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HomeMy WebLinkAbout02.a. Hold discussion and debrief on the Board vacancy appointment processPage 1 of 47 Item 2.a. LICENTRAL SAN July 11, 2023 FROM: KATIE YOUNG, SECRETARYOF THE DISTRICT REVIEWED BY: ROGER S. BAILEY, GENERAL MANAGER SUBJECT: HOLD DISCUSSIONAND DEBRIEF ON THE BOARD VACANCY APPOINTMENT PROCESS At its July 6th meeting, the Board decided to hold a debriefing meeting to discuss the lessons learned from the selection process to fill a recent vacant seat on the Board. This item is to follow up on that request and to provide opportunities for discussions and ideas for potential future Board appointments. Board Position Paper and minutes from the most previous Board Member appointment are attached for your reference during the discussion. Strategic Plan re -In GOAL ONE: Customer and Community Strategy 1— Deliver high-quality customer service GOAL THREE: Workforce Diversity and Development Strategy 1 - Recruit from a diverse pool of qualified applicants, Strategy 4 - Foster a culture of diversity, equity, and inclusion GOAL FOUR: Governance and Fiscal Responsibility Strategy 1 - Promote and uphold ethical behavior, openness, and accessibility, Strategy 2 - Encourage and facilitate public participation GOAL SEVEN: Innovation and Agility Strategy 3 - Be adaptable, resilient, and responsive ATTACHMENTS: 1. March 9, 2023 Position Paper with backup materials 2. March 9, 2023 Minutes 3. March 16, 2023 Excerpt from Minutes 4. March 30, 2023 Minutes 5. April 4, 2023 Minutes July 11, 2023 Special Board Meeting Agenda Packet - Page 4 of 50 Page 2 of 47 6. April 6, 2023 Minutes 7. April 20, 2023 Minutes July 11, 2023 Special Board Meeting Agenda Packet - Page 5 of 50 QCs CENTRAL CONTRA COSTA SANITARY DISTRIC MEETING DATE: MARCH 9, 2023 Page 3 of 47 Page 1 of 8 ATTACHMENT 1 BOARD OF DIRECTORS POSITION PAPER SUBJECT: (AMENDED) CONSIDERATION OF, AND DIRECTION TO STAFF REGARDING OPTIONS TO FILL DISTRICT 3 VACANCY ON THE BOARD OF DIRECTORS CREATED BYTHE PASSING OF FORMER BOARD MEMBER DAVID R. WILLIAMS SUBMITTED BY: KATIE YOUNG, SECRETARY OF THE DISTRICT � 41 Roger S. Bailey Kenton L. Alm General Manager District Counsel INITIATING DEPARTMENT: SECRETARY OF THE DISTRICT ISSUE With the passing of Board Member David R. Williams, a vacancy has occurred on the Central San Board of Directors. If a vacancy occurs on the Board, State Government Code Section 1780 requires the Board of Directors, within 60 days from the commencement of the vacancy, to either fill the vacancy by appointment or call a special election. BACKGROUND I In November 2022, Board Member David R. Williams was reelected for a four-year term for District 3. On March 1, 2023, Member Williams passed away resulting in a vacancy on the Central San Board of Directors. The vacancy triggers a timing requirement for either Central San Board of Directors to appoint a new Director or call for a special election. As per statute (Attachment 1), whether the Board chooses the appointment or the election process, the person appointed or elected shall only serve through December 2024. Division 3 will be part of the November 2024 general election, with the individual elected serving a shortened, two-year term. July 11, 2023 Special Board Meeting Agenda Packet - Page 6 of 50 Page 4 of 47 Page 2 of 8 Appointment Option If the Board chooses to fill the vacancy by appointment, the vacancy must be filled within 60 days after notification of the vacancy. The person elected would fill the seat until the next general election (November 2024) through December 2024. The notice date is March 1, 2023. If the Board decides to fill the vacancy through an appointment, the appointment must be made prior to April 30, 2023. If the Board chooses to fill the vacancy by appointment staff recommends the following process and timeline: On March 10, 2023, post a notice of the vacancy for 15 days in at least three conspicuous places in the District (required by statute). Issue an official public notice, post on the District website, post at the District Headquarters and perform additional public outreach of the announcement that identifies the vacancy and the requirements to fill the term of the vacancy. A draft announcement with the minimum requirements (by statute) for an applicant to be considered for an appointment is attached as Attachment 2. • Require interested parties to submit summaries of their qualifications to District Headquarters at 5019 1 mhoff Place, Martinez, California by 5:00 p.m. on ___ T B D • At one or more Board meetings, dates to -be -determined, the Board can review applications and/or interview applicants for the open position and choose an applicant based on the review and/or interview process. Election O tp ion In lieu of making an appointment, the Board may call a special election to fill the vacancy. The person elected would fill the seat until the next general election (November 2024) through December 2024. • The election must be called within 60 days of notification or the effective date of the vacancy, whichever is later. The effective date, March 1, 2023, and therefore the election should be called by April 30, 2023. • After the election is called, the election is required to be held on the next established election date that is 130 or more days after the date the Board of Directors calls for the election. The next established election date that is 130 or more days after the April 30, 2023, is November 7, 2023. ALTERNATIVES/CONS ERATIONS Should the Board not appoint a new Board Member or hold a special election within 60 days, the Contra Costa County Board of Supervisors may appoint a person to fill the vacancy within 90 days of the date the Board of Directors is notified of the vacancy, or the Board of Supervisors may order the District to call an election to fill the vacancy. FINANCIAL IMPACTS Should the Board decide to appoint a person to fill the vacancy there could be a minimal fiscal impact by way of staff costs if it is decided that multiple candidates are to be interviewed. Should the Board decide to hold an odd year (special) election, the County Registrar of Voters estimates that the cost will be $8 to $12 per registered voter. Based on this rate, with 53,212 registered voters in District 3, the estimated cost for the election would be between $425,696 to $638,544. This would require a budget amendment. July 11, 2023 Special Board Meeting Agenda Packet - Page 7 of 50 Page 5 of 47 Page 3 of 8 COMMITTEE RECOMMENDATION This item was not reviewed by a Board Committee. RECOMMENDED BOARD ACTION. To fill the District 3 vacancy created by the passing of former Board Member David R. Williams, that the Board of Directors decide whether to: 1) Call a special election for the vacant seat; or 2) Appoint a new Board Member; and if so decided, to direct staff to commence an appointment process as may be determined by the Board. ATTACHMENTS: 1. Government Code 1780 regarding a Vacancy on the Board 2. Draft Vacancy Annoucement July 11, 2023 Special Board Meeting Agenda Packet - Page 8 of 50 Page 6 of 47 Page 4 of 8 GOVERNMENT CODE - GOV TITLE 1. GENERAL [100 - 7931.000] ( Title 1 enacted by Stats. 1943, Ch. 134. ) DIVISION 4. PUBLIC OFFICERS AND EMPLOYEES [1000 - 3599] ( Division 4 enacted by Stats. 1943, Ch. 134. ) CHAPTER 4. Resignations and Vacancies [1750 -1782] ( Chapter 4 enacted by Stats. 1943, Ch. 134. ) ARTICLE 2. Vacancies [1770 -1782] ( Article 2 added by Stats. 1943, Ch. 134. ) 1780. (a) Notwithstanding any other provision of law, a vacancy in any elective office on the governing board of a special district, other than those specified in Section 1781, shall be filled pursuant to this section. (b) The district shall notify the county elections official of the vacancy no later than 15 days after either the date on which the district board is notified of the vacancy or the effective date of the vacancy, whichever is later. (c) The remaining members of the district board may fill the vacancy either by appointment pursuant to subdivision (d) or by calling an election pursuant to subdivision (e). (d) (1) The remaining members of the district board shall make the appointment pursuant to this subdivision within 60 days after either the date on which the district board is notified of the vacancy or the effective date of the vacancy, whichever is later. The district shall post a notice of the vacancy in three or more conspicuous places in the district at least 15 days before the district board makes the appointment. The district shall notify the county elections official of the appointment no later than 15 days after the appointment. (2) If the vacancy occurs in the first half of a term of office and at least 130 days prior to the next general district election, the person appointed to fill the vacancy shall hold office until the next general district election that is scheduled 130 or more days after the date the district board is notified of the vacancy, and thereafter until the person who is elected at that election to fill the vacancy has been qualified. The person elected to fill the vacancy shall hold office for the unexpired balance of the term of office. (3) If the vacancy occurs in the first half of a term of office, but less than 130 days prior to the next general district election, or if the vacancy occurs in the second half of a term of office, the person appointed to fill the vacancy shall fill the balance of the unexpired term of office. July 11, 2023 Special Board Meeting Agenda Packet - Page 9 of 50 Page 7 of 47 Page 5 of 8 (e) (1) In lieu of making an appointment the remaining members of the board may within 60 days of the date the district board is notified of the vacancy or the effective date of the vacancy, whichever is later, call an election to fill the vacancy. (2) The election called pursuant to this subdivision shall be held on the next established election date provided in Chapter 1 (commencing with Section 1000) of Division 1 of the Elections Code that is 130 or more days after the date the district board calls the election. (f) (1) If the vacancy is not filled by the district board by appointment, or if the district board has not called for an election within 60 days of the date the district board is notified of the vacancy or the effective date of the vacancy, whichever is later, then the city council of the city in which the district is wholly located, or if the district is not wholly