Minutes - Board - 2021-04-13COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS STUDY SESSION
APRIL 13, 2021
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, Bob Ooten, Brett Eckles, Mike Scheafer
Members absent
Art Perry
Staff present
Scott Carroll (General Manager), Noelani Middenway (District Clerk and Public
Information Officer), Kaitlin Tran (Finance Manager), Dyana Bojarski
(Administrative Services Manager), Marc Davis (District Treasurer), Mark Esquer
(District Engineer), Gina Terraneo (Management Analyst II), Lieu Tran
(Accountant), Edward Roberts (Code Enforcement Officer), Tanisha Tingling
(Administrative Assistant), Angela Colunga (Office Specialist)
Others present
Cindy Brenneman, Citizens Advisory Committee Member
Mike Carey, CR&R Senior Sustainability Coordinator
Judith Gielow, Citizens Advisory Committee Member
Jim Mosher, District resident
Sue Lester, Citizens Advisory Committee Member
Meeting called to order at 9:30 A.M.
A. OPENING ITEMS
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Procedural: 1. 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.)
President Ooten called the meeting to order at 9:30 A.M.
District Clerk and Public Information Officer, Noelani Middenway, noted
that President Ooten, Vice President Scheafer, Secretary Schafer, and
Director Eckles were present at this time while Director Perry was not
present.
B. PUBLIC COMMENTS
Procedural: 1. Public Comments
President Ooten opened public comments.
Ms. Middenway stated that the District did not receive any written public
comments. She noted that District resident, Jim Mosher, intends to make a
public comment.
Mr. Mosher stated that the City of Newport Beach's trash services are
provided by the same trash hauler as the District's - CR&R Environmental
Services. He shared that there is conflicting information regarding the
amount trash carts required for the customers of the two agencies. He noted
that the District openly discusses its solid waste collection information;
however, the City of Newport Beach typically only shares information after
a decision has been made. He added that the City does not invite the public
into their discussions. He stated that, while CR&R has advised the City that
residents will need three types of trash carts to achieve a SO% waste
diversion rate, they have also advised the District that they can achieve over
60% waste diversion with only two types of trash carts. He discussed the
economics of recycling. He noted that CR&R makes money by selling
recyclables. He reported that CR&R's Senior Sustainability Coordinator, Mike
Carey, will be discussing the City's solid waste contract with the Newport
Beach Chamber of Commerce at a virtual meeting this Thursday, April 15,
2021 at 8:00 a.m.
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Secretary Schafer shared that she has registered to attend the meeting that
Mr. Mosher mentioned.
Hearing no other public comments, President Ooten closed public
comments.
C. ITEMS OF STUDY
Action, Receive and File: 1. Receive and File March 2021 Code Enforcement
Officer Report
Recommendation: That the Board of Directors receives and files this report.
Code Enforcement Officer, Edward Roberts, presented the March 2021 Code
Enforcement Officer report. He stated that four proactive scavenging
investigations were conducted in March 2021 and reviewed their locations.
Director Eckles discussed the scavenging case on the 2300 block of Elden
Street. He inquired about the best way to report scavenging.
Mr. Roberts stated that customers should report scavenging incidents
through the District's GoCMSD app. He shared that he usually sends the
reporting individual his cell phone number and work schedule to ensure
that they receive a quick response. He discussed warning notices that were
issued in March 2021.
Secretary Schafer asked if he follows up with each warning notice.
Mr. Roberts stated that initial contact consists of a verbal warning and
notice. He added that he will issue an additional warning if the problem
persists. He discussed a residence on Bermuda Drive with a portable
restroom onsite. He shared that he contacted the City of Costa Mesa's Code
Enforcement department about the property, which currently has an active
permit for residential construction. He noted that the portable restroom
would be considered a violation if the permit expires.
Vice President Scheafer shared background information on the property and
expressed appreciation for Mr. Roberts' efforts.
There was no further discussion, and the report was received.
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Action: 2. Discuss Re joining the California Association of Sanitation Agencies
Recommendation: That the Board of Directors provides direction to staff.
