Minutes - Board - 2012-04-16Item VII. A. 2.
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COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
APRIL 16, 2012
CALL TO ORDER The Board of Directors of the Costa Mesa
Sanitary District met in regular session on
April 16, 2012 at 5:32 p.m. at 628 W. 19th
Street, Costa Mesa.
PLEDGE OF President . Ooten . led the Pledge of
ALLEGIANCE Allegiance.
INVOCATION Director Scheafer led the Invocation
ROLL CALL DIRECTORS PRESENT: Robert Ooten, James Ferryman, Jim
Fitzpatrick, Art Perry, Mike Scheafer
DIRECTORS ABSENT: None
STAFF PRESENT: Scott Carroll, General Manager; Anna
Sanchez, Administrative Service Manager;
Robin B. Harriers, District Engineer; Alan
Burns, District Counsel; Jacque Rogers,
Assistant.to the Treasurer; Teresa Gonzalez,
Accounting Manager, Code Enforcement
Officer Isidro Gallardo
OTHERS PRESENT Dean Ruffridge, CR &R; Rick Simonson,
HF &H Consultants, John Farnkopf, HF &H
Consultants
CEREMONIAL MATTERS AND PRESENTATIONS
CITATION OF MERIT:
• Costa Mesa Police Department, Corporal Julian Trevino
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MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD APRIL 16, 2012
• CMSD Code Enforcement Officer, Isidro Gallardo
Corporal Julian Trevino was unable to attend at this time; however, President Ooten
commended CMSD Code Enforcement Officer Gallardo for working in cooperation with
the Costa Mesa Police Department on the successful anti- scavenging program.
President Ooten and Members of the Board presented a Citation of Merit to Mr.
Gallardo for his efforts in identifying the locations and instances of scavenging activities
within the City.
AWARDS FOR ENVIRONMENTAL EXCELLENCE:
Waldorf School of Orange County — Class of 2016
President Ooten and Board Members presented an Award for Environmental
Excellence to the Waldorf School of Orange County Class of 2016 for their efforts and
involvement in promoting and tutoring younger students on the importance of recycling.
It was noted the student are very involved in collecting recycled materials and educating
their peers for increased recycling efforts.
Director Fitzpatrick commented positively on the school's curriculum and students and
noted the great partnership with CMSD in recycling efforts.
• Friends of the Costa Mesa Libraries
President Ooten and Members of the Board presented an Award of Environmental
Excellence to the Friends of the Costa Mesa Libraries. President Ooten accepted the
award on their behalf and addressed the collection and distribution of books to
organizations such as jails, Goodwill and libraries. He addressed the organization's
budget and reported that approximately 200 tons of materials including books, tapes
and DVD's have been collected, distributed and recycled by the Friends.
ANNOUNCEMENT OF LATE COMMUNICATIONS
District Counsel Alan Burns addressed a late transmittal including three policies should
have been received and be part of the agenda under item XIV. (B).
CONSENT CALENDAR
REPORTS
MINUTE APPROVAL
Special Board of Directors Meeting The minutes of the Special Board of
Discussing Strategic Plan — Directors Meeting Discussing Strategic Plan
March 7, 2012 of March 7, 2012, were approved as
• presented.
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COSTA MESA SANITARY DISTRICT
MINUTES OF THE BOARD OF DIRECTORS REGULAR MEETING
HELD APRIL 16, 2012
Sewer System Committee Meeting —
March 13, 2012
Recycling Committee Meeting —
March 19, 2012
Special Board of Directors Meeting —
Administrative Hearing for FOG Violation
— March 21, 2012
Regular Board of Directors Meeting —
March 22, 2012
FINANCIAL REPORTS
Occupancy Report and payment to Costa
Mesa Disposal — April 2012
Contract Payment to CR Transfer for
Recycling Services & Disposal for March
2012
Adoption of Warrant Resolution No.
CMSD 2012 -10 Ratifying Payment for the
Month of March 2012 in the amount of
$627,052.75
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The minutes of the Sewer System
Committee Meeting of March 13, 2012,
were approved as presented.
The minutes of the Recycling Committee
Meeting of March 19, 2012, were approved
as presented.
The minutes of the Special Board of
Directors Meeting — Administrative Hearing
of FOG Violation of March 21, 2012, were
approved as presented.
