Agenda Packets - Board - 2003-12-100
•
I.
II.
III.
IV.
COSTA MESA
SANITARY DISTRICT
an Independent Special District
AGENDA
Arlene Schafer
President
Greg Woodside
Vice President
Art Perry
Director
Jim Ferryman
Secretary
Dan Worthington
Director
Public Comments. Any member of the public may address the Board. Speakers on agenda items should
identify themselves to the 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 three minutes or as decided upon by the Presiding Officer. The Presiding Officer reserves
the right to declare any speaker out of order.
In compliance with ADA, contact Joan Revak, (714) 754 -5087, 48 hours prior to meeting if assistance is
needed (28 CFR 35.102.35.104 ADA Title ll).
Regular Meeting - Wednesday, December 10, 2003
RECOMMENDED
ACTION
CALL TO ORDER — 6:00 p.m. — Conference Room 3A - Costa Mesa City Hall
PLEDGE OF ALLEGIANCE — Director Worthington
INVOCATION — Director Woodside
ROLL CALL
V. CONSENT CALENDAR - All matters listed under the Consent Calendar are considered to be
routine and will be enacted in one motion in the form listed below. There will be no separate
discussion on these items prior to the time the Board votes on the motion, unless members of
the Board request specific items to be removed from the Consent Calendar for discussion, in
which event the item will be removed from the Consent Calendar and considered in its normal
sequence on the agenda.
Reports
Minute Approval
1. Recycling Committee Meeting — November 12, 2003
• 2. Regular Meeting — November 12, 2003
1totecting our community's health 6y prwiding sobd waste and sewer colrection services.
costamesasanitaryd' tact. org
r.t '
COSTA MESA SANITARY DISTRICT December 10, 2003
AGENDA Page 2
• RECOMMENDED
ACTION
3. Liaison Committee Meeting — November 13, 2003
M Pp
Manager's Reports
OV4 Refunds Approve
Occupancy Report and payment to Costa Mesa Disposal — December 2003 Approve
6. Monthly Spill Report to Regional Water Quality Control Board (RWQCB) Receive and File
Engineer's Reports
7. Project Status Report Receive and File
Treasurer's Reports
8 Financial Report as of November 30, 2003 Accept Report
9. Report of Monies on Deposit as of November 30, 2003 Receive and File
10 Warrant Register for December 2003 in the amount of $538,518.22 Approve Payment
• 11. Directors' Compensation and Reimbursement of Expenses for the month Ratify Expenses
of November 2003
-------------------------------------- - - - - -- -END OF CONSENT CALENDAR--------------------------------------- - - - - --
VI. WRITTEN COMMUNICATIONS
VI1. PUBLIC COMMENTS
VIII. MANAGER'S REPORTS
A. Anti - Scavenging and Screening of Trash Containers Enforcement Reports Consider
lz -
Standardized Container Program — Lifting Bar Replacement Update Accept Report
C. /CMSD Strategic Plan
f/ 1. Year 2003/2004 Action Items Receive and File
a. Action Item 1.4 — Presentation of Financial Statements by Auditor Accept Report
/2. Institutional Issues
a. Letter from City Manager dated November 26, 2003 Consider Reply
D. ecycling Reports
1. Waste Diversion Report — November 2003 Receive and File
(Protecting our community's health 6y providing sob'd waste and sewer colrection services.
costamesasanitarydu' trict. org
COSTA MESA SANITARY DISTRICT December 10, 2003
AGENDA Page 3
• RECOMMENDED
ACTION
E. Contract Payment to CR Transfer for recycling
services and disposal
1. Payment for November 2003 Services Approve Subject to
Verification of Diversion
Report by Staff
F. Recycling Committee — Tuesday, December 9, 2003 — 9:00 a.m., CR -5A
Directors Worthington and Ferryman
1. Strategic Planning 2003 - Public Outreach — Classroom Recycling Projects Consider
2. CostaMazing — District Participation
Consider
11 a
7
3. 2003 School Telephone Book Recycling Program "' a
Accept Report
4. 2003 Christmas Tree Recycling Program
Accept Report
5. Recycling Batteries
Accept Report
IX. REPORTS
/ENGINEER'S
• `
A. Waste Discharge Requirements (WDR)
` 1
General Update
Verbal Report from
/2.
Manager and Attorney
Education Program
Decline Participation
in Regional Program
/3.
Phase II Agreement
Authorize Signatures and
Approve Expenditure
/B.
Transfer of OCSD Sewers to CMSD — Part 3 — California Street
Approve in Concept
Sewers
Project No. 129 — Bristol Street Sewer System
Direct Staff to Prepare
New Cooperative Agreement
X. /A. REASURER'S REPORTS
Investment Policy Revision, Resolution No. 2003 -676 Adopt Resolution
XI. ATTORNEY'S REPORTS
• A. 433 Walnut Place Agreement Consider
Trotecting our community s health 6y providing solid waste and sewer collection services.
costamesasanitarydistrict. org
a'•
COSTA MESA SANITARY DISTRICT
AGENDA
U
B. Proposed Amendment of Operations Code to Require Compliance with
t e Tort Claims Act
1. Ordinance No. 44
XII. LOCAL MEETINGS
A. Orange County Sanitation District (OCSD)
1. Regular Meeting — November 19, 2003 (Director Ferryman)
B. Santa Ana River Flood Protection Agency
December 10, 2003
Page 4
RECOMMENDED
ACTION
Adopt Ordinance
Accept Report
1. Meeting on November 13, 2003 Accept Report
C. Independent Special Districts of Orange County (ISDOC) Wg(3Y Accept Report
D. Local Agency Formation Commission (LAFCO) Consider
E. California Special Districts Association (CSDA) Consider
• 1. Local Taxpayers and Public Safety Protection Act Consider Support
2. Local Government Ballot Initiative Consider Resolution
3. 2004 Membership Dues in the amount of $2,373.00 Approve Payment
F. California Association of Sanitation Agencies (CASA) Consider
XIII. OLD BUSINESS
XIV. NEW BUSINESS
XV. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS ,—
XVI. CLOSED SESSION
A. Conference with Legal Counsel — Anticipated Litigation
1. Consideration Whether to Initiate Litigation (Government Code Section
54956.9 (C) (1 Case)
2. To Discuss Threatened Litigation — Correspondence from Stanley Jensen
Pursuant to Government Code Section 54956.9 (E)
101. ADJOURNMENT
1rotecting our community's health 6y providing solid waste and sewer colrection services.
