HomeMy WebLinkAbout2015-01-22 - Board of Directors Meeting Minutes 2015-008
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, January 22, 2015, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The January 22, 2015 Regular Meeting of the Yorba Linda Water District Board
of Directors was called to order by President Collett 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
Director Beverage led the pledge.
3. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Ric Collett, President Marc Marcantonio, General Manager
Michael J. Beverage, Vice President Steve Conklin, Engineering Manager
Phil Hawkins John DeCriscio, Operations Manager
Gary T. Melton Gina Knight, Human Resources / Risk Manager
Delia Lugo, Finance Manager
DIRECTORS ABSENT Damon Micalizzi, Public Information Manager
Robert R. Kiley Art Vega, IT Manager
Annie Alexander, Executive Secretary
Javier Martinez, Water Production Superintendent
ALSO PRESENT
Eddy Beltran, Partner, Kidman Law LLP
Connie Almond, Attorney, Liebert Cassidy Whitmore
Tom Lindsey, Mayor Pro Tem, City of Yorba Linda (Arrived at 9:00 a.m.)
4. ADDITIONS/DELETIONS TO THE AGENDA
None.
5. PUBLIC COMMENTS
None.
Mr. Martinez left the meeting at this time.
6. CLOSED SESSION
The meeting was adjourned to Closed Session at 8:45 a.m. All Directors in
attendance were present. Also present were Messrs. Marcantonio and Beltran
and Mmes. Knight and Almond.
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6.1. Conference with Labor Negotiators Pursuant to Section 54957.6 of the
California Government Code Agency
Designated Representatives: Gina Knight, Human Resources/Risk
Manager, and Connie Almond, Attorney, Liebert Cassidy Whitmore
Employee Organization: Yorba Linda Water District Employees
Association
The Board reconvened in Open Session at 9:26 a.m. President Collett stated
that no action was taken during Closed Session that was required to be reported
under the Brown Act.
Mmes. Knight and Almond left the meeting at this time.
7. CONSENT CALENDAR
Director Beverage made a motion, seconded by Director Hawkins, to approve the
Consent Calendar. Motion carried 4-0-0-1 with Director Kiley being absent.
7.1. Minutes of the Board of Directors Regular Meeting held November 26,
2014
Recommendation: That the Board of Directors approve the minutes as
presented.
7.2. Minutes of the Board of Directors Regular Meeting held December 8, 2014
Recommendation: That the Board of Directors approve the minutes as
presented.
7.3. Minutes of the Board of Directors Regular Meeting held December 23,
2014
Recommendation: That the Board of Directors approve the minutes as
presented.
7.4. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$1,344,208.72.
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7.5. Change Order No. 2 for the YLHS Park Bryant Cross Feeder Pipeline
Relocation Project
Recommendation: That the Board of Directors approve Change Order No.
2 in the amount of$29,750.85 and 30 additional days to Vido Samarzich,
Inc. for construction of the YLHS Park Bryant Cross Feeder Pipeline
Relocation Project, Job No. 2012-13.
7.6. Terms and Conditions for Sewer Service with Bryan Hooper, 19076
Oriente Drive
Recommendation: That the Board of Directors approve the Terms and
Conditions for Sewer Service with Mr. Bryan Hooper, 19706 Oriente Drive,
Yorba Linda, Job No. 2014-24S.
8. ACTION CALENDAR
8.1. Purchase of Two (2) Chevrolet Pickup Trucks
Mr. Marcantonio explained that this item was mistakenly placed on the
Action Calendar rather than the Consent Calendar. He stated that funds
for the purchase of these two vehicles were included in the current budget
as part of the District's vehicle replacement program. After reviewing the
quotes received, staff has recommended that the Board authorize the
purchase of these vehicles from the lowest dealer, George Chevrolet.
Director Beverage made a motion, seconded by Director Hawkins, to
authorize the General Manager to purchase two (2) 2015 Chevrolet
Silverado 1500 pickup trucks from George Chevrolet in the amount of
$50,266.68. Motion carried 4-0-0-1 with Director Kiley being absent.
