Minutes - Board - 2020-08-24COSTA MESA SANITARY DISTRICT
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
AUGUST 24, 2020
Note: This meeting was conducted utilizing teleconferencing pursuant to Government code Section
54952.2 and the Governor's Executive Orders in effect waiving some of the requirements of that Section.
Members present
Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Members absent
None
Staff present
Scott Carroll (General Manager), Noelani Middenway (District Clerk & Public Information
Officer), Alan Burns (District Counsel), Marc Davis (District
Treasurer), Michael Benesh (Interim District Engineer), Kaitlin Tran (Finance Manager),
Dyana Bojarski (Administrative Services Manager), Gina Terraneo (Management Analyst
II)
Others present
Chris Newton (California Water Environment Association Santa Ana Rivers Basin Section
President)
Judith Gielow (Citizens Advisory Committee Member and District resident)
Jim Mosher (District resident)
Meeting called to order at 4:30 P.M.
A. OPENING ITEMS
Procedural: 1. Call to Order — President Ferryman
President Ferryman called the meeting to order at 4:30 P.M.
Procedural: 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.)
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District Clerk and Public Information Officer, Noelani Middenway, conducted roll
call and noted that President Ferryman, Vice President Ooten, Secretary Schafer,
Director Scheafer, and Director Perry were present at this time.
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.
General Manager, Scott Carroll, stated that the District received late
communications from District resident, Jim Mosher. He added that the written
communications have been provided to the Board. He shared that District staff will
address Mr. Mosher's comments during the meeting.
Director Scheafer inquired about how the District archives public comments.
Ms. Middenway stated that all public comments are archived and included with
each agenda packet.
There was no further discussion.
B. Ceremonial Matters and Presentations
Presentation: 1. Award Recognition from the Santa Ana Rivers Basin Section
(SARBS) of the California Water Environment Association (CWEA) for Community
Engagement and Outreach Program of the Year — Citizens Environmental
Protection Academy. Presented by Chris Newton, SARBS President, South Coast
Water District.
Mr. Carroll introduced CWEA SARBS President, Chris Newton, to present the
award.
Mr. Newton presented the District with the second place award for Community
Engagement and Outreach Program of the Year for the Citizens Environmental
Protection Academy (CEPA). He noted that, typically, SARBS presents awards at
their annual banquet, but they are unable to do so this year due to the COVID-19
pandemic. He congratulated the District on their award.
Secretary Schafer suggested announcing the award in the District Newsletter. She
recommended sharing the news with the Daily Pilot newspaper.
Mr. Carroll stated that the District has posted the award on its social media
platforms. He noted that he will strategize other avenues to announce the award
to the public.
Vice President Ooten shared that he was a past President of SARBS and CWEA.
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President Ferryman and Director Scheafer congratulated the District on their
success.
Mr. Carroll thanked Mr. Newton for the award and offered his appreciation to the
District's Wastewater Maintenance Superintendent, Steve Cano, for his
participation in SARBS.
There was no further discussion and the presentation was received.
A. OPENING ITEMS
Procedural: 2. Pledge of Allegiance — President Ferryman
President Ferryman led the Pledge of Allegiance.
Procedural: 3. Invocation — Vice President Ooten
Vice President Ooten led the Invocation.
B. Ceremonial Matters and Presentations
Presentation: 2. Award for Outstanding Achievement in Popular Annual Finance
Reporting from the Government Finance Officers Association for its Annual
Financial Report for Fiscal Year Ended June 30, 2019.
Mr. Carroll stated that the District earned the Certificate of Excellence from the
Government Finance Officers Association (GFOA) for Outstanding Achievement
in Popular Annual Financial Reporting (PAFR). He noted that the PAFR is a
condensed version of the Comprehensive Annual Financial Report (CAFR). He
shared that this is the fourth time the District has received this award. He thanked
the District's Finance Department for their hard work. He added that the PAFR
promotes transparency and informs the public about how much money a
government agency spends each year. He noted that very few special districts
prepare a PAFR.
There was no further discussion and the presentation was received.
C. Public Comments
Procedural: 1. Public Comments
President Ferryman opened public comments.