President Ooten stated that the District used to be a member of the California
Association of Sanitation Agencies (CASA) but discontinued its membership
due to costs.
Office Specialist, Angela Colunga, discussed the purpose of CASA and
highlighted some of its current members. She shared that CASA hosts annual
conferences, issues newsletters, provides legislative advocacy, and
educational opportunities for its members. She reviewed the cost of
membership and noted that CASA anticipates an increase in dues for Fiscal
Year 2022-2023. She discussed the costs of CASA conferences for members
and nonmembers. She stated that the District has not been a member since
Fiscal Year 2011-2012.
Secretary Schafer stated that everything offered by CASA is also offered by
the California Special Districts Association (CSDA) of which the District is
currently a member. She added that, when the District was a member of
CASA, there was little benefit for the District since CASA only focused on
water issues. She noted that CASA now addresses wastewater issues, but so
does CSDA. She stated that she does not support re -joining CASA and
recommended allocating the budgeted money towards other necessities.
Director Eckles expressed support for Secretary Schafer's recommendation.
He stated that the main benefit provided by CASA is legislative advocacy, but
noted that their advocacy will continue regardless of the District being a
member. He added that there is no benefit to the District's ratepayers for
joining CASA. He commented that the District is a member of a lot of
organizations that are duplicates and may be unnecessary.
Vice President Scheafer stated that he was hoping for more benefits as a
CASA member. He expressed support for Secretary Schafer and Director
Eckles' comments. He noted that there are no tangible benefits in joining
CASA. He stated that CSDA provides a lot of advocacy, but they represent a
myriad of special districts. He added that he was interested in wastewater
benefits associated with CASA. He shared that he has attended CASA
conferences in the past, which he found to be very technical. He stated that
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the District has received a few wastewater fines over the years and was
wondering if CASA could help the District with such matters. He noted that
President Ooten and District Engineer, Mark Esquer, provide the District
with technical expertise for wastewater issues. He expressed appreciation
for the staff report.
President Ooten expressed agreement with the other Directors' comments.
He stated, after the District discontinued their previous CASA membership,
CASA offered him a position on their board. He shared that the Orange
County Sanitation District attends CASA meetings regularly. He noted that
he will stay informed on CASA matters through his position on OCSD's Board.
He stated that CASA is more focused on wastewater issues than CSDA, but he
agrees that CASA membership dues are cost prohibitive. He added that he
does not support joining both organizations. He noted that the cost of a CASA
membership is likely to increase and pointed out that conference costs may
add up if multiple Board members attend. He stated that the Board has no
interest in joining CASA. He expressed appreciation for Ms. Colunga's report
and presentation.
There was no further discussion, and the report was received.
Action, Receive and File: 3. Preliminary Biennial Budget Review for Fiscal Year
2021-22 and Fiscal Year 2022-23
Recommendation: That the Board of Directors provides feedback to staff regarding
the proposed preliminary Biennial Budget for Fiscal Year 2021-22 and 2022-23.
General Manager, Scott Carroll, introduced the item and acknowledged
Finance Manager, Kaitlin Tran, for her hard work in preparing the
preliminary budget. He stated that the final budget will be presented to the
Board in June 2021 for adoption. He noted that District Treasurer, Marc
Davis, is also available to answer any questions.
Ms. Tran thanked Mr. Carroll, Mr. Davis, and the Finance staff for their
support with the preparing the budget. She asked the Board to let her know
if they need to take a break during her presentation.
Discussion followed regarding how to view the staff report attachments and
presentation.
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Mr. Carroll noted that the PowerPoint presentation will be added to
BoardDocs after the meeting.
President Ooten inquired if the preliminary budget review will be presented
to the Citizens Advisory Committee (CAC).
Mr. Carroll confirmed that this item is on the upcoming CAC meeting agenda.
