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COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
DECEMBER 17, 2015
CALL TO ORDER The Board of Directors of the Costa Mesa
Sanitary District met in regular session on
December 17, 2015 at 5:30 P.M. at 628 W.
19`h Street, Costa Mesa.
PLEDGE OF President Scheafer led the Pledge of
ALLEGIANCE Allegiance.
INVOCATION Vice President Perry led the Invocation.
ROLL CALL DIRECTORS PRESENT: Michael Scheafer, Arthur Perry, Robert
Ooten, Arlene Schafer
DIRECTORS ABSENT: James Ferryman
STAFF PRESENT: Alan Burns, District Counsel; Robin Hamers,
District Engineer; Wendy Davis, Finance
Manager; Marc Davis, District Treasurer;
Noelani Middenway, District Clerk.
OTHERS PRESENT: Jack Faris, Voit Real Estate.
CEREMONIAL MATTERS AND PRESENTATIONS—None
ANNOUNCEMENT OF LATE COMMUNICATIONS—None
Scott Carroll, General Manager, shared that Alan Burns, District Counsel,
recommended minor revisions to Items 1 and 2. He added that Noelani Middenway,
District Clerk, made the revisions.
Secretary Ooten requested that Item 4 be pulled from the consent calendar for
discussion.
Mr. Carroll recommended that a motion be made to add an item to the agenda after the
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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agenda was posted. The item is regarding the District's potential acquisition of a new
building. He reported that the item needs action from the Board tonight because the
seller needs a District response by tomorrow before he moves forward with any other
offers.
Assistant Secretary Schafer made a motion to add the item as presented. Secretary
Ooten seconded the motion, which passed 4-0 with Director Ferryman not present.
PUBLIC COMMENTS—None
CONSENT CALENDAR
1. Board of Directors Study Session President Scheafer pulled this item for
Meeting Minutes of November 10, discussion.
2015
2. Board of Directors Regular Meeting President Scheafer pulled this item for
Minutes of November 19, 2015 discussion.
3. Occupancy Report and Payment to The Board of Directors accepted the
CR&R Environmental Services occupancy count as presented using
21,927 as the correct number of active
units and directed staff to prepare a
warrant to CR&R Environmental Services
in the amount of $213,074.04 to be ratified
in the December 2015 warrant list, for
November 2015 collection.
4. Contract Payment to CR&R Secretary Ooten pulled this item for
Environmental Services for discussion.
Recycling & Disposal Services
5. Adoption of Warrant Resolution No. The Board of Directors adopted Warrant
CMSD 2016-06 Approving District Resolution No. CMSD 2016-06 approving
Warrant Registers District warrants for the month of
November 2015 in the amount of
$731,330.68.
6. Payroll Transparency Disclosure for The Board of Directors approved the
November 2015 Payroll Transparency Disclosure for
November 2015.
7. Directors' Compensation and The Board of Directors approved Directors'
Reimbursement of Expenses compensation and reimbursement of
expenses for the month of November
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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2015.
8. Investment Report for the Month of The Board of Directors approved the
November 2015 Investment Report for the month of
November 2015.
9. Sewer Lateral Assistance Program The Board of Directors approved the SLAP
(SLAP) Update report as presented.
President Scheafer noted that Secretary Ooten requested that Item 4 be pulled from the
consent calendar for discussion. Additionally, he requested that Items 1 and 2 be pulled
from the consent calendar for discussion.
Secretary Ooten made a motion to approve the consent calendar, omitting Items 1, 2,
and 4. Assistant Secretary Schafer seconded the motion, which passed 4-0 with
Director Ferryman not present.
Discussion followed regarding the corrections made to the language in Items 1 and 2.
Secretary Ooten made a motion to approve Items 1 and 2. Assistant Secretary Schafer
seconded the motion, which passed 4-0 with Director Ferryman not present.
Regarding Item 4, Secretary Ooten requested that a staff report be provided to the
Board of Directors that includes the total contract payment to CR&R for recycling and
disposal services rather than several individual invoices.
Wendy Davis, Finance Manager, shared that CR&R has updated their software system
and that the format of their bills has changed, increasing the number of bills received by
the District.
Mr. Carroll sought clarification regarding Secretary Ooten's request for a staff report
which explains the total contract payment in addition to CR&R's invoices.
