HomeMy WebLinkAbout2015-02-12 - Board of Directors Meeting Minutes 2015-022
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, February 12, 2015, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The February 12, 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
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 Gina Knight, Human Resources / Risk Manager
Robert R. Kiley Delia Lugo, Finance Manager
Gary T. Melton Damon Micalizzi, Public Information Manager
Annie Alexander, Executive Secretary
Javier Martinez, Water Production Superintendent
Ken Mendurn, Water Maintenance Superintendent
ALSO PRESENT
Eddy Beltran, Partner, Kidman Law LLP
Tom Lindsey, Mayor Pro Tern, City of Yorba Linda
Daniel Mole, Chair, YLWD Citizens Advisory Committee
Lisa Ohlund, General Manager, East Orange County Water District
Chad Brown, Development Manager, Melia Homes
4. ADDITIONS/DELETIONS TO THE AGENDA
None.
5. PUBLIC COMMENTS
None.
6. CONSENT CALENDAR
Director Collett requested to remove Item No. 6.9. from the Consent Calendar.
Director Beverage made a motion, seconded by Director Hawkins, to approve the
remainder of the Consent Calendar. Motion carried 5-0.
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6.1. Minutes of the Board of Directors Regular Meeting held January 8, 2015
Recommendation: That the Board of Directors approve the minutes as
presented.
6.2. Minutes of the Board of Directors Workshop Meeting held January 12,
2015
Recommendation: That the Board of Directors approve the minutes as
presented.
6.3. Minutes of the Board of Directors Regular Meeting held January 22, 2015
Recommendation: That the Board of Directors approve the minutes as
presented.
6.4. Minutes of the Board of Directors Special Meeting held January 26, 2015
Recommendation: That the Board of Directors approve the minutes as
presented.
6.5. Minutes of the Board of Directors Special Meeting held February 2, 2015
Recommendation: That the Board of Directors approve the minutes as
presented.
6.6 Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$2,691,376.52.
6.7. Terms and Conditions for Water and Sewer Service with Brandywine
Homes for Tract 17608
Recommendation: That the Board of Directors approve the Terms and
Conditions for Water and Sewer Service with Brandywine Homes for Tract
17608, Job No. 201425.
6.8. Terms and Conditions for Water and Sewer Service with Melia Homes for
Tract 17648
Recommendation: That the Board of Directors approve the Terms and
Conditions for Water and Sewer Service with Melia Homes for Tract
17648, Job No. 201501.
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6.10. Investment Report for Period Ending December 31, 2014
Recommendation: That the Board of Director's receive and file the
Investment Report for the Period Ending December 31, 2014.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
6.9. Unaudited Financial Statements for the Period Ending December 31, 2014
Director Collett noted that the District was approximately $1M below the
budgeted revenue. Mrs. Lugo explained that consumption was 6% lower
as compared to last year and that staff anticipated revenue to increase by
the end of the fiscal year as the weather continues to warm up. She also
stated that no reserve funds were being utilized at this time.
Director Beverage made a motion, seconded by Director Hawkins, to
receive and file the Unaudited Financial Statements for the Period Ending
December 31, 2014. Motion carried 5-0.
Mr. Brown left the meeting at this time.
7. ACTION CALENDAR
7.1. Final Progress Payment No. 4 and Notice of Completion for the YLHS
Park Bryant Cross Feeder Pipeline Relocation Project
Mr. Marcantonio explained that work had been completed on construction
of the YLHS Park Bryant Cross Feeder Pipeline Relocation project which
consists of the installation of approximately 520 lineal feet of 36-inch
waterline, fittings, valves and associated appurtenances. The contractor,
Vido Samarzich, Inc., has requested a final progress payment in the
amount of$66,486.45 for work completed through January 31, 2015.
Director Beverage commented on the nature of this project and the
District's responsibility for the associated design and construct costs. He
suggested that efforts be made to confirm that the District's financial
obligation is mandated should a similar situation arise in the future.
Director Beverage made a motion, seconded by Director Hawkins, to
approve Final Progress Payment No. 4, in the net amount of$63,162.13,
to Vido Samarzich, Inc. and 5% retention of $3,324.32; authorize staff to
file the Notice of Completion and release the retention thirty five days
following recordation, if no liens have been filed; release the Labor and
Material Bond and release the Faithful Performance Bond in one year if no
defects have been found for the construction of the YLHS Park Bryant
Cross Feeder Pipeline Relocation Project, Job No. 2012-13. Motion
carried 5-0.