costamesasanitaryAgtrict. org
�S�SAN/T�Ry
V l Y
yc�'PPORATb�,9
COSTA MESA SANITARY DISTRICT
MINUTES OF RECYCLING COMMITTEE MEETING
NOVEMBER 12, 2003
The Costa Mesa Sanitary District Recycling Committee met at 9:00 a.m. in
conference room 1 A at the Civic Center, 77 Fair Drive, Costa Mesa.
Directors Present: Dan Worthington
Staff Present: Rob Hamers, Tom Fauth, Joan Revak, Bobby Young
Director Worthington called the meeting to order at 9:00 a. m.
STRATEGIC PLANNING 2003 - PUBLIC OUTREACH - CLASSROOM RECYCLING PROJECTS
Director Worthington reported on the presentation at Davis School on November 5,
2003 and presented photographs. Ten classrooms (300 students) attended this
well- received presentation. CMSD Staff Tom Fauth and Joan Revak attended and
assisted Director Worthington. It was suggested that other Directors attend future
presentations. Director Worthington reported the next presentation would be at the
Carolyn Eckert Day Care Center on Wednesday, November 19, with another
presentation scheduled for Friday, November 21 at St. Joachim's School.
COSTAMAZING — DISTRICT PARTICIPATION
Ms. Revak presented the sealed card in the form it will be distributed at the
CostaMazing Fun Run on February 7, 2004. The card features a picture of the
Adobe at the Costa Mesa Estancia at 1900 Adams Avenue with history on the
Adobe and the peppercorns. Two hundred will be manufactured for giveaway at
the Fun Run and for future distribution by the District.
2003 SCHOOL TELEPHONE BOOK RECYCLING PROGRAM
Ms. Revak presented the flyer for the 2003 School Telephone Book Recycling program.
The program will run from December 1, 2003 to January 12, 2004. Bins will be
distributed to the 27 participating schools the week of November 24.
The District's program challenges the students to collect the most telephone books
and be rewarded in addition to providing a hands -on opportunity to learn about
recycling.
Protecting our community s health 6y proveing soCul waste and sewer co[%ction services.
costamesasanitarydiistrict, org
�S,SANIT,�gro Costa Mesa Sanitary District
Minutes of Recycling Committee Meeting {t
s r 12
November , 2003
OR Page 2
04PA��9
2003 CHRISTMAS TREE RECYCLING PROGRAM
Ms. Revak presented the flyer for the 2003 Christmas Tree Recycling program.
PUBLIC COMMENTS
There were no public comments.
The meeting was adjourned at 9:45 a.m.
Secretary
President
•
(protecting our community's health 6y providting sotid waste and sewer collection services.
costamesasanitarydutnct. org
S,SimiT,q.
aiN
.
o �
u
'-A 0'pOY � S
0 COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
CALL TO ORDER The Board of Directors of the Costa Mesa
Sanitary District met in regular session on
November 12, 2003, at 6:00 p.m. in
Room 1 -A of the Civic Center, 77 Fair
Drive, Costa Mesa.
President Schafer called the meeting to
order at 6:00 p.m.
PLEDGE OF ALLEGIANCE Claire and Leah Woodside led the
pledge.
INVOCATION Director Woodside gave the invocation.
ROLL CALL
0 DIRECTORS PRESENT: Arlene Schafer, Greg Woodside, Art
Perry, James Ferryman, Dan Worthington
DIRECTORS ABSENT: None
STAFF PRESENT: Robin Hamers, Manager /Engineer; Alan
Burns, Legal Counsel; Tom Fauth,
Assistant Manager; Joan Revak, Clerk of
the District; Marc Puckett, Treasurer;
Bobby Young, Finance; Debbie Bjornson,
Permit Processing Specialist; Denise
Gilbert, Permit Processing Specialist.
OTHERS PRESENT: Claire Woodside
Leah Woodside
. ............................... CONSENT CALENDAR . ...............................
Director Perry motioned to approve the Consent Calendar with the correction to
the spelling of President Schafer's name in the Investment Oversight Committee
Meeting Minutes of October 8, 2003. Director Woodside seconded. Motion
carried 5 -0.
COSTA MESA SANITARY DISTRICT
�= MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
g a NOVEMBER 12, 2003
�outta.
PAGE 2
REPORTS
MINUTE APPROVAL
Minutes of Recycling The Minutes of the Recycling Committee Meeting
Committee Meeting, of October 7, 2003, were approved as distributed.
October 7, 2003
Minutes of Investment The Minutes of the Investment Oversight Meeting
Oversight Meeting, of October 8, 2003, were approved as corrected.
October 8, 2003
Minutes of Regular The Minutes of the Regular Meeting of October 8,
Meeting, 2003, were approved as distributed.
October 8, 2003
Minutes of Special The Minutes of the Special Meeting of October 13,
Meeting, 2003, were approved as distributed.
October 13, 2003
MANAGER'S REPORTS 0
Refunds There were no refunds submitted.
Occupancy Report and The Revised Trash Occupancy Count documented
Payment of $181,855.78 a decrease of 12 units for the occupancy report for
to Costa Mesa Disposal — solid waste collection as of November 1, 2003.