Ms. Middenway stated that Mr. Mosher would like to make a public comment.
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Mr. Mosher discussed his written comments regarding a public outreach issue
concerning low levels of citizen involvement with District elections, particularly due
to the lack of election information on the District's website. He added that the
District divisions are not clearly presented on the District website and that users
are not able to determine which divisions are currently up for election this fall. He
stated that the website does not provide the names of the candidates of each
division election. He noted that the webpage directs users to the Orange County
Registrar's website for election information. He stated that publishing more details
regarding District elections will increase the District's level of transparency.
Mr. Carroll addressed Mr. Mosher's comments. He stated that the District is in the
process of updating their website to include more election information.
Director Scheafer stated that the District needs to be cautious about disseminating
election information and ensure that the District is not giving preferential treatment
to any candidates. He recommended only including the name of each candidate
within each District division.
Mr. Carroll noted that all candidates will be treated equally.
There was no further discussion.
D. CONSENT CALENDAR
Action (Consent): 1. Approve Consent Calendar
Recommendation: That the Board of Directors approve the Consent Calendar as
presented.
Action (Consent), Minutes: 2. Approve the Board of Directors Study Session Minutes
of July 14, 2020
Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent), Minutes: 3. Approve the Board of Directors Regular Meeting
Minutes of July 27, 2020
Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent): 4. Adopt the Directors' Compensation and Reimbursement of
Expenses
Recommendation: That the Board of Directors approve the compensation and
reimbursement of expenses as presented.
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Action (Consent): 5. Adopt Warrant Resolution No. CMSD 2021-02 Approving District
Warrant Registers
Recommendation: That the Board of Directors adopt Warrant Resolution No. CMSD
2021-02 approving District warrants for the Month of July in the amount of $1,409,430.02.
Action (Consent): 6. Approve Payroll Transparency Disclosure for July 2020
Recommendation: That the Board of Directors approve and file this report.
Action (Consent), Minutes: 7. Accept the occupancy count as presented as 22,982
and direct staff to prepare a warrant to CR&R Environmental Services for
$238,173.96 for July 2020 collection
Recommendation: That the Board of Directors accepts the occupancy count as presented
using 22,982 as the correct number of active units and direct staff to prepare a warrant to
CR&R Environmental Services for July 2020 collection based on this occupancy report
so long as the contractor fulfills the obligations of the agreement in the amount of
$238,173.96 to be ratified in the August 2020 warrant list.
Action (Consent): 8. Approve the preparation of a warrant to CR Transfer in the
amount of $256,062.96 for July 2020 recycling and disposal services in the August
2020 warrant register.
Recommendation: That the Board of Directors approves the preparation of a warrant to
CR Transfer in the amount of $256,062.96 for July 2020 recycling and disposal services
to be ratified in the August 2020 warrant register.
Action (Consent): 9. Receive and File Contracts Signed by the General Manager
Recommendation: That the Board of Directors receive and file this report.
Action (Consent): 10. Approve the Investment Report for the Month of June 2020
Recommendation: That the Board of Directors Approve the Investment Report for the
month of June 2020.
Action (Consent): 11. Approve the Investment Report for the Month of July 2020
Recommendation: That the Board of Directors approve the Investment Report for the
month of July 2020.
Motion: To approve the Consent Calendar as presented.
Motion by Arlene Schafer, second by Art Perry.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There was no further discussion.
E. PUBLIC HEARINGS
None at this time.
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F. GENERAL MANAGER'S REPORTS
Action: 1. Adopt Resolution No. 2020-932 Endorsing the Candidacy of Arlene
Schafer to the position of 1 st Vice President of the Independent Special Districts of
Orange County (ISDOC) Executive Committee
Recommendation: That the Board of Directors adopt Resolution No. 2020-932 endorsing
the candidacy of Arlene Schafer to the position of 1 St Vice President of the Independent
Special Districts of Orange County (ISDOC) Executive Committee.
Motion: To adopt Resolution No. 2020-932 endorsing the candidacy of Arlene
Schafer to the position of 1 st Vice President of the Independent Special Districts of
Orange County (ISDOC) Executive Committee.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There was no discussion.
