HomeMy WebLinkAbout2016-12-08 - Board of Directors Meeting Minutes 2016-225
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Thursday, December 8, 2016, 8:30 a.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The December 8, 2016 Regular Meeting of the Yorba Linda Water District Board
of Directors was called to order by Director Hawkins 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
Director Hawkins led the pledge.
3. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Andrew Hall, Director Marc Marcantonio, General Manager
Phil Hawkins, Director Steve Conklin, Engineering Manager
Brooke Jones, Director John DeCriscio, Operations Manager
Wayne Miller, Director Gina Knight, HR/Risk and Safety Manager
Al Nederhood, Director Delia Lugo, Finance Manager
Damon Micalizzi, Public Information Manager
Art Vega, Information Technology Manager
Annie Alexander, Executive Secretary
Cindy Botts, Water Consv Sup/Mgmt Analyst
Cat Erbacher, Water Conservation Rep
Laurie McAllaster, Records Mgmt Admin
Malissa Muttaraid, Public Affairs Representative
Rachel Padilla, Customer Service Supervisor
ALSO PRESENT
Andrew Gagen, Partner, Kidman Law LLP
Brett Barbre, Director, MWDSC and MWDOC
Gene Hernandez, Councilmember, City of Yorba Linda
Tom Lindsey, Mayor, City of Yorba Linda
4. ADDITIONS/DELETIONS TO THE AGENDA
Mr. Marcantonio indicated that a correction was needed in the staff report for
Item No. 8.2. Staff is recommending the purchase of one vehicle, not two.
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5. SEATING OF DIRECTORS
5.1. Reorganization of the Board of Directors and Appointment of Officers
Mr. Marcantonio explained that pursuant to the Board of Directors' Policies
and Procedures (Resolution No 16-12), a President and Vice President of
the Board shall be elected annually at the District's reorganization meeting
held at the first meeting of the Board in December of every year.
Additionally, the Board is required to appoint the Municipal Corporation
Officers of Secretary, Assistant Secretary, and Treasurer. Mr.
Marcantonio provided an overview of the powers and duties of the
aforementioned officers and noted that previously, he had been appointed
as Secretary, Ms. Alexander as Assistant Secretary, and Mrs. Lugo as
Treasurer.
Director Jones nominated Director Miller to serve as President. Director
Nederhood seconded the nomination. Director Hall suggested that for the
purposes of continuity, Director Hawkins serve as President.
The Board of Directors voted 5-0 to elect Director Miller as President for
the next calendar year.
Director Hawkins then turned the meeting over to President Miller as the
presiding officer.
Director Jones made a motion, seconded by Director Hawkins, to elect
Director Nederhood to serve as Vice President for the next calendar year.
Motion carried 5-0.
Director Hawkins made a motion, seconded by Director Jones, to appoint
Mr. Marcantonio as Secretary, Ms. Alexander as Assistant Secretary, and
Mrs. Lugo as Treasurer for the next calendar year. Motion carried 5-0.
6. INTRODUCTIONS AND PRESENTATIONS
6.1. MWDSC/MWDOC Director's Report
Director Barbre offered his congratulations to the new members of the
Board and stated that he would be making arrangements for a tour of the
Diemer Treatment Plant. He noted that YLWD was one of very few
agencies in the area with access to dual water sources. He also
commented on the City's decision to transfer responsibility for sewer
service to the District, the associated seat on Orange County Sanitation
District's (OCSD) Board of Directors, litigation related to the County of
Orange's bankruptcy, and previous legislation proposing the consolidation
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of Orange County water districts. Director Barbre then commented on the
California WaterFix, the State Water Resources Control Board's (SWRCB)
drought emergency regulations, various tours provided by MWDSC, and
responded to questions from the Board.
7. PUBLIC COMMENTS
Mayor Tom Lindsey congratulated the new Board members on their recent
election and commented on the sewer transfer and associated seat on OCSD's
Board. He then commented on his previous experience serving as the City's
liaison to the District, Director Barbre's knowledge and expertise, and the working
relationship between YLWD and the City of Yorba Linda. He also encouraged
the new Board to keep the joint agency committee meetings in place.
Councilmember Hernandez commended Director Barbre and expressed his
appreciation for MWDSC's educational tours. He also encouraged the new
Board to consider maintaining the joint agency committee meetings and praised
District staff. Councilmember Hernandez wished the new Board well and
commented on SWRCB's conservation mandate.
Mr. Kent Ebinger, resident, welcomed the new Board members and suggested
that the District post monthly financial statements on its website and consider
implementing an assistance program for low income customers.
