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COSTA MESA SANITARY DISTRICT
MINUTES OF BOARD OF DIRECTORS REGULAR MEETING
JANUARY 24, 2013
CALL TO ORDER The Board of Directors of the Costa Mesa
Sanitary District met in regular session on
January 24, 2013 at 5:30 p.m. at 628 W. 19th
Street, Costa Mesa.
II. PLEDGE OF President Ferryman led the Pledge of
ALLEGIANCE Allegiance.
III. INVOCATION President Ferryman led the Invocation.
IV. ROLL CALL DIRECTORS PRESENT: James Ferryman, Robert Ooten, Art Perry,
Mike Scheafer
DIRECTORS ABSENT: None
STAFF PRESENT: Scott Carroll, General Manager; Anna
Sanchez, Administrative Service Manager;
Noelani Middenway, Deputy District Clerk;
Robin B. Hamers, District Engineer; Alan
Burns, District Counsel; Marc Davis, District
Treasurer; Javier Ochiqui, Management
Analyst
OTHERS PRESENT: Dean Ruffridge, CR&R; Lawrence Jones,
CR&R; Jessica Harris, Costa Mesa
Resident; Mark Harris, Costa Mesa
Resident; Jim Mosher, Newport Beach
Resident
V. CEREMONIAL MATTERS AND PRESENTATIONS- NONE
VI. ANNOUNCEMENT OF LATE COMMUNICATIONS
General Manager Carroll provided an article that was submitted by Jim Fitzpatrick to the Daily
Pilot and the Board to be entered into the meeting record.
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Director Ooten made comments relative to the article that was submitted.
VII. PUBLIC COMMENTS -There two comments from members of the public.
VIII. CONSENT CALENDAR
1. Operations Committee Minutes of The minutes of the Operations Committee
December 11, 2012 Meeting of December 11, 2012, were
approved as presented.
2. Board of Directors Special Meeting The minutes of the Board of Directors
Minutes of December 20, 2012 Special Meeting of December 20, 2012,
were approved as presented.
3. Board of Directors Meeting Minutes of The minutes of the Board of Directors
December 20, 2012 Special Meeting of December 20, 2012,
were approved as presented.
4. Occupancy Report and payment to The Occupancy Report and payment to
Costa Mesa Disposal — December Costa Mesa Disposal for December 2012,
2012 was approved as submitted.
5. Contract Payment to CR Transfer for The Contract Payment to CR Transfer for
Recycling Services & Disposal for Recycling Services & Disposal for
December 2012 December 2012 was approved.
6. Adoption of Warrant Resolution No. This item was pulled from the Consent
CMSD 2013-06 Approving District Calendar for separate vote.
Warrant Registers
7. Directors' Compensation and The Directors' Compensation and
Reimbursement of Expenses for the Reimbursement of Expenses for the Month
Month of December 2012 of December 2012 was approved as
presented.
8. Adoption of Resolution No. 2013-827 This item was pulled from the agenda and
— Update to Records Retention tabled to the next regular Board meeting of
Schedule February 27, 2013.
END OF CONSENT CALENDAR
Director Ooten moved for approval of the Consent Calendar except for the items pulled
for a separate vote (Item Nos. 6 and 8). Director Perry seconded the motion, which
carried 3-0 with Director Scheafer absent.
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Regarding Item No. 6, General Manager Carroll indicated that he would work on listing
the Bank of America vendors by name in the warrant report.
Regarding Item No. 8, General Manager Carroll noted that this item is being pulled from
the agenda and that District Counsel Burns will be working with the Deputy District Clerk
on preparing a revised resolution and records retention program.
Director Perry moved to approve items 6 and 8. Director Ooten seconded the motion,
which carried 3-0 with Director Scheafer absent.
IX. PUBLIC HEARINGS- NONE
President Ferryman requested to begin discussions with Item 17.
X. OPERATIONS COMMITTEE
17. Tuesday, January 15, 2013, 9:30 a.m. - (Vice President Scheafer and
Director Perry)
Recommendation: That the Board of Directors accepts and files report.
General Manager Carroll provided a report on the items discussed at the Operations
Committee meeting of January 15, 2013, including the increase in diversion to 57
percent, the reported scavenging activity for the month, the receipt of three bids from
consultants to conduct the CR&R audit, and the presentation at the Senior Center for
the Household Hazardous Waste program.
Director Perry commented on the pilot program for citations of trash cans left in the
alleys.
Discussion followed regarding the current process in place for noticing residents of the
requirements to keep the trash cans out of the alleys.
There were no further questions or comments and the report was accepted.
XI. ENGINEER'S REPORTS
18. Project Status Report
Recommendation: That the Board of Directors receive and file the
report.
