2016_09_22_boardThursday, September 22, 2016
Board of Directors Regular Meeting
628 W. 19th St., Costa Mesa
5:30PM
Obtaining Agenda Materials: The public is entitled to copies of all documents that are made part of
the agenda packet. If any document or other writing pertaining to an agenda item is distributed to all
or a majority of the Board after the packet is prepared, a copy of that writing may be obtained at the
District offices at 628 W. 19th Street, Costa Mesa, California. District Clerk, Noelani Middenway, can
be contacted at (949) 6458400.
In Compliance with ADA: Contact District Clerk, Noelani Middenway, (949) 6458400, 48 hours prior
to meeting if assistance is needed (28 CFR 35.102.35.104 ADA Title II).
A. OPENING ITEMS
Subject 1. Pledge of Allegiance
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Subject 2. Invocation
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
(If absences occur, consider whether to deem those absences excused based on facts presented for the absence – such
determination shall be the permission required by law.)
Subject 3. Roll Call
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Subject 4. Ceremonial Matters and Presentations
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Unless directed otherwise by the Board of Directors, all actions shall be based on/memorialized by the latest document
submitted as a late communication.
Subject 5. Announcement of Late Communications
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
This time has been set aside for persons in the audience to make the Board of comments on items within the subject
matter jurisdiction of the Costa Mesa Sanitary District that are not listed on this agenda. Members of the public will have
the opportunity to address Directors about all other items on this agenda at the time those items are considered.
Under the provisions of the Brown Act, the Board of Directors is prohibited from taking action on oral requests but may
refer the matter to staff or to a subsequent meeting. The Board of Directors will respond after public comment has been
received. Please state your name. Each speaker will be limited to four (4) continuous minutes.
Subject 6. Public Comments
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural
B. CONSENT CALENDAR
Motion & Voting
Subject 1. Approve Consent Calendar
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the Consent Calendar as presented.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
Minutes Study Session 20160816 DRAFT.pdf (104 KB)
Motion & Voting
Subject 2. Board of Directors Study Session Meeting Minutes of August 16, 2016
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the meeting minutes as presented.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
Minutes Regular Meeting 20160825 DRAFT.pdf (177 KB)
Motion & Voting
Subject 3. Board of Directors Regular Meeting Minutes of August 25, 2016
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the meeting minutes as presented.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
a. Directors' Compensation.pdf (127 KB)
b. Directors' Expense Reimbursement August.pdf (114 KB)
Motion & Voting
Subject 4. Directors' Compensation and Reimbursement of Expenses
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve:
a. Directors' compensation for the month of August 2016
b. Directors' reimbursement of expenses for the month of August 2016
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
The total occupancy count for Aug 2016 billing is 22,411, with three (3) accounts added since the last billing period.
Staff Recommendation
Staff recommends the following:
1. The Board of Directors accepts the occupancy count as presented using 22,411 as the correct number of active units.
2. The Board of Directors directs staff to prepare a warrant to CR&R Environmental Services for August 2016 collection based on
this occupancy report so long as the contractor fulfills the obligations of the agreement. Said payment in the amount of
$219,524.71 to be ratified in the September 2016 warrant list.
The payment calculation is based on the following:
District Current Rate for August of 2016:
22,411 x $9.7954 = $219,524.71
File Attachments
CMSD Occupancy Aug 2016 Report.pdf (10 KB)
Motion & Voting
Subject 5. Occupancy Report and Payment to CR&R Environmental Services
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors:
1. Accepts the occupancy count as presented using 22,411 as the correct number of active units.
2. Directs staff to prepare a warrant to CR&R Environmental Services for August 2016 collection
based on this occupancy report so long as the contractor fulfills the obligations of the agreement.
Said payment in the amount of $$219,524.71 to be ratified in the September 2016 warrant list.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
The Board of Directors approves payment to CR Transfer Services for recycling and disposal services for the month of August 2016 as
detailed below:
Costa Mesa Newport
Beach*Total
Residential Waste $144,568.08 $4,410.69 $148,978.77
Organics $41,475.15 $2,045.55 $43,520.70
Credit from 07/2016 Payment to
CR&R** ($14,499.27)
Total Payment $178,000.20
Tonnage
Residential Waste 2,695.99 84.87 2,780.86
Organics 798.06 39.36 837.42
Total Tonnage 3,618.28
* Formerly known as Santa Ana Heights
** Organics credit of $14,499.27 from 07/2016 Payment, rates were processed as $71.50 (effective 07/01/16 organics
rate) however AD facility was not processing organics.