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7.2. Authorization to Reimburse OCTA for Orangeview Waterline Extension
Work and Design Services
Mr. Marcantonio explained that OCTA's Lakeview Grade Separation
Project utility relocation work was progressing, including construction of
the new waterline improvements in Orangeview and Lakeview Avenues
which are nearly complete. As a related but separate project, the Board
previously approved the expenditure of $58,747.51 to extend the
Orangeview Avenue waterline 273 feet to allow for abandonment of the
old waterline crossing the Atwood Channel. During construction it was
determined that additional realignment work was required because of
interference with an existing storm drain line resulting in an additional cost
of $4,575.03. Furthermore, OCTA invoiced the District $8,639.00 for the
Orangeview Avenue consulting design services resulting in a total cost of
$71 ,961.54.
Mr. Conklin then responded to questions from the Board as to whether this
expense was included or separate from the utility relocation costs not to
exceed $250,000. He indicated that these expenses were separate and
that this related project needed to be completed in order to replace some
old pipelines located immediately adjacent to the utility relocation project.
Mr. Micalizzi also responded to questions from the Board regarding
signage that had been proposed for the project.
Director Beverage made a motion, seconded by Director Hawkins, to
authorize staff to issue a $71,961.54 check, payable to OCTA, for the
Orangeview Avenue Waterline extension work. Motion carried 5-0.
7.3. Report on Board Governance Workshop and Consideration of Proposal
for Development of Board Policies and Procedures Manual
Mr. Marcantonio explained that following the Board Governance
Workshop held in January, BHI Management Consulting provided a report
containing a summary of the topics discussed along with some
observations and recommendations. One of the recommendations was
the development of a Board of Directors Policies and Procedures Manual.
BHI has prepared a proposal to facilitate this effort for a total estimated
cost of $8,200 plus customary expenses not to exceed $600.
Mr. Marcantonio stated that the Board is not required to utilize the services
of BHI to accomplish this task and that staff would be willing to assist with
the completion of this project in-house. Staff has estimated that a draft
policy could be prepared for review by legal counsel and subsequent
consideration by the Board at the March 12, 2015 regular meeting.
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Mr. Marcantonio, Ms. Alexander and Mr. Beltran then responded to
questions from the Board regarding the estimated cost for staff's time and
legal counsel's review, the time needed to complete the project, the
potential impact on staff's work on other projects, and the timing for
development of this manual in relation to other activities the Board will
soon be heavily involved with.
Directors Hawkins and Melton both suggested that staff work on
developing the manual in-house.
Director Collett suggested that the Board defer consideration of this matter
to the next regular meeting so that staff could develop a time and cost
estimate for performing the work in-house.
Director Beverage made a motion, seconded by Director Collett, to defer
consideration of this matter to the next regular Board meeting. Motion
carried 5-0.
7.4. Letter in Support of East Orange County Water District's Reorganization
Application for Local Sewer Service
Mr. Marcantonio explained that the East Orange County Water District
(EOCWD) is currently in the process of working with the Orange County
Local Agency Formation Commission (OCLAFCO) to take over the
provision of sewer service from the Orange County Sanitation District
(OCSD) within Service Area 7. EOCWD currently provides water service
to this same area. Both the Irvine Ranch Water District and the City of
Orange have submitted letters to OCLAFCO expressing their interest in
participating in the Municipal Service Review process. Staff is
recommending that the Board consider executing a letter in support of
EOCWD's efforts regarding this matter. Mr. Marcantonio then introduced
Ms. Ohlund, General Manager for EOCWD.
Ms. Ohlund addressed the Board and explained that OCSD had contacted
her agency approximately two years ago regarding the possibility of
transferring the ownership and operation of the sewer system in this area.
She then provided more detailed background information regarding the
situation and concluded her comments by asking for the Board's support
of EOCWD's application to OCLAFCO for the provision of local sewer
service.
Director Hawkins made a motion, seconded by Director Beverage, to
execute a letter in support of East Orange County Water District's
reorganization application to the Orange County Local Agency Formation
Commission for local sewer service. Motion carried 5-0.
Ms. Ohlund left the meeting at this time.
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8. REPORTS, INFORMATION ITEMS, AND COMMENTS
8.1. President's Report
None.
8.2. Directors' Reports
• CASA Winter Conference - January 21-23, 2015
Director Kiley attended this conference.
• North Orange County Legislative Alliance Meeting - February 4,
2015
Director Kiley reported on his participation in this event and noted
that representatives from the Fullerton, Brea, La Habra, Placentia,
and Yorba Linda Chambers of Commerce were in attendance.
• CA-NV AWWA Emergency Preparedness Workshop - February 11,
2015
Director Kiley attended this workshop and commented on a
tabletop exercise related to earthquake preparedness which took
place during the event.
Director Collett briefly commented on the topic discussed during the
MWDOC Water Policy Forum held February 5, 2015.