Mr. Hamers reported that all projects appeared to be moving along well.
There were no questions or comments and the report was received and filed.
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Director Scheafer entered the meeting at 5:55 p.m.
19. Elden Pumping Station Downspout on Incoming Gravity Line
Recommendation: That the Board of Directors directs the General Manager to
include replacement of the section of 37-year old piping and valves at the Elden
Pumping Station in the District's force main rehabilitation program and to install
the second downspout when the piping and valves are replaced.
Mr. Hamers provided information on the challenges that prevented the installation of the
second downspout at the Elden Pumping station. He informed the Board that a plan is
currently being developed to be able to achieve the downspout installation.
Discussion followed regarding a meeting with executive staff at South Coast Plaza to
institute measures with the restaurants in the area that comply with the District's
Operations Code.
There were no additional questions or comments.
Director Perry moved to direct the General Manager to include replacement of the
section of 37-year piping and valves at the Elden Pumping Station in the District's force
main rehabilitation program and to install the second downspout when the piping and
valves are replaced. Director Scheafer seconded the motion, which carried 4-0.
XII. GENERAL MANAGER/DISTRICT CLERK REPORTS
9. Set a Public Hearing Date for Wastewater Rate Adjustment
Recommendation: That the Board of Directors sets a public hearing date for
April 18, 2013 at 5:30 p.m.
General Manager Carroll provided background on the item and recommended that the
Board set a public hearing date for April 18, 2013. He indicated that if the Board
selected the recommended meeting date, that staff will mail out public hearing notices
during the week of February 4, 2013, and host a workshop on March 14, 2013 at the
Neighborhood Community Center where HF&H Consultants, LLC will present their
methodology and respond to any questions.
Discussion followed regarding the timeline of mailing the public hearing notices.
General Manager Carroll indicated that the notices would be mailed in February to
ensure that the 45 day noticing requirement is met.
Discussion followed regarding the date and time proposed for the public hearing.
Mr. Carroll noted that the public hearing would be set for April 18, 2013 at 5:30 p.m.
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Mr. Hamers indicated that he would be unable to attend the meeting on April 18 due to
a conflict in schedule. He noted that the new rate study provides exceptional detail and
that the consultant would be capable of answering any questions during the public
hearing.
There were no additional questions or comments.
Director Perry moved to set a public hearing date for Thursday, April 18, 2013 at 5:30
p.m. Director Scheafer seconded the motion, which carried 4-0.
10. Reschedule April 25, 2013 Board of Directors Regular Meeting —
Oral Report
Recommendation: That the Board of°Directors reschedules the April 25
Board of Directors regular meeting to April 18, 2013.
Mr. Carroll indicated that Director Scheafer would be out of town at the time of the
currently scheduled meeting of April 25, 2013 and recommended that the meeting date
be changed to April 18, 2013.
There were no questions or comments.
Director Perry moved to change the meeting date to April 18, 2013 at 5:30 p.m. Director
Ooten seconded the motion, which carried 4-0.
11. Adopt Ordinance No. 96 — Amending Section 3.01.030 of the
Operations Code
Recommendation: That the Board of Directors adopts Ordinance No.
96 amending the list of meetings the Board is eligible for per diem
service.
General Manager Carroll provided background on the request to amend section
3.01.030 of the Operations Code to include additional meetings to be eligible for per
diem.
Discussion followed regarding numbers 28 and 29 of section 3.01.030 in the Operations
Code.
District Counsel Burns noted that the intent of number 28 is to allow a per diem of
service when a Director attends a meeting and the District is a named party or the
subject of the meeting. He further explained item 29 requires the Director to identify how
the subject matter relates to and affects the District.
There was one public comment received on this item regarding a typographical error in
the code section number and a question regarding the Directors compensation when
representing the District as a Board member of the Orange County Sanitation District.
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Discussion followed and it was clarified that the Board member representing the District
on the OCSD Board is paid a stipend from OCSD and does not receive per diem from
the District for attending the meeting. It was also noted that if the other Directors were
attendees of the meeting then they would receive payment for per diem service from the
District.
There were no additional questions or comments.
Director Perry moved. to approve Ordinance No. 96 with the correction of the
typographical error. Director Ooten seconded the motion, which carried 4-0.
12. Mid-Year Budget Report
Recommendation: That the Board of Directors receive and file the
report.
General Manager Carroll presented the quarterly mid-year budget report. He indicated
that there was a projected surplus in the solid waste fund due to the $80,000
appropriation to fund the Door to Door Household Hazardous Waste collection program.
He added that there is a projected deficit in the liquid waste fund primarily due to the
Sewer Lateral Assistance Program (SLAP) that used more than half of the $200,000
budgeted amount within the first six months. He provided options of stopping SLAP
reimbursements or the appropriation of additional funds once the $200,000 budget has
been reached.
