2017_01_26_boardThursday, January 26, 2017
Board of Directors Regular Meeting
290 Paularino Avenue, Costa Mesa
5:30PM
A. OPENING ITEMS
Subject 1. Call to Order
Meeting Jan 26, 2017 Board of Directors Regular Meeting
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Type Procedural
A. OPENING ITEMS
Subject 2. Pledge of Allegiance
Meeting Jan 26, 2017 Board of Directors Regular Meeting
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Type Procedural
A. OPENING ITEMS
Subject 3. Invocation
Meeting Jan 26, 2017 Board of Directors Regular Meeting
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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 4. Roll Call
Meeting Jan 26, 2017 Board of Directors Regular Meeting
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Type Procedural
A. OPENING ITEMS
Subject 5. Ceremonial Matters and Presentations
Meeting Jan 26, 2017 Board of Directors Regular Meeting
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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 6. Announcement of Late Communications
Meeting Jan 26, 2017 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 7. Public Comments
Meeting Jan 26, 2017 Board of Directors Regular Meeting
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Type Procedural
B. CONSENT CALENDAR
Motion & Voting
Subject 1. Approve Consent Calendar
Meeting Jan 26, 2017 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 Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Board of Directors Study Session (Tuesday, December 13, 2016)
Members present
Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Members absent
None
Staff present
Scott Carroll (General Manager), Noelani Middenway (District Clerk), Wendy Davis (Finance Manager),
Robin Hamers (District Engineer), Ed Roberts (Code Enforcement Officer), Dyana Bojarski
(Management Analyst II), Gina Terraneo (Management Analyst I)
Others present
Lawrence Jones (CR&R), Jim Mosher (resident)
Meeting called to order at 9:30 AM
A. OPENING ITEMS
Procedural: 1. Call to Order
President Scheafer called the meeting to order at 9:30 A.M.
Procedural: 2. Roll Call
District Clerk, Noelani Middenway, conducted roll call. All members of the Board of Directors were
present.
Procedural: 3. Public Comments
President Scheafer opened public comments.
Jim Mosher, a member of the public, provided comments concerning the swearing in of reelected
officials, as designated in the District's Operations Code. He noted that the Operations Code states
that elected officials are sworn in on the first Friday of December, when the official election results are
provided.
Discussion followed regarding the District's Operations Code and the reasoning behind the swearing in
policy.
President Scheafer closed public comments.
Subject 2. Approve the Board of Directors Study Session Meeting Minutes of December 13,
2016
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the meeting minutes as presented.
B. ITEMS OF STUDY
Receive and File: 1. Organics Tonnage
Recommendation: That the Board of Directors receive and file the report.
General Manager, Scott Carroll, presented the report.
The Board of Directors received the report and there were no further questions or discussion.
Receive and File: 2. Code Enforcement Officer Report
Recommendation: That the Board of Directors receive and file the report.
Code Enforcement Officer, Ed Roberts, provided report details concerning scavenging activity within
the community. Mr. Roberts discussed the current approach of noticing violating residents and the
citation process.
Discussion ensued regarding the types of notices and violations.
The Board of Directors received the report and there were no further questions or discussion.
Discussion, Receive and File: 3. Scavenging
Recommendation: That the Board of Directors provide feedback for staff.
Mr. Carroll provided report details and discussed recent scavenging activity. He provided options to
further address scavenging in the community and sought direction from the Board of Directors.
Discussion followed regarding the fines collected through scavenging citations.
Assistant Secretary Schafer suggested that CR&R inform the District of scavenging activity when
sighted. Additionally, she suggested that staff uphold the status quo for the next three months and
then revisit the issue.
Secretary Ooten concurred that CR&R and District staff collaborate to address scavenging issues. He
asked if the lockable carts are still being provided by the District.
Lawrence Jones, CR&R, commented that lockable carts are still available. Additionally, he noted that
CR&R drivers would not be able to provide scavenging information, as scavenging often takes place
before trash collection.
President Scheafer requested that further information regarding scavenging be provided at the
January Board Meeting.
Secretary Ooten suggested that the District educate the public regarding the District's ordinance in
the quarterly newsletter.
The Board of Directors directed staff to bring program details to the January Board Meeting. There
were no further questions or comments and the report was received.
Discussion: 4. Trash Carts Stored in Alleys Update
Recommendation: That the Board of Directors provide feedback for staff.
Mr. Carroll provided report details and presented photos of trash carts in the rightofway.
Discussion followed regarding collaborating with the City of Costa Mesa to address alley issues.
Secretary Ooten suggested that the issue be placed on the agenda for a future Liaison
Committee Meeting.
Vice President Perry suggested a oneonone meeting with City of Costa Mesa staff.
The Board of Directors directed staff to report back with more information. There were no further
questions or comments and the report was received.
Receive and File: 5. Household Hazardous Waste Collection Event Final Report
Recommendation: That the Board of Directors receive and file the report.
Gina Terraneo, Management Analyst I, provided report details regarding the November 5, 2016
Household Hazardous Waste (HHW) Collection Event. She noted that a total of 25,154 pounds of HHW
was collected, which is a 25% increase in collection from the District's 2014 event.
Secretary Ooten suggested that the District advertise the event through the Costa Mesa Minute in the
future.
The Board of Directors received the report and there were no further questions or discussion.
Receive and File: 6. District Website Enhancements
Recommendation: That the Board of Directors receive and file the report.
Ms. Terraneo provided report details and shared website enhancements.
President Scheafer opened public comments.
Mr. Mosher provided comments concerning finding information about past and future Board Meetings
on the District's website.
The Board of Directors received the report and there were no further questions or discussion.
Discussion: 7. Shared Services
Recommendation: That the Board of Directors provide feedback for staff.
Mr. Carroll provided report details regarding shared services.
Secretary Ooten suggested discussing shared services with the City of Costa Mesa. He indicated that
he would support assisting the City of Costa Mesa and Mesa Water District by providing the use of the
District's vactor truck.
President Scheafer noted the importance of sharing the message that the District is in favor of shared
services, as long as all stake holders are involved. He opened public comments.
Mr. Mosher commented concerning the importance of providing accurate cost savings of shared
services.
The Board of Directors directed Mr. Carroll to reach out to the City of Costa Mesa and Mesa Water
District to discuss potential shared services.
Director Ferryman indicated concern that the District should not rush into shared services with Mesa
Water District.
Vice President Perry noted that he would prefer to wait until January 2017 to contact the City of Costa
Mesa and Mesa Water District.
Assistant Secretary Schafer and Secretary Ooten indicated agreement to wait until January 2017.
The Board of Directors directed staff to hold off on contacting the City of Costa Mesa and Mesa Water
District concerning shared services until January 2017. There were no further questions or comments
and the report was received.
Discussion: 8. Engineering Technician
Recommendation: That the Board of Directors provide feedback for staff.
Dyana Bojarski, Management Analyst II, provided report details.
Discussion followed regarding the proposed average minimum annual salary and qualifications for the
Engineering Technician position.
The Board of Directors directed staff to move forward with the average annual salary range for the
Engineering Technician classification and bring the item back to the December 22, 2016 Board of
Directors meeting. There were no further questions or comments and the report was received.
C. ORAL COMMUNICATIONS & DIRECTOR COMMENTS
Procedural: 1. Oral Communications & Director Comments
President Scheafer requested that District Clerk, Noelani Middenway, inform the Board of Directors of
their certification needs. He also requested that staff invite Mike Carey of Orange Coast College
(OCC) to provide an update regarding the OCC Recycling Center at a future Study Session. Lastly, he
discussed correspondence sent by Board President Temianka of Mesa Water District.
Director Ferryman requested that the District's response to Mesa Water District include mention of
their violation of the judge's order to not include specific language in their public outreach and
campaigning materials.
