HomeMy WebLinkAbout1992-07-09 - Board of Directors Meeting MinutesPage s>LL
July 9, 1992
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
July 9, 1992
The July 9, 1992, Regular Meeting of the Yorba Linda Water District Board of Directors was
called to order by Paul R. Armstrong, President, at 8:30 a.m. The meeting was held at the
District Headquarters located at 4622 Plumosa Drive, Yorba Linda.
Directors present at Roll Call:
President Paul R. Armstrong
Vice President Sterling L. Fox
Arthur C. Kom
Carl T. Scanlin
Directors absent at Roll Call:
Roy Knauft, Jr.
Visitors Present:
None.
Staff present:
William Robertson, Secretary/General Manager
Arthur G. Kidman, General Counsel
Barbara Bower, Secretary to the General Manager
Charles Gray, Engineering Manager
Ray Harsma, Operations Superintendent
Beverly Meza, Acting Business Manager
Michael Payne, Assistant General Manager
Michael Robinson, Assistant Administrator
Ken Vecchiarelli, Senior Engineering Technician
INTRODUCTION OF VISITOR AND PUBLIC PARTICIPATION
Item 1. Introduction of new employee, Ken Vecchiarelh, Senior Engineering Technician.
Charles Gray, Engineering Manager, introduced Ken Vecchiarelh to the Board of Directors. On
behalf of the Board, President Armstrong welcomed Mr. Vecchiarelli to the District.
CONSENT CALENDAR
Prior to voting on the Consent Calendar, President Armstrong noted that Mr. Payne's name is
typed on the signature page attached to Progress Payment 18 in Item No. 5 and it should be
changed to Mr. Gray. Mr. Gray responded that the next, and subsequent, Progress Payments
will reflect the correction.
On a motion by Director Korn, seconded by Director Scanlin, the Board of Directors voted 4-0 to
approve Consent Calendar as follows:
Item 2. Minutes of the Regular meeting of June 25, 1992.
Item 3. Authorization for the Directors to leave the State of California prior to next meeting.
Item 4. Payment of bills, payroll and refunds in the amount of $631,737.26 on Check Nos.
11523 though 11608; and Payroll Check Nos. 3501 through 3566.
Item 5. Approval of Progress Payment No. 18 to BFI Constructors in the amount of
$12,375.00 for the construction of the Elk Mountain Reservoir, and authorize staff to deposit
$1,375.00 with Escrow Agent El Dorado Bank as a substitute for retention earnings, Job 8918.
Sc;'6 7
Page 7
July 9, 1992
Item 6. Approval of an Progress Payment No. 12 in the amount of $167,332.50; Change
Order No. 10, decreasing the contract price in the amount of $3,036.25 and Change Order No.
11, decreasing the contract price in the amount of $25,840.25 for construction of the Camino De
Bryant Reservoir, Job 8935.
Item 7. Approval of an increase of $30,788.00 for construction management and inspection
services with ASL Consultants, Incorporated for the Camino De Bryant Reservoir, Job 8935.
Item 8. Approval to release the Guarantee Bonds with the Developers for Parcel Map Numbers
84-1077 and 88-217.
Item 9. Acceptance of the Treasurer's Report for May 31, 1992.
ACTION CALENDAR
Item 10. Consideration of approval of Agreements for construction, construction management/
inspection, and soils and materials testing services for the Lomas De Yorba Booster Station.
Charles Gray, Engineering Manager, reported the District received 18 bids for construction of the
Booster Station project. The low bidder is Taymech Corporation who built the District's
Santiago Reservoir Booster Station. Mr. Gray reported the District solicited three proposals for
construction management and inspection services but only two firms responded. ASL
Consultants will provide the best services at the lowest overall price. Lastly, Mr. Gray reported
the District solicited proposals for soils and materials testing services and reviewed the process
by which staff determines the lowest overall price. ICG Incorporated will provide the best
services at the lowest overall cost.
There was a discussion regarding time to construct the Booster Station. Mr. Gray reported
construction will take one year, which is not a problem to the District, and it will be running by
next summer.