8.2. Clarify the Salaries, Benefits and Special Conditions Offered by the
District to Management, Supervisory and Confidential Employees
Mr. Marcantonio explained that with the recent promotion of the Public
Information Officer to a Public Information Manager position, staff revised
the authorized classification lists for both the Management and
Supervisory and Confidential Employee Letters. In addition, staff
reviewed both compensation letters for clarification purposes and
discovered that both documents needed additional modification to clarify
the salaries, benefits and special conditions offered by the District for
these two groups of employees for the remainder of the current fiscal year.
Director Hawkins made a motion, seconded by Director Melton, to
approve Resolution No. 15-01 Amending Resolution Nos. 12-07 and 12-
08 to Modify and Further Clarify the Salaries, Benefits and Special
Conditions Offered by the District to Management, Supervisory and
Confidential Employees for the Remainder of Fiscal Years 2012-2015.
Motion carried 4-0-0-1 on a Roll Call Vote with Director Kiley being absent.
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Mrs. Knight rejoined the meeting at this time.
8.3. Temporary Suspension of Internal Committee Meetings, Assignments for
External Committees and Intergovernmental Meetings, and Scheduling of
Future Workshop Meetings
President Collett explained that in light of the material covered during the
Board of Directors Workshop meeting held January 12, 2015, the
Executive-Administrative-Organizational Committee has suggested the
temporary suspension of some of the District's internal committee
meetings as well as Director assignments to these committees until after
March 2015. This temporary suspension would help facilitate the
scheduling of two Board workshop meetings in February and March to
discuss the development of a strategic plan and the draft budget for the
next fiscal year. In addition, President Collett stated that he had submitted
proposed assignments for the remaining external committees and
attendance at intergovernmental meetings for the next calendar year for
consideration of the Board.
Director Beverage made a motion, seconded by Director Hawkins, to
temporarily suspend the Finance-Accounting, Personnel-Risk
Management, Planning-Engineering-Operations, and Public Affairs-
Communications-Technology committee meetings and defer Director
assignments to these committees until after March 2015.
Staff then responded to questions from the Board regarding the time
required to support committee meetings as well as a possible mechanism
to continue to receive information from staff regarding District activities.
Mr. Marcantonio stated that he would continue to provide regular updates
to the Board.
Director Hawkins explained that both he and Director Beverage had been
working with staff in previous Finance-Accounting Committee meetings
regarding potential enhancements to the District's investment policy. He
asked if the Board would consider allowing himself and Director Beverage
to continue to work with staff regarding this matter as a presentation was
scheduled to occur shortly.
Mr. Beltran suggested that it might be appropriate for President Collett to
appoint Directors Hawkins and Beverage to an ad hoc committee for this
purpose.
President Collett suggested that the original motion be amended to
include the appointment of Directors Hawkins and Beverage to an
Investment Ad Hoc Committee for continuity purposes.
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Director Beverage agreed to amend the original motion to include the
appointment of Directors Hawkins and Beverage to an Investment Ad Hoc
Committee as well as temporarily suspend the Finance-Accounting,
Personnel-Risk Management, Planning-Engineering-Operations, and the
Public Affairs-Communications-Technology committee meetings and defer
Director assignments to these committees until after March 2015. Director
Hawkins seconded the amended motion which was carried 4-0-0-1 with
Director Kiley being absent.
Director Hawkins made a motion, seconded by Director Beverage to
approve President Collet's proposed Director assignments for the joint
agency/interagency committees with the City of Placentia, City of Yorba
Linda and MWDOC/OCWD and attendance at intergovernmental
meetings for the calendar year. Motion carried 4-0-0-1 with Director Kiley
being absent.
President Collett clarified that as Director Beverage was appointed as the
alternate Director on the Orange County Sanitation District (OCSD) Board
of Directors, he'd like for him to be given the opportunity to attend future
OCSD Board meetings for continuity purposes and to be remunerated for
his attendance by YLWD. The Board agreed.
