HomeMy WebLinkAbout10-23-2024 Board of Directors MinutesORANGE COUNTY SANITATION DISTRICT
MINUTES
BOARD OF DIRECTORS
OCTOBER 23, 2024
Board Room
Headquarters
18480 Bandilier Circle
Fountain Valley, CA 92708
(714) 593-7433
BOARD OF DIRECTORS Minutes October 23, 2024
CALL TO ORDER
A regular meeting of the Board of Directors of the Orange County Sanitation District was
called to order by Board Chairman Ryan Gallagher on Wednesday, October 23, 2024 at 6:03
p.m. in the Orange County Sanitation District Headquarters. Director Doug Chaffee delivered
the invocation and led the Pledge of Allegiance.
ROLL CALL AND DECLARATION OF QUORUM
The Clerk of the Board declared a quorum present as follows:
PRESENT:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, Robbie Pitts, David Shawver, Chad Wanke,
Bruce Whitaker, John Withers and Tom Lindsey (Alternate)
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
STAFF PRESENT: Rob Thompson, General Manager; Lorenzo Tyner, Assistant General
Manager; Jennifer Cabral, Director of Communications; Mike Dorman, Director of
Engineering; Laura Maravilla, Director of Human Resources; Riaz Moinuddin, Director of
Operations and Maintenance; Wally Ritchie, Director of Finance; Lan Wiborg, Director of
Environmental Services; Kelly Lore, Clerk of the Board; Jackie Castro; Sam Choi; Daisy
Covarrubias; Don Cutler; Thys DeVries; Martin Dix; Al Garcia; David Haug; Mark Kawamoto;
Joe Manzella; Rob Michaels; Tom Meregillano; Samir Patel; Rebecca Polcyn; Aldwin
Ramirez; Valerie Ratto; Perla Rodriguez; Kevin Work; and Ruth Zintzun were present in the
Board Room.
OTHERS PRESENT: Scott Smith, General Counsel; Laura Kalty, Special Counsel, Liebert
Cassidy Whitmore; and Jinga Gandhi were present in the Board Room. Alternate Director Art
Perry was present telephonically.
PUBLIC COMMENTS:
None.
The Clerk of the Board stated that she had received late communication regarding a
correction to the attachment of Item No. 3. The information was provided to the Directors and
made available to the public.
SPECIAL PRESENTATIONS:
1.EMPLOYEE SERVICE AWARDS 2024-3883
Originator: Kelly Lore
Chair Gallagher introduced Director of Finance Wally Ritchie and IT Manager Rob
Michaels who presented a 20-year service award to Senior Information Tech Analyst
Samir Patel.
Page 1 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
Chair Gallagher also recognized Mechanic Raul Olaiz for his 20-years of service.
20-year Service Awards
Samir Patel, Senior Information Tech Analyst - Division 250
Raul Olaiz, Mechanic - Division 820
REPORTS:
Chair Gallagher reminded the Board of Directors that a Special Board meeting for the annual
State of OC San would be held on Friday, October 25, 2024 at 11 a.m. at Mile Square Park
Golf Clubhouse.
Chair Gallagher stated that Item No. 13 ProcureAmerica was an item previously approved by
the Administration Committee in May 2024 and was included on tonight's agenda for final
action.
Chair Gallagher reported that the Directors and Alternate Directors would receive talking
points tomorrow regarding OC San activities for their use while reporting out to their councils,
boards, and community groups.
Chair Gallagher announced that next month, OC San’s Administrative Offices would be
closed on Monday, November 11 in observance of Veterans Day and on Thursday and
Friday, November 28 and 29 for the Thanksgiving holiday. He also announced that the
November Steering and Board meetings would take place a week earlier, on Wednesday,
November 20.
Chair Gallagher also reminded the Directors to turn microphones when speaking to ensure
that audio is properly captured for the live stream and recording.