Mr. Greg Schultz, resident, welcomed the new Board members and commented
on YLWD's awards for its budget and audit documents and remarks made by a
member of the public at the last meeting related to the District's financials. He
also suggested that the Board consider conducting its meetings in the evenings
and commented on previous requests from the public for the District to refund
revenue received from administrative penalties and the potential liability should
this occur.
Mr. Jon Hansen, resident, welcomed the new Board members and commented
on previous requests from the public for YLWD to provide a refund to District
customers, similar to what some insurance providers do at the end of the year.
He also remarked on the District's historical revenue and suggested
implementation of an assistance program for low income customers.
Mrs. Susan Decker, resident, thanked for the new Board members for their work
prior to being elected and commented on remarks attributed to her regarding the
District's financials.
Mrs. Julia Schultz, resident, welcomed the new Board and expressed her
concerns related to the election campaign. She also commended staff for their
work supporting the District's operations.
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Mr. Ben Parker, resident, complimented the new Board members for their
conduct during the election campaign.
8. CONSENT CALENDAR
Director Hawkins made a motion, seconded by Director Hall, to approve the
Consent Calendar with the correction to Item No. 8.2. Motion carried 5-0.
8.1. Payments of Bills, Refunds, and Wire Transfers
Recommendation: That the Board of Directors ratify and authorize
disbursements in the amount of$496,964,73.
8.2. Vehicle Replacement Purchase
Recommendation: That the Board of Directors authorize the General
Manager to purchase one two vehicles from George Chevrolet for the total
amount of$30,227.93.
8.3. Terms and Conditions for Water and Sewer Service with HQT HOMES 215, LLC.
Recommendation: That the Board of Directors approve the Terms and
Conditions for Water and Sewer Service with HQT HOMES 215, LLC., Job
No. 2016-14.
9. ACTION CALENDAR
9.1. Amendments to the District's Conflict of Interest Code
Mr. Marcantonio explained that the Political Reform Act requires every
local government agency to review its Conflict of Interest Code on a
biennial basis. Staff recently reviewed the District's code and identified
some minor revisions. Amendments must be submitted in the County's
eDisclosure System by December 30, 2016 and aren't considered to be in
effect until approved by the Orange County Board of Supervisors.
Director Hawkins made a motion, seconded by Director Hall, to approve
Resolution No. 16-22 Adopting a Conflict of Interest Code which
Supersedes all Prior Conflict of Interest Codes and Amendments
Previously Adopted. Motion carried 5-0 on a Roll Call vote.
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9.2. Establishment of Committees and Committee, Agency and
Intergovernmental Meeting Assignments
Mr. Marcantonio explained that pursuant to the Board of Directors' Policies
and Procedures (Resolution No. 16-12), the newly elected President was
responsible for making committee, agency, and intergovernmental
meeting assignments, subject to consent of the Board, following the
annual reorganization of the Board of Directors. Additionally, the purpose
of each established committee is to be reviewed by the Board, prior to
making these assignments, in order to determine their continuing
relevance. The previous Board established three joint/interagency
committees and one citizens advisory committee. Two Board members
will also need to be assigned to serve as Active and Alternate Directors for
the Orange County Sanitation District (OCSD) and historically, the
Directors have attended a number of intergovernmental meetings on a
regular basis. Mr. Marcantonio then provided an overview of the
Directors' compensation for attendance at these meetings and suggested
that requests for assignments be submitted to President Miller by
Wednesday, December 14, 2016. He noted that the Board could elect to
extend this process, however the assignments for OCSD would need to
be made as soon as possible in order to avoid a vacancy for an extended
period of time.
Director Hawkins suggested that the Directors e-mail their top three
choices to President Miller and that assignments be made at the next
regular Board meeting.
Mr. Gagen instructed the Board to e-mail their preferences directly to
President Miller and to copy Mr. Marcantonio, not any other members of
the Board.
Director Hawkins made a motion, seconded by Director Hall, that the
Board of Directors: (1) consider the currently established committees and
determine their continuing relevance; and (2) review the available
committee, agency and intergovernmental meeting assignments and
provide their preferences to President Miller by Wednesday, December
14, 2016. Motion carried 5-0.
9.3. Determination of Agency Designated Representative
Mrs. Knight explained that on October 27, 2016, the previous Board
designated the former Board President as the District's representative to
negotiate with the General Manager regarding his salary and benefits and
present a recommendation at a future meeting. On November 21, 2016,
the previous Board voted to have the new Board negotiate the terms of
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the General Manager's employment agreement. As the former designated
representative is no longer with the District, the new Board needs to
identify a replacement to continue negotiations with the General Manager.
Pursuant Government Code § 54957.6, this action will need to occur prior
to entering into Closed Session to discuss the General Manager's
employment agreement.
The Board briefly discussed the possibility of having more than one
designated representative, the negotiation process, and the benefits of
having general counsel serve as the designated representative.