Director Ooten suggested that the Operations Committee receive a quarterly report on
the Sewer Lateral Assistance Program.
There were no additional questions or comments.
Members of the Board concurred to receive and file the report.
13. Establishing a Source Reduction (aka Recycling) Committee
Recommendation: That the Board of Directors considers establishing a
Source Reduction Committee.
General Manager Carroll provided information on the Board's request to consider
establishing a Source Reduction Committee in addition to the existing Operations
Committee.
Director Scheafer requested that additional workshops and study sessions between
meetings instead of creating an additional committee.
Members of the Board concurred to retain status quo and maintain the Operations
Committee.
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14. School Telephone Book Recycling Program for 2012
Recommendation: That the Board of Directors receive and file the
report.
Mr. Ochiqui provided a final report on the school telephone book recycling program. He
noted Estancia High School and Kline School would receive the grand prize of$400 and
that Kline School would receive an additional $500 for collecting between 10-20 pounds
per student. He further added that there has been a significant decrease in the number
of telephone books collected over the past four years.
Discussion followed regarding other recycling program opportunities that would be able
to either incorporate or replace the telephone book recycling program.
Director Ooten suggested that CR&R create a case study of successful and
unsuccessful recycling programs.
Director Scheafer requested that a letter be sent to the Principals of the low participating
schools and request suggestions on what would encourage greater participation.
Mr. Carroll indicated that the schools would qualify for a $300 award if the schools could
prove that a good faith effort was made to advertise the program and encourage
participation.
Director Scheafer requested the schedule for the award presentations.
There were no additional questions or comments.
Director Scheafer moved to approve the award in the amount of $7,000. Director Ooten
seconded the motion, which carried 4-0.
15. California Association of Sanitation Agencies (CASA) Dues
Recommendation: That the Board of Directors forego renewing CASA
membership in 2013.
Mr. Carroll provided information on the programs offered through CASA for the
membership rate of $12,000 and compared it to the educational opportunities available
through CSDA with the membership rate of $5,000. He recommended that the Board
not renew its membership with CASA and continue to attend the CASA conferences as
non-members.
Discussion followed regarding the use of CSDA's online trainings for staff.
Director Scheafer expressed mixed emotions about not renewing the CASA
membership and noted that CASA represents the District on a legislative level.
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There were no additional questions or comments.
Director Perry moved to forego renewing CASA membership in 2013. Director
Ooten seconded the motion, which carried 4-0.
16. General Manager Annual Performance
Recommendation: That the Board of Directors receive and file the report.
Mr. Carroll thanked the Board for the opportunity to continue to serve as General
Manager. He acknowledged and thanked staff for their hard work and dedication.
Director Ooten discussed the criteria that the General Manager was evaluated on,
including leadership, management, communication, decision making, judgment,
financial management, Member/District and other relations. He noted that he and
President Ferryman would complete the General Manager's evaluations.
Director Ooten continued to discuss the goals that were set and achieved by Mr. Carroll
and recommended entering into closed session to conclude the evaluation process and
to discuss compensation. He highlighted Mr. Carroll's innovation in regards to safety,
his focus on compliance, and the professional growth of the organization.
District Counsel Burns addressed President Ferryman and informed him of his authority
to proceed with the personnel evaluation with or without Mr. Carroll being present and to
report out the results of the evaluation. He further noted that a separate closed session
could be held to further discuss and negotiate compensation, of which the results shall
be reported out for the public's information.
Members of the Board concurred to receive and file the report.
XIII. TREASURER'S REPORTS
20. Investment Report as of December 31, 2012
Recommendation: That the Board of Directors receive and file the
report.
District Treasurer Marc Davis provided an investment report as of December 31, 2012.
Discussion followed regarding the possibility of the fiscal cliff having an effect on the
District's investments. It was noted that the fiscal cliff had no effect.
There were no additional questions or comments and the report was received and filed.
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21. Exercise Option Year 1 of Agreement for Audit Services
Recommendation: That the Board of Directors exercises the first option
year of the audit services agreement with White Nelson Diehl Evans,
LLP (WHDE) to perform the District's annual audit for year ending June
30, 2013 in the amount of $9,340.
Mr. Davis provided background on the District's contract with White Nelson Diehl
Evans for audit services.
There were no questions or comments.
Director Ooten moved to approve first option year of the audit services agreement
with White Nelson Diehl Evans, LLP (WHDE) to perform the District's annual audit
for year ending June 30, 2013 in the amount of $9,340. Director Scheafer seconded
the motion, which carried 4-0.
XIV. ATTORNEY'S REPORTS
District Counsel Burns provided a report on the Pipeline litigation.