Ms. Davis verified that Secretary Ooten requested for staff to format the new staff report
similarly to the Occupancy Report. Additionally, she explained that District staff uses
tonnage tickets to verify invoices.
President Scheafer requested that the new staff report include separate totals for
organic and residential waste.
Discussion followed regarding whether to include a staff report in addition to CR&R's
invoices or to replace the invoices with the staff report.
Vice President Perry made a motion to approve Item 4. Assistant Secretary Schafer
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seconded the motion, which passed 4-0 with Director Ferryman not present.
END OF CONSENT CALENDAR
PUBLIC HEARINGS—None
GENERAL MANAGER'S REPORTS
10. Contract Administration for Project 196-C — Installation of Backup Power for
23rd Street Pump Station
Recommendation: That the Board of Directors receive and file this report.
The General Manager is approving the contract administration proposal from
Robin B. Hamers & Associates (RBH) for $16,030. RBH will perform said
services under his existing contract with the District.
Scott Carroll, General Manager, provided report details. He explained that he will
approve Robin B. Hamers & Associates' proposal to provide contract administration and
services for Project 196-C to install a generator at the 23ftl Street pump station. Mr.
Carroll added that the proposal is for $16,030 and it's less than ten percent of
construction cost. The proposal will be included within the District's existing contract
with RBH.
There were no further questions or discussion and the report was received.
11. 2016 Costa Mesa Sanitary District Meeting Schedule
Recommendation: That the Board of Directors approves the 2016 Costa Mesa
Sanitary District meeting schedule.
Scott Carroll, General Manager, presented the 2016 Costa Mesa Sanitary District
Meeting Schedule for the Board of Directors to review.
President Scheafer indicated that the schedule is very helpful, especially the color
coding of meetings.
Assistant Secretary Schafer made a motion to approve the 2016 Costa Mesa Sanitary
District Meeting Schedule. Vice President Perry seconded the motion, which passed 4-0
with Director Ferryman not present.
12. Sewer System Management Plan
Recommendation: That the Board of Directors approve the updates and recertify
the Sewer System Management Plan, as mandated by the State Water
Resources Control Board.
Scott Carroll, General Manager, provided report details. He shared that revisions have
been made to the Sewer System Management Plan (SSMP) as a result of the recent
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audit by Willdan Engineering. Mr. Carroll noted that a short and long-term Capital
Improvement Project (CIP) schedule have been added to the SSMP and it is now
compliant with the new 2015 guidelines. Additionally, he shared that the SSMP has
been reviewed by District Engineer, Robin Hamers, District Counsel, Alan Burns, and
Wastewater Maintenance Superintendent, Steve Cano. Mr. Carroll noted that the SSMP
is being presented to the Board of Directors for recertification, and once it is recertified,
the District will add the updated SSMP to its website.
Vice President Perry requested verification regarding the City of Costa Mesa's
involvement in performing maintenance on the District's portable generators, as noted
on page 18 of the SSMP.
Mr. Carroll explained that the City of Costa Mesa performs regular scheduled
maintenance on the District's portable generators.
Vice President Perry indicated that he was under the impression that the City of Costa
Mesa no longer maintained the District's generators.
Discussion followed regarding the Board of Directors' decision to no longer have the
City of Costa Mesa provide maintenance on the District's bypass pumps rather than the
portable generators.
Mr. Carroll reiterated that the District's portable generators are still maintained by the
City of Costa Mesa.
Discussion followed regarding the City of Costa Mesa's rate and qualifications to
perform maintenance on the portable generators.
District Engineer, Robin Hamers, commended Mr. Carroll for updating the SSMP and
noted that the District updates its SSMP each time a self-audit is completed.
President Scheafer commended all those who worked on the SSMP.
Vice President Perry requested clarification as to whether the District must now submit
the updated SSMP to the state.
Mr. Hamers shared that he will notify the state by adding the SSMP to the online
database once the Board of Directors approves recertification. Additionally, he
requested that District Clerk, Noelani Middenway, send the Board of Directors the
updated SSMP as a pdf file.
Discussion followed regarding the Orange County Sanitary District's SSMP.
