HomeMy WebLinkAbout10-04-17 Board Minutes 1
MINUTES OF THE
BOARD OF DIRECTORS MEETING OF THE
OTAY WATER DISTRICT
October 4, 2017
1. The meeting was called to order by President Robak at 3:32 p.m.
2. ROLL CALL
Directors Present: Croucher, Gastelum, Robak, Smith and Thompson
Staff Present: General Manager Mark Watton, General Counsel Daniel
Shinoff, Chief of Engineering Rod Posada, Chief Financial
Officer Joe Beachem, Chief of Administration Adolfo
Segura, Chief of Operations Pedro Porras, Asst. Chief of
Operations Jose Martinez, Assistant Chief of Finance
Kevin Koeppen, District Secretary Susan Cruz and others
per attached list.
3. PLEDGE OF ALLEGIANCE
4. APPROVAL OF AGENDA
Director Croucher made a motion to approve the agenda with an amendment to
move the Closed Session discussion up on the agenda to follow the Public
Hearing on Rates and Charges. Director Gastelum seconded the motion and it
carried with the following vote:
Ayes: Directors Croucher, Gastelum, Robak, Smith and Thompson
Noes: None
Abstain: None
Absent: None
to approve the agenda as amended above.
5. APPROVE THE MINUTES OF THE REGULAR BOARD MEETINGS OF JUNE 7,
2017 AND JULY 5, 2017
A motion was made by Director Thompson, and seconded by Director Croucher
and carried with the following vote:
Ayes: Directors Croucher, Gastelum, Robak, Smith and Thompson
Noes: None
Abstain: None
Absent: None
to approve the minutes of the regular board meetings of June 7, 2017 and July 5,
2017.
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6. PUBLIC PARTICIPATION – OPPORTUNITY FOR MEMBERS OF THE PUBLIC
TO SPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE
BOARD'S JURISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA
Mr. Larry Olds of El Cajon indicated that the District had a former
Communications Officer who would provide training through a program he called
a “Water College.” He held evening classes for customers and customers found
the classes worthwhile. He stated customers received information on where San
Diego County’s water supply comes from, how it is charged, etc. He stated that
he felt that this would be a good program to bring back.
Director Croucher indicated that he liked that concept and shared that the San
Diego County Water Authority (CWA) has a similar program called the “Citizens
Academy.” This program reviews the same information. He stated there is
another program that is specific to Home Owners’ Associations, the Conservation
Action Committee, which was started by the late Ms. Nora Jaeschke. He
indicated that he did agree that the District could provide something more local
that is specific to the Otay Water District.
PUBLIC HEARING
7. PUBLIC HEARING ON RATES AND CHARGES
THE BOARD WILL BE HOLDING A PUBLIC HEARING TO CONSIDER THE
PROPOSED RATES AND CHARGES TO BE IMPLEMENTED IN THE FISCAL
YEAR 2017-2018 OPERATING AND CAPITAL BUDGET AND TO AUTHORIZE,
FOR A PERIOD OF FIVE YEARS, THE PASS-THROUGH OF COST
INCREASES FROM WATER WHOLESALERS AND DISTRICT RATE
INCREASES NOT-TO-EXCEED 10 PERCENT ANNUALLY FOR ALL COSTS
OTHER THAN PASS-THROUGH COSTS. THE BOARD INVITES THE PUBLIC
TO PROVIDE COMMENTS ON THE PROPOSED RATES AND CHARGES.
a) APPROVE THE PROPOSED RATES AND CHARGES TO BE
IMPLEMENTED IN THE FISCAL YEAR 2017-2018 OPERATING AND
CAPITAL BUDGET; ADOPT ORDINANCE NO. 566 AMENDING
SECTION 25, CONDITIONS FOR WATER SERVICE; SECTION 38,
SERVICE FOR FIRE PROTECTION SYSTEMS, AND APPENDIX A,
SCHEDULE OF FEES OF THE DISTRICT’S CODE OF ORDINANCES;
AUTHORIZE, FOR A PERIOD OF FIVE-YEARS, THE PASS-THROUGH
OF COST INCREASES FROM WATER WHOLESALERS; AND
AUTHORIZE, FOR A PERIOD OF FIVE-YEARS, DISTRICT RATE
INCREASES NOT-TO-EXCEED 10 PERCENT ANNUALLY, FOR ALL
COSTS OTHER THAN PASS-TROUGH COSTS.