November 2003 Therefore, the total for November is 21,073.
Board directed Staff to prepare a warrant for
$181,855.78 to Costa Mesa Disposal on December
1, 2003, for payment for November trash collection
based on the November count of 21,073.
Monthly Spill Report to The Monthly Spill Report to the Regional Water
Regional Water Quality Quality Control Board (RWQCB) for October 2003
Control Board (RWQCB) was accepted as submitted.
Standardized Container The Standardized Container Program — Lifting Bar
Program — Lifting Bar Replacement Update was accepted as submitted.
Replacement Update
•
•
COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
rou+•°
PAGE 3
ENGINEER'S REPORTS
Project Status Report The Project Status Report dated November 2003,
was accepted as submitted.
TREASURER'S REPORTS
Financial Report as of The Financial Report as of October 31, 2003, was
October 31, 2003 accepted as submitted.
Report of Monies on The Report of Monies on Deposit as of October 31,
Deposit as of 2003, was received and filed.
October 31, 2003
Warrant 2004 -05 for Warrant Resolution #CMSD 2004 -05 was
November 2003 in the approved, authorizing the President and Secretary
amount of $601,636.62 to sign the warrant and instructing the Treasurer to
draw a warrant from the Costa Mesa Sanitary
District General Fund in the amount of
$601,636.62.
Directors Expenses for the Director Expenses for the Month of September
Month of September 2003 2003 were ratified as follows:
Director Ferryman:510.00 + $39.24
Director Perry: $850.00
President Schafer: $1,020.00 + 14.40
Vice President Woodside: $850.00
Director Worthington: $1,020.00
.......................... END OF CONSENT CALENDAR ..........................
WRITTEN COMMUNICATIONS
Mr. Hamers reported there were no written communications received
PUBLIC COMMENTS
There were no public comments made.
COSTA MESA SANITARY DISTRICT
a MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
�•ro "'"� PAGE 4
MANAGER'S REPORTS
ANTI - SCAVENGING AND SCREENING OF TRASH CONTAINERS ENFORCEMENT
REPORTS
POLICE REPORT
Mr. Hamers presented a memorandum providing the scavenging statistics
for September as follows:
I nrnfinn f.n1k fnr Service Cite /Arrest
Area 1
2
4 (+ 1 out of city
boundary)
Area II
1
0
Area III
2
1
Area IV
0
0
TOTAL
5
6
President Schafer requested Staff prepare a letter to the new Chief of the
Costa Mesa police department thanking them for their increased
enforcement of the code and to convey that the District is looking forward
to working with them.
DISTRICT ORDINANCE ENFORCEMENT OFFICER REPORT
Mr. Hamers presented the ordinance enforcement summary report for the
five -week period beginning September 22, 2003 and ending October 26,
2003.
Mr. Shef s summary report contained the following information:
45 flyers given to residents and 11 containers oversprayed and ID
tagged.
• Distributed flyers for used tire round up.
CMSD STRATEGIC PLAN
YEAR 2003 ACTION ITEMS
Mr. Hamers presented the Strategic Planning Action Items list with status
for each item for reference purposes. Director Perry motioned to receive
and file the report. Director Woodside seconded. Motion carried
unanimously.
•
•
•
•
•
,r
INSTITUTIONAL ISSUES
COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
PAGE S
Mr. Fauth reported meeting with five realtors in an effort to locate suitable
property for the District's offices. Mr. Fauth reported one of the realtors
was very responsive to the District's needs.
Discussion was held regarding possible locations, fees, and timing
regarding the acquisition of a property. Mr. Fauth reported no agreement
has been entered into.
Mr. Fauth will provide updates to the Board as new information comes in.
Mr. Burns discussed the process of condemnation.
Director Ferryman reported the City was agreeable to modifying the
District's agreement regarding term of current lease to either extend or
shorten the term.
MEETING WITH CITY HELD ON OCTOBER 29, 2003
MEMO FROM MANAGER TO BOARD
Mr. Hamers presented a Memorandum dated November 4, 2003,
recapping the meeting between President Schafer, Director
Ferryman, Rob Hamers, City Council Member Libby Cowan, City
Council Member Mike Schaefer, and City Manager Allan Roeder.
President Schafer requested a clarification regarding the following
bullet point item:
• The City will authorize the City Attorney's office to modify the
City /District Agreement for review and approval by both parties.
President Schafer requested the bullet item clearly state the City
Attorney will be drafting the revised Agreement which will then be
sent to Mr. Burns for review.
Mr. Hamers will modify the language before sending the letter to the City.
COSTA MESA SANITARY DISTRICT
- MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
rou4°
PAGE 6
FOLLOW up LETTER TO CITY OF COSTA MESA
Director Perry motioned to direct staff to continue on with efforts of
relocating administrative staff to become independent of the City of
Costa Mesa, and to write a follow -up letter from President Schafer to
the City Council to summarize the October 29, 2003 meeting and
clarify the language regarding the City Attorney as directed by the
Board. Director Woodside seconded. Motion carried 5 -0.
YEAR 2004 STRATEGIC PLAN
Mr. Hamers provided a memorandum dated October 17, 2003, providing
options for the Board's consideration regarding the Year 2004 Strategic
Plan based on the large volume of work necessary by Staff to relocate the
Administrative Staff.
1. Consider the Year 2003 Strategic Plan to be a two -year effort and
suspend the February 2004 workshop until Year 2005. The Year 2003
program would be renamed Year 2003 -2004 Strategic Plan.
2. Hold the Year 2004 strategic planning workshop in February but
reduce the Year 2004 Strategic planning action item list to only two or
three items.
3. Hold the strategic planning workshop in February as normal but
consider it to be a two -year effort. The plan would be named Year
2004 -2005.
