2019_02_28_boardThursday, February 28, 2019
Board of Directors Regular Meeting
290 Paularino Avenue, Costa Mesa at 5:30 P.M.
Public Comments: Any member of the public may address the Board. Speakers on agenda items
should identify themselves to the District Clerk before the meeting so that their input can be
provided at the time the item is considered. Speakers on non-agenda items will be heard under
Public Comments. Pursuant to State law, the Board may not discuss or take action on non-agenda
items except under special circumstances. Speakers must limit their remarks to four minutes or
as decided upon by the Presiding Officer. The Presiding Officer reserves the right to declare any
speaker out of order.
Obtaining Agenda Materials: The public is entitled to copies of all documents that are made part
of the agenda packet. If any document or other writing pertaining to an agenda item is
distributed to all or a majority of the Board after the packet is prepared, a copy of that writing
may be obtained at the District offices at 290 Paularino Avenue, Costa Mesa, California.
In Compliance with ADA: Contact District Clerk, Noelani Middenway, at (949) 645-8400, 48 hours
prior to meeting if assistance is needed (28 CFR 35.102.35.104 ADA Title II).
A. OPENING ITEMS
1. Call to Order - President Ferryman
2. Pledge of Allegiance - President Ferryman
3. Invocation - Vice President Ooten
4. Roll Call - (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.)
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.
6. Ceremonial Matters and Presentations
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.
1. Public Comments
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.
1. Approve Consent Calendar
2. Approve the Board of Directors Study Session Minutes of January 8, 2019
3. Approve the City/Districts Liaison Committee Meeting Minutes of January 18, 2019
4. Approve the Board of Directors Regular Meeting Minutes of January 24, 2019
5. Approve the Directors' Compensation and Reimbursement of Expenses
6. Adopt Warrant Resolution No. CMSD 2019-8 Approving District Warrant Registers
7. Approve Payroll Transparency Disclosure for January 2019.
8. Approve the preparation of a warrant to CR Transfer in the amount of $207,048.10 for January 2019 recycling
and disposal services in the February 2019 warrant register
9. Accept the occupancy count as presented as 22,752 and direct staff to prepare a warrant to CR&R Environmental
Services for $222,864.94 for January 2019 collection
10. Approve Investment Report for the Month of January 2019
11. Contracts Signed by General Manager
D. PUBLIC HEARINGS
E. GENERAL MANAGER'S REPORTS
3. Approve out-of-state travel for Kaitlin Tran to attend the 2019 Springbrook User Conference in Portland, Oregon.
4. Approve Director Scheafer's out-of-state Travel and Attendance of the Waste Expo Conference in Las Vegas,
Nevada.
F. ENGINEER'S REPORTS
1. Receive and File the Monthly Capital Improvements Project Status Report
2. Approve Easement Agreement for Canyon Pump Station Generator
G. TREASURER'S REPORTS
H. ATTORNEY'S REPORTS
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.
1. Orange County Sanitation District (OCSD) - (President Ferryman)
2. Santa Ana River Flood Protection Agency (SARFPA) - (Director Perry)
3. Independent Special Districts of Orange County (ISDOC) - (Secretary Schafer)
4. California Special Districts Association (CSDA) - (Secretary Schafer)
5. Special District Risk Management Authority (SDRMA) - (Director Scheafer)
6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55, Operations Code Section 3.01.030
J. OLD BUSINESS
K. NEW BUSINESS
1. Citizens Advisory Committee (CAC) February 13, 2019 Meeting Overview
2. Receive and File the Popular Annual Financial Report (PAFR) for the Year Ended June 30, 2018
5. Consider Approving General Manager's 2019 Performance Goals
L. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
1. Oral Communications and Director Comments
M. ADJOURN TO CLOSED SESSION
1. Conference with Legal Counsel- Existing Litigation (Gov. Code §54956.9) Costa Mesa Sanitary District v. Santa
Ana Regional Water Quality Control Board-G055278
2. Closed Session to Discuss Public Employee Performance Evaluation (Gov. Code §54957(b).) Title: General
Manager
3. Closed Session to Discuss Labor Negotiations (Gov. Code §54957.6(a).) Agency representative: President
Ferryman Unrepresented Employee: General Manager
4. Closed Session to Discuss Labor Negotiations(Gov. Code §54957.6(a).) Agency representative: General Manager
Unrepresented employees: All employees of the District excluding the General Manager
N. RECONVENE TO OPEN SESSION
1. Reconvene to Open Session and Report Out
O. CLOSING ITEMS
1. Adjourn
Thursday, February 28, 2019
Board of Directors Regular Meeting
290 Paularino Avenue, Costa Mesa at 5:30 P.M.
Public Comments: Any member of the public may address the Board. Speakers on agenda items
should identify themselves to the District Clerk before the meeting so that their input can be
provided at the time the item is considered. Speakers on non-agenda items will be heard under
Public Comments. Pursuant to State law, the Board may not discuss or take action on non-agenda
items except under special circumstances. Speakers must limit their remarks to four minutes or
as decided upon by the Presiding Officer. The Presiding Officer reserves the right to declare any
speaker out of order.
