Minutes - Board - 2023-03-27COSTA MESA SANITARY DISTRICT
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
MARCH 27, 2023
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), Gina Terraneo (Management Analyst II), Mark Esquer
(District Engineer), Alan Burns (District Counsel)
Others present
Cindy Brenneman, Citizens Advisory Committee Member
Sue Lester, District resident
Meeting called to order at 4:30 P.M.
A. OPENING ITEMS
Procedural: 1. Call to Order - President Scheafer
President Scheafer called the meeting to order at 4:30 P.M.
Procedural: 2. Pledge of Allegiance - President Scheafer
President Scheafer led the Pledge of Allegiance.
Procedural: 3. Invocation - Vice President Schafer
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Vice President Schafer 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 bylaw.)
District Clerk & Public Information Officer, Noelani Middenway, conducted
roll call and noted that President Scheafer, Vice President Schafer,
Secretary Perry, Vice Secretary Ooten, and Director Eckles were present.
Procedural: S. Announcement of Late Communications - Unless directed
otherwise by the Board of Directors, all actions shall be based on/memorialized
by the latest document submitted as a late communication.
None.
Procedural: 6. Ceremonial Matters and Presentations.
None.
B. PUBLIC COMMENTS
Procedural: 1. Public Comments
President Scheafer opened public comments.
District resident, Sue Lester, commented on term limits for Board Directors
and Citizen Advisory Committee (CAC) Members.
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 14, 2023
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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 February 27, 2023
Recommendation: That the Board of Directors approve the meeting minutes as
presented.
Action (Consent): 4. Adopt Warrant Resolution No. CMSD 2023-09 Approving
District Warrant Registers
Recommendation: That the Board of Directors adopt Warrant Resolution No.
CMSD 2023-09 approving District warrants for the month of February in the
amount of $680,945.34.
Action (Consent): S. 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): 6. Approve the preparation of a warrant to CR Transfer in
the amount of $197,290.89 for January 2023 recycling and disposal services in
the March 2023 warrant register
Recommendation: That the Board of Directors approves the preparation of a
warrant to CR Transfer in the amount of $197,290.89 for January 2023 recycling
and disposal services to be ratified in the March 2023 warrant register.
Action (Consent): 7. Approve the Investment Report for the Month of
February 2023
Recommendation: That the Board of Directors approve the Investment Report for
the month of February 2023.
Action (Consent): 8. Accept the occupancy count as presented as 23,092 and
direct staff to prepare a warrant to CR&R Environmental Services for
$246,015.24 for February 2023 collection
Recommendation: That the Board of Directors accept the occupancy count as
presented using 23,092 as the correct number of active units and direct staff to
prepare a warrant to CR&R Environmental Services for February 2023 collection
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based on this occupancy report so long as the contractor fulfills the obligations of
the agreement in the amount of $246,015.24 to be ratified in the March 2023
warrant list.
Action (Consent): 9. Approve Payroll Transparency Disclosure for February
2023
Recommendation: That the Board of Directors approve and file the report.
Action (Consent): 10. Receive and File February 2023 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 Arlene Schafer.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
No: None
D. PUBLIC HEARINGS
None at this time.
E. GENERAL MANAGER REPORTS
Action: 1. Consider appointing three members to the Citizens Advisory
Committee to serve a two-year term ending in March 2025.
Recommendation: That the Board of Directors appoint three members to serve a
two-year term ending in March 2025, and continue to accept applications for
appointment until all remaining vacancies are filled.
Ms. Middenway introduced the item and noted that there are five
vacancies on the CAC. She shared that the District has received 3
applications for the 2023-2025 term.
Director Eckles requested to either move this item after discussing Item E2
or to discuss it at a future meeting.
Discussion followed regarding CAC vacancies.
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Secretary Perry suggested approving the three applicants and keeping the
remaining two vacancies open for applications.
Ms. Middenway confirmed that the vacancies will remain open until filled.
President Scheafer stated that any changes to Administrative Policy No.
60.00 — Citizens Advisory Committee will not affect the appointment of the
three applicants.