Staff Recommendation
That the Board of Directors directs staff to prepare a warrant to CR Transfer in the amount of $178,000.20 for August 2016 recycling
and disposal services to be ratified in the September 2016 warrant register.
Motion & Voting
Subject 6. Contract Payment to CR Transfer for Recycling & Disposal Services
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors directs staff to prepare a warrant to CR Transfer in the amount of
$192,499.47 for August 2016 recycling and disposal services to be ratified in the September
2016 warrant register.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
Staff is providing the Board with the Annual Compliance Report to fulfill the information and reporting requirements of
Government Code Section 66013(d) for capacity charges.
Staff Recommendation
Staff recommends the Board receive and file this report.
Analysis
On May 27, 2010 the Board adopted Ordinance No. 76, revising the charges collected by the District and establishing that
fixture fees are capacity charges and making related clarifying changes. (CMSD § 6.04.040) Fixture fees are capacity
charges for public facilities in existence at the time a charge is imposed or charges for new public facilities to be acquired
or constructed in the future that are of proportional benefit to the person or property being charged, including supply or
capacity contracts for rights or entitlements, real property interests, and entitlements and other rights of the local agency
involving capital expense relating to its use of existing or new public facilities.
Upon payment of the fees, the money shall be deposited in a separate capital facilities account maintained in accordance
with Government Code Section 66013(d). For each such separate account, the District shall, within one hundred eighty
(180) days of the close of the fiscal year, make available to the public the following information:
(1) A description of the charges deposited in the fund.
(2) The beginning and ending fund balance of the fund and the interest earned from investment of moneys in the fund.
(3) The amount of charges collected in that fiscal year.
(4) An identification of all of the following:
(A) Each public improvement on which charges were expended and the amount of the expenditure for each
improvement, including the percentage of the total cost of the public improvement that was funded with those
charges if more than one source of funding was used.
(B) Each public improvement on which charges were expended that was completed during that fiscal year.
(C) Each public improvement that is anticipated to be undertaken in the following fiscal year.
(5) A description of each interfund transfer or loan made from the capital facilities fund. The information provided, in the
case of an interfund transfer, shall identify the public improvements on which the transferred moneys are, or will be,
expended. The information, in the case of an interfund loan, shall include the date on which the loan will be repaid, and
the rate of interest that the fund will receive on the loan.
Legal Review
District Counsel has reviewed this report. The report complies with Gov. Code § 66013 and CMSD Operations Code
6.04.040.
Environmental Review
Preparing the yearly compliance report is categorically exempt under the California Environmental Quality Act (CEQA)
(Public Resources Code Section 21000 et. seq.) Section 15300.4 of CEQA allows an agency while establishing its own
procedures “to list those specific activities which fall within each of the exempt classes”, and the District has adopted
“CEQA Guidelines and Implementing Procedures” that state on page 6 “”Projects” does not include …. C. Continuing
administrative or maintenance activities.”
Financial Review
Subject 7. Fiscal Year 20152016 Annual Compliance Report for Requirements of Government
Code Section 66013(d) for Capacity Charges.
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
Staff recommends the Board receive and file this report.
Goals 7.0 Finance
Finance staff confirms that the Annual Compliance Report presents fairly the financial activity of the Facilities Revolving
Fund for the fiscal year ending June 30, 2016. During the fiscal year 201516, the Facilities Revolving Fund received
$257,323 in capacity charges, interest income earned of $9,716 which was higher due to fair market valuation
adjustments recorded at year end. There were no expenditures incurred during the fiscal year however $794,234 was
transferred to the Wastewater Fund to pay for a portion of the 290 Paularino Ave new headquarters building. As of June
30, 2016, the funds available in the Facilities Revolving Fund were $3,691.