General Manager Rob Thompson reported that two of OC San’s leadership development
trainings recently began with the first of three cohorts completed. Mr. Thompson stated that
the OC San Supervisor Academy completed a five-day program geared to current first- and
second-line supervisors and those who lead front-line employees. It was intended for both
new and seasoned supervisors and covered topics such as: Facilitation, Communications,
Emotional Intelligence, Decision-Making and Accountability; Time Management, Delegation,
and Goal Setting.
He further reported that an Employee & Labor Relations program for OC San Managers,
Executive Management, and Supervisors that focuses on employee and labor relations,
performance management, and due process; MOU, policies and procedures, rights, conflict,
grievances, and problem solving; disability and Family and Medical Leave Act (FMLA);
discrimination and harassment; discipline and investigations; and whistle blower and
protected employee activities is currently underway.
Mr. Thompson reported that OC San recently launched its new website. He stated that staff
underwent 10 months of development to create a site that is visually appealing, improved
navigation and mobile responsiveness, enhanced educational materials, and allows for easier
access to public information.
Page 2 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
Mr. Thompson reported that the Executive Exchange pod cast, sponsored by Isle Utilities,
was released this month. He stated a link would be sent to the Board Members with their
talking points.
Mr. Thompson provided a report on his recent presentations or meetings with the following
group regarding OC San projects: OC Water Summit, OC Waste & Recycling, Tustin City
Council Meeting, and the City of Orange. He stated that he continues to meet with the City
Managers and General Managers of OC San member agencies, and has recently met with
Seal Beach, Villa Park, Fountain Valley, Tustin, Los Alamitos, and Newport Beach. Mr.
Thompson reported that he has upcoming meetings with the city of Buena Park, the 15th
Annual Energy Event - Sustain SoCal, and a tour to Supervisor Chaffee and staff.
General Counsel Scott Smith reported that a Settlement Agreement and Stipulated Judgment
in a case brought by OC San against Bayside Village Marina LLC was approved unanimously
at the Board of Director's September meeting. The action could not be reported as final until it
was recently signed by all parties to the litigation. The Settlement Agreement is a public
document on file with the Clerk of the Board for inspection.
CONSENT CALENDAR:
2.APPROVAL OF MINUTES 2024-3882
Originator: Kelly Lore
MOVED, SECONDED, AND DULY CARRIED TO:
Approve minutes of the Regular meeting of the Board of Directors held September 25,
2024.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, Robbie Pitts, David Shawver, Chad Wanke,
Bruce Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:None
3.ORANGE COUNTY SANITATION DISTRICT’S ANNUAL REPORT FOR
FISCAL YEAR 2023-2024
2024-3876
Originator: Jennifer Cabral
MOVED, SECONDED, AND DULY CARRIED TO:
Page 3 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
Receive and file the Orange County Sanitation District’s Annual Report for Fiscal Year
2023-2024.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, Robbie Pitts, David Shawver, Chad Wanke,
Bruce Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:None
RECEIVE AND FILE:
4.COMMITTEE MEETING MINUTES 2024-3482
Originator: Kelly Lore
WITHOUT OBJECTION, ACTION TAKEN TO RECEIVE AND FILE THE FOLLOWING:
A. Minutes of the GWRS Steering Committee Meeting held July 8, 2024
B. Minutes of the Steering Committee Meeting held August 28, 2024
C. Minutes of the Operations Committee Meeting held September 4, 2024
D. Minutes of the Administration Committee Meeting held September 11, 2024
5.REPORT OF THE INVESTMENT TRANSACTIONS FOR THE MONTH
OF SEPTEMBER 2024
2024-3723
Originator: Wally Ritchie
WITHOUT OBJECTION, ACTION TAKEN TO RECEIVE AND FILE THE FOLLOWING:
Report of the Investment Transactions for the month of September 2024.