Mrs. Knight clarified that the Board could change the designated
representative at any time if needed. However, that action would need to
take place during open session.
Mr. Gagen noted that any final decision on the proposed terms of the
General Manager's employment agreement would also need to take place
during open session.
Mr. Jon Hansen, resident, suggested that the Board consider designating
Director Hawkins and one of the new Board members as the District's
representatives. He asked if there would be an added cost should general
counsel serve as the District's designated representative.
Mr. Gagen provided an overview of services included in the District's
retainer and indicated that unless special research was necessary, the
costs associated with his potential service as the agency's designated
representative would be covered under same.
Mrs. Knight noted that comparative compensation information would be
provided to the Board.
Director Hawkins made a motion, seconded by Director Nederhood, to
appoint Mr. Andrew Gagen as the District's designated representative to
negotiate an amendment to the present employment agreement with the
General Manager. Motion carried 5-0.
President Miller declared a recess at 9:33 a.m.
The meeting was reconvened at 9:46 a.m.
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10. DISCUSSION ITEMS
10.1. Overview of the Ralph M. Brown Act and California Public Records Act
Mr. Gagen provided an overview of the Ralph M. Brown Act and touched
on the following topics: legislative intent of the Act; definition of a meeting;
exceptions to meetings; collective briefings; serial meetings; noticing
meetings; public participation in meetings; non-agenda items; closed
sessions; and remedies for Brown Act violations. During the presentation,
Mr. Gagen responded to questions from the Board regarding: Director
participation in facility inspection tours, conferences, seminars, other
agency meetings, etc.; and responding to public comments.
Mrs. Cristy Parker, resident, asked for clarification regarding the term
"open and publicized" in relation to community meetings.
Mr. Gagen explained that a majority of the Board may attend community
meetings that have been publicized and are open to the public. He then
responded to questions from the Board regarding the necessity for
Directors to declare whether they were representing themselves or the
District when participating in community meetings.
Mrs. McAllaster provided an overview of the California Public Records Act
and touched on the following topics: the purpose of the Act; deadlines for
response and disclosure as related to requests for records; receiving and
responding to requests; and the use of District versus personal e-mail
accounts. She then responded to questions from the Board regarding the
number of requests received during the calendar year, the types of
records requested, records available on the District's website, the District's
records management policy and records retention schedule, and the
handling of requests for sensitive records.
Mrs. Knight commented on the District's policy for handling DigAlert
requests, upcoming staff training on the records management policy, and
current litigation related to disclosure of personnel files.
Mrs. Cristy Parker, resident, commented on the cost for printing agenda
packets, ensuring that materials are legible when printed in black and
white, and the District's fees for paper copies of records.
Mrs. Knight and Mrs. Lugo commented on the District's costs associated
with providing paper copies of records.
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11. REPORTS, INFORMATION ITEMS, AND COMMENTS
11.1. Directors' Reports
Vice President Nederhood commented on a recent notice he'd received
from the District regarding roots growing in his sewer line. Mr. DeCriscio
provided an overview of the District's sewer line video inspection program
and Mr. Marcantonio commented on the issues cause by roots and wipes
in the District's sewer lines.
Director Hawkins welcomed the new Board members.
11.2. General Manager's Report
Mr. Marcantonio asked each of the managers to report on activities within
their respective departments.
Mr. Micalizzi reported that staff was working on correspondence to
SWRCB regarding the draft framework for long-term water conservation
measures. Staff is also planning to join a coalition in signing a related
letter being drafted by ACWA. Mr. Micalizzi noted that OCWD's Board
had adopted a resolution in support of the California WaterFix. Staff is
planning to bring a similar item to the Board for consideration at a future
meeting. The new Directors' bios have been published on the District's
website and their photos will follow shortly.
Vice President Nederhood asked about the need for displaying YLWD's
conservation target placards in the community and suggested placing a
similar visual indicator on the District's home page. Mr. Micalizzi
explained that staff was in the process of developing a communications
plan dependent on finalization of SWRCB's long-term conservation
measures. He then responded to questions from the Board regarding
content on the District's website and social media.
President Miller declared a recess at 11:00 a.m.
The meeting was reconvened at 11:17 a.m.
Mr. Conklin reported on the status of various construction projects
including the Waterline Replacement Project, Well 21 Project, Richfield
Road Water Main Project, Fairmont Booster Station Upgrade Project, and
the Well 22 Project. He noted that a public meeting regarding the
Esperanza Hills development project was scheduled later that same
evening at which a District representative would be present. Mr. Conklin
and Mr. Gagen then responded to questions from the Board regarding the
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developer's cost contribution and the water/sewer related facilities to be
constructed. Mr. Marcantonio briefly commented on the terms of the
District's agreement with the developer. Vice President Nederhood
suggested that more detailed information regarding the Esperanza Hills
project be posted on the District's website. Staff then responded to
questions from the Board regarding anticipated water demand and the
developer's conservation efforts.