Obtaining Agenda Materials: The public is entitled to copies of all documents that are made part
of the agenda packet. If any document or other writing pertaining to an agenda item is
distributed to all or a majority of the Board after the packet is prepared, a copy of that writing
may be obtained at the District offices at 290 Paularino Avenue, Costa Mesa, California.
In Compliance with ADA: Contact District Clerk, Noelani Middenway, at (949) 645-8400, 48 hours
prior to meeting if assistance is needed (28 CFR 35.102.35.104 ADA Title II).
A. OPENING ITEMS
Subject 1. Call to Order - President Ferryman
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Subject 2. Pledge of Allegiance - President Ferryman
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Subject 3. Invocation - Vice President Ooten
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
James Ferryman, President
Robert Ooten, Vice President
Arlene Schafer, Secretary
Michael Scheafer, Director
Arthur Perry, Director
Subject 4. Roll Call - (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.)
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Subject 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.
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
A. OPENING ITEMS
Subject 6. Ceremonial Matters and Presentations
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
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.
Subject 1. Public Comments
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural
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.
Subject 1. Approve Consent Calendar
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended Action That the Board of Directors approve the Consent Calendar as presented.
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.
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.
To: Board of Directors
Via: Scott Carroll, General Manager
From: Gina Terraneo, Management Analyst II
Date: February 28, 2019
Subject: Approve the Board of Directors Study Session Minutes of January 8, 2019
Summary
The recorded minutes of the January 8, 2019 Board of Directors Study Session are hereby submitted to the Board of Directors for
review and approval.
Analysis
Attached to the staff report are the minutes for the Board of Directors Study Session on January 8, 2019.
Staff Recommendation
That the Board of Directors approve the meeting minutes as presented.
Legal Review
Not applicable.
Environmental Review
Consideration of public meeting minutes is an administrative matter and is exempt from the requirements of the California
Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency
while establishing its own procedures “to list those specific activities which fall within each of the exempt classes”, and the District has
adopted “CEQA Guidelines and Implementing Procedures” that state on page 6 ”Projects” does not include …. C. Continuing
administrative or maintenance activities.”
Financial Review
Not applicable.
Public Notice Process
Copies of this report are on file and will be included in the complete agenda packet for the February 28, 2019 Board of Directors
Regular Meeting at District Headquarters and posted on the District’s website.
Alternative Actions
1. Do not approve the meeting minutes as presented.
2. Direct staff to report back with more information.
File Attachments
Subject 2. Approve the Board of Directors Study Session Minutes of January 8, 2019
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent), Minutes
Recommended Action That the Board of Directors approve the meeting minutes as presented.
Minutes View Minutes for Jan 8, 2019 - Board of Directors Study Session
minutes_2019_01_08_ss.pdf (44 KB)
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.
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.
To: Board of Directors
Via: Scott Carroll, General Manager
From: Gina Terraneo, Management Analyst II
Date: February 28, 2019
Subject: City/Districts Liaison Committee Meeting Minutes of January 18, 2019
Summary
The recorded minutes of the January 18, 2019 City/Districts Liaison Committee Meeting are hereby submitted to the Board of
Directors for review and approval.
Analysis
Attached to the staff report are the minutes for the City/Districts Liaison Committee Meeting on January 18, 2019.
Staff Recommendation
That the Board of Directors approve the meeting minutes as presented.
Legal Review
Not applicable.
Environmental Review
Consideration of public meeting minutes is an administrative matter and is exempt from the requirements of the California
Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency
while establishing its own procedures “to list those specific activities which fall within each of the exempt classes”, and the District has
adopted “CEQA Guidelines and Implementing Procedures” that state on page 6 ”Projects” does not include …. C. Continuing
administrative or maintenance activities.”
Financial Review
Not applicable.
Public Notice Process
Copies of this report are on file and will be included in the complete agenda packet for the February 28, 2019 Board of Directors
Regular Meeting at District Headquarters and posted on the District’s website.
Alternative Actions
1. Do not approve the meeting minutes as presented.
2. Direct staff to report back with more information.
Subject 3. Approve the City/Districts Liaison Committee Meeting Minutes of January 18,
2019
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent), Minutes
Recommended Action That the Board of Directors approve the meeting minutes as presented.
Minutes View Minutes for Jan 18, 2019 - City/District Liaison Committee Meeting
File Attachments
minutes_2019_01_18_liaison.pdf (48 KB)
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.
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.
To: Board of Directors
Via: Scott Carroll, General Manager
From: Gina Terraneo, Management Analyst II
Date: February 28, 2019
Subject: Approve the Board of Directors Regular Meeting Minutes of January 24, 2019
Summary
The recorded minutes of the January 24, 2019 Board of Directors Regular Meeting are hereby submitted to the Board of Directors for
review and approval.
Analysis
Attached to the staff report are the minutes for the Board of Directors Regular Meeting on January 24, 2019.
Staff Recommendation
That the Board of Directors approve the meeting minutes as presented.
Legal Review
Not applicable.
Environmental Review
Consideration of public meeting minutes is an administrative matter and is exempt from the requirements of the California
Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency
while establishing its own procedures “to list those specific activities which fall within each of the exempt classes”, and the District has
adopted “CEQA Guidelines and Implementing Procedures” that state on page 6 ”Projects” does not include …. C. Continuing
administrative or maintenance activities.”
