Minutes - Board - 2022-03-28COSTA MESA SANITARY DISTRICT
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
MARCH 28, 2022
NOTE: THIS HYBRID IN -PERSON AND TELECONFERENCED MEETING WAS CONDUCTED
UTILIZING ELECTRONIC MEANS CONSISTENT WITH STATE OF CALIFORNIA ASSEMBLY
BILL 361(GOV. CODE 54953(B)(3)).
Members present
Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
Members absent
None
Staff present
Scott Carroll (General Manager), Noelani Middenway (District Clerk & Public
Information Officer), Alan Burns (District Counsel), Kaitlin Tran (Finance
Manager), Marc Davis (District Treasurer), Mark Esquer (District Engineer), Gina
Terraneo (Management Analyst II)
Others present
Mike Carey, CR&R
Meeting called to order at 4:31 P.M.
A. OPENING ITEMS
Procedural: 1. Call to Order — President Ooten
President Ooten called the meeting to order at 4:31 P.M.
Procedural: 2. Pledge of Allegiance — President Ooten
President Ooten led the Pledge of Allegiance.
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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Procedural: 3. Invocation — Vice President Scheafer
Vice President Scheafer led the Invocation.
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.)
District Clerk and Public Information Officer, Noelani Middenway,
conducted roll call and noted that President Ooten, Vice President Scheafer,
Secretary Schafer, Director Perry, and Director Eckles were present.
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.
Ms. Middenway stated that the District did not receive any late
communications.
Procedural: 6. Ceremonial Matters and Presentations.
None.
B. PUBLIC COMMENTS
Procedural: 1. Public Comments
President Ooten opened public comments. Hearing none, he closed public
comments.
C. ADJOURN TO CLOSED SESSION
Discussion: 1. Performance evaluation (Gov. Code §54957) Title: General Manager
District Counsel, Alan Burns, stated the titles of closed session Items C1 and
C2.
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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President Ooten adjourned to closed session at 4:33 p.m.
Discussion: 2. Conference with labor negotiator (Gov. Code §54957.6) Agency
Designated Representative: President Ooten Unrepresented party: General
Manager
District Counsel, Alan Burns, stated the titles of closed session Items C1 and
C2.
President Ooten adjourned to closed session at 4:33 p.m.
D. RECONVENE TO OPEN SESSION
1. Announce any reportable action taken
President Ooten reconvened the meeting from closed session at 5:06 p.m.
and noted that no reportable action was taken during the closed session.
C. 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 February 8, 2022
Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent), Minutes: 3. Approve the City/Districts Liaison Committee
Meeting Minutes of February 11, 2022
Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent), Minutes: 4. Approve the Board of Directors Regular Meeting
Minutes of February 28, 2022
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent): 5. Adopt Warrant Resolution No. CMSD 2022-09 Approving
District Warrant Registers
Recommendation: That the Board of Directors adopt Warrant Resolution No.
CMSD 2022-09 approving District warrants for the month of February in the
amount of $257,411.00.
Action (Consent): 6. Approve the Directors' Compensation and
Reimbursement of Expenses
Recommendation: That the Board of Directors approve the compensation and
reimbursement of expenses as presented.
Action (Consent): 7. Approve Payroll Transparency Disclosure for February
2022
Recommendation: That the Board of Directors approve and file the report.
Action (Consent): 8. Accept the occupancy count as presented as 23,070 and
direct staff to prepare a warrant to CR&R Environmental Services for
$239,085.95 for February 2022 collection
Recommendation: That the Board of Directors accept the occupancy count as
presented using 23,070 as the correct number of active units and direct staff to
prepare a warrant to CR&R Environmental Services for February 2022 collection
based on this occupancy report so long as the contractor fulfills the obligations of
the agreement in the amount of $239,085.95 to be ratified in the March 2022
warrant list.
Action (Consent): 9. Approve the Investment Report for the Month of January
2022
Recommendation: That the Board of Directors approve the Investment Report for
the month of January 2022.
Action (Consent): 10. Approve the Investment Report for the Month of
February 2022.
Recommendation: That the Board of Directors approve the Investment Report for
the month of February 2022.
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Action (Consent): 11. Receive and File 2021 Annual Health Benefits Broker
Fees Report
Recommendation: That the Board of Directors approve and file the report.
Action (Consent): 12. Receive and File the February 2022 Organics Tonnage
Report
Recommendation: That the Board of Directors receive and file this report.
Action (Consent): 13. Receive and File the February 2022 Solid Waste
Diversion Report
Recommendation: That the Board of Directors receive and file this report.
Action (Consent): 14. Approve the preparation of a warrant to CR Transfer in
the amount of $166,799.24 for February 2022 recycling and disposal services
in the March 2022 warrant register
Recommendation: That the Board of Directors approves the preparation of a
warrant to CR Transfer in the amount of $166,799.24 for February 2022 recycling
and disposal services to be ratified in the March 2022 warrant register.
Action (Consent): 15. Receive and File the February 2022 Contracts Signed by
the General Manager
Recommendation: That the Board of Directors receive and file this report.
