2017_02_23_boardThursday, February 23, 2017
Board of Directors Regular Meeting
290 Paularino Avenue, Costa Mesa
5:30PM
A. OPENING ITEMS
Subject 1. Call to Order
Meeting Feb 23, 2017 Board of Directors Regular Meeting
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Type Procedural
A. OPENING ITEMS
Subject 2. Pledge of Allegiance
Meeting Feb 23, 2017 Board of Directors Regular Meeting
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Type Procedural
A. OPENING ITEMS
Subject 3. Invocation
Meeting Feb 23, 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 Feb 23, 2017 Board of Directors Regular Meeting
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Type Procedural
A. OPENING ITEMS
Subject 5. Ceremonial Matters and Presentations
Meeting Feb 23, 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 Feb 23, 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 Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Procedural
B. CONSENT CALENDAR
Motion & Voting
Subject 1. Approve Consent Calendar
Meeting Feb 23, 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 Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Board of Directors Study Session Meeting Minutes of January 10, 2017
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), Gina Terraneo (Management Analyst I)
Others present:
Dean Ruffridge (CR&R), Mike Carey (Orange Coast College), Richard Cadogan (Pristine Plumbing), Dave Marquez (Dial One
Sonshine Plumbing), Thomas Pangrazio (Parzival Plumbing), Brett Tweedy (Tweedy Plumbing), Scott Harrison (Scott
Harrison Plumbing/PHCC), Luke Money (Daily Pilot)
Meeting called to order at 9:32 AM
A. OPENING ITEMS
Procedural: 1. Call to Order
President Scheafer called the meeting to order at 9:32 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.
Dave Marquez of Dial One Sonshine Plumbing provided comments regarding the District's Closed Circuit Television
(CCTV) Pilot Program and asked how the participating plumbers were selected to be part of the program.
President Scheafer noted that the District is a separate entity from the City of Costa Mesa and emphasized that
the CCTV Program is a pilot program.
General Manager, Scott Carroll, explained that the District notified local plumbers of the District's intent to create
the CCTV Program and the District received 3 applications after going out to bid for participating licensed
plumbers. He also noted that staff will provide a report on the CCTV Program at the March Study Session so that
the Board of Directors can determine whether or not the program will continue and if the District will open a new
bid for licensed plumbers to participate.
Subject 2. Approve the Board of Directors Study Session Meeting Minutes of January 10, 2017
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the meeting minutes as presented.
Scott Harrison of Scott Harrison Plumbing requested that the Board of Directors consider terminating the CCTV
Program and asked questions regarding state Water Discharge Requirements, the number of private sewer spills
that have occurred in the District's service area, and clarification of the District's Operations Code. Additionally, he
reported that one of the participating plumbers has been soliciting the CCTV Program to residents.
District Engineer, Robin Hamers, noted that the Water Discharge Requirements are state regulations that
encourage (but do not require) public agencies to address and prevent private sewer spills.
Discussion followed regarding plumbers soliciting the CCTV Program and the Sewer Lateral Assistance Program
(SLAP).
Thomas Pangrazio of Parzival Plumbing commented that plumbers were not contacted to be notified of the
request for proposal (RFP) for the CCTV program. He noted that the CCTV Program has adversely impacted his
business and requested that the Board of Directors consider terminating the program or opening the program up
for participation by all licensed contractors that meet the District's criteria.
Richard Cadogan of Pristine Plumbing commented that the District should work together with the Plumbing
Heating Cooling Contractors (PHCC) Association to uphold good plumbing practices and achieve a viable solution
for the CCTV Program.
President Scheafer emphasized that the Board of Directors strives to take a proactive approach and will take these
public comments into consideration when assessing the CCTV Program.
Finance Manager, Wendy Davis, provided comments regarding the District's purchasing process.
President Scheafer closed public comments and adjourned the meeting to a break at 10:02 A.M.
President Scheafer reconvened from the break at 10:05 A.M.
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 and offered to answer any questions.
There were no questions or comments and the Board of Directors received the report.
Presentation: 2. Orange Coast College Recycling Center Update Oral Report
Recommendation: That the Board of Directors receive the presentation.
Mike Carey of Orange Coast College (OCC) provided a presentation about the OCC Recycling Center and its current
expansion. He noted that there will be increased parking and new classrooms available for the public to utilize. He
also noted that the construction is expected to be completed by May of 2017.
Discussion followed regarding the reporting process for the OCC Recycling Center's diversion rate, as well as
potential educational and marketing opportunities.
There were no further questions or comments and the Board of Directors received the presentation.
Receive and File: 3. Code Enforcement Officer Report
Recommendation: That the Board of Directors receive and file the report.
Code Enforcement Officer, Ed Roberts, provided report details. He noted that there were 6 scavenging
investigations and 111 notices issued for trash carts left in public view in December of 2016.
Assistant Secretary Ooten reported that he witnessed residents utilizing organics carts to transport nonorganic
material.
There were no further questions or comments and the Board of Directors received the report.
Discussion: 4. Missed Trash Complaints Oral Report
Recommendation: That the Board of Directors receive and file the report.
General Manager, Scott Carroll, provided an oral report regarding complaints of several missed trash pickups
during the week following Christmas. He noted that the extensive missed pickups attracted media attention.
President Scheafer added that he received several complaints directly from residents regarding the missed pickups
and noted that the issue was discussed on social media.
Dean Ruffridge of CR&R apologized and commented that there is typically confusion regarding trash pickup every
year when Christmas occurs on a Sunday. He noted that CR&R attempted to take a proactive approach to this
confusion by conducting robo calls over Christmas weekend and sending CR&R's collection trucks through their
routes multiple times.
Discussion followed regarding the possibility of having a oneday trash delay after Christmas every year to avoid
future confusion.
President Scheafer noted that District staff had difficulty contacting and receiving updates from their CR&R
representative. Additionally, he thanked CR&R for conducting the robo calls as a proactive measure.
There were no further questions or comments and the Board of Directors received the report.
Receive and File: 5. Quarterly Legislative Update January 2017
Recommendation: That the Board of Directors receive and file the report.
Management Analyst I, Gina Terraneo, provided report details. She noted that 8 bills were identified by staff to
place on the District's "watch" list, but that it is too early in the legislative session for the District to take positions
of support or opposition.
Discussion followed regarding the influence of industry associations on the District's positions and the potential
impact of SB 24.