The Board chose option 1 unanimously. Ms. Revak will notify the District's
strategic planning consultant.
RECYCLING REPORTS
WASTE DIVERSION REPORT - SEPTEMBER 2003
The Waste Diversion Report for September, showing a diversion rate of
50.12, was presented to the Board.
WASTE DIVERSION REPORT - OCTOBER 2003
The Waste Diversion Report for October showing a diversion rate of
50.06, was presented to the Board. 0
COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
rou+i° PAGE 7
Director Ferryman motioned to receive and file the Waste Diversion
Reports for September and October. Director Worthington seconded.
Motion carried 5 -0.
CONTRACT PAYMENT TO CR TRANSFER FOR RECYCLING SERVICES AND DISPOSAL
PAYMENT FOR OCTOBER 2003 SERVICES
Director Ferryman motioned to approve contract payment to CR Transfer for
recycling services and disposal for the month of October 2003, in the
amount of $170,636.09. Director Woodside seconded. Motion carried 5 -0.
RECYCLING COMMITTEE - WEDNESDAY, NOVEMBER 12, 2003
STRATEGIC PLANNING 2003 - PUBLIC OUTREACH - CLASSROOM RECYCLING
PROJECTS
Director Worthington reported a presentation was held at Davis School
where 300 children, 10 classes of 6th grade students, were present.
COSTAMAZING - DISTRICT PARTICIPATION
Director Worthington provided a sample of the peppercorns. The insert
will be revised to contain the date. Approximately 200 packets will be
assembled for distribution at the anniversary celebration.
2003 SCHOOL TELEPHONE BOOK RECYCLING PROGRAM
Director Worthington reported the 2003 School Telephone Book Recycling
Program will begin on December 1, 2003 and run to January 12, 2004. A
flyer for the event showing the location for the drop -off bins was distributed
to the Board.
2003 CHRISTMAS TREE RECYCLING PROGRAM
Director Worthington reported the 2003 Christmas Tree Recycling
Program will begin on December 26, 2003 and run to January 3, 2004.
PUBLIC RESTROOMS
Director Worthington reported discussion regarding the issue of public
restrooms will be taken up at some time in the future due to the number of
projects currently being pursued.
COSTA MESA SANITARY DISTRICT
s ° MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
PAGE 8
ENGINEER'S REPORTS
WASTE DISCHARGE REQUIREMENTS — (WDR)
GENERAL UPDATE
Mr. Hamers reported Mr. Burns has been working very hard on the model
grease ordinance that will be adopted by most of the agencies in Orange
County.
Mr. Burns reported they are waiting for the technical comments from the
County Sanitation District.
TREASURER'S REPORTS
Mr. Puckett provided information regarding one technical violation in the Report
of Monies on Deposit; the percentage in one fund slightly exceeding the
allowable percentage. Next year's revisions to the Investment Policy will include
changes to allow the higher percentage.
ATTORNEY'S REPORTS •
COSTA MESA DISPOSAL STOCK ACQUISITION BY CR &R
Mr. Burns reported CR &R proposed to purchase all of the stock of Costa
Mesa Disposal. Because Costa Mesa Disposal will remain in existence, and
will remain the party with whom the District has a contract, nothing will
change with the District's contractual agreements and guarantees.
433 WALNUT PLACE AGREEMENT
Mr. Burns reported he has been working with Mr. Hamers on an agreement to
allow the property owner who built a structure over the District's easement to
continue to have the structure in place provided he agrees to indemnify and
defend the District of all liability that could arise including increased cost to
service or access the District's line. The property owner has not yet
responded to the revised language proposed by Mr. Burns.
STATUTE OF LIMITATION FOR SEWER AND TRASH REFUNDS
Mr. Burns presented a synopsis of Utility Audit Company Inc. v City of Los
Angeles. Mr. Burns reported the case determined interest is owed on
refunds. Mr. Burns suggested the District amend their Operations Code to
delete any provision that is at variance with the holding of this case.
LOCAL MEETINGS
COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
PAGE 9
ORANGE COUNTY SANITATION DISTRICT (OCSD)
REGULAR MEETING - OCTOBER 22, 2003 (DIRECTOR FERRYMAN
Director Ferryman attended the October 22, 2003 meeting and reported
the following:
• Lobbyist from Sacramento and Washington DC working on grant
for Prado program.
• Orange County Sanitation District will approach the fire authority
regarding using the Class A product on the recently burned areas
of Southern California.
SANTA ANA RIVER FLOOD PROTECTION AGENCY
AGENDA FOR FULL AGENCY MEETING ON NOVEMBER 13, 2003 AND SCHEDULE
FOR 2004
0 Directors Perry and Ferryman will attend the meeting.
SANTA ANA RIVER FLOOD PROTECTION AGENCY DUES FOR 2003/2004 IN THE
AMOUNT OF $1,400.00
Director Ferryman motioned to authorize payment in the amount of
$1,400.00 for Santa Ana River Flood Protection Agency dues for
2003/2004. Director Perry seconded. Motion carried 5 -0.
INDEPENDENT SPECIAL DISTRICTS OF ORANGE COUNTY (ISDOC)
ISDOC QUARTERLY MEETING - OCTOBER 30, 2003
President Schafer attended the Quarterly Meeting on October 30, 2003,
11:30 a.m. at the MWDOC Headquarters in Fountain Valley. The
Honorable Thomas W. Wilson, Chairman, Orange County Board of
Supervisors, was the speaker.
All Costa Mesa Sanitary District Directors were in attendance, as well as
Mr. Hamers, Mr. Fauth and Ms. Revak
President Schafer attended the November 4, 2003 Executive Board
Meeting and reported they discussed speakers for the January meeting.
The ISDOC website will be a topic at the December meeting.