Motion: To appoint Jeff Arbour, Cindy Brenneman, and Francesca
Normington to the Citizens Advisory Committee to serve a two-year term
ending in March 2025.
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
No: None
There was no further discussion.
Action: 2. Consider Amending Administrative Policy No. 60.00 — Citizens
Advisory Committee.
Recommendation: That the Board of Directors consider approving proposed
amendment to Administrative Policy No. 60.00 pertaining to the Citizens Advisory
Committee.
General Manager, Scott Carroll, presented report details. He stated that the
proposed amendment removes term limits and allows CAC members to
serve at the pleasure of the Board.
Discussion followed regarding the current CAC term limits and the removal
process of absentee or unruly CAC members.
Mr. Carroll stated that the current CAC members have requested these
policy changes. He added that there are members who are interested in
continuing their service if the term limits are removed.
President Scheafer expressed concern about the lack of attendance of CAC
Members at Board meetings. He requested to review CAC attendance
records and to discuss this item at a future meeting.
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Ms. Lester commented that she has been termed out from serving on the
CAC. She added that, if there were no term limits, then she would have
reapplied. She shared that she also serves on the District's Solid Waste Ad
Hoc Committee and Policy Review Ad Hoc Committee. She noted that CAC
terms are approved by the Board. She stated that it is difficult to secure
volunteers for community organizations and recommended that the Board
remove the term limits for the CAC. She provided details regarding her
experience as a CAC member. She shared her proposed verbiage for
amending Administrative Policy No. 60.00.
President Scheafer asked if the District can extend Ms. Lester's
appointment until the Board has finalized Administrative Policy No. 60.00.
Mr. Carroll confirmed that her term can be extended.
District Counsel, Alan Burns, stated that CAC members are subject to the
Board's appointment or dismissal.
Discussion followed regarding extending Ms. Lester's term.
Motion: To table the consideration of the proposed amendment to
Administrative Policy No. 60.00, and while vacancies remain on the
Citizens Advisory Committee (CAC), to allow termed out CAC Members to
continue serving on the CAC until the Board makes a determination about
the proposed amendment to Administrative Policy No. 60.00.
Motion by Brett Eckles, second by Bob Ooten.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
No: None
CAC Member, Cindy Brenneman, commented that this item should be
discussed during the Policy Review Ad Hoc Committee meeting that is
scheduled for tomorrow. She stated that she supports the removal of CAC
term limits.
President Scheafer requested to also discuss appointing a Board member to
serve as a liaison with the CAC.
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Director Eckles suggested that the Board submit their feedback on the
policy prior to issuing a final decision.
There was no further discussion.
Action: 3. Consider Adopting Resolution No. 2023-981 Opposing Initiative 1935
Further Limiting State and Local Governments' Ability to Raise Revenues
Recommendation: That the Board of Directors adopt Resolution No. 2023-981
opposing Initiative 1935 furthering limiting state and local governments' ability
to raise revenues.
Mr. Carroll presented report details.
Motion: To adopt Resolution No. 2023-981 opposing Initiative 1935 further
limiting state and local governments' ability to raise revenues.
Motion by Art Perry, second by Arlene Schafer.
Motion was suspended for Board discussion.
Director Eckles asked if there are any other local agencies that also oppose
this initiative.
Mr. Carroll stated that he is unaware of any other local agencies opposing,
but he can do more research.
Discussion followed regarding how this initiative applies to special
districts.
Mr. Burns provided more details regarding Initiative 1935 and how it
would apply to the District. He discussed how the law's ambiguous
language could result in increased liability and litigation for the District.
Director Eckles recommended including the bill language and supporting
and opposing arguments to the staff report.
Substitute Motion: To table the consideration to adopt Resolution No. 2023-
981 opposing Initiative 1935 to the April Study Session or Board Meeting.
Motion by Brett Eckles, second by Bob Ooten.
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Final Resolution: Motion Fails 2-3
Aye: Bob Ooten, Brett Eckles
No: Arlene Schafer, Art Perry, Mike Scheafer
Original Motion: To adopt Resolution No. 2023-981 opposing Initiative 1935
further limiting state and local governments' ability to raise revenues.
Motion by Art Perry, second by Arlene Schafer.