There were no further questions or comments and the Board of Directors received the report.
Discussion: 6. Public Restrooms for the Homeless
Recommendation: That the Board of Directors direct staff to place this item on the next Liaison Committee for discussion
with the City of Costa Mesa and Mesa Water District officials.
General Manager, Scott Carroll, provided report details. He shared examples of selfcleaning public restroom
programs in cities like San Francisco and Portland.
Vice President Ferryman indicated that he supports further examination of a selfcleaning public restroom
program to address transiency in Costa Mesa.
Discussion followed regarding the limited availability of bathroom facilities at Costa Mesa parks.
Assistant Secretary Ooten noted that the City of Costa Mesa has a Homeless Task Force.
Mr. Carroll noted that the District should gage public opinion as part of examining selfcleaning public restrooms.
The Board of Directors directed staff to place this item on the next Liaison Committee for discussion with the City
of Costa Mesa and Mesa Water District officials.
There were no further questions or comments.
Action: 7. Lockable Cart Program for the Westside Neighborhood
Recommendation: That the Board of Directors direct staff to proceed with the proposed program and approve a transfer of
$5,000 from the Household Hazardous Waste account to the Antiscavenging account.
General Manager, Scott Carroll, provided report details regarding reestablishing the Lockable Cart Program for the
Westside neighborhood. He recommended distributing mailers to residents to promote the program and
purchasing 100 more lockable carts.
Discussion followed regarding the amount of time it will take to obtain the new carts.
The Board of Directors directed staff to place this item on the Consent Calendar at the January Board Meeting.
There were no further questions or comments.
C. ORAL COMMUNICATIONS & DIRECTOR COMMENTS
Procedural: 1. Oral Communications & Director Comments
President Scheafer commented that he was not familiar with the Plumbing Heating Cooling Contractors (PHCC)
Association prior to today's meeting.
General Manager, Scott Carroll, commented about the development of the CCTV Program.
Director Perry suggested that the Board refrain from discussing the CCTV Program, as it is not agendized.
Secretary Schafer indicated that she would like the Board of Directors to discuss the CCTV Program soon and
suggested that the District hold a special meeting.
Discussion followed regarding holding a workshop for plumbers or discussing the program at the March Study
Session as planned.
Assistant Secretary Ooten noted that the District should be a resource for plumbers.
Director Perry shared that he attended the Water Advisory Committee of Orange County (WACO) meeting and he
requested a future study session item about renewable energy batteries.
Vice President Ferryman requested that President Scheafer adjourn today's meeting in honor of Werner Escher.
Assistant Secretary Ooten requested a diversion update at the February Study Session.
D. CLOSING ITEMS
Procedural: 1. Adjournment
President Scheafer adjourned the meeting at 11:04 A.M. in honor of Werner Escher.
File Attachments
minutes_2017_1_10_ss.pdf (49 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Board of Directors Regular Meeting Minutes of January 26, 2017
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), Gina Terraneo (Management Analyst I)
Others present:
Dean Ruffridge (CR&R), Lawrence Jones (CR&R), Luke Money (Daily Pilot)
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
Director Perry led 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
President Scheafer opened public comments. Seeing noone wishing to speak, he closed public comments.
B. CONSENT CALENDAR
Subject 3. Approve the Board of Directors Regular Meeting Minutes of January 26, 2017
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the meeting minutes as presented.
Action (Consent): 1. Approve Consent Calendar
Recommendation: That the Board of Directors approve the Consent Calendar as presented.
Action (Consent): 2. Approve the Board of Directors Study Session Meeting Minutes of December 13, 2016
Recommendation: That the Board of Directors approve the meeting minutes as presented.
Action (Consent): 3. Approve the Board of Directors Regular Meeting Minutes of December 22, 2016
Recommendation: That the Board of Directors approve the meeting minutes as presented.
Action (Consent): 4. Approve the Directors' Compensation and Reimbursement of Expenses
Recommendation: That the Board of Directors approve the compensation and reimbursement of expenses as presented.
Action (Consent): 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.
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
Action (Consent): 6. Adopt Warrant Resolution No. CMSD 201707 Approving District Warrant Registers
Recommendation: 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.
Action (Consent): 7. Receive and File Sewer Lateral Assistance Program (SLAP) Update
Recommendation: That the Board of Directors receive and file this report.
Action (Consent): 8. Approve Payroll Transparency Disclosure for December 2016
Recommendation: That the Board of Directors approve and file the report.
Action (Consent): 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
Recommendation: 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
Action (Consent): 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.
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.
Action (Consent): 11. Receive and file CCTV (Closed Circuit TV) Pilot Program Report
Recommendation: That the Board of Directors receive and file the report.
Action (Consent), Procedural: 12. Receive and File the Popular Annual Financial Report (PAFR) for the Year
Ended June 30, 2016
Recommendation: That the Board of Directors receive and file the Popular Annual Financial Report for the year ended
June 30, 2016.
Action (Consent): 13. Approve Out of State Travel to Government Finance Officers Association (GFOA)
Conference Denver, Colorado
Recommendation: 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.
Action (Consent): 14. Lockable Cart Program for the Westside Neighborhood
Recommendation: That the Board of Directors approve the Lockable Cart Program for the Westside Neighborhood.
Motion: To approve the Consent Calendar as presented.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Discussion followed regarding new legislation pertaining to consent calendar voting.
The Board of Directors approved the consent calendar and there were no further questions or discussion.
C. PUBLIC HEARINGS
None at this time.
D. GENERAL MANAGER'S REPORTS
Discussion: 1. Discuss Preliminary Budget Calendar for the 20172019 Biennial Budget
Recommendation: That the Board of Directors discuss the Preliminary Budget Calendar for the 20172019 Biennial
Budget.
Finance Manager, Wendy Davis, provided details regarding the preliminary budget calendar and noted the timeline
for rate change approval. She also noted that payments have been received for delinquent properties.
Discussion followed regarding possible grant opportunities.
There were no further questions or discussion and the report was received.
Action: 2. CR&R Environmental Services Exclusive Franchise Agreement
Recommendation: That the Board of Directors Approves Issuing a Notice of Termination to CR&R Environmental Services.
General Manager, Scott Carroll, provided background information regarding CR&R's six year evergreen contract and
noted that the Board of Directors approved a ten year contract in 2006. He recommended that the Board of
Directors issue a notice of termination to begin a renegotiating process.