The minutes of the Regular Board of
Directors Meeting of March 22, 2012, were
approved as presented.
The Occupancy Report and payment to
Costa Mesa Disposal for April 2012, was
approved as submitted.
This item was pulled from the Consent
Calendar for a separate vote.
Warrant Resolution No. CMSD 2012 -10
Ratifying Payment for the Month of March
2012 in the amount of $627,052.75 was
adopted as submitted and payment was
ratified.
Directors' Compensation and Directors' . Compensation and
Reimbursement of Expenses for the Reimbursement of Expenses for the Month
Month of March 2012 of March 2012, as listed in the Agenda
Report dated April 16, 2012, were approved
and ratified.
Budget Transfer for Sewer Maintenance
The Budget Transfer for Sewer
Maintenance was received and filed.
Budget Transfer for Gladwell The Budget Transfer for Gladwell
COSTA MESA SANITARY DISTRICT PAGE 4
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• Governmental Services, Inc. Governmental Services, Inc. was received
and filed.
Budget Transfer for Clerk & Temporary The Budget Transfer for Clerk and
Staff Services Temporary Staff Services was received and
filed.
Quarterly Budget Report
Investment Report as of March 31, 2012
END OF CONSENT CALENDAR
The Quarterly Budget Report was received
and filed.
The Investment Report as of March 31,
2012; was approved as submitted.
Director Ferryman moved for approval of the Consent Calendar except for items pulled
for a separate vote VII. B. 6. Director Scheafer seconded the motion. The motion
carried 5 -0.
Director Fitzpatrick reported several trash contracts were made available to him and
stated reviewing them was very insightful. He requested conducting an in -depth review
of the contracts.at the May Board meeting and reported CM Disposal does not currently
• have a business license. He requested the proper registration of the entity in Costa
Mesa.
Director Fitzpatrick moved to ratify Contract Payment to CR Transfer for Recycling
Services & Disposal for March 2012 as submitted. Director Scheafer seconded the
motion. The motion carried 5 -0.
PUBLIC COMMENTS
President Ooten opened the Public Comments section of the meeting and invited those
interested in addressing the Board to do so at this time. There was no response and
President Ooten closed the Public Comments section of the meeting.
GENERAL MANAGER'S REPORTS
DRAFT SEWER RATE STUDY
General Manager Carroll introduced the item and deferred to Accounting Manager
Gonzalez for a report.
Accounting Manager Gonzalez referenced a draft technical memo distributed to the
Board, introduced the consultants hired to assist the District with the Sewer Rate Study
and deferred to them for a report.
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John Farnkopf, HF &H Consultants, provided a PowerPoint presentation focusing on
cost of services analysis.
Mr.. Farnkopf reported on the cost of service allocations and current rates for the various
classes of service. A list of rates by the largest customers was distributed to provide an
idea how the rate changes will affect major customers. In addition, a comparison of
residential rates with other members of OCSD was distributed.
General Manager Carroll presented staff recommendations to direct staff to continue
studying the analysis using the rate as a base rate and returning to the Board with a
five -year plan in next budget cycle.
Discussion followed regarding accepting the study and directing staff to proceed with
further studying, the sewer rates and return to the Board with a five (5) year plan for
adjusting rates. It continued regarding the need to provide clear information,
categorization, the possibility of establishing exemption categories and the need to be
fair and be able to justify increases. It was noted the goal is to complete the task by
mid -year and educate the public to provide end results.
Director Fitzpatrick requested a timeline and General Manager Carroll indicated he will
provide one.
is REVIEW CMSD'S PRELIMINARY FY 2012 -13 OPERATING AND CAPITAL IMPROVEMENT
BUDGET
General Manager Carroll presented details of the preliminary FY 2012 -13 operating and
capital improvement budget and commended staff for their help, especially Accounting
Manager Gonzalez. He addressed revenues including comparisons between 2011 -12
and 2012 -13.
Mr. Carroll requested direction from the Board on various items within the budget.
Regarding the three new positions, the Board expressed a desire to leave it up to the
General Manager to implement. The Board also agreed with the proposed tuition
reimbursement and reward ideas plans as well as the proposed cafeteria plan.
Regarding the vactor truck, the Board directed staff to proceed with the purchase of a
new truck versus a used one.