On a motion by Director Korn, seconded by Vice President Fox, the Board of Directors voted 4-
0 to: 1) Award a Booster Station construction contract to Taymech Corporation in the amount of
$377,830.00 and authorize the President and Secretary to execute the contract subject to review
and approval as to form by General Counsel; 2) Return bid security bonds to the other
contractors following execution of the contract by the District; 3) Authorize the President and
Secretary to execute consultant contracts with: a) ASL Consulting Engineers for construction
management and inspection services in the amount not to exceed $52,500.00, and b) ICG
Incorporated for soils and materials testing services at the fees and rates specified in their
proposal.
Item 11. Consideration of the Financial Statements for the eleven months ended May 31, 1992.
Beverly Meza, Acting Business Manager, reviewed the May 31, Financial Statements with the
Board of Directors. Ms. Meza reported that net income in the Water Fund decreased as of May
31, however, preliminary data for June indicate net revenue is close to projections identified in
the adopted 1992-93 Budget.
On a motion by Director Scanlin, seconded by Director Korn, the Board of Directors voted 4-0 to
accept the Financial Statements for the eleven months ended May 31, 1992.
Item 12. Consideration of Item 12 was deferred until after Item 16 to wait for Director Knauft.
Item 13. Consideration of refinancing the 1979 Allen-McColloch Pipeline Bonds. Prior to
discussion, Director Korn declared that he is Trustee of a Revocable Family Trust which holds
AMP Bonds and asked General Counsel for a ruling on a possible conflict of interest. Mr.
Arthur G. Kidman, District General Counsel, discussed the conflict of interest code, reported the
Page
12=9 -
July 9, 1992
law is unclear as to the definition of Trustees for Revocable Family Trust's, and he would have
to review the Trust agreement to make a specific ruling. Director Korn reported he did not have
the Trust agreement with him, therefore, he declared a conflict of interest, did not participate in
further discussion and abstained from voting on this matter.
Mike Payne, Assistant General Manager, conducted an audio/visual presentation on the Allen-
McColloch Bonds refinancing proposal and reviewed details of three alternatives:
(1) Pay off existing bonds. Mr. Payne reported that under this alternative the cost to pay off
existing bonds is $1,303,429. TIC and Santiago Water District owe less than $10,000 each so
they will pay off their existing AMP bonds. Mr. Payne did not recommend this alternative
because it unnecessarily draws down construction funds needed to build projects. Director Fox
requested clarification of the staffs position. Mr. Payne responded that to pay off existing bonds
would draw down the I.D.-1 and I.D.-2 construction funds when those funds are better used to
finance construction of new facilities, and the Western Service Capital Improvement/Replacement
Fund will be needed to construct facilities identified in the Five Year Plan.
(2) Continue with fixed interest rate financing already in place. Mr. Payne reported that under
this alternative the District would not participate in the AMP refinancing and continue with the
current annual lease payments. The current bonds have a fixed interest rate of 7.3% and are not
assumable so Met would be forced to secure new financing when the take over the AMP. Mr.
Payne did not recommend this alternative because of the high annual cost relative to Alternative
#3 and Met did not prefer this alternative. One agency prefers this alternative.
(3) Participate in low interest adjustable rate refinancing. Mr. Payne reported that under this
alternative the AMP bonds would be refinanced with an adjustable rate loan which currently have
an interest rate of about 3.5% and the bonds can be assumed by Met. If, as and when the interest
rate equal 6.0% then MWDOC is to take action to fix the loan or pay off the bonds. Mr. Payne
reported that lease payments would be made monthly instead of semi-annually. Mr. Payne also
reported the District will save about $20,000 per year with this alternative and the majority of
AMP agencies prefer this alternative.
Director Knauft arrived at 9:08 a.m. during discussion of Item 13.
There was a general discussion about MWDOC's issuance costs, annual savings, that the
District's guaranteed Hydraulic Grade Line is unaffected by the bond refinancing, and the Official
Statement references location of the District in relation to Disneyland. President Armstrong
requested a change in Resolution 92-18 to rescind the prior Resolution, or minute order, which
approved District signature of the Sub-Lease agreement.
On a motion by Vice President Fox, seconded by Director Scanlin, the Board of Directors voted
4-0-1, Director Korn abstained, to adopt Resolution No. 92-18 Rescinding Conflicting
Resolutions, or Minute Orders, Approving an Amended and Restated Sublease with Municipal
Water District of Orange County Relating to the Allen-McColloch Pipeline and Authorizing Use
of Information in an Official Statement; and authorized the President and Secretary to execute the
Amended and Restated Allen-McColloch Pipeline Sublease Agreement, subject to review and
approval as to form by District General Counsel.
