HomeMy WebLinkAbout02-07-24 Board Minutes1
MINUTES OF THE
BOARD OF DIRECTORS MEETINGS OF THE
OTAY WATER DISTRICT
AND
OTAY WATER DISTRICT FINANCING AUTHORITY
February 7, 2024
1.The meeting was called to order by President Lopez at 3:30 p.m.
2.ROLL CALL
Directors Present:Croucher, Keyes, Lopez and Robak
Directors Absent:Director Smith (Out of town on a prescheduled vacation)
Staff Present:General Manager Jose Martinez, General Counsel Dan Shinoff,
Chief of Engineering Michael Long, Chief Financial Officer
Joe Beachem, Chief of Administration Adolfo Segura, Chief of
Operations Andrew Jackson, Asst. Chief of Finance Kevin
Koeppen, District Secretary Tita Ramos-Krogman and others
per attached list.
3.PLEDGE OF ALLEGIANCE
4.APPROVAL OF AGENDA
A motion was made by Director Keyes, seconded by Director Croucher, and carried
with the following vote:
Ayes: Directors Croucher, Keyes, Lopez and Robak
Noes: None
Abstain: None
Absent: Director Smith
to approve the agenda.
5.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
Confidential Executive Assistance Jenny Diaz read into the record a public comment
letter from Ms. Karen Henry.
There were no other public comments to be heard.
AGENDA ITEM 4
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UCONSENT ITEM
6. 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 Croucher, seconded by Director Keyes and carried
with the following vote:
Ayes: Directors Croucher, Keyes, Lopez and Robak
Noes: None
Abstain: None
Absent: Director Smith
to approve the following consent calendar items:
a) AWARD A CONTRACT TO E SOURCE COMPANIES, LLC TO ASSIST WITH
THE PROCUREMENT OF WATER METERS AND AN AUTOMATED
METERING INFRASTRUCTURE SOLUTION IN AN AMOUNT NOT-TO-
EXCEED $126,240
b) ADOPT RESOLUTION NO. 4438 FOR THE TONY TALIA SEWER
ANNEXATION, 2067 VISTA HERMOSA WAY, EL CAJON, CA 92019, APN: 517-
112-20-00 TO THE OTAY WATER DISTRICT SEWER IMPROVEMENT
DISTRICT NO. 18
c) AUTHORIZE A PURCHASE ORDER TO MODERN CUSTOM FABRICATION,
INC. FOR THE PURCHASE OF A PRESSURE VESSEL FOR THE ROLLING
HILLS HYDROPNEUMATIC PUMP STATION IN AN AMOUNT NOT-TO-
EXCEED $270,000 (P2663)
d) AWARD AN ANNUAL AS-NEEDED PAVING SERVICES AGREEMENT TO KIRK
PAVING, INC. IN AN AMOUNT NOT-TO-EXCEED $250,000, FOR THE INITIAL
FISCAL YEAR 2025 TERM, PLUS FOUR (4) ONE-YEAR OPTION RENEWAL
TERMS, FOR A TOTAL OF $1,250,000
ACTION ITEMS
7. BOARD
a) AWARD A PROFESSIONAL ENGINEERING SERVICES AGREEMENT TO
CAROLLO TO CONDUCT A PLANNING STUDY OF THE JOINT SWEETWATER
AUTHORITY-OTAY WATER DISTRICT RECYCLED WATER INTERTIE
PROJECT IN AN AMOUNT NOT-TO-EXCEED $305,470
A motion was made by Director Robak, seconded by Director Keyes and carried with
the following vote:
Ayes: Directors Croucher, Keyes, Lopez and Robak
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Noes: None
Abstain: None
Absent: Director Smith
to approve staff’s recommendation.