The Board approved the proposed succession planning strategies but noted it will be a
work -in- progress and that further consideration will be needed going forward. The
Board also approved the proposed increase in liability insurance.
0 Regarding the sewer rate study, Mr. Carroll reported money is in the budget to have
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• HF &F help with the Proposition 218 tasks and staff will return at a future date with a five ,
(5) year plan.
Discussion followed regarding solid waste rates. Mr. Carroll noted there is a very
healthy reserve which could be used to subsidize lowering the rates. He stressed the
CR &R proposal was for informational purposes only.
Mr. Carroll reported that CR &R can request an increase but the Board is under no
obligation to approve it. He stated the Board can stabilize the rate for the next ten (1,0)
years, if it so desires. He added that CR &R is proposing no rate increases for the next
two (2) years.
Discussion followed regarding whether the CR &R rate is conditioned on the anaerobic
digester proposal.
Dean Ruffridge, CR &R Representative, stated he would need to confirm that and return
with an answer to the Board.
Director Fitzpatrick expressed concerns regarding not having certainty that the rates will
not be increased. He stated the need for budgetary certainty to the process. He felt the
District should be going out for competitive bid and have the market lower the rates.
• General Manager Carroll requested direction from the Board regarding the desired rate
noting the Board has an option to lower the rate.
It was noted the more information that can be obtained, the better.
Discussion followed regarding CR &R looking for a commitment and feedback regarding
the anaerobic digester.
Mr. Ruffridge stated CR &R does not need a commitment from CMSD in order to
proceed with the anaerobic digester and that the company was only looking for
certainty.
It was noted the CR &R sunset discussion will occur at the Board meeting in May.
General Manager Carroll explained the Board has an opportunity to lower the rate by
using the reserve to subsidize.
Director Scheafer indicated his preference would be to lower the rate and felt the rate
should not be established until information is received from CR &R regarding their rates.
Mr. Carroll stated the rates will be $19.95.
Director Perry suggested a rate between $19.30 and $18.00. He noted that many cities
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. are going to increase their rates.
Ensuing discussion pertained to the addition of a 5% franchise fee.
President Ooten indicated he was not in favor of decreasing the rates to $18.00. He
acknowledged the healthy reserve and felt a study should be budgeted for next year to
be able to properly compare rates.. He reported residential rates in Newport Beach are
funded out of their general reserves. He felt it is a complex issue and that the Board
needs help to understand how to make the appropriate comparisons.
Discussion followed regarding the rates at Newport Coast.
Director Ferryman moved to direct staff to review the possibility of setting the rate at
$19.00. Director Perry seconded the motion.
Director Fitzpatrick indicated he would like to revise the operations code to not have a
trash exemption in the code and seek competitive bidding to reduce the rates and keep
the rate at $19.95 until justification can be obtained for possible changes. He
suggested asking CR &R to justify their rate to CMSD and possibly propose a rate
reduction.
Discussion followed regarding whether that is within the scope of the current contract
• with CR &R.
Director Fitzpatrick indicated he would like' to decrease the rate and ask CR &R to
commit to decrease their rates to CMSD.
RECESS AND RECONVENE
President Ooten called for a recess at 8:25 p.m. The assembly reconvened at 8:35
p.m. with all members present.
PROPOSAL FOR PRELIMINARY ENGINEERING SERVICES FOR PROJECT #101 - WEST SIDE
PUMPING STATIONS ABANDONMENT
General Manager Carroll presented details of the report and asked for Board approval.
Director Perry moved to accept the proposal for preliminary engineering services for
Project #101, West Side Pumping Stations Abandonment. Director Ferryman seconded
the motion. The motion carried 5 -0.
AUDIO RECORDING DESTRUCTION POLICY
General Manager Carroll presented the report addressing the current policy and noting
• it is consistent with the Attorney General's opinion. He added that audio tapes are used
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ias a tool and sought direction regarding alternative actions to amend the existing policy.
Discussion followed regarding whether or not to amend the policy.
District Counsel Burns explained the official record of Board meetings are the approved
minutes.
Director Fitzpatrick moved to direct staff to amend the existing policy to no longer
destroy audio recordings of Board meetings. President Ooten. seconded the motion.
The motion carried 3 -2 with Directors Perry and Ferryman, opposed.