Secretary Ooten requested that Mr. Carroll contact the City of Costa Mesa and Mesa Water District to
confirm whether or not the Liaison Committee Meeting would take place on December 16, 2016.
Discussion followed regarding the recruitment for the Management Analyst I position.
Director Ferryman shared the idea of building selfcleaning outdoor restrooms for public use in Costa
Mesa, similar to those used in San Francisco.
D. CLOSING ITEMS
Procedural: 1. Adjournment
President Scheafer adjourned the meeting at 11:39 A.M.
File Attachments
minutes_2016_12_13_ss.pdf (55 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Board of Directors Regular Meeting (Thursday, December 22, 2016)
Members present
Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Members absent
None
Staff present
Scott Carroll (General Manager), Noelani Middenway (District Clerk), Alan Burns (District Counsel),
Robin Hamers (District Engineer), Wendy Davis (Finance Manager), Marc Davis (District Treasurer),
Dyana Bojarski (Management Analyst II), Gina Terraneo (Management Analyst I)
Others present
Roger Faubel (Faubel Public Affairs), Peter Whittingham (Curt Pringle & Associates), Jim Mosher
(resident)
Meeting called to order at 5:30 PM
A. OPENING ITEMS
Procedural: 1. Call to Order
President Scheafer called the meeting to order.
Procedural: 2. Pledge of Allegiance
President Scheafer led the Pledge of Allegiance.
Procedural: 3. Invocation
Vice President Perry offered the invocation.
Procedural: 4. Roll Call
Noelani Middenway, District Clerk, conducted roll call and all members of the Board of Directors were
present.
Procedural: 5. Ceremonial Matters and Presentations
None at this time.
Procedural: 6. Announcement of Late Communications
None at this time.
Procedural: 7. Public Comments
Subject 3. Approve the Board of Directors Regular Meeting Minutes of December 22, 2016
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the meeting minutes as presented.
President Scheafer opened public comments.
Jim Mosher, a resident, provided comments regarding the swearing in of Directors Perry and Ferryman
at the Special Meeting held on December 2, 2016. Additionally, Mr. Mosher commented that he had
difficulty finding the District's wastewater rates on the District website.
Alan Burns, District Counsel, replied to Mr. Mosher's comment and noted that California state law
specifies that elected officers must take office on the first Friday of December following the election.
Wendy Davis, Finance Manager, noted that the District's rate structure is located on the Finance page
of the District website.
Director Ferryman commented that the website is continually being updated to improve its
transparency.
Art Perry noted that the District's address has not been updated on the Yahoo search engine.
President Scheafer closed public comments.
B. CONSENT CALENDAR
Action (Consent): 1. Approve Consent Calendar
Recommendation: That the Board of Directors approve the Consent Calendar as presented.
Motion: To approve the Consent Calendar as presented.
Motion by Arlene Schafer, second by Art Perry.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
C. PUBLIC HEARINGS
None at this time.
D. GENERAL MANAGER'S REPORTS
Action: 1. Approve Board of Directors Nominations and Appointments
Recommendation: That the Board of Directors considers appointing new officers of the Board, as well
as appointing Board members to represent the District on local, regional, and statewide committees
and organizations.
Noelani Middenway, District Clerk, presented report details.
Assistant Secretary Schafer suggested that the Board of Directors appoint officers once every year
rather than once every two years.
Alan Burns, District Counsel, noted that the District could change its code to reflect an annual officer
appointment.
Discussion followed regarding bringing the proposed change to a future Study Session for further
discussion.
Motion: To appoint Mike Scheafer as Board President
Motion by Art Perry, second by Bob Ooten
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Art Perry as Vice President
Motion by Mike Scheafer, second by Arlene Schafer
Final Resolution: No vote was taken and a substitute motion was made.
Substitute Motion: To appoint Jim Ferryman as Vice President
Motion by Art Perry, second by Arlene Schafer
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Arlene Schafer as Secretary
Motion by Art Perry, second by Bob Ooten
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Bob Ooten as Assistant Secretary
Motion by Mike Scheafer, second by Jim Ferryman
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Art Perry as Director
Motion by Mike Scheafer, second by Art Perry
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Jim Ferryman as the Orange County Sanitation District (OCSD) Board Member
Motion by Bob Ooten, second by Arlene Schafer
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Bob Ooten as the Orange County Sanitation District (OCSD) Alternate
Motion by Art Perry, second by Arlene Schafer
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Art Perry as the Santa Ana River Flood Protection Agency (SARFPA) Board Member
Motion by Jim Ferryman, second by Arlene Schafer
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To appoint Bob Ooten as the Santa Ana River Flood Protection Agency (SARFPA) Alternate
Motion by Art Perry, second by Arlene Schafer
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
President Scheafer requested that staff find out if he was appointed as the Independent Special
Districts of Orange County's (ISDOC) representative for the Orange County Council of
Governments (OCCOG).
There were no further questions or discussion.
Action: 2. Approve the 2017 Costa Mesa Sanitary District Meeting Calendar
Recommendation: That the Board of Directors approve the 2017 meeting calendar as presented.
Noelani Middenway, District Clerk, presented the 2017 Meeting Calendar and noted changes made due
to holiday closures and scheduling conflicts.
Assistant Secretary Schafer asked if the NewportMesa Unified School District (NMUSD) would be
included in future Liaison Meetings.
Discussion followed regarding adding an agenda item about NMUSD's participation to the upcoming
liaison meeting agenda.
Motion: To approve the 2017 meeting calendar as presented.
Motion by Art Perry, second by Arlene Schafer
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action: 3. Approve Engineering Technician Position
Recommendation: That the Board of Directors approves and adopts the Engineering Technician
position classification, salary range and job description.
Dyana Bojarski, Management Analyst II, provided report details and described the classification and
duties of the Engineering Technician.
Discussion followed regarding the job description and local schools that may have curriculum fitting
the job requirements.
Motion: To approve and adopt the Engineering Technician position classification, salary range and job
description.
Motion by Bob Ooten, second by Art Perry
Final Resolution: Motion carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action, Procedural: 4. Financial Statements for Year Ended June 30, 2016
Recommendation: That the Board of Directors receive and file the Comprehensive Annual Financial
Report, auditors’ report in accordance with Government Auditing Standards, and the auditors’ required
communication for the year ended June 30, 2016.
Wendy Davis, Finance Manager, presented the Comprehensive Annual Financial Report (CAFR). She
noted that the auditors did not find any significant deficiencies.
President Scheafer opened public comments.
Jim Mosher, a resident, provided comments about the District's Popular Annual Financial Report
(PAFR), information presented in the Optimal Governance Structure Study by Arcadis U.S. Inc., and
the location of the financial statements on the District's website.
President Scheafer closed public comments.
Ms. Davis noted that the financial statements are available on the Finance page of the District's
website.
Secretary Ooten requested that staff provide an updated diversion rate.
Discussion followed regarding the diversion rate and the solid waste budget.
Scott Carroll, General Manager, described the difference between the CAFR and the PAFR and
indicated that the District is one of few agencies that produce a PAFR.
There was no further discussion and the report was received.
Action: 5. Approve Extending Faubel Public Affairs Agreement
Recommendations:
1. That the Board of Directors considers extending the agreement with Faubel Public Affairs.
2. That the Board approve the appropriation of $35,000 from fund balance in the solid waste and
$35,000 from contingency in the wastewater fund.
Scott Carroll, General Manager, presented report details and described the work that Faubel Public
Affairs has done for the District.
Discussion followed regarding the consolidation effort by Mesa Water District and the benefits of
maintaining the consulting services.
President Scheafer, Assistant Secretary Schafer, and Vice President Perry indicated that they would
like to see the consulting services continue.
President Scheafer opened public comments.
Jim Mosher, a resident, provided comments regarding the District's contract with Faubel Public Affairs.
