HomeMy WebLinkAbout2015-11-12 - Board of Directors Meeting Minutes 2015-185
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, November 12, 2015, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The November 12, 2015 Regular Meeting of the Yorba Linda Water District
Board of Directors was called to order by President Collett at 8:32 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
Mr. Art Kidman 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
Robert R. Kiley Gina Knight, Human Resources/Risk Manager
Delia Lugo, Finance Manager
DIRECTORS ABSENT Art Vega, Information Technology Manager
Gary T. Melton Damon Micalizzi, Public Information Manager
Annie Alexander, Executive Secretary
ALSO PRESENT
Art Kidman, Partner, Kidman Law LLP
Andrew Gagen, Partner, Kidman Law LLP
Tom Lindsey, Mayor Pro Tem, City of Yorba Linda
Nitin Patel, CPA and Partner, White Nelson Diehl Evans LLP
Eddy Jackson, Resident
Jim Wohlt, Resident
4. ADDITIONS/DELETIONS TO THE AGENDA
Mr. Marcantonio noted that a revised copy of the minutes of the Special Meeting
held September 17, 2015 had been distributed to the Board and made available
to the public. The only changes were corrections to the spelling of some of the
individuals' names who spoke during Public Comments.
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5. PUBLIC COMMENTS
Mr. Jim Wohlt, resident, spoke regarding a request he had submitted for an item
to be placed on a future agenda and the staff report distributed at the previous
Board meeting related to the referendum petition.
Mr. Eddy Jackson, resident, also spoke regarding the staff report distributed at
the previous Board meeting, the financial report for FY 2014/15, the District's
contract for legal counsel services, employee salaries, and Board travel
expenditures.
6. COMMITTEE REPORTS
6.1. Citizens Advisory Committee
(Collett)
• Minutes of the meeting held October 26, 2015 at 8:30 a.m. (To be
provided at the next regular Board meeting.)
• Next meeting is scheduled to be held December 7, 2015 at 8:30
a.m.
7. CONSENT CALENDAR
Director Beverage made a motion, seconded by Director Hawkins, to approve the
Consent Calendar, including the corrected minutes of the meeting held
September 17, 2015. Motion carried 4-0-0-1 with Director Melton being absent.
7.1. Minutes of the Board of Directors Special Meeting held September 17,
2015 (AS CORRECTED)
Recommendation: That the Board of Directors approve the minutes as
presented.
7.2. Minutes of the Board of Directors Regular Meeting held September 24,
2015
Recommendation: That the Board of Directors approve the minutes as
presented.
7.3. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$545,086.88.
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7.4. Directors and General Manager Fees and Expenses Report for First
Quarter FY 2015/16
Recommendation: That the Board of Directors receive and file the
Directors and General Manager Fees and Expenses Report for First
Quarter FY 2015/16.
7.5. Quitclaim Deed for 4372 Dorthea Street
Recommendation: That the Board of Directors authorize the President and
Secretary to execute a Quitclaim Deed to Mrs. Nancy Davidson for
abandoning the southerly 100.00 feet of the 15-foot wide District
easement originally recorded December 11, 1972, in Book 10464, Page
958 of Official Records of Orange County.
8. ACTION CALENDAR
8.1. Audit Reports for Fiscal Year 2014/15
Mrs. Lugo explained that the District's external auditors, White Nelson
Diehl Evans (WNDE) LLP, had completed their audit of the District's
financials for the previous fiscal year and rendered an unqualified (or
clean) opinion. She then introduced Mr. Nitin Patel who provided an
overview of WNDE's opinion and findings as well as management's
responsibilities.
Mr. Patel and Mrs. Lugo then responded to questions from the Board
regarding the District's pension liability, associated reporting standards,
and the difference between a standard and forensic audit.
Mr. Eddy Jackson, resident, spoke regarding SAS 70 audits he
participated in at his personal place of work and asked how the District's
audit process compared to a SAE 16 audit.
Mrs. Lugo responded and provided an overview of the District's audit
process. She also indicated that staff would be submitting the report for
consideration of the Certificate in Achievement for Excellence in Financial
Reporting award from the Government Finance Officers Association.
