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COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
MARCH 22, 2018
Members present
Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman
Members absent
Mike Scheafer
Staff present
Scott Carroll (General Manager), Noelani Middenway (District Clerk), Alan Burns
(District Counsel), Steve Hodges (Finance Manager), Marc Davis (District Treasurer),
Robin Hamers (District Engineer), Gina Terraneo (Management Analyst II)
Others present
Doug Davert (East Orange County Water District)
Meeting called to order at 5:30 P.M.
A. OPENING ITEMS
Procedural: 1. Call to Order- Vice President Ferryman
Vice President Ferryman called the meeting to order at 5:30 P.M.
Procedural: 2. Pledge of Allegiance - Director Perry
Director Perry led the Pledge of Allegiance.
Procedural: 3. Invocation -Assistant Secretary Ooten
Assistant Secretary Ooten led the Invocation.
Procedural: 4. Roll Call - (If absences occur, consider whether to deem those absences
excused based on factsP resented for the absence — such determination shall be the
permission required by law.)
District Clerk, Noelani Middenway, conducted roll call. All Board Members were
present, except for President Scheafer who was excused from the meeting.
COSTA MESA SANITARY DISTRICT PAGE 2
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
Procedural: 5. Announcement of Late Communications - Unless directed otherwise by
the Board of Directors, all actions shall be based on/memorialized by the latest
document submitted as a late communication.
None at this time.
Procedural: 6. Ceremonial Matters and Presentations
None at this time.
B. Public Comments - This time has been set aside for persons in the audience to
make 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 the Board of 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.
Procedural: 1. Public Comments
Vice President Ferryman opened public comments.
Doug Davert, Board President of East Orange County Water District, commented
that he would like to request the support of the District's Board of Directors
because he is running for one of the two available special district seats on
Orange County's Local Agency Formation Commission (LAFCO). He shared his
qualifications as a former city council member and mayor, as well as his position
on several special district boards. In regards to his stances on LAFCO issues,
Mr. Davert said, "one of the things that I think would be most important for you
[Costa Mesa Sanitary District] is that I am not a fan of hostile takeovers. If two
boards voluntarily want to join forces, I think that's a great thing to look at, a great
thing to explore, and sometimes there are good reasons to do that. Other times,
if the boards aren't wanting to do that and the community support isn't there, then
I don't think LAFCO should be forcing anybody to do anything, unless it's a dire
circumstance." He noted that he has been through the LAFCO municipal service
review (MSR) process and stated that he is running for the LAFCO seat in order
to "speak up for special districts."
Discussion followed regarding Mr. Davert's participation in the Independent
Special Districts of Orange County (ISDOC).
Mr. Davert thanked the Board of Directors for their time and offered to come back
to a future meeting if the Board of Directors requested for him to do so.
Seeing no other members of the public present and wishing to speak, Vice
President Ferryman closed public comments.
COSTA MESA SANITARY DISTRICT PAGE 3
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
C. CONSENT CALENDAR - All matters listed on the consent calendar are considered
to be routine and may be acted upon by one motion after public comment has been
received. Only Board of Directors may pull an item for discussion. Reading of
resolutions is waived and they will be adopted and numbered. Now is the time for those
in the audience who wish to speak to items listed on the consent calendar. Each
speaker will be limited to four (4) continuous minutes of comment on the consent
calendar as a whole.
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 February 13, 2018
Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent): 3. Approve the Board of Directors Regular Meeting Minutes of
February 22, 2018
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. Adopt Warrant Resolution No. CMSD 2018-9 Approving
District Warrant Registers
Recommendation: That the Board of Directors adopt Warrant Resolution No. CMSD
2018-9 approving District warrants for the month of February 2018 in the amount of
$781,399.61.
Action (Consent): 6. Approve Payroll Transparency Disclosure for February 2018
Recommendation: That the Board of Directors approve and file the report.
Action (Consent): 7. Receive and File Closed Circuit TV (CCTV) Program Report
Recommendation: That the Board of Directors receive and file the report.
Action: 8. Accept the occupancy count as presented as 22,558 and direct staff to
prepare a warrant to CR&R Environmental Services for $220,964.63 for February
2018 collection
Recommendation: That the Board of Directors accept the occupancy count as
presented using 22,558 as the correct number of active units and direct staff to prepare
a warrant to CR&R Environmental Services for February 2018 collection based on this
occupancy report so long as the contractor fulfills the obligations of the agreement in the
amount of$220,964.63 to be ratified in the March 2018 warrant list.