Motion: To approve the Consent Calendar as presented.
Motion by Art Perry, second by Brett Eckles.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
There was no further discussion.
F. PUBLIC HEARINGS
None at this time.
G. GENERAL MANAGER REPORTS
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Action: 1. Consider Appointing One Board Member to Serve on CMSD's
Negotiation Team During Contract Negotiations with CR&R Environmental
Services
Recommendation: That the Board of Directors appoint one board member to
serve on CMSD's negotiation team during contract negotiations with CR&R
Environmental Services.
President Ooten introduced the item.
Director Perry noted that he requested this agenda item and recommended
for Vice President Mike Scheafer to be appointed to serve on the District's
negotiation team.
Discussion followed regarding the proposed appointment.
Vice President Scheafer asked about the timeline of the District's
negotiation process.
General Manager, Scott Carroll, stated that the District and CR&R have a
few more meetings. He noted that he will provide him with an update on
the negotiation process prior to joining the meetings.
Vice President Scheafer requested to meet with Mr. Carroll to receive more
information about the negotiation process.
Director Eckles expressed support for Vice President Scheafer being
appointed to the negotiation team. He asked Mr. Carroll if it is valuable to
have a Board member attend the meetings.
Mr. Carroll expressed support for having a Board member participate in
the process.
Motion: To appoint Board Vice President Mike Scheafer to serve on CMSD's
negotiation team during contract negotiations with CR&R Environmental
Services.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries 5-0
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Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
There was no further discussion.
H. ENGINEER'S REPORTS
Action, Receive and File: 1. Receive and File the District Engineer's Report and
Capital Improvement Projects Status
Recommendation: That the Board of Directors receive and file the Capital
Improvement Projects Status.
President Ooten introduced the item.
District Engineer, Mark Esquer, provided an update on President Pump
Station. He shared that the District has five new projects in process.
Director Eckles asked if the current increases in construction and labor
costs are affecting the District's Capital Improvement Projects (CIPs).
Mr. Esquer shared that he will be reviewing the remaining capital outlay
for the current fiscal year with the District's General Manager and Finance
Manager. He stated that some CIPs will be delayed until next fiscal year.
Director Eckles asked about the average length of CIPs.
Mr. Esquer stated that the average CIP takes about three to four months.
Discussion followed regarding escalation clauses.
Director Perry inquired about the Gisler Force Main Replacement project.
Mr. Esquer shared that District staff and President Ooten are meeting with
Orange County Sanitation District (OCSD) staff to discuss the Gisler Force
Main Replacement project. He noted that he will provide the Board with an
update next month.
President Ooten inquired about the Ductile Iron Pipe Rehabilitation Phase I
project.
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Mr. Esquer stated that the project was completed in one month. He noted
that there was an elective change order for a manhole frame and cover for
which the District hired a separate contractor to perform the work.
There was no further discussion, and the report was received.
Action: 2. Consider Rejecting the Nu Line Technologies, LLC Bid as Non -
Responsive and Awarding a Contract to Nor -Cal Pipeline Services for the
Project 328 Ductile Iron Pipe (DIP) Rehabilitation Phase III Project
Recommendation: That the Board of Directors:
1. Reject the Nu Line Technologies, LLC bid as non -responsive.
2. Award a contract to the lowest responsive and responsible bidder, Nor -Cal
Pipeline Services in the amount of $543,273.
3. Approve a 10% contingency in the amount of $54,327.
President Ooten introduced the item.
Director Eckles inquired about the two bid amounts submitted by Nu Line
Technologies, LLC.
Mr. Esquer stated that Nu Line Technologies, LLC confirmed its lower bid
amount. He shared that, due to their inconsistent paperwork, District staff
recommends rejecting both bid amounts submitted by Nu Line.
Director Eckles stated that the issue appears to be a clerical error and asked if
there is another legal reason for rejecting Nu Line's submittal.
District Counsel, Alan Burns, stated that the District can legally reject a bid if it
presents an unfair advantage to the bidder. He noted that Nu Line's bid is
being rejected as non -responsive.
Discussion followed regarding the bidding process.
Motion: To reject the Nu Line Technologies, LLC bid as non -responsive.
Motion by Art Perry, second by Brett Eckles.
Final Resolution: Motion Carries 5-0
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Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
Motion: To award a contract to the lowest responsive and responsible bidder,
Nor -Cal Pipeline Services in the amount of $543,273, and approve a 10%
contingency in the amount of $54,327.
Motion by Art Perry, second by Brett Eckles.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
There was no further discussion.
I. TREASURER'S REPORTS
None at this time.
T. ATTORNEY'S REPORTS
Action: 1. Consider Adopting Resolution No. 2022-957 Authorizing Remote
Meetings
Recommendation: That the Board of Directors Adopt Resolution No. 2022-957
Authorizing Remote Meetings.
President Ooten introduced the item.
Motion: To adopt Resolution No. 2022-957 authorizing remote meetings.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
There was no further discussion.