Action: 2. Consider Adopting Ordinance No. 131 Adopting Revisions to the
Operations Code, Resolution No. 2020-933 Approving the Employee Handbook,
Resolution No. 2020-934 Approving Administrative Policies, and Resolution No.
2020-935 Adopting Board of Directors Procedures Handbook
Recommendation: That the Board of Directors take the following action:
1. Adopt Ordinance No. 131 — Revised Operations Code in its entirety.
2. Adopt Resolution No. 2020-933 — Revised Employee Handbook in its entirety.
3. Adopt Resolution No. 2020-934 — Revised Administrative Policies in its entirety.
4. Adopt Resolution No. 2020-935 — Board of Directors Procedures Handbook in its
entirety.
Mr. Carroll discussed the Board of Directors Procedures Handbook. He noted that
page four of the handbook details how to place an item on the agenda. He added
that this policy is consistent with the District's Operations Code. He discussed the
process for a member of the public to request to place an item on the agenda. He
stated that the District requires 14 working days in advance notice, which equates
to about three weeks before a meeting. He inquired if the Board would like to
change the number of days required for advance notice.
Director Perry suggested changing the policy to nine working days.
District Counsel, Alan Burns, requested to discuss each item as it is presented on
the agenda. He introduced Ordinance No. 131.
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Mr. Mosher commented that the District needs to clarify the purpose of the
Operations Code. He noted that the Code states that it does not repeal any
ordinances. He inquired about the amount of time an ordinance remains in effect.
Mr. Burns discussed Mr. Mosher's comment regarding the General Manager's
authority to issue administrative policies. He stated that, for the General Manager
to issue an administrative policy, the policy must be minor in significance and
cannot involve compensation. He discussed Mr. Mosher's comments regarding the
Operations Code. He stated that the District's Operations Code is a compilation
and codification of District ordinances. He noted that the Board is adopting the
current Operations Code to supersede the previous version. He confirmed that the
Operations Code states that it does not repeal any ordinances and noted that the
District has ordinances that are not codified.
Secretary Schafer inquired about how frequently the District is required to review
its Operations Code.
Mr. Carroll stated that there is no law requiring the District to review and update its
Operations Code. He added that the District reviews the Operations Code every
two years in order to maintain its status as a District of Distinction with the Special
Districts Leadership Foundation.
Secretary Schafer suggested including the timeframe of review in the Operations
Code.
Mr. Carroll noted that District staff can include language addressing the review
process in the Operations Code.
Mr. Mosher stated that he requests for the Board to adopt the revised Operations
Code with its revisions highlighted. He added that professional codifiers indicate
revisions, so the public is aware of the origin of each section, the approved
changes made to each section, and the notations associated.
Mr. Burns inquired about whether the District Clerk currently performs that function.
Ms. Middenway confirmed that the District adopts a version that highlights the
approved revisions.
Motion: To adopt Ordinance No. 131 adopting revisions to the Operations Code.
Motion by Art Perry, second by Mike Scheafer.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To adopt Resolution No. 2020-933 approving the Employee Handbook.
Motion by Art Perry, second by Bob Ooten.
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Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
Motion: To adopt Resolution No. 2020-934 approving Administrative Policies.
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
Mr. Carroll introduced the Board of Directors Procedures Handbook.
Mr. Burns reviewed Mr. Mosher's comment regarding the classification of Study
Session meetings as regular meetings or special meetings. He stated that, in the
past, Study Session meetings were considered special meetings and scheduled
as needed. He noted that, currently, the Study Sessions are scheduled on a
regular date and time of each month. He added that regular meetings require the
agenda to be posted 72 hours in advance, while special meetings require a 24
hours advance notice.
Secretary Schafer commented that special meetings allow Board members to hold
a vote for certain matters, while Study Session meetings are for discussion.
Vice President Ooten stated that he considers Study Session meetings to be
regular meetings. He noted that the Board typically does not act on Study Session
agenda items, but they can do so in the case of emergencies.
President Ferryman added that the Board has occasionally acted on Study
Session agenda items, but not on a regular basis. He inquired about the main
difference between special and regular meetings.
Mr. Burns confirmed that the notice period for posting the agenda is the main
difference.