Vice President Perry made a motion to adopt and recertify the Sewer System
Management Plan. Secretary Ooten seconded the motion, which passed 4-0 with
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Director Ferryman not present.
13. Refund of Sanitary Assessment Overpayment— 1015 Mission Drive
Recommendation: That the Board of Directors approve a refund in the amount of
$290.56.
Finance Manager, Wendy Davis, provided report details. She explained that the staff
report exhibits a request for a refund in the amount of $290.56 for the owner of 1015
Mission Drive, Costa Mesa, CA 92626. Ms. Davis noted that the resident owns a set of
two duplexes that were charged as four single family residences and the refund would
cover partial sewer assessments for the prior year and the current year. She added that
multifamily residents (such as duplexes) are charged a lower wastewater rate than
single family residences.
Vice President Perry requested verification regarding the refund of the current year's
sewer assessment.
Ms. Davis confirmed that the resident has already paid for the current year's
assessment.
Discussion followed regarding the resident's assertions and the past 20 years of the
District's rate history.
Ms. Davis explained that the District has increased its rates over the past 20 years and
the difference between the rates of single family and multifamily residences has
increased as well. She noted that under tort law, the District can only refund the resident
for the last and current fiscal years unless the resident had paid under protest. Ms.
Davis added that the resident did not state on his check payment that he had paid under
protest.
Discussion followed regarding the District's policy regarding refunds.
Ms. Davis noted that the resident may be refunded for the current year's sewer
assessment because the District has verified that he has paid for the current year.
Secretary Ooten made a motion to approve the refund. Vice President Perry seconded
the motion, which passed 4-0 with Director Ferryman not present.
Vice President Perry requested verification that the proper adjustments will be made to
the resident's account to ensure correct billing in the future.
Ms. Davis verified that the property information will be corrected in the District's system.
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14. Establishing an Ad Hoc Committee for Developing a Program to Beautify Pump
Station Control Panels through Public Art
Recommendation: That the Board of Directors appoints two Board members to
serve on the Ad Hoc Committee for developing a program to beautify pump
station control panels through public art.
Scott Carroll, General Manager, provided report details. He explained that staff
presented a pilot program to beautify the pump station control panels through public art
at the December 8, 2015 Study Session. Mr. Carroll noted that the Board of Directors
directed staff to recommend establishing an Ad Hoc Committee where two Board
Members would be appointed to meet with staff and develop the criteria for the
program.
Discussion followed regarding the length of the Ad Hoc Committee, the criteria for the
program, and the financial impact of the Ad Hoc Committee.
President Scheafer and Vice President Perry volunteered to join the Ad Hoc Committee.
Secretary Ooten made a motion to appoint President Scheafer and Vice President Perry
to serve on the Ad Hoc Committee for developing a program to beautify pump station
control panels through public art. Assistant Secretary Schafer seconded the motion,
which passed 4-0 with Director Ferryman not present.
ENGINEER'S REPORTS
15. Prosect Status Report
Recommendation: That the Board of Directors receive and file the report.
Robin Hamers, District Engineer, offered to answer any questions regarding the Project
Status Report.
There were no questions or comments and the report was received.
16. Conflict of Interest Report
Recommendation: That the Board of Directors receive and file the report.
Robin Hamers, District Engineer, provided report details regarding the declaration of
conflict of interest, and the resulting recusal and referral to the Alternate Engineer. He
noted that the form has been reviewed by District Counsel, Alan Burns.
There were no additional questions or comments and the report was received.
17. Award Contract — Project 196-C, Installation of Backup Power for 23rtl Street
Pump Station
Recommendation: That the Board of Directors approve the following:
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1. Award a contract to the lowest responsive and responsible bidder, TSR
Construction and Inspection, in the amount of$179,400.00; and
2. Approve a contingency of 10% in the amount of$17,940.00
Robin Hamers, District Engineer, provided report details. He explained that the project
went out to bid and the lowest bidder was TSR Construction and Inspection, the same
company that installed the generator for the Canyon Pump Station. Mr. Hamers noted
that there have been delays to the project, but that this is the final permanent generator
that will be installed under Project 196-C. Additionally, he noted that Mr. Carroll's
estimated construction cost of the project ($1,000,000) is quite close to the current total
cost of$1,080,000.