COSTA MESA SANITARY DISTRICT PAGE 4
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22,2018
Action: 9. Approve the preparation of a warrant to CR Transfer in the amount of
$165,603.01 for February 2018 recycling and disposal services in the March 2018
warrant register
Recommendation: That the Board of Directors approve the preparation of a warrant to
CR Transfer in the amount of $165,603.02 for February 2018 recycling and disposal
services to be ratified in the March 2018 warrant register.
Action: 10. Consider Accepting the Self-Audit of CMSD's Sewer System
Management Plan performed by EEC Environmental.
Recommendation: That the Board of Directors consider accepting the Self-Audit of
CMSD's Sewer System Management Plan performed by EEC Environmental.
Action (Consent): 11. Approve Investment Report for February 2018
Recommendation: That the Board of Directors approve the Investment Report for the
month of February 2018.
Motion: To approve the Consent Calendar as presented.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries 4-0-1 with Mike Scheafer not present.
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman
There were no comments or discussion and the Consent Calendar was approved
as presented.
D. PUBLIC HEARINGS
None at this time.
E. GENERAL MANAGER'S REPORTS
Action: 1. Consider Approving an Employee Lending Agreement with Orange
County Sanitation District
Recommendation: That the Board of Directors Approves the Employee Lending
Agreement with Orange County Sanitation District and direct the General Manager to
sign the Agreement on CMSD's behalf.
General Manager, Scott Carroll, presented report details. He explained that
Per
the Operations Code, the District utilizes an alternate engineer to review plans in
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cases when the District Engineer is the engineer on record for a private
development. Mr. Carroll noted that the District approved an employee lending
agreement with Orange County Sanitation District in 2015 to appoint Rudy
Davilla as the Alternate District Engineer. Additionally, he explained that Mr.
Davilla's hourly rate is substantially lower than the rate of the private engineer
that the District had used inh
t eP ast. Mr. Carroll recommended that the Board of
Directors authorize him to sign the agreement on the District's behalf.
COSTA MESA SANITARY DISTRICT PAGE 5
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22,2018
Motion: To approve the Employee Lending Agreement with Orange County
Sanitation District and direct the General Manager to sign the Agreement on
CMSD's behalf.
Motion by Bob Ooten, second by Arlene Schafer.
District Engineer, Robin Hamers, commented that Mr. Davilla does a good job of
reviewing plans and noted that the District uses his services about once a month.
Final Resolution: Motion Carries 4-0-1 with Mike Scheafer not present.
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman
There was no further discussion.
Action: 2. Approve Cost of Living Adjustment (COLA) to salaries in FY 2018-19 to
be equal to the February to February Consumer Price Index (CPI) for the Los
Angeles-Long Beach-Anaheim area of 3.6% as outlined in the Employee
Handbook
Recommendation: That the Board of Directors approve a Cost of Living Adjustment
(COLA) to salaries in FY 2018-19 to be equal to the February to February Consumer
Price Index for the Los Angeles-Long Beach-Anaheim area of 3.6% as outlined in the
Employee Handbook.
Finance Manager, Steve Hodges, presented report details. He explained that the
District budgeted for a 2.5% COLA in Fiscal Year 2018-2019, but noted that the
recommended Consumer Price Index for the Los Angeles-Long Beach-Anaheim
area is 3.6%. Mr. Hodges added that staff is not seeking an appropriation for the
recommended action because staff is anticipating a salary savings of $100,000
during the current fiscal year. He noted that this savings would allow for a
carryover of the estimated $20,000 in expenses that would result from increasing
the COLA to 3.6%.
Director Perry recommended that the Board of Directors approve the budgeted
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2.5/o COLA.
Secretary Schafer indicated agreement with Director Perry.
Assistant Secretary Ooten commented that he is comfortable supporting the
3.6% COLA because District employees are facing increased costs of living.
Additionally, he commented that he believes that staff budgets conservatively
and that the funding is available for the increased COLA.
Motion: To approve the Cost of Living Adjustment (COLA) to salaries in FY 2018-
19 of 2.5%, equal to what was adopted with the biennial budget.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Fails 2-2-1 with Mike Scheafer not present.
Aye: Arlene Schafer, Art Perry
No: Bob Ooten, Jim Ferryman
COSTA MESA SANITARY DISTRICT PAGE 6
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
Discussion followed regarding how the Board of Directors should proceed.
District Counsel, Alan Burns, explained that the Board of Directors can make an
alternate motion or continue the item to a later time in the meeting when
President Scheafer is expected to arrive.
The Board of Directors continued the item to a later time in the agenda, but noted
that if President Scheafer does not arrive, the Board of Directors would continue
the item to the next Board of Directors regular meeting.
There was no further discussion at this time.
