HomeMy WebLinkAbout2015-02-26 - Board of Directors Meeting Minutes 2015-034
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, February 26, 2015, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The February 26, 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
President Collett 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 Javier Martinez, Water Production Superintendent
Robert R. Kiley Gina Knight, Human Resources / Risk Manager
Gary T. Melton Kelly McCann, Senior Accountant
Damon Micalizzi, Public Information Manager
Marcus Millen, Records Management Specialist
Malissa Tem, Public Affairs Specialist
ALSO PRESENT
Eddy Beltran, Partner, Kidman Law LLP
Tom Lindsey, Mayor Pro Tern, City of Yorba Linda
Daniel Mole, Chair, YLWD Citizens Advisory Committee
Modesto Llanos, Member, YLWD Citizens Advisory Committee
4. ADDITIONS/DELETIONS TO THE AGENDA
None.
5. PUBLIC COMMENTS
Mr. Mole addressed the Board and provided an overview of matters discussed
during the February 23, 2015 Citizens Advisory Committee meeting. He also
provided feedback from the Committee in relation to the District's rate structure
and reserves policy. Mr. Mole then responded to questions from the Board.
Mr. Mole left the meeting at this time.
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Mayor Pro Tern Lindsey addressed the Board and commented on a MWD facility
tour he had recently attended.
6. SPECIAL RECOGNITION
6.1. Presentation of Proclamation to Director Phil Hawkins for 5 Years of
Service to the District
President Collett presented Director Hawkins' with a proclamation and a
service pin commemorating his service as a member of the Board for 5
years. The Board and audience then applauded Director Hawkins for his
accomplishment.
Ms. Tern left the meeting at this time.
7. CONSENT CALENDAR
Director Beverage made a motion, seconded by Director Kiley, to approve the
Consent Calendar. Motion carried 5-0.
7.1. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$1,082,650.55.
7.2. Easement Quitclaim for SARI Project
Recommendation: That the Board of Directors approve quitclaim to the
Orange County Flood Control District of all its right, title and interest in real
property located in Tract No. 11663 and in Tract 11836, as described in
the Quitclaim Deed and Exhibits A through D, as provided, and authorize
the General Manager to execute the document for transmittal to the
County.
7.3. Claim Submitted by Julie Lansdale
Recommendation: That the Board of Directors reject the claim submitted
by Julie Lonsdale and refer it to ACWA/Joint Powers Insurance Authority.
8. ACTION CALENDAR
8.1. Report on Board Governance Workshop and Consideration of Proposal
for Development of Board Policies and Procedures Manual
Mr. Marcantonio explained that BHI had prepared a proposal to facilitate
the development of a Board of Directors Policies and Procedures Manual
for a total estimated cost of $8,800. The benefit of engaging BHI to assist
the District with this important project is that they could serve as an
objective outside party. However, should the Board desire, staff would be
willing to assist with the creation of this document in-house for an
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anticipated cost of $2,500. Mr. Marcantonio then responded to questions
from the Board regarding the potential risk and time involved with having
staff complete this work versus utilizing an outside consultant. Mrs. Knight
and Mr. Beltran also responded to questions from the Board in regards to
staff time and availability and associated costs for legal review.
Director Hawkins made a motion, seconded by Director Kiley, to instruct
staff to assist with the development of a Board of Directors Policies and
Procedures Manual. Motion carried 5-0.
8.2. Approval to Proceed with Water and Sewer Rate Study Request for
Proposal (RFP)
Mr. Marcantonio explained that in order to determine the need for a rate
increase in water and sewer services, a Water and Sewer Cost of
Services Analysis and Rate Study is required. The District's current
purchasing policy stipulates that any charges in excess of $25,000
requires a Request for Proposal (RFP) process. Due to the sensitive
nature of potential Proposition 218 challenges, the completion of a Cost of
Services and Rate Study by a dis-interested third party agency validates
any proposed increases and lessens the liability to the District. The scope
of work for the RFP could potentially include a "conservation rate" and the
establishment of a revenue and/or rate stabilization fund. Mr. Beltran then
responded to questions from the Board regarding the benefits associated
with engaging a consultant to conduct these types of studies versus
preforming them in-house. Mr. Marcantonio also responded to questions
from the Board regarding the data to be included in the study.
Director Beverage made a motion, seconded by Director Melton, to
authorize staff to begin with the Request for Proposal process for a Water
and Sewer Rate Study and Cost of Services Analysis. Motion carried 5-0.
9. REPORTS, INFORMATION ITEMS, AND COMMENTS
9.1. President's Report
None.