Ms. Tran shared an overview of the budget structure and presentation
overview. She discussed the General Fund's revenue, which was created to
account for unrestricted financial resources. She stated that the unrestricted
resources mainly consist of general property taxes. She noted that District
staff is assuming a 2% property tax revenue per year. She added that the
proposed preliminary property tax revenue is $333,000 in Fiscal Year 2021-
2022 and $340,000 in Fiscal Year 2022-2023. She recommended recording the
property tax revenue in the Solid Waste Fund for rate stabilization, which
the District has done in previous years. She discussed the District's Solid
Waste revenue accounts including Annual Charge, Charges for Services,
Additional Container Charge, Investment Earnings, Contributions from
CR&R, and the Other Non -Operating revenue from the Regional Waste
Disposal Agreement with OC Waste & Recycling. She provided estimates of
each account for Fiscal Years 2021-2022 and 2022-2023. She reviewed the
District's Solid Waste expense accounts including Salaries and Benefits,
Professional Services, Operations and Maintenance, and Special Programs.
She provided estimates of each account for Fiscal Years 2021-2022 and 2022-
2023. She discussed CR&R Environmental Services' hauler, recycling
disposal, and organics disposal rates.
Director Eckles inquired about the budget process and discussion. He
suggested that the District schedule a special meeting to discuss the Board's
budget recommendations.
Vice President Scheafer expressed support for Director Eckles' suggestion.
President Ooten stated that there are two more Study Sessions before the
budget needs to be adopted.
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Mr. Carroll stated that the District has three Board meetings and two Study
Sessions before the end of the current Fiscal Year. He noted that, if the Board
requests a special meeting, then District staff will schedule it.
Director Eckles emphasized the importance of having a special meeting to
solely review the Directors' budget recommendations.
President Ooten inquired if the Directors have any questions for District staff
regarding the Solid Waste fund.
Director Eckles thanked Ms. Tran for the report and inquired about the
increases in compensated absences.
Ms. Tran stated that she will gather the necessary information to discuss that
topic. She noted that it is a lengthy process to calculate compensated
absences.
Director Eckles inquired about the Professional Services account.
Mr. Carroll stated that the Community Survey item is extremely important
because it examines how the District is engaging with its customers,
particularly regarding trash services. He added that the upcoming survey
will analyze the community's opinion regarding the two -cart system. He
noted that the Community Survey is performed every other year. He
reported that the Communication Support Services item was lowered from
$80,000 to $64,000 for Fiscal Year 2021-2022.
Vice President Scheafer inquired about the District Voting Divisions
Awareness Campaign item.
Mr. Carroll stated that this item has not been discussed by the Board yet. He
noted that the 2020 Census data may affect the District's division boundaries.
Vice President Scheafer inquired about the budgets for the Shredding and
Cardboard Collection Events.
Ms. Tran stated that Management Analyst I, Nabila Guzman, provided the
financial information for those events. She added that she will provide a
breakdown of the costs at the next meeting.
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Mr. Carroll shared that Ms. Guzman contacted the City of Newport Beach to
determine the details of their shredding event and used their information to
provide an estimate for the District's Shredding Event.
Vice President Scheafer stated that there seems to be a proliferation of
shredding events in the area hosted by real estate agents. He inquired if it is
necessary for the District to host this type of event.
Mr. Carroll noted that this item was discussed at a previous Study Session
and that the Board directed staff to add the Cardboard Collection and
Shredding events to the budget.
Vice President Scheafer stated that the Board has not received an update
regarding how much local real estate agents pay to host shredding events.
Secretary Schafer noted that she is having internet connection issues and
that she missed most of the budget report so far as a result.
President Ooten discussed the tonnage chart, highlighting the increasing
trend in collection. He stated that the chart indicates a substantially
increased cost for tonnage, while there is a minimal increase in occupancy.
He suggested that District staffs estimates for tonnage are too conservative.
He noted that the tonnage estimates largely impact future expenses. He
discussed the budget for hiring a consultant to assist with Senate Bill (SB)
1383 mandates. He stated that he has advocated for working with the City of
Costa Mesa regarding SB 1383, since it is ultimately their responsibility to
ensure compliance. He noted that the District spent a lot of money on the
Organics Recycling Program, even though the diversion rate has not
significantly increased.