Action: 3. Consider Accepting Roof Repairs at Headquarters as Complete and
Direct Staff to File a Notice of Completion and Exonerate Labor and Materials
Bond 35 Days after Notice of Completion has been Filed at the County's
Recorder's Office
Recommendation: That the Board of Directors:
1. Accept improvements as complete and file a Notice of Completion in the County's
Recorder's Office; and
2. Authorize payment of 5% retention 35 days after the Notice of Completion is
recorded; and
3. Exonerate Labor and Material Bonds 35 days after Notice of Completion is recorded;
and
4. Exonerate Faithful Performance Bond one year after Notice of Completion is
recorded.
General Manager, Scott Carroll, provided report details. He presented photos of
the roof repairs and noted that the District did not have any leaks during the
recent storm. Mr. Carroll added that $166,000 was budgeted for the project, but
that the project came in under budget at$152,109.
Motion: To accept improvements as complete and file a Notice of Completion in
the County's Recorder's Office, authorize payment of 5% retention 35 days after
the Notice of Completion is recorded, exonerate the Labor and Material Bonds 35
days after Notice of Completion is recorded, and exonerate the Faithful
Performance Bond one year after Notice of Completion is recorded.
Motion by Arlene Schafer, second by Bob Ooten.
Director Perry inquired about the 5% retention.
Mr. Carroll explained that the District withholds 5% of the total cost from the
contractor until 35 days after the Notice of Completion is recorded.
Final Resolution: Motion Carries 4-0-1 with Mike Scheafer not present.
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman
There were no further questions or discussion.
COSTA MESA SANITARY DISTRICT PAGE 7
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
Action: 4. Consider Approving Agreement with Precision Electric Company for
Installing Solar Photovoltaic System on HQ Rooftop for$156,500
Recommendation: That the Board of Directors approves Agreement with Precision
Electric Company for Installing Solar Photovoltaic System on HQ Rooftop for$156,500.
General Manager, Scott Carroll, provided report details. He noted that the District
received three bids for the solar project and Precision Electric Company
submitted the lowest bid. Mr. Carroll added that the bid included a performance
guarantee of 75,000 kWh per year and an estimated electric energy savings of
$16,000 per year. Lastly, he noted that the total cost of the project is expected to
be $184,950.
Motion: To approve the Agreement with Precision Electric Company for Installing
Solar Photovoltaic System on HQ Rooftop for$156,500.
Motion by Art Perry, second by Bob Ooten.
Final Resolution: Motion Carries 4-0-1 with Mike Scheafer not present.
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman
There were no questions or discussion.
F. ENGINEER'S REPORTS
Receive and File: 1. Receive and File Monthly Capital Improvement Projects Status
Report
Recommendation: That the Board of Directors receive and file the report.
District Engineer, Robin Hamers, provided updates regarding the District Yard
expansion, President Pump Station force main, and Canyon force main projects.
He noted that the District will begin its fourth consecutive project using horizontal
directional drilling (HDD).
Director Perry asked which street will be impacted by the HDD.
Mr. Hamers noted that the project will impact Wilson Street.
Discussion followed regarding the construction timeframe, traffic control, and
project logistics.
Assistant Secretary Ooten asked if the Closed Circuit Television of the District's
system is complete.
Mr. Hamers responded that Wastewater Maintenance Superintendent, Steve
Cano, is working with ProPipe to ensure that the project is complete.
Discussion followed regarding the status of Grade 5 rehabilitation and the District
Yard improvements.
There was no further discussion and the report was received.
COSTA MESA SANITARY DISTRICT PAGE 8
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
Action, Receive and File: 2. Receive and File District Engineer's Conflict of Interest
for 170 Cabrillo Street in Costa Mesa
Recommendation: That the Board of Directors receive and file the report.
District Engineer, Robin Hamers, noted that he is submitting a declaration of
conflict of interest for a project at 170 Cabrillo Street in Costa Mesa.
Discussion followed regarding the project details.
There was no further discussion and the report was received.
G. TREASURER'S REPORTS
None at this time.
H. ATTORNEY'S REPORTS
None at this time.
I. 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 OCSD will meet next week.
Information: 2. Santa Ana River Flood Protection Agency (SARFPA) - (Director Perry)
Director Perry shared that he and Vice President Ferryman attended the
SARFPA meeting. He noted that SARFPA has $40 million in funding this year,
but that funding will drop to $15 million next year. Additionally, he noted that
there are plans to raise the spillway in 2021 and that approval of the Westminster
channel is currently in process.
