. Approve disbursements of $372,053.09.
7. Approve a Consultants Agreement with Kleinfelder for geotechnical engineering services
in an amount not to exceed $18,500 for work associated with the construction of Well No.
15 and Well No. 18 Improvements, and the Richfield Plant On-Site Sodium Hypochlorite
Generation and Disinfection System Projects.
ACTION CALENDAR
8. Consider Annual Review of Investment Policy and Approval of Documents to Invest in the
Orange County Pool. William J. Robertson, General Manager, presented the report.
Questions were asked. Director Armstrong noted the last words in section 4 of Resolution
03-05 needed to be corrected to read "the District", asked if OCIP needed to be mentioned
in the resolution, and asked if a cap should be mentioned in item 6 of the agreement.
General Counsel Kidman stated if it was the directors' understanding that a cap would be in
the agreement, then it should be part of the agreement.
On a motion by Director Beverage, seconded by Director Korn, the Board of Directors on a
Roll Call vote, with Directors Armstrong, Beverage and Korn voting Yes, and with
President Summerfield and Vice President Mills absent, voted 3-0-2 to:
1. Adopt Resolution No. 03-05 Setting Forth Public Funds Investment Policy and
Rescinding Resolution No. 01-15.
2. Authorize the President and Secretary to sign the Agreement for Deposit and
Investment of Excess Funds into the County Treasury; subject to review and
approval as to form by General Counsel.
3. Adopt Resolution No. 03-06 Authorizing the Deposit and Investment of Excess
Funds with the Treasurer of Orange County.
Patti Nahill, Pulte Development entered the meeting at 8:36 a.m. Duane Jensen, Carollo
Engineers entered the meeting at 8:37 a.m.
9. Consider Agreement for Financial Consulting Services with Fieldman, Rolapp and
Associates. William J. Robertson, General Manager, presented the report. He stated
approving this agreement is approving the District go forward with financing. He
presented the worst case scenario wherein the District arranges financing, the state adopts
legislation taking property tax revenue from the District, and this impacts the customers by
$0.18 on the water rate. Some details remain to be worked out with the consultants, and the
agreement is subject to review by General Counsel. The consultants believe the financing
could be arranged by the end of August, A special board meeting may be held on July 31.
Mr. Stradling, Stradling, Yocca, Carlson and Rauth, explained the sequence of events. A
non-profit corporation will be formed, and a meeting will be held. Officers will be elected.
A resolution will be adopted to establish security and payments. A trust agreement will be
adopted. An installment purchase contract will be developed. The preliminary statement
will go to the underwriters. Rating by Moodys or Standard and Poors will be considered,
and then we will go to market or to competitive bidding. A question was asked about the
necessity to form a non-profit corporation. Mr. Stradling responded this is needed to enter
into a contract. Mr. De Mars, Fieldman, Rolapp and Associates, spoke briefly.
-2-
2003-47
Darren Warren, Pulte Homes, entered the meeting at 8:43 a.m.
On a motion by Director Beverage, seconded by Director Korn, the Board of Directors
voted 3-0 to authorize the President and Secretary to execute the Professional Services
Agreement for Financial Services with Fieldman, Rolapp and Associates; subject to review
and approval as to form by General Counsel.
Fritz Stradling and Tom De Mars left the meeting at 8:56 a.m.
10. Consider Highland Reservoir Consultant Agreement for Replacement Study. Kenneth
Vecchiarelli, Engineering Manager, presented the report. Capacity was discussed.
On a motion by Director Armstrong, seconded by Director Beverage, the Board of
Directors voted 3-0 to authorize execution of a Consulting Agreement with Carollo
Engineers to provide an engineering study, preliminary design report and recommendations
for construction of the Highland Reservoir Replacement Job. No. 200309.
Duane Jensen, Carollo Engineers, left the meeting at 8:59 a.m.
GENERAL MANAGER'S REPORT
11. General Manager's oral report and comments.
a) General Counsel Kidman reported on his trip to Sacramento. The budget and the
movement to recall the governor are creating problems. This morning the Orange
County Register printed a column commenting about the waste of money involved in
water quality and consumer confidence reports.
b) William J. Robertson, General Manager mentioned Forms 460 and 470 must be filed
before July 31, 2003.
c) William J. Robertson, General Manager, has the forms if a Director wishes to file to be
nominated as a candidate for President or Vice President of ACWA.
d) District activities. William J. Robertson mentioned that Brett Barbre, MWDOC
Director, asked that the Directors return the notebooks he had prepared, if they do not
need them.
COMMITTEE REPORTS
12. Executive-Administration Committee (Summerfield/Mills)
Minutes of meeting held July 2, 4:00 p.m. General Manager's evaluation process.
13. Finance-Accounting Committee (Kom/Beverage)
-3-
2003-48
14. Personnel-Risk Management Committee (Summerfield/Korn)
15. Planning-Engineering-Operations Committee (Armstrong/Mills)
Minutes of meeting held July 2, 9:00 a.m. Pulte Development Phasing, Vista Del Verde
Village 3, bids for two-year paving contract, progress of draft land swap agreement, draft
agreement for consideration of participating in MWD Long-Term Groundwater Storage
Program.
16. Public Information Committee (Beverage/Armstrong)
Minutes of meeting held July 1, 4:00 p.m. Water Lines Newsletter, 2004 District-wide
customer survey, water pressure issues customer survey.
17. Orange County Water District Ad Hoc Committee (Summerfield/Beverage)
18. MWDOC Ad Hoc Committee (Summerfield/Korn)
INTERGOVERNMENTAL MEETINGS
19. Yorba Linda City Council, July 1, 6:30 p.m. This meeting was cancelled.
20. WACO, July 4, 7:30 a.m. Vice President Mills was not present at the Board meeting, so
there was no report.
21. Yorba Linda Planning Commission, July 9, 6:30 p.m. No one attended.
BOARD OF DIRECTORS ACTIVITY CALENDAR
Authorization to attend meetings scheduled after July 10, 2003. Agenda is available in the
District office prior to meeting.
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.
*Note: follow up.
Mills
Korn
Mills or Kom*
Beverage
Armstrong
Korn
-4-
2003-49
BOARD MEMBER COMMENTS/ITEMS FOR FUTURE CONSIDERATION
Director Armstrong asked if anyone from Pulte had any comments. Kenneth Vecchiarelli,
Engineering Manager, stated the minutes of the Planning-Engineering Operations meeting of
July 2 contained information. He said the phasing agreement is of utmost important to Pulte.
Comments were made on location, timing and coordination.
Director Armstrong asked about the SWEPI temporary tank. Kenneth Vecchiarelli, Engineering
Manager, explained that SWEPI found another use for this tank.
ADJOURNMENT
On a motion by Director Beverage, seconded by Director Korn, the Board of Directors voted 3-0
to adjourn at 9:17 a.m.
The next regular meeting of the Board is scheduled for Thursday, July 24, 2003 at 8:30 a.m., at
-5-
Secretary/General Manager
2003-50