Financial Review
Not applicable.
Public Notice Process
Copies of this report are on file and will be included in the complete agenda packet for the February 28, 2019 Board of Directors
Regular Meeting at District Headquarters and posted on the District’s website.
Alternative Actions
1. Do not approve the meeting minutes as presented.
2. Direct staff to report back with more information.
File Attachments
Subject 4. Approve the Board of Directors Regular Meeting Minutes of January 24, 2019
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent), Minutes
Recommended Action That the Board of Directors approve the meeting minutes as presented.
Minutes View Minutes for Jan 24, 2019 - Board of Directors Regular Meeting
minutes_2019_01_24_rm.pdf (90 KB)
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.
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.
To: Board of Directors
Via: Scott Carroll, General Manager
From: Noelani Middenway, District Clerk
Date: February 28, 2019
Subject: Directors' Compensation and Reimbursement of Expenses
Summary
The Directors' Compensation and Reimbursement of Expenses are hereby submitted to the Board of Directors for review and
approval.
Analysis
Attached to the staff report are the Directors' Compensation and Reimbursement of Expenses.
Staff Recommendation
That the Board of Directors approve the compensation and reimbursement of expenses as presented.
Legal Review
Not applicable.
Environmental Review
Consideration of the compensation and reimbursement of expenses is an administrative matter and is exempt from the requirements
of the California Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA
allows an agency while establishing its own procedures “to list those specific activities which fall within each of the exempt classes”,
and the District has adopted “CEQA Guidelines and Implementing Procedures” that state on page 6. "Projects” does not include ….
C. Continuing administrative or maintenance activities.”
Financial Review
Not applicable.
Public Notice Process
Copies of this report are on file and will be included in the complete agenda packet for the February 28, 2019 Board of Directors
Regular Meeting at District Headquarters and posted on the District’s website.
Alternative Actions
1. Do not approve the compensation and reimbursement of expenses as presented.
2. Direct staff to report back with more information.
File Attachments
director_compensation.pdf (238 KB)
Subject 5. Approve the Directors' Compensation and Reimbursement of Expenses
Meeting Feb 28, 2019 - 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.
director_expense.pdf (136 KB)
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.
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.
File Attachments
WARRANT RESO Feb 2019 Meeting.pdf (390 KB)
Subject 6. Adopt Warrant Resolution No. CMSD 2019-8 Approving District Warrant
Registers
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended Action That the Board of Directors adopt Warrant Resolution No. CMSD 2019-8 approving District
warrants for the month of January 2019 in the amount of $684,677.68.
Goals 7.0 Finance
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.
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.
To: Board of Directors
Via: Scott, Carroll, General Manager
From: Kaitlin Tran, Senior Accountant
Date: February 28, 2019
Subject: Payroll Transparency Disclosure for January 2019.
Summary
Attached is the Payroll General Ledger Distribution Report summarizing each payroll during the month.
Analysis
Attached is the Payroll General Ledger Distribution Report summarizing each payroll during the month.
Recommendation
That the Board of Directors approve and file the report.
Legal Review
Not Applicable.
Environmental Review
Subject activity is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources Code Section
21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures “to list those specific activities
which fall within each of the exempt classes”, and the District has adopted “CEQA Guidelines and Implementing Procedures” that
state on page 6 “”Projects” does not include …. C. Continuing administrative or maintenance activities.”
Financial Review
Sufficient funds are available in the adopted budget.
Subject 7. Approve Payroll Transparency Disclosure for January 2019.
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Budgeted Yes
Recommended Action That the Board of Directors approve and file the report.
Goals 7.0 Finance
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the February 28, 2019 Board of Directors
Regular meeting at District Headquarters and posted on the District’s website www.cmsdca.gov
Alternative Actions
Refer item back to staff with further instructions.
File Attachments
Payroll Transparency Disclosure Jan 2019.pdf (481 KB)
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.
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.
To: Board of Directors
Via: Scott Carroll, General Manager
From: Nabila Guzman, Management Analyst I
Date: February 28, 2019
Subject: Approve the preparation of a warrant to CR Transfer in the amount of $207,048.10 for January
2019 recycling and disposal services in the February 2019 warrant register
Summary
This payment to CR Transfer is for the sorting of recyclables from the mixed waste and disposal of the remaining
waste at the landfill. With the implementation the Organics Recycling Program adopted by the Board, this payment
also includes the diverting of the organics waste to the Anaerobic Digestion facility to be recycled into fertilizer
or renewable natural gas to fuel the refuse trucks.
Recommendation
That the Board of Directors approves the preparation of a warrant to CR Transfer in the amount of $207,048.10 for
January 2019 recycling and disposal services to be ratified in the February 2019 warrant register.
Analysis
Below is a chart depicting the total tonnage and payments due for residential and organic waste collected in Costa
Mesa and Newport Beach.
Please note there was a discrepancy with billing this month, CR&R's billing system inaccurately calculated invoice
totals and over billed the District by $0.13, but CMSD will be paying the actual amount owed.