Vice President Ooten stated that if Study Session meetings are considered special
meetings, then the District will be required to post the agenda 24 hours prior to the
meeting date and time. He noted that District staff typically posts a meeting agenda
on the Friday before a Study Session meeting.
Director Perry asked Ms. Middenway if the District has been posting the agenda
for Study Session meetings 72 hours prior to the meeting date.
Ms. Middenway confirmed that Study Session agendas are posted as a regular
meeting with 72 hours advance notice.
Mr. Burns noted that, by considering Study Session meetings to be regular
meetings, the Board may schedule a special meeting on the same day as a Study
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Session meeting. He added that the Board may act on Study Session agenda
items, unless the items pertain to an executive's compensation.
The Board confirmed that they consider Study Session meetings to be regular
meetings.
Mr. Carroll noted that District staff will update the Board of Directors Procedures
Handbook.
Director Scheafer inquired about how Citizen Advisory Committee (CAC) meetings
are identified.
Mr. Carroll stated that the CAC Handbook identifies that CAC meetings comply
with the Brown Act and are posted 72 hours prior to the meeting date.
Director Scheafer requested that the CAC Handbook clarifies how many Board
members may attend a CAC meeting.
Mr. Carroll noted that he will update the CAC Handbook accordingly.
Director Perry stated that only two Board members may attend a CAC meeting.
Mr. Mosher stated that he supports the Board of Directors Procedures Handbook
policy that allows members of the public to pull items off of the consent calendar,
but he does not support the policy that reduces the time for public comments from
four minutes to three minutes. He suggested that, if the adoption of the Handbook
is not urgent, then he proposes allowing the CAC to review it and submit
comments.
Mr. Burns responded to Mr. Mosher's comments. He stated that he is not aware of
the purpose behind reducing the time for public comments from four to three
minutes. He commented that four minutes is an appropriate amount of time. He
recommended leaving the policy that addresses adding items to a meeting agenda
as is. He discussed Mr. Mosher's comment concerning conflict of interest and
recusal. He reviewed Mr. Mosher's comment regarding the subject matter that is
disclosed during closed session. He noted that the District is required to provide
the public with certain information pertaining to what is being discussed during
closed session. He addressed Mr. Mosher's comment regarding disciplinary action
against a board member during closed session, which he noted is not allowed and
is to be done in open session. He added that only public employees can be
disciplined during closed session under certain limited circumstances.
Mr. Carroll requested clarification about allowing members of the public to place
items on a meeting agenda. He stated that currently, members of the public are
required to submit their agenda item 14 working days in advance.
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Director Perry inquired if the District has ever had a member of the public request
to place an item on a meeting agenda.
Mr. Carroll stated that he does not recall ever receiving that type of request.
Director Perry suggested revising the timeframe of 14 working days to 9 working
days.
Vice President Ooten recommended adjusting the timeframe to be in accordance
with the agenda review meetings, which take place on the first Monday of each
month.
Director Perry expressed support for Vice President Ooten's recommendation.
Mr. Carroll suggested revising the policy to require members of the public to submit
agenda items nine days prior to the first Monday of each month.
Director Perry noted that this revision is consistent with the policy set for Board
members placing an item on an agenda.
Vice President Ooten added that the Board President, District management,
District Counsel, and the District Treasurer are present at the agenda review
meetings.
Mr. Carroll inquired about whether the Board would prefer to have the CAC review
the Board of Directors Procedures Handbook before approval.
Director Perry recommended for the Board to approve of the Handbook tonight.
Director Scheafer stated that CAC members were present at the Policy Review Ad
Hoc Committee meetings to provide input and review District policies. Also, he
noted that the Board recommended changing the allotted time for public comments
from four minutes to three minutes to be consistent with other local municipalities.
Mr. Carroll stated that because the District does not receive a large amount of
public comments at District meetings, it is not an issue to have four minutes remain
as the allotted amount of time.
Director Scheafer stated that the public can request additional time while
addressing the Board during public comments.
Secretary Schafer expressed support for Director Scheafer Is statement.
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Motion: To adopt Resolution No. 2020-935 — Board of Directors Procedures
Handbook in its entirety with the recommended revisions.