In comparison, the capacity charges collected in fiscal year 201415 were $192,912. The increase of $64,411 in capacity
charges collected over the prior fiscal year was the result of the approval of several large new residential
development projects.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the September 22, 2016 regular
Board of Directors meeting at District Headquarters and on District’s website www.cmsdca.gov
Alternative Actions
Refer the matter back to staff.
File Attachments
Annual Compliance Report for Capacity Charges ATTACH 1.pdf (50 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
Payroll Transparency Disclosure August 2016.pdf (1,224 KB)
Motion & Voting
Subject 8. Payroll Transparency Disclosure for August 2016
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve and file.
Goals 7.0 Finance
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
WARRANT RESO 2017 Final.pdf (166 KB)
Motion & Voting
Subject 9. Adoption of a Warrant Resolution No. CMSD 201703 Approving District Warrant
Registers
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors adopt Warrant Resolution No. CMSD 201703 approving District
warrants for the Month of August 2016 in the amount of $916,130.36.
Goals 7.0 Finance
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
The following is a summary of the Sewer Lateral Assistance Program (SLAP) activity for the 20152016 fiscal year as of July
31, 2016:
Adopted SLAP Budget (181 Applications) $ 200,000
FY 1516 Estimated Carryover Budget (48 Applications) 52,800
Total Budget** $ 252,800
FY 1617 New Applications Received 60
Applications Processed for Payment*28 $ 26,168
Applications In Process*80 88,000
Available SLAP Spots Based on Funding 124 136,400
Total Projected Cost $ 250,568
* Includes applications started in prior fiscal year but completed in current fiscal year.
** Funds remaining at the end of the fiscal year will be carried forward.
Staff Recommendation
That the Board of Directors receive and file this report.
Motion & Voting
Subject 10. Sewer Lateral Assistance Program (SLAP) Update
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors receive and file.
Goals 1.9 Sewer Lateral Assistance Program (SLAP)
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
California Government Code requires special districts to disclose, at least annually, any reimbursement paid by the District
of at least $100 for each individual charge for services or products received by a Board Member or Staff. The Annual
Report of Expenses for Fiscal Year 201516 is provided as Attachment A of this report.
Analysis
Section 53065.5 of the California Government Code states that “Each special district, as defined by subdivision (a) of
Section 56036, shall, at least annually, disclose any reimbursement paid by the district within the immediately preceding
fiscal year of at least one hundred dollars ($100) for each individual charge for services or product received. "Individual
charge" includes, but is not limited to, one meal, lodging for one day, transportation, or a registration fee paid to any
employee or member of the governing body of the district. The disclosure requirement shall be fulfilled by including the
reimbursement information in a document published or printed at least annually by a date determined by that district and
shall be made available for public inspection.” Attached is the Annual Report of Expense for the Fiscal Year 201516
Legal Review
Not applicable.
Environmental Review
Subject activity is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources
Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures “to list
those specific activities which fall within each of the exempt classes”, and the District has adopted “CEQA Guidelines and
Implementing Procedures” that state on page 6 “”Projects” does not include …. C. Continuing administrative or
maintenance activities.”
Financial Review
It is the policy of the District to encourage and promote training and educational opportunities for all District employees so
that the services they render to the District may be made more effective. Attendance at educational seminars,
conferences and meetings by Board Members and/or Staff are also encouraged to monitor new legal requirements and
technological advancements in the solid and wastewater industries. The reimbursement of approved training, travel and
other work related expenses are dictated by the CMSD Employee Handbook, Policy 2.4 and the Operations Code, Section
3.01.090; Conferences, Travel and Expenses. The $2,921.94 of reimbursements reported on Attachment A have met
the requirements outlined above.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the September 22, 2016 regular
Board of Directors meeting at District Headquarters and on District’s website www.cmsdca.gov
Alternative Actions
Refer the matter back to staff
Subject 11. Annual Report of Expenses – Fiscal Year 201516
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
Staff recommends that the Board of Directors accept the Annual Report of Expenses for the Fiscal
Year 201516
Goals 7.0 Finance
File Attachments
11 1 Annual Report of Expenses FY201516.pdf (93 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
Attached is the Investment Report for the month of August 2016. As required by the District’s Statement of Investment
Policy, the Investment Report delineates all investment activity during the month.