Costa Mesa Newport Beach Total
Residential Waste $150,580.92 $4,084.84 $154,665.76
Organics $49,920.81 $2,461.54 $52,382.34
Total Payment $207,048.10
Tonnage
Residential Waste 2897.46 78.60 2976.06
Organics 698.19 34.43 732.62
Total Tonnage 3708.68
Legal Review
Not Applicable
Subject 8. Approve the preparation of a warrant to CR Transfer in the amount of
$207,048.10 for January 2019 recycling and disposal services in the February
2019 warrant register
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended Action That the Board of Directors approves the preparation of a warrant to CR Transfer in the
amount of $207,048.10 for January 2019 recycling and disposal services to be ratified in
the February 2019 warrant register.
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
Sufficient funds are available in the adopted budget to pay for the services provided.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the February
28, 2019 Board of Directors regular meeting at District Headquarters and posted on the District’s website at
www.cmsdca.gov.
Alternative Actions
Refer item back to staff with further instructions.
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.
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.
To: Board of Directors
Via: Scott Carroll, General Manager
From: Nabila Guzman, Management Analyst I
Date: February 28, 2019
Subject: Accept the occupancy count as presented as 22,752 and direct staff to prepare a warrant to
CR&R Environmental Services for $222,864.94 for January 2019 collection
Summary
Accept the occupancy count as presented using 22,752 as the correct number of active units and direct staff to prepare a warrant to
CR&R Environmental Services for January 2019 collection based on this occupancy report so long as the contractor fulfills the
obligations of the agreement in the amount of $222,864.94 to be ratified in the February 2019 warrant list.
Recommendation
That the Board of Directors accept the occupancy count as presented using 22,752 as the correct number of active units and direct
staff to prepare a warrant to CR&R Environmental Services for January 2019 collection based on this occupancy report so long as
the contractor fulfills the obligations of the agreement in the amount of $222,864.94 to be ratified in the February 2019 warrant list.
Analysis
The occupancy count is the number of residential customers that the District pays CR&R for the trash truck to stop and pick-up trash.
The District pays CR&R $9.7954 per occupant, per month. Each month, new residential customers in brand new
developments contact the District to establish new trash service. District staff contacts CR&R to approve the drop-off of carts at the
residence, which results in an increase in the occupancy count as shown on the attached list.
Over the years, some discrepancies have occurred in the number of total occupancies. District staff has been working with CR&R to
reconcile the entire list of service addresses for the past few months. As of January 31, 2019, total District occupancy was at 22,752,
with twenty-eight (28) accounts added since the last billing period. District staff will continue to track the number of new service
addresses.
The payment calculation is based on the following:
District's Current Rate for January of 2019:
22,752x $9.7954 =$222,864.94
Legal Review
Not Applicable
Subject 9. Accept the occupancy count as presented as 22,752 and direct staff to prepare
a warrant to CR&R Environmental Services for $222,864.94 for January 2019
collection
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended Action That the Board of Directors accept the occupancy count as presented using 22,864.94 as
the correct number of active units and direct staff to prepare a warrant to CR&R
Environmental Services for January 2019 collection based on this occupancy report so long
as the contractor fulfills the obligations of the agreement in the amount of $222,864.94 to
be ratified in the February 2019 warrant list.
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
Sufficient funds are available in the adopted budget to pay for the services provided.
Public Notice Process
Copies of this report are on file and will be included in the complete agenda packet for the February 28, 2019 Board of Directors
Regular meeting at District Headquarters and posted on the District’s website.
Alternative Actions
Refer item back to staff with further instructions.
File Attachments
2019-01-G CMSD Occupancy Report.pdf (16 KB)
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.
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.
To: Board of Directors
From: Marc Davis, District Treasurer
Date: February 28, 2019
Subject: Approve the Investment Report for the month of January 2019
Summary
Attached is the Investment Report for the month of January 2019. As required by the District’s Statement of
Investment Policy, the Investment Report delineates all investment activity during the month.
Recommendation
That the Board of Directors approve the Investment Report for the month of January 2019.
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, 2019. The District’s investments are in compliance
with the Statement of Investment Policy adopted by the Board at the July 26, 2018 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,
2019, was 1.979%. The yield to maturity of the portfolio was 1.982%. The District’s weighted average interest rate
was 38 basis points (0.376%) below the LAIF average monthly rate for January 2019 of 2.355%. The weighted
average number of days to maturity for the District’s total portfolio was 585 days (1.60 years). The average
duration of the underlying securities in LAIF as of January 31, 2019 was 192 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, 2019 was 36.58%. 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:
Solid Waste Fund:
Subject 10. Approve Investment Report for the Month of January 2019
Meeting Feb 28, 2019 - 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
2019.
Goals 7.0 Finance
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 operating expenses for the fiscal
year to cover the cash deficit during the period in which the District does not receive any of its annual
charges from the County of Orange.
Undesignated - Remaining available cash, which is 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 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 operating expenses for the fiscal
year to cover the cash deficit during the period in which the District does not receive any of its annual
charges from the County of Orange.
Undesignated - Remaining available cash, which is 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 the asset management model for long-
term 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, 2019. Through January
31, 2018, the portfolio has earned a weighted average interest rate of 1.824%.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019 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 2019.pdf (512 KB)
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.
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.