COSTA MESA SANITARY DISTRICT
- MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
NOVEMBER 12, 2003
ro.na
PAGE 10
LOCAL AGENCY FORMATION COMMISSION ( LAFCO)
President Schafer attended the November 12, 2003, LAFCO public hearing
and reported they discussed the following.
• Brea Sports Park annexation to City of Brea
• Update on Costa Mesa and Newport Beach Islands annexation
• Marine Corps Air Station, El Toro, annexation to City of Irvine
(approximately 4,287 acres)
CALIFORNIA SPECIAL DISTRICTS ASSOCIATION (CSDA)
President Schafer was unable to attend the CSDA Retreat and Strategic
Planning for 2004 meeting due to an injury.
OLD BUSINESS
There was no old business discussed.
NEW BUSINESS
REGULAR DECEMBER 2003 BOARD OF DIRECTORS MEETING
The December 2003 meeting has been changed to December 10, 2003, at 6:00
p.m. in conference room 3A.
ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Director Woodside reported the Sacramento Bee is doing a series highlighting
special districts.
President Schafer adjourned to a closed session at 7:17 p.m.
CLOSED SESSION
CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION
CONSIDERATION WHETHER TO INITIATE LITIGATION (GOVERNMENT CODE
SECTION 54956.9 (C) (1 CASE)
TO DISCUSS THREATENED LITIGATION - CORRESPONDENCE FROM STANLEY
JENSEN PURSUANT TO GOVERNMENT CODE SECTION 54956.9 (E)
COSTA MESA SANITARY DISTRICT
f s ° MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
t =�* NOVEMBER 12, 2003
PAGE 11
President Schafer returned to the Regular meeting at 7:58 p.m. President
Schafer announced the Board took action in closed session to
reject Mr. Jensen's request and authorized the Manager to send
appropriate response letter.
ADJOURNMENT
At 8:00 p.m., President Schafer adjourned the meeting.
SECRETARY
•
•
PRESIDENT
r
•
•
. Minutes of Liaison Committee Meeting
City of Costa Mesa
Costa Mesa Sanitary District
Mesa Consolidated Water District
November 13, 2003
The Liaison Committee Meeting between the City of Costa Mesa, the Costa Mesa
Sanitary District and Mesa Consolidated Water District met at 7:30 a.m. at City Hall, 77
Fair Drive, Costa Mesa. The City of Costa Mesa hosted the meeting.
Mesa Committee Members:
City Committee Members:
Sanitary District Members:
Others Present
Discussion:
Jim Atkinson, President
Paul Shoenberger, Vice President
Diana Leach, General Manager
1,s
Libby Cowan, Council Member
Mike Scheafer, Council Member (absent)
Ann Shultz, Legislative & Public Affairs Manager
Allan Roeder, City Manager
Arlene Schafer, President
Greg Woodside, Director
Rob Harriers, Manager /District Engineer
Mike Berry
1. Restaurant Grease Control Program
Rob Harriers described the grease control program the Sanitary District will be
implementing to meet the Regional Water Quality Control Board's new regulations.
2. Colored Water Treatment Facility
Jim Atkinson described the additional bromide level requirements soon to be required
by new legislation and how that will affect the facility.
3. Westside Improvements
Allan Roeder described the Placentia Avenue, Monrovia Avenue, and 19th Street
improvements and how it will reshape the Westside. Diana Leach requested all future
applications for funding include utility relocations if allowed under the application.
4. Mesa's Proposed Enterprise Programs
Jim Atkinson described the enterprise programs under consideration by MCWD.
Minutes of Liaison Committee Meeting November 13, 2003
Page 2
5. Centerline Project •
Allan Roeder gave an overview of the proposed route through the City. Diana Leach
mentioned the significant impact of the light rail project on Mesa's existing water lines.
The deletion of the portion in Irvine will not affect the alignment in Costa Mesa.
6. Groundwater Replenishment System
Jim Atkinson gave an update of the project status. When completed, the facility will
be the largest reclamation facility in the United States.
7. Water Issues Study Group
Mesa requested notification of the study group be included in the City newsletter that
is published every two months. Ann Shultz will coordinate the request.
8. Website Link
Ann Schultz confirmed the City's website will provide a link to the MCWD website.
9. Kemp Reservoir 0
Jim Atkinson expressed appreciation of the City's efforts of keeping the landscaping
at the reservoir very nice looking.
10. Storm water program
Allan Roeder and Libby Cowan gave an overview of the City's requirements and
compliance with the NPDES Program. Allan distributed pictures of City catch basins
with grates to trap leaves and debris.
11. Next Liaison Committee Meeting
The group agreed the Sanitary District will be the next host and the meeting is
tentatively scheduled for the 2 "d Thursday in February 2004 and the agenda should
have a maximum of 10 items.
President
Secretary
•
•
CITY OF COSTA MESA
P.O. BOX 1200 CALIFORNIA 92628 -1200
FROM THE OFFICE OF JOHN D. HENSLEY, CHIEF OF POLICE
November 18, 2003 -
Ms. Arlene Schafer, President
Costa Mesa Sanitary District
Post Office Box 1200
Costa Mesa, California 92628 -1200
Dear Ms. Schafer:
Thank you for your letter of appreciation dated November 13, 2003, regarding the
decrease in the scavenging activity in the City. I am extremely proud of the
Costa Mesa Police Department staff for performing their duty without hesitation
and with professionalism.
On behalf of the Costa Mesa Police Department, it is a pleasure to receive your
letter of appreciation, and I will route a copy throughout the department and to
Allan Roeder, City Manager.
I would also like to thank you for your congratulations on my recent appointment
as Chief of Police for the Costa Mesa Police Department. I am very excited to
work for the Costa Mesa Police Department and look forward to the challenges
that will come my way.
I look forward to working with you and appreciate the courtesy that you have
always shown to the Costa Mesa Police Department.