President Scheafer closed public comments.
Motion: To extend the Agreement with Faubel Public Affairs by 6 months.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To approve the appropriation of $35,000 from fund balance in the solid waste and $35,000
from contingency in the wastewater fund.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action: 6. Grease Control Device Installation Assistance Program
Recommendations: That the Board of Directors:
1. Does not approve a Grease Control Device Installation Assistance Program;
2. Direct staff to continue status quo cleaning of FOG related hot spots; and
3. Continue encouraging Food Service Establishments (FSEs) use best management practices for Fats,
Oil and Grease (FOG)
Scott Carroll, General Manager, presented report details and noted that upon further analysis the
Grease Control Device Installation Assistance Program would potentially cost more than the status quo
cleaning of FOG related hot spots.
Discussion followed regarding specific hotspots and the definition of term "significant offenders" as it is
used in the staff report.
President Scheafer requested that staff invite EEC to attend a future Study Session.
Discussion followed regarding the cost of inspections.
Motion: To not approve a Grease Control Device Installation Assistance Program, direct staff to
continue status quo cleaning of FOG related hot spots, and continue encouraging Food Service
Establishments (FSEs) to use best management practices for Fats, Oil and Grease (FOG).
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action: 7. Adopt Ordinance No. 2016116 Authorizing Recent CCTV Inspections To Be Used
For Other Construction Within The Year
Recommendation: That the Board of Directors adopt Ordinance No. 2016116 Authorizing Recent
CCTV Inspections To Be Used For Other Construction Within The Year.
Scott Carroll, General Manager, presented Ordinance No. 2016116 and noted that the District
currently requires CCTV Inspection for each construction project permitted by the District.
Motion: To adopt Ordinance No. 2016116 Authorizing Recent CCTV Inspections To Be Used For Other
Construction Within The Year.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action: 8. Acceptance of Improvements 290 Paularino Avenue Facility Improvements
Recommendation: That the Board of Directors approves the following action:
1. Approve Change Orders 34 and 35 totaling $8,237;
2. Accept improvements as completed and file a Notice of Completion;
3. Authorize payment of 5% retention 35 days after Notice of Completion is recorded; and
4. Exonerate Labor and Material Bond 35 days after Notice of Completion is recorded and exonerate
Faithful Performance Bond one year after Notice of Completion is recorded.
Scott Carroll, General Manager, presented the Notice of Completion for the improvements of 290
Paularino Ave. He noted that the total cost of the building improvements remains under budget, but
additional electrical and HVAC work totaling $8,237 requires the Board's approval.
Motion: To approve Change Orders 34 and 35 totaling $8,237, accept improvements as completed and
file a Notice of Completion, authorize payment of 5% retention 35 days after Notice of Completion is
recorded, and exonerate Labor and Material Bond 35 days after Notice of Completion is recorded and
exonerate Faithful Performance Bond one year after Notice of Completion is recorded.
Motion by Arlene Schafer, second by Art Perry.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action: 9. Approve Estancia High School Baseball Team Contribution Program Eligibility
Application
Recommendation: That the Board of Directors approves the Contribution Program Eligibility
Application from the Estancia High School Baseball Team in the amount of $500.00.
Vice President Perry recused himself from the vote due to his association with Estancia High School
and stepped out of the meeting at 6:39 P.M.
Scott Carroll, General Manager, presented the contribution request from the Estancia High School
Baseball Team. He noted that the contribution would include a promotional banner in the baseball
outfield.
Motion: To approve the Contribution Program Eligibility Application from the Estancia High School
Baseball Team in the amount of $500.00.
Motion by Art Perry, second by Jim Ferryman.
Final Resolution: Motion Carries 401 with Vice President Perry recusing himself from the vote
Aye: Arlene Schafer, Bob Ooten, Jim Ferryman, Mike Scheafer
Not Present at Vote: Art Perry
Vice President Perry returned to the meeting at 6:43 P.M.
There were no further questions or discussion.
Action: 10. Approve the Costa Mesa Community Run 10th Anniversary Contribution Program
Application
Recommendation: That the Board of Directors considers sponsoring the Costa Mesa Community Run's
10th Anniversary at the $500 level.
Scott Carroll, General Manager, presented the contribution request from the Costa Mesa Community
Run. He noted that the District has participated in the event for several years and typically promotes
the District's recycling programs at the event.
President Scheafer shared that Karen Barloon, the Costa Mesa Community Run's event coordinator,
apologized for not being able to attend the meeting.
Motion: To sponsor the Costa Mesa Community Run's 10th Anniversary at the $500 level.
Motion by Bob Ooten, second by Arlene Schafer.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
Action, Receive and File: 11. Project #313 Victoria Pump Station Force Main Replacement
Budget Transfer
Recommendation: That the Board approve the transfer of $133,000 from President Pump Station
Rehab Project #317 to Victoria Force Main Upgrade Project #313.
Scott Carroll, General Manager, presented report details and noted that there is not currently enough
funds in the Project #313 budget to award the contract to the lowest bidder (plus a 10% contingency).
He added that if the Board approves the budget transfer of $133,000, he will approve the
proposal from Robin B. Hamers & Associates, Inc. for contract administration and inspection services.
Discussion followed regarding the District's force main replacement projects.
Motion to transfer $133,000 from President Pump Station Rehab Project #317 to Victoria Force Main
Upgrade Project #313.
Motion by Jim Ferryman, second by Art Perry.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
E. ENGINEER'S REPORTS
Action, Receive and File: 1. Project Status Report
Recommendation: The Board of Directors receive and file the report.
Rob Hamers, District Engineer, presented report details and offered to answer any questions.
There were no questions or discussion and the report was received.
Action: 2. Acceptance of Improvements Project #200B Harbor Pump Station Sewer Force
Main Replacement
Recommendation: That the Board of Directors approves the following action:
1. Accept improvements as completed and file a Notice of Completion.
2. Authorize payment of 5% retention 35 days after Notice of Completion is recorded.
3. Exonerate Labor and Material Bond 35 days after Notice of Completion is recorded and exonerate
Faithful Performance Bond one year after Notice of Completion is recorded.
Rob Hamers, District Engineer, presented the Notice of Completion and described Project #200B.
Motion: To accept improvements as completed and file a Notice of Completion, authorize payment of
5% retention 35 days after Notice of Completion is recorded, and exonerate Labor and Material Bond
35 days after Notice of Completion is recorded and exonerate Faithful Performance Bond one year after
Notice of Completion is recorded.
Motion by Bob Ooten, second by Arlene Schafer.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no questions or discussion.
Action: 3. Project #313 Victoria Pump Station Force Main Replacement; Bid Opening and
Award of Contract
Recommendation: That the Board of Directors:
1. Award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc. in the
amount of $377,620.
2. Approve a contingency of 10% in the amount of $37,762.
Rob Hamers, District Engineer, presented the bid results for Project #313.
Motion: To award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc. in
the amount of $377,620 and to approve a contingency of 10% in the amount of $37,762.
Motion by Arlene Schafer, second by Bob Ooten.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no questions or discussion.
F. TREASURER'S REPORTS
Nothing to report at this time.
G. ATTORNEY'S REPORTS
Alan Burns, District Counsel, provided updates regarding an amendment to state law about executive
compensation decisions, a Supreme Court hearing about the use of private devices for public business,
and the delivery of the CalTrans settlement check.
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.
Information: 1. Orange County Sanitation District (OCSD) (Director Ferryman)
Director Ferryman noted that the Mayor of Fullerton was elected as Chairman of OCSD. Additionally,
he noted that improvements were proposed for an industrial building that OCSD owns in Stanton, CA.
Information: 2. Santa Ana River Flood Protection Agency (SARFPA) (Vice President Perry)
Nothing to report at this time.