OPERATIONS COMMITTEE:
6.CENGEN COOLING WATER PIPE REPLACEMENT AT PLANT NO. 2,
PROJECT NO. FE20-04
2024-3877
Originator: Mike Dorman
MOVED, SECONDED, AND DULY CARRIED TO:
Approve a Task Order limit increase of $70,000 to the Professional Design Services
Agreement with Dudek to provide professional engineering services for CenGen
Cooling Water Pipe Replacement at Plant No. 2, Project No. FE20-04, Task Order No.
FE18-00-03-03, for a total amount not to exceed $370,000.
Page 4 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, Robbie Pitts, David Shawver, Chad Wanke,
Bruce Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:None
7.ON-CALL MAINTENANCE AND REPAIR MASTER SERVICES
CONTRACTS - SPECIFICATION NO. S-2024-1447BD
2024-3878
Originator: Riaz Moinuddin
MOVED, SECONDED, AND DULY CARRIED TO:
A. Approve Master Services Contracts to provide on-call maintenance and repair
services, Specification No. S-2024-1447BD, for a one-year period effective
December 1, 2024, through November 30, 2025, with two (2) one-year renewal
options in accordance with Ordinance No. OC SAN-61, Section 2.03(F) with the
qualified firms listed below for task order bids less than $500,000:
License A:
1. Charles King Company
2. Filanc
3. Jamison Engineering Contractors, Inc.
4. Kiewit Infrastructure West Co.
5. O’Connell Engineering & Construction, Inc.
6. Tharsos, Inc.
7. Vicon Enterprise Inc.
8. W.A. Rasic Construction Company, Inc.
License C-10:
1. Baker Electric & Renewables, LLC
2. Big Sky Electric, Inc.
3. LEED Electric, Inc.
4. Vistam, Inc.
License C-20:
1. Creative Air Mechanical Services
2. F.M. Thomas Air Conditioning, Inc.
3. Zia Degrees, Inc.
B. Authorize the General Manager, or designee, to add or delete firms as
necessary to maintain a qualified base of firms in accordance with Specification
No. S-2024 1447BD.
Page 5 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, Robbie Pitts, David Shawver, Chad Wanke,
Bruce Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:None
8.LICENSE AGREEMENT FOR CONSTRUCTION STAGING AREA AT
PLANT NO. 2
2024-3879
Originator: Mike Dorman
MOVED, SECONDED, AND DULY CARRIED TO:
Approve a Temporary, Non-Exclusive and Revocable License Agreement with the City
of Newport Beach for a construction staging area, at a cost of $10 and other
consideration; with a term commencing on June 1, 2024, and terminating upon (i) the
completion of the City Projects, or (ii) December 31, 2028; in a form approved by
General Counsel.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, Robbie Pitts, David Shawver, Chad Wanke,
Bruce Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:None
ADMINISTRATION COMMITTEE:
9.MAXIMO TO MAXIMO APPLICATION SUITE 2024-3891
Originator: Wally Ritchie
MOVED, SECONDED, AND DULY CARRIED TO:
A. Approve a Professional Services Agreement to Total Resource Management,
Inc. to upgrade Maximo to Maximo Application Suite, Specification No.