Item 14. Consideration of drinking fountain at the Nixon Library. Prior to discussion,
Director Knauft declared that he is on the Nixon Library Board of Directors, did not participate in
further discussion and abstained from voting on this matter. William Robertson, General
Manager, reported that when the Board approved a budget of $6,000 for this project, they orally
requested that staff not spend the full budget. Mr. Robertson went on to report that the final
Page
July 9, 1992
estimate is $3,500 compared to a budget of $6,000. Mr. Robertson requested direction from the
Board, and if the Board wanted to proceed then they must define the public purpose for the
fountain as part of the motion.
The Board discussed using District funds for activities such as community parades and other
public events; costs for this fountain are higher than anticipated; funding this type of project with
the possibility that property tax revenue may be taken away; lack of drinking fountains in City
parks; and, possible District participation on installation of fountains in public parks and/or
District facilities. The Board concluded that it was not interested in spending $3,500 for this
project at this time.
On a motion by President Armstrong, seconded by Director Korn, the Board of Directors voted
4-0-1, Director Knauft abstained, to not participate in installation of a drinking fountain at the
Nixon Library at this time, and that the Board will instruct staff when this matter is to be
considered again.
President Armstrong declared a recess beginning at 9:27 a.m. The meeting reconvened at 9:33
a.m. with all directors and staff members present.
DISCUSSION CALENDAR
Item 15. Emergency response following the June 25, 1992 earthquakes. Mr. Robertson
distributed an Earthquake Preparedness pamphlet prepared by ACWA. In addition, Mr.
Robertson reported the water and sewer systems did not experience any problems resulting from
the June 25, earthquakes.
This item was for information only and no action was taken by the Board of Directors.
Item 16. Quarterly Report to the Board of Directors on the status of Goals and Objectives as
defined in the 1991-92 Five Year Plan. Mike Robinson, Assistant Administrator, conducted an
audio/visual presentation on the status of projects and activities related to the Goals and
Objectives as defined in the 1991-92 Five Year Plan. The Board thanked Mr. Robinson for the
fine presentation.
This item was for information only and no action was taken by the Board of Directors.
Item 12. Consideration of Resolution adopting Policy regarding Wire Transfers. Beverly
Meza, Acting Business Manager, reviewed details of the proposed policy regarding wire transfer
of funds. Ms. Meza reported the District's written policy is a step forward because MWDOC and
most public agencies do not have a written policy. Director Knauft expressed a concern the
policy allows wire transfer for investments. Ms. Meza responded the proposed policy authorizes
transfers only to institutions approved by the Board in the District's investment Resolution, and
any such transfer is for the credit of the District, not an individual. There was further discussion
on transfer of funds into the District, procedures for transferring funds for investments and how
institutions are added to the approved investment list. The Board also discussed adding the list
of approved investment institutions to the Wire Transfer Resolution. Mr. Robertson responded it
is easier to administer the proposed policy if it references the latest adopted Investment
Resolution instead of including the list. This avoids the process of adopting a new Wire Transfer
Resolution every time a new Investment Resolution is adopted.
On a motion by Director Knauft, seconded by Director Korn, the Board of Directors voted 5-0 to
adopt Resolution No. 92-17 Adopting Policy Regarding the Transfer of Funds Via the Federal
Wire System.
Page - 6 c~
July 9, 1992
GENERAL. MANAGER'S REPORT
Item 17. General Manager's oral report and comments. William Robertson, General Manager,
discussed the following:
1. He will be on vacation beginning on July 17 and will return to work on August 3, 1992.
2. The District's next bus tour is scheduled for Saturday, August 15, 1992.
3. ACWA/JPIA has requested that every employee, including Directors, who drive a vehicle
on District business must submit a copy of their car insurance. Mr. Robertson asked that
Directors provide their copy to Mike Payne.
4. The staff has received four letters from 200% customers and each complains about the
size of their lots. Following a discussion by the Board, staff was asked to implement the
appeal process and use these customers to test the appeal system. Mr. Robertson reported
the staff will work on appeal materials and schedule a Public Information Committee
meeting to continue their review of the process.