Information: 3. Independent Special Districts of Orange County (ISDOC) (President Scheafer)
President Scheafer noted that the 2017 calendar was approved and the speaker for the January 26,
2017 meeting will be Michelle Steel.
Information: 4. California Special Districts Association (CSDA) (Assistant Secretary Schafer)
Assistant Secretary Schafer noted that she was reelected as Secretary of the CSDA Executive Board.
Information: 5. Special District Risk Management Authority (SDRMA) (President Scheafer)
Nothing to report at this time.
Information: 6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55,
Operations Code Section 3.01.030
President Scheafer shared that he attended meetings with Ed Gilmet (resident) and Charley Wilson
(Santa Margarita Water District Board Member and Local Agency Formation Commissioner).
Vice President Perry reported that he attended the Costa Mesa City Council Special Meeting and the
Water Advisory Committee of Orange County (WACO).
Discussion followed regarding sending letters to congratulate all of the local newly elected officials.
I. OLD BUSINESS
None at this time.
J. NEW BUSINESS
None at this time.
K. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Secretary Ooten reiterated his request to receive an update regarding the District's diversion rate and
to have EEC attend a future Study Session.
Scott Carroll, General Manager, noted that he will present the updated diversion rate at the February
Study Session.
Assistant Secretary Schafer congratulated Directors Perry and Ferryman on their reelection.
Director Ferryman shared that his brother passed away last week.
President Scheafer thanked staff and the Board of Directors and wished everyone happy holidays.
L. ADJOURN TO CLOSED SESSION
M. RECONVENE TO OPEN SESSION
N. CLOSING ITEMS
Procedural: 1. Adjourn
President Scheafer adjourned the meeting at 7:11 P.M.
File Attachments
minutes_2016_12_22_rm.pdf (102 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
a. Directors' compensation for the month of December 2016
b. Directors' reimbursement of expenses for the month of December 2016
File Attachments
a. Compensation.pdf (1,619 KB)
b. Reimbursement of Expenses.pdf (966 KB)
Motion & Voting
Subject 4. Approve the Directors' Compensation and Reimbursement of Expenses
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the compensation and reimbursement of expenses as
presented.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Staff Recommendation
Approve the preparation of a warrant to CR Transfer in the amount of $192,727.14 for December 2016 recycling
and disposal services to be ratified in the January 2017 warrant register.
Costa Mesa Newport Beach Total
Residential Waste $138,250.10 $3,606.71 $141,856.81
Organics $48,479.42 $2,390.91 $50,870.33
Total Payment $192,727.14
Tonnage
Residential Waste 2,660.19 69.40 2,729.59
Organics 678.03 33.44 711.47
Total Tonnage 3,441.06
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the January 26, 2017
Board of Directors regular meeting at District Headquarters and posted on the District’s website.
Motion & Voting
Subject 5. Approve the preparation of a warrant to CR Transfer in the amount of $192,727.14
for December 2016 recycling and disposal services to be ratified in the January 2017
warrant register.
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Preferred Date Jan 26, 2017
Absolute Date Jan 26, 2017
Recommended
Action
Approve the preparation of a warrant to CR Transfer in the amount of $192,727.14 for December
2016 recycling and disposal services to be ratified in the January 2017 warrant register.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
WARRANT RESO 2017 201707.pdf (433 KB)
Motion & Voting
Subject 6. Adopt Warrant Resolution No. CMSD 201707 Approving District Warrant Registers
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors adopt Warrant Resolution No. CMSD 201707 approving District
warrants for the month of December 2016 in the amount of $1,407,862.14.
Goals 7.0 Finance
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
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 2016
2017 fiscal year as of December 31, 2016:
Adopted SLAP Budget (181 Applications) $200,000
FY 1516 Carryover Budget (48 Applications) 54,616
Total Budget** 254,616
FY 1617 New Applications Received = 147
Applications Processed for Payment* = 100 $99,189
Applications In Process* = 92 101,200
Available SLAP Spots Based on Funding = 50 55,000
Total Projected Cost $255,389
* 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.
Motion & Voting
Subject 7. Receive and File Sewer Lateral Assistance Program (SLAP) Update
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors receive and file this report.
Goals 1.9 Sewer Lateral Assistance Program (SLAP)
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
Payroll Transparency Disclosure Dec 2016.pdf (1,246 KB)
Motion & Voting
Subject 8. Approve Payroll Transparency Disclosure for December 2016
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve and file the report.
Goals 7.0 Finance
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
RESOLUTION NO. 2017893 ORDERING PUBLICATION OF ORDINANCE NO.pdf (14 KB)
publication_ord.116.pdf (484 KB)
Motion & Voting
Subject 9. Adopt Resolution No. 2017893 Ordering that Publication of Ordinance No. 116
Authorizing Recent CCTV Inspections to be used for Other Construction Within the
Year
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors adopt Resolution No. 2017893 Ordering that Publication of
Ordinance No. 116 Authorizing Recent CCTV Inspections to be used for Other Construction Within
the Year.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
The total occupancy count for December 2016 billing is 22,462, with fifteen (15) accounts added since the last
billing period.
The payment calculation is based on the following:
District's Current Rate for December of 2016
22,462 x $9.7954 = $220,024.27
Staff Recommendation
Accept the occupancy count as presented using 22,462 as the correct number of active units and direct staff to
prepare a warrant to CR&R Environmental Services for December 2016 collection based on this occupancy report
so long as the contractor fulfills the obligations of the agreement in the amount of $220,024.27 to be ratified in the
January 2017 warrant list.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the January 26,
2017 Board of Directors Regular meeting at District Headquarters and posted on the District’s website.
File Attachments
Occupancy Report December 2016.pdf (15 KB)
Motion & Voting
Subject 10. Accept the occupancy count as presented as 22,462 and direct staff to prepare a
warrant to CR&R Environmental Services for $220,024.27 for December 2016
collection.
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Preferred Date Jan 26, 2017
Absolute Date Jan 26, 2017
Recommended
Action
Accept the occupancy count as presented using 22,462 as the correct number of active units and
direct staff to prepare a warrant to CR&R Environmental Services for December 2016 collection
based on this occupancy report so long as the contractor fulfills the obligations of the agreement
in the amount of $220,024.27 to be ratified in the January 2017 warrant list.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
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 CCTV (Closed Circuit TV) Pilot Program activity for the 20162017 fiscal year
as of January 17, 2017:
Adopted CCTV Budget $20,000
FY 1516 Carryover Budget 0
Total Budget $20,000
FY 1617 New Applications Received = 40*
Applications Processed for Payment = 25** $ 3,965
Applications In Process = 15 2,155
Available Funding $13,880
*All applications received so far are from JustinTime Plumbing except one SOS.
**With Cleanouts = 12, Without Cleanouts = 13
Motion & Voting
Subject 11. Receive and file CCTV (Closed Circuit TV) Pilot Program Report
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors receive and file the report.
Goals 1.9 Sewer Lateral Assistance Program (SLAP)
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
The Government Finance Officers Association (GFOA) established the Popular Annual Financial Reporting Program (PAFR Program)
to encourage governments to take information from their Comprehensive Annual Financial Report (CAFR) and condense it into a
smaller easily understandable document that the general public can read without a background in finance. The GFOA then recognizes
governments for their achievement. The District submitted for the first time its June 30, 2015 PAFR and received the award. The PAFR
for the year ending June 30, 2016 has been completed and submitted to the GFOA. It is attached for your review.
Legal Review
Not applicable.
Environmental Review
The preparation of financial statements is an administrative action that 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
The only financial impact is the application cost of $225, which was included in the District’s budget.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the January 268, 2017 Board of Directors regular
meeting at District Headquarters and on District’s website at www.cmsdca.gov.
