HomeMy WebLinkAbout2016-06-23 - Board of Directors Meeting Minutes (B) 2016-110
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, June 23, 2016, 8;30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The June 23, 2016 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
Mike Beverage, Vice President Steve Conklin, Engineering Manager
Phil Hawkins Gina Knight, Human Resources/Risk Manager
Bob Kiley Delia Lugo, Finance Manager
Gary Melton Damon Micalizzi, Public Information Manager
Art Vega, Information Technology Manager
Javier Martinez, Water Production Superintendent
Laurie McAllaster, Records Mgmt Administrator
Marcus Millen, Records Mgmt Specialist
ALSO PRESENT
Andrew Gagen, Partner, Kidman Law LLP
Gene Hernandez, Councilmember, City of Yorba Linda
4. ADDITIONS/DELETIONS TO THE AGENDA
Mr. Marcantonio requested to add the following item to the agenda as there was
a need to take immediate action and the need for action came to staff's attention
subsequent to the agenda being posted.
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at&30 a.m. 1
2016-111
8.4 Request for Letter of Support for City of Anaheim's Prop 1
Stormwater Improvement Grant Application
Recommendation: That the Board of Directors review the attached
draft letter of support, provide any necessary revisions to the letter,
direct the General Manager to prepare and sign the letter of support
and forward it to the City of Anaheim.
An agenda report related to this item was previously distributed to the Board and
made available to the public.
Director Beverage made a motion, seconded by Director Hawkins, to add Item
No. 8.4. to the agenda. Motion carried 5-0.
5. INTRODUCTIONS AND PRESENTATIONS
5.1. MWDSC/MWDOC Director's Report
None.
6. PUBLIC COMMENTS
None.
7. CONSENT CALENDAR
Director Beverage made a motion, seconded by Director Hawkins, to approve the
Consent Calendar. Motion carried 5-0.
7.1. Minutes of the Board of Directors Regular Meeting held May 26, 2016
Recommendation: That the Board of Directors approve the minutes as
presented.
7.2. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$1,112,482.81.
8. ACTION CALENDAR
8.1. Appropriations Limit for Fiscal Year 2016/17
Mrs. Lugo explained that each year, the District must adopt the
Appropriations Limit and factors used to calculate this number, in
accordance with Proposition 13, Government Code 7900 and Article XIIIB
of the California Constitution. The Appropriations Limit assures that
government agencies do not assess and collect taxes in excess of the
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at 8:30 a.m. 2
2016-112
controlled limits. The District receives a relatively small amount of
revenue from property taxes annually which is historically well below the
Appropriates Limitation each year. The District's budgeted property tax
revenue for FY 2016/17 is $1,450,000, which is substantially lower than
the calculated limitation of $6,728,584. Therefore, there are no excess
appropriations to be returned to the taxpayers. Mrs. Lugo then responded
to questions from the Board regarding the District's property tax revenue
in FY 2015/16 and the assessment process.
Director Beverage made a motion, seconded by Director Kiley, to approve
Resolution No. 16-07 Adopting the Appropriations Limit for Fiscal Year
2016/17. Motion carried 5-0 on a Roll Call vote.
Mrs. Lugo noted that as required by law, YLWD's appropriations limit
calculation had been posted in the lobby and on the District's website for
two weeks prior to the meeting.
8.2. Financial Reserves Policy for Fiscal Year 2016/17
Mrs. Delia explained that the proposed policy was substantially the same
as the prior years with the exception of the addition of a new reserve and
an updated account balance. Target levels for previously established
reserves would remain the same and the new Conservation Reserve
would be funded by the net result of assessed administrative penalties
less allowed expenditures each fiscal year. The Conservation Reserve
will be used for District efforts related but not limited to, employee salaries
and materials for conservation and leak detection, as well as other
allowable expenses outside the normal cost of service. President Collett
asked about the possibility of having a third party review the District's
reserve amounts and commented on the City of Yorba Linda's reserve
amounts. At the request of Director Melton, Councilmember Hernandez
provided an overview of the City of Yorba Linda's reserves. Mr.