located within a city, the board of supervisors of the county representing the larger portion of the district area in which the election to fill the vacancy will be held, may appoint a person to fill the vacancy within 90 days of the date the district board is notified of the vacancy or the effective date of the vacancy, whichever is later, or the city council or board of supervisors may order the district to call an election to fill the vacancy. (2) The election called pursuant to this subdivision shall be held on the next established election date provided in Chapter 1 (commencing with Section 1000) of Division 1 of the Elections Code that is 130 or more days after the date the city council or board of supervisors calls the election. (g) (1) If within 90 days of the date the district board is notified of the vacancy or the effective date of the vacancy, whichever is later, the remaining members of the district board or the appropriate board of supervisors or city council have not filled the vacancy and no election has been called for, then the district board shall call an election to fill the vacancy. (2) The election called pursuant to this subdivision shall be held on the next established election date provided in Chapter 1 (commencing with Section 1000) of Division 1 of the Elections Code that is 130 or more days after the date the district board calls the election. (h) (1) Notwithstanding any other provision of this section, if the number of remaining members of the district board falls below a quorum, then at the request of the district secretary or a remaining member of the district board, the appropriate board of supervisors or the city council shall promptly appoint a person to fill the vacancy, or may call an election to fill the vacancy. (2) The board of supervisors or the city council shall only fill enough vacancies by appointment or by election to provide the district board with a quorum. (3) If the vacancy occurs in the first half of a term of office and at least 130 days prior to the next general district election, the person appointed to fill the vacancy shall hold the office until the next general district election that is scheduled 130 or more days after the date the district board is notified of the vacancy, and thereafter until the person who is elected at that election to fill the vacancy has July 11, 2023 Special Board Meeting Agenda Packet - Page 10 of 50 Page 8 of 47 Page 6 of 8 been qualified. The person elected to fill the vacancy shall hold office for the unexpired balance of the term of office. (4) If the vacancy occurs in the first half of a term of office, but less than 130 days prior to the next general district election, or if the vacancy occurs in the second half of a term of office, the person appointed to fill the vacancy shall fill the balance of the unexpired term of office. (5) The election called pursuant to this subdivision shall be held on the next established election date provided in Chapter 1 (commencing with Section 1000) of Division 1 of the Elections Code that is held 130 or more days after the date the city council or board of supervisors calls the election. (Amended by Stats. 2007, Ch. 343, Sec. 4. Effective January 1, 2008.) July 11, 2023 Special Board Meeting Agenda Packet - Page 11 of 50 Page 9 of 47 Page 7 of 8 NOTICE OF VACANCY ON CENTRAL CONTRA COSTA SANITARY DISTRICT BOARD FOR DISTRICT 3 In accordance with California Government Code Section 1780, it is hereby announced that a vacancy currently exists on the Central Contra Costa Sanitary District Board following the passing of Board Member David R. Williams. The Board of Directors is seeking interested persons in Central San's District 3 to submit applications for appointment to fill the position of Board Member for.a term of office ending after the District's next regular general election in November, 2024. Applications will be accepted until XXXXX by the Secretary of the District, Central Contra Costa Sanitary District, 5019 Imhoff Place, Martinez, CA 94553 or by email (kyoungO-centralsan.org) To be considered for the position Candidates must be: 1. 18 years old by day of appointment; 2. A citizen of the United States; 3. A registered voter; 4. Eligible to take the oath of office. 5. Applicants must be resident of the Election Division 3 of the District (map attached). Application forms are available on our District website at www.centralsan.org or by emailing the Secretary of the District (kyoung0-centralsan.org). The appointed individual must, upon appointment, complete and file an Economic Interest Statement as required by law. The Board of Directors is the governing body of Central San and derives its authority from that portion of the Health and Safety Code known as the Sanitary District Act of 1923 (Sections 6400-6830). Central Contra Costa Sanitary District (Central San) was formed in 1946 under this Act and has provided wastewater services within its service boundaries since that time. More information is available on our services on our District website at www.centralsan.org July 11, 2023 Special Board Meeting Agenda Packet - Page 12 of 50 Page 10 of 47 Page 8 of 8 f�, Director Division Boundary Ma ' Map Date: 1212112022 July 11, 2023 Special Board Meeting Agenda Packet -Page 13 of 50 14artinez Division Election Year 1 2024 Concord 2 2026 1 3 2026 4 2024 Hill 5 2024 Walnut Creek 3 Lafayette 2. Moraga 4 Director Term 5 Hockett 2020-2024 San Ramon Lauritzen 2020-2024 McGill 2022-2026 Pilecki 2020-2024 Williams 2022-2026 H 0 4 Mites July 11, 2023 Special Board Meeting Agenda Packet -Page 13 of 50 110ENTRAL SAN MINUTES* SPECIAL BOARD MEETING Board Room Thursday, March 9, 2023 9:30 a.m. Open Session — Board Room_ (Video recorded) ROLL CALL Page 11 of 47 ATTACHMENT 2 BOARD OF DIRECTORS: BARBARA D. HOCKETT President MARIAHN. LAURITZEN President Pro Tem MICHAEL R. MCGILL TAD J. PILECKI DAVID R. WILLIAMS A special meeting of the Board of Directors was called to order by President Hockett at 9:30 a.m. Secretary of the District Katie Young called roll. PRESENT.• Members: Lauritzen, Pilecki, McGill, Hockett ABSENT: None PLEDGE OF ALLEGIANCE The Board, staff and audience joined in the Pledge of Allegiance. PUBLIC COMMENT PERIOD 1) Development Services Supervisor Paul Kelly announced that he would be officially retirement on March 10 and addressed the Board thanking them for his 39 years of service at the District. He also thanked General Manager Roger Bailey and his manager Provisional Director of Engineering Danea Gemmell for being superior bosses. The entire Board wished Mr. Kelly a successful retirement and thanked him for all of his years of service to the District. 2) Walnut Creek resident Mona Gupta addressed the Board and expressed her interest in the vacant District 3 Board Member seat. She provided a summary of her background, education, and interests in the position including the desire to promote further use of recycled water. These summary minutes are supplemented by a corresponding video recording available on the District's website at centralsan.org. Book 71— Page 37 July 11, 2023 Special Board Meeting Agenda Packet - Page 14 of 50 Page 12 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 9, 2023 Special Board Meeting Minutes — Book 71 -Page 38 3) Walnut Creek resident Jim Nejedly addressed the Board and stated his desire to return to the Board for the vacant District 3 seat and his value being a former Board Member and history with the District. BOARD ACTION ITEMS Consideration of, and direction to staff regarding options to fill a District 3 vacancy on the Board of Directors created by the passing of former Board Member David R. Williams President Hockett provided a brief summary of the items needing to be addressed by the Board in the Position Paper included in the agenda materials. in response to a question posed by Member McGill, District Counsel Kent Alm provided the Board with the reasoning behind the vacant seat only being appointed for a limited term until the next general election in 2024. Ms. Young advised that after speaking with the County Elections Department, the appointed Board Member would serve for two years, having to run for a short-term election (two years) in 2024 and returning to the regular cycle (four-year term) when running in 2026. Member McGill inquired about a potential third option should the Board choose not to appoint or run a special election. Mr. Alm advised that the County Board of Supervisors would either appoint or require the District to have a special election. Mr. Alm reminded the Board that according to the statute, the announcement must be posted for 15 days, and no action can be taken prior to that time. He also advised the Board that all the appointments, interviews, and deliberation process of the position will have to be in open session as elected officials do not apply under the personnel closed session items. BOARD ACTION: Motion was made by Member McGill and seconded by Member Lauritzen to appoint a new Board Member through an application and interview process. Motion passed by unanimous roll call vote. The Board deliberated several dates and came to a general consensus on the following schedule: • March 10 — Official posting of Vacancy Announcement (must be posted for 15 days) • March 16, 2:30 p.m. — Regular Board Meeting — discuss interview questions for potential candidates • March 27 by 5 p.m. — Applications due to Secretary of the District • March 28 — Applications provided to the Board and in agenda packet • March 30, 2:30 p.m. — Special Board Meeting to review initial applications. o Should there by only 2-3 applications, this date could potentially be an interview date for candidates. July 11, 2023 Special Board Meeting Agenda Packet - Page 15 of 50 Page 13 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 9, 2023 Special Board Meeting Minutes — Book 71 -Page 39 • April 4, 1:30 p.m. — Special Board Meeting for potential interviews. • April 6, 2:30 p.m. —Regular Board Meeting for interviews or deliberation. • April 11, 9:30 a.m. —Special Board Meeting for deliberation if needed. Regarding the interview questions, the Board concurred to send individual questions the e General Manager who will compile a list for further discussion at the next regular schedule Board meeting on March 16. Ms. Young read through potential application questions and the Board provided staff with feedback. There was a discussion regarding adding questions about a candidates potential Conflicts of Interest within the District. Suggestion of using the County's verbiage regarding these questions was agreed upon. ANNOUNCEMENTS None. ADJOURNMENT The meeting was adjourned at 10:34 a.m. A4 /& ,, -/� Barbara D. Hockett President of the Board of Directors Central Contra Costa Sanitary District County of Contra Costa, State of California COUNTERSIGNED: Katie Young Secretary of the District Central Contra Costa Sanitary District County of Contra Costa, State of California July 11, 2023 Special Board Meeting Agenda Packet - Page 16 of 50 Page 14 of 47 ATTACHMENT 3 Excerat from March 16. 