Information: 3. Independent Special Districts of Orange County (ISDOC) - (Secretary
Schafer)
Secretary Schafer shared that Carolyn Emery, the Executive Director of LAFCO,
attended the ISDOC meeting and provided updates from LAFCO.
ISI
COSTA MESA SANITARY DISTRICT PAGE 9
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
Information: 4. California Special Districts Association (CSDA) - (Secretary Schafer)
Secretary Schafer noted that many agencies are opposing SB 623 and
requested that the District submit a letter of opposition for SB 623. Additionally,
she noted that CSDA is supporting SB 929 to require all special districts to have
websites, with the exception of small districts that cannot afford to maintain a
website.
Discussion followed regarding the cost of creating a website, upcoming meeting
dates, and the Liaison Committee Meeting.
Information: 5. Special District Risk Management Authority (SDRMA) - (President
Scheafer)
President Scheafer entered the meeting at 6:07 P.M.
President Scheafer noted that he was unable to attend the SDRMA 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 noted that there were
speakers from Southern California Gas and Edison. He also noted that he
attended the OCSD Operations Committee Meeting where there was discussion
about fee increases over the next 5 years.
Director Perry added that there was discussion about battery storage of solar
energy.
Discussion followed regarding the use of LED lights at the District's
headquarters.
J. OLD BUSINESS
Action: 2. Approve Cost of Living Adjustment (COLA) to salaries in FY 2018-19 to
be equal to the February to February Consumer Price Index (CPI) for the Los
Angeles-Long Beach-Anaheim area of 3.6% as outlined in the Employee
Handbook
Recommendation: That the Board of Directors approve a Cost of Living Adjustment
(COLA) to salaries in FY 2018-19 to be equal to the February to February Consumer
Price Index for the Los Angeles-Long Beach-Anaheim area of 3.6% as outlined in the
Employee Handbook.
Director Perrysuggested that the Board of Directors revisit Item E2. He provided
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an overview of the discussion and the failed motion to approve the budgeted
2.5% COLA.
COSTA MESA SANITARY DISTRICT PAGE 10
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22,2018
District Counsel, Alan Burns, confirmed that the Board of Directors may continue
discussing this item due to the item's earlier continuation.
Motion: To reconsider the previous motion to approve the Cost of Living
Adjustment (COLA) to salaries in FY 2018-19 of 2.5%, equal to what was
adopted with the biennial budget.
Motion by Art Perry, second by Arlene Schafer.
District Engineer, Robin Hamers, asked how the COLA is addressed in the
Employee Handbook.
Finance Manager, Steve Hodges, noted that the Employee Handbook does not
specify whether the Board of Directors can select an alternative COLA.
General Manager, Scott Carroll, explained that the Board of Directors have
discretion over the COLA and noted that they have selected an alternative COLA
in the past.
Mr. Burns suggested that the Board of Directors read the Employee Handbook
language prior to voting in order to feel more comfortable making a decision.
Director Perry withdrew his motion and Secretary Schafer withdrew her second
to the motion.
President Scheafer offered a substitute motion to continue Item E2 to the next
Board of Directors Special Meeting on April 4, 2018.
Mr. Burns noted that the Board of Directors cannot take action on Item E2 at a
special meeting if the action will impact executive compensation.
President Scheafer revised his substitute motion to continue Item E2 to the next
Board of Directors Regular Meeting on April 26, 2018.
Motion: To continue Item E2 to the next Board of Directors Regular Meeting on
April 26, 2018.
Motion by Mike Scheafer, second by Arlene Schafer.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There were no further questions or discussion.
K. NEW BUSINESS
None at this time.
L. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Discussion: 1. Oral Communications and Director Comments
COSTA MESA SANITARY DISTRICT PAGE 11
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 22, 2018
None at this time.
M. ADJOURN TO CLOSED SESSION
Vice President Ferryman adjourned the meeting to closed session at 6:15 P.M. to
discuss the following items:
Discussion: 1. Public Employee Performance Evaluation (Gov. Code §54957) -
Title: General Manager
Discussion: 2. Conference with Legal Counsel - Existing Litigation Government
Code §54956.9(d)(1) -- 1. The Costa Mesa Sanitary District v. Mesa Water
District; OCSC No. 30-2017-00923819-CU-PT-CJC
N. RECONVENE TO OPEN SESSION
Vice President Ferryman reconvened the meeting to open session at 6:38 P.M.
and reported that the Board of Directors gave direction to District Counsel for a
settlement conference.
O. CLOSING ITEMS
Procedural: 1. Adjourn
Vice President Ferryman adjourned the meeting at 6:38 P.M.
A . ( .' ' , A' I I IA
ArI'e —
' cha er Michael Scheaf.
Secretary President