Action: 2. Consider Approving General Manager, Scott Carroll's Employee
Agreement Including a 5% Merit Increase after receiving his performance
evaluation
Recommendation: That the Board of Directors consider approving General
Manager, Scott Carroll's, Employee Agreement including a 5% merit increase
after receiving his performance evaluation.
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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President Ooten introduced the item.
Mr. Burns provided an oral report and noted that the agreement provides a
5% cost -of -living or merit adjustment. He shared that the recommended
cost -of -living adjustment was 7.1%, but the General Manager only
requested a 5% increase. He stated that the General Manager's new yearly
salary is $207,982.07, which equates to a $9,993 increase compared to last
year's salary. He added that the General Manager's contract includes a
severance package that is applicable upon termination or reorganization.
He noted that the pay and benefits will be made retroactive to January 3,
2022, as is consistent with past practice.
Secretary Schafer confirmed that the pay increase will be applied
retroactively.
Mr. Burns stated that District resident, Jim Mosher, noted that there were
several typos in the staff report, which have been fixed.
Director Eckles requested for Mr. Burns to elaborate on Mr. Mosher's
written comments.
Mr. Burns stated that the law accommodates for the negotiation process by
allowing for retroactive pay from when the previous contract has expired.
President Ooten asked about the retroactive date.
Mr. Burns stated that the retroactive date is the General Manager's work
anniversary date.
Director Eckles confirmed that the General Manager will be receiving a S%
merit increase and no cost -of -living adjustment (COLA), which could have
been 7%.
Director Perry stated that the 5% merit increase is not an annual pay
increase. He commented that the 7% COLA pay increase would be a better
option.
Mr. Carroll stated that he is satisfied with a 5% merit increase.
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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Motion: To approve General Manager, Scott Carroll's, employee agreement,
which includes a 5% merit increase, after receiving his performance
evaluation.
Motion by Arlene Schafer, second by Art Perry.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
Mr. Carroll thanked the Board for their approval.
Mr. Mosher thanked District staff for considering his comments. He
expressed support for the contract and commended the District on its
practice of providing performance goals for the General Manager and
making them available to the public.
There was no further discussion.
K. 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 days 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 Ooten)
Director Perry noted that he provided a written report of the meetings he
attended.
2. Santa Ana River Flood Protection Agency (SARFPA) - (Director Perry)
President Ooten stated he and Director Perry were unable to attend the
March SARFPA meeting.
Director Perry added that he will provide an update in two months.
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3. Independent Special Districts of Orange County (ISDOC) - (Secretary Schafer)
Secretary Schafer shared that ISDOC had a Board meeting on February 1,
2022. She noted that ISDOC meetings are held remotely via Zoom. She
announced that the California Special Districts Association (CSDA) Chief
Executive Officer (CEO), Neil McCormick, will be ISDOC-s guest speaker for
their next quarterly meeting on April 28, 2022.
4. California Special Districts Association (CSDA) - (Secretary Schafer)
Secretary Schafer shared that she attended CSDA Finance Committee and
Membership Committee meetings via Zoom. She provided the dates of a
few upcoming conferences. She announced that Vice President Scheafer
was elected as President for the Special District Risk Management
Authority (SDRMA) and that she was elected to serve on CSDXs Alliance
Committee. She added that she will be going to Sacramento next month to
attend CSDXs Board meeting and Finance Committee meeting.
5. Special District Risk Management Authority (SDRMA) - (Director Scheafer)
Vice President Scheafer shared that SDRMA had their Safety Claims
Education Day in Sacramento last week. He discussed property liability
rates and cyber liability coverage.
6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55,
Operations Code Section 3.01.030
President Ooten shared that he submitted a written report of his meetings.
There was no further discussion.
L. OLD BUSINESS
None at this time.
M. NEW BUSINESS
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
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Action: 1. Consider Submitting Award Nominations to California Special
Districts Association (CSDA)
Recommendation: That the Board of Directors considers nominating Scott Carroll
for General Manager of the Year and Vice President Mike Scheafer for Board
Member of the Year.
Mr. Carroll stated that the Board discussed this item previously but needs
to take formal action.
Secretary Schafer stated that the District annually submits nominations for
CSDA awards. She noted that CSDXs Professional Development Committee
reviews all nominations.
Director Eckles clarified that the District is nominating Mr. Carroll for
General Manager of the Year and Vice President Scheafer as Board Member
of the Year.
Motion: To nominate Scott Carroll for General Manager of the Year and
Vice President Mike Scheafer for Board Member of the Year.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
There was no further discussion.
N. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Discussion: 1. Oral Communications and Director Comments
Director Eckles thanked Mr. Carroll for a fair negotiation of his contract. He
also thanked District staff for their hard work.
There was no further discussion.
O. CLOSING ITEMS
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD MARCH 28, 2022
Procedural: 1. Adjourn - The next meeting of the Costa Mesa Sanitary District
Board of Directors will be held on Monday, April 2S, 2022.
President Ooten adjourned the meeting at 5:45 p.m.
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Bob Ooten
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