2023 Minutes 12. Board Members — Other Items a. Hold a discuss to develop interview and process and assign subject categories to Board Members for the District 3 Board Member applicants General Manager Roger S. Bailey introduced this discussion topic. He explained it was not clear whether it was the Board's intention to publicly disclose the proposed questions submitted to him separately by the Board Members. Therefore, staff provided topic categorizations, based on the questions submitted, for discussion at this meeting. Member McGill asked District Counsel Kenton Alm for clarification on the public discussion of the seat vacancy if Board Members are not considered employees, and whether American with Disabilities Act (ADA) rules apply. Mr. Alm responded that for purposes of a closed session discussion, it was not allowable; however, Board Members are considered employees by way of provided benefits. Moreover, regardless of employee determination status, all applicable ADA requirements must be followed. An in-depth discussion followed regarding public disclosure of proposed interview questions. Members McGill and Lauritzen were similar in opinion to provide a list of questions in advance with the ability to ask additional questions during the interviews. Member Pilecki did not concur and leaned towards a focus on topic category assignments, with prepared follow-up questions within those categories specified. He opined the candidate could prepare their responses based on the topic rather than specific questions to gain an insight on their views. Mr. Alm advised that the Board should have the same set base of questions for each candidate; however, as to any time constraints for questions, it may depend on the actual number of applications received. President Hockett offered that candidates will also be completing application questions that will provide some early insight of their individual positions. Her initial suggestion was to provide three minutes per question and answer. President Hockett provided separate options of the proposed categories listed in the agenda memorandum and suggested dividing those categories into the following four overarching topics that each Board Member could be assigned to lead: Personal; Fiscal; Policy; and Environment. July 11, 2023 Special Board Meeting Agenda Packet - Page 17 of 50 Page 15 of 47 ATTACHMENT 3 Further discussion ensued regarding the topics and the availability of interview questions. Member Pilecki suggested moving forward with the four subjects provided by President Hockett and each Board Member could work with the General Manager to develop their specific questions. The Board selected their preferred focused areas: 1) Member Lauritzen - Environment 2) Member McGill - Policy 3) Member Pilecki - Fiscal 4) President Hockett — Personal Mr. Alm advised that should the pre -proposed interview questions be released to the Board Members, they would also need to be provided to the public. Member McGill stated the questions may be a guide and not necessarily the final questions. After further discussion, Mr. Alm requested a vote as an agreement to the process, which was handled in four separate motions. Board Member Topic Assignments: BOARD ACTION: Motion was made by Member McGill and seconded by Member Lauritzen to use the four topics provided by President Hockett and selected by each Board Member, as listed above. Motion passed by unanimous roll call vote. Formation of Interview Questions: BOARD ACTION: Motion was made by Member Lauritzen and seconded by Member Pilecki to share individual topic questions with the General Manager so that no question is duplicated and remains confidential. Motion passed by the following roll call vote: AYES: Members: Lauritzen, Pilecki, Hockett NOES: Member McGill Release of pre -proposed interview questions already provided by the Board Members: BOARD ACTION: Motion was made by Member McGill and seconded by Member Lauritzen to release the compilation of pre -proposed interview questions submitted by the Board Members to the Board Members and public. Motion passed by the following roll call vote: AYES: Members: Lauritzen, Member McGill, Member Pilecki NOES: Member Hocket July 11, 2023 Special Board Meeting Agenda Packet - Page 18 of 50 Page 16 of 47 ATTACHMENT 3 Mr. Alm requested clarification of the manner to release the questions, whether immediately or with the applications in the next agenda packet. Member Lauritzen requested receipt this evening; consensus was to receive sooner than later. Member McGill clarified that final questions to be asked during the interviews would not be released, to which Mr. Bailey confirmed. July 11, 2023 Special Board Meeting Agenda Packet - Page 19 of 50 Page 17 of 47 ATTACHMENT 3 Next special Board Meeting on March 30, 2023, and Interview Schedule based on Applications received: BOARD ACTION: Motion was made and clarified by Member McGill; seconded by Member Lauritzen that should three or fewer applications be received, interviews would be conducted on March 30; more than three applications received then would be reviewed on March 30 and narrowed down to a number to be determined (based on applications) for interviews to be conducted at the April 4, 2023 special Board meeting. Motion passed by unanimous roll call vote. July 11, 2023 Special Board Meeting Agenda Packet - Page 20 of 50 LCENTRAL SAN MINUTES* SPECIAL BOARD MEETING Board Room Thursday, March 30, 2023 2:30 p.m. _Open Session - Board Room (Video recorded) ROLL CALL Page 18 of 47 ATTACHMENT 4 BOARD OF DIRECTORS - BARBARA D. HOCKETT President MARIAHN. LAURITZEN President Pro Tern MICHAEL R. MCGILL TAD J. PILECKI DIVISION 3 - VACANT A special meeting of the Board of Directors was called to order by President Hockett at 2:30 p.m. Secretary of the District Katie Young called roll: PRESENT. Members: Lauritzen, McGill, Pilecki, Hockett ABSENT: Members: None DGE OF ALLEGIANCE The Board, staff and audience joined in the Pledge of Allegiance. PUBLIC COMMENT PERIOD No comments. DIVISION 3 BOARD MEMBER SEAT VACANCY 1. Hold discussion regarding next steps and finalize the April 4, 2023 interview process and schedule for the Division 3 Board Member seat vacancy President Hockett announced there were twelve candidates for the vacancy and thanked all those that applied and their interest to serve the District. She addressed the Board on the task at hand and to keep an open mind of this opportunity to enhance the diversity and depth of the Board with a candidate to represent the customers. These summary minutes are supplemented by a corresponding video recording available on the District's website at centralsan.org. Book 79 - Page 49 July 11, 2023 Special Board Meeting Agenda Packet - Page 21 of 50 Page 19 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes — Book 71 -Page 50 Member McGill inquired how many votes it would take to appoint a candidate. District Counsel Kent Alm responded three votes. Member Lauritzen requested a future agenda item be added regarding the addition of a note to future appointment applications regarding not being disqualified for a felony. She suggested making a policy on this. There was consensus from all Board Members on adding a future agenda item. Moving forward with the agenda, President Hockett suggested discussion and a motion occur for all ten items included in this agenda item memorandum. 1.a. Decide whether interviews will be conducted with all applicants on April 4, 2023 or screen the list of applicants at the March 30 meeting and limit the number of interviews on April 4. Member Pilecki opined that it would be unrealistic to think the Board could do an adequate job interviewing all twelve applicants and suggested limiting the number of applicants to interview. There was a discussion regarding the number of applicants and how the Board Members would like to screen the application. There was discussion of an additional step after the initial interview to screen applicants by having an informal reception. BOARD ACTION: Motion was made by Member Pilecki to narrow down the interview list to a manageable number and if the Board is indecisive about the top two candidates, a second interview will occur as part of April 6 Board Meeting. Member Pilecki amended his above motion to include that the interviews will be conducted on the same day. The amended motion was seconded by Member Lauritzen. Motion passed by the following vote: AYES: Members: Lauritzen, McGill, Pilecki NOES: Members: Hockett 1.b. Should the Board choose to limit the number of interviews, then the Board would need to determine a process for screening applications at the March 30 meeting and complete the screening and ranking Motion was made by Member Pilecki, seconded by Member Lauritzen to allow each Board Member to use their own criteria to rank the candidates based off the written applications. General Manager Roger S. Bailey advised for the benefit of the public, staff could review the summary of applications and resumes, included in the agenda materials, and the Board could rank the candidates based off that information. Member Pilecki withdrew his motion. July 11, 2023 Special Board Meeting Agenda Packet - Page 22 of 50 Page 20 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes — Book 79 -Page 59 BOARD ACTION: Motion was made by Member Lauritzen, seconded by Member Pilecki to read the summary included in the agenda materials of the candidates experience and education. Motion passed by unanimous roll call vote. Ms. Young read aloud the entire summary of applications spreadsheet. Discussion continued regarding the candidates and the members provided their preferred short list. Member McGill provided his top four candidates: Thomas Beatty, Kathleen Odne, Scott Rafferty, and Mona Gupta. Member Lauritzen provided