To: Board of Directors
From: Scott Carroll, General Manager
Date: February 28, 2019
Subject: Contracts Signed by General Manager
Summary
At the January 24, 2019 Board of Directors meeting, the Board directed the General Manager to submit a list of contracts he signed
during the previous month. Below are the contracts he signed in the month of January 2019.
Recommendation
That the Board of Directors receive and file this report
Analysis
Below are the contracts signed by the General Manager in the month of January 2019.
1. Schuler Constructors, Inc. - Removing corrosion on the Elden Force Main located inside the Mesa Drive Bridge. Cost: $4,305
2. Alpha Traffic Services, Inc. - Traffic Control Plan, encroachment & lane closure permit and monitoring lane closure for
removing corrosion on the Elden Force Main located inside the Mesa Drive Bridge. Cost: $4,172
3. Pinkerton Consulting & Investigation, Inc. - Temporary security at Board of Directors meetings. Cost: $125.00 an hour for a
minimum of four hours per meeting
Legal Review
All contracts are reviewed and approved by District Counsel before contracts are executed.
Environmental Review
Providing the Board of Directors a monthly list of contracts signed by the General Manager is an administrative matter that will not
result in direct or indirect physical changes in the environment and is not considered a "project".
Financial Review
Total cost to the District for executing the three contacts above is $9,977. There is appropriate funding in the FY 2018-19 Budget for
these expenditures.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019 Board of Directors
meeting at District Headquarters and on District website at www.cmsdca.gov
Alternative Actions
1. Direct staff to report back with more information.
Subject 11. Contracts Signed by General Manager
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action (Consent)
Recommended Action That the Board of Directors receive and file this report
Goals 5.0 Administrative Management
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.
E. GENERAL MANAGER'S REPORTS
To: Board of Directors
From: Scott Carroll, General Manager
Date: February 28, 2019
Subject: Citizens Advisory Committee (CAC) February 13, 2019 Meeting Overview
Summary
The following is an overview of the topics discussed by the CAC at their February 13 meeting
Recommendation
That the Board of Directors receive and file this report.
Analysis
There were five items on the February 13 agenda that are described below.
1. Approve the Citizens Advisory Committee Meeting Minutes of January 9, 2019 - CAC member Lester commented that she
did not see the minutes reflect a comment made by staff regarding CR&R not keeping track of where the different cart sizes are
located. Staff informed the CAC the minutes will be amended to address CAC Lester comments. The minutes were unanimously
approved.
2. Draft Board of Directors Meeting Minutes of January 24, 2019 - There was no discussion regarding this item.
3. Solid Waste Rate Study Report - This item was brought back after being discussed on January 9th because the CAC wanted
staff to look at a variable rate structure for the different cart sizes. Staff brought back a recommendation of adopting a two-year rate
of $19.95 a month and then by 2021 the Board could consider adopting a variable rate system. In 2019 and 2020, staff would pay
consultants to inventory the various cart sizes as well as performing another rate study. In addition, the District would acquire a new
software system that can accept variable rates. The estimated cost to perform two studies and acquire a software system is
$140,000. Staff also presented an alternative option to variable rates and that was a straight five-year rate increase where all cart
sizes would pay the same rate. The alternative option is a 33% increase over the next five years, where rates would increase from
$18.00 to $24.10 by 2023.
During the course of an hour there was good discussion about both options where the CAC asked many questions. The CAC is
recommending the Board adopt the alternative option (Option 2) because they believe there are too many unknowns and it will save
the District $140,000. By a vote of 4-3 with one abstention the motion passed to recommend Option 2 to the Board. Three CAC
members were absent from the meeting.
4. Wastewater Service Boundaries between Costa Mesa Sanitary District and City of Newport Beach - Staff described its
collaboration with the City of Newport Beach and OC LAFCO (Local Agency Formation Commission) to annex certain properties
located near Upper Newport Bay. Staff informed the CAC that for nearly 60 years the City of Newport Beach has been paying CMSD
a "capacity" fee for collecting and delivering wastewater to treatment facilities at Orange County Sanitation District. All parties are
recommending a new agreement between the City and CMSD and for CMSD to submit an application to LAFCO to annex most of the
properties that are flowing wastewater into CMSD's system. Annexing the properties into CMSD service area will allow CMSD to
assess wastewater fees on the properties tax roll for services rendered and the City of Newport Beach can forgo most of the
payments to CMSD. The CAC unanimously approved recommending the Board of Directors the following:
Consider adopting a resolution of intent to annex the City of Newport Beach properties that were identified in Exhibit "A" of the
staff report; and
Consider approving a new Agreement with the City of Newport Beach for wastewater capacity fees.
Subject 1. Citizens Advisory Committee (CAC) February 13, 2019 Meeting Overview
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action
Recommended Action That the Board of Directors receive and file this report
Goals 5.0 Administrative Management
5. CMSD 75th Anniversary Ad Hoc Committee Meeting - Staff informed the CAC that four short videos about CMSD programs
were created to air at Starlight Triangle Square Cinemas for the entire year of 2019. Unfortunately, there were technical difficulties
and the videos were not viewed by CAC, but staff encouraged CAC members to watch the recorded Board study session on
February 12th because the videos were demonstrated to the Board during their study session meeting. In addition, staff described
to the CAC the giveaways approved by the Committee that will be available to the public during community events.
