15 - CASA MEMBERSHIP DUESItem 15
Costa Mesa Sanitary DistriclE.
....an Independent Special District
Memorandum
To: Board of Directors
From: Scott Carroll, General Managgr-�
Date: January 24, 2013
Subject: CASA Membership Dues
Summary
The California Association of Sanitation Agencies (CASA) is a professional
organization that represents sanitary districts in California. They provide leadership,
advocacy and information to their members, legislators and the public. CASA also
promotes partnerships on clean water and beneficial reuse issues that are intended to
protect the public's health and the environment. CMSD has been a member of CASA
for many years and it's time to consider renewing our membership with the agency.
Staff Recommendation
That the Board of Directors forego renewing CASA membership in 2013.
Analysis
The Costa Mesa Sanitary District belongs to many professional agencies that provides
professional development, legislative advocacy, training, insurance programs, public
relations and other important services to employees, board members and the
organization as a whole. CASA is one of those agencies that CMSD belongs to.
CASA was formed to specifically support sanitation agencies in California. According
to its website, CASA currently has 108 members. Most of the member agencies
provide wastewater treatment and disposal services. Benefits from being a member of
CASA include legislative advocacy, conferences (CASA holds three conferences a
year), limited educational seminars, biosolids sustainable management policies and
access to studies. Membership dues are based on member agency budgets. CMSD
dues for 2013 will be $12,000. Attached is a renewal notice and membership dues
statement from CASA.
19 Protecting our community's health and the environment by providing solid waste and sewer collection services.
www.crosdca.gov
Board of Directors
January 24, 2013
Paae 2 of 2
I believe CASA membership dues are excessively high and for that amount I do not
believe CMSD receives tangible benefits from being a member of CASA.
In contrast, CMSD is a member of the California Special District's Association (CSDA).
CSDA, which has over 1,000 members, offers a variety of relevant training programs
such as preventing sexual harassment, ethics, board secretary/clerk conferences,
general manager summits, Legislative Days, and conferences. CSDA also offers a
special purchasing credit card, a listserv, online magazine, and a very strong
legislative advocacy group. The cost to being a member of CSDA is $4,925.
Attachment B is CSDA Highlights of 2012.
Board members and staff can still attend CASA conferences, but as a non - member
attendee. The cost difference between a member and non - member is $200 per
person. If the entire board and two staff members attended all three CASA
conferences, the additional cost for attending as a non - member is $4,200; however,
CMSD will still save approximately $7,800 from annual dues.
Strategic Plan Element & Goal
This item complies with the objective and strategy of Strategic Element 5.0,
Administrative Management, which states the following:
5.0 Administrative Management
Objective: To create, maintain and implement policies and procedures to ensure
sound management of the District.
Strategy: We will conduct periodic reviews, refine and implement policies and
procedures, and assure the General Manager has the direction and tools necessary
for successful District operations.
Legal Review
Not applicable
Financial Review
The cost for CASA membership dues is $12,000. However, not renewing CASA
membership dues can save the District between $7,800 and $12,000 a year
depending on CMSD attending CASA conferences.
Committee Recommendation
On January 15, 2013, the Operations Committee reviewed and discussed this issue.
The Committee did not take any action because they want to discuss with the full
Board.
Board of Directors
January 24, 2013
Page 3 of 2
Public Notice Process
Copies of this report are on file and will be included with the entire agenda packet for
the January 24, 2013 Board of Directors regular meeting at District Headquarters and
on District's website.
Alternative Actions
1. Do not approve staff's recommendation and renew CASA membership
Attachments A: 2013 CASA Membership Dues Renewal Notice
B: CSDA Highlights of 2012
CALIFORNIA ASSOCIATION of SANITATION AGENCIES
I
1215 K Street, Suite 940 • Sacramento, CA 95814 • TEL: (916) 446 -0388 — FAX: (916) 231 -2141 • www.casaweb.org
CASA
Attachment A
RECEIVED
MARGIE L. RICE
Midway City Sanitary District
December 3, 2012
DEC 0 6 2012
E.J. SHALABY
CU61A RSA JANIIAItY MUM
West County Wastewater District
Costa Mesa Sanitary District
Executive Board
Scott Carroll, GM
President
628 W. 19th Street
JOHN E. HOAGLAND
Rancho California Water District
Costa Mesa, CA 92627 -2716
1st Vice President
STEPHEN A. HOGG
City of Fresno
Subject: 2013 CASA Membership Dues Renewal
2nd Vice President
DAVID R. MS
On behalf of the California Association of Sanitation Agencies (CASA), I want to
East Bay Municipal Utility District
personally thank you for your ongoing commitment to our Association. For more than
Secretary- Treasurer
TOM SELFRIDGE
55 years, CASA has been recognized as the leading California voice on water quality and
Truckee Sanitary District
related environmental policy issues. Your Agency's support, through dues and individual
TIMOTHY P. BECKER
Oro Loma Sanitary District
commitments enable CASA to provide continuing leadership education and up -to -date
� � �
information. Promoting the essential role of wastewater agencies in the provision of
PAUL BUSHEE
Leucadia Wastewater District
renewable resources and advocating for sound clean water laws and regulations to
GARY W. DARLING
protect both public health and the environment are the focus of those efforts.