Assistant Secretary Schafer made a motion to award the contract for Project 196-C,
Installation of Backup Power for 23rd Street Pump Station, to TSR Construction and
Inspection and approve the contingency of $17,940.00. Secretary Ooten seconded the
motion.
Secretary Ooten requested clarification regarding the number of District pump
stations and generators.
Discussion followed regarding main pump stations that have permanent generators
and those which have portable generators.
Vice President Perry requested an update regarding the Adams Street project.
Mr. Carroll replied that a letter has been sent to the resident, but the District has not
received a reply.
Mr. Hamers commended Mr. Carroll for his accomplishment of providing emergency
equipment for 20 District pump stations.
Discussion followed regarding other emergency precautions that can be taken.
The vote passed 4-0 with Director Ferryman not present.
TREASURER'S REPORTS-None
ATTORNEY'S REPORTS
18. Proposed Changes to the Bidding Process and Proposed Changes to the District
Engineer's Agreement
Recommendation: That the Board of Directors approve the following:
1. Adopt Ordinance No. 111 that revises the bidding process; and
2. The Amendment to the District Engineer's Agreement
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Alan Burns, District Counsel, provided report details. He explained that Ordinance No.
111 seeks to ensure that the District is clear and consistent in showing that the District
Treasurer, District Engineer, and District Counsel are independent contractors. Mr.
Burns noted that the amendment to the District Engineer's Agreement further clarifies
language to reiterate that Mr. Hamers is an independent contractor rather than a District
employee. Additionally, he noted that Ordinance No. 111 creates a new exception to the
bidding requirement for specialized services.
Vice President Perry commented that these proposed changes were discussed at the
December 8, 2015 Study Session.
Secretary Ooten made a motion to adopt Ordinance No. 111. Vice President Perry
seconded the motion, which passed 4-0 with Director Ferryman not present.
Assistant Secretary Schafer made a motion to approve the Amendment to the District
Engineer's Agreement. Vice President Perry seconded the motion, which passed 4-0
with Director Ferryman not present.
LOCAL MEETINGS
A. Orange County Sanitation District (OCSD)— (Secretary Ooten)
Recommendation: That the Board of Directors accepts oral report.
Secretary Ooten reported that the OCSD meeting had a short agenda and the most
notable item was the introduction of the new Sewer System Management Plan (SSMP).
B. Santa Ana River Flood Protection Agency (SARFPA)— (Vice President Perry)
Recommendation: That the Board of Directors accepts oral report.
Vice President Perry reported that there was no SARFRA meeting this month.
C. Independent Special Districts of Orange County (ISDOC) — (President
Scheafer)
Recommendation: That the Board of Directors accepts oral report.
President Scheafer reported that there was an Executive Committee Meeting during the
previous week. He noted that there was a discussion regarding whether ISDOC should
participate in the discussion with the Grand Jury. President Scheafer also shared that
the notable topic at the Local Agency Formation Commission (LAFCO) was the East
Orange County Water District and Irvine Ranch Water District applications to acquire
OCSD wastewater system in North Tustin. Lastly, he noted that according to the
Association of California Water Agencies (ACWA) report, Districts must use one third of
any benefits that they receive from Prop 1 to benefit the Delta.
D. California Special Districts Association (CSDA) - (Assistant Secretary
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Schafer)
Recommendation: That the Board of Directors accepts oral report.
Assistant Secretary Schafer reported that she is currently part of a working group for the
state Grand Jury. She shared that they will have a phone conference on December 21,
2015 and that their overall purpose is to help the state Grand Jury understand special
districts. Assistant Secretary Schafer also noted that she attended the last CSDA
Legislation Committee meeting of the year and she has been reappointed to the new
Legislation Committee as well as the Membership Committee. Lastly, she shared that
she found the Waste Management Conference to be very educational.
E. Special District Risk Management Authority (SDRMAI—(President Scheafer)
Recommendation: That the Board of Directors accepts oral report.
Nothing to report at this time.
F. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55
Operations Code Section 3.01.030
Recommendation: That the Board of Directors accepts oral report.