District Counsel, Alan Burns, recommended that the Board of Directors discuss this item at a Special Meeting in
February.
Assistant Secretary Ooten requested that additional data be provided concerning the diversion rate prior to
discussing issuing a Notice of Termination to CR&R.
Motion: To hold a Special Meeting in February to discuss the matter.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
The Board of Directors directed staff to hold a Special Meeting in February to discuss the matter.
There were no further questions or discussion.
Action: 3. Award Lieu Tran, Administration Assistant, $100 for her Rewarding Ideas Program submission to
save money for purchasing alkaline batteries.
Recommendation: That the Board of Directors approves rewarding Lieu Tran, Administrative Assistant, $100 for her idea
to save money for purchasing alkaline batteries.
General Manager, Scott Carroll, presented the Rewarding Ideas Program submission from Administrative Assistant,
Lieu Tran, regarding purchasing rechargeable batteries instead of alkaline batteries.
Motion: To approve 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 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
The Board of Directors awarded Lieu Tran, Administrative Assistant, $100 for her Rewarding Ideas Program
submission.
There were no further questions or discussion.
Action: 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.
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 and that the Board
provide President Scheafer with the goals by Friday, February 3, 2017.
General Manager, Scott Carroll, presented his twelve performance goals and their statuses. He noted that 5 are
completed, one is partially completed, and six are not completed.
Discussion followed regarding the District's emergency preparedness efforts.
Motion: To direct President Scheafer to meet with the General Manager to negotiate his 2017 performance goals
and that the Board of Directors provide President Scheafer with the goals by Friday, February 3, 2017.
Motion by Arlene Schafer, second by Bob Ooten.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
The Board of Directors directed President Scheafer to meet with the General Manager to negotiate his 2017
performance goals and agreed to provide President Scheafer with the goals by Friday, February 3, 2017.
There were no further questions or discussion.
Action: 5. Receive and File the Midyear Budget Review of FY201617
Recommendation: That the Board of Directors receive and file this report.
Finance Manager, Wendy Davis, presented the Midyear Budget Review for FY 20162017. She noted that staff
anticipates being under budget primarily due to savings from the Organics Recycling Program, personnel costs, and
inhouse sewer cleaning efforts.
Vice President Ferryman asked if there are any major deferred projects that are scheduled for this year.
General Manager, Scott Carroll, noted that potential upcoming projects include roof repairs, installation of solar
panels, front door repairs, drought tolerant landscaping, and a walkway at the District's headquarters.
Discussion followed regarding the sewer cleaning schedule.
There were no further questions or discussion and the report was received.
E. ENGINEER'S REPORTS
Action, Receive and File: 1. Capital Improvement Projects Status Report to Receive and File.
Recommendation: That the Board of Directors receive and file this report.
District Engineer, Robin Hamers, presented the Capital Improvement Projects Status Report.
Discussion followed regarding the Grade 5 repairs.
There were no further questions or discussion and the report was received.
Action: 2. #316 Adams Pump Station Electrical Improvements Approve: Award of Contract, Establish
Contingency, Transfer Funds
Recommendation: That 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.
District Engineer, Robin Hamers, recommended that the Board of Directors award the contract for Project #316 to
GCI Construction, Inc., and approve the contingency and transfer of funds.
Discussion followed regarding Adams Pump Station.
Motion: To award a contract to the lowest responsive and responsible bidder, GCI Construction, Inc., in the amount
of $143,120, to approve a contingency of 10% in the amount of $14,312, and to approve a transfer of $77,200
from Project #317 into this project.
Motion by Bob Ooten, second by Arlene Schafer.
Final Resolution: Motion Carries 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Discussion followed regarding the budget for Project #317.
The Board of Directors awarded a contract to the lowest responsive and responsible bidder, GCI Construction, Inc.,
in the amount of $143,120, approved a contingency of 10% in the amount of $14,312, and approved a transfer
of $77,200 from Project #317 into this project.
There were no further questions or discussion.
Action: 3. #202 Elden Pump Station Valves and Piping Replacement Request for Additional Funding to
Repair Deficiencies
Recommendation: 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.
District Engineer, Robin Hamers, explained the need for additional funds to repair deficiencies associated with
Project #202.
Motion: To 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 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
The Board of Directors approved Change Order #2 for the repair as described above and as shown in the
contractor's proposal not to exceed $59,326.
There were no further questions or discussion.
F. TREASURER'S REPORTS
Action: 1. Approve Investment Report for the Month of December 2016
Recommendation: That the Board of Directors approve Investment Report for the month of December 2016.
District Treasurer, Marc Davis, presented the Quarterly Investment Report and discussed recent investment
activity.
The Board of Directors did not vote on this action.
There were no further questions or discussion.
G. ATTORNEY'S REPORTS
Action: 1. Adopt Ordinance No. 117 Clarifying When Directors Take Office and Changing the District’s
Headquarters Address
Recommendation: Adopt Ordinance No. 117 Clarifying When Directors Take Office and Changing the District’s
Headquarters Address.
District Counsel, Alan Burns, proposed the adoption of Ordinance No. 117.
Motion: To 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 50
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
The Board of Directors adopted Ordinance No. 117.
There were no further questions or discussion.
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) (Vice President Ferryman)
Vice President Ferryman noted that David Shawver was elected as Vice President of OCSD's Board of Directors. He
noted that OCSD has paid off its unfunded actuarial accrual liabilities.
Information: 2. Santa Ana River Flood Protection Agency (SARFPA) (Director Perry)
Director Perry noted that Vice President Ferryman, Assistant Secretary Ooten, and himself attended the SARFPA
meeting prior to today's Board Meeting. He also noted that there was a presentation regarding OC Public Works'
rain gage data.
Information: 3. Independent Special Districts of Orange County (ISDOC) (President Scheafer)
President Scheafer noted that he attended the Executive Committee Meeting and shared that there will be a
Special Meeting on Monday, January 30th, to discuss executive roles. He shared that Michelle Steel spoke at the
Quarterly ISDOC Meeting.
Information: 4. California Special Districts Association (CSDA) (Secretary Schafer)
Secretary Schafer shared the CSDA's new president is Vincent Ferrante. She also shared information regarding
upcoming CSDA conferences.
