HomeMy WebLinkAbout2016-09-08 - Board of Directors Meeting Minutes 2016-169
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, September 8, 2016, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The September 8, 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
Director Kiley 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
Bob Kiley John DeCriscio, Operations Manager
Gina Knight, Human Resources/Risk Manager
DIRECTORS ABSENT Damon Micalizzi, Public Information Manager
Phil Hawkins Art Vega, Information Technology Manager
Gary Melton Annie Alexander, Executive Secretary
Cindy Botts, Water Cons Supv/Mgmt Analyst
Laurie McAllaster, Records Mgmt Admin
Kelly McCann, Senior Accountant
ALSO PRESENT
Andrew Gagen, Partner, Kidman Law LLP
Brett Barbre, Director, MWDSC and MWDOC
Gene Hernandez, Councilmember, City of Yorba Linda
Cyrus Torabi, Attorney, Stradling Yocca Carlson & Rauth
4. ADDITIONS/DELETIONS TO THE AGENDA
None.
5. INTRODUCTIONS AND PRESENTATIONS
5.1. MWDSC/MWDOC Director's Report
None.
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6. PUBLIC COMMENTS
Mr. Al Nederhood, resident, commented on the FYS 2015/16 and 2016/17
budgets, the water rate increase, anticipated penalties from the State, and
revenue received in FY 2015/16. He also remarked on the budgeted amounts for
water related costs and supplies and services in the FY 2016/17 budget, as well
as the recall election.
Mr. Brooke Jones, resident, commented on the anticipated shortfall due to the
drought, the water rate increase and its impact on customers with fixed incomes
and large lots, and the potential impact of the Anaheim Sustainability Center on
nearby residences, the Santa River and groundwater in the area.
Mr. Ed Rakochy, resident, commented on a previous edition of the District's
newsletter regarding the water/sewer rate change, the State's conservation
mandates and impact on YLWD's budget. He also commented on a statement
attributed to President Collett, the FY 2016/17 budget, the District's financial
reports, and discrepancies related to the value of YLWD's infrastructure.
7. CONSENT CALENDAR
Director Kiley made a motion, seconded by Director Beverage, to approve the
Consent Calendar. Motion carried 3-0-0-2 with Directors Hawkins and Melton
being absent.
7.1. Minutes of the Board of Directors Special Meeting held June 23, 2016
Recommendation: That the Board of Directors approve the minutes as
presented.
7.2. Minutes of the Board of Directors Regular Meeting held June 23, 2016
Recommendation: That the Board of Directors approve the minutes as
presented.
7.3. Reschedule Board Meeting in November
Recommendation: That the Board of Directors reschedule the regular
meeting on Thursday, November 24, 2016 to Wednesday, November 23,
2016 at 8:30 a.m.
7.4. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$584,984.55.
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7.5. Declaration of Restrictive Covenants with Yorba Linda Apartments, RRE
Yorba Linda Holdings, LLC.
Recommendation: That the Board of Directors authorize the President
and General Manager to execute the Declaration of Restrictive Covenants
with the Yorba Linda Apartments.
8. ACTION CALENDAR
8.1. Revenue Refunding Bonds, Series 2016A
Mr. McCann explained that in January 2016, the Board had determined to
move forward with advance refunding of the 2008 Certificates of
Participation (COP). In order to formally begin the process, the Board will
need to adopt a resolution and approve the execution of certain
documents. Copies of these documents were included in the agenda
packet with the exception of the Preliminary Official Statement. The latter
was provided to the Board and made available to the public prior to the
meeting. Mr. McCann then introduced Mr. Cyrus Torabi, the District's
bond counsel, who explained the purpose of the related documents. Mr.
McCann and Mr. Torabi then responded to questions from the Board
regarding the escrow process and the District's estimated savings.
Mr. Al Nederhood, resident, commented on the estimated savings, the life
of the bonds, revising the FY 2016/17 budget, and the upcoming recall
' election.
Mr. Ed Rakochy, resident, commented on a draft document made
available on the District's website, the District's previous attempt to move
forward with the refunding process, and the prior and current estimated
savings.
Director Beverage made a motion, seconded by Director Kiley, to adopt
Resolution No. 16-17 Authorizing the Issuance Not to Exceed
$28,000,000 Refunding Revenue Bonds, Series 2016A and Approving the
Execution of Certain Documents in Connection Therewith and Certain
Other Matters. Motion passed 3-0-0-2 on a roll call vote with Directors
Hawkins and Melton absent.
8.2. Vehicle Replacement Purchasesfor the Engineering and Operations
Departments
Mr. DeCriscio explained that the FY 2016/17 budget included funding for
the replacement of two vehicles. Following evaluation of the Engineering
and Operations departments' needs, staff obtained quotes from multiple
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dealerships and is recommending that both vehicles be purchased from
the low bidder. The cost of one vehicle will be offset by approximately
$10K as it was involved in an accident and declared a total loss by the
District's insurance provider.
Director Beverage made a motion, seconded by Director Kiley, to
authorize the General Manager to purchase two vehicles from George
Chevrolet for the total amount of $56,383. Motion carried 3-0-0-2 with
Directors Hawkins and Melton being absent.
9. DISCUSSION ITEMS
9.1. Financial Scenarios Related to Line of Credit, Certificates of Participation,
Reserves, and Water Rates
Mrs. Botts stated that staff was presenting additional financial scenarios
as requested by the Board at the last meeting. She noted that Raftelis
had adjusted the financial model and that the second slide of the
presentation had been revised. Mrs. Botts explained that there were 5
scenarios that included one or more of the following factors: reduction of
the water rate for 1" meters; future annual rate increases; payoff of certain
debts; and reducing capital reserves. She then reviewed the baseline and
each of the scenarios and responded to questions from the Board
regarding the impact on the District's debt ratio and reserves. She also
clarified that each of the scenarios included projected costs for approved
capital improvement projects through FY 2021.