President Collett then explained that the Executive-Administrative-
Organizational Committee was also recommending that the Board
consider scheduling two workshop meetings. One on February 19, 2015
to discuss the development of a strategic plan and the other on March 19,
2015 to discuss the draft budget for FY 2015/16 and future rates and fees.
He also noted that the Board would be meeting along with the Citizens
Advisory Committee on Monday, January 26, 2015 at 8:30 a.m. in order to
participate in a presentation being provided by Mr. Marcantonio regarding
security issues in the water industry. Following discussion, the Board
determined to schedule the previously mentioned workshops from 8:30
a.m. to 12:00 p.m.
Mrs. Lugo asked if Directors Hawkins and Beverage would be available to
attend an Investment Ad Hoc Committee meeting immediately following
the next regular Board meeting on February 12, 2015 in order to
participate in a conference call. Directors Hawkins and Beverage
indicated that they would be available.
President Collett further explained that BHI Management Consulting had
provided a proposal to assist with the development of a Board of Directors
policies and procedures manual. President Collett then distributed a
memo from BHI Management Consulting which included Mr. Aranda's
observations and recommendations from the previous workshop meeting.
Director Beverage asked if development of a Board policies and
procedures manual had to be performed by BHI or if it was something that
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could be performed in house. Mr. Marcantonlo responded that it could be
accomplished in house if so desired by the Board. President Collett
requested that review and consideration of BHI's memo and proposal be
placed on the agenda for the next regular Board meeting.
Mr. Conklin left the meeting at this time.
9. REPORTS, INFORMATION ITEMS, AND COMMENTS
9.1. President's Report
• Combined Board of Directors/Citizens Advisory Committee Meeting
— January 26, 2015 at 8:30 a.m.
President Collett asked Mr. Marcantonio to provide the Board with a
summary of what he'd be presenting at the Citizens Advisory
Committee meeting. Mr. Marcantonio explained that he'd be
speaking about various security concerns and vulnerability issues
as related to public water systems. He extended an invitation to
Mayor Pro Tem Lindsey and the other members of the City Council
to attend and stated that he'd be willing to provide the presentation
at a future City Council meeting if there was an interest. President
Collett noted that as a quorum of the Directors would be in
attendance, the meeting would be publicly noticed accordingly.
Mayor Pro Tern Lindsey left the meeting at this time.
9.2. Directors' Reports
• SDLF Good Governance Principles Seminar - January 15, 2015
Directors Hawkins and Beverage reported on their attendance at
this seminar and commented on various points discussed including
the need for a policy on public comments during Board meetings,
roles of the Board, General Manager and Attorney, unnecessary
rotation of the Board chair, and the need for regular and
comprehensive facility tours.
Mr. Marcantonio thanked the Board for their participation in these
trainings which supports the District's initiative to qualify and apply
for SDLF's District of Distinction accreditation.
9.3. General Manager's Report
Mr. Marcantonio provided the Board with an overview of his activities and
meeting attendance. He then asked each manager in attendance to
provide a report regarding activities within their respective departments.
He also read a report provided by Mr. Conklin as he had left in order to
attend another meeting.
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9.4. General Counsel's Report
Mr. Beltran briefed the Board on the outcomes of two recent cases (not
involving the District). The first was related to the status of confidential
records that may be released unintentionally in response to a Public
Records Act request or subpoena for records. The second was related to
the rights of a governmental agency to draw upon securities held in
escrow in the event of default by a public works contractor.
9.5. Future Agenda Items and Staff Tasks
Director Collett commented on the need for a formal policy on public
comments and the time allotted. Mr. Marcantonio noted that discussion of
this matter could be included during development of the Board of Directors
policy and procedures manual.
10. COMMITTEE REPORTS
10.1. Executive-Administrative-Organizational Committee
(Collett / Beverage)
• Minutes of the meeting held December 9, 2014 at 10:00 a.m. were
provided in the agenda packet.