Assistant Chief of Finance Kevin Koeppen indicated that he will be presenting on
the proposed rate changes. He stated he would be reviewing the changes in the
water rate structure and hear public comments. At the close of the public hearing
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staff is requesting that the board approve Ordinance No. 566 to adopt the rate,
fee, and charge increases to water billed beginning January 1, 2018 which could
apply to usage as early as the end of December 2017; authorize for a period of
five (5) years, all future pass-through increases or decreases to cover changes to
water rates, fees and charges from the Districts suppliers; and authorize for a
period of five (5) years, overall water rate increases in addition to the pass-
through increases, not to exceed 10% per year of all costs other than pass-
through costs.
Mr. Koeppen reviewed Proposition 218 and its requirements for rate setting and
the water rate structures for both potable and recycled (please reference the
attached presentation). He noted that the District would have the third lowest
potable water rate among the 22 CWA member agencies with an average bill of
$76.49 for customers using 12 units of water a month (3/4” meter).
In response to an inquiry from Director Thompson, Mr. Tom Gould, HDR
Engineering, Inc., who performed the Cost of Service Study (COSS) indicated
that there are three components to a rate study:
1. An analysis that determines the total revenue required by the utility to
properly operate
2. Cost allocation study (COSS)
3. Rates
He stated costs are allocated on a proportional basis to the various customer
groups served by the District. He used the three tiers determined for residential
customers as an example:
Tier 1: 1 to 10 *units $3.05/unit (indoor use)
Tier 2: 11-22 units $5.44/unit (outdoor use)
Tier 3: 23 + $7.03/unit (other use)
*a unit of water is 748 gallons
Each tier is made of two types of costs:
Total flow of water on the system (75% of cost)
Capacity or peak demands on the system (25% of cost)
He indicated the peak demand is what drives the cost differences between the
tiers. The customers who create greater peak demands on the system should
pay a greater proportion of the demand related cost (capacity) of the system. He
noted that it was proposed that the first and second tiers of the former four (4) tier
residential rate schedule be collapsed into one (1) tier as it was determined there
was no significant difference in the peak use characteristics of these customers.
Staff confirmed in response to an inquiry from Director Croucher that 12 units is
the average monthly water use of the District customers.
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Director Smith indicated that the District is asking approval for the next five (5)
years, rate increases up to 10% for internal expenses. He inquired what is
projected for the next five (5) years. Assistant Chief of Finance Koeppen
indicated that the estimated increases is 4% for the next four (4) to five (5) years.
He stated the average rate increase over the last five (5) years is 5.6% and the
District notices its customers each year of the proposed rate increases. The
board, each year, needs to vote on the rate increase as part of the budget
process as well.
Mr. Koeppen noted that over the last four (4) to five (5) years, 96% of the rate
increase has been due to water supplier increases. Of the District’s 5.6%
proposed rate increase, 5.3% is due to supplier increases. Director Croucher
noted that the representatives at CWA are trying to work with the agencies and
MWD to keep cost increases to a minimum.
General Manager Watton indicated that the District was able to absorb the water
supplier increases internally through cost cutting and this is the reason a 0%
water rate increase is proposed.
In response to President Robak’s inquiry concerning why the District does not
have a conservation tier, Mr. Gould indicated that Proposition 218, a voter
initiative, requires that rates be based on cost. The District could not justify the
cost basis for the current conservation tier that is in place today. Further
impacting that tier is the reduced overall consumption over the years due to the
drought. He stated, in order for the District to comply with Proposition 218 (rates
be cost based), it had to compress the first and second tiers into one tier.
The Public Hearing was opened at 3:59 p.m. Ms. Sharon Quinn of Spring Valley
indicated that she has recently retired and is on a fixed income. She stated that
her bill has tripled over the last 13 years. She indicated that she was concerned
as, although users cut their consumption, it would not reduce their rates as
reduced consumption would decrease revenues which then would require that
rates be increased. She inquired if there are any existing plans for someone on
a limited income.
The public hearing was closed at 4:03 p.m. Director Croucher stated that Ms.
Quinn’s comments represents more than just herself. He indicated this is the
same frustration that’s being voiced with regard to cable and electricity costs and
new taxes. He stated that this is the reason this board is in place. This board
needs to assure the District has safe and reliable water supplies at a reasonable
cost for its customers. This is a difficult job and the board has continued to ask
the tough questions and to work with CWA, MWD and other areas to assure we
are operating as efficiently as possible and representing our constituents.. He
stated he does support staffs’ recommendation and acknowledges the
frustration, not just by the board, but by the people the board members
represent. He stated their concerns are not falling onto deaf ears and the board
is taking their comments into consideration.