Alternative Actions
N/A
Attachments
1. Popular Annual Financial Report for the Year Ended June 30, 2016.
File Attachments
CMSD PAFR FY1516.pdf (1,413 KB)
Motion & Voting
Subject 12. Receive and File the Popular Annual Financial Report (PAFR) for the Year Ended
June 30, 2016
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent), Procedural
Recommended
Action
That the Board of Directors receive and file the Popular Annual Financial Report for the year
ended June 30, 2016.
Goals 7.7 Create a popular report and upload document on the District’s website
7.0 Finance
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
Staff is requesting the approval of outofstate travel for Wendy Davis and Kaitlin Tran, to attend the Government
Finance Officers Association (GFOA) annual conference in Denver, Colorado, May 21, 2017 through May 24,
2017. There is $3,850 included in the adopted budget for both staff members in attend this conference.
Analysis
The GFOA conference offers a variety of sessions that are beneficial to the development of staff. The
current year’s sessions include the following topics: Accounting & Financial Reporting, Budgeting &
Financial Planning, CIP/Economic Development for Asset/Infrastructure Management, Pension &
Benefit Administration, and Technology.
The GFOA also offers a scholarship to first time attendees of $380 for registration. This would be Ms.
Davis’ first time attending the GFOA conference so she has applied for the scholarship and is waiting to
hear if she has been approved. However, staff has included the full registration expense in case the
scholarship is not awarded.
The estimated cost of attendance is as follows:
Registration $ 760
Lodging 1,600
Airfare 500
Meals/transportation/Misc. 1,000
$3,850
Legal Review
Not applicable
Environmental Review
Attendance at a conference is an administrative matter and 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 total estimated cost of conference attendance is $3,850. There are sufficient funds available in
the Staff Development accounts.
Public Notice Process
Subject 13. Approve Out of State Travel to Government Finance Officers Association (GFOA)
Conference Denver, Colorado
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve out of state travel for the Finance Manager and Senior
Accountant to attend the GFOA Conference in Denver, Colorado.
Goals 7.7 Create a popular report and upload document on the District’s website
7.4 Produce a Comprehensive Annual Financial Report (CAFR)
7.6 Monitor the asset management program
7.2 Develop a long term CIP
7.0 Finance
Copies of this report are on file and will be included with the entire agenda packet for the January 26,
2017 Board of Directors regular meeting at District Headquarters and on District website at
www.cmsdca.gov
Alternative Actions
Do not approve the conference attendance.
File Attachments
gfoa conf.pdf (6,107 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
On June 10, 2017, the Board of Directors received a report from staff regarding a proposed program that will try to
deter scavenging of recyclable materials in the Westside neighborhood. The Board directed staff to bring the
report back to tonight's meeting for approval.
Recommendation
That the Board of Directors approve the Lockable Cart Program for the Westside Neighborhood.
Analysis
In 2011, CMSD implemented a lockable cart program as an attempt to deter scavenging activity within CMSD's
service area. Upon request, residents can replace one of their existing mixed waste cart with a lockable cart. To
date, there are 225 households that have lockable carts.
Currently, CR&R has an inventory of 42 lockable carts. Under the proposed program, staff will mail the attached
flyer to every home and/or unit in the Westside neighborhood. In addition, CMSD's enforcement officer will keep a
bundle of flyers with him to disseminate to residents when he comes in contact with them regarding scavenging.
Residents can apply online at CMSD's website or call HQ to request a lockable container.
Staff believes once the flyers start arriving in the mail we will experience a modest increase of phone calls and/or
online requests for the lockable containers and that 42 carts may not be enough to handle the demand. Therefore,
staff is recommending purchasing an additional one hundred carts at $75.00 per cart for a total cost of $7,500.
Even though staff will be focusing on the Westside the carts will be available to all CMSD residents. There are
approximately 3,400 homes/units in the Westside. The total cost to implement the program is $10,000. Of this
amount, $7,500 is for purchasing additional lockable carts and the remaining $2,500 is to produce and mail flyers,
which is done by an outside vendor.
Legal Review
Not applicable
Environmental Review
Using lockable trash containers, as opposed to standard trash containers, 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.
The trash collection program is a betterment of the environment.
Financial Review
There is $5,000 budget for Antiscavenging in account 101000044310. Staff is recommending the transfer of
$5,000 from the Household Hazardous Waste account 101000024300 to the Antiscavenging account. Per
Subject 14. Lockable Cart Program for the Westside Neighborhood
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact Yes
Dollar Amount $10,000.00
Budgeted No
Recommended
Action
That the Board of Directors approve the Lockable Cart Program for the Westside Neighborhood
Goals 2.00 Solid Waste
2.3 Comprehensive Education Program
2.5 Monitor advancements and technology in the solid waste industry
2.7 Continue code enforcement presence
Section 4.03.010(h) of CMSD's Operations Code, the general manager has authority to transfer up to $50,000.
After the Board adopts this program, the general manager will approve the transfer $5,000.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the January 26,
2017 Board of Directors regular meeting at CMSD Headquarters (290 Paularino Avenue) and posted on the
CMSD's website.
Alternative Actions
1. Direct staff to report back with more information.
File Attachments
Locking bin flyer.pdf (298 KB)
D. GENERAL MANAGER'S REPORTS
Summary
The schedule below represents the outline for creating and adopting the District’s Fiscal Year 201718 and 201819
budgets. Staff will be working on different aspects of the budget from now until the May Study Session and will
update the Board as necessary. Staff recommends the following target dates:
Action Item Target Date
Department Budgets due from Staff 02/24/17 Friday
Finance Review with departments 03/08/17 Wednesday
February 201617 Consumer Price Index released 03/20/17 Monday
General Manager review 03/27/17 Monday
Preliminary budget document handed out to Board 04/27/17 Thursday
Postcard Notice of Public Hearing (mailed 30 days prior) 05/08/17 Monday
Study Session meeting to review preliminary budget 05/09/17 Tuesday
Special Meeting to review preliminary budget 05/29/17 Week of
Publish newspaper notice of hearing (Gov Code 6066) 06/05/17 Week of
Study Session meeting (if necessary) to finalize budget 06/13/17 Tuesday
Public Hearing to adopt Sewer/Trash charges (Gov Code 5473.1) 06/22/17 Thursday
Budget adoption at regular Board meeting 06/22/17 Thursday
Transmit assessments to OC TreasurerTax Collector 08/10/17 Thursday
Legal Review
None 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
None required
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the January 26, 2017 Board
of Directors regular meeting at District Headquarters and on District website at www.cmsdca.gov.
Alternative Actions
1. Refer the matter back to staff for additional information.
File Attachments
Prelim Budget Calendar 201719.pdf (112 KB)
Subject 1. Discuss Preliminary Budget Calendar for the 20172019 Biennial Budget
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Discussion
Goals 7.0 Finance
D. GENERAL MANAGER'S REPORTS
Summary
On July 20, 2006, CMSD entered into an agreement with CR&R Environmental Services for the collection and
recycling of residential solid waste materials. After the fourth year of the agreement term, the agreement reverts to
a sixyear "evergreen" contract with the contract renewing so that there is a perpetual sixyear term. If the Board
approves issuing a Notice of Termination, the agreement with CR&R will expire in 2023
Recommendation
That the Board of Directors approves issuing a Notice of Termination to CR&R Environmental Services.