Marcantonio suggested that the District's financial advisors provide
additional information to the Board regarding appropriate reserve levels
and commented on other agencies methods for calculating reserves.
Director Beverage commented on previous recommendations provided by
the District's financial advisors related to reserves. Additional discussion
regarding restricted and dedicated reserves as well as the relationship
between reserves and bond ratings followed. President Collett requested
that staff come back to the Board with a proposal for a third party review of
the District's reserve policy. Director Beverage suggested that this matter
be discussed at a future workshop meeting.
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at 8:30 a.m. 3
2016-113
Director Kiley made a motion, to approve Resolution No. 16-08 Adopting
the Financial Reserves Policy for Fiscal Year 2016/17 and Rescinding
Resolution No. 15-14.
Mrs. Lugo noted that representatives from Fieldman Rolapp were willing to
work with the District to establish a new reserves policy based on Raftelis'
recommendations contained in the water/sewer rate study. However,
Fieldman Rolapp has recommended that the District postpone revising its
reserves policy until it is able to contribute to each of the reserves on an
annual basis as recommended. President Collett reiterated the
importance of having a third party review of the District's reserves policy.
Director Hawkins seconded the motion which carried 5-0 on a roll call
vote.
8.3. California Special Districts Association (CSDA) 2016 Board Elections
Mr. Marcantonio explained that the Board had the opportunity to vote for a
candidate in the upcoming CSDA 2016 Board Election. Each of CSDA's
six networks has three seats on the Board. Mr. Bill Nelson from the
Orange County Cemetery District is running for re-election for Seat B in
the Southern Network along with Mr. John DeMonaco from the Chino
Valley Independent Fire District and Mr. Ronald Coats from the East
Valley Water District.
Director Hawkins made a motion, seconded by Director Melton, to vote for
Mr. Bill Nelson from the Orange County Cemetery District in the CSDA
2016 Board Election for Seat B in the Southern Network. Motion carried
5-0.
8.4. Request for Letter of Support for City of Anaheim's Prop 1 Stormwater
Improvement Grant Application
Mr. Steve Conklin explained that staff from the City of Anaheim had
requested a letter of support for their agency's Stormwater Grant
Application to the State for a project located near Richfield Road and La
Palma Avenue. The project is designed to help alleviate flooding in the
area and contribute to the reliability of the local groundwater supply by
diverting stormwater to OCWD's recharge facilities which would otherwise
be lost to the Santa Ana River and the Pacific Ocean. A copy of the draft
letter and OCWD's letter of support were included in the agenda packet.
Mr. Conklin then responded to questions from the Board regarding the
location of the proposed project.
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at 8:30 a.m. 4
2016-114
Director Beverage made a motion, seconded by Director Kiley, to approve
the letter of support as presented and direct the General Manager to
execute and forward it to the City of Anaheim. Motion carried 5-0.
9. REPORTS, INFORMATION ITEMS, AND COMMENTS
9.1. President's Report
None.
9.2. Directors' Reports
Director Hawkins commented on the new watering schedule and how fast
his lawn turned from brown to green in a two-week period. President
Collett noted that he'd experienced the same and asked about the daily
production trends. Mr. Martinez provided an overview of June's daily
production as compared to the same month last year and noted that there
had been an approximate 10% increase. Mr. Marcantonio clarified that
the increase was in production not consumption and that staff had recently
augmented reservoir levels due to weather conditions. Director Beverage
commented on the number of people in his neighborhood who were
unaware of the new watering schedule.
9.3. General Manager's Report
Mr. Marcantonio asked each of the managers or their designees to
provide a report regarding activities within their respective departments.
Mr. Conklin reported on the status of the Richfield Road and Well 21
projects and responded to questions from the Board regarding potholing
activities on Richfield Road.
Mr. Martinez provided a report on behalf of Mr. John DeCriscio. He
commented on the increased number of AMS leaks recently detected
through the District's water loss prevention program. In light of this
upsurge, two additional leak crews have been formed. He also reported
on the percentage of groundwater versus import water being utilized.
Mrs. Lugo reported that Finance staff were working on preparation of the
budget and the ongoing audit. She noted that Wells Fargo had
determined to delay consideration of extending the District's line of credit
until mid-July.