• Minutes of the meeting held January 13, 2015 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held February 9, 2015 at 4:00 p.m.
10.2. Finance-Accounting Committee
(Hawkins / Beverage)
• Next meeting is scheduled to be held January 26, 2015 at 4:00 p.m.
10.3. Personnel-Risk Management Committee
(Hawkins / Melton)
• Next meeting is scheduled to be held February 10, 2015 at 4:00
p.m.
10.4. Planning-Engineering-Operations Committee
(Melton / Beverage)
• Minutes of the meeting held January 5, 2015 at 4:00 p,m. were
provided in the agenda packet.
• Next meeting is scheduled to be held February 5, 2015 at 4:00 p.m.
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10.5. Public Affairs-Communications-Technology Committee
(Collett / Kiley)
• Minutes of the meeting held January 5, 2015 at 2:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held February 2, 2015 at 4:00 p.m.
10.6. YLWD-City of Placentia Joint Agency Committee
(Beverage / Melton)
• Minutes of the meeting held November 10, 2014 at 10:00 a.m. were
provided in the agenda packet.
• Next meeting is yet to be scheduled.
10.7. YLWD-City of Yorba Linda Joint Agency Committee
(Kiley / Collett)
• Minutes of the meeting held October 28, 2014 at 5:00 p.m. were
provided in the agenda packet.
• Next meeting is yet to be scheduled.
10.8. YLWD-MWDOC-OCWD Joint Agency Committee
(Kiley / Beverage)
• Next meeting is scheduled to be held January 27, 2015 at 4:00 p.m.
10.9. Citizens Advisory Committee
(Kiley)
• Next meeting is scheduled to be held January 26, 2015 at 8:30 a.m.
11. INTERGOVERNMENTAL MEETINGS
11.1. YL LMCAC - January 8, 2015 (Beverage)
Director Beverage did not attend this meeting and noted that he would
only be attending future meetings as needed.
11.2. WACO - January 9, 2015 (Kiley/Hawkins)
Director Hawkins attended and commented on the condition of the Salton
Sea, Owens Valley, and the current water supply situation which were
discussed during the meeting.
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11.3. YL Planning Commission - January 14, 2015 (Melton)
Director Melton attended and commented on the election of officers which
was held during the meeting.
11.4. YL City Council - January 20, 2015 (Kiley)
Director Collett attended in place of Director Kiley and commented on a
quarterly report regarding the City's Landscape Maintenance Citizen
Advisory Committee which was provided at the meeting.
11.5. MWDOC Board - January 21, 2015 (Melton)
Director Melton attended and commented on the high probability of water
supply allocations being issued sometime between February and July.
11.6. OCWD Board - January 21, 2015 (Collett)
Director Collett attended and commented on the potential internet video
streaming of the agency's Board meetings which was discussed during
the meeting. He also noted that LAFCO was in the process of reviewing a
reorganization application from the East Orange County Water District to
provide local sewer service for an area currently being maintained by the
Orange County Sanitation District.
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from January 23, 2015 — February 28, 2015
The Board reviewed the activity calendar and made no additional
changes.
13. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
13.1. MWDOC Water Policy Forum - February 5, 2015
CA-NV AWWA Emergency Preparedness Workshop - February 11, 2015
UWI Spring Water Conference - March 4-6, 2015
Director Beverage made a motion, seconded by Director Hawkins, to
authorize Director attendance at these events if desired. Motion carried 4-
0-0-1 with Director Kiley being absent.
14. CLOSED SESSION CONTINUED
The meeting was adjourned to Closed Session at 10:34 a.m. All Directors in
attendance were present. Also present was Mr. Marcantonio.
14.1. Public Employee Performance Evaluation (Goals)
Pursuant to Section 54957 of the California Government Code
Title: General Manager
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The Board reconvened in Open Session at 11 :15 a.m. President Collett stated
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 11:15 a.m. The next Regular Board of
Directors Meeting will be held Thursday, February 12, 2015 at 8:30 a.m.
Annie Alexander
Assistant Board Secretary
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