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Director Thompson thanked staff and the consultant for their work on the rates.
He noted that two-thirds of his constituents would be receiving a rate increase,
principally, because it is a large section of the District where many are using
close to five (5) units of water per month. He indicated that some rates are going
up (small water users) and some are going down, however, customers do not
really understand the impact of the rate changes to them until they receive their
bill. He stated that he felt this is the reason that many customers are not
attending today’s meeting and he expects that he will hear from his constituents
after the rate changes are implemented. He indicated he understands the
rational of the proposed rate changes, but feels that indoor water use should be
more reasonably priced and that there was some room to have less of an impact
on conserving customers while still proposing a rate structure that is defensible.
He stated he respected the work staff has done, but he was not happy with the
outcome. He indicated he would like to see the State legislature provide for a
lifeline rate for public agencies similar to private utilities. He noted that he had
voted against the rate changes at the last board workshop and likely would be
voting against the proposed rate changes today.
Director Gastelum stated that he felt that if the conservation rate was eliminated,
water use will go up. He indicated because of this, he does feel that water rates
should go up based on the savings of the average customer. General Manager
Watton indicated that water use is up for the summer, but it is uncertain if this will
continue. It is dependent on the weather pattern (rain vs. no rain).
Director Croucher indicated that he wished staff to follow-up on Mr. Larry Olds
(speaker during public participation portion of meeting) suggestion to possibly
produce a video that explains the process of how water rates are developed and
the impact when water use/sales goes down. When use decrease, so do
revenues and the District has fixed costs and water and sewer facilities to
maintain. He suggested the video include information on what happens when
the District defers maintenance as well.
A motion was made by Director Smith, and seconded by Director Gastelum and
carried with the following vote:
Ayes: Directors Croucher, Gastelum, Robak and Smith
Noes: Director Thompson
Abstain: None
Absent: None
to approve staffs’ recommendation.
President Robak closed the public hearing at 4:18 p.m.
8. CLOSED SESSION
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The board recessed to closed session at 4:18 p.m. to discuss the following
matters:
a) CONFERENCE WITH LEGAL COUNSEL – PENDING LITIGATION
[GOVERNMENT CODE §54956.9]
BLALOCK vs. OTAY WATER DISTRICT; CASE NO. 37-2016-00013542-
CU-OR-CTL
b) CONFERENCE WITH LABOR NEGOTIATORS [GOVERNMENT CODE
§54957.6]
AGENCY DESIGNATED REPRESENTATIVES: MARK ROBAK AND TIM
SMITH
EMPLOYEE ORGANIZATION: OTAY WATER DISTRICT EMPLOYEES’
ASSOCIATION
AND
ALL REPRESENTED AND UNREPRESENTED PERSONNEL
INCLUDING MANAGEMENT AND CONFIDENTIAL EMPLOYEES
c) CONFERENCE WITH REAL PROPERTY NEGOTIATORS
[GOVERNMENT CODE §54956.8]
PROPERTY: SALT CREEK GOLF COURSE
525 HUNTE PARKWAY
CHULA VISTA, CA 91914
AGENCY NEGOTIATOR: MARK WATTON, GENERAL MANAGER
NEGOTIATING PARTIES: BILL McWETHY, PACIFIC HOSPITALITY
GROUP
UNDER NEGOTIATIONS: INSTRUCT NEGOTIATOR CONCERNING
PRICE, TERMS OF PAYMENT, OR BOTH,
FOR THE PURCHASE, SALE AND/OR
LEASE OF THE PROPERTY.
Director Croucher left at 4:30 p.m.
The board reconvened from closed session at 5:53 p.m. General Counsel Dan
Shinoff indicated that the board met in closed session and took no reportable
actions.