Analysis
This report lists the types of securities held in the District’s portfolio, the institutions from which the securities were
purchased, maturity dates and interest rates as of August 31, 2016. The District’s investments are in compliance with
the Statement of Investment Policy adopted by the Board at the June 23, 2016 regular meeting, as well as the California
Government Code. The market values in this report were provided by our third party custodian, Pershing, LLC, except for
the Local Agency Investment Fund (LAIF). The market value of LAIF was provided by the State Treasurer’s Office. It
does not represent the value of the underlying securities within the pool, but rather the par or cost amount, which is the
amount the District is entitled to withdraw. This reporting practice is consistent with industry standard practices for
similar funds.
The weighted average stated rate of return (current yield) for the District’s investment portfolio as of August 31, 2016,
was 1.231%. The yield to maturity of the portfolio was 1.237%. The District’s weighted average interest rate was 62
basis points (0.614%) above the LAIF average monthly rate for August 2016 of 0.614%. The weighted average number
of days to maturity for the District’s total portfolio was 1,072 days (2.94 years). The average duration of the underlying
securities in LAIF as of August 31, 2016 was 162 days.
The District’s investment portfolio is in compliance with its liquidity limitations, which requires that a minimum of 20.00%
of the portfolio must mature within one year. The percentage of the portfolio maturing in less than one year as of August
31, 2016 was 29.08%. The District has adequate cash reserves necessary to meet its obligations for the next six
months.
Legal Review
Legal review is not required.
Environmental Review
Subject activity is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources
Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures “to list
those specific activities which fall within each of the exempt classes”, and the District has adopted “CEQA Guidelines and
Implementing Procedures” that state on page 6, “”Projects” does not include….C. Continuing administrative or
maintenance activities.”
Financial Review
The portfolio was budgeted to earn an average rate of 0.900% for the year ending June 30, 2017. Through August 31,
2016, the portfolio has earned a weighted average interest rate of 1.182%.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the September 22, 2016 Board of
Directors regular meeting at District Headquarters (628 W. 19th Street) and on the District’s website at
www.cmsdca.gov.
Alternative Actions
Subject 12. Investment Report for the Month of August 2016
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
Approve the Investment Report for the month of August 2016.
Goals 7.0 Finance
Refer the matter back to staff
File Attachments
Investment Report August 2016.pdf (315 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Jim Ferryman, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
File Attachments
Election of ISDOC Officers.pdf (1,652 KB)
Motion & Voting
Subject 1. Election of Independent Special District of Orange County (ISDOC) Officers
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action
Preferred Date Sep 22, 2016
Absolute Date Sep 22, 2016
Fiscal Impact No
Budgeted No
Recommended
Action
That the Board of Directors direct President Michael Scheafer to vote for ISDOC officers on behalf
of the District.
That the Board of Directors direct President Michael Scheafer to vote for ISDOC officers on behalf of the District.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
Summary
On September 9, 2016, the District received a Contribution Program Eligibility Application from Vanguard University to
support their 20th annual Christmas Fantasia Concert at Segerstrom Center for the Arts and at St. Andrew's Presbyterian
Church in Newport Beach. Attached is a copy of the application along with the 2016 Sponsorship Packet.
Staff Recommendation
That the Board of Directors considers making a contribution to this event.
Analysis
According to the attached application, the two performances will attract over 4,000 people, but it's unknown how many
people will be from CMSD service area. By contributing $2,500 to this event CMSD will receive a half page ad in their
concert program that can describe and/or promote one of the many CMSD recycling programs such as organics, cooking
grease and/or Christmas trees. In addition, Vanguard University will acknowledge CMSD at both performances and will
encourage attendees to recycle their cooking grease during the holidays. CMSD will also be acknowledged as a sponsor in
Vanguard Magazine and the University's social media.
Finally, CMSD will receive six premium seats to the Segerstrom Center for the Arts performance and access to the pre
concert VIP reception at the Center Club. Attending the preconcert VIP reception will be a good opportunity for CMSD
representatives to network with Vanguard officials and begin establishing a partnership relationship where CMSD can help
encourage and/or promote recycling messages on campus.
Legal Review
Not applicable.