Mr. Brooke Jones, resident, commented on the Fairmont Booster Pump
Station Upgrade Project and potential developer contributions associated
with a proposed development project.
Mr. Al Nederhood, resident, commented on the slides contained in the
presentation, the impact on reserves as reflected in the scenarios, and
revenue received in FY 2015/16.
10. REPORTS, INFORMATION ITEMS, AND COMMENTS
10.1. President's Report
None.
10.2. Directors' Reports
■ UWI Annual Conference —August 24-26, 2016 (Kiley)
Director Kiley provided a brief report on his attendance at this
event.
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10.3. 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 various construction projects
including the Waterline Replacement Project, Well 21 Project, and
Richfield Road Water Main Project.
Mr. DeCriscio reported that staff had recently participated in fire hydrant
maintenance training and responded to questions from the Board
regarding the difference between dry and wet barrels, associated training
for firefighters, and the District's hydrant and valve maintenance
programs.
Mr. McCann reported that staff had received the draft Comprehensive
Annual Financial Report (CAFR) from the auditors and that no year-end
adjustments were necessary. He stated that staff would be preparing the
CAFR for future submission to the Government Finance Officers
Association and that Mr. Nitin Patel from White Nelson Diehl Evans would'
be attending the meeting scheduled October 13, 2016 to present it to the
Board.
Mr. Vega reported on the resolution of an issue with one of the District's
major software programs and the number of blocked threats during the
previous month.
Mr. Micalizzi reported on conservation trends during the month and topics
discussed during a water shortage contingency workshop and other
meetings he had attended. He and Mr. Marcantonio then reported on the
status of legislative affairs and potential revisions to the State's
conservation regulations.
Mrs. Knight reported on staff's activities related to updating and
developing various policies.
Mr. Marcantonio noted that while the Anaheim Sustainability Center would
not be located within the District's service area, staff had contacted
OCWD to obtain information regarding potential impact on the
groundwater basin.
10.4. General Counsel's Report
None.
10.5. Future Agenda Items and Staff Tasks
None.
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11. COMMITTEE REPORTS
11.1. Interagency Committee with MWDOC and OCWD
(Collett / Melton)
• Next meeting is scheduled September 27, 2016 at 4:00 p.m.
11.2. Joint Agency Committee with City of Yorba Linda
(Collett / Beverage)
• Minutes of the meeting held August 23, 2016 at 11:00 a.m. were
provided in the agenda packet.
• Next meeting scheduled September 20, 2016 at 10:00 a.m. at YL
City Hall.
11.3. Interagency Committee with City of Placentia and Golden State Water Co.
(Collett / Kiley)
• Next meeting is yet to be scheduled.
11.4. Citizens Advisory Committee
(Melton)
• Minutes of the meeting held August 29, 2016 at 8:30 a.m. were
provided in the agenda packet. Director Beverage briefly
commented on matters discussed during the meeting.
• Next meeting is scheduled September 26, 2016 at 8:30 a.m.
12. INTERGOVERNMENTAL MEETINGS
The Directors and staff reported on their attendance at the following meetings.
12.1. YL City Council — September 6, 2016 (Beverage)
12.2. MWDOC Board — September 7, 2016 (Staff)
12.3. OCSD Operations Committee — September 7, 2016 (Kiley/Beverage)
12.4. OCWD Board — September 7, 2016 (Collett)
13. BOARD OF DIRECTORS ACTIVITY CALENDAR
13.1. Meetings from September 9, 2016 — October 31, 2016
The Board reviewed the activity calendar and made no changes.
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14. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
14.1. AWWA-CA-NV Annual Conference — October 24-27, 2016
ACWA/JPIA Fall Conference — November 28-29, 2016
ACWA Fall Conference — November 29-December 2, 2016
Director Kiley made a motion, seconded by Director Beverage, to approve
Director attendance at these events if desired. Motion carried 3-0-0-2 with
Directors Hawkins and Melton being absent.
15. CLOSED SESSION
The meeting was adjourned to Closed Session at 9:58 a.m. All Directors in
attendance were present. Also present were Messrs. Gagen, Marcantonio, and
Micalizzi and Mrs. Knight.
15.1. Conference with Legal Counsel — Pending Litigation
Pursuant to Subdivision (a) of Section 54956.9 of the California
Government Code
Name of Case: Kent Ebinger and Yorba Linda Taxpayers Association
vs. Yorba Linda Water District (OC Superior Court —
Case No. 00829548)
15.2. Conference with Legal Counsel — Pending Litigation
Pursuant to Subdivision (a) of Section 54956.9 of the California
Government Code
Name of Case: Irvine Ranch Water District vs. Orange County Water
District (OC Superior Court— Case No. 00858584)
15.3. Conference with Legal Counsel — Pending Litigation
Pursuant to Subdivision (a) of Section 54956.9 of the California
Government Code
Name of Case: City of Anaheim et al. vs. Cohen et al. (3rd Appellate
District — Case No. C091918, OC Superior Court —
Case No. 34-2013-80001529)
The Board reconvened in Open Session at 10:36 a.m. No action was taken
during Closed Session that was required to be reported under the Brown Act.
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16. ADJOURNMENT
16.1. The meeting was adjourned at 10:37 a.m. The next Regular Board of
Directors Meeting will be held Thursday, September 22, 2016 at 8:30 a.m.
Annie Alexander
Assistant Board Secretary
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