Director Hawkins made a motion, seconded by Director Kiley, to receive
and file the FY 2014/15 Comprehensive Annual Financial Report, the
Report on Internal Control, and the Communication to Those in
Governance Letter.
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President Collett noted that the District had previously been recognized for
its annual budgets and audits in addition to being a recent recipient of the
District of Distinction accreditation from the Special District Leadership
Foundation.
Motion carried 4-0-0-1 with Director Melton being absent.
Mr. Patel left the meeting at this time.
9. REPORTS, INFORMATION ITEMS, AND COMMENTS
9.1. President's Report
None.
9.2. Directors' Reports
Director Hawkins and Beverage both commented on the expected rainfall
and current snowpack conditions.
9.3. General Manager's Report
Mr. Marcantonio asked each of the managers to provide a report
regarding activities within their respective departments.
9.4. General Counsel's Report
Mr. Kidman commented on the impact of the state's drought related
mandates, a workshop meeting of the State Water Resources Control
Board scheduled December 7, 2015, remarks he made during the
previous Board meeting, and the harassment of and threats made against
District staff by members of the public.
Staff then responded to questions from the Board regarding established
protocol for the handling of hostile phone calls.
9.5. Future Agenda Items and Staff Tasks
None.
10. COMMITTEE REPORTS CONTINUED
10.1. Interagency Committee with MWDOC and OCWD
(Collett / Melton)
• Next meeting is scheduled to be held November 24, 2015 at 4:00
p.m.
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10.2. Joint Agency Committee with City of Yorba Linda
(Collett / Beverage)
• Minutes of the meeting held October 20, 2015 at 10:00 a.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held November 17, 2015 at 10:00
a.m. at YL City Hall.
10.3. Interagency Meeting with City of Placentia and Golden State Water
(Melton / Kiley)
• Minutes of the meeting held September 29, 2015 at 2:00 p.m. were
provided in the agenda packet.
• Next meeting is scheduled to be held December 8, 2015 at 2:00
p.m. at Placentia City Hall.
11. INTERGOVERNMENTAL MEETINGS
Each of the Directors reported on their attendance at the following meetings.
11.1. ISDOC - October 22, 2015 (Collett/Kiley)
Directors Collett and Kiley were unable to attend this meeting due to a
schedule conflict.
11.2. YL Planning Commission - October 28, 2015 (Hawkins)
11.3. OCSD - October 28, 2015 (Kiley/Beverage)
11.4. YL City Council - November 3, 2015 (Beverage)
11.5. MWDOC Board - November 4, 2015 (Melton)
Director Melton was not present to report on his attendance at this
meeting.
11.6. OCSD Operations Committee - November 4, 2015 (Kiley/Beverage)
11.7. OCWD Board - November 4, 2015 (Collett)
Director Collet was unable to attend this meeting.
11.8. WACO - November 6, 2015 (Hawkins/Kiley)
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12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from November 13, 2015 — December 31, 2015
The Board reviewed the activity calendar and made no changes.
13. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
13.1. UWI Spring Conference - February 10-12, 2016
President Collett requested that consideration of Director attendance at
this conference be deferred until after the budget workshop meeting
scheduled November 19, 2015.
President Collett also briefly commented on an article in the OC Register
written by Ms. Joone Lopez, General Manager of the Moulton Niguel
Water District.
Vice President Beverage commented on some expandable flood barriers
which he'd recently acquired. Mr. DeCriscio indicated that staff had
purchased a few of these same barriers to test out.
14. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:48 a.m. All Directors in
attendance were present. Also present were Mrs. Knight, Messrs. Marcantonio,
Micalizzi, Kidman, and Gagen.
14.1. 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
Number of Potential Cases: One
The Board reconvened in Open Session at 9:48 a.m. President Collett
announced 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 9:48 a.m. A Board of Directors Workshop
Meeting has been scheduled for Thursday, November 19, 2015 at 3:00
p.m. The next Regular Board of Directors Meeting will be held
Wednesday, November 25, 2015 at 8:30 a.m.
Annie Alexander
Assistant Board Secretary
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