Mr. Vega reported that a hard drive on one of the servers had failed. He
provided an overview of staff's mitigation efforts and commented on the
number of blocked threats to the District's computer network over the past
two months.
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at 8:30 a.m. 5
2016-115
Mr. Micalizzi reported that the State had recently approved the District's
self-certification conservation standard of 0%. Included in the application
was a listing of the Districts mechanisms supporting a higher level of
conservation, one of which is the 10% water use reduction goal
associated with Stage 1 of YLWD's Conservation Ordinance. At the
request of President Collett, Mr. Micalizzi clarified that this meant the
District had self-certified that it would have adequate water supplies for 3
more dry years, not that conservation efforts would be discontinued. Mr.
Micalizzi also provided an overview of staff's efforts to notify customers of
the new water schedule and the status of various legislative matters. He
further noted that the next issue of the newsletter would be out to
customers in the next few days and commented on local media interest in
the outcome of pending litigation. Messrs. Martinez, Marcantonio, and
Conklin then responded to questions from the Board regarding staff's
efforts associated with Red Flag events and ongoing fire risk mitigation
activities. Mr. Micalizzi and Mr. Marcantonio also responded to questions
from the Board regarding the City's and School District's expected bounce
back in water consumption.
Mrs. Knight reported that staff had been successful in obtaining a wellness
grant for $2,000 from ACWA/JPIA. She also noted that required staff had
participated in annual hearing testing for which there was no shift in the
results as compared to the previous years. Additionally, staff is in the
process of reviewing approximately 250 applications for an open position
in Customer Service as well as working on the upgrade to Laserfiche
Avante.
Mr. Marcantonio reported that MWDOC's Board of Directors had approved
a county-wide conservation goal of 10% which aligns with the District's
current conservation goal of 10%. He also provided an overview of new
litigation filed by IRWD against OCWD.
9.4. General Counsel's Report
None.
9.5. Future Agenda Items and Staff Tasks
None.
10. COMMITTEE REPORTS
10.1. Interagency Committee with MWDOC and OCWD
(Collett / Melton)
• Next meeting is scheduled July 26, 2016 at 4:00 p.m.
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at 8:30 a.m. 6
2016-116
10.2. Joint Agency Committee with City of Yorba Linda
(Collett / Beverage)
• Minutes of the meeting held May 31, 2016 at 9:00 a.m. were
provided in the agenda packet.
• Next meeting is scheduled June 28, 2016 at 9:00 a.m. at YL City
Hall.
10.3. Interagency Committee with City of Placentia and Golden State Water Co.
(Collett / Kiley)
• Minutes of the meeting held May 9, 2016 at 3:00 p.m. were
provided in the agenda packet.
• Next meeting is yet to be scheduled.
10.4. Citizens Advisory Committee
(Melton)
• Next meeting is scheduled June 27, 2016 at 8:30 a.m.
11. INTERGOVERNMENTAL MEETINGS
The Directors and staff reported on their attendance at the following meetings.
11.1. MWDOC Board — June 15, 2016 (Melton)
11.2. OCWD Board - June 15, 2016 (Kiley)
11.3. YL Planning Commission - June 15, 2016 (Melton)
Director Melton was unable to attend this meeting.
11.4. YL City Council - June 21, 2016 (Collett)
11.5. OCSD Board - June 22, 2016 (Kiley/Beverage)
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from June 24, 2016 — July 31, 2016
The Board reviewed the activity calendar and made no changes.
Minutes of the YLWD Board of Directors Regular Meeting Held June 23,2016 at 8:30 a.m. 7
2016-117
13. ADJOURNMENT
13.1. The meeting was adjourned at 9:49 a.m. A Special Board of Directors
Meeting has been scheduled Thursday, July 7, 2016 at 8:30 a.m. The
next Regular Board of Directors Meeting will be held Thursday, July 14,
2016 at 8:30 a.m.
Marc Marcantonio
Board Secretary
Minutes of the YLWD Board of Directors Regular Meeting Held June 23, 2016 at 8:30 a.m. 8