Environmental Review
The proposed event is not a disturbance of the environment similar to grading or construction and does not constitute a project under
CEQA or the District’s CEQA Guidelines.
Financial Review
There is $8,000 budgeted in the FY 201617 Budget for contributions to special events; however, this event was not part
of the budget. If the Board approves the application this will be the first time CMSD is sponsoring an event at Vanguard
University. Additional appropriation to the contribution budget may be required later in the fiscal year.
Subject 2. Contribution Program Vanguard University Christmas Fantasia
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action
Preferred Date Sep 22, 2016
Absolute Date Sep 22, 2016
Fiscal Impact Yes
Dollar Amount $2,500.00
Budgeted No
Recommended
Action
That the Board of Directors considers making a contribution to this event.
Goals 3.00 Partnerships
3.2 Strengthen our ties with local governments, Special districts and educational institutions
Public Notice Process
Copies of this report are on file and will be included in the complete agenda packet for the September 22, 2016 Board of
Directors meeting at District Headquarters and posted on the District's website.
Alternative Actions
1. Do not approve Vanguard University's Contribution Program Eligibility Application.
File Attachments
Christmas Fantasia 2016 Sponsorship Packet.pdf (8,325 KB)
VanguardU Contribution App.pdf (1,625 KB)
Motion & Voting
That the Board of Directors considers making a contribution to this event for $2,500.00 with the interest of advancing
the District's purpose.
Motion by Bob Ooten, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Bob Ooten, Jim Ferryman, Mike Scheafer
No: Art Perry
D. GENERAL MANAGER'S REPORTS
Summary
The two regularly scheduled meetings in October need to be rescheduled or canceled due to conflicting schedules. On
October 11, 2016, the Board of Directors will be attending the California Special Districts Association (CSDA) annual
conference in San Diego. President Scheafer has requested the October 27, 2016 Board of Directors regular meeting be
rescheduled due to a conflict in his schedule.
Staff Recommendation
That the Board of Directors considers rescheduling the October 11 Study Session meeting and the October 27 Board of
Directors meeting.
Analysis
Every year the Board attends CSDA's annual conference, which is a three and half day event where Board members
receive training and professional development on relevant topics effecting special districts such as ethics, finance,
personnel, emergency preparedness and regulatory requirements. The 2016 conference is in San Diego from October 10
13. October 11 is the Board's regularly scheduled study session, so this meeting will have to be rescheduled or canceled.
October 27, 2016 is the Boards regularly scheduled Board of Directors meeting, but President Scheafer has requested this
meeting be rescheduled due to a conflict in his schedule. President Scheafer will provide more information at tonight's
meeting.
Legal Review
Not applicable
Environmental Review
Consideration of alternate dates for two meetings is an administrative matter and is not a disturbance of the environment similar to
grading or construction and is not a project under CEQA or the District’s CEQA Guidelines.
Financial Review
There are no financial impacts to the District for rescheduling and/or canceling meetings
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the September 22, 2016 Board
of Directors meeting at District Headquarters and posted on the District's website.
Subject 3. Reschedule October 11 Study Session and October 27 Board of Directors Meeting
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action
Preferred Date Sep 22, 2016
Absolute Date Sep 22, 2016
Fiscal Impact No
Budgeted Yes
Recommended
Action
That the Board of Directors considers rescheduling the October 11 Study Session and October 27
Board of Directors Meetings.
Alternative Actions
1. Cancel the October 11, 2016 Study Session meeting
2. Do not reschedule the October 27, 2016 Board of Directors meeting. A quorum will still exist if President Scheafer is
absent.
Motion & Voting
E. ENGINEER'S REPORTS
Summary
Bids were opened on August 30, 2016 and the results are as follows:
Engineer's Estimate $393,400
GCI Construction, Inc.$412,482
Mike Prlich and Sons, Inc.$448,500
Charles King Company, Inc.$455,710
Colich & Sons L.P.$686,985
Staff checked the licensing requirements and references for the low bidder, GCI Construction, Inc. and found everything
in order, therefore, a recommendation to award the contract is being made.
Staff Recommendation
The Board of Directors:
1. Award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc., in the amount of
$412,482.