Motion by Mike Scheafer, second by Art Perry.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There was no further discussion.
G. TREASURER'S REPORTS
None at this time.
H. ATTORNEY'S REPORTS
Discussion: 1. Approve Easement Agreement with PT Fairway Villas, LLC for
relocation of a sewer easement near the intersection of Santa Ana Avenue and
Orchard Drive in the City of Newport Beach
Recommendation: That the Board of Directors approve the Easement Agreement.
Mr. Burns introduced report details. He stated that, during the construction
process, PT Fairway Villas relocated a sewer line from one location to another
within their property. He added that the relocation was approved by the District
Engineer who, at the time, was Rob Harriers. He discussed Mr. Mosher's
comments regarding the consideration of the agreement. He noted that the
consideration involves the new easement and the relinquishment of the old
easement. He stated that the law requires a consideration for the transfer of a
contract or piece of land.
Motion: To approve the Easement Agreement with PT Fairway Villas, LLC for
relocation of a sewer easement near the intersection of Santa Ana Avenue and
Orchard Drive in the City of Newport Beach.
Motion by Bob Ooten, second by Art Perry.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Jim Ferryman, Mike Scheafer
There was no further discussion.
F. ENGINEER'S REPORTS
Action, Receive and File: 1. Receive and File the Monthly Capital Improvements
Project Status Report
Recommendation: That the Board of Directors receive and file the report.
Interim District Engineer, Michael Benesh, introduced the Capital Improvements
Project Status report. He stated that the request for proposals for smoke testing at
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the Orange County Fairgrounds property was issued last month and will be opened
on Wednesday, August 26, 2020. He added that the notice for bids for the
President Pump Station reconstruction was issued two weeks ago and will be
opened in September.
There was no further discussion and the report was received.
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 and Vice President
Ooten)
President Ferryman provided meeting details. He stated that the Borders
Committee meeting reviewed plans for the San Diego Association of Governments
(SANDAG) transportation issues, a new operating system and sprint planning.
2. Santa Ana River Flood Protection Agency (SARFPA) - (Director Perry)
Director Perry stated that there was no SARFPA meeting this month. He noted
that he provided a written review of other local meetings with his District
compensation report.
3. Independent Special Districts of Orange County (ISDOC) - (Secretary Schafer)
Secretary Schafer stated that ISDOC is deciding on holding a slate election or an
alternative form.
Director Perry discussed legislative bills including Senate Bill 1386 and House of
Representatives bill 7073 and requested that staff research and offer support. He
discussed ISDOC's financial report, which had a significant balance of $12,964.
Secretary Schafer noted that the balance might be applied to a lunch for ISDOC
members or membership dues.
Director Perry and Secretary Schafer stated that it should be applied to reduced
membership fees.
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L. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Discussion: 1. Oral Communications and Director Comments
Vice President Ooten commented on District Zoom meetings. He stated that
responses from individuals are delayed and create an echo through the speakers.
He suggested that only one Board member states the Pledge of Allegiance on
behalf of the entire Board.
There was no further discussion.
M. ADJOURN TO CLOSED SESSION
President Ferryman adjourned the meeting to closed session at 5:39 p.m.
Discussion: 1. Confer with Legal Counsel - Anticipated Litigation - Significant
exposure to litigation pursuant to paragraph (2) of subdivision (d) of Government
Code Section 54956.9 (1 Case) The facts and circumstances that justify the closed
session are set forth in the Notice of Violation and Intent to Sue Under the Federal
Water Pollution Control Act (Clean Water Act) dated May 6, 2020 sent by Attorney
Jack Silver on behalf of California River Watch, which is available for public
inspection. (See Gov C §54956.9(e)(3).)
N. RECONVENE TO OPEN SESSION AND REPORT OF ACTION TAKEN
1. Announce any reportable action taken in closed session.
President Ferryman reconvened to open session at 5:58 p.m. and reported that no
action was taken during closed session.
O. CLOSING ITEMS
Procedural: 1. Adjourn
President Ferryman adjourned the meeting at 5:59 P.M.
Arlene Schafer
Secretary
Jams erryman
Presi nt