her top six candidates: Mona Gupta, Florence Wedington, Kathleen Odne, Scott Rafferty, Thomas Beatty, and Robert Kelso. Member Pilecki provided his top six candidates, in the order received: Jim Nejedly, Kathleen Odne, Scott Rafferty, Paul Causey, Florence Wedington, and Robert Kelso. President Hockett provided her top five candidates: Jim Nejedly, Kathleen Odne, Florence Wedington, Mona Gupta, and Chris Tina Spillett. The names receiving the highest number of common votes were: Kathleen Odne (4), Florence Wedington (3), Mona Gupta (3), and Scott Rafferty (3). BOARD ACTION: Motion was made by Member McGill, seconded by President Hockett to interview the top four candidates in common of the Board Members. Discussion ensued. Member Pilecki opposed and advocated that Mr. Nejedly and Mr. Causey be included in the top candidates as both were prior elected Board Members and that it would be a disservice to them to not to be a part of the process. He spoke about criteria that should be considered, including civic commitment, employment relations, diversity, equity and inclusion, and other subject matters. Member McGill called for a point -of -order as he opined the discussion was being argued outside of the motion. Mr. Alm stated that Member Pilecki's comments were an argument against the motion on the floor and were appropriate to be heard. Member Pilecki continued to express his firm position to not limit the interviews to four candidates but to have six candidates. July 11, 2023 Special Board Meeting Agenda Packet - Page 23 of 50 Page 21 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes — Book 79 -Page 52 Motion passed by the following roll call vote: AYES: Members: Lauritzen, McGill, Hockett NOES: Members: Pilecki ABSTAIN: Members: None For the benefit of the public, Mr. Bailey reconfirmed the final four candidates to move forward with an interview. Kathleen Odne, Scott Rafferty, Mona Gupta, and Florence Wedington. 2. Confirm the number of questions to ask each applicant per Board Member (e.g., two or fewer) BOARD ACTION: Motion was made by Member McGill, seconded by Member Lauritzen to allow each Board Member to ask two questions in the assigned areas. Motion passed by unanimous roll call vote. BOARD ACTION: Motion was made by Member McGill, seconded by Member Pilecki to allow Board Members to ask follow-up questions if time allows. Motion passed by unanimous roll call vote. 3. Set a time limit for response to each question per candidate (e.g., three -minutes per response). BOARD ACTION: Motion was made by Member Lauritzen, seconded by Member McGill to allow five minutes per question with five minutes left to spill over (45 minutes total per interview). Motion passed by unanimous roll call vote. Mr. Alm asked for clarification on the five minutes and if a clock was going to be set. President Hockett stated that she believes it would be an overall timeframe and not be necessarily that rigid. Member Lauritzen agreed and stated that the goal would be to answer each question in five minutes, and to conclude the overall interview within 45 minutes. BOARD ACTION: Motion was made by Member McGill, seconded by Member Lauritzen to have a clock set at five minutes with recognition that the Board President has the discretion to allow more time to answer a question. Discussion ensued. Member Pilecki stated to provide a 45 -minute window rather regulate to hard level of detail and allow the candidate to manage their interview time so they could answer in more detail in areas of their interest. July 11, 2023 Special Board Meeting Agenda Packet - Page 24 of 50 Page 22 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes - Book 71 -Page 53 Motion failed by the following vote: AYES: Members: Lauritzen NOES: Members: McGill, Pilecki ABSTAIN: Members: Hockett 4. Set a cap to the total length of each interview, regardless of all questions posed (e.g., 30 -minutes per candidate). Item 4 was decided with Item 3 above as 45 minutes per interview. 5. Determine the order in which the candidates will be scheduled (e.g., order in which application was received, alphabetical order, or by a random draw). BOARD ACTION: Motion was made by Member Pilecki, seconded by Member McGill to determine the order of candidate interviews by random draw. Member Lauritzen requested flexibility in case the candidate needs a specific scheduled time. Member Pilecki stated that the names would be placed in a hat and the first candidate's name picked receives their first choice of interview times. Motion passed by unanimous roll call vote. 6. In order to be equitable, decide if all of the candidates need to be in attendance at the start of the meeting on April 4 and sit in the Multi -Purpose Room with no live - stream option or release the final interview questions to all interview candidates and allow each candidate to arrive at a suggested time for their scheduled interview. BOARD ACTION: Motion was made by Member McGill, seconded by Member Lauritzen to allow the candidates to listen to or be present during other candidate interviews. Motion passed by the following roll call vote: AYES: Members: Hockett, Lauritzen, McGill NOES: Members: None ABSTAIN: Members: Pilecki 7. If a candidate is unable to make the scheduled interview date/time, determine how to proceed. Member Pilecki inquired what the employee policy was should a candidate be unable to make a job interview. Human Resources and Organizational Manager Teji O'Malley advised that they would be disqualified. BOARD ACTION: Motion was made by Member Pilecki, seconded by Member McGill that should a candidate be unable to make an interview on April 4 they would be disqualified. July 11, 2023 Special Board Meeting Agenda Packet - Page 25 of 50 Page 23 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes - Book 71 -Page 54 Member Lauritzen asked for a modification to the motion, allowing for the candidate to interview on Thursday, April 6 should they be unable to make April 4. Member Pilecki denied the request to amend the motion. Motion passed by the following vote: AYES: Members: Hockett, McGill, Pilecki NOES: Members: Lauritzen ABSTAIN: Members: None 8. Determine whether a follow up/second interviews are necessary for the agreed upon top candidates. BOARD ACTION: Motion made by Member McGill, seconded by President Hockett that the possibility of second interviews, if necessary, will be conducted on April 6 to be decided on April 4. Motion passed by unanimous roll call vote. 9. Decide on whether a forced -ranking grading mechanism for ranking candidates is preferred BOARD ACTION: Motion was made by Member McGill, seconded by Member Pilecki to not use a forced -ranking mechanism for ranking the candidates. Member Lauritzen stated she was not opposed to the motion but was unsure of the alternative method. Member Pilecki stated that the individual Board Members could choose whatever method of ranking they would like. President Hockett inquired if the Board could go into closed session to discuss the candidates. Mr. Alm responded no, there was no provision in the Brown Act for a closed session on that basis. Motion passed by unanimous roll -call vote. 10. Determine the process to be taken in case of a tie -vote. BOARD ACTION: Motion was made by Member Lauritzen, seconded by Member Pilecki that should there be a tie -vote, a social with candidates and/or follow up interviews will occur on April 6. Motion passed by unanimous roll -call vote. Mr. Bailey requested the candidates' names be selected today for order of interview time choice. July 11, 2023 Special Board Meeting Agenda Packet - Page 26 of 50 Page 24 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes — Book 71 -Page 55 Director of Administration and Finance Philip Leiber randomly pulled the final four candidate names in the following order Florence Wedington Kathleen Odne Scott Rafferty Mona Gupta The Board Members discussed the scheduled times of interviews. BOARD ACTION: Motion was made by Member Pilecki, seconded by Member McGill to set the interview schedule for the following: First Interview: 10:00 a.m. Second Interview: 11:00 a.m. Lunch Third Interview: 1:00 p.m. Fourth Interview: 2:00 p.m. Deliberation: 3:00-5:00 p.m. Motion passed by unanimous roll -call vote. 2. Receive and consider applications received for the Division 3 Board Member seat vacancy BOARD ACTION: Received candidate applications. ANNOUNCEMENTS None. ADJOURNMENT The meeting was adjourned at 4:03 p.m. Barbara D. Hockett President of the Board of Directors Central Contra Costa Sanitary District County of Contra Costa, State of California July 11, 2023 Special Board Meeting Agenda Packet - Page 27 of 50 Page 25 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT March 30, 2023 Special Board Meeting Minutes — Book 71 -Page 56 COUNTERSIGNED: Katie Young(,/ Secretary of the District Central Contra Costa Sanitary District County of Contra Costa, State of California July 11, 2023 Special Board Meeting Agenda Packet - Page 28 of 50 110ENTRAL SAN MINUTES* SPECIAL BOARD MEETING Board Room Tuesday, April 4, 2023 10:00 a.m. Open Session - Board Room (Video recorded) ROLL CALL Page 26 of 47 ATTACHMENT 5 BOARD OFDIRECTORS: BARBARA D. HOCKETT President MARIAHN. LAURiTZEN President Pro Tem MICHAEL R. MCGILL TAD J. PILECKI DIVISION 3 - VACANT A special meeting of the Board of Directors was called to order by President Hockett at 10:00 a.m. Secretary of the District Katie Young called roll: PRESENT. • Members: Lauritzen, McGill, Pilecki, Hockett ABSENT: Members: None PLEDGE OF ALLEGIANCE The Board, staff and audience joined in the Pledge of Allegiance. PUBLIC COMMENT PERIOD Ms. Young read a public comment received electronically from Bethallyn Black, Professor Diablo Valley College, providing a letter of support for District 3 candidate Mona Gupta. AMENDMENT TO AGENDA Ms. Young advised the Board that an issue was brought to her attention regarding a District 3 candidate, Scott Rafferty, unable to participate in person due to an illness. BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to amend the agenda for April 4, 2023, to include a discussion item regarding allowing Mr. Rafferty to participate virtually for his interview. Motion passed by unanimous roll call vote. These summary minutes are supplemented by a corresponding video recording available on the District's website at centralsan.org. Book 71 - Page 57 July 11, 2023 Special Board Meeting Agenda Packet - Page 29 