2. Approve a contingency of 10% in the amount of $41,248.
Analysis
The District has studied the life expectancy of its force mains and has a rehabilitation/replacement program due to the
major impact and serious nature of a force main break or rupture. The District has found certain CIP force mains
constructed in the 1950s and 1960s to need rehabilitation due to extremely thin remaining pipe walls. Force mains of
cast iron pipe (CIP), ductile iron pipe (DIP), and steel are subject to interior corrosion from the characteristics of
wastewater and subject to exterior corrosion based on type of local soils.
The District Engineer periodically meets with South Coast Plaza Management and has witnessed Management replacing
extensive sections of underground CIP waste piping due to extensive corrosion. In some areas of the plaza, when a
tenant moves out, concrete floors are saw cut and existing piping replaced, or pipe bursting or slip lining are used.
Therefore, the logical conclusion is the District’s existing CIP force main also needs rehabilitation or replacement.
The existing 470’ long 8” diameter cast iron pipe sewer force main begins at the pump station located at the northeast
corner of the south parking structure and flows in a southeasterly direction from the pump station to a gravity manhole
at the entrance to Bloomingdales. The District is unable to perform a condition assessment of the existing force main due
to multiple angle points in the line.
Subject 1. #200C South Coast Plaza Pump Station Force Main Replacement Bid Opening and
Award of Contract Staff Report
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact Yes
Dollar Amount $453,730.00
Budgeted Yes
Budget Source CIP
Recommended
Action
Award a contract to GCI Construction, Inc., in the amount of $412,482 and approve a
contingency of 10% in the amount of $41,248.
Goals 1.0 Sewer Infrastructure
Two sewer cleaning companies independently stated that any more than an 1/8 bend would prohibit the camera from
traveling through the line due to the 30” length of the camera and centering support. The electronic analysis firm PICA
from Edmonton, Canada, will not attempt an electronic analysis unless the line can first be cleaned, televised, pigged, and
‘proved’ as to clearance. These same bends make sliplining the existing pipe or installing a CIPP liner (cured in place pipe
liner) practically impossible.
Due to the inability to assess the existing force main or utilize sliplining or CIPP, the District investigated various
alternatives to utilizing the existing 8” CIP line. Unfortunately, the option of constructing a parallel 8” force main was
dismissed due to the extensive existing utilities in the force main path along with low head clearances for the portion of
the force main location in the parking structure.
The fourth option of utilizing the existing 200’ long existing 4” CIP force main from the previously abandoned second
pump station that pumps in a northerly and northwesterly direction was investigated. This station was constructed in
1973 but abandoned in 1991 when the two stations were combined.
Using this 4” CIP force main lead to the following challenges. Firstly, the existing 4” line is too small for the current
operating point; secondly, the line is CIP (cast iron pipe) and may be severely corroded; and thirdly, the existing 8” VCP
downstream gravity sewer system does not have the capacity to handle the existing operating condition combined with
the existing flows. (The existing flows were determined during a flow monitoring study attached hereto).
In order to overcome these challenges, the District will replace the existing 4” line with a new 6” force main. The 6” line
is shorter in length, but the reduction from 8” diameter to 6” diameter adds sufficient friction loses to reduce the
pumping rate to an acceptable level as shown in calculations. The existing run time per pump per day is an extremely low
onehour per day, so increasing the run time will have no impact on the pump life expectancy.
It is also noted during the flow monitoring of the existing 8” VCP downstream gravity system that the end caps of various
capped laterals had become dislodged and sand and soil were in the main. Therefore, the project includes installing a CIPP
liner in the gravity system. Additionally, the valves inside the valve vault are 25 years old so the valves and piping are
being replaced as well.
In order to look to the future, the existing 8” force main will not be completely abandoned, but will be left in service as an
emergency line and isolated with valves. This allows the District to return and consider rehabilitation methods that could
lead to having a true secondary force main in consideration of a possible dual force main policy.
This item was discussed at the September 13, 2016 study session in which the Board directed staff to bring this item
back for tonight's meeting for approval consideration.
Legal Review
District Counsel has reviewed and approved the attached contract with GCI Construction.