Mr. DeCriscio stated he would defer his report to the next meeting as he
was preparing several items for the Board's consideration.
Mrs. Lugo reported that staff was working on calendar year-end tasks,
finalizing the RFP for auditing services, and upgrades to the District's
financial reporting system.
Mr. Vega offered his congratulations to the new Directors and reported on
staff's mitigation efforts related to an issue with the District's main phone
line and the number of blocked threats during the previous and current
month.
Mr. Marcantonio stated that in consideration of time, he would e-mail his
report to the Board. He then explained that historically, the Board
reviewed its compensation rate at the second regular meeting in
December each year. He requested direction from the Board as to when
they would prefer to consider this matter, either at the next meeting or
later in the year. Vice President Nederhood indicated that he wasn't going
to be present at the next meeting. Following brief discussion, the Board
determined to discuss this matter at the first regular meeting in January.
Mr. Marcantonio then welcomed and congratulated the new Board
members and stated that he was looking forward to working with them.
11.3. General Counsel's Report
Mr. Gagen indicated there was a need for Closed Session.
11.4. Future Agenda Items and Staff Tasks
Director Hall requested to add an item on the next agenda to discuss
changing the time of regular Board meetings.
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12. COMMITTEE REPORTS
12.1. Interagency Committee with MWDOC and OCWD
■ Next meeting is scheduled January 24, 2017 at 4:00 p.m.
12.2. Joint Agency Committee with City of Yorba Linda
■ Next meeting is yet to be scheduled.
12.3. Interagency Committee with City of Placentia and Golden State Water Company
■ Next meeting is yet to be scheduled.
12.4. Citizens Advisory Committee
■ Next meeting is scheduled January 23, 2017 at 8:30 a.m.
President Miller requested that an item be added to the next
agenda to discuss the Citizens Advisory Committee.
13. BOARD OF DIRECTORS ACTIVITY CALENDAR
13.1. Meetings from December 9, 2016 — January 31, 2017
The Board reviewed the activity calendar and made no changes.
14. CONFERENCES, SEMINARS, AND SPECIAL EVENTS
14.1 CASA Winter Conference — January 18-20, 2017
UWI Spring Conference — February 8-10, 2017
CSDA Leadership Academy Conference — February 26 — March 1, 2017
Mr. Marcantonio noted that Director's participation in the CSDA
Leadership Academy would help the District maintain its SDLF Districts of
Distinction accreditation.
Director Hawkins made a motion, seconded by Director Hall, to approve
Director attendance at these events if desired. Motion carried 5-0.
Mr. Marcantonio provided an overview of the content presented during the
CASA and UWI conferences.
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President Miller reported on his attendance at the ACWA fall conference.
Mr. Marcantonio briefly commented on restrictions in Proposition 218 that
preclude the District from offering an assistance program for low income
customers at this time. Mrs. Lugo indicated that some Districts are able to
support these types of programs as they receive a substantial amount of
non-operating revenue from other sources whereas YLWD does not.
The Board of Directors meeting was adjourned to the Public Financing Corporation
meeting at 12:03 p.m.
(Minutes of the Public Financing Corporation meeting have been recorded separately.)
The Public Financing Corporation meeting was adjourned and the Board of Directors
meeting was reconvened at 12:07 p.m.
15. CLOSED SESSION
The meeting was adjourned to Closed Session at 12:08 p.m. All Directors in
attendance were present. Also present were Messrs. Gagen and Marcantonio.
15.1. Conference with Legal Counsel — Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) of Section 54956.9 of the
California Government Code
Name of Case: Julie Lonsdale vs. Yorba Linda Water District (OC
Superior Court — Case No. 00808246)
15.2. Conference with Legal Counsel — Existing Litigation
Pursuant to Paragraph (1) of Subdivision (d) 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)
Mr. Marcantonio left the Closed Session at this time.
15.3. Public Employee Performance Evaluation
Pursuant to Section 54957 of the California Government Code
Title: General Manager
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15.4. Conference with Labor Negotiators
Pursuant to Section 54957.6 of the California Government Code
Agency Designated Representative: Mr. Andrew Gagen, Legal Counsel
Unrepresented Employee: General Manager
The Board reconvened in Open Session at 12:49 p.m. No action was taken
during Closed Session that was required to be reported under the Brown Act.
16. ADJOURNMENT
16.1. The meeting was adjourned at 12:50 p.m. The next Regular Board of
Directors Meeting will be held Thursday, December 22, 2016 at 8:30 a.m.
Annie Alexander
Assistant Board Secretary
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