ENGINEER'S REPORTS
PROJECT STATUS REPORT
General Manager Carroll announced the Operations meeting will be held on May 15,
2012 from 9:30 a.m. to noon, at the discretion of the Board.
NEWPORT BANNING RANCH DEVELOPMENT - OPTIONS FOR SEWER SERVICE PROVIDER
District Engineer Hamers reported the City of Newport Beach has annexed other areas
and have a deal with CR &R. He addressed areas served by Irvine Ranch Water District
• and reported it has created a one (1) foot strip in the west boundary of Costa Mesa and
the Banning Ranch that no one can legally leap over to claim jurisdiction. For CMSD to
take over sewer collection there would need to be an agreement with the City than by
asserting control. CMSD could be the sewer provider noting the sewer for the Banning
Ranch area is small and to be considered, CMSD would need to enter into discussions
with the City.
Director Ferryman felt CMSD should extend a helping hand.
Mr. Carroll reported speaking with Costa Mesa City Manager Dave Kiff who is aware of
CMSD's interest.
Discussion followed regarding the possibility of LAFCO requiring them to use CMSD,
the possibility of proposing sewer service since Newport Beach has a track record of
outsourcing and whether Newport Beach's residents pay into their General Fund.
Mr. Hamers indicated they pay some but stated that when areas of the County were
annexed, they did not want to provide services so they were amenable to leave the
existing sewer and trash service with CMSD because. it was the existing provider.
However, residents wanted the city to provide trash services because they provided
lower rates. He added that residents pay a property tax increment but not additional
environmental fees.
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• General Manager Carroll stated the Newport Beach City Council will consider
certification of the Environmental Impact Report (EIR) but it will need to go before the
Coastal Commission. The city is aware of that CMSD is available for discussion.
President Ooten felt CMSD should try to understand the positives and negatives
associated with providing service to Banning Ranch.
Director Fitzpatrick suggested letting the city know that CMSD is considering studying
the issue.
TREASURER'S REPORTS
Assistant to the Treasurer, Jacque Rogers, reported no Treasurer's Report at this time.
ATTORNEY'S REPORT
RESOLUTION NO. 2012 -812 DISSOLVING THE RECYCLING AND SEWER SYSTEM COMMITTEES
AND COMBINING SAID COMMITTEES TO BECOME THE OPERATIONS COMMITTEE
Director Perry move to adopt Resolution No. 2012 -812 dissolving the Recycling and
Sewer System Committees and combining said committees to become the Operations
Committee. Director Ferryman seconded the motion.
• Director Fitzpatrick felt it is the Board's intention to remove him as Chair of the
Recycling Committee
Director Fitzpatrick made a substitute motion to remove him as chair of the Recycling
Committee and maintain two separate committees.
He addressed CIP projects and the need for dedicated time. He felt that a prolonged
meeting in the middle of the day would not be as productive.
The substitute motion failed for lack of a second.
Director Scheafer reported it is easier for him to attend one prolonged meeting that two
separate meetings. He expressed his appreciation to Director Fitzpatrick for his
accomplishments in the Recycling Committee and stated he would support ad hoc
committees as needed.
The motion carried 4 -1 with Director Fitzpatrick, opposed.
RESOLUTION NO. 2012 -813 REGARDING THE USE OF PERSONAL ELECTRONIC DEVICES DURING
BOARD MEETINGS
District Counsel Burns reported this item is being presented at the request of Director
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Scheafer and noted it discourages the use of personal electronic devices during Board
meetings except in an emergency. He added it may present issues with the Brown Act
and may be perceived as receiving evidence or as not paying attention to the
proceedings.
Director Perry moved to adopt Resolution No. 2012 -813 regarding the use of personal
electronic devices during Board meetings. Director Scheafer seconded the motion.
Discussion followed regarding policies from other cities regarding the matter, promoting
the use of technology in one instance and discouraging it in others.
Director Fitzpatrick expressed concerns that one Member of the Board is not in
compliance for his failure to use the assigned Ipad.
Director Fitzpatrick provided a substitute motion to receive and file the item. President
Ooten seconded the substitute motion. The motion failed 2 -3 with Directors Scheafer,
Perry and Ferryman, opposed.
District Counsel Burns explained the appropriate actions.
The motion carried 4 -1 with Director Fitzpatrick, opposed.