of 50 Page 27 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 4, 2023 Special Board Meeting Minutes — Book 79 -Page 58 VIRTUAL INTERVIEW PARTICIPATION BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to allow the District 3 candidate interview at 1:00 p.m. for Scott Rafferty to be conducted virtually due to an illness. Discussion ensued. Member McGill stated that although at the previous Board Meeting on March 30, the Board voted that a person unable to attend an interview on April 4 would be disqualified, this circumstance of being exposed to COVID-19 is a different circumstance and he was in support of the motion. Motion passed by unanimous roll call vote. DIVISION 3 BOARD MEMBER SEAT VACANCY 1. Conduct candidate interviews for Division 3 Board Member seat vacancy President Hockett introduced Item 1 and advised that each applicant would be allotted 45 minutes to answer eight questions from the Board Members. Member McGill asked questions regarding policy, Member Lauritzen asked questions focused on the environment, Member Pilecki asked questions on finance, and President Hockett focused on personal questions. At 10:08 a.m. President Hockett welcomed Ms. Mona Gupta and advised her of the interview process. Ms. Gupta responded to questions from the Board. After the last question, Ms. Gupta stated that she believes she represents the younger people, has a different skill set than other Board Members and, with her passion and new perspectives on the future, she believes she would be a great candidate for the Board. President Hockett thanked Ms. Gupta for her interest in the Division 3 Board seat and she was dismissed. At this time, the Board took a 15 -minute recess. President Hockett inquired if there were any additional public comments received during the meeting. Ms. Young responded that there were none. At 11:00 a.m. President Hockett welcomed Ms. Kathleen Odne and advised her of the interview process. Ms. Odne responded to questions from the Board. After the last question, Ms. Odne stated that she is interested in four priorities at the District including: replacing aging infrastructure, maintaining strong relationships with the employee base, developing and demonstrating value and innovation to the rate payers, and to be mindful of cyber security and the necessary investments to keep computerized systems safe. President Hockett thanked Ms. Odne for her interest in the Division 3 Board seat and she was dismissed. At this time, the Board took an hour recess for lunch. July 11, 2023 Special Board Meeting Agenda Packet - Page 30 of 50 Page 28 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 4, 2023 Special Board Meeting Minutes — Book 71 -Page 59 The meeting reconvened at 1:00 p.m. and President Hockett inquired if there were any additional public comments received during the meeting. Ms. Young responded that there were none. Shortly thereafter, President Hockett welcomed Mr. Scott Rafferty and advised him of the interview process. Member McGill noted that Mr. Rafferty had alerted him that he wasn't feeling great but wanted to proceed with the interview in order to not be disqualified. Mr. Rafferty responded to questions from the Board. Throughout the interview, he emphasized his commitment to and experience with various civil rights causes. After the last question, Mr. Rafferty stated that he brings skillset diversity being a lawyer and is an avid numbers cruncher, the fact that assesses public policy issues with numbers and sees those as both strong skills to bring to the Board and he has a demonstrated commitment to social justice and diversity issues. President Hockett thanked Mr. Rafferty for his interest in the Division 3 Board seat and he was dismissed. At this time, the Board took a 15 -minute recess. The meeting reconvened at 2:00 p.m., President Hockett inquired if there were any additional public comments received during the meeting. Ms. Young read two public comments received electronically from Claire Carter, resident of Rossmoor, and Shirley Krohn, resident of Walnut Creek, expressing their support for the candidacy of Florence Wedington for a seat on the Board of Directors. After the public comments were read into the record, President Hockett welcomed Ms. Florence Wedington and advised her of the interview process. Ms. Wedington responded to questions from the Board, in addition to several follow-up questions posed regarding any potential conflict of interest due to her employment with a sister agency. After the last question, Ms. Wedington thanked the Board for the opportunity to interview and stated that she is a big supporter of Central San and believes it is a well-run District. Secondly, she believes she is a great candidate because she has strong relationships within the Division 3 area, with councilmembers, the Golden Rain Foundation, Rossmoor and other residents, and has extensive experience in the industry. She stated that she understands Central San's processes and is aware there are big decisions to be made in the near future for infrastructure and with her industry background she could hit the ground running. President Hockett thanked Ms. Wedington for her interest in the Division 3 Board seat and she was dismissed. After the final interview, the Board took a 10 -minute recess. At approximately 2:45 p.m., President Hockett provided an overview of the next step in the process and each available option; she opened the floor for each Board Member to provide their feedback on the candidate interviews. Member McGill suggested the Board try to appoint a new member today. President Hockett stated the Board hold a discussion regarding the candidates prior July 11, 2023 Special Board Meeting Agenda Packet - Page 31 of 50 Page 29 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 4, 2023 Special Board Meeting Minutes — Book 71 -Page 60 to placing a motion on table. The Board Members provided their individual opinions of the candidates and provided their top choices. Member Lauritzen defined her selection criteria which included the areas of personal values -environmental commitment, diversity and inclusion, and experience. As it pertained to environmental commitment, her top candidates were Mona Gupta and Florence Wedington; Scott Rafferty for diversity, and finally Kathleen Odne based on experience. Member McGill provided both positive and negative opinions on the four candidates, and reasons of non-support for three of the candidates. He stated Mona Gupta was his number one choice. Member Pilecki stated each candidate impressed him in different ways and spoke of the skills each would bring to the Board. He stated Kathleen Odne was his first choice, Florence Wedington as a second viable candidate, and shared his concerns regarding the other two candidates. Member Lauritzen revisited her selection, and stated agreement with Member McGill as this appointment being a passing of the baton and reaffirmed her order of selection as Mona Gupta as her first choice, followed by Ms. Wedington, Mr. Rafferty, and Ms. Odne. In response to President Hockett's question to confirm his preference, Member McGill responded it was Ms. Gupta. President Hockett stated that given the deliberation, her candidate would be Mona Gupta as she has the potential to learn and grow in the industry. BOARD ACTION: Motion was made by Member McGill and seconded by Member Lauritzen to appoint Mona Gupta as the Division 3 Board Member. Member Pilecki advised that he normally would vote no, as Ms. Gupta was not his top candidate, but would prefer the vote be unanimous so he would vote with his fellow Board Members. Motion passed by unanimous roll call vote. ANNOUNCEMENTS None. July 11, 2023 Special Board Meeting Agenda Packet - Page 32 of 50 Page 30 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 4, 2023 Special Board Meeting Minutes — Book 71 -Page 61 ADJOURNMENT The meeting was adjourned at 3:09 p.m. � r�r Barbara D. Hockett President of the Board of Directors Central Contra Costa Sanitary District County of Contra Costa, State of California COUNTERSIGNED: KatWe Youft Scretarry the Pstrict Centra! Contra Costa Sanitary District County of Contra Costa, State of California July 11, 2023 Special Board Meeting Agenda Packet - Page 33 of 50 )ICENTRAL SAN MINUTES* REGULAR BOARD MEETING Board Room Thursday, April 6, 2023 2:30 p.m. Open Session — Board Room (Video recorded) ROLL CALL Page 31 of 47 ATTACHMENT 6 BOARD OF DIRECTORS: BARBARA D. HOCKETT President MARiAHN. LAURITZEN President Pro Tent MICHAEL R. MCGILL TAD J PILECKI DIVISION 3 - VACANT A regular meeting of the Board of Directors was called to order by President Hockett at 2:30 p.m. Secretary of the District Katie Young called roll: PRESENT. Members: McGill, Pilecki, Hockett ABSENT., Members: Lauritzen PLEDGE OF ALLEGIANCE The Board, staff and audience joined in the Pledge of Allegiance. INTRODUCTIONS None. PUBLIC COMMENT PERIOD Ms. Debbie Toth addressed the Board expressing her significant disappointment in the Division 3 vacancy interviews that occurred on April 4. She acknowledged the merits of past Board Member David Williams and stated that the process was a disservice to his legacy. She stated the language used during the interview was racist and ageist. Ms. Toth asked that the Board 1) revisit the Board Member appointment process and 2) receive diversity, equity, and inclusion training. Ms. Florence Wedington read a statement also regarding the recent appointment process and provided critical feedback of the Division 3 vacancy interviews. Regarding the question These summary minutes are supplemented by a corresponding video recording available on the District's website at centralsan.org. Book 71— Page 62 July 11, 2023 Special Board Meeting Agenda Packet - Page 34 of 50 Page 32 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 6, 2023 Board Meeting Minutes — Book 71 -Page 63 directed to her about concerns regarding "serving two masters, "Ms. Wedington felt this was both inappropriate and very insensitive. She was offended and hurt by the line of questioning and other comments during her interview. She urged the Board to provide leadership in living up to Central San's core values of diversity, equity, and inclusion (DEI), as well as its DEI strategic goals. Member McGill offered a public apology regarding the questions he posed to Ms. Wedington. He acknowledged that his comments were not consistent with the District's commitment to