Mr. Carroll stated that the consulting costs can be reduced, but District staff
finds it important to budget for SB 1383 consulting services. He noted that
SB 1383 is a landmark piece of legislation with required enforcement
measures. He added that District staff has reached out to the City on multiple
occasions, but they have been unresponsive. He recommended that the
Board contact officials at the City to discuss this issue.
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President Ooten commented that CR&R has failed the District with the two -
cart system. He stated that the City is not very interested in the District's
diverted tonnage. He suggested discussing this item at the upcoming Liaison
Committee meeting. He inquired about the City's effort to comply with SB
1383. He asked what the District is hoping to learn from hiring a consultant.
Mr. Carroll stated that the District needs to amend their ordinances and
policies to be consistent with SB 1383 and determine the necessary
enforcement procedures. He noted that the District could be fined for
noncompliance.
President Ooten recommended against spending the budgeted amount for
SB 1383 consulting services. He stated that he does not believe that CalReycle
will fine agencies for noncompliance. He noted that most agencies will not
be able to comply with all SB 1383 requirements. He added that this matter
is mainly a City issue.
Director Eckles asked Ms. Tran and Mr. Carroll to reassess the District's
Membership Dues and Board Development costs. He suggested analyzing the
impact if some of those costs were removed from the budget. He asked to
review the most important budget items at a future meeting.
Mr. Carroll stated that the Board will have to determine which items to keep
or remove from Membership Dues and Board Development. He noted that
some Board development is important. He shared that CSDA hosts a great
leadership academy for elected officials.
The Board discussed how many Board members are currently present at the
meeting and when to take a five-minute break.
Citizens Advisory Committee (CAC) Member, Sue Lester, inquired about
CR&R's 5.8% Consumer Price Index (CPI) increase in 2019-2020 and their
request for a 5.6% increase in 2021. She noted that it appears that the District
is not obligated to approve the request. She stated that some of the Board's
comments imply that CR&R has failed in helping the District achieve their
waste diversion goal. She encouraged the Board to deny CR&R's request. She
noted that this item has not been included in the preliminary budget
presentation. She requested for the District to specify the dollar amount
equivalent to a 5.6% CPI increase for CR&R.
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President Ooten stated that CR&R's 5.8% CPI increase was around $300,000.
He inquired about the Cost -of -Living Adjustment (COLA) rate for District
staff in comparison to the CPI rates provided by CR&R. He asked if each
organization is utilizing different indexes.
Mr. Carroll confirmed that CR&R has requested for a 5.6% CPI request. He
added that, per the District's contract with CR&R, CPI increases must receive
Board approval. He noted that District staff will be presenting this item to
the Board in May.
President Ooten adjourned the meeting for a short break at 10:49 a.m.
CAC Member Judith Gielow left the meeting at 10:50 a.m.
President Ooten reconvened the meeting at 10:52 a.m.
Discussion followed regarding the CPI index used by CR&R.
Ms. Tran continued her presentation and discussed Wastewater Fund
revenue accounts including the Annual Charge, Investment Earning,
Charges for Services, Sewer Permits, Inspection Fees, and the Other Non -
Operating accounts. She provided estimates of each account for Fiscal Years
2021-2022 and 2022-2023. She reviewed the Wastewater Fund expense
accounts including Salaries and Benefits, Professional Services, Capital
Outlay, Operations and Maintenance, and the Capital Improvement Projects.
She reviewed certain budget items within each account and provided overall
estimates for Fiscal Years 2021-2022 and 2022-2023. She discussed items that
were removed from the budget, items that District staff would like to
propose for the future, and possible new revenue streams. She reviewed the
Solid Waste fund balance and discussed the potential impact of CR&R's 5.6%
CPI request on the District's operating reserves for Fiscal Year 2021-2022. She
reviewed the Wastewater fund balance, which the District will need to
utilize to balance the budget for Fiscal Years 2021-2022 and 2022-2023. She
stated that District staff is recommending a Wastewater rate study in Fiscal
Year 2021-2022. She shared the budget projections for hiring additional
Wastewater staff and purchasing new equipment.