Delta Diablo Sanitation District
KEVIN W HARDY Enclosed you will find our 2013 CASA membership renewal statement for the calendar
Encina Wastewater Authority y Y p
BARBARA D. HOCKETT, RN MS Ed year. Your membership is vital to CASA's ability to successfully fulfill our mission and
Central Contra Costa Sanitary serve our members. We rely on active member involvement as we embark on new
VIVIAN HOUSEN challenges in the years ahead.
West Yost Associates
JEFF M. MOORHOUSE
If you have any questions or need assistance with the renewal process, please contact
Carpinteria Sanitary District
Debbie Welch at dwelch @casaweb.org or call the office 916- 446 -0388.
MARGIE L. RICE
Midway City Sanitary District
On behalf of the Executive Board, thank you for your support. I wish you a Happy
Holiday Season and a New Year filled with good health and prosperity.
E.J. SHALABY
West County Wastewater District
Sincerely,
ROBERTA L. LARSON
Executive Director
MICHAEL F. DILLON
State Lobbyist John E. Hoagland
GREG KESTER President
Biosolids Program Manager
ERIC SAPIRSTEIN
Federal Legislative Advocate
Ensuring Clean Water for California
CASA
California Association of Sanitation Agencies
2013 Agency Membership Dues Statement
TAX I.D. 68 - 0018896
Remit to: 1215 K Street Suite 940, Sacramento, CA 95814
PH: (916)446 -0388 — FX: (916)231 -2141 — Web site: casaweb.org
* Please return a copy of the Dues Statement with your check
December 3, 2012
CONTACT •- •
Name: Costa Mesa Sanitary District
Manager: Scott Carroll, GM
Address: 628 W. 19th Street
City: Costa Mesa
State: CA
Zip: 92627 -2716
Phone: (949) 645 -8400
$ 8,000
E-mail: scarrollrucrosdca.gov
Website: www.crosdca.gov
PLEASE DETERMINE YOUR AGENCY'S ANNUAL DUES AS FOLLO
$ 800
2. Budget between $500,000 up to $1,000,000
1. Agency 2012 /2013Operations and Maintenance Budget for sewerage collection,
$
(1)
treatment, disposal and reclamation (including administrative costs, unless your agency
$ 8,000
5. Budget between $5,000,000 up to $10,000,000
is multi - purpose).
6. Budget between $10,000,000 up to $20,000,000
$ 15,000
2. For multi - purpose agencies, allocate proportional share of administrative budget for
$
(2)
sewage services.
3. Subtract budgeted revenues to be received from other agencies that are members of
$
(3)
CASA, if any.
4. Total for membership dues determination (1 +2 -3).
$
(4)
5. 2013 Dues Payment insert from chart below the appropriate fee for membership
$
(5)
1. Minimum rate maximum budget up to $500,000
$ 800
2. Budget between $500,000 up to $1,000,000
$ 1,500
3. Budget between $1,000,000 up to $2,500,000
$ 4,000
4. Budget between $2,500,000 up to $5,000,000
$ 8,000
5. Budget between $5,000,000 up to $10,000,000
$ 12,000
6. Budget between $10,000,000 up to $20,000,000
$ 15,000
7. Budget between $20,000,000 up to $100,000,000
$ 18,000
8. Budget over $100,000,000
$ 25,000
*Please return a copy of the dues statement with your check.
Thank You
"Ensuring Clean Water for California"
Attachment B
AMEMINM
aJ
±. California
Districts Association
0000
CSDA Highlights of 2012
ADVOCACY AND PUBLIC AFFAIRS – OUR TOP PRIORITIES
Safeguarding Special District Revenues
• Passthrough Agreements: A last- minute state budget proposal was put forward to invalidate passthrough agreements for special districts
and other local agencies— shifting $250 million of local funding to the state. CSDA took the lead in organizing a coalition of organizations that
successfully opposed this proposal.
• Property Tax Increment: Following the dissolution of redevelopment agencies (RDAs), legislation was introduced — Senate Bill 1156 —that
would renew the diversion of property tax increment away from special districts. CSDA advocated the principle that such diversions should
require the consent of the local special district board, and the legislation was amended to include that requirement. Prior to dissolution, RDAs
diverted over $500 million annually from special districts.
At the Forefront of Major Reforms
• Pension Reform: After surveying its membership, CSDA represented all special districts before multiple hearings of the Legislature's
Conference Committee on Public Employee Pensions. CSDA provided members all of the latest news and materials, including specialized
presentations on the reforms' impact.
• Workers' Compensation:.CSDA joined a coalition of local government organizations in support of workers' compensation reform that is expected
to create significant cost savings for special districts and improve benefits for injured employees so that they can return to work more quickly.