DEI. President Hockett offered her apologies and requested patience from the public and staff during this incredibly difficult time. She stated there is no place for hurtful or demeaning comments, especially in doing the business of the public, and she is hopeful to make a difference in the future to ensure the District consistently practices the behavior called for in the commitment to DEI. Member Pilecki apologized on behalf of Central San about the event and wants to make sure that the commitment to DEI will be something that is put into practice every day and that the District will work very hard in the future to make sure this happens. REQUESTS TO CONSIDER MATTERS OUT OF ORDER None. CONSENT CALENDAR 1. Approve the following: a. March 16, 2023 Board meeting minutes 2. Approve expenditures incurred February 10, 2023 through March 9, 2023 3. Receive Budget -to -Actual Expenditure overview through the month of February 2023 4. Adopt new Board Policy No. BP 049 — Grants 5. Authorize execution of new Administrative Services Agreements with MissionSquare Retirement, Central San's Deferred Compensation Plan recordkeeper for an additional five years through December 31, 2027 6. Authorize the General Manager to execute two professional engineering services agreements for a three-year term with 1) ArcSine Engineering in an amount not to exceed $600,000; and 2) Joe Hill Consulting & Engineering Corporation in an amount not to exceed $250,000 to provide as -needed electrical, instrumentation, and controls engineering services within the Capital Improvement Program 7. Authorize the General Manager to execute an equipment contract in an amount not to exceed $1.8 million with Xylem Water Solutions USA, Inc. for pre -purchase of fine July 11, 2023 Special Board Meeting Agenda Packet - Page 35 of 50 Page 33 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 6, 2023 Board Meeting Minutes — Book 71 -Page 64 bubble diffusers and special support services under the Aeration Basins Diffuser Replacement, Phase 1, District Project 100019 8. Authorize the General Manager to execute a construction contract change order in an amount not to exceed $350,000 with Auburn Constructors, LLC to upgrade the wet weather bypass structure under the Influent Pump Electrical Improvements, District Project 7328; and authorize a budget transfer in the amount of $800,000 from the Capital Improvement Budget Contingency account Member Pilecki asked to pull Item 5 on the consent calendar for further discussion. BOARD ACTION: Motion was made by Member McGill and seconded by Member Pilecki to adopt Items 1-4 and 6-8 on the Consent Calendar as recommended. Motion passed by unanimous roll call vote. Member Pilecki advised that he had no issues with the agreement but questioned whether District Counsel Kent Alm had reviewed the agreement. Mr. Alm advised that he had not. BOARD ACTION: Motion was made by Member Pilecki, seconded by Member McGill to approve Item 5 on the consent calendar pending a legal review by District Counsel. Motion passed by unanimous roll call vote. PUBLIC HEARINGS 9. Conduct a public hearing to receive public comment and consider 1) adopting codified Ordinance No. 326 amending District Code Section 6.12.030, General Provisions of the Capacity Fee Program, and 2) amending Exhibit A to uncodified Ordinance No. 324 for the Schedule of Capacity Fees, Rates, and Charges Due to a lack of a required members present to vote on the matter, this public hearing was canceled and would be heard at a future Board Meeting. BOARD ACTION: No action; item to be rescheduled to a future meeting. 10. Conduct a public hearing for annual review of Board Member compensation and benefits President Hockett opened the public hearing. Hearing no public comment, she immediately closed the public hearing. Member Pilecki stated that he would feel more comfortable discussing this with all Board Members present. BOARD ACTION: Motion was made by Member Pilecki and seconded by Member McGill to defer the public hearing to a future Board Meeting where all Board Members are present. Motion passed by unanimous roll call vote. July 11, 2023 Special Board Meeting Agenda Packet - Page 36 of 50 Page 34 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 6, 2023 Board Meeting Minutes — Book 71 -Page 65 DIVISION 3 BOARD MEMBER SEAT VACANCY 11. Continue discussion from April 4, 2023 Special Meeting to fill the Division 3 Board Member seat vacancy, as may be applicable BOARD ACTION: Motion by President Hockett, seconded by Member Pilecki to defer the appointment of Mona Gupta and reconsider the Board appointment, due to the controversy presented today, and reconsider the vote at the April 20 Board Meeting. Motion passed by the following roll -call vote: AYES: Members: Hockett and Pilecki NOES: Members: McGill ABSENT: Members: Lauritzen REPORTS AND ANNOUNCEMENTS 12. General Manager —Announcements a. Announcements — April 6, 2023 Other than written announcements included with the agenda materials, no further announcements were made. BOARD ACTION: Received the announcements. 13. Counsel for the District None. BOARD ACTION: Received the report. 14. Secretary of the District Ms. Young announced the Real Estate, Environmental & Planning Committee scheduled for April 19 meeting has been cancelled. BOARD ACTION: Received the announcements. 15. Board Members - Committee Minutes a. March 13, 2023 — Engineering & Operations Committee — Chair Pilecki and Member McGill b. March 21, 2023 — Finance Committee — President Hockett and Member Lauritzen July 11, 2023 Special Board Meeting Agenda Packet - Page 37 of 50 Page 35 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 6, 2023 Board Meeting Minutes — Book 71 -Page 66 C. March 22, 2023 — Special Administration Committee — Chair Lauritzen and Member McGill d. March 22, 2023 — Special Real Estate, Environmental & Planning Committee — Chair Pilecki and President Hockett e. March 23, 2023 — Special Engineering & Operations Committee — Chair Pilecki and Member McGill BOARD ACTION: Received the Committee minutes. 16. Board Members - Reports and Announcements Board Member reports on recent meetings or conferences for which they received the stipend or for which the District paid their expenses. a. Member McGill Member McGill provided a written report covering his announcements and other meetings. Member Pilecki - No report. President Hockett March 20, 2023 - Contra Costa Special Districts Association (CCSDA) Chapter Meeting, Concord BOARD ACTION: Received the reports and announcements. 17. Board Members - Requests for Stipend/Reimbursement or Conference Attendance No requests. ERGENCY SITUATIONS None. REQUESTS FOR FUTURE AGENDA ITEMS As mentioned above, a reconsideration of the Division 3 Board Member seat _appot—himert will be discussed at the April 20 Board Meeting. ANNOUNCE CLOSED SESSION (pursuant to Government Code Section 54957.71 District Counsel Kenton Alm announced that a closed session would be held for Item 18. July 11, 2023 Special Board Meeting Agenda Packet - Page 38 of 50 Page 36 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 6, 2023 Board Meeting Minutes — Book 71 -Page 67 RECESS TO CLOSED SESSION The Board recessed at 3:09 p.m. to reconvene in closed session in the Caucus Room. Closed Session (Not video recorded) CLOSED SESSION 18. Personnel matters pursuant to Government Code Section 54957(b)(1) - discipline, dismissal or release of a public employee. District Labor Counsel: Gilbert Tsai, Esq., Hanson Bridgett RECESS TO OPEN SESSION The Board recessed at 3:42 p.m. to reconvene in open session. REPORT OUT OF CLOSED SESSION No report. ADJOURNMENT The meeting was adjourned at 3:43 p.m. Barbara D. Hockett President of the Board of Directors Central Contra Costa Sanitary District County of Contra Costa, State of California COUNTERSIGNED: Katie Young Secretary of the' istrilct- Central Contra Costa Sanitary District County of Contra Costa, State of California July 11, 2023 Special Board Meeting Agenda Packet - Page 39 of 50 )ICENTRAL SAN MINUTES* SPECIAL BOARD MEETING Board Room Thursday, April 20, 2023 1:30 p.m. Open Session - Board Room (Video recorded) ROLL CALL Page 37 of 47 ATTACHMENT 7 BOARD OF DIRECTORS: BARBARA D. HOCKETT President MARIAHN. LAURITZEN President Pro Tem MICHAEL R. MCGILL TAD J. PILECKI DIVISION 3 - VACANT A special meeting of the Board of Directors was called to order by President Hockett at 1:30 p.m. Secretary of the District Katie Young called roll: PRESENT: Members: Lauritzen, McGill, Pilecki, Hockett ABSENT. • Members: None PLEDGE OF ALLEGIANCE The Board, staff and audience joined in the Pledge of Allegiance. PUBLIC COMMENT PERIOD Ms. Cheryl McCall resident of Alamo addressed the Board regarding her property on Vernal Court and the issues that have occurred and have yet to be remedied. Ms. Debbie Toth addressed the Board expressing her support in suspending the Rosenberg's Rules of Order in order to revisit the appointment process for the Division 3 Board Member. She stated that she is in full support of Florence Wedington who she believes is the most qualified applicant. She requests an open and honest process prospectively forward reflecting the principles of equity, access, diversity and inclusion. Ms. Young read a public comment received from Mr. Jack Peabody regarding the low lease rate provided to the CoCo San Sustainable Farm. He raised multiple concerns and requested the Board look into the lease further. These summary minutes are supplemented by a corresponding video recording available on the District's website at centralsan.org. Book 71 - Page 68 July 11, 2023 Special Board Meeting Agenda Packet - Page 40 of 50 Page 38 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 69 Mr. Scott Rafferty addressed the Board regarding his support in revisiting the appointment process and suggested that the Board call for a special election. He believes that the applicants were not treated with respect or fairness. REQUESTS TO CONSIDER MATTERS OUT OF ORDER President Hockett advised that Items 8 and 9 would be heard following the Consent Calendar. CONSENT CALENDAR 1. Approve the following: a. March 30, 2023 Special Board meeting minutes b. April 4, 2023 Special Board meeting minutes C. April 6, 2023 Regular Board meeting minutes 2. Adopt a Resolution of Application No. 2023-015 requesting Contra Costa County Local Agency Formation Commission (LAFCO) initiate a Sphere of Influence to annex one parcel