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President Ooten commented that the District budgets for a 5% merit increase
for all staff members. He asked how many District staff members have
reached the maximum of their salary range. He inquired about funds for
lawsuit liabilities.
Mr. Carroll stated that any lawsuit expenditures will be funded by insurance
through the Special District Risk Management Authority (SDRMA). He noted
that the District only pays for their deductible.
Director Eckles requested for a year-to-date review of the current budget
compared to the preliminary budget. He inquired if the costs for hiring
additional Wastewater staff and equipment are included in the preliminary
budget.
Ms. Tran confirmed that those items are not included in the preliminary
budget.
Mr. Carroll stated that he will be presenting those items to the Board at the
April Board meeting. He discussed the need for a Wastewater rate study. He
noted that District staff is currently conducting a county -wide wastewater
rate study. He reported that the average wastewater rate in Orange County
is about $18.27 compared to the District's rate of $7.70 per single family unit.
Director Eckles inquired about the proposed date of the District's
Wastewater rate study.
Mr. Carroll stated that it will begin in fall or winter of 2021 and proceed in
2022 if the Board approves a new rate.
Director Eckles commented that the District cannot budget for these items
right now, but can plan for a mid -year budget amendment based on the
Board's decision regarding wastewater rates.
Mr. Carroll confirmed that, if the Board increases the wastewater rate, then
the District will make a budget adjustment for Fiscal Year 2022-2023.
Secretary Schafer expressed support for all Board suggestions. She
recommended revisiting this item at a future Study Session.
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Vice President Scheafer discussed the budget cuts from the preliminary
budget. He inquired about Director expenses and noted that the District
should have saved a substantial amount of money due to the COVID-19
pandemic. He asked about the costs of the items that the District plans on
postponing for future purchase.
Ms. Tran noted that Ms. Middenway has more information regarding
Director expenses. She stated that she can provide the budget amounts for
all future expenses listed in the presentation.
President Ooten expressed support for hiring additional Wastewater staff
and purchasing new equipment.
Vice President Scheafer stated that he is interested in the costs associated
with the Boardroom audio visual (AV) upgrades and full-time Code
Enforcement Officer.
President Ooten suggested for each Board member to send their budget
questions to Mr. Carroll.
Ms. Middenway discussed Director expenses for Fiscal Year 2019-2020. She
noted that the budget was $36,410 and only $7,533 was spent. She added that,
for Fiscal Year 2020-2021, the budget is $32,000 and only $668 has been
spent.
Ms. Tran stated that she will share her revised budget presentation with the
Board.
The Board tentatively scheduled a special meeting to review the preliminary
budget for Tuesday, May 4, 2021.
There was no further discussion.
Procedural: 1. Oral Communications and Director Comments
Vice President Scheafer shared that he received a call from a customer
located on Monrovia Avenue whose Organics Recycling Carts were not
serviced. He added that this has been an ongoing issue.
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CR&R Senior Sustainability Coordinator, Mike Carey, stated that he will
investigate the issue.
Vice President Scheafer inquired about the re -opening of the Orange Coast
College (OCC) Recycling Center.
Mr. Carey stated that they are planning on re -opening before OCC students
return to school in the fall.
Secretary Schafer stated that she would like to nominate Mr. Carroll for
General Manager of the Year. She shared that she has prepared all the
necessary information but needs Board approval.
President Ooten stated that he will coordinate with Mr. Carroll to include
that item on an upcoming meeting agenda.
Director Eckles discussed trash service issues occurring on the east side of
the District's service area. He inquired about the District's communication
efforts to resolve these issues. He recommended discussing the best practices
for addressing service interruptions at a future Study Session.
There were no additional comments by the Board.
Procedural: 2. Adjournment
President Ooten adjourned the meeting at 11:39 A.M.
M
Secretary
Bob Ooten
President