HomeMy WebLinkAbout2019-05-28 - Board of Directors Meeting Minutes 2019-047
MINUTES OF THE
YORBA LINDA WATER DISTRICT
BOARD OF DIRECTORS REGULAR MEETING
Tuesday, May 28, 2019, 6:30 p.m.
1717 E Miraloma Ave, Placentia CA 92870
1. CALL TO ORDER
The meeting was called to order at 6:30 p.m.
2. PLEDGE OF ALLEGIANCE
3. ROLL CALL
DIRECTORS PRESENT STAFF PRESENT
Brooke Jones, President Marc Marcantonio, General Manager
Phil Hawkins, Vice President Brett R. Barbre, Assistant General Manager
Andrew J. Hall John DeCriscio, Operations Manager
J. Wayne Miller Gina Knight, Human Resources/Risk Manager
Al Nederhood Delia Lugo, Finance Manager
Pasquale Talarico, Director of Public Affairs
Rosanne Weston, Engineering Manager
Annie Alexander, Executive Asst/Board Secretary
Bryan Hong, Principal Engineer
Freddie Ojeda, Operations Superintendent
Kaden Young, Senior Management Analyst
ALSO PRESENT
Andrew Gagen, General Counsel, Kidman Gagen Law LLP
Sandra Jacobs, President, Santa Margarita Water District
4. ADDITIONS/DELETIONS TO THE AGENDA
General Manager Marc Marcantonio requested that Item No. 7.4. be removed
from the agenda and that Item No. 8.3. be considered before Item No. 8.1.
5. INTRODUCTIONS AND PRESENTATIONS
5.1. Comments from Candidates for OC LAFCO's Special District Regular and
Alternate Representatives
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Sandra Jacobs, President of the Santa Margarita Water District,
addressed the Board regarding her candidacy for Special District Regular
Representative in the upcoming OC LAFCO election and requested the
District's support.
5.2. Elected Official Liaison Reports
None.
5.3. Federal and State Legislative Update
Director of Public Affairs Pasquale Talarico expressed his appreciation for
the support received during the District's open house. He then briefed the
Board on recent legislative activities including Assembly Bill 217.
6. PUBLIC COMMENTS
None.
7. CONSENT CALENDAR
Director Nederhood requested to remove Item Nos. 7.1. and 7.5. from the
Consent Calendar for separate action.
Director Hawkins made a motion, seconded by Director Hall, to approve the
remainder of the Consent Calendar (with the exception of Item No. 7.4.). Motion
carried 5-0-0-0 on a Roll Call vote.
7.2. Directors' and General Manager Fees and Expenses Report for Third
Quarter of Fiscal Year 2019
Recommendation: That the Board of Directors receive and file the
Directors' and General Manager Fees and Expenses Report for Third
Quarter of FYI 9.
7.3. Terms and Conditions for Water Service with LPPYL, Inc., 5091 Richfield
Rd Ste A
Recommendation: That the Board of Directors approve the Terms and
Conditions for Water Service with LPPYL, Inc., 5091 Richfield Rd Ste A,
Job No. 201924.
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7.4. Award nstr-actinn GGRrtroot for Ganrinn Verde and MffiGkel Lane
1W ateFli% Imnreyernents
ReGOn9n9endation.- That the Bear-cl of Directors award the G0nStqiGtiGP
G nh;Wt Agr GangTneVerde and Mn elLane Wate4ne /mnreyeTmontc to
.
7.6. Water Development and Customer Service Fees
Recommendation: That the Board of Directors approve Resolution No.
2019-XX adopting Water Development and Customer Service Fees and
rescinding Resolution No. 18-19.
7.7. Sewer Development and Customer Service Fees
Recommendation: That the Board of Directors approve Resolution No.
2019-XX adopting Sewer Development and Customer Service Fees and
rescinding Resolution No. 18-20.
ITEMS REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION
7.1. Payments of Bills, Refunds, and Wire Transfers
Staff responded to questions from Director Nederhood regarding multiple
items on the Check Register.
Director Nederhood made a motion, seconded by Director Hall to ratify
and authorize disbursements in the amount of $607,267.20. Motion
carried 5-0-0-0.
7.5. Water Rates for Fiscal Year 2020
President Jones read a prepared statement regarding the purpose of the
District's water rates.
Julia Schultz, resident, spoke in favor of the recently approved water
service rate adjustments and maintaining the District's infrastructure.
Pat Nelson, resident, commented on social media postings associated
with the District's recently approved water rates and the City of Fullerton's
proposed water rate adjustments.
Greg Schultz, resident, commented on the results of MWD's annual solar
cup education program and spoke in favor of moderate regular water rate
adjustments.
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John Hansen, resident, spoke against the adoption of an additional 9%
adjustment to the monthly water service charge in Fiscal Year 2021 and
suggested the formation of another Citizens Advisory Committee should
the Board consider doing so.
Following brief comments on the recent water rate adjustment, Director
Nederhood made a motion to adopt a 5% increase to the base charge
effective July 1, 2019.
President Jones indicated that the motion was out of order as the proposal
would need to be agendized for a future meeting.
Lengthy discussion followed regarding multiple topics associated with the
District's finances and infrastructure.