Environmental Review
The replacement of the force main and other work being contemplated is categorically exempt under the California
Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.) under Section 15301 as a "Class 1"
minor alteration of existing public or private structures", as further described in Section (b) as "Existing facilities of both
investor and publiclyowned utilities used to provide. . . .sewerage. . .".
Financial Review
The total budget for project #200C, South Coast Plaza Pump Station Force Main Replacement is $500,000. The project
to date expenses total $4,553, including encumbrances. The remaining available budget is $495,447 which is sufficient
to cover the award of this contract.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the September 22, 2016 Board of
Directors regular meeting at District Headquarters and on District’s website.
Alternative Actions
1. Do not award the project to GCI Construction, Inc..
2. Refer the matter back to staff for additional information.
Attachment: Contract between GCI Construction, Inc. and CMSD.
File Attachments
#200C SCP Pump Station GCI Construction Agreement a.083016.pdf (330 KB)
Motion & Voting
Award a contract to GCI Construction, Inc., in the amount of $412,482 and approve a contingency of 10% in the
amount of $41,248.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
E. ENGINEER'S REPORTS
To: General Manager, Alternate District Engineer
From: District Engineer
Re: Declaration of Conflict of Interest, Recusal and Referral to Alternate District Engineer:
[Description of Property/Project/Clients]
Please be advised that I have been retained to do private engineering work for the property at 131 Virginia Place, Costa
Mesa, which is owned / developed by St. Mary Church. I have reason to believe that this project or those persons
involved in that project may have the need for District engineering approvals in the future. I have been retained by St.
Mary Church and will be reporting this relationship as a source of income on my FPPC Statement of Economic Interests
Form 700 next year.
Pursuant to state law, District Operations Code Section 3.01.045, and my contract with the District:
1. I hereby notify you of this source of income or other relationship that causes me a conflict in approving any
matters in my official capacity pertaining to this property and these persons.
2. I request that the General Manager alert the Alternate District Engineer that he is to provide all engineering
approvals on behalf of the District with respect to these persons or that property.
3. That the Alternate District Engineer shall report directly to the General Manager and submit his bills for services
directly to the General Manager.
4. That if any plans are required to be approved, that those shall show my seal and signature as private engineer of
record, and the Alternate District Engineer shall provide his approval by signing as Alternate District Engineer. That
these separate approvals shall be given on the same page and in a manner that clearly shows the separate
capacities of each engineer in providing their respective approvals.
5. I request that the District Clerk maintain a copy of this Declaration of Conflict of Interest, Recusal and Referral to
Alternate District Engineer as a permanent record of the District or for as long as required under the District’s
record retention schedule.
I understand that this procedure does not allow me to enter into or influence the awarding of contracts in my official
capacity in which I have a financial interest, which is a separate prohibition. (Gov. Code § 1090.)
If I can provide further information about the identity of my source of income or about the scope of my assignment,
please advise, and I will elaborate as necessary.
Robin Hamers
District Engineer
Subject 2. Conflict of Interest 131 Virginia Place, Costa Mesa
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Receive and File
E. ENGINEER'S REPORTS
File Attachments
CIP Updates September 2016 mtg.pdf (36 KB)
Subject 3. Project Status Report
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Receive and File
Goals 1.0 Sewer Infrastructure
H. LOCAL MEETINGS: In accordance with AB 1234 (Gov. Code 53232.3), a report
is required to be given by a Director for any meeting for which expense
reimbursement of any kind is provided. Note: For meetings for which the per
diem compensation is sought, the Operations Code provides that such
compensation is authorized for each day’s service rendered as a Director at the
request of the Board (not to exceed six days in one month), and certain
meetings are specified as being eligible as set forth in District Operations Code §
3.01.030. For meetings not so listed, the Board must approve the service for it to
be eligible for the per day compensation.
Subject 1. Orange County Sanitation District (OCSD) (Director Ferryman)
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Information
H. LOCAL MEETINGS: In accordance with AB 1234 (Gov. Code 53232.3), a report
is required to be given by a Director for any meeting for which expense
reimbursement of any kind is provided. Note: For meetings for which the per
diem compensation is sought, the Operations Code provides that such
compensation is authorized for each day’s service rendered as a Director at the
request of the Board (not to exceed six days in one month), and certain
meetings are specified as being eligible as set forth in District Operations Code §
3.01.030. For meetings not so listed, the Board must approve the service for it to
be eligible for the per day compensation.