• LOCAL MEETINGS
ORANGE COUNTY SANITATION DISTRICT (OCSD)
Director Ferryman reported there was no meeting this month but stated actions taken at
last month's meeting.
SANTA ANA RIVER FLOOD PROTECTION AGENCY (SARFPA)
Director Ferryman reported they are in arbitration and have hired a high - powered
attorney and is at capacity. Should they prevail, they are looking at $100 million and
may hire other counsel to increase efforts.
INDEPENDENT SPECIAL DISTRICTS OF ORANGE COUNTY (ISDOC)
President Ooten reported there was a quarterly meeting and a presentation was made
by Assemblyman Norm regarding cessation of redevelopment. He added there was
also a presentation by Board Supervisor Warlock.
Director Scheafer indicated the next meeting will be on May 31, 2012, at 11:30 a.m.
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0 CALIFORNIA SPECIAL DISTRICTS ASSOCIATION (CSDA)
No report.
CALIFORNIA ASSOCIATION OF SANITATION AGENCIES (CASA)
No report.
OTHER MEETINGS QUALIFYING FOR REIMBURSEMENT UNDER CMSD ORDINANCE NO. 55,
OPERATIONS CODE SECTION 3.01.030
Director Perry reported attending the WACO meeting and reported that LAFCO raised
its rates by 5% for the next two years.
OLD BUSINESS
None.
NEW BUSINESS
DECLARATION OF QUALIFICATIONS TO VOTE FORM - DESIGNATING A BOARD MEMBER TO VOTE
ON BEHALF OF CMSD FOR OC LAFCO ELECTIONS
General Manager Carroll addressed a letter from LAFCO regarding upcoming elections
and noted the need to designate a Board Member to vote on behalf of CMSD.
Director Ferryman moved to designate President Ooten. Director Perry seconded the
motion. The motion carried 5 -0.
Director Perry moved to designate Director Ferryman as an alternate. Director
Scheafer seconded the motion. The motion carried 5 -0.
SUBMIT PUBLIC RECORDS ACT REQUEST TO THE CITY OF COSTA MESA REGARDING FORMER
CITY ATTORNEY KIM BARLOW'S WRITTEN OPINIONS REGARDING
COMPATIBILITY /INCOMPATIBILITY OF OFFICE
Director Ferryman indicated he made this request.
Director Fitzpatrick stated he is not aware of any such memo.
Director Ferryman stated its existence is common knowledge at City Hall.
Director Fitzpatrick indicated if there were such a document, he would have received it
and felt it may be privileged and confidential.
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Director Perry moved to direct District Counsel to draft a letter to the City of Costa Mesa
regarding former City Attorney Kim Barlow's written opinions regarding
compatibility /incompatibility of office. Director Ferryman seconded the motion.
Discussion followed regarding whether or not the document exists.
The motion carried 4 -1 with Director Fitzpatrick, opposed.
Director Fitzpatrick moved to direct staff to review City of Costa Mesa City Council
agendas during the applicable time period. President Ooten seconded the motion. The
motion failed 2 -3 with Directors Scheafer, Perry and Ferryman, opposed.
OBTAIN LEGAL OPINION FOR DISCLOSING ATTORNEY- CLIENT PRIVILEGED & CONFIDENTIAL
DOCUMENTS
District Counsel Burns presented a memo regarding obtaining outside opinion for the
aforementioned item.
Director Fitzpatrick felt there is no need for outside opinion and indicated he could not
trust someone who would disclose attorney - client privileged and confidential
documents. He expressed concern that there is a Director who doesn't care what the
Board has to say.
The issue died for lack of a motion.
ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
Director Fitzpatrick expressed concern that the Board has a policy for paperless agenda
and that one Member does not comply. He requested that staff reconsider the decision
to adopt the policy at an upcoming agenda and look at awards it has applied for
regarding the issue.
Staff will bring the item at the May meeting of the Board.
Director Fitzpatrick expressed concern with the way Board Members dress and felt it to
be unprofessional. He requested that staff return with a dress policy for the Board to
consider at its meeting in May.
Director Ferryman requested placing on the next agenda, revised procedures on how
items can be placed on agendas.
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ADJOURNMENT
President Ooten adjourned the meeting at 9:42 p.m.
Secretary
President