CONSENT CALENDAR
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9. ITEMS TO BE ACTED UPON WITHOUT DISCUSSION, UNLESS A REQUEST
IS MADE BY A MEMBER OF THE BOARD OR THE PUBLIC TO DISCUSS A
PARTICULAR ITEM:
A motion was made by Director Thompson, seconded by Director Smith and
carried with the following vote:
Ayes: Directors Gastelum, Robak, Smith and Thompson
Noes: None
Abstain: None
Absent: Director Croucher
to approve the following consent calendar items:
a) AWARD TWO (2) PROFESSIONAL AS-NEEDED ENGINEERING
DESIGN SERVICES CONTRACTS WITH NV5, INC. AND MICHAEL
BAKER INTERNATIONAL, INC., EACH IN THE AMOUNT NOT-TO-
EXCEED $600,000 DURING FISCAL YEARS 2018 AND 2019 (ENDING
JUNE 30, 2019)
b) AWARD TWO (2) AS-NEEDED GEOTECHNICAL ENGINEERING
SERVICES CONTRACTS WITH GEOCON, INC. AND NINYO & MOORE
GEOTECHNICAL AND ENVIRONMENTAL SCIENCES CONSULTANTS,
INC., EACH IN AN AMOUNT NOT-TO-EXCEED $175,000. THE TOTAL
AMOUNT OF THE TWO (2) CONTRACTS WILL NOT EXCEED $175,000
DURING FISCAL YEARS 2018, 2019, AND 2020
c) AWARD A CONSTRUCTION CONTRACT TO SIMPSON
SANDBLASTING AND SPECIAL COATINGS, INC. FOR THE 980-2
RESERVOIR INTERIOR/EXTERIOR COATINGS AND UPGRADES
PROJECT IN AN AMOUNT NOT-TO-EXCEED $1,146,327
d) ADOPT ORDINANCE NO. 565 AMENDING SECTION 31, TEMPORARY
WATER SERVICE, OF THE DISTRICT’S CODE OF ORDINANCES
ACTION ITEMS
10. BOARD
a) DISCUSSION OF 2017 BOARD MEETING CALENDAR
There were no changes to the board meeting calendar.
INFORMATIONAL ITEM
11. THE FOLLOWING ITEM IS PROVIDED TO THE BOARD FOR
INFORMATIONAL PURPOSES ONLY. NO ACTION IS REQUIRED ON THE
FOLLOWING AGENDA ITEM:
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The Board waived presentations of the following informational items.
a) BOARD OF DIRECTORS’ EXPENSES FOR FISCAL YEAR 2017
b) LEGISLATIVE UPDATE
c) FISCAL YEAR 2017 YEAR-END REPORT FOR THE DISTRICT’S
FISCAL YEARS 2015-2018 STRATEGIC PLAN
REPORTS
The board waived presentation of the following reports:
GENERAL MANAGER’S REPORT
CWA REPORT
DIRECTORS' REPORTS/REQUESTS
PRESIDENT’S REPORT
12. ADJOURNMENT
With no further business to come before the Board, President Robak adjourned
the meeting at 5:55 p.m.
___________________________________
President
ATTEST:
District Secretary
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President’s Report
Mark Robak
October 4, 2017
Board Meeting
# Date Meeting Purpose
1 1-Sep Board Agenda Briefing
Met with General Manager Watton &
General Counsel Shinoff to review items
that will be presented at September
Board Meeting.
2 5-Sep Tour of District Project with Staff Tour with District Staff of the Vista Vereda
Pipeline Project
3 6-Sep OWD Regular Board Meeting Monthly board meeting
4 7-Sep Metro JPA Meeting Monthly commission meeting
5 8-Sep SD East County Chamber First
Friday Breakfast Meeting Represented the District at the meeting
6 11-Sep WCG JPA Board Meeting Discussed WCG Operating Agreement and
Governance
7 13-Sep California Special Districts
Association (CSDA) Tour Tour of three key regional water facilities
8 14-Sep Ad Hoc Employee Negotiations
Committee Discussed labor negotiations
9 15-Sep South County Economic
Development Council (SCEDC)
Attended Economic Summit hosted by
SCEDC
10 16-Sep Committee Agenda Briefing
Met with General Manager Watton to
review items that will be presented at the
September committee meetings
11 18-Sep Ad Hoc Salt Creek Golf Course
Development Committee
Discussed terms for the purchase, sale
and/or lease of the golf course property
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12 19-Sep Finance, Administration and
Communications Committee
Reviewed items that will be presented at
the October board meeting.
13 22-Sep OWD Special Board Meeting Discussed General Manager's
Performance Review
14 25-Sep Board Agenda Briefing
Met with General Manager Watton &
Attorney Blumenfeld to review items that
will be presented at October Board
Meeting.
15 26-Sep
East County Chamber
Government Affairs &
Infrastructure Committee
Discussed water issues
16 28-Sep SCEDC SCEDC's 13th Annual South County
Elected Officials Reception
17 30-Sep YMCA Branding Event Represented District at the YMCA
Community Event