Sincerely,
JDH:djw
www. ci. costa -mesa. ca. us
5o moCh {vr�}i� -fw� qoo,
('Cf10.��v2 cGYIA �On
�vn
Lws n, rug,
�zsc- a \\
r ram
• Davis Education Center
1050 Arlington Dr.
Costa Mesa, CA. 92626
November12, 2003
Costa Mesa Sanitary District.
P.O. Box 1200
Costa Mesa CA. 92628 -1200
Dear President Jim,
I am a sixth grader at Davis Elementary. I just wanted to let you
know that I liked the magic tricks you demonstrated at my school.
I also wanted to help on keeping our district cleaner and on keeping
the recycling going. I also wanted to know how I could help a little
more.
I also wanted to ask you if I could do something else beside just
recycle. Maybe I could make flyers and put them on neighbor's doors
so they could also help keep clean.
• Thank you for taking your time to come to our school and teaching us.
Maybe you could send a letter back to me at 980 Mission Dr. #1
Costa Mesa CA. 92626
Sincerely
Israel Bravo
coo
600 6a pp uosta),L,- Sanmrtonr�q -
... an Inbepenbent Special District
Board of Directors
Arlene Schafer
Greg Woodside
James,Ferryman
Art Perry
Dan Worthington
Staff
Robin B. Hamers
Manager
District Engineer
(949) 631 -1731
Thomas A. Fauth
Assistant Manager
40714) 754 -5043
Joan Revak
Clerk of the District
(714) 754 -5087
Fax
(714) 432 -1436
Mailing Address
P O. Box 1200
Costa Mesa, CA
92628 -1200
Street Address
77 Fair Drive
�osta Mesa, CA
92626 -6520
L�
Printed on
Recycled Paper
November 20, 2003
Israel Bravo
Davis Education Center
1050 Arlington Drive
Costa Mesa, CA 92626
Dear Israel:
The Costa Mesa Sanitary District hereby commends you for your efforts
and concerns for the environment. Good citizens such as you play a vital
role in protecting the earth's resources.
Since you are ready to help, enclosed are ten of the latest newsletters
from the District. Please deliver them to your neighbors. If you are
interested in making your own flyers, please do so and also send us a
copy.
Please call us whenever you need recycling information.
Sincerely,
Dan Worthington
Director
Enclosures
Protecting our commmnity is W alts w,� provibin9 solib waste anb sewer cof tection services.
costamesasanitary bistrict.org
t
•
•
CITY OF COSTA MESA
CALIFORNIA 9262 8-1200 P.O. BOX 1200
FROM THE OFFICE OF THE CITY MANAGER
November 26, 2003
President Arlene Schafer
Costa Mesa Sanitary District
P.O. Box 1200
Costa Mesa, California 92626 -6520
Subject: Independence of Sanitary District Operations
Meeting with Council Members on October 29, 2003
Dear Arlene:
This is to follow up and affirm the points in your correspondence to Mayor Gary
Monahan dated November 14, 2003 on the above subject. I believe I can speak
on behalf of Council Members Libby Cowan and Mike Scheafer that the meeting
was valuable in terms of clearly delineating the District's interests and what the
City of Costa Mesa can do to make this a smooth transition.
In terms of the specific points in your letter, I would like to clarify a few items so
that both parties — the District and the City — have a mutual understanding of
what is to be accomplished.
As we discussed at our meeting of October 29, 2003, 1 did follow up and meet
with the field personnel currently serving the District. We had a very good
conversation and I shared with them the key items from our meeting. Since I
have known all of the personnel for many, many years it was a very comfortable,
candid conversation. All of the personnel are very hard working, conscientious
employees. They did not express any concerns regarding their continued
employment with the City of Costa Mesa and their service to the Sanitary District.
However, there were a couple of items that do bear mentioning:
■ Members of the crew indicated that they had been advised that
subsequent to the District becoming independent of the City, District
employees instead of City employees would fill vacancies on the crew.
There was a concern relative to how that would work, who would be
providing supervision, etc. I simply advised that for whatever period of
time the City may contract maintenance services to the District, the
employees would be City employees. Any transition of personnel would
77 PAia nRIVF (714) 754 -5327 FAX (714) 754 -5330 TDD (714) 754 -5244
be worked out well beforehand and would take their concerns into
consideration.
■ A second item came up regarding certification of field personnel. My
understanding is that the District has required field personnel to become
certified in certain specific skills. Further, the District is committed to
compensating the personnel for the certification. Some of the personnel
suggested that the certification seemed somewhat outside of their area of
responsibility and /or expertise. The matter raised - questions in my mind
relative to the City's adopted Personnel Rules & Regulations as well as
our existing Memorandum of Understanding with the Costa Mesa
Employees Association relative to classifications and compensation. I
simply advised the crew that I would raise the subject in my
communications with the District and request that Rob Hamers, Bill Morris
and our Personnel Division review the situation simply to ensure that we
are all living up to our existing legal commitments.
As agreed, Bill Morris and Marc Puckett are preparing the cost proposal for the
City to continue to provide field maintenance services. As a relatively minor but
important point of clarification, we are assuming that the cost should reflect those
services provided by the City to support this crew's operation. This would include
but not necessarily be limited to equipment maintenance and the provision of
materials and supplies necessary for the crew to function. I am requesting of Bill
and Marc that they detail each of these cost elements so the District can make its
decisions intelligently as to which services they choose to contract with the City.
Marc Puckett will prepare a cost proposal for he and his staff to continue to
provide Treasury Management Services to the District. As your letter requested,
this will include the provision of investment services and updating the investment
policies, preparing the report on monies on deposit, compliance of the District's
accounting method with GASB 34, Long Range Revenue Projections,
development and presentation of the District's annual budget, and updating the
Solid Waste Long Term Financial Plan. I am requesting Marc to detail cost
elements for these services so that the District can make its decisions as to
which services they choose to contract with the City.