Information: 5. Special District Risk Management Authority (SDRMA) (President Scheafer)
President Scheafer noted that SDRMA's change of officers took place at the January Board Meeting.
Information: 6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55, Operations Code Section
3.01.030
Assistant Secretary Ooten shared that he attended the Water Advisory Committee of Orange County (WACO)
meeting and that presentations were given by Southern California Edison and Advanced Microgrid Solutions.
I. OLD BUSINESS
None at this time.
J. NEW BUSINESS
None at this time.
K. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
President Scheafer noted that a resident was unable to access the Board of Director biographies on the District's
website. He also asked if Sally Geislar would return for an additional presentation regarding her Organics Behavioral
Study.
Assistant Secretary Ooten suggested that the District create an implementation plan based on the Organics
Behavioral Study.
Secretary Schafer asked if the Board of Directors would be receiving new business cards.
Assistant Secretary Ooten requested a future presentation with information about asset management and
discussion of the installation of solar panels. He also requested an update regarding the diversion rate and shared
that OCSD will hold a new board member orientation on February 15 and March 15.
L. CLOSING ITEMS
Procedural: 1. Adjourn
President Scheafer adjourned the meeting at 7:06 P.M.
File Attachments
minutes_2017_1_26_rm.pdf (66 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
Payroll Transparency Disclosure Jan 2017.pdf (901 KB)
Motion & Voting
Subject 4. Approve Payroll Transparency Disclosure for January 2017
Meeting Feb 23, 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 Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
a. Directors' compensation for the month of January 2017
b. Directors' reimbursement of expenses for the month of January 2017
File Attachments
a_director compensation.pdf (2,278 KB)
b_director_reibursement.pdf (1,396 KB)
Motion & Voting
Subject 5. Approve the Directors' Compensation and Reimbursement of Expenses
Meeting Feb 23, 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 Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: 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 January 31, 2017:
Adopted SLAP Budget (181 Applications) $200,000
FY 1516 Carryover Budget (48 Applications) 54,616
Total Budget** 254,616
FY 1617 New Applications Received = 174
Applications Processed for Payment* = 113 $107,972
Applications In Process* = 93 102,300
Available SLAP Spots Based on Funding = 40 44,400
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 6. Receive and File Sewer Lateral Assistance Program (SLAP) Update for January
2017
Meeting Feb 23, 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 Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: 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 = 49
Applications Processed for Payment = 39* $5,925
Applications In Process = 21 4,095
Available Spots Based on Funding = 51 9,980
Total Projected Cost $20,000
*All applications processed so far are from JustinTime Plumbing except one SOS.
Motion & Voting
Subject 7. Receive and file CCTV (Closed Circuit TV) Pilot Program Report
Meeting Feb 23, 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 Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
File Attachments
WARRANT RESO 2017.pdf (433 KB)
Motion & Voting
Subject 8. Adopt Warrant Resolution No. CMSD 201708 Approving District Warrant Registers
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors adopt Warrant Resolution No. CMSD 201708 approving District
warrants for the month of January 2017 in the amount of $837,743.02.
Goals 7.0 Finance
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
The total occupancy count for January 2017 billing is 22,483, with twentyone (21) accounts added since the last billing period.
The payment calculation is based on the following:
District's Current Rate for January of 2017:
22,483 x $9.7954 = $220,229.98
Staff Recommendation
Accept the occupancy count as presented using 22,483 as the correct number of active units and direct staff to prepare a warrant to
CR&R Environmental Services for January 2017 collection based on this occupancy report so long as the contractor fulfills the
obligations of the agreement in the amount of $220,229.98 to be ratified in the February 2017 warrant list.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the February 23, 2017 Board of Directors
Regular meeting at District Headquarters and posted on the District’s website.
File Attachments
CMSD Occupancy January 2017 Report.pdf (15 KB)
Motion & Voting
Subject 9. Accept the occupancy count as presented as 22,483 and direct staff to prepare a
warrant to CR&R Environmental Services for $220,229.98 for January 2017
collection.
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Preferred Date Feb 23, 2017
Absolute Date Feb 23, 2017
Recommended
Action
Accept the occupancy count as presented using 22,483 as the correct number of active units and
direct staff to prepare a warrant to CR&R Environmental Services for January 2017 collection
based on this occupancy report so long as the contractor fulfills the obligations of the agreement
in the amount of $220,229.98 to be ratified in the February 2017 warrant list.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: 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 $198,649.40 for January 2017 recycling and disposal services to
be ratified in the February 2017 warrant register.
Costa Mesa Newport Beach Total
Residential Waste $141,747.66 $4,334.82 $146,082.48
Organics $50,096.27 $2,470.65 $52,566.92
Total Payment $198,649.40
Tonnage
Residential Waste 2,727.49 83.41 2,810.90
Organics 700.65 34.55 735.20
Total Tonnage 3,546.10
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the February 23, 2017 Board of Directors
regular meeting at District Headquarters and posted on the District’s website.
Motion & Voting
Subject 10. Approve the preparation of a warrant to CR Transfer in the amount of
$198,649.40 for January 2017 recycling and disposal services to be ratified in the
February 2017 warrant register.
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Preferred Date Feb 23, 2017
Absolute Date Feb 23, 2017
Recommended
Action
Approve the preparation of a warrant to CR Transfer in the amount of $198,649.40 for January
2017 recycling and disposal services to be ratified in the February 2017 warrant register.
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
Summary
Attached is the Investment Report for the month of January 2017. 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 January 31, 2017. 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 January 31, 2017, was 1.284%.
The yield to maturity of the portfolio was 1.287%. The District’s weighted average interest rate was 53 basis points (0.533%) above the
LAIF average monthly rate for January 2017 of 0.751%. The weighted average number of days to maturity for the District’s total
portfolio was 900 days (2.47 years). The average duration of the underlying securities in LAIF as of January 31, 2017 was 180 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 January 31, 2017 was 33.14%. 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.
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.
Subject 11. Approve Investment Report for the month of January 2017
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors approve the Investment Report for the month of January 2017.
