HomeMy WebLinkAboutAgenda Packet - North Fork Water Company - 03/13/2015
NORTH FORK WATER COMPANY
31111 Greenspot Road
HIGHLAND, CA 92346
ANNUAL STOCKHOLDERS MEETING
March 13, 2015 – 10:30 am
AGENDA
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
1. Approval of Agenda
2. Public Comments
3. Approval of Special Stockholders meeting minutes for May 14, 2014
4. Appointment of Directors
5. Presentation from Jean Cihigoyenetche regarding the history and By-Laws of the North
Fork Water Company
6. Authorization to retain legal representation for the North Fork Water Company
majority share holders
ADJOURN
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Pursuant to Government Code Section 54954.2(a), any request for a disability-related modification or accommodation, including
auxiliary aids or services, that is sought in order to participate in the above-agendized public meeting should be directed to the
North Fork Board Secretary (909)885-4900 at least 72 hours prior to said meeting.
NF Minutes 05/14/2014 etb
Subject to approval
NORTH FORK WATER COMPANY
31111 GREENSPOT RD.
HIGHLAND, CA 92346
SPECIAL STOCKHOLDERS MEETING MAY 14, 2014
MINUTES
President Morales called the Special Stockholders meeting to order at 2:02 p.m.
Director Wright led the flag salute.
PRESENT: James Morales Jr.
Matt LeVesque
Ron Coats
Ben Coleman
Charles Kiel
Kip Sturgeon
Margaret Wright
ABSENT: None
STAFF: John Mura
Mike Maestas
Brian Tompkins
Justine Hendricksen
Mike Henderson
Marie Ricci
Kathleen Burke
Eileen Bateman
LEGAL COUNSEL: Steve Kennedy
STOCKHOLDERS: Arnold Wright
Ron Arnott
Caroline Kiel-Ray
Linda Spitzer
Fred McNeal
Robert Hooker
Bob Wall, Yucaipa Valley Water District
GUEST (S): Members of the Public
APPROVAL OF AGENDA
M/S (LeVesque-Coats) that the May 14, 2014 agenda be approved.
Director Wright recommended that agenda item #4 and #5 be switched in order to
discuss the monthly water allocation budget prior to the Budget.
NF Minutes 05/14/2014 etb
M/S/C (LeVesque-Coats) that the May 14, 2014 agenda be approved as
amended.
PUBLIC PARTICIPATION
President Morales declared the public participation section of the meeting open at
2:04 p.m.
Members of the Public and Shareholders stated their concerns regarding water
deliveries, pipeline assessments and increases to the operations budget. Shareholders
also asked if the Brown Act is applicable to North Fork Board members.
There being no further written or verbal comments, the public participation section
was closed.
APPROVAL OF ANNUAL STOCKHOLDERS MEETING MINUTES FOR APRIL 1, 2014
M/S/C (Wright-Coats) that the April 1, 2014 Stockholders meeting minutes be
approved as submitted.
PRESENTATION BY STAFF
The General Manager/CEO provided a presentation that included the history of North
Fork Water Company, the 2009 canal replacement project, current drought
conditions, 1885 Bear Valley Contract, historical assessments, operations and finance.
He also provided information on the direction of the North Fork Water Company for
the next year which consisted of critical system improvements, 2014-15 proposed
budget, partnering options with East Valley Water District, proposed delivery
allocations, deliveries with purchased water and without purchased water,
assessment trends from 2007 through 2015 and assessment options.
LEGAL COUNSEL WILL PROVIDE OVERVIEW OF VOTING PROCESS
Mr. Kennedy provided an overview of the voting process and stated that in accordance
with section 2.10 of the North Fork By-Laws; that a roll call vote and/or a written
vote may be necessary to complete the voting process and that votes are based on the
number of shares held and shareholders who are present to vote.
Item # 5
DISCUSSION AND APPROVAL OF THE FY 2014-15 MONTHLY WATER ALLOCATION
BUDGET FOR NORTH FORK WATER COMPANY DELIVERIES
The Chief Financial Officer reviewed the proposed budget with the Board, including
various assessment options. He provided information that included assessment
amounts if North Fork purchased state water and if state water was not purchased.