As you and the Board are aware, the City Attorney's Office is short staffed at
present and undergoing an organizational review. Accordingly, I would
respectfully request that the District's legal counsel prepare the initial draft of the
new City /District Agreement for review and consideration by both parties. With
City staff already assuming responsibility for the maintenance proposal and the
financial proposal and given our current staffing limitations in the legal area, I
would hope the District does not find this request unreasonable.
Assuming all of the preceding goes as proposed, I see no problem with our
recommending to the full City Council acceptance of the modifications to the
existing agreement. We clearly understand the need for flexibility in the timing of
these changes and will do everything on our part to make the transition as
smooth as possible. This will certainly be the case whether or not the June 30,
2004 target date is achieved.
Speaking strictly for City staff, we well understand the tremendous undertaking
this effort is for the District. Over the decades, there are innumerable services
the public has come to rely on from the District and the District, in turn, has come
to rely on from the City. Much of the staff's support goes relatively unseen and
oftentimes unacknowledged. Whether those are services from Graphics &
Production, Management Information Services, Accounting, Telecommunications
or any of a number of other support functions, they have been key to our mutual
success. We fully understand it will be a major challenge for the District to
develop those resources from the ground up. And while we will be more than
happy to assist in the conversion process, we are not in a position to set up new
systems and services for the District. We will be pleased to share anything we
can in the way of policies, procedures or other materials of benefit to the District.
We look forward to meeting again soon to go over the results of the preceding.
Sincerely,
Allan L. Roeder
City Manager
ALR /df
c: ity Council
zard of Directors, Costa Mesa Sanitary District
Rob Hamers, District Manager
Acting City Attorney
Public Services Director
Finance Director
Administrative Services Director
Field Crew, Sanitation
t
r�
u.
/j
j
COSTA 911ESA SANYTARTDISTWCT
Memorandum
... an Independent Specia[Di strict
To: Board of Directors
Staff
From: Robin B. Harriers, Manager /District Engineer
Date: December 2, 2003
Subject: Clarification of November 26, 2003 Letter from City Manager
The attached letter from. City Manager Allan Roeder is in reply to the letter from Board
President Arlene Schafer to the Mayor and Costa Mesa City Council. This
memorandum provides clarification of the information contained in the City Manager's
• letter.
The letter states that the City field crews were told that obtaining certification was
required and that the District is committed to providing additional compensation upon
the field crews obtaining the certification. The statements by the field crews to Allan
Roeder were in error and do not represent what the field crews have been told by
both the CMSD Manager /District Engineer and the CMSD Assistant Manager on a
number of occasions.
•
The field crews were encouraged to obtain the certification because it represents
obtaining a level of expertise as described in the certification. The only available
certification is through the California Water Environment Association (CWEA) and
they provide certification of Grades 1 -4 for sewer collection systems. The field crews
were also told that if the field crew members obtain certification, a recommendation
would be made to the CMSD Board to approve an increase in compensation based
on achieving the certification.
Unfortunately, the first time the five field crew members sat for the exam, none of
them received a passing grade. The CMSD Assistant Manager volunteered to hold
classes for the field crew members to assist them in learning the skills to pass the
Grade 1 exam.
1Trotecting our community's health by providing soW waste and sewer collection services.
costamesasanitarydistrict. org
Clarification 'of November 26, 2003 Letter December 2, 2003
from City Manager Page 2
• In actuality, the certification of field crews is a complicated issue frequently discussed
at the WDR Steering Committee meetings. The WDR language has been interpreted
differently by many agencies and a legal opinion from Alan Burns was requested to
clarify the issue. The WDR language states: -
"The discharger shall properly fund, manage, operate and maintain, with
adequately trained staff and /or contractors possessing adequate knowledge
skills and abilities as demonstrated through a validated program at all times, all
parts of the sewage collection system owned and /or operated by the
discharger."
Alan's legal opinion is being transmitted separately from this memorandum but states
that the WDR language is not definitive as to whether the field crews must be certified
through CWEA. The issue is whether CWEA certification is the only "validated"
program available. Many of the agencies have interpreted the language to mean that
their field crews must obtain CWEA certification. OCSD's position has always been
that all OCSD collection system workers must obtain at least a Grade 1 CWEA
certification. The City of Anaheim is considering a position that CWEA certification is
not required for existing workers but is required for all new workers.
• Staff is requesting Board discussion of this specific item and adoption of a position. If
the Board adopts a position that CWEA certification is required, there may be an
impact on continuing the use of the current field crew members. The parameters of
field crew training and education will be included in the forthcoming new City /District
operating agreement. The Board may choose to discuss this item at a Special
Meeting because of the complicated nature of the WDR language and the impact on
current CMSD operations.
•
•
•
LAW OFFICES CIF
HARPER & BURNS LLP
A LUrtSID LWBR.ITI" PARThr' RU& UiCLUDWU A PRUFF391ONAL CARPURARIIN
453 S GLASSELL STREET
ORANGE, CALIFORNIA 92mb
(714) 771 -7 nn
FAX (714) 744050
TO: Honorable President and Board of Directors
FROM: District Counsel
DATE: December 3, 2003
61Y= @SJE)F SAKBFNNARr)1WQ
(904) 674 -0698
0)0p��
RE; Proposed Amendment of Operations Code to Require Compliance With the Tort
Claims Act
The proposed ordinance will amend our Operations Code to incorporate the latest court case holding
making certain sewer refunds subject to the Tort Claims Act.
The Court of Appeals in I ltilitV Audit (2003) 5 Cal.Rptr.3d 523 held
that sewer charge refunds in which some service was received are subject to the Tort Claims Act,
which generally requires that a claim be submitted within one year before a claim can be honored.