Goals 7.0 Finance
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 January 31, 2017, the
portfolio has earned a weighted average interest rate of 1.252%.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 23, 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 January 2017.pdf (581 KB)
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
B. CONSENT CALENDAR
RESOLUTION NO. 2017894
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE COSTA MESA SANITARY DISTRICT ORDERING THAT PUBLICATION
OF ORDINANCE NO. 117 CLARIFYING WHEN ELECTED CANDIDATES TAKE OFFICE AND CHANGING DISTRICT’S
HEADQUARTERS HAS OCCURRED
WHEREAS, the Board of Directors on January 26, 2017 adopted Ordinance No. 117 clarifying when elected candidates take office and
changing District’s headquarters, and
WHEREAS, that Ordinance was published in the Newport Beach/Costa Mesa Daily Pilot on February 22, 2017, and
WHEREAS, Health and Safety Code Section 6490 provides that an order of the Board that publication has occurred is conclusive
evidence that publication has properly been made;
NOW, THEREFORE, the Board of Directors does hereby resolve:
That it is hereby ordered and decreed that publication of Ordinance No. 117 clarifying when elected candidates take office and
changing District’s headquarters has occurred.
PASSED and ADOPTED on this day of 2017.
_____________________________ ________________________________
Secretary, Costa Mesa Sanitary District President, Costa Mesa Sanitary District
Board of Directors Board of Directors
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF COSTA MESA )
I, Noelani Middenway, Clerk of the Costa Mesa Sanitary District, hereby certify that the above and foregoing Resolution No. 2017
894 was duly and regularly passed and adopted by said Board of Directors at a regular meeting thereof held on the _______ day of
February, 2017 by the following vote:
AYES:
NAYES:
ABSTAIN:
ABSENT:
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the Costa Mesa Sanitary District, this _________
day of February 2017.
_________________________________
Noelani Middenway
Clerk of the Costa Mesa Sanitary District
Subject 12. Adopt Resolution No. 2017894 Ordering that Publication of Ordinance No. 117
has Occurred
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended
Action
That the Board of Directors adopt Resolution No. 2017894 Ordering that Publication of
Ordinance No. 117 clarifying when elected candidates take office and changing District's
headquarters has occurred.
Motion & Voting
That the Board of Directors approve the Consent Calendar as presented.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
Summary
Orange County Sanitation District (OCSD) currently treats the BakerMain Interceptor for odor and corrosion with a continuous feed of a
chemical called, ferrous chloride, to the sludge in the force main at the Michelson Water Reclamation Plant (MWRP), which is owned
and operated by Irvine Ranch Water District (IRWD). IRWD is constructing a biosolids processing facility and other operations
activities, which have interfered with OCSD's chemical treatment activities and soon such treatment will be no longer be available to
OCSD. About ten years ago OCSD conducted a study at CMSD's Mendoza Pump Station to evaluate the effectiveness of adding
chemicals into the wastewater system to reduce odor and corrosion of pipeline. The results of the study showed that chemicals are
effective to reducing odor and corrosion and now OCSD wants to place a permanent odor control treatment facility at Mendoza Pump
Station to control odor and corrosion at the BakerMain Interceptor.
Recommendation
That the Board of Directors approve the Site Access and License Agreement with Orange County Sanitation District to allow a
permanent odor control treatment facility be installed at the Mendoza Pump Station.
Analysis
OCSD is proposing to install one 8,400 gallon chemical tank that is ten feet tall and ten feet in diameter. A 990 square foot secondary
containment structure will be placed around the tank to capture chemicals that may have unexpectedly leaked. The secondary
containment facility can hold 9,200 gallons of liquid. The treatment facility will have an alarm system in place to detect leaks and will
notify OCSD staff, via email, when the alarm is activated. OCSD's chemical vendor is required to respond within four hours after the
alarm goes off. The facility will have a pump control system and a ten foot tall chain link fence with privacy screens around the facility
(the pump station grounds has an existing chain link fence to prevent public access).
The type of chemicals OCSD will be storing in the tank will be ferrous chloride, magnesium hydroxide and/or calcium nitrate. These
chemicals are considered hazardous and can cause health risks if not properly handled. The Material Safety Data Sheet (MSDS) for
each chemical is attached. OCSD will be responsible for notifying CMSD, City of Costa Mesa and nearby residents when chemicals
are scheduled for delivery. In addition, OCSD will be notifying the City of Costa Mesa and nearby residents about the odor treatment
facility.
To accommodate an 8,400 gallon tank CMSD will have to relocate its equipment that is currently being stored at Mendoza Pump
Station. CMSD stores two bypass pumps, an arrow board, manhole covers and rings along with scrap metal. Staff found a storage
location at the Orange Coast College (OCC) boat yard off of Adams Avenue. The location is centralized and staff has 24/7 access to
the property. The total cost to store our equipment at OCC is $12,600 annually and OCSD has agreed to reimburse CMSD the storage
fee; however, this expense is not budgeted so OCSD has agreed to pay the total sum upfront. If the agreement is terminated or the
term is shorten then CMSD will reimburse OCSD for any portion of the annual prepayment not yet applied for that year.
In addition, OCSD agrees to pay CMSD for payment adjustments not exceeding a ten percent increase over the initial year, if required
by OCC and if OCC terminates the storage agreement with CMSD then OCSD agrees to work collaboratively with CMSD to find
another storage location. If a storage location cannot be mutually agreed upon by both parties then the Agreement will terminate and
OCSD is required to remove its odor control treatment facility from Mendoza Pump Station. Attached is a copy of the Agreement.
Subject 1. Approving Site Access and License Agreement with Orange County Sanitation
District for a Permanent Odor Control Treatment Facility at Mendoza Pump Station
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact No
Dollar Amount $12,600.00
Budgeted No
Budget Source Wastewater Fund
Recommended
Action
That the Board of Directors approve the Site Access and License Agreement with Orange County
Sanitation District to allow a permanent odor control treatment facility be installed at the
Mendoza Pump Station
Goals 1.0 Sewer Infrastructure
3.00 Partnerships
3.2 Strengthen our ties with local governments, Special districts and educational institutions
Legal Review
District Counsel has reviewed and approved the Site Access and License Agreement.
Environmental Review
The minor improvements to the CMSD Mendoza Pump Station as part of this project are exempt from CEQA under the
Class 1 exemption for minor modifications. The environmental determination for the use of the chemical by OCSD on the
OCSD Baker sewer main is being handled by OCSD. The original EIR was prepared in 2001, and additionally, for this
project OCSD will file a Notice of Exemption and Notice of Declaration. Then, after the 12month test period, OCSD will
likely file a Notice of Negative Declaration.