Director Wright inquired about the availability of purchasing state water.
NF Minutes 05/14/2014 etb
Mr. Kiel requested the amount it would cost per share for 2 inches of water if state
water was purchased. He also thanked staff for the research and the information that
was provided.
The General Manager/CEO stated that Valley District was able to bank enough water
to purchase over the next 2 years; that East Valley Water District will continue doing
its best for North Fork’s interests.
Mr. Arnott expressed his appreciation to East Valley Water District for providing water
for North Fork use and stated that he would vote for the purchase of state water.
The Engineering Manager provided an overview of critical system improvements that
need to be completed and the bidding process for construction.
Shareholders discussed the possibility of dividing the assessments into two payments.
Item #4
DISCUSSION AND APPROVAL OF FY 2014-15 BUDGET, DIRECTOR’S FEES, AND
ASSESSMENTS FOR NORTH FORK WATER COMPANY
M/S (LeVesque-Coleman) to approve the purchase of $150,000 of state water.
Director’s LeVesque and Coleman withdrew their motions.
Director Sturgeon requested to defer this item to the next meeting and encouraged
the Board to consider payment plan options for assessments.
M/S/C (Coleman-Kiel) that the Board adopt the $27/share and to provide an
optional payment plan for shareholders to make two equally divided payments due in
June and August.
Roll Call Vote or Written ballot from each shareholder
Ms. Linda Spitzer Yes
Ms. Christina Moreno Not Present
Arnott Poultry Ranch Yes
Arnott Brothers Enterprises Yes
Mr. & Mrs. Gailen & Helen Arnott Yes
Mr. William C. Buster, Jr. Not Present
Mr. Brucie Cagle Yes
Calvary Chapel Not Present
Mr. Robert Christianson Not Present
Mr. Richard Christianson Not Present
Mr. Luis E. & Ms. Jacqueline R. Curiel Not Present
East Valley Water District Yes
Mr. Jose Gutierrez Yes
First American Title Not Present
Mr. Thomas Edward Hooker Yes
Mr. Robert Willard Hooker Yes
Mr. Ross B. Jones Yes
NF Minutes 05/14/2014 etb
Garland Kemper Yes
Kiel Trust Yes
Mr. Fred McNeal Yes
McNeal, Duckworth & McNeal, Inc. Yes
Ms. Helen Meritt Not Present
Ms. Beverley Rich Not Present
Mr. & Ms. Linden & Margaret Riddle Not Present
Mr. Nigel C. Smith Not Present
Mr. & Ms. Michael & Patricia Raley Not Present
The Wright Family Trust Yes
Yucaipa Valley W.D. Yes
The General Manager/CEO reviewed the motion that was taken to establish rates and
budgets; he encouraged the Board to consider changes to the By-Laws for budget
purposes and stated that we will be scheduling additional meetings to keep everyone
informed as we move forward.
Director Wright thanked staff for providing the figures that were presented for review
this evening.
ADJOURN
The meeting was adjourned at 4:52 p.m.
_________________________________
James Morales, Jr., President
__________________________________
Justine Hendricksen, Secretary
1885 to Present
North Fork Water Company
y NFWC was formed by original shareholders in January,
1885
y One of the earliest Mutual Water Companies formed in
California.
North Fork Water
Company
Original Articles of
Incorporation for NFWC filed
in 1885 via handwritten
document.
This document set forth the
purposes for forming the
North Fork Water Company
NORTH FORK WATER COMPANY
y NFWC created to regulate distributions of Santa Ana River
water from Santa Ana Canyon to the San Bernardino
Mountains
y Primary purpose of forming NFWC was to acquire and
maintain the North Fork Ditch for present and future use.
y NFWC sought to improve and keep in repair the North
Fork Ditch.
y NFWC also created to regulate the distributions of water
flowing in the North Fork Ditch and to distribute the water
to stockholders of NFWC for irrigation and domestic uses.