Since this case has established that law, there is an argument that can be made that giving anything
more would be an "unconstitutional gift of public funds" in that the District would be paying money
without legal obligation. It is therefore recommended that you adopt the proposed ordinance.
Obviously, insisting on Tort Claims Act compliance will reduce any liability that the District has for
these types of claims as the period for refund has been reduced from three years to one year-
Cc District Manager / Engineer
Staff
an R. Burns
District Counsel
/LLkN R. BURNS
JOHN R. HARPER'
or COUNMR.
_ JIM] A CURTIN"
MICHAEL MONTGOMERY'
•A PROFEssIONAL CIAPORATMV
•
•
LAW OFFICES CIF
HARPER & BURNS LLP
A LUrtSID LWBR.ITI" PARThr' RU& UiCLUDWU A PRUFF391ONAL CARPURARIIN
453 S GLASSELL STREET
ORANGE, CALIFORNIA 92mb
(714) 771 -7 nn
FAX (714) 744050
TO: Honorable President and Board of Directors
FROM: District Counsel
DATE: December 3, 2003
61Y= @SJE)F SAKBFNNARr)1WQ
(904) 674 -0698
0)0p��
RE; Proposed Amendment of Operations Code to Require Compliance With the Tort
Claims Act
The proposed ordinance will amend our Operations Code to incorporate the latest court case holding
making certain sewer refunds subject to the Tort Claims Act.
The Court of Appeals in I ltilitV Audit (2003) 5 Cal.Rptr.3d 523 held
that sewer charge refunds in which some service was received are subject to the Tort Claims Act,
which generally requires that a claim be submitted within one year before a claim can be honored.
Since this case has established that law, there is an argument that can be made that giving anything
more would be an "unconstitutional gift of public funds" in that the District would be paying money
without legal obligation. It is therefore recommended that you adopt the proposed ordinance.
Obviously, insisting on Tort Claims Act compliance will reduce any liability that the District has for
these types of claims as the period for refund has been reduced from three years to one year-
Cc District Manager / Engineer
Staff
an R. Burns
District Counsel
`C
f
ORDINANCE NO. 44
AN ORDINANCE OF THE BOARD OF DIRECTORS OF THE
COSTA MESA SANITARY DISTRICT AMENDING THE DISTRICT'S
OPERATIONS CODE WITH RESPECT TO SEWER CHARGE
REFUNDS
WHEREAS, the Board of Directors has established a sewer refund policy which
recognizes that the District cannot constitutionally make a gift of public funds and provide
refunds for sewer charges that are beyond the statute of limitations; and
WHEREAS, the Court of Appeals has now rendered a new decision, Utility Audit
Company v City of Angeles (2003) 5 Cal.Rptr.3d 520 that has established that the
Tort Claims Act applies to sewer charge refunds; and
WHEREAS, the Tort Claims Act generally requires that claims be presented within
one year of the accrual of the cause of action;
NOW, THEREFORE, the Board of Directors of the Costa Mesa Sanitary District
does herby ORDAIN as follows:
0 Section 1. That Section 16.02.040 of the District's Operations Code is amended to
read:
"Section 16.02.040. Refund Policy. In light of the above, the Board does hereby
establish the following as its refund policy for sewer and trash assessments:
(a) For all claims for refunds for sewer or trash service for which a special rule (set
forth below) does not apply, refund procedures and time limitations will be governed by
the Tort Claims Act (Government Code Section 900 et seq.) including, but not limited to,
the requirements that the claimant present a written request for a refund from the Board
within one year of the accrual of the cause of action. Refunds will be allowed if the
claimant's request satisfies the procedures of the Tort Claims Act and if the claimant
establishes that his or her claim is meritorious.
(b) For amounts "paid under protest ", refunds may be allowed for up to four years
provided that the procedures of the Health and Safety Code and Revenue and taxation
Code were followed. (See Health and Safety Code Section 5472; Revenue and Taxation
Code Sections 5097 and 5140 et seq.)
(c) Persons who have paid sewer service fees but who have received no service
and have not been connected to the District's system shall be eligible for a refund
depending on when the fees were collected as follows:
•
(1) If the fees were collected before January 1, 1992, there is no statue of
limitations and the claimant may submit a claim for such amount that he can prove that he
paid and for which he received no service.
(2) If the fees were paid after January 1, 1992, a claim must have been filed within
180 days of the date of the payment.
(3) Subsections (a) and (b) above only apply to fees collected and do not apply to
sewer assessments. (See Government Code Section 53082.)"
Section 2. Should any part, clause or section of this Ordinance be declared by
any Court of competent jurisdiction to be invalid, the remaining provisions of this
Ordinance shall nevertheless be and remain in full force and effect and the Board of
Directors of the Costa Mesa Sanitary District of Orange County, California, hereby
declares that each and every section, clause, provision or part of this Ordinance would
have been adopted and made a part of this Ordinance without the adoption of any portion
thereof and that the invalidity of any part or provision hereof shall not in any way affect the
validity or enforcement of the remaining provisions of this Ordinance that may stand on
their own.
,S • -tPC ion 3. Pursuant to Health and Safety Code Sections 6490 and 6491.3, the
Clerk shall cause this ordinance or a summary thereof to be published in a newspaper of
general circulation printed and published in the District according to law and it shall take
effect upon the expiration of one week after publication.
PASSED and ADOPTED this day of
Secretary
President
2003.
•
i
STATE OF CALIFORNIA)
COUNTY OF ORANGE ) SS
CITY OF COSTA MESA )
I, JOAN REVAK, Clerk of the Costa Mesa Sanitary District, hereby certify that
the above and foregoing Ordinance No. 44, was duly and regularly passed and adopted
by said Board of Directors at a regular meeting thereof, held on the day of
2003, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of
the Costa Mesa Sanitary District, this day of 2003.
•
Clerk of the Costa Mesa Sanitary District
•