8.3. General Manager's Report
Mr. Marcantonio also commented on the topic discussed during the forum
and provided the Board with an overview of his activities and meeting
attendance. Mr. Marcantonio also reported on a recent sewer spill from a
main on Mahogany Circle in Yorba Linda. He noted that staff had cleaned
the line in late November and that staff believed the cause of the spill was
from someone placing long sticks in the line. Mr. Mendum then
responded to questions from the Board regarding this matter. Mr.
Marcantonio continued his report and then asked each manager (or their
designee) to provide a report regarding activities within their respective
departments.
8.4. General Counsel's Report
None.
8.5. Future Agenda Items and Staff Tasks
None.
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9. COMMITTEE REPORTS
9.1. Executive-Administrative-Organizational Committee
(Collett / Beverage)
• Minutes of the meeting held January 13, 2015 at 4:00 p.m. were
provided in the agenda packet.
• Minutes of the meeting held February 9, 2015 at 4:00 p.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held March 9, 2015 at 4:00 p.m.
9.2. Investment Ad Hoc Committee
(Hawkins / Beverage)
• Next meeting is scheduled to be held February 12, 2015 at 10:30
a.m.
9.3. YLWD-City of Placentia Joint Agency Committee
(Melton / Kiley)
• Next meeting is scheduled to be held February 24, 2015 at 9:00
a.m. and will be held at Placentia City Hall.
9.4. YLWD-City of Yorba Linda Joint Agency Committee
(Collett / Beverage)
• Minutes of the meeting held February 10, 2015 at 10:30 a.m. will be
provided at the next regular Board meeting.
• Next meeting is yet to be scheduled.
9.5. YLWD-MWDOC-OCWD Joint Agency Committee
(Collett / Melton)
• Minutes of the meeting held January 27, 2015 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held March 24, 2015 at 4:00 p.m.
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9,6. Citizens Advisory Committee
(Collett)
• Minutes of the meeting held January 26, 2015 at 8:30 a.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held February 23, 2015 at 8:30
a.m.
10. INTERGOVERNMENTAL MEETINGS
10.1. OCSD - January 28, 2015 (Kiley)
Director Kiley attended and commented on a professional services
agreement for engineering and design services related to the outfall which
was approved during the meeting.
10.2. YL Planning Commission - January 28, 2015 (Beverage)
Director Beverage attended and noted that all the new commission
members had been sworn in. He also congratulated Mr. Mole on his
appointment to the commission.
10.3. ISDOC - January 29, 2015 (Kiley)
Director Kiley attended and commented on a presentation made to the
outgoing president.
10.4. YL City Council - February 3, 2015 (Beverage)
Director Beverage attended and commented on the potential utilization of
outside labor negotiators which was discussed during the meeting.
10.5. MWDOC Board - February 4, 2015 (Melton)
Director Melton attended and commented on a presentation regarding the
Bay Delta Conservation Plan which was provided during the meeting.
10.6. OCWD Board - February 4, 2015 (Collett)
President Collett attended and commented on a letter which was
considered during the meeting requesting that OC LAFCO require sewage
from Service Area 7 to continue to be discharged to OCSD as part of the
municipal review process.
10.7. WACO - February 6, 2015 (Hawkins/Kiley)
Director Kiley attended and commented on a presentation regarding water
challenges facing California agriculture which was providing during the
meeting. He also noted that Senator Jeff Stone had introduced legislation
that if passed, would allow Diamond Valley Lake to be opened as a
recreational area.
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10.8. YL Planning Commission - February 11 , 2015 (Melton)
Director Melton attended and reported on a presentation regarding the
proposed amenities associated with the Town Center project. He also
commented on potential traffic issues related to the project.
11. BOARD OF DIRECTORS ACTIVITY CALENDAR
11.1. Meetings from February 13, 2015 — March 31 , 2015
The Board reviewed the activity calendar and determined to reschedule
the workshop meeting on March 19, 2015 to March 31, 2015 at 8:30 a.m.
12. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
12.1. North Orange County Legislative Alliance Meeting - February 4, 2015
DWR, SCWC & NWRI Drought Response Workshop - February 25-26, 2015
Placentia State of the City Luncheon - February 26, 2015
Director Beverage made a motion, seconded by Director Hawkins, to ratify
and/or authorize Director attendance at these events if desired. Motion
carried 5-0.
13. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:45 a.m. All Directors were
present. Also present was Mr. Marcantonio.
13.1. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
Mr. Marcantonio left the Closed Session at 9:59 a.m.
The Board reconvened in Open Session at 10:15 a.m. No action was taken
during Closed Session that was required to be reported under the Brown Act.
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14. ADJOURNMENT
14.1. The meeting was adjourned at 10:15 a.m. A Board of Directors Workshop
Meeting has been scheduled for Thursday, February 19, 2015 at 8:30 a.m.
The next Regular Board of Directors Meeting will be held Thursday,
February 26, 2015 at 8:30 a.m.
Annie Alexander
Assistant Board Secretary
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