Vice President Perry reported that he and Assistant Secretary Schafer had their next to
last Ad Hoc Meeting for the Employee Handbook. He added that they will present all of
their findings once the Ad Hoc meetings are over. In regards to the Water Advisory
Committee of Orange County (WACO), Vice President Perry shared that President
Scheafer, Assistant Secretary Schafer, and Director Ferryman also attended. He noted
that allocations to Metropolitan Water District are increasing from 5% to 10% and that
water consumption in the state of California has decreased.
Discussion followed regarding the speakers and officer elections at the WACO meeting.
OLD BUSINESS—None
NEW BUSINESS—None
ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
President Scheafer wished the Board of Directors and staff a happy holiday season.
19. Emergency Item
Recommendation: That the Board of Directors provide direction to staff to
proceed with an offer of $3,750,000 for 290 Paularino Avenue, Costa Mesa, CA
92626.
Scott Carroll, General Manager, shared that this item was brought to the Board of
Directors' attention after the agenda was posted regarding consideration to acquire a
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building at 290 Paularino Avenue, Costa Mesa, CA 92626. He indicated that the topic is
urgent because the seller is looking to sell the property quickly but is awaiting the
District's decision before accepting any other offers. Mr. Carroll noted that the Board of
Directors made a motion to have the item added to the agenda and approved it
unanimously.
District Counsel, Alan Burns, indicated that the discussion is not necessarily an
emergency item, but there is a need for the Board of Directors to take immediate action.
He noted that the Board of Directors approved the addition of the item by a 2/3 vote.
Mr. Carroll presented a slideshow featuring photographs of the property and its layout.
He noted that the primary reason that the District has considered acquiring a new
property is a lack of necessary parking spaces and seating area for Board meetings.
He noted that prospective property has 42 parking spaces.
Discussion followed regarding the layout of the property.
Mr. Carroll shared that the property has ample space and there is a possibility of
subletting a portion of it to produce additional revenue. He noted that the current tenants
have a lease that ends in April of 2016. Mr. Carroll indicated that improvements should
be made to the building if it is purchased, including making the restrooms and entrance
compliant with Americans with Disabilities Act (ADA), installing a video recorder in the
Board Room, installing fire sprinklers, adding security doors, adding a community
center, and fencing off a parking space for the Code Enforcement vehicle. Lastly, Mr.
Carroll shared that the current offer is $3,750,000 (approximately $341 per square foot).
Discussion followed regarding the current offer and comparable properties in the area.
Mr. Carroll requested direction from the Board of Directors regarding proceeding with
the recommended offer of $3,750,000. He added that the cost can be offset by selling
the District's current building at 628 West 191h Street.
Discussion followed regarding the cost of making improvements to the building, the
amount of space the District could potentially sublet, and possible plans to add a
community room.
Finance Manager, Wendy Davis, recommended that the District finance the cost of the
building.
Discussion followed regarding the possibility of renting out the District's current
headquarters, the challenges of renting and maintaining the building, and the possibility
that financing could negatively impact the chances of the District's offer being accepted.
Jack Faris, Voit Real Estate, commented that the District has positioned itself as a
potential cash buyer.
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District Treasurer, Marc Davis, made the recommendation that the District pay in cash
up front and then work with CSDA Finance Corporation to acquire the property through
a lease purchase. He noted that there would be no restriction of assets and no need to
pledge a revenue stream, but the District would need to budget the lease payments
annually through a 10 or 20-year lease term. Mr. Davis added that interest rates may
change to approximately 3.5 - 5% depending on the District's method of payment.
Discussion followed regarding funding options.
Mr. Davis indicated that in order to pay in cash, the District would need to liquidate an
investment.
Discussion followed regarding the District's waste and wastewater rates.
ADJOURN To CLOSED SESSION
President Scheafer adjourned to closed session regarding property negotiations for 290
Paularino Avenue, Costa Mesa, CA 92626 at 6:57 P.M.
RECONVENE TO OPEN SESSION
President Scheafer reconvened to open session at 7:10 P.M. He indicated that the
Board of Directors directed Mr. Carroll to proceed with making an offer on the property
at 290 Paularino Avenue, Costa Mesa, CA 92626.
Vice President Perry commented that Director Ferryman should be informed of the plan
and requested the Board have a special meeting on December 22, 2015.
ADJOURNMENT
There being no further business to come before the Board, President Scheafer
adjourned the meeting at 7:11 P.M.
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Robert Ooten Michael Scheafer
Secretary President