XV. LOCAL MEETINGS
A. Orange County Sanitation District (OCSD) — (Vice President Ferryman)
President Ferryman reported on the attrition at OCSD, and noted that Jim
Herberg will assume the position of General Manager upon the retirement of
current General Manager Jim Ruth in April, 2013.
B. Santa Ana River Flood Protection Agency (SARFPA) — (Director Perry)
Director Perry reported that the SARI line will be ready to put into service at
the end of 2013.
C. Independent Special Districts of Orange County (ISDOC) — (Director
Scheafer)
Director Scheafer reported on the ethics training availability through ISDOC,
and the possibility of the District receiving a one percent refund of LAFCO
fees. He also reported on a presentation on the possibility of ISDOC making
committee available to the Grand Jury.
D. California Special Districts Association (CSDA)
There was nothing to report.
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E. California Association of Sanitation Agencies (CASA)
Director Ooten provided a report regarding the Special District Risk
Management Authority (SDRMA) presentation on assessments of force
mains. He also commented on a presentation regarding the knowledge
transfer process.
Discussion followed regarding permanent diesel engines and AQMD
regulations.
F. Other Meetings Qualifying for Reimbursement under CMSD Ordinance
No. 55, Operations Code Section 3.01.030
Director Scheafer reported on his attendance of the Water Advisory
Committee of Orange County (WACO) meeting and discussed the
presentation on the Salt and Sea. He also noted that the OC Water Summit
will be held in Anaheim on May 17, 2013.
XVI. OLD BUSINESS- None
XVII. NEW BUSINESS
22. Options for filling Board of Director Vacancy— Oral Report
Recommendation: That the Board of Directors implements one of the
following procedures as per California Government Code Section 1780:
• Fill the vacancy by appointment; or
• Call for a special election
President Ferryman noted that a special election would be expensive to hold and
felt that an appointment would appropriate.
Director Perry moved to fill the vacancy by appointment. Director Scheafer
seconded the motion, which carried 4-0.
Discussion followed regarding the criteria to be developed, including the
requirement of a candidate statement from the applicant and a detailed resume
listing the candidate's qualifications.
Mr. Carroll provided suggestions of advertising methods to publicize the application
process.
District Counsel Burns noted that the selection process would be done in open
session. He also indicated that if the Board desired to edit the content of the
proposed application form that they would need to either hold a separate meeting to
do so or authorize the President to make the adjustments.
President Ferryman suggested appointing an ad-hoc sub-committee to develop the
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candidate application requirements.
Directors Scheafer and Ooten volunteered to serve on the ad-hoc committee.
Discussion ensued regarding the screening of the applicants, scheduling of special
meetings to discuss the received applications, and options of whether or not an
interview would be necessary.
Director Scheafer suggested that the notice of acceptance of applications be
advertised in the Daily Pilot, Orange County Register, and on the District website.
General Manager Carroll confirmed that the ad-hoc committee will develop the
criteria and information that the applicants will need to be considered. The finalized
criteria will then be advertised in the Daily Pilot, Orange County Register, and the
District website.
Public comment was received by Mr. Mosher regarding the ad-hoc committee.
There were no additional questions or comments.
President Ferryman recommended that a Board of Directors Special Meeting be
held on February 4, 2013 at 9:30 a.m. to further discuss the candidate application
process.
XVIII. ORAL COMMUNICATIONS AND DIRECTOR COMMENTS
The February date for the regularly scheduled Board of Directors meeting has been
changed to Wednesday, February 27, 2013 at 5:30 P.M.
Director Scheafer commented on an article in the Daily Pilot regarding gross
inaccuracies made by a former Director.
Director Ooten also commented on the article referenced by Director Scheafer.
There were no additional questions or comments.
XIX. ADJOURNMENT TO CLOSED SESSION
23. Public Employee Performance Evaluation (Gov. Code §54957) - Title:
General Manager
Conference with Labor Negotiator (Gov. Code §54957.6)
Agency Negotiator: President Ferryman
Unrepresented Employee: General Manager
Public comment was received from Mr. Mosher on the closed session item.
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The Board of Directors adjourned into Closed Session at 7:30 P.M.
RECONVENED TO OPEN SESSION - 7:55 P.M.
President Ferryman reported that a Board of Directors Special Meeting will be held
on February 4, 2013 at 9:30 a.m. to further discuss, in closed session, the General
Manager's evaluation and compensation.
XX. ADJOURNMENT
President Ferryman adjourned the meeting at 7:57 p.m. to the next regular meeting of
the Costa Mesa Sanitary District Board of Directors on February 27, 2013at 5:30 p.m. in
the District's Board Room, 628 W. 19th Street.
Art Perry / James Ferryman
Secretary President