Subject 2. Santa Ana River Flood Protection Agency (SARFPA) (Vice President Perry)
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Information
H. LOCAL MEETINGS: In accordance with AB 1234 (Gov. Code 53232.3), a report
is required to be given by a Director for any meeting for which expense
reimbursement of any kind is provided. Note: For meetings for which the per
diem compensation is sought, the Operations Code provides that such
compensation is authorized for each day’s service rendered as a Director at the
request of the Board (not to exceed six days in one month), and certain
meetings are specified as being eligible as set forth in District Operations Code §
3.01.030. For meetings not so listed, the Board must approve the service for it to
be eligible for the per day compensation.
Subject 3. Independent Special Districts of Orange County (ISDOC) (President Scheafer)
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Information
H. LOCAL MEETINGS: In accordance with AB 1234 (Gov. Code 53232.3), a report
is required to be given by a Director for any meeting for which expense
reimbursement of any kind is provided. Note: For meetings for which the per
diem compensation is sought, the Operations Code provides that such
compensation is authorized for each day’s service rendered as a Director at the
request of the Board (not to exceed six days in one month), and certain
meetings are specified as being eligible as set forth in District Operations Code §
3.01.030. For meetings not so listed, the Board must approve the service for it to
be eligible for the per day compensation.
Subject 4. California Special Districts Association (CSDA) (Assistant Secretary Schafer)
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Information
H. LOCAL MEETINGS: In accordance with AB 1234 (Gov. Code 53232.3), a report
is required to be given by a Director for any meeting for which expense
reimbursement of any kind is provided. Note: For meetings for which the per
diem compensation is sought, the Operations Code provides that such
compensation is authorized for each day’s service rendered as a Director at the
request of the Board (not to exceed six days in one month), and certain
meetings are specified as being eligible as set forth in District Operations Code §
3.01.030. For meetings not so listed, the Board must approve the service for it to
be eligible for the per day compensation.
Subject 5. Special District Risk Management Authority (SDRMA) (President Scheafer)
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Information
H. LOCAL MEETINGS: In accordance with AB 1234 (Gov. Code 53232.3), a report
is required to be given by a Director for any meeting for which expense
reimbursement of any kind is provided. Note: For meetings for which the per
diem compensation is sought, the Operations Code provides that such
compensation is authorized for each day’s service rendered as a Director at the
request of the Board (not to exceed six days in one month), and certain
meetings are specified as being eligible as set forth in District Operations Code §
3.01.030. For meetings not so listed, the Board must approve the service for it to
be eligible for the per day compensation.
Subject 6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55,
Operations Code Section 3.01.030
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Information
J. NEW BUSINESS
Your company or organization is invited to share in a public service event in honor of our city's finest. Sponsorships
start as low as $50 to $5,000. Raffle prizes to be distributed to our service men and women are gratefully
accepted.
Subject 1. Costa Mesa Public Safety Recognition Barbeque Sponsorship
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Action, Receive and File
Recommended
Action
That the Board of Directors consider sponsoring the Costa Mesa Public Safety Recognition
Barbeque honoring the city's Police, Fire and Communications Departments.
L. ADJOURN TO CLOSED SESSION
1. Costa Mesa Sanitary District v. Santa Ana Regional Water Quality Control Board (OC Sup Ct # 3020160084260
CUCMCJC)
2. Costa Mesa Sanitary District v. The State of California, acting through its Department of Transporation (Caltrans)
(OC Sup Ct #30201600867168CUEICXC)
3. Scheafer v. Mesa Water District
Subject 1. Conference with Legal Counsel Existing Litigation (Government Code Section
54956.9(d)(1))
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Receive and File
N. CLOSING ITEMS
THE NEXT REGULAR MEETING OF THE COSTA MESA SANITARY DISTRICT BOARD OF DIRECTORS WILL BE HELD ON
OCTOBER 27, 2016 IN THE DISTRICT'S BOARD ROOM, 628 W. 19TH STREET.
Subject 1. Adjourn
Meeting Sep 22, 2016 Board of Directors Regular Meeting
Access Public
Type Procedural