Ken Vecchiarelli departed the meeting during discussion of Item 17.
GENERAL, COUNSEL'S REPORT
Item 18. General Counsel's oral report and comments. Mr. Arthur G. Kidman, General
Counsel, reported the Senate is working on a bill to expand LAFCO authority to initiate
consolidation of special districts. Mr. Kidman reported that ACWA opposes the bill.
STANDING COMMITTEE REPORTS
Item 19. The Executive-Administrative-Organizational Committee did not have a meeting.
Item 20. Report on Finance-Accounting Committee meeting of July 2, 1992. The Finance
Committee discussed the Allen-McColloch Pipeline refinancing, Wire Transfer policy, MWDOC
Standby charges and State Budget problems at the July 2, meeting.
A Finance-Accounting Committee meeting was scheduled for July 16, 1992, at 9:00 a.m. at the
District office.
Item 21. Report on Personnel Committee meeting of June 19. The Personnel Committee
discussed the status of the meet and confer process at the June 19, 1992 Committee meeting.
Item 22. A Personnel Committee meeting was scheduled for July 15, 1992 at 9:00 a.m. at the
District office.
Item 23. Oral report Planning-Engineering-Operations Committee meeting, July 8. The
Committee discussed Lead & Copper testing schedule, LPG tank at Fairmont Reservoir, Texaco
Well, Etchandy Well land sale, S&S land sale, Imperial Highway pipeline project/Redevelopment
Agency, Danita Lane sewer project and fountain at the Nixon Library at the July 8, 1992
meeting.
Item 24. The Public Information Committee did not have a meeting.
INTERGOVERNMENTAL MEETINGS
Item 25. Report on MWDOC meeting, July 1. Director Knauft reported that MWD has an
opinion that the water related Service Charge may not be legal, therefore, Met may drop this
revenue alternative. If met drops this Charge then MWDOC's proposed Standby charge will
probably not be levied
Item 26. Report on WACO meeting, July 3. Director Knauft reported this meeting is
scheduled for July 10, not July 3.
re 3
Page 21
July 9, 1992
Item 27. Report on Yorba Linda City Council meeting, July 7. Director Knauft reported the
City will receive County funding to investigate a well to serve the Park on Casa Loma. General
Manager Robertson reported the District and City staffs are working on this together.
Item 28. Report on MWD meeting. Director Knauft reported that MWD did not hold a meeting
in the last two weeks.
Item 29. Report on ACWA Personnel Committee meeting, July 7. Vice President Fox
reported that ACWA discussed a Sample Handbook of Policies and decided to keep the
handbook as a general guideline with being too specific, and the theme for the ACWA Fall
Conference program is "How to keep morale high when money is not available".
Item 30. Report on OCWD meeting July 1. Director Scanlin reported that OCWD: discussed
the EPA's proposed arsenic testing regulation, opposed SB 1364, approved studies to expand
Water Factory 21, approved $15,000 for a Don Owen Leadership fund at UCI, and reported the
$100,000 given to the Corps of Engineers to conserve water behind Prado Dam equates to $7 per
acre foot.
Item 31. Director Knauft did not have any comments.
Item 32. Director Korn did not have any comments.
Item 33. Director Scanlin did not have any comments.
Item 34. Vice President Fox reported that Senator Hill responded to his letter regarding the
Governor's property tax proposal.
Item 35. President Armstrong reported that the Anaheim Public Utilities Commission is
considering a hook-up fee for collection of bad debts. General Counsel Kidman reported an
agency can establish a hook-up fee for business customers but not for residential customers.
General Manager Robertson responded that, at the present time, the District, does not have a
hook-up fee for business customers.
BOARD OF DIRECTORS ACTIVITY CALENDAR
The Board of Directors reviewed the Activity Calendar.
BOARD OF DIRECTORS' GOALS WORKSHOP
This matter was continued from the Board's meeting of June 11, 1992. All staff members
departed at this point of the meeting. This item was for information only and no action was taken
by the Board of Directors.
ADJOURNMENT
Upon a motion by Director Knauft, seconded by Director Scanlin, the Board of Directors voted
5-0, at 12:00 p.m., to adjourn to Thursday, July 23, 1992, at 8:30 a.m., at the District
headauarters on Plut4osa Drive.
General Manager/Secretary