Financial Review
The cost to store CMSD equipment at OCC boat yard is $12,600 annually. OCSD has agreed to make payment in full on the first month
CMSD begins storing equipment at OCC boatyard and every year thereafter the Agreement continues, so there are no fiscal impacts to
CMSD.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 23, 2017 Board of Directors regular
meeting at CMSD headquarters (290 Paularino Avenue) and on CMSD's website at www.cmsdca.gov.
Alternative Actions
1. Do not approve the Site Access and License Agreement.
2. Direct staff to report back with more information
File Attachments
OCSD License Agreement Mendoza PS.pdf (2,045 KB)
Calcium Nitrate MSDS.pdf (1,624 KB)
Ferrous Chloride MSDS.pdf (1,919 KB)
Magnesium Hydroxide MSDS.pdf (1,733 KB)
Motion & Voting
That the Board of Directors approve the Site Access and License Agreement with Orange County Sanitation District to
allow a permanent odor control treatment facility be installed at the Mendoza Pump Station
Motion by Bob Ooten, second by Jim Ferryman.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
Summary
On May 28, 2015, the Board of Directors adopted the 20152020 Strategic Plan, which is a plan that establishes goals, objectives,
strategies and work plans for the next five years and will help move the organization in a direction toward achieving its mission and
vision. Attached is the quarterly update that demonstrates the progress staff is making toward achieving the strategic goals.
Recommendation
That the Board of Directors receive and file this report.
Analysis
14 out of the 48 strategic goals (Strategic Goal 1.10 was canceled) are complete and another five goals (1.1, 1.2, 4.2, 5.5, 6.6) are
projected to be complete by the end of Fiscal Year 201617. Several goals are ongoing, but staff is making good progress on
fulfillment (e.g. 1.4, 1.5, 1.7, 1.8, 1.9, 2.3, 2.7, 3.2, 3.4, 6.1, 6.3, 6.7 and 7.6). The next quarterly update will be presented to the Board
on April 27, 2017.
Legal Review
Not applicable
Environmental Review
The District’s Strategic Plan is a planning document and preparation and adoption of the plan itself 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. The environmental review of each of the efforts or projects outlined in the Strategic Plan will occur when the Board of
Directors specifically considers each of the items since that is when the full scope of work of each effort or project will be described
Financial Review
Activities described in the strategic goals are funded in the budget.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 23, 2017 Board of Directors regular
meeting at CMSD headquarters (290 Paularino Avenue) and on CMSD's website at www.cmsdca.gov.
Alternative Actions
1. Direct staff to report back with more information.
File Attachments
Qtly Progress Rpt 201617 2nd Qtr.pdf (318 KB)
Subject 2. Receive and File 201520 Strategic Plan Quarterly Update 2nd Quarter
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Discussion
Goals 1.0 Sewer Infrastructure
2.00 Solid Waste
3.00 Partnerships
4.0 Community Outreach & Communications
5.0 Administrative Management
6.0 Personnel/Organizational Management
7.0 Finance
D. GENERAL MANAGER'S REPORTS
Summary
Every year the Board of Directors approves performance goals for the General Manager. Attached are the proposed goals for 2017.
Analysis
Attached for the Board of Directors consideration are ten performance goals for the General Manager. Results of the goals will be
presented to the Board in January 2018.
Legal Review
Not applicable.
Environmental Review
Adopting the General Manager's performance goals are an administrative matter and are not a disturbance of the environment similar
to grading or construction and therefore this item is not a project under CEQA or the District’s CEQA Guidelines.
Financial Review
Not applicable
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 23, 2017 Board of Directors regular
meeting at CMSD headquarters (290 Paularino Avenue) and on CMSD's website at www.cmsdca.gov.
Alternative Actions
1. Do not approve the performance goals.
2. Add or delete goals.
File Attachments
2017 Goals.doc (172 KB)
Motion & Voting
Subject 3. Approve General Manager's 2017 Performance Goals
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors approves the General Manager's 2017 Performance Goals.
That the Board of Directors approves the General Manager's 2017 Performance Goals.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
D. GENERAL MANAGER'S REPORTS
Summary
At the February 14, 2017 Board of Directors Study Session, staff proposed converting the parttime Maintenance Assistant position to
fulltime status. It has become a challenge to maintain the Yard and Headquarters facilities adequately with a parttime Maintenance
Assistant. The District’s Maintenance Assistant currently works 30 hours a week, Monday through Thursday. Staff is proposing this
classification convert from a regular parttime position to a regular fulltime position in order to meet the facility needs of the District.
Analysis
Prior to the creation of the Maintenance Assistant classification in 2012, the District contracted out custodial services, but the service
was lacking and inconsistent. The Wastewater Maintenance staff was often called out of the field to assist in minor maintenance and
facility needs. This practice became disruptive to their daily duties and line cleaning schedule. When the District attempted to contract
out for a combination of both facilities management and maintenance service, staff found that companies did not want to work with the
District because the facilities were not on a large enough scale. The District had no alternative but to hire a parttime Maintenance
Assistant.
Staff has found that maintaining the District’s Yard and Headquarters facilities adequately has proven to be a challenge to
complete on a parttime basis. Currently, the District’s Maintenance Assistant works on a regular parttime basis at 30
hours per week. The hours for this position are Monday through Thursday 6:00 a.m. to 1:30 p.m. The needs of the
District’s facilities are not sufficiently being addressed within the 30 hours the Maintenance Assistant currently works. The
time it takes to complete the required duties has increased due to relocation to a larger Headquarters. The Headquarters
facility is more than double the size of the District’s previous location. The larger parking lot and landscape area also
require more attention than the previous location. Custodial duties have expanded yet the time to complete the duties
has not. One day a week is spent servicing the Yard and the other three days are spent at Headquarters. Staff is
proposing to increase the hours to 40 hours per week which would make this a regular fulltime position.
The main duties of the Maintenance Assistant include coordinating necessary repairs and preventative maintenance services. This
requires coordinating and overseeing independent contractors on both minor capital improvements and regular preventative
maintenance activities. It is also the Maintenance Assistant’s responsibility to perform the custodial duties. Other responsibilities
include performing preventative and minor maintenance; basic carpentry duties; making minor adjustments and repairs to the heating,
cooling, ventilating, plumbing and electrical systems; and overseeing landscape maintenance and repairing minor irrigation problems.