Legal Review
Not applicable
Environmental Review
Providing an overview of the CAC's February 2019 meeting is an administrative matter, which will not result in direct or indirect
physical changes to the environment similar to grading or construction and is not considered a project under CEQA.
Financial Review
There are no financial impacts to the District.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019 Board of Directors
regular meeting at District Headquarters and on District website at www.cmsdca.gov
Alternative Actions
1. Refer the matter back to staff.
E. GENERAL MANAGER'S REPORTS
To: Board of Directors
Via: Scott Carroll, General Manager
From: Kaitlin Tran, Senior Accountant
Date: February 28, 2019
Subject: Popular Annual Financial Report (PAFR) for the Year Ended June 30, 2018
Summary
Government Finance Officers Association (GFOA) established the Popular Annual Financial Reporting Program (PAFR) to encourage
governments to take information from their Comprehensive Annual Financial Report (CAFR) and condense it into a smaller easily
understandable document that the general public can read without a background in finance. The GFOA then recognizes governments
for their achievement. The District has won this prestigious award for the last three years. The PAFR for the year ending June 30,
2018 has been completed and submitted to the GFOA. It is attached for your review.
Recommendation
That the Board of Directors receive and file the Popular Annual Financial Report for the year ended June 30, 2018
Analysis
According to GFOA's website, the GFOA established the Popular Annual Financial Reporting Awards Program (PAFR Program) in
1991 to encourage and assist state and local governments to extract information from their comprehensive annual financial report to
produce high quality popular annual financial reports specifically designed to be readily accessible and easily understandable to the
general public and other interested parties without a background in public finance and then to recognize individual governments that
are successful in achieving that goal. The PAFR is another tool to demonstrate an agency's transparency efforts because it takes a
large comprehensive finance report, the CAFR, and condenses it to several pages using graphs and charts so that the public can
easily understand the spending trend of their local government.
Surprisingly, not many municipalities and special districts in California received the PAFR award from GFOA. In 2017, only twelve
municipalities received the PAFR award (Huntington Beach is the only city in Orange County to receive the award), and only five
special districts received it (CMSD is the only special district in Orange County to receive the award). Special recognition goes to
CMSD's Finance Department (Kaitlin Tran, Lieu Tran and Marc Davis) for creating another outstanding PAFR!
Legal Review
Not applicable.
Environmental Review
The preparation of financial statements is an administrative action that is categorically exempt under the California Environmental
Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.) Section 15300.4 of CEQA allows an agency while establishing
its own procedures “to list those specific activities which fall within each of the exempt classes”, and the District has adopted “CEQA
Guidelines and Implementing Procedures” that state on page 6 “”Projects” does not include …. C. Continuing administrative or
maintenance activities.”
Financial Review
The only financial impact is the application cost of $225, which was included in the District’s budget.
Public Notice Process
Subject 2. Receive and File the Popular Annual Financial Report (PAFR) for the Year
Ended June 30, 2018
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Receive and File
Goals 7.7 Create a popular report and upload document on the District’s website
7.0 Finance
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019 Board of Directors
regular meeting at District Headquarters and on District’s website at www.cmsdca.gov.
Alternative Actions
N/A
File Attachments
CMSD PAFR 2018.pdf (5,502 KB)
E. GENERAL MANAGER'S REPORTS
To: Board of Directors
Via: Scott Carroll, General Manager
From: Kaitlin Tran, Senior Accountant
Date: February 28, 2019
Subject: Approve out-of-state travel for Kaitlin Tran to attend the 2019 Springbrook User Conference in Portland, Oregon.
Summary
The Costa Mesa Sanitary District Operation Code Section 3.02.070 Staff Expenses requires prior Board approval for staff to travel
out-of-state for conferences, meetings, seminars or related matters. Accela, the District’s Springbrook accounting software provider,
holds its annual conference in Portland, Oregon from June 13th to 14th, 2019. The adopted budget for fiscal year 2018-2019 includes
sufficient funds for Kaitlin Tran, Senior Accountant to attend the conference.
Recommendation
The Board of Directors approves out-of-state travel for Kaitlin Tran to attend the 2019 Springbrook User Conference in Portland,
Oregon.
Analysis
Accela, provider of Springbrook Software holds an annual conference to provide software updates, introduce new features and
provide education/networking opportunities for their users. Attendance at the conference will offer an excellent opportunity for staff to
discuss issues related to the upgrade and needed improvements as well as network with other local governments using the
Springbrook platform.
The adopted budgeted estimate the cost of attendance is as follows:
Registration $750
Lodging $650
Airfare $300
Meals $100
Total $1,800
Legal Review
Not applicable.
Environmental Review
Attendance at a conference is an administrative matter and is exempt from the requirements of the California Environmental Quality
Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own
procedures “to list those specific activities which fall within each of the exempt classes”, and the District has adopted “CEQA
Subject 3. Approve out-of-state travel for Kaitlin Tran to attend the 2019 Springbrook
User Conference in Portland, Oregon.
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action
Budgeted Yes
Recommended Action The Board of Directors approves out-of-state travel for Kaitlin Tran to attend the 2019
Springbrook User Conference in Portland, Oregon.