Final Resolution: Motion Carries 4-1
Aye: Arlene Schafer, Art Perry, Bob Ooten, Mike Scheafer
No: Brett Eckles
There was no further discussion.
Action: 4. Consider Approving Letter of Support for Assembly Bill 1594 (E.
Garcia) Medium and Heavy Duty Zero Emission Vehicles: Public Agency
Utilities
Recommendation: That the Board of Directors approve the attached Letter of
Support for AB 1594.
Mr. Carroll provided report details.
Vice President Schafer suggested tabling this item since the California
Special Districts Association (CSDA) has yet to issue their decision.
Motion: To approve the attached Letter of Support for AB 1594.
Motion by Art Perry, second by Mike Scheafer.
Motion was suspended for discussion and subsequently failed.
President Scheafer recommended including the support and opposition
arguments for this bill in the staff report.
Substitute Motion: To continue watching AB 1594 and do not approve the
proposed Letter of Support.
Motion by Arlene Schafer, second by Brett Eckles.
Final Resolution: Motion Carries 3-2
Aye: Arlene Schafer, Bob Ooten, Brett Eckles
No: Art Perry, Mike Scheafer
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There was no further discussion.
F. ENGINEER'S REPORTS
Action, Receive and File: 1. Receive and File the District Engineer's and Capital
Improvement Status Report
Recommendation: That the Board of Directors receive and file the Engineer's
Report.
District Engineer, Mark Esquer, presented report details. He discussed the
recent rainfall events and inflow and infiltration (I/I).
Discussion followed regarding raising manholes on Wilson Street due to
the City of Costa Mesa's resurfacing project.
There was no further discussion, and the report was received.
Action: 2. Approve Project No. 341 Elden Force Main Redundancy Design
Contract
Recommendation: That the Board of Directors approve the following:
1. Awarding a contract to Kleinfelder, Inc., and approving a 10% contingency,
for a total amount of $753,000.
2. Option A) Staff is proposing the Board of Directors consider approving the
transfer of $622,300 from the Asset Management Fund, into the
Wastewater fund and appropriate $622,300 to CIP #341, Elden Force Main
Redundancy. The Board has approved a minimum level of Reserves in the
Asset Management Fund of $5 million. The Asset Management Fund
currently has a balance of $5,012,400. If the Board approves this transfer
the Asset Management Fund Reserve will fall below $5 million. Staff will
replenish the reserve during the Fiscal Years 2023-24 and 2024-25 budget
process.
3. Option B) Staff will request the Board of Directors to appropriate funds
during the Fiscal Years 2023-24 and 2024-25 budget process, $480,000 in
Fiscal Year 2023-24 and $142,300 in Fiscal Year 2024-25, total of $622,300.
Based on project design outlay, the phased/proposed budget approach
provides adequate funding during the project design.
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Mr. Esquer presented report details. He discussed the funding options
available for the project. He provided an overview of the project's scope
and the request for proposals (RFP) process. He discussed Kleinfelder, Inc: s
project proposal. He reviewed the project's authorized budget amounts and
presented two budget alternatives for additional funding.
Discussion followed regarding the project's budget and the District's
Operating Reserves policy.
Director Eckles asked if the project was advertised as a time and material
(T & M) contract.
Mr. Esquer confirmed that the project was listed as a T & M contract not to
exceed a certain amount.
Discussion followed regarding the project's condition assessment and
design costs.
Vice Secretary Ooten provided clarification regarding the District's asset
management fund and operating reserves.
Motion: To approve the following:
1. Awarding a contract to Meinfelder, Inc., and approving a 10%
contingency, for a total amount of $753,000.
2. Approve the transfer of $622,300 from the Asset Management Fund,
into the Wastewater fund and appropriate $622,300 to CIP $# 341, Elden
Force Main Redundancy. The Board has approved a minimum level of
Reserves in the Asset Management Fund of $5 million. The Asset
Management Fund currently has a balance of $S,012,400. If the Board
approves this transfer the Asset Management Fund Reserve will fall
below $5 million. Staff will replenish the reserve during the FYs 2023-24
and 2024-25 budget process.