CS-2024-623BD, for a total amount not to exceed $296,441; and
B. Approve a contingency of $44,467 (15%).
Page 6 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, David Shawver, Chad Wanke, Bruce
Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:Robbie Pitts
10.PUBLIC AFFAIRS UPDATE FOR THE MONTHS OF AUGUST AND
SEPTEMBER 2024
2024-3892
Originator: Jennifer Cabral
MOVED, SECONDED, AND DULY CARRIED TO:
Receive and file the Public Affairs Update for the months of August and September
2024.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, David Shawver, Chad Wanke, Bruce
Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:Robbie Pitts
11.LEGISLATIVE AFFAIRS UPDATE FOR THE MONTHS OF AUGUST
AND SEPTEMBER 2024
2024-3893
Originator: Jennifer Cabral
MOVED, SECONDED, AND DULY CARRIED TO:
Receive and file the Legislative Affairs Update for the months of August and
September 2024.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, David Shawver, Chad Wanke, Bruce
Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
Page 7 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:Robbie Pitts
12.POSITION CHANGE REQUEST FOR FISCAL YEAR 2024-25 2024-3894
Originator: Laura Maravilla
MOVED, SECONDED, AND DULY CARRIED TO:
Approve the upgrade of one vacant Lead Facilities Worker (Salary Grade LOC66)
position to Building Maintenance Technician (Salary Grade LOC67) position for FY
2024-25.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, David Shawver, Chad Wanke, Bruce
Whitaker, John Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:Robbie Pitts
13.PROCUREAMERICA 2024-3618
Originator: Wally Ritchie
MOVED, SECONDED, AND DULY CARRIED TO:
Approve the use of ProcureAmerica to perform analysis of specific operational areas to
identify potential cost savings.
AYES:Joyce Ahn, Brad Avery, Debbie Baker, Pat Burns, Doug Chaffee, Jon
Dumitru, Stephen Faessel, Ryan Gallagher, Glenn Grandis, Farrah
Khan, Christine Marick, Scott Minikus, Jordan Nefulda, Andrew
Nguyen, Robert Ooten, David Shawver, Bruce Whitaker, John
Withers and Tom Lindsey (Alternate)
NOES:None
ABSENT:Rose Espinoza, Johnathan Ryan Hernandez, Stephanie Klopfenstein
and Schelly Sustarsic
ABSTENTIONS:Robbie Pitts
RECUSED:Chad Wanke
STEERING COMMITTEE:
None.
Page 8 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
NON-CONSENT:
None.
INFORMATION ITEMS:
None.
AB 1234 DISCLOSURE REPORTS:
Directors Pat Burns, Stephen Faessel, Bob Ooten, Dave Shawver, and Chair Gallager
provided reports on their recent attendance at various Regional Board Meetings.
Director Johnathan Ryan Hernandez arrived at the meeting at 6:22 p.m.
CLOSED SESSION:
CONVENED IN CLOSED SESSION PURSUANT TO GOVERNMENT CODE SECTION
54957.6.
The Board convened in closed session at 6:22 p.m. Confidential minutes of the Closed
Sessions have been prepared in accordance with the above Government Code Sections and
are maintained by the Clerk of the Board in the Official Book of Confidential Minutes of Board
and Committee Closed Session meetings.
CS-1 CONFERENCE WITH LABOR NEGOTIATORS - GOVERNMENT
CODE SECTION 54957.6
2024-3896
CONVENED IN CLOSED SESSION:
Designated Representatives: General Manager Robert Thompson, Assistant General
Manager Lorenzo Tyner, Director of Human Resources Laura Maravilla, and Chief
Negotiator Laura Kalty.
Employee Organizations: (3)
International Union of Operating Engineers, Local 501; Orange County Employees
Association; and the Supervisory and Professional Management Group.
RECONVENED IN REGULAR SESSION.
The Board reconvened in regular session at 6:35 p.m.
CONSIDERATION OF ACTION, IF ANY, ON MATTERS CONSIDERED IN CLOSED
SESSION:
General Counsel Scott Smith did not provide a report.
Page 9 of 10
BOARD OF DIRECTORS Minutes October 23, 2024
OTHER BUSINESS AND COMMUNICATIONS OR SUPPLEMENTAL AGENDA ITEMS, IF
ANY:
None.
BOARD OF DIRECTORS INITIATED ITEMS FOR A FUTURE MEETING:
None.
ADJOURNMENT:
At 6:36 p.m., Chair Gallagher adjourned the meeting until the Special Meeting of the Board of
Directors to be held on Friday, October 25, 2024 at 11:00 a.m. at the Mile Square Park Golf
Clubhouse.
Submitted by:
__________________
Kelly A. Lore, MMC
Clerk of the Board
Page 10 of 10