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HomeMy WebLinkAbout2018-04-26 - Board of Directors Meeting Minutes 2018-079 MINUTES OF THE YORBA LINDA WATER DISTRICT BOARD OF DIRECTORS WORKSHOP MEETING Thursday, April 26, 2018, 4:30 p.m. 1717 E Miraloma Ave, Placentia CA 92870 1. CALL TO ORDER The meeting was called to order at 4:30 p.m. 2. PLEDGE OF ALLEGIANCE 3. ROLL CALL DIRECTORS PRESENT STAFF PRESENT Al Nederhood, President Brett Barbre, Assistant General Manager Brooke Jones, Vice President John DeCriscio, Operations Manager Phil Hawkins (Arrived 4:36 p.m.) Bryan Hong, Interim Engineering Manager J. Wayne Miller Gina Knight, HR/Risk and Safety Manager (Arrived 7:05 p.m.) Delia Lugo, Finance Manager Art Vega, Information Services Manager DIRECTORS ABSENT Annie Alexander, Executive Asst/Board Secretary Andrew J. Hall Jennifer Hill, Meter Services Lead Kelly McCann, Senior Accountant Kaden Young, Management Analyst ALSO PRESENT Andrew Gagen, Parter, Kidman Gagen Law LLP John Shafer, Account Manager, Aqua Metric Jeff Randolph, Operations Sales Manager, Aqua Metric 4. PUBLIC COMMENTS None. 5. DISCUSSION ITEMS 5.1. Benefits of Advanced Metering Infrastructure (AMI) Staff provided an in depth review of the District's historical and current metering technology, benefits of migrating to AMI, and proposed locations for phased implementation. Minutes of the YLWD Board of Directors Workshop Meeting Held April 26, 2018 at 4:30 p.m. 1 2018-080 Discussion followed regarding the estimated costs, and the process and time required for transitioning to AMI. Staff offered to bring back additional cost and long-term savings information at the budget workshop scheduled May 17, 2018. 5.2. Other Operating and Non-Operating Revenues and Schedule of Water/Sewer Development, Customer Service, and Fats Oil and Grease Fees for Fiscal year 2019 Staff reviewed the District's costs for various services and the current and proposed fees. Staff also noted the proposed fees had been utilized to project the other operating and non-operating revenues for FY19 included in the presentation. The group then discussed the proposed fees and suggested revisions. Terry Harris, resident, expressed his concerns regarding the proposed fees. Staff explained that discussion of the other operating and non-operating revenues for FY19 would need to be deferred to the next workshop so that the Board's feedback regarding the proposed fees could be incorporated. Discussion followed regarding projected revenues, proposed fees, and the District's financial model. Director Hawkins left the meeting at 6:48 p.m. Staff reviewed topics to be covered at the next budget workshop. The Board then determined to schedule additional workshops as follows: Wednesday, May 23, 2018 at 4:30 p.m. Thursday, June 7, 2018 at 4:30 p.m. Monday, June 18, 2018 at 4:30 p.m. A recess was declared at 6:59 p.m. The meeting reconvened at 7:05 p.m. HR/Risk and Safety Manager Gina Knight joined the meeting at this time. 5.3. Strategic Plan Goals 4 — 5 (Community Partnership and Workforce Engagement) The attendees discussed goals 4 and 5 of the strategic plan including associated initiatives and strategies and agreed on the following draft language: Minutes of the YLWD Board of Directors Workshop Meeting Held April 26, 2018 at 4:30 p.m. 2 2018-081 (4) Community Partnership A. Brand Recognition ■ Timely and available communication, strategies, and messaging ■ Establish annual tour of District facilities, coincide in May for Water Awareness Month ■ Sponsorships, water donations, etc. B. Public Awareness ■ Production of annual report; water usage, cost, reconciliation, projects, etc. ■ Informative bill inserts ■ Monitor/communicate emerging water quality and sewer issues/regulations ■ Host Federal/State/Local representatives for a tour and briefing, with the Board, at YLWD offices ■ AMI, usage data, conservation ■ Regional impact (e.g. sewer services) (5) Workforce Engagement A. Employee Development ■ Retain highly skilled and capable workforce ■ Provide paths to training, develop management skills and career progression ■ Succession planning B. Employee Relations ■ Mentorship/internship programs ■ Equate to job satisfaction and employee of choice award ■ Employee appreciation week; water professionals appreciation week (October) ■ Conduct annual employee satisfaction survey 6. ADJOURNMENT 6.1. The meeting was adjourned at 7:42 p.m. Annie Alexander Board Secretary Minutes of the YLWD Board of Directors Workshop Meeting Held April 26,2018 at 4:30 p.m. 3