to Central San for District Annexation 192 - 1 Wilder Road, Orinda; consider prepared environmental documents and Environmental Impact Report (EIR) for Country House Memory Care; and concur with the City of Orinda accepted findings related to the environmental, mitigation measures and reports 3. Authorize the General Manager to execute an amendment to an existing services contract with Alfred Conhagen, Inc. in an amount not to exceed $150,000, bringing the total cost ceiling to $322,250, for completed repairs to the spare steam turbine rotor; and find the project is exempt from the California Environmental Quality Act BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to adopt the Consent Calendar as recommended. Motion passed by unanimous roll call vote. At the conclusion of this item, the agenda moved to Item 8. PUBLIC HEARINGS 4. Conduct a public hearing to receive comment and consider adopting uncodified Ordinance No. 327 establishing a schedule of Sewer Service Charge (SSC) rates in accordance with District Code chapter 6.24.030, increasing the annual SSC for residential and non-residential customers for the next two fiscal years consistent with the table below: Effective Date July 1, 2023 July 1, 2024 Percent change between 4% ---------------------------------------------------------------------------------- o +5.9 and -11.6% /o (all rate classes) July 11, 2023 Special Board Meeting Agenda Packet - Page 41 of 50 Page 39 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 70 Single Family Residence Rate $697 $725 (per residential unit) As shown in the Proposition 218 Notice All other rate classes mailed to property owners and as shown in the schedule in the attached ordinance This item was heard following Item 9 and resumed the in the remaining agenda order. General Manager Roger S. Bailey advised that staff is requesting the Board cancel the public hearing scheduled for today as the final cost of service study was not published and provided to the public. Central San would like to be completely transparent when determining the rates and will have the final report available for the Board and the public shortly. He noted that a future public hearing would be notified through a new Proposition 218 notice, subsequent to the availability of the finalized cost -of -service study included. Member Pilecki advised the public that staff conducted a Financial Planning workshop in January and did provide the findings of the study to the Board who analyzed and reviewed the information thoroughly. BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to cancel the public hearing. Motion passed by unanimous roll call vote. 5. Reschedule this noticed public hearing of April 20, 2023 to consider establishing Recycled Water (ReW) rates for the next two fiscal years to the 2:30 p.m. June 1, 2023 Board meeting; and authorize the Secretary of the District to publish the public hearing notices Member Pilecki posed a question regarding the out of sequence rates presenting a problem for the District. District Counsel Kent Alm advised that it would not create a problem as there are a relatively limited number of recycled water customers charged and the charges are not included on the tax roll. BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to reschedule the public hearing to consider Recycled Water rates for the next two fiscal years to the June 1, 2023, 2:30 p.m. regularly scheduled meeting. Motion passed by unanimous roll call vote. OTHER BOARD ACTION ITEMS 6. Reject bid protest by Roofing and Solar Construction, Inc.; award a construction contract in the amount of $973,006 to Pac Shield Roof Services, Inc., the lowest responsive and responsible bidder, for the Pump and Blower Building Roof Replacement, District Project 7370; find the Project is exempt from the California Environmental Quality Act (CEQA); and authorize the General Manager to include two alternative bid items in the total amount of $307,121 to replace the Machine Shop and Board Room roofs July 11, 2023 Special Board Meeting Agenda Packet - Page 42 of 50 Page 40 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 71 Provisional Director of Engineering and Technical Services Edgar Lopez reviewed the presentation included in the agenda materials. In response to a question posed by Member Pilecki regarding who the burden of the cost would fall on if the manufacture design was not met, Mr. Lopez advised that the cost would fall on the contractor. Mr. Alm provided a summary of the definitions of a responsible bidder versus responsive bidder as well as non-responsive and non -responsible. The issue of a non -responsible bidder relates to the contractor's method and history of doing business, and prior performance. It addresses their reputation beyond whether they meet the specific bid requirements. A responsive bid simply means that the contractor's bid has met the requirements as detailed in the bid documents. Member Lauritzen clarified that there was no evidence submitted for rejection of the bid. Mr. Alm advised that he has not seen significant evidence to reject. Member Pilecki asked should the project be awarded, and union payments are withheld, does Central San have the ability to withhold payment. Mr. Lopez advised if it is a Central San project then they have the capability to withhold payment but not on other projects Ms. Young read a letter submitted by Roofing and Solar Construction (RSC) as a public comment. Phyllis Wesson, representative of RSC addressed the Board reiterating the information provided in the letter regarding RSC's opinion that Pac Shield is non- responsive. Sean Filipinni, Attorney for Pac Shield, addressed the Board and suggested the Board reject RSC's bid protest. In response to a question posed by Member Pilecki regarding listing subcontractors, Mr. Alm advised that showing a different listing of subcontractors is consistent with staff's opinion. In this case, the abatement is part of the demolition and could be completed by one subcontractor. At the staff level, this would not require the bid to be non-responsive. In response to a question posed by Member Pilecki regarding the rider, Mr. Lopez advised that the rider was to be provided by Soprema and has been clarified with both parties. Member McGill commended Member Pilecki on the rigorous Engineering and Operations Committee meeting he chaired where this item was discussed. He noted that he believes no additional information has been provided since the meeting and was prepared to support staff's recommendation. July 11, 2023 Special Board Meeting Agenda Packet - Page 43 of 50 Page 41 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 72 Ms. Wesson requested to speak again, and Member McGill called for a point -of - order as the discussion period was completed. BOARD ACTION: Motion was made by Member McGill and seconded by Member Pilecki to take the following actions for the Pump and Blower Building Roof Replacement, DP 7370: • Reject bid protest by Roofing and Solar Construction, Inc.; • Find the Project is exempt from CEQA; • Award a construction contract in the amount of $973,006 to Pac Shield Roof Services, Inc., including authorization to execute the Contract Documents subject to submittal requirements; and • Authorize the inclusion of two alternative bid items in the total amount of $307,121 to replace the Machine Shop and Board Room roofs. Motion passed by unanimous roll call vote. 7. Reclassify the Director of Finance and Administration (M20 $8,306.39 - $10,766.87 bi-weekly) and current incumbent Philip Leiber to Deputy General Manager (U14 $9,563.85 -$12,079.90 bi-weekly) Member Pilecki inquired if the reclassification would include taking over the rates function. Mr. Bailey indicated that, and other changes are anticipated in an upcoming reorganization. BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to authorize the reclassification of the Director of Finance and Administration position and current incumbent Philip Leiber to the Deputy General Manager classification. Motion passed by unanimous roll call vote. Newly appointed Deputy General Manager Phil Leiber thanked the Board for the approval of the position and expressed his gratitude for the opportunity to provide service to Central San. DIVISION 3 BOARD MEMBER SEAT VACANCY 8. Hold discussion to 1) suspend Board of Directors use of parliamentary procedures of the Rosenberg's Rules of Order as it pertains to action taken at the April 6, 2023 meeting to reconsider the Division 3 Board Member seat, and 2) concur to move forward with the discussion to reconsider the appointment made at the April 4, 2023 meeting This item was heard immediately following the Consent Calendar. President Hockett addressed the Board and read a prepared statement to ask the Board to keep in mind the bigger picture and doing what is right for our customers. She requested patience regarding Diversity, Equity, and Inclusion (DEI) in that the training has begun but will take time to complete. July 11, 2023 Special Board Meeting Agenda Packet - Page 44 of 50 Page 42 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 73 Velisa Parks and Joe Jackson, representatives from the DEI Task Force read a prepared statement on behalf of the entire Task Force regarding the April 4 Board Meeting expressing their extreme hurt during the line of questioning and requested a clear recognition and acknowledgement of this issue. Ms. Mona Gupta addressed the Board regarding the Division 3 appointment and provided a statement on why she believed she was the most qualified candidate. She requested the Board continue with the appointment as determined at the April 4 meeting and thanked the Board for the unanimous support provided at that time. Ogie Strogatz stated that she supports Florence Wedington for the Division 3 Board Member position and that Ms. Wedington's response to the hurtful comments received has only strengthened her conviction that she would be an asset to the Board. Ms. Young read an email received from Michelle Simon in support of suspending Rosenberg's Rules of Order and to reconsider appointing another member. Ms. Young read a cover sheet of endorsements and approximately eleven letters of support for Ms. Florence Wedington to be selected as the Division 3 Board Member. Ms. Addy Olvera addressed the Board stating that she was appalled by the video of the April 4 Board meeting. She requested the Board, in fairness, revisit