Analysis
For the past ten and half years, CR&R Environmental Services has provided automated solid waste collection
services to over 20,000 residential properties within CMSD service area. CR&R provides a "mixed waste stream"
collection system where all refuse and recyclable materials are disposed of in automated carts and then the
recyclables are separated at CR&R's transfer station in the City of Stanton. Mixed waste stream collection system
is a convenient and effective method for residents because it does not require them to source separate the
materials and the community is still able to achieve high diversion goals. For instance, CR&R diverted 57% of the
waste stream away from landfills using the mixed waste stream collection system. In the ten and half years of
service with CR&R, residents did not experience any rate increases in their solid waste assessment. In fact, the
Board approved two rate decreases in the past five years. CMSD's NettoHauler rate is $17.13 a month, which is
one of the lowest rates when compared to neighboring cities and CMSD's rate is within six percent of the county
average NettoHauler rate (CMSD's goal is to be within ten percent of the average NTH rate in the county). In
addition to the automated solid waste collection service, CR&R is required to provide special programs, as per the
terms of the agreement. The special programs include the following:
Telephone Book Recycling. This program ended in 2012 because telephone books are becoming obsolete,
so a new program was implemented, Alkaline Battery Recycling Program.
Christmas Tree Recycling.
Excess Boxes & Household Furnishings.
Large Item Pickups.
Other programs CR&R is required to perform as per the terms of the agreement, include:
Tours of CR&R's Recycling and Transfer Station.
A monetary contribution of $10,000 per year to assist CMSD with public education.
A cash donation of $500 per year to support local recycling efforts, such as the Alkaline Battery Recycling
Program.
A monetary contribution of $10,000 to provide a Household Hazardous Waste (HHW) collection program.
Provide a static display of baled recyclables at the annual Community Run and provide $200 for prizes.
A monetary contribution of $5,000 to support antiscavenging of recyclable materials.
Signage on CR&R's collection trucks that promote recycling programs.
On October 27, 2011 CMSD and CR&R executed the first amendment to the agreement that allowed residents to
receive three large item pickups per calendar year and up to ten large items per each pickup for a total of 30 items
per year. On February 25, 2014, the second amendment was executed for the implementation of the Organics
Recycling Program. The Organics Recycling Program requires participants to source separate their green waste
Subject 2. CR&R Environmental Services Exclusive Franchise Agreement
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact No
Recommended
Action
That the Board of Directors Approves Issuing a Notice of Termination to CR&R Environmental
Services.
Goals 2.00 Solid Waste
and food scraps in a separate organics cart where the material is delivered to an anaerobic digestion (AD) facility in
the City of Perris. The AD facility is owned and operated by CR&R. The green waste and food scraps are
converted into renewable natural gas (RNG), which is the cleanest burning natural gas on the market.
As mentioned above, after the fourth year of the agreement, the agreement reverts to a sixyear "evergreen"
contract with the contract renewing so that there is a perpetual sixyear term. This arrangement was made
because CR&R was purchasing CMSD's automated carts. Prior to implementing the agreement, CMSD owned and
maintained over 40,000 carts. In 2006, CR&R was to become the owner of the carts and CR&R would be
responsible for maintaining said carts. CR&R wanted certainty in their investment, which is why the term of the
agreement guarantees a minimum of ten years. It has been over ten years since the agreement was executed and
staff believes CR&R has received a return on their investment, so now is a good time to issue a Notice of
Termination.
After you issued a Notice of Termination staff believes you have two choices.
1. Solicit Request for Proposals (RFP) from qualified solid waste collection companies. If the Board
approves issuing a Notice of Termination, the agreement with CR&R will expire in 2023; however, the RFP process
would most likely begin in 2021 or sooner. Staff would have to prepare an extensive RFP package and criteria for
evaluating proposals. In addition, there is the time period for soliciting and evaluating proposals, seeking and
obtaining community input, preparing and reviewing contracts, rollout of equipment (assuming CR&R is not
awarded a contract), etc. The RFP process for solid waste collection services can be complex, which is why many
public agencies will hire private consulting firms to assist preparing, soliciting and evaluating proposals, but this
service can be costly. For instance, the City of Newport Beach spent $197,800 on consulting services for preparing
an RFP, evaluating proposals and monitoring the transition from City solid waste collection service to CR&R's
service.
2. Negotiate a new contract with CR&R Environmental Services. Under the terms of the second amendment
of the agreement, both parties will negotiate in Good Faith for at least the first two years of the remaining six year
term of the agreement. It's possible that negotiations with CR&R could result in favorable terms for CMSD and our
residents while avoiding spending significant time and money soliciting RFPs. In the 2016 community survey of
500 residents, 48.5% indicated they prefer CMSD negotiating with CR&R versus 30.3% prefer CMSD going out to
bid for solid waste collection services (21.2% were unsure or refused to answer the question).
Legal Review
Not applicable at this time; however, District Counsel may assist writing and/or reviewing the Notice of Termination.
Environmental Review
The consideration of whether to issue a notice of termination is an administrative matter and 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 are no financial impacts to CMSD if the Board approves issuing a Notice of Termination to CR&R
Environmental Services in FY 201617. However, as mentioned above, there could be financial impacts to CMSD
in future years.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the January 26,
2017 Board of Directors regular meeting at CMSD Headquarters (290 Paularino Avenue) and posted on the
CMSD's website.
Alternative Actions
1. Do not take action tonight and direct staff to schedule a special meeting in February to further discuss this item.
2. Do not take action tonight and direct staff to continue implementing the existing agreement and amendments
with CR&R Environmental Services.
File Attachments
CR&R Agreement Dated 72006.pdf (1,984 KB)
CR&R Second Amendment.pdf (4,188 KB)
CR&R First Amendment.pdf (129 KB)
Motion & Voting
That the Board of Directors continue this item to a special meeting in February.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
Summary
The Rewarding Ideas Program is designed to encourage employees to generate ideas for organizational
improvements and provide a system for answering and recognizing adopted ideas. Lieu Tran, Administrative
Assistant, submitted an idea that will save money for CMSD.
Recommendation
That the Board of Directors approves rewarding Lieu Tran, Administrative Assistant, $100 for her idea to save
money for purchasing alkaline batteries.
Analysis
Due to Ms. Tran's research, CMSD is spending over $100 a year purchasing alkaline batteries. Ms. Tran is
suggesting CMSD use rechargeable alkaline batteries to save on battery purchases while at the same
time promote CMSD's efforts to reducing ewaste. Attached is Ms. Tran's suggestion.
Legal Review
Not applicable
Environmental Review
The consideration of monetary rewards for employees for costsaving ideas 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 is sufficient money in the budget to award for this suggestion.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the January 26,
2017 Board of Directors meeting at District Headquarters (290 Paularino Avenue) and posted on the District’s
website.
Alternative Actions
1. Do not approve this suggestion made by Lieu Tran.
2. Direct staff to report back with more information
File Attachments
Lieu Tran Suggestion Submission Form.pdf (2,803 KB)
Motion & Voting
Subject 3. Award Lieu Tran, Administration Assistant, $100 for her Rewarding Ideas Program
submission to save money for purchasing alkaline batteries.
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact Yes
Dollar Amount $100.00
Recommended
Action
That the Board of Directors approves rewarding Lieu Tran, Administrative Assistant, $100 for her
idea to save money for purchasing alkaline batteries.
Goals 5.0 Administrative Management
That the Board of Directors approves rewarding Lieu Tran, Administrative Assistant, $100 for her idea to save money for
purchasing alkaline batteries.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
Summary
Annually, the Board reviews the General Manager’s performance goals along with District accomplishment during
the past year. This report summarizes the goals achieved and accomplishments made by the District in 2016.
Recommendation
That the Board of Directors:
1. Receive and file General Manager's 2016 performance goals and CMSD Accomplishments.
2. Direct President Scheafer to meet with General Manager to negotiate his 2017 performance goals.
Analysis
In 2016, the Board of Directors assigned the General Manager twelve goals to achieve in 2016. Of the
twelve goals, five are completed, one is partially completed and six goals are not completed. Attachment A is a list
of the General Manager’s goals along with a brief description of the status for each goal.