Goals 6.7 Promote high employee satisfaction
6.0 Personnel/Organizational Management
3.4 Participate in the activities of professional associations
Guidelines and Implementing Procedures” that state on page 6 “”Projects” does not include …. C. Continuing administrative or
maintenance activities.”
Financial Review
There are sufficient funds budgeted in the Finance Staff Development accounts of $1,800 for the 2018-19 fiscal year.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019, Board of Directors
regular meeting at District Headquarters and on District website www.cmsdca.gov
Alternative Actions
Refer the matter back to staff.
E. GENERAL MANAGER'S REPORTS
To: Board of Directors
From: Noelani Middenway, District Clerk
Date: February 28, 2019
Subject: Request to Approve Director Scheafer's out-of-state Travel and Attendance of the Waste Expo Conference in Las
Vegas, Nevada
Summary
Director Scheafer has expressed interest in attending the Waste Expo Conference to be held in Las Vegas, NV on
May 6-9, 2019 and is requesting the Board's approval for out-of-state travel.
Analysis
District Operations Code Section 3.01.090 Conferences, Travel and Expenses states that no Board member shall
incur expenses to attend educational seminars, conferences, programs, government hearings and functions, outside
the state, without prior Board approval.
The Waste Expo Conference will be held at the Las Vegas Convention Center in Las Vegas, Nevada, and will require
Board approval for Director Scheafer to attend. The anticipated expenses associated with Director
Scheafer's conference attendance is as follows:
Registration $1095
Lodging $700
Mileage or Airfare $300
Meals $300
Total $2395
A copy of the full conference program is attached for review and consideration.
Recommendation
That the Board of Directors approve Director Scheafer's out-of-state travel and attendance of the Waste Expo
Conference in Las Vegas, Nevada.
Legal Review
Not required.
Environmental Review
Subject 4. Approve Director Scheafer's out-of-state Travel and Attendance of the Waste
Expo Conference in Las Vegas, Nevada.
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action
Fiscal Impact Yes
Dollar Amount $2,395.00
Budgeted Yes
Recommended Action That the Board of Directors approve Director Scheafer's out-of-state travel and attendance
of the Waste Expo Conference in Las Vegas, Nevada.
Conference attendance is an administrative matter and is exempt from the requirements of the California
Environmental Quality Act (CEQA) (Public Resources Code Section 21000 et. seq.). Section 15300.4 of CEQA allows
an agency while establishing its own procedures “to list those specific activities which fall within each of the exempt
classes”, and the District has adopted “CEQA Guidelines and Implementing Procedures” that state on page 6
“Projects” does not include …. C. Continuing administrative or maintenance activities.”
Financial Review
Sufficient budgeted funds for the Board of Directors Professional Development is available for the 2018-19 fiscal
year.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019, Board
of Directors regular meeting at District Headquarters and on District website www.cmsdca.gov
Alternative Actions
1. Refer the matter back to staff.
2. Deny Director Scheafer's out-of-state conference attendance.
File Attachments
waste_expo_program.pdf (959 KB)
Admin Content
E. GENERAL MANAGER'S REPORTS
To: Board of Directors
From: Scott Carroll, General Manager
Date: February 28, 2019
Subject: Consider Approving General Manager's 2019 Performance Goals
Summary
Every year the Board of Directors approves performance goals for the General Manager. Attached are the proposed goals for 2019.
Recommendation
That the Board of Directors considers approving the General Manager's 2019 Performance Goals
Analysis
Attached for the Board of Directors consideration are ten performance goals for the General Manager. On February 4, 2019,
President Ferryman and the General Manager had their meeting and tonight President Ferryman will give an oral report regarding the
proposed goals along with modifications, if any.
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 28, 2019 Board of Directors
regular meeting at CMSD headquarters 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
2019 Goals.docx (14 KB)
Subject 5. Consider Approving General Manager's 2019 Performance Goals
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action
Recommended Action That the Board of Directors considers approving the General Manager's 2018 Performance
Goals
Goals 5.0 Administrative Management
6.0 Personnel/Organizational Management
6.7 Promote high employee satisfaction
F. ENGINEER'S REPORTS
To: Board of Directors
From: Rob Hamers, District Engineer
Date: February 28, 2019
Subject: Capital Improvement Projects Status Report
Summary
Attached is a summary of the Capital Improvement Project activities during the month.
Recommendation
That the Board of Directors receive and file the report.
Analysis
Attached are nine capital improvement projects that are in progress or will soon begin.
Legal Review
Not Applicable.
Environmental Review
Subject activity is exempt from the requirements of the California Environmental Quality Act (CEQA) (Public Resources Code Section
21000 et. seq.). Section 15300.4 of CEQA allows an agency while establishing its own procedures “to list those specific activities
which fall within each of the exempt classes”, and the District has adopted “CEQA Guidelines and Implementing Procedures” that
state on page 6 “”Projects” does not include …. C. Continuing administrative or maintenance activities.”
Financial Review
Sufficient funds are available in the adopted budget.
Public Notice Process
Copies of this report are on file and will be included with the complete agenda packet for the February 28, 2019 Board of Directors
Regular meeting at District Headquarters and posted on the District’s website www.cmsdca.gov
Alternative Actions
Refer item back to staff with further instructions.