North Fork Water Company
y Original parties who created NFWC traded their water
rights and privileges to appropriated Santa Ana River
flow for shares of stock in NFWC.
y These rights stemmed from the earliest diversion right
at the Mouth of the Canyon
y In essence, original stockholders traded their
preexisting water rights to create infrastructure and
security.
y This also created a mechanism to apportion
maintenance and repair of the North Fork Ditch
amongst the shareholders.
North Fork Water Company
y NFWC Articles of incorporation created a Board of
Directors to oversee the corporation.
y Original Board of Directors of NFWC:
y George Miller of San Bernardino
y Seth Marshall of San Bernardino
y G.W. Beattie of San Bernardino
y L.C. Waite of Riverside
y John Stone of Riverside
The Board is charged with governing the North Fork Water
Company and ensuring that the North Fork Ditch remained
able to service the water needs of Stockholders
North Fork Water Company
y Initial place of business for NFWC was located in San
Bernardino.
y Articles were eventually amended to move NFWC’s
principal place of business to Highland, Ca.
y The Board typically met in the Directors’ Room at the First
Bank of Highland
y NFWC remains centered in Highland to this day.
North Fork Water Company
y Initial amount of capital stock offered were 480 shares
priced at $100 per share.
y Each 20 shares of stock entitled the holder to 1 hour of
full flow from the North Fork Ditch every 10 days.
y Water delivered to points of diversion along the main
ditch.
y The bed and courses of the ditch are to remain
unchanged unless ¾ of the capital stockholders vote to
approve changes.
North Fork Water
Company
Method of delivery:
Water shall be
delivered to those
entitled or their
points of diversion
along the main
ditches owned by
the corporation
All gates constructed
along the main ditch
shall be under full
control of the
corporation.
North Fork Water Company
y NFWC Articles of Incorporation state that no changes
can be made to the bed of the North Fork Ditch
without ¾ consent of stockholders.
y No changes to Ditch are authorized beyond
ordinary/usual repairs
y Further, the method of water distribution shall not be
changed without ¾ consent of stockholders.
North Fork Water Company
y Bylaws state that holding shares of Company confers
no right on shareholders to have any pipeline, conduit
or other appliance enlarged or extended without Board
consent.
y Further, the Board is the sole and exclusive judge of
necessity and expedience as applied to physical
changes made to the North Fork Ditch.
North Fork Water Company
y Rules of the Ditch state that the water delivered is to
be used for agricultural purposes and not for domestic
potable water.
y However, circumstances have changed with
development; originally there were 55 irrigation
connections along the ditch and now approximately 15
remain active.
y Rules of the Ditch also forbids individual shareholders
from pumping out or otherwise withdrawing their
deliveries.
North Fork Water Company
y However, the Bylaws state that water delivered by
NFWC may be used for agricultural or domestic use:
y SO LONG AS water used for domestic purposes is
treated for contamination in accordance with all legal
requirements.
y Thus the Rules of the Ditch and Bylaws for NFWC are in
conflict.
North Fork Water Company
y Original NFWC Articles of Incorporation allowed
deliveries of water to be used for agricultural or
domestic uses.
y However, in 1931 the Articles were amended to
provide:
y “The purpose for which (NFWC) is formed are:
y To furnish, supply, and distribute water at cost, to and for its
stockholders, for domestic, irrigation, and all other useful
purposes, in proportion to the number of shares of such
stock held by them respectively.
y The phrase “other useful purposes” is never defined.
North Fork Water Company
y To summarize: Rules of the Ditch, Bylaws, and Articles
of Incorporation provide differing purposes for which
the water may be used:
y Rules of the Ditch provide that delivered water can be
used for agricultural purposes only.
y Bylaws provide that delivered water can be used for
agricultural purposes or for domestic purposes so long
as any water used for domestic purposes is properly
treated.
y Articles of Incorporation provide that delivered water
may be used for domestic purposes, irrigation purposes,
or all other useful purposes
What Does This Mean Today?
y The uncertainty of the language creates several issues
moving forward:
y 1: What can shareholders do with the water delivered to
them?
y 2: What rights do the shareholders have to sell or lease
water to third parties?
y 3: How shall the inconsistencies between the Articles,
Bylaws and Rules of the Ditch be reconciled?
y 4: Should the Company retain separate legal counsel?