Director Hall made a motion, seconded by Director Miller, to adopt
Resolution No. 2019-XX ratifying action taken to adjust water rates
effective July 1, 2019 and implement any potential commodity adjustment
by October 1, 2019, and rescinding Resolution No. 18-32. Motion carried
4-1-0-0 on a Roll Call vote with Director Nederhood voting No.
8. ACTION CALENDAR
The following items were taken out of order.
8.3. Draft 2019 Water Quality Report
Staff briefly reviewed the reporting requirements and results.
Director Hawkins made a motion, seconded by Director Miller, to approve
the 2019 Water Quality Report and instruct staff to make it available on
the District's website pursuant to State and Federal law regarding
electronic delivery. Motion carried 5-0-0-0.
The Board commended Principal Engineer Bryan Hong for his work with
the District.
8.1. Sewer Rates for Fiscal Year 2020
Staff summarized the cost of service analysis process and highlighted
previous and planned major expenditures from Sewer Reserve funds.
Discussion followed regarding the Water and Sewer Rate Study and
model prepared by Raftelis Financial Consultants.
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Director Nederhood made a motion, seconded by Director Hawkins, to
adopt Resolution No. 2019-XX adjusting sewer rates effective July 1, 2019
and rescinding Resolution No. 18-22. Motion carried 5-0-0-0 on a Roll
Call vote.
8.2. Operating Budget for Fiscal Years 2020 and 2021 (Financial Summaries)
Staff explained that the budget had been prepared in line with maintaining
the District's AA bond rating with Fitch. Staff also noted that the budget
would be reviewed both mid-year and at year-end each fiscal year.
Ben Parker, resident, spoke against the proposed 9% adjustment to the
monthly water service charge in Fiscal Year 2021 of the budget.
Discussion continued regarding the proposed budget.
Director Hall made a motion, seconded by Director Hawkins, to approve
Resolution No. 2019-XX adopting the Operating Budget for Fiscal Years
2020 and 2021 (Financial Summaries) and rescinding Resolution No. 18-
23. Motion carried 4-1-0-0 on a Roll Call vote with Director Nederhood
voting No.
8.4. Formation of Assessment District to Finance the Conversion of Customer
Private Septic Systems to the District's Public Sewer System
General Counsel Andrew Gagen provided a detailed presentation
regarding the processes for forming a Community Facilities District (CFD)
versus an Assessment District (AD). Mr. Gagen recommended the Board
consider initiating the formation of an AD as a pilot program in order to
evaluate community interest, associated costs, and resource
requirements. Staff proposed a pilot project area near Oriente Drive and
Danita Lane and outlined previous efforts to form a CFD or AD near
Sandra Drive.
John Koeller, resident, commented on staff's estimated costs for
homeowners to connect to the District's sewer system. He also requested
the Board consider including the area near Sandra Drive in the District's
pilot program.
Following further discussion, the Board directed staff to develop a plan
including the District's estimated costs for formation of an AD in both
project areas.
Cristy Parker, resident, commented on District costs associated with the
pilot program that may or may not be recouped.
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9. DISCUSSION ITEMS
The following items were deferred to the next regular meeting.
9.1. Draft Funding Alternatives for Critical Capital Improvement Projects
(Jones)
9.2. Overview of Reserve Categories and Funding Levels (Jones)
9.3. Cost-Benefit Analysis of Electronic vs. Paper Billing (Nederhood)
9.4. Budget to Actual Reports for the Month Ending April 30, 2019
9.5. Cash and Investment Report for Period Ending April 30, 2019
10. REPORTS. INFORMATION ITEMS, AND COMMENTS
10.1. Directors' Reports
■ Intergovernmental Meetings, Conferences, and Events
The Directors noted their attendance at the listed meetings and
events.
10.2. General Manager's Report
General Manager Marcantonio displayed two videos highlighting Remotely
Activated Snorkel Sites/Heli-Hydrants for the purposes of fighting wildfires.
He inquired as to the Board's interest in conducting a similar pilot project
at the Santiago Reservoir and noted that funding could be obtained by
partnering with other government agencies and applying for Federal
grants. It was the consensus of the Board that staff continue to explore
the feasibility of this project.
Mr. Marcantonio then briefed the Board regarding a request from
CalWARN to assist Paradise Irrigation District with repairing meters,
locating and purging service lines, etc. following the last year's wildfire.
10.3. General Counsel's Report
None.
10.4. Future Agenda Items and Staff Tasks
None.
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11. COMMITTEE REPORTS
11.1. Interagency Committee with MWDOC and OCWD
(Jones/Hawkins)
■ Meeting on May 23, 2019 at 4:00 p.m. was cancelled and will be
rescheduled.
11.2. Joint Agency Committee with City of Yorba Linda
(Jones/Hawkins)
■ Next meeting is scheduled June 17, 2019 at 4:00 p.m. at Yorba
Linda City Hall.
11.3. Joint Agency Committee with City of Placentia
(Jones/Hawkins)
■ Next meeting is yet to be scheduled.
12. BOARD OF DIRECTORS ACTIVITY CALENDAR
12.1. Meetings from May 29 — July 31, 2019
The Board discussed rescheduling the regular meeting on June 9, 2019
as multiple people would be attending the AWWA conference. The Board
determined to keep the meeting as scheduled and defer the discussion
items not addressed during this meeting to the regular meeting on June
25, 2019.
13. ADJOURNMENT
13.1. The meeting adjourned at 9:56 p.m.
Annie Alexander
Board Secretary
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