File Attachments
CIP Monthly Status Report - February 2019.pdf (91 KB)
Subject 1. Receive and File the Monthly Capital Improvements Project Status Report
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Receive and File
F. ENGINEER'S REPORTS
To: Board of Directors
From: Rob Hamers, District Engineer
Date: February 28, 2019
Subject: Canyon Pump Station Generator Easement Agreement
Summary
The District's 5-year temporary easement agreement with the property owners at 2247 State Avenue and 2250 Canyon Drive for
placement of the District's emergency back-up generator expired in September 2018. Because the west side pumping station
abandonment program was canceled, District staff re-negotiated the terms of the agreement and both parties agreed to a 10-year
temporary extension. The terms of the extension with the property owners of 2247 State Avenue are: a 10-year temporary extension
with total compensation of $10,000. The terms of the extension with the property owners of 2250 Canyon Drive are: a 10-year
temporary extension with a reduction in size of the easement as shown in Exhibit C and total compensation of $1,500.
Recommendation
The Board of Directors approve, execute, and record the attached easement agreement and direct staff to pay the compensation due
each party.
Analysis
The District has committed to providing emergency backup power for all the sewer pumping stations but the Canyon Pump Station is
located in the street and there is no room on public property for a diesel generator. Therefore, the District negotiated easements with
the two neighboring property owners and successfully entered into easement agreements and installed the generator.
Originally, the Canyon Pump Station was scheduled for abandonment as part of the west side pump station abandonment program,
which would have alleviated the need for emergency power when the abandonment facilities were installed. The schedule was for
the Costa Mesa Sanitary District (CMSD) and Orange County Sanitation District (OCSD)abandonment sewer systems to be in place
in the 2018-2019 timeframe. However, the projected cost for the OCSD portion rose from less than $15 million to approximately $30
million and OCSD canceled the joint endeavor. Therefore, the Sanitary District pursued extending the easement agreement.
Legal Review
The attorney for the District prepared and signed the new easement agreement.
Environmental Review
The installation of a generator for backup power at the Canyon Pump Station is a minor alteration and 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 publicly-owned utilities used to provide electric power, natural gas, sewerage, or other public utility services”.
Financial Review
Adequate funds for the easement are available in Project 319/320, Canyon Force Main Replacement and Pump Station
Rehabilitation.
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for the February 28, 2019 Board of Directors
regular meeting at District Headquarters and on District’s website.
Alternative Actions
Subject 2. Approve Easement Agreement for Canyon Pump Station Generator
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Action
Recommended Action That the Board of Directors approve the easement agreement for the Canyon Pump
Station Generator
Refer the matter back to staff for more information.
Attachments
Easement Agreement with Exhibits A, B, and C
Picture of Generator
File Attachments
20181121 Grant of Easement to CMSD for Standby Diesel Generator.pdf (94 KB)
Exhibit A & B.pdf (40 KB)
196B Canyon esmnts EXHIBIT C.pdf (44 KB)
IMG_3363.JPG (653 KB)
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.
Subject 1. Orange County Sanitation District (OCSD) - (President Ferryman)
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Information
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.
Subject 2. Santa Ana River Flood Protection Agency (SARFPA) - (Director Perry)
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Information
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.
Subject 3. Independent Special Districts of Orange County (ISDOC) - (Secretary Schafer)
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Information
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.
Subject 4. California Special Districts Association (CSDA) - (Secretary Schafer)
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Information
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.
Subject 5. Special District Risk Management Authority (SDRMA) - (Director Scheafer)
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Information
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.
Subject 6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55,
Operations Code Section 3.01.030
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Information
L. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Subject 1. Oral Communications and Director Comments
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Discussion
M. ADJOURN TO CLOSED SESSION
Subject 1. Conference with Legal Counsel- Existing Litigation (Gov. Code §54956.9) Costa
Mesa Sanitary District v. Santa Ana Regional Water Quality Control Board-
G055278
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type
M. ADJOURN TO CLOSED SESSION
Subject 2. Closed Session to Discuss Public Employee Performance Evaluation (Gov. Code
§54957(b).) Title: General Manager
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type
M. ADJOURN TO CLOSED SESSION
Subject 3. Closed Session to Discuss Labor Negotiations (Gov. Code §54957.6(a).)
Agency representative: President Ferryman Unrepresented Employee: General
Manager
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type
M. ADJOURN TO CLOSED SESSION
Subject 4. Closed Session to Discuss Labor Negotiations(Gov. Code §54957.6(a).) Agency
representative: General Manager Unrepresented employees: All employees of the
District excluding the General Manager
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type
N. RECONVENE TO OPEN SESSION
Subject 1. Reconvene to Open Session and Report Out
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type
O. CLOSING ITEMS
THE NEXT REGULAR MEETING OF COSTA MESA SANITARY DISTRICT BOARD OF DIRECTORS WILL BE HELD ON
MARCH 28, 2019, IN THE DISTRICT'S BOARD ROOM, 290 PAULARINO AVENUE, COSTA MESA.
Subject 1. Adjourn
Meeting Feb 28, 2019 - Board of Directors Regular Meeting
Access Public
Type Procedural