U INFORMATIONAL ITEM
8. ITEMS ARE PROVIDED TO THE BOARD FOR INFORMATIONAL PURPOSES
ONLY. NO ACTION IS REQUIRED ON THE FOLLOWING AGENDA ITEM
a) PRESENTATION OF THE FISCAL YEAR 2023 ACTUARIAL VALUATION OF THE
RETIREE HEALTHCARE BENEFITS PERFORMED AS OF JUNE 30, 2023
Finance Manager of Treasury and Accounting Services Eid Fakhouri provided a
PowerPoint Presentation to the board.
Director Croucher requested previous actuarial valuation of the retiree healthcare
benefits prior to 2023. He stated that the information would help to compare current
information to previous years.
Mr. Eid Fakhouri responded to additional comments and questions from the board.
REPORTS
9. GENERAL MANAGER REPORT
General Manager Jose Martinez provided his report to the board and discussed
Committee Participation, Leak Detection Program Outreach, and a planned shutdown
on January 11, 2024, to replace a damaged two-inch water service saddle in the Otay
Mesa area. He also indicated that a board retreat is scheduled for February 21, 2024.
Chief Financial Officer Joe Beachem identified options for the district to save money,
such as expenditures that may not need to be spent and researching potential grants.
Staff responded to additional comments and questions from board members.
10. SAN DIEGO COUNTY WATER AUTHORITY UPDATE
Director Croucher stated that it was determined that CWA’s demand forecast should
continue to be completed by a third party and discussed member agencies’ issues with
CWA projections. He discussed CIP outreach, a board workshop scheduled for
February 8, 2024, MWD’s significant rate increase and its projects that are impacting
rates, and provided an update on the Rainbow MWD and Fallbrook PUD Detachment.
He indicated that Fallbrook PUD is no longer in San Diego’s jurisdictional boundary
and discussed LAFCO’s voting process with approving/not approving boundary
changes and detachments. Director Croucher noted that nominations are now open for
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the Citizens Water Academy. He responded to comments and questions from board
members.
11. DIRECTORS' REPORTS/REQUESTS
Director Croucher shared that he may recommend to LAFCO staff to attend the
Citizens Water Academy in order to get a better idea of water updates and issues.
In response to Director Croucher, Director Robak discussed the merging of the
Council of Water Utilities and the local California Special Districts Association.
Director Croucher requested to discuss the history of the Water Conservation Garden
and the Ralph W. Chapman Water Reclamation Facility at the February 21, 2024,
board retreat.
12. PRESIDENT’S REPORT
In addition to the February 21 board retreat, President Lopez requested to have
another board retreat in September 2024. He directed District Secretary Ramos-
Krogman to follow-up on mandatory certificates for board members. President Lopez
appointed himself and Director Croucher to the Ad Hoc Labor Negotiations Committee.
He also appointed himself and Director Keyes to the city of Chula Vista Interagency
Committee.
13. CLOSED SESSION
The board recessed to closed session at 4:50 p.m. to discuss the following matter:
a. CONFERENCE WITH REAL PROPERTY NEGOTIATORS Pursuant to California
Government Code §54956.8
Property: SALT CREEK GOLF COURSE
525 HUNTE PARWAY
CHULAVISTA, CA 91914
Agency negotiator: General Counsel
Under negotiation: Disposition of Property
RETURN TO OPEN SESSION
14. REPORT ON ANY ACTIONS TAKEN IN CLOSED SESSION. THE BOARD MAY
ALSO TAKE ACTION ON ANY ITEMS POSTED IN CLOSED SESSION.
The board reconvened from closed session at 5:23 p.m. and General Counsel Dan
Shinoff reported that no reportable actions were taken in closed session.
U
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UUOTAY WATER DISTRICT FINANCING AUTHORITY
15. NO MATTERS TO DISCUSS
There were no items scheduled for discussion for the Otay Water District Financing
Authority board.
16. ADJOURNMENT
With no further business to come before the Board, President Lopez adjourned the
meeting at 5:23 p.m.
President
ATTEST:
District Secretary