Motion by Mike Scheafer, second by Brett Eckles.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
No: None
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There was no further discussion.
G. TREASURER'S REPORTS
None at this time.
H. ATTORNEY'S REPORTS
Action: 1. Consider Adopting an Ordinance No. 2023-136 — Amending the
Operations Code Regarding Disruptive Speakers
Recommendation: That the Board of Directors adopt Ordinance No. 2023-136
Amending the Operations Code Regarding Disruptive Speakers
District Counsel, Alan Burns, stated that Senate Bill 1100 has been added to
the District's Operations Code. He provided details regarding the removal
of disruptive speakers from public meetings.
Motion: To adopt Ordinance No. 2023-136 Amending the Operations Code
Regarding Disruptive Speakers.
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
No: None
There was no further discussion.
Presentation: 2. Receive an Oral Report Regarding General Manager, Scott
Carroll's, Employee Agreement
Recommendation: That the Board of Directors receive and file the report.
Mr. Burns noted that an oral report is required prior to increasing an
executive's compensation. He stated that the First Amendment to the
General Manager's Employee Agreement increases Mr. Carroll's salary by
6%, bringing his total salary to $220,461.
There was no further discussion, and the report was received.
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Action: 3. Consider Approving General Manager, Scott Carroll's, Employee
Agreement Including a 6% Merit Increase after receiving his performance
evaluation
Recommendation: That the Board of Directors consider approving General
Manager, Scott Carroll's, First Amendment to the Restated Employee Agreement
including a 6% merit increase after receiving his performance evaluation.
Motion: To approve General Manager, Scott Carroll's First Amendment to
the Restated Employee Agreement including a 6% merit increase after
receiving his performance evaluation.
Motion by Brett Eckles, second by Bob Ooten.
Final Resolution: Motion Carries 5-0
Aye: Arlene Schafer, Art Perry, Bob Ooten, Brett Eckles, Mike Scheafer
No: None
There was no further discussion.
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 Ooten)
Vice Secretary Ooten shared OCSD updates regarding capacity fees, odor
control chemicals, and member agencies' flow rates.
2. Santa Ana River Flood Protection Agency (SARFPA) - (Director Perry)
Secretary Perry discussed ongoing SARFPA projects.
3. Independent Special Districts of Orange County (ISDOC) - (Secretary Schafer)
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Vice President Schafer stated that ISDOC's quarterly meeting takes place
this Thursday.
4. California Special Districts Association (CSDA) - (Secretary Schafer)
Vice President Schafer shared that CSDA will being hosting a national
meeting and has a new representative in Washington, D.C. She stated that
the deadline for CSDA award nominations is May 1, 2023.
S. Special District Risk Management Authority (SDRMA) - (Director Scheafer)
President Scheafer stated that SDRMA's Safety/Claims Education Day and
Board meeting occurred last week. He noted that he was not able to attend
either event. He shared that SDRMA has a new Chief Executive Officer.
6. Other Meetings Qualifying for Reimbursement under CMSD Ordinance No. 55,
Operations Code Section 3.01.030
Vice President Schafer and Secretary Perry shared that they attended a
Water Advisory Committee of Orange County (WACO) meeting.
There was no further discussion.
1. OLD BUSINESS
None at this time.
K. NEW BUSINESS
None at this time.
L. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Discussion: 1. Oral Communications and Director Comments
Director Eckles requested to discuss term limits at an upcoming Study
Session.
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President Scheafer suggested creating an ad hoc committee to discuss term
limits.
Mr. Carroll stated that he will add this item to the April Study Session.
Vice Secretary Ooten stated that previous discussions regarding term limits
should be shared with the proposed ad hoc committee.
There were no additional comments.
M. ADJOURN TO CLOSED SESSION
None at this time.
N. RECONVENE TO OPEN SESSION
None at this time.
O. CLOSING ITEMS
Procedural: 1. Adjourn — The next meeting of the Costa Mesa Sanitary District
Board of Directors will be held on Monday, April 24, 2023.
President Scheafer adjourned the meeting at 6:43 p.m.
Art Perry
Secretary
46J=-
Mike Scheafe J
President