Attachment B is a report on the District accomplishments in 2016, which was another productive year in
achievements. Below are some of the significant accomplishments achieved by staff in 2016.
Legal Review
Not applicable
Environmental Review
Consideration by the Board of Directors of the compensation paid to the District’s General Manager is an
administrative matter and not a disturbance of the environment similar to grading or construction and not a project
under CEQA or the District’s CEQA Guidelines.
Financial Review
The financial impacts are unknown until the Board approves 2017 performance goals.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the January 26, 2017 Board
of Directors regular meeting at District headquarters (290 Paularino Avenue) and on District’s website.
Alternative Actions
1. Direct staff to report back with more information
File Attachments
2016 Goals.doc (179 KB)
2016 Year End Report_final.pdf (20,762 KB)
Subject 4. Receive and File General Manager's 2016 Performance Goals and CMSD
Accomplishments; Direct President Scheafer to meet with the General Manager to
negotiate his 2017 performance goals.
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact No
Recommended
Action
That the Board of Directors:
1. Receive and file General Manager's 2016 performance goals and CMSD Accomplishments.
2. Direct President Scheafer to meet with General Manager to negotiate his 2017 performance
goals.
Goals 6.0 Personnel/Organizational Management
Motion & Voting
That the Board of Directors:
1. Receive and file General Manager's 2016 performance goals and CMSD Accomplishments.
2. Direct President Scheafer to meet with General Manager to negotiate his 2017 performance goals and that the Board
provide President Scheafer with the goals by Friday, February 3, 2017.
Motion by Arlene Schafer, 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
This report serves as a summary of the District’s spending through December 31, 2016 as well as staff’s best
estimate of projected balances for the yearended June 30, 2017.
Recommendation
That the Board of Directors receive and file this report.
Analysis
Based on the spending trends through December 31. 2016, staff is projecting savings in both the Solid Waste and
Wastewater Funds.
As of December 31, 2016, a total of 40.2% of the Solid Waste budget for the 20162017 fiscal year has been
expended. At this time, staff anticipates a budgetary savings of $340,600 at fiscal yearend.
A total of 48.8% of the Wastewater Fund’s operating budget has been expended as of December 31, 2016. At this
time, staff anticipates a small budgetary savings of $163,500 at fiscal yearend. The Capital Outlay account is
projected to be within budget.
Please see the attached report for a more detailed analysis.
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
See attached report.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the January 26, 2017 Board
of Directors regular meeting at District Headquarters and on District website at www.cmsdca.gov.
Alternative Actions
1. Refer the matter back to staff for additional information.
Attachments A: FY 201617 MidYear Budget Analysis
B: Expenditure Analysis through 12/31/2016
File Attachments
Subject 5. Receive and File the Midyear Budget Review of FY201617
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors receive and file this report.
Goals 7.0 Finance
AFY 201617 MidYear Budget Analysis .pdf (141 KB)
B Expenditure Analysis Through 12312016 .pdf (191 KB)
E. ENGINEER'S REPORTS
File Attachments
CIP Updates January 2017 mtg.011017.pdf (30 KB)
Subject 1. Capital Improvement Projects Status Report to Receive and File.
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action, Receive and File
Recommended
Action
The Board of Directors receive and file this report.
Goals 1.4 System Wide Sewer Replacement and Repair Program
1.1 Manhole Cover Maintenance Program
1.0 Sewer Infrastructure
E. ENGINEER'S REPORTS
Summary
This project will provide the field crews a safe and efficient method for providing emergency power to the
Adams Pump Station by the construction of electrical improvements at the pump station and an underground
conduit and electrical panel on Calvert Avenue where the portable generator can be connected. Engineering plans
for the construction of the new electrical improvements were placed out to bid on November 21, 2016 and bids
were opened on December 20, 2016. A recommendation is being made to award the contract to the lowest
responsive and responsible bidder.
Recommendation
That the Board of Directors approve the following:
1. Award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc., in the amount of
$143,120.
2. Approve a contingency of 10% in the amount of $14,312.
3. Approve a transfer of $77,200 from Project #317 into this project.
Analysis
Bids were opened on December 20, 2016, and the results are as follows:
Engineer's Estimate $ 75,000
1. GCI Construction $143,120
2. Minco Construction $248,000
The District Engineer underestimated the cost of the electrical improvements, therefore, a recommendation to
transfer money into the project is being made. At previous Board meetings, the Board has approved and recorded
a permanent easement with the property owner. A temporary construction easement was also agreed to, which will
allow the contractor sufficient work area to install the improvements.
Environmental Review
Acquiring the easement and constructing the improvements as planned is categorically exempt from 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 ...”.
Finance
The total proposed budget for Project #316 Adams Pump Station Electrical Improvements is broken
down as follows:
Civil design & Contract Admin/Inspection $15,840
Electrical Engineer Design 4,850
Electrical Engineer Admin/Inspection 4,880
Subject 2. #316 Adams Pump Station Electrical Improvements Approve: Award of Contract,
Establish Contingency, Transfer Funds
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
The Board of Directors:
1. Award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc., in
the amount of $143,120.
2. Approve a contingency of 10% in the amount of $14,312.
3. Approve a transfer of $77,200 from Project #317 into this project.
Goals 1.0 Sewer Infrastructure
Easement 10,000
GCI Construction, Inc. 143,120
Contingency 10% 14,310
Miscellaneous 200
Total Projected Cost $193,200
Approved Budget 116,000
Transfer Request $77,200
Therefore, Staff is requesting that the Board of Directors approve the transfer of $77,200 from Project #317
President Pump Station Force Main account 202013174300 to Project #316 Adams Pump Station Electrical
Improvements account 202013164300 which will allow sufficient for the project to be completed.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the January 26, 2017 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.
Motion & Voting
The Board of Directors:
1. Award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc., in the amount of
$143,120.
2. Approve a contingency of 10% in the amount of $14,312.
3. Approve a transfer of $77,200 from Project #317 into this project.
Motion by Bob Ooten, second by Arlene Schafer.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
E. ENGINEER'S REPORTS
Summary
During installation of a down drain on the incoming gravity line to the pump station, it was discovered the concrete
wall has deteriorated and the incoming 12" Cast Iron Pipe (CIP) has corroded and separated itself from the station
wall and a small void outside the station has occurred. The void, if not repaired, will increase in size and eventually
become a sinkhole in the street. Additionally, the deteriorated concrete is preventing the stainless steel pipe fitting
on the down drain from being attached to the wall. Also, because there is a 30" diameter high pressure gas line
crossing the damaged 12" cast iron pipe, work will be completed from inside the station by hand. The 12" cast iron
pipe will be replaced with 12" C900 plastic pipe, followed by filling the void and repairing the wall. The down drain
can then be attached to the wall.
The total cost of replacing the deteriorated cast iron pipe, filling the void, and repairing the wall is $31,480 unless it
is determined that to stabilize the pipe a liner should be inserted. If the liner is added, the total cost becomes
$59,326. There is sufficient money in the project to fund the repair, however, the cost exceeds the General
Manager's authority for change orders so Board approval is needed. The proposed repair will be covered in
change order #2.
Staff Recommendation
The Board of Directors take the following action:
1. Approve Change Order #2 for the repair as described above and as shown in the contractor's proposal not
to exceed $59,326.
Analysis
Instead of allowing the flow from the incoming gravity line to cascade down and create turbulence that causes off
gassing of hydrogen sulfide (rotten egg odor), the down drain is a pipe that will convey the incoming wastewater to
a point below the existing water surface elevation in order to minimize turbulence. This proposed down drain will
be the second down drain at the Elden Station, the first down drain was installed on the incoming force main from
the Irvine pump station and has been found to be very effective in minimizing turbulence and hydrogen sulfide.
Hydrogen sulfide combines with moist warm air to become sulfuric acid that will corrode metal pipes unless the
pipe is either stainless steel or plastic.