9.2. Directors' Reports
• MWDOC Water Policy Forum - February 5, 2015
Director Melton reported on his attendance at this event and
commented on presentation provided by Dr. Lucy Jones' regarding
the projected impact of a magnitude 8.0 earthquake along the San
Andreas Fault.
Director Melton also expressed his condolences on the recent
passing of Rick Buck's sister. Mr. Buck is a member of the Citizens
Advisory Committee.
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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 (or their designee) in
attendance to provide a report regarding activities within their respective
departments.
9.4. General Counsel's Report
Mr. Beltran provided additional comments regarding the benefits of
engaging a consultant to conduct cost of services analyses and rate
studies as related to potential litigation.
9.5. Future Agenda Items and Staff Tasks
None.
10. COMMITTEE REPORTS
10.1. Executive-Administrative-Organizational Committee
(Collett / Beverage)
• Minutes of the meeting held February 9, 2015 at 4:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held March 9, 2015 at 4:00 p.m.
10.2. Investment Ad Hoc Committee
(Hawkins / Beverage)
• Meeting held February 12, 2015 at 10:30 a.m.
• Next meeting is scheduled to be held March 2, 2015 at 11:30 a.m.
10.3. YLWD-City of Placentia Joint Agency Committee
(Melton / Kiley)
▪ Minutes of the meeting held February 24, 2015 at 9:00 a.m. will be
provided at the next regular Board meeting.
• Next meeting is yet to be scheduled.
10.4. 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 scheduled to be held Tuesday, April 28, 2015 at
10:00 a.m. at the District's offices.
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10.5. YLWD-MWDOC-OCWD Joint Agency Committee
(Collett / Melton)
• Next meeting is scheduled to be held March 24, 2015 at 4:00 p.m.
10.6. Citizens Advisory Committee
(Collett)
• Minutes of the meeting held February 23, 2015 at 8:30 a.m. will be
provided at the next regular Board meeting.
• Next meeting is scheduled to be held March 23, 2015 at 8:30 a.m.
11. INTERGOVERNMENTAL MEETINGS
11.1. YL LMCAC - February 12, 2015 (Beverage -As Needed)
Director Beverage did not attend this meeting.
11.2. YL City Council - February 17, 2015 (Collett)
Director Collett attended and commented on a presentation regarding the
Esperanza Hills Final Environmental Impact Report and direction on the
Landscape Maintenance Citizen Advisory Committee's (LMCAC)
recommendations which were discussed during the meeting.
Mayor Pro Tem Lindsey addressed the Board and commented on the
possibility of synchronizing the District's and the City's Proposition 218
processes.
11.3. MWDOC Board - February 18, 2015 (Melton)
Director Melton attended and noted that it was a very short meeting. He
also commented on his attendance at the YLWD/City of Placentia Joint
Agency Committee meeting held earlier in the week.
11.4. OCWD Board - February 18, 2015 (Kiley)
Director Kiley attended and reported that the Board had come to a
decision regarding the placement of digital audio recordings of
Board/Committee meetings on OCWD's website. The proposed Citizens
Advisory Committee for Poseidon Resources' Ocean Desalination Project
in Huntington Beach and status of the North Basin Groundwater
Contamination Cleanup Project were also discussed during the meeting.
11.5. YL Planning Commission - February 25, 2015 (Hawkins)
This meeting was cancelled.
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11.6. OCSD - February 25, 2015 (Kiley/Beverage)
Directors Kiley and Beverage attended. Director Kiley stated that it was a
very short meeting and that the Board had approved the Memoranda of
Understanding between OCSD and its bargaining units. Director
Beverage commented on the longevity of OCSD employees and the large
number of staff expected to retire over the next several years.
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from February 27, 2015 — March 31, 2015
The Board reviewed the activity calendar and made no changes.
13. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:55 a.m. All Directors were
present. Also present were Mr. Marcantonio, Mrs. Knight and Mr. Beltran.
13.1. 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 Gai Thi Lesher.
Number of Potential Cases: One
Mrs. Knight and Mr. Beltran left the meeting at this time.
13.2. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
The Board reconvened in Open Session at 11:00 a.m. During the Closed
Session, the Board voted 5-0 to reject the claim submitted on behalf of Gai Thi
Lesher and refer it to ACWA/Joint Powers Insurance Authority. No other action
was taken during Closed Session that was required to be reported under the
Brown Act.
14. ADJOURNMENT
14.1. The meeting was adjourned at 11 :00 a.m. The next Regular Board of
Directors Meeting will be held Thursday, March 12, 2015 at 8:30 a.m.
Marc Marcantonio
Board Secretary
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