Additionally, the Maintenance Assistant is responsible for room and equipment setup for meetings and events. As the District makes
available it’s Community Room for rental to the public, additional staff time on the part of the Maintenance Assistant will be required for
setting up, tearing down, cleaning, and onsite management of the room.
If approved, once the Maintenance Assistant becomes a fulltime employee, the incumbent would become eligible for full benefits
subject to the terms, conditions and limitations of each benefit program. The parttime Maintenance Assistant is already enrolled in
CalPERS. This position meets the criteria for immediate membership upon hire which is "employees hired to work fulltime for more
than six months" and "employees working regular parttime service, who work at least an average of 20 hours a week for one year or
longer."
Additional costs are broken down as follows:
Hourly
Rate
#
Hours
Total
Annual
Salary
Phone PERS Health W/C Medicare Total
Benefits
Total
Salary +
Benefits
Maintenance
Worker PT $16.9334 1560 $26,416.10 $959.92 $1830.64 0 $634.39 $383.03 $3,807.98 $30,224.08
Maintenance
Assistant FT $16.9334 2080 $35,221.47 $959.92 $2308.54 $14,950.00 $634.39 $510.71 $19,363.56 $54,585.03
Subject 4. Approve Reclassifying the PartTime Maintenance Assistant Position to Fulltime
Status
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors approve reclassifying the parttime Maintenance Assistant position to
fulltime status.
Goals 6.0 Personnel/Organizational Management
Legal Review
No legal review is required for reclassifying the Maintenance Assistant from parttime to fulltime employment.
Environmental Review
The consideration of reclassifying the Maintenance Assistant position 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 sufficient funds available in both the Solid Waste and Wastewater Funds to cover the additional $24,361 of salaries and
benefits.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the February 23, 2017 Board of
Directors meeting at District Headquarters and posted on the District’s website.
Alternative Actions
Do not approve reclassifying the parttime Maintenance Assistant to fulltime status.
File Attachments
CMSD Maintenance Assistant 05 02 15.pdf (30 KB)
Motion & Voting
That the Board of Directors approve reclassifying the parttime Maintenance Assistant position to fulltime status.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
E. ENGINEER'S REPORTS
File Attachments
CIP Updates February 2017 mtg.pdf (30 KB)
Motion & Voting
Subject 1. Receive and File Capital Improvement Projects Status Report
Meeting Feb 23, 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
To: General Manager, Alternate District Engineer
From: District Engineer
Re: Declaration of Conflict of Interest, Recusal and Referral to Alternate District Engineer: [Description of
Property/Project/Clients]
Please be advised that I have been retained to do private engineering work for the property at 365 Esther Street, Costa
Mesa, which is owned/developed by Nicholas and Jessica Kelly. I have reason to believe that this project or those persons
involved in that project may have the need for District engineering approvals in the future. I have been retained by
Nicholas and Jessica Kelly and will be reporting this relationship as a source of income on my FPPC Statement of Economic
Interests Form 700 next year.
Pursuant to state law, District Operations Code Section 3.01.045, and my contract with the District:
I hereby notify you of this source of income or other relationship that causes me a conflict in approving any matters in
my official capacity pertaining to this property and these persons.
I request that the General Manager alert the Alternate District Engineer that he is to provide all engineering approvals on
behalf of the District with respect to these persons or that property.
That the Alternate District Engineer shall report directly to the General Manager and submit his bills for services directly to
the General Manager.
That if any plans are required to be approved, that those shall show my seal and signature as private engineer of record,
and the Alternate District Engineer shall provide his approval by signing as Alternate District Engineer. That these
separate approvals shall be given on the same page and in a manner that clearly shows the separate capacities of each
engineer in providing their respective approvals.
I request that the District Clerk maintain a copy of this Declaration of Conflict of Interest, Recusal and Referral to
Alternate District Engineer as a permanent record of the District or for as long as required under the District’s record
retention schedule.
I understand that this procedure does not allow me to enter into or influence the awarding of contracts in my official
capacity in which I have a financial interest, which is a separate prohibition. (Gov. Code § 1090.)
If I can provide further information about the identity of my source of income or about the scope of my assignment,
please advise, and I will elaborate as necessary.
Robin Hamers
District Engineer
Motion & Voting
Subject 2. Receive and File Declaration of Conflict of Interest 365 Esther Street
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors receive and file the District Engineer's declaration of conflict of
interest for 365 Esther Street.
E. ENGINEER'S REPORTS
Summary
When the District relocated its headquarters from 628 W. 19th Street to 290 Paularino Avenue, the emergency generator from the
previous headquarters at 628 W. 19th Street became available. This project includes the permanent installation of the generator at the
19th Street pump station plus constructing site improvements as described in the analysis section below.
Analysis
Bids were opened on January 17, 2017, and the results are as follows:
Engineer's Estimate $230,000
California Building & Evaluation,
Inc.$150,900
Metro Builders $169,500
Minako America $195,000
GCI Construction
$258,960
Staff checked the licensing requirements and references for the low bidder, California Building Evaluation & Construction, Inc., and
found everything in order, therefore a recommendation to award contract is being made.
The 19th Street pump station was originally scheduled for abandonment as part of the west side pump station abandonment project,
however, the project was canceled due to Orange County Sanitation District's share of the abandonment work doubling in price to
almost $30 million. The Sanitary District is unable to fund the $37 million combined project.
The reason for the transfer of funds is due to a revision to the scope of work. When the project was planned, the only work
contemplated was installing the generator, however, during design, the decision was made to cancel the west side abandonment
project. Therefore, instead of abandoning the 19th Street pump station, the station will permanently remain in service. The proposed
improvements consisting of installing a new fence, new retaining wall, new concrete paving, new electrical enclosure, new drainage
improvements, lighting, and other items shown on the plans have increased the cost beyond the original budget.
Legal Review
District Counsel prepared and signed the construction contract being considered.
Environmental Review
The installation of a generator for backup power along with minor site improvements necessitated by aging infrastructure is
categorically exempt under the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.) under
Section 15301 as a “Class 1” project as stated under 15301; “Class 1 consists of the operation, repair, maintenance, permitting,
leasing, licensing, or minor alteration of existing public or private structures, facilities …”; pertaining to 15301(b) “Existing
facilities of both investor and publiclyowned utilities used to provide electric power, natural gas, sewerage, or other public utility
services”.