the appointment of the new Board Member. She stated that she whole-heartly supports Ms. Wedington. Mr. Mike Maxwell addressed the Board and stated that in his opinion the wrong candidate was being seated. He stated that Florence Wedington would be an excellent candidate for the Board. Ms. Young read an email received from K. Patricia Williams expressing her support for Florence Wedington and stated that the language used at the April 4 regarding "serving two masters" was an inappropriate statement that caused pain. BOARD ACTION: Motion was made by Member Pilecki and seconded by Member Lauritzen to suspend the Rosenberg's Rules of Order procedures as it pertains to action taken at the April 6, 2023 meeting to reconsider the Division 3 Board Member seat appointment. Motion passed by unanimous roll call vote. 9. Pending Board of Directors action in the previous agenda item, hold discussion to reconsider appointment made on April 4, 2023 to fill the Division 3 Board Member seat vacancy Mr. Scott Rafferty addressed the Board regarding the Division 3 appointment seat, and he requested a special election occur. July 11, 2023 Special Board Meeting Agenda Packet - Page 45 of 50 Page 43 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71- Page 74 Ms. Young advised that after speaking with the Contra Costa County Elections Office, holding a special in-person election in November would cost approximately $12-$14 per registered voter and an all -mail ballot that would occur on August 29 would cost approximately $4-$6 per registered voter. Mr. Jim Nejedly addressed the Board and expressed his sadness regarding the state of the Board and believes that the Board should appoint Ms. Florence Wedington as she is the most qualified candidate for the position. Ms. Florence Wedington thanked the Board for revisiting the appointment and stated that with her qualifications and letters of support that she would be a good candidate. Member McGill apologized for his questioning involving the statement of "serving two masters', acknowledging it was inappropriate and insensitive and he was extremely sorry and that this did not reflect his commitment to DEI. Member McGill inquired about holding a mail ballot election if that would suffice the 60 -day appointment requirement. Ms. Young advised that per the Government Code, the District must notify the intent to have an election before the 60 -day timeline. Ms. Addy Olvera addressed the Board again and recommended proceeding with choosing a different applicant in order to provide fairness. She fully supports Florence Wedington. BOARD ACTION: Motion was made by Member Lauritzen and seconded by Member Pilecki to hold a discussion to reconsider the appointment made at the April 4, 2023 meeting. Motion passed by unanimous roll call vote. President Hockett reminded the Board of the four candidates for appointment Scott Rafferty, Mona Gupta, Kathleen Odne and Florence Wedington. Member Lauritzen read a prepared statement regarding her feelings on the actions during the April 4 interviews and the appointment process. She stated that her primary role as a Board Member is to listen. She stated that she would be making a motion for Florence Wedington as her candidate once the other Board Members have spoken. Mr. Joey Smith addressed the Board expressing strong support for Florence Wedington. Member Pilecki advised that he was not in favor of having a special election as the timing is not favorable for the other Board Members and would put a burden on staff and cost the voters more money. He noted he would second Member Lauritzen's motion. July 11, 2023 Special Board Meeting Agenda Packet - Page 46 of 50 Page 44 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 75 Member McGill agreed with Member Lauritzen's statement about listening to the public and to staff and stated that he would be in support of appointing Ms. Wedington. BOARD ACTION: Motion was made by Member Lauritzen and seconded by Member Pilecki to Appoint Florence Wedington to fill the Division 3 Board Member seat, and secondly, delegate authority to the Secretary of the District to administer the Oath of Office to the selected person prior to April 30, 2023. Motion passed by unanimous roll call vote. Ms. Wedington addressed the Board and thanked them for doing their due diligence. She was honored by all of the support from the employees and community members. She expressed her gratitude to the DEI Task Force team for their courage and for standing up for DEI, as well as the employees of Central San. Finally, she thanked and appreciated all of the letters of support that were sent and stated that she is looking forward to working together with the Central San community. The Board took a 10 -minute recess. Upon resuming the meeting, the agenda moved back to Item 4, and continued in the remaining agenda order. REPORTS AND ANNOUNCEMENTS 10. General Manager —Announcements a. Announcements — April 20, 2023 Other than written announcements included with the agenda materials, Mr. Bailey announced the following: • He will be attending the National Association of Clean Water Agencies Conference next week. Senator Feinstein submitted for consideration a $2 million appropriations request for Central San's Solids Handling project. Senator Feinstein additionally submitted a $4 million appropriations request for Central San's UV project. Senator Padilla submitted Central San's full $6 million request for consideration for the Solids Handling project and $4 million for the UV project. This is a big deal, we will keep the Board informed on any progress, but it could take several months before hearing whether we were successful in securing funding. BOARD ACTION: Received the announcements. 11. Counsel for the District July 11, 2023 Special Board Meeting Agenda Packet - Page 47 of 50 Page 45 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 76 Mr. Alm advised that he will not be present at the next Board Meeting and that a representative from Meyers Nave would be in attendance. 12. Secretary of the District Ms. Young announced the following Board Committee meetings: Finance — Tuesday, April 25 at 10:00 a.m. Administration — Tuesday, May 2 at 9:30 a.m. Engineering & Operations — Monday, May 8 at 9:00 a.m. Finance — Tuesday, May 9 at 9:30 a.m. Engineering & Operations — Monday, May 15 at 9:00 a.m. Real Estate, Environmental & Planning — Wednesday, May 17 at 9:00 a.m. BOARD ACTION: Received the announcements. 13. Board Members - Committee Minutes a. April 3, 2023 — Engineering & Operations Committee — Chair Pilecki and Member McGill BOARD ACTION: Received the Committee minutes. 14. Board Members - Reports and Announcements Board Member reports on recent meetings or conferences for which they received the stipend or for which the District paid their expenses. a. Member Lauritzen • April 6, 2023 - Contra Costa Mayors Conference, Concord Member Lauritzen read a prepared apology statement to the public, candidates and employees regarding the appointment process, the words spoken and promised to do better in the future. Member McGill April 6, 2023 - Contra Costa Mayors Conference, Concord Member McGill provided a written report covering his announcements and other meetings. Member Pilecki - No report. President Hockett - No report. BOARD ACTION: Received the reports and announcements. 15. Board Members - Requests for Stipend/Reimbursement or Conference Attendance No requests. July 11, 2023 Special Board Meeting Agenda Packet - Page 48 of 50 Page 46 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 77 16. Board Members - Other Items a. Hold discussion regarding criminal convictions and employment/elective office appointments Member Lauritzen reiterated information provided in the memorandum regarding the practice related to tentative offers to employees, after which a background check was conducted and then a felony could be noted and assessed. If relevant to the job, the conditional offer could then be revoked. She requested that when appointing a new Board Member, the current practice with employees should be followed. Member Pilecki stated that he does not have an issue with her suggestion. President Hockett questioned whether a background check could be completed. Member Pilecki suggested this item go through the Administration Committee for further review and discussion. Member Lauritzen provided the Board with a draft policy on how to complete future appointment processes. BOARD ACTION: Motion was made by Member McGill, seconded by Member Lauritzen to add a future agenda item regarding the appointment process of an elected official. Motion passed by unanimous roll call vote. EMERGENCY SITUATIONS None. REQUESTS FOR FUTURE AGENDA ITEMS Member Pilecki requested that the Board receive further training on diversity, equity and inclusion and sensitivity training on how to work and communicate with other Board Members. There was a Board consensus to add the two trainings to a future meeting. ANNOUNCE CLOSED SESSION(pursuant to Government Code Section 54957.7 District Counsel Kenton Alm announced that a closed session would be held for Items 17. Item 18 was no longer needed. RECESS TO CLOSED SESSION The Board recessed at 4:01 p.m. to reconvene in closed session in the Caucus Room. Closed Session (Not video recorded) July 11, 2023 Special Board Meeting Agenda Packet - Page 49 of 50 Page 47 of 47 CENTRAL CONTRA COSTA SANITARY DISTRICT April 20, 2023 Special Board Meeting Minutes - Book 71 - Page 78 CLOSED SESSION 17. Personnel matters pursuant to Government Code Section 54957(b)(1) - discipline, dismissal or release of a public employee. District Labor Counsel: Gilbert Tsai, Esq., Hanson Bridgett 18. Conference with Legal Counsel - Anticipated litigation exposure pursuant to Government Code Section 54956.9(e)(2): • One potential case related to District Project 7370, Protest of Award by second low bidder This closed session was canceled. RECESS TO OPEN SESSION The Board recessed at 4:27 p.m. to reconvene in open session. REPORT OUT OF CLOSED SESSION No report. ADJOURNMENT The meeting was adjourned at 4:28 p.m. Barbara D. Hockett President of the Board of Directors Central Contra Costa Sanitary District County of Contra Costa, State of California COUNTERSIGNED: Katie ` oung Secretary of the District Central Contra Costa Sanitary District Cciunty of Contra Costa, State of California July 11, 2023 Special Board Meeting Agenda Packet - Page 50 of 50