The proposed replacement of the 12" CIP with a flelxible plastic pipe is also an earthquake protection measure as
described in the structural engineer's report prepared years ago for the District. A recommendation was made to
have a flexible connection between the collection manhole outside the station and the station itself because the
underground structures act like solid masses during earth movement and a flexible pipe is needed to allow the
earth movement to occur without the pipe becoming disconnected at either end.
Based on the low bid of $259,300 the 10% contingency for the project was approved as $25,930. The General
Manager approved change order #1 in the amount of $14,192.11 resulting in a balance of $11,737.89 while a total
of $59,326 is needed for change order #2.
Legal Review
Subject 3. #202 Elden Pump Station Valves and Piping Replacement Request for Additional
Funding to Repair Deficiencies
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Goals 1.0 Sewer Infrastructure
The Attorney for the District prepared the construction contract for the work.
Environmental Review
The replacement of old force main piping and valves with a new force main and valves of the same size for the
same rate of flow is categorically exempt under the California Environmental Quality Act (CEQA) (Public Resources
Code Section 21000 et. seq.) under Section 15302 as a “Class 2” project as stated under 15302(c) “Replacement
or reconstruction of existing utility systems and/or facilities involving negligible or no expansion of capacity“.
Financial Review
Staff believes there are sufficient funds available to cover the add expenses.
Public Notice Process
Copies of this report are on file and will be included with the agenda packet for the January 26, 2017 Board of
Directors regular meeting at District Headquarters and on the District's website.
Alternative Actions
1. Refer the matter back to staff for additional information.
Motion & Voting
That the Board of Directors approve Change Order #2 for the repair as described above and as shown in the contractor's
proposal not to exceed $59,326.
Motion by Arlene Schafer, second by Art Perry.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
F. TREASURER'S REPORTS
Summary
Attached is the Investment Report for the month of December 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 December 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 December 31, 2016, was 1.251%.
The yield to maturity of the portfolio was 1.254%. The District’s weighted average interest rate was 53 basis points (0.532%) above the
LAIF average monthly rate for December 2016 of 0.719%. The weighted average number of days to maturity for the District’s total
portfolio was 894 days (2.45 years). The average duration of the underlying securities in LAIF as of December 31, 2016 was 171 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 December 31, 2016 was 35.64%.
The District has adequate cash reserves necessary to meet its obligations for the next six months.
A majority of the District’s cash and investments is reserved or set aside for specific purposes. A description of the various
classifications of the District’s cash and investments are as follows:
Classification Description
Solid Waste Fund:
Operating reserve
Equal to 30% of the operations budget of the Solid Waste
Fund per Operations Code Section 4.030.020. The
Operating Reserve can only be accessed with prior
Board approval.
Designated for revenue dry period
Equal to 5 months of budgeted expenditures for the fiscal
year to cover the cash deficit during the period in which
the District does not receive any revenue.
Undesignated Currently used for rate stabilization and payment of
organics recycling costs.
Wastewater Fund:
Operating reserve
Equal to 25% of the operations budget of the Wastewater
Fund per Operations Code Section 4.030.020. The
Operating Reserve can only be accessed with prior
Board approval.
Reserved for emergency preparedness Set aside for infrastructure improvements in the event of
a catastrophic disaster.
Reserved for capital outlay
Set aside for capital improvement projects approved and
budgeted by the Board, but which have not yet been
completed.
Subject 1. Approve Investment Report for the Month of December 2016
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors approve Investment Report for the month of December 2016.
Goals 7.0 Finance
Designated for revenue dry period Equal to 5 months of budgeted expenditures for the fiscal
year to cover the cash deficit during the period in which
the District does not receive any revenue.
Undesignated Wasterwater funds available to be appropriated by the
Board.
Facilities Revolving Fund Collection of fixture fees which is a restricted revenue
source and can only be used for new sewer facilities.
Asset Replacement Fund Accumulation of funds for replacement of vehicles,
equipment and computers.
Asset Management Fund
Accumulation of funds in accordance with asset
management model for longterm replacement of sewer
pipes and related infrastructure.
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 December 31, 2016, the
portfolio has earned a weighted average interest rate of 1.246%.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the January 26, 2017 Board of Directors regular
meeting at District Headquarters (290 Paularino Avenue) and on the District’s website at www.cmsdca.gov.
Alternative Actions
Refer the matter back to staff.
File Attachments
Investment Report December 2016.pdf (318 KB)
G. ATTORNEY'S REPORTS
Summary
The proposed ordinance will clarify when a director is to take office after election results are final. The ordinance will also change the
Operations Code with respect to where regular meetings are held from the previous address to the 290 Paularino Avenue address. It
will also designate that address as the District Headquarters.
Recommendation
That the Board of Directors adopt Ordinance No. 117 clarifying when Directors take office and changing the District's
Headquarters Address
Analysis
Elections Code Section 10551 provides that no later than the Monday before the first Friday in December the county elections official
shall declare the elected candidates. Elections Code Section 10554 provides that elected officers take office at noon on the first Friday
in in December next following the general district election. Our Operations Code provided that “those certified as elected shall take
office on or after noon of the first Friday in December after the election and upon taking the oath of office.” Our ordinance was correctly
worded. It required that “those certified as elected take office on or after noon of the first Friday in December.
So as written, the ordinance should have provided the needed guidance. However, it was interpreted to mean that the swearin was to
occur on the first Friday in December, irrespective of whether the results had been certified. As it turns out, the election results had not
been certified by then and this may occur in the future. Although the ordinance was accurately worded, confusion occurred and
clarification is therefore sought. The ordinance will hopefully provide that clarification.
The District also changed its headquarters. The Operations Code refers to 628 W. 19th Street as the location where all regular
meetings will occur. We obviously need to change that to 290 Paularino and the ordinance accomplishes that also. We specifically
refer to that address as our headquarters so that we can use that for filing in our Roster Statement of Information that all public
agencies must keep on file with the State.
Strategic Plan Element
The adoption of this ordinance will advance transparency and open government and will ensure sound and transparent management
of the District.
Legal Review
District Counsel has participated in the drafting and review of this ordinance.
Environmental Review
This ordinance pertains to administrative matters only and will have no potential for causing a significant effect on the environment. It is
therefore exempt under the “common sense exemption.” 14 Cal Code Regs § 15061(b)(3).
Finance Review
There is no financial impact for approving the change to the ordinance.
Public Notice
This ordinance was noticed as part of the regular meeting process.
Alternative Actions
1. Leave the ordinance as is with respect to when directors take office. This is not recommended as confusion occurred. We also
need to change the reference in the Operations Code to reflect our new location.
File Attachments
20170118 cmsd.pdf (66 KB)
Subject 1. Adopt Ordinance No. 117 Clarifying When Directors Take Office and Changing the
District’s Headquarters Address
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Motion & Voting
Adopt Ordinance No. 117 Clarifying When Directors Take Office and Changing the District’s Headquarters Address
Motion by Art Perry, second by Jim Ferryman.
Final Resolution: Motion Carries
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
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) (Vice President Ferryman)
Meeting Jan 26, 2017 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) (Director Perry)
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type
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 Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type
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) (Secretary Schafer)
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type
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 Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type
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 Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type
K. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Subject 1. Oral Communications and Director Comments
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type
L. CLOSING ITEMS
THE NEXT REGULAR MEETING OF COSTA MESA SANITARY DISTRICT BOARD OF DIRECTORS WILL BE
HELD ON FEBRUARY 23, 2017 IN THE DISTRICT'S BOARD ROOM, 290 PAULARINO AVE, COSTA MESA, CA
92626.
Subject 1. Adjourn
Meeting Jan 26, 2017 Board of Directors Regular Meeting
Access Public
Type Procedural