Financial Review
The total proposed budget for Project #315 19th Street Pump Station Electrical Improvements is as follows:
Construction Contract $150,900
Subject 3. #315 19th Street Pump Station Electrical Improvements Approve: Bid Opening,
Award of Contract, Establish Contingency and Transfer of Funds
Meeting Feb 23, 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, California Building
Evaluation & Construction Inc., in the amount of $150,900.
2. Approve a contingency of 10% in the amount of $15,090.
3. Transfer $58,260 from Indus Relining Project #310 Account 202013104300.
Goals 1.0 Sewer Infrastructure
10% Contingency $15,090
Relocate Generator from 628 W 19th $8,980
Miscellaneous Public Notices, Bonds $500
Civil Engineering/Surveying Design $17,920
Decommission Gen Electrical Engr Report $3,800
Electrical Engineering Design $4,790
Civil Eng Contract Admin/Inspections $13,280
Total $215,260
Original Allocation $157,000
Balance Required $58,260
The budgeted amount of funds for Project #315 is not sufficient to cover expected costs therefore, staff is requesting a transfer of
$58,260 from Project #310 Indus Relining. The Indus project is complete and has excess funds available to transfer to Project #315.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 23, 2017 Board of Directors regular
meeting at District Headquarters on District's website.
Alternative Actions
1. Do not award the project to California Building Evaluation & Construction.
2. Refer the matter back to staff for additional information.
File Attachments
contract_californiabuilding_proj315.pdf (710 KB)
Motion & Voting
The Board of Directors:
1. Award a contract to the lowest responsive and responsible bidder, California Building Evaluation & Construction
Inc., in the amount of $150,900.
2. Approve a contingency of 10% in the amount of $15,090.
3. Transfer $58,260 from Indus Relining Project #310 Account 202013104300.
Motion by Bob Ooten, second by Jim Ferryman.
Final Resolution: Motion Carries
Aye: 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 Feb 23, 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 2. Santa Ana River Flood Protection Agency (SARFPA) (Director Perry)
Meeting Feb 23, 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 3. Independent Special Districts of Orange County (ISDOC) (President Scheafer)
Meeting Feb 23, 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 Feb 23, 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 5. Special District Risk Management Authority (SDRMA) (President Scheafer)
Meeting Feb 23, 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 Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type
J. NEW BUSINESS
Motion & Voting
Subject 1. Approve Support of Secretary Schafer for Reelection to the CSDA Board of Directors
Oral Report
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors approve supporting Secretary to run for reelection to the CSDA Board
of Directors.
That the Board of Directors approve supporting Secretary to run for reelection to the CSDA Board of Directors.
Motion by Jim Ferryman, second by Bob Ooten.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
J. NEW BUSINESS
COSTA MESA SANITARY DISTRICT
RESOLUTION NO. 2017895
A RESOLUTION OF THE GOVERNING BODY OF THE COSTA MESA SANITARY DISTRICT
NOMINATING MIKE SCHEAFER AS A
CANDIDATE FOR ELECTION TO THE SPECIAL DISTRICT RISK MANAGEMENT AUTHORITY
BOARD OF DIRECTORS
WHEREAS, the Special District Risk Management Authority (SDRMA) is a Joint Powers Authority
formed under California Government Code, Section 6500 et.seq., for the purpose of providing risk
management and risk financing for California Special Districts and other local government agencies;
and
WHEREAS, the Joint Powers Agreement (JPA) and Bylaws of SDRMA set forth director qualifications,
terms of office and election requirements; and
WHEREAS, the Board of Directors of SDRMA established procedures and guidelines for the Director
Election process; and
WHEREAS, the Board of Directors of SDRMA established a policy requiring candidates seeking election
to the SDRMA Board of Directors to be: 1) a member of the agency’s governing body or management
employee per SDRMA Election Policy 201703, Section 4.1 and be an active member agency of both
SDRMA’s Property/Liability and Workers’ Compensation Programs, and 2) be nominated by Resolution
of their member agency’s governing body, and 3) each nominated candidate must submit a completed
and signed “Candidate’s Statement of Qualifications” on or before the May 5 filing deadline in order for
the candidate’s name to be placed on the official ballot.
NOW, THEREFORE, BE IT RESOLVED:
1. The governing body of the Costa Mesa Sanitary District nominates Mike Scheafer, its President, as
a candidate for the Board of Directors of the Special District Risk Management Authority.
2. The governing body of the Costa Mesa Sanitary District further directs that a copy of this
Resolution be delivered to SDRMA on or before the May 5, 2017 filing deadline.
ADOPTED this 23rd of February, 2017 by the Governing Body of the Costa Mesa Sanitary District by
the following roll call votes:
AYES:
NAYES:
ABSTAIN:
ABSENT:
APPROVED ATTEST
Subject 2. Adopt Resolution No. 2017895 Nominating President Scheafer as a Candidate for
Election to the Special District Risk Management Authority (SDRMA) Board of Directors
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Action
Recommended
Action
That the Board of Directors adopt Resolution No. 2017895 Nominating President Scheafer as a
Candidate for Election to the Special District Risk Management Authority (SDRMA) Board of
Directors.
___________________________
______________________________
President – Governing Body Secretary
Motion & Voting
That the Board of Directors adopt Resolution No. 2017895 Nominating President Scheafer as a Candidate for Election to
the Special District Risk Management Authority (SDRMA) Board of Directors.
Motion by Bob Ooten, second by Jim Ferryman.
Final Resolution: Motion Carries
Aye: Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
K. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Subject 1. Oral Communications and Director Comments
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Discussion
L. CLOSED SESSION
Conference with Labor Negotiator (Gov. Code 54957.6)
Agency Negotiator: President Scheafer
Unrepresented Employee: General Manager
Subject 1. Adjourn to Closed Session Public Employee Performance Evaluation (Gov. Code
54957) Title: General Manager
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Procedural
L. CLOSED SESSION
Subject 2. Reconvene to Open Session
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Procedural
M. CLOSING ITEMS
THE NEXT REGULAR MEETING OF COSTA MESA SANITARY DISTRICT BOARD OF DIRECTORS WILL BE HELD ON MARCH
23, 2017 IN THE DISTRICT"S BOARD ROOM, 290 PAULARINO AVENUE, COSTA MESA.
Subject 1. Adjourn
Meeting Feb 23, 2017 Board of Directors Regular Meeting
Access Public
Type Procedural