Protecting Local Control
• Municipal Bankruptcy: The legislator, who reached a compromise with CSDA and other local government organizations last year, sought
to immediately undo the agreement in a manner that would have jeopardized the delivery of local services. CSDA opposed this measure,
Assembly Bill 1692, which failed passage.
Budgeting Discretion: AB 2418 attempted to dictate how locally elected healthcare district boards could spend local property tax dollars,
including the amount that could be placed in reserves. CSDA joined healthcare district advocates in opposing this precedent- setting measure,
which failed passage.
Preventing Costly State Mandates
• Public Records: SB 1002 would have cost each special district approximately $4,000 a year to meet "open format" requirements for
Public Records Act requested data and documents. CSDA and other local government organizations opposed the legislation and secured
amendments that removed the costs.
• Sales Tax Permits: SB 1125 sought to require local agencies to maintain a copy of the seller's permit of every outside vendor and vendor
affiliate at an estimated cost to each special district of over $8,000 a year. CSDA secured an exemption for districts, which would have
realized no benefit to offset the costs of compliance.
PROFESSIONAL DEVELOPMENT SERVES ELECTED /APPOINTED OFFICIALS & DISTRICT STAFF
Board Secretary/Clerk Conference
This event gathered more than 130 Board Secretaries and Clerks in Monterey for our second such conference. In an effort to provide professional
development opportunities throughout the state, the 2013 Board Secretary/Clerk Conference will be held in Anaheim, February 28 - March 1.
General Manager Leadership Summit
The first annual summit was held in Napa this July with more than 120 attendees. The conference focused on critical areas within the general
manager's responsibilities, including relationships with the board, human resources, policies and procedures, pensions, liability exposures and
legal issues.
Webinars
CSDA webinars continue to be a cost - effective way for CSDA members to participate in professional development programs. With prices starting
at just $49 and no travel costs, CSDA members were able to participate in webinars on a variety of topics from Required Ethics AB 1234 Training
and Harassment Prevention Training to Customer Service, Proposition 218 & Rate Setting, and Records Retention & Management.
2012 CSDA Annual Conference & Exhibitor Showcase
Held September 24 -27 in San Diego, this year's conference drew nearly 500 special district elected /appointed officials and staff. Over 30 breakout
sessions provided attendees with valuable information covering a variety of topics including technology, administration, district operations and
governance. Save the Date! The 2013 CSDA Annual Conference & Exhibitor Showcase is coming to Monterey, September 16 -19.
CSDA MEMBER SERVICES CONTINUE TO EXPAND
Adding Value to Membership
CSDA was proud to announce a partnership with eCivis, an online provider of federal, state and foundation grant information and management
tools. CSDA members can now receive a discount of 35 -85 percent off eCivis' standard pricing.
The CSDA member discount from CalChamber was another new benefit added in 2012. Districts get 10 percent off the purchase of employee
posters and other HR compliance resources offered through calchamberstore.com.
Chapters Become Formalized
Local special district associations across the state have strengthened their relationship with CSDA by adopting an affiliation agreement with the
state association. Affiliated chapters are able to use the CSDA name and logo and have increased access to many CSDA resources.
Association -Wide Communication Survey
Always looking for the best way to get information out to members, CSDA completed an association -wide survey on communications. CSDA
asked members to tell us how they want to receive information on professional development offerings, legislative updates and new member
services. Survey results indicated, among many other things, that members enjoy weekly updates through the CSDA e-News and in -depth articles
from California Special District magazine.
CALIFORNIA SPECIAL DISTRICTS ALLIANCE: YOUR DISTRICT'S PREMIER RESOURCE
The California Special Districts Alliance partners — CSDA, CSDA Finance Corporation and SDRMA— collaborated on a number of projects
to benefit special districts. In 2012 the main focus was on expanding professional development opportunities, including webinars, regional
workshops and conferences. Technology was also a priority of the Alliance as shown by their support of the newly launched Special District
Mapping Project.
CSDA Finance Corporation
The CSDA Finance Corporation initiated a program for the refinancing of CalPERS side fund obligations, providing special districts and other local
government agencies with a means to reduce expenses in their general fund. With interest rates at historic lows, numerous districts contacted
the Finance Corporation for cost- saving analyses.
Special District Risk ManagementAuthority (SDRMA)
SDRMA continued their focus on providing special districts with the most cost - effective risk management solutions possible, including property/
liability coverage, workers' compensation and health benefits. To assist their members during the ongoing difficult economic times, SORMAs
Board of Directors kept rates flat for property /liability and adopted the 2012 WCIRB rate recommendations for workers' compensation for program
year 2012 -13.
INCREASING SPECIAL DISTRICT VISIBILITY
With the support of the California Special Districts Alliance, CSDA launched the Special District Mapping Project, a comprehensive and interactive
online map of all the special districts